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@TLM_Capital
"A thread explaining my portfolio 👇🏽 $CSU $TPL $RMS $RACE $NVR $MKL $KNSL $DNP $DNP.WA $HEI $HEI.A $KKR $INTU $APO $PLUS $ENX $FICO $STRL $ODFL $BRK.A $BRK.B Tencent $CPRT $ADDT $INDT $LAGR $SGN $ABS $PNP $PNP.TO $NORBT"
@TLM_Capital on X 2025-06-26 10:45:36 UTC XXX followers, 1392 engagements
"Thanks a lot Noted. If any other company comes to mind feel free to share. Always looking to add more to the quality watchlist. Lets keep building a strong community of long-term compounder-minded investors here on Twitter. $FFH.TO is a solid one" @TLM_Capital on X 2025-06-28 21:56:32 UTC XXX followers, XXX engagements
"📚 LIBRARY UPDATE As you know Im uploading One Pages of the worlds best compounders in the link shared in the second tweet of this thread Until now ✔ Constellation Software $CSU $CSU.TO ✔ Texas Pacific Land $TPL Just added ➕ Lagercrantz $LAGR ➕ Dino Polska $DNP $DNP.WA" @TLM_Capital on X 2025-07-03 14:08:36 UTC XXX followers, XXX engagements
"Check out the list and the profile in general. The work being done is incredible. A huge source of both inspiration and above all information. The fact that it includes companies like $SGN $SGN.WA and $NORBT says a lot about how deep the research really goes 👇🏽" @TLM_Capital on X 2025-07-09 14:11:41 UTC XXX followers, XXX engagements
"🧵 Heres my long-term investment portfolio: $CSU $TPL $RMS $RACE $NVR $MKL $KNSL $DNP $DNP.WA $HEI $HEI.A $KKR $INTU $APO $PLUS $ENX $FICO $STRL $ODFL $BRK.A $BRK.B Tencent $CPRT $ADDT $INDT $LAGR $SGN $ABS $PNP $PNP.TO $NORBT Details below 👇" @TLM_Capital on X 2025-06-26 10:39:42 UTC XXX followers, 1539 engagements
"🔎 What kind of businesses Vertical software ( $CSU $ADDT $INDT) Infrastructure & logistics ( $STRL $ODFL $TPL) Global luxury ( $RMS $RACE) Private equity / capital allocators ( $KKR $APO $MKL) Scalable tech with network effects ( $INTU $FICO Tencent)" @TLM_Capital on X 2025-06-26 10:39:44 UTC XXX followers, XXX engagements
"Yes. Waste Connections $WCN $WCN.TO is in my investment universe and I recommend holding any company on that list if your plan is to invest for the long term" @TLM_Capital on X 2025-07-04 15:03:26 UTC XXX followers, XXX engagements
"We tend to overcomplicate investing. Learning from Greenblatt you realize that equally diversifying across XX good businesses is a solid approach. A strong 2025 portfolio could look like: $SDI $6028 $DNP $ODFL $TIH $MFT $INDT $6532 $INTU $GTT $AOF $CHD $NEM $ABS $RMS" @TLM_Capital on X 2025-06-27 06:27:42 UTC XXX followers, XXX engagements
"Ill tell you the same as everyone else: stop focusing on ratios and start analyzing companies business models and management teams. I wouldnt care if I bought something at PE XXX XXX or 1000. $CSU $CSU.TO is already at PE XXX yet P/FCF is XX. Those ratios mean nothing" @TLM_Capital on X 2025-07-06 02:08:03 UTC XXX followers, XXX engagements
"I dont think buying Pinetree $PNP $PNP.TO at these prices is a bad idea Everyone says it trades at too big a premium over NAV. But what really stands out here is the management. Doesnt it sound like Berkshire $BRK.B and Warren Buffett Now take a look at the PB ratio of both" @TLM_Capital on X 2025-07-04 15:00:05 UTC XXX followers, XXX engagements
"Berkshire $BRK.B trades at a P/FCF of XXXXX and Constellation $CSU $CSU.TO at XX. Valuation ratios are meaningless. And yet over the next X years both will outperform the S&P500. I cant tell you what happens in a year thats not my game" @TLM_Capital on X 2025-07-10 16:01:30 UTC XXX followers, XXX engagements
"Look at margins ROIC and key metrics. Not saying $SAIA is a bad stock (I just wouldn't own it) but I prefer the best in the industry: $ODFL. Its rivals spend heavily to gain share but $ODFL wins every time thanks to unbeatable capital allocation" @TLM_Capital on X 2025-07-10 14:40:54 UTC XXX followers, XXX engagements
"I also hold niche under-the-radar plays: 🎯 $DNP $SGN $ABS $PNP $NORBT They dominate small verticals too trivial for copycats which gives them pricing power and durability" @TLM_Capital on X 2025-06-26 10:39:45 UTC XXX followers, XXX engagements