[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @AKWilk Adam Wilk Adam Wilk posts on X about $odfl, market cap, $ctas, $els the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::31607223/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +39% - X Months XXXXXXX -XXXX% - X Year XXXXXXX +191% ### Mentions: XX [#](/creator/twitter::31607223/posts_active)  - X Week X -XX% - X Month XXX -XX% - X Months XXX +296% - X Year XXX +470% ### Followers: XXXXXX [#](/creator/twitter::31607223/followers)  - X Week XXXXXX +0.32% - X Month XXXXXX +1.70% - X Months XXXXXX +8.70% - X Year XXXXXX +21% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::31607223/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [currencies](/list/currencies) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXX% [countries](/list/countries) XXX% **Social topic influence** [$odfl](/topic/$odfl) #2, [market cap](/topic/market-cap) 5.41%, [$ctas](/topic/$ctas) 2.7%, [$els](/topic/$els) 2.7%, [$unf](/topic/$unf) 2.7%, [$spgi](/topic/$spgi) 2.7%, [business](/topic/business) 2.7%, [debt](/topic/debt) 2.7%, [$32b](/topic/$32b) 2.7%, [$bldr](/topic/$bldr) XXX% **Top accounts mentioned or mentioned by** [@quartrapp](/creator/undefined) [@stockoholics](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@uzocapital](/creator/undefined) [@greenbackd](/creator/undefined) **Top assets mentioned** [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Cintas Corporation (CTAS)](/topic/$ctas) [Ethlas (ELS)](/topic/$els) [Unifirst Corp (UNF)](/topic/$unf) [S&P Global Inc (SPGI)](/topic/$spgi) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [APi Group Corporation (APG)](/topic/$apg) [Vulcan Materials Company (VMC)](/topic/$vmc) [Martin Marietta Materials, Inc. (MLM)](/topic/$mlm) [CRH Public Limited Company (CRH)](/topic/$crh) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Warby Parker Inc. (WRBY)](/topic/$wrby) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) ### Top Social Posts Top posts by engagements in the last XX hours "The industry is consolidated: $CTAS: XX% market share $ELS UniFirst $UNF ARAMARK smaller players Cintas dominates because its national not regional and owns its logistics + laundries end-to-end" [X Link](https://x.com/AKWilk/status/1986828778673189269) 2025-11-07T16:11Z 13.7K followers, XXX engagements "$SPGI isnt one business. Its actually four toll roads: S&P Ratings: credit ratings monopoly (with Moodys) S&P Indices: think S&P XXX Market Intelligence: financial data Commodity Insights: Platts energy/commodity pricing All are mission-critical. All are recurring. All have pricing power" [X Link](https://x.com/AKWilk/status/1994434223415918676) 2025-11-28T15:52Z 13.7K followers, 24.7K engagements "The crown jewel is S&P Ratings. It rates: Corporate bonds Sovereigns Structured credit Municipals Over XX% of global debt issuance goes through S&P or Moodys. This is a duopoly with regulatory power" [X Link](https://x.com/AKWilk/status/1994434362838823199) 2025-11-28T15:53Z 13.7K followers, 1265 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 13.7K followers, 10.7K engagements "#CompounderFriday: Builders FirstSource $BLDR A $13B market cap distributor that quietly dominates U.S. building materials. BLDR has compounded 40%+ annually since 2015 by consolidating a fragmented industry and riding housing demand" [X Link](https://x.com/AKWilk/status/1971626662396940429) 2025-09-26T17:23Z 13.7K followers, 10.2K engagements "Builders FirstSource is the largest supplier of building materials to homebuilders and contractors in the U.S. XXX locations operations in XX states 500K customers. They sell lumber windows trusses doors roofing siding and everything needed to build a home" [X Link](https://x.com/AKWilk/status/1971626798023950767) 2025-09-26T17:23Z 13.7K followers, XXX engagements "$ODFL is an LTL carrier (less-than-truckload): Multiple customers freight consolidated into one trailer Hub-and-spoke network Time-sensitive high-value freight Its the hardest segment in trucking and ODFL is the undisputed king" [X Link](https://x.com/AKWilk/status/1996975896117313539) 2025-12-05T16:12Z 13.7K followers, XXX engagements "Quality + consistency = pricing power. $ODFL raises prices almost every year and customers accept it because: Shipments arrive on time Damage rates are incredibly low Network reliability is unmatched Shippers happily pay a premium for ODFL quality" [X Link](https://x.com/AKWilk/status/1996976195615731836) 2025-12-05T16:13Z 13.7K followers, XXX engagements "Financials (TTM): $5.5B revenue XX% operating margin XX% EBITDA margin XX% ROIC Debt-free (net cash) 100%+ FCF conversion Margins DOUBLE that of most LTL peers" [X Link](https://x.com/AKWilk/status/1996976462277054807) 2025-12-05T16:14Z 13.7K followers, XXX engagements "Important to note that $KITS is growing the customer count at a mid-teens rate (41% 2-year stack). Revenue growth will be 25-30% into the foreseeable future. I dont love peer comps but despite slower growth lower margins and worse customer retention metrics $WRBYs active customer base is being assigned a value of $1320 per customer versus $XXX for $KITS. Revenue per customer is higher for WRBY but that gap will close. Average revenue per customer will grow for KITS and they will retain those customers. As they do and as they sell a higher percentage of glasses margins will expand nicely. If" [X Link](https://x.com/AKWilk/status/1973824476279443648) 2025-10-02T18:56Z 13.7K followers, 5927 engagements "#CompounderFriday: Everyone's favorite software company.Constellation Software $CSU.TO An $80B software conglomerate thats compounded at 30%+ annually for two decades. CSU doesnt sell flashy software. It buys boring software businesses and never sells them" [X Link](https://x.com/AKWilk/status/1981767208842727870) 2025-10-24T16:58Z 13.7K followers, 3164 engagements "Sharing some thoughts on niche industrial companies and why the market has some trouble valuing them correctly. $APG $LMB $BELFB" [X Link](https://x.com/AKWilk/status/1995479242939801885) 2025-12-01T13:05Z 13.7K followers, 4231 engagements "We overrate edge. You can do well in cyclical or commodity businesses if industry structure timing and forward cash returns are strong. You dont need to be an oil expert (or commodity expert) to own a long-reserve-life low-decline volume-driven asset buying back stock at a cheap price" [X Link](https://x.com/AKWilk/status/1996975086201458767) 2025-12-05T16:08Z 13.7K followers, 3916 engagements "#CompounderFriday: Aggregates Edition $VMC Vulcan Materials $MLM Martin Marietta $CRH CRH PLC Three heavyweights that sell sand gravel cement and crushed stone" [X Link](https://x.com/AKWilk/status/1969110391813820433) 2025-09-19T18:44Z 13.7K followers, 3508 engagements "$ODFL Valuation (NTM): $33B market cap 31x EPS 18.5x EBITDA XXX% FCF yield High-ROIC flywheels rarely look cheap on headline multiples" [X Link](https://x.com/AKWilk/status/1996977547901374700) 2025-12-05T16:18Z 13.7K followers, 1246 engagements "$ODFL is a reminder that the best compounders arent always software companies. Sometimes theyre logistics businesses with: Relentless culture Decades of execution Network-based moats High incremental returns Pricing power in a commodity industry Thats Old Dominion Freight Line" [X Link](https://x.com/AKWilk/status/1996977710019612979) 2025-12-05T16:19Z 13.7K followers, 1103 engagements "#CompounderFriday: TransDigm $TDG A $71B aerospace parts supplier trading at 41x earnings. TDG is one of the most profitable industrial companies out there" [X Link](https://x.com/AKWilk/status/1979206028680900984) 2025-10-17T15:21Z 13.7K followers, 7608 engagements ""Warby Parker built an actual brand." $WRBY The brand:" [X Link](https://x.com/AKWilk/status/1986538361725812829) 2025-11-06T20:57Z 13.7K followers, 3293 engagements "$FIX is up an incredible 18x in the past five years" [X Link](https://x.com/AKWilk/status/1997416176666681517) 2025-12-06T21:21Z 13.7K followers, 3761 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@AKWilk Adam Wilk
Adam Wilk posts on X about $odfl, market cap, $ctas, $els the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +39%
- X Months XXXXXXX -XXXX%
- X Year XXXXXXX +191%
Mentions: XX #
- X Week X -XX%
- X Month XXX -XX%
- X Months XXX +296%
- X Year XXX +470%
Followers: XXXXXX #
- X Week XXXXXX +0.32%
- X Month XXXXXX +1.70%
- X Months XXXXXX +8.70%
- X Year XXXXXX +21%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% finance XXXXX% currencies XXXX% cryptocurrencies XXX% countries XXX%
Social topic influence $odfl #2, market cap 5.41%, $ctas 2.7%, $els 2.7%, $unf 2.7%, $spgi 2.7%, business 2.7%, debt 2.7%, $32b 2.7%, $bldr XXX%
Top accounts mentioned or mentioned by @quartrapp @stockoholics @joinyellowbrick @uzocapital @greenbackd
Top assets mentioned Old Dominion Freight Line Inc (ODFL) Cintas Corporation (CTAS) Ethlas (ELS) Unifirst Corp (UNF) S&P Global Inc (SPGI) Builders FirstSource, Inc. (BLDR) APi Group Corporation (APG) Vulcan Materials Company (VMC) Martin Marietta Materials, Inc. (MLM) CRH Public Limited Company (CRH) TransDigm Group, Inc. (TDG) Warby Parker Inc. (WRBY) Comfort Systems USA, Inc. (FIX)
Top Social Posts
Top posts by engagements in the last XX hours
"The industry is consolidated: $CTAS: XX% market share $ELS UniFirst $UNF ARAMARK smaller players Cintas dominates because its national not regional and owns its logistics + laundries end-to-end"
X Link 2025-11-07T16:11Z 13.7K followers, XXX engagements
"$SPGI isnt one business. Its actually four toll roads: S&P Ratings: credit ratings monopoly (with Moodys) S&P Indices: think S&P XXX Market Intelligence: financial data Commodity Insights: Platts energy/commodity pricing All are mission-critical. All are recurring. All have pricing power"
X Link 2025-11-28T15:52Z 13.7K followers, 24.7K engagements
"The crown jewel is S&P Ratings. It rates: Corporate bonds Sovereigns Structured credit Municipals Over XX% of global debt issuance goes through S&P or Moodys. This is a duopoly with regulatory power"
X Link 2025-11-28T15:53Z 13.7K followers, 1265 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 2025-12-05T16:11Z 13.7K followers, 10.7K engagements
"#CompounderFriday: Builders FirstSource $BLDR A $13B market cap distributor that quietly dominates U.S. building materials. BLDR has compounded 40%+ annually since 2015 by consolidating a fragmented industry and riding housing demand"
X Link 2025-09-26T17:23Z 13.7K followers, 10.2K engagements
"Builders FirstSource is the largest supplier of building materials to homebuilders and contractors in the U.S. XXX locations operations in XX states 500K customers. They sell lumber windows trusses doors roofing siding and everything needed to build a home"
X Link 2025-09-26T17:23Z 13.7K followers, XXX engagements
"$ODFL is an LTL carrier (less-than-truckload): Multiple customers freight consolidated into one trailer Hub-and-spoke network Time-sensitive high-value freight Its the hardest segment in trucking and ODFL is the undisputed king"
X Link 2025-12-05T16:12Z 13.7K followers, XXX engagements
"Quality + consistency = pricing power. $ODFL raises prices almost every year and customers accept it because: Shipments arrive on time Damage rates are incredibly low Network reliability is unmatched Shippers happily pay a premium for ODFL quality"
X Link 2025-12-05T16:13Z 13.7K followers, XXX engagements
"Financials (TTM): $5.5B revenue XX% operating margin XX% EBITDA margin XX% ROIC Debt-free (net cash) 100%+ FCF conversion Margins DOUBLE that of most LTL peers"
X Link 2025-12-05T16:14Z 13.7K followers, XXX engagements
"Important to note that $KITS is growing the customer count at a mid-teens rate (41% 2-year stack). Revenue growth will be 25-30% into the foreseeable future. I dont love peer comps but despite slower growth lower margins and worse customer retention metrics $WRBYs active customer base is being assigned a value of $1320 per customer versus $XXX for $KITS. Revenue per customer is higher for WRBY but that gap will close. Average revenue per customer will grow for KITS and they will retain those customers. As they do and as they sell a higher percentage of glasses margins will expand nicely. If"
X Link 2025-10-02T18:56Z 13.7K followers, 5927 engagements
"#CompounderFriday: Everyone's favorite software company.Constellation Software $CSU.TO An $80B software conglomerate thats compounded at 30%+ annually for two decades. CSU doesnt sell flashy software. It buys boring software businesses and never sells them"
X Link 2025-10-24T16:58Z 13.7K followers, 3164 engagements
"Sharing some thoughts on niche industrial companies and why the market has some trouble valuing them correctly. $APG $LMB $BELFB"
X Link 2025-12-01T13:05Z 13.7K followers, 4231 engagements
"We overrate edge. You can do well in cyclical or commodity businesses if industry structure timing and forward cash returns are strong. You dont need to be an oil expert (or commodity expert) to own a long-reserve-life low-decline volume-driven asset buying back stock at a cheap price"
X Link 2025-12-05T16:08Z 13.7K followers, 3916 engagements
"#CompounderFriday: Aggregates Edition $VMC Vulcan Materials $MLM Martin Marietta $CRH CRH PLC Three heavyweights that sell sand gravel cement and crushed stone"
X Link 2025-09-19T18:44Z 13.7K followers, 3508 engagements
"$ODFL Valuation (NTM): $33B market cap 31x EPS 18.5x EBITDA XXX% FCF yield High-ROIC flywheels rarely look cheap on headline multiples"
X Link 2025-12-05T16:18Z 13.7K followers, 1246 engagements
"$ODFL is a reminder that the best compounders arent always software companies. Sometimes theyre logistics businesses with: Relentless culture Decades of execution Network-based moats High incremental returns Pricing power in a commodity industry Thats Old Dominion Freight Line"
X Link 2025-12-05T16:19Z 13.7K followers, 1103 engagements
"#CompounderFriday: TransDigm $TDG A $71B aerospace parts supplier trading at 41x earnings. TDG is one of the most profitable industrial companies out there"
X Link 2025-10-17T15:21Z 13.7K followers, 7608 engagements
""Warby Parker built an actual brand." $WRBY The brand:"
X Link 2025-11-06T20:57Z 13.7K followers, 3293 engagements
"$FIX is up an incredible 18x in the past five years"
X Link 2025-12-06T21:21Z 13.7K followers, 3761 engagements