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@mply_cap Avatar @mply_cap Monopoly Capital 💸

Investors are discussing high-quality companies with strong moats, such as irreplaceable physical assets, intellectual property, and network effects. Brookfield Corp and other companies like Canadian Pacific, American Tower, and Visa are being highlighted for their dominance in their respective industries. The conversation is focused on identifying and investing in companies with sustainable competitive advantages.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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Social category influence stocks finance technology brands cryptocurrencies countries

Social topic influence $tdg #2, $bn #18, $fico #22, $csu #21, $pypl #1072, heico #3, $spgi #32, $mco #4, $bam, $amzn

Top assets mentioned TransDigm Group, Inc. (TDG) Brookfield Corporation (BN) Fair Isaac, Corp. (FICO) PayPal Holdings Inc (PYPL) S&P Global Inc (SPGI) Moody's Corporation (MCO) Brookfield Asset Management Inc (BAM) Amazon.com, Inc. (AMZN) Costco Wholesale Corporation (COST) Heima (HEI) Intuitive Surgical, Inc. (ISRG) Shopify Inc (SHOP) General Electric Company (GE) Booking Holdings Inc (BKNG) Msci Inc (MSCI) Adobe, Inc. (ADBE) Spotify Technology (SPOT) Canadian Pacific Railway (CP) MercadoLibre Inc (MELI) Metadium (META) Minter (BIP) Brookfield Renewable Partners L.P. (BEP) Honeywell International Inc (HON) Mastercard, Inc. (MA) Alphabet Inc Class A (GOOGL) Waste Management, Inc. (WM) Canadian National Railway (CNI) Loar Holdings Inc. (LOAR) Netflix Inc (NFLX) Microsoft Corp. (MSFT) Costco Hot Dog (COST) Copart, Inc. (CPRT) Intuit Inc. (INTU) Uber Technologies, Inc. (UBER) Meta Platforms, Inc. (META) Taiwan Semiconductor (TSM) Novo-Nordisk (NVO) SAP SE (SAP)

Top Social Posts #

Top posts by engagements in the last XX hours

"Do not forget insiders own XXXX% of shares $BN"
X Link @mply_cap 2025-10-03T02:42Z 1522 followers, 3025 engagements

"Brookfield sees fair value at $XXX USD/share. From todays $XX price thats XX% annualized over X years versus XX% from managements valuation. $BN $BAM"
X Link @mply_cap 2025-09-12T02:43Z 1509 followers, 2158 engagements

"Nick Howley Chairman of TransDigm was once asked why he sold some of his shares. His response: This may come as a surprise to you but Im in this for the money. I havent had many chances to sell stock under private equity ownership and now I do. My wife wants a beach house. So were gonna get a beach house. You can believe what you want but Im not going anywhere. Ive got more money to make and if you choose to you can make it with me." $TDG"
X Link @mply_cap 2025-09-14T02:25Z 1520 followers, 1570 engagements

"@CapitalOf72746 How come"
X Link @mply_cap 2025-10-13T02:19Z 1522 followers, XX engagements

"$AMZN is the company I am most confident will still be booming XX years from now. Whats yours"
X Link @mply_cap 2025-09-24T03:39Z 1522 followers, 24.6K engagements

"Brookfield Corp is committing to build seven major AI computing sites over the next five years requiring roughly $200B in capital. A clear step forward in their long-term infrastructure thesis. $BN $BIP"
X Link @mply_cap 2025-08-10T02:34Z 1508 followers, 2843 engagements

"Bought more $BN for fun 🤩"
X Link @mply_cap 2025-10-02T16:13Z 1522 followers, XXX engagements

"One of my favorite monopolistic companiesmanagement is all in on getting filthy rich. What do you think about $TDG"
X Link @mply_cap 2025-09-23T01:57Z 1522 followers, XXX engagements

"Most think predictable recurring cash flow only exists at Netflix or Costco. Wrong. Youd be an absolute fool to short Brookfield Corp ( $BN ) Here is why"
X Link @mply_cap 2025-08-26T21:45Z 1522 followers, 24.8K engagements

"$FICO at 1781 (47x FCF). Did I miss it Cutting out the middlemen is going to make their margins even more disgustingly high"
X Link @mply_cap 2025-10-02T19:59Z 1521 followers, 2023 engagements

"What They Do TransDigm is an aerospace company that designs produces and supplies highly engineered aircraft components. They make specialized parts critical to aircraft operation including actuators pumps ignition systems flight control systems landing gear components seatbelts parachutes and hundreds of thousands of other products (SKUs). Monopolistic and Proprietary Characteristics A significant portion of TransDigms sales comes from sole-source products. About XX% of its products are proprietary protecting this position. Proprietary designs make replication difficult. To be certified for"
X Link @mply_cap 2025-09-23T01:57Z 1522 followers, XXX engagements

"Just bought that one company who hasnt had a red year since 2008. $TDG"
X Link @mply_cap 2025-09-18T14:06Z 1522 followers, 4406 engagements

"New to investing - this is good right $PYPL Looks healthy to me🧐"
X Link @mply_cap 2025-10-14T18:59Z 1522 followers, 1592 engagements

"Deteriorating fundamentals no moat. I deny Venmo transfers now bc Zelle connects straight to my bank account instantly w no fees. X% revenue growth tho might be a steal 😂 $PYPL"
X Link @mply_cap 2025-10-13T02:59Z 1522 followers, 5952 engagements

"Brookfield Corp ( $BN ) is built for downside protection. XX% of the fee-bearing capital is locked in for 10+ years. No matter how markets move Brookfield collects steady management fees. XX% of Brookfield Renewable Partners ( $BEP ) contracts are locked in with an average remaining life of XX years. A significant portion of their Power Purchase Agreements are indexed to inflation which means BEP's revenues can grow along with inflation"
X Link @mply_cap 2025-07-07T18:41Z 1508 followers, 25K engagements

"My most recent buy is TransDigm ( $TDG ) First of all it is not fair to call it an oligopoly with peers like Heico Honeywell and Safran. They are a collection of monopolies. Introducing the company that has not had a red year since 2008 🧵"
X Link @mply_cap 2025-09-23T01:57Z 1522 followers, 10.6K engagements

"Reminder: Learning compounds. Understand FICO youll grasp Moodys and S&P Global Understand GE youll see Safran and TransDigm Understand Visa youll get Mastercard and AmEx Learning one business often gives you the blueprint for many others"
X Link @mply_cap 2025-09-19T01:49Z 1522 followers, XXX engagements

"@lowrisk26 😉 what would u add"
X Link @mply_cap 2025-10-02T16:20Z 1521 followers, XX engagements

"Insane Pricing Power A 2019 government audit of XXX military contracts found that TransDigm was able to charge a margin above the "reasonable" XX% threshold in XXX of them. The company got away with this by legally exploiting loopholes in federal contracting laws"
X Link @mply_cap 2025-08-31T02:42Z 1520 followers, XXX engagements

"M&A Strategy Management is no joke when it comes to capital allocation. They are extremly strict about what they buy completing over XX mergers and acquisitions since inception. The X key things TransDigm looks for: X. Proprietary aerospace products X. Significant aftermarket revenue X. Opportunity for operational improvement They target an internal rate of return of XX% or more"
X Link @mply_cap 2025-09-23T01:57Z 1522 followers, XXX engagements

"TransDigm recently paid a $XX special dividend to shareholders $TDG"
X Link @mply_cap 2025-09-22T05:00Z 1522 followers, XXX engagements

"One has the wider moat wider margins faster growth and the cheaper valuation. TransDigm ( $TDG ) ✅ EV/EBITDA: 21.7x 18.6x (16.7% growth implied) EBITDA Margin: XXXX% Heico ( $HEI ) EV/EBITDA: 35.5x 31.5x (12.7% growth implied) EBITDA Margin: 27%"
X Link @mply_cap 2025-09-20T17:49Z 1522 followers, 1440 engagements

"This is why I love Brookfield Corp. They just signed a $X billion deal with Google to provide hydropower. Thats XX years of predictable locked-in revenue. $BN $GOOGL"
X Link @mply_cap 2025-07-15T16:00Z 1522 followers, 10.9K engagements

"Constellation Software trades at XXXX P/FCF and has never done SBC. Keep this in mind when comparing it to other software companies loaded with dilution. $CSU"
X Link @mply_cap 2025-09-22T23:39Z 1522 followers, 12.1K engagements

"TransDigm ( $TDG ) is made up of XX independently run operating units and sells hundreds of thousands of unique product SKUs across aerospace and beyond. The business is organized into three main segments: Power & Control Examples include: Pumps & valves Ignition systems Actuators & controls Cockpit displays Switches & relay panels Airframe Examples include: Latching & locking devices Cockpit security components Audio systems Passenger seatbelts & airbags Non-Aviation Examples include: Parachutes Restraints Space systems Components for industrial equipment"
X Link @mply_cap 2025-09-13T20:33Z 1520 followers, 1133 engagements

"@AustinH26415112 @StockMKTNewz Just a headline for now. The military is only a portion of their revenue and the Army is just a portion of that"
X Link @mply_cap 2025-10-13T22:24Z 1522 followers, XX engagements

"Current prices are great entry points for $SPGI & $MCO"
X Link @mply_cap 2025-09-20T17:27Z 1521 followers, 1893 engagements

"If you like $ASML there is a very high chance you will like TransDigm 🧵 The aerospace and defense sectors have historically performed extremely well and $TDG is a near monopoly. TDG designs produces and supplies highly engineered components and systems for commercial and military aircraft"
X Link @mply_cap 2025-08-31T02:42Z 1504 followers, 3955 engagements

"First-mover advantage is real for Intuitive Surgical which holds a near-monopoly in robotic-assisted soft-tissue surgery. Hard to challenge a company with: 10000 da Vinci systems installed $XXX million price per system XX% recurring revenue XX% CAGR in robotic-surgery addressable market by 2034 $ISRG"
X Link @mply_cap 2025-09-28T19:29Z 1504 followers, XXX engagements

"The Power of a Moat 🏰 $WM and $CNI have grown revenue at roughly X% CAGR since 2005 yet both have outperformed the S&P XXX over the same period. (Example assumes a $10000 investment with dividends reinvested)"
X Link @mply_cap 2025-08-25T20:48Z 1509 followers, 2028 engagements

"My Watchlist: Shopify $SHOP Fair Isaac $FICO MSCI $MSCI Constellation Software $CSU General Electric $GE Adobe $ADBE Safran $SAF Intuit $INTU Intuitive Surgical - $ISRG Copart - $CPRT MercadoLibre $MELI Loar $LOAR Spotify $SPOT Canadian Pacific $CP Netflix $NFLX Booking Holdings $BKNG Costco $COST Microsoft $MSFT Meta $META What am I missing"
X Link @mply_cap 2025-09-21T21:14Z 1522 followers, 1673 engagements

"If you are interested in Brookfield here's a simplified way of explaining their structure. Brookfield Corp. ( $BN ) is like the person who owns the car dealership. Brookfield Asset Management ( $BAM ) is the expert general manager hired to run the dealership. They don't own the property or cars but they earn a management fee for running the operations and a bonus for hitting sales targets. This is the same concept for their Wealth Solutions ( $BNT ) segment because they are raising capital and not necessarily "operating" the business. With this money raised they invest it into their operating"
X Link @mply_cap 2025-07-06T02:38Z 1522 followers, 25.3K engagements

"Network Effects Visa $V Meta Platforms $META Uber $UBER Booking Holdings $BKNG PayPal $PYPL"
X Link @mply_cap 2025-08-27T19:28Z 1504 followers, XXX engagements

"If you think general software is sticky imagine selling cockpit displays (the screens pilots use) high learning curves safety standards FAA certification proprietary systems regulation zero substitutes multi-decade lifecycles. $TDG"
X Link @mply_cap 2025-10-08T04:17Z 1522 followers, 1256 engagements

"Portfolio Update: Added TransDigm ( $TDG ) now X% of portfolio $GOOG has run up to an XX% weighting Rest of positions mostly unchanged Thoughts"
X Link @mply_cap 2025-09-18T19:39Z 1522 followers, 11.6K engagements

"@gekkoadvisors @At50w50882 $TDG 🚀"
X Link @mply_cap 2025-09-27T22:42Z 1522 followers, XXX engagements

"Thinking about cutting $MCO and $V and overweighted $AMZN even more"
X Link @mply_cap 2025-10-11T21:02Z 1522 followers, 1683 engagements

"@QualityInvest5 Also $GE 😮"
X Link @mply_cap 2025-10-11T21:04Z 1522 followers, XXX engagements

"Revenue Breakdown (LTM Basis) By segment: Power and Control: XXXX% Airframe: XXXX% Non-Aviation: XXX% By end market: Commercial Aftermarket: XX% Defense: XX% Commercial OEM: 28%"
X Link @mply_cap 2025-09-23T01:57Z 1521 followers, XXX engagements

"For anyone wanting to sharpen their market concepts watch this Ray Dalio video. It also just reaffirmed to me how absolutely dominant $FICO $SPGI & $MCO are essential pillars of the global financial system"
X Link @mply_cap 2025-09-22T02:40Z 1522 followers, 2225 engagements

"Risks / Stress Test TransDigms biggest risks are regulatory scrutiny cyclicality and high debt. The company faced the ultimate stress test during COVID when planes literally stopped flying. Thanks to reliable income streams pricing power and high margins the impact on the business was minimal. Approximately XX% of their costs are variable allowing them to cut expenses quickly. Extremely Profitable EBITDA Margin: XXXX% Operating Margin: XXXX% Free Cash Flow Margin: XX% While high debt is a risk it also enables them to generate private-equity-like returns. Regarding regulatory scrutiny one"
X Link @mply_cap 2025-09-23T01:57Z 1522 followers, XXX engagements

"Some of the highest-quality non-U.S. stocks: X. $ASML ASML X. $BN Brookfield Corporation X. $TSM Taiwan Semiconductor Manufacturing X. $MELI MercadoLibre X. $SHOP Shopify Inc. X. $CP Canadian Pacific Railway X. $SAP SAP X. $SPOT Spotify X. $NVO Novo Nordisk XX. $CSU Constellation Software"
X Link @mply_cap 2025-07-09T22:48Z 1522 followers, 10.4K engagements

"Valuation The company is currently in a XX% correction based on short-term forecasts. EV/EBITDA: 21.7x 18.6x (implies XXXX% growth) NTM P/E and P/FCF: 31x I view them as fairly valued to slightly undervalued. They are trading at a discount to the industry despite historically trading at a premium including relative to peers like Heico ( $HEI )"
X Link @mply_cap 2025-09-23T01:57Z 1522 followers, XXX engagements

"6 high-quality companies in a pullback: $FICO $1534 FCF yield: XXX% $TDG $1299 FCF yield: XXX% $MSCI $XXX FCF yield: XXX% $SPGI $XXX FCF yield: XXX% $CSU $4000 FCF yield: XXX% $ADBE $XXX FCF yield: 6.2%"
X Link @mply_cap 2025-09-23T22:27Z 1522 followers, 1290 engagements

"@LlamaBravo @DimitryNakhla Pricing power/cheaper valuation all in the thread if you want to look further"
X Link @mply_cap 2025-10-15T01:40Z 1522 followers, XX engagements