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@TimelessCpnd "🚨 $ATCO ramping up on M&A size: 📦 Last X dealsKyungwon (40 M) & ABC (84 M)are sizeable. 💥 ABC is the largest acquisition since National Pump (Jun 2023 XXX M). 🔧 In Compressor Technique its the largest reported Atlas copco deal since Leybold (Sep 2016)"
@TimelessCpnd on X 2025-06-29 20:41:54 UTC XXX followers, XXX engagements

"$Otis - worried about the XX% drop in new equipment orders in China 📊Dont be not if you understand what really matters in the elevator industry. A Q2 deep dive on Otis vs. $KNYJF (Kone) vs. $SHLAF (Schindler) and why Otis still stands tall: 🧵"
@TimelessCpnd on X 2025-07-27 18:12:06 UTC XXX followers, XXX engagements

"Very tough start to earnings season for my portfolio 😓📉 $ASML $MSCI $EFX $OTIS All down X% or more. Still high conviction in all X ✅ Added: ➕ X shares of $MSCI ➕ X of $EFX ➕ X of $ASML"
@TimelessCpnd on X 2025-07-23 12:33:33 UTC XXX followers, XXX engagements

"Atlas Copco $ATCO 13th acquisition of 2025: AIR MAC's - compressed air business selling and servicing of compressors and blowers🏭 In total: 13completed (or to be closed) acquisitions in 2025 for Atlas Copco"
@TimelessCpnd on X 2025-06-29 20:24:40 UTC XXX followers, XXX engagements

"Atlas Copco $ATCO 14th acquisition of 2025: ABC Compressors - a Spanish compressor manufacturer🏭 In total: 14completed (or to be closed) acquisitions in 2025 for Atlas Copco"
@TimelessCpnd on X 2025-06-29 20:26:09 UTC XXX followers, XXX engagements

"@SJ_McGibbon @Stock_Opine And I understood from management that we have not reached the bottom in China for new equipment. So that would still weight on sales next quarters. To be seen to what extent this would offset progress in other regions. $OTIS"
@TimelessCpnd on X 2025-07-27 09:45:34 UTC XXX followers, XX engagements

"@DvdndDiplomats Distribution sector has some very nice names in the US. Another one is $FERG"
@TimelessCpnd on X 2025-07-27 04:08:45 UTC XXX followers, XX engagements

"1/ Robertet ( $RBT a French global leader in natural raw materials for fragrances & flavors) reported a +7.7% increase in H1 2025 revenue hitting XXXXX million 💰 That's +7.1% at constant scope and an impressive +9.2% organic growth at constant exchange rates 🚀"
@TimelessCpnd on X 2025-07-27 10:59:11 UTC XXX followers, XXX engagements

"@NickeNumbers The aggregate business performance especially margin improvement thanks to that Bullskin Stone & Lime acquisition is impressive 😍🙏"
@TimelessCpnd on X 2025-07-29 14:30:27 UTC XXX followers, X engagements

"Atlas Copco $ATCO 15th acquisition of 2025: Kyungwon - a Korea manufacturer of oil-injected and oil-free screw air compressors as well as oil-free scroll air compressors 👨🏭 In total: 15completed (or to be closed) acquisitions in 2025 for Atlas Copco"
@TimelessCpnd on X 2025-06-29 20:28:42 UTC XXX followers, XXX engagements

"Eagle materials $EXP acquisition of Bullskin $152.5M delivered essentially most of Eagles Q1 aggregates growth: XXX% volume increase XX% price/ton rise. Full review of the results 👇👇💥 $MLM $VMC $CX"
@TimelessCpnd on X 2025-07-29 14:46:26 UTC XXX followers, XXX engagements

"@Value_wizard @invest091 Crazy high quality. Own both $msci and $atco - was eying $Alfa"
@TimelessCpnd on X 2025-07-25 12:51:47 UTC XXX followers, XX engagements

"⚠ I fail to understand how you can reach such a conclusion especially with respect to Schindler vs Otis if you have properly compared Q2 results of the X main elevator players $otis $KNEBV $SCHP 🙄 My full review of the Q2 results on link below 👇"
@TimelessCpnd on X 2025-07-28 08:49:37 UTC XXX followers, XXX engagements

"🚚The combination of $CTAS (Cintas) & $UNIF (UniFirst) creates a powerhouse with unmatched scale leaving competitors like Alsco & $VSTS Vestis far behind 🏢📍. My calcultions below 👇👇"
@TimelessCpnd on X 2025-01-07 21:33:21 UTC XXX followers, 2062 engagements

"🚨 Atlas Copco $ATCO : Strong insider confidence from management & main shareholder 🔷Investor AB $INVE the main shareholder acquired a total of XXX million B shares between July XX and XX for XXXXX million SEK. 🤝 CEO also bought 15000 B shares on July XX for X million SEK"
@TimelessCpnd on X 2025-07-27 12:48:08 UTC XXX followers, XXX engagements

"Atlas Copco $ATCO 12th acquisition of 2025: Itsab AB - a Swedish compressor and power equipment distributor🏭 In total: XX completed (or to be closed) acquisitions in 2025 for Atlas Copco"
@TimelessCpnd on X 2025-06-29 20:21:40 UTC XXX followers, XXX engagements