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@Finding_Moats Avatar @Finding_Moats Finding Moats Investment Research

Finding Moats Investment Research posts on X about $atdto, $mtn, deep dive, canadian the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

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Social category influence finance stocks cryptocurrencies countries luxury brands fashion brands automotive brands

Social topic influence $atdto #8, $mtn #24, deep dive #1166, canadian, over the, decentralized #2531, $otis, egypt, feeds, longterm

Top assets mentioned Medicalchain (MTN) Otis Worldwide Corp (OTIS) Copart, Inc. (CPRT) Novo-Nordisk (NVO) Autozone Inc (AZO) Canadian National Railway (CNI) SPX6900 (SPX) Tesla, Inc. (TSLA) Amphenol Corporation (APH) CSW Industrials, Inc. (CSW) AME Chain (AME) Teledyne Technologies Incorporated (TDY) CSW Industrials, Inc (CSWI) TransDigm Group, Inc. (TDG) Heima (HEI) Waste Management, Inc. (WM)

Top Social Posts #

Top posts by engagements in the last XX hours

"$OTIS wins a 6year 1250elevator contract with Tatweer Misr in Egypt. New equipment is cyclical and low-margin but it feeds an installed base that drives recurring high-margin service revenue. Urbanization and aging demographics continue to support long-term demand"
X Link @Finding_Moats 2025-07-09T18:30Z 21K followers, 2680 engagements

"@invest091 Thank you $CPRT might be a good candidate given that doubts around its terminal value are emerging much like with $ATD.TO"
X Link @Finding_Moats 2025-08-19T10:39Z 21K followers, XXX engagements

"Addtechs $ADDT.ST acquisition model remains deliberately heterogeneous. "We have started the year with X acquisitions during the quarter one U.K.-based company AMP Power Protection and they develop and sell uninterruptible power supplies so UPS systems and power protection systems for defense marine and transport industries. And also one Canadian company Novatech a leading supplier of analytical instrumentation and engineered systems for measurement of gases and liquids.""
X Link @Finding_Moats 2025-09-28T19:07Z 21K followers, 2779 engagements

"In a few days Ill be publishing my in-depth report on Alimentation Couche-Tard $ATD.TO. Last month was Vail Resorts $MTN and for next month Im considering Coloplast $COLO-B.CO. Any other quality names where market sentiment has turned against them Thank you"
X Link @Finding_Moats 2025-08-18T19:58Z 21K followers, 3006 engagements

"My in-depth research of Vail Resorts $MTN is now live. "Beyond the Lift Ticket: How Vail Resorts Built a Recurring Revenue Empire on the Worlds Rarest Assets" Vail owns some of the most iconic ski resorts on Earth. But the real story isnt the resorts its how Vail turned a volatile weather-dependent industry into a subscription-like cash machine. In this deep dive I cover: How the Epic Pass rewired the industry. The power of owning irreplicable destinations. Flat skier numbers and what they really mean. The hidden social and operational risks of success. Why pricing power has limits even here."
X Link @Finding_Moats 2025-07-30T20:13Z 21K followers, 4883 engagements

"Over the past few weeks Ive shared four deep dives openly: Games Workshop $GAW.L Herms $RMS.PA and Novo Nordisk $NVO $NOVO.B The goal was to give free subscribers a fair sense of the research behind the paywall. If theres interest I may also share the LOral $OR.PA piece. It would be the last one in a very long time. Let me know if youd find it useful"
X Link @Finding_Moats 2025-08-03T19:06Z 21K followers, 4785 engagements

"@turtlefortytwo $AZO"
X Link @Finding_Moats 2025-10-11T08:14Z 21K followers, XXX engagements

"Canadian National Railway $CNI $CNR.TO on pricing power: "What's rail inflation Labor is our biggest expense recent deals 3%. In the U.S. a little higher. So we call rail inflation XXX% and we're pricing above that. We're also pushing suppliers to contain costs. Overall XXX% inflation pricing above that.""
X Link @Finding_Moats 2025-08-16T16:52Z 21K followers, 3892 engagements

"Some thoughts on Spirax Group (full post on my blog) (). $SPX $SPX.L That is all for 2024. Extremely grateful for your continued support"
X Link @Finding_Moats 2024-12-30T12:46Z 21K followers, 5743 engagements

"Were not flashy. Were not trendy. Were just really good at running stores. Brian Hannasch former CEO of Alimentation Couche-Tard $ATD.TO This Thursday Ill publish an in-depth analysis of Alimentation Couche-Tard a global operator that has quietly scaled a decentralized retail model across 30+ countries but: - What happens when the foundation of that modeltraffic from fuelstarts to erode - Can a business built on mandatory stops adapt to a world where EVs are charged at home at work or while shopping elsewhere How do consumer habits shift when refueling becomes invisible - What does Circle Ks"
X Link @Finding_Moats 2025-08-26T19:46Z 21K followers, 2724 engagements

"Tomorrow: Vail Resorts $MTN A deep dive into the ski pass that changed an entire industry. Turns out ski economics are anything but boring"
X Link @Finding_Moats 2025-07-29T19:47Z 21K followers, 2415 engagements

"My in-depth research of Alimentation Couche-Tard $ATD.TO is now live. Discipline at Scale: Turning fragmentation into structural advantage while preserving store economics under the EV transition Couche-Tard runs one of the largest convenience networks in the world. The real story isnt the stores; its how disciplined acquisitions and decentralized execution have turned fragmentation into an edge while EV adoption tests the traffic engine. In this deep dive I cover: - Potential erosion of fuel-led traffic and the implications for store economics. - Adapting a mandatory-stop format to an EV"
X Link @Finding_Moats 2025-08-28T20:20Z 21K followers, 4199 engagements

"Does a strong quarter of utilization prove a model or just a snapshot of early adoption Can $ATD.TO replicate Norwegian spending patterns in North America Europe or emerging markets What happens when charging shifts to homes and workplaces removing the habitual stop Will in-store uplift remain once charging becomes faster and competition intensifies And can a model built on mandatory visits reinvent itself around voluntary ones"
X Link @Finding_Moats 2025-09-04T18:43Z 21K followers, 3844 engagements

"Ive started looking into CSW Industrials $CSW. Its another niche-market consolidator and over the last decade it has actually outperformed names like Ametek $AME Amphenol $APH or Teledyne $TDY. Yet I almost never see it mentioned. Why is that What are the key drawbacks or risks that explain the lack of attention Curious to hear your views"
X Link @Finding_Moats 2025-09-17T10:57Z 21K followers, 4481 engagements

"Heico $HEI and TransDigm $TDG appear well positioned to navigate and benefit from the next decades of structural growth in global aviation. As the world population grows and the disposable income of the average individual grows that individual's propensity to travel by air continues to grow faster than the product of demography and GDP. Airbus $AIR.PA projects: - Global population will increase by 1.2B people in the next XX years. - 1.3B more people will live in urban areas which are the main nodes of air travel. - 1.5B more people will join the middle class adding disposable income for"
X Link @Finding_Moats 2025-09-12T16:36Z 21K followers, 10.9K engagements

"Waste Management $WM June 2025 Investor Day offers a detailed look at the underlying economics of the businessand how structural change is reshaping the industry. Few sectors are as exposed to local logistics labor availability pricing discipline and regulatory inertia as solid waste. In the early 2000s internal conversations around pricing assumed a natural cap of 1%. There were quarters where we reported XXX% said management. In 2023 and 2024 pricing grew XXX basis points above inflation while national account retention remained above 99%. This shift is part of a broader transformation. WM"
X Link @Finding_Moats 2025-09-15T13:11Z 21K followers, 3523 engagements

"Even though no cars can charge at that speed yet this gives a clear sense of where the sector is heading. $ATD.TO"
X Link @Finding_Moats 2025-09-14T18:57Z 21K followers, 2660 engagements