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Thomas Moroder ๐๏ธ^๐๏ธ=e^(-๐ฅ/2) posts on X about not a, $9042t, inflation, monopoly the most. They currently have XXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.
Social category influence finance stocks
Social topic influence not a, $9042t, inflation, monopoly, pricing, $aenamc, regulatory, $regn, $vktx, $pfe
Top assets mentioned Regeneron Pharmaceuticals Inc (REGN) Viking Therapeutics, Inc (VKTX) Pfizer, Inc. (PFE)
Top posts by engagements in the last XX hours
"$9042 Hankyu Hanshin Holdings - not a pure play interestingly owns stakes in the Osaka airports spotted by @orrdavid:" @ThomasMoroder on X 2025-07-06 06:38:41 UTC XXX followers, XX engagements
"@justamelvin @MeadowCapital For the reasons explained - if you want to put it another way I think the current valuation does not offer enough margin of safety if such a thing exists in the sector and there will be more competition than I thought in the space as indirectly acknowledged by the CEO" @ThomasMoroder on X 2025-07-24 11:13:50 UTC XXX followers, XX engagements
"๐งณ Airports = Monopoly + Real Estate + Traffic Growth. Not just transport - theyre high-margin businesses with inflation protection. Which ones do you own or follow What am I missing" @ThomasMoroder on X 2025-06-08 08:02:13 UTC XXX followers, XXX engagements
"Publicly traded airport operators. Airports are unique infrastructure investments with pricing power barriers to entry and non-aero revenue. Heres a global list of listed players you can actually buy: ๐งต๐" @ThomasMoroder on X 2025-06-08 07:55:45 UTC XXX followers, XXX engagements
"@brentmuio @CoalemusGuy I guess the regulatory environment timing and valuation when buying play a big role. How much are those monopolies allowed to earn by the regulators $AENA.MC has been killing it for many investors incl. TCI/Chris Hohn. Lets see if the Mexican airports continue outperforming" @ThomasMoroder on X 2025-07-18 13:46:31 UTC XXX followers, XX engagements
"@MeadowCapital Because I do not see who is going to buy $VKTX (with $REGN out of the race $PFE ). Standalone is going to be uphill with more competition than originally planned - I have no edge and prefer to conserve capital even if it means incurring a loss. Maybe I'll re-enter later" @ThomasMoroder on X 2025-07-23 21:41:25 UTC XXX followers, XXX engagements