@mply_cap Avatar @mply_cap Monopoly Capital 💸

Investors are discussing high-quality companies with strong moats, such as irreplaceable physical assets, intellectual property, and network effects. Brookfield Corp and other companies like Canadian Pacific, American Tower, and Visa are being highlighted for their dominance in their respective industries. The conversation is focused on identifying and investing in companies with sustainable competitive advantages.

Engagements: [---] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 86.54% technology brands 22.12% finance 17.31% cryptocurrencies 6.73% countries 3.85% automotive brands 1.92% social networks 1.92% luxury brands 0.96%

Social topic influence $tdg 23.08%, $bn #36, $fico #27, $csu 9.62%, $adbe 9.62%, $spgi 7.69%, $ge 6.73%, $googl 6.73%, ai 6.73%, software 4.81%

Top accounts mentioned or mentioned by @tacticzh @livermore185 @orimodiano @capexandchill @ahmedshww @invest091 @contrariann @bradocapital @fiscorainvest @henaocfa @vector4941271 @value_wizard @patienceisking @thomaskuriano

Top assets mentioned TransDigm Group, Inc. (TDG) Brookfield Corporation (BN) Fair Isaac, Corp. (FICO) Adobe, Inc. (ADBE) S&P Global Inc (SPGI) General Electric Company (GE) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Moody's Corporation (MCO) Canadian Pacific Railway (CP) Mastercard, Inc. (MA) Brookfield Asset Management Inc (BAM) Costco Wholesale Corporation (COST) Intuit Inc. (INTU) Copart, Inc. (CPRT) Heima (HEI) MercadoLibre Inc (MELI) Shopify Inc (SHOP) Spotify Technology (SPOT) Booking Holdings Inc (BKNG) Msci Inc (MSCI) Intuitive Surgical, Inc. (ISRG) Netflix Inc (NFLX) Loar Holdings Inc (LOAR) Microsoft Corp. (MSFT) Metadium (META) Ferro (FER) Uber Technologies, Inc. (UBER) Now Coin (NOW) Salesforce Inc (CRM) Taiwan Semiconductor (TSM) Novo-Nordisk (NVO) SAP SE (SAP) Costco Hot Dog (COST) Honeywell International Inc (HON) GE Vernova Inc. (GEV)

Top Social Posts

Top posts by engagements in the last [--] hours

"If you are interested in Brookfield here's a simplified way of explaining their structure. Brookfield Corp. ( $BN ) is like the person who owns the car dealership. Brookfield Asset Management ( $BAM ) is the expert general manager hired to run the dealership. They don't own the property or cars but they earn a management fee for running the operations and a bonus for hitting sales targets. This is the same concept for their Wealth Solutions ( $BNT ) segment because they are raising capital and not necessarily "operating" the business. With this money raised they invest it into their operating"
X Link 2025-07-06T02:38Z [----] followers, 26.2K engagements

"Some of the highest-quality non-U.S. stocks: [--]. $ASML ASML [--]. $BN Brookfield Corporation [--]. $TSM Taiwan Semiconductor Manufacturing [--]. $MELI MercadoLibre [--]. $SHOP Shopify Inc. [--]. $CP Canadian Pacific Railway [--]. $SAP SAP [--]. $SPOT Spotify [--]. $NVO Novo Nordisk [--]. $CSU Constellation Software https://twitter.com/i/web/status/1943079749523501140 https://twitter.com/i/web/status/1943079749523501140"
X Link 2025-07-09T22:48Z [----] followers, 10.4K engagements

"Thoughts on VantageScore Competition A $FICO score is not a universal interest rate. It is an input not an output. Its not as simple as "800 Score = 5% Rate." Rather the formula is: Rate = Base Rate + Risk Adjustments. Lenders use precise software to solve for that rate based on Down Payment LTV Collateral etc. These pricing grids are explicitly calibrated to FICO's probability of default over 30+ years. Competitors use different inputs and weightings. You cannot just plug a different variable into an equation built for FICO without invalidating the risk model. This creates a "Securitization"
X Link 2026-01-08T17:04Z [----] followers, [----] engagements

"Most think predictable recurring cash flow only exists at Netflix or Costco. Wrong. Youd be an absolute fool to short Brookfield Corp ( $BN ) Here is why"
X Link 2025-08-26T21:45Z [----] followers, 27.9K engagements

"My Watchlist: Shopify $SHOP Fair Isaac $FICO MSCI $MSCI Constellation Software $CSU General Electric $GE Adobe $ADBE Safran $SAF Intuit $INTU Intuitive Surgical - $ISRG Copart - $CPRT MercadoLibre $MELI Loar $LOAR Spotify $SPOT Canadian Pacific $CP Netflix $NFLX Booking Holdings $BKNG Costco $COST Microsoft $MSFT Meta $META What am I missing https://twitter.com/i/web/status/1969872793123840258 https://twitter.com/i/web/status/1969872793123840258"
X Link 2025-09-21T21:14Z [----] followers, [----] engagements

"My most recent buy is TransDigm ( $TDG ) First of all it is not fair to call it an oligopoly with peers like Heico Honeywell and Safran. They are a collection of monopolies. Introducing the company that has not had a red year since [----] 🧵 https://twitter.com/i/web/status/1970306589195219029 https://twitter.com/i/web/status/1970306589195219029"
X Link 2025-09-23T01:57Z [----] followers, 14.2K engagements

"This company will change the way you look at stocks. Ferrovial ( $FER ) is a natural monopoly and owns some of the most prized assets and infrastructure in the world. If you don't have time now bookmark and read this later. 🧵 https://twitter.com/i/web/status/2001554618510123291 https://twitter.com/i/web/status/2001554618510123291"
X Link 2025-12-18T07:26Z [----] followers, 73.4K engagements

"Trimmed $GOOGL today to add more $TDG and $FICO. I like TDG in this [----] range. FICO is also below my purchase price at [----]. Both companies sold off today irrationally"
X Link 2026-02-04T02:35Z [----] followers, 12.1K engagements

"One has the wider moat wider margins faster growth and the cheaper valuation. TransDigm ( $TDG ) ✅ EV/EBITDA: 21.7x 18.6x (16.7% growth implied) EBITDA Margin: 50.9% Heico ( $HEI ) EV/EBITDA: 35.5x 31.5x (12.7% growth implied) EBITDA Margin: 27%"
X Link 2025-09-20T17:49Z [----] followers, [----] engagements

"Morningstar has $ADBE trading at a 73% upside to fair value"
X Link 2025-11-23T03:23Z [----] followers, 67.3K engagements

"Installed base + pricing power is a deadly combo. TransDigm has a vast portfolio of products in over [------] aircraft. $TDG is the sole supplier for 90% of its products and has the trust and reliability in a market that matters most"
X Link 2025-11-25T22:06Z [----] followers, [----] engagements

"TransDigms moat is brutal. My rough estimate to breach the $TDG moat is $38 billion solely in certification costs. (380k active PMAs $100k FAA certification costs) Here are the steps a competitor would have to execute [------] times only to ultimately destroy the margins they were originally chasing: Reverse Engineer (nearly impossible): Must prove the part is identical in form fit and function to the original without blueprints. Testing: Requires extensive and costly testing to meet safety standards. FAA Approval: Submit data and wait. After spending [--] months and $100k + testing/engineering"
X Link 2025-11-25T23:05Z [----] followers, 22.7K engagements

"I ranked my companies by how hard they are to dent with their monopolistic status. 👇 [--]. $ASML: The monopoly in EUV lithography. These machines cost $380+ million and have 100000+ components. To disrupt them you must spend decades and tens of billions of dollars just to reach the starting line. You could put [-----] intelligent people in the same room give them all the drawings of our machine and the machine would not work. Some things are simply not in the drawings (Jos Benschop ASML Senior VP of Technology 2022). And if a competitor does arise fabs would have to rip out an entire ecosystem"
X Link 2025-11-28T21:59Z [----] followers, 99.1K engagements

"If a new plane came out every [--] years TransDigm would have to constantly re-bid and fight for its spot. But that doesn't happen so $TDG has a monopoly on those parts for half a century"
X Link 2025-11-29T22:47Z [----] followers, [----] engagements

"The $TDG moat is so deep that I believe regulatory scrutiny is the biggest risk so lets talk about it👇 TransDigm is raw capitalism at its finest. In theory can the government somehow just cap TransDigm prices The answer is no because TransDigm has ALL the leverage. If the government decides to cap their prices TDG can just refuse to sell to them. So what is the contracting officer going to do They cannot have a defense plane sit idle because of a $1000 part disagreement. How do you explain that to the military They end up just paying the bill. The market is incredibly fragmented with a ton"
X Link 2025-12-22T09:57Z [----] followers, 10.5K engagements

"My favorite aerospace companies I have studied✈ Engines: General Electric ( $GE ) Safran ( $SAFRY ) Parts Suppliers: TransDigm ( $TDG ) Heico ( $HEI )"
X Link 2025-12-23T02:32Z [----] followers, [----] engagements

"Via Brookfield [----] Outlook: Data center demand is skyrocketing. Expecting 17% CAGR to [----] Tech giants are ramping capex to $1 trillion/year by [----]. Current AI chips need 10x more power than normal servers. $BN is the solution for these any-and-all power needs"
X Link 2025-12-24T00:29Z [----] followers, 65.5K engagements

"GE Vernova is another energy transition play. Specifically electrification and decarbonization of the global economy. Like aerospace engines: Boring and predictable. Classic razor/blade model and long-term 15-20y contracts. $GEV explained in [--] charts"
X Link 2025-12-25T06:06Z [----] followers, 18.2K engagements

"$GE Aerospace Book-to-Bill Ratio (9-Month YTD) (Orders Adj. Revenue) ✈ Commercial Engines: 1.33x 🛡 Defense & Propulsion: 1.14x = Weighted Total: 1.29x Ratio [---] Demand is exceeding supply. Backlog is growing faster than they can ship it. [-----] engines. If we imply current delivery rates that equals [---] years of backlog. https://twitter.com/i/web/status/2004825330578571350 https://twitter.com/i/web/status/2004825330578571350"
X Link 2025-12-27T08:03Z [----] followers, 21.3K engagements

"$BN is right up Chris Hohn's alley but he avoids it. I assume it's because of his strict rules against asset managers insurance & opacity. But Brookfield owns the exact assets he loves: Rail: [-----] km (Hohn: $CNI $CP) Toll Roads: [----] km (Hohn: $FER) Terminals: [--] sites (Hohn: $AENA) Towers/Fiber: 312k sites / 28k km (Hohn: $CLNX) Data Centers: [---] (Hohn: $MSFT $GOOG) I own the same irreplaceable physical assets just with likely higher upside. https://twitter.com/i/web/status/2005758456452579392 https://twitter.com/i/web/status/2005758456452579392"
X Link 2025-12-29T21:50Z [----] followers, 21.8K engagements

"Big year for $BN in AI. Brookfield is now coming for the hyperscalers. Brookfield is launching Radiant a new AI cloud business to lease chips directly to developers. Brookfield is controlling the entire AI value chain. They own the power the land and now the service"
X Link 2026-01-01T00:57Z [----] followers, 36.2K engagements

"TransDigm $TDG continued to expand its installed base this year with [--] acquisitions: [--]. Stellant Systems: Adds high-power electronic tubes and amplifiers to the portfolio. These are critical components used in radar electronic countermeasures and communications systems. It has a strong presence across major defense and aerospace platforms and generates 50% of its revenue from the aftermarket. [--]. Simmonds Precision Products: Acquired from RTX. This deal brings highly proprietary fuel sensors and structural health monitors into the ecosystem. These sensors are essential for telling pilots"
X Link 2026-01-01T23:46Z [----] followers, [----] engagements

"In [----] we should expect to see at least $695 Million in run-rate revenue added for $TDG just from acquisitions: Stellant: $300M Simmonds: $350M Servotronics: $45M These three deals alone add nearly 8% to their annual revenue base big for a company of this size"
X Link 2026-01-02T00:23Z [----] followers, [----] engagements

"Is chasing the next big thing worth it when $FICO gets paid when credit is used $SPGI gets paid as capital tracks the S&P $MA gets paid every time you swipe $AMZN gets paid every time you order online Or do you just wait for bad sentiment"
X Link 2026-01-05T02:47Z [----] followers, 12.6K engagements

"150+ aircraft were used in the Venezuela op. $TDG is on nearly every one. Some include: F-22 Raptor: Flies into 2040s F-35 Lightning II: Flies [--------] F/A-18 Super Hornet: Flies into 2040s EA-18G Growler: Flies into 2040s Black Hawk: Flies until 2070s https://twitter.com/i/web/status/2008059697706787324 https://twitter.com/i/web/status/2008059697706787324"
X Link 2026-01-05T06:15Z [----] followers, [----] engagements

"If there is one business model you need to study its TransDigm. $TDG is both fascinating and dominant. Whats your pick"
X Link 2026-01-05T22:37Z [----] followers, [----] engagements

"Both are incredibly strong companies with massive moats installed bases and razor/blade models. $TDG operates like a PE firm within aerospace - [--] acquisitions in [----] alone and are much more aggressive about squeezing every cent for shareholders. Also pays special dividends which were recently $90 a share. TDG higher margins cheaper valuation likely due to the ongoing regulatory scrutiny it faces like $FICO I think TDG is extremely similar to your Fico holding bc they sell mission critical components that represent a tiny fraction of the total end cost which allow great price increases."
X Link 2026-01-07T16:12Z [----] followers, [---] engagements

"A primary metric for aerospace investors: RPMs (Revenue Passenger Miles). It measures airline traffic and demand. Calculation: Paying Passengers Distance Flown (Ex: [---] passengers [---] miles = [-----] RPMs) Historically 4-5% annual growth. $TDG $GE"
X Link 2026-01-08T06:22Z [----] followers, [----] engagements

"Good piece on $TDG I came across. Interesting detail here: "Parts average $1000 and 90% cost less than $5000." They own these assets deliberately. Certification alone can cost $1M+ not to mention high R&D costs low volumes and IP protection. Makes little sense for a competitor to try to take share. http://open.substack.com/pub/eaglepointcapital/p/repost-is-transdigms-pricing-power http://open.substack.com/pub/eaglepointcapital/p/repost-is-transdigms-pricing-power"
X Link 2026-01-10T03:04Z [----] followers, [----] engagements

"Joseph Shaposhnik (Rainwater Equity $RW) names Constellation Software ( $CSU ) his top pick for the next [--] years. He calls it "the Berkshire Hathaway of our modern times." His previous fund TCW (20152024) compounded at 15.8% annually. Top [--] of [--] holdings below:"
X Link 2026-01-15T05:10Z [----] followers, 40.4K engagements

"I would love a better price for TDG jr - $LOAR. $6.8B market cap. Long growth story. Multiple is eyewatering. P/FCF: 74x EV/EBITDA: 61x https://twitter.com/i/web/status/2011975813537685884 https://twitter.com/i/web/status/2011975813537685884"
X Link 2026-01-16T01:36Z [----] followers, [----] engagements

"$TDG signed definitive agreement for Jet Parts Engineering and Victor Sierra Aviation for $2.2 billion cash. Highly engineered PMA parts and repairs with nearly 100% aftermarket revenue. $280 million [----] revenue"
X Link 2026-01-17T02:01Z [----] followers, [----] engagements

"$RACE -38% 52-week 🏎 One of the few companies where demand increases when price increases. Potential opportunity 29x P/FCF 23x EV/EBIT"
X Link 2026-01-17T02:13Z [----] followers, 20.8K engagements

"Today I sold $V and $MCO and used those gains to buy $ADBE. Needless to say Visa and Moody's are not going anywhere. Adobe offers much higher upside than those two sitting at small weightings and I still have their twin tollbooths $SPGI and $MA. I am not praying for Adobe to get re-rated you can get market beating returns without a rerating. With multiple expansion the returns will be massive. I also took some $GOOG gains as it was a 21% weighting but did not use those profits to buy any Adobe. https://twitter.com/i/web/status/1996680747613077952"
X Link 2025-12-04T20:39Z [----] followers, 47.2K engagements

"What is this portfolio missing Today I sold $V and $MCO and used those gains to buy $ADBE. Needless to say Visa and Moody's are not going anywhere. Adobe offers much higher upside than those two sitting at small weightings and I still have their twin tollbooths $SPGI and $MA. I am not praying for Adobe to https://t.co/gzA68Fq0jD Today I sold $V and $MCO and used those gains to buy $ADBE. Needless to say Visa and Moody's are not going anywhere. Adobe offers much higher upside than those two sitting at small weightings and I still have their twin tollbooths $SPGI and $MA. I am not praying for"
X Link 2026-01-04T05:19Z [----] followers, 15.3K engagements

"The goal of every public company is to maximize shareholder value. Few can say theyve done it better than Brookfield. $BN $BAM"
X Link 2026-01-09T04:25Z [----] followers, [----] engagements

"What in the world am I looking at. $DDS"
X Link 2026-01-09T05:00Z [----] followers, [----] engagements

"I hope we can all agree Brookfields ( $BN ) operating assets like railroads tollbooths and telecom towers are wide moat businesses. But what about managing and continuously attracting capital ( $BAM ) BAMs capital is locked into long-term contracts for decades: 94% of fee-earnings are long-term or perpetual 86% of fee-bearing capital is permanent or long-term 50% is locked into agreements of 10+ years For large pools of capital (governments sovereign wealth funds pension funds) the choice comes down to this: Scale is a moat Reputation is a moat Writing checks others can't is a moat"
X Link 2026-01-11T06:42Z [----] followers, 14.8K engagements

