$PLTR and $HOOD models updated for Q3! Most people don't know that I manually compile all the data I reference, and create all charts I post. The resources include: - ~1000 rows of data - Charting tool - Valuations 30% discount for Substack subs! Interested? See replies 👇

Maduro found out why $PLTR trades at the P/E it does

that feeling when you sort the watchlist by performance and all the top losers are stocks you own

Ranking every @amitisinvesting stream I watched in 2025

FIRST LIVESTREAM FROM JAPAN! HAPPY NEW YEAR

Link to the original post (FREE): https://t.co/W6e5La8mKz You can also find all my equity research coverage, intrinsic valuation models, and portfolio updates over on the Substack! Thank you for reading, and happy new year!

$PYPL PayPal PayPal, commonly nicknamed PainPal by investors, has stayed stagnant for 3 years in terms of the stock quote. However, this is a completely different company from back then. PayPal remains the behemoth in the online payments space, processing the most payment volume

$DLO DLocal Limited I will keep it brief, as I have not yet published an equity research piece on DLocal. The reason I own it is because they truly have a differentiated business model in the payment processing space. The company operates hundreds of alternative payment methods

$PLTR Palantir Technologies, Inc. For two quarters in a row, Palantir has delivered what I consider to be the best results in SaaS history. This company continuously managed to outdo my expectations, and the sheer intrinsic value growth that occurs every quarter is without peer.

$FICO Fair Isaac Corporation FICO is the original “mafia” company and embodies the term in every regard. The company has a ~99% share of the consumer credit score market, and the evidence can be found in the margins and the pricing power. The sheer pricing power the company has

$HOOD Robinhood Markets, Inc. Robinhood is quickly emerging as a behemoth in the finance space. Out of all the companies I have researched, no company innovates and ships products at the pace of Robinhood. In 2019, Robinhood only had one line of business generating more than

LONG THREAD WARNING 🧵 I'll be detailing the positions in my 115% CAGR portfolio (with a thesis) heading into 2026. My personal investment philosophy revolves around buying the highest quality companies at or below fair intrinsic value. Most of my time is spent identifying

If you prefer a video format, I also published a YouTube video:

I decided to publish my real 115% CAGR portfolio in public for the first time ever. All of my current positions accompanied by a short investment thesis can be found on my Substack completely for free: https://t.co/W6e5La7OV1

$SPGI UNFAIR AND DOMINANT BUSINESS Upside to fair intrinsic value: 37% Superinvestor favorite S&P Global had a strong Q3 and margin expansion across all segments. Secular tailwinds and new initiatives drive intrinsic value higher. Full research report: https://t.co/XfoavP3oWK

$PLTR ✍️

Companies are fuming at the thoughts of not participating in a 1.1% real GDP economy

The brain is an amazing organ. It starts working in a mother’s womb, and doesn’t stop working until you start investing in crypto

Merry Christmas 🎄🎁

Innocent looking little table, right? I wish... This table requires _233_(!!) rows in Excel. pain

The west has a grim GDP forecast already, and then we have U.S. senators like @BernieSanders suggesting we cripple AI innovation and development because it only serves to enrich @elonmusk. Western AI leadership is our salvation. Source: S&P Global (Investor day presentation)