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[@MoritzMDrews](/creator/twitter/MoritzMDrews)
"Blended portfolio fundamentals May'25 #1 position: $DNP Added to $JDG.L $JDG Mindset reminder: Manage risks through business quality not by jumping around. Let winners run. Long-term focus beats everything"  
![@MoritzMDrews Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40206527.png) [@MoritzMDrews](/creator/x/MoritzMDrews) on [X](/post/tweet/1917948697276489954) 2025-05-01 14:26:17 UTC 2431 followers, 4596 engagements


"I wonder why my port doesnt look like this. Investing could be easy. $FICO $ASML $LIFCO $CSU $V $MA"  
![@MoritzMDrews Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40206527.png) [@MoritzMDrews](/creator/x/MoritzMDrews) on [X](/post/tweet/1898743878334787902) 2025-03-09 14:33:12 UTC 2430 followers, 4889 engagements


"Blended Portfolio Metrics (Jul'25) Started two new positions: $CPRT & $ODC 1/ Sold $CRWD to buy $CPRT why A quick thread on my investing philosophy and betting on boring durability over exciting growth🧵"  
![@MoritzMDrews Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40206527.png) [@MoritzMDrews](/creator/x/MoritzMDrews) on [X](/post/tweet/1939605959724158987) 2025-06-30 08:44:31 UTC 2432 followers, 2643 engagements


"$LAGRB $LAGR $LAGR.B Another strong quarter from Lagercrantz YoY growth: Revenue: +10% EPS: +18% Operating cash flow: +22% A textbook compounder at work"  
![@MoritzMDrews Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40206527.png) [@MoritzMDrews](/creator/x/MoritzMDrews) on [X](/post/tweet/1946168044981497986) 2025-07-18 11:19:54 UTC 2432 followers, XXX engagements