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@TLM_Capital Avatar @TLM_Capital Think Like Munger

Think Like Munger posts on X about $csu, $csuto, constellation, $lagr the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXX #

Followers Line Chart

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXXX% technology brands XXXXX% luxury brands XXXX% automotive brands XXXX% countries XXXX%

Social topic influence $csu 48.48%, $csuto 33.33%, constellation 27.27%, $lagr 15.15%, $indt 15.15%, $addt 15.15%, $odfl 15.15%, $dnp 15.15%, $brkb 15.15%, abs XXXXX%

Top accounts mentioned or mentioned by @tlmcapital @lostlenor @returnsjourney @mythmakrr @redshirtinsight @no_cap_cap

Top assets mentioned Old Dominion Freight Line Inc (ODFL) DNP Select Income Fund Inc. (DNP) Berkshire Hathaway Inc Class B (BRK.B) Texas Pacific Land, Corp. (TPL) Intuit Inc. (INTU) Penpie (PNP) Fair Isaac, Corp. (FICO) Markel, Corp. (MKL) Ferrari N.V. (RACE) Heima (HEI) KKR & Co, Inc. (KKR) Apollo Global Management, Inc. (APO) Sterling Infrastructure, Inc. Common Stock (STRL) Berkshire Hathaway Inc. (BRK.A) NVR, Inc. (NVR) Kinsale Capital Group, Inc. (KNSL) HEICO CORP CL A (HEI.A) Copart, Inc. (CPRT) Team Vitality Fan Token (VIT) Waste Connections, Inc. (WCN) Newmont Corporation (NEM) Mainframe (MFT) Church & Dwight Co., Inc. (CHD) Galaxy Digital Inc. (GLXY) Saia, Inc. (SAIA)

Top Social Posts #

Top posts by engagements in the last XX hours

"A thread explaining my portfolio 👇🏽 $CSU $TPL $RMS $RACE $NVR $MKL $KNSL $DNP $DNP.WA $HEI $HEI.A $KKR $INTU $APO $PLUS $ENX $FICO $STRL $ODFL $BRK.A $BRK.B Tencent $CPRT $ADDT $INDT $LAGR $SGN $ABS $PNP $PNP.TO $NORBT"
@TLM_Capital Avatar @TLM_Capital on X 2025-06-26 10:45:36 UTC XXX followers, 1322 engagements

"📚 LIBRARY UPDATE As you know Im uploading One Pages of the worlds best compounders in the link shared in the second tweet of this thread Until now ✔ Constellation Software $CSU $CSU.TO ✔ Texas Pacific Land $TPL Just added ➕ Lagercrantz $LAGR ➕ Dino Polska $DNP $DNP.WA"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-03 14:08:36 UTC XXX followers, XXX engagements

"Sygnity $SGN.WA is in my portfolio. For now it has a small weight as I still need to study it much more. But so far it looks very promising. It's part of the Constellation $CSU $CSU.TO family which happens to be my main position"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-08 10:33:59 UTC XXX followers, 1485 engagements

"Its not that Topicus $TOI.V might become the next Constellation Software $CSU $CSU.TO its that its already becoming it. Same DNA same playbook and a long runway ahead. If you believe in compounding this story deserves your full attention"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-02 12:48:41 UTC XXX followers, XXX engagements

"Im collecting annual letters from the top serial acquirers. Mark Leonard $CSU $CSU.TO is the most famous but others like Lars Stenlund (former CEO of Vitec $VITB.ST $VIT $VITB) and current CEO Olle Bckman are also worth reading. - $LAGR - $INDT - $ADDT Also included"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-15 06:33:40 UTC XXX followers, 1577 engagements

"Alright I see you really liked the idea. So throughout the day Ill be updating the document with all the annual letters from Mark Leonard CEO of Constellation Software $CSU $CSU.TO"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-16 07:56:40 UTC XXX followers, XXX engagements

"Check out the list and the profile in general. The work being done is incredible. A huge source of both inspiration and above all information. The fact that it includes companies like $SGN $SGN.WA and $NORBT says a lot about how deep the research really goes 👇🏽"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-09 14:11:41 UTC XXX followers, XXX engagements

"🧵 Heres my long-term investment portfolio: $CSU $TPL $RMS $RACE $NVR $MKL $KNSL $DNP $DNP.WA $HEI $HEI.A $KKR $INTU $APO $PLUS $ENX $FICO $STRL $ODFL $BRK.A $BRK.B Tencent $CPRT $ADDT $INDT $LAGR $SGN $ABS $PNP $PNP.TO $NORBT Details below 👇"
@TLM_Capital Avatar @TLM_Capital on X 2025-06-26 10:39:42 UTC XXX followers, 1496 engagements

"🔎 What kind of businesses Vertical software ( $CSU $ADDT $INDT) Infrastructure & logistics ( $STRL $ODFL $TPL) Global luxury ( $RMS $RACE) Private equity / capital allocators ( $KKR $APO $MKL) Scalable tech with network effects ( $INTU $FICO Tencent)"
@TLM_Capital Avatar @TLM_Capital on X 2025-06-26 10:39:44 UTC XXX followers, XXX engagements

"People said the same about Berkshire $BRK.B years ago and it always proved a good buy. I have no doubt that in XX years the intrinsic value of Constellation $CSU $CSU.TO will keep growing at solid rates and the stock price will follow"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-10 14:24:34 UTC XXX followers, 2107 engagements

"🧠 My strategy blends: Long-term ownership mindset Opportunistic reinvestment during drawdowns Focus on quality + high return on capital Risk control via rising stop losses Valuation filter: FCF yield vs. 10Y Treasury"
@TLM_Capital Avatar @TLM_Capital on X 2025-06-26 10:39:43 UTC XXX followers, XXX engagements

"Yes. Waste Connections $WCN $WCN.TO is in my investment universe and I recommend holding any company on that list if your plan is to invest for the long term"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-04 15:03:26 UTC XXX followers, XXX engagements

"What do you think about HEICO Corporation $HEI Personally I see it as one of the most quietly outstanding compounders out thereniche aerospace high margins strong insider ownership and a decentralized M&A strategy thats worked for decades. A true quality compounder"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-01 08:45:45 UTC XXX followers, 1210 engagements

"We tend to overcomplicate investing. Learning from Greenblatt you realize that equally diversifying across XX good businesses is a solid approach. A strong 2025 portfolio could look like: $SDI $6028 $DNP $ODFL $TIH $MFT $INDT $6532 $INTU $GTT $AOF $CHD $NEM $ABS $RMS"
@TLM_Capital Avatar @TLM_Capital on X 2025-06-27 06:27:42 UTC XXX followers, XXX engagements

"You nailed it with the shareholder base How a company acts attracts certain investors and to win long term you need the right ones Dear Shareholder and Quality Shareholders highlight this well $LOTB.BR and $CSU are a great example: long-term focus strong reinvestment no noise"
@TLM_Capital Avatar @TLM_Capital on X 2025-06-28 12:28:33 UTC XXX followers, XXX engagements

"Mark Leonard is all you need to put in the investment thesis for Constellation Software $CSU the culture hes built is beyond words. Others can read his letters but replicating what hes created is nearly impossible. Execution is the true moat"
@TLM_Capital Avatar @TLM_Capital on X 2025-06-26 18:29:30 UTC XXX followers, XXX engagements

"Ill tell you the same as everyone else: stop focusing on ratios and start analyzing companies business models and management teams. I wouldnt care if I bought something at PE XXX XXX or 1000. $CSU $CSU.TO is already at PE XXX yet P/FCF is XX. Those ratios mean nothing"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-06 02:08:03 UTC XXX followers, XXX engagements

"I dont think buying Pinetree $PNP $PNP.TO at these prices is a bad idea Everyone says it trades at too big a premium over NAV. But what really stands out here is the management. Doesnt it sound like Berkshire $BRK.B and Warren Buffett Now take a look at the PB ratio of both"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-04 15:00:05 UTC XXX followers, XXX engagements

"Berkshire $BRK.B trades at a P/FCF of XXXXX and Constellation $CSU $CSU.TO at XX. Valuation ratios are meaningless. And yet over the next X years both will outperform the S&P500. I cant tell you what happens in a year thats not my game"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-10 16:01:30 UTC XXX followers, XXX engagements

"Patience. Let the experts do their job. The management team has an excellent track record. One or a few bad quarters dont mean the business is in decline. Anyone who sold $CSU $CSU.TO and stopped trusting Mark Leonard when things got tough must be regretting it. Its the same"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-16 14:50:37 UTC XXX followers, 1086 engagements

"Look at margins ROIC and key metrics. Not saying $SAIA is a bad stock (I just wouldn't own it) but I prefer the best in the industry: $ODFL. Its rivals spend heavily to gain share but $ODFL wins every time thanks to unbeatable capital allocation"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-10 14:40:54 UTC XXX followers, XXX engagements

"I also hold niche under-the-radar plays: 🎯 $DNP $SGN $ABS $PNP $NORBT They dominate small verticals too trivial for copycats which gives them pricing power and durability"
@TLM_Capital Avatar @TLM_Capital on X 2025-06-26 10:39:45 UTC XXX followers, XXX engagements

"$ADDT and $LAGR are probably the two serial acquirers from Sweden that interest me the most. Theres a lot to learn from both"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-16 14:52:47 UTC XXX followers, XXX engagements

"Anyone who knows what theyre doing has Constellation Software $CSU $CSU.TO and Mark Leonard working for them"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-04 14:51:08 UTC XXX followers, 1041 engagements

"And the perfect example is Constellation Software $CSU $CSU.TO. PE ratio of XX. Wouldnt you buy it Youd be crazy not to"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-05 13:39:56 UTC XXX followers, 1237 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::1353384573435056128",
      "creator_name": "rovercrc",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1891433835675475969/J-TloTb6_200x200.png",
      "creator_followers": 1267738,
      "creator_rank": 1,
      "interactions_24h": 1686455
    }
  ]
}

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::UC0C-w0YjGpqDXGB8IHb662A",
      "creator_name": "edsheeran",
      "creator_avatar": "https://yt3.ggpht.com/pZQ5JMD4EOI8TcNYAPTzMexe_fC0CKnb_hYlV4rPfIzmDidF239fH1XKmzkeT30XSg7fxNwc_w=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 57700000,
      "creator_rank": 1,
      "interactions_24h": 39981772
    }
  ]
}

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": "FoxNews",
      "creator_display_name": "Fox News",
      "creator_id": "1367531",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1591278197844414464/O6Fp0hFB_200x200.jpg",
      "creator_followers": 26725655,
      "creator_posts": 2639,
      "creator_rank": 1,
      "interactions_24h": 378298216
    }
  ]
}

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/1936002956333080576/kqqe2iWO_200x200.jpg",
    "creator_followers": 221643469,
    "creator_rank": "9",
    "interactions_24h": 137219778,
    "topic_influence": [
      {
        "topic": "elon musk",
        "count": 282,
        "percent": 4.45,
        "rank": X
      }
    ]
  }
}

Schema: