# ![@BakisInvests Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1933450274028331008.png) @BakisInvests Bakis

Bakis posts on X about $deck, $unh, $adbe, ai the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1933450274028331008/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1933450274028331008/c:line/m:interactions.svg)

- [--] Week [------] +19%
- [--] Month [------] +106%
- [--] Months [-------] +502%

### Mentions: [--] [#](/creator/twitter::1933450274028331008/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1933450274028331008/c:line/m:posts_active.svg)

- [--] Week [--] -57%
- [--] Month [---] +32%
- [--] Months [---] +236%

### Followers: [---] [#](/creator/twitter::1933450274028331008/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1933450274028331008/c:line/m:followers.svg)

- [--] Week [---] +4.80%
- [--] Month [---] +27%
- [--] Months [---] +295%

### CreatorRank: [---------] [#](/creator/twitter::1933450274028331008/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1933450274028331008/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [fashion brands](/list/fashion-brands)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks)  [cryptocurrencies](/list/cryptocurrencies)  [celebrities](/list/celebrities)  [exchanges](/list/exchanges) 

**Social topic influence**
[$deck](/topic/$deck) #7, [$unh](/topic/$unh), [$adbe](/topic/$adbe) #126, [ai](/topic/ai), [meta](/topic/meta), [stocks](/topic/stocks), [$amd](/topic/$amd) #671, [$duol](/topic/$duol) #56, [$meta](/topic/$meta) #752, [$onon](/topic/$onon) #16

**Top accounts mentioned or mentioned by**
[@alc2022](/creator/undefined) [@grok](/creator/undefined) [@couchinvestor](/creator/undefined) [@filipsmoneyx](/creator/undefined) [@holysmokas](/creator/undefined) [@qualityinvest5](/creator/undefined) [@andrewcoye](/creator/undefined) [@believabletruth](/creator/undefined) [@billackman](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@thexcapitalist](/creator/undefined) [@pepemoonboy](/creator/undefined) [@thelonginvest](/creator/undefined) [@triberuffner](/creator/undefined) [@openai](/creator/undefined) [@elonmusk](/creator/undefined) [@tacticzh](/creator/undefined) [@dividenddudex](/creator/undefined) [@remindmeofthis](/creator/undefined) [@adinush2005](/creator/undefined)

**Top assets mentioned**
[Deckers Outdoor, Corp. (DECK)](/topic/$deck) [UnitedHealth Group (UNH)](/topic/$unh) [Adobe, Inc. (ADBE)](/topic/$adbe) [Advanced Micro Devices (AMD)](/topic/$amd) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Metadium (META)](/topic/$meta) [On Holding AG (ONON)](/topic/$onon) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [eToro Group Ltd (ETOR)](/topic/$etor) [Nike Inc (NKE)](/topic/$nke) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tesla, Inc. (TSLA)](/topic/$tsla) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Merit Circle (MC)](/topic/$mc) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Now Coin (NOW)](/topic/$now) [Corsair Gaming, Inc. (CRSR)](/topic/$crsr) [ZetaChain (ZETA)](/topic/$zeta) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Pinterest, Inc. (PINS)](/topic/$pins) [Spotify Technology (SPOT)](/topic/$spot) [Cisco Systems Inc (CSCO)](/topic/$csco) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood)
### Top Social Posts
Top posts by engagements in the last [--] hours

"1/ Just watched a video of Warren Buffett explaining how he invested $488M into PetroChina No site visits. No management calls. Just one annual report. Here are my takeaways so you dont have to 🧵. Warren Buffett invested $488 million in PetroChina after only reading their annual report . No site visits and no calls to management. A shareholder then asks him if just reading an annual report is enough to make an investment Listen to his answer https://t.co/3YLDNzONo7 Warren Buffett invested $488 million in PetroChina after only reading their annual report . No site visits and no calls to"  
[X Link](https://x.com/BakisInvests/status/1941063018022072696)  2025-07-04T09:14Z [--] followers, [--] engagements


"2/ Buffett valued the company at $100B. It was trading at $35B. Thats it. No complex modeling. He called it financially fat the type of business where you dont need [--] decimal places to know its a steal. Simple. Clear. Obvious"  
[X Link](https://x.com/BakisInvests/status/1941063020538626386)  2025-07-04T09:14Z [--] followers, [--] engagements


"3/ His due diligence ✅ Read the report ✅ Understood the business ✅ Stayed within his circle of competence ✅ Bought when it was wonderfully priced Thats it. No magic. Just fundamentals. Lesson: When it's that obvious you don't need to overthink it. 📚📈"  
[X Link](https://x.com/BakisInvests/status/1941063022824603846)  2025-07-04T09:14Z [--] followers, [--] engagements


"4/ This is exactly how I approached $WIZZ. Revenue has 4x since [----] Earnings have tripled Yet the stock trades at all-time lows Structural tailwinds ahead (fleet expansion Eastern Europe Ukraine reopening) The disconnect was obvious"  
[X Link](https://x.com/BakisInvests/status/1941063034245628320)  2025-07-04T09:14Z [--] followers, [--] engagements


"5/ Institutions still hold 53%+ of $WIZZ Insiders are buying The CEO has skin in the game And its one of the most efficient airlines in Europe Just like PetroChina The market got noisy But the value was financially fat. 📉 📈 Conviction chaos"  
[X Link](https://x.com/BakisInvests/status/1941063037315842259)  2025-07-04T09:14Z [--] followers, [--] engagements


"People always talk about Musk or Alex Karp or Jensen Huang All great leaders hands down🙇🏻♂ But look at Mark Zuckerberg. His [--] year roadmap [--] years ago was to the dot🤖 Great leaders make great companies which is why Im not selling my META regardless of being 400% up📈"  
[X Link](https://x.com/BakisInvests/status/1941136423404626108)  2025-07-04T14:06Z [--] followers, [--] engagements


"Ive been watching Wimbledon all week and there is [--] common denominator The top players Alcaraz Sinner Sabalenka Raducanu you name it They have [--] common theme. Nike $NKE This bloody white t-shirt is just everywhere and it makes you want to buy it Kudos to Nikes Team"  
[X Link](https://x.com/BakisInvests/status/1941219745283571712)  2025-07-04T19:37Z [--] followers, [----] engagements


"@andrewcoye Why do you think Wall Street has sold this stock so massively What are they seeing My instinct says I should invest the price is a no brainer but I just cant grasp my head around this valuation. Consumer preference can shift yes but you cant forecast if and when"  
[X Link](https://x.com/BakisInvests/status/1941507353658229159)  2025-07-05T14:39Z [--] followers, [--] engagements


"@andrewcoye Fair play what do you think of Stefano Caroti Big shoes to fill in Dave Powers has been incredible"  
[X Link](https://x.com/BakisInvests/status/1941798183941632064)  2025-07-06T09:55Z [--] followers, [--] engagements


"1) My take on why$PLTR will CRASH in the next [--] years. 📉 In [----] $CSCO hit a $550B valuation trading at [---] earnings just because people loved the idea of the internet. Two years later: down 90%. 📉 Today $PLTR trades at [---] earnings. Ive seen this movie before. 👀"  
[X Link](https://x.com/BakisInvests/status/1941823074837442919)  2025-07-06T11:34Z [--] followers, [--] engagements


"1/ $UNH just dropped to $303 nearing the $200s for the 2nd time this year. Most investors are running. But for me this is starting to look like a no-brainer. Heres why 🧵"  
[X Link](https://x.com/BakisInvests/status/1942235090278653985)  2025-07-07T14:51Z [--] followers, [----] engagements


"2/ UnitedHealth isnt some speculative tech name. Its a cash-generating healthcare giant: $350B+ in revenue Leading margins Massive moat via Optum + Insurance integration Aging U.S. population = structural tailwind This is a business built to last"  
[X Link](https://x.com/BakisInvests/status/1942235093889933795)  2025-07-07T14:51Z [--] followers, [---] engagements


"3/ Yes short-term issues exist: 🩺 Medicare Advantage concerns 📉 Claims cost pressures 📊 Regulatory noise But heres the truth: At 14x forward earnings its cheaper than Coke. And this is a compounder not a soda company"  
[X Link](https://x.com/BakisInvests/status/1942235098520117655)  2025-07-07T14:51Z [--] followers, [---] engagements


"4/ Insiders are buying heavy. Cash flows are sticky. Valuation is compressed. And theyve guided for long-term EPS growth in the mid-teens. If you liked $UNH at $500 you should love it at $300. Im watching closely. And I might be buying AGAIN soon. 🩺📈"  
[X Link](https://x.com/BakisInvests/status/1942235102890659844)  2025-07-07T14:51Z [--] followers, [---] engagements


"@lynk0x Bullish on $LVMH (Dior)"  
[X Link](https://x.com/BakisInvests/status/1942235376673820765)  2025-07-07T14:52Z [--] followers, [----] engagements


"@484384US293 @joecarlsonshow Its a great company with 350bn in cash trading at a very low valuation. They could buy AMD tomorrow if they wanted"  
[X Link](https://x.com/ValueInvestShow/status/1942319885901783371)  2025-07-07T20:28Z [---] followers, [--] engagements


"1/ People ask me: What makes $UNH different Isnt it just another insurance company Not even close. UnitedHealth is the most diversified health & well-being company in the U.S. and heres why 🧵"  
[X Link](https://x.com/BakisInvests/status/1942520293852930349)  2025-07-08T09:45Z [--] followers, [--] engagements


"It feels like $META never goes down. Almost 350% up baby 📈🤩🤩"  
[X Link](https://x.com/BakisInvests/status/1942673569843929410)  2025-07-08T19:54Z [--] followers, [--] engagements


"Mark Z is cooking something and he AINT TELLIN US OpenAI was the first victim. Apple is the second. Who comes next $META will become a beast I do think Zuck will position META to be a [--] trillion + company in the next [--] years. PIN THIS"  
[X Link](https://x.com/BakisInvests/status/1942710067695866028)  2025-07-08T22:19Z [--] followers, [--] engagements


"🚨 While tech stocks soar the apparel & footwear industry is getting crushed. $Nike $LULU $ONON $UAA all down. But Ive been buying. Heavily. And now I just opened a position in one more stock 👟🧵"  
[X Link](https://x.com/BakisInvests/status/1942879444844290117)  2025-07-09T09:32Z [--] followers, [----] engagements


"2/ Why the crash Its mostly about tariffs. Many of these brands source from Vietnam/China and new tariffs have hit margins hard. [----] guidance Lowered. And due to intense competition they cant pass all costs to consumers. Margins get squeezed. Stocks drop"  
[X Link](https://x.com/BakisInvests/status/1942879448363422113)  2025-07-09T09:32Z [--] followers, [--] engagements


"5/ While the market panics over short-term noise Im building long-term positions in names I trust both as an investor and a consumer. The compression in $DECK has created a rare entry point for a growth compounder. $DECK is down 50% from their ATH just [--] months ago 🤯"  
[X Link](https://x.com/BakisInvests/status/1942879458576216218)  2025-07-09T09:32Z [--] followers, [---] engagements


"6/ Want to see my full thesis on $DECK and how it fits into my Nike + ONON positions 🧠 I break it down on my Substack deep dives valuation models conviction buys. Join FOR FREE here 👇 https://substack.com/@bakisinvests https://substack.com/@bakisinvests"  
[X Link](https://x.com/BakisInvests/status/1942879461008867645)  2025-07-09T09:32Z [--] followers, [---] engagements


"BREAKING: $NVDIA just hit a RECORD $4T valuation Wow just wow 📈🤯"  
[X Link](https://x.com/ValueInvestShow/status/1942943700151042419)  2025-07-09T13:47Z [---] followers, [---] engagements


"$AMD IS UP 5% HEREs WHY: 👇🏼 HSBC upgrades from Hold to Buy DOUBLING its price target to $200 🤯🤯"  
[X Link](https://x.com/BakisInvests/status/1943319610259919180)  2025-07-10T14:41Z [--] followers, [--] engagements


"$UNH The CEO bough [--] million worth of stocks at $290 [--] months ago. We are now almost at the same point now. Is this a time to buy"  
[X Link](https://x.com/BakisInvests/status/1943424615516082332)  2025-07-10T21:38Z [--] followers, [---] engagements


"@thexcapitalist Unfortunately most developers use CUDA and it will be difficult for AMD to catch-up. Id be happy if AMD gets 10% of the market"  
[X Link](https://x.com/BakisInvests/status/1943722474065056067)  2025-07-11T17:22Z [--] followers, [---] engagements


"Bullish $NKE SW19. Sunday. High noon. Rackets drawn. https://t.co/htCEJvjoEq SW19. Sunday. High noon. Rackets drawn. https://t.co/htCEJvjoEq"  
[X Link](https://x.com/BakisInvests/status/1943743017153671542)  2025-07-11T18:43Z [--] followers, [--] engagements


"Chip Market size set to be close to [--] TRILLION by [----]. Where do we value $AMD $NVDA and $ASML If $AMD captures 10% of that Id be super happy"  
[X Link](https://x.com/BakisInvests/status/1944054120731558200)  2025-07-12T15:19Z [--] followers, [--] engagements


"🚨 1/ Grok [--] just broke the internet and possibly Wall Street. I gave it [--] stocks. $UNH $PLTR $HIMS $DECK $AMD Asked for: Intrinsic value Valuation gap 3-year price target What I got back Smarter than 90% of analysts Ive met. Heres what it said 🧵"  
[X Link](https://x.com/ValueInvestShow/status/1944333921015017810)  2025-07-13T09:51Z [--] followers, [---] engagements


"4/ 🔹 $AMD Advanced Micro Devices Price: $146.4 Intrinsic Value: $45$144 Gap: Fair to slightly overvalued 3-Yr Target: $200220"  
[X Link](https://x.com/ValueInvestShow/status/1944333952505782510)  2025-07-13T09:51Z [--] followers, [---] engagements


"5/ 🔹 $PLTR Palantir Price: $142.1 Intrinsic Value: $15$20 Gap: Overvalued by 600850% 3-Yr Target: $2030"  
[X Link](https://x.com/ValueInvestShow/status/1944333963184488874)  2025-07-13T09:51Z [--] followers, [--] engagements


"6/ 🔹 $HIMS Hims & Hers Price: $47.9 Intrinsic Value: $24$30 Gap: Overvalued by 3750% 3-Yr Target: $6070"  
[X Link](https://x.com/ValueInvestShow/status/1944333973435404571)  2025-07-13T09:51Z [--] followers, [---] engagements


"1/ Who really owns Amazon The truth might surprise you. 🧐📊 While Jeff Bezos remains a significant stakeholder with 8.53% the real power lies with institutional giants"  
[X Link](https://x.com/BakisInvests/status/1944682138051203365)  2025-07-14T08:55Z [--] followers, [--] engagements


"2/ Vanguard (7.85%) BlackRock (6.64%) and State Street (3.48%). Together these firms silently influence key decisions in one of the worlds most valuable companies"  
[X Link](https://x.com/BakisInvests/status/1944682146146185484)  2025-07-14T08:55Z [--] followers, [--] engagements


"$AMD at $155 so FAST is insane 🤩🤯 Im now up +80% on my position what a buy So much negativity around AMD at $80 but I was slowly buying heavy. Let me know if you were doing the same 👇🏼"  
[X Link](https://x.com/BakisInvests/status/1945386796121997415)  2025-07-16T07:35Z [--] followers, [--] engagements


"BREAKING: Trump likely to fire Jerome Powell & market acts negatively upon hearing the news. What are people thinking Is central bank's independence more important than personal opinions"  
[X Link](https://x.com/BakisInvests/status/1945506323619020943)  2025-07-16T15:30Z [--] followers, [--] engagements


"@andrewcoye Isnt this $DECK"  
[X Link](https://x.com/BakisInvests/status/1945589082588918229)  2025-07-16T20:59Z [--] followers, [---] engagements


"1/ ASML reported earnings and most people just dont get it. The CEO/Leadership lowered expectations on purpose. There is so much hype around AI it doesnt do good for ASML under this macro/geopolitical environment to have these high expectations"  
[X Link](https://x.com/ValueInvestShow/status/1945591800632115239)  2025-07-16T21:10Z [---] followers, [--] engagements


"2/ In fact Q2 was strong and company is still positioned to reach up to potentially 60bn in revenue by [----] with 55% margins. ASML is looking great in my eyes: 1) MOAT 2) Honest Leadership 3) Consistent historical/projected earnings"  
[X Link](https://x.com/ValueInvestShow/status/1945591803844907468)  2025-07-16T21:10Z [---] followers, [--] engagements


"💰 Want to know which companies earn real profit per $1 invested Lets run through the data no hype just math 📉🧵 $PLTR $NKE $LVMH $UNH"  
[X Link](https://x.com/ValueInvestShow/status/1945754303601283390)  2025-07-17T07:55Z [--] followers, [----] engagements


"2/ 🔹 $UNH (UnitedHealth) Earnings Yield: 8.6% ➡ Thats $0.086 in profit for every $1 invested a rare bargain with real cash flow"  
[X Link](https://x.com/BakisInvests/status/1945754307711606872)  2025-07-17T07:55Z [--] followers, [--] engagements


"5/ 🔹 $PLTR (Palantir) Earnings Yield: 0.12% ➡ Thats $0.0012 per $1 almost nothing. At current price you're paying for hype not profit"  
[X Link](https://x.com/ValueInvestShow/status/1945754326707667114)  2025-07-17T07:55Z [--] followers, [--] engagements


"6/ 📊 Summary: $UNH: $0.086 $LVMH: $0.057 $NKE: $0.031 $PLTR: $0.0012 Which business/stock are you buying The math is clear: earnings yield cuts through the noise"  
[X Link](https://x.com/ValueInvestShow/status/1945754329765339178)  2025-07-17T07:55Z [--] followers, [---] engagements


"@SergeyCYW I think 9% on $ASML is very conservative so is 18% on $AMD. I'd say 12% and 20% respectively at least"  
[X Link](https://x.com/BakisInvests/status/1946187335135101370)  2025-07-18T12:36Z [--] followers, [--] engagements


"@EndicottInvests You should check $UNH and $DECK probably the biggest steals in the market right now"  
[X Link](https://x.com/BakisInvests/status/1946187836274729101)  2025-07-18T12:38Z [--] followers, [--] engagements


"Earnings month coming up Which stocks are you watching My eyes are on $GOOG $TSLA $COKE"  
[X Link](https://x.com/ValueInvestShow/status/1946231077963465185)  2025-07-18T15:30Z [--] followers, [--] engagements


"Hey @grok make a list of my top [--] friends here"  
[X Link](https://x.com/ValueInvestShow/status/1946499685599805861)  2025-07-19T09:17Z [--] followers, [--] engagements


"@grok @Czech_investor @YYonne1995 Oh wow I need to up my play here"  
[X Link](https://x.com/ValueInvestShow/status/1946500966209007779)  2025-07-19T09:22Z [--] followers, [--] engagements


"@therealzarie Ive been a BABA stakeholder for [--] years but it feels like just because the stock is Chinese Wall Street wont reward it. My investment has basically stayed at the same spot. Any thoughts"  
[X Link](https://x.com/BakisInvests/status/1946512507079667753)  2025-07-19T10:08Z [--] followers, [--] engagements


"1/ $DECK Earnings Preview 👟 Forget hype stocks. Deckers ($DECK) has beat EPS estimates [--] out of the last [--] quarters yet its still flying under Wall Streets radar. Heres what Im watching before earnings drop 🧵"  
[X Link](https://x.com/ValueInvestShow/status/1946520707699019794)  2025-07-19T10:41Z [--] followers, [---] engagements


"2/ ✅ Deckers = Operational Excellence 26/28 EPS beats isnt luck its execution Gross margins 54% (Nike is 44%) Zero debt massive cash reserves Brands like HOKA and UGG quietly dominate Wall Street loves consistency and DECK delivers it"  
[X Link](https://x.com/ValueInvestShow/status/1946520720248283280)  2025-07-19T10:41Z [--] followers, [--] engagements


"3/ 🔍 What matters most this quarter HOKA growth: Running shoe boom is real Guidance: Tariff impact Margin resilience China expansion: Still early innings EPS beat is expected watch revenue growth + margin commentary"  
[X Link](https://x.com/ValueInvestShow/status/1946520724132266476)  2025-07-19T10:41Z [--] followers, [--] engagements


"@TacticzH At what point does $MC become cheap for you I do think anything below [---] / share is attractive"  
[X Link](https://x.com/ValueInvestShow/status/1946929035960844326)  2025-07-20T13:43Z [--] followers, [---] engagements


"@brewmarkets That's not true @brewmarkets . Jensen Huang worked at Advanced Micro Devices (AMD) from [----] to [----] and then at LSI Logic Corp. from [----] to [----]. Then he joined NVIDA as a co-founder with his [--] partners. Stop spreading mis-info for clicks"  
[X Link](https://x.com/ValueInvestShow/status/1947031678087495885)  2025-07-20T20:31Z [--] followers, [---] engagements


"@YodaStockInvest You forgot $MC (LVMH)"  
[X Link](https://x.com/ValueInvestShow/status/1947172524204417246)  2025-07-21T05:51Z [---] followers, [--] engagements


"The new CEO & Leadership are just fantastic. $NKE is back on track So perfect from @nike. https://t.co/GDkVhNc0no So perfect from @nike. https://t.co/GDkVhNc0no"  
[X Link](https://x.com/ValueInvestShow/status/1947207426400563592)  2025-07-21T08:10Z [--] followers, [--] engagements


"2/ Start early. Stay consistent. Let time do the work. $10000 invested at 10% per year becomes $67000 in [--] years. Leave it for [--] years Thats $452000. The trick Dont interrupt the compounding"  
[X Link](https://x.com/ValueInvestShow/status/1947292325392109789)  2025-07-21T13:47Z [--] followers, [--] engagements


"@meeijer $UNH and $DECK"  
[X Link](https://x.com/ValueInvestShow/status/1947765861890076861)  2025-07-22T21:09Z [---] followers, [---] engagements


"1/ 🚨 I increased my $UNH position yesterday at $283 ahead of Q2 earnings on July [--] (pre-market). Analyst expectations are low. Heres why a beat + bullish guidance could trigger a major bounce 🧵"  
[X Link](https://x.com/ValueInvestShow/status/1947992359528026188)  2025-07-23T12:09Z [--] followers, [---] engagements


"2/ 📉 Consensus expects EPS near $4.90 down 28% YoY Revenue estimates are $111.7B up 13% YoY That gap It leaves room for a strong beat-and-raise result"  
[X Link](https://x.com/ValueInvestShow/status/1947992363193737695)  2025-07-23T12:09Z [--] followers, [--] engagements


"3/ Despite cost headwinds from Medicare Advantage and utilization $UNH reaffirmed its long-term growth targets (1316% CAGR) and plan to add 800K Medicare Advantage members Plus analysts like Bernstein call it a Top Pick ahead of earnings citing attractive valuation"  
[X Link](https://x.com/ValueInvestShow/status/1947992366096486836)  2025-07-23T12:09Z [--] followers, [---] engagements


"$DECK will be my next compounder. I can see the stock x2 from its current levels by mid 2026"  
[X Link](https://x.com/ValueInvestShow/status/1948088865182650667)  2025-07-23T18:32Z [--] followers, [---] engagements


"Yesterday someone loaded 250k shares at the $285 price tag = [--] million USD in one trade. $UNH - big buyers are coming in for this beast"  
[X Link](https://x.com/ValueInvestShow/status/1948099317623119897)  2025-07-23T19:14Z [--] followers, [--] engagements


"BREAKING 🚨🚨 Alphabet CRUSHES ✅ Q2 Earnings $GOOGL $GOOG and SHARES after hours ARE DOWN ALREADY.📉 This market is MADNESS EPS: $2.31 (vs. $2.27 est.) Revenue: $96.43B (vs. $93.94B est.)"  
[X Link](https://x.com/ValueInvestShow/status/1948114648122990720)  2025-07-23T20:15Z [--] followers, [---] engagements


"1/ $DECK is reporting earnings today here is what to expect. $DECK beat analysts revenue expectations by 2.4% last quarter reporting revenues of $1.02 billion up 6.5% year on year. It was a strong quarter for the company with a solid beat of analysts estimates"  
[X Link](https://x.com/ValueInvestShow/status/1948307927137206778)  2025-07-24T09:03Z [---] followers, [---] engagements


"1/ BREAKING: $UNH falls 2% early Thursday after the insurance giant disclosed in a regulatory filing Thursday morning that it is facing an investigation from the DoJ🚨🚨 What happens next Open this thread to find out"  
[X Link](https://x.com/ValueInvestShow/status/1948379287033135479)  2025-07-24T13:46Z [--] followers, [---] engagements


"2/ The health insurance giant has been facing a probe from the Justice Department into possible Medicare fraud since at least the summer of [----] according to The Wall Street Journal's reporting. This is what $UNH had to say in their reg. discolsure:"  
[X Link](https://x.com/ValueInvestShow/status/1948379289977606288)  2025-07-24T13:46Z [--] followers, [--] engagements


"3/ "The Company has full confidence in its practices and is committed to working cooperatively with the Department throughout this process" UnitedHealth said in its disclosure. "The Company has a long record of responsible conduct and effective compliance.""  
[X Link](https://x.com/ValueInvestShow/status/1948379293228175689)  2025-07-24T13:46Z [--] followers, [--] engagements


"4/ The insurer also said it has "proactively launched its own initiative to conduct third party reviews of policies practices and associated processes and performance metrics for risk assessment coding managed care practices and pharmacy services.""  
[X Link](https://x.com/ValueInvestShow/status/1948379295904063561)  2025-07-24T13:46Z [--] followers, [--] engagements


"5/ My thoughts is that this is an attempt by $UNH's leadership to really get this over with. They no longer want to be associated with DoJ investigations hurting the company's stock and performance Get it over with fast and effectively and focus on improving margins Thoughts"  
[X Link](https://x.com/ValueInvestShow/status/1948379297963458627)  2025-07-24T13:46Z [--] followers, [---] engagements


"Investors hate healthcare so badly but one day it will change and we will be ready Did the US suddenly decide to go public with Healthcare and I just missed it https://t.co/9HGf9eWVl3 Did the US suddenly decide to go public with Healthcare and I just missed it https://t.co/9HGf9eWVl3"  
[X Link](https://x.com/ValueInvestShow/status/1948464483229466635)  2025-07-24T19:25Z [--] followers, [---] engagements


"$DECK IS UP 12% AFTER HOURS BABY 🔥😘 Net sales rose 16.9% to $965 million for the quarter ended June [--] beating analysts' average estimate of $901 million. It logged earnings per share of [--] cents surpassing estimates of [--] cents. I have been vouching for $DECK for weeks 📈 $DECK will be my next compounder. I can see the stock x2 from its current levels by mid [----] $DECK will be my next compounder. I can see the stock x2 from its current levels by mid 2026"  
[X Link](https://x.com/ValueInvestShow/status/1948484991941214312)  2025-07-24T20:46Z [--] followers, [---] engagements


"1/ I'm so happy with $DECK's latest earnings. They DELIVERED heavily Deck posted their Q1 [----] earnings and double-beat expectations. The stock jumped 12% after hours and at one point was up 17%"  
[X Link](https://x.com/ValueInvestShow/status/1948687145495122088)  2025-07-25T10:09Z [---] followers, [---] engagements


"2/ Earnings Call Takeaways I listened to the entire earnings call so you dont have to. Key points:"  
[X Link](https://x.com/ValueInvestShow/status/1948687154072224219)  2025-07-25T10:09Z [---] followers, [--] engagements


"3/ International Growth: Management expects more growth abroad. Tariff Impact: Mitigated through pre-tariff inventory and price hikes. [----] Guidance: Still cautious waiting to see how consumers respond"  
[X Link](https://x.com/ValueInvestShow/status/1948687157234663749)  2025-07-25T10:09Z [---] followers, [--] engagements


"4/ Localization Strategy: Investing in region-specific marketing and community building. Competition: Strong balance sheet allows them to keep investing while peers struggle"  
[X Link](https://x.com/ValueInvestShow/status/1948687159306731973)  2025-07-25T10:09Z [--] followers, [--] engagements


"5/ Their financials BETTER THAN EVER 💸💸 Revenue net income EPS and free cash flow growth all strong Gross margin 40% profit margin 15% Return on assets equity and capital all outperform peers No debt $2.5B buyback"  
[X Link](https://x.com/ValueInvestShow/status/1948687161206710626)  2025-07-25T10:09Z [--] followers, [--] engagements


"@HolySmokas Jeremy you should add $DECK to that list. Trust me"  
[X Link](https://x.com/ValueInvestShow/status/1948687407508783585)  2025-07-25T10:10Z [---] followers, [---] engagements


"This is the secret recipe we need to send $UNH to the moon 🚀 Sydney Sweeney"  
[X Link](https://x.com/ValueInvestShow/status/1948734405628801030)  2025-07-25T13:17Z [--] followers, [---] engagements


"@Couch_Investor @DividendDude_X Why is Oscar so loved by retail investors Its not a profitable business and the CEO talks about stock price instead of how to be mod profitable. IMO UNH is far more compelling but happy to be proven otherwise"  
[X Link](https://x.com/ValueInvestShow/status/1948829208685297740)  2025-07-25T19:34Z [--] followers, [--] engagements


"Big earnings week ahead My eyes are on $UNH $META $APPL $VISA"  
[X Link](https://x.com/ValueInvestShow/status/1949784026132213797)  2025-07-28T10:48Z [---] followers, [---] engagements


"$UNH UnitedHealth Group has embarked on a rigorous path back to being a high-performing company fully serving the health needs of individuals and society broadly Stephen Hemsley CEO Full Year [----] Outlook: Revenue of $446b-$448b EPS at least $14.7 Adjusted EPS at least $16"  
[X Link](https://x.com/ValueInvestShow/status/1950138047481172103)  2025-07-29T10:15Z [---] followers, [---] engagements


"As we strengthen operating disciplines positioning us for growth in [----] and beyond the people at UnitedHealth Group will continue to support the millions of patients physicians and customers who rely on us guided by a culture of service and longstanding values. Stephen H"  
[X Link](https://x.com/ValueInvestShow/status/1950138390084485469)  2025-07-29T10:16Z [---] followers, [--] engagements


"1/ Everyone knows HOKA and UGG but most people dont actually know these are brands owner by $DECK. And while $DECK is seeing exceptional growth in HOKAs Im also very bullish on UGG. Heres why:"  
[X Link](https://x.com/ValueInvestShow/status/1950506937524863390)  2025-07-30T10:41Z [---] followers, [--] engagements


"2/Men only want one thing: chunky shoes $DECKs sales last quarter crushed expectations the company said driven by its UGG brand and especially its mens shoes Sales of Uggsaccount for roughly 51% of annual sales for Deckersjumped to $265 million in the quarter up 19%"  
[X Link](https://x.com/ValueInvestShow/status/1950506948677509581)  2025-07-30T10:41Z [---] followers, [--] engagements


"3/ The brands mens division grew almost 38% during the same period: Uggs primary audience is still women but it has made an effort to attract men in the last few years highlighted by a collab with Post Malone"  
[X Link](https://x.com/ValueInvestShow/status/1950506963374420175)  2025-07-30T10:41Z [---] followers, [--] engagements


"4/ Execs also credited the success to the brand pushing its ugly-but-cute footwear year-round with new sandals and sneakers rather than sticking to cold-weather wares"  
[X Link](https://x.com/ValueInvestShow/status/1950506967702843617)  2025-07-30T10:41Z [---] followers, [--] engagements


"5/ Big picture: The shoe industry is riddled with upstarts and long-dormant underdogs inching toward upsetting the big names. $DECKs $ONOM $LULU to name a few of them $DECKs future is bright"  
[X Link](https://x.com/ValueInvestShow/status/1950506971838517431)  2025-07-30T10:41Z [---] followers, [---] engagements


"@joecarlsonshow I think they were mostly trying to get the point across that over the last [--] years they have returned 40bn to shareholders rather than confuse them"  
[X Link](https://x.com/ValueInvestShow/status/1950627552520794489)  2025-07-30T18:40Z [---] followers, [----] engagements


"BREAKING 🚨🚨 $META DESTROYED expectations and is up 10% AFTER HOURS 📈📈📈 Revenue $47.52b Vs $44.83b ✅ EPS $7.14 Vs $5.16 ✅ On top of that they offered a better than expected outlook for Q3 Oh BOYY I LOVE THIS COMPANY Up 400% on my investment"  
[X Link](https://x.com/ValueInvestShow/status/1950653264942317767)  2025-07-30T20:22Z [---] followers, [--] engagements


"This is the end of $DUOL as we know it. OpenAI has launched Study Mode a new version of the chatbot that strives to educate by withholding information until the user works through a problem OpenAI is attempting to burnish its reputation and join the AI education battleground"  
[X Link](https://x.com/ValueInvestShow/status/1950868150129455540)  2025-07-31T10:36Z [---] followers, [--] engagements


"$UNH is now trading at [----] levels. In [----] UNH's revenue was $201b Vs $400b in [----] In [----] UNH's profit was $14b Vs $20b in [----] 🚨 Before anyone calls this a buy the dip storyheres whats hurting $UNH right now"  
[X Link](https://x.com/ValueInvestShow/status/1951213154010067275)  2025-08-01T09:27Z [---] followers, [---] engagements


"3/ Value-based care is broken (for now): Pre-2021 these units ran 8%+ operating margins. [------] dropped to 2%. 2024+ Negative margins. Why: underpricing + elevated care intensity. Theyre paying more to deliver care than the contracts were built for"  
[X Link](https://x.com/ValueInvestShow/status/1951213160326644129)  2025-08-01T09:27Z [---] followers, [--] engagements


"4/ V28 hit is bigger than advertised. New Medicare Advantage payment formula (V28) is costing UNH roughly $11B over [--] years with $7B bleeding through [----]. Thats a margin drag that keeps profitability depressed until the tailwind reversal in 2027+"  
[X Link](https://x.com/ValueInvestShow/status/1951213163891876343)  2025-08-01T09:27Z [---] followers, [--] engagements


"@pepemoonboy is it a robinhood problem"  
[X Link](https://x.com/ValueInvestShow/status/1951261878514020363)  2025-08-01T12:40Z [---] followers, [---] engagements


"For people that are attacking the @DividendDude_X simply for expressing his opinion on $UNH I think is completely wrong and unfair. $UNH is not a meme stock its a diversified giant in the healthcare space and a company that is facing many problems which is why its facing"  
[X Link](https://x.com/ValueInvestShow/status/1952345481776140787)  2025-08-04T12:26Z [---] followers, [---] engagements


"So much downward pressure on its stock price. The turnaround will need a LOT of time best case we see a rebound by end of [----]. In the meantime $UNH is a business that delivers almost 4% dividend. I believe in the company and know for a fact that short-term it will suffer"  
[X Link](https://x.com/ValueInvestShow/status/1952345485907464446)  2025-08-04T12:26Z [---] followers, [---] engagements


"1/ This is a story of an investment I made a while back which +1000% since then and why it related so much to $UNH. This investment was $RR and when I entered back in August of [----] the stock was a falling knife investors were skeptical and the stock was down 80%"  
[X Link](https://x.com/ValueInvestShow/status/1952715653963493673)  2025-08-05T12:57Z [---] followers, [---] engagements


"4/ They managed within [--] years to get back on track breaking record revenues and becoming profitable as well. The stock bounced back 1000% and is now at all time highs. Dont get me wrong it was a rough 2-3 years with the stock essentially not moving at all until 2023"  
[X Link](https://x.com/ValueInvestShow/status/1952715690282004758)  2025-08-05T12:57Z [---] followers, [--] engagements


"5/ Which is why this reminds me so much of $UNH I made the mistake of selling $RR too early perhaps because I thought it wouldnt go higher but Im not doing this the same mistake with $UNH"  
[X Link](https://x.com/ValueInvestShow/status/1952715699979264262)  2025-08-05T12:57Z [---] followers, [---] engagements


"BREAKING 🚨 $AMD just reported Q2 earnings: Revenue: $7.7B vs $7.4B est ✅ EPS: $0.54 vs $0.48 est ✅ The stock is DOWN 4% after-hours. LISA SU DELIVERED ONCE AGAIN"  
[X Link](https://x.com/ValueInvestShow/status/1952829087505911925)  2025-08-05T20:28Z [---] followers, [----] engagements


"I dont doubt that $PLTR is a great company in fact I invested in the company back in [----] when the stock was trading at roughly $20 Ive exited my position a long time ago Yes in hindsight it has been a mistake But the valuation now is not making sense [---] P/E isnt rational"  
[X Link](https://x.com/ValueInvestShow/status/1953107288148881597)  2025-08-06T14:53Z [---] followers, [--] engagements


"$DECK gains since last month have essentially been ERASED for no business-specific reason. Stock is trading at $101 and guess who bought again. LOL Ill be buying more no worries. At 20% rev growth and [--] P/E Id happily buy more 😍 1/ I'm so happy with $DECK's latest earnings. They DELIVERED heavily Deck posted their Q1 [----] earnings and double-beat expectations. The stock jumped 12% after hours and at one point was up 17%. https://t.co/7Jl7PiAL6u 1/ I'm so happy with $DECK's latest earnings. They DELIVERED heavily Deck posted their Q1 [----] earnings and double-beat expectations. The stock"  
[X Link](https://x.com/ValueInvestShow/status/1953493367955825122)  2025-08-07T16:28Z [---] followers, [---] engagements


"@BelievableTruth Thats what $DECKs leadership said earlier in the year post their Q4 [----] earnings. However the brand still grew 20% y-y demand overall is still strong and growing exponentially in international markets. Even if demand is slowing in the US is being offset by a mile by intl"  
[X Link](https://x.com/ValueInvestShow/status/1953537036842897670)  2025-08-07T19:21Z [---] followers, [--] engagements


"@BelievableTruth $DECK is a global company. The demand they have in London both for Hoka and UGG is out of this world"  
[X Link](https://x.com/ValueInvestShow/status/1953560279704596747)  2025-08-07T20:54Z [---] followers, [--] engagements


"OpenAI's GPT [--] created an interactive game to learn French which essentially erased HALF of $DUOL's gains since their earnings release I have no doubt $DUOL is a great company (financially speaking) but is this an existential thread IMO churn rates on phone apps are high"  
[X Link](https://x.com/ValueInvestShow/status/1953760192862052646)  2025-08-08T10:08Z [---] followers, [---] engagements


"@HolySmokas Whats your take on Adobe Is it a value trap in the end or do you still believe in it"  
[X Link](https://x.com/ValueInvestShow/status/1954247614607835356)  2025-08-09T18:25Z [---] followers, [---] engagements


"1/ $DUOL completely erased all their gains post their earnings call. But for me its not that surprising to be honest Ive seen the same thing play out with another stock just a few days ago"  
[X Link](https://x.com/ValueInvestShow/status/1954929724763103612)  2025-08-11T15:35Z [---] followers, [---] engagements


"2/ $DECK x2 beat earnings showing strong double digit growth in revenue and very strong growth in net income Yet since the stock jumped 20% post earnings they have now lost all gains and trading at a P/E ratio of 15"  
[X Link](https://x.com/ValueInvestShow/status/1954929738033893566)  2025-08-11T15:35Z [---] followers, [---] engagements


"3/ $DECK is a company that is growing double digits at a P/E ratio of [--] while x2 beating estimates Yet investors tend to reward other companies with higher multiples Is this a market issue At the end of the day it doesnt matter as long as there is a disciplined approach"  
[X Link](https://x.com/ValueInvestShow/status/1954929742391500942)  2025-08-11T15:35Z [---] followers, [---] engagements


"So Americans wont buy Tesla Europeans arent buying Tesla. Where are all the $TSLA bulls the company is now shrinking in size its insane. Sales are declining month by month Surely if people are boycotting the car theyll boycott the robotaxi business as well Grok sucks on $aapl store for one reason 90% of America hates Musk and wont touch anything he owns including $TSLA Tesla RoboTaxi or Grok. These are not difficult concepts to understand. I have not and will never have animosity against Trump or any politician but there is a Grok sucks on $aapl store for one reason 90% of America hates Musk"  
[X Link](https://x.com/ValueInvestShow/status/1955548318093754682)  2025-08-13T08:33Z [---] followers, [--] engagements


"$AMD IS DOWN 2% TODAY OH NO BEARS ARE HAPPY In the meantime you can barely see the drop 🤣🤣 Im up +80% on $AMD we are soon going to x5"  
[X Link](https://x.com/ValueInvestShow/status/1956064868638892058)  2025-08-14T18:46Z [---] followers, [--] engagements


"Very well said. Not only tariff impact was essentially non existent which caused a huge stock drop in April and a great buy point BUT ALSO DTC . aw ma gad these numbers in the apparel/ shoes sector are unheard of I love the brand $ONON And $ONON (my second largest position) posted another blowout quarter 💥 while $LULU $NKE continue to suffer 👇 1) Growing +38% cFX YoY in 2Q-25 with DTC (own stores & own website) +54% cFX YoY 2) Despite tariffs gross margins are up 160bps QoQ to 61.5% 3) EBITDA margin https://t.co/hXXUNJq168 And $ONON (my second largest position) posted another blowout"  
[X Link](https://x.com/ValueInvestShow/status/1956088724774588661)  2025-08-14T20:21Z [---] followers, [---] engagements


"If you look at my YT channel Ive made numerous videos on $UNH - it feels so good seeing Warren Buffet aligning with my views Predictions: 1) $UNH is undervalued ✅ 2) $DECK x2 beat earnings ✅ 3) $ONON is a beast of a company✅ 4) $AMD gets to at least $150 ✅ 🙏🏼🙏🏼 4/ Ive broken down $UNH in my latest video + my intrinsic value for the business - check it out here https://t.co/JeGiWsY4OZ 4/ Ive broken down $UNH in my latest video + my intrinsic value for the business - check it out here https://t.co/JeGiWsY4OZ"  
[X Link](https://x.com/ValueInvestShow/status/1956237671644254481)  2025-08-15T06:13Z [---] followers, [---] engagements


"As is once market opens Ill be +10% on $UNH already"  
[X Link](https://x.com/ValueInvestShow/status/1956237793455116337)  2025-08-15T06:13Z [---] followers, [--] engagements


"I see a lot of inaccurate commentary about Warren Buffett buying UNH at the very bottom ($230) This is NOT TRUE The new UNH position must have been established between: April [--] June [--] Therefore the 🐐 bought UNH anywhere from as high as $580 to as low as $270 📈📈📈"  
[X Link](https://x.com/ValueInvestShow/status/1956262344503517252)  2025-08-15T07:51Z [---] followers, [--] engagements


"@TheEUInvestor $DECK"  
[X Link](https://x.com/ValueInvestShow/status/1957367307878932990)  2025-08-18T09:01Z [---] followers, [--] engagements


"2/ Careful research takes time and seldom results in a clear case for buying a large position. It is tedious to review company after company only to find that most are neither really special nor greatly undervalued"  
[X Link](https://x.com/ValueInvestShow/status/1957395298973634950)  2025-08-18T10:53Z [---] followers, [--] engagements


"3/ It is equally tedious to hold shares in a good company for an extended period. Even if the investment does well most of the time it feels like the stock is treading water or even going down"  
[X Link](https://x.com/ValueInvestShow/status/1957395301917925388)  2025-08-18T10:53Z [---] followers, [--] engagements


"4/ Part of the problem is that the value of the business is quoted [---] hours a day [--] days a week [--] weeks a year and market liquidity tempts us to trade from one stock to another"  
[X Link](https://x.com/ValueInvestShow/status/1957395304979828816)  2025-08-18T10:53Z [---] followers, [--] engagements


"5/ The second challenge to rational investing is to maintain ones logical convictions in the face of excess gloom or euphoria as reflected in stock prices. I doubt many owners of private companies are preoccupied with the value of their business on a short-term basis"  
[X Link](https://x.com/ValueInvestShow/status/1957395307861287186)  2025-08-18T10:53Z [---] followers, [--] engagements


"@thexcapitalist Exactly this has always been the strategy. Another company that is doing this is $DECK. Wonderful business. I tend to like management that are more conservative and prefer to over deliver even if they suffer short term from falling share prices"  
[X Link](https://x.com/ValueInvestShow/status/1957455032091058363)  2025-08-18T14:50Z [---] followers, [---] engagements


"$UPS CEO Bought [--] Million worth of UPS stock And I'm now thinking is it just too obvious 7.5% dividend yield makes NO SENSE"  
[X Link](https://x.com/ValueInvestShow/status/1957839561838485780)  2025-08-19T16:18Z [---] followers, [---] engagements


"There seems to be an overall market sell-off and here's [--] reasons WHY:"  
[X Link](https://x.com/ValueInvestShow/status/1958575460251508833)  2025-08-21T17:02Z [---] followers, [--] engagements


"1) Over the past [--] years August has been one of the worst-performing months for the S&P [---] (on average negative) July is usually stronger but it often leads into a pullback as earnings season ends and macro uncertainties (e.g. Fed meetings inflation etc.) weigh heavier"  
[X Link](https://x.com/ValueInvestShow/status/1958575466236764366)  2025-08-21T17:02Z [---] followers, [--] engagements


"1/ Fed Chair Powells Jackson Hole remarks today sparked a rally Stocks jumped (1.6%) and markets now see a 81% chance of a September rate cut. It wasnt hawkish but it wasnt dovish eitherit was steady grounded in data. Heres what he said"  
[X Link](https://x.com/ValueInvestShow/status/1958930371053330622)  2025-08-22T16:32Z [---] followers, [--] engagements


"Although I aint a big fan of $PLTR simply due to: 1) overvaluation 2) people pumping the stock without even understanding fundamentals I have to say Jack has broken down $PLTRs growth path exceptionally well I regret selling $PLTR way too early (avg. cost $15) After a 20-fold increase since DPO $PLTR has fallen 25% from its ATH. Not too long ago the stock fell by 40% (Feb-April). Volatility in stock price is nothing new to shareholders. However there's one metric in particular that is not only steady but accelerating: Growth. https://t.co/YfF0VakJyb After a 20-fold increase since DPO $PLTR"  
[X Link](https://x.com/ValueInvestShow/status/1959157877236523432)  2025-08-23T07:36Z [---] followers, [---] engagements


"Ive been talking about this. $DUOL faces heavy competition from LLMs $DUOL falling as $GOOG released a new language learning service based on Gemini. Ironically the dead AI company is now disrupting AI services. $DUOL's advantage doesn't come from what it teaches but how it teaches. The market will realize eventually. https://t.co/fvx5EtHUeY $DUOL falling as $GOOG released a new language learning service based on Gemini. Ironically the dead AI company is now disrupting AI services. $DUOL's advantage doesn't come from what it teaches but how it teaches. The market will realize eventually."  
[X Link](https://x.com/ValueInvestShow/status/1960594628044116057)  2025-08-27T06:46Z [---] followers, [---] engagements


"@Couch_Investor Yes but ChatGPT also revealed a demo which created a tailor made French game to learn French. While Duolingo incorporates ChatGPT it still faces competition from LLMs. In fact I can argue that LLMs may have an advantage as they improv & control the tech https://www.youtube.com/live/0Uu_VJeVVfosi=aIYEh6jxNLcv_7aQ&t=1322 https://www.youtube.com/live/0Uu_VJeVVfosi=aIYEh6jxNLcv_7aQ&t=1322"  
[X Link](https://x.com/ValueInvestShow/status/1960639208030163378)  2025-08-27T09:43Z [---] followers, [--] engagements


"@WealthyReadings @Couch_Investor Both I think you are adding words to my mouth I do think $DUOL is a great company and could be successful But with all the opportunities come risks e.g. wearables LLMs/new apps I am only seeing "DUOL will 100x" in X but no one is flagging the risks that come with it"  
[X Link](https://x.com/ValueInvestShow/status/1960643367089377718)  2025-08-27T09:59Z [---] followers, [--] engagements


"@vnkumarvnk Market crash incoming"  
[X Link](https://x.com/ValueInvestShow/status/1960797570432958632)  2025-08-27T20:12Z [---] followers, [--] engagements


"FCF down y-y for $NVDA while CAPEX grew FCF is expected to almost x3 by next year Very interesting"  
[X Link](https://x.com/ValueInvestShow/status/1961056565366030685)  2025-08-28T13:21Z [---] followers, [---] engagements


"$DECK is on a roll baby Up 20% the last [--] weeks It's not like I've been buying more at $100 [--] weeks ago 😂"  
[X Link](https://x.com/ValueInvestShow/status/1961445631018352774)  2025-08-29T15:07Z [---] followers, [---] engagements


"Google launched new features for Google Translate that will help users learn a new language with the help of AI Googles AI / Gemini is expanding rapidly to capture each and every opportunity possible $GOOG $DUOL"  
[X Link](https://x.com/ValueInvestShow/status/1961478525778624641)  2025-08-29T17:18Z [---] followers, [---] engagements


"Financial due diligence is great. But sometimes physical due diligence tells you more In fact Hokas flagship store in nyc was packed Also noticed way more people wearing Hokas vs other brands Not bad for a company supposedly facing stagnating growth in the US $DECK"  
[X Link](https://x.com/ValueInvestShow/status/1964734818538934378)  2025-09-07T16:57Z [---] followers, [---] engagements


"1/ $UNH is UP 4% pre-market because of this. UnitedHealth Groups 8-K estimate that 78% of its members will be in [--] Star or higher Medicare Advantage plans in Star Year 2026/Payment Year [----] Here's why this is good"  
[X Link](https://x.com/ValueInvestShow/status/1965384418711011531)  2025-09-09T11:58Z [---] followers, [---] engagements


"$ADBE beats revenue & EPS guide ✅ Raises guidance for FY25 ✅ To surpass AI-fueled ARR expectations ✅ What a quarter 🤩 Impressive from Adobe 👏🏻👏🏻"  
[X Link](https://x.com/ValueInvestShow/status/1966262753276080625)  2025-09-11T22:09Z [---] followers, [---] engagements


"$ADBE really just: x2 beat estimates Raised guidance Achieved target AI-related ARR a quarter earlier than anticipated And still now trading negative Wall street really HATES this stock"  
[X Link](https://x.com/ValueInvestShow/status/1966515038815957208)  2025-09-12T14:51Z [---] followers, [---] engagements


"@pepemoonboy @eToro has been doing it for years tho"  
[X Link](https://x.com/ValueInvestShow/status/1967003195684909111)  2025-09-13T23:11Z [---] followers, [---] engagements


"When I speak to DEEP TECH people amongst the best companies in the world I ALWAYS get a similar response about AI AI is the most disruptive tech ever Big Tech are burning B in cash because return will x100 Its not a coincidence OpenAI is losing x2 as money as it makes"  
[X Link](https://x.com/ValueInvestShow/status/1967289476419567888)  2025-09-14T18:08Z [---] followers, [--] engagements


"$AMD is trading at a $260B market cap I bought loads when it was trading at a $140-$150B mcap Sometimes I look at the numbers and I cant justify this But then the more I read about the compute DCs and tech needed to keep up with the demand I realize this is a $1T company"  
[X Link](https://x.com/ValueInvestShow/status/1967290687705264599)  2025-09-14T18:13Z [---] followers, [--] engagements


"As an investor you listen to Q calls Q&As to try and pin down to the companys leadership mission & goals Even more rarely you get to understand that mission and see it IRL $NKE under Elliot Hill is pushing for Nike Women & Nike Running and its evident from the streetsLdn"  
[X Link](https://x.com/ValueInvestShow/status/1968627239697662445)  2025-09-18T10:44Z [---] followers, [---] engagements


"$DUOL is the next $PLTR is probably the most deranged statement Ive seen This is why I like @alc2022 honestly the guy is talented in making the boldest claims ever and sometimes yes he is right But $DUOL is in a highly competitive market and by no means the next $PLTR"  
[X Link](https://x.com/ValueInvestShow/status/1969088679781007478)  2025-09-19T17:18Z [---] followers, [---] engagements


"Jensen is playing politics better than Lisa Su $AMD has a killer product especially with MI400X coming up but truth be told $NVDA is playing politics better (especially with the recent OpenAI invstm) and also CUDA is still the proprietary platform used by engineers Thoughts"  
[X Link](https://x.com/ValueInvestShow/status/1970477423423832516)  2025-09-23T13:16Z [---] followers, [---] engagements


"$UNH has paid dividends for [--] years Years. Let that sink in"  
[X Link](https://x.com/ValueInvestShow/status/1970561453032964209)  2025-09-23T18:50Z [---] followers, [----] engagements


"I just DOUBLED my $AMZN position Im holding forever. This is going to be the first [--] trillion dollar revenue company"  
[X Link](https://x.com/ValueInvestShow/status/1971297584494100652)  2025-09-25T19:35Z [---] followers, [----] engagements


"$UNH Analysts raising price target from $300 to $402 Based on three factors: 1) Recovery at Optum 2) Improving Medicare Advantage star ratings 3) Multi-year path for margin growth"  
[X Link](https://x.com/ValueInvestShow/status/1971549592081899946)  2025-09-26T12:17Z [---] followers, [---] engagements


"$HIMS bear case just dropped Is $UNH about to compete directly with $HIMS 👀👀👀👀 https://t.co/1VHBE4RFrp Is $UNH about to compete directly with $HIMS 👀👀👀👀 https://t.co/1VHBE4RFrp"  
[X Link](https://x.com/ValueInvestShow/status/1971657271966159170)  2025-09-26T19:24Z [---] followers, [---] engagements


"Im looking for a full stack engineer to partner with me in a very cool venture X do you thing find me someone"  
[X Link](https://x.com/ValueInvestShow/status/1971835061411762443)  2025-09-27T07:11Z [---] followers, [--] engagements


"Over the last [--] years $AMZN is the WORST performing out of the MAG7. $AMZN is a buy TODAY"  
[X Link](https://x.com/ValueInvestShow/status/1971992840873169023)  2025-09-27T17:38Z [---] followers, [---] engagements


"The company is trading at its most attractive valuation to date Can you convince me this company is NOT undervalued"  
[X Link](https://x.com/ValueInvestShow/status/1972234439230206399)  2025-09-28T09:38Z [---] followers, [--] engagements


"And yes they have quite a hefty stock-based compensation BUT SBC is near the top end for large-cap SaaS but not extreme by sector standards (Salesforce: $3.2B SBC 10% of revenue; Palantir: 1520%) Aggressive share buybacks are more than offsetting its SBC in 2025"  
[X Link](https://x.com/ValueInvestShow/status/1972234443093074199)  2025-09-28T09:38Z [---] followers, [--] engagements


"$DECK is DOWN again today almost nearing the $100 price mark once again This company now trades at [--] P/E Ratio 15% Revenue Growth 17% Net income growth What a STEAL These opportunities are RARE"  
[X Link](https://x.com/ValueInvestShow/status/1972677137346760926)  2025-09-29T14:57Z [---] followers, [----] engagements


"At $100 I just bought more $DECK I have loaded heavily this year My bet on the 23rd of October the company will CRUSH earnings This will be a $200 dollar stock in no time. All it needs is a clear view of what [----] earnings will look like"  
[X Link](https://x.com/ValueInvestShow/status/1973461295598055750)  2025-10-01T18:53Z [---] followers, [----] engagements


"Im up 52% on $ASML a position that I loaded heavily this year Insane mispricing for a company thats so powerful Avg cost basis - $679 Billion his is just the beginning 3/ You dont need to be a genius. Just own businesses that grow earnings over time. Amazon. META. UNH. GOOG. ASML. These were all hiding in plain sight. Its not timing the market its time in the market Financial freedom isnt about luck. Its about ownership. 3/ You dont need to be a genius. Just own businesses that grow earnings over time. Amazon. META. UNH. GOOG. ASML. These were all hiding in plain sight. Its not timing the"  
[X Link](https://x.com/ValueInvestShow/status/1973968120269455794)  2025-10-03T04:27Z [---] followers, [---] engagements


"$ONON has the most advanced light spray technology in the shoe industry Yet its trading at a 13.7B market cap and is DOWN 24% YTD This is a company that is growing at a TRIPLE digit rate in Asia You cannot write this stuff"  
[X Link](https://x.com/ValueInvestShow/status/1974768654492577836)  2025-10-05T09:28Z [---] followers, [---] engagements


"Its earnings season baby $AMD $ONON $DECK $UNH"  
[X Link](https://x.com/ValueInvestShow/status/1974963172802208078)  2025-10-05T22:21Z [---] followers, [---] engagements


"$AMD What is the so-what of this deal Heres [--] points of the deal EVERYONE needs to know about "  
[X Link](https://x.com/ValueInvestShow/status/1975471210453737825)  2025-10-07T08:00Z [---] followers, [---] engagements


"1/ Transformational Revenue Surge: The deal triples AMDs AI business locking in $18B/year in incremental revenue at full roll-out The full roll-out is expected to hit post mid [----] Here's what the financials look like until 2027"  
[X Link](https://x.com/ValueInvestShow/status/1975471214266331243)  2025-10-07T08:00Z [---] followers, [--] engagements


"2/ Dilution Risk Controlled but Real: The warrant structure means AMD will dilute shareholders as OpenAI deployments occur tied to stock price performance. But the earnings and cash generation from each GW far outweigh the impact especially given the share price floor"  
[X Link](https://x.com/ValueInvestShow/status/1975471219861561703)  2025-10-07T08:00Z [---] followers, [--] engagements


"3/ Gross Margin Leverage: AMDs datacenter gross margins are robust (55%) New revenue is high qualityunlike low-margin PC/gaming this drives strong incremental earnings per share. DC revenue growth will become exponential in the next years for $AMD"  
[X Link](https://x.com/ValueInvestShow/status/1975471223359611298)  2025-10-07T08:00Z [---] followers, [--] engagements


"BREAKING President Trump said the US would impose an ADDITIONAL 100% tariff on Chinese goods starting on November [--] [----]. 🤯🤯🤯 Is this Aprils tariff crackdown 2.0"  
[X Link](https://x.com/ValueInvestShow/status/1976759292155118057)  2025-10-10T21:18Z [---] followers, [--] engagements


"@alc2022 There is no way youve been holding $AMD since it was $4"  
[X Link](https://x.com/ValueInvestShow/status/1976990512201846863)  2025-10-11T12:37Z [---] followers, [---] engagements


"Impressive his average is perfectly rounded decimals The guy is obviously a tactical genius He forgot to add his gopro trade oh wait it lost 99% of its value Just hold extraordinary companies forever https://t.co/HBuz7Bqmj7 Just hold extraordinary companies forever https://t.co/HBuz7Bqmj7"  
[X Link](https://x.com/ValueInvestShow/status/1977004370098286953)  2025-10-11T13:32Z [---] followers, [--] engagements


"The VIX Index SPIKED the last month Are we close to a big market correction 🤯"  
[X Link](https://x.com/ValueInvestShow/status/1977276185903350151)  2025-10-12T07:32Z [---] followers, [--] engagements


"ASML reports earnings tomorrow 👀 The company expects revenues between 7.4B7.9B while analysts are a bit more bullish Zacks estimates $8.81B up 7.3% YoY. EPS is projected at $6.36 up 9.7% YoY and interestingly that numbers been revised upward in the past [--] days"  
[X Link](https://x.com/ValueInvestShow/status/1978024798434328897)  2025-10-14T09:07Z [---] followers, [--] engagements


"Just opened a 3% position in $WIZZ ✈ Analyzed [--] airlines Wizz ranks top [--] in FCF yield PRASM/CASM & #1 in revenue/employee. Down 80% from ATH. Doubling aircraft. Dominates Eastern Europe. Ukraine upside. Leased fleet = asset light. Coiled spring energy"  
[X Link](https://x.com/ValueInvestShow/status/1936468230744273043)  2025-06-21T16:56Z [---] followers, [--] engagements


"📉10 Beaten-Down Quality Stocks to Watch 📈 1.$META Meta 2.$UNH UnitedHealth 3.$GOOG Alphabet 4.$AMZN Amazon 5.$PEP PepsiCo 6.$NKE Nike 7.$BABA Alibaba 8.$DECK Deckers 9.$ASML ASML Holding 10.$WIZZ - Wizz Air Which are you buying 👇"  
[X Link](https://x.com/ValueInvestShow/status/1942850117922652289)  2025-07-09T07:35Z [---] followers, [--] engagements


"3/ But heres the opportunity: These are fantastic brands. The kind I actually wear every day. ✅ I buy Nike ✅ I live in ON ✅ I run in Hokas When great companies trade at [---] year valuation lows I dont wait Which is why I've bought $NIKE and $ONON this year"  
[X Link](https://x.com/ValueInvestShow/status/1942879452200866264)  2025-07-09T09:32Z [---] followers, [---] engagements


"4/ Which brings me to my newest position: $DECK Deckers owns Hoka & UGG and this is not your typical retailer. 📈 [--] quarters of earnings ✅ Beat EPS [--] times 📉 ZERO debt 🏃♂ Double digit growth over the last 5y This is one of the strongest balance sheets in the industry"  
[X Link](https://x.com/ValueInvestShow/status/1942879456105832655)  2025-07-09T09:32Z [---] followers, [---] engagements


"Great news for $WIZZ stock soon enough we will see a rebound of this stock for good and there will be no coming back to low [----] levels Wizz Air Returns to Tel Aviv Were back and were back with purpose We are resuming flights to Tel Aviv from [--] August [----] more than a month ahead of schedule. As the region reopens were leading the way with [--] routes from [--] countries including Budapest Larnaca Abu Wizz Air Returns to Tel Aviv Were back and were back with purpose We are resuming flights to Tel Aviv from [--] August [----] more than a month ahead of schedule. As the region reopens were leading the"  
[X Link](https://x.com/ValueInvestShow/status/1943259032690815245)  2025-07-10T10:40Z [---] followers, [---] engagements


"2/ 🔹 $UNH UnitedHealth Group Price: $304 Intrinsic Value: $397$597 Gap: Undervalued by 23%49% 3-Yr Target: $650700"  
[X Link](https://x.com/ValueInvestShow/status/1944333929311305739)  2025-07-13T09:51Z [---] followers, [---] engagements


"3/ 🔹 $DECK Deckers Corporation Price: $101.7 Intrinsic Value: $114$147 Gap: Undervalued by 11%44% 3-Yr Target: $160180"  
[X Link](https://x.com/ValueInvestShow/status/1944333940442996864)  2025-07-13T09:51Z [---] followers, [---] engagements


"Great news for $WIZZ the Abu Dhabi operations were not profitable at all and were eating up from overall profitability. This shift in strategic alignment will allow for a less in-debt and more profitable Wizz I am bullish Wizz Air Holdings PLC (Wizz Air) today announces a strategic realignment that reinforces the Companys core strength and focus in Central and Eastern Europe and select Western European markets. This decision follows a comprehensive reassessment of market dynamics operational https://t.co/KHYIvyIaWJ Wizz Air Holdings PLC (Wizz Air) today announces a strategic realignment that"  
[X Link](https://x.com/ValueInvestShow/status/1944702512365195396)  2025-07-14T10:16Z [---] followers, [---] engagements


"$WIZZ is suspending operations in Abu Dhabi and investors like it This was expected their Abu Dhabi operations were not profitable and were eating up from overall margins For $WIZZ the opportunity lies is in Eastern EU and Ukraine Leadership wants profitability & Debt"  
[X Link](https://x.com/ValueInvestShow/status/1944715601114493256)  2025-07-14T11:08Z [---] followers, [--] engagements


"3/ 🔹 $NKE (Nike) Earnings Yield: 3.1% ➡ Thats $0.031 per $1 modest but solid for a consumer staple with strong brand power"  
[X Link](https://x.com/ValueInvestShow/status/1945754313709453402)  2025-07-17T07:55Z [---] followers, [--] engagements


"4/ 🔹 $LVMUY (LVMH) Earnings Yield: 5.7% ➡ Thats $0.057 per $1 luxury with income not just price appreciation"  
[X Link](https://x.com/ValueInvestShow/status/1945754322215591963)  2025-07-17T07:55Z [---] followers, [---] engagements


"3/ You dont need to be a genius. Just own businesses that grow earnings over time. Amazon. META. UNH. GOOG. ASML. These were all hiding in plain sight. Its not timing the market its time in the market Financial freedom isnt about luck. Its about ownership"  
[X Link](https://x.com/ValueInvestShow/status/1947292327707320705)  2025-07-21T13:47Z [---] followers, [---] engagements


"GM/ GA Market looking red today is this an opportunity to buy My eyes are at: $UNH $DECK $WIZZ $MC"  
[X Link](https://x.com/ValueInvestShow/status/1947672991556333792)  2025-07-22T15:00Z [---] followers, [---] engagements


"I'm up 62.5% over the last [--] months and to think my [----] investments are yet to WIN BIG As we enter August and with a handful of months left to complete [----] my eyes are on: $UNH $DECK $WIZZ $MC $AMD and $ONON"  
[X Link](https://x.com/ValueInvestShow/status/1949526414383796618)  2025-07-27T17:44Z [---] followers, [---] engagements


"Why is no one talking about the fact that: 1) Subscriber growth is slowing down 2) Revenue decreased on a q-q basis for the first time ever $HIMS share price is unjustified it should trade at $30"  
[X Link](https://x.com/ValueInvestShow/status/1952775686185467971)  2025-08-05T16:56Z [---] followers, [---] engagements


"2 months since making the tweet. Im now +20% on $WIZZ and we are no where near where the stock will be by [----] 5/ Institutions still hold 53%+ of $WIZZ Insiders are buying The CEO has skin in the game And its one of the most efficient airlines in Europe Just like PetroChina The market got noisy But the value was financially fat. 📉 📈 Conviction chaos. 5/ Institutions still hold 53%+ of $WIZZ Insiders are buying The CEO has skin in the game And its one of the most efficient airlines in Europe Just like PetroChina The market got noisy But the value was financially fat. 📉 📈 Conviction chaos"  
[X Link](https://x.com/ValueInvestShow/status/1953847689902211524)  2025-08-08T15:56Z [---] followers, [---] engagements


"$WIZZ what a beast of a company Bratislava get ready to fly ✈🎉 We've added incredible new destinations to our network. From city breaks to beach escapes your perfect trip is waiting. Don't miss out book your ticket now to WIZZ into new experiences ➡ https://t.co/RDiSCj50NR https://t.co/RX52Iq7pNY Bratislava get ready to fly ✈🎉 We've added incredible new destinations to our network. From city breaks to beach escapes your perfect trip is waiting. Don't miss out book your ticket now to WIZZ into new experiences ➡ https://t.co/RDiSCj50NR https://t.co/RX52Iq7pNY"  
[X Link](https://x.com/ValueInvestShow/status/1955658398021890542)  2025-08-13T15:51Z [---] followers, [---] engagements


"$AMD is up 100% in [--] months and bro is posting about $HUN All these stocks will be up 100%+ in [--] months. $HUN $DOW $LYB $BAK $SSL https://t.co/7iMfhLcDlh All these stocks will be up 100%+ in [--] months. $HUN $DOW $LYB $BAK $SSL https://t.co/7iMfhLcDlh"  
[X Link](https://x.com/ValueInvestShow/status/1957750047749050588)  2025-08-19T10:22Z [---] followers, [---] engagements


"I'm x2 beating the S&P [---] index. I'm up 23% YTD Vs S&P's 10% YTD I bought [--] NEW stocks this year: $ONON $DECK $WIZZ $UNH $AMD $GOOG I've bought the absolute bottom of these companies (THIS YEAR) and they have been significantly outperforming the market"  
[X Link](https://x.com/ValueInvestShow/status/1962515072573411655)  2025-09-01T13:57Z [---] followers, [---] engagements


"@grok compared to April's low how are these stocks performing in % terms"  
[X Link](https://x.com/ValueInvestShow/status/1962516793345355917)  2025-09-01T14:03Z [---] followers, [--] engagements


"$HNGE AT NYSE"  
[X Link](https://x.com/ValueInvestShow/status/1965186908017098843)  2025-09-08T22:54Z [---] followers, [--] engagements


"Taking a moment to appreciate how far $UNH has become since July already $UNH will be so obvious in [--] years. People will say I should have invested at $280 Ive seen it so many times $UNH will be so obvious in [--] years. People will say I should have invested at $280 Ive seen it so many times"  
[X Link](https://x.com/ValueInvestShow/status/1966220272358592624)  2025-09-11T19:20Z [---] followers, [---] engagements


"4/ This means EPS Acceleration: By [----] AMD could deliver $12+/share annual EPS (vs. $34 before the deal) with datacenter AI as the largest segment. This will also boost FCF and FCF/share which has a direct correlation to the stock price"  
[X Link](https://x.com/ValueInvestShow/status/1975471226270482810)  2025-10-07T08:00Z [---] followers, [---] engagements


"5/ Stock Price Impact: With EPS targets and warrant milestones tied to share price (final milestone: $600/share) AMDs management is incentivized to push performancebenefiting all shareholders if deployment targets are met. $AMD is a TRILLION dollar company in the making"  
[X Link](https://x.com/ValueInvestShow/status/1975471229449777644)  2025-10-07T08:00Z [---] followers, [---] engagements


"While Im super happy with my $AMD position which is up 130% I never settle. This week Ive been buying $DECK quite heavily. Wall street fully underestimates the brand power of UGG and HOKA. If you own $DECK pin this because in 1-2 years this will be a +$200 dollar stock"  
[X Link](https://x.com/ValueInvestShow/status/1975962524752425002)  2025-10-08T16:32Z [---] followers, [----] engagements


"INSANE $DECK is now down 54% and [--] P/E RATIO This is a company with: 1) Double digit growth in revenue 2) Solid double digit margins 3) Consistent historical growth the last 5-10 years 4) [--] debt yes [--] 5) 1.9B in cash WOW. I'm adding more no problem thanks wall street"  
[X Link](https://x.com/ValueInvestShow/status/1976673893667709412)  2025-10-10T15:39Z [---] followers, [----] engagements


"@qualtrim $DECK is an insane company trading at [--] PE what a gift"  
[X Link](https://x.com/ValueInvestShow/status/1976990746164048209)  2025-10-11T12:38Z [---] followers, [----] engagements


"@ValueSense_io You should check $DECK 4.4% yield insane fundamentals and down 53% this year 😍"  
[X Link](https://x.com/ValueInvestShow/status/1978739420032331777)  2025-10-16T08:26Z [---] followers, [---] engagements


"These [--] stocks are a BUY today imo and wouldnt be surprised if they x2 in the next 1-2 years 1) $DECK 2) $ONON 3) $AMZN 4) $ADBE A 🎁"  
[X Link](https://x.com/ValueInvestShow/status/1979243293247471809)  2025-10-17T17:49Z [---] followers, [----] engagements


"The current S&P [---] PE ratio is floating around 29-30 Are these levels sustainable I wouldnt be surprised if the market keeps climbing for the next 2-3 months and then we see a major correction"  
[X Link](https://x.com/ValueInvestShow/status/1979842773240144001)  2025-10-19T09:31Z [---] followers, [--] engagements


"@StockMKTNewz $DECK is free money at this point"  
[X Link](https://x.com/ValueInvestShow/status/1980516251232620570)  2025-10-21T06:07Z [---] followers, [---] engagements


"We knew this all along. Nothing new. UNH is implementing huge cost cutting measures and leveraging AI as they indicated in their Q2 earnings call. From here onwards UNH's way is only UP 🚨 $UNH is going AI $UNH is testing an innovative AI-powered claims processing system named Optum Real designed to streamline medical billing and reduce claim denials. Rolled out at Allina Health a Minnesota-based network this system has improved claim approvals for over https://t.co/JLtNogb7jj 🚨 $UNH is going AI $UNH is testing an innovative AI-powered claims processing system named Optum Real designed to"  
[X Link](https://x.com/ValueInvestShow/status/1981035774523904325)  2025-10-22T16:31Z [---] followers, [---] engagements


"@HolySmokas Adobe and salesforce for sure"  
[X Link](https://x.com/ValueInvestShow/status/1981441940429139980)  2025-10-23T19:25Z [---] followers, [--] engagements

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