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@_inpractise Avatar @_inpractise In Practise

In Practise posts on X about $cprt, $tdg, guatemala, $rba the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks XXXXX% cryptocurrencies XXXX% countries XXX% technology brands XXX% finance XXXX% travel destinations XXXX% automotive brands XXXX%

Social topic influence $cprt #84, $tdg #11, guatemala #429, $rba #4, insurance 1.4%, $uber #435, $de #20, $agco #2, $cnh #3, $fevr XXXX%

Top accounts mentioned or mentioned by @milehighmonk @fyee0308 @acquirers_club @martynziegler @bonhoefferkds @bookingcom @valueinvest12 @edsstokes @ft @inpractise @sama @darioamodei @chriswmayer @bonhoeffer_kds @bakerstreetip @svncapital @agnombela @mobilitynerd @azizalsalim @bizalmanac

Top assets mentioned Copart, Inc. (CPRT) TransDigm Group, Inc. (TDG) Ritchie Bros. Auctioneers Incorporated (RBA) Uber Technologies, Inc. (UBER) Deere & Company (DE) AGCO, Corp. (AGCO) CNH INDUSTRIAL N.V. (CNH) RealFevr (FEVR) United Rentals, Inc. (URI) Danaher Corporation (DHR) Alphabet Inc Class A (GOOGL) Spotify Technology (SPOT) Effect.AI (EFX) Toyota Motor Corporation (TM) Booking Holdings Inc (BKNG) Avantor, Inc. (AVTR) Lyft, Inc. Class A Common Stock (LYFT) Flutter Entertainment plc (FLUT) AhaToken (AHT) Warner Music Group, Co. (WMG) Costco Hot Dog (COST) Domino's Pizza Inc (DPZ) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) Wormhole (W) Loar Holdings Inc. (LOAR) Rubic (RBC) Eesee (ESE) Southern Co (SO) Roko (ROKO)

Top Social Posts #

Top posts by engagements in the last XX hours

"Former Copart ($CPRT) buyer and current salvage yard operator in Guatemala compares the process and unit economics of a similar car salvaged and auctioned locally through Mega Subastas versus one imported from the US through $CPRT. "For example if we're talking about the same car like a Toyota Corolla which is popular here there might be only two available in Guatemala increasing competition and driving the price up. In contrast Copart might offer XXX of this same Toyotas. So there's more supply. If I don't get this Toyota I can get another one. In Guatemala there might only be two available.""
X Link @_inpractise 2025-09-29T12:00Z 25.2K followers, 5512 engagements

"Former Roper Technologies VP on the stickiness of VMS: "Your question might be whether it's too sticky for a law firm to stick to custom-built legal practice management software or for a hospital to stick with hospital management software. My answer is that this stickiness is becoming more diluted. It won't remain sticky and you will see the results in two to three years not even five.The reason is that technology especially for clients like lawyers doctors or surgeons was very expensive XX years ago. They weren't tech-savvy and needed extensive training to use basic software functions. This"
X Link @_inpractise 2025-09-27T14:31Z 25.2K followers, 43.6K engagements

"Fever-Tree vs Q-Mixers positioning "The fact that they're sold in bottles makes a big difference" $fevr"
X Link @_inpractise 2025-07-08T10:18Z 25.2K followers, 3047 engagements

"Equipment rental industry has no middle market. bifurcated between larger players and mom and pops $aht.ln $uri"
X Link @_inpractise 2024-04-03T16:42Z 25.2K followers, 8200 engagements

"Former Geico VP on how critical speed is for insurance companies when choosing salvage auto auction providers: $CPRT $RBA "The critical thing in that part of the business is speed. Speed matters. The speed of picking up the car the speed of getting it. You can't imagine how the repair industry can be kind of messed up. I'm in it right now. I don't want to say I'm contributing to it being messed up but I'll let you answer that on your own. For an insurance company speed matters. Here's why. If you don't get the car into the auctioneers pickup queue quickly it starts running crazy expenses."
X Link @_inpractise 2025-09-21T19:53Z 25.2K followers, 4614 engagements

"will be curious how this plays out for $bkng given they dominated goog seo and sem channel this seems like a whole new playing field"
X Link @_inpractise 2025-10-07T21:08Z 25.2K followers, 4612 engagements

