# ![@nataninvesting Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1348204901193691136.png) @nataninvesting Natan

Natan's portfolio has reached an all-time high, up 50% year-to-date, outperforming the S&P [---]. His top holdings include Pinduoduo ($PDD), Transmedics ($TMDX), and Alibaba ($BABA), with recent additions like Procept Bionics ($PRCT). He remains bullish on healthcare and Chinese stocks, citing opportunities in biotech, medtech, and e-commerce.

### Engagements: [-----] [#](/creator/twitter::1348204901193691136/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1348204901193691136/c:line/m:interactions.svg)

- [--] Week [-------] -86%
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- [--] Months [----------] +80%
- [--] Year [----------] +46%

### Mentions: [--] [#](/creator/twitter::1348204901193691136/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1348204901193691136/c:line/m:posts_active.svg)

- [--] Week [--] -15%
- [--] Month [---] -22%
- [--] Months [-----] +28%
- [--] Year [-----] -17%

### Followers: [------] [#](/creator/twitter::1348204901193691136/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1348204901193691136/c:line/m:followers.svg)

- [--] Week [------] -0.10%
- [--] Month [------] +1.10%
- [--] Months [------] +54%
- [--] Year [------] +118%

### CreatorRank: [-------] [#](/creator/twitter::1348204901193691136/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1348204901193691136/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  77.48% [technology brands](/list/technology-brands)  45.03% [finance](/list/finance)  33.77% [countries](/list/countries)  11.26% [automotive brands](/list/automotive-brands)  4.64% [travel destinations](/list/travel-destinations)  0.66%

**Social topic influence**
[$baba](/topic/$baba) #6, [baba](/topic/baba) #776, [$pypl](/topic/$pypl) #201, [$pdd](/topic/$pdd) #1, [meta](/topic/meta) #2510, [$meta](/topic/$meta) #45, [alibaba](/topic/alibaba) #76, [target](/topic/target) #2735, [stocks](/topic/stocks) #4286, [$hood](/topic/$hood) #79

**Top accounts mentioned or mentioned by**
[@evpr34895](/creator/undefined) [@fifteencagr](/creator/undefined) [@bencockmanx](/creator/undefined) [@vulcanmk5](/creator/undefined) [@wealthyreadings](/creator/undefined) [@fgeorgson](/creator/undefined) [@cruxhound](/creator/undefined) [@logicalthesis](/creator/undefined) [@baiming_](/creator/undefined) [@marketswithmay](/creator/undefined) [@colakoglua](/creator/undefined) [@criostasi](/creator/undefined) [@erikzamberg](/creator/undefined) [@adamadias](/creator/undefined) [@idovunderink](/creator/undefined) [@dirtygreenpaper](/creator/undefined) [@investy](/creator/undefined) [@jieselong](/creator/undefined) [@danrunner42](/creator/undefined) [@akinatorassets](/creator/undefined)

**Top assets mentioned**
[Alibaba Group (BABA)](/topic/$baba) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Metadium (META)](/topic/$meta) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [PROCEPT BioRobotics Corporation (PRCT)](/topic/$prct) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Moderna Inc (MRNA)](/topic/$mrna) [UnitedHealth Group (UNH)](/topic/$unh) [monday.com Ltd. (MNDY)](/topic/$mndy) [Bitcoin Gold (BTG)](/topic/$btg) [Edwards Lifesciences Corp (EW)](/topic/$ew) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Apple, Inc. (AAPL)](/topic/$aapl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/$tsla) [Starbucks Corporation (SBUX)](/topic/$sbux) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [RAI Finance (SOFI)](/topic/$sofi) [Asana, Inc. (ASAN)](/topic/$asan) [Oscar Health, Inc.  (OSCR)](/topic/$oscr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"🟠 ALIBABA $BABA [----] VS [----] ALIBABA IN [----] - Revenue: RMB 76B - Free cash flow: RMB 32B - Cash on hand: RMB 128B ALIBABA TODAY - Revenue: RMB 869B (12X) - Free cash flow: RMB 166B (5X) - Cash on hand: RMB 524B (4X) 12X revenue 5X FCF 4X Cash in [--] years but meanwhile stock is down 25% from [----] quotation. 💀 Am I trying to convince you that $BABA should be traded at $500 Absolutely not but more reasonable in a range between $120 and $180. Will one of the worst investment of the last decade be one of the best performer of the next [--] years Follow me: @nataninvesting $PDD $JD $NIO $TCEHY"  
[X Link](https://x.com/anyuser/status/1781726714990628903)  2024-04-20T16:48Z 39.5K followers, 107.5K engagements


"$BABA is down 11% from $90 to $80 during last [--] trading days. As I said when the stock passed from $80 to $90 last week has anything changed NO You can simply have the chance to buy a good business at more undervalued prices. My price target is still $146 ✅"  
[X Link](https://x.com/anyuser/status/1793714618634015117)  2024-05-23T18:44Z 39.5K followers, 67.7K engagements


"$BABA is reaching P/B of [--] very ridiculous for a tech company even if it's from China. Are you buying"  
[X Link](https://x.com/anyuser/status/1814748046774968819)  2024-07-20T19:43Z 39.5K followers, 138.7K engagements


"1. $MRNA is the most overlooked biotech in the world. Despite a 92% decline in stock value over the past [--] years there is potential for a big turnaround. My thesis in a few points 👇🧵"  
[X Link](https://x.com/anyuser/status/1859943689617068399)  2024-11-22T12:55Z 39.5K followers, 156.6K engagements


"MY TOP [--] STOCKS FOR 2025🧵 1) Alibaba $BABA The biggest ecommerce in the world with $1T GMV and the biggest cloud services provider in China. The company is trading at 9X Fwd PE not considering the huge cash pile. Natan fair value: $140 (+65%)"  
[X Link](https://x.com/anyuser/status/1875214921451151417)  2025-01-03T16:17Z 39.5K followers, 791.1K engagements


"David Tepper increased $BABA again Now it's 15% of his portfolio 🔥 He added $PDD $JD $BIDU $FXI $KWEB and reduced $META $AMZN RECAP: more less What do you think about this strategy"  
[X Link](https://x.com/anyuser/status/1888993205347082547)  2025-02-10T16:47Z 39.5K followers, 93.7K engagements


"China stocks are soaring again $BABA +5% $PDD +5% $JD +4% $BIDU +3% $NIO +2%"  
[X Link](https://x.com/anyuser/status/1897304341922652662)  2025-03-05T15:12Z 39.5K followers, 26.7K engagements


"$JD EARNINGS ARE OUT 🟢 Revenue up 16% 🟢 EPS up 49%"  
[X Link](https://x.com/anyuser/status/1922220594629640232)  2025-05-13T09:21Z 39.5K followers, 45.5K engagements


"1) $MRNA is down 94% from ATH and is trading near cash In this thread I'll tell you what's going on and why I own the stock🧵"  
[X Link](https://x.com/anyuser/status/1933865357930033435)  2025-06-14T12:33Z 39.5K followers, 190.7K engagements


"1) BIOTECH SECTOR HASN'T MOVED IN NEARLY A DECADE. In this thread I'll explain why I believe it's one of the most interesting contrarian ideas🧵 (+3 stocks I really like)"  
[X Link](https://x.com/anyuser/status/1938931942407159902)  2025-06-28T12:06Z 39.5K followers, 89K engagements


"I recently added a new position with 3X potential to my portfolio ✈ The stock down 80% from ATH and is trading below [----] IPO price at the same time revenue 4X Let me show you in this thread why Wizz could be a big opportunity🧵"  
[X Link](https://x.com/anyuser/status/1951617080693834095)  2025-08-02T12:12Z 39.5K followers, 135.8K engagements


"MY TOP [--] UNDERVALUED STOCKS🧵 1) Alibaba $BABA The biggest ecommerce in the world with $1T GMV and the leading cloud services provider in the accelerating China market at 14x Fwd PE. Natan's fair value: $162 (+32%)"  
[X Link](https://x.com/anyuser/status/1959224367893680128)  2025-08-23T12:01Z 39.5K followers, 530.1K engagements


"$BABA IS UP 9% PRE MARKET AND MORE THAN 100% YTD 🚀🧡 After years of patience Alibaba has for the first time surpassed the Fair Value of my model. I will decide what to do with my shares soon but having been proven right in the end is a great satisfaction. Congratulations to those who always believed and also to the many who told me to sell at $60-70. 😉 Repost if you're making money with $BABA 💰"  
[X Link](https://x.com/anyuser/status/1970743479731909073)  2025-09-24T06:53Z 39.5K followers, 51.6K engagements


"I trimmed 1/8 of my $HOOD position. We're approaching overvalued territory in my opinion"  
[X Link](https://x.com/anyuser/status/1972754187567198279)  2025-09-29T20:03Z 39.5K followers, 74.2K engagements


"$PYPL IS UP 10% IN JUST [--] DAYS AND STILL LOOKS RIDICULOUSLY UNDERVALUED. PRICE TARGET: $118 POTENTIAL UPSIDE: +57% ✅ ASSUMPTIONS: LTM Revenue: $32.292B 5Y Revenue CAGR: 7% [----] Profit Margin: 16% [----] PE Ratio: [--] Shares outstanding: 0.977B Shares reduction: 5%/year VALUATION: Q2 [----] $PYPL SHARE PRICE = [------] * (1.07)5 * [----] * [--] / [-----] * (0.95)5 = 173$ You can now choose the discount rate that you prefer for PayPal I want to use 10%. ACTUAL PRICE: $75 FAIR VALUE: $107 PRICE TARGET: $118 POTENTIAL UPSIDE: +57% EXPECTED RETURNS: 18.2%/year DIVIDEND YIELD: - - - - - - - - - - - - - - - -   "  
[X Link](https://x.com/anyuser/status/1975905368648634468)  2025-10-08T12:45Z 39.5K followers, 24.8K engagements


"Ten more days like this and my portfolio is officially going to zero 😅"  
[X Link](https://x.com/nataninvesting/status/2019501177289781543)  2026-02-05T19:59Z 39.5K followers, 18.4K engagements


"If you want to learn something useful about the healthcare sector do yourself a favor and study names like $REGN $EW and $ISRG and forget about $HIMS"  
[X Link](https://x.com/nataninvesting/status/2020249345262567804)  2026-02-07T21:32Z 39.5K followers, 14.6K engagements


"This is cheaper than $ASAN and it makes absolutely [--] sense 20% growth vs 9% growth and far better margins too"  
[X Link](https://x.com/nataninvesting/status/2020989648663724509)  2026-02-09T22:34Z 39.5K followers, [----] engagements


"🟠 ALIBABA $BABA STOCK IS REALLY UNDERVALUED FOR THE NEXT [--] REASONS: 1) Revenue is growing in the range of 6-10% with a bad Chinese macro environment (during the first months of [----] it's improving). 2) The business is incredibly diversified as you can see in the pictures the risk is lower compared to competitors like $JD and $PDD. 3) Company is expanding his business internationally very fast in fact Alibaba International (Aliexpress Alibaba. com and Lazada) and Cainiao Logistics are growing crazy during last quarters. 4) Company is trading at [---] Fwd PE it's a lower multiple even compared"  
[X Link](https://x.com/anyuser/status/1776652343292940726)  2024-04-06T16:45Z 39.5K followers, 313.6K engagements


""China loosens monetary policy stance for first time in [--] years" Stocks are flying in pre market ✈ $BABA $PDD $JD $BIDU $NIO $HSI"  
[X Link](https://x.com/nataninvesting/status/1866090412383051930)  2024-12-09T11:59Z 39.5K followers, 47.9K engagements


"$UNH earnings are out - Revenue +12% - Raised EPS guidance from $16.00 to $16.25 Stock is up 4% in pre market 🟢"  
[X Link](https://x.com/anyuser/status/1983111654217769282)  2025-10-28T10:00Z 39.5K followers, 88K engagements


"I sold my entire $UNH position to fund other investments. So far I added to $META and $PYPL but I have a few more ideas I plan to build on in the coming weeks. I still believe in UnitedHealth but with a fully invested portfolio I see better opportunities elsewhere"  
[X Link](https://x.com/anyuser/status/1986065703393267891)  2025-11-05T13:38Z 39.5K followers, 84.6K engagements


"I bought more $MNDY & $PYPL I dont believe these companies will be disrupted in the short/medium term the numbers are strong and valuations are extremely low"  
[X Link](https://x.com/nataninvesting/status/2016972266307747982)  2026-01-29T20:30Z 39.5K followers, 29.2K engagements


"I'm adjusting my $PYPL price target from $125 to $101. It represents: - A 140% potential upside from current price of $42 - A potential 28% CAGR return over the next [--] years I'll post my updated valuation model tomorrow and no I'm not selling a single share"  
[X Link](https://x.com/nataninvesting/status/2018818104290423170)  2026-02-03T22:45Z 39.5K followers, 48.4K engagements


"Oooookay c'mon let's go below [--] $MNDY"  
[X Link](https://x.com/nataninvesting/status/2020988268502831416)  2026-02-09T22:28Z 39.5K followers, 10.3K engagements


"I believe $HOOD can deliver 20%+ CAGR returns over the next [--] years: PRICE TARGET: $148 -- $148 POTENTIAL UPSIDE: +85% ✅ ASSUMPTIONS: LTM Revenue: $4.473B 5Y Revenue CAGR: 22% -- 20% [----] Profit Margin: 52% [----] PE Ratio: [--] Shares outstanding: 0.908B Shares reduction: 0%/year VALUATION: Q4 [----] $HOOD SHARE PRICE = [-----] * (1.20)5 * [----] * [--] / [-----] * (1.00)5 = 223$ You can now choose the discount rate that you prefer for Robinhood I want to use a 11%. ACTUAL PRICE: $80 FAIR VALUE: $132 PRICE TARGET (1Y): $148 POTENTIAL UPSIDE: 85% EXPECTED RETURNS: 22.8%/year DIVIDEND YIELD: - - - - - - - -"  
[X Link](https://x.com/nataninvesting/status/2021354213780111505)  2026-02-10T22:42Z 39.5K followers, 10.4K engagements


"Natan YTD: +0.9% S&P500 YTD: +1.4% TOTAL RETURNS (Jan 2022) Natan's portfolio: +125.1% *Benchmark: +43.7% S&P500: +54.1% My positions: $TMDX $PDD $BABA $HOOD $PYPL $META $PRCT $REGN $WIZZ $MNDY $MRNA $BTG $EW $CRSP TRANSACTIONS: 🟢 New positions: $MNDY 🟢 Increased positions: $PYPL 🔴 Trimmed positions: $REGN $EW $MRNA $BABA ALLOCATION BY COUNTRY: US: 66% China: 24% Hungary: 5% Canada: 4% Switzerland: 1% Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - 70%  - 30%   **     . '   and all the     . https://twitter.com/i/web/status/2017590821713748306"  
[X Link](https://x.com/nataninvesting/status/2017590821713748306)  2026-01-31T13:28Z 39.5K followers, 20.5K engagements


"Terrible news but its hardly surprising that incompetent individuals end up making incompetent decisions. In any case I have no intention of selling my $MRNA shares"  
[X Link](https://x.com/nataninvesting/status/2021496396596027698)  2026-02-11T08:07Z 39.5K followers, 15.6K engagements


"$REGN is trading below $40B EV This means below 3x EV/Revenue I like risk reward so I'm in"  
[X Link](https://x.com/nataninvesting/status/1928447071440294348)  2025-05-30T13:43Z 39.5K followers, [----] engagements


"6) B2Gold $BTG One of the most successful gold miner priced at only 5X Fwd PE. Despite a strong +60% YTD B2 remains severely undervalued compared to peers and considering the many catalyst ahead. Natan's fair value: $6 (+51%)"  
[X Link](https://x.com/nataninvesting/status/1959224416836915574)  2025-08-23T12:01Z 39.5K followers, 39.5K engagements


"7) Procept BioRobotics $PRCT A growth company in robotic surgery that is gaining traction with Aquablation as a leading treatment for BPH. The stock has struggled recently and a [--] price-to-sales multiple doesn't reflect the growth potential. Natan's fair value: $57 (+39%)"  
[X Link](https://x.com/nataninvesting/status/1959224426068586865)  2025-08-23T12:01Z 39.5K followers, 38.9K engagements


"I believe healthcare is the most attractive sector to find opportunities in the current market environment. Do you have any interesting ideas in healthcare that are worth researching No $HIMS $OSCR $UNH pls 😂"  
[X Link](https://x.com/nataninvesting/status/1961070702112485776)  2025-08-28T14:17Z 39.5K followers, 60.9K engagements


"I absolutely need to short this thing. $HIMS I'll do it at $70"  
[X Link](https://x.com/nataninvesting/status/1978782242089390087)  2025-10-16T11:17Z 39.5K followers, 144.7K engagements


"5) Procept Biorobotics $PRCT A medtech gem down 2/3 from its highs. The new CEO is a major industry figure and Intuitive Surgicals founder recently bought shares. Its growing 45% a year and trades at 5x forward P/S just too cheap. Natan's fair value: $57 (+73%)"  
[X Link](https://x.com/nataninvesting/status/1979884760983023823)  2025-10-19T12:18Z 39.5K followers, 20.1K engagements


"Natan YTD: +50.6% S&P500 YTD: +14.4% TOTAL RETURNS (Jan 2022) Natan's portfolio: +50.9% *Benchmark: +16.9% S&P500: +29.0% MY POSITIONS: 19.8% Pinduoduo $PDD 16.2% Transmedics $TMDX 10.4% Robinhood $HOOD 9.6% Alibaba $BABA 8.6% Paypal $PYPL 7.4% Regeneron $REGN 7.2% Procept BioRobotics $PRCT 6.5% Meta Platforms $META 3.8% Wizz Air $WIZZ 3.5% B2gold $BTG 3.3% Moderna $MRNA 2.4% Edwards Lifesciences $EW 1.3% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - 60%  - 40%   **     . '   and all the     "  
[X Link](https://x.com/nataninvesting/status/1987146035903226196)  2025-11-08T13:11Z 39.5K followers, 22.2K engagements


"The market is down just 4% from the highs but it feels like a way bigger dump. A bunch of stocks are down 2030% and some have even crashed 50%+ from their recent peaks. What's your favorite opportunity right now"  
[X Link](https://x.com/nataninvesting/status/1990522465345548488)  2025-11-17T20:48Z 39.5K followers, 248.3K engagements


"Natan YTD: +55.6% S&P500 YTD: +16.7% TOTAL RETURNS (Jan 2022) Natan's portfolio: +134.8% *Benchmark: +46.0% S&P500: +51.9% My positions: $TMDX $PDD $HOOD $BABA $REGN $PYPL $PRCT $META $WIZZ $BTG $MRNA $EW $CRSP TRANSACTIONS: 🟢 New positions: - 🟢 Increased positions: $PRCT $META $PYPL 🔴 Sold positions: $UNH 🔴 Decreased positions: - ALLOCATION BY COUNTRY: US: 66% China: 25% Hungary: 4% Canada: 4% Switzerland: 1% Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - 60%  - 40%   **     . '   and all the     . https://twitter.com/i/web/status/1994764347206242811"  
[X Link](https://x.com/nataninvesting/status/1994764347206242811)  2025-11-29T13:44Z 39.5K followers, 42.9K engagements


"The valuation of $PDD has become outright ridiculous. I won't sell a single share"  
[X Link](https://x.com/nataninvesting/status/1999109087661875617)  2025-12-11T13:28Z 39.5K followers, 20.9K engagements


"@Criostasi My top [--] undervalued stocks: $PDD $PRCT $TMDX ( $PYPL too )"  
[X Link](https://x.com/nataninvesting/status/1999187044199768190)  2025-12-11T18:38Z 39.5K followers, [---] engagements


"Natan YTD: +51.1% S&P500 YTD: +16.1% TOTAL RETURNS (Jan 2022) Natan's portfolio: +128.0% *Benchmark: +45.7% S&P500: +49.8% MY POSITIONS: 17.1% Transmedics $TMDX 16.2% Pinduoduo $PDD 9.4% Robinhood $HOOD 9.1% Procept BioRobotics $PRCT 8.9% Alibaba $BABA 8.3% Regeneron $REGN 8.0% Paypal $PYPL 6.7% Meta Platforms $META 4.6% Wizz Air $WIZZ 4.1% B2gold $BTG 4.0% Moderna $MRNA 2.3% Edwards Lifesciences $EW 1.3% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - 60%  - 40%   **     . '   and all the     ."  
[X Link](https://x.com/nataninvesting/status/1999826924382609470)  2025-12-13T13:01Z 39.5K followers, 10.5K engagements


"Im entering [----] with 60% of my portfolio allocated to these [--] positions: $TMDX $PDD $HOOD $REGN $BABA What about you"  
[X Link](https://x.com/nataninvesting/status/2004177030922014749)  2025-12-25T13:06Z 39.5K followers, 16.6K engagements


"MY TOP [--] STOCKS FOR 2026🧵 1) Alibaba $BABA After a strong [----] I believe the positive momentum can continue supported by 30% cloud growth. The company remains cheap at 13x [----] earnings. My price target: $192 (+31%)"  
[X Link](https://x.com/nataninvesting/status/2006352694836158529)  2025-12-31T13:12Z 39.5K followers, 1.5M engagements


"2) Meta Platforms $META The global leader in digital advertising remains the most attractive big tech at 21x [----] P/E. The market is pessimistic about all the CapEx they are spending but I believe that in the long run its the right choice. My price target: $1025 (+54%)"  
[X Link](https://x.com/nataninvesting/status/2006352702004244790)  2025-12-31T13:12Z 39.5K followers, 111.1K engagements


"3) Procept Biorobotics $PRCT It is one of the most compelling growth companies in robotic surgery particularly in the BPH space. The company continues to grow at 30% and at 3.7x forward sales it has never been this cheap. My price target: $57 (+81%)"  
[X Link](https://x.com/nataninvesting/status/2006352709604323780)  2025-12-31T13:12Z 39.5K followers, 109.3K engagements


"4) Pinduoduo $PDD The Chinese e-commerce giant remains the cheapest growth company I know despite being the third-largest e-commerce platform globally. A 5x forward EV/FCF valuation is extremely far from what this group is truly worth. My price target: $202 (+77%)"  
[X Link](https://x.com/nataninvesting/status/2006352718332678245)  2025-12-31T13:12Z 39.5K followers, 107.4K engagements


"7) Wizz Air $WIZZ This is an ultra low-cost airline a leader in Eastern Europe. Lately it has struggled with various issues but I believe a turnaround is more than possible. It potentially trades at 1.5x [----] earnings based on my estimates. My price target: [----] (+72%)"  
[X Link](https://x.com/nataninvesting/status/2006352741854241236)  2025-12-31T13:12Z 39.5K followers, 90.6K engagements


"8) B2Gold $BTG This is a Canadian gold miner with mines in Canada Africa and Asia. The company has struggled with various issues but I believe it could be an excellent turnaround. At current gold prices it trades at 4x [----] P/E. My price target: $7 (+54%)"  
[X Link](https://x.com/nataninvesting/status/2006352750301655386)  2025-12-31T13:12Z 39.5K followers, 88.1K engagements


"@Cruxhound B2gold is a gold miner"  
[X Link](https://x.com/nataninvesting/status/2006690687173968136)  2026-01-01T11:35Z 39.5K followers, [---] engagements


"@erikzamberg Tencent has a better moat to be honest"  
[X Link](https://x.com/nataninvesting/status/2006692138356982093)  2026-01-01T11:41Z 39.5K followers, [---] engagements


"These are [--] positions in my portfolio that Id like to increase: $PRCT: a fast-growing robotic surgery company almost forgotten by the market very undervalued. $PYPL: the business is accelerating and the valuation keeps compressing: low risk high reward. $META: I think Mark is doing the right thing with AI spending the market as usual is focused on the short term: good time to take advantage. $PDD: extremely cheap extremely high quality business generating $15B+ FCF there are some China risks but returns could be very high. $WIZZ: the riskiest but potentially most explosive investment the"  
[X Link](https://x.com/nataninvesting/status/2007814773690302879)  2026-01-04T14:02Z 39.5K followers, 34.4K engagements


"$MRNA filed for Flu mRNA vaccine approval after strong P3 results that show superiority efficacy profile. Current market is around $7B it won't be easy to sell an mRNA flu vaccine for but I think it could be a $1B opportunity. Other companies like $BNTX $GSK and $SNY are developing an mRNA flu vaccine too. https://twitter.com/i/web/status/2008186043783119204 https://twitter.com/i/web/status/2008186043783119204"  
[X Link](https://x.com/nataninvesting/status/2008186043783119204)  2026-01-05T14:37Z 39.5K followers, [----] engagements


"Natan YTD: +5.0% S&P500 YTD: +1.8% TOTAL RETURNS (Jan 2022) Natan's portfolio: +134.4% *Benchmark: +45.1% S&P500: +54.7% MY POSITIONS: 17.6% Transmedics $TMDX 16.4% Pinduoduo $PDD 8.6% Robinhood $HOOD 8.4% Regeneron $REGN 8.2% Alibaba $BABA 7.8% Procept BioRobotics $PRCT 7.0% Paypal $PYPL 6.4% Meta Platforms $META 4.8% Wizz Air $WIZZ 4.4% Moderna $MRNA 3.9% B2gold $BTG 3.1% Monday $MNDY 2.2% Edwards Lifesciences $EW 1.2% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - 60%  - 40%   **     . '   and all the     ."  
[X Link](https://x.com/nataninvesting/status/2010017877768749204)  2026-01-10T15:56Z 39.5K followers, 13.8K engagements


"$BABA is up more than 5% today in HK session but I think there could be three key catalysts for 2026: Cloud growth accelerating above 30% Easing of the price war in instant commerce HSD revenue growth in China commerce (Taobao and Tmall customer management)"  
[X Link](https://x.com/nataninvesting/status/2010628343029510442)  2026-01-12T08:22Z 39.5K followers, 20.6K engagements


"If $PYPL keeps getting cheaper Ill be forced to revise my valuation model upward 🤔"  
[X Link](https://x.com/nataninvesting/status/2011215633732751751)  2026-01-13T23:15Z 39.5K followers, 34.4K engagements


"Based on my valuation models each of the following stocks has the potential to deliver a 1520% CAGR over the next five years: $META $PDD $TMDX $HOOD $PRCT $PYPL $MNDY What would you add"  
[X Link](https://x.com/nataninvesting/status/2011783260959805725)  2026-01-15T12:51Z 39.5K followers, 16.7K engagements


"@BenCockmanX Yeah B2gold is extremely cheap too kinda ridiculous"  
[X Link](https://x.com/nataninvesting/status/2011882769807466837)  2026-01-15T19:26Z 39.5K followers, [---] engagements


"I bought more $MNDY Too cheap to ignore I really like the risk/reward from here"  
[X Link](https://x.com/nataninvesting/status/2012252515388031123)  2026-01-16T19:56Z 39.5K followers, 11.8K engagements


"Im considering rotating part of my position from $BABA into $PDD but I might wait a bit longer I havent made a final decision yet"  
[X Link](https://x.com/nataninvesting/status/2014444681552142493)  2026-01-22T21:06Z 39.5K followers, 15.3K engagements


"Natan YTD: +4.0% S&P500 YTD: +1.0% TOTAL RETURNS (Jan 2022) Natan's portfolio: +132.1% *Benchmark: +44.2% S&P500: +53.5% MY POSITIONS: 17.3% Transmedics $TMDX 14.6% Pinduoduo $PDD 9.4% Alibaba $BABA 8.0% Robinhood $HOOD 8.0% Regeneron $REGN 7.4% Procept BioRobotics $PRCT 7.0% Paypal $PYPL 6.5% Meta Platforms $META 5.2% Moderna $MRNA 5.0% Wizz Air $WIZZ 4.5% B2gold $BTG 4.1% Monday $MNDY 1.8% Edwards Lifesciences $EW 1.2% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - 70%  - 30%   **     . '   and all the     ."  
[X Link](https://x.com/nataninvesting/status/2015071018855833946)  2026-01-24T14:35Z 39.5K followers, 12.7K engagements


"These four companies (30% of my portfolio) are trading at single-digit earnings/FCF multiples while still delivering double-digit EPS growth: $PDD $PYPL $WIZZ $BTG The reason is simple: all four are currently disliked by the market each for different reasons. In my view this creates a compelling opportunity because over the long term what really matters are the fundamentals and not the prevailing narrative. https://twitter.com/i/web/status/2015446586789417035 https://twitter.com/i/web/status/2015446586789417035"  
[X Link](https://x.com/nataninvesting/status/2015446586789417035)  2026-01-25T15:28Z 39.5K followers, 12.8K engagements


"$META Q4 earnings are out - Revenue up 24% y/y - EPS up 11% y/y - costs up 40% y/y"  
[X Link](https://x.com/nataninvesting/status/2016620851316015123)  2026-01-28T21:14Z 39.5K followers, [----] engagements


"Sure keep calling $META the AI loser meanwhile Q1 [----] revenue guidance is +30% y/y. Yeah loser 😂"  
[X Link](https://x.com/nataninvesting/status/2016630971118825600)  2026-01-28T21:54Z 39.5K followers, 47.8K engagements


"$META REMAINS THE CHEAPEST BIG TECH PRICE TARGET: $1025 -- $1110 POTENTIAL UPSIDE: +54% ✅ "Considering the 30% growth guidance for Q1 [----] its clear that Metas investments are paying off and will continue to do so" ASSUMPTIONS: LTM Revenue: $200.966B 5Y Revenue CAGR: 13% -- 14% [----] Profit Margin: 39% -- 38% [----] PE Ratio: [--] Shares outstanding: 2.565B Shares reduction: 1%/year VALUATION: Q4 [----] $META Share Price = [-------] * (1.14)5 * [----] * [--] / [-----] * (0.99)5 = 1628$ You can now choose the discount rate that you prefer for Meta I want to use 10%. ACTUAL PRICE: $720 FAIR VALUE: $1011 1Y"  
[X Link](https://x.com/nataninvesting/status/2016882407291359515)  2026-01-29T14:33Z 39.5K followers, [----] engagements


"Great day for my portfolio 😅"  
[X Link](https://x.com/nataninvesting/status/2017345975929467035)  2026-01-30T21:15Z 39.5K followers, 11.7K engagements


"@LogicalThesis The only companies with 80% gross margin is basically Edwards all the others players sit around 60-65% that's extremely good for Procept considering the current scale"  
[X Link](https://x.com/nataninvesting/status/2017531271182733735)  2026-01-31T09:31Z 39.5K followers, [---] engagements


"@BenCockmanX I did it in last [--] days I trimmed 4% of $BABA and 20% of $REGN to but $MNDY and $PYPL not a relevant move"  
[X Link](https://x.com/nataninvesting/status/2017592788351696975)  2026-01-31T13:36Z 39.5K followers, [---] engagements


"MY 1Y PRICE TARGETS FOR ALL THE COMPANIES OF MY PORTFOLIO You can find majority of the valuation models on my profile $TMDX $216 (+61%) $PDD $202 (+100%) $BABA $192 (+13%) $HOOD $148 (+49%) $PYPL $125 (+137%) $META $1110 (+55%) $PRCT $57 (+97%) $REGN $980 (+34%) $WIZZ [----] (+59%) $MNDY $230 (+100%) $MRNA $55 (+25%) $BTG $7.50 (+53%) $EW $109 (+35%) $CRSP $75 (+50%) My thoughts: The average upside is around 62% versus an S&P [---] from which we can reasonably expect a 515% return over a year. This means I only need to be right in a portion of cases to generate strong alpha especially considering"  
[X Link](https://x.com/nataninvesting/status/2017957845019304322)  2026-02-01T13:46Z 39.5K followers, 24K engagements


"@EVPR34895 That's not what I'm looking for so I'm happy to sell more $BABA to buy more $PDD"  
[X Link](https://x.com/nataninvesting/status/2018030421393469894)  2026-02-01T18:35Z 39.5K followers, [---] engagements


"I havent listened to $PYPL earnings call yet Ive only skimmed through what happened but I already have a couple of observations. Im perfectly fine with people making fun of me because the stock is down 20% (They probably have nothing better to do). Thats simply part of contrarian investing: you cant expect to be right 100% of the time on every idea. That said let me be very clear about one thing: it doesnt even cross my mind to sell my position at a 15% FCF yield with a similar level of buybacks expected in [----]. https://twitter.com/i/web/status/2018761512874131891"  
[X Link](https://x.com/nataninvesting/status/2018761512874131891)  2026-02-03T19:00Z 39.5K followers, 82.1K engagements


"@fifteenCAGR Any good idea"  
[X Link](https://x.com/nataninvesting/status/2018770212879839335)  2026-02-03T19:35Z 39.5K followers, [----] engagements


"@fifteenCAGR It's a risk/reward game"  
[X Link](https://x.com/nataninvesting/status/2018771781083930732)  2026-02-03T19:41Z 39.5K followers, [----] engagements


"It seems a big disaster but at the end I'm only down 2% YTD after being up 48% in [----] 😅"  
[X Link](https://x.com/nataninvesting/status/2018795660796174682)  2026-02-03T21:16Z 39.5K followers, 11.1K engagements


"@EVPR34895 Are you sarcastic"  
[X Link](https://x.com/nataninvesting/status/2018814365676531985)  2026-02-03T22:30Z 39.5K followers, [---] engagements


"@Adam_a_Dias I'm accumulating on $MNDY but I'm not considering to sell PayPal to buy more in case I'll cut other positions"  
[X Link](https://x.com/nataninvesting/status/2018957047396491623)  2026-02-04T07:57Z 39.5K followers, [---] engagements


"$PYPL: DISASTER OR OPPORTUNITY PRICE TARGET: $125 -- $101 POTENTIAL UPSIDE: +152% ✅ "Despite everything that has happened in my view PayPals FCF remains sustainable and the risk/reward profile is very attractive. That said much will depend on execution." ASSUMPTIONS: LTM Revenue: $33.172B 5Y Revenue CAGR: 7.5% -- 4% [----] Profit Margin: 16% [----] PE Ratio: [--] -- [--] Shares outstanding: 0.939B Shares reduction: 5% -- 7%/year VALUATION: Q4 [----] $PYPL SHARE PRICE = [------] * (1.04)5 * [----] * [--] / [-----] * (0.93)5 = 148$ You can now choose the discount rate that you prefer for PayPal I want to use a"  
[X Link](https://x.com/nataninvesting/status/2019115215237906821)  2026-02-04T18:25Z 39.5K followers, 22.4K engagements


"@IdoVunderink I'm holding but I'm considering to buy more"  
[X Link](https://x.com/nataninvesting/status/2019146626619863231)  2026-02-04T20:30Z 39.5K followers, [---] engagements


"@dirtygreenpaper 🫶🏻"  
[X Link](https://x.com/nataninvesting/status/2019309859968102898)  2026-02-05T07:19Z 39.5K followers, [---] engagements


"This is the reason why Ive never invested in $HIMS: it poses a threat to the entire R&D framework on which the pharmaceutical industry is built in addition to the risks associated with drugs that have not been rigorously tested. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify"  
[X Link](https://x.com/nataninvesting/status/2019558964300771441)  2026-02-05T23:49Z 39.5K followers, 21.7K engagements


"Natan YTD: -3.2% S&P500 YTD: +1.3% TOTAL RETURNS (Jan 2022) Natan's portfolio: +116.1% *Benchmark: +40.1% S&P500: +54.0% MY POSITIONS: 18.6% Transmedics $TMDX 15.5% Pinduoduo $PDD 9.2% Alibaba $BABA 7.4% Procept BioRobotics $PRCT 7.2% Regeneron $REGN 7.0% Meta Platforms $META 6.7% Robinhood $HOOD 6.0% Paypal $PYPL 5.6% Wizz Air $WIZZ 4.7% Moderna $MRNA 4.7% B2gold $BTG 4.5% Monday $MNDY 1.8% Edwards Lifesciences $EW 1.1% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - 70%  - 30%   **     . '   and all the     ."  
[X Link](https://x.com/nataninvesting/status/2020120512521728009)  2026-02-07T13:00Z 39.5K followers, 12.8K engagements


"@VulcanMK5 I'd like to increase $META $HOOD and $MNDY"  
[X Link](https://x.com/nataninvesting/status/2020140570199351422)  2026-02-07T14:20Z 39.5K followers, [---] engagements


"If you want to do yourself a favor and actually learn something useful about the healthcare sector do yourself a favor and study names like $REGN $EW and $ISRG and forget about $HIMS"  
[X Link](https://x.com/nataninvesting/status/2020247672956022884)  2026-02-07T21:25Z 39.5K followers, [---] engagements


"@Investy_ Not a good Q but valuation makes no sense"  
[X Link](https://x.com/nataninvesting/status/2021122897121608137)  2026-02-10T07:23Z 39.5K followers, [---] engagements


"@EVPR34895 You keep looking at stock price and not at numbers"  
[X Link](https://x.com/nataninvesting/status/2021123268032209061)  2026-02-10T07:25Z 39.5K followers, [---] engagements


"@jieselong It's a disaster but at the end I'm only down 3% YTD so everything it's under control I strongly disagree on the valuation of these two names so I'm happy to buy more and hold"  
[X Link](https://x.com/nataninvesting/status/2021136177999262126)  2026-02-10T08:16Z 39.5K followers, [----] engagements


"@EVPR34895 I'm not far from ATH"  
[X Link](https://x.com/nataninvesting/status/2021486601940107685)  2026-02-11T07:28Z 39.5K followers, [---] engagements


"Natan YTD: -6.7% S&P500 YTD: -0.1% TOTAL RETURNS (Jan 2022) Natan's portfolio: +108.2% *Benchmark: +36.3% S&P500: +51.8% MY POSITIONS: 18.6% Transmedics $TMDX 15.3% Pinduoduo $PDD 9.1% Alibaba $BABA 7.6% Regeneron $REGN 7.4% Procept BioRobotics $PRCT 7.0% Meta Platforms $META 6.3% Paypal $PYPL 6.3% Robinhood $HOOD 5.7% Wizz Air $WIZZ 5.1% B2gold $BTG 5.0% Moderna $MRNA 3.5% Monday $MNDY 1.8% Edwards Lifesciences $EW 1.3% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - 70%  - 30%   **     . '   and all the     ."  
[X Link](https://x.com/nataninvesting/status/2022669406292045925)  2026-02-14T13:49Z 39.5K followers, [----] engagements


"✅ At 75$ Alibaba $BABA is below my 145$ fair value it implies a potential upside of 93%. I don't think my assumptions are too optimistic look for example at PE ratio and at the share buybacks+dividend assumption. I'll be patient here. $PDD $JD $NIO $TCEHY $YUMC $HSI $KWEB"  
[X Link](https://x.com/anyuser/status/1758064984402145513)  2024-02-15T09:45Z 39.5K followers, 69.4K engagements


"What is the best investment opportunity in the list $BABA Fwd PE: [--] $PYPL Fwd PE: [--] $AAPL Fwd PE: [--] $TSLA Fwd PE: [--] $PLTR Fwd PE: [--] $SOFI Fwd PE: 88"  
[X Link](https://x.com/anyuser/status/1773768693836616158)  2024-03-29T17:46Z 39.5K followers, 209.8K engagements


"🟠 MY SIMPLIFIED $BABA VALUATION MODEL IN [--] MINUTES. ASSUMPTIONS: [----] Revenue: $130.45B 5Y Revenue CAGR: 8% Terminal Profit Margin: 16% Terminal PE Ratio: [--] Buybacks Yield: 4% VALUATION: [----] $BABA MARKET CAP = 130.45*(1.08)5*0.16*15*(1.04)5= $560B You can now choose the discount rate that you prefer I want to use a 12% FAIR VALUE: $127 POTENTIAL UPSIDE: 74% EXPECTED RETURNS: 25%/year MY RATING: Strong Buy ✅"  
[X Link](https://x.com/anyuser/status/1778043080148500696)  2024-04-10T12:51Z 39.5K followers, 122.3K engagements


"What is the best long term opportunity in the list $BABA $PLTR $SBUX $AAPL $TSLA $META"  
[X Link](https://x.com/anyuser/status/1778511568356962619)  2024-04-11T19:52Z 39.5K followers, 220.8K engagements


"Which is the most undervalued stock in the list $TSLA $SOFI $PYPL $BABA $JD $GOOGL"  
[X Link](https://x.com/nataninvesting/status/1779964425316757646)  2024-04-15T20:06Z 39.5K followers, 125.9K engagements


"COMPILATION OF ALL MY SIMPLIFIED VALUATION MODELS OF LAST DAYS + PRICE TARGET $BABA $127 Strong buy ✅ Potential upside: +84% $PDD $174 Strong buy ✅ Potential upside: +53% $JD $37 Buy ✅ Potential upside: +45% $SBUX $96 Buy ✅ Potential upside: +9% $PYPL $92 Strong buy ✅ Potential upside: +48% $UNH $521 Buy ✅ Potential upside: +4% $ASML [---] Hold ☑ Potential downside: -6% $TSM $143 Hold ☑ Potential upside: +12% $TSLA $159 Hold ☑ Potential upside: +8% $NFLX $499 Hold ☑ Potential downside: -11% $ISRG $316 Underweight ❌ Potential downside: -14% * Ratings are not updated after last days price action"  
[X Link](https://x.com/anyuser/status/1782134939342815491)  2024-04-21T19:50Z 39.5K followers, 102.8K engagements


"$BABA IS VERY UNDERVALUED This is my updated valuation after Q1 earnings report. ASSUMPTIONS: LTM Revenue: $130.38B 5Y Revenue CAGR: 8% [----] Profit Margin: 15% [----] PE Ratio: [--] Shares outstanding: 2.434B Shares reduction: 5%/year VALUATION: Q1 [----] $BABA SHARE PRICE = [------] * (1.08)5 * [----] * [--] / [-----] * (0.95)5 = $229 You can now choose the discount rate that you prefer I want to use 12% (I'm adjusting for China risks using an higher discount rate + quite conservative assumptions. It's legit that you want to use an higher discount rate or a margin of safety) ACTUAL PRICE: $81 FAIR VALUE:"  
[X Link](https://x.com/anyuser/status/1790852218553303279)  2024-05-15T21:10Z 39.5K followers, 91.8K engagements


"10 OF MY VALUATION MODELS 🎯 You can see all my models linked in the comments $BABA 1Y Price target: $146 Potential upside: +65% ✅✅ $PYPL 1Y Price target: $105 Potential upside: +63% ✅✅ $PDD 1Y Price target: $195 Potential upside: +34% ✅✅ $JD 1Y Price target: $44 Potential upside: +25% ✅ $META 1Y Price target: $570 Potential upside: +21% ✅ $SBUX 1Y Price target: $92 Potential upside: +18% ✅ $PLTR 1Y Price target: $24 Potential upside: +10% ✅ $TSLA 1Y Price target: $189 Potential upside: +6% ☑ $GOOGL 1Y Price target: $188 Potential upside: +6% ☑ $AAPL 1Y Price target: $165 Potential downside:"  
[X Link](https://x.com/anyuser/status/1792282561290408198)  2024-05-19T19:53Z 39.5K followers, 130.9K engagements


"$BABA is paying a $3.75B dividend to shareholders next month. $BABA repurchased $4.8B of shares during Q1 only. But you can keep thinking that CCP owns all the cash and the shares"  
[X Link](https://x.com/anyuser/status/1807043329747505179)  2024-06-29T13:27Z 39.5K followers, 189.3K engagements


"$BABA IS VERY UNDERVALUED This is my updated valuation considering the new buyback data ASSUMPTIONS: LTM Revenue: $129.48B 5Y Revenue CAGR: 7% [----] Profit Margin: 15% [----] PE Ratio: [--] Shares outstanding: 2.378B Shares reduction: 6%/year VALUATION: Q2 [----] $BABA SHARE PRICE = [------] * (1.07)5 * [----] * [--] / [-----] * (0.94)5 = $219 You can now choose the discount rate that you prefer I want to use 12% (I'm adjusting for China risks using an higher discount rate + quite conservative assumptions. It's legit that you want to use an higher discount rate or apply a margin of safety) ACTUAL PRICE: $75"  
[X Link](https://x.com/anyuser/status/1809675321429618827)  2024-07-06T19:46Z 39.5K followers, 55.2K engagements


"Michael Burry bought $BABA again during Q2 ⚠ He added 24% and Alibaba is now 21% of his portfolio. He also increased $BIDU position to 12% and reduced $JD to 12%"  
[X Link](https://x.com/anyuser/status/1823790632067878951)  2024-08-14T18:35Z 39.5K followers, 44.6K engagements


"I never thought I'd see Pinduoduo $PDD in double digit territory again. I'm a buyer here"  
[X Link](https://x.com/anyuser/status/1828078075260654011)  2024-08-26T14:32Z 39.5K followers, 142.9K engagements


"🟠 MY $BABA VALUATION MODEL 1Y TARGET: $148 MY RATING: Strong buy ✅ ASSUMPTIONS: LTM Revenue: $132.46B 5Y Revenue CAGR: 6.5% [----] Profit Margin: 15% [----] PE Ratio: [--] Shares outstanding: 2.378B Shares reduction: 6%/year VALUATION: Q2 [----] $BABA SHARE PRICE = [------] * (1.065)5 * [----] * [--] / [-----] * (0.94)5 = $232 You can now choose the discount rate that you prefer for Alibaba I want to use 12% (I'm adjusting for China risks using an higher discount rate + quite conservative assumptions. It's legit that you want to use an higher discount rate or a margin of safety) ACTUAL PRICE: $90 FAIR"  
[X Link](https://x.com/anyuser/status/1838315098647204135)  2024-09-23T20:30Z 39.5K followers, 42.5K engagements


"Beautiful collage of comments that suggested me to sell all my Chinese stocks one month ago near bottom. Both $BABA and $PDD are casually up 20% in the last month Being contrarian isn't easy but can give us great returns"  
[X Link](https://x.com/anyuser/status/1839229350542967151)  2024-09-26T09:03Z 39.5K followers, 51.9K engagements


"$BABA is up 48% YTD 🟢 Fwd PE is [----] not expensive for a tech company. Is Alibaba a buy at today's price"  
[X Link](https://x.com/anyuser/status/1841561847389958550)  2024-10-02T19:32Z 39.5K followers, 45.2K engagements


"$BABA was trading at $75 price target was $80 [--] month later The same company Alibaba surged 50% and casually price target was increased to $145 In the same timeframe I increased my target from $148 to $167. Please don't follow analyst price targets and use your brain"  
[X Link](https://x.com/anyuser/status/1843259571147788290)  2024-10-07T11:58Z 39.5K followers, 39.7K engagements


"I sold $PLTR in $45-$65 range. Did I sell too early Probably yes but I take my decisions based on risk/reward profile. My fair value (not conservative) is $42 so I decided to sell the entire position. I used the cash for other opportunities like $PDD $MRNA $TMDX"  
[X Link](https://x.com/anyuser/status/1865522510873162125)  2024-12-07T22:23Z 39.5K followers, 143.3K engagements


"China stocks are still very cheap $BABA is trading at $94 and my fair value is $140 $PDD is trading at $114 and my fair value is $182 $JD is trading at $42 and my fair value is $50 You can check my valuation models below 👇"  
[X Link](https://x.com/anyuser/status/1866178323199775206)  2024-12-09T17:49Z 39.5K followers, 39.7K engagements


"Barron's top picks for [----] include two of my biggest positions: $BABA and $MRNA I really like $UBER $ASML $GOOGL and $LVMUY too"  
[X Link](https://x.com/anyuser/status/1868938506212639063)  2024-12-17T08:37Z 39.5K followers, 119.8K engagements


"$BABA is up 5% after releasing a best in class AI model 🤯 I expect double digit revenue growth in Cloud division in next quarters Is $BABA an AI play I'm not sure but at only 10x PE there is a very high upside"  
[X Link](https://x.com/anyuser/status/1884333733077197048)  2025-01-28T20:12Z 39.5K followers, 50.5K engagements


"China stocks are still very cheap $BABA is trading at $117 and my conservative fair value is $140. $PDD is trading at $120 and my conservative fair value is $182. $JD is trading at $40 and my conservative fair value is $50. You can check my valuation models below 👇"  
[X Link](https://x.com/anyuser/status/1889649274603843778)  2025-02-12T12:14Z 39.5K followers, 42.4K engagements


"$BABA IS UP 50% IN LAST MONTH [--] REASONS TO HOLD THE STOCK 🧵 1) The company remains the largest e-commerce platform in the world with over [--] trillion dollars in GMV"  
[X Link](https://x.com/anyuser/status/1889730874893025741)  2025-02-12T17:38Z 39.5K followers, 85.2K engagements


"$BABA IS MY VALENTINE 😂❤"  
[X Link](https://x.com/anyuser/status/1890330449932583147)  2025-02-14T09:21Z 39.5K followers, 40.8K engagements


"TOP [--] UNDERVALUED STOCKS OF MY PORTFOLIO🧵 (number [--] is my favorite 🤫) 1) Alibaba $BABA The biggest ecommerce in the world with $1T GMV and the biggest cloud services provider in China trading at only 13.5x Fwd PE cash excluded. Natan's fair value: $150 (+20%)"  
[X Link](https://x.com/anyuser/status/1890760793144058095)  2025-02-15T13:51Z 39.5K followers, 237.8K engagements


"I'm still realizing that $BABA went up 50% in one month only. Is this the start of a new bull market for China or an opportunity to run away"  
[X Link](https://x.com/anyuser/status/1891967738941157811)  2025-02-18T21:47Z 39.5K followers, 61.4K engagements


"Not the best day to have 40% of my portfolio in China 😑 I think that a pullback is normal and I remain very bullish for the medium/long term $BABA $PDD $JD"  
[X Link](https://x.com/anyuser/status/1894061739513200852)  2025-02-24T16:28Z 39.5K followers, 35.2K engagements


"MY TOP [--] STOCKS FOR 2025🧵 These stocks are up 17.4% on average YTD vs 1.2% of S&P500 🤯 1) Alibaba $BABA The biggest ecommerce in the world with $1T GMV and the biggest cloud services provider in China at 13x Fwd PE. Natan's fair value: $159 (+20%)"  
[X Link](https://x.com/anyuser/status/1896564624369308028)  2025-03-03T14:13Z 39.5K followers, 143.7K engagements


"$JD earnings are out Q4 Revenue: +13.4% Q4 EPS: +40% This is the best quarter in last [--] Years. Incentives are working🔥 $JD +8% $BABA +4% $PDD +4%"  
[X Link](https://x.com/anyuser/status/1897586105769206238)  2025-03-06T09:52Z 39.5K followers, 85.1K engagements


"Why is $BABA investable today at $140 but was not last year at $70 Risk reward is far less attractive now"  
[X Link](https://x.com/anyuser/status/1898435792025849861)  2025-03-08T18:08Z 39.5K followers, 55.4K engagements


"CHINESE ECOMMERCE STOCKS ARE UP ANOTHER 3% TODAY 🔥 YTD PERFORMANCES: $BABA +72% yes +72% in [---] months I'm not joking. $PDD +31% $JD +28%"  
[X Link](https://x.com/anyuser/status/1901636263377068459)  2025-03-17T14:06Z 39.5K followers, 34.2K engagements


"MY TOP [--] UNDERVALUED STOCKS WITH $50B MARKET CAP🧵 1) Alibaba $BABA Alibaba is the biggest cloud provider in China and the biggest ecommerce in the world. The 13x Fwd PE doesn't reflect the value of the Chinese giant Natan's fair value: $159 (+20%)"  
[X Link](https://x.com/anyuser/status/1906321537918980406)  2025-03-30T12:24Z 39.5K followers, 333.5K engagements


"In last days I started and then doubled a new position in $UNH I bought for [--] main reasons: 1) I believe that market is overeacting a high quality stable and essential 500B company down 50% is extremely rare. 2) I made some assumptions and the stock results undervalued by 25/30% even assuming slower growth compared to their 13/16% EPS growth target. 3) I think that Unitedhealth can be a valid edge and a good contrarian pick considering that market has already entered extreme greed zone. During the last SPX drop UNH outperformed by 30% in a month"  
[X Link](https://x.com/anyuser/status/1922664427683238209)  2025-05-14T14:44Z 39.5K followers, 134.4K engagements


"I Just bought more $UNH Can it go lower Yes but I don't care. I really like risk/reward at this point. Trap or opportunity"  
[X Link](https://x.com/anyuser/status/1923021527441650049)  2025-05-15T14:23Z 39.5K followers, 105.7K engagements


"What should I sell and why"  
[X Link](https://x.com/anyuser/status/1931707528242487746)  2025-06-08T13:38Z 39.5K followers, 89.3K engagements


"MY TOP [--] STOCKS FOR [----] (UPDATE)🧵 These stocks are up +32.4% on average YTD vs +3.0% of S&P500 🤯 1) Alibaba $BABA The biggest ecommerce in the world with $1T GMV and the biggest cloud services provider in China at 12x Fwd PE. Natan's fair value: $162 (+34%)"  
[X Link](https://x.com/anyuser/status/1932811313560105492)  2025-06-11T14:45Z 39.5K followers, 119.1K engagements


"Wow my portfolio reached a new ATH today up 29% YTD I remain extremely focused on finding new interesting opportunities and accumulating on my biggest convictions. Portfolio is pinned on my profile"  
[X Link](https://x.com/anyuser/status/1937602845454532822)  2025-06-24T20:04Z 39.5K followers, 113K engagements


"I sold 20% of my $HOOD position the shares I bought 3m ago at $33 A 3x in [--] months is far above my expectations and I'm happy to secure this return with markets at ATH I'll post later my updated valuation model"  
[X Link](https://x.com/anyuser/status/1940427635961774516)  2025-07-02T15:09Z 39.5K followers, 120.4K engagements


"Did the US suddenly decide to go public with Healthcare and I just missed it"  
[X Link](https://x.com/anyuser/status/1948419155952041998)  2025-07-24T16:25Z 39.5K followers, 226.6K engagements


"TOP [--] UNDERVALUED STOCKS OF MY PORTFOLIO🧵 (number [--] is my favorite) 1) Alibaba $BABA The biggest ecommerce in the world with $1T GMV and the biggest cloud services provider in China trading at only 14x Fwd PE cash excluded. Natan's fair value: $162 (+35%)"  
[X Link](https://x.com/anyuser/status/1949077991973089421)  2025-07-26T12:03Z 39.5K followers, 86K engagements


"Who will win the race to [--] 😂 $UNH -5% today down 60% from ATH $NVO -3% today down 65% from ATH"  
[X Link](https://x.com/anyuser/status/1950941597937422441)  2025-07-31T15:28Z 39.5K followers, 61.5K engagements


"What do you think about my portfolio NATAN YTD: +44% S&P500 YTD: +10%"  
[X Link](https://x.com/anyuser/status/1959646440785105389)  2025-08-24T15:58Z 39.5K followers, 71.6K engagements


"$BABA EARNINGS ARE OUT Taobao Tmall customer management +10% ✅ CLOUD +26% Y/Y 🤯 "AI related revenue grew triple digit for [--] consecutive quarters""  
[X Link](https://x.com/anyuser/status/1961365274264825970)  2025-08-29T09:48Z 39.5K followers, 74.9K engagements


"$BABA IS UP 13% TODAY AFTER CLOUD ACCELERATED TO +26% Y/Y 🔥 In December the stock was uninvestable now that we're up 60% I haven't read a single comment about it"  
[X Link](https://x.com/anyuser/status/1961471403275817446)  2025-08-29T16:49Z 39.5K followers, 26.5K engagements


"Will $BABA return to $300 ATH"  
[X Link](https://x.com/anyuser/status/1966134656715337993)  2025-09-11T13:40Z 39.5K followers, 33.9K engagements


"$TMDX OMG Transmedics and Mercedes-Benz Announce Strategic Collaboration to Launch First Dedicated Organ Transplantation Ground Transportation Network in Italy. As an italian and Transmedics shareholder I'm very proud 🥹🚀"  
[X Link](https://x.com/anyuser/status/1970010652518289846)  2025-09-22T06:21Z 39.5K followers, 33.8K engagements


"$PYPL IS EXTREMELY UNDERVALUED PRICE TARGET: $118 POTENTIAL UPSIDE: +74% ✅ "In my view PayPal remains very undervalued also supported by the aggressive buyback program. Margins are improving and revenue acceleration is expected in 2026" ASSUMPTIONS: LTM Revenue: $32.292B 5Y Revenue CAGR: 7% [----] Profit Margin: 16% [----] PE Ratio: [--] Shares outstanding: 0.977B Shares reduction: 5%/year VALUATION: Q2 [----] $PYPL SHARE PRICE = [------] * (1.07)5 * [----] * [--] / [-----] * (0.95)5 = 173$ You can now choose the discount rate that you prefer for PayPal I want to use a 10% ACTUAL PRICE: $68 FAIR VALUE: $107"  
[X Link](https://x.com/anyuser/status/1970456604861411728)  2025-09-23T11:53Z 39.5K followers, 72.8K engagements


"Sold more $UNH to buy other stocks. I'm sure many of you won't like this move but I'm confident it's the right thing to do for my portfolio"  
[X Link](https://x.com/anyuser/status/1971301388132262267)  2025-09-25T19:50Z 39.5K followers, 69.3K engagements


"I SOLD SOME $BABA SHARES FOR THE FIRST TIME IN MY LIFE 😱 I sold simply because Im already fully invested and I see some opportunities with a better risk/reward. I still hold 85% of my position"  
[X Link](https://x.com/anyuser/status/1973462550013681828)  2025-10-01T18:58Z 39.5K followers, 41K engagements


"Imagine being able to buy a robotic surgery company growing 45% a year at just 5x [----] EV/Sales 🫣"  
[X Link](https://x.com/anyuser/status/1975193300035633233)  2025-10-06T13:35Z 39.5K followers, 84.3K engagements


"$PYPL has taken over the advertising screens in the Milan Duomo metro station 💥"  
[X Link](https://x.com/anyuser/status/1976346421004759411)  2025-10-09T17:58Z 39.5K followers, 18.2K engagements


"Daily reminder that $PYPL is eating its own Shares"  
[X Link](https://x.com/anyuser/status/1977834079346426353)  2025-10-13T20:29Z 39.5K followers, 112.5K engagements


"Bought more $PYPL. And no I don't care about opportunity cost risk/reward is extremely good to me"  
[X Link](https://x.com/anyuser/status/1978888883707302026)  2025-10-16T18:20Z 39.5K followers, 38.3K engagements


"$PYPL is extremely cheap. Its back to the same multiple it had when the stock was at $50. I dont think 12x is a fair PE for the company but its perfect for the buyback plan"  
[X Link](https://x.com/anyuser/status/1979162969842831496)  2025-10-17T12:29Z 39.5K followers, 39.9K engagements


"MY [--] FAVORITE STOCK OPPORTUNITIES🧵 (No one is paying attention to n5) 1) Transmedics $TMDX Revolutionizing organ transplants founder-led stellar track record and still cheap for its growth. Natan's fair value: $174 (+48%)"  
[X Link](https://x.com/anyuser/status/1979884730356228167)  2025-10-19T12:17Z 39.5K followers, 101.7K engagements


"Up 63% YTD and not far from my first $100K invested 🥹 WHAT A YEAR"  
[X Link](https://x.com/anyuser/status/1982902923156959351)  2025-10-27T20:11Z 39.5K followers, 64.5K engagements


"$PYPL IS EXTREMELY UNDERVALUED PRICE TARGET: $118 -- $125 POTENTIAL UPSIDE: +69% ✅ "PayPal once again proved in Q3 that every key metric is moving in the right direction the only thing still missing is the stock price." ASSUMPTIONS: LTM Revenue: $32.862B 5Y Revenue CAGR: 7% -- 7.5% [----] Profit Margin: 16% [----] PE Ratio: [--] Shares outstanding: 0.960B Shares reduction: 5%/year VALUATION: Q3 [----] $PYPL SHARE PRICE = [------] * (1.075)5 * [----] * [--] / [-----] * (0.95)5 = 183$ You can now choose the discount rate that you prefer for PayPal I want to use a 10% ACTUAL PRICE: $74 FAIR VALUE: $114 PRICE"  
[X Link](https://x.com/anyuser/status/1983518251784061107)  2025-10-29T12:56Z 39.5K followers, 53.6K engagements


"$META IS THE CHEAPEST BIG TECH PRICE TARGET: $1020 -- $1025 POTENTIAL UPSIDE: +53% ✅ "Q3 revenue up 26% is impressive. Margin decline from heavy investments may weigh short term but I remain very bullish long term" ASSUMPTIONS: LTM Revenue: $189.458B 5Y Revenue CAGR: 13% [----] Profit Margin: 39% [----] PE Ratio: [--] Shares outstanding: 2.572B Shares reduction: 2% -- 1%/year VALUATION: Q3 [----] $META Share Price = [-------] * (1.13)5 * [----] * [--] / [-----] * (0.99)5 = 1503$ You can now choose the discount rate that you prefer for Meta I want to use 10%. ACTUAL PRICE: $670 FAIR VALUE: $933 1Y PRICE"  
[X Link](https://x.com/anyuser/status/1983963340973207943)  2025-10-30T18:24Z 39.5K followers, 56.4K engagements


"I bought more $META. By far the best opportunity among big techs Im expecting around 18% annual returns over the next [--] years"  
[X Link](https://x.com/anyuser/status/1984348785062085036)  2025-10-31T19:56Z 39.5K followers, 61K engagements


"What's your favorite big tech at current valuations NTM P/E 33x Apple $AAPL 32x Microsoft $MSFT 29x Amazon $AMZN 26x Alphabet $GOOGL 22x Meta Platforms $META I think $META is the best opportunity: cheapest + revenue is growing 2x faster than peers"  
[X Link](https://x.com/anyuser/status/1984705799881683363)  2025-11-01T19:35Z 39.5K followers, 46.9K engagements


"$PYPL keeps quietly cannibalizing its own shares. If the share count kept shrinking by 6% per year over the next [--] years wed end up with 27% fewer shares outstanding and that alone would drive a 36% boost in EPS"  
[X Link](https://x.com/anyuser/status/1985714124173549907)  2025-11-04T14:21Z 39.5K followers, 34.9K engagements


"The fair value of $META is $930. Its not a random number it comes from my 5-year valuation model (you can read it in the highlights on my profile). Trap or opportunity"  
[X Link](https://x.com/anyuser/status/1986871330361254119)  2025-11-07T19:00Z 39.5K followers, 78.3K engagements


"$META has delivered an impressive 23% CAGR since its IPO. Looking ahead I believe it can still compound at 1520% annually over the next five years exactly the kind of return Im aiming for to outperform the market. Opportunity"  
[X Link](https://x.com/anyuser/status/1987639170643193909)  2025-11-09T21:51Z 39.5K followers, 36.6K engagements


"A company growing EPS at 15% per year while trading at just 12x PE makes absolutely no sense. BULLISH $PYPL"  
[X Link](https://x.com/anyuser/status/1987992949343293775)  2025-11-10T21:17Z 39.5K followers, 57.4K engagements


"Natan YTD: +1.3% S&P500 YTD: +0.2% TOTAL RETURNS (Jan 2022) Natan's portfolio: +126.1% *Benchmark: +43.0% S&P500: +52.3% MY POSITIONS: 16.9% Pinduoduo $PDD 16.8% Transmedics $TMDX 9.2% Robinhood $HOOD 9.0% Alibaba $BABA 8.8% Regeneron $REGN 7.9% Procept BioRobotics $PRCT 7.6% Paypal $PYPL 6.8% Meta Platforms $META 5.1% Wizz Air $WIZZ 4.2% Moderna $MRNA 4.1% B2gold $BTG 2.4% Edwards Lifesciences $EW 1.2% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - 70%  - 30%   **     . '   and all the     ."  
[X Link](https://x.com/nataninvesting/status/2007548036981928338)  2026-01-03T20:22Z 39.5K followers, 11.5K engagements


"Natan YTD: +2.6% S&P500 YTD: +1.4% TOTAL RETURNS (Jan 2022) Natan's portfolio: +129.0% *Benchmark: +44.2% S&P500: +54.1% MY POSITIONS: 18.6% Transmedics $TMDX 14.9% Pinduoduo $PDD 9.2% Alibaba $BABA 8.2% Robinhood $HOOD 8.0% Regeneron $REGN 7.4% Procept BioRobotics $PRCT 7.1% Paypal $PYPL 6.2% Meta Platforms $META 4.8% Wizz Air $WIZZ 4.5% Moderna $MRNA 4.1% Monday $MNDY 4.0% B2gold $BTG 1.8% Edwards Lifesciences $EW 1.2% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - 60%  - 40%   **     . '   and all the     ."  
[X Link](https://x.com/nataninvesting/status/2012510942517510151)  2026-01-17T13:02Z 39.5K followers, 12.8K engagements

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