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[@teechongyen](/creator/twitter/teechongyen)
"Warren owns 2.75B of $SIRI more than his ownership for $MA Mastercard $AMZN Amazon and $UNH"  
[X Link](https://x.com/teechongyen/status/1978391096326582292) [@teechongyen](/creator/x/teechongyen) 2025-10-15T09:22Z 2993 followers, XXX engagements


"Large drawdown on Chris Mayers position on $CSU.TO $CPRT $LMN.V $TOI.V He wrote on his blog on how to approach drawdowns"  
[X Link](https://x.com/teechongyen/status/1971743445082685581) [@teechongyen](/creator/x/teechongyen) 2025-09-27T01:07Z 2993 followers, 4035 engagements


"PE and P/FCF around XXXX High ROIC High Margin Defensive industry This must be the one of the best risk vs reward currently. $EVO $EVVTY"  
[X Link](https://x.com/teechongyen/status/1975174101150158880) [@teechongyen](/creator/x/teechongyen) 2025-10-06T12:19Z 2993 followers, 5548 engagements


"@Stock_Inf0 Agree that $CROX might gives the best return if sentiment chance if they manage to grow their revenue in North America. $DECK is still more steady as they are still growing and no debt"  
[X Link](https://x.com/teechongyen/status/1976414021776724157) [@teechongyen](/creator/x/teechongyen) 2025-10-09T22:26Z 2993 followers, XXX engagements


"Fiserv $FI took the elevator down XX% from March 2025 high. Last earning report $FI refine their full-year 2025 financial outlook adjusting its organic revenue growth target to approximately XX% and narrowing its adjusted EPS guidance to a range of $XXXXX to $XXXXX. Current price XXX. Is this growth stock being price like a value stock"  
[X Link](https://x.com/teechongyen/status/1978656737462014028) [@teechongyen](/creator/x/teechongyen) 2025-10-16T02:58Z 2993 followers, 6191 engagements


"BYD stock price crash because of stock split X to X. $BYDDY $1211.HK"  
[X Link](https://x.com/teechongyen/status/1932321341350510734) [@teechongyen](/creator/x/teechongyen) 2025-06-10T06:18Z 2995 followers, 3988 engagements


"$HAL Halliburton did a ascending triangle bullish break. Price to FCF is about XX Price to earnings is XX ROIC is in the range of 10-15% for the last X years"  
[X Link](https://x.com/teechongyen/status/1970688932800274557) [@teechongyen](/creator/x/teechongyen) 2025-09-24T03:17Z 2992 followers, XXX engagements


"Anyone notice Chris Mayer's holding had been tanking a little lately $CPRT $BRO $CMG $CSU"  
[X Link](https://x.com/teechongyen/status/1971083420295118984) [@teechongyen](/creator/x/teechongyen) 2025-09-25T05:24Z 2989 followers, 1122 engagements


"Bull market people focus on narrative. Bear market people focus on balance sheet. Current market people focus on Trumps post"  
[X Link](https://x.com/teechongyen/status/1978099030421889403) [@teechongyen](/creator/x/teechongyen) 2025-10-14T14:02Z 2994 followers, XXX engagements


"@rhysdiab @QualityInvest5 $LULU guidance is a little bad. But management could be sandbagging"  
[X Link](https://x.com/teechongyen/status/1979915470833614924) [@teechongyen](/creator/x/teechongyen) 2025-10-19T14:20Z 2991 followers, XXX engagements


"@longriverCM Love Richard but loft the intense competition"  
[X Link](https://x.com/teechongyen/status/1980135448774385948) [@teechongyen](/creator/x/teechongyen) 2025-10-20T04:54Z 2991 followers, XX engagements


"$OXY broke the bottom channel with huge volume after selling one of their "crown jewell" to $BRK.B to reduce debt. Tough company to own"  
[X Link](https://x.com/teechongyen/status/1973932240020385972) [@teechongyen](/creator/x/teechongyen) 2025-10-03T02:04Z 2993 followers, 1772 engagements


"@2020Upstream Thanks for sharing. i am long a basket of oil counters. $OXY $XOM $HAL"  
[X Link](https://x.com/teechongyen/status/1978994187761520940) [@teechongyen](/creator/x/teechongyen) 2025-10-17T01:19Z 2993 followers, XXX engagements


"$DECK earnings is out on XX Oct. Will the long term support be broken #HOKA #UGG PE XXXX Net cash 10-Year CAGR Revenue XXXX% FCF XXXX% EPS XXXX% 10-Yr Median Returns ROIC 25.6%"  
[X Link](https://x.com/teechongyen/status/1980449455439769879) [@teechongyen](/creator/x/teechongyen) 2025-10-21T01:41Z 2993 followers, XXX engagements


"Guy Spier's Aquamarine Capital took profit on $MU He first bought it in 2019 around USD40-50. That is a good 4X return. Congratulation @GSpier"  
[X Link](https://x.com/teechongyen/status/1980452702904897549) [@teechongyen](/creator/x/teechongyen) 2025-10-21T01:54Z 2993 followers, 1133 engagements


"One of the weakest Warren Buffett holdings. Big sell down from channel with higher volume. Will $OXY able to find support at 36"  
[X Link](https://x.com/teechongyen/status/1978085970718208208) [@teechongyen](/creator/x/teechongyen) 2025-10-14T13:10Z 2993 followers, XXX engagements


"Cheap cannibal stock with high ROIC to watch: X. $HRB PE11 X. $DECK PE16 X. $ALSN PE11"  
[X Link](https://x.com/teechongyen/status/1978087629913563456) [@teechongyen](/creator/x/teechongyen) 2025-10-14T13:16Z 2993 followers, XXX engagements


"@unusual_whales @grok how to get invest in these companies indirectly"  
[X Link](https://x.com/teechongyen/status/1980407262465368071) [@teechongyen](/creator/x/teechongyen) 2025-10-20T22:54Z 2993 followers, XX engagements


"@StockMKTNewz Love some of the names here. $TTD $LULU $DECK $FI $FDS $CNC"  
[X Link](https://x.com/teechongyen/status/1980466149621199354) [@teechongyen](/creator/x/teechongyen) 2025-10-21T02:48Z 2993 followers, XXX engagements


"$BERK Ted Weschler personally owns 20.9M of $SIRI"  
[X Link](https://x.com/teechongyen/status/1888430156269920740) [@teechongyen](/creator/x/teechongyen) 2025-02-09T03:30Z 2993 followers, 1196 engagements


""If all you ever did was buy high-quality stocks on the 200-week moving average you would beat the S&P XXX by a large margin over time." High ROIC stocks that are currently near XXX weeks moving average: X. $CPRT X. $PAYX X. $DECK X. $CRM"  
[X Link](https://x.com/teechongyen/status/1977980929470763009) [@teechongyen](/creator/x/teechongyen) 2025-10-14T06:12Z 2992 followers, 1119 engagements


"Imagine how much more return David Tepper would have if he did not reduce his Chinese stock exposure. $BABA $JD $PDD"  
[X Link](https://x.com/teechongyen/status/1967752091872661672) [@teechongyen](/creator/x/teechongyen) 2025-09-16T00:47Z 2990 followers, 8922 engagements


"$ADBE major support is tested again"  
[X Link](https://x.com/teechongyen/status/1976845504442245271) [@teechongyen](/creator/x/teechongyen) 2025-10-11T03:01Z 2985 followers, 1239 engagements


"@F_Compounders @grok tell me is similarities and differences current $CROX and $DECK investment opportunities with Timberlands"  
[X Link](https://x.com/teechongyen/status/1976961061518709223) [@teechongyen](/creator/x/teechongyen) 2025-10-11T10:40Z 2992 followers, XXX engagements


"Next few weeks shopping list: X. $GOOGL XXX X. $PYPL XX X. $BABA XXX X. $EVVTY XX X. $ADBE XXX X. $SPGI XXX X. $DECK XX X. $NVO XX X. $BYD HKD100 XX. $BRK.B XXX What will you add or remove. Criteria mainly revolve around steady growth stock with forward PE XX and strong balance sheet"  
[X Link](https://x.com/teechongyen/status/1976974398486986960) [@teechongyen](/creator/x/teechongyen) 2025-10-11T11:33Z 2992 followers, 2711 engagements


"@DeepIceValue No more Chinese exposure. First $BABA was sold after Charlie is gone at Daily Jornal. Then $BYD was sold by either WB or Greg"  
[X Link](https://x.com/teechongyen/status/1977301228733481203) [@teechongyen](/creator/x/teechongyen) 2025-10-12T09:12Z 2990 followers, XXX engagements


"Interesting Stocks with PE XX with price resting at critical support. X. Target Corp $TGT X. Crocs $CROX X. Charter Comm $CHTR X. Comcast $CMCSA X. Western Union $WU X. ZIM Integrated Shipping $ZIM X. Halliburton $HAL X. Allison Transmission $ALSN"  
[X Link](https://x.com/teechongyen/status/1977655547399901550) [@teechongyen](/creator/x/teechongyen) 2025-10-13T08:40Z 2983 followers, XXX engagements


"@JonErlichman @grok how many from the list are unprofitable"  
[X Link](https://x.com/teechongyen/status/1977894557728616507) [@teechongyen](/creator/x/teechongyen) 2025-10-14T00:29Z 2992 followers, 3885 engagements


"Another Chris Mayer's stock in drawdown mode. Brown & Brown $BRO Current Fwd PE XXXX #100bagger"  
[X Link](https://x.com/teechongyen/status/1979000696729997466) [@teechongyen](/creator/x/teechongyen) 2025-10-17T01:45Z 2991 followers, 1414 engagements


"@amitisinvesting Is he going to make China open more Taco Bell"  
[X Link](https://x.com/teechongyen/status/1980137179075821894) [@teechongyen](/creator/x/teechongyen) 2025-10-20T05:01Z 2990 followers, XXX engagements


"@Civixplorer @grok how did Pakistan got their nuclear weapons"  
[X Link](https://x.com/teechongyen/status/1980138216926962147) [@teechongyen](/creator/x/teechongyen) 2025-10-20T05:05Z 2985 followers, XXX engagements


"@longriverCM Frankly I m glad JackMa is not leading $BABA anymore. He lack finest"  
[X Link](https://x.com/teechongyen/status/1980140132289396935) [@teechongyen](/creator/x/teechongyen) 2025-10-20T05:12Z 2990 followers, XX engagements


"@longriverCM Yes. Almost ruined $BABA too"  
[X Link](https://x.com/teechongyen/status/1980146791036432847) [@teechongyen](/creator/x/teechongyen) 2025-10-20T05:39Z 2984 followers, XX engagements


"$BABA $9988.HK Price to HKD180 soon"  
[X Link](https://x.com/teechongyen/status/1970690174133977583) [@teechongyen](/creator/x/teechongyen) 2025-09-24T03:22Z 2982 followers, 1754 engagements


"@GhzResearch Oh yes better switch some to $BYDDF"  
[X Link](https://x.com/teechongyen/status/1976872279398400503) [@teechongyen](/creator/x/teechongyen) 2025-10-11T04:47Z 2985 followers, XX engagements


"@DeepIceValue $TTD"  
[X Link](https://x.com/teechongyen/status/1977644658491851118) [@teechongyen](/creator/x/teechongyen) 2025-10-13T07:56Z 2982 followers, 1006 engagements


"@TacticzH Murphy's Law in play for $NVO"  
[X Link](https://x.com/teechongyen/status/1978014778053324861) [@teechongyen](/creator/x/teechongyen) 2025-10-14T08:27Z 2985 followers, 1067 engagements


".therefore our China total net sales in 2026 to decline significantly compared to our very strong business there in 2024 and 2025. $ASML management call on weakness in China"  
[X Link](https://x.com/teechongyen/status/1978352180722634988) [@teechongyen](/creator/x/teechongyen) 2025-10-15T06:48Z 2981 followers, 1186 engagements


"@AustinH26415112 Warren Buffet the person who founded the word "moat" might have different opinion"  
[X Link](https://x.com/teechongyen/status/1978397813366198741) [@teechongyen](/creator/x/teechongyen) 2025-10-15T09:49Z 2982 followers, XX engagements


"$FI 2025 FCF guidance is 5.5B. Current market cap 67.5B Price/FCF = 12"  
[X Link](https://x.com/teechongyen/status/1978732191812055223) [@teechongyen](/creator/x/teechongyen) 2025-10-16T07:58Z 2981 followers, XXX engagements


"We are encouraged by our strong pipeline recent client wins and the quality of our strategic initiatives and expect to deliver Fiservs 40th consecutive year of double-digit adjusted earnings per share growth. Tell me which company can produce such track record $PYPL holders should consider switching to $FI Fiserv instead"  
[X Link](https://x.com/teechongyen/status/1978765197071532253) [@teechongyen](/creator/x/teechongyen) 2025-10-16T10:09Z 2988 followers, 3266 engagements


"@EquityBrian $FOUR $FI $PYPL are all cheap now"  
[X Link](https://x.com/teechongyen/status/1978989802595684821) [@teechongyen](/creator/x/teechongyen) 2025-10-17T01:01Z 2983 followers, XXX engagements


"@QualityInvest5 $DECK might be a better bet. High ROIC net cash unlike $LULU management has no negative guidance"  
[X Link](https://x.com/teechongyen/status/1979722530308149322) [@teechongyen](/creator/x/teechongyen) 2025-10-19T01:33Z 2985 followers, XXX engagements


"Just got back from Holiday in Shanghai China did some survey with local eateries to gauge what's the numbers for $JD food delivery vs Meituan delivery. Most of them replied that $JD numbers had dwindled. Majority like XX% is still from Meituan During the X week plus stay in Shanghai my wife shopped from Meituan app almost everyday. Items like powerbank tea pot socks umbrella medicine and cloths. It gets delivered to the hotel room in less than X hour. Truly Impressive. For food recommendation I was constantly on Dianping app which belongs to Meituan. Because not only you can see food review"  
[X Link](https://x.com/teechongyen/status/1933020147234820509) [@teechongyen](/creator/x/teechongyen) 2025-06-12T04:34Z 2988 followers, 4003 engagements


"Warren Buffett think $MCO Moody is probably still a good business. It probable. Not confirmed"  
[X Link](https://x.com/teechongyen/status/1969416559803449494) [@teechongyen](/creator/x/teechongyen) 2025-09-20T15:01Z 2989 followers, XXX engagements


"At the same time $CROX wrote off 737mil for Heydude impairment"  
[X Link](https://x.com/teechongyen/status/1976641121972613449) [@teechongyen](/creator/x/teechongyen) 2025-10-10T13:29Z 2989 followers, XXX engagements


"Best is if u can buy high ROIC with cheap PE. It dont come easily. But patience is needed. Buy high ROIC stock with 40-60PE u might still do well in XX years time horizon but risk stock price stagnant for 5-7 years while waiting fundamentals to catch up with their valuation. U might also risk quality companies MOAT deteriorate while waiting fundamentals to catch up with the valuation"  
[X Link](https://x.com/teechongyen/status/1978296434631025114) [@teechongyen](/creator/x/teechongyen) 2025-10-15T03:06Z 2988 followers, 1679 engagements


"@KenGardner11 GLHF Thats how we investor get our dopamine fixed"  
[X Link](https://x.com/teechongyen/status/1980519807708725715) [@teechongyen](/creator/x/teechongyen) 2025-10-21T06:21Z 2991 followers, XX engagements


"Charlie Munger thinks rating agencies like Moody $MCO are hammering every problem like a nail"  
[X Link](https://x.com/teechongyen/status/1969417486090322056) [@teechongyen](/creator/x/teechongyen) 2025-09-20T15:04Z 2994 followers, XXX engagements


"FactSet Research Systems $FDS Great company. High ROIC high margin consistent growth business undergoes PE normalization after guidance disappoint. Negative return after holdings for X years due to elevated PE. PE dip below XX now. Any takers"  
[X Link](https://x.com/teechongyen/status/1970320569045565823) [@teechongyen](/creator/x/teechongyen) 2025-09-23T02:53Z 2995 followers, 2708 engagements


"2 best risk reward monopoly/duopoly or oligopoly with high ROIC high margin high growth high TAM excellent balance sheet and reasonable valuation are: X. $NVO X. $EVVTY $EVO"  
[X Link](https://x.com/teechongyen/status/1970366948673556628) [@teechongyen](/creator/x/teechongyen) 2025-09-23T05:57Z 2993 followers, 1163 engagements


"@TSOH_Investing Does that mean we will have a lot of careless buy from Berkshire $POOL $UNH $CVX"  
[X Link](https://x.com/teechongyen/status/1971468353161273488) [@teechongyen](/creator/x/teechongyen) 2025-09-26T06:54Z 2994 followers, XXX engagements


""If all you ever did was buy high-quality stocks on the 200-week moving average you would beat the S&P XXX by a large margin over time. The problem is few human beings have that kind of discipline." -Charlie Munger Move aside $NKE $LULU $CROX. Here comes $DECK XX year median: ROE XXXX% ROIC XXXX% XX year CAGR: Revenue XXXX% FCF XXXX% EPS XXXX No Debt. Current forward PE 16"  
[X Link](https://x.com/teechongyen/status/1975729057905189030) [@teechongyen](/creator/x/teechongyen) 2025-10-08T01:04Z 2993 followers, 12.6K engagements


"Does this look like a company going bankrupt soon $CROX"  
[X Link](https://x.com/teechongyen/status/1975896323284148443) [@teechongyen](/creator/x/teechongyen) 2025-10-08T12:09Z 2994 followers, 1162 engagements


"$BYD $BYDDY $BYDDF Revenue growth more than XX% per year. High ROIC Net cash Founders owns above XX% Founder is a fanatic hardworking genius (According to Charlie Munger) Number X in EV in China and the world Number X in battery market after $CATL Current price of HKD104+- is at a major support"  
[X Link](https://x.com/teechongyen/status/1977560029126595055) [@teechongyen](/creator/x/teechongyen) 2025-10-13T02:20Z 2995 followers, 2070 engagements


"$SIRI market cap 7.22B FCF 2025 1.15B Their target FCF for 2027 is 1.5B. No wonder Uncle Warren is buying $SIRI"  
[X Link](https://x.com/teechongyen/status/1978388598085779953) [@teechongyen](/creator/x/teechongyen) 2025-10-15T09:12Z 2993 followers, 1601 engagements


"Biggest buy by Dodge & Cox in Q32025 is $FI Biggest sell is $WFC"  
[X Link](https://x.com/teechongyen/status/1978713018528899125) [@teechongyen](/creator/x/teechongyen) 2025-10-16T06:42Z 2995 followers, 1144 engagements


"Fiserv $FI 5X their FCF in XX years. Current price/FCF about 12"  
[X Link](https://x.com/teechongyen/status/1978733375423692865) [@teechongyen](/creator/x/teechongyen) 2025-10-16T08:02Z 2993 followers, 1615 engagements


"And all the $SOC bag holders including Li Lu"  
[X Link](https://x.com/teechongyen/status/1978990327043150104) [@teechongyen](/creator/x/teechongyen) 2025-10-17T01:03Z 2995 followers, 1683 engagements


"$BYD $BYDDF announced its largest vehicle recall to date impacting over 115000 vehicles due to safety-related design and battery issues flagged by Chinas State Administration for Market Regulation. The recall includes 44535 units of the Tang series produced from March 2015 to July 2017 to address component design flaws that may lead to abnormal functionality"  
[X Link](https://x.com/teechongyen/status/1979093216021614698) [@teechongyen](/creator/x/teechongyen) 2025-10-17T07:52Z 2994 followers, XXX engagements


"@SecretaryWright @grok does Secretary Chris Wright owns $SOC"  
[X Link](https://x.com/teechongyen/status/1979370685618360648) [@teechongyen](/creator/x/teechongyen) 2025-10-18T02:15Z 2993 followers, 1644 engagements


""It's far better to buy a wonderful business at a fair price than a fair business at a wonderful price. Also The young man knows the rules but the old man knows the exceptions. Is $SIRI a wonderful business or fair business Or is it another exceptions by $BRK.b $BRK.a"  
[X Link](https://x.com/teechongyen/status/1980086690015592676) [@teechongyen](/creator/x/teechongyen) 2025-10-20T01:40Z 2993 followers, XXX engagements


"@QualityInvest5 direct competition for $BKNG"  
[X Link](https://x.com/teechongyen/status/1980203232204042693) [@teechongyen](/creator/x/teechongyen) 2025-10-20T09:23Z 2993 followers, XXX engagements


"@gainify_io I think $ADBE might have the best track record"  
[X Link](https://x.com/teechongyen/status/1980272329860239708) [@teechongyen](/creator/x/teechongyen) 2025-10-20T13:58Z 2995 followers, XXX engagements


"@elonmusk Meanwhile Cathie Wood had been diversifying to $BYD"  
[X Link](https://x.com/teechongyen/status/1980453931919765727) [@teechongyen](/creator/x/teechongyen) 2025-10-21T01:59Z 2993 followers, XXX engagements


"@StockMKTNewz $ELV 👀 $UNH 👀"  
[X Link](https://x.com/teechongyen/status/1980512771147214922) [@teechongyen](/creator/x/teechongyen) 2025-10-21T05:53Z 2993 followers, XXX engagements


"$ELV implied move is 9%. $UNH holders will be 👀"  
[X Link](https://x.com/teechongyen/status/1980513298887160239) [@teechongyen](/creator/x/teechongyen) 2025-10-21T05:55Z 2993 followers, 1053 engagements


"@dyz_ob Cathy wood is becoming a value investor"  
[X Link](https://x.com/teechongyen/status/1980453710099812755) [@teechongyen](/creator/x/teechongyen) 2025-10-21T01:58Z 2993 followers, XX engagements


"$FI debt could be finally weighing them down. ROIC significantly came down after acquisition in 2018/19 period"  
[X Link](https://x.com/teechongyen/status/1980548207013937486) [@teechongyen](/creator/x/teechongyen) 2025-10-21T08:14Z 2993 followers, XXX engagements