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@StockCompil Stock Analysis Compilation
Stock Analysis Compilation posts on X about investment, longterm, cash flow, infrastructure the most. They currently have XXXXX followers and 2991 posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XXXX%
- X Months XXXXXXXXX +9.60%
- X Year XXXXXXXXX +63%
Mentions: XXX #
- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX +14%
- X Year XXXXX +68%
Followers: XXXXX #
- X Week XXXXX +0.86%
- X Month XXXXX +3.70%
- X Months XXXXX +26%
- X Year XXXXX +73%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks finance cryptocurrencies countries technology brands fashion brands automotive brands travel destinations social networks
Social topic influence investment #5123, longterm #309, cash flow #193, infrastructure #1999, thesis #8, insurance #1595, $fevr #1, worlds largest #457, $relx #2, $cdw #5
Top assets mentioned RealFevr (FEVR) RELX PLC (RELX) CDW common stock (CDW) Deckers Outdoor, Corp. (DECK) Becton Dickinson and Co (BDX) Beldex (BDX) Thermo Fisher Scientific Inc. (TMO) Cencora, Inc. (COR) Coreto (COR) Hubbell, Inc. (HUBB) Nu Holdings Ltd. (NU) NuCypher (NU) HORIZON KINETICS HOLDING (HKHC) Applied Materials, Inc. (AMAT) Spotify Technology (SPOT) Urban Outfitters Inc (URBN) Bedrock (BR) Cheeseball (CB) Windoge98 (EXE) Websea (WBS) Webster Financial, Corp. (WBS) AECOM (ACM) AC Milan Fan Token (ACM) Brookfield Asset Management Inc (BAM) Iqvia Holdings Inc (IQV) Everus Construction Group, Inc. (ECG) Ingersoll Rand Inc (IR) Howard Hughes Holdings Inc. (HHH) Berkshire Hathaway Inc. (BRK.A) IDEXX Laboratories, Inc. (IDXX) KB Financial Group Inc (KB) Intuitive Surgical, Inc. (ISRG) Electronic Arts Inc. (EA) Crown Castle Inc (CCI) Navigator Exchange (NAVI) KKR & Co, Inc. (KKR) Everest Group, Ltd. (EG) MarketAxess Holdings Inc. (MKTX) Owens Corning (OC) Carlisle Companies, Inc. (CSL) Thetan Arena (THG) AS Roma Fan Token (ASR) Artificial Liquid Intelligence (ALI) General Electric Company (GE)
Top Social Posts #
Top posts by engagements in the last XX hours
"Heartland Opportunistic Value Equity Strategy on Becton Dickinson $BDX US Thesis: BDX is undervalued at a XX% discount to healthcare peers despite its strong position in the market and potential for growth amid recent challenges. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-08T17:31Z 8702 followers, 1487 engagements
"TCW Relative Value Mid Cap Fund on Urban Outfitters Inc. $URBN US Thesis: Urban Outfitters Inc. is a global consumer brand portfolio with growth potential driven by brand recovery new product launches and market expansion efforts. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-25T19:30Z 8702 followers, 1220 engagements
"Ensemble Capital on Broadridge Financial Solutions $BR: (extract from their Q4 letter)"
X Link @StockCompil 2024-01-23T16:01Z 8703 followers, XXX engagements
"The London Company Income Equity on Chubb Limited $CB US Thesis: Chubb Limited is a well-managed insurance provider with strong growth potential disciplined underwriting and geographical diversification making it a compelling long-term investment. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-30T17:30Z 8702 followers, 1354 engagements
"Loomis Sayles Growth Fund on Thermo Fisher Scientific $TMO US Thesis: Thermo Fisher Scientific (TMO) is well-positioned for long-term growth in the life sciences tools industry with a strong focus on biopharma anticipated high-single-digit revenue growth and undervalued share price offering a compelling investment opportunity despite current market pessimism. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-31T21:30Z 8702 followers, 2508 engagements
"Tamim Global Tech and Innovation on Expand Energy Corporation $EXE US Thesis: Expand Energy Corporation is a pivotal natural gas producer in the US significantly enhancing its production capacity through a merger with Southwestern Energy and plays a crucial role in supplying the energy needed for the growing AI and robotics sectors. (Extract from their 04'25 letter)"
X Link @StockCompil 2025-07-07T21:30Z 8702 followers, 1559 engagements
"Smid Fund on Webster Financial Corporation $WBS US Thesis: Webster is a regional bank with strong fundamentals and an attractive valuation poised for a positive re-rating. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-06-25T13:30Z 8689 followers, 1186 engagements
"TAMIM Fund Global High Conviction on AECOM $ACM US Thesis: AECOM is a well-positioned investment in the infrastructure sector with consistent revenue growth and a strong global presence despite some regional risks. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-26T21:30Z 8704 followers, 2626 engagements
"Saltlight Capital on Brookfield Corporation $BAM US Thesis: Brookfield is strategically positioned to capitalize on the growing demand for renewable energy and AI infrastructure financing backed by a substantial $XXX billion commitment to major projects over five years while leveraging its expertise in mitigating risks through innovative financial strategies. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-09T17:10Z 8695 followers, 1899 engagements
"Artisan Global Opportunities Strategy on Cencora $COR US Thesis: Cencora is a major drug distributor enhancing its specialty drug business through higher margin services and acquisitions positioning itself for increased market share and profits. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-17T13:30Z 8700 followers, 1471 engagements
"Gator on Virtus $VRTS US Thesis: With strong cash flow low valuation and strategic M&A potential Virtus offers a compelling mix of upside and resilienceif management can overcome near-term asset flow challenges. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-05-28T17:30Z 8703 followers, 1533 engagements
"Baron Funds on SK hynix $000660 KS Thesis: Leading memory semiconductor company poised for strong earnings growth driven by AI demand and structural market trends (Extract from their Q1 letter)"
X Link @StockCompil 2024-07-05T07:44Z 8691 followers, 2764 engagements
"Vulcan Value Partners on IQVIA Holdings $IQV US Thesis: IQVIA Holdings is the world's largest contract research organization leveraging its extensive data and services to support drug development and commercialization while navigating current industry challenges. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-05T13:30Z 8703 followers, 1435 engagements
"Riverwater Sustainable Value Strategy on Everus Construction Group $ECG US Thesis: Everus Construction Group (ECG) is a promising investment opportunity trading at a significant discount due to temporary market conditions with a strong backlog and favorable growth outlook driven by rising power demand and infrastructure needs. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-25T21:30Z 8694 followers, 1608 engagements
"Donville Kent on Zedcor $ZDC CN Thesis: Zedcor is a high-growth investment opportunity with strong revenue and income projections poised for significant stock appreciation as it expands in the US market. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-13T19:30Z 8702 followers, 1348 engagements
"Liontrust GF Sustainable Future Global Growth Fund on Ingersoll Rand $IR US Thesis: Ingersoll Rand is a key player in enhancing resource efficiency by providing energy-efficient compressors essential for manufacturing processes offering significant potential for reducing electricity expenses. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-21T17:30Z 8702 followers, 1788 engagements
"Pershing Square on Howard Hughes Holdings $HHH US Thesis: HHH is aiming to transform into a modern holding company akin to Berkshire Hathaway by acquiring a profitable property casualty insurance company leveraging its cash flows and investment strategies to enhance long-term shareholder value. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-07T13:30Z 8703 followers, 3159 engagements
"Platinium AM on IDEXX Laboratories Inc. $IDXX US Thesis: IDEXX is a leading global provider of veterinary diagnostics and software enabling veterinarians to deliver rapid in-clinic testing while generating continuous revenue through high-margin consumables. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-16T19:30Z 8702 followers, 1485 engagements
"Harris Oakmark Global Strategy on KB Financial Group $KB A Thesis: KB Financial Group is a leading South Korean bank with a strong capital position and focus on shareholder returns positioned to benefit from improving industry dynamics despite historical low returns on equity. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-10T17:30Z 8698 followers, 1653 engagements
"TAMIM Fund Global High Conviction on Ebara Corporation $6361 JP Thesis: Ebara Corporation is a strategic investment opportunity that blends traditional industrial operations with significant growth potential in infrastructure semiconductors and energy transition markets. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-28T13:31Z 8692 followers, 2096 engagements
"Guinness Sustainable Energy on Prysmian $PRY IM Thesis: Prysmian is a global leader in electrical and data cable manufacturing with strong growth potential in the offshore wind industry and a fully booked backlog until 2029 making it an attractive investment opportunity. (Extract from their 05'25 letter)"
X Link @StockCompil 2025-07-11T13:30Z 8701 followers, 1535 engagements
"Baron Health Care Fund on Intuitive Surgical Inc. $ISRG US Thesis: Intuitive Surgical Inc. is a competitively advantaged company with strong financials and growth potential driven by its da Vinci Surgical System and the expanding adoption of robotic surgery. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-08T15:30Z 8702 followers, 3334 engagements
"TCW Relative Value Mid Cap Fund on Electronic Arts Inc. $EA US Thesis: Electronic Arts is a global leader in digital interactive entertainment focused on expanding its gaming portfolio and technological integration while investing in AI for creativity ahead of the 2026 World Cup. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-01T17:30Z 8702 followers, 1516 engagements
"Sands Capital Global Growth on Pro Medicus $PME AU Thesis: Pro Medicus is a leading healthcare IT provider that specializes in cloud-native imaging software demonstrating strong growth potential and high customer loyalty. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-13T09:30Z 8703 followers, 1353 engagements
"Longleaf Partners International Fund on Glanbia $GLB IA Thesis: Glanbia is expected to reach a turning point in H1 with improving margins in Performance Nutrition potential resolution of underperforming brands and the strategic sale of its Dairy Nutrition business leading to a reassessment of its undervalued core divisions. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-22T19:30Z 8703 followers, 1523 engagements
"Heartland Value Plus Fund on Silicon Motion Technology Corp. $SIMO US Thesis: Silicon Motion Technology Corp. is a promising investment due to its transition toward higher-margin data center products and potential undervaluation despite recent market fluctuations. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-06T15:31Z 8703 followers, 1439 engagements
"Impact IM on RELX $RELX LN (Extract from their Q1 letter)"
X Link @StockCompil 2024-06-30T09:10Z 8703 followers, 1510 engagements
"Highwood Value Partners on Fever-Tree Drinks PLC $FEVR LN Thesis: Fever-Tree Drinks PLC is a leading premium mixer brand with significant market dominance particularly in the USA and represents a compelling investment opportunity due to its strong fundamentals and potential for recovery from recent cost challenges. (Extract from their Q4 letter)"
X Link @StockCompil 2025-03-22T20:30Z 8698 followers, 2661 engagements
"LRT Capital Management on Crown Castle $CCI US Thesis: Crown Castles unmatched tower infrastructure long-term contracts and strategic shift to a pure-play tower model position it as an essential high-margin enabler of the 5G-driven wireless revolution and a durable compounder in the nations digital future. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-07-19T21:30Z 8701 followers, 2417 engagements
"Madison Large Cap Fund on CDW Corporation $CDW US Thesis: CDW Corporation is a resilient value-added reseller of IT products poised for continued market share growth despite potential tariff impacts on hardware prices. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-23T15:31Z 8702 followers, 1423 engagements
"LRT Capital Management on Cencora Inc. $COR US Thesis: Cencora Inc. is a leading pharmaceutical distribution company with a strong competitive advantage in an oligopolistic market providing essential logistics and services that connect manufacturers with healthcare providers ensuring steady recession-proof growth and long-term value creation. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-07-19T13:30Z 8700 followers, 1846 engagements
"Heartland Value Fund on Photronics Inc. $PLAB US Thesis: Photronics Inc. (PLAB) is undervalued at $XX per share trading at less than 10x 2026 earnings forecasts with strong growth potential in semiconductor manufacturing amid a market recovery. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-03T15:30Z 8702 followers, 5221 engagements
"Fairlight Capital on Monument Mining Limited $MMY CN Thesis: Monument Mining combines low-cost gold production rising profitability and strong cash flow generation trading at an attractive valuation of 3x forward earnings (Extract from their Q3 letter)"
X Link @StockCompil 2024-12-12T18:29Z 8701 followers, 1592 engagements
"Sands Capital Emerging Markets Growth on MediaTek $2454 TT Thesis: MediaTek is a leading fabless semiconductor designer in Asia driving significant revenue from smartphone SoCs while also expanding into AI automotive computing and PCs with limited geopolitical risks benefiting its market position. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-08T19:30Z 8698 followers, 1456 engagements
"Alphyn Capital Management on KKR & Co Inc $KKR US Thesis: KKR & Co Inc is well-positioned for resilient growth due to its robust cash-flow engine driven by steady management fees strong insurance earnings and strategic long-term holdings despite recent market concerns. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-07-21T21:30Z 8699 followers, 2217 engagements
"Heartland Mid Cap Value Fund on Everest Group LTD $EG US Thesis: Everest Group LTD is a Deep Value global insurer trading at a heavily discounted valuation due to previous management's poor underwriting decisions now being repositioned by new leadership through a shrink-to-grow strategy. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-04T17:30Z 8702 followers, 1440 engagements
"LRT Capital Management on MarketAxess Holdings Inc. $MKTX US Thesis: MarketAxess Holdings Inc. is a leader in electronic trading of fixed-income securities leveraging a self-reinforcing network effect and advanced technology to enhance transparency liquidity and efficiency in the corporate bond market. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-07-22T17:30Z 8701 followers, 1487 engagements
"Ariel Global on Owens Corning (OC) $OC US Thesis: Owens Corning is a leading global manufacturer of building materials with strong profitability in roofing and insulation benefiting from market concentration sustainability focus and managements efficiency initiatives. (Extract from their Q4'24 letter)"
X Link @StockCompil 2025-05-09T21:30Z 8702 followers, 1659 engagements
"Sands Capital Global Growth on Carlisle Companies $CSL US Thesis: Carlisle Companies is the largest U.S. manufacturer of commercial roofing materials benefiting from durable competitive advantages and a non-discretionary market that supports resilient earnings driven by long-term growth in demand for roof replacement. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-10T17:30Z 8702 followers, 1440 engagements
"Madison Small Cap Fund on The Hanover Insurance Group $THG US Thesis: The Hanover Insurance Group is a high-quality underfollowed P&C insurance company with a diversified business mix and an assessed intrinsic value of $XXX. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-20T13:30Z 8699 followers, 1454 engagements
"Harris Oakmark International Equity Strategy on ASR Nederland $ASR NA Thesis: ASR Nederland is a well-positioned Dutch insurance and investment holding company anticipated to benefit from regulatory reforms and market consolidation while effectively returning cash to shareholders especially following its 2023 acquisition of Aegon Netherlands. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-15T19:33Z 8701 followers, 1845 engagements
"Harris Oakmark International Small Cap Strategy on Ayala Land $ALI PM Thesis: Ayala Land is the largest private land-owner in the Philippines and an attractive investment opportunity due to favorable demographic trends a consumption-driven economy and a strategic shift towards profitable estate development. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-14T19:30Z 8703 followers, 1917 engagements
"Harding Loevner International Equity on Safran $SAF FP Thesis: Safran is a French industrial leader in commercial aerospace primarily benefiting from its joint venture with General Electric and promising growth in global air traffic. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-03T13:30Z 8701 followers, 1227 engagements
"Troy AM on Hubbell $HUBB US Thesis: Hubbell is a reputable company with a strong track record and growth potential in the essential electrical equipment market leveraging its competitive advantages to benefit from significant future grid investments. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-12T21:30Z 8702 followers, 1597 engagements
"Tamim Fund Global High Conviction on Evonik Industries AG $EVK GY Thesis: Evonik Industries AG is a strong investment opportunity due to its solid performance in specialty chemicals operational efficiencies and attractive valuation despite its growth potential and strategic improvements. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-05-28T13:30Z 8698 followers, 9752 engagements
"Mayar Capital on Croda International $CRDA LN Thesis: Croda International is a reputable UK specialty chemicals company known for its innovative and sustainable high-performance ingredients across various industries demonstrating pricing power and resilience. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-18T17:30Z 8695 followers, 1268 engagements
"Cambiar Opportunity Fund on Regeneron Pharmaceuticals $REGN US Thesis: Regeneron is a high-quality biopharmaceutical operator with a strong R&D foundation a robust financial position and a favorable risk/reward opportunity despite a temporary revenue slowdown for its EYLEA product. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-07-01T17:30Z 8702 followers, 3706 engagements
"Guinness Global Quality Mid Cap on Anta Sports $2020 HK Thesis: Anta Sports is China's leading sportswear brand outpacing Nike and Adidas with a multi-brand strategy and a strong focus on online sales and DTC while expanding through acquisitions and international partnerships. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-01T13:30Z 8703 followers, 1140 engagements
"Holland Advisors on Nu Holdings $NU US Thesis: Nu Holdings is a disruptive force in consumer banking leveraging low unit costs and relentless customer focus to offer superior services and challenge traditional banks globally. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-13T21:30Z 8701 followers, 3457 engagements
"Renaissance IM Small Cap Growth on ADMA Biologics $ADMA US Thesis: ADMA Biologics is a commercial-stage biopharma company focused on plasma-based biologics for immune deficiencies and infectious disease prevention with strong growth prospects and a target of $X billion in revenue by 2030. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-08T21:30Z 8702 followers, 2318 engagements
"Harding Loevner Emerging Markets Equity on MercadoLibre $MELI US Thesis: MercadoLibre is a leading Brazilian e-commerce platform leveraging strong user engagement innovative services and a robust logistics network to maintain its competitive edge against emerging rivals like Shopee. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-07T15:31Z 8700 followers, 1522 engagements
"Aristotle Capital Large Cap Growth on Antero Resources $AR US Thesis: Antero Resources is a leading U.S. natural gas and NGL producer in the Appalachian Basin poised for strong free cash flow growth driven by increasing global demand and a robust financial position. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-02T21:30Z 8700 followers, 2124 engagements
"Ennismore Global Equity Fund on Cellnex Telecom $CLNX IM Thesis: Cellnex Telecom is transitioning from aggressive expansion to a focus on efficiency and shareholder value under new management. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-23T19:30Z 8702 followers, 2837 engagements
"Heartland Value Fund on Dentsply Sirona Inc. $XRAY US Thesis: Dentsply Sirona Inc. is a leading dental equipment supplier undergoing a management-led turnaround despite challenges in the global market with recent Q1 results indicating early signs of improved performance. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-03T21:30Z 8703 followers, 1398 engagements
"Sands Capital Select Growth on Carvana $CVNA US Thesis: Carvana is transforming the fragmented used car industry by providing a superior online purchasing experience aiming to capture a significant share of the market through convenience transparency and competitive pricing. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-13T21:30Z 8702 followers, 1877 engagements
"Artemis US Extended Alpha Fund on TransDigm $TDG US Thesis: TransDigm is a high-quality aerospace company with robust potential for revenue growth and strong margins trading at a discount despite its solid aftermarket and defense market prospects. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-09T21:32Z 8703 followers, 2836 engagements
"Parnassus Core Equity Fund on KLA $KLAC US Thesis: KLA is well-positioned for long-term growth due to high switching costs strong demand for advanced semiconductors and effective management despite recent stock price concerns related to weaker demand in China. (Extract from their Q4 letter)"
X Link @StockCompil 2025-04-02T17:31Z 8703 followers, 1746 engagements
"Horizon Kinetics on Japan Elevator Service Holdings Co Ltd $6544 JP Thesis: Japan Elevator Service Holdings Co Ltd is a rapidly growing independent service company in the elevator industry with a significant opportunity to capture market share and increase profitability currently holding a XX% market share but aiming for XX% through strategic investments and operational efficiency. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-08T17:30Z 8703 followers, 1857 engagements
"Sands Capital Global Growth on Intercontinental Exchange (ICE) $ICE US Thesis: Intercontinental Exchange (ICE) is a leading financial exchange operator that has diversified its offerings across various derivatives data services and mortgage technology positioning itself for sustained above-average earnings growth. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-09T17:31Z 8703 followers, 2186 engagements
"BA Beutel Goodman US Value Fund on Elevance Health Inc. $ELV US Thesis: Elevance Health Inc. is a major managed care organization poised for growth due to favorable trends in government outsourcing and value-based care despite current margin pressures. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-31T13:30Z 8696 followers, 3001 engagements
"Burke Wealth Management on Uber Technologies $UBER US Thesis: Uber Technologies is a leading global platform in mobility and delivery positioned for long-term growth despite uncertainties around autonomous driving and competitive dynamics in delivery. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-11T15:30Z 8702 followers, 2922 engagements
"Silver Beech on Southwest Gas Holdings $SWX US Thesis: Southwest Gas Holdings is a mid-cap utility company poised for significant valuation re-rating due to upcoming deconsolidation proactive deleveraging robust growth prospects and improved regulatory conditions. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-13T15:31Z 8702 followers, 1108 engagements
"Harding Loevner Emerging Markets Equity on Lojas Renner $LREN3 BZ Thesis: Lojas Renner is a Brazilian retailer that has successfully improved its profitability and operational efficiency after investing in online customization and supply chain enhancements positioning itself for margin recovery despite ongoing competition. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-07T17:31Z 8703 followers, 1393 engagements
"Middle Coast Investing on Deckers Outdoor $DECK US Thesis: Deckers Outdoor Corp (DECK) is a reasonably priced footwear company facing tariff uncertainties but poised for potential growth especially with its Hoka brand. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-17T19:30Z 8702 followers, 3074 engagements
"Harris Oakmark Global All Cap Strategy on Adidas $ADS GY Thesis: Adidas is a revitalized global sportswear leader poised for growth and margin expansion offering an attractive investment opportunity at a discount due to recent stock price declines. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-12T17:30Z 8703 followers, 1748 engagements
"Alger International Opportunities Fund on SK Hynix $000660 KS Thesis: SK Hynix is a leading memory manufacturer with a dominant position in high-bandwidth memory (HBM) leveraging advanced technology to capitalize on increasing demand from AI applications and improving market share and revenue. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-23T21:30Z 8703 followers, 1768 engagements
"Schafer Cullen Small Cap Value Equity on Newmark Group $NMRK US Thesis: Newmark Group (NMRK) is a leading commercial real estate services firm that is gaining market share and improving its revenue model while trading at an attractive entry point due to market over-discounting. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-12T21:30Z 8703 followers, 1477 engagements
"Artemis UK Select Fund on Bellway $BWY LN Thesis: Bellway is well positioned for growth with strong investments post-Covid trading at a discount and offering significant upside potential. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-01T17:30Z 8702 followers, 1118 engagements
"TCW Global Real Estate Fund on Public Storage $PSA US Thesis: Public Storage is the largest global self-storage provider capitalizing on digital and automation advancements to gain a competitive edge over smaller operators presenting a compelling roll-up opportunity. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-28T17:30Z 8702 followers, 1364 engagements
"RGA Investment Advisors on Fever-Tree Drinks PLC $FEVR LN Thesis: Fever-Tree is a premium mixer leader poised for significant growth through a strategic partnership with Molson Coors which addresses logistical challenges and enhances profit margins. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-30T15:31Z 8701 followers, 1370 engagements
"Aristotle Small Mid Cap Equity on Perrigo $PRGO US Thesis: Perrigo is a consumer health company undergoing a turnaround with new management's self-help initiatives aimed at improving profitability and driving above-average earnings growth. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-12T15:30Z 8703 followers, 1590 engagements
"AMG River Road Focused Absolute Value Fund on Murphy $MUSA US Thesis: Murphy USAs strategic locations near Walmart low-cost operations and capital-light model offer a compelling mix of high customer traffic and superior returns making it a structurally advantaged player in the convenience store industry. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-29T13:31Z 8701 followers, 1731 engagements
"Loomis Sayles International Growth Fund on Wisetech Global $WTC AU Thesis: Wisetech is poised for significant growth in the logistics software sector benefiting from market share gains and a unique global platform positioning it as a compelling investment opportunity. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-25T19:30Z 8703 followers, 2139 engagements
"Guinness Global Quality Mid Cap on Roper Technologies $ROP US Thesis: Roper Technologies is a long-term investor in vertical software companies focusing on organic growth and cash flow generation while capitalizing on the current market conditions to expand its portfolio. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-07-31T19:30Z 8703 followers, 2299 engagements
"Sands Capital International Growth on Galderma $GALD SW Thesis: Galderma is a leading Swiss dermatology company positioned for long-term above-average earnings growth due to its strong market presence innovative products and focus on high-margin injectables and therapeutics. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-14T08:32Z 8702 followers, 1133 engagements
"Harding Loevner International Small Companies Equity on Reply $REY IM Thesis: Reply is leveraging its diversified business model and decentralized structure to rapidly develop customized AI tools and services across multiple industries partnering with OpenAI to enhance its offerings. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-05T17:30Z 8703 followers, 1372 engagements
"Sands Capital Global Growth on On Holding $ON US Thesis: On Holding is an emerging premium global sportswear brand focused on innovation and sustainability with strong growth potential in the sports footwear market despite near-term risks. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-14T13:31Z 8702 followers, X engagements
"Artisan Value Equity Strategy on Thermo Fisher Scientific $TMO US Thesis: Thermo Fisher Scientific (TMO) is a leading life science tools company with strong growth potential in fast-growing markets solid financials and a largely recurring revenue model making it an attractive investment despite current market challenges. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-28T13:31Z 8702 followers, 1772 engagements
"Upslope Capital on Winpak $WPK CN Thesis: Winpaks under-levered balance sheet buyback program and stable earnings make it a compelling value investment despite secular headwinds (Extract from their Q2 letter)"
X Link @StockCompil 2024-07-19T15:52Z 8699 followers, 7029 engagements
"Gator Capital on WEX Inc. $WEX US Thesis: WEX Inc. is an attractive investment due to its high-quality capital-light business model low valuation strong free cash flow activist investor involvement and disciplined capital allocation strategy. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-07T17:30Z 8701 followers, 4270 engagements
"Diamond Hill Mid Cap Fund on Martin Marietta Materials $MLM US Thesis: Martin Marietta Materials is a strategically positioned heavy building materials supplier poised for growth making it an attractive investment opportunity following recent share price pressures. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-06-14T17:30Z 8703 followers, 1392 engagements
"Enterprise Group on Enterprise Group $E US Thesis: Enterprise Group is strategically positioned for substantial long-term growth after acquiring exclusive rights to high-margin technology with significant recurring revenue potential across Canada. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-12T17:30Z 8701 followers, 1769 engagements
"Schafer Cullen Enhanced Equity Income on Norfolk Southern $NSC US Thesis: Norfolk Southern is a rail network operator with a strong presence in the Eastern US showing signs of recovery in freight volumes after a downturn and aims to improve efficiency under new CEO Mark George. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-10T15:31Z 8702 followers, 1033 engagements
"Greenhaven Road Capital on Burford Capital $BUR LN Thesis: Burford Capital is a litigation funder with a market cap of $2.5B holding rights to multiple high-stakes cases including a $16B judgment against Argentina that could significantly boost its value. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-17T19:30Z 8702 followers, 6445 engagements
"FMI funds on Techtronic Industries Co. Ltd. $0669 HK Thesis: Techtronic Industries is a leading global manufacturer of cordless power tools well-positioned for growth despite current market concerns offering an attractive investment opportunity at a discount to its historical valuation. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-03T19:30Z 8699 followers, 1554 engagements
"Schafer Cullen Enhanced Equity Income on Paccar $PCAR US Thesis: Paccar is a well-positioned truck manufacturer with a strong brand portfolio a diversified business model and attractive valuation metrics poised for long-term growth despite short-term uncertainties. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-13T13:31Z 8702 followers, 1204 engagements
"Guinness Greater China on BYD $1211 HK Thesis: BYD is the world's largest electric vehicle company by sales volume holding a XX% market share in China and making significant strides in export markets particularly in Germany and the UK while benefiting from technological leadership and cost advantages. (Extract from their 05'25 letter)"
X Link @StockCompil 2025-07-15T13:30Z 8691 followers, 1787 engagements
"Latitude IM on Diageo $DGE LN Thesis: Diageo is well-positioned for growth despite recent volume declines potentially reflecting lower inventory rather than diminished demand making it a compelling investment opportunity. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-24T15:31Z 8698 followers, 1839 engagements
"Baron Focused Growth Fund on Vail Resorts $MTN US Thesis: Vail is well-positioned for long-term growth with strong financial visibility effective operational planning and a focus on enhancing guest experience supported by a strategic cost-cutting plan and a solid balance sheet. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-08T21:30Z 8703 followers, 3625 engagements
"Heartland Opportunistic Value Equity Strategy on Applied Materials Inc. $AMAT US Thesis: Applied Materials is poised for growth due to its dominant position in semiconductor manufacturing favorable market trends and strong insider support. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-07T13:31Z 8702 followers, 2267 engagements
"Clearbridge Mid Cap Strategy on Microchip Technology $MCHP US Thesis: Microchip Technology is an attractive investment opportunity due to its recovering market share and business visibility following the return of its former CEO and recent stock weakness. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-06-16T15:30Z 8702 followers, 1558 engagements
"Schafer Cullen High Dividend Value on Becton Dickinson $BDX US Thesis: Becton Dickinson is a global medical technology company with a strong market position currently trading at a low P/E ratio presenting growth opportunities despite recent headwinds. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-10T19:30Z 8701 followers, 1518 engagements
"Harris International Small Cap Strategy on Campari $CPR IM Thesis: Campari is a well-positioned global spirits producer with a strong portfolio that stands to benefit from cocktail culture growth and offers attractive investment opportunities at a 7-year low valuation. (Extract from their Q4 letter)"
X Link @StockCompil 2025-03-16T14:31Z 8701 followers, 1735 engagements
"Pender Strategic Growth and Income on Fevertree $FEVR LN Thesis: Fevertree is well-positioned for growth due to a game-changing US distribution partnership with Molson Coors despite facing short-term earnings volatility. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-05-14T13:30Z 8698 followers, 1340 engagements
"Kathmandu Capital on Grupo Aeroportuario Centro Norte S.A.B. de C.V. $OMAB US Thesis: Grupo Aeroportuario Centro Norte S.A.B. de C.V. (OMAB.NASDAQ) is a leading Mexican airport operator with a strong cash flow model significant barriers to entry and potential for favorable terms in its upcoming Master Development Program renewal. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-07-10T15:30Z 8702 followers, 2073 engagements
"Greystone on Sylogist $SYL CN Thesis: Sylogist is a non-profit and government software company experiencing a strong turnaround with promising SaaS growth projections and significant upside potential in its market value by 2027. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-14T11:33Z 8702 followers, 1017 engagements
"Black Bear on Builders FirstSource (BLDR) $BLDR US Thesis: Builders FirstSource (BLDR) is well-positioned for growth amid a U.S. housing shortage leveraging its value-added business model and strong cash flow despite current market headwinds. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-30T17:30Z 8703 followers, 2857 engagements
"Pender US Small Mid Cap Equity Fund on Deckers Outdoor Corporation $DECK US Thesis: Deckers is a strong capital return company with potential for growth despite short-term challenges trading at an attractive valuation. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-06T15:30Z 8702 followers, 3559 engagements
"Sands Capital Technology Innovators on Palo Alto Networks $PANW US Thesis: Palo Alto Networks is a leading cybersecurity platform with strong growth potential in Next-Generation Security driven by the increasing importance of AI in cybersecurity. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-14T19:30Z 8703 followers, 1334 engagements
"JDP Capital on Spotify $SPOT US Thesis: Spotify is poised to enhance its earnings potential by enabling direct billing for purchases within its app thereby reducing churn and expanding into a marketplace for various content creators while significantly increasing its revenue opportunities. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-08T15:32Z 8702 followers, 1707 engagements
"Wasatch GI on BellRing Brands $BRBR: "BellRings business is largely resistant to the potential effects of an economic slowdown or recession and stands to benefit from the growing popularity of protein drinks as low-calorie meal replacements" (Extract from their Q4 letter)"
X Link @StockCompil 2024-04-03T16:05Z 8693 followers, XXX engagements
"Hardman Johnston Global Equity on Commerzbank $CBK GY Thesis: Commerzbank is a leading German bank undergoing a strategic transformation with a focus on profitability and digitalization presenting an attractive turnaround opportunity amid a recovering economy. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-02T17:31Z 8698 followers, 1411 engagements
"Matrix Asset Advisors on Applied Materials $AMAT US Thesis: Applied Materials is a strong investment poised to benefit from the rising demand for advanced semiconductor manufacturing due to AI and high-performance computing supported by its robust cash flow and strategic positioning. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-21T13:30Z 8703 followers, 2803 engagements
"RGA Investment Advisors on Peloton Interactive Inc. $PTON US Thesis: Peloton Interactive Inc is transforming into a profitable cash-generating business with significant growth potential by leveraging its strong brand expanding into strength and nutrition and effectively managing costs positioning itself well for future valuation increases. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-23T17:31Z 8702 followers, 8379 engagements
"Sands Capital Emerging Markets Growth on Xiaomi $1810 HK Thesis: Xiaomi is a global consumer technology leader with a unique ecosystem that integrates smartphones IoT devices and electric vehicles positioning it for long-term growth through high-quality affordable products and seamless integration across categories. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-11T17:30Z 8703 followers, 1115 engagements
"Baron Global Advantage Fund on Illumina Inc. $ILMN US Thesis: Illumina Inc. is a leading DNA sequencing platform with strong long-term growth potential despite recent pressures driven by its competitive advantages in the expanding $XX billion clinical diagnostics market. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-03T15:32Z 8703 followers, 1549 engagements
"Renaissance IM MidCap Growth on Dynatrace $DT US Thesis: Dynatrace is a leading provider of observability services benefiting from strong growth drivers such as the shift to cloud and AI while consolidating customer demand onto a single platform. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-12T19:30Z 8702 followers, 1688 engagements
"Artisan Non US Small Mid Growth Strategy on ConvaTec $CTEC LN Thesis: ConvaTec is an attractively valued UK-based company with promising potential in infusion set pumps strong recurring revenues and innovative technologies projecting a high-single-digit free cash flow yield. (Extract from their Q4 letter)"
X Link @StockCompil 2025-02-15T14:03Z 8701 followers, 1399 engagements
"TAMIM Fund Global High Conviction on CK Hutchison Holdings Ltd. $CKHLY US Thesis: CK Hutchison Holdings Ltd. is attractively priced at around 10x P/E benefiting from a potential $XX billion windfall from the Panama Canal deal demonstrating the advantages of investing in listed infrastructure amidst changing geopolitical conditions. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-27T17:30Z 8703 followers, 1381 engagements
"Macquarie Core Equity Fund on Advanced Micro Devices Inc. (AMD) $AMD US Thesis: Advanced Micro Devices Inc. is positioned to significantly increase its market share in AI GPUs by 2027 potentially rivaling industry leader NVIDIA and driving larger revenue gains than currently anticipated. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-24T13:31Z 8689 followers, 1545 engagements
"Third Point on CoStar Group $CSGP US Thesis: CoStar is positioned for significant growth due to its dominant market share and potential for improved capital allocation despite challenges in its residential real estate expansion. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-05-23T15:30Z 8692 followers, 1652 engagements
"Bell Global Equities Fund on Deckers Outdoor Corporation $DECK US Thesis: Deckers Outdoor Corporation is a strong financial performer in the footwear industry that recently became a portfolio addition after a significant decline in share price presenting an opportunity for future gains despite anticipated volatility. (Extract from their 05'25 letter)"
X Link @StockCompil 2025-07-15T15:30Z 8692 followers, 2970 engagements
"Baron Real Estate Income Fund on Iron Mountain Incorporated $IRM US Thesis: Iron Mountain is a company with a stable records management business and a rapidly expanding data center segment expected to grow overall cash flow by around XX% and per share by high single digits in the coming years. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-11T15:31Z 8696 followers, 1366 engagements
"Hardman Johnston Global Equity on UnitedHealth Group $UNH US Thesis: UnitedHealth Group is a defensive investment that was exited due to rising uncertainty from increased medical loss ratios lowered guidance and regulatory risks. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-06T19:30Z 8700 followers, 2977 engagements
"Heartland Value Plus Fund on Envista Holdings Corp. $NVST US Thesis: Envista Holdings Corp. is a resilient dental equipment supplier showing better-than-expected demand and positive management initiatives despite recent economic concerns trading at a significant discount to its historical earnings multiple. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-05T21:30Z 8700 followers, 1497 engagements
"Alger Mid Cap Focus Fund on Axon Enterprise $AXON US Thesis: Axon Enterprise is a leading global provider of public safety solutions notably TASER devices video technology and software with strong growth across its segments and established relationships with nearly all U.S. law enforcement agencies. (Extract from their Q4 letter)"
X Link @StockCompil 2025-03-09T20:31Z 8702 followers, 2080 engagements
"Lakehouse Global Growth Fund on Pinterest $PINS US Thesis: Pinterest is a unique visual discovery platform with strong commercial intent and significant growth potential in advertising bolstered by recent CEO leadership and innovative tools that enhance monetization strategies. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-05T15:30Z 8702 followers, 2926 engagements
"Baron Global Advantage Fund on Nu Holdings Ltd. $NU US Thesis: Nu Holdings Ltd. is a rapidly growing digital bank in Latin America disrupting traditional banking with a tech-first platform a strong brand and significant growth potential in underserved markets. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-28T21:31Z 8703 followers, 3925 engagements
"Aoris on Jack Henry & Associates $JKHY US Thesis: Jack Henry is a leading US software provider for banks and credit unions known for its high customer satisfaction and potential for continued earnings growth. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-02T19:30Z 8700 followers, 2053 engagements
"Baron Capital on Equity Residential and AvalonBay Communities $EQR $AVB Thesis: Equity Residential and AvalonBays high-quality portfolios and attractive valuations position them for strong long-term returns (Extract from their Q2 letter)"
X Link @StockCompil 2024-09-07T15:56Z 8703 followers, 1732 engagements
"Artisan US Mid Cap Value Strategy on CDW $CDW US Thesis: CDW is a resilient value-added reseller of IT solutions poised for steady growth by consolidating its share in the fragmented VAR market particularly by serving small and medium businesses. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-07-25T21:30Z 8702 followers, 1939 engagements
"Horos AM on Liberty Global $LBTYA US Thesis: Liberty Global is a telecommunications holding company that presents an attractive investment opportunity due to its significant asset discount and management's initiatives to enhance shareholder value. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-10T19:30Z 8701 followers, 3396 engagements
"Sands Capital Global Leaders on Compass Group $CPG LN Thesis: Compass Group is a leading contract catering provider poised for continued growth in a $XXX billion industry by outsourcing food service operations delivering tailored solutions and maintaining pricing advantages. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-11T13:30Z 8702 followers, 1227 engagements
"Lindsell Train Global Equity Fund on Fair Isaac Corp $FICO US Thesis: Despite regulatory headwinds FICOs dominant market position pricing power and adaptable growth strategybolstered by strong distribution partnerships and aggressive buybackshighlight a resilient business model primed to withstand competitive threats. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-19T15:31Z 8698 followers, 3258 engagements
"Greystone CM on Medical Facilities Corp. $MFC US Thesis: Medical Facilities Corp. is a solid value investment with a strong cash flow consistent share repurchases and resilient growth in a stable market. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-14T17:31Z 8703 followers, XXX engagements
"Davis International Fund on ITOCHU $8001 JP Thesis: ITOCHU is a leading Japanese trading and investment company with a disciplined approach to capital allocation focusing on steady returns and long-term growth across various industries. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-09T19:30Z 8702 followers, 1303 engagements
"Schafer Cullen International High Dividend on National Grid $NG/ LN Thesis: National Grid is a regulated utility operator in the UK and US poised for significant growth due to strong renewable energy initiatives expected to drive a 6-8% earnings per share CAGR and consistent dividend growth through the end of the decade. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-10T13:31Z 8701 followers, 1219 engagements
"Harris Oakmark International Small Cap Strategy on Amplifon $AMP IM Thesis: Amplifon is well-positioned for growth in the hearing aid market benefiting from favorable demographics and a critical retail role despite recent valuation lows. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-11T13:30Z 8703 followers, 1647 engagements
"Artisan Partners on RELX $RELX LN RELX is a European leader in AI given its experience with large language models and launching AI products across multiple business segments (Extract from their Q1 letter)"
X Link @StockCompil 2024-06-21T10:56Z 8703 followers, 1207 engagements
"Choice Equities on Modine Manufacturing Company (MOD) $MOD US Thesis: Modine Manufacturing Company is effectively executing its transformation strategy under CEO Neil Brinker leveraging the Danaher Business System with expectations of sustained topline growth and mid-teens earnings growth driven by durable demand in key segments and strategic acquisitions. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-05T17:30Z 8702 followers, 1468 engagements
"Schafer Cullen Enhanced Equity Income on ConocoPhillips $COP US Thesis: ConocoPhillips is an attractive investment due to its strong free cash flow outlook disciplined capital allocation and potential for significant shareholder returns through dividends and buybacks. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-12T15:30Z 8703 followers, 1892 engagements
"TAMIM Fund Australia All Cap on Bioxyne $BXN AU Thesis: Bioxyne is a rapidly emerging leader in the medical cannabis manufacturing sector leveraging its regulatory expertise and advanced production capabilities to target significant international growth and project revenues nearing $XXX million within the next few years. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-05T13:30Z 8703 followers, 1308 engagements
"Baron Emerging Markets Fund on BYD $1211 HK Thesis: BYD is China's largest EV manufacturer with a dominant market share and competitive advantages in vertical integration and cost structure positioning it for significant growth and shareholder returns as it expands internationally. (Extract from their Q1 letter)"
X Link @StockCompil 2025-04-30T17:30Z 8701 followers, 1428 engagements
"Sands Capital Technology Innovators on Spotify $SPOT US Thesis: Spotify is the leading audio streaming service with significant market share inelastic demand and strong pricing power poised for gross and operating margin improvement over the next five years. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-11T21:30Z 8702 followers, 1504 engagements
"Longleaf on ESR Group $1821 HK Thesis: ESR Group's strategic shift to a capital-light model and decreasing China exposure coupled with a potential privatization offer presents a significant revaluation opportunity (Extract from their Q2 letter)"
X Link @StockCompil 2024-08-08T07:27Z 8703 followers, 3690 engagements
"TAMIM Fund Global High Conviction on F5 Inc. $FFIV US Thesis: F5 Inc. is an attractive defensive technology investment with strong multicloud partnerships robust financials and a critical role in global cloud infrastructure. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-01T21:30Z 8701 followers, 1529 engagements
"Macquarie Value Fund on CDW Corp. $CDW US Thesis: CDW Corp. is a leading IT solutions provider well-positioned to benefit from device spending AI adoption and a strong capital allocation program amid a favorable valuation. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-06-07T15:30Z 8701 followers, 1426 engagements
"Sands Capital Select Growth on Arthur J. Gallagher & Co. $AJG US Thesis: Arthur J. Gallagher (AJG) is the largest middle-market commercial insurance broker in the U.S. and third-largest globally leveraging acquisitions and technology for sustainable growth in a resilient market. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-11T19:30Z 8703 followers, 1524 engagements
"TAMIM Fund Global High Conviction on Santen Pharmaceutical Co. Ltd. $4536 JP Thesis: Santen Pharmaceutical Co. Ltd. is a specialized ophthalmology company with a strong product portfolio and an innovative pipeline poised to benefit from regional growth in Asia amid a challenging US pharmaceutical landscape. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-30T13:31Z 8703 followers, 1151 engagements
"Harding Loevner on Adobe $ADBE US Thesis: Adobe is strategically positioned to thrive as a vital editing layer in the surge of AI-generated visual content demonstrating strong financial performance and an expanding user base despite short-term market concerns. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-04T13:30Z 8702 followers, 8309 engagements
"Longriver Partners Fund on Hikari $6247 Thesis: Hikari Tsushin the 'Berkshire of Japan offers a rare deep value opportunity trading at just 3x trailing earnings with a portfolio of stable asset-light businesses (Extract from their Q3 letter link to the analysis in SAC#64)"
X Link @StockCompil 2024-11-16T08:06Z 8702 followers, 16.9K engagements
"Artisan US Mid Cap Value Strategy on Align Technology $ALGN US Thesis: Align Technology is a medical device company specializing in Invisalign clear aligners which we view as a high-quality investment opportunity acquired at a reasonable price following market volatility. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-07-26T13:30Z 8700 followers, 6246 engagements
"Baron Asset Fund on LPL Financial Holdings Inc. $LPLA US Thesis: LPL Financial Holdings Inc. is well-positioned to capitalize on the growing demand for independent financial advice by leveraging its leading technology scale and advisor incentives to gain market share and drive substantial EBITDA and earnings per share growth. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-08T19:30Z 8702 followers, 2205 engagements
"Baron International Growth Fund on Meituan $3690 HK Thesis: Meituan is a leading Chinese food delivery platform with over XX% market share and a strong local services super app expected to deliver over XX% compound earnings growth over the next three to four years. (Extract from their Q3 letter)"
X Link @StockCompil 2025-01-14T14:11Z 8698 followers, 1570 engagements
"Royce IP on Kyndryl Holdings $KD US Thesis: Kyndryl Holdings is the world's largest IT infrastructure services provider recently transitioning from an IBM-focused cost center to a more diversified technology partner experiencing a temporary revenue decline but expecting recovery. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-19T17:30Z 8703 followers, 1850 engagements
"Artisan International Explorer Strategy on Lion Corporation $4912 JP Thesis: Lion is a Japanese consumer toiletry business with strong brand recognition previously overlooked due to high valuation but now seen as an investment opportunity due to potential operational improvements and a receptive management team. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-31T17:30Z 8692 followers, 3877 engagements
"Baron India Fund on Max Healthcare Institute Limited $MAXHEALT IN Thesis: Max Healthcare Institute Limited is a leading Indian hospital chain poised for significant growth expected to more than double EBITDA while maintaining mid-teens revenue growth over the next three to five years under the leadership of CEO Abhay Soi. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-11T13:31Z 8698 followers, 1300 engagements
"Schafer Cullen Enhanced Equity Income on PPG Industries $PPG US Thesis: PPG Industries is an attractive investment opportunity due to its diversified revenue streams strong innovation potential for earnings recovery and solid positioning in high-growth markets despite macroeconomic challenges. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-09T21:30Z 8703 followers, 1386 engagements
"Latitude IM on Dollar Tree $DLTR US Thesis: Dollar Tree is poised for significant growth after selling Family Dollar leading to a stronger balance sheet and capital return to shareholders making it an attractive investment opportunity at a price of $XX. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-23T13:32Z 8699 followers, 1628 engagements
"LRT Capital Management on Petrleo Brasileiro S.A. - Petrobras $PBR US Thesis: Petrobras is a leading global energy producer driven by its vast pre-salt oil reserves and advanced deepwater technology focusing on maximizing value from its primary high-return exploration activities. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-07-20T17:30Z 8702 followers, 2919 engagements
"Harris Oakmark Global Concentrated Strategy on Alibaba Group $BABA US Thesis: Alibaba Group is a global technology leader poised for growth in e-commerce and cloud computing making it an undervalued investment opportunity with strong fundamentals and a focus on enhancing shareholder returns. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-16T17:31Z 8703 followers, 2994 engagements
"Baron Real Estate Income Fund on Prologis $PLD US Thesis: Prologis is poised for significant growth due to its strong real estate portfolio favorable market conditions and strategic expansion into data center development. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-07T19:54Z 8695 followers, 1724 engagements
"Baron Health Care Fund on Argenx SE $ARGX US Thesis: Argenx SE is a biotechnology company developing Vyvgart a leading FcRn inhibitor for autoimmune conditions with strong long-term growth potential despite recent lower-than-expected sales due to seasonal factors. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-06T19:30Z 8699 followers, 2411 engagements
"Madison Small Cap Fund on Advanced Drainage Systems $WMS US Thesis: Advanced Drainage Systems (WMS) is a leading manufacturer of high-performance drainage solutions with substantial advantages in scale distribution and cost positioned to benefit from increasing storm intensity and related water management challenges. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-18T13:31Z 8703 followers, 1302 engagements
"Horizon Kinetics on Texas Pacific Land $TPL US Thesis: TPL is a potentially undervalued investment due to unrealized revenues from natural gas production that will increase as pipeline capacity improves. (Extract from their Q4 letter)"
X Link @StockCompil 2025-03-20T20:30Z 8693 followers, 4367 engagements
"Voss Capital on Aecon Group $ARE CN Thesis: Aecon Group is experiencing strong growth in its Utilities and Nuclear segments while facing challenges in its construction sectors suggesting a potential XX% upside to $XX per share. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-01T13:32Z 8702 followers, 1410 engagements
"Heartland Mid Cap Value Fund on Hubbell Inc $HUBB US Thesis: Hubbell Inc is a leading electrical component manufacturer now attractively priced after a strategic shift towards utility markets benefiting from ongoing demand for infrastructure upgrades. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-03T17:31Z 8702 followers, 1327 engagements
"Hardman Johnston Global Equity on Hitachi Ltd. $6501 JP Thesis: Hitachi Ltd. is a major industrial group streamlining its portfolio to focus on high-return segments capitalizing on energy transition and nuclear fleet restarts while leveraging a growing software and AI strategy. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-02T21:30Z 8698 followers, 1439 engagements
"Vulcan VP on TPG $TPG US Thesis: TPG is a reputable alternative asset manager poised for growth in a thriving industry benefiting from strong fundraising capabilities and a commitment to returning capital to investors. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-05-24T17:30Z 8699 followers, 1585 engagements
"Vulcan on Jones Lang LaSalle $JLL US Thesis: Jones Lang LaSalle is a leading global commercial real estate service provider with diverse offerings and a resilient business model that enables consistent free cash flow. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-05-21T19:30Z 8702 followers, 1348 engagements
"LRT Capital Management on Canadian Imperial Bank of Commerce $CM CN Thesis: Canadian Imperial Bank of Commerce (CIBC) is a major Canadian financial institution focusing on enhancing its wealth management and U.S. commercial banking segments while leveraging its strong retail banking foundation for sustainable growth. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-17T21:30Z 8700 followers, 2076 engagements
"Bonsai Partners on Fever-Tree $FEVR LN Thesis: Fever-Tree is an attractive business due to its asset-light model strong brand recognition and significant cash generation from both exclusive partnerships and higher-margin sales leading to impressive growth and returns on invested capital. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-06T17:31Z 8703 followers, 2235 engagements
"Harris Oakmark US Large Value Strategy on Zimmer Biomet $ZBH US Thesis: Zimmer Biomet is a leading orthopedic medical device company poised for growth due to favorable market trends and operational improvements that are currently undervalued. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-16T21:30Z 8703 followers, 1578 engagements
"Orbis Global Equity on Corpay $CPAY US Thesis: Corpay is a company that helps businesses manage expenses and pay vendors through a network of services demonstrating strong financial performance and significant growth potential while currently trading at a discount compared to the broader market. (Extract from their Q4 letter)"
X Link @StockCompil 2025-04-02T19:30Z 8702 followers, 2155 engagements
"Clearbridge Sustainability Leaders Strategy on United Rentals $URI US Thesis: United Rentals is the largest construction equipment rental company in North America benefiting from a growing market shift towards renting competitive advantages in cost and scale and expected demand driven by U.S. infrastructure investments. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-06-29T15:30Z 8702 followers, 1851 engagements
"Lindsell Train on RELX $RELX LN Thesis: RELXs AI-driven transformation and leadership in data analytics make it a standout in legal and risk services. (Extract from their Q3 letter)"
X Link @StockCompil 2024-12-05T14:04Z 8703 followers, 1467 engagements
"Alphyn Capital Management on Fairfax Financial Holdings Ltd $FFH US Thesis: Fairfax Financial Holdings Ltd is well-positioned for attractive long-term returns due to its disciplined underwriting growing float increased fixed-income yields and strong associate earnings. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-07-19T17:30Z 8699 followers, 4342 engagements
"Greenhaven Road Capital on PAR Technology $PAR US Thesis: PAR Technology (PAR) is a promising investment with potential for significant growth and profitability despite uncertainties in customer acquisition timing and implementation due to its strong pipeline and recent successes with major clients like Burger King. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-13T13:30Z 8703 followers, 29.4K engagements
"Durable Advantage Fund on Amphenol $APH US Thesis: Amphenols technological leadership dominant AI data center connector position agile entrepreneurial culture and disciplined capital allocation position it for accelerated growth and sustained shareholder value creation. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-23T17:30Z 8700 followers, 3008 engagements
"Harris Oakmark Concentrated Strategy on Charles River Labs $CRL US Thesis: Charles River Labs is a leading provider of preclinical research services with a strong competitive advantage poised for growth despite current challenges making it an attractive investment opportunity. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-11T19:30Z 8701 followers, 1632 engagements
"Brown Advisory US Sustainable Growth Fund on Taiwan Semiconductor Manufacturing Company $TSM US Thesis: Taiwan Semiconductor Manufacturing Company (TSM) is a leading semiconductor foundry that dominates the global market with a focus on efficient manufacturing innovative technology and sustainable practices making it a crucial player in the digital transformation of the economy. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-09T17:32Z 8701 followers, 2157 engagements