# ![@invest091 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1653564935782400000.png) @invest091 Amateur Investor

Amateur Investor posts on X about stocks, business, longterm, $ctas the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

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

- [--] Week [------] +36%
- [--] Month [-------] +43%
- [--] Months [-------] +2.70%
- [--] Year [---------] +290%

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

- [--] Week [---] -28%
- [--] Month [---] -6.90%
- [--] Months [-----] +37%
- [--] Year [-----] +55%

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

- [--] Week [-----] +1.10%
- [--] Month [-----] +10%
- [--] Months [-----] +65%
- [--] Year [-----] +337%

### CreatorRank: [-------] [#](/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

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

**Social topic influence**
[stocks](/topic/stocks), [business](/topic/business), [longterm](/topic/longterm), [$ctas](/topic/$ctas) #28, [$medp](/topic/$medp) #16, [investment](/topic/investment), [$tyl](/topic/$tyl) #13, [$spgi](/topic/$spgi) #55, [$bmi](/topic/$bmi) #4, [strong](/topic/strong) #2925

**Top accounts mentioned or mentioned by**
[@longequity](/creator/undefined) [@qualitystocksa](/creator/undefined) [@themattharbaugh](/creator/undefined) [@saynototrading](/creator/undefined) [@qualityinvest5](/creator/undefined) [@dimitrynakhla](/creator/undefined) [@stonkmetal](/creator/undefined) [@ifbpodcast](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@tacticzh](/creator/undefined) [@chitchatstocks](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@renesellmann](/creator/undefined) [@durablecreators](/creator/undefined) [@investinassets](/creator/undefined) [@ccmbrett](/creator/undefined) [@ftrinvestors](/creator/undefined) [@finchatio](/creator/undefined) [@bourboncap](/creator/undefined) [@hmlcompounder](/creator/undefined)

**Top assets mentioned**
[Cintas Corporation (CTAS)](/topic/$ctas) [Medpace Holdings, Inc. Common Stock (MEDP)](/topic/$medp) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [S&P Global Inc (SPGI)](/topic/$spgi) [Bridge Mutual (BMI)](/topic/$bmi) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Adappter Token (ADP)](/topic/$adp) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Manhattan Associates, Inc. (MANH)](/topic/$manh) [Toast, Inc. (TOST)](/topic/$tost) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [PoolTogether (POOL)](/topic/$pool) [Neurobro (BRO)](/topic/$bro) [Novo-Nordisk (NVO)](/topic/$nvo) [Fair Isaac, Corp. (FICO)](/topic/$fico) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [Ferrari N.V. (RACE)](/topic/$race) [Booking Holdings Inc (BKNG)](/topic/$bkng) [MercadoLibre Inc (MELI)](/topic/$meli) [UNIPOLY (UNP)](/topic/$unp) [Decentral Games ICE (ICE)](/topic/$ice) [Msci Inc (MSCI)](/topic/$msci) [Rollins, Inc. (ROL)](/topic/$rol) [Copart, Inc. (CPRT)](/topic/$cprt) [Mastercard, Inc. (MA)](/topic/$ma) [Limitus (LMT)](/topic/$lmt) [Spotify Technology (SPOT)](/topic/$spot) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [Cboe Global Markets, Inc. (CBOE)](/topic/$cboe) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Evotec SE (EVO)](/topic/$evo) [Wall Street Memes (WSM)](/topic/$wsm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Gartner Inc (IT)](/topic/$it) [Moody's Corporation (MCO)](/topic/$mco) [Fortinet Inc (FTNT)](/topic/$ftnt) [Paycom Software Inc (PAYC)](/topic/$payc) [On Holding AG (ONON)](/topic/$onon) [Cross The Ages (CTA)](/topic/$cta) [Marsh & McLennan Companies, Inc. (MMC)](/topic/$mmc) [Autodesk Inc (ADSK)](/topic/$adsk) [WW Grainger Inc (GWW)](/topic/$gww) [AppLovin Corporation (APP)](/topic/$app) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [CME Group Inc (CME)](/topic/$cme) [SafeMoon (SFM)](/topic/$sfm) [aelf (ELF)](/topic/$elf) [Mueller Industries, Inc. (MLI)](/topic/$mli) [monday.com Ltd. (MNDY)](/topic/$mndy) [DarkShield Games Studio (DKS)](/topic/$dks) [Vail Resorts, Inc. (MTN)](/topic/$mtn) [Adobe, Inc. (ADBE)](/topic/$adbe) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Atkore Inc. (ATKR)](/topic/$atkr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@valuereport_tom Do you consider $EMR a competitor here or less so since theyre transitioning to more software/automation"  
[X Link](https://x.com/invest091/status/1658153598247927808)  2023-05-15T16:53Z [--] followers, [--] engagements


"@DRGinvests Just a [--] question checklist across a variety of areas (fundamentals management growth value earnings manipulation liquidity) that acts as a screener of sorts. $ATKr is #1 among [--] companies so far. #2 is $MSFT"  
[X Link](https://x.com/invest091/status/1660028105451511809)  2023-05-20T21:01Z [--] followers, [--] engagements


"@DRGinvests I already own $EMR looks like they are 0.6-0.7 correlated to $ATKR since [--] but now that $EMR is focusing on automation/software I think I might look to have both in the portfolio"  
[X Link](https://x.com/invest091/status/1660372097284333568)  2023-05-21T19:48Z [---] followers, [---] engagements


"@DimitryNakhla @Rustyram78 Me too. I want $UNH below $450"  
[X Link](https://x.com/invest091/status/1661214672694173696)  2023-05-24T03:36Z [--] followers, [--] engagements


"$FND is not doing a [----] Investor Day presentation. This is in addition to not producing a quarterly presentation. Odd or normal for a mid cap company"  
[X Link](https://x.com/invest091/status/1661389152330342400)  2023-06-24T23:12Z [--] followers, [---] engagements


"@Chrissy2555 @DRGinvests I dont do small caps (I prefer investing in $SLYV and $AVUV) but $KNX and $SFM both scored well. $COLM was around average. $KNX has had a rough couple of earnings reports though so their score will probably go down the next time I update them"  
[X Link](https://x.com/invest091/status/1662135980311343105)  2023-05-26T16:37Z [----] followers, [---] engagements


"@EconomyApp Love the chart. Can it be assumed that the other and tax benefit are one-time positive benefits Operating margin seems low for a software company but maybe seasonality is at-play. Big thing with $VEEV is how their business will be impacted post $CRM"  
[X Link](https://x.com/invest091/status/1664073857962242048)  2023-06-01T00:58Z [---] followers, [---] engagements


"@mukund Ive researched $VEEV and they are definitely interesting. Seem to have a software MOAT in life sciences but not much outside of that. They are also a Public Benefit Corporation so not sure if thats a plus or minus"  
[X Link](https://x.com/invest091/status/1664074862623612929)  2023-06-01T01:02Z [---] followers, [--] engagements


"@fundam_inv Thanks This is great. Ive got them on my watch list but am still researching. Will check out the TFC slides as I havent seen that for other software companies like $CRM $ADSK etc. Any concern over them being a public benefit corporation as an investor"  
[X Link](https://x.com/invest091/status/1664082950613266438)  2023-06-01T01:34Z [---] followers, [--] engagements


"I currently have $SWISX $AVDV $AVES and $EMXC for my international portfolio. Despite $AVES and $EMXC having different objectives they are highly correlated in back tests. Are both necessary in the long-term $EMXC was to limit China exposure. Are $EYLD and $DGS worth adding"  
[X Link](https://x.com/invest091/status/1664407565491396609)  2023-06-01T23:04Z [----] followers, [---] engagements


"@themattharbaugh $ULTA has my attention after its recent drop. $UFPI is also in my list"  
[X Link](https://x.com/invest091/status/1664408865327267840)  2023-06-01T23:09Z [---] followers, [---] engagements


"@themattharbaugh Love the portfolio I agree that around [--] is a good number to manage and for diversification purposes. Is $MA a hedge against $PYPL or vice versa Both might not be necessary. Check out $FTNT in cybersecurity - one of the best quarterly decks I've read"  
[X Link](https://x.com/invest091/status/1664820271293820929)  2023-06-03T02:24Z [---] followers, [---] engagements


"@themattharbaugh Makes sense on $PYPL. I also own $MA for the same reasons"  
[X Link](https://x.com/invest091/status/1664860241228357633)  2023-06-03T05:03Z [---] followers, [---] engagements


"@tallnfat @jamesbulltard7 How do you know Did you work in the industry or have info in a 10-Q or 10-K that supports this claim that lower gas prices is not as good for $UPS etc as higher gas prices"  
[X Link](https://x.com/invest091/status/1665335897133293568)  2023-06-04T12:33Z [---] followers, [--] engagements


"@nomadicsammy @SlowBrewFinance @tola2252 If I just found out about $VMOT but already own $QMOM $AVUV $SLYV $AVDV etc how should I think about it Definitely see why you both like it just wish I found out earlier lol"  
[X Link](https://x.com/invest091/status/1665348919755264000)  2023-06-04T13:24Z [----] followers, [---] engagements


"@SmallCapVal That's how I do it. $SLYV in my taxable $AVUV in my Rollover IRA"  
[X Link](https://x.com/invest091/status/1665361272752201731)  2023-06-04T14:14Z [----] followers, [--] engagements


"This is despite making several acquisitions. [--] KPIs to watch: 1) UFP Consolidated Adjusted EBITDA Margin (want this to continue 🔼) 2) Packaging Market Share (highest margin segment but lower market share than retail solution) 3) $HD + $LOW % of Net Sales (want this 🔽)"  
[X Link](https://x.com/invest091/status/1665904407727276032)  2023-06-06T02:12Z [---] followers, [--] engagements


"@DimitryNakhla I have come to similar conclusions with $DE. My main issue with them outside of the FCF is the amount of debt on their balance sheet especially compared to cash. Need them below $350 maybe even $300. I do like some of the space tech stuff theyre working on"  
[X Link](https://x.com/invest091/status/1667543892873322498)  2023-06-10T14:47Z [---] followers, [---] engagements


"@valuereport_tom $SHOO showed up on a screener I just didinteresting"  
[X Link](https://x.com/invest091/status/1667544370164252677)  2023-06-10T14:48Z [---] followers, [--] engagements


"@UptrendsAI Are you able to provide like key topics or themes around some of these Like $EMR is not commonly discussed on Twitter so would be fascinated whats driving its negative sentiment"  
[X Link](https://x.com/invest091/status/1667629796723916802)  2023-06-10T20:28Z [---] followers, [--] engagements


"Just watched @cstewartcfa video on $PNC. Their P/B is now below [---] and their P/TB is [---] (below [---] 10-yr median). Looks like an interesting value play w/mid teens IRR potential"  
[X Link](https://x.com/invest091/status/1668007692407910401)  2023-06-11T21:29Z [--] followers, [--] engagements


"@investafter40 $SNSXX too"  
[X Link](https://x.com/invest091/status/1669173766071484417)  2023-06-15T02:43Z [----] followers, [---] engagements


"Current individual stock portfolio (24 total in descending order of market value). Any you like/would remove $SOFI $CRM $MELI $ADBE $EMR $ABNB $SNOW $AMD $FTNT $DKS $UPS $MA $ATKR $COP $SBSW $CTRA $FND $DGX $LMT $LAND $UFPI $ADSK $TRV $ACI"  
[X Link](https://x.com/invest091/status/1676406583620939776)  2023-07-05T01:44Z [---] followers, [---] engagements


"@themattharbaugh $MA $FTNT and $ADBE. Your analysis of $PAYC has me intrigued though"  
[X Link](https://x.com/invest091/status/1678950926336552961)  2023-07-12T02:57Z [--] followers, [--] engagements


"@themattharbaugh How do you calculate FCF linearity Correlation analysis Love the thought"  
[X Link](https://x.com/invest091/status/1680395016559267841)  2023-07-16T01:52Z [--] followers, [--] engagements


"Im excited to get in if $HSY gets below $220"  
[X Link](https://x.com/invest091/status/1686209318855770112)  2023-08-01T02:56Z [--] followers, [--] engagements


"@Angeleno551 @The_Airmass Based on my research its not an either/or situation with $FTNT and $CRWD. They both do different things"  
[X Link](https://x.com/invest091/status/1687538277082157056)  2023-08-04T18:57Z [--] followers, [--] engagements


"$FTNT 10-year FCF and FCF Growth linearity (source: The more companies I research the more I don't think a linear equation is best fit for FCF growth. Too much Y2Y variation. I think I will stick with FCF linearity and try other functions for growth"  
[X Link](https://x.com/invest091/status/1689684119717060608)  2023-08-10T17:04Z [--] followers, [--] engagements


"@DimitryNakhla I'm torn on this one because they scored very well in my stock research database (75th percentile among [---] stocks) but the Investors Grow website (from Learn to Invest YouTube channel) still has them as significantly overvalued using analyst estimates for FCF for [--] years out"  
[X Link](https://x.com/invest091/status/1691869856285745647)  2023-08-16T17:49Z [--] followers, [---] engagements


"@stonkmetal What broke the investment thesis on $VEEV They have been on my watch list for awhile but havent jumped in yet"  
[X Link](https://x.com/invest091/status/1691993227455594982)  2023-08-17T01:59Z [---] followers, [---] engagements


"@themattharbaugh $HSY $PAYC. Need some more"  
[X Link](https://x.com/invest091/status/1692009813562323171)  2023-08-17T03:05Z [--] followers, [---] engagements


"@themattharbaugh Speaking of FCF Yield I just ran $PAYC through my checklist and they passed but currently have a FCF Yield below 2% (TTM FCF / EV). Any concern there Seems really low despite the nice FCF growth"  
[X Link](https://x.com/invest091/status/1693476402971148432)  2023-08-21T04:13Z [--] followers, [--] engagements


"@TheShortBear @LackyBustard Interesting that household (personal products) is so high Is that like $HSY consumer staples or more like $PG"  
[X Link](https://x.com/invest091/status/1697626458603352301)  2023-09-01T15:04Z [--] followers, [--] engagements


"Been researching $ROVR. SBC% of revenue is significantly higher than the Business & Consumer Services industry avg but it's been holding steady at 10-11% the last [--] years which isn't terrible compared to other tech companies like $SNOW"  
[X Link](https://x.com/invest091/status/1698743877019242558)  2023-09-04T17:04Z [--] followers, [---] engagements


"Thought I'd share my individual stock portfolio by % of portfolio. Individual stocks are 34% of total portfolio. Recent add: $ROVR. #stocks #investing"  
[X Link](https://x.com/invest091/status/1699630064672129260)  2023-09-07T03:45Z [--] followers, [---] engagements


"Main one I'm questioning right now is $UPS"  
[X Link](https://x.com/invest091/status/1699630354976616812)  2023-09-07T03:47Z [--] followers, [--] engagements


"Great thread on a stock that is in my top [--] holdings. $ABNB 👇"  
[X Link](https://x.com/invest091/status/1702345526765895977)  2023-09-14T15:36Z [--] followers, [--] engagements


"I might have to dig into $CROX next"  
[X Link](https://x.com/invest091/status/1709360832638070907)  2023-10-04T00:12Z [--] followers, [---] engagements


"Ive been taking a look at them. Excited to dig into their 10-K. Fascinating business model"  
[X Link](https://x.com/invest091/status/1709828570078707917)  2023-10-05T07:11Z [--] followers, [---] engagements


"Fantastic listen if you're researching $CPRT"  
[X Link](https://x.com/invest091/status/1709948399481692261)  2023-10-05T15:07Z [--] followers, [---] engagements


"Using a Reverse DCF valuation methodology and TTM FCF $CPRT would need to grow FCF at 27% per year for the next [--] years to be fairly valued at current price. Over the last [--] years they have grown FCF at an avg of 28-31% per year. Do we think they can achieve 27%"  
[X Link](https://x.com/invest091/status/1710387651264889177)  2023-10-06T20:12Z [--] followers, [---] engagements


"Correction: TTM FCF should be 5YR avg FCF*"  
[X Link](https://x.com/invest091/status/1710401866448924820)  2023-10-06T21:09Z [--] followers, [--] engagements


"$CPRT has been consistently below the Business & Consumer Services industry avg on Goodwill % of Total Assets. Will be interesting to see if they continue this approach in future years"  
[X Link](https://x.com/invest091/status/1711782579559620864)  2023-10-10T16:35Z [--] followers, [---] engagements


"$CPRT has maintained a Revenue to Working Capital Ratio [----] for the last [--] years but that ratio has been declining. Working Capital has risen much faster than sales on a percentage basis these last few years. Can they get things back on track Something to monitor"  
[X Link](https://x.com/invest091/status/1712167752591692118)  2023-10-11T18:06Z [--] followers, [---] engagements


"$CPRT looks pretty good against its competitive set"  
[X Link](https://x.com/invest091/status/1712483423749869919)  2023-10-12T15:00Z [--] followers, [---] engagements


"A must read for us $MELI investors. 👇"  
[X Link](https://x.com/invest091/status/1712953329133990108)  2023-10-13T22:07Z [---] followers, [---] engagements


"@Express335super Inflation pressure on which aspect of the equation"  
[X Link](https://x.com/invest091/status/1713357573540413462)  2023-10-15T00:54Z [---] followers, [--] engagements


"Not surprisingly $LAND revenue and price is moderately positively correlated to the U.S. inflation rate. Not bad as an inflation hedge"  
[X Link](https://x.com/invest091/status/1713360768132071443)  2023-10-15T01:06Z [--] followers, [---] engagements


"$LAND monthly price is not linearly correlated to interest rates but does have some semblance of a polynomial relationship. Their quarterly revenue however is more linearly correlated"  
[X Link](https://x.com/invest091/status/1713374711181365569)  2023-10-15T02:02Z [--] followers, [--] engagements


"Not totally surprised $DPZ #1 but am surprised on the 9% gap to #2. Wonder if $WING $CMG $TXRH are ranked"  
[X Link](https://x.com/invest091/status/1714155901060555102)  2023-10-17T05:46Z [---] followers, [---] engagements


"$GPC down 12.51% today now trading at around fair value using [--] analyst FCF estimates for the next [--] years a 9% discount rate and a 2.5% terminal growth rate ($128 vs. current price $130.12). Source:"  
[X Link](https://x.com/invest091/status/1715126724969812456)  2023-10-19T22:04Z [---] followers, [--] engagements


"$GPC scored a 63% Quality Score of the [---] total stocks in my database good for 60th percentile and a "Watch" rating. To be fair they are the only Retail (Distributors) industry company that I've done. Schwab gives them a B GuruFocus gives them an [--] (slightly below avg)"  
[X Link](https://x.com/invest091/status/1715127504414122467)  2023-10-19T22:07Z [---] followers, [--] engagements


"@JaguarAnalytics Reaffirming FCF $900M-$1B is huge given the recent trend"  
[X Link](https://x.com/invest091/status/1715128142816522540)  2023-10-19T22:09Z [---] followers, [--] engagements


"$GPC has been trading below most of its moving averages for the last year. Then the big drop off today"  
[X Link](https://x.com/invest091/status/1715129306685514047)  2023-10-19T22:14Z [---] followers, [--] engagements


"@LongYield How do they reaccelerate revenue growth"  
[X Link](https://x.com/invest091/status/1715236801424843120)  2023-10-20T05:21Z [--] followers, [--] engagements


"$WSM with a TTM FCF Yield of 9.90%. How is a brick and mortar retail business generating such a high FCF Yield Something I plan to try to find out by reading their 10-K in the coming weeks"  
[X Link](https://x.com/invest091/status/1716303913023070407)  2023-10-23T04:01Z [--] followers, [--] engagements


"@DRGinvests Own $ATKR $ULTA on watch list sold $FND (hit my 20% gain target was not necessarily a long-term holding)"  
[X Link](https://x.com/invest091/status/1716524190881415598)  2023-10-23T18:37Z [--] followers, [---] engagements


"@DRGinvests I like their business model but they ranked lower on my checklist most likely due to them being in more of a growth phase and focusing less on FCF and efficiency metrics and more on total store count and traffic the latter of which has been on a bit of a declining trend"  
[X Link](https://x.com/invest091/status/1716598643724300385)  2023-10-23T23:33Z [--] followers, [--] engagements


"Portfolio update: recently sold $UPS eyeing $WSM $AMR"  
[X Link](https://x.com/invest091/status/1717243652324708512)  2023-10-25T18:16Z [---] followers, [---] engagements


"$WSM has an impressive Working Capital Turnover ratio. It's working capital has leveled off while revenue has continued to increase. Revenue growth has slowed down in '22 and now '23 but it's good to see they don't need a lot of working capital to generate sales"  
[X Link](https://x.com/invest091/status/1717245364674482672)  2023-10-25T18:22Z [--] followers, [--] engagements


"@tweetRRANDO Makes sense. Based on that wouldn't a log plot be better when analyzing two stocks vs one How often does a stock go from $50 to $5000 a share Hardly ever unless you're looking at a 20+ year time period. Love the approach though"  
[X Link](https://x.com/invest091/status/1717647197117071724)  2023-10-26T20:59Z [---] followers, [--] engagements


"@Dividendliveoff @EJLandis Thats my problem with $PAYC. I like investing in market leaders in their industry and $ADP seems to be the one for HR software"  
[X Link](https://x.com/invest091/status/1719343579376886026)  2023-10-31T13:20Z [--] followers, [---] engagements


"@Dividendliveoff @EJLandis Thanks for sharing that info Do they also do FCF forecasts"  
[X Link](https://x.com/invest091/status/1719542554423656574)  2023-11-01T02:31Z [--] followers, [--] engagements


"@themattharbaugh That has to be one of the largest selloffs post earnings call in recent history. Seems like an automatic sell given the % you would need to just break even. Id sell and wait [--] days to jump back in"  
[X Link](https://x.com/invest091/status/1719544015035535676)  2023-11-01T02:36Z [--] followers, [---] engagements


"@themattharbaugh Thats fair but I dont think you can compare $PAYC to any of those companies. Theyre not even #1 in their own industry. Google Adobe are at the top of what they do"  
[X Link](https://x.com/invest091/status/1719546823453311183)  2023-11-01T02:48Z [--] followers, [---] engagements


"Super interesting read for us $MELI shareholders"  
[X Link](https://x.com/invest091/status/1719933981771083874)  2023-11-02T04:26Z [--] followers, [---] engagements


"Fantastic review of $ABNB FY23-Q3"  
[X Link](https://x.com/invest091/status/1719938258434462015)  2023-11-02T04:43Z [--] followers, [---] engagements


"@RuffinFinance How restrictive is 529s in terms of the ETFs and index funds you can invest in and overall fees Like can you go into SWPPX AVUV etc Researching them now and deciding whether its worth it to go the [---] route"  
[X Link](https://x.com/invest091/status/1721564231571804522)  2023-11-06T16:24Z [----] followers, [--] engagements


"My Reverse DCF model has $CAT trading at slightly above fair value (9.3% Reverse DCF FCF growth rate needed at current price vs. 5-YR geometric avg of 5.8%). However it's getting closer to buy range. I'll be diving into their 10-K next. #industrials"  
[X Link](https://x.com/invest091/status/1722176391264014686)  2023-11-08T08:57Z [---] followers, [---] engagements


"$DOCS has re-accelerated QOQ revenue growth (+4.7% in FY24-Q2) which might explain the after hours movement. Would like to see it get back to double digits but a nice improvement after the lackluster Q1"  
[X Link](https://x.com/invest091/status/1722779455717024004)  2023-11-10T00:53Z [--] followers, [---] engagements


"@stonkmetal Didnt know you had $CPRT. I think the price is a little high right now for an entry point but I sure do like the business model"  
[X Link](https://x.com/invest091/status/1722803897549672697)  2023-11-10T02:30Z [--] followers, [---] engagements


"Does FinTwit think the $KR acquisition of $ACI will go through next year #investing"  
[X Link](https://x.com/invest091/status/1723068640734368165)  2023-11-10T20:02Z [--] followers, [---] engagements


"@hainc94 @FromValue Double $CPRT. Would love to own in the 30s but enough risk in business model (totally reliant on insurance companies giving them business potential long-term AI/self-driving headwinds) where I need a decent MOS"  
[X Link](https://x.com/invest091/status/1724451296898687107)  2023-11-14T15:36Z [---] followers, [--] engagements


"For those wondering why $FTNT had negative Shareholders Equity in [----] you can see the combination of retained losses and lots of share repurchases were key contributing factors"  
[X Link](https://x.com/invest091/status/1724825511103471834)  2023-11-15T16:23Z [--] followers, [---] engagements


"I own $ADSK worth a read if youre looking into them. 👇"  
[X Link](https://x.com/invest091/status/1725533276331442328)  2023-11-17T15:16Z [--] followers, [---] engagements


"@DividendDynasty I bought in last month and its been a nice ride Keeping my eye out on QOQ revenue growth trends but love that the margins have held strong. I enjoy visiting Williams Sonoma although it is a little pricey lol"  
[X Link](https://x.com/invest091/status/1725633425271668935)  2023-11-17T21:54Z [--] followers, [--] engagements


"Im personally researching $MCK next month. Will post some charts & graphs. ROIC WACC is the goal Here are [--] companies to dig deeper: $MA [----] [----] $NVO [----] [----] $TXN [----] [----] $COST [----] [---] $MCK [----] [----] ROIC WACC is the goal Here are [--] companies to dig deeper: $MA [----] [----] $NVO [----] [----] $TXN [----] [----] $COST [----] [---] $MCK [----] 6.93"  
[X Link](https://x.com/invest091/status/1726510386013462838)  2023-11-20T07:58Z [---] followers, [---] engagements


"$MA is a high-quality company. One of the things that I keep my eye on with them is their Net Debt position. As of Q3 '23 they have $6.3B in net debt after reaching a 2-YR high last quarter of $7.4B. Would like to see if they can bring this number down a little in the future"  
[X Link](https://x.com/invest091/status/1727774793712435645)  2023-11-23T19:43Z [--] followers, [--] engagements


"This is why Net Debt is a key KPI that Im tracking with $MA. $V is in a better position right now. 👇"  
[X Link](https://x.com/invest091/status/1728865028353483224)  2023-11-26T19:55Z [--] followers, [---] engagements


"Certainly not my only reason but Ill give you two: 1) $COLM 2) $SNOW"  
[X Link](https://x.com/invest091/status/1728880250082471939)  2023-11-26T20:55Z [--] followers, [---] engagements


"@F4DE2BL4CK Have you also looked into $EYLD I own $EMXC but just recently heard about the former too"  
[X Link](https://x.com/invest091/status/1729890764996649409)  2023-11-29T15:51Z [----] followers, [---] engagements


"@InvestRoiss What are you comparing that 11% revenue growth to Most businesses are reporting flat or negative YOY revenue growth rates just look at the industrials sector. Once the economy picks back up and rates fall I bet you'll see an upward tick on YOY revenue growth"  
[X Link](https://x.com/invest091/status/1729999934232093055)  2023-11-29T23:05Z [--] followers, [--] engagements


"As Doubtful Accounts % of OpEx has declined Operating Margin % has increased for $MELI. This is one KPI that I track for the company"  
[X Link](https://x.com/invest091/status/1731848764069974442)  2023-12-05T01:31Z [--] followers, [--] engagements


"@DividendTalks I own $LAND farmland diversification"  
[X Link](https://x.com/invest091/status/1731901093788135561)  2023-12-05T04:59Z [--] followers, [---] engagements


"$CPRT has higher Net Working Capital Turnover than some of its closest competitors. Nice to see this and would love to get in on the company at $35"  
[X Link](https://x.com/invest091/status/1732599782684885044)  2023-12-07T03:15Z [---] followers, [---] engagements


"@JonahLupton I do own some $COP myself"  
[X Link](https://x.com/invest091/status/1734853173498827066)  2023-12-13T08:30Z [--] followers, [--] engagements


"Of all the companies I own $ABNB has the worst 10-Q I've read thus far. Other than a revenue by geography there is hardly any good data to extract for one's own analysis. No quarterly read on ADR Take Rate Active Listings etc. Shareholder letter isn't better"  
[X Link](https://x.com/invest091/status/1735533023473643915)  2023-12-15T05:31Z [--] followers, [--] engagements


"@themattharbaugh Great list. Another big one to throw in here is Interest Coverage ( [--] compare to industry median). ROE/ROA % vs industry median and major competitors. For bigger companies it can be good to check their credit rating. Sometimes I like checking Glassdoor ratings too"  
[X Link](https://x.com/invest091/status/1737479860400865480)  2023-12-20T14:27Z [--] followers, [--] engagements


"@B4LLisL1FE I'm thinking of replacing $EMXC with $FRDM mostly because I like the concentration of holdings. Between $AVES $AVDV and $EXMC those ETFs have a lot of holdings for an int'l portfolio and I like the [---] holdings of $FRDM. Also its performance has been $EMXC"  
[X Link](https://x.com/invest091/status/1737554537182040176)  2023-12-20T19:24Z [----] followers, [---] engagements


"@EricBalchunas Agree Just found out about this ETF. Seems like it has good size loading and is less valuey than $AVUV and $SLYV but also has a higher quality load and more concentration (makes sense with FCF Yield focus). Expense ratio is also higher but definitely one I'm keeping my eye on"  
[X Link](https://x.com/invest091/status/1737601744950235571)  2023-12-20T22:31Z [----] followers, [---] engagements


"@Gugo907 $HSY has been beaten down"  
[X Link](https://x.com/invest091/status/1740745944356855962)  2023-12-29T14:45Z [---] followers, [---] engagements


"@MrStockable Ive got $WSM Would love to own $CPRT at more reasonable prices"  
[X Link](https://x.com/invest091/status/1741522559105990976)  2023-12-31T18:11Z [---] followers, [---] engagements


"@vegansie Any reason why Im interested to see how its factor loadings compare to $QVAL. Have not really targeted MCV but might be a nice add to SCV"  
[X Link](https://x.com/invest091/status/1742407302743765477)  2024-01-03T04:47Z [----] followers, [--] engagements


"Any investors look into the $HAPI ETF Large blend that uses a human capital factor to select the top [---] companies. Short history of outperformance w/similar risk as S&P [---] [--] bps ER. One Ill be researching more"  
[X Link](https://x.com/invest091/status/1742524221291417728)  2024-01-03T12:32Z [---] followers, [---] engagements


"@SmallCapVal @Ryan06974467 @SimplifyAsstMgt Im surprised more factor ppl on Twitter havent talked about $SYLD. Certainly should be in discussion with $AVUV $CALF $QVAL etc. Need to find more research on shareholder yield as a value factor tho"  
[X Link](https://x.com/invest091/status/1742907392843518279)  2024-01-04T13:54Z [----] followers, [---] engagements


"One thing I'm looking for with $DOCS FY24-Q3 earnings is revenue growth re-acceleration. 15%+ YOY chg would be nice"  
[X Link](https://x.com/invest091/status/1744929230641602768)  2024-01-10T03:48Z [--] followers, [---] engagements


"@NextWaveEFT @mailboxmoney6 Did you see this news btw Seems like it would impact $CTRA:"  
[X Link](https://x.com/invest091/status/1745130144941912430)  2024-01-10T17:07Z [---] followers, [--] engagements


"@davey_juice Would you own both $VEEV and $CRM in a portfolio Ive had CRM for awhile and love the business model behind VEEV but understand that theyll both be connected until at least 2025"  
[X Link](https://x.com/invest091/status/1745515605992591656)  2024-01-11T18:38Z [---] followers, [---] engagements


"@davey_juice I dont like Marc either but I do have some close friends who work there that are super smart and doing good things. $NOW is a good one as well"  
[X Link](https://x.com/invest091/status/1745528191198908600)  2024-01-11T19:28Z [---] followers, [--] engagements


"$CAT getting into the shoe game"  
[X Link](https://x.com/invest091/status/1745589755604083121)  2024-01-11T23:33Z [---] followers, [--] engagements


"$ABBV has a TTM FCF Yield of 7.39% 😯 what's investor sentiment on this one Source:"  
[X Link](https://x.com/invest091/status/1745880222333907215)  2024-01-12T18:47Z [---] followers, [--] engagements


"$KMB with a TTM FCF Yield of 5.23%. 😯what's investor sentiment on these guys Source:"  
[X Link](https://x.com/invest091/status/1745881488397107290)  2024-01-12T18:52Z [---] followers, [--] engagements


"Any factor investors use $USMV in their portfolio Just found out about this one"  
[X Link](https://x.com/invest091/status/1747012567900586104)  2024-01-15T21:47Z [----] followers, [---] engagements


"One of my favorite quotes from @long_equity book The Quality Growth Investor. Something we all know to be true but not often seen mentioned. Im at [--] equities and plan to use the framework in the book to see if I can optimize around 15-18 during [----]. #investing #finx"  
[X Link](https://x.com/invest091/status/1747036695885959500)  2024-01-15T23:23Z [---] followers, [--] engagements


"I just finished my initial checklist on $AMAT and they scored in the 96th percentile of [---] stocks analyzed to-date. Now need to read their 10-K and dive in further but Id love a pullback to $150 $AMAT is an interesting investment. Wide moat high market share high profit margins great leadership and a growing market. Their moat is wide: barriers to entry switching costs and they co-develop their machines with foundries to support their processes. They have a https://t.co/yxA3xlNNrv $AMAT is an interesting investment. Wide moat high market share high profit margins great leadership and a"  
[X Link](https://x.com/invest091/status/1750910555249123798)  2024-01-26T15:56Z [---] followers, [---] engagements


"@joecarlsonshow $AMAT"  
[X Link](https://x.com/invest091/status/1751127947044647393)  2024-01-27T06:20Z [--] followers, [--] engagements


"@CompTortoise $AMAT $FTNT"  
[X Link](https://x.com/invest091/status/1753621611469803566)  2024-02-03T03:29Z [---] followers, [---] engagements


"@deltadividends @DairyLandDiv $AGCO looks interesting Potentially undervalued at current prices. Ill have to do my own deep dive on them What was the main thing you liked"  
[X Link](https://x.com/invest091/status/1754507907964829938)  2024-02-05T14:10Z [---] followers, [--] engagements


"@RensingTrades Any one-time events mentioned driving the profit per share increase At first glance that doesnt appear sustainable lol"  
[X Link](https://x.com/invest091/status/1754509231171256610)  2024-02-05T14:16Z [---] followers, [--] engagements


"@long_equity I was thinking about your whole company lifecycle bit (raising/reinvesting/returning capital) - where do you think $AMAT is in this process Looking at this slide I'm thinking somewhere between reinvesting and returning A little surprised they want to distribute 80-100%"  
[X Link](https://x.com/invest091/status/1754641560162214214)  2024-02-05T23:02Z [---] followers, [---] engagements


"@long_equity Does this include the formulas or just the output values Definitely interested"  
[X Link](https://x.com/invest091/status/1755276009337950376)  2024-02-07T17:03Z [---] followers, [---] engagements


"@game_book_life @TrendingValue Ive been enjoying $QMOM for sure"  
[X Link](https://x.com/invest091/status/1755996776379953343)  2024-02-09T16:47Z [----] followers, [--] engagements


"@SeagullNoise A solid lead on which stage of the manufacturing process From my research $ASML has a monopoly on the first stage and $ASML is more heavily involved in every other stage beyond that. Theres a visual on this somewhere - Ill try to find it"  
[X Link](https://x.com/invest091/status/1756065724760764550)  2024-02-09T21:21Z [---] followers, [---] engagements


"@SeagullNoise Water Fab Equipment. Here's a screenshot on WFE's forecasted growth rates from a Seeking Alpha article and $AMAT's growth thesis from their latest presentation. $ASML is a great company too though"  
[X Link](https://x.com/invest091/status/1756074516109988141)  2024-02-09T21:56Z [---] followers, [---] engagements


"@Elkingnatinho Yep I believe my average price is around $118-$120"  
[X Link](https://x.com/invest091/status/1757535163670786358)  2024-02-13T22:40Z [---] followers, [--] engagements


"I like how $AMAT's Inventory has typically followed Revenue very closely. Source:"  
[X Link](https://x.com/invest091/status/1757614437891285125)  2024-02-14T03:55Z [---] followers, [---] engagements


"$AMAT inventory and revenue show strong linear correlations over the last [--] years. Source:"  
[X Link](https://x.com/invest091/status/1757874153120829482)  2024-02-14T21:07Z [---] followers, [---] engagements


"@TheMez3 @jeffwills08 What about that new joint venture they announced Im starting to research $AGCO and they do seem to have some traits of a quality company"  
[X Link](https://x.com/invest091/status/1758144607869907443)  2024-02-15T15:01Z [---] followers, [--] engagements


"@chriszeoli @long_equity Good list but $SNOW has a $70B market cap. Theyre more large cap"  
[X Link](https://x.com/invest091/status/1758309198918721946)  2024-02-16T01:55Z [---] followers, [--] engagements


"@EggsWhite @long_equity Youre thinking short-term which yeah might be overhyped a bit but this is a high quality growth company in a medium to long-term tailwind. Would much rather place my bet on them vs. many other companies. Also I love that they produce a deck each quarter + summary transcript"  
[X Link](https://x.com/invest091/status/1758374255077867817)  2024-02-16T06:14Z [---] followers, [--] engagements


"@long_equity Great list Although Im not sure FCF really applies to insurance businesses like $TRV"  
[X Link](https://x.com/invest091/status/1758646795050365394)  2024-02-17T00:17Z [---] followers, [---] engagements


"I want to create a Sankey Diagram for Doximity's latest quarterly Income Statement and just can't get it to work on Think it might have something to do with them having positive "Other Net Income" that most companies don't have. Help cc @long_equity"  
[X Link](https://x.com/invest091/status/1758670955264794811)  2024-02-17T01:53Z [---] followers, [---] engagements


"@IFB_podcast $FICO is a good one I just got into $AMAT and have been looking at $AGCO"  
[X Link](https://x.com/invest091/status/1759345880627544299)  2024-02-18T22:35Z [---] followers, [---] engagements


"@fundam_inv @HedgeyeComm @Google @googlefinance $FDS actually scored well on my investing checklist but that is always the step before I dive deeper. What makes you think they dont have a MOAT Will definitely help as I research them further"  
[X Link](https://x.com/invest091/status/1759778442604871778)  2024-02-20T03:14Z [---] followers, [--] engagements


"@fundam_inv @HedgeyeComm @Google @googlefinance Totally makes sense Ive seen them used on X for comparing company quarterly earnings vs. expected but imagine thats something any of these data providers can do. Even on Seeking Alpha at least for EPS"  
[X Link](https://x.com/invest091/status/1759810391272821225)  2024-02-20T05:21Z [---] followers, [--] engagements


"$AGCO SBC Adjusted FCF per Share ($) trend. Some seasonality present"  
[X Link](https://x.com/invest091/status/1760166875827421641)  2024-02-21T04:57Z [---] followers, [---] engagements


"$AGCO SBC Adjusted FCF per Share yearly trend still positive with a +7.7% 5YR CAGR"  
[X Link](https://x.com/invest091/status/1760383425511567703)  2024-02-21T19:18Z [---] followers, [---] engagements


"Not seeing any FCF estimates from analysts for $MLI but using 5-YR avg for revenue growth and FCF Margin % I'm getting a $54 intrinsic value above the current price of $48.14. This includes FCF estimates of only $130M for the next [--] years fairly conservative. Mueller Industries is a high quality compounder currently trading a very cheap valuation. Anyone here own it $MLI https://t.co/YjyWpQF1x4 Mueller Industries is a high quality compounder currently trading a very cheap valuation. Anyone here own it $MLI https://t.co/YjyWpQF1x4"  
[X Link](https://x.com/invest091/status/1760477791907459222)  2024-02-22T01:33Z [---] followers, [---] engagements


"$AGCO Inventory & Revenue tracks very closely the last [--] years. Something you want to see"  
[X Link](https://x.com/invest091/status/1760518207277056441)  2024-02-22T04:13Z [---] followers, [---] engagements


"@jiggycapital Also have $IDXX on my watch list. Feels like it will be there awhile at this valuation though"  
[X Link](https://x.com/invest091/status/1761049058914005361)  2024-02-23T15:23Z [---] followers, [---] engagements


"@StockSavvyShay Agreed How would you think about them vs Databricks"  
[X Link](https://x.com/invest091/status/1761582891816132634)  2024-02-25T02:44Z [---] followers, [---] engagements


"Using the prior [--] years of data $AMAT SBC Adjusted FCF per Share 5YR Forecast is nice. One of the reasons that I was happy to find this stock and invest in it this year"  
[X Link](https://x.com/invest091/status/1762186557535248597)  2024-02-26T18:43Z [---] followers, [---] engagements


"Ive got three - $ADSK $MELI and $AMAT. These stocks have the highest return on equity over the past twelve months: $AAPL $PANW $NVDA $KLAC $ADSK $ASML $AVGO $AMAT $V @ycharts https://t.co/IMTY05E4i1 These stocks have the highest return on equity over the past twelve months: $AAPL $PANW $NVDA $KLAC $ADSK $ASML $AVGO $AMAT $V @ycharts https://t.co/IMTY05E4i1"  
[X Link](https://x.com/invest091/status/1762331943751028872)  2024-02-27T04:20Z [---] followers, [---] engagements


"$ABNB has a slightly higher range of SBC Adjusted FCF per Share forecast values over the next [--] years. [----] outlier didn't help the forecast"  
[X Link](https://x.com/invest091/status/1762587377292501197)  2024-02-27T21:15Z [---] followers, [---] engagements


"@CVCResearch @TechFundies Great analysis The company that I work for ($70B revenue) just dropped Snowflake for GCP. As a non-technical user I liked Snowflakes UI but we switched to save money according to our Data Engineering Team (plus a few other reasons)"  
[X Link](https://x.com/invest091/status/1763041695606944058)  2024-02-29T03:21Z [---] followers, [----] engagements


"@Brian_Stoffel_ @TechFundies I am curious though why set the bar so low Is it because hes an inexperienced CEO I mean if hes as great they are saying shouldnt the bar be a little higher Just thinking out loud"  
[X Link](https://x.com/invest091/status/1763062711427166515)  2024-02-29T04:44Z [---] followers, [---] engagements


"@NoHypeInvesting @TechFundies @CVCResearch It is Will take [--] months. Sounds like the big thing is collapsing EDIS (Enterprise Data Integration Services) & EDM into a unified data platform. EDIS uses IBM business solutions to integrate various inputs while EDM was using $SNOW. Snowflake date share is still being used"  
[X Link](https://x.com/invest091/status/1763353841402364408)  2024-03-01T00:01Z [---] followers, [---] engagements


"@DRGinvests @stonkmetal Also curious on $ULTA. I dont own them but they seem like they would be a long-term play. My gf is in beauty and its a great industry to be in ha"  
[X Link](https://x.com/invest091/status/1763579861690626214)  2024-03-01T14:59Z [---] followers, [--] engagements


"$AVES having one of its best days in awhile Lets go Emerging Market Value"  
[X Link](https://x.com/invest091/status/1763595813513793797)  2024-03-01T16:03Z [----] followers, [---] engagements


"@T36462509 @sv_techie Funny thing is $SNOW has a beta of [----] according to my stock app (think its yahoo finance source)"  
[X Link](https://x.com/invest091/status/1765039679743950852)  2024-03-05T15:40Z [---] followers, [---] engagements


"Anyone analyze $IDXX Seems like a very interesting business (make both products and services with a high % of recurring revenue) in an industry (pets) experiencing secular growth tailwinds"  
[X Link](https://x.com/invest091/status/1766128428984721799)  2024-03-08T15:46Z [---] followers, [---] engagements


"@jiggycapital What do you think of $IDXX Seem like a quality growth company with maybe just a little high of a valuation"  
[X Link](https://x.com/invest091/status/1766128860125671603)  2024-03-08T15:48Z [---] followers, [---] engagements


"@Quality_stocksA Whats your cost basis on $NVO Just started researching these guys and they seem like a high quality growth company but wondering if I missed the boat with an entry price"  
[X Link](https://x.com/invest091/status/1766540723657318579)  2024-03-09T19:05Z [---] followers, [---] engagements


"@TimVDPJE @long_equity Did Fortinet acquire them I mustve totally missed this"  
[X Link](https://x.com/invest091/status/1766593390978711885)  2024-03-09T22:34Z [---] followers, [--] engagements


"@Suicide95518428 Fantastic work $COP is the only energy company that I currently own in my individual stock portfolio. Love that you also shared the methodology. Curious why LT debt was not included Great work again"  
[X Link](https://x.com/invest091/status/1766720311192658008)  2024-03-10T06:58Z [---] followers, [--] engagements


"@ZaStocks Exactly why I started my teaser position"  
[X Link](https://x.com/invest091/status/1767286334564237631)  2024-03-11T20:27Z [---] followers, [---] engagements


"@long_equity Probably Fortinet and Applied Materials. $EXPD looks interesting although would need to understand why revenue declined 45% YOY in fiscal 23"  
[X Link](https://x.com/invest091/status/1767543529084190913)  2024-03-12T13:29Z [---] followers, [---] engagements


"@ZaStocks @VandelaySwings @WealthyReadings Plus the Paris Olympic Games are coming up Maybe Ill sell in the future but seems like a worthy wait and see candidate"  
[X Link](https://x.com/invest091/status/1767554247636451738)  2024-03-12T14:12Z [---] followers, [--] engagements


"@Quality_stocksA Want to jump into $IDXX so bad but every valuation metric I look at points to overvalued. Quality growth company"  
[X Link](https://x.com/invest091/status/1767956231506026684)  2024-03-13T16:49Z [---] followers, [---] engagements


"@DimitryNakhla @BourbonFps Ive got this one on my research list Have you all looked into $IDXX Not sure if theyre competitors but both seem intriguing in this pet space"  
[X Link](https://x.com/invest091/status/1768532178533777554)  2024-03-15T06:58Z [---] followers, [--] engagements


"@otiscap @RiggedCapital @marc_slans Would it be appropriate to compare them to $IDXX at all or not really since the latter is more diagnostics I am looking to get back into the pet space after my $ROVR got acquired lol"  
[X Link](https://x.com/invest091/status/1768536530082279716)  2024-03-15T07:15Z [----] followers, [---] engagements


"@TikerlyCharts Curious what stage you have $IDXX in"  
[X Link](https://x.com/invest091/status/1768536849134604592)  2024-03-15T07:16Z [---] followers, [--] engagements


"@OestaOne @IFB_podcast Well on point #2 thats why I use SBC Adjusted FCF Margin (FCF - SBC / Revenue). On point #1 the thought is that you want CapEx to be ramping up as revenue/FCF ramp up but just not to be a big % of either"  
[X Link](https://x.com/invest091/status/1768860345081458860)  2024-03-16T04:42Z [---] followers, [--] engagements


"Playing around with Sankey Diagrams tonight. $CRM Q4 '24 Income Statement. Source: Anyone else use other websites for their visualizations http://sankeyart.com http://sankeyart.com"  
[X Link](https://x.com/invest091/status/1768890057799475250)  2024-03-16T06:40Z [---] followers, [--] engagements


"@TikerlyCharts Great stuff Thanks for sharing"  
[X Link](https://x.com/invest091/status/1768894427853148309)  2024-03-16T06:57Z [---] followers, [--] engagements


"@TikerlyCharts Looking closer I am curious how $IDXX is still in stage [--]. Wouldn't $IDXX be at/near stage [--] It's price has already passed through its STMA and it appears headed down to its LTMA"  
[X Link](https://x.com/invest091/status/1769046213658296635)  2024-03-16T17:00Z [---] followers, [---] engagements


"@TikerlyCharts Absolutely Hopefully you will expand to int'l stocks in the future since $NVO has been on my radar too haha keep up the great work"  
[X Link](https://x.com/invest091/status/1769063258521264486)  2024-03-16T18:08Z [---] followers, [--] engagements


"If you could add only one pet focused healthcare play to your portfolio between $IDXX and $ZTS which do you choose and why"  
[X Link](https://x.com/invest091/status/1769112004961488967)  2024-03-16T21:22Z [---] followers, [---] engagements


"@Quality_stocksA Youd think Consumer Discretionary may improve if interest rates drop"  
[X Link](https://x.com/invest091/status/1769133234275971438)  2024-03-16T22:46Z [---] followers, [---] engagements


"@DoktorandInvest @InvestInAssets For me I run each new company through a checklist that results in a Quality Score. If that score is in the top quartile benchmark or close to it Ill usually then do a deeper dive on the company (read the 10-K etc.). My database is up to [---] stocks now"  
[X Link](https://x.com/invest091/status/1770341325168111796)  2024-03-20T06:47Z [---] followers, [--] engagements


"@rushhhhs @themattharbaugh Second $IDXX and $ZTS. Will also throw in $NVO"  
[X Link](https://x.com/invest091/status/1770493035974885884)  2024-03-20T16:50Z [---] followers, [---] engagements


"@45thCap @KcrCap What is your data source for this Love the graph just curious if this is from investor presentations or third party"  
[X Link](https://x.com/invest091/status/1771051073337278607)  2024-03-22T05:47Z [---] followers, [--] engagements


"@RuffinFinance Solid plan. I know you dont do individual stocks but its my favorite part of investing Doesnt hurt to add a little spice to your life and makes me more motivated than ETFs to keep investing. Just have to do it responsibly"  
[X Link](https://x.com/invest091/status/1771155439733903389)  2024-03-22T12:42Z [---] followers, [--] engagements


"@long_equity @Nathaniel8Frank On $NVO I wish they would have more details in their annual report around their recurring revenue %. I couldnt find anything"  
[X Link](https://x.com/invest091/status/1771881025318400409)  2024-03-24T12:45Z [---] followers, [--] engagements


"@long_equity #2 is why I didnt invest in $HSY despite them scoring well on my checklist. Dont want companies that pay out 50%+ of EPS/FCG in dividends"  
[X Link](https://x.com/invest091/status/1772070383614583156)  2024-03-25T01:17Z [---] followers, [---] engagements


"@long_equity Now thats what I call a screen Lol"  
[X Link](https://x.com/invest091/status/1772986917560168908)  2024-03-27T13:59Z [---] followers, [---] engagements


"@long_equity @chitchatstocks looking forward to listening to your newest show on homebuilders. $NVR looks intriguing"  
[X Link](https://x.com/invest091/status/1772988670099746931)  2024-03-27T14:06Z [---] followers, [--] engagements


"@RuffinFinance Agreed Even individual stocks can help with low correlations. $LMT has a low correlation to the market while also beating it from a return standpoint since inception"  
[X Link](https://x.com/invest091/status/1773352895724855469)  2024-03-28T14:14Z [---] followers, [--] engagements


"Has anyone researched $VRSK They seem like a high quality company (and I like that 80% of revenue is subscription) but perhaps a bit overvalued (source: Just bounced off the [---] day EMA on the 1YR price chart. http://investorsgrow.com http://investorsgrow.com"  
[X Link](https://x.com/invest091/status/1773810260639400311)  2024-03-29T20:31Z [---] followers, [---] engagements


"@TikerlyCharts Love it Just tweeted about $VRSK"  
[X Link](https://x.com/invest091/status/1773810798336594301)  2024-03-29T20:33Z [---] followers, [--] engagements


"@ftorre104 Like yours a lot too What source do you use for NTM Revenue Growth I am thinking about adding that to mine"  
[X Link](https://x.com/invest091/status/1774514230022287439)  2024-03-31T19:08Z [---] followers, [--] engagements


"@ftorre104 @KoyfinCharts Nice It looks free too or at least that feature. I will have to see how this compares to the Stock Analysis Forecast page that I just found (e.g. https://stockanalysis.com/stocks/snow/forecast/ https://stockanalysis.com/stocks/snow/forecast/"  
[X Link](https://x.com/invest091/status/1774534562280001922)  2024-03-31T20:29Z [---] followers, [--] engagements


"$DKS 5YR FCF growth forecast is looking pretty nice"  
[X Link](https://x.com/invest091/status/1774663020318425396)  2024-04-01T05:00Z [---] followers, [---] engagements


"I was researching $MKTX and heard on here that $TW is stealing market share. I hadn't heard of $TW before and decided to look them up. First thing I noticed was how low their ROIC is vs $MKTX (both on and GuruFocus). Anyone know the "why" behind this http://StockAnalysis.com http://StockAnalysis.com"  
[X Link](https://x.com/invest091/status/1774676064398409756)  2024-04-01T05:52Z [---] followers, [---] engagements


"$MEDP has a wide variance on its Altman Z Score according to @GurufocusC. I don't believe they would qualify as "manufacturing" so it seems like we should use the [----] score. Retained earnings have been negative for [--] years despite not paying a dividend"  
[X Link](https://x.com/invest091/status/1775901188426510704)  2024-04-04T15:00Z [---] followers, [---] engagements


"@Quality_stocksA $MKTX scored well on my checklist I want to explore the competitive relationship with $TW more and how they can restart revenue growth but seem to be in an industry with tailwinds"  
[X Link](https://x.com/invest091/status/1775964004705574977)  2024-04-04T19:09Z [---] followers, [---] engagements


"@InvestorCompass Of course Would you generally recommend the one stage or two stage The limitation of the one stage not meeting/exceeding the discount rate seems to make me want to use the two stage but then estimating a terminal growth rate or P/FCF can be challenging"  
[X Link](https://x.com/invest091/status/1776055633164607952)  2024-04-05T01:13Z [---] followers, [--] engagements


"@MMMTwealth Probably $NVO"  
[X Link](https://x.com/invest091/status/1776970976514965724)  2024-04-07T13:51Z [---] followers, [--] engagements


"@choffstein For a riskier investor (i.e. me in my 30s) why not 70/80% stocks 0% bonds and 30/20% managed futures Thats what Im doing in my accumulation stage right now. Maybe Ill go back to bonds in the future. I could even bump up managed futures more"  
[X Link](https://x.com/invest091/status/1777326664101584963)  2024-04-08T13:24Z [---] followers, [--] engagements


"@stonkmetal @SeekingAlpha Yes and no. Altman Z Score is only for manufacturing but thats why the Altman Z2 Score was created (for non-manufacturing). I went down that rabbit hole awhile back need to find the research that was done for creating the Altman Z2 Score but both are published on @gurufocus"  
[X Link](https://x.com/invest091/status/1777327802213351727)  2024-04-08T13:29Z [---] followers, [--] engagements


"@stonkmetal @SeekingAlpha @gurufocus Agreed. What Im trying to figure out with $MEDP (need to now read their 10-K) is why retained earnings are negative [--] years in a row (and [--] of last [--] years) without paying a dividend and while having positive Net Income"  
[X Link](https://x.com/invest091/status/1777335801363546274)  2024-04-08T14:00Z [---] followers, [---] engagements


"@CompTortoise $IDXX. Been on a price downtrend lately but high quality business"  
[X Link](https://x.com/invest091/status/1777555196199194635)  2024-04-09T04:32Z [---] followers, [---] engagements


"@marshal_fanatic @shegone03 @notgaetti @BobFile @twuench @billdubs @SliderDominate @45PedroMartinez @RVGDag @TheKineticArm @KMcGovernPT @GreggOlson30 @Plesac19 @GlendonRusch @SalMarinello @robdibble49 @VictorRojas @AlLeiter22 Sounds like me after Varsity baseball but had a slurve instead of slider. They wanted me to go to JUCO so I quit. Maybe the wrong decision but I didnt think I had a chance topping out at [--]. Later interned for a few MLB Teams and realized I shouldve kept at it longer"  
[X Link](https://x.com/invest091/status/1778649545444102150)  2024-04-12T05:01Z [---] followers, [--] engagements


"Pretty much 100% agree. I also like consumer discretionary occasionally (like $MELI) and you can find some well run industrials too ( $ATKR $UFPI). My favourite sectors to invest in: semiconductors software as a service payments credit rating / scores financial data healthcare My favourite sectors to invest in: semiconductors software as a service payments credit rating / scores financial data healthcare"  
[X Link](https://x.com/invest091/status/1778967564443640129)  2024-04-13T02:04Z [---] followers, [---] engagements


"$CHWY did not score that well and I still need to analyze $MRK"  
[X Link](https://x.com/invest091/status/1779172385591333354)  2024-04-13T15:38Z [---] followers, [--] engagements


"@RangersInsiders This season reminds me of [----] for the Dallas Mavericks. After winning it all ownership decided they had no real desire to run it back and go for a repeat. Bally Sports issues or not the team they have to start the season isn't good enough"  
[X Link](https://x.com/invest091/status/1779277441384772048)  2024-04-13T22:36Z [---] followers, [---] engagements


"@TreyHenninger @philoinvestor @ValueStockGeek I know its valuation is higher than you want to pay but this post made me think of $HESAY. Not in a lot of ETFs since the family controls 50% of the company but a high quality business that should not be overlooked"  
[X Link](https://x.com/invest091/status/1779395547277009144)  2024-04-14T06:25Z [---] followers, [---] engagements


"@GreenMossINV It would be interesting to see $ABNB added to this one"  
[X Link](https://x.com/invest091/status/1779516233584672855)  2024-04-14T14:25Z [---] followers, [--] engagements


"@ValuetionCH Nice Stankey diagram Did you do one for their income statement"  
[X Link](https://x.com/invest091/status/1779517742649114917)  2024-04-14T14:31Z [---] followers, [--] engagements


"@Quality_stocksA Seems like Hermes ( $RMS or $HESAY) and Ferrari ( $RACE) are the ultimate luxury stocks. They set their own demand. I love Hermes' gross margins almost tech-like"  
[X Link](https://x.com/invest091/status/1780032554256805902)  2024-04-16T00:36Z [---] followers, [---] engagements


"@Quality_stocksA I was trying to figure out why they have negative retained earnings the last two years despite having positive net income and not paying a dividend"  
[X Link](https://x.com/invest091/status/1780222247296536602)  2024-04-16T13:10Z [---] followers, [---] engagements


"@Stock_Opine Looking forward to reading There seems to be some debate on here around $ADSK market share and just how much it is used in industry"  
[X Link](https://x.com/invest091/status/1780973738055643247)  2024-04-18T14:56Z [---] followers, [---] engagements


"@Quality_stocksA Great stuff Would love to get your thoughts on $ADSK at some point"  
[X Link](https://x.com/invest091/status/1780992732846268510)  2024-04-18T16:12Z [---] followers, [---] engagements


"$NVO investors - what are some of your top KPIs for tracking this company So many different segments to choose from could also look at geography. One other area of potential improvement I'm looking at is Days Says Outstanding. New to this one so lots to learn"  
[X Link](https://x.com/invest091/status/1781111747191140786)  2024-04-19T00:05Z [---] followers, [---] engagements


"@IFB_podcast European companies like $HESAY often do this well"  
[X Link](https://x.com/invest091/status/1781575158446047492)  2024-04-20T06:46Z [---] followers, [--] engagements


"Surprised theres not one mention of $NVO a major player in diabetes and obesity. To review -- here are my top biotech picks for rest of this decade 👇 [--]. $BEAM [--]. $NTLA [--]. $DNA [--]. $RXRX [--]. $VKTX [--]. $PRME [--]. $SANA [--]. $VRVE To review -- here are my top biotech picks for rest of this decade 👇 [--]. $BEAM [--]. $NTLA [--]. $DNA [--]. $RXRX [--]. $VKTX [--]. $PRME [--]. $SANA [--]. $VRVE"  
[X Link](https://x.com/invest091/status/1782276087000813604)  2024-04-22T05:11Z [---] followers, [---] engagements


"Great summary of $MSCI and possible reasons for market overreaction. Really nice to see them breakdown retention rates by # of products Takeaway Relatively Inline Results and Re-Affirmed '24 Outlook but Market Spooked by Q1 Cancellations and New Sales Trends $MSCI reported relatively in-line Q1 results with rev./EPS of $680M/$3.52 vs. the Street at $683M/$3.45. Q1 results were negatively impacted by elevated https://t.co/BbKy4harmK Takeaway Relatively Inline Results and Re-Affirmed '24 Outlook but Market Spooked by Q1 Cancellations and New Sales Trends $MSCI reported relatively in-line Q1"  
[X Link](https://x.com/invest091/status/1782845368117633453)  2024-04-23T18:53Z [---] followers, [---] engagements


"@InvestorCompass @dividendology @DividendRoots @nataninvesting @Quality_stocksA @patientinvestt @DividendMil @Stock_Opine Great read Im also long $MA maybe you can do a similar recap when they report"  
[X Link](https://x.com/invest091/status/1783179495828250937)  2024-04-24T17:01Z [---] followers, [---] engagements


"Totally agree. $FTV scored well on my initial research checklist and now I plan to read through their latest 10-K to learn more about the business. Seems like they are also approaching fair value too (source: http://investorsgrow.com It's pretty epic how strong the report was for $FTV but it's down b/c their guide is lower than consensus. Rev +4% Net Inc +19% These short-term overreactions may create opportunities if they get extended. I'll pause and see where it all falls out. I would say their https://t.co/h4xe94ah2v http://investorsgrow.com It's pretty epic how strong the report was for"  
[X Link](https://x.com/invest091/status/1783182153049911496)  2024-04-24T17:12Z [---] followers, [---] engagements


"$COLM Q1 '24 Earnings Report: -Net revenue of $770M (-6% YOY) -EBIT of $44.7M (-21% YOY) -Diluted EPS of $0.71 (-4% YOY) -Inventories of $607.4M (-37% YOY) FY '24 Oulook: -Net revenue unchanged -EBIT adjusted up -Diluted EPS adjusted up Stock up 3-4% after hours"  
[X Link](https://x.com/invest091/status/1783593619812954128)  2024-04-25T20:27Z [---] followers, [---] engagements

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