# ![@PronkDaniel Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1355604134.png) @PronkDaniel Daniel Pronk

Daniel Pronk appears to be enthusiastic about certain stocks, including $csu.to, $bn, and $meli. He has been sharing his insights and analysis on these stocks, highlighting their growth potential and strong management teams. Recently, he has been adding to his position in $csu.to, indicating his confidence in the company's prospects.

### Engagements: [------] [#](/creator/twitter::1355604134/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1355604134/c:line/m:interactions.svg)

- [--] Week [-------] -8.70%
- [--] Month [-------] +72%
- [--] Months [---------] +19%
- [--] Year [---------] -12%

### Mentions: [--] [#](/creator/twitter::1355604134/posts_active)
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- [--] Week [--] +20%
- [--] Month [---] +53%
- [--] Months [---] +52%
- [--] Year [---] +29%

### Followers: [------] [#](/creator/twitter::1355604134/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1355604134/c:line/m:followers.svg)

- [--] Week [------] +1.40%
- [--] Month [------] +5.70%
- [--] Months [------] +21%
- [--] Year [------] +49%

### CreatorRank: [-------] [#](/creator/twitter::1355604134/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1355604134/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  44.03% [finance](/list/finance)  28.36% [technology brands](/list/technology-brands)  20.15% [countries](/list/countries)  1.49% [cryptocurrencies](/list/cryptocurrencies)  1.49% [celebrities](/list/celebrities)  0.75% [automotive brands](/list/automotive-brands)  0.75%

**Social topic influence**
[business](/topic/business) 11.94%, [$bn](/topic/$bn) #2, [stocks](/topic/stocks) #3889, [$amzn](/topic/$amzn) #605, [ai](/topic/ai) 9.7%, [growth](/topic/growth) #2125, [$csuto](/topic/$csuto) 8.21%, [$meli](/topic/$meli) #34, [in the](/topic/in-the) 8.21%, [market](/topic/market) 6.72%

**Top accounts mentioned or mentioned by**
[@thewiseic](/creator/undefined) [@widemoatczar](/creator/undefined) [@capexandchill](/creator/undefined) [@ahmedinvests](/creator/undefined) [@lazaroinvestor](/creator/undefined) [@divgrojourney](/creator/undefined) [@stevewps](/creator/undefined) [@bullishbets0](/creator/undefined) [@findleysfinance](/creator/undefined) [@newcomerinvest](/creator/undefined) [@drewcohenmoney](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@kaijukingz94](/creator/undefined) [@gyencha3](/creator/undefined) [@qualityinvest5](/creator/undefined) [@financejack44](/creator/undefined) [@themoatfreak](/creator/undefined) [@jodoughs](/creator/undefined) [@geekdomz](/creator/undefined) [@iamvinod99](/creator/undefined)

**Top assets mentioned**
[Brookfield Corporation (BN)](/topic/$bn) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [MercadoLibre Inc (MELI)](/topic/$meli) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Metadium (META)](/topic/$meta) [Roper Technologies Inc (ROP)](/topic/$rop) [Now Coin (NOW)](/topic/$now) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Intuit Inc. (INTU)](/topic/$intu) [Adobe, Inc. (ADBE)](/topic/$adbe) [Autodesk Inc (ADSK)](/topic/$adsk) [Mastercard, Inc. (MA)](/topic/$ma) [4 (FOUR)](/topic/$four) [Construction Partners, Inc. Class A Common Stock (ROAD)](/topic/$road) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Pegasystems Inc (PEGA)](/topic/$pega) [Qualys, Inc. Common Stock (QLYS)](/topic/$qlys) [Descartes Systems Group Inc (DSGX)](/topic/$dsgx) [AppFolio, Inc. Class A (APPF)](/topic/$appf) [AppLovin Corporation (APP)](/topic/$app) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [Workday Inc (WDAY)](/topic/$wday) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Snowflake Inc. (SNOW)](/topic/$snow) [Salesforce Inc (CRM)](/topic/$crm) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Datadog Inc (DDOG)](/topic/$ddog) [Dynatrace, Inc. (DT)](/topic/$dt) [monday.com Ltd. (MNDY)](/topic/$mndy) [Duolingo, Inc.  (DUOL)](/topic/$duol) [WIX.com Ltd. (WIX)](/topic/$wix) [Docusign Inc (DOCU)](/topic/$docu) [Netflix Inc (NFLX)](/topic/$nflx) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The more I invest the more I find myself attracted to simple ideas. My [--] largest positions are companies that: - Own & operate the backbone of the economy - Buys & fixes beaten down apartment buildings - Maintains critical plants across Australia It doesn't need to be sexy"  
[X Link](https://x.com/PronkDaniel/status/1998099687900119060)  2025-12-08T18:37Z 15.6K followers, [----] engagements


"One business that highlights how boring can outperform is $ROAD. It maintains and builds roads. That's the business. And it's up 800% since 2018"  
[X Link](https://x.com/PronkDaniel/status/1998100175475347850)  2025-12-08T18:39Z 15.6K followers, [----] engagements


"Another $4M+ insider buy on $CSU.TO from Mark Miller"  
[X Link](https://x.com/PronkDaniel/status/2001425924336521627)  2025-12-17T22:54Z 15.6K followers, 17.3K engagements


"$CSU.TO looks attractive here. Continuing to improve and work on these charts (not yet released)"  
[X Link](https://x.com/PronkDaniel/status/2001732999445148100)  2025-12-18T19:15Z 15.6K followers, 24.1K engagements


"Another insider buy $CSU.TO yesterday. $775K worth. Insiders keep buying the dip while the stock trades at a decade-low multiple"  
[X Link](https://x.com/PronkDaniel/status/2008578231642071515)  2026-01-06T16:35Z 15.6K followers, 17.9K engagements


"A quick explanation as to why $BN is my largest holding and I remain bullish on it"  
[X Link](https://x.com/PronkDaniel/status/2008966535726158205)  2026-01-07T18:18Z 15.6K followers, [----] engagements


"Is software truly doomed My thoughts on the continued software sell off: [--]. I don't think anyone knows truly what the software landscape will look like in [--] years. There's more uncertainty and risk in this space as a whole. [--]. Software stocks were selling for all time high multiples right before AI fears began. They were priced for perfection and absolute certainty. [--]. It's clear that AI is rapidly improving and making writing code more of a commodity. Building software and features is getting cheaper and more rapid. [--]. Almost every software stock deserves to be down due to the increased"  
[X Link](https://x.com/PronkDaniel/status/2012223355659718949)  2026-01-16T18:00Z 15.7K followers, 54.4K engagements


"2 DCFs on $CSU.TO: First shows that if CSU can grow FCF by 15% and trade for a [--] P/FCF then it could produce a 20% CAGR. Second shows that 10% FCF growth and a [--] P/FCF produces an 11% CAGR. There's not a lot of expectations being priced in anymore"  
[X Link](https://x.com/PronkDaniel/status/2013682350538789094)  2026-01-20T18:37Z 15.6K followers, 24.9K engagements


"It feels like almost every stock I own has become a battleground stock since about August of last year. $GSY.TO $CSU.TO $TOI.V $VHI.TO $VITB.ST $MEQ.TO $TEA.AX All of these are in meaningful corrections while I believe fundamentals continue to grow"  
[X Link](https://x.com/PronkDaniel/status/2014055124545491081)  2026-01-21T19:18Z 15.6K followers, [----] engagements


"@QualityInvest5 $ROP's application software segment (most similar to $CSU) had a great quarter. CSU has also dominated ROP in terms of revenue per share and FCFPS. Not sure this sell off is a reflection of what CSU will report but the market will be the market"  
[X Link](https://x.com/PronkDaniel/status/2016219599088583130)  2026-01-27T18:39Z 15.6K followers, [----] engagements


"$ROP is down 12% today after reporting earnings and is dragging $CSU down with it. However ROP's application software segment (most similar to CSU) had a great quarter"  
[X Link](https://x.com/PronkDaniel/status/2016233191367942174)  2026-01-27T19:33Z 15.6K followers, 18.4K engagements


"But regardless $CSU has dominated $ROP in terms of FCFPS growth. CSU has compounded FCFPS at 24% annually since vs. ROP's 9% since 2019"  
[X Link](https://x.com/PronkDaniel/status/2016233193930715354)  2026-01-27T19:33Z 15.6K followers, [----] engagements


"I don't think ROP's earnings are a reflection of what's to come for CSU. CSU is clearly the superior operator and ROP's VMS segment saw strong growth. I don't think the selling today makes much sense"  
[X Link](https://x.com/PronkDaniel/status/2016233196614984005)  2026-01-27T19:33Z 15.6K followers, [----] engagements


"One of the most attractive parts of $ASML is its Installed Based Management Revenue. This is recurring revenue that grows with every new machine shipped which is attractive for a more cyclical business. It's up 26% YoY too"  
[X Link](https://x.com/PronkDaniel/status/2016535912268829065)  2026-01-28T15:36Z 15.6K followers, 12.6K engagements


"I just bought more $META. This video explains why. https://youtu.be/kgsbo09tXeA https://youtu.be/kgsbo09tXeA"  
[X Link](https://x.com/PronkDaniel/status/2016654025127842061)  2026-01-28T23:26Z 15.6K followers, [----] engagements


"$META is projecting revenue growth to accelerate to 30% next quarter. OCF also just grew 28% in Q4. I think its capex investments are clearly paying off"  
[X Link](https://x.com/PronkDaniel/status/2016654496412368926)  2026-01-28T23:27Z 15.6K followers, 15.4K engagements


"$NOW is trading for its lowest P/FCF ever. I thought earnings were pretty good and it's expecting 20% revenue growth next year. 30X FCF still isn't necessarily cheap though"  
[X Link](https://x.com/PronkDaniel/status/2016655967614894551)  2026-01-28T23:33Z 15.6K followers, 23.6K engagements


"A quick DCF on $MSFT: If it can continue to grow OCF by 15% and trade for a [--] P/OCF then the stock could produce a 16% CAGR from here. I think these are very realistic numbers too"  
[X Link](https://x.com/PronkDaniel/status/2016926779060150364)  2026-01-29T17:29Z 15.6K followers, 43.8K engagements


"$TOI.V is now at 17X FCF based on my estimates. That's an almost 6% FCF yield on a business growing 20%+ with some of the highest-quality leadership out there. The selling is getting indiscriminate imo"  
[X Link](https://x.com/PronkDaniel/status/2018773697922736568)  2026-02-03T19:48Z 15.6K followers, 25K engagements


"Going through $PYPL's earnings and noticed they only discuss EPS and not the actual earnings figure. Thought this was weird so I looked at the income statement. Earnings declined YoY and EPS is only up due to buybacks. That's not clear anywhere in the PR"  
[X Link](https://x.com/PronkDaniel/status/2018779762563400043)  2026-02-03T20:12Z 15.6K followers, 42.6K engagements


"@DivGrojourney I knew I should have looked into this one on all the trucking fears. Well done"  
[X Link](https://x.com/PronkDaniel/status/2018796436163596309)  2026-02-03T21:19Z 15.6K followers, [----] engagements


"Here's my analysis on $PYPL's earnings and why the stock is down 20%: https://youtu.be/9DRBLkEBAEQ https://youtu.be/9DRBLkEBAEQ"  
[X Link](https://x.com/PronkDaniel/status/2018809582232261033)  2026-02-03T22:11Z 15.6K followers, [----] engagements


"Here's my analysis of $PYPL's earnings why the stock is down 20% and if it's looking cheap now: https://youtu.be/9DRBLkEBAEQ https://youtu.be/9DRBLkEBAEQ"  
[X Link](https://x.com/PronkDaniel/status/2018809709894234139)  2026-02-03T22:11Z 15.6K followers, [----] engagements


"$PYPL saying it'll do $6B in buybacks while guiding for 0% EPS growth tells you net income is projected to decline. Not ideal"  
[X Link](https://x.com/PronkDaniel/status/2018811387829780497)  2026-02-03T22:18Z 15.6K followers, 27.4K engagements


"$CSU.TO / $CSU valuation chart on Stock Unlock. I've been waiting a long time for the valuation to get attractive again and it's finally happened"  
[X Link](https://x.com/PronkDaniel/status/2019150080608010298)  2026-02-04T20:44Z 15.6K followers, 12K engagements


"@bigpoppastonk It'll be launched next week on desktop then will go to the app shortly after"  
[X Link](https://x.com/PronkDaniel/status/2019150760286486904)  2026-02-04T20:47Z 15.6K followers, [---] engagements


"@TheWiseIC My personal opinion is that AVs could potentially lower the cost per ride dramatically as I believe AVs will become normal long term and be preferred. I also think Google could easily add in a "call waymo" button to maps. I'd use it. So idk how UBER plays out long term"  
[X Link](https://x.com/PronkDaniel/status/2019247526432633138)  2026-02-05T03:11Z 15.6K followers, [---] engagements


"@WarwickSimons @BarrySchwartzBW @MoS_Investing Makes no sense. If $CSU is getting 15%+ returns on capital then the stock would have to be 7X FCF before buybacks start to be worth it. That's the whole reason they've never bought back and probably never will. Buying back at even 15X FCF is a waste of money"  
[X Link](https://x.com/PronkDaniel/status/2019249164081852433)  2026-02-05T03:18Z 15.6K followers, [---] engagements


"@SteveWps Yeah it's strange. $TEAM just posted great results and it dropped 9%. It was already 18X FCF and just posted 20%+ growth. The market is in sell anything mode"  
[X Link](https://x.com/PronkDaniel/status/2019556735116275929)  2026-02-05T23:40Z 15.6K followers, [---] engagements


"@WideMoatCzar Agree entirely. They're being conservative but still growing the loan book well above 20%. Imagine when they decide to put the pedal down again"  
[X Link](https://x.com/PronkDaniel/status/2020390492224344476)  2026-02-08T06:53Z 15.6K followers, [---] engagements


"@returnoncap This simply doesn't make any logical sense. I don't get it"  
[X Link](https://x.com/PronkDaniel/status/2020911490522575072)  2026-02-09T17:23Z 15.6K followers, [----] engagements


"@CapexAndChill I heard $MELI might announce $250B in capex now 🤣"  
[X Link](https://x.com/PronkDaniel/status/2019910673980088339)  2026-02-06T23:06Z 15.8K followers, [----] engagements


"Here are the highest scored stocks in the $IGV software ETF. They could be a good hunting ground. $APP $ADBE $QLYS $MSFT $PEGA $ADSK $INTU $DSGX $APPF"  
[X Link](https://x.com/PronkDaniel/status/2022053154284876232)  2026-02-12T21:00Z 15.8K followers, [----] engagements


"$CLBT is a stock I've been following for a while. It's in the cyber crime investigation market and projecting 20% revenue growth. EV/FCF is now [--] as well. The valuation is getting very interesting. (Stock Unlock agrees)"  
[X Link](https://x.com/PronkDaniel/status/2022348081640202259)  2026-02-13T16:32Z 15.8K followers, [----] engagements


"Vitec is another VMS company in my portfolio. Their CEO recently discussed the risks of seat-based pricing customers wanting AI features churn rates and more in the Q4 conference call. I think this applies to all VMS like $CSU $TOI Here's some screenshots from the call:"  
[X Link](https://x.com/PronkDaniel/status/2021264991186235394)  2026-02-10T16:48Z 15.8K followers, 23.1K engagements


"$APP's valuation is surprisingly looking good here. Its fundamentals are also insane with over 60% FCF margins. I might have to dig into this one too"  
[X Link](https://x.com/PronkDaniel/status/2022349334785012209)  2026-02-13T16:37Z 15.8K followers, [----] engagements


"What are some of your best stock ideas for [----] I'd love to take a look and cover some in an upcoming video"  
[X Link](https://x.com/PronkDaniel/status/2009007226967740694)  2026-01-07T21:00Z 15.8K followers, 28K engagements


"I genuinely think this is a net negative for society. I wish we could put this genie back in the bottle. 🔥🚨BREAKING: Hollywood has officially started panicking after Deadpool & Wolverine writer Rhett Reese reacted to viral AI video of Tom Cruise and Brad Pitt fighting over Jeffrey Epstein. Reese: I hate to say it. Its likely over for us. https://t.co/uvCR8mqVRX 🔥🚨BREAKING: Hollywood has officially started panicking after Deadpool & Wolverine writer Rhett Reese reacted to viral AI video of Tom Cruise and Brad Pitt fighting over Jeffrey Epstein. Reese: I hate to say it. Its likely over for"  
[X Link](https://x.com/PronkDaniel/status/2021749545156465021)  2026-02-12T00:53Z 15.8K followers, 14.8K engagements


"@Ahmedinvests @FinanceJack44 I think you can see that $MA was overvalued in [----] / [----]. Fundamentals have now grown faster than the stock price which has led to it getting cheaper. Past returns aren't a good indicator of future returns. Same story goes for $AMZN and $MELI right now"  
[X Link](https://x.com/PronkDaniel/status/2021990358679531554)  2026-02-12T16:50Z 15.8K followers, [---] engagements


"@themoatfreak @LazaroInvestor Bingo. I warned my audience that Q4 had some very challenging numbers to beat from last year. Business is still compounding"  
[X Link](https://x.com/PronkDaniel/status/2022349702587707705)  2026-02-13T16:38Z 15.8K followers, [---] engagements


"I ranked the AI-disruptability risk of the top software stocks in my last video. What are your thoughts $CSU.TO $TEAM $WDAY $SNOW $PANW $CRWD $DDOG $DT $ADSK $NOW $ROP $ADBE $MNDY $CRM $INTU $DUOL $WIX $DOCU"  
[X Link](https://x.com/PronkDaniel/status/2015812280689258534)  2026-01-26T15:41Z 15.8K followers, 60.6K engagements


"$MELI is selling off today because it's seen as the $AMZN of LATAM. But AMZN is selling off due to AWS capex spend. And MELI doesn't have a cloud division. But the market is also efficient"  
[X Link](https://x.com/PronkDaniel/status/2019895118560653562)  2026-02-06T22:04Z 15.8K followers, 29.7K engagements


"$NFLX valuation is starting to become interesting at the same time as fundamentals are remaining healthy. Assuming AI doesn't disrupt all content creation of course"  
[X Link](https://x.com/PronkDaniel/status/2021990944019820735)  2026-02-12T16:53Z 15.8K followers, 14K engagements


"@StockMarketNerd Trains will be next"  
[X Link](https://x.com/PronkDaniel/status/2022041157585580428)  2026-02-12T20:12Z 15.8K followers, [----] engagements


"@LazaroInvestor A lot of people are telling me they didn't like the Q4 numbers"  
[X Link](https://x.com/PronkDaniel/status/2022342776625734126)  2026-02-13T16:11Z 15.8K followers, [----] engagements


"$BN reported flat YoY numbers for Q4 due to a very tough Q4 [--] comparison. I'm seeing lots of investors unhappy about this. However $BN just told us that: - $BAM is accelerating and will continue to do so - WS is projected to grow 20% next year minimum - Realized carry is expected to start ramping in H2 [--] The Q4 [--] numbers could be bonkers if this is all true. Also the operational profits of the business grew 11% for the FY and compounding is continuing. This is a business where you need to zoom out and let compounding do its thing. https://twitter.com/i/web/status/2022352084558057650"  
[X Link](https://x.com/PronkDaniel/status/2022352084558057650)  2026-02-13T16:48Z 15.8K followers, [----] engagements


"🧵 [--] Stocks Looking Cheap - January 2025: [--]. $HIMS - 77% YoY revenue growth accelerating to 90% in Q4 - 2M+ subscribers 44% YoY growth - 49% market share in US telehealth - Trading at 18x FCF despite 70%+ growth (Last Q annualized) - Strong marketing ROI with 1yr payback"  
[X Link](https://x.com/anyuser/status/1878702551031570621)  2025-01-13T07:16Z 15.8K followers, 99.2K engagements


"This business is trading for 10X earnings. There's absolute steals in the international markets. Hint:"  
[X Link](https://x.com/anyuser/status/1948035963630019038)  2025-07-23T15:02Z 15.8K followers, 34.5K engagements


"Casual $80B deal between $BN $CCJ and the U.S Government this morning. I will continue to bang the drum that Brookfield is one of the best positioned companies in the world to capitalize on the build out of AI infrastructure"  
[X Link](https://x.com/anyuser/status/1983196996778529088)  2025-10-28T15:39Z 15.8K followers, 15.7K engagements


"$GSY.TO growth rates are probably going to accelerate in [----]. This is because the YoY interest rate cap headwinds will mostly be gone. Growth will more closely match the loan book growth again (which was 24% last Q)"  
[X Link](https://x.com/PronkDaniel/status/2020264495537385718)  2026-02-07T22:32Z 15.8K followers, [----] engagements


"Overall Vitec's quarter gives us a good look into the VMS space and AI disruption risk. The CEO reports that the business: - Isn't seeing AI risks materialize - Customers don't want change - Customers aren't building their own software - Customers are going to Vitec to build AI features - Churn is still low - Revenue is at an all time high and accelerating - Organic growth is accelerating - AI is providing revenue tailwinds - Experimenting with value-based pricing I think this applies to all VMS like $CSU $TOI $LMN etc"  
[X Link](https://x.com/PronkDaniel/status/2021265005321257138)  2026-02-10T16:48Z 15.8K followers, [----] engagements


"So $BAM quietly increased its 5-yr annual earnings guidance to 20%. It's looking like it's offering a lot of value today"  
[X Link](https://x.com/PronkDaniel/status/2021271359079543239)  2026-02-10T17:13Z 15.8K followers, [----] engagements


"@JoDoughS Same here. I am giga-long $BN"  
[X Link](https://x.com/PronkDaniel/status/2021273013245837333)  2026-02-10T17:20Z 15.8K followers, [---] engagements


"I'm mentally preparing for $BN to report great results tomorrow and for the stock to be down 10%. That's just the theme right now"  
[X Link](https://x.com/PronkDaniel/status/2021637770679398741)  2026-02-11T17:29Z 15.8K followers, 12.9K engagements


"The charts I've been sharing are now available on Stock Unlock You can now see a stock's valuation and fundamental score today and throughout history. Here's an example on $GOOG. You can try it out now"  
[X Link](https://x.com/PronkDaniel/status/2021744570779021454)  2026-02-12T00:34Z 15.8K followers, [----] engagements


"$AMZN valuation score is now back to being very undervalued on Stock Unlock. What do you think Also these charts are now live"  
[X Link](https://x.com/PronkDaniel/status/2021745159315370467)  2026-02-12T00:36Z 15.8K followers, 12.4K engagements


"$MA really has some of the most ridiculous fundamentals I've ever seen. It's not looking expensive here either"  
[X Link](https://x.com/PronkDaniel/status/2021970748081156419)  2026-02-12T15:32Z 15.8K followers, 15.8K engagements


"@DrewCohenMoney I've been thinking about this and it seems investors believe the bull case when the stock is rising and the bear case when the stock is falling. It's very interesting"  
[X Link](https://x.com/PronkDaniel/status/2022066491496313272)  2026-02-12T21:53Z 15.8K followers, [----] engagements


"@Trader_Keith $BAM is accelerating and expected to continue doing so in [----]. WS is expected to have (at minimum) another 20% growth year. Realized carry is expected to ramp in the second half of [----]. We might see some bonkers numbers by Q4 2026"  
[X Link](https://x.com/PronkDaniel/status/2022349030681182450)  2026-02-13T16:35Z 15.8K followers, [----] engagements


"@GeekDomz I've commented on it. Check his comments"  
[X Link](https://x.com/PronkDaniel/status/2022355357696467441)  2026-02-13T17:01Z 15.8K followers, [--] engagements


"@joecarlsonshow I feel this exact same way but about $BN lol. If I had simply just full-ported BN I'd have done so much better and outperformed"  
[X Link](https://x.com/PronkDaniel/status/2022375107910680644)  2026-02-13T18:19Z 15.8K followers, [----] engagements


"@iam_vinod99 @joecarlsonshow @bjmtweets once told me that putting MORE money into a stock like $BN or $MELI could actually increase my portfolio's diversification due to how diversified these businesses are. I think about that often"  
[X Link](https://x.com/PronkDaniel/status/2022390307804057682)  2026-02-13T19:19Z 15.8K followers, [---] engagements


"While software stocks continue crashing some of the actual businesses continue compounding. $CSU $CSU buys a Colombian firm Suplos that provides a digital ecosystem that automates the entire sourcing cycle from budget to payment through solutions that integrate artificial intelligence advanced analytics and consultative support. $CSU 12th investment in LatAm https://t.co/BxeeMLRvEL $CSU buys a Colombian firm Suplos that provides a digital ecosystem that automates the entire sourcing cycle from budget to payment through solutions that integrate artificial intelligence advanced analytics and"  
[X Link](https://x.com/PronkDaniel/status/2021992341155066002)  2026-02-12T16:58Z 15.8K followers, [----] engagements


"So wait. Claude has seat based pricing Does this mean they're disrupting themselves too"  
[X Link](https://x.com/PronkDaniel/status/2022040919764349266)  2026-02-12T20:11Z 15.8K followers, 28.5K engagements


"$BN is my largest position by far and it just reported its earnings. I just posted a video sharing my thoughts expectations and what I'm doing now: https://youtu.be/klfKw2DKy0o https://youtu.be/klfKw2DKy0o"  
[X Link](https://x.com/PronkDaniel/status/2022082261198471575)  2026-02-12T22:55Z 15.8K followers, [----] engagements


"@_SeanDavid Why haven't they built their own. Amateurs"  
[X Link](https://x.com/PronkDaniel/status/2022168543094276468)  2026-02-13T04:38Z 15.8K followers, [----] engagements


"@garbage27442 @iam_vinod99 @joecarlsonshow @bjmtweets $MELI operates across many geographies in LATAM and has an ecommerce advertising fintech and lending business. It's actually very diversified"  
[X Link](https://x.com/PronkDaniel/status/2022419181019500849)  2026-02-13T21:14Z 15.8K followers, [---] engagements


"$BAM was up yesterday because of the $PKST acquisition. But it's also down today because of the PKST acquisition. AI is going to disrupt everything though"  
[X Link](https://x.com/PronkDaniel/status/2018740798129602907)  2026-02-03T17:38Z 15.8K followers, [----] engagements


"@BullishBets0 No I don't think so. $BAM is still 25X DE with 17% annual projected growth. $BN is 18X DE with 25% projected growth. BN is cheaper and growing faster"  
[X Link](https://x.com/PronkDaniel/status/2018771617623769494)  2026-02-03T19:40Z 15.8K followers, [---] engagements


"It seems investors are so worried about AI disruption that they're rotating into things like $WMT at 44X earnings. Leave what's down to enter something more risky seems to be the play today"  
[X Link](https://x.com/PronkDaniel/status/2018775108182036598)  2026-02-03T19:54Z 15.7K followers, [----] engagements


"@banana_capital_ Non-GAAP works better for PYPL since it removes unrealized gains on investments and a one-time tax benefit. it's a better reflection of the business's actual profits"  
[X Link](https://x.com/PronkDaniel/status/2018809458277916721)  2026-02-03T22:10Z 15.7K followers, [----] engagements


"@TheWiseIC @BullishBets0 Yep I still own $GSY.TO and have nibbled in the $120s. Next earnings will be interesting. They usually give guidance with the Q4 report"  
[X Link](https://x.com/PronkDaniel/status/2018822197788529096)  2026-02-03T23:01Z 15.8K followers, [---] engagements


"Many stocks are trading like they're already being disrupted by AI. Or in other words as if AI has already won. The last time I saw something like this was when people believed OpenAI won against $GOOG"  
[X Link](https://x.com/PronkDaniel/status/2018886649795563686)  2026-02-04T03:17Z 15.8K followers, 20.5K engagements


"Question about $BAM: It's reported that its annualized carried interest is now $1.2B. This assumes that its targets are met on existing funds. Should you add this value to current earnings to get a better view of how the business is being valued"  
[X Link](https://x.com/PronkDaniel/status/2019083854473314663)  2026-02-04T16:21Z 15.8K followers, [----] engagements


"This isn't guaranteed earnings so it would increase risk of you being wrong. But assuming $BAM meets all is targets then this would be the annual earnings value on realized carried interest - which is lumpy and will mostly be delayed"  
[X Link](https://x.com/PronkDaniel/status/2019083856499093509)  2026-02-04T16:21Z 15.8K followers, [----] engagements


"If $BAM can meet its targets and grow DE by 17% annually and maintain a [--] P/DE: Then the stock could compound by 16% annually from here. This also does not factor in realized carry which should become meaningful over time. Not bad"  
[X Link](https://x.com/PronkDaniel/status/2019105110811636199)  2026-02-04T17:45Z 15.8K followers, [----] engagements


"$NOW's valuation score on Stock Unlock is starting to look very interesting. These charts and scores will be launched next week"  
[X Link](https://x.com/PronkDaniel/status/2019148168127033669)  2026-02-04T20:36Z 15.7K followers, [----] engagements


"$MSFT is now below its P/OCF multiple during the [----] correction and during the [----] crash. It's really starting to look interesting"  
[X Link](https://x.com/PronkDaniel/status/2019443117611467155)  2026-02-05T16:08Z 15.7K followers, 22.1K engagements


"$BAM Fee Related Earnings are accelerating - which is exactly what they said would happen. Margins are at all time highs and they expect the acceleration to continue in [----]. Solid"  
[X Link](https://x.com/PronkDaniel/status/2019457763995492512)  2026-02-05T17:07Z 15.7K followers, [----] engagements


"It's starting to get very challenging to know where to deploy cash. That's a good sign"  
[X Link](https://x.com/PronkDaniel/status/2019540457982665072)  2026-02-05T22:35Z 15.7K followers, 25.7K engagements


"$AMZN AWS and advertising growth are clearly reaccelerating and people are worried about capex Haven't the hyperscalers proved capex is paying off"  
[X Link](https://x.com/PronkDaniel/status/2019541083785678881)  2026-02-05T22:38Z 15.8K followers, 14.5K engagements


"Just [--] months ago stocks would skyrocket on announcing they're working with OpenAI. Now they tank on the same news. That should tell you everything you need to know about short-term price action"  
[X Link](https://x.com/PronkDaniel/status/2019542007639859366)  2026-02-05T22:41Z 15.8K followers, [----] engagements


"$AMZN is down 10% after earnings. In this video I share my thoughts and what I'm doing with my position now: https://youtu.be/OLLhwiT-fMg https://youtu.be/OLLhwiT-fMg"  
[X Link](https://x.com/PronkDaniel/status/2019554173893980162)  2026-02-05T23:30Z 15.8K followers, [----] engagements


"Here's the link to the video where I discussed my reasoning: https://youtu.be/FkAWDCk--aAt=264 https://youtu.be/FkAWDCk--aAt=264"  
[X Link](https://x.com/PronkDaniel/status/2019910521101910227)  2026-02-06T23:06Z 15.8K followers, [----] engagements


"$AMZN is once again trading for a great price. Its valuation score on Stock Unlock also looks good again. (Last time it was this good was April of 2025). /Long"  
[X Link](https://x.com/PronkDaniel/status/2020893603602858286)  2026-02-09T16:12Z 15.8K followers, 10.3K engagements


"- Vitec is using the same AI tools that everyone has access to - The thought of VMS companies rolling over is silly - VMS providers have customer relationships trust and data to leverage AI and add value - They're not seeing the risks materialize in their business"  
[X Link](https://x.com/PronkDaniel/status/2021264993161773551)  2026-02-10T16:48Z 15.7K followers, [----] engagements


"- AI so far is increasing revenue more than cutting costs. - Vitec reported 8% YoY organic growth which was an acceleration - The numbers and CEO suggest AI is a tailwind for growth"  
[X Link](https://x.com/PronkDaniel/status/2021264996248731780)  2026-02-10T16:48Z 15.8K followers, [----] engagements


"@rintu1232000 It doesn't work 100% for every stock right now. It's using FCF on META and not OCF. We're still improving"  
[X Link](https://x.com/PronkDaniel/status/2022040131625267205)  2026-02-12T20:08Z 15.8K followers, [--] engagements


"Yeah I used to be a photographer pre-covid and had a real estate photography business. Now I think about how much I could use AI to do the editing etc. Eventually AI will just do it all for you though. You could probably use a phone camera and ask for a professional version of the photo. Idk. It's going to get weird. https://twitter.com/i/web/status/2022077397982740652 https://twitter.com/i/web/status/2022077397982740652"  
[X Link](https://x.com/PronkDaniel/status/2022077397982740652)  2026-02-12T22:36Z 15.8K followers, [--] engagements


"I am doubling down on stocks I own that have seen steep sell offs while fundamentals are at all time highs and continue to grow. Looking back on 2025/2026 will be very interesting either way. $TEA.AX is a perfect example"  
[X Link](https://x.com/PronkDaniel/status/2019202342017511445)  2026-02-05T00:12Z 15.8K followers, [----] engagements


"The tech sector has seen a huge sell off. So we made a free screen of all the top-rated tech stocks on Stock Unlock. You can see the list in the comments"  
[X Link](https://x.com/PronkDaniel/status/2019466163772600575)  2026-02-05T17:40Z 15.8K followers, [----] engagements


"@mister_theta @DanielCDrolet I'm not buying just sharing that it's worth looking into"  
[X Link](https://x.com/PronkDaniel/status/2022462524239511997)  2026-02-14T00:06Z 15.8K followers, [--] engagements


"One thing interesting about the $GOOG report: It's officially taking on debt to buy back stock. I don't know why these companies don't just cut the dividends and buyback programs and plow it all into their capex. (Like $AMZN does)"  
[X Link](https://x.com/anyuser/status/1948116703642304671)  2025-07-23T20:23Z 15.8K followers, 19.6K engagements


"$TSLA production is flat YoY while deliveries are down 13%. This led to inventory being up 33% even though the average selling price of vehicles is going down. Yikes"  
[X Link](https://x.com/anyuser/status/1948120940614725851)  2025-07-23T20:40Z 15.8K followers, 19.1K engagements


"$BN hitting new all time highs again. I find it enjoyable to bet against the crowd ignore the noise focus on the facts and be rewarded for doing so. Congrats to those who bought at ridiculously cheap prices over the past couple years. It's my first [--] figure gain. 💯🥂"  
[X Link](https://x.com/anyuser/status/1950604167703347425)  2025-07-30T17:07Z 15.8K followers, 13.7K engagements


"$AMZN earnings look okay. $META & $MSFT definitely had stronger results. - AWS revenue isn't accelerating like MSFT and $GOOG - AWS operating margin declined quite a bit QoQ - OCF is at an all time high of $121B - Advertising revenue accelerated to 23% Still not bad"  
[X Link](https://x.com/anyuser/status/1951021476628537577)  2025-07-31T20:45Z 15.8K followers, 15.5K engagements


"Interesting point in $AMZN report: They're not spending a single penny on buybacks or dividends. They're plowing every available dollar into growth capex. Amazon is the outlier amongst the other cloud/AI megacaps on this front"  
[X Link](https://x.com/anyuser/status/1951025338206859693)  2025-07-31T21:01Z 15.8K followers, 31.1K engagements


"AWS backlog is up 25% YoY to $195B $AMZN"  
[X Link](https://x.com/anyuser/status/1951034061662855537)  2025-07-31T21:35Z 15.8K followers, 12.1K engagements


"$AMZN call wasn't good. Answers were way too long and the reason for AWS growth lagging $GOOG & $MSFT was basically: "We have a larger base" & "What matters is customer experience." This is a non-answer imo. This is when the stock sold off"  
[X Link](https://x.com/anyuser/status/1951040924202705238)  2025-07-31T22:02Z 15.8K followers, 85.8K engagements


"I don't own payment processors but man $FOUR is looking interesting here. - Founder and largest shareholder is buying - 20%+ revenue growth - 19X FCF - Reasonable amount of SBC - History of successful acquisitions"  
[X Link](https://x.com/anyuser/status/1955304180777693213)  2025-08-12T16:23Z 15.8K followers, 22.7K engagements


"Just booked a $20K loss on a position I've owned for a while $NOA.TO. I don't believe in only sharing my successes as it's not genuine or a reflection of how investing really is. No stock-picker is going to bat 100%. However how you respond to failures is what determines your success. I can sit here and be upset that I just lost $20K or I can be thankful for the experience learn from it and use the lessons to become better. I'm going to choose the latter"  
[X Link](https://x.com/anyuser/status/1956027158352290121)  2025-08-14T16:16Z 15.8K followers, 15.7K engagements


"Straight up @chamath offering SPACs is a red flag for me. That's a huge signal that the market is frothy again"  
[X Link](https://x.com/anyuser/status/1957871587971199324)  2025-08-19T18:25Z 15.8K followers, 18K engagements


"I went to a wedding about a month ago and saw someone that I haven't seen in roughly [--] years. This person has always doubted me and was very vocal about how I wasn't ever going to become successful. He came up to me at the wedding and said "I never thought you were smart enough to make it. I'm surprised you did." He even introduced me to people and said this to others. My response was: "We usually project how we view ourselves and our own limitations onto others so no hard feelings." This was my first experience seeing someone from a past life after becoming who I am today. It was really"  
[X Link](https://x.com/anyuser/status/1964012322542014480)  2025-09-05T17:06Z 15.8K followers, 21.9K engagements


"Skepticism is gone from the market. $ORCL is saying it will basically build AWS in [--] years and no one seems to be stopping to ask "how" $AMZN $MSFT $GOOG $META are all struggling to build enough infrastructure. How does Oracle plan to do so"  
[X Link](https://x.com/anyuser/status/1965804860408058044)  2025-09-10T15:49Z 15.8K followers, 90.9K engagements


"$BN had its investor day yesterday and the market is responding well with new all time highs. The business is projecting 25% annual growth for the next [--] years. At 19X DE it's (surprisingly) still looking cheap. Congrats to all shareholders 💯🙏"  
[X Link](https://x.com/anyuser/status/1966151719798337903)  2025-09-11T14:47Z 15.8K followers, 16.8K engagements


"$BN hits another new all time high. My best investment decision ever was trusting Bruce Flatt and going 25% Brookfield in 2022"  
[X Link](https://x.com/anyuser/status/1968340594620764363)  2025-09-17T15:45Z 15.8K followers, 22.5K engagements


"$MELI is looking very cheap here. Political noise and competition aren't new"  
[X Link](https://x.com/anyuser/status/1974228169910624677)  2025-10-03T21:40Z 15.8K followers, 20.7K engagements


"I'm seeing people place 10X sales terminal valuations on $NBIS $IREN & $CRWV. These are high-capex businesses that will probably have razor-thin profit margins long-term. But let the music play I guess"  
[X Link](https://x.com/anyuser/status/1974503068399288765)  2025-10-04T15:53Z 15.8K followers, 63.7K engagements


"Peter Lynch saying he has zero AI stocks is kind of legendary. He's stuck to his investing style and still believes in knowing what you own"  
[X Link](https://x.com/anyuser/status/1975251161184936027)  2025-10-06T17:25Z 15.8K followers, 21.5K engagements


"$TOI.V is now trading for 22.6X FCF generation + ownership. I think this is a very compelling price for a world-class company with great management that's also growing 20%+"  
[X Link](https://x.com/anyuser/status/1975955189371977973)  2025-10-08T16:03Z 15.8K followers, 23.9K engagements


"The $MELI thesis is becoming to digitize everything in LATAM"  
[X Link](https://x.com/anyuser/status/1976345477835784347)  2025-10-09T17:54Z 15.8K followers, 16.5K engagements


"This company: - In the cybersecurity space - Grew revenues 32% YoY last Q - Has an 86% gross margin - 25% FCF margin - 45% insider ownership - Just started expanding globally - Is 16X EV/FCF"  
[X Link](https://x.com/anyuser/status/1976724589649764602)  2025-10-10T19:00Z 15.8K followers, 52.1K engagements


"I love investing in companies that buy back stock when it's undervalued. This means my ownership of the business increases as the share price falls. It's also a sign of management that knows how to intelligently deploy capital in a way that creates value for shareholders"  
[X Link](https://x.com/anyuser/status/1978881203282526533)  2025-10-16T17:50Z 15.8K followers, 13.3K engagements


"Analysts are expecting $7.2B of revenue for $MELI Q3. This would put it at a [---] P/S multiple once reported. That's the lowest multiple since the pit of the [----] financial crisis which was [---] and MELI's all time low. I don't love the P/S ratio but that's pretty wild"  
[X Link](https://x.com/anyuser/status/1979576763295682952)  2025-10-18T15:54Z 15.8K followers, 13.6K engagements


"$CSU.TO is trading for 18X [----] FCF estimates. It's one of the most impressive compounders I've ever seen with a fantastic management team. It's finally looking interesting again"  
[X Link](https://x.com/anyuser/status/1980729258105512130)  2025-10-21T20:13Z 15.8K followers, 31.2K engagements


"My buying history on $CSU.TO. It's nice to be adding to this one again"  
[X Link](https://x.com/anyuser/status/1981054130656596294)  2025-10-22T17:44Z 15.8K followers, 18.2K engagements


"I own stocks where every time I read and learn more about them I feel like I don't own enough. It's a very good feeling. $MELI / $BN / $CSU.TO / $TEA.AX are some examples"  
[X Link](https://x.com/anyuser/status/1981749080335474995)  2025-10-24T15:46Z 15.8K followers, 18.4K engagements


"We just got our wedding photos back I definitely married up and secured the bag 😍"  
[X Link](https://x.com/PronkDaniel/status/1982511443556868551)  2025-10-26T18:15Z 15.8K followers, 18.5K engagements


"The market is really going to sell off $MELI due to some slight margin compression from growth investments. - [--] straight quarters of 30%+ growth - 39% growth this Q - Growth is accelerating - Market share is growing Wild"  
[X Link](https://x.com/anyuser/status/1983648044001399026)  2025-10-29T21:32Z 15.8K followers, 24.4K engagements


"$MELI had no business being down after its report yesterday. Seems the market caught on"  
[X Link](https://x.com/anyuser/status/1983918446564749613)  2025-10-30T15:26Z 15.8K followers, 11.4K engagements


"This is the first time $AMZN's Q3 advertising revenue has been higher than the previous year's Q4. We could be in for a monster Q4"  
[X Link](https://x.com/anyuser/status/1984027655705158084)  2025-10-30T22:40Z 15.8K followers, 17.1K engagements


"$AMZN produced $35.5B in operating cash flow and spent $35.1B on capex this Q. Every available dollar is going into capex now. Amazon is able to do this because it doesn't have dividends or share buybacks to commit to"  
[X Link](https://x.com/anyuser/status/1984037504379654587)  2025-10-30T23:19Z 15.8K followers, 20.6K engagements


"Anyone notice how tariffs weren't mentioned on the $AMZN call There's a lesson in there"  
[X Link](https://x.com/anyuser/status/1984292690008424799)  2025-10-31T16:13Z 15.8K followers, 25.2K engagements


"I feel like an entire year has happened in the market today"  
[X Link](https://x.com/PronkDaniel/status/1986502857617801474)  2025-11-06T18:36Z 15.8K followers, 15.7K engagements


"$BN is down 7% after what I thought was a solid report. The business is continuing to chug along. However I think the market is focused on the short term deceleration of DE growth. Here's a screenshot from the new Stock Unlock app. (Try it out it's great)"  
[X Link](https://x.com/anyuser/status/1989043622319391150)  2025-11-13T18:52Z 15.8K followers, 20.7K engagements


"@ripinupwax @firus04 I own and $CU.TO. The latter isn't obvious in the financials because they sold off coal assets in previous years. This caused metrics to drop but now they're coming back strong. http://CPX.TO http://CPX.TO"  
[X Link](https://x.com/PronkDaniel/status/1624797512099041280)  2023-02-12T15:48Z 15.8K followers, [--] engagements


"Had Westjet cancel a flight on me last minute before. Didn't ever rebook my flight or give me a refund. I had to book another flight out of pocket with $AC.TO I avoid Westjet now which sucks as it's a Calgarian company. WestJet just announced the cancellation of nearly all flights in Calgary and they are NOT rebooking and told us that we are likely wasting our time This is the 4th day in a row of cancellations for us We have rebooked with Air Canada out of pocket at inflated prices as we https://t.co/w9MC5Kex5C WestJet just announced the cancellation of nearly all flights in Calgary and they"  
[X Link](https://x.com/PronkDaniel/status/1886891370700242951)  2025-02-04T21:35Z 15.6K followers, [----] engagements


"I'll say it: I don't think $CMG.TO is the next $CSU.TO Acquisitions and business seems lower-quality"  
[X Link](https://x.com/PronkDaniel/status/1889734708205871107)  2025-02-12T17:53Z 15.8K followers, 10.2K engagements


"I've found so many interesting Japanese stocks. I'm considering buying a handful of them and having my own little Japanese ETF in my portfolio. I really am struggling to choose one over the others"  
[X Link](https://x.com/PronkDaniel/status/1932542314733556188)  2025-06-10T20:56Z 15.7K followers, 11.9K engagements


"@bravosatya @orryano Nope I sold $ATD.TO a while ago. $CASY in the U.S is proving to be a much better business. ATD is really struggling to grow while its competitor is doing great. I don't like this"  
[X Link](https://x.com/PronkDaniel/status/1938424551005917271)  2025-06-27T02:30Z 15.8K followers, [---] engagements


"@Cutter1616 @bravosatya @orryano Yeah I think $ATD.TO needs 7/11 to really move the needle in terms of growth now. They're just such a huge company that tuck ins aren't going to do much anymore. They've had a great run but they're struggling now"  
[X Link](https://x.com/PronkDaniel/status/1938435699482808413)  2025-06-27T03:14Z 15.8K followers, [---] engagements


"I've been running some DCFs on $FOUR. Based on their 3-yr guidance of $1B in free cash flow the stock looks ridiculously mispriced. Even with a [--] P/FCF it could produce a 42% CAGR from here. Why doesn't the market like this stock"  
[X Link](https://x.com/PronkDaniel/status/2007164771783848367)  2026-01-02T18:59Z 15.7K followers, 37.2K engagements


"What is the best stock to buy right now Let me know in the comments. I will take a look at the replies and make a video analyzing some of the top ones"  
[X Link](https://x.com/PronkDaniel/status/1673450456012685313)  2023-06-26T21:57Z 15.8K followers, 14.7K engagements


"It's wild that stocks like $OPEN $BYND $OTLY and $SKLZ are having rallies. They're probably zeros long-term"  
[X Link](https://x.com/PronkDaniel/status/1946227618300432453)  2025-07-18T15:16Z 15.8K followers, [----] engagements

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