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@DurableCreators Avatar @DurableCreators Durable Value Creators

Durable Value Creators posts on X about $wso, $tw, $bmi, $vlto 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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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks finance cryptocurrencies technology brands fashion brands

Social topic influence $wso #4, $tw, $bmi #2, $vlto #2, over the, $axon #46, $csw #4, amphenol #30, $ge #78, $mlm

Top assets mentioned Watsco, Inc. (WSO) Tradeweb Markets Inc. Class A Common Stock (TW) Bridge Mutual (BMI) Veralto Corporation (VLTO) Axon Enterprise, Inc. (AXON) CSW Industrials, Inc. (CSW) Amphenol Corporation (APH) General Electric Company (GE) Martin Marietta Materials, Inc. (MLM) Danaher Corporation (DHR) S&P Global Inc (SPGI) Factset Research Systems, Inc. (FDS) Heroes of NFT (HON) Cintas Corporation (CTAS) Tyler Technologies, Inc. (TYL) Verisk Analytics, Inc. (VRSK) Heima (HEI) Vulcan Materials Company (VMC) Republic Services, Inc. (RSG) Sherwin-Williams Co (SHW) Ecolab Inc. (ECL) Ralliant Corporation (RAL) APi Group Corporation (APG) Mine Safety Incorporated (MSA) Perimeter Solutions, SA (PRM) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) monkey shit inu (MSI) Ferguson plc (FERG) Hubbell, Inc. (HUBB) Electroneum (ETN) Xylem Inc (XYL) Roper Technologies Inc (ROP) Church & Dwight Co., Inc. (CHD) Chemed Corporation (CHE) Canadian National Railway (CNI) PepsiCo, Inc. (PEP) PoolTogether (POOL) Starbucks Corporation (SBUX) Thermo Fisher Scientific Inc. (TMO) Air Products & Chemicals, Inc. (APD) Cream (CRM) Domino's Pizza Inc (DPZ) Jack Henry & Associates, Inc. (JKHY) West Pharmaceutical Services Inc. (WST) Moody's Corporation (MCO) Progressive Corp (PGR) Kraft Heinz Co (KHC) Kellanova (K) Raytheon Technologies Corp (RTX) GE Vernova Inc. (GEV) Solv Protocol (SOLV) Carnomaly (CARR) Otis Worldwide Corp (OTIS) GE HealthCare Technologies Inc. Common Stock (GEHC) 3M Co (MMM) DuPont de Nemours Inc (DD) MarketAxess Holdings Inc. (MKTX) McCormick & Company, Incorporated (MKC) Nike Inc (NKE) Adobe, Inc. (ADBE) DisChain (DIS) Elcoin (EL) Zoetis Inc (ZTS) Corteva Inc (CTVA) Performance Food Group Company (PFGC) US Foods Holding Corp. (USFD)

Top Social Posts #

Top posts by engagements in the last XX hours

"$AXON starts looking interesting if it can below $XXX (7.5% away right now). Overall a lot of quality names having a bad year. Might not see a collective "quality bubble" pop but it could take place in waves. $CTAS $TYL and $VRSK are a few others besides the original tweet"
X Link @DurableCreators 2025-10-11T14:20Z 6651 followers, XXX engagements

"Market starting to look a bit more favorable. Watsco $WSO and $CSW starting to get interesting thanks to recent HVAC demand softness. Tradeweb $TW too even though electronic fixed income trading growth has slowed. The Badger Meter $BMI sell-off may also be an opportunity"
X Link @DurableCreators 2025-10-11T14:20Z 6660 followers, 2646 engagements

"The credit ratings and indicies segments are the crown jewels of the business. Mobility was a smaller segment with lower margins so it was a good move to spin off. But moves that expand Market Intelligence dilute the overall quality of the business imo"
X Link @DurableCreators 2025-10-15T13:17Z 6660 followers, 1051 engagements

"@KairosPraxis I'd feel pretty good holding AAA for the next XX years. Aerospace $GE $HEI $SAF Aggregates $MLM $VMC Amphenol $APH"
X Link @DurableCreators 2025-09-29T18:10Z 6653 followers, XXX engagements

"Valuations make it tough right now but I still like the idea of a barbell approach to a portfolio where 40-50% is in higher growth areas like AI/semis/data center trends and the rest is in more defensive stuff with above average quality/metrics like $RSG/$SHW/$VLTO/$ECL"
X Link @DurableCreators 2025-09-05T22:27Z 6657 followers, 2216 engagements

"@CapstackCapital I couldn't believe it either. I wasn't too high on $RAL in the first place but as soon as I saw that I immediately checked out. A completely disqualifying decision"
X Link @DurableCreators 2025-10-07T12:34Z 6648 followers, XXX engagements

"The Fire & Safety portfolio $APG - fire protection services & inspections $MSA - gas & flame detection systems PPE $PRM - firefighting chemicals $AXON - body cams $CLBT - forensics/evidence management software $MSI - public safety & enterprise security solutions Anything else"
X Link @DurableCreators 2025-08-16T13:54Z 6655 followers, 30.8K engagements

"@invest091 Personal preference but I think I'd rather management just not make moves if their only option is to water down the existing business quality. Pay down debt or use that capital for buybacks or something"
X Link @DurableCreators 2025-10-15T13:59Z 6660 followers, XXX engagements

"Haven't shared this list in a while. Here's my latest ideas list of interesting names in the $1B-$25B market cap range with decent quality metrics. While I own a few and am watching a couple others many of these are just names to potentially research later"
X Link @DurableCreators 2025-08-10T18:10Z 6657 followers, 49.2K engagements

"@TimelessCpnd Not too sure on $FERG never really followed it closely given its more of a conglomerate than pure play. But given that the HVAC distribution space is still somewhat fragmented I wonder how much of it is a byproduct of consolidation vs market share gains vs some combination"
X Link @DurableCreators 2025-10-11T20:59Z 6649 followers, XXX engagements

"If we need big electric grid investments to support new data centers and AI demand where does all that money end up Example: $HUBB estimates only show MSD rev and HSD EPS next few years. Any estimates on % of spending for power plants vs T&D and some good names in those areas"
X Link @DurableCreators 2025-10-04T17:22Z 6660 followers, 4324 engagements

"Is Eaton $ETN the obvious play or are there better names"
X Link @DurableCreators 2025-10-04T17:23Z 6658 followers, XXX engagements

"Everyone always focuses on potential downside risk. But what about upside "risk" Looking at Amphenol $APH for example X months ago analysts had EPS for this year at XXXX now that estimate is XXXX. Y/Y EPS growth goes from XX% to 60%. So stock was actually cheap X months ago"
X Link @DurableCreators 2025-08-27T23:57Z 6653 followers, 3152 engagements

"@invest091 With $XYL segments outside of measurement solutions (20% of sales) have pretty low growth which drags down the overall quality of the business imo. A pipe dream of mine is $ROP selling Neptune to a company like $VLTO. Water is too small a % of ROP business to interest me"
X Link @DurableCreators 2025-09-06T21:45Z 6652 followers, XXX engagements

"Some stocks that have more or less been dead money for X years: $APD $CHD $CHE $CNI $CRM $DHR $DPZ $JKHY $PEP $POOL $SBUX $TMO $WST"
X Link @DurableCreators 2025-09-30T13:06Z 6658 followers, XXX engagements

"Tradeweb $TW stock down another 6-7% today on reports of slowing volume growth. The past few months have been rough for the stock. Previous quarters were showcasing 20%-30% volume growth so XX% is a significant deviation from the past"
X Link @DurableCreators 2025-10-06T15:26Z 6649 followers, 1387 engagements

"Martin Marietta is swapping concrete and cement assets with Quikrete in exchange for more aggregates (and some cash). This deal continues the company's transition towards becoming a predominantly aggregates-focused business. $MLM"
X Link @DurableCreators 2025-08-04T13:53Z 6649 followers, 4044 engagements

"Not gonna lie $SPGI continuing to expand its Market Intelligence segment isn't the type of news I want to hear. With the upcoming Mobility spin-off the business structure was looking pretty good to me. This news kind of makes me want to start shifting my portfolio towards $MCO"
X Link @DurableCreators 2025-10-15T13:17Z 6660 followers, 7825 engagements

"@RAMCOCAPITAL Besides Moody's credit ratings being a much larger % of the business vs S&P it's felt like their acquisitions have also been more focused Their most recent deals have been associated with ratings ratings property risk liability risk ratings"
X Link @DurableCreators 2025-10-15T17:58Z 6660 followers, XXX engagements

"@SayNoToTrading Definitely a solid company but doesn't feel like they have a lot of opportunities for growth. I tend to favor Ametek and Ingersoll Rand in that industrial serial acquirer space but even then you have to wonder how much room there is to continue making attractive acquisitions"
X Link @DurableCreators 2025-07-31T00:10Z 6651 followers, XXX engagements

"@TimelessCpnd Good point I think that's why he's not a fan of serial acquirers no matter how well the business is run (ex. Constellation). I think Heico and TransDigm are a few that have done acquisitions the right way over time but companies like that are few and far between"
X Link @DurableCreators 2025-10-15T20:01Z 6660 followers, XXX engagements

"33 in a row for Badger Meter $BMI"
X Link @DurableCreators 2025-08-08T21:04Z 6653 followers, 1974 engagements

"On $SPGI being down X% after $FDS earnings. keep in mind that the ratings segment is only XX% of sales. A large portion of the overall business is market data which is more closely related to FactSet. Also don't forget that they're spinning off the mobility segment soon too"
X Link @DurableCreators 2025-09-18T19:21Z 6648 followers, 6263 engagements

"$CSW at about 25x earnings seems decent here. Large % of revenue comes from HVAC parts (60%) and the valuation looks more attractive than $WSO at the moment if HVAC exposure is the goal. CSW also offers a mix of architectural plumbing and industrial building product segments"
X Link @DurableCreators 2025-09-10T01:39Z 6658 followers, 1374 engagements

"@SayNoToTrading It's gotta be $HON for the optionality on their break-up"
X Link @DurableCreators 2025-10-09T20:52Z 6658 followers, XXX engagements

"Waste collection companies superstores and business services can be good industries to invest in but many popular names have experienced significant multiple expansion over the last decade. Maybe they sustain these multiples but it's unlikely they match last decade's returns"
X Link @DurableCreators 2025-09-04T00:56Z 6657 followers, 23.4K engagements

"Got an email from Progressive $PGR about "thanks for being a loyal customer" then hit a XX% increase in premium 😅. Went to an agent and ended up getting a policy w/ the same coverage for XX% less. Just sharing as a reminder to shop around whenever your policy is up for renewal"
X Link @DurableCreators 2025-08-15T21:18Z 6660 followers, 1625 engagements

"Something to watch for Watsco $WSO"
X Link @DurableCreators 2025-09-15T13:52Z 6657 followers, 2339 engagements

"Random micro cap company but Acorn Energy is kind of interesting. Reminds me a little of Badger Meter. They own OmniMetrix who make remote monitoring systems for generators and gas pipelines selling hardware + software. Company feels like an easy acquisition target. $ACFN $BMI"
X Link @DurableCreators 2025-09-22T16:51Z 6660 followers, 1914 engagements

"Add $KHC to the growing list of splits and breakups this decade. Slow bloated conglomerates are out; lean focused operations are in. $RTX - $CARR $OTIS $DHR - $VLTO $GE - $GEHC $GEV $MMM - $SOLV $K - Kellanova $DD - Qnity $HON - Aerospace Automation Solstice $KHC"
X Link @DurableCreators 2025-09-03T12:13Z 6655 followers, 2542 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"
X Link @DurableCreators 2025-07-20T14:28Z 6655 followers, 90.3K engagements

"Some high-level numbers: In the last XX months $TW has generated $1.9B of revenue $1B of operating cash flow (after SBC) and spent only $37M on capex. The company also carries $1.6B of cash with only $1.3B of total liabilities"
X Link @DurableCreators 2025-10-06T15:28Z 6649 followers, XXX engagements

"The committee added $MKTX to the index on July 1st 2019 at 64x earnings ($321/shr). They removed the company on September 5th 2025 at 25x earnings ($187/shr) good for a -XX% return or -7.1%/yr. Prior to inclusion MKTX was up over XX% YTD"
X Link @DurableCreators 2025-09-07T13:38Z 6652 followers, 3001 engagements

"Some stocks that have been losers over the past X years: $ADBE $DIS $EL $FDS $MKC $NKE $ZTS"
X Link @DurableCreators 2025-09-30T13:14Z 6651 followers, XXX engagements

"Are seeds a good business $CTVA splitting into X companies existing company is herbicides/pesticides and keeps legacy PFAS+pension liabilities. SpinCo develops seeds has higher margins and growth and probably capital light. Less future environmental risk too I'd imagine"
X Link @DurableCreators 2025-10-12T15:13Z 6660 followers, 1672 engagements

"Who knew you could compound earnings at XX% by distributing food Too levered for my liking at 5x net debt to EBITDA but Performance Food Group has had an impressive run over the last decade. There are also reports out there that they want to merge with US Foods $PFGC $USFD"
X Link @DurableCreators 2025-10-13T19:04Z 6660 followers, 1607 engagements