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@Finding_Moats Avatar @Finding_Moats Finding Moats Investment Research

Finding Moats Investment Research posts on X about $prm, $atdto, the world, $el the most. They currently have XXXXXX followers and XX posts still getting attention that total X engagements in the last XX hours.

Engagements: X #

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Mentions: X #

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Followers: XXXXXX #

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CreatorRank: undefined #

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Social Influence

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

Social topic influence $prm 14.29%, $atdto 14.29%, the world 14.29%, $el 7.14%, list 7.14%, investment 7.14%, $hlmal 7.14%, acquisition 7.14%, longterm 7.14%, decentralized XXXX%

Top assets mentioned Perimeter Solutions, SA (PRM) ELYSIA (EL) TransDigm Group, Inc. (TDG) Heima (HEI)

Top Social Posts

Top posts by engagements in the last XX hours

"Blog Update: Working on $PRM this month and $EL next month. That'll be all for 2023. Here's the list of companies I have covered this year"
X Link 2023-11-03T17:16Z 21K followers, 9358 engagements

"Halma $HLMA.L explains capital allocation with unusual clarity: Simply put our capital allocation priorities are: Firstly organic investment to support our long-term growth represented here by the organic investment through R&D and CapEx of GBP XXX million; second continued value-enhancing acquisitions which as you can see through our net acquisition spend of GBP XXX million. And finally a progressive return to shareholders through the dividend with GBP XX million returned this year. Itd be great if more companies did this. Which others do you know that share this level of detail"
X Link 2025-08-17T11:37Z 21.1K followers, 6256 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 2025-08-28T20:20Z 21K followers, 4373 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 2025-09-12T16:36Z 21K followers, 11.2K 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 2025-09-14T18:57Z 21K followers, 2759 engagements