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[@FeatherFund](/creator/twitter/FeatherFund)
"@danielgladis It's always a pleasure reading your letters. Thanks for sharing What's your take on the $MRX short report by @NingiResearch"  
[X Link](https://x.com/FeatherFund/status/1974520370490483145) [@FeatherFund](/creator/x/FeatherFund) 2025-10-04T17:01Z 1161 followers, XXX engagements


"@jszhang0912 Thanks I find $MRX fascinating. I know little about the company after two hours of research following @danielgladis's letter"  
[X Link](https://x.com/FeatherFund/status/1974523449407422753) [@FeatherFund](/creator/x/FeatherFund) 2025-10-04T17:14Z 1162 followers, XXX engagements


"Here's why Baron Capital invested in Verisk Analytics Inc. $VRSK:"  
[X Link](https://x.com/FeatherFund/status/1960012898933023162) [@FeatherFund](/creator/x/FeatherFund) 2025-08-25T16:14Z 1164 followers, 1255 engagements


"$VRSK and $FICO differ significantly in leveraging their dominant market positions for value extraction"  
[X Link](https://x.com/FeatherFund/status/1960971742945390688) [@FeatherFund](/creator/x/FeatherFund) 2025-08-28T07:44Z 1165 followers, XXX engagements


"The big picture. $VRSK #MorningStar"  
[X Link](https://x.com/FeatherFund/status/1967872092814414196) [@FeatherFund](/creator/x/FeatherFund) 2025-09-16T08:44Z 1165 followers, XXX engagements


"When you buy the company for its resilient business model and predictable earnings. 😆 $EFX Disclaimer: Long $EFX (sadly)"  
[X Link](https://x.com/FeatherFund/status/1973711552172962089) [@FeatherFund](/creator/x/FeatherFund) 2025-10-02T11:27Z 1164 followers, XXX engagements


"The heavyweights often overlooked by capital-light investors like me are performing exceptionally well year-to-date. $CAT $OSK $URI"  
[X Link](https://x.com/FeatherFund/status/1974839981651714260) [@FeatherFund](/creator/x/FeatherFund) 2025-10-05T14:11Z 1163 followers, XXX engagements


"The end of the marketplace model Will #ChatGPT disrupt $ETSY and other online marketplaces 👇"  
[X Link](https://x.com/FeatherFund/status/1975087838418055242) [@FeatherFund](/creator/x/FeatherFund) 2025-10-06T06:36Z 1162 followers, 1501 engagements


"$EFX strikes back at $FICO"  
[X Link](https://x.com/FeatherFund/status/1975819515855274255) [@FeatherFund](/creator/x/FeatherFund) 2025-10-08T07:04Z 1165 followers, XXX engagements


"This sounds very bullish for $EFX if true"  
[X Link](https://x.com/FeatherFund/status/1975822388282707973) [@FeatherFund](/creator/x/FeatherFund) 2025-10-08T07:15Z 1164 followers, XXX engagements


"Last few days $FICO is trading like s meme stock. 🤷♂"  
[X Link](https://x.com/FeatherFund/status/1976141445498098013) [@FeatherFund](/creator/x/FeatherFund) 2025-10-09T04:23Z 1165 followers, XXX engagements


"On a sunny October 2025 day the market realized $RACE is too expensive. Who could have predicted"  
[X Link](https://x.com/FeatherFund/status/1976291633961279565) [@FeatherFund](/creator/x/FeatherFund) 2025-10-09T14:20Z 1164 followers, XXX engagements


"I did something. $IPAR"  
[X Link](https://x.com/FeatherFund/status/1976644616637325659) [@FeatherFund](/creator/x/FeatherFund) 2025-10-10T13:42Z 1161 followers, XXX engagements


"$IPAR #Dividends"  
[X Link](https://x.com/FeatherFund/status/1977697857579700299) [@FeatherFund](/creator/x/FeatherFund) 2025-10-13T11:28Z 1161 followers, XX engagements


"$IPAR ownership breakdown:"  
[X Link](https://x.com/FeatherFund/status/1977708177635291465) [@FeatherFund](/creator/x/FeatherFund) 2025-10-13T12:09Z 1161 followers, XXX engagements


"An In-Depth Analysis of the Business Model $IPAR"  
[X Link](https://x.com/FeatherFund/status/1977729478022287863) [@FeatherFund](/creator/x/FeatherFund) 2025-10-13T13:33Z 1161 followers, XXX engagements


"Here's why GreensKeeper Asset Management bought $ADBE in Q3 2025:"  
[X Link](https://x.com/FeatherFund/status/1978457804269609367) [@FeatherFund](/creator/x/FeatherFund) 2025-10-15T13:47Z 1166 followers, XXX engagements


"I wouldn't be surprised if $ADBE ranks among the top XX #SuperInvestor buys after all filings are processed"  
[X Link](https://x.com/FeatherFund/status/1978744698727518640) [@FeatherFund](/creator/x/FeatherFund) 2025-10-16T08:47Z 1162 followers, XXX engagements


"Have you noticed that $IPAR is currently trading at its lowest forward price of the past decade"  
[X Link](https://x.com/FeatherFund/status/1978793095811461610) [@FeatherFund](/creator/x/FeatherFund) 2025-10-16T12:00Z 1161 followers, XX engagements


"I completely agree. Currently weighted at XXXX% of my portfolio. $IPAR"  
[X Link](https://x.com/FeatherFund/status/1978796485970968730) [@FeatherFund](/creator/x/FeatherFund) 2025-10-16T12:13Z 1161 followers, XXX engagements


"If you haven't read it what are you waiting for $ADBE"  
[X Link](https://x.com/FeatherFund/status/1979075194795831405) [@FeatherFund](/creator/x/FeatherFund) 2025-10-17T06:41Z 1164 followers, XXX engagements


"Did you know that $AAPL was one of the first investors in $ADBE"  
[X Link](https://x.com/FeatherFund/status/1979114362653618584) [@FeatherFund](/creator/x/FeatherFund) 2025-10-17T09:16Z 1164 followers, XXX engagements


""Over the long term its hard for a stock to earn a much better return than the business which underlies it earns." - Charlie Munger $ADBE"  
[X Link](https://x.com/FeatherFund/status/1979150326990012800) [@FeatherFund](/creator/x/FeatherFund) 2025-10-17T11:39Z 1163 followers, XXX engagements


"Morningstar not me says $ADBE is significantly undervalued"  
[X Link](https://x.com/FeatherFund/status/1978714009856610374) [@FeatherFund](/creator/x/FeatherFund) 2025-10-16T06:45Z 1166 followers, 1582 engagements


"The Closing Thoughts: $ADBE"  
[X Link](https://x.com/FeatherFund/status/1979176628195299447) [@FeatherFund](/creator/x/FeatherFund) 2025-10-17T13:24Z 1166 followers, XX engagements


"$MSCI peer comparison. $SPGI $MCO"  
[X Link](https://x.com/FeatherFund/status/1968204935641829606) [@FeatherFund](/creator/x/FeatherFund) 2025-09-17T06:46Z 1166 followers, 5752 engagements


"At what point does $IPAR become too cheap to ignore"  
[X Link](https://x.com/FeatherFund/status/1976541687989010516) [@FeatherFund](/creator/x/FeatherFund) 2025-10-10T06:53Z 1167 followers, XXX engagements


"$IPAR's specialization grants operational flexibility and allows for streamlined capital deployment focused exclusively on IP acquisition global marketing and expert distribution avoiding the overhead and bureaucratic slowdowns faced by multi-category luxury houses"  
[X Link](https://x.com/FeatherFund/status/1977991356405715252) [@FeatherFund](/creator/x/FeatherFund) 2025-10-14T06:54Z 1167 followers, XX engagements


"Interparfums maintains a massive distribution footprint ensuring global reach by distributing products in over XXX countries. $IPAR $ITP"  
[X Link](https://x.com/FeatherFund/status/1978001661751701813) [@FeatherFund](/creator/x/FeatherFund) 2025-10-14T07:35Z 1167 followers, XXX engagements


"With a monthly platform reach of over XX million visits and XXX million unique weekly visitors Hemnet is the third-largest commercial website in Sweden. (fyi first & second place are held by two local tabloids). $HEM"  
[X Link](https://x.com/FeatherFund/status/1978011715477307501) [@FeatherFund](/creator/x/FeatherFund) 2025-10-14T08:15Z 1167 followers, XXX engagements


"Hemnet consolidates virtually all residential property listings in #Sweden bringing together the largest audience of buyers the widest selection of homes and the vast majority of real estate agents in a single location. $HEM"  
[X Link](https://x.com/FeatherFund/status/1978016876304220196) [@FeatherFund](/creator/x/FeatherFund) 2025-10-14T08:35Z 1167 followers, XXX engagements


"Hemnet's business model is a classic example of a powerful three-sided platform creating a "win-win" value proposition for its primary stakeholders: buyers sellers and real estate agents. $HEM"  
[X Link](https://x.com/FeatherFund/status/1978017957922947251) [@FeatherFund](/creator/x/FeatherFund) 2025-10-14T08:40Z 1167 followers, XXX engagements


"Q2 2025 (*ARPL stands for average revenue per listing) $HEM"  
[X Link](https://x.com/FeatherFund/status/1978047788127859160) [@FeatherFund](/creator/x/FeatherFund) 2025-10-14T10:38Z 1167 followers, XXX engagements


"$HEM is down XX% from its ATH"  
[X Link](https://x.com/FeatherFund/status/1978048349132698032) [@FeatherFund](/creator/x/FeatherFund) 2025-10-14T10:40Z 1167 followers, XXX engagements


"Moaty. $HEM"  
[X Link](https://x.com/FeatherFund/status/1978051676859769173) [@FeatherFund](/creator/x/FeatherFund) 2025-10-14T10:54Z 1167 followers, XXX engagements


"Take that with a grain of salt. $IPAR $ITP"  
[X Link](https://x.com/FeatherFund/status/1978373643307565080) [@FeatherFund](/creator/x/FeatherFund) 2025-10-15T08:13Z 1167 followers, XXX engagements


"The $LVMH effect. 😂 $ITP and hopefully when the US market opens $IPAR"  
[X Link](https://x.com/FeatherFund/status/1978388919403106453) [@FeatherFund](/creator/x/FeatherFund) 2025-10-15T09:14Z 1167 followers, XXX engagements


"When you put a few thousand dollars into a company you inevitably become a learning machine. $ADBE"  
[X Link](https://x.com/FeatherFund/status/1979067439317913985) [@FeatherFund](/creator/x/FeatherFund) 2025-10-17T06:10Z 1167 followers, XXX engagements


"Ready to be installed on your Macintosh. 🙂 $ADBE"  
[X Link](https://x.com/FeatherFund/status/1979119314776047885) [@FeatherFund](/creator/x/FeatherFund) 2025-10-17T09:36Z 1167 followers, XXX engagements


"Photoshop has become a verb; Google it if you don't believe me 😎 Few products have that status. $ADBE $GOOG"  
[X Link](https://x.com/FeatherFund/status/1979121090384277922) [@FeatherFund](/creator/x/FeatherFund) 2025-10-17T09:43Z 1167 followers, XXX engagements


"The Rational Bull Case for Adobe Inc. $ADBE"  
[X Link](https://x.com/FeatherFund/status/1979135517196238852) [@FeatherFund](/creator/x/FeatherFund) 2025-10-17T10:40Z 1167 followers, XXX engagements


"Dying indeed $ADBE"  
[X Link](https://x.com/FeatherFund/status/1979148067166171605) [@FeatherFund](/creator/x/FeatherFund) 2025-10-17T11:30Z 1167 followers, XX engagements


"What an opportunistic divergence $ADBE"  
[X Link](https://x.com/FeatherFund/status/1979160204701823269) [@FeatherFund](/creator/x/FeatherFund) 2025-10-17T12:18Z 1167 followers, XXX engagements


"Interparfums Inc. has been named Beauty Company of the Year. $IPAR $ITP"  
[X Link](https://x.com/FeatherFund/status/1979162777542349174) [@FeatherFund](/creator/x/FeatherFund) 2025-10-17T12:29Z 1167 followers, XXX engagements


"The impact of the switch from perpetual licenses to a subscription model visualized. $ADBE"  
[X Link](https://x.com/FeatherFund/status/1979172660778021110) [@FeatherFund](/creator/x/FeatherFund) 2025-10-17T13:08Z 1166 followers, XXX engagements


"Pre-revenue vs. A cash-generative machine. We are living in strange times. $OKLO $ADBE"  
[X Link](https://x.com/FeatherFund/status/1979559079350800855) [@FeatherFund](/creator/x/FeatherFund) 2025-10-18T14:43Z 1167 followers, XXX engagements


"The more I learn about it the more I like it. $ADBE"  
[X Link](https://x.com/FeatherFund/status/1979585442467999961) [@FeatherFund](/creator/x/FeatherFund) 2025-10-18T16:28Z 1167 followers, XXX engagements


"Added new sections to the write-up. $ADBE"  
[X Link](https://x.com/FeatherFund/status/1979822268273524855) [@FeatherFund](/creator/x/FeatherFund) 2025-10-19T08:09Z 1167 followers, XXX engagements


"Competitive Moat Assessment for $ADBE"  
[X Link](https://x.com/FeatherFund/status/1979835057960575231) [@FeatherFund](/creator/x/FeatherFund) 2025-10-19T09:00Z 1167 followers, XXX engagements


"The Total Economic Impact of $ADBE Creative Cloud for Teams"  
[X Link](https://x.com/FeatherFund/status/1979843192901280048) [@FeatherFund](/creator/x/FeatherFund) 2025-10-19T09:32Z 1167 followers, XXX engagements