"Post-Earnings: $FICO trades at 39.8x Forward FCF Current Market Price: $1391"
X Link 2026-02-08T01:37Z [----] followers, [----] engagements

"Current prices are great entry points for $SPGI & $MCO"
X Link 2025-09-20T17:27Z [----] followers, [----] engagements

"TransDigm recently paid a $90 special dividend to shareholders $TDG"
X Link 2025-09-22T05:00Z [----] followers, [---] engagements

"Constellation Software trades at [----] P/FCF and has never done SBC. Keep this in mind when comparing it to other software companies loaded with dilution. $CSU"
X Link 2025-09-22T23:39Z [----] followers, 12.2K engagements

"6 high-quality companies in a pullback: $FICO $1534 FCF yield: 2.2% $TDG $1299 FCF yield: 2.6% $MSCI $568 FCF yield: 3.3% $SPGI $496 FCF yield: 3.5% $CSU $4000 FCF yield: 3.5% $ADBE $361 FCF yield: 6.2%"
X Link 2025-09-23T22:27Z [----] followers, [----] engagements

"First-mover advantage is real for Intuitive Surgical which holds a near-monopoly in robotic-assisted soft-tissue surgery. Hard to challenge a company with: [-----] da Vinci systems installed $1.6 million price per system 85% recurring revenue 16% CAGR in robotic-surgery addressable market by [----] $ISRG https://twitter.com/i/web/status/1972383055575937421 https://twitter.com/i/web/status/1972383055575937421"
X Link 2025-09-28T19:29Z [----] followers, [----] engagements

"The one and only $FICO Highly likely to be added to the portfolio this week. Chart shows EPS and FCF margin since price hikes began in Q1 2018:"
X Link 2025-09-30T22:11Z [----] followers, [----] engagements

"The day I was going to buy $FICO it is up 20% pre-market"
X Link 2025-10-02T12:07Z [----] followers, [----] engagements

"Do not forget insiders own 17.4% of shares $BN"
X Link 2025-10-03T02:42Z [----] followers, [----] engagements

"Thinking about cutting $MCO and $V and overweighted $AMZN even more"
X Link 2025-10-11T21:02Z [----] followers, [----] engagements

"Portfolio Update: Added a new shitco $FICO. VantageScore still has to prove it can compete. FICO remains the undisputed standard. Goal: a portfolio of monopolistic high-quality businesses compounding 15% annually for decades. Age: [--] Find me a stronger lineup:"
X Link 2025-10-16T20:03Z [----] followers, 23.8K engagements

"Howard Marks is one of the greatest investors of our generation leading Oaktree with a 19% CAGR. $BN now owns 100% of the company. Just casual stuff"
X Link 2025-10-17T05:11Z [----] followers, [----] engagements

"Market share aside (while still confirming) $FICO has a far wider moat over VantageScore than $MCO or $SPGI have over each other. Why The market rewards S&P Global and Moodys for issuing highly consistent ratings. They operate under constant scrutinybond yields and market prices provide immediate feedback forcing convergence and accuracy. For FICO this feedback loop doesnt exist. The three credit bureaus often hold different raw data since lenders arent required to report to all of them. As a result its common for VantageScore to average about [--] points higher than the Classic FICO Score and"
X Link 2025-10-17T14:19Z [----] followers, [----] engagements

"$AMZN and $SPGI are steals right now"
X Link 2025-10-17T15:06Z [----] followers, [----] engagements

"$BN and $GOOGL are both fully integrated stacks. Google owns the cloud software hardware (TPUs) infrastructure data and distribution. Brookfield owns the physical infrastructure data centers real estate renewable power and perpetual capital. Takeaway: high reward low risk"
X Link 2025-10-19T04:24Z [----] followers, 19.9K engagements

"How $FICO scores are calculated"
X Link 2025-10-20T01:37Z [----] followers, [----] engagements

"I almost forgot $CSU is trading at 22x FCF"
X Link 2025-10-22T22:04Z [----] followers, [----] engagements

"@TacticzH Are you a fan of $GE and $SAF by chance Similar characteristics to $ASML"
X Link 2025-10-24T03:51Z [----] followers, [---] engagements

"Monopolies are green across the board. What a sight"
X Link 2025-10-24T04:05Z [----] followers, [----] engagements

"I am super close to pulling trigger on $CSU $ADBE"
X Link 2025-10-25T07:16Z [----] followers, [----] engagements

"Today $UBER teams up with NVIDIA & Stellantis to launch one of the worlds largest autonomous vehicle networks. [----] Level [--] robotaxis powered by $NVDA Uber supplies demand and manages fleet ops: charging maintenance support Stellantis to supply AV-ready vehicles NVIDIA provides AI architecture & data factory for 3M+ hours of training"
X Link 2025-10-29T01:42Z [----] followers, [----] engagements

"Bought more $BN"
X Link 2025-11-13T14:45Z [----] followers, [----] engagements

"$BN believes intrinsic value is $69/share. The market has it at $44. YTD they have repurchased $950 million of stock at an average price of $36 which is a 50% discount to managements estimate of fair value. Like Berkshire in its early years the business looks too complicated from the outside. As the fee engine insurance platform and perpetual capital units scale the complex parts become smaller and the conglomerate discount fades. Brookfield will keep using undervaluation to its advantage through buybacks and compounding. If the stock keeps falling I am fine with that."
X Link 2025-11-13T16:45Z [----] followers, 49.2K engagements

"$BN Bruce Flatt on whether AI and data centers are a bubble: *Hint: You cannot build enough"
X Link 2025-11-17T01:50Z [----] followers, [----] engagements

"$GOOG closed at $147 on April [--] [----]. Its at $294 in overnight trading. Thats a double. Can we really argue the market is efficient or are we going to pretend Google doubled its value in [--] months"
X Link 2025-11-17T02:50Z [----] followers, 153.1K engagements

"My dad has a large cash pile in his brokerage. Outside of ETFs his core positions are $GE $BN and $AMZN with some dividend names like $CAT and $XOM and growth like $BROS. Some names I am considering: $UBER $META $CSU $SPGI and $MA. If he is aiming for around 15% annual returns what would you add and what % allocation would you give each https://twitter.com/i/web/status/1992676863626666332 https://twitter.com/i/web/status/1992676863626666332"
X Link 2025-11-23T19:29Z [----] followers, [----] engagements

"The market seems to favor the Costco model. I have previously compared TransDigm to FICO and HEI to Costco. I personally prefer pricing power if it works long term and it clearly has with TDG compounding at 36% since inception. TransDigm trades at a cheaper valuation has stronger margins and follows better M&A and capital allocation criteria. https://twitter.com/i/web/status/1993479551792394267 https://twitter.com/i/web/status/1993479551792394267"
X Link 2025-11-26T00:38Z [----] followers, [---] engagements

"$GOOGL $ADOBE Google is competing for the casual creator space: YouTube Create Google Vids Magic Editor. Adobe has the professional creators. They are integrating Gemini [--] (Nano Banana) instead of directly competing. Google captures the cloud revenue & compute scale without needing to disrupt the industry standard. https://twitter.com/i/web/status/1995930894608011612 https://twitter.com/i/web/status/1995930894608011612"
X Link 2025-12-02T18:59Z [----] followers, 27.6K engagements

"@livermore185 These positions were too small in terms of $ to make a dent"
X Link 2025-12-05T16:38Z [----] followers, [---] engagements

"@OriModiano $OMAB briefly"
X Link 2025-12-18T20:30Z [----] followers, [----] engagements

"$TDG loves debt. They use it well because of: [--]. Predictable cash flow [--]. Pricing power [--]. Low reinvestment risk [--]. Access to cheap capital They are so confident in their debt strategy that they issued $5B in debt to fund a $90 special dividend"
X Link 2025-12-23T19:25Z [----] followers, [----] engagements

"Brookfield owns 51% of Westinghouse. Westinghouse owns the AP1000. The AP1000 is the only advanced (Gen III+) nuclear technology that is certified and operational in the US today. In non-jargon terms if you want to deploy proven nuclear power in America right now you have no choice but to go through $BN. https://twitter.com/i/web/status/2003587671046938975 https://twitter.com/i/web/status/2003587671046938975"
X Link 2025-12-23T22:05Z [----] followers, 52.5K engagements

"$HEI is a wide moat compounder. But at 55x FCF"
X Link 2025-12-23T22:15Z [----] followers, [----] engagements

"@CapexAndChill $TDG"
X Link 2025-12-23T22:17Z [----] followers, [---] engagements

"The bear case for $CPRT is more nuanced than it seems. Some argue that cars are getting safer and AVs will eventually make accidents uncommon which would naturally hurt Copart's supply. But this thought process misses the other part of the story in the industry. Technological complexity can actually be a tailwind because of the frequency versus severity paradox. While ADAS might marginally reduce accident frequency it drastically increases accident severity. A smaller fender bender that might have been an easy $1000 replacement is now packed with LIDAR and sensors and expensive calibration."
X Link 2025-12-28T06:55Z [----] followers, [----] engagements

"$CPRT Revenue breakdown Service Revenue: Pure fees for facilitating the auction. High margin majority of revenue. Vehicle Sales: Principal trading. Buying inventory to resell. The US remains the dominant engine. Visualizing the moat 👇"
X Link 2025-12-28T17:56Z [----] followers, [----] engagements

"Aena $ANYYY is a fascinating natural monopoly ✈ It acts as a toll booth on Spanish tourism which is one of the world's most popular destinations. Aena operates [--] airports in Spain and manages over 90% of the countrys passenger travel. Globally it manages a total of [--] airports across [--] countries. The Spanish government is the majority shareholder at 51% which creates strong alignment with infrastructure goals. While aeronautical fees are regulated Aenas commercial services like shops VIP lounges and car rentals are unregulated and carry significantly higher margins. The commercial margin"
X Link 2025-12-28T23:29Z [----] followers, 10.6K engagements

"$UMG: A Bill Ackman position rarely discussed. The definition of an IP moat. Controls 32% of the global music market. Represents [--] of the top [--] global musicians. The stock is -6% since its [----] IPO but check out the chart"
X Link 2025-12-29T00:06Z [----] followers, 21.7K engagements

"@Ahmedshww $TDG for the win"
X Link 2025-12-31T06:25Z [----] followers, [---] engagements

"@invest091 Do you prefer over $CP"
X Link 2026-01-04T06:03Z [----] followers, [---] engagements

"Service/Elevator global oligopoly: $OTIS. The revenue growth is uninspiring but the underlying moat is massive: 2.4M global installed base Life of an elevator: [----] years 90% of profit comes from maintenance 94%+ retention rate"
X Link 2026-01-05T18:56Z [----] followers, 12.7K engagements

"@ContrarianN Uh they haven't had a red year since [----] and they're up 9% this year. Also $TDG owns the IP and regulatory certifications. You can't 3D print that along with most of their parts if you tried"
X Link 2026-01-06T05:21Z [----] followers, [---] engagements

"Tweets appear to be part of $FICO cost of capital I do not understand what the credit bureaus are doing with their pricing - they are inviting a lot of scrutiny that is only intensifying by the day. I do not understand what the credit bureaus are doing with their pricing - they are inviting a lot of scrutiny that is only intensifying by the day"
X Link 2026-01-07T03:18Z [----] followers, [----] engagements

"I think about this too often. TransDigms moat is brutal. My rough estimate to breach the $TDG moat is $38 billion solely in certification costs. (380k active PMAs $100k FAA certification costs) Here are the steps a competitor would have to execute [------] times only to ultimately destroy the margins TransDigms moat is brutal. My rough estimate to breach the $TDG moat is $38 billion solely in certification costs. (380k active PMAs $100k FAA certification costs) Here are the steps a competitor would have to execute [------] times only to ultimately destroy the margins"
X Link 2026-01-11T06:33Z [----] followers, [----] engagements

"Is $FTAI a $GE / $SAF / $RTX frenemy + AI data center play They specialize in the aftermarket for the world's most widely used jet engines (CFM56 & V2500). They don't manufacture the engines but instead buy and lease them to airlines. Another way to profit from the long MRO contracts and plane lifespan. They swap out specific modules rather than doing full overhauls. It cuts the time to return to service from months to just days and drastically lowers costs. This strategy sounds a lot like $HEI. To further drive efficiency they recently partnered with $PLTR to automate supply chain logistics."
X Link 2026-01-12T07:18Z [----] followers, [----] engagements

"Apple Intelligence will finally be intelligent Joint Statement: Apple and Google have entered into a multi-year collaboration under which the next generation of Apple Foundation Models will be based on Google's Gemini models and cloud technology. These models will help power future Apple Intelligence features including a Joint Statement: Apple and Google have entered into a multi-year collaboration under which the next generation of Apple Foundation Models will be based on Google's Gemini models and cloud technology. These models will help power future Apple Intelligence features including a"
X Link 2026-01-13T06:35Z [----] followers, [----] engagements

"Stop comparing $ADBE to $PYPL"
X Link 2026-01-14T07:08Z [----] followers, [----] engagements

"High quality SaaS has been taking a beating Drop from 52-Week Highs: $NOW: -44% $CSU: -43% $CRM: -37% $ADBE: -35% $INTU: -31%"
X Link 2026-01-15T19:26Z [----] followers, 10.1K engagements

"$ADBE at an 8.1% FCF yield btw"
X Link 2026-01-17T06:45Z [----] followers, 14.8K engagements

"Moment of silence for SaaS employees paid in SBC High quality SaaS has been taking a beating Drop from 52-Week Highs: $NOW: -44% $CSU: -43% $CRM: -37% $ADBE: -35% $INTU: -31% High quality SaaS has been taking a beating Drop from 52-Week Highs: $NOW: -44% $CSU: -43% $CRM: -37% $ADBE: -35% $INTU: -31%"
X Link 2026-01-17T07:15Z [----] followers, [----] engagements

"Anybody notice Gemini no longer has the memory of a goldfish Theres been a massive memory upgrade plus it connects to the full Google ecosystem (if toggled on). It knows what you watch on YouTube your Google searches and what you emailed [--] years ago. $GOOGL takeover"
X Link 2026-01-18T05:44Z [----] followers, [----] engagements

"They say you cant beat the indices with large caps. But the indices are large caps"
X Link 2026-01-18T05:53Z [----] followers, [----] engagements

"I valued $NFLX on updated [----] guidance. Currently at $83/per share: Enterprise Value (EV): $363.8B (diluted) [----] Revenue: $51.2B (midpoint) Operating Margin Target: 31.5% Implied [----] EBIT: $16.1B = 22.5x Forward EV/EBIT"
X Link 2026-01-21T18:29Z [----] followers, [----] engagements

"So basically you can own any company in the ENTIRE world And you chose $DUOL. 🦉"
X Link 2026-01-22T05:26Z [----] followers, 12.6K engagements

"@BradoCapital $BKNG"
X Link 2026-01-22T23:06Z [----] followers, [---] engagements

"Whos ready for $FICO earnings"
X Link 2026-01-28T16:17Z [----] followers, [----] engagements

"Name [--] things better than earnings season"
X Link 2026-01-29T06:54Z [----] followers, [----] engagements

"If Brookfield Corp hits managements $175 target by [----]. Thats a 31% CAGR from todays price of $58. Is Bruce Flatt ever wrong LONG $BN"
X Link 2025-06-06T10:25Z [----] followers, [----] engagements

"My fair value for Brookfield Corp is $95/share vs. its current price of $64. This assumes they hit their distributable earnings target of $9.77 in [----] (including realizations and capital allocation) and stays at 15x P/DE. Implied CAGR from todays price: 20% $BN https://twitter.com/i/web/status/1941460142295273781 https://twitter.com/i/web/status/1941460142295273781"
X Link 2025-07-05T11:32Z [----] followers, [----] engagements

"The "3 Ds" are the megatrends Brookfield Corp's ( $BN ) global strategy is betting on. Here's the breakdown: [--]. Digitalization (of everything) They are buying the physical backbone of the digital economydata centers fiber networks and cell towers. As AI and cloud demand explodes this infrastructure becomes non-negotiable. [--]. Decarbonization Brookfield is capturing the shift to low-carbon energy including nuclear wind solar and hydro. They are positioned to be a prime beneficiary as the world moves toward net-zero. [--]. Deglobalization Brookfield is investing in critical infrastructure that"
X Link 2025-07-07T17:20Z [----] followers, [----] engagements

"Brookfield Corp ( $BN ) is built for downside protection. 87% of the fee-bearing capital is locked in for 10+ years. No matter how markets move Brookfield collects steady management fees. 90% of Brookfield Renewable Partners ( $BEP ) contracts are locked in with an average remaining life of [--] years. A significant portion of their Power Purchase Agreements are indexed to inflation which means BEP's revenues can grow along with inflation. https://twitter.com/i/web/status/1942293023922217157 https://twitter.com/i/web/status/1942293023922217157"
X Link 2025-07-07T18:41Z [----] followers, 25.2K engagements

"This is why I love Brookfield Corp. They just signed a $3 billion deal with Google to provide hydropower. Thats [--] years of predictable locked-in revenue. $BN $GOOGL"
X Link 2025-07-15T16:00Z [----] followers, 10.9K engagements

"Brookfield Corp is committing to build seven major AI computing sites over the next five years requiring roughly $200B in capital. A clear step forward in their long-term infrastructure thesis. $BN $BIP"
X Link 2025-08-10T02:34Z [----] followers, [----] engagements

"Mark Massey isnt very public but hes one of my top managers based on positions"
X Link 2025-11-14T22:21Z [----] followers, 77.3K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing