#  @FluentInQuality FluentInQuality FluentInQuality posts on X about $zeta, business, asml, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1618932321679282178/interactions)  - [--] Week [------] -7.90% - [--] Month [-------] +326% - [--] Months [-------] +34% - [--] Year [---------] +53% ### Mentions: [--] [#](/creator/twitter::1618932321679282178/posts_active)  - [--] Week [---] -21% - [--] Month [---] +122% - [--] Months [---] +53% - [--] Year [-----] +36% ### Followers: [-----] [#](/creator/twitter::1618932321679282178/followers)  - [--] Week [-----] +2% - [--] Month [-----] +13% - [--] Months [-----] +23% - [--] Year [-----] +88% ### CreatorRank: [-------] [#](/creator/twitter::1618932321679282178/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 68.79% [finance](/list/finance) 30.5% [technology brands](/list/technology-brands) 28.37% [cryptocurrencies](/list/cryptocurrencies) 25.53% [social networks](/list/social-networks) 2.84% [automotive brands](/list/automotive-brands) 2.13% [countries](/list/countries) 2.13% [luxury brands](/list/luxury-brands) 1.42% [currencies](/list/currencies) 1.42% [travel destinations](/list/travel-destinations) 0.71% **Social topic influence** [$zeta](/topic/$zeta) #46, [business](/topic/business) 9.93%, [asml](/topic/asml) #63, [ai](/topic/ai) 8.51%, [$hims](/topic/$hims) 7.09%, [$asml](/topic/$asml) #32, [$adbe](/topic/$adbe) #173, [$adyen](/topic/$adyen) #13, [$goog](/topic/$goog) 4.96%, [if you](/topic/if-you) 4.26% **Top accounts mentioned or mentioned by** [@sashinvesting](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@qualitystocksa](/creator/undefined) [@dimitrynakhla](/creator/undefined) [@mcbullish](/creator/undefined) [@0xtechquity](/creator/undefined) [@gubloinvestor](/creator/undefined) [@qualityinvest5](/creator/undefined) [@investincintel](/creator/undefined) [@xpert020](/creator/undefined) [@colby17201470](/creator/undefined) [@marketanch0r](/creator/undefined) [@tennee989999](/creator/undefined) [@tdearling](/creator/undefined) [@taft_greg](/creator/undefined) [@m1k3_dav3](/creator/undefined) [@internpierre](/creator/undefined) [@chitchatstocks](/creator/undefined) [@bramvgenechten](/creator/undefined) [@stockfins](/creator/undefined) **Top assets mentioned** [ZetaChain (ZETA)](/topic/$zeta) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Adobe, Inc. (ADBE)](/topic/$adbe) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [MercadoLibre Inc (MELI)](/topic/$meli) [Copart, Inc. (CPRT)](/topic/$cprt) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Duolingo, Inc. (DUOL)](/topic/$duol) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Novo-Nordisk (NVO)](/topic/$nvo) [Metadium (META)](/topic/$meta) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Mastercard, Inc. (MA)](/topic/$ma) [Zoetis Inc (ZTS)](/topic/$zts) [Adappter Token (ADP)](/topic/$adp) [S&P Global Inc (SPGI)](/topic/$spgi) [Reality Metaverse (RMV)](/topic/$rmv) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [SAP SE (SAP)](/topic/$sap) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [AppFolio, Inc. Class A (APPF)](/topic/$appf) [Wing Finance (WING)](/topic/$wing) [Klarna Group plc (KLAR)](/topic/$klar) [Ferrari N.V. (RACE)](/topic/$race) [RAI Finance (SOFI)](/topic/$sofi) [Hamilton Lane Incorporated Class A Common Stock (HLNE)](/topic/$hlne) [DNP Select Income Fund Inc. (DNP)](/topic/$dnp) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Neurobro (BRO)](/topic/$bro) [Fabrinet (FN)](/topic/$fn) [New York Times Co. (NYT)](/topic/$nyt) [Autoliv, Inc. (ALV)](/topic/$alv) [Watts Water Technologies, Inc. Class A (WTS)](/topic/$wts) [Paylocity Holding, Corp. (PCTY)](/topic/$pcty) [AIT Protocol (AIT)](/topic/$ait) [Nextracker Inc. (NXT)](/topic/$nxt) [Watsco, Inc. (WSO)](/topic/$wso) [Zeta Global Holdings Corp. (ZETA)](/topic/zeta-global) [4 (FOUR)](/topic/$four) ### Top Social Posts Top posts by engagements in the last [--] hours "$VEEV is printing free cash flow. SBC eats up a significant chunk though. SBC/FCF ratio is luckily declining" [X Link](https://x.com/FluentInQuality/status/2021871926650520005) 2026-02-12T09:00Z [----] followers, [---] engagements "Capital efficient companies with a market cap of 2B-10B 👇🏻 (ROIC 15%+) [--]. Hims and Hers $HIMS [--]. Fabrinet $FN [--]. Paylocity Holding $PCTY [--]. Applied Industrial $AIT [--]. New York Times $NYT [--]. AppFolio $APPF [--]. Nextracker $NXT [--]. Autoliv $ALV [--]. Watts Water $WTS [--]. Wingstop $WING" [X Link](https://x.com/FluentInQuality/status/1958831660817904055) 2025-08-22T10:00Z [----] followers, [----] engagements "Hello plateau. Seems fairly valued until you see the top line stagnating. Any takers here $WSO" [X Link](https://x.com/FluentInQuality/status/2009388425485455743) 2026-01-08T22:15Z [----] followers, [---] engagements "1/ 🧵 $ZETA has been a volatile ride. [----] peak: $26 [----] low: $11 (nearly -60% from the high) Now: $25 Heres what Zeta Global does why the stock could easily double over the next [--] years and what can break the thesis. $ZETA" [X Link](https://x.com/FluentInQuality/status/2010524651433169363) 2026-01-12T01:30Z [----] followers, [---] engagements "Debt seems to be the biggest ''issue'' with $FOUR But if you take a closer look the debt structure is alright to be honest Most of the debt is maturing in [----] giving $FOUR ample room to smooth out their debt payments" [X Link](https://x.com/FluentInQuality/status/2011249427982283176) 2026-01-14T01:30Z [----] followers, [----] engagements "What's that one or two stocks you can truly just set and forget I think both $V and $MA are truly those companies" [X Link](https://x.com/FluentInQuality/status/2013174740718919960) 2026-01-19T09:00Z [----] followers, [----] engagements "@chitchatstocks $ADYEN is a powerhouse. Slowdown is coming but that is inevitable when you're getting larger and larger" [X Link](https://x.com/FluentInQuality/status/2013327484188508618) 2026-01-19T19:07Z [----] followers, [---] engagements "I have't seen much of $ADYEN on my timeline I thought I would bless you all with this beautiful chart Absolute. Cinema" [X Link](https://x.com/FluentInQuality/status/2013635215311175907) 2026-01-20T15:30Z [----] followers, [----] engagements "$ZETA is the definition of a boring stock that can pay the most. While investors get distracted the business is quietly setting up a re-rate. Here's why $ZETA is going to make you a millionaire 🧵👇🏻" [X Link](https://x.com/FluentInQuality/status/2015016775608312200) 2026-01-24T11:00Z [----] followers, [----] engagements "1/ $ZETAs top line is still compounding. Revenue grew from $306M (2019) to $1006M (2024) and $1225M (LTM). The model is calling for $1289M (2025E) and $1730M (2026E). Scale is already proven [----] comps get easier Reacceleration becomes the narrative" [X Link](https://x.com/FluentInQuality/status/2015016776929579496) 2026-01-24T11:00Z [----] followers, [---] engagements "@McBullish How much is $ZTS of the portfolio" [X Link](https://x.com/FluentInQuality/status/2016088526593413327) 2026-01-27T09:58Z [----] followers, [--] engagements "@0xtechquity How would $ZTS prove its moat is resilient to you Just curious" [X Link](https://x.com/FluentInQuality/status/2016088733179650476) 2026-01-27T09:59Z [----] followers, [--] engagements "$ADP is starting to look interesting [--]. Revenue growth is modest [--]. They're buying back shares [--]. There's margin expansion [--]. Very sticky products I'm seeing opportunities. Why wouldn't it work from here for $ADP" [X Link](https://x.com/FluentInQuality/status/2016345521984569365) 2026-01-28T03:00Z [----] followers, [----] engagements "@SashInvesting I own $ADYEN $ $MELI as well. Solid businesses. $AMZN is oddly cheap only a matter of time it starts soaring again" [X Link](https://x.com/FluentInQuality/status/2016410875586883948) 2026-01-28T07:19Z [----] followers, [---] engagements "$MELI is currently valued at FY28 6x EV/OCF That for a hyper-growth monster that's dominating Latam Cherry picked this Yup. Even based on its current EV/EBITDA 24x isn't crazy for a business like $MELI" [X Link](https://x.com/FluentInQuality/status/2016636169283416175) 2026-01-28T22:15Z [----] followers, [----] engagements "What's an undisruptible company in your opinion (as far as possible) $MA $V and $ASML are up there. Maybe $TMSC as well Throw in some $SPGI for fun. What are your picks" [X Link](https://x.com/FluentInQuality/status/2016707901159526586) 2026-01-29T03:00Z [----] followers, [---] engagements "$CRM is valued at 17x FWD P/E - Low single-digit growth - Some buybacks - Strong growth in Asia - Low returns on capital I don't know about this one. What do you think Buy hold or sell" [X Link](https://x.com/FluentInQuality/status/2017591246835835359) 2026-01-31T13:30Z [----] followers, [----] engagements "@Gubloinvestor The scarier part is the massive increase in $KLAR users. Why are more and more people using BNPL apps That's one route to for sure set yourself up for financial failure. You're borrowing from your next month's paycheck" [X Link](https://x.com/FluentInQuality/status/2017612501613953291) 2026-01-31T14:54Z [----] followers, [---] engagements "I was looking at some older earnings calls and came across an old $CLF call THESE STATEMENTS ARE WILD 💀 These are CEO statements. We are going to screw these guys so badly that I dont believe that they will be able to resign. They will have to commit suicide. So we are going to screw these guys so badly that it will be fun to watch. You are messing with the wrong guy. Thats my message to you Matthew Korn if you are on the call it is still 10:42. Why dont you ask a freaking question. I will be happy to answer. If you are alone it would be a lot worse it will be bad no matter what but it will" [X Link](https://x.com/FluentInQuality/status/2017915879107723367) 2026-02-01T11:00Z [----] followers, [---] engagements "@Gubloinvestor $ASML No explanation needed :p" [X Link](https://x.com/FluentInQuality/status/2017966546778292611) 2026-02-01T14:21Z [----] followers, [---] engagements "$INOD helps Fortune [---] companies test diagnose and improve their large language models and generative AI systems If you mega-bullish on AI you should be mega bullish on $INOD" [X Link](https://x.com/FluentInQuality/status/2018014009635606641) 2026-02-01T17:30Z [----] followers, [----] engagements "$TAM.L has been on my list for quite some time True compounder in the asset management space Competent management aiming at nothing but growth and satisfying its customers" [X Link](https://x.com/FluentInQuality/status/2018085711170117820) 2026-02-01T22:15Z [----] followers, [---] engagements "It's honestly just a matter of time before $DUOL starts following its FCF per share again The AI narrative is boring and has limited grounds to stand on Don't get me started on ''translation earbuds'' being a threat. Nonsense" [X Link](https://x.com/FluentInQuality/status/2018134795218239585) 2026-02-02T01:30Z [----] followers, 16.6K engagements "$FICO is a prime example of optimal cash economics pricing power and operational leverage Wouldn't expect less from a company with a total chokehold on the rating industry $FICO is undisruptible. Can't tell me otherwise" [X Link](https://x.com/FluentInQuality/status/2018157454471639547) 2026-02-02T03:00Z [----] followers, [----] engagements "@BramVGenechten I got myself some $ASML so Im good not owning $TSM" [X Link](https://x.com/FluentInQuality/status/2018352841165832553) 2026-02-02T15:56Z [----] followers, [---] engagements "$RACE is offering a wonderful opportunity right now Being valued at a premium for most of the time now reverting to the mean The underlying business hasn't changed a bit. Still a compounder. If you were interested in $RACE now is the time to keep a close eye on it" [X Link](https://x.com/FluentInQuality/status/2018448109609652569) 2026-02-02T22:15Z [----] followers, [----] engagements "Who would you pick as the winner in a 1v1 $SPGI or $FICO Why" [X Link](https://x.com/FluentInQuality/status/2018497189182398960) 2026-02-03T01:30Z [----] followers, [----] engagements "Jim Cramer inverse I wouldn't buy $GOOG $GOOGL right now all jokes aside. 20x EV/EBITDA 14x MAYBE 16x is more 'reasonable' Just my 2c" [X Link](https://x.com/FluentInQuality/status/2018610488850973178) 2026-02-03T09:00Z [----] followers, [----] engagements "It's just a matter of time for $DUOL to be loved again by everyone I'm very bullish on $DUOL" [X Link](https://x.com/FluentInQuality/status/2018859568307028373) 2026-02-04T01:30Z [----] followers, [----] engagements "$ASML is officially another 100%+ business I own I'll keep holding this for a very very long time" [X Link](https://x.com/FluentInQuality/status/2019071018233450529) 2026-02-04T15:30Z [----] followers, [---] engagements "I've been loading up on $ZETA I can't resist it anymore 🙇🏻♂ Who's with me here" [X Link](https://x.com/FluentInQuality/status/2019172892366237747) 2026-02-04T22:15Z [----] followers, [---] engagements "$FICO its debt to FCF (non SBC adj.) isn't that bad right Right I don't mind some leverage but it is get excessive at this point" [X Link](https://x.com/FluentInQuality/status/2019221960186585363) 2026-02-05T01:30Z [----] followers, [----] engagements "Seeing $ADBE at 16x P/E feels. off Odd to see such a compounder at this kind of valuation ''BuT Ai Is DisRuPtInG ThEm'' It isn't showing in the numbers" [X Link](https://x.com/FluentInQuality/status/2019244615635701869) 2026-02-05T03:00Z [----] followers, [----] engagements "$ZETA is the Palantir in marketing and is set to take off The only option is to be extremely bullish Here's why 🧵👇🏻" [X Link](https://x.com/FluentInQuality/status/2019365489219080279) 2026-02-05T11:00Z [----] followers, [---] engagements "1/ What is $ZETA in a nutshell Think of it as the Palantir of marketing. They combine AI with trillions of consumer signals to help companies acquire grow and retain customers efficiently all in one unified platform" [X Link](https://x.com/FluentInQuality/status/2019365491026935828) 2026-02-05T11:00Z [----] followers, [---] engagements "2/ Execution is key. $ZETA is tackling fragmented marketing systems where companies use multiple vendors. Their platform centralizes data AI insights and campaign execution a system of truth for marketers" [X Link](https://x.com/FluentInQuality/status/2019365491832168808) 2026-02-05T11:00Z [----] followers, [---] engagements "3/ Revenue growth is real. $ZETA has grown revenue 20%+ YoY for [--] consecutive quarters. Q3 [----] saw $337M revenue (+25.7% YoY) and FCF of $52.4M (+77.6% YoY). Margins are expanding with Adjusted EBITDA up 44% YoY" [X Link](https://x.com/FluentInQuality/status/2019365492717174949) 2026-02-05T11:00Z [----] followers, [---] engagements "6/ Marigold acquisition adds scale. $ZETA its $325M purchase brings 100+ global enterprise brands enabling upsell opportunities and incremental EBITDA & FCF. [----] guidance reflects this: revenue expected $1.54B + Marigold bump" [X Link](https://x.com/FluentInQuality/status/2019365495342850376) 2026-02-05T11:00Z [----] followers, [---] engagements "7/ Risks exist. Marketing spend is cyclical AI competition could emerge and Marigold integration carries execution risk. But $ZETA its market position data moat and expanding enterprise footprint mitigate many of these concerns" [X Link](https://x.com/FluentInQuality/status/2019365496160678048) 2026-02-05T11:00Z [----] followers, [---] engagements "8/ Why now The market has ignored $ZETA for months. With [----] guidance showing revenue reacceleration and OpenAI integration ramping up the setup is quietly improving while sentiment is low" [X Link](https://x.com/FluentInQuality/status/2019365497326764253) 2026-02-05T11:00Z [----] followers, [---] engagements "'26 is going to be the year of booming stock right RIGHT" [X Link](https://x.com/FluentInQuality/status/2019433436734226788) 2026-02-05T15:30Z [----] followers, [---] engagements "@Stockfins AI has been around for a while. Still $ADBE keeps executing. Deceleration in top-line growth is inevitable with the law of large numbers. Since AI was introduced years ago the risk still hasnt materialized" [X Link](https://x.com/FluentInQuality/status/2019454084491653362) 2026-02-05T16:52Z [----] followers, [--] engagements "How do you know I'm a 28-year-old $ADBE holder Me:" [X Link](https://x.com/FluentInQuality/status/2019463590613311548) 2026-02-05T17:30Z [----] followers, [---] engagements "@QualityInvest5 $GOOG does what $GOOG does. Delivering results. 🙇🏻♂" [X Link](https://x.com/FluentInQuality/status/2019513405682651322) 2026-02-05T20:48Z [----] followers, [--] engagements "$GOOGL earnings. oh boy. [--]. Gemini app has over 740M monthly active users [--]. Cloud significantly accelerated with revenues growing 48% now on an annual run rate of over $70 billion [--]. Search grew 17% [--]. YouTube annual revenues surpassed $60B across ads and subs [--]. Lowering Gemini serving unit costs by 78% over [----] [--]. Shipped over [---] product launches within AI Mode and AI Overviews just last quarter $GOOG delivered and did not disappoint https://twitter.com/i/web/status/2019607007934681404 https://twitter.com/i/web/status/2019607007934681404" [X Link](https://x.com/FluentInQuality/status/2019607007934681404) 2026-02-06T03:00Z [----] followers, [---] engagements "FYI $NOW at the current valuation is a lifetime gift from Mr. Market" [X Link](https://x.com/FluentInQuality/status/2019825971440824451) 2026-02-06T17:30Z [----] followers, [---] engagements "My ears tingle due to the treble and bass in Philipp Schindler's voice in the earnings call $GOOG $GOOGL" [X Link](https://x.com/FluentInQuality/status/2019897655460041046) 2026-02-06T22:15Z [----] followers, [---] engagements "What would one expect when $HIMS goes public saying. ''Hey we're going to copy $NVO.'' A copycat doesn't perform well never has and cannot sustainably do so for an extended period of time" [X Link](https://x.com/FluentInQuality/status/2019969390561640811) 2026-02-07T03:00Z [----] followers, [---] engagements "I used to be pretty bullish on $HIMS I stopped being bullish when I read on X or YouTube a while back that someone mentioned that they're mass-producing GLP-1s under the guise of personalization I can't remember who said it but I owe you. Avoided a drama" [X Link](https://x.com/FluentInQuality/status/2020059993295192177) 2026-02-07T09:00Z [----] followers, [---] engagements "Monday I might just close my $GOOG position take the 100%+ gains and reinvest it elsewhere. I see some very compelling opportunities in small-caps in. Australia 🦘" [X Link](https://x.com/FluentInQuality/status/2020090201071054959) 2026-02-07T11:00Z [----] followers, [---] engagements "Why's $ZETA at $16.86 About time it get what it deserves $40+ I said what I said" [X Link](https://x.com/FluentInQuality/status/2020127934988616046) 2026-02-07T13:30Z [----] followers, [---] engagements "Joel Greenblatt turned compounding into an art form 40% annual returns over decades. His secret Treating stocks as businesses buying cheap and being insanely patient. Heres why his approach still works and why the party isnt over👇🧵" [X Link](https://x.com/FluentInQuality/status/2020188340390097073) 2026-02-07T17:30Z [----] followers, [---] engagements "3/ People are still crazy. From [----] to today the S&P [---] has doubled halved doubled halved then tripled. Underneath individual stocks swing wildly. Fear greed and herd mentality still dominate and mispricings persist" [X Link](https://x.com/FluentInQuality/status/2020188343418421687) 2026-02-07T17:30Z [----] followers, [--] engagements "4/ Stocks arent paper. Theyre ownership in real businesses. Understand the business estimate its fair value buy at a discount and hold. Earnings cash flows and compounding eventually realign the markets second guess" [X Link](https://x.com/FluentInQuality/status/2020188344357904487) 2026-02-07T17:30Z [----] followers, [--] engagements "9/ Time arbitrage is the edge. Owning good businesses at a discount for [--] years while others seek gratification in weeks or months allows patient investors to capture outsized returns" [X Link](https://x.com/FluentInQuality/status/2020188348862599266) 2026-02-07T17:30Z [----] followers, [--] engagements "10/ The core disciplines: [--]. View stocks as businesses [--]. Value them realistically [--]. Buy at a discount [--]. Accept long-term price-value divergence [--]. Exploit others short attention spans Simple. Hard. Effective" [X Link](https://x.com/FluentInQuality/status/2020188349709848629) 2026-02-07T17:30Z [----] followers, [--] engagements "@Investinc_Intel Honestly drop $HIMS out of the portfolio. They're copying $NVO and this isn't sustainable. I'm confident that $ZETA is a much much better opportunity. But do your own research just my 2c" [X Link](https://x.com/FluentInQuality/status/2020233372732387367) 2026-02-07T20:29Z [----] followers, [---] engagements "@Investinc_Intel There's indeed still something to like but there's a lot more to like with lesser risk in both $ZETA and $SOFI" [X Link](https://x.com/FluentInQuality/status/2020235650826662027) 2026-02-07T20:38Z [----] followers, [---] engagements "@ReneSellmann The last five years have been a disaster for share appreciation. However fundamentally $AMZN is getting leaner with long-term optimization in sight and this will most likely continue. It's just a matter of time before sentiment shifts slightly helping share appreciation" [X Link](https://x.com/FluentInQuality/status/2020241299845382470) 2026-02-07T21:00Z [----] followers, [---] engagements "@Quality_stocksA I wouldn't be surprised if $HIMS pulls a generational rug-pull next. Their business is deteriorating fast right now and there's no improvements in sight. this could only mean one thing for their future" [X Link](https://x.com/FluentInQuality/status/2020254963155227008) 2026-02-07T21:54Z [----] followers, [---] engagements "@wealthmatica Fundamentally this business is in a massive decline. Buying shares boosts sentiment when the underlying business is solid or improving. This isn't the case for $ENPH" [X Link](https://x.com/FluentInQuality/status/2020255490320830805) 2026-02-07T21:56Z [----] followers, [---] engagements "@Xpert020 @Quality_stocksA Their 'economic moat'. The numbers are not yet. But with the FDA pointing a gun at their core modeland $HIMS removing a core model (which ought to be a significant driver of their future) there's deterioration on the horizon for $HIMS" [X Link](https://x.com/FluentInQuality/status/2020265301108224045) 2026-02-07T22:35Z [----] followers, [---] engagements "@BillAckman" [X Link](https://x.com/FluentInQuality/status/2020300643416805625) 2026-02-08T00:56Z [----] followers, [---] engagements "I'm seeing people short $HIMS $PLTR $MSTR and other companies I honestly don't understand why. The max you can make it 100%. Why not invest in a business long and just let it sit and give yourself the chance to make more than 100% I don't understand short-sellers" [X Link](https://x.com/FluentInQuality/status/2020309129496023338) 2026-02-08T01:30Z [----] followers, [---] engagements "@Colby17201470 Can't imagine their cortisol levels lol. I would be STRESSED seeing this" [X Link](https://x.com/FluentInQuality/status/2020311886554960205) 2026-02-08T01:41Z [----] followers, [--] engagements "$HIMS:''Yeah we're going to launch a compound ripping it from $NVO.'' $HIMS: announces this $HIMS lawyers: ''You'll get fked if you go through with this.'' $HIMS: ''Weve had constructive conversations with stakeholders.we stop offering access to this treatment.''" [X Link](https://x.com/FluentInQuality/status/2020422377209811116) 2026-02-08T09:00Z [----] followers, [---] engagements "6/ Even after decades of compounding $CSU still earns 14% ROIC today down from a 24% ten-year average but still well above its cost of capital. Lower does not mean broken. It means larger" [X Link](https://x.com/FluentInQuality/status/2020452618661757390) 2026-02-08T11:00Z [----] followers, [--] engagements "7/ The balance sheet reflects restraint. $CSU holds $2.8B in cash against $4.2B in debt fully covered by recurring cash flows. No equity dilution. No financial engineering" [X Link](https://x.com/FluentInQuality/status/2020452619517403485) 2026-02-08T11:00Z [----] followers, [--] engagements "8/ The CEO transition spooked markets but not numbers. Mark Leonard delivered 800% total return since [----] while taking $0 salary. His successor inherits a system not a personality" [X Link](https://x.com/FluentInQuality/status/2020452620381376575) 2026-02-08T11:00Z [----] followers, [--] engagements "I've never been more bullish on YouTube $GOOGL than today YouTube truly is the platform where anyone can watch anything Down to the most niche things you can imagine" [X Link](https://x.com/FluentInQuality/status/2020550715496640761) 2026-02-08T17:30Z [----] followers, [---] engagements "@F_Compounders debt loaded balance sheets be like:" [X Link](https://x.com/FluentInQuality/status/2020585997726326825) 2026-02-08T19:50Z [----] followers, [----] engagements "Good luck shorting $RACE. The sanctions/Georgia narrative is interesting but currently speculative and unlikely to carry institutional weight on its own. Your valuation section is the strongest part of this thesis which is no surprise since the valuation is somewhat questionable. The EV demand is another weak point. Good read though. https://twitter.com/i/web/status/2020587590475301264 https://twitter.com/i/web/status/2020587590475301264" [X Link](https://x.com/FluentInQuality/status/2020587590475301264) 2026-02-08T19:56Z [----] followers, [--] engagements "@DimitryNakhla Buybacks are good if they're value-accretive. Some of these names have done buybacks at record prices/valuations. Good they're doing buybacks. but at what cost" [X Link](https://x.com/FluentInQuality/status/2020602226935513509) 2026-02-08T20:54Z [----] followers, [---] engagements "@Mr_Derivatives Watch it bamboozle us and do a 180" [X Link](https://x.com/FluentInQuality/status/2020636852013957317) 2026-02-08T23:12Z [----] followers, [---] engagements "@QualityInvest5 Havent heard $IBM in a while" [X Link](https://x.com/FluentInQuality/status/2020637650873679891) 2026-02-08T23:15Z [----] followers, [---] engagements "@alc2022 $NVO their revenge" [X Link](https://x.com/FluentInQuality/status/2020638785273475260) 2026-02-08T23:20Z [----] followers, [---] engagements "Wish me luck guys. And don't be surprised if my portfolio is. $DUOL $AMD $HIMS $TSLA $SPOT and $UBER after this call" [X Link](https://x.com/FluentInQuality/status/2020784821501415635) 2026-02-09T09:00Z [----] followers, [---] engagements "3x EV/Sales & 5x EV/Gross Profit for $ZETA while others in the sector trade at double this with lower growth. $ZETA is adapting and innovating while others in the sector are sleeping. I'm picking $ZETA anytime any day" [X Link](https://x.com/FluentInQuality/status/2020852731527803235) 2026-02-09T13:30Z [----] followers, [---] engagements "I sold my $GOOG shares. $GOOGL is fundamentally solid but I don't see the IRR I'm targeting. I took 73% profits and reinvested most of it in a small-cap compounder. It hurt a little to sell a position that carried my portfolio last year. :') Did I make the right decision" [X Link](https://x.com/FluentInQuality/status/2021033894816936382) 2026-02-10T01:30Z [----] followers, [---] engagements "@MarketAnch0r Fair enough I just dont see $GOOG fitting for my portfolio so that made the decision easier to make. Im exposed to the Mag7 with $META already fine by me with just that. Having $GOOG makes my portfolio a Mag7folio. 😂" [X Link](https://x.com/FluentInQuality/status/2021155491687055822) 2026-02-10T09:33Z [----] followers, [--] engagements "$BBW went from YoY negative growth to a YoY grower in '21 Their secret They transitioned to an asset-light model embracing e-commerce and expanding their target market to older kids. ''Kidults'' how management calls them (16+) now account for over 40% of its sales" [X Link](https://x.com/FluentInQuality/status/2021539847752630302) 2026-02-11T11:00Z [----] followers, [---] engagements "$UBER is an interesting one right now. It's being treated like it's over but $UBER still has a significant runway for strong growth. Within Delivery remains in early innings. Management has described Grocery as a trillion-dollar market with additional updates expected soon. [--]. Current gross bookings run rate exceeds $12B [--]. Positioned around the "top off the cart" use case which differentiates it from traditional large basket competitors [--]. Significant whitespace as consumer behavior shifts toward convenience-driven replenishment The foundation is already meaningful but penetration remains" [X Link](https://x.com/FluentInQuality/status/2022071990648013011) 2026-02-12T22:15Z [----] followers, [----] engagements "Share buybacks are value-accretive when valuations are favorable. O'Reilly seems to be timing their buybacks properly. Capital. Allocation. Done. Well. $ORLY" [X Link](https://x.com/FluentInQuality/status/2002069026965516410) 2025-12-19T17:30Z [----] followers, [---] engagements "Top [--] scariest things to see Other Unusual Items on the income statement. $TRIO $TRIO.AS" [X Link](https://x.com/FluentInQuality/status/2004937842183586297) 2025-12-27T15:30Z [----] followers, [---] engagements "Rightmove isn't seeing much growth in members. Their revenue increases are purely driven by price hikes. How sustainable is this in the long-term $RMV $RMV.L" [X Link](https://x.com/FluentInQuality/status/2006489313538625813) 2025-12-31T22:15Z [----] followers, [---] engagements "I'm removing Rightmove Plc from the watchlist. Their reinvestment runway is too narrow for my liking. Their absurd high roic is deceiving due to their narrow runway. $RMV $RMV.L" [X Link](https://x.com/FluentInQuality/status/2007039600926261692) 2026-01-02T10:41Z [----] followers, [---] engagements "One of the most slept on companies is Hamilton Lane Wealth management and private equity - Lucrative market - Sticky customer - 17% CAGR AUM growth - Significant inside ownership $HLNE" [X Link](https://x.com/FluentInQuality/status/2008712730820169929) 2026-01-07T01:30Z [----] followers, [---] engagements "Love to brag about my losers as well Valuation. Matters. A. Lot. I learned it the hard way with Copart $CPRT" [X Link](https://x.com/FluentInQuality/status/2009097762588025135) 2026-01-08T03:00Z [----] followers, [---] engagements "P/E [--] ROIC 15% Market cap $8.000M $AGCO AGCO Corporation $WING Wingstop Inc. $KRYS Krystal Biotech Inc. $SMTC Semtech Corporation $IBP Installed Building Products Inc. $FSS Federal Signal Corporation $CRK Comstock Resources Inc. $EXLS ExlService Holdings Inc. $MSA MSA Safety Incorporated $MKTX MarketAxess Holdings Inc. $HLNE Hamilton Lane Incorporated https://twitter.com/i/web/status/2010184914411417794 https://twitter.com/i/web/status/2010184914411417794" [X Link](https://x.com/FluentInQuality/status/2010184914411417794) 2026-01-11T03:00Z [----] followers, [---] engagements "Some interesting companies that aren't discussed (much) here: [--]. $QLYS [--]. $TENB [--]. $VRNS [--]. $OKTA [--]. $S [--]. $RGEN [--]. $NBIX [--]. $JAZZ [--]. $DXCM [--]. $EHC [--]. $FFIV [--]. $YOU [--]. $BOOT" [X Link](https://x.com/FluentInQuality/status/2016171918865441199) 2026-01-27T15:30Z [----] followers, [---] engagements "@taft_greg What would be a more reasonable valuation for you to consider getting in $ADP" [X Link](https://x.com/FluentInQuality/status/2016411372364378553) 2026-01-28T07:21Z [----] followers, [---] engagements "$KLAR $45 at IPO Now $23 If you bought the IPO you would be down almost 50%" [X Link](https://x.com/FluentInQuality/status/2017621409468395544) 2026-01-31T15:30Z [----] followers, [---] engagements "The measure to beat all measures is return on invested capital (ROIC) -Michael Burry Here are [--] companies with ROIC 30% [--]. $MA 41% [--]. $BKNG 46% [--]. $MNST 33% [--]. $RDDT 38% [--]. $FAST 31% [--]. $IDXX 43% [--]. $YUM 34% [--]. $CPRT 31% [--]. $FICO 49% [--]. $VEEV 38% [--]. $PDD 68% [--]. $VRSN 44% [--]. $DECK 88% [--]. $EXEL 41% [--]. $APPF 40% https://twitter.com/i/web/status/2021147181399375901 https://twitter.com/i/web/status/2021147181399375901" [X Link](https://x.com/FluentInQuality/status/2021147181399375901) 2026-02-10T09:00Z [----] followers, [----] engagements "$ADYEN shows limited price appreciation yet the underlying business continues to grow. The multiple came down after getting ahead of itself. Strong company but the opportunity cost of holding has been real for me" [X Link](https://x.com/FluentInQuality/status/2021245384618639734) 2026-02-10T15:30Z [----] followers, [---] engagements "People looking to shop 'discounts' can take a peak over at $SPGI. Their rating revenue alone is already a monster of a segment. Then you get commodity insights mobility and indices as a fun little bonus. $SPGI is definitely interesting at its current valuation" [X Link](https://x.com/FluentInQuality/status/2021347212215595351) 2026-02-10T22:15Z [----] followers, [----] engagements "$ABNB is down 16% since its IPO in '21. 🙇🏻♂ So far they've been hit with a lawsuit insiders are selling competition is fierce and $ABNB seems to act like a mole in daylight. Honestly $ABNB isn't worth checking out for the foreseeable future" [X Link](https://x.com/FluentInQuality/status/2021396320947208526) 2026-02-11T01:30Z [----] followers, [---] engagements "Love to see how $HIMS management shows how optimistic they are about $HIMS. not. yellow = Sale of securities on an exchange or to another person (after option exercise) Red = Sale of securities on an exchange or to another person Must boost investors' confidence" [X Link](https://x.com/FluentInQuality/status/2021607750631907631) 2026-02-11T15:30Z [----] followers, [---] engagements "What's that one unique not widely known book that changed your perspective on investing" [X Link](https://x.com/FluentInQuality/status/2021709593802351001) 2026-02-11T22:15Z [----] followers, [---] engagements "These [--] companies should be on your watchlist [--]. Adyen N.V. (Ticker: $ADYEN $ADYEY) Adyen is a global payments platform allowing businesses to accept online in-store and in-app payments through a unified system. It handles the full payment flowauthorization processing and settlementwithout relying on third parties. Built-from-scratch platform enables speed scalability and control. Global enterprise clients create sticky high-volume relationships. Vertical integration with its own acquiring and banking infrastructure. Strong financials with high margins solid cash flow and long-term" [X Link](https://x.com/anyuser/status/1910029279846658048) 2025-04-09T17:57Z [----] followers, [----] engagements "$ZTS looks like a good opportunity right now - Modest top-line growth - Margin expansion - Above industry-average returns on capital - Humanization of pets trend In the U.S. EU Brazil and China alone there are 0.5B dogs and cats" [X Link](https://x.com/FluentInQuality/status/2015911409905742136) 2026-01-26T22:15Z [----] followers, [----] engagements "$CPRT has a beautiful chart. Wonderful addition to my portfolio. Solid buy right now imo" [X Link](https://x.com/FluentInQuality/status/2022506114663764336) 2026-02-14T03:00Z [----] followers, [----] engagements "My portfolio as of today. [--]. Amazon $AMZN [--]. ASML $ASML [--]. LVMH $PA.MC $LVMH [--]. Visa $V [--]. MercadoLibre $MELI [--]. Dino Polska $DNP [--]. Adobe $ADBE [--]. Ulta Beauty $ULTA [--]. Copart $CPRT [--]. Kinsale Capital $KNSL [--]. Ameriprise Financial $AMP In [----] I'm trying to reduce my portfolio to 5-8 positions but it's incredibly challenging with all these excellent companies. Dilemma's dilemma's and even more dilemma's. https://twitter.com/i/web/status/1881769738612756626 https://twitter.com/i/web/status/1881769738612756626" [X Link](https://x.com/anyuser/status/1881769738612756626) 2025-01-21T18:24Z [----] followers, 64.2K engagements "My portfolio as of today: [--]. Amazon $AMZN [--]. ASML $ASML [--]. MercadoLibre $MELI [--]. Visa $V [--]. Dino Polska $DNP [--]. LVMH $LVMH $MC.PA [--]. Alphabet $GOOGL [--]. Adobe $ADBE [--]. Copart $CPRT [--]. Kinsale Capital $KNSL I am incredibly pleased with all my holdings. I am still unsure what to make of Adobe but I will continue to hold on to the bad boy until my thesis changes. Adobe has been the biggest drag on my portfolio and returns. https://twitter.com/i/web/status/1903136455611805782 https://twitter.com/i/web/status/1903136455611805782" [X Link](https://x.com/anyuser/status/1903136455611805782) 2025-03-21T17:27Z [----] followers, 59.4K engagements "AI is disrupting $ADBE That's what the bears say. But it's far from the truth. It's a cash machine that's going to give investors 100% on their investment. Here's why $ADBE will loudly continue to dominate the creative industry: 🧵👇🏻" [X Link](https://x.com/anyuser/status/2014624239500825029) 2026-01-23T09:00Z [----] followers, 22.2K engagements "$FIG will nicely be added to the ''never buy IPOs'' statistics And for a good reason $122 around IPO with an intrinsic value of $16 Bound to crash" [X Link](https://x.com/FluentInQuality/status/2019040834868355434) 2026-02-04T13:30Z [----] followers, [----] engagements "What. A. Beauty. [--]. Mission critical. [--]. Deeply embedded. [--]. Extremely sticky. [--]. No dilution. [--]. Adapted excellently to the cloud boom [--]. Competent management w/ significant skin in the game $AOF $AOF.F" [X Link](https://x.com/FluentInQuality/status/2020694179009999229) 2026-02-09T03:00Z [----] followers, [---] engagements "If you had to bet 25% of your portfolio on ONE company right now what company would you pick $MELI $ZETA $META $UBER $SOFI score really high for me" [X Link](https://x.com/FluentInQuality/status/2021215129711395245) 2026-02-10T13:30Z [----] followers, [---] engagements "$ASML is destroying shareholder value through one of the worst-executed buyback programs in large-cap history. Over five consecutive trading days management spent roughly 125M per day buying back shares at weighted average prices between [----] and [----]. This is not capital return. This is capital destruction. [--]. Buybacks were executed near cycle-peak valuations. [--]. 125M per day was removed from the balance sheet with zero margin of safety. At these prices the buyback has no meaningful per-share value accretion. Buybacks only create value when shares are undervalued or at least reasonably" [X Link](https://x.com/FluentInQuality/status/2021509596540498126) 2026-02-11T09:00Z [----] followers, 44.1K engagements "My $ZETA position is taking a significant beating Worried Not in the slightest. I understand the business and see significant growth potential even in the most bearish scenario. $ZETA will do what it does best. Execute and deliver. Holding on" [X Link](https://x.com/FluentInQuality/status/2022234338780225881) 2026-02-13T09:00Z [----] followers, [---] engagements "I thought I was safe from the manic Mr. Market manic depression But my $ADYEN $ZETA $BRO and $KPG positions are taking a beating. Oh my. 🙇🏻♂" [X Link](https://x.com/FluentInQuality/status/2022264671881797754) 2026-02-13T11:00Z [----] followers, [---] engagements "I honestly don't think we all grasp how fast AI is actually scaling. This weirdly enough somewhat scares me to see. CC: @aidigest_" [X Link](https://x.com/FluentInQuality/status/2022434371311943925) 2026-02-13T22:15Z [----] followers, [---] engagements "$RMV is a classic example of why ROIC alone does not drive value. [--]. 330% ROIC [--]. Limited reinvestment opportunities Value creation = ROIC Reinvestment Rate When the reinvestment rate is close to zero even a 330% ROIC cannot compound meaningfully" [X Link](https://x.com/FluentInQuality/status/2022596715266596961) 2026-02-14T09:00Z [----] followers, [---] engagements "I published an in-depth investment case on Rko AB You can read it via the link in my bio. 😎 $ROKO $ROKOb" [X Link](https://x.com/FluentInQuality/status/1942934878707703850) 2025-07-09T13:12Z [----] followers, [----] engagements "Analysts in the UK are loving the following UK companies. 👇🏻 (giving them strong buy ratings) [--]. $AZN AstraZeneca PLC [--]. $LSEG London Stock Exchange [--]. $GLEN Glencore PLC [--]. $PRU Prudential PLC [--]. $IMB Imperial Brands [--]. $SSE SSE PLC [--]. $SMT Scottish Mortgage Investment Trust Plc [--]. $INF Informa PLC [--]. $AAF Airtel Africa PLC Thoughts on these companies 👀 https://twitter.com/i/web/status/1959314751688782293 https://twitter.com/i/web/status/1959314751688782293" [X Link](https://x.com/FluentInQuality/status/1959314751688782293) 2025-08-23T18:00Z [----] followers, [----] engagements "Not bad for ''just a fluid dispenser'' company $GGG" [X Link](https://x.com/FluentInQuality/status/1964931815812030537) 2025-09-08T06:00Z [----] followers, [---] engagements "What an absolute beast Sea Limited is. Honestly. Aggressive growth and expanding margins Sign me up. On top of that getting more capital efficient year-over-year. Dream setup what do you think $SE" [X Link](https://x.com/FluentInQuality/status/2002008653658771781) 2025-12-19T13:30Z [----] followers, [----] engagements "$WISE.L is another true compounder Sustainably growing their customer base and revenues Nothing fancy but the fact that it's predictable and sustainable growth should make any investor happy" [X Link](https://x.com/FluentInQuality/status/2014261836166656020) 2026-01-22T09:00Z [----] followers, [----] engagements "$SAP FCF per share is up stock price is -16% Make it make sense. The fundamentals of the business have not changed. They're still compounding. I'm seeing opportunities here" [X Link](https://x.com/FluentInQuality/status/2017191167025115175) 2026-01-30T11:00Z [----] followers, [---] engagements "Who else missed the memo that $ULTA is quietly up 93% since last March I did for sure lol. Haven't heard this name AT ALL in months. Any bagholders" [X Link](https://x.com/FluentInQuality/status/2019335236530688080) 2026-02-05T09:00Z [----] followers, [---] engagements "This explains a lot of why $ULTA has been an absolute beast since last year Precision on their buybacks (buybacks and price do not line up perfectly) Value-accretive. Something $ASML can learn from with their recent buyback program. 🙇🏻♂" [X Link](https://x.com/FluentInQuality/status/2019403230950666572) 2026-02-05T13:30Z [----] followers, [---] engagements "$SAP honestly has the world's stickiest products Yet this business is being treated like some AI agents will replace all their offerings SAP powers [-------] companies. 80% of them are small and midsize" [X Link](https://x.com/FluentInQuality/status/2019697631811838364) 2026-02-06T09:00Z [----] followers, [---] engagements "3/ EPS tells the same story. $CSU earned $9.89 per share in Q3-2025 versus $7.74 last year. That is 28% growth while the stock multiple compressed" [X Link](https://x.com/FluentInQuality/status/2020452616115745198) 2026-02-08T11:00Z [----] followers, [--] engagements "4/ Cash is where $CSU separates itself. Operating cash flow reached $685M up 33% YoY while FCFA2S surged to $529M a 46% increase. This is acquisition fuel not accounting profit" [X Link](https://x.com/FluentInQuality/status/2020452616971411688) 2026-02-08T11:00Z [----] followers, [--] engagements "Investing in mission-critical companies gives you an edge. $ASML Only producer of EUV lithography machines required to fabricate advanced-node chips. $SAP ERP software coordinates accounting procurement supply chains and operations across large enterprises. $ADP Global payroll and HR outsourcing platform used broadly across enterprise SaaS deployments. $LMT One of the largest aerospace and defense contractors globally by revenue producing advanced fighters missiles and space systems. $GD Produces defense aviation platforms and mission-critical systems across air land and naval domains." [X Link](https://x.com/FluentInQuality/status/2021177434448568574) 2026-02-10T11:00Z [----] followers, [----] engagements "@kirille__ It isnt but I rather see these buybacks in the down period of the chip cycle then right now in the boom period of the cycle" [X Link](https://x.com/FluentInQuality/status/2021859305234759741) 2026-02-12T08:09Z [----] followers, [--] engagements "@Tennee989999 ASML could hae waited for a slowdown in the chip cycle since its a cyclical business and start deploying cash. Would be more value accretive" [X Link](https://x.com/FluentInQuality/status/2021859753346179554) 2026-02-12T08:11Z [----] followers, [--] engagements "Youre overstating it. Yes ASMLs cash flow is lumpy. Thats the nature of shipping 150M+ systems on milestone payments. But its the only way they can do buybacks is simply not accurate. ASML has: [--]. Structurally strong free cash flow across cycles [--]. A net cash position [--]. Full access to debt markets if needed Buybacks are a capital allocation decision not a cash accident. Cash timing may influence pacing within a quarter. It does not dictate the strategy. And history shows that at [---] [---] or higher the real driver was earnings power not cash lumpiness. Capital allocation follows long-term" [X Link](https://x.com/FluentInQuality/status/2021862850868740598) 2026-02-12T08:24Z [----] followers, [--] engagements "Bill Ackman added $META Based" [X Link](https://x.com/FluentInQuality/status/2021902151186866555) 2026-02-12T11:00Z [----] followers, [---] engagements "@DimitryNakhla Who in their right mind would pay 22x sales for $AXON. 22x sales Oeh yeah don't mind if I do" [X Link](https://x.com/FluentInQuality/status/2019521162632655271) 2026-02-05T21:19Z [----] followers, [---] engagements "I honestly think I underestimate how fast AI is evolving Fully AI video. $ADBE cooked CC: @RuairiRobinson" [X Link](https://x.com/FluentInQuality/status/2021970110601117733) 2026-02-12T15:30Z [----] followers, [---] engagements "EverQuote is highly concentrated on its automotive insurance segment. This has in the past caused temporary setbacks in their sales. Curious if we get another period like 2021/2023 in the future. Dependence creates weak spots. $EVER" [X Link](https://x.com/FluentInQuality/status/2005326717083115996) 2025-12-28T17:15Z [----] followers, [---] engagements "When will the market realise that $UBER is a true compounder at its core $UBER is respectfully dominating the industry. Actual competitor Lyft Nah Grab Nah Bolt Nah Gett Nah" [X Link](https://x.com/FluentInQuality/status/2020158167661810034) 2026-02-07T15:30Z [----] followers, [----] engagements "@tdearling It is my personal view maybe. Ive been in the talks with other who also invest in $ASML and they share similar thoughts. Management definitely knows more but they need to know something huge to make it make sense" [X Link](https://x.com/FluentInQuality/status/2021592425421005116) 2026-02-11T14:29Z [----] followers, [----] engagements "What are your top [--] picks for [----] Mine: $ZETA $BRO $AOF $CSU $IBKR Bonus $ADBE" [X Link](https://x.com/FluentInQuality/status/2016273776019701996) 2026-01-27T22:15Z [----] followers, [----] engagements "I just vibe coded a mini learning app 🙄 $DUOL" [X Link](https://x.com/FluentInQuality/status/2022000292884037638) 2026-02-12T17:30Z [----] followers, [---] engagements "@Quality_stocksA $NWL has been on my list for a while now as well. Phenomenal business to say the least" [X Link](https://x.com/FluentInQuality/status/2015234511798194317) 2026-01-25T01:25Z [----] followers, [---] engagements "The whole world is uniting about my home country the Netherlands. Why Because our government is implementing 36% tax on UNREALIZED gains. Never seen X more united on this topic. Everyone thinks this is ridiculous and it is. My home country is killing the middle class. The class that's carrying this country (60% is considered middle class. We provide social stability contribute significantly to the tax man and stimulate the economy via spending) https://twitter.com/i/web/status/2022483450146545948 https://twitter.com/i/web/status/2022483450146545948" [X Link](https://x.com/FluentInQuality/status/2022483450146545948) 2026-02-14T01:30Z [----] followers, [---] engagements "I'm framing this earnings slide from $GOOG and putting it up on my wall. No explanation needed" [X Link](https://x.com/FluentInQuality/status/2020622431648387293) 2026-02-08T22:15Z [----] followers, [----] engagements "Be $ADYEN Post stellar earnings Show significant growth across the board Drop 21%" [X Link](https://x.com/FluentInQuality/status/2022121070191341625) 2026-02-13T01:30Z [----] followers, [---] engagements "Heres my 2c on $ZETA. $ZETA is being priced like growth is about to stall but the operating data says otherwise. [--]. Revenue has grown 20%+ for [--] straight quarters. [--]. Adjusted EBITDA margins have expanded for [--] consecutive quarters. [--]. Free cash flow is scaling meaningfully. This is not a hype cycle story. Its a consistent story. Athena is getting the headlines but its not the thesis. [--]. Built on years of proprietary data and vertical-specific models [--]. Embedded directly inside workflows linking insight to execution [--]. If it works it enhances the platform. If it doesnt the core business" [X Link](https://x.com/FluentInQuality/status/2022626935986102540) 2026-02-14T11:00Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@FluentInQuality FluentInQuality
FluentInQuality posts on X about $zeta, business, asml, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -7.90%
- [--] Month [-------] +326%
- [--] Months [-------] +34%
- [--] Year [---------] +53%
Mentions: [--] #
- [--] Week [---] -21%
- [--] Month [---] +122%
- [--] Months [---] +53%
- [--] Year [-----] +36%
Followers: [-----] #
- [--] Week [-----] +2%
- [--] Month [-----] +13%
- [--] Months [-----] +23%
- [--] Year [-----] +88%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 68.79% finance 30.5% technology brands 28.37% cryptocurrencies 25.53% social networks 2.84% automotive brands 2.13% countries 2.13% luxury brands 1.42% currencies 1.42% travel destinations 0.71%
Social topic influence $zeta #46, business 9.93%, asml #63, ai 8.51%, $hims 7.09%, $asml #32, $adbe #173, $adyen #13, $goog 4.96%, if you 4.26%
Top accounts mentioned or mentioned by @sashinvesting @joinyellowbrick @qualitystocksa @dimitrynakhla @mcbullish @0xtechquity @gubloinvestor @qualityinvest5 @investincintel @xpert020 @colby17201470 @marketanch0r @tennee989999 @tdearling @taft_greg @m1k3_dav3 @internpierre @chitchatstocks @bramvgenechten @stockfins
Top assets mentioned ZetaChain (ZETA) Hims & Hers Health, Inc. (HIMS) Adobe, Inc. (ADBE) Alphabet Inc Class A (GOOGL) MercadoLibre Inc (MELI) Copart, Inc. (CPRT) Amazon.com, Inc. (AMZN) Duolingo, Inc. (DUOL) Fair Isaac, Corp. (FICO) Novo-Nordisk (NVO) Metadium (META) Uber Technologies, Inc. (UBER) Mastercard, Inc. (MA) Zoetis Inc (ZTS) Adappter Token (ADP) S&P Global Inc (SPGI) Reality Metaverse (RMV) Ulta Beauty Inc (ULTA) SAP SE (SAP) Veeva Systems, Inc. (VEEV) AppFolio, Inc. Class A (APPF) Wing Finance (WING) Klarna Group plc (KLAR) Ferrari N.V. (RACE) RAI Finance (SOFI) Hamilton Lane Incorporated Class A Common Stock (HLNE) DNP Select Income Fund Inc. (DNP) Kinsale Capital Group, Inc. (KNSL) Neurobro (BRO) Fabrinet (FN) New York Times Co. (NYT) Autoliv, Inc. (ALV) Watts Water Technologies, Inc. Class A (WTS) Paylocity Holding, Corp. (PCTY) AIT Protocol (AIT) Nextracker Inc. (NXT) Watsco, Inc. (WSO) Zeta Global Holdings Corp. (ZETA) 4 (FOUR)
Top Social Posts
Top posts by engagements in the last [--] hours
"$VEEV is printing free cash flow. SBC eats up a significant chunk though. SBC/FCF ratio is luckily declining"
X Link 2026-02-12T09:00Z [----] followers, [---] engagements
"Capital efficient companies with a market cap of 2B-10B 👇🏻 (ROIC 15%+) [--]. Hims and Hers $HIMS [--]. Fabrinet $FN [--]. Paylocity Holding $PCTY [--]. Applied Industrial $AIT [--]. New York Times $NYT [--]. AppFolio $APPF [--]. Nextracker $NXT [--]. Autoliv $ALV [--]. Watts Water $WTS [--]. Wingstop $WING"
X Link 2025-08-22T10:00Z [----] followers, [----] engagements
"Hello plateau. Seems fairly valued until you see the top line stagnating. Any takers here $WSO"
X Link 2026-01-08T22:15Z [----] followers, [---] engagements
"1/ 🧵 $ZETA has been a volatile ride. [----] peak: $26 [----] low: $11 (nearly -60% from the high) Now: $25 Heres what Zeta Global does why the stock could easily double over the next [--] years and what can break the thesis. $ZETA"
X Link 2026-01-12T01:30Z [----] followers, [---] engagements
"Debt seems to be the biggest ''issue'' with $FOUR But if you take a closer look the debt structure is alright to be honest Most of the debt is maturing in [----] giving $FOUR ample room to smooth out their debt payments"
X Link 2026-01-14T01:30Z [----] followers, [----] engagements
"What's that one or two stocks you can truly just set and forget I think both $V and $MA are truly those companies"
X Link 2026-01-19T09:00Z [----] followers, [----] engagements
"@chitchatstocks $ADYEN is a powerhouse. Slowdown is coming but that is inevitable when you're getting larger and larger"
X Link 2026-01-19T19:07Z [----] followers, [---] engagements
"I have't seen much of $ADYEN on my timeline I thought I would bless you all with this beautiful chart Absolute. Cinema"
X Link 2026-01-20T15:30Z [----] followers, [----] engagements
"$ZETA is the definition of a boring stock that can pay the most. While investors get distracted the business is quietly setting up a re-rate. Here's why $ZETA is going to make you a millionaire 🧵👇🏻"
X Link 2026-01-24T11:00Z [----] followers, [----] engagements
"1/ $ZETAs top line is still compounding. Revenue grew from $306M (2019) to $1006M (2024) and $1225M (LTM). The model is calling for $1289M (2025E) and $1730M (2026E). Scale is already proven [----] comps get easier Reacceleration becomes the narrative"
X Link 2026-01-24T11:00Z [----] followers, [---] engagements
"@McBullish How much is $ZTS of the portfolio"
X Link 2026-01-27T09:58Z [----] followers, [--] engagements
"@0xtechquity How would $ZTS prove its moat is resilient to you Just curious"
X Link 2026-01-27T09:59Z [----] followers, [--] engagements
"$ADP is starting to look interesting [--]. Revenue growth is modest [--]. They're buying back shares [--]. There's margin expansion [--]. Very sticky products I'm seeing opportunities. Why wouldn't it work from here for $ADP"
X Link 2026-01-28T03:00Z [----] followers, [----] engagements
"@SashInvesting I own $ADYEN $ $MELI as well. Solid businesses. $AMZN is oddly cheap only a matter of time it starts soaring again"
X Link 2026-01-28T07:19Z [----] followers, [---] engagements
"$MELI is currently valued at FY28 6x EV/OCF That for a hyper-growth monster that's dominating Latam Cherry picked this Yup. Even based on its current EV/EBITDA 24x isn't crazy for a business like $MELI"
X Link 2026-01-28T22:15Z [----] followers, [----] engagements
"What's an undisruptible company in your opinion (as far as possible) $MA $V and $ASML are up there. Maybe $TMSC as well Throw in some $SPGI for fun. What are your picks"
X Link 2026-01-29T03:00Z [----] followers, [---] engagements
"$CRM is valued at 17x FWD P/E - Low single-digit growth - Some buybacks - Strong growth in Asia - Low returns on capital I don't know about this one. What do you think Buy hold or sell"
X Link 2026-01-31T13:30Z [----] followers, [----] engagements
"@Gubloinvestor The scarier part is the massive increase in $KLAR users. Why are more and more people using BNPL apps That's one route to for sure set yourself up for financial failure. You're borrowing from your next month's paycheck"
X Link 2026-01-31T14:54Z [----] followers, [---] engagements
"I was looking at some older earnings calls and came across an old $CLF call THESE STATEMENTS ARE WILD 💀 These are CEO statements. We are going to screw these guys so badly that I dont believe that they will be able to resign. They will have to commit suicide. So we are going to screw these guys so badly that it will be fun to watch. You are messing with the wrong guy. Thats my message to you Matthew Korn if you are on the call it is still 10:42. Why dont you ask a freaking question. I will be happy to answer. If you are alone it would be a lot worse it will be bad no matter what but it will"
X Link 2026-02-01T11:00Z [----] followers, [---] engagements
"@Gubloinvestor $ASML No explanation needed :p"
X Link 2026-02-01T14:21Z [----] followers, [---] engagements
"$INOD helps Fortune [---] companies test diagnose and improve their large language models and generative AI systems If you mega-bullish on AI you should be mega bullish on $INOD"
X Link 2026-02-01T17:30Z [----] followers, [----] engagements
"$TAM.L has been on my list for quite some time True compounder in the asset management space Competent management aiming at nothing but growth and satisfying its customers"
X Link 2026-02-01T22:15Z [----] followers, [---] engagements
"It's honestly just a matter of time before $DUOL starts following its FCF per share again The AI narrative is boring and has limited grounds to stand on Don't get me started on ''translation earbuds'' being a threat. Nonsense"
X Link 2026-02-02T01:30Z [----] followers, 16.6K engagements
"$FICO is a prime example of optimal cash economics pricing power and operational leverage Wouldn't expect less from a company with a total chokehold on the rating industry $FICO is undisruptible. Can't tell me otherwise"
X Link 2026-02-02T03:00Z [----] followers, [----] engagements
"@BramVGenechten I got myself some $ASML so Im good not owning $TSM"
X Link 2026-02-02T15:56Z [----] followers, [---] engagements
"$RACE is offering a wonderful opportunity right now Being valued at a premium for most of the time now reverting to the mean The underlying business hasn't changed a bit. Still a compounder. If you were interested in $RACE now is the time to keep a close eye on it"
X Link 2026-02-02T22:15Z [----] followers, [----] engagements
"Who would you pick as the winner in a 1v1 $SPGI or $FICO Why"
X Link 2026-02-03T01:30Z [----] followers, [----] engagements
"Jim Cramer inverse I wouldn't buy $GOOG $GOOGL right now all jokes aside. 20x EV/EBITDA 14x MAYBE 16x is more 'reasonable' Just my 2c"
X Link 2026-02-03T09:00Z [----] followers, [----] engagements
"It's just a matter of time for $DUOL to be loved again by everyone I'm very bullish on $DUOL"
X Link 2026-02-04T01:30Z [----] followers, [----] engagements
"$ASML is officially another 100%+ business I own I'll keep holding this for a very very long time"
X Link 2026-02-04T15:30Z [----] followers, [---] engagements
"I've been loading up on $ZETA I can't resist it anymore 🙇🏻♂ Who's with me here"
X Link 2026-02-04T22:15Z [----] followers, [---] engagements
"$FICO its debt to FCF (non SBC adj.) isn't that bad right Right I don't mind some leverage but it is get excessive at this point"
X Link 2026-02-05T01:30Z [----] followers, [----] engagements
"Seeing $ADBE at 16x P/E feels. off Odd to see such a compounder at this kind of valuation ''BuT Ai Is DisRuPtInG ThEm'' It isn't showing in the numbers"
X Link 2026-02-05T03:00Z [----] followers, [----] engagements
"$ZETA is the Palantir in marketing and is set to take off The only option is to be extremely bullish Here's why 🧵👇🏻"
X Link 2026-02-05T11:00Z [----] followers, [---] engagements
"1/ What is $ZETA in a nutshell Think of it as the Palantir of marketing. They combine AI with trillions of consumer signals to help companies acquire grow and retain customers efficiently all in one unified platform"
X Link 2026-02-05T11:00Z [----] followers, [---] engagements
"2/ Execution is key. $ZETA is tackling fragmented marketing systems where companies use multiple vendors. Their platform centralizes data AI insights and campaign execution a system of truth for marketers"
X Link 2026-02-05T11:00Z [----] followers, [---] engagements
"3/ Revenue growth is real. $ZETA has grown revenue 20%+ YoY for [--] consecutive quarters. Q3 [----] saw $337M revenue (+25.7% YoY) and FCF of $52.4M (+77.6% YoY). Margins are expanding with Adjusted EBITDA up 44% YoY"
X Link 2026-02-05T11:00Z [----] followers, [---] engagements
"6/ Marigold acquisition adds scale. $ZETA its $325M purchase brings 100+ global enterprise brands enabling upsell opportunities and incremental EBITDA & FCF. [----] guidance reflects this: revenue expected $1.54B + Marigold bump"
X Link 2026-02-05T11:00Z [----] followers, [---] engagements
"7/ Risks exist. Marketing spend is cyclical AI competition could emerge and Marigold integration carries execution risk. But $ZETA its market position data moat and expanding enterprise footprint mitigate many of these concerns"
X Link 2026-02-05T11:00Z [----] followers, [---] engagements
"8/ Why now The market has ignored $ZETA for months. With [----] guidance showing revenue reacceleration and OpenAI integration ramping up the setup is quietly improving while sentiment is low"
X Link 2026-02-05T11:00Z [----] followers, [---] engagements
"'26 is going to be the year of booming stock right RIGHT"
X Link 2026-02-05T15:30Z [----] followers, [---] engagements
"@Stockfins AI has been around for a while. Still $ADBE keeps executing. Deceleration in top-line growth is inevitable with the law of large numbers. Since AI was introduced years ago the risk still hasnt materialized"
X Link 2026-02-05T16:52Z [----] followers, [--] engagements
"How do you know I'm a 28-year-old $ADBE holder Me:"
X Link 2026-02-05T17:30Z [----] followers, [---] engagements
"@QualityInvest5 $GOOG does what $GOOG does. Delivering results. 🙇🏻♂"
X Link 2026-02-05T20:48Z [----] followers, [--] engagements
"$GOOGL earnings. oh boy. [--]. Gemini app has over 740M monthly active users [--]. Cloud significantly accelerated with revenues growing 48% now on an annual run rate of over $70 billion [--]. Search grew 17% [--]. YouTube annual revenues surpassed $60B across ads and subs [--]. Lowering Gemini serving unit costs by 78% over [----] [--]. Shipped over [---] product launches within AI Mode and AI Overviews just last quarter $GOOG delivered and did not disappoint https://twitter.com/i/web/status/2019607007934681404 https://twitter.com/i/web/status/2019607007934681404"
X Link 2026-02-06T03:00Z [----] followers, [---] engagements
"FYI $NOW at the current valuation is a lifetime gift from Mr. Market"
X Link 2026-02-06T17:30Z [----] followers, [---] engagements
"My ears tingle due to the treble and bass in Philipp Schindler's voice in the earnings call $GOOG $GOOGL"
X Link 2026-02-06T22:15Z [----] followers, [---] engagements
"What would one expect when $HIMS goes public saying. ''Hey we're going to copy $NVO.'' A copycat doesn't perform well never has and cannot sustainably do so for an extended period of time"
X Link 2026-02-07T03:00Z [----] followers, [---] engagements
"I used to be pretty bullish on $HIMS I stopped being bullish when I read on X or YouTube a while back that someone mentioned that they're mass-producing GLP-1s under the guise of personalization I can't remember who said it but I owe you. Avoided a drama"
X Link 2026-02-07T09:00Z [----] followers, [---] engagements
"Monday I might just close my $GOOG position take the 100%+ gains and reinvest it elsewhere. I see some very compelling opportunities in small-caps in. Australia 🦘"
X Link 2026-02-07T11:00Z [----] followers, [---] engagements
"Why's $ZETA at $16.86 About time it get what it deserves $40+ I said what I said"
X Link 2026-02-07T13:30Z [----] followers, [---] engagements
"Joel Greenblatt turned compounding into an art form 40% annual returns over decades. His secret Treating stocks as businesses buying cheap and being insanely patient. Heres why his approach still works and why the party isnt over👇🧵"
X Link 2026-02-07T17:30Z [----] followers, [---] engagements
"3/ People are still crazy. From [----] to today the S&P [---] has doubled halved doubled halved then tripled. Underneath individual stocks swing wildly. Fear greed and herd mentality still dominate and mispricings persist"
X Link 2026-02-07T17:30Z [----] followers, [--] engagements
"4/ Stocks arent paper. Theyre ownership in real businesses. Understand the business estimate its fair value buy at a discount and hold. Earnings cash flows and compounding eventually realign the markets second guess"
X Link 2026-02-07T17:30Z [----] followers, [--] engagements
"9/ Time arbitrage is the edge. Owning good businesses at a discount for [--] years while others seek gratification in weeks or months allows patient investors to capture outsized returns"
X Link 2026-02-07T17:30Z [----] followers, [--] engagements
"10/ The core disciplines: [--]. View stocks as businesses [--]. Value them realistically [--]. Buy at a discount [--]. Accept long-term price-value divergence [--]. Exploit others short attention spans Simple. Hard. Effective"
X Link 2026-02-07T17:30Z [----] followers, [--] engagements
"@Investinc_Intel Honestly drop $HIMS out of the portfolio. They're copying $NVO and this isn't sustainable. I'm confident that $ZETA is a much much better opportunity. But do your own research just my 2c"
X Link 2026-02-07T20:29Z [----] followers, [---] engagements
"@Investinc_Intel There's indeed still something to like but there's a lot more to like with lesser risk in both $ZETA and $SOFI"
X Link 2026-02-07T20:38Z [----] followers, [---] engagements
"@ReneSellmann The last five years have been a disaster for share appreciation. However fundamentally $AMZN is getting leaner with long-term optimization in sight and this will most likely continue. It's just a matter of time before sentiment shifts slightly helping share appreciation"
X Link 2026-02-07T21:00Z [----] followers, [---] engagements
"@Quality_stocksA I wouldn't be surprised if $HIMS pulls a generational rug-pull next. Their business is deteriorating fast right now and there's no improvements in sight. this could only mean one thing for their future"
X Link 2026-02-07T21:54Z [----] followers, [---] engagements
"@wealthmatica Fundamentally this business is in a massive decline. Buying shares boosts sentiment when the underlying business is solid or improving. This isn't the case for $ENPH"
X Link 2026-02-07T21:56Z [----] followers, [---] engagements
"@Xpert020 @Quality_stocksA Their 'economic moat'. The numbers are not yet. But with the FDA pointing a gun at their core modeland $HIMS removing a core model (which ought to be a significant driver of their future) there's deterioration on the horizon for $HIMS"
X Link 2026-02-07T22:35Z [----] followers, [---] engagements
"@BillAckman"
X Link 2026-02-08T00:56Z [----] followers, [---] engagements
"I'm seeing people short $HIMS $PLTR $MSTR and other companies I honestly don't understand why. The max you can make it 100%. Why not invest in a business long and just let it sit and give yourself the chance to make more than 100% I don't understand short-sellers"
X Link 2026-02-08T01:30Z [----] followers, [---] engagements
"@Colby17201470 Can't imagine their cortisol levels lol. I would be STRESSED seeing this"
X Link 2026-02-08T01:41Z [----] followers, [--] engagements
"$HIMS:''Yeah we're going to launch a compound ripping it from $NVO.'' $HIMS: announces this $HIMS lawyers: ''You'll get fked if you go through with this.'' $HIMS: ''Weve had constructive conversations with stakeholders.we stop offering access to this treatment.''"
X Link 2026-02-08T09:00Z [----] followers, [---] engagements
"6/ Even after decades of compounding $CSU still earns 14% ROIC today down from a 24% ten-year average but still well above its cost of capital. Lower does not mean broken. It means larger"
X Link 2026-02-08T11:00Z [----] followers, [--] engagements
"7/ The balance sheet reflects restraint. $CSU holds $2.8B in cash against $4.2B in debt fully covered by recurring cash flows. No equity dilution. No financial engineering"
X Link 2026-02-08T11:00Z [----] followers, [--] engagements
"8/ The CEO transition spooked markets but not numbers. Mark Leonard delivered 800% total return since [----] while taking $0 salary. His successor inherits a system not a personality"
X Link 2026-02-08T11:00Z [----] followers, [--] engagements
"I've never been more bullish on YouTube $GOOGL than today YouTube truly is the platform where anyone can watch anything Down to the most niche things you can imagine"
X Link 2026-02-08T17:30Z [----] followers, [---] engagements
"@F_Compounders debt loaded balance sheets be like:"
X Link 2026-02-08T19:50Z [----] followers, [----] engagements
"Good luck shorting $RACE. The sanctions/Georgia narrative is interesting but currently speculative and unlikely to carry institutional weight on its own. Your valuation section is the strongest part of this thesis which is no surprise since the valuation is somewhat questionable. The EV demand is another weak point. Good read though. https://twitter.com/i/web/status/2020587590475301264 https://twitter.com/i/web/status/2020587590475301264"
X Link 2026-02-08T19:56Z [----] followers, [--] engagements
"@DimitryNakhla Buybacks are good if they're value-accretive. Some of these names have done buybacks at record prices/valuations. Good they're doing buybacks. but at what cost"
X Link 2026-02-08T20:54Z [----] followers, [---] engagements
"@Mr_Derivatives Watch it bamboozle us and do a 180"
X Link 2026-02-08T23:12Z [----] followers, [---] engagements
"@QualityInvest5 Havent heard $IBM in a while"
X Link 2026-02-08T23:15Z [----] followers, [---] engagements
"@alc2022 $NVO their revenge"
X Link 2026-02-08T23:20Z [----] followers, [---] engagements
"Wish me luck guys. And don't be surprised if my portfolio is. $DUOL $AMD $HIMS $TSLA $SPOT and $UBER after this call"
X Link 2026-02-09T09:00Z [----] followers, [---] engagements
"3x EV/Sales & 5x EV/Gross Profit for $ZETA while others in the sector trade at double this with lower growth. $ZETA is adapting and innovating while others in the sector are sleeping. I'm picking $ZETA anytime any day"
X Link 2026-02-09T13:30Z [----] followers, [---] engagements
"I sold my $GOOG shares. $GOOGL is fundamentally solid but I don't see the IRR I'm targeting. I took 73% profits and reinvested most of it in a small-cap compounder. It hurt a little to sell a position that carried my portfolio last year. :') Did I make the right decision"
X Link 2026-02-10T01:30Z [----] followers, [---] engagements
"@MarketAnch0r Fair enough I just dont see $GOOG fitting for my portfolio so that made the decision easier to make. Im exposed to the Mag7 with $META already fine by me with just that. Having $GOOG makes my portfolio a Mag7folio. 😂"
X Link 2026-02-10T09:33Z [----] followers, [--] engagements
"$BBW went from YoY negative growth to a YoY grower in '21 Their secret They transitioned to an asset-light model embracing e-commerce and expanding their target market to older kids. ''Kidults'' how management calls them (16+) now account for over 40% of its sales"
X Link 2026-02-11T11:00Z [----] followers, [---] engagements
"$UBER is an interesting one right now. It's being treated like it's over but $UBER still has a significant runway for strong growth. Within Delivery remains in early innings. Management has described Grocery as a trillion-dollar market with additional updates expected soon. [--]. Current gross bookings run rate exceeds $12B [--]. Positioned around the "top off the cart" use case which differentiates it from traditional large basket competitors [--]. Significant whitespace as consumer behavior shifts toward convenience-driven replenishment The foundation is already meaningful but penetration remains"
X Link 2026-02-12T22:15Z [----] followers, [----] engagements
"Share buybacks are value-accretive when valuations are favorable. O'Reilly seems to be timing their buybacks properly. Capital. Allocation. Done. Well. $ORLY"
X Link 2025-12-19T17:30Z [----] followers, [---] engagements
"Top [--] scariest things to see Other Unusual Items on the income statement. $TRIO $TRIO.AS"
X Link 2025-12-27T15:30Z [----] followers, [---] engagements
"Rightmove isn't seeing much growth in members. Their revenue increases are purely driven by price hikes. How sustainable is this in the long-term $RMV $RMV.L"
X Link 2025-12-31T22:15Z [----] followers, [---] engagements
"I'm removing Rightmove Plc from the watchlist. Their reinvestment runway is too narrow for my liking. Their absurd high roic is deceiving due to their narrow runway. $RMV $RMV.L"
X Link 2026-01-02T10:41Z [----] followers, [---] engagements
"One of the most slept on companies is Hamilton Lane Wealth management and private equity - Lucrative market - Sticky customer - 17% CAGR AUM growth - Significant inside ownership $HLNE"
X Link 2026-01-07T01:30Z [----] followers, [---] engagements
"Love to brag about my losers as well Valuation. Matters. A. Lot. I learned it the hard way with Copart $CPRT"
X Link 2026-01-08T03:00Z [----] followers, [---] engagements
"P/E [--] ROIC 15% Market cap $8.000M $AGCO AGCO Corporation $WING Wingstop Inc. $KRYS Krystal Biotech Inc. $SMTC Semtech Corporation $IBP Installed Building Products Inc. $FSS Federal Signal Corporation $CRK Comstock Resources Inc. $EXLS ExlService Holdings Inc. $MSA MSA Safety Incorporated $MKTX MarketAxess Holdings Inc. $HLNE Hamilton Lane Incorporated https://twitter.com/i/web/status/2010184914411417794 https://twitter.com/i/web/status/2010184914411417794"
X Link 2026-01-11T03:00Z [----] followers, [---] engagements
"Some interesting companies that aren't discussed (much) here: [--]. $QLYS [--]. $TENB [--]. $VRNS [--]. $OKTA [--]. $S [--]. $RGEN [--]. $NBIX [--]. $JAZZ [--]. $DXCM [--]. $EHC [--]. $FFIV [--]. $YOU [--]. $BOOT"
X Link 2026-01-27T15:30Z [----] followers, [---] engagements
"@taft_greg What would be a more reasonable valuation for you to consider getting in $ADP"
X Link 2026-01-28T07:21Z [----] followers, [---] engagements
"$KLAR $45 at IPO Now $23 If you bought the IPO you would be down almost 50%"
X Link 2026-01-31T15:30Z [----] followers, [---] engagements
"The measure to beat all measures is return on invested capital (ROIC) -Michael Burry Here are [--] companies with ROIC 30% [--]. $MA 41% [--]. $BKNG 46% [--]. $MNST 33% [--]. $RDDT 38% [--]. $FAST 31% [--]. $IDXX 43% [--]. $YUM 34% [--]. $CPRT 31% [--]. $FICO 49% [--]. $VEEV 38% [--]. $PDD 68% [--]. $VRSN 44% [--]. $DECK 88% [--]. $EXEL 41% [--]. $APPF 40% https://twitter.com/i/web/status/2021147181399375901 https://twitter.com/i/web/status/2021147181399375901"
X Link 2026-02-10T09:00Z [----] followers, [----] engagements
"$ADYEN shows limited price appreciation yet the underlying business continues to grow. The multiple came down after getting ahead of itself. Strong company but the opportunity cost of holding has been real for me"
X Link 2026-02-10T15:30Z [----] followers, [---] engagements
"People looking to shop 'discounts' can take a peak over at $SPGI. Their rating revenue alone is already a monster of a segment. Then you get commodity insights mobility and indices as a fun little bonus. $SPGI is definitely interesting at its current valuation"
X Link 2026-02-10T22:15Z [----] followers, [----] engagements
"$ABNB is down 16% since its IPO in '21. 🙇🏻♂ So far they've been hit with a lawsuit insiders are selling competition is fierce and $ABNB seems to act like a mole in daylight. Honestly $ABNB isn't worth checking out for the foreseeable future"
X Link 2026-02-11T01:30Z [----] followers, [---] engagements
"Love to see how $HIMS management shows how optimistic they are about $HIMS. not. yellow = Sale of securities on an exchange or to another person (after option exercise) Red = Sale of securities on an exchange or to another person Must boost investors' confidence"
X Link 2026-02-11T15:30Z [----] followers, [---] engagements
"What's that one unique not widely known book that changed your perspective on investing"
X Link 2026-02-11T22:15Z [----] followers, [---] engagements
"These [--] companies should be on your watchlist [--]. Adyen N.V. (Ticker: $ADYEN $ADYEY) Adyen is a global payments platform allowing businesses to accept online in-store and in-app payments through a unified system. It handles the full payment flowauthorization processing and settlementwithout relying on third parties. Built-from-scratch platform enables speed scalability and control. Global enterprise clients create sticky high-volume relationships. Vertical integration with its own acquiring and banking infrastructure. Strong financials with high margins solid cash flow and long-term"
X Link 2025-04-09T17:57Z [----] followers, [----] engagements
"$ZTS looks like a good opportunity right now - Modest top-line growth - Margin expansion - Above industry-average returns on capital - Humanization of pets trend In the U.S. EU Brazil and China alone there are 0.5B dogs and cats"
X Link 2026-01-26T22:15Z [----] followers, [----] engagements
"$CPRT has a beautiful chart. Wonderful addition to my portfolio. Solid buy right now imo"
X Link 2026-02-14T03:00Z [----] followers, [----] engagements
"My portfolio as of today. [--]. Amazon $AMZN [--]. ASML $ASML [--]. LVMH $PA.MC $LVMH [--]. Visa $V [--]. MercadoLibre $MELI [--]. Dino Polska $DNP [--]. Adobe $ADBE [--]. Ulta Beauty $ULTA [--]. Copart $CPRT [--]. Kinsale Capital $KNSL [--]. Ameriprise Financial $AMP In [----] I'm trying to reduce my portfolio to 5-8 positions but it's incredibly challenging with all these excellent companies. Dilemma's dilemma's and even more dilemma's. https://twitter.com/i/web/status/1881769738612756626 https://twitter.com/i/web/status/1881769738612756626"
X Link 2025-01-21T18:24Z [----] followers, 64.2K engagements
"My portfolio as of today: [--]. Amazon $AMZN [--]. ASML $ASML [--]. MercadoLibre $MELI [--]. Visa $V [--]. Dino Polska $DNP [--]. LVMH $LVMH $MC.PA [--]. Alphabet $GOOGL [--]. Adobe $ADBE [--]. Copart $CPRT [--]. Kinsale Capital $KNSL I am incredibly pleased with all my holdings. I am still unsure what to make of Adobe but I will continue to hold on to the bad boy until my thesis changes. Adobe has been the biggest drag on my portfolio and returns. https://twitter.com/i/web/status/1903136455611805782 https://twitter.com/i/web/status/1903136455611805782"
X Link 2025-03-21T17:27Z [----] followers, 59.4K engagements
"AI is disrupting $ADBE That's what the bears say. But it's far from the truth. It's a cash machine that's going to give investors 100% on their investment. Here's why $ADBE will loudly continue to dominate the creative industry: 🧵👇🏻"
X Link 2026-01-23T09:00Z [----] followers, 22.2K engagements
"$FIG will nicely be added to the ''never buy IPOs'' statistics And for a good reason $122 around IPO with an intrinsic value of $16 Bound to crash"
X Link 2026-02-04T13:30Z [----] followers, [----] engagements
"What. A. Beauty. [--]. Mission critical. [--]. Deeply embedded. [--]. Extremely sticky. [--]. No dilution. [--]. Adapted excellently to the cloud boom [--]. Competent management w/ significant skin in the game $AOF $AOF.F"
X Link 2026-02-09T03:00Z [----] followers, [---] engagements
"If you had to bet 25% of your portfolio on ONE company right now what company would you pick $MELI $ZETA $META $UBER $SOFI score really high for me"
X Link 2026-02-10T13:30Z [----] followers, [---] engagements
"$ASML is destroying shareholder value through one of the worst-executed buyback programs in large-cap history. Over five consecutive trading days management spent roughly 125M per day buying back shares at weighted average prices between [----] and [----]. This is not capital return. This is capital destruction. [--]. Buybacks were executed near cycle-peak valuations. [--]. 125M per day was removed from the balance sheet with zero margin of safety. At these prices the buyback has no meaningful per-share value accretion. Buybacks only create value when shares are undervalued or at least reasonably"
X Link 2026-02-11T09:00Z [----] followers, 44.1K engagements
"My $ZETA position is taking a significant beating Worried Not in the slightest. I understand the business and see significant growth potential even in the most bearish scenario. $ZETA will do what it does best. Execute and deliver. Holding on"
X Link 2026-02-13T09:00Z [----] followers, [---] engagements
"I thought I was safe from the manic Mr. Market manic depression But my $ADYEN $ZETA $BRO and $KPG positions are taking a beating. Oh my. 🙇🏻♂"
X Link 2026-02-13T11:00Z [----] followers, [---] engagements
"I honestly don't think we all grasp how fast AI is actually scaling. This weirdly enough somewhat scares me to see. CC: @aidigest_"
X Link 2026-02-13T22:15Z [----] followers, [---] engagements
"$RMV is a classic example of why ROIC alone does not drive value. [--]. 330% ROIC [--]. Limited reinvestment opportunities Value creation = ROIC Reinvestment Rate When the reinvestment rate is close to zero even a 330% ROIC cannot compound meaningfully"
X Link 2026-02-14T09:00Z [----] followers, [---] engagements
"I published an in-depth investment case on Rko AB You can read it via the link in my bio. 😎 $ROKO $ROKOb"
X Link 2025-07-09T13:12Z [----] followers, [----] engagements
"Analysts in the UK are loving the following UK companies. 👇🏻 (giving them strong buy ratings) [--]. $AZN AstraZeneca PLC [--]. $LSEG London Stock Exchange [--]. $GLEN Glencore PLC [--]. $PRU Prudential PLC [--]. $IMB Imperial Brands [--]. $SSE SSE PLC [--]. $SMT Scottish Mortgage Investment Trust Plc [--]. $INF Informa PLC [--]. $AAF Airtel Africa PLC Thoughts on these companies 👀 https://twitter.com/i/web/status/1959314751688782293 https://twitter.com/i/web/status/1959314751688782293"
X Link 2025-08-23T18:00Z [----] followers, [----] engagements
"Not bad for ''just a fluid dispenser'' company $GGG"
X Link 2025-09-08T06:00Z [----] followers, [---] engagements
"What an absolute beast Sea Limited is. Honestly. Aggressive growth and expanding margins Sign me up. On top of that getting more capital efficient year-over-year. Dream setup what do you think $SE"
X Link 2025-12-19T13:30Z [----] followers, [----] engagements
"$WISE.L is another true compounder Sustainably growing their customer base and revenues Nothing fancy but the fact that it's predictable and sustainable growth should make any investor happy"
X Link 2026-01-22T09:00Z [----] followers, [----] engagements
"$SAP FCF per share is up stock price is -16% Make it make sense. The fundamentals of the business have not changed. They're still compounding. I'm seeing opportunities here"
X Link 2026-01-30T11:00Z [----] followers, [---] engagements
"Who else missed the memo that $ULTA is quietly up 93% since last March I did for sure lol. Haven't heard this name AT ALL in months. Any bagholders"
X Link 2026-02-05T09:00Z [----] followers, [---] engagements
"This explains a lot of why $ULTA has been an absolute beast since last year Precision on their buybacks (buybacks and price do not line up perfectly) Value-accretive. Something $ASML can learn from with their recent buyback program. 🙇🏻♂"
X Link 2026-02-05T13:30Z [----] followers, [---] engagements
"$SAP honestly has the world's stickiest products Yet this business is being treated like some AI agents will replace all their offerings SAP powers [-------] companies. 80% of them are small and midsize"
X Link 2026-02-06T09:00Z [----] followers, [---] engagements
"3/ EPS tells the same story. $CSU earned $9.89 per share in Q3-2025 versus $7.74 last year. That is 28% growth while the stock multiple compressed"
X Link 2026-02-08T11:00Z [----] followers, [--] engagements
"4/ Cash is where $CSU separates itself. Operating cash flow reached $685M up 33% YoY while FCFA2S surged to $529M a 46% increase. This is acquisition fuel not accounting profit"
X Link 2026-02-08T11:00Z [----] followers, [--] engagements
"Investing in mission-critical companies gives you an edge. $ASML Only producer of EUV lithography machines required to fabricate advanced-node chips. $SAP ERP software coordinates accounting procurement supply chains and operations across large enterprises. $ADP Global payroll and HR outsourcing platform used broadly across enterprise SaaS deployments. $LMT One of the largest aerospace and defense contractors globally by revenue producing advanced fighters missiles and space systems. $GD Produces defense aviation platforms and mission-critical systems across air land and naval domains."
X Link 2026-02-10T11:00Z [----] followers, [----] engagements
"@kirille__ It isnt but I rather see these buybacks in the down period of the chip cycle then right now in the boom period of the cycle"
X Link 2026-02-12T08:09Z [----] followers, [--] engagements
"@Tennee989999 ASML could hae waited for a slowdown in the chip cycle since its a cyclical business and start deploying cash. Would be more value accretive"
X Link 2026-02-12T08:11Z [----] followers, [--] engagements
"Youre overstating it. Yes ASMLs cash flow is lumpy. Thats the nature of shipping 150M+ systems on milestone payments. But its the only way they can do buybacks is simply not accurate. ASML has: [--]. Structurally strong free cash flow across cycles [--]. A net cash position [--]. Full access to debt markets if needed Buybacks are a capital allocation decision not a cash accident. Cash timing may influence pacing within a quarter. It does not dictate the strategy. And history shows that at [---] [---] or higher the real driver was earnings power not cash lumpiness. Capital allocation follows long-term"
X Link 2026-02-12T08:24Z [----] followers, [--] engagements
"Bill Ackman added $META Based"
X Link 2026-02-12T11:00Z [----] followers, [---] engagements
"@DimitryNakhla Who in their right mind would pay 22x sales for $AXON. 22x sales Oeh yeah don't mind if I do"
X Link 2026-02-05T21:19Z [----] followers, [---] engagements
"I honestly think I underestimate how fast AI is evolving Fully AI video. $ADBE cooked CC: @RuairiRobinson"
X Link 2026-02-12T15:30Z [----] followers, [---] engagements
"EverQuote is highly concentrated on its automotive insurance segment. This has in the past caused temporary setbacks in their sales. Curious if we get another period like 2021/2023 in the future. Dependence creates weak spots. $EVER"
X Link 2025-12-28T17:15Z [----] followers, [---] engagements
"When will the market realise that $UBER is a true compounder at its core $UBER is respectfully dominating the industry. Actual competitor Lyft Nah Grab Nah Bolt Nah Gett Nah"
X Link 2026-02-07T15:30Z [----] followers, [----] engagements
"@tdearling It is my personal view maybe. Ive been in the talks with other who also invest in $ASML and they share similar thoughts. Management definitely knows more but they need to know something huge to make it make sense"
X Link 2026-02-11T14:29Z [----] followers, [----] engagements
"What are your top [--] picks for [----] Mine: $ZETA $BRO $AOF $CSU $IBKR Bonus $ADBE"
X Link 2026-01-27T22:15Z [----] followers, [----] engagements
"I just vibe coded a mini learning app 🙄 $DUOL"
X Link 2026-02-12T17:30Z [----] followers, [---] engagements
"@Quality_stocksA $NWL has been on my list for a while now as well. Phenomenal business to say the least"
X Link 2026-01-25T01:25Z [----] followers, [---] engagements
"The whole world is uniting about my home country the Netherlands. Why Because our government is implementing 36% tax on UNREALIZED gains. Never seen X more united on this topic. Everyone thinks this is ridiculous and it is. My home country is killing the middle class. The class that's carrying this country (60% is considered middle class. We provide social stability contribute significantly to the tax man and stimulate the economy via spending) https://twitter.com/i/web/status/2022483450146545948 https://twitter.com/i/web/status/2022483450146545948"
X Link 2026-02-14T01:30Z [----] followers, [---] engagements
"I'm framing this earnings slide from $GOOG and putting it up on my wall. No explanation needed"
X Link 2026-02-08T22:15Z [----] followers, [----] engagements
"Be $ADYEN Post stellar earnings Show significant growth across the board Drop 21%"
X Link 2026-02-13T01:30Z [----] followers, [---] engagements
"Heres my 2c on $ZETA. $ZETA is being priced like growth is about to stall but the operating data says otherwise. [--]. Revenue has grown 20%+ for [--] straight quarters. [--]. Adjusted EBITDA margins have expanded for [--] consecutive quarters. [--]. Free cash flow is scaling meaningfully. This is not a hype cycle story. Its a consistent story. Athena is getting the headlines but its not the thesis. [--]. Built on years of proprietary data and vertical-specific models [--]. Embedded directly inside workflows linking insight to execution [--]. If it works it enhances the platform. If it doesnt the core business"
X Link 2026-02-14T11:00Z [----] followers, [---] engagements
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