MJS

Engineer, investor, SOFI user and investor

[MJS @Matt__Simone]

@CKCapitalxx Like my dentist keeps telling me “Nothing lasts forever”.

[MJS @Matt__Simone]

@CapstackCapital Unloved, consolidating after a big drop, quality, dividend grower, no debt. It’s a buy.

[MJS @Matt__Simone]

@0xtechquity Sold off due to surprise negative revenue. But that is projected to change with the Puerto Rico project hitting second half 2026.

[Techquity @0xtechquity]

Badger Meter $BMI is a high-quality company. Historically, this business has been very expensive. But since its recent earnings were a bit disappointing, the valuation now looks much more reasonable 👇

[MJS @Matt__Simone]

@Cantal_Capital

[MJS @Matt__Simone]

@DiligentPlane @zoink This one made me laugh

[MJS @Matt__Simone]

@DiligentPlane Soon…

[MJS @Matt__Simone]

@DiligentPlane I’d prefer to buyer a little lower.

They are primed to be a big winner in agentic AI tasks for design.

[MJS @Matt__Simone]

@InvestwithMEH Welcome to the $Sofi club.

[MJS @Matt__Simone]

@SayNoToTrading Wait until they change their name to Proctor & Gamble AI.

[MJS @Matt__Simone]

@ibuycompounders @SayNoToTrading Which ones? $COST? $PEP?

[MJS @Matt__Simone]

$BMI not a name many have heard or even hold. But they have a big deployment of water management equipment in H2 2026 for the Puerto Rico PRASA contract. Revenue should return positive as a result. They’ve got great financial disciple (no net debt) and it’s a dividend grower.

[MJS @Matt__Simone]

@FIREDUpWealth Great call!

Does anyone else find it crazy that executives are essentially calling out which companies to buy?

[MJS @Matt__Simone]

@traderDanielle @visegrad24 I’d like some volatility to get lower prices.

[MJS @Matt__Simone]

@amitisinvesting Where’s the announcement that Trump bought?! 👀

[MJS @Matt__Simone]

@Kawcak20 I’ve yet to see any $SOFI specific news. And $HOOD is barely up. Squeezer?

[MJS @Matt__Simone]

@FunOfInvesting Love the conviction 🐎🐎🐎

[MJS @Matt__Simone]

@Tjernlund Are you a holder of this name? I’ve been in awhile as a holder when private shares were issued through seed invest. Way back.

[MJS @Matt__Simone]

@Kawcak20 Fintech needs some love again. Still a big holder of shares and calls?

[Couch Investor🛋️ @Couch_Investor]

For all those excited about drones.

You might want to look at $AXON

You get that and a lot more.

Oh and FCF positive.