Dark | Light
[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 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::536792998.png) @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)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::536792998/c:line/m:interactions.svg)

- X Week XXXXXXX +127%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +81%
- X Year XXXXXXXXX +95%

### Mentions: XXX [#](/creator/twitter::536792998/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::536792998/c:line/m:posts_active.svg)

- X Month XXX -XX%
- X Months XXX +75%
- X Year XXXXX +95%

### Followers: XXXXXX [#](/creator/twitter::536792998/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::536792998/c:line/m:followers.svg)

- 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)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::536792998/c:line/m:influencer_rank.svg)

### 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 ๐Ÿ“Š Take a look at the companys cloud subscription revenue as a percentage of total revenue๐Ÿ‘‡๐Ÿฝ"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ—“ 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ต ๐Ÿ’ณ Visa $V XX% XX% ๐Ÿ“ธ Meta $META XX% XX% ๐Ÿ“ฑ Apple $AAPL XX% XX% โ˜€ ASML $ASML XX% XX% ๐Ÿš˜ Copart $CPRT XX% XX% ๐Ÿข NVR Inc $NVR XX% XX% ๐Ÿ–ฑ Google $GOOG XX% XX% ๐ŸŒ MSCI Inc $MSCI XX% XX% ๐Ÿ’ธ Mastercard $MA XX% XX% ๐Ÿฆ Fair Isaac $FICO XX% XX% ๐Ÿ’พ Microsoft $MSFT XX% XX% ๐Ÿ’ฝ Taiwan Semi $TSM XX% XX% ๐Ÿงฌ Novo Nordisk $NVO XX% XX% ๐Ÿ’ฐAutomatic Data $ADP XX% XX% ๐Ÿ–จ Lam Research $LRCX XX% 16%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ฝ Share Reduction: -XX% EPS Boost: +14% EPS CAGR: +17%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿท"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ต 10-Year Return: +402% 10-Year CAGR: +17% $10K โžก $55K $SPGI experienced X -XX% drawdowns"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿค– 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 know๐Ÿ‘‡๐Ÿฝ X. INTRO ๐Ÿ“ 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿค”๐Ÿ˜‰"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ‘Œ๐Ÿฝ"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ‘€"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ–จ EPS CAGR: +20% Multiple Expansion: +17%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1931401644861800686) 2025-06-07 17:23:30 UTC 14.5K followers, 2883 engagements


"BUYBACK KINGS ๐Ÿ‘‘ XX Quality Stocks That Reduced Share Count XX% last XX Years ๐Ÿ’ต ๐ŸงMoodys $MCO 2014 shares: 214.70M 2024 shares: 182.70M % reduction: XX% EPS boost: XX% ๐Ÿงฌ Novo Nordisk $NVO 2014 shares: 5.26B 2024 shares: 4.46B % reduction: XX% EPS boost: XX% ๐Ÿ’ณVisa $V 2014 shares: 2.52B 2024 shares: 2.02B % reduction: XX% EPS boost: XX% ๐Ÿ–จ Lam Research $LRCX 2014 shares: 1.65B 2024 shares: 1.31B % reduction: XX% EPS boost: XX% ๐Ÿ’ธMastercard $MA 2014 shares: 1.17B 2024 shares: 0.93B % reduction: XX% EPS boost: XX% ๐ŸขNVR Inc $NVR 2014 shares: 4.44M 2024 shares: 3.32M % reduction: XX% EPS boost:"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿง˜๐Ÿฝโ™‚ 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 share๐Ÿง *** Before we get into valuation lets take a look at why $CPRT is a quality business BALANCE SHEETโœ… Cash & Equivalents: $4.38B Long-Term Debt: $X $CPRT has an excellent balance sheet RETURN ON CAPITALโœ… 2020: XXXX% 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: XXXX% RETURN ON EQUITYโœ… 2020: XXXX% 2021:"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ”– 2018: $ROP +3% vs $SPY -X% 2022: $ROP -XX% vs $SPY -18%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ธ ๐Ÿข NVR Inc $NVR 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐Ÿš› Old Dominion Freight $ODFL 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐Ÿ’ผ Brown & Brown $BRO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐Ÿšœ Tractor Supply $TSCO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ โš— Graco $GGG 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐Ÿง FactSet Research $FDS 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: 11.1%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ต ๐Ÿค– $NVDA XX% 35x ๐Ÿ—‚ $INTU XX% 33x ๐Ÿ–ฑ $GOOG XX% 26x ๐Ÿ’ณ $MA XX% 36x ๐Ÿฆ $FICO XX% 55x โ˜ $MSFT XX% 49x ๐Ÿ’ธ $EFX XX% 34x โ˜€ $ASML XX% 33x ๐Ÿ‘พ $SNPS XX% 40x ๐Ÿ“ฆ $AMZN XX% 52x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿงฌ Current Drawdown: -XX% NTM P/E: 16x PEG: 1.45"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ“ˆ 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ‘Œ๐Ÿฝ"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 โœ… Revenue: 7.69B (+23% YoY) โœ… EPS: XXXX (+47% YoY) Net bookings: 5.54B (2.3B EUV / 42%)"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿš˜"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿฆ 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿฆ Revenue CAGR: XXX% COGS CAGR: XXXX% Revenue / COGS: 12.23x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ฐ Equifax $EFX X% ๐ŸŽจ Sherwin Williams $SHW X% ๐Ÿ›’ Costco $COST X% ๐Ÿถ Idexx Labs $IDXX X% ๐Ÿ“ˆ FactSet Research $FDS X% ๐Ÿ”ฉ Fastenal $FAST XX% ๐Ÿ‘พ Synopsys $SNPS XX% ๐Ÿ’ผ Brown & Brown $BRO XX% ๐Ÿšœ Tractor Supply $TSCO XX% ๐Ÿ’พ Cadence Design $CDNS XX% ๐Ÿฅค Monster Becerage $MNST XX% ๐Ÿฆ Intercontinental Exchange $ICE XX% ๐ŸŽฅ Netflix $NFLX XX% ๐Ÿ“ฆ Amazon $AMZN XX% ๐Ÿค MercadoLibre $MELI 38%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿง˜๐Ÿฝโ™‚ 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 share๐Ÿง *** Before we get into valuation lets take a look at why $ASML is an excellent business (*Financials in USD*) BALANCE SHEETโœ… Cash & Short Term Inv: $9.85B Long-Term Debt: $3.98B $ASML has a strong balance sheet & 70x FFO Interest Coverage RETURN ON CAPITALโœ… 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: 48.2%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿงต"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿฎ 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1933157185032237531) 2025-06-12 13:39:23 UTC 14.5K followers, XXX engagements


": โœ… X. Dominos Pizza $DPZ ๐Ÿ• _______ : โœ… X. Texas Instruments $TXN ๐Ÿงฎ _______ : โœ… X. NVR Inc $NVR ๐Ÿ  _______ : โœ… X. VeriSign $VRSN _______ : โœ… X. Home Depot $HD ๐Ÿ”จ _______ : โœ… X. Zoetis $ZTS ๐Ÿฉ X. Graco Inc $GGG ๐Ÿ“ X. Mastercard $MA ๐Ÿ’ณ X. Philip Morris $PM ๐Ÿšฌ XX. Lam Research $LRCX ๐Ÿ–ฅ XX. Veeva Systems $VEEV ๐Ÿ‘จ๐Ÿฝ๐Ÿ’ป XX. Colgate-Palmolive $CL ๐Ÿงด XX. Waters Corporation $WAT ๐Ÿšพ _______ : โœ… XX. Hershey $HSY ๐Ÿซ XX. Amgen $AMGN ๐Ÿงฌ XX. MSCI Inc $MSCI ๐Ÿช XX. KLA Corp $KLAC ๐Ÿ’ป XX. Microsoft $MSFT XX. Alphabet $GOOG ๐Ÿ‘จ๐Ÿฝ๐Ÿ’ป XX. Yum Brands $YUM ๐ŸŒฎ XX. Factset Research $FDS ๐Ÿ“ˆ XX. West Pharmaceutical $WST"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1672334626872852481) 2023-06-23 20:03:40 UTC 14.5K followers, 88.9K engagements


"๐Ÿข NVR Inc $NVR EPS CAGR: XXXX% LTM ROIC: 37.1%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ธ $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 โ™พ $ABNB $11.5B $X โ™พ"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1942935724338082004) 2025-07-09 13:15:49 UTC 14.5K followers, 6448 engagements


"6. Salesforce $CRM ๐Ÿ“Š Current Drawdown: -XX% NTM P/E: 22x PEG: 1.69"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823780359504331) 2025-07-17 12:31:55 UTC 14.5K followers, XXX engagements


"3. VeriSign $VRSN ๐Ÿ•ธ Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 4.00x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ต X. MercadoLibre $MELI NTM P/E 43x ๐Ÿค X. MSCI Inc $MSCI NTM P/E 32x ๐ŸŒ X. Mastercard $MA NTM P/E 32x ๐Ÿ’ณ X. Amazon $AMZN NTM P/E 29x ๐Ÿ“ฆ X. S&P Global $SPGI NTM P/E 27x ๐Ÿ“ˆ X. Synopsys $SNPS NTM P/E 27x ๐Ÿ‘พ 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 ๐Ÿ–จ XX. Novo Nordisk $NVO NTM P/E 17x ๐Ÿงฌ"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ—“ REV est: $11.05B (+15% YoY) EPS est: $XXXX (+49% YoY)"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823811229626397) 2025-07-17 12:32:02 UTC 14.5K followers, 1731 engagements


"2. Visa $V ๐Ÿ’ณ Share Reduction: -X% EPS Boost: +8% EPS CAGR: +13%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ–จ 5-Year Mean P/E: 17.95x LTM P/E: 16.90x LTM ROIC: 32%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 XI๐ŸŸ 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 year๐Ÿ˜‰"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ—“ REV est: $11.05B (+15% YoY) EPS est: $XXXX (+45% YoY)"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ต ๐Ÿ–ฅ CDW Corp $CDW 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿ—ณ Broadridge Financial $BR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿฆ Fair Isaac Corp $FICO 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿšพ Agilent Technologies $A 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿข NVR Inc $NVR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿšฟ A O Smith $AOS 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% ๐Ÿ“ˆ FactSet Research $FDS 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿชซ Amphenol $APH 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% ๐Ÿฅ Medpace $MEDP 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐ŸŠ๐Ÿผโ™‚ Pool Corp"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ต ๐Ÿฆ Fair Isaac $FICO LTM ROIC: XX% Market Cap: $45B % Down: -XX% ๐Ÿข NVR Inc $NVR LTM ROIC: XX% Market Cap: $27B % Down: -XX% ๐Ÿšฟ A O Smith $AOS LTM ROIC: XX% Market Cap: $9B % Down: -XX% ๐Ÿ• IDEXX Labs $IDXX LTM ROIC: XX% Market Cap: $38B % Down: -XX% ๐Ÿ“Š Manhattan Associates $MANH LTM ROIC: XX% Market Cap: $12B % Down: -XX% ๐ŸŠ๐Ÿผโ™‚ Pool Corp $POOL LTM ROIC: XX% Market Cap: $13B % Down: -43%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐ŸŒ Current Drawdown: -XX% NTM P/E: 32x PEG: 2.88"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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% ๐Ÿš˜ X. MSCI Inc $MSCI +19% ๐ŸŒ X. Intuit $INTU +20% ๐Ÿ—‚ X. Cadence Design $CDNS +22% ๐Ÿ’พ X. Synopsys $SNPS +24% ๐Ÿ‘พ X. Veeva Systems $VEEV +25% ๐Ÿ–ฅ X. Fair Isaac $FICO +26% ๐Ÿฆ"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 Ratings๐Ÿ’ต AAA Microsoft $MSFT โ˜ AA+ Apple $AAPL ๐Ÿ“ฑ Google $GOOG ๐Ÿ–ฑ AA Costco $COST ๐Ÿ›’ Amazon $AMZN ๐Ÿ“ฆ Novo Nordisk $NVO ๐Ÿงฌ AA- Visa $V ๐Ÿ’ธ Meta $META ๐Ÿ“ธ Nvidia $NVDA ๐Ÿค– Taiwan Semi $TSM ๐Ÿ’ฝ Automatic Data $ADP ๐Ÿ’ฐ A+ Mastercard $MA ๐Ÿ’ณ Salesforce $CRM ๐Ÿ“Š A Applied Materials $AMAT ๐Ÿ’ฟ A- Intuit $INTU ๐Ÿ—‚ Lam Research $LRCX ๐Ÿ–จ Booking Holdings $BKNG โœˆ Intercontinental Exchange $ICE ๐Ÿฆ"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ธ Share Reduction: -XX% EPS Boost: +11% EPS CAGR: +12%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ“ˆ X. Fair Isaac $FICO ๐Ÿ’ฐ (+8.08% CAGR) X. Equifax $EFX ๐Ÿ’ธ (+8.83)% CAGR X. IDEXX Labs $IDXX ๐Ÿถ (+10.12% CAGR) X. S&P Global $SPGI ๐Ÿ’ต (+10.89% CAGR) X. MSCI Inc $MSCI ๐ŸŒ (+11.10% CAGR) X. Cadence Design $CDNS ๐Ÿ’พ (+11.37% CAGR) X. Synopsys $SNPS ๐Ÿ‘พ (+11.53% CAGR) X Intercontinental Exchange $ICE ๐Ÿฆ (+11.61% CAGR) X. Amazon $AMZN ๐Ÿ“ฆ (+21.77% CAGR) XX. Medpace $MEDP ๐Ÿฅ (+21.94% CAGR)"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿงƒ 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ROIC๐Ÿงต #stocks #investing"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐ŸŒ (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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿง  special shoutout to @Clay_Finck your TIP podcast is superb & its always a joy to tune in"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ต ๐ŸฉZoetis $ZTS ๐Ÿ“ธMeta $META ๐Ÿ–ŒAdobe $ADBE ๐ŸขNVR Inc $NVR ๐Ÿš˜Copart $CPRT ๐ŸซฆInmode $INMD ๐Ÿ’ฐPaycom $PAYC ๐Ÿ”ฉFastenal $FAST ๐Ÿ’ธPaychex $PAYX ๐ŸชฒRollins Inc $ROL ๐ŸšฟA O Smith $AOS ๐Ÿ’ณMastercard $MA ๐Ÿ’ผAccenture $ACN ๐Ÿ“ฒLam Research $LRCX ๐ŸงฎTexas Instruments $TXN ๐ŸงฐThe Toro Company $TTC ๐ŸฅคMonster Beverage $MNST ๐ŸฎIDEXX Laboratories $IDXX ๐Ÿš›Old Dominion Freight $ODFL ๐Ÿ‘จ๐Ÿฝ๐Ÿ’ปAutomatic Data Processing $ADP #stocks #investing _______ :   .        .               .    ."  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ—“ โœ… Rev: $4.76B vs $4.58B (est) +8% YoY โœ… EPS: $XXXXX vs $XXXXX (est) +22% YoY"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ˜‚"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ“‰ Not uncommon when a stock trades for 80x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 โœˆ How obvious it looks now in hindsight A classic yet rare case of market neglect"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 โœˆ YTD: +12% NTM P/E: 25x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ต ๐Ÿ“ˆ Nvidia $NVDA ๐Ÿข NVR Inc $NVR ๐Ÿš— Copart $CPRT ๐Ÿค– Fortinet $FTNT ๐Ÿ”ฉ Fastenal $FAST ๐Ÿ’ต Paychex $PAYX ๐Ÿ“ Graco Inc $GGG ๐Ÿšฟ A O Smith $AOS โ˜ Microsoft $MSFT ๐Ÿ–ฑ Alphabet $GOOG ๐Ÿ“ฒ Taiwan Semi $TSM ๐Ÿ–จ Lam Research $LRCX ๐Ÿ’ฝ ASML Holding $ASML ๐ŸŽฅ Meta Platforms $META ๐Ÿ’พ Applied Materials $AMAT โœˆ Booking Holdings $BKNG ๐Ÿฅ Medpace Holdings $MEDP ๐Ÿซ€ Edwards Lifesciences $EW ๐Ÿš› Old Dominion Freight $ODFL ๐Ÿงฌ Vertex Pharmaceuticals $VRTX #stocks #investing"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ธ YTD: +10% NTM P/E: 35x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ธ Mistake # X & Best # X are my favorites You will benefit from reading this these are things I wish I knew early on ๐Ÿ’ฏ Here are X of my biggest MISTAKES ๐Ÿ‘Ž๐Ÿฝ: 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿฆ 10-Year Return: +2031% 10-Year CAGR: +36% $10K โžก $205K $FICO experienced X -XX% drawdowns"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐ŸŒ Share Reduction: -X% EPS Boost: +9% EPS CAGR: +16%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ต 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 ๐ŸŒ 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 ๐Ÿ“Š 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 ๐Ÿš˜ 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ธ ๐Ÿ’ณ Visa $V ๐ŸŽ Apple $AAPL ๐Ÿข NVR Inc $NVR ๐Ÿš— Copart $CPRT ๐Ÿค– Fortinet $FTNT ๐Ÿ”ฉ Fastenal $FAST ๐Ÿ’ต Paychex $PAYX ๐Ÿ“ Graco Inc $GGG ๐Ÿ“ˆ MSCI Inc $MSCI ๐Ÿšฟ A O Smith $AOS ๐Ÿ’ต Mastercard $MA โ˜ Microsoft $MSFT ๐Ÿ“ฒ Taiwan Semi $TSM โš™ W W Grainger $GWW ๐Ÿ’ฐAutomatic Data $ADP ๐Ÿ–จ Lam Research $LRCX ๐ŸŽฅ Meta Platforms $META ๐Ÿถ Idexx Laboratories $IDXX ๐Ÿซ€ Edwards Lifesciences $EW ๐Ÿš› Old Dominion Freight $ODFL #stocks #investing"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ต Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 1.73x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ธ X. $ASML XXXX% โžก XXXX% +23% X. $NVO XXXX% โžก XXXX% +24% X. $GOOG XXXX% โžก XXXX% +28% X. $MSFT XXXX% โžก XXXX% +33% X. $CPRT XXXX% โžก XXXX% +37% X. $WM XXXX% โžก XXXX% +40% X. $ADP XXXX% โžก XXXX% +47% X. $MSCI XXXX% โžก XXXX% +59% X. $FICO XXXX% โžก XXXX% +102% XX. $NVDA XXXX% โžก XXXX% +285% ___ Operating leverage measures a companys ability to boost operating income disproportionately with revenue growth driven"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿฆ EPS CAGR: +25% Multiple Expansion: +6%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945185386277306867) 2025-07-15 18:15:10 UTC 14.5K followers, XXX engagements


