@cmo040958 Jaguar Capital
Jaguar Capital posts on X about $tdg, $lin, ai, $dhr the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [-----] +43%
- [--] Month [-----] +35%
- [--] Months [------] +94%
- [--] Year [------] +3,417%
Mentions: [--] #
- [--] Months [--] +77%
- [--] Year [--] +950%
Followers: [---] #
- [--] Week [---] +3.40%
- [--] Month [---] +8.70%
- [--] Months [---] +93%
- [--] Year [---] +617%
CreatorRank: [---------] #
Social Influence
Social category influence automotive brands 96% stocks 38% finance 8% cryptocurrencies 5% technology brands 4% luxury brands 1% social networks 1% currencies 1% fashion brands 1%
Social topic influence $tdg 10%, $lin 6%, ai 5%, $dhr 4%, $mco #33, biz 3%, imo 3%, upside 3%, $apd 3%, $hei 2%
Top accounts mentioned or mentioned by @pythiar @evrgn11112231 @saynototrading @kairospraxis @thelapurchaser @riddle245 @taobanker @tierrapartners @csouzazep @marcslans @contrariancurse @zarathustracap @larryjamieson @sadandlonely69 @gordocap18 @johnhuber72 @ramcocapital @cuibonocapital @yummycenturyegg @divergent7651
Top assets mentioned TransDigm Group, Inc. (TDG) Linde PLC (LIN) Danaher Corporation (DHR) Moody's Corporation (MCO) Air Products & Chemicals, Inc. (APD) Heima (HEI) Repligen, Corp. (RGEN) Canadian National Railway (CNI) General Electric Company (GE) Heroes of NFT (HON) Intuitive Surgical, Inc. (ISRG) Hexcel Corporation (HXL) Mastercard, Inc. (MA) S&P Global Inc (SPGI) Thermo Fisher Scientific Inc. (TMO) Advance Auto Parts, Inc. (AAP) Raytheon Technologies Corp (RTX) Carpenter Technology Corp (CRS) Allegheny Technologies (ATI) Canadian Pacific Railway (CP) Builders FirstSource, Inc. (BLDR) Autozone Inc (AZO) Waste Management, Inc. (WM) Waste Connections, Inc. (WCN) AMBEV S.A. (ABEV) Amazon.com, Inc. (AMZN) Celanese Corporation (CE) Dow Inc (DOW) Limitus (LMT) Teledyne Technologies Incorporated (TDY)
Top Social Posts
Top posts by engagements in the last [--] hours
"@Larryjamieson_ @RAMCOCAPITAL haha. They haven't done transformational M&A but sure have invested in the wrong segment. how much do you trust mgmt given their comp etc to be fair I am long but mgmt / cap alloc give me pause"
X Link 2026-02-13T23:08Z [---] followers, [--] engagements
"@SayNoToTrading Why own LOAR vs TDG It seems that they are shifting towards more centralized ops structure / "share capabilities" to win content. OK to share best practices but these are always tricky on execution"
X Link 2025-11-13T17:55Z [---] followers, [---] engagements
"@nuancerocket Agree - haha very big stretch to say that. VSEC deals are mostly on legacy OEM repair / service and parts distribution. big difference vs $TDG / $HEI (even w Wencor). capital inflows on repair / mro networks continuing"
X Link 2026-01-29T16:53Z [---] followers, [---] engagements
"@CuiBonoCapital Got it - thanks - need to review. At face value I'd expect they have room to o/p given history of conservative guidance on procedure #s. Optically very expensive but their growth stage + roiic cld make math work"
X Link 2026-02-02T23:42Z [---] followers, [---] engagements
"@ErnestWongBWM The same way the analysts forecast PMA further penetration for $HEI. but add to that better pricing and more importantly accel in biz wins. Would bet they can accel PMA gen there"
X Link 2026-02-03T18:46Z [---] followers, [---] engagements
"@TheLAPurchaser Tough day all around. Soon it might time to start in $ISRG"
X Link 2026-02-03T20:09Z [---] followers, [---] engagements
"@sadandlonely_69 Got it thanks. I own $HXL too - defense angle looks under-explored (even for $TDG.). I still like and own Rolls - ss consensus still looks low there imo. Thought P&W [--] guide was low / conservative"
X Link 2026-02-05T22:53Z [---] followers, [---] engagements
"@tierrapartners Great call"
X Link 2026-02-09T21:14Z [---] followers, [--] engagements
"@KairosPraxis Why would it need a LLM for consumers (like OAI / Gemini etc) vs using the compute to improve the ad biz w their current distribution"
X Link 2026-02-10T19:51Z [---] followers, [--] engagements
"@gordocap18 Why not MCO despite higher multiple If selloff is induced by AI narrative + low eps guidance would make more sense to grab MCO w higher CRA mix (70% of OI)"
X Link 2026-02-10T19:56Z [---] followers, [--] engagements
"@PythiaR Similar for $DHR. this messaging is not helpful when mkt is doubting co's ability to return to algo and wants a catalyst path. Mkt may not give credit to a "beat and raise" if it is not actual signal of LT recovery etc"
X Link 2026-02-10T23:40Z [---] followers, [---] engagements
"@gordocap18 @RAMCOCAPITAL Nibbled $MCO too. Genuinely looking for a short to understand pov and any path for disruption / earnings power compression or bad momentum"
X Link 2026-02-10T23:43Z [---] followers, [--] engagements
"@PythiaR Don't disagree. Waters LC/MS guidance is a good signal. What is going on w $RGEN today - just the MRNA BLA app issue"
X Link 2026-02-11T16:17Z [---] followers, [---] engagements
"@JohnHuber72 Agree that cr moat is not right debate hence $MCO premium. Most impt qs are how much erns power can mgmt add by leveraging AI on prop data moat and how long / what takes to mitigate narrative risk (retention mgns) - are we paid to wait Burden of proof is on bears imo"
X Link 2026-02-11T17:53Z [---] followers, [---] engagements
"@yummyCenturyEgg @JohnHuber72 Great to trade notes w other side 👍. What do you actually mean by reg moat ime there's a big leap from lower cost of underwriting to eroding legal / networks moat. what would that path look like They've always been just a "wrapper" though and w AI you lose accountability"
X Link 2026-02-11T18:03Z [---] followers, [--] engagements
"@yummyCenturyEgg @JohnHuber72 Unless you are referring to a narrative risk which is very different imo ("stock will cut in half even before reg / infra moat erodes") - different debate"
X Link 2026-02-11T18:04Z [---] followers, [--] engagements
"@Larryjamieson_ 🎯. Easier to stick to $MCO"
X Link 2026-02-13T15:51Z [---] followers, [---] engagements
"@csouzaZEP @Leonardootero61 Alguns "compounders" com bons r/r - $V/ $MA e $MCO (e at $SPGI). Concordo 100% com dispersao ampla de outcomes em software e mais ainda em AI capex. biz plan bem agressivo da OAI / Anth"
X Link 2026-02-13T16:16Z [---] followers, [---] engagements
"@PythiaR @evrgn11112231 Claude credit ratings"
X Link 2026-02-13T23:45Z [---] followers, [--] engagements
"@myownreasoning Also the results do not quite include the core of LEAP service margins given the HPT repair and the fact that they likely haven't done LLP service yet. it is still on quick turns service (eg take a look at Standard Aero capacity increases)"
X Link 2025-05-19T21:56Z [--] followers, [--] engagements
"@DannyOcean555 Concerning to say the least"
X Link 2025-05-19T21:57Z [--] followers, [---] engagements
"@ChairliftCap @TihoBrkan This applies much more on structural roic declines. in cyclicals it is not as obvious"
X Link 2025-06-17T20:26Z [--] followers, [--] engagements
"@BoringBiz_ Voted yes for the fun of it. the answer should be obvious though. very sad to see this stuff come back"
X Link 2025-06-18T19:12Z [--] followers, [---] engagements
"@Will_Schryver Congratulations - great multiple for this size range"
X Link 2025-06-24T00:14Z [--] followers, [----] engagements
"@marc_slans Yet our dear bioprocessing names continue to be down"
X Link 2025-06-24T00:20Z [--] followers, [--] engagements
"@marc_slans Yep - should move the needle more significantly in $TMO / $RGEN. will take some time for $DHR to pop"
X Link 2025-06-25T19:13Z [--] followers, [---] engagements
"@YHamiltonBlog Very difficult for $AAP. local inventory is one of the keys for the business. creates a (negative) flywheel"
X Link 2025-06-26T17:30Z [--] followers, [---] engagements
"@rusholmecapital what's your thesis on $CNI"
X Link 2025-07-09T13:24Z [---] followers, [---] engagements
"@Divergent7651 @CapstackCapital Same with $GE - quality ot $HON aero biz is much lower than GEs - maybe use $RTX multiple (bc of Collins and P&W) and clean the EBITDA or FCF for excess corporate costs etc. good thought though"
X Link 2025-07-11T14:53Z [---] followers, [---] engagements
"@HettyGreen2020 Would think pp would be much higher than $160/sh no what am I missing"
X Link 2025-07-16T20:28Z [---] followers, [---] engagements
"@HettyGreen2020 also re $DHR this is the time to do buybacks. what else is a better investment for them now then you see no repo activity in Q2. frustrating"
X Link 2025-07-23T16:00Z [---] followers, [--] engagements
"@DurableCreators Electronics spin coming up soon in Nov. what do you think of their semi biz Don't think they communicate well with market and poor history of cap alloc / perf doesn't help. but high level it might be interesting"
X Link 2025-07-25T00:39Z [---] followers, [---] engagements
"@Divergent7651 @DurableCreators Haven't reviewed form [--] yet - does this FCF include standalone costs etc What is their treatment of the enviro liab But yep worth studying as well - tbh I am new to semis so need to ramp on sector first"
X Link 2025-07-26T17:59Z [---] followers, [--] engagements
"@ContrarianCurse GE is a dream ind biz -though it may be priced for perfection - close to peak in cfm56 SVs (at v high spare costs) LEAP doing v well too . maybe once 777x deliveries ramp and cfm56 deccels we can get an interesting inflection in mgns"
X Link 2025-07-26T20:34Z [---] followers, [---] engagements
"@0xKuzco @ContrarianCurse HWM with stretched valuation too no almost all AM exposed names. WWD interesting esp after acq of A350 actuation biz from SAF"
X Link 2025-07-26T20:53Z [---] followers, [---] engagements
"@TMTLongShort Thanks again for the detailed reply - always great to discuss process / views with other investors w diff mindset / training / background. There's always something to learn - that's the beauty of the game I guess (:"
X Link 2025-07-29T04:24Z [---] followers, [--] engagements
"@PythiaR Haha right. not sure if consensus is pricing in the inflection in BP equip orders in 27/28 from all the new capacity announced this year. is it"
X Link 2025-07-31T19:32Z [---] followers, [--] engagements
"@SayNoToTrading you prefer APD over LIN due to valuation only"
X Link 2025-09-03T15:19Z [---] followers, [--] engagements
"@SayNoToTrading LIN CEO is excellent. APD could have good upside given nem mgmt / board - cap alloc improving substantially and short interest going up"
X Link 2025-09-03T15:26Z [---] followers, [--] engagements
"@Larryjamieson_ @gordocap18 Exactly. their crown jewel on APUs (where you have the pbh contracts / highest mkt share) is only 30% of rev. their position on actuation / flight control systems / avionics is good but not as much - very much a fight with Safran Collins Woodward"
X Link 2025-09-07T18:00Z [---] followers, [--] engagements
"@PythiaR Any concern with Chinese competition eating the lunch of incumbents For how long do you think they will be the only ones with ATF"
X Link 2025-09-18T21:40Z [---] followers, [---] engagements
"@ContrarianCurse @RandolphDuke7 Would you mind elaborating on view of no housing shortage I think it really depends on the market you are referring to. and the supply / demand imbalances are v fluid based on internal migration etc"
X Link 2025-10-17T21:35Z [---] followers, [--] engagements
"Looking to chat about industrial gases names if anyone else looking at them. $APD $LIN Air Liquide. 👍"
X Link 2025-09-04T14:18Z [---] followers, [---] engagements
"@guptavinay fwiw they did write off a trade name in life sciences (where abcam + aldevron are reported). $432m pre-tax. wouldn't be surprised with more. though the acq mult is lkly inflated on an earnings basis"
X Link 2025-09-17T22:58Z [---] followers, [---] engagements
"Anyone interested in chatting $CRS and $ATI. Let me know 👍"
X Link 2025-09-23T19:53Z [---] followers, [---] engagements
"@SayNoToTrading $CNI value trap with current mgmt team. sr mgmt turnover weak BoD lousy capital allocation. have my questions on $CP and its "growth story" but might be worth paying up"
X Link 2025-09-23T20:04Z [---] followers, [---] engagements
"@tropicalvalue Agree with the logic re price/quality balance. At least in US everyone knows who the A+ are. The question is whether they will continue to be and what durability is reflected in px. buying the A+ at B+ prices can be good r/r sometimes too"
X Link 2025-10-07T23:33Z [---] followers, [--] engagements
"@ContrarianCurse @RandolphDuke7 on a different topic though - as a fellow FERG holder. numbers still with upside but mult got a little ahead of itself no Still upside with resi recovery plus deflation fully reverting but got a little exp and HVAC (core driver) will start to deaccel no ow love the company"
X Link 2025-10-17T21:40Z [---] followers, [--] engagements
"@evrgn11112231 Interesting comparison especially given the distinction between engine and litho machine lifecycles. know more about the former but nonetheless a creative comparison"
X Link 2025-10-18T20:07Z [---] followers, [---] engagements
"@evrgn11112231 Yep - all good points on similarities (didnt mean to say there were none) - key distinctions I referred to was on cash cycle (OE at a loss and profit pool on AM etc) and duration - thought litho machines had a shorter cycle. GE's monopoly arguably weakening too"
X Link 2025-10-18T21:00Z [---] followers, [---] engagements
"@evrgn11112231 Haven't seen charts in some time but $LIN"
X Link 2025-10-19T16:38Z [---] followers, [---] engagements
"@riddle245 @evrgn11112231 @PythiaR Not to mention that their shipset content is much higher on next gen platforms. even more upside on OE as rates normalize"
X Link 2025-10-19T16:55Z [---] followers, [--] engagements
"@evrgn11112231 Very fair. $APD with more upside but it is a turnaround. brought them up for the sake of the high quality biz comparison - don't own any of them currently"
X Link 2025-10-19T17:16Z [---] followers, [---] engagements
"@TheLAPurchaser Inflection on equip orders (vs consumables driving all growth) would be good evidence for the recovery too. probably what you meant on Q3 in line too. Would also welcome an update on NPD new wins in response to RGENs commentary"
X Link 2025-10-21T00:46Z [---] followers, [---] engagements
"@csouzaZEP @TheLAPurchaser @DanielSLoeb1 Spot on. Even higher growth in a FCF/sh with those levels of cash conversion - great to see the control in NWC. Capex might continue to moderate too as they complete the capacity expansions projs"
X Link 2025-10-21T19:20Z [---] followers, [--] engagements
"@SayNoToTrading Interesting - could try to estimate impact on railroad terminal value through intermodal volumes depending on adoption curve. or at least it could affect potential for the TL share gain RR talk so much about"
X Link 2025-10-21T22:48Z [---] followers, [---] engagements
"@tierrapartners Being short housing is contrarian For the majority of the year all I heard was people bearish on housing. sentiment appears slowly changing in past months though"
X Link 2025-10-22T15:45Z [---] followers, [--] engagements
"@tierrapartners I am long housing too but through $BLDR. The scenarios without clear consensus can be very good. some of these names have disaster priced in and some of the short thesis I saw are built upon lagging indicators (starts vs permits sales without looking at non-started etc)"
X Link 2025-10-22T16:00Z [---] followers, [--] engagements
"@CompTortoise Similar for $AZO too no At what point does one stop underwriting new store openings. it looks like the mkt val implies new stores almost in perpetuity. at some point the ROIIC will decline fast"
X Link 2025-10-24T17:30Z [---] followers, [---] engagements
"@evrgn11112231 @TheLAPurchaser Another comparable is obv Rolls Royce. but not pure play and only widebody exposure (at least for now though the NB inst base is nearly irreplicable). discount is warranted there too"
X Link 2025-10-25T20:13Z [---] followers, [---] engagements
"@sidecarcap Linde (to some extent) - $LIN"
X Link 2025-10-26T16:38Z [---] followers, [---] engagements
"@marc_slans $WCN maybe getting dragged due to $WM. continuing to look at it"
X Link 2025-10-29T18:38Z [---] followers, [---] engagements
"@zippytop71 @SayNoToTrading @lhamtil Yep agreed - OE side has def grwth N3-5Y (esp if higher content on next gen) - the "issue" is on the cont mgns / roiic on oe and current mult possibly perpetuating this AM earnings. Def grwth more durable No pos here no view on mgmt/board/strategy yet"
X Link 2025-11-01T17:51Z [---] followers, [--] engagements
"@lhamtil @ToddWenning Enjoyed hearing Todd's views on ODFL and FERG (being long on the latter myself) - will keep up with his views here. Did not know Cavco as well"
X Link 2025-11-03T15:24Z [---] followers, [--] engagements
"@PythiaR Hopefully $TDG reactivates bbks soon if we remain at this px"
X Link 2025-11-06T14:51Z [---] followers, [----] engagements
"@PythiaR Know it is not pt of tweet but actively looking to speak with $TDG bears to find disproving evidence / blind spots before increasing pos meaningfully"
X Link 2025-11-06T15:14Z [---] followers, [---] engagements
"With Satair's distribution scale/data/cust relationships what should we expect re USM increase in penetration on SV/checks (esp w px on new parts) V timely given upcoming retirements as OEMs ramp. [--] of best examples of distributors building teardown capacity (and vice versa). Satair to Acquire Unical Aviation Boosting USM Capabilities Read more ➡ https://t.co/vvG1qwmBj3 https://t.co/zJTanLG49S Satair to Acquire Unical Aviation Boosting USM Capabilities Read more ➡ https://t.co/vvG1qwmBj3 https://t.co/zJTanLG49S"
X Link 2025-11-07T17:04Z [---] followers, [--] engagements
"@matheussilvae @ReturnsJourney Right - agree. reminds me of $ABEV obv"
X Link 2025-11-07T18:14Z [---] followers, [--] engagements
"@KairosPraxis This is what saves my cooking"
X Link 2025-11-13T20:05Z [---] followers, [---] engagements
"Friends - Bear case / blind spots on $LIN here Like the setup with record on-site backlog/wins px/produc offsetng ASU overcapac on ST He px/elect upside Asia M&A. Baseline on mkt power cap alloc gov / mgmt / strategy (still) look v strong. What am I missing 👍"
X Link 2025-11-14T16:46Z [---] followers, [---] engagements
"@marc_slans Really like waste haulers too but q on ROIIC. do you think M&A has actually been val accretive (despite runway) $ on $ roic (even with FV adj) over LT are only OK - not sure if function of exec / vol decline / tgt valuations going up In theory really like WCN mkt strategy"
X Link 2025-11-14T17:17Z [---] followers, [---] engagements
"@aresearchguy V diff and relate a ton. first I try to stress test variable / build sens (2/3rd order effects in model based on bayesian prob) to see impact on irr. if worth cont then plan next steps but in btwn always lay out value of inc info / whether consistent w initial hypothesis etc"
X Link 2025-11-16T18:03Z [---] followers, [---] engagements
"@PythiaR I guess we know FTC / DOJ wouldn't let $DHR do it Would be a good complement to TMO cell culture biz. What did you think of Clario's deal I get the growth aspect / integration w Patheon / pdd etc but am skeptical of CRO biz quality LT"
X Link 2025-11-18T20:15Z [---] followers, [---] engagements
"@JRogrow @JRogrow lets talk $LIN / $APD at some point. really enjoy your views on industrials. all the best"
X Link 2025-11-20T16:17Z [---] followers, [---] engagements
"Small % of fleet but GTF re EIS slowly progressing. will our flight demand / traffic be able to absorb the incoming capacity https://www.eplaneai.com/news/embraer-marks-milestone-for-e2s-gtf-engines https://www.eplaneai.com/news/embraer-marks-milestone-for-e2s-gtf-engines"
X Link 2025-11-20T18:44Z [---] followers, [--] engagements
"@Fenmagne Thanks. Any leading indicators pointing to cyclical recovery unclear if that's bottom yet"
X Link 2025-11-22T22:39Z [---] followers, [--] engagements
"@ZarathustraCap @taobanker 🎯. All businesses are cyclical (to some degree). Macro helps us see where they stand in the cycle - it can affects timing and position sizing. risk mgmt. I dont find macro considerations in almost any of my security selection theses though"
X Link 2025-11-27T19:45Z [---] followers, [--] engagements
"@taobanker @ZarathustraCap Bingo - I agree. Then I like to think through why that's really normalized what are the limits of analogy vs past cycles how far we are to get there etc. Easier to do in some industries vs others. sometimes it's dangerous to mean revert too"
X Link 2025-11-27T19:55Z [---] followers, [--] engagements
"@KairosPraxis Yep - some of these heuristics can blind us - tends to be a shortcut. Call me ignorant but what's the issue w $AMZN now (as someone who never looked at it in-depth). Have some hypotheses but might be missing something"
X Link 2025-11-27T19:59Z [---] followers, [--] engagements
"@ZarathustraCap @taobanker US Chems are a good example. The bad cap allocation decisions they made (especially $DOW and $CE) compound the struggle. when do you expect volumes to bottom in petrochems how long does it take to excess capacity to be absorbed Curious for $LIN"
X Link 2025-11-27T20:15Z [---] followers, [---] engagements
"@KairosPraxis Thank you sir. I tend to agree w your view - I have trust that the mgmt team / board trade off short term earnings for LT staying power - sometimes that's put to test. It looks like BS already has reaccel in AWS though - TBD. Thanks and Happy Thanksgiving"
X Link 2025-11-28T15:05Z [---] followers, [--] engagements
"@ZarathustraCap @taobanker Less familiar with $HON outside of Aero. Looking to learn more about US Chems in the doldrums though"
X Link 2025-11-28T15:15Z [---] followers, [---] engagements
"@taobanker Does anyone actually make an investment decision based on the absolute ROIC % though It is a lagging indicator has its accounting limitations but definitely not irrelevant either (if measured / intepreted accordingly)"
X Link 2025-11-30T21:35Z [---] followers, [----] engagements
"@SayNoToTrading Yep - lkly moved by comments they made during GS / Citi Conf (looking for notes on those). chemicals at a horrible place capex ests coming down Dow proj delayed. good to start small pos but be ready to increase if ests come down (esp if due to cycle - lot of offsets)"
X Link 2025-12-05T02:43Z [---] followers, [--] engagements
"@philoinvestor I am a tourist on cloud providers but are you implying a poor roic on asics / dc / gen ai capex for them due to "px reduction" or also including any chgs on cost curve Can the px competition be for inc. demand only yet normalize over life of contracts etc Genuine qs - thanks"
X Link 2025-12-09T18:26Z [---] followers, [--] engagements
"@PythiaR Also have a long pos. Why do you think it is the only comm. aero name down today pair trade w engine Selling pressure from Berkshire etc Can't seem to find anything here tbqh"
X Link 2025-12-18T16:01Z [---] followers, [---] engagements
"@KairosPraxis Genuine q but why do you think $TDG should have same underperf next year I dont think the underperf this year was due to structural great-good fundamentals that kill most of qual. but more narrative / industry noise - ests for [--] are not easy but v doable - what am I missing"
X Link 2025-12-18T20:19Z [---] followers, [---] engagements
"@sadandlonely_69 Pretty interesting. Expect others like $TDG to benefit indirectly too. Their portfolio mix shift towards defense appears a little overlooked. What do you think of $LMT here"
X Link 2025-12-23T01:45Z [---] followers, [---] engagements
"Despite no inc capacity good data pt on biop "onshoring" - fast way to build capacity to pick up US ebp outsrcng demand + help Asian ebps potentially scale prod in the West (see licensing data). another pharma-cdmo capac transfer in SS bioreac which will still be around M-LT Samsung Biologics to buy US drug production facility from GSK for $280 million https://t.co/3MUWQrdUtG https://t.co/3MUWQrdUtG Samsung Biologics to buy US drug production facility from GSK for $280 million https://t.co/3MUWQrdUtG https://t.co/3MUWQrdUtG"
X Link 2025-12-23T19:39Z [---] followers, [---] engagements
"@VanceEquities 🎯🎯. ROIC do balanco lagging indicator (ainda mais se os net assets giram pouco). ROIIC leading"
X Link 2025-12-27T20:35Z [---] followers, [---] engagements
"@riddle245 @PythiaR 🎯 - in agreement here. If I recall right they renegotiated OEM contract + plant automation should get higher inc mgn than fcst. Growth delta vs RPKs is on old aircraft utilization - airlines investing on old fleet (refurbs+USM/mro capacity addition) + low fuel px should help"
X Link 2025-12-31T21:38Z [---] followers, [--] engagements
"@riddle245 @PythiaR What do they have as RPK growth for domestic vs intl or WB vs NB The content gains in WB (eg A350 and XWB on engine side) and thus increased APAC exposure should help the o/p too"
X Link 2025-12-31T21:41Z [---] followers, [--] engagements
"@evrgn11112231 @PythiaR @riddle245 Happy new year btw. Celebrating w another $TDG deal lol"
X Link 2025-12-31T22:55Z [---] followers, [---] engagements
"@evrgn11112231 @PythiaR @riddle245 Yep - completely on the same page there on baseline. The mgmt training / succession planning is also v impt LT. What do you guys think on Stellant Good add to CPI Electron and like the mix shift towards defense electronics. Starting to enter $TDY turf"
X Link 2026-01-01T19:41Z [---] followers, [---] engagements
"@At50w50882 @mply_cap Agree that val spread is too wide. Market appears to price more growth runway for HEI on new PMAs on new parts + share gain on existing parts + M&A on repair as opposed to TDG strategy aligned w OEMs and less runway on M&A. Mkt underestimates $TDG org new biz gen + shipset gains"
X Link 2025-12-24T17:44Z [---] followers, [---] engagements
"@long_equity Why WW Grainger"
X Link 2025-01-10T21:27Z [---] followers, [---] engagements
"@TheLAPurchaser $SAF.FP and $GE share CFM but $SAF is not pure engines OEM and also has avionics / flight controls and aircraft interiors biz that are significantly lower quality and likely main reason for the mult delta (though magn is debatable) but agree EU lag plays a role here too"
X Link 2025-10-25T14:44Z [---] followers, [---] engagements
"@clubmaliboo @CuiBonoCapital Appreciated. Not v surprised folks are "PMA'ing" DV insts given px umbrella limited hosp budgets etc. wld think too little penetration to become a LT overhang but cld be amplified given vals / accel expectations. short interest at 2H22 levels caught my eye"
X Link 2026-02-03T00:32Z [---] followers, [---] engagements
"@sadandlonely_69 $TDG"
X Link 2026-02-03T19:02Z [---] followers, [---] engagements
"@gbellizzimotta @PythiaR 🎯. Market digesting $TDG (good) print / [--] outlook and moderating expectations on $LOAR post print"
X Link 2025-11-13T17:44Z [---] followers, [---] engagements
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