According to @StockMarketNerd, the investor disclosed a new mid-cap holding and an updated performance review, citing category dominance, a free cash flow growth multiple under 1x, ongoing total addressable market expansion, and substantial cross-selling runway as core drivers of the thesis (source: @StockMarketNerd). The source emphasizes valuation via the sub-1x FCF growth multiple as attractive, positioning the company as a quality-growth compounder supported by durable advantages described as a real moat (source: @StockMarketNerd). The source identifies TAM expansion and cross-selling as operational levers to track for revenue scaling and wallet-share gains, reinforcing the conviction behind initiating the position (source: @StockMarketNerd). The source does not mention any crypto or blockchain exposure or market impact, indicating the update is focused on an equity allocation rather than digital assets (source: @StockMarketNerd).

According to @QCompounding, Philip Fisher is the father of value investing and his book Common Stocks and Uncommon Profits is essential reading, with the post noting that his insights can be accessed for free (source: @QCompounding). Traders can use Fisher’s qualitative framework to screen for quality growth equities by focusing on durable growth drivers, strong sales organizations, rising profit margins, and management integrity (source: Philip A. Fisher, Common Stocks and Uncommon Profits). For execution, traders can prioritize companies exhibiting consistent margin expansion, effective R&D productivity, and prudent capital allocation to build a watchlist aligned with Fisher’s 15 Points, then accumulate positions progressively to reflect long-term compounding principles (source: Philip A. Fisher, Common Stocks and Uncommon Profits). For crypto-exposed equities such as exchanges and miners, applying Fisher’s checks on leadership quality, scalability, and cost control can help identify more sustainable operators during digital-asset risk-on phases (application of Fisher’s framework; source: Philip A. Fisher, Common Stocks and Uncommon Profits).