[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @DimitryNakhla Dimitry Nakhla | Babylon Capitalยฎ Dimitry Nakhla | Babylon Capitalยฎ posts on X about eps, stocks, $fico, $asml the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::536792998/interactions)  - X Week XXXXXXX +127% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +81% - X Year XXXXXXXXX +95% ### Mentions: XXX [#](/creator/twitter::536792998/posts_active)  - X Month XXX -XX% - X Months XXX +75% - X Year XXXXX +95% ### Followers: XXXXXX [#](/creator/twitter::536792998/followers)  - X Week XXXXXX +0.51% - X Month XXXXXX +1.70% - X Months XXXXXX +21% - X Year XXXXXX +56% ### CreatorRank: XXXXXXX [#](/creator/twitter::536792998/influencer_rank)  ### Social Influence [#](/creator/twitter::536792998/influence) --- **Social category influence** [stocks](/list/stocks) #4715 [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [countries](/list/countries) XXXX% **Social topic influence** [eps](/topic/eps) #89, [stocks](/topic/stocks) #1419, [$fico](/topic/$fico) 12.57%, [$asml](/topic/$asml) #20, [asml](/topic/asml) #24, [$msci](/topic/$msci) #1, [$cprt](/topic/$cprt) 9.58%, [msci inc](/topic/msci-inc) #1, [goog](/topic/goog) 7.19%, [$goog](/topic/$goog) XXXX% **Top accounts mentioned or mentioned by** [@biopadawan](/creator/undefined) [@longtermloren](/creator/undefined) [@thelongaj](/creator/undefined) [@fred_abyss](/creator/undefined) [@llamabravo](/creator/undefined) [@wisedelcapital](/creator/undefined) [@princeofgoodt](/creator/undefined) [@qualityinvest5](/creator/undefined) [@m7md7mmad](/creator/undefined) [@kanavaggar95771](/creator/undefined) [@nfrosinha](/creator/undefined) [@jomasilva88](/creator/undefined) [@dividenddon](/creator/undefined) [@mtakrou](/creator/undefined) [@tacticzh](/creator/undefined) [@0xtechquity](/creator/undefined) [@livermore185](/creator/undefined) [@liamlimsoe](/creator/undefined) [@fredabyss](/creator/undefined) [@lwrcapital](/creator/undefined) **Top assets mentioned** [Fair Isaac, Corp. (FICO)](/topic/$fico) [Msci Inc (MSCI)](/topic/$msci) [Copart, Inc. (CPRT)](/topic/$cprt) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Microsoft Corp. (MSFT)](/topic/$msft) [NVR, Inc. (NVR)](/topic/$nvr) [Mastercard, Inc. (MA)](/topic/$ma) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Synopsys, Inc. (SNPS)](/topic/$snps) [Effect.AI (EFX)](/topic/$efx) [Novo-Nordisk (NVO)](/topic/$nvo) [S&P Global Inc (SPGI)](/topic/$spgi) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Metadium (META)](/topic/$meta) [Apple, Inc. (AAPL)](/topic/$aapl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Cream (CRM)](/topic/$crm) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Intuit Inc. (INTU)](/topic/$intu) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [Adappter Token (ADP)](/topic/$adp) [A O Smith Corp (AOS)](/topic/$aos) [Paypex (PAYX)](/topic/$payx) [Paychex, Inc. (PAYX)](/topic/paychex) [Manhattan Associates, Inc. (MANH)](/topic/$manh) [MercadoLibre Inc (MELI)](/topic/$meli) [Fastenal Company (FAST)](/topic/$fast) [Monster Beverage Corp (MNST)](/topic/$mnst) [Salesforce Inc (CRM)](/topic/salesforce) [Decentral Games ICE (ICE)](/topic/$ice) [Zoetis Inc (ZTS)](/topic/$zts) [Neurobro (BRO)](/topic/$bro) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Costco Hot Dog (COST)](/topic/$cost) [Tractor Supply Co (TSCO)](/topic/$tsco) [Good Games Guild (GGG)](/topic/$ggg) [Netflix Inc (NFLX)](/topic/$nflx) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Intercontinental Exchange Inc (ICE)](/topic/intercontinental-exchange) [Costco Wholesale Corporation (COST)](/topic/costco) [Verisign, Inc. (VRSN)](/topic/$vrsn) [Texas Instruments (TXN)](/topic/$txn) [Airbnb Inc (ABNB)](/topic/$abnb) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Fortinet Inc (FTNT)](/topic/$ftnt) [Moody's Corporation (MCO)](/topic/$mco) [Roper Technologies Inc (ROP)](/topic/$rop) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Factset Research Systems, Inc. (FDS)](/topic/$fds) ### Top Social Posts [#](/creator/twitter::536792998/posts) --- Top posts by engagements in the last XX hours "$MANH Manhattan Associates has been increasing its predictability ๐ Take a look at the companys cloud subscription revenue as a percentage of total revenue๐๐ฝ"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1889713000426180881) 2025-02-12 16:27:43 UTC 14.5K followers, 5894 engagements "7. Google $GOOG $GOOGL โ Share Reduction: -XX% EPS Boost: +14% EPS CAGR: +28%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159502388470177) 2025-07-15 16:32:19 UTC 14.5K followers, XXX engagements "ASML Holding $ASML is set to report Q2 2025 earnings in less than X hours ๐ Revenue est: 7.54B (+20.8% YoY) EPS est: XXXX (+30.3% YoY) $ASML currently trades for XXXX PEG The post attached below shared a few days ago breaks down $ASML key business segments"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945295011001532439) 2025-07-16 01:30:47 UTC 14.5K followers, 36.4K engagements "This will lead to interesting short-term price action and perhaps another opportunity in the duopoly between Synopsys & Cadence Design $SNPS $CDNS"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1927810011750699468) 2025-05-28 19:31:38 UTC 14.5K followers, 23.1K engagements "15 Quality Stocks ROIC XX% Annually Last X Years Avg ROIC 5-Year EPS CAGR ๐ต ๐ณ Visa $V XX% XX% ๐ธ Meta $META XX% XX% ๐ฑ Apple $AAPL XX% XX% โ ASML $ASML XX% XX% ๐ Copart $CPRT XX% XX% ๐ข NVR Inc $NVR XX% XX% ๐ฑ Google $GOOG XX% XX% ๐ MSCI Inc $MSCI XX% XX% ๐ธ Mastercard $MA XX% XX% ๐ฆ Fair Isaac $FICO XX% XX% ๐พ Microsoft $MSFT XX% XX% ๐ฝ Taiwan Semi $TSM XX% XX% ๐งฌ Novo Nordisk $NVO XX% XX% ๐ฐAutomatic Data $ADP XX% XX% ๐จ Lam Research $LRCX XX% 16%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1921202789075636505) 2025-05-10 13:56:53 UTC 14.5K followers, 18.3K engagements "6. Lam Research $LRCX ๐ฝ Share Reduction: -XX% EPS Boost: +14% EPS CAGR: +17%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159494360498358) 2025-07-15 16:32:17 UTC 14.5K followers, 1006 engagements "@Mtakrou Yes $ASML current drawdown is one of its largest over the last XX years ๐ท"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945583595780759686) 2025-07-16 20:37:31 UTC 14.5K followers, XXX engagements "@PrinceOfGoodT @QualityInvest5 Great question I would say $SPGI $ICE $MELI (worthy mentions include $MA $MSFT)"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943268982351401421) 2025-07-10 11:20:04 UTC 14.5K followers, XXX engagements "7. S&P Global $SPGI ๐ต 10-Year Return: +402% 10-Year CAGR: +17% $10K โก $55K $SPGI experienced X -XX% drawdowns"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1938206074265321678) 2025-06-26 12:01:52 UTC 14.5K followers, XXX engagements "$ASML is often considered one of the worlds most important companies crafting advanced lithography machines that power chip innovation & keep Moores Law alive amid the AI surge ๐ค With the stock trading at a compelling valuation relative to growth & Q2 earnings next week here are several visuals & insights about the company that you should know๐๐ฝ X. INTRO ๐ ASML is a Dutch company thats basically the king of making machines used to manufacturer computer chips These machines use light to print tiny patterns on silicon wafers which become the brains of everything from phones to cars to AI"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1944078111769080220) 2025-07-12 16:55:15 UTC 14.5K followers, 27.1K engagements "@biopadawan Is this the same reaction you have when your favorite clothes go on an even greater sale ๐ค๐"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945143654172991622) 2025-07-15 15:29:20 UTC 14.5K followers, XXX engagements "@TacticzH Haha lets see where the sand settles I dont view this as much of a threat to $FICO although its constructive for the credit bureaus & Ive been long $EFX maintaining the business is headed in the right direction with their transformation ๐๐ฝ"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1942593039328854045) 2025-07-08 14:34:06 UTC 14.5K followers, XXX engagements "@WisedelCapital $EFX was trading for the same price on the transfer market & is expected to score at least 2x more goals a season than $ZTS over the next several years ๐"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943347975561875705) 2025-07-10 16:33:57 UTC 14.5K followers, XXX engagements "10/10 Lam Research $LRCX +24% CAGR ๐จ EPS CAGR: +20% Multiple Expansion: +17%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1931401644861800686) 2025-06-07 17:23:30 UTC 14.5K followers, 2883 engagements "BUYBACK KINGS ๐ XX Quality Stocks That Reduced Share Count XX% last XX Years ๐ต ๐งMoodys $MCO 2014 shares: 214.70M 2024 shares: 182.70M % reduction: XX% EPS boost: XX% ๐งฌ Novo Nordisk $NVO 2014 shares: 5.26B 2024 shares: 4.46B % reduction: XX% EPS boost: XX% ๐ณVisa $V 2014 shares: 2.52B 2024 shares: 2.02B % reduction: XX% EPS boost: XX% ๐จ Lam Research $LRCX 2014 shares: 1.65B 2024 shares: 1.31B % reduction: XX% EPS boost: XX% ๐ธMastercard $MA 2014 shares: 1.17B 2024 shares: 0.93B % reduction: XX% EPS boost: XX% ๐ขNVR Inc $NVR 2014 shares: 4.44M 2024 shares: 3.32M % reduction: XX% EPS boost:"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1932788955813982457) 2025-06-11 13:16:11 UTC 14.5K followers, 18.5K engagements "A quality valuation analysis on $CPRT ๐ง๐ฝโ NTM P/E Ratio: 30.29x 3-Year Mean: 31.75x NTM FCF Yield: XXXX% 3-Year Mean: XXXX% As you can see $CPRT appears to be trading near fair value Going forward investors can expect to receive X% MORE in earnings per share & X% MORE in FCF per share๐ง *** Before we get into valuation lets take a look at why $CPRT is a quality business BALANCE SHEETโ Cash & Equivalents: $4.38B Long-Term Debt: $X $CPRT has an excellent balance sheet RETURN ON CAPITALโ 2020: XXXX% 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: XXXX% RETURN ON EQUITYโ 2020: XXXX% 2021:"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1933554855986987345) 2025-06-13 15:59:36 UTC 14.5K followers, 10.5K engagements "7. Roper Technologies $ROP ๐ 2018: $ROP +3% vs $SPY -X% 2022: $ROP -XX% vs $SPY -18%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1902749089910911040) 2025-03-20 15:48:29 UTC 14.5K followers, XXX engagements "10 Quality Stocks Flying Under The Radar With Market Capitalizations Below $50B ๐ธ ๐ข NVR Inc $NVR 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐ Old Dominion Freight $ODFL 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐ผ Brown & Brown $BRO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐ Tractor Supply $TSCO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ โ Graco $GGG 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐ง FactSet Research $FDS 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: 11.1%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1780951722837377241) 2024-04-18 13:29:13 UTC 14.5K followers, 47K engagements "10 Stocks Double-Digit FCF Growth Est In Next X Years NTM Price/FCF ๐ต ๐ค $NVDA XX% 35x ๐ $INTU XX% 33x ๐ฑ $GOOG XX% 26x ๐ณ $MA XX% 36x ๐ฆ $FICO XX% 55x โ $MSFT XX% 49x ๐ธ $EFX XX% 34x โ $ASML XX% 33x ๐พ $SNPS XX% 40x ๐ฆ $AMZN XX% 52x"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1942585772303065200) 2025-07-08 14:05:14 UTC 14.5K followers, 7387 engagements "10. Novo Nordisk $NVO ๐งฌ Current Drawdown: -XX% NTM P/E: 16x PEG: 1.45"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823819668541568) 2025-07-17 12:32:04 UTC 14.5K followers, 2912 engagements "6 Stocks Trading Near My Buy Range ๐ X Thermo Fisher Scientific $TMO NTM P/E: 23.34x NTM FCF Yield: XXXX% X ASML Holding $ASML NTM P/E: 28.41x NTM FCF Yield: XXXX% X Alphabet $GOOG $GOOGL NTM P/E: 20.58x NTM FCF Yield: XXXX% X IDEXX Laboratories $IDXX NTM P/E: 36.32x NTM FCF Yield: XXXX% X Intuit $INTU NTM P/E: 36.67x NTM FCF Yield: XXXX% X Visa $V NTM P/E: 27.51x NTM FCF Yield: XXXX% #stocks #investing"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1857446234211897649) 2024-11-15 15:31:06 UTC 14.5K followers, 29.3K engagements "@biopadawan Today I own XX businesses in my portfolio ๐๐ฝ"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1944469541373002153) 2025-07-13 18:50:39 UTC 14.5K followers, XXX engagements "$ASML with a double beat โ Revenue: 7.69B (+23% YoY) โ EPS: XXXX (+47% YoY) Net bookings: 5.54B (2.3B EUV / 42%)"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945355780561018945) 2025-07-16 05:32:15 UTC 14.5K followers, 24.8K engagements "Did you know Copart $CPRT owns a lot of land $CPRT land valued at $2.03B today up from $105M in 2004 is understated on its balance sheet due to accounting rules that use historical purchase prices rather than current market values A key driver of its competitive edge ๐"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1926676539715846357) 2025-05-25 16:27:37 UTC 14.5K followers, 16.2K engagements "3/5 Intercontinental Exchange $ICE ๐ฆ EPS CAGR: XXXXX% LTM ROIC: X% $ICE has achieved XX consecutive years of revenue growth due to its diversified all-weather business modelspanning global exchanges clearing houses data services and mortgage technologybolstered by high barriers to entry network effects and strategic acquisitions ensuring it is built to last through economic cycles"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1933158058420588993) 2025-06-12 13:42:52 UTC 14.5K followers, 1762 engagements "5. Fair Isaac $FICO ๐ฆ Revenue CAGR: XXX% COGS CAGR: XXXX% Revenue / COGS: 12.23x"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943286653457727850) 2025-07-10 12:30:17 UTC 14.5K followers, 1866 engagements "15 Quality Stocks With Consistent Annual Revenue Growth for XX Straight Years Rev CAGR ๐ฐ Equifax $EFX X% ๐จ Sherwin Williams $SHW X% ๐ Costco $COST X% ๐ถ Idexx Labs $IDXX X% ๐ FactSet Research $FDS X% ๐ฉ Fastenal $FAST XX% ๐พ Synopsys $SNPS XX% ๐ผ Brown & Brown $BRO XX% ๐ Tractor Supply $TSCO XX% ๐พ Cadence Design $CDNS XX% ๐ฅค Monster Becerage $MNST XX% ๐ฆ Intercontinental Exchange $ICE XX% ๐ฅ Netflix $NFLX XX% ๐ฆ Amazon $AMZN XX% ๐ค MercadoLibre $MELI 38%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1913195342650048912) 2025-04-18 11:38:09 UTC 14.5K followers, 16.3K engagements "A quality valuation analysis on $ASML ๐ง๐ฝโ NTM P/E Ratio: 28.96x 10-Year Mean: 31.05x NTM FCF Yield: XXXX% 10-Year Mean: XXXX% As you can see $ASML appears to be trading below fair value Going forward investors can receive X% MORE in earnings per share & X% MORE in FCF per share๐ง *** Before we get into valuation lets take a look at why $ASML is an excellent business (*Financials in USD*) BALANCE SHEETโ Cash & Short Term Inv: $9.85B Long-Term Debt: $3.98B $ASML has a strong balance sheet & 70x FFO Interest Coverage RETURN ON CAPITALโ 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: 48.2%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1937527574285963539) 2025-06-24 15:05:45 UTC 14.5K followers, 9164 engagements "Legendary investor Peter Lynch has said Buying back shares is the simplest & best way a company can reward its investors Here are XX Quality Stocks that Reduced Shares by at least -X% over the last X years with EPS CAGR of +12% or more ๐งต"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159458071453986) 2025-07-15 16:32:08 UTC 14.5K followers, 11.1K engagements "1/5 Tractor Supply & Co $TSCO ๐ฎ EPS CAGR: XXXXX% LTM ROIC: XX% $TSCO has delivered XX years of consistent revenue growth by capitalizing on its niche as the leading rural lifestyle retailer leveraging shared scale economies across its expansive store network strong brand loyalty and operational efficiency to ensure long-term resilience"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1933157185032237531) 2025-06-12 13:39:23 UTC 14.5K followers, XXX engagements ": โ X. Dominos Pizza $DPZ ๐ _______ : โ X. Texas Instruments $TXN ๐งฎ _______ : โ X. NVR Inc $NVR ๐ _______ : โ X. VeriSign $VRSN _______ : โ X. Home Depot $HD ๐จ _______ : โ X. Zoetis $ZTS ๐ฉ X. Graco Inc $GGG ๐ X. Mastercard $MA ๐ณ X. Philip Morris $PM ๐ฌ XX. Lam Research $LRCX ๐ฅ XX. Veeva Systems $VEEV ๐จ๐ฝ๐ป XX. Colgate-Palmolive $CL ๐งด XX. Waters Corporation $WAT ๐พ _______ : โ XX. Hershey $HSY ๐ซ XX. Amgen $AMGN ๐งฌ XX. MSCI Inc $MSCI ๐ช XX. KLA Corp $KLAC ๐ป XX. Microsoft $MSFT XX. Alphabet $GOOG ๐จ๐ฝ๐ป XX. Yum Brands $YUM ๐ฎ XX. Factset Research $FDS ๐ XX. West Pharmaceutical $WST"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1672334626872852481) 2023-06-23 20:03:40 UTC 14.5K followers, 88.9K engagements "๐ข NVR Inc $NVR EPS CAGR: XXXX% LTM ROIC: 37.1%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1792932143020028324) 2024-05-21 14:55:08 UTC 14.5K followers, 2350 engagements "10 High-Quality Stocks with at least 2x More Cash than Long-Term Debt ๐ธ $MSFT $79.6B $39.8B 2.00x $CRM $17.4B $8.4B 2.07x $NVR $2.2B $0.91B 2.42x $ASML $9.8B $3.9B 2.51x $COST $14.8B $5.7B 2.59x $TSM $81.2B $29.7B 2.73x $NVDA $53.6B $8.5B 6.31x $GOOG $95.3B $10.9B 8.74x $CPRT $4.4B $X โพ $ABNB $11.5B $X โพ"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1942935724338082004) 2025-07-09 13:15:49 UTC 14.5K followers, 6448 engagements "6. Salesforce $CRM ๐ Current Drawdown: -XX% NTM P/E: 22x PEG: 1.69"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823780359504331) 2025-07-17 12:31:55 UTC 14.5K followers, XXX engagements "3. VeriSign $VRSN ๐ธ Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 4.00x"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943286640341852288) 2025-07-10 12:30:14 UTC 14.5K followers, XXX engagements "10 High-Quality Stocks on Sale ๐ต X. MercadoLibre $MELI NTM P/E 43x ๐ค X. MSCI Inc $MSCI NTM P/E 32x ๐ X. Mastercard $MA NTM P/E 32x ๐ณ X. Amazon $AMZN NTM P/E 29x ๐ฆ X. S&P Global $SPGI NTM P/E 27x ๐ X. Synopsys $SNPS NTM P/E 27x ๐พ X. ASML Holding $ASML NTM P/E 25x โ X. Google $GOOG NTM P/E 18x โ X. Lam Research $LRCX NTM P/E 18x ๐จ XX. Novo Nordisk $NVO NTM P/E 17x ๐งฌ"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1912165461137187202) 2025-04-15 15:25:46 UTC 14.5K followers, 40.4K engagements "Netflix $NFLX reports Q2 2025 earnings after the close ๐ REV est: $11.05B (+15% YoY) EPS est: $XXXX (+49% YoY)"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945928877236207793) 2025-07-17 19:29:32 UTC 14.5K followers, 1915 engagements "9. ASML Holding $ASML โ Current Drawdown: -XX% NTM P/E: 28x PEG: 1.60"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823811229626397) 2025-07-17 12:32:02 UTC 14.5K followers, 1731 engagements "2. Visa $V ๐ณ Share Reduction: -X% EPS Boost: +8% EPS CAGR: +13%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159469589012728) 2025-07-15 16:32:11 UTC 14.5K followers, 1031 engagements "3. Applied Materials $AMAT ๐จ 5-Year Mean P/E: 17.95x LTM P/E: 16.90x LTM ROIC: 32%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1896547412891865256) 2025-03-03 13:05:14 UTC 14.5K followers, 18.4K engagements "Today marks a year since my FUT-inspired post Heres my updated WORLD CLASS XI๐ Last years post is attached below for additional context check it out Share your starting XI in the comments Liverpool won the league after last years post hoping for same magic this year๐"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943343095740829857) 2025-07-10 16:14:34 UTC 14.5K followers, 13.6K engagements "Netflix $NFLX reports Q2 2025 earnings after the close ๐ REV est: $11.05B (+15% YoY) EPS est: $XXXX (+45% YoY)"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945938576937497086) 2025-07-17 20:08:05 UTC 14.5K followers, 7217 engagements "@bean_wealth Absolutely especially $ADP $MSCI $FICO $NVDA"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1942600014372413511) 2025-07-08 15:01:49 UTC 14.5K followers, XXX engagements "10 Quality Stocks Flying Under The Radar ๐ต ๐ฅ CDW Corp $CDW 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐ณ Broadridge Financial $BR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐ฆ Fair Isaac Corp $FICO 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐พ Agilent Technologies $A 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐ข NVR Inc $NVR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐ฟ A O Smith $AOS 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% ๐ FactSet Research $FDS 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐ชซ Amphenol $APH 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% ๐ฅ Medpace $MEDP 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐๐ผโ Pool Corp"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1787863362807660572) 2024-05-07 15:13:37 UTC 14.5K followers, 12K engagements "6 Quality Stocks ROIC XX% Annually Last X Years $50B Market Cap Down XX% From Highs ๐ต ๐ฆ Fair Isaac $FICO LTM ROIC: XX% Market Cap: $45B % Down: -XX% ๐ข NVR Inc $NVR LTM ROIC: XX% Market Cap: $27B % Down: -XX% ๐ฟ A O Smith $AOS LTM ROIC: XX% Market Cap: $9B % Down: -XX% ๐ IDEXX Labs $IDXX LTM ROIC: XX% Market Cap: $38B % Down: -XX% ๐ Manhattan Associates $MANH LTM ROIC: XX% Market Cap: $12B % Down: -XX% ๐๐ผโ Pool Corp $POOL LTM ROIC: XX% Market Cap: $13B % Down: -43%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1888941613625274690) 2025-02-10 13:22:30 UTC 14.5K followers, 10.2K engagements "2. MSCI Inc $MSCI ๐ Current Drawdown: -XX% NTM P/E: 32x PEG: 2.88"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823749866955095) 2025-07-17 12:31:48 UTC 14.5K followers, XXX engagements "8 Quality Stocks with Annual Double-Digit EPS Growth Over the Past 5-Years 5-Year EPS CAGR X. Microsoft $MSFT +18% โ X. Copart $CPRT +19% ๐ X. MSCI Inc $MSCI +19% ๐ X. Intuit $INTU +20% ๐ X. Cadence Design $CDNS +22% ๐พ X. Synopsys $SNPS +24% ๐พ X. Veeva Systems $VEEV +25% ๐ฅ X. Fair Isaac $FICO +26% ๐ฆ"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1940064267857707119) 2025-07-01 15:05:40 UTC 14.5K followers, 10.3K engagements "Quality Compounders & S&P Credit Ratings๐ต AAA Microsoft $MSFT โ AA+ Apple $AAPL ๐ฑ Google $GOOG ๐ฑ AA Costco $COST ๐ Amazon $AMZN ๐ฆ Novo Nordisk $NVO ๐งฌ AA- Visa $V ๐ธ Meta $META ๐ธ Nvidia $NVDA ๐ค Taiwan Semi $TSM ๐ฝ Automatic Data $ADP ๐ฐ A+ Mastercard $MA ๐ณ Salesforce $CRM ๐ A Applied Materials $AMAT ๐ฟ A- Intuit $INTU ๐ Lam Research $LRCX ๐จ Booking Holdings $BKNG โ Intercontinental Exchange $ICE ๐ฆ"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1932151811051225353) 2025-06-09 19:04:24 UTC 14.5K followers, 13.7K engagements "4. Mastercard $MA ๐ธ Share Reduction: -XX% EPS Boost: +11% EPS CAGR: +12%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159482192896329) 2025-07-15 16:32:14 UTC 14.5K followers, XXX engagements "10 High-Quality Sticky Stocks That Increased Revenues Annually in the Past XX Years ๐ X. Fair Isaac $FICO ๐ฐ (+8.08% CAGR) X. Equifax $EFX ๐ธ (+8.83)% CAGR X. IDEXX Labs $IDXX ๐ถ (+10.12% CAGR) X. S&P Global $SPGI ๐ต (+10.89% CAGR) X. MSCI Inc $MSCI ๐ (+11.10% CAGR) X. Cadence Design $CDNS ๐พ (+11.37% CAGR) X. Synopsys $SNPS ๐พ (+11.53% CAGR) X Intercontinental Exchange $ICE ๐ฆ (+11.61% CAGR) X. Amazon $AMZN ๐ฆ (+21.77% CAGR) XX. Medpace $MEDP ๐ฅ (+21.94% CAGR)"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1904869246158446618) 2025-03-26 12:13:13 UTC 14.5K followers, 18.1K engagements "2/5 Monster Beverage $MNST ๐ง EPS CAGR: XXXXX% LTM ROIC: XX% $MNST has sustained XX years of consistent revenue growth by dominating the energy drink market with its strong brand and global distribution leveraging shared scale economies and strategic partnerships"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1933157186936406287) 2025-06-12 13:39:24 UTC 14.5K followers, XXX engagements "15 Quality Linear Compounders Normalized EPS 2008 - 2023 LTM ROIC๐งต #stocks #investing"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1792932135059308590) 2024-05-21 14:55:06 UTC 14.5K followers, 68.2K engagements "6. MSCI Inc $MSCI ๐ (Oligopoly) NTM P/E: 32.74x 3-Year Mean: 37.51x 2025E: $XXXXX (11.4% YoY) 2026E: $XXXXX (12.9% YoY) 2027E: $XXXXX (12.3% YoY)"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1901608279262007488) 2025-03-17 12:15:18 UTC 14.5K followers, 1647 engagements "1. Google $GOOG $GOOGL โ Current Drawdown: -XX% NTM P/E: 20x PEG: 1.65x"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823738965925950) 2025-07-17 12:31:45 UTC 14.5K followers, 1155 engagements "4. Manhattan Associates $MANH โ 5-Year Mean P/E: 63.21x LTM P/E: 38.79x LTM ROIC: 75%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1896547419174891636) 2025-03-03 13:05:15 UTC 14.5K followers, 17.4K engagements "@ftr_investors @BrianFeroldi @WOLF_Financial @Brian_Stoffel_ @danielnewmanUV @TickerSymbolYOU @NicoInberg @QCompounding @StockSavvyShay @growthrapidly @JRogrow @IvanaSpear @7Innovator Thanks for putting this together. Truly honored to be included in this incredible lineup of investing minds ๐ง special shoutout to @Clay_Finck your TIP podcast is superb & its always a joy to tune in"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1944838356715929753) 2025-07-14 19:16:12 UTC 14.5K followers, XXX engagements "20 Stocks With ROIC XX% For Last X Years ๐ต ๐ฉZoetis $ZTS ๐ธMeta $META ๐Adobe $ADBE ๐ขNVR Inc $NVR ๐Copart $CPRT ๐ซฆInmode $INMD ๐ฐPaycom $PAYC ๐ฉFastenal $FAST ๐ธPaychex $PAYX ๐ชฒRollins Inc $ROL ๐ฟA O Smith $AOS ๐ณMastercard $MA ๐ผAccenture $ACN ๐ฒLam Research $LRCX ๐งฎTexas Instruments $TXN ๐งฐThe Toro Company $TTC ๐ฅคMonster Beverage $MNST ๐ฎIDEXX Laboratories $IDXX ๐Old Dominion Freight $ODFL ๐จ๐ฝ๐ปAutomatic Data Processing $ADP #stocks #investing _______ : . . . ."  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1680576721412653057) 2023-07-16 13:54:48 UTC 14.5K followers, 44.8K engagements "Even accounting for the current drop Dev did generate roughly $900M from his $FICO investment since 2022 & $FICO is up more than +250% since 2022 To your point though it will be interesting to see if he trimmed $FICO in the latest quarter wouldnt be surprised if he added $MSFT as well Maintaining that position in $FICO (32% allocation) despite its valuation especially when it traded above $2000 in May 2025 is hard to justify imho"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943058876573573335) 2025-07-09 21:25:11 UTC 14.5K followers, 1449 engagements "Booking Holdings $BKNG Q1 2025 Report ๐ โ Rev: $4.76B vs $4.58B (est) +8% YoY โ EPS: $XXXXX vs $XXXXX (est) +22% YoY"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1917312414216773759) 2025-04-29 20:17:56 UTC 14.5K followers, 10.3K engagements "@dividend_don $NVO still has a solid growth trajectory & we are likely still in the very early phase of GLP-1s & their potential Hahaha ๐"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943350365522362627) 2025-07-10 16:43:27 UTC 14.5K followers, XXX engagements "$FICO is now down -XX% from its highs ๐ Not uncommon when a stock trades for 80x"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945180671565078995) 2025-07-15 17:56:26 UTC 14.5K followers, 11.1K engagements "Booking Holdings stock $BKNG โ How obvious it looks now in hindsight A classic yet rare case of market neglect"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1928488530449207620) 2025-05-30 16:27:49 UTC 14.5K followers, 12.5K engagements "10/10 Booking Holdings $BKNG โ YTD: +12% NTM P/E: 25x"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1928183959894036803) 2025-05-29 20:17:34 UTC 14.5K followers, 2014 engagements "20 Stocks ROIC XX% & Have More Cash and Equivalents to Long-Term Debt ๐ต ๐ Nvidia $NVDA ๐ข NVR Inc $NVR ๐ Copart $CPRT ๐ค Fortinet $FTNT ๐ฉ Fastenal $FAST ๐ต Paychex $PAYX ๐ Graco Inc $GGG ๐ฟ A O Smith $AOS โ Microsoft $MSFT ๐ฑ Alphabet $GOOG ๐ฒ Taiwan Semi $TSM ๐จ Lam Research $LRCX ๐ฝ ASML Holding $ASML ๐ฅ Meta Platforms $META ๐พ Applied Materials $AMAT โ Booking Holdings $BKNG ๐ฅ Medpace Holdings $MEDP ๐ซ Edwards Lifesciences $EW ๐ Old Dominion Freight $ODFL ๐งฌ Vertex Pharmaceuticals $VRTX #stocks #investing"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1835651416439894065) 2024-09-16 12:06:17 UTC 14.5K followers, 7028 engagements "4/10 Mastercard $MA ๐ธ YTD: +10% NTM P/E: 35x"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1928183923588071868) 2025-05-29 20:17:25 UTC 14.5K followers, XXX engagements "@biopadawan Haha the chart is one thing the business is another Albeit $CPRT multiple expanded a bit much trading for 38x less than a year ago so this is normal price action regression to the mean due to less aggressive growth estimates A fair range for $CPRT is between 26x - 30x"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945179085396664358) 2025-07-15 17:50:08 UTC 14.5K followers, XXX engagements "Looking back at some of your best investment decisions & your worst investment mistakes can help you become a better investor ๐ธ Mistake # X & Best # X are my favorites You will benefit from reading this these are things I wish I knew early on ๐ฏ Here are X of my biggest MISTAKES ๐๐ฝ: X I waited too long to buy high-quality businesses I was mentored in 2016 & my mentor was a VALUE first investor (rather than QUALITY first) & was heavily influenced by Benjamin Grahams ideologies as it related to low multiples tangible assets etc. Higher multiples scared him off and as a result scared me off"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1765755894074118465) 2024-03-07 15:06:25 UTC 14.5K followers, 17.3K engagements "8. Fair Isaac $FICO ๐ฆ 10-Year Return: +2031% 10-Year CAGR: +36% $10K โก $205K $FICO experienced X -XX% drawdowns"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1938206081173319992) 2025-06-26 12:01:54 UTC 14.5K followers, 3150 engagements "3. MSCI Inc $MSCI ๐ Share Reduction: -X% EPS Boost: +9% EPS CAGR: +16%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159475851108482) 2025-07-15 16:32:13 UTC 14.5K followers, 1022 engagements "5 Quality Stocks Trading at Lower P/E & Higher FCF Yield Than 5-Year Average Forecasted 3-Year EPS CAGR* LTM ROIC ๐ต X ASML Holding $ASML โ Avg P/E: 35x Avg FCF Yield: XXX% NTM P/E: 29x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X MSCI Inc $MSCI ๐ Avg P/E: 42x Avg FCF Yield: XXX% NTM P/E: 31x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X Salesforce $CRM ๐ Avg P/E: 42x Avg FCF Yield: XXX% NTM P/E: 22x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X Copart $CPRT ๐ Avg P/E: 33x Avg FCF Yield: XXX% NTM P/E: 29x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X MercadoLibre $MELI"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1934601836771660036) 2025-06-16 13:19:55 UTC 14.5K followers, 14.7K engagements "20 Stocks That Have Maintained A ROIC Of XX% Or More For The Last X Years ๐ธ ๐ณ Visa $V ๐ Apple $AAPL ๐ข NVR Inc $NVR ๐ Copart $CPRT ๐ค Fortinet $FTNT ๐ฉ Fastenal $FAST ๐ต Paychex $PAYX ๐ Graco Inc $GGG ๐ MSCI Inc $MSCI ๐ฟ A O Smith $AOS ๐ต Mastercard $MA โ Microsoft $MSFT ๐ฒ Taiwan Semi $TSM โ W W Grainger $GWW ๐ฐAutomatic Data $ADP ๐จ Lam Research $LRCX ๐ฅ Meta Platforms $META ๐ถ Idexx Laboratories $IDXX ๐ซ Edwards Lifesciences $EW ๐ Old Dominion Freight $ODFL #stocks #investing"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1812481832182764030) 2024-07-14 13:38:37 UTC 14.5K followers, 25.1K engagements "2. Paychex $PAYX ๐ต Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 1.73x"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943286634687910215) 2025-07-10 12:30:12 UTC 14.5K followers, XXX engagements "Operating leverage is a powerful driver in investing enabling companies to boost operating margins & amplify profitability Here are XX stocks that grew operating margins by 20%+ from 2014 - 2024 ๐ธ X. $ASML XXXX% โก XXXX% +23% X. $NVO XXXX% โก XXXX% +24% X. $GOOG XXXX% โก XXXX% +28% X. $MSFT XXXX% โก XXXX% +33% X. $CPRT XXXX% โก XXXX% +37% X. $WM XXXX% โก XXXX% +40% X. $ADP XXXX% โก XXXX% +47% X. $MSCI XXXX% โก XXXX% +59% X. $FICO XXXX% โก XXXX% +102% XX. $NVDA XXXX% โก XXXX% +285% ___ Operating leverage measures a companys ability to boost operating income disproportionately with revenue growth driven"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1942310760001974297) 2025-07-07 19:52:26 UTC 14.5K followers, 11.4K engagements "6/10 Fair Isaac $FICO +33% CAGR ๐ฆ EPS CAGR: +25% Multiple Expansion: +6%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1931401619549081838) 2025-06-07 17:23:24 UTC 14.5K followers, 1938 engagements "1. ASML Holding $ASML โ Share Reduction: -X% EPS Boost: +6% EPS CAGR: +26%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159463410803168) 2025-07-15 16:32:10 UTC 14.5K followers, 1463 engagements "@kanavaggar95771 No worries Well heres a question for you: Does any of that matter if $FICO can grow EPS at a XX% - XX% CAGR over the next X years"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945185386277306867) 2025-07-15 18:15:10 UTC 14.5K followers, XXX engagements "9. Apple $AAPL ๐ฑ Share Reduction: -XX% EPS Boost: +19% EPS CAGR: +15%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159515558584367) 2025-07-15 16:32:22 UTC 14.5K followers, 2052 engagements "15 Quality Compounders With An Annual ROIC XX% For Last X Consecutive Years (Average) ๐ธ ๐ณ Visa $V (30%) ๐ Copart $CPRT (24%) ๐ข NVR Inc $NVR (39%) ๐ฆ Fair Isaac $FICO (44%) ๐ต Mastercard $MA (52%) ๐ KLA Corp $KLAC (35%) โ Microsoft $MSFT (30%) ๐ค Taiwan Semi $TSM (25%) ๐งฌ Novo Nordisk $NVO (67%) ๐จ Lam Research $LRCX (36%) ๐งพ Automatic Data $ADP (50%) โ ASML Holding $ASML (40%) ๐ธ Meta Platforms $META (27%) ๐ฟ Applied Materials $AMAT (35%) ๐ Old Dominion Freight $ODFL (34%)"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1880276820408295783) 2025-01-17 15:31:42 UTC 14.5K followers, 44.6K engagements "4. Visa $V ๐ณ Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 6.20x"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943286646528421942) 2025-07-10 12:30:15 UTC 14.5K followers, 2460 engagements "5/10 Lam Research $LRCX ๐จ YTD: +16% NTM P/E: 33x"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1928183929472770338) 2025-05-29 20:17:27 UTC 14.5K followers, XXX engagements "@Fred_Abyss Yup $MSCI is in my portfolio ๐๐ฝ there are many excellent businesses that arent included in the XI (as with a great futbol squad) this so happens to be the starting line up today ๐๐๐ฝ"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943409158578917734) 2025-07-10 20:37:04 UTC 14.5K followers, XXX engagements "7. Fair Isaac $FICO ๐ฆ Current Drawdown: -XX% NTM P/E: 46x PEG: 2.00"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823793974312989) 2025-07-17 12:31:58 UTC 14.5K followers, XXX engagements "8. Airbnb $ABNB ๐ Current Drawdown: -XX% NTM P/E: 32x PEG: 1.70"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823802123821409) 2025-07-17 12:32:00 UTC 14.5K followers, XXX engagements "Looking at $ASML Service & Field Option Quarterly Revenue as a percentage of Total Revenue Not only has this segment compounded at an attractive rate (+19.7%) but it also represented more than 1/4 of Total Revenue in the latest quarterly report"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945861751389433989) 2025-07-17 15:02:48 UTC 14.5K followers, 4542 engagements "@LWRCapital Yes you can see my latest comments on $CPRT by looking up the tikr in the search bar on my profile & sort by latest comments ๐๐ฝ"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945515349169885696) 2025-07-16 16:06:19 UTC 14.5K followers, XX engagements "3. MSCI Inc $MSCI ๐ NTM P/E: 32.28x 5-Year Avg: 42.56x NTM FCF Yield: XXXX% 5-Year Avg: XXXX% LTM ROIC: 42%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1918671597210120376) 2025-05-03 14:18:50 UTC 14.5K followers, 1409 engagements "15 Quality Stocks That Maintained ROIC XX% in the Last X Years Average ROIC ๐ธ ๐ณ Visa $V XX% ๐ฑ Apple $AAPL XX% ๐ Copart $CPRT XX% ๐งพ Paychex $PAYX XX% ๐ MSCI Inc $MSCI XX% ๐ฆ Fair Isaac $FICO XX% ๐ต Mastercard $MA XX% โ Microsoft $MSFT XX% ๐จ Philip Morris $PM XX% ๐งฌ Novo Nordisk $NVO XX% ๐จ Lam Research $LRCX XX% โ ASML Holding $ASML XX% ๐ธ Meta Platforms $META XX% ๐ฉ๐ป๐ฌ Vertex Pharmaceuticals $VRTX XX% ๐ฐ Automatic Data Processing $ADP 50%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1900151388107166065) 2025-03-13 11:46:08 UTC 14.5K followers, 23.1K engagements "4. Equifax $EFX ๐ต Current Drawdown: -XX% NTM P/E: 32x PEG: 1.23"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823764677095914) 2025-07-17 12:31:51 UTC 14.5K followers, XXX engagements "5. Equifax $EFX ๐ฆ (Oligopoly) NTM P/E: 31.15x 5-Year Mean: 29.20x 2025E: $XXXX (3.9% YoY) 2026E: $XXXX (23.3% YoY) 2027E: $XXXXX (29.3% YoY)"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1901608256323129371) 2025-03-17 12:15:13 UTC 14.5K followers, 1662 engagements "3. Brown & Brown $BRO ๐ผ Current Drawdown: -XX% NTM P/E: 24x PEG: 2.00"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823757563465919) 2025-07-17 12:31:50 UTC 14.5K followers, XXX engagements "@thealexlovell Thank you Alex $ASML could very well grow FCF at XX% CAGR over the next 5-7 years"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945122547529302520) 2025-07-15 14:05:28 UTC 14.5K followers, XXX engagements "8. Fair Isaac $FICO ๐ฆ Share Reduction: -XX% EPS Boost: +19% EPS CAGR: +26%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159508847628521) 2025-07-15 16:32:20 UTC 14.5K followers, 1501 engagements "MSCI Inc $MSCI Q1 Earnings Report๐ฏ Rev: $745M vs $744M estโ +10% YoY EPS: $XXXX vs $XXXX est โ +14% YoY ___ One of the stickiest businesses in the ๐"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1914771401602375970) 2025-04-22 20:00:51 UTC 14.5K followers, 12.8K engagements "10 Quality Stocks FCF CAGR XX% Past X Years That Trade for Cheaper P/FCF Today๐ต* ๐ธ Visa $V XX% CAGR ๐ณ Mastercard $MA XX% CAGR ๐ MSCI Inc $MSCI XX% CAGR ๐พ Synopsys $SNPS XX% CAGR ๐ฑ Google $GOOG XX% CAGR โ ASML $ASML XX% CAGR ๐ Salesforce $CRM XX% CAGR ๐ Copart $CPRT XX% CAGR ๐ค Nvidia $NVDA XX% CAGR ๐ค MercadoLibre $MELI XX% CAGR ___ *NTM FCF Yield vs exactly X years ago"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1936108686541537319) 2025-06-20 17:07:36 UTC 14.5K followers, 16.2K engagements "Starting to like $FICO here $1600 The best way to mediate the risk of its rich premium is to strategically acquire the business in tranches: 1/3 $1500 1/3 $1250 1/3 $1000 Average near $1200 & a PEG 2.00x assuming $FICO can meet estimates over next X years"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943304212391113174) 2025-07-10 13:40:03 UTC 14.5K followers, 11K engagements "Investing in companies growing revenues at a faster percentage than cost of goods sold (COGS) is a potent strategy highlighting strong pricing power & efficiency that enhance profit margins Here are X stocks with revenue growth at least 1.50x their COGS over the past X years๐งต"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943286622016934243) 2025-07-10 12:30:09 UTC 14.5K followers, 7216 engagements "With markets near all time highs it could be tempting to chase the hot winners As a long-term investor I get excited when proven high-quality stocks fallgiving us a shot at finding value Below is a list of XX wide-moat stocks down at least -XX% from their highs ๐งต"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823731227463797) 2025-07-17 12:31:43 UTC 14.5K followers, 4651 engagements "A quality valuation analysis on $GOOG ๐ง๐ฝโ NTM P/E Ratio: 19.32x 10-Year Mean: 23.69x NTM FCF Yield: XXXX% 10-Year Mean: XXXX% As you can see $GOOG appears to be trading below fair value Going forward investors can receive XX% MORE in earnings per share & X% LESS in FCF per share ๐ง *** Before we get into valuation lets take a look at why $GOOG is a great business BALANCE SHEETโ Cash & Short-Term Inv: $95.33B Long-Term Debt: $10.89B $GOOG has a strong balance sheet an AA+ S&P Credit Rating & 467x FFO Interest Coverage RETURN ON CAPITALโ 2020: XXXX% 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024:"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943714028498620532) 2025-07-11 16:48:31 UTC 14.5K followers, 13.8K engagements "5. Tractor Supply $TSCO ๐ Share Reduction: -XX% EPS Boost: +11% EPS CAGR: +16%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159488538878115) 2025-07-15 16:32:16 UTC 14.5K followers, XXX engagements "2/5 Monster Beverage $MNST ๐ง EPS CAGR: XXXXX% LTM ROIC: XX% $MNST has sustained XX years of consistent revenue growth by dominating the energy drink market with its strong brand and global distribution leveraging shared scale economies and strategic partnerships"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1933158052816904231) 2025-06-12 13:42:50 UTC 14.5K followers, 1492 engagements "Given its consistency $CRM is under-appreciated At $276๐ต per share its valuation relative to growth potential makes it a compelling investment"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1927407644454629580) 2025-05-27 16:52:46 UTC 14.5K followers, 9552 engagements "๐พ Synospsys $SNPS +17% ๐ฝ Cadence Design $CDNS +13% Occasionally the market dips due to perceived short-term headwinds presenting a golden opportunity that demands swift decisive action This is why its always prudent to have your buy price targets set in advance"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1940767603406020964) 2025-07-03 13:40:29 UTC 14.5K followers, 7699 engagements "9/10 Apple $AAPL +20% CAGR ๐ฑ EPS CAGR: +17% Multiple Expansion: +11%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1931401638410953139) 2025-06-07 17:23:28 UTC 14.5K followers, 2946 engagements "5. Copart $CPRT ๐ Current Drawdown: -XX% NTM P/E: 28x PEG: 2.10"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823772604240034) 2025-07-17 12:31:53 UTC 14.5K followers, XXX engagements "@Longtermloren Yup the tariff news is noise $MELI will be just fine"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943312388331110626) 2025-07-10 14:12:33 UTC 14.5K followers, XXX engagements "10. NVR Inc $NVR ๐ข Share Reduction: -XX% EPS Boost: +23% EPS CAGR: +16%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159521468358942) 2025-07-15 16:32:23 UTC 14.5K followers, 1912 engagements "1. Arthur J Gallagher $AJG ๐ Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 1.71x"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943286628459466940) 2025-07-10 12:30:11 UTC 14.5K followers, XXX engagements "3/15 Taiwan Semiconductor $TSM ๐ฝ Down: -24%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1899439315731566701) 2025-03-11 12:36:37 UTC 14.5K followers, 1325 engagements "@Fred_Abyss Thanks for the kind words I really appreciate it I like to keep it simple and let the