# ![@CarilonCapital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1244275710132457472.png) @CarilonCapital Carilon Capital Research

Carilon Capital Research posts on X about $adbe, stocks, $acgl, $pypl the most. They currently have [---] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1244275710132457472/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1244275710132457472/c:line/m:interactions.svg)

- [--] Week [---------] +19,794%
- [--] Month [---------] +63,957%
- [--] Months [---------] +69,931%
- [--] Year [---------] +58,966%

### Mentions: [--] [#](/creator/twitter::1244275710132457472/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1244275710132457472/c:line/m:posts_active.svg)

- [--] Week [---] +46%
- [--] Month [---] +540%
- [--] Months [---] +1,097%
- [--] Year [---] +551%

### Followers: [---] [#](/creator/twitter::1244275710132457472/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1244275710132457472/c:line/m:followers.svg)

- [--] Week [---] +22%
- [--] Month [---] +175%
- [--] Months [---] +220%
- [--] Year [---] +417%

### CreatorRank: [-------] [#](/creator/twitter::1244275710132457472/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1244275710132457472/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [social networks](/list/social-networks)  [fashion brands](/list/fashion-brands)  [nfl](/list/nfl)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[$adbe](/topic/$adbe) #40, [stocks](/topic/stocks), [$acgl](/topic/$acgl), [$pypl](/topic/$pypl), [$googl](/topic/$googl), [market](/topic/market) #2251, [$goog](/topic/$goog), [$meli](/topic/$meli), [cash flow](/topic/cash-flow), [growth](/topic/growth)

**Top accounts mentioned or mentioned by**
[@zwaagpaul](/creator/undefined) [@carsontalkmoney](/creator/undefined) [@toasstcrypto](/creator/undefined) [@ashton1nvests](/creator/undefined) [@leevalueroach](/creator/undefined) [@dividenddudeyt](/creator/undefined) [@dividenddynasty](/creator/undefined) [@qualityinvest5](/creator/undefined) [@investingvisual](/creator/undefined) [@nataninvesting](/creator/undefined) [@bourboncap](/creator/undefined) [@dividenddudex](/creator/undefined) [@fluentinquality](/creator/undefined) [@longgameequity](/creator/undefined) [@youtube](/creator/undefined) [@stealthqe4](/creator/undefined) [@mrderivatives](/creator/undefined) [@nfl](/creator/undefined) [@kinginvestings](/creator/undefined) [@trdetoscale](/creator/undefined)

**Top assets mentioned**
[Adobe, Inc. (ADBE)](/topic/$adbe) [Arch Capital Group Ltd (ACGL)](/topic/$acgl) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [MercadoLibre Inc (MELI)](/topic/$meli) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Microsoft Corp. (MSFT)](/topic/$msft) [Duolingo, Inc.  (DUOL)](/topic/$duol) [SafeMoon (SFM)](/topic/$sfm) [YELP INC. (YELP)](/topic/$yelp) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [ZetaChain (ZETA)](/topic/$zeta) [Salesforce Inc (CRM)](/topic/$crm) [Nexstar Media Group, Inc. Class A Common Stock (NXST)](/topic/$nxst) [Cincinnati Financial Corporation (CINF)](/topic/$cinf) [Cheeseball (CB)](/topic/$cb) [Now Coin (NOW)](/topic/$now) [Snap-on Incorporated (SNA)](/topic/$sna) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Bitcoin (BTC)](/topic/bitcoin) [The Root Network (ROOT)](/topic/$root) [CHEGG, INC. (CHGG)](/topic/$chgg) [S&P Global Inc (SPGI)](/topic/$spgi) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [NMI Holdings Inc. Class A Common Stock (NMIH)](/topic/$nmih) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Pricesmart Inc (PSMT)](/topic/$psmt) [Penske Automotive Group, Inc. (PAG)](/topic/$pag) [Central Garden and Pet Co (CENT)](/topic/$cent) [Costco Wholesale Corporation (COST)](/topic/costco) [Iris Energy Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis)
### Top Social Posts
Top posts by engagements in the last [--] hours

"To all #republicans complaining about inflation (money creation from fed gov spending deficits) your party is as responsible if not more so than the #democrats. FFRCA. CARES Act. PPP&HCEA. $3.2T total. All voted for by republicans signed by @realDonaldTrump. Be consistent"  
[X Link](https://x.com/CarilonCapital/status/1701704130631455126)  2023-09-12T21:07Z [--] followers, [--] engagements


"I know I usually comment on economic and market matters but I sometimes apply my data skills to other areas like sports. Ill be updating this #NFL strength index model that simulates every game of the season [-----] times each week. #football #FPI"  
[X Link](https://x.com/CarilonCapital/status/1708120788644012412)  2023-09-30T14:05Z [--] followers, [--] engagements


"Ulta Beauty Stock Valuation: Exp return: 13% Fair value/sh for 15% discount rate: $415/sh (current price $400) Business Pillars: 8/8 Carilon Capital Investment Score: 8/10 #StockMarket #ultabeauty $ULTA #valueinvesting"  
[X Link](https://x.com/CarilonCapital/status/1724492828032590125)  2023-11-14T18:21Z [--] followers, [--] engagements


"Under Armour Stock Valuation: **Exp return: 7%** Fair value/sh for 15% discount rate: $4.25/sh (current price $7.70) Business Pillars: 5/8 Carilon Capital Investment Score: 4/10 #StockMarket #underarmour $UAA #valueinvesting"  
[X Link](https://x.com/CarilonCapital/status/1727026034334429323)  2023-11-21T18:07Z [--] followers, [--] engagements


"@JamesHu29812484 Good reminder that the republic of the United *States* is not a democracy & the founding fathers were wary of democracy & understood its destructive effects from civilizations passed. They intended to establish a representative Republic of unified states with varied beliefs"  
[X Link](https://x.com/CarilonCapital/status/1728935747305316551)  2023-11-27T00:36Z [--] followers, [--] engagements


"@WallStreetSilv Actually they wont FAFO. Bc all inflation comes from the federal reserve. Not from restaurants. People are spending so much eating out bc money supply is so high. Only if we had real money where purchasing power is tied to production would these price models be unsustainable"  
[X Link](https://x.com/CarilonCapital/status/1731002978847318241)  2023-12-02T17:30Z [--] followers, [--] engagements


"@pastorcoin Definitional cult"  
[X Link](https://x.com/CarilonCapital/status/1731173181942005801)  2023-12-03T04:47Z [--] followers, [--] engagements


"@BernieSanders Allow increased competition then. Only way to solve this if its a problem"  
[X Link](https://x.com/CarilonCapital/status/1735990132153487387)  2023-12-16T11:47Z [--] followers, [--] engagements


"@StonkChris This company makes ever worsening negative free cash flow and negative earnings. What gives"  
[X Link](https://x.com/CarilonCapital/status/1753574243923587083)  2024-02-03T00:20Z [--] followers, [--] engagements


"@DividendDudeYT $GOOGL $GOOG"  
[X Link](https://x.com/CarilonCapital/status/1754194862834921675)  2024-02-04T17:27Z [--] followers, [--] engagements


"Props to the X #valueinvesting community for making me aware of $GRVY Gravity Corp. Korean video game maker. Market cap $500M- one of the most consistent stable growing businesses without dilution. Awesome balance sheet"  
[X Link](https://x.com/CarilonCapital/status/1760151908742815828)  2024-02-21T03:58Z [--] followers, [---] engagements


"Its #Ozempic a fad"  
[X Link](https://x.com/CarilonCapital/status/1760368644146462859)  2024-02-21T18:19Z [--] followers, [--] engagements


"Got a request to do an analysis of $NVO on my channel. I'm starting to put that analysis together. What do you all think Is a [--] P/FCF ratio justified Amazingly consistent FCF/sh growth but what point is too much #valueinvesting #NVOstock #StockMarket"  
[X Link](https://x.com/CarilonCapital/status/1762246638582505805)  2024-02-26T22:41Z [--] followers, [---] engagements


"@novonordisk stock has surged $NVO with the earnings theyve been generating from #ozempic #wegovy - is the stock fairly valued Or overpriced Check it out in my latest video Novo Nordisk Stock Analysis Buy This Pharmaceutical Giant via @YouTube"  
[X Link](https://x.com/CarilonCapital/status/1764826710644556139)  2024-03-05T01:34Z [--] followers, [--] engagements


"Should all Chinese stocks off the board due to risk of geopolitical tension and delisting $BABA and a few others look reeeeeally good value but there were those forces divestitures of Russian stocks that reeeeally make me think twice"  
[X Link](https://x.com/CarilonCapital/status/1768620034748801161)  2024-03-15T12:47Z [--] followers, [--] engagements


"I find $SNA 🛠🔩Snap-ons Financial a performance history amazingDefinitional consistent compounder"  
[X Link](https://x.com/CarilonCapital/status/1768622199470989470)  2024-03-15T12:56Z [--] followers, [--] engagements


"@EngineeringFI_ By CPI PCEI or Shadowstats inflation measure Or something more obscure like gold/oil indexes or money/credit supply weighted"  
[X Link](https://x.com/CarilonCapital/status/1770664231941165403)  2024-03-21T04:10Z [--] followers, [--] engagements


"@IrrationalMrkts $NXST Nexstar Media - election ad year"  
[X Link](https://x.com/CarilonCapital/status/1772603632040440150)  2024-03-26T12:36Z [--] followers, [---] engagements


"If the March [----] #CPI ISNT yoy 3.5% or higher- then Im a skunk #inflation headed back UP"  
[X Link](https://x.com/CarilonCapital/status/1777857968643412123)  2024-04-10T00:35Z [--] followers, [---] engagements


"@StealthQE4 Even if rates are nominally higher government spending is still being financed by the Federal Reserve- if spending/deficits dont drastically reduce the Fed still has to create money (inflation) even if rates are higher. I agree with you but still its not always so simple"  
[X Link](https://x.com/CarilonCapital/status/1778177680367821088)  2024-04-10T21:46Z [--] followers, [--] engagements


"$NXST Nexstar Media is going to have a monster [----] in earnings. Political ads. All I ask is that they pay down some debt"  
[X Link](https://x.com/CarilonCapital/status/1778462488771564016)  2024-04-11T16:37Z [---] followers, [---] engagements


"@ElJefeBill @Medifast I agree- but Im really glad they canceled the dividend to push cash flow towards marketing and getting sales back up instead of ignoring the problem"  
[X Link](https://x.com/CarilonCapital/status/1778794232796303729)  2024-04-12T14:36Z [--] followers, [--] engagements


"@DividendDudeYT $NXST Nexstar Media"  
[X Link](https://x.com/CarilonCapital/status/1779642520504508520)  2024-04-14T22:46Z [--] followers, [--] engagements


"@nataninvesting Controlling for geopolitical risk $PYPL"  
[X Link](https://x.com/CarilonCapital/status/1780009882474704909)  2024-04-15T23:06Z [--] followers, [---] engagements


"@DividendDudeYT I own $SNA Snap-On and $GOOG Google right now"  
[X Link](https://x.com/CarilonCapital/status/1781763731673801116)  2024-04-20T19:15Z [--] followers, [--] engagements


"@StockVerseAI Strong financials = negative cash flow of 2% of market cap consistently per quarter"  
[X Link](https://x.com/CarilonCapital/status/1781795193206792288)  2024-04-20T21:20Z [--] followers, [---] engagements


"@GuntherEagleman Inflation tax- money creation"  
[X Link](https://x.com/CarilonCapital/status/1781869266309931266)  2024-04-21T02:15Z [--] followers, [--] engagements


"@The_One_Realty @W2Freedom Thats intuitive. Except some problems are not simply fixed by adding more budget to address symptoms. They can be societal (mental) health deep rooted problems decades in the making. In even one generation a massive budget does nothing if only surface issues are targeted"  
[X Link](https://x.com/CarilonCapital/status/1782027344862966236)  2024-04-21T12:43Z [--] followers, [--] engagements


"@FreedomFinLB $SNA Snap-on"  
[X Link](https://x.com/CarilonCapital/status/1783544294852141145)  2024-04-25T17:11Z [--] followers, [--] engagements


"@mistressdivy $SNA"  
[X Link](https://x.com/CarilonCapital/status/1784390491175276898)  2024-04-28T01:13Z [--] followers, [---] engagements


"@freddiewittmann Couldnt they be delisted or future thrown into obscurity if Taiwan is aggressed by China"  
[X Link](https://x.com/CarilonCapital/status/1784408742991102184)  2024-04-28T02:26Z [--] followers, [---] engagements


"I think I just found another gem: $SMLR Semler Scientific 32% operating margin Consistent net income and fcf per share growth 📈 Balance sheet impeccable. Small cap 💎 7.5x forward earnings 10Price/FCF 78M assets (57M cash) vs $6M liab. #valueinvesting #cheapstocks"  
[X Link](https://x.com/CarilonCapital/status/1784685325329027283)  2024-04-28T20:45Z [--] followers, [---] engagements


"@ASinvestingUK I think it was just becoming profitable then- probably had a lot of hype About potential they stopped diluting and maybe didnt grow as crazy as people were expecting. Interest rates going up killed them as the valuations probably were future earnings-heavy"  
[X Link](https://x.com/CarilonCapital/status/1784748946448953475)  2024-04-29T00:58Z [--] followers, [--] engagements


"@codyross1616 Inflation of the money supply. If it went up relative to gold than maybe population increase was abnormally high in that area or some other external factor (limited supply)"  
[X Link](https://x.com/CarilonCapital/status/1784750119654441021)  2024-04-29T01:02Z [--] followers, [--] engagements


"@DividendDudeYT Probably $CINF Cincinnati Financial 😵💫😵💫"  
[X Link](https://x.com/CarilonCapital/status/1785039919368351944)  2024-04-29T20:14Z [--] followers, [--] engagements


"I still wonder why @PeterSchiff was never unequivocally and publicly vindicated for taking Alex Mashinsky head on and calling his BS at the height of the crypto madness before it all blew up. Wisdom is not common and Peter personifies wisdom in the financial and economic venues"  
[X Link](https://x.com/CarilonCapital/status/1785048365656338718)  2024-04-29T20:47Z [--] followers, [--] engagements


"I got killed by $CHGG and $MED earnings today both high conviction turnaround plays for me. Add more shares and wait. At least $GOOGL and $PYPL are holding up well- building larger positions there for long term compounding $CINF $GRVY $AGRO $NXST also 📈💪"  
[X Link](https://x.com/CarilonCapital/status/1785384324776198340)  2024-04-30T19:02Z [--] followers, [---] engagements


"@SoCalGoulah8 $SPY is up 21% in the last year. Also cost of living is up 8% yoy (shadowstats). dont understand why youre bragging about 4% yield. $SOFI investors (not me) probably see an intrinsic value in the *long term* equivalent to much higher than 4% return on capital deployed"  
[X Link](https://x.com/CarilonCapital/status/1785400430538735895)  2024-04-30T20:06Z [--] followers, [---] engagements


"@nataninvesting Im at $93/sh fair value 👍 How do you derive expected return I usually take it implied from backtracking the discount rate at which current price = future free cash flow. Curious how you derive it"  
[X Link](https://x.com/CarilonCapital/status/1785519522717290876)  2024-05-01T04:00Z [--] followers, [--] engagements


"@nataninvesting THANK YOU. Ok so you assign a 5-year price based on future multiple"  
[X Link](https://x.com/CarilonCapital/status/1786630563710824552)  2024-05-04T05:34Z [--] followers, [--] engagements


"@nataninvesting Also do you assign discount rate based on WACC"  
[X Link](https://x.com/CarilonCapital/status/1786631313258119401)  2024-05-04T05:37Z [--] followers, [--] engagements


"@GrantCardone Real estate dos amazing in [----] and [----] I heard"  
[X Link](https://x.com/CarilonCapital/status/1787344776267694119)  2024-05-06T04:52Z [--] followers, [--] engagements


"@DividendTalks Zoom out (especially when interest rates were normal)"  
[X Link](https://x.com/CarilonCapital/status/1787518405899178344)  2024-05-06T16:22Z [--] followers, [--] engagements


"Valuation of $ACGL Arch Capital: 🧮📊 Intrinsic Value: $390 Potential Upside: 280% Expected 10-year Return: 25% Value Rating: 9/10 Pillars: 7/8; 18/21 Assumptions DR: 10% P/FCF in [--] years: [--] Base year FCF: $4B Annual Growth: -first 5yrs 19% -years 6-20 10% - perpetual 2%"  
[X Link](https://x.com/CarilonCapital/status/1794251859684995111)  2024-05-25T06:19Z [--] followers, [--] engagements


"@DividendDudeYT $AXP all the way ✊"  
[X Link](https://x.com/CarilonCapital/status/1794252470518227180)  2024-05-25T06:21Z [--] followers, [--] engagements


"1980. Carter (incumbent): 41% Reagan: 51% Anderson (independent): 7% Blowout electoral win for Reagan. Look like a familiar setup for [----] Biden: Trump: Kennedy Jr:"  
[X Link](https://x.com/CarilonCapital/status/1794921569648848996)  2024-05-27T02:40Z [--] followers, [--] engagements


"Chase Oliver & Mike ter Maat so far is an acceptable candidate pair for libertarian ticket. I support them. If youve listened to @ChaseForLiberty and his values and platform they are acceptable and align with the @LPNational platform"  
[X Link](https://x.com/CarilonCapital/status/1795431683082354866)  2024-05-28T12:27Z [--] followers, [--] engagements


"@DividendDudeYT $GOOGL $UNH $LKQ $AGRO"  
[X Link](https://x.com/CarilonCapital/status/1796968236962976012)  2024-06-01T18:13Z [--] followers, [---] engagements


"The time to load up on $googl stock was below $150/sh. But its still a really great long term investment at $160/sh. Data = wealth. Google are data kings"  
[X Link](https://x.com/CarilonCapital/status/1838403966670909665)  2024-09-24T02:23Z [--] followers, [--] engagements


"@BourbonCap $MED ride the recovery. Or $CHGG ride the buyout"  
[X Link](https://x.com/CarilonCapital/status/1838765838007996419)  2024-09-25T02:21Z [--] followers, [---] engagements


"Are we going to be able to get the Federal Reserve Balance Sheet below $7 trillion before everything goes crashing down How does quantitative tightening play along with the easing policy of 1/2 point rate cut #federalreserve #jeromepowell #economy"  
[X Link](https://x.com/CarilonCapital/status/1839149124349735368)  2024-09-26T03:44Z [--] followers, [--] engagements


"Valuation of $CNC Centene: 🩺🏥👨⚕ Intrinsic Value: $96 Potential Upside: 93% Expec. 10-year Return: 15% Pillars: 6/8; 17/21 Value Rating: 8/10 🟩🟩🟩🟩🟪 Assumptions DR: 12% P/FCF in [--] years: [--] Base year FCF: $2.5B Growth (ann.): -first 5yrs 15% -years 6-20 6% - perpetual -2%"  
[X Link](https://x.com/CarilonCapital/status/1839762096394743934)  2024-09-27T20:20Z [---] followers, [--] engagements


"@DividendDude_X Google $GOOGL all the way"  
[X Link](https://x.com/CarilonCapital/status/1839762216280555783)  2024-09-27T20:21Z [--] followers, [---] engagements


"@DividendDude_X $GOOG until $250 👀"  
[X Link](https://x.com/CarilonCapital/status/1840197313081290756)  2024-09-29T01:10Z [--] followers, [--] engagements


"@TravisBiziorek None - until risk-free interest yield on your savings is 3.625%. After that point you may be incentivized to pay it off early if you value the certainty of an equivalent 3.625% yield on your savings. But still may not be preferable if you are more certain of higher returns"  
[X Link](https://x.com/CarilonCapital/status/1840609121885688231)  2024-09-30T04:26Z [--] followers, [--] engagements


"Im starting my [----] Presidential Election Prediction Model. It will be a state-based multifactor model. I intend to release the first results in a week and prepare a report for release on Election Day. Stay tuned. #Election2024"  
[X Link](https://x.com/CarilonCapital/status/1846693606855180357)  2024-10-16T23:24Z [--] followers, [--] engagements


"My presidential election [----] model projections are up and live. This will get updated daily. (Not 100% complete yet will be soon). #election2024 #Trump2024 #Harris_Walz2024 https://sites.google.com/view/kurt2024election/home https://sites.google.com/view/kurt2024election/home"  
[X Link](https://x.com/CarilonCapital/status/1848720412965798051)  2024-10-22T13:37Z [--] followers, [--] engagements


"My [----] Presidential Election Forecast Model estimates the following probabilities for @realDonaldTrump to win battleground states. 🔴 AZ: 75% 🔴 GA: 71% 🔵 MI: 46% 🔵 NE-2: 28% 🔵 NV: 36% 🔵 NH: 16% 🔵 NC: 50% 🔴 PA: 65% 🔴 WI: 64% #Election2024"  
[X Link](https://x.com/CarilonCapital/status/1848928792300937607)  2024-10-23T03:25Z [--] followers, [--] engagements


"$NXST is a sleeping giant. #valuestocks #valueinvesting"  
[X Link](https://x.com/CarilonCapital/status/1850933059878797400)  2024-10-28T16:10Z [--] followers, [--] engagements


"The results of my [----] Presidential Election Model are displayed online and my final Report is available. Please reach out if youd like the FULL PDF ***Like & Share*** #ElectionDay #election2024 #TrumpHarris https://sites.google.com/view/kurt2024election/home https://sites.google.com/view/kurt2024election/home"  
[X Link](https://x.com/CarilonCapital/status/1853817686964228321)  2024-11-05T15:12Z [--] followers, [---] engagements


"@TristanSnell Didnt Bill Clinton only get 43% of the vote in his first election (1992) and 49% in his second election (1996) And didnt JFK get 50% of votes in 1960"  
[X Link](https://x.com/CarilonCapital/status/1856695702883053869)  2024-11-13T13:48Z [--] followers, [--] engagements


"Libertarians should not be supporting a new government department to find ways of saving pennies. They should support candidates who will vote/veto toward legislation of drastic federal spending reduction circa [--] percent of GDP. Grow spine. Veto spending bills. No other way"  
[X Link](https://x.com/CarilonCapital/status/1861513722201587990)  2024-11-26T20:53Z [--] followers, [--] engagements


"@Kross_Roads I typically dont like anecdotal persuasion but sometimes it is an individual investors best tool- some experience based intuition"  
[X Link](https://x.com/CarilonCapital/status/1862003307176178141)  2024-11-28T05:19Z [--] followers, [----] engagements


"@Mr_Derivatives What was their earnings growth in that timeframe"  
[X Link](https://x.com/CarilonCapital/status/1871768118680604905)  2024-12-25T04:01Z [--] followers, [---] engagements


"@everydaystocksx @HomeOfWAR Google $GOOGL is a real one"  
[X Link](https://x.com/CarilonCapital/status/1872404697153458518)  2024-12-26T22:10Z [--] followers, [--] engagements


"@WOLF_Financial I mean at least invest in better value than $KO there are plenty of opportunities with higher fcf yields and growing (long term) dividends"  
[X Link](https://x.com/CarilonCapital/status/1872405197936595449)  2024-12-26T22:12Z [--] followers, [--] engagements


"@theficouple If I had a risk-less opportunity to hold cash (money market/ high-yield savings) with a yield 3.8% Id have it there. Otherwise Id pay down the mortgage. Stock market has more risk involved Id rather be debt free in the near term. Then throw all my extra cash flow at stocks"  
[X Link](https://x.com/CarilonCapital/status/1872471748765229558)  2024-12-27T02:37Z [--] followers, [--] engagements


"@baldguymoney Both Vienna Philharmonic"  
[X Link](https://x.com/CarilonCapital/status/1880073235381080388)  2025-01-17T02:02Z [--] followers, [--] engagements


"$ACGL is one of the greatest compounders of all time"  
[X Link](https://x.com/CarilonCapital/status/1889353150789738914)  2025-02-11T16:37Z [--] followers, [--] engagements


"@leevalueroach Ive owned and advocated for this for a long time- only thing that makes me uneasy is the debt. Remember the earnings are cyclical around political election years"  
[X Link](https://x.com/CarilonCapital/status/1895136505569370445)  2025-02-27T15:38Z [--] followers, [---] engagements


"You could have a portfolio of just three stocks: $GOOG $GRVY $ACGL and do extremely well in the next 5-10 years. Probably 25% annual gains average #valueinvesting"  
[X Link](https://x.com/CarilonCapital/status/1895673466172686348)  2025-03-01T03:12Z [--] followers, [---] engagements


"$TROW is on the verge of being a decent investment. Mid est. FV = $135 / current price $92. MOS=47%. Expected 10-year return=13%. Thats not bad for a relatively safe portfolio seeking income although this dividend is a bit high/ may come down. Value rating = 6/10 🟢🟢🟢🟣🟣"  
[X Link](https://x.com/CarilonCapital/status/1900382980519899424)  2025-03-14T03:06Z [--] followers, [--] engagements


"$CMCSA Seems really interesting at this price. The fundamental pillars are not the most convincing: 5/8 and 16/23 subpillars - but 88% confidence price is undervalued with 17% expected annual return over [--] years. Value rating = 8/10 🟢🟢🟢🟢🟣 #stocks #discountedfcf #investing"  
[X Link](https://x.com/CarilonCapital/status/1900644226565894278)  2025-03-14T20:24Z [--] followers, [--] engagements


"@DividendDude_X If anyone buying HeyDudes anymore"  
[X Link](https://x.com/CarilonCapital/status/1900762924089553358)  2025-03-15T04:16Z [---] followers, [--] engagements


"@leevalueroach I mean its a little bit dying most of these companies have extreme debt and every time they make an acquisition it resets years of work using their free cash flow to manage it- but that doesnt mean they have to be bad investments or worth 3x fcf"  
[X Link](https://x.com/CarilonCapital/status/1900993701117039002)  2025-03-15T19:33Z [--] followers, [--] engagements


"Just valuated $ETD Ethan Allen Furniture. Its a val. trap. Even though it has a 9.5% FCF yield its growth isnt very certain/ its stagnant. Poor fundamental pillars: 4/8 and 12/23 subpillars. Low estimate is -2% per year 10Yr return. Value rating = 3/10 🟢🟡🟣🟣🟣"  
[X Link](https://x.com/CarilonCapital/status/1901015045816848832)  2025-03-15T20:58Z [--] followers, [--] engagements


"@Ashton_1nvests $GOOG $GRVY $PSMT"  
[X Link](https://x.com/CarilonCapital/status/1901092603510083967)  2025-03-16T02:06Z [--] followers, [---] engagements


"Stock Analysis Update: $SKX Sketchers Value Rating: 10/10 🟢🟢🟡🟣🟣 Fair value: $78/share (Current: $56) Exp. annual 10-yr return: 15% Med & Low est. MOS: 35% & -1% Assumptions BY FCF: $370M Growth: 12%13%14% Adj. BV: $2.5B 10Yr P/FCF: [--] Discount Rate: 7%"  
[X Link](https://x.com/CarilonCapital/status/1901332017742323988)  2025-03-16T17:57Z [--] followers, [--] engagements


"It might not be a bad investment portfolio decision to sell everything- buy three things equal portion #silver ETF $GDXJ and $GDX- hold whatever $GOOG you hold or keep some dry powder to buy into its lows and then check back again in the Fall"  
[X Link](https://x.com/CarilonCapital/status/1901429145445204479)  2025-03-17T00:23Z [--] followers, [--] engagements


"Me my wife and our dog after gold stocks go up 200% this year and $JD $PDD go up 150% and I dollar cost averaged into $GOOG at generational wealth levels all year"  
[X Link](https://x.com/CarilonCapital/status/1901809825933074753)  2025-03-18T01:36Z [--] followers, [---] engagements


"$GOOG has all of the cards. All of the cards. Would you pay to use Google Maps navigation YouTube beyond [--] videos per day Gmail services Drive Chrome Come on. Just their analytics from data collected from maps location service can be used infinitely"  
[X Link](https://x.com/CarilonCapital/status/1901845734678249527)  2025-03-18T03:58Z [--] followers, [--] engagements


"Im considering a sales job but I have no sales experience. I am more like a subject matter expert with some connections in the niche industry. Any advice from anyone with sales experience"  
[X Link](https://x.com/CarilonCapital/status/1902097052818874416)  2025-03-18T20:37Z [--] followers, [--] engagements


"Ive just done a preliminary DCF valuation on $PDD much anticipated. I am going to open a position today before earnings. Here are my insights: Mid Low expect. ann. 10-yr ret: 45% 28% FV (MOS) Mid Low: $324 (157%) $170 (49%) Value rating: 10/10 🟢🟢🟢🟢🟢 Assumptions 👇"  
[X Link](https://x.com/CarilonCapital/status/1902354517791801828)  2025-03-19T13:40Z [--] followers, [---] engagements


"@Ashton_1nvests Buy a bunch of $pdd stock"  
[X Link](https://x.com/CarilonCapital/status/1902551750797578389)  2025-03-20T02:44Z [--] followers, [---] engagements


"$pdd it will be $150 in two weeks"  
[X Link](https://x.com/CarilonCapital/status/1902695016578920843)  2025-03-20T12:13Z [--] followers, [---] engagements


"@lukebelmar $PYPL $CMCSA $PDD $ACGL $CB $CINF $GRVY $AFYA"  
[X Link](https://x.com/CarilonCapital/status/1902863890544787922)  2025-03-20T23:24Z [--] followers, [---] engagements


"With my new DCF method and tool Ive analyzed businesses from Wendys $WEN to PayPal $PYPL Ive uncovered two 10/10 value rating stocks - try to guess what they are"  
[X Link](https://x.com/CarilonCapital/status/1903619816990093678)  2025-03-23T01:28Z [--] followers, [---] engagements


"@gunsnrosesgirl3 Fairly priced equities"  
[X Link](https://x.com/CarilonCapital/status/1905032977727492417)  2025-03-26T23:03Z [--] followers, [--] engagements


"Bought more $GOOG today #bullish"  
[X Link](https://x.com/CarilonCapital/status/1905692890980024825)  2025-03-28T18:46Z [--] followers, [--] engagements


"@PresentWitness_ If you really want to get into it replace the GDP deflators from the CPI to the actual price increases (shadow stats Big Mac index etc) and boy does the true story come out"  
[X Link](https://x.com/CarilonCapital/status/1907676932738535867)  2025-04-03T06:09Z [--] followers, [--] engagements


"@leevalueroach $for"  
[X Link](https://x.com/CarilonCapital/status/1908341497616793906)  2025-04-05T02:10Z [--] followers, [---] engagements


"@realroseceline @SwissTPortfolio Yes. Its one of the most sustainable opex in the world. They are a search engine"  
[X Link](https://x.com/CarilonCapital/status/1915972507372302808)  2025-04-26T03:33Z [---] followers, [---] engagements


"NFL Power Index League Table and Season Model Projections - After Week [--] Bills still best team in the NFL with [----] average season-end win total and 24% chance to win Super Bowl. Lions now top NFC but only 82% chance to make playoffs"  
[X Link](https://x.com/CarilonCapital/status/1971034260942487862)  2025-09-25T02:09Z [--] followers, [---] engagements


"New NFL Model results coming soon - NEWSFLASH: According to Scoring Power Index Bills (6.8) are no longer the best team in the NFL Detroit Lions are now the best with [---] SPI Lions have the best offense and 8th best defense according to my model. @NFL @Lions @BuffaloBills"  
[X Link](https://x.com/CarilonCapital/status/1972984227064070339)  2025-09-30T11:17Z [--] followers, [--] engagements


"Heres how the @NFL looks going into Week [--] - @BuffaloBills remain the team that wins the Super Bowl most frequently in our model sim but @Lions the best team with an SPI of 9.3"  
[X Link](https://x.com/CarilonCapital/status/1973558240983257345)  2025-10-02T01:18Z [--] followers, [--] engagements


"My model was correct against the spread and over/under in the @steelers @Bengals game last night. #analytics"  
[X Link](https://x.com/CarilonCapital/status/1979280298417492376)  2025-10-17T20:16Z [--] followers, [--] engagements


"@finding_value_ $TX Ternium is lifting off- what weve been waiting for. And if it will be returning anywhere close to true value then this is just the beginning"  
[X Link](https://x.com/CarilonCapital/status/1616489657608306735)  2023-01-20T17:35Z [--] followers, [--] engagements


"@DividendDudeYT $NXST - Nexstar Media $PAG - Penske Automotive More midcap"  
[X Link](https://x.com/CarilonCapital/status/1733475031789805608)  2023-12-09T13:13Z [--] followers, [--] engagements


"@DividendDynasty I really like a lot of this portfolio. I recommend $CB or $CINF if you want Insurance exposure"  
[X Link](https://x.com/CarilonCapital/status/1782104490578976955)  2024-04-21T17:49Z [--] followers, [---] engagements


"Best stocks to deploy capital to right now📈 (Value/Price [--] year annual return overall value score) 💰 $ACGL Arch Capital: [---] 25% 10/10 🎮 $GRVY Gravity Co.: [---] 18% 10/10 🚜 $AGRO Adecoagro: [---] 15% 8/10 💰 $CB Chubb: [---] 15% 9/10 $GOOGL Google: [---] 27% 8/10"  
[X Link](https://x.com/CarilonCapital/status/1794361383263645777)  2024-05-25T13:34Z [--] followers, [---] engagements


"I think insurance #stocks are such powerful compounders because they are regulated markets- mortgages and many other structural systems require various insurance coverage. Mandated profits for well-run insurance companies. $ACGL $CINF #valueinvesting"  
[X Link](https://x.com/CarilonCapital/status/1846626934878282124)  2024-10-16T18:59Z [--] followers, [--] engagements


"I dont know what other stocks you need in your portfolio besides $GOOG and $ACGL and maybe like $AGRO #investing #stocks"  
[X Link](https://x.com/CarilonCapital/status/1859107681992147446)  2024-11-20T05:33Z [--] followers, [---] engagements


"Stock Analysis Update: $ACGL Arch Capital Group Fair value: $469/share (Current price: $91) Exp. annual 10-yr return: 23% Value Rating: 9/10 🟢🟢🟢🟢🟢 Assumptions BY FCF: $4.6B Growth (5 yr/yr5-20/perp): 20%/10%/-1% Net Quality Assets: $21.5B Shares (next [--] yr/perp): 0/-0.5"  
[X Link](https://x.com/CarilonCapital/status/1875923902377201897)  2025-01-05T15:14Z [--] followers, [---] engagements


"@KyleAdamsStocks Probably $ACGL right now but I need to dedicate some time to updating my research"  
[X Link](https://x.com/CarilonCapital/status/1875933587960414557)  2025-01-05T15:53Z [--] followers, [---] engagements


"I only own four stocks right now in my active portfolio: $GOOGL $ACGL $GRVY $CGAU these companies are a great mix of earnings/fcf monsters that are compounding in nature underpriced for their most likely outlook and good price turnaround (multiple recovery) chances"  
[X Link](https://x.com/CarilonCapital/status/1879895629276823558)  2025-01-16T14:16Z [--] followers, [---] engagements


"@DividendDude_X $PYPL $CMCSA $ACGL and $CB are also great opportunities for long term"  
[X Link](https://x.com/CarilonCapital/status/1902101483249954943)  2025-03-18T20:55Z [--] followers, [---] engagements


"Ok I just saw $EVSBY for the first time. Anyone have thoughts on this Is it cyclical or are they riding a trend and did their hw investing to build a better business because lately their numbers are growing and they have a great balance sheet"  
[X Link](https://x.com/CarilonCapital/status/1902175035290275883)  2025-03-19T01:47Z [--] followers, [--] engagements


"@Chiefs are by far the best team in the @NFL according to my adjusted Scoring Power Index. Currently 34% chance of winning the Super Bowl"  
[X Link](https://x.com/CarilonCapital/status/1980833815175086309)  2025-10-22T03:09Z [--] followers, [--] engagements


"@PeterSchiff The chart on bitcoin looks pretty bleak even in USD"  
[X Link](https://x.com/CarilonCapital/status/1985776676727357596)  2025-11-04T18:30Z [--] followers, [---] engagements


"@dgt10011 Buying Bitcoin is hardly something a sane person would do"  
[X Link](https://x.com/CarilonCapital/status/1986050296397676632)  2025-11-05T12:37Z [--] followers, [--] engagements


"@luke_broyles Bitcoin is pain alright lol"  
[X Link](https://x.com/CarilonCapital/status/1986057072010494422)  2025-11-05T13:04Z [--] followers, [--] engagements


"Value comes from end use consumption demand. Bitcoin has no end use consumer. Therefore Bitcoin has no value to store. If everyone said We dont this anymore the holder of all bitcoins would have no leverage. That cant be said for any real commodity "  
[X Link](https://x.com/CarilonCapital/status/1986293609834873074)  2025-11-06T04:44Z [--] followers, [--] engagements


"@TrevorSheatz The call to examine yourself isnt a command to scrutinize your behavior to determine if youre saved. Its not a test of your performanceThe question isnt Am I doing enough Am I getting better Am I sinning less but Am I trusting Christ alone or something else"  
[X Link](https://x.com/CarilonCapital/status/1987304443105157215)  2025-11-08T23:41Z [--] followers, [--] engagements


"@nataninvesting $PYPL is worth $85 per share Assumptions Curr. FCF: $4.5B Growth (yrs 1-34-67-10): 9%8%7% Terminal p/e: [--] Discount rate: 5.4% Adjusted BV: $250M Is just math what assumptions are required to price it at $59"  
[X Link](https://x.com/CarilonCapital/status/2009000177655533697)  2026-01-07T20:32Z [--] followers, [---] engagements


"I dont care how many times its been discussed- $ADBE is one of the best stocks to buy at current price"  
[X Link](https://x.com/CarilonCapital/status/2009386695653753279)  2026-01-08T22:08Z [--] followers, [--] engagements


"@Web3VibesX @TheValueTrade Gotta buy this is the $GOOG of 2023-2024"  
[X Link](https://x.com/CarilonCapital/status/2009467106916716616)  2026-01-09T03:27Z [---] followers, [--] engagements


"@ToninaFairValue How is your estimated fair price calculated Based on what assumptions"  
[X Link](https://x.com/CarilonCapital/status/2009467547935232165)  2026-01-09T03:29Z [---] followers, [--] engagements


"@SuEricGP I keep saying $ADBE right now is the $GOOG from 2023-24"  
[X Link](https://x.com/CarilonCapital/status/2009468456777994751)  2026-01-09T03:33Z [---] followers, [---] engagements


"@ToninaFairValue My research is going to agree with you except: I see $AMZN as fairly valued $TSM is overpriced $META is fairly valued And $JPM Im not confident to value such a monster bank"  
[X Link](https://x.com/CarilonCapital/status/2010007248144412962)  2026-01-10T15:14Z [--] followers, [--] engagements


"$UBER @Uber Stock Valuation Value Rating: 9/10✅ Pillars 5/8 🟡 Subpillars 17/22 🟢 Fair Price: $186**** Current Price: $85 10-yr return: 12.3% Assumptions FCF Now: $8.9B Growth (yrs1-3/4-6/7-10): 22%18%14% Discount rate: 6.6% Year [--] p/e: [--] Adjusted BV: $29B"  
[X Link](https://x.com/CarilonCapital/status/2010019026609844454)  2026-01-10T16:00Z [--] followers, [--] engagements


"@QualityInvest5 @patientinvestor Based on who $GOOG is a monster with so much untapped revenue generation potential"  
[X Link](https://x.com/CarilonCapital/status/2010340090544074802)  2026-01-11T13:16Z [--] followers, [--] engagements


"@qualtrim I like the $MELI Ive sliced it many ways. You MUST be cautious much of their FCF is from unsecured loans (their NI accounts for loan loss allowance which is why its much lower than FCF). But Ive MOSed their base year fcf and growth and its still a 9/10 value rating"  
[X Link](https://x.com/CarilonCapital/status/2010555524975038932)  2026-01-12T03:32Z [---] followers, [---] engagements


"I just discovered how great of a value $MELI is at the current prices"  
[X Link](https://x.com/CarilonCapital/status/2010555682517549304)  2026-01-12T03:33Z [---] followers, [--] engagements


"Im impressed with $UBER stock valuation here"  
[X Link](https://x.com/CarilonCapital/status/2010772337440805211)  2026-01-12T17:54Z [---] followers, [--] engagements


"@BourbonCap I $ZETA the benefit of the doubt with a 25%17%10% grief in yrs1-34-67-10 on a base fcf of $80M credited them $517 book value and discounted at 5.8% fair value at 15pe in [--] years: $15/share. Not interested in the valuation"  
[X Link](https://x.com/CarilonCapital/status/2010773354446279004)  2026-01-12T17:58Z [---] followers, [---] engagements


"@LincolnCarter0 What are your assumptions on annual growth of fcf one the next 1-3 yrs 4-6 yrs and 7-10 yrs"  
[X Link](https://x.com/CarilonCapital/status/2011043801691811989)  2026-01-13T11:53Z [---] followers, [---] engagements


"The lower the P/E ratio (and higher discount rate) the more of a difference buybacks make to total returns. However the gap gets lower with faster growth in fcf. ⚪At 15pe 7%dr and 5%fcf gr the difference between 100% dividend return of fcf vs 100% fcf toward buybacks is +2.2% annualized ⚪At 20pe all else same the benefit is +1.4% ⚪At 10% growth 15pe 7%DR the benefit is +1.6% So make sure to model change in shares into fair value/return analysis https://twitter.com/i/web/status/2011130991008424101 https://twitter.com/i/web/status/2011130991008424101"  
[X Link](https://x.com/CarilonCapital/status/2011130991008424101)  2026-01-13T17:39Z [---] followers, [--] engagements


"@EquityBrian Slowing growth Like you just mean revenue growth leveling to a stable high number"  
[X Link](https://x.com/CarilonCapital/status/2011405009301459412)  2026-01-14T11:48Z [---] followers, [---] engagements


"@DividendDynasty I use Adobe every day for work just to view and edit pdfs Im an engineer who doesnt use anything creative or AI. Adobe is sticking around in offices everywhere"  
[X Link](https://x.com/CarilonCapital/status/2011412651130159374)  2026-01-14T12:18Z [---] followers, [--] engagements


"@QualityInvest5 @AdamoMancino $ADBE **is** the 2023-24 $GOOG - full stop. The AI threat lingo back then just moved here but revenue still growing fast margins still high all is well"  
[X Link](https://x.com/CarilonCapital/status/2011417309295136905)  2026-01-14T12:37Z [---] followers, [--] engagements


"Silver is just catching up after a long time of being sideways despite money creation and trailing Gold"  
[X Link](https://x.com/CarilonCapital/status/2011424156651290804)  2026-01-14T13:04Z [---] followers, [--] engagements


"@mply_cap Both undervalued. but $ADBE has a higher fair value to price ratio (2.1 vs 1.5) lower fcf yield (7.1% vs 10.2%) higher 10-yr hold expected return (12.3% vs 9.4%) and better overall fundamentals (although both are very good). $ADBE value rating in my system 9/10 $PYPL 7/10"  
[X Link](https://x.com/CarilonCapital/status/2011535550227103816)  2026-01-14T20:27Z [---] followers, [---] engagements


"@fivepointscap @EquityBrian Annualized growth in given financials over the last N years to the last TTM. For example 10-year is annualized cagr from [----] to TTM(2025)"  
[X Link](https://x.com/CarilonCapital/status/2011539165801038142)  2026-01-14T20:41Z [---] followers, [--] engagements


"@CarsonTalkMoney Better have including $ADBE"  
[X Link](https://x.com/CarilonCapital/status/2011545505864765510)  2026-01-14T21:06Z [---] followers, [--] engagements


"@MarketMovesMatt If this is satire forgive me If I said "I'm selling a put on Tesla because it's oversold and I'd be happy owning it at $380 she would be more confused than before I said anything"  
[X Link](https://x.com/CarilonCapital/status/2011546309883478150)  2026-01-14T21:09Z [---] followers, [--] engagements


"This is true. And reported PPI/CPI is noticeably lower than actual. They do a lot of coverup. Producer Prices in the US rose 4.7% per year over the last [--] years and over 26% in total. 2% inflation is a myth. The Fed should be hiking rates not cutting. https://t.co/9mPIGCrHXW Producer Prices in the US rose 4.7% per year over the last [--] years and over 26% in total. 2% inflation is a myth. The Fed should be hiking rates not cutting. https://t.co/9mPIGCrHXW"  
[X Link](https://x.com/CarilonCapital/status/2011547964741992613)  2026-01-14T21:16Z [---] followers, [--] engagements


"You can probably make very very good returns by buying $ADBE at the current price and selling close to fair value within the next few years"  
[X Link](https://x.com/CarilonCapital/status/2011576024547385716)  2026-01-14T23:07Z [---] followers, [--] engagements


"$VZ huge outage today left me without service most of the day 👎"  
[X Link](https://x.com/CarilonCapital/status/2011600922619887872)  2026-01-15T00:46Z [---] followers, [--] engagements


"@WheelieInvestor My rough calculations pegged $ZETA at $16B valuation in five years. Thats about 23% cagr from todays price"  
[X Link](https://x.com/CarilonCapital/status/2011601315168911609)  2026-01-15T00:48Z [---] followers, [---] engagements


"Basically all I did for this one was project Its revenue growth going forward as its been over The last five years projected its expenses at the current rate minus 1-2 percent increase per year. That gave me their increasing margins and cash flow projection and then I just did a simple 20x multiple at the end of five years. This is my standard practice for companies just becoming profitable with predictable sales growth. this quick sketch gave me a $16 billion valuation after five years. Keep in mind projections of companies at this stage are much less reliable. Theres a higher risk of going"  
[X Link](https://x.com/CarilonCapital/status/2011605507291685032)  2026-01-15T01:05Z [---] followers, [--] engagements


"$TMDX TransMedics Group Stock Valuation Value Rating: 7/10🟩 High expected returns but future financials uncertain Pillars 3/8 🟠 Subpillars 9/22 🟠 Fair Price: $295**** Current Price: $142 10-yr return: 15.9% Assumptions Non traditional valuation method recently profitable. Adjusted BV: $71M Shares: +7%+4%+1% https://twitter.com/i/web/status/2011650730721972269 https://twitter.com/i/web/status/2011650730721972269"  
[X Link](https://x.com/CarilonCapital/status/2011650730721972269)  2026-01-15T04:04Z [---] followers, [--] engagements


"@kinginvestings I feel like Im behind And I have 100k in retirement accounts at 31"  
[X Link](https://x.com/CarilonCapital/status/2011662994493579513)  2026-01-15T04:53Z [---] followers, [---] engagements


"@MatrixMysteries No its just inflation"  
[X Link](https://x.com/CarilonCapital/status/2011786999879831813)  2026-01-15T13:06Z [---] followers, [--] engagements


"@marketplunger1 ThAt $DaC pE lOoKs So AtRaCtIvE tHo"  
[X Link](https://x.com/CarilonCapital/status/2011787757006328075)  2026-01-15T13:09Z [---] followers, [---] engagements


"@money_cruncher But you have to pay capital gains anyway as you buy and sell out of positions to generate a good return. So I guys might as well bite the bullet and try to get the highest return you can pay the 15% on stuff you hold over a year"  
[X Link](https://x.com/CarilonCapital/status/2011828855279943949)  2026-01-15T15:52Z [---] followers, [---] engagements


"@BarbellFi We all know youre talking about the guy on Caleb Hammer"  
[X Link](https://x.com/CarilonCapital/status/2011878496696746179)  2026-01-15T19:09Z [---] followers, [--] engagements


"$ROOT I just performed a level [--] analysis of the company/stock. There projections are very uncertain on newly profitable companies I used what I think are quite conservative assumptions Fair value: $3B ($193/sh) Current price: $1.1B ($72/sh) 10-year hold cagr return: 18-19% Decent looking if youre up for risk https://twitter.com/i/web/status/2011992393516556390 https://twitter.com/i/web/status/2011992393516556390"  
[X Link](https://x.com/CarilonCapital/status/2011992393516556390)  2026-01-16T02:42Z [---] followers, [--] engagements


"✨✨Magnificent 7✨✨ Stock Valuations (Level 1) (My assumptions on growth etc) $NVDA Fair Value: $314 current price: $187 10-year expected return: 13% Value Rating: 9/10 ✅ $GOOG Fair Value: $465 current price: $333 10-year expected return: 8.3% Value Rating: 7/10 $MSFT Fair Value: $660 current price: $457 10-year expected return: 8.3% Value Rating: 7/10 $META Fair Value: $908 current price: $621 10-year expected return: 9.2% Value Rating: 7/10 $AMZN Fair Value: $263 current price: $238 10-year expected return: 7.2% Value Rating: 5/10 ➡ $AAPL Fair Value: $217 current price: $258 10-year expected"  
[X Link](https://x.com/CarilonCapital/status/2011996598096535699)  2026-01-16T02:59Z [---] followers, [---] engagements


"$ROOT I just performed a level [--] analysis of the company/stock. These projections are very uncertain on newly profitable companies I used what I think are quite conservative assumptions Fair value: $3B ($193/sh) Current price: $1.1B ($72/sh) 10-year hold cagr return: 18-19% Decent looking if youre up for risk https://twitter.com/i/web/status/2011998134830788608 https://twitter.com/i/web/status/2011998134830788608"  
[X Link](https://x.com/CarilonCapital/status/2011998134830788608)  2026-01-16T03:05Z [---] followers, [---] engagements


"@hamids There are just a few predictability and balance sheet concerns that shift the overall risk a bit for $META vs $MSFT $NVDA $GOOG but $META should still be at a better multiple than $AAPL. i think $AMZN has a lot more froth potential tho"  
[X Link](https://x.com/CarilonCapital/status/2012002123479744699)  2026-01-16T03:21Z [---] followers, [---] engagements


"I havent bought a single stock for a long term hold in [----]. Still studying"  
[X Link](https://x.com/CarilonCapital/status/2012004509917073797)  2026-01-16T03:30Z [---] followers, [--] engagements


"Revenue is beautiful. A lot of FCF being given in comp right now. I have to assume theyll alter that policy slowly over time. My fair value is pretty on par with price right now: $145/sh only 11% above current price. 10-year hold annualized return: 7%. Ehh. Idk tell me what assumptions to input for growth. https://twitter.com/i/web/status/2012007993840164898 https://twitter.com/i/web/status/2012007993840164898"  
[X Link](https://x.com/CarilonCapital/status/2012007993840164898)  2026-01-16T03:44Z [---] followers, [--] engagements


"@DimitryNakhla Ill love to see your assumptions on growth etc. Im calculating it just about at fair intrinsic value slightly underpriced but not by much"  
[X Link](https://x.com/CarilonCapital/status/2012125741996286211)  2026-01-16T11:32Z [---] followers, [--] engagements


"If you want to grow your wealth (relative to your personal potential) it takes more than getting high returns. You need to generate a high savings rate. Budget. 24% of gross budget to housing 15% taxes 10% food 8% car 7% generosity 7% utilities 5% entertainment 4% miscellaneous 4% personal care 3% basic home projects/tools/supplies 3% pet Youre left with 10% saving start with retirement for full match or good chunk then other long term accessible savings. Tweak numbers as needed seek ways to increase the savings %. Dont complain. Find a way to make it work. Ask for a raise. look for a better"  
[X Link](https://x.com/CarilonCapital/status/2012138181097926903)  2026-01-16T12:21Z [---] followers, [--] engagements


"@sunny051488 Your investment goes down 50% now what"  
[X Link](https://x.com/CarilonCapital/status/2012140588729332104)  2026-01-16T12:31Z [---] followers, [---] engagements


"@DividendDynasty iTs A qUaLiTy CoMpOuNdInG dIvIdEnD gRoWeR"  
[X Link](https://x.com/CarilonCapital/status/2012202122163462554)  2026-01-16T16:35Z [---] followers, [--] engagements


"@StockSavvyShay @fiscal_ai $NOW is fairly valued. Change my mind with a DCF and assumptions showing otherwise"  
[X Link](https://x.com/CarilonCapital/status/2012282190088876158)  2026-01-16T21:53Z [---] followers, [---] engagements


"@TacticzH $GOOG really is an amazing company. The value rating is getting a bit less compelling but still"  
[X Link](https://x.com/CarilonCapital/status/2012315992257437787)  2026-01-17T00:08Z [---] followers, [---] engagements


"@weary_centurion Two hell of a pair to throw in together. But I agree with the premise. Valuation will always matter in the long term. Weighing machine"  
[X Link](https://x.com/CarilonCapital/status/2012324273340211446)  2026-01-17T00:41Z [---] followers, [--] engagements


"@Ashton_1nvests I just saw an Adobe commercial. When I see commercials I wasnt expecting it a good sign the company is in good shape"  
[X Link](https://x.com/CarilonCapital/status/2012359167906845069)  2026-01-17T02:59Z [---] followers, [---] engagements


"The most creative way Ive seen $GOOG s power displayed $GOOG Alphabet's Average Revenue per Earth Person (AREP) is $46.50. https://t.co/lLThdiK8d4 $GOOG Alphabet's Average Revenue per Earth Person (AREP) is $46.50. https://t.co/lLThdiK8d4"  
[X Link](https://x.com/CarilonCapital/status/2012379174325866706)  2026-01-17T04:19Z [---] followers, [--] engagements


"@Ashton_1nvests $ADBE for sure $MELI also"  
[X Link](https://x.com/CarilonCapital/status/2012394966283157690)  2026-01-17T05:22Z [---] followers, [---] engagements


"@CDInewsletter What is your expected return threshold (given high quality/ lowish risk investments) for deploying cash"  
[X Link](https://x.com/CarilonCapital/status/2012395478801911811)  2026-01-17T05:24Z [---] followers, [---] engagements


"$NVDA Nvidia Stock Valuation Value Rating: 8/10🟩 The best in the Mag [--] ✨ Pillars 7/8 ✅ Subpillars 19/22 ✅ Fair Price: $314**** Current Price: $186 10-yr hold return: 13% ***Assumptions FCF Now: $53B Growth (yrs1-3/4-6/7-10): 35%28%21% Discount rate: 7.4% Year [--] p/e: [--] Adjusted BV: $70.5B Shares(yrs1-3/4-6/7-10): -0.5%-1.0%-1.0% Dividend (yrs1-3/4-6/7-10): 10%9%8% https://twitter.com/i/web/status/2012520508986667041 https://twitter.com/i/web/status/2012520508986667041"  
[X Link](https://x.com/CarilonCapital/status/2012520508986667041)  2026-01-17T13:40Z [---] followers, [---] engagements


"The risk comes more from the lack of ability to make reliable projections. When a company doesnt have a long track record of profitability youre hoping market factors and scale continue to work in their favor. This projection for instance was done by projecting the revenue forward and their expenses forward while their expenses grow slower than revenue any slight disruption could make a huge impact to this valuation https://twitter.com/i/web/status/2012521049083064812 https://twitter.com/i/web/status/2012521049083064812"  
[X Link](https://x.com/CarilonCapital/status/2012521049083064812)  2026-01-17T13:43Z [---] followers, [--] engagements


"@QualityInvest5 Level [--] valuation rough numbers Im getting it FV at $217 (+16% upside) 10-yr hold return at 7.6%. Not enough for me to be interested. $WDAY"  
[X Link](https://x.com/CarilonCapital/status/2012531384355615068)  2026-01-17T14:24Z [---] followers, [---] engagements


"@MrMikeInvesting I still remember when $GOOG was $150 and everyone on X was saying AI would kill it and complained that they failed to ride the AI wave. And I was pricing it at $500/share"  
[X Link](https://x.com/CarilonCapital/status/2012679192136085907)  2026-01-18T00:11Z [---] followers, [---] engagements


"@Investor_NICK_ Im returning 0% ytd because I havent decided on what to buy. Dont worry man lol"  
[X Link](https://x.com/CarilonCapital/status/2012710706299158690)  2026-01-18T02:16Z [---] followers, [---] engagements


"Ok here it goes heres my [----] best chance stocks to get highs returns: $ADBE $MELI $NVDA $ACGL $UBER $ROOT $YELP $CENT"  
[X Link](https://x.com/CarilonCapital/status/2012877062399266964)  2026-01-18T13:17Z [---] followers, [--] engagements


"@NFLFrascella He doesnt have it if he starts gaining possession while headed to the ground and doesnt maintain it after hitting the ground. its pretty simple"  
[X Link](https://x.com/CarilonCapital/status/2012880574138999102)  2026-01-18T13:31Z [---] followers, [--] engagements


"Well I agree and disagree. The reason Im not gungho about $DUOL is because its not **extremely** undervalued and its not highly predictable/ low risk. I do calculate $9.5B fair value $205/sh discounting at 6.5%. Now at a 10% dr yes I get $7B / $150 FV. Im using 15x exit multiple. So depending how you look at it its fairly valued to decently undervalued but with not the highest conviction in predictability/business pillars. $DUOL isnt as undervalued as many people think. Even if we assume 20% annual growth for the next [--] years and 30% net margin with 20x exit multiple we get a $13 billion"  
[X Link](https://x.com/CarilonCapital/status/2012886963422941279)  2026-01-18T13:57Z [---] followers, [--] engagements


"@CMDarnton0 When it IPOed it was extremely extremely extremely overpriced. Like every IPO. Now its finally fair value"  
[X Link](https://x.com/CarilonCapital/status/2012991149275861022)  2026-01-18T20:51Z [---] followers, [--] engagements


"When you generate money supply to keep the economy going you put the population in a pot of boiling water of inflation"  
[X Link](https://x.com/CarilonCapital/status/2013064432096604379)  2026-01-19T01:42Z [---] followers, [--] engagements


"@SayNoToTrading Gotta be $ZETA and $ADBE"  
[X Link](https://x.com/CarilonCapital/status/2013064996113035730)  2026-01-19T01:44Z [---] followers, [---] engagements


"I actually like the technicals of $OKLO. Im going to deep dive on it soon enough"  
[X Link](https://x.com/CarilonCapital/status/2013066711491121190)  2026-01-19T01:51Z [---] followers, [--] engagements


"$ADBE shares outstanding"  
[X Link](https://x.com/CarilonCapital/status/2013126767855251936)  2026-01-19T05:49Z [---] followers, [--] engagements


"Still makes me laugh that AI bubble was a bubble"  
[X Link](https://x.com/CarilonCapital/status/2013127104276140345)  2026-01-19T05:51Z [---] followers, [--] engagements


"Maybe the real story behind the sOfTwArE SeLlOfF is just that a massive recession is arriving 🤔 $ADBE $SPOT $DUOL $NOW $CSU"  
[X Link](https://x.com/CarilonCapital/status/2013132705173557555)  2026-01-19T06:13Z [---] followers, [--] engagements


"@TheLAPurchaser 1) 24x a year from nows expected earnings (barring a recession) is not cheap"  
[X Link](https://x.com/CarilonCapital/status/2013134625019678866)  2026-01-19T06:21Z [---] followers, [---] engagements


"@thexcapitalist Why does anyone think a robo-taxi business is high-margin One of the most capital intensive things to pull off probably"  
[X Link](https://x.com/CarilonCapital/status/2013221491366674660)  2026-01-19T12:06Z [---] followers, [---] engagements


"Social security is the obvious culprit"  
[X Link](https://x.com/CarilonCapital/status/2013224504428785983)  2026-01-19T12:18Z [---] followers, [--] engagements


"@junkbondinvest I remember during COVID era when finding a [---] of Hennessy below $100 was a struggle. Now you can get it anywhere for like $40-50 I feel"  
[X Link](https://x.com/CarilonCapital/status/2013227887420227782)  2026-01-19T12:31Z [---] followers, [---] engagements


"I had to fight needlessly with Canva AI to create a suitable thumbnail for a YT video and it still didnt even get it right. So excuse me if I dont buy the scale of the impact of vibe coding"  
[X Link](https://x.com/CarilonCapital/status/2013229658200834424)  2026-01-19T12:38Z [---] followers, [--] engagements


"@chutneylife Youre advocating backwards. Youre supposed to argue that the government owning labor is basically slavery so I ahead pay taxes on goods purchases and real estate I shouldnt have my income which funds those purchases taxed as well. Youre welcome"  
[X Link](https://x.com/CarilonCapital/status/2013237515986100329)  2026-01-19T13:10Z [---] followers, [--] engagements


"I have now performed a Level [--] analysis on [---] stocks. Goal: at least [--] per day on average Only [--] 10-star value-rated stock Ive found. Guess what it is"  
[X Link](https://x.com/CarilonCapital/status/2013243718644466045)  2026-01-19T13:34Z [---] followers, [--] engagements


"250M bv 50M baseline fcf 10x multiple Pretty basic numbers 25% immediate upside. Low risk. @Discounted38988 $RGR @Discounted38988 $RGR"  
[X Link](https://x.com/CarilonCapital/status/2013273568528724387)  2026-01-19T15:33Z [---] followers, [--] engagements


"@Ashton_1nvests $NVDA actually undervalued imo. $MSFT not bad either"  
[X Link](https://x.com/CarilonCapital/status/2013405803412111375)  2026-01-20T00:18Z [---] followers, [---] engagements


"@Ashton_1nvests Why you have to put me on the spot like that $MELI 😭😭😭 Or $ADBE 😭😭 cant decide"  
[X Link](https://x.com/CarilonCapital/status/2013456356129337377)  2026-01-20T03:39Z [---] followers, [---] engagements


"@Mr_Derivatives Taking into account nothing for growth in the following years"  
[X Link](https://x.com/CarilonCapital/status/2014055317315764728)  2026-01-21T19:19Z [---] followers, [----] engagements


"I think its getting close to time to buy $ADBE"  
[X Link](https://x.com/CarilonCapital/status/2014322916737851784)  2026-01-22T13:03Z [---] followers, [--] engagements


"@KoyfinCharts Thats because it (along with every other IPO ever) was extremely extremely extremely extremely overpriced when it IPOed. Valuation is what matters not growth"  
[X Link](https://x.com/CarilonCapital/status/2014326889045704981)  2026-01-22T13:18Z [---] followers, [--] engagements


"I officially entered three positions in my Value Investing Portfolio yesterday/ this morning. $ADBE $300 $BTG $5.05 $LVWD $0.1650 The journey has begun"  
[X Link](https://x.com/CarilonCapital/status/2014362749560668484)  2026-01-22T15:41Z [---] followers, [--] engagements


"@sachinvats @acce @PayPal Do you believe a company can grow earnings faster than revenue If margins expand"  
[X Link](https://x.com/CarilonCapital/status/2014373865502150737)  2026-01-22T16:25Z [---] followers, [--] engagements


"Buying $ADBE did not disappoint today"  
[X Link](https://x.com/CarilonCapital/status/2014485707511779413)  2026-01-22T23:49Z [---] followers, [---] engagements


"Im not 100% sure. But $ADBE may have seen its LOW before a new high barring a marketwide correction"  
[X Link](https://x.com/CarilonCapital/status/2014486801298096583)  2026-01-22T23:54Z [---] followers, [--] engagements


"@DividendDynasty Adbe Agcl Nvda Uber Im convinced of these"  
[X Link](https://x.com/CarilonCapital/status/2014492028432793776)  2026-01-23T00:15Z [---] followers, [---] engagements


"@JM_Investment0 I havent even done a level [--] analysis of LMND but I can say that ROOT is dang good and dang cheap. Expect a 10-year hold return of 19% annualized and value is 2.75X current price"  
[X Link](https://x.com/CarilonCapital/status/2014494011008921699)  2026-01-23T00:22Z [---] followers, [---] engagements


"@elonmusk @Tesla_AI Get that $UBER price nice and low for me excellent valuation for me to buy"  
[X Link](https://x.com/CarilonCapital/status/2014495021358035256)  2026-01-23T00:26Z [---] followers, [---] engagements


"$TSLA Great car company. Terrible valuation. Period"  
[X Link](https://x.com/CarilonCapital/status/2014499176285913556)  2026-01-23T00:43Z [---] followers, [--] engagements


"@meeijer Back then it was extremely extremely extremely extremely overpriced. So now just because its the same price as back then didnt mean its way undervalued despite growth"  
[X Link](https://x.com/CarilonCapital/status/2014510090804465858)  2026-01-23T01:26Z [---] followers, [----] engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

+ **category**: _Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "youtube::undefined",
      "creator_name": "airshowfansh",
      "creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 79600000,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing