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@DurableCreators Avatar @DurableCreators Durable Value Creators

Durable Value Creators posts on X about $rol, $msi, $tw, googl the most. They currently have XXXXX 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: XXXXX #

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Social Influence #

Social category influence stocks technology brands cryptocurrencies finance

Social topic influence $rol, $msi, $tw, googl, $azo, autozone, $googl, $cprt, cnr, $nsc

Top assets mentioned Rollins, Inc. (ROL) monkey shit inu (MSI) Tradeweb Markets Inc. Class A Common Stock (TW) Autozone Inc (AZO) Alphabet Inc Class A (GOOGL) Copart, Inc. (CPRT) Norfolk Southern Corp. (NSC) CSX Corporation (CSX) UNIPOLY (UNP) Canadian Pacific Railway (CP) Cornerstone Building Brands, Inc. (CNR) Amphenol Corporation (APH) Motorola Solutions Inc (MSI) ResMed Inc. (RMD) Edwards Lifesciences Corp (EW) ANSYS, Inc. (ANSS) Monster Beverage Corp (MNST) Novo-Nordisk (NVO) O'Reilly Automotive Inc (ORLY) Tractor Supply Co (TSCO) Comfort Systems USA, Inc. (FIX) EMCOR Group, Inc. (EME) APi Group Corporation (APG) UL Solutions Inc. (ULS) Cintas Corporation (CTAS) Entegris, Inc. (ENTG) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Ecolab Inc. (ECL) Watsco, Inc. (WSO) Tyler Technologies, Inc. (TYL) IDEXX Laboratories, Inc. (IDXX) Booking Holdings Inc (BKNG) Bridge Mutual (BMI) Neurobro (BRO) Gartner Inc (IT) S&P Global Inc (SPGI)

Top Social Posts #

Top posts by engagements in the last XX hours

"Motorola Solutions $MSI recently announced the acquisition of Silvus a move that will increase the company's exposure to military and defense communications markets. Interesting deal although quite expensive at $4.4b for a company with $475m in sales"
@DurableCreators Avatar @DurableCreators on X 2025-05-29 22:44:18 UTC 6044 followers, 1133 engagements

"@TheGarpInvestor Tradeweb $TW - $1.3b of cash $823m of total liabilities"
@DurableCreators Avatar @DurableCreators on X 2025-07-17 15:06:43 UTC 6043 followers, XXX engagements

"10 companies with XX consecutive years of revenue and gross income growth: $ANSS - ANSYS $AZO - AutoZone $EW - Edwards Lifesciences $GOOGL - Alphabet $MNST - Monster $NVO - Novo Nordisk $ORLY - O'Reilly Automotive $RMD - Resmed $ROL - Rollins $TSCO - Tractor Supply"
@DurableCreators Avatar @DurableCreators on X 2024-05-27 19:23:15 UTC 6044 followers, 6394 engagements

"Copart finally back under 30x earnings. 26x ($40/share) is the historical long term average so still somewhat expensive depending on how you look at it. $CPRT"
@DurableCreators Avatar @DurableCreators on X 2025-07-16 00:35:45 UTC 6043 followers, 5101 engagements

"@invest091 I like them in theory but I'm a bit worried about higher capital intensity in the coming years. I keep hearing about deferred maintenance and rail updates that will be coming due soon. There's also the rumors about east-west consolidation (or at least attempts to consolidate)"
@DurableCreators Avatar @DurableCreators on X 2025-07-23 00:37:43 UTC 6041 followers, XXX engagements

"Do you think rails outperform the next decade $CSX $NSC $UNP $CP $CNR"
@DurableCreators Avatar @DurableCreators on X 2025-07-22 23:09:38 UTC 6044 followers, 3058 engagements

"Share losses were always the biggest short term risk to the company's share price imo. Insurers might work with RBA/IAA at times just to prevent Copart from becoming a monopoly. Any operational improvements RBA can leverage would instantly make IAA a much more attractive choice"
@DurableCreators Avatar @DurableCreators on X 2025-05-27 20:58:12 UTC 6039 followers, 2175 engagements

"Thoughts on business service type companies Whether it be engineering testing/inspection pest control or similar fields. Some have done quite well over the years but do they have meaningful competitive advantages and growth runways $FIX $EME $APG $ROL $RTO $ULS $CTAS"
@DurableCreators Avatar @DurableCreators on X 2025-07-15 00:07:44 UTC 6043 followers, 6221 engagements

"@cmo040958 Yeah I haven't looked since that initial glance. Might need to revisit it soon. Maybe Entegris $ENTG can buy the biz for a ridiculous premium and blow up their balance sheet again like with CCMP"
@DurableCreators Avatar @DurableCreators on X 2025-07-25 01:40:37 UTC 6044 followers, XXX engagements

"Sounds favorable for data center and AI picks+shovels plays. If $GOOG is increasing capex like this $AMZN and $MSFT will probably make similar announcements. Semis networking cooling power (grid and backup) and electrical equipment all sound pretty good here"
@DurableCreators Avatar @DurableCreators on X 2025-07-24 00:43:36 UTC 6038 followers, 1329 engagements

"@invest091 Any idea on how much total market share they have It's one I've wanted to look into I know for example $ECL also has a pest control segment"
@DurableCreators Avatar @DurableCreators on X 2025-07-20 15:02:40 UTC 6044 followers, 1481 engagements

"@sal13836 Yeah compounders always compound until they stop compounding. Road gets a lot tougher for AZO from here on out"
@DurableCreators Avatar @DurableCreators on X 2025-07-25 12:35:50 UTC 6041 followers, XX engagements

"Was updating my list of most durable compounders and noticed that if AutoZone $AZO grows operating + net income for X more years they'll have XX straight years of revenue gross income operating income net income growth. That includes growing margins most years too. Incredible"
@DurableCreators Avatar @DurableCreators on X 2025-07-25 12:13:25 UTC 6044 followers, 2006 engagements

"I've always thought of Amphenol as the "picks and shovels for picks and shovels" in many key growth industries. Great episode (as is Part I) definitely worth a listen for an underappreciated compounder"
@DurableCreators Avatar @DurableCreators on X 2025-07-23 01:29:43 UTC 6042 followers, 5064 engagements

"As an added bonus here's the US defense industry"
@DurableCreators Avatar @DurableCreators on X 2025-07-20 14:29:36 UTC 6044 followers, 3664 engagements

"@sal13836 Interesting never heard of it before. The ticker honestly throws me off looks like itd either be a biotech sh*tco or something in renewable energy (reminds me of ICLN)"
@DurableCreators Avatar @DurableCreators on X 2025-07-24 13:55:24 UTC 6039 followers, XX engagements

"Been working on creating a table of (mostly US-based) monopolies duopolies and oligopolies. Not everything is a perfect fit but wanted to create something to start tracking these sorts of companies. Any suggestions on stuff to add/remove/change etc Nothing is set in stone"
@DurableCreators Avatar @DurableCreators on X 2025-07-20 14:28:19 UTC 6042 followers, 87.9K engagements

"Portfolio idea: Low capital intensity low debt low R&D demands decent growth. Not my portfolio but I like the idea (minus the valuation of some of these names). $BKNG $BMI $BRO $IDXX $IT $MSI $ROL $SPGI $TW $TYL $V $WSO"
@DurableCreators Avatar @DurableCreators on X 2025-05-05 14:12:00 UTC 6037 followers, 18K engagements

"Poll ended with pretty mixed results. I'm personally on the fence too. It's probably the obvious prediction but I think $CP exposure to Canada+US+Mexico gives it the best change to outperform. Outside of them it's tougher to see the path for the others. Mergers are a wildcard"
@DurableCreators Avatar @DurableCreators on X 2025-07-24 01:09:48 UTC 6044 followers, 1370 engagements