[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.] #  @Mindset4Money_X Mindset for Money, CPA No specific company news is available for Mindset for Money, CPA. However, various companies are making headlines with their recent achievements and future plans. Notable mentions include Zeta Global, a marketing technology company, which has seen its revenue reaccelerate and is expected to generate significant free cash flow. Other companies like Duolingo, DigitalOcean, and Brookfield have also made recent news. ### Engagements: XXXXXX [#](/creator/twitter::1856832756896153600/interactions)  - X Week XXXXXXX +22% - X Month XXXXXXXXX +5.50% - X Months XXXXXXXXXX +1,403% ### Mentions: XX [#](/creator/twitter::1856832756896153600/posts_active)  - X Week XXX +8.20% - X Month XXX -XX% - X Months XXXXX +280% ### Followers: XXXXXX [#](/creator/twitter::1856832756896153600/followers)  - X Week XXXXXX +2.10% - X Month XXXXXX +14% - X Months XXXXXX +1,214% ### CreatorRank: XXXXXXX [#](/creator/twitter::1856832756896153600/influencer_rank)  ### Social Influence [#](/creator/twitter::1856832756896153600/influence) --- **Social category influence** [finance](/list/finance) #4761 [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXX% [cryptocurrencies](/list/cryptocurrencies) #1730 [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% [luxury brands](/list/luxury-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [$zeta](/topic/$zeta) #5, [$csuto](/topic/$csuto) #3, [$root](/topic/$root) #3, [$amzn](/topic/$amzn) #38, [$hims](/topic/$hims) #32, [$dlo](/topic/$dlo) #2, [$bn](/topic/$bn) #7, [$nvo](/topic/$nvo) #12, [cash flow](/topic/cash-flow) #312, [market cap](/topic/market-cap) #818 **Top accounts mentioned or mentioned by** [@tacticzh](/creator/undefined) [@meeijer](/creator/undefined) [@sojustfollowme](/creator/undefined) [@qualityinvest5](/creator/undefined) [@wealthmatica](/creator/undefined) [@dividendgweb3](/creator/undefined) [@dividendngrowth](/creator/undefined) [@longoption](/creator/undefined) [@grok](/creator/undefined) [@thebrilliantbu1](/creator/undefined) [@lazaroinvestor](/creator/undefined) [@ashton1nvests](/creator/undefined) [@bagholderiq](/creator/undefined) [@hatedmoats](/creator/undefined) [@danielisdizzy](/creator/undefined) [@theeuinvestor](/creator/undefined) [@david_np24766](/creator/undefined) [@himshouse](/creator/undefined) [@everydaystocksx](/creator/undefined) [@davidnp24766](/creator/undefined) **Top assets mentioned** [ZetaChain (ZETA)](/topic/$zeta) [The Root Network (ROOT)](/topic/$root) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Brookfield Corporation (BN)](/topic/$bn) [Novo-Nordisk (NVO)](/topic/$nvo) [Uber Technologies, Inc. (UBER)](/topic/$uber) [MercadoLibre Inc (MELI)](/topic/$meli) [Advanced Micro Devices (AMD)](/topic/$amd) [Cream (CRM)](/topic/$crm) [Dave Inc. Class A Common Stock (DAVE)](/topic/$dave) [Micron Technology, Inc. (MU)](/topic/$mu) [UnitedHealth Group (UNH)](/topic/$unh) [Adobe, Inc. (ADBE)](/topic/$adbe) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [4 (FOUR)](/topic/$four) [Wise (WISE)](/topic/$wise) [Oracle Corporation (ORCL)](/topic/$orcl) [Bitcoin (BTC)](/topic/bitcoin) [Metadium (META)](/topic/$meta) [On Holding AG (ONON)](/topic/$onon) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Dutch Bros Inc. (BROS)](/topic/$bros) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [aelf (ELF)](/topic/$elf) [NVIDIA Corp. (NVDA)](/topic/$nvda) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Microsoft Corp. (MSFT)](/topic/$msft) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Spotify Technology (SPOT)](/topic/$spot) [Ferrari N.V. (RACE)](/topic/$race) [RAI Finance (SOFI)](/topic/$sofi) [Fiserv, Inc. (FI)](/topic/$fi) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [Welltower Inc (WELL)](/topic/welltower) [DoorDash, Inc. (DASH)](/topic/doordash) ### Top Social Posts [#](/creator/twitter::1856832756896153600/posts) --- Top posts by engagements in the last XX hours "Several positive headlines for $NVO lately. Theres still a huge disconnect between their cash flow growth and how the market is valuing the company. Even in a worst case theyre set to grow over the next XX months yet the stock trades like its dying. I added here" [X Link](https://x.com/Mindset4Money_X/status/1973043075124797478) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-30T15:11Z 22.3K followers, 15K engagements "@HatedMoats "Its a store of value" -XX% in a day" [X Link](https://x.com/Mindset4Money_X/status/1977137841164763249) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-11T22:22Z 22.3K followers, 1058 engagements "@StockStormX That it does would love to scoop a few shares in the low $200s AMZN parties solo dolo" [X Link](https://x.com/Mindset4Money_X/status/1978523025302581525) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-15T18:07Z 22.3K followers, 2564 engagements "This growth trades at 5x 2025 guided EBITDA. $GAMB" [X Link](https://x.com/Mindset4Money_X/status/1957152190218322162) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-08-17T18:46Z 22.3K followers, 9971 engagements "2/ $GAMB A misunderstood business with multiple levers for growth. They not only own arguably the best IP in gambling web addresses but also the largest sports data platform for fantasy experts. $63M in projected 2025 EBITDA with XX% of it recurring. All for a $300M market cap" [X Link](https://x.com/Mindset4Money_X/status/1957843485987598711) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-08-19T16:33Z 22.3K followers, 12.7K engagements "@Merzy_123 King taco" [X Link](https://x.com/Mindset4Money_X/status/1979163354804470210) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-17T12:31Z 22.3K followers, XX engagements "Business models I've studied that possess the MOST FUTURE POTENTIAL and WHY: $HIMS Hims & Hers Health They're turning awkward health issues into high-margin subscriptions by owning the brand the funnel and the full customer experience. $AXON Axon Enterprise Theyve quietly built a recurring revenue machine with products police departments are required to use and nobody else can match their ecosystem. $UBER Uber Technologies They already dominate rides and food but the real opportunity is logistics where theyre becoming the default infrastructure for moving anything. $ASTS AST SpaceMobile If" [X Link](https://x.com/Mindset4Money_X/status/1927823976778145801) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-05-28T20:27Z 22.3K followers, 22.5K engagements "15/ MID - SMALL CAP: $WISE International payments were historically slow and expensive. Wise's operational solution addresses this by utilizing a proprietary payments network that bypasses the traditional banking system entirely. They achieve this by maintaining bank accounts with local currency balances in almost every country. When you send money your cash doesn't actually leave your country. Wise collects your currency in Canada and then pays out the recipient using their own local bank account in the other country. This system provides a very obvious advantage" [X Link](https://x.com/Mindset4Money_X/status/1950651674810572832) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-07-30T20:16Z 22.3K followers, 4594 engagements "Alright I have XX companies that have IMPROVED THEIR FINANCIALS over the last few years but the stock price has NOT MOVED OR IS CHEAPER. Whether they were OVERVALUED BEFORE or UNDERVALUED NOW is up to you: 1/ $UNH Buffett bought the stock and it just had its first major rally in months. This could be the momentum push it needed. Margins are down but this should revert once the cycle plays out. It generates $25B in annual free cash flow up from $20B in 2020 at a multiple of 11x. Its the largest insurer in the worlds largest economy" [X Link](https://x.com/Mindset4Money_X/status/1957843481751372274) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-08-19T16:33Z 22.2K followers, 120K engagements "HERE ARE MY X FAVOURITE BUSINESSES FOR THE MONTH OF SEPTEMBER: _____________________________________________________ 1/ $GOOGL Google has basically been my top recommendation for the year and for good reason. There are multiple levers for this business to grow. Every segment is promising. Search still growing at double digits. AI mode is improving the experience and providing a higher ROI for paying vendors. YouTube also growing double digits. AI algorithms are improving content suggestions watch time and relevance. YouTube Shorts is also expanding revenue potential now at 200B daily views." [X Link](https://x.com/Mindset4Money_X/status/1962616904851562722) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-01T20:41Z 22.3K followers, 108.2K engagements ""We anticipate Uber will generate XX% or greater annual earnings per share growth over the medium term." - ๐ Ackman on $UBER He also stated the market underappreciates the durability of its MOAT. LONG UBER ๐ค" [X Link](https://x.com/Mindset4Money_X/status/1965113476600545385) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-08T18:02Z 22.2K followers, 11.4K engagements "$ADBE: Nov 2019 Market Cap: $149B Revenue: $11.1B Operating Margin: XX% Operating Cashflow: $4.4B Today Market Cap: $149B Revenue: $23B Operating Margin: XX% Operating Cashflow: $9.8B Revenue % growth is slower but the actual incremental revenue $ increase is currently larger" [X Link](https://x.com/Mindset4Money_X/status/1967566826327412769) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-15T12:31Z 22.2K followers, 30.7K engagements "Its an expensive market So this list feels warranted at a time like this Here are XX quality companies trading at or near their LOWEST valuations EVER 1/ $CRM X Yr Rev CAGR: XXXX% X Yr EPS CAGR: 21.6%" [X Link](https://x.com/Mindset4Money_X/status/1968744758353801624) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-18T18:31Z 22.3K followers, 105K engagements "Asset light models climbing the stairway to $$$ $DAVE $UBER $ROOT $HIMS" [X Link](https://x.com/Mindset4Money_X/status/1969763549745418740) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-21T14:00Z 22.2K followers, 13.7K engagements "Daniel EK casually 100x'd FCF per subscriber before stepping down lol $SPOT" [X Link](https://x.com/Mindset4Money_X/status/1973844084403175755) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-02T20:14Z 22.3K followers, 5082 engagements "Sam Altman is the gift that keeps on giving. $AMD signs major deal with OpenAI to deploy 6GW of GPUs Wow" [X Link](https://x.com/Mindset4Money_X/status/1975156598680277189) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-06T11:10Z 22.2K followers, 10.8K engagements "Feel bearish CEOs havent been this confident about the future in years according to an EY study" [X Link](https://x.com/Mindset4Money_X/status/1975289281498521850) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-06T19:57Z 22.2K followers, 4595 engagements "Yes $MU is cyclical but with all of these mega deals being handed out surely this multiple is still too low Keep in mind $MU is the only large scale American DRAM manufacturer" [X Link](https://x.com/Mindset4Money_X/status/1975568189573751102) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-07T14:25Z 22.3K followers, 8273 engagements "A rental business where the underlying asset gets outdated quickly. Feels riskier than property rentals" [X Link](https://x.com/Mindset4Money_X/status/1975590326740873218) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-07T15:53Z 22.2K followers, 6533 engagements "I used to have a large portion of my net worth in $BTC but in December 2024 I decided to sell it all. Why Because I found myself checking the price X times a day. Even though I had read The Bitcoin Standard and understood the economics behind it like the cost to mine a coin and the halving cycles I still felt like I couldnt truly grasp the assets future. I believed the price would rise but that belief was mainly based on the idea that adoption would continue to grow. Some might say selling was a mistake and maybe it will prove to be one in the long run. But Ive since moved that capital into" [X Link](https://x.com/Mindset4Money_X/status/1975902755911832022) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-08T12:35Z 22.2K followers, 7552 engagements "@Ramens7y Do you actually believe there wont be human drivers in XX years" [X Link](https://x.com/Mindset4Money_X/status/1975959601440063508) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-08T16:20Z 22.2K followers, 1082 engagements "36x forward earnings driven mostly by multiple expansion. The selloff seems warranted. $RACE" [X Link](https://x.com/Mindset4Money_X/status/1976347927653253311) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-09T18:03Z 22.3K followers, 9669 engagements "Would you rather own: All the Bitcoin in the world or The best business on the planet" [X Link](https://x.com/Mindset4Money_X/status/1976363013742657922) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-09T19:03Z 22.3K followers, 8038 engagements "Whats going on here ๐ $DLO" [X Link](https://x.com/Mindset4Money_X/status/1976375121314185497) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-09T19:52Z 22.3K followers, 15.5K engagements "Valuation and ROI $ZETA currently trades at 4x sales a lower multiple than many of its peers. The avg analyst price target since the start of September is $XXXXX representing about XX% upside from current levels. Management is projecting $340M in free cash flow by 2028. At a 35-40x multiple (similar to todays 35x) Zeta would be worth $XX to $13.6B or roughly a 3x from todays valuation. Undervalued and promising" [X Link](https://x.com/Mindset4Money_X/status/1976650428445004048) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-10T14:06Z 22.2K followers, 3274 engagements "Happy thanksgiving weekend to fellow Canadians ๐๐ฆ" [X Link](https://x.com/Mindset4Money_X/status/1977459259483779146) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-12T19:40Z 22.3K followers, 4460 engagements "$META made $XX in cash flow from your doomscrolling last year. Dont worry they earned the same from XXX billion others too" [X Link](https://x.com/Mindset4Money_X/status/1977824384535646625) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-13T19:50Z 22.3K followers, 8238 engagements "Pretty sweet chart. Despite the big run up this year $SOFI has still grown its customer base faster than its market cap since the end of 2021 ($11B)" [X Link](https://x.com/Mindset4Money_X/status/1977831908714394007) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-13T20:20Z 22.3K followers, 7731 engagements "Crazy that OpenAI has to partner with everyone and their mother just to try to catch up to Google" [X Link](https://x.com/Mindset4Money_X/status/1977896163236856187) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-14T00:36Z 22.3K followers, 5272 engagements "Pillars of wealth creation in 2025:" [X Link](https://x.com/Mindset4Money_X/status/1977899970578588032) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-14T00:51Z 22.3K followers, 6659 engagements "Keep stacking Ws Lisa $AMD" [X Link](https://x.com/Mindset4Money_X/status/1978074532385603776) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-14T12:24Z 22.3K followers, 5246 engagements "Before I dive into a stock I run it through my High Quality screener: โ 5Y Rev CAGR XX% โ 5Y EBITDA CAGR XX% โ P/OCF 30x โ Debt can be paid in X yrs โ ROIC XX% โ Shares outstanding 5Y change X% Now that you know the screener here are XX names that pass:๐" [X Link](https://x.com/Mindset4Money_X/status/1923736357752418467) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-05-17T13:44Z 22.3K followers, 56.3K engagements "If I had to build a $100K portfolio today heres how Id allocate it: $25K $AMZN $25K $GOOG $15K $BN $15K $NVO $10K $AMD $5K $UBER $5K $HIMS All based on todays prices. What would you change What would you add" [X Link](https://x.com/Mindset4Money_X/status/1927113264808304668) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-05-26T21:23Z 22.3K followers, 101K engagements "16/ $ONON On Holding AG P/S: 6x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XX% On shoes feel like youre bouncing. That CloudTec design isnt just marketing it actually performs. Runners love it. The fashion crowd caught on. Now theyre growing global expanding into apparel and building a brand with real staying power" [X Link](https://x.com/Mindset4Money_X/status/1947386297469047205) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-07-21T20:00Z 22.3K followers, 5264 engagements "Even in this inflated market there are companies worth taking a deeper look into: Since 2019: $FI Operating cashflows: +324% $FI Stock: +58% $MELI OCF: +1730% $MELI Stock: +362% $ASML OCF: +388% $ASML Stock: +272% Since IPO: $WISE OCF: +91% $WISE Stock: +13% Own any" [X Link](https://x.com/Mindset4Money_X/status/1948758703160586523) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-07-25T14:54Z 22.3K followers, 13.5K engagements "14/ MID - SMALL CAP: $CMG.TO For energy companies more accurate underground reservoir modeling leads to optimized multi million dollar drilling decisions. Computer Modelling Group excels at this type of reservoir modeling. As a result they benefit from extreme customer stickiness. Once a reservoir model is built using CMG's software the cost time and risk associated with migrating to another solution are prohibitive" [X Link](https://x.com/Mindset4Money_X/status/1950651671563911347) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-07-30T20:16Z 22.3K followers, 3971 engagements "I only added to X holdings this week: $DLO $ROOT What did you buy" [X Link](https://x.com/Mindset4Money_X/status/1966598240318402743) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-12T20:22Z 22.3K followers, 18.9K engagements "$UBER L12M Rev. growth: XX% Gross Margin: XX% Operating margin: XX% Est XX Rev. growth: XX% $GRAB L12M Rev. growth: XX% Gross Margin: XX% Op. margin: -X% Est XX Rev. growth: XX% What am I missing Why are folks paying 2x the price for $GRAB Is it bc of financial services" [X Link](https://x.com/Mindset4Money_X/status/1970142686548987963) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-22T15:06Z 22.3K followers, 59.3K engagements "Topline revenue and free cash flow growth at Constellation have outpaced its market cap since the end of 2021 by a significant margin. This feels like a rare and opportunistic entry point. $CSU.TO $CSU" [X Link](https://x.com/Mindset4Money_X/status/1973068759381291298) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-30T16:53Z 22.3K followers, 12.9K engagements "The greatest compounder in Canadian history is now seeing its largest drawdown ever. without any fundamental change. I think $CSU.TO is one of the most OBVIOUS buys in the market today and I recently included it in my portfolio. Here is my Constellation deep dive ๐งต" [X Link](https://x.com/Mindset4Money_X/status/1973101160169963805) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-30T19:02Z 22.3K followers, 43.8K engagements "What does Constellation Software do $CSU.TO acquires and holds over 1000 small - mid sized vertical market software (VMS) businesses. These softwares are highly specialized mission critical solutions designed for specific industries. Because of their specialization these products have strong pricing power and are extremely sticky. Their strategy is to buy niche VMS providers at disciplined valuations then leverage their expertise and data to improve cash flow and operational efficiency. The business & its purpose are explained succinctly but well by Mark Leonard below:" [X Link](https://x.com/Mindset4Money_X/status/1973101162908819567) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-30T19:02Z 22.3K followers, 2161 engagements "ITS UPTOBER So lets not waste time Here are XX businesses worth researching at GREAT valuations: 1/ $AMZN 5YR EPS CAGR: XXXX% X YR Rev CAGR: XXXX% 2Yr FWD EPS CAGR: 17.3%" [X Link](https://x.com/Mindset4Money_X/status/1973400732297556172) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-01T14:52Z 22.3K followers, 57.4K engagements "2/ $CSU.TO / $CSU 5YR EPS CAGR: XXXX% X YR Rev CAGR: XXXX% 2Yr FWD EPS CAGR: 20.4%" [X Link](https://x.com/Mindset4Money_X/status/1973400734675689905) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-01T14:52Z 22.3K followers, 6736 engagements "@longoption Constellation Software Would've said Root but you've already gone down that rabbit hole :)" [X Link](https://x.com/Mindset4Money_X/status/1973729856488927319) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-02T12:40Z 22.3K followers, XXX engagements "Oct X 2025 - PORTFOLIO UPDATE New Position: $CSU.TO $TOI.V Increased Position: $DLO $ROOT $NVO Trimmed Position: $HIMS Sold Position: NONE Another month another update. For the new additions the allocations are not yet perfect but I wanted to buy while these companies were at a discount. Constellation Software checks nearly every box for any investor. The challenge has always been valuation and when the drawdown gave me an opportunity I had to act. I would like to build a larger stake in Topicus as well and likely will but Constellations rebound potential looked stronger so I moved quickly" [X Link](https://x.com/Mindset4Money_X/status/1974466245903716859) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-04T13:26Z 22.3K followers, 22.6K engagements "15 companies expected to grow revenues above XX% and trade below 30x future op cashflows: Eli Lilly $LLY: XX% 29x Micron $MU: XX% 7x Welltower $WELL: XX% 30x DoorDash $DASH: XX% 29x DraftKings $DKNG: XX% 18x Celsius $CELH: XX% 23x ELF Beauty $ELF: XX% 28x Dutch Bros $BROS: XX% 21x Shift4 Payments $FOUR: XX% 7x Zeta Global $ZETA: XX% 23x Transmedics $TMDX: XX% 27x Dave Inc $DAVE: XX% 29x Grindr Inc $GRND: XX% 18x Harrow Inc $HROW: XX% 21x WhiteFiber Inc $WYFI: XXX% 26x Which is the best deal here" [X Link](https://x.com/Mindset4Money_X/status/1974847618342682661) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-05T14:42Z 22.3K followers, 32.6K engagements "Cheap stocks: $ROOT $CSU.TO $NVO $DAVE $GAMB Good price for great fundamentals: $AMZN $GOOG $BN $DLO $ZETA $UBER Yes this is basically my portfolio ๐" [X Link](https://x.com/Mindset4Money_X/status/1975655434079117338) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-07T20:12Z 22.3K followers, 20.5K engagements "$ROOT is the cheapest its been all year. This is despite them delivering their strongest XX months of performance to date. Partnerships keep expanding why wouldn't this work from here" [X Link](https://x.com/Mindset4Money_X/status/1975918534049009819) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-08T13:37Z 22.3K followers, 24.3K engagements "Based on future operating cash flows Amazon is the cheapest business of the Mag X. Do you think it deserves to be $AMZN" [X Link](https://x.com/Mindset4Money_X/status/1976358334962794909) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-09T18:45Z 22.3K followers, 15.7K engagements "Analyst price target updates for $ZETA since early September: DA Davidson: upgraded to $XX Canaccord: upgraded to $XX Needham: reiterated $XX Truist: upgraded to $XX Average target of $XXXXX which is XX% upside from here BULLISH" [X Link](https://x.com/Mindset4Money_X/status/1976386825594994795) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-09T20:38Z 22.3K followers, 7652 engagements "What does Zeta do $ZETA is a global marketing technology company that helps businesses find understand and engage customers using data and AI. If youre a marketing manager youll use their Zeta Marketing Platform suite to automate and optimize your marketing efforts. They essentially make your marketing campaigns significantly more effective" [X Link](https://x.com/Mindset4Money_X/status/1976650398380282016) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-10T14:05Z 22.3K followers, 2133 engagements "What is Zetas Moat Their advantage is data. AI is only as powerful as the data that fuels it. $ZETA has data on over 245M US adults and processes trillions of signals from this population. They have a deep understanding of consumer intent that competitors will struggle to match. This makes their AI smarter and more defensible which is what gives them their moat" [X Link](https://x.com/Mindset4Money_X/status/1976650400888484181) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-10T14:05Z 22.3K followers, 1946 engagements "How rare is Zetas performance Out of more than XXX public tech companies only X have grown revenue over XX% and expanded free cash flow margins every single year since 2021. $ZETA is one of them. Theyre investing aggressively in growth without sacrificing financial discipline. Theyre proving they can scale in a healthy way" [X Link](https://x.com/Mindset4Money_X/status/1976650403690266744) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-10T14:05Z 22.3K followers, 2945 engagements "Setting a new standard for enterprise software $ZETA wants to be indispensable. Unlike others they want to be the go to platform for decision making proof and interface all within one system. This increases stickiness and encourages customers to spend more within the platform. When a customer expands from one to two or more use cases their average annual spend triples from $1.5M to $4.5M" [X Link](https://x.com/Mindset4Money_X/status/1976650409142894726) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-10T14:05Z 22.3K followers, 1434 engagements "Reminder: Dont use leverage" [X Link](https://x.com/Mindset4Money_X/status/1977016628597735819) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-11T14:21Z 22.3K followers, 225.6K engagements "When in doubt zoom out" [X Link](https://x.com/Mindset4Money_X/status/1977092484615618930) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-11T19:22Z 22.3K followers, 11.8K engagements ""As of September XX 2025 ASML has acquired X million of shares under this program for a total consideration of XXX billion" That's an average price of XXX. Not bad considering the price today" [X Link](https://x.com/Mindset4Money_X/status/1978436476439302168) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-15T12:23Z 22.3K followers, 4397 engagements "Was there a $DLO & OpenAI partnership that I missed" [X Link](https://x.com/Mindset4Money_X/status/1978453615380414813) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-15T13:31Z 22.3K followers, 5715 engagements "$HIMS just launched its new Menopause and Premenopause specialty lines. Management is projecting $1B in Hers revenue by 2026. Hers currently has over half a million subscribers out of the companys 2.4M total so this expansion looks pretty bullish" [X Link](https://x.com/Mindset4Money_X/status/1978456324150075706) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-15T13:42Z 22.3K followers, 4146 engagements "$ASML reaffirmed its 2030 revenue target of 44-60B and confirmed that 2026 is shaping up to be a stronger year. Considering the major reset in China the long term guidance is reassuring. ASML has historically traded around 10x sales which puts managements outlook at roughly XXX% CAGR from here. It might not sound huge but this team is known for keeping expectations low and overdelivering" [X Link](https://x.com/Mindset4Money_X/status/1978497524043505798) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-15T16:25Z 22.3K followers, 4851 engagements "Imagine leaving this company out of the party lol" [X Link](https://x.com/Mindset4Money_X/status/1978523845691609539) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-15T18:10Z 22.3K followers, 5968 engagements "@KabraxFX @NetWorthNotes @TradeSignalHQ $ROOT goat" [X Link](https://x.com/Mindset4Money_X/status/1978848594770710741) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-16T15:40Z 22.3K followers, XXX engagements "5/ $LYFT The fact that Lyft has grown let alone survived in such a competitive market speaks to managements competence. They arent profitable yet but theyre getting closer. The challenge has been innovation. Lyft often lags behind consumer preferences which kept them from demanding better pricing compared to Uber" [X Link](https://x.com/Mindset4Money_X/status/1957843497928781979) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-08-19T16:33Z 22.3K followers, 9190 engagements "6/ $ELF ELF has been making an aggressive push into skincare which has become its largest growth engine. Their products are cheaper than competitors and they can bring new items to market faster. This strategy has a good chance of paying off" [X Link](https://x.com/Mindset4Money_X/status/1957843502198321480) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-08-19T16:34Z 22.3K followers, 9249 engagements "Cashflows have gone no where over X years. but hey it costs XX% more $AAPL" [X Link](https://x.com/Mindset4Money_X/status/1974555315220987977) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-04T19:20Z 22.3K followers, 30.8K engagements "@operationmilly I want low $200s Even nerdier bezos" [X Link](https://x.com/Mindset4Money_X/status/1978526935182389361) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-15T18:22Z 22.3K followers, XXX engagements "$TSMC Management: "our conviction in the AI megatrend is strengthening and we believe the demand for semiconductors will continue to be very fundamental." Still trades a FWD P/E of 24x" [X Link](https://x.com/Mindset4Money_X/status/1978809586619474286) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-16T13:05Z 22.3K followers, 4263 engagements "@SteveMNQ I wouldnt rely on Grok for investment decisions but thats just my personal opinion. When it comes to tech what makes ROOT stand out isnt just having it its being the best in the industry at interpreting that data and reducing risk" [X Link](https://x.com/Mindset4Money_X/status/1979190228096057399) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-17T14:18Z 22.3K followers, XX engagements "$ZETA might be the most overlooked software business in the market. Revenue is reaccelerating as ARPU has doubled to $2M since the IPO with a net revenue retention of 114%. Management expects cash flows to 3x by 2028. Heres my Zeta Global deep dive ๐งต" [X Link](https://x.com/Mindset4Money_X/status/1976650395670692129) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-10T14:05Z 22.3K followers, 37.3K engagements "๐จPSA ๐จ $REAX is a stronger real estate play than $OPEN. Yet $OPEN trades at 8x the valuation" [X Link](https://x.com/Mindset4Money_X/status/1978858808739766467) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-16T16:21Z 22.3K followers, 3475 engagements "Are the risks overblown $MELI" [X Link](https://x.com/Mindset4Money_X/status/1979552353415004396) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-18T14:17Z 22.3K followers, 8764 engagements "@SoJustFollowMe Thats an interesting chart" [X Link](https://x.com/Mindset4Money_X/status/1979554124120342655) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-18T14:24Z 22.3K followers, XXX engagements "8 Industries that have a GREAT DECADE ahead of them (and the best companies to ride the wave): AI Infrastructure $AVGO Broadcom $AMD Advanced Micro Devices $TSM Taiwan Semiconductor $NBIS Nebius $NVDA NVIDIA $ASML ASML Healthcare Tech $HIMS Hims & Hers Health $NVO Novo Nordisk $TMDX Transmedics Group $TEM Tempus AI $ISRG Intuitive Surgical Cybersecurity $NET Cloudflare $PANW Palo Alto Networks $CRWD CrowdStrike $ZS Zscaler $FTNT Fortinet Space Economy $RKLB Rocket Lab $ASTS AST SpaceMobile Advanced Manufacturing $ROK Rockwell Automation $ABB ABB Ltd. $TSLA Tesla Financial Infrastructure" [X Link](https://x.com/Mindset4Money_X/status/1931054224286298406) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-06-06T18:22Z 22.3K followers, 77.8K engagements "The market values this earnings growth at 19x btw. Brookfield management expect distributable earnings to reach $11B by 2030. Brookfield is trading at less than 10x that 2030 figure. $BN" [X Link](https://x.com/Mindset4Money_X/status/1968298268905156682) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-17T12:57Z 22.3K followers, 5589 engagements "$BN is forward looking. First they announce a MASSIVE data center initiative. and now this They don't just invest into boring asset classes :)" [X Link](https://x.com/Mindset4Money_X/status/1968305634081944003) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-17T13:26Z 22.3K followers, 5065 engagements "$BN hits $XX per share for the first time ever Big W for those that bought it in the first half of this year I wonder who was suggesting it ๐ค" [X Link](https://x.com/Mindset4Money_X/status/1968316672877715703) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-17T14:10Z 22.3K followers, 5004 engagements "If you put $10K into Brookfield $BN in 2005 heres how it grew: 3y: $16.9K 6y: $28.4K 9y: $47.9K 12y: $80.6K 15y: $135.9K 18y: $229K 20y: $322K Sometimes its that easy and the show isnt over. Management projects +15% CAGR over the next X years" [X Link](https://x.com/Mindset4Money_X/status/1969031165320290780) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-19T13:29Z 22.3K followers, 4245 engagements "Lets just take a moment to appreciate Mark fucking Leonard 112x in FCF over 20yrs Behemoth business $CSU $CSU.TO" [X Link](https://x.com/Mindset4Money_X/status/1971920479578730861) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-27T12:50Z 22.3K followers, 21.3K engagements "A lesson Ive learned the hard way If the market looks unattractive it probably is. Dont chase the bull case of companies. Its not just about generating positive returns its also about protecting your capital. Be patient there will always be opportunities" [X Link](https://x.com/Mindset4Money_X/status/1978098709389799482) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-14T14:00Z 22.3K followers, 38.9K engagements "Awesome week to be active in the market. so I was Added to: $ROOT $ZETA $DLO Trimmed: $HIMS what did you guys do this week" [X Link](https://x.com/Mindset4Money_X/status/1979276510617063505) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-17T20:01Z 22.3K followers, 11.1K engagements "My current short list is: $BN $CSU.TO $QQQ $VOO $SPY" [X Link](https://x.com/Mindset4Money_X/status/1979563307788095615) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-18T15:00Z 22.3K followers, 1907 engagements "5/ $DOCN DigitalOcean DigitalOcean is the underdog of the cloud world serving startups and developers who want to avoid the complexity of AWS. It stands out for its simplicity transparency and tight-knit user community. The company is adding new dev tools and focusing on AI-native companies while gradually increasing revenue per customer without losing its core appeal" [X Link](https://x.com/Mindset4Money_X/status/1932900290715660549) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-06-11T20:38Z 22.3K followers, 4329 engagements "Here are XX companies expected to grow revenues at a 20%+ YOY over the next X years and still trading under 8x sales: $CDLR Cadeler: XX% $SMCI Super Micro: XX% $HIMS Hims & Hers: XX% $MU Micron: XX% $LMND Lemonade: XX% $MELI MercadoLibre: XX% $DLO DLocal: XX% $CVNA Carvana: XX% $DKNG DraftKings: XX% $ONON On Holding: XX% $DAVE Dave Inc: XX% $BROS Dutch Bros: XX% $SE Sea Ltd: XX% $ELF e.l.f. Beauty: XX% $SOFI SoFi: XX% $GAMB XX% $RIVN Rivian: XX% $TOST Toast: XX% $AMD AMD: XX% $ZETA Zeta Global: XX% Do you own any of these names" [X Link](https://x.com/Mindset4Money_X/status/1939035790937342071) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-06-28T18:58Z 22.3K followers, 55.5K engagements "2/ $TOST Toast Toast offers a vertically integrated platform for restaurants bundling hardware POS software and payment processing into a single ecosystem. This creates high switching costs and gives Toast room to grow by upselling new high margin software over time. I'm interested in this one" [X Link](https://x.com/Mindset4Money_X/status/1942652865798979630) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-07-08T18:31Z 22.3K followers, 24.3K engagements "3/ $DLO DLocal Limited DLocal is a key payment infrastructure provider for emerging markets enabling global merchants to accept hundreds of local payment methods through a single API. They deal with massive vendors who want to access untapped geography. Its growth is tied to rising ecommerce in developing countries. TPV continues to climb though its take rate is gradually declining" [X Link](https://x.com/Mindset4Money_X/status/1942652869456560627) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-07-08T18:31Z 22.3K followers, 23.3K engagements "10 baggers aren't sitting at a $500B market cap they are sitting under $5B with a growth plan still being actively executed. These companies bring something different to industries begging for innovation. Here are some of the most interesting businesses today under a $5B market cap: 1/ $ZETA If you want to invest in a first mover of a space $ZETA is the company. They built their AI tech stack marketing platform X years ago. While other competitors are currently piecing together their own platforms $ZETA is pitching a platform that is mature and tuned out. They will grow by landing large" [X Link](https://x.com/Mindset4Money_X/status/1953548250734023106) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-08-07T20:06Z 22.3K followers, 562.6K engagements "Financial overview Revenue growth will slow from old rates but still remain in high teens. As $CSU.TO scales they will need bigger acquisitions to move the needle. EPS growth will remain strong. Even with slower revenue growth EPS is expected to chug along at +20% thanks to scale efficiencies and AI improvements. Constellation has a strong history of returns on its investments as shown below. I included ROE but it should be noted this figure is a bit misleading. The software businesses they acquire come with goodwill & intangibles which get amortized over time which reduces the value of" [X Link](https://x.com/Mindset4Money_X/status/1973101180910784574) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-30T19:02Z 22.3K followers, 1559 engagements "Talk about underappreciated growth. $MELI" [X Link](https://x.com/Mindset4Money_X/status/1973471665683308574) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-01T19:34Z 22.3K followers, 49.3K engagements "Brookfield stock price follows distributable earnings. So its a good thing management expects said earnings to double by 2030. Just buy Brookfield and F off. $BN" [X Link](https://x.com/Mindset4Money_X/status/1974106598445625851) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-03T13:37Z 22.3K followers, 15.7K engagements "Here are X companies that have grown their cashflows FASTER than their valuation. And some by quite a bit. 1/ $DUOL Duolingo" [X Link](https://x.com/Mindset4Money_X/status/1974917608416919715) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-05T19:20Z 22.3K followers, 103.6K engagements "2/ $TTD The Trade Desk" [X Link](https://x.com/Mindset4Money_X/status/1974917611197763857) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-05T19:20Z 22.3K followers, 13.3K engagements "3/ $MNDY Monday" [X Link](https://x.com/Mindset4Money_X/status/1974917614200844778) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-05T19:20Z 22.3K followers, 12.2K engagements "4/ $CRM Salesforce" [X Link](https://x.com/Mindset4Money_X/status/1974917617531097376) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-05T19:20Z 22.3K followers, 11.9K engagements "The new release: Athena $ZETA recently announced their super intelligent agent Athena. Its another tool that turns data and insights into action. Marketing managers can work directly with the agent to allocate budgets more effectively ultimately improving ROI. This tool encourages customers to utilize Zeta additional use cases which outlined by management is highly lucrative. Video Credits: @BullTradeFinder" [X Link](https://x.com/Mindset4Money_X/status/1976650411898544148) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-10T14:05Z 22.3K followers, 1482 engagements "Quick review of financial measures (1/2) Revenue growth is accelerating while margins are expanding showing the business is scaling. Share based comp has been high but its trending lower as free cash flow continues to grow showing operational efficiency. They also have about 3x more current assets than debt which means they are financially healthy" [X Link](https://x.com/Mindset4Money_X/status/1976650414314410094) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-10T14:05Z 22.3K followers, 1228 engagements "How do I feel about the Trump and China news Peter Lynch said it best: focus on quality companies that's it. If you spend XX minutes a year on economics you just wasted XX minutes. Nobody can predict the economy" [X Link](https://x.com/Mindset4Money_X/status/1976719269606920203) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-10T18:39Z 22.3K followers, 134.5K engagements "@TheRonnieVShow The only one left out lol" [X Link](https://x.com/Mindset4Money_X/status/1978522896604520916) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-15T18:06Z 22.3K followers, 3270 engagements "Which unloved company is the best deal today - $AMZN @ $XXX - $ADBE @ $XXX - $MELI @ $2042 - $NVO @ $XX - $CRM @ XXX - $FOUR @ $XX - $CSU.TO @ $3925 - $UNH @ $XXX - $PYPL @ $67" [X Link](https://x.com/Mindset4Money_X/status/1978846691072540929) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-16T15:33Z 22.3K followers, 98.6K engagements "Valuation charts for each: $AMZN $ADBE $MELI $NVO" [X Link](https://x.com/Mindset4Money_X/status/1978846945918505455) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-16T15:34Z 22.3K followers, 7934 engagements "$CRM $FOUR $CSU" [X Link](https://x.com/Mindset4Money_X/status/1978847184503095334) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-16T15:35Z 22.3K followers, 6615 engagements "@SoJustFollowMe Love it Denistratos You include CSU there and we have a deal" [X Link](https://x.com/Mindset4Money_X/status/1978847945303744951) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-16T15:38Z 22.3K followers, XXX engagements "@FeroceResearch @Dr_Singularity Damn ๐" [X Link](https://x.com/Mindset4Money_X/status/1978868944145395946) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-16T17:01Z 22.3K followers, XX engagements "I just finished setting up my sons first investing account What should I buy for him" [X Link](https://x.com/Mindset4Money_X/status/1979562363016618402) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-18T14:57Z 22.3K followers, 5426 engagements "3/ Micron - $MU Micron continues to surpass expectations as demand for memory in AI servers and data centers remains strong. DRAM and NAND prices keep climbing and it only feels like the cycle is just starting. Typically competition is a large role here but with the recent national push in the US Micron is set to really benefit. 2Y FWD Rev CAGR: 24.6%" [X Link](https://x.com/Mindset4Money_X/status/1979647651856478538) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-18T20:35Z 22.3K followers, 1094 engagements "4/ Vistra Corp - $VST Sam Altman has said that AI and energy are essentially the same thing. Vistra is an AI infrastructure play with great power generation exposure. They will benefit from rising electricity demand. Its integration of renewables and energy storage is also a bonus for long term upside. 2Y FWD Rev CAGR: 15.4%" [X Link](https://x.com/Mindset4Money_X/status/1979647654914056192) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-18T20:35Z 22.3K followers, XXX engagements "Can we take a moment to appreciate the game of chess Sam Altman is playing In a single summer he reduced OpenAIs dependence on $MSFT by signing a multi-billion dollar deal with $ORCL giving OpenAI access to a second cloud partner and much more leverage on infrastructure costs. Then he locked in partnerships with both primary competitors $NVDA and $AMD not only securing GPU supply at fair prices but also ensuring both chipmakers have a vested interest in OpenAIs growth through direct collaboration and investment. He completely flipped the industry. OpenAI went from needing them to them needing" [X Link](https://x.com/Mindset4Money_X/status/1975231169663787137) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-06T16:06Z 22.3K followers, 167.9K engagements "That being said these are my favorite small cap opportunities today: $ROOT $ZETA $DAVE $GAMB All at great valuations" [X Link](https://x.com/Mindset4Money_X/status/1978190787121643890) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-14T20:06Z 22.3K followers, 32.3K engagements "Since 2020 Amazon has grown its EPS the most out of the X big hyperscalers yet its market cap has increased the least: $META: XXX% $GOOG: XXX% $MSFT: XXX% $AMZN: XXX% Something to think about" [X Link](https://x.com/Mindset4Money_X/status/1978265251003965870) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-15T01:02Z 22.3K followers, 32.1K engagements "@SergioCanoI Public service announcement :)" [X Link](https://x.com/Mindset4Money_X/status/1978859104312369555) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-16T16:22Z 22.3K followers, XXX engagements "There is an easy fix to the problem $AMZN" [X Link](https://x.com/Mindset4Money_X/status/1978893499551359200) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-16T18:39Z 22.3K followers, 56.2K engagements "$ROOT selloff is getting nuts They are basically the cheapest in the industry at this point. despite having so much potential" [X Link](https://x.com/Mindset4Money_X/status/1979183006716744136) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-17T13:49Z 22.3K followers, 46.2K engagements "Do you own any of these names Please like and follow if you enjoyed :) If you want to make charts like me try Fiscal for FREE using the link below:" [X Link](https://x.com/Mindset4Money_X/status/1979647676850503764) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-18T20:36Z 22.3K followers, 1573 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.]
No specific company news is available for Mindset for Money, CPA. However, various companies are making headlines with their recent achievements and future plans. Notable mentions include Zeta Global, a marketing technology company, which has seen its revenue reaccelerate and is expected to generate significant free cash flow. Other companies like Duolingo, DigitalOcean, and Brookfield have also made recent news.
Social category influence finance #4761 stocks XXXX% technology brands XXX% cryptocurrencies #1730 countries XXXX% currencies XXXX% luxury brands XXXX% automotive brands XXXX%
Social topic influence $zeta #5, $csuto #3, $root #3, $amzn #38, $hims #32, $dlo #2, $bn #7, $nvo #12, cash flow #312, market cap #818
Top accounts mentioned or mentioned by @tacticzh @meeijer @sojustfollowme @qualityinvest5 @wealthmatica @dividendgweb3 @dividendngrowth @longoption @grok @thebrilliantbu1 @lazaroinvestor @ashton1nvests @bagholderiq @hatedmoats @danielisdizzy @theeuinvestor @david_np24766 @himshouse @everydaystocksx @davidnp24766
Top assets mentioned ZetaChain (ZETA) The Root Network (ROOT) Amazon.com, Inc. (AMZN) Hims & Hers Health, Inc. (HIMS) DLocal Limited Class A Common Shares (DLO) Brookfield Corporation (BN) Novo-Nordisk (NVO) Uber Technologies, Inc. (UBER) MercadoLibre Inc (MELI) Advanced Micro Devices (AMD) Cream (CRM) Dave Inc. Class A Common Stock (DAVE) Micron Technology, Inc. (MU) UnitedHealth Group (UNH) Adobe, Inc. (ADBE) Alphabet Inc Class A (GOOGL) 4 (FOUR) Wise (WISE) Oracle Corporation (ORCL) Bitcoin (BTC) Metadium (META) On Holding AG (ONON) DraftKings Inc. Class A Common Stock (DKNG) Dutch Bros Inc. (BROS) TransMedics Group, Inc. Common Stock (TMDX) aelf (ELF) NVIDIA Corp. (NVDA) PayPal Holdings Inc (PYPL) Microsoft Corp. (MSFT) Axon Enterprise, Inc. (AXON) Spotify Technology (SPOT) Ferrari N.V. (RACE) RAI Finance (SOFI) Fiserv, Inc. (FI) Grab Holdings Limited Class A Ordinary Shares (GRAB) Eli Lilly and Company (LLY) Welltower Inc (WELL) DoorDash, Inc. (DASH)
Top posts by engagements in the last XX hours
"Several positive headlines for $NVO lately. Theres still a huge disconnect between their cash flow growth and how the market is valuing the company. Even in a worst case theyre set to grow over the next XX months yet the stock trades like its dying. I added here"
X Link @Mindset4Money_X 2025-09-30T15:11Z 22.3K followers, 15K engagements
"@HatedMoats "Its a store of value" -XX% in a day"
X Link @Mindset4Money_X 2025-10-11T22:22Z 22.3K followers, 1058 engagements
"@StockStormX That it does would love to scoop a few shares in the low $200s AMZN parties solo dolo"
X Link @Mindset4Money_X 2025-10-15T18:07Z 22.3K followers, 2564 engagements
"This growth trades at 5x 2025 guided EBITDA. $GAMB"
X Link @Mindset4Money_X 2025-08-17T18:46Z 22.3K followers, 9971 engagements
"2/ $GAMB A misunderstood business with multiple levers for growth. They not only own arguably the best IP in gambling web addresses but also the largest sports data platform for fantasy experts. $63M in projected 2025 EBITDA with XX% of it recurring. All for a $300M market cap"
X Link @Mindset4Money_X 2025-08-19T16:33Z 22.3K followers, 12.7K engagements
"@Merzy_123 King taco"
X Link @Mindset4Money_X 2025-10-17T12:31Z 22.3K followers, XX engagements
"Business models I've studied that possess the MOST FUTURE POTENTIAL and WHY: $HIMS Hims & Hers Health They're turning awkward health issues into high-margin subscriptions by owning the brand the funnel and the full customer experience. $AXON Axon Enterprise Theyve quietly built a recurring revenue machine with products police departments are required to use and nobody else can match their ecosystem. $UBER Uber Technologies They already dominate rides and food but the real opportunity is logistics where theyre becoming the default infrastructure for moving anything. $ASTS AST SpaceMobile If"
X Link @Mindset4Money_X 2025-05-28T20:27Z 22.3K followers, 22.5K engagements
"15/ MID - SMALL CAP: $WISE International payments were historically slow and expensive. Wise's operational solution addresses this by utilizing a proprietary payments network that bypasses the traditional banking system entirely. They achieve this by maintaining bank accounts with local currency balances in almost every country. When you send money your cash doesn't actually leave your country. Wise collects your currency in Canada and then pays out the recipient using their own local bank account in the other country. This system provides a very obvious advantage"
X Link @Mindset4Money_X 2025-07-30T20:16Z 22.3K followers, 4594 engagements
"Alright I have XX companies that have IMPROVED THEIR FINANCIALS over the last few years but the stock price has NOT MOVED OR IS CHEAPER. Whether they were OVERVALUED BEFORE or UNDERVALUED NOW is up to you: 1/ $UNH Buffett bought the stock and it just had its first major rally in months. This could be the momentum push it needed. Margins are down but this should revert once the cycle plays out. It generates $25B in annual free cash flow up from $20B in 2020 at a multiple of 11x. Its the largest insurer in the worlds largest economy"
X Link @Mindset4Money_X 2025-08-19T16:33Z 22.2K followers, 120K engagements
"HERE ARE MY X FAVOURITE BUSINESSES FOR THE MONTH OF SEPTEMBER: _____________________________________________________ 1/ $GOOGL Google has basically been my top recommendation for the year and for good reason. There are multiple levers for this business to grow. Every segment is promising. Search still growing at double digits. AI mode is improving the experience and providing a higher ROI for paying vendors. YouTube also growing double digits. AI algorithms are improving content suggestions watch time and relevance. YouTube Shorts is also expanding revenue potential now at 200B daily views."
X Link @Mindset4Money_X 2025-09-01T20:41Z 22.3K followers, 108.2K engagements
""We anticipate Uber will generate XX% or greater annual earnings per share growth over the medium term." - ๐ Ackman on $UBER He also stated the market underappreciates the durability of its MOAT. LONG UBER ๐ค"
X Link @Mindset4Money_X 2025-09-08T18:02Z 22.2K followers, 11.4K engagements
"$ADBE: Nov 2019 Market Cap: $149B Revenue: $11.1B Operating Margin: XX% Operating Cashflow: $4.4B Today Market Cap: $149B Revenue: $23B Operating Margin: XX% Operating Cashflow: $9.8B Revenue % growth is slower but the actual incremental revenue $ increase is currently larger"
X Link @Mindset4Money_X 2025-09-15T12:31Z 22.2K followers, 30.7K engagements
"Its an expensive market So this list feels warranted at a time like this Here are XX quality companies trading at or near their LOWEST valuations EVER 1/ $CRM X Yr Rev CAGR: XXXX% X Yr EPS CAGR: 21.6%"
X Link @Mindset4Money_X 2025-09-18T18:31Z 22.3K followers, 105K engagements
"Asset light models climbing the stairway to $$$ $DAVE $UBER $ROOT $HIMS"
X Link @Mindset4Money_X 2025-09-21T14:00Z 22.2K followers, 13.7K engagements
"Daniel EK casually 100x'd FCF per subscriber before stepping down lol $SPOT"
X Link @Mindset4Money_X 2025-10-02T20:14Z 22.3K followers, 5082 engagements
"Sam Altman is the gift that keeps on giving. $AMD signs major deal with OpenAI to deploy 6GW of GPUs Wow"
X Link @Mindset4Money_X 2025-10-06T11:10Z 22.2K followers, 10.8K engagements
"Feel bearish CEOs havent been this confident about the future in years according to an EY study"
X Link @Mindset4Money_X 2025-10-06T19:57Z 22.2K followers, 4595 engagements
"Yes $MU is cyclical but with all of these mega deals being handed out surely this multiple is still too low Keep in mind $MU is the only large scale American DRAM manufacturer"
X Link @Mindset4Money_X 2025-10-07T14:25Z 22.3K followers, 8273 engagements
"A rental business where the underlying asset gets outdated quickly. Feels riskier than property rentals"
X Link @Mindset4Money_X 2025-10-07T15:53Z 22.2K followers, 6533 engagements
"I used to have a large portion of my net worth in $BTC but in December 2024 I decided to sell it all. Why Because I found myself checking the price X times a day. Even though I had read The Bitcoin Standard and understood the economics behind it like the cost to mine a coin and the halving cycles I still felt like I couldnt truly grasp the assets future. I believed the price would rise but that belief was mainly based on the idea that adoption would continue to grow. Some might say selling was a mistake and maybe it will prove to be one in the long run. But Ive since moved that capital into"
X Link @Mindset4Money_X 2025-10-08T12:35Z 22.2K followers, 7552 engagements
"@Ramens7y Do you actually believe there wont be human drivers in XX years"
X Link @Mindset4Money_X 2025-10-08T16:20Z 22.2K followers, 1082 engagements
"36x forward earnings driven mostly by multiple expansion. The selloff seems warranted. $RACE"
X Link @Mindset4Money_X 2025-10-09T18:03Z 22.3K followers, 9669 engagements
"Would you rather own: All the Bitcoin in the world or The best business on the planet"
X Link @Mindset4Money_X 2025-10-09T19:03Z 22.3K followers, 8038 engagements
"Whats going on here ๐ $DLO"
X Link @Mindset4Money_X 2025-10-09T19:52Z 22.3K followers, 15.5K engagements
"Valuation and ROI $ZETA currently trades at 4x sales a lower multiple than many of its peers. The avg analyst price target since the start of September is $XXXXX representing about XX% upside from current levels. Management is projecting $340M in free cash flow by 2028. At a 35-40x multiple (similar to todays 35x) Zeta would be worth $XX to $13.6B or roughly a 3x from todays valuation. Undervalued and promising"
X Link @Mindset4Money_X 2025-10-10T14:06Z 22.2K followers, 3274 engagements
"Happy thanksgiving weekend to fellow Canadians ๐๐ฆ"
X Link @Mindset4Money_X 2025-10-12T19:40Z 22.3K followers, 4460 engagements
"$META made $XX in cash flow from your doomscrolling last year. Dont worry they earned the same from XXX billion others too"
X Link @Mindset4Money_X 2025-10-13T19:50Z 22.3K followers, 8238 engagements
"Pretty sweet chart. Despite the big run up this year $SOFI has still grown its customer base faster than its market cap since the end of 2021 ($11B)"
X Link @Mindset4Money_X 2025-10-13T20:20Z 22.3K followers, 7731 engagements
"Crazy that OpenAI has to partner with everyone and their mother just to try to catch up to Google"
X Link @Mindset4Money_X 2025-10-14T00:36Z 22.3K followers, 5272 engagements
"Pillars of wealth creation in 2025:"
X Link @Mindset4Money_X 2025-10-14T00:51Z 22.3K followers, 6659 engagements
"Keep stacking Ws Lisa $AMD"
X Link @Mindset4Money_X 2025-10-14T12:24Z 22.3K followers, 5246 engagements
"Before I dive into a stock I run it through my High Quality screener: โ 5Y Rev CAGR XX% โ 5Y EBITDA CAGR XX% โ P/OCF 30x โ Debt can be paid in X yrs โ ROIC XX% โ Shares outstanding 5Y change X% Now that you know the screener here are XX names that pass:๐"
X Link @Mindset4Money_X 2025-05-17T13:44Z 22.3K followers, 56.3K engagements
"If I had to build a $100K portfolio today heres how Id allocate it: $25K $AMZN $25K $GOOG $15K $BN $15K $NVO $10K $AMD $5K $UBER $5K $HIMS All based on todays prices. What would you change What would you add"
X Link @Mindset4Money_X 2025-05-26T21:23Z 22.3K followers, 101K engagements
"16/ $ONON On Holding AG P/S: 6x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XX% On shoes feel like youre bouncing. That CloudTec design isnt just marketing it actually performs. Runners love it. The fashion crowd caught on. Now theyre growing global expanding into apparel and building a brand with real staying power"
X Link @Mindset4Money_X 2025-07-21T20:00Z 22.3K followers, 5264 engagements
"Even in this inflated market there are companies worth taking a deeper look into: Since 2019: $FI Operating cashflows: +324% $FI Stock: +58% $MELI OCF: +1730% $MELI Stock: +362% $ASML OCF: +388% $ASML Stock: +272% Since IPO: $WISE OCF: +91% $WISE Stock: +13% Own any"
X Link @Mindset4Money_X 2025-07-25T14:54Z 22.3K followers, 13.5K engagements
"14/ MID - SMALL CAP: $CMG.TO For energy companies more accurate underground reservoir modeling leads to optimized multi million dollar drilling decisions. Computer Modelling Group excels at this type of reservoir modeling. As a result they benefit from extreme customer stickiness. Once a reservoir model is built using CMG's software the cost time and risk associated with migrating to another solution are prohibitive"
X Link @Mindset4Money_X 2025-07-30T20:16Z 22.3K followers, 3971 engagements
"I only added to X holdings this week: $DLO $ROOT What did you buy"
X Link @Mindset4Money_X 2025-09-12T20:22Z 22.3K followers, 18.9K engagements
"$UBER L12M Rev. growth: XX% Gross Margin: XX% Operating margin: XX% Est XX Rev. growth: XX% $GRAB L12M Rev. growth: XX% Gross Margin: XX% Op. margin: -X% Est XX Rev. growth: XX% What am I missing Why are folks paying 2x the price for $GRAB Is it bc of financial services"
X Link @Mindset4Money_X 2025-09-22T15:06Z 22.3K followers, 59.3K engagements
"Topline revenue and free cash flow growth at Constellation have outpaced its market cap since the end of 2021 by a significant margin. This feels like a rare and opportunistic entry point. $CSU.TO $CSU"
X Link @Mindset4Money_X 2025-09-30T16:53Z 22.3K followers, 12.9K engagements
"The greatest compounder in Canadian history is now seeing its largest drawdown ever. without any fundamental change. I think $CSU.TO is one of the most OBVIOUS buys in the market today and I recently included it in my portfolio. Here is my Constellation deep dive ๐งต"
X Link @Mindset4Money_X 2025-09-30T19:02Z 22.3K followers, 43.8K engagements
"What does Constellation Software do $CSU.TO acquires and holds over 1000 small - mid sized vertical market software (VMS) businesses. These softwares are highly specialized mission critical solutions designed for specific industries. Because of their specialization these products have strong pricing power and are extremely sticky. Their strategy is to buy niche VMS providers at disciplined valuations then leverage their expertise and data to improve cash flow and operational efficiency. The business & its purpose are explained succinctly but well by Mark Leonard below:"
X Link @Mindset4Money_X 2025-09-30T19:02Z 22.3K followers, 2161 engagements
"ITS UPTOBER So lets not waste time Here are XX businesses worth researching at GREAT valuations: 1/ $AMZN 5YR EPS CAGR: XXXX% X YR Rev CAGR: XXXX% 2Yr FWD EPS CAGR: 17.3%"
X Link @Mindset4Money_X 2025-10-01T14:52Z 22.3K followers, 57.4K engagements
"2/ $CSU.TO / $CSU 5YR EPS CAGR: XXXX% X YR Rev CAGR: XXXX% 2Yr FWD EPS CAGR: 20.4%"
X Link @Mindset4Money_X 2025-10-01T14:52Z 22.3K followers, 6736 engagements
"@longoption Constellation Software Would've said Root but you've already gone down that rabbit hole :)"
X Link @Mindset4Money_X 2025-10-02T12:40Z 22.3K followers, XXX engagements
"Oct X 2025 - PORTFOLIO UPDATE New Position: $CSU.TO $TOI.V Increased Position: $DLO $ROOT $NVO Trimmed Position: $HIMS Sold Position: NONE Another month another update. For the new additions the allocations are not yet perfect but I wanted to buy while these companies were at a discount. Constellation Software checks nearly every box for any investor. The challenge has always been valuation and when the drawdown gave me an opportunity I had to act. I would like to build a larger stake in Topicus as well and likely will but Constellations rebound potential looked stronger so I moved quickly"
X Link @Mindset4Money_X 2025-10-04T13:26Z 22.3K followers, 22.6K engagements
"15 companies expected to grow revenues above XX% and trade below 30x future op cashflows: Eli Lilly $LLY: XX% 29x Micron $MU: XX% 7x Welltower $WELL: XX% 30x DoorDash $DASH: XX% 29x DraftKings $DKNG: XX% 18x Celsius $CELH: XX% 23x ELF Beauty $ELF: XX% 28x Dutch Bros $BROS: XX% 21x Shift4 Payments $FOUR: XX% 7x Zeta Global $ZETA: XX% 23x Transmedics $TMDX: XX% 27x Dave Inc $DAVE: XX% 29x Grindr Inc $GRND: XX% 18x Harrow Inc $HROW: XX% 21x WhiteFiber Inc $WYFI: XXX% 26x Which is the best deal here"
X Link @Mindset4Money_X 2025-10-05T14:42Z 22.3K followers, 32.6K engagements
"Cheap stocks: $ROOT $CSU.TO $NVO $DAVE $GAMB Good price for great fundamentals: $AMZN $GOOG $BN $DLO $ZETA $UBER Yes this is basically my portfolio ๐"
X Link @Mindset4Money_X 2025-10-07T20:12Z 22.3K followers, 20.5K engagements
"$ROOT is the cheapest its been all year. This is despite them delivering their strongest XX months of performance to date. Partnerships keep expanding why wouldn't this work from here"
X Link @Mindset4Money_X 2025-10-08T13:37Z 22.3K followers, 24.3K engagements
"Based on future operating cash flows Amazon is the cheapest business of the Mag X. Do you think it deserves to be $AMZN"
X Link @Mindset4Money_X 2025-10-09T18:45Z 22.3K followers, 15.7K engagements
"Analyst price target updates for $ZETA since early September: DA Davidson: upgraded to $XX Canaccord: upgraded to $XX Needham: reiterated $XX Truist: upgraded to $XX Average target of $XXXXX which is XX% upside from here BULLISH"
X Link @Mindset4Money_X 2025-10-09T20:38Z 22.3K followers, 7652 engagements
"What does Zeta do $ZETA is a global marketing technology company that helps businesses find understand and engage customers using data and AI. If youre a marketing manager youll use their Zeta Marketing Platform suite to automate and optimize your marketing efforts. They essentially make your marketing campaigns significantly more effective"
X Link @Mindset4Money_X 2025-10-10T14:05Z 22.3K followers, 2133 engagements
"What is Zetas Moat Their advantage is data. AI is only as powerful as the data that fuels it. $ZETA has data on over 245M US adults and processes trillions of signals from this population. They have a deep understanding of consumer intent that competitors will struggle to match. This makes their AI smarter and more defensible which is what gives them their moat"
X Link @Mindset4Money_X 2025-10-10T14:05Z 22.3K followers, 1946 engagements
"How rare is Zetas performance Out of more than XXX public tech companies only X have grown revenue over XX% and expanded free cash flow margins every single year since 2021. $ZETA is one of them. Theyre investing aggressively in growth without sacrificing financial discipline. Theyre proving they can scale in a healthy way"
X Link @Mindset4Money_X 2025-10-10T14:05Z 22.3K followers, 2945 engagements
"Setting a new standard for enterprise software $ZETA wants to be indispensable. Unlike others they want to be the go to platform for decision making proof and interface all within one system. This increases stickiness and encourages customers to spend more within the platform. When a customer expands from one to two or more use cases their average annual spend triples from $1.5M to $4.5M"
X Link @Mindset4Money_X 2025-10-10T14:05Z 22.3K followers, 1434 engagements
"Reminder: Dont use leverage"
X Link @Mindset4Money_X 2025-10-11T14:21Z 22.3K followers, 225.6K engagements
"When in doubt zoom out"
X Link @Mindset4Money_X 2025-10-11T19:22Z 22.3K followers, 11.8K engagements
""As of September XX 2025 ASML has acquired X million of shares under this program for a total consideration of XXX billion" That's an average price of XXX. Not bad considering the price today"
X Link @Mindset4Money_X 2025-10-15T12:23Z 22.3K followers, 4397 engagements
"Was there a $DLO & OpenAI partnership that I missed"
X Link @Mindset4Money_X 2025-10-15T13:31Z 22.3K followers, 5715 engagements
"$HIMS just launched its new Menopause and Premenopause specialty lines. Management is projecting $1B in Hers revenue by 2026. Hers currently has over half a million subscribers out of the companys 2.4M total so this expansion looks pretty bullish"
X Link @Mindset4Money_X 2025-10-15T13:42Z 22.3K followers, 4146 engagements
"$ASML reaffirmed its 2030 revenue target of 44-60B and confirmed that 2026 is shaping up to be a stronger year. Considering the major reset in China the long term guidance is reassuring. ASML has historically traded around 10x sales which puts managements outlook at roughly XXX% CAGR from here. It might not sound huge but this team is known for keeping expectations low and overdelivering"
X Link @Mindset4Money_X 2025-10-15T16:25Z 22.3K followers, 4851 engagements
"Imagine leaving this company out of the party lol"
X Link @Mindset4Money_X 2025-10-15T18:10Z 22.3K followers, 5968 engagements
"@KabraxFX @NetWorthNotes @TradeSignalHQ $ROOT goat"
X Link @Mindset4Money_X 2025-10-16T15:40Z 22.3K followers, XXX engagements
"5/ $LYFT The fact that Lyft has grown let alone survived in such a competitive market speaks to managements competence. They arent profitable yet but theyre getting closer. The challenge has been innovation. Lyft often lags behind consumer preferences which kept them from demanding better pricing compared to Uber"
X Link @Mindset4Money_X 2025-08-19T16:33Z 22.3K followers, 9190 engagements
"6/ $ELF ELF has been making an aggressive push into skincare which has become its largest growth engine. Their products are cheaper than competitors and they can bring new items to market faster. This strategy has a good chance of paying off"
X Link @Mindset4Money_X 2025-08-19T16:34Z 22.3K followers, 9249 engagements
"Cashflows have gone no where over X years. but hey it costs XX% more $AAPL"
X Link @Mindset4Money_X 2025-10-04T19:20Z 22.3K followers, 30.8K engagements
"@operationmilly I want low $200s Even nerdier bezos"
X Link @Mindset4Money_X 2025-10-15T18:22Z 22.3K followers, XXX engagements
"$TSMC Management: "our conviction in the AI megatrend is strengthening and we believe the demand for semiconductors will continue to be very fundamental." Still trades a FWD P/E of 24x"
X Link @Mindset4Money_X 2025-10-16T13:05Z 22.3K followers, 4263 engagements
"@SteveMNQ I wouldnt rely on Grok for investment decisions but thats just my personal opinion. When it comes to tech what makes ROOT stand out isnt just having it its being the best in the industry at interpreting that data and reducing risk"
X Link @Mindset4Money_X 2025-10-17T14:18Z 22.3K followers, XX engagements
"$ZETA might be the most overlooked software business in the market. Revenue is reaccelerating as ARPU has doubled to $2M since the IPO with a net revenue retention of 114%. Management expects cash flows to 3x by 2028. Heres my Zeta Global deep dive ๐งต"
X Link @Mindset4Money_X 2025-10-10T14:05Z 22.3K followers, 37.3K engagements
"๐จPSA ๐จ $REAX is a stronger real estate play than $OPEN. Yet $OPEN trades at 8x the valuation"
X Link @Mindset4Money_X 2025-10-16T16:21Z 22.3K followers, 3475 engagements
"Are the risks overblown $MELI"
X Link @Mindset4Money_X 2025-10-18T14:17Z 22.3K followers, 8764 engagements
"@SoJustFollowMe Thats an interesting chart"
X Link @Mindset4Money_X 2025-10-18T14:24Z 22.3K followers, XXX engagements
"8 Industries that have a GREAT DECADE ahead of them (and the best companies to ride the wave): AI Infrastructure $AVGO Broadcom $AMD Advanced Micro Devices $TSM Taiwan Semiconductor $NBIS Nebius $NVDA NVIDIA $ASML ASML Healthcare Tech $HIMS Hims & Hers Health $NVO Novo Nordisk $TMDX Transmedics Group $TEM Tempus AI $ISRG Intuitive Surgical Cybersecurity $NET Cloudflare $PANW Palo Alto Networks $CRWD CrowdStrike $ZS Zscaler $FTNT Fortinet Space Economy $RKLB Rocket Lab $ASTS AST SpaceMobile Advanced Manufacturing $ROK Rockwell Automation $ABB ABB Ltd. $TSLA Tesla Financial Infrastructure"
X Link @Mindset4Money_X 2025-06-06T18:22Z 22.3K followers, 77.8K engagements
"The market values this earnings growth at 19x btw. Brookfield management expect distributable earnings to reach $11B by 2030. Brookfield is trading at less than 10x that 2030 figure. $BN"
X Link @Mindset4Money_X 2025-09-17T12:57Z 22.3K followers, 5589 engagements
"$BN is forward looking. First they announce a MASSIVE data center initiative. and now this They don't just invest into boring asset classes :)"
X Link @Mindset4Money_X 2025-09-17T13:26Z 22.3K followers, 5065 engagements
"$BN hits $XX per share for the first time ever Big W for those that bought it in the first half of this year I wonder who was suggesting it ๐ค"
X Link @Mindset4Money_X 2025-09-17T14:10Z 22.3K followers, 5004 engagements
"If you put $10K into Brookfield $BN in 2005 heres how it grew: 3y: $16.9K 6y: $28.4K 9y: $47.9K 12y: $80.6K 15y: $135.9K 18y: $229K 20y: $322K Sometimes its that easy and the show isnt over. Management projects +15% CAGR over the next X years"
X Link @Mindset4Money_X 2025-09-19T13:29Z 22.3K followers, 4245 engagements
"Lets just take a moment to appreciate Mark fucking Leonard 112x in FCF over 20yrs Behemoth business $CSU $CSU.TO"
X Link @Mindset4Money_X 2025-09-27T12:50Z 22.3K followers, 21.3K engagements
"A lesson Ive learned the hard way If the market looks unattractive it probably is. Dont chase the bull case of companies. Its not just about generating positive returns its also about protecting your capital. Be patient there will always be opportunities"
X Link @Mindset4Money_X 2025-10-14T14:00Z 22.3K followers, 38.9K engagements
"Awesome week to be active in the market. so I was Added to: $ROOT $ZETA $DLO Trimmed: $HIMS what did you guys do this week"
X Link @Mindset4Money_X 2025-10-17T20:01Z 22.3K followers, 11.1K engagements
"My current short list is: $BN $CSU.TO $QQQ $VOO $SPY"
X Link @Mindset4Money_X 2025-10-18T15:00Z 22.3K followers, 1907 engagements
"5/ $DOCN DigitalOcean DigitalOcean is the underdog of the cloud world serving startups and developers who want to avoid the complexity of AWS. It stands out for its simplicity transparency and tight-knit user community. The company is adding new dev tools and focusing on AI-native companies while gradually increasing revenue per customer without losing its core appeal"
X Link @Mindset4Money_X 2025-06-11T20:38Z 22.3K followers, 4329 engagements
"Here are XX companies expected to grow revenues at a 20%+ YOY over the next X years and still trading under 8x sales: $CDLR Cadeler: XX% $SMCI Super Micro: XX% $HIMS Hims & Hers: XX% $MU Micron: XX% $LMND Lemonade: XX% $MELI MercadoLibre: XX% $DLO DLocal: XX% $CVNA Carvana: XX% $DKNG DraftKings: XX% $ONON On Holding: XX% $DAVE Dave Inc: XX% $BROS Dutch Bros: XX% $SE Sea Ltd: XX% $ELF e.l.f. Beauty: XX% $SOFI SoFi: XX% $GAMB XX% $RIVN Rivian: XX% $TOST Toast: XX% $AMD AMD: XX% $ZETA Zeta Global: XX% Do you own any of these names"
X Link @Mindset4Money_X 2025-06-28T18:58Z 22.3K followers, 55.5K engagements
"2/ $TOST Toast Toast offers a vertically integrated platform for restaurants bundling hardware POS software and payment processing into a single ecosystem. This creates high switching costs and gives Toast room to grow by upselling new high margin software over time. I'm interested in this one"
X Link @Mindset4Money_X 2025-07-08T18:31Z 22.3K followers, 24.3K engagements
"3/ $DLO DLocal Limited DLocal is a key payment infrastructure provider for emerging markets enabling global merchants to accept hundreds of local payment methods through a single API. They deal with massive vendors who want to access untapped geography. Its growth is tied to rising ecommerce in developing countries. TPV continues to climb though its take rate is gradually declining"
X Link @Mindset4Money_X 2025-07-08T18:31Z 22.3K followers, 23.3K engagements
"10 baggers aren't sitting at a $500B market cap they are sitting under $5B with a growth plan still being actively executed. These companies bring something different to industries begging for innovation. Here are some of the most interesting businesses today under a $5B market cap: 1/ $ZETA If you want to invest in a first mover of a space $ZETA is the company. They built their AI tech stack marketing platform X years ago. While other competitors are currently piecing together their own platforms $ZETA is pitching a platform that is mature and tuned out. They will grow by landing large"
X Link @Mindset4Money_X 2025-08-07T20:06Z 22.3K followers, 562.6K engagements
"Financial overview Revenue growth will slow from old rates but still remain in high teens. As $CSU.TO scales they will need bigger acquisitions to move the needle. EPS growth will remain strong. Even with slower revenue growth EPS is expected to chug along at +20% thanks to scale efficiencies and AI improvements. Constellation has a strong history of returns on its investments as shown below. I included ROE but it should be noted this figure is a bit misleading. The software businesses they acquire come with goodwill & intangibles which get amortized over time which reduces the value of"
X Link @Mindset4Money_X 2025-09-30T19:02Z 22.3K followers, 1559 engagements
"Talk about underappreciated growth. $MELI"
X Link @Mindset4Money_X 2025-10-01T19:34Z 22.3K followers, 49.3K engagements
"Brookfield stock price follows distributable earnings. So its a good thing management expects said earnings to double by 2030. Just buy Brookfield and F off. $BN"
X Link @Mindset4Money_X 2025-10-03T13:37Z 22.3K followers, 15.7K engagements
"Here are X companies that have grown their cashflows FASTER than their valuation. And some by quite a bit. 1/ $DUOL Duolingo"
X Link @Mindset4Money_X 2025-10-05T19:20Z 22.3K followers, 103.6K engagements
"2/ $TTD The Trade Desk"
X Link @Mindset4Money_X 2025-10-05T19:20Z 22.3K followers, 13.3K engagements
"3/ $MNDY Monday"
X Link @Mindset4Money_X 2025-10-05T19:20Z 22.3K followers, 12.2K engagements
"4/ $CRM Salesforce"
X Link @Mindset4Money_X 2025-10-05T19:20Z 22.3K followers, 11.9K engagements
"The new release: Athena $ZETA recently announced their super intelligent agent Athena. Its another tool that turns data and insights into action. Marketing managers can work directly with the agent to allocate budgets more effectively ultimately improving ROI. This tool encourages customers to utilize Zeta additional use cases which outlined by management is highly lucrative. Video Credits: @BullTradeFinder"
X Link @Mindset4Money_X 2025-10-10T14:05Z 22.3K followers, 1482 engagements
"Quick review of financial measures (1/2) Revenue growth is accelerating while margins are expanding showing the business is scaling. Share based comp has been high but its trending lower as free cash flow continues to grow showing operational efficiency. They also have about 3x more current assets than debt which means they are financially healthy"
X Link @Mindset4Money_X 2025-10-10T14:05Z 22.3K followers, 1228 engagements
"How do I feel about the Trump and China news Peter Lynch said it best: focus on quality companies that's it. If you spend XX minutes a year on economics you just wasted XX minutes. Nobody can predict the economy"
X Link @Mindset4Money_X 2025-10-10T18:39Z 22.3K followers, 134.5K engagements
"@TheRonnieVShow The only one left out lol"
X Link @Mindset4Money_X 2025-10-15T18:06Z 22.3K followers, 3270 engagements
"Which unloved company is the best deal today - $AMZN @ $XXX - $ADBE @ $XXX - $MELI @ $2042 - $NVO @ $XX - $CRM @ XXX - $FOUR @ $XX - $CSU.TO @ $3925 - $UNH @ $XXX - $PYPL @ $67"
X Link @Mindset4Money_X 2025-10-16T15:33Z 22.3K followers, 98.6K engagements
"Valuation charts for each: $AMZN $ADBE $MELI $NVO"
X Link @Mindset4Money_X 2025-10-16T15:34Z 22.3K followers, 7934 engagements
"$CRM $FOUR $CSU"
X Link @Mindset4Money_X 2025-10-16T15:35Z 22.3K followers, 6615 engagements
"@SoJustFollowMe Love it Denistratos You include CSU there and we have a deal"
X Link @Mindset4Money_X 2025-10-16T15:38Z 22.3K followers, XXX engagements
"@FeroceResearch @Dr_Singularity Damn ๐"
X Link @Mindset4Money_X 2025-10-16T17:01Z 22.3K followers, XX engagements
"I just finished setting up my sons first investing account What should I buy for him"
X Link @Mindset4Money_X 2025-10-18T14:57Z 22.3K followers, 5426 engagements
"3/ Micron - $MU Micron continues to surpass expectations as demand for memory in AI servers and data centers remains strong. DRAM and NAND prices keep climbing and it only feels like the cycle is just starting. Typically competition is a large role here but with the recent national push in the US Micron is set to really benefit. 2Y FWD Rev CAGR: 24.6%"
X Link @Mindset4Money_X 2025-10-18T20:35Z 22.3K followers, 1094 engagements
"4/ Vistra Corp - $VST Sam Altman has said that AI and energy are essentially the same thing. Vistra is an AI infrastructure play with great power generation exposure. They will benefit from rising electricity demand. Its integration of renewables and energy storage is also a bonus for long term upside. 2Y FWD Rev CAGR: 15.4%"
X Link @Mindset4Money_X 2025-10-18T20:35Z 22.3K followers, XXX engagements
"Can we take a moment to appreciate the game of chess Sam Altman is playing In a single summer he reduced OpenAIs dependence on $MSFT by signing a multi-billion dollar deal with $ORCL giving OpenAI access to a second cloud partner and much more leverage on infrastructure costs. Then he locked in partnerships with both primary competitors $NVDA and $AMD not only securing GPU supply at fair prices but also ensuring both chipmakers have a vested interest in OpenAIs growth through direct collaboration and investment. He completely flipped the industry. OpenAI went from needing them to them needing"
X Link @Mindset4Money_X 2025-10-06T16:06Z 22.3K followers, 167.9K engagements
"That being said these are my favorite small cap opportunities today: $ROOT $ZETA $DAVE $GAMB All at great valuations"
X Link @Mindset4Money_X 2025-10-14T20:06Z 22.3K followers, 32.3K engagements
"Since 2020 Amazon has grown its EPS the most out of the X big hyperscalers yet its market cap has increased the least: $META: XXX% $GOOG: XXX% $MSFT: XXX% $AMZN: XXX% Something to think about"
X Link @Mindset4Money_X 2025-10-15T01:02Z 22.3K followers, 32.1K engagements
"@SergioCanoI Public service announcement :)"
X Link @Mindset4Money_X 2025-10-16T16:22Z 22.3K followers, XXX engagements
"There is an easy fix to the problem $AMZN"
X Link @Mindset4Money_X 2025-10-16T18:39Z 22.3K followers, 56.2K engagements
"$ROOT selloff is getting nuts They are basically the cheapest in the industry at this point. despite having so much potential"
X Link @Mindset4Money_X 2025-10-17T13:49Z 22.3K followers, 46.2K engagements
"Do you own any of these names Please like and follow if you enjoyed :) If you want to make charts like me try Fiscal for FREE using the link below:"
X Link @Mindset4Money_X 2025-10-18T20:36Z 22.3K followers, 1573 engagements
/creator/x::Mindset4Money_X