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@zeroxpectation LL posts on X about $csu, ai, $toiv, csu the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXXX% vc firms XXXX% luxury brands XXXX% automotive brands XXXX% travel destinations XXXX% countries XXXX%
Social topic influence $csu #9, ai 15.38%, $toiv #7, csu #18, target 7.69%, acquisition 7.69%, $tyl 7.69%, agentic 7.69%, $cprt #112, $roko #5
Top accounts mentioned or mentioned by @thealepalombo @internpierre
Top assets mentioned Tyler Technologies, Inc. (TYL) Copart, Inc. (CPRT) Roko (ROKO) abrdn Income Credit Strategies Fund (ACP) Exponent Inc (EXPO) American Express Company (AXP) Mastercard, Inc. (MA) Penpie (PNP) SatoshiSync (SSNC) Roper Technologies Inc (ROP) Crypterium (CRPT) Merit Circle (MC) Ferrari N.V. (RACE) Veeva Systems, Inc. (VEEV)
Top posts by engagements in the last XX hours
"Could this be the structural tailwind for $EXPO growth reacceleration As AI is increasingly delivered through specialized hardware and embedded in safety-critical systems complexity and risk are rising fast along with the potential for high-consequence failure modes"
X Link 2025-10-31T18:00Z XXX followers, XXX engagements
"$AXP Thanksgiving-to-CyberMonday stats the rich is doing very well US retail spending +9% (+7.7% industry) platinum card spending +13% discretionary spending holds up well vs industry ATH today $MA $V"
X Link 2025-12-11T18:11Z XXX followers, XXX engagements
"$PNP (run by MLs son) trades more actively than its long-term mission suggests new: $TBRG $ENGH $HSN.AX add: $TOI.V $OMDA.OL $APTD.L $SPNS trim: $SGN.WA exit: $CSU $SSNC $CNDT $TCXT.V P/B jumped from 1x to 2.2x since early 2023Markets gladly pricing in $PNPs timing edge"
X Link 2025-05-02T20:00Z XXX followers, 5890 engagements
"$CSU $ROP LatAm copycat $NVNI 4.5x EV/EBITDA 2025F (vs 19x CSU 20x ROP) 4-6x EV/EBITDA acquisition multiple target aim to reduce CoC from XX% to XX% target EBITDA cagr next 5y: 50-60% 2024 organic growth XX% COO Gustavo Usero: ex-CSU insider buying in Oct XXX% net debt/mkt cap"
X Link 2025-10-20T21:27Z XXX followers, 2949 engagements
"$TYL sees AI risk as market hype. Its edge is trust data & expertise a moat against new tech. The opportunity is value-based monetization via "Agentic AI". This delivers 10-30% productivity gains charged as a SaaS fee tied to the value letting it capture labor budgets. $CSU"
X Link 2025-10-30T19:51Z XXX followers, 4226 engagements
"$TYL vs $CSU EV/sales: 8.8x vs 4.7x EV/EBITDA: 30x vs 17x sales growth est: XX% vs 15-20% Despite $TYLs solid business model Im not sure how its valuation is justifiable. It also tends to pay higher acquisition multiples than $CSU. Someone will have to enlighten me on that"
X Link 2025-10-30T20:47Z XXX followers, 2649 engagements
"Auto insurance dynamics rates finally started falling from 2024 record highs X% customers avoided filing a claim some forgo collision coverage altogether many customers take higher deductibles to lower rates claim severity continues to grow. repair cycle times improve $CRPT $BRK"
X Link 2025-11-21T21:12Z XXX followers, XXX engagements
"Software acquirers' # M&A deals since inception $CSU 1k+ Alpine Investors XXX New Mountain Capital XXX Vista Equity Partners XXX Thoma Bravo XXX EQT XXX Accel-KKR XXX Battery Ventures XXX Franciso Partners XXX most hav fewer holdings than # deals as they buy & sell investments"
X Link 2025-11-23T03:27Z XXX followers, 1431 engagements
"Insiders often sell shares right after exercising stock options to avoid putting up any capital. Not my place to judge thats capitalism the line btw SBC management incentives & shareholder interests is often quite blurred. $CPRT lastest SBC-related share sale @ $39.07/shr"
X Link 2025-11-26T20:33Z XXX followers, XXX engagements
"$MC LVMH $RMS Hermes saga Where are the missing shares XXX% Hermes o/s shares held in offshore funds messy & contested factual & legal records mysterious wealth manager Freymond death (suicide) Who is bluffing sensational claims rumors & accusations Hollywood material"
X Link 2025-12-03T19:54Z XXX followers, XXX engagements
"Ernstrmgruppen: Swedish industrial serial acquirer flow tech safety products water energy & automation IPO candidate; est. EV SEK 15b founded 1918 main owner: Hobohm-Hielte family rev XX% cagr EBITA XX% cagr ROCE XX% (target 20%+) leverage over 2x (target 3x) X M&As in '24"
X Link 2025-12-03T20:47Z XXX followers, XXX engagements
"$TOI.V: The paper loss in Q3 was due to an accounting switch of $ACP Asseco stakefrom an equity to an affiliated bizafter increasing its stake from XX% to 24%. Without this change the stake would have shown a gain of 600M (150% ROI) since the initial purchase in Jan. #CSU"
X Link 2025-11-05T16:48Z XXX followers, 3771 engagements
"$TOI.V leverage remains manageable following its second $ACP Asseco stake purchase. With strong cash flow generation the firm can likely sustain 1520% annual rev growth w/o stretching its b/sprovided it continues to deploy free cash flow each year into attractive acquisitions"
X Link 2025-11-05T17:14Z XXX followers, 1868 engagements
"Is the market under-appreciating Ferraris iconic combustion sound & feel amid accelerating electrification And if unit growth becomes structurally challenged could $RACE raise prices even furtherbeyond its already ultra-high-end levelsto compensate"
X Link 2025-12-09T22:47Z XXX followers, XXX engagements
"$ROKO $ROKOF serial acquirer of niche European businesses inspired by $LIFCO $INDT high insider stake paid 8x EV/EBITDA for M&As organic growth+operational improvements ROCE 14%+ sales/s 5y cagr 130%+ bvs 5y cagr 50%+ net debt/EBITDA XXX P/FCF 29x 2025F insider buying lately"
X Link 2025-11-18T20:44Z XXX followers, XXX engagements
"$VEEV Q3 - AI Early adopter projects show real value in deep specialized AI agents in apps. Customers want to move from experimentation to practical solutions & prefer one vendor for consulting software & AI. AI boosts sales sales reps focus on relationship building. $CSU"
X Link 2025-11-21T16:15Z XXX followers, 2918 engagements
"@thealepalombo Are there any other places that offer the best of both Zurich and Singapore"
X Link 2025-12-11T18:42Z XXX followers, XX engagements