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@AKWilk Avatar @AKWilk Adam Wilk

Adam Wilk posts on X about $wm, $rsg, $wcn, $bldr the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks XXXXX% finance XXXXX% countries XXXX% currencies XXXX%

Social topic influence $wm 5.51%, $rsg 5.51%, $wcn 5.51%, $bldr #6, compound #608, $13b #39, $vmc 3.94%, $mlm 3.94%, $ma #194, $crh XXXX%

Top accounts mentioned or mentioned by @microcapclub @kairospraxis @newcomerinvest @mrneutralman @bonhoefferkds @andrewrangeley @capitaloptimism @kingdomcapadv @joinyellowbrick @friedoystercult @austinpowerscap @gauravphoenix @lonewolftwit58 @tickerplus @mr_neutral_man @no_cap_cap @exp_philosopher @cjgustafson222 @autumncapital @slothcap

Top assets mentioned Waste Management, Inc. (WM) Republic Services, Inc. (RSG) Waste Connections, Inc. (WCN) Builders FirstSource, Inc. (BLDR) Vulcan Materials Company (VMC) Martin Marietta Materials, Inc. (MLM) Mastercard, Inc. (MA) CRH Public Limited Company (CRH) Jack Henry & Associates, Inc. (JKHY) Tyler Technologies, Inc. (TYL) Acuren Corporation (TIC) Alpha Metallurgical Resources, Inc. (AMR) Comfort Systems USA, Inc. (FIX)

Top Social Posts #

Top posts by engagements in the last XX hours

"New category of investment: control compounder. Largely family / insider owned. Give up some liquidity premium for steady eddie growth and profits. Any good examples"
X Link @AKWilk 2025-05-31T13:35Z 13.3K followers, 25.9K engagements

"$V and $MA dont issue cards or lend money. Theyre network businesses: Process transactions Connect banks merchants and consumers Take a small fee on every swipe/tap/transfer In other words they are the 'plumbing' of global payments"
X Link @AKWilk 2025-10-10T15:40Z 13.3K followers, XXX engagements

"#CompounderFriday: Waste Edition Today were looking at the kings of trash: $WM (Waste Management) $RSG (Republic Services) $WCN (Waste Connections) Three boring businesses that have quietly compounded at 1220%+ annually for decades"
X Link @AKWilk 2025-09-12T17:48Z 13.3K followers, 5364 engagements

"Builders FirstSource is the largest supplier of building materials to homebuilders and contractors in the U.S. XXX locations operations in XX states 500K customers. They sell lumber windows trusses doors roofing siding and everything needed to build a home"
X Link @AKWilk 2025-09-26T17:23Z 13.3K followers, XXX engagements

"M&A is the flywheel. $WM $WCN $RSG have done hundreds of tuck-ins over the last XX years: Hauling routes Transfer stations Recycling centers Local franchises Its a never-ending roll-up of mom-and-pop operators into the network"
X Link @AKWilk 2025-09-12T17:55Z 13.3K followers, XXX engagements

"#CompounderFriday Highlighting another company with rare traits that has allowed it to compound value over long periods. This week one of my favorite companies: Tyler Technologies $TYL"
X Link @AKWilk 2025-08-08T15:35Z 13.3K followers, 10.1K engagements

"Free cash flow is massive and growing: FCF conversion averages 6070% of EBITDA Capex is mostly for fleet maintenance not growth Returns on incremental capital often XX% These businesses print money with minimal reinvestment needs"
X Link @AKWilk 2025-09-12T17:54Z 13.3K followers, XXX engagements

"That last point is the key: Aggregates are heavy and expensive to transport which means these businesses are local monopolies. If you own the closest quarry you win because no one is trucking rock 50+ miles at scale"
X Link @AKWilk 2025-09-19T18:45Z 13.3K followers, XXX engagements

"What drives growth Housing starts (1.5M annual demand in U.S.) Repair/remodel tailwinds Share gains from independents Value-added mix shift (trusses millwork) Vertical integration Even in soft housing cycles $BLDR expands share"
X Link @AKWilk 2025-09-26T17:28Z 13.3K followers, XXX engagements

