#  @stock_unlock Stock Unlock Stock Unlock posts on X about business, in the, cash flow, flow the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1453847659278581760/interactions)  - [--] Week [------] +4,413% - [--] Month [------] +3,119% - [--] Months [-------] -51% - [--] Year [---------] +265% ### Mentions: [--] [#](/creator/twitter::1453847659278581760/posts_active)  - [--] Month [--] -77% - [--] Months [---] -9.90% - [--] Year [---] +11% ### Followers: [-----] [#](/creator/twitter::1453847659278581760/followers)  - [--] Week [-----] +0.96% - [--] Month [-----] +1.10% - [--] Months [-----] +13% - [--] Year [-----] +137% ### CreatorRank: [-------] [#](/creator/twitter::1453847659278581760/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 70% [finance](/list/finance) 36.36% [technology brands](/list/technology-brands) 25.45% [countries](/list/countries) 10% [cryptocurrencies](/list/cryptocurrencies) #5708 [financial services](/list/financial-services) 1.82% [social networks](/list/social-networks) 1.82% [luxury brands](/list/luxury-brands) 1.82% [travel destinations](/list/travel-destinations) 0.91% [exchanges](/list/exchanges) 0.91% **Social topic influence** [business](/topic/business) 12.73%, [in the](/topic/in-the) 11.82%, [cash flow](/topic/cash-flow) #156, [flow](/topic/flow) #2115, [ai](/topic/ai) 10%, [$googl](/topic/$googl) 9.09%, [$bn](/topic/$bn) 7.27%, [market](/topic/market) 7.27%, [stocks](/topic/stocks) #1532, [growth](/topic/growth) #2759 **Top accounts mentioned or mentioned by** [@jakemruth](/creator/undefined) [@apollo_21mil](/creator/undefined) [@bjmtweets](/creator/undefined) [@yagues92](/creator/undefined) [@b_cena56](/creator/undefined) [@dividenddudex](/creator/undefined) [@kobeissiletter](/creator/undefined) [@piggysensei2](/creator/undefined) [@abhayh17](/creator/undefined) [@bagholderiq](/creator/undefined) [@pmogga](/creator/undefined) [@dixongeecapital](/creator/undefined) [@findleysfinance](/creator/undefined) [@hytenzxt](/creator/undefined) [@lylehender56329](/creator/undefined) [@vikianush](/creator/undefined) [@a1sauce963](/creator/undefined) [@widemoatczar](/creator/undefined) [@pandaquantai](/creator/undefined) [@davidmuoo](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Brookfield Corporation (BN)](/topic/$bn) [Msci Inc (MSCI)](/topic/$msci) [MercadoLibre Inc (MELI)](/topic/$meli) [NuCypher (NU)](/topic/$nu) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Waste Connections, Inc. (WCN)](/topic/waste-connections) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Mastercard, Inc. (MA)](/topic/$ma) [Metadium (META)](/topic/$meta) [Adobe, Inc. (ADBE)](/topic/$adbe) [UnitedHealth Group (UNH)](/topic/$unh) [Born in [--] (19)](/topic/$19) [4 (FOUR)](/topic/$four) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [ELYSIA (EL)](/topic/$el) [Ferguson plc (FERG)](/topic/$ferg) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Dave Inc. (DAVE)](/topic/$dave) [Microsoft Corp. (MSFT)](/topic/microsoft) [Advanced Micro Devices (AMD)](/topic/$amd) [UiPath, Inc. (PATH)](/topic/$path) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [CatCoin (CAT)](/topic/$cat) [Decentral Games (DG)](/topic/$dg) [Moon Tropica (CAH)](/topic/$cah) ### Top Social Posts Top posts by engagements in the last [--] hours "Is $CSU undervalued here Our proprietary valuation model thinks so" [X Link](https://x.com/stock_unlock/status/2022109063908405551) 2026-02-13T00:42Z [----] followers, [----] engagements "What's fair value for a company with 94% retention rates and one of the strongest subscription businesses out there MSCI now trades at a 3.3% FCF yield and less than 30x forward earnings $MSCI" [X Link](https://x.com/stock_unlock/status/1996314747692798354) 2025-12-03T20:25Z [----] followers, [----] engagements "How Does This Create More Opportunities for Active Investors Again there are fewer and fewer investors doing fundamental work. Stocks that do not fit into the current narratives fall faster and harder than before. Back in [----] Ferguson (FERG) was in the process of moving its primary listing from the London Stock Exchange to New York. As it was de-listed in London U.K. passive funds that were not allowed to U.S. stocks sold the stock. At the same time U.S. funds could not buy Ferguson stock right away because the stock was not added to the index right away. This sent the stock in a 35%" [X Link](https://x.com/stock_unlock/status/2018379238525784188) 2026-02-02T17:41Z [----] followers, [--] engagements "What Opportunities Are There Today Software stocks have sold off significantly over the past year. The most notable name that comes to mind is Constellation Software because the narrative around the stock quickly changed due to the threat from AI. What investors have to remember is that many of these software stocks were trading at high multiples so a 30-40% drawdown does not mean much. I think it is important to emphasize that Sandler is not simply saying to act contrarian and buy what the market is selling. To truly take advantage of this change in market structure the selloff has to become" [X Link](https://x.com/stock_unlock/status/2018379240786522619) 2026-02-02T17:41Z [----] followers, [---] engagements "Conclusion A helpful way to think about this change in market structure is Why are investors selling this stock Selling pressure is increasingly coming from passive flows and thematic investors who sell for reasons not related to the individual businesses. That creates opportunities. At the same time the business has to be good enough to actually deserve a re-rating when the narrative or momentum changes. The current market structure punishes to a larger degree companies that take short-term hits to earnings in exchange for long-term growth and the drawdowns are more painful because they can" [X Link](https://x.com/stock_unlock/status/2018379243051524389) 2026-02-02T17:41Z [----] followers, [---] engagements "$HIMS insider sales Noise or signal" [X Link](https://x.com/stock_unlock/status/2021981913171603591) 2026-02-12T16:17Z [----] followers, [---] engagements "The "Adjusted" Illusion The most basic red flag in modern investing is the management team that refuses to discuss GAAP (Generally Accepted Accounting Principles) numbers. In [----] investor presentations are increasingly filled with "Accounting Gymnastics" metrics like Adjusted EBITDA "Community Adjusted" margins or "Non-GAAP" Operating Income that conveniently remove the most significant costs of running the business. The problem is when management ignores GAAP they are hiding the true cost of metrics like Stock-Based Compensation (SBC). By labeling SBC as a "non-cash one-time expense" they" [X Link](https://x.com/stock_unlock/status/2021629300307636686) 2026-02-11T16:55Z [----] followers, [--] engagements "How to Avoid Investing Traps A thread 🧵👇" [X Link](https://x.com/stock_unlock/status/2021629297614819504) 2026-02-11T16:55Z [----] followers, [---] engagements "$PGY vs $UPST vs $DAVE revenue growth Which fintech is the better buy Current P/S valuations are: Pagaya = .8 Upstart = [--] Dave = 4.6" [X Link](https://x.com/stock_unlock/status/2022119535470616979) 2026-02-13T01:24Z [----] followers, [----] engagements "$BN is the AI stock nobody is talking about (yet) Bruce Flatt and Nick Goodman discussed their AI initiatives yesterday: "Increasingly we are partnering with the highest quality organizations on large-scale sophisticated projects that are critical to both national and corporate priorities. Recently that has included partnerships with NVIDIA Microsoft JP Morgan the United States French Swedish and Qatar governments among others." "We are in the very early stages of the build-out of supporting the growth of AI and this revolution." Brookfield's infrastructure revenue is already up 250% since" [X Link](https://x.com/stock_unlock/status/2022253724362833960) 2026-02-13T10:17Z [----] followers, [----] engagements "$AMD Data Center Revenue is up 781% since [----] And this is on the back of CPU demand What happens when their GPU rack scale solution launches this year 🫣" [X Link](https://x.com/stock_unlock/status/2022293985423999466) 2026-02-13T12:57Z [----] followers, [----] engagements "$PATH subscription revenue has a 33% CAGR since [----] Is RPA really a dying business Looks great here" [X Link](https://x.com/stock_unlock/status/2022457487962829103) 2026-02-13T23:46Z [----] followers, [----] engagements "$MELI has scheduled their earnings call for February [--] [----] They are compounding operating cash flow by 40% per year and trading at a P/OCF of 10" [X Link](https://x.com/stock_unlock/status/2022464892398411904) 2026-02-14T00:16Z [----] followers, [----] engagements "$LMND's revenue has grown twice as fast as claims over the past year The unit economics are scaling" [X Link](https://x.com/stock_unlock/status/2022481295897759998) 2026-02-14T01:21Z [----] followers, 14.2K engagements "$GOOG looking expensive here Our proprietary valuation model is flagging it as highly overvalued based on current fundamentals. Last spring Google had an undervalued rating then went on a 100%+ run" [X Link](https://x.com/stock_unlock/status/2022827829747134934) 2026-02-15T00:18Z [----] followers, [----] engagements "$NU is generating 300% more revenue per customer than it did in [----] Meanwhile the cost to serve each customer has gone down 18% A winning combination" [X Link](https://x.com/stock_unlock/status/2022838067061756150) 2026-02-15T00:59Z [----] followers, [----] engagements "$PLTR is currently trading at a multiple 3x higher than $MSFT was at the absolute height of the [----] bubble. Is this a new paradigm or is history rhyming" [X Link](https://x.com/stock_unlock/status/2022852567177281991) 2026-02-15T01:56Z [----] followers, [----] engagements "$UBER over the past [--] years: Mobility bookings up 266% Delivery bookings up 200% US revenue up 300% LATAM revenue up 157% EMEA revenue up 684% Asia revenue up 411% Trading at a P/FCF of [--] is this a buy" [X Link](https://x.com/stock_unlock/status/2022926176097047026) 2026-02-15T06:49Z [----] followers, 12.5K engagements "Sometimes dividend stocks are the best investment These [--] have significantly outperformed the market over the past year [--]. Caterpillar $CAT - Share Price up 118% y/y Order backlog is up 70% y/y" [X Link](https://x.com/stock_unlock/status/2022988072221397218) 2026-02-15T10:55Z [----] followers, 12.2K engagements "2. Dollar General $DG - Share Price up 105% y/y Margins have started to stabilize and improve after a brutal selloff" [X Link](https://x.com/stock_unlock/status/2022988076944154648) 2026-02-15T10:55Z [----] followers, [----] engagements "3. Cardinal Health $CAH - Share Price up 75% y/y Growing at a record TTM FCF" [X Link](https://x.com/stock_unlock/status/2022988081671151896) 2026-02-15T10:55Z [----] followers, [----] engagements "4. L3Harris Technologies $LHX - Share Price up 76% y/y Aerojet Rocketdyne revenue growing at a 25% CAGR" [X Link](https://x.com/stock_unlock/status/2022988085756400058) 2026-02-15T10:55Z [----] followers, [----] engagements "5. Cummins $CMI - Share Price up 58% y/y Showing consistent growth in power systems and distribution revenue" [X Link](https://x.com/stock_unlock/status/2022988089883595064) 2026-02-15T10:55Z [----] followers, [----] engagements "$CSU might be one of the most underappreciated stocks in the whole market right now How will this dip be viewed in a few years time" [X Link](https://x.com/stock_unlock/status/2023044631945261122) 2026-02-15T14:40Z [----] followers, [----] engagements "$TSM is up 57% since Jensen Huang said: "Anybody who wants to buy TSMC stock is a very smart person." In the past two years the business has: Increased revenue by 67% Increased operating margins by 30% Increased operating income by 117%" [X Link](https://x.com/stock_unlock/status/2023191886450864243) 2026-02-16T00:25Z [----] followers, [---] engagements "$DUOL revenue has grown at a 57% CAGR since [----] It is currently selling at a P/FCF of 14" [X Link](https://x.com/stock_unlock/status/2022210898497335392) 2026-02-13T07:27Z [----] followers, 11.6K engagements "$AMZN Amazon over the past [--] years: Operating Cash Flow +156% Net Income +1709% P/OCF valuation down 33.25% Currently trading at a record low P/OCF not seen since [----] Great Recession. Are we looking at the best setup in big tech" [X Link](https://x.com/stock_unlock/status/2022822254304952439) 2026-02-14T23:56Z [----] followers, [----] engagements "$HOOD is compounding ARPU at a 42% CAGR Q4'22: $66 Q4'25: $191 Up 189% in [--] years. The Gold flywheel is working Subscribers +58% YoY to 4.2M Gold Card spend already hitting $10B run-rate They are now monetizing spend saving and investing" [X Link](https://x.com/stock_unlock/status/2023256781519229309) 2026-02-16T04:43Z [----] followers, [--] engagements "With Warren Buffett's announcement to step down as Berkshire CEO at year's end take a moment to appreciate the best to ever do it 19.9% CAGR between [----] and [----] The undisputed 🐐" [X Link](https://x.com/stock_unlock/status/1918729635916902647) 2025-05-03T18:09Z [----] followers, [----] engagements "Only [--] U.S. businesses satisfy the following criteria: ROIC 20% FCF Growth (5-yr CAGR) 12% Shares Outstanding (5-yr CAGR) -1% $META $GOOGL $KLAC $SFM $MA" [X Link](https://x.com/stock_unlock/status/1919825742646673601) 2025-05-06T18:45Z [----] followers, [----] engagements "Polen Capital: "We view Adyen as an attractive capital-light highly cash-generative tollbooth business model with room for significant share gains in one of the largest Total Addressable Markets." $ADYEY" [X Link](https://x.com/stock_unlock/status/1920494576617373963) 2025-05-08T15:02Z [----] followers, [---] engagements "4. Alphabet (GOOGL) Drawdown: -20.1% FCF Growth (10-yr CAGR): 19.0% ROIC: 28.4% Stock Price (10-yr CAGR): 18.7% Despite a number of fantastic business under its umbrella (e.g. Search YouTube Cloud) and a seemingly reasonable valuation at 16x forward earnings there is quite a bit of pessimism around the company. Most of that is centered around AI concerns and Searchs competitive position. Yet Google Search grew 10% YoY in the most recent quarter. YouTube and Cloud also reported double-digit growth. While the thread from LLMs is legit there is an argument to be made that much of this is priced" [X Link](https://x.com/stock_unlock/status/1923436610173141016) 2025-05-16T17:53Z [----] followers, [---] engagements "5. West Pharmaceutical Services (WST) Drawdown: -56.1% FCF Growth (10-yr CAGR): 17.4% ROIC: 15.7% Stock Price (10-yr CAGR): 14.5% Despite the name West Pharma is not your typical drug-making business. Rather it is a picks-and-shovels company that manufactures components such as seals and syringes for other drug makers. Due to regulatory barriers and patents protecting its equipment West Pharma has a strong competitive position. The stock likely got ahead of itself in the aftermath of the pandemic. Despite the 50% drawdown though the business has delivered 16% compounded annual returns for" [X Link](https://x.com/stock_unlock/status/1923436613683773612) 2025-05-16T17:53Z [----] followers, [---] engagements "10 businesses with historic FCF growth 10% (5-yr CAGR) sorted by FCF margin: $V $QFIN $APP $MA $MSCI $NVDA $ADBE $APA $FICO $NTES" [X Link](https://x.com/stock_unlock/status/1924545691474333908) 2025-05-19T19:20Z [----] followers, [----] engagements "$UNH UnitedHealth insider buying continues Five different executives including the CFO have bought the dip in size over the past week" [X Link](https://x.com/stock_unlock/status/1924831225946222798) 2025-05-20T14:15Z [----] followers, 30.1K engagements "If you had bought Visa in [----] you'd earn around a 13% dividend yield on your original investment On top of that you'd have 1600% of unrealized gains $V" [X Link](https://x.com/anyuser/status/1926363824296206519) 2025-05-24T19:45Z [----] followers, [----] engagements "$CTAS Cintas stock has compounded at more than 26% annually over the past [--] years Boring but renting out uniforms to a million different companies can be pretty profitable" [X Link](https://x.com/stock_unlock/status/1926711112612938202) 2025-05-25T18:45Z [----] followers, [----] engagements "Oscar Health has increased its number of members by 5x since [----] from 400k to [----] million in the most recent quarter $OSCR" [X Link](https://x.com/anyuser/status/1927360392784687541) 2025-05-27T13:45Z [----] followers, [----] engagements "Evolution AB is trading at 10x LTM earnings for the first time ever $EVO.ST $EVVTY" [X Link](https://x.com/stock_unlock/status/1928507951989334084) 2025-05-30T17:45Z [----] followers, [----] engagements "$GOOGL Google's market value and FCF tend to move in sync even when the periods of FCF declines have been short-lived What does this chart look like in [--] year" [X Link](https://x.com/anyuser/status/1930757776730390926) 2025-06-05T22:45Z [----] followers, [----] engagements "Nvidia just casually added $900 billion to its market cap over the past two months $NVDA" [X Link](https://x.com/stock_unlock/status/1932531967356252184) 2025-06-10T20:15Z [----] followers, [----] engagements "$OSCR Net Premiums have essentially doubled every year since [----] Unless something unexpected comes up Oscar Health will cross $10 billion in net premiums next quarter (on a TTM basis)" [X Link](https://x.com/stock_unlock/status/1932871706412265629) 2025-06-11T18:45Z [----] followers, [----] engagements "In the year of AI hype who had "tobacco stock up 80%" on their bingo card $PM" [X Link](https://x.com/stock_unlock/status/1933958869480534398) 2025-06-14T18:45Z [----] followers, [----] engagements "$EVO.ST Evolution stock is +9% today on news that CEO Martin Carlesund has been buying Only one reason to buy 📈" [X Link](https://x.com/stock_unlock/status/1934676095602761765) 2025-06-16T18:15Z [----] followers, [---] engagements "$GOOGL After a +12% rally this past month Google stock is catching back up Still an opportunity" [X Link](https://x.com/stock_unlock/status/1934687671961702432) 2025-06-16T19:01Z [----] followers, [----] engagements "5 Quality International Companies: a thread [--]. Grupo Aeroportuario del Centro Norte $OMAB.MX $OMAB Country: Mexico FCF Growth (10-yr CAGR): 9.1% Stock Price (10-yr CAGR): 17.9% Forward P/E: 14.8x" [X Link](https://x.com/stock_unlock/status/1936118006419275912) 2025-06-20T17:44Z [----] followers, [----] engagements "2. Auto Partner $APR.WA Country: Poland Diluted EPS Growth (9-yr CAGR): 27.4% Stock Price (9-yr CAGR): 27.0% Forward P/E: 7.5x (1 Analyst Estimate)" [X Link](https://x.com/stock_unlock/status/1936118010298655073) 2025-06-20T17:44Z [----] followers, [---] engagements "3. Maruwa Co $5344.T Country: Japan FCF Growth (10-yr CAGR): 27.9% Stock Price (10-yr CAGR): 31.1% Forward P/E: 25.0x" [X Link](https://x.com/stock_unlock/status/1936118013884834271) 2025-06-20T17:44Z [----] followers, [---] engagements "$UBER $GOOGL Waymo on Uber is expanding to Atlanta Uber gross bookings hit $168 billion (TTM) last quarter up more than $100 billion since 2020" [X Link](https://x.com/anyuser/status/1937575198322270655) 2025-06-24T18:15Z [----] followers, [----] engagements "$META is the best-performing stock among Big Tech YTD up 18.9% Any surprises on this list" [X Link](https://x.com/stock_unlock/status/1937869639230349321) 2025-06-25T13:45Z [----] followers, [----] engagements "Alimentation Couche-Tard Q4 Results: Same-Store Inside Sales (U.S.) -0.4% Same-Store Inside Sales (Canada) +3.5% Fuel Volumes (U.S.) -1.9% Fuel Volumes (Canada) +3.7% Diluted EPS -4.2% CFO: "Strong positive results in Canada and Europe" $ATD.TO" [X Link](https://x.com/stock_unlock/status/1937988901915771384) 2025-06-25T21:38Z [----] followers, [---] engagements "$NU Brazil revenues has grown at 95% CAGR since [----] Checks out Nubank is the strongest brand and the 4th most valuable brand in Brazil. https://t.co/Io8d10FUfj Nubank is the strongest brand and the 4th most valuable brand in Brazil. https://t.co/Io8d10FUfj" [X Link](https://x.com/stock_unlock/status/1938228230487425312) 2025-06-26T13:29Z [----] followers, [----] engagements "Couche-Tard has reported [--] straight quarters of negative fuel volumes in its U.S. business segment Meanwhile the Canadian segment is firing on all cylinders $ATD.TO" [X Link](https://x.com/stock_unlock/status/1938307524265980220) 2025-06-26T18:45Z [----] followers, [---] engagements "$GOOGL In the middle of the Search-disrupted-by-AI debate it's easy to forget that Google has two segments with combined revenues of $80 billion while growing double-digits Cloud has also expanded margins significantly since turning EBIT positive in 2023" [X Link](https://x.com/stock_unlock/status/1938681236496752770) 2025-06-27T19:30Z [----] followers, [----] engagements "$MELI MercadoLibre's fintech segment also known as Mercado Pago will likely cross $10 billion in revenues next quarter This segment has grown revenues at a 56.7% CAGR since 2020" [X Link](https://x.com/anyuser/status/1939032300055916825) 2025-06-28T18:45Z [----] followers, [----] engagements "$GOOGL Alphabet still trades at less than 20x trailing earnings Why does the business behind Search YouTube Google Cloud and Waymo trade at a discount to the market" [X Link](https://x.com/stock_unlock/status/1939681577933664280) 2025-06-30T13:45Z [----] followers, [----] engagements "In [----] imagine telling someone Oscar Health would hit $10B in premiums by [----] You'd probably be called crazy because it would require 100% annual growth for [--] years $OSCR hit $9.9 billion (TTM) in premiums last quarter growing at 106% annually over the past [--] years" [X Link](https://x.com/stock_unlock/status/1940859338677199357) 2025-07-03T19:45Z [----] followers, [----] engagements "$ATD.TO Alimentation Couche-Tard the 2nd largest convenience store operator in the world is selling at 18x earnings Diluted EPS has compounded at 12.8% over the past decade" [X Link](https://x.com/stock_unlock/status/1942675556304134624) 2025-07-08T20:02Z [----] followers, [---] engagements "Canadian Quality forward P/E multiples: $EQB.TO Equitable Group: 8.2x $CNQ.TO Canadian Natural: 12.2x $BN Brookfield Corp: 15.3x $ATD.TO Couche-Tard: 16.4x $CNR.TO Canadian National Railway: 16.8x $WCN Waste Connections: 31.3x $DOL.TO Dollarama: 40.8x" [X Link](https://x.com/stock_unlock/status/1942999694181064934) 2025-07-09T17:30Z [----] followers, [----] engagements "Ahead of today's earnings report Alphabet has casually added $250 billion to its market cap over the past month (+15.8%) $GOOGL" [X Link](https://x.com/stock_unlock/status/1948088222644351145) 2025-07-23T18:30Z [----] followers, [----] engagements "Is $MSCI one of the most reasonably priced quality businesses in the market Recurring revenues 94% retention rates and an index segment with 70% operating margins The stock trades near decade-low multiples and less than 30x forward earnings" [X Link](https://x.com/anyuser/status/1948450609600102626) 2025-07-24T18:30Z [----] followers, [----] engagements "1. Waste Connections (WCN) Recurring Revenue Type: Long-Term Contracts Revenue Growth (10-year CAGR): 16.3% Free Cash Flow Growth (10-year CAGR): 22.3% Forward P/E multiple: 31.6x If you look at most of Waste Connections investor material the same few words are repeated - value creation is linked to free cash flow per share growth. That tells you all you need to know regarding management and capital allocation. Part of the business model is to avoid competitive areas and focus on markets where it can be the sole provider. In most of these markets Waste Connections has franchise agreements or" [X Link](https://x.com/stock_unlock/status/1948806704931770626) 2025-07-25T18:05Z [----] followers, [--] engagements "2. Automatic Data Processing (ADP) Recurring Revenue Type: Subscription Revenue Growth (10-year CAGR): 6.5% Free Cash Flow Growth (10-year CAGR): 9.3% Forward P/E multiple: 27.3x ADP is one of those boring businesses that has carved a niche in its industry. Since starting out as one of the first companies to use computers in payroll processing in the 1960s ADP has scaled to a $19 billion (FY24 revenue) business with clients across [---] countries. While the company does not disclose specific data on client retention the number is in the high-90s for its global enterprise segment. That is" [X Link](https://x.com/stock_unlock/status/1948806708866003306) 2025-07-25T18:05Z [----] followers, [--] engagements "3. CrowdStrike (CRWD) Recurring Revenue Type: SaaS Subscription Model Revenue Growth (5-year CAGR): 47.4% Free Cash Flow Growth (5-year CAGR): 44.7% Forward P/E multiple: 123x (not a typo) As opposed to Waste Connections CrowdStrike is a much sexier business riding the tailwinds of increased demand for cyber security. However it has also executed the opportunity really well (despite last years outage that reportedly cost Delta Air Lines $500 million). In the most recent quarter CrowdStrike ended with $4.4 billion in ARR (annualized recurring revenue) and 25% free cash flow margins." [X Link](https://x.com/stock_unlock/status/1948806712951193719) 2025-07-25T18:05Z [----] followers, [--] engagements "4. Amphenol (APH) Recurring Revenue Type: Installed Base Revenue Growth (10-year CAGR): 11.9% Free Cash Flow Growth (10-year CAGR): 12.7% Forward P/E multiple: 38.4x Amphenol is one of those quiet compounders you might not have heard about. Since January [----] the stock has compounded at more than 20% annually. In short Amphenol sells electronic equipment such as antennas and sensors to a variety of industries. Through disciplined M&A Amphenol has acquired more than [--] companies over the past decade across automotive defense and datacom markets among others. That makes the business less" [X Link](https://x.com/stock_unlock/status/1948806717153968632) 2025-07-25T18:05Z [----] followers, [--] engagements "5. Linde PLC (LIN) Recurring Revenue Type: Long-Term Contracts Revenue Growth (10-year CAGR): 10.6% Free Cash Flow Growth (10-year CAGR): 15.6% Forward P/E multiple: 27.2x Linde distributes industrial gases such as oxygen and nitrogen to a wide range of industries including health care energy and food producers. The company goes all the way back to [----]. In an industry where product reliability and safety are critical the customer relationships Linde has built through the years create huge barriers to entry. While contract lengths vary by end markets some can be as long as 15-20 years." [X Link](https://x.com/stock_unlock/status/1948806721583108121) 2025-07-25T18:05Z [----] followers, [----] engagements "8. Ecolab (ECL) Recurring Revenue Type: Consumable Refills Revenue Growth (20-year CAGR): 6.7% Free Cash Flow Growth (20-year CAGR): 9.1% Forward P/E multiple: 33.5x Surprised to hear that Ecolabs customers include Google Disney and Starbucks Most of Ecolabs revenue is tied to water including water treatment and sanitizing. With $16 billion in FY24 revenue and a $76.7 billion market cap its one of those industrials that is everywhere yet fairly unknown. 90%+ of Ecolabs revenue is from consumables. That means products such as chemicals and sanitizers that regularly need to be refilled in" [X Link](https://x.com/stock_unlock/status/1948806746178474236) 2025-07-25T18:05Z [----] followers, [--] engagements "9. CoStar Group (CSGP) Recurring Revenue Type: Subscription Revenue Growth (10-year CAGR): 16.4% Free Cash Flow Growth (10-year CAGR): Negative FCF in [----] (Due To Acquisitions) Forward P/E multiple: 80.6x CoStar stock has compounded at 15% annually over the past decade and 16% annually over a 20-year timeframe. When a business outperforms the market over multiple decades there is clearly some secret sauce that protects the company from competitors. As the owner of LoopNet Apartments dot com and Homes dot com CoStar Group owns a huge amount of proprietary real estate data acquired over" [X Link](https://x.com/stock_unlock/status/1948806758153290062) 2025-07-25T18:05Z [----] followers, [--] engagements "Nvidia's data center revenue is still one of the most insane charts out there $NVDA" [X Link](https://x.com/stock_unlock/status/1949171610323218609) 2025-07-26T18:15Z [----] followers, [----] engagements "What are some of the winners from the EU-US tariff announcement of 15% rates rather than the initial 30%-50% Alcohol and luxury brands the big winners Diageo and Kering earn 40% and 25% respectively of sales in North America $DEO $KER.PA" [X Link](https://x.com/stock_unlock/status/1949835988760449107) 2025-07-28T14:15Z [----] followers, [----] engagements "Trash is cash Waste Management's main segment has now compounded revenues at 10% annually since [----] $WM" [X Link](https://x.com/stock_unlock/status/1949930359501836332) 2025-07-28T20:30Z [----] followers, [----] engagements "What are some stocks today that are in the position Spotify was in [----] Competitively advantaged loyal customers and re-investing into the company only to gush free cash flow in the future $SPOT" [X Link](https://x.com/stock_unlock/status/1950198376190148624) 2025-07-29T14:15Z [----] followers, [----] engagements "Lemonade's customer count and the premiums paid by each customer both continue to rise. The average customer now pays $400 in premiums Not a bad combo $LMND" [X Link](https://x.com/stock_unlock/status/1952795488865989075) 2025-08-05T18:15Z [----] followers, [----] engagements "Uber: "We are committing that at least half of our cash flow generation over the coming years will go to share repurchases" With the new buyback authorization shares outstanding likely peaked at [----] billion in early [----] and should significantly decrease from here $UBER" [X Link](https://x.com/stock_unlock/status/1953535363944726684) 2025-08-07T19:15Z [----] followers, [----] engagements "$BN: "We own or are working to assemble all the pieces of our first seven major AI compute sites which will be built out over the next five years and require around $200 billion of capital" Is Brookfield an underrated pick-and-shovels play in the AI infrastructure race" [X Link](https://x.com/stock_unlock/status/1953875102871040212) 2025-08-08T17:45Z [----] followers, [----] engagements "Shift4 founder and CEO Jared Isaacman has been buying shares in size over the past week $FOUR" [X Link](https://x.com/stock_unlock/status/1955347303214223393) 2025-08-12T19:15Z [----] followers, [----] engagements "$NU Nu Holdings Q2 [----] Revenue +40% Customers +17% Deposits +45% Net Income +42% Customer count is up from [--] million in [----] to [---] million this quarter 📈" [X Link](https://x.com/stock_unlock/status/1956104453548863622) 2025-08-14T21:23Z [----] followers, [----] engagements "Air Canada paused its financial guidance as most flights are grounded due to striking flight attendants The stock is also back to [----] levels Might be best to take Buffett's advice and stay away from airlines 🤷♂ $AC.TO" [X Link](https://x.com/stock_unlock/status/1957861369019339077) 2025-08-19T17:45Z [----] followers, [---] engagements "🔥 Big news at Stock Unlock. Weve completely revamped how we score stocks now powered by a fusion of AI + our own proprietary algorithms. Scores now adapt to each business using the metrics that matter most giving you a fast reliable snapshot of fundamentals you cant find anywhere else. 🧵" [X Link](https://x.com/anyuser/status/1958627374809141719) 2025-08-21T20:28Z [----] followers, [----] engagements "One of Canada's best capital allocators is trading at less than 18x forward earnings Couche-Tard stock is also flat over the past two years With the 7-Eleven news in the rearview mirror is this a good deal $ATD.TO" [X Link](https://x.com/stock_unlock/status/1962593802381590669) 2025-09-01T19:10Z [----] followers, [----] engagements "MercadoLibre's fintech segment which includes Mercado Pago has grown revenues at a 56% CAGR since [----] The segment surpassed $10 billion in TTM revenue this past quarter $MELI For those who follow $MELI - arrived to Argentina to visit family/friends everythings done through Mercado Pago. Groceries Mercado Pago. Transfer money to a friend Mercado Pago. Need to take an Uber Mercado Pago. Go out to the bar with friends and need to pay Mercado Pago. https://t.co/2S4AS8JXMl For those who follow $MELI - arrived to Argentina to visit family/friends everythings done through Mercado Pago. Groceries" [X Link](https://x.com/anyuser/status/1965129260449837091) 2025-09-08T19:05Z [----] followers, [----] engagements "Brookfield Corp at its Investor Day yesterday: "AI infrastructure is a multi-decade deployment opportunityone that could ultimately become the largest business within our platform" $BN" [X Link](https://x.com/stock_unlock/status/1966198807193858257) 2025-09-11T17:55Z [----] followers, [----] engagements "$ADBE Adobe on yesterday's earnings call: "Adobe is the leader in the AI creative applications category.and we have already surpassed our full year AI-first ending ARR target." Is AI a tailwind for Adobe or is this just a bunch of buzzwords to please investors" [X Link](https://x.com/stock_unlock/status/1966497022644510794) 2025-09-12T13:40Z [----] followers, [----] engagements "Which of these two business segments is the most competitively advantaged MSCI's index and S&P Global's indices business both earn EBITDA margins around 70% $MSCI $SPGI" [X Link](https://x.com/anyuser/status/1969462813950091738) 2025-09-20T18:05Z [----] followers, [----] engagements "$EVO.ST Evolution AB continues to buy back shares while the stock is trading at less than 13x earnings Over the past two years shares outstanding have been reduced by about 3.1% annually Any happy shareholders" [X Link](https://x.com/stock_unlock/status/1970912365135921205) 2025-09-24T18:05Z [----] followers, [----] engagements "4 Quality Companies at 52-week lows A thread [--]. Copart $CPRT 10-year FCF growth: 20.8% ROIC: 21.1% Forward P/E: 27.0x" [X Link](https://x.com/stock_unlock/status/1971288268978450730) 2025-09-25T18:58Z [----] followers, [----] engagements "New Constellation Software President Mark Miller made an open market stock purchase the day after he was announced as the successor of Mark Leonard Vote of confidence 💥 $CSU.TO" [X Link](https://x.com/anyuser/status/1971988204245938645) 2025-09-27T17:20Z [----] followers, [----] engagements "$ANET Arista Networks is arguably one of the best pick-and-shovel plays in the AI infrastructure race Product revenues (e.g. switches used in data centers) have grown at a 30% CAGR over the past [--] years The stock is up 27% YTD and trades at around 47x forward earnings" [X Link](https://x.com/stock_unlock/status/1973827825498272039) 2025-10-02T19:10Z [----] followers, [----] engagements "@DividendDude_X Who knows but $OKLO is valued at $19 billion with $0 in revenues 🤷♂" [X Link](https://x.com/stock_unlock/status/1974148020930556069) 2025-10-03T16:22Z [----] followers, [----] engagements "$MELI stock is -13% over the past week and now trades at less than 15x trailing FCF Since [----] free cash flows have increased from less than $1 billion to $7.4 billion over the past twelve months Is MercadoLibre becoming interesting again" [X Link](https://x.com/anyuser/status/1974166306149523482) 2025-10-03T17:35Z [----] followers, [----] engagements "Which of these payment businesses is the best value here $FOUR at 12.4x forward earnings $PYPL at 12.3x forward earnings Both have improved margins in recent years after a few difficult quarters post-2020" [X Link](https://x.com/anyuser/status/1974521144079466981) 2025-10-04T17:05Z [----] followers, [----] engagements "$AMZN Amazon over the past [--] years: Revenue +108% Operating Cash Flow +137% AWS revenue +186% Advertising revenue +215% Stock price +25% One of the better opportunities out there today" [X Link](https://x.com/anyuser/status/1978160122447941818) 2025-10-14T18:05Z [----] followers, 31.2K engagements "$BN Bruce Flatt at Brookfield's Investor Day: "On AI you've seen our slides. This is a $7 trillion opportunity. We're ideally suited because of our power our compute infrastructure our real estate businesses to participate in this." Is Brookfield one of the least discussed AI winners" [X Link](https://x.com/stock_unlock/status/1978889931188531422) 2025-10-16T18:25Z [----] followers, 11.5K engagements "$UNH is casually +50% since the August bottom and now trades at around 15x trailing earnings. That is far below its 10-year average (22x) Is UnitedHealth Group still cheap" [X Link](https://x.com/stock_unlock/status/1979235963483402293) 2025-10-17T17:20Z [----] followers, [----] engagements "$NU: "Nu Mxico announced that it has surpassed [--] million customers in the country a sign of exponential and consistent growth" That means Nu has increased its Mexico customer count by 30% in less than [--] months Is the market underestimating Nu's growth outside of Brazil" [X Link](https://x.com/stock_unlock/status/1980294635751969021) 2025-10-20T15:26Z [----] followers, [----] engagements "@KobeissiLetter Net margins of -50% What a time to be alive" [X Link](https://x.com/stock_unlock/status/1981015271877095595) 2025-10-22T15:10Z [----] followers, [----] engagements "$EVO.ST Ahead of Evolution reporting earnings tomorrow the stock trades at 11x trailing earnings (and a 4.2% dividend yield) That's 60% below its 5-year average multiple of around 30x Too risky or a cheap growth stock" [X Link](https://x.com/stock_unlock/status/1981060483538178533) 2025-10-22T18:10Z [----] followers, [---] engagements "$CSU.TO Lawrence Cunningham the author of The Essays of Warren Buffett is among the Constellation insiders who have bought shares recently Cunningham is also the Vice Chairman of Constellation Software's Board of Directors" [X Link](https://x.com/stock_unlock/status/1982487386371076187) 2025-10-26T16:40Z [----] followers, [----] engagements "$PYPL: "Millions of ChatGPT users will be able to check out instantly using PayPal" After recent partnership announcements with OpenAI and Google where is PayPal's TPVs headed over the next decade" [X Link](https://x.com/stock_unlock/status/1983120924397449326) 2025-10-28T10:37Z [----] followers, [----] engagements "Trash is cash Since Waste Connections started rolling up the industry about a decade ago the company has compounded free cash flows by 25% annually $WCN" [X Link](https://x.com/stock_unlock/status/1987553266385998175) 2025-11-09T16:10Z [----] followers, [---] engagements "Sea Limited Q3 2025: Revenue +38.3% E-commerce GMV +28.4% Financial Services Revenue +60.8% Digital Entertainment Bookings +51% Shopee GMV is up more than 5x since [----] from $5.6 billion to $32.2 billion $SE +42.2% YTD and -3% today" [X Link](https://x.com/stock_unlock/status/1988259965899829414) 2025-11-11T14:58Z [----] followers, [---] engagements "Bruce Flatt today on Brookfield's AI position: "By combining our scale capabilities and global reach with the innovation of leading partners this should position our business at the forefront of one of the most significant technological advances of the coming decades." $BN" [X Link](https://x.com/stock_unlock/status/1989058369944985919) 2025-11-13T19:50Z [----] followers, [----] engagements "Lessons from Buffetts Early Investments A thread 🧵👇" [X Link](https://x.com/stock_unlock/status/2013649085753106457) 2026-01-20T16:25Z [----] followers, [---] engagements "Why Passive Investing is Creating More Opportunities for Active Investors A thread 🧵👇" [X Link](https://x.com/stock_unlock/status/2018379230548197758) 2026-02-02T17:41Z [----] followers, [---] engagements "A New Investor Base What I realized post-GFC markets began to shift away from being largely driven by bottom-up investors to being driven by passive flows thematic investors and investors who were short-term oriented. What I began to notice was that the dislocation from value persisted for longer and wider amounts of time. According to Sandler there are fewer active investors doing fundamental work. Because more capital comes from passive investors (which will continue as index funds get larger) and thematic investors stock prices become less driven by fundamentals. As a result some stocks" [X Link](https://x.com/stock_unlock/status/2018379233480090079) 2026-02-02T17:41Z [----] followers, [--] engagements "Changing Perceptions & How to Take Advantage When Sandler discusses investor perceptions what he really refers to is how the market views a company. In other words the narrative around a company. The best way to understand the concept is probably to look at Sandlers portfolio. Eminence Capital which is run by Sandler has Amazon (AMZN) as its top holdings followed by GitLab (GTLB) and Workiva (WK). Despite Amazons $2.5 trillion market cap the stock regularly goes through phases where investors question its low-margin retail business and cash burn. Amazon has years in which it generates a bunch" [X Link](https://x.com/stock_unlock/status/2018379236055351348) 2026-02-02T17:41Z [----] followers, [--] engagements "Bill Ackman on his position in Brookfield Corp: "We estimate Brookfield will grow distributable earnings which is the companys metric for earnings per share at a mid-teens percentage this year before significantly accelerating the growth rate to as much as 30% in 2026" $BN" [X Link](https://x.com/stock_unlock/status/1966561195478995192) 2025-09-12T17:55Z [----] followers, [----] engagements "$BN Brookfield acquires the remaining portion of Oaktree Capital that it did not already own Howard Marks: "Our partnership with Brookfield has been a great success built on shared values of disciplined investing long-term thinking and integrity."" [X Link](https://x.com/stock_unlock/status/1977712926275342585) 2025-10-13T12:28Z [----] followers, [----] engagements "10 Stocks Down 10% or More Yesterday: $AXP American Express: -10.0% $BA Boeing: -10.5% $TGT Target: -10.9% $BAC Bank of America: -11.1% $SBUX Starbucks: -11.2% $TTD The Trade Desk: -12.8% $DLTR Dollar Tree: -13.3% $NKE Nike: -14.4% $EL Este Lauder: -15.4% $MU Micron: -16.1%" [X Link](https://x.com/stock_unlock/status/1908146283770208431) 2025-04-04T13:15Z [----] followers, [----] engagements "$EL Este Lauder considering a quality company that justified a 40x P/E pre-pandemic just reported declining sales growth for the third year in a row Skin Care -12% Makeup -6% Fragrance 0% Hair Care -10% The stock is in a 76% drawdown since the [----] peak" [X Link](https://x.com/stock_unlock/status/1958159282060603510) 2025-08-20T13:28Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@stock_unlock Stock Unlock
Stock Unlock posts on X about business, in the, cash flow, flow the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [------] +4,413%
- [--] Month [------] +3,119%
- [--] Months [-------] -51%
- [--] Year [---------] +265%
Mentions: [--] #
- [--] Month [--] -77%
- [--] Months [---] -9.90%
- [--] Year [---] +11%
Followers: [-----] #
- [--] Week [-----] +0.96%
- [--] Month [-----] +1.10%
- [--] Months [-----] +13%
- [--] Year [-----] +137%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 70% finance 36.36% technology brands 25.45% countries 10% cryptocurrencies #5708 financial services 1.82% social networks 1.82% luxury brands 1.82% travel destinations 0.91% exchanges 0.91%
Social topic influence business 12.73%, in the 11.82%, cash flow #156, flow #2115, ai 10%, $googl 9.09%, $bn 7.27%, market 7.27%, stocks #1532, growth #2759
Top accounts mentioned or mentioned by @jakemruth @apollo_21mil @bjmtweets @yagues92 @b_cena56 @dividenddudex @kobeissiletter @piggysensei2 @abhayh17 @bagholderiq @pmogga @dixongeecapital @findleysfinance @hytenzxt @lylehender56329 @vikianush @a1sauce963 @widemoatczar @pandaquantai @davidmuoo
Top assets mentioned Alphabet Inc Class A (GOOGL) Brookfield Corporation (BN) Msci Inc (MSCI) MercadoLibre Inc (MELI) NuCypher (NU) Uber Technologies, Inc. (UBER) Waste Connections, Inc. (WCN) Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) Oscar Health, Inc. (OSCR) Mastercard, Inc. (MA) Metadium (META) Adobe, Inc. (ADBE) UnitedHealth Group (UNH) Born in [--] (19) 4 (FOUR) PayPal Holdings Inc (PYPL) ELYSIA (EL) Ferguson plc (FERG) Hims & Hers Health, Inc. (HIMS) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Upstart Holdings, Inc. (UPST) Dave Inc. (DAVE) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) UiPath, Inc. (PATH) Palantir Technologies Inc. (PLTR) CatCoin (CAT) Decentral Games (DG) Moon Tropica (CAH)
Top Social Posts
Top posts by engagements in the last [--] hours
"Is $CSU undervalued here Our proprietary valuation model thinks so"
X Link 2026-02-13T00:42Z [----] followers, [----] engagements
"What's fair value for a company with 94% retention rates and one of the strongest subscription businesses out there MSCI now trades at a 3.3% FCF yield and less than 30x forward earnings $MSCI"
X Link 2025-12-03T20:25Z [----] followers, [----] engagements
"How Does This Create More Opportunities for Active Investors Again there are fewer and fewer investors doing fundamental work. Stocks that do not fit into the current narratives fall faster and harder than before. Back in [----] Ferguson (FERG) was in the process of moving its primary listing from the London Stock Exchange to New York. As it was de-listed in London U.K. passive funds that were not allowed to U.S. stocks sold the stock. At the same time U.S. funds could not buy Ferguson stock right away because the stock was not added to the index right away. This sent the stock in a 35%"
X Link 2026-02-02T17:41Z [----] followers, [--] engagements
"What Opportunities Are There Today Software stocks have sold off significantly over the past year. The most notable name that comes to mind is Constellation Software because the narrative around the stock quickly changed due to the threat from AI. What investors have to remember is that many of these software stocks were trading at high multiples so a 30-40% drawdown does not mean much. I think it is important to emphasize that Sandler is not simply saying to act contrarian and buy what the market is selling. To truly take advantage of this change in market structure the selloff has to become"
X Link 2026-02-02T17:41Z [----] followers, [---] engagements
"Conclusion A helpful way to think about this change in market structure is Why are investors selling this stock Selling pressure is increasingly coming from passive flows and thematic investors who sell for reasons not related to the individual businesses. That creates opportunities. At the same time the business has to be good enough to actually deserve a re-rating when the narrative or momentum changes. The current market structure punishes to a larger degree companies that take short-term hits to earnings in exchange for long-term growth and the drawdowns are more painful because they can"
X Link 2026-02-02T17:41Z [----] followers, [---] engagements
"$HIMS insider sales Noise or signal"
X Link 2026-02-12T16:17Z [----] followers, [---] engagements
"The "Adjusted" Illusion The most basic red flag in modern investing is the management team that refuses to discuss GAAP (Generally Accepted Accounting Principles) numbers. In [----] investor presentations are increasingly filled with "Accounting Gymnastics" metrics like Adjusted EBITDA "Community Adjusted" margins or "Non-GAAP" Operating Income that conveniently remove the most significant costs of running the business. The problem is when management ignores GAAP they are hiding the true cost of metrics like Stock-Based Compensation (SBC). By labeling SBC as a "non-cash one-time expense" they"
X Link 2026-02-11T16:55Z [----] followers, [--] engagements
"How to Avoid Investing Traps A thread 🧵👇"
X Link 2026-02-11T16:55Z [----] followers, [---] engagements
"$PGY vs $UPST vs $DAVE revenue growth Which fintech is the better buy Current P/S valuations are: Pagaya = .8 Upstart = [--] Dave = 4.6"
X Link 2026-02-13T01:24Z [----] followers, [----] engagements
"$BN is the AI stock nobody is talking about (yet) Bruce Flatt and Nick Goodman discussed their AI initiatives yesterday: "Increasingly we are partnering with the highest quality organizations on large-scale sophisticated projects that are critical to both national and corporate priorities. Recently that has included partnerships with NVIDIA Microsoft JP Morgan the United States French Swedish and Qatar governments among others." "We are in the very early stages of the build-out of supporting the growth of AI and this revolution." Brookfield's infrastructure revenue is already up 250% since"
X Link 2026-02-13T10:17Z [----] followers, [----] engagements
"$AMD Data Center Revenue is up 781% since [----] And this is on the back of CPU demand What happens when their GPU rack scale solution launches this year 🫣"
X Link 2026-02-13T12:57Z [----] followers, [----] engagements
"$PATH subscription revenue has a 33% CAGR since [----] Is RPA really a dying business Looks great here"
X Link 2026-02-13T23:46Z [----] followers, [----] engagements
"$MELI has scheduled their earnings call for February [--] [----] They are compounding operating cash flow by 40% per year and trading at a P/OCF of 10"
X Link 2026-02-14T00:16Z [----] followers, [----] engagements
"$LMND's revenue has grown twice as fast as claims over the past year The unit economics are scaling"
X Link 2026-02-14T01:21Z [----] followers, 14.2K engagements
"$GOOG looking expensive here Our proprietary valuation model is flagging it as highly overvalued based on current fundamentals. Last spring Google had an undervalued rating then went on a 100%+ run"
X Link 2026-02-15T00:18Z [----] followers, [----] engagements
"$NU is generating 300% more revenue per customer than it did in [----] Meanwhile the cost to serve each customer has gone down 18% A winning combination"
X Link 2026-02-15T00:59Z [----] followers, [----] engagements
"$PLTR is currently trading at a multiple 3x higher than $MSFT was at the absolute height of the [----] bubble. Is this a new paradigm or is history rhyming"
X Link 2026-02-15T01:56Z [----] followers, [----] engagements
"$UBER over the past [--] years: Mobility bookings up 266% Delivery bookings up 200% US revenue up 300% LATAM revenue up 157% EMEA revenue up 684% Asia revenue up 411% Trading at a P/FCF of [--] is this a buy"
X Link 2026-02-15T06:49Z [----] followers, 12.5K engagements
"Sometimes dividend stocks are the best investment These [--] have significantly outperformed the market over the past year [--]. Caterpillar $CAT - Share Price up 118% y/y Order backlog is up 70% y/y"
X Link 2026-02-15T10:55Z [----] followers, 12.2K engagements
"2. Dollar General $DG - Share Price up 105% y/y Margins have started to stabilize and improve after a brutal selloff"
X Link 2026-02-15T10:55Z [----] followers, [----] engagements
"3. Cardinal Health $CAH - Share Price up 75% y/y Growing at a record TTM FCF"
X Link 2026-02-15T10:55Z [----] followers, [----] engagements
"4. L3Harris Technologies $LHX - Share Price up 76% y/y Aerojet Rocketdyne revenue growing at a 25% CAGR"
X Link 2026-02-15T10:55Z [----] followers, [----] engagements
"5. Cummins $CMI - Share Price up 58% y/y Showing consistent growth in power systems and distribution revenue"
X Link 2026-02-15T10:55Z [----] followers, [----] engagements
"$CSU might be one of the most underappreciated stocks in the whole market right now How will this dip be viewed in a few years time"
X Link 2026-02-15T14:40Z [----] followers, [----] engagements
"$TSM is up 57% since Jensen Huang said: "Anybody who wants to buy TSMC stock is a very smart person." In the past two years the business has: Increased revenue by 67% Increased operating margins by 30% Increased operating income by 117%"
X Link 2026-02-16T00:25Z [----] followers, [---] engagements
"$DUOL revenue has grown at a 57% CAGR since [----] It is currently selling at a P/FCF of 14"
X Link 2026-02-13T07:27Z [----] followers, 11.6K engagements
"$AMZN Amazon over the past [--] years: Operating Cash Flow +156% Net Income +1709% P/OCF valuation down 33.25% Currently trading at a record low P/OCF not seen since [----] Great Recession. Are we looking at the best setup in big tech"
X Link 2026-02-14T23:56Z [----] followers, [----] engagements
"$HOOD is compounding ARPU at a 42% CAGR Q4'22: $66 Q4'25: $191 Up 189% in [--] years. The Gold flywheel is working Subscribers +58% YoY to 4.2M Gold Card spend already hitting $10B run-rate They are now monetizing spend saving and investing"
X Link 2026-02-16T04:43Z [----] followers, [--] engagements
"With Warren Buffett's announcement to step down as Berkshire CEO at year's end take a moment to appreciate the best to ever do it 19.9% CAGR between [----] and [----] The undisputed 🐐"
X Link 2025-05-03T18:09Z [----] followers, [----] engagements
"Only [--] U.S. businesses satisfy the following criteria: ROIC 20% FCF Growth (5-yr CAGR) 12% Shares Outstanding (5-yr CAGR) -1% $META $GOOGL $KLAC $SFM $MA"
X Link 2025-05-06T18:45Z [----] followers, [----] engagements
"Polen Capital: "We view Adyen as an attractive capital-light highly cash-generative tollbooth business model with room for significant share gains in one of the largest Total Addressable Markets." $ADYEY"
X Link 2025-05-08T15:02Z [----] followers, [---] engagements
"4. Alphabet (GOOGL) Drawdown: -20.1% FCF Growth (10-yr CAGR): 19.0% ROIC: 28.4% Stock Price (10-yr CAGR): 18.7% Despite a number of fantastic business under its umbrella (e.g. Search YouTube Cloud) and a seemingly reasonable valuation at 16x forward earnings there is quite a bit of pessimism around the company. Most of that is centered around AI concerns and Searchs competitive position. Yet Google Search grew 10% YoY in the most recent quarter. YouTube and Cloud also reported double-digit growth. While the thread from LLMs is legit there is an argument to be made that much of this is priced"
X Link 2025-05-16T17:53Z [----] followers, [---] engagements
"5. West Pharmaceutical Services (WST) Drawdown: -56.1% FCF Growth (10-yr CAGR): 17.4% ROIC: 15.7% Stock Price (10-yr CAGR): 14.5% Despite the name West Pharma is not your typical drug-making business. Rather it is a picks-and-shovels company that manufactures components such as seals and syringes for other drug makers. Due to regulatory barriers and patents protecting its equipment West Pharma has a strong competitive position. The stock likely got ahead of itself in the aftermath of the pandemic. Despite the 50% drawdown though the business has delivered 16% compounded annual returns for"
X Link 2025-05-16T17:53Z [----] followers, [---] engagements
"10 businesses with historic FCF growth 10% (5-yr CAGR) sorted by FCF margin: $V $QFIN $APP $MA $MSCI $NVDA $ADBE $APA $FICO $NTES"
X Link 2025-05-19T19:20Z [----] followers, [----] engagements
"$UNH UnitedHealth insider buying continues Five different executives including the CFO have bought the dip in size over the past week"
X Link 2025-05-20T14:15Z [----] followers, 30.1K engagements
"If you had bought Visa in [----] you'd earn around a 13% dividend yield on your original investment On top of that you'd have 1600% of unrealized gains $V"
X Link 2025-05-24T19:45Z [----] followers, [----] engagements
"$CTAS Cintas stock has compounded at more than 26% annually over the past [--] years Boring but renting out uniforms to a million different companies can be pretty profitable"
X Link 2025-05-25T18:45Z [----] followers, [----] engagements
"Oscar Health has increased its number of members by 5x since [----] from 400k to [----] million in the most recent quarter $OSCR"
X Link 2025-05-27T13:45Z [----] followers, [----] engagements
"Evolution AB is trading at 10x LTM earnings for the first time ever $EVO.ST $EVVTY"
X Link 2025-05-30T17:45Z [----] followers, [----] engagements
"$GOOGL Google's market value and FCF tend to move in sync even when the periods of FCF declines have been short-lived What does this chart look like in [--] year"
X Link 2025-06-05T22:45Z [----] followers, [----] engagements
"Nvidia just casually added $900 billion to its market cap over the past two months $NVDA"
X Link 2025-06-10T20:15Z [----] followers, [----] engagements
"$OSCR Net Premiums have essentially doubled every year since [----] Unless something unexpected comes up Oscar Health will cross $10 billion in net premiums next quarter (on a TTM basis)"
X Link 2025-06-11T18:45Z [----] followers, [----] engagements
"In the year of AI hype who had "tobacco stock up 80%" on their bingo card $PM"
X Link 2025-06-14T18:45Z [----] followers, [----] engagements
"$EVO.ST Evolution stock is +9% today on news that CEO Martin Carlesund has been buying Only one reason to buy 📈"
X Link 2025-06-16T18:15Z [----] followers, [---] engagements
"$GOOGL After a +12% rally this past month Google stock is catching back up Still an opportunity"
X Link 2025-06-16T19:01Z [----] followers, [----] engagements
"5 Quality International Companies: a thread [--]. Grupo Aeroportuario del Centro Norte $OMAB.MX $OMAB Country: Mexico FCF Growth (10-yr CAGR): 9.1% Stock Price (10-yr CAGR): 17.9% Forward P/E: 14.8x"
X Link 2025-06-20T17:44Z [----] followers, [----] engagements
"2. Auto Partner $APR.WA Country: Poland Diluted EPS Growth (9-yr CAGR): 27.4% Stock Price (9-yr CAGR): 27.0% Forward P/E: 7.5x (1 Analyst Estimate)"
X Link 2025-06-20T17:44Z [----] followers, [---] engagements
"3. Maruwa Co $5344.T Country: Japan FCF Growth (10-yr CAGR): 27.9% Stock Price (10-yr CAGR): 31.1% Forward P/E: 25.0x"
X Link 2025-06-20T17:44Z [----] followers, [---] engagements
"$UBER $GOOGL Waymo on Uber is expanding to Atlanta Uber gross bookings hit $168 billion (TTM) last quarter up more than $100 billion since 2020"
X Link 2025-06-24T18:15Z [----] followers, [----] engagements
"$META is the best-performing stock among Big Tech YTD up 18.9% Any surprises on this list"
X Link 2025-06-25T13:45Z [----] followers, [----] engagements
"Alimentation Couche-Tard Q4 Results: Same-Store Inside Sales (U.S.) -0.4% Same-Store Inside Sales (Canada) +3.5% Fuel Volumes (U.S.) -1.9% Fuel Volumes (Canada) +3.7% Diluted EPS -4.2% CFO: "Strong positive results in Canada and Europe" $ATD.TO"
X Link 2025-06-25T21:38Z [----] followers, [---] engagements
"$NU Brazil revenues has grown at 95% CAGR since [----] Checks out Nubank is the strongest brand and the 4th most valuable brand in Brazil. https://t.co/Io8d10FUfj Nubank is the strongest brand and the 4th most valuable brand in Brazil. https://t.co/Io8d10FUfj"
X Link 2025-06-26T13:29Z [----] followers, [----] engagements
"Couche-Tard has reported [--] straight quarters of negative fuel volumes in its U.S. business segment Meanwhile the Canadian segment is firing on all cylinders $ATD.TO"
X Link 2025-06-26T18:45Z [----] followers, [---] engagements
"$GOOGL In the middle of the Search-disrupted-by-AI debate it's easy to forget that Google has two segments with combined revenues of $80 billion while growing double-digits Cloud has also expanded margins significantly since turning EBIT positive in 2023"
X Link 2025-06-27T19:30Z [----] followers, [----] engagements
"$MELI MercadoLibre's fintech segment also known as Mercado Pago will likely cross $10 billion in revenues next quarter This segment has grown revenues at a 56.7% CAGR since 2020"
X Link 2025-06-28T18:45Z [----] followers, [----] engagements
"$GOOGL Alphabet still trades at less than 20x trailing earnings Why does the business behind Search YouTube Google Cloud and Waymo trade at a discount to the market"
X Link 2025-06-30T13:45Z [----] followers, [----] engagements
"In [----] imagine telling someone Oscar Health would hit $10B in premiums by [----] You'd probably be called crazy because it would require 100% annual growth for [--] years $OSCR hit $9.9 billion (TTM) in premiums last quarter growing at 106% annually over the past [--] years"
X Link 2025-07-03T19:45Z [----] followers, [----] engagements
"$ATD.TO Alimentation Couche-Tard the 2nd largest convenience store operator in the world is selling at 18x earnings Diluted EPS has compounded at 12.8% over the past decade"
X Link 2025-07-08T20:02Z [----] followers, [---] engagements
"Canadian Quality forward P/E multiples: $EQB.TO Equitable Group: 8.2x $CNQ.TO Canadian Natural: 12.2x $BN Brookfield Corp: 15.3x $ATD.TO Couche-Tard: 16.4x $CNR.TO Canadian National Railway: 16.8x $WCN Waste Connections: 31.3x $DOL.TO Dollarama: 40.8x"
X Link 2025-07-09T17:30Z [----] followers, [----] engagements
"Ahead of today's earnings report Alphabet has casually added $250 billion to its market cap over the past month (+15.8%) $GOOGL"
X Link 2025-07-23T18:30Z [----] followers, [----] engagements
"Is $MSCI one of the most reasonably priced quality businesses in the market Recurring revenues 94% retention rates and an index segment with 70% operating margins The stock trades near decade-low multiples and less than 30x forward earnings"
X Link 2025-07-24T18:30Z [----] followers, [----] engagements
"1. Waste Connections (WCN) Recurring Revenue Type: Long-Term Contracts Revenue Growth (10-year CAGR): 16.3% Free Cash Flow Growth (10-year CAGR): 22.3% Forward P/E multiple: 31.6x If you look at most of Waste Connections investor material the same few words are repeated - value creation is linked to free cash flow per share growth. That tells you all you need to know regarding management and capital allocation. Part of the business model is to avoid competitive areas and focus on markets where it can be the sole provider. In most of these markets Waste Connections has franchise agreements or"
X Link 2025-07-25T18:05Z [----] followers, [--] engagements
"2. Automatic Data Processing (ADP) Recurring Revenue Type: Subscription Revenue Growth (10-year CAGR): 6.5% Free Cash Flow Growth (10-year CAGR): 9.3% Forward P/E multiple: 27.3x ADP is one of those boring businesses that has carved a niche in its industry. Since starting out as one of the first companies to use computers in payroll processing in the 1960s ADP has scaled to a $19 billion (FY24 revenue) business with clients across [---] countries. While the company does not disclose specific data on client retention the number is in the high-90s for its global enterprise segment. That is"
X Link 2025-07-25T18:05Z [----] followers, [--] engagements
"3. CrowdStrike (CRWD) Recurring Revenue Type: SaaS Subscription Model Revenue Growth (5-year CAGR): 47.4% Free Cash Flow Growth (5-year CAGR): 44.7% Forward P/E multiple: 123x (not a typo) As opposed to Waste Connections CrowdStrike is a much sexier business riding the tailwinds of increased demand for cyber security. However it has also executed the opportunity really well (despite last years outage that reportedly cost Delta Air Lines $500 million). In the most recent quarter CrowdStrike ended with $4.4 billion in ARR (annualized recurring revenue) and 25% free cash flow margins."
X Link 2025-07-25T18:05Z [----] followers, [--] engagements
"4. Amphenol (APH) Recurring Revenue Type: Installed Base Revenue Growth (10-year CAGR): 11.9% Free Cash Flow Growth (10-year CAGR): 12.7% Forward P/E multiple: 38.4x Amphenol is one of those quiet compounders you might not have heard about. Since January [----] the stock has compounded at more than 20% annually. In short Amphenol sells electronic equipment such as antennas and sensors to a variety of industries. Through disciplined M&A Amphenol has acquired more than [--] companies over the past decade across automotive defense and datacom markets among others. That makes the business less"
X Link 2025-07-25T18:05Z [----] followers, [--] engagements
"5. Linde PLC (LIN) Recurring Revenue Type: Long-Term Contracts Revenue Growth (10-year CAGR): 10.6% Free Cash Flow Growth (10-year CAGR): 15.6% Forward P/E multiple: 27.2x Linde distributes industrial gases such as oxygen and nitrogen to a wide range of industries including health care energy and food producers. The company goes all the way back to [----]. In an industry where product reliability and safety are critical the customer relationships Linde has built through the years create huge barriers to entry. While contract lengths vary by end markets some can be as long as 15-20 years."
X Link 2025-07-25T18:05Z [----] followers, [----] engagements
"8. Ecolab (ECL) Recurring Revenue Type: Consumable Refills Revenue Growth (20-year CAGR): 6.7% Free Cash Flow Growth (20-year CAGR): 9.1% Forward P/E multiple: 33.5x Surprised to hear that Ecolabs customers include Google Disney and Starbucks Most of Ecolabs revenue is tied to water including water treatment and sanitizing. With $16 billion in FY24 revenue and a $76.7 billion market cap its one of those industrials that is everywhere yet fairly unknown. 90%+ of Ecolabs revenue is from consumables. That means products such as chemicals and sanitizers that regularly need to be refilled in"
X Link 2025-07-25T18:05Z [----] followers, [--] engagements
"9. CoStar Group (CSGP) Recurring Revenue Type: Subscription Revenue Growth (10-year CAGR): 16.4% Free Cash Flow Growth (10-year CAGR): Negative FCF in [----] (Due To Acquisitions) Forward P/E multiple: 80.6x CoStar stock has compounded at 15% annually over the past decade and 16% annually over a 20-year timeframe. When a business outperforms the market over multiple decades there is clearly some secret sauce that protects the company from competitors. As the owner of LoopNet Apartments dot com and Homes dot com CoStar Group owns a huge amount of proprietary real estate data acquired over"
X Link 2025-07-25T18:05Z [----] followers, [--] engagements
"Nvidia's data center revenue is still one of the most insane charts out there $NVDA"
X Link 2025-07-26T18:15Z [----] followers, [----] engagements
"What are some of the winners from the EU-US tariff announcement of 15% rates rather than the initial 30%-50% Alcohol and luxury brands the big winners Diageo and Kering earn 40% and 25% respectively of sales in North America $DEO $KER.PA"
X Link 2025-07-28T14:15Z [----] followers, [----] engagements
"Trash is cash Waste Management's main segment has now compounded revenues at 10% annually since [----] $WM"
X Link 2025-07-28T20:30Z [----] followers, [----] engagements
"What are some stocks today that are in the position Spotify was in [----] Competitively advantaged loyal customers and re-investing into the company only to gush free cash flow in the future $SPOT"
X Link 2025-07-29T14:15Z [----] followers, [----] engagements
"Lemonade's customer count and the premiums paid by each customer both continue to rise. The average customer now pays $400 in premiums Not a bad combo $LMND"
X Link 2025-08-05T18:15Z [----] followers, [----] engagements
"Uber: "We are committing that at least half of our cash flow generation over the coming years will go to share repurchases" With the new buyback authorization shares outstanding likely peaked at [----] billion in early [----] and should significantly decrease from here $UBER"
X Link 2025-08-07T19:15Z [----] followers, [----] engagements
"$BN: "We own or are working to assemble all the pieces of our first seven major AI compute sites which will be built out over the next five years and require around $200 billion of capital" Is Brookfield an underrated pick-and-shovels play in the AI infrastructure race"
X Link 2025-08-08T17:45Z [----] followers, [----] engagements
"Shift4 founder and CEO Jared Isaacman has been buying shares in size over the past week $FOUR"
X Link 2025-08-12T19:15Z [----] followers, [----] engagements
"$NU Nu Holdings Q2 [----] Revenue +40% Customers +17% Deposits +45% Net Income +42% Customer count is up from [--] million in [----] to [---] million this quarter 📈"
X Link 2025-08-14T21:23Z [----] followers, [----] engagements
"Air Canada paused its financial guidance as most flights are grounded due to striking flight attendants The stock is also back to [----] levels Might be best to take Buffett's advice and stay away from airlines 🤷♂ $AC.TO"
X Link 2025-08-19T17:45Z [----] followers, [---] engagements
