# ![@FromValue Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1019121058069217280.png) @FromValue From Growth To Value

Mark Leonard, the founder of Constellation Software ($CSU), is stepping down as CEO for health reasons and will be replaced by Mark Miller, the current COO. This change has led to a significant drop in the company's stock. The event has sparked discussions about whether the company's success was due to Leonard's leadership or the company's business model.

### Engagements: [-----] [#](/creator/twitter::1019121058069217280/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1019121058069217280/c:line/m:interactions.svg)

- [--] Week [-------] +56%
- [--] Month [-------] +132%
- [--] Months [---------] -40%
- [--] Year [----------] +23%

### Mentions: [--] [#](/creator/twitter::1019121058069217280/posts_active)
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- [--] Week [--] -22%
- [--] Month [---] -5.70%
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- [--] Year [-----] +6.60%

### Followers: [-------] [#](/creator/twitter::1019121058069217280/followers)
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- [--] Week [-------] +0.05%
- [--] Month [-------] +0.53%
- [--] Months [-------] +5.70%
- [--] Year [-------] +14%

### CreatorRank: [-------] [#](/creator/twitter::1019121058069217280/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1019121058069217280/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  56.41% [technology brands](/list/technology-brands)  33.33% [finance](/list/finance)  33.33% [countries](/list/countries)  2.56% [cryptocurrencies](/list/cryptocurrencies)  1.71% [automotive brands](/list/automotive-brands)  1.71% [celebrities](/list/celebrities)  0.85% [luxury brands](/list/luxury-brands)  0.85%

**Social topic influence**
[$nvda](/topic/$nvda) 11.97%, [if you](/topic/if-you) 11.97%, [$duol](/topic/$duol) 6.84%, [stocks](/topic/stocks) 6.84%, [$amzn](/topic/$amzn) 5.98%, [$meli](/topic/$meli) 5.98%, [ai](/topic/ai) 5.98%, [$asml](/topic/$asml) 5.98%, [asml](/topic/asml) 5.98%, [$aapl](/topic/$aapl) 5.13%

**Top accounts mentioned or mentioned by**
[@simplywallst](/creator/undefined) [@chartdummie](/creator/undefined) [@focuslongterme](/creator/undefined) [@rhidiandavis](/creator/undefined) [@winderkit](/creator/undefined) [@william_r2rclub](/creator/undefined) [@ricrtp](/creator/undefined) [@planert41](/creator/undefined) [@siyul](/creator/undefined) [@drivew2g](/creator/undefined) [@mrmoativator](/creator/undefined) [@alertinvest](/creator/undefined) [@garpandchill](/creator/undefined) [@daveyjuice](/creator/undefined) [@financefilosoof](/creator/undefined) [@citronresearch](/creator/undefined) [@cashapp](/creator/undefined) [@robinhoodapp](/creator/undefined) [@square](/creator/undefined) [@remindmeofthis](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [MercadoLibre Inc (MELI)](/topic/$meli) [Apple, Inc. (AAPL)](/topic/$aapl) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Sea Limited (SE)](/topic/$se) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Datadog Inc (DDOG)](/topic/$ddog) [Cloudflare, Inc. (NET)](/topic/$net) [Shopify Inc (SHOP)](/topic/$shop) [Metadium (META)](/topic/$meta) [Intel Corporation (INTC)](/topic/$intc) [NuCypher (NU)](/topic/$nu) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Novo-Nordisk (NVO)](/topic/$nvo) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Docusign Inc (DOCU)](/topic/$docu) [Roku, Inc. (ROKU)](/topic/$roku) [Block, Inc. (SQ)](/topic/$sq) [Teladoc Health, Inc. (TDOC)](/topic/$tdoc) [Fenerbahçe Token (FB)](/topic/$fb) [Netflix Inc (NFLX)](/topic/$nflx) [Twilio, Inc. (TWLO)](/topic/$twlo) [Pinterest, Inc. (PINS)](/topic/$pins) [Broadcom, Inc. (AVGO)](/topic/$avgo) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Advanced Micro Devices (AMD)](/topic/$amd) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Tempus AI, Inc. (TEM)](/topic/$tem) [Global-e Online Ltd. (GLBE)](/topic/$glbe) [T-Mobile (TMUS)](/topic/$tmus) [SAP SE (SAP)](/topic/$sap)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$TSM's top [--] customers. [--]. Apple $AAPL [--]. Nvidia $NVDA [--]. Broadcom $AVGO [--]. Qualcom $QCOM [--]. AMD $AMD [--]. Mediatek [--]. Intel $INTC [--]. Sony $SONY [--]. Marvell $MRVL [--]. Amazon $AMZN http://2454.TW http://2454.TW"  
[X Link](https://x.com/FromValue/status/1936315397021810822)  2025-06-21T06:49Z 119.2K followers, 21.6K engagements


"$DUOL is the clearest opportunity I see since the stupid $ADYEY crash in August [----]. I made Adyen my largest position at the time"  
[X Link](https://x.com/FromValue/status/1987808950998241536)  2025-11-10T09:06Z 119.2K followers, 19.5K engagements


"Which [--] stocks would you buy now if you are not allowed to sell them for [--] years I'll start: $MELI $NU $ADYEY You"  
[X Link](https://x.com/FromValue/status/1993268570650718699)  2025-11-25T10:40Z 119.2K followers, 36.4K engagements


"The new Potential Multibaggers article is out 🚀 It's about Tempus AI $TEM. Is it time to buy it Read below.👇"  
[X Link](https://x.com/FromValue/status/1994065360778051874)  2025-11-27T15:26Z 119.2K followers, [----] engagements


"The new Potential Multibaggers article is out This one is about $GLBE $SHOP's secret weapon. Is it a buy now Find out below"  
[X Link](https://x.com/FromValue/status/2010152334199079155)  2026-01-11T00:50Z 119.2K followers, [----] engagements


"Follow Karel. Not just for his great content but also because I think he actually gave a description about himself here while trying to describe me. 😃 Happy to have you as a fellow $MELI investor 🤝 Just bought $MELI Had the pleasure of spending an hour over drinks with @FromValue. He has way more followers than I do and rightly so: extremely smart very knowledgeable and genuinely kind. I already had plenty of LatAm exposure but thanks to Kirs I now also own $MELI. https://t.co/vyV3CSmszW Just bought $MELI Had the pleasure of spending an hour over drinks with @FromValue. He has way more"  
[X Link](https://x.com/FromValue/status/2016860007745093948)  2026-01-29T13:04Z 119.2K followers, 10.8K engagements


"@Ric_RTP [--]. Clearly written with AI. [--]. Basing your stories on stock price movements is ignorant at best. $SHOP was down 85% in [----]. What a crap company right 😂 [--]. You just write what everyone already assumes. Follow the herd and your returns will generally be very low"  
[X Link](https://x.com/FromValue/status/2017377215072112806)  2026-01-30T23:19Z 119.2K followers, [----] engagements


"Is $CRWD a BUY on AI potential or not That's the question I answer in the most recent Potential Multibaggers article. As always there's a very generous freely accessible part"  
[X Link](https://x.com/FromValue/status/2017770291427000631)  2026-02-01T01:21Z 119.2K followers, 16.1K engagements


"You can find the article here. Do you think $CRWD is a buy at this price 🤔 https://www.potentialmultibaggers.com/p/crowdstrike-a-buy-on-ai-or-not https://www.potentialmultibaggers.com/p/crowdstrike-a-buy-on-ai-or-not"  
[X Link](https://x.com/FromValue/status/2017770564195078352)  2026-02-01T01:22Z 119.2K followers, [----] engagements


"@planert41 $TTD doesn't make ads at all. They connect buyers and sellers of ad spaces in a tenth of a second and have nothing to do with $META & $GOOGL. Those are the "walled gardens" while TTD is the open internet"  
[X Link](https://x.com/FromValue/status/2018033490000760878)  2026-02-01T18:47Z 119.2K followers, [----] engagements


"@siyul The market was wrong and the market is wrong. Long story but basically it overvalued $TTD by a lot first and now it undervalues it"  
[X Link](https://x.com/FromValue/status/2018878762738458962)  2026-02-04T02:46Z 119.2K followers, [---] engagements


"@drive_w2g That's how most think yes. Heard the same thing when $SHOP dropped 85% in [----]. Initially everyone wants the stock cheaper but when it's cheaper everyone thinks there are too many clouds so they don't buy"  
[X Link](https://x.com/FromValue/status/2018879513128792090)  2026-02-04T02:49Z 119.2K followers, [---] engagements


"$DUOL undervalued by 76% according to @simplywallst based on an automated DCF. 👀"  
[X Link](https://x.com/FromValue/status/2019882956907769860)  2026-02-06T21:16Z 119.2K followers, 14K engagements


"@Mr_Moativator @simplywallst "Moat" is the most overvalued word in investing. A moat is dug over many years so only a few dozen companies have it. So I guess you mean "what could become a future moat for $DUOL" I guess And what exactly changed Do you believe their "moat" was the content"  
[X Link](https://x.com/FromValue/status/2020127360465478065)  2026-02-07T13:27Z 119.2K followers, [---] engagements


"@chartdummie @simplywallst Moat" is the most overvalued word in investing. A moat is dug over many years so only a few dozen companies have it. If you mean "competitive advantage" it's engagement"  
[X Link](https://x.com/FromValue/status/2020127584327962922)  2026-02-07T13:28Z 119.2K followers, [---] engagements


"With my [----] day streak I've learned basic Italian chess Latin and music. In the meantime what people laughing with $DUOL's language level have learned"  
[X Link](https://x.com/FromValue/status/2020153577864634657)  2026-02-07T15:12Z 119.2K followers, [----] engagements


"About the software selloff. I hear stupid opinions from: * Investors with almost no knowledge about tech * Tech guys with almost no knowledge about investing There are many opinions but not too many valuable ones"  
[X Link](https://x.com/FromValue/status/2020201644374520045)  2026-02-07T18:23Z 119.2K followers, [----] engagements


"@FocusLongTerme Repetition is the mother of all knowledge so yes there is repetition but much less than with other methods. Games are not always the same. Too easy. It adapts to your level. Poorly coded They check the code 🤔"  
[X Link](https://x.com/FromValue/status/2020256445682287030)  2026-02-07T22:00Z 119.2K followers, [---] engagements


"If you really think that $TMUS introducing language translation is a negative for $DUOL you know nothing about $DUOL"  
[X Link](https://x.com/FromValue/status/2021674948587089999)  2026-02-11T19:57Z 119.2K followers, 11.6K engagements


"@alert_invest Do you agree that any website can focus on language education for at least [--] years It's not about the content. It's about UI engagement etc"  
[X Link](https://x.com/FromValue/status/2021676836132991472)  2026-02-11T20:04Z 119.2K followers, [---] engagements


"@rhidiandavis Could you be more specific about what part applies to $RBRK because your answer puzzles me. 🤔"  
[X Link](https://x.com/FromValue/status/2022299756798611914)  2026-02-13T13:20Z 119.2K followers, [----] engagements


"SaaS is not going anywhere. 😂 #Switzerland"  
[X Link](https://x.com/FromValue/status/2019717082032853331)  2026-02-06T10:17Z 119.2K followers, [----] engagements


"Just remember it's when everyone is bearish about a certain industry or the market in general that you can find the best opportunities. 💡"  
[X Link](https://x.com/FromValue/status/2020120909416177854)  2026-02-07T13:02Z 119.2K followers, [----] engagements


"I've had many many of my stocks down 50%+ on certain moments. Did you know that $AAPL once dropped 50% on a single day Some never recover some become some of the best stocks ever. It's tough to separate the ones that will recover and the ones that won't but I do know that selling just [--] huge winner can cost you a lot more money than holding on to your losers too long. https://twitter.com/i/web/status/2021052752638464227 https://twitter.com/i/web/status/2021052752638464227"  
[X Link](https://x.com/FromValue/status/2021052752638464227)  2026-02-10T02:45Z 119.2K followers, [----] engagements


"$DDOG's track record on beating the estimates on non-GAAP EPS and revenue. Perfect 40/40 👌🫡"  
[X Link](https://x.com/FromValue/status/2021320816156184843)  2026-02-10T20:30Z 119.2K followers, [----] engagements


"Datadog $DDOG posted OUTSTANDING earnings this morning Accelerating revenue growth record bookings AI tailwinds you name it. Actually Datadog can teach all investors something about AI and investing in AI. And it's probably not the lesson most expect. What about that disappointing guidance though Well you can read everything about it in this article (see below). https://twitter.com/i/web/status/2021367223672057928 https://twitter.com/i/web/status/2021367223672057928"  
[X Link](https://x.com/FromValue/status/2021367223672057928)  2026-02-10T23:34Z 119.2K followers, 12.1K engagements


"You can read the article here. Is $DDOG a buy after its very strong earnings Find out in this article. (As always a very generous FREE part). https://www.potentialmultibaggers.com/p/datadog-the-acceleration-nobody-expected https://www.potentialmultibaggers.com/p/datadog-the-acceleration-nobody-expected"  
[X Link](https://x.com/FromValue/status/2021367619958473159)  2026-02-10T23:36Z 119.2K followers, [----] engagements


"You can read an earnings deep dive here. As always a very generous free part. Enjoy it https://www.potentialmultibaggers.com/p/cloudflare-the-next-internet-is-here https://www.potentialmultibaggers.com/p/cloudflare-the-next-internet-is-here"  
[X Link](https://x.com/FromValue/status/2021704875453616315)  2026-02-11T21:56Z 119.2K followers, [----] engagements


"The [--] biggest European companies. From this list I'm long only $ASML & $SAP $MC.PA $LVMHF $NESN.SW $NSRGY $ROG.SW $RHHBY $OR.PA $NVO $SIE.DE $AIR.PA I'm also long $ADYEY and a small company which is one of my latest picks. And $TOI.TO http://RMS.PA http://RMS.PA"  
[X Link](https://x.com/FromValue/status/1983847457948578219)  2025-10-30T10:44Z 119.2K followers, 28.4K engagements


"@GarpandChill Love the question. 👍🏻 Adyen Great company extremely high quality. Was overvalued a few years ago but fairly valued now and most underestimate how long they will be able to grow at 20%. A few other European stocks I own: $ASML & $RMS.PA And Topicus to a certain extent"  
[X Link](https://x.com/FromValue/status/1996576578990493730)  2025-12-04T13:45Z 119.2K followers, [---] engagements


"$NET was up 5.5% today in a red market. Why The fantastic earnings that it announced yesterday You can read all about it in my article below"  
[X Link](https://x.com/FromValue/status/2021704611149529151)  2026-02-11T21:55Z 119.2K followers, 12.4K engagements


"Can someone explain why $RBRK is down almost 50%"  
[X Link](https://x.com/FromValue/status/2022267458883654041)  2026-02-13T11:11Z 119.2K followers, 23.9K engagements


"@davey_juice I have been investing in Potential Multibaggers since [----] I know the word beta all too well. 🙂 Just want to know if I missed anything"  
[X Link](https://x.com/FromValue/status/2022298989253554419)  2026-02-13T13:17Z 119.2K followers, [----] engagements


"$DUOL VP of AI New $DUOL VP of AI. Ex Google Director of Engineering Workspace AI. https://t.co/EBErvt2M5h New $DUOL VP of AI. Ex Google Director of Engineering Workspace AI. https://t.co/EBErvt2M5h"  
[X Link](https://x.com/FromValue/status/2022458111144136775)  2026-02-13T23:49Z 119.2K followers, 17.2K engagements


"Let's talk $TTD. The stock is down 78.3% from its high. I've been long since $19.5 (May 2019) and I've been following it since [----]. Right now the stock trades at just [----] times the [----] PE. The EPS growth in [----] is expected to be 17.5%. That implies a [----] PEG of just [----]. For [----] that's [---] and the [----] PEG is [----]. All of these are very cheap by far the cheapest $TTD has ever traded. Of course the company will still have to execute. Last year I warned my subscribers that the stock was overvalued (a valuation score of 3/10 remarking that it would be 2/10 if it had not been such a great"  
[X Link](https://x.com/FromValue/status/2017938512083931409)  2026-02-01T12:30Z 119.2K followers, 55.3K engagements


"Wake up honey The new Overview Of The Week is out With: * How a former karoake machine importing company wiped out billions in the transportation sector. * Is there a crash coming Maybe. Or maybe not. * SaaS multiples have dropped a ton while revenue is growing. * Are $CSU and $TOI dead because of AI What if I told you they have an in-house AI agent platform Much more. See below for the full article"  
[X Link](https://x.com/FromValue/status/2023207783034696135)  2026-02-16T01:28Z 119.2K followers, [----] engagements


"What's a stock where you don't understand not more people 'see it'"  
[X Link](https://x.com/FromValue/status/1857150889775047045)  2024-11-14T19:57Z 119.2K followers, 20.9K engagements


"Wanna be a contrarian Be a contrarian on your holding period Invest for the long term"  
[X Link](https://x.com/FromValue/status/1967611867934970115)  2025-09-15T15:30Z 119.2K followers, [----] engagements


"@FinanceFilosoof En $GRAB als investering Ja of neen"  
[X Link](https://x.com/FromValue/status/1990797114914582791)  2025-11-18T14:59Z 119.2K followers, [---] engagements


"Nick Sleep introduced the concept of scale advantages shared. I added the more data element here"  
[X Link](https://x.com/FromValue/status/1994010047131636042)  2025-11-27T11:46Z 119.2K followers, 11.5K engagements


"What's your main problem in investing 🤔"  
[X Link](https://x.com/FromValue/status/1874955421775278101)  2025-01-02T23:06Z 119.2K followers, 11.1K engagements


"Michael Burry is silently weeping today. 😏 $NVDA $PLTR"  
[X Link](https://x.com/anyuser/status/1988061157958271417)  2025-11-11T01:48Z 119.2K followers, 50K engagements


"$LVGO is a perfect example of a win for everybody: * Patients become healthier. * Patients get free testing strips so cheaper for them. * Less treatment so cheaper for insurers * Cheaper for the public health care costs. * Great returns for its stockholders"  
[X Link](https://x.com/anyuser/status/1281906848828985348)  2020-07-11T11:03Z 119.2K followers, [---] engagements


"$CRWD down 7%. Because of the vaccin there will be no crooks anymore. 🤔🙄 $DOCU down 13.5%. Because of the vaccin people will all of a sudden crave for slow back-and-forth paper work. 🤔🙄 $ROKU down 7.8%. Because of the vaccin people become allergic to smart TVs. 🤔😜😂"  
[X Link](https://x.com/anyuser/status/1325874042210045952)  2020-11-09T18:52Z 119.2K followers, [---] engagements


"#GameStop $GME [--] lessons: [--]. Never short. Your upside max is only 100% your downside is unlimited. [--]. If #wallstreetbets is stock market manipulation then the often ridiculous short reports of @CitronResearch & others are too. [--]. Many big hedge funds are still very arrogant"  
[X Link](https://x.com/anyuser/status/1354425174402199552)  2021-01-27T13:45Z 119.2K followers, [---] engagements


"I think the whole #RobinHood debacle shows the bull case for $SQ. If it builds out the trading capacities of @CashApp it could become the new better version of @RobinhoodApp. @Square could use it as a lead magnet and make (more) money from the rest of its services"  
[X Link](https://x.com/anyuser/status/1354915878752686081)  2021-01-28T22:14Z 119.2K followers, [---] engagements


"$NET Consistency in a bottle. +50% YoY. evenue growth quarter after quarter since IPO: Q3 2019: +47.6% YoY Q4 2019: +51.2% YoY Q1 2020: +47.8% YoY Q2 [----] +47.9% YoY Q3 2020: +54.5% YoY Q4 2020: +50% YoY. The consistency is awesome and remarkable"  
[X Link](https://x.com/anyuser/status/1359998739851665410)  2021-02-11T22:52Z 119.2K followers, [---] engagements


"$PLTR Any chart readers out there who can interpret this chart 😂 (from Wall Street Bets)"  
[X Link](https://x.com/anyuser/status/1365296636159795202)  2021-02-26T13:44Z 119.2K followers, [---] engagements


"What do you think is the most undervalued $10B+ company I'm not talking about the highest conviction just what you think is most undervalued vs. the long-term story. I'll start with mine: $TDOC"  
[X Link](https://x.com/anyuser/status/1387174656143134724)  2021-04-27T22:39Z 119.2K followers, [---] engagements


"10 years ago $AAPL had a market cap of $330B now $2.2T. If you would have said that at the time you would have been the laughing stock of Wall Street. Imagination combined with logic is a strong force. Which $100B+ company has the potential to be a $2T company before 2035"  
[X Link](https://x.com/anyuser/status/1389322007578390531)  2021-05-03T20:52Z 119.2K followers, [---] engagements


"NOT watching CNBC is a competitive advantage for investors. 🙂"  
[X Link](https://x.com/anyuser/status/1395730400887062530)  2021-05-21T13:17Z 119.2K followers, [---] engagements


"$SE WHAT A QUARTER again 🚀 🚀 🚀 Revenue of $2.28B up158.5% YoY beating the consensus by 13%. 🤯 It even starts beating on EPS now. 😁 Gross profit $930.9M up 363.5% YoY Sea is growing like a sub $100M small cap"  
[X Link](https://x.com/anyuser/status/1427586738227224583)  2021-08-17T11:02Z 119.2K followers, [---] engagements


"I just got a scoop from a secret source and it's 🤯. $SE is launching in Poland now but the next countries could be Spain and France 🤯 This company keeps amazing me with its boldness and execution Long since $54 long for a very long time to come🚀🚀🚀"  
[X Link](https://x.com/anyuser/status/1435223583861641221)  2021-09-07T12:49Z 119.2K followers, [---] engagements


"$UPST Great quarter again Revenue $228M +250% YoY and beating the consensus $13.12M or 6.1% EPS of $0.60 beating by $0.27; GAAP EPS of $0.30 beating by $0.06 Guidance Q4 Revenue of $255M to $265M vs consensus of $227.62M almost +15% at the midpoint. Shares - 17.8% 🤔🤷🏻"  
[X Link](https://x.com/anyuser/status/1458182614150520837)  2021-11-09T21:20Z 119.2K followers, [---] engagements


"Cynicism is really bad for investing success. $TSLA was 'just a car' $AAPL was 'just a phone' $FB was 'just a website' $GOOGL was 'just an algorithm' $NVDA was 'just a chip' $SBUX was 'just coffee' $MCD was 'just fast food' . Cynicism sounds smart but it costs you money"  
[X Link](https://x.com/anyuser/status/1460571350125449220)  2021-11-16T11:32Z 119.2K followers, [---] engagements


"When I picked $SHOP in May [----] it had📈 223% in [--] yrs. It's a [--] bagger since. $TTD in May [----] (split-adjusted) had 📈550% in [--] yrs. It's a [--] bagger+ since. $SE: +319% in the [--] months before I picked it it's a [--] bagger+ since. Don't think you missed it. Think long-term"  
[X Link](https://x.com/anyuser/status/1463445275851243521)  2021-11-24T09:51Z 119.2K followers, [---] engagements


"Nobody can predict interest rates the future direction of the economy or the stock market. Dismiss all such forecasts and concentrate on whats actually happening to the companies in which youve invested. Peter Lynch"  
[X Link](https://x.com/anyuser/status/1463541105560018946)  2021-11-24T16:12Z 119.2K followers, [---] engagements


"How many times have you heard about $AMZN $NFLX $AAPL millionaires You would expect them to be numerous wouldn't you Most couldn't hold through the volatility. $AMZN: -90% (dotcom) $NFLX: -75% (Quikster debacle 2011) $AAPL: -52% in [--] day (2000 earnings miss)"  
[X Link](https://x.com/anyuser/status/1467496844976693252)  2021-12-05T14:11Z 119.2K followers, [---] engagements


"Pretty sure this basket of [--] 'Covid stocks' will outperform the market over the next year [--] years and [--] years. I'm definitely least confident about the first year. @RemindMe_OfThis [--] year $TDOC $PINS $PTON $ROKU $MELI $SE $FVRR $TWLO $DOCU $SQ"  
[X Link](https://x.com/anyuser/status/1468267135956926468)  2021-12-07T17:12Z 119.2K followers, [---] engagements


"At this moment $PINS is a value stock. This is its forward PE. 👀🤯 As you can see it's lower than that of $PEP and $KO. The difference PEP&KO are expected to grow revenue by about 5% in the next [--] yrs PINS by about 25% to 30% per year. #fromgrowthtovalue 😁"  
[X Link](https://x.com/anyuser/status/1479555621112496135)  2022-01-07T20:48Z 119.2K followers, [---] engagements


"$AMZN could survive the dotcom crash by raising a ton of money just before the crash began. $SE now raised a lot of money near the top of this crash. Another parallel. Just saying😉"  
[X Link](https://x.com/anyuser/status/1487191716780290049)  2022-01-28T22:31Z 119.2K followers, [---] engagements


"If someone would have said in Sept. [----] that $FB would be down 50% $NFLX 68% and $PYPL 70% very few would have believed that. Now that they are down so much few believe they can go up again. It's a lack of imagination. Much more is possible than you think both up & down"  
[X Link](https://x.com/anyuser/status/1517286313774432257)  2022-04-21T23:37Z 119.2K followers, [----] engagements


"You should like risk because it pays off over time. But you should be paranoid of ruinous risk because it prevents you from taking future risks that will pay off over time. Morgan Housel The Psychology of Money"  
[X Link](https://x.com/anyuser/status/1577389388639703058)  2022-10-04T20:05Z 119.2K followers, [---] engagements


"Time in the market timing the market. If you can find a stock that grows by 12.2%/year after [--] years you have a [---] bagger. So from $10k to $1M [--] years 14% [--] years 16.6% [--] years 20% One such stock can change your life"  
[X Link](https://x.com/anyuser/status/1577726608005369881)  2022-10-05T18:25Z 119.2K followers, [---] engagements


"10 Growth Stocks that I think will outperform over the next decade: 💵 $ADYEY 🐶 $DDOG 🖥 $CNSWF 💼 $PAYC 📺 $TTD 🕵♂ $CRWD 🔐 $NET 🏭 $ASML 🛒 $MELI 💻 $NVDA 📱 $TWLO What are your [--] growth stocks for the next decade 👇"  
[X Link](https://x.com/anyuser/status/1584939514962780160)  2022-10-25T16:06Z 119.2K followers, [---] engagements


"I almost never share sth from my private life but now I will. Someone very dear to my wife got a very bad diagnosis and may not survive. Tomorrow morning (9 am CET) there is an all-or-nothing (experimental) surgery. Could you please send your positive energy/prayers 🙏"  
[X Link](https://x.com/anyuser/status/1678080854063456256)  2023-07-09T16:37Z 119.2K followers, 77.3K engagements


"Bill Ackman is a legendary investor. In this video he shows you everything you need to know about finance and investing in just [--] minutes. Always learn from the best"  
[X Link](https://x.com/anyuser/status/1701544869565768084)  2023-09-12T10:34Z 119.2K followers, 85.2K engagements


"These are my favorite investing tools I use all of the time"  
[X Link](https://x.com/anyuser/status/1721461041903653109)  2023-11-06T09:34Z 119.2K followers, 86.1K engagements


"10 visuals to help investors 👇 [--]. My favorite investment tools:"  
[X Link](https://x.com/anyuser/status/1726713044267598273)  2023-11-20T21:24Z 119.2K followers, 168.3K engagements


"When Peter Lynch got a phone call ☎ from Warren Buffett. 😁"  
[X Link](https://x.com/anyuser/status/1727820154632093788)  2023-11-23T22:43Z 119.2K followers, 197.2K engagements


"Peter Lynch is an investing legend I think most investors have read "One Up On Wall Street." But "Beating The Street" one of his other books is also full of gems. In the book he also shares his [--] rules for investing. Here they are: [--]. Investing is fun and exciting but dangerous if you dont do any work. [--]. Your investors edge is not something you get from Wall Street experts. Its something you already have. You can outperform the experts if you use your edge by investing in companies or industries you already understand. [--]. Over the past [--] decades the stock market has come to be dominated by"  
[X Link](https://x.com/anyuser/status/1734923407337095565)  2023-12-13T13:09Z 119.2K followers, 77K engagements


"Some of my favorite investment tools. 👇"  
[X Link](https://x.com/anyuser/status/1739724616485016042)  2023-12-26T19:07Z 119.2K followers, 42.4K engagements


"This will blow your mind about market timing 99% of what you hear about stocks is market timing: will the market go up or down But that's noise. To demonstrate my point here is a little story backed by evidence. Imagine [--] investors. Each invests for two decades allocating $2000 annually totaling $40000 over [--] years. Here are the [--] different strategies they adopted: [--]. Mr. Perfect Timing: He always invests the $2000 perfectly at the 52-week low every single year. [--]. Ms. Lump-Sum Strategy: She invests immediately upon receiving the money. [--]. Mrs. Dollar-Cost Averaging: She divides the $2000"  
[X Link](https://x.com/anyuser/status/1747642973381165456)  2024-01-17T15:32Z 119.2K followers, 118.7K engagements


"$AMZN is up 7% in the after-hour market to $170. Jeff Bezos said from the start that OCF (operational cash flow) was the best way to value the stock and yes looking back the stock price followed OCF. That also means that the stock is worth $250 now. 👀 That's +47%"  
[X Link](https://x.com/anyuser/status/1753235973436018786)  2024-02-02T01:56Z 119.2K followers, 54.1K engagements


"If you still don't understand the difference between $NVDA and all the rest Jensen Huang explains it in less than [--] minutes. "We observed that and realized that about a decade and a half ago."👀"  
[X Link](https://x.com/anyuser/status/1753595590410117221)  2024-02-03T01:45Z 119.2K followers, 131.4K engagements


"If you invested $10K in $NVDA [--] years ago that would be worth $1.97 million now or a CAGR of 70%. Simply mind-blowing 🤯"  
[X Link](https://x.com/anyuser/status/1757026172758556771)  2024-02-12T12:57Z 119.2K followers, 64.2K engagements


"Is $NVDA a bubble or no bubble Be careful. You can prove anything by overlaying charts depending on when you start"  
[X Link](https://x.com/anyuser/status/1757956217958232520)  2024-02-15T02:33Z 119.2K followers, 83.6K engagements


"Many of the people saying $NVDA is a bubble hold $MSFT in their portfolios. $MSFT is more expensive than $NVDA with much lower growth prospects"  
[X Link](https://x.com/anyuser/status/1761895236383412354)  2024-02-25T23:25Z 119.2K followers, 82K engagements


"Jensen Huang in November [----]. He explains in less than two minutes why $NVDA is miles ahead of everyone else. Big picture thinking. 👏👏👏"  
[X Link](https://x.com/anyuser/status/1835641140843884692)  2024-09-16T11:25Z 119.2K followers, 141K engagements


"This MUST be the most counterintuitive investing chart"  
[X Link](https://x.com/anyuser/status/1837028827756642497)  2024-09-20T07:19Z 119.2K followers, 122.3K engagements


"The PEG Ratio: How Expensive Can Be Cheap 🔥 $NVDA's stock is up 211% over the last year. How could I see a year ago that the stock was very cheap Through the forward PEG ratio.💡 That's why I added to my position even though many said it was expensive. It was dirt cheap if you know the forward PEG ratio The PEG ratio was popularized by investing legend Peter Lynch and it factors in growth. Here's the formula: 👉 PEG = P/E Ratio / Earnings Growth Rate P = price E = earnings per share G = growth in EPS compared to last year (in %) So how do you see if a stock is undervalued PEG 1: The stock"  
[X Link](https://x.com/anyuser/status/1847273233105777001)  2024-10-18T13:47Z 119.2K followers, 69.3K engagements


"Mark Leonard turned $25 Million into $90 Billion. 🚀🤯 He only writes Shareholder letters to Constellation Software stockholders when he feels like he has something to say. That's why these letters are so full of wisdom. I am sharing them all in one handy PDF:"  
[X Link](https://x.com/anyuser/status/1850341697596604452)  2024-10-27T01:00Z 119.2K followers, 77.7K engagements


"'Standard' EUV machines cost $181M per unit. $ASML's new high-NA EUV machinescost between $290M & $362M. In [----] $ASML plans to launch Hyper-NA EUV. It is expected to cost around $724 million per machine. 🤯"  
[X Link](https://x.com/anyuser/status/1852429400823722183)  2024-11-01T19:16Z 119.2K followers, 42.5K engagements


"@JonErlichman This is luxury. $RACE $RMS.PA"  
[X Link](https://x.com/FromValue/status/1852885777610338339)  2024-11-03T01:29Z 119.2K followers, [---] engagements


""My children laugh at me. They think I'm a book with a couple of legs sticking out." Charlie Munger was a ferocious reader about many subjects. Here are [--] books he recommended: 🧵"  
[X Link](https://x.com/anyuser/status/1853259270483067177)  2024-11-04T02:13Z 119.2K followers, 204.9K engagements


"To me $ASML looks like one of the best investments right now. Read more on why: 👇"  
[X Link](https://x.com/anyuser/status/1858961287926927363)  2024-11-19T19:51Z 119.2K followers, 142.3K engagements


"What's the company with the biggest moat you have ever seen still growing above 15% For me it's $ASML which has an absolute (100%) monopoly on EUV production which all big foundries will need over time. What's yours"  
[X Link](https://x.com/anyuser/status/1880336984150876670)  2025-01-17T19:30Z 119.2K followers, 114.5K engagements


"If you look at $AMZN's operating income and its stock price. The market knows.😉"  
[X Link](https://x.com/anyuser/status/1889230275890045279)  2025-02-11T08:29Z 119.2K followers, 35.5K engagements


"DeepSeek is clearly the $NVDA killer. NOT. 😂"  
[X Link](https://x.com/anyuser/status/1894366256972661198)  2025-02-25T12:38Z 119.2K followers, 51.1K engagements


"5 years ago: $INTC traded at a PE of just [----] $NVDA traded at a PE of [----] The result $INTC -60% $NVDA +1708% If you still use the PE as your only method of valuing a stock just buy an index fund and call it a day"  
[X Link](https://x.com/anyuser/status/1895826459786445306)  2025-03-01T13:20Z 119.2K followers, 119.9K engagements


"If you think the fundamentals don't matter. Think again. This is $AMZN over the last [--] years. CAGR of revenue: 25.5% CAGR of stock price: 25.8% ♻"  
[X Link](https://x.com/anyuser/status/1899496069735522793)  2025-03-11T16:22Z 119.2K followers, 66.2K engagements


"You can clearly see that this is a dying company. Target price: $0 😂🤦♂ $TTD"  
[X Link](https://x.com/anyuser/status/1900714235128095117)  2025-03-15T01:02Z 119.2K followers, 97.7K engagements


"When Peter Lynch got a phone call ☎ from Warren Buffett. 😄"  
[X Link](https://x.com/anyuser/status/1902374754687864884)  2025-03-19T15:01Z 119.2K followers, 177.3K engagements


"5 stocks that are down AH that are NOT impacted by tariffs: [--]. $MELI [--]. $NU [--]. $NVDA (semis are exempted) [--]. $ASML (same) [--]. $SE"  
[X Link](https://x.com/anyuser/status/1907573849647882673)  2025-04-02T23:20Z 119.2K followers, 97.1K engagements


"Ladies and gentlemen We have a new signal. 😂"  
[X Link](https://x.com/anyuser/status/1909371168122982780)  2025-04-07T22:22Z 119.2K followers, 86.4K engagements


"😂😂😂 Landed in Omaha"  
[X Link](https://x.com/anyuser/status/1917788036441530459)  2025-05-01T03:47Z 119.2K followers, 48.2K engagements


"$GOOGL's Cloud revenue is a thing of beauty. 😍"  
[X Link](https://x.com/anyuser/status/1927864713481773087)  2025-05-28T23:09Z 119.2K followers, 27.5K engagements


"What's the one stock that has your highest conviction I'll start. $MELI"  
[X Link](https://x.com/anyuser/status/1929702283920715798)  2025-06-03T00:50Z 119.2K followers, 97.9K engagements


"The world's most stubborn investor. Phil Fisher held one stock for [--] years until he died. He bought Motorola in [----] for $10 and watched it grow 2000x turning every $1000 invested in [----] into $2 million. Here are my [--] favorite principles from him: (No. [--] is fascinating)"  
[X Link](https://x.com/anyuser/status/1931350469814984915)  2025-06-07T14:00Z 119.2K followers, 116.1K engagements


"I've been long $CRWD since $93 but I wouldn't buy it now. The comeback from the devastating outage has been incredible - all-time highs in just [--] months. But I won't be adding to my position. Here's why: 🧵"  
[X Link](https://x.com/anyuser/status/1933889035417899385)  2025-06-14T14:07Z 119.2K followers, 91.6K engagements


"The USA is the country with the most investors. Canada & Australia follow. I'm from Belgium Just 5% 😭 And you"  
[X Link](https://x.com/anyuser/status/1934318325418561639)  2025-06-15T18:33Z 119.2K followers, 58.4K engagements


"$NVO ens its Wegovy deal with $HIMS after [--] months. Everyones shocked. 😱 Im not.😃 The real surprise was that the partnership even happened. $HIMS has been using a loophole around patents with compounded versions for personalized use. $NVO didnt like that. Neither does $LLY. But heres what no ones talking about: $HIMS has liraglutide patent expired in [----]. Slightly less effective way cheaper better margins than when it sells Wegovy. It will be launched this year. If you think that $HIMS needs $NVO or $LLY you don't understand the game that's going on"  
[X Link](https://x.com/anyuser/status/1937137561836625950)  2025-06-23T13:15Z 119.2K followers, 141.2K engagements


"The greatest capital allocator no one talks about. At 34% return/yr his track record destroys that of Warren Buffett Ray Dalio Carl Icahn and nearly every investor alive. Yet almost no one knows his name. Here is Mark Leonard's updated investing philosophy:"  
[X Link](https://x.com/anyuser/status/1939322992028479913)  2025-06-29T14:00Z 119.2K followers, 117.2K engagements


"One man turned $1000 into $1000000 TWICE. David Gardner bought $AMZN in [----] and $NVDA at [--] cents in [----]. While most sell for 10% gains he holds for 1000x returns. His [--] "Rule Breaker" criteria that identify 100-baggers: 🧵"  
[X Link](https://x.com/anyuser/status/1944034036412035145)  2025-07-12T14:00Z 119.2K followers, 789.6K engagements


"One man turned $20 million into $14 BILLION in [--] years. Peter Lynch discovered winners by combining everyday observations with deep analysis. His secret He had developed a framework for investing so powerful it made him billions. His [--] rules that identify 100-baggers: 🧵"  
[X Link](https://x.com/anyuser/status/1945883784475488473)  2025-07-17T16:30Z 119.2K followers, 78.9K engagements


"$MELI The stock trades at [----] times EV/gross profit which is historically low. Since the [----] crash the stock has continued to trade within a band between [--] and [----] times gross profit. To me that looks attractive especially in combination with the 37% revenue growth.🤩"  
[X Link](https://x.com/anyuser/status/1947345133818593362)  2025-07-21T17:17Z 119.2K followers, 43.2K engagements


"$META investments in AI: $70B in [----] $99B in [----] $AMZN investments (mostly in AI) in 2025: $120B $GOOGL investments in AI in 2025: $85B $AAPL $204B . on buybacks for [----] & 2025.🙈 Someone's missing the boat. 😱"  
[X Link](https://x.com/anyuser/status/1952120552854008171)  2025-08-03T21:33Z 119.2K followers, 53.8K engagements


"SaaS companies create some of the world's biggest fortunes. $CRM: $200B. $NOW: $150B. $NET: $30B. $CRWD: $75B. $DDOG: $45B. But 90% of investors don't understand the metrics that matter. Here are the [--] SaaS metrics that separate winners from losers: 🧵"  
[X Link](https://x.com/anyuser/status/1959654445593354627)  2025-08-24T16:30Z 119.2K followers, 81.9K engagements


"If you hear someone say the S&P [---] PE ratio is historically high show them this. Context and knowledge"  
[X Link](https://x.com/anyuser/status/1966910497556492646)  2025-09-13T17:03Z 119.2K followers, 54.3K engagements


"Classic one"  
[X Link](https://x.com/anyuser/status/1969586249737351638)  2025-09-21T02:15Z 119.2K followers, 26.9K engagements


"Always (ALWAYS) keep investing"  
[X Link](https://x.com/anyuser/status/1973539769536684151)  2025-10-02T00:05Z 119.2K followers, 335K engagements


"$NVDA in a bubble 🤔 Just look at revenue and stock price over the last [--] years. Revenue +66.5% Stock price +68.5% If you say it's a bubble you only look at price not fundamentals. 🤷♂"  
[X Link](https://x.com/anyuser/status/1979590052691747147)  2025-10-18T16:47Z 119.2K followers, 48.1K engagements


"Current state of the market. 😂"  
[X Link](https://x.com/anyuser/status/1981474737919238560)  2025-10-23T21:36Z 119.2K followers, 85.1K engagements


"The $META [----] is $DUOL"  
[X Link](https://x.com/anyuser/status/1987675065660367030)  2025-11-10T00:13Z 119.2K followers, 37.3K engagements

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