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@CompTortoise Avatar @CompTortoise The Compounding Tortoise

The Compounding Tortoise posts on X about $csu, $toiv, $lmnv, $puuilo the most. They currently have XXXXX 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: XXXXX #

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Social Influence #

Social category influence stocks XXXX% finance XXX% luxury brands XXXX% cryptocurrencies XXXX% countries XXXX% fashion brands XXXX% technology brands XXXX% automotive brands XXXX%

Social topic influence $csu #20, $toiv #10, $lmnv #4, $puuilo #1, $csuto #41, $lifco 0.93%, linde plc #27, $lin #26, deep dive 0.47%, invested XXXX%

Top accounts mentioned or mentioned by @michaelgielkens @illerintwit @arneulland @stonkmetal @sempiterno_inv @thebigideas @simonseverino @cj0pp3l @maestroinvest @valuebymarkus @jacquescattier @evfcfaddict @j64378 @zillij2 @contraturtlex @invest091 @bogumilnyc @threadreaderapp @longequity @koyfincharts

Top assets mentioned Linde PLC (LIN) PoolTogether (POOL) Ferrari N.V. (RACE) Autozone Inc (AZO) Factset Research Systems, Inc. (FDS) O'Reilly Automotive Inc (ORLY) Otis Worldwide Corp (OTIS)

Top Social Posts #

Top posts by engagements in the last XX hours

"One of Mark Leonard's best quotes on share repurchases during the 2025 AGM Constellation Software $CSU $LMN.V $TOI.V"
X Link @CompTortoise 2025-09-26T15:57Z 9131 followers, 16.4K engagements

"To be released later this week on our Sbstck: the Puuilo deep dive $PUUILO a steady Finnish discount retailer poised for continued success. Covering the essentials of compounding: return on incremental invested capital reinvestment rate adjustments for leases and outpacing your competitors. And yet despite solid execution and predictability there's always share price volatility to take advantage of More info via the 🔗 in bio"
X Link @CompTortoise 2025-10-13T19:14Z 9132 followers, 3058 engagements

"Listening to interviews that are based on a rational view and not the fancy hocus pocus - they've become quite scarce. Great job by @MichaelGielkens @bogumil_nyc"
X Link @CompTortoise 2025-10-14T08:48Z 9132 followers, 4538 engagements

"Two free deep dives Coming up next: our deep dive on Puuilo $PUUILO and then later a case study on Pool Corporation $POOL Weve made two of earlier published deep dives public (free to read) so that youll get a chance to understand our research process better. Its a question we oftentimes get: what are you looking at how do you get a sense of valuation/expectations Here you go: the in-depth reports on OReilly Automotive and Harvia (on the S-Stack) $ORLY $HARVIA"
X Link @CompTortoise 2025-09-12T07:05Z 9131 followers, 3227 engagements

"Another Constellation Software Conference Call Lets highlight why the new Presidents (CSI veteran Mark Miller) comments are very frustrating for short-term focused investors yet very reassuring for the intrinsic shareholders (thats us). More on that below 👇 $CSU $TOI.V $LMN.V"
X Link @CompTortoise 2025-10-02T18:45Z 9131 followers, 4213 engagements

"Summarizing Constellation Softwares conference call on AI An uncommon dose of humility and skepticism on what's going right now Find it in the usual place $CSU $LMN.V $TOI.V"
X Link @CompTortoise 2025-09-23T13:27Z 9131 followers, 8877 engagements

"How to Identify the Best Serial Acquirers👇 Serial acquirers have become popular with Constellation Lifco Lagercrantz Addtech vastly outperforming the market over the past years and decade(s). What to look for in a great serial acquirer & what are the challenges A thread 🧵"
X Link @CompTortoise 2024-07-21T15:24Z 9131 followers, 83.4K engagements

"Solid growth at high returns in cash: real returns; not driven by creative accounting - it's out of fashion in today's market From @Schroders"
X Link @CompTortoise 2025-10-11T15:46Z 9127 followers, 2524 engagements

"One of the best compounders in consumer staples with a XX% CAGR To be published later this month on our S-Stack Lotus Bakeries $LOTB.BR - the fortune cookie The importance of family ownership financial prudence how solid ROIICs translate into market-beating return🧵"
X Link @CompTortoise 2025-08-14T17:12Z 9131 followers, 3364 engagements

"Our top X European High-Quality Stocks 📈 France - Herms - LVMH - L'Oral Sweden - Evolution - Lifco - Atlas Copco Netherlands - ASML - Wolters Kluwer - Adyen Italy - Reply - SeSa - Sanlorenzo Spain - Amadeus - Inditex - Laboratorios Farmaceuticos ROVI What else"
X Link @CompTortoise 2024-04-10T19:13Z 9131 followers, 53.3K engagements

"From our last years report on serial acquirers: the quantitative and qualitative aspects that have made Lifco successful. Plus why it takes time to grow ROIC $LIFCO"
X Link @CompTortoise 2025-05-24T18:06Z 9130 followers, 14.8K engagements

"One of the best industrials out there - Linde Plc with a nice beat in Q2 EMEA EBIT margin topping XX% Raising low-end of the full-year guide thanks to FX while assuming economic contraction for the top end $LIN"
X Link @CompTortoise 2025-08-01T10:10Z 9130 followers, 2858 engagements

"Ferrari's product line much more geared toward ICE and hybrid (80% by 2030) versus the 2022 view of XX% fully electric XX% hybrid XX% ICE. Ferrari not chasing losing projects. Excellent news for shareholders. $RACE"
X Link @CompTortoise 2025-10-09T08:15Z 9132 followers, 23.7K engagements

"A list of high-quality cannibals (companies with significant share repurchases) Autozone OReilly Automotive Home Depot Lowes Ulta Beauty Sherwin-Williams Visa Dollarama McDonalds Linde Plc W.W. Grainger What else"
X Link @CompTortoise 2024-03-05T20:00Z 9130 followers, 46.4K engagements

"Few snippets from last week's Financial Post's article on Constellation Software $CSU.TO $CSU Leonard owns a XXX per cent stake in Constellation worth roughly US$1.21 billion The Wall Street Journal reported Thursday citing data compiled by financial data firm FactSet Research Systems Inc. In the first XX years after Constellations inception Leonard was heavily involved in day-to-day operations and acquisitions CFO Jamal Baksh told Financial Post Friday. But in recent years Leonards focus as president was on strategy such as the potential of investing outside of vertical market software Baksh"
X Link @CompTortoise 2025-09-29T08:54Z 9130 followers, 14K engagements

"Which companies should we cover next Let us know 👇 Published XX write-ups in 2024. Quality growth companies worth owning/watching across a variety of niche sectors. $RMS $HARVIA $ORLY $LIN $SL.MI $OTIS $AZO $CSU $TOI.V $LIFCO"
X Link @CompTortoise 2024-12-15T19:15Z 9129 followers, 15.2K engagements