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@AKWilk Avatar @AKWilk Adam Wilk

Adam Wilk posts on X about $odfl, business, old dominion, businesses the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% currencies XXXX% cryptocurrencies XXX% countries XXX%

Social topic influence $odfl #6, business 5.41%, old dominion #19, businesses 5.41%, $spgi 2.7%, $ctas 2.7%, $els 2.7%, $unf 2.7%, market share 2.7%, $32b XXX%

Top accounts mentioned or mentioned by @quartrapp @stockoholics @cloneinvestor @joinyellowbrick @uzocapital @greenbackd

Top assets mentioned Old Dominion Freight Line Inc (ODFL) S&P Global Inc (SPGI) Cintas Corporation (CTAS) Ethlas (ELS) Unifirst Corp (UNF) Waste Management, Inc. (WM) Republic Services, Inc. (RSG) Waste Connections, Inc. (WCN) Comfort Systems USA, Inc. (FIX) Tyler Technologies, Inc. (TYL) Jack Henry & Associates, Inc. (JKHY) Vulcan Materials Company (VMC) Martin Marietta Materials, Inc. (MLM) CRH Public Limited Company (CRH) TransDigm Group, Inc. (TDG) Warby Parker Inc. (WRBY)

Top Social Posts

Top posts by engagements in the last XX hours

"$SPGI isnt one business. Its actually four toll roads: S&P Ratings: credit ratings monopoly (with Moodys) S&P Indices: think S&P XXX Market Intelligence: financial data Commodity Insights: Platts energy/commodity pricing All are mission-critical. All are recurring. All have pricing power"
X Link 2025-11-28T15:52Z 13.7K followers, 24.8K engagements

"The industry is consolidated: $CTAS: XX% market share $ELS UniFirst $UNF ARAMARK smaller players Cintas dominates because its national not regional and owns its logistics + laundries end-to-end"
X Link 2025-11-07T16:11Z 13.7K followers, XXX engagements

"#CompounderFriday: Old Dominion Freight Line $ODFL A $32B LTL trucking company thats compounded at 25%+ for two decades by doing something incredibly hard: Delivering faster more reliably with higher margins than everyone else"
X Link 2025-12-05T16:11Z 13.7K followers, 10.7K engagements

"$ODFL Valuation (NTM): $33B market cap 31x EPS 18.5x EBITDA XXX% FCF yield High-ROIC flywheels rarely look cheap on headline multiples"
X Link 2025-12-05T16:18Z 13.7K followers, 1280 engagements

"$ODFL is a reminder that the best compounders arent always software companies. Sometimes theyre logistics businesses with: Relentless culture Decades of execution Network-based moats High incremental returns Pricing power in a commodity industry Thats Old Dominion Freight Line"
X Link 2025-12-05T16:19Z 13.7K followers, 1153 engagements

"The crown jewel is S&P Ratings. It rates: Corporate bonds Sovereigns Structured credit Municipals Over XX% of global debt issuance goes through S&P or Moodys. This is a duopoly with regulatory power"
X Link 2025-11-28T15:53Z 13.7K followers, 1265 engagements

"Quality + consistency = pricing power. $ODFL raises prices almost every year and customers accept it because: Shipments arrive on time Damage rates are incredibly low Network reliability is unmatched Shippers happily pay a premium for ODFL quality"
X Link 2025-12-05T16:13Z 13.7K followers, XXX engagements

"New category of investment: control compounder. Largely family / insider owned. Give up some liquidity premium for steady eddie growth and profits. Any good examples"
X Link 2025-05-31T13:35Z 13.7K followers, 26K engagements

"#CompounderFriday: Waste Edition Today were looking at the kings of trash: $WM (Waste Management) $RSG (Republic Services) $WCN (Waste Connections) Three boring businesses that have quietly compounded at 1220%+ annually for decades"
X Link 2025-09-12T17:48Z 13.7K followers, 5557 engagements

"Financials (TTM): $5.5B revenue XX% operating margin XX% EBITDA margin XX% ROIC Debt-free (net cash) 100%+ FCF conversion Margins DOUBLE that of most LTL peers"
X Link 2025-12-05T16:14Z 13.7K followers, XXX engagements

"$FIX is up an incredible 18x in the past five years"
X Link 2025-12-06T21:21Z 13.7K followers, 3785 engagements

"#CompounderFriday Highlighting another company with rare traits that has allowed it to compound value over long periods. This week one of my favorite companies: Tyler Technologies $TYL"
X Link 2025-08-08T15:35Z 13.7K followers, 10.2K engagements

"#CompounderFriday: Aggregates Edition $VMC Vulcan Materials $MLM Martin Marietta $CRH CRH PLC Three heavyweights that sell sand gravel cement and crushed stone"
X Link 2025-09-19T18:44Z 13.7K followers, 3511 engagements

"Important to note that $KITS is growing the customer count at a mid-teens rate (41% 2-year stack). Revenue growth will be 25-30% into the foreseeable future. I dont love peer comps but despite slower growth lower margins and worse customer retention metrics $WRBYs active customer base is being assigned a value of $1320 per customer versus $XXX for $KITS. Revenue per customer is higher for WRBY but that gap will close. Average revenue per customer will grow for KITS and they will retain those customers. As they do and as they sell a higher percentage of glasses margins will expand nicely. If"
X Link 2025-10-02T18:56Z 13.7K followers, 5964 engagements

"#CompounderFriday: TransDigm $TDG A $71B aerospace parts supplier trading at 41x earnings. TDG is one of the most profitable industrial companies out there"
X Link 2025-10-17T15:21Z 13.7K followers, 7635 engagements

"#CompounderFriday: Everyone's favorite software company.Constellation Software $CSU.TO An $80B software conglomerate thats compounded at 30%+ annually for two decades. CSU doesnt sell flashy software. It buys boring software businesses and never sells them"
X Link 2025-10-24T16:58Z 13.7K followers, 3165 engagements

""Warby Parker built an actual brand." $WRBY The brand:"
X Link 2025-11-06T20:57Z 13.7K followers, 3685 engagements

"$MAMA is executing so incredibly well. Adam Michaels the CEO is the definition of an intelligent fanatic. The first time I met Adam he was wearing a Mulberry suit Mulberry socks and Mulberry shoes. The color of his car is also.Mulberry"
X Link 2025-12-09T21:52Z 13.7K followers, 2504 engagements