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[@tropicalvalue](/creator/twitter/tropicalvalue)
"Jeff Horing founding partner of Insight Partners perspective on investing: finding high-quality businesses with exceptional growth potential rather than simply seeking low valuations - which is NOT a great way to make money. Here's his framework: 🧵"  
[X Link](https://x.com/tropicalvalue/status/1969879078904922389) [@tropicalvalue](/creator/x/tropicalvalue) 2025-09-21T21:39Z XXX followers, XXX engagements


"Does anyone have an opinion on IT services / consulting companies I believe consultants will be even more in demand given AI. If they couldn't even implement the cloud without consultants how will they implement AI Agents themselves"  
[X Link](https://x.com/tropicalvalue/status/1975667196409094215) [@tropicalvalue](/creator/x/tropicalvalue) 2025-10-07T20:59Z XXX followers, XXX engagements


"It this hypothesis is proven correct the whole sector will reprice. Multiples were halved and EPS growth that used to be 15%+ are now at 0%. This is 4x MOIC. What are the alternative views $ACN $GLOB $DAVA $CINT"  
[X Link](https://x.com/tropicalvalue/status/1975667198401356147) [@tropicalvalue](/creator/x/tropicalvalue) 2025-10-07T20:59Z XXX followers, XXX engagements


"@tuvidux Agreed. Gotta wait for the signpost ie top-line reacceleration so the names work. But I'm closely monitoring. $GLOB announced the 1st buyback in its history last week and the CEO says the sales pipeline is accelerating which is a leading indicator"  
[X Link](https://x.com/tropicalvalue/status/1975675024716566910) [@tropicalvalue](/creator/x/tropicalvalue) 2025-10-07T21:30Z XXX followers, XXX engagements


"Fantastic article by @rorysutherland "you can often cherry-pick data to make a very convincing case by leaving out contradictory information or by focusing peoples attention on a narrow discrepancy shorn of its wider context. (.) There is a wider philosophical question here. How often are decisions swayed not by an ultimate assessment of value but by ease of comparative judgment (.) Unrepresentative data is incredibly valuable for winning arguments. For really solving problems just remember it is often the data you dont see that can crack the case.""  
[X Link](https://x.com/tropicalvalue/status/1978872900896661801) [@tropicalvalue](/creator/x/tropicalvalue) 2025-10-16T17:17Z XXX followers, XX engagements


"A simple heuristic to dodge value traps: only buy utterly discounted stocks IF they are returning cash to shareholders"  
[X Link](https://x.com/tropicalvalue/status/1979476438232305882) [@tropicalvalue](/creator/x/tropicalvalue) 2025-10-18T09:15Z XXX followers, XX engagements