[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @HatedMoats Hated Moats Investor Novo Nordisk ($NVO) is facing increased competition in the obesity drug market, with Eli Lilly ($LLY) announcing a price hike for its rival drug Mounjaro and pharmacies steering patients towards Novo Nordisk's Wegovy. Additionally, a new FDA report flagged contamination issues, including cat hair and bacteria, at Novo Nordisk's Bloomington plant. Meanwhile, investors are discussing and analyzing various stocks, including Adobe ($ADBE), ASML ($ASML), and others, with some highlighting their strong competitive advantages, or "moats". ### Engagements: XXXXXX [#](/creator/twitter::1830317662892654592/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1830317662892654592/posts_active)  - X Week XX -XX% - X Month XXX -XX% ### Followers: XXXXX [#](/creator/twitter::1830317662892654592/followers)  - X Week XXXXX +0.27% - X Month XXXXX +10% ### CreatorRank: XXXXXXX [#](/creator/twitter::1830317662892654592/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [exchanges](/list/exchanges) #606 [countries](/list/countries) XXXX% **Social topic influence** [$adbe](/topic/$adbe) #42, [$csuto](/topic/$csuto) #63, [ai](/topic/ai) 9.8%, [constellation](/topic/constellation) #320, [$nvo](/topic/$nvo) #13, [strong](/topic/strong) 3.92%, [sentiment](/topic/sentiment) #920, [nasdaq](/topic/nasdaq) #70, [$googl](/topic/$googl) #3624, [$asml](/topic/$asml) #15 **Top accounts mentioned or mentioned by** [@joinyellowbrick](/creator/undefined) [@wearycenturion](/creator/undefined) [@investingvisual](/creator/undefined) [@dividendtsar](/creator/undefined) [@researchpulse1](/creator/undefined) [@da54293](/creator/undefined) [@deepicevalue](/creator/undefined) [@stocksqna](/creator/undefined) [@gabgrowth](/creator/undefined) [@simoyw91](/creator/undefined) [@clarifinance](/creator/undefined) [@satyachappidi](/creator/undefined) [@biopharmiq](/creator/undefined) [@thestocksking](/creator/undefined) [@jminvestment0](/creator/undefined) [@saynototrading](/creator/undefined) [@simeonresearch](/creator/undefined) [@unusualwhales](/creator/undefined) [@amitisinvesting](/creator/undefined) [@investorjelle](/creator/undefined) **Top assets mentioned** [Adobe, Inc. (ADBE)](/topic/$adbe) [Novo-Nordisk (NVO)](/topic/$nvo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Salesforce Inc (CRM)](/topic/salesforce) [Cream (CRM)](/topic/$crm) [Masimo Corporation (MASI)](/topic/$masi) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Microsoft Corp. (MSFT)](/topic/microsoft) [IREN Limited (IREN)](/topic/$iren) [Bitcoin (BTC)](/topic/$btc) [New BitShares (NBS)](/topic/$nbs) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Simplify Macro Strategy ETF (FIG)](/topic/$fig) [Now Coin (NOW)](/topic/$now) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [ODDITY Tech Ltd. Class A Ordinary Shares (ODD)](/topic/$odd) [Cameco Corporation (CCJ)](/topic/$ccj) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Taiwan Semiconductor (TSM)](/topic/$tsm) ### Top Social Posts Top posts by engagements in the last XX hours "🏰 Symbolic Giveaway & Next Deep Dive This got buried cause that's how it works here but anyone who missed this and wants to participate in the mini giveaway still can. :) Also I'll be dropping our next deep dive tomorrow: Constellation Software ( $CSU.TO) Stay tuned" [X Link](https://x.com/HatedMoats/status/1985440506139042089) 2025-11-03T20:14Z 8963 followers, 2948 engagements "Deep Dive: Constellation Software Part 3/3 🧵 Does $CSU.TO have an actual moat If so how strong it is How likely will it outperform broad market in the next X years and what's my conclusion and final verdict on this company Let's find out A thread. 👇🧵" [X Link](https://x.com/HatedMoats/status/1986526984881545571) 2025-11-06T20:11Z 8962 followers, 3489 engagements "🚨 $MASI Q3 Earnings 📈 My little med-tech gem reported its earnings this week and they beat the expectations. The company showed solid YoY growth driven by its core healthcare business. Revenue: $371.5M (vs. $366.5M est.) 🟢 +8.2% YoY growth Constant Currency Revenue +7.6% Adj. EPS: $XXXX (vs. $XXXX est.) 🟢 +38% YoY growth The stock traded up post-market on the news yet is still hated and got battered the day after again for absolutely no reason. That won't be the case for long if they put out earnings like this. As far as the guidance goes management is showing strong confidence for the" [X Link](https://x.com/HatedMoats/status/1987255242451198267) 2025-11-08T20:25Z 8962 followers, 1842 engagements "(3/15) Comparison to Peers $NBIS CoreWeave ( $CRWV) and $IREN all live in the "AI infra / neocloud" bucket but they are very different bets. CoreWeave is the current scale king with multi-billion revenue backlog and hyperscaler demand. It is however also heavily levered with enormous capex needs. IREN has reinvented itself from green $BTC miner to AI host anchored by a huge $MSFT deal yet its business is still partly tied to crypto cycles and client concentration risk is high. Nebius sits between them in size but is arguably in the sweetest spot. It is growing fastest (triple-digit revenue" [X Link](https://x.com/HatedMoats/status/1991488398746374445) 2025-11-20T12:46Z 8962 followers, XXX engagements "(4/15) Recent Stock Performance & Market Sentiment $NBS has already lived a full market cycle in under a year. After relisting on Nasdaq and trading in obscurity the stock was pulled into the 2025 AI mania once $NVDA disclosed a stake and Nebius started printing triple-digit growth with multi-billion contracts. Shares rocketed into the $140s by Oct' XX then fell 3035% in a month including a XX% post-Q3 flush landing in the mid-$80s by mid-November and erasing much of the AI frenzy premium. The sell-off was triggered by a small Q3 revenue miss versus lofty expectations and management doubling" [X Link](https://x.com/HatedMoats/status/1991488402793894049) 2025-11-20T12:46Z 8962 followers, XXX engagements "This is what matters in $NVO. Not Alzheimer's long shot" [X Link](https://x.com/HatedMoats/status/1993309987096129559) 2025-11-25T13:25Z 8963 followers, 8857 engagements "@amitisinvesting Traumatic flashback of $ADBE and $FIG deal for $1B fee" [X Link](https://x.com/HatedMoats/status/1997148573209874739) 2025-12-06T03:38Z 8964 followers, 1565 engagements "@da54293 The more my life goes on the more I can get stunned by how people get rich like this tbh" [X Link](https://x.com/HatedMoats/status/1998044200785633332) 2025-12-08T14:57Z 8964 followers, XX engagements "@DividendTsar @weary_centurion Might be a good idea to wait out till it actually takes off. If it ever will. :)" [X Link](https://x.com/HatedMoats/status/1998503318809882978) 2025-12-09T21:21Z 8968 followers, XX engagements "@Investor_Jelle @weary_centurion I don't think the diversification rule of thumb applies to individual stock picks but it's a matter of opinion. :)" [X Link](https://x.com/HatedMoats/status/1998504229825396881) 2025-12-09T21:25Z 8966 followers, XX engagements "@DeepIceValue Sincr even I know now what a ragebait is putting $GOOGL & $ASML there is definitely one. Good job :)" [X Link](https://x.com/HatedMoats/status/1998514366627590461) 2025-12-09T22:05Z 8984 followers, 5340 engagements "@StocksQnA @grok That's cheating but grok got it right. :)" [X Link](https://x.com/HatedMoats/status/1998638988207554887) 2025-12-10T06:20Z 8984 followers, XXX engagements "@GabGrowth Solar roof (presented fake tiles 😂) Semi Optimus (actor in a suit 😂) battery swapping. Even "1M robotaxis by 2020" they just can't drop it for now since the majority of the current ridiculous valuation is tied to it" [X Link](https://x.com/HatedMoats/status/1999041961626611942) 2025-12-11T09:01Z 8984 followers, XXX engagements "@simoyw91 @Mindset4Money_X There's no free money in stock market but $ADBE still appears a good risk/reward gig. :) good luck with it" [X Link](https://x.com/HatedMoats/status/1999070415571013979) 2025-12-11T10:55Z 8983 followers, XX engagements "🧵A company owning 1000+ niche leaders down -XX% from ATH. Market is afraid of AI disruption in Constellation Software $CSU.TO (hi $ADBE). Our analysis says moat is intact & stock is mispriced. Here is why the market is yet again wrong and why I bought.👇🧵 Part 1/3" [X Link](https://x.com/HatedMoats/status/1985808699605111095) 2025-11-04T20:37Z 8976 followers, 25.1K engagements "3/ Recent Stock Performance & Market Sentiment $CSU.TO fell nearly XX% from the May 2025 high to about C$3700. X key drivers explain this wobble: a) Leadership change Founder Mark Leonard stepped down as President in late September 2025 for health reasons. Long time executive Mark Miller stepped in. As mentioned above the model is deliberately built to run without a central hero (decentralised) yet the psychology hit was real aynway. b) Noisy Q2 headlines As it usually goes. Net income fell XX% which some read as operational weakness. The drop was largely non cash though. A large FX" [X Link](https://x.com/HatedMoats/status/1985808708623089782) 2025-11-04T20:37Z 8971 followers, XXX engagements "🚨 Novo News - Vacation Late Edition Novo asked the FDA to hurry up as it wants its XXX mg Wegovy approved in 1-2 months not a year. The News Novo Nordisk filed for US approval of a higher XXX mg Wegovy dose supported by the STEP UP trial showing XXXX% average weight loss versus XXXX% for the current XXX mg top dose. 1/3 of patients on the new dose lost at least XX% of body weight. $NVO is using the FDA's new Commissioner's National Priority Voucher (CNPV) program to compress review time from the usual 6-10 months to as little as X - X. A parallel EMA submission is under review with a" [X Link](https://x.com/HatedMoats/status/1994407333380911211) 2025-11-28T14:05Z 8975 followers, 23.7K engagements "@ClariFinance @weary_centurion I don't think guidance will be rosy based on already known facts and I assume $PYPL will be a dead name for majority of 2026 (as well)" [X Link](https://x.com/HatedMoats/status/1998503830015848907) 2025-12-09T21:23Z 8969 followers, XXX engagements "@william_R2Rclub Already did a $CRM analysis and while I agree Salesforce is nowhere close to XX% growth (anymore :). It's $NOW :)" [X Link](https://x.com/HatedMoats/status/1998639506040229888) 2025-12-10T06:22Z 8980 followers, XXX engagements "@satyachappidi Wouldn't consider $AMZN a SaaS. :)" [X Link](https://x.com/HatedMoats/status/1998639618292592867) 2025-12-10T06:23Z 8969 followers, XXX engagements "Revenue growth normalising from XX% to XX% on a $20B+ base isn't moat erosion. Adobe still has 90%+ retention industry-standard lock-in pricing power (and a double beat this quarter). At $20B+ revenue XX% is elite. Growth slowing in a matured company doesn't equal moat being gone. Moat is anything but gone in Adobe" [X Link](https://x.com/HatedMoats/status/1998884597552099669) 2025-12-10T22:36Z 8982 followers, XXX engagements "I'm buying $CSU.TO will make it up to X% of my portfolio instead of $DUOL which I'll keep at X% (deep DCF was not as convincing for DUOL as I thought it would be). CSU has stronger moat and the peculiar hate causing it going down is just noise. This company WILL do well" [X Link](https://x.com/HatedMoats/status/1988005113299157181) 2025-11-10T22:05Z 8984 followers, 12.6K engagements "One could say this $ODD stock is not. behaving well. . you get it (the joke is Oppositional Defiant Disorder - ODD). (I do apologise.)" [X Link](https://x.com/HatedMoats/status/1988613163412275604) 2025-11-12T14:21Z 8984 followers, 1706 engagements "My biggest winners YTD: $GOOGL $CCJ $ASML $AVGO $RKLB $TSM $HOOD Losers coming next. :) What's your biggest winner this year" [X Link](https://x.com/HatedMoats/status/1995872357232378181) 2025-12-02T15:07Z 8984 followers, 4048 engagements "🚨 Novo News $NVO is taking CagriSema to school. A 460-child 97-site global trial starts in January. The News A US registry shows Novo Nordisk will run a late-stage CagriSema study in children and adolescents as young as eight across sites in the US China and Europe. The main readout tracks BMI change over XX weeks with an extension of up to X years. Arms include CagriSema cagrilintide semaglutide and placebo giving a clean head-to-head inside one protocol. Reuters reports a planned January 2026 start and XXX participants at XX centres. (My MD/investor context: adult CagriSema data have" [X Link](https://x.com/HatedMoats/status/1996221268199383315) 2025-12-03T14:13Z 8984 followers, 11.1K engagements "Somebody tell $ADBE its stock is going the wrong way. :)" [X Link](https://x.com/HatedMoats/status/1997125932768022557) 2025-12-06T02:08Z 8984 followers, 8164 engagements "It was a good move to wait out for our entry price for $CRM glad I was patient there. The position is up over XX% so far. Will the trend continue" [X Link](https://x.com/HatedMoats/status/1997650347200782580) 2025-12-07T12:52Z 8984 followers, 3990 engagements "Deep dive loading. A SaaS giant yet still growing XX% a year with 30%+ FCF margins and a fortress balance sheet. Its workflow moat keeps widening yet the stock is XX% below its highs. This one's easy to gues but which stock do you think it is" [X Link](https://x.com/HatedMoats/status/1998502785659318691) 2025-12-09T21:19Z 8984 followers, 9268 engagements "🚨 Novo closed Akero - my thoughts. The News Novo Nordisk ( $NVO) completed the purchase of Akero Therapeutics paying $XX per share in cash plus a non-transferable $X CVR tied to US approval of efruxifermin for compensated cirrhosis due to MASH. Akero is now a wholly owned subsidiary and its stock will be delisted from Nasdaq. The CVR pays only if full US approval is secured by June XX 2031. Efruxifermin is an FGF21 analogue now in Phase X across the SYNCHRONY program. The Phase 2b HARMONY and SYMMETRY trials reported meaningful fibrosis improvements including regression signals even in F4" [X Link](https://x.com/HatedMoats/status/1998836211834859634) 2025-12-10T19:24Z 8984 followers, 6690 engagements "Will you look at how disrupted $ADBE is EPS: $XXXX vs. $XXXX est. ✅ Revenue: $6.19B vs. $6.11B est. ✅ Double beat Will go for the whole earnings call and make a detailed post about it tomorrow" [X Link](https://x.com/HatedMoats/status/1998865092117672344) 2025-12-10T21:19Z 8984 followers, 6294 engagements "Not sure you follow the point of the post. It's not about investment philosophy or strategy and even if it was a discussion can be led respectfully. Making posts of "if you don't do this then you insert a claim with negative connotation" - 'have skill issue' in this case is wrong generally especially in finance world. Funnier and rather pathetic if the one claiming it is projecting own skill issues" [X Link](https://x.com/HatedMoats/status/1999074708793245835) 2025-12-11T11:12Z 8984 followers, XX engagements "My view on $PYPL currently is quite well described by @weary_centurion here. I do believe the company (and its stock) will do well (enough) in the long run but all available facts suggest that "run" is getting longer and longer and the market still believes there will be no run to begin with. We can pat ourselves on the shoulders of dumb money analyses and how undervalued it is but opportunity cost is real and we're all in it to make money not to be eventually (partially) right to feed our egos. In this game the best loser wins. :) As a result I will most likely sell my (very) small position" [X Link](https://x.com/HatedMoats/status/1998043933792993736) 2025-12-08T14:56Z 8984 followers, 6601 engagements "Making friends on X: Part X Turns out seemingly lucid "Deep Value Investing" doesn't really know what "investing" means. This one's a bit surprising since neither shallow engagement farming nor emotional personal attacks were typical for this user. Tagging lots of tickers in a post isn't the problem making deliberately questionable claims and then doubling down on them is. However apparently it's a good riddance because this user is clearly experiencing the high of Dunning-Kruger effect is unable to have a factual conversation without personal attacks and I'm really not interested in seeing" [X Link](https://x.com/HatedMoats/status/1999038472410050594) 2025-12-11T08:48Z 8984 followers, 2306 engagements "I just read all XX pages of Adobe's Q4 FY25 reports so you don't have to. AI disruption remains nowhere to be seen. AI actually drives more and more revenue. Here's why the most popular bear case is dead & X key takeaways from $ADBE's earnings. 👇🧵" [X Link](https://x.com/HatedMoats/status/1999151143767683236) 2025-12-11T16:15Z 8984 followers, 1182 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@HatedMoats Hated Moats Investor
Novo Nordisk ($NVO) is facing increased competition in the obesity drug market, with Eli Lilly ($LLY) announcing a price hike for its rival drug Mounjaro and pharmacies steering patients towards Novo Nordisk's Wegovy. Additionally, a new FDA report flagged contamination issues, including cat hair and bacteria, at Novo Nordisk's Bloomington plant. Meanwhile, investors are discussing and analyzing various stocks, including Adobe ($ADBE), ASML ($ASML), and others, with some highlighting their strong competitive advantages, or "moats".
Engagements: XXXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
Followers: XXXXX #
- X Week XXXXX +0.27%
- X Month XXXXX +10%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXXXX% technology brands XXXXX% cryptocurrencies XXXX% exchanges #606 countries XXXX%
Social topic influence $adbe #42, $csuto #63, ai 9.8%, constellation #320, $nvo #13, strong 3.92%, sentiment #920, nasdaq #70, $googl #3624, $asml #15
Top accounts mentioned or mentioned by @joinyellowbrick @wearycenturion @investingvisual @dividendtsar @researchpulse1 @da54293 @deepicevalue @stocksqna @gabgrowth @simoyw91 @clarifinance @satyachappidi @biopharmiq @thestocksking @jminvestment0 @saynototrading @simeonresearch @unusualwhales @amitisinvesting @investorjelle
Top assets mentioned Adobe, Inc. (ADBE) Novo-Nordisk (NVO) Alphabet Inc Class A (GOOGL) PayPal Holdings Inc (PYPL) Salesforce Inc (CRM) Cream (CRM) Masimo Corporation (MASI) CoreWeave, Inc. (CRWV) Nebius Group N.V. Class A Ordinary Shares (NBIS) Microsoft Corp. (MSFT) IREN Limited (IREN) Bitcoin (BTC) New BitShares (NBS) NVIDIA Corp. (NVDA) Simplify Macro Strategy ETF (FIG) Now Coin (NOW) Amazon.com, Inc. (AMZN) Duolingo, Inc. Class A Common Stock (DUOL) ODDITY Tech Ltd. Class A Ordinary Shares (ODD) Cameco Corporation (CCJ) Broadcom, Inc. (AVGO) Robinhood Markets, Inc. (HOOD) Rocket Lab USA, Inc. Common Stock (RKLB) Taiwan Semiconductor (TSM)
Top Social Posts
Top posts by engagements in the last XX hours
"🏰 Symbolic Giveaway & Next Deep Dive This got buried cause that's how it works here but anyone who missed this and wants to participate in the mini giveaway still can. :) Also I'll be dropping our next deep dive tomorrow: Constellation Software ( $CSU.TO) Stay tuned"
X Link 2025-11-03T20:14Z 8963 followers, 2948 engagements
"Deep Dive: Constellation Software Part 3/3 🧵 Does $CSU.TO have an actual moat If so how strong it is How likely will it outperform broad market in the next X years and what's my conclusion and final verdict on this company Let's find out A thread. 👇🧵"
X Link 2025-11-06T20:11Z 8962 followers, 3489 engagements
"🚨 $MASI Q3 Earnings 📈 My little med-tech gem reported its earnings this week and they beat the expectations. The company showed solid YoY growth driven by its core healthcare business. Revenue: $371.5M (vs. $366.5M est.) 🟢 +8.2% YoY growth Constant Currency Revenue +7.6% Adj. EPS: $XXXX (vs. $XXXX est.) 🟢 +38% YoY growth The stock traded up post-market on the news yet is still hated and got battered the day after again for absolutely no reason. That won't be the case for long if they put out earnings like this. As far as the guidance goes management is showing strong confidence for the"
X Link 2025-11-08T20:25Z 8962 followers, 1842 engagements
"(3/15) Comparison to Peers $NBIS CoreWeave ( $CRWV) and $IREN all live in the "AI infra / neocloud" bucket but they are very different bets. CoreWeave is the current scale king with multi-billion revenue backlog and hyperscaler demand. It is however also heavily levered with enormous capex needs. IREN has reinvented itself from green $BTC miner to AI host anchored by a huge $MSFT deal yet its business is still partly tied to crypto cycles and client concentration risk is high. Nebius sits between them in size but is arguably in the sweetest spot. It is growing fastest (triple-digit revenue"
X Link 2025-11-20T12:46Z 8962 followers, XXX engagements
"(4/15) Recent Stock Performance & Market Sentiment $NBS has already lived a full market cycle in under a year. After relisting on Nasdaq and trading in obscurity the stock was pulled into the 2025 AI mania once $NVDA disclosed a stake and Nebius started printing triple-digit growth with multi-billion contracts. Shares rocketed into the $140s by Oct' XX then fell 3035% in a month including a XX% post-Q3 flush landing in the mid-$80s by mid-November and erasing much of the AI frenzy premium. The sell-off was triggered by a small Q3 revenue miss versus lofty expectations and management doubling"
X Link 2025-11-20T12:46Z 8962 followers, XXX engagements
"This is what matters in $NVO. Not Alzheimer's long shot"
X Link 2025-11-25T13:25Z 8963 followers, 8857 engagements
"@amitisinvesting Traumatic flashback of $ADBE and $FIG deal for $1B fee"
X Link 2025-12-06T03:38Z 8964 followers, 1565 engagements
"@da54293 The more my life goes on the more I can get stunned by how people get rich like this tbh"
X Link 2025-12-08T14:57Z 8964 followers, XX engagements
"@DividendTsar @weary_centurion Might be a good idea to wait out till it actually takes off. If it ever will. :)"
X Link 2025-12-09T21:21Z 8968 followers, XX engagements
"@Investor_Jelle @weary_centurion I don't think the diversification rule of thumb applies to individual stock picks but it's a matter of opinion. :)"
X Link 2025-12-09T21:25Z 8966 followers, XX engagements
"@DeepIceValue Sincr even I know now what a ragebait is putting $GOOGL & $ASML there is definitely one. Good job :)"
X Link 2025-12-09T22:05Z 8984 followers, 5340 engagements
"@StocksQnA @grok That's cheating but grok got it right. :)"
X Link 2025-12-10T06:20Z 8984 followers, XXX engagements
"@GabGrowth Solar roof (presented fake tiles 😂) Semi Optimus (actor in a suit 😂) battery swapping. Even "1M robotaxis by 2020" they just can't drop it for now since the majority of the current ridiculous valuation is tied to it"
X Link 2025-12-11T09:01Z 8984 followers, XXX engagements
"@simoyw91 @Mindset4Money_X There's no free money in stock market but $ADBE still appears a good risk/reward gig. :) good luck with it"
X Link 2025-12-11T10:55Z 8983 followers, XX engagements
"🧵A company owning 1000+ niche leaders down -XX% from ATH. Market is afraid of AI disruption in Constellation Software $CSU.TO (hi $ADBE). Our analysis says moat is intact & stock is mispriced. Here is why the market is yet again wrong and why I bought.👇🧵 Part 1/3"
X Link 2025-11-04T20:37Z 8976 followers, 25.1K engagements
"3/ Recent Stock Performance & Market Sentiment $CSU.TO fell nearly XX% from the May 2025 high to about C$3700. X key drivers explain this wobble: a) Leadership change Founder Mark Leonard stepped down as President in late September 2025 for health reasons. Long time executive Mark Miller stepped in. As mentioned above the model is deliberately built to run without a central hero (decentralised) yet the psychology hit was real aynway. b) Noisy Q2 headlines As it usually goes. Net income fell XX% which some read as operational weakness. The drop was largely non cash though. A large FX"
X Link 2025-11-04T20:37Z 8971 followers, XXX engagements
"🚨 Novo News - Vacation Late Edition Novo asked the FDA to hurry up as it wants its XXX mg Wegovy approved in 1-2 months not a year. The News Novo Nordisk filed for US approval of a higher XXX mg Wegovy dose supported by the STEP UP trial showing XXXX% average weight loss versus XXXX% for the current XXX mg top dose. 1/3 of patients on the new dose lost at least XX% of body weight. $NVO is using the FDA's new Commissioner's National Priority Voucher (CNPV) program to compress review time from the usual 6-10 months to as little as X - X. A parallel EMA submission is under review with a"
X Link 2025-11-28T14:05Z 8975 followers, 23.7K engagements
"@ClariFinance @weary_centurion I don't think guidance will be rosy based on already known facts and I assume $PYPL will be a dead name for majority of 2026 (as well)"
X Link 2025-12-09T21:23Z 8969 followers, XXX engagements
"@william_R2Rclub Already did a $CRM analysis and while I agree Salesforce is nowhere close to XX% growth (anymore :). It's $NOW :)"
X Link 2025-12-10T06:22Z 8980 followers, XXX engagements
"@satyachappidi Wouldn't consider $AMZN a SaaS. :)"
X Link 2025-12-10T06:23Z 8969 followers, XXX engagements
"Revenue growth normalising from XX% to XX% on a $20B+ base isn't moat erosion. Adobe still has 90%+ retention industry-standard lock-in pricing power (and a double beat this quarter). At $20B+ revenue XX% is elite. Growth slowing in a matured company doesn't equal moat being gone. Moat is anything but gone in Adobe"
X Link 2025-12-10T22:36Z 8982 followers, XXX engagements
"I'm buying $CSU.TO will make it up to X% of my portfolio instead of $DUOL which I'll keep at X% (deep DCF was not as convincing for DUOL as I thought it would be). CSU has stronger moat and the peculiar hate causing it going down is just noise. This company WILL do well"
X Link 2025-11-10T22:05Z 8984 followers, 12.6K engagements
"One could say this $ODD stock is not. behaving well. . you get it (the joke is Oppositional Defiant Disorder - ODD). (I do apologise.)"
X Link 2025-11-12T14:21Z 8984 followers, 1706 engagements
"My biggest winners YTD: $GOOGL $CCJ $ASML $AVGO $RKLB $TSM $HOOD Losers coming next. :) What's your biggest winner this year"
X Link 2025-12-02T15:07Z 8984 followers, 4048 engagements
"🚨 Novo News $NVO is taking CagriSema to school. A 460-child 97-site global trial starts in January. The News A US registry shows Novo Nordisk will run a late-stage CagriSema study in children and adolescents as young as eight across sites in the US China and Europe. The main readout tracks BMI change over XX weeks with an extension of up to X years. Arms include CagriSema cagrilintide semaglutide and placebo giving a clean head-to-head inside one protocol. Reuters reports a planned January 2026 start and XXX participants at XX centres. (My MD/investor context: adult CagriSema data have"
X Link 2025-12-03T14:13Z 8984 followers, 11.1K engagements
"Somebody tell $ADBE its stock is going the wrong way. :)"
X Link 2025-12-06T02:08Z 8984 followers, 8164 engagements
"It was a good move to wait out for our entry price for $CRM glad I was patient there. The position is up over XX% so far. Will the trend continue"
X Link 2025-12-07T12:52Z 8984 followers, 3990 engagements
"Deep dive loading. A SaaS giant yet still growing XX% a year with 30%+ FCF margins and a fortress balance sheet. Its workflow moat keeps widening yet the stock is XX% below its highs. This one's easy to gues but which stock do you think it is"
X Link 2025-12-09T21:19Z 8984 followers, 9268 engagements
"🚨 Novo closed Akero - my thoughts. The News Novo Nordisk ( $NVO) completed the purchase of Akero Therapeutics paying $XX per share in cash plus a non-transferable $X CVR tied to US approval of efruxifermin for compensated cirrhosis due to MASH. Akero is now a wholly owned subsidiary and its stock will be delisted from Nasdaq. The CVR pays only if full US approval is secured by June XX 2031. Efruxifermin is an FGF21 analogue now in Phase X across the SYNCHRONY program. The Phase 2b HARMONY and SYMMETRY trials reported meaningful fibrosis improvements including regression signals even in F4"
X Link 2025-12-10T19:24Z 8984 followers, 6690 engagements
"Will you look at how disrupted $ADBE is EPS: $XXXX vs. $XXXX est. ✅ Revenue: $6.19B vs. $6.11B est. ✅ Double beat Will go for the whole earnings call and make a detailed post about it tomorrow"
X Link 2025-12-10T21:19Z 8984 followers, 6294 engagements
"Not sure you follow the point of the post. It's not about investment philosophy or strategy and even if it was a discussion can be led respectfully. Making posts of "if you don't do this then you insert a claim with negative connotation" - 'have skill issue' in this case is wrong generally especially in finance world. Funnier and rather pathetic if the one claiming it is projecting own skill issues"
X Link 2025-12-11T11:12Z 8984 followers, XX engagements
"My view on $PYPL currently is quite well described by @weary_centurion here. I do believe the company (and its stock) will do well (enough) in the long run but all available facts suggest that "run" is getting longer and longer and the market still believes there will be no run to begin with. We can pat ourselves on the shoulders of dumb money analyses and how undervalued it is but opportunity cost is real and we're all in it to make money not to be eventually (partially) right to feed our egos. In this game the best loser wins. :) As a result I will most likely sell my (very) small position"
X Link 2025-12-08T14:56Z 8984 followers, 6601 engagements
"Making friends on X: Part X Turns out seemingly lucid "Deep Value Investing" doesn't really know what "investing" means. This one's a bit surprising since neither shallow engagement farming nor emotional personal attacks were typical for this user. Tagging lots of tickers in a post isn't the problem making deliberately questionable claims and then doubling down on them is. However apparently it's a good riddance because this user is clearly experiencing the high of Dunning-Kruger effect is unable to have a factual conversation without personal attacks and I'm really not interested in seeing"
X Link 2025-12-11T08:48Z 8984 followers, 2306 engagements
"I just read all XX pages of Adobe's Q4 FY25 reports so you don't have to. AI disruption remains nowhere to be seen. AI actually drives more and more revenue. Here's why the most popular bear case is dead & X key takeaways from $ADBE's earnings. 👇🧵"
X Link 2025-12-11T16:15Z 8984 followers, 1182 engagements