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@massivemoats Avatar @massivemoats Massive Moats

Massive Moats posts on X about $iiil, $asml, $amzn, asml the most. They currently have XXX followers and XX 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: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% technology brands XXXXX% fashion brands XXXX% countries XXXX% luxury brands XXXX% exchanges XXXX%

Social topic influence $iiil #165, $asml #37, $amzn #326, asml #78, $cdipa #1, amzn 11.43%, $nflx #198, $meta #341, $qqq #430, meta XXXX%

Top accounts mentioned or mentioned by @supernovagab @dean69462986007 @michaelgielkens @evrgn11112231 @j_hlem @beekveld

Top assets mentioned Amazon.com, Inc. (AMZN) Netflix Inc (NFLX) Metadium (META) Alphabet Inc Class A (GOOGL) Mastercard, Inc. (MA) Warner Bros Discovery, Inc. (WBD) Nike Inc (NKE) Brookfield Corporation (BN) Hertz Global Holdings, Inc Common Stock (HTZ) Hertz Network (HTZ) Chipotle Mexican Grill, Inc. (CMG) Hilton Hotels Corporation Common Stock (HLT) Spotify Technology (SPOT)

Top Social Posts

Top posts by engagements in the last XX hours

"This weekend our deep dive analysis of 3i Group $III.L was featured in Tresor Capital's newsletter. Tresor Capital publishes insights on family holdings and serial acquirers such as Constellation Software $CSU.TO Investor AB $INVEB.ST and Topicus $TOI.V You can subscribe to their newsletter via their website Although it's in Dutch it's well worth translating if you're interested in family holdings and serial acquirers. Thanks @MichaelGielkens"
X Link 2025-07-06T13:22Z XXX followers, 5042 engagements

"10 years of 3i Group: +20.5% CAGR in NAV $III.L"
X Link 2025-06-17T15:04Z XXX followers, 6266 engagements

"If I were to manage a fund with assets exceeding $XXX million the following would represent my 13F in Dataroma for the most recent quarter. $ASML XXXXX% $META XXXXX% $III.L XXXXX% $AMZN XXXXX% $CDI.PA XXXX% $QQQ XXXX% Portfolio changes aside over the past quarter I have gained considerable new insights into the investing world. For me this is where the real value currently lies. Being XX I have realized that knowledge is the most valuable asset to compound. Still I am quite content with my current portfolio though I would like to add a few high-quality names over the coming quarters. My"
X Link 2025-08-14T19:40Z XXX followers, 2905 engagements

"My portfolio as of August XX 2025: - XX% in $ASML - XX% in $META - XX% in $III.L - XX% in cash - XX% in own equity - X% in $AMZN - X% in $CDI.PA - X% in $GOOGL - X% in $NFLX - X% in $QQQ and other small holdings"
X Link 2025-09-01T15:54Z XXX followers, 1616 engagements

"Portfolio as of September XX 2025 $ASML XX% $III.L XX% $AMZN XX% $CDI.PA X% $GOOGL X% $NFLX X% Alongside these equities (70% of my portfolio) I currently hold a XX% cash position. Transactions: At the close of September I sold my full position in $META. NFA"
X Link 2025-10-01T17:04Z XXX followers, 1357 engagements

"3i Group H1-2026 $III.L Continued growth from Action which achieved: - Net sales of 11229 million in P9 (+17.4% YoY). - EBITDA of 1563 million in P9 (+16.3% YoY). - Like-for-like sales growth of +6.3% in P9 (+5.7% in P10). Meanwhile 3i acquired an additional XXX% stake from GIC for XXX million and another XXX% stake from the redeployment of proceeds following a capital restructuring of Action increasing ownership of Action to XXXX% (from 57.9%)"
X Link 2025-11-13T07:49Z XXX followers, 1396 engagements

"According to 3i Group $III.L consumers in France are in the weak spot although the company is still seeing positive like-for-like (LFL) growth. One would expect that when consumers are struggling they would be more inclined to shop at Action. France accounts for roughly one-third of total sales and Action now indicates that its overall LFL growth may come in below XXX% due to weaker performance in its French stores. On the other hand Action is accelerating its expansion across the EU with XXX store openings expected. This is +10 more than the previously announced 370"
X Link 2025-11-13T08:11Z XXX followers, 1955 engagements

"Just increased my position in 3i Group $III.L by 70%. Its now my largest holding. Ill be posting a full analysis of its H1 2026 figures later today"
X Link 2025-11-13T11:19Z XXX followers, XXX engagements

"Today XX November 2025 3i Group (ticker: $III.L) published its results for the first half of fiscal year 2026. Below is a summary of the key figures: - 3i Groups NAV increased by XXXX% YoY to 2857p per share. - 3i Group raised its stake in Action by XXX percentage points to 62.3%. - Action reached revenue of 15444 million over the past twelve months (TTM) up XXXX% YoY with an operating EBITDA of 2295 million (+21.2% YoY). The operating EBITDA margin improved by XX bps to XXXX% on a TTM basis. - In period P9 2025 Action achieved revenue growth of XXXX% of which XXX% was like-for-like (LFL)"
X Link 2025-11-13T16:47Z XXX followers, XXX engagements

"After trading at a large premium to its NAV even reaching XX% last month 3i Group $III.L has now returned to a moderate premium"
X Link 2025-11-13T19:27Z XXX followers, 1455 engagements

"Why I invested an additional 10500 in 3i Group $III.L making it my largest position in portfolio"
X Link 2025-11-15T13:02Z XXX followers, 3152 engagements

"Why 3i Group $III.L with its core holding Action is my largest position in X charts: - The payback period for new Action stores is less than XX months on an upfront investment of just XXX million. After this point the stores begin generating substantial FCF for the group. - Action's estimated white-space potential is 4850 stores across Europe an increase of XXX locations compared with last year. This excludes potential markets in Europe that are currently not in-scope as well as opportunities in other continents. - The model delivers a substantial consumer surplus of XX to XX percent versus"
X Link 2025-11-16T13:06Z XXX followers, 4822 engagements

"Read my full investment thesis and research on 3i Group $III.L in this deep dive"
X Link 2025-11-16T13:11Z XXX followers, 1011 engagements

"This week 3i Groups $III.L largest portfolio company Action in which it holds a XXXX% stake opened its 100th store in Spain. In less than four years since entering the Spanish market the company has expanded to XXX locations across the country. We are delighted to open our 100th store in Spain. This is an important milestone for us and a significant step in our growth plans as more customers want to enjoy the unique Action experience says Bart Raeymaekers Regional Director of Action in Spain. Our success is driven by the commitment and loyalty of our teams of which we are very proud. I want"
X Link 2025-11-22T12:45Z XXX followers, 2359 engagements

"Earlier today I increased my position in 3i Group $III.L by XX% from XXX to XXX shares. The attached image shows recent insider transactions by senior executives at 3i Group which I regard as a strong signal. Photo: Simply Wall Street"
X Link 2025-12-02T11:02Z XXX followers, XXX engagements

"Portfolio Update As of November XX 2025 this is how I have allocated my capital among my equity holdings: 3i Group $III.L XX% ASML $ASML XX% Amazon $AMZN XX% Christian Dior $CDI.PA XX% Alphabet $GOOG X% Netflix $NFLX X% Nasdaq XXX $QQQ X% Together these X companies and X ETF make up XX% of my total holdings including cash (October XX 2025: 61%). The remaining XX% is held in cash which effectively makes cash my largest position (October XX 2025: 39%). Although this portfolio is quite concentrated I feel confident in my holdings and also have a war chest ready for upcoming opportunities. What"
X Link 2025-12-02T15:27Z XXX followers, 1448 engagements

"My top X are: 1) 3i Group $III.L 2) ASML $ASML 3) Amazon $AMZN Together they make up 77%. Alphabet comes in fifth at 6%. Joseph and I share some great quality companies with massive moats"
X Link 2025-12-03T23:23Z XXX followers, 1121 engagements

"@supernovagab If it helps heres the deep dive I made of 3i Group $III.L"
X Link 2025-12-04T09:50Z XXX followers, XXX engagements

"Dark Ozark Black Mirror Stranger Things Game of Thrones Dune Westworld Chernobyl Succession The Last of Us. All under one roof. Many more to come. A true powerhouse of entertainment. $NFLX $WBD"
X Link 2025-12-05T18:35Z XXX followers, XXX engagements

"Moncler $MONC.MI"
X Link 2025-12-06T19:55Z XXX followers, XXX engagements

"Pershing Square (Bill Ackman) holdings* per December XX 2024 Transactions: ✅ $SEG - Seaport Entertainment Group Add XXXXXX% ✅ $NKE - NIKE Inc. Add XXXXX% ✅ $BN - Brookfield Corp. Add XXXX% $HTZ - Hertz Global Hldgs Inc. Buy ✴ $CMG - Chipotle Mexican Grill Inc. Reduce XXXXX% ✴ $HLT - Hilton Worldwide Holdings Reduce XXXXX% Source: Dataroma *US Holdings only"
X Link 2025-04-17T10:13Z XXX followers, 1572 engagements

"Update 3i Group $III.L Today 3i Group published updates regarding its core holding Action. - On XX September 2025 3i Group bought an additional XXX% of Action in exchange for approximately XXXX million shares of 3i Group worth c.800 million valuing the Dutch retailer at c.36 billion. - With this transaction 3i Group increased its stake in Action from XXXX% to 60.1%. Regarding the performance of Action 3i Group shared the following information: - Actions year-to-date sales (as of XX September 2025) reached XXXX billion up XX% year-on-year. Like-for-like (LFL) sales growth over the trailing"
X Link 2025-09-26T16:46Z XXX followers, 2036 engagements

"I believe Spotify $SPOT is one of the top companies generating the largest consumer surplus in the world"
X Link 2025-12-03T16:49Z XXX followers, 1133 engagements