"Former Cytiva president on post-pandemic shift in single-use and filtration stickiness $DHR $AVTR "During the pandemic there were severe supply shortages which you are of course aware of. This forced the owners of molecules to change suppliers. If you couldn't get your virus filter you had two options stop producing or change your virus filter. Prior to the pandemic this was seen to be an impossible or very difficult thing to do and no one wanted to get involved in it. During the pandemic they discovered that equivalent studies are a lot easier than they thought and a lot of the things which"
X Link @_inpractise 2025-09-29T16:44Z 25.2K followers, 8371 engagements

"Former Waymo Program Manager on first party vs licensing models in autonomous vehicles: $UBER $GOOG "I believe there's a higher ROI in being a technology provider rather than running the business. If you look at the margins when you allocate a vehicle with minimal human resources and earn XX cents a mile at 80000 miles a year you're still generating about $40000 per vehicle in revenue with minimal overhead. Now Uber's average revenue per mile is about $X. If you take half of that you get about $X. So for 80000 miles a year with an average mile cost of $X even if Waymo gets half of it which is"
X Link @_inpractise 2025-10-13T10:56Z 25.2K followers, 3421 engagements

"Former Precision Agriculture manager at John Deere on Operations Center and data switching costs: $DE $AGCO $CNH "The agronomic data allows customers to track historical data from the last five to eight years. This is a key point I mentioned before. It's an engaging tool to maintain customer loyalty. Imagine having all your data on your Apple device from the last several years. If you migrate to a new digital environment you might lose some data from your drives or cloud. You can't easily migrate from Apple to Android without considering the data loss. It's the same here. I heard customers at"
X Link @_inpractise 2025-08-20T18:49Z 25.2K followers, 3552 engagements

"On whether Waymo would need to partner with Uber: "The general archetype for new markets where Waymo would need Uber is primarily in most new major cities. For example even when you look at Uber and Lyft the majority of their revenue comes from the top five cities in the world such as New York San Francisco Paris London and Tokyo. If Waymo plans to expand internationally into these high-revenue markets Uber is definitely the way to go. Secondly in markets where labor costs are high demand elasticity is crucial for utilization. This is another reason why Waymo would need Uber. Thirdly there's"
X Link @_inpractise 2025-10-13T10:56Z 25.2K followers, 1854 engagements

"Former Waymo director on Waymo long-term licensing ambitions: $GOOG $UBER $LYFT "They are operating as a robotaxi company to demonstrate the market. This context helps clarify their actions. If they only wanted to be a robotaxi company and compete as a first-party service it wouldn't make sense. Their aim is to license their technology. Currently they are experimenting with different models. They will maintain a robotaxi presence in the U.S. with a first-party ride-hailing service in select markets maybe XX or XX. In the future they would prefer if the Waymo Driver is not just in Waymo One"
X Link @_inpractise 2025-10-12T11:35Z 25.2K followers, 36.1K engagements

"$fevr tonic and ginger beer value gains 2020-24"
X Link @_inpractise 2025-07-10T22:34Z 25.2K followers, 3122 engagements

"How IAA has improved operations to get neck-and-neck with Copart: "The industry knew them and when Ritchie Brothers acquired IAA you had real operators fixing industry problems. The insurance industry dislikes monopolies because they give all the leverage to the monopoly leaving carriers with none. There are examples where companies with large market shares were countered by carriers funding underdogs to prevent monopolies. Ann and Jim have improved results with cycle time roughly XX% better. The average number of days a car stayed in an IAA yard dropped from about XX to XX. It doesn't mean"
X Link @_inpractise 2025-09-21T19:53Z 25.2K followers, 2549 engagements

"Former Lottomatica VP on the importance of retail in the Italian gambling market: $FLUT $ENT $LTMC "Understanding the dynamics that differentiate Italy from other markets is crucial for building a successful strategy in the online space. The key here is retail. Properly leveraging a retail network in Italy is essential for becoming a leader in the online space. This is because regions in Italy particularly in the center south and islands have people who are reluctant to share their data or payment methods online. The so-called omnichannel experience is more than just a slogan. It becomes a"
X Link @_inpractise 2025-08-11T18:51Z 25.2K followers, 3185 engagements

"The buyer also compares $CPRT to IAA $RBA when it comes to winning buyers' trust "I don't know if it's just the people I talk with who used to buy at IAA and then wanted to move to Copart but they had bad experiences. For example the pictures of the cars on the website didn't match the actual cars when they arrived in Guatemala. Parts were missing and there were damages not disclosed on the webpage. Some had mechanical damage but also other damages that weren't mentioned.""
X Link @_inpractise 2025-09-29T12:00Z 25.2K followers, 2208 engagements

"Current parts VP at a John Deere dealership about the mix of repairs : $DE $AGCO $CNH "I'm going to say XX% is unplanned. It's either an emergency or they're going into harvest and doing preventive maintenance or replacing worn items. Maybe it's not that high maybe XX% because those who keep machines longer than a year go in annually to check and replace worn items. That could be about XX% of the business. But the majority of people who come to the parts counter to purchase a part and install it themselves or need a repair in the shop it's more of an emergency. The machine is down and they"
X Link @_inpractise 2025-09-08T11:38Z 25.2K followers, 3155 engagements

"why Safran and seat manufacturers don't produce seat belts $tdg"
X Link @_inpractise 2025-09-30T11:05Z 25.2K followers, 8114 engagements

"A former Senior Executive at Ashtead Technology $AT.L explains how the company's relative scale and logistics advantages help it navigate the inherently unpredictable subsea equipment rental operating environment: "For large construction projects say in the Gulf of Mexico or West Africa you typically know a year or six months in advance. The date might change the exact field layout might change and the number of components might change slightly but you have better visibility. However the rental company might not be decided at that point. They may come to the rental company quite late and say"
X Link @_inpractise 2025-10-07T21:14Z 25.2K followers, 3893 engagements

"On how Transdigm deals with distribution: "They typically have at least one distributor per region. In about three out of four cases that's a global agreement. Sometimes they have one distributor in one region and another in a different region. Yes they sell those rights. They are good at approaching potential distributors and saying "We have this product line from this OEM. Do you want to become a distributor for the next five years" It will cost you a down payment perhaps two times EBITDA and you need to invest in at least one year's worth of inventory. This creates a buffer for the first"
X Link @_inpractise 2025-09-10T16:52Z 25.2K followers, 2349 engagements

"The book has interviews with 25+ year veterans from the following companies and industries: $tdg $csu $wmg $spot $aht $uri $cost $lvmh $dpz $dhr $ntdoy $itx"
X Link @_inpractise 2025-02-07T14:50Z 25.2K followers, 8419 engagements

"Former Copart Canada Sales Director on Coparts Pitch to Insurers: $RBA $CPRT "I would say you get a lot of the same buyers that cross-mix. When I was at Copart many of our buyers were purchasing vehicles at IAA and then bringing them to Copart without even reconditioning them to sell for more money. This was a significant selling point for me when dealing with insurance companies. I would tell them "Your cars are selling at IAA and then coming to Copart where they're selling for more at our auction. You're leaving money on the table." That was a big selling feature for me when I was in sales""
X Link @_inpractise 2025-09-08T18:40Z 25.2K followers, 5304 engagements

"A Former SVP at Michelin $ML.PA shares why Michelin has higher ROIC & more stable financials than comps"
X Link @_inpractise 2023-10-11T19:24Z 25.2K followers, 3219 engagements

"Former Equifax Sales Director on The Work Number hidden price increases: $EFX "They employ a couple of different strategies for price increases. One is straightforward price increases. The other involves manipulating the product to essentially increase the price. Previously a verifier would search for an individual by Social Security number get a summary of employment on file and select what they needed to verify the proper income. Revenue was left on the table because someone might select only what they needed or use it to confirm what they already believed. In recent years Equifax changed"
X Link @_inpractise 2025-08-18T15:56Z 25.2K followers, 2806 engagements

"Recent free IP podcasts listed below We discuss how we source and interview experts + insights gathered: Bergman & Beving w/ Current CEO $ftai Fever-tree distribution Danaher: Cytiva & Bioprocessing Moats Lifco Loar Group Ashtead and United Rentals $SPOT $TDG Wayfair $W"
X Link @_inpractise 2025-03-08T12:51Z 25.2K followers, 7060 engagements

"According to VACCOs former GM: XX% of Navy parts and XX% of large space components were effectively sole-source: $RBC $ESE "In the Navy XX% of parts were considered sole source. While the Navy could approach other manufacturers for similar parts once a company was qualified and in production it was difficult to switch. This is because in the Navy you often had to order materials one to three years in advance. Large castings and forgings could take one to two years or longer from order to delivery. This created a significant barrier to entry for new companies. A new company would need to wait"
X Link @_inpractise 2025-09-24T00:15Z 25.2K followers, 3576 engagements

"Former Baker Construction VP on how laser screeds were an "equaliser" democratising the capability to do large pours: $SO "Fast forward we had an industrial floor group working on warehouses nationwide. We started losing jobs to other contractors who had laser screeds. The laser screed allowed them to pour 20000 square feet at a time which was a great equalizer. Our unique niche disappeared and we lost a lot of that work. We reassessed our approach and ended up buying a laser screed in the late 1980s. The serial number was XX. We used it on warehouse work and large slab-on-grade pours""
X Link @_inpractise 2025-10-08T13:08Z 25.2K followers, 2198 engagements

"38-year GEICO veteran with a $atd.to bull case"
X Link @_inpractise 2024-04-18T15:14Z 25.2K followers, 29.7K engagements

"Founder and CEO of Rko and Former CEO at Lifco on what he learned building Lifco $roko"
X Link @_inpractise 2025-08-05T13:53Z 25.2K followers, 5889 engagements

"Forme Spare Parts Business Manager at John Deere on Hy-Gard economics: $DE $AGCO $CNH "The oil business globally for Deere was about a billion dollars. Hy-Gard was about half of that so about $XXX million globally. It was very very profitable. The bottom line was probably XX% sells under their private label Shell products. They sold their own version of tractor hydraulic fluid and engine oils but those were their formulations. They could not use Deere's specific additives in their products. The base oil that goes into oil products is all the same whether it's group one group two group three"
X Link @_inpractise 2025-09-05T20:05Z 25.2K followers, 2993 engagements

"Former Satair Director on TransDigms aftermarket approach: $TDG "TransDigm is a very interesting company. They are very good at finding highly engineered complex product lines from OEMs. When they buy them they focus on specific areas. For example they don't focus on aftermarket sales organizations; they put it out to distribution and then push for price increases. It's quite an interesting business model. The OEM increases the price but it's the distributor who has to deal with it in the market towards the airlines and MROs. There's a back-and-forth conversation where distributors say the"
X Link @_inpractise 2025-09-10T16:52Z 25.2K followers, 7269 engagements

"Former TrueWork PM on the challenges of competing with The Work Number: $EFX "I would say my general hunch is that it's very hard and it's a slog. There's a reason why The Work Number has been around for XX or XX years. One of the biggest reasons I decided to move on from TrueWork was because it's a long journey and it's a battle. You're sold on the vision of capturing the market and going up against a big incumbent. There's a reason the incumbent is an incumbent. I don't think it's proprietary tech; it's more of a partnerships play. It's a three-party ecosystem so it's about partnerships"
X Link @_inpractise 2025-08-18T19:47Z 25.2K followers, 3724 engagements

"This leads to lower prices for $CPRT compared to its local competitors internationally giving $CPRT a structural advantage. "But typically if I buy a car from Copart it will be around XX% to XX% cheaper than the market price in Guatemala.""
X Link @_inpractise 2025-09-29T12:00Z 25.2K followers, 2207 engagements

"Former Topicus Director on Topicus AI strategy: $TOi $CSU "Initially Topicus underestimated the impact of AI. Two years ago during a summit in Toronto with various CEOs active at Constellation Software there were different workshops. Only one out of XXX workshops was about AI. At that time AI wasn't considered a big deal; it was more about reading making films or enhancing text. They didn't consider AI as a tool for building more code or creating insights from the vast information in our systems. It took about two years for Topicus to start thinking about doing more with AI. Interestingly one"
X Link @_inpractise 2025-09-08T18:44Z 25.2K followers, 21.9K engagements