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@TLM_Capital Avatar @TLM_Capital Think Like Munger

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

Engagements: XX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXX #

Followers Line Chart

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence #


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

Social topic influence $csu 37.5%, constellation 21.88%, $csuto 21.88%, $lagr 15.63%, $indt 15.63%, $addt 15.63%, $odfl 15.63%, $tpl 15.63%, $dnp 15.63%, $abs XXXX%

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

Top assets mentioned Old Dominion Freight Line Inc (ODFL) Texas Pacific Land, Corp. (TPL) DNP Select Income Fund Inc. (DNP) 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 Class B (BRK.B) 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) 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 ๐Ÿ‘‡๐Ÿฝ $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, 1317 engagements

"๐Ÿ“š 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 โœ” Constellation Software $CSU $CSU.TO โœ” Texas Pacific Land $TPL Just added โž• Lagercrantz $LAGR โž• Dino Polska $DNP $DNP.WA"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-03 14:08:36 UTC XXX followers, XXX 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, 1540 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

"๐Ÿงต 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 ๐Ÿ‘‡"
@TLM_Capital Avatar @TLM_Capital on X 2025-06-26 10:39:42 UTC XXX followers, 1486 engagements

"๐Ÿ”Ž 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

"๐Ÿง  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

"Throughout the day Ill be adding more One Pages to the company list linked later in this thread. For now youll find Constellation Software $CSU $CSU.TO and Texas Pacific Land $TPL but more are already lined up and ready to go"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-03 09:47:28 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, 1206 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

"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

"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: ๐ŸŽฏ $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, 1040 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, 1236 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: