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Buyside Digest posts on X about mcap, $avtr, generated, hardware the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence countries stocks finance cryptocurrencies fashion brands
Social topic influence mcap #239, $avtr #4, generated, hardware, roe, $87b, $pskcn, $62b, canada, columbia
Top assets mentioned Avantor, Inc. (AVTR) Sotera Health Company Common Stock (SHC) School Hack Coin (SHC) Builders FirstSource, Inc. (BLDR) United Parks & Resorts Inc. (PRKS) Iqvia Holdings Inc (IQV)
Top posts by engagements in the last XX hours
"Plover Bay generated USD123 million of revenue in the twelve months to XX June 2025. North America is its largest market followed by EMEA and Asia. Over that period roughly XX per cent of revenue came from hardware and XX per cent from software and services. Returns on equity have been consistently high. From 2014-2024 ROE averaged about XX per cent reaching a record XX per cent in 1H25. The Starlink partnership is the clearest recent proof point"
X Link @buysidedigest 2025-10-16T12:58Z 2475 followers, XXX engagements
"Happy Monday Pitch of the Day - Avantor $AVTR by Argosy Investors M/cap: $8.7b forward P/E: x13.3 Avantor is a distributor of biotech products as well as a manufacturer of certain biotech products and consumables. The catalysts I foresee potentially occurring are: 1) the biotech industry recovering to a more normal growth rate 2) new management correcting past execution mistakes at Avantor and 3) the multiple for Avantor and the industry increasing in tandem as the industry recovers post-COVID"
X Link @buysidedigest 2025-09-23T12:59Z 2475 followers, XXX engagements
"Elevator Pitch for today: PrairieSky Royalty $PSK.CN by McElvaine Value Fund M/cap: C$6.2b forward P/E: x27.3 PSK owns XXXX million acres of oil gas & other royalties spanning Western Canada from Northeast British Columbia to Western Manitoba. Over half of these royalty entitlements are fee simple"
X Link @buysidedigest 2025-10-01T12:48Z 2475 followers, XXX engagements
"Today's Elevator Pitch is Sotera Health $SHC by McIntyre Partnerships @Mc_Partnerships M/cap: $4.6b forward P/E: x19.5 During H1 managements tone began to change regarding the recovery and SHC reported X% volume growth in Q2 confirming my thesis and driving SHCs shares from -XX% YTD at the end of June to +21% at the end of August"
X Link @buysidedigest 2025-09-16T12:59Z 2474 followers, XXX engagements
"Our weekly newsletter is out Read it here: Subscribe here: This week we highlighted the letters by: X. Antero Peak Group X. Fairlight Alpha Fund @Fairlight_Cap X. Saltlight Capital @davideborall"
X Link @buysidedigest 2025-09-21T14:54Z 2470 followers, XXX engagements
"Elevator Pitch for today: Builders FirstSource $BLDR by Black Bear Value Partners M/cap: $14b forward P/E: x20.0 There is a structural shortage of housing in the USA. Higher mortgage rates reduce the supply of existing home supply as homeowners are locked into low-rate mortgages"
X Link @buysidedigest 2025-10-15T16:34Z 2475 followers, XXX engagements
"Elevator Pitches: $CCLD by Bilbel Capital @sammutgabi $PRKS by Voss Value Fund @CapitalVoss $AVTR by Argosy Investors"
X Link @buysidedigest 2025-09-21T14:54Z 2475 followers, XXX engagements
"Pitch of the Day: IQVIA Holdings $IQV by Broyhill Asset Management @ChrisPavese M/cap: $31b forward P/E: x14.9 IQVIA is the result of the 2016 combination of Quintiles(a Chapel Hill-based contract research organization or CRO)with IMS Health (a top healthcareInformation Services provider)"
X Link @buysidedigest 2025-09-10T11:58Z 2475 followers, 1303 engagements
"Pitch of the Day Plover Bay Tech. $1523.HK by Longriver Investment Partners @longriver_hk M/cap: HK$7.8b forward P/E: x21.9 It sells Peplink-branded routers and the software that steers traffic across multiple links - mobile fibre and increasingly satellite - so devices stay online even if one or more links fail"
X Link @buysidedigest 2025-10-16T12:58Z 2475 followers, XXX engagements
"Today's Elevator Pitch is CK Hutchison Holdings $1HK by Oldfield Partners M/cap: HK$199b forward P/E: x8.8 CKH controlled by the Li family operates across five key sectors: retail ports telecoms infrastructure and energy. Its holdings include a XX% stake in Watson the worlds largest health and beauty retailer"
X Link @buysidedigest 2025-10-14T12:59Z 2475 followers, XXX engagements
"Pitch of the Day: China YuHua Education $6169.HK by Van Der Mandele Arar Fund @vdmandele M/cap: HK$2.7b forward P/E: - The CCP always seems surprised and somewhat regretful of taking harsh action. They tend to walk back rather than double down on their actions. Their K-9 policy implementation was not without hiccups so theres reason to believe theyll be reluctant to repeat the same drastic measures"
X Link @buysidedigest 2025-10-02T12:58Z 2474 followers, XXX engagements
"Today's Elevator Pitch is Brunello Cucinelli $BC.IM by Recurve Capital @RecurveCapital M/cap: 6.1b forward P/E: x42.0 The stock fell sharply when two short specialists Pertento and Morpheus highlighted that Cucinelli continues to sell some products in Russia among other points"
X Link @buysidedigest 2025-10-07T12:59Z 2474 followers, XXX engagements