Desi Capital

Individual investor here just to share my thoughts and learn along the way. My tweets shall not be used as investment advice. DMs Open.

[Desi Capital @GoodForAll6]

@DimitryNakhla Great post. Long $MA over the past decade. Can't go wrong picking this high quality name at a fair valuation!

[Desi Capital @GoodForAll6]

@long_equity Patrick Industries $PATK has been an amazing compounder over the past couple decades. I know of an investor who got into this name during the GFC after the big crash had happened and has held onto this name ever since!

Life-changing gains with Buy and Hold with Patience.

[Desi Capital @GoodForAll6]

@FASTGraphs Broadridge Financial - $BR

[Desi Capital @GoodForAll6]

@bill_fw @CDInewsletter @evfcfaddict Exactly. This management has been terrible and it’s time for the board to replace Judy Marks and her cronies.

[Desi Capital @GoodForAll6]

@Mr_Neutral_Man @DurableCreators Not sure if there's any tracking tool that's available currently, but stock price would be the leading indicator of this as smart money/momentum driven hedge funds will start bailing out once they see the indicators of this AI (hype) cycle fizzling out at some point. JMTC.

[Desi Capital @GoodForAll6]

@rhaej @kristinnsms Exactly. There’s no evidence yet that the volume recovery is happening. If it was, then price would have already recovered a few percentage points from its lows instead of being at 52 week lows. The market is not stupid.

[Desi Capital @GoodForAll6]

@DividendGrowth Lower stock prices due to negative short-term sentiment are long-term investors' best friend. Why would you not buy shares with a starting YoC let's say approaching 3% when in the past, those shares were yielding around 2%?

[Desi Capital @GoodForAll6]

@yianisz My price target is around $700 if their AI stack turns out to be the real deal for edge AI computing.

[Desi Capital @GoodForAll6]

@JerryCap It's gotta be - when a stock like $QCOM rallies the way it has, it's bound to be a TOP here

[Desi Capital @GoodForAll6]

@ecommerceshares No wonder less and less people are having Sex these days as their interest is somewhere else 😃

[Desi Capital @GoodForAll6]

@LeoNelissen Long $AXON for the past several years.

Big fan of its business model as S curve adoption is still in early stages, but not a fan of the SBC. Hope management can start buying back stock to offset the dilution done over the years.

[Desi Capital @GoodForAll6]

@ecommerceshares $ARM CEO is quite promotional (like Lisa Su) as well - just hate that guy.

[Desi Capital @GoodForAll6]

@ErnestWongBWM So when $DPZ CEO Weiner said, he was keeping an eye on the competition during recent earnings call, he wasn't wrong 😀

Will be interesting to see how much BRK.B has increased it's stake in Domino's given the recent 3-5 year price weakness.

[Desi Capital @GoodForAll6]

@DividendGrowth They need to sell a bunch of chips to all the construction workers, electricians, plumbers and HVAC technicians building those AI data centers!

[Desi Capital @GoodForAll6]

@fammetaX Now tell use what stock(s) will provide the next 30x move over the next year?

[Desi Capital @GoodForAll6]

@LeoNelissen Consistent dividend as well as top and bottom line growth from this company. A perfect trifecta which is hard to find in this overvalued market, IMO.

[Desi Capital @GoodForAll6]

@realroseceline Glad you're doing well Rose after the scare. Wish you a healthy rest of 2026 and beyond. Keep your nuggets coming in as always 🙏

[Desi Capital @GoodForAll6]

@BarrySchwartzBW Intuit
ADP
Broadridge
Roper
https://t.co/BiNWImnxDb

[Desi Capital @GoodForAll6]

@schaeffers With new products, improvements in supply chain efficiencies under Bill Brown, the FY'29 EPS estimate around $10.29 is very conservative IMO as I see EPS revisions going to around $12 at the very minimum, as AI DC growth is not priced in yet.

A P/E of around 25 makes FV of ~$300