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[@DimitryNakhla](/creator/twitter/DimitryNakhla)
"4. Meta Platforms $META 📸 (2023) Multiple compression: 35x ➡ 9x Headlines: $META crashes due to weak holiday quarter & significantly more costs earnings misses questions about growth revenue projections less than X% Return since peak compression: +351%"  
[X Link](https://x.com/DimitryNakhla/status/1954211368640323799) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-08-09T16:01Z 15.6K followers, 1554 engagements


"5. Booking Holdings $BKNG ✈ (2022) Multiple compression: 26x ➡ 14x Headlines: $BKNG expected to post quarterly loss analysts bearish on companys earnings prospects fear of rising rates gas prices and possible recession Return since peak compression: +229%"  
[X Link](https://x.com/DimitryNakhla/status/1954211376928305170) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-08-09T16:01Z 15.6K followers, 3029 engagements


"Triple Frond Partners 13F as of Q2 2025 💵 Notable adds: $META $CCS Notable sales: $TDG Source: Dataroma"  
[X Link](https://x.com/DimitryNakhla/status/1955740774089244812) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-08-13T21:18Z 15.6K followers, 4283 engagements


"$MELI briefly traded for 39x a multiple last seen during the April XX bear market 💵 Analyst EPS Est: 2025: $XXXXX (+18% YoY) 2026: $XXXXX (+49% YoY) 2027: $XXXXX (+34% YoY) 2028: $XXXXXX (+38% YoY) Even if $MELI XX EPS is $XXX & trades for 33x XX% CAGR potential"  
[X Link](https://x.com/DimitryNakhla/status/1974102068651831589) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-03T13:19Z 15.6K followers, 28.4K engagements


"$FDS FactSet Research Systems is one of those steady compounders 📈📉 In the last XX years: Revenues CAGR +11.91% Growth in 20/20 years ✅ Net Income CAGR: +11.85% Growth in 18/20 years ✅ Dividends CAGR: +17.44% Growth in 20/20 years ✅ #stocks #investing"  
[X Link](https://x.com/DimitryNakhla/status/1787567648319975778) [@DimitryNakhla](/creator/x/DimitryNakhla) 2024-05-06T19:38Z 15.6K followers, 5554 engagements


"2. MSCI Inc $MSCI 🌐 Current Drawdown: -XX% NTM P/E: 32x PEG: 2.88"  
[X Link](https://x.com/DimitryNakhla/status/1945823749866955095) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-17T12:31Z 15.6K followers, 2245 engagements


"5. Automatic Data $ADP (Wed AM) 🗓 REV Est: $5.05B (+5.8%) 🗓 EPS Est: $XXXX (+6.2%) 💵 NTM P/E: 29x 28x avg 💵 NTM FCF Yield: XXX% XXX% avg Over XX% of $ADP revenue is recurring with Employer Services Revenue growth accelerating in recent years"  
[X Link](https://x.com/DimitryNakhla/status/1949081130277167262) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-26T12:15Z 15.6K followers, XXX engagements


"Fair Isaac $FICO Q3 2025 Report Estimates🗓 REV: $515.39M (+15% YoY) EPS: $XXXX (+23% YoY) Q3 2024 & FY Segments & KPIs 👇🏽 (FiscalAI)"  
[X Link](https://x.com/DimitryNakhla/status/1950594677046198663) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-30T16:29Z 15.6K followers, 11.7K engagements


"Fair Isaac $FICO Q3 2025 Report 🗓 ✅ REV: $536M (+20% YoY) ✅ EPS: $XXXX (+37% YoY) 💵 FCF $276M (+34% YoY) 📊 Scores $324M (+34% YoY)"  
[X Link](https://x.com/DimitryNakhla/status/1950653446488768826) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-30T20:23Z 15.6K followers, 8026 engagements


"5 High-Quality Stocks Near 52-Week Lows 💸 X. Zoetis $ZTS 🐶 X. Copart $CPRT 🚘 X. Fortinet $FTNT 🤖 X. Fair Isaac $FICO 🏦 X. Constellation Software $CSU.TO $CNSWF 🌠"  
[X Link](https://x.com/DimitryNakhla/status/1956318035494449375) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-08-15T11:32Z 15.6K followers, 15.5K engagements


"TransDigm in its largest drawdown since 2022 & trades for a XXX% Forward FCF Yield $TDG 🛩"  
[X Link](https://x.com/DimitryNakhla/status/1964091581578821739) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-05T22:21Z 15.6K followers, 5437 engagements


"@GiuseppeSanta2 Many of the financial data & stock exchanges stocks traded down in sympathy with $FDS after its quarterly report (overreaction in several names)"  
[X Link](https://x.com/DimitryNakhla/status/1969009716278751338) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-19T12:04Z 15.6K followers, 2327 engagements


"@SoJustFollowMe Brian Jellison was a rockstar $ROP remarkable transformation over the past two decades is a testament to his brilliance"  
[X Link](https://x.com/DimitryNakhla/status/1974196112547549404) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-03T19:33Z 15.6K followers, 1722 engagements


"@PrinceOfGoodT @SoJustFollowMe Yes I believe $CSU surpasses $ROP in quality It will be intriguing to see if the market grants $CSU the same premium it enjoyed under Mark Leonard as investor confidence gradually rebuilds"  
[X Link](https://x.com/DimitryNakhla/status/1974483582665068871) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-04T14:35Z 15.6K followers, XXX engagements


"10. Google $GOOG $GOOGL +72%"  
[X Link](https://x.com/DimitryNakhla/status/1978084940378939561) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T13:06Z 15.6K followers, 1615 engagements


"11. AppLovin $APP +83%"  
[X Link](https://x.com/DimitryNakhla/status/1978084947626754409) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T13:06Z 15.6K followers, 1826 engagements


"Booking Holdings $BKNG Q2 2025 Report 🗓 ✅ REV: $6.8B vs $6.6B est (+16% YoY) ✅ EPS: $XXXXX vs $XXXXX est (+32% YoY) 💵 FCF $3.1B (+32% YoY)"  
[X Link](https://x.com/DimitryNakhla/status/1950289673571729594) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-29T20:17Z 15.6K followers, 6223 engagements


"Booking Holdings $BKNG is up +13% year-to-date yet its stock multiple compressed -X% compared to the start of 2025💰 While $BKNG trades at 23.26x NTM estimates its EPS CAGR is projected at an impressive XXXXX% from 2025-2028"  
[X Link](https://x.com/DimitryNakhla/status/1967887390997090562) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-16T09:44Z 15.6K followers, 7867 engagements


"Though Intuitive Surgical stock is down XX% from its highs it still trades at a lofty 52x NTM EPS Yes $ISRG is a wonderful business Yet its current valuation given growth estimates & looming competition from $JNJ Ottava offers little margin of safety for investors today"  
[X Link](https://x.com/DimitryNakhla/status/1970940927436116478) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-24T19:58Z 15.6K followers, 9561 engagements


"Roper Technologies a top holding of Chuck Akre (8% allocation as of Q2 XX 13F) now trades near its lowest valuation in X years The last time $ROP traded for 23x & a XXX% FCF Yield was during the extended 2022 bear market"  
[X Link](https://x.com/DimitryNakhla/status/1974194355163615560) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-03T19:26Z 15.6K followers, 37.8K engagements


"Booking Holdings stock trades at 22x NTM EPS estimates with expected mid-teens earnings growth over the coming years $BKNG has also reduced its shares outstanding an impressive -XX% over the past XX years"  
[X Link](https://x.com/DimitryNakhla/status/1975229550415200578) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-06T15:59Z 15.6K followers, 22.2K engagements


"Todays OpenAI DevDay Event Launch partners for the new ChatGPT app which directly integrates features with major brands $BKNG named as one of the partners empowering seamless reservations purchases and queries within ChatGPT"  
[X Link](https://x.com/DimitryNakhla/status/1975260347037630549) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-06T18:02Z 15.6K followers, 7379 engagements


"$RACE CAGR potential assuming 2027 EPS estimate is met: 42x P/E: $483💵 XXXX% CAGR 40x P/E: $460💵 XXX% CAGR 38x P/E: $437💵 XXX% CAGR XX P/E: $414💵 XXX% CAGR 34x P/E: $391💵 XXX% CAGR *Assuming 2027 EPS Est of $XXXXX *Includes Dividend"  
[X Link](https://x.com/DimitryNakhla/status/1976713558999417081) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-10T18:16Z 15.6K followers, 5030 engagements


"Copart is in its largest drawdown (-31%) since the 2022 bear market Adjusted for cash $CPRT now trades for 23x"  
[X Link](https://x.com/DimitryNakhla/status/1977714695508283491) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-13T12:35Z 15.6K followers, 111.1K engagements


"For the investor a too-high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments Warren Buffett Appreciate the constant reminders on names like $ODFL $RACE $ZTS & $EL which have seen sharp multiple contraction Its remarkable how often the market often justifies lofty multiples despite insufficient growth to support them Valuation (*relative to growth*) doesnt matter until it does"  
[X Link](https://x.com/DimitryNakhla/status/1977899154773827877) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T00:48Z 15.6K followers, 2235 engagements


"A quality valuation analysis on $MELI 🧘🏽♂ NTM P/E Ratio: 39.87x P/E Ratio Mean: 46.42x As you can see $MELI appears to be trading below fair value Going forward investors can receive XX% MORE in earnings per share 🧠*** Before we get into valuation lets take a look at why $MELI is a great business BALANCE SHEET✅ Cash & Short-Term Inv: $3.98B Long-Term Debt: $3.43B $MELI has a strong balance sheet a BB+ S&P Credit Rating & 52x FFO Interest Coverage RETURN ON CAPITAL➡✅ 2020: XXX% 2021: XXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: XXXX% RETURN ON EQUITY➡✅ 2020: (0.1%) 2021: XXX% 2022: 28.7%"  
[X Link](https://x.com/DimitryNakhla/status/1975202458872709226) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-06T14:12Z 15.6K followers, 26.2K engagements


"Heres a lesser-known quality compounder worth adding to your watchlist: Howmet Aerospace $HWM 🛩 A $10000 investment in $HWM X years ago would be worth $102140 today Below is the companys revenue breakdown across its four key segments Net income margins have significantly expanded since 2020 ___ $HWM return metrics: LTM ROIC: XX% LTM ROCE: XX% LTM ROE: XX% ___ $HWM financial position: Total cash & short-term inv: $545M Long-term debt: $3.25B FFO interest coverage ratio: 8.84x S&P Credit Rating: BBB+"  
[X Link](https://x.com/DimitryNakhla/status/1977402502506020938) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-12T15:54Z 15.6K followers, 8306 engagements


"Incremental margin measures how much of each additional revenue dollar becomes profit reflecting a companys efficiency in converting growth to net income Its a useful metric for identifying businesses that scale effectively with revenue strongly boosting the bottom line Here are XX quality companies & their incremental margin % over the past X years🧵"  
[X Link](https://x.com/DimitryNakhla/status/1978084885215461812) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T13:06Z 15.6K followers, 5107 engagements


"1. S&P Global $SPGI +33%"  
[X Link](https://x.com/DimitryNakhla/status/1978084890244436170) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T13:06Z 15.6K followers, 1255 engagements


"2. TransDigm $TDG +34%"  
[X Link](https://x.com/DimitryNakhla/status/1978084895445410260) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T13:06Z 15.6K followers, 1079 engagements


"ASML Holding $ASML Q3 2025 earnings 🗓 REV: XXXX vs 7.74B est ✅ EPS: XXXX vs XXXX est Quarterly net bookings Q3 of 5.4B (3.6B EUV) Outlook Q4 2025 Revenue 9.2B - 9.8B vs 9.3B est"  
[X Link](https://x.com/DimitryNakhla/status/1978331647511609657) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-15T05:26Z 15.6K followers, 10.2K engagements


"A quality valuation analysis on $ABNB 🧘🏽♂ NTM P/E Ratio: 28.17x 3-Year Mean: 32.18x NTM FCF Yield: XXXX% 3-Year Mean: XXXX% As you can see $ABNB appears to be trading below fair value Going forward investors can expect to receive XX% MORE in earnings per share & XX% MORE in FCF per share🧠*** Before we get into valuation lets take a look at why $ABNB is a quality business BALANCE SHEET✅ Cash & Equivalents: $11.36B Long-Term Debt: $X $ABNB has an excellent balance sheet RETURN ON CAPITAL❌➡✅ 2020: (65.7%) 2021: XXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: XXXX% RETURN ON EQUITY❌➡✅ 2020:"  
[X Link](https://x.com/DimitryNakhla/status/1978463778862772619) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-15T14:11Z 15.6K followers, 4076 engagements


"TransDigm $TDG Stock in X Charts 📊 X. $TDG FCF CAGR +15.2% X. $TDG EPS CAGR +14.8% X. Strong business performance across the companys two main segments X. Incredibly strong & steady margins"  
[X Link](https://x.com/DimitryNakhla/status/1978931323952676979) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-16T21:09Z 15.6K followers, 5400 engagements


"10 Quality Stocks w/ Compelling FCF Yields Relative to Historical Averages & Growth 💵 X. $TDG XXXX% X. $MA XXXX% X. $CPRT XXXX% X. $INTU XXXX% X. $SPGI XXXX% X. $CSU XXXX% X. $ADP XXXX% X. $ICE XXXX% X. $BKNG XXXX% XX. $ABNB 6.12%"  
[X Link](https://x.com/DimitryNakhla/status/1979168345040511187) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-17T12:51Z 15.6K followers, 35.8K engagements


"@Abel_Invests Absolutelyboth businesses are exceptional"  
[X Link](https://x.com/DimitryNakhla/status/1979545993382084923) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-18T13:51Z 15.6K followers, XXX engagements


": ✅ X. Dominos Pizza $DPZ 🍕 _______ : ✅ X. Texas Instruments $TXN 🧮 _______ : ✅ X. NVR Inc $NVR 🏠 _______ : ✅ X. VeriSign $VRSN _______ : ✅ X. Home Depot $HD 🔨 _______ : ✅ X. Zoetis $ZTS 🐩 X. Graco Inc $GGG 📏 X. Mastercard $MA 💳 X. Philip Morris $PM 🚬 XX. Lam Research $LRCX 🖥 XX. Veeva Systems $VEEV 👨🏽💻 XX. Colgate-Palmolive $CL 🧴 XX. Waters Corporation $WAT 🚾 _______ : ✅ XX. Hershey $HSY 🍫 XX. Amgen $AMGN 🧬 XX. MSCI Inc $MSCI 🏪 XX. KLA Corp $KLAC 💻 XX. Microsoft $MSFT XX. Alphabet $GOOG 👨🏽💻 XX. Yum Brands $YUM 🌮 XX. Factset Research $FDS 📈 XX. West Pharmaceutical $WST"  
[X Link](https://x.com/DimitryNakhla/status/1672334626872852481) [@DimitryNakhla](/creator/x/DimitryNakhla) 2023-06-23T20:03Z 15.6K followers, 89K engagements


"10 Quality Stocks Flying Under The Radar With Market Capitalizations Below $50B 💸 🏢 NVR Inc $NVR 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 🚛 Old Dominion Freight $ODFL 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 💼 Brown & Brown $BRO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 🚜 Tractor Supply $TSCO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ⚗ Graco $GGG 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 🧐 FactSet Research $FDS 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: 11.1%"  
[X Link](https://x.com/DimitryNakhla/status/1780951722837377241) [@DimitryNakhla](/creator/x/DimitryNakhla) 2024-04-18T13:29Z 15.6K followers, 47.1K engagements


"8. Copart $CPRT 🚘 NTM Feb 2020 P/E: 32.84x NTM Feb 2025 P/E: 34.25x Stock Price: +137%"  
[X Link](https://x.com/DimitryNakhla/status/1893310213836374155) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-02-22T14:41Z 15.6K followers, 1679 engagements


"15 Quality Stocks ROIC XX% Annually Last X Years Avg ROIC 5-Year EPS CAGR 💵 💳 Visa $V XX% XX% 📸 Meta $META XX% XX% 📱 Apple $AAPL XX% XX% ☀ ASML $ASML XX% XX% 🚘 Copart $CPRT XX% XX% 🏢 NVR Inc $NVR XX% XX% 🖱 Google $GOOG XX% XX% 🌐 MSCI Inc $MSCI XX% XX% 💸 Mastercard $MA XX% XX% 🏦 Fair Isaac $FICO XX% XX% 💾 Microsoft $MSFT XX% XX% 💽 Taiwan Semi $TSM XX% XX% 🧬 Novo Nordisk $NVO XX% XX% 💰Automatic Data $ADP XX% XX% 🖨 Lam Research $LRCX XX% 16%"  
[X Link](https://x.com/DimitryNakhla/status/1921202789075636505) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-05-10T13:56Z 15.6K followers, 18.5K engagements


"4. Booking Holdings $BKNG (Tue PM) 🗓 REV Est: $1.93B (+11.7%) 🗓 EPS Est: $XXXX (+33.8%) 💵 NTM P/E: 25x 27x avg 💵 NTM FCF Yield: XXX% XXX% avg Since 2015 $BKNG EPS has grown at a +15% CAGR accompanied by a -XX% reduction in shares outstanding"  
[X Link](https://x.com/DimitryNakhla/status/1949081124174479632) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-26T12:15Z 15.6K followers, XXX engagements


"TransDigm is an excellent business $TDG ✈ Following a -XX% drop after this mornings earnings report its now trading at 34x NTM estimates $TDG becomes particularly compelling around $1260 -XX% below todays price equating to 31x NTM estimates"  
[X Link](https://x.com/DimitryNakhla/status/1952810030517965112) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-08-05T19:12Z 15.6K followers, 11.7K engagements


"Fair Isaac $FICO Stock in X Charts 📊 X. Last X years $FICO revenue rose +49% ($634M) while cost of sales DECREASED -XXX% ($9M) X. A -XX% decrease in shares outstanding & +26% CAGR in basic EPS X. FCF Margins nearly tripled since 2015 X. Steady increase in ROCE"  
[X Link](https://x.com/DimitryNakhla/status/1961398492628177113) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-08-29T12:00Z 15.6K followers, 12.5K engagements


"20 High-Quality Stocks NTM P/E 2-Year EPS CAGR Estimates* PEG Ratio XXXX 💵 $MELI 39x XX% XXXX $GEV 59x XX% XXXX $BKNG 21x XX% XXXX $ABNB 27x XX% XXXX $AMZN 31x XX% XXXX $GOOG 23x XX% XXXX $ICE 22x XX% XXXX $META 24x XX% XXXX $MSFT 32x XX% XXXX $LRCX 29x XX% XXXX $INTU 28x XX% XXXX $MA 32x XX% XXXX $PM 20x XX% XXXX $V 28x XX% XXXX $ASML 35x XX% XXXX $FICO 48x XX% XXXX $TDG 32x XX% XXXX $CPRT 26x XX% XXXX $SPGI 26x XX% XXXX $MSCI 30x XX% XXXX ___ *EPS CAGR Estimates XX - 28"  
[X Link](https://x.com/DimitryNakhla/status/1977029215284240635) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-11T15:11Z 15.6K followers, 13.8K engagements


"On Friday doomsayers emerged from hibernation prompting a question: If a notable sell-off immediately sparks widespread calls for a market top perhaps the top isnt in yet Nobody can predict how the week will unfold. Could markets fall further Yes. Could strong earnings & upbeat guidance drive markets higher Yes. As an investor your focus should be on identifying companies to accumulate and pinpointing levels where the risk-reward tilts strongly in your favor. X is a powerful research tool. Yet its not immune to herd mentality so guard your psycheit can influence you even subconsciously"  
[X Link](https://x.com/DimitryNakhla/status/1977549173705539887) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-13T01:37Z 15.6K followers, 6122 engagements


"10 Quality Stocks Flying Under The Radar 💵 🖥 CDW Corp $CDW 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🗳 Broadridge Financial $BR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🏦 Fair Isaac Corp $FICO 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🚾 Agilent Technologies $A 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🏢 NVR Inc $NVR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🚿 A O Smith $AOS 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% 📈 FactSet Research $FDS 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🪫 Amphenol $APH 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% 🏥 Medpace $MEDP 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🏊🏼♂ Pool Corp"  
[X Link](https://x.com/DimitryNakhla/status/1787863362807660572) [@DimitryNakhla](/creator/x/DimitryNakhla) 2024-05-07T15:13Z 15.6K followers, 12.1K engagements


"15 Quality Compounders With An Annual ROIC XX% For Last X Consecutive Years (Average) 💸 💳 Visa $V (30%) 🚘 Copart $CPRT (24%) 🏢 NVR Inc $NVR (39%) 🏦 Fair Isaac $FICO (44%) 💵 Mastercard $MA (52%) 📠 KLA Corp $KLAC (35%) ☁ Microsoft $MSFT (30%) 🤖 Taiwan Semi $TSM (25%) 🧬 Novo Nordisk $NVO (67%) 🖨 Lam Research $LRCX (36%) 🧾 Automatic Data $ADP (50%) ☀ ASML Holding $ASML (40%) 📸 Meta Platforms $META (27%) 💿 Applied Materials $AMAT (35%) 🚛 Old Dominion Freight $ODFL (34%)"  
[X Link](https://x.com/DimitryNakhla/status/1880276820408295783) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-01-17T15:31Z 15.6K followers, 44.8K engagements


"10. KLA Corp $KLAC 📠 LTM P/E: 29.43x 3-Year EPS CAGR Estimate: XXXXX% PEG: 1.82"  
[X Link](https://x.com/DimitryNakhla/status/1897264093473464733) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-03-05T12:33Z 15.6K followers, 3692 engagements


"5 Quality Stocks Trading at Lower P/E & Higher FCF Yield Than 5-Year Average Forecasted 3-Year EPS CAGR* LTM ROIC 💵 X ASML Holding $ASML ☀ Avg P/E: 35x Avg FCF Yield: XXX% NTM P/E: 29x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X MSCI Inc $MSCI 🌐 Avg P/E: 42x Avg FCF Yield: XXX% NTM P/E: 31x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X Salesforce $CRM 📊 Avg P/E: 42x Avg FCF Yield: XXX% NTM P/E: 22x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X Copart $CPRT 🚘 Avg P/E: 33x Avg FCF Yield: XXX% NTM P/E: 29x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X MercadoLibre $MELI"  
[X Link](https://x.com/DimitryNakhla/status/1934601836771660036) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-06-16T13:19Z 15.6K followers, 14.9K 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🧵"  
[X Link](https://x.com/DimitryNakhla/status/1946317806405931102) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-18T21:15Z 15.6K followers, 14.9K engagements


"16. KLA Corp $KLAC (Thu PM) 🗓 REV Est: $3.08B (+19.8%) 🗓 EPS Est: $XXXX (+29.3%) 💵 NTM P/E: 27x 21x avg 💵 NTM FCF Yield: XXX% XXX% avg Services revenue constitutes XX% of $KLAC total revenue"  
[X Link](https://x.com/DimitryNakhla/status/1949081203958579615) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-26T12:15Z 15.6K followers, 2026 engagements


"Intercontinental Exchange deserves to be re-rated & trade for 24x - 26x 💸 X. $ICE increased revenues annually past XX years X. $ICE increased FCF in XX of last XX years X. $ICE increased Normalized EPS annually past XX years Formidable moat & highly predictable business"  
[X Link](https://x.com/DimitryNakhla/status/1966251736873709754) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-11T21:25Z 15.6K followers, 10.3K engagements


"Copart has $4.79B in Cash & $X LT Debt 💵 Factoring in its cash balance $CPRT trades for 25.65x NTM earnings Not so bad for a wide-moat leader that operates in a duopoly with a proven track record of excellent capital allocation & acting in the best interest of shareholders"  
[X Link](https://x.com/DimitryNakhla/status/1966454749697392859) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-12T10:52Z 15.6K followers, 14.6K engagements


"10 Forward (NTM) FCF Yields Over 4.00%💰 X. $SPGI XXXX% X. $NDAQ XXXX% X. $CSU XXXX% X. $ADP XXXX% X. $DHR XXXX% X. $ROP XXXX% X. $ICE XXXX% X. $BRO XXXX% X. $BKNG XXXX% XX. $ADBE 6.40%"  
[X Link](https://x.com/DimitryNakhla/status/1971177610714677732) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-25T11:38Z 15.6K followers, 13.2K engagements


"@10xwithakshay I believe $TDG still has an attractive acquisition runway ahead (though it may not match the exceptional growth of the past decade) Yes $LOAR is a strong business yet its a bit rich today at 90x and a XXX% FCF Yield (NTM)"  
[X Link](https://x.com/DimitryNakhla/status/1972655008911852018) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-29T13:29Z 15.6K followers, XXX engagements


"@SoJustFollowMe What makes $AMZN your favorite company in the world $MSFT a close second"  
[X Link](https://x.com/DimitryNakhla/status/1973483581965213897) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-01T20:22Z 15.6K followers, XXX engagements


"A quality valuation analysis on $GOOG 🧘🏽♂ NTM P/E Ratio: 25.21x 10-Year Mean: 23.36x NTM FCF Yield: XXXX% 10-Year Mean: XXXX% As you can see $GOOG appears to be trading slightly below fair value on an earnings basis (FCF Yield not best metric due to ongoing heavy CapEx) Going forward investors can receive X% LESS in earnings per share & XX% 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: $95.15B Long-Term Debt: $23.61B $GOOG has a strong balance sheet an AA+ S&P Credit Rating & 332x FFO Interest"  
[X Link](https://x.com/DimitryNakhla/status/1975560482938384750) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-07T13:54Z 15.6K followers, 12.4K engagements


"A quality valuation analysis on $ICE 🧘🏽♂ NTM P/E Ratio: 22.13x 5-Year Mean: 22.31x NTM FCF Yield: XXXX% 5-Year Mean: XXXX% As you can see $ICE appears to be trading slightly near fair value Going forward investors can expect to receive about the same in earnings per share & X% MORE in FCF per share🧠*** Before we get into valuation lets take a look at why $ICE is a quality business BALANCE SHEET Cash & Equivalents: $1.00B Long-Term Debt: $17.36B $ICE has an OK balance sheet an A- S&P Credit Rating & 5.78x FFO Interest Coverage RETURN ON CAPITAL 2020: XXX% 2021: XXX% 2022: XXX% 2023: 7.5%"  
[X Link](https://x.com/DimitryNakhla/status/1975871878754431097) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-08T10:32Z 15.6K followers, 7068 engagements


"@Pettichien Heightened competition from RB Global $RBA especially post-IAA acquisition may lead to a gradual softening of the competitive moat"  
[X Link](https://x.com/DimitryNakhla/status/1977715890536775873) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-13T12:39Z 15.6K followers, 2117 engagements


"@PrinceOfGoodT Haha its always good to err on the side of caution This creates a nice cushion / margin of safetyI believe $CPRT may face challenges sustaining low-teens growth over the next few years but I believe a steady X% - XX% CAGR is within reach for the next 2-3 years"  
[X Link](https://x.com/DimitryNakhla/status/1977761450899677653) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-13T15:40Z 15.6K followers, XXX engagements


"4. Amazon $AMZN +35%"  
[X Link](https://x.com/DimitryNakhla/status/1978084905113276612) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T13:06Z 15.6K followers, XXX engagements


"5. Intuit $INTU +36%"  
[X Link](https://x.com/DimitryNakhla/status/1978084910691663929) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T13:06Z 15.6K followers, XXX engagements


"8. ASML Holding $ASML +47%"  
[X Link](https://x.com/DimitryNakhla/status/1978084929138266333) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T13:06Z 15.6K followers, XXX engagements


"@DragonFieldInvt Well saidgiven its quality cash reserves & land value it seems the bulk of $CPRT multiple compression has already occurred"  
[X Link](https://x.com/DimitryNakhla/status/1978185036521263284) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T19:44Z 15.6K followers, XXX engagements


"@TomTomKrus @DividendDynasty $V currently trades for a XXXX% FCF Yield (NTM) $MA slightly more attractive today relative to growth but they are close 👍🏽"  
[X Link](https://x.com/DimitryNakhla/status/1979545346985349195) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-18T13:49Z 15.6K followers, XX engagements


"Intercontinental Exchange has compounded its FCF at an impressive XXXX% CAGR over the last XX years 💸 Today $ICE entered correction territory down -XX% from its highs and now trades at a more than reasonable XXXX% FCF yield (NTM) 💵"  
[X Link](https://x.com/DimitryNakhla/status/1969092782980493410) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-19T17:34Z 15.6K followers, 8009 engagements


"9. Fair Isaac $FICO +56%"  
[X Link](https://x.com/DimitryNakhla/status/1978084934301495427) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T13:06Z 15.6K followers, XXX 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%"  
[X Link](https://x.com/DimitryNakhla/status/1913195342650048912) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-04-18T11:38Z 15.6K followers, 16.6K engagements


"10 Quality Stocks FCF CAGR XX% Past X Years That Trade for Cheaper P/FCF Today💵* 💸 Visa $V XX% CAGR 💳 Mastercard $MA XX% CAGR 🌐 MSCI Inc $MSCI XX% CAGR 👾 Synopsys $SNPS XX% CAGR 🖱 Google $GOOG XX% CAGR ☀ ASML $ASML XX% CAGR 📊 Salesforce $CRM XX% CAGR 🚘 Copart $CPRT XX% CAGR 🤖 Nvidia $NVDA XX% CAGR 🤝 MercadoLibre $MELI XX% CAGR ___ *NTM FCF Yield vs exactly X years ago"  
[X Link](https://x.com/DimitryNakhla/status/1936108686541537319) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-06-20T17:07Z 15.6K followers, 16.7K 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% 🏦"  
[X Link](https://x.com/DimitryNakhla/status/1940064267857707119) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-01T15:05Z 15.6K followers, 10.7K 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"  
[X Link](https://x.com/DimitryNakhla/status/1946317811770380664) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-18T21:15Z 15.6K followers, 1277 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"  
[X Link](https://x.com/DimitryNakhla/status/1946317819865395342) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-18T21:15Z 15.6K followers, 1327 engagements


"Intuitive Surgical is down nearly -XX% from highs Despite this $ISRG still trades for a substantial premium relative to growth (50x NTM EPS & XXXX% Forward FCF Yield) $ISRG is a great business yet it may soon face fresh competition from $JNJ OTTAVA system🤖 $XXX 🎯"  
[X Link](https://x.com/DimitryNakhla/status/1967904692501189103) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-16T10:53Z 15.6K followers, 8601 engagements


"S&P Global now trades at a X% FCF Yield (NTM) $SPGI"  
[X Link](https://x.com/DimitryNakhla/status/1969007476243574932) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-19T11:55Z 15.6K followers, 38.6K engagements


"A quality valuation analysis on $TDG 🧘🏽♂ NTM P/E Ratio: 32.04x 3-Year Mean: 33.08x NTM FCF Yield: XXXX% 3-Year Mean: XXXX% As you can see $TDG appears to be trading near fair value Going forward investors can receive X% MORE in earnings per share & X% MORE in FCF per share🧠*** Before we get into valuation lets take a look at why $TDG is an good business BALANCE SHEET Cash & Short Term Inv: $2.81B Long-Term Debt: $24.00B $TDG has an ok balance sheet & 1.59x FFO Interest Coverage Ratio (though small its highest ratio in the past X years) RETURN ON CAPITAL➡✅ 2021: XXX% 2022: XXXX% 2023: 15.9%"  
[X Link](https://x.com/DimitryNakhla/status/1972335511625712013) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-28T16:20Z 15.6K followers, 7212 engagements


"A quality valuation analysis on $AMZN 🧘🏽♂ NTM P/OCF Ratio: 14.13x 5-Year Mean: 22.10x NTM FCF Yield: XXXX% 5-Year Mean: XXXX% As you can see $AMZN appears to be slightly undervalued using P/OCF Going forward investors can expect to receive XX% MORE in operating cash flow & XX% LESS in FCF per share🧠*** Before we get into valuation lets take a look at why $AMZN is a quality business BALANCE SHEET✅ Cash & Equivalents: $93.18B Long-Term Debt: $57.92B $AMZN has an excellent balance sheet an AA S&P Credit Rating & 54x FFO Interest Coverage Ratio RETURN ON CAPITAL / ✅ 2020: XXXX% 2021: 8.9%"  
[X Link](https://x.com/DimitryNakhla/status/1973390618056331623) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-01T14:12Z 15.6K followers, 17.9K engagements


"Fair Isaac is well-positioned to capitalize on a potential mortgage rate refinancing surge 💵 $FICO"  
[X Link](https://x.com/DimitryNakhla/status/1975998016407621903) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-08T18:53Z 15.6K followers, 10.2K engagements


"A quality valuation analysis on $BKNG 🧘🏽♂ NTM P/E Ratio: 21.72x Mean: 20.20x NTM FCF Yield: XXXX% Mean: XXXX% As you can see $BKNG appears to be trading near fair value Going forward investors can receive X% LESS in earnings per share & X% MORE in FCF per share 🧠*** Before we get into valuation lets take a look at why $BKNG is a great business BALANCE SHEET✅ Cash & Short-Term Inv: $17.59B Long-Term Debt: $17.47B $BKNG has a strong balance sheet an A- S&P Credit Rating & 5x FFO Interest Coverage Ratio RETURN ON CAPITAL✅ 2020: XXX% 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: 66.0%"  
[X Link](https://x.com/DimitryNakhla/status/1976704546211758361) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-10T17:41Z 15.6K followers, 6313 engagements


"@SoJustFollowMe I view $RACE as a high-quality business yet its 35x40x multiple paired with high single-digit to low-teens growth gives me pause More attractive risk/reward opportunities exist elsewhere especially where returns rely less on elevated multiples relative to growth"  
[X Link](https://x.com/DimitryNakhla/status/1976716192372211934) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-10T18:27Z 15.6K followers, XXX engagements


"@PrinceOfGoodT Medium outlook X% - XX% seems reasonable -- Also $CPRT owns plenty of land and the value of their land is understated on the balance sheet"  
[X Link](https://x.com/DimitryNakhla/status/1977786697455915123) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-13T17:21Z 15.6K followers, XXX engagements


"3. Mastercard $MA +35%"  
[X Link](https://x.com/DimitryNakhla/status/1978084900818366567) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T13:06Z 15.6K followers, XXX engagements


"ASML Holding $ASML is set to report Q3 2025 earnings in less than X hours 🗓 REV est: 7.74B (+4% YoY) EPS est: XXXX (+2% YoY)"  
[X Link](https://x.com/DimitryNakhla/status/1978202462839328783) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T20:53Z 15.6K followers, 7036 engagements


"Booking Holdings stock trades at 20x NTM EPS estimates with a projected XX% EPS CAGR from 2026-2028 💵 If $BKNG meets 2028s $XXX EPS estimate heres its potential CAGR: 24x XXXX% 23x XXXX% 22x XXXX% 21x XXXX% 20x XXXX% 19x 8.8%"  
[X Link](https://x.com/DimitryNakhla/status/1979274297664500105) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-17T19:52Z 15.6K followers, 5286 engagements


"During the second quarter of fiscal 2025 TransDigm repurchased 42669 shares of its common stock at an average price per share of $1249.52 for a total amount of approximately $XX million. Whys this relevant Management typically repurchases shares with a disciplined approach and focus on compounding shareholder value at roughly XX% annualized returns $TDG trades near $1250"  
[X Link](https://x.com/DimitryNakhla/status/1979646523844485579) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-18T20:31Z 15.6K followers, 5630 engagements