@DD17_Capital Avatar @DD17_Capital Daniel's Deep Dive

Daniel's Deep Dive posts on X about business, deep, in the, $bmi the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 50.49% cryptocurrencies 28.16% finance 27.18% fashion brands 4.85% technology brands 4.85% currencies 1.94% luxury brands 0.97%

Social topic influence business 19.42%, deep 16.5%, in the 14.56%, $bmi #11, growth 13.59%, strong 11.65%, $grg 9.71%, $rol #1, $tpl 7.77%, meter 6.8%

Top accounts mentioned or mentioned by @qualityinvest5 @realroseceline @tuomstuomstuoms @dividenddynasty @returnoncap @manuinvests @stockmktnewz @dd17capital @pimplefresh @dutchinvestors @longequity @qualitystocksa @deepicevalue @richardwedekin1 @triberuffner @timelesscpnd @invest091 @themotleyfool @koyfincharts @findingmoats

Top assets mentioned Bridge Mutual (BMI) RigoBlock (GRG) Rollins, Inc. (ROL) Texas Pacific Land, Corp. (TPL) S&P Global Inc (SPGI) Celsius Holdings, Inc. Common Stock (CELH) Autodesk Inc (ADSK) Moody's Corporation (MCO) Ecolab Inc. (ECL) Planet Fitness, Inc. (PLNT) Lululemon Athletica Inc (LULU) Reality Metaverse (RMV) Intuitive Surgical, Inc. (ISRG) Bentley Systems Inc (BSY) Procore Technologies, Inc. (PCOR) Xylem Inc (XYL) Monster Beverage Corp (MNST) Mastercard, Inc. (MA) LandBridge Company LLC (LB) PepsiCo, Inc. (PEP) Coca-Cola Co (KO) Mueller Water Products, Inc. (MWA) WaterBridge Infrastructure LLC (WBI) Convex Finance (CVX)

Top Social Posts

Top posts by engagements in the last [--] hours

"A few weeks ago I came across a hidden software champion and thought it was worth a Deep Dive. Well here we go: $ADSK $BSY $PCOR #Investing #TechStocks #Stocks #Growthstocks #fintwit https://open.substack.com/pub/danielsdeepdive1/p/nemetschek-the-hidden-champion-behindr=5kab0z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/danielsdeepdive1/p/nemetschek-the-hidden-champion-behindr=5kab0z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-09-01T13:35Z [---] followers, [----] engagements

"Midweek I'll publish a new Learning article on why leadership and the CEO matter and what red flags retail investors should watch for. Next week another Deep Dive is coming either on $GRG or $CELH. Until then check out my latest on $NEM.DE. #investing #StockMarket #fintwit A few weeks ago I came across a hidden software champion and thought it was worth a Deep Dive. Well here we go: https://t.co/CUO4tGouwf $ADSK $BSY $PCOR #Investing #TechStocks #Stocks #Growthstocks #fintwit https://t.co/YAPjzSlGFV A few weeks ago I came across a hidden software champion and thought it was worth a Deep Dive."
X Link 2025-09-08T16:56Z [---] followers, [---] engagements

"I just had to share this chart with you. Despite all the crises Rollins just kept growing. But it also has a long term moat strong margins and low leverage. From my point of view Rollins ticks all the boxes of a quality compounder. $ROL $ECL $RTO"
X Link 2025-11-03T14:30Z [---] followers, [----] engagements

"The more boring and consistent the business model the better. I cant think of any company that reflects these qualities better than $ROL"
X Link 2025-12-04T14:15Z [---] followers, [---] engagements

"Today Im taking a closer look at Badger Meter $BMI. A quiet compounder operating in the fast growing smart water infrastructure market delivering 20% annual returns over the past decade and raising its dividend for [--] straight years. Deep Dive available for free on SS"
X Link 2026-01-06T14:35Z [---] followers, [----] engagements

"Some time ago I took a closer look at $NEM.DE. Its a smaller competitor to $ADSK. It's a fast growing business thanks to low digitalization in construction margins are solid and the moat is incredibly deep due to tight integration into workflows and the resulting high switching costs. https://twitter.com/i/web/status/2014118207787782460 https://twitter.com/i/web/status/2014118207787782460"
X Link 2026-01-21T23:29Z [---] followers, [---] engagements

"Visas Q1 numbers look solid as always. Its one of those sleep-well-businesses in your portfolio where you never have to worry about. $V $MA"
X Link 2026-01-29T21:18Z [---] followers, [---] engagements

"After a few deep dives I felt its time for another market overview. This time it will be the fitness and wellness space. Gonna closer look at the market its dynamics and the most promising businesses. $PLNT $BFIT $LULU $CELH"
X Link 2026-01-31T13:55Z [---] followers, [---] engagements

"The gym market is expected to grow around 10% per year over the next years. Pretty solid tailwind for gym chains nutrition wearables and apparel. Industry overview coming next week covering some of the most promising businesses in this space. $BFIT $LULU $CELH $PLNT"
X Link 2026-02-02T14:30Z [---] followers, [----] engagements

"When you truly understand a business and have conviction in its quality the -12% are pretty irrelevant. $SPGI $MCO $SPGI and $MCO are two of the highest quality companies on the planet. Both have turned into 20-baggers since the early 2000s. But can they keep compounding and which one deserves a spot in your portfolio Read the deep dive: https://t.co/lT1d60epMZ #Investing #StockMarket https://t.co/4dzgdmgnpe $SPGI and $MCO are two of the highest quality companies on the planet. Both have turned into 20-baggers since the early 2000s. But can they keep compounding and which one deserves a spot"
X Link 2026-02-03T18:24Z [---] followers, [---] engagements

"@returnoncap Anyone who believes that hasnt understood $SPGI's business model. Anyway Ill take the buy opportunity"
X Link 2026-02-03T18:40Z [---] followers, [---] engagements

"Today Im taking a closer look at the fast growing fitness market: from gym chains to equipment nutrition wearables and apparel. And also [--] companies that could benefit from this trend and are worth watching for investors. $PLNT $BFIT $LULU $CELH"
X Link 2026-02-04T14:40Z [---] followers, [---] engagements

"@QualityInvest5 Pretty unfortunate theyre not listed. Wouldve been an interesting shovel seller 😉"
X Link 2026-02-08T22:11Z [---] followers, [----] engagements

"@tuomstuomstuoms @QualityInvest5 Yeah its the medical technology division of Zeiss. Apart from the parent company it has nothing to do with the $ASML supplier"
X Link 2026-02-08T23:01Z [---] followers, [--] engagements

"@QualityInvest5 Yeah sure. I mean a shovel seller for the shovel seller $ASML"
X Link 2026-02-08T23:02Z [---] followers, [---] engagements

"@DividendDynasty Imho just looking at the P/E is too simplistic. You also have to factor in the slowing growth and the lower margins after the IHS acquisition. I have a position myself and Im convinced about $SPGI long term but you still need to look at the whole picture"
X Link 2026-02-11T17:52Z [---] followers, [---] engagements

"@ManuInvests I think AI is just part of the story. Growth is slowing and margins have weakened since the IHS acquisition. Its still a great business but imho the revaluation is totally justified"
X Link 2026-02-11T20:26Z [---] followers, [--] engagements

"Ah okay. I didnt get your joke :( I think you can't go too wrong with a position in $SPGI in the current situation. I assume well see earnings growth of around 1013% over the next few years and the price should follow in that range over the medium to long term. Even if this might sound too negative that's not the case. I stay invested. https://twitter.com/i/web/status/2021688028662485389 https://twitter.com/i/web/status/2021688028662485389"
X Link 2026-02-11T20:49Z [---] followers, [---] engagements

"Today Texas Pacific Land $TPL announced a strategic partnership with Bolt to develop large scale data centers on TPL land including a $50m equity investment. In the short term this is unlikely to have a meaningful impact but over the long run it could open up an interesting additional revenue opportunity. https://twitter.com/i/web/status/2001335139624784059 https://twitter.com/i/web/status/2001335139624784059"
X Link 2025-12-17T16:54Z [---] followers, [----] engagements

"The easiest way for a company to grow is when its riding a growing market. The smart water meter market is expected to grow around 10.3% per year over the next five years. Sounds like a pretty solid setup for $BMI and peers like $XYL or $MWA"
X Link 2025-12-30T17:20Z [---] followers, [---] engagements

"At first glance Badger Meter looks way more expensive than Xylem. But once you look at the full picture it might not be that simple. Valuation only really makes sense in the context of the whole business metrics and the industry. So lets dive a bit deeper into it 😉 $BMI $XYL"
X Link 2026-01-01T13:45Z [---] followers, [---] engagements

"Done with my research on Badger Meter. Starting to write now. Deep dive should drop around mid next week. $BMI $XYL"
X Link 2026-01-03T21:47Z [---] followers, [---] engagements

"Over the past months I focused on finding quality businesses like Texas Pacific Land or Badger Meter. Over the next weeks Ill slow that down a bit and share updates on companies Im revisiting like Games Workshop or Friedrich Vorwerk. $TPL $BMI $GAW $GAW.L $MBB.SE"
X Link 2026-01-09T14:25Z [---] followers, [---] engagements

"Quality content Highly recommended for anyone interested in LandBridge and Texas Pacific Land. $LB $TPL Friend's: In the comment section below is my latest article on LandBridge. $lb $wbi $tpl $cvx https://t.co/QhDGnoNSZ7 Friend's: In the comment section below is my latest article on LandBridge. $lb $wbi $tpl $cvx https://t.co/QhDGnoNSZ7"
X Link 2026-01-19T22:24Z [---] followers, [----] engagements

"Markets could get more turbulent which makes it even more important to know you own quality businesses. One of those is the Belgian family owned company Lotus Bakeries which I took a closer look at. $LOTB.BR $LOT.B I just published my deep dive into Lotus Bakeries. Check it Out - it could be a sweet opportunity for your portfolio 😉 https://t.co/FmRnoi0ewP #investing #stocks #StockAnalysis #InvestmentOpportunities #longterminvesting https://t.co/rvVOkt6veA I just published my deep dive into Lotus Bakeries. Check it Out - it could be a sweet opportunity for your portfolio 😉"
X Link 2026-01-21T14:30Z [---] followers, [---] engagements

"Badger Meter just reported Q4 and the market clearly didnt like that organic growth came way weaker than expected. In my deep dive I look at what could come next and whether the current price might actually be a buying opportunity for long-term investors. $BMI Today Im taking a closer look at Badger Meter $BMI. A quiet compounder operating in the fast growing smart water infrastructure market delivering 20% annual returns over the past decade and raising its dividend for [--] straight years. Deep Dive available for free on SS. https://t.co/5vI9BJtEhe Today Im taking a closer look at Badger"
X Link 2026-01-28T23:25Z [---] followers, [---] engagements

"The current SaaS sell-off has also hit companies that arguably shouldnt be part of it. Imho this could create some interesting opportunities for investors. I took a closer look at one of them a while ago. $NEM $NEM.DE $ADSK A few weeks ago I came across a hidden software champion and thought it was worth a Deep Dive. Well here we go: https://t.co/CUO4tGouwf $ADSK $BSY $PCOR #Investing #TechStocks #Stocks #Growthstocks #fintwit https://t.co/YAPjzSlGFV A few weeks ago I came across a hidden software champion and thought it was worth a Deep Dive. Well here we go: https://t.co/CUO4tGouwf $ADSK"
X Link 2026-01-30T17:40Z [---] followers, [---] engagements

"Time for a new deep dive This time Im diving into Rightmove plc a near monopoly in the UK property portal market with roughly an 85% market share. Pretty excited to find out more about this business and share it with you. $RMV"
X Link 2026-02-05T19:14Z [---] followers, [---] engagements

"In case youre wondering if AI could disrupt the ratings and market intelligence business of S&P Global I highly recommend reading the book Credit Rating Agencies. It explains the business model the market and S&Ps moat in a very clear and accessible way. $SPGI $MCO"
X Link 2026-02-11T14:25Z [---] followers, [----] engagements

"Rightmove shows pretty solid growth and high margins in the boring real estate market. Thats what Im looking for. $RMV $RMV.L"
X Link 2026-02-14T12:33Z [---] followers, [---] engagements

"A lot of SaaS names came down cause of the current AI narrative. If youre thinking about investing in that space this is a great article to start with. Link to free article in the comments. $ADBE $ADSK $CRM $MNDY $MSFT $CSU"
X Link 2026-02-15T21:45Z [---] followers, [---] engagements

"My Deep Dive on Rollins is finally out It might look boring at first glance but its one of the highest-quality businesses Ive seen in a long time. What makes Rollins a true quality compounder and when it might be worth investing you can find out in the article. $ROL $RTO"
X Link 2025-11-06T14:34Z [---] followers, [----] engagements

"Lotus delivers as usual. Revenue up 10% and earnings up 13%. Pretty impressive organic growth for a boring family owned cookie business. $LOTB.BR $LOT.B $LOTB"
X Link 2026-02-06T14:28Z [---] followers, [---] engagements

"Pretty unpopular opinion (at least over the last two years): even with great businesses investors shouldnt pay any price and rather wait for a reasonable entry point. $LOTB $LOT.BR $LOT.B"
X Link 2026-02-06T16:33Z [---] followers, [---] engagements

"Rightmove has an impressive 85% share of the UK property portal market and still manages to grow waaay faster than the market. Doing my research. Deep dive coming soon. $RMV $RMV.L"
X Link 2026-02-08T13:55Z [---] followers, [---] engagements

"One of the most interesting and by far the most comprehensive deep dive on Constellation Ive read. It not only gives a great overview of the business model management and competitive landscape but also addresses the current challenges. Highly recommended and definitely worth your time. $CSU Here it is My 10.000+ words Constellation Software Deep Dive. $CSU is on one of it's biggest drawdowns ever. Before today it never experienced a drawdown over 20% but now it's down over 50% from it's all-time high. Whether you like CSU or not. I think it's a perfect https://t.co/a141N6kxcM Here it is My"
X Link 2026-02-08T22:04Z [---] followers, [---] engagements

"Imagine a simple cookie business growing revenues at about 11% a year for a decade with dividends compounding at around 20%. I know this sounds kinda unrealistic. But here we are. $LOTB $LOT.BR $LOT.B"
X Link 2026-02-09T14:40Z [---] followers, [---] engagements

"Back to my deep dives Rightmove and REA have very similar business models and dominant positions in their local markets. As part of my next article Ill have a look at both and compare them. $RMV $RMV.L $REA $REA.AX"
X Link 2026-02-10T14:25Z [---] followers, [---] engagements

"Rollins just reported its [----] numbers and is trading -13% after hours. Would be really nice to have a deep dive to give some context oh wait 😎 $ROL My Deep Dive on Rollins is finally out It might look boring at first glance but its one of the highest-quality businesses Ive seen in a long time. What makes Rollins a true quality compounder and when it might be worth investing you can find out in the article. $ROL $RTO https://t.co/UhAFRAlOi6 My Deep Dive on Rollins is finally out It might look boring at first glance but its one of the highest-quality businesses Ive seen in a long time. What"
X Link 2026-02-11T22:33Z [---] followers, [---] engagements

"One of the most interesting and by far the most comprehensive deep dive on $CSU Ive read. It not only gives a great overview of the business model management and competitive landscape but also addresses the challenges. Highly recommended and definitely worth your time. https://t.co/ZeSJpTGQs5 https://t.co/ZeSJpTGQs5"
X Link 2026-02-11T23:32Z [---] followers, [----] engagements

"Especially when those oligopolies are also protected by a wide moat and hard to break even over the long term. $MCO $SPGI Avoid harsh competition Look for monopolies and oligopolies . They tend to outperform over the long run Which other oligopolies do you know https://t.co/3UFLhSja59 Avoid harsh competition Look for monopolies and oligopolies . They tend to outperform over the long run Which other oligopolies do you know https://t.co/3UFLhSja59"
X Link 2026-02-09T22:04Z [---] followers, [---] engagements

"If youre not sure how to think about S&P Global right now this deep dive might be useful. I give a quick growth outlook and share the price level where Id personally consider buying. $SPGI $MCO $SPGI and $MCO are two of the highest quality companies on the planet. Both have turned into 20-baggers since the early 2000s. But can they keep compounding and which one deserves a spot in your portfolio Read the deep dive: https://t.co/lT1d60epMZ #Investing #StockMarket https://t.co/4dzgdmgnpe $SPGI and $MCO are two of the highest quality companies on the planet. Both have turned into 20-baggers"
X Link 2026-02-10T14:34Z [---] followers, [---] engagements

"Full free article: https://open.substack.com/pub/legant03/p/the-software-bloodbath-panic-or-opportunityr=5kab0z&utm_campaign=post&utm_medium=web https://open.substack.com/pub/legant03/p/the-software-bloodbath-panic-or-opportunityr=5kab0z&utm_campaign=post&utm_medium=web"
X Link 2026-02-15T21:45Z [---] followers, [--] engagements

"@StockMKTNewz Thats because people in the UK would rather go to $GRG 😜"
X Link 2025-09-23T18:02Z [---] followers, [--] engagements

"Dude worst Deep Dive ever Every time I start researching Greggs I just get hungry😃 $GRG #Greggs #investing #stocks #DeepDive #ValueInvesting #UKstocks #consumerstaples"
X Link 2025-09-24T13:30Z [---] followers, [---] engagements

"Although $GRG with around [----] stores in the UK is even larger than Subway and $MCD it still manages to grow strongly. Beyond new stores it boosts revenue per location by expanding its menu and reaching new customer groups. #Investing #UKStocks #fintwit #ConsumerStocks"
X Link 2025-09-26T19:32Z [---] followers, [---] engagements

"When I first started digging into $GRG I thought how much growth could really be left here Turns out a lot. With new capacity coming they could expand to nearly [----] shops in the next years which is more than 30% above todays level. #UKStocks #UKRetail #ConsumerStocks"
X Link 2025-09-29T13:30Z [---] followers, [---] engagements

"Finishing the last research for my Deep Dive on $GRG coming later this week or early next. Until then last reminder about my Deep Dive on $CELH. With $PEP backing they want to conquer the energy drink market and I take a close look at whether thats achievable. $MNST $KO The story of Celsius is one of highs and lows. From a struggling niche player to one of the fastest-growing beverage companies in the U.S. I explore how it got here and what the future could hold. Read it here: https://t.co/6tcdgKMHgx #Celsius #investing $CELH $PEP #fintwit https://t.co/suwYdx6FOH The story of Celsius is one"
X Link 2025-09-29T16:12Z [---] followers, [---] engagements

"Quick update: The $GRG Deep Dive is coming early next week In the meantime as a thank you for your patience Ill share an article on classic investing biases and how to avoid them. #FinTwit #investing #stockmarket #UKStocks #ConsumerStocks #InvestorMindset #BehavioralFinance"
X Link 2025-10-01T13:30Z [---] followers, [---] engagements

"Today $GRG released its Q3 results. Overall they were somewhat mixed with around 6.1% revenue growth and 1.5% like-for-like sales growth. Ill take a closer look and of course factor this into the Deep Dive coming next week. #UKStocks #UKRetail #ConsumerStocks #StockMarket"
X Link 2025-10-01T14:48Z [---] followers, [---] engagements

"Deep Dive on $GRG is done and coming tomorrow After all that food research Ive definitely gained a few pounds. Maybe I should do a Deep Dive on $PLNT next 😅"
X Link 2025-10-06T16:30Z [---] followers, [---] engagements

"Is the UKs leading snack chain a free lunch for investors or a classic value trap Find out in my latest Deep Dive: $GRG #UKStocks #StockMarket #fintwit #GrowthStocks #ValueInvesting #ConsumerStocks #RetailStocks https://open.substack.com/pub/danielsdeepdive1/p/greggs-free-lunch-or-value-trapr=5kab0z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/danielsdeepdive1/p/greggs-free-lunch-or-value-trapr=5kab0z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-07T13:35Z [---] followers, [---] engagements

"Added a new position to my portfolio today. A family-owned company that grows organically is highly profitable and still trades below fair value. Next up: my Deep Dive on the grid infrastructure sector and its key players coming next week. $EXC $PWR $PRYMY $NGG $PRY.MI $NEX.PA"
X Link 2025-10-17T12:27Z [---] followers, [---] engagements

"The next Deep Dive takes us to Rollins and the world of pest control: a highly non-cyclical business with a strong competitive position and pricing power. Ill take a closer look over the next week and share my findings.🤓 $ROL $ECL $RTO"
X Link 2025-10-27T14:30Z [---] followers, [---] engagements

"A closer look at the pest control market especially Rollins shows how asset-light these businesses are and how steady and resilient their growth has been. Not the worst combination for investors. $ROL $ECL $RTO"
X Link 2025-10-30T14:45Z [---] followers, [---] engagements

"Very strong Q3 from $ROL. Revenue was up [--] percent and EPS grew [--] percent. I will take a closer look over the next few days and include the new numbers and recent developments in my Rollins deep dive coming next week"
X Link 2025-10-30T21:45Z [---] followers, [---] engagements

"My Deep Dive on $ROL is almost finished and will be out early next week Not to spoil too much but its a quality business"
X Link 2025-10-31T14:35Z [---] followers, [---] engagements

"Writing took a bit longer than expected but the Deep Dive on Rollins is finally finished and will be released tomorrow. $ROL $ECL $RTO"
X Link 2025-11-05T19:24Z [---] followers, [---] engagements

"I made my decision. After I publish the article about my buy list the next deep dive will be about Intuitive Surgical $ISRG. Robotic surgery is a field I have never really explored in detail before but the numbers already look promising. Pretty excited"
X Link 2025-12-01T14:30Z [---] followers, [---] engagements

