Leandro

Equity Analyst researching high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad.

Spanish account: @InvEnCalidad

[Leandro @Invesquotes]

In-depth reports I have published on S*stack so far...

- Deere $DE (free)
- FRP Holdings $FRPH
- Five Below $FIVE
- Diageo $DEO
- Hermès $HESAY
- Atlas Copco $ATCO.B
- Stevanato $STVN (free)
- Keysight $KEYS
- Zoetis $ZTS
- Judges Scientific $JDG.L
- Medpace $MEDP
- Trupanion $TRUP
- AAON $AAON
- BBB Foods $TBBB
- Eurofins $ERF
- Sabre $SABR
- Rosebank Industries $ROSE
- Undisclosed position
- Wide variety of in-depth industry reports

Currently looking into several other opportunities that might see the light soon.

The library will keep getting longer!

Subscribe: https://t.co/p0fcXH7Yfk

[Leandro @Invesquotes]

Just published an update on $CSU.TO and $TOI.V earnings with...

1. An overview of the quarters
2. An in-depth discussion on PEMS
3. How PEMS flows through the financial statements
4. How investors should interpret the strategy

Pretty detailed article.

Hope you enjoy!

[Leandro @Invesquotes]

@ArneUlland Thank you Arne!

[Leandro @Invesquotes]

Just published an update on $CSU.TO and $TOI.V earnings with...

1. An overview of the quarters
2. An in-depth discussion on PEMS
3. How PEMS flows through the financial statements
4. How investors should interpret the strategy

Pretty detailed article.

Hope you enjoy!

[Leandro @Invesquotes]

@Alpha_Fox11 Good Q, I think they should, no reason not to considering they are additive and theoretically not competing for the same capital

[Leandro @Invesquotes]

Full post: https://t.co/WWCj7vdtb4

[Leandro @Invesquotes]

Reading the stat below brought me back to Buffett's words on $DIS:

"Mary poppins had just come out. Mary Poppins made about $30 million that year, and seven years later, you're going to show it to kids the same age. It's like having an oil well where all the oil seeps back in."

Nintendo is likely going to sell twice as many copies of "The Legend of Zelda: Ocarina of Time" almost 30 years later and is getting paid to do marketing next year with the movie

Just crazy

$NTDOY

[Sonic the Hedgefund @sonichedgefund]

The original version of The Legend of Zelda: Ocarina of Time for the Nintendo 64 sold 7.6 million copies worldwide. The Switch 2 version just sold > 5.2 million in four days. $NTDOY $7974

[Leandro @Invesquotes]

5.2 million in 4 days after launch and there’s an analyst forecasting 6 million LIFETIME sales 😂

Can’t make this up!

$NTDOY

[任天堂株式会社（企業広報・IR） @NintendoCoLtd]

[任天堂HP]ニュースリリース「Nintendo Switch 2 ソフト『ゼルダの伝説 時のオカリナ』の世界累計販売本数が発売後4日間で520万本を突破」を公開しました。
https://t.co/LlafnwqSC7

[Leandro @Invesquotes]

@Borlaug_ @n0th0stl3tk0v3r 😂 true

[Leandro @Invesquotes]

Coverage started way earlier for Best Anchor Stocks subscribers (January)

Up 95% since then and made the in-depth report open to everyone when it reached a 75% gain from cost!

$TBBB

[[email protected] @FintwitAi]

A 61% gain for $TBBB since Aug 12, 2026, accompanied by a 0.6% increase today.

Tracking began with @Invesquotes on Aug 12, 2026, when shares were valued at $42.30.

Give @Invesquotes a follow.

Their full record: https://t.co/1pw8nINc8v

[Leandro @Invesquotes]

Working on an article on $CSU.TO and $TOI.V earnings together with a detailed discussion on PEMS and how it should be interpreted

Stay tuned

[Leandro @Invesquotes]

Maybe I should listen more to...myself

The "On the Radar" series doing pretty well, with the 25 companies discussed on average providing an alpha of 9% against the market

Own two of these which have provided alpha of 35% and 16% respectively, but "missed" some that I shouldn't have!

[Leandro @Invesquotes]

@compoundpapi 🤝

[Leandro @Invesquotes]

Maybe I should listen more to...myself

The "On the Radar" series doing pretty well, with the 25 companies discussed on average providing an alpha of 9% against the market

Own two of these which have provided alpha of 35% and 16% respectively, but "missed" some that I shouldn't have!

[Leandro @Invesquotes]

@aqua1450 All of the above tbh

[Leandro @Invesquotes]

Published an update on an undisclosed position.

Made it a top 3 position not long ago and the company continues to execute extremely well and has a long runway ahead (both in terms of growth and margin expansion)

Find it in the usual place!

[Leandro @Invesquotes]

@BerkelKip This is pretty incredible when you think about what it means for margins if acquisitions were to slow/stop

[Leandro @Invesquotes]

@neildecrypt That’s a different point and still soon to know, but the lesson here is that there are factors that you simply can’t control

[Leandro @Invesquotes]

No idea if this is true or not but it proves that there’s always something that you don’t know even when you think you know “everything”

Overconcentration can destroy you from angles you never thought possible

[Negligible Capital @negligible_cap]

We live in a simulation

[Leandro @Invesquotes]

@deepvalueco Fair pushback, maybe needs some discounting but probably not 100%.

Maybe the best for shareholders it to also become shareholders of the PEMS companies once CSU gets involved