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Qualtrim
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Qualtrim
@qualtrim
Get AI-powered stock analysis, DCF calculators, earnings calendars, custom KPIs, portfolio insights, and 30+ years of financials - all in beautiful charts.
qualtrim.com
Joined May 2025
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  • Pinned
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    Qualtrim
    @qualtrim
    Apr 19
    At Qualtrim, we don’t think powerful research should come with a premium price tag. → 7-day free trial → Full access: $8.25/month Stop paying up for tools you can get for less. Institutional-grade analytics, built for serious investors.
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    Qualtrim
    @qualtrim
    Nov 11, 2025
    Super investor Li Lu has returned 30% annually since 1998. Last quarter, he opened a new position – PDD Holdings. It’s now 18% of his portfolio. $PDD
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    Qualtrim
    @qualtrim
    Nov 14, 2025
    Warren Buffett's Berkshire Hathaway adds 17.8 million shares of Google in Q3. That's a 1.6% position. $GOOGL $GOOG
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    Qualtrim
    @qualtrim
    Sep 11, 2025
    These 12 rare businesses with MOATs so wide they define their industries, scored 1-10. 1. ASML - $ASML - MOAT Rating: 10/10 The only company in the world that can build EUV lithography machines. Decades ahead of competition, essential to every advanced semiconductor produced.
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    Qualtrim
    @qualtrim
    Nov 16, 2025
    Top 10 Super Investor buys of Q3 – follow the smart money: 1. UnitedHealth – $UNH Nine Super Investors increased their UnitedHealth stake last quarter.
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    Qualtrim
    @qualtrim
    Oct 14, 2025
    Why aren't you buying Amazon? - Flat YTD. - 2Y low P/E. - Record Operating Margin. - Record Revenue. - Record EPS. $AMZN
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    Qualtrim
    @qualtrim
    Nov 13, 2025
    Google is in a different league. Waymo announced they reached 100M+ public FSD miles, as of July 2025. Meanwhile, Telsa has hit 50k internal FSD miles... $GOOGL $GOOG $TSLA
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    Qualtrim
    @qualtrim
    Oct 7, 2025
    Perhaps the two most important companies in today’s modern economy. $ASML $TSM
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    Qualtrim
    @qualtrim
    Sep 18, 2025
    Google Waymo is safer than humans. - 400% ride growth in 1 year - 91% fewer severe crashes - 92% fewer pedestrian crashes With scale and safety on its side, does Waymo become the default robotaxi platform? $GOOGL $GOOG
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    Qualtrim
    @qualtrim
    Nov 9, 2025
    "Investing is a business where you can look very silly for a long period of time before you are proven right." – Bill Ackman $GOOGL $GOOG
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    Qualtrim
    @qualtrim
    Oct 24, 2025
    PayPal is down 65%, yet revenue is up $11B in five years. Value play or value trap? $PYPL
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    71K071K
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    Qualtrim
    @qualtrim
    Nov 7, 2025
    Meta is down over 20%. A $15.9B one-time, non-cash tax charge skewed the results – without it, earnings would’ve been a clear beat. Now trading at 21x forward earnings. $META
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    Qualtrim
    @qualtrim
    Sep 25, 2025
    AWS’s backlog is almost 2x Google Cloud’s: - AWS → $195B - Google Cloud → $108B Has Amazon's scale become under-appreciated? $AMZN $GOOGL
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    Qualtrim
    @qualtrim
    Oct 20, 2025
    Waymo could hit 8 million rides/week by 2030, per Bloomberg. That’s a 99% CAGR from today. $GOOGL $GOOG
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