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[@mastersinvest](/creator/twitter/mastersinvest)
"'Private equity has been a hot asset class for 15+ years at this point. Even the name inspires FOMO. Its private. Someone else has it and you dont.' @dirtcheapstocks"  
[X Link](https://x.com/mastersinvest/status/1977495116421189682) [@mastersinvest](/creator/x/mastersinvest) 2025-10-12T22:02Z 25.6K followers, 2772 engagements


"'The remarkable rise of AppLovin. A fast rising digital-ad firm attracts both enthusiasts and sceptics.' @TheEconomist 'Since October 2022 its share price has climbed more than 30-fold. At $200bn it is worth more than Uber. AppLovins boosters call it the TikTok of the mobile-advertising world powered by a super-smart algorithm. Short-sellers call it a house of cards.'"  
[X Link](https://x.com/mastersinvest/status/1978987913447915770) [@mastersinvest](/creator/x/mastersinvest) 2025-10-17T00:54Z 25.6K followers, 3090 engagements


"'I concluded that instead of trading stocks or trying to predict market fluctuations the better strategy was to discover and invest in great companies at attractive prices and stay invested for the long term.' - Ron Baron"  
[X Link](https://x.com/mastersinvest/status/1980519338089279990) [@mastersinvest](/creator/x/mastersinvest) 2025-10-21T06:19Z 25.6K followers, 1842 engagements


""We arrived at four things that are critical for successful leaders who run companies at Roper. First thing is a continuous learner." - Neil Hunn Roper Technologies"  
[X Link](https://x.com/mastersinvest/status/1934492368855855461) [@mastersinvest](/creator/x/mastersinvest) 2025-06-16T06:04Z 25.6K followers, 1952 engagements


"'Colgate-Palmolive has increased its dividend every year for the last XX years.' Eddy Elfenbein"  
[X Link](https://x.com/mastersinvest/status/1968845083240755375) [@mastersinvest](/creator/x/mastersinvest) 2025-09-19T01:10Z 25.6K followers, 2049 engagements


"Akre Q3 Update. 'Given the impact on our third quarter results we would like to go into some depth as to why we have owned Constellation Software for more than XX years and why this latest share price drawdown does not phase us in the least.' 'For context we first purchased shares of Constellation on June X 2014 at a price of $XXXXXX in U.S. dollars. As of market close on September XX 2025 those shares were worth $2751.04 in U.S. dollars. This translates into a XXXXX% compound annual rate of return excluding dividends and the shares of Topicus and Lumine that Constellation spun off to its"  
[X Link](https://x.com/mastersinvest/status/1976419077573976291) [@mastersinvest](/creator/x/mastersinvest) 2025-10-09T22:46Z 25.6K followers, 5204 engagements


"Polen Growth Q3 2025 Commentary 'In Q3 2025 we initiated new positions in NVIDIA Broadcom Boston Scientific Intuit Synopys and Uber and eliminated our positions in Gartner and Thermo Fisher Scientific.' 'We recognize that the timing of our recent acquisitions of NVIDIA and Broadcom are after the prices for both have appreciated materially however it is our belief that were still in the early innings of this Gen AI infrastructure buildout and so expect these new additions will deliver important contributions to the earnings growth and total return of the portfolio.'"  
[X Link](https://x.com/mastersinvest/status/1977557468822839516) [@mastersinvest](/creator/x/mastersinvest) 2025-10-13T02:10Z 25.6K followers, 4199 engagements


"Coopers Founder Fund - Q3 2025 Update Mentions: Constellation Software Morningstar AKER Colliers Vicendi sold Ferrovial Power Corporation D'Iteren"  
[X Link](https://x.com/mastersinvest/status/1977979382628282748) [@mastersinvest](/creator/x/mastersinvest) 2025-10-14T06:06Z 25.6K followers, 1668 engagements


"Wedgewood Q3 2025 Letter Discusses: Apple Meta MSFT TMSC Paypal Bookings Holdings CDW Copart. and AI"  
[X Link](https://x.com/mastersinvest/status/1978679642786504886) [@mastersinvest](/creator/x/mastersinvest) 2025-10-16T04:29Z 25.6K followers, 1488 engagements


"The Keys to Successful Investing"  
[X Link](https://x.com/mastersinvest/status/1980507901199548769) [@mastersinvest](/creator/x/mastersinvest) 2025-10-21T05:34Z 25.6K followers, 1741 engagements


"Cooper Investors Global Fund - June 2025 Update Mentions: Scout XX TKO Holdings B&M European Value Retail CDW Corporation. Write-Up: PrairieSky Royalty (PSK)"  
[X Link](https://x.com/mastersinvest/status/1944981979071455482) [@mastersinvest](/creator/x/mastersinvest) 2025-07-15T04:46Z 25.6K followers, 1675 engagements


"Coopers Global Fund - Q3 2025 Update Mentions: Bentley Systems Scout XX TKO Holdings GE Healthcare B&M European Value CME Group Stock in Focus"  
[X Link](https://x.com/mastersinvest/status/1977980147254120702) [@mastersinvest](/creator/x/mastersinvest) 2025-10-14T06:09Z 25.6K followers, 1143 engagements


"Our relative underweight to the US and overweight to harder-to-access opportunities in Japan the UK and emerging markets feels approximately correct as the baton of equity market performance is passed to major economies where valuations are low capital has been rationed and the outlook is improving. - Hosking Partners Q3 2025 Letter"  
[X Link](https://x.com/mastersinvest/status/1979450148016250993) [@mastersinvest](/creator/x/mastersinvest) 2025-10-18T07:31Z 25.6K followers, 1737 engagements


"'Something remarkable is going on in the equity market. Stock prices of companies with negative earnings have in recent months outperformed stock prices of companies with positive earnings.' - Torsten Slk Apollo Chief Economist"  
[X Link](https://x.com/mastersinvest/status/1980433958816084057) [@mastersinvest](/creator/x/mastersinvest) 2025-10-21T00:40Z 25.6K followers, 2007 engagements


"The Architecture Billings Index was at XXXX in September down from XXXX in August. Anything below XX indicates a decrease in demand for architects' services. This index has indicated contraction for XX of the last XX months. @calculatedrisk"  
[X Link](https://x.com/mastersinvest/status/1981122474772484594) [@mastersinvest](/creator/x/mastersinvest) 2025-10-22T22:16Z 25.6K followers, 1113 engagements


"Constellation Software's Mark Leonard on AI. "Its difficult to say whether programming is facing a renaissance or a recession." - 'Artificial Intelligence technologies on software business Call' Sept XX 2025"  
[X Link](https://x.com/mastersinvest/status/1970637995205386440) [@mastersinvest](/creator/x/mastersinvest) 2025-09-23T23:54Z 25.6K followers, 13.2K engagements


"'We had some sad news this week. HEICO said that its long-time CEO Larry Mendelson died. In the 1950s he took a finance class taught by David Dodd. Mendelson took those lessons to heart. He made a good deal of money in real estate and wanted to diversify his holdings. That led him to invest in an under-performing industrial company. He really didnt care what he bought as long as it was cheap and had potential to be retooled for future growth. He chose well. Since 1995 the stock has increased more than 1000-fold.' RIP Larry Mendelson He built an extraordinary company proof that as Emerson"  
[X Link](https://x.com/mastersinvest/status/1975366588804309037) [@mastersinvest](/creator/x/mastersinvest) 2025-10-07T01:04Z 25.6K followers, 3582 engagements


"I could own a stock for a number of years and not make a return on it and that wouldn't bother me as far as making me think I had made a mistake. We were an investor in Tesla for four or five or six years and didn't make a return. Then all of a sudden we made twenty times our investment in a year. So it's not the time that does it. It's the fundamentals. - Ron Baron"  
[X Link](https://x.com/mastersinvest/status/1979007469646156157) [@mastersinvest](/creator/x/mastersinvest) 2025-10-17T02:12Z 25.6K followers, 1400 engagements


""Owning great companies and not trying to predict the stock market is the key to beating the index over the long run." - Francois Rochon"  
[X Link](https://x.com/mastersinvest/status/1980504765856629092) [@mastersinvest](/creator/x/mastersinvest) 2025-10-21T05:21Z 25.6K followers, 3068 engagements


"'We have also taken refuge in life sciences companies like Danaher and Thermo Fisher that are at the forefront of enabling medical and biotechnology research and development. Tariff confusion cuts in federal funding and the U.S. Department of Health and Human Services (HHS) rejection of the previously accepted vaccine policy have complicated their near-term sales and order pictures. We believe that people will continue to value cures for diseases and other varieties of scientific research and that these companies will profit handsomely over the next 5-10 years. After a rough first half our"  
[X Link](https://x.com/mastersinvest/status/1980804141065859327) [@mastersinvest](/creator/x/mastersinvest) 2025-10-22T01:11Z 25.6K followers, 2439 engagements


"Look forward to this"  
[X Link](https://x.com/mastersinvest/status/1981594873859064030) [@mastersinvest](/creator/x/mastersinvest) 2025-10-24T05:33Z 25.6K followers, 1779 engagements