"🔥 Big news at Stock Unlock. Weve completely revamped how we score stocks now powered by a fusion of AI + our own proprietary algorithms. Scores now adapt to each business using the metrics that matter most giving you a fast reliable snapshot of fundamentals you cant find anywhere else. 🧵"
X Link 2025-08-21T20:28Z [----] followers, [----] engagements
"One of Canada's best capital allocators is trading at less than 18x forward earnings Couche-Tard stock is also flat over the past two years With the 7-Eleven news in the rearview mirror is this a good deal $ATD.TO"
X Link 2025-09-01T19:10Z [----] followers, [----] engagements
"MercadoLibre's fintech segment which includes Mercado Pago has grown revenues at a 56% CAGR since [----] The segment surpassed $10 billion in TTM revenue this past quarter $MELI For those who follow $MELI - arrived to Argentina to visit family/friends everythings done through Mercado Pago. Groceries Mercado Pago. Transfer money to a friend Mercado Pago. Need to take an Uber Mercado Pago. Go out to the bar with friends and need to pay Mercado Pago. https://t.co/2S4AS8JXMl For those who follow $MELI - arrived to Argentina to visit family/friends everythings done through Mercado Pago. Groceries"
X Link 2025-09-08T19:05Z [----] followers, [----] engagements
"Brookfield Corp at its Investor Day yesterday: "AI infrastructure is a multi-decade deployment opportunityone that could ultimately become the largest business within our platform" $BN"
X Link 2025-09-11T17:55Z [----] followers, [----] engagements
"$ADBE Adobe on yesterday's earnings call: "Adobe is the leader in the AI creative applications category.and we have already surpassed our full year AI-first ending ARR target." Is AI a tailwind for Adobe or is this just a bunch of buzzwords to please investors"
X Link 2025-09-12T13:40Z [----] followers, [----] engagements
"Which of these two business segments is the most competitively advantaged MSCI's index and S&P Global's indices business both earn EBITDA margins around 70% $MSCI $SPGI"
X Link 2025-09-20T18:05Z [----] followers, [----] engagements
"$EVO.ST Evolution AB continues to buy back shares while the stock is trading at less than 13x earnings Over the past two years shares outstanding have been reduced by about 3.1% annually Any happy shareholders"
X Link 2025-09-24T18:05Z [----] followers, [----] engagements
"4 Quality Companies at 52-week lows A thread [--]. Copart $CPRT 10-year FCF growth: 20.8% ROIC: 21.1% Forward P/E: 27.0x"
X Link 2025-09-25T18:58Z [----] followers, [----] engagements
"New Constellation Software President Mark Miller made an open market stock purchase the day after he was announced as the successor of Mark Leonard Vote of confidence 💥 $CSU.TO"
X Link 2025-09-27T17:20Z [----] followers, [----] engagements
"$ANET Arista Networks is arguably one of the best pick-and-shovel plays in the AI infrastructure race Product revenues (e.g. switches used in data centers) have grown at a 30% CAGR over the past [--] years The stock is up 27% YTD and trades at around 47x forward earnings"
X Link 2025-10-02T19:10Z [----] followers, [----] engagements
"@DividendDude_X Who knows but $OKLO is valued at $19 billion with $0 in revenues 🤷♂"
X Link 2025-10-03T16:22Z [----] followers, [----] engagements
"$MELI stock is -13% over the past week and now trades at less than 15x trailing FCF Since [----] free cash flows have increased from less than $1 billion to $7.4 billion over the past twelve months Is MercadoLibre becoming interesting again"
X Link 2025-10-03T17:35Z [----] followers, [----] engagements
"Which of these payment businesses is the best value here $FOUR at 12.4x forward earnings $PYPL at 12.3x forward earnings Both have improved margins in recent years after a few difficult quarters post-2020"
X Link 2025-10-04T17:05Z [----] followers, [----] engagements
"$AMZN Amazon over the past [--] years: Revenue +108% Operating Cash Flow +137% AWS revenue +186% Advertising revenue +215% Stock price +25% One of the better opportunities out there today"
X Link 2025-10-14T18:05Z [----] followers, 31.2K engagements
"$BN Bruce Flatt at Brookfield's Investor Day: "On AI you've seen our slides. This is a $7 trillion opportunity. We're ideally suited because of our power our compute infrastructure our real estate businesses to participate in this." Is Brookfield one of the least discussed AI winners"
X Link 2025-10-16T18:25Z [----] followers, 11.5K engagements
"$UNH is casually +50% since the August bottom and now trades at around 15x trailing earnings. That is far below its 10-year average (22x) Is UnitedHealth Group still cheap"
X Link 2025-10-17T17:20Z [----] followers, [----] engagements
"$NU: "Nu Mxico announced that it has surpassed [--] million customers in the country a sign of exponential and consistent growth" That means Nu has increased its Mexico customer count by 30% in less than [--] months Is the market underestimating Nu's growth outside of Brazil"
X Link 2025-10-20T15:26Z [----] followers, [----] engagements
"@KobeissiLetter Net margins of -50% What a time to be alive"
X Link 2025-10-22T15:10Z [----] followers, [----] engagements
"$EVO.ST Ahead of Evolution reporting earnings tomorrow the stock trades at 11x trailing earnings (and a 4.2% dividend yield) That's 60% below its 5-year average multiple of around 30x Too risky or a cheap growth stock"
X Link 2025-10-22T18:10Z [----] followers, [---] engagements
"$CSU.TO Lawrence Cunningham the author of The Essays of Warren Buffett is among the Constellation insiders who have bought shares recently Cunningham is also the Vice Chairman of Constellation Software's Board of Directors"
X Link 2025-10-26T16:40Z [----] followers, [----] engagements
"$PYPL: "Millions of ChatGPT users will be able to check out instantly using PayPal" After recent partnership announcements with OpenAI and Google where is PayPal's TPVs headed over the next decade"
X Link 2025-10-28T10:37Z [----] followers, [----] engagements
"Trash is cash Since Waste Connections started rolling up the industry about a decade ago the company has compounded free cash flows by 25% annually $WCN"
X Link 2025-11-09T16:10Z [----] followers, [---] engagements
"Sea Limited Q3 2025: Revenue +38.3% E-commerce GMV +28.4% Financial Services Revenue +60.8% Digital Entertainment Bookings +51% Shopee GMV is up more than 5x since [----] from $5.6 billion to $32.2 billion $SE +42.2% YTD and -3% today"
X Link 2025-11-11T14:58Z [----] followers, [---] engagements
"Bruce Flatt today on Brookfield's AI position: "By combining our scale capabilities and global reach with the innovation of leading partners this should position our business at the forefront of one of the most significant technological advances of the coming decades." $BN"
X Link 2025-11-13T19:50Z [----] followers, [----] engagements
"Lessons from Buffetts Early Investments A thread 🧵👇"
X Link 2026-01-20T16:25Z [----] followers, [---] engagements
"Why Passive Investing is Creating More Opportunities for Active Investors A thread 🧵👇"
X Link 2026-02-02T17:41Z [----] followers, [---] engagements
"A New Investor Base What I realized post-GFC markets began to shift away from being largely driven by bottom-up investors to being driven by passive flows thematic investors and investors who were short-term oriented. What I began to notice was that the dislocation from value persisted for longer and wider amounts of time. According to Sandler there are fewer active investors doing fundamental work. Because more capital comes from passive investors (which will continue as index funds get larger) and thematic investors stock prices become less driven by fundamentals. As a result some stocks"
X Link 2026-02-02T17:41Z [----] followers, [--] engagements
"Changing Perceptions & How to Take Advantage When Sandler discusses investor perceptions what he really refers to is how the market views a company. In other words the narrative around a company. The best way to understand the concept is probably to look at Sandlers portfolio. Eminence Capital which is run by Sandler has Amazon (AMZN) as its top holdings followed by GitLab (GTLB) and Workiva (WK). Despite Amazons $2.5 trillion market cap the stock regularly goes through phases where investors question its low-margin retail business and cash burn. Amazon has years in which it generates a bunch"
X Link 2026-02-02T17:41Z [----] followers, [--] engagements
"Bill Ackman on his position in Brookfield Corp: "We estimate Brookfield will grow distributable earnings which is the companys metric for earnings per share at a mid-teens percentage this year before significantly accelerating the growth rate to as much as 30% in 2026" $BN"
X Link 2025-09-12T17:55Z [----] followers, [----] engagements
"$BN Brookfield acquires the remaining portion of Oaktree Capital that it did not already own Howard Marks: "Our partnership with Brookfield has been a great success built on shared values of disciplined investing long-term thinking and integrity.""
X Link 2025-10-13T12:28Z [----] followers, [----] engagements
"10 Stocks Down 10% or More Yesterday: $AXP American Express: -10.0% $BA Boeing: -10.5% $TGT Target: -10.9% $BAC Bank of America: -11.1% $SBUX Starbucks: -11.2% $TTD The Trade Desk: -12.8% $DLTR Dollar Tree: -13.3% $NKE Nike: -14.4% $EL Este Lauder: -15.4% $MU Micron: -16.1%"
X Link 2025-04-04T13:15Z [----] followers, [----] engagements
"$EL Este Lauder considering a quality company that justified a 40x P/E pre-pandemic just reported declining sales growth for the third year in a row Skin Care -12% Makeup -6% Fragrance 0% Hair Care -10% The stock is in a 76% drawdown since the [----] peak"
X Link 2025-08-20T13:28Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing