@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.

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Social Influence

Social category influence stocks 86.21% technology brands 28.45% finance 18.97% cryptocurrencies 8.62% countries 4.31% automotive brands 2.59% luxury brands 0.86% exchanges 0.86% financial services 0.86%

Social topic influence $bn #28, $tdg #10, $fico 12.07%, $googl 8.62%, $goog 7.76%, asml 7.76%, $csu 7.76%, $asml 6.9%, $spgi #132, $ge #87

Top accounts mentioned or mentioned by @joecarlsonshow @wealthmatica @askfinvest @tacticzh @orimodiano @henaocfa @vector4941271 @value_wizard @patienceisking @fiscorainvest @thomaskuriano

Top assets mentioned Brookfield Corporation (BN) TransDigm Group, Inc. (TDG) Fair Isaac, Corp. (FICO) Alphabet Inc Class A (GOOGL) S&P Global Inc (SPGI) General Electric Company (GE) Adobe, Inc. (ADBE) Amazon.com, Inc. (AMZN) Brookfield Asset Management Inc (BAM) Mastercard, Inc. (MA) Uber Technologies, Inc. (UBER) Moody's Corporation (MCO) Heima (HEI) Canadian Pacific Railway (CP) MercadoLibre Inc (MELI) Costco Wholesale Corporation (COST) Msci Inc (MSCI) ZetaChain (ZETA) Ferro (FER) Microsoft Corp. (MSFT) Shopify Inc (SHOP) Spotify Technology (SPOT) Intuitive Surgical, Inc. (ISRG) Copart, Inc. (CPRT) Netflix Inc (NFLX) Loar Holdings Inc (LOAR) Costco Hot Dog (COST) Metadium (META) Brookfield Infrastructure Partners L.P. Limited Partnership Units (BIP) Honeywell International Inc (HON) Canadian National Railway (CNI)

Top Social Posts

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

"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: 50.9% Heico ( $HEI ) EV/EBITDA: 35.5x 31.5x (12.7% growth implied) EBITDA Margin: 27%"
X Link 2025-09-20T17:49Z [----] followers, [----] 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 [----] 🧵 https://twitter.com/i/web/status/1970306589195219029 https://twitter.com/i/web/status/1970306589195219029"
X Link 2025-09-23T01:57Z [----] followers, 14.2K engagements

"Installed base + pricing power is a deadly combo. TransDigm has a vast portfolio of products in over [------] aircraft. $TDG is the sole supplier for 90% of its products and has the trust and reliability in a market that matters most"
X Link 2025-11-25T22:06Z [----] followers, [----] engagements

"My favorite aerospace companies I have studied✈ Engines: General Electric ( $GE ) Safran ( $SAFRY ) Parts Suppliers: TransDigm ( $TDG ) Heico ( $HEI )"
X Link 2025-12-23T02:32Z [----] followers, [----] engagements

"TransDigm $TDG continued to expand its installed base this year with [--] acquisitions: [--]. Stellant Systems: Adds high-power electronic tubes and amplifiers to the portfolio. These are critical components used in radar electronic countermeasures and communications systems. It has a strong presence across major defense and aerospace platforms and generates 50% of its revenue from the aftermarket. [--]. Simmonds Precision Products: Acquired from RTX. This deal brings highly proprietary fuel sensors and structural health monitors into the ecosystem. These sensors are essential for telling pilots"
X Link 2026-01-01T23:46Z [----] followers, [----] engagements

"In [----] we should expect to see at least $695 Million in run-rate revenue added for $TDG just from acquisitions: Stellant: $300M Simmonds: $350M Servotronics: $45M These three deals alone add nearly 8% to their annual revenue base big for a company of this size"
X Link 2026-01-02T00:23Z [----] followers, [----] engagements

"If there is one business model you need to study its TransDigm. $TDG is both fascinating and dominant. Whats your pick"
X Link 2026-01-05T22:37Z [----] followers, [----] engagements

"TransDigms moat is brutal. My rough estimate to breach the $TDG moat is $38 billion solely in certification costs. (380k active PMAs $100k FAA certification costs) Here are the steps a competitor would have to execute [------] 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 [--] months and $100k + testing/engineering"
X Link 2025-11-25T23:05Z [----] followers, 22.7K engagements

"$GE Aerospace Book-to-Bill Ratio (9-Month YTD) (Orders Adj. Revenue) ✈ Commercial Engines: 1.33x 🛡 Defense & Propulsion: 1.14x = Weighted Total: 1.29x Ratio [---] Demand is exceeding supply. Backlog is growing faster than they can ship it. [-----] engines. If we imply current delivery rates that equals [---] years of backlog. https://twitter.com/i/web/status/2004825330578571350 https://twitter.com/i/web/status/2004825330578571350"
X Link 2025-12-27T08:03Z [----] followers, 21.3K engagements

"The $TDG moat is so deep that I believe regulatory scrutiny is the biggest risk so lets talk about it👇 TransDigm is raw capitalism at its finest. In theory can the government somehow just cap TransDigm prices The answer is no because TransDigm has ALL the leverage. If the government decides to cap their prices TDG can just refuse to sell to them. So what is the contracting officer going to do They cannot have a defense plane sit idle because of a $1000 part disagreement. How do you explain that to the military They end up just paying the bill. The market is incredibly fragmented with a ton"
X Link 2025-12-22T09:57Z [----] followers, 10.5K engagements

"The goal of every public company is to maximize shareholder value. Few can say theyve done it better than Brookfield. $BN $BAM"
X Link 2026-01-09T04:25Z [----] followers, [----] engagements

"I hope we can all agree Brookfields ( $BN ) operating assets like railroads tollbooths and telecom towers are wide moat businesses. But what about managing and continuously attracting capital ( $BAM ) BAMs capital is locked into long-term contracts for decades: 94% of fee-earnings are long-term or perpetual 86% of fee-bearing capital is permanent or long-term 50% is locked into agreements of 10+ years For large pools of capital (governments sovereign wealth funds pension funds) the choice comes down to this: Scale is a moat Reputation is a moat Writing checks others can't is a moat"
X Link 2026-01-11T06:42Z [----] followers, 14.8K 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 [----] followers, 26.2K engagements

"Via Brookfield [----] Outlook: Data center demand is skyrocketing. Expecting 17% CAGR to [----] Tech giants are ramping capex to $1 trillion/year by [----]. Current AI chips need 10x more power than normal servers. $BN is the solution for these any-and-all power needs"
X Link 2025-12-24T00:29Z [----] followers, 65.5K engagements

"$BN is right up Chris Hohn's alley but he avoids it. I assume it's because of his strict rules against asset managers insurance & opacity. But Brookfield owns the exact assets he loves: Rail: [-----] km (Hohn: $CNI $CP) Toll Roads: [----] km (Hohn: $FER) Terminals: [--] sites (Hohn: $AENA) Towers/Fiber: 312k sites / 28k km (Hohn: $CLNX) Data Centers: [---] (Hohn: $MSFT $GOOG) I own the same irreplaceable physical assets just with likely higher upside. https://twitter.com/i/web/status/2005758456452579392 https://twitter.com/i/web/status/2005758456452579392"
X Link 2025-12-29T21:50Z [----] followers, 21.8K engagements

"Good piece on $TDG I came across. Interesting detail here: "Parts average $1000 and 90% cost less than $5000." They own these assets deliberately. Certification alone can cost $1M+ not to mention high R&D costs low volumes and IP protection. Makes little sense for a competitor to try to take share. http://open.substack.com/pub/eaglepointcapital/p/repost-is-transdigms-pricing-power http://open.substack.com/pub/eaglepointcapital/p/repost-is-transdigms-pricing-power"
X Link 2026-01-10T03:04Z [----] followers, [----] engagements

"$TDG signed definitive agreement for Jet Parts Engineering and Victor Sierra Aviation for $2.2 billion cash. Highly engineered PMA parts and repairs with nearly 100% aftermarket revenue. $280 million [----] revenue"
X Link 2026-01-17T02:01Z [----] followers, [----] engagements

"Trimmed $GOOGL today to add more $TDG and $FICO. I like TDG in this [----] range. FICO is also below my purchase price at [----]. Both companies sold off today irrationally"
X Link 2026-02-04T02:35Z [----] followers, 12K engagements

"Some of the highest-quality non-U.S. stocks: [--]. $ASML ASML [--]. $BN Brookfield Corporation [--]. $TSM Taiwan Semiconductor Manufacturing [--]. $MELI MercadoLibre [--]. $SHOP Shopify Inc. [--]. $CP Canadian Pacific Railway [--]. $SAP SAP [--]. $SPOT Spotify [--]. $NVO Novo Nordisk [--]. $CSU Constellation Software https://twitter.com/i/web/status/1943079749523501140 https://twitter.com/i/web/status/1943079749523501140"
X Link 2025-07-09T22:48Z [----] followers, 10.4K 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 [----] followers, 27.9K 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 https://twitter.com/i/web/status/1969872793123840258 https://twitter.com/i/web/status/1969872793123840258"
X Link 2025-09-21T21:14Z [----] followers, [----] engagements

"Morningstar has $ADBE trading at a 73% upside to fair value"
X Link 2025-11-23T03:23Z [----] followers, 67.3K engagements

"I ranked my companies by how hard they are to dent with their monopolistic status. 👇 [--]. $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 [-----] 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 [----] followers, 99.1K engagements

"If a new plane came out every [--] 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 [----] followers, [----] 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 21% weighting but did not use those profits to buy any Adobe. https://twitter.com/i/web/status/1996680747613077952"
X Link 2025-12-04T20:39Z [----] followers, 47.2K engagements

"GE Vernova is another energy transition play. Specifically electrification and decarbonization of the global economy. Like aerospace engines: Boring and predictable. Classic razor/blade model and long-term 15-20y contracts. $GEV explained in [--] charts"
X Link 2025-12-25T06:06Z [----] followers, 18.2K engagements

"Big year for $BN in AI. Brookfield is now coming for the hyperscalers. Brookfield is launching Radiant a new AI cloud business to lease chips directly to developers. Brookfield is controlling the entire AI value chain. They own the power the land and now the service"
X Link 2026-01-01T00:57Z [----] followers, 36.2K engagements

"What is this portfolio missing 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 https://t.co/gzA68Fq0jD 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"
X Link 2026-01-04T05:19Z [----] followers, 15.3K engagements

"Is chasing the next big thing worth it when $FICO gets paid when credit is used $SPGI gets paid as capital tracks the S&P $MA gets paid every time you swipe $AMZN gets paid every time you order online Or do you just wait for bad sentiment"
X Link 2026-01-05T02:47Z [----] followers, 12.6K engagements

"150+ aircraft were used in the Venezuela op. $TDG is on nearly every one. Some include: F-22 Raptor: Flies into 2040s F-35 Lightning II: Flies [--------] F/A-18 Super Hornet: Flies into 2040s EA-18G Growler: Flies into 2040s Black Hawk: Flies until 2070s https://twitter.com/i/web/status/2008059697706787324 https://twitter.com/i/web/status/2008059697706787324"
X Link 2026-01-05T06:15Z [----] followers, [----] engagements

"Service/Elevator global oligopoly: $OTIS. The revenue growth is uninspiring but the underlying moat is massive: 2.4M global installed base Life of an elevator: [----] years 90% of profit comes from maintenance 94%+ retention rate"
X Link 2026-01-05T18:56Z [----] followers, 12.7K engagements

"Both are incredibly strong companies with massive moats installed bases and razor/blade models. $TDG operates like a PE firm within aerospace - [--] acquisitions in [----] alone and are much more aggressive about squeezing every cent for shareholders. Also pays special dividends which were recently $90 a share. TDG higher margins cheaper valuation likely due to the ongoing regulatory scrutiny it faces like $FICO I think TDG is extremely similar to your Fico holding bc they sell mission critical components that represent a tiny fraction of the total end cost which allow great price increases."
X Link 2026-01-07T16:12Z [----] followers, [---] engagements

"A primary metric for aerospace investors: RPMs (Revenue Passenger Miles). It measures airline traffic and demand. Calculation: Paying Passengers Distance Flown (Ex: [---] passengers [---] miles = [-----] RPMs) Historically 4-5% annual growth. $TDG $GE"
X Link 2026-01-08T06:22Z [----] followers, [----] engagements

"Thoughts on VantageScore Competition A $FICO score is not a universal interest rate. It is an input not an output. Its not as simple as "800 Score = 5% Rate." Rather the formula is: Rate = Base Rate + Risk Adjustments. Lenders use precise software to solve for that rate based on Down Payment LTV Collateral etc. These pricing grids are explicitly calibrated to FICO's probability of default over 30+ years. Competitors use different inputs and weightings. You cannot just plug a different variable into an equation built for FICO without invalidating the risk model. This creates a "Securitization"
X Link 2026-01-08T17:04Z [----] followers, [----] engagements

"Is $FTAI a $GE / $SAF / $RTX frenemy + AI data center play They specialize in the aftermarket for the world's most widely used jet engines (CFM56 & V2500). They don't manufacture the engines but instead buy and lease them to airlines. Another way to profit from the long MRO contracts and plane lifespan. They swap out specific modules rather than doing full overhauls. It cuts the time to return to service from months to just days and drastically lowers costs. This strategy sounds a lot like $HEI. To further drive efficiency they recently partnered with $PLTR to automate supply chain logistics."
X Link 2026-01-12T07:18Z [----] followers, [----] engagements

"Joseph Shaposhnik (Rainwater Equity $RW) names Constellation Software ( $CSU ) his top pick for the next [--] years. He calls it "the Berkshire Hathaway of our modern times." His previous fund TCW (20152024) compounded at 15.8% annually. Top [--] of [--] holdings below:"
X Link 2026-01-15T05:10Z [----] followers, 40.4K engagements

"I would love a better price for TDG jr - $LOAR. $6.8B market cap. Long growth story. Multiple is eyewatering. P/FCF: 74x EV/EBITDA: 61x https://twitter.com/i/web/status/2011975813537685884 https://twitter.com/i/web/status/2011975813537685884"
X Link 2026-01-16T01:36Z [----] followers, [----] engagements

"$RACE -38% 52-week 🏎 One of the few companies where demand increases when price increases. Potential opportunity 29x P/FCF 23x EV/EBIT"
X Link 2026-01-17T02:13Z [----] followers, 20.8K engagements

"Post-Earnings: $FICO trades at 39.8x Forward FCF Current Market Price: $1391"
X Link 2026-02-08T01:37Z [----] followers, [----] engagements

"@joecarlsonshow $BN"
X Link 2025-07-01T23:48Z [----] followers, [----] engagements

"Just listened to Dev Kantesaria discuss Fico for the 2nd time. He does not use a single filler word the entire time thoughts just flow out his brain. $FICO"
X Link 2025-07-03T11:48Z [----] followers, [----] engagements

"My fair value for Brookfield Corp is $95/share vs. its current price of $64. This assumes they hit their distributable earnings target of $9.77 in [----] (including realizations and capital allocation) and stays at 15x P/DE. Implied CAGR from todays price: 20% $BN https://twitter.com/i/web/status/1941460142295273781 https://twitter.com/i/web/status/1941460142295273781"
X Link 2025-07-05T11:32Z [----] followers, [----] engagements

"Google Search revenue since the release of ChatGPT. I do believe search rev is a real risk but for now we are in a low-risk high reward setup. $GOOG $GOOGL"
X Link 2025-07-06T21:47Z [----] followers, [----] engagements

"$UBER if loving you is wrong I dont wanna be right"
X Link 2025-07-07T04:09Z [----] followers, [----] engagements

"Brookfield Corp ( $BN ) is built for downside protection. 87% of the fee-bearing capital is locked in for 10+ years. No matter how markets move Brookfield collects steady management fees. 90% of Brookfield Renewable Partners ( $BEP ) contracts are locked in with an average remaining life of [--] years. A significant portion of their Power Purchase Agreements are indexed to inflation which means BEP's revenues can grow along with inflation. https://twitter.com/i/web/status/1942293023922217157 https://twitter.com/i/web/status/1942293023922217157"
X Link 2025-07-07T18:41Z [----] followers, 25.2K engagements

"I honestly need way more $ASML Management estimates EUV machines to generate 150%+ in service revenue and climbing. DUV machines generate 130% of their original sale price in services. Machines sold in the 1980s and 1990s still generate revenue today. Explanation: A $300 million machine is expected to generate an additional $450 million over its lifetime from servicing maintenance and upgrades"
X Link 2025-07-08T04:28Z [----] followers, [----] engagements

"ASML has major switching costs. Lets say somehow a competitor like China cracked EUV lithographybeyond the sunk cost of installing a $400 million machine. Recalibrating manufacturing lines to new equipment would take [--] to [--] months and cost tens of millions. Production would slow or stop during this time causing losses in the hundreds of millions. ASML has strong partnerships with key suppliers and specialized supply chains that are hard to replace. Their technology is protected by over [-----] patents worldwide. Chip fabs rely on their software diagnostics and trained engineers. Switching"
X Link 2025-07-08T19:27Z [----] followers, [----] engagements

"Copart Inc is a compounder. $CPRT"
X Link 2025-07-09T17:58Z [----] followers, [----] engagements

"Markets are weirdsee value where others dont. $NFLX"
X Link 2025-07-10T01:10Z [----] followers, [----] engagements

"Brookfield Infrastructure ( $BIP ) is a great way to get exposure to the data center boom. Just look at the 10-year growth: Revenue CAGR: 30% Funds from Operations (FFO) CAGR: 16% Brookfield's exposure to [---] data centers will help deliver significant growth for $BN"
X Link 2025-07-11T22:58Z [----] followers, [----] engagements

"If market sentiment flips on Google: 35% upside at a 27x P/E (S&P [---] average). 60% upside at a 32x P/E (Nasdaq average). Just saying. $GOOG $GOOGL"
X Link 2025-07-12T04:06Z [----] followers, [----] engagements

"Li Lu's portfolio has a 35% stake in Google. Makes my 15% look lousy. $GOOG $GOOGL"
X Link 2025-07-15T03:51Z [----] followers, [----] engagements

"You could put [-----] intelligent people in the same room give them all the drawings of our machine and the machine wouldnt work. Some things are simply not in the drawings. Jos Benschop ASML Senior VP of Technology (2022 Dutch TV interview) $ASML"
X Link 2025-07-17T03:51Z [----] followers, [----] engagements

"Amazon is expected to generate over $1 trillion in revenue by [----]. $AMZN"
X Link 2025-07-20T02:37Z [----] followers, [----] engagements

"Google is rolling out Deep Search on its good old search engine. They're continuing to give users reasons to stay within the Google ecosystem. $GOOG $GOOGL"
X Link 2025-07-21T23:45Z [----] followers, [----] engagements

"$UNH is now trading at a 9.4% FCF yield. What a beatdown"
X Link 2025-07-24T21:01Z [----] followers, [----] engagements

"$UBER is buying back approximately 12% of their market cap"
X Link 2025-08-06T13:58Z [----] followers, 51.4K 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 2025-08-10T02:34Z [----] followers, [----] engagements

"Brookfield Asset Management ( $BAM ) and Brookfield Wealth Solutions ( $BWS ) are the twin engines attracting and fueling capital to power Brookfields operating businesses. $BN is the modern $BRK.A"
X Link 2025-08-14T02:35Z [----] followers, [----] engagements

"I like how Gemini is free for college students for [--] year. This can shift GPT users to Gemini and make new users default to it. This is the type of advantage Google has and GPT doesn't. $GOOG $GOOGL"
X Link 2025-08-16T19:00Z [----] followers, [----] engagements

"Im most interested right now in $ZETA. As Ive built more confidence in investing Ive started looking at smaller promising companies with narrower moats. Zeta has a huge TAM worth researching. Thanks @wealthmatica for helping me dig deeper into the company"
X Link 2025-08-17T16:25Z [----] followers, [----] engagements

""Imagine any digital ad you see thats not by Meta or Alphabet chances are Zeta is behind it." Zeta claims to run the third-largest data cloud. Do I start a small position 🤔 $ZETA"
X Link 2025-08-17T21:58Z [----] followers, [----] engagements

"If you believe in these [--] themes Brookfield is the place to be. $BN has $177B in deployable capital ready to invest. Learn more https://www.brookfieldoaktree.com/sites/default/files/2023-04/Emerging-Infrastructure-Opportunities-The-Three-Ds.pdf https://www.brookfieldoaktree.com/sites/default/files/2023-04/Emerging-Infrastructure-Opportunities-The-Three-Ds.pdf"
X Link 2025-08-19T20:26Z [----] followers, [----] engagements

"$ADBE [--] years of 9% revenue growth 38% FCF margins 4% buyback yield At a 6% FCF yield today 10% CAGR At a 4% FCF yield rerating 26% CAGR (According to my little spreadsheet)"
X Link 2025-08-19T22:38Z [----] followers, [----] engagements

"What growth stock would you add to this portfolio Im leaning $MELI or $ZETA Portfolio Update: Havent lifted a finger in over [--] months. Quality investing and discipline. Let it compound. $BN $AMZN $GOOG $UBER $MA $SPGI $V $MCO $ASML https://t.co/UNQ5X8eIAI Portfolio Update: Havent lifted a finger in over [--] months. Quality investing and discipline. Let it compound. $BN $AMZN $GOOG $UBER $MA $SPGI $V $MCO $ASML https://t.co/UNQ5X8eIAI"
X Link 2025-08-20T22:13Z [----] followers, [----] engagements

"Even when lenders dont use FICO to underwrite loans they still use it to communicate credit quality. Example: Toyota Motor Credit originates loans with VantageScore but reports loan quality with FICO. Thats what it means to be the industry benchmark. $FICO"
X Link 2025-08-26T03:25Z [----] followers, [----] engagements

"High-quality companies organized by the type of moat that makes them dominate 🧵"
X Link 2025-08-27T19:28Z [----] followers, [----] engagements

"The world is yours chico $MSCI"
X Link 2025-08-27T23:05Z [----] followers, [----] 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 https://twitter.com/i/web/status/1961982837755707516 https://twitter.com/i/web/status/1961982837755707516"
X Link 2025-08-31T02:42Z [----] followers, [----] engagements

"$HEI reminds me of $COST $TDG reminds me of $FICO TDG and FICO arent afraid to flex their pricing power. HEI like Costco wins by offering the best cost-to-benefit tradeoff building long-term customer loyalty. Which is the better business model"
X Link 2025-08-31T17:03Z [----] followers, [----] engagements

"The reason you hear not to invest in airlines is because of companies like $TDG. An aircraft can fly for 30+ years and during that time it needs constant maintenance and replacement parts. TDG controls many of these parts and has the pricing power to charge what it wants. This aftermarket revenue is their most profitable stream and if you dont like it your plane doesnt fly"
X Link 2025-09-10T00:21Z [----] followers, [----] 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 https://twitter.com/i/web/status/1967052023783973164 https://twitter.com/i/web/status/1967052023783973164"
X Link 2025-09-14T02:25Z [----] followers, [----] engagements

"I would consider myself a fan of this software acquirer. $CSU $CNSWF"
X Link 2025-09-15T17:12Z [----] followers, [----] engagements

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

"The more an aircraft flies the more wear and tear builds up in its systems which drives demand for replacement parts. For life-limited parts aviation regulations mandate replacement after a set number of flight hours and flight cycles (takeoffs & landings). These are important metrics to watch when analyzing $TDG and other aerospace suppliers"
X Link 2025-09-19T02:56Z [----] followers, [----] engagements

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

"Constellation Software trades at [----] P/FCF and has never done SBC. Keep this in mind when comparing it to other software companies loaded with dilution. $CSU"
X Link 2025-09-22T23:39Z [----] followers, 12.2K engagements

"6 high-quality companies in a pullback: $FICO $1534 FCF yield: 2.2% $TDG $1299 FCF yield: 2.6% $MSCI $568 FCF yield: 3.3% $SPGI $496 FCF yield: 3.5% $CSU $4000 FCF yield: 3.5% $ADBE $361 FCF yield: 6.2%"
X Link 2025-09-23T22:27Z [----] followers, [----] 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: [-----] da Vinci systems installed $1.6 million price per system 85% recurring revenue 16% CAGR in robotic-surgery addressable market by [----] $ISRG https://twitter.com/i/web/status/1972383055575937421 https://twitter.com/i/web/status/1972383055575937421"
X Link 2025-09-28T19:29Z [----] followers, [----] engagements

"Howard Marks is one of the greatest investors of our generation leading Oaktree with a 19% CAGR. $BN now owns 100% of the company. Just casual stuff"
X Link 2025-10-17T05:11Z [----] followers, [----] engagements

"$AMZN and $SPGI are steals right now"
X Link 2025-10-17T15:06Z [----] followers, [----] engagements

"$BN and $GOOGL are both fully integrated stacks. Google owns the cloud software hardware (TPUs) infrastructure data and distribution. Brookfield owns the physical infrastructure data centers real estate renewable power and perpetual capital. Takeaway: high reward low risk"
X Link 2025-10-19T04:24Z [----] followers, 19.9K engagements

"How $FICO scores are calculated"
X Link 2025-10-20T01:37Z [----] followers, [----] engagements

"Monopolies are green across the board. What a sight"
X Link 2025-10-24T04:05Z [----] followers, [----] engagements

"I am super close to pulling trigger on $CSU $ADBE"
X Link 2025-10-25T07:16Z [----] followers, [----] engagements

"Today $UBER teams up with NVIDIA & Stellantis to launch one of the worlds largest autonomous vehicle networks. [----] Level [--] robotaxis powered by $NVDA Uber supplies demand and manages fleet ops: charging maintenance support Stellantis to supply AV-ready vehicles NVIDIA provides AI architecture & data factory for 3M+ hours of training"
X Link 2025-10-29T01:42Z [----] followers, [----] engagements

"$BN Bruce Flatt on whether AI and data centers are a bubble: *Hint: You cannot build enough"
X Link 2025-11-17T01:50Z [----] followers, [----] 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 15% annual returns what would you add and what % allocation would you give each https://twitter.com/i/web/status/1992676863626666332 https://twitter.com/i/web/status/1992676863626666332"
X Link 2025-11-23T19:29Z [----] followers, [----] engagements

"Is anybody else attracted to this $NOW"
X Link 2025-05-26T23:29Z [----] followers, [----] engagements

"Agree $GOOG $GOOGL"
X Link 2025-07-03T09:17Z [----] followers, [----] engagements

"What do we think Is asset management a profitable business $BAM"
X Link 2025-07-08T17:24Z [----] followers, [----] engagements

"Talk about irreplaceable physical assets. Brookfields ( $BN ) infrastructure segment alone manages $214 billion in assets: [-----] km of rail operations (Canadian National Railway is [-----] km) [--] terminals [----] km of toll roads [-----] km of natural gas pipelines [-----] km of transmission pipelines [-----] km of electricity transmission lines [---] million electricity and gas connections [------] operational telecom towers [-----] km of fiber optic cable [---] data centers (Source: Brookfield Infrastructure webpage)"
X Link 2025-07-10T04:49Z [----] followers, [----] engagements

"Why is no one talking about Gemini in Chrome This feature rolled out to me a while ago. By clicking the Gemini button in the top right it records your screen and answers your questions in real time. Eventually this feature will become so seamless and powerful that youll never need to leave the Google ecosystem. $GOOG $GOOGL"
X Link 2025-07-10T06:27Z [----] followers, [----] engagements

"Brookfields current AUM is over $1 trillion. It is expected to double [--] years This allows them to engage in significant projects and investments with their scale and reach in which widens their economic moat. $BN"
X Link 2025-07-14T02:15Z [----] followers, [----] engagements

"Quarterly $ASML earnings are not very relevant"
X Link 2025-07-16T16:53Z [----] followers, [----] engagements

"The worlds two largest alternative asset managers: Blackstone & Brookfield. Pick your fighter: $BX vs. $BN"
X Link 2025-07-19T21:36Z [----] followers, [----] engagements

"Rev flat Just move the logo. Super bullish. $AAPL"
X Link 2025-07-31T00:07Z [----] followers, [----] engagements

"@AskFinvest That and they are squirting FCF"
X Link 2025-08-06T21:01Z [----] followers, [----] engagements

"Wheres the chrome news $GOOGL"
X Link 2025-08-28T18:57Z [----] followers, [----] engagements

"The one and only $FICO Highly likely to be added to the portfolio this week. Chart shows EPS and FCF margin since price hikes began in Q1 2018:"
X Link 2025-09-30T22:11Z [----] followers, [----] engagements

"The day I was going to buy $FICO it is up 20% pre-market"
X Link 2025-10-02T12:07Z [----] followers, [----] engagements

"Do not forget insiders own 17.4% of shares $BN"
X Link 2025-10-03T02:42Z [----] followers, [----] engagements

"I almost forgot $CSU is trading at 22x FCF"
X Link 2025-10-22T22:04Z [----] followers, [----] engagements

"@TacticzH Are you a fan of $GE and $SAF by chance Similar characteristics to $ASML"
X Link 2025-10-24T03:51Z [----] followers, [---] engagements

"Bought more $BN"
X Link 2025-11-13T14:45Z [----] followers, [----] engagements

"This company will change the way you look at stocks. Ferrovial ( $FER ) is a natural monopoly and owns some of the most prized assets and infrastructure in the world. If you don't have time now bookmark and read this later. 🧵 https://twitter.com/i/web/status/2001554618510123291 https://twitter.com/i/web/status/2001554618510123291"
X Link 2025-12-18T07:26Z [----] followers, 73.3K engagements

"@OriModiano $OMAB briefly"
X Link 2025-12-18T20:30Z [----] followers, [----] engagements

"Aena $ANYYY is a fascinating natural monopoly ✈ It acts as a toll booth on Spanish tourism which is one of the world's most popular destinations. Aena operates [--] airports in Spain and manages over 90% of the countrys passenger travel. Globally it manages a total of [--] airports across [--] countries. The Spanish government is the majority shareholder at 51% which creates strong alignment with infrastructure goals. While aeronautical fees are regulated Aenas commercial services like shops VIP lounges and car rentals are unregulated and carry significantly higher margins. The commercial margin"
X Link 2025-12-28T23:29Z [----] followers, 10.6K engagements

"What in the world am I looking at. $DDS"
X Link 2026-01-09T05:00Z [----] followers, [----] engagements

"Whos ready for $FICO earnings"
X Link 2026-01-28T16:17Z [----] followers, [----] engagements

"The "3 Ds" are the megatrends Brookfield Corp's ( $BN ) global strategy is betting on. Here's the breakdown: [--]. Digitalization (of everything) They are buying the physical backbone of the digital economydata centers fiber networks and cell towers. As AI and cloud demand explodes this infrastructure becomes non-negotiable. [--]. Decarbonization Brookfield is capturing the shift to low-carbon energy including nuclear wind solar and hydro. They are positioned to be a prime beneficiary as the world moves toward net-zero. [--]. Deglobalization Brookfield is investing in critical infrastructure that"
X Link 2025-07-07T17:20Z [----] followers, [----] engagements

"TransDigm recently paid a $90 special dividend to shareholders $TDG"
X Link 2025-09-22T05:00Z [----] followers, [---] engagements

"Brookfield owns 51% of Westinghouse. Westinghouse owns the AP1000. The AP1000 is the only advanced (Gen III+) nuclear technology that is certified and operational in the US today. In non-jargon terms if you want to deploy proven nuclear power in America right now you have no choice but to go through $BN. https://twitter.com/i/web/status/2003587671046938975 https://twitter.com/i/web/status/2003587671046938975"
X Link 2025-12-23T22:05Z [----] followers, 52.5K engagements

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