[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @invest091 Michael | Stock Spotlight 🎙️ Michael | Stock Spotlight 🎙️ posts on X about $manh, $msci, $hesay, longterm the most. They currently have XXXXX followers and 1788 posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1653564935782400000/interactions)  - X Week XXXXXX -XX% - X Month XXXXXX +4.10% - X Months XXXXXXX +166% - X Year XXXXXXX +811% ### Mentions: XX [#](/creator/twitter::1653564935782400000/posts_active)  - X Months XXX -XX% - X Year XXXXX +386% ### Followers: XXXXX [#](/creator/twitter::1653564935782400000/followers)  - X Week XXXXX +4.10% - X Month XXXXX +21% - X Months XXXXX +169% - X Year XXXXX +229% ### CreatorRank: XXXXXXX [#](/creator/twitter::1653564935782400000/influencer_rank)  ### Social Influence [#](/creator/twitter::1653564935782400000/influence) --- **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [luxury brands](/list/luxury-brands) [automotive brands](/list/automotive-brands) [social networks](/list/social-networks) **Social topic influence** [$manh](/topic/$manh), [$msci](/topic/$msci), [$hesay](/topic/$hesay), [longterm](/topic/longterm), [$bkng](/topic/$bkng), [$idxx](/topic/$idxx), [$race](/topic/$race), [$pubm](/topic/$pubm), [$app](/topic/$app), [$ttd](/topic/$ttd) **Top assets mentioned** [Manhattan Associates, Inc. (MANH)](/topic/$manh) [Msci Inc (MSCI)](/topic/$msci) [Booking Holdings Inc (BKNG)](/topic/$bkng) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [Ferrari N.V. (RACE)](/topic/$race) [Applovin Corporation (APP)](/topic/$app) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Rollins, Inc. (ROL)](/topic/$rol) [MercadoLibre Inc (MELI)](/topic/$meli) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Mastercard, Inc. (MA)](/topic/$ma) [Medpace Holdings, Inc. Common Stock (MEDP)](/topic/$medp) [Fortinet Inc (FTNT)](/topic/$ftnt) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Wall Street Memes (WSM)](/topic/$wsm) [Limitus (LMT)](/topic/$lmt) [PoolTogether (POOL)](/topic/$pool) [S&P Global Inc (SPGI)](/topic/$spgi) [Airbnb Inc (ABNB)](/topic/$abnb) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Oracle Corporation (ORCL)](/topic/$orcl) [Descartes Systems Group Inc (DSGX)](/topic/$dsgx) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Autodesk Inc (ADSK)](/topic/$adsk) [Elevance Health Inc (ELV)](/topic/$elv) [UNIPOLY (UNP)](/topic/$unp) [Ecolab Inc. (ECL)](/topic/$ecl) [Bridge Mutual (BMI)](/topic/$bmi) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) ### Top Social Posts [#](/creator/twitter::1653564935782400000/posts) --- Top posts by engagements in the last XX hours "📊 R&D Showdown in AdTech $TTD ramped R&D spend from $13M $488M since 2015 $APP went parabolic post-2019 now at $606M $PUBM steady but small at $34M Big $$ bets = big moats Or bloated budgets Curious how this maps to product edge over time. #AdTech #Investing"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1948862574134456574) 2025-07-25 21:47:00 UTC 1499 followers, XXX engagements "🚀 Big news: $MRK is officially committing to $VEEV Vault CRM as it ramps up one of its largest-ever launch franchises. This is a major validation for Veevas dominance in life sciences CRM. Full article here:"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1947506375527141397) 2025-07-22 03:57:57 UTC 1496 followers, XXX engagements "1. $ADSK Autodesk 🧱 Design & engineering software for AEC manufacturing and media. Massive shift to SaaS expanding margins sticky customer base. Optionality from AI + global infra boom"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1930471996602671422) 2025-06-05 03:49:25 UTC 1496 followers, XXX engagements "@fintegrate I can relate to this very much as I approach my 40s"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1949119283205951699) 2025-07-26 14:47:04 UTC 1496 followers, XXX engagements "6. $ELV Elevance Health 🏥 Healthcare services giant. Less talked about but consistently compounds EPS + FCF. Uses buybacks to enhance per-share metrics"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1930474622367027537) 2025-06-05 03:59:51 UTC 1496 followers, XXX engagements "📌 $MSCI Watch Item: FCF Coverage (FCF LT Debt + LT Leases) has ranged from 21-32% since 2019. 🧮 Ideally I look for XXX% full coverage of long-term obligations via free cash flow. That said recurring rev + predictable cash flows allow firms like MSCI to carry more debt with less risk. Still this is an area to improve over time. #FCF #QualityGrowth #MSCI"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1941572789850300654) 2025-07-05 19:00:00 UTC 1500 followers, 2064 engagements "🌍 Global Traveler Mix $BKNG remains heavily diversified but its still a Europe-first story: 50%+ of business XX% from Asia U.S. = low double digits This geo mix matters for FX margins and marketing ROI. #Booking #BKNG #QualityGrowth #Revenue"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1948729960379941315) 2025-07-25 13:00:02 UTC 1499 followers, XXX engagements "Ill have to look into the deferred maintenance piece thanks for mentioning that. Also worth noting is that $UNP and peers are key players in import/export flows. So tariffs and geopolitics could impact volume mix. Long-term I keep telling myself they are a toll booth on freight movement with a high barrier to entry. But youre right to keep an eye on reinvestment needs"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1947886503474172273) 2025-07-23 05:08:27 UTC 1500 followers, XXX engagements "Added a few shares to $MSCI during the X% pullback earlier. What did you all buy today"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1947803847478394967) 2025-07-22 23:40:00 UTC 1496 followers, 3182 engagements "$ROL was the first business that I analyzed for my podcast. They just continue to perform at a high level despite the extreme valuation. If youre interested in learning more about this U.S. pest control services giant heres the link:"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1948416721007882530) 2025-07-24 16:15:20 UTC 1494 followers, 2347 engagements "📊 $MANH: Revenue per Employee Trend Analysis Manhattan Associates shows solid efficiency over the past decade. Now at $222K more than 3x the industry average ($65K) though still well below the top quartile for its sector ($870K) in my XXX stock database. 📈 Steady climb since 2020. #SaaS #Efficiency #Investing $MANH"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1939068790764929423) 2025-06-28 21:10:00 UTC 1496 followers, XXX engagements "@yetundiscovered I just noticed the same thing lol like why was the second guy even looking at QOQ changes for one quarter for a company with retention rates over XX% Talk about nitpicking"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1947656231721832666) 2025-07-22 13:53:26 UTC 1496 followers, XXX engagements "$FICO's SBC isnt out of control and thats a good thing. 🔹 SBC = XXX% of revenue (vs. 10YR median XXX% industry median 8.1%) 🔹 SBC = XXXX% of Op Cash Flow (below 10YR median of 26.5%) For a software-heavy biz this level of dilution is pretty disciplined"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1949218670280159474) 2025-07-26 21:22:00 UTC 1494 followers, XXX engagements "R&D isnt a sunk cost its a growth engine. Thats why EV / (EBIT + R&D) is an interesting valuation method for capital-light innovators like $TTD: 📊 TTM Multiples: $TTD: 38x $APP: 39x $PUBM: 17x $TTD 9-yr median: 51x 📈 51x = $98/share 📉 40x = $78/share Current = $XX Premium or mature"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1945101038304026917) 2025-07-15 12:40:00 UTC 1499 followers, 1067 engagements "@tickerplus How do you calculate consumer interest Pretty cool"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1948490660148908407) 2025-07-24 21:09:09 UTC 1499 followers, XX engagements "$MANH may not have the highest gross margins (55.7% vs. XXXX% portfolio avg) but its margin consistency stands out just XXX% standard deviation vs. XXX% for my portfolio. High predictability is a hidden edge. #Margins #Quality #MANH"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1945983100879519982) 2025-07-17 23:05:00 UTC 1494 followers, XXX engagements "MercadoLibre's reported FCF can be deceiving 💰 Its inflated by Mercado Pagos credit business. To get a clearer picture of $MELI true cash flow I adjust for: ✔ Provision for Doubtful Accounts (non-cash fintech losses) ✔ Credit Card Receivables (cash tied up in lending) Adjusted FCF = a more accurate view of MELIs e-commerce & payments biz. #MELI #Fintech #Investing #FreeCashFlow #AdjustedFreeCashFlow"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1947650336723779830) 2025-07-22 13:30:00 UTC 1494 followers, 6076 engagements "🎥 $FICO CEO talked to CNBC last week and mentioned something interesting about the non-conforming mortgage market: Even where lenders dont have to use FICO they still do which to me is a powerful signal of trust in their scoring models. He also touches on Score 10T adoption. 👇 Note: The non-conforming mortgage market is home loans that dont meet Fannie Mae or Freddie Mac standards and are typically held by private lenders"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1949924068607606814) 2025-07-28 20:05:00 UTC 1494 followers, XXX engagements "@DurableCreators From what I remember when researching for my podcast episode Rollins was like 10-15% US share and Rentokil was bigger globally with maybe 15-20%. $ECL has a pest control segment too to your point but less of a primary focus"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1946961673669263667) 2025-07-20 15:53:30 UTC 1499 followers, XXX engagements "$FICO 5-YR Trailing Revenue Stability: Consistently Strong Over the Last Decade Fair Isaac's 5-YR trailing revenue stability has remained impressively stable ranging from XXXX to XXXX over the last XX years (closer to XXX the better) reflecting its solid financial foundation and predictable revenue growth. #Stocks #Investing #FICO #RevenueStability #InvestSmart"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1926994231723225125) 2025-05-26 13:30:01 UTC 1494 followers, XXX engagements "7. $FICO Fair Isaac 📊 Credit scoring monopoly. Low reinvestment needs = huge FCF/share. Insane ROIC hidden pricing power"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1930474999132909995) 2025-06-05 04:01:20 UTC 1494 followers, XXX engagements "@Quartr_App @Loris_Dalleau @Quality_stocksA @pauldutz @jennablan @KristinBentz @chartaldin @ArnaultTracker @MichaelGielkens @DueDoctor @investseekers $RMS / $HESAY still best-in-class"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1948414686673916188) 2025-07-24 16:07:15 UTC 1495 followers, XXX engagements "Just dropped the Quality Growth Profile for Manhattan Associates: ✅ Outperformed the S&P since XX ✅ 55%+ gross margin XXX% FCF conversion ✅ XX% ROIC vs. XX% industry avg ❌ X drawdowns XX% ❌ FCF linearity just XXXX 🎙 New podcast episode on $MANH is now live Listen wherever you get your podcasts or check out my YouTube page for enhanced visuals. ⚠ This profile is backward-looking so no guarantees of future results but it helps frame the track record and fundamentals behind the story. #Investing #QualityGrowth #StockSpotlight"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1931034098690355302) 2025-06-06 17:03:00 UTC 1499 followers, XXX engagements "@retire_readyinv What are you using for inverse volatility Have you also looked into $CAOS I've been meaning to research that one too"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1927152952650686740) 2025-05-27 00:00:43 UTC 1499 followers, XX engagements "@DurableCreators Great work. For pest control its pretty much just $ROL and $RTO for publicly traded companies"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1946945932265971763) 2025-07-20 14:50:57 UTC 1494 followers, 1683 engagements "@UnrivaledInvest Evolution AB - lots of upside potential"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1944968439547957324) 2025-07-15 03:53:06 UTC 1496 followers, XXX engagements "5. $TMO Thermo Fisher 🔬 The picks & shovels of biotech and pharma. Selling lab tools diagnostics analytics globally. Steady organic growth + M&A flywheel"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1930474026637418722) 2025-06-05 03:57:29 UTC 1499 followers, XXX engagements "$MSCI Q2 '25 Margin expansion in Analytics is a pleasant surprise as growth came from both new subs and non-recurring consulting-type revenue"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1947685357132317151) 2025-07-22 15:49:10 UTC 1496 followers, XXX engagements "@TrendingValue Thanks man Took awhile to settle on a proper allocation. I'll be sure to research $CAOS before doing the upcoming podcast episode on alts so I can include some details about it. Is the Pimco fund $PTSHX"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1927147854369362372) 2025-05-26 23:40:27 UTC 1499 followers, XX engagements "🚨 $RACE Reverse DCF At $489/share Ferrari needs to grow FCF/share at XX% annually for XX years to justify today's price (using $XXXX TTM FCF per Share 25x terminal P/FCF). Thats right in line with its 10-yr growth rate but above more recent years. FCF Stability Trending up now at XXXX which supports using FCF as a valuation anchor. Note: I used Industrial FCF (includes CapEx + financial services) Chart + model breakdown #ReverseDCF #Ferrari #RACE"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1943092806677074430) 2025-07-09 23:40:00 UTC 1494 followers, XXX engagements "@DurableCreators I see $IDXX at the top too 👀"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1949495725630578719) 2025-07-27 15:42:55 UTC 1494 followers, XXX engagements "Only three companies in my portfolio have had X Drawdowns XX% since 2000: - $HESAY - $RACE - $MA These companies have demonstrated strong resilience and stability making them attractive long-term investments in volatile markets. #Investment #Resilience #Stability #LongTermGrowth #QualityStocks"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1942169219677790315) 2025-07-07 10:30:00 UTC 1501 followers, XXX engagements "🚨 $MEDP Q2 '25 Earnings: Double Beat Net New Biz Reaccelerates Q2 '25 Results: 📈 Revenue: $603.3M vs. $539.3M est. (+14.2% YOY +11.9% beat) 💰 EPS: $XXXX vs. $XXXX est. (+12.7% YOY +3.7% beat) Key Metrics: 🧾 Net New Business Awards: $620.5M (+12.6% YOY) 📚 Net Book-to-Bill: 1.03x 📦 Backlog: $2.87B (-1.8% YOY) Updated 2025 Guidance: 🔮 Revenue: $2.42B$2.52B (+14.7% to +19.5%) 💵 GAAP EPS: $13.76$14.53 (+9% to +15%) After a soft Q1 with slowing bookings and sub-1.0 book-to-bill Q2 shows a clear reacceleration in demand and their updated 2025 guidance is much better than what they forecasted"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1947393519171342476) 2025-07-21 20:29:30 UTC 1499 followers, 2405 engagements "📉 Drawdown Pain Tolerance Check: My Portfolio Edition How many 50%+ drawdowns since 2000 🧱 0: $HESAY $BKNG $RACE $MA 🪨 1-3: $FTNT $IDXX $EVVTY $MSCI ⚠ 4-6: $NVDA $ASML $WSM $LMT $POOL $SPGI 🔥 9+: $MELI $NTDOY $ABNB $DUOL Any surprises for you #Investing #Drawdowns #QualityStocks #StockMarket #PortfolioCheck"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1940032643393098054) 2025-07-01 13:00:00 UTC 1494 followers, XXX engagements "@QualityGrowth_ Personally I love it and own many of the same. I am long $HESAY so naturally I think that should replace $LVMUY :)"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1912028812109300045) 2025-04-15 06:22:47 UTC 1499 followers, XXX engagements "@gnufs Havent heard of this company - interesting Why is their revenue growth so unpredictable Youd think it would be the opposite"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1948027004437323885) 2025-07-23 14:26:45 UTC 1496 followers, XXX engagements "@SayNoToTrading Love that you got in Its one of their biggest risks I think. With the growing push for clean and non-toxic across industries Id really like to hear how $ROL is thinking about product safety and liability long term. Would be a great analyst question"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1948427871610937545) 2025-07-24 16:59:39 UTC 1496 followers, XX engagements "@stonkmetal $MEDP before the post earnings run up was nice"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1948872488479531435) 2025-07-25 22:26:24 UTC 1494 followers, XXX engagements "My portfolio today: $NVDA $SPGI $MSCI $MA $BKNG $POOL $IDXX $FTNT $MELI $ASML $WSM $RACE $HESAY $NTDOY $EVVTY $LMT High quality. Global. Durable. Mostly asset-light. But I asked AI: what might I be overlooking"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1930471021968036172) 2025-06-05 03:45:32 UTC 1499 followers, XXX engagements "@CarsonTalkMoney @NetWorthNotes Sounds interesting in theory but as a Millennial I just use US Bank and BOA as my banks and Schwab for investing. No desire or reason to switch to SoFi for any of the above. Ha"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1949113193483342026) 2025-07-26 14:22:52 UTC 1496 followers, XX engagements "Thrilled to see Mueller Industries $MLI recently screen well on my checklist but even better I see that its already captured in my favorite small-cap value ETF $AVUV. 🔟 $MLI is #10 in the top holdings at XXXX% weight #Investing #SmallCapGems"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1865791309069602943) 2024-12-08 16:11:27 UTC 1499 followers, XXX engagements "🚨 $MANH Q2 '25: Double Beat Cloud Momentum Builds Q2 '25 Results: 📈 Revenue: $272.4M vs. $263.5M est. (+2.7% YOY +3.4% beat) 💰 Adj. EPS: $XXXX vs. $XXXX est. (+11.0% YOY +15.9% beat) Key Metrics: 🛠 Services Revenue: $128.9M (-5.8% YOY) ☁ Cloud Revenue: $100.4M (+22% YOY) 📚 RPO: $2.01B (+26% YOY) FY25 Guide (Updated): 📊 Revenue: $1.071$1.075B (was $1.060$1.070B in Q1) 💵 Adj. EPS: $4.76$4.84 (was $4.54$4.64 in Q1) 📈 Slight upward revision across the board Cloud engine is driving the story + record backlog show secular tailwinds in full swing. Services still the largest revenue segment"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1947766795227861013) 2025-07-22 21:12:46 UTC 1495 followers, XXX engagements "🚨 New episode preview: How does $TTD stack up vs public ad tech peers I pulled 5YR averages + forward valuations for $TTD $META $GOOG $APP $MGNI $PUBM to compare margins ROIC FCF/share & growth. The Trade Desk brings $META-like gross margins and $MGNI-like FCF growth but with a premium valuation. Full dive soon on the pod 🎙 📈 Table data via @Fiscal_ai #AdTech #Investing"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1945226872482414872) 2025-07-15 21:00:01 UTC 1494 followers, 2418 engagements "@long_equity Good list In travel you got $BKNG $ABNB and $EXPE"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1949592961458577412) 2025-07-27 22:09:18 UTC 1494 followers, 1247 engagements "Interesting contrast in Comparably's latest data: $MANH has the second lowest customer loyalty (68%) but the highest Net Promoter Score (+41) vs peers $ORCL & $DSGX & $SPSC 🤔 Could this mean Manhattan delights power users but struggles with broad appeal #CustomerExperience #NPS #SoftwareStocks"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1937458177664069771) 2025-06-24 10:30:00 UTC 1496 followers, XXX engagements "@ArneUlland The one Im keeping my eye on is $DUOL. I sold most recently at $XXX due to the AI backlash from their customers + valuation (which I really try NOT to do). Right now its looking like a nice sell but I think long-term it might be one I regret"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1948462088470626704) 2025-07-24 19:15:37 UTC 1499 followers, XXX engagements "Listen to my full deep dive podcast episode on $MEDP here:"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1947393840333373926) 2025-07-21 20:30:47 UTC 1494 followers, XXX engagements "💡 Not all R&D is equal. I use R&D Efficiency (2-YR Avg. Revenue Growth 2-YR Avg. R&D % with a 1-YR R&D lag) to measure how well a company turns innovation into results. Over the past X years: $MANH: XXXX $DSGX: XXXX $ORCL: XXXX More isnt always better return on R&D matters. #Investing #SaaS #ResearchandDevelopment #Innovation #Stocks"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1928075352209076522) 2025-05-29 13:06:00 UTC 1496 followers, XXX engagements "@wolfofharcourt you might find these adjustments interesting as I believe you do something similar"  [@invest091](/creator/x/invest091) on [X](/post/tweet/1947673918258745638) 2025-07-22 15:03:42 UTC 1496 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@invest091 Michael | Stock Spotlight 🎙️
Michael | Stock Spotlight 🎙️ posts on X about $manh, $msci, $hesay, longterm the most. They currently have XXXXX followers and 1788 posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXX +4.10%
- X Months XXXXXXX +166%
- X Year XXXXXXX +811%
Mentions: XX #
- X Months XXX -XX%
- X Year XXXXX +386%
Followers: XXXXX #
- X Week XXXXX +4.10%
- X Month XXXXX +21%
- X Months XXXXX +169%
- X Year XXXXX +229%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks finance technology brands cryptocurrencies luxury brands automotive brands social networks
Social topic influence $manh, $msci, $hesay, longterm, $bkng, $idxx, $race, $pubm, $app, $ttd
Top assets mentioned Manhattan Associates, Inc. (MANH) Msci Inc (MSCI) Booking Holdings Inc (BKNG) IDEXX Laboratories, Inc. (IDXX) Ferrari N.V. (RACE) Applovin Corporation (APP) Trade Desk, Inc. (TTD) Rollins, Inc. (ROL) MercadoLibre Inc (MELI) Fair Isaac, Corp. (FICO) Mastercard, Inc. (MA) Medpace Holdings, Inc. Common Stock (MEDP) Fortinet Inc (FTNT) NVIDIA Corp. (NVDA) Wall Street Memes (WSM) Limitus (LMT) PoolTogether (POOL) S&P Global Inc (SPGI) Airbnb Inc (ABNB) Duolingo, Inc. Class A Common Stock (DUOL) Oracle Corporation (ORCL) Descartes Systems Group Inc (DSGX) Veeva Systems, Inc. (VEEV) Merck & Co., Inc. (MRK) Autodesk Inc (ADSK) Elevance Health Inc (ELV) UNIPOLY (UNP) Ecolab Inc. (ECL) Bridge Mutual (BMI) Thermo Fisher Scientific Inc. (TMO)
Top Social Posts #
Top posts by engagements in the last XX hours
"📊 R&D Showdown in AdTech $TTD ramped R&D spend from $13M $488M since 2015 $APP went parabolic post-2019 now at $606M $PUBM steady but small at $34M Big $$ bets = big moats Or bloated budgets Curious how this maps to product edge over time. #AdTech #Investing"
@invest091 on X 2025-07-25 21:47:00 UTC 1499 followers, XXX engagements
"🚀 Big news: $MRK is officially committing to $VEEV Vault CRM as it ramps up one of its largest-ever launch franchises. This is a major validation for Veevas dominance in life sciences CRM. Full article here:" @invest091 on X 2025-07-22 03:57:57 UTC 1496 followers, XXX engagements
"1. $ADSK Autodesk 🧱 Design & engineering software for AEC manufacturing and media. Massive shift to SaaS expanding margins sticky customer base. Optionality from AI + global infra boom" @invest091 on X 2025-06-05 03:49:25 UTC 1496 followers, XXX engagements
"@fintegrate I can relate to this very much as I approach my 40s" @invest091 on X 2025-07-26 14:47:04 UTC 1496 followers, XXX engagements
"6. $ELV Elevance Health 🏥 Healthcare services giant. Less talked about but consistently compounds EPS + FCF. Uses buybacks to enhance per-share metrics" @invest091 on X 2025-06-05 03:59:51 UTC 1496 followers, XXX engagements
"📌 $MSCI Watch Item: FCF Coverage (FCF LT Debt + LT Leases) has ranged from 21-32% since 2019. 🧮 Ideally I look for XXX% full coverage of long-term obligations via free cash flow. That said recurring rev + predictable cash flows allow firms like MSCI to carry more debt with less risk. Still this is an area to improve over time. #FCF #QualityGrowth #MSCI" @invest091 on X 2025-07-05 19:00:00 UTC 1500 followers, 2064 engagements
"🌍 Global Traveler Mix $BKNG remains heavily diversified but its still a Europe-first story: 50%+ of business XX% from Asia U.S. = low double digits This geo mix matters for FX margins and marketing ROI. #Booking #BKNG #QualityGrowth #Revenue" @invest091 on X 2025-07-25 13:00:02 UTC 1499 followers, XXX engagements
"Ill have to look into the deferred maintenance piece thanks for mentioning that. Also worth noting is that $UNP and peers are key players in import/export flows. So tariffs and geopolitics could impact volume mix. Long-term I keep telling myself they are a toll booth on freight movement with a high barrier to entry. But youre right to keep an eye on reinvestment needs" @invest091 on X 2025-07-23 05:08:27 UTC 1500 followers, XXX engagements
"Added a few shares to $MSCI during the X% pullback earlier. What did you all buy today" @invest091 on X 2025-07-22 23:40:00 UTC 1496 followers, 3182 engagements
"$ROL was the first business that I analyzed for my podcast. They just continue to perform at a high level despite the extreme valuation. If youre interested in learning more about this U.S. pest control services giant heres the link:" @invest091 on X 2025-07-24 16:15:20 UTC 1494 followers, 2347 engagements
"📊 $MANH: Revenue per Employee Trend Analysis Manhattan Associates shows solid efficiency over the past decade. Now at $222K more than 3x the industry average ($65K) though still well below the top quartile for its sector ($870K) in my XXX stock database. 📈 Steady climb since 2020. #SaaS #Efficiency #Investing $MANH" @invest091 on X 2025-06-28 21:10:00 UTC 1496 followers, XXX engagements
"@yetundiscovered I just noticed the same thing lol like why was the second guy even looking at QOQ changes for one quarter for a company with retention rates over XX% Talk about nitpicking" @invest091 on X 2025-07-22 13:53:26 UTC 1496 followers, XXX engagements
"$FICO's SBC isnt out of control and thats a good thing. 🔹 SBC = XXX% of revenue (vs. 10YR median XXX% industry median 8.1%) 🔹 SBC = XXXX% of Op Cash Flow (below 10YR median of 26.5%) For a software-heavy biz this level of dilution is pretty disciplined" @invest091 on X 2025-07-26 21:22:00 UTC 1494 followers, XXX engagements
"R&D isnt a sunk cost its a growth engine. Thats why EV / (EBIT + R&D) is an interesting valuation method for capital-light innovators like $TTD: 📊 TTM Multiples: $TTD: 38x $APP: 39x $PUBM: 17x $TTD 9-yr median: 51x 📈 51x = $98/share 📉 40x = $78/share Current = $XX Premium or mature" @invest091 on X 2025-07-15 12:40:00 UTC 1499 followers, 1067 engagements
"@tickerplus How do you calculate consumer interest Pretty cool" @invest091 on X 2025-07-24 21:09:09 UTC 1499 followers, XX engagements
"$MANH may not have the highest gross margins (55.7% vs. XXXX% portfolio avg) but its margin consistency stands out just XXX% standard deviation vs. XXX% for my portfolio. High predictability is a hidden edge. #Margins #Quality #MANH" @invest091 on X 2025-07-17 23:05:00 UTC 1494 followers, XXX engagements
"MercadoLibre's reported FCF can be deceiving 💰 Its inflated by Mercado Pagos credit business. To get a clearer picture of $MELI true cash flow I adjust for: ✔ Provision for Doubtful Accounts (non-cash fintech losses) ✔ Credit Card Receivables (cash tied up in lending) Adjusted FCF = a more accurate view of MELIs e-commerce & payments biz. #MELI #Fintech #Investing #FreeCashFlow #AdjustedFreeCashFlow" @invest091 on X 2025-07-22 13:30:00 UTC 1494 followers, 6076 engagements
"🎥 $FICO CEO talked to CNBC last week and mentioned something interesting about the non-conforming mortgage market: Even where lenders dont have to use FICO they still do which to me is a powerful signal of trust in their scoring models. He also touches on Score 10T adoption. 👇 Note: The non-conforming mortgage market is home loans that dont meet Fannie Mae or Freddie Mac standards and are typically held by private lenders" @invest091 on X 2025-07-28 20:05:00 UTC 1494 followers, XXX engagements
"@DurableCreators From what I remember when researching for my podcast episode Rollins was like 10-15% US share and Rentokil was bigger globally with maybe 15-20%. $ECL has a pest control segment too to your point but less of a primary focus" @invest091 on X 2025-07-20 15:53:30 UTC 1499 followers, XXX engagements
"$FICO 5-YR Trailing Revenue Stability: Consistently Strong Over the Last Decade Fair Isaac's 5-YR trailing revenue stability has remained impressively stable ranging from XXXX to XXXX over the last XX years (closer to XXX the better) reflecting its solid financial foundation and predictable revenue growth. #Stocks #Investing #FICO #RevenueStability #InvestSmart" @invest091 on X 2025-05-26 13:30:01 UTC 1494 followers, XXX engagements
"7. $FICO Fair Isaac 📊 Credit scoring monopoly. Low reinvestment needs = huge FCF/share. Insane ROIC hidden pricing power" @invest091 on X 2025-06-05 04:01:20 UTC 1494 followers, XXX engagements
"@Quartr_App @Loris_Dalleau @Quality_stocksA @pauldutz @jennablan @KristinBentz @chartaldin @ArnaultTracker @MichaelGielkens @DueDoctor @investseekers $RMS / $HESAY still best-in-class" @invest091 on X 2025-07-24 16:07:15 UTC 1495 followers, XXX engagements
"Just dropped the Quality Growth Profile for Manhattan Associates: ✅ Outperformed the S&P since XX ✅ 55%+ gross margin XXX% FCF conversion ✅ XX% ROIC vs. XX% industry avg ❌ X drawdowns XX% ❌ FCF linearity just XXXX 🎙 New podcast episode on $MANH is now live Listen wherever you get your podcasts or check out my YouTube page for enhanced visuals. ⚠ This profile is backward-looking so no guarantees of future results but it helps frame the track record and fundamentals behind the story. #Investing #QualityGrowth #StockSpotlight" @invest091 on X 2025-06-06 17:03:00 UTC 1499 followers, XXX engagements
"@retire_readyinv What are you using for inverse volatility Have you also looked into $CAOS I've been meaning to research that one too" @invest091 on X 2025-05-27 00:00:43 UTC 1499 followers, XX engagements
"@DurableCreators Great work. For pest control its pretty much just $ROL and $RTO for publicly traded companies" @invest091 on X 2025-07-20 14:50:57 UTC 1494 followers, 1683 engagements
"@UnrivaledInvest Evolution AB - lots of upside potential" @invest091 on X 2025-07-15 03:53:06 UTC 1496 followers, XXX engagements
"5. $TMO Thermo Fisher 🔬 The picks & shovels of biotech and pharma. Selling lab tools diagnostics analytics globally. Steady organic growth + M&A flywheel" @invest091 on X 2025-06-05 03:57:29 UTC 1499 followers, XXX engagements
"$MSCI Q2 '25 Margin expansion in Analytics is a pleasant surprise as growth came from both new subs and non-recurring consulting-type revenue" @invest091 on X 2025-07-22 15:49:10 UTC 1496 followers, XXX engagements
"@TrendingValue Thanks man Took awhile to settle on a proper allocation. I'll be sure to research $CAOS before doing the upcoming podcast episode on alts so I can include some details about it. Is the Pimco fund $PTSHX" @invest091 on X 2025-05-26 23:40:27 UTC 1499 followers, XX engagements
"🚨 $RACE Reverse DCF At $489/share Ferrari needs to grow FCF/share at XX% annually for XX years to justify today's price (using $XXXX TTM FCF per Share 25x terminal P/FCF). Thats right in line with its 10-yr growth rate but above more recent years. FCF Stability Trending up now at XXXX which supports using FCF as a valuation anchor. Note: I used Industrial FCF (includes CapEx + financial services) Chart + model breakdown #ReverseDCF #Ferrari #RACE" @invest091 on X 2025-07-09 23:40:00 UTC 1494 followers, XXX engagements
"@DurableCreators I see $IDXX at the top too 👀" @invest091 on X 2025-07-27 15:42:55 UTC 1494 followers, XXX engagements
"Only three companies in my portfolio have had X Drawdowns XX% since 2000: - $HESAY - $RACE - $MA These companies have demonstrated strong resilience and stability making them attractive long-term investments in volatile markets. #Investment #Resilience #Stability #LongTermGrowth #QualityStocks" @invest091 on X 2025-07-07 10:30:00 UTC 1501 followers, XXX engagements
"🚨 $MEDP Q2 '25 Earnings: Double Beat Net New Biz Reaccelerates Q2 '25 Results: 📈 Revenue: $603.3M vs. $539.3M est. (+14.2% YOY +11.9% beat) 💰 EPS: $XXXX vs. $XXXX est. (+12.7% YOY +3.7% beat) Key Metrics: 🧾 Net New Business Awards: $620.5M (+12.6% YOY) 📚 Net Book-to-Bill: 1.03x 📦 Backlog: $2.87B (-1.8% YOY) Updated 2025 Guidance: 🔮 Revenue: $2.42B$2.52B (+14.7% to +19.5%) 💵 GAAP EPS: $13.76$14.53 (+9% to +15%) After a soft Q1 with slowing bookings and sub-1.0 book-to-bill Q2 shows a clear reacceleration in demand and their updated 2025 guidance is much better than what they forecasted" @invest091 on X 2025-07-21 20:29:30 UTC 1499 followers, 2405 engagements
"📉 Drawdown Pain Tolerance Check: My Portfolio Edition How many 50%+ drawdowns since 2000 🧱 0: $HESAY $BKNG $RACE $MA 🪨 1-3: $FTNT $IDXX $EVVTY $MSCI ⚠ 4-6: $NVDA $ASML $WSM $LMT $POOL $SPGI 🔥 9+: $MELI $NTDOY $ABNB $DUOL Any surprises for you #Investing #Drawdowns #QualityStocks #StockMarket #PortfolioCheck" @invest091 on X 2025-07-01 13:00:00 UTC 1494 followers, XXX engagements
"@QualityGrowth_ Personally I love it and own many of the same. I am long $HESAY so naturally I think that should replace $LVMUY :)" @invest091 on X 2025-04-15 06:22:47 UTC 1499 followers, XXX engagements
"@gnufs Havent heard of this company - interesting Why is their revenue growth so unpredictable Youd think it would be the opposite" @invest091 on X 2025-07-23 14:26:45 UTC 1496 followers, XXX engagements
"@SayNoToTrading Love that you got in Its one of their biggest risks I think. With the growing push for clean and non-toxic across industries Id really like to hear how $ROL is thinking about product safety and liability long term. Would be a great analyst question" @invest091 on X 2025-07-24 16:59:39 UTC 1496 followers, XX engagements
"@stonkmetal $MEDP before the post earnings run up was nice" @invest091 on X 2025-07-25 22:26:24 UTC 1494 followers, XXX engagements
"My portfolio today: $NVDA $SPGI $MSCI $MA $BKNG $POOL $IDXX $FTNT $MELI $ASML $WSM $RACE $HESAY $NTDOY $EVVTY $LMT High quality. Global. Durable. Mostly asset-light. But I asked AI: what might I be overlooking" @invest091 on X 2025-06-05 03:45:32 UTC 1499 followers, XXX engagements
"@CarsonTalkMoney @NetWorthNotes Sounds interesting in theory but as a Millennial I just use US Bank and BOA as my banks and Schwab for investing. No desire or reason to switch to SoFi for any of the above. Ha" @invest091 on X 2025-07-26 14:22:52 UTC 1496 followers, XX engagements
"Thrilled to see Mueller Industries $MLI recently screen well on my checklist but even better I see that its already captured in my favorite small-cap value ETF $AVUV. 🔟 $MLI is #10 in the top holdings at XXXX% weight #Investing #SmallCapGems" @invest091 on X 2024-12-08 16:11:27 UTC 1499 followers, XXX engagements
"🚨 $MANH Q2 '25: Double Beat Cloud Momentum Builds Q2 '25 Results: 📈 Revenue: $272.4M vs. $263.5M est. (+2.7% YOY +3.4% beat) 💰 Adj. EPS: $XXXX vs. $XXXX est. (+11.0% YOY +15.9% beat) Key Metrics: 🛠 Services Revenue: $128.9M (-5.8% YOY) ☁ Cloud Revenue: $100.4M (+22% YOY) 📚 RPO: $2.01B (+26% YOY) FY25 Guide (Updated): 📊 Revenue: $1.071$1.075B (was $1.060$1.070B in Q1) 💵 Adj. EPS: $4.76$4.84 (was $4.54$4.64 in Q1) 📈 Slight upward revision across the board Cloud engine is driving the story + record backlog show secular tailwinds in full swing. Services still the largest revenue segment" @invest091 on X 2025-07-22 21:12:46 UTC 1495 followers, XXX engagements
"🚨 New episode preview: How does $TTD stack up vs public ad tech peers I pulled 5YR averages + forward valuations for $TTD $META $GOOG $APP $MGNI $PUBM to compare margins ROIC FCF/share & growth. The Trade Desk brings $META-like gross margins and $MGNI-like FCF growth but with a premium valuation. Full dive soon on the pod 🎙 📈 Table data via @Fiscal_ai #AdTech #Investing" @invest091 on X 2025-07-15 21:00:01 UTC 1494 followers, 2418 engagements
"@long_equity Good list In travel you got $BKNG $ABNB and $EXPE" @invest091 on X 2025-07-27 22:09:18 UTC 1494 followers, 1247 engagements
"Interesting contrast in Comparably's latest data: $MANH has the second lowest customer loyalty (68%) but the highest Net Promoter Score (+41) vs peers $ORCL & $DSGX & $SPSC 🤔 Could this mean Manhattan delights power users but struggles with broad appeal #CustomerExperience #NPS #SoftwareStocks" @invest091 on X 2025-06-24 10:30:00 UTC 1496 followers, XXX engagements
"@ArneUlland The one Im keeping my eye on is $DUOL. I sold most recently at $XXX due to the AI backlash from their customers + valuation (which I really try NOT to do). Right now its looking like a nice sell but I think long-term it might be one I regret" @invest091 on X 2025-07-24 19:15:37 UTC 1499 followers, XXX engagements
"Listen to my full deep dive podcast episode on $MEDP here:" @invest091 on X 2025-07-21 20:30:47 UTC 1494 followers, XXX engagements
"💡 Not all R&D is equal. I use R&D Efficiency (2-YR Avg. Revenue Growth 2-YR Avg. R&D % with a 1-YR R&D lag) to measure how well a company turns innovation into results. Over the past X years: $MANH: XXXX $DSGX: XXXX $ORCL: XXXX More isnt always better return on R&D matters. #Investing #SaaS #ResearchandDevelopment #Innovation #Stocks" @invest091 on X 2025-05-29 13:06:00 UTC 1496 followers, XXX engagements
"@wolfofharcourt you might find these adjustments interesting as I believe you do something similar" @invest091 on X 2025-07-22 15:03:42 UTC 1496 followers, XXX engagements