numbers tell the storyfocusing on fundamentals avoids spinning a narrative that might cloud judgment with confirmation bias $MSCI is an excellent business I own both $SPGI & $MSCI"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1942320467928383933) 2025-07-07 20:31:00 UTC 14.5K followers, XXX engagements "7 Reasons WHY $BKNG (Booking Holdings) Should Be On Your Watchlist ๐ธ X $BKNG has grown revenue for XX out of the last XX years X $BKNG has increased earnings per share (EPS) for XX out of the last XX years X Strong & consistent ROIC (drop in 2020 due to global restrictions) X Opportunity for growth in operating and net income margins X A fortress balance sheet with $16.33B in cash & $13.36B in long term debt X Aggressive share buybacks (33% decrease in shares outstanding since 2013 leading to a XX% boost in EPS) X $BKNG recently initiated a $XXXXX per share dividend that will likely grow at"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1825650024723919128) 2024-08-19 21:44:19 UTC 14.5K followers, 81.2K engagements "Netflix $NFLX Double Beat Q2 2025 Report โ Revenue: $11.08B (+16% YoY) โ EPS: $XXXX (+47% YoY)"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945939024604012907) 2025-07-17 20:09:51 UTC 14.5K followers, 3337 engagements "Berkshire Hathaway is down -XXXX% from its highsthe largest drawdown in X years $BRK.A $BRK.B appears to be fairly valued at $471๐ต & a good buy with a margin of safety at $425๐ต"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945572800363733205) 2025-07-16 19:54:37 UTC 14.5K followers, 20.3K engagements "$BKNG is an ideal case of market neglect โ Hard to believe yet $BKNG stock is up +57% since my August post highlighting why its a great business I also shared several analyses suggesting it was a compelling investment at $3700 & most recently at $4300 ๐ต"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1942350619483812242) 2025-07-07 22:30:49 UTC 14.5K followers, 10K engagements "Tomorrow marks one year since this FUT-inspired post so Ill share an updated XI ๐ If you havent read it yet I encourage you to check it outits a quick read that could sharpen your investing mindset ๐ฏ Feel free to craft your own XI and share it in tomorrows post #YNWA"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943035874079359215) 2025-07-09 19:53:46 UTC 14.5K followers, 5926 engagements "8. Copart $CPRT ๐ NTM Feb 2020 P/E: 32.84x NTM Feb 2025 P/E: 34.25x Stock Price: +137%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1893310213836374155) 2025-02-22 14:41:45 UTC 14.5K followers, 1644 engagements "5/10 Nvidia $NVDA +74% CAGR ๐ค EPS CAGR: +83% Multiple Compression: -30%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1931401613664522366) 2025-06-07 17:23:23 UTC 14.5K followers, 1564 engagements "9/10 S&P Global $SPGI ๐ฐ YTD: +4% NTM P/E: 29x"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1928183954114314490) 2025-05-29 20:17:33 UTC 14.5K followers, 2188 engagements "GE Aerospace $GE reports Q2 2025 earnings tomorrow morning ๐ REV est: $9.58B (+5.4% YoY) EPS est: $XXXX (+17.5% YoY) In FY 2024 services revenue accounted for XX% of total revenue๐ฐ Dont overlook $GE its not the same company it was years ago as I detailed in May๐๐ฝ"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945596429113987427) 2025-07-16 21:28:30 UTC 14.5K followers, 7285 engagements "Less than X months ago I highlighted $SNPS as a good purchase at $457๐ต Since then $SNPS has surged +28%โ Bummer that it bounced back so quickly As I stated: $SNPS will thrive as AI and tech advancements drive chip demand boosting the need for its cutting-edge semiconductor design software that helps create faster smarter chips among other things $SNPS offers a stellar way to tap into the semiconductor boom delivering steady predictable growth and reliable recurring revenue for investors seeking stability in the space You can find the original valuation analysis in the post below๐๐ฝ"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946019611998114224) 2025-07-18 01:30:05 UTC 14.5K followers, 1430 engagements
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Dimitry Nakhla | Babylon Capitalยฎ posts on X about eps, stocks, $fico, $asml the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence stocks #4715 finance XXXXX% technology brands XXXXX% cryptocurrencies XXXXX% countries XXXX%
Social topic influence eps #89, stocks #1419, $fico 12.57%, $asml #20, asml #24, $msci #1, $cprt 9.58%, msci inc #1, goog 7.19%, $goog XXXX%
Top accounts mentioned or mentioned by @biopadawan @longtermloren @thelongaj @fred_abyss @llamabravo @wisedelcapital @princeofgoodt @qualityinvest5 @m7md7mmad @kanavaggar95771 @nfrosinha @jomasilva88 @dividenddon @mtakrou @tacticzh @0xtechquity @livermore185 @liamlimsoe @fredabyss @lwrcapital
Top assets mentioned Fair Isaac, Corp. (FICO) Msci Inc (MSCI) Copart, Inc. (CPRT) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) NVR, Inc. (NVR) Mastercard, Inc. (MA) Lam Research Corporation (LRCX) Synopsys, Inc. (SNPS) Effect.AI (EFX) Novo-Nordisk (NVO) S&P Global Inc (SPGI) NVIDIA Corp. (NVDA) Booking Holdings Inc (BKNG) Metadium (META) Apple, Inc. (AAPL) Taiwan Semiconductor (TSM) Cream (CRM) Cadence Design Systems Inc (CDNS) Intuit Inc. (INTU) IDEXX Laboratories, Inc. (IDXX) Adappter Token (ADP) A O Smith Corp (AOS) Paypex (PAYX) Paychex, Inc. (PAYX) Manhattan Associates, Inc. (MANH) MercadoLibre Inc (MELI) Fastenal Company (FAST) Monster Beverage Corp (MNST) Salesforce Inc (CRM) Decentral Games ICE (ICE) Zoetis Inc (ZTS) Neurobro (BRO) Amazon.com, Inc. (AMZN) Costco Hot Dog (COST) Tractor Supply Co (TSCO) Good Games Guild (GGG) Netflix Inc (NFLX) Applied Materials, Inc. (AMAT) Meta Platforms, Inc. (META) Intercontinental Exchange Inc (ICE) Costco Wholesale Corporation (COST) Verisign, Inc. (VRSN) Texas Instruments (TXN) Airbnb Inc (ABNB) Bristol-Myers Squibb Co (BMY) Fortinet Inc (FTNT) Moody's Corporation (MCO) Roper Technologies Inc (ROP) SPDR S&P XXX ETF Trust (SPY) Old Dominion Freight Line Inc (ODFL) Thermo Fisher Scientific Inc. (TMO) Factset Research Systems, Inc. (FDS)
Top posts by engagements in the last XX hours
"$MANH Manhattan Associates has been increasing its predictability ๐ Take a look at the companys cloud subscription revenue as a percentage of total revenue๐๐ฝ" @DimitryNakhla on X 2025-02-12 16:27:43 UTC 14.5K followers, 5894 engagements
"7. Google $GOOG $GOOGL โ Share Reduction: -XX% EPS Boost: +14% EPS CAGR: +28%" @DimitryNakhla on X 2025-07-15 16:32:19 UTC 14.5K followers, XXX engagements
"ASML Holding $ASML is set to report Q2 2025 earnings in less than X hours ๐ Revenue est: 7.54B (+20.8% YoY) EPS est: XXXX (+30.3% YoY) $ASML currently trades for XXXX PEG The post attached below shared a few days ago breaks down $ASML key business segments" @DimitryNakhla on X 2025-07-16 01:30:47 UTC 14.5K followers, 36.4K engagements
"This will lead to interesting short-term price action and perhaps another opportunity in the duopoly between Synopsys & Cadence Design $SNPS $CDNS" @DimitryNakhla on X 2025-05-28 19:31:38 UTC 14.5K followers, 23.1K engagements
"15 Quality Stocks ROIC XX% Annually Last X Years Avg ROIC 5-Year EPS CAGR ๐ต ๐ณ Visa $V XX% XX% ๐ธ Meta $META XX% XX% ๐ฑ Apple $AAPL XX% XX% โ ASML $ASML XX% XX% ๐ Copart $CPRT XX% XX% ๐ข NVR Inc $NVR XX% XX% ๐ฑ Google $GOOG XX% XX% ๐ MSCI Inc $MSCI XX% XX% ๐ธ Mastercard $MA XX% XX% ๐ฆ Fair Isaac $FICO XX% XX% ๐พ Microsoft $MSFT XX% XX% ๐ฝ Taiwan Semi $TSM XX% XX% ๐งฌ Novo Nordisk $NVO XX% XX% ๐ฐAutomatic Data $ADP XX% XX% ๐จ Lam Research $LRCX XX% 16%" @DimitryNakhla on X 2025-05-10 13:56:53 UTC 14.5K followers, 18.3K engagements
"6. Lam Research $LRCX ๐ฝ Share Reduction: -XX% EPS Boost: +14% EPS CAGR: +17%" @DimitryNakhla on X 2025-07-15 16:32:17 UTC 14.5K followers, 1006 engagements
"@Mtakrou Yes $ASML current drawdown is one of its largest over the last XX years ๐ท" @DimitryNakhla on X 2025-07-16 20:37:31 UTC 14.5K followers, XXX engagements
"@PrinceOfGoodT @QualityInvest5 Great question I would say $SPGI $ICE $MELI (worthy mentions include $MA $MSFT)" @DimitryNakhla on X 2025-07-10 11:20:04 UTC 14.5K followers, XXX engagements
"7. S&P Global $SPGI ๐ต 10-Year Return: +402% 10-Year CAGR: +17% $10K โก $55K $SPGI experienced X -XX% drawdowns" @DimitryNakhla on X 2025-06-26 12:01:52 UTC 14.5K followers, XXX engagements
"$ASML is often considered one of the worlds most important companies crafting advanced lithography machines that power chip innovation & keep Moores Law alive amid the AI surge ๐ค With the stock trading at a compelling valuation relative to growth & Q2 earnings next week here are several visuals & insights about the company that you should know๐๐ฝ X. INTRO ๐ ASML is a Dutch company thats basically the king of making machines used to manufacturer computer chips These machines use light to print tiny patterns on silicon wafers which become the brains of everything from phones to cars to AI" @DimitryNakhla on X 2025-07-12 16:55:15 UTC 14.5K followers, 27.1K engagements
"@biopadawan Is this the same reaction you have when your favorite clothes go on an even greater sale ๐ค๐" @DimitryNakhla on X 2025-07-15 15:29:20 UTC 14.5K followers, XXX engagements
"@TacticzH Haha lets see where the sand settles I dont view this as much of a threat to $FICO although its constructive for the credit bureaus & Ive been long $EFX maintaining the business is headed in the right direction with their transformation ๐๐ฝ" @DimitryNakhla on X 2025-07-08 14:34:06 UTC 14.5K followers, XXX engagements
"@WisedelCapital $EFX was trading for the same price on the transfer market & is expected to score at least 2x more goals a season than $ZTS over the next several years ๐" @DimitryNakhla on X 2025-07-10 16:33:57 UTC 14.5K followers, XXX engagements
"10/10 Lam Research $LRCX +24% CAGR ๐จ EPS CAGR: +20% Multiple Expansion: +17%" @DimitryNakhla on X 2025-06-07 17:23:30 UTC 14.5K followers, 2883 engagements
"BUYBACK KINGS ๐ XX Quality Stocks That Reduced Share Count XX% last XX Years ๐ต ๐งMoodys $MCO 2014 shares: 214.70M 2024 shares: 182.70M % reduction: XX% EPS boost: XX% ๐งฌ Novo Nordisk $NVO 2014 shares: 5.26B 2024 shares: 4.46B % reduction: XX% EPS boost: XX% ๐ณVisa $V 2014 shares: 2.52B 2024 shares: 2.02B % reduction: XX% EPS boost: XX% ๐จ Lam Research $LRCX 2014 shares: 1.65B 2024 shares: 1.31B % reduction: XX% EPS boost: XX% ๐ธMastercard $MA 2014 shares: 1.17B 2024 shares: 0.93B % reduction: XX% EPS boost: XX% ๐ขNVR Inc $NVR 2014 shares: 4.44M 2024 shares: 3.32M % reduction: XX% EPS boost:" @DimitryNakhla on X 2025-06-11 13:16:11 UTC 14.5K followers, 18.5K engagements
"A quality valuation analysis on $CPRT ๐ง๐ฝโ NTM P/E Ratio: 30.29x 3-Year Mean: 31.75x NTM FCF Yield: XXXX% 3-Year Mean: XXXX% As you can see $CPRT appears to be trading near fair value Going forward investors can expect to receive X% MORE in earnings per share & X% MORE in FCF per share๐ง *** Before we get into valuation lets take a look at why $CPRT is a quality business BALANCE SHEETโ
Cash & Equivalents: $4.38B Long-Term Debt: $X $CPRT has an excellent balance sheet RETURN ON CAPITALโ
2020: XXXX% 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: XXXX% RETURN ON EQUITYโ
2020: XXXX% 2021:" @DimitryNakhla on X 2025-06-13 15:59:36 UTC 14.5K followers, 10.5K engagements
"7. Roper Technologies $ROP ๐ 2018: $ROP +3% vs $SPY -X% 2022: $ROP -XX% vs $SPY -18%" @DimitryNakhla on X 2025-03-20 15:48:29 UTC 14.5K followers, XXX engagements
"10 Quality Stocks Flying Under The Radar With Market Capitalizations Below $50B ๐ธ ๐ข NVR Inc $NVR 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐ Old Dominion Freight $ODFL 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐ผ Brown & Brown $BRO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐ Tractor Supply $TSCO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ โ Graco $GGG 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐ง FactSet Research $FDS 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: 11.1%" @DimitryNakhla on X 2024-04-18 13:29:13 UTC 14.5K followers, 47K engagements
"10 Stocks Double-Digit FCF Growth Est In Next X Years NTM Price/FCF ๐ต ๐ค $NVDA XX% 35x ๐ $INTU XX% 33x ๐ฑ $GOOG XX% 26x ๐ณ $MA XX% 36x ๐ฆ $FICO XX% 55x โ $MSFT XX% 49x ๐ธ $EFX XX% 34x โ $ASML XX% 33x ๐พ $SNPS XX% 40x ๐ฆ $AMZN XX% 52x" @DimitryNakhla on X 2025-07-08 14:05:14 UTC 14.5K followers, 7387 engagements
"10. Novo Nordisk $NVO ๐งฌ Current Drawdown: -XX% NTM P/E: 16x PEG: 1.45" @DimitryNakhla on X 2025-07-17 12:32:04 UTC 14.5K followers, 2912 engagements
"6 Stocks Trading Near My Buy Range ๐ X Thermo Fisher Scientific $TMO NTM P/E: 23.34x NTM FCF Yield: XXXX% X ASML Holding $ASML NTM P/E: 28.41x NTM FCF Yield: XXXX% X Alphabet $GOOG $GOOGL NTM P/E: 20.58x NTM FCF Yield: XXXX% X IDEXX Laboratories $IDXX NTM P/E: 36.32x NTM FCF Yield: XXXX% X Intuit $INTU NTM P/E: 36.67x NTM FCF Yield: XXXX% X Visa $V NTM P/E: 27.51x NTM FCF Yield: XXXX% #stocks #investing" @DimitryNakhla on X 2024-11-15 15:31:06 UTC 14.5K followers, 29.3K engagements
"@biopadawan Today I own XX businesses in my portfolio ๐๐ฝ" @DimitryNakhla on X 2025-07-13 18:50:39 UTC 14.5K followers, XXX engagements
"$ASML with a double beat โ
Revenue: 7.69B (+23% YoY) โ
EPS: XXXX (+47% YoY) Net bookings: 5.54B (2.3B EUV / 42%)" @DimitryNakhla on X 2025-07-16 05:32:15 UTC 14.5K followers, 24.8K engagements
"Did you know Copart $CPRT owns a lot of land $CPRT land valued at $2.03B today up from $105M in 2004 is understated on its balance sheet due to accounting rules that use historical purchase prices rather than current market values A key driver of its competitive edge ๐" @DimitryNakhla on X 2025-05-25 16:27:37 UTC 14.5K followers, 16.2K engagements
"3/5 Intercontinental Exchange $ICE ๐ฆ EPS CAGR: XXXXX% LTM ROIC: X% $ICE has achieved XX consecutive years of revenue growth due to its diversified all-weather business modelspanning global exchanges clearing houses data services and mortgage technologybolstered by high barriers to entry network effects and strategic acquisitions ensuring it is built to last through economic cycles" @DimitryNakhla on X 2025-06-12 13:42:52 UTC 14.5K followers, 1762 engagements
"5. Fair Isaac $FICO ๐ฆ Revenue CAGR: XXX% COGS CAGR: XXXX% Revenue / COGS: 12.23x" @DimitryNakhla on X 2025-07-10 12:30:17 UTC 14.5K followers, 1866 engagements
"15 Quality Stocks With Consistent Annual Revenue Growth for XX Straight Years Rev CAGR ๐ฐ Equifax $EFX X% ๐จ Sherwin Williams $SHW X% ๐ Costco $COST X% ๐ถ Idexx Labs $IDXX X% ๐ FactSet Research $FDS X% ๐ฉ Fastenal $FAST XX% ๐พ Synopsys $SNPS XX% ๐ผ Brown & Brown $BRO XX% ๐ Tractor Supply $TSCO XX% ๐พ Cadence Design $CDNS XX% ๐ฅค Monster Becerage $MNST XX% ๐ฆ Intercontinental Exchange $ICE XX% ๐ฅ Netflix $NFLX XX% ๐ฆ Amazon $AMZN XX% ๐ค MercadoLibre $MELI 38%" @DimitryNakhla on X 2025-04-18 11:38:09 UTC 14.5K followers, 16.3K engagements
"A quality valuation analysis on $ASML ๐ง๐ฝโ NTM P/E Ratio: 28.96x 10-Year Mean: 31.05x NTM FCF Yield: XXXX% 10-Year Mean: XXXX% As you can see $ASML appears to be trading below fair value Going forward investors can receive X% MORE in earnings per share & X% MORE in FCF per share๐ง *** Before we get into valuation lets take a look at why $ASML is an excellent business (Financials in USD) BALANCE SHEETโ
Cash & Short Term Inv: $9.85B Long-Term Debt: $3.98B $ASML has a strong balance sheet & 70x FFO Interest Coverage RETURN ON CAPITALโ
2021: XXXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: 48.2%" @DimitryNakhla on X 2025-06-24 15:05:45 UTC 14.5K followers, 9164 engagements
"Legendary investor Peter Lynch has said Buying back shares is the simplest & best way a company can reward its investors Here are XX Quality Stocks that Reduced Shares by at least -X% over the last X years with EPS CAGR of +12% or more ๐งต" @DimitryNakhla on X 2025-07-15 16:32:08 UTC 14.5K followers, 11.1K engagements
"1/5 Tractor Supply & Co $TSCO ๐ฎ EPS CAGR: XXXXX% LTM ROIC: XX% $TSCO has delivered XX years of consistent revenue growth by capitalizing on its niche as the leading rural lifestyle retailer leveraging shared scale economies across its expansive store network strong brand loyalty and operational efficiency to ensure long-term resilience" @DimitryNakhla on X 2025-06-12 13:39:23 UTC 14.5K followers, XXX engagements
": โ
X. Dominos Pizza $DPZ ๐ _______ : โ
X. Texas Instruments $TXN ๐งฎ _______ : โ
X. NVR Inc $NVR ๐ _______ : โ
X. VeriSign $VRSN _______ : โ
X. Home Depot $HD ๐จ _______ : โ
X. Zoetis $ZTS ๐ฉ X. Graco Inc $GGG ๐ X. Mastercard $MA ๐ณ X. Philip Morris $PM ๐ฌ XX. Lam Research $LRCX ๐ฅ XX. Veeva Systems $VEEV ๐จ๐ฝ๐ป XX. Colgate-Palmolive $CL ๐งด XX. Waters Corporation $WAT ๐พ _______ : โ
XX. Hershey $HSY ๐ซ XX. Amgen $AMGN ๐งฌ XX. MSCI Inc $MSCI ๐ช XX. KLA Corp $KLAC ๐ป XX. Microsoft $MSFT XX. Alphabet $GOOG ๐จ๐ฝ๐ป XX. Yum Brands $YUM ๐ฎ XX. Factset Research $FDS ๐ XX. West Pharmaceutical $WST" @DimitryNakhla on X 2023-06-23 20:03:40 UTC 14.5K followers, 88.9K engagements
"๐ข NVR Inc $NVR EPS CAGR: XXXX% LTM ROIC: 37.1%" @DimitryNakhla on X 2024-05-21 14:55:08 UTC 14.5K followers, 2350 engagements
"10 High-Quality Stocks with at least 2x More Cash than Long-Term Debt ๐ธ $MSFT $79.6B $39.8B 2.00x $CRM $17.4B $8.4B 2.07x $NVR $2.2B $0.91B 2.42x $ASML $9.8B $3.9B 2.51x $COST $14.8B $5.7B 2.59x $TSM $81.2B $29.7B 2.73x $NVDA $53.6B $8.5B 6.31x $GOOG $95.3B $10.9B 8.74x $CPRT $4.4B $X โพ $ABNB $11.5B $X โพ" @DimitryNakhla on X 2025-07-09 13:15:49 UTC 14.5K followers, 6448 engagements
"6. Salesforce $CRM ๐ Current Drawdown: -XX% NTM P/E: 22x PEG: 1.69" @DimitryNakhla on X 2025-07-17 12:31:55 UTC 14.5K followers, XXX engagements
"3. VeriSign $VRSN ๐ธ Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 4.00x" @DimitryNakhla on X 2025-07-10 12:30:14 UTC 14.5K followers, XXX engagements
"10 High-Quality Stocks on Sale ๐ต X. MercadoLibre $MELI NTM P/E 43x ๐ค X. MSCI Inc $MSCI NTM P/E 32x ๐ X. Mastercard $MA NTM P/E 32x ๐ณ X. Amazon $AMZN NTM P/E 29x ๐ฆ X. S&P Global $SPGI NTM P/E 27x ๐ X. Synopsys $SNPS NTM P/E 27x ๐พ X. ASML Holding $ASML NTM P/E 25x โ X. Google $GOOG NTM P/E 18x โ X. Lam Research $LRCX NTM P/E 18x ๐จ XX. Novo Nordisk $NVO NTM P/E 17x ๐งฌ" @DimitryNakhla on X 2025-04-15 15:25:46 UTC 14.5K followers, 40.4K engagements
"Netflix $NFLX reports Q2 2025 earnings after the close ๐ REV est: $11.05B (+15% YoY) EPS est: $XXXX (+49% YoY)" @DimitryNakhla on X 2025-07-17 19:29:32 UTC 14.5K followers, 1915 engagements
"9. ASML Holding $ASML โ Current Drawdown: -XX% NTM P/E: 28x PEG: 1.60" @DimitryNakhla on X 2025-07-17 12:32:02 UTC 14.5K followers, 1731 engagements
"2. Visa $V ๐ณ Share Reduction: -X% EPS Boost: +8% EPS CAGR: +13%" @DimitryNakhla on X 2025-07-15 16:32:11 UTC 14.5K followers, 1031 engagements
"3. Applied Materials $AMAT ๐จ 5-Year Mean P/E: 17.95x LTM P/E: 16.90x LTM ROIC: 32%" @DimitryNakhla on X 2025-03-03 13:05:14 UTC 14.5K followers, 18.4K engagements
"Today marks a year since my FUT-inspired post Heres my updated WORLD CLASS XI๐ Last years post is attached below for additional context check it out Share your starting XI in the comments Liverpool won the league after last years post hoping for same magic this year๐" @DimitryNakhla on X 2025-07-10 16:14:34 UTC 14.5K followers, 13.6K engagements
"Netflix $NFLX reports Q2 2025 earnings after the close ๐ REV est: $11.05B (+15% YoY) EPS est: $XXXX (+45% YoY)" @DimitryNakhla on X 2025-07-17 20:08:05 UTC 14.5K followers, 7217 engagements
"@bean_wealth Absolutely especially $ADP $MSCI $FICO $NVDA" @DimitryNakhla on X 2025-07-08 15:01:49 UTC 14.5K followers, XXX engagements
"10 Quality Stocks Flying Under The Radar ๐ต ๐ฅ CDW Corp $CDW 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐ณ Broadridge Financial $BR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐ฆ Fair Isaac Corp $FICO 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐พ Agilent Technologies $A 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐ข NVR Inc $NVR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐ฟ A O Smith $AOS 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% ๐ FactSet Research $FDS 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐ชซ Amphenol $APH 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% ๐ฅ Medpace $MEDP 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐๐ผโ Pool Corp" @DimitryNakhla on X 2024-05-07 15:13:37 UTC 14.5K followers, 12K engagements
"6 Quality Stocks ROIC XX% Annually Last X Years $50B Market Cap Down XX% From Highs ๐ต ๐ฆ Fair Isaac $FICO LTM ROIC: XX% Market Cap: $45B % Down: -XX% ๐ข NVR Inc $NVR LTM ROIC: XX% Market Cap: $27B % Down: -XX% ๐ฟ A O Smith $AOS LTM ROIC: XX% Market Cap: $9B % Down: -XX% ๐ IDEXX Labs $IDXX LTM ROIC: XX% Market Cap: $38B % Down: -XX% ๐ Manhattan Associates $MANH LTM ROIC: XX% Market Cap: $12B % Down: -XX% ๐๐ผโ Pool Corp $POOL LTM ROIC: XX% Market Cap: $13B % Down: -43%" @DimitryNakhla on X 2025-02-10 13:22:30 UTC 14.5K followers, 10.2K engagements
"2. MSCI Inc $MSCI ๐ Current Drawdown: -XX% NTM P/E: 32x PEG: 2.88" @DimitryNakhla on X 2025-07-17 12:31:48 UTC 14.5K followers, XXX engagements
"8 Quality Stocks with Annual Double-Digit EPS Growth Over the Past 5-Years 5-Year EPS CAGR X. Microsoft $MSFT +18% โ X. Copart $CPRT +19% ๐ X. MSCI Inc $MSCI +19% ๐ X. Intuit $INTU +20% ๐ X. Cadence Design $CDNS +22% ๐พ X. Synopsys $SNPS +24% ๐พ X. Veeva Systems $VEEV +25% ๐ฅ X. Fair Isaac $FICO +26% ๐ฆ" @DimitryNakhla on X 2025-07-01 15:05:40 UTC 14.5K followers, 10.3K engagements
"Quality Compounders & S&P Credit Ratings๐ต AAA Microsoft $MSFT โ AA+ Apple $AAPL ๐ฑ Google $GOOG ๐ฑ AA Costco $COST ๐ Amazon $AMZN ๐ฆ Novo Nordisk $NVO ๐งฌ AA- Visa $V ๐ธ Meta $META ๐ธ Nvidia $NVDA ๐ค Taiwan Semi $TSM ๐ฝ Automatic Data $ADP ๐ฐ A+ Mastercard $MA ๐ณ Salesforce $CRM ๐ A Applied Materials $AMAT ๐ฟ A- Intuit $INTU ๐ Lam Research $LRCX ๐จ Booking Holdings $BKNG โ Intercontinental Exchange $ICE ๐ฆ" @DimitryNakhla on X 2025-06-09 19:04:24 UTC 14.5K followers, 13.7K engagements
"4. Mastercard $MA ๐ธ Share Reduction: -XX% EPS Boost: +11% EPS CAGR: +12%" @DimitryNakhla on X 2025-07-15 16:32:14 UTC 14.5K followers, XXX engagements
"10 High-Quality Sticky Stocks That Increased Revenues Annually in the Past XX Years ๐ X. Fair Isaac $FICO ๐ฐ (+8.08% CAGR) X. Equifax $EFX ๐ธ (+8.83)% CAGR X. IDEXX Labs $IDXX ๐ถ (+10.12% CAGR) X. S&P Global $SPGI ๐ต (+10.89% CAGR) X. MSCI Inc $MSCI ๐ (+11.10% CAGR) X. Cadence Design $CDNS ๐พ (+11.37% CAGR) X. Synopsys $SNPS ๐พ (+11.53% CAGR) X Intercontinental Exchange $ICE ๐ฆ (+11.61% CAGR) X. Amazon $AMZN ๐ฆ (+21.77% CAGR) XX. Medpace $MEDP ๐ฅ (+21.94% CAGR)" @DimitryNakhla on X 2025-03-26 12:13:13 UTC 14.5K followers, 18.1K engagements
"2/5 Monster Beverage $MNST ๐ง EPS CAGR: XXXXX% LTM ROIC: XX% $MNST has sustained XX years of consistent revenue growth by dominating the energy drink market with its strong brand and global distribution leveraging shared scale economies and strategic partnerships" @DimitryNakhla on X 2025-06-12 13:39:24 UTC 14.5K followers, XXX engagements
"15 Quality Linear Compounders Normalized EPS 2008 - 2023 LTM ROIC๐งต #stocks #investing" @DimitryNakhla on X 2024-05-21 14:55:06 UTC 14.5K followers, 68.2K engagements
"6. MSCI Inc $MSCI ๐ (Oligopoly) NTM P/E: 32.74x 3-Year Mean: 37.51x 2025E: $XXXXX (11.4% YoY) 2026E: $XXXXX (12.9% YoY) 2027E: $XXXXX (12.3% YoY)" @DimitryNakhla on X 2025-03-17 12:15:18 UTC 14.5K followers, 1647 engagements
"1. Google $GOOG $GOOGL โ Current Drawdown: -XX% NTM P/E: 20x PEG: 1.65x" @DimitryNakhla on X 2025-07-17 12:31:45 UTC 14.5K followers, 1155 engagements
"4. Manhattan Associates $MANH โ 5-Year Mean P/E: 63.21x LTM P/E: 38.79x LTM ROIC: 75%" @DimitryNakhla on X 2025-03-03 13:05:15 UTC 14.5K followers, 17.4K engagements
"@ftr_investors @BrianFeroldi @WOLF_Financial @Brian_Stoffel_ @danielnewmanUV @TickerSymbolYOU @NicoInberg @QCompounding @StockSavvyShay @growthrapidly @JRogrow @IvanaSpear @7Innovator Thanks for putting this together. Truly honored to be included in this incredible lineup of investing minds ๐ง special shoutout to @Clay_Finck your TIP podcast is superb & its always a joy to tune in" @DimitryNakhla on X 2025-07-14 19:16:12 UTC 14.5K followers, XXX engagements
"20 Stocks With ROIC XX% For Last X Years ๐ต ๐ฉZoetis $ZTS ๐ธMeta $META ๐Adobe $ADBE ๐ขNVR Inc $NVR ๐Copart $CPRT ๐ซฆInmode $INMD ๐ฐPaycom $PAYC ๐ฉFastenal $FAST ๐ธPaychex $PAYX ๐ชฒRollins Inc $ROL ๐ฟA O Smith $AOS ๐ณMastercard $MA ๐ผAccenture $ACN ๐ฒLam Research $LRCX ๐งฎTexas Instruments $TXN ๐งฐThe Toro Company $TTC ๐ฅคMonster Beverage $MNST ๐ฎIDEXX Laboratories $IDXX ๐Old Dominion Freight $ODFL ๐จ๐ฝ๐ปAutomatic Data Processing $ADP #stocks #investing _______ : . . . ." @DimitryNakhla on X 2023-07-16 13:54:48 UTC 14.5K followers, 44.8K engagements
"Even accounting for the current drop Dev did generate roughly $900M from his $FICO investment since 2022 & $FICO is up more than +250% since 2022 To your point though it will be interesting to see if he trimmed $FICO in the latest quarter wouldnt be surprised if he added $MSFT as well Maintaining that position in $FICO (32% allocation) despite its valuation especially when it traded above $2000 in May 2025 is hard to justify imho" @DimitryNakhla on X 2025-07-09 21:25:11 UTC 14.5K followers, 1449 engagements
"Booking Holdings $BKNG Q1 2025 Report ๐ โ
Rev: $4.76B vs $4.58B (est) +8% YoY โ
EPS: $XXXXX vs $XXXXX (est) +22% YoY" @DimitryNakhla on X 2025-04-29 20:17:56 UTC 14.5K followers, 10.3K engagements
"@dividend_don $NVO still has a solid growth trajectory & we are likely still in the very early phase of GLP-1s & their potential Hahaha ๐" @DimitryNakhla on X 2025-07-10 16:43:27 UTC 14.5K followers, XXX engagements
"$FICO is now down -XX% from its highs ๐ Not uncommon when a stock trades for 80x" @DimitryNakhla on X 2025-07-15 17:56:26 UTC 14.5K followers, 11.1K engagements
"Booking Holdings stock $BKNG โ How obvious it looks now in hindsight A classic yet rare case of market neglect" @DimitryNakhla on X 2025-05-30 16:27:49 UTC 14.5K followers, 12.5K engagements
"10/10 Booking Holdings $BKNG โ YTD: +12% NTM P/E: 25x" @DimitryNakhla on X 2025-05-29 20:17:34 UTC 14.5K followers, 2014 engagements
"20 Stocks ROIC XX% & Have More Cash and Equivalents to Long-Term Debt ๐ต ๐ Nvidia $NVDA ๐ข NVR Inc $NVR ๐ Copart $CPRT ๐ค Fortinet $FTNT ๐ฉ Fastenal $FAST ๐ต Paychex $PAYX ๐ Graco Inc $GGG ๐ฟ A O Smith $AOS โ Microsoft $MSFT ๐ฑ Alphabet $GOOG ๐ฒ Taiwan Semi $TSM ๐จ Lam Research $LRCX ๐ฝ ASML Holding $ASML ๐ฅ Meta Platforms $META ๐พ Applied Materials $AMAT โ Booking Holdings $BKNG ๐ฅ Medpace Holdings $MEDP ๐ซ Edwards Lifesciences $EW ๐ Old Dominion Freight $ODFL ๐งฌ Vertex Pharmaceuticals $VRTX #stocks #investing" @DimitryNakhla on X 2024-09-16 12:06:17 UTC 14.5K followers, 7028 engagements
"4/10 Mastercard $MA ๐ธ YTD: +10% NTM P/E: 35x" @DimitryNakhla on X 2025-05-29 20:17:25 UTC 14.5K followers, XXX engagements
"@biopadawan Haha the chart is one thing the business is another Albeit $CPRT multiple expanded a bit much trading for 38x less than a year ago so this is normal price action regression to the mean due to less aggressive growth estimates A fair range for $CPRT is between 26x - 30x" @DimitryNakhla on X 2025-07-15 17:50:08 UTC 14.5K followers, XXX engagements
"Looking back at some of your best investment decisions & your worst investment mistakes can help you become a better investor ๐ธ Mistake # X & Best # X are my favorites You will benefit from reading this these are things I wish I knew early on ๐ฏ Here are X of my biggest MISTAKES ๐๐ฝ: X I waited too long to buy high-quality businesses I was mentored in 2016 & my mentor was a VALUE first investor (rather than QUALITY first) & was heavily influenced by Benjamin Grahams ideologies as it related to low multiples tangible assets etc. Higher multiples scared him off and as a result scared me off" @DimitryNakhla on X 2024-03-07 15:06:25 UTC 14.5K followers, 17.3K engagements
"8. Fair Isaac $FICO ๐ฆ 10-Year Return: +2031% 10-Year CAGR: +36% $10K โก $205K $FICO experienced X -XX% drawdowns" @DimitryNakhla on X 2025-06-26 12:01:54 UTC 14.5K followers, 3150 engagements
"3. MSCI Inc $MSCI ๐ Share Reduction: -X% EPS Boost: +9% EPS CAGR: +16%" @DimitryNakhla on X 2025-07-15 16:32:13 UTC 14.5K followers, 1022 engagements
"5 Quality Stocks Trading at Lower P/E & Higher FCF Yield Than 5-Year Average Forecasted 3-Year EPS CAGR* LTM ROIC ๐ต X ASML Holding $ASML โ Avg P/E: 35x Avg FCF Yield: XXX% NTM P/E: 29x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X MSCI Inc $MSCI ๐ Avg P/E: 42x Avg FCF Yield: XXX% NTM P/E: 31x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X Salesforce $CRM ๐ Avg P/E: 42x Avg FCF Yield: XXX% NTM P/E: 22x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X Copart $CPRT ๐ Avg P/E: 33x Avg FCF Yield: XXX% NTM P/E: 29x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X MercadoLibre $MELI" @DimitryNakhla on X 2025-06-16 13:19:55 UTC 14.5K followers, 14.7K engagements
"20 Stocks That Have Maintained A ROIC Of XX% Or More For The Last X Years ๐ธ ๐ณ Visa $V ๐ Apple $AAPL ๐ข NVR Inc $NVR ๐ Copart $CPRT ๐ค Fortinet $FTNT ๐ฉ Fastenal $FAST ๐ต Paychex $PAYX ๐ Graco Inc $GGG ๐ MSCI Inc $MSCI ๐ฟ A O Smith $AOS ๐ต Mastercard $MA โ Microsoft $MSFT ๐ฒ Taiwan Semi $TSM โ W W Grainger $GWW ๐ฐAutomatic Data $ADP ๐จ Lam Research $LRCX ๐ฅ Meta Platforms $META ๐ถ Idexx Laboratories $IDXX ๐ซ Edwards Lifesciences $EW ๐ Old Dominion Freight $ODFL #stocks #investing" @DimitryNakhla on X 2024-07-14 13:38:37 UTC 14.5K followers, 25.1K engagements
"2. Paychex $PAYX ๐ต Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 1.73x" @DimitryNakhla on X 2025-07-10 12:30:12 UTC 14.5K followers, XXX engagements
"Operating leverage is a powerful driver in investing enabling companies to boost operating margins & amplify profitability Here are XX stocks that grew operating margins by 20%+ from 2014 - 2024 ๐ธ X. $ASML XXXX% โก XXXX% +23% X. $NVO XXXX% โก XXXX% +24% X. $GOOG XXXX% โก XXXX% +28% X. $MSFT XXXX% โก XXXX% +33% X. $CPRT XXXX% โก XXXX% +37% X. $WM XXXX% โก XXXX% +40% X. $ADP XXXX% โก XXXX% +47% X. $MSCI XXXX% โก XXXX% +59% X. $FICO XXXX% โก XXXX% +102% XX. $NVDA XXXX% โก XXXX% +285% ___ Operating leverage measures a companys ability to boost operating income disproportionately with revenue growth driven" @DimitryNakhla on X 2025-07-07 19:52:26 UTC 14.5K followers, 11.4K engagements
"6/10 Fair Isaac $FICO +33% CAGR ๐ฆ EPS CAGR: +25% Multiple Expansion: +6%" @DimitryNakhla on X 2025-06-07 17:23:24 UTC 14.5K followers, 1938 engagements
"1. ASML Holding $ASML โ Share Reduction: -X% EPS Boost: +6% EPS CAGR: +26%" @DimitryNakhla on X 2025-07-15 16:32:10 UTC 14.5K followers, 1463 engagements
"@kanavaggar95771 No worries Well heres a question for you: Does any of that matter if $FICO can grow EPS at a XX% - XX% CAGR over the next X years" @DimitryNakhla on X 2025-07-15 18:15:10 UTC 14.5K followers, XXX engagements
"9. Apple $AAPL ๐ฑ Share Reduction: -XX% EPS Boost: +19% EPS CAGR: +15%" @DimitryNakhla on X 2025-07-15 16:32:22 UTC 14.5K followers, 2052 engagements
"15 Quality Compounders With An Annual ROIC XX% For Last X Consecutive Years (Average) ๐ธ ๐ณ Visa $V (30%) ๐ Copart $CPRT (24%) ๐ข NVR Inc $NVR (39%) ๐ฆ Fair Isaac $FICO (44%) ๐ต Mastercard $MA (52%) ๐ KLA Corp $KLAC (35%) โ Microsoft $MSFT (30%) ๐ค Taiwan Semi $TSM (25%) ๐งฌ Novo Nordisk $NVO (67%) ๐จ Lam Research $LRCX (36%) ๐งพ Automatic Data $ADP (50%) โ ASML Holding $ASML (40%) ๐ธ Meta Platforms $META (27%) ๐ฟ Applied Materials $AMAT (35%) ๐ Old Dominion Freight $ODFL (34%)" @DimitryNakhla on X 2025-01-17 15:31:42 UTC 14.5K followers, 44.6K engagements
"4. Visa $V ๐ณ Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 6.20x" @DimitryNakhla on X 2025-07-10 12:30:15 UTC 14.5K followers, 2460 engagements
"5/10 Lam Research $LRCX ๐จ YTD: +16% NTM P/E: 33x" @DimitryNakhla on X 2025-05-29 20:17:27 UTC 14.5K followers, XXX engagements
"@Fred_Abyss Yup $MSCI is in my portfolio ๐๐ฝ there are many excellent businesses that arent included in the XI (as with a great futbol squad) this so happens to be the starting line up today ๐๐๐ฝ" @DimitryNakhla on X 2025-07-10 20:37:04 UTC 14.5K followers, XXX engagements
"7. Fair Isaac $FICO ๐ฆ Current Drawdown: -XX% NTM P/E: 46x PEG: 2.00" @DimitryNakhla on X 2025-07-17 12:31:58 UTC 14.5K followers, XXX engagements
"8. Airbnb $ABNB ๐ Current Drawdown: -XX% NTM P/E: 32x PEG: 1.70" @DimitryNakhla on X 2025-07-17 12:32:00 UTC 14.5K followers, XXX engagements
"Looking at $ASML Service & Field Option Quarterly Revenue as a percentage of Total Revenue Not only has this segment compounded at an attractive rate (+19.7%) but it also represented more than 1/4 of Total Revenue in the latest quarterly report" @DimitryNakhla on X 2025-07-17 15:02:48 UTC 14.5K followers, 4542 engagements
"@LWRCapital Yes you can see my latest comments on $CPRT by looking up the tikr in the search bar on my profile & sort by latest comments ๐๐ฝ" @DimitryNakhla on X 2025-07-16 16:06:19 UTC 14.5K followers, XX engagements
"3. MSCI Inc $MSCI ๐ NTM P/E: 32.28x 5-Year Avg: 42.56x NTM FCF Yield: XXXX% 5-Year Avg: XXXX% LTM ROIC: 42%" @DimitryNakhla on X 2025-05-03 14:18:50 UTC 14.5K followers, 1409 engagements
"15 Quality Stocks That Maintained ROIC XX% in the Last X Years Average ROIC ๐ธ ๐ณ Visa $V XX% ๐ฑ Apple $AAPL XX% ๐ Copart $CPRT XX% ๐งพ Paychex $PAYX XX% ๐ MSCI Inc $MSCI XX% ๐ฆ Fair Isaac $FICO XX% ๐ต Mastercard $MA XX% โ Microsoft $MSFT XX% ๐จ Philip Morris $PM XX% ๐งฌ Novo Nordisk $NVO XX% ๐จ Lam Research $LRCX XX% โ ASML Holding $ASML XX% ๐ธ Meta Platforms $META XX% ๐ฉ๐ป๐ฌ Vertex Pharmaceuticals $VRTX XX% ๐ฐ Automatic Data Processing $ADP 50%" @DimitryNakhla on X 2025-03-13 11:46:08 UTC 14.5K followers, 23.1K engagements
"4. Equifax $EFX ๐ต Current Drawdown: -XX% NTM P/E: 32x PEG: 1.23" @DimitryNakhla on X 2025-07-17 12:31:51 UTC 14.5K followers, XXX engagements
"5. Equifax $EFX ๐ฆ (Oligopoly) NTM P/E: 31.15x 5-Year Mean: 29.20x 2025E: $XXXX (3.9% YoY) 2026E: $XXXX (23.3% YoY) 2027E: $XXXXX (29.3% YoY)" @DimitryNakhla on X 2025-03-17 12:15:13 UTC 14.5K followers, 1662 engagements
"3. Brown & Brown $BRO ๐ผ Current Drawdown: -XX% NTM P/E: 24x PEG: 2.00" @DimitryNakhla on X 2025-07-17 12:31:50 UTC 14.5K followers, XXX engagements
"@thealexlovell Thank you Alex $ASML could very well grow FCF at XX% CAGR over the next 5-7 years" @DimitryNakhla on X 2025-07-15 14:05:28 UTC 14.5K followers, XXX engagements
"8. Fair Isaac $FICO ๐ฆ Share Reduction: -XX% EPS Boost: +19% EPS CAGR: +26%" @DimitryNakhla on X 2025-07-15 16:32:20 UTC 14.5K followers, 1501 engagements
"MSCI Inc $MSCI Q1 Earnings Report๐ฏ Rev: $745M vs $744M estโ
+10% YoY EPS: $XXXX vs $XXXX est โ
+14% YoY ___ One of the stickiest businesses in the ๐" @DimitryNakhla on X 2025-04-22 20:00:51 UTC 14.5K followers, 12.8K engagements
"10 Quality Stocks FCF CAGR XX% Past X Years That Trade for Cheaper P/FCF Today๐ต* ๐ธ Visa $V XX% CAGR ๐ณ Mastercard $MA XX% CAGR ๐ MSCI Inc $MSCI XX% CAGR ๐พ Synopsys $SNPS XX% CAGR ๐ฑ Google $GOOG XX% CAGR โ ASML $ASML XX% CAGR ๐ Salesforce $CRM XX% CAGR ๐ Copart $CPRT XX% CAGR ๐ค Nvidia $NVDA XX% CAGR ๐ค MercadoLibre $MELI XX% CAGR ___ *NTM FCF Yield vs exactly X years ago" @DimitryNakhla on X 2025-06-20 17:07:36 UTC 14.5K followers, 16.2K engagements
"Starting to like $FICO here $1600 The best way to mediate the risk of its rich premium is to strategically acquire the business in tranches: 1/3 $1500 1/3 $1250 1/3 $1000 Average near $1200 & a PEG 2.00x assuming $FICO can meet estimates over next X years" @DimitryNakhla on X 2025-07-10 13:40:03 UTC 14.5K followers, 11K engagements
"Investing in companies growing revenues at a faster percentage than cost of goods sold (COGS) is a potent strategy highlighting strong pricing power & efficiency that enhance profit margins Here are X stocks with revenue growth at least 1.50x their COGS over the past X years๐งต" @DimitryNakhla on X 2025-07-10 12:30:09 UTC 14.5K followers, 7216 engagements
"With markets near all time highs it could be tempting to chase the hot winners As a long-term investor I get excited when proven high-quality stocks fallgiving us a shot at finding value Below is a list of XX wide-moat stocks down at least -XX% from their highs ๐งต" @DimitryNakhla on X 2025-07-17 12:31:43 UTC 14.5K followers, 4651 engagements
"A quality valuation analysis on $GOOG ๐ง๐ฝโ NTM P/E Ratio: 19.32x 10-Year Mean: 23.69x NTM FCF Yield: XXXX% 10-Year Mean: XXXX% As you can see $GOOG appears to be trading below fair value Going forward investors can receive XX% MORE in earnings per share & X% LESS in FCF per share ๐ง *** Before we get into valuation lets take a look at why $GOOG is a great business BALANCE SHEETโ
Cash & Short-Term Inv: $95.33B Long-Term Debt: $10.89B $GOOG has a strong balance sheet an AA+ S&P Credit Rating & 467x FFO Interest Coverage RETURN ON CAPITALโ
2020: XXXX% 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024:" @DimitryNakhla on X 2025-07-11 16:48:31 UTC 14.5K followers, 13.8K engagements
"5. Tractor Supply $TSCO ๐ Share Reduction: -XX% EPS Boost: +11% EPS CAGR: +16%" @DimitryNakhla on X 2025-07-15 16:32:16 UTC 14.5K followers, XXX engagements
"2/5 Monster Beverage $MNST ๐ง EPS CAGR: XXXXX% LTM ROIC: XX% $MNST has sustained XX years of consistent revenue growth by dominating the energy drink market with its strong brand and global distribution leveraging shared scale economies and strategic partnerships" @DimitryNakhla on X 2025-06-12 13:42:50 UTC 14.5K followers, 1492 engagements
"Given its consistency $CRM is under-appreciated At $276๐ต per share its valuation relative to growth potential makes it a compelling investment" @DimitryNakhla on X 2025-05-27 16:52:46 UTC 14.5K followers, 9552 engagements
"๐พ Synospsys $SNPS +17% ๐ฝ Cadence Design $CDNS +13% Occasionally the market dips due to perceived short-term headwinds presenting a golden opportunity that demands swift decisive action This is why its always prudent to have your buy price targets set in advance" @DimitryNakhla on X 2025-07-03 13:40:29 UTC 14.5K followers, 7699 engagements
"9/10 Apple $AAPL +20% CAGR ๐ฑ EPS CAGR: +17% Multiple Expansion: +11%" @DimitryNakhla on X 2025-06-07 17:23:28 UTC 14.5K followers, 2946 engagements
"5. Copart $CPRT ๐ Current Drawdown: -XX% NTM P/E: 28x PEG: 2.10" @DimitryNakhla on X 2025-07-17 12:31:53 UTC 14.5K followers, XXX engagements
"@Longtermloren Yup the tariff news is noise $MELI will be just fine" @DimitryNakhla on X 2025-07-10 14:12:33 UTC 14.5K followers, XXX engagements
"10. NVR Inc $NVR ๐ข Share Reduction: -XX% EPS Boost: +23% EPS CAGR: +16%" @DimitryNakhla on X 2025-07-15 16:32:23 UTC 14.5K followers, 1912 engagements
"1. Arthur J Gallagher $AJG ๐ Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 1.71x" @DimitryNakhla on X 2025-07-10 12:30:11 UTC 14.5K followers, XXX engagements
"3/15 Taiwan Semiconductor $TSM ๐ฝ Down: -24%" @DimitryNakhla on X 2025-03-11 12:36:37 UTC 14.5K followers, 1325 engagements
"@Fred_Abyss Thanks for the kind words I really appreciate it I like to keep it simple and let the numbers tell the storyfocusing on fundamentals avoids spinning a narrative that might cloud judgment with confirmation bias $MSCI is an excellent business I own both $SPGI & $MSCI" @DimitryNakhla on X 2025-07-07 20:31:00 UTC 14.5K followers, XXX engagements
"7 Reasons WHY $BKNG (Booking Holdings) Should Be On Your Watchlist ๐ธ X $BKNG has grown revenue for XX out of the last XX years X $BKNG has increased earnings per share (EPS) for XX out of the last XX years X Strong & consistent ROIC (drop in 2020 due to global restrictions) X Opportunity for growth in operating and net income margins X A fortress balance sheet with $16.33B in cash & $13.36B in long term debt X Aggressive share buybacks (33% decrease in shares outstanding since 2013 leading to a XX% boost in EPS) X $BKNG recently initiated a $XXXXX per share dividend that will likely grow at" @DimitryNakhla on X 2024-08-19 21:44:19 UTC 14.5K followers, 81.2K engagements
"Netflix $NFLX Double Beat Q2 2025 Report โ
Revenue: $11.08B (+16% YoY) โ
EPS: $XXXX (+47% YoY)" @DimitryNakhla on X 2025-07-17 20:09:51 UTC 14.5K followers, 3337 engagements
"Berkshire Hathaway is down -XXXX% from its highsthe largest drawdown in X years $BRK.A $BRK.B appears to be fairly valued at $471๐ต & a good buy with a margin of safety at $425๐ต" @DimitryNakhla on X 2025-07-16 19:54:37 UTC 14.5K followers, 20.3K engagements
"$BKNG is an ideal case of market neglect โ Hard to believe yet $BKNG stock is up +57% since my August post highlighting why its a great business I also shared several analyses suggesting it was a compelling investment at $3700 & most recently at $4300 ๐ต" @DimitryNakhla on X 2025-07-07 22:30:49 UTC 14.5K followers, 10K engagements
"Tomorrow marks one year since this FUT-inspired post so Ill share an updated XI ๐ If you havent read it yet I encourage you to check it outits a quick read that could sharpen your investing mindset ๐ฏ Feel free to craft your own XI and share it in tomorrows post #YNWA" @DimitryNakhla on X 2025-07-09 19:53:46 UTC 14.5K followers, 5926 engagements
"8. Copart $CPRT ๐ NTM Feb 2020 P/E: 32.84x NTM Feb 2025 P/E: 34.25x Stock Price: +137%" @DimitryNakhla on X 2025-02-22 14:41:45 UTC 14.5K followers, 1644 engagements
"5/10 Nvidia $NVDA +74% CAGR ๐ค EPS CAGR: +83% Multiple Compression: -30%" @DimitryNakhla on X 2025-06-07 17:23:23 UTC 14.5K followers, 1564 engagements
"9/10 S&P Global $SPGI ๐ฐ YTD: +4% NTM P/E: 29x" @DimitryNakhla on X 2025-05-29 20:17:33 UTC 14.5K followers, 2188 engagements
"GE Aerospace $GE reports Q2 2025 earnings tomorrow morning ๐ REV est: $9.58B (+5.4% YoY) EPS est: $XXXX (+17.5% YoY) In FY 2024 services revenue accounted for XX% of total revenue๐ฐ Dont overlook $GE its not the same company it was years ago as I detailed in May๐๐ฝ" @DimitryNakhla on X 2025-07-16 21:28:30 UTC 14.5K followers, 7285 engagements
"Less than X months ago I highlighted $SNPS as a good purchase at $457๐ต Since then $SNPS has surged +28%โ
Bummer that it bounced back so quickly As I stated: $SNPS will thrive as AI and tech advancements drive chip demand boosting the need for its cutting-edge semiconductor design software that helps create faster smarter chips among other things $SNPS offers a stellar way to tap into the semiconductor boom delivering steady predictable growth and reliable recurring revenue for investors seeking stability in the space You can find the original valuation analysis in the post below๐๐ฝ" @DimitryNakhla on X 2025-07-18 01:30:05 UTC 14.5K followers, 1430 engagements
/creator/x::DimitryNakhla