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# ![@AKWilk Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::31607223.png) @AKWilk Adam Wilk

Adam Wilk posts on X about $bldr, $wm, $rsg, $wcn the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::31607223/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::31607223/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX +49%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +150%

### Mentions: XX [#](/creator/twitter::31607223/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::31607223/c:line/m:posts_active.svg)

- X Week XX +14%
- X Month XX -XXXX%
- X Months XXX +155%
- X Year XXX +438%

### Followers: XXXXXX [#](/creator/twitter::31607223/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::31607223/c:line/m:followers.svg)

- X Week XXXXXX +0.29%
- X Month XXXXXX +1.30%
- X Months XXXXXX +7.90%
- X Year XXXXXX +20%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::31607223/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::31607223/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::31607223/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [currencies](/list/currencies)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$bldr](/topic/$bldr) #8, [$wm](/topic/$wm) #135, [$rsg](/topic/$rsg) #28, [$wcn](/topic/$wcn) #19, [boring](/topic/boring) #592, [$13b](/topic/$13b) #43, [$mlm](/topic/$mlm) #10, [$vmc](/topic/$vmc) #9, [$ma](/topic/$ma) #256, [longterm](/topic/longterm) #1418

**Top accounts mentioned or mentioned by**
[@microcapclub](/creator/undefined) [@kairospraxis](/creator/undefined) [@newcomerinvest](/creator/undefined) [@mrneutralman](/creator/undefined) [@bonhoefferkds](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@andrewrangeley](/creator/undefined) [@capitaloptimism](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@friedoystercult](/creator/undefined) [@abramsom34159](/creator/undefined) [@austinpowerscap](/creator/undefined) [@gauravphoenix](/creator/undefined) [@reignots](/creator/undefined) [@buysidedigest](/creator/undefined) [@lonewolftwit58](/creator/undefined) [@mr_neutral_man](/creator/undefined) [@tickerplus](/creator/undefined) [@no_cap_cap](/creator/undefined) [@exp_philosopher](/creator/undefined)

**Top assets mentioned**
[Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Waste Management, Inc. (WM)](/topic/$wm) [Republic Services, Inc. (RSG)](/topic/$rsg) [Waste Connections, Inc. (WCN)](/topic/$wcn) [Martin Marietta Materials, Inc. (MLM)](/topic/$mlm) [Vulcan Materials Company (VMC)](/topic/$vmc) [Mastercard, Inc. (MA)](/topic/$ma) [CRH Public Limited Company (CRH)](/topic/$crh) [Jack Henry & Associates, Inc. (JKHY)](/topic/$jkhy) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Acuren Corporation (TIC)](/topic/$tic) [Neural Protocol (NRP)](/topic/$nrp) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr)
### Top Social Posts [#](/creator/twitter::31607223/posts)
---
Top posts by engagements in the last XX hours

"New category of investment: control compounder. Largely family / insider owned. Give up some liquidity premium for steady eddie growth and profits. Any good examples"  
[X Link](https://x.com/AKWilk/status/1928807434346221740) [@AKWilk](/creator/x/AKWilk) 2025-05-31T13:35Z 13.3K followers, 25.9K engagements


"$V and $MA dont issue cards or lend money. Theyre network businesses: Process transactions Connect banks merchants and consumers Take a small fee on every swipe/tap/transfer In other words they are the 'plumbing' of global payments"  
[X Link](https://x.com/AKWilk/status/1976674080683368612) [@AKWilk](/creator/x/AKWilk) 2025-10-10T15:40Z 13.3K followers, XXX engagements


"#CompounderFriday Highlighting another company with rare traits that has allowed it to compound value over long periods. This week one of my favorite companies: Tyler Technologies $TYL"  
[X Link](https://x.com/AKWilk/status/1953842622881046570) [@AKWilk](/creator/x/AKWilk) 2025-08-08T15:35Z 13.3K followers, 10.1K engagements


"What drives growth Housing starts (1.5M annual demand in U.S.) Repair/remodel tailwinds Share gains from independents Value-added mix shift (trusses millwork) Vertical integration Even in soft housing cycles $BLDR expands share"  
[X Link](https://x.com/AKWilk/status/1971628022919999761) [@AKWilk](/creator/x/AKWilk) 2025-09-26T17:28Z 13.3K followers, XXX engagements


"Waste is mission-critical + non-discretionary. Everyone generates it and it has to go somewhere. That creates: Recurring demand Inelastic pricing Long-term contracts Huge barriers to entry When you own the landfill like these companies do you own the customer"  
[X Link](https://x.com/AKWilk/status/1966559813673927068) [@AKWilk](/creator/x/AKWilk) 2025-09-12T17:49Z 13.3K followers, XXX engagements


"This is a great sector for long-term investors who want: Physical moats Hard assets Inelastic demand Reinvestment opportunity Management teams that compound cash at scale $MLM and $VMC have outperformed the S&P XXX over the past XX XX and XX years with lower volatility. All while selling dirt"  
[X Link](https://x.com/AKWilk/status/1969112232048148882) [@AKWilk](/creator/x/AKWilk) 2025-09-19T18:51Z 13.3K followers, 1577 engagements


"Tyler Technologies builds mission-critical software for local governments courts police departments and schools. Its the definition of vertical SaaS: integral to day to day workflows deeply embedded and very sticky. Over 40000 installations across all XX states"  
[X Link](https://x.com/AKWilk/status/1953842760768782511) [@AKWilk](/creator/x/AKWilk) 2025-08-08T15:36Z 13.3K followers, XXX engagements


"The model is incredibly capital-light. No credit risk 80%+ gross margins 65%+ EBITDA margins 4050% FCF margins Each new dollar of volume has almost no incremental cost. An investor's dream"  
[X Link](https://x.com/AKWilk/status/1976674234647876042) [@AKWilk](/creator/x/AKWilk) 2025-10-10T15:40Z 13.3K followers, XXX engagements


"Tyler Technologies isnt cheap just like most great businesses but its one of the purest examples of vertical SaaS done well"  
[X Link](https://x.com/AKWilk/status/1953844300912992573) [@AKWilk](/creator/x/AKWilk) 2025-08-08T15:42Z 13.3K followers, 1291 engagements


"I missed this thread last week so let's catch up with two solid compounders. #CompounderFriday: Visa $V & Mastercard $MA Two tollbooths on the global economy. Together they process $18T in annual payment volume earn 60%+ margins and have compounded shareholder wealth at 20%+ CAGR for 15+ years"  
[X Link](https://x.com/AKWilk/status/1976673948235399235) [@AKWilk](/creator/x/AKWilk) 2025-10-10T15:39Z 13.3K followers, 3017 engagements


"Some nice insider buying at $IVFH"  
[X Link](https://x.com/AKWilk/status/1814647536008749130) [@AKWilk](/creator/x/AKWilk) 2024-07-20T13:04Z 13.3K followers, 2819 engagements


"I took a hard look at $TIC awhile back and ultimately passed. I wrote about it below. I think its a good business and I really like management. I just couldnt get there on margin upside and IRR. I did think it was worth more than $11/share. But for some publication to start touting 2-3x returns in XX months w/ increased datacenter / AI spend is incredibly disingenuous. This environment is a joke"  
[X Link](https://x.com/AKWilk/status/1969034572114583890) [@AKWilk](/creator/x/AKWilk) 2025-09-19T13:43Z 13.3K followers, 8543 engagements


"Key growth drivers going forward: Urban density = pricing leverage ESG & sustainability: RNG recycling electrification Outsourcing by municipalities Vertical integration (owning collection + disposal) Inflation pass-through in contracts There is a long runway"  
[X Link](https://x.com/AKWilk/status/1966561576162296074) [@AKWilk](/creator/x/AKWilk) 2025-09-12T17:56Z 13.3K followers, XXX engagements


"@kingdomcapadv My old lunch spot when I worked for the Rockets - great food court"  
[X Link](https://x.com/AKWilk/status/1978274534793810143) [@AKWilk](/creator/x/AKWilk) 2025-10-15T01:39Z 13.3K followers, XXX engagements


"Ashteads unit economics are compelling: equipment pays back in just XX years on average and lasts more than a decade. Acquiring businesses for 5-7x EBITDA on top of organic growth has allowed Ashtead to earn XX% pre-tax ROIC and XX% ROE. If earnings continue to grow at XX% annually the stock could compound in the 30-40% range during the next five years. If they can keep reinvesting at XX% ROEs while leverage comes down and they do some M&A the mispricing wont last forever"  
[X Link](https://x.com/AKWilk/status/1948004071685624078) [@AKWilk](/creator/x/AKWilk) 2025-07-23T12:55Z 13.3K followers, 1178 engagements


"The founder retired in 2018 but the DNA remains: Conservative accounting Prudent capital allocation Relentless vertical focus Rare M&A discipline (only accretive strategic fits)"  
[X Link](https://x.com/AKWilk/status/1953843787874062670) [@AKWilk](/creator/x/AKWilk) 2025-08-08T15:40Z 13.3K followers, XXX engagements


"The BMC merger in 2021 was a huge catalyst. The $2.5B deal created the #1 national distributor with $20B+ combined revenue. Synergies exceeded expectations in terms of cost savings network density and pricing leverage. $BLDR emerged as a category killer"  
[X Link](https://x.com/AKWilk/status/1971627203692843014) [@AKWilk](/creator/x/AKWilk) 2025-09-26T17:25Z 13.3K followers, XXX engagements


"15-year returns: $WM: XX% CAGR $RSG: XX% CAGR $WCN: XX% CAGR This beats most tech stocks without venture risk dilution or hype cycles"  
[X Link](https://x.com/AKWilk/status/1966561399435387079) [@AKWilk](/creator/x/AKWilk) 2025-09-12T17:55Z 13.3K followers, XXX engagements


"The Greystone Capital Q4 letter is now available on our site. Discussion includes $SYZ $BELFB $IVFH $LMB and a new top five position in $NRP a compelling risk/reward"  
[X Link](https://x.com/AKWilk/status/1882784455368348001) [@AKWilk](/creator/x/AKWilk) 2025-01-24T13:36Z 13.3K followers, 44.2K engagements


"Waste is a perfect example of where to look for compounders: Recurring need Physical + regulatory moats Fragmented competition Culture of capital discipline Long runway for consolidation Thats $WM $RSG and $WCN. Three of the best compounders in the market. For long-term wealth dont ignore boring"  
[X Link](https://x.com/AKWilk/status/1966562285612396707) [@AKWilk](/creator/x/AKWilk) 2025-09-12T17:59Z 13.3K followers, 1915 engagements


"The team at $IVFH is executing incredibly well"  
[X Link](https://x.com/AKWilk/status/1790770291003498723) [@AKWilk](/creator/x/AKWilk) 2024-05-15T15:44Z 13.3K followers, 2697 engagements


"Key business segments: Lumber & sheet goods Manufactured components (trusses wall panels) Windows doors millwork Other building materials Importantly value-added products like manufactured components are growing faster and carry higher margins"  
[X Link](https://x.com/AKWilk/status/1971627000185213296) [@AKWilk](/creator/x/AKWilk) 2025-09-26T17:24Z 13.3K followers, XXX engagements


"I wanna start a new series #compounderfridays. Ive been spending some time on Jack Henry. $JKHY is a $13B company that sells core banking software to small community banks. My kind of business: boring slow growing and one of the most reliable compounders of the last XX years"  
[X Link](https://x.com/AKWilk/status/1951349481963753589) [@AKWilk](/creator/x/AKWilk) 2025-08-01T18:29Z 13.3K followers, 11.9K engagements


"But quality is never cheap. Valuation snapshot (2025E): $WM: 33x EPS 40x FCF $RSG: 33x EPS 31x FCF $WCN: 70x EPS 41x FCF"  
[X Link](https://x.com/AKWilk/status/1966562010474111414) [@AKWilk](/creator/x/AKWilk) 2025-09-12T17:58Z 13.3K followers, 1970 engagements


"Builders FirstSource is the largest supplier of building materials to homebuilders and contractors in the U.S. XXX locations operations in XX states 500K customers. They sell lumber windows trusses doors roofing siding and everything needed to build a home"  
[X Link](https://x.com/AKWilk/status/1971626798023950767) [@AKWilk](/creator/x/AKWilk) 2025-09-26T17:23Z 13.3K followers, XXX engagements


"#CompounderFriday: Waste Edition Today were looking at the kings of trash: $WM (Waste Management) $RSG (Republic Services) $WCN (Waste Connections) Three boring businesses that have quietly compounded at 1220%+ annually for decades"  
[X Link](https://x.com/AKWilk/status/1966559509301633295) [@AKWilk](/creator/x/AKWilk) 2025-09-12T17:48Z 13.3K followers, 5369 engagements


"M&A is the flywheel. $WM $WCN $RSG have done hundreds of tuck-ins over the last XX years: Hauling routes Transfer stations Recycling centers Local franchises Its a never-ending roll-up of mom-and-pop operators into the network"  
[X Link](https://x.com/AKWilk/status/1966561204853215408) [@AKWilk](/creator/x/AKWilk) 2025-09-12T17:55Z 13.3K followers, XXX engagements


"Free cash flow is massive and growing: FCF conversion averages 6070% of EBITDA Capex is mostly for fleet maintenance not growth Returns on incremental capital often XX% These businesses print money with minimal reinvestment needs"  
[X Link](https://x.com/AKWilk/status/1966561027249607019) [@AKWilk](/creator/x/AKWilk) 2025-09-12T17:54Z 13.3K followers, XXX engagements


"Capital allocation: $BLDR is a buyback machine: Repurchased XX% of shares since 2021 $3B+ in buybacks over last X years Opportunistic especially during housing downturns Since 2015: Revenue up 3.5x EBITDA up 7x EPS up 15x Share count decreased 40%+ Stock price up 20x"  
[X Link](https://x.com/AKWilk/status/1971627922453618970) [@AKWilk](/creator/x/AKWilk) 2025-09-26T17:28Z 13.3K followers, XXX engagements


"$VMC $MLM and $CRH. Local monopolies. Physical moats. Unsexy dominance. Compounders hiding in plain sight"  
[X Link](https://x.com/AKWilk/status/1969112447878402423) [@AKWilk](/creator/x/AKWilk) 2025-09-19T18:52Z 13.3K followers, 1460 engagements


"Returns to shareholders: Since 2008 IPO $V / 2006 IPO $MA: Visa: 20x Mastercard: 30x Both crushed the S&P XXX EPS growth: XX% CAGR FCF/share growth: XX% CAGR"  
[X Link](https://x.com/AKWilk/status/1976675233412379025) [@AKWilk](/creator/x/AKWilk) 2025-10-10T15:44Z 13.3K followers, XXX engagements


"$MLM $37.4B mkt cap 34.44x P/E $1.81B Q2 rev (+2.7% Y/Y) Dividend yield: XXXX% $VMC $39.4B mkt cap 32.62x P/E $2.1B Q2 rev (+4.4% Y/Y) Dividend yield: XXXX% $CRH $XXX stock $75.6B mkt cap 23.28x P/E $10.2B Q2 rev (+5.7% Y/Y) Dividend yield: 1.31%"  
[X Link](https://x.com/AKWilk/status/1969110865891791044) [@AKWilk](/creator/x/AKWilk) 2025-09-19T18:46Z 13.3K followers, XXX engagements


"Excellent episode. Boring is beautiful"  
[X Link](https://x.com/AKWilk/status/1968142434812014596) [@AKWilk](/creator/x/AKWilk) 2025-09-17T02:38Z 13.3K followers, 1871 engagements


"$AT.L is interesting. Since 2017 the company has compounded revenues at XX% and EBITDA at XX% fueled by a disciplined M&A roll-up of the fragmented subsea rental market. Despite stellar fundamentals and a 40-year operating history shares have declined -XX% in the past few days and down -XX% YTD now trading at under 5x EBITDA. Ashtead is a fast-growing subsea equipment rental business operating in the offshore oil & gas and renewables markets. Often mistaken for a commoditized cyclical services firm Ashtead is in fact a capital-efficient high-ROIC rental platform with embedded structural"  
[X Link](https://x.com/AKWilk/status/1948003906748895552) [@AKWilk](/creator/x/AKWilk) 2025-07-23T12:54Z 13.3K followers, 1601 engagements


"Market structure: $WM + $RSG = XX% of U.S. waste $WCN = #3 in North America Top X firms = XX% of industry revenue Despite their size each still has massive room to roll up smaller haulers especially in secondary markets"  
[X Link](https://x.com/AKWilk/status/1966559966627508338) [@AKWilk](/creator/x/AKWilk) 2025-09-12T17:50Z 13.3K followers, 1204 engagements


"#CompounderFriday: Aggregates Edition $VMC Vulcan Materials $MLM Martin Marietta $CRH CRH PLC Three heavyweights that sell sand gravel cement and crushed stone"  
[X Link](https://x.com/AKWilk/status/1969110391813820433) [@AKWilk](/creator/x/AKWilk) 2025-09-19T18:44Z 13.3K followers, 3433 engagements


"Thats $BLDR. From local supplier to national category leader. From cyclical distributor to capital return engine. From $1B to $13B market cap in a decade. Quietly one of the strongest compounders in the market"  
[X Link](https://x.com/AKWilk/status/1971628803509440818) [@AKWilk](/creator/x/AKWilk) 2025-09-26T17:31Z 13.3K followers, 1334 engagements


"$AMR Director Kenneth Courtis with a monster insider purchase this month"  
[X Link](https://x.com/AKWilk/status/1968692284645425152) [@AKWilk](/creator/x/AKWilk) 2025-09-18T15:03Z 13.3K followers, 11.9K engagements


"Lets look at the financial machines: $WM $23B revenue XX% EBITDA margin $2.2B FCF XX% ROIC Dividend yield: XXX% $2.8B buybacks in 2024 $RSG $16.3B revenue XX% EBITDA margin $2.5B FCF XX% 10yr EPS CAGR Growing dividend + buybacks $WCN $9B revenue XX% EBITDA margin XX% FCF margin XX% 10yr EPS CAGR Best margins in the industry"  
[X Link](https://x.com/AKWilk/status/1966560647853814072) [@AKWilk](/creator/x/AKWilk) 2025-09-12T17:52Z 13.3K followers, XXX engagements


"This is a fragmented $100B+ industry where most competitors are local distributors or small independents. $BLDR has scale advantages: National purchasing power Superior logistics Cross-selling bundled products Stronger balance sheet"  
[X Link](https://x.com/AKWilk/status/1971626904307617867) [@AKWilk](/creator/x/AKWilk) 2025-09-26T17:24Z 13.3K followers, XXX engagements


"Why do they compound so well ✅ Global duopoly ✅ Brand trust ✅ Enormous network effects ✅ Mission-critical infrastructure ✅ Zero credit risk ✅ Capital-light scalable model Talk about limited disruption risk"  
[X Link](https://x.com/AKWilk/status/1976675355537936885) [@AKWilk](/creator/x/AKWilk) 2025-10-10T15:45Z 13.3K followers, XXX engagements


"$BLDR is proof that: Even cyclical industries can compound Roll-ups work in fragmented markets Capital allocation multiplies returns Scale and mix shift can equal margin expansion This is a boring business with phenomenal execution"  
[X Link](https://x.com/AKWilk/status/1971628589151080530) [@AKWilk](/creator/x/AKWilk) 2025-09-26T17:31Z 13.3K followers, 1406 engagements


"Secular tailwinds: Cash to digital payments E-commerce growth Contactless + mobile wallets Cross-border travel Real-time + B2B payments Even at scale both still post double-digit revenue growth"  
[X Link](https://x.com/AKWilk/status/1976675441252634920) [@AKWilk](/creator/x/AKWilk) 2025-10-10T15:45Z 13.3K followers, XXX engagements


"#CompounderFriday: Builders FirstSource $BLDR A $13B market cap distributor that quietly dominates U.S. building materials. BLDR has compounded 40%+ annually since 2015 by consolidating a fragmented industry and riding housing demand"  
[X Link](https://x.com/AKWilk/status/1971626662396940429) [@AKWilk](/creator/x/AKWilk) 2025-09-26T17:23Z 13.3K followers, 9237 engagements