# ![@CompChron Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1996882204279164930.png) @CompChron Compounding Chronicles

Compounding Chronicles posts on X about the world, money, ai, $amzn the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1996882204279164930/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1996882204279164930/c:line/m:interactions.svg)

- [--] Week [-----] -36%
- [--] Month [------] +5,128%

### Mentions: [--] [#](/creator/twitter::1996882204279164930/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1996882204279164930/c:line/m:posts_active.svg)

- [--] Week [--] -29%
- [--] Month [--] +350%

### Followers: [--] [#](/creator/twitter::1996882204279164930/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1996882204279164930/c:line/m:followers.svg)

- [--] Week [--] +106%

### CreatorRank: [---------] [#](/creator/twitter::1996882204279164930/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1996882204279164930/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [fashion brands](/list/fashion-brands)  [luxury brands](/list/luxury-brands)  [products](/list/products)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[the world](/topic/the-world), [money](/topic/money), [ai](/topic/ai), [$amzn](/topic/$amzn), [business](/topic/business), [just a](/topic/just-a), [luxury](/topic/luxury), [fintech](/topic/fintech), [world of](/topic/world-of), [history](/topic/history)

**Top accounts mentioned or mentioned by**
[@morganhousel](/creator/undefined) [@mohnishpabrai](/creator/undefined) [@andrewrsorkin](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Ferrari N.V. (RACE)](/topic/$race) [Merit Circle (MC)](/topic/$mc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Home Depot, Inc. (HD)](/topic/$hd) [Sherwin-Williams Co (SHW)](/topic/$shw) [Lowes Companies Inc (LOW)](/topic/$low) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [MercadoLibre Inc (MELI)](/topic/$meli) [Coupang, Inc.  (CPNG)](/topic/$cpng) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Sea Limited (SE)](/topic/$se) [Alibaba Group (BABA)](/topic/$baba) [Mastercard, Inc. (MA)](/topic/$ma) [American Express Company (AXP)](/topic/$axp) [Tesla, Inc. (TSLA)](/topic/tesla) [McDonald's Corp (MCD)](/topic/$mcd) [Restaurant Brands International Inc. (QSR)](/topic/$qsr) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Starbucks Corporation (SBUX)](/topic/$sbux) [Yum! Brands, Inc. (YUM)](/topic/$yum) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Shake Shack Inc. (SHAK)](/topic/$shak) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Sweetgreen Inc. (SG)](/topic/$sg) [Wing Finance (WING)](/topic/$wing)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Difference III: The Optimist vs. The Abominable No-Man Buffett is the diplomatic face of capitalism. Munger was the blunt force. Buffett was the gas pedal; Munger was the brakes. This "Good Cop Bad Cop" dynamic saved them from countless bad deals that Buffetts optimism might have chased"  
[X Link](https://x.com/CompChron/status/2009977858744037843)  2026-01-10T13:17Z [--] followers, [--] engagements


"Similarity I: The Inner Scorecard Both men possessed a rare indifference to public opinion. When the world mocked them during the Dot-com bubble for being "dinosaurs" they didn't blink. They cared about what was true (Inner Scorecard) not what was popular (Outer Scorecard)"  
[X Link](https://x.com/CompChron/status/2009977860396925098)  2026-01-10T13:17Z [--] followers, [--] engagements


"Similarity II: Geological Patience In a world of millisecond trading they operated on a geological timeframe. Both were content to sit on billions of cash for years doing absolutely nothing. They knew you make money by waiting for the "fat pitch" not by swinging at everything"  
[X Link](https://x.com/CompChron/status/2009977862258938033)  2026-01-10T13:17Z [--] followers, [--] engagements


"Similarity III: Disdain for the "Institutional Imperative" They loathed corporate bureaucracy consultants and "2 and 20" hedge fund fees. They ran an empire with no HR legal or PR departments at HQ. They built a fortress against stupidity by refusing to copy what other CEOs were doing"  
[X Link](https://x.com/CompChron/status/2009977865064837389)  2026-01-10T13:17Z [--] followers, [--] engagements


"Synergy I: The Transformation (Sees Candies) This was the pivot. See's was "expensive" by Buffett's old standards. Munger convinced him to pay up for the Brand Moat. Without Munger Buffett misses Sees. Without Sees they never buy Coca-Cola. It unlocked the modern Berkshire. https://twitter.com/i/web/status/2009977866704802064 https://twitter.com/i/web/status/2009977866704802064"  
[X Link](https://x.com/CompChron/status/2009977866704802064)  2026-01-10T13:17Z [--] followers, [--] engagements


"The Legacy. Buffett was the eyes scanning the horizon. Munger was the glasses sharpening the focus. Their story proves that you don't need a partner just like you. You need one who shares your values but challenges your methods"  
[X Link](https://x.com/CompChron/status/2009977871977333043)  2026-01-10T13:17Z [--] followers, [--] engagements


"I wrote a full deep dive on how this unique dynamic duo conquered the financial world. Read "The Oracle and The Architect" here: #investing #BerkshireHathaway #Buffett #Munger #ValueInvesting $BRK https://www.compoundingchronicles.com/the-oracle-and-the-architect/ https://www.compoundingchronicles.com/the-oracle-and-the-architect/"  
[X Link](https://x.com/CompChron/status/2009977873755771195)  2026-01-10T13:17Z [--] followers, [--] engagements


"Project this onto capitalism and you get what Mohnish Pabrai calls "Spawners." These aren't static businesses. They are capital allocation machines. Think Amazon or Alphabet. They don't just protect their core; they relentlessly incubate new unrelated businesses"  
[X Link](https://x.com/CompChron/status/2009978523310821685)  2026-01-10T13:19Z [--] followers, [--] engagements


"The "Wide Funnel" requires a tolerance for chaos. Amazon invested in AWS when it looked like a distraction. It was a high-variance bet. Google lets engineers spend 20% of their time on side projects. You must be willing to look inefficient"  
[X Link](https://x.com/CompChron/status/2009978525198258331)  2026-01-10T13:19Z [--] followers, [--] engagements


"The "Tight Filter" requires the removal of ego. When the Amazon Fire Phone failed Bezos didn't double down to save face. He killed it fast took the write-down and moved the engineers to the next project. Fail fast. Fail cheap. Recycle the talent"  
[X Link](https://x.com/CompChron/status/2009978527211458697)  2026-01-10T13:19Z [--] followers, [--] engagements


"The result Antifragility. Wide Funnel = You never run out of options (AWS Waymo). Tight Filter = You never run out of cash (killing the Fire Phone Stadia)"  
[X Link](https://x.com/CompChron/status/2009978529098920036)  2026-01-10T13:19Z [--] followers, [--] engagements


"This synthesis of Housel and Pabrai changes how we view corporate strategy and personal growth. Read the full breakdown here for free: Inspired by @morganhousel and @MohnishPabrai #Investing #Strategy #Business #Finance $AMZN $GOOG https://www.compoundingchronicles.com/wide-funnels-tight-filters-and-the-rise-of-the-corporate-spawner/ https://www.compoundingchronicles.com/wide-funnels-tight-filters-and-the-rise-of-the-corporate-spawner/"  
[X Link](https://x.com/CompChron/status/2009978531091230974)  2026-01-10T13:20Z [--] followers, [--] engagements


"Andrew Ross Sorkins "1929" brings the conversation on market stability to the forefront but history rhymes it doesn't repeat. We analyze the structural shiftsfrom the SEC to the Feds safety netthat make a modern Great Depression unlikely even in volatile markets. Read the full article here for free: The article is inspired by the book [----] written by @andrewrsorkin #Economics #1929 #AndrewRossSorkin #MarketCrash #History https://www.compoundingchronicles.com/the-shadow-of-1929-why-history-rhymes-but-wont-repeat/ https://twitter.com/i/web/status/2009983298399862792"  
[X Link](https://x.com/CompChron/status/2009983298399862792)  2026-01-10T13:38Z [--] followers, [--] engagements


"Andrew Ross Sorkins "1929" brings the conversation on market stability to the forefront but history rhymes it doesn't repeat. We analyze the structural shiftsfrom the SEC to the Feds safety netthat make a modern Great Depression unlikely even in volatile markets"  
[X Link](https://x.com/CompChron/status/2009987937958801649)  2026-01-10T13:57Z [--] followers, [--] engagements


"Everyone talks about Apple $AAPL Nvidia $NVDIA and Microsoft $MSFT. But peel back the casing of an iPhone or a Tesla $TSLA and you find the DNA of a different company. A Dutch lightbulb maker that became the accidental mother of the modern tech world. This is the hidden history of Royal Philips $PHIA. 🧵 https://twitter.com/i/web/status/2012510579768877251 https://twitter.com/i/web/status/2012510579768877251"  
[X Link](https://x.com/CompChron/status/2012510579768877251)  2026-01-17T13:01Z [--] followers, [--] engagements


"The gold standard of efficiency & real estate. $MCD"  
[X Link](https://x.com/CompChron/status/2012883586517500371)  2026-01-18T13:43Z [--] followers, [--] engagements


"Home of Burger King & Popeyes. $QSR"  
[X Link](https://x.com/CompChron/status/2012883599373029555)  2026-01-18T13:43Z [--] followers, [--] engagements


"The throughput king. Drive-thru "Chipotlanes" are changing the game. $CMG"  
[X Link](https://x.com/CompChron/status/2012883603030499529)  2026-01-18T13:43Z [--] followers, [--] engagements


"Niche pasta player focusing on digital loyalty. $NDLS"  
[X Link](https://x.com/CompChron/status/2012883627525259576)  2026-01-18T13:43Z [--] followers, [--] engagements


"The "Magnificent 7" isn't just a nickname anymore; its the barometer for the entire market. As we settle into [----] the narrative has shifted from "Who is buying GPUs" to "Who is actually monetizing Agentic AI" Here is the breakdown of every Mag [--] stock right now. 🧵👇"  
[X Link](https://x.com/CompChron/status/2015039202958745609)  2026-01-24T12:29Z [--] followers, [--] engagements


"$AMZN Amazon: The "Everything" AI Company. 📦☁ The [----] Story: After lagging in '25 Amazon is roaring back. AWS is capitalizing on the shift to "AI by default" infrastructure"  
[X Link](https://x.com/CompChron/status/2015039214463725668)  2026-01-24T12:29Z [--] followers, [--] engagements


"$MSFT Microsoft: The Enterprise Utility. 📎🤖 The [----] Story: It's all about Agents. Copilot is no longer just a chatbot; its a "digital coworker" embedded in Dynamics [---] and Office"  
[X Link](https://x.com/CompChron/status/2015039218226020689)  2026-01-24T12:29Z [--] followers, [--] engagements


"$AAPL Apple: The Hardware Supercycle 📱🍏 The [----] Story: This is a hardware year. Rumors of the "iPhone Fold" (finally) and a smart home hub are heating up for late '26"  
[X Link](https://x.com/CompChron/status/2015039222273479125)  2026-01-24T12:29Z [--] followers, [--] engagements


"( $JD ) Unlike the marketplace model of its rivals JD focuses on a direct retail model with a massive self-operated logistics network. Think of them as the rigorous "asset-heavy" player. http://JD.com http://JD.com"  
[X Link](https://x.com/CompChron/status/2020478526114201751)  2026-02-08T12:43Z [--] followers, [----] engagements


"PDD Holdings ( $PDD ) PDD operates on extreme efficiency. Domestically Pinduoduo connects farmers directly to consumers (social shopping). Globally Temu is storming markets with a direct-from-factory value model"  
[X Link](https://x.com/CompChron/status/2020478530199404974)  2026-02-08T12:43Z [--] followers, [---] engagements


"Visa: The Network King $V Visa is the largest open-loop payment network in the world. Visa is a tech company not a bank. It doesnt lend money or set interest rates. It connects consumers merchants and banks taking a tiny slice of every transaction (the toll). https://twitter.com/i/web/status/2022412126963544381 https://twitter.com/i/web/status/2022412126963544381"  
[X Link](https://x.com/CompChron/status/2022412126963544381)  2026-02-13T20:46Z [--] followers, [---] engagements


"Preparation Prediction. A stark reminder from Ray Dalio that the markets punish certainty and reward adaptability. Build a portfolio that can weather any storm. 📉 #RayDalio #Investing #RiskManagement"  
[X Link](https://x.com/CompChron/status/2022724518301806941)  2026-02-14T17:28Z [--] followers, [--] engagements


"The coffee place with pricing power. $SBUX"  
[X Link](https://x.com/CompChron/status/2012883590976024765)  2026-01-18T13:43Z [--] followers, [--] engagements


"A franchising machine (Taco Bell KFC Pizza Hut). $YUM"  
[X Link](https://x.com/CompChron/status/2012883595120062515)  2026-01-18T13:43Z [--] followers, [--] engagements


"A tech company that sells pizza. Fortress strategy + autonomous delivery. $DPZ"  
[X Link](https://x.com/CompChron/status/2012883611087712704)  2026-01-18T13:43Z [--] followers, [--] engagements


"Premium "fine casual" burgers. $SHAK"  
[X Link](https://x.com/CompChron/status/2012883615349080539)  2026-01-18T13:43Z [--] followers, [--] engagements


"The "next Chipotle" of Mediterranean $CAVA"  
[X Link](https://x.com/CompChron/status/2012883619354661039)  2026-01-18T13:43Z [--] followers, [--] engagements


"Betting big on automation (Infinite Kitchen) to reach profitability. $SG"  
[X Link](https://x.com/CompChron/status/2012883623322567072)  2026-01-18T13:43Z [--] followers, [--] engagements


"Digital-first carryout dominant cash flow beast. $WING"  
[X Link](https://x.com/CompChron/status/2012883631396602001)  2026-01-18T13:43Z [--] followers, [--] engagements


"Massive unit volumes famous Chicago dogs. $PTLO"  
[X Link](https://x.com/CompChron/status/2012883635506925575)  2026-01-18T13:43Z [--] followers, [---] engagements


"$NVDA Nvidia: The King of Compute is shifting gears 👑 The [----] Story: We've moved from the Blackwell hype to the Rubin era. The focus is no longer just training; it's inference"  
[X Link](https://x.com/CompChron/status/2015039206725165524)  2026-01-24T12:29Z [--] followers, [--] engagements


"$GOOGL Alphabet: The Sleeper Hit of '26 🧠 The [----] Story: Gemini is finally growing up. Its officially replacing Google Assistant on Android this year"  
[X Link](https://x.com/CompChron/status/2015039210793631746)  2026-01-24T12:29Z [--] followers, [--] engagements


"Volatility is the price of admission. 🎫 Dont let a red day trick you into giving up your seat for the green years. Stay the course. 🙌 #Trading #Wealth #Mindset"  
[X Link](https://x.com/CompChron/status/2016953151358701723)  2026-01-29T19:14Z [--] followers, [--] engagements


"The Enduring Appeal of Luxury 💎 The luxury sector while influenced by market shifts often rewards long-term vision. Today were examining [--] iconic names: $RACE $RMS $MC (LVMH) and $WOSG. 🧵👇 https://twitter.com/i/web/status/2016958912642109562 https://twitter.com/i/web/status/2016958912642109562"  
[X Link](https://x.com/CompChron/status/2016958912642109562)  2026-01-29T19:37Z [--] followers, [----] engagements


"Ferrari The Apex of Aspiration 🏎 Ferrari is more than a car manufacturer; its a master of desire and exclusivity. $RACE https://twitter.com/i/web/status/2016958915729355082 https://twitter.com/i/web/status/2016958915729355082"  
[X Link](https://x.com/CompChron/status/2016958915729355082)  2026-01-29T19:37Z [--] followers, [--] engagements


"LVMH The Conglomerate of Desire 👜 LVMH represents the vast and diverse landscape of global luxury spanning fashion wines & spirits jewelry and more. $MC"  
[X Link](https://x.com/CompChron/status/2016958924046409922)  2026-01-29T19:37Z [--] followers, [--] engagements


"WOSG The Gateway to Horology As a leading retailer Watches of Switzerland Group provides direct access to the coveted world of luxury timepieces. $WOSG https://twitter.com/i/web/status/2016958927854882854 https://twitter.com/i/web/status/2016958927854882854"  
[X Link](https://x.com/CompChron/status/2016958927854882854)  2026-01-29T19:37Z [--] followers, [--] engagements


""Compounding is the 8th wonder of the world" Albert Einstein Haters will say its AI but E=mc actually stands for Earnings = Money Compounding 😉 https://twitter.com/i/web/status/2017611735188787346 https://twitter.com/i/web/status/2017611735188787346"  
[X Link](https://x.com/CompChron/status/2017611735188787346)  2026-01-31T14:51Z [--] followers, [--] engagements


"Haters will say its AI 😉 "Compounding is the 8th wonder of the world" Albert Einstein"  
[X Link](https://x.com/CompChron/status/2017618891791384901)  2026-01-31T15:20Z [--] followers, [--] engagements


"Most investors think they need to be smart. Munger knew you just need to be patient. Every time you sell you trigger taxes and reset the clock. The hardest work in investing is sitting on your hands. #Investing #CharlieMunger #Wealth"  
[X Link](https://x.com/CompChron/status/2017619841415344363)  2026-01-31T15:23Z [--] followers, [--] engagements


"Most investors think they need to be smart. Munger knew you just need to be patient. Every time you sell you trigger taxes and reset the clock. The hardest work in investing is sitting on your hands. #Investing #CharlieMunger #Wealth"  
[X Link](https://x.com/CompChron/status/2017622852380352609)  2026-01-31T15:35Z [--] followers, [--] engagements


"$NKE (Nike) The giant of the industry. Its been a rough patch lately with revenue dips but they just launched a "Win Now" strategy to get their groove back. If you believe the Swoosh is permanent this is the ticker to watch for the comeback story"  
[X Link](https://x.com/CompChron/status/2017870556549296621)  2026-02-01T08:00Z [--] followers, [--] engagements


"$DECK (Deckