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If you really want to understand what a competitive moat looks like, study $IDXX. It's not just diagnostics, it’s a razor-and-blade ecosystem so sticky it’s almost impossible to displace. One of the strongest moats we’ve come across. 🔍 Read the deep dive (coffee recommended)

Booking Holding $BKNG room night Mobile app mix is at mid-50%. This was 42% three years ago. Great execution by the company.

Greggs $GRGL valuation thought: Management clarified on their last call that maintenance CAPEX should be around 5% of revenue. With trailing twelve-month (TTM) revenue at approximately £2.08B and TTM EBITDA at about £340M, that puts maintenance CAPEX at around £104M. This

How wrong can $ADBE go from here? It's trading at its lowest EV/EBITDA (NTM) in a decade.

Hope you had time to read this before earnings were released! $IDXX

Our July 2025 Valuation Update is out! We've updated the valuation table, shared portfolio insights, and provided an overview of earnings from companies we own like $META, $BKNG, and $GRG.L. open.substack.com/pub/stockopine…

$CROX trades at 7.1x EV/EBITDA, well below peers like $DECK at 11.7x and $SKX at 10.9x. Yet, 5Y forward EPS growth is fairly close: 📈 DECK: 4.2% CAGR 📈 CROX: 3.75% CAGR Is $CROX undervalued relative to peers? Thoughts?

After being paused on April 30, 2025, I took time away from X to focus on my in-person life. I hustled hard, worked two jobs, and kept accumulating dividend ETFs. Since June, I've started to come back to X and started hustling more on here. Instead of focusing on payouts

1Y volatility of 104.5% for $LESL & a short interest of 6.4%. Today’s earnings will be fun 😃

$ABNB Q2’25: - Gross bookings up by 11% to $23.5B. - Nights & Experiences up by 7% to 134.4M. - Revenues of $3.1B, up by 13%. - Operating income up by 23%, reaching a margin of 19.8%. - SBC was up by 11%, representing 13.7% of sales. - Free cash flow $962M, down by 8%

1) it’s fun but 2) is what you need as an investor!

$FTNT Revenue: $1.63b, up 14% YoY vs. est. $1.625b. Billings: $1.78b, up 15% YoY vs. est. $1.722b. EPS: $0.64 up 13% YoY, vs. est. $0.59 Estimates: Revenue: $1.7b vs $1.71b consensus Billings: $1.8b vs $1.793b consensus Stock -17%🩸 Thank you Mr. Market