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@CompoundingLab Avatar @CompoundingLab Compounding Lab

Compounding Lab posts on X about stocks, spx, $spx, eps the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks finance technology brands cryptocurrencies countries

Social topic influence stocks, spx, $spx, eps, $evo, reit, $duk, $cdns, $emr, $cl

Top assets mentioned SPX6900 (SPX) Duke Energy Corp (DUK) Cadence Design Systems Inc (CDNS) Emerson Electric Co. (EMR) Colgate-Palmolive Company (CL) Alibaba Group (BABA) Super Micro Computer, Inc. Common Stock (SMCI) Autodesk Inc (ADSK) Paycom Software Inc (PAYC) American Tower Corp (AMT) Davita Inc (DVA) HCA Healthcare Inc (HCA) Intuitive Surgical, Inc. (ISRG) Measurable Data Token (MDT) Medtronic PLC (MDT) Equinix Inc (EQIX) Aon PLC (AON) Marsh & McLennan Companies, Inc. (MMC) American Electric Power Company Inc (AEP) Arthur J. Gallagher & Co. (AJG) Viatris Inc (VTRS) Zoetis Inc (ZTS) Advanced Micro Devices (AMD) InterContinental Hotels Group Plc (IHG) Marriott International Inc (MAR) Regeneron Pharmaceuticals Inc (REGN) Amgen, Inc. (AMGN) CYCLEAN (CCL) Royal Caribbean Cruises Ltd (RCL) 3M Co (MMM) Synopsys, Inc. (SNPS) Fortinet Inc (FTNT) O'Reilly Automotive Inc (ORLY) Republic Services, Inc. (RSG) Deere & Company (DE) Caterpillar Inc. (CAT) CatCoin (CAT) McKesson Corporation (MCK) Electroneum (ETN) Illinois Tool Works Inc. (ITW) Procter & Gamble (PG) DuPont de Nemours Inc (DD) Ecolab Inc. (ECL) WELL3 (WELL) Prologis Inc (PLD) Welltower Inc (WELL) Suncor Energy, Inc. (SU) Williams Companies Inc (WMB) Enterprise Products Partners, LP. (EPD) Chipotle Mexican Grill, Inc. (CMG) NVR, Inc. (NVR) Northrop Grumman Corporation (NOC) General Dynamics Corporation (GD)

Top Social Posts #

Top posts by engagements in the last XX hours

"$TSMC $BABA $PDD $TCEHY $SMCI $JD $BIDU $NTES $XIACF Chinas frequent displays of its new Shuiqiao-class landing craft designed to deliver heavy equipment onto fortified shores actually reinforce a counterintuitive point: Taiwans takeover if it occurs will not resemble traditional invasion scenarios imagined by military analysts. There will be no armada of landing ships storming across the Taiwan Strait on a dramatic D-Day. Taiwanese artillery wont pound beaches filled with Chinese barges. There will be no catastrophic mine explosions or blood-soaked landings under relentless machine gun fire"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-20 20:07:02 UTC XXX followers, XXX engagements

"$ADSK The stock has recently outperformed the S&P XXX driven by digital transformation tailwinds and expanded margins. While past multi-year returns have lagged the index due to valuation resets Autodesks forward projections remain highly attractive for growth-oriented investors due to robust ongoing demand innovation in AI/cloud and disciplined capital deployment. Indeed we are noticing significant improvement in ROIC from 2017 onwards. The upward trend in ROIC demonstrates Autodesks strengthened capital efficiency and robust execution as it scales its cloud platform solidifying its"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-23 10:01:00 UTC XXX followers, XXX engagements

"Paycom Software Inc: Outlook and Strategic Positioning $PAYC Industry: Software Application Number of Employees: 7300 Market Cap: $12.7B 🏢 What company does Paycom provides integrated human capital management (HCM) software combining payroll and HR in a single database for businesses with 50-10000 employees. Unlike competitors that build platforms through acquisitions and APIs Paycoms unified system ensures real-time data accuracy reduces errors and offers a seamless client experience albeit at a premium price point. 🚀 Growth While Paycom achieved impressive 20-40% annual growth between"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-01 18:36:46 UTC XXX followers, XXX engagements

"@DividendDude_X Have issues with Interactive brokers. I need to change to another broker"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-13 14:36:54 UTC XXX followers, 1430 engagements

"9/ Remember: Markets pull back XX% every year on average. The goal isnt timing the market but being prepared to act. When the next pullback comes well redeploy efficiently as we did this April"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-23 12:55:27 UTC XXX followers, XX engagements

