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@CompoundingLab Avatar @CompoundingLab Compounding Lab

Compounding Lab posts on X about stocks, over the, longterm, sits 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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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks finance technology brands cryptocurrencies countries

Social topic influence stocks, over the, longterm #577, sits, automation #964, freight, $wab, headlines, $oke, $pcar

Top assets mentioned WABnetwork (WAB) ONEOK, Inc. (OKE) PACCAR Inc (PCAR) Targa Resources Corp. (TRGP) Paypex (PAYX) Paylocity Holding, Corp. (PCTY) Ross Stores, Inc. (ROST) TJX Companies, Inc. (TJX) Marsh & McLennan Companies, Inc. (MMC) Aon PLC (AON) WW Grainger Inc (GWW) Arthur J. Gallagher & Co. (AJG) Heima (HEI) 3M Co (MMM) United Parcel Service, Inc. (UPS) Knight-Swift Transportation Holdings, Inc. (KNX) Old Dominion Freight Line Inc (ODFL) Republic Services, Inc. (RSG) ResMed Inc. (RMD) Rockwell Automation (ROK) Illinois Tool Works Inc. (ITW) Elcoin (EL) Hilton Hotels Corporation Common Stock (HLT) Ecolab Inc. (ECL) DuPont de Nemours Inc (DD) Incyte Corporation (INCY) Alnylam Pharmaceuticals, Inc. (ALNY) Microchip Technology Inc. (MCHP) Kroger Co (KR) Albertsons Companies, Inc. (ACI) SBA Communications Corporation (SBAC) Digital Realty Trust Inc (DLR) Public Storage (PSA) Extra Space Storage, Inc. (EXR) Edwards Lifesciences Corp (EW) The Macerich Company (MAC) Simon Property Group Inc (SPG) Monolithic Power Systems, Inc. (MPWR) Cognizant Technology Solutions Corp (CTSH) CBRE Group Inc (CBRE) CoStar Group, Inc. (CSGP)

Top Social Posts #

Top posts by engagements in the last XX hours

"$WAB: Why This Industrial Compounder Keeps Chugging Ahead Westinghouse Air Brake Technologies is one of those industrial names that rarely makes headlines but quietly powers critical infrastructure across global freight and transit markets. The company sits at the intersection of transportation automation and decarbonization making its fundamentals worth a closer look. With a balance of recurring aftermarket revenues and exposure to long-cycle equipment cycles Wabtec has carved out a durable position in the rail ecosystem. That durability is underpinned by consistent returns on capital and an"
X Link @CompoundingLab 2025-10-13T19:25Z 1177 followers, XXX engagements

"$OKE Stock price is currently -X% YTD and the reason is in falling ROIC which dropped from XX% in 2023 to just X% in 2024 and even lower in 1H 2025. We observed such a low level of ROIC only in 2016 and 2020 both crisis years for the energy sector. Not surprisingly investors are dumping the stock. Investors dont like decreasing ROIC and for a good reason they understand that growth and ROIC are the primary drivers of value. On other timeframes (3Y 5Y and 10Y) stock performed much better especially on 5Y where it had outperformed SPX by 10%. However this outperformance clearly comes after"
X Link @CompoundingLab 2025-08-08T16:29Z 1177 followers, 1175 engagements

"Trucking the Market $PCAR Overview"
X Link @CompoundingLab 2025-08-08T18:21Z 1176 followers, XXX engagements

"$TRGP vs The Market: Quiet Climber or Bubble Risk Targa Resources Corp is involved in gathering processing separation and delivery services of gas & liquids. Lets break down past performance and look into the value proposition of this oil & gas midstream company. Notable outperformance on 5Y timeframe but dont get excited too fast this is coming from COVID market crash. In fact on 10Y they only delivered XX% which is also decent but a more down-to-earth performance in line with S&P index. Revenue growth is X% which is ok and in line with industrial rates; however last few years registered a"
X Link @CompoundingLab 2025-09-27T13:15Z 1176 followers, XXX engagements

"Payroll Showdown: $PAYX vs $PCTY"
X Link @CompoundingLab 2025-08-05T18:32Z 1176 followers, XXX engagements

"$ROST This is $50B apparel retail network with a Wide moat which appears to be resilient and not significantly at risk of disruption by companies like Amazon. The core advantage (vendor relationships scale and the in-store hunt) remains durable in the near-to-medium term but the bigger risk might be from direct peers (TJX Burlington) moving faster into omnichannel. Stock has underperformed in last year which is a healthy correction to a more reasonable level but I see the price as still high for this kind of business. Falling ROIC also does not impress and management in my opinion should"
X Link @CompoundingLab 2025-08-28T16:18Z 1176 followers, XXX engagements

"Stocks battle: $MMC vs $AON"
X Link @CompoundingLab 2025-07-07T17:27Z 1177 followers, XXX engagements

"$GWW W.W. Grainger is the largest MRO distributor in North America holding a dominant high-touch solutions segment with strong sticky customer relationships among large enterprises and a smaller more price-sensitive endless assortment segment. While the rise of e-commerce primarily Amazon Business increased competition and price transparency Grainger responded with significant investments in digital capabilities supply chain efficiency and a more competitive pricing model. This initially compressed margins but drove significant volume gains especially in profitable midsize accounts. Graingers"
X Link @CompoundingLab 2025-08-11T19:55Z 1176 followers, XXX engagements

"$AJG Arthur J. Gallagher & Co Strong Historical Returns But Future Value Creation Remains Questionable It is remarkable that Arthur J. Gallagher & Co ranks third by Sharpe ratio among all S&P XXX components over the period January 2016 to February 2025 surpassed only by NVIDIA and Progressive. The company delivered an impressive XXXX% average stock return with a maximum drawdown contained at just 23%. However these market results are not underpinned by exceptional operating performance. The companys average ROIC of X% barely exceeds its cost of capital suggesting limited economic value added."
X Link @CompoundingLab 2025-07-15T18:00Z 1177 followers, 1011 engagements

"$HEI Heico possesses a narrow Moat confirmed by stable long-term ROIC in excess of WACC and high operating margins. Impressive growth and decent ROIC over the last XX years drove the price towards ATH now hovering around $XXX. Respectively HEI past price returns are superior on all timeframes: above XX% on 3Y 5Y and 1Y. This impressive outperformance led to Earnings yield consistently crawling lower and now provides only X% yield. In my opinion Heico does not deserve P/E at XX. Both relative valuation (P/E) and intrinsic valuation suggest that shares are significantly overvalued. To justify"
X Link @CompoundingLab 2025-09-09T14:30Z 1177 followers, XXX engagements

"$MMM - DCF Valuation Sharing here my workings which I believe can assist your investment decision if you are considering or already invested in 3M Co. Key assumptions: Explicit 5Y growth @ X% Long-term growth in perpetuity @ X% (aligns with conservative valuation principles for mature industry) WACC @ XXX% EBITDA multiple XXX Historic Growth (for context) Revenue was consistently in decline within the last few years and 5Y CAGR currently stands at -5%. Past declines were driven by external and portfolio reduction factors which are substantially completed by now. The projected growth reflects"
X Link @CompoundingLab 2025-07-23T15:57Z 1177 followers, 3167 engagements

"$UPS - DCF valuation model. UPS is down not out heres why the market may be mispricing It. Key assumptions: X. Explicit 10Y growth @ 2-3% Historically United Parcel Service (UPS) has experienced steady but moderate revenue growth reflecting its position as a mature global logistics leader. Over the past two decades UPSs revenue has generally trended upwardfrom around $XX billion in 2000 to roughly $XX billion in 2024representing a long-term compound annual growth rate (CAGR) of about 45%. Growth has been driven by e-commerce expansion international trade and the companys strong U.S. ground"
X Link @CompoundingLab 2025-10-08T15:52Z 1177 followers, 1010 engagements

"$ODFL vs $KNX: The Trucking Clash 🔥 Summary: ✔ ODFL dominates with industry-leading margins and return on capital. ✔ KNX shows stronger historical top-line growth and diversification. ✔ Valuations suggest both stocks trade below fair value but with very different quality profiles. Financial Comparison Old Dominion Freight Line (ODFL) is widely recognized as the gold standard in less-than-truckload (LTL) operations. Its 10-year median return on invested capital stands at an impressive XX% nearly triple Knight-Swifts (KNX) 8%. This reflects ODFLs ability to consistently reinvest at high"
X Link @CompoundingLab 2025-10-14T20:07Z 1177 followers, XXX engagements

"$RSG Onepager"
X Link @CompoundingLab 2025-07-22T11:58Z 1177 followers, XXX engagements

"Wake Up Call: Why $RMD Sleep Giant Looks Undervalued Over the last five years ResMed has quietly built one of the most durable medtech franchises in the market. Yet the stock hasnt kept up with the S&P XXX. I dont think this is about collapsing fundamentalsits about investors chasing AI and mega-cap tech while $RMD fought supply chain costs and Philips slow comeback. Heres the kicker: ResMeds fundamentals remain rock solid. 🔹ROIC: 10Y median at XX% (elite compounding territory) 🔹Debt/Equity: XX% (clean balance sheet plenty of dry powder) 🔹Earnings Yield: X% (reasonable for a moat stock)"
X Link @CompoundingLab 2025-09-18T18:30Z 1176 followers, XXX engagements

"Rockwell Automation: Riding the Automation Boom But At a Premium 🚦 $ROK sits at the heart of the global industrial automation movement. The companys fundamentals reflect both the cyclical pressures of manufacturing demand and the long-term secular tailwinds of digital transformation. With a strong track record of capital efficiency and a reputation as a trusted partner in automation Rockwell balances resilience with growth opportunities. However elevated debt levels and a recent slowdown in profitability trends create a more complex picture for investors. This makes valuation discipline"
X Link @CompoundingLab 2025-09-12T19:11Z 1177 followers, XXX engagements

"$ITW OnePager"
X Link @CompoundingLab 2025-07-21T14:02Z 1177 followers, XXX engagements

"$EL I don't know how anyone can rely on analysts like Morningstar. Wide moat and 4-star rating for a company that literally did not generate any free cash flow within the last X years. Am I missing something"
X Link @CompoundingLab 2025-09-27T19:54Z 1176 followers, XXX engagements

"$HLT OnePager"
X Link @CompoundingLab 2025-07-24T16:01Z 1178 followers, XXX engagements

"Stocks battle: $ECL vs $DD"
X Link @CompoundingLab 2025-07-17T16:02Z 1177 followers, XXX engagements

"$INCY vs $ALNY X Biotech stocks which are significantly overvalued especially ALNY. There is no moat for Incyte and Alnylam is assigned a narrow moat driven by its RNAi leadership intellectual property and partnerships. Do note that ALNY has high R&D intensity - R&D accounted for XX% of operating expenses and that's why ROIC is negative. If adjusted for R&D the results are not that bad. And eventually these research expenses can pay out well as already visible from high revenue growth. Management will need to work on improving ROIC to justify further R&D. To conclude I do not find shares"
X Link @CompoundingLab 2025-08-27T15:50Z 1177 followers, XXX engagements

"$MCHP Microchip Technology is a semiconductor company with $36B market cap. Main products are microcontrollers which act as the brains in a wide variety of common electronic devices from electric razors to thermostats to power tools. From a debt perspective recent disclosures put Microchips net leverage near 4.2x under its credit agreement as of June XX 2025 versus a long-term target near 1.5x indicating elevated but not singularly extreme leverage in context of the industrys downturn in EBITDA. XX% year-over-year revenue decline in FY 2025 reflects a mix of weak global demand inventory"
X Link @CompoundingLab 2025-09-08T11:57Z 1177 followers, XXX engagements

"@3KComeback You are missing the most important data. It's growth and ROIc that drive value creation"
X Link @CompoundingLab 2025-10-15T15:49Z 1176 followers, X engagements

"$KR vs $ACI: From Carts to Charts Summary: ✔ Kroger commands national scale and advanced digital infrastructure while Albertsons maintains strong regional banners and higher recent revenue growth. ✔ Valuation currently favors Albertsons but Kroger offers superior historical shareholder returns and brand reach. ✔ Both operate in a fiercely competitive low-margin sector with ongoing cost pressures and legal liabilities. Financial Comparison Over the last decade Kroger ($KR) has delivered a XX% median ROIC edging out Albertsons ($ACI) at 9%. Krogers 10-year historical revenue growth stands at 3%"
X Link @CompoundingLab 2025-08-15T09:29Z 1176 followers, XXX engagements

"Key players in the active ETF space - Dimensional is leading the US landscape $DFAC $DFUS $DFIV $DFUV"
X Link @CompoundingLab 2025-06-20T20:06Z 1177 followers, XXX engagements

"Stocks battle: $SBAC vs $DLR"
X Link @CompoundingLab 2025-07-29T13:59Z 1176 followers, XXX engagements

"Self-Storage Smackdown: $PSA vs $EXR in the Market Cage"
X Link @CompoundingLab 2025-08-08T17:57Z 1176 followers, XXX engagements

"âš™ The Valve Healtcare Titan: $EW Performance at a Glance"
X Link @CompoundingLab 2025-08-15T11:35Z 1177 followers, XXX engagements

"Stocks battle: $MAC vs $SPG"
X Link @CompoundingLab 2025-07-28T16:00Z 1176 followers, XXX engagements

"$MPWR Interesting semiconductor chipmaker here. They have well-diversified revenue by segments reflecting the company's strategic focus on high-growth areas such as enterprise data and automotive sectors. FCF yield of X% doesnt impress even with MPWRs attractive fundamentals. ROIC is decent but was diving lower in 2023 and 2024. 1Y stock return is negative XXX% reflecting decreasing ROIC and lower than average growth rate of the last X years (2% in 2023 and XX% in 2024). Stock is priced close to fair value however I would recommend considering entry only after we observe 10-15% pullback not"
X Link @CompoundingLab 2025-09-14T16:16Z 1177 followers, XXX engagements

"$CTSH Cognizant is a narrow moat IT services company trading close to 52-week low. ROIC is high and stable and serves as evidence of a moat. Accordingly Revenue and EPS grew at the same X% rate per annum on average. We can see a notable decrease in revenue growth over the last X years from X% median 10Y growth to just 0-2%. More recently on a TTM basis revenue growth accelerated a little bit to X% which is in line with 5Y CAGR. The same growth rate (4-5%) is expected going forward by analysts. Earnings yield was growing steadily (reflecting slower growth and adjusting shareholders'"
X Link @CompoundingLab 2025-09-06T14:37Z 1175 followers, XXX engagements

"$CBRE vs $CSGP CSGP seems to have a wider moat despite having lower ROIC. This is possible although not an ordinary combination. CSGPs moat is wider because it is more structural (data + network effects + switching costs) giving it long-term pricing power and customer stickiness. They also invest large amount in moat expansion resulting in lower short-term profitability. CBREs moat is shallower because it relies on execution and relationships which are easier for competitors to erode. 10Y median stock returns are very similar at XX% suggesting that they are highly correlated businesses and"
X Link @CompoundingLab 2025-08-29T17:09Z 1177 followers, XXX engagements