"Capital allocation: $BLDR is a buyback machine: Repurchased XX% of shares since 2021 $3B+ in buybacks over last X years Opportunistic especially during housing downturns Since 2015: Revenue up 3.5x EBITDA up 7x EPS up 15x Share count decreased 40%+ Stock price up 20x"
X Link @AKWilk 2025-09-26T17:28Z 13.3K followers, XXX engagements

"$VMC $MLM and $CRH. Local monopolies. Physical moats. Unsexy dominance. Compounders hiding in plain sight"
X Link @AKWilk 2025-09-19T18:52Z 13.3K followers, 1458 engagements

"Waste is mission-critical + non-discretionary. Everyone generates it and it has to go somewhere. That creates: Recurring demand Inelastic pricing Long-term contracts Huge barriers to entry When you own the landfill like these companies do you own the customer"
X Link @AKWilk 2025-09-12T17:49Z 13.3K followers, XXX engagements

"Returns to shareholders: Since 2008 IPO $V / 2006 IPO $MA: Visa: 20x Mastercard: 30x Both crushed the S&P XXX EPS growth: XX% CAGR FCF/share growth: XX% CAGR"
X Link @AKWilk 2025-10-10T15:44Z 13.3K followers, XXX engagements

"This is a great sector for long-term investors who want: Physical moats Hard assets Inelastic demand Reinvestment opportunity Management teams that compound cash at scale $MLM and $VMC have outperformed the S&P XXX over the past XX XX and XX years with lower volatility. All while selling dirt"
X Link @AKWilk 2025-09-19T18:51Z 13.3K followers, 1575 engagements

"$VMC Sunbelt exposure + asphalt/concrete integration $MLM Blue-chip operator great margin discipline $CRH Global scale owns Oldcastle more exposure to Europe + manufacturing + distribution All benefit from consolidation. The long game is local market dominance and once each enters a region they: Buy up smaller players Secure haul routes Lock in contractors + municipalities Build a moat out of geography + regulation"
X Link @AKWilk 2025-09-19T18:50Z 13.3K followers, XXX engagements

"The model is incredibly capital-light. No credit risk 80%+ gross margins 65%+ EBITDA margins 4050% FCF margins Each new dollar of volume has almost no incremental cost. An investor's dream"
X Link @AKWilk 2025-10-10T15:40Z 13.3K followers, XXX engagements

"Excellent episode. Boring is beautiful"
X Link @AKWilk 2025-09-17T02:38Z 13.3K followers, 1870 engagements

"I missed this thread last week so let's catch up with two solid compounders. #CompounderFriday: Visa $V & Mastercard $MA Two tollbooths on the global economy. Together they process $18T in annual payment volume earn 60%+ margins and have compounded shareholder wealth at 20%+ CAGR for 15+ years"
X Link @AKWilk 2025-10-10T15:39Z 13.3K followers, 2983 engagements

"$AT.L is interesting. Since 2017 the company has compounded revenues at XX% and EBITDA at XX% fueled by a disciplined M&A roll-up of the fragmented subsea rental market. Despite stellar fundamentals and a 40-year operating history shares have declined -XX% in the past few days and down -XX% YTD now trading at under 5x EBITDA. Ashtead is a fast-growing subsea equipment rental business operating in the offshore oil & gas and renewables markets. Often mistaken for a commoditized cyclical services firm Ashtead is in fact a capital-efficient high-ROIC rental platform with embedded structural"
X Link @AKWilk 2025-07-23T12:54Z 13.3K followers, 1601 engagements

"I took a hard look at $TIC awhile back and ultimately passed. I wrote about it below. I think its a good business and I really like management. I just couldnt get there on margin upside and IRR. I did think it was worth more than $11/share. But for some publication to start touting 2-3x returns in XX months w/ increased datacenter / AI spend is incredibly disingenuous. This environment is a joke"
X Link @AKWilk 2025-09-19T13:43Z 13.3K followers, 8543 engagements

"Market structure: $WM + $RSG = XX% of U.S. waste $WCN = #3 in North America Top X firms = XX% of industry revenue Despite their size each still has massive room to roll up smaller haulers especially in secondary markets"
X Link @AKWilk 2025-09-12T17:50Z 13.3K followers, 1201 engagements

"#CompounderFriday: Aggregates Edition $VMC Vulcan Materials $MLM Martin Marietta $CRH CRH PLC Three heavyweights that sell sand gravel cement and crushed stone"
X Link @AKWilk 2025-09-19T18:44Z 13.3K followers, 3421 engagements

"Key growth drivers going forward: Urban density = pricing leverage ESG & sustainability: RNG recycling electrification Outsourcing by municipalities Vertical integration (owning collection + disposal) Inflation pass-through in contracts There is a long runway"
X Link @AKWilk 2025-09-12T17:56Z 13.3K followers, XXX engagements

"Financial profile (TTM): $16B revenue $2.2B EBITDA XX% EBITDA margin $1.2B+ FCF Healthy balance sheet self-funding cash-generating"
X Link @AKWilk 2025-09-26T17:27Z 13.3K followers, XXX engagements

"What makes $MLM $VMC $CRH and aggregates incredible Natural monopoly from location Permitting + zoning barriers Demand tied to infrastructure & urbanization Low variable costs Operating leverage as volumes rise Pricing power"
X Link @AKWilk 2025-09-19T18:47Z 13.3K followers, XXX engagements

"Thats $BLDR. From local supplier to national category leader. From cyclical distributor to capital return engine. From $1B to $13B market cap in a decade. Quietly one of the strongest compounders in the market"
X Link @AKWilk 2025-09-26T17:31Z 13.3K followers, 1331 engagements

"@kingdomcapadv My old lunch spot when I worked for the Rockets - great food court"
X Link @AKWilk 2025-10-15T01:39Z 13.3K followers, XXX engagements

"$AMR Director Kenneth Courtis with a monster insider purchase this month"
X Link @AKWilk 2025-09-18T15:03Z 13.3K followers, 11.9K engagements

"Valuation today: $13B market cap 18x earnings - 12x EBITDA 15x FCF For a market leader with durable share gains this is not expensive"
X Link @AKWilk 2025-09-26T17:30Z 13.3K followers, XXX engagements

"Ashteads unit economics are compelling: equipment pays back in just XX years on average and lasts more than a decade. Acquiring businesses for 5-7x EBITDA on top of organic growth has allowed Ashtead to earn XX% pre-tax ROIC and XX% ROE. If earnings continue to grow at XX% annually the stock could compound in the 30-40% range during the next five years. If they can keep reinvesting at XX% ROEs while leverage comes down and they do some M&A the mispricing wont last forever"
X Link @AKWilk 2025-07-23T12:55Z 13.3K followers, 1178 engagements

"These companies arent cyclical in the traditional sense. While private construction ebbs and flows infrastructure highway and utility demand are stable and right now booming. There is a 5-10 year demand tailwind. Capital intensity is high but capex is essential: Acquisitions of quarries and cement assets Rail network expansion Truck and loader upgrades Permitting new sites in growing regions Returns on capital tend to improve with scale"
X Link @AKWilk 2025-09-19T18:49Z 13.3K followers, XXX engagements

"Lets look at the financial machines: $WM $23B revenue XX% EBITDA margin $2.2B FCF XX% ROIC Dividend yield: XXX% $2.8B buybacks in 2024 $RSG $16.3B revenue XX% EBITDA margin $2.5B FCF XX% 10yr EPS CAGR Growing dividend + buybacks $WCN $9B revenue XX% EBITDA margin XX% FCF margin XX% 10yr EPS CAGR Best margins in the industry"
X Link @AKWilk 2025-09-12T17:52Z 13.3K followers, XXX engagements

"The BMC merger in 2021 was a huge catalyst. The $2.5B deal created the #1 national distributor with $20B+ combined revenue. Synergies exceeded expectations in terms of cost savings network density and pricing leverage. $BLDR emerged as a category killer"
X Link @AKWilk 2025-09-26T17:25Z 13.3K followers, XXX engagements

"15-year returns: $WM: XX% CAGR $RSG: XX% CAGR $WCN: XX% CAGR This beats most tech stocks without venture risk dilution or hype cycles"
X Link @AKWilk 2025-09-12T17:55Z 13.3K followers, XXX engagements

"Thats $V and $MA Two of the greatest compounders in history. If the world keeps spending they keep compounding"
X Link @AKWilk 2025-10-10T15:49Z 13.3K followers, 1116 engagements

"Waste is a perfect example of where to look for compounders: Recurring need Physical + regulatory moats Fragmented competition Culture of capital discipline Long runway for consolidation Thats $WM $RSG and $WCN. Three of the best compounders in the market. For long-term wealth dont ignore boring"
X Link @AKWilk 2025-09-12T17:59Z 13.3K followers, 1909 engagements

"This is a fragmented $100B+ industry where most competitors are local distributors or small independents. $BLDR has scale advantages: National purchasing power Superior logistics Cross-selling bundled products Stronger balance sheet"
X Link @AKWilk 2025-09-26T17:24Z 13.3K followers, XXX engagements

"Why do they compound so well ✅ Global duopoly ✅ Brand trust ✅ Enormous network effects ✅ Mission-critical infrastructure ✅ Zero credit risk ✅ Capital-light scalable model Talk about limited disruption risk"
X Link @AKWilk 2025-10-10T15:45Z 13.3K followers, XXX engagements

"Over time: Revenue growing 57%/yr EBITDA growing XXX% FCF growing 1015% Modest dividend + buybacks Stable share counts (mostly) Classic durable compounder math here"
X Link @AKWilk 2025-09-19T18:50Z 13.3K followers, XXX engagements

"$BLDR is proof that: Even cyclical industries can compound Roll-ups work in fragmented markets Capital allocation multiplies returns Scale and mix shift can equal margin expansion This is a boring business with phenomenal execution"
X Link @AKWilk 2025-09-26T17:31Z 13.3K followers, 1406 engagements

"Secular tailwinds: Cash to digital payments E-commerce growth Contactless + mobile wallets Cross-border travel Real-time + B2B payments Even at scale both still post double-digit revenue growth"
X Link @AKWilk 2025-10-10T15:45Z 13.3K followers, XXX engagements

"I wanna start a new series #compounderfridays. Ive been spending some time on Jack Henry. $JKHY is a $13B company that sells core banking software to small community banks. My kind of business: boring slow growing and one of the most reliable compounders of the last XX years"
X Link @AKWilk 2025-08-01T18:29Z 13.3K followers, 11.9K engagements

"Key business segments: Lumber & sheet goods Manufactured components (trusses wall panels) Windows doors millwork Other building materials Importantly value-added products like manufactured components are growing faster and carry higher margins"
X Link @AKWilk 2025-09-26T17:24Z 13.3K followers, XXX engagements

"But quality is never cheap. Valuation snapshot (2025E): $WM: 33x EPS 40x FCF $RSG: 33x EPS 31x FCF $WCN: 70x EPS 41x FCF"
X Link @AKWilk 2025-09-12T17:58Z 13.3K followers, 1964 engagements

"#CompounderFriday: Builders FirstSource $BLDR A $13B market cap distributor that quietly dominates U.S. building materials. BLDR has compounded 40%+ annually since 2015 by consolidating a fragmented industry and riding housing demand"
X Link @AKWilk 2025-09-26T17:23Z 13.3K followers, 9221 engagements

"Its #CompounderFriday. Todays feature: Comfort Systems USA $FIX FIX is a commercial HVAC contractor thats quietly become one of the best-performing stocks of the last decade by turning a fragmented cyclical industry into a compounding machine for their business"
X Link @AKWilk 2025-08-29T19:30Z 13.3K followers, 5149 engagements