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@stonkmetal Avatar @stonkmetal Heavy Moat Investments

Heavy Moat Investments posts on X about $edenpa, $plxpa, $eden, $asml the most. They currently have XXXXXX followers and 1339 posts still getting attention that total XXX engagements in the last XX hours.

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Social category influence stocks finance cryptocurrencies technology brands countries currencies luxury brands automotive brands

Social topic influence $edenpa #9, $plxpa #1, $eden #35, $asml #133, asml #197, deep dive, france, buybacks, $plx #10, $four #57

Top accounts mentioned or mentioned by @seekingalpha @invesquotes @stockopine @europeandgi @qualitystocksa @longequity @renesellmann @wolfofharcourt @tintincapital @dividenddynasty @dutchinvestors @drginvests @joinyellowbrick @satsfilip @marcslans @theraymyers @evfcfaddict @cj0pp3l @aktieblogg @investinassets

Top assets mentioned Eden (EDEN) Parallax (PLX) 4 (FOUR) Danaher Corporation (DHR) Ferrari N.V. (RACE) Gartner Inc (IT) Microsoft Corp. (MSFT) RIBBIT (RBT) Carlisle Companies, Inc. (CSL) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) MercadoLibre Inc (MELI) Texas Instruments (TXN) Reality Metaverse (RMV)

Top Social Posts #

Top posts by engagements in the last XX hours

"I got an exciting post scheduled for next week. Some great gems in this industry. What exchange is your favorite"
X Link @stonkmetal 2025-10-09T08:48Z 23.9K followers, 2137 engagements

"@LCinvesting I own Edenred Planisware and Sartorius stedim. The first two are bargains"
X Link @stonkmetal 2025-10-10T05:37Z 23.9K followers, XXX engagements

"Seems pretty justified that $RACE is down big on this 2030 guidance. Maybe a 40PE is steep if you expect to CAGR revenue at X% with hardly any margin expansion.I'm not well versed in either luxury nor cars however"
X Link @stonkmetal 2025-10-09T12:12Z 23.9K followers, 19.6K engagements

"Very exciting price action on $IT. Gartner is down XX% getting demolished today. I looked at the opportunity a few weeks ago and am looking to write a deep dive on it. I highlighted risks and want to find out if they are valid or if this is an opportunity. Stay tuned"
X Link @stonkmetal 2025-08-05T16:18Z 23.9K followers, 7913 engagements

"Finally some good news for $EDEN.PA $PLX.PA France proposes to digitize meal vouchers starting 2027"
X Link @stonkmetal 2025-06-26T07:38Z 23.9K followers, 3236 engagements

"I do not understand your point of "cumulative buybacks with XXX% of FCF pre M&A". This will not happen they are commited to their growing dividend unless there is a drastic change at CMD next month. I have Edenred as my #1 position with a XX% IRR expecation. I agree with most else you said"
X Link @stonkmetal 2025-10-03T18:24Z 23.9K followers, XX engagements

"The best part is when the cheap comes from overblown fears like regulations that are already within company guidance. Let's see if $EDEN.PA $PLX.PA work out well from here trading at cheap multiples while continuing to grow with high cash conversions"
X Link @stonkmetal 2025-07-28T14:56Z 23.9K followers, 3696 engagements

"The recent sell-off in Edenred and Pluxee shares raises questions. Are investors overreacting to regulatory news or is there genuine cause for concern Let's dissect the fundamentals behind the headlines"
X Link @stonkmetal 2025-09-09T14:48Z 23.9K followers, 3590 engagements

"Large protests in France against proposed budget cuts by the old PM who lost the vote of confidence. Should be a positive for $EDEN $PLX rumors are far from fact yet the shared have corrected sharply based on recent news of potential additional taxes on vouchers"
X Link @stonkmetal 2025-09-20T14:37Z 23.9K followers, 2553 engagements

"Sartorius stedim $DIM with XX% CC revenue growth driven by double digit consumables growth in an regions. Raises FY guidance to X% growth from X% and upper end of EBITDA margin guidance 31%. Good to hear let's see how the market reacts and if the earnings call can ruin it again 😅"
X Link @stonkmetal 2025-10-16T05:27Z 23.9K followers, 4313 engagements

"Yes but it's not about having the best product. You need the best distribution. Microsoft doesn't make good products"
X Link @stonkmetal 2025-10-11T22:06Z 23.9K followers, 5422 engagements

"@invest091 I mean ashtead group rents machines from both companies"
X Link @stonkmetal 2025-10-06T16:27Z 23.9K followers, XX engagements

"@findingdots How high is their reinvestment rate though ROIC in isolation tells us nothing. Otherwise you should go and pay 100x earnings for Rightmove with an ROIC of 200%"
X Link @stonkmetal 2025-10-10T09:51Z 23.9K followers, XX engagements

"Why is everybody quoting $ASML premium versus other semi caps all of a sudden. I've owned ASML for X years and I've never heard that as a serious argument. Fascinating"
X Link @stonkmetal 2025-10-06T19:19Z 23.9K followers, 2801 engagements

"January portfolio update Bought $EVS Broadcast Sold $ATD.TO Alimentation Couche Tard January was strong up XXX% as European quality seems to rebound. More details on my blog"
X Link @stonkmetal 2025-02-01T16:08Z 23.9K followers, 8873 engagements

"@ReneSellmann I too can't wait for $EDEN to fall XX% on reporting in line results again 😂"
X Link @stonkmetal 2025-10-08T17:31Z 23.9K followers, XXX engagements

"@LootDropCapital It's like too cheap but not as "too cheap" as many (including myself at first) think. Complex with preferred shares and GB impact going forward. Still one of the most interesting set ups in the market for me"
X Link @stonkmetal 2025-10-13T17:57Z 23.9K followers, XXX engagements

"Stock exchanges might seem mundane but they're among the most lucrative businesses in finance. With minimal competition and decades of operation these local monopolies have secrets worth exploring. Dive into the details with me"
X Link @stonkmetal 2025-10-13T17:34Z 23.9K followers, 2513 engagements

"Portfolio Update: Sold: Half of Pluxee $PLX.PA position Bought: Edenred $EDEN.PA Added to: $ASML Hermle More details and a performance update can be found on my sub"
X Link @stonkmetal 2024-11-01T13:46Z 23.9K followers, 9109 engagements

""In other words it will always be more advantageous for an employer to use these salary supplements rather than going through real salary increases." That's the important part. For Edenred it's not a tax but it will put pressure on demand.but shares already represent those changes"
X Link @stonkmetal 2025-10-16T16:53Z 23.9K followers, XX engagements

"Such a thing does not exist"
X Link @stonkmetal 2025-10-08T15:47Z 23.9K followers, 5297 engagements

"@KairosPraxis @oc_ulus The set up looks really nice. Cellebrite is #2 for me right now but tempting to add a bit more (other great opportunities like $FOUR or $AT.L might be even better though)"
X Link @stonkmetal 2025-10-07T22:22Z 23.9K followers, XXX engagements

"The wizard behind constellation software is stepping down due to health reasons. I wish a speedy recovery Time for an article on constellation software $CSU.TO"
X Link @stonkmetal 2025-09-25T14:08Z 23.9K followers, 8408 engagements

"Both are strong buys in my opinion and Edenred is a more complex business. I think that the general idea is the same for the other segments however just without the regulatory worry. Big fear for both is incinerating cash with bad cap allocation I see lower risk with Edenred there. Due to the diversification the regulatory threats are also lower. Pluxee can get higher growth due to focus on SMBs and has more margin expansion opportunity but it's not worth the additional risk when Edenred should clear XX% IRR with lower risks"
X Link @stonkmetal 2025-10-08T22:31Z 23.9K followers, XX engagements

"@zoomyzoomm Most data providers also use the wrong EV calculation in my opinion. Most of Adyen's cash is payables to merchants and should not be counted towards EV. Makes the valuation discrepency even wider. I've been trimming some Adyen for Four lately"
X Link @stonkmetal 2025-10-06T15:24Z 23.9K followers, XX engagements

"@TheLAPurchaser @peter_mantas DHR bag holder and DIM (can't say bag with XX% gains) holder. Let's see if things can finally go well again. Danaher has been a painful performance drag the last X years for me"
X Link @stonkmetal 2025-10-01T07:45Z 23.9K followers, XXX engagements

"What makes Edenred more interesting to me is their diversification. XX% of sales are from unregulated markets so not exposed to the whole regulatory risk (much more than at Pluxee). Pluxee is a great bet on Brazil meal vouchers. I also prefer capital allocation at Edenred (buybacks and dividends) versus Pluxee (bolt on deals without disclosing what they are paying instead of buybacks)"
X Link @stonkmetal 2025-10-08T21:58Z 23.9K followers, XXX engagements

"Daily $EDEN $PLX owner ritual. Like the fifth time or so they fall because of French regulatory fears. I guess nothing is ever priced in"
X Link @stonkmetal 2025-09-12T11:45Z 23.9K followers, 5173 engagements

"Got some freed up cash. Give me your best high quality stock pitch. Preferably smid cap ROIC15% and long reinvestment runway"
X Link @stonkmetal 2025-02-10T19:40Z 23.9K followers, 55.8K engagements

"Can you guess what Monday's blog post will be about"
X Link @stonkmetal 2025-10-03T09:44Z 23.9K followers, 3563 engagements

"Portfolio update (details on my blog) Sold: Robertet $RBT Carlisle $CSL Frosta AG Eckert & Ziegler Bought: Shift4 Payments $FOUR Trimmed: ASML $ASML Adyen $ADYEY Added: Cellebrite $CLBT Edenred $EDEN Mercado Libre $MELI Constellation Software $CSU.TO"
X Link @stonkmetal 2025-10-01T12:31Z 23.9K followers, 7825 engagements

"Ashtead technology Cellebrite shift4 payments. 1) way too cheap less cyclical than people think probably 2) strong moat and durable growth new management and last quarter likely was a clearing event for some bear cases 3) strong moat durable organic growth +cap allocation track record. Guidance implies miltibagger potential"
X Link @stonkmetal 2025-10-11T09:34Z 23.9K followers, XXX engagements

"Big portfolio changes Aggressively trimmed low conviction or low IRR Positions to bring down number of positions. New: Planisware Sales: $TXN $NSSC Lifco Arcure Pluxee Nemetschek Trim: $CSU more details on the blog"
X Link @stonkmetal 2025-08-01T13:17Z 23.9K followers, 9521 engagements

"Deep dive on one of the best businesses I've ever seen just went live $IDEXX"
X Link @stonkmetal 2025-03-13T17:20Z 23.9K followers, 9463 engagements

"Ashtead Technology serves a niche clientele in offshore energy while Ashtead Group caters to a diverse spectrum of construction firms. What does this mean for their growth potential and risk profiles Discover the nuances in my latest analysis"
X Link @stonkmetal 2025-10-06T15:03Z 23.9K followers, 1903 engagements

"Time to discuss my oldest portfolio holding.and not the most successful one $DHR"
X Link @stonkmetal 2025-09-24T12:51Z 23.9K followers, 4162 engagements

"Putting the multiple compression of $PLX.PA and $EDEN.PA into perspective compared to some similarly scalable market places $V $RMV. A lot of rerating potential"
X Link @stonkmetal 2024-08-07T19:03Z 23.9K followers, 4579 engagements