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@TimelessCpnd Timeless CompoundersTimeless Compounders posts on X about $ferg, $wso, $lin, ceo the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXX% cryptocurrencies XX% countries XXXX% finance XXXX% currencies XXXX%
Social topic influence $ferg #456, $wso #1, $lin #5, ceo 12.5%, $carr #19, wso 12.5%, longterm #1033, $fie #1, lin 6.25%, $bfsa XXXX%
Top accounts mentioned or mentioned by @nabulio91 @olensrud @peragitotrader
Top assets mentioned Ferguson plc (FERG) Watsco, Inc. (WSO) Linde PLC (LIN) Carnomaly (CARR) BNBOFLEGENDS (BOL) Core & Main, Inc. (CNM) Fastenal Company (FAST) WW Grainger Inc (GWW) Adappter Token (ADP) ArchLoot (AL) Home Depot, Inc. (HD) Lowes Companies Inc (LOW) Masco, Corp. (MAS)
Top posts by engagements in the last XX hours
"π Insider alert - LINDE $LIN CEO just added to his position ( approx. USD X million). At a time when the share price sits near their 52-week low that could help boost confidence in one of the most unbreakable moats out there π"
X Link 2025-12-08T22:14Z XXX followers, XXX engagements
"π¨ New deep-dive coming shortly on Befesa $BFSA π¨ A company with: β» Real barriers to entry π Plants exactly where customers operate π Revenue mix of treatment fees + recovered metals Full breakdown of moat geography pricing power & risks dropping 6pm CET Boliden $BOL"
X Link 2025-12-07T13:01Z XXX followers, XXX engagements
"π¨ Ferguson $FERG Plunges 9%: Despite non-Resi outperforming with +12% // some bad news took over especially in HVAC: X US Resi Revenue π» X% X HVAC π» X% (was supposed to be a growth area) X Canada Profit π©Έ -XX% YoY More on each point π $CARR $WSO $CNM $FAST $GWW"
X Link 2025-12-09T22:19Z XXX followers, XXX engagements
"π $LIN had an ugly day. Sits well below its 100-day MA After weeks of decline shares are sitting near 52-week lows but long-term fundamentals still intact in my view β CEO just bought $ 1M worth of shares today $ADP $AL $AL.PA"
X Link 2025-12-08T21:32Z XXX followers, XXX engagements
"@olensrud I own both. $fie is new in portoflio very small position. However really like the US expansion - extremely well known example of these brands that become the word for the product in Germany apparently. Looked at Synsam but ultimately liked the Fielmann scale"
X Link 2025-11-26T21:03Z XXX followers, XXX engagements
"π¨ PORTFOLIO UPDATE π¨ Just added X strategic European Small/Mid-Caps that I believe offer good long-term value: X Keller Group plc $KLR X Kalmar Oyj $KALMAR X Fielmann Group AG $FIE Curious to know why these X and what is the Moat of each"
X Link 2025-11-15T18:17Z XXX followers, XXX engagements
"β HVAC : Down X% Despite being a strategic priority (& acquiring Moore Supply - Chicago) $FERG HVAC sales down X% YoY: πΈTransition to new efficiency standards causing friction β πΈ"pressured consumer" pulling back from renovation πΈ Bad for a supposed growth focus area $WSO"
X Link 2025-12-09T22:19Z XXX followers, XX engagements
"π US Residential: the pain Half of $FERG's US revenue is stuck in neutral (sales π» 1%) Management cites: πΈWeak housing starts π πΈSoft permit activity ππΈRenovation market remains "challenged" While Non-Resi is booming (+12%) it wasn't enough to save it $HD $LOW $MAS"
X Link 2025-12-09T22:19Z XXX followers, XXX engagements
"Ferguson - $ferg when I pull out this slide from previous quarter with HVAC up XX% and labelled growth area while in today earnings HVAC is down X% I start wondering π€ despite Ferguson management stressing repeatedly how bullish they are on this segment long term π $WSO $CARR"
X Link 2025-12-09T22:25Z XXX followers, XXX engagements