QualityAtScale

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QualityAtScale

QualityAtScale

@QualityAtScale_

Part time investor. Tracking my journey investing in quality businesses with durable competitive advantages. NFA

参加日 Aralık 2025
136 フォロー中83 フォロワー
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QualityAtScale
QualityAtScale@QualityAtScale_·
Portfolio Update 3/2: Locked in a (400% gain) on $NET this month. Valuation was the signal to exit. 💰 Portfolio shuffling: 🔄 Out: $NET, $ABNB ➡️ In: $SNPS, more $MA, and a cash pile. Recent adds: $INTU, $UBER, $SPGI, $FICO, $NFLX, $MA. Sticking to the process. 💎
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QualityAtScale
QualityAtScale@QualityAtScale_·
$SNPS now trading around a 27x TTM P/FCF. 🤔
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QualityAtScale
QualityAtScale@QualityAtScale_·
Weekly buys included $MA and $MELI 👍🏽
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Evan
Evan@StockMKTNewz·
Coca-Cola CEO James Quincey and former Walmart CEO Doug McMillon said that the next wave of AI is a reason for their departures - CNBC
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Say No To Trading
Say No To Trading@SayNoToTrading·
This is a sign it’s time to ratchet down your $RACE expectations.
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QualityAtScale
QualityAtScale@QualityAtScale_·
@DividendGrowth This is always a great thing to keep track of. I currently own $SPGI on this list, but I think I own some companies currently that will be there eventually.
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Dividend Growth Investor
Dividend Growth Investor@DividendGrowth·
The Dividend Kings list shows US companies that have managed to raise dividends for at least 50 years in a row
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Dividend Growth Investor
Dividend Growth Investor@DividendGrowth·
People on Twitter: You missed out on Netflix, Amazon, Google by only focusing on dividends Me: If you invested in Altria in 1957, you'd have compounded at 20%/year for 50 years People on Twitter: This is a cherry picked example. That's survivorship bias
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Evan | Investments
Evan | Investments@NotA_Bull·
What is the one boring stock in your portfolio that is actually carrying your returns this year?
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CG Investing
CG Investing@CGInvesting10·
If you were to suggest 1 ETF to someone, what would it be?
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QualityAtScale
QualityAtScale@QualityAtScale_·
$SYK taking some pressure following recent cyber attack headlines. Still a high-quality business, but at ~40x earnings, valuation looks a bit rich here in my view. Watching for a better entry if weakness continues.
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QualityAtScale
QualityAtScale@QualityAtScale_·
$MU peaks and valleys playing out exactly as the memory cycle tends to. Anyone who caught this move has done very well. Congrats to the longs.
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unusual_whales
unusual_whales@unusual_whales·
Costco’s, $COST, CEO Ron Vachris has said the $1.50 hot dog price is not changing.
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Quality Equities
Quality Equities@qualityequities·
The majority of companies in my portfolio are red YTD. Which company do you think presents the most compelling long-term buying opportunity? $GOOG $META $NVDA $AMZN $V $SPGI $UBER $MA $MSFT $FICO $ASML $KLAC $BN
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Qualtrim
Qualtrim@qualtrim·
Let's settle this debate. Which company has a wider moat? $ASML $TSM
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