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@CompTortoise Avatar @CompTortoise The Compounding Tortoise

The Compounding Tortoise posts on X about harvia, $harvia, investment, $dplm the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence finance XXXXX% stocks XXXXX% countries XXXX% cryptocurrencies XXX% luxury brands XXXX% automotive brands XXXX% currencies XXXX% technology brands XXXX% social networks XXXX% fashion brands XXXX%

Social topic influence harvia #1, $harvia #1, investment #2479, $dplm 5.04%, $lifco 5.04%, constellation 4.32%, sauna #34, $csu 4.32%, blog 3.6%, acquisition #379

Top accounts mentioned or mentioned by @adrunkenmarcus @stonkmetal @maestroinvest @qcompounding @dtfcapital @arneulland @xavijaure14 @evfcfaddict @threadreaderapp @longequity @fromvalue @invesquotes @masicapital @juanhrde @cj0pp3l @qualitygrowth @stockopine @qualitystocksa @100baggerhunt @ikkenospes

Top assets mentioned Copart, Inc. (CPRT) Linde PLC (LIN) PoolTogether (POOL) Ferrari N.V. (RACE) TJX Companies, Inc. (TJX) Atkore Inc. (ATKR) Tractor Supply Co (TSCO) Amphenol Corporation (APH) Microsoft Corp. (MSFT) Autozone Inc (AZO) Cullen/Frost Bankers, Inc. (CFR) Neurobro (BRO) Toyota Motor Corporation (TM) Otis Worldwide Corp (OTIS) O'Reilly Automotive Inc (ORLY) CoStar Group, Inc. (CSGP) Old Dominion Freight Line Inc (ODFL) Heima (HEI)

Top Social Posts #

Top posts by engagements in the last XX hours

"Summarizing Constellation Software's Q4 report as follows: "Returning to More Typical Revenue and EBITA Growth in Q4; Strong M&A Exit Rate" Its of utmost importance to reconcile the financials on a look-through basis rather than taking the fully-consolidated numbers at face value and coming up with a valuation shortcut. In this quite lengthy recap were going to dig deeper into the performance of the spinouts (Topicus and Lumine) CSI on a standalone basis cash flows margins M&A activity and other factors that are relevant to the long-term investment case. Finally well share our updated"
@CompTortoise Avatar @CompTortoise on X 2025-03-08 14:44:04 UTC 8510 followers, 12.1K engagements

"Yesterday we were delighted to pitch Harvias investment case to a Belgian family office currently holding a multi-million stake in the Finnish sauna and spa company. They were first-hour premium subscribers with whom weve had very insightful discussions since (and Im sure many new will follow). In this blog wed like to share the slide deck and the pitchs key notes. $HARVIA"
@CompTortoise Avatar @CompTortoise on X 2025-06-10 07:57:10 UTC 8556 followers, 4291 engagements

"Working on the next in-depth report: Diploma Plc $DPLM One of the highlights is that consistent organic expansion based on volume: averaging X% to X % annually Sign up to get it in your inbox later this month ;-)"
@CompTortoise Avatar @CompTortoise on X 2025-06-08 08:05:25 UTC 8489 followers, 2381 engagements

"Harvia is the leading sauna and spa company and stands out in its industry consistently achieving EBIT margins above XX% even before the pandemic. While its mostly private competitors saw an X% EBIT margin thanks to COVID-era tailwinds those are now normalizing. Its capital efficiency is clear with an underlying organic ROIIC is close to XX% and it boasts impressive returns on incremental invested capital of XX% (including M&A) since the IPO"
@CompTortoise Avatar @CompTortoise on X 2025-07-18 15:13:51 UTC 8566 followers, 2393 engagements

"4. Assa Abloy $ASSAB The company operates in the production of cylinder locks access systems door security and mechanical and electromechanical locks. The latter require a PIN a keycard or a biometric scan to be unlocked. The largest markets are America and Europe followed by Asia. The company has a strong presence in both developed and emerging markets. It claims to have the largest installed base of locks and access systems in the world which provides recurring revenue from the after-market such as service and upgrades. With 2/3 coming from the aftermarket maintenance/repair services Assa"
@CompTortoise Avatar @CompTortoise on X 2024-04-05 12:22:35 UTC 8562 followers, 1795 engagements

"Diploma with a sober headline: X% organic growth in Q1 reiterating FY guidance. Love it 🐢 $DPLM #serialacquirers"
@CompTortoise Avatar @CompTortoise on X 2025-01-15 15:58:23 UTC 8546 followers, 1893 engagements

"Shared the webinar on YouTube. Getting started with quality investing: some crucial yet more advanced topics on how to gauge ROIC ROIIC and the importance of strong un-levered cash IRRs illustrated with Harvia $HARVIA Thanks for liking and/or sharing our channel ;)"
@CompTortoise Avatar @CompTortoise on X 2025-06-02 17:18:24 UTC 8465 followers, 2689 engagements

"Mark Leonard (Constellation Software) on share repurchases during the 2025 AGM $CSU $LMN.V $TOI.V"
@CompTortoise Avatar @CompTortoise on X 2025-05-16 15:51:30 UTC 8566 followers, 11.4K engagements

"10 high-quality compounders that keep delivering solid growth despite todays uncertainty Constellation Software Visa Ferrari HARVIA Hermes Intl Microsoft Lotus Bakeries Hg Capital Copart AutoZone What else"
@CompTortoise Avatar @CompTortoise on X 2025-05-07 19:32:51 UTC 8567 followers, 11K engagements

"Diploma with a rock-solid update on Q3/9M 2025 Upgrading full-year outlook with XX% organic growth and XX% operating margin (unchanged) $DPLM"
@CompTortoise Avatar @CompTortoise on X 2025-07-17 10:20:36 UTC 8540 followers, 1358 engagements

"5 Relative Cyclicality - Timing of Reinvestments ROIIC and IRR In our previous discussions we've highlighted that a company's growth hinges significantly on the timing of its reinvestments whether these are channeled into marketing sales R&D capacity expansion working capital or M&A. A less frequently discussed aspect is that lower ROIIC companies (those in the 10-15% range) take considerably longer to generate strong cash IRRs compared to businesses with much shorter payback periods. Furthermore these lower-ROIIC companies must deploy more capital to fuel their growth which amplifies the"
@CompTortoise Avatar @CompTortoise on X 2025-07-20 18:33:34 UTC 8567 followers, XXX engagements

"4 Absolute Cyclicality - Overspending At Peak ROIICs A major challenge in cyclical industries (like chemicals) is that companies tend to build new capacity simultaneously during good times. This leads to an oversupply that crashes prices and creates a bad cycle leading to poor cash IRRs over the whole cycle. In that case Koller advocates for a counter-cyclical approach where companies invest when others are not allowing their new capacity to come online during more favorable market conditions"
@CompTortoise Avatar @CompTortoise on X 2025-07-20 18:33:33 UTC 8566 followers, XXX engagements

"Our X most-read blogs on fundamental analysis are now: - Why the ROIIC + Growth + FCF Optionality Framework is Underappreciated; - Valuing Quality Growth Companies; - How We Define Sustainable Quality Compounding (Part 1); - Calculating ROIC for a Serial Acquirer (Lifco); - When ROIC is a Flawed Metric - Part II; Go check them out $LIFCO $CSU $HARVIA $RACE"
@CompTortoise Avatar @CompTortoise on X 2025-05-23 19:15:38 UTC 8465 followers, 3229 engagements

"Fredrik Karlsson looking to float Rko at a XX billion SEK valuation at 23x RTM EBITA. Decent discount to Lifco's current valuation of 26x FY25 EBITA. $LIFCO"
@CompTortoise Avatar @CompTortoise on X 2025-03-04 10:38:13 UTC 8465 followers, 9689 engagements

"5 Product Newness Drives Increased Profitability Interestingly the recently launched Woodburning Cilindro has already generated strong incremental sales although long-time Harvia shareholders remember former CEO Pajuharju saying that the sauna industry is conservative and slow-moving (Tortoise :-)) in adopting new solutions"
@CompTortoise Avatar @CompTortoise on X 2025-06-05 08:13:27 UTC 8465 followers, XXX engagements

"Finding excellent capital allocators - what qualities separate elite performers from the average 🧵on X criteria & McKinsey insights"
@CompTortoise Avatar @CompTortoise on X 2025-07-20 18:33:31 UTC 8566 followers, 5203 engagements

"Shared the earnings recap on Lifco's Q2 (🔗in bio) Its 1H performance is pretty much in line with its post-COVID trend but the market's banking on a lot more near- and long-term growth imo. $LIFCOB $LIFCOB.ST $LIFCO"
@CompTortoise Avatar @CompTortoise on X 2025-07-14 15:20:30 UTC 8511 followers, 3364 engagements

"Thule gradually returning to more steady growth after a tough post-COVID backdrop. Strong sequential improvement in Europe (its largest market). $THULE Could be bullish for Harvia as well. If I remember rightly 2022 and 2023 weakness in Europe for both Thule and Harvia started at the same time. Interestingly analysts have upgraded their growth estimates for Harvia by roughly X ppt per annum over FY26-FY27 $HARVIA"
@CompTortoise Avatar @CompTortoise on X 2025-07-15 11:35:20 UTC 8563 followers, 1403 engagements

"New blog's out (a lot of the content is free to read) How We Define Sustainable Quality Compounding (Part 3) Copart's recent performance: rolling ROIC versus incremental returns $CPRT"
@CompTortoise Avatar @CompTortoise on X 2025-05-28 23:11:51 UTC 8485 followers, 4025 engagements

"Transcribed Harvia's 2025 AGM (it's in Finnish so thank you Gemini) - one of the interesting comments: A very important factor for us was the acquisition of Almost Heaven company at the end of 2018 which led to Harvia Group having its own employees in the United States for the first time. This became a growth platform through which we have grown on average about XX percent every year after this acquisition. It's interesting that when I've talked with banking sector leaders in Finland they've said this Almost Heaven acquisition in 2018 is among the top corporate acquisitions of Finnish listed"
@CompTortoise Avatar @CompTortoise on X 2025-06-12 15:15:35 UTC 8465 followers, 1392 engagements

"Chris Davies CFO at Diploma Plc $DPLM in November 2023: "On Windy City (Wire) I need to be careful I've only been here a year. Windy City is probably one of the best businesses I've ever seen." He could easily call out Peerless now. Continued outperformance and even if margins have normalized by 2027 this acquisition is on track to deliver an 18-20% un-levered cash IRR over a 15-year period"
@CompTortoise Avatar @CompTortoise on X 2025-07-19 16:37:59 UTC 8566 followers, 1666 engagements

"Strong set of results for Addtech; soft for Indutrade Some clear trends emerging - serial acquirers that struggle with organic growth and margins have been struggling for several quarters now. Although their comparisons will become easier that's not really relevant imo. $ADDT.ST $INDT.ST $ADDT $INDT #serialacquirers"
@CompTortoise Avatar @CompTortoise on X 2025-07-15 09:16:59 UTC 8449 followers, 2551 engagements

"Two relatively boring examples from our portfolio could be Linde and Harvia. $LIN $HARVIA Lindes business model is designed to generate a meaningful economic return out of its asset base irrespective of the macro. Its on-site customers from any end market pay it fixed facility fees that are independent of volumes. These fees are contractually required to recover out capital investment and are part of virtually every on-site agreement"
@CompTortoise Avatar @CompTortoise on X 2025-07-18 15:13:51 UTC 8566 followers, 2526 engagements

"Why Harvia is our largest position (free discussion on its agile shareholder value creation) $HARVIA"
@CompTortoise Avatar @CompTortoise on X 2025-06-02 14:26:56 UTC 8561 followers, 7205 engagements

"Richemont posting solid results with X% constant FX revenue growth led by the Americas and EMEA $CFR"
@CompTortoise Avatar @CompTortoise on X 2025-07-16 06:39:56 UTC 8504 followers, 2276 engagements

"Next blog will be on longevity of ROIIC and how it translates into IRR payback time also including the impact from structural pricing vs. just passing headline inflation onto consumers. Using Copart Harvia Tractor Supply TJX Pool Corp Atkore as examples. $CPRT $HARVIA $TSCO $TJX $POOL $ATKR Stayed tuned by subscribing to our S-Stack"
@CompTortoise Avatar @CompTortoise on X 2025-05-11 16:12:17 UTC 8561 followers, 3444 engagements

"Well start: free deep dive - Harvia Plc $HARVIA The "Healing with the heat" money machine ➡A dominant position in a niche market with global reach; ➡Driving gross margin expansion to reinvest in OPEX to maximize total value creation; ➡Strong financial metrics including high ROIIC and high cash IRRs on growth investments; ➡Strategic growth through capacity investments acquisitions (cross-sell) and international expansion; ➡Efficient capital allocation and a capital-light business model"
@CompTortoise Avatar @CompTortoise on X 2025-06-05 09:19:40 UTC 8465 followers, 1260 engagements

"Just like Chris Hohn we believe there arent that many excellent businesses available. Our list of truly great businesses (truly great not just marginally above-average) is likely limited to XX names or so. Whenever youve found a proven recipe for continued shareholder value creation you need to know why it works and pay attention to one critical aspects: consistency is paramount. If youre convinced about that consistency then betting big and having patience should yield outsized returns"
@CompTortoise Avatar @CompTortoise on X 2025-07-18 15:13:52 UTC 8567 followers, 2041 engagements

"We touched on Pool Corporations recent performance: poor ROIICs This stock has been flagged by some of our premium members as a potential play adjacent to a core position in Harvia so we thought it would be a good idea to compare their investment cases (acknowledging theyre not directly comparable). Its significantly off its highs and in fact trades below the 2020-end level. $POOL $HARVIA"
@CompTortoise Avatar @CompTortoise on X 2025-06-05 23:18:55 UTC 8465 followers, 1629 engagements

"A collection of the best serial acquirers/holdcos of all time 📈 Which ones do you hold Constellation Software Lifco Addtech Kelly Partners Teqnion Roper Technologies Ametek Amphenol Lagercrantz Bergman & Beving LVMH Berkshire Atkore Investor AB Sesa Reply Diploma Halma"
@CompTortoise Avatar @CompTortoise on X 2024-02-16 19:39:06 UTC 8505 followers, 39.4K engagements

"Heading to pitch Harvias investment case later today to a family office currently building a X million position. They're S-Stack premium subscribers and Ill be publishing both the slide deck and a full transcript of the pitch afterward. $HARVIA"
@CompTortoise Avatar @CompTortoise on X 2025-06-09 17:04:49 UTC 8465 followers, 1675 engagements

"Also depends on the shareholder base and the nature of the business (risk of getting disrupted experiencing fast front-loaded growth). For instance Lotus Bakeries $LOTB.BR has enjoyed solid compounding (20% per annum) with limited drawdowns. It's kind of the $CSU in the world of "simple" cookies: rock-solid ROIICs continuous reinvestments a moderate dividend pay-out and a family that's focused on longevity"
@CompTortoise Avatar @CompTortoise on X 2025-06-28 09:00:20 UTC 8566 followers, 5644 engagements

"Brown & Brown announces its largest acquisition to date Accession. $BRO * Net purchase price to pro forma adjusted EBITDA multiple of 12x"
@CompTortoise Avatar @CompTortoise on X 2025-06-10 13:26:26 UTC 8489 followers, 8369 engagements

"Strong report from Lifco $LIFCO Exceptional growth in Contract Manufacturing Total organic revenue growth reached X% Much improved situation in D&T Disciplined M&A (smaller targets YTD): 5x EV/EBITA"
@CompTortoise Avatar @CompTortoise on X 2025-04-25 06:10:18 UTC 8465 followers, 3694 engagements

"@Masi_capital Sure but organic growth has been softer for more than just one quarter. I'm not buying the argument that because of all serial acquirers being pricey it's normal to accept this premium valuation for Lifco :-)"
@CompTortoise Avatar @CompTortoise on X 2025-07-14 07:59:20 UTC 8472 followers, XXX engagements

"4 Risky and Bad Industries: A Strictly Curated Universe Hohn maintains a stringent "long list" of industries he rigorously avoids bluntly labeling them risky and bad based on lessons learned sometimes painfully"
@CompTortoise Avatar @CompTortoise on X 2025-07-18 15:13:49 UTC 8557 followers, 1705 engagements

"An interesting recent development at Harvia (May XX 2025): stock purchases on the open market as the salary of the Board members now becomes XX% cash and XX% Harvia shares. Additionally from the Q1 2025 call: And from more or less like from HR perspective just to remind that a lot of our people are actually Harvia shareholders and we have also quite wide long-term incentive programs for our key personnel they have parallel interests with our shareholders to increase the value of the company and they get their share of that value increase also after minimum three years. Right incentivization"
@CompTortoise Avatar @CompTortoise on X 2025-06-09 10:52:47 UTC 8565 followers, 3423 engagements

"@JuanHR_de No explicit opinion on Thule but it's got a very heavy dividend payout policy (think it's 70-80% or so which I don't like)"
@CompTortoise Avatar @CompTortoise on X 2025-07-15 13:28:12 UTC 8465 followers, XX engagements

"There's a free deep dive on our S-Stack available. $HARVIA"
@CompTortoise Avatar @CompTortoise on X 2025-06-10 10:17:32 UTC 8556 followers, 3078 engagements

"From our article on how we define sustainable quality compounding considering investment risk cyclicality ROIIC cash IRR and pricing power. Analyzing Harvia's capacity investments late FY21 that are now expected to contribute $HARVIA"
@CompTortoise Avatar @CompTortoise on X 2025-05-15 18:19:32 UTC 8465 followers, 2578 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 🧵"
@CompTortoise Avatar @CompTortoise on X 2024-07-21 15:24:22 UTC 8430 followers, 83.1K engagements

"Long-term reminder: exceptional growth mean-reverts while high ROICs tend to be structural. #qualityinvesting"
@CompTortoise Avatar @CompTortoise on X 2025-07-19 16:30:03 UTC 8566 followers, 42.1K engagements

"@CJ0pp3l Belgium Ill take two: saunas and Cipal Schaubroeck 😁 $HARVIA $TOI"
@CompTortoise Avatar @CompTortoise on X 2025-07-19 10:50:37 UTC 8544 followers, XXX engagements

"Adding to an existing overweight position; Talking about Topicus/TSS announcement on the closed Cipal Schaubroeck deal and tweak our model (the financial impact was already accounted for but we can now reflect the exact timing); Additionally well address Harvias recent product innovation and provide additional color on the companys current OPEX structure and the impact from growth investments on reported profitability. $TOI.V $CSU $HARVIA"
@CompTortoise Avatar @CompTortoise on X 2025-06-03 11:19:39 UTC 8465 followers, 1590 engagements

"Diploma deep dive to be published by the end of this month (sign up to get in the mail). Some high-level thoughts 👇 $DPLM"
@CompTortoise Avatar @CompTortoise on X 2025-06-17 13:55:33 UTC 8561 followers, 2419 engagements

"New blog's out Investment jargon and calculations can be a little deceiving hence we'd like to break them down in these series. First blog on Constellation Software stacked graphs and Ferrari's R&D (P&L vs. cash flow) $CSU $RACE"
@CompTortoise Avatar @CompTortoise on X 2025-05-12 09:35:47 UTC 8494 followers, 2052 engagements

"5 Long-Termism and Conviction in Valuation TCI's approach to valuation is unique: they don't even begin to look at it until they are absolutely convinced that a company's moats are robust enough to endure for the long haul. Their due diligence involves exhaustive reference checks direct engagement with (and assessment of) management conversations with competitors and crucial internal challenges from inherently bearish team members designed to rigorously stress-test every assumption about potential disruption"
@CompTortoise Avatar @CompTortoise on X 2025-07-18 15:13:49 UTC 8557 followers, 1652 engagements

"New acquisition for Lifco in the Netherlands bringing total YTD capital deployment to an estimated 800M SEK. I've got XXX billion SEK for the whole FY25 meaning that 2H should be strong (similar to last year). Including organic growth I expect yearly EBITA growth rates for Lifco are expected to come down to 9/10-ish percent. The below graph (excerpt from our deep dive and recaps) shows that we're coming off much higher growth rates. Yet the stock's trading at an all-time high valuation (or at least close like in 2021) with incremental returns coming down as we've lapped through an impressive"
@CompTortoise Avatar @CompTortoise on X 2025-06-04 08:41:17 UTC 8563 followers, 4023 engagements

"Our new/follow-up series on Sustainable Quality Compounding will feature names such as Heico W.W. Grainger Amphenol Dollarama. Dont miss these blogs as well as our in-depth report on Lotus Bakeries this quarter (sign up via 🔗in profile)"
@CompTortoise Avatar @CompTortoise on X 2025-07-11 08:21:40 UTC 8489 followers, 2225 engagements

"Harvias high ROIIC is driven by its gross margin and unmatched production efficiency (with continuous improvements being made every quarter). High gross margin leads to two things: X. You can price your products much more competitively (thanks to efficient production) and thus provide value for your customers money. Harvias mission statement is to let everyone experience sauna. X. Secondly during inflationary periods you wont need to raise your prices as much as your competitors to maintain the same level of gross profit dollars"
@CompTortoise Avatar @CompTortoise on X 2025-07-18 15:13:52 UTC 8566 followers, 2899 engagements

"Shared a new two-part blog on how we define sustainable quality compounding Tying previously published article together by discussing six companies: Harvia separately in part X and then Copart TJX Tractor Supply Pool Corporation and Atkore in the second part. $HARVIA $CPRT $TJX $TSCO $POOL $ATKR"
@CompTortoise Avatar @CompTortoise on X 2025-05-15 15:36:54 UTC 8465 followers, 2613 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"
@CompTortoise Avatar @CompTortoise on X 2024-04-10 19:13:12 UTC 8561 followers, 53.1K 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"
@CompTortoise Avatar @CompTortoise on X 2025-05-24 18:06:41 UTC 8563 followers, 14.6K engagements

"Did you like the deep dive then sharing it with your network is highly appreciated 🐢 $HARVIA"
@CompTortoise Avatar @CompTortoise on X 2025-06-05 08:14:51 UTC 8465 followers, 2200 engagements

"Do you already know the UK serial acquirer Diploma Plc $DPLM Six slides that highlight the proven KPIs of shareholder value creation 1/ Focus on underlying EPS performance a per share metric is what you should focus on. Diploma has seen stable organic revenue growth that have oftentimes exceeded Swedish serial acquirers'"
@CompTortoise Avatar @CompTortoise on X 2024-03-04 18:34:52 UTC 8465 followers, 6885 engagements

"Impressive growth story with ROIICs and IRRs on steroids $HARVIA"
@CompTortoise Avatar @CompTortoise on X 2025-06-05 14:14:06 UTC 8565 followers, 4174 engagements

"Lets make a super thread on your best stock idea/write-up. Describe them below and like and retweet this thread. Tagging a few quality publications @Stock_Opine @DTF_Capital @Quality_stocksA @stonkmetal @100baggerhunt @ArneUlland @Ikkenospes 🧵"
@CompTortoise Avatar @CompTortoise on X 2025-06-05 09:18:11 UTC 8494 followers, 7425 engagements

"Our Tortoise Take and Two Examples Its clear that Hohns focused on durability rolling incremental returns that keep improving because of pricing power and relatively low maintenance investments. High returns and longevity may seem to be a bit paradoxical. High returns are like a honeypot: they attract competition. With moats come attractive returns on invested capital and the nature of capitalism will make a high ROIC (and ROIIC) revert to the mean. Thats the generally accepted thought process. While a high ROIC is often seen as a golden ticket we believe the real hidden value lies in"
@CompTortoise Avatar @CompTortoise on X 2025-07-18 15:13:50 UTC 8556 followers, 1430 engagements

"Another piece of innovation: driving newness and creating a diversified product base Harvia and Toyota Co-Develop Concept Model for Hydrogen Sauna Utilizing Hydrogen Combustion Technology - Demonstration in Finland to Explore New Potential Applications for Hydrogen and Carbon Neutrality The hydrogen sauna concept will be presented at the World Sauna Forum (June XX 2025) and during part of Rally Finland (July 31August X 2025) in Jyvskyl. By applying hydrogen to sauna heaters the system generates only steam and warm air emitting no CO2 during use. This offers an attractive alternative to"
@CompTortoise Avatar @CompTortoise on X 2025-06-03 07:27:09 UTC 8565 followers, 1452 engagements

"Lifco's Q2 Sizable FX headwind in Q2 Organic growth soft due to Demolition & Tools and large parts of Systems Solutions Margin contraction driven by mix FX and low organic growth. Outperformance in Contract Manufacturing (lower-margin segment) offset by M&A mix. M&A strategy continues to focus on highly profitable companies (33.6% EBITA margin for companies that got consolidated during 1H) Avg. EV/EBITA paid of 6.7x $LIFCOB.ST $LIFCO $LIFCOB"
@CompTortoise Avatar @CompTortoise on X 2025-07-14 06:53:34 UTC 8563 followers, 4798 engagements

"We made it - a new deep dive on Linde Plc $LIN has just been published (link in bio). It's a pure Tortoise model of multi-century resilience industry-leading performance best-in-class management team stable working capital.👇Liking and/or reposting is highly appreciated 😊🙏"
@CompTortoise Avatar @CompTortoise on X 2024-04-26 15:56:04 UTC 8465 followers, 15.9K 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"
@CompTortoise Avatar @CompTortoise on X 2024-12-15 19:15:57 UTC 8566 followers, 15.1K engagements

"Free deep dive on our largest position We thought it would be a good idea to release one of our previous deep dives to the public so you can get a sense of the type of content we offer at The Compounding Tortoise S-Stack. So we've just removed the paywall behind the September 2024 deep dive on Harvia $HARVIA listed in Helsinki The "Healing with the heat" money machine A quick thread on the latest developments🧵"
@CompTortoise Avatar @CompTortoise on X 2025-06-05 08:13:22 UTC 8465 followers, 20.6K engagements

"1H letters quality-growth investors could read on this Sunday morning. The one that's just been sent out by my buddy @SeekingWinners_ (a great piece as always) and mine published last Tuesday.🤠 #investing $CSU $TOI.V $LMN.V $ATD.TO $ODFL $HEI $CSGP"
@CompTortoise Avatar @CompTortoise on X 2024-07-07 13:57:19 UTC 8561 followers, 5111 engagements