"$ISRG vs $MDT battle. What does it tell us With average ROIC at X% Medtronic PLC barely earns it's cost of capital. Therefore value creation for shareholders is questionable but valuation suggests it's trading at below FV. Intuitive Surgical Inc has better fundamentals but is significantly overvalued at the moment"
@CompoundingLab Avatar @CompoundingLab on X 2025-06-14 15:44:11 UTC XXX followers, 2779 engagements

"$SPX component #143 $EQIX OnePager Industry REIT - Specialty Stock Style Box Large Core Total Number of Employees 13606"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-21 09:58:00 UTC XXX 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."
@CompoundingLab Avatar @CompoundingLab on X 2025-07-15 18:00:01 UTC XXX followers, XXX engagements

"Cadence Design Systems Here I will explain the reasons why you should consider limiting exposure to $CDNS in your portfolio. X. 🧭 The Thesis Cadence Design Systems ($CDNS) currently trades at $XXX above our fair value estimate of $XXX. While the company boasts a formidable moat in electronic design automation and healthy recurring revenues its premium multiples and slowing end-market growth suggest limited upside. We adopt a neutral-to-bearish stance: strong fundamentals are largely priced in and margin expansion catalysts are waning. X. Historical background Founded in 1988 via the merger"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-14 12:48:08 UTC XXX followers, XXX engagements

"$AMD : Positioned for Sustained Growth in CPUs and AI GPUs 1/ Strategic Positioning and Market Outlook Advanced Micro Devices (AMD) stands as a powerhouse in the semiconductor industry leveraging deep expertise in digital chip design and a robust product portfolio spanning CPUs and GPUs for PCs servers and game consoles. AMD is one of just two major players in the graphics processing unit (GPU) marketa sector increasingly vital for artificial intelligence (AI) workloads. While Nvidia currently leads in AI GPUs AMDs technological prowess and expanding ecosystem are set to make it an"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-07 18:14:04 UTC XXX followers, XXX engagements

"$AMGN vs $REGN Today I am sharing with you A Definitive Comparison Amgen Inc vs Regeneron Pharmaceuticals Inc Summary: Amgen and Regeneron stand as two dominant forces in the biopharmaceutical industry each with distinct strengths and clear leadership in their domains. Amgen commands a diversified biologics-powered portfolio fortified by scale patents and robust cash flow generation. Regeneron on the other hand is a cutting-edge innovator excelling in scientific leadershipespecially in ophthalmology and immunologywith blockbuster products like EYLEA Dupixent (in partnership with Sanofi) and"
@CompoundingLab Avatar @CompoundingLab on X 2025-06-22 09:04:37 UTC XXX followers, 1147 engagements

"10/ Ill share our detailed asset allocation early August. ✅ Start your rebalancing today to sleep better tomorrow. Follow for upcoming guides on smart risk-aware investing"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-23 12:55:28 UTC XXX followers, XX engagements

"Stocks battle: $RCL vs $CCL 👐Drop a ticker below for your own OnePager or Stocks battle. You must be a follower and the company should have at least 10Y financials 🔽"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-10 14:02:00 UTC XXX 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"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-23 15:57:18 UTC XXX followers, XX engagements

"4/ Earnings yield and EPS deviation Earnings yield is at decent X% level as well rising from lower levels due to increase in EPS. However EPS are highly unstable and deviate significantly which is normal for Energy sector"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-23 14:55:17 UTC XXX followers, XX engagements

"Stocks Battle:🏗 Caterpillar Inc. $CAT vs 🌾 Deere & Company $DE These two companies are definitely leaders of their industry but they are not on my radar or watchlist. Obviously this does not mean they can not be attractive investments. Summary: Industry: Farm & Heavy Construction Machinery Trailing 10Y annual returns: CAT XXXXX% DE 19.76%. Valuation suggests that CAT is trading at XX% discount to fair value. If adjusted to FV within X years it will generate alpha 5%. The 2024 revenue downturn for both reflects economic headwinds customer fiscal caution and structural market adjustments"
@CompoundingLab Avatar @CompoundingLab on X 2025-06-19 20:12:13 UTC XXX followers, 1049 engagements

"$MCK OnePager I still remember this stock trading at 125$ in 2018. Since then it has outperformed the SPX500 in 5-year 3-year and even 1-year timeframes. This is a wonderful example of how improvement in ROIC and growth drives value. Currently the stock is trading at XX% premium to intrinsic value"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-10 20:02:50 UTC XXX followers, XXX engagements

"Procter & Gamble $PG vs Colgate-Palmolive $CL battle Today we are reviewing two well-known behemoths in Household & Personal Products: $PG vs $CL. This is a particularly interesting example for understanding the drivers of value creation. We can see that P/E is equal for both companies despite Colgates having much higher ROIC. We know that P/E is a relative valuation which is driven by ROIC and growth. From a historical perspective PG clearly does not deserve same P/E multiple as CL. Why so Because of lower ROIC. Revenue growth and margins are comparable. Looking at P/E alone is not enough in"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-22 14:01:01 UTC XXX followers, XXX engagements

"REIT behemoths: Prologis Inc $PLD vs Welltower Inc $WELL Summary: ✔ Prologis and Welltower are both giants in the REIT sector but they operate in very different arenasPrologis in logistics and industrial real estate Welltower in healthcare and senior living. ✔ Both have delivered strong earnings growth with Welltowers recent rebound outpacing Prologis. ✔ Valuation metrics show Welltower trading at a premium suggesting higher growth expectations but also more risk. 📈Financial Comparison Over the past decade both Prologis and Welltower have delivered similar modest returns on invested capital"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-08 19:01:08 UTC XXX followers, 3657 engagements

"5/ Growth trend Revenue growth is minimal on 10Y 5Y and Y/Y timeframes. Those who wish to enter this position should remember that energy sector is characterized with high cyclicality and slow EPS growth. Actually there is a slowdown expected in EPS of average SP500 Energy company going forward. Both in 2025 and 2026 this sector's EPS will not reach prior high recorded in 2022. Risk/reward should be evaluated carefully"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-23 14:55:17 UTC XXX followers, XX engagements

"Stocks battle $EMR vs $SU Ok so here we can see convergence on most charts in terms of historical indicators such as earnings yield ROIC (11%) NOPAT margin (12-14%). Price multiples are also very similar. But when we look at trend we can see an interesting story. During previous 10Y Schneider has delivered superior cumulative shareholder returns XX% (vs EMR 12%) driven by higher EPS growth and more stable operations. Lets dive deeper here to see what the drivers were behind this outperformance. Operating margin of SU was improving consistently in the last decade with the only exception of"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-17 10:01:00 UTC XXX followers, XXX engagements

"$WMB vs $EPD Industry: Oil & Gas Midstream"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-21 15:59:00 UTC XXX followers, XXX engagements

"$CMG Onepager Largest fast-casual chain restaurant in the United States with systemwide sales of $XXXX billion in 2024. Total Number of Employees 130k. $CMG stock outperformed SPX index on 3y 5y and 10Y timeframes but lagged in recent year. Former outperformance clearly came from improvement in ROIC (from mid-10th to XX% in 2024) and an impressive 10Y median revenue growth of 11%. Regarding the future prospects for this Company comparative sales growth is projected XXX% due to a weak consumer backdrop and average ROIC to hover around XX% during our explicit forecast exceeding the firms 10%"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-21 18:02:00 UTC XXX followers, XXX engagements

"Is someone holding $NVR stock Would like to do more research on this"
@CompoundingLab Avatar @CompoundingLab on X 2025-06-24 20:50:18 UTC XXX followers, XXX engagements

"Stocks battle: $GD vs $NOC Here we can see that companies have been performing in tandem - with very comparable metrics in most categories. Stock returns for Northrop were XX% on average outperforming General Dynamics by 4%. They both possess wide moat due to high switching costs intangible assets and cost advantage. Companies primarily sell to a single buyer which is the procurement arm of the US Department of Defense. (This is referred to as a monopsony in economics textbooks) Valuation favours Northrop Grumman as more attractively priced in relation to intrinsic value"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-16 17:58:00 UTC XXX followers, XXX engagements

"3/ Data Center and AI GPU Growth The data center segment is AMDs most exciting growth engine. Demand for AMDs EPYC server CPUs and Instinct AI GPUs is surging with the company projecting the total addressable market for AI accelerators to reach $XXX billion by 2028. While Nvidia is expected to capture the lions share hyperscale cloud providers and enterprise customers are actively seeking alternatives to diversify supply and foster competitionan environment in which AMD is emerging as the clear second source. AMDs ramp-up in AI GPU revenue is impressive: from nearly zero in 2023 to over $5"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-07 18:14:06 UTC XXX followers, XX engagements

"Stocks battle Sensata Technologies $ST vs Amphenol Corp $APH"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-04 17:51:50 UTC XXX followers, XXX engagements

"$SPX components with the smallest 10Y drawdowns"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-22 18:55:28 UTC XXX followers, XX engagements

"Stocks battle $ADP and $PAYX Any Onepager or stocks battle upon your request. Like comment and subscribe 👊"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-04 16:54:35 UTC XXX followers, XXX engagements

"$COF 9-year revenue CAGR of X% for Capital One Financial is roughly in line with the broader US banking and financial services industry"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-03 15:11:00 UTC XXX followers, XXX engagements

"$NEE NextEra Energy: Strategic Summary Price/fair value = XXXX (fairly valued) NextEra Energy combines the stability of its regulated utility Florida Power & Light (FP&L) with industry-leading growth from its renewable energy arm NextEra Energy Resources (NEER). This offers investors both a secure dividend and high growth potential in clean energy. FP&L benefits from constructive Florida regulation earning high allowed returns with little regulatory lag and adjustments for higher interest rates. The utility plans over $XX billion in investments through 2029 targeting solar expansion storm"
@CompoundingLab Avatar @CompoundingLab on X 2025-06-28 10:23:24 UTC XXX followers, XXX engagements

"Today $EVO reported. ROIC slightly improved compared to previous quarter. A bit concerning to see a decline in regulated revenue. Nevertheless I am maintaining my FV estimate @ 1100 SEK"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-17 20:18:52 UTC XXX followers, XXX engagements

"I believe you are trying to connect things which sometimes can not be connected. If company is already doing well even monkey can run it without harming too much. And the other way works as well - no matter how good CEO is if company is rotted no one can help. It's usually corporate culture who spoil good CEO not a good CEO save spoiled company"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-22 09:57:02 UTC XXX followers, 1088 engagements

"6/ ✅ S&P stocks with the lowest 10Y drawdowns: $PGR $JNJ $PEP $DUK $BDX $CL $CDNS Past performance doesnt guarantee future results"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-23 12:55:26 UTC XXX followers, XX engagements

"Today we are selling: $NVDA X shares $EVO XX shares And buying this instead: $LQD XX shares $USMV XX shares Purpose: portfolio reallocation and de-risking"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-16 15:01:11 UTC XXX followers, XXX engagements

"Don't tell me you can outperform the market. If you really want to be a stockpicker you have to accept that in long-term you will underperform the index. There is a XX% chance of this happening. If you are fine with it go and pick. If you think you are that X% cohort skilled picker I have more bad news for you - you need to reassess your skills and be more humble. Really skilled managers don't puff around in public they beat silently and with evidence. $SPY $VOO $VGT"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-16 11:41:15 UTC XXX followers, XXX engagements

"@PeterSchiff It's like russian government fining Google for X trln"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-20 16:52:24 UTC XXX followers, XXX engagements

"$TMO vs $A Both Thermo Fisher Scientific and Agilent Technologies are strong players in the Diagnostics & Research industry backed by wide economic moats rooted in high switching costs strong customer relationships and proprietary technologies. While Agilent has shown slightly better recent ROIC Thermo Fisher edges ahead with superior EPS growth and a significantly more attractive valuation. With TMO trading at a XX% discount to its fair value and offering a potential XX% alpha over the next three years I favour Thermo Fisher as the more compelling investment opportunity at current levels."
@CompoundingLab Avatar @CompoundingLab on X 2025-06-25 16:18:15 UTC XXX followers, 1389 engagements

"$SPX component #122: $CTAS This is interesting one Cintas has roots tracing back to 1929 during which the Farmer family cleaned and re-sold dirty rags to manufacturing plants in Ohio. The firm has grown its business organically and through acquisitions and today Cintas acts as a one-stop outsourcing partner for businesses. Cintas will design manufacture collect and clean every employee uniform for a small weekly sum taking on the upfront capital expense itself. In the same stop Cintas can also replace soiled or depleted mats mops trash liners towels first aid fire and cleaning products. And"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-14 16:20:43 UTC XXX followers, XXX engagements

"5/✅ Consider rebalancing now while S&P is near ATH. Increase exposure to low-volatility ETFs to 30-40% of your portfolio: $SHY $SPHD $USMV $LQD $IEF $SPLV $AGG (I currently hold X of these XX% of my portfolio and plan to add more.)"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-23 12:55:26 UTC XXX followers, XX engagements

"Stocks battle: $MDLZ vs $HSY These are two Wide Moat companies operating in Confectionery industry. Historically Hershey consistently generated higher ROIC than Mondelez. The reason behind this is a much higher portion of Goodwill and Intangibles on Mondelezs balance sheet which reflects a growth-by-acquisition model applied by MDLZ. Hershey also achieved higher revenue growth and better margins. However in 2024 neither of them achieved any meaningful revenue growth. The Hershey Co is currently trading at lower P/E and Price/FV multiples. HSY is also currently in its largest drawdown in 15"
@CompoundingLab Avatar @CompoundingLab on X 2025-07-15 12:01:00 UTC XXX followers, XXX engagements