@cloneinvestor 13F investor

13F investor posts on X about $csu, $mco, $spgi, $amzn the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

[--] Week [-----] -70%
[--] Month [------] -31%
[--] Months [-------] +314%
[--] Year [-------] +121%

Mentions: [--] #

[--] Week [--] -57%
[--] Month [--] -14%
[--] Months [--] +20%
[--] Year [--] +33%

Followers: [-----] #

[--] Week [-----] -0.01%
[--] Month [-----] +0.97%
[--] Months [-----] +1.50%
[--] Year [-----] +2.30%

CreatorRank: [---------] #

Social Influence

Social category influence finance 80.95% stocks 44.44% technology brands 17.46% cryptocurrencies 5.56% luxury brands 1.59% automotive brands 1.59% currencies 0.79% countries 0.79% fashion brands 0.79%

Social topic influence $csu 11.9%, $mco 9.52%, $spgi 7.14%, $amzn 6.35%, market 6.35%, company 6.35%, $googl 5.56%, business 4.76%, acquisition 4.76%, asml 4.76%

Top accounts mentioned or mentioned by @qualityinvest5 @mplycap @ldiscernment @longequity @returnoncap @ramcocapital @typhoongirl @divergent7651 @jerrycap @puppyeh1 @qualityequities @fiscorainvest @bruss008 @jakemruth @mosinvesting @johnhuber72 @find_me_value @fluentinquality @jmihaljevic @gordocap18

Top assets mentioned Moody's Corporation (MCO) S&P Global Inc (SPGI) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Costco Hot Dog (COST) Mastercard, Inc. (MA) Msci Inc (MSCI) Floor & Decor Holdings, Inc. (FND) Alpha Metallurgical Resources, Inc. (AMR) Apple, Inc. (AAPL) TransDigm Group, Inc. (TDG) General Electric Company (GE) Costco Wholesale Corporation (COST) Warrior Met Coal, Inc. (HCC) O'Reilly Automotive Inc (ORLY) Autozone Inc (AZO) Fair Isaac, Corp. (FICO) Microsoft Corp. (MSFT) American Tower Corp (AMT) CoStar Group, Inc. (CSGP) UnitedHealth Group (UNH) Berkshire Hathaway Inc Class B (BRK.B) eBay Inc (EBAY) Ferrari N.V. (RACE) Effect.AI (EFX) Heima (HEI) SBA Communications Corporation (SBAC) Waste Connections, Inc. (WCN) AME Chain (AME) Roper Technologies Inc (ROP) Copart, Inc. (CPRT) Medpace Holdings, Inc. Common Stock (MEDP) Intuit Inc. (INTU) AppFolio, Inc. Class A (APPF) Metadium (META) Verisign, Inc. (VRSN) Manhattan Associates, Inc. (MANH) Ferro (FER) Veeva Systems, Inc. (VEEV) Eli Lilly and Company (LLY) Acuren Corporation (TIC) Lithia Motors, Inc. (LAD) Asbury Automotive Group, Inc. (ABG) PulteGroup, Inc. (PHM) Lennar Corporation (LEN) D R Horton Inc (DHI)

Top Social Posts

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

"Greenblatt really loved $MCO This is the best business you will ever going to see. Almost all other businesses will be inferior. I have never found a better business than Moodys"
X Link 2026-01-08T04:29Z [----] followers, [---] engagements

"Per Chris Hohn $MCO has been compounding revenue for 10% for [---] years. Investors have always underestimated its value"
X Link 2026-01-24T02:32Z [----] followers, 20.5K engagements

"$NRP $AMR $HCC"
X Link 2026-01-18T15:33Z [----] followers, [----] engagements

"$SPGI & $MCO gave out poisonous ratings that helped crash economy the worst weve seen since Great Depression. And we still use their ratings"
X Link 2026-02-04T03:32Z [----] followers, [----] engagements

"@qualityequities Doesnt like FAAG ex $$AMZN bc of side projects & poor use of capital. Admits he was wrong. They are stronger than he thought Liked $AMZN despite heavy capital base bc they could leverage it with capital light businesses. thought it would be 1st $10T company He bought & sold"
X Link 2025-03-16T20:35Z [----] followers, [---] engagements

"@qualityequities $CSU doesnt like growth from acquisition companies. too many mistakes can happen"
X Link 2025-03-16T20:35Z [----] followers, [---] engagements

"@long_equity $EBAY and a Chinese formula company"
X Link 2025-03-18T02:35Z [----] followers, [---] engagements

"@FluentInQuality Why $MA $V"
X Link 2025-03-22T12:45Z [----] followers, [---] engagements

"@JMihaljevic Im in a pickle. I bought both $AZO $ORLY around pe [--] & [--] during covid. Here are historically high pe and returns since 10/2015 pe ratio [--] -- 5x since 01/2020 pe ratio [--] -- 3x since Def leaning towards selling but it's just so hard"
X Link 2025-03-28T00:46Z [----] followers, [---] engagements

"@returnoncap According to dev Kantesaria $SPGI $MCO $MA $V $ASML"
X Link 2025-03-31T16:24Z [----] followers, [---] engagements

"@QualityInvest5 Makes me think of the time munger said that the only retailer hed ever touch would be Hermes $HESAY"
X Link 2025-04-11T01:32Z [----] followers, [---] engagements

"@QualityInvest5 For me personally it would be able to stomach downturns. Id feel more comfortable with $MA going down 50% than $ADYEN. Ill give up the extra gains to accommodate my tolerance. Youve got a longer runway though"
X Link 2025-04-11T22:54Z [----] followers, [---] engagements

"$JEPQ at 11% dividend yield. If these are the top [--] holdings. Does this mean that the fund is just selling the appreciation & distributing as a dividend If so wouldnt holding the actual holdings do better and be more tax efficient"
X Link 2025-04-28T21:58Z [----] followers, [----] engagements

"@returnoncap Yeap dont disagree. But I think(I may be wrong) that instead of saying just very potent he said that with low margins its very potent. Adding [--] to [--] is a 10% increase. Not saying to correct you but rather to share something that I thought would be the opposite"
X Link 2025-05-19T14:01Z [----] followers, [---] engagements

"@RAMCOCAPITAL Per dev Kantesaria"
X Link 2025-05-21T17:10Z [----] followers, [---] engagements

"@GordoCap18 @RAMCOCAPITAL Id have to agree. To your point the majority of disruption comes from new tech that we couldnt even imagine. Try explaining to someone in the 1950s what the internet is"
X Link 2025-05-21T17:41Z [----] followers, [--] engagements

"@RAMCOCAPITAL @evrgn11112231 Good point. Im just regurgitating a podcast I heard. But if I remember correctly tsmc owns part of $Asml and its in $Asml best interest to keep that relationship in good standing"
X Link 2025-05-21T19:31Z [----] followers, [--] engagements

""If all you ever did was buy high-quality stocks on the 200-week moving average you would beat the S&P [---] by a large margin over time." - Munger I want to test this with a small portfolio. What would you add/delete $MCO $SPGI $MA $V $MSCI $FICO $EFX $AMZN $COST $RACE $MSFT"
X Link 2025-05-26T14:04Z [----] followers, [----] engagements

"$CSU $GOOGL $TDG $HEI $ASML $WCN $AMT $SBAC $CLLNY $AAPL $ROP $AME $GE $CPRT $META $TOITF $BRK $VRSN $MANH $MEDP $INTU $VEEV $APPF $CSGP $HERMES $FER"
X Link 2025-05-26T14:04Z [----] followers, [----] engagements

"@0xHorseman My thesis is much more simple. Me: would you ever use stable coin instead of your credit card Wife: whats a stable coin"
X Link 2025-06-13T18:28Z [----] followers, [----] engagements

"During the GFC $COST cut prices on essential household goods so drastically that they were taking a loss they believed the American people needed those items. when you do something like that you build goodwill with your customer that you cant quantify. -@Typhoon_Girl"
X Link 2025-06-15T11:59Z [----] followers, [---] engagements

"GREG ABEL: our top [--] businesses account for 85% 86% of our underlying cash flows in the group. So its pretty easy to know where you should be spending your time. @MohnishPabrai @Typhoon_Girl Perhaps ajit Jain isnt included in top investment"
X Link 2025-06-18T04:01Z [----] followers, [---] engagements

"MUNGER: I know the guy who invests with the banker that backed the Costco copy which was Home Depot. He also backed Eli Lilly very early. He has several billion dollars between those two investments. And in a lifetime of investment banking that's what he got: two $FND"
X Link 2025-06-18T12:39Z [----] followers, [----] engagements

"@gauravthadanii Munger said that $FND is also a $COST copy"
X Link 2025-06-18T16:28Z [----] followers, [--] engagements

"@chriswmayer This has Joseph R. Shaposhnikwritten all over it"
X Link 2025-06-18T19:36Z [----] followers, [---] engagements

"@escvel0city11 $TIC next @LDiscernment"
X Link 2025-06-20T19:53Z [----] followers, [---] engagements

"@ragingbullcap @retaox $NRP $LAD $ABG $PHM $DHI $LEN"
X Link 2025-06-30T01:49Z [----] followers, [---] engagements

"This is one brave soul shorting $COST even with it's high valuation which it can hold for years. https://www.valueinvestorsclub.com/idea/COSTCO_WHOLESALE_CORP/5688425322 https://www.valueinvestorsclub.com/idea/COSTCO_WHOLESALE_CORP/5688425322"
X Link 2025-07-03T13:37Z [----] followers, [---] engagements

"@long_equity For $CSU are you using FCFA2S If so what do you have per share Theres no [----] q4 on their investor relations website"
X Link 2025-07-10T23:41Z [----] followers, [---] engagements

"@LDiscernment Being that its in your fields. Would you say that $FND is the $COST of flooring"
X Link 2025-07-12T04:36Z [----] followers, [---] engagements

"At [--] years old Mr. Munger found another very interesting stock. It was a bit politically incorrect and grossly mispriced so he made his only stock purchase in nearly ten years and lived to see the stock price double." -Li Lu Any idea what stock this was"
X Link 2025-07-13T01:16Z [----] followers, [----] engagements

"He turned [--] on January 1st [----]. Stock doubled during the time before he died November 28th 2023"
X Link 2025-07-13T01:19Z [----] followers, [----] engagements

"@LunchInvesting Curious. Why do you think Pabrai was missing when he sold I believe he sold that is"
X Link 2025-07-16T23:13Z [----] followers, [---] engagements

"Does this apply to $ASML Chris Hohn speaking on $GE IP can be so advanced that its very difficult to replicate. Aircraft engines - Its a very complicated product because of the material complexity the engines run at such high temps that the metals melt"
X Link 2025-07-17T03:57Z [----] followers, [----] engagements

"Hey @grok who are my top [--] mutuals"
X Link 2025-07-19T00:53Z [----] followers, [---] engagements

"@fiscorainvest Weighting including cash"
X Link 2025-07-24T01:15Z [----] followers, [--] engagements

"@Invesquotes you turned off comments only to people you mention. $MSCI"
X Link 2025-08-07T23:24Z [----] followers, [---] engagements

"@QualityInvest5 @BRuss008 @JakeMRuth It's taken from the 1st time they discussed it through to today [--] yrs+ to develop EUV. They've sunk over EUR [--] billion of R&D into the development of it. Thats enough for me. Disruption will be something we prob cant imagine now like ai to search"
X Link 2025-08-09T02:17Z [----] followers, [---] engagements

"The $AMZN purchases seem more impressive to me considering the concentration compared to $UNH purchases"
X Link 2025-08-15T00:15Z [----] followers, [----] engagements

"1st screenshot is $AMZN 2nd one is $UNH"
X Link 2025-08-15T00:34Z [----] followers, [---] engagements

"@FeatherFund I just know that theyre a Martin Franklin spac that hes doing the same playbook as he did with $APG. @LDiscernment has done some work on them. And its a position in Adam Wydens portfolio"
X Link 2025-08-19T13:51Z [----] followers, [---] engagements

"@trentjhughes 99% of decisions should focus on customers and employees"
X Link 2025-08-27T17:40Z [----] followers, [---] engagements

"@Divergent7651 Are they no longer holding the stock I dont see them it on whale wisdom and they arent top holder on yahoo"
X Link 2025-09-02T03:38Z [----] followers, [---] engagements

"@Divergent7651 Interesting. Thank you. However their 13f would confirm it no And it says they dont own it. Is there another way for them to own non-public shares $5B would put them in top [--] in ownership"
X Link 2025-09-02T04:01Z [----] followers, [--] engagements

"@QualityInvest5 @mply_cap Youre going to freaking love what you find $TDG"
X Link 2025-09-19T15:29Z [----] followers, [---] engagements

"@mply_cap @QualityInvest5 The more durable & more recurring the revenue the more debt it can handle. Mgmt seems comfortable with it. I believe they took out debt to just do a dividend Good news is that its been stressed tested during the biggest down turn in flying. COVID planes literally stopped"
X Link 2025-09-19T18:46Z [----] followers, [---] engagements

"@mply_cap @QualityInvest5 I cant wait to listen to your Safran video. Seems like a great moat for a better price and without the ludicrous debt"
X Link 2025-09-19T18:51Z [----] followers, [---] engagements

"Anyone know if these insider purchases are just their bonuses that are mandated to invest in the stock or are they being purchased with their own cash in the open market $CSU"
X Link 2025-09-29T18:19Z [----] followers, [----] engagements

"Anyone else forget about $BRK investment in $BYD And yes its probably benefiting from EV bubble"
X Link 2021-01-13T13:36Z [----] followers, [--] engagements

"@investingdpark If I recall correctly He said in an interview that he didnt want to discuss current Holdings when tcehy/prosy/naspers came up"
X Link 2021-11-05T12:05Z [----] followers, [--] engagements

"@LockStockBarrl $SLMR $KYYWF Are both very reasonably priced"
X Link 2022-01-05T21:05Z [----] followers, [--] engagements

"@MoS_Investing $SLMR of course. Per yen liow"
X Link 2022-01-08T23:48Z [----] followers, [--] engagements

"Has small cap value had long periods of no return $VBR"
X Link 2023-01-28T14:38Z [----] followers, [----] engagements

"Brad Brad Brad Brad Brad Brad its here and he also chopped down $MU. @bkaellner"
X Link 2023-05-16T14:41Z [----] followers, 20.4K engagements

"$FND Floor & Decor. Impressive presentation If you own $FND or home improvement names like $HD or $LOW Floor Covering Weekly is an excellent resource for industry data on the flooring industry FCW recently put out its [----] Top [--] Retailers report which had some great data points Some key notes https://t.co/ych8Ar7aKE https://t.co/jxUmWVvlS6 If you own $FND or home improvement names like $HD or $LOW Floor Covering Weekly is an excellent resource for industry data on the flooring industry FCW recently put out its [----] Top [--] Retailers report which had some great data points Some key notes"
X Link 2023-06-13T11:46Z [----] followers, [----] engagements

"Buffett said he owned a small local bank that he doesnt worry about with his personal money. $HIFS [----] annual meeting"
X Link 2023-06-26T13:43Z [----] followers, [----] engagements

"How have I never heard of this. Pabrai has a mutual fund. $WAGNX $WGNIX https://www.wagonsfund.com/ https://www.wagonsfund.com/"
X Link 2023-11-24T16:40Z [----] followers, [----] engagements

"Any good write- ups on $GE GE Aerospace TCI Chris Hohn has a lot in it"
X Link 2024-04-14T14:56Z [----] followers, [----] engagements

"@Larryjamieson_ $EVTTY Maybe"
X Link 2024-07-03T11:20Z [----] followers, [---] engagements

"@MoS_Investing $orly $$azo $googl $aapl $Brk $nvr $csu at 90%"
X Link 2024-08-22T03:27Z [----] followers, [---] engagements

"@QualityInvest5 I agree with your assessment 100%. Only thing to account for is your return in $MSFT after paying taxes on $CRM"
X Link 2025-02-16T14:43Z [----] followers, [---] engagements

"@LDiscernment @JohnHuber72 I agree with this. $AAPL has a brand. An addictive device. Makes its future more predictable. Much like $KO"
X Link 2025-02-26T14:07Z [----] followers, [--] engagements

"@returnoncap How do you buy $TASE"
X Link 2025-05-21T13:20Z [----] followers, [---] engagements

"@JakeMRuth @QualityInvest5 @BRuss008 Thats a risk you take w tech it can be disrupted by things that arent invented yet. Not just tech Buffets inevitable Gillette got disrupted by the Internet & advertising w viral videos by dollar shave club. You have to weight the probabilities and size accordingly"
X Link 2025-08-09T15:08Z [----] followers, [---] engagements

"@QualityInvest5 @Mindset4Money_X I agree with this. Other stocks like this are $MSCI $BRKB"
X Link 2025-09-18T17:00Z [----] followers, [---] engagements

"@mply_cap @QualityInvest5 Howley did an interview on the 50x podcast. Tbh. If you know $CSU you know $TDG. Little monopolies huge pricing power acquisitions built in recurring revenue great management. The thing you have to watch is debt and acquisition pipeline"
X Link 2025-09-19T16:46Z [----] followers, [---] engagements

"$CNSWF from [----]. All still holds except Ai + no mark leonard $CNSWF Ive heard of it lets take a [--] min scan. Does it have an excellent acquisition track record ✅ https://t.co/5IxBzmiQ0C $CNSWF Ive heard of it lets take a [--] min scan. Does it have an excellent acquisition track record ✅ https://t.co/5IxBzmiQ0C"
X Link 2025-10-10T01:28Z [----] followers, [----] engagements

"How do you base your value $CSU $CNSWF FCFA2S FCF OCF FCFA2S FCF OCF"
X Link 2025-10-22T16:11Z [----] followers, [----] engagements

"@long_equity $CHTR"
X Link 2025-10-30T11:59Z [----] followers, [---] engagements

"@DimitryNakhla Goodbye $AMT. one of his most famous investments"
X Link 2025-11-14T03:01Z [----] followers, [---] engagements

"Who bought Google for $BRK Ted Todd Buffett Ted Todd Buffett"
X Link 2025-11-14T21:29Z [----] followers, [---] engagements

"Must read for $CSU $CNSWF holders @AKWilk BMO put out some good stuff on their view. Remember SaaS was going to kill VMS a decade ago too. https://t.co/V2JDokFWkP @AKWilk BMO put out some good stuff on their view. Remember SaaS was going to kill VMS a decade ago too. https://t.co/V2JDokFWkP"
X Link 2025-11-16T03:11Z [----] followers, [----] engagements

"@Divergent7651 $V Hohn really likes the valuation. Increased his position by 50% and is his 3rd biggest position. Its widely covered and very easy to understand and there isnt an information advantage. Hohn is top 1% of probably all investors ever over $1B AUM"
X Link 2025-11-27T19:50Z [----] followers, [---] engagements

""There was a stock that everyone disliked and it might not be particularly politically correct"There was a stock that everyone disliked and it might not be particularly politically correct - Li Lu on Charlie Munger $AMR $CNR"
X Link 2025-11-29T22:07Z [----] followers, [----] engagements

"@joecarlsonshow $AMZN 27% $GOOGL 17% $BRKB 8%"
X Link 2025-12-03T17:36Z [----] followers, [---] engagements

"@chitchatstocks $COST $RMS Good runway and seems very hard to disrupt"
X Link 2025-12-08T15:39Z [----] followers, [----] engagements

"I always thought this was cool $TCEHY"
X Link 2025-12-10T04:33Z [----] followers, [----] engagements

"The S&P index is the best business of any company in the S&P -Notes from Dev Kantesaria [----] annual meeting. Not sure if hes talking about within $SPGI or entire S&P 500"
X Link 2025-12-16T14:24Z [----] followers, [----] engagements

"$V $MA 😎 https://youtube.com/shorts/wjTh_fSRZE8si=Sjbqutsp1LrhfJ9Y https://youtube.com/shorts/wjTh_fSRZE8si=Sjbqutsp1LrhfJ9Y"
X Link 2025-12-22T13:05Z [----] followers, [----] engagements

"American Express actually has a position where it's like Hermes or something Munger [----] @Typhoon_Girl"
X Link 2025-12-23T12:36Z [----] followers, [----] engagements

"@carrymonkey @ankurnagpal But the IRS only lets you deduct up to $3k. So if I have $100k of losses I can only deduct $3k. How is he deducting $70k"
X Link 2025-12-23T17:31Z [----] followers, [--] engagements

"@QualityInvest5 Just listened to it also. I love it. It's very much like $ASML to me"
X Link 2025-12-27T15:03Z [----] followers, [---] engagements

"@QualityInvest5 Both incredible. How do you get a new entrant for engines Spend billions to develop one and then sell them for 0% to a loss. How do you get one for $ASML Develop some sort of black magic machine"
X Link 2025-12-27T19:34Z [----] followers, [---] engagements

"@mply_cap $V $MCO"
X Link 2026-01-04T11:35Z [----] followers, [---] engagements

"@JerryCap I bought a home [--] months ago and not once did I use I tried because I love $CSGP but just couldnt. I only used Zillow and I dont know why other than I liked it. http://homes.com http://homes.com"
X Link 2026-01-08T13:18Z [----] followers, [----] engagements

"@QualityInvest5 Is $TSMC moat its scale Or do they have technological barrier Or do they literally assemble fabs together. Serious question. If so id knock them down a notch below. It just doesnt seem to be on same level as others if so"
X Link 2026-01-10T23:08Z [----] followers, [---] engagements

"@F_Compounders This worked well for Coke bottlers rating agencies and stock exchanges in the past"
X Link 2026-01-12T11:48Z [----] followers, [---] engagements

"This guy 200xd his portfolio. Prob a good idea to listen to this Excited to have the man the myth the legend (and my friend) @puppyeh1 on the podcast tmr. We'll be chatting about the market in general and doing a retrospective on $AVAP. Any questions for Jeremy Excited to have the man the myth the legend (and my friend) @puppyeh1 on the podcast tmr. We'll be chatting about the market in general and doing a retrospective on $AVAP. Any questions for Jeremy"
X Link 2026-01-14T05:23Z [----] followers, 19.5K engagements

"Ive always loved this post about what it felt like going through the tech bubble. 1/ Lessons From The Tech Bubble: Last year I spent my winter holiday reading hundreds of pages of equity research from the 1999/2000 era to try to understand what it was like investing during the bubble A few people recently asked me for my takeaways. Here they are - https://t.co/41nTJdrFR1 1/ Lessons From The Tech Bubble: Last year I spent my winter holiday reading hundreds of pages of equity research from the 1999/2000 era to try to understand what it was like investing during the bubble A few people recently"
X Link 2026-01-17T12:43Z [----] followers, 29.6K engagements

"Did not know $CSU was actively looking for non-VMS acquisitions. $CSU.TO non-VMS acquisition company Trulla Group https://t.co/o975JXaRj7 Focused on Manufacturing Services and Distribution. Does anyone have any info on any of their acquisitions https://t.co/OhnWvLXQV6 $CSU.TO non-VMS acquisition company Trulla Group https://t.co/o975JXaRj7 Focused on Manufacturing Services and Distribution. Does anyone have any info on any of their acquisitions https://t.co/OhnWvLXQV6"
X Link 2026-01-20T15:32Z [----] followers, [----] engagements

"@themattharbaugh @QualityInvest5 thoughts on this Apologies in advance if youve discussed it already"
X Link 2026-01-27T02:24Z [----] followers, [---] engagements

"It surprises me that Nick Sleep sold half of his $AMZN to buy $ASOMY. I have the benefit of hindsight even so it seem like a Nick Sleep company"
X Link 2024-07-04T12:03Z [----] followers, 12.1K engagements

"@ValueInvestJpn This is just his us holdings. He has foreign holdings as well. Can find them on @theTIKR"
X Link 2024-11-22T12:55Z [----] followers, [----] engagements

"Dev Kantesaria thinks the index businesses even better than the rating agencies The S&P index is the best business of any company in the S&P $SPGI $MCO $MSCI"
X Link 2026-01-08T04:32Z [----] followers, [---] engagements

"@fiscorainvest @Ashton_1nvests Great picks. Ill throw in $SPGI. Its both of these This is the best business you will ever going to see. Almost all other businesses will be inferior. $MCO. -greenblatt The S&P index is the best business of any company in the S&P -dev Kantesaria"
X Link 2026-01-10T01:55Z [----] followers, [---] engagements

"@QualityInvest5 That $FICO buy 😎"
X Link 2026-01-13T21:19Z [----] followers, [---] engagements

"Now that price is down 38% New implied return: 1013% $CSU- Former CEO Mark Leonard on CSU's valuation at the [----] AGM: And obviously our stock is priced to generate a 6%-8% rate of return for the foreseeable future by the market. That's their discount rate. If you want to make 20% + rates of return then I'd love that but you https://t.co/xNCMfsdm36 $CSU- Former CEO Mark Leonard on CSU's valuation at the [----] AGM: And obviously our stock is priced to generate a 6%-8% rate of return for the foreseeable future by the market. That's their discount rate. If you want to make 20% + rates of return"
X Link 2026-01-15T01:29Z [----] followers, 22.9K engagements

"@JerryCap Shaposhnik [--] interview. He asked Mark Leonard what he got wrong when he said in [--] & [--] $CSU was overvalued & it would not compound at a high rate moving forward. Mark Leonard responded that he underestimated the growth potential of constellation software"
X Link 2026-01-17T23:11Z [----] followers, [---] engagements

"@JohnHuber72 @leevalueroach I havent heard anyone really hone in on this idea like you. It shaped my entire investing philosophy. No information advantage or deep research needed. Theres no secret about $AMZN $V $SPGI etc. that everyone doesnt know. One foot hurdles are so much easier"
X Link 2026-01-19T01:27Z [----] followers, [---] engagements

"I thought $AMZN had always been known to reinvest everything. The capital were spending and intend to spend this year its predominantly in AWS"
X Link 2026-02-06T21:51Z [----] followers, [---] engagements

"Some of it is for our core workloads. non-AI workloads. growing at a faster rate than we anticipated. But most of it is in AI. a lot of growth and a lot of demand. When youre growing 24% YoY with an annualized revenue run rate of $142B youre growing a lot"
X Link 2026-02-06T21:52Z [----] followers, [---] engagements

".as fast as we install this capacity this AI capacity we are monetizing it"
X Link 2026-02-06T21:52Z [----] followers, [---] engagements

"Im really really really bad at timing my $CSU buys $2900 $2800 $2600 $2500 $2400 $2000 $2000"
X Link 2026-02-03T20:43Z [----] followers, 10.9K engagements

"Who has a higher bar for quality Dev Kantesaria Chris Hohn Dev Kantesaria Chris Hohn"
X Link 2026-02-02T15:23Z [----] followers, [---] engagements

"Per Chris Hohn $MCO has been compounding revenue for 10% for [---] years. Investors have always underestimated its value"
X Link 2026-01-24T02:32Z [----] followers, 20.5K engagements

"$CSU.TO non-VMS acquisition company Trulla Group Focused on Manufacturing Services and Distribution. Does anyone have any info on any of their acquisitions https://trullagroup.ca/about-us/ https://trullagroup.ca/about-us/"
X Link 2026-01-19T23:49Z [---] followers, 44.9K engagements

"$NRP $AMR $HCC"
X Link 2026-01-18T15:33Z [----] followers, [----] engagements

"1/ Lessons From The Tech Bubble: Last year I spent my winter holiday reading hundreds of pages of equity research from the 1999/2000 era to try to understand what it was like investing during the bubble A few people recently asked me for my takeaways. Here they are -"
X Link 2021-01-02T02:17Z 32.5K followers, 19.3K engagements

"Ah thank you. Always thought this was the best way to value them. Constellation Software family drawdown continues. We calculated each company's multiple using their internal FCFA2S profit metric (updated). This is cash available if M&A and debt repayment stopped altogether. $LMN.V: 23x $CSU.TO: 26x $TOI.V: 28x #FCFA2S #ConstellationSoftware https://t.co/cbpwhPhKFL Constellation Software family drawdown continues. We calculated each company's multiple using their internal FCFA2S profit metric (updated). This is cash available if M&A and debt repayment stopped altogether. $LMN.V: 23x $CSU.TO:"
X Link 2026-01-17T03:52Z [----] followers, [----] engagements

"Constellation Software family drawdown continues. We calculated each company's multiple using their internal FCFA2S profit metric (updated). This is cash available if M&A and debt repayment stopped altogether. $LMN.V: 23x $CSU.TO: 26x $TOI.V: 28x #FCFA2S #ConstellationSoftware"
X Link 2026-01-15T23:18Z [--] followers, [----] engagements

"$CSU- Former CEO Mark Leonard on CSU's valuation at the [----] AGM: And obviously our stock is priced to generate a 6%-8% rate of return for the foreseeable future by the market. That's their discount rate. If you want to make 20% + rates of return then I'd love that but you probably have to buy Constellation at 1/4 of the current price to do that." I think we might be reaching a point where we can actually see a decent IRR from here. Who is buying https://twitter.com/i/web/status/2011536626569117947 https://twitter.com/i/web/status/2011536626569117947"
X Link 2026-01-14T20:31Z 36K followers, 75.7K engagements

"Excited to have the man the myth the legend (and my friend) @puppyeh1 on the podcast tmr. We'll be chatting about the market in general and doing a retrospective on $AVAP. Any questions for Jeremy"
X Link 2026-01-14T02:02Z 36.5K followers, 38.4K engagements

"If credit card interest gets capped at 10% will total $ amount of credit card usage in the United States be lower Yes No Yes No"
X Link 2026-01-13T17:27Z [----] followers, [---] engagements

"$GOOGL stock get's unreasonably more powerful"
X Link 2026-01-12T22:58Z [----] followers, [----] engagements

"Is Gemini to chat gpt Teams to zoom Power of Chris hohns bundle moat You can feel the code RED here. $GOOGL is absolutely CRUSHING it with Gemini [--] Gemini's market share is now 21.5%. [--] months ago: 12.9% [--] months ago: 5.7% https://t.co/5NankNVFBm You can feel the code RED here. $GOOGL is absolutely CRUSHING it with Gemini [--] Gemini's market share is now 21.5%. [--] months ago: 12.9% [--] months ago: 5.7% https://t.co/5NankNVFBm"
X Link 2026-01-08T02:32Z [----] followers, [---] engagements

"You can feel the code RED here. $GOOGL is absolutely CRUSHING it with Gemini [--] Gemini's market share is now 21.5%. [--] months ago: 12.9% [--] months ago: 5.7%"
X Link 2026-01-07T08:22Z 72.5K followers, 224.9K engagements

"Is this dev Kantesaria asking the question at 153:50 https://youtu.be/M-L9nK_MSmgsi=bUUBixuOi-4tQXhJ https://youtu.be/M-L9nK_MSmgsi=bUUBixuOi-4tQXhJ"
X Link 2026-01-04T20:26Z [----] followers, [---] engagements

""Of course I've looked at itNike-but I don't like style companies" "I suppose if you offered me Herms at a cheap enough price I'd buy it but short of that I'm not going to buy any style company." -Munger"
X Link 2025-12-23T12:48Z [----] followers, [---] engagements

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