# ![@FischerRandom1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1749172154254426112.png) @FischerRandom1 David

David posts on X about stocks, $lulu, $cost, india the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1749172154254426112/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1749172154254426112/c:line/m:interactions.svg)

- [--] Week [-----] +13%
- [--] Month [-----] +61%
- [--] Months [------] +118%
- [--] Year [------] -9.80%

### Mentions: [--] [#](/creator/twitter::1749172154254426112/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1749172154254426112/c:line/m:posts_active.svg)

- [--] Months [--] no change
- [--] Year [---] -17%

### Followers: [-----] [#](/creator/twitter::1749172154254426112/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1749172154254426112/c:line/m:followers.svg)

- [--] Week [-----] +0.92%
- [--] Month [-----] +2.10%
- [--] Months [-----] +72%
- [--] Year [-----] +155%

### CreatorRank: [---------] [#](/creator/twitter::1749172154254426112/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1749172154254426112/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [fashion brands](/list/fashion-brands)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [luxury brands](/list/luxury-brands) 

**Social topic influence**
[stocks](/topic/stocks), [$lulu](/topic/$lulu), [$cost](/topic/$cost), [india](/topic/india), [$deo](/topic/$deo), [bruh](/topic/bruh), [china](/topic/china), [$nvo](/topic/$nvo), [$adbe](/topic/$adbe), [$lly](/topic/$lly)

**Top assets mentioned**
[Lululemon Athletica Inc (LULU)](/topic/$lulu) [Costco Hot Dog (COST)](/topic/$cost) [Diageo plc (DEO)](/topic/$deo) [Novo-Nordisk (NVO)](/topic/$nvo) [Adobe, Inc. (ADBE)](/topic/$adbe) [Eli Lilly and Company (LLY)](/topic/$lly) [Starbucks Corporation (SBUX)](/topic/$sbux) [Philip Morris International Inc. (PM)](/topic/$pm) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Cintas Corporation (CTAS)](/topic/$ctas) [MONDELEZ INTERNATIONAL INC (MDLZ)](/topic/$mdlz) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Nike Inc (NKE)](/topic/nike) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [British American Tobacco (BTI)](/topic/$bti) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Zoetis Inc (ZTS)](/topic/$zts) [Walmart, Inc. (WMT)](/topic/$wmt) [Netflix Inc (NFLX)](/topic/$nflx) [Unilever plc (UL)](/topic/$ul) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [Coca-Cola Co (KO)](/topic/$ko) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Hershey Co (HSY)](/topic/$hsy) [Danaher Corporation (DHR)](/topic/$dhr) [Moody's Corporation (MCO)](/topic/$mco) [Apple, Inc. (AAPL)](/topic/aapl) [Sherwin-Williams Co (SHW)](/topic/$shw) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Yum! Brands, Inc. (YUM)](/topic/$yum) [Rollins, Inc. (ROL)](/topic/$rol) [Microsoft Corp. (MSFT)](/topic/microsoft) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Edwards Lifesciences Corp (EW)](/topic/$ew) [Otis Worldwide Corp (OTIS)](/topic/$otis) [Altria Group Inc (MO)](/topic/$mo) [Air Products & Chemicals, Inc. (APD)](/topic/$apd) [Dell Technologies, Inc. (DELL)](/topic/dell) [Colgate-Palmolive Company (CL)](/topic/$cl) [Heima (HEI)](/topic/$hei) [Tractor Supply Co (TSCO)](/topic/$tsco) [American Eagle Outfitters (AEO)](/topic/$aeo) [ELYSIA (EL)](/topic/$el) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [Marriott International Inc (MAR)](/topic/$mar) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Align Technology, Inc. (ALGN)](/topic/$algn) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [PoolTogether (POOL)](/topic/$pool) [Metadium (META)](/topic/$meta) [Linde PLC (LIN)](/topic/$lin) [Dent (DENT)](/topic/dent) [Tesla, Inc. (TSLA)](/topic/$tsla) [CasinoCoin (CSC)](/topic/casino)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@taobanker Don't like any of 'em. Very little international exposure. I think $MDLZ will outperform all three long-term"  
[X Link](https://x.com/FischerRandom1/status/1757913761678315852)  2024-02-14T23:44Z [--] followers, [--] engagements


"$PM will outperform $NVDA and $SMCI over the next decade"  
[X Link](https://x.com/FischerRandom1/status/1758497993097937372)  2024-02-16T14:26Z [--] followers, [---] engagements


"@joecarlsonshow This is why you need to look beyond expensive high quality compounders. $PM and $BTI offer plenty of value"  
[X Link](https://x.com/FischerRandom1/status/1759379130309611802)  2024-02-19T00:47Z [--] followers, [---] engagements


"@PythiaR The US dollar index is cyclical and weve had a decade of strengthening. Can easily turn into a tailwind instead of a headwind over the next decade. Would significantly benefit a company like Philip Morris"  
[X Link](https://x.com/FischerRandom1/status/1762669578264494346)  2024-02-28T02:42Z [--] followers, [---] engagements


"@AndrewTalbot2 @fundhunter_co Yes the alternative is buying lower quality companies. The only thing that matters is whether or not a stock is mispriced. Limiting ones investment universe so narrowly is silly unless youre a fund manager trying to market an easy-to-understand strategy to the masses"  
[X Link](https://x.com/FischerRandom1/status/1763638432432341391)  2024-03-01T18:52Z [--] followers, [--] engagements


"@marc_slans Consumer staples were very unpopular during the Dot Com bubble as well. Its a great time to buy stocks like $UL $PM $BTI $MDLZ and $DEO. Dont worry about expensive tech stocks"  
[X Link](https://x.com/FischerRandom1/status/1763730870462984320)  2024-03-02T00:59Z [--] followers, [---] engagements


"The Apple Vision Pro hype fizzled out real quick eh"  
[X Link](https://x.com/FischerRandom1/status/1763933658086318518)  2024-03-02T14:25Z [--] followers, [--] engagements


"Imagine being a quality investor and pretending that the Nifty Fifty bubble never happened. $COST $LLY $FICO $ISRG"  
[X Link](https://x.com/FischerRandom1/status/1763991591352406356)  2024-03-02T18:15Z [---] followers, [---] engagements


"@buccocapital Tough Nah dude. Just buy UK China oil and tobacco stocks"  
[X Link](https://x.com/FischerRandom1/status/1766475449763262609)  2024-03-09T14:45Z [--] followers, [---] engagements


"@lhamtil Long $OTIS long gravity"  
[X Link](https://x.com/FischerRandom1/status/1767174895325110280)  2024-03-11T13:05Z [---] followers, [--] engagements


"@BarrySchwartzBW @Teemacsj $COST is overvalued and set to deliver lousy returns. $ATD is reasonably priced and set to deliver solid returns"  
[X Link](https://x.com/FischerRandom1/status/1767691861974499419)  2024-03-12T23:19Z [--] followers, [--] engagements


"@marc_slans $MSFT and $AMZN are at multiples over [--] and [---] times FCF respectively after adjusting for stock-based compensation. What's safe about "playing" an obvious bubble like AI Nothing at all"  
[X Link](https://x.com/FischerRandom1/status/1767697706573505002)  2024-03-12T23:42Z [--] followers, [--] engagements


"@RandolphDuke7 The shoes are hideous. Long $NKE instead. Much better brand and styles"  
[X Link](https://x.com/FischerRandom1/status/1768067025874682228)  2024-03-14T00:10Z [--] followers, [--] engagements


"@LukeWolgram $POOL isnt hyper cyclical. Maintenance of existing pools is recurring revenue"  
[X Link](https://x.com/FischerRandom1/status/1768704227449167947)  2024-03-15T18:22Z [---] followers, [---] engagements


"@fundhunter_co @ITinvestorUK If he thinks the Magnificent Seven will underperform like the Super Seven why isnt he selling $MSFT and $META"  
[X Link](https://x.com/FischerRandom1/status/1769001564805480716)  2024-03-16T14:03Z [--] followers, [---] engagements


"@InvestInAssets $PM $BTI $MO"  
[X Link](https://x.com/FischerRandom1/status/1769414181936140772)  2024-03-17T17:23Z [--] followers, [--] engagements


"@BarrySchwartzBW Analysts cant even forecast a quarter ahead let alone a couple of years. Estimates are likely to be overoptimistic given current sentiment. Moreover free cash flow will be lower due to significant capex spending. I like $GOOGL best here"  
[X Link](https://x.com/FischerRandom1/status/1769559411826041062)  2024-03-18T03:00Z [--] followers, [---] engagements


"@JohnHuber72 Lets see if $ULTA can do the same"  
[X Link](https://x.com/FischerRandom1/status/1770049703725477977)  2024-03-19T11:28Z [---] followers, [---] engagements


"@Rebrand_As_Y Cheers to me holding $APD. Fortunately I own $LIN as well"  
[X Link](https://x.com/FischerRandom1/status/1770216215882936443)  2024-03-19T22:30Z [---] followers, [---] engagements


"@iancassel Theyre also often winners because of multiple expansion which isnt going to repeat. Is $COST really a winner at a P/E of 48"  
[X Link](https://x.com/FischerRandom1/status/1770411995944149427)  2024-03-20T11:28Z [----] followers, [---] engagements


"@InvestRoiss Well unless you own $PM $APD and $ZTS"  
[X Link](https://x.com/FischerRandom1/status/1770583884163338262)  2024-03-20T22:51Z [---] followers, [---] engagements


"@DividendGrowth Cadbury and Reese's taste great. Long $MDLZ and $HSY"  
[X Link](https://x.com/FischerRandom1/status/1770594405751140637)  2024-03-20T23:32Z [---] followers, [--] engagements


"@eliant_capital @qcapital2020 Lululemon has brand power Alo could only dream of"  
[X Link](https://x.com/FischerRandom1/status/1771139476867231813)  2024-03-22T11:38Z [--] followers, [--] engagements


"@Couch_Investor Yep. Theyre doing very well in China and have a long international runway. Solid returns on capital and a healthy balance sheet too"  
[X Link](https://x.com/FischerRandom1/status/1771293723298513005)  2024-03-22T21:51Z [--] followers, [--] engagements


"@StockMarketNerd $PM"  
[X Link](https://x.com/FischerRandom1/status/1771615268810174530)  2024-03-23T19:09Z [---] followers, [---] engagements


"@ParthenosCap @LukeWolgram $NKE $LULU"  
[X Link](https://x.com/FischerRandom1/status/1771724199159046641)  2024-03-24T02:22Z [--] followers, [---] engagements


"@MoS_Investing $WM"  
[X Link](https://x.com/FischerRandom1/status/1771907963155816666)  2024-03-24T14:32Z [---] followers, [---] engagements


"@Rebrand_As_Y Consumer staples deserve high multiples. Stable cash flows wide moats and plenty of growth ahead in emerging markets. Private label and upstart brands have barely made a dent in most categories"  
[X Link](https://x.com/FischerRandom1/status/1771999630533722291)  2024-03-24T20:36Z [--] followers, [---] engagements


"@rev_cap @GRomePow Softer consumer discretionary guidance suggests otherwise e.g. $NKE $LULU $ULTA"  
[X Link](https://x.com/FischerRandom1/status/1772237597714055467)  2024-03-25T12:22Z [---] followers, [--] engagements


"@sidecarcap The last decade has seen a ton of multiple expansion particularly in quality growth. Many winners are likely priced for perfection. Why would I want large positions in expensive stocks like $COST or $CTAS Rotation to less expensive stocks makes much more sense"  
[X Link](https://x.com/FischerRandom1/status/1772579697630605737)  2024-03-26T11:01Z [---] followers, [---] engagements


"@Chariot_Invest Plenty of reasonably priced stocks out there e.g. $APD $SBUX $DEO $UL $BTI"  
[X Link](https://x.com/FischerRandom1/status/1772763748144492885)  2024-03-26T23:13Z [---] followers, [---] engagements


"@willis_cap Its down almost 50% from all time highs and nobody likes it because of concerns around China and competition from ugly Hoka and On shoes. I like the stock here. $NKE has the greatest brand in sportswear and valuable exposure to emerging markets"  
[X Link](https://x.com/FischerRandom1/status/1772802543216738592)  2024-03-27T01:47Z [--] followers, [---] engagements


"@TidefallCapital How many more investing quotes do people need Write your own thoughts and keep your letter short"  
[X Link](https://x.com/FischerRandom1/status/1773724034452119905)  2024-03-29T14:48Z [---] followers, [--] engagements


"@BichonRedux Long $NKE $LULU and $ULTA"  
[X Link](https://x.com/FischerRandom1/status/1773760716031336664)  2024-03-29T17:14Z [---] followers, [---] engagements


"@fundhunter_co The S&P [---] is now a large cap growth proxy with a bunch of expensive stocks e.g $MSFT $NVDA $ADBE $TSLA $LLY and $COST. After over a decade of US outperformance driven by significant multiple expansion yes US stocks are expensive and set to deliver lousy returns"  
[X Link](https://x.com/FischerRandom1/status/1775281337601347688)  2024-04-02T21:57Z [---] followers, [---] engagements


"@fundhunter_co How else do you explain companies like $COST at a P/E of [--] or $ADBE at [--] or $LLY at [---] or $NVDA at [--] Yes I believe the US market is frothy. I see much more value in the UK China and Canada"  
[X Link](https://x.com/FischerRandom1/status/1775295510737285543)  2024-04-02T22:53Z [---] followers, [---] engagements


"@Rebrand_As_Y @Sleepysolcap @WaterworldCapi1 Why China is a huge market. The international growth story for $LULU is the main reason I own the stock. Same goes for $NKE and $SBUX"  
[X Link](https://x.com/FischerRandom1/status/1775410783473603004)  2024-04-03T06:31Z [---] followers, [--] engagements


"@At50w50882 @JRogrow @davidein Why do you think owning obvious great compounders is the recipe for outperformance going forward The multiple expansion of the past decade is not going to repeat"  
[X Link](https://x.com/FischerRandom1/status/1775677395695022456)  2024-04-04T00:10Z [---] followers, [--] engagements


"@Rebrand_As_Y @neverhedgecap $LULU has very little debt and generates consistently high returns on capital over 20%. It is one of the greatest compounders in retail. Their long international runway and drive to increase US brand awareness are bullish"  
[X Link](https://x.com/FischerRandom1/status/1776394909165007291)  2024-04-05T23:42Z [---] followers, [---] engagements


"@philoinvestor Both $MCD and $SBUX will do well over the next few decades. The rise of middle class consumers in emerging markets is a far more important and relevant secular trend than some unrealistic deglobalization narrative"  
[X Link](https://x.com/FischerRandom1/status/1776426763725213999)  2024-04-06T01:48Z [---] followers, [---] engagements


"@JRogrow Nice to see a fund manager sell on the basis of valuation rather than going on about the virtues of never selling"  
[X Link](https://x.com/FischerRandom1/status/1776594072808882362)  2024-04-06T12:53Z [---] followers, [---] engagements


"@rev_cap Retailers like $NKE $ULTA and $LULU have already pointed to US consumer softness. Large cap stocks are definitely not priced for a world with a 5% long-term rate. No chance at current multiples"  
[X Link](https://x.com/FischerRandom1/status/1776719306857889964)  2024-04-06T21:11Z [---] followers, [---] engagements


"@stressed_assets $PM. IQOS and Zyn"  
[X Link](https://x.com/FischerRandom1/status/1776728888413937775)  2024-04-06T21:49Z [---] followers, [---] engagements


"@tinayoshile Mario Kart and chill 😜"  
[X Link](https://x.com/FischerRandom1/status/1776732485763645719)  2024-04-06T22:03Z [---] followers, [--] engagements


"@BichonRedux Remember that the US dollar strengthened significantly over that time period and $PM spent a lot of money developing IQOS. IQOS is now bigger than Marlboro and smoke-free products are nearly 40% of total revenue. If the US dollar weakens the stock should do well from here"  
[X Link](https://x.com/FischerRandom1/status/1777007648036020427)  2024-04-07T16:16Z [---] followers, [---] engagements


"@orrdavid YTD performance doesnt mean much in todays casino market"  
[X Link](https://x.com/FischerRandom1/status/1777014979721371954)  2024-04-07T16:46Z [---] followers, [---] engagements


"@CrusoniaC $SBUX $NKE $LULU $ULTA $ZTS $APD"  
[X Link](https://x.com/FischerRandom1/status/1777055503455060191)  2024-04-07T19:27Z [---] followers, [---] engagements


"Like if youre a girl and goon for Ariana Grande 😈"  
[X Link](https://x.com/FischerRandom1/status/1777333672485544050)  2024-04-08T13:52Z [---] followers, [--] engagements


"@PrefShares It is easy. Sell and rotate into something cheaper e.g. a small cap value ETF like $AVUV"  
[X Link](https://x.com/FischerRandom1/status/1777957873827418452)  2024-04-10T07:12Z [---] followers, [--] engagements


"@PythiaR I plan to hold $SBUX for the next two decades. Chinese coffee consumption and store count will continue to increase. Theyve also got a great growth opportunity in India. Short-term economic weakness isnt a real issue"  
[X Link](https://x.com/FischerRandom1/status/1778198703783981525)  2024-04-10T23:09Z [---] followers, [---] engagements


"@azra_lifts I love girls in Nike sneakers 🩷"  
[X Link](https://x.com/FischerRandom1/status/1778216167703720107)  2024-04-11T00:19Z [---] followers, [--] engagements


"@jessakiddding Ghost Pokmon trainer Jesse why are you so hot 💜"  
[X Link](https://x.com/FischerRandom1/status/1778539651298697229)  2024-04-11T21:44Z [---] followers, [--] engagements


"@Rebrand_As_Y Without the help of Pepsi Celsius wouldnt even be in the conversation"  
[X Link](https://x.com/FischerRandom1/status/1779575629245042852)  2024-04-14T18:21Z [---] followers, [---] engagements


"@tiffanobi Breaking news: Kittycat goddess arrives in Seoul blesses city with her presence"  
[X Link](https://x.com/FischerRandom1/status/1781655034461131071)  2024-04-20T12:03Z [---] followers, [---] engagements


"@BluthCapital Im long $PM but this is just a nice little bonus. IQOS matters a lot more to the bottom line"  
[X Link](https://x.com/FischerRandom1/status/1782889987832254734)  2024-04-23T21:51Z [---] followers, [---] engagements


"@lhamtil $MLM looks expensive here"  
[X Link](https://x.com/FischerRandom1/status/1782891023317770641)  2024-04-23T21:55Z [---] followers, [--] engagements


"@Rebrand_As_Y A low valuation is great for $MTCH shareholders. Means buybacks will be much more effective"  
[X Link](https://x.com/FischerRandom1/status/1782909636347076859)  2024-04-23T23:09Z [---] followers, [---] engagements


"@BluthCapital Zyn and on are small fractions of overall revenues for $PM and $MO. IQOS matters a lot more for $PM than Zyn yet its hardly discussed compared to Zyn. Doesnt make sense"  
[X Link](https://x.com/FischerRandom1/status/1783892965045285297)  2024-04-26T16:16Z [---] followers, [---] engagements


"@RadnorCapital Ill bet $PG outperforms $AAPL over the next several years"  
[X Link](https://x.com/FischerRandom1/status/1784256877343199486)  2024-04-27T16:22Z [---] followers, [--] engagements


"@Dynamicbrands Starbucks has fantastic brand power. Too China exposed China and India are prime long-term growth opportunities. Folks focus way too much on short-term issues"  
[X Link](https://x.com/FischerRandom1/status/1785808354180251726)  2024-05-01T23:07Z [---] followers, [--] engagements


"@irbezek @ContrarianCurse One bad quarter doesn't mean Starbucks is done growing. Even the best companies have hiccups. The long-term growth story is intact. Coffee consumption per capita in China and India have a long way to go"  
[X Link](https://x.com/FischerRandom1/status/1785809168001057229)  2024-05-01T23:10Z [---] followers, [---] engagements


"@PythiaR At some point great management is priced in. Everybody and their dog raves about the management at companies like $CSU and $DHR. Its not a secret"  
[X Link](https://x.com/FischerRandom1/status/1785863188988280891)  2024-05-02T02:45Z [---] followers, [---] engagements


"@tiffanobi No idea but that Oreo cake looks damn good"  
[X Link](https://x.com/FischerRandom1/status/1786223248348176425)  2024-05-03T02:36Z [---] followers, [---] engagements


"@jessakiddding Just look at that peach. Damn Jessa serving cake 🍑🩷"  
[X Link](https://x.com/FischerRandom1/status/1786224410992750823)  2024-05-03T02:41Z [---] followers, [---] engagements


"@CCM_Brett $CNQ"  
[X Link](https://x.com/FischerRandom1/status/1786864890579222891)  2024-05-04T21:06Z [---] followers, [---] engagements


"@bucketshopcap Buy stocks for less than theyre worth. Not a complicated proposition"  
[X Link](https://x.com/FischerRandom1/status/1786893136268054661)  2024-05-04T22:58Z [---] followers, [---] engagements


"@IBuyCheapNPray @SteigerwaldValu @InvestRoiss $KO doesnt have zero growth and over the next decade the rise of the middle class in India and other emerging markets will be a strong tailwind. Coca-Cola has a high multiple because of its wide moat. Dont expect it to compress to a lower P/E than [--] anytime soon"  
[X Link](https://x.com/FischerRandom1/status/1787627251682414720)  2024-05-06T23:35Z [---] followers, [--] engagements


"@jbulltard1 [---] hour workweeks are a waste of time and a clear sign of lousy management. No pride to be found in working long hours on Wall Street"  
[X Link](https://x.com/FischerRandom1/status/1789468784274673697)  2024-05-12T01:32Z [---] followers, [--] engagements


"@JRogrow Low P/E stocks are rarely high quality and growing with a high degree of certainty. Otherwise they wouldnt have a low P/E. Better chance of finding value by looking at all kinds of companies"  
[X Link](https://x.com/FischerRandom1/status/1789787316891828303)  2024-05-12T22:38Z [---] followers, [---] engagements


"@BluthCapital $PM shouldnt be $250. No chance with the amount of debt they have. Zyn is just a bonus the key business is IQOS and cigarettes"  
[X Link](https://x.com/FischerRandom1/status/1790539036269879716)  2024-05-15T00:25Z [---] followers, [---] engagements


"@SpoilLivy Lemme see your hot black outfit babe"  
[X Link](https://x.com/FischerRandom1/status/1790862822689083564)  2024-05-15T21:52Z [---] followers, [--] engagements


"@PythiaR Watches are pointless when youve got a smartphone"  
[X Link](https://x.com/FischerRandom1/status/1790872373568119178)  2024-05-15T22:30Z [---] followers, [--] engagements


"@buccocapital Wow a no-moat company with 100M in FCF (adjusted for SBC) for a bargain market cap of almost 9B. Whats not to love"  
[X Link](https://x.com/FischerRandom1/status/1790943245096177984)  2024-05-16T03:11Z [---] followers, [---] engagements


"Taylor Swift is mommy af 💙"  
[X Link](https://x.com/FischerRandom1/status/1791113370495508731)  2024-05-16T14:27Z [---] followers, [---] engagements


"@IBuyCheapNPray Why not buy solid small cap value ETFs like $AVUV and $AVDV and save yourself the hassle"  
[X Link](https://x.com/FischerRandom1/status/1791170463080567216)  2024-05-16T18:14Z [----] followers, [---] engagements


"@IBuyCheapNPray Just index. Takes [--] hours a week of study and provides plenty of diversification"  
[X Link](https://x.com/FischerRandom1/status/1791199125280588228)  2024-05-16T20:08Z [---] followers, [---] engagements


"@itsalexkay Absolutely. The way that leather skirt keeps riding up your thighs is so hot Alex"  
[X Link](https://x.com/FischerRandom1/status/1791200103421591701)  2024-05-16T20:12Z [---] followers, [---] engagements


"@Itscorrieyee Starbucks obvi. Love your Chanel outfit Corrie 🩷"  
[X Link](https://x.com/FischerRandom1/status/1791259202872136113)  2024-05-17T00:07Z [---] followers, [--] engagements


"@AndrewhFX @TidefallCapital Plenty of articles specifically mention Dell not Qualcomm"  
[X Link](https://x.com/FischerRandom1/status/1796967770506031269)  2024-06-01T18:11Z [---] followers, [---] engagements


"@allecakes That cake looks amazing Alle. Happy birthday 🧁🍑"  
[X Link](https://x.com/FischerRandom1/status/1797033763265819093)  2024-06-01T22:33Z [---] followers, [---] engagements


"@Rebrand_As_Y They make barely any cash flow after deducting SBC"  
[X Link](https://x.com/FischerRandom1/status/1798132004971831335)  2024-06-04T23:17Z [---] followers, [---] engagements


"@AltayCapital @BluthCapital Consumer staples with emerging markets exposure will increase both volume and price long-term. India is a massive opportunity for companies like $KO $UL and $PG"  
[X Link](https://x.com/FischerRandom1/status/1798475165858140466)  2024-06-05T22:01Z [---] followers, [--] engagements


"@marc_slans $PG and $CL have been doing just fine"  
[X Link](https://x.com/FischerRandom1/status/1798479604858188229)  2024-06-05T22:18Z [---] followers, [--] engagements


"@buccocapital When market participants forecast via silly extrapolation this is what happens. The charts of $NVDA and $LLY will resemble mountain peaks too eventually"  
[X Link](https://x.com/FischerRandom1/status/1798496282031558924)  2024-06-05T23:25Z [---] followers, [---] engagements


"@BarrySchwartzBW $AAPL and $COST are obviously overvalued and will very likely generate mediocre returns over the next decade. Multiple expansion is mean reverting"  
[X Link](https://x.com/FischerRandom1/status/1798497538775073163)  2024-06-05T23:30Z [---] followers, [---] engagements


"@WorshipLiz New Lululemon ad campaign. Hot girls enjoying nature without a care in the world 😜🍑"  
[X Link](https://x.com/FischerRandom1/status/1799558281226043818)  2024-06-08T21:45Z [---] followers, [---] engagements


"@BarrySchwartzBW Let's face it the S&P [---] has a bunch of overvalued large cap growth stocks. Don't be surprised if the TSX significantly outperforms over the next several years"  
[X Link](https://x.com/FischerRandom1/status/1800644440945463297)  2024-06-11T21:41Z [---] followers, [----] engagements


"@BarrySchwartzBW Some P/E ratios: $LLY - [---] $NVDA - [--] $AVGO - [--] $COST - [--] $MSFT - 37"  
[X Link](https://x.com/FischerRandom1/status/1800644882714747367)  2024-06-11T21:42Z [---] followers, [---] engagements


"@RihardJarc AI only accelerates a decrease in FCF. Can't wait until $META cuts spending on AI and VR"  
[X Link](https://x.com/FischerRandom1/status/1800649918853369915)  2024-06-11T22:02Z [---] followers, [---] engagements


"@justwannasayth2 @3Plantey2 @BarrySchwartzBW If you look at historical data there is a negative correlation between real stock returns and per capita GDP growth. All comes back to expectations. Low expectations are an investor's best friend"  
[X Link](https://x.com/FischerRandom1/status/1800684748123365581)  2024-06-12T00:21Z [---] followers, [---] engagements


"@itsalexkay Up here. Sorry mommy your cleavage is so hot"  
[X Link](https://x.com/FischerRandom1/status/1801718849714458826)  2024-06-14T20:50Z [---] followers, [---] engagements


"@urownerC Is this a new Taylor Swift album cover Cause it should be 😜"  
[X Link](https://x.com/FischerRandom1/status/1803380474816921966)  2024-06-19T10:53Z [---] followers, [--] engagements


"@lexxxiangel Blondes and denim shorts match like the sand and the sea. Love the California vibes babe"  
[X Link](https://x.com/FischerRandom1/status/1804910514708828422)  2024-06-23T16:12Z [---] followers, [---] engagements


"@JonahLupton Still a far stronger brand than On or Hoka. Just so happens that ugly shoes are currently in style"  
[X Link](https://x.com/FischerRandom1/status/1806447502201110973)  2024-06-27T22:00Z [---] followers, [--] engagements


"@willis_cap The bull case is significant growth in emerging markets over the next couple of decades. The P/E is not just a function of growth rate but longevity / runway. Nike will still be a strong brand long after ugly shoes like Crocs On and Hoka go out of style"  
[X Link](https://x.com/FischerRandom1/status/1806727083990671772)  2024-06-28T16:31Z [---] followers, [---] engagements


"@TSOH_Investing Its mostly post-pandemic normalization. Investors really seem to have a hard time making forecasts based on something other than simple extrapolation. If markets valued businesses correctly stock prices wouldnt follow EPS so closely"  
[X Link](https://x.com/FischerRandom1/status/1806752038023274723)  2024-06-28T18:10Z [---] followers, [---] engagements


"@bucketshopcap What and become a momentum chaser As if. Keep buying undervalued stocks. When the AI bubble bursts small-cap value and tobacco stocks will perform very well"  
[X Link](https://x.com/FischerRandom1/status/1808619287319621854)  2024-07-03T21:50Z [---] followers, [---] engagements


"@tidyanalysis @yrechtman Its not a race. Before spending billions on speculative projects let other companies figure out if there is even any significant return on capital to be made. No point spending just because other companies are spending"  
[X Link](https://x.com/FischerRandom1/status/1809651541001089288)  2024-07-06T18:12Z [---] followers, [--] engagements


"@BarrySchwartzBW The problem is that when the company runs into any issues multiple compression is severe. Just look at the likes of $SBUX $EL $LULU $NKE and $BF.B"  
[X Link](https://x.com/FischerRandom1/status/1810448592169255357)  2024-07-08T22:59Z [---] followers, [---] engagements


"@fundhunter_co @SecretMoneyMan @TSOH_Investing Nikes decision to cut ties with wholesalers had far more impact than any marginal increase in competition from On and Hoka. Fortunately they understand it was a mistake and can fix it"  
[X Link](https://x.com/FischerRandom1/status/1811365725296009632)  2024-07-11T11:43Z [---] followers, [--] engagements


"@TidefallCapital $ROL $HEI $WM"  
[X Link](https://x.com/FischerRandom1/status/1811583649826922542)  2024-07-12T02:09Z [---] followers, [--] engagements


"@valuations_ Id much rather own $NKE than $CROX"  
[X Link](https://x.com/FischerRandom1/status/1813029196706554255)  2024-07-16T01:53Z [---] followers, [---] engagements


"@TidefallCapital You're not missing anything. It's part of the quality bubble along with $WM $ROL and $HEI"  
[X Link](https://x.com/FischerRandom1/status/1814072883871690871)  2024-07-18T23:00Z [---] followers, [---] engagements


"@_sem_yyc Just wear Nike Blazers babe. All the other gym baddies do"  
[X Link](https://x.com/FischerRandom1/status/1815427007380902238)  2024-07-22T16:41Z [---] followers, [---] engagements


"@ObscurValuation @ASinvestingUK @ValueStockGeek Speciality retailers like $TSCO $AZO and $ULTA have performed well for many years"  
[X Link](https://x.com/FischerRandom1/status/1816610068067954694)  2024-07-25T23:02Z [---] followers, [---] engagements


"@bucketshopcap This is how it is near bubble peaks. Risk management goes out of style. Valuation is ignored. Momentum and quality chasing is in style. Has happened several times before e.g. Nifty Fifty Dot Com bubbles"  
[X Link](https://x.com/FischerRandom1/status/1817596295336362329)  2024-07-28T16:21Z [----] followers, [---] engagements


"@Citrini7 Some of the strongest consumer discretionary companies are seeing significant weakness e.g. Starbucks Nike Lululemon Ulta Beauty. Slowing spending across the board"  
[X Link](https://x.com/FischerRandom1/status/1817637133605298244)  2024-07-28T19:03Z [---] followers, [--] engagements


"@joecarlsonshow The stock was simply overvalued. Lululemon has been around for over two decades and pioneered the athleisure category. Difficult pandemic comps and multiple compression were inevitable. $COST can also fall 50% given its P/E of 50"  
[X Link](https://x.com/FischerRandom1/status/1818476936751907227)  2024-07-31T02:41Z [---] followers, [--] engagements


"@goddessjordan_ New Nike ad campaign when Just do it 😜👅"  
[X Link](https://x.com/FischerRandom1/status/1819187345423290457)  2024-08-02T01:43Z [---] followers, [--] engagements


"@BarrySchwartzBW Now look at free cash flow minus SBC"  
[X Link](https://x.com/FischerRandom1/status/1819801069297311963)  2024-08-03T18:22Z [---] followers, [---] engagements


"@fundhunter_co @ChrisBloomstran Buy stocks that are a lot cheaper than $AAPL"  
[X Link](https://x.com/FischerRandom1/status/1820074965950968219)  2024-08-04T12:31Z [---] followers, [---] engagements


"@BarrySchwartzBW A single intraday swing means nothing. Stocks like $AAPL and $MSFT are far from cheap. They can easily fall a lot more"  
[X Link](https://x.com/FischerRandom1/status/1820522850316669306)  2024-08-05T18:10Z [---] followers, [---] engagements


"@fundhunter_co @CCM_Brett @JerryCap The opportunity cost isnt a Treasury bill but other far cheaper stocks than $AAPL"  
[X Link](https://x.com/FischerRandom1/status/1820775407890632747)  2024-08-06T10:54Z [---] followers, [---] engagements


"@fundhunter_co @CCM_Brett @JerryCap I agree that growth and quality are components of valuation but we also happen to be in a quality bubble with many investors looking at a very narrow investable universe. Much more likely that lower quality stocks are mispriced by a greater degree"  
[X Link](https://x.com/FischerRandom1/status/1820781832817807593)  2024-08-06T11:19Z [---] followers, [--] engagements


"@ArneUlland $EL $BF.B and $LULU were big winners too until they werent because of slowing growth and rapid multiple compression. If you wouldnt buy more of a stock at its current price you should sell"  
[X Link](https://x.com/FischerRandom1/status/1821887310759145540)  2024-08-09T12:32Z [---] followers, [---] engagements


"@joecarlsonshow At what multiple would you say those wonderful attributes are priced in Why do you expect to outperform by holding a company everybody loves at a FCF yield of less than 2% Learn from the Nifty Fifty bubble. A great company doesnt mean a great stock"  
[X Link](https://x.com/FischerRandom1/status/1821992406746603803)  2024-08-09T19:30Z [---] followers, [---] engagements


"@CCM_Brett Youre not going to see $LULU at a forward P/E of [--]. Its far too good of a retailer for that. Same goes for $NKE"  
[X Link](https://x.com/FischerRandom1/status/1822759508722016663)  2024-08-11T22:18Z [---] followers, [---] engagements


"@joecarlsonshow There is obvious downside risk in $COST. The multiple can contract significantly"  
[X Link](https://x.com/FischerRandom1/status/1823124802015543680)  2024-08-12T22:29Z [---] followers, [---] engagements


"@TidefallCapital $SBUX was undervalued. Other consumer discretionary stocks with China exposure were also up significantly today e.g. $EL $NKE"  
[X Link](https://x.com/FischerRandom1/status/1823477171069051110)  2024-08-13T21:50Z [---] followers, [---] engagements


"@Dynamicbrands I'll stick with $SBUX. The valuation is much more reasonable"  
[X Link](https://x.com/FischerRandom1/status/1823490017148215577)  2024-08-13T22:41Z [---] followers, [---] engagements


"@TidefallCapital @thexcapitalist Its a specialty retailer like $TSCO and $AZO. Women want to try products in store before buying and Ulta has a great selection. Despite the lack of a wide moat Ulta has been very successful"  
[X Link](https://x.com/FischerRandom1/status/1824227529567178770)  2024-08-15T23:31Z [---] followers, [---] engagements


"@rev_cap Time for international stocks to outperform"  
[X Link](https://x.com/FischerRandom1/status/1828176717032153398)  2024-08-26T21:04Z [---] followers, [--] engagements


"@ObscurValuation Alcohol consumption continues to grow in emerging markets such as India"  
[X Link](https://x.com/FischerRandom1/status/1831822362838442046)  2024-09-05T22:30Z [---] followers, [--] engagements


"@LukeWolgram Why would I own a portfolio full of consensus quality bubble stocks after a decade of multiple expansion Would rather own stocks like $BTI and $DEO"  
[X Link](https://x.com/FischerRandom1/status/1831822694314397760)  2024-09-05T22:32Z [----] followers, [---] engagements


"@rev_cap The consumer is weak. Look at guidance from consumer discretionary companies like Nike Lululemon Starbucks and Ulta Beauty"  
[X Link](https://x.com/FischerRandom1/status/1832423521450168422)  2024-09-07T14:19Z [---] followers, [---] engagements


"@bucketshopcap Buy undervalued stocks across sectors and geographies irrespective of quality"  
[X Link](https://x.com/FischerRandom1/status/1833820498548932815)  2024-09-11T10:50Z [---] followers, [--] engagements


"@Lucylemonxxx So hot mommy"  
[X Link](https://x.com/FischerRandom1/status/1834558532546371634)  2024-09-13T11:43Z [---] followers, [---] engagements


"@Rebrand_As_Y With oil stocks you get paid to absorb volatility. Reinvesting dividends across cycles is the way. For the period from [----] to [----] Jeremy Siegels research showed oil stocks outperformed the S&P 500"  
[X Link](https://x.com/FischerRandom1/status/1834560689752494250)  2024-09-13T11:52Z [---] followers, [--] engagements


"@joecarlsonshow The P/E multiple of $COST can easily compress to 25"  
[X Link](https://x.com/FischerRandom1/status/1834730863109513295)  2024-09-13T23:08Z [---] followers, [---] engagements


"@bucketshopcap Forgetting about [----] already From their highs $MSFT $GOOGL $AMZN and $META fell [--] [--] [--] and 76% respectively huge drops by any standard"  
[X Link](https://x.com/FischerRandom1/status/1836895661444214983)  2024-09-19T22:30Z [---] followers, [---] engagements


"@bucketshopcap That's what people said during the Nifty Fifty bubble. It's precisely this kind of mentality that leads to stocks like $COST selling at a P/E of 56"  
[X Link](https://x.com/FischerRandom1/status/1836896235896144087)  2024-09-19T22:32Z [---] followers, [--] engagements


"@__paleologo Peter Lynch owned hundreds of stocks and outperformed. Most fund managers are nowhere near contrarian enough to challenge investing wisdom"  
[X Link](https://x.com/FischerRandom1/status/1837080987458498899)  2024-09-20T10:46Z [---] followers, [---] engagements


"@deepvalueco Because so many investors think the same way: I dont know anything about medicine so Ill just invest in suppliers to the medical companies"  
[X Link](https://x.com/FischerRandom1/status/1837454518008553618)  2024-09-21T11:31Z [---] followers, [--] engagements


"@chat_SBC @iancassel Other compounders held by many funds have also fallen dramatically in a short timespan. Some examples: $EL $BF.B $NKE $EW. Valuation doesnt matter until it does"  
[X Link](https://x.com/FischerRandom1/status/1837541997831172352)  2024-09-21T17:18Z [----] followers, [---] engagements


"@RihardJarc @EggsWhite $META shareholders would have been even better off if all the money spent on Reality Labs went toward dividends and buybacks"  
[X Link](https://x.com/FischerRandom1/status/1839093640271929604)  2024-09-26T00:04Z [---] followers, [---] engagements


"@Mr_Derivatives Now look at P/FCF ratios after subtracting share-based compensation"  
[X Link](https://x.com/FischerRandom1/status/1839820020609626416)  2024-09-28T00:10Z [---] followers, [---] engagements


"@pandawatch88 @WagieCapital Unfortunately multiple compression can easily make their annual return negative. If anyone thinks $COST cant go back to a P/E multiple of [--] theyre dreaming"  
[X Link](https://x.com/FischerRandom1/status/1842640461405581440)  2024-10-05T18:58Z [---] followers, [--] engagements


"@21Quebec @DividendGrowth Youre assuming VOO will show more capital appreciation. At current valuations its quite likely VOO goes nowhere for a decade"  
[X Link](https://x.com/FischerRandom1/status/1845085456406384648)  2024-10-12T12:53Z [----] followers, [--] engagements


"@brattykylani @drainedbykayla That harmony though"  
[X Link](https://x.com/FischerRandom1/status/1847742283359363344)  2024-10-19T20:51Z [----] followers, [---] engagements


"@ecommerceshares Plenty of great consumer discretionary companies are seeing weakness $LULU $LVMH $NKE etc. Starbucks will rebound sooner or later"  
[X Link](https://x.com/FischerRandom1/status/1848847062357459306)  2024-10-22T22:01Z [----] followers, [---] engagements


"@ecommerceshares Good luck predicting earnings accurately for an auto manufacturer"  
[X Link](https://x.com/FischerRandom1/status/1848878633903132722)  2024-10-23T00:06Z [----] followers, [--] engagements


"@PythiaR They really need to start marketing a lot more than they do. I barely see any ads for Estee Lauder Clinique MAC etc. Great brands but badly mismanaged"  
[X Link](https://x.com/FischerRandom1/status/1852101185723076835)  2024-10-31T21:31Z [----] followers, [---] engagements


"@SouthernValue95 Theyre not magically exempt from how all stocks are ultimately valued: FCF. If they appear inexpensive based on P/E its because there are doubts about the return on large capex and sustainability of growth given their already massive scale"  
[X Link](https://x.com/FischerRandom1/status/1852696561194619289)  2024-11-02T12:57Z [---] followers, [---] engagements


"@ValueStockGeek Choosing to allocate heavily ex-US due to lower valuations is an active decision even if you invest in passive ETFs like VXUS"  
[X Link](https://x.com/FischerRandom1/status/1853093620611465474)  2024-11-03T15:15Z [---] followers, [---] engagements


"@joecarlsonshow What about companies like Este Lauder Brown-Forman Lululemon and Nike All were loved at some point. All are down significantly. Is it a good time to buy Not easy to say"  
[X Link](https://x.com/FischerRandom1/status/1853181103898849663)  2024-11-03T21:03Z [---] followers, [----] engagements


"@BarrySchwartzBW Buying $AAPL at record high sentiment and selling $NKE at record low sentiment. Classic"  
[X Link](https://x.com/FischerRandom1/status/1853575560460452270)  2024-11-04T23:10Z [---] followers, [---] engagements


"@JMihaljevic Quality bubble. $COST $CTAS $FICO $ROL $MCO etc"  
[X Link](https://x.com/FischerRandom1/status/1855038718823846193)  2024-11-09T00:04Z [----] followers, [---] engagements


"@surelynotsierra Serious Billie Eilish vibes Sierra"  
[X Link](https://x.com/FischerRandom1/status/1855244402538496266)  2024-11-09T13:41Z [----] followers, [----] engagements


"@bucketshopcap Of course the mega cap leaders can be wrong. Theres very little independent thinking going on"  
[X Link](https://x.com/FischerRandom1/status/1855627525533094202)  2024-11-10T15:04Z [----] followers, [---] engagements


"@ecommerceshares Meanwhile $LEVI and $AEO have done nothing over the past several years. Both sell baggy jeans. Its difficult to predict winners even if you spot the trend"  
[X Link](https://x.com/FischerRandom1/status/1858277183485022513)  2024-11-17T22:33Z [----] followers, [---] engagements


"@CCM_Brett Why dont investors ever talk about Tencent Instead its Alibaba everyday"  
[X Link](https://x.com/FischerRandom1/status/1859021517214151010)  2024-11-19T23:50Z [----] followers, [---] engagements


"@willis_cap $DEO $UL $NESN $LVMH $OR"  
[X Link](https://x.com/FischerRandom1/status/1859056720783331557)  2024-11-20T02:10Z [----] followers, [---] engagements


"@CCM_Brett Is it though Now is a great time to accumulate shares of solid companies at lower valuations than they've had in a long time e.g. $NKE $DEO $LVMH $HSY"  
[X Link](https://x.com/FischerRandom1/status/1859371072438546610)  2024-11-20T22:59Z [----] followers, [---] engagements


"@MetacriticCap Stocks can work without any earnings growth. All about expectations vs. reality"  
[X Link](https://x.com/FischerRandom1/status/1859937542562513170)  2024-11-22T12:30Z [----] followers, [---] engagements


"@TidefallCapital I think itll get back to a P/E of [--]. Many cases in this market of slowing growth leading to rapid multiple compression e.g. $EL $NKE $LULU $BF.B"  
[X Link](https://x.com/FischerRandom1/status/1861930985945809001)  2024-11-28T00:31Z [----] followers, [---] engagements


"@TidefallCapital @ObscurValuation Then they should expect low bond-like returns. Why should anyone get rewarded for holding a high-multiple predictable business like $COST"  
[X Link](https://x.com/FischerRandom1/status/1861933904187232261)  2024-11-28T00:43Z [----] followers, [--] engagements


"@rsandler21969 The valuation discrepancy is significantly greater than the quality discrepancy. Theres nothing normal about the multiples on stocks like $AAPL $LLY $WMT and $COST"  
[X Link](https://x.com/FischerRandom1/status/1862712299275841629)  2024-11-30T04:16Z [----] followers, [---] engagements


"@atelicinvest Growth of the middle class in India"  
[X Link](https://x.com/FischerRandom1/status/1864450641872945439)  2024-12-04T23:24Z [---] followers, [--] engagements


"@dalibali2 $MDLZ $NKE $EL $LULU $BF.B $DEO"  
[X Link](https://x.com/FischerRandom1/status/1864639710171197588)  2024-12-05T11:55Z [----] followers, [---] engagements


"@EconomPic @cullenroche The US also had a significant corporate tax rate cut in [----] low interest rates and a bunch of pandemic stimulus none of which will repeat. Indeed I see higher interest rates higher tax rates and continued spending normalization going forward"  
[X Link](https://x.com/FischerRandom1/status/1864864804373975251)  2024-12-06T02:49Z [---] followers, [--] engagements


"@Chariot_Invest Free cash flow growth is driven by incremental capital invested times return on that additional capital. If a stock is correctly valued that additional growth is priced in and your return will be the discount rate not the rate of return on incremental capital"  
[X Link](https://x.com/FischerRandom1/status/1865092106009579864)  2024-12-06T17:53Z [---] followers, [---] engagements


"@JerryCap Because they think a bit of normalization after strong pandemic growth means Alo and Vuori are strong competitors. Neither has the brand power of Lululemon"  
[X Link](https://x.com/FischerRandom1/status/1865171585847488524)  2024-12-06T23:08Z [---] followers, [---] engagements


"@WagieCapital @ObscurValuation Until they do. Have people already forgotten the significant losses in [----] Thats what happens without valuation support"  
[X Link](https://x.com/FischerRandom1/status/1865179506173960629)  2024-12-06T23:40Z [---] followers, [---] engagements


"@astr_prncss Youre so fuckin hot its unreal"  
[X Link](https://x.com/FischerRandom1/status/1866204495635722461)  2024-12-09T19:33Z [----] followers, [---] engagements


"@charliebilello Given their massive size it's going to get harder and harder for Apple to grow. On a base of $109B in free cash flow even 10% growth requires Apple to generate an incremental $11B dollars close to Mastercard's entire annual earnings"  
[X Link](https://x.com/FischerRandom1/status/1867358317636354163)  2024-12-12T23:58Z [----] followers, [--] engagements


"@NorthmanTrader $AAPL currently has a P/E of [--]. There's little chance it generates enough earnings growth for the forward P/E to be 30"  
[X Link](https://x.com/FischerRandom1/status/1868783345100001328)  2024-12-16T22:20Z [----] followers, [--] engagements


"@hurdle_rate $MDLZ"  
[X Link](https://x.com/FischerRandom1/status/1868965038926811281)  2024-12-17T10:22Z [----] followers, [--] engagements


"@ecommerceshares And people still say valuation doesnt matter. $NVO simply had far too much optimism priced in"  
[X Link](https://x.com/FischerRandom1/status/1870091180169670915)  2024-12-20T12:57Z [----] followers, [----] engagements


"@atelicinvest $DEO $BTI"  
[X Link](https://x.com/FischerRandom1/status/1870244065532326238)  2024-12-20T23:05Z [----] followers, [---] engagements


"@madisonjaanee Mommy af. Love that Dior necklace babe"  
[X Link](https://x.com/FischerRandom1/status/1871650188160635352)  2024-12-24T20:12Z [----] followers, [---] engagements


"@aliiicakes New Lululemon ad when 😜"  
[X Link](https://x.com/FischerRandom1/status/1871734917392163032)  2024-12-25T01:49Z [----] followers, [--] engagements


"@joecarlsonshow Everybody is well aware of their fantastic business characteristics. Why do you think they will persistently beat the market Does the concept of priced in mean anything"  
[X Link](https://x.com/FischerRandom1/status/1873499312396845138)  2024-12-29T22:40Z [----] followers, [----] engagements


"@joecarlsonshow $AMZN $GOOGL $MSFT and $NFLX all have P/(FCF - SBC) ratios over [--]. Apples P/E has expanded from [--] to [--] over the past few years despite flat earnings. A lot of growth is priced in. I bet they underperform the market over the next few years"  
[X Link](https://x.com/FischerRandom1/status/1873582328414679233)  2024-12-30T04:10Z [----] followers, [---] engagements


"@stevehouf Were currently in a quality bubble very similar to the Nifty Fifty. Just look at the valuations on stocks like $AAPL and $COST. Dont expect continued outperformance"  
[X Link](https://x.com/FischerRandom1/status/1874170955502936252)  2024-12-31T19:09Z [----] followers, [--] engagements


"@JerryCap By understand he means the ability to accurately forecast future cash flows. For example everybody knows Nvidia sells GPUs but very few people can tell you how sustainable the current earnings are"  
[X Link](https://x.com/FischerRandom1/status/1874795610093879602)  2025-01-02T12:31Z [----] followers, [--] engagements


"@bucketshopcap Because it has a market cap of [---] trillion and a P/FCF ratio of [--]. What do you think isnt priced in"  
[X Link](https://x.com/FischerRandom1/status/1874952626544251289)  2025-01-02T22:55Z [----] followers, [---] engagements


"@ToffCap Rates should affect the valuations of all assets. $AAPL and $COST are at record high valuations without a care in the world. Why"  
[X Link](https://x.com/FischerRandom1/status/1874963398699684243)  2025-01-02T23:38Z [----] followers, [---] engagements


"@AswathDamodaran Theres no way US stocks have an expected return of 8.9% at current valuations. Not after a decade of serious multiple expansion"  
[X Link](https://x.com/FischerRandom1/status/1875266390845993051)  2025-01-03T19:42Z [----] followers, [----] engagements


"@MikeZaccardi Because most of the time the market goes up. However were currently at record high valuations. I see plenty of risk with stocks like $AAPL at a P/E of 40"  
[X Link](https://x.com/FischerRandom1/status/1875753480117448742)  2025-01-05T03:57Z [----] followers, [---] engagements


"@MetacriticCap All of the above are overvalued. The market is well aware of the business attributes of $FICO $NVDA and $RACE"  
[X Link](https://x.com/FischerRandom1/status/1876395666135757214)  2025-01-06T22:29Z [----] followers, [---] engagements


"@investwithwes1 This is why diversification matters. Don't be all in on any asset class or geography or factor"  
[X Link](https://x.com/FischerRandom1/status/1877136380041494947)  2025-01-08T23:32Z [----] followers, [---] engagements


"@fallonxoxolove God damn you look good Miss"  
[X Link](https://x.com/FischerRandom1/status/1877198614688158205)  2025-01-09T03:40Z [----] followers, [---] engagements


"@UpslopeCapital Been a very difficult time for consumer staples and health care stocks"  
[X Link](https://x.com/FischerRandom1/status/1877488336882843968)  2025-01-09T22:51Z [----] followers, [---] engagements


"@astr_prncss You're so hot mommy"  
[X Link](https://x.com/FischerRandom1/status/1877502167164072063)  2025-01-09T23:46Z [----] followers, [--] engagements


"@retaox $DEO. Far more diversified geographically and by type of alcohol"  
[X Link](https://x.com/FischerRandom1/status/1877799646166134966)  2025-01-10T19:28Z [----] followers, [---] engagements


"@astr_prncss Would lick your boots clean"  
[X Link](https://x.com/FischerRandom1/status/1878412430394433774)  2025-01-12T12:03Z [----] followers, [--] engagements


"@Goulderbilt @BuffaloBillCo Buying companies one thinks are overvalued just because they have momentum and large index weights makes little sense to a principled value investor"  
[X Link](https://x.com/FischerRandom1/status/1878514992363798578)  2025-01-12T18:50Z [----] followers, [--] engagements


"@_maddiemccrory New Lululemon ad when 🍑"  
[X Link](https://x.com/FischerRandom1/status/1878595343333613583)  2025-01-13T00:10Z [----] followers, [---] engagements


"@marc_slans @valuations_ Yes the future of consumer staples is all about emerging markets like India. Stocks like $MDLZ $NSRGY and $PEP have plenty of growth ahead of them. Gotta think in decades when it comes to these stocks"  
[X Link](https://x.com/FischerRandom1/status/1878934764360810544)  2025-01-13T22:38Z [----] followers, [---] engagements


"@fundhunter_co @fundiescapital At Apple's size growth will be very difficult. They make $391B in revenue. To grow just 10% they need to make an incremental $39B in revenue. That's more than Visa's annual revenue"  
[X Link](https://x.com/FischerRandom1/status/1879310049795031356)  2025-01-14T23:30Z [----] followers, [--] engagements


"@marketplunger1 Lucky that multiples expanded for so long. In a sane investing environment $COST would never have a P/E of 50"  
[X Link](https://x.com/FischerRandom1/status/1879663241556861406)  2025-01-15T22:53Z [----] followers, [---] engagements


"@atelicinvest Its a great bet. The ROI is almost guaranteed to be mediocre"  
[X Link](https://x.com/FischerRandom1/status/1881897169688600987)  2025-01-22T02:50Z [----] followers, [---] engagements


"@qcapital2020 The company has been able to grow revenues consistently for decades. They pulled a bunch of growth forward during the pandemic. If they get back to their retail partnerships and Chinese consumer confidence rebounds $NKE will do well"  
[X Link](https://x.com/FischerRandom1/status/1882220411745947877)  2025-01-23T00:14Z [----] followers, [---] engagements


"@realroseceline @NewcomerInvest Strong brands and significant emerging markets exposure. Cadbury is the top chocolate brand in India. The company consistently raises its dividend and repurchases shares"  
[X Link](https://x.com/FischerRandom1/status/1882632351278350470)  2025-01-24T03:31Z [----] followers, [--] engagements


"@HarleeHassell God I love baddies in Nike Blazers. Your legs look amazing. Would lick your sneakers clean"  
[X Link](https://x.com/FischerRandom1/status/1882807793763414162)  2025-01-24T15:08Z [----] followers, [--] engagements


"@ecommerceshares Earnings will grow again in the future. Coffee prices are very high right now but that wont be the case forever. Chinas coffee consumption per capita has a long runway ahead of it. Starbucks also has growth opportunities in markets like India and Brazil"  
[X Link](https://x.com/FischerRandom1/status/1884925638441615472)  2025-01-30T11:24Z [----] followers, [---] engagements


"@TidefallCapital $WMT had a P/E of [--] in [----]. Its now even higher despite being a more mature business. Future returns will likely be lousy"  
[X Link](https://x.com/FischerRandom1/status/1885163072920174666)  2025-01-31T03:07Z [----] followers, [--] engagements


"@ReturnsJourney Yes. Dividend growth over time"  
[X Link](https://x.com/FischerRandom1/status/1885482905968791624)  2025-02-01T00:18Z [----] followers, [--] engagements


"@CCM_Brett Dont use P/E for $GOOGL. The multiple on FCF - SBC is a lot higher"  
[X Link](https://x.com/FischerRandom1/status/1887459964287168692)  2025-02-06T11:14Z [----] followers, [---] engagements


"@hfreflection @PaneerCap Were in a very obvious quality bubble. Just look at stocks like $COST $CTAS $WM $ROL $SHW"  
[X Link](https://x.com/FischerRandom1/status/1888686322078134368)  2025-02-09T20:28Z [----] followers, [--] engagements

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