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@gnufs "I'm working on a piece on $OTIS but couldn't wait to share this The real engine behind the company's elevating profits"
X Link @gnufs 2025-08-13T10:26Z 5324 followers, 4314 engagements

"My top X convictions (on a decade+ horizon) make up almost 2/3rd of my active portfolio: - $EVO - $PM - $OTIS - $DPZ - $V $MA"
X Link @gnufs 2025-08-26T17:06Z 5324 followers, 10.6K engagements

"$WU review: Western Union is hanging on to its international money transfer business by discounting its notoriously high (read: profitable) take rate"
X Link @gnufs 2025-07-30T08:07Z 5325 followers, 3392 engagements

"$DPZ is launching its first brand refresh in XX years"
X Link @gnufs 2025-10-08T11:49Z 5324 followers, 2756 engagements

"@TheREALMADriD94 I agree that this should have been $EVO's move back in 2020-2021 However we now know the results of the experiment: of both acquiring and managing slot studios for years in the middle of a (global + US) slots boom I just don't understand the stubbornness"
X Link @gnufs 2025-10-07T14:12Z 5325 followers, 15.8K engagements

"$MCD compounded its dividend by XXXX% over XX years That's over 200x of its 1983 dividend. 🤯"
X Link @gnufs 2025-10-12T16:37Z 5325 followers, 4537 engagements

"presented the long-term case for $MCD"
X Link @gnufs 2025-10-14T13:42Z 5325 followers, 3172 engagements

"Long a thoughtful $EVO shareholder @SvnCapital explains why he decided to divest from the company: slow regulated market openings labor disputes opaque disclosure policy on Asia"
X Link @gnufs 2025-10-07T12:45Z 5326 followers, 9597 engagements

"$BF earnings are kept stable thanks to downsized operations Fewer brands Exited barrel production Organizational downsizing in the (recently further in-sourced) international distribution"
X Link @gnufs 2025-08-28T12:57Z 5325 followers, 1382 engagements

"$DPZ is executing like a champ for the weakened consumer"
X Link @gnufs 2025-10-14T11:54Z 5325 followers, 1901 engagements

"Over the last X years $BF's inventories have stayed stuck at their elevated level despite the sales decline The average barrel now spends X months longer in storage"
X Link @gnufs 2025-08-28T12:57Z 5325 followers, 1260 engagements

"$BF is continuing its single-digit-% decline from its post-COVID boom 📉 Whiskey volume -X% Tequila -X% US & Developed market sales -X% 📈 Tequila RTD volume +28% Gin Mare +41% Emerging market sales +20%"
X Link @gnufs 2025-08-28T12:57Z 5325 followers, 2003 engagements

"Hypothesis: Otis is superior to Schindler and KONE both as a business and as an allocator $otis $schn $knebv"
X Link @gnufs 2025-08-04T15:33Z 5325 followers, 4604 engagements

"34 years of $OTIS"
X Link @gnufs 2025-08-17T14:00Z 5326 followers, 3012 engagements

"Approval on $EVO's Galaxy Gaming $GLXZ acquisition is again not included in the Nevada regulator's agenda for the month This leaves just X meetings (November & December) before the deal termination deadline 😨"
X Link @gnufs 2025-10-07T17:34Z 5325 followers, 7253 engagements

"Nobody gets fired for buying brand-name elevator maintenance. $OTIS"
X Link @gnufs 2025-07-23T10:45Z 5325 followers, 5319 engagements

"@thewritser I am no expert but GCB (board) seems to first approve mergers and then NGC (commission)"
X Link @gnufs 2025-10-15T15:07Z 5325 followers, XXX engagements