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@GarpandChill Avatar @GarpandChill Garp&Chill

Garp&Chill posts on X about $toiv, $csuto, $meli, $nu the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXX% countries XXXX% currencies #2470 technology brands XXXX%

Social topic influence $toiv #1, $csuto #3, $meli #10, $nu #3, $qxo #2, $lmnv #1, $rokost #1, $evost #4, $iiil #78, $amzn XXXX%

Top accounts mentioned or mentioned by @capexandchill @fromvalue @kelvinsbh5 @iarm8nl @hanblicheya @quantstrategist @latticeinvestor @throwabull @capitalali0 @clayfinck @nicholasmeyers @bkaellner @johanneskillman @imretuvi @madcap_cap @aggafter1 @pulsionde @stahlevictor @aalexflinkfeldt @michaelchutney

Top assets mentioned MercadoLibre Inc (MELI) NuCypher (NU) QXO, Inc. Common Stock (QXO) Amazon.com, Inc. (AMZN) Costco Wholesale Corporation (COST) Costco Hot Dog (COST) Roko (ROKO) Rollins, Inc. (ROL) Berkshire Hathaway Inc. (BRK.A) DNP Select Income Fund Inc. (DNP) Old Dominion Freight Line Inc (ODFL) Grab Holdings Limited Class A Ordinary Shares (GRAB) Heima (HEI) Neurobro (BRO) Copart, Inc. (CPRT) Duolingo, Inc. Class A Common Stock (DUOL) DLocal Limited Class A Common Shares (DLO)

Top Social Posts

Top posts by engagements in the last XX hours

"Setup for $QXO is interesting. Brad Jacobs is a ruthless roll up operator. Built United Waste with XX% share price CAGR from 1989 to 1997 United Rentals with XX% CAGR since founding in 1997 and XPO with XX% CAGR since 2011. Now he is at it again. Today he announced he is stepping down from XPO and GXO to focus on QXO. His goal: consolidate the fragmented $800B building products industry via tech scale and efficiency gains targeting $50B revenue long-term. Financials are still messy: today almost all profit comes from the Beacon takeover (FY24 net income $362M). This likely understates"
X Link 2025-12-15T15:56Z 1143 followers, 2761 engagements

"Quality Watchlist for XX 📈 📌 Part X of X Europe Sweden $ROKO.ST Ex-Lifco CEOs restarted Scandinavian acquisition machine delivering predictable compounding. $ADDTB.ST High-ROIC industrial technology group executing niche acquisitions. $INDT.ST Decentralized serial acquirer with decades-long track record. $EVO.ST High-margin live casino leader trading at bottom-fishing multiples amid temporary issues. Finland $VIT.B Vertical-software compounder trading XX percent below peak while recurring revenues keep hitting new highs. Denmark $AOJ.CO Owner-operated distributor combining high ROIC no"
X Link 2025-12-13T16:02Z 1143 followers, 35.3K engagements

"Quality Tier List December Ranked by my estimates of 5y risk-weighted IRR at current valuations. Higher tiers reflect expected upside not company admiration. S+ tier $TOI.V S-tier $MELI $III.L A-tier $TEA.AX $TVK.TO $CSU.TO $LMN.V B-tier $NU $AMZN $ROKO.ST $KSPI C-tier $LIFCO.ST D-tier - Plan to update monthly. New names added gradually. NFA. DYODD"
X Link 2025-12-17T21:35Z 1143 followers, 9850 engagements

"1 Vitec Software $VITB.ST Down XX% from highs But still one of the best compounders in the Nordics. Organic growth slowing Yes. Cash flow All-time high. Insiders Buying aggressively. Vertical software. Swedish style. 🧵👇 G&C"
X Link 2025-11-12T13:48Z 1060 followers, XXX engagements

"1/ After years studying compounding business models and delivering XXXX percent per year for XX years (3x the index) Nick Sleep returned capital to partners and told them they could simply own: Amazon $AMZN Costco $COST Berkshire Hathaway $BRK Here are my modern day equivalents. 👇"
X Link 2025-11-21T14:22Z 1085 followers, 1706 engagements

"2/ $COST $III.L (Action / 3i Group) Scale Economies Shared in Europe Actions economics look unreal: About 0.5m upfront cost per store After year one about 0.7m net earnings per store Dollarama $DOL.TO runs one store per 20000 people. Apply that density to Europe and the potential store count reaches 40000 versus 3200 now. Why I think Action is a generational compounder: ☑ NAV keeps climbing ☑ Store count keeps accelerating ☑ LFL net stays positive ☑ Margins expand with scale ☑ TAM is enormous This is Costco spirit with European leverage"
X Link 2025-11-21T14:22Z 1109 followers, XXX engagements

"4/ $AMZN $MELI Latin Americas Amazon Costco PayPal and Adyen in one. The ultimate Scale Economies Shared flywheel: ☑Lower prices ☑Higher volumes ☑Better unit economics ☑Flywheel spins faster ☑Savings passed on to users A world-class business with world-class execution. Yes LATAM brings volatility. But the model is elite. Is XX percent of a portfolio too much Depends on your risk tolerance and horizon. Sleep would likely admire the structure"
X Link 2025-11-21T14:22Z 1085 followers, XXX engagements

"6/ Will this modern day Sleep Portfolio beat the market over the next XX years 1/3 $III.L 1/3 $TOI.V 1/3 $MELI"
X Link 2025-11-21T14:22Z 1084 followers, XXX engagements

"Clear upward trend in $EVO $EVO.ST Asia game activity👀"
X Link 2025-11-28T13:49Z 1092 followers, 5917 engagements

"Poland is quietly becoming an economic powerhouse in Europe. GDP per capita growth since 2010: Poland: +99% EU: +6% The tailwind is real but under-appreciated. My favorite way to play it Own Polands best supermarket chain $DNP $DNP.WA. Think $COST in its early years. Store growth re-accelerated to XX% stock down XX% from the top. Hard to argue with this chart. 🦕"
X Link 2025-12-02T14:10Z 1105 followers, 19.7K engagements

"@CapexAndChill Traditional banks stand no chance versus $NU. Mercado Pago is also crushing it even if its a different segment"
X Link 2025-12-07T01:54Z 1063 followers, XXX engagements

"@Kelvin_Sbh5 Thanks do you know if he still holds Old Dominion Will include that one in an update"
X Link 2025-12-09T13:39Z 1114 followers, XXX engagements

"@Kelvin_Sbh5 Thanks. I havent looked into $ODFL before but the setup sounds interesting. Do you have any write-ups youd recommend"
X Link 2025-12-09T13:50Z 1109 followers, XXX engagements

"@hanblicheya Its a serial acquirer ran by old Lifco CEO. I have posted a deep dive thread on my page"
X Link 2025-12-10T12:47Z 1054 followers, XX engagements

"1/ $TVK.TO Q4 FY25 💧🔧🚛 Another monster year Sales +82% Adj EBITDA +72% Net income +55% Dividend +14% A classic TerraVest year: big acquisitions bigger integration gains. CFAD/Share +51% 👇"
X Link 2025-12-11T14:17Z 1060 followers, 6223 engagements

"🎯 Its more a bet on acquiring skills of management over TAM. Would recommend looking into QXO. Brad Jacobs is the founder of XPO and United Rentals has been in the acquiring business for X decades. More a roll-up style acquirer over programmatic acquirer. I still need to do more work but I could see this turning into a core position anytime soon given that the Jacobs premium is not too hefty"
X Link 2025-12-13T21:23Z 1129 followers, XXX engagements

"@QuantStrategist Appreciate the suggestion. $GRAB is an interesting one and clearly moving in the right direction. Personally Id like to see a bit more proof of durable profitability but havent dug deep yet"
X Link 2025-12-14T22:47Z 1053 followers, XXX engagements

"🔥 1/14 Ever heard of Rko AB $ROKO $ROKOF Swedens newest serial acquirer (MC 2.7B USD) compounding like a beast. Think Lifco DNA but with its own twist. Founded in 2019 its already a SEK 6B+ revenue machine. But Rko is down XX% from peak. Is it a buy at todays valuation Lets dive in. 👇"
X Link 2025-12-01T11:57Z 1140 followers, 4982 engagements

"12/14 Key metric to watch: Adj. EBITA Rko explicitly tells investors: Adj. EBITA approximates cash flow before tax assuming investments reflect depreciation since Rko invests in asset-light companies"
X Link 2025-12-01T11:57Z 1134 followers, XXX engagements

"13/14 Valuation At 1763 SEK/share Rko trades at 20x LTM Adj. EBITA. Not outrageous for a high-quality serial acquirer. Specially if compared to Lifco $LIFCO Indutrade $INDT Addtech $ADDT.B. The bigger question isnt the multiple Its whether growth can re-accelerate. To support todays price Rko needs: 👉ROCE to keep trending up 👉A new wave of solid acquisitions 👉Adj. EBITA growth to pick back up 👉Clean execution in B2C 👉Consistent capital deployment At XX EBITA the bar is reasonable. But momentum matters"
X Link 2025-12-01T11:57Z 1133 followers, XXX engagements

