Emma @EmmaStockNotes

Finding exceptional listed companies by comparing them with the whole market. Good is relative. 20 years in banking. Co-founder, Top Percentile. top-percentile.com Hong Kong Joined February 2026

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Emma @EmmaStockNotes

4 hours ago

@strat_contract @TopPercentileHQ Thanks Wes. Hope you enjoy the content

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Emma @EmmaStockNotes

5 hours ago

@CaffeineCraig @TheStocksKing Yes of course I’d love that!

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Emma @EmmaStockNotes

5 hours ago

@CaffeineCraig @TheStocksKing Thanks Craig! And I love your Space. I ended up spending about four hours there on Saturday 😊

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Emma @EmmaStockNotes

5 hours ago

@Mr_Derivatives @TopPercentileHQ Amazing, thank you! 😊

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Spoiler: Jeremy’s 7 stocks to buy👇 1. $SOFI The “small money” has been made. He thinks the bigger opportunity is still ahead as members, products per customer and profits keep growing. 2. $WYNN Higher rates have crushed the stock just as the new Middle East resort could kick off a major growth and cash-flow cycle in 2027. 3. $NFLX His best buying opportunity since 2022. Great business model, strong financials and he sees advertising as a game changer for the next 5–10 years. 4. $AXP His “A+ student on sale.” Premium customer base, durable business model and dividends. 5. $RH The riskier turnaround. Housing is awful, but revenue, margins and cash flow are starting to turn while much of the expensive European buildout is now behind it. 6. $ELF Tariffs, acquisitions and expansion hurt earnings, but he says the company has “made it through the storm” and expects another big EPS upcycle. 7. $NKE Still one of his problem children, but his conviction is “as good as it’s ever been.” He still sees it as a great buy. My take: $NFLX. The margins speak for themselves.

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Emma @EmmaStockNotes

7 hours ago

I voted for $GOOGL purely on the numbers. Putting it all together, I’d probably rank them $META, $MSFT, then $GOOGL, but it’s very close. They’re all pretty similar on quality and valuation, although Google’s current valuation score is boosted by investment gains. Meta is the most capital-intensive relative to revenue, but there isn’t a huge gap. Beyond the numbers, it comes down to which business model you believe in most, returns on AI spend and future risks.

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Emma @EmmaStockNotes

7 hours ago

Higher yields added to SaaSpocalypse to pile on pressure to private credit in September. Anyone brave enough to buy the dip here?

Emma @EmmaStockNotes

19 hours ago

Sometimes the obvious trade doesn’t work. Brent moved above $100 in September, yet oil-service stocks fell as Middle East disruption threatened drilling and project activity. The question is whether high oil eventually brings more spending and activity, or whether disruption

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Emma @EmmaStockNotes

7 hours ago

@HatedMoats No not Microsoft please!

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Emma @EmmaStockNotes

9 hours ago

Done my vote for @TheStocksKing this week. Went for $GOOGL. I simply went with the numbers: one of the best combinations of business quality and valuation in the market right now. Didn’t add any narrative on top. Good old boring Google 😊

TheStocksKing @TheStocksKing

2 days ago

@EmmaStockNotes It's open Monday-Friday I would love to know your thesis behind you pick and also share it so tag me in a post or so.

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Emma @EmmaStockNotes

13 hours ago

@scottfelsenthal Agree, although in this case you’d normally expect oil and the oil-services companies to move more together.

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Emma @EmmaStockNotes

19 hours ago

Emma @EmmaStockNotes

a day ago

September created a few interesting places to look for opportunities. Defence stocks fell about 6% despite no shortage of geopolitical risk. Peace hopes took some premium out of the sector and high valuations made the sell-off easier to trigger. Defence budgets are still

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Emma @EmmaStockNotes

15 hours ago

@Retailer1041 Nice one to have picked up around the IPO!

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Emma @EmmaStockNotes

16 hours ago

Hi Raven. Grok is right, but just to add a bit more context, it simply ranks $RDDT against the whole market on business quality and shows where it sits. Right now it’s in the top 1%, so the financials are very strong. It doesn’t tell you what the stock price will do, just that the underlying business currently scores very well. Just adding the business-quality view to Heisenberg’s technical take.

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Emma @EmmaStockNotes

17 hours ago

@JManCapital Possible. And if it happens $PEP would look like a pretty good buy today.

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Emma @EmmaStockNotes

19 hours ago

@StableBread Well the business model might not be the most attractive. Their financials seem to be doing well though. For now at least.

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Emma @EmmaStockNotes

23 hours ago

Q2 earnings season was winding down in September, but the late reporters still produced some big moves. $CRDO fell 27%, $LULU 16.2% and $PANW 14%. On the other side, $IOT gained 9.3% and $DELL 7.9%. Many strong businesses ended up among the fallers, while some quality names were rewarded. This is one of my favourite pages each month to check for opportunities.