"9. Apple $AAPL ๐Ÿ“ฑ Share Reduction: -XX% EPS Boost: +19% EPS CAGR: +15%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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) ๐Ÿ’ธ ๐Ÿ’ณ Visa $V (30%) ๐Ÿš˜ Copart $CPRT (24%) ๐Ÿข NVR Inc $NVR (39%) ๐Ÿฆ Fair Isaac $FICO (44%) ๐Ÿ’ต Mastercard $MA (52%) ๐Ÿ“  KLA Corp $KLAC (35%) โ˜ Microsoft $MSFT (30%) ๐Ÿค– Taiwan Semi $TSM (25%) ๐Ÿงฌ Novo Nordisk $NVO (67%) ๐Ÿ–จ Lam Research $LRCX (36%) ๐Ÿงพ Automatic Data $ADP (50%) โ˜€ ASML Holding $ASML (40%) ๐Ÿ“ธ Meta Platforms $META (27%) ๐Ÿ’ฟ Applied Materials $AMAT (35%) ๐Ÿš› Old Dominion Freight $ODFL (34%)"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ณ Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 6.20x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ–จ YTD: +16% NTM P/E: 33x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ‘Œ๐Ÿฝ 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 ๐Ÿ˜‚๐Ÿ‘๐Ÿฝ"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿฆ Current Drawdown: -XX% NTM P/E: 46x PEG: 2.00"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823793974312989) 2025-07-17 12:31:58 UTC 14.5K followers, XXX engagements


"8. Airbnb $ABNB ๐Ÿ Current Drawdown: -XX% NTM P/E: 32x PEG: 1.70"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ‘Œ๐Ÿฝ"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐ŸŒ NTM P/E: 32.28x 5-Year Avg: 42.56x NTM FCF Yield: XXXX% 5-Year Avg: XXXX% LTM ROIC: 42%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ธ ๐Ÿ’ณ Visa $V XX% ๐Ÿ“ฑ Apple $AAPL XX% ๐Ÿš˜ Copart $CPRT XX% ๐Ÿงพ Paychex $PAYX XX% ๐ŸŒ MSCI Inc $MSCI XX% ๐Ÿฆ Fair Isaac $FICO XX% ๐Ÿ’ต Mastercard $MA XX% โ˜ Microsoft $MSFT XX% ๐Ÿ’จ Philip Morris $PM XX% ๐Ÿงฌ Novo Nordisk $NVO XX% ๐Ÿ–จ Lam Research $LRCX XX% โ˜€ ASML Holding $ASML XX% ๐Ÿ“ธ Meta Platforms $META XX% ๐Ÿ‘ฉ๐Ÿป๐Ÿ”ฌ Vertex Pharmaceuticals $VRTX XX% ๐Ÿ’ฐ Automatic Data Processing $ADP 50%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ต Current Drawdown: -XX% NTM P/E: 32x PEG: 1.23"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823764677095914) 2025-07-17 12:31:51 UTC 14.5K followers, XXX engagements


"5. Equifax $EFX ๐Ÿฆ (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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ผ Current Drawdown: -XX% NTM P/E: 24x PEG: 2.00"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿฆ Share Reduction: -XX% EPS Boost: +19% EPS CAGR: +26%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 Report๐ŸŽฏ Rev: $745M vs $744M estโœ… +10% YoY EPS: $XXXX vs $XXXX est โœ… +14% YoY ___ One of the stickiest businesses in the ๐ŸŒŽ"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 Today๐Ÿ’ต* ๐Ÿ’ธ Visa $V XX% CAGR ๐Ÿ’ณ Mastercard $MA XX% CAGR ๐ŸŒ MSCI Inc $MSCI XX% CAGR ๐Ÿ‘พ Synopsys $SNPS XX% CAGR ๐Ÿ–ฑ Google $GOOG XX% CAGR โ˜€ ASML $ASML XX% CAGR ๐Ÿ“Š Salesforce $CRM XX% CAGR ๐Ÿš˜ Copart $CPRT XX% CAGR ๐Ÿค– Nvidia $NVDA XX% CAGR ๐Ÿค MercadoLibre $MELI XX% CAGR ___ *NTM FCF Yield vs exactly X years ago"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 years๐Ÿงต"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿงต"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿง˜๐Ÿฝโ™‚ 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 ๐Ÿง *** Before we get into valuation lets take a look at why $GOOG is a great business BALANCE SHEETโœ… 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 CAPITALโœ… 2020: XXXX% 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024:"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿšœ Share Reduction: -XX% EPS Boost: +11% EPS CAGR: +16%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿงƒ 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 $276๐Ÿ’ต per share its valuation relative to growth potential makes it a compelling investment"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1927407644454629580) 2025-05-27 16:52:46 UTC 14.5K followers, 9552 engagements


"๐Ÿ‘พ Synospsys $SNPS +17% ๐Ÿ’ฝ 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ“ฑ EPS CAGR: +17% Multiple Expansion: +11%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1931401638410953139) 2025-06-07 17:23:28 UTC 14.5K followers, 2946 engagements


"5. Copart $CPRT ๐Ÿš˜ Current Drawdown: -XX% NTM P/E: 28x PEG: 2.10"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿข Share Reduction: -XX% EPS Boost: +23% EPS CAGR: +16%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ“Š Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 1.71x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ฝ Down: -24%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ธ 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 โœ… Revenue: $11.08B (+16% YoY) โœ… EPS: $XXXX (+47% YoY)"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 $471๐Ÿ’ต & a good buy with a margin of safety at $425๐Ÿ’ต"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 โœˆ 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 ๐Ÿ’ต"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐ŸŸ If you havent read it yet I encourage you to check it outits a quick read that could sharpen your investing mindset ๐ŸŽฏ Feel free to craft your own XI and share it in tomorrows post #YNWA"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943035874079359215) 2025-07-09 19:53:46 UTC 14.5K followers, 5926 engagements


"8. Copart $CPRT ๐Ÿš˜ NTM Feb 2020 P/E: 32.84x NTM Feb 2025 P/E: 34.25x Stock Price: +137%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿค– EPS CAGR: +83% Multiple Compression: -30%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ’ฐ YTD: +4% NTM P/E: 29x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 ๐Ÿ—“ REV est: $9.58B (+5.4% YoY) EPS est: $XXXX (+17.5% YoY) In FY 2024 services revenue accounted for XX% of total revenue๐Ÿ’ฐ Dont overlook $GE its not the same company it was years ago as I detailed in May๐Ÿ‘‡๐Ÿฝ"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 $457๐Ÿ’ต Since then $SNPS has surged +28%โœ… 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 below๐Ÿ‘‡๐Ÿฝ"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946019611998114224) 2025-07-18 01:30:05 UTC 14.5K followers, 1430 engagements

[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 Avatar @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 #

Engagements Line Chart

  • X Week XXXXXXX +127%
  • X Month XXXXXXX -XX%
  • X Months XXXXXXXXX +81%
  • X Year XXXXXXXXX +95%

Mentions: XXX #

Mentions Line Chart

  • X Month XXX -XX%
  • X Months XXX +75%
  • X Year XXXXX +95%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.51%
  • X Month XXXXXX +1.70%
  • X Months XXXXXX +21%
  • X Year XXXXXX +56%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


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 Social Posts #


Top posts by engagements in the last XX hours

"$MANH Manhattan Associates has been increasing its predictability ๐Ÿ“Š Take a look at the companys cloud subscription revenue as a percentage of total revenue๐Ÿ‘‡๐Ÿฝ"
@DimitryNakhla Avatar @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 Avatar @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 ๐Ÿ—“ 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 Avatar @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 Avatar @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 ๐Ÿ’ต ๐Ÿ’ณ Visa $V XX% XX% ๐Ÿ“ธ Meta $META XX% XX% ๐Ÿ“ฑ Apple $AAPL XX% XX% โ˜€ ASML $ASML XX% XX% ๐Ÿš˜ Copart $CPRT XX% XX% ๐Ÿข NVR Inc $NVR XX% XX% ๐Ÿ–ฑ Google $GOOG XX% XX% ๐ŸŒ MSCI Inc $MSCI XX% XX% ๐Ÿ’ธ Mastercard $MA XX% XX% ๐Ÿฆ Fair Isaac $FICO XX% XX% ๐Ÿ’พ Microsoft $MSFT XX% XX% ๐Ÿ’ฝ Taiwan Semi $TSM XX% XX% ๐Ÿงฌ Novo Nordisk $NVO XX% XX% ๐Ÿ’ฐAutomatic Data $ADP XX% XX% ๐Ÿ–จ Lam Research $LRCX XX% 16%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-05-10 13:56:53 UTC 14.5K followers, 18.3K engagements

"6. Lam Research $LRCX ๐Ÿ’ฝ Share Reduction: -XX% EPS Boost: +14% EPS CAGR: +17%"
@DimitryNakhla Avatar @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 ๐Ÿท"
@DimitryNakhla Avatar @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 Avatar @DimitryNakhla on X 2025-07-10 11:20:04 UTC 14.5K followers, XXX engagements

"7. S&P Global $SPGI ๐Ÿ’ต 10-Year Return: +402% 10-Year CAGR: +17% $10K โžก $55K $SPGI experienced X -XX% drawdowns"
@DimitryNakhla Avatar @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 ๐Ÿค– 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 know๐Ÿ‘‡๐Ÿฝ X. INTRO ๐Ÿ“ 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 Avatar @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 ๐Ÿค”๐Ÿ˜‰"
@DimitryNakhla Avatar @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 ๐Ÿ‘Œ๐Ÿฝ"
@DimitryNakhla Avatar @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 ๐Ÿ‘€"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-10 16:33:57 UTC 14.5K followers, XXX engagements

"10/10 Lam Research $LRCX +24% CAGR ๐Ÿ–จ EPS CAGR: +20% Multiple Expansion: +17%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-07 17:23:30 UTC 14.5K followers, 2883 engagements

"BUYBACK KINGS ๐Ÿ‘‘ XX Quality Stocks That Reduced Share Count XX% last XX Years ๐Ÿ’ต ๐ŸงMoodys $MCO 2014 shares: 214.70M 2024 shares: 182.70M % reduction: XX% EPS boost: XX% ๐Ÿงฌ Novo Nordisk $NVO 2014 shares: 5.26B 2024 shares: 4.46B % reduction: XX% EPS boost: XX% ๐Ÿ’ณVisa $V 2014 shares: 2.52B 2024 shares: 2.02B % reduction: XX% EPS boost: XX% ๐Ÿ–จ Lam Research $LRCX 2014 shares: 1.65B 2024 shares: 1.31B % reduction: XX% EPS boost: XX% ๐Ÿ’ธMastercard $MA 2014 shares: 1.17B 2024 shares: 0.93B % reduction: XX% EPS boost: XX% ๐ŸขNVR Inc $NVR 2014 shares: 4.44M 2024 shares: 3.32M % reduction: XX% EPS boost:"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-11 13:16:11 UTC 14.5K followers, 18.5K engagements

"A quality valuation analysis on $CPRT ๐Ÿง˜๐Ÿฝโ™‚ 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 share๐Ÿง *** Before we get into valuation lets take a look at why $CPRT is a quality business BALANCE SHEETโœ… Cash & Equivalents: $4.38B Long-Term Debt: $X $CPRT has an excellent balance sheet RETURN ON CAPITALโœ… 2020: XXXX% 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: XXXX% RETURN ON EQUITYโœ… 2020: XXXX% 2021:"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-13 15:59:36 UTC 14.5K followers, 10.5K engagements

"7. Roper Technologies $ROP ๐Ÿ”– 2018: $ROP +3% vs $SPY -X% 2022: $ROP -XX% vs $SPY -18%"
@DimitryNakhla Avatar @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 ๐Ÿ’ธ ๐Ÿข NVR Inc $NVR 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐Ÿš› Old Dominion Freight $ODFL 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐Ÿ’ผ Brown & Brown $BRO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐Ÿšœ Tractor Supply $TSCO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ โš— Graco $GGG 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐Ÿง FactSet Research $FDS 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: 11.1%"
@DimitryNakhla Avatar @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 ๐Ÿ’ต ๐Ÿค– $NVDA XX% 35x ๐Ÿ—‚ $INTU XX% 33x ๐Ÿ–ฑ $GOOG XX% 26x ๐Ÿ’ณ $MA XX% 36x ๐Ÿฆ $FICO XX% 55x โ˜ $MSFT XX% 49x ๐Ÿ’ธ $EFX XX% 34x โ˜€ $ASML XX% 33x ๐Ÿ‘พ $SNPS XX% 40x ๐Ÿ“ฆ $AMZN XX% 52x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-08 14:05:14 UTC 14.5K followers, 7387 engagements

"10. Novo Nordisk $NVO ๐Ÿงฌ Current Drawdown: -XX% NTM P/E: 16x PEG: 1.45"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 12:32:04 UTC 14.5K followers, 2912 engagements

"6 Stocks Trading Near My Buy Range ๐Ÿ“ˆ 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 Avatar @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 ๐Ÿ‘Œ๐Ÿฝ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-13 18:50:39 UTC 14.5K followers, XXX engagements

"$ASML with a double beat โœ… Revenue: 7.69B (+23% YoY) โœ… EPS: XXXX (+47% YoY) Net bookings: 5.54B (2.3B EUV / 42%)"
@DimitryNakhla Avatar @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 ๐Ÿš˜"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-05-25 16:27:37 UTC 14.5K followers, 16.2K engagements

"3/5 Intercontinental Exchange $ICE ๐Ÿฆ 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 Avatar @DimitryNakhla on X 2025-06-12 13:42:52 UTC 14.5K followers, 1762 engagements

"5. Fair Isaac $FICO ๐Ÿฆ Revenue CAGR: XXX% COGS CAGR: XXXX% Revenue / COGS: 12.23x"
@DimitryNakhla Avatar @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 ๐Ÿ’ฐ Equifax $EFX X% ๐ŸŽจ Sherwin Williams $SHW X% ๐Ÿ›’ Costco $COST X% ๐Ÿถ Idexx Labs $IDXX X% ๐Ÿ“ˆ FactSet Research $FDS X% ๐Ÿ”ฉ Fastenal $FAST XX% ๐Ÿ‘พ Synopsys $SNPS XX% ๐Ÿ’ผ Brown & Brown $BRO XX% ๐Ÿšœ Tractor Supply $TSCO XX% ๐Ÿ’พ Cadence Design $CDNS XX% ๐Ÿฅค Monster Becerage $MNST XX% ๐Ÿฆ Intercontinental Exchange $ICE XX% ๐ŸŽฅ Netflix $NFLX XX% ๐Ÿ“ฆ Amazon $AMZN XX% ๐Ÿค MercadoLibre $MELI 38%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-04-18 11:38:09 UTC 14.5K followers, 16.3K engagements

"A quality valuation analysis on $ASML ๐Ÿง˜๐Ÿฝโ™‚ 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 share๐Ÿง *** Before we get into valuation lets take a look at why $ASML is an excellent business (Financials in USD) BALANCE SHEETโœ… Cash & Short Term Inv: $9.85B Long-Term Debt: $3.98B $ASML has a strong balance sheet & 70x FFO Interest Coverage RETURN ON CAPITALโœ… 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: 48.2%"
@DimitryNakhla Avatar @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 ๐Ÿงต"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 16:32:08 UTC 14.5K followers, 11.1K engagements

"1/5 Tractor Supply & Co $TSCO ๐Ÿฎ 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 Avatar @DimitryNakhla on X 2025-06-12 13:39:23 UTC 14.5K followers, XXX engagements

": โœ… X. Dominos Pizza $DPZ ๐Ÿ• _______ : โœ… X. Texas Instruments $TXN ๐Ÿงฎ _______ : โœ… X. NVR Inc $NVR ๐Ÿ  _______ : โœ… X. VeriSign $VRSN _______ : โœ… X. Home Depot $HD ๐Ÿ”จ _______ : โœ… X. Zoetis $ZTS ๐Ÿฉ X. Graco Inc $GGG ๐Ÿ“ X. Mastercard $MA ๐Ÿ’ณ X. Philip Morris $PM ๐Ÿšฌ XX. Lam Research $LRCX ๐Ÿ–ฅ XX. Veeva Systems $VEEV ๐Ÿ‘จ๐Ÿฝ๐Ÿ’ป XX. Colgate-Palmolive $CL ๐Ÿงด XX. Waters Corporation $WAT ๐Ÿšพ _______ : โœ… XX. Hershey $HSY ๐Ÿซ XX. Amgen $AMGN ๐Ÿงฌ XX. MSCI Inc $MSCI ๐Ÿช XX. KLA Corp $KLAC ๐Ÿ’ป XX. Microsoft $MSFT XX. Alphabet $GOOG ๐Ÿ‘จ๐Ÿฝ๐Ÿ’ป XX. Yum Brands $YUM ๐ŸŒฎ XX. Factset Research $FDS ๐Ÿ“ˆ XX. West Pharmaceutical $WST"
@DimitryNakhla Avatar @DimitryNakhla on X 2023-06-23 20:03:40 UTC 14.5K followers, 88.9K engagements

"๐Ÿข NVR Inc $NVR EPS CAGR: XXXX% LTM ROIC: 37.1%"
@DimitryNakhla Avatar @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 ๐Ÿ’ธ $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 โ™พ $ABNB $11.5B $X โ™พ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-09 13:15:49 UTC 14.5K followers, 6448 engagements

"6. Salesforce $CRM ๐Ÿ“Š Current Drawdown: -XX% NTM P/E: 22x PEG: 1.69"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 12:31:55 UTC 14.5K followers, XXX engagements

"3. VeriSign $VRSN ๐Ÿ•ธ Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 4.00x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-10 12:30:14 UTC 14.5K followers, XXX engagements

"10 High-Quality Stocks on Sale ๐Ÿ’ต X. MercadoLibre $MELI NTM P/E 43x ๐Ÿค X. MSCI Inc $MSCI NTM P/E 32x ๐ŸŒ X. Mastercard $MA NTM P/E 32x ๐Ÿ’ณ X. Amazon $AMZN NTM P/E 29x ๐Ÿ“ฆ X. S&P Global $SPGI NTM P/E 27x ๐Ÿ“ˆ X. Synopsys $SNPS NTM P/E 27x ๐Ÿ‘พ 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 ๐Ÿ–จ XX. Novo Nordisk $NVO NTM P/E 17x ๐Ÿงฌ"
@DimitryNakhla Avatar @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 ๐Ÿ—“ REV est: $11.05B (+15% YoY) EPS est: $XXXX (+49% YoY)"
@DimitryNakhla Avatar @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 Avatar @DimitryNakhla on X 2025-07-17 12:32:02 UTC 14.5K followers, 1731 engagements

"2. Visa $V ๐Ÿ’ณ Share Reduction: -X% EPS Boost: +8% EPS CAGR: +13%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 16:32:11 UTC 14.5K followers, 1031 engagements

"3. Applied Materials $AMAT ๐Ÿ–จ 5-Year Mean P/E: 17.95x LTM P/E: 16.90x LTM ROIC: 32%"
@DimitryNakhla Avatar @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 XI๐ŸŸ 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 year๐Ÿ˜‰"
@DimitryNakhla Avatar @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 ๐Ÿ—“ REV est: $11.05B (+15% YoY) EPS est: $XXXX (+45% YoY)"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 20:08:05 UTC 14.5K followers, 7217 engagements

"@bean_wealth Absolutely especially $ADP $MSCI $FICO $NVDA"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-08 15:01:49 UTC 14.5K followers, XXX engagements

"10 Quality Stocks Flying Under The Radar ๐Ÿ’ต ๐Ÿ–ฅ CDW Corp $CDW 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿ—ณ Broadridge Financial $BR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿฆ Fair Isaac Corp $FICO 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿšพ Agilent Technologies $A 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿข NVR Inc $NVR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿšฟ A O Smith $AOS 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% ๐Ÿ“ˆ FactSet Research $FDS 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿชซ Amphenol $APH 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% ๐Ÿฅ Medpace $MEDP 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐ŸŠ๐Ÿผโ™‚ Pool Corp"
@DimitryNakhla Avatar @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 ๐Ÿ’ต ๐Ÿฆ Fair Isaac $FICO LTM ROIC: XX% Market Cap: $45B % Down: -XX% ๐Ÿข NVR Inc $NVR LTM ROIC: XX% Market Cap: $27B % Down: -XX% ๐Ÿšฟ A O Smith $AOS LTM ROIC: XX% Market Cap: $9B % Down: -XX% ๐Ÿ• IDEXX Labs $IDXX LTM ROIC: XX% Market Cap: $38B % Down: -XX% ๐Ÿ“Š Manhattan Associates $MANH LTM ROIC: XX% Market Cap: $12B % Down: -XX% ๐ŸŠ๐Ÿผโ™‚ Pool Corp $POOL LTM ROIC: XX% Market Cap: $13B % Down: -43%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-02-10 13:22:30 UTC 14.5K followers, 10.2K engagements

"2. MSCI Inc $MSCI ๐ŸŒ Current Drawdown: -XX% NTM P/E: 32x PEG: 2.88"
@DimitryNakhla Avatar @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% ๐Ÿš˜ X. MSCI Inc $MSCI +19% ๐ŸŒ X. Intuit $INTU +20% ๐Ÿ—‚ X. Cadence Design $CDNS +22% ๐Ÿ’พ X. Synopsys $SNPS +24% ๐Ÿ‘พ X. Veeva Systems $VEEV +25% ๐Ÿ–ฅ X. Fair Isaac $FICO +26% ๐Ÿฆ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-01 15:05:40 UTC 14.5K followers, 10.3K engagements

"Quality Compounders & S&P Credit Ratings๐Ÿ’ต AAA Microsoft $MSFT โ˜ AA+ Apple $AAPL ๐Ÿ“ฑ Google $GOOG ๐Ÿ–ฑ AA Costco $COST ๐Ÿ›’ Amazon $AMZN ๐Ÿ“ฆ Novo Nordisk $NVO ๐Ÿงฌ AA- Visa $V ๐Ÿ’ธ Meta $META ๐Ÿ“ธ Nvidia $NVDA ๐Ÿค– Taiwan Semi $TSM ๐Ÿ’ฝ Automatic Data $ADP ๐Ÿ’ฐ A+ Mastercard $MA ๐Ÿ’ณ Salesforce $CRM ๐Ÿ“Š A Applied Materials $AMAT ๐Ÿ’ฟ A- Intuit $INTU ๐Ÿ—‚ Lam Research $LRCX ๐Ÿ–จ Booking Holdings $BKNG โœˆ Intercontinental Exchange $ICE ๐Ÿฆ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-09 19:04:24 UTC 14.5K followers, 13.7K engagements

"4. Mastercard $MA ๐Ÿ’ธ Share Reduction: -XX% EPS Boost: +11% EPS CAGR: +12%"
@DimitryNakhla Avatar @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 ๐Ÿ“ˆ X. Fair Isaac $FICO ๐Ÿ’ฐ (+8.08% CAGR) X. Equifax $EFX ๐Ÿ’ธ (+8.83)% CAGR X. IDEXX Labs $IDXX ๐Ÿถ (+10.12% CAGR) X. S&P Global $SPGI ๐Ÿ’ต (+10.89% CAGR) X. MSCI Inc $MSCI ๐ŸŒ (+11.10% CAGR) X. Cadence Design $CDNS ๐Ÿ’พ (+11.37% CAGR) X. Synopsys $SNPS ๐Ÿ‘พ (+11.53% CAGR) X Intercontinental Exchange $ICE ๐Ÿฆ (+11.61% CAGR) X. Amazon $AMZN ๐Ÿ“ฆ (+21.77% CAGR) XX. Medpace $MEDP ๐Ÿฅ (+21.94% CAGR)"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-03-26 12:13:13 UTC 14.5K followers, 18.1K engagements

"2/5 Monster Beverage $MNST ๐Ÿงƒ 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 Avatar @DimitryNakhla on X 2025-06-12 13:39:24 UTC 14.5K followers, XXX engagements

"15 Quality Linear Compounders Normalized EPS 2008 - 2023 LTM ROIC๐Ÿงต #stocks #investing"
@DimitryNakhla Avatar @DimitryNakhla on X 2024-05-21 14:55:06 UTC 14.5K followers, 68.2K engagements

"6. MSCI Inc $MSCI ๐ŸŒ (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 Avatar @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 Avatar @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 Avatar @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 ๐Ÿง  special shoutout to @Clay_Finck your TIP podcast is superb & its always a joy to tune in"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-14 19:16:12 UTC 14.5K followers, XXX engagements

"20 Stocks With ROIC XX% For Last X Years ๐Ÿ’ต ๐ŸฉZoetis $ZTS ๐Ÿ“ธMeta $META ๐Ÿ–ŒAdobe $ADBE ๐ŸขNVR Inc $NVR ๐Ÿš˜Copart $CPRT ๐ŸซฆInmode $INMD ๐Ÿ’ฐPaycom $PAYC ๐Ÿ”ฉFastenal $FAST ๐Ÿ’ธPaychex $PAYX ๐ŸชฒRollins Inc $ROL ๐ŸšฟA O Smith $AOS ๐Ÿ’ณMastercard $MA ๐Ÿ’ผAccenture $ACN ๐Ÿ“ฒLam Research $LRCX ๐ŸงฎTexas Instruments $TXN ๐ŸงฐThe Toro Company $TTC ๐ŸฅคMonster Beverage $MNST ๐ŸฎIDEXX Laboratories $IDXX ๐Ÿš›Old Dominion Freight $ODFL ๐Ÿ‘จ๐Ÿฝ๐Ÿ’ปAutomatic Data Processing $ADP #stocks #investing _______ : . . . ."
@DimitryNakhla Avatar @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 Avatar @DimitryNakhla on X 2025-07-09 21:25:11 UTC 14.5K followers, 1449 engagements

"Booking Holdings $BKNG Q1 2025 Report ๐Ÿ—“ โœ… Rev: $4.76B vs $4.58B (est) +8% YoY โœ… EPS: $XXXXX vs $XXXXX (est) +22% YoY"
@DimitryNakhla Avatar @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 ๐Ÿ˜‚"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-10 16:43:27 UTC 14.5K followers, XXX engagements

"$FICO is now down -XX% from its highs ๐Ÿ“‰ Not uncommon when a stock trades for 80x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 17:56:26 UTC 14.5K followers, 11.1K engagements

"Booking Holdings stock $BKNG โœˆ How obvious it looks now in hindsight A classic yet rare case of market neglect"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-05-30 16:27:49 UTC 14.5K followers, 12.5K engagements

"10/10 Booking Holdings $BKNG โœˆ YTD: +12% NTM P/E: 25x"
@DimitryNakhla Avatar @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 ๐Ÿ’ต ๐Ÿ“ˆ Nvidia $NVDA ๐Ÿข NVR Inc $NVR ๐Ÿš— Copart $CPRT ๐Ÿค– Fortinet $FTNT ๐Ÿ”ฉ Fastenal $FAST ๐Ÿ’ต Paychex $PAYX ๐Ÿ“ Graco Inc $GGG ๐Ÿšฟ A O Smith $AOS โ˜ Microsoft $MSFT ๐Ÿ–ฑ Alphabet $GOOG ๐Ÿ“ฒ Taiwan Semi $TSM ๐Ÿ–จ Lam Research $LRCX ๐Ÿ’ฝ ASML Holding $ASML ๐ŸŽฅ Meta Platforms $META ๐Ÿ’พ Applied Materials $AMAT โœˆ Booking Holdings $BKNG ๐Ÿฅ Medpace Holdings $MEDP ๐Ÿซ€ Edwards Lifesciences $EW ๐Ÿš› Old Dominion Freight $ODFL ๐Ÿงฌ Vertex Pharmaceuticals $VRTX #stocks #investing"
@DimitryNakhla Avatar @DimitryNakhla on X 2024-09-16 12:06:17 UTC 14.5K followers, 7028 engagements

"4/10 Mastercard $MA ๐Ÿ’ธ YTD: +10% NTM P/E: 35x"
@DimitryNakhla Avatar @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 Avatar @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 ๐Ÿ’ธ Mistake # X & Best # X are my favorites You will benefit from reading this these are things I wish I knew early on ๐Ÿ’ฏ Here are X of my biggest MISTAKES ๐Ÿ‘Ž๐Ÿฝ: 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 Avatar @DimitryNakhla on X 2024-03-07 15:06:25 UTC 14.5K followers, 17.3K engagements

"8. Fair Isaac $FICO ๐Ÿฆ 10-Year Return: +2031% 10-Year CAGR: +36% $10K โžก $205K $FICO experienced X -XX% drawdowns"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-26 12:01:54 UTC 14.5K followers, 3150 engagements

"3. MSCI Inc $MSCI ๐ŸŒ Share Reduction: -X% EPS Boost: +9% EPS CAGR: +16%"
@DimitryNakhla Avatar @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 ๐Ÿ’ต 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 ๐ŸŒ 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 ๐Ÿ“Š 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 ๐Ÿš˜ 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 Avatar @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 ๐Ÿ’ธ ๐Ÿ’ณ Visa $V ๐ŸŽ Apple $AAPL ๐Ÿข NVR Inc $NVR ๐Ÿš— Copart $CPRT ๐Ÿค– Fortinet $FTNT ๐Ÿ”ฉ Fastenal $FAST ๐Ÿ’ต Paychex $PAYX ๐Ÿ“ Graco Inc $GGG ๐Ÿ“ˆ MSCI Inc $MSCI ๐Ÿšฟ A O Smith $AOS ๐Ÿ’ต Mastercard $MA โ˜ Microsoft $MSFT ๐Ÿ“ฒ Taiwan Semi $TSM โš™ W W Grainger $GWW ๐Ÿ’ฐAutomatic Data $ADP ๐Ÿ–จ Lam Research $LRCX ๐ŸŽฅ Meta Platforms $META ๐Ÿถ Idexx Laboratories $IDXX ๐Ÿซ€ Edwards Lifesciences $EW ๐Ÿš› Old Dominion Freight $ODFL #stocks #investing"
@DimitryNakhla Avatar @DimitryNakhla on X 2024-07-14 13:38:37 UTC 14.5K followers, 25.1K engagements

"2. Paychex $PAYX ๐Ÿ’ต Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 1.73x"
@DimitryNakhla Avatar @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 ๐Ÿ’ธ X. $ASML XXXX% โžก XXXX% +23% X. $NVO XXXX% โžก XXXX% +24% X. $GOOG XXXX% โžก XXXX% +28% X. $MSFT XXXX% โžก XXXX% +33% X. $CPRT XXXX% โžก XXXX% +37% X. $WM XXXX% โžก XXXX% +40% X. $ADP XXXX% โžก XXXX% +47% X. $MSCI XXXX% โžก XXXX% +59% X. $FICO XXXX% โžก XXXX% +102% XX. $NVDA XXXX% โžก XXXX% +285% ___ Operating leverage measures a companys ability to boost operating income disproportionately with revenue growth driven"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-07 19:52:26 UTC 14.5K followers, 11.4K engagements

"6/10 Fair Isaac $FICO +33% CAGR ๐Ÿฆ EPS CAGR: +25% Multiple Expansion: +6%"
@DimitryNakhla Avatar @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 Avatar @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 Avatar @DimitryNakhla on X 2025-07-15 18:15:10 UTC 14.5K followers, XXX engagements

"9. Apple $AAPL ๐Ÿ“ฑ Share Reduction: -XX% EPS Boost: +19% EPS CAGR: +15%"
@DimitryNakhla Avatar @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) ๐Ÿ’ธ ๐Ÿ’ณ Visa $V (30%) ๐Ÿš˜ Copart $CPRT (24%) ๐Ÿข NVR Inc $NVR (39%) ๐Ÿฆ Fair Isaac $FICO (44%) ๐Ÿ’ต Mastercard $MA (52%) ๐Ÿ“  KLA Corp $KLAC (35%) โ˜ Microsoft $MSFT (30%) ๐Ÿค– Taiwan Semi $TSM (25%) ๐Ÿงฌ Novo Nordisk $NVO (67%) ๐Ÿ–จ Lam Research $LRCX (36%) ๐Ÿงพ Automatic Data $ADP (50%) โ˜€ ASML Holding $ASML (40%) ๐Ÿ“ธ Meta Platforms $META (27%) ๐Ÿ’ฟ Applied Materials $AMAT (35%) ๐Ÿš› Old Dominion Freight $ODFL (34%)"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-01-17 15:31:42 UTC 14.5K followers, 44.6K engagements

"4. Visa $V ๐Ÿ’ณ Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 6.20x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-10 12:30:15 UTC 14.5K followers, 2460 engagements

"5/10 Lam Research $LRCX ๐Ÿ–จ YTD: +16% NTM P/E: 33x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-05-29 20:17:27 UTC 14.5K followers, XXX engagements

"@Fred_Abyss Yup $MSCI is in my portfolio ๐Ÿ‘Œ๐Ÿฝ 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 ๐Ÿ˜‚๐Ÿ‘๐Ÿฝ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-10 20:37:04 UTC 14.5K followers, XXX engagements

"7. Fair Isaac $FICO ๐Ÿฆ Current Drawdown: -XX% NTM P/E: 46x PEG: 2.00"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 12:31:58 UTC 14.5K followers, XXX engagements

"8. Airbnb $ABNB ๐Ÿ Current Drawdown: -XX% NTM P/E: 32x PEG: 1.70"
@DimitryNakhla Avatar @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 Avatar @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 ๐Ÿ‘Œ๐Ÿฝ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-16 16:06:19 UTC 14.5K followers, XX engagements

"3. MSCI Inc $MSCI ๐ŸŒ NTM P/E: 32.28x 5-Year Avg: 42.56x NTM FCF Yield: XXXX% 5-Year Avg: XXXX% LTM ROIC: 42%"
@DimitryNakhla Avatar @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 ๐Ÿ’ธ ๐Ÿ’ณ Visa $V XX% ๐Ÿ“ฑ Apple $AAPL XX% ๐Ÿš˜ Copart $CPRT XX% ๐Ÿงพ Paychex $PAYX XX% ๐ŸŒ MSCI Inc $MSCI XX% ๐Ÿฆ Fair Isaac $FICO XX% ๐Ÿ’ต Mastercard $MA XX% โ˜ Microsoft $MSFT XX% ๐Ÿ’จ Philip Morris $PM XX% ๐Ÿงฌ Novo Nordisk $NVO XX% ๐Ÿ–จ Lam Research $LRCX XX% โ˜€ ASML Holding $ASML XX% ๐Ÿ“ธ Meta Platforms $META XX% ๐Ÿ‘ฉ๐Ÿป๐Ÿ”ฌ Vertex Pharmaceuticals $VRTX XX% ๐Ÿ’ฐ Automatic Data Processing $ADP 50%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-03-13 11:46:08 UTC 14.5K followers, 23.1K engagements

"4. Equifax $EFX ๐Ÿ’ต Current Drawdown: -XX% NTM P/E: 32x PEG: 1.23"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 12:31:51 UTC 14.5K followers, XXX engagements

"5. Equifax $EFX ๐Ÿฆ (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 Avatar @DimitryNakhla on X 2025-03-17 12:15:13 UTC 14.5K followers, 1662 engagements

"3. Brown & Brown $BRO ๐Ÿ’ผ Current Drawdown: -XX% NTM P/E: 24x PEG: 2.00"
@DimitryNakhla Avatar @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 Avatar @DimitryNakhla on X 2025-07-15 14:05:28 UTC 14.5K followers, XXX engagements

"8. Fair Isaac $FICO ๐Ÿฆ Share Reduction: -XX% EPS Boost: +19% EPS CAGR: +26%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 16:32:20 UTC 14.5K followers, 1501 engagements

"MSCI Inc $MSCI Q1 Earnings Report๐ŸŽฏ Rev: $745M vs $744M estโœ… +10% YoY EPS: $XXXX vs $XXXX est โœ… +14% YoY ___ One of the stickiest businesses in the ๐ŸŒŽ"
@DimitryNakhla Avatar @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 Today๐Ÿ’ต* ๐Ÿ’ธ Visa $V XX% CAGR ๐Ÿ’ณ Mastercard $MA XX% CAGR ๐ŸŒ MSCI Inc $MSCI XX% CAGR ๐Ÿ‘พ Synopsys $SNPS XX% CAGR ๐Ÿ–ฑ Google $GOOG XX% CAGR โ˜€ ASML $ASML XX% CAGR ๐Ÿ“Š Salesforce $CRM XX% CAGR ๐Ÿš˜ Copart $CPRT XX% CAGR ๐Ÿค– Nvidia $NVDA XX% CAGR ๐Ÿค MercadoLibre $MELI XX% CAGR ___ *NTM FCF Yield vs exactly X years ago"
@DimitryNakhla Avatar @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 Avatar @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 years๐Ÿงต"
@DimitryNakhla Avatar @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 ๐Ÿงต"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 12:31:43 UTC 14.5K followers, 4651 engagements

"A quality valuation analysis on $GOOG ๐Ÿง˜๐Ÿฝโ™‚ 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 ๐Ÿง *** Before we get into valuation lets take a look at why $GOOG is a great business BALANCE SHEETโœ… 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 CAPITALโœ… 2020: XXXX% 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024:"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-11 16:48:31 UTC 14.5K followers, 13.8K engagements

"5. Tractor Supply $TSCO ๐Ÿšœ Share Reduction: -XX% EPS Boost: +11% EPS CAGR: +16%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 16:32:16 UTC 14.5K followers, XXX engagements

"2/5 Monster Beverage $MNST ๐Ÿงƒ 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 Avatar @DimitryNakhla on X 2025-06-12 13:42:50 UTC 14.5K followers, 1492 engagements

"Given its consistency $CRM is under-appreciated At $276๐Ÿ’ต per share its valuation relative to growth potential makes it a compelling investment"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-05-27 16:52:46 UTC 14.5K followers, 9552 engagements

"๐Ÿ‘พ Synospsys $SNPS +17% ๐Ÿ’ฝ 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 Avatar @DimitryNakhla on X 2025-07-03 13:40:29 UTC 14.5K followers, 7699 engagements

"9/10 Apple $AAPL +20% CAGR ๐Ÿ“ฑ EPS CAGR: +17% Multiple Expansion: +11%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-07 17:23:28 UTC 14.5K followers, 2946 engagements

"5. Copart $CPRT ๐Ÿš˜ Current Drawdown: -XX% NTM P/E: 28x PEG: 2.10"
@DimitryNakhla Avatar @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 Avatar @DimitryNakhla on X 2025-07-10 14:12:33 UTC 14.5K followers, XXX engagements

"10. NVR Inc $NVR ๐Ÿข Share Reduction: -XX% EPS Boost: +23% EPS CAGR: +16%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 16:32:23 UTC 14.5K followers, 1912 engagements

"1. Arthur J Gallagher $AJG ๐Ÿ“Š Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 1.71x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-10 12:30:11 UTC 14.5K followers, XXX engagements

"3/15 Taiwan Semiconductor $TSM ๐Ÿ’ฝ Down: -24%"
@DimitryNakhla Avatar @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 Avatar @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 ๐Ÿ’ธ 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 Avatar @DimitryNakhla on X 2024-08-19 21:44:19 UTC 14.5K followers, 81.2K engagements

"Netflix $NFLX Double Beat Q2 2025 Report โœ… Revenue: $11.08B (+16% YoY) โœ… EPS: $XXXX (+47% YoY)"
@DimitryNakhla Avatar @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 $471๐Ÿ’ต & a good buy with a margin of safety at $425๐Ÿ’ต"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-16 19:54:37 UTC 14.5K followers, 20.3K engagements

"$BKNG is an ideal case of market neglect โœˆ 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 ๐Ÿ’ต"
@DimitryNakhla Avatar @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 ๐ŸŸ If you havent read it yet I encourage you to check it outits a quick read that could sharpen your investing mindset ๐ŸŽฏ Feel free to craft your own XI and share it in tomorrows post #YNWA"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-09 19:53:46 UTC 14.5K followers, 5926 engagements

"8. Copart $CPRT ๐Ÿš˜ NTM Feb 2020 P/E: 32.84x NTM Feb 2025 P/E: 34.25x Stock Price: +137%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-02-22 14:41:45 UTC 14.5K followers, 1644 engagements

"5/10 Nvidia $NVDA +74% CAGR ๐Ÿค– EPS CAGR: +83% Multiple Compression: -30%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-07 17:23:23 UTC 14.5K followers, 1564 engagements

"9/10 S&P Global $SPGI ๐Ÿ’ฐ YTD: +4% NTM P/E: 29x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-05-29 20:17:33 UTC 14.5K followers, 2188 engagements

"GE Aerospace $GE reports Q2 2025 earnings tomorrow morning ๐Ÿ—“ REV est: $9.58B (+5.4% YoY) EPS est: $XXXX (+17.5% YoY) In FY 2024 services revenue accounted for XX% of total revenue๐Ÿ’ฐ Dont overlook $GE its not the same company it was years ago as I detailed in May๐Ÿ‘‡๐Ÿฝ"
@DimitryNakhla Avatar @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 $457๐Ÿ’ต Since then $SNPS has surged +28%โœ… 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 below๐Ÿ‘‡๐Ÿฝ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 01:30:05 UTC 14.5K followers, 1430 engagements

creator/x::DimitryNakhla
/creator/x::DimitryNakhla