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@stonkmetal Avatar @stonkmetal Heavy Moat Investments

Heavy Moat Investments posts on X about $edenpa, $four, $csuto, $csu the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXX% cryptocurrencies XXXX% countries XXXX% currencies XXXX% technology brands XXXX% nhl XXXX%

Social topic influence $edenpa #1, $four #17, $csuto #47, $csu 6.45%, business 6.45%, strong 6.45%, $clbt #4, $eden #2, $meli #56, $ahtl XXXX%

Top accounts mentioned or mentioned by @joinyellowbrick @renesellmann @quartr_app @invest091 @fundasyinvestor @olensrud @stockfins @unborn_investor @jerrycap @pythiar @divfinsanalyst @pernasresearch @emilhartela @1rabbitresearch @rnationaloff @chriszch @arkalos77 @seedogcap @unborninvestor @sempiternoinv

Top assets mentioned 4 (FOUR) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Eden (EDEN) MercadoLibre Inc (MELI) United Rentals, Inc. (URI) Texas Instruments (TXN) Atkore Inc. (ATKR) RIBBIT (RBT) Carlisle Companies, Inc. (CSL)

Top Social Posts

Top posts by engagements in the last XX hours

"Ashtead $AHT.L and $URI have been absolute beasts over the last decade. Is the future looking as rosy however Check out my new Ashtead analysis with a X days free trial on my blog"
X Link 2024-08-14T14:54Z 24.4K followers, 3188 engagements

"The XX% revenue growth in 2023 was an anomaly. Revenue growth at $CSU.TO is not steady it's M&A driven after all. XX% is fine Q3 was an acceleration. I agree however that the stock was too expensive and I did trim 1/3 in June. Now is the time to rebuy those shares"
X Link 2025-11-11T08:21Z 24.4K followers, 10.5K engagements

"My article on Brazilian PAT regulations and impact on Edenred $EDEN.PA (some Pluxee $PLX.PA comments too) is now live. I'm disappointed on how poor communication has been here"
X Link 2025-11-12T12:53Z 24.4K followers, 5361 engagements

"Great for $EDEN.PA Edenred"
X Link 2025-11-07T11:49Z 24.3K followers, 4539 engagements

"Holding Edenred $EDEN.PA.the same as usual. I am actually very disappointed about communication here. Will post a short update on the blog later today"
X Link 2025-11-12T08:32Z 24.3K followers, 7810 engagements

"@see_dog_cap @olensrud @unborn_investor @Sempiterno_Inv @Mr_Neutral_Man That's very consistent indeed. The comparable would be Salesforce founder but he sold shares daily for years instead 😂"
X Link 2025-12-11T06:47Z 24.4K followers, XX 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 2025-08-01T13:17Z 24.4K followers, 9872 engagements

"I learned a lot with $ATKR. Fortunately losses were limited"
X Link 2025-08-24T06:38Z 24.4K followers, 4991 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 2025-10-01T12:31Z 24.4K followers, 8415 engagements

"International expansion at $FOUR hit a milestone. Prove of concept for Canadian stadiums. More to come if this goes well hopefully"
X Link 2025-11-19T14:02Z 24.4K followers, 5216 engagements

"I am very bullish $FOUR but let's be real: Organic growth is tied to M&A. Without the M&A cross sell funnel they won't hit these organic growth rates. What's the steady state organic growth in the absence of M&A for a few years"
X Link 2025-12-02T22:01Z 24.4K followers, 5528 engagements

"@brookgatecap @ReneSellmann @NStepmum Allegros network is a cluster of many unrelated providers without efficiency. It will shift some volume from InPost to Allegro but that's it. InPost has superior customer experience and a large loyal customer base"
X Link 2025-12-08T06:17Z 24.4K followers, XXX engagements

"My largest position Edenred $EDEN.PA hosted a successful Capital Market Day yesterday. While shares were down X% my conviction never was higher"
X Link 2025-11-05T08:47Z 24.4K followers, 5271 engagements

"Cellebrite $CLBT is up XX% today on the back of good earnings. ARR grew XX% margins are expanding and NRR of XXX% is solid. Cellebrite is a top X position for me with over XX% weight and a strong conviction. I wouldve weighed it even higher if there werent other opportunities at high IRRs around too"
X Link 2025-11-13T16:20Z 24.4K followers, 6051 engagements

"@JM_Investment0 The linked analysis is a bit older but still captures the large moat and Fundamentals of $MELI. One of my highest convictions only company close to $100b in my portfolio"
X Link 2025-12-11T11:37Z 24.4K followers, XXX engagements

"Edenred $EDEN leaves the CAC40 index. Last time this happened with one of my portfolio companies was Sartorius $SART leaving the Dax. Performed okay since then"
X Link 2025-12-12T17:45Z 24.4K followers, 1366 engagements

"@Stockfins Regulatory fears some justified others not. Went way too far though imo. People ignore that XX% of Edenred is unregulated revenue and that the regulated business is not written off to 0"
X Link 2025-12-12T23:01Z 24.4K followers, XX engagements