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

Natan's portfolio has reached an all-time high, up XX% year-to-date, outperforming the S&P XXX. 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: XXXXXX [#](/creator/twitter::1348204901193691136/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1348204901193691136/c:line/m:interactions.svg)

- X Week XXXXXXX +35%
- X Month XXXXXXXXX +1.90%
- X Months XXXXXXXXX +3.90%
- X Year XXXXXXXXXX +84%

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

- X Week XXX -XXXX%
- X Month XXX -XXXX%
- X Months XXXXX +2%
- X Year XXXXX +5.40%

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

- X Week XXXXXX +2.60%
- X Month XXXXXX +8.70%
- X Months XXXXXX +48%
- X Year XXXXXX +205%

### CreatorRank: XXXXXXX [#](/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 [#](/creator/twitter::1348204901193691136/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [travel destinations](/list/travel-destinations)  XXX% [currencies](/list/currencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[$pypl](/topic/$pypl) #170, [$tmdx](/topic/$tmdx) #2, [$regn](/topic/$regn) #5, [$baba](/topic/$baba) #4, [$pdd](/topic/$pdd) #5, [baba](/topic/baba) #585, [$unh](/topic/$unh) #78, [pinduoduo](/topic/pinduoduo) #14, [alibaba](/topic/alibaba) #304, [$prct](/topic/$prct) #1

**Top accounts mentioned or mentioned by**
[@sojustfollowme](/creator/undefined) [@valuationedge_](/creator/undefined) [@hugot_core5462](/creator/undefined) [@4v3r4g3j03](/creator/undefined) [@didierblessing](/creator/undefined) [@neoanderso6245](/creator/undefined) [@spike_1567](/creator/undefined) [@akinatorassets](/creator/undefined) [@adamomancino](/creator/undefined) [@icnewer](/creator/undefined) [@marketswithmay](/creator/undefined) [@adam_a_dias](/creator/undefined) [@mirandajaqui](/creator/undefined) [@m1k3eeeee](/creator/undefined) [@qualitygrowthfv](/creator/undefined) [@qualityinvest5](/creator/undefined) [@dividenddynasty](/creator/undefined) [@alphanotfound](/creator/undefined) [@hap0606](/creator/undefined) [@strader255](/creator/undefined)

**Top assets mentioned**
[PayPal Holdings Inc (PYPL)](/topic/$pypl) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Alibaba Group (BABA)](/topic/$baba) [UnitedHealth Group (UNH)](/topic/$unh) [PROCEPT BioRobotics Corporation Common Stock (PRCT)](/topic/$prct) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Bitcoin Gold (BTG)](/topic/$btg) [Moderna Inc (MRNA)](/topic/$mrna) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Edwards Lifesciences Corp (EW)](/topic/$ew) [Metadium (META)](/topic/$meta) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Kinross Gold Corporation (KGC)](/topic/$kgc) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [AutoCrypto (AU2)](/topic/$au) [Barrick Gold Corp. (GOLD)](/topic/$gold) [Newmont Corporation (NEM)](/topic/$nem) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [Novo-Nordisk (NVO)](/topic/$nvo) [Illumina, Inc. (ILMN)](/topic/$ilmn) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Vertex Protocol (VRTX)](/topic/$vrtx) [Biogen Inc (BIIB)](/topic/$biib) [Bottos (BTO)](/topic/$bto) [Oscar Health, Inc. (OSCR)](/topic/$oscr)
### Top Social Posts [#](/creator/twitter::1348204901193691136/posts)
---
Top posts by engagements in the last XX hours

"@M1k3eeeee You have $REGN in the list far better opportunity than $MRK imo"  
[X Link](https://x.com/nataninvesting/status/1980011812402716973) [@nataninvesting](/creator/x/nataninvesting) 2025-10-19T20:42Z 31.4K followers, 3665 engagements


"$BTG B2GOLD: 🟢 All the other miners: 🔴 Just a coincidence 😂 $GDX $GDXJ $AU $GOLD $NEM $KGC $AEM $FNV"  
[X Link](https://x.com/nataninvesting/status/1778873025753911396) [@nataninvesting](/creator/x/nataninvesting) 2024-04-12T19:49Z 31.4K followers, 3791 engagements


"I currently see many opportunities in the healthcare sector. My Healthcare picks are: $TMDX: Organ transplants $UNH: Health insurances $MRNA: mRNA vaccines $REGN: Antibody drugs $EW: Heart valves $CRSP: Crispr gene editing What's your favorite Health stock"  
[X Link](https://x.com/nataninvesting/status/1948462281031123422) [@nataninvesting](/creator/x/nataninvesting) 2025-07-24T19:16Z 31.4K followers, 27.7K engagements


"$UNH Adj EPS guidance is $XX $XXX at 15x PE $XXX at 20x PE What matters is how fast they can return to an higher margin initial EPS guidance for 2025 was $XX XX% higher than the actual $XX. I remain bullish at current price but honestly I expected an higher guidance"  
[X Link](https://x.com/nataninvesting/status/1950141626262729130) [@nataninvesting](/creator/x/nataninvesting) 2025-07-29T10:29Z 31.4K followers, 33.4K engagements


"If TransMedics keeps falling Ill be ready to sell part of my $UNH position to buy more $TMDX shares"  
[X Link](https://x.com/nataninvesting/status/1963616057387569350) [@nataninvesting](/creator/x/nataninvesting) 2025-09-04T14:52Z 31.4K followers, 69.2K engagements


"Trade Republic is launching access to private market in collaboration with Apollo and EQT. Trade Republic is a next Gen broker active in XX European markets with 10M customers and 150B AUM. They offer a X% match for the next XX days Robinhood vibes"  
[X Link](https://x.com/nataninvesting/status/1967272570287460839) [@nataninvesting](/creator/x/nataninvesting) 2025-09-14T17:01Z 31.4K followers, 15.5K engagements


"Natan YTD: +52.6% S&P500 YTD: +13.3% TOTAL RETURNS (Jan 2022) Natan's portfolio: +130.3% *Benchmark: +49.5% S&P500: +46.2% MY POSITIONS: XXXX% Pinduoduo $PDD XXXX% Transmedics $TMDX XXXX% Robinhood $HOOD XXXX% Alibaba $BABA XXX% UnitedHealth $UNH XXX% Meta Platforms $META XXX% Paypal $PYPL XXX% Regeneron $REGN XXX% B2gold $BTG XXX% Moderna $MRNA XXX% Wizz Air $WIZZ XXX% Procept BioRobotics $PRCT XXX% Edwards Lifesciences $EW XXX% Crispr Therapeutics $CRSP XXX% Nio $NIO Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - XX%  - XX%   **     . '   and all the     "  
[X Link](https://x.com/nataninvesting/status/1969374148951486783) [@nataninvesting](/creator/x/nataninvesting) 2025-09-20T12:12Z 31.4K followers, 25.5K engagements


"Companies like: $PDD $REGN $TMDX $PRCT $PYPL just seem too cheap to be true"  
[X Link](https://x.com/nataninvesting/status/1971266509587849351) [@nataninvesting](/creator/x/nataninvesting) 2025-09-25T17:32Z 31.4K followers, 18.2K engagements


"Natan YTD: +51.3% S&P500 YTD: +13.0% TOTAL RETURNS (Jan 2022) Natan's portfolio: +128.3% *Benchmark: +48.3% S&P500: +45.8% MY POSITIONS: XXXX% Pinduoduo $PDD XXXX% Transmedics $TMDX XXXX% Alibaba $BABA XXXX% Robinhood $HOOD XXX% Paypal $PYPL XXX% Regeneron $REGN XXX% UnitedHealth $UNH XXX% Meta Platforms $META XXX% B2gold $BTG XXX% Procept BioRobotics $PRCT XXX% Moderna $MRNA XXX% Wizz Air $WIZZ XXX% Edwards Lifesciences $EW XXX% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - XX%  - XX%   **     . '   and all the     "  
[X Link](https://x.com/nataninvesting/status/1971910064916091389) [@nataninvesting](/creator/x/nataninvesting) 2025-09-27T12:09Z 31.4K followers, 22.7K engagements


"5) Paypal $PYPL The most known payment company in the world. The sector is very competitive but PayPal is catching up with innovation under the new CEO. At 12X Fwd PE it is extremely attractive. Natan's fair value: $XXX (+60%)"  
[X Link](https://x.com/nataninvesting/status/1972270142362091809) [@nataninvesting](/creator/x/nataninvesting) 2025-09-28T12:00Z 31.4K followers, 6450 engagements


"6) Pinduoduo $PDD One of the fastest growing ecommerces in the world trading at 13x Fwd PE. Management proved many times its ability to deliver impressive growth and profitability in one of the most competitive market in the world. Natan's fair value: $XXX (+35%)"  
[X Link](https://x.com/nataninvesting/status/1972270149647614136) [@nataninvesting](/creator/x/nataninvesting) 2025-09-28T12:00Z 31.4K followers, 5978 engagements


"Natan YTD: +59.9% S&P500 YTD: +14.2% TOTAL RETURNS (Jan 2022) Natan's portfolio: +141.3% *Benchmark: +52.1% S&P500: +47.3% MY POSITIONS: XXXX% Pinduoduo $PDD XXXX% Transmedics $TMDX XXXX% Robinhood $HOOD XXXX% Alibaba $BABA XXX% Regeneron $REGN XXX% Paypal $PYPL XXX% UnitedHealth $UNH XXX% Procept BioRobotics $PRCT XXX% Meta Platforms $META XXX% B2gold $BTG XXX% Moderna $MRNA XXX% Wizz Air $WIZZ XXX% Edwards Lifesciences $EW XXX% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - XX%  - XX%   **     . '   and all the     "  
[X Link](https://x.com/nataninvesting/status/1974446450026156081) [@nataninvesting](/creator/x/nataninvesting) 2025-10-04T12:08Z 31.4K followers, 20.6K engagements


"Its true: narratives move prices. $BABA at $70: Dont buy Chinese stocks theyre uninvestable think about the opportunity cost its a dead company you dont know what youre doing. $BABA at $180: Dont sell Alibaba are you crazy Youve already trimmed XX% theres nothing better out there"  
[X Link](https://x.com/nataninvesting/status/1975535295689806230) [@nataninvesting](/creator/x/nataninvesting) 2025-10-07T12:14Z 31.4K followers, 32.1K engagements


"$PYPL IS UP XX% IN JUST X DAYS AND STILL LOOKS RIDICULOUSLY UNDERVALUED. PRICE TARGET: $XXX POTENTIAL UPSIDE: +57% ✅ ASSUMPTIONS: LTM Revenue: $32.292B 5Y Revenue CAGR: X% 2030 Profit Margin: XX% 2030 PE Ratio: XX Shares outstanding: 0.977B Shares reduction: 5%/year VALUATION: Q2 2030 $PYPL SHARE PRICE = XXXXXX * (1.07)5 * XXXX * XX / XXXXX * (0.95)5 = 173$ You can now choose the discount rate that you prefer for PayPal I want to use 10%. ACTUAL PRICE: $XX FAIR VALUE: $XXX PRICE TARGET: $XXX POTENTIAL UPSIDE: +57% EXPECTED RETURNS: 18.2%/year DIVIDEND YIELD: - - - - - - - - - - - - - - - -   "  
[X Link](https://x.com/nataninvesting/status/1975905368648634468) [@nataninvesting](/creator/x/nataninvesting) 2025-10-08T12:45Z 31.4K followers, 23.7K engagements


"In this hype-driven market phase you can either buy great businesses at reasonable valuations or pay tens of billions for future promises. Your choice"  
[X Link](https://x.com/nataninvesting/status/1976259120329101806) [@nataninvesting](/creator/x/nataninvesting) 2025-10-09T12:11Z 31.4K followers, 12.9K engagements


"$PYPL has taken over the advertising screens in the Milan Duomo metro station 💥"  
[X Link](https://x.com/nataninvesting/status/1976346421004759411) [@nataninvesting](/creator/x/nataninvesting) 2025-10-09T17:58Z 31.4K followers, 17.9K engagements


"What would you change"  
[X Link](https://x.com/nataninvesting/status/1976610115752206429) [@nataninvesting](/creator/x/nataninvesting) 2025-10-10T11:25Z 31.4K followers, 36.3K engagements


"5 stocks I really like at current prices: $TMDX $PDD $PRCT $REGN $PYPL (I recently increased all of them)"  
[X Link](https://x.com/nataninvesting/status/1976744037227942170) [@nataninvesting](/creator/x/nataninvesting) 2025-10-10T20:17Z 31.4K followers, 14.8K engagements


"@Strader255 I love vertex because of CF franchise but I don't think current risk/reward is better than regeneron"  
[X Link](https://x.com/nataninvesting/status/1976890076719456554) [@nataninvesting](/creator/x/nataninvesting) 2025-10-11T05:58Z 31.4K followers, XXX engagements


"Natan YTD: +50.5% S&P500 YTD: +11.4% TOTAL RETURNS (Jan 2022) Natan's portfolio: +127.1% *Benchmark: +46.2% S&P500: +43.7% MY POSITIONS: XXXX% Pinduoduo $PDD XXXX% Transmedics $TMDX XXXX% Robinhood $HOOD XXX% Alibaba $BABA XXX% Regeneron $REGN XXX% Paypal $PYPL XXX% UnitedHealth $UNH XXX% Procept BioRobotics $PRCT XXX% Meta Platforms $META XXX% B2gold $BTG XXX% Moderna $MRNA XXX% Wizz Air $WIZZ XXX% Edwards Lifesciences $EW XXX% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - XX%  - XX%   **     . '   and all the     "  
[X Link](https://x.com/nataninvesting/status/1977016618891768250) [@nataninvesting](/creator/x/nataninvesting) 2025-10-11T14:21Z 31.4K followers, 14.1K engagements


"Spending the weekend in the beautiful Rome"  
[X Link](https://x.com/nataninvesting/status/1977343379760431436) [@nataninvesting](/creator/x/nataninvesting) 2025-10-12T11:59Z 31.4K followers, 13.5K engagements


"@BourbonCap Transmedics"  
[X Link](https://x.com/nataninvesting/status/1978177591707148739) [@nataninvesting](/creator/x/nataninvesting) 2025-10-14T19:14Z 31.4K followers, 14.7K engagements


"I feel quite comfortable with $BABA current price. Every quarter we have a clear catalyst in the accelerating growth of its Cloud business. As long as that momentum lasts the setup looks solid"  
[X Link](https://x.com/nataninvesting/status/1978449331356156000) [@nataninvesting](/creator/x/nataninvesting) 2025-10-15T13:14Z 31.4K followers, 11.7K engagements


"@DidierBlessing Trump tariffs have no impact on Alibaba"  
[X Link](https://x.com/nataninvesting/status/1978521377150824493) [@nataninvesting](/creator/x/nataninvesting) 2025-10-15T18:00Z 31.4K followers, XXX engagements


"I keep seeing people posting $PYPL take rate chart. Okay its true its been declining for the past decade. BUT: Most of that drop comes from Braintree. Its crucial to look at the numbers but even more important to understand them if you want to be a good investor. If you look at PayPals operating income chart youll see how much it has expanded over the past decade but of course that part (which is 5x more important) seems to get zero attention. You may like or dislike PayPal as a business but the points above are simply facts"  
[X Link](https://x.com/nataninvesting/status/1978535262255776009) [@nataninvesting](/creator/x/nataninvesting) 2025-10-15T18:55Z 31.4K followers, 18.9K engagements


"@4v3r4g3J03 Honestly I prefer Pinduoduo by far even if JD is very cheap"  
[X Link](https://x.com/nataninvesting/status/1979548878119571716) [@nataninvesting](/creator/x/nataninvesting) 2025-10-18T14:03Z 31.4K followers, XXX engagements


"@4v3r4g3J03 Yes but Pinduoduo managment for me is 3x better so I'm happy to pay 2-3x"  
[X Link](https://x.com/nataninvesting/status/1979555349314392554) [@nataninvesting](/creator/x/nataninvesting) 2025-10-18T14:29Z 31.4K followers, XX engagements


"@diana94882862 @ScaltritiLab"  
[X Link](https://x.com/nataninvesting/status/1979617368595988743) [@nataninvesting](/creator/x/nataninvesting) 2025-10-18T18:35Z 31.4K followers, XXX engagements


"@EthanInvests I started from $5000 in 2022. The performances are calculated with TTWR no IRR"  
[X Link](https://x.com/nataninvesting/status/1979619990161568195) [@nataninvesting](/creator/x/nataninvesting) 2025-10-18T18:45Z 31.4K followers, XXX engagements


"@dicklam12 Do you think Pinduoduo is still gaining market shares vs competitors"  
[X Link](https://x.com/nataninvesting/status/1979836629297860683) [@nataninvesting](/creator/x/nataninvesting) 2025-10-19T09:06Z 31.4K followers, XX engagements


"@GeneInvesting Makes sense I'm accumulating Regeneron right now if you exclude R&D it's trading at 5.5x EV/FCF ridiculously cheap"  
[X Link](https://x.com/nataninvesting/status/1980363859836940501) [@nataninvesting](/creator/x/nataninvesting) 2025-10-20T20:01Z 31.4K followers, XXX engagements


"@NeoAnderso6245 I look only at long term and track record I don't care about single quarter for a company like Pinduoduo"  
[X Link](https://x.com/nataninvesting/status/1980370495997685945) [@nataninvesting](/creator/x/nataninvesting) 2025-10-20T20:28Z 31.4K followers, XX engagements


"Im considering selling XX% of my $BABA position to reallocate into other ideas with a better risk/reward. What do you think 🤔"  
[X Link](https://x.com/nataninvesting/status/1972941389920112716) [@nataninvesting](/creator/x/nataninvesting) 2025-09-30T08:27Z 31.4K followers, 66K engagements


"What is the best investment opportunity in China $BABA Fwd PE: XX $BIDU Fwd PE: XX $JD Fwd PE: XX $PDD Fwd PE: XX $TCEHY Fwd PE: XX $BYDDY Fwd PE: 18"  
[X Link](https://x.com/nataninvesting/status/1794847075571748949) [@nataninvesting](/creator/x/nataninvesting) 2024-05-26T21:44Z 31.4K followers, 49.9K engagements


"I recently added a new position with 3X potential to my portfolio ✈ The stock down XX% from ATH and is trading below 2015 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/nataninvesting/status/1951617080693834095) [@nataninvesting](/creator/x/nataninvesting) 2025-08-02T12:12Z 31.4K followers, 123.8K engagements


"With markets at all-time highs its not easy to find interesting opportunities. These are XX stocks that I find very attractive at current prices: $META (Advertising) $PDD (E-commerce/Adv) $PYPL (Fintech) $TMDX (Medtech) $PRCT (Medtech) $EW (Medtech) $REGN (Large biotech) $MRNA (Biotech) $BTG (Gold miner) $WIZZ (Airline)"  
[X Link](https://x.com/nataninvesting/status/1969005409433239800) [@nataninvesting](/creator/x/nataninvesting) 2025-09-19T11:47Z 31.4K followers, 32K engagements


"MY TOP XX STOCKS FOR 2025🧵 Since my post these stocks are up XX% on average YTD vs XX% of S&P500 🤯 1) Alibaba $BABA The biggest ecommerce in the world and the leading cloud services provider in China. Natan's fair value: $XXX (+0%)"  
[X Link](https://x.com/nataninvesting/status/1972270109940134116) [@nataninvesting](/creator/x/nataninvesting) 2025-09-28T12:00Z 31.4K followers, 56.3K engagements


"@GabGrowth Glp1 business is even terrible stealing IP from Pharma that spend billions in R&D"  
[X Link](https://x.com/nataninvesting/status/1978715893187186940) [@nataninvesting](/creator/x/nataninvesting) 2025-10-16T06:53Z 31.4K followers, 1435 engagements


"Almost everyone on X is talking about these three healthcare stocks as extremely undervalued: $UNH $NVO and $HIMS. However I dont see any of them as particularly undervalued. Im taking a stand and highlighting three names that I believe are far better investment opportunities: $TMDX $REGN and $PRCT"  
[X Link](https://x.com/nataninvesting/status/1972349267617694048) [@nataninvesting](/creator/x/nataninvesting) 2025-09-28T17:14Z 31.4K followers, 47.5K engagements


"@icnewer Similar PE and yes I prefer pinduoduo considering that it's my biggest position"  
[X Link](https://x.com/nataninvesting/status/1979459333743079831) [@nataninvesting](/creator/x/nataninvesting) 2025-10-18T08:07Z 31.4K followers, XXX engagements


"$TMDX IS VERY UNDERVALUED 👇🏻 PRICE TARGET: $XXX POTENTIAL UPSIDE: +65% ✅ ASSUMPTIONS: LTM Revenue: $0.531B 5Y Revenue CAGR: XX% 2030 Profit Margin: XX% 2030 PE Ratio: XX Shares outstanding: 0.0406B Shares dilution: 2%/year VALUATION: Q2 2030 $TMDX SHARE PRICE = XXXXX * (1.23)5 * XXXX * XX / XXXXXX * (1.02)5 = 307$ You can now choose the discount rate that you prefer for Transmedics I want to use XX% ACTUAL PRICE: $XXX FAIR VALUE: $XXX PRICE TARGET (1Y): $XXX POTENTIAL UPSIDE: +65% EXPECTED RETURNS: 21.1%/year DIVIDEND YIELD: - - - - - - - - - - - - - - - -     . '   and all the     . - - -"  
[X Link](https://x.com/nataninvesting/status/1960740818039312565) [@nataninvesting](/creator/x/nataninvesting) 2025-08-27T16:26Z 31.4K followers, 22.2K engagements


"Natan YTD: +53.3% S&P500 YTD: +13.3% TOTAL RETURNS (Jan 2022) Natan's portfolio: +131.3% *Benchmark: +46.5% S&P500: +46.2% MY POSITIONS: XXXX% Pinduoduo $PDD XXXX% Transmedics $TMDX XXXX% Robinhood $HOOD XXX% Alibaba $BABA XXX% Paypal $PYPL XXX% Regeneron $REGN XXX% UnitedHealth $UNH XXX% Procept BioRobotics $PRCT XXX% Meta Platforms $META XXX% B2gold $BTG XXX% Moderna $MRNA XXX% Wizz Air $WIZZ XXX% Edwards Lifesciences $EW XXX% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - XX%  - XX%   **     . '   and all the     "  
[X Link](https://x.com/nataninvesting/status/1979517807491477531) [@nataninvesting](/creator/x/nataninvesting) 2025-10-18T11:59Z 31.4K followers, 17.6K engagements


"+53% YTD. Its a solid result though plenty of others are doing even better. Im at ease because the companies I own have strong fundamentals and based on my analysis remain significantly undervalued on average. Portfolio is pinned on my profile"  
[X Link](https://x.com/nataninvesting/status/1979621364064788883) [@nataninvesting](/creator/x/nataninvesting) 2025-10-18T18:51Z 31.4K followers, 42.6K engagements


"MY X 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: $XXX (+48%)"  
[X Link](https://x.com/nataninvesting/status/1979884730356228167) [@nataninvesting](/creator/x/nataninvesting) 2025-10-19T12:17Z 31.4K followers, 91.4K engagements


"3) Paypal $PYPL Everyone hates it which makes it interesting. Users and transactions per user are rising operating income at record highs The only thing not rising The stock price. But with the current buyback plan that wont last forever. Natan's fair value: $XXX (+59%)"  
[X Link](https://x.com/nataninvesting/status/1979884745011187836) [@nataninvesting](/creator/x/nataninvesting) 2025-10-19T12:18Z 31.4K followers, 12.1K 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 XX% a year and trades at 5x forward P/S just too cheap. Natan's fair value: $XX (+73%)"  
[X Link](https://x.com/nataninvesting/status/1979884760983023823) [@nataninvesting](/creator/x/nataninvesting) 2025-10-19T12:18Z 31.4K followers, 14.9K engagements


"Chinese stocks are on fire again today🔥 $BABA +4% $JD +2% $PDD +3% my favorite remains $PDD what's yours"  
[X Link](https://x.com/nataninvesting/status/1980332295518371940) [@nataninvesting](/creator/x/nataninvesting) 2025-10-20T17:56Z 31.4K followers, 9873 engagements


"@Spike_1567 Agree but sustainability of the business model should be evaluated on business model and results not on stock price like many do 😂"  
[X Link](https://x.com/nataninvesting/status/1980704751952986271) [@nataninvesting](/creator/x/nataninvesting) 2025-10-21T18:36Z 31.4K followers, XXX engagements


"@marketswithmay Thanks May a very interesting reading 🙏🏻"  
[X Link](https://x.com/nataninvesting/status/1980720731282633008) [@nataninvesting](/creator/x/nataninvesting) 2025-10-21T19:39Z 31.4K followers, XXX engagements


"$ILMN Illumina earnings are out. ✅ Revenue Beat: $1.12B vs exp. $1.09B ✅ EPS Beat: $XXXX vs exp. $XXXX Stock is currently down X% in after hours. $ISRG $EW $MRNA $CRSP $NTLA $VRTX $REGN $BIIB"  
[X Link](https://x.com/nataninvesting/status/1755701090287227002) [@nataninvesting](/creator/x/nataninvesting) 2024-02-08T21:12Z 31.4K followers, 1434 engagements


"My favorite gold miner $BTG $BTO is up XX% YTD and is trading at only 5x Fwd PE too far below peers"  
[X Link](https://x.com/nataninvesting/status/1966217983749140940) [@nataninvesting](/creator/x/nataninvesting) 2025-09-11T19:11Z 31.4K followers, 8451 engagements


"Today at Italian Tech Week I had the incredible opportunity to test $ISRGs da Vinci X the worlds most advanced surgical robot an innovation that feels straight out of the future. As a passionate medtech investor it was an extraordinary experience 🥹🤩"  
[X Link](https://x.com/nataninvesting/status/1974147514720006642) [@nataninvesting](/creator/x/nataninvesting) 2025-10-03T16:20Z 31.4K followers, 8968 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/nataninvesting/status/1978888883707302026) [@nataninvesting](/creator/x/nataninvesting) 2025-10-16T18:20Z 31.4K followers, 37.8K engagements


"$TMDX at 62x PE is NOT expensive. The PE ratio alone doesnt mean much you need to adjust it for growth and potential margin expansion especially when it comes to growth companies"  
[X Link](https://x.com/nataninvesting/status/1980621885047025696) [@nataninvesting](/creator/x/nataninvesting) 2025-10-21T13:07Z 31.4K followers, 9434 engagements


"Multiples cant compress forever. If a company keeps performing well financially sooner or later the stock price has to follow. It happened with $BABA and I believe the same will happen with $PYPL 😉"  
[X Link](https://x.com/nataninvesting/status/1980701883955310656) [@nataninvesting](/creator/x/nataninvesting) 2025-10-21T18:25Z 31.4K followers, 9241 engagements


"Considering markets at new ATH my favorite opportunities remain in China and Healthcare sectors. My picks: China: $PDD $BABA Healthcare: $REGN $UNH $MRNA $TMDX $CRSP What else would you add"  
[X Link](https://x.com/nataninvesting/status/1937164806269620339) [@nataninvesting](/creator/x/nataninvesting) 2025-06-23T15:04Z 31.4K followers, 14.5K engagements


"MY TOP XX 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: $XXX (+32%)"  
[X Link](https://x.com/nataninvesting/status/1959224367893680128) [@nataninvesting](/creator/x/nataninvesting) 2025-08-23T12:01Z 31.4K followers, 528.4K 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) [@nataninvesting](/creator/x/nataninvesting) 2025-08-28T14:17Z 31.4K followers, 60.8K engagements


"$PYPL IS EXTREMELY UNDERVALUED PRICE TARGET: $XXX 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: X% 2030 Profit Margin: XX% 2030 PE Ratio: XX Shares outstanding: 0.977B Shares reduction: 5%/year VALUATION: Q2 2030 $PYPL SHARE PRICE = XXXXXX * (1.07)5 * XXXX * XX / XXXXX * (0.95)5 = 173$ You can now choose the discount rate that you prefer for PayPal I want to use a XX% ACTUAL PRICE: $XX FAIR VALUE: $107"  
[X Link](https://x.com/nataninvesting/status/1970456604861411728) [@nataninvesting](/creator/x/nataninvesting) 2025-09-23T11:53Z 31.4K followers, 71.1K engagements


"Natan YTD: +54.7% S&P500 YTD: +14.8% TOTAL RETURNS (Jan 2022) Natan's portfolio: +133.4% *Benchmark: +50.3% S&P500: +46.7% My positions: $PDD $TMDX $BABA $HOOD $PYPL $REGN $UNH $META $BTG $PRCT $MRNA $WIZZ $EW $CRSP TRANSACTIONS: 🟢 New positions: - 🟢 Increased positions: $TMDX $REGN $PYPL $PRCT 🔴 Sold positions: $NIO 🔴 Decreased positions: $UNH $HOOD ALLOCATION BY COUNTRY: US: XX% China: XX% Canada: XXX% Hungary: X% Switzerland: XXX% Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - XX%  - XX%   **     . '   and all the     "  
[X Link](https://x.com/nataninvesting/status/1973358722006102131) [@nataninvesting](/creator/x/nataninvesting) 2025-10-01T12:05Z 31.4K followers, 38.7K engagements


"Imagine being able to buy a robotic surgery company growing XX% a year at just 5x 2025 EV/Sales 🫣"  
[X Link](https://x.com/nataninvesting/status/1975193300035633233) [@nataninvesting](/creator/x/nataninvesting) 2025-10-06T13:35Z 31.4K followers, 84K engagements


"Every time I think back to $TMDX and what theyve built I cant help but feel I dont own enough shares"  
[X Link](https://x.com/nataninvesting/status/1977454838343446967) [@nataninvesting](/creator/x/nataninvesting) 2025-10-12T19:22Z 31.4K followers, 21K engagements


"Daily reminder that $PYPL is eating its own Shares"  
[X Link](https://x.com/nataninvesting/status/1977834079346426353) [@nataninvesting](/creator/x/nataninvesting) 2025-10-13T20:29Z 31.4K followers, 111.9K engagements


"I think $PYPL will easily outperform S&P500 in the next X years"  
[X Link](https://x.com/nataninvesting/status/1978187662230999478) [@nataninvesting](/creator/x/nataninvesting) 2025-10-14T19:54Z 31.4K followers, 36.2K engagements


"I absolutely need to short this thing. $HIMS I'll do it at $70"  
[X Link](https://x.com/nataninvesting/status/1978782242089390087) [@nataninvesting](/creator/x/nataninvesting) 2025-10-16T11:17Z 31.4K followers, 114.7K engagements


"$PYPL is extremely cheap. Its back to the same multiple it had when the stock was at $XX. I dont think 12x is a fair PE for the company but its perfect for the buyback plan"  
[X Link](https://x.com/nataninvesting/status/1979162969842831496) [@nataninvesting](/creator/x/nataninvesting) 2025-10-17T12:29Z 31.4K followers, 38.8K engagements


"2) Regeneron $REGN One of the best biotechs ever. The company reinvests XX% of revenue in R&D and excluding that it trades at just 5x EV/FCF. The market assumes those investments will never pay off the track record says otherwise. Natan's fair value: $XXX (+36%)"  
[X Link](https://x.com/nataninvesting/status/1979884736865796522) [@nataninvesting](/creator/x/nataninvesting) 2025-10-19T12:18Z 31.4K followers, 11.8K engagements


"4) Pinduoduo $PDD The greatest startup ever. Ten years ago this e-commerce didnt even exist now it sells $600B in products and generates $15B in annual FCF. Youd think its expensive but it trades at just 10x EV/FCF. Natan's fair value: $XXX (+37%)"  
[X Link](https://x.com/nataninvesting/status/1979884753991143757) [@nataninvesting](/creator/x/nataninvesting) 2025-10-19T12:18Z 31.4K followers, 14.8K engagements


"@StockOptionsGuy Buyback: 6B SBC: 1.1B (3% of revenue) Shares are down X% y/y Imo SBC are not high"  
[X Link](https://x.com/nataninvesting/status/1980715684868112819) [@nataninvesting](/creator/x/nataninvesting) 2025-10-21T19:19Z 31.4K followers, XXX engagements


"$ISRG reported an impressive Q3🤯 Procedures +20% y/y XXX system placed Revenue +23% y/y (acceleration) Net Income +30% y/y $1.9B share repurchased (a strong signal that management considered stock undervalued at $450-500) Not much to say: best medtech ever"  
[X Link](https://x.com/nataninvesting/status/1980735974473670670) [@nataninvesting](/creator/x/nataninvesting) 2025-10-21T20:40Z 31.4K followers, 8825 engagements