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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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CreatorRank: XXXXXXXXX #

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Social Influence

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

Social topic influence $bn #7, $tdg #5, $adbe #35, business 9.09%, ai 7.58%, $spgi #11, if you 4.55%, $ma #123, adobe #654, money XXXX%

Top accounts mentioned or mentioned by @capexandchill @valuelongcap @austinsstocks @as5216076799897 @sdevpreneur @stockpickerspb @theeuinvestor @grok @thelongaj @livermore185 @alert_invest @bradocapital @endicottinvests @gekkoadvisors @abigportfolio @hottie_baker_ @zilliongrapes @buffersandbeta @quantcapitalx @senrimer

Top assets mentioned Brookfield Corporation (BN) TransDigm Group, Inc. (TDG) Adobe, Inc. (ADBE) S&P Global Inc (SPGI) Mastercard, Inc. (MA) Costco Wholesale Corporation (COST) Amazon.com, Inc. (AMZN) Brookfield Infrastructure Partners L.P. Limited Partnership Units (BIP) Brookfield Renewable Partners L.P. (BEP) Brookfield Asset Management Inc (BAM) Alphabet Inc Class A (GOOGL) Heima (HEI) Honeywell International Inc (HON) Uber Technologies, Inc. (UBER) General Electric Company (GE) CatCoin (CAT) Dutch Bros Inc. (BROS) Exxon Mobil (XOM) Metadium (META) Apollo Global Management, Inc. (APO) KKR & Co, Inc. (KKR) Blackstone, Inc. (BX) Booking Holdings Inc (BKNG) Moody's Corporation (MCO) Msci Inc (MSCI) Salesforce Inc (CRM)

Top Social Posts

Top posts by engagements in the last XX hours

"$BN Bruce Flatt on whether AI and data centers are a bubble: *Hint: You cannot build enough"
X Link 2025-11-17T01:50Z 2820 followers, 5108 engagements

"$BN breakdown 👇 A local government needs a new bridge. It costs $1B. They do not have the money. Brookfield steps in and offers to build and maintain it in exchange for the right to collect the tolls for XX years. The Government agrees. Here is how the money flows. 1/ The Vehicle ( $BIP ) This is the holding company. Those invested in $BIP want a pure infrastructure play and just want the dividend payouts. $BIP puts up the cash to buy the bridge and holds the asset. $BIP is just a bucket of assets collecting tolls and paying out dividends. 2/ The Manager ( $BAM ) $BAM finds the deal hires"
X Link 2025-12-01T03:45Z 2820 followers, 21.7K engagements

"$BN is one of the only companies on earth that can bundle the Real Estate (Data Center) + The Power (Hydro/Nuclear) + The Grid (Transmission) in one contract"
X Link 2025-12-02T03:10Z 2820 followers, 8560 engagements

"In 2025 $SPGI announced plans to spin off its Mobility segment into a separate public company expected to close by late 2026. This segment is the gold standard for automotive intelligence. It owns the high-margin CARFAX brand and holds the proprietary master datasets that OEMs rely on for global production forecasting. Will you be keeping your shares"
X Link 2025-12-05T17:23Z 2820 followers, 12.9K engagements

"$BN believes intrinsic value is $69/share. The market has it at $XX. YTD they have repurchased $XXX million of stock at an average price of $XX which is a XX% discount to managements estimate of fair value. Like Berkshire in its early years the business looks too complicated from the outside. As the fee engine insurance platform and perpetual capital units scale the complex parts become smaller and the conglomerate discount fades. Brookfield will keep using undervaluation to its advantage through buybacks and compounding. If the stock keeps falling I am fine with that"
X Link 2025-11-13T16:45Z 2820 followers, 49K engagements

"$BN is the hidden AI play"
X Link 2025-11-19T16:45Z 2820 followers, 11K engagements

"The market seems to favor the Costco model. I have previously compared TransDigm to FICO and HEI to Costco. I personally prefer pricing power if it works long term and it clearly has with TDG compounding at XX% since inception. TransDigm trades at a cheaper valuation has stronger margins and follows better M&A and capital allocation criteria"
X Link 2025-11-26T00:38Z 2820 followers, XXX engagements

"Some people blindly say $BN has too much debt. What they miss is that about XX% of it is non-recourse which simply means the debt is tied to the individual project not the whole company. If a project fails the lender can take that asset but can not go after Brookfield"
X Link 2025-11-26T22:56Z 2820 followers, 7273 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 2025-07-07T18:41Z 2803 followers, 25.1K engagements

"My fair value for Brookfield Corp is $95/share vs. its current price of $XX. This assumes they hit their distributable earnings target of $XXXX in 2029 (including realizations and capital allocation) and stays at 15x P/DE. Implied CAGR from todays price: XX% $BN"
X Link 2025-07-05T11:32Z 2818 followers, 1679 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 2025-07-06T02:38Z 2820 followers, 25.7K 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 2025-08-26T21:45Z 2820 followers, 25.6K 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 2025-08-31T02:42Z 2819 followers, 4036 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 2025-09-13T20:33Z 2819 followers, 1396 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 2025-09-14T02:25Z 2819 followers, 1634 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 2025-09-18T19:39Z 2819 followers, 12.2K 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 2025-09-19T01:49Z 2819 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 2025-09-20T17:49Z 2819 followers, 1554 engagements

"TransDigm recently paid a $XX special dividend to shareholders $TDG"
X Link 2025-09-22T05:00Z 2819 followers, XXX 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 2025-09-23T01:57Z 2819 followers, 13.6K engagements

"$TDG is a beast"
X Link 2025-11-17T15:29Z 2818 followers, 3114 engagements

"Seems like this is what $BN management is baking in at their $69/share fair value. Note: X. Used distributable earnings instead of P/E and EPS. X. Just built this with Gemini 3"
X Link 2025-11-18T16:28Z 2819 followers, 9776 engagements

"If you buy an overpriced or low-quality company you never want the stock to drop. If you buy an undervalued compounder a dip is completely fine. So no I was not coping by being fine with $BN falling"
X Link 2025-11-20T01:30Z 2818 followers, 1247 engagements

"My dad has a large cash pile in his brokerage. Outside of ETFs his core positions are $GE $BN and $AMZN with some dividend names like $CAT and $XOM and growth like $BROS. Some names I am considering: $UBER $META $CSU $SPGI and $MA. If he is aiming for around XX% annual returns what would you add and what % allocation would you give each"
X Link 2025-11-23T19:29Z 2818 followers, 9156 engagements

"Installed base + pricing power is a deadly combo. TransDigm has a vast portfolio of products in over 100000 aircraft. $TDG is the sole supplier for XX% of its products and has the trust and reliability in a market that matters most"
X Link 2025-11-25T22:06Z 2818 followers, 1957 engagements

"TransDigms moat is brutal. My rough estimate to breach the $TDG moat is $XX billion solely in certification costs. (380k active PMAs $100k FAA certification costs) Here are the steps a competitor would have to execute 380000 times only to ultimately destroy the margins they were originally chasing: Reverse Engineer (nearly impossible): Must prove the part is identical in form fit and function to the original without blueprints. Testing: Requires extensive and costly testing to meet safety standards. FAA Approval: Submit data and wait. After spending XX months and $100k + testing/engineering"
X Link 2025-11-25T23:05Z 2819 followers, 17.7K engagements

"$TDG hiking up prices 1000% is normal. Their loophole is to avoid price audits by keeping contract values under the $2M TINA threshold. Is it illegal No. Is it unethical Maybe. Will it stop No. The FY2026 NDAA is proposing to raise that threshold to $10M which would widen the loophole by 5x"
X Link 2025-11-26T04:01Z 2818 followers, 7575 engagements

"If a new plane came out every X years TransDigm would have to constantly re-bid and fight for its spot. But that doesn't happen so $TDG has a monopoly on those parts for half a century"
X Link 2025-11-29T22:47Z 2818 followers, 3013 engagements

"@AustinsStocks @EndicottInvests Me and my father will go separately. Why dont you have a small $BN allocation"
X Link 2025-12-01T01:12Z 2818 followers, XX engagements

"@gekkoadvisors I think $TDG is the better buy also. Where are you getting your engine growth data"
X Link 2025-12-02T19:30Z 2819 followers, XXX engagements

"A big tailwind for asset managers is the democratization of private credit. 401k plans and brokerages are finally opening the door to alternatives. Trillions of dollars in new capital will start to flood the market. $BN $APO $KKR $BX"
X Link 2025-12-03T01:51Z 2818 followers, 1620 engagements

"$ADBE is not a turnaround play. There is nothing fundamentally wrong with the business"
X Link 2025-12-04T03:56Z 2818 followers, 26K engagements

"$ADBE shares outstanding since its crash"
X Link 2025-12-05T19:55Z 2818 followers, 5519 engagements

"Mark Massey isnt very public but hes one of my top managers based on positions"
X Link 2025-11-14T22:21Z 2820 followers, 77K engagements

"Added a bit to my $AMZN position today. Amazon has the ability to flip the switch to massive profitability buybacks and dividends whenever they want but they are actively choosing not to. They are far from a mature business. They are still operating with the aggression of a startup but with an infinite bank account. By spending on AI infrastructure satellites logistics they ensure no one else can keep up. They are taking the margins from AWS and Advertising and building the next generation of wide moat infrastructure. Amazon still has high ROI ideas for excess capital to invest and suffocate"
X Link 2025-11-26T21:16Z 2820 followers, 15.5K engagements

"I ranked my companies by how hard they are to dent with their monopolistic status. 👇 X. $ASML: The monopoly in EUV lithography. These machines cost $380+ million and have 100000+ components. To disrupt them you must spend decades and tens of billions of dollars just to reach the starting line. You could put 10000 intelligent people in the same room give them all the drawings of our machine and the machine would not work. Some things are simply not in the drawings (Jos Benschop ASML Senior VP of Technology 2022). And if a competitor does arise fabs would have to rip out an entire ecosystem"
X Link 2025-11-28T21:59Z 2820 followers, 97.8K engagements

"$BKNG can easily outperform from current prices"
X Link 2025-12-03T02:24Z 2820 followers, 1979 engagements

"Today I sold $V and $MCO and used those gains to buy $ADBE. Needless to say Visa and Moody's are not going anywhere. Adobe offers much higher upside than those two sitting at small weightings and I still have their twin tollbooths $SPGI and $MA. I am not praying for Adobe to get re-rated you can get market beating returns without a rerating. With multiple expansion the returns will be massive. I also took some $GOOG gains as it was a XX% weighting but did not use those profits to buy any Adobe"
X Link 2025-12-04T20:39Z 2820 followers, 21.9K engagements

"I put together the following example of a potential lifecycle of a Nike ad using $ADBE. 👇 Nike hires a professional photographer to shoot a new sneaker. They do not snap a simple JPEG. They use high-end cameras to capture massive raw image files. They use Adobe Lightroom to process this complex sensor data. If they utilize a cheaper alternative the software often misinterprets the color profiles meaning the image quality is compromised before it even reaches the editor. Next the file goes to a designer to perfect the "Nike Orange" and add copy. They save it as a .PSD (Photoshop) file. This"
X Link 2025-12-05T03:04Z 2820 followers, 6372 engagements

"If $ADBE was getting disrupted you would not see +11.5% YoY ARR and +10.2% forward guidance"
X Link 2025-12-10T21:26Z 2820 followers, 16.6K engagements

"The $ADBE bear cases were all proven false. Bear Case #1: "AI will kill the low-end/consumer funnel (Canva/Figma threat)." Freemium MAUs (Express Firefly Premiere Mobile) surpassed 70M (+35% Y/Y). Mobile Ending ARR grew XX% Y/Y. Adobe Express alone added 25000 new businesses in Q4 and saw XX% Y/Y growth in student access. Bear Case #2: "AI efficiency will cause 'seat compression' in Enterprise." Record bookings for deals $1M in Q4. Customers with $10M ARR grew XX% Y/Y (now XXX customers). RPO grew XX% Y/Y to $22.52B. Bear Case #3: "Adobe can't monetize AI" "AI-influenced ARR" now exceeds 33%"
X Link 2025-12-11T05:19Z 2820 followers, 6993 engagements

"NEWS: The U.S. Military x $GOOGL "AI capabilities have now reached all desktops in the Pentagon and in American military installations around the world." The War Department just launched a new platform called They chose Google Cloud's Gemini for Government as the first model to power it. Under Secretary Emil Michael calls the initiative "America's next Manifest Destiny." It is built to handle highly sensitive military data (Level X security clearance). It connects to Google Search to fact-check itself and can perform complex tasks automatically"
X Link 2025-12-11T05:55Z 2820 followers, 1700 engagements

"$MSCI is trading at 27.5x P/FCF. The definition of a quality business at a fair price"
X Link 2025-12-11T06:30Z 2820 followers, 16.7K engagements

"Which SaaS is the better bet here $ADBE or $CRM"
X Link 2025-12-13T03:10Z 2820 followers, XXX engagements