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@stonkmetal Heavy Moat InvestmentsHeavy Moat Investments posts on X about $edenpa, $four, $csl, $clbt the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXXX% technology brands XXXX% countries XXXX% currencies XXXX% nhl XXXX%
Social topic influence $edenpa #8, $four #34, $csl #2, $clbt #2, strong 7.14%, number of 3.57%, $txn 3.57%, $nssc 3.57%, $csu 3.57%, $rbt XXXX%
Top accounts mentioned or mentioned by @joinyellowbrick @renesellmann @quartr_app @invest091 @coalemusguy @fundasyinvestor @olensrud @rnationaloff @jerrycap @pythiar @chriszch @arkalos77 @brookgatecap @nstepmum @senators @seedogcap @unborninvestor @sempiternoinv @mrneutralman @investingbygenz
Top assets mentioned 4 (FOUR) Carlisle Companies, Inc. (CSL) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Texas Instruments (TXN) RIBBIT (RBT) Eden (EDEN) MercadoLibre Inc (MELI) Danaher Corporation (DHR) Amazon.com, Inc. (AMZN) Nu Holdings Ltd. (NU) NuCypher (NU) Atkore Inc. (ATKR) United Rentals, Inc. (URI)
Top posts by engagements in the last XX hours
"Big portfolio changes Aggressively trimmed low conviction or low IRR Positions to bring down number of positions. New: Planisware Sales: $TXN $NSSC Lifco Arcure Pluxee Nemetschek Trim: $CSU more details on the blog"
X Link 2025-08-01T13:17Z 24.3K followers, 9872 engagements
"Portfolio update (details on my blog) Sold: Robertet $RBT Carlisle $CSL Frosta AG Eckert & Ziegler Bought: Shift4 Payments $FOUR Trimmed: ASML $ASML Adyen $ADYEY Added: Cellebrite $CLBT Edenred $EDEN Mercado Libre $MELI Constellation Software $CSU.TO"
X Link 2025-10-01T12:31Z 24.3K followers, 8405 engagements
"My largest position Edenred $EDEN.PA hosted a successful Capital Market Day yesterday. While shares were down X% my conviction never was higher"
X Link 2025-11-05T08:47Z 24.3K followers, 5262 engagements
"Great for $EDEN.PA Edenred"
X Link 2025-11-07T11:49Z 24.3K followers, 4537 engagements
"Portfolio update Sold Amazon $AMZN Trimmed Lifco $LIFCO Bought Nu Holdings $NU Added to EVS Broadcast $EVS Carlisle $CSL Danaher $DHR Robertet More details on the stack"
X Link 2025-03-01T13:13Z 24.3K followers, 14.6K engagements
"I learned a lot with $ATKR. Fortunately losses were limited"
X Link 2025-08-24T06:38Z 24.3K followers, 4987 engagements
"I got an exciting post scheduled for next week. Some great gems in this industry. What exchange is your favorite"
X Link 2025-10-09T08:48Z 24.3K followers, 2259 engagements
"Next week will be very interesting for my portfolio: Tuesday - Edenred Planisware Danaher Earnings (3 of my top positions) Friday - Lifco and ServiceWare earnings (both on my watchlist) Looking forward to see how my thesis develop"
X Link 2025-10-19T18:10Z 24.3K followers, 2902 engagements
"Ashtead $AHT.L and $URI have been absolute beasts over the last decade. Is the future looking as rosy however Check out my new Ashtead analysis with a X days free trial on my blog"
X Link 2024-08-14T14:54Z 24.3K followers, 3186 engagements
"My article on Brazilian PAT regulations and impact on Edenred $EDEN.PA (some Pluxee $PLX.PA comments too) is now live. I'm disappointed on how poor communication has been here"
X Link 2025-11-12T12:53Z 24.3K followers, 5314 engagements
"Cellebrite $CLBT is up XX% today on the back of good earnings. ARR grew XX% margins are expanding and NRR of XXX% is solid. Cellebrite is a top X position for me with over XX% weight and a strong conviction. I wouldve weighed it even higher if there werent other opportunities at high IRRs around too"
X Link 2025-11-13T16:20Z 24.3K followers, 6008 engagements
"I am very bullish $FOUR but let's be real: Organic growth is tied to M&A. Without the M&A cross sell funnel they won't hit these organic growth rates. What's the steady state organic growth in the absence of M&A for a few years"
X Link 2025-12-02T22:01Z 24.3K followers, 5484 engagements
"@brookgatecap @ReneSellmann @NStepmum Allegros network is a cluster of many unrelated providers without efficiency. It will shift some volume from InPost to Allegro but that's it. InPost has superior customer experience and a large loyal customer base"
X Link 2025-12-08T06:17Z 24.3K followers, XXX engagements
"Ashtead Technology serves a niche clientele in offshore energy while Ashtead Group caters to a diverse spectrum of construction firms. What does this mean for their growth potential and risk profiles Discover the nuances in my latest analysis"
X Link 2025-10-06T15:03Z 24.3K followers, 2221 engagements
"Holding Edenred $EDEN.PA.the same as usual. I am actually very disappointed about communication here. Will post a short update on the blog later today"
X Link 2025-11-12T08:32Z 24.3K followers, 7810 engagements
"International expansion at $FOUR hit a milestone. Prove of concept for Canadian stadiums. More to come if this goes well hopefully"
X Link 2025-11-19T14:02Z 24.3K followers, 5200 engagements
"@see_dog_cap @olensrud @unborn_investor @Sempiterno_Inv @Mr_Neutral_Man That's very consistent indeed. The comparable would be Salesforce founder but he sold shares daily for years instead 😂"
X Link 2025-12-11T06:47Z 24.3K followers, XX engagements