"MercadoLibre $MELI delivered its 27nd straight quarter with more than XX percent YoY growth 🔥 Q3 Rev +39% yoy Stock +12% YTD Multiple -XX% YTD P/LTM EBIT(temporarily suppressed) now at XX Use EBIT over FCF for valuation. Captures credit provisioning excl. credit funding FX. A mispriced juggernaut in plain sight. $MELI keeps dominating while valuation compresses. Fintech. Credit. Commerce. Brazil Mexico Argentina My play on owning Latin America. 🤝"
X Link 2025-12-11T11:55Z 1140 followers, 6068 engagements

"FX flipped from headwind to tailwind in Q3. That support continues into Q4 for $NU by my estimates improving reported USD growth"
X Link 2025-12-16T13:30Z 1135 followers, 1890 engagements

"1/3 Baby $CSU.TO on the move. Topicus is stepping into the steep part of the compounding curve. The initiation phase is behind us. The acceleration phase is starting now. Do not sleep on this one. A bull case in three graphs. 👇 $TOI $TOI.V"
X Link 2025-11-29T13:43Z 1142 followers, 23.5K engagements

"2/14 First the man behind it: Fredrik Karlsson. At age XX he took over Lifco (1998). Over XX years he built one of Europes greatest compounders: ☑18.4% EBITA CAGR ☑100 earnings growth ☑28%+ TSR since IPO 👉Radical decentralization 👉Ruthless capital discipline He left in 2019 after a compensation dispute. A true capital allocator"
X Link 2025-12-01T11:57Z 1142 followers, XXX engagements

"4/14 On the surface Rko looks a lot like Lifco: ✔Extreme decentralization (HQ = X people) ✔Buy & hold forever ✔Founder-led subsidiaries ✔Cash-generative niches ✔Deals at X EV/EBITDA ✔ROCE trending up (14.5% LTM) But thats only XX% of the story. Heres the other 30%"
X Link 2025-12-01T11:57Z 1141 followers, XXX engagements

"5/14 The Differences Rko Lifco XXX. Karlsson himself calls Rko XX% Lifco XX% Nordstjernan. Meaning: 👉More brand-driven B2C 👉Younger companies 👉More growth optionality 👉More volatility This is where the risk and upside lives"
X Link 2025-12-01T11:57Z 1142 followers, XXX engagements

"6/14 Difference #1: B2C exposure. Lifco avoided B2C entirely. Rko embraces it. XX% of Rkos revenue comes from consumer-facing brands: 👗Les Deux (fashion) 🌳Sixty Stores (garden e-com) 💐Silk-Ka (artificial flowers) 🪞Beths Beauty ⛷Snowminds Higher margins Yes. More cyclicality Also yes"
X Link 2025-12-01T11:57Z 1141 followers, XXX engagements

"7/14 Difference #2: Majority stakes not 100%. Rko buys 6085% keeps founders in the game and structures: X. Put/call options X. Trailing earnings buyouts X. Minority interests tied to performance Great for alignment. Trickier for cash flow modeling and ROCE (capital employed gets inflated early)"
X Link 2025-12-01T11:57Z 1141 followers, XXX engagements

"8/14 Difference #3: Younger companies. Lifco buys 3050yr-old industrial champs. Rko buys earlier-stage often fast-growing brands. More upside but more dispersion in outcomes. This is why Rko gets praised for growth. And criticized for risk"
X Link 2025-12-01T11:57Z 1141 followers, XXX engagements

"1 Lumine Group Lumine just hit the cheapest valuation in the entire CSI ecosystem. by a mile. $LMN.V spun out from $CSU.TO in 2023 now trading XX LTM FCFA2S after getting punished hardest of all CSI offspring. $TOI.V The chart is brutal. Good reason or screaming buy👇"
X Link 2025-12-03T22:57Z 1142 followers, 6614 engagements

"There are rumours he bought in into Rko ab. $ROKO"
X Link 2025-12-08T14:34Z 1142 followers, 2140 engagements

"$TOI.V 44x LTM FCFA2S (ex-Asseco). Lowest multiple in history just as we have the biggest deployment year ever. FY25 deployed capital entire FY20FY24 combined. On my estimates Topicus trades at XX FY26 FCFA2S the lowest forward multiple ever. Best risk-reward since IPO. $CSU.TO $TOI"
X Link 2025-12-10T12:15Z 1142 followers, 10.7K engagements

"@LatticeInvestor Yes I generally agree with you. There are some exceptions that combine small market caps with proven management. Think $QXO $TOI.V $LMN.V $ROKO to name a few. The insane TAMs that these companies have make it such nice companies to own"
X Link 2025-12-13T20:40Z 1141 followers, XXX engagements

"Following up on my earlier post about Chris Mayerstyle holdings. Credit to @bkaellner for laying out what he believes are the core Woodlock Capital positions plus several names that clearly fit Mayers framework. YTD performance hasnt been pretty. Many are down some meaningfully. But thats the point. Concentrated quality-first portfolios dont win every year. The market will test conviction before it rewards patience. To me this list looks like excellent hunting ground. $HEI $LIFCO.ST $DNP.WA $TEQ.ST $TOI.V $ROKO $BRO $CSU $CPRT $JDG.L $LMN.V $CMG.TO"
X Link 2025-12-16T20:59Z 1142 followers, 15.2K engagements

"@CapexAndChill Love it. I feel there is quite the market for $NU in the US. Kind of hypothetical at this stage. Well see 👀"
X Link 2025-12-18T01:09Z 1142 followers, XXX engagements

"AI may well become a real threat to Constellation Software over time. But for now its not showing up in the numbers and not in managements actions either. President Mark Miller just bought CAD 5M of $CSU in the open market. $CSU.TO $TOI.V"
X Link 2025-12-18T19:46Z 1143 followers, 3336 engagements

"🧵 Evolution $EVO.ST Q3 2025 post-earnings thoughts X Shareholder since 2023 (17 % of portfolio). Once a flawless compounder now a drag on performance and patience. When your biggest holding stumbles you reassess. 👇"
X Link 2025-10-25T17:38Z 1142 followers, 35.5K engagements

"3/14 Enter Rko. In 2019 Karlsson partnered with Tomas Billing (ex-Nordstjernan CEO) and raised SEK 4.5B in days. Now XX companies across the UK Nordics Netherlands Germany & France. All built on the same proven playbook: X. Buy niche SMEs X. Asset-light + profitable X. Strong positions in tiny markets X. Zero integration X. Permanent ownership The Scandinavian compounder model"
X Link 2025-12-01T11:57Z 1142 followers, XXX engagements

"Constellation Software $CSU.TO $CSU Imagine buying this for 10x FCFA2S in 2010. You'd have a 3x on multiple alone. Even after last XX% drop. Now add the XX% FCFA2S CAGR. 1k turns into 87k. Unbelievable"
X Link 2025-12-05T13:45Z 1142 followers, 9527 engagements

"Even the best quality-oriented investors go through rough years. Heres a basket of names publicly discussed by Chris Mayer author of XXX Baggers. On average slightly negative YTD. His positions performed exceptionally well recent years. Process 1-year performance. $SGN.WA $HEI $LIFCO.ST $TEQ.ST $TOI.V $DNP.WA $BRO $CSU $LMN.V $CPRT"
X Link 2025-12-08T13:54Z 1142 followers, 58.2K engagements

"Quality Watchlist for XX 📈 📌 Part X of X North America United States $QXO Brad Jacobs newest project after XX years building roll-ups. $ROL The best-in-class pest control consolidator combining recurring contracts pricing power and steady tuck-in M&A in a highly fragmented market. $DUOL Education platform with strong network effects flexing operational leverage and a long runway across multiple learning verticals. $POOL The dominant distributor to the highly fragmented pool industry benefiting from scale pricing power and recurring maintenance demand. $ODFL The gold-standard LTL operator"
X Link 2025-12-12T16:36Z 1143 followers, 19.9K engagements

"Quality Watchlist for XX 📈 📌 Part X of X Rest of World Brazil $NU Hyper-scaling digital bank with 100M+ users and profitability exploding ahead of valuation. Argentina $MELI XX quarters 30%+ growth tech juggernaut dominating LatAm. Uruguay $DLO Cross-border payments platform compounding through emerging markets. Australia $TEA.AX Mission-critical industrial maintenance provider with XX percent recurring revenue and XX percent ROIIC. Kazakhstan $KSPI Cheapest quality Super App: XX percent ROE fintech compounding double digits at 8x earnings. Singapore $SE E-commerce and fintech ecosystem"
X Link 2025-12-14T18:34Z 1142 followers, 21.4K engagements

"@CapexAndChill Fully agree. Uncertainty creates discomfort. Us engineers like to focus on numbers over narrative"
X Link 2025-12-18T20:20Z 1142 followers, XXX engagements

"@CapexAndChill 💯"
X Link 2025-12-18T20:41Z 1143 followers, XX engagements