@returnoncap Avatar @returnoncap Return on Cap

Return on Cap posts on X about $spgi, $tase, $mco, $rmvl the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 31% finance 22% technology brands 12% cryptocurrencies 3% countries 3% social networks 2% currencies 1% travel destinations 1% nfl 1% luxury brands 1%

Social topic influence $spgi #67, $tase 7%, $mco #15, $rmvl 5%, business 5%, $shva 5%, if you 5%, $msft #335, $clpt 4%, $fico #15

Top accounts mentioned or mentioned by @arneulland @cadillacf1 @schecoperez @valtteribottas @nfl @kirkorman @ddblakefischer @investiri @skiguy69420 @therealcjhill @acunas_antics @tommyhilfiger @arkalos77 @glbeaty @flashcapital @evrgn11112231 @alohaoasis @jasongreenwal12 @kejca @mosinvesting

Top assets mentioned S&P Global Inc (SPGI) Moody's Corporation (MCO) Microsoft Corp. (MSFT) Fair Isaac, Corp. (FICO) British American Tobacco (BTI) Amazon.com, Inc. (AMZN) CoStar Group, Inc. (CSGP) RELX PLC (RELX) Unilever plc (UL) Mastercard, Inc. (MA) Effect.AI (EFX) Brown-Forman Corporation Class B (BF.B) Philip Morris International Inc. (PM) Tradeweb Markets Inc. Class A Common Stock (TW) Twist Bioscience Corporation Common Stock (TWST) Otis Worldwide Corp (OTIS) Enterprise Products Partners, LP. (EPD) Texas Pacific Land, Corp. (TPL) Now Coin (NOW) Thomson Reuters Corporation (TRI) Alphabet Inc Class A (GOOGL) UnitedHealth Group (UNH) Restaurant Brands International Inc. (QSR) NuCypher (NU)

Top Social Posts

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

"My buys over the last few days: $MSFT under 25x 2026E $MCO around 27x 2026E $SPGI around 23x 2026E $FICO around 30x 2026E"
X Link 2026-02-09T10:20Z [----] followers, 29.3K engagements

"This morning: $SPGI @ [---] $MCO @ [---] My buys over the last few days: $MSFT under 25x 2026E $MCO around 27x 2026E $SPGI around 23x 2026E $FICO around 30x 2026E My buys over the last few days: $MSFT under 25x 2026E $MCO around 27x 2026E $SPGI around 23x 2026E $FICO around 30x 2026E"
X Link 2026-02-10T15:26Z [----] followers, 15.1K engagements

"$MCO $SPGI - anyone buying Claude rated bond issuances"
X Link 2026-02-03T14:53Z [----] followers, 10.8K engagements

"@ArneUlland Pre market"
X Link 2026-02-10T16:32Z [----] followers, [---] engagements

"$RMV.L Rightmove revenue profit margins (73%) and ROIC (300%) firing on all cylinders"
X Link 2023-08-17T21:03Z [----] followers, [----] engagements

"$BATS.L $BTI"
X Link 2023-10-09T09:47Z [----] followers, [----] engagements

"$BTI $BATS.L projected FCF utilisation plenty of buyback potential"
X Link 2023-10-09T19:45Z [----] followers, 13K engagements

"Keeping my eye on $SPGI $TW and $LSEG.L at the moment approaching interesting levels imo $LSEG.L is down 28.5% YTD and is currently trading at its lowest multiple over the last decade. - 18.9x fwd PE - 15.9x P/FCF - 17% fwd EPS growth - 1.85% dividend yield - 20.9% avg operating margin - 19.7% 5yr FCF CAGR - 30.8% 5yr revenue CAGR A wide MOAT business https://t.co/JIqACBd7cn $LSEG.L is down 28.5% YTD and is currently trading at its lowest multiple over the last decade. - 18.9x fwd PE - 15.9x P/FCF - 17% fwd EPS growth - 1.85% dividend yield - 20.9% avg operating margin - 19.7% 5yr FCF CAGR -"
X Link 2025-09-23T18:10Z [----] followers, 23.1K engagements

"Anyone been getting interested in $LSEG.L at recent prices"
X Link 2025-12-27T18:36Z [----] followers, [----] engagements

"This year is a scratch year for me. +6.0% vs +9.4% GBP S&P500 Top positions heading into [----] $V $DBI.AX $TWST $SPGI $MSFT $FICO 17% cash or equivalent"
X Link 2026-01-01T12:47Z [----] followers, [----] engagements

"@Cadillac_F1 @TommyHilfiger @SChecoPerez @ValtteriBottas Those prices are absolutely fucking egregious"
X Link 2026-02-05T12:00Z [----] followers, [----] engagements

"I think these are pretty interesting ideas at their current valuations $V $OTIS $HEM.ST $ATCO.ST"
X Link 2025-11-21T15:01Z [----] followers, [----] engagements

"Proprietary data sets and being deeply ingrained matters. Always has always will"
X Link 2026-02-03T19:01Z [----] followers, [----] engagements

"@Arkalos77 Are you suggesting an LLM can recreate the datasets those other businesses are built on"
X Link 2026-02-04T11:16Z [----] followers, [---] engagements

"Seahawks [--] - [--] Patriots"
X Link 2026-02-08T20:22Z [----] followers, [---] engagements

"@glbeaty Let me ask you this why do you think Fitch rated bonds get higher interest rates than Moodys You could be the best bond rater in the world and it doesnt matter"
X Link 2026-02-08T22:56Z [----] followers, [---] engagements

"@Flash_Capital_ How much are they worth:"
X Link 2026-02-09T16:28Z [----] followers, [---] engagements

"RT @evrgn11112231: People have no idea how valuable the data sitting inside MCO/SPGI and MA/V will be once AI maximized. Literally their"
X Link 2026-02-10T17:02Z [----] followers, [--] engagements

"The only things with a moat in energy world is the land like $TPL and the transport infrastructure like $DBI.AX and $EPD. Everything else is a total commodity I think the only companies I'd ever consider owning in oil and gas are $TPL and $EPD; everyone else seems like a disaster. It's probably the most important industry in the world and investors get killed by it constantly. I think the only companies I'd ever consider owning in oil and gas are $TPL and $EPD; everyone else seems like a disaster. It's probably the most important industry in the world and investors get killed by it constantly"
X Link 2025-11-09T18:20Z [----] followers, [----] engagements

""I have no special talent. I am only passionately curious." - Einstein Every successful person I have ever met exhibits this. This trait is often confused with people who read a lot but people who read all the time do so because of intense curiosity"
X Link 2025-11-10T10:36Z [----] followers, [----] engagements

"$NOW deserved to get smoked for that acquisition but now its too cheap"
X Link 2026-01-30T23:22Z [----] followers, [---] engagements

"Software and financial services are definitely in throw baby out with the bath water territory. People clearly in sell now think later mode"
X Link 2026-02-03T15:14Z [----] followers, [----] engagements

"No sorry we cant rate your bond Claude is down"
X Link 2026-02-03T15:46Z [----] followers, [----] engagements

"$TRI $RELX $WKL aint getting replaced by a Claude plugin grow up"
X Link 2026-02-03T16:04Z [----] followers, [----] engagements

"Anthropic: heres Claude code lawyer mode Market:"
X Link 2026-02-03T21:46Z [----] followers, [----] engagements

"Hey Claude check if I should give a mortgage to this guy no mistakes"
X Link 2026-02-05T19:24Z [----] followers, [----] engagements

"That Lindsey Vonn crash was the most predictable shit ever. Makes me angry she was allowed to it. I just hope she hasnt irreparably hurt herself"
X Link 2026-02-08T11:05Z [----] followers, 300.5K engagements

"If I was an OpenAI venture investor I would be shitting myself after seeing the capex plans of $GOOG and $AMZN"
X Link 2026-02-08T16:32Z [----] followers, [----] engagements

"$SPGI is moving from selling software to selling access to data. They have unified their proprietary data on Google BigQuery and launched the Kensho LLM ready API. They are essentially becoming the backend for enterprise AI MCP's"
X Link 2026-02-09T13:53Z [----] followers, 22.6K engagements

"Asset light is the holy grail but we value them on tangible book value. good grief Mohnish Pabrai on the holy grail of investing "We believe the holy grail of investing is to buy capital-light businesses which have high returns on equity great balance sheets and very long runways- all while paying no more than a bit more than tangible book value." https://t.co/EKycZZHzAE Mohnish Pabrai on the holy grail of investing "We believe the holy grail of investing is to buy capital-light businesses which have high returns on equity great balance sheets and very long runways- all while paying no more"
X Link 2026-02-09T16:33Z [----] followers, 50.5K engagements

"Having a good laugh at the folks victory lapping $SPGI and $MCO an hour ago"
X Link 2026-02-10T14:54Z [----] followers, 20.9K engagements

"There seems to be some easy [--] year doubles floating around here"
X Link 2026-02-14T09:40Z [----] followers, 10.2K engagements

"My ideal company is capital light little need to reinvest very strong pricing power due to their product being a small but critical part of a larger value chain with few/no available substitutes. Management returns all excess cash to shareholders via opportunistic buybacks"
X Link 2024-02-03T14:23Z [----] followers, 29.9K engagements

"@AlohaOasis No they own the London listed Unilever shares $ULVR.L"
X Link 2024-03-18T16:14Z [----] followers, [---] engagements

"$WISE.L I love Wises simple approach to saving and investing. It gives savers two choices: - money market fund in $ or . - MSCI World index fund. This is perfect for 99% of people. But like all UK challenger banks no competitive advantage or reason to exist really"
X Link 2024-03-25T21:58Z [----] followers, [----] engagements

"Largest [--] equity positions at the end of Q2: $UNH $TASE $CLPT $QSR $V No sales. Note: 25% money market funds Largest [--] equity positions at the end of Q1: $TASE $V $AMZN $MA $SHVA No sales. SHVA is a new purchase this quarter. I cant report performance because my brokerage migrated accounts and I lost performance figures. Really annoying. I estimate it to be somewhere around +7 or 8% Largest [--] equity positions at the end of Q1: $TASE $V $AMZN $MA $SHVA No sales. SHVA is a new purchase this quarter. I cant report performance because my brokerage migrated accounts and I lost performance figures."
X Link 2024-06-29T18:31Z [----] followers, [----] engagements

"Anyone got any companies that have huge buyback programs ongoing"
X Link 2024-08-19T20:31Z [----] followers, 55.4K engagements

"If you can find a product or service that is an indispensable part of a value stream and they plan to layer value added services onto it over time bells should be ringing that theres something there. $CLPT $SHVA and $TASE are the same mental model but applied to their respective industries. $V is a mature example of this. https://twitter.com/i/web/status/1826279497156415992 https://twitter.com/i/web/status/1826279497156415992"
X Link 2024-08-21T15:25Z [----] followers, [----] engagements

"@JasonGreenwal12 $SHVA and $TASE are up [--] and 100% respectively since purchase"
X Link 2024-12-09T23:37Z [----] followers, [---] engagements

"$TASE bought in January $SHVA and $CLPT bought in June and July"
X Link 2024-12-10T16:12Z [----] followers, [----] engagements

"Happy New Year Wishing all the best to you and your family [----] was extremely strong finishing up at +54%. My top [--] equity positions heading into [----] remain: $SHVA (big gap) $CLPT $TASE $EFX $TCU"
X Link 2024-12-31T10:17Z [----] followers, [----] engagements

"$TASE offered the opportunity to partake in option [--] last year Three investments I would've gone all-in on: - Exchange demutualizations - The Duff spinoff - The Arcata arbitrage Here's the Arcata investment case: Three investments I would've gone all-in on: - Exchange demutualizations - The Duff spinoff - The Arcata arbitrage Here's the Arcata investment case:"
X Link 2025-01-29T10:09Z [----] followers, [----] engagements

"The businesses I really love are those that can increase revenue and FCF above inflation with minimal added costs such as $MCO's pricing power $MSFT increasing office volumes and $TASE increasing services volumes"
X Link 2025-05-21T10:54Z [----] followers, [----] engagements

"Merry Christmas to you all I hope you have a lovely day Yes even deep value investors"
X Link 2025-12-25T08:20Z [----] followers, [---] engagements

"I do this even now as a guy in my thirties when I see awesome people at work If you're young this is the smartest advice you'll ever hear: https://t.co/EGbBdcbCsf If you're young this is the smartest advice you'll ever hear: https://t.co/EGbBdcbCsf"
X Link 2025-12-25T15:18Z [----] followers, [----] engagements

"My mum when Im trying to watch something: Oh whats that whos that oh thats a bit weird oh Ive never been there oh that looks posh oh look at this (Its ai slop from Facebook)"
X Link 2025-12-26T11:09Z [----] followers, [---] engagements

"First live below your means. Second unless you are absolutely obsessed with business analysis and think its your Ikigai dollar cost average into a low cost index fund. Set a deposit for each month and forget it. What is your best financial advice for someone looking to start [----] right What is your best financial advice for someone looking to start [----] right"
X Link 2025-12-26T11:12Z [----] followers, [----] engagements

"I dont know enough to invest in this company to Im over thinking it back to I dont know enough"
X Link 2025-12-28T12:15Z [----] followers, [---] engagements

"Large cap valuations are currently pretty stretched and over a long time: Small reasonably priced highly profitable stocks outperform large cap stocks Happy hunting for [----] 🫡"
X Link 2025-12-28T19:05Z [----] followers, [---] engagements

"The Popular Following feed is a fantastic addition. Its basically what Ive always wanted For You to be"
X Link 2025-12-28T21:37Z [----] followers, [---] engagements

"beware of little expenses; a small leak will sink a great ship"
X Link 2025-12-29T14:00Z [----] followers, [---] engagements

"In Spain pharmacies are protected by strict "distance and population" quotas creating little monopolies. Since licenses can only be held by individuals. Owners cannot sell the business to a private equity firm; they must keep a pharmacist to keep the license in the family"
X Link 2026-01-02T13:17Z [----] followers, [---] engagements

""Shinise" businesses in Japan have lasted 500+ years by holding tons of cash and no debt. Buffett understands this better than anyone. Berkshires massive cash position is a feature not a bug. It is the cost of immortality. Happy retirement to the GOAT"
X Link 2026-01-02T15:01Z [----] followers, [----] engagements

"The world rewards those who wait without boredom"
X Link 2026-01-02T23:03Z [----] followers, [---] engagements

"People are showing who they really are at the moment"
X Link 2026-01-09T10:55Z [----] followers, [---] engagements

"When it really comes down to it all we have in this world is each other"
X Link 2026-01-09T18:15Z [----] followers, [---] engagements

"@NFL One of the best sports weekends of the year"
X Link 2026-01-10T14:17Z [----] followers, [----] engagements

"What a start @NFL One of the best sports weekends of the year @NFL One of the best sports weekends of the year"
X Link 2026-01-11T00:42Z [----] followers, [----] engagements

"Congrats to the AFC Champion New England Patriots"
X Link 2026-01-18T21:53Z [----] followers, [---] engagements

"Me this week 🫠 Winter is great because [--] months in youre like that was neat but thats enough of that. And then Actual Winter hits. Winter is great because [--] months in youre like that was neat but thats enough of that. And then Actual Winter hits"
X Link 2026-01-21T21:05Z [----] followers, [---] engagements

"@kejca The modern equivalent of this is FastGraphs imo"
X Link 2026-01-31T09:12Z [----] followers, [---] engagements

"I wonder if they use $EXPN.L 🤔 $NU +5% AH https://t.co/juNqCy16Wi $NU +5% AH https://t.co/juNqCy16Wi"
X Link 2023-02-14T22:16Z [----] followers, [---] engagements

"$ADYEY $ADYEN.AS Adyen is a rapidly growing dutch payment company. Given the past operating performance (bottom half of the image) do you think the forecast in the top half is achievable Management recently said they expect 25-30% net revenue growth in the medium term"
X Link 2023-02-19T16:24Z [----] followers, [---] engagements

"@ArneUlland @MoS_Investing I think the same. Id also include consumer credit agencies like $EXPN.L $TRU $EFX"
X Link 2023-02-19T16:31Z [----] followers, [---] engagements

"@long_equity Very interesting thanks for sharing I was actually thinking earlier if you had any thoughts about $DSY.PA"
X Link 2023-04-02T20:24Z [----] followers, [---] engagements

"For better or worse online gambling is growing massively. Especially US sports and live Poker. Flutter's $FLTR.L and Evolution's $EVO.ST revenue and earnings are benefitting"
X Link 2023-07-03T14:31Z [----] followers, [----] engagements

"I think the US gambling industry is going to be absolutely huge but my one concern is will the customers stay after the advertising spend and promos stop $FLTR.L have done a great job of this in the UK with Sky Bet lets see about FanDuel"
X Link 2023-07-12T20:17Z [----] followers, [---] engagements

"@sinstockpapi Ah dude I was buying stuff like crazy last October but I sold quite a bit of it earlier this year and bought $BATS.L and T bills amongst other things. Maybe I should have just held on time will tell I guess"
X Link 2023-10-02T21:09Z [----] followers, [---] engagements

"$OR.PA $MCO $MA $INVE.ST $BRK.B or something very similar. Visa West Pharma Otis Hermes S&P Global and Amazon could easily have been on there too If you were to quit the game and only invest in less than [--] stocks for your portfolio and never look back what would they be No ETFs or Index Mine: $AMZN $CSU.TO $RACE $SBUX $V If you were to quit the game and only invest in less than [--] stocks for your portfolio and never look back what would they be No ETFs or Index Mine: $AMZN $CSU.TO $RACE $SBUX $V"
X Link 2023-12-27T18:39Z [----] followers, [----] engagements

"@Quartr_App @ThierryBorgeat @Investeraren @jusifov @FreedomFinLB @BlueHarbinger @alvinfoo @carlquintanilla @ErnestWongBWM @NSuresh_ECW @TheStalwart The most important brand $ABF.L owns is Primark"
X Link 2024-03-11T13:18Z [----] followers, [---] engagements

"$BF.B [--] year low with ambitions to double operating income by the end of the decade through premiumisation (pricing)"
X Link 2024-04-13T13:49Z [----] followers, 21.7K engagements

"I dont pay much attention to Terry Smiths opinions but the fact that Fundsmith think $ULVR.L $UL new CEO is amongst the greats is very interesting"
X Link 2025-03-14T12:35Z [----] followers, [---] engagements

"Market may seem a little bonkers at the moment but theres opportunities around. $RELX $VRSK and $SPGI are catching my attention"
X Link 2025-10-27T22:51Z [----] followers, [----] engagements

"@Invesquotes @Sempiterno_Inv Obviously. Im saying ABB doesnt have the service business that ATCO has"
X Link 2025-11-22T12:33Z [----] followers, [---] engagements

"@Cadillac_F1 @SChecoPerez @ValtteriBottas Dont they owne the team"
X Link 2026-02-04T15:46Z [----] followers, [---] engagements

"Broncos +5.5 Rams +2.5"
X Link 2026-01-25T19:06Z [----] followers, [---] engagements

"Recent optimism for Sage $SGE.L seems fair as profit growth is expected to speed up now that the company has hit the inflection point in its cloud transition"
X Link 2023-04-01T11:22Z [----] followers, [---] engagements

"How would a portfolio do over [--] years with DRIP that's equal weighted in: $KO $NESN.SW $PEP $PG $ULVR.L $OR.PA $PM Outperform S&P Market Perform Underperform S&P Outperform S&P Market Perform Underperform S&P"
X Link 2023-06-09T22:37Z [----] followers, [---] engagements

"@marc_slans @JerryCap Dont forget $DIM.PA"
X Link 2023-08-17T11:05Z [----] followers, [---] engagements

"$BTI $PM $IMB.L https://news.sky.com/story/amp/sunak-proposes-raising-smoking-age-every-year-to-create-smoke-free-generation-12976625 https://news.sky.com/story/amp/sunak-proposes-raising-smoking-age-every-year-to-create-smoke-free-generation-12976625"
X Link 2023-10-04T17:25Z [----] followers, [----] engagements

"Warren Buffett's favourite example of a wonderful franchise is $HSY. He says if you walk into a store ask for a Hershey's Bar and the owner says "we don't have any but would you like this other one for 30c cheaper" you'd walk across the street to another store"
X Link 2023-10-17T21:39Z [----] followers, 25.3K engagements

"@Larryjamieson_ Just a quick search of this on X got me feeling good"
X Link 2025-10-11T13:50Z [----] followers, [---] engagements

"If you buy shares in a cheap company solely to sell it when the valuation goes up you arent an investor Whats an opinion about finance that will have you like this https://t.co/sAUW9KURwQ Whats an opinion about finance that will have you like this https://t.co/sAUW9KURwQ"
X Link 2025-10-27T18:30Z [----] followers, 42.8K engagements

"People buy and sell stocks way too frequently. Youre supposed to be an investor why are you selling something you bought [--] months ago"
X Link 2025-11-26T08:31Z [----] followers, 13.9K engagements

"$KNEBV.HE KONE is a family owned/ran capital light business that frequently produces over 30% return on capital. The company has suffered recently due to their China real estate exposure. Given at some point China starts building new buildings again I think Kone is good value"
X Link 2022-08-29T07:43Z [----] followers, [--] engagements

"$FAST and $GWW seem like great companies to research. Both in the trading and distribution industry. High return on capital employed low capital intensity consistent FCF growth and a reasonable FCF yield. Fastenal's management in particular seems very high quality"
X Link 2023-01-14T23:27Z [----] followers, [----] engagements

"$UMG.AS is one of my favourite companies. I was adding all the way down to [--] last year. Which was hard at the time but I feel really good about holding for the long term now. Ive been drafting a thread about the company for a while so here goes:"
X Link 2023-03-22T22:28Z [----] followers, [---] engagements

"After a brief conversation with @viggy_krishnan I share my very initial overview of $DIM.PA https://compoundingchronicles.substack.com/p/sartorius-stedim-initial-researchsd=pf https://compoundingchronicles.substack.com/p/sartorius-stedim-initial-researchsd=pf"
X Link 2023-04-30T22:01Z [----] followers, [---] engagements

"@Inves2grow @willis_cap Im in on $DIM.PA which I think is fairly reasonably priced but it all depends if it can maintain its ROC and growth rates long term"
X Link 2023-06-28T09:30Z [----] followers, [---] engagements

"Inspired by @Larryjamieson_s latest article I took a look into Rightmove. $RMV.L allows real estate agents to pay to list properties on their platform. They have a 86% market share and are the 12th most visited website in the UK. They have 70%+ operating margins and huge ROIC"
X Link 2023-08-17T19:38Z [----] followers, [----] engagements

"$CSGP acquiring OnTheMarket is a significant development for Rightmove $RMV.L - CoStar will likely use its resources to try and make OnTheMarket a formidable competitor. Rightmove is very well entrenched though. Competition heating up in the UK https://www.businesswire.com/news/home/20231018026565/en/CoStar-Group-Offers-to-Acquire-Leading-UK-Residential-Property-Portal-OnTheMarket https://www.businesswire.com/news/home/20231018026565/en/CoStar-Group-Offers-to-Acquire-Leading-UK-Residential-Property-Portal-OnTheMarket"
X Link 2023-10-19T12:05Z [----] followers, [----] engagements

"I dont think $CSGP comprehends how deeply ingrained $RMV.L is in the UK mindset. When people see a For Sale sign or like an area they immediately pull up Rightmove on their phone. Thats not something thats easy to advertise your way into"
X Link 2023-11-10T00:10Z [----] followers, [----] engagements

"$EXO.AS buying a big stake in $PHG is interesting. They seem to be suggesting with this slide that the company has finished its decade of divesting all segments other than healthcare. Earnings and cash flows have been inconsistent. They seem confident Philips can get focussed"
X Link 2023-12-28T12:32Z [----] followers, [----] engagements

"Remember when those creators left YouTube because a competitor paid them more or gave them better economics and then they came running back after their deal ran out because ultimately thats where the viewers are. Well $RMV.L is YouTube and $CSGP is Facebook Watch Rightmove $RMV closed down 4.6% today Now down 9% from recent peak on 12-Dec No news today except a JPMorgan downgrade: "Requirements for permanent best-in-class tech and consumer experience are rising prompting higher R&D and opex spend"; "downside risk to profitability" https://t.co/WdLAZu39ov Rightmove $RMV closed down 4.6% today"
X Link 2024-01-16T19:21Z [----] followers, [----] engagements

"Anyone have any particularly interesting Vertical Market Software companies that I can add to my research/watch list: Cerillion Equasens Technology One Tyler Technology CoStar Jack Henry Verisk Analytics Blackbaud Trimble"
X Link 2024-01-31T22:51Z [----] followers, 32.5K engagements

"I think Id become interested in properly researching $BF.B around $40-$42"
X Link 2024-05-06T22:54Z [----] followers, [----] engagements

"Which publicly listed companies own large amounts of land and/or property in major cities I'm thinking like AvalonBay and Boston Properties"
X Link 2024-05-25T22:17Z [----] followers, [----] engagements

"For those that are allowed to buy it $OTCM is worth a hard look at these prices"
X Link 2024-08-12T18:11Z [----] followers, 27.7K engagements

"Anecdotally I know quite a few people under [--] in the UK and Europe using $WISE.L to get access to US money market funds for better interest rates"
X Link 2025-05-20T10:37Z [----] followers, [----] engagements

"Investors do not buy Atlas Copco because it makes machines. We buy it because it has hacked the code of industrial capitalism to generate royalty like returns on capital @returnoncap Nice to see someone mention $ATCO I have increased my position recently. Also like the spin out Epiroc $EPI @returnoncap Nice to see someone mention $ATCO I have increased my position recently. Also like the spin out Epiroc $EPI"
X Link 2025-11-22T11:34Z [----] followers, 11K engagements

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