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@TopCornerInvest "Portfolio as of early July Two buys this past quarter: $ORLY & $EVO.ST"
X Link @TopCornerInvest 2024-07-03T13:27Z 1842 followers, 4200 engagements

"$ATD.TO Couche-Tard at 52-week lows XX% drawdown"
X Link @TopCornerInvest 2024-10-14T17:00Z 1843 followers, 7343 engagements

"$MUSA // Murphy USA Decent starting point for further research Spent XX% of CFO past X years on buybacks added $283m of incremental CFO on capex + QuickChex acq. + WC improvements (= XXXX% returns on investments) C-stores are interesting + stock trades at 15.5x NTM earnings"
X Link @TopCornerInvest 2025-08-17T11:23Z 1842 followers, 1078 engagements

"Amphenol: XX% sales growth XX% growth in IT datacom segment raised outlook Also no AI hype (not even mentioned in earnings release) instead: "This expanded technology position coupled with our unique entrepreneurial culture has strengthened our competitive advantage" $APH"
X Link @TopCornerInvest 2025-10-22T15:25Z 1842 followers, XXX engagements

"Casey's General Store: "Same-store gallons sold were up XXX% with a fuel margin of $XXXX per gallon. According to OPIS fuel gallons sold data the Mid-Continent region saw an approximate X% decline this quarter suggesting we continue to grow market share." $CASY"
X Link @TopCornerInvest 2025-09-11T17:55Z 1843 followers, XXX engagements

"The average analyst estimate for Amphenol FY25 EPS was $XXXX before earnings Company guidance came in at $3.26-$3.28 in full-year EPS (70% YoY growth) $APH stock trades at 38x earnings"
X Link @TopCornerInvest 2025-10-22T17:45Z 1843 followers, XXX engagements