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[@QualityInvest5](/creator/twitter/QualityInvest5)
"Portfolio Update Sept X 2025 Zero changes. Just the stocks in of themselves moved around a bit. Namely $GOOGL which has been a rocket and $ASML shooting up a cool XX% since the last update. I continue to want to sell out of $HIMS & $FI in the next 1-2 quarters or so. Both are fundamentally great businesses I just don't want to have stocks that I babysit and when I bought into them I told myself neither would be longer term holds anyways. I'd probably roll the small XXX% $HIMS position into $TMDX or maybe another speculative bet. And $FI I'd likely roll into a mixture of $ASML and $UBER"  
[X Link](https://x.com/QualityInvest5/status/1965326678525165671) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-09T08:09Z 12.5K followers, 72.6K engagements


"Monday(.)com has QUADRUPLED its revenues since IPO Meanwhile the stock Only up a measly XX% do I really need to tell you what lesson to draw from this $MNDY"  
[X Link](https://x.com/QualityInvest5/status/1971743785299382601) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-27T01:08Z 12.5K followers, 7175 engagements


"I CANT BELIEVE MY EYES 😆 $ASML $1000"  
[X Link](https://x.com/QualityInvest5/status/1973396731443175751) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-01T14:36Z 12.5K followers, 8459 engagements


"THE TIMING 🤌 $SPOT"  
[X Link](https://x.com/QualityInvest5/status/1974075805505630682) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-03T11:35Z 12.5K followers, 2744 engagements


"$RELY's customer count has grown at XX% per year. FOR X YEARS STRAIGHT. Absolutely disgusting"  
[X Link](https://x.com/QualityInvest5/status/1974174649887174709) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-03T18:08Z 12.5K followers, 4121 engagements


"Google is also a toll-booth One of my mini bear cases on Reddit has always been how much control Google has over their business $GOOGL $RDDT"  
[X Link](https://x.com/QualityInvest5/status/1974693531559288920) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-05T04:30Z 12.5K followers, 5680 engagements


"I love Spotify as much as anyone But lets be honest here most of the gains these past X years come from multiple expansion not real growth This will not continue. $SPOT"  
[X Link](https://x.com/QualityInvest5/status/1975202574057021813) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-06T14:12Z 12.5K followers, 5351 engagements


"If $PYPL can manage low teens FCF per share or EPS growth the stock will work Im just not confident in them achieving that level of growth over the next few years 🤷♂ And Im not too confident in that ads business turning into an overnight success either"  
[X Link](https://x.com/QualityInvest5/status/1975978261063885085) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-08T17:35Z 12.5K followers, 7242 engagements


"Its insane how many views such random channels get and how good the production quality is Bullish YT $GOOG $GOOGL"  
[X Link](https://x.com/QualityInvest5/status/1976128133536321990) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T03:30Z 12.5K followers, 2814 engagements


""But the buybacks" 😂😂 $PYPL"  
[X Link](https://x.com/QualityInvest5/status/1976788318303273170) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-10T23:13Z 12.5K followers, 3354 engagements


"I am praying for another swing at $SHOP if this tariff stuff escalates. Not buying in the $70-$85 range earlier this year haunts me every night 😅"  
[X Link](https://x.com/QualityInvest5/status/1976835815302201636) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-11T02:22Z 12.5K followers, 5414 engagements


"@DimitryNakhla didnt realize ge vernova growing THAT fast wow"  
[X Link](https://x.com/QualityInvest5/status/1977432789533282608) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-12T17:54Z 12.5K followers, XXX engagements


"FinTwit had a MELTDOWN over the weekend over a XXX% drawdown in the index I can't wait to see the next 2022-style bear market LOL $SPY"  
[X Link](https://x.com/QualityInvest5/status/1978125711320785216) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T15:48Z 12.5K followers, 3134 engagements


"@longoption meanwhile he was one of the key people who STARTED AWS the ignorance is insane"  
[X Link](https://x.com/QualityInvest5/status/1978156441509752860) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T17:50Z 12.5K followers, XXX engagements


"@xvrmdf for the most durable moat of all time that typically trades at 35x PLUS. yeah its not bad at all considering thats real FCF too unlike some other tech companies who have a quarter of their fcf eaten up by sbc 🤦♂"  
[X Link](https://x.com/QualityInvest5/status/1978165560421581072) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T18:26Z 12.5K followers, XXX engagements


"@makeminea_99 "buzzword and buzzword and buzzword and did i mention for XX years we've done buzzword and you know what jimmy it's all just SO incredible what Salesforce has achieved. " LOL"  
[X Link](https://x.com/QualityInvest5/status/1978317347334086901) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T04:29Z 12.5K followers, XXX engagements


"@teechongyen pypl is the only deserved one"  
[X Link](https://x.com/QualityInvest5/status/1978317445996716318) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T04:30Z 12.5K followers, XXX engagements


"@QualityGrowthFV Easily overtake $AMZN market cap"  
[X Link](https://x.com/QualityInvest5/status/1978321695548039420) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T04:47Z 12.5K followers, XXX engagements


"@Joycz_ great biz qualitatively but it comes at a steep multiple"  
[X Link](https://x.com/QualityInvest5/status/1978489702547157081) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T15:54Z 12.5K followers, XX engagements


"@Joycz_ are we talking about $NOW or $ADBE I was saying that about $NOW being expensive. Im very bullish on $ADBE at these prices and i think with a re rate it can run 50%+ in a short period of time (kinda like google yk)"  
[X Link](https://x.com/QualityInvest5/status/1978491542957404375) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T16:01Z 12.5K followers, XX engagements


"At $XXX $SPGI is the cheapest its been since the IHS Markit merger. One of the worlds highest-quality businesses with a solid low to mid teens growth profile. Looks like a steal right about now 🧐"  
[X Link](https://x.com/QualityInvest5/status/1916545377475686552) [@QualityInvest5](/creator/x/QualityInvest5) 2025-04-27T17:30Z 12.6K followers, 14.2K engagements


"5/ S&P Global $SPGI - 27x FCF / XXX% FCF Yield Tested and tried compounder. SPGI is now trading at its lowest valuation since the IHS Markit merger. Great business great moat cheap valuation 😉"  
[X Link](https://x.com/QualityInvest5/status/1917213755735462288) [@QualityInvest5](/creator/x/QualityInvest5) 2025-04-29T13:45Z 12.6K followers, 1582 engagements


"I bought $AMD as my first stock and promptly sold it a week later for a quick gain What was the first stock you bought and how did it go"  
[X Link](https://x.com/QualityInvest5/status/1959764502033101217) [@QualityInvest5](/creator/x/QualityInvest5) 2025-08-24T23:47Z 12.5K followers, 7054 engagements


"@SayNoToTrading Morningstar is a super solid business they own PitchBook for privates Morningstar Direct which is a capIQ competitor i believe and also they sell data just like S&P as well its like S&P if you got rid of the indices business and put EVEN more emphasis on the data tools"  
[X Link](https://x.com/QualityInvest5/status/1966427252301725950) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-12T09:02Z 12.6K followers, XXX engagements


"5. $GOOGL Google - Internet Search Google is synonymous with internet search providing the most comprehensive and reliable search results. When people need information they turn to $GOOG setting the standard for search engines"  
[X Link](https://x.com/QualityInvest5/status/1968027801786957913) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-16T19:02Z 12.5K followers, XXX engagements


"6. $FICO Fair Isaac - Consumer Credit Scores FICO is the gold standard in credit scoring powering decisions for lenders banks and investors worldwide. FICO is the trusted backbone of consumer finance and the standard for assessing credit quality - even after origination"  
[X Link](https://x.com/QualityInvest5/status/1968027806300094522) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-16T19:02Z 12.5K followers, 1138 engagements


"FANTASTIC post on $GE $TDG and how the new $HON spin-off will fit into all of this Looks very intriguing 👀"  
[X Link](https://x.com/QualityInvest5/status/1968984473757728791) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-19T10:24Z 12.5K followers, 5024 engagements


"Just like that the BIGGEST drawdown in Constellation's history after it was announced that Mark Leonard is resigning. $CSU.TO now trades at just 25x FCF slightly below its 10-year average of 27x This is a CLEAR buying opportunity in my eyes"  
[X Link](https://x.com/QualityInvest5/status/1971217129279283380) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-25T14:16Z 12.5K followers, 29.6K engagements


"Has anyone realized just how cheap Accenture has gotten This isn't some narrow moat garbage retailer. we're talking about one of the biggest and most important professional services in the WORLD Stupidly cheap $ACN"  
[X Link](https://x.com/QualityInvest5/status/1971743314568429597) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-27T01:06Z 12.5K followers, 72.2K engagements


"Wise is firing on ALL cylinders - more customers - more spending volume - and higher balances in customers' accounts And unlike everyone's favourite value trap (PainPal) their take rate is moving up not down 🤷♂ $WISE.L"  
[X Link](https://x.com/QualityInvest5/status/1973086883593781376) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-30T18:05Z 12.6K followers, 4177 engagements


"Out of the new big tech $ABNB looks like the standout with the lowest valuation & highest margins Yes some of that is boosted by customer deposits but even after adjusting Airbnb still likely leads the pack $SPOT $DASH $UBER $NFLX $ABNB"  
[X Link](https://x.com/QualityInvest5/status/1973423226547282374) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-01T16:22Z 12.6K followers, 3204 engagements


"Is there any better way to wake up than this $FICO up a whopping XX% in pre market $ASML up another X% nearly +50% YTD Quality bros were SO back"  
[X Link](https://x.com/QualityInvest5/status/1973719058836304167) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-02T11:57Z 12.5K followers, 10.6K engagements


"$FICO INTRADAY HIGH WAS UP XX% DO YOU KNOW WHAT WE CALL THAT"  
[X Link](https://x.com/QualityInvest5/status/1973774327414665669) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-02T15:37Z 12.5K followers, 5661 engagements


"After today's events: The company with XX% OPERATING margins on its core business is about to have even higher margins with faster growth and a wider moat Winners keep winning. $FICO"  
[X Link](https://x.com/QualityInvest5/status/1973877849087169012) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-02T22:28Z 12.5K followers, 6658 engagements


"$FICO up another X% $UBER at all time highs No more $GOOGL bear takes $ASML is above $1000 Life is good"  
[X Link](https://x.com/QualityInvest5/status/1974125783863152823) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-03T14:53Z 12.5K followers, 11.8K engagements


"My returns in the reply if any of you were curious. Steadily climbing towards 100K USD btw 😉"  
[X Link](https://x.com/QualityInvest5/status/1974172128678457547) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-03T17:58Z 12.5K followers, 19.7K engagements


"@ArneUlland i have anchoring bias when initiating a position since i saw $adyen at $XX its a bit hard for me to buy at $XX $XX $XX even though its good value still"  
[X Link](https://x.com/QualityInvest5/status/1974523697533964335) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-04T17:15Z 12.5K followers, XXX engagements


"Look what I saw out in the wild $MNDY 👀"  
[X Link](https://x.com/QualityInvest5/status/1974889842082488462) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-05T17:30Z 12.5K followers, 3716 engagements


"Its wild how $TSLA keeps soaring on hype and empty promises while the fundamentals fall apart. Good luck"  
[X Link](https://x.com/QualityInvest5/status/1975214630273479163) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-06T15:00Z 12.5K followers, 25.2K engagements


"Ran a screener: - Market Cap $50B - P/FCF between 1530 - 3Y Projected FCF Growth XX% Only X results: X Chevron $CVX XXXX% FCF Growth 19.4x P/FCF X Uber $UBER XXXX% FCF Growth 23.6x P/FCF X Newmont $NEM XXXX% FCF Growth 17.9x P/FCF X Dell $DELL XXXX% FCF Growth 19.4x P/FCF X Royal Caribbean $RCL XXXX% FCF Growth 23.8x P/FCF X Equinix $EQIX XXXXX% FCF Growth 21.8x P/FCF X Enterprise Prod. $EPD XXXX% FCF Growth 16.3x P/FCF X Workday $WDAY XXXX% FCF Growth 26.4x P/FCF X D.R. Horton $DHI XXXX% FCF Growth 18.7x P/FCF"  
[X Link](https://x.com/QualityInvest5/status/1975229565145628992) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-06T16:00Z 12.5K followers, 15.5K engagements


"BOOM. $UBER THE TRAVEL AGGREGATOR BEGINS"  
[X Link](https://x.com/QualityInvest5/status/1975599161165664657) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-07T16:28Z 12.5K followers, 12.4K engagements


"Just realized $ASML earnings is next week This past quarter FLEW by"  
[X Link](https://x.com/QualityInvest5/status/1975609029029470479) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-07T17:07Z 12.5K followers, 4067 engagements


"PSA: $EFX can drop the price of their scores to $XXXX and it still wouldnt hurt $FICO FICOs moat doesnt come from underwriting (pulling the score at the time of a loan decision) It comes from securitization where they have a XX% market share See below for explanation"  
[X Link](https://x.com/QualityInvest5/status/1975941235698491571) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-08T15:07Z 12.5K followers, 7917 engagements


"$MNDY today gives me 2023 $PAYC vibes Slowing growth while ramping profits market cant decide how to value it so it slashes the sales multiple"  
[X Link](https://x.com/QualityInvest5/status/1975958730954174473) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-08T16:17Z 12.5K followers, 1755 engagements


"$FICO down XX% over something that wont impact their business 😂 Efficient markets right"  
[X Link](https://x.com/QualityInvest5/status/1975964113798070326) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-08T16:38Z 12.5K followers, 8525 engagements


"Optically cheap but based off historicals we're getting up there $TSM"  
[X Link](https://x.com/QualityInvest5/status/1976011060827312213) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-08T19:45Z 12.5K followers, 3517 engagements


"During the peak $FICO selloff you could've almost bought $FICO and $EFX at the same valuation One of them grows significantly faster and has a MUCH better moat 👀"  
[X Link](https://x.com/QualityInvest5/status/1976279368692568457) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T13:31Z 12.5K followers, 2840 engagements


"@fiscorainvest @dividenddutchie i did video on $SAF which is $GE's counterpart. Very solid niche of the industrial space"  
[X Link](https://x.com/QualityInvest5/status/1976279736608489889) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T13:33Z 12.6K followers, XXX engagements


"Next up gonna make this dune meme but for mortgages"  
[X Link](https://x.com/QualityInvest5/status/1976311139316433237) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T15:37Z 12.5K followers, 6419 engagements


"New video covering the $FICO vs $EFX situation btw Disclaimer: Nothing can impact $FICO's moat"  
[X Link](https://x.com/QualityInvest5/status/1976315092619931667) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T15:53Z 12.5K followers, 3400 engagements


"Did you guys know about this $GOOGL $SQSP"  
[X Link](https://x.com/QualityInvest5/status/1976389323340775917) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T20:48Z 12.5K followers, 2607 engagements


"@comolokkkocu They're just foregoing the credit bureaus and selling directly to lenders. some new revenue capture but majorirty of the business is orange arrow in securitization"  
[X Link](https://x.com/QualityInvest5/status/1976397486580433067) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T21:20Z 12.5K followers, XX engagements


"Salesforce VP tryna sell me Agentforce 🤣 $CRM"  
[X Link](https://x.com/QualityInvest5/status/1976693152720560153) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-10T16:55Z 12.6K followers, 5206 engagements


"WTF CASE AND POINT A FEW SENTENCES LATER THEY BOUGHT $ADBE THEN TRIMMED IT WITHIN THE SAME QUARTER ARE WE BEING SERIOUS HERE"  
[X Link](https://x.com/QualityInvest5/status/1977035213248376988) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-11T15:35Z 12.6K followers, 9701 engagements


"LOTS of passion went into this one 😅 While others shill the stock to cozy up to the CEO for an interview Ill tell it straight: the moat and financials are deteriorating And a hail-merry ads business wont save them. New $PYPL video out now 👇"  
[X Link](https://x.com/QualityInvest5/status/1977157654146695443) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-11T23:41Z 12.5K followers, 28.2K engagements


"Secret $FICO bull thesis 😂"  
[X Link](https://x.com/QualityInvest5/status/1977763248536494184) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-13T15:47Z 12.5K followers, 6418 engagements


"@DeepIceValue yup classic cigar butt stock. it might be good for one last puff but thats about it man from all directions the moat is eroding and this is a FACT. good lucking pivoting to ads"  
[X Link](https://x.com/QualityInvest5/status/1978109912719753599) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T14:45Z 12.6K followers, XXX engagements


"Funny how everyone suddenly HATES Andy Jassy only when $AMZN stock goes down"  
[X Link](https://x.com/QualityInvest5/status/1978150107708068064) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T17:25Z 12.5K followers, 7261 engagements


"Pets(.)com of 2000 bubble is that you $OKLO"  
[X Link](https://x.com/QualityInvest5/status/1978156899481604251) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T17:52Z 12.6K followers, 5654 engagements


"Salesforce has to be the ONLY company where a partnership with Open AI sends the stock down The SellsForce prophecy strikes again 😭 $CRM -XXX% today"  
[X Link](https://x.com/QualityInvest5/status/1978218511144042979) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T21:57Z 12.6K followers, 18.4K engagements


"adobe is growing sales double digit and still owns the lion share of revenues in its industry. Similar to MSFT office vs google suite of products. Adobe will own majority of the dollar market share of the design industry and Canva Figma Affinity Capcut and the other sea of competitiors will own majority user base market share In fact they already do Depending on the verticla adobe has 60-80% market share (in revenue terms). Where as canva alone has 10x the users of Adobe RIGHT NOW. Nevermind Capcut and the tik tok editors mob LOL Point is they dont have the life cycle of paypal because theyre"  
[X Link](https://x.com/QualityInvest5/status/1978490906283028781) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T15:59Z 12.5K followers, XXX engagements


"@fiscorainvest im ngl bro $SPOT is hella expensive"  
[X Link](https://x.com/QualityInvest5/status/1978491685685358834) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T16:02Z 12.5K followers, XXX engagements


"@Sloth_Investing Google pay apple pay and in the case of P2P payments competitors are charging 10x less or free in many cases"  
[X Link](https://x.com/QualityInvest5/status/1978514571276009703) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T17:33Z 12.5K followers, XXX engagements


"@StockMarketNerd Long live the Uber Mafia 🫡"  
[X Link](https://x.com/QualityInvest5/status/1978517643108786306) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T17:45Z 12.5K followers, 1071 engagements


"@Alexand92792198 im eyeing like XXX ish"  
[X Link](https://x.com/QualityInvest5/status/1978522822893777224) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T18:06Z 12.5K followers, XX engagements


"$shop is expensive and even overvalued but its also one of the best businesses on earth with exceptional leadership and a crazy amount of optionality hard to think of a world where the stock isnt materially higher and outperforms s&p even at these prices but youre likely to see a couple XX% drawdowns on the way there"  
[X Link](https://x.com/QualityInvest5/status/1978939287396618546) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T21:41Z 12.6K followers, XXX engagements


"@macaronicapital the plot thickens you can pay for your driver to pick you up starbucks before you get into the ride 😆😆😆"  
[X Link](https://x.com/QualityInvest5/status/1979022034240704880) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T03:09Z 12.5K followers, XX engagements


"@mply_cap i think were a small mjnority on this earth bro when i started getting excited about the $HON aerospace spin out i knew it was over for me"  
[X Link](https://x.com/QualityInvest5/status/1979040053826314334) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T04:21Z 12.6K followers, XXX engagements


"Zillow has how many monthly actives $ZG"  
[X Link](https://x.com/QualityInvest5/status/1908589048626630919) [@QualityInvest5](/creator/x/QualityInvest5) 2025-04-05T18:34Z 12.6K followers, 2777 engagements


"GoDaddy's an interesting business because XX% of the revenues are reccuring. People keep paying for their domain every year $GDDY"  
[X Link](https://x.com/QualityInvest5/status/1936058806846558704) [@QualityInvest5](/creator/x/QualityInvest5) 2025-06-20T13:49Z 12.6K followers, 1809 engagements


"Is Google starting to get expensive $GOOG $GOOGL"  
[X Link](https://x.com/QualityInvest5/status/1978822836388024709) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T13:58Z 12.6K followers, 16.9K engagements


"Lululemon in its biggest drawdown in XX years trading at 12x earnings Never invest in retail though right 😅 $LULU"  
[X Link](https://x.com/QualityInvest5/status/1979563598620889097) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T15:01Z 12.6K followers, 1931 engagements


"Just discovered a LITERAL toll booth business. - X% Revenue CAGR - XX% Gross Profit Margin - Riddled with debt at 5x debt/EBITDA Interesting stuff 👀 $FER"  
[X Link](https://x.com/QualityInvest5/status/1954589885047681526) [@QualityInvest5](/creator/x/QualityInvest5) 2025-08-10T17:05Z 12.6K followers, 4440 engagements


"Dark horse candidate for acquisition by either $UBER or $DASH in the next XX years: HelloFresh the worlds largest meal-kit delivery company. With brands like Green Chef Factor and EveryPlate $HFG commands roughly XX% market share in its category. The stock is down XX% from all-time highs as sales have recently started to decline. the markets pessimism is understandable. But at todays valuation its hard to ignore: - Trading at just 0.19x TTM sales - Generated 7B in revenue and 4.5B in gross profit over the past year - Market cap: only 1.1B 🤯 Thats wild for a business of this scale. Theres"  
[X Link](https://x.com/QualityInvest5/status/1974668757608886547) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-05T02:51Z 12.6K followers, 20.8K engagements


"please show me an example of a person in the real world who (ideally a professional who uses the software in their day to day say a graphic designer) who has cancelled adobe and fully relies on AI to generate their work for professional clients who pay them thousands HINT: u cant fine one"  
[X Link](https://x.com/QualityInvest5/status/1979565176987746523) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T15:08Z 12.6K followers, XXX engagements


"At some point this valuation gets a bit ridiculous no They still have double digit top-line and will likely achieve XX% EPS growth for the next few years $ADBE"  
[X Link](https://x.com/QualityInvest5/status/1954595336653312273) [@QualityInvest5](/creator/x/QualityInvest5) 2025-08-10T17:26Z 12.6K followers, 34.9K engagements


"@rubicon59 @FundasyInvestor will likely achieve high teens or maybe even XX% EPS growth over the next few years Barely any growth yeah"  
[X Link](https://x.com/QualityInvest5/status/1978483459812425919) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T15:29Z 12.6K followers, XX engagements


"On the surface Reddits 15x EV/Sales multiple looks pricey. but this company is just beginning to monetize and the potential here is MASSIVE 👇 - XX% YoY revenue growth - 1.2B MAUs with only $XX ARPU tons of runway - 138K niche communities = hyper-targeted ads - Self-moderation (can be a long-term cost advantage) - XX% gross margins (higher than $META) - Now profitable with X quarters of positive earnings With a relatively low market cap and massive untapped monetization potential $RDDT could be a long-term winner especially when considering JUST how fast they're growing"  
[X Link](https://x.com/QualityInvest5/status/1978521498160923007) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T18:00Z 12.6K followers, 2651 engagements


"I'm eyeing a X% spec position perhaps a swap with $HIMS"  
[X Link](https://x.com/QualityInvest5/status/1978521578317947310) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T18:01Z 12.6K followers, 1134 engagements


"How does one short gold Wtf is this nonsense seriously 🤦♂"  
[X Link](https://x.com/QualityInvest5/status/1978607421497946338) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T23:42Z 12.6K followers, 25.6K engagements


"that reliance on google issue i do share with you i think just like how $META overnight was screwed by apple privacy changes and Zuck claims years later their revenues wouldve doubled had it not happened. Exact same thing or even WORST can happen to reddit if google sours on their approach to prioritizing reddit answers in search. Thin rope to be walking but nonethless i think the business can survive even if changes were made"  
[X Link](https://x.com/QualityInvest5/status/1978842514938376564) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T15:16Z 12.6K followers, XX engagements


"@everydaystocksx PRICE. DICTATES. SENTIMENT"  
[X Link](https://x.com/QualityInvest5/status/1978867908093575261) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T16:57Z 12.6K followers, XXX engagements


"@SelfMadeMastery I knew the UI looked familiar"  
[X Link](https://x.com/QualityInvest5/status/1978888877034099038) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T18:20Z 12.6K followers, XXX engagements


"@weary_centurion @teechongyen XX% rev growth soon"  
[X Link](https://x.com/QualityInvest5/status/1979192077666680951) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T14:25Z 12.6K followers, XX engagements


"@fiscorainvest i just said $SPOT expensive LOL"  
[X Link](https://x.com/QualityInvest5/status/1979208236386357739) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T15:29Z 12.6K followers, XXX engagements


"Bought a starter in Adober $ADBE at $XXX - 19x SBC adjusted P/FCF - 15%+ FCF per share growth - X% share reduction (likely to continue) IMO you simply can't lose at these prices. I wanna make it a 10%+ position over the next little while"  
[X Link](https://x.com/QualityInvest5/status/1967661152944656431) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-15T18:45Z 12.6K followers, 70.4K engagements


"$ADYEN starting to get interesting again. - 35x forward P/E - 25%+ projected EPS growth - Wide-moat stemming from high authorization rates and switching costs Ideally I would've sold $FI by now 😅"  
[X Link](https://x.com/QualityInvest5/status/1967943664459800591) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-16T13:28Z 12.6K followers, 4116 engagements


"The single greatest economic moat a business can possess is to be recognized as a standard "where the network effects created by your past sales give you the right to make your next sale" - $MCO CEO Ray McDaniel Here are XX POWERFUL examples of a "standards" business 🧵👇"  
[X Link](https://x.com/QualityInvest5/status/1968027781800874388) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-16T19:02Z 12.6K followers, 17K engagements


"1. $MCO Moody's - Credit Ratings Business Moody's has been the standard for corporate debt ratings for over a century. When an enterprise wants to raise debt for their business operations they MUST get a rating from $MCO because it's a stamp of approval on that business"  
[X Link](https://x.com/QualityInvest5/status/1968027786372845905) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-16T19:02Z 12.6K followers, 1360 engagements


"2. $SAF.PA Safran Aerospace Engines Safran (via CFM w/ $GE) dominates narrow-body jets: the CFM56 & LEAP engines power 70%+ of global fleets. With 40k+ engines in service and decades of high-margin servicing airlines are locked in for 2030 years after purchase. Thats a textbook standards moat in aviation ✈"  
[X Link](https://x.com/QualityInvest5/status/1968027790609093058) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-16T19:02Z 12.6K followers, 1244 engagements


"This is a fantastic stamp of approval for any $ADYEN doubters. $SHOP has deep ties with Stripe for many years and yet they're leaning towards Adyen in Europe for Enterprise"  
[X Link](https://x.com/QualityInvest5/status/1968299813717586174) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-17T13:03Z 12.6K followers, 3597 engagements


"@dming $SAF.PA Safran lots of talk in our discord"  
[X Link](https://x.com/QualityInvest5/status/1968803464445669437) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-18T22:24Z 12.6K followers, XXX engagements


"Just uploaded a video on a Chris Hohn stock which is arguably the WIDEST moat business I've ever studied - 70%+ recurring revenue - Customer lock-in cycles that span 50+ years - Tens of billions in R&D protecting a treasure trove of IP and patents Seriously ENJOY $SAF $SAP.PA"  
[X Link](https://x.com/QualityInvest5/status/1968849076851462332) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-19T01:26Z 12.6K followers, 4921 engagements


"@mply_cap where do i start my research on $tdg"  
[X Link](https://x.com/QualityInvest5/status/1968857017486885221) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-19T01:57Z 12.6K followers, XXX engagements


"@mply_cap thanks man this is super helpful aerospace stocks are so cool 🙌"  
[X Link](https://x.com/QualityInvest5/status/1968862976699445352) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-19T02:21Z 12.6K followers, XXX engagements


"Want to invest in wide moat stocks Here are a few categories to choose from: Financial Services 💹 S&P Global $SPGI Moody's $MCO Visa or Mastercard $V $MA MSCI $MSCI Fair Isaac $FICO Big Tech Amazon $AMZN Google $GOOGL Microsoft $MSFT Meta $META Apple $AAPL Semis🧑🏭 ASML $ASML TSMC $TSM Synopsis $SNPS Nvidia $NVDA KLA Corp $KLAC Industrials✈ Canadian Pacific $CP TransDigm $TDG Safran $SAF.PA General Electric $GE HEICO $HEI Other Tech🤳 Netflix $NFLX Uber $UBER Spotify $SPOT Booking(.)com $BKNG Airbnb $ABNB Software💻 Intuit $INTU Salesforce $CRM Workday $WDAY ServiceNow $NOW Shopify $SHOP"  
[X Link](https://x.com/QualityInvest5/status/1969450653597491668) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-20T17:16Z 12.6K followers, 36.5K engagements


"After the -X% drop last Thursday S&P now trades at: - 29x trailing P/FCF - Low to mid-teens FCF per share growth - One of the widest moats of any business on Earth Is $SPGI starting to look attractive again"  
[X Link](https://x.com/QualityInvest5/status/1969929400650211614) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-22T00:59Z 12.6K followers, 17.5K engagements


"Double the growth for a slightly higher PE Granted not a direct comparison because one's a PSP and the other a card network But both are benefitting from the same secular growth trends in the same industry $ADYEN $MA"  
[X Link](https://x.com/QualityInvest5/status/1969947286869626881) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-22T02:10Z 12.6K followers, 3607 engagements


"Mastercard's level margins as an industrial is nothing short of impressive. $TDG"  
[X Link](https://x.com/QualityInvest5/status/1970278759010873784) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-23T00:07Z 12.6K followers, 4322 engagements


"Some pretty sizeable drawdowns for the financial data stocks S&P Global $SPGI -XX% Morningstar $MORN -XX% Factset $FDS -XX% Gartner $IT -XX% Any interest"  
[X Link](https://x.com/QualityInvest5/status/1970501404990001277) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-23T14:51Z 12.6K followers, 24.6K engagements


"Most interesting to me here is Gartner which trades at its lowest valuation since becoming profitable. Growth isn't the best but it has historically been cyclical $IT"  
[X Link](https://x.com/QualityInvest5/status/1970504613074751630) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-23T15:04Z 12.6K followers, 6556 engagements


"I find it hilarious how Ebay has more than tripled the performance of PainPal XX years after the spin-off $PYPL $EBAY"  
[X Link](https://x.com/QualityInvest5/status/1970983969320730722) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-24T22:49Z 12.6K followers, 3710 engagements


"Fiserv is still arguably one of the best opportunities in the market - X% TTM Buyback yield - 13x P/FCF (lowest valuation this decade) - Wide moat in some segments with XX% retention rate narrower moat in other segments like Clover I overall still like the set up here $FI"  
[X Link](https://x.com/QualityInvest5/status/1971758494236950544) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-27T02:07Z 12.6K followers, 16.9K engagements


"Lululemon at 8x earnings opening stores at the same XX per year cadence they've kept up over the past few years Yes there's short-term margin pressure and a slowdown in growth. But the rest of retail is also feeling it. I think this can work from here $LULU"  
[X Link](https://x.com/QualityInvest5/status/1973109777552060826) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-30T19:36Z 12.6K followers, 18.1K engagements


"Some high-quality stocks I think are currently undervalued: SEVERLY UNDERVALUED Salesforce $CRM at $XXX Adobe $ADBE at $XXX Constellation Software $CSU.TO at $3800 Fiserv $FI at $XXX TransMedics $TMDX at $XXX UNDERVALUED Transdigm $TDG at $1300 S&P Global $SPGI at $XXX MSCI $MSCI at $XXX Adyen $ADYEN at $1440"  
[X Link](https://x.com/QualityInvest5/status/1973764918693281842) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-02T15:00Z 12.6K followers, 39.2K engagements


"It's baffling to see just how far $TTD has fallen in such a short amount of time Be careful with valuation"  
[X Link](https://x.com/QualityInvest5/status/1975201230092996905) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-06T14:07Z 12.6K followers, 3815 engagements


"$TSM stock now starts with a X 🤯 I remember when this was a dead stock at $XX with guaranteed China invasion coming soon Congrats bulls"  
[X Link](https://x.com/QualityInvest5/status/1975229496833065289) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-06T15:59Z 12.6K followers, 4037 engagements


"Origination Securitization $FICO Securitization market share is XX% and thats where they derive their moat from No credit score at any price vantage or other can damage securitization"  
[X Link](https://x.com/QualityInvest5/status/1975964553231073287) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-08T16:40Z 12.6K followers, 2969 engagements


"@SayNoToTrading $FI has more diversified business segments than $GPN but yeah the debt is worrisome"  
[X Link](https://x.com/QualityInvest5/status/1976277266108940499) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T13:23Z 12.6K followers, XXX engagements


"Say what you want about Robinhood's ridiculous valuation. I've NEVER seen such rapid margin improvement in any business. ever $HOOD"  
[X Link](https://x.com/QualityInvest5/status/1976328103250342011) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T16:45Z 12.6K followers, 50.8K engagements


"Ferrari $FACE in the low 300s gets more interesting IMO. Will be trading at 23/24x forward EV/EBIT. Similarly valued to something like $SPGI today which I regard as another super wide-moat compounder with low teens EPS growth"  
[X Link](https://x.com/QualityInvest5/status/1976368762216722832) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T19:26Z 12.6K followers, 9866 engagements


"SEE I TOLD YOU IT'S A BLACK BOX AND WILL EVENTUALLY DROP $BN -XX% 🥳"  
[X Link](https://x.com/QualityInvest5/status/1976693789910876244) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-10T16:58Z 12.6K followers, 21.7K engagements


"extremely sarcastic i know they did a split im actually a fan of $BN"  
[X Link](https://x.com/QualityInvest5/status/1976693854553170177) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-10T16:58Z 12.6K followers, 3815 engagements


"Another quarter of disappointing performance for Polen Capital: XXXX% YTD net of fees vs. S&P's XXXXX% My biggest gripe with them is the sheer amount of activity EVERY single quarter and often selling undervalued companies for overvalued names because they have momentum in them. This strategy is fine and you can make money doing it But when you claim to place emphasis "on durable high-quality businesses" Then start trading in and out of positions every quarter with resulting in like XX% annual turnover . IDK man"  
[X Link](https://x.com/QualityInvest5/status/1977033429582586359) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-11T15:27Z 12.6K followers, 40.4K engagements


"Efficient market hypothesis Theres no alpha in mega caps $META $NFLX $AMZN $GOOGL"  
[X Link](https://x.com/QualityInvest5/status/1977080902879789565) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-11T18:36Z 12.6K followers, 9397 engagements


"$ASML earnings in two days"  
[X Link](https://x.com/QualityInvest5/status/1977469417198891333) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-12T20:20Z 12.6K followers, 9942 engagements


"After researching it more Ive come to the realization that $PYPL ads will grow to $20B by next year This has made me re-think my XX% position in $AMZN and XX% $GOOGL I think I will sell at the open and buy $PYPL the new CLEAR ad winner instead Also the buybacks 🤯"  
[X Link](https://x.com/QualityInvest5/status/1977832531878977630) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-13T20:23Z 12.6K followers, 29.9K engagements


"$ADBE trades at under 15x forward earnings while growing EPS 1417% a year. And theres STILL zero sign of disruption. Have a great day 👋"  
[X Link](https://x.com/QualityInvest5/status/1978216268806205887) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T21:48Z 12.6K followers, 29.8K engagements


"Guccis parent company $KER is in REAL trouble The stocks doubled since the April lows yet is still down XX% from the ATH All the while revenue growth has been falling off a cliff Has the red python lost its flair 💔🐍"  
[X Link](https://x.com/QualityInvest5/status/1978489229798703350) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T15:52Z 12.6K followers, 2503 engagements


"$ASML goes up more on $TSM s earnings than its own earnings Lol"  
[X Link](https://x.com/QualityInvest5/status/1978817893119701502) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T13:38Z 12.6K followers, 5838 engagements


"Side note: Unlike $PYPL $UBER has REAL surface area even with such puny ads like the ones displayed in the rides app At least it's some place where you can put an ad that makes sense. Eg "buy a Starbucks coffee on your way to work" and that's clear ROI for $SBUX"  
[X Link](https://x.com/QualityInvest5/status/1978845156880105774) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T15:27Z 12.6K followers, 4462 engagements


"AI disrupting $CSU.TO might singlehandedly be the stupidest narrative Ive ever heard in all my time investing"  
[X Link](https://x.com/QualityInvest5/status/1978945479569211414) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T22:05Z 12.6K followers, 14.7K engagements


"Oh boy thats ugly maybe i gotta redirect my $PYPL criticism elsewhere 😬 $XYZ"  
[X Link](https://x.com/QualityInvest5/status/1979028994314944580) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T03:37Z 12.6K followers, 10.6K engagements


"At this rate $ORCL is either gonna turn out like $NVDA or Enron No in-between"  
[X Link](https://x.com/QualityInvest5/status/1979029782630154360) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T03:40Z 12.6K followers, 3394 engagements


"WHAT A COMPLETE JOKE. 12.5x EV/EBIT This valuation is literally pricing in X% earnings growth for the next decade Meanwhile $ADBE is on track to deliver XX% EPS growth over the next XX months Do an ounce of research and its obvious the long-term AI risk is massively overstated"  
[X Link](https://x.com/QualityInvest5/status/1979207754909642993) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T15:27Z 12.6K followers, 39.1K engagements


"@SachinSolo $CRM $ACN comes to mind"  
[X Link](https://x.com/QualityInvest5/status/1979271625905443005) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T19:41Z 12.6K followers, XXX engagements


"@StockStormX $MSFT scenario was different it was super overvalued in early 2000s then became SUPER undervalued. Cloud tailwind in early 2010s gave a new growth engine to the business too. Market also overly punished them for missing search the browser and then the mobile transition"  
[X Link](https://x.com/QualityInvest5/status/1979298778030182864) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T21:29Z 12.6K followers, 4918 engagements


"@SCMTT_LAB @grok summarize please"  
[X Link](https://x.com/QualityInvest5/status/1979496966297096418) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T10:37Z 12.6K followers, 1390 engagements


"I actually couldnt get more bullish on $UBER The optionality is out this WORLD 👇"  
[X Link](https://x.com/QualityInvest5/status/1979529786968944854) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T12:47Z 12.6K followers, 6603 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"  
[X Link](https://x.com/QualityInvest5/status/1931410225342374150) [@QualityInvest5](/creator/x/QualityInvest5) 2025-06-07T17:57Z 12.6K followers, 58.1K engagements


"My favourite non-US stock is $ASML because of its monopoly-like moat great margins and excellent secular growth 👌 Whats your favourite non-US stock and why"  
[X Link](https://x.com/QualityInvest5/status/1964713702973968729) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-07T15:33Z 12.6K followers, 25.6K engagements


"All of the financial services stocks are down today S&P Global $SPGI -XXX% Moody's $MCO -XXX% Morningstar $MORN -XXX% MSCI $MSCI -XXX% Why 🤔"  
[X Link](https://x.com/QualityInvest5/status/1968756271189741957) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-18T19:17Z 12.6K followers, 50.7K engagements


"Portfolio Update Sept XX 2025 Bought a starter X% position in $ADBE and I'm hoping to make it XX% position in the future (I have zero cash atm). $ASML with its meteoric rise today overtook $UBER as my 3rd biggest position"  
[X Link](https://x.com/QualityInvest5/status/1968760021455454268) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-18T19:32Z 12.6K followers, 90.8K engagements


"What would you change about this portfolio $AMZN $GOOGL $ASML $UBER $FICO $FI $TMDX $ADBE $HIMS"  
[X Link](https://x.com/QualityInvest5/status/1971364091232125306) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-26T00:00Z 12.6K followers, 27.1K engagements


"$CSU.TO is such an easy buy at these prices I wish I had cash"  
[X Link](https://x.com/QualityInvest5/status/1971772656161828990) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-27T03:03Z 12.6K followers, 7922 engagements


"Courtesy of @Spsk2000 it seems management has been eyeing the possibility of a buyout already I still think my proposed $UBER $DASH or $CART are better homes to $HFG than any of these other companies But what do I know 🤷♂"  
[X Link](https://x.com/QualityInvest5/status/1974912626661708149) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-05T19:00Z 12.6K followers, 5074 engagements


"@SayNoToTrading i like the merchant acquirer business as well but id rather invest in something like $FI at similar valuation or $ADYEN"  
[X Link](https://x.com/QualityInvest5/status/1976076848774906070) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T00:06Z 12.6K followers, XXX engagements


"@SayNoToTrading very solid and yeah now in the low 100s its quite a steal. im jealous of ur adyen position also im familiar with that processing chart. very impressive how $fi is still up there despite so much hype around these newer fintechs"  
[X Link](https://x.com/QualityInvest5/status/1976082509000786363) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T00:29Z 12.6K followers, XXX engagements


"@DrunkDividends @NewcomerInvest look into $fi instead"  
[X Link](https://x.com/QualityInvest5/status/1977903851152834570) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T01:06Z 12.6K followers, XXX engagements


"@ttactics011 @DeepIceValue in the fintech lands of things. $FI has somewhat of a moat will comfortably grow EPS at a mid teens pace no immediate disruption risk. also trades at 12x earnings the ONLY downside they have lots of debt. a little over 3x debt/ebitda"  
[X Link](https://x.com/QualityInvest5/status/1978110424278082026) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T14:47Z 12.6K followers, XXX engagements


"$ASML reports XXX billion total net sales and XXX billion net income in Q3 2025 Re-iterates FY 2025 guidance of XX% YoY sales growth with gross margin around XX% They see positive momentum around investments in AI and are expecting continued strength with customers"  
[X Link](https://x.com/QualityInvest5/status/1978329244292849709) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T05:17Z 12.6K followers, 24K engagements


"Up XX% since that last tweet . now trades 17x EV/EBIT $LVMH $LVMUY $MC.PA"  
[X Link](https://x.com/QualityInvest5/status/1978486661152407670) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T15:42Z 12.6K followers, 3473 engagements


"it's a fine line but i think just like how most people prefer to read the actual email as opposed to the AI summary of it. Majority of people who want answers from reddit want to read actual replies from real people and exactly what they said. Perhpas for longer replies $RDDT themselves can put a summary button into reddit and BOOM Moat intact 😎"  
[X Link](https://x.com/QualityInvest5/status/1978823533615529985) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T14:01Z 12.6K followers, XX engagements


"I'm still more bullish on the Eats ads. This is cool too. They should create ads like "Stop by for a coffee" where Starbucks can pay for an ad in the Uber app that directs your drive to a Starbucks on the way to pick up a coffee. Obviously everybody should be appropriately compensated but there are many situations where people are hungry in an Uber you know $UBER"  
[X Link](https://x.com/QualityInvest5/status/1978843219124228415) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T15:19Z 12.6K followers, 9959 engagements


"@PronkDaniel $FI right now 👀"  
[X Link](https://x.com/QualityInvest5/status/1978887819553604037) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T18:16Z 12.6K followers, XXX engagements


"@GEORGEMORGAN_01 yes salesforce too"  
[X Link](https://x.com/QualityInvest5/status/1979268914212119034) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T19:30Z 12.6K followers, XXX engagements


"@AustinH26415112 @GEORGEMORGAN_01 @grok summarize"  
[X Link](https://x.com/QualityInvest5/status/1979299816875397538) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T21:33Z 12.6K followers, XX engagements


"@gekkoadvisors SHORT GOOGL LMFAO Open AI ads is plausible but it's not an easy business to integrate ads into. We will see my hunch is even if they have a new competitor they can co exist and succeed and live together"  
[X Link](https://x.com/QualityInvest5/status/1979301628412071949) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T21:40Z 12.6K followers, XX engagements


"I don't care how bad the issues of a company are no business that is growing AT ALL should be trading at an X% FCF yield Evo will likely have over XX% revenue growth from here on out and should not be valued like a declining tobacco business Ridiculous $EVO $EVVTY $EVO.ST"  
[X Link](https://x.com/QualityInvest5/status/1882438478497300546) [@QualityInvest5](/creator/x/QualityInvest5) 2025-01-23T14:41Z 12.6K followers, 12.1K engagements


"SHARP revenue de-acceleration over at Evo Gaming. Stock down XX% on the day $EVO $EVVTY $EVO.ST"  
[X Link](https://x.com/QualityInvest5/status/1917622621430063287) [@QualityInvest5](/creator/x/QualityInvest5) 2025-04-30T16:50Z 12.6K followers, 6450 engagements


"as an investor do yourself a favour and never invest in airlines $SAVE"  
[X Link](https://x.com/QualityInvest5/status/1961566827697344717) [@QualityInvest5](/creator/x/QualityInvest5) 2025-08-29T23:09Z 12.6K followers, 7497 engagements


"Case and point why the PE ratio is complete garbage. We have geniuses seeing the stock fall looking at the PE and concluding that $CSU.TO is still overvalued Meanwhile the PE ratio isn't reflective of CSU's actual earnings AT ALL"  
[X Link](https://x.com/QualityInvest5/status/1971292047396176238) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-25T19:13Z 12.6K followers, 6998 engagements


"Anybody interested in $CSU.TO This is all the due diligence you need 👌"  
[X Link](https://x.com/QualityInvest5/status/1971618328008646979) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-26T16:50Z 12.6K followers, 15.4K engagements


"$CSU.TO selloff is dumb The company was built exactly for a day like today"  
[X Link](https://x.com/QualityInvest5/status/1971620327177572381) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-26T16:58Z 12.6K followers, 8499 engagements


"$PDD has a $190B market cap about 1/3rd of that is JUST their cash balance Unreal"  
[X Link](https://x.com/QualityInvest5/status/1973738932883091743) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-02T13:16Z 12.6K followers, 4885 engagements


"2021 was a different time 💀 $IBKR"  
[X Link](https://x.com/QualityInvest5/status/1974124034708430888) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-03T14:47Z 12.6K followers, 3277 engagements


"Just found one of the only ways to get exposure to Andurils success 👀 Kraken Robotics supplies them with critical underwater batteries and sensors (which are proprietary to Kraken) $KRKNF $PNG.V"  
[X Link](https://x.com/QualityInvest5/status/1974866355435483298) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-05T15:56Z 12.6K followers, 34.6K engagements


"REMINDER: $ADBE is STILL a cash machine. 15%+ EPS growth just from revenue and buybacks no miracles needed. And its trading at an eye-watering 15x earnings. Cheers"  
[X Link](https://x.com/QualityInvest5/status/1975633126924882155) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-07T18:43Z 12.6K followers, 28.5K engagements


"I'm starting to get the hype now 8x forward FCF for 20%+ top-line growth $FOUR"  
[X Link](https://x.com/QualityInvest5/status/1976010184452653165) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-08T19:41Z 12.6K followers, 67.4K engagements


"Intercontinental Exchange $ICE which owns the NYSE is one of the most overlooked names in the 'wide moat quality' camp - 22x fwd PE - XXX% gross margins XX% operating margins - Will likely deliver a comfortable low teens EPS CAGR moving forward I think the stock can do well from here"  
[X Link](https://x.com/QualityInvest5/status/1976076359035187577) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T00:04Z 12.6K followers, 16.5K engagements


"Massive Brazilian tilt in $MELI's revenues With Argentina and Mexico shaping up as the next big growth engines"  
[X Link](https://x.com/QualityInvest5/status/1976332065311453628) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T17:00Z 12.6K followers, 5916 engagements


"We're on pace for THE WORST single-day drop in Ferrari stock's history Investors were disappointed with the modest 2030 guidance revealed in their capital markets day: - X% rev CAGR - XXXX% EPS CAGR - Operating Margin increase to XX% (from 28) $RACE currently down -17%"  
[X Link](https://x.com/QualityInvest5/status/1976338293848760442) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T17:25Z 12.6K followers, 18.9K engagements


"@PronkDaniel they $MELI thesis is: they become LatAm"  
[X Link](https://x.com/QualityInvest5/status/1976363268181770696) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T19:04Z 12.6K followers, 1312 engagements


"The better share cannibal fintech with a core business that isn't being disrupted and a top-line that's ACTUALLY GROWING $FI $PYPL"  
[X Link](https://x.com/QualityInvest5/status/1977435218454905314) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-12T18:04Z 12.6K followers, 14.1K engagements


"Decade high dividend yield for Target 👀 $TGT"  
[X Link](https://x.com/QualityInvest5/status/1977441174849032195) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-12T18:28Z 12.6K followers, 4809 engagements


"Dividend Growth Dividend Yield If you truly want to retire off of passive income try to spot the next Broadcom and then hold it for a LOOONG time $AVGO"  
[X Link](https://x.com/QualityInvest5/status/1977451599610937812) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-12T19:09Z 12.6K followers, 9083 engagements


"hmm this is something i think about often personally if i find an opportunity that is SIGNIFICANTLY better than $spgi (assuming i was a shareholder) while $spgi was trading at 40x fcf id sell and move on a lot of people subscribe to never sell mentality and thats fine assuming your time horizon is truly XX years or more. but just know that at any point you can experience a long period of flat returns holding on to a XX% grower at say 40x fcf i think anything north of 3x P/FCF to growth is pricing in a lot so if we expect SPGI to have about 12-13% FCF per share growth. thats roughly high 30s"  
[X Link](https://x.com/QualityInvest5/status/1978166715721633967) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T18:31Z 12.6K followers, XXX engagements


"Adobe's revenues have doubled while the stock is flat. I'm sure it's nothing $ADBE"  
[X Link](https://x.com/QualityInvest5/status/1978228426826817791) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T22:36Z 12.6K followers, 21.2K engagements


"$PYPL Is The Clearest Case of Innovator's Dilemma I've EVER Seen. but nobody wants to admit it I don't wanna single this guy out but this just speaks to a WAY bigger issue I see in investing ALL THE TIME which has to do with "narrative-based thinking" Completely following the narrative blindly usually when a stock is down but in this case it's following the bull case that PayPal will spawn an ads business and pump our bags up. If you do any sort of first principles thinking into the feasibility of PayPal launching an ads business. You quickly start to realize they don't ACTUALLY have the"  
[X Link](https://x.com/QualityInvest5/status/1978319475066720539) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T04:38Z 12.6K followers, 6756 engagements


"Portfolio Update Oct XX 2025 Alright this should be fun. So first of all as I've discussed for a few months now I finally cut $HIMS which was always a spec position and I never intended to hold onto it long term. I think I bought it halfway through May so roughly X months of ownership Next you'll see that $FI is missing Now this one I also intend to sell eventually but I actually haven't sold it yet (technically even tho it's missing). I instead converted my shares to ITM LEAP options which is similar to what Bill Ackman did with his $NKE position except those were likely at a much lower"  
[X Link](https://x.com/QualityInvest5/status/1978564351759106270) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T20:51Z 12.6K followers, 20.4K engagements


"NGL this is super impressive for a company of their size if they can achieve it. If theyre guiding for 10%+ organic growth now 16x FCF isnt just undervalued its CRAZY cheap $CRM"  
[X Link](https://x.com/QualityInvest5/status/1978605417480479126) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T23:34Z 12.6K followers, 11.3K engagements


"Its like theyre speed-running the Guinness World Record for Most Acronyms Per Square Inch Show this to a non-investor and theyll think it's some next-level engineering lingo nope just software bro 😂 $CRM"  
[X Link](https://x.com/QualityInvest5/status/1978609354451407247) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T23:50Z 12.6K followers, 5247 engagements


"I have a hunch my psychological long at $XXX is going to shape up nicely 😉 $CRM"  
[X Link](https://x.com/QualityInvest5/status/1978825031254786460) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T14:07Z 12.6K followers, 7086 engagements


"Took me a week but I FINALLY found it $IBKR Gross margins vs. Operating margins"  
[X Link](https://x.com/QualityInvest5/status/1978846104138440773) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T15:30Z 12.6K followers, 10.9K engagements


"My big issue with investing in commodities like Gold and Silver is that I can never CONFIDENTLY tell you when its a good time to buy or sell. Their prices are driven purely by hype and shifting supply/demand dynamics in the market not fundamentals. Now take $GOOGL for example: If its trading at a 16x PE (which has only happened like twice in the past two decades) and I can see EPS and revenue growth holding steady despite LLM competition I can tell you with confidence: its a good buy thats likely to outperform over time Could I have predicted the rerate to 27x PE in just X months Definitely"  
[X Link](https://x.com/QualityInvest5/status/1978862944524890336) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T16:37Z 12.6K followers, 6260 engagements


"@Aulakhszn shift X is a fascinating case too i like $fi because its a conglomerate of paymentech and banking software so not pure play on a commoditized industry even tho i dont think that matters much"  
[X Link](https://x.com/QualityInvest5/status/1978944956359114975) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T22:03Z 12.6K followers, XXX engagements


"@Alpha_Condensed pay me 10K"  
[X Link](https://x.com/QualityInvest5/status/1979005875193881063) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T02:05Z 12.6K followers, XXX engagements


"Surely over time a greater % of people in foreign countries invest in their local public markets and all countries look more similar to the US right Within a generation or so i think👌"  
[X Link](https://x.com/QualityInvest5/status/1979023780845330874) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T03:16Z 12.6K followers, 4280 engagements


"@stonkmetal 🤡"  
[X Link](https://x.com/QualityInvest5/status/1979230243975029233) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T16:57Z 12.6K followers, 1442 engagements


"$ADBE is a dead company that happens to be doing $23B of revenue per year growing XX% YoY Dare I say it this is $GOOGL 2.0"  
[X Link](https://x.com/QualityInvest5/status/1979254666664751387) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T18:34Z 12.6K followers, 122.9K engagements


"I am so looking forward to a 20-30% correction just to get a reality check for most retail investors Pre-revenue companies turning into 10-baggers doesn't happen in normal market conditions 😂 $OKLO"  
[X Link](https://x.com/QualityInvest5/status/1979298411607134303) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T21:28Z 12.6K followers, 3384 engagements


"@moeedahmed i wholeheartedly agree"  
[X Link](https://x.com/QualityInvest5/status/1979298956627550297) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T21:30Z 12.6K followers, 1447 engagements


"Yeah man the business is powerful but people seem to forget that because the share price is down Classic price dictates sentiment on a very high-quality name with solid fundamentals. People just scared 🤷♂ $ADBE"  
[X Link](https://x.com/QualityInvest5/status/1979300704268296645) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T21:37Z 12.6K followers, 5030 engagements


"@BKMD22 ah yes me and my 12K followers gonna move the market cap of a 150B company 💀"  
[X Link](https://x.com/QualityInvest5/status/1979496072754913469) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T10:33Z 12.6K followers, XXX engagements


"@Figueira_API google XXX in terms of ai is gonna kill this great company and yet it hasnt showed up in the numbers way not photoshop = search lol and correction adobe is making most of its money (60%) from creative cloud products. they dont give splits on what % to each app"  
[X Link](https://x.com/QualityInvest5/status/1979496684611674515) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T10:36Z 12.6K followers, XXX engagements


"@FrankMakrides @Adobe @RemindMe_OfThis in X months then XX months then XX months again"  
[X Link](https://x.com/QualityInvest5/status/1979496870931243221) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T10:36Z 12.6K followers, XXX engagements


"@wangzhongyang you know i got these exact same comments about google when it was trading at a XX pe such a coincidence"  
[X Link](https://x.com/QualityInvest5/status/1979497379868131502) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T10:38Z 12.6K followers, XXX engagements


"@FrankMakrides @Adobe @RemindMe_OfThis @RemindMe_OfThis in XX months"  
[X Link](https://x.com/QualityInvest5/status/1979497777076863280) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T10:40Z 12.6K followers, XXX engagements


"@grok @SCMTT_LAB yeah those two have nothing common LOL"  
[X Link](https://x.com/QualityInvest5/status/1979497893783322935) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T10:40Z 12.6K followers, XXX engagements


"@FrankMakrides @Adobe @RemindMe_OfThis here u go ive done several other videos too and i was on @CashFlowKingsYT last week and did a pretty big breakdown there as well"  
[X Link](https://x.com/QualityInvest5/status/1979557835710095504) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T14:39Z 12.6K followers, XXX engagements


"Saw someone tweet Gold never really dips it always goes up. The data says otherwise. Since 2005: Six drawdowns of XX% or more An 8-year drawdown (20122020) where prices fell nearly XX% from all-time highs Honestly $SPY probably had less volatility during this stretch than $GLD 😂"  
[X Link](https://x.com/QualityInvest5/status/1979567841490751747) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T15:18Z 12.6K followers, 2646 engagements


"@FrankMakrides @Adobe @RemindMe_OfThis @CashFlowKingsYT wtf is ur problem dude 😂"  
[X Link](https://x.com/QualityInvest5/status/1979581287707902363) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T16:12Z 12.6K followers, XX engagements


"@FrankMakrides @Adobe @RemindMe_OfThis @CashFlowKingsYT @RemindMe_OfThis in XX months"  
[X Link](https://x.com/QualityInvest5/status/1979599533672939744) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T17:24Z 12.6K followers, XX engagements


"@weary_centurion no i dont doubt it's true i just dont see how that makes any different as to the stock being a good buy or not if it were 95M or 950M no difference LOL it's share count"  
[X Link](https://x.com/QualityInvest5/status/1979642061617053875) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T20:13Z 12.6K followers, XXX engagements


"@KairosPraxis same for many other companies whose gift cards are sold in costco immaterial to $UBER and i wouldnt be surprised to find out that costco takes the hit here not $UBER In which case this is bullish $UBER 🤣"  
[X Link](https://x.com/QualityInvest5/status/1979649173789213011) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T20:41Z 12.6K followers, 1534 engagements


"okay. but the absolute number of shares here is irrelevent how does that have any importance to the company. If the share count was very low with a high absolute stock price and a small market cap then perhaps that can create challenges with the bid/ask always being far apart and stock is less liquid etc etc with the buy backs they might not always get the best "deal" in that second of trading This is not the case with Paypal this company is massive not some microcap. I'm not sure what either of u are on about"  
[X Link](https://x.com/QualityInvest5/status/1979651034185179210) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T20:49Z 12.6K followers, XX engagements


"All roads lead back to $TSM or was it $ASML no Carl Zeiss Or Cymer in San Diego for the light source. Wait Edwards handles the vacuum But VAT Group does the valves and $KLAC quality checks the wafers. But none of that works without $SNPS's design software powered by $ANSS simulations running on $NVDA GPUs. And at the very start It's all sand melted into glass purified into silicon So the whole digital world is built on dust Lol"  
[X Link](https://x.com/QualityInvest5/status/1976365499635126284) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T19:13Z 12.6K followers, 6087 engagements


"$SPGI is probably one of the easiest longs in the market right now: - One of the widest moats on the planet - Double-digit revenue growth - Trading at just 24x FCF Probably the easiest outperformance you can buy right now NFS 🤷♂"  
[X Link](https://x.com/QualityInvest5/status/1978122627844551124) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T15:36Z 12.6K followers, 26.3K engagements


"My completely analytical and extremely sophisticated prediction for this earnings is +12% because its a new all time high 🧐 $ASML"  
[X Link](https://x.com/QualityInvest5/status/1978156002357747988) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T17:48Z 12.6K followers, 6141 engagements


"$ASML up X% in overnight trading off the report But obviously we have a long way until the open and anything can happen"  
[X Link](https://x.com/QualityInvest5/status/1978330255015211275) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T05:21Z 12.6K followers, 18.1K engagements


"No BS no nonsense I think $FI has 2x potential over the next X years with conservative assumptions and a modest re-rating. Projections (next X years): XXX% revenue growth (below guidance of 10%) XX% FCF margins (no improvement) X% buyback yield (theyre currently at XX% allocating XXX% of FCF to buybacks lol) Now heres where it gets fun 👇 Over the past decade $FI has averaged a XXX% FCF yield (23x P/FCF) Im not saying it needs to re-rate back there. BUT even a small jump from 12.5x to 15x FCF gives you roughly a XX% CAGR over the next X years with the above assumptions (base case) 🟡 What if"  
[X Link](https://x.com/QualityInvest5/status/1978877290038604286) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T17:34Z 12.6K followers, 7115 engagements


"$CRM should comfortably be worth $XXX per share or thereabouts Now that its guiding for multi-year double digit rev growth. 25x FCF = $XXX stock price ISNT unreasonable Perhaps even a more aggressive 30x multiple depending on how those buybacks go margin expansion"  
[X Link](https://x.com/QualityInvest5/status/1979037929952440747) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T04:13Z 12.6K followers, 3121 engagements


"$HIMS is so unbelievably volatile. I sold it for $XXXX Already down XX% in X days LOL"  
[X Link](https://x.com/QualityInvest5/status/1979274865644388706) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T19:54Z 12.6K followers, 6822 engagements


"$AXP moat is STILL getting wider nearly XXX years after founding and XX years after they released their credit cards to the world This has to be Buffetts greatest investment"  
[X Link](https://x.com/QualityInvest5/status/1979382748575076389) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T03:03Z 12.6K followers, 5788 engagements


"@FedupCitiz9n explain how theyre eating their lunch"  
[X Link](https://x.com/QualityInvest5/status/1979495661306560966) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T10:31Z 12.6K followers, 1234 engagements


"@stass13 dont need to a d $docu has been a charity"  
[X Link](https://x.com/QualityInvest5/status/1979497589213901186) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T10:39Z 12.6K followers, XXX engagements


"they also went for less growth more profitiability post 2021 adobe isnt the only software giant to do so look at crm as well for example or matter of fact look at any software business post 2021/22 they all slowed down in rev growth $PAYC $TEAM $NOW $MNDY are a few more that come to mind"  
[X Link](https://x.com/QualityInvest5/status/1979581193764090055) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T16:11Z 12.6K followers, XX engagements


"@JerryCap i wonder too aero engines and asml share a lot of business characteristics and have a similar style moat"  
[X Link](https://x.com/QualityInvest5/status/1979715426704839163) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-19T01:05Z 12.6K followers, XXX engagements


"@dhasandev dont recognize a single person"  
[X Link](https://x.com/QualityInvest5/status/1979745448488526026) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-19T03:04Z 12.6K followers, XX engagements