"I am currently diving into Intuitive Surgical $ISRG and was surprised to learn that the da Vinci System was used in more than [--] million procedures across [--] countries in [----]. And that is still only a small fraction of the overall market with plenty of growth ahead"
X Link 2025-12-08T17:00Z [---] followers, [---] engagements

"Since a few of you are into $TPL you should definitely keep an eye on this guy 😉 @DD17_Capital I think its stellar likely next weeks deep dive. I am trying to understand if they can pivot off of oil royalties over time. Almost 1m acres of fully paid off land is crazy. @DD17_Capital I think its stellar likely next weeks deep dive. I am trying to understand if they can pivot off of oil royalties over time. Almost 1m acres of fully paid off land is crazy"
X Link 2025-12-08T22:02Z [---] followers, [---] engagements

"Even though $LOTB has lost around 30% over the past year it still looks quite expensive to me. At the same time the fundamentals and the outlook remain very strong. I mean which non cyclical consumer company can claim to have grown 14% per year over the last decade"
X Link 2025-12-09T14:15Z [---] followers, [---] engagements

"Hey Will one of $GRG's most important competitive advantages is its position as a price leader. They are cheaper than places like Subway or Pret A Manger and that is a key part of their moat. At the same time their biggest expenses are labour and energy. So when the minimum wage goes up as it has recently their costs rise significantly. Yet their pricing power is quite limited because raising prices too much would undermine their advantage. Long story short their margins are thin and quite sensitive. The second point is scalability. Here as well the issue is tied to a competitive advantage."
X Link 2025-12-09T15:01Z [---] followers, [--] engagements

"Im almost done with the Intuitive Surgical $ISRG deep dive and think itll be out on Thursday or Friday. I also used the quiet weekend to look at a few new companies I might share with you over the next weeks. I think there are some really exciting ones in there"
X Link 2025-12-14T14:35Z [---] followers, [---] engagements

"A quick look at Intuitive Surgicals performance shows that over the past [--] years investors made an annual return of about 23.5%. The real question is whether they can keep that going in the years ahead. $ISGR"
X Link 2025-12-15T14:30Z [---] followers, [---] engagements

"According to Grand View Research the market for surgical robotic systems is expected to grow at a CAGR of 12.4% over the next [--] years reaching up to [--] billion USD. Pretty good conditions for companies like $ISRG that hold a key position in this market. $SYK $JNJ $SNN"
X Link 2025-12-15T17:30Z [---] followers, [---] engagements

"After every deep dive I struggle deciding which company to take a closer look at next. There are so many names on my list and Im pretty excited to share them with you. Sometimes I also get great tips from you like $LB after my $TPL deep dive. So Im always open to your suggestions even though I unfortunately cant cover all of them. https://twitter.com/i/web/status/2003112163070853215 https://twitter.com/i/web/status/2003112163070853215"
X Link 2025-12-22T14:35Z [---] followers, [---] engagements

"Just got two messages asking what happened to $TPL and why the stock is down 60%. No worries though its just a [--] for [--] stock split"
X Link 2025-12-23T11:30Z [---] followers, [---] engagements

"Our next deep dive takes us into the world of water infrastructure. We are talking about a business with 19% annual returns over [--] yrs 19% FCF margins and growth at double digit rates. With that being said time to take a closer look at Badger Meter $BMI"
X Link 2025-12-23T14:30Z [---] followers, [----] engagements

"@realroseceline Hey Rose didnt know you were familiar with $BMI. Die you take a closer look at it"
X Link 2025-12-23T15:28Z [---] followers, [---] engagements

"Im currently taking a closer look at $BMI and didnt come to a final conclusion yet. Some interesting insights: AMI penetration among U.S. utilities is still only around 40% and were right in the middle of the replacement cycle so theres still plenty of growth ahead. On top of that the company is becoming less cyclical thanks to its SaaS revenues which are growing at roughly 30% per year and already make up about 7% of total revenue. Overall it looks quite promising but Ill share my final thoughts next week. https://twitter.com/i/web/status/2005678178917081235"
X Link 2025-12-29T16:31Z [---] followers, [---] engagements

"Pretty hyped about my next deep dive. The numbers already look very promising $BMI"
X Link 2025-12-30T14:30Z [---] followers, [---] engagements

"$BMI might be also interesting for dividend investors. At first glance the current yield of 0.8% looks pretty low but the dividend has been raised for [--] years in a row and grown around 15.5% per year over the past [--] years"
X Link 2025-12-31T13:00Z [---] followers, [---] engagements

"Pretty strong FCF growth over the past few years but the big question is whether it can continue. Im currently taking a closer look and will share my take next week in my deep dive on $BMI"
X Link 2026-01-02T13:55Z [---] followers, [---] engagements

"@pimplefresh @realroseceline Hey as promised just wanted to let you know that the $BMI deep dive is out now"
X Link 2026-01-06T18:33Z [---] followers, [--] engagements

"@DutchInvestors Pretty sure it's Service Corporation International $CSI. Let me know your opinion on it"
X Link 2026-01-07T13:44Z [---] followers, [--] engagements

"Hey Mehmet Im not sure if you were asking me @long_equity. So Ill give a quick reply anyway: I just published my deep dive on $BMI yesterday (link in bio) and see it as a solid business but I wouldn't buy it at the current price. You can find the detailed reasoning in the deep dive. If you have any questions feel free to reach out. https://twitter.com/i/web/status/2008935962227683496 https://twitter.com/i/web/status/2008935962227683496"
X Link 2026-01-07T16:17Z [---] followers, [---] engagements

"Hey Timeless the problem is that many analysts and the market assumed that the strong growth of recent years would simply continue. But thats not the case. A large part of it was catch-up effects after Covid and acquisitions. Now growth is normalizing again and over the medium term we should return to a more reasonable valuation"
X Link 2026-01-07T16:24Z [---] followers, [--] engagements

"@DividendDynasty So you're long $DLG😜"
X Link 2026-01-07T17:18Z [---] followers, [---] engagements

"Norbit ASA seems like a pretty interesting business. Looks like this could be one of my next deep dives. $NORBT.OL $NORBT"
X Link 2026-01-13T14:45Z [---] followers, [---] engagements

"Norbit has grown quite a bit over the past few years and applications for sonar systems in defense underwater drones and maritime use are becoming more and more important. So there might be a lot of growth ahead. $NORBT.OL $NORBT"
X Link 2026-01-17T13:30Z [---] followers, [---] engagements

"With rising EU spending on defense and surveillance companies providing sonar and underwater detection for defense and maritime monitoring should benefit. Especially those based in the EU. Pretty good setup for a company like Norbit. $NORBT.OL $NORBT"
X Link 2026-01-19T14:35Z [---] followers, [---] engagements

"With an EBIT CAGR of roughly 67% over the past [--] years since its IPO Norbit delivered some pretty impressive growth. Looking ahead imho growth of 20%+ over the next few years doesnt seem unrealistic for the next [--] years. Deep dive should be ready next week. $NORBT.OL $NORBT"
X Link 2026-01-20T14:35Z [---] followers, [---] engagements

"@Quality_stocksA I guess we share the love for boring businesses like $ROL. Theyll never trend here but they quietly compound in the background"
X Link 2026-01-21T23:32Z [---] followers, [--] engagements

"Just finished my research on Norbit ASA and I'm pretty excited to share it with you. Deep dive coming next week. $NORBT.OL $NORBT"
X Link 2026-01-24T21:31Z [---] followers, [---] engagements

"@DeepIceValue Crazy idea: you can reduce company specific risk by splitting a position you would normally build into two positions in $V and $MA. You basically get the same business model with very similar fundamentals but with better diversification"
X Link 2026-01-25T01:19Z [---] followers, [---] engagements

"Love it when management thinks long term and those growth investments actually pay off. Deep dive coming mid week $NORBT.OL $NORBT"
X Link 2026-01-26T14:29Z [---] followers, [---] engagements

"Can someone pls help me to understand why people love $UNH It operates in a highly regulated market profitability is pretty low and capped and growth opportunities seem limited"
X Link 2026-01-27T15:29Z [---] followers, [---] engagements

"After almost two weeks of reading and researching my deep dive on Norbit ASA is finally out. This one might be interesting for long term investors focused on growth. $NORBT.OL $NORBT New deep dive is out. Since [----] this company has grown revenue by 30% per year. Today it benefits from strong tailwinds in defense energy and infrastructure. We explore whether the success story can continue and at what price it becomes attractive. Free deep dive on SS. https://t.co/XurpitTBiE New deep dive is out. Since [----] this company has grown revenue by 30% per year. Today it benefits from strong tailwinds"
X Link 2026-01-29T14:25Z [---] followers, [---] engagements

"@RichardWedekin1 I still dont know what $SAP was priced for. It was never the high quality business the valuation suggested. Now its showing even weaker numbers and the market finally seems to wake up"
X Link 2026-01-29T21:24Z [---] followers, [---] engagements

"@TribeRuffner @TimelessCpnd @invest091 In my deep dive I came up with an entry price of around [---] USD but that obviously depends on my assumptions. You might assuming stronger growth higher profitability or just a lower margin of safety than I did"
X Link 2026-01-31T20:35Z [---] followers, [--] engagements

"@themotleyfool In [----] $MNST was still called Hansen Beverage Company and had nothing to do with energy drinks. So buying it in [----] would have been pure luck. But even investing after the launch of its energy drink in [----] you would have earned about 25% per year"
X Link 2026-01-31T22:24Z [---] followers, [---] engagements

"A company that might be interesting for long-term investors: $LOTB.BR combines family ownership strong margins and a brand moat all wrapped in a product with unmistakable taste. To accelerate further growth it recently entered a global partnership with $MDLZ"
X Link 2025-05-22T14:30Z [---] followers, [---] engagements

"What might be even more interesting than Monster Beverages Q3 numbers is the announcement to launch a new energy line targeting female consumers as a direct competitor to Alani Nu. $MNST $CELH $PEP $KO"
X Link 2025-11-06T21:44Z [---] followers, [---] engagements

"Imagine a company with [--] percent profit growth over the past [--] years an [--] percent EBITDA margin a [--] percent free cash flow margin and no net debt. It sounds almost too good to be true. But that is Texas Pacific Land. I am taking a very close look at it in my deep dive and will explain whether these numbers are sustainable and at what price an entry might make sense. Coming soon $TPL https://twitter.com/i/web/status/1990789593344458960 https://twitter.com/i/web/status/1990789593344458960"
X Link 2025-11-18T14:30Z [---] followers, [---] engagements

"@KoyfinCharts That is pretty easy to explain. $DGE is facing declining revenues falling margins and studies suggesting that alcohol consumption will continue to decrease"
X Link 2025-12-08T21:15Z [---] followers, [----] engagements

"Brand moats can look strong until theyre not. $ANF was once iconic but faded as trends shifted. Few brands like $AAPL or $RMS.PA manage to stay relevant for decades. Only a handful of brands truly offer a lasting moat and a long-term investment case. #investing #StockMarket"
X Link 2025-05-18T19:28Z [---] followers, [--] engagements

"$RMS.PA is a family-led quality compounder with long-term focus strong brand moat and organic growth. While peers like $MC.PA show weakness Herms stands out. Right now instead of sleeping I'm working on my deep dive on this fascinating company. Coming next week. Stay tuned. WOW $LVMH $RMS.PA WOW $LVMH $RMS.PA"
X Link 2025-05-29T22:29Z [---] followers, [---] engagements

"Todays spotlight is on $RMS.PA a family-owned luxury stock that outperformed $MC.PA and $KER.PA with timeless style strong growth and outstanding returns. What sets it apart is it a smart long-term buy and at what price it might make sense to buy 👉 https://tinyurl.com/DDD-Hermes https://tinyurl.com/DDD-Hermes"
X Link 2025-06-03T13:25Z [---] followers, [---] engagements

"While brands like $NKE or $LULU are tied to short-term fashion trends and economic cycles $RMS.PA targets ultra-wealthy clients and timeless style. This focus shields the brand from volatility and has enabled it to grow even during major crises. #Investing #Moat #Stocks"
X Link 2025-06-04T19:20Z [---] followers, [---] engagements

"@Finding_Moats Impressive numbers. But two things still bother me a bit. The strong dependence on the Asian market and the very high valuation. Apart from that $RMS.PA is a quality compounder"
X Link 2025-07-30T07:03Z [---] followers, [--] engagements

"$SPGI and $MCO are two of the highest quality companies on the planet. Both have turned into 20-baggers since the early 2000s. But can they keep compounding and which one deserves a spot in your portfolio Read the deep dive: #Investing #StockMarket https://tinyurl.com/DDD-SandM https://tinyurl.com/DDD-SandM"
X Link 2025-07-23T13:35Z [---] followers, [----] engagements

"Today I am taking a closer look at $TPL. A company with 26% profit growth over ten years a 65% FCF margin and about 37% annual returns since [----]. I break down whether this success story can continue and at what price investors should consider an entry. Free deep dive on SS 😉"
X Link 2025-11-27T14:34Z [---] followers, 48.7K engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:

Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "youtube::undefined",
      "creator_name": "airshowfansh",
      "creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 79600000,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing