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[@DimitryNakhla](/creator/twitter/DimitryNakhla)
"$MANH Manhattan Associates has been increasing its predictability 📊 Take a look at the companys cloud subscription revenue as a percentage of total revenue👇🏽"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1889713000426180881) 2025-02-12 16:27:43 UTC 14.5K followers, 5896 engagements


"7. Google $GOOG $GOOGL ☁ Share Reduction: -XX% EPS Boost: +14% EPS CAGR: +28%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159502388470177) 2025-07-15 16:32:19 UTC 14.5K followers, XXX engagements


"ASML Holding $ASML is set to report Q2 2025 earnings in less than X hours 🗓 Revenue est: 7.54B (+20.8% YoY) EPS est: XXXX (+30.3% YoY) $ASML currently trades for XXXX PEG The post attached below shared a few days ago breaks down $ASML key business segments"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945295011001532439) 2025-07-16 01:30:47 UTC 14.5K followers, 36.7K engagements


"Intuit $INTU Reports a Strong Q3 🎯 ✅ Rev: $7.75B vs $7.56B (est) +15% YoY ✅ EPS: $XXXXX vs $XXXXX (est) +18% YoY ___ Revenue Breakdown 📊 Small Business: $2.8B +19% YoY Consumer Group: $4.0B +11% YoY Pro Tax: $278M +9% YoY Credit Karma: $579M +31% YoY Guidance"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1925645740195393583) 2025-05-22 20:11:35 UTC 14.5K followers, 7693 engagements


"GE Aerospace $GE Q2 2025 Report 🗓 ✅ REV: $10.02B* (+23% YoY) ✅ EPS: $XXXX (+38% YoY) Services account for XX% of revenue"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945833581248430531) 2025-07-17 13:10:52 UTC 14.5K followers, 3694 engagements


"This will lead to interesting short-term price action and perhaps another opportunity in the duopoly between Synopsys & Cadence Design $SNPS $CDNS"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1927810011750699468) 2025-05-28 19:31:38 UTC 14.5K followers, 23.1K engagements


"6. Lam Research $LRCX 💽 Share Reduction: -XX% EPS Boost: +14% EPS CAGR: +17%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159494360498358) 2025-07-15 16:32:17 UTC 14.5K followers, 1030 engagements


"@Mtakrou Yes $ASML current drawdown is one of its largest over the last XX years 🏷"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945583595780759686) 2025-07-16 20:37:31 UTC 14.5K followers, XXX engagements


"@PrinceOfGoodT @QualityInvest5 Great question I would say $SPGI $ICE $MELI (worthy mentions include $MA $MSFT)"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943268982351401421) 2025-07-10 11:20:04 UTC 14.5K followers, XXX engagements


"7. S&P Global $SPGI 💵 10-Year Return: +402% 10-Year CAGR: +17% $10K ➡ $55K $SPGI experienced X -XX% drawdowns"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1938206074265321678) 2025-06-26 12:01:52 UTC 14.5K followers, XXX engagements


"$ASML is often considered one of the worlds most important companies crafting advanced lithography machines that power chip innovation & keep Moores Law alive amid the AI surge 🤖 With the stock trading at a compelling valuation relative to growth & Q2 earnings next week here are several visuals & insights about the company that you should know👇🏽 X. INTRO 📝 ASML is a Dutch company thats basically the king of making machines used to manufacturer computer chips These machines use light to print tiny patterns on silicon wafers which become the brains of everything from phones to cars to AI"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1944078111769080220) 2025-07-12 16:55:15 UTC 14.5K followers, 27.6K engagements


"6. Moodys $MCO (Wed AM) 🗓 REV Est: $1.83B (+0.5%) 🗓 EPS Est: $XXXX (+1.5%) 💵 NTM P/E: 33x 35x avg 💵 NTM FCF Yield: XXX% XXX% avg Recurring revenue has grown faster than transaction revenue"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317851293339723) 2025-07-18 21:15:11 UTC 14.5K followers, XXX engagements


"@TacticzH Haha lets see where the sand settles I dont view this as much of a threat to $FICO although its constructive for the credit bureaus & Ive been long $EFX maintaining the business is headed in the right direction with their transformation 👌🏽"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1942593039328854045) 2025-07-08 14:34:06 UTC 14.5K followers, XXX engagements


"@biopadawan Is this the same reaction you have when your favorite clothes go on an even greater sale 🤔😉"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945143654172991622) 2025-07-15 15:29:20 UTC 14.5K followers, XXX engagements


"@WisedelCapital $EFX was trading for the same price on the transfer market & is expected to score at least 2x more goals a season than $ZTS over the next several years 👀"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943347975561875705) 2025-07-10 16:33:57 UTC 14.5K followers, XXX engagements


"BUYBACK KINGS 👑 XX Quality Stocks That Reduced Share Count XX% last XX Years 💵 🧐Moodys $MCO 2014 shares: 214.70M 2024 shares: 182.70M % reduction: XX% EPS boost: XX% 🧬 Novo Nordisk $NVO 2014 shares: 5.26B 2024 shares: 4.46B % reduction: XX% EPS boost: XX% 💳Visa $V 2014 shares: 2.52B 2024 shares: 2.02B % reduction: XX% EPS boost: XX% 🖨 Lam Research $LRCX 2014 shares: 1.65B 2024 shares: 1.31B % reduction: XX% EPS boost: XX% 💸Mastercard $MA 2014 shares: 1.17B 2024 shares: 0.93B % reduction: XX% EPS boost: XX% 🏢NVR Inc $NVR 2014 shares: 4.44M 2024 shares: 3.32M % reduction: XX% EPS boost:"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1932788955813982457) 2025-06-11 13:16:11 UTC 14.5K followers, 18.6K engagements


"@StockMKTNewz Do you like the addition of $XYZ in $SPY"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946320884173570300) 2025-07-18 21:27:14 UTC 14.5K followers, 2741 engagements


"A quality valuation analysis on $CPRT 🧘🏽♂ NTM P/E Ratio: 30.29x 3-Year Mean: 31.75x NTM FCF Yield: XXXX% 3-Year Mean: XXXX% As you can see $CPRT appears to be trading near fair value Going forward investors can expect to receive X% MORE in earnings per share & X% MORE in FCF per share🧠*** Before we get into valuation lets take a look at why $CPRT is a quality business BALANCE SHEET✅ Cash & Equivalents: $4.38B Long-Term Debt: $X $CPRT has an excellent balance sheet RETURN ON CAPITAL✅ 2020: XXXX% 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: XXXX% RETURN ON EQUITY✅ 2020: XXXX% 2021:"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1933554855986987345) 2025-06-13 15:59:36 UTC 14.5K followers, 10.5K engagements


"2. MSCI Inc $MSCI (Tue AM) 🗓 REV Est: $767.15M (+8.3%) 🗓 EPS Est: $XXXX (+13.1%) 💵 NTM P/E: 33x 36x avg 💵 NTM FCF Yield: XXX% XXX% avg Over XX% of $MSCIs total revenue is recurring"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317819865395342) 2025-07-18 21:15:03 UTC 14.5K followers, XXX engagements


"10. Novo Nordisk $NVO 🧬 Current Drawdown: -XX% NTM P/E: 16x PEG: 1.45"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823819668541568) 2025-07-17 12:32:04 UTC 14.5K followers, 3628 engagements


"10 Stocks Double-Digit FCF Growth Est In Next X Years NTM Price/FCF 💵 🤖 $NVDA XX% 35x 🗂 $INTU XX% 33x 🖱 $GOOG XX% 26x 💳 $MA XX% 36x 🏦 $FICO XX% 55x ☁ $MSFT XX% 49x 💸 $EFX XX% 34x ☀ $ASML XX% 33x 👾 $SNPS XX% 40x 📦 $AMZN XX% 52x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1942585772303065200) 2025-07-08 14:05:14 UTC 14.5K followers, 7434 engagements


"@biopadawan Today I own XX businesses in my portfolio 👌🏽"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1944469541373002153) 2025-07-13 18:50:39 UTC 14.5K followers, XXX engagements


"$ASML with a double beat ✅ Revenue: 7.69B (+23% YoY) ✅ EPS: XXXX (+47% YoY) Net bookings: 5.54B (2.3B EUV / 42%)"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945355780561018945) 2025-07-16 05:32:15 UTC 14.5K followers, 24.9K engagements


"5. Fair Isaac $FICO 🏦 Revenue CAGR: XXX% COGS CAGR: XXXX% Revenue / COGS: 12.23x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943286653457727850) 2025-07-10 12:30:17 UTC 14.5K followers, 1899 engagements


"Did you know Copart $CPRT owns a lot of land $CPRT land valued at $2.03B today up from $105M in 2004 is understated on its balance sheet due to accounting rules that use historical purchase prices rather than current market values A key driver of its competitive edge 🚘"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1926676539715846357) 2025-05-25 16:27:37 UTC 14.5K followers, 16.2K engagements


"15 Quality Stocks With Consistent Annual Revenue Growth for XX Straight Years Rev CAGR 💰 Equifax $EFX X% 🎨 Sherwin Williams $SHW X% 🛒 Costco $COST X% 🐶 Idexx Labs $IDXX X% 📈 FactSet Research $FDS X% 🔩 Fastenal $FAST XX% 👾 Synopsys $SNPS XX% 💼 Brown & Brown $BRO XX% 🚜 Tractor Supply $TSCO XX% 💾 Cadence Design $CDNS XX% 🥤 Monster Becerage $MNST XX% 🏦 Intercontinental Exchange $ICE XX% 🎥 Netflix $NFLX XX% 📦 Amazon $AMZN XX% 🤝 MercadoLibre $MELI 38%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1913195342650048912) 2025-04-18 11:38:09 UTC 14.5K followers, 16.3K engagements


"Legendary investor Peter Lynch has said Buying back shares is the simplest & best way a company can reward its investors Here are XX Quality Stocks that Reduced Shares by at least -X% over the last X years with EPS CAGR of +12% or more 🧵"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159458071453986) 2025-07-15 16:32:08 UTC 14.5K followers, 11.2K engagements


"1/5 Tractor Supply & Co $TSCO 🐮 EPS CAGR: XXXXX% LTM ROIC: XX% $TSCO has delivered XX years of consistent revenue growth by capitalizing on its niche as the leading rural lifestyle retailer leveraging shared scale economies across its expansive store network strong brand loyalty and operational efficiency to ensure long-term resilience"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1933157185032237531) 2025-06-12 13:39:23 UTC 14.5K followers, XXX engagements


"7. Google $GOOG $GOOGL (Wed PM) 🗓 REV Est: $XXXXX (+3.8%) 🗓 EPS Est: $XXXX (+13.7%) 💵 NTM P/E: 20x 24x avg 💵 NTM FCF Yield: XXX% XXX% avg $GOOG Cloud revenue has surged at an impressive XX% CAGR since 2017 and now comprises XX% of total revenue"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317858041999736) 2025-07-18 21:15:12 UTC 14.5K followers, XXX engagements


"10 High-Quality Stocks with at least 2x More Cash than Long-Term Debt 💸 $MSFT $79.6B $39.8B 2.00x $CRM $17.4B $8.4B 2.07x $NVR $2.2B $0.91B 2.42x $ASML $9.8B $3.9B 2.51x $COST $14.8B $5.7B 2.59x $TSM $81.2B $29.7B 2.73x $NVDA $53.6B $8.5B 6.31x $GOOG $95.3B $10.9B 8.74x $CPRT $4.4B $X ♾ $ABNB $11.5B $X ♾"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1942935724338082004) 2025-07-09 13:15:49 UTC 14.5K followers, 6523 engagements


"@Frances_JG Thank you Frances 🙌🏽 $MMC is an excellent business fairly valued today at $213💵 I consider $MMC an excellent consideration for investment with a good margin of safety closer to $190💵"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1942406425231184373) 2025-07-08 02:12:34 UTC 14.5K followers, XXX engagements


"6. Salesforce $CRM 📊 Current Drawdown: -XX% NTM P/E: 22x PEG: 1.69"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823780359504331) 2025-07-17 12:31:55 UTC 14.5K followers, XXX engagements


"3. VeriSign $VRSN 🕸 Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 4.00x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943286640341852288) 2025-07-10 12:30:14 UTC 14.5K followers, XXX engagements


"3. Equifax $EFX (Tue AM) 🗓 REV Est: $1.51B (+5.6%) 🗓 EPS Est: $XXXX (+5.5%) 💵 NTM P/E: 33x 29x avg 💵 NTM FCF Yield: XXX% XXX% avg Workforce Solutions has grown faster than other segments and stands as $EFX most profitable segment"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317827524182355) 2025-07-18 21:15:05 UTC 14.5K followers, XXX engagements


"Netflix $NFLX reports Q2 2025 earnings after the close 🗓 REV est: $11.05B (+15% YoY) EPS est: $XXXX (+49% YoY)"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945928877236207793) 2025-07-17 19:29:32 UTC 14.5K followers, 1998 engagements


"9. ASML Holding $ASML ☀ Current Drawdown: -XX% NTM P/E: 28x PEG: 1.60"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823811229626397) 2025-07-17 12:32:02 UTC 14.5K followers, 2085 engagements


"2. Visa $V 💳 Share Reduction: -X% EPS Boost: +8% EPS CAGR: +13%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159469589012728) 2025-07-15 16:32:11 UTC 14.5K followers, 1053 engagements


"$MSCI is a very predictable business 🌐 Over XX% of revenues are recurring💰 ___ Subscriptions 10-Year CAGR: +10.2% Asset-Based Fees 10-Year CAGR: +14.0%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946203914530881551) 2025-07-18 13:42:26 UTC 14.5K followers, 6327 engagements


"Today marks a year since my FUT-inspired post Heres my updated WORLD CLASS XI🏟 Last years post is attached below for additional context check it out Share your starting XI in the comments Liverpool won the league after last years post hoping for same magic this year😉"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943343095740829857) 2025-07-10 16:14:34 UTC 14.5K followers, 13.7K engagements


"Netflix $NFLX reports Q2 2025 earnings after the close 🗓 REV est: $11.05B (+15% YoY) EPS est: $XXXX (+45% YoY)"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945938576937497086) 2025-07-17 20:08:05 UTC 14.5K followers, 8875 engagements


"8. Tesla $TSLA (Wed PM) 🗓 REV Est: $22.61B (-11.3%) 🗓 EPS Est: $XXXX (-28.8%) 💵 NTM P/E: 165x 95x avg 💵 NTM FCF Yield: XXX% XXX% avg Services revenue now represents about XX% of $TSLA total revenue"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317865239314728) 2025-07-18 21:15:14 UTC 14.5K followers, XXX engagements


"2. MSCI Inc $MSCI 🌐 Current Drawdown: -XX% NTM P/E: 32x PEG: 2.88"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823749866955095) 2025-07-17 12:31:48 UTC 14.5K followers, 1043 engagements


"6 Quality Stocks ROIC XX% Annually Last X Years $50B Market Cap Down XX% From Highs 💵 🏦 Fair Isaac $FICO LTM ROIC: XX% Market Cap: $45B % Down: -XX% 🏢 NVR Inc $NVR LTM ROIC: XX% Market Cap: $27B % Down: -XX% 🚿 A O Smith $AOS LTM ROIC: XX% Market Cap: $9B % Down: -XX% 🐕 IDEXX Labs $IDXX LTM ROIC: XX% Market Cap: $38B % Down: -XX% 📊 Manhattan Associates $MANH LTM ROIC: XX% Market Cap: $12B % Down: -XX% 🏊🏼♂ Pool Corp $POOL LTM ROIC: XX% Market Cap: $13B % Down: -43%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1888941613625274690) 2025-02-10 13:22:30 UTC 14.5K followers, 10.2K engagements


"8 Quality Stocks with Annual Double-Digit EPS Growth Over the Past 5-Years 5-Year EPS CAGR X. Microsoft $MSFT +18% ☁ X. Copart $CPRT +19% 🚘 X. MSCI Inc $MSCI +19% 🌐 X. Intuit $INTU +20% 🗂 X. Cadence Design $CDNS +22% 💾 X. Synopsys $SNPS +24% 👾 X. Veeva Systems $VEEV +25% 🖥 X. Fair Isaac $FICO +26% 🏦"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1940064267857707119) 2025-07-01 15:05:40 UTC 14.5K followers, 10.3K engagements


"Quality Compounders & S&P Credit Ratings💵 AAA Microsoft $MSFT ☁ AA+ Apple $AAPL 📱 Google $GOOG 🖱 AA Costco $COST 🛒 Amazon $AMZN 📦 Novo Nordisk $NVO 🧬 AA- Visa $V 💸 Meta $META 📸 Nvidia $NVDA 🤖 Taiwan Semi $TSM 💽 Automatic Data $ADP 💰 A+ Mastercard $MA 💳 Salesforce $CRM 📊 A Applied Materials $AMAT 💿 A- Intuit $INTU 🗂 Lam Research $LRCX 🖨 Booking Holdings $BKNG ✈ Intercontinental Exchange $ICE 🏦"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1932151811051225353) 2025-06-09 19:04:24 UTC 14.5K followers, 15.1K engagements


"4. Mastercard $MA 💸 Share Reduction: -XX% EPS Boost: +11% EPS CAGR: +12%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159482192896329) 2025-07-15 16:32:14 UTC 14.5K followers, XXX engagements


"10 High-Quality Sticky Stocks That Increased Revenues Annually in the Past XX Years 📈 X. Fair Isaac $FICO 💰 (+8.08% CAGR) X. Equifax $EFX 💸 (+8.83)% CAGR X. IDEXX Labs $IDXX 🐶 (+10.12% CAGR) X. S&P Global $SPGI 💵 (+10.89% CAGR) X. MSCI Inc $MSCI 🌐 (+11.10% CAGR) X. Cadence Design $CDNS 💾 (+11.37% CAGR) X. Synopsys $SNPS 👾 (+11.53% CAGR) X Intercontinental Exchange $ICE 🏦 (+11.61% CAGR) X. Amazon $AMZN 📦 (+21.77% CAGR) XX. Medpace $MEDP 🏥 (+21.94% CAGR)"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1904869246158446618) 2025-03-26 12:13:13 UTC 14.5K followers, 18.1K engagements


"2/5 Monster Beverage $MNST 🧃 EPS CAGR: XXXXX% LTM ROIC: XX% $MNST has sustained XX years of consistent revenue growth by dominating the energy drink market with its strong brand and global distribution leveraging shared scale economies and strategic partnerships"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1933157186936406287) 2025-06-12 13:39:24 UTC 14.5K followers, XXX engagements


"1. Google $GOOG $GOOGL ☁ Current Drawdown: -XX% NTM P/E: 20x PEG: 1.65x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823738965925950) 2025-07-17 12:31:45 UTC 14.5K followers, 1421 engagements


"Even accounting for the current drop Dev did generate roughly $900M from his $FICO investment since 2022 & $FICO is up more than +250% since 2022 To your point though it will be interesting to see if he trimmed $FICO in the latest quarter wouldnt be surprised if he added $MSFT as well Maintaining that position in $FICO (32% allocation) despite its valuation especially when it traded above $2000 in May 2025 is hard to justify imho"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943058876573573335) 2025-07-09 21:25:11 UTC 14.5K followers, 1450 engagements


"Booking Holdings $BKNG Q1 2025 Report 🗓 ✅ Rev: $4.76B vs $4.58B (est) +8% YoY ✅ EPS: $XXXXX vs $XXXXX (est) +22% YoY"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1917312414216773759) 2025-04-29 20:17:56 UTC 14.5K followers, 10.3K engagements


"$FICO is now down -XX% from its highs 📉 Not uncommon when a stock trades for 80x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945180671565078995) 2025-07-15 17:56:26 UTC 14.5K followers, 12.4K engagements


"10. Nasdaq $NDAQ (Thu AM) 🗓 REV Est: $1.27B (+9.5%) 🗓 EPS Est: $XXXX (+15.9%) 💵 NTM P/E: 27x 23x avg 💵 NTM FCF Yield: XXX% XXX% avg $ICE is my favorite business in the financial exchanges sector though $NDAQ deserves an honorable mention"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317873141407799) 2025-07-18 21:15:16 UTC 14.5K followers, 1242 engagements


"Booking Holdings stock $BKNG ✈ How obvious it looks now in hindsight A classic yet rare case of market neglect"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1928488530449207620) 2025-05-30 16:27:49 UTC 14.5K followers, 12.5K engagements


"10/10 Booking Holdings $BKNG ✈ YTD: +12% NTM P/E: 25x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1928183959894036803) 2025-05-29 20:17:34 UTC 14.5K followers, 2016 engagements


"@biopadawan Haha the chart is one thing the business is another Albeit $CPRT multiple expanded a bit much trading for 38x less than a year ago so this is normal price action regression to the mean due to less aggressive growth estimates A fair range for $CPRT is between 26x - 30x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945179085396664358) 2025-07-15 17:50:08 UTC 14.5K followers, XXX engagements


"Looking back at some of your best investment decisions & your worst investment mistakes can help you become a better investor 💸 Mistake # X & Best # X are my favorites You will benefit from reading this these are things I wish I knew early on 💯 Here are X of my biggest MISTAKES 👎🏽: X I waited too long to buy high-quality businesses I was mentored in 2016 & my mentor was a VALUE first investor (rather than QUALITY first) & was heavily influenced by Benjamin Grahams ideologies as it related to low multiples tangible assets etc. Higher multiples scared him off and as a result scared me off"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1765755894074118465) 2024-03-07 15:06:25 UTC 14.5K followers, 17.3K engagements


"3. MSCI Inc $MSCI 🌐 Share Reduction: -X% EPS Boost: +9% EPS CAGR: +16%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159475851108482) 2025-07-15 16:32:13 UTC 14.5K followers, 1053 engagements


"8. Fair Isaac $FICO 🏦 10-Year Return: +2031% 10-Year CAGR: +36% $10K ➡ $205K $FICO experienced X -XX% drawdowns"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1938206081173319992) 2025-06-26 12:01:54 UTC 14.5K followers, 3153 engagements


"1. Roper Technologies $ROP (Mon AM) 🗓 REV Est: $1.93B (+12.2%) 🗓 EPS Est: $XXXX (+7.8%) 💵 NTM P/E: 27x 29x avg 💵 NTM FCF Yield: XXX% XXX% avg Recurring revenue has grown faster than overall revenue"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317811770380664) 2025-07-18 21:15:01 UTC 14.5K followers, XXX engagements


"2. Paychex $PAYX 💵 Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 1.73x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943286634687910215) 2025-07-10 12:30:12 UTC 14.5K followers, XXX engagements


"Operating leverage is a powerful driver in investing enabling companies to boost operating margins & amplify profitability Here are XX stocks that grew operating margins by 20%+ from 2014 - 2024 💸 X. $ASML XXXX% ➡ XXXX% +23% X. $NVO XXXX% ➡ XXXX% +24% X. $GOOG XXXX% ➡ XXXX% +28% X. $MSFT XXXX% ➡ XXXX% +33% X. $CPRT XXXX% ➡ XXXX% +37% X. $WM XXXX% ➡ XXXX% +40% X. $ADP XXXX% ➡ XXXX% +47% X. $MSCI XXXX% ➡ XXXX% +59% X. $FICO XXXX% ➡ XXXX% +102% XX. $NVDA XXXX% ➡ XXXX% +285% ___ Operating leverage measures a companys ability to boost operating income disproportionately with revenue growth driven"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1942310760001974297) 2025-07-07 19:52:26 UTC 14.5K followers, 11.5K engagements


"6/10 Fair Isaac $FICO +33% CAGR 🏦 EPS CAGR: +25% Multiple Expansion: +6%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1931401619549081838) 2025-06-07 17:23:24 UTC 14.5K followers, 1938 engagements


"1. ASML Holding $ASML ☀ Share Reduction: -X% EPS Boost: +6% EPS CAGR: +26%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159463410803168) 2025-07-15 16:32:10 UTC 14.5K followers, 1476 engagements


"@kanavaggar95771 No worries Well heres a question for you: Does any of that matter if $FICO can grow EPS at a XX% - XX% CAGR over the next X years"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945185386277306867) 2025-07-15 18:15:10 UTC 14.5K followers, XXX engagements


"9. Apple $AAPL 📱 Share Reduction: -XX% EPS Boost: +19% EPS CAGR: +15%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159515558584367) 2025-07-15 16:32:22 UTC 14.5K followers, 2095 engagements


"4. Visa $V 💳 Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 6.20x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943286646528421942) 2025-07-10 12:30:15 UTC 14.5K followers, 2505 engagements


"@Fred_Abyss Yup $MSCI is in my portfolio 👌🏽 there are many excellent businesses that arent included in the XI (as with a great futbol squad) this so happens to be the starting line up today 😂👍🏽"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943409158578917734) 2025-07-10 20:37:04 UTC 14.5K followers, XXX engagements


"7. Fair Isaac $FICO 🏦 Current Drawdown: -XX% NTM P/E: 46x PEG: 2.00"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823793974312989) 2025-07-17 12:31:58 UTC 14.5K followers, 1000 engagements


"8. Airbnb $ABNB 🏝 Current Drawdown: -XX% NTM P/E: 32x PEG: 1.70"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823802123821409) 2025-07-17 12:32:00 UTC 14.5K followers, XXX engagements


"Looking at $ASML Service & Field Option Quarterly Revenue as a percentage of Total Revenue Not only has this segment compounded at an attractive rate (+19.7%) but it also represented more than 1/4 of Total Revenue in the latest quarterly report"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945861751389433989) 2025-07-17 15:02:48 UTC 14.5K followers, 10.2K engagements


"@LWRCapital Yes you can see my latest comments on $CPRT by looking up the tikr in the search bar on my profile & sort by latest comments 👌🏽"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945515349169885696) 2025-07-16 16:06:19 UTC 14.5K followers, XX engagements


"4. Danaher $DHR (Tue AM) 🗓 REV Est: $5.84B (+1.7%) 🗓 EPS Est: $XXXX (-4.6%) 💵 NTM P/E: 25x 26x avg 💵 NTM FCF Yield: XXX% XXX% avg Over XX% of $DHR total revenue is recurring as of LTM"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317835912839607) 2025-07-18 21:15:07 UTC 14.5K followers, XXX engagements


"10 Quality Stocks Down XX% From Highs That Should Be On Your Watchlist This Week 💵 X $LVMH $MC Louis Vuitton Mot 👜 % Down From Highs: -XX% LTM ROIC: XXXX% NTM P/E: 21.67x X $CP Canadian Pacific 🛤 % Down From Highs: -XX% LTM ROIC: XXX% NTM P/E: 23.53x X $CRM Salesforce 📊 % Down From Highs: -XX% LTM ROIC: XXX% NTM P/E: 23.09x X $ODFL Old Dominion Freight 🚛 % Down From Highs: -XX% LTM ROIC: XXXX% NTM P/E: 28.05x X $MSCI MSCI Inc 📈 % Down From Highs: -XX% LTM ROIC: XXXX% NTM P/E: 32.02x X $UNH UnitedHealth 🩻 % Down From Highs: -XX% LTM ROIC: XXXX% NTM P/E: 17.72x X $NKE Nike 🎽 % Down From"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1802672718266900967) 2024-06-17 12:00:42 UTC 14.5K followers, 41.6K engagements


"15 Quality Stocks That Maintained ROIC XX% in the Last X Years Average ROIC 💸 💳 Visa $V XX% 📱 Apple $AAPL XX% 🚘 Copart $CPRT XX% 🧾 Paychex $PAYX XX% 🌐 MSCI Inc $MSCI XX% 🏦 Fair Isaac $FICO XX% 💵 Mastercard $MA XX% ☁ Microsoft $MSFT XX% 💨 Philip Morris $PM XX% 🧬 Novo Nordisk $NVO XX% 🖨 Lam Research $LRCX XX% ☀ ASML Holding $ASML XX% 📸 Meta Platforms $META XX% 👩🏻🔬 Vertex Pharmaceuticals $VRTX XX% 💰 Automatic Data Processing $ADP 50%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1900151388107166065) 2025-03-13 11:46:08 UTC 14.5K followers, 23.1K engagements


"9. ServiceNow $NOW (Wed PM) 🗓 REV Est: $3.12B (+18.6%) 🗓 EPS Est: $XXXX (-9.9%) 💵 NTM P/E: 55x 55x avg 💵 NTM FCF Yield: XXX% XXX% avg XX% of $NOW total revenue is recurring"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317868016062477) 2025-07-18 21:15:15 UTC 14.5K followers, 2653 engagements


"@Fred_Abyss Absolutely it certainly deserves the premium"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946247201555882216) 2025-07-18 16:34:27 UTC 14.5K followers, XXX engagements


"4. Equifax $EFX 💵 Current Drawdown: -XX% NTM P/E: 32x PEG: 1.23"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823764677095914) 2025-07-17 12:31:51 UTC 14.5K followers, 1003 engagements


"3. Brown & Brown $BRO 💼 Current Drawdown: -XX% NTM P/E: 24x PEG: 2.00"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823757563465919) 2025-07-17 12:31:50 UTC 14.5K followers, 1001 engagements


"8. Fair Isaac $FICO 🏦 Share Reduction: -XX% EPS Boost: +19% EPS CAGR: +26%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159508847628521) 2025-07-15 16:32:20 UTC 14.5K followers, 1530 engagements


"With markets near all time highs it could be tempting to chase the hot winners As a long-term investor I get excited when proven high-quality stocks fallgiving us a shot at finding value Below is a list of XX wide-moat stocks down at least -XX% from their highs 🧵"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823731227463797) 2025-07-17 12:31:43 UTC 14.5K followers, 6503 engagements


"Investing in companies growing revenues at a faster percentage than cost of goods sold (COGS) is a potent strategy highlighting strong pricing power & efficiency that enhance profit margins Here are X stocks with revenue growth at least 1.50x their COGS over the past X years🧵"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943286622016934243) 2025-07-10 12:30:09 UTC 14.5K followers, 7274 engagements


"Starting to like $FICO here $1600 The best way to mediate the risk of its rich premium is to strategically acquire the business in tranches: 1/3 $1500 1/3 $1250 1/3 $1000 Average near $1200 & a PEG 2.00x assuming $FICO can meet estimates over next X years"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943304212391113174) 2025-07-10 13:40:03 UTC 14.5K followers, 11.1K engagements


"A quality valuation analysis on $GOOG 🧘🏽♂ NTM P/E Ratio: 19.32x 10-Year Mean: 23.69x NTM FCF Yield: XXXX% 10-Year Mean: XXXX% As you can see $GOOG appears to be trading below fair value Going forward investors can receive XX% MORE in earnings per share & X% LESS in FCF per share 🧠*** Before we get into valuation lets take a look at why $GOOG is a great business BALANCE SHEET✅ Cash & Short-Term Inv: $95.33B Long-Term Debt: $10.89B $GOOG has a strong balance sheet an AA+ S&P Credit Rating & 467x FFO Interest Coverage RETURN ON CAPITAL✅ 2020: XXXX% 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024:"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943714028498620532) 2025-07-11 16:48:31 UTC 14.5K followers, 13.9K engagements


"5. Intuitive Surgical $ISRG (Tue PM) 🗓 REV Est: $2.35B (+16.9%) 🗓 EPS Est: $XXXX (-0.5%) 💵 NTM P/E: 64x 58x avg 💵 NTM FCF Yield: XXX% XXX% avg $ISRG is a sticky business & a great example of razor & blades business model"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317844855058540) 2025-07-18 21:15:09 UTC 14.5K followers, XXX engagements


"5. Tractor Supply $TSCO 🚜 Share Reduction: -XX% EPS Boost: +11% EPS CAGR: +16%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159488538878115) 2025-07-15 16:32:16 UTC 14.5K followers, XXX engagements


"@Fred_Abyss I can share another $MSCI analysis a few days after earnings $MSCI trades close to fair value today was attractive most recently $530s to $540s & of course when I shares my analysis last year at $XXX 👌🏽"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946209348469846446) 2025-07-18 14:04:02 UTC 14.5K followers, XXX engagements


"2/5 Monster Beverage $MNST 🧃 EPS CAGR: XXXXX% LTM ROIC: XX% $MNST has sustained XX years of consistent revenue growth by dominating the energy drink market with its strong brand and global distribution leveraging shared scale economies and strategic partnerships"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1933158052816904231) 2025-06-12 13:42:50 UTC 14.5K followers, 1494 engagements


"👾 Synospsys $SNPS +17% 💽 Cadence Design $CDNS +13% Occasionally the market dips due to perceived short-term headwinds presenting a golden opportunity that demands swift decisive action This is why its always prudent to have your buy price targets set in advance"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1940767603406020964) 2025-07-03 13:40:29 UTC 14.5K followers, 7750 engagements


"1/5 Tractor Supply & Co $TSCO 🐮 EPS CAGR: XXXXX% LTM ROIC: XX% $TSCO has delivered XX years of consistent revenue growth by capitalizing on its niche as the leading rural lifestyle retailer leveraging shared scale economies across its expansive store network strong brand loyalty and operational efficiency to ensure long-term resilience"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1933158047246876782) 2025-06-12 13:42:49 UTC 14.5K followers, 1593 engagements


"5. Copart $CPRT 🚘 Current Drawdown: -XX% NTM P/E: 28x PEG: 2.10"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823772604240034) 2025-07-17 12:31:53 UTC 14.5K followers, 1081 engagements


"@Longtermloren Yup the tariff news is noise $MELI will be just fine"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943312388331110626) 2025-07-10 14:12:33 UTC 14.5K followers, XXX engagements


"@Fred_Abyss Absolutely $MSCI shares several similarities with $V $MA and $SPGI in terms of its strong moat (built on indispensable index and analytics tools with network effects) high predictability from recurring subscription revenues and low capex model that fuels efficient growth"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946285358460670129) 2025-07-18 19:06:04 UTC 14.5K followers, XXX engagements


"10. NVR Inc $NVR 🏢 Share Reduction: -XX% EPS Boost: +23% EPS CAGR: +16%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159521468358942) 2025-07-15 16:32:23 UTC 14.5K followers, 1948 engagements


"1. Arthur J Gallagher $AJG 📊 Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 1.71x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943286628459466940) 2025-07-10 12:30:11 UTC 14.5K followers, XXX engagements


"@Fred_Abyss Thanks for the kind words I really appreciate it I like to keep it simple and let the numbers tell the storyfocusing on fundamentals avoids spinning a narrative that might cloud judgment with confirmation bias $MSCI is an excellent business I own both $SPGI & $MSCI"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1942320467928383933) 2025-07-07 20:31:00 UTC 14.5K followers, XXX engagements


"7 Reasons WHY $BKNG (Booking Holdings) Should Be On Your Watchlist 💸 X $BKNG has grown revenue for XX out of the last XX years X $BKNG has increased earnings per share (EPS) for XX out of the last XX years X Strong & consistent ROIC (drop in 2020 due to global restrictions) X Opportunity for growth in operating and net income margins X A fortress balance sheet with $16.33B in cash & $13.36B in long term debt X Aggressive share buybacks (33% decrease in shares outstanding since 2013 leading to a XX% boost in EPS) X $BKNG recently initiated a $XXXXX per share dividend that will likely grow at"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1825650024723919128) 2024-08-19 21:44:19 UTC 14.5K followers, 81.2K engagements


"Netflix $NFLX Double Beat Q2 2025 Report ✅ Revenue: $11.08B (+16% YoY) ✅ EPS: $XXXX (+47% YoY)"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945939024604012907) 2025-07-17 20:09:51 UTC 14.5K followers, 4572 engagements


"Berkshire Hathaway is down -XXXX% from its highsthe largest drawdown in X years $BRK.A $BRK.B appears to be fairly valued at $471💵 & a good buy with a margin of safety at $425💵"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945572800363733205) 2025-07-16 19:54:37 UTC 14.5K followers, 21.5K engagements


"As earnings season ramps up next week is packed with scheduled reports 🗓 Lets dive into the earnings expectations valuations & business segments for XX standout quality stocks Food for thought over the weekend🧵"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317806405931102) 2025-07-18 21:15:00 UTC 14.5K followers, 10.8K engagements


"$BKNG is an ideal case of market neglect ✈ Hard to believe yet $BKNG stock is up +57% since my August post highlighting why its a great business I also shared several analyses suggesting it was a compelling investment at $3700 & most recently at $4300 💵"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1942350619483812242) 2025-07-07 22:30:49 UTC 14.5K followers, 10.2K engagements


"Tomorrow marks one year since this FUT-inspired post so Ill share an updated XI 🏟 If you havent read it yet I encourage you to check it outits a quick read that could sharpen your investing mindset 🎯 Feel free to craft your own XI and share it in tomorrows post #YNWA"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943035874079359215) 2025-07-09 19:53:46 UTC 14.5K followers, 5960 engagements


"GE Aerospace $GE reports Q2 2025 earnings tomorrow morning 🗓 REV est: $9.58B (+5.4% YoY) EPS est: $XXXX (+17.5% YoY) In FY 2024 services revenue accounted for XX% of total revenue💰 Dont overlook $GE its not the same company it was years ago as I detailed in May👇🏽"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945596429113987427) 2025-07-16 21:28:30 UTC 14.5K followers, 7887 engagements


"Less than X months ago I highlighted $SNPS as a good purchase at $457💵 Since then $SNPS has surged +28%✅ Bummer that it bounced back so quickly As I stated: $SNPS will thrive as AI and tech advancements drive chip demand boosting the need for its cutting-edge semiconductor design software that helps create faster smarter chips among other things $SNPS offers a stellar way to tap into the semiconductor boom delivering steady predictable growth and reliable recurring revenue for investors seeking stability in the space You can find the original valuation analysis in the post below👇🏽"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946019611998114224) 2025-07-18 01:30:05 UTC 14.5K followers, 5156 engagements


"9/10 S&P Global $SPGI 💰 YTD: +4% NTM P/E: 29x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1928183954114314490) 2025-05-29 20:17:33 UTC 14.5K followers, 2194 engagements