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@ArneUlland Avatar @ArneUlland Arne Ulland

Arne Ulland posts on X about $csu, $dhr, ai, $csuto the most. They currently have XXXXXX followers and XX 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% cryptocurrencies XXXXX% finance XXXX% technology brands XXXX%

Social topic influence $csu #15, $dhr #25, ai 10.71%, $csuto #14, $nvo 7.14%, $bro 7.14%, $brkb 7.14%, $hei 7.14%, $ma 7.14%, $ph XXXX%

Top accounts mentioned or mentioned by @eyesigh558 @fromvalue @vishonsingh @qualityinvest5 @iward95008698 @usernavn @ibredeye @berkelkip @ikkenospes @fiscorainvest @sidecarcap @morningstarinc @simonseverino @cartallicax1 @surmountinvest @fabriziodipetta @optionsreaper @qualitygrowth_ @wouldntdoubtitt @sloptopcaptial

Top assets mentioned Danaher Corporation (DHR) Novo-Nordisk (NVO) Neurobro (BRO) Berkshire Hathaway Inc Class B (BRK.B) Heima (HEI) Mastercard, Inc. (MA) Parker-Hannifin Corp (PH) Republic Services, Inc. (RSG) Linde PLC (LIN) Adappter Token (ADP) Autozone Inc (AZO) Cornerstone Building Brands, Inc. (CNR) O'Reilly Automotive Inc (ORLY) Factset Research Systems, Inc. (FDS) S&P Global Inc (SPGI) Moody's Corporation (MCO) OneLedger (OLT) Otis Worldwide Corp (OTIS) Roper Technologies Inc (ROP) PoSciDonDAO (SCI) Stryker Corporation (SYK) Thermo Fisher Scientific Inc. (TMO) Waste Management, Inc. (WM) Amphenol Corporation (APH) Roko (ROKO) Gartner Inc (IT)

Top Social Posts #

Top posts by engagements in the last XX hours

"Answers such as the one Rainer at $DHR gives here of buybacks is what you want to hear. None of that nonsense about prioritizing growth innovation & lastly a consideration about buybacks if management sees fit. No it's always about allocating capital to the best project"
X Link @ArneUlland 2025-10-22T20:18Z 13.3K followers, 6436 engagements

"Watchlist as of now. Priority is just a subjective opinion based on a brief reading about the firms management comments and how much they interest me. Some like Amphenol are partly backlogged due to a surge in stock price. Should I add anything else"
X Link @ArneUlland 2025-08-25T20:21Z 13.3K followers, 42.2K engagements

"Anyone got access to this Couldnt find it on DNB. $roko trades at P/FCF XX above other serial acquirers. Analysts see XX% FCF growth in 2027. I modeled XX% p.a. 20252030 (LIFCO-level) with exit P/FCF XX XX% return but only if FCF jumps in 2830. Still looks bear to me"
X Link @ArneUlland 2025-09-21T11:48Z 13.3K followers, 10.3K engagements

"@BerkelKip Agree. So either you need growth at XX% and multiple at XX ish or XX% growth and a lower multiple. So in sum potentially not the best deal in the market to say the least despite the sell off"
X Link @ArneUlland 2025-09-23T17:33Z 13.3K followers, 1151 engagements

"Portfolio YTD negative so far 😶🌫Being long serial acquirers & healthcare firms hasnt played out to that well. $CSU $NVO & $DHR are the top X holdings. All trade under my fair value estimation. Cant control the market & whats hot & not so just got to do my thing. Stay safe 🚨"
X Link @ArneUlland 2025-10-04T15:51Z 13.3K followers, 44.7K engagements

"When evaluating firms with consistently high ROIC watch whether they have a sustainable moat or a mortgage moat. A mortgage moat involves raising prices excessively to extract maximum value from captive customers. It may work short term but not long term"
X Link @ArneUlland 2025-10-13T17:00Z 13.3K followers, 4819 engagements

"@FromValue When it comes to AI & assessing risk I do think it's best to ask if the durability remains or not over the long haul. As Dev says for Adobe AI will likely be short-term positive but long-term negative. That's the Q to answer for $CSU. I think they will thrive still (#1 in pf)"
X Link @ArneUlland 2025-11-01T13:36Z 13.3K followers, XXX engagements

"@FromValue But the market is always forward-looking so the fact that the fundamentals havent shown a decline yet (or will they) for $CSU.TO due to AI could turn out badly as its backward-looking data. Got burned thinking this way with $NVO and wont do it again. Just saying"
X Link @ArneUlland 2025-11-01T13:40Z 13.3K followers, XXX engagements

"@FromValue Ofc at the same time people are always keen to extrapolate whatever happens in the world & these days it's all about AI killing all kinds of software. I do think horizontal software is far worse positioned than vertical software & that's the thesis. Miller is a fine captain"
X Link @ArneUlland 2025-11-01T13:42Z 13.3K followers, XXX engagements

"@VishonSingh @eyesigh558 At least people underestimate the complexity of systems talking to each other when the data isn't sorted in a structured manner. Sure we will do most of our tasks (time table project management ordering food for events) in a system like teams/slack but that doesn't hurt $CSU"
X Link @ArneUlland 2025-11-01T14:00Z 13.3K followers, XXX engagements

"@sidecarcap Not all operate in non-growth industries but some stable and boring firms $BRO $ASSAB $INVE $LIN $ATCO $AZO $ADP $BRKB $CNR $DSDVY $FDS $IT $HEI $V $MA $RMS $HGT $KLA $MCO $SPGI $ORLY $OLT $KONE $OTIS $PH $CSU $RSG $ROP $SCI $SYK $TNE $TVK $DHR $TMO $WM"
X Link @ArneUlland 2025-11-02T17:00Z 13.3K followers, XXX engagements

"I still struggle to find many high-quality companies that could realistically double over the next X years. Most are priced to deliver a 1012% annual return from here but there arent that many real bargains in compounder-land. Any tips"
X Link @ArneUlland 2025-04-06T15:05Z 13.3K followers, 91.4K engagements

"Cannot be said often enough as people continuously confuse performance with failure or success in investing: You simply cannot expect to acquire shares of very high-quality companies like $CSU.TO unless there are some challenging narratives that cause people to doubt the story"
X Link @ArneUlland 2025-10-29T21:01Z 13.3K followers, 15K engagements

""Avoid hot stocks in hot industries. Great companies in cold non-growth industries are consistent big winners" - Peter Lynch"
X Link @ArneUlland 2025-11-02T08:55Z 13.3K followers, 51.5K engagements

"Not all operate in non-growth industries but some stable and boring firms $BRO $ASSAB $INVE $LIN $ATCO $AZO $ADP $BRKB $CNR $DSDVY $FDS $HEI $V $MA $RMS $HGT $KLA $MCO $SPGI $ORLY $OLT $KONE $OTIS $PH $CSU $RSG $ROP $SCI $SYK $TNE $TVK $DHR $TMO $WM"
X Link @ArneUlland 2025-11-02T17:01Z 13.3K followers, 3202 engagements

"Probably overvalued short term but maybe undervalued long term given Fredriks track record of increasing profitability and delivering 20+% FCFPS growth annually"
X Link @ArneUlland 2025-09-21T11:52Z 13.3K followers, 3349 engagements

"Interesting note from @MorningstarInc about the moat for $CSU.TO VMS firms. In the end of the day it's hard to tell but maybe excess cash as a KPI will be important to keep track of. Notheneless it's all about ability to spend wisely on M&A and find new ventures with roicwacc"
X Link @ArneUlland 2025-11-03T20:17Z 13.3K followers, 7434 engagements