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@PetramcoC moats-and-notes
moats-and-notes posts on X about $efx, $fico, $160m, $10b the most. They currently have XXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXX -XX%
- X Month XXXXX +93%
- X Months XXXXXX +232%
- X Year XXXXXX -XX%
Mentions: X #
- X Week XX no change
- X Month XX +567%
- X Months XX +74%
- X Year XX -XX%
Followers: XXX #
- X Week XXX +0.83%
- X Month XXX +2.50%
- X Months XXX +18%
- X Year XXX +12%
CreatorRank: undefined #
Social Influence #
Social category influence stocks cryptocurrencies technology brands
Social topic influence $efx, $fico, $160m, $10b, $orly, $azo, q1, $143b, $bah, $jef
Top assets mentioned Effect.AI (EFX) Fair Isaac, Corp. (FICO) O'Reilly Automotive Inc (ORLY) Autozone Inc (AZO) Booz Allen Hamilton Holding, Corp. (BAH) Jefferies Financial Group Inc. (JEF) Westlake Chemical, Corp. (WLK) Trex Company, Inc. (TREX) Masco, Corp. (MAS) Fortune Brands Innovations, Inc. (FBIN) JAMES HARDIE INDUSTRIES plc. (JHX)
Top Social Posts #
Top posts by engagements in the last XX hours
"It's odd that First Brands has blown up so spectacularly while $AZO & $ORLY are close to ATHs"
X Link @PetramcoC 2025-10-10T09:54Z XXX followers, XXX engagements
"It's averaged XX% EBITDA margins since Q1 2021 when it was created in its current form and CapEx is modest (15-20% of EBITDA). Its margins are holding up nicely this year in a tough market for most newbuild exposed materials companies"
X Link @PetramcoC 2025-10-02T18:08Z XXX followers, XX engagements
"$FICO is saying the bureaus marked that up 100%. If true implies $160m of pure profit on reselling the FICO score. $EFX 2024 Adj. EBIT was $1.43b. $XXX / $1430 = XX% EBIT hit in the worst case scenario. Put differently if stock is -XX% today you should probably buy it"
X Link @PetramcoC 2025-10-02T13:05Z XXX followers, XXX engagements
"@OnodaCapital wen my $BAH 🚀 then. ðŸ˜"
X Link @PetramcoC 2025-10-10T10:07Z XXX followers, XXX engagements
"ChatGPT keeping me on the straight and narrow as I try to figure out $JEF"
X Link @PetramcoC 2025-10-10T12:32Z XXX followers, XXX engagements
"Trying to think through laterals from Abel/Buffett's purchase of OxyChem for $10b. The company with the most directly overlapping chemicals footprint is Westlake or $WLK. They are both heavily involved in the vinyls / chlor-alkali chain (chlorine/caustic/VCM/EDC/PVC)"
X Link @PetramcoC 2025-10-02T18:08Z XXX followers, XXX engagements
"That leaves us at $400m of relevant revenue. Lots of different customer prices report types etc so we'll have to use round numbers. Let's say $EFX revs for a single credit report is $XX in 2024 and FICO charged them $XXX for the score. Implies $EFX paid FICO $160m"
X Link @PetramcoC 2025-10-02T13:05Z XXX followers, XXX engagements
"I think it's credibly a 10x EBITDA asset. $MAS $FBIN $TREX & $JHX are all there or higher. That would equate to $10b of value for HIP"
X Link @PetramcoC 2025-10-02T18:08Z XXX followers, XXX engagements
"Let's do some $EFX maths team in the $FICO induced hullaballoo - The relevant biz line sits within USIS which did $1.9b of 2024 revs. Of that XX% was mortgage-related. That's $550m. Of that $150m is trimerge report resale and other property-related (i.e. not credit) reports"
X Link @PetramcoC 2025-10-02T13:05Z XXX followers, XXX engagements