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[@QualityInvest5](/creator/twitter/QualityInvest5)
"You stay up till midnight for the new travis scott album I stay up for $ASML earnings Were not the same"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1945254472944345126) 2025-07-15 22:49:42 UTC 10.1K followers, 17.3K engagements


"Video from a year ago still holds up research wise BTW. I cover the quality/moat more in depth over there if you're interested. $MSCI"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1939130763620032756) 2025-06-29 01:16:16 UTC 10.1K followers, 3186 engagements


"How serious do you think On and Hoka are as long-term threats to Nike $NKE $ONON $DECK"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1941638408075448576) 2025-07-05 23:20:45 UTC 10.1K followers, 4021 engagements


"Portfolio Update July X 2025 Zero changes except I put a random $XXX of cash sitting in my brokerage (from dividends I think) into $HIMS. Insignificant change overall thesis remains unchanged with everything and I'm happy to just keep holding. Cheers happy investing"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1941615989692432434) 2025-07-05 21:51:40 UTC 10.1K followers, 30.7K engagements


"5/ Adyen $ADYEN I actually think shares are attractive here: 40x EV/EBIT for 25%+ operating income growth in a name like this Bargain 😜"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1945238771810623600) 2025-07-15 21:47:18 UTC 10.1K followers, 1909 engagements


"If you're having a bad day just remember Dev Kantesaria has lost about $500M year-to-date from the $FICO selloff. The stock still somehow trades at 70x earnings after this fall"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1942977045677437335) 2025-07-09 16:00:01 UTC 10.1K followers, 6168 engagements


"Procore Technologies ( $PCOR ) is a leader in construction management software similar to Autodesk and it looks like a solid opportunity. XX% gross margins 7.7x forward EV/Sales Strong moat from switching costs mild network effects and brand strength The one concern Revenue growth has slowed meaningfully and management is guiding for further deceleration. Otherwise it looks pretty compelling"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1941612350013890595) 2025-07-05 21:37:12 UTC 10.1K followers, 2446 engagements


"3/ Crowdstrike $CRWD Some of the most impressive KPIs you'll ever see. And the July outage last year although a PR nightmare shows just how mission critical they are to the world"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1945238727862698285) 2025-07-15 21:47:08 UTC 10.1K followers, 1903 engagements


"@CCM_Brett you just dont get it bro theyre the operating system of oxygen. Infinite TAM AI ontology"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1945678939436826953) 2025-07-17 02:56:22 UTC 10.1K followers, XXX engagements


"6/ Netflix $NFLX In less than X years Netflix's multiple has been re rated by a factor of X. In other words: 30x FCF 90x FCF . lol"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1945238795193930087) 2025-07-15 21:47:24 UTC 10.1K followers, 1600 engagements


"The online retailer with software-like consistency. $MELI's growth never ceases to amaze me"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1942916651709767718) 2025-07-09 12:00:02 UTC 10.1K followers, 11.2K engagements


"Quality Stocks Almost Certain to Outperform in the LONG TERM: X. Visa $V X. UNH $UNH X. Zoetis $ZTS X. MSCI $MSCI X. ASML $ASML X. Moodys $MCO X. Fair Isaac $FICO X. Amazon $AMZN X. Mastercard $MA XX. Microsoft $MSFT XX. Idexx Labs. $IDXX XX. S&P Global $SPGI What else 🤔👇"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1848722943787802776) 2024-10-22 13:47:52 UTC 10.1K followers, 12K engagements


"@SergeyCYW are you taking TTM rev growth and P/S or forward"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1944424907237884227) 2025-07-13 15:53:18 UTC 10.1K followers, XXX engagements


"@TheWiseIC one of them is XX% gross margin the other is what like XX% gross margin nvda rev growth is also how much"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1945251093203566780) 2025-07-15 22:36:16 UTC 10.1K followers, XXX engagements


"Whatever AppLovin is doing: its working. The growth re-acceleration is wild $APP"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1932083063011315909) 2025-06-09 14:31:13 UTC 10.1K followers, 4323 engagements


"$FICO -XXXX% because freddie mac and fannie mae "will now allow lenders to use the VantageScore XXX credit scoring model." I've seen this story before 🤔"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1942625272169386377) 2025-07-08 16:42:11 UTC 10.1K followers, 12.3K engagements


"Salesforce is down XX% since this tweet while Intuit has rallied about XX% I think $CRM stock can work from here and $INTU is a bit lofty"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1942908193362858386) 2025-07-09 11:26:25 UTC 10.1K followers, 3493 engagements


"Actively researching Monday .com: An execution machine taking market share in the crowded project management software space. - 10x fwd EV/Sales - 25%+ fwd revenue growth - Somewhat narrow moat from brand and switching costs I like what I'm seeing so far $MNDY"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1944135817342984234) 2025-07-12 20:44:33 UTC 10.1K followers, 3434 engagements


"Arguably the most important chart from the $ASML report: In just two quarters theyve already surpassed the buybacks of any full year in company history. That says a lot"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1945437120450957761) 2025-07-16 10:55:28 UTC 10.1K followers, 74.6K engagements


""Perfectly balanced as all things should be" $UBER $TSLA"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1942260552686071983) 2025-07-07 16:32:55 UTC 10.1K followers, 5145 engagements


"Old Big Tech is having a moment. 5Y Total Returns: - Oracle $ORCL: +350% - IBM $IBM: +220% - Google $GOOGL: +131% - Amazon $AMZN: +39% Not exactly what most wouldve predicted"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1943293788299972639) 2025-07-10 12:58:38 UTC 10.1K followers, 6154 engagements


"Dear Palantir investors On Dec XX 2020 The Trade Desk hit a 60x P/S multiple. Since then The stock is down 20%despite the business growing over 200%. This isnt some outlier. $SHOP $NET $SNOW same story or even worst Valuation always catches up. Just some food for thought given Palantir is at 104x P/S $TTD $PLTR"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1932851819618660524) 2025-06-11 17:25:59 UTC 10.1K followers, 11.4K engagements


"LVMH the parent of Louis Vuitton Dior and more is now trading near its lowest multiple in X years. At what point does this world-class luxury empire become too cheap to ignore $LVMH $MC.PA"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1931410225342374150) 2025-06-07 17:57:36 UTC 10.1K followers, 53.5K engagements


"One of my favourite charts of all time. Pricing power visualized 👇 $AXP"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1946354986968854963) 2025-07-18 23:42:45 UTC 10.1K followers, 3945 engagements


"Evo Gaming in a STEEEEEP drawdown 😬 Any interest $EVO $EVVTY $EVO.ST"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1921606268424245251) 2025-05-11 16:40:10 UTC 10.1K followers, 7912 engagements


"revenues for both of these are up 100s of % since IPO btw. so I dont think its that we werent able to capture the value. its the fact that both IPOs were at crazy valuations and re rated to cheaper valuations simple as that. Same case for $DASH and many other large cap tech IPOs during 2020-2021"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1946579017068691819) 2025-07-19 14:32:58 UTC 10.1K followers, XXX engagements


"Not entirely incorrect. Third-highest buybacks in any two-quarter stretch in $ASML history. Still a massive signal"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1946193729246629898) 2025-07-18 13:01:58 UTC 10.1K followers, 4630 engagements


"@ElitGains servicenow at 190B is too big cap for you vs spotify at XXX 🤨"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1945439587498610866) 2025-07-16 11:05:16 UTC 10.1K followers, XXX engagements


"Wise remains one of the most interesting businsses I've looked at recently. CLEAR cost advantages at play and the customer count growth speaks for itself. $WISE $WISE.L"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1934780864400941495) 2025-06-17 01:11:19 UTC 10.1K followers, 2953 engagements


"$ASML IS CHEAPER THAN A SACK OF POTATOES Lets assume the absolute worst-case scenario: X% annual buyback yield XXX% revenue CAGR (bottom end of guidance) XX% EBIT margins (achieved in 2021 currently 31%) Even in this ultra-pessimistic case youre still staring down an XX% CAGR through 2030. Now take the midpoint of guidance add a bit of margin expansion and a modest multiple re-rating. Youre suddenly compounding at 25%+ annually for X YEARS STRAIGHT. At these prices this stock is a winner even if a meteor strikes the headquarters. Current position: XX% - Very likely adding more soon"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1945624865316520092) 2025-07-16 23:21:30 UTC 10.1K followers, 26.1K engagements


"Portfolio Update July XX 2025 % changes from stock movements themselves. $ASML dip buying is imminent here. I think that business can compound at north of 20%+ CAGR at current prices. Cash pile grows ever so slightly as well"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1946243358810054701) 2025-07-18 16:19:10 UTC 10.1K followers, 10.8K engagements


"I need new watchlist stocks Whats your top buy at the moment"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1928503472044818548) 2025-05-30 17:27:12 UTC 10.1K followers, 38K engagements


"My galactic levels of intellect even surprise me sometimes 😁 $ASML"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1945436294487708078) 2025-07-16 10:52:11 UTC 10.1K followers, 11.7K engagements


"EQB is Canada's hottest bank and their customer growth speaks VOLUMES The figure has risen nearly XXX% over the past X years finally eclipsing the half-million mark recently $EQB"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1932437605679063408) 2025-06-10 14:00:02 UTC 10.1K followers, 2177 engagements


"4/ Monday .com $MNDY This one is perhaps the most attractive on the list so far really attractive KPIs as well"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1945238738839204017) 2025-07-15 21:47:10 UTC 10.1K followers, 1706 engagements


"@MrSeymourDuck surprised you forgot $HIMS"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1945439438999367817) 2025-07-16 11:04:41 UTC 10.1K followers, XXX engagements


"Not entirely incorrect. Second-highest buybacks in any two-quarter stretch in $ASML history. Still a massive signal"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1946179900479619426) 2025-07-18 12:07:01 UTC 10.1K followers, 2868 engagements


"Portfolio Update June X 2025 There has been precisely zero activity. The stocks in of themselves have moved around a bit though hence this update. Namely $UBER has declined slightly and $GOOGL has risen since the last update once again taking the second place spot in my portfolio. At the time of this writing I think all of my holdings are undervalued so I currently have zero ambitions of selling anything unless they get stupidly expensive or something changes. My two "speculative" bets in $TMDX and $HIMS have worked out quite well in a relatively short amount of time. They're sitting at 52%"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1931807806753051001) 2025-06-08 20:17:27 UTC 10.1K followers, 43.8K engagements


"100 plus year old company up 4x over the past X years. Just cuz it's a boring business doesn't mean you can't make heaps of money on it 🤷♂ $GE"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1944589763945611424) 2025-07-14 02:48:23 UTC 10.1K followers, 2503 engagements


"@BarrySchwartzBW @ErnestWongBWM ASML earnings"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1945464827876368600) 2025-07-16 12:45:34 UTC 10.1K followers, XXX engagements


"7 Expensive Stocks I'd consider buying if the price was right. 1/ ServiceNow $NOW thread 🧵"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1945238717850943681) 2025-07-15 21:47:05 UTC 10.1K followers, 14.1K engagements


"YouTube letting you customize your own feed is so simple yet so genius. Instead of guessing what someone may like just let them pick themselves $GOOG $GOOGL"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1944423836650213620) 2025-07-13 15:49:02 UTC 10.1K followers, 4028 engagements


"2/ Shopify $SHOP One of Canada's few compounders. The market definitely acknowledges the greatness with in that steep multiple though 👀"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1945238723282497825) 2025-07-15 21:47:07 UTC 10.1K followers, 1765 engagements


"Uber mafia continues to grow while Tesla pretends to drive XX cars autonomously Going bankrupt any day now right $UBER $BIDU $TSLA"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1945162751724159309) 2025-07-15 16:45:14 UTC 10.1K followers, 4394 engagements


"I find it hard to believe X in X people pay for Amazon music $AMZN $GOOG $AAPL $SPOT"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1942790980375290205) 2025-07-09 03:40:39 UTC 10.1K followers, 15.6K engagements


"I don't think the average investor appreciate just how exceptional the returns of the major indices have been over the past X year. S&P QQQ and MSCI World are all average in the mid teens CAGR range. We're WAY over historical averages. $QQQ $SPY $URTH"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1944134910324748293) 2025-07-12 20:40:57 UTC 10.1K followers, 5279 engagements


"7/ Spotify $SPOT I probably use this app more than anything else on my phone. Not just a daily active user - I'm an hourly active user 😭"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1945238800654798901) 2025-07-15 21:47:25 UTC 10.1K followers, 2598 engagements


"What if AV industry flows to a few big winners and they cut out Uber LOL $UBER"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1944557543126131102) 2025-07-14 00:40:21 UTC 10.1K followers, 4814 engagements


"One of my favorite compounders is now trading near its lowest valuation in X years: - 30x TTM P/FCF (5Y low) - 15%+ EPS and FCF per share growth - Huge moat from scale MASSIVE switching costs and network effects Definitely one to throw on the watchlist. $MSCI"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1939120457040478694) 2025-06-29 00:35:18 UTC 10.1K followers, 12K engagements


"AND ITS OUT This one was even better than the first one. Available wherever you get your podcasts"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1944087476097757332) 2025-07-12 17:32:28 UTC 10.1K followers, 5462 engagements


"Something something valuation follows growth $DLO"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1942765449994772832) 2025-07-09 01:59:12 UTC 10.1K followers, 3983 engagements


"LVMH which is the parent of Louis Vuitton Dior and other luxury giants is down XX% from its all-time high. Now trading at just 13x EV/EBIT. Youd have to go back to December 2016 to find it at cheaper valuations. Anyone interest $LVMH $MC.PA"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1936816154355405260) 2025-06-22 15:58:50 UTC 10.1K followers, 19.2K engagements


"Summary of the past X months of moves in my portfolio in the quote tweet below. Only thing Id add is Ive also allowed for small speculative bets such as $TMDX and $HIMS weightings below. $AMZN $UBER $GOOGL $ASML $FI"  
![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::815339814874652672.png) [@QualityInvest5](/creator/x/QualityInvest5) on [X](/post/tweet/1923860396785512539) 2025-05-17 21:57:16 UTC 10.1K followers, 12.3K engagements