@VBATCAPITAL Avatar @VBATCAPITAL VALENCIAN BAT CAPITAL

VALENCIAN BAT CAPITAL posts on X about in the, investment, $bn, business the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 48% stocks 48% countries 7% cryptocurrencies 6% technology brands 3% currencies 3% luxury brands 2% exchanges 1% travel destinations 1% fashion brands 1%

Social topic influence in the 12%, investment 12%, $bn #26, business 10%, $wm 9%, $odfl #9, $erfpa 6%, insurance #1108, company 6%, has been 5%

Top accounts mentioned or mentioned by @searching4value @sempiterno_inv @sempiternoinv @beercamus @alwaysinvest @acipartnerhship @beer_camus

Top assets mentioned Brookfield Corporation (BN) Waste Management, Inc. (WM) Old Dominion Freight Line Inc (ODFL) Markel, Corp. (MKL) Howard Hughes Holdings Inc. (HHH) Diageo plc (DEO) Brookfield Asset Management Inc (BAM) Amazon.com, Inc. (AMZN) Summit Materials, Inc. Class A Common Stock (SUM) #MLM (#MLM) Eagle Materials, Inc. (EXP) Cemex S.A.B. de C.V. (CX) Vulcan Materials Company (VMC) CRH Public Limited Company (CRH) Brown-Forman Corporation Class A (BF.A) Brown-Forman Corporation Class B (BF.B) RLI Corp. (RLI) Arch Capital Group Ltd (ACGL) Brookfield Reinsurance Ltd. (BNRE) Canadian Pacific Railway (CP) DNP Select Income Fund Inc. (DNP) JOE (JOE) Granite Construction Inc. (GVA) Knife River Corporation (KNF) Construction Partners, Inc. Class A Common Stock (ROAD) United States Lime & Minerals (USLM) Titan America SA (TTAM) Acala Token (ACA) Canadian National Railway (CNI) Apollo Global Management, Inc. (APO) Linde PLC (LIN)

Top Social Posts

Top posts by engagements in the last [--] hours

"$EXOR is trading below 74/sh at a significant discount to its net asset value. Over the past [--] years its NAV/sh has compounded at 17.5% annually. A few weeks ago East [--] Dynasty Trust shared a sharp and deeply researched thesis on EXOR. 🧐🧐 https://east72.com.au/wp-content/uploads/2025/10/E72DT-Quarterly-Report-September-2025.pdf https://east72.com.au/wp-content/uploads/2025/10/E72DT-Quarterly-Report-September-2025.pdf"
X Link 2025-11-08T16:24Z [----] followers, [----] engagements

"Top [---] spirits brands by volume in [----]. To make it a little more visual I have indicated by color the main companies as Diageo $DGE $DEO Pernod Ricard $RI.PA Suntory Brown-Forman $BF.A $BF.B and Campari $CPR.MI Information obtained from: https://www.thespiritsbusiness.com/ https://www.thespiritsbusiness.com/"
X Link 2024-06-18T14:53Z [----] followers, 28.1K engagements

"Top [---] spirits brands by volume in [----] and last [--] years. Highlighted in colors: Diageo $DGE $DEO Pernod Ricard $RI.PA Suntory Brown-Forman $BF.A $BF.B and Campari $CPR.MI Information obtained from: https://thespiritsbusiness.com Top [---] spirits brands by volume in [----]. To make it a little more visual I have indicated by color the main companies as Diageo $DGE $DEO Pernod Ricard $RI.PA Suntory Brown-Forman $BF.A $BF.B and Campari $CPR.MI Information obtained from: https://t.co/bqtRavboEQ https://t.co/QQbab5vSjn https://thespiritsbusiness.com Top [---] spirits brands by volume in [----]. To make"
X Link 2025-07-29T08:54Z [----] followers, [----] engagements

"$ATD.TO Q2 [----] "During the quarter we repurchased [----] million shares for an amount of nearly $900 million through the buyback program. Subsequent to the end of the quarter [---] million shares were repurchased for an amount of approximately $306 million""
X Link 2025-11-25T17:45Z [----] followers, [---] engagements

"@Sempiterno_Inv Te recomiendo profundizar en las conference call para que veas como explican y evolucionan los "soft market" 2015-20 vs "hard market" 2020-25. Y por otro lado comprender su famoso "P&C underwriting clock". Esos dos conceptos son clave. Ahora mismo estamos en pico de mercado duro"
X Link 2026-02-10T21:21Z [----] followers, [--] engagements

"@beer_camus $ODFL is the standard that everyone in the industry should emulate. HTLD needs to address many issues beyond their control such as rising costs driver shortages pricing power its OR is far from optimal ROIC is low and they still need to successfully integrate acquisitions"
X Link 2026-02-14T16:17Z [----] followers, [--] engagements

"Since last year I did an investment thesis on Eurofins Scientific some of you wrote to me yesterday to find out my opinion. It's just my vision I understand that each one will have their own. I share it with you. $ERF.PA"
X Link 2024-06-25T10:49Z [----] followers, [----] engagements

"$WM: Technology applied to physical assets. 🚛🤖 A 59.5% operating expense ratio (an all-time record) is the effort in efficiency; a 30.1% EBITDA margin is the reward in profitability"
X Link 2026-01-29T20:14Z [----] followers, [---] engagements

"$ERF.PA "It's a no-brainer to buy back our shares.we might buy even more this year as we bought last year". Gilles Martin. In the meantime let's keep executing the plan and creating value"
X Link 2026-01-30T13:47Z [----] followers, [----] engagements

"This is how simply Bruce Flatt defined Brookfield during the [----] Investor Day. $BN $BAM"
X Link 2026-01-31T18:48Z [----] followers, [----] engagements

"The culture of durability and knowing when to swing. Not seeking the applause of the quarter but being there for decades to come. The discipline of saying 'no' is a defensive moat. $RLI $RLI understands that insurance is a business of margins not volume. Its ability to generate underwriting profits for three decades is a competitive advantage built on operational discipline. RLI has returned more in special dividends than the company was worth [--] years ago. https://t.co/uU8M1E5ERS $RLI understands that insurance is a business of margins not volume. Its ability to generate underwriting profits"
X Link 2026-02-01T18:01Z [----] followers, [---] engagements

"$ODFL Cost Discipline during a freight recession. Top-tier management. 💪🚛 I think a lot of people are ready to write us off but we keep those old headlines around for when the market eventually reflects back to the positive. CFO of $ODFL Q3 [--] 🚛 Average annual total return 23% (since 1999). Yes even through multiple freight recessions. https://t.co/DACwDqyd2W I think a lot of people are ready to write us off but we keep those old headlines around for when the market eventually reflects back to the positive. CFO of $ODFL Q3 [--] 🚛 Average annual total return 23% (since 1999). Yes even"
X Link 2026-02-05T18:36Z [----] followers, [---] engagements

"$ODFL A potential incremental margin of 47%. They have 30-35% excess capacity in their terminals. The first dollar of new freight has an extremely low marginal cost. When the economy turns ODFL's earnings are going to skyrocket much faster than its revenue"
X Link 2026-02-05T18:54Z [----] followers, [---] engagements

"$MKL Markel Group has been a top [--] holding in my portfolio for many years. Appointing Simon Wilson as CEO of Markel Insurance may be one of the best decisions they have ever made"
X Link 2026-02-06T09:42Z [----] followers, [----] engagements

"$MKL In insurance sometimes the best decision is not to write the policy. That isn't losing ground; its weeding the garden. I prefer a smaller more profitable business. The 92.9% combined ratio in the fourth quarter shows that perhaps the pruning is working. $MKL Markel Group has been a top [--] holding in my portfolio for many years. Appointing Simon Wilson as CEO of Markel Insurance may be one of the best decisions they have ever made. https://t.co/gxCoyV4eCQ $MKL Markel Group has been a top [--] holding in my portfolio for many years. Appointing Simon Wilson as CEO of Markel Insurance may be one"
X Link 2026-02-06T09:55Z [----] followers, [---] engagements

"The more I read or listen to Simon Wilson the more convinced I am that we are seeing a major transformation at Markel Insurance. $MKL 👌 $MKL Markel Group has been a top [--] holding in my portfolio for many years. Appointing Simon Wilson as CEO of Markel Insurance may be one of the best decisions they have ever made. https://t.co/gxCoyV4eCQ $MKL Markel Group has been a top [--] holding in my portfolio for many years. Appointing Simon Wilson as CEO of Markel Insurance may be one of the best decisions they have ever made. https://t.co/gxCoyV4eCQ"
X Link 2026-02-06T10:19Z [----] followers, [----] engagements

"Amazon securing its energy supply. Not sure about their current capacitylikely around 8-10 GWbut they plan to double it by [----]. $AMZN"
X Link 2026-02-08T17:25Z [----] followers, [---] engagements

""It's very different having 24% YoY growth on a $142 billion annualized run rate than to have a higher percentage growth on a meaningfully smaller base which is the case with our competitors". Andrew Jassy. $AMZN Q4 [----] Earnings Call"
X Link 2026-02-08T17:38Z [----] followers, [---] engagements

"Amazon is executing the Coca-Cola playbook: "Within an arms reach of desire." Just as Cokes vending machines sparked consumption by being everywhere "Amazon Now" (30-min delivery) is skyrocketing shopping frequency. $AMZN"
X Link 2026-02-08T17:54Z [----] followers, [---] engagements

"Strong results. Managing the cycle effectively and allocating capital prudently. $ACGL 💪"
X Link 2026-02-10T20:14Z [----] followers, [---] engagements

"Sharing a summary of Lindes Conf. Call. Sector's not at its peak. But it has pricing power network density critical supplies good culture good capital allocation. and if the future is in space it already supplies 3/4 of all launches. $LIN 🚀"
X Link 2026-02-11T15:42Z [----] followers, [---] engagements

"When terminal value becomes blurred the discounted cash flow model breaks down. A 50% price cut is rational if the probability of the company disappearing in [--] years has shifted from 1% to 30%. This isnt blood in the streets; it is the market adjusting the price to a reality🧠"
X Link 2026-02-12T11:46Z [----] followers, [---] engagements

"Investing when there is blood in the streets or major drawdowns is rational only if the business is eternal. If AI threatens its survival the current price could still be expensive. In times of change prudence beats statistics. When terminal value becomes blurred the discounted cash flow model breaks down. A 50% price cut is rational if the probability of the company disappearing in [--] years has shifted from 1% to 30%. This isnt blood in the streets; it is the market adjusting the price to a reality🧠 When terminal value becomes blurred the discounted cash flow model breaks down. A 50% price"
X Link 2026-02-12T12:33Z [----] followers, [---] engagements

"$BN Q4 [----] Letter to shareholders"
X Link 2026-02-12T15:32Z [----] followers, [----] engagements

"$BN Q4 [----] Letter to shareholders. 🫡"
X Link 2026-02-12T15:38Z [----] followers, [---] engagements

""Holding excess fortress capital means one never maximizes short-term returns but it should be considered insurance". "One must never be disrupted in the compounding process". Bruce Flatt. $BN Q4 [----] Letter to shareholders. 🫡"
X Link 2026-02-12T15:46Z [----] followers, [---] engagements

"GXO Q4 [----] Earnings Call: Key Excerpts. "Our future path will always be rooted in the foundations of culture and performance that Brad espoused. I heard him say recently 'move boldly and with speed' and I think that personifies our path at GXO". 👌"
X Link 2026-02-13T14:37Z [----] followers, [---] engagements

"Akre Focus Fund Q4 [----] Commentary. As in the Gom Jabbar test from Dune discipline consists not in chasing immediate performance but in "lying in wait" for it. "The trick is not minding that it hurts." $CSU $TOI"
X Link 2026-02-16T09:49Z [----] followers, [---] engagements

"Long-term vision and a lot of work to do in the business with the integration of Terminix but today after presenting good results 18%. $RTO (More than [--] months ago I shared my vision of the company). Today I share a investment thesis. 🧐🧐 It's about Rentokil Initial $RTO . I leave you the link in my profile. 🔗🔗 I hope you like it. (Subscribe and retweet if you want me to continue publishing investment ideas) 👇👇 https://t.co/dB4POvAdkL Today I share a investment thesis. 🧐🧐 It's about Rentokil Initial $RTO . I leave you the link in my profile. 🔗🔗 I hope you like it. (Subscribe and"
X Link 2024-03-07T14:31Z [----] followers, [----] engagements

"$BN $BNRE Q1 [----] Earnings Call. Brookfield Reinsurance has a long way to go with great returns. 🧐🤯"
X Link 2024-05-10T06:43Z [----] followers, [----] engagements

"We already have a winner $DGE $DEO Considering the current valuation which of these [--] stocks would you buy as the best long-term investment 🍸 Considering the current valuation which of these [--] stocks would you buy as the best long-term investment 🍸"
X Link 2024-05-14T14:52Z [----] followers, [----] engagements

"@searching4value They do weird things to be fiscally efficient. Today the companies $BN and $BNRE are twin companies ("paired entity"). https://bnre.brookfield.com/press-releases/brookfield-reinsurance-announces-commencement-exchange-offer#::text=Brookfield%20Reinsurance%20is%20a%20%E2%80%9Cpairedan%20interest%20in%20Brookfield%20Corporation%20 https://bnre.brookfield.com/press-releases/brookfield-reinsurance-announces-commencement-exchange-offer#::text=Brookfield%20Reinsurance%20is%20a%20%E2%80%9Cpairedan%20interest%20in%20Brookfield%20Corporation%20"
X Link 2024-06-18T14:37Z [----] followers, [--] engagements

"@searching4value And the company said the reason for the offering was to increase Brookfield Reinsurance's share base and market capitalization without any dilution to Brookfield Corp. or Brookfield Reinsurance shareholders"
X Link 2024-06-19T13:53Z [----] followers, [--] engagements

"Eurofins continues to execute investments and allocate capital with a long-term vision. In all investments it takes time to see results. The goal for [----] has not changed. The strategy is clear don't be confused by the adjusted parameters. $ERF"
X Link 2024-07-24T06:53Z [----] followers, [----] engagements

"$HHH $PSH 🧐 https://www.sec.gov/Archives/edgar/data/1336528/000093041324002260/c109726_sc13da.htm https://www.sec.gov/Archives/edgar/data/1336528/000093041324002260/c109726_sc13da.htm"
X Link 2024-08-07T06:38Z [----] followers, [----] engagements

"$MKL Markel Group performance in the last [--] years. 🧐"
X Link 2024-08-08T07:49Z [----] followers, [----] engagements

"Pershing Square Holdings. H1 [----]. $PSH Summary thread about PSH and comments about the companies in which it invests. 🧵🧵 [--]. Company Performance"
X Link 2024-08-16T09:29Z [----] followers, [----] engagements

"Howard Hughes $HHH and Seaport Entertainement Group $SEG 🏡"
X Link 2024-08-16T09:29Z [----] followers, [----] engagements

"Canadian Pacific Kansas City $CPKC $CP 🚂"
X Link 2024-08-16T09:29Z [----] followers, [---] engagements

"I have been disconnecting from social networks financial markets for almost a month. and I see that nothing has changed except my energy. As Buffett would say "continue accumulating liquidity and wait for a good hit.""
X Link 2024-09-23T11:20Z [----] followers, [---] engagements

"INVESTMENT IDEA. After a couple of weeks in Poland I have seen their stores everywhere. This month the company will begin trading on the Warsaw Stock Exchange. If you like $DNP you might want to check out this other company. Brief presentation 🧵🧐"
X Link 2024-10-05T09:09Z [----] followers, 94.9K engagements

"This is how Mr. Market sees Dino Polska's results today. $DNP +10% If you visit Poland try Paczki. Better than an American donut and without a hole. 😆"
X Link 2024-11-08T11:56Z [----] followers, [---] engagements

"Yesterday was the $PSH earnings call. And we now have a complete view of PSH's investment in $BN. Nothing new for those who know Brookfield in depth. But it is always interesting to know another possible opinion. 🧐"
X Link 2024-11-22T18:18Z [----] followers, 57.4K engagements

"Bill Ackman: "I personally worked very closely with Bruce Flatt.it was one of the most satisfying and successful experiences I've had working with another management team of another investment firm". $PSH $BN $BAM Although there were tough fights in the past to acquire GGP"
X Link 2024-11-22T18:35Z [----] followers, [----] engagements

"$ACGL If they do not see the moment to put capital to work in the business they consider that the stocks are not cheap they have little debt and low cost.the best thing is to return the money to the shareholder. Management team with good capital allocation and honest. 👍"
X Link 2024-12-11T11:00Z [----] followers, [---] engagements

"$WM is in a sector that is both essential and scarce due to the substantial reduction of landfill over the past few decades. $WM is finishing a period of large capex investments. I believe that the company can provide a boring profitability of 60-70% between now and [----]. 🧵🧵"
X Link 2025-01-08T11:12Z [----] followers, [----] engagements

"$WM is ending a period of capex investments. Total capex investments amount to $3 billion. $1.4 billion for recycling & $1.6 billion for renewable energy. Today they would have spent around 75% (In [----] - [---] million in [----] - [---] million and it will be greatly reduced.)"
X Link 2025-01-08T11:12Z [----] followers, [---] engagements

"$WM will only have obtained about 15% of the EBITDA they expect to receive from those investments in [----] which is about $800 million (or FCF $620 million). To take into account: the figures I quote are updated the values of the images correspond to Investor Day 2023"
X Link 2025-01-08T11:12Z [----] followers, [---] engagements

"A. Improvements in the recycling business. [--]. Process automation. $70M Annual Adj. Op. EBITDA Projected by [----]. $WM is about 40% of the way to moving from rear loading to side loading (res. & com. sector). Their goal is [--] basis points of margin expansion per year"
X Link 2025-01-08T11:12Z [----] followers, [---] engagements

"3. Expanding capacity in existing markets. Projected Incremental Annual Adj. Op. EBITDA $35M by [----]. Expected 1M+ Ton Increase in capacity automation capacity expansion benefits"
X Link 2025-01-08T11:12Z [----] followers, [--] engagements

"4. Enhancing recycle material quality. Projected Incremental Annual Adj. Op. EBITDA $70M by [----]. $WM continue to invest in MRFs they see huge benefits there 30%-35% cost efficiency. Final product is of higher quality 17% more combined value in the raw materials they sell"
X Link 2025-01-08T11:12Z [----] followers, [--] engagements

"We can see in the following image from Investor Day [----] this process of capex decrease and FCF recovery. In the latest conference calls we can get a more updated status from the image below. (The investments were somewhat higher)"
X Link 2025-01-08T11:12Z [----] followers, [--] engagements

"B. Improvements in the renewable energy bussiness. $WM will have [--] of the [--] planned projects online by year-end (2024) [--] million MMBtus for [----]. There are an additional [--] projects in active construction. Robust RNG demand expected to outpace supply"
X Link 2025-01-08T11:12Z [----] followers, [---] engagements

"Stericycle. -Revenue growth CAGR of 3% to 5% from 2023-2027. -Earnings and cash flow growth will benefit from the combination of strong top-line growth and the ability to leverage technology and process to optimize costs 13-17% adjusted EBITDA Growth Target Expected 2027"
X Link 2025-01-08T11:12Z [----] followers, [--] engagements

"$WM will see a step change in their leverage with the closing of the Stericycle acquisition. In the near term $WM expects a leverage ratio of approximately 3.6x. $WM expects to reduce that leverage to 2.75x to 3.0x within [--] months"
X Link 2025-01-08T11:12Z [----] followers, [--] engagements

"$WM has suspended its share buyback program due to the current focus on M&A growth and the acquisition of Stericycle. In [----] they have closed almost $1 billion in solid waste acquisitions. Its objective is to continue with the same level of acquisitions and usual growth"
X Link 2025-01-08T11:12Z [----] followers, [---] engagements

"In [----] I analyzed Clean Harbors $CLH but ultimately did not invest. This Christmas I've been updating my investment thesis. I recommend reading this book; it's a quick read informative and enjoyable. All my respect to your founder Alan S. McKim. I include some quotes.🧵🧵"
X Link 2025-01-14T11:07Z [----] followers, [---] engagements

"Praetorian Capital's comments on the vision and valuation of St. Joe Company. $JOE"
X Link 2025-01-15T14:04Z [----] followers, [---] engagements

"Adaptability to demand. Reliable service. Customer focus. Gain market share. Long-term vision even if it implies short-term pain. Satisfied employees. Competitive advantages. $ODFL 🚛 💪"
X Link 2025-02-07T09:04Z [----] followers, [---] engagements

"Yesterday I fell asleep thinking about Bill Ackman's acquisition of $HHH and then I dreamed that Bruce Flatt raised the offer to $110/share and integrated it into Brookfield. $BN $BAM 😇"
X Link 2025-02-19T11:48Z [----] followers, [---] engagements

"Compiling the publicly traded companies that are among the [---] largest crushed stone gravel and sand producers in the United States. 🪨🪨 $GVA $HEI.ETR $SUM $MLM $VMC $CRH $KNF $ACA $ROAD $USLM $GCC.MX $EXP $CX $HOLN $TTAM http://VCT.PA http://VCT.PA"
X Link 2025-06-10T07:27Z [----] followers, [----] engagements

"This FRED chart illustrates how US aggregate prices have increased above general inflation (specially since 2006). Reasons include quarry scarcity permit limitations & higher transport costs alongside solid demand for building & infrastructure. $MLM $VMC $CRH $EXP $SUM $CX Compiling the publicly traded companies that are among the [---] largest crushed stone gravel and sand producers in the United States. 🪨🪨 $GVA $HEI.ETR $SUM $MLM $VMC $CRH $KNF $ACA $ROAD $USLM https://t.co/D22NQxPb3r $GCC.MX $EXP $CX $HOLN $TTAM https://t.co/TbUn0X9ptZ Compiling the publicly traded companies that are among"
X Link 2025-06-12T10:37Z [----] followers, [----] engagements

"$GXO Q2 [----]. Good results. Citing Warren Buffett: "Leaving the question of price aside the best business to own is one that over an extended period can employ large amounts of incremental capital at very high rates of return""
X Link 2025-08-07T11:30Z [----] followers, [----] engagements

"$ERF.PA continues to execute investments and allocate capital with a long-term vision. The goal for [----] hasnt changed. $ERF.PA has been buying back shares publicly for over a year. But the CEO just hinted at something different during the CCor maybe just my interpretation. 🧐"
X Link 2025-10-24T09:22Z [----] followers, [---] engagements

"The LTL sector is brutal: only [--] of the top [--] carriers in [----] were still around by [----]. The rest Bankrupt o absorbed. $ODFL endured. In every downturn2008 includedthey raised pricesboosted wages invested stayed non-union. Thats how you survive. Thats how you gain share"
X Link 2025-10-28T09:47Z [----] followers, [----] engagements

"Solid 3Q results from $CNI. 🚂 Share repurchase worth C$1 billion. FCF 9M was C$2341 million. In [----] capital expenditures are set to decline by nearly C$600 million versus current levels supporting stronger free cash flow"
X Link 2025-10-31T14:41Z [----] followers, [---] engagements

"🚂 Rail freight has a competitive advantage like no other. Its not just economicits physical. This image captures it brutally: a single train winding through unforgiving terrain moving massive volumes with unmatched efficiency. $CP $CNI $CNR"
X Link 2025-11-01T19:13Z [----] followers, [----] engagements

"$APO Q3 [----] VS Q3 [----] 🦾 Fee-Related Earnings 22% (FRE Margin 56.8%) Spread-Related Earnings = 1.8% Adjusted Net Income 20% Assets Under Management 23% (Nearly 60% AUM is perpetual capital)"
X Link 2025-11-04T14:33Z [----] followers, [---] engagements

"The boring goldmine of aggregates $MLM 🪨 (I do not own shares of $MLM at these prices) This FRED chart illustrates how US aggregate prices have increased above general inflation (specially since 2006). Reasons include quarry scarcity permit limitations & higher transport costs alongside solid demand for building & infrastructure. $MLM $VMC $CRH $EXP $SUM $CX https://t.co/urfYnLmfoK This FRED chart illustrates how US aggregate prices have increased above general inflation (specially since 2006). Reasons include quarry scarcity permit limitations & higher transport costs alongside solid demand"
X Link 2025-11-06T15:05Z [----] followers, [---] engagements

"- Headlines keep piling up about the NY exodus 🗽 - New daily flights between LaGuardia (LGA) and Northwest Florida Beaches (ECP) ✈ - Land and homes available in Watersound Florida 🌴 - Sunshine beaches nature and peace of mind ☀🌊 $JOE 🧐 https://www.youtube.com/watchv=tnBweQ5W5Oo&t=53s https://www.youtube.com/watchv=tnBweQ5W5Oo&t=53s"
X Link 2025-11-10T09:00Z [----] followers, [---] engagements

"-For years Western Canada has been replacing traditional blast furnaces with electric arc furnaces (EAF)lower carbon footprint -EAFs rely almost entirely on scrap metal to produce new steel. -Scrap demand is set to surge. -More volume more scale better margins. $SES.TO"
X Link 2025-11-10T09:41Z [----] followers, [---] engagements

"Having been a shareholder of $HHH for five years I have now exited my position. Many hours spent learning about its business model will stay with me. 🥲 A year ago I was able to visit the inauguration of the Tin Building and its rooftop at Pier [--] in NY. An incredible site. https://t.co/YA3UyvB53g A year ago I was able to visit the inauguration of the Tin Building and its rooftop at Pier [--] in NY. An incredible site. https://t.co/YA3UyvB53g"
X Link 2025-11-10T16:04Z [----] followers, [----] engagements

"@always_invest Let's say the role that the company played in my personal portfolio has changed due to the new structure. I already have several companies that are doing an excellent job at what the new structure aims to achieve with the formation of a holding. They will likely succeed"
X Link 2025-11-10T16:39Z [----] followers, [---] engagements

"$CNQ heavy oil production: multilateral drilling has unlocked unproductive zones extended asset life enabled longer wells from a single entry point cut costs grown output 6xand now they're set to double primary heavy oil to [------] bbl/day. 🧐💪"
X Link 2025-11-11T11:02Z [----] followers, [----] engagements

""In the event that governments pursue this path the likely result will be a period of declining real yields and low-ish nominal rates. This will create a different investment climate than that which we have experienced in recent years". Q3 $BN"
X Link 2025-11-13T15:34Z [----] followers, [----] engagements

"After [--] and a half years Ive sold my position in $CEM.MI. Nearly a 3x bagger in a boring yet profitable business. The company was once deeply undervalued at under 6/share and today it trades above 17.50/share. 🪨 At less than [--] eur/share it was cheap. now at more than [---] eur/share it is still cheap. Cementir Group BIT: CEM https://t.co/04JmNJi7pl At less than [--] eur/share it was cheap. now at more than [---] eur/share it is still cheap. Cementir Group BIT: CEM https://t.co/04JmNJi7pl"
X Link 2025-11-26T15:40Z [----] followers, [---] engagements

""Moving the center of gravity towards the quadrant necessity/seriousness is a fatal mistake. Brands in this quadrant lose their appeal and aspiration. Luxury starts where necessity stops" Resilience of Luxury Companies in Times of Change. $RMS $LVMH $CFR.SW $KER $BRBY"
X Link 2024-07-16T09:23Z [----] followers, [---] engagements

"$ATD.TO reinitiates share repurchase program - $4.2 billion - 10% public float"
X Link 2025-07-21T13:20Z [----] followers, [----] engagements

"Today I share an investment thesis. It's about Eurofins Scientific (EPA:ERF). I leave you the link in my profile. 🔗 👇👇"
X Link 2023-06-28T16:24Z [----] followers, 22.1K engagements

""When a company is selling a product with commodity-like economic characteristics being the low-cost producer is all-important." Warren Buffett. $RYAAY $RYA Source: Last results. Ryanair widens the gap.🧐🧐"
X Link 2023-12-04T09:49Z [----] followers, [---] engagements

"Currently reviewing Burberry's valuation and business. I expect great work from Daniel Lee as creative director. He at Bottega Veneta managed to grow sales from [---] billion to [----] billion between [----] and [----]. $BRBY.L $BURBY"
X Link 2024-01-01T17:07Z [----] followers, [---] engagements

"Today Socit Gnrale de Surveillance (SGS) is a good company at a fair value. Always impacted by a strong currency the CHF. $SGSN $SGSOY"
X Link 2024-01-10T14:57Z [----] followers, [---] engagements

"Question for Terry Smith: What do you think the best company in the world is and why $OR.PA"
X Link 2024-03-30T17:37Z [----] followers, [---] engagements

"I have been reviewing the valuation of the main hearing aid manufacturing companies. Who is behind each brand [--] companies have the 99% of the market. Sonova $SOON.SWX $Demant WS Audiology $GN Store Nord & Starkey. $AMP.MI is not a manufacturer. Information of Hearing Tracker"
X Link 2024-07-07T17:15Z [----] followers, [----] engagements

"$ERF.PA Here are the Eurofins Scientific results shown in two slides and summarized in one sentence. "It's very rare that we can buy something for [--] that actually should be worth [---]. And we have taken opportunity of that when we buy back our own shares" Gilles Martin"
X Link 2025-01-31T07:44Z [----] followers, [----] engagements

"I've been thinking about selling my position in the company Cementir $CEM (2% portfolio). One of the most undervalued options with the largest margin of safety. 100% return after [--] years and still has a market cap of [--] billion with a FCF of [---] million and net cash. 🤔 Cementir results BIT: CEM Revenues +0.5% YoY growth (Despite a weakness in volumes they manage to increase prices and reduce operating costs). EBITDA +36.9% YoY growth % EBITDA 25.2% (vs 18.5%) Profit before taxes +50.3% YoY growth Net financial debt [-----] (vs +29.9) 👌 https://t.co/eyJRE9TucM Cementir results BIT: CEM Revenues"
X Link 2025-02-06T14:57Z [----] followers, [---] engagements

"Walking the Great Wall of China. A monumental testament to long-term vision and perseverance. Much like building wealth it's a journey of consistent effort patience and overcoming challenging terrain. The view from the top is worth every step. Keep building keep holding 💪"
X Link 2025-07-04T16:20Z [----] followers, [--] engagements

"The demand for Lotus Biscoff in China is undeniable seeing them in various sizes including premium tins This popularity naturally leads to imitators. It's a clear signal of a thriving product but also of a competitive landscape. $LOTB 🍪"
X Link 2025-07-04T16:20Z [----] followers, [---] engagements

"Peter Lynch often looked for enduring businesses. Even when the economy slows the allure of brands like Louis Vuitton persists. People's need to feel unique drives demand. Observing this firsthand. $MC.EPA $CDI.EPA"
X Link 2025-07-04T16:20Z [----] followers, [---] engagements

"$ATD.TO BREAKING: $ATD.to on their interest in acquiring 7-Eleven (7&i) Withdrawing from it's proposal to acquire them due to "lack of engagement" from the acquiree. https://t.co/QlUtbIMAUW BREAKING: $ATD.to on their interest in acquiring 7-Eleven (7&i) Withdrawing from it's proposal to acquire them due to "lack of engagement" from the acquiree. https://t.co/QlUtbIMAUW"
X Link 2025-07-17T07:43Z [----] followers, [---] engagements

"$BRO Brown & Brown just authorized a $1.5B share buyback up to 4.8% of outstanding shares. Revisited their [----] Annual Report recently: solid performance during the financial crisis + standout culture. (No position)"
X Link 2025-10-23T09:24Z [----] followers, [----] engagements

"After reading $RTO conference call it looks like theyve finally found the right path in integrating Terminix and managing their branch network. A real turning point. Months ago I read a former $ROL exec commenting on what they should be doing. (I share personal notes). 🪳"
X Link 2025-10-23T13:48Z [----] followers, [----] engagements

"As was to be expected Union Pacific and Norfolk Southern shareholders have overwhelmingly approved the merger. Now all eyes turn to regulators. $UNP $NSC 🚂"
X Link 2025-11-14T15:14Z [----] followers, [---] engagements

"Athene turned Apollo into a massive originator in the U.S. Now with PIC and Athora the same scale arrives in Europe. Permanent capital + less efficient markets = strategic advantage. $APO"
X Link 2025-11-27T10:52Z [----] followers, [----] engagements

"$ERF.PA continue to execute their investment plan. Track record of capital allocation & performance. 2019-2025. (No one is talking about the data moat they have which they will take full advantage of once their IT network is ready). 🧪"
X Link 2026-01-29T15:31Z [----] followers, [---] engagements

"$ERF.PA "We have a substantial amount of our capital on our balance sheet which is those buildings that we own that have a book value of EUR [---] billion. If we were to do a sale and leaseback it would be more like EUR [--] billion or more. And that has a lower return". G.Martin"
X Link 2026-01-30T13:29Z [----] followers, [---] engagements

"@ACIPartnerhship I understand he is referring to continued underwriting across all areas but while reviewing and selecting only the most profitable ones"
X Link 2026-02-06T15:13Z [----] followers, [--] engagements

"Today I share with you the top ten stocks in my portfolio. (If you like the post let me know and maybe I'll share more stocks from the portfolio). 😉"
X Link 2024-08-01T07:49Z [----] followers, [----] engagements

"I think a lot of people are ready to write us off but we keep those old headlines around for when the market eventually reflects back to the positive. CFO of $ODFL Q3 [--] 🚛 Average annual total return 23% (since 1999). Yes even through multiple freight recessions. The LTL sector is brutal: only [--] of the top [--] carriers in [----] were still around by [----]. The rest Bankrupt o absorbed. $ODFL endured. In every downturn2008 includedthey raised pricesboosted wages invested stayed non-union. Thats how you survive. Thats how you gain share https://t.co/NcR46UlmL5 The LTL sector is brutal: only [--] of"
X Link 2025-11-01T12:10Z [----] followers, [----] engagements

"$RLI understands that insurance is a business of margins not volume. Its ability to generate underwriting profits for three decades is a competitive advantage built on operational discipline. RLI has returned more in special dividends than the company was worth [--] years ago"
X Link 2026-01-23T15:38Z [----] followers, [----] engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:

Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1

Example response:

{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}

Schema:

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing