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# ![@invest091 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1653564935782400000.png) @invest091 Michael | Stock Spotlight 🎙️

Michael | Stock Spotlight 🎙️ posts on X about $tyl, $bmi, $ctas, $manh the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1653564935782400000/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1653564935782400000/c:line/m:interactions.svg)

- X Week XXXXXX +10%
- X Month XXXXXX +72%
- X Months XXXXXXX +98%
- X Year XXXXXXX +481%

### Mentions: XXX [#](/creator/twitter::1653564935782400000/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1653564935782400000/c:line/m:posts_active.svg)

- X Week XXX +14%
- X Month XXX +34%
- X Months XXX -X%
- X Year XXXXX +194%

### Followers: XXXXX [#](/creator/twitter::1653564935782400000/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1653564935782400000/c:line/m:followers.svg)

- X Week XXXXX +2.20%
- X Month XXXXX +9.40%
- X Months XXXXX +124%
- X Year XXXXX +229%

### CreatorRank: XXXXXXX [#](/creator/twitter::1653564935782400000/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1653564935782400000/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1653564935782400000/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [social networks](/list/social-networks)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [agencies](/list/agencies)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[$tyl](/topic/$tyl) #1, [$bmi](/topic/$bmi) #5, [$ctas](/topic/$ctas) #41, [$manh](/topic/$manh) #10, [$sfm](/topic/$sfm) #5, [over the](/topic/over-the) 3.13%, [cash flow](/topic/cash-flow) #147, [stocks](/topic/stocks) 2.34%, [balance sheet](/topic/balance-sheet) #1269, [$tdg](/topic/$tdg) #13

**Top accounts mentioned or mentioned by**
[@saynototrading](/creator/undefined) [@durablecreators](/creator/undefined) [@longequity](/creator/undefined) [@stonkmetal](/creator/undefined) [@value_wizard](/creator/undefined) [@cashflowmuse](/creator/undefined) [@teabagcapital](/creator/undefined) [@shivamkashan](/creator/undefined) [@jerrycap](/creator/undefined) [@krisrymer](/creator/undefined) [@finchatio](/creator/undefined) [@fiscalai](/creator/undefined) [@valuewizard](/creator/undefined) [@dimitrynakhla](/creator/undefined) [@mh1411996](/creator/undefined) [@ashton1nvests](/creator/undefined) [@tylerhardt](/creator/undefined) [@waterportcap](/creator/undefined) [@sassenbuffet](/creator/undefined) [@dissectmarkets](/creator/undefined)

**Top assets mentioned**
[Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Bridge Mutual (BMI)](/topic/$bmi) [Cintas Corporation (CTAS)](/topic/$ctas) [Manhattan Associates, Inc. (MANH)](/topic/$manh) [SafeMoon (SFM)](/topic/$sfm) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Medicalchain (MTN)](/topic/$mtn) [Spotify Technology (SPOT)](/topic/$spot) [Copart, Inc. (CPRT)](/topic/$cprt) [Decentral Games ICE (ICE)](/topic/$ice) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Cboe Global Markets, Inc. (CBOE)](/topic/$cboe) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [Align Technology, Inc. (ALGN)](/topic/$algn) [CME Group Inc (CME)](/topic/$cme) [Adappter Token (ADP)](/topic/$adp) [KLA Corp (KLAC)](/topic/$klac) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Xylem Inc (XYL)](/topic/$xyl) [Itron Inc (ITRI)](/topic/$itri) [Roper Technologies Inc (ROP)](/topic/$rop) [Msci Inc (MSCI)](/topic/$msci) [S&P Global Inc (SPGI)](/topic/$spgi) [UNIPOLY (UNP)](/topic/$unp) [Paycom Software Inc (PAYC)](/topic/$payc) [Sprouts Farmers Market, Inc. (SFM)](/topic/sfm-sprouts-farmers-market) [Walmart, Inc. (WMT)](/topic/$wmt) [Rollins, Inc. (ROL)](/topic/$rol) [Teledyne Technologies Incorporated (TDY)](/topic/$tdy) [Coursera, Inc. (COUR)](/topic/$cour) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Oracle Corporation (ORCL)](/topic/$orcl) [Workday Inc (WDAY)](/topic/$wday) [Ferrari N.V. (RACE)](/topic/$race) [CatCoin (CAT)](/topic/$cat) [Deere & Company (DE)](/topic/$de) [McGraw Hill, Inc. (MH)](/topic/$mh) [Emerson Electric Co. (EMR)](/topic/$emr)
### Top Social Posts [#](/creator/twitter::1653564935782400000/posts)
---
Top posts by engagements in the last XX hours

"🔍 Been digging into $FICO and and this chart says it all. In mortgage origination lenders pay credit bureaus bureaus pay FICO a royalty and the score flows downstream into underwriting GSEs and MBS. FICOs rails are everywhere. Did I miss anything #Investing #FICO #Credit #MortgageOrigination"  
[X Link](https://x.com/invest091/status/1979596839520551146) [@invest091](/creator/x/invest091) 2025-10-18T17:14Z 1983 followers, 3144 engagements


"@EACinvestor Welcome to the $BMI club"  
[X Link](https://x.com/invest091/status/1969401829411995806) [@invest091](/creator/x/invest091) 2025-09-20T14:02Z 1976 followers, XX engagements


"@JerryCap I see $CTAS in there too 👀"  
[X Link](https://x.com/invest091/status/1971448899568349574) [@invest091](/creator/x/invest091) 2025-09-26T05:37Z 1976 followers, XXX engagements


"Nice deep dive on my favorite grocer $SFM. Hard not to like the long-term story here with store expansion a new loyalty program and an improving margin profile. Could be worth keeping an eye on if price drops below $100"  
[X Link](https://x.com/invest091/status/1975767880504647970) [@invest091](/creator/x/invest091) 2025-10-08T03:39Z 1976 followers, XXX engagements


"Update: Couldn't resist and updated $SFM tonight. Their Quality Score improved to a XX% (78th percentile overall 95th sector) of XXX stocks analyzed in my database. Impressive"  
[X Link](https://x.com/invest091/status/1975811574779855291) [@invest091](/creator/x/invest091) 2025-10-08T06:32Z 1976 followers, XXX engagements


"@SayNoToTrading Weirdly enough Im going Cintas despite owning Ferrari (maybe its bc I prefer B2B). Hoping Cintas drops a little more so I can start a position there soon"  
[X Link](https://x.com/invest091/status/1976364987200532546) [@invest091](/creator/x/invest091) 2025-10-09T19:11Z 1976 followers, XXX engagements


"$SFM doesnt need to be $WMT to have a moat. Lets map it against Morningstars X sources 👇 🧠 Intangible Assets: Health-focused brand & positioning soft edge 🔁 Switching Costs: Low but loyal niche base 🌐 Network Effects: ❌ none 💰 Cost Advantage: Small box + focused SKUs = margin edge 🏪 Efficient Scale: Targeted suburban markets Cost Advantage + Efficient Scale narrow moat"  
[X Link](https://x.com/invest091/status/1976818167344496881) [@invest091](/creator/x/invest091) 2025-10-11T01:12Z 1976 followers, XXX engagements


"Most early slides in retail decks are all revenue revenue revenue. $SFM Expanding ROIC and we're not even on slide X. Theyre aiming to: ✅ Add stores intelligently ✅ Own fresh distribution ✅ Increase local offerings ✅ Drive personalization & loyalty Early signs of a capital-efficient compounder. Might be time to start a position. #Sprouts #InvestorDecks"  
[X Link](https://x.com/invest091/status/1977167833881542953) [@invest091](/creator/x/invest091) 2025-10-12T00:22Z 1976 followers, XXX engagements


"One area of opportunity with $SFM is scaling its new loyalty program to drive personalization via 1P shopper data"  
[X Link](https://x.com/invest091/status/1978127796749623498) [@invest091](/creator/x/invest091) 2025-10-14T15:56Z 1976 followers, XXX engagements


"One thing I like about $CTAS is that despite having a lot of Goodwill on the Balance Sheet there isn't a history of impairments. 2025 10-K:"  
[X Link](https://x.com/invest091/status/1978910567185142199) [@invest091](/creator/x/invest091) 2025-10-16T19:47Z 1976 followers, XXX engagements


"@DurableCreators Great work. For pest control its pretty much just $ROL and $RTO for publicly traded companies"  
[X Link](https://x.com/invest091/status/1946945932265971763) [@invest091](/creator/x/invest091) 2025-07-20T14:50Z 1973 followers, 1848 engagements


"@DurableCreators $TDY Sensing tech used in firefighting/search & rescue"  
[X Link](https://x.com/invest091/status/1956728543087575526) [@invest091](/creator/x/invest091) 2025-08-16T14:43Z 1971 followers, XXX engagements


"$BMI YouTube episode link:"  
[X Link](https://x.com/invest091/status/1965770660061556885) [@invest091](/creator/x/invest091) 2025-09-10T13:33Z 1976 followers, XXX engagements


"Historically $MTN has commanded mid-teens EV/EBITDA multiples. Today: 8.9x. Thats not just cheap vs. its own history its pricing in structural decline. If the ski industry can hold steady visits & margins how does this setup not work"  
[X Link](https://x.com/invest091/status/1966202078763601949) [@invest091](/creator/x/invest091) 2025-09-11T18:08Z 1969 followers, XXX engagements


"@MorningstarInc $TYL undervalued First I've heard of that in awhile"  
[X Link](https://x.com/invest091/status/1970248497183236113) [@invest091](/creator/x/invest091) 2025-09-22T22:07Z 1968 followers, XX engagements


"🚨 $MTN Q4 '25: Deeper Seasonal Loss Flat FY26 Guide Eyes on FY27 Reacceleration 🎿 Q4 '25 Results: 📈 Revenue: $271.29M vs. $273.69M est. (2.2% YOY XXXX% miss) 💰 EPS (GAAP): -$5.08 vs. -$4.74 est. (8.1% deeper loss YOY XXX% miss) Key Metrics: ⛷ North American Skier Visits (FY25): -X% YOY 🎫 Non-Pass Effective Ticket Price: +5.1% YOY Balance Sheet: 💰 Net Cash (Debt): -$2.75B 📉 Net Debt / EBITDA: 3.2x FY26 Guide: 📊 Net Income: $201M$276M (vs. $280M FY25 midpoint implies decline) 📊 Resort EBITDA: $842M$898M (flat to modest growth) Q4 results highlight the seasonal loss pattern and a slight"  
[X Link](https://x.com/invest091/status/1972764671674556652) [@invest091](/creator/x/invest091) 2025-09-29T20:45Z 1968 followers, XXX engagements


"@longshortlifer @Mindset4Money_X Also $TYL for pure play government public sector software. I do like Constellation as well just a different biz model on the M&A front"  
[X Link](https://x.com/invest091/status/1973237130534199434) [@invest091](/creator/x/invest091) 2025-10-01T04:02Z 1969 followers, XX engagements


"🎓 New Quality Score for $COUR Coursera Coursera runs one of the worlds largest online learning platforms and scored XX% on my 33-question checklist ✅ 🧠 Strengths: Momentum Valuation Solvency Liquidity ⚠ Weaknesses: Growth Efficiency Industry Rating Management Schwab rating: B GuruFocus: XX (17th percentile sector) Rank: T-170 / XXX overall Sector: 31st / Consumer Discretionary #StockSpotlight #QualityScore #CourtOrder"  
[X Link](https://x.com/invest091/status/1973485571768205550) [@invest091](/creator/x/invest091) 2025-10-01T20:30Z 1971 followers, XXX engagements


"📊 Welcome to Valuation Friday Every few Fridays Ill either: ✅ Run a valuation (DCF reverse DCF yield-based or multiples) ✅Or share how I think about valuation depending on the business model and life stage This week: $CDNS Cadence Design Systems What they do: 🧠 Cadence builds EDA software (electronic design automation) used to design chips. Theyre a critical pick-and-shovel in the semiconductor supply chain. What to use to value them: EV/EBIT. Captures strong profitability without the noise of high stock-based comp EV/(EBIT+R&D). R&D is their lifeblood and this metric treats it more like"  
[X Link](https://x.com/invest091/status/1974104650426032592) [@invest091](/creator/x/invest091) 2025-10-03T13:30Z 1973 followers, XXX engagements


"@long_equity $CTAS $ADP no surprise there both under discussed quality companies on X only issue is that Cintas is hardly ever "cheap" while ADP has at least pulled back a decent amount recently. Really cool"  
[X Link](https://x.com/invest091/status/1974138004538265871) [@invest091](/creator/x/invest091) 2025-10-03T15:42Z 1974 followers, XXX engagements


"Looking at $TYL vs peers $ORCL $WDAY $IIIV over the past decade Tyler and Workday were neck-and-neck on returns until Oracle's breakout this year. Who would you pick for the next X years"  
[X Link](https://x.com/invest091/status/1974177379275755562) [@invest091](/creator/x/invest091) 2025-10-03T18:19Z 1971 followers, XXX engagements


"$TYL is 3-5% above my starter position entry point. Looking at the 5-YR weekly EMAs in the screenshot below"  
[X Link](https://x.com/invest091/status/1975311001781477645) [@invest091](/creator/x/invest091) 2025-10-06T21:23Z 1971 followers, XXX engagements


"$TYL now trades at about 21x its 2030 FCF target (13% multiple compression since mid-August)"  
[X Link](https://x.com/invest091/status/1975312045773103179) [@invest091](/creator/x/invest091) 2025-10-06T21:27Z 1971 followers, XXX engagements


"$TYL pullback starting to look more intriguing"  
[X Link](https://x.com/invest091/status/1975494809856188882) [@invest091](/creator/x/invest091) 2025-10-07T09:34Z 1971 followers, XXX engagements


"Morningstar on $KLAC (KLA Corp) 🏰Moat: Wide anchored in intangible assets + high switching costs. KLAC dominates process control & inspection with XX% market share. Chipmakers depend on its tools for yield management. 🌍 TAM: Semi capex market projected to exceed $200B by 2030 with process control growing faster than overall WFE. KLAC is positioned to keep expanding as node complexity (e.g. EUV) drives inspection demand. 🎙 A textbook wide moat semi name scale IP and customer lock-in cement KLACs role as the backbone of process control"  
[X Link](https://x.com/invest091/status/1975583645571424521) [@invest091](/creator/x/invest091) 2025-10-07T15:27Z 1971 followers, XXX engagements


"Note: $SFM scored a XX% Quality Score (71st percentile overall 90th sector) back in Aug '23 might be time to refresh that again 🤔"  
[X Link](https://x.com/invest091/status/1975779955465462215) [@invest091](/creator/x/invest091) 2025-10-08T04:27Z 1975 followers, XXX engagements


"$TYL Episode XX YouTube link:"  
[X Link](https://x.com/invest091/status/1975924263090532701) [@invest091](/creator/x/invest091) 2025-10-08T14:00Z 1971 followers, XXX engagements


"In addition to my 33-question Quality Checklist I also run each company through a quick Quality Growth Screen. Heres $TYL scorecard: ⚠ Predictability: 1/2 ✅ Profitability: 2/2 ✅ Growth & Conversion: 3/3 ❌ Value Creation: 0/2 Total: 6/9 🎧 Full breakdown on the pod 👇"  
[X Link](https://x.com/invest091/status/1975929172427239679) [@invest091](/creator/x/invest091) 2025-10-08T14:20Z 1971 followers, XXX engagements


"$CTAS continues to quietly execute. SBC as a % of Operating Cash Flow has fallen from XX% in 2016 to XXX% today well below the 10-year median of 8.6%. Lower SBC less dilution more FCF per share for shareholders. They are also the feature company of Episode XX launching in November"  
[X Link](https://x.com/invest091/status/1976707299285827691) [@invest091](/creator/x/invest091) 2025-10-10T17:52Z 1973 followers, XXX engagements


"$TYL Analysts see revenue climbing to $2.84B in 27e. Thats an XX% CAGR over the next X years. Reasonable Tylers annual industry market growth is only guided at 4-6% annually so analysts are clearly banking on share gains + maybe federal expansion. Do we investors buy this pace"  
[X Link](https://x.com/invest091/status/1976743286896234749) [@invest091](/creator/x/invest091) 2025-10-10T20:15Z 1971 followers, XXX engagements


"$CTAS Reddit reviews are pretty scathing but I think this comment summarized how us investors should approach reading reviews and experiences of businesses on places like Reddit. 👇"  
[X Link](https://x.com/invest091/status/1977005770974937182) [@invest091](/creator/x/invest091) 2025-10-11T13:38Z 1973 followers, XXX engagements


"📊 $TTD's Interest Coverage is elite. 10-YR avg: 92x 2024: 283x 😳 Industry median Just 11x. Minimal debt. Strong EBIT. Another reason The Trade Desk stays on my watchlist. #TTD #QualityStocks #StockSpotlight #FinTwit"  
[X Link](https://x.com/invest091/status/1977018098088649045) [@invest091](/creator/x/invest091) 2025-10-11T14:27Z 1974 followers, 1189 engagements


"🚨 Reverse DCF on $CTAS 🚨 TTM FCF/share: $XXXX Discount Rate: X% Exit Multiple: XX Horizon: XX yrs 👉 Implied FCF/share CAGR: XXXX% 📜 History: 3YR: XXXX% 5YR: XXXX% 10Y: 18.7%. 🔸 Sensitivity Analysis: XX XXXX% XX XXXX% XX XXXX% 👉 Valuation looks fair not cheap. Great biz. Probably a buy the dip not back up the truck moment"  
[X Link](https://x.com/invest091/status/1977524688789352479) [@invest091](/creator/x/invest091) 2025-10-13T00:00Z 1971 followers, XXX engagements


"@MH1411996 @hataf_capital You don't invest in $RACE for a 2030 return. You invest in it to give your children"  
[X Link](https://x.com/invest091/status/1977777394162557191) [@invest091](/creator/x/invest091) 2025-10-13T16:44Z 1973 followers, XXX engagements


"$CTAS First Aid & Safety Services is the companys workplace safety products and training arm. It's XX% of revs but FY25 +15% organic growth and XX% gross margin. Only two negative quarters since 2018. Why so steady Regular restocking and training are driven by workplace safety regulations creating recurring non-discretionary demand Cintas leverages its existing delivery routes to service these accounts keeping costs low and margins high"  
[X Link](https://x.com/invest091/status/1977783642219753870) [@invest091](/creator/x/invest091) 2025-10-13T17:09Z 1973 followers, XXX engagements


"$CTAS Forward PE now at 37x 10-YR avg is 34x. $XXX would be a nice entry price based on the chart below but I might not be able to wait that long. 😀"  
[X Link](https://x.com/invest091/status/1978039577978753105) [@invest091](/creator/x/invest091) 2025-10-14T10:06Z 1973 followers, XXX engagements


"🧮 Why I like EV / (EBIT + R&D) for valuing $TTD: It levels the playing field. The Trade Desk reinvests heavily in R&D instead of M&A but GAAP punishes that by expensing it. This multiple adds R&D back treating it like growth capex - great for innovation-first companies. #TTD #Valuation"  
[X Link](https://x.com/invest091/status/1978128667701039255) [@invest091](/creator/x/invest091) 2025-10-14T16:00Z 1968 followers, XXX engagements


"@SayNoToTrading I also bought some today very small starter position I'm hoping I can build up over time nice job beating me on cost basis I got it at $XXX 😅"  
[X Link](https://x.com/invest091/status/1978201181706174507) [@invest091](/creator/x/invest091) 2025-10-14T20:48Z 1973 followers, XXX engagements


"Skier visits in NA: 75M in FY14 78M in FY24. Thats XX years for 3m more skier days. $MTN wants to create loyalty in low growth industry. But can they actually make the pie bigger or just charge more for the same pie"  
[X Link](https://x.com/invest091/status/1978226815022879046) [@invest091](/creator/x/invest091) 2025-10-14T22:30Z 1968 followers, XXX engagements


"@TacticzH $CBOE is about to score well on my quality checklist glad you talked about them"  
[X Link](https://x.com/invest091/status/1978438007439962122) [@invest091](/creator/x/invest091) 2025-10-15T12:29Z 1973 followers, XX engagements


"@DurableCreators Might have to introduce you to $CTAS.then again I know youre already a fan 😉"  
[X Link](https://x.com/invest091/status/1978495498949423608) [@invest091](/creator/x/invest091) 2025-10-15T16:17Z 1973 followers, XXX engagements


"$SFM's growth engine is shifting east. Legacy markets like CA are steady but slower Southeast + Mid-Atlantic show double-digit YOY gains NV is the lone negative outlier Sprouts might be starting to look less like a SoCal niche grocer and more like a national health-food chain"  
[X Link](https://x.com/invest091/status/1978957124194431267) [@invest091](/creator/x/invest091) 2025-10-16T22:52Z 1975 followers, XXX engagements


"@Investmentkage X% of total portfolio allocated to $GLDM"  
[X Link](https://x.com/invest091/status/1979147506446729515) [@invest091](/creator/x/invest091) 2025-10-17T11:28Z 1973 followers, XX engagements


"@fiscorainvest Interesting Might be fun to track both of them from here given the huge shift. What ultimately was your sell reason on Spotify"  
[X Link](https://x.com/invest091/status/1979254378973532553) [@invest091](/creator/x/invest091) 2025-10-17T18:33Z 1971 followers, XX engagements


"@TMTMoats @WTCM3 Thats how I use them. - ROIC anchors the overall return profile - ROIIC tells me how good the incremental engine is For example with $CTAS:"  
[X Link](https://x.com/invest091/status/1979328415250682327) [@invest091](/creator/x/invest091) 2025-10-17T23:27Z 1971 followers, XX engagements


"@QualityGrowth_ @hi_itsbey Yeah that was the most concerning part of his post. Its what everyone has already suspected"  
[X Link](https://x.com/invest091/status/1979545757347897504) [@invest091](/creator/x/invest091) 2025-10-18T13:51Z 1973 followers, XX engagements


"There are X common ways to calculate ROIIC (Return on Incremental Invested Capital): X Lagged IC (t1 t2) = NOPAT / IC ✅ Matches returns to prior investment ⚠ Can explode when prior IC is small/negative X Current IC (t t1) = NOPAT / IC ✅ More stable easier to replicate ⚠ Looser economic matching I ran both on $CTAS: Lagged 10-YR Avg ROIIC XXX% (blown up by a small negative IC year) Current 10-YR Avg ROIIC XXX% 👉 My takeaway: - Use Current IC as primary (cleaner series) - Use Lagged as a diagnostic (better economic logic but more volatile) #ROIIC #QualityInvesting #CapitalEfficiency"  
[X Link](https://x.com/invest091/status/1979676364941721665) [@invest091](/creator/x/invest091) 2025-10-18T22:30Z 1974 followers, XXX engagements


"Charlie Munger didn't just seek low prices. He sought high-quality bets with low downside and long tails. Thats asymmetric thinking to me. #Investing #SundayThoughts #QualityCompanies"  
[X Link](https://x.com/invest091/status/1979909147123671247) [@invest091](/creator/x/invest091) 2025-10-19T13:55Z 1974 followers, XXX engagements


"🐾 $IDXX 2025 Investor Day Takeaways IDEXX Laboratories held its Investor Day yesterday. Here are a few notes from the presentation: TAM: $45B+ global vet diagnostics ( intl) Share Gains: Outpacing sector growth (9%+ vs. 7.58.5%) Innovation: Cancer Dx XX% of canine cancers detectable by 2028 Point-of-Care: inVue Dx & MultiCue Dx ref-lab quality in clinic Growth: 10%+ organic XX% retention high ROIC Runway: Premium instruments could 3x globally My take: strong innovation pipeline durable recurring growth clear market share gains but big bets on cancer screening will need strong execution to"  
[X Link](https://x.com/invest091/status/1956371302652035293) [@invest091](/creator/x/invest091) 2025-08-15T15:04Z 1983 followers, XXX engagements


"$CPRT with a XX% beat rate on EPS over the last X years heading into Q4 '25 earnings today. All eyes 👀"  
[X Link](https://x.com/invest091/status/1963655783457198286) [@invest091](/creator/x/invest091) 2025-09-04T17:29Z 1983 followers, 1080 engagements


"📊 Smart Water Metering: $BMI vs $XYL vs $ITRI vs $ROP Badger Meter shows why investors treat it as a "quality compounder." With gross margins near XX% and FCF margins of XX% it outpaces water peers like Xylem and Itron and its ROIC (18% 5-yr avg) is best-in-class. Efficiency is also a strength generating $70K of free cash flow per employee nearly double Xylem and Itron. Growth outlook is steadier: revenue is projected to rise X% annually but free cash flow growth lags peers at XX% versus Itrons 17%+. That maturity explains its premium valuation 38x forward earnings and 41x EV/FCF investors"  
[X Link](https://x.com/invest091/status/1964427133213954561) [@invest091](/creator/x/invest091) 2025-09-06T20:35Z 1983 followers, 3117 engagements


"@DurableCreators Thats a great point about Xylem and is reflected in the numbers. I feel like $ROP is coming up a lot through my research in other companies and Neptune seems to be one of their gems within the larger business"  
[X Link](https://x.com/invest091/status/1964514646347698223) [@invest091](/creator/x/invest091) 2025-09-07T02:22Z 1983 followers, XXX engagements


"Just ran a Reverse DCF on $TDG: Assumptions: - FCF per Share: Used a 5-YR Weighted Normalized FCF/share as my base (vs. TTM) which lowers the starting point and implies higher growth. - Terminal Multiple: 25x P/FCF (premium to market but below current 37x). Could also argue 20x which balances out the normalized FCF choice. - Result: XXXX% implied FCF/share growth right in line with TDGs long-term average. Not cheap but reasonable. Good starter position here with flexibility to add if growth assumptions get more attractive"  
[X Link](https://x.com/invest091/status/1965499951774912973) [@invest091](/creator/x/invest091) 2025-09-09T19:38Z 1983 followers, 3124 engagements


"No wonder $MSCI has been able to maintain margins. Excellent cost control the last X years. 👇"  
[X Link](https://x.com/invest091/status/1966494505571684822) [@invest091](/creator/x/invest091) 2025-09-12T13:30Z 1983 followers, 1505 engagements


"$ALGN enterprise value 😳"  
[X Link](https://x.com/invest091/status/1969917056557728060) [@invest091](/creator/x/invest091) 2025-09-22T00:10Z 1983 followers, XXX engagements


"@stonkmetal Interesting moves Here Ive been researching $TYL and everyone else is adding $CSU.TO 😆 Tyler is more of the pure play public sector software pick but Constellations valuation is certainly better right now"  
[X Link](https://x.com/invest091/status/1973385332608344191) [@invest091](/creator/x/invest091) 2025-10-01T13:51Z 1983 followers, XXX engagements


"🚀 New Episode is Live Episode 19: A deep dive into $TYL Tyler Technologies is the largest U.S. provider of software and services for the public sector powering courts schools police departments and local governments. With high switching costs and recurring revenue $TYL has quietly compounded for decades. ✔ Business breakdown & competitive edge ✔ Quality growth profile and financial statement analysis ✔ Valuation framework and long-term outlook 🎧 Now streaming: Spotify + Apple Podcasts + YouTube links to follow 👇 #TYL #Investing #Podcast #StockSpotlight #QualityStocks"  
[X Link](https://x.com/invest091/status/1975916589682999325) [@invest091](/creator/x/invest091) 2025-10-08T13:30Z 1983 followers, 1934 engagements


"Yeah $FICO moat runs deep"  
[X Link](https://x.com/invest091/status/1977827178696839517) [@invest091](/creator/x/invest091) 2025-10-13T20:02Z 1983 followers, XXX engagements


"$TTD runs a lean acquisition-light model with a low risk of asset write-downs. Clean balance sheet = fewer surprises. 👇"  
[X Link](https://x.com/invest091/status/1979195698940690440) [@invest091](/creator/x/invest091) 2025-10-17T14:40Z 1983 followers, 1611 engagements


"Want clearer valuation signals I recently read a Copenhagen Business School paper that analyzed EV/EBITDA EV/EBIT and P/E. It found: Multiples are predictable using fundamentals (expected growth profitability capital structure) Predictive models are much more accurate within sectors EV-based multiples are more stable and explanatory than P/E Forward-looking adjustments help but are noisy 💡 Read the research and tailor your screens. 📄 #QuantInvesting #Valuation #Multiples #Fundamentals #FinTwit"  
[X Link](https://x.com/invest091/status/1980216925163577746) [@invest091](/creator/x/invest091) 2025-10-20T10:18Z 1983 followers, XXX engagements


"🚨 $BMI Q3 '25 Earnings: Double Beat Strong Gross Margins & FCF Q3 '25 Results: 🔹Revenue: $235.7M vs. $230.9M est. (+13% YOY +2% beat) 🔹Diluted EPS: $XXXX vs. $XXXX est. (+10% YOY +5% beat) 🔹Gross Margin: XXXX% (+50 bps YOY) 🔹FCF Margin: XXXX% (+80 bps YOY) Key Metrics: 🔹 Utility water sales: +14% YOY (Base +8%) 🔹 Flow instrumentation sales: +4% YOY Capital Allocation: 🔹Buybacks: None 🔹Dividends: $11.7M 🔹Total Shareholder Distribution: XX% of FCF Outlook: 🔹Gross Margin guide raised: now targeting 39-42% (was 38-40%) A strong quarter overall for one of my newer positions. Secular"  
[X Link](https://x.com/invest091/status/1980648502456905928) [@invest091](/creator/x/invest091) 2025-10-21T14:52Z 1983 followers, 1405 engagements


"Fascinating how this aged. This 2020 note highlighted CMEs interest-rate concentration CBOEs VIX reliance and ICEs diversification. 5-YR Total Return: $CBOE: +210.7% $CME: +100.8% $ICE: +68.1% Sometimes concentrated exposure + the right macro (volatility spikes tightening cycles and option hedging demand) wins big. I might be late to the party but all three have recently come on my radar for further research. 👀"  
[X Link](https://x.com/invest091/status/1980679557788365003) [@invest091](/creator/x/invest091) 2025-10-21T16:56Z 1983 followers, 1172 engagements


"$SPGI Key Financial Growth (20192024): 💸 5-YR FCF/Share CAGR: XXXX% 💵 5-YR SBC-Adj FCF CAGR: XXXX% 📊 5-YR Diluted EPS CAGR: XXX% 📈 5-YR Total Revenue CAGR: XXXX% Revenue & cash flow compounding outpaced EPS growth. Strong reinvestment & merger synergies drive FCF while EPS lags on dilution/SBC. #StockSpotlight #QualityStocks"  
[X Link](https://x.com/invest091/status/1980717473621049605) [@invest091](/creator/x/invest091) 2025-10-21T19:27Z 1983 followers, XXX engagements


"$BMI New podcast episode is out Listen to the below clip where I break down their executive compensation structure. 👇"  
[X Link](https://x.com/invest091/status/1971672624574173217) [@invest091](/creator/x/invest091) 2025-09-26T20:26Z 1978 followers, XXX engagements


"@shivamkashan will be doing an episode with me soon on Copart and Id like to get into this as well since I dont have a position but am intrigued by the valuation here. I think the greater truth is more nuanced than just fewer accidents = less Copart. X. Rising complexity is pushing up repair costs and total-loss rates. X. Mass adoption outside of controlled streets and cities is still decades away. X. Copart also leans on other supply sources (repos weather events) and continues to expand globally where dynamics differ"  
[X Link](https://x.com/invest091/status/1972848696137306231) [@invest091](/creator/x/invest091) 2025-09-30T02:19Z 1978 followers, XXX engagements


"$BMI doesnt just measure water it buys growth too. ⚡10-YR Median Acquisition Intensity: XXX% ⚡TTM: XXX% (SmartCover) Pattern = disciplined tuck-ins most years not reckless shopping sprees. Low-to-medium acquisitive overall but willing to swing when it counts"  
[X Link](https://x.com/invest091/status/1974255141688905766) [@invest091](/creator/x/invest091) 2025-10-03T23:28Z 1978 followers, XXX engagements


"@chitchatstocks Damn $BMI would be my choice but its slightly above"  
[X Link](https://x.com/invest091/status/1974490595709329443) [@invest091](/creator/x/invest091) 2025-10-04T15:03Z 1978 followers, XXX engagements


"@stonkmetal and here I was thinking this was $CAT vs $DE at first"  
[X Link](https://x.com/invest091/status/1975232496611860490) [@invest091](/creator/x/invest091) 2025-10-06T16:11Z 1978 followers, XXX engagements


"If $SFM can grow its store base to 1000 in the 2035-2037 timeframe that implies 7-9% annual unit growth"  
[X Link](https://x.com/invest091/status/1975784966912192913) [@invest091](/creator/x/invest091) 2025-10-08T04:46Z 1978 followers, 1164 engagements


"Everyone saw $SFM's re-rating. Few are watching what comes next. Even after the pullback consensus calls for: ➡ Revenue up XX% by 2029 ➡ EPS up 60%+ ➡ Margins still trending higher At this valuation its starting to look interesting again"  
[X Link](https://x.com/invest091/status/1978566802905973165) [@invest091](/creator/x/invest091) 2025-10-15T21:01Z 1978 followers, XXX engagements


"@JerryCap $CPRT 🤔"  
[X Link](https://x.com/invest091/status/1978824916066582762) [@invest091](/creator/x/invest091) 2025-10-16T14:06Z 1977 followers, XXX engagements


"$MSCI CEO explains why ESG ratings are different from credit ratings: credit ratings focus on a single factor (cash flows) while ESG evaluates many diverse issues making standardization tough. For investors the real value lies in the quality of the data not just the score. 👇"  
[X Link](https://x.com/invest091/status/1979289819650875603) [@invest091](/creator/x/invest091) 2025-10-17T20:54Z 1977 followers, XXX engagements


"Two other ways to cut through the ROIIC noise: 🔹Rolling averages can help smooth out 1-yr spikes 🔹Instead of averaging annual ROIICs look at the cumulative change between two points in time For $CTAS (2015-2025): 💰Reinvestment Rate XXXX% 💰ROIIC XXXX% 💰Value Compounding Rate (Reinvestment Rate x ROIIC) XXXX% Key Tips: 👉1-yr ROIIC = potential for lots of noise 👉 Rolling ROIIC = trendline 👉 Cumulative ROIIC = long-run compounding lens"  
[X Link](https://x.com/invest091/status/1980330456412479938) [@invest091](/creator/x/invest091) 2025-10-20T17:49Z 1977 followers, XXX engagements


"🚀 $MANH has delivered an impressive 10-YR average Combined ROIC of XXXX% far surpassing the software industrys 2024 average of XXXX% and my portfolio weighted avg of 22.3%. This consistent capital efficiency is a major reason it stands out as a high-quality compounder. Note: Combined ROIC = avg of Stock Analysis ROIC and QuickFS ROIC #ROIC #Investing #MANH"  
[X Link](https://x.com/invest091/status/1951379911320674516) [@invest091](/creator/x/invest091) 2025-08-01T20:30Z 1979 followers, XXX engagements


"📈 Operating Leverage in Action Over the past X years $MANH has scaled efficiently: 🔹 R&D: XX% XX% of gross profit 🔹 G&A: XX% XX% 🔹 S&M: Steady at 1315% All major OpEx buckets are shrinking as a % of gross profit - a sign of durable margin expansion. #SaaS #Investing"  
[X Link](https://x.com/invest091/status/1951629056950366702) [@invest091](/creator/x/invest091) 2025-08-02T13:00Z 1979 followers, XXX engagements


"How much of $MANH's cash flow comes from customers paying upfront In some years - a lot. Deferred revenue made up over XX% of OCF at its peak. Even now it's a meaningful driver. Something to watch if you're evaluating their SaaS durability.👇"  
[X Link](https://x.com/invest091/status/1954859086064833018) [@invest091](/creator/x/invest091) 2025-08-11T10:55Z 1979 followers, XXX engagements


"Will AI make $MH obsolete In this clip from a CNBC interview the McGraw Hill CEO shares how generative AI is being used to personalize learning at scale. Is that enough to keep their business model in-tact I'm not so sure"  
[X Link](https://x.com/invest091/status/1955046571806163111) [@invest091](/creator/x/invest091) 2025-08-11T23:20Z 1980 followers, XXX engagements


"$MANH Bulls vs Bears Investment Case 🐂 Bull Case: - 10/12 Quality Growth score - High ROIC strong FCF Conversion - Sticky enterprise software w/ recurring rev - Clean balance sheet + smart buybacks 🐻 Bear Case: - 3037% overvalued (DCF & FCF Yield) - Cloud growth slowing RPO still strong - New CEO = execution risk - Stuck under key resistance ($197$220) 👀 Verdict: High quality but wait for better price or clarity on new leadership. Where do you stand with Manhattan Associates Check out Episode XX on Spotify Apple Podcasts or YouTube to learn more about them. #StockSpotlight"  
[X Link](https://x.com/invest091/status/1961421075361010124) [@invest091](/creator/x/invest091) 2025-08-29T13:30Z 1979 followers, XXX engagements


"🚰 Badger Meter: Quietly Crushing Efficiency 20152024 Combined ROIC trend: 📈 From XX% XXXX% Crossed my XX% benchmark Well ahead of the 2024 industry avg (13.1%) $BMI showing consistent operational excellence improving returns and an increasingly wide gap vs peers. Combined ROIC = avg of Stock Analysis + QuickFS"  
[X Link](https://x.com/invest091/status/1962540954885206345) [@invest091](/creator/x/invest091) 2025-09-01T15:40Z 1977 followers, 1002 engagements


"$BMI Valuation Multiple Deep Dive Over the last decade Badger Meters EBIT growth has shown XXXX linearity meaning EV/EBIT is a solid anchor multiple to use here. ⚡ 10-yr median EV/EBIT 36x ⚡ Todays multiple has compressed into a more reasonable entry zone Not cheap but quality rarely is. Looks like an attractive setup for long-term holders"  
[X Link](https://x.com/invest091/status/1962980349945733628) [@invest091](/creator/x/invest091) 2025-09-02T20:46Z 1977 followers, XXX engagements


"🔍 Took it further: tested lags to see if housing starts lead $BMI results. Best fit = 3-quarter lag for YoY growth (corr 0.56) 📈 +100 housing starts (SAAR 000s) +3.4 pts growth X mo later 🏠 Housing activity today can hint at $BMIs growth next year"  
[X Link](https://x.com/invest091/status/1963332419324711376) [@invest091](/creator/x/invest091) 2025-09-03T20:05Z 1977 followers, XXX engagements


"$BMI has only reported negative revenue growth in X of the last XX years. Impressive. 👀 New episode out next Wednesday - tune in"  
[X Link](https://x.com/invest091/status/1964003092435018020) [@invest091](/creator/x/invest091) 2025-09-05T16:30Z 1977 followers, XXX engagements


"What I like is that SaaS is only X% of current sales so margins should continue to expand as this % slowly increases each year. With $BMI you also have to consider that a large industrial like $EMR might find them attractive from an acquisition standpoint so thats another nice exit possibility. The HSD growth is what management has guided to long-term (TTM is 12%) which is fine with me as long as FCF per Share growth is higher. For my podcast episode I looked at X different valuation methods. They look attractive on an EV/EBIT basis but less so on a DCF or Reverse DCF basis"  
[X Link](https://x.com/invest091/status/1964512728397336871) [@invest091](/creator/x/invest091) 2025-09-07T02:15Z 1977 followers, XXX engagements


"UPDATE: $BMI is now trading at 32x FCF according to multiple sources so Ill have to check my spreadsheet again as it was only updated about a week ago Apologies"  
[X Link](https://x.com/invest091/status/1964516545574687032) [@invest091](/creator/x/invest091) 2025-09-07T02:30Z 1981 followers, XXX engagements


"$BMI Total Shareholder Return 2025-2029 Sensitivity Analysis (heatmap) 🧮 TSR = FCF/share growth + (fwd EV/EBIT) + dividend yield Base 9.7%/yr: XXXX% FCF/share 1.4%/yr multiple XXX% dividend. 🔎 Assumptions: fwd EV/EBIT 29x 27x over five years; FCF/share $XXXX by 2029. To reach mid-teens TSR you need double digit FCF/share growth or a stable to slightly decreasing multiple (assuming dividend yield holds steady). Tune in to my full deep dive on the 10th"  
[X Link](https://x.com/invest091/status/1964682567082541429) [@invest091](/creator/x/invest091) 2025-09-07T13:30Z 1977 followers, XXX engagements


"3-YR Rolling Correlation of housing starts vs $BMI growth (3 yrs = XX qtrs recalculated each qtr): - Went near zero/negative during COVID volatility - Strengthened in the post-COVID housing rebound (0.6+ in 2022-23) - 2023-24 dip most likely due to housing starts softening while BMI growth was fueled by large municipal infrastructure projects and grant-driven spending - Now rebounding to XXXX Not perfect but when housing trends up $BMI often follows with a lag"  
[X Link](https://x.com/invest091/status/1965037415128773015) [@invest091](/creator/x/invest091) 2025-09-08T13:00Z 1977 followers, XXX engagements


"💧One thing I like about $BMI is that theyve consistently beaten analyst FCF estimates over the years. Execution matters and their track record of outpacing expectations is a good sign for future projections. 👇"  
[X Link](https://x.com/invest091/status/1965172041252032634) [@invest091](/creator/x/invest091) 2025-09-08T21:55Z 1977 followers, XXX engagements


"🚀 New Episode is Live Episode 18: A deep dive into $BMI Badger Meter is a U.S. leader in smart water metering for utilities and municipalities. With decades of steady growth they blend industrial durability with IoT-enabled tech. ✔ Business breakdown & competitive edge ✔ Quality growth profile and financial statement analysis ✔ Valuation framework and long-term outlook 🎧 Now streaming: Spotify + Apple Podcasts + YouTube links to follow 👇 #BMI #Investing #Podcast #StockSpotlight #QualityStocks"  
[X Link](https://x.com/invest091/status/1965769730179932620) [@invest091](/creator/x/invest091) 2025-09-10T13:30Z 1977 followers, 2378 engagements


"$BMI episode Apple Podcasts link:"  
[X Link](https://x.com/invest091/status/1965799379912278465) [@invest091](/creator/x/invest091) 2025-09-10T15:27Z 1977 followers, XXX engagements


"🔎 $BMI Inventory Deep Dive Key Stats: 📈 Revenue 2015 TTM: $378M $874M 📦 Inventory 2015 TTM: $79M $147M 📊 % Change Correlation: XXXX 📉 Days Inventory: XXX (2015) XXX (2024) With hardware-heavy products inventory management is key to cash flow and customer delivery. The moderate correlation and overall decline in DIO is nice to see. New episode out now"  
[X Link](https://x.com/invest091/status/1965872154433695847) [@invest091](/creator/x/invest091) 2025-09-10T20:17Z 1977 followers, 1111 engagements


"🚂 Fascinating clip from $UNP CEO on the upcoming $NSC merger. Pros: Potential efficiencies from a more unified U.S. rail network Improved service + pricing power from reduced fragmentation Cons: Regulatory hurdles & anti-competition concerns Integration risks + uncertain synergy realization No position but always been fascinated by the rail industry. What do you think net positive or risky consolidation #Railroads #Investing"  
[X Link](https://x.com/invest091/status/1967664464729079910) [@invest091](/creator/x/invest091) 2025-09-15T18:59Z 1979 followers, XXX engagements


"📊 R&D Efficiency = Avg revenue growth (this yr + last yr) Avg R&D % of sales (lagged X yr) Ex: 2024 = (2023 & 2024 rev growth avg) (2022 & 2023 R&D % avg). $BMI clocks in at 7.6x leaner & more efficient than peers like $ITRI and $XYL"  
[X Link](https://x.com/invest091/status/1968400564968190189) [@invest091](/creator/x/invest091) 2025-09-17T19:44Z 1980 followers, XXX engagements


"2 KPIs you should watch if you're an investor in $MANH: X Remaining Performance Obligations (RPO) X Cloud Subscriptions Revenue Growth 🎙 Deep dive in Episode XX of Stock Spotlight - on YouTube or wherever you get your podcasts. #Investing #SaaS #KPIs #ManhattanAssociates"  
[X Link](https://x.com/invest091/status/1970135244444463114) [@invest091](/creator/x/invest091) 2025-09-22T14:37Z 1977 followers, XXX engagements


"$CPRT $XX now 🤔"  
[X Link](https://x.com/invest091/status/1972854268949623202) [@invest091](/creator/x/invest091) 2025-09-30T02:41Z 1977 followers, 4773 engagements


"$CPRT Forward PE now below both its 5-YR (30x) and 10-YR avg (28x) 🧐 I'll be doing a guest episode soon on the podcast to discuss the current state of the business and whether now is the right time to invest in this compounder"  
[X Link](https://x.com/invest091/status/1973448828805140809) [@invest091](/creator/x/invest091) 2025-10-01T18:04Z 1980 followers, 1100 engagements


"My top X stock holdings as of today. Do you own any of them too $NVDA $ASML $IDXX $BKNG $NTODY"  
[X Link](https://x.com/invest091/status/1973900813983531222) [@invest091](/creator/x/invest091) 2025-10-03T00:00Z 1977 followers, XXX engagements


"Rule of XX Check: $MANH Using cloud subscription growth and unadjusted FCF margin Manhattan Associates clears the XX% benchmark by a wide margin. 5-YR Avg: XX% 5-YR Median: XX% #RuleOf40 #SaaS #StockSpotlight #Investing"  
[X Link](https://x.com/invest091/status/1975658891347395026) [@invest091](/creator/x/invest091) 2025-10-07T20:26Z 1977 followers, XXX engagements


"Kinda wild to look at this chart For nearly a decade $SFM massively trailed the S&P XXX as a broken grocer. Then in 2023-24 the market suddenly rewarded its turnaround: smaller stores higher margins strong FCF clean balance sheet. Now its just giving some of that re-rating back"  
[X Link](https://x.com/invest091/status/1976075135531520007) [@invest091](/creator/x/invest091) 2025-10-09T00:00Z 1980 followers, 1250 engagements


"Cool new feature on @gurufocus: Tariff Score $FICO gets a 9/10 with minimal exposure to tariffs thanks to its digital non-trade-reliant business model. Nice touch for assessing macro risk resilience #Investing #FICO #GuruFocus"  
[X Link](https://x.com/invest091/status/1978853441465450615) [@invest091](/creator/x/invest091) 2025-10-16T16:00Z 1981 followers, XXX engagements


"@Meeklahoma $EVVTY if youre open to online gambling"  
[X Link](https://x.com/invest091/status/1979045795086143828) [@invest091](/creator/x/invest091) 2025-10-17T04:44Z 1981 followers, XX engagements


"Feels like the central question with $TOST is will higher-margin subscription/software growth outweigh low-margin processing as they scale If yes then gross margin could climb into the 30%+ range over time"  
[X Link](https://x.com/invest091/status/1980064168389529600) [@invest091](/creator/x/invest091) 2025-10-20T00:11Z 1981 followers, XXX engagements


"🔬Morningstar sees $KLAC as the profit leader in wafer fab equipment with unmatched breadth in process control and industry-leading gross margins in the low 60s. Wide moat from design expertise + sticky customer switching costs = durable growth despite chip cyclicality"  
[X Link](https://x.com/invest091/status/1980348038943277481) [@invest091](/creator/x/invest091) 2025-10-20T18:59Z 1977 followers, XXX engagements


"@myersbradley @privatWealthGuy Right And fixed income and REITs are definitely better there than in a taxable account"  
[X Link](https://x.com/invest091/status/1980985199854063833) [@invest091](/creator/x/invest091) 2025-10-22T13:10Z 1983 followers, XX engagements


"If you want resilience look for companies providing must-have low-cost subscription-like services to many businesses and industries. Examples: $ADP $VRSN"  
[X Link](https://x.com/invest091/status/1980989229179277543) [@invest091](/creator/x/invest091) 2025-10-22T13:26Z 1983 followers, XXX engagements


"$MANH SBC going the wrong way"  
[X Link](https://x.com/invest091/status/1949873989028913628) [@invest091](/creator/x/invest091) 2025-07-28T16:46Z 1981 followers, XXX engagements


"Ive been updating my Quality Score on $PAYC (still ranked high) and one interesting note as I play around with a DCF: 👉 Using X years of analyst FCF estimates + a reasonable next X years of XX% FCF growth the stock screens as about fairly valued ($229). Might be worth a deeper dive: - How accurate have analyst FCF estimates been historically - What has mgmt guided or hinted at for future FCF expectations"  
[X Link](https://x.com/invest091/status/1958333236423111011) [@invest091](/creator/x/invest091) 2025-08-21T01:00Z 1981 followers, XXX engagements


"$TDG $1300 🤔"  
[X Link](https://x.com/invest091/status/1962913660726346013) [@invest091](/creator/x/invest091) 2025-09-02T16:21Z 1981 followers, 1728 engagements


"$TDG just dropped a $90/share special dividend funded with $5B in new debt. Their model hinges on leverage + stable FCF. The XX year 5-YR Trailing FCF Stability chart shows why management leans on debt: low cash flow volatility allows for aggressive payouts. But interest costs are rising and rolling $20B+ net debt in todays rate environment is very different than the post-GFC playbook. 👉 Investors face a tradeoff: strong defensiveness + returns via special divs vs. higher refinancing costs and a leveraged capital structure. TransDigm certainly is one of the most polarizing capital allocators"  
[X Link](https://x.com/invest091/status/1963386321931837828) [@invest091](/creator/x/invest091) 2025-09-03T23:39Z 1981 followers, 1547 engagements


"Just opened a starter position in $TDG with some idle cash. Ill dig deeper in the months ahead to see if it deserves more capital. TDGs model is built on aftermarket exposure: every part installed on a plane commercial or defense creates a long tail of recurring sales"  
[X Link](https://x.com/invest091/status/1964041569558024544) [@invest091](/creator/x/invest091) 2025-09-05T19:02Z 1981 followers, XXX engagements


"Just updated $PAYC (Paycom) for the first time since 2023 and it still screened well this time around. 🔍 Quality Score: XX% Down slightly from XX% 📊 Top Quartile threshold is XX% 📊Rank: #41 of XXX companies screened 📊78th percentile overall (was 85th) 🏆Schwab: C 🏆 GuruFocus: XX (95th percentile in my database) Strengths: Clean balance sheet (5% D/E high Altman Z) Narrow moat rating Solid FCF EPS and ROE growth vs. peers EPS beat in last X of X Q + XX upward revisions Drags: Gross margin slipped slightly over the last X years Growth forecast slowing vs historical averages Not in top"  
[X Link](https://x.com/invest091/status/1966261218932568305) [@invest091](/creator/x/invest091) 2025-09-11T22:03Z 1981 followers, XXX engagements


"Morningstar on $ALGN (Align Technology) 🏰Moat: Wide rooted in intangible assets + switching costs. Invisalign has strong brand equity FDA approvals and a massive IP portfolio. Dentists/orthos face high retraining & process-switching friction. 🌍 TAM: Global orthodontics market $20B today expanding with rising disposable income + aesthetic demand. Morningstar projects Align can sustain double-digit share growth as clear aligners keep taking share from traditional braces. 🎙 A wide moat disruptor brand IP and embedded workflows seem to give ALGN durable advantages in a growing market. Do you"  
[X Link](https://x.com/invest091/status/1966614295275274382) [@invest091](/creator/x/invest091) 2025-09-12T21:26Z 1981 followers, 1482 engagements


"$MANH as a Share Cannibal ✅ Yes - $MANH qualifies. Despite modest annual buyback yields (2-3% of Market Cap) the no stock issuance and -XXX% share count CAGR over a decade confirms it. This is the kind of "quiet compounder" behavior that often flies under the radar. #StockTypes #ShareCannibals"  
[X Link](https://x.com/invest091/status/1967536373541355918) [@invest091](/creator/x/invest091) 2025-09-15T10:30Z 1981 followers, XXX engagements


"Tyler Technologies $TYL has averaged XXX% FCF Conversion over the past decade (median 179%) vs. a XX% benchmark. 👉 Formula: FCF per Share Diluted EPS Measures how much of accounting earnings actually turn into free cash flow. Tyler consistently converts well above what I look for. #QualityStocks #FCF #Investing"  
[X Link](https://x.com/invest091/status/1970535381415473261) [@invest091](/creator/x/invest091) 2025-09-23T17:07Z 1983 followers, XXX engagements


"Reading through Morningstars latest report on Omnicom $OMC their Strategy & Outlook highlights: - Digital ad spend now XX% of total (vs. XX% in 2016) - Agencies shifting from Mad-Men creativity data-driven media planning - Omnicom adding analytics & AI (ex: Flywheel Digital IPG) to stay competitive 💡 For investors: the pivot to data + AI is key. Scale & client relationships are assets but execution in digital will define long-term returns"  
[X Link](https://x.com/invest091/status/1970987108325364061) [@invest091](/creator/x/invest091) 2025-09-24T23:02Z 1983 followers, XXX engagements


"🔥 Brewing a new Stock Spotlight episode on Tyler Technologies $TYL Deep dive into the company and public sector software market. Can they deliver on ambitious 2030 targets 🎙 Episode drops soon stay tuned #StockSpotlight #QualityStocks"  
[X Link](https://x.com/invest091/status/1972315662967316527) [@invest091](/creator/x/invest091) 2025-09-28T15:01Z 1983 followers, 1330 engagements


"Just finished my 5-YR TSR forecast on $TYL Tyler Technologies: ⚡ Base Case TSR: XXX% annualized 🔹 XXX% 📈 Starting FCF Yield 🔹 XXX% 💵 FCF/Share Growth 🔹 (3.6%) 📉 Multiple Compression 📌 Sensitivity matrix shows that even with mid-single digit FCF/share growth TSR holds up well but valuation discipline is the swing factor. Durable compounding will hinge more on execution than multiple expansion"  
[X Link](https://x.com/invest091/status/1972423573089419610) [@invest091](/creator/x/invest091) 2025-09-28T22:10Z 1981 followers, XXX engagements


"Stocks with 30%+ Gross Margin 10%+ 5-YR ROIC XX% Rev Growth Next Year and trading at 2030x Forward PE (with XX% price target upside): X. Eli Lilly $LLY X. Freeport-McMoRan $FCX X. STMicroelectronics $STM X. James Hardie $JHX X. Universal Display $OLED X. Cohen & Steers $CNS X. Himax Technologies $HIMX"  
[X Link](https://x.com/invest091/status/1972667672828731667) [@invest091](/creator/x/invest091) 2025-09-29T14:19Z 1981 followers, XXX engagements


"$TYL Tyler Technologies Glassdoor Ratings: 🔹74% recommend in 1000+ reviews (vs. XX% median / XX% top-quartile in my XXX stock database) 🔹84% CEO approval 🔹75% positive outlook Solid sentiment across the board just below top quartile on NPS"  
[X Link](https://x.com/invest091/status/1973095500606787870) [@invest091](/creator/x/invest091) 2025-09-30T18:40Z 1983 followers, XXX engagements


"Nice time to bring this back up as my Tyler Technologies episode is releasing next Wednesday and Constellations valuation is starting to get intriguing. I think I prefer Tylers business model overall but theyre still not cheap even at -XX% YTD. Another one to consider in this space is Oracle. Lots of options"  
[X Link](https://x.com/invest091/status/1973393407151394823) [@invest091](/creator/x/invest091) 2025-10-01T14:23Z 1983 followers, XXX engagements


"Fantastic overview of Balance Sheets in general with a focus on Vail Resorts $MTN. Worth a read 👇"  
[X Link](https://x.com/invest091/status/1974490109841178680) [@invest091](/creator/x/invest091) 2025-10-04T15:01Z 1981 followers, XXX engagements


"🎙 Tyler Technologies $TYL Episode Premieres Oct X Heres how the numbers stack up at $520: ✅ EV/(EBIT+R&D) Implied $XXX 🟡 SBC Adj FCF Yield $XXX in XX 🟡 Reverse DCF XX% growth needed ❌ DCF $XXX fair value (38% overvalued) 👉 Full breakdown this Wednesday on Stock Spotlight (Spotify Apple YouTube) #StockSpotlight #Investing #TYL"  
[X Link](https://x.com/invest091/status/1974896115138068540) [@invest091](/creator/x/invest091) 2025-10-05T17:55Z 1983 followers, XXX engagements


"If you own $TYL Tyler Technologies expect 2-3 acquisitions a year and XX% of FCF going to M&A"  
[X Link](https://x.com/invest091/status/1974971612236587071) [@invest091](/creator/x/invest091) 2025-10-05T22:55Z 1983 followers, XXX engagements


"Tyler Technologies $TYL has averaged just XX% Investment Intensity over the past decade vs. current industry avg XXX% (@AswathDamodaran DB). Thats CapEx falling while D&A climbs. ➡ Capital efficiency masterclass ➡ Or a risk of falling behind peers How do you view this trend #TYL #StockSpotlight"  
[X Link](https://x.com/invest091/status/1975329218973073879) [@invest091](/creator/x/invest091) 2025-10-06T22:36Z 1983 followers, XXX engagements


"Both $CTAS and $TYL now trade at a 40x Forward P/E. A little bit about each: 🧾 Tyler Technologies (TYL) recurring govt SaaS 98%+ retention minimal churn high switching costs. 👔 Cintas (CTAS) uniform & facility outsourcing 90%+ retention durable pricing power steady margin gains While not cheap just yet Id keep my eye on these two in the weeks ahead"  
[X Link](https://x.com/invest091/status/1975428758745326029) [@invest091](/creator/x/invest091) 2025-10-07T05:11Z 1983 followers, XXX engagements


"$TYL Episode XX Spotify link:"  
[X Link](https://x.com/invest091/status/1975923807379456072) [@invest091](/creator/x/invest091) 2025-10-08T13:58Z 1981 followers, XX engagements


"$TYL Episode XX Apple link:"  
[X Link](https://x.com/invest091/status/1975924077329014991) [@invest091](/creator/x/invest091) 2025-10-08T13:59Z 1983 followers, XXX engagements


"Of course I buy a very small starter position in $TYL yesterday before my new episode launched this morning since it was getting so close to my buy range ($486 vs. $80) and it's already up 4-5% today 😤"  
[X Link](https://x.com/invest091/status/1975964732692799964) [@invest091](/creator/x/invest091) 2025-10-08T16:41Z 1983 followers, XXX engagements


"$SPGI $MCO $FDS Business Model comparison. 👇"  
[X Link](https://x.com/invest091/status/1976275203161468971) [@invest091](/creator/x/invest091) 2025-10-09T13:15Z 1983 followers, XXX engagements


"My Tyler Technologies $TYL business overview in one slide. Be sure to check out Episode XX for my deep dive into this entrenched gov't software provider 👇"  
[X Link](https://x.com/invest091/status/1976354978244575344) [@invest091](/creator/x/invest091) 2025-10-09T18:32Z 1983 followers, XXX engagements


"🦷 New Quality Score for $ALGN Align Technology Align makes clear aligners (Invisalign) and 3D scanners for dentists & orthodontists. 🔍Overall: XX% (55th percentile overall 47th in sector) 🔍Rank: T-99 / XXX stocks analyzed ✅Strong on: Fundamentals Industry comps Valuation Liquidity Solvency ⚠Weak on: Momentum Growth Efficiency metrics Schwab Grade: C GuruFocus: XX (14th percentile sector) Visual breakdown #StockSpotlight #QualityScore #ALGN"  
[X Link](https://x.com/invest091/status/1976400780220567592) [@invest091](/creator/x/invest091) 2025-10-09T21:34Z 1983 followers, XXX engagements


"Maybe 2026 is the year 🤔 Been a tough year for railroads as $CSX is the only one up double digits in 2025. $UNP $CP $CNI all negative to single digits YTD"  
[X Link](https://x.com/invest091/status/1976497671843246522) [@invest091](/creator/x/invest091) 2025-10-10T03:59Z 1983 followers, XXX engagements


"Fresh off Q4 XX earnings Vail Resorts $MTN shows a mixed fair value picture: 📌DCF FV: $XXX (Undervalued) 📌Adj DCF FV (net debt): $XXX (Overvalued) 📌Forward P/E: 21x vs 10Y avg 37x FV $XXX 📌EV/EBITDA: 12x vs 10Y avg 15x FV $XXX 📌P/FCF: 14x vs 10Y avg 17x FV $XXX Range of outcomes is wide ($74-$288) but multiples suggest some upside potential"  
[X Link](https://x.com/invest091/status/1977135370492948632) [@invest091](/creator/x/invest091) 2025-10-11T22:13Z 1981 followers, XXX engagements


"Or $TDG is counting on meaningful margin expansion to make that deal accretive over time. Need to check the commentary on it. What would have really added to your post would have been a comparison of that 10.9x to its historical norms. Is that higher Lower You left me wanting more so maybe Ill run this analysis myself :)"  
[X Link](https://x.com/invest091/status/1977711785848512595) [@invest091](/creator/x/invest091) 2025-10-13T12:23Z 1983 followers, XXX engagements


"🚀 Momentum check-in $QMOM ETF As of today the fund remains heavily tilted toward tech: Sector Allocation: 🖥 Tech: XXXX% 📡 Comm. Services: XXXX% 🛍 Cons. Disc.: XXXX% 🛢 Energy: XXX% 🏭 Industrials: XXX% Top X Holdings: $INSM Insmed (2.27%) biotech momentum name $BE Bloom Energy (2.23%) alt energy exposure $SNOW Snowflake (2.19%) cloud software $TWLO Twilio (2.16%) comms/API infra $KTOS Kratos Defense (2.15%) defense tech"  
[X Link](https://x.com/invest091/status/1977887325142032775) [@invest091](/creator/x/invest091) 2025-10-14T00:01Z 1981 followers, XXX engagements


"@LlamaBravo @mply_cap @DimitryNakhla Listen to the Business Breakdowns podcast on Heico. First episode Ive listened to of a company where I immediately wanted to invest in their competitor. $TDG has a superior business model at this time. Regulatory changes is of course a key risk"  
[X Link](https://x.com/invest091/status/1978487648655454559) [@invest091](/creator/x/invest091) 2025-10-15T15:46Z 1981 followers, XXX engagements


"If you want to learn more about $MANH Manhattan Associates check out episode XX of my podcast where I spend XX minutes (ad-free) discussing their business. Just search Stock Spotlight on Spotify Apple Podcasts or YouTube"  
[X Link](https://x.com/invest091/status/1979220780576837709) [@invest091](/creator/x/invest091) 2025-10-17T16:19Z 1981 followers, 1424 engagements


"@long_equity $IDXX $FTNT $WSM from this list with $MANH on the watch list"  
[X Link](https://x.com/invest091/status/1979237633692963011) [@invest091](/creator/x/invest091) 2025-10-17T17:26Z 1981 followers, XXX engagements


"👀 Earnings on deck tomorrow $BMI EPS beat XX / last XX quarters $MANH EPS beat XX / last XX quarters Consistent operators worth watching. #Earnings #Stocks #EarningsWatch"  
[X Link](https://x.com/invest091/status/1980446437532991684) [@invest091](/creator/x/invest091) 2025-10-21T01:30Z 1983 followers, XXX engagements


"@Ashton_1nvests Evolution AB $EVVTY / $EVO its been beat down a lot but has a nice opportunity to bounce back next year IMO"  
[X Link](https://x.com/invest091/status/1980450433119449279) [@invest091](/creator/x/invest091) 2025-10-21T01:45Z 1981 followers, XXX engagements


"@TylerHardt Feels like a volume tailwind the next few years"  
[X Link](https://x.com/invest091/status/1980464021930406101) [@invest091](/creator/x/invest091) 2025-10-21T02:39Z 1981 followers, X engagements


"$TYL Revenue Per Employee has climbed from $165K in 2015 to $304K today. 📈 Tyler is personnel-heavy because much of its cost base is implementation support & SaaS delivery staff not just engineers. Tracking this metric shows how efficiently those people are being leveraged as SaaS scale improves. #StockSpotlight #QualityStocks"  
[X Link](https://x.com/invest091/status/1980627633130950804) [@invest091](/creator/x/invest091) 2025-10-21T13:30Z 1983 followers, XXX engagements


"Im just starting to look into these two with $CBOE but wouldnt a rate cutting cycle benefit $CME more immediately through volume and keeping positions open in futures contracts vs $ICE benefiting more gradually via credit markets and housing finance Or am I thinking about this the wrong way"  
[X Link](https://x.com/invest091/status/1980805340959793203) [@invest091](/creator/x/invest091) 2025-10-22T01:16Z 1983 followers, XXX engagements


"@WaterportCap Got it super helpful. So maybe the way to think of it is that $CME should thrive during rate volatility but since were likely closer to the top of the cycle right now $ICE may have more upside if mortgage markets rebound"  
[X Link](https://x.com/invest091/status/1980818634445664686) [@invest091](/creator/x/invest091) 2025-10-22T02:08Z 1983 followers, XXX engagements


"Just learned that $ICE is also the only major U.S. exchange still founder-led. Im intrigued 🤔"  
[X Link](https://x.com/invest091/status/1980867048449482973) [@invest091](/creator/x/invest091) 2025-10-22T05:21Z 1983 followers, XXX engagements