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# ![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::815339814874652672.png) @QualityInvest5 Aria Radnia

Aria Radnia posts on X about $googl, $asml, $fi, asml the most. They currently have XXXXXX followers and 1119 posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::815339814874652672/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::815339814874652672/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +74%
- X Months XXXXXXXXX +16%
- X Year XXXXXXXXXX +328%

### Mentions: XXX [#](/creator/twitter::815339814874652672/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::815339814874652672/c:line/m:posts_active.svg)

- X Week XXX +23%
- X Month XXX +36%
- X Months XXXXX -XX%
- X Year XXXXX +20%

### Followers: XXXXXX [#](/creator/twitter::815339814874652672/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::815339814874652672/c:line/m:followers.svg)

- X Week XXXXXX +1.50%
- X Month XXXXXX +8.20%
- X Months XXXXXX +50%
- X Year XXXXXX +290%

### CreatorRank: XXXXXXX [#](/creator/twitter::815339814874652672/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::815339814874652672/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::815339814874652672/influence)
---

**Social category influence**
[stocks](/list/stocks)  #3603 [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [exchanges](/list/exchanges)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$googl](/topic/$googl) #1518, [$asml](/topic/$asml) #10, [$fi](/topic/$fi) #2, [asml](/topic/asml) #20, [$fico](/topic/$fico) #16, [$uber](/topic/$uber) #86, [$adbe](/topic/$adbe) #9, [stocks](/topic/stocks) #3276, [$pypl](/topic/$pypl) #256, [$spgi](/topic/$spgi) #15

**Top accounts mentioned or mentioned by**
[@newcomerinvest](/creator/undefined) [@tacticzh](/creator/undefined) [@meeijer](/creator/undefined) [@theeuinvestor](/creator/undefined) [@saynototrading](/creator/undefined) [@grok](/creator/undefined) [@inxpensveinvest](/creator/undefined) [@capexandchill](/creator/undefined) [@teechongyen](/creator/undefined) [@wealthmatica](/creator/undefined) [@george_dubs_](/creator/undefined) [@michaelchutney](/creator/undefined) [@mmoney642](/creator/undefined) [@fiscoraoriginal](/creator/undefined) [@jonnagap](/creator/undefined) [@dumbobservation](/creator/undefined) [@thelongaj](/creator/undefined) [@moontasia18491](/creator/undefined) [@beatriz190121](/creator/undefined) [@dividendg_web3](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Fiserv, Inc. (FI)](/topic/$fi) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Adobe, Inc. (ADBE)](/topic/$adbe) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [S&P Global Inc (SPGI)](/topic/$spgi) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Taiwan Semiconductor (TSM)](/topic/$tsm) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Cream (CRM)](/topic/$crm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Shopify Inc (SHOP)](/topic/$shop) [Moody's Corporation (MCO)](/topic/$mco) [Msci Inc (MSCI)](/topic/$msci) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Effect.AI (EFX)](/topic/$efx) [Morningstar, Inc. (MORN)](/topic/$morn) [Spotify Technology (SPOT)](/topic/$spot) [General Electric Company (GE)](/topic/$ge) [monday.com Ltd. Ordinary Shares (MNDY)](/topic/$mndy) [Salesforce Inc (CRM)](/topic/salesforce) [Heroes of NFT (HON)](/topic/$hon) [Mastercard, Inc. (MA)](/topic/$ma) [KLA Corp (KLAC)](/topic/$klac) [Ferrari N.V. (RACE)](/topic/$race) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Reddit, Inc. (RDDT)](/topic/$rddt) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Gartner Inc (IT)](/topic/$it) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Brookfield Corporation (BN)](/topic/$bn) [Dash (DASH)](/topic/$dash) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Microsoft Corp. (MSFT)](/topic/microsoft) [Apple, Inc. (AAPL)](/topic/$aapl) [Synopsys, Inc. (SNPS)](/topic/$snps) [Canadian Pacific Railway (CP)](/topic/$cp)
### Top Social Posts [#](/creator/twitter::815339814874652672/posts)
---
Top posts by engagements in the last XX hours

"@mply_cap i think were a small mjnority on this earth bro when i started getting excited about the $HON aerospace spin out i knew it was over for me"  
[X Link](https://x.com/QualityInvest5/status/1979040053826314334) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T04:21Z 12.5K followers, XXX engagements


"AI disrupting $CSU.TO might singlehandedly be the stupidest narrative Ive ever heard in all my time investing"  
[X Link](https://x.com/QualityInvest5/status/1978945479569211414) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T22:05Z 12.5K followers, 5448 engagements


"@StockMarketNerd Long live the Uber Mafia 🫡"  
[X Link](https://x.com/QualityInvest5/status/1978517643108786306) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T17:45Z 12.5K followers, 1056 engagements


"After researching it more Ive come to the realization that $PYPL ads will grow to $20B by next year This has made me re-think my XX% position in $AMZN and XX% $GOOGL I think I will sell at the open and buy $PYPL the new CLEAR ad winner instead Also the buybacks 🤯"  
[X Link](https://x.com/QualityInvest5/status/1977832531878977630) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-13T20:23Z 12.5K followers, 29.9K engagements


"Want to invest in wide moat stocks Here are a few categories to choose from: Financial Services 💹 S&P Global $SPGI Moody's $MCO Visa or Mastercard $V $MA MSCI $MSCI Fair Isaac $FICO Big Tech Amazon $AMZN Google $GOOGL Microsoft $MSFT Meta $META Apple $AAPL Semis🧑🏭 ASML $ASML TSMC $TSM Synopsis $SNPS Nvidia $NVDA KLA Corp $KLAC Industrials✈ Canadian Pacific $CP TransDigm $TDG Safran $SAF.PA General Electric $GE HEICO $HEI Other Tech🤳 Netflix $NFLX Uber $UBER Spotify $SPOT Booking(.)com $BKNG Airbnb $ABNB Software💻 Intuit $INTU Salesforce $CRM Workday $WDAY ServiceNow $NOW Shopify $SHOP"  
[X Link](https://x.com/QualityInvest5/status/1969450653597491668) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-20T17:16Z 12.5K followers, 36.5K engagements


"@DeepIceValue yup classic cigar butt stock. it might be good for one last puff but thats about it man from all directions the moat is eroding and this is a FACT. good lucking pivoting to ads"  
[X Link](https://x.com/QualityInvest5/status/1978109912719753599) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T14:45Z 12.5K followers, XXX engagements


"What would you change about this portfolio $AMZN $GOOGL $ASML $UBER $FICO $FI $TMDX $ADBE $HIMS"  
[X Link](https://x.com/QualityInvest5/status/1971364091232125306) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-26T00:00Z 12.5K followers, 27.1K engagements


"If $PYPL can manage low teens FCF per share or EPS growth the stock will work Im just not confident in them achieving that level of growth over the next few years 🤷♂ And Im not too confident in that ads business turning into an overnight success either"  
[X Link](https://x.com/QualityInvest5/status/1975978261063885085) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-08T17:35Z 12.5K followers, 7242 engagements


"Portfolio Update Oct XX 2025 Alright this should be fun. So first of all as I've discussed for a few months now I finally cut $HIMS which was always a spec position and I never intended to hold onto it long term. I think I bought it halfway through May so roughly X months of ownership Next you'll see that $FI is missing Now this one I also intend to sell eventually but I actually haven't sold it yet (technically even tho it's missing). I instead converted my shares to ITM LEAP options which is similar to what Bill Ackman did with his $NKE position except those were likely at a much lower"  
[X Link](https://x.com/QualityInvest5/status/1978564351759106270) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T20:51Z 12.5K followers, 11.5K engagements


"@fiscorainvest @dividenddutchie i did video on $SAF which is $GE's counterpart. Very solid niche of the industrial space"  
[X Link](https://x.com/QualityInvest5/status/1976279736608489889) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T13:33Z 12.5K followers, XXX engagements


"We're on pace for THE WORST single-day drop in Ferrari stock's history Investors were disappointed with the modest 2030 guidance revealed in their capital markets day: - X% rev CAGR - XXXX% EPS CAGR - Operating Margin increase to XX% (from 28) $RACE currently down -17%"  
[X Link](https://x.com/QualityInvest5/status/1976338293848760442) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T17:25Z 12.5K followers, 18.8K engagements


"that reliance on google issue i do share with you i think just like how $META overnight was screwed by apple privacy changes and Zuck claims years later their revenues wouldve doubled had it not happened. Exact same thing or even WORST can happen to reddit if google sours on their approach to prioritizing reddit answers in search. Thin rope to be walking but nonethless i think the business can survive even if changes were made"  
[X Link](https://x.com/QualityInvest5/status/1978842514938376564) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T15:16Z 12.5K followers, XX engagements


"$SPGI is probably one of the easiest longs in the market right now: - One of the widest moats on the planet - Double-digit revenue growth - Trading at just 24x FCF Probably the easiest outperformance you can buy right now NFS 🤷♂"  
[X Link](https://x.com/QualityInvest5/status/1978122627844551124) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T15:36Z 12.5K followers, 26.2K engagements


"August 1st 2025 Bought a starter position in $FICO at X% ish. Risk v reward is quite attractive here at 40x fwd P/E given the growth + moat profile of this business. Funded using all cash $ASML remains at the top of the watchlist and frankly I think that might be the better buy here. But I already have a position AND I've been dying to get into $FICO for over X years now. Cheers"  
[X Link](https://x.com/QualityInvest5/status/1951364578694095038) [@QualityInvest5](/creator/x/QualityInvest5) 2025-08-01T19:29Z 12.5K followers, 77.9K engagements


"I'm still more bullish on the Eats ads. This is cool too. They should create ads like "Stop by for a coffee" where Starbucks can pay for an ad in the Uber app that directs your drive to a Starbucks on the way to pick up a coffee. Obviously everybody should be appropriately compensated but there are many situations where people are hungry in an Uber you know $UBER"  
[X Link](https://x.com/QualityInvest5/status/1978843219124228415) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T15:19Z 12.5K followers, 9631 engagements


"$ASML goes up more on $TSM s earnings than its own earnings Lol"  
[X Link](https://x.com/QualityInvest5/status/1978817893119701502) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T13:38Z 12.5K followers, 5725 engagements


"Next up gonna make this dune meme but for mortgages"  
[X Link](https://x.com/QualityInvest5/status/1976311139316433237) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T15:37Z 12.5K followers, 6395 engagements


"After the -X% drop last Thursday S&P now trades at: - 29x trailing P/FCF - Low to mid-teens FCF per share growth - One of the widest moats of any business on Earth Is $SPGI starting to look attractive again"  
[X Link](https://x.com/QualityInvest5/status/1969929400650211614) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-22T00:59Z 12.5K followers, 17.5K engagements


"LOTS of passion went into this one 😅 While others shill the stock to cozy up to the CEO for an interview Ill tell it straight: the moat and financials are deteriorating And a hail-merry ads business wont save them. New $PYPL video out now 👇"  
[X Link](https://x.com/QualityInvest5/status/1977157654146695443) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-11T23:41Z 12.5K followers, 28.2K engagements


"@QualityGrowthFV Easily overtake $AMZN market cap"  
[X Link](https://x.com/QualityInvest5/status/1978321695548039420) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T04:47Z 12.5K followers, XXX engagements


"$FICO up another X% $UBER at all time highs No more $GOOGL bear takes $ASML is above $1000 Life is good"  
[X Link](https://x.com/QualityInvest5/status/1974125783863152823) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-03T14:53Z 12.5K followers, 11.8K engagements


"Just found one of the only ways to get exposure to Andurils success 👀 Kraken Robotics supplies them with critical underwater batteries and sensors (which are proprietary to Kraken) $KRKNF $PNG.V"  
[X Link](https://x.com/QualityInvest5/status/1974866355435483298) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-05T15:56Z 12.5K followers, 34.4K engagements


"New video covering the $FICO vs $EFX situation btw Disclaimer: Nothing can impact $FICO's moat"  
[X Link](https://x.com/QualityInvest5/status/1976315092619931667) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T15:53Z 12.5K followers, 3395 engagements


"Never did I ever imagine Id see bad sentiment and bearish takes on $CSU.TO Arguably the most durable stable long term compounder of all time Stock is expensive at 25x FCF LOL"  
[X Link](https://x.com/QualityInvest5/status/1971279638090613177) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-25T18:24Z 12.5K followers, 3885 engagements


"@SayNoToTrading $FI has more diversified business segments than $GPN but yeah the debt is worrisome"  
[X Link](https://x.com/QualityInvest5/status/1976277266108940499) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T13:23Z 12.5K followers, XXX engagements


"Fiserv is still arguably one of the best opportunities in the market - X% TTM Buyback yield - 13x P/FCF (lowest valuation this decade) - Wide moat in some segments with XX% retention rate narrower moat in other segments like Clover I overall still like the set up here $FI"  
[X Link](https://x.com/QualityInvest5/status/1971758494236950544) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-27T02:07Z 12.5K followers, 16.9K engagements


"@everydaystocksx PRICE. DICTATES. SENTIMENT"  
[X Link](https://x.com/QualityInvest5/status/1978867908093575261) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T16:57Z 12.5K followers, XXX engagements


"@DimitryNakhla didnt realize ge vernova growing THAT fast wow"  
[X Link](https://x.com/QualityInvest5/status/1977432789533282608) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-12T17:54Z 12.5K followers, XXX engagements


"$ASML up X% in overnight trading off the report But obviously we have a long way until the open and anything can happen"  
[X Link](https://x.com/QualityInvest5/status/1978330255015211275) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T05:21Z 12.5K followers, 18.1K engagements


"Has anyone realized just how cheap Accenture has gotten This isn't some narrow moat garbage retailer. we're talking about one of the biggest and most important professional services in the WORLD Stupidly cheap $ACN"  
[X Link](https://x.com/QualityInvest5/status/1971743314568429597) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-27T01:06Z 12.5K followers, 72.2K engagements


"During the peak $FICO selloff you could've almost bought $FICO and $EFX at the same valuation One of them grows significantly faster and has a MUCH better moat 👀"  
[X Link](https://x.com/QualityInvest5/status/1976279368692568457) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T13:31Z 12.5K followers, 2828 engagements


"@SayNoToTrading Morningstar is a super solid business they own PitchBook for privates Morningstar Direct which is a capIQ competitor i believe and also they sell data just like S&P as well its like S&P if you got rid of the indices business and put EVEN more emphasis on the data tools"  
[X Link](https://x.com/QualityInvest5/status/1966427252301725950) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-12T09:02Z 12.5K followers, XXX engagements


"@longoption meanwhile he was one of the key people who STARTED AWS the ignorance is insane"  
[X Link](https://x.com/QualityInvest5/status/1978156441509752860) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T17:50Z 12.5K followers, XXX engagements


"@Aulakhszn shift X is a fascinating case too i like $fi because its a conglomerate of paymentech and banking software so not pure play on a commoditized industry even tho i dont think that matters much"  
[X Link](https://x.com/QualityInvest5/status/1978944956359114975) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T22:03Z 12.5K followers, XXX engagements


"My returns in the reply if any of you were curious. Steadily climbing towards 100K USD btw 😉"  
[X Link](https://x.com/QualityInvest5/status/1974172128678457547) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-03T17:58Z 12.5K followers, 19.7K engagements


"Congrats $AMD bros 😳"  
[X Link](https://x.com/QualityInvest5/status/1975187529638002830) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-06T13:12Z 12.5K followers, 4313 engagements


"I find it hilarious how Ebay has more than tripled the performance of PainPal XX years after the spin-off $PYPL $EBAY"  
[X Link](https://x.com/QualityInvest5/status/1970983969320730722) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-24T22:49Z 12.5K followers, 3698 engagements


"Its insane how many views such random channels get and how good the production quality is Bullish YT $GOOG $GOOGL"  
[X Link](https://x.com/QualityInvest5/status/1976128133536321990) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T03:30Z 12.5K followers, 2814 engagements


"@George_Dubs_ @DeepIceValue Did you just completely ignore me asking for any details as to how this business will be successful and instead give me meaningless numbers on a graph from projections made by AI U JUST PROVED MY POINT 😂😂"  
[X Link](https://x.com/QualityInvest5/status/1978288291704131658) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T02:34Z 12.5K followers, XX engagements


"LVMH the parent of Louis Vuitton Dior and more is now trading near its lowest multiple in X years. At what point does this world-class luxury empire become too cheap to ignore $LVMH $MC.PA"  
[X Link](https://x.com/QualityInvest5/status/1931410225342374150) [@QualityInvest5](/creator/x/QualityInvest5) 2025-06-07T17:57Z 12.5K followers, 58K engagements


""10T opportunity guys" . basically the Nvidia of language learning $DUOL"  
[X Link](https://x.com/QualityInvest5/status/1974928132596813921) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-05T20:02Z 12.5K followers, 26K engagements


"Origination Securitization $FICO Securitization market share is XX% and thats where they derive their moat from No credit score at any price vantage or other can damage securitization"  
[X Link](https://x.com/QualityInvest5/status/1975964553231073287) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-08T16:40Z 12.5K followers, 2934 engagements


"$ASML earnings in two days"  
[X Link](https://x.com/QualityInvest5/status/1977469417198891333) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-12T20:20Z 12.5K followers, 9929 engagements


"This ones an exception $RMS.PA"  
[X Link](https://x.com/QualityInvest5/status/1967244694196543682) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-14T15:10Z 12.5K followers, 5545 engagements


"Say what you want about Robinhood's ridiculous valuation. I've NEVER seen such rapid margin improvement in any business. ever $HOOD"  
[X Link](https://x.com/QualityInvest5/status/1976328103250342011) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T16:45Z 12.5K followers, 50.7K engagements


"@Sloth_Investing Google pay apple pay and in the case of P2P payments competitors are charging 10x less or free in many cases"  
[X Link](https://x.com/QualityInvest5/status/1978514571276009703) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T17:33Z 12.5K followers, XX engagements


"Did you guys know about this $GOOGL $SQSP"  
[X Link](https://x.com/QualityInvest5/status/1976389323340775917) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T20:48Z 12.5K followers, 2598 engagements


"Pets(.)com of 2000 bubble is that you $OKLO"  
[X Link](https://x.com/QualityInvest5/status/1978156899481604251) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T17:52Z 12.5K followers, 5632 engagements


"Portfolio Update Sept X 2025 Zero changes. Just the stocks in of themselves moved around a bit. Namely $GOOGL which has been a rocket and $ASML shooting up a cool XX% since the last update. I continue to want to sell out of $HIMS & $FI in the next 1-2 quarters or so. Both are fundamentally great businesses I just don't want to have stocks that I babysit and when I bought into them I told myself neither would be longer term holds anyways. I'd probably roll the small XXX% $HIMS position into $TMDX or maybe another speculative bet. And $FI I'd likely roll into a mixture of $ASML and $UBER"  
[X Link](https://x.com/QualityInvest5/status/1965326678525165671) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-09T08:09Z 12.5K followers, 72.6K engagements


"At this rate $ORCL is either gonna turn out like $NVDA or Enron No in-between"  
[X Link](https://x.com/QualityInvest5/status/1979029782630154360) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T03:40Z 12.5K followers, 2714 engagements


"Up XX% since that last tweet . now trades 17x EV/EBIT $LVMH $LVMUY $MC.PA"  
[X Link](https://x.com/QualityInvest5/status/1978486661152407670) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T15:42Z 12.5K followers, 3429 engagements


"adobe is growing sales double digit and still owns the lion share of revenues in its industry. Similar to MSFT office vs google suite of products. Adobe will own majority of the dollar market share of the design industry and Canva Figma Affinity Capcut and the other sea of competitiors will own majority user base market share In fact they already do Depending on the verticla adobe has 60-80% market share (in revenue terms). Where as canva alone has 10x the users of Adobe RIGHT NOW. Nevermind Capcut and the tik tok editors mob LOL Point is they dont have the life cycle of paypal because theyre"  
[X Link](https://x.com/QualityInvest5/status/1978490906283028781) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T15:59Z 12.5K followers, XXX engagements


"Bought a starter in Adober $ADBE at $XXX - 19x SBC adjusted P/FCF - 15%+ FCF per share growth - X% share reduction (likely to continue) IMO you simply can't lose at these prices. I wanna make it a 10%+ position over the next little while"  
[X Link](https://x.com/QualityInvest5/status/1967661152944656431) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-15T18:45Z 12.5K followers, 70.4K engagements


"@makeminea_99 "buzzword and buzzword and buzzword and did i mention for XX years we've done buzzword and you know what jimmy it's all just SO incredible what Salesforce has achieved. " LOL"  
[X Link](https://x.com/QualityInvest5/status/1978317347334086901) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T04:29Z 12.5K followers, XXX engagements


"$UBER just closed above $XXX 😆"  
[X Link](https://x.com/QualityInvest5/status/1975293204204597553) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-06T20:12Z 12.5K followers, 2779 engagements


"Optically cheap but based off historicals we're getting up there $TSM"  
[X Link](https://x.com/QualityInvest5/status/1976011060827312213) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-08T19:45Z 12.5K followers, 3509 engagements


"$RELY's customer count has grown at XX% per year. FOR X YEARS STRAIGHT. Absolutely disgusting"  
[X Link](https://x.com/QualityInvest5/status/1974174649887174709) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-03T18:08Z 12.5K followers, 4121 engagements


"All of the financial services stocks are down today S&P Global $SPGI -XXX% Moody's $MCO -XXX% Morningstar $MORN -XXX% MSCI $MSCI -XXX% Why 🤔"  
[X Link](https://x.com/QualityInvest5/status/1968756271189741957) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-18T19:17Z 12.5K followers, 50.7K engagements


"Portfolio Update Sept XX 2025 Bought a starter X% position in $ADBE and I'm hoping to make it XX% position in the future (I have zero cash atm). $ASML with its meteoric rise today overtook $UBER as my 3rd biggest position"  
[X Link](https://x.com/QualityInvest5/status/1968760021455454268) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-18T19:32Z 12.5K followers, 88.8K engagements


"$CRM should comfortably be worth $XXX per share or thereabouts Now that its guiding for multi-year double digit rev growth. 25x FCF = $XXX stock price ISNT unreasonable Perhaps even a more aggressive 30x multiple depending on how those buybacks go margin expansion"  
[X Link](https://x.com/QualityInvest5/status/1979037929952440747) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T04:13Z 12.5K followers, 2329 engagements


"@mply_cap where do i start my research on $tdg"  
[X Link](https://x.com/QualityInvest5/status/1968857017486885221) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-19T01:57Z 12.5K followers, XXX engagements


"NGL this is super impressive for a company of their size if they can achieve it. If theyre guiding for 10%+ organic growth now 16x FCF isnt just undervalued its CRAZY cheap $CRM"  
[X Link](https://x.com/QualityInvest5/status/1978605417480479126) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T23:34Z 12.5K followers, 11.1K engagements


"@teechongyen pypl is the only deserved one"  
[X Link](https://x.com/QualityInvest5/status/1978317445996716318) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T04:30Z 12.5K followers, XXX engagements


"@weary_centurion @teechongyen XX% rev growth soon"  
[X Link](https://x.com/QualityInvest5/status/1979192077666680951) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T14:25Z 12.5K followers, XX engagements


"Google is also a toll-booth One of my mini bear cases on Reddit has always been how much control Google has over their business $GOOGL $RDDT"  
[X Link](https://x.com/QualityInvest5/status/1974693531559288920) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-05T04:30Z 12.5K followers, 5680 engagements


"PSA: $EFX can drop the price of their scores to $XXXX and it still wouldnt hurt $FICO FICOs moat doesnt come from underwriting (pulling the score at the time of a loan decision) It comes from securitization where they have a XX% market share See below for explanation"  
[X Link](https://x.com/QualityInvest5/status/1975941235698491571) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-08T15:07Z 12.5K followers, 7911 engagements


"@InvestingVisual i think tsm should be same level as asml no"  
[X Link](https://x.com/QualityInvest5/status/1974912815745102124) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-05T19:01Z 12.5K followers, 1372 engagements


"Double the growth for a slightly higher PE Granted not a direct comparison because one's a PSP and the other a card network But both are benefitting from the same secular growth trends in the same industry $ADYEN $MA"  
[X Link](https://x.com/QualityInvest5/status/1969947286869626881) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-22T02:10Z 12.5K followers, 3597 engagements


"Took me a week but I FINALLY found it $IBKR Gross margins vs. Operating margins"  
[X Link](https://x.com/QualityInvest5/status/1978846104138440773) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T15:30Z 12.5K followers, 10.4K engagements


"Massive Brazilian tilt in $MELI's revenues With Argentina and Mexico shaping up as the next big growth engines"  
[X Link](https://x.com/QualityInvest5/status/1976332065311453628) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T17:00Z 12.5K followers, 5817 engagements


"$TSM stock now starts with a X 🤯 I remember when this was a dead stock at $XX with guaranteed China invasion coming soon Congrats bulls"  
[X Link](https://x.com/QualityInvest5/status/1975229496833065289) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-06T15:59Z 12.5K followers, 4035 engagements


"I love Spotify as much as anyone But lets be honest here most of the gains these past X years come from multiple expansion not real growth This will not continue. $SPOT"  
[X Link](https://x.com/QualityInvest5/status/1975202574057021813) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-06T14:12Z 12.5K followers, 5351 engagements


"Wise is firing on ALL cylinders - more customers - more spending volume - and higher balances in customers' accounts And unlike everyone's favourite value trap (PainPal) their take rate is moving up not down 🤷♂ $WISE.L"  
[X Link](https://x.com/QualityInvest5/status/1973086883593781376) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-30T18:05Z 12.5K followers, 4169 engagements


"@comolokkkocu They're just foregoing the credit bureaus and selling directly to lenders. some new revenue capture but majorirty of the business is orange arrow in securitization"  
[X Link](https://x.com/QualityInvest5/status/1976397486580433067) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T21:20Z 12.5K followers, XX engagements


"@Joycz_ are we talking about $NOW or $ADBE I was saying that about $NOW being expensive. Im very bullish on $ADBE at these prices and i think with a re rate it can run 50%+ in a short period of time (kinda like google yk)"  
[X Link](https://x.com/QualityInvest5/status/1978491542957404375) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T16:01Z 12.5K followers, XX engagements


"Is there any better way to wake up than this $FICO up a whopping XX% in pre market $ASML up another X% nearly +50% YTD Quality bros were SO back"  
[X Link](https://x.com/QualityInvest5/status/1973719058836304167) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-02T11:57Z 12.5K followers, 10.6K engagements


"Some pretty sizeable drawdowns for the financial data stocks S&P Global $SPGI -XX% Morningstar $MORN -XX% Factset $FDS -XX% Gartner $IT -XX% Any interest"  
[X Link](https://x.com/QualityInvest5/status/1970501404990001277) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-23T14:51Z 12.5K followers, 24.6K engagements


"$FICO INTRADAY HIGH WAS UP XX% DO YOU KNOW WHAT WE CALL THAT"  
[X Link](https://x.com/QualityInvest5/status/1973774327414665669) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-02T15:37Z 12.5K followers, 5649 engagements


"SEE I TOLD YOU IT'S A BLACK BOX AND WILL EVENTUALLY DROP $BN -XX% 🥳"  
[X Link](https://x.com/QualityInvest5/status/1976693789910876244) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-10T16:58Z 12.5K followers, 21.7K engagements


"@PronkDaniel $FI right now 👀"  
[X Link](https://x.com/QualityInvest5/status/1978887819553604037) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T18:16Z 12.5K followers, XXX engagements


"as an investor do yourself a favour and never invest in airlines $SAVE"  
[X Link](https://x.com/QualityInvest5/status/1961566827697344717) [@QualityInvest5](/creator/x/QualityInvest5) 2025-08-29T23:09Z 12.5K followers, 7496 engagements


"Dark horse candidate for acquisition by either $UBER or $DASH in the next XX years: HelloFresh the worlds largest meal-kit delivery company. With brands like Green Chef Factor and EveryPlate $HFG commands roughly XX% market share in its category. The stock is down XX% from all-time highs as sales have recently started to decline. the markets pessimism is understandable. But at todays valuation its hard to ignore: - Trading at just 0.19x TTM sales - Generated 7B in revenue and 4.5B in gross profit over the past year - Market cap: only 1.1B 🤯 Thats wild for a business of this scale. Theres"  
[X Link](https://x.com/QualityInvest5/status/1974668757608886547) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-05T02:51Z 12.5K followers, 20.7K engagements


"Surely over time a greater % of people in foreign countries invest in their local public markets and all countries look more similar to the US right Within a generation or so i think👌"  
[X Link](https://x.com/QualityInvest5/status/1979023780845330874) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T03:16Z 12.5K followers, 3593 engagements


"Just like that the BIGGEST drawdown in Constellation's history after it was announced that Mark Leonard is resigning. $CSU.TO now trades at just 25x FCF slightly below its 10-year average of 27x This is a CLEAR buying opportunity in my eyes"  
[X Link](https://x.com/QualityInvest5/status/1971217129279283380) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-25T14:16Z 12.5K followers, 29.6K engagements


"GoDaddy's an interesting business because XX% of the revenues are reccuring. People keep paying for their domain every year $GDDY"  
[X Link](https://x.com/QualityInvest5/status/1936058806846558704) [@QualityInvest5](/creator/x/QualityInvest5) 2025-06-20T13:49Z 12.5K followers, 1803 engagements


"@NewcomerInvest Nice try bro $shop exists"  
[X Link](https://x.com/QualityInvest5/status/1977764406957047924) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-13T15:52Z 12.5K followers, XXX engagements


"How does one short gold Wtf is this nonsense seriously 🤦♂"  
[X Link](https://x.com/QualityInvest5/status/1978607421497946338) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T23:42Z 12.5K followers, 25.6K engagements


"After today's events: The company with XX% OPERATING margins on its core business is about to have even higher margins with faster growth and a wider moat Winners keep winning. $FICO"  
[X Link](https://x.com/QualityInvest5/status/1973877849087169012) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-02T22:28Z 12.5K followers, 6653 engagements


"Oh boy thats ugly maybe i gotta redirect my $PYPL criticism elsewhere 😬 $XYZ"  
[X Link](https://x.com/QualityInvest5/status/1979028994314944580) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T03:37Z 12.5K followers, 8656 engagements


"which great innovations list every single one of them and give me a reason they will succeed and how dont tell me theyre working on adverising tell me how and where theyll place these ads / why will it be a good business seriously you guys all say theres SOO many innovations the company is working on. but i think thats just a recycled talking point because the CEO said on a call they have SOO many innovations blah blah without giving any details reminds me of Karp saying theyre the best product because theyre the best product and they can charge the most because theyre the best product LOL 😂"  
[X Link](https://x.com/QualityInvest5/status/1978246680420979009) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T23:48Z 12.5K followers, XX engagements


"it's a fine line but i think just like how most people prefer to read the actual email as opposed to the AI summary of it. Majority of people who want answers from reddit want to read actual replies from real people and exactly what they said. Perhpas for longer replies $RDDT themselves can put a summary button into reddit and BOOM Moat intact 😎"  
[X Link](https://x.com/QualityInvest5/status/1978823533615529985) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T14:01Z 12.5K followers, XX engagements


"$ADYEN starting to get interesting again. - 35x forward P/E - 25%+ projected EPS growth - Wide-moat stemming from high authorization rates and switching costs Ideally I would've sold $FI by now 😅"  
[X Link](https://x.com/QualityInvest5/status/1967943664459800591) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-16T13:28Z 12.5K followers, 4098 engagements


"Side note: Unlike $PYPL $UBER has REAL surface area even with such puny ads like the ones displayed in the rides app At least it's some place where you can put an ad that makes sense. Eg "buy a Starbucks coffee on your way to work" and that's clear ROI for $SBUX"  
[X Link](https://x.com/QualityInvest5/status/1978845156880105774) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T15:27Z 12.5K followers, 4310 engagements


"5. $GOOGL Google - Internet Search Google is synonymous with internet search providing the most comprehensive and reliable search results. When people need information they turn to $GOOG setting the standard for search engines"  
[X Link](https://x.com/QualityInvest5/status/1968027801786957913) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-16T19:02Z 12.5K followers, XXX engagements


"Another quarter of disappointing performance for Polen Capital: XXXX% YTD net of fees vs. S&P's XXXXX% My biggest gripe with them is the sheer amount of activity EVERY single quarter and often selling undervalued companies for overvalued names because they have momentum in them. This strategy is fine and you can make money doing it But when you claim to place emphasis "on durable high-quality businesses" Then start trading in and out of positions every quarter with resulting in like XX% annual turnover . IDK man"  
[X Link](https://x.com/QualityInvest5/status/1977033429582586359) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-11T15:27Z 12.5K followers, 40.4K engagements


"FANTASTIC post on $GE $TDG and how the new $HON spin-off will fit into all of this Looks very intriguing 👀"  
[X Link](https://x.com/QualityInvest5/status/1968984473757728791) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-19T10:24Z 12.5K followers, 5022 engagements


"@ArneUlland i have anchoring bias when initiating a position since i saw $adyen at $XX its a bit hard for me to buy at $XX $XX $XX even though its good value still"  
[X Link](https://x.com/QualityInvest5/status/1974523697533964335) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-04T17:15Z 12.5K followers, XXX engagements


"6. $FICO Fair Isaac - Consumer Credit Scores FICO is the gold standard in credit scoring powering decisions for lenders banks and investors worldwide. FICO is the trusted backbone of consumer finance and the standard for assessing credit quality - even after origination"  
[X Link](https://x.com/QualityInvest5/status/1968027806300094522) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-16T19:02Z 12.5K followers, 1135 engagements


"@Invesquotes ur intuition is wrong this quarter we going UP"  
[X Link](https://x.com/QualityInvest5/status/1978216655365800103) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T21:49Z 12.5K followers, XXX engagements


"@HatedMoats sold it at a single digit % loss TWO YEARS ago to buy google at XXX it hurt me so bad dude i have nightmares about it every night 😱"  
[X Link](https://x.com/QualityInvest5/status/1977851630285471787) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-13T21:39Z 12.5K followers, XXX engagements


"Electronic Arts the studio behind FIFA Madden Battlefield and The Sims is getting scooped up by private equity for $55B And once they roll out a SaaS model for game ownership this revenue chart is gonna go nuclear 🤣 $EA +5% today"  
[X Link](https://x.com/QualityInvest5/status/1972672134980768060) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-29T14:37Z 12.5K followers, 3533 engagements


"Sora X just killed Adobe. $ADBE"  
[X Link](https://x.com/QualityInvest5/status/1974515683947110862) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-04T16:43Z 12.5K followers, 67.5K engagements


"Its wild how $TSLA keeps soaring on hype and empty promises while the fundamentals fall apart. Good luck"  
[X Link](https://x.com/QualityInvest5/status/1975214630273479163) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-06T15:00Z 12.5K followers, 25.2K engagements


"Guccis parent company $KER is in REAL trouble The stocks doubled since the April lows yet is still down XX% from the ATH All the while revenue growth has been falling off a cliff Has the red python lost its flair 💔🐍"  
[X Link](https://x.com/QualityInvest5/status/1978489229798703350) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T15:52Z 12.5K followers, 2441 engagements


"BOOM. $UBER THE TRAVEL AGGREGATOR BEGINS"  
[X Link](https://x.com/QualityInvest5/status/1975599161165664657) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-07T16:28Z 12.5K followers, 12.4K engagements


"No BS no nonsense I think $FI has 2x potential over the next X years with conservative assumptions and a modest re-rating. Projections (next X years): XXX% revenue growth (below guidance of 10%) XX% FCF margins (no improvement) X% buyback yield (theyre currently at XX% allocating XXX% of FCF to buybacks lol) Now heres where it gets fun 👇 Over the past decade $FI has averaged a XXX% FCF yield (23x P/FCF) Im not saying it needs to re-rate back there. BUT even a small jump from 12.5x to 15x FCF gives you roughly a XX% CAGR over the next X years with the above assumptions (base case) 🟡 What if"  
[X Link](https://x.com/QualityInvest5/status/1978877290038604286) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T17:34Z 12.5K followers, 6492 engagements


"Efficient market hypothesis Theres no alpha in mega caps $META $NFLX $AMZN $GOOGL"  
[X Link](https://x.com/QualityInvest5/status/1977080902879789565) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-11T18:36Z 12.5K followers, 9382 engagements


"FinTwit had a MELTDOWN over the weekend over a XXX% drawdown in the index I can't wait to see the next 2022-style bear market LOL $SPY"  
[X Link](https://x.com/QualityInvest5/status/1978125711320785216) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T15:48Z 12.5K followers, 3134 engagements


"@mply_cap thanks man this is super helpful aerospace stocks are so cool 🙌"  
[X Link](https://x.com/QualityInvest5/status/1968862976699445352) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-19T02:21Z 12.5K followers, XXX engagements


"The better share cannibal fintech with a core business that isn't being disrupted and a top-line that's ACTUALLY GROWING $FI $PYPL"  
[X Link](https://x.com/QualityInvest5/status/1977435218454905314) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-12T18:04Z 12.5K followers, 14.1K engagements


"I'm starting to get the hype now 8x forward FCF for 20%+ top-line growth $FOUR"  
[X Link](https://x.com/QualityInvest5/status/1976010184452653165) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-08T19:41Z 12.5K followers, 67.3K engagements


"Is Google starting to get expensive $GOOG $GOOGL"  
[X Link](https://x.com/QualityInvest5/status/1978822836388024709) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T13:58Z 12.5K followers, 16K engagements


"Airbnb can take up to XX businesses days to refund a cancellation I bet they're really happy with all that float $ABNB"  
[X Link](https://x.com/QualityInvest5/status/1973076099102863387) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-30T17:22Z 12.5K followers, 2851 engagements


"Secret $FICO bull thesis 😂"  
[X Link](https://x.com/QualityInvest5/status/1977763248536494184) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-13T15:47Z 12.5K followers, 6407 engagements


"My completely analytical and extremely sophisticated prediction for this earnings is +12% because its a new all time high 🧐 $ASML"  
[X Link](https://x.com/QualityInvest5/status/1978156002357747988) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T17:48Z 12.5K followers, 6125 engagements


"@TheEUInvestor i going to full port $pypl at open best opportunity of all time easy XX bagger just like meta which also is doing advertising right have u heard about the buyback yield bro"  
[X Link](https://x.com/QualityInvest5/status/1977855230222991751) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-13T21:53Z 12.5K followers, 1724 engagements


"$MNDY today gives me 2023 $PAYC vibes Slowing growth while ramping profits market cant decide how to value it so it slashes the sales multiple"  
[X Link](https://x.com/QualityInvest5/status/1975958730954174473) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-08T16:17Z 12.5K followers, 1749 engagements


"Salesforce VP tryna sell me Agentforce 🤣 $CRM"  
[X Link](https://x.com/QualityInvest5/status/1976693152720560153) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-10T16:55Z 12.5K followers, 5090 engagements


"Insane chart game 👇"  
[X Link](https://x.com/QualityInvest5/status/1977081543588798559) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-11T18:39Z 12.5K followers, 4989 engagements


"At $XXX $SPGI is the cheapest its been since the IHS Markit merger. One of the worlds highest-quality businesses with a solid low to mid teens growth profile. Looks like a steal right about now 🧐"  
[X Link](https://x.com/QualityInvest5/status/1916545377475686552) [@QualityInvest5](/creator/x/QualityInvest5) 2025-04-27T17:30Z 12.5K followers, 14.2K engagements


"i just tweeted about how as soon as stock goes down people want the head of the CEO but i actually think in this case its time for benioff to step away or move to Chair position on board hes not a day to day operations ceo hes a relationship builder and marketing head if the company and thats a role reserved for the Chair of the company not CEO"  
[X Link](https://x.com/QualityInvest5/status/1978246962332762473) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T23:50Z 12.5K followers, XXX engagements


"Ferrari $FACE in the low 300s gets more interesting IMO. Will be trading at 23/24x forward EV/EBIT. Similarly valued to something like $SPGI today which I regard as another super wide-moat compounder with low teens EPS growth"  
[X Link](https://x.com/QualityInvest5/status/1976368762216722832) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T19:26Z 12.5K followers, 9843 engagements


"Case and point why the PE ratio is complete garbage. We have geniuses seeing the stock fall looking at the PE and concluding that $CSU.TO is still overvalued Meanwhile the PE ratio isn't reflective of CSU's actual earnings AT ALL"  
[X Link](https://x.com/QualityInvest5/status/1971292047396176238) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-25T19:13Z 12.5K followers, 6996 engagements


"Zillow has how many monthly actives $ZG"  
[X Link](https://x.com/QualityInvest5/status/1908589048626630919) [@QualityInvest5](/creator/x/QualityInvest5) 2025-04-05T18:34Z 12.5K followers, 2775 engagements


"I am praying for another swing at $SHOP if this tariff stuff escalates. Not buying in the $70-$85 range earlier this year haunts me every night 😅"  
[X Link](https://x.com/QualityInvest5/status/1976835815302201636) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-11T02:22Z 12.5K followers, 5414 engagements


"REMINDER: $ADBE is STILL a cash machine. 15%+ EPS growth just from revenue and buybacks no miracles needed. And its trading at an eye-watering 15x earnings. Cheers"  
[X Link](https://x.com/QualityInvest5/status/1975633126924882155) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-07T18:43Z 12.5K followers, 28.4K engagements


"WTF CASE AND POINT A FEW SENTENCES LATER THEY BOUGHT $ADBE THEN TRIMMED IT WITHIN THE SAME QUARTER ARE WE BEING SERIOUS HERE"  
[X Link](https://x.com/QualityInvest5/status/1977035213248376988) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-11T15:35Z 12.5K followers, 9680 engagements


"@macaronicapital the plot thickens you can pay for your driver to pick you up starbucks before you get into the ride 😆😆😆"  
[X Link](https://x.com/QualityInvest5/status/1979022034240704880) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T03:09Z 12.5K followers, XX engagements


"$PYPL Is The Clearest Case of Innovator's Dilemma I've EVER Seen. but nobody wants to admit it I don't wanna single this guy out but this just speaks to a WAY bigger issue I see in investing ALL THE TIME which has to do with "narrative-based thinking" Completely following the narrative blindly usually when a stock is down but in this case it's following the bull case that PayPal will spawn an ads business and pump our bags up. If you do any sort of first principles thinking into the feasibility of PayPal launching an ads business. You quickly start to realize they don't ACTUALLY have the"  
[X Link](https://x.com/QualityInvest5/status/1978319475066720539) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T04:38Z 12.5K followers, 6666 engagements


"I'm eyeing a X% spec position perhaps a swap with $HIMS"  
[X Link](https://x.com/QualityInvest5/status/1978521578317947310) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T18:01Z 12.5K followers, 1107 engagements


"10T TAM THIS IS EASILY A 100X OPPORTUNITY AND THEY WILL DISRUPT ALL FORMAL EDUCTATION I'M FULL PORTING AT CLOSE $DUOL"  
[X Link](https://x.com/QualityInvest5/status/1976333991948288159) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T17:08Z 12.5K followers, 6970 engagements


"Decade high dividend yield for Target 👀 $TGT"  
[X Link](https://x.com/QualityInvest5/status/1977441174849032195) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-12T18:28Z 12.5K followers, 4590 engagements


"@fiscorainvest im ngl bro $SPOT is hella expensive"  
[X Link](https://x.com/QualityInvest5/status/1978491685685358834) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T16:02Z 12.5K followers, XXX engagements


"@ttactics011 @DeepIceValue in the fintech lands of things. $FI has somewhat of a moat will comfortably grow EPS at a mid teens pace no immediate disruption risk. also trades at 12x earnings the ONLY downside they have lots of debt. a little over 3x debt/ebitda"  
[X Link](https://x.com/QualityInvest5/status/1978110424278082026) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T14:47Z 12.5K followers, XXX engagements


"@Alpha_Condensed pay me 10K"  
[X Link](https://x.com/QualityInvest5/status/1979005875193881063) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T02:05Z 12.5K followers, XX engagements


"$FICO down XX% over something that wont impact their business 😂 Efficient markets right"  
[X Link](https://x.com/QualityInvest5/status/1975964113798070326) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-08T16:38Z 12.5K followers, 8512 engagements


"@QualityGrowth_ yep that X% $MO yield is really moving the needle on a 10K portfolio 😂"  
[X Link](https://x.com/QualityInvest5/status/1977560696356479090) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-13T02:23Z 12.5K followers, XX engagements


"All roads lead back to $TSM or was it $ASML no Carl Zeiss Or Cymer in San Diego for the light source. Wait Edwards handles the vacuum But VAT Group does the valves and $KLAC quality checks the wafers. But none of that works without $SNPS's design software powered by $ANSS simulations running on $NVDA GPUs. And at the very start It's all sand melted into glass purified into silicon So the whole digital world is built on dust Lol"  
[X Link](https://x.com/QualityInvest5/status/1976365499635126284) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T19:13Z 12.5K followers, 6046 engagements


"LVMH which is the parent of Louis Vuitton Dior and other luxury giants is down XX% from its all-time high. Now trading at just 13x EV/EBIT. Youd have to go back to December 2016 to find it at cheaper valuations. Anyone interest $LVMH $MC.PA"  
[X Link](https://x.com/QualityInvest5/status/1936816154355405260) [@QualityInvest5](/creator/x/QualityInvest5) 2025-06-22T15:58Z 12.5K followers, 19.5K engagements


"Anybody interested in $CSU.TO This is all the due diligence you need 👌"  
[X Link](https://x.com/QualityInvest5/status/1971618328008646979) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-26T16:50Z 12.5K followers, 15.4K engagements


"$ADBE trades at under 15x forward earnings while growing EPS 1417% a year. And theres STILL zero sign of disruption. Have a great day 👋"  
[X Link](https://x.com/QualityInvest5/status/1978216268806205887) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T21:48Z 12.5K followers, 29.7K engagements


"I CANT BELIEVE MY EYES 😆 $ASML $1000"  
[X Link](https://x.com/QualityInvest5/status/1973396731443175751) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-01T14:36Z 12.5K followers, 8459 engagements


"Now this is just margin on options. Imagine what happens with 50x leverage on crypto over at Coinbase $COIN"  
[X Link](https://x.com/QualityInvest5/status/1977762744594989221) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-13T15:45Z 12.5K followers, 3021 engagements


"@Alexand92792198 im eyeing like XXX ish"  
[X Link](https://x.com/QualityInvest5/status/1978522822893777224) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T18:06Z 12.5K followers, XX engagements


"Just discovered a LITERAL toll booth business. - X% Revenue CAGR - XX% Gross Profit Margin - Riddled with debt at 5x debt/EBITDA Interesting stuff 👀 $FER"  
[X Link](https://x.com/QualityInvest5/status/1954589885047681526) [@QualityInvest5](/creator/x/QualityInvest5) 2025-08-10T17:05Z 12.5K followers, 4432 engagements


"Look what I saw out in the wild $MNDY 👀"  
[X Link](https://x.com/QualityInvest5/status/1974889842082488462) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-05T17:30Z 12.5K followers, 3703 engagements


"Monday(.)com has QUADRUPLED its revenues since IPO Meanwhile the stock Only up a measly XX% do I really need to tell you what lesson to draw from this $MNDY"  
[X Link](https://x.com/QualityInvest5/status/1971743785299382601) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-27T01:08Z 12.5K followers, 7175 engagements


"$shop is expensive and even overvalued but its also one of the best businesses on earth with exceptional leadership and a crazy amount of optionality hard to think of a world where the stock isnt materially higher and outperforms s&p even at these prices but youre likely to see a couple XX% drawdowns on the way there"  
[X Link](https://x.com/QualityInvest5/status/1978939287396618546) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T21:41Z 12.5K followers, XXX engagements


"@Mindset4Money_X i think $rely has a good chart for this too bte"  
[X Link](https://x.com/QualityInvest5/status/1969807923854430523) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-21T16:56Z 12.5K followers, XXX engagements


"I will continue to say it I dont think Amazon is some steal of the century. If you buy today it probably outperforms But Id like to see it at 180-190 before Id even consider adding 16x P/OCF at that price or a 24x forward PE $AMZN"  
[X Link](https://x.com/QualityInvest5/status/1976785170352267558) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-10T23:01Z 12.5K followers, 14.8K engagements


"Salesforce has to be the ONLY company where a partnership with Open AI sends the stock down The SellsForce prophecy strikes again 😭 $CRM -XXX% today"  
[X Link](https://x.com/QualityInvest5/status/1978218511144042979) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T21:57Z 12.5K followers, 18.4K engagements


"TransMedics margin expansion story is a thing of beauty -XX% XX% in less than X years Incredible $TMDX"  
[X Link](https://x.com/QualityInvest5/status/1971954605211988034) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-27T15:06Z 12.5K followers, 10K engagements


"Broadcom's dividends have grown 12x over the past decade representing a XX% average annual growth rate Had you bought shares XX years ago your yield on cost would be a WHOPPING XX% right now. Wild. $AVGO"  
[X Link](https://x.com/QualityInvest5/status/1972335803939659790) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-28T16:21Z 12.5K followers, 14.2K engagements


"Some high-quality stocks I think are currently undervalued: SEVERLY UNDERVALUED Salesforce $CRM at $XXX Adobe $ADBE at $XXX Constellation Software $CSU.TO at $3800 Fiserv $FI at $XXX TransMedics $TMDX at $XXX UNDERVALUED Transdigm $TDG at $1300 S&P Global $SPGI at $XXX MSCI $MSCI at $XXX Adyen $ADYEN at $1440"  
[X Link](https://x.com/QualityInvest5/status/1973764918693281842) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-02T15:00Z 12.5K followers, 39.2K engagements


"hmm this is something i think about often personally if i find an opportunity that is SIGNIFICANTLY better than $spgi (assuming i was a shareholder) while $spgi was trading at 40x fcf id sell and move on a lot of people subscribe to never sell mentality and thats fine assuming your time horizon is truly XX years or more. but just know that at any point you can experience a long period of flat returns holding on to a XX% grower at say 40x fcf i think anything north of 3x P/FCF to growth is pricing in a lot so if we expect SPGI to have about 12-13% FCF per share growth. thats roughly high 30s"  
[X Link](https://x.com/QualityInvest5/status/1978166715721633967) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T18:31Z 12.5K followers, XXX engagements


"At some point this valuation gets a bit ridiculous no They still have double digit top-line and will likely achieve XX% EPS growth for the next few years $ADBE"  
[X Link](https://x.com/QualityInvest5/status/1954595336653312273) [@QualityInvest5](/creator/x/QualityInvest5) 2025-08-10T17:26Z 12.5K followers, 34.9K engagements


"On the surface Reddits 15x EV/Sales multiple looks pricey. but this company is just beginning to monetize and the potential here is MASSIVE 👇 - XX% YoY revenue growth - 1.2B MAUs with only $XX ARPU tons of runway - 138K niche communities = hyper-targeted ads - Self-moderation (can be a long-term cost advantage) - XX% gross margins (higher than $META) - Now profitable with X quarters of positive earnings With a relatively low market cap and massive untapped monetization potential $RDDT could be a long-term winner especially when considering JUST how fast they're growing"  
[X Link](https://x.com/QualityInvest5/status/1978521498160923007) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T18:00Z 12.5K followers, 2615 engagements


"Intercontinental Exchange $ICE which owns the NYSE is one of the most overlooked names in the 'wide moat quality' camp - 22x fwd PE - XXX% gross margins XX% operating margins - Will likely deliver a comfortable low teens EPS CAGR moving forward I think the stock can do well from here"  
[X Link](https://x.com/QualityInvest5/status/1976076359035187577) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T00:04Z 12.5K followers, 16.5K engagements


"$PDD has a $190B market cap about 1/3rd of that is JUST their cash balance Unreal"  
[X Link](https://x.com/QualityInvest5/status/1973738932883091743) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-02T13:16Z 12.5K followers, 3921 engagements


"@AideMcclur92283 im eyeing $GE or $SAF as new industrial positions"  
[X Link](https://x.com/QualityInvest5/status/1971381135050780831) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-26T01:07Z 12.5K followers, XXX engagements


"Mastercard's level margins as an industrial is nothing short of impressive. $TDG"  
[X Link](https://x.com/QualityInvest5/status/1970278759010873784) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-23T00:07Z 12.5K followers, 4293 engagements


"The disconnect in $ASML never ceases to amaze me. Over the past X years: - Operating income is up XXX% - Revenues are up XX% - Stock price Up just XXX% At 21x EV/EBIT this looks like a massively asymmetric setup. I dont think the market can ignore it for much longer"  
[X Link](https://x.com/QualityInvest5/status/1957550823107600853) [@QualityInvest5](/creator/x/QualityInvest5) 2025-08-18T21:11Z 12.5K followers, 58.1K engagements


"@SayNoToTrading i like the merchant acquirer business as well but id rather invest in something like $FI at similar valuation or $ADYEN"  
[X Link](https://x.com/QualityInvest5/status/1976076848774906070) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T00:06Z 12.5K followers, XXX engagements


"Just uploaded a video on a Chris Hohn stock which is arguably the WIDEST moat business I've ever studied - 70%+ recurring revenue - Customer lock-in cycles that span 50+ years - Tens of billions in R&D protecting a treasure trove of IP and patents Seriously ENJOY $SAF $SAP.PA"  
[X Link](https://x.com/QualityInvest5/status/1968849076851462332) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-19T01:26Z 12.5K followers, 4907 engagements


"Earlier this morning at 9:40 when the stock was $3400 per share it almost hit the 200W moving average too FIRST TIME THAT HAS EVER OCCURRED Wild $CSU.TO"  
[X Link](https://x.com/QualityInvest5/status/1971217779023126799) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-25T14:18Z 12.5K followers, 15.4K engagements


"Courtesy of @Spsk2000 it seems management has been eyeing the possibility of a buyout already I still think my proposed $UBER $DASH or $CART are better homes to $HFG than any of these other companies But what do I know 🤷♂"  
[X Link](https://x.com/QualityInvest5/status/1974912626661708149) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-05T19:00Z 12.5K followers, 5054 engagements


"The single greatest economic moat a business can possess is to be recognized as a standard "where the network effects created by your past sales give you the right to make your next sale" - $MCO CEO Ray McDaniel Here are XX POWERFUL examples of a "standards" business 🧵👇"  
[X Link](https://x.com/QualityInvest5/status/1968027781800874388) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-16T19:02Z 12.5K followers, 17K engagements


"@PronkDaniel they $MELI thesis is: they become LatAm"  
[X Link](https://x.com/QualityInvest5/status/1976363268181770696) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T19:04Z 12.5K followers, 1307 engagements


"@SayNoToTrading very solid and yeah now in the low 100s its quite a steal. im jealous of ur adyen position also im familiar with that processing chart. very impressive how $fi is still up there despite so much hype around these newer fintechs"  
[X Link](https://x.com/QualityInvest5/status/1976082509000786363) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T00:29Z 12.5K followers, XXX engagements


"THE TIMING 🤌 $SPOT"  
[X Link](https://x.com/QualityInvest5/status/1974075805505630682) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-03T11:35Z 12.5K followers, 2744 engagements


"$ASML reports XXX billion total net sales and XXX billion net income in Q3 2025 Re-iterates FY 2025 guidance of XX% YoY sales growth with gross margin around XX% They see positive momentum around investments in AI and are expecting continued strength with customers"  
[X Link](https://x.com/QualityInvest5/status/1978329244292849709) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T05:17Z 12.5K followers, 23.9K engagements


"@rubicon59 @FundasyInvestor will likely achieve high teens or maybe even XX% EPS growth over the next few years Barely any growth yeah"  
[X Link](https://x.com/QualityInvest5/status/1978483459812425919) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T15:29Z 12.5K followers, XX engagements


"Dividend Growth Dividend Yield If you truly want to retire off of passive income try to spot the next Broadcom and then hold it for a LOOONG time $AVGO"  
[X Link](https://x.com/QualityInvest5/status/1977451599610937812) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-12T19:09Z 12.5K followers, 9065 engagements


"@xvrmdf for the most durable moat of all time that typically trades at 35x PLUS. yeah its not bad at all considering thats real FCF too unlike some other tech companies who have a quarter of their fcf eaten up by sbc 🤦♂"  
[X Link](https://x.com/QualityInvest5/status/1978165560421581072) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T18:26Z 12.5K followers, XXX engagements


"Adobe's revenues have doubled while the stock is flat. I'm sure it's nothing $ADBE"  
[X Link](https://x.com/QualityInvest5/status/1978228426826817791) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T22:36Z 12.5K followers, 20.9K engagements


"@LThomps48607153 fair enough eyeing $saf or $ge"  
[X Link](https://x.com/QualityInvest5/status/1971381184455418347) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-26T01:07Z 12.5K followers, XXX engagements


"Funny how everyone suddenly HATES Andy Jassy only when $AMZN stock goes down"  
[X Link](https://x.com/QualityInvest5/status/1978150107708068064) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T17:25Z 12.5K followers, 7252 engagements


"@SelfMadeMastery I knew the UI looked familiar"  
[X Link](https://x.com/QualityInvest5/status/1978888877034099038) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T18:20Z 12.5K followers, XXX engagements


"2021 was a different time 💀 $IBKR"  
[X Link](https://x.com/QualityInvest5/status/1974124034708430888) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-03T14:47Z 12.5K followers, 3217 engagements


"It's baffling to see just how far $TTD has fallen in such a short amount of time Be careful with valuation"  
[X Link](https://x.com/QualityInvest5/status/1975201230092996905) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-06T14:07Z 12.5K followers, 3732 engagements


"extremely sarcastic i know they did a split im actually a fan of $BN"  
[X Link](https://x.com/QualityInvest5/status/1976693854553170177) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-10T16:58Z 12.5K followers, 3797 engagements


"@bobspaysubstack @grok summarize neatly please"  
[X Link](https://x.com/QualityInvest5/status/1976273509350621665) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T13:08Z 12.5K followers, XXX engagements


"Ran a screener: - Market Cap $50B - P/FCF between 1530 - 3Y Projected FCF Growth XX% Only X results: X Chevron $CVX XXXX% FCF Growth 19.4x P/FCF X Uber $UBER XXXX% FCF Growth 23.6x P/FCF X Newmont $NEM XXXX% FCF Growth 17.9x P/FCF X Dell $DELL XXXX% FCF Growth 19.4x P/FCF X Royal Caribbean $RCL XXXX% FCF Growth 23.8x P/FCF X Equinix $EQIX XXXXX% FCF Growth 21.8x P/FCF X Enterprise Prod. $EPD XXXX% FCF Growth 16.3x P/FCF X Workday $WDAY XXXX% FCF Growth 26.4x P/FCF X D.R. Horton $DHI XXXX% FCF Growth 18.7x P/FCF"  
[X Link](https://x.com/QualityInvest5/status/1975229565145628992) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-06T16:00Z 12.5K followers, 15.5K engagements


"@Joycz_ great biz qualitatively but it comes at a steep multiple"  
[X Link](https://x.com/QualityInvest5/status/1978489702547157081) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T15:54Z 12.5K followers, XX engagements


""But the buybacks" 😂😂 $PYPL"  
[X Link](https://x.com/QualityInvest5/status/1976788318303273170) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-10T23:13Z 12.5K followers, 3354 engagements


"Most interesting to me here is Gartner which trades at its lowest valuation since becoming profitable. Growth isn't the best but it has historically been cyclical $IT"  
[X Link](https://x.com/QualityInvest5/status/1970504613074751630) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-23T15:04Z 12.5K followers, 6536 engagements


"This is a fantastic stamp of approval for any $ADYEN doubters. $SHOP has deep ties with Stripe for many years and yet they're leaning towards Adyen in Europe for Enterprise"  
[X Link](https://x.com/QualityInvest5/status/1968299813717586174) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-17T13:03Z 12.5K followers, 3594 engagements


"$CSU.TO is such an easy buy at these prices I wish I had cash"  
[X Link](https://x.com/QualityInvest5/status/1971772656161828990) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-27T03:03Z 12.5K followers, 7920 engagements


"@DrunkDividends @NewcomerInvest look into $fi instead"  
[X Link](https://x.com/QualityInvest5/status/1977903851152834570) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T01:06Z 12.5K followers, XXX engagements


"WHAT A COMPLETE JOKE. 12.5x EV/EBIT This valuation is literally pricing in X% earnings growth for the next decade Meanwhile $ADBE is on track to deliver XX% EPS growth over the next XX months Do an ounce of research and its obvious the long-term AI risk is massively overstated"  
[X Link](https://x.com/QualityInvest5/status/1979207754909642993) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T15:27Z 12.5K followers, 4889 engagements