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

Adam Wilk posts on X about business, investment, growth, $fast the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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

- [--] Week [------] -69%
- [--] Month [-------] +57%
- [--] Months [-------] +25%
- [--] Year [---------] +158%

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

- [--] Week [--] -21%
- [--] Month [---] -7.80%
- [--] Months [---] +198%
- [--] Year [---] +453%

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

- [--] Week [------] +0.18%
- [--] Month [------] +2.10%
- [--] Months [------] +8.40%
- [--] Year [------] +19%

### CreatorRank: [---------] [#](/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

**Social category influence**
[stocks](/list/stocks)  30.88% [finance](/list/finance)  26.47% [cryptocurrencies](/list/cryptocurrencies)  5.88% [technology brands](/list/technology-brands)  3.68% [social networks](/list/social-networks)  2.21% [countries](/list/countries)  1.47% [currencies](/list/currencies)  0.74% [automotive brands](/list/automotive-brands)  0.74% [formula 1](/list/formula-1)  0.74% [luxury brands](/list/luxury-brands)  0.74%

**Social topic influence**
[business](/topic/business) 13.97%, [investment](/topic/investment) 9.56%, [growth](/topic/growth) #989, [$fast](/topic/$fast) 6.62%, [market cap](/topic/market-cap) #1816, [market](/topic/market) 5.15%, [$rick](/topic/$rick) 5.15%, [the most](/topic/the-most) 4.41%, [$pag](/topic/$pag) #1, [$syz](/topic/$syz) 3.68%

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@microcapclub](/creator/undefined) [@iancassel](/creator/undefined) [@altafoxcapital](/creator/undefined) [@jktadave](/creator/undefined) [@aggiecapitalist](/creator/undefined) [@wexboyvalue](/creator/undefined) [@youtube](/creator/undefined) [@patrickoshag](/creator/undefined) [@aaronjsallen](/creator/undefined) [@minesafety10k](/creator/undefined) [@jakebarfield](/creator/undefined) [@cjgustafson](/creator/undefined) [@brownmarubozu](/creator/undefined) [@saynototrading](/creator/undefined) [@capitalemployed](/creator/undefined) [@thebottleneck_](/creator/undefined) [@bizalmanac](/creator/undefined) [@jszhang0912](/creator/undefined) [@jsiegel88](/creator/undefined)

**Top assets mentioned**
[Fastenal Company (FAST)](/topic/$fast) [Penske Automotive Group, Inc. (PAG)](/topic/$pag) [APi Group Corporation (APG)](/topic/$apg) [Autozone Inc (AZO)](/topic/$azo) [4 (FOUR)](/topic/$four) [WW Grainger Inc (GWW)](/topic/$gww) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Civeo Corporation (CVEO)](/topic/$cveo) [Jack Henry & Associates, Inc. (JKHY)](/topic/$jkhy) [Waste Management, Inc. (WM)](/topic/$wm) [Amrize Ltd (AMRZ)](/topic/$amrz) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Griffon Corp (GFF)](/topic/$gff) [Polygon Ecosystem Token (POL)](/topic/$pol) [Bel Fuse Inc (BELFB)](/topic/$belfb) [Acuren Corporation (TIC)](/topic/$tic) [Chemed Corporation (CHE)](/topic/$che) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Republic Services, Inc. (RSG)](/topic/$rsg) [Waste Connections, Inc. (WCN)](/topic/waste-connections)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I wrote about some interesting ideas for [----] and beyond (below). This may become a recurring post. Businesses discussed: $AT.L $CVEO $SYZ.TO $MCCK $BILD $TIC"  
[X Link](https://x.com/anyuser/status/1948003051656147174)  2025-07-23T12:51Z 14.1K followers, 12.7K engagements


"The Greystone Capital Q2 letter is now available on our site. I share some thoughts after five years along with some updates on $NRP $APG $KITS $SYZ and $MFCSF. Readers can join the distribution list on the Letters page to receive future communications. https://www.greystonevalue.com/_files/ugd/47fd79_23a36f919a47449f8528f3a00602c1bb.pdf https://www.greystonevalue.com/_files/ugd/47fd79_23a36f919a47449f8528f3a00602c1bb.pdf"  
[X Link](https://x.com/anyuser/status/1950889179270840774)  2025-07-31T12:00Z 14.1K followers, 11.7K 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 [--] years. https://twitter.com/i/web/status/1951349481963753589 https://twitter.com/i/web/status/1951349481963753589"  
[X Link](https://x.com/anyuser/status/1951349481963753589)  2025-08-01T18:29Z 14.1K followers, 12K engagements


"#CompounderFriday: Chemed $CHE A $6.4B company trading at 22x earnings thats quietly compounded at 18%+ annually for [--] years. Chemed owns hospice care and plumbing services and both mint cash"  
[X Link](https://x.com/anyuser/status/1984357534363501064)  2025-10-31T20:31Z 14.1K followers, 12.7K engagements


"Whats the best small cap youve never seen anyone write about or mention"  
[X Link](https://x.com/AKWilk/status/1947734456921457125)  2025-07-22T19:04Z 14.1K followers, 24.9K engagements


"$CVEO is a provider of temporary housing and related services to remote workers in various end markets such as the oil sands met coal industry and iron-ore industries in Canada and Australia. Despite the cyclicality CVEO has generated positive FCF in [--] of the last [--] years with permitting requirements and a first mover advantage contributing to somewhat of a moat in remote accommodations. Customers love CVEO. https://twitter.com/i/web/status/1948004402234597526 https://twitter.com/i/web/status/1948004402234597526"  
[X Link](https://x.com/AKWilk/status/1948004402234597526)  2025-07-23T12:56Z 14.1K followers, [----] 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 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 [--] I wanna start a new series #compounderfridays. Ive been spending some time on Jack Henry. $JKHY is a $13B company that sells core banking"  
[X Link](https://x.com/AKWilk/status/1953842622881046570)  2025-08-08T15:35Z 14.1K followers, 10.3K 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)  2025-09-12T17:48Z 14.1K followers, [----] engagements


"#CompounderFriday: Old Dominion Freight Line $ODFL A $32B LTL trucking company thats compounded at 25%+ for two decades by doing something incredibly hard: Delivering faster more reliably with higher margins than everyone else"  
[X Link](https://x.com/AKWilk/status/1996975805960737249)  2025-12-05T16:11Z 14.1K followers, 11.4K engagements


"Maybe my algorithm is being finely tuned but it seems like there's been a lot more idea discussion and investment specific stuff on here lately as opposed to everything else. Let's keep it up through 2026"  
[X Link](https://x.com/AKWilk/status/2002460307915223321)  2025-12-20T19:25Z 14.1K followers, [----] engagements


"I shared some thoughts on a bunch of ideas yesterday including $GO $VAL $HCC $DUOL $PBI and $AMRZ. https://poundtherockinvesting.substack.com/p/some-interesting-ideas-for-2026 https://poundtherockinvesting.substack.com/p/some-interesting-ideas-for-2026"  
[X Link](https://x.com/AKWilk/status/2002461252044689673)  2025-12-20T19:29Z 14.1K followers, [----] engagements


"I really want to like $NATL but despite ATMaaS growing nicely it just feels like banks outsourcing a declining function versus a true growth business. The long-term cash trend is negative so the bet is that outsourcing + managed services growth will outpace transaction volume decline. I'm not sure. Even if it can it works for a while but caps terminal value no https://twitter.com/i/web/status/2004743944123326941 https://twitter.com/i/web/status/2004743944123326941"  
[X Link](https://x.com/AKWilk/status/2004743944123326941)  2025-12-27T02:39Z 14.1K followers, [----] engagements


"#CompounderFriday: AutoZone $AZO An auto parts retailer thats compounded at 20%+ annually for [--] years without growth hype without leverage games and without dilution"  
[X Link](https://x.com/AKWilk/status/2009659305407250554)  2026-01-09T16:11Z 14.1K followers, [----] engagements


"A late #CompounderFriday: Fastenal $FAST A $49B industrial distributor that has compounded at 1820% annually for 30+ years by doing something deceptively simple: Putting the right part in the right place at the right time inside the customers workflow"  
[X Link](https://x.com/AKWilk/status/2012327203309072585)  2026-01-17T00:52Z 14.1K followers, [----] engagements


"$FAST sells MRO products: Fasteners Safety equipment Cutting tools Electrical Industrial consumables These are tiny-ticket items but when theyre missing production stops. Downtime is the enemy. FAST sells uptime"  
[X Link](https://x.com/AKWilk/status/2012327403402469423)  2026-01-17T00:53Z 14.1K followers, [---] engagements


"This is not a catalog business. $FAST's moat is embedded distribution. Their secret weapon: Onsite locations + vending machines inside customer facilities. Once installed Fastenal becomes part of the factory"  
[X Link](https://x.com/AKWilk/status/2012327517097431373)  2026-01-17T00:54Z 14.1K followers, [---] engagements


"The Greystone Capital Q4 letter is available on the site. Included in the Appendix is a writeup on $FOUR our newest investment and a business solving what appears to be an intractable problem. https://88ed4599-26c4-4b58-95a2-873503998297.filesusr.com/ugd/47fd79_3f1d4b7645974584998866e0a513b174.pdf https://88ed4599-26c4-4b58-95a2-873503998297.filesusr.com/ugd/47fd79_3f1d4b7645974584998866e0a513b174.pdf"  
[X Link](https://x.com/AKWilk/status/2014688315761700989)  2026-01-23T13:15Z 14.1K followers, 48.2K engagements


"I dont think heroic assumptions are required to do well moving forward. Earnings power will increase just by following the historical playbook and even without incremental M&A. Management is aiming for $1.0B FCF by [----] and has a $1.0B repurchase plan in place. $TOST at 23x EBITDA / 28x earnings or $FOUR at 6x / 10x https://twitter.com/i/web/status/2014694106845307176 https://twitter.com/i/web/status/2014694106845307176"  
[X Link](https://x.com/AKWilk/status/2014694106845307176)  2026-01-23T13:38Z 14.1K followers, [----] engagements


"One of these is not like the others"  
[X Link](https://x.com/AKWilk/status/2019594908718563600)  2026-02-06T02:12Z 14.1K followers, 11K engagements


"#CompounderFriday: Builders FirstSource $BLDR A $13B market cap distributor that quietly dominates U.S. building materials. BLDR has compounded 40%+ annually since [----] by consolidating a fragmented industry and riding housing demand"  
[X Link](https://x.com/AKWilk/status/1971626662396940429)  2025-09-26T17:23Z 14.1K followers, 10.3K engagements


"New $AMRZ CEO with possibly the largest insider purchase I've ever seen. $AMRZ https://t.co/PdTMuU2Cgj $AMRZ https://t.co/PdTMuU2Cgj"  
[X Link](https://x.com/AKWilk/status/1972676820878176303)  2025-09-29T14:56Z 14.1K followers, 12.5K engagements


"Pretty compelling case for $ORCL: "Going forward for both of these segments the migration from on-premise support to the cloud is a key opportunity. What makes the shift powerful is the step-up in revenue Oracle realizes on migration. Applications support converts to cloud at a 4x ARR multiple while infrastructure support converts at a 5x ARR multiple. In [----] management estimated that this uplift represented an $85B incremental opportunity just from upgrading existing customers." "Those multiples can look steep from a customer perspective. But cloud isn't a like-for-like swap: Oracle is"  
[X Link](https://x.com/AKWilk/status/1981758256952320330)  2025-10-24T16:22Z 14.1K followers, [----] engagements


"#CompounderFriday: Penske Automotive Group $PAG An $11B market cap auto dealer trading at 12x earnings. PAG is a cash-generating distribution + services business hiding in a cyclical car dealership wrapper"  
[X Link](https://x.com/AKWilk/status/2004602141005300054)  2025-12-26T17:16Z 14.1K followers, [----] engagements


"Penske Automotive Group operates: [---] auto dealerships [---] commercial truck locations Operations across the U.S. + Europe Luxury-weighted brands (BMW Mercedes Porsche) + aftermarket services drive durability. The misconception: "Auto dealers are low-quality cyclical capital-intensive businesses. The reality: $PAG is a high-ROIC service-driven compounder. https://twitter.com/i/web/status/2004602341220127196 https://twitter.com/i/web/status/2004602341220127196"  
[X Link](https://x.com/AKWilk/status/2004602341220127196)  2025-12-26T17:16Z 14.1K followers, [---] engagements


"This is the key insight: $PAG doesnt need unit growth. It needs time. Time for: The vehicle fleet to age Service revenue to compound Shares to shrink Cash to recycle at high returns Investors value PAG like a cyclical retailer but $PAG is a distribution + service monopoly portfolio with embedded annuities and disciplined capital returns. https://twitter.com/i/web/status/2004603664573272078 https://twitter.com/i/web/status/2004603664573272078"  
[X Link](https://x.com/AKWilk/status/2004603664573272078)  2025-12-26T17:22Z 14.1K followers, [----] engagements


"Thats Penske Automotive Group $PAG Owner-operator culture 20% ROIC Heavy buybacks 12x earnings Non-consensus compounder hiding in plain sight"  
[X Link](https://x.com/AKWilk/status/2004603743975645549)  2025-12-26T17:22Z 14.1K followers, [----] engagements


"#CompounderFriday: W.W. Grainger $GWW A $50.5B market cap industrial distributor trading at: Grainger is not a catalog business. Its a mission-critical industrial platform with enormous pricing power and scale economics"  
[X Link](https://x.com/AKWilk/status/2007118689968271465)  2026-01-02T15:56Z 14.1K followers, [----] engagements


"$GWW compounds because: Demand is recurring Capital needs are low Pricing power is real Buybacks are aggressive Management is disciplined Its boring and thats the edge"  
[X Link](https://x.com/AKWilk/status/2007120192761971165)  2026-01-02T16:01Z 14.1K followers, [----] engagements


"Thats W.W. Grainger $GWW. 40% ROIC 50+ years of dividend growth Massive scale advantages Premium valuation earned not given One of the most durable compounders in industrial America"  
[X Link](https://x.com/AKWilk/status/2007120277315166354)  2026-01-02T16:02Z 14.1K followers, [----] engagements


"$AZO valuation (today): 15x EBITDA 21x P/E 26x FCF But valuation has never been the driver of returns rather ROIC + buybacks = compounding"  
[X Link](https://x.com/AKWilk/status/2009660947896652244)  2026-01-09T16:18Z 14.1K followers, [----] engagements


"$AZO is proof that: Boring businesses win Buybacks matter more than narratives Aging assets create opportunity Per-share thinking beats revenue growth"  
[X Link](https://x.com/AKWilk/status/2009661035138199935)  2026-01-09T16:18Z 14.1K followers, [----] engagements


"Source: https://docsend.com/view/iknzz8xwkzkjf88z https://docsend.com/view/iknzz8xwkzkjf88z"  
[X Link](https://x.com/AKWilk/status/2017060528531673115)  2026-01-30T02:21Z 14.1K followers, [----] engagements


"Good news. $DR sells another hospital Oklahoma Spine for $46M. https://finance.yahoo.com/news/medical-facilities-corporation-announces-sale-120000104.html https://finance.yahoo.com/news/medical-facilities-corporation-announces-sale-120000104.html"  
[X Link](https://x.com/AKWilk/status/2018328187814506563)  2026-02-02T14:18Z 14.1K followers, [----] engagements


"There's disdain for software. and then there's disdain for small cap unprofitable software"  
[X Link](https://x.com/AKWilk/status/2018768470511595734)  2026-02-03T19:28Z 14.1K followers, 26.6K engagements


"#CompounderFriday: Booking Holdings $BKNG A $170B market cap at 15x EBITDA 17.7x FCF 20x earnings Booking is one of the most powerful capital-light businesses in global travel and one of the best compounding machines of the last [--] years"  
[X Link](https://x.com/AKWilk/status/1999516095804256504)  2025-12-12T16:26Z 14.1K followers, [----] engagements


"$BKNG benefits from long-term secular tailwinds: Global middle class growth Cross-border travel Experiences over goods Alternative accommodations Mobile-first booking behavior Travel demand grows faster than GDP over time"  
[X Link](https://x.com/AKWilk/status/1999517771265171900)  2025-12-12T16:32Z 14.1K followers, [----] engagements


"Thats Booking Holdings $BKNG - A cut on global travel demand - Asset-light - Capital-discipline - Massive buybacks One of the highest-quality compounders in the public markets"  
[X Link](https://x.com/AKWilk/status/1999518016090882216)  2025-12-12T16:33Z 14.1K followers, [----] engagements


"#CompounderFriday: Copart $CPRT A $37B company that built a global monopoly in vehicle salvage and auctions and compounded at 25%+ for [--] years. This is not an auto business but a logistics + land + data business"  
[X Link](https://x.com/AKWilk/status/2002110931762098469)  2025-12-19T20:16Z 14.1K followers, 11.4K engagements


"Disagreeing with the strategy of a $2.0 trillion market cap company"  
[X Link](https://x.com/AKWilk/status/2017324022183145862)  2026-01-30T19:48Z 14.1K followers, [----] engagements


"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/anyuser/status/1928807434346221740)  2025-05-31T13:35Z 14.1K followers, 26K engagements


"@Wexboy_Value Years ago someone tweeted something like 'the year is [----]. $BFIT trades at 0.4x EBITDA' etc. We are getting closer and closer to that reality"  
[X Link](https://x.com/AKWilk/status/1982823557911413051)  2025-10-27T14:55Z 14.1K followers, [---] engagements


"New post: Some Interesting Ideas for [----] and beyond. Taking a look at businesses with attractive 3-5 year outlooks. https://open.substack.com/pub/poundtherockinvesting/p/some-interesting-ideasr=f8btp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/poundtherockinvesting/p/some-interesting-ideasr=f8btp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/AKWilk/status/2019761746387382741)  2026-02-06T13:15Z 14.1K followers, [----] engagements


"BREAKING: AI will disrupt trash collection by replacing trucks landfills and the physical lifting of thousands of pounds of wet garbage"  
[X Link](https://x.com/AKWilk/status/2022011181352071466)  2026-02-12T18:13Z 14.1K followers, [----] engagements


"Financials (TTM): $29B revenue $1.4B EBITDA $900M net income $1.2B operating cash flow ROIC 20% Net debt/EBITDA 1.2x"  
[X Link](https://x.com/AKWilk/status/2004602795148869837)  2025-12-26T17:18Z 13.8K followers, [---] engagements


"Capital allocation is elite and underappreciated. Since 2015: Share count decreased 35% Billions returned via buybacks Dividend grown every year Opportunistic M&A at cycle troughs Per-share value creation is the strategy"  
[X Link](https://x.com/AKWilk/status/2004602887033549252)  2025-12-26T17:19Z 13.9K followers, [---] engagements


"Penske family alignment matters for $PAG. Roger Penske controls the company Long-term owner mindset No empire building Focus on returns not scale They run PAG like a private business with public liquidity"  
[X Link](https://x.com/AKWilk/status/2004602971271934414)  2025-12-26T17:19Z 13.9K followers, [---] engagements


"Why $PAG keeps compounding: High-margin service annuity OEM-protected franchises Barriers to entry via manufacturer approvals Consolidation tailwind (smaller dealers selling) Capital discipline"  
[X Link](https://x.com/AKWilk/status/2004603040113029171)  2025-12-26T17:19Z 13.9K followers, [---] engagements


"Valuation snapshot: $11B market cap 12x EPS 8x EBITDA 8.0% free cash flow yield Youre paying a low double-digit multiple for a 20% ROIC business with aggressive buybacks"  
[X Link](https://x.com/AKWilk/status/2004603291272183830)  2025-12-26T17:20Z 13.9K followers, [---] engagements


"Duolingo $DUOL is an incredibly high-quality business that I believe the market is misperceiving as a single product language app when in fact Duolingo has built the largest habit-forming education platform ever created. There seems to be some real issues around the lack of full fluency learning but the product is improving daily and will soon have full conversational capabilities via A.I. In addition I don't think fluency matters to the investment case at this stage. DUOL has already solved the hardest problem in consumer applications which is daily habit formation at global scale. They've"  
[X Link](https://x.com/AKWilk/status/2005356853304139816)  2025-12-28T19:15Z 13.8K followers, [----] engagements


"My new favorite AI related tools discovered in [----] that I now use on a regular basis: TenzingMEMO: AI powered research platform with LLM capabilities and real time analysis. Trata: Investor to investor expert call service with AI transcription capabilities FiscalAI: AI powered data aggregator with useful / unique features. http://Fiscal.ai http://Trytrata.com http://Tenzingmemo.com http://Tenzingmemo.com http://Fiscal.ai http://Trytrata.com http://Tenzingmemo.com http://Tenzingmemo.com"  
[X Link](https://x.com/AKWilk/status/2005708561544798566)  2025-12-29T18:32Z 13.8K followers, [----] engagements


"$FOUR doesn't really compare to any of these businesses with the exception of $CSU in terms of reinvestment capabilities albeit very different end markets. I am all for a good opportunity but this seems very far from the crazy disconnect you cite. FCF is not the right metric to use here. There is real growth capex (hardware) and real CAC (acquisitions) that are not one time deals. Earnings ex-amortization and adding in SBC is a better figure and $FOUR is around 14-15x that number today 10-11x for [----]. https://twitter.com/i/web/status/2006558680943059305"  
[X Link](https://x.com/AKWilk/status/2006558680943059305)  2026-01-01T02:50Z 13.8K followers, [----] engagements


"You want to be totally independent in your thinking and not consensus oriented at all but you want to know what other people are thinking otherwise youre just flying blind. Great episode. https://podcasts.apple.com/us/podcast/invest-like-the-best-with-patrick-oshaughnessy/id1154105909i=1000743945286 https://podcasts.apple.com/us/podcast/invest-like-the-best-with-patrick-oshaughnessy/id1154105909i=1000743945286"  
[X Link](https://x.com/AKWilk/status/2008535842394976508)  2026-01-06T13:47Z 13.8K followers, [----] engagements


""Over time Ive realized that most mistakes around paying up dont come from valuation errors alone they come from mismatched process. Either investors refuse to engage with a great business because it doesnt look cheap enough on day one or they abandon discipline entirely and justify any price in the name of quality. Both approaches are flawed." New post: some thoughts on paying what appears to be a high starting valuation and utilizing starter positions to mitigate risk."  
[X Link](https://x.com/AKWilk/status/2008887594361536759)  2026-01-07T13:05Z 13.8K followers, [----] engagements


"The moat is logistics + availability. 7200+ stores Same-day access to 100K SKUs Hub-and-spoke distribution Commercial delivery to repair shops multiple times per day When a car is disabled speed beats price sensitivity"  
[X Link](https://x.com/AKWilk/status/2009659686380015870)  2026-01-09T16:13Z 13.8K followers, [---] engagements


"The amount of sugar https://www.bloomberg.com/news/features/2026-01-05/dutch-bros-sugary-coffee-and-rebel-energy-drinks-are-a-drive-thru-hitutm_source=substack&utm_medium=email https://www.bloomberg.com/news/features/2026-01-05/dutch-bros-sugary-coffee-and-rebel-energy-drinks-are-a-drive-thru-hitutm_source=substack&utm_medium=email"  
[X Link](https://x.com/AKWilk/status/2010442751050235904)  2026-01-11T20:04Z 13.8K followers, [----] engagements


"@MicroCapClub"  
[X Link](https://x.com/AKWilk/status/2011120916890345518)  2026-01-13T16:59Z 13.8K followers, [---] engagements


"Excellent. WCM is the best. https://www.wcminvest.com/insight/applovin-a-culture-driven-success-story https://www.wcminvest.com/insight/applovin-a-culture-driven-success-story"  
[X Link](https://x.com/AKWilk/status/2011992121025196485)  2026-01-16T02:41Z 13.9K followers, [----] engagements


"$FAST operates: [----] branches 120000+ vending machines 2000+ onsite customer locations Why vending machines matter: Automatic restocking Usage tracking Reduced theft Lower inventory waste Locked-in replenishment Customers save money and hand over procurement to Fastenal. Switching costs skyrocket. https://twitter.com/i/web/status/2012327661104746772 https://twitter.com/i/web/status/2012327661104746772"  
[X Link](https://x.com/AKWilk/status/2012327661104746772)  2026-01-17T00:54Z 13.9K followers, [---] engagements


"$FAST wins on total cost not unit price. Customers dont want the cheapest bolt. They want: Availability Compliance Inventory optimization Fewer vendors"  
[X Link](https://x.com/AKWilk/status/2012327863777739118)  2026-01-17T00:55Z 13.9K followers, [---] engagements


"Financial profile (TTM): $7.9B revenue 20% operating margin $1.7B EBITDA $1.0B FCF ROIC 30% Net cash balance sheet Elite economics for a physical distributor"  
[X Link](https://x.com/AKWilk/status/2012328079385886913)  2026-01-17T00:56Z 13.9K followers, [--] engagements


"$FAST capital discipline is exceptional: Capex 3% of revenue Minimal M&A Consistent buybacks Dividend paid since [----] Almost all growth is organic"  
[X Link](https://x.com/AKWilk/status/2012328200961953812)  2026-01-17T00:56Z 13.9K followers, [---] engagements


"$FAST long-term track record: Since [----] IPO: Revenue up 30x EPS up 40x Dividend up every year Stock up 100x"  
[X Link](https://x.com/AKWilk/status/2012328368155353131)  2026-01-17T00:57Z 13.8K followers, [---] engagements


"$FAST is often mistaken as cyclical. Reality: Safety + consumables are recurring Vending smooths demand Embedded customers reduce volatility Margins stay resilient through cycles Defensive industrial growth"  
[X Link](https://x.com/AKWilk/status/2012328481116258612)  2026-01-17T00:57Z 13.9K followers, [---] engagements


"$FAST is a lesson in boring dominance. Mission-critical consumables Embedded inside customer operations Recurring replenishment Disciplined capital allocation High ROIC Low capital needs Long runway for onsite + vending penetration"  
[X Link](https://x.com/AKWilk/status/2012328721097556414)  2026-01-17T00:58Z 13.9K followers, [---] engagements


""Where will the profit pools shift and can users keep increasing their spend to find ever-declining alpha Will disaggregation continue the trend of passive investing or does AI precipitate the return of active investing" Great read. https://theterminalist.substack.com/p/asymmetry-is-all-you-need https://theterminalist.substack.com/p/asymmetry-is-all-you-need"  
[X Link](https://x.com/AKWilk/status/2014808831629340895)  2026-01-23T21:13Z 13.9K followers, [----] engagements


"@iancassel Beat me to it by a decade 😂"  
[X Link](https://x.com/AKWilk/status/2015086597461479500)  2026-01-24T15:37Z 13.9K followers, [---] engagements


"14 days https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-01-22-2026/card/russell-2000-winning-streak-is-its-longest-in-nearly-30-years-RnuZ0lfDDkkDHzTUUXXsgaa_at=eafs&gaa_n=AWEtsqeXTb2yOQLctmDWEivYggY0d-CcuRolnrZY56qu3rYFe9lUzSRDZml3VT_bK0w%3D&gaa_ts=69779e08&gaa_sig=mnDjGjzU7z58x0MSdBf-SS_Eyl_b1LUpbtV01gFlFSfq17D6ORdCgkM8oIrOKJFFm8MoXHBpiAFTAwu7rSkKbg%3D%3D"  
[X Link](https://x.com/AKWilk/status/2015832060120773059)  2026-01-26T16:59Z 13.9K followers, [----] engagements


"It pays to take out the trash. $WM"  
[X Link](https://x.com/AKWilk/status/944947966518939649)  2017-12-24T15:08Z 13.8K followers, [--] engagements


"One of the best investing lectures Ive ever seen. Full of practical advice about building a firm growing assets creating an investment edge and how to really understand yourself as an investor. Creating a moat around an investment process via @YouTube https://youtu.be/-sGNsKpmB-c https://youtu.be/-sGNsKpmB-c"  
[X Link](https://x.com/anyuser/status/1004419592230522886)  2018-06-06T17:47Z 14.1K followers, [---] engagements


"Ive built a non-13F list of investors and emerging managers over the last few years that has become my single greatest source of investment ideas. I try to share as much of their stuff as possible because I know theyve indirectly helped me become a better investor"  
[X Link](https://x.com/anyuser/status/1022226787525382144)  2018-07-25T21:07Z 14.1K followers, [--] engagements


"One of the most important paragraphs on value investing you will ever read. From Bill Nygrens Q2 Commentary:"  
[X Link](https://x.com/anyuser/status/1027325626255134720)  2018-08-08T22:48Z 14.1K followers, [---] engagements


"@patrick_oshag Would second Nick Sleep and Rob Vinall. Scott Miller of Greenhaven Road and Jake Rosser of Coho Capital. Also Fundsmith guys"  
[X Link](https://x.com/anyuser/status/1028478260798255104)  2018-08-12T03:08Z 14.1K followers, [--] engagements


"This is a phenomenal old interview/profile on Norbert Lou of Punch Card Capital. Highly recommend reading Lous old VIC writeups as well. Some of the best ever. https://taovalue.files.wordpress.com/2015/12/interview-with-norbert-lou-santagels-review.pdf https://taovalue.files.wordpress.com/2015/12/interview-with-norbert-lou-santagels-review.pdf"  
[X Link](https://x.com/anyuser/status/1041434975831289857)  2018-09-16T21:13Z 14.1K followers, [---] engagements


"What are some private businesses youd like to get a piece of For me in no particular order: - Orange Theory Fitness - Wawa (the GOAT convenience store in my area) - The Masters Baker (local baker w/ near monopoly on high margin wedding cakes) And definitely Chick-Fil-A"  
[X Link](https://x.com/anyuser/status/1050819505604239360)  2018-10-12T18:44Z 14.1K followers, [---] engagements


"Murray Stahls Q3 commentary is one of the better things Ive read this quarter. Notes on investor psychology inflation current market valuations and a cool story about Charlie Munger. https://horizonkinetics.com/wp-content/uploads/Q3-2018-Commentary_Final.pdf https://horizonkinetics.com/wp-content/uploads/Q3-2018-Commentary_Final.pdf"  
[X Link](https://x.com/anyuser/status/1057453402014314496)  2018-10-31T02:05Z 14.1K followers, [--] engagements


"Being rejected from VIC three times is ok when theres a Wayfair long on the front page that has $W walking into $25B in sales and 10% EBITDA margins. Also claiming immediate profitability if mgmt stopped all growth spend. #valueinvesting 🤷♂"  
[X Link](https://x.com/anyuser/status/1075785415184056321)  2018-12-20T16:10Z 14.1K followers, [--] engagements


"Awesome piece of research from Horizon Kinetics Research Group discussing the only things that matter: position sizing portfolio management and holding periods. https://frmocorp.com/_content/essays/Art%20Dealers%20-%20The%20Other%20Vincent%20van%20Gogh%20June%202010.pdf https://frmocorp.com/_content/essays/Art%20Dealers%20-%20The%20Other%20Vincent%20van%20Gogh%20June%202010.pdf"  
[X Link](https://x.com/anyuser/status/1097165268965564417)  2019-02-17T16:05Z 14.1K followers, [---] engagements


"Akres new Q4 position - his smallest - Goosehead Insurance ($GSHD) is an interesting business w/ a potentially long runway. Growing much faster than competitors differentiated model and currently making high return sales/marketing investments"  
[X Link](https://x.com/anyuser/status/1099379574897590273)  2019-02-23T18:44Z 14.1K followers, [--] engagements


"Aaron Sallen (@aaronjsallen) of Merion Road Capital writes a great letter. Have to get this man added to the Reddit quarterly letter thread @MineSafety10k https://docs.wixstatic.com/ugd/f6ee8c_a1dd3a79e8ca483581261edfee3744bd.pdf https://docs.wixstatic.com/ugd/f6ee8c_a1dd3a79e8ca483581261edfee3744bd.pdf"  
[X Link](https://x.com/anyuser/status/1103070574782414849)  2019-03-05T23:11Z 14.1K followers, [--] engagements


"The Maran Capital Letter from Dan Roller was phenomenal. Highly recommend it as a weekend read. https://www.docdroid.net/file/download/ovtg5Wy/maran-partners-fund-lp-2019-q2-letter.pdf https://www.docdroid.net/file/download/ovtg5Wy/maran-partners-fund-lp-2019-q2-letter.pdf"  
[X Link](https://x.com/anyuser/status/1155132836300644354)  2019-07-27T15:08Z 14.1K followers, [--] engagements


"My superpower is being early to every new investment every single time. If I ever mention Im long a name just wait a few weeks and youll be able to buy it at a 20% discount"  
[X Link](https://x.com/anyuser/status/1157001214611136513)  2019-08-01T18:52Z 14.1K followers, [---] engagements


"Gator Capital who has destroyed the market since inception schooling us on how to invest in growth banks. Nice writeup on Western Alliance ($WAL)as well. http://gatorcapital.com/wp-content/uploads/2019/10/GFP-Q3-Investor-Letter-1.pdf http://gatorcapital.com/wp-content/uploads/2019/10/GFP-Q3-Investor-Letter-1.pdf"  
[X Link](https://x.com/anyuser/status/1193578271507660801)  2019-11-10T17:16Z 14.1K followers, [--] engagements


"What are some of the best business models ever Not individual businesses but models. - Software - Title insurance - Asset management - Traditional Banking - E-Commerce (some) - Personal injury law What else"  
[X Link](https://x.com/anyuser/status/1273791175892389888)  2020-06-19T01:34Z 14.1K followers, [---] engagements


"Why is it so difficult for some people to just say I dont know This will bother me forever"  
[X Link](https://x.com/anyuser/status/1282828462806446082)  2020-07-14T00:05Z 14.1K followers, [---] engagements


"My brother built / is building a successful personal injury law firm and has been killing it over the past year. My favorite part: no Twitter account no instagram doesnt brag hasnt even really told anyone. Just put his head down and worked really hard. He was let go from"  
[X Link](https://x.com/anyuser/status/1300124335504584705)  2020-08-30T17:32Z 14.1K followers, [---] engagements


"This is probably for two reasons; one hes not a d-bag and two all he ever cared about was obtaining his freedom. Now he has it. Pretty cool. By the way the economics of personal injury law are almost not to be believed.which is another discussion for another day"  
[X Link](https://x.com/anyuser/status/1300125875351031809)  2020-08-30T17:38Z 14.1K followers, [--] engagements


"Am I the only one here who doesnt own $PAR Keep in mind Im stupid"  
[X Link](https://x.com/anyuser/status/1311830409974632448)  2020-10-02T00:48Z 14.1K followers, [--] engagements


"Greystone Capital Management Q3 letter is out and available on the website. I talk a bit about $RICK $PW $RMNI $RSSS and $CRAWA. https://www.greystonevalue.com/wp-content/uploads/2020/11/Greystone-Capital-Q3-2020-Letter.pdf https://www.greystonevalue.com/wp-content/uploads/2020/11/Greystone-Capital-Q3-2020-Letter.pdf"  
[X Link](https://x.com/anyuser/status/1324071258674372609)  2020-11-04T19:29Z 14.1K followers, [--] engagements


"@AltaFoxCapital Heres how it goes: Posts high returns one quarter: yeah but probably took on unnecessary risk Posts poor returns in a quarter: who are your LPs Sad Managers own FAANG: cant believe people pay [--] and [--] for this Managers who try to differentiate: they should just own FAANG"  
[X Link](https://x.com/anyuser/status/1327739545631268864)  2020-11-14T22:25Z 14.1K followers, [--] engagements


"$RICK comping their best nightclub locations 70% AT 50% CAPACITY. L-O-freaking-L"  
[X Link](https://x.com/anyuser/status/1359324743502082055)  2021-02-10T02:14Z 14.1K followers, [---] engagements


"The Hayden Capital Q4 [----] letter is one of the best Ive read this year. Great stuff. http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2020-Q4.pdf http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2020-Q4.pdf"  
[X Link](https://x.com/anyuser/status/1362074562528235522)  2021-02-17T16:20Z 14.1K followers, [--] engagements


"To me Buffetts real superpower is being able to think clearly with a stomach full of McDonalds Coke and peanut brittle"  
[X Link](https://x.com/anyuser/status/1374364959384166412)  2021-03-23T14:18Z 14.1K followers, [---] engagements


"Shared some thoughts on Thunderbird Entertainment $TBRD / $THBRF which I think provides a solid risk/reward at current prices. Ill also be pitching the stock Thursday at the @MicroCapClub Leadership Summit which Im looking forward to. https://poundtherockinvesting.wordpress.com/2021/09/21/thunderbird-entertainment-tbrd-v-thbrf-a-pick-and-shovel-way-to-play-the-content-boom/ https://poundtherockinvesting.wordpress.com/2021/09/21/thunderbird-entertainment-tbrd-v-thbrf-a-pick-and-shovel-way-to-play-the-content-boom/"  
[X Link](https://x.com/anyuser/status/1440333774370136070)  2021-09-21T15:15Z 14.1K followers, [--] engagements


"Got this in the mail today. Looks interesting. Anyone know what these guys do"  
[X Link](https://x.com/anyuser/status/1450226772704960513)  2021-10-18T22:26Z 14.1K followers, [----] engagements


"FAANG: yes Shitcoins: yes Pre-revenue car company at $60B valuation: yes No growth private with flat TAM; yes VC backed juice company at 78x revenues: sure Small cap growing 30% generating cash with ample reinvestment opportunities at 25% ROC: ew no - Market participants 2021"  
[X Link](https://x.com/anyuser/status/1466790117478223888)  2021-12-03T15:23Z 14.1K followers, [--] engagements


"After Q4 / FY21 results and management commentary $RICK is now the best executing cheapest stock in the portfolio. Run rating $100mm EBITDA and doing $1mm FCF per WEEK which mgmt is going to aggressively plough into repurchases at these prices. The call is worth a read/listen"  
[X Link](https://x.com/anyuser/status/1472256762237575174)  2021-12-18T17:25Z 14.1K followers, [--] engagements


"The Greystone Capital Q4 letter is now on the website. I touch on $RICK $GOED $ID and new positions in $HMHC and $IDT. Readers can join the distribution list as well to receive any future communications. https://www.greystonevalue.com/wp-content/uploads/2022/02/Greystone-Capital-Q4-2021-Letter.pdf https://www.greystonevalue.com/wp-content/uploads/2022/02/Greystone-Capital-Q4-2021-Letter.pdf"  
[X Link](https://x.com/anyuser/status/1489962531032551427)  2022-02-05T14:02Z 14.1K followers, [---] engagements


"The Greystone Capital Q2 letter is now available on the website. After a tough first half of the year I talk about the path forward and comment on specific investments including $BFIT $RICK $IDT $GOED and $EDR. https://www.greystonevalue.com/_files/ugd/47fd79_6b3d9dfea2cc42fb9f2318b7c81a7061.pdf https://www.greystonevalue.com/_files/ugd/47fd79_6b3d9dfea2cc42fb9f2318b7c81a7061.pdf"  
[X Link](https://x.com/anyuser/status/1553372501807341569)  2022-07-30T13:30Z 14.1K followers, [---] engagements


"Within $IDT there is a business growing over 100% annually and sporting 30%+ EBITDA margins on a nearly $100mm recurring revenue base. The rest of IDT is doing $85mm in EBITDA. The current EV is $633mm"  
[X Link](https://x.com/anyuser/status/1578407327916605441)  2022-10-07T15:30Z 14.1K followers, [---] engagements


"Sharing the Greystone Capital Q4 letter which is now up on our website. Discussions include $RICK $GFF $IDT $APG $CURN $POL and $BFIT as well as some commentary on navigating uncertainty. https://www.greystonevalue.com/_files/ugd/47fd79_79fa4050d7784ca2b9e622c574c9abb1.pdf https://www.greystonevalue.com/_files/ugd/47fd79_79fa4050d7784ca2b9e622c574c9abb1.pdf"  
[X Link](https://x.com/anyuser/status/1621887112860639233)  2023-02-04T15:03Z 14.1K followers, 32.2K engagements


"The Greystone Capital letter is up on our website. I talk a bit about $GFF $BFIT $POL and discuss a new investment in Sylogist $SYL.TO https://www.greystonevalue.com/_files/ugd/47fd79_4bc7a737390344ceb68d07367503b878.pdf https://www.greystonevalue.com/_files/ugd/47fd79_4bc7a737390344ceb68d07367503b878.pdf"  
[X Link](https://x.com/anyuser/status/1654831768007069699)  2023-05-06T12:53Z 14.1K followers, 15.6K engagements


"What is a reasonable starting base salary for a 1-3 year analyst at a $2B fund"  
[X Link](https://x.com/anyuser/status/1674207089005064196)  2023-06-29T00:04Z 14.1K followers, 97.2K engagements


"The Greystone Capital Q2 letter is up on our website. Discussions include $RICK $BFIT $CURN $SYZ $APG and a new investment in Limbach Holdings $LMB along with discussion on how the current environment is providing significant opportunities. https://www.greystonevalue.com/_files/ugd/47fd79_dda248eda8e646aa9b771b98c6be6a13.pdf https://www.greystonevalue.com/_files/ugd/47fd79_dda248eda8e646aa9b771b98c6be6a13.pdf"  
[X Link](https://x.com/anyuser/status/1685985727186669569)  2023-07-31T12:08Z 14.1K followers, 33.2K engagements


"Asheville Capital letters are a great read for off the beaten path microcap ideas. Give @Jake___Barfield a follow. https://www.ashevillecapitalmanagement.com/library-new https://www.ashevillecapitalmanagement.com/library-new"  
[X Link](https://x.com/anyuser/status/1700502972923367792)  2023-09-09T13:34Z 14.1K followers, 13.6K engagements


"If you are actively managing a smallcap / microcap strategy you should be busy as youve ever been right now"  
[X Link](https://x.com/anyuser/status/1702365485088530546)  2023-09-14T16:55Z 14.1K followers, 32.3K engagements


"Short idea thread because we need more investment specific talk / ideas and less of everything else. Sylogist $SYZ is a public sector software business and an idea Ive talked about ad nauseam. Extremely high value prop to their customers. Operates in an insulated niche"  
[X Link](https://x.com/anyuser/status/1713262714087207210)  2023-10-14T18:37Z 14.1K followers, 31K engagements


"Turtle Creek stuff is among my favorite to read and re-read. https://www.turtlecreek.ca/communications/ https://www.turtlecreek.ca/communications/"  
[X Link](https://x.com/anyuser/status/1731861865469194481)  2023-12-05T02:23Z 14.1K followers, 14.3K engagements


"Snowball Research is one of the highest quality special situation / corporate event idea generators out there. Raghu does great work and is highly recommend checking them out https://www.snowballresearch.com/ https://www.snowballresearch.com/"  
[X Link](https://x.com/anyuser/status/1766482262734844173)  2024-03-09T15:12Z 14.1K followers, 12.2K engagements


"This should be read by all: https://horizonkinetics.com/app/uploads/VII_Worth-The-Time_Stahl_Feb-2024.pdf https://horizonkinetics.com/app/uploads/VII_Worth-The-Time_Stahl_Feb-2024.pdf"  
[X Link](https://x.com/anyuser/status/1780040834982810062)  2024-04-16T01:09Z 14.1K followers, 23.7K engagements


"Any interesting founder-led businesses under $500mm market cap that are worth paying attention to"  
[X Link](https://x.com/anyuser/status/1796931950491353356)  2024-06-01T15:48Z 14.1K followers, 60.1K engagements


"Yearly reminder that this track record will never be replicated"  
[X Link](https://x.com/anyuser/status/1798752342508183871)  2024-06-06T16:22Z 14.1K followers, 56.3K engagements


"Appreciating these types of situations more and more. No need for explosive growth or business sexiness. 2010-2023: Revenue CAGR: 6% EBITDA CAGR: 10% (3x growth) Share count: -50% $MUSA is a 10-bagger in [--] yrs (26% CAGR). Great example of "boring" stock in low growth industry (gas stations) that created huge value (like NVR AZO ORLY). [--] key ingredients: consistent buybacks + persistently below avg valuation. The boring part helps sustain the latter https://t.co/e1WGIuTPZl $MUSA is a 10-bagger in [--] yrs (26% CAGR). Great example of "boring" stock in low growth industry (gas stations) that"  
[X Link](https://x.com/anyuser/status/1813297906578800775)  2024-07-16T19:41Z 14.1K followers, 14.3K engagements


"This interview with Bryan Lawrence of Oakcliff Capital is excellent and has one of the best discussions about energy Ive ever heard. https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489i=1000653789220 https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489i=1000653789220"  
[X Link](https://x.com/anyuser/status/1828094404306845819)  2024-08-26T15:37Z 14.1K followers, [----] engagements


"Leons Furniture $LNF.TO from the Snowball Monthly Idea Generation Report"  
[X Link](https://x.com/anyuser/status/1852162708361052233)  2024-11-01T01:36Z 14.1K followers, 12.3K engagements


"As $TVK.TO touches an all time high todaythese letter snippets are from Greystones first year in operationwhat a buffoon"  
[X Link](https://x.com/anyuser/status/1854189102511362096)  2024-11-06T15:48Z 14.1K followers, 10.8K engagements


"Best gift this year by far:"  
[X Link](https://x.com/anyuser/status/1872112764703133952)  2024-12-26T02:50Z 14.1K followers, 111K 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. https://www.greystonevalue.com/_files/ugd/47fd79_a54ed5fe7f17447083511063bba629d1.pdf https://www.greystonevalue.com/_files/ugd/47fd79_a54ed5fe7f17447083511063bba629d1.pdf"  
[X Link](https://x.com/anyuser/status/1882784455368348001)  2025-01-24T13:36Z 14.1K followers, 44.3K engagements


"Kids are napping lets chat some ideas. What looks attractive in 2025-26 $NRP risk/reward seems very favorable. Obviously tough coal price environment but continued debt pay down means increased distributions and potentially the repurchase of units"  
[X Link](https://x.com/anyuser/status/1883233937679622470)  2025-01-25T19:22Z 14.1K followers, 27.1K engagements


"Peter Thiel says monopolists pretend they have incredible competition while managers of crappy businesses pretend they have no competitors bc theyre doing something unique. Cant stop thinking about this idea. Whats a business that pretends/says it has lots of competition"  
[X Link](https://x.com/anyuser/status/1884268647340007701)  2025-01-28T15:53Z 14.1K followers, [----] engagements


"Stop what youre doing and order this book immediately"  
[X Link](https://x.com/anyuser/status/1886430181805486348)  2025-02-03T15:02Z 14.1K followers, 15.5K engagements


"lol $CRWV h/t @cjgustafson"  
[X Link](https://x.com/anyuser/status/1903144042826723757)  2025-03-21T17:57Z 14.1K followers, 251.6K engagements


"If you havent talked through a company or an investment thesis with ChatGPT deep research yet - like having an actual discussion I strongly recommend trying it. Blown away"  
[X Link](https://x.com/anyuser/status/1911130653044723743)  2025-04-12T18:53Z 14.1K followers, [----] engagements


"The Greystone Capital Q1 letter is now available on our site. Discussion includes $BELFB $NRP $LNF and a new position in $KITS a great business thats executing incredibly well. https://www.greystonevalue.com/_files/ugd/47fd79_f02d387aa8de45cdb966e41d49cb6bcf.pdf https://www.greystonevalue.com/_files/ugd/47fd79_f02d387aa8de45cdb966e41d49cb6bcf.pdf"  
[X Link](https://x.com/anyuser/status/1918301284161012221)  2025-05-02T13:47Z 14.1K followers, [----] engagements


"Im not big on protein bars but these are the best tasting ones Ive ever had"  
[X Link](https://x.com/anyuser/status/1921260796857749856)  2025-05-10T17:47Z 14.1K followers, 15.8K engagements


"Now THIS is how you start an investment pitch:"  
[X Link](https://x.com/anyuser/status/1946281943877697868)  2025-07-18T18:52Z 14.1K followers, 28.6K engagements


"After seven years of sharing my writing publicly the time is right to put a portion of the blog behind a paywall. Ive set the annual subscription price at $19.99/month or $239/annually. I priced the subscription below all the lengthy deep-dive Substacks as well as below the Substacks that post multiple ideas per month"  
[X Link](https://x.com/anyuser/status/1948009758994129344)  2025-07-23T13:18Z 14.1K followers, 16.3K engagements


"I've been amazed at some of the AI related tools being built for investment professionals. It seems like something new is launched almost daily. One of my new favorites is TenzingMEMO I'm blown away by this product. http://tenzingmemo.com http://tenzingmemo.com"  
[X Link](https://x.com/anyuser/status/1949104942918070652)  2025-07-26T13:50Z 14.1K followers, 11.3K engagements


"Does anyone elses wife clean the house before the cleaners come"  
[X Link](https://x.com/anyuser/status/1963289444448178198)  2025-09-03T17:14Z 14.1K followers, [----] engagements


"$AMR Director Kenneth Courtis with a monster insider purchase this month"  
[X Link](https://x.com/anyuser/status/1968692284645425152)  2025-09-18T15:03Z 14.1K followers, 12K engagements


"Ive been writing for [--] years (1-2 on Substack) and just started charging a subscription a few months ago. Ive noticed that outside of the first movers (long-time Substack writers who have been charging for a long time) investing Substacks are hard to grow because of the intersection of competing demands of audience economics and idea scarcity. Substack seems to reward frequency. Consistent publishing means more impressions and faster subscriber growth. Casual readers want regular content even if ideas / posts are lower quality. Volume is rewarded not depth. Really good investment ideas are"  
[X Link](https://x.com/anyuser/status/1973387431245398417)  2025-10-01T14:00Z 14.1K followers, 26.2K engagements


"Twitter / Substack since April: YTD return profiles of 300%+ (from everyone) Screenshots of how much money retail investors are making. Inexperienced investors screenshotting paid Substack subscriber growth. Every article titled: 300-bagger opportunity within [--] months subscribe to view I told you so post-mortems (bc investing is easy) Value investor ridicule. This is going to end well"  
[X Link](https://x.com/anyuser/status/1976356751227375727)  2025-10-09T18:39Z 14.1K followers, 15.8K engagements


"The Greystone Capital Q3 letter is now available on our site. A brief update on two positions in $IVFH and $SYZ. I also share some thoughts on allocating capital in this market. Readers can also sign up to receive future communications on the Letters page. https://www.greystonevalue.com/_files/ugd/47fd79_b0167be4878743168a57c35c01385c3b.pdf https://www.greystonevalue.com/_files/ugd/47fd79_b0167be4878743168a57c35c01385c3b.pdf"  
[X Link](https://x.com/anyuser/status/1984228863895912887)  2025-10-31T12:00Z 14.1K followers, 10.5K engagements


"One of the best pieces on semis I've read. Semiconductors: The most important sector in the world https://open.substack.com/pub/crackthemarket/p/semiconductors-the-most-importantr=f8btp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/crackthemarket/p/semiconductors-the-most-importantr=f8btp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/anyuser/status/1987936011834298444)  2025-11-10T17:30Z 14.1K followers, 61.1K engagements


"Walter Schloss: Factors Needed to Make Money in the Stock Market. March [--] 1994"  
[X Link](https://x.com/anyuser/status/966034525947035650)  2018-02-20T19:39Z 14.1K followers, [---] engagements


"Bonhoeffer Capital Management Q1 [----] letter is a tour de force on the best ways to invest in Public LBOs and how to recognize catalysts. Really impressive. Case study as well. https://gallery.mailchimp.com/2511717cdf1bae9a0638c942a/files/2249ec23-e80d-46a8-9f65-846264852383/0418__BCM_Partner_Letter_Q1_2018.pdf https://gallery.mailchimp.com/2511717cdf1bae9a0638c942a/files/2249ec23-e80d-46a8-9f65-846264852383/0418__BCM_Partner_Letter_Q1_2018.pdf"  
[X Link](https://x.com/anyuser/status/991449058089865216)  2018-05-01T22:47Z 14.1K followers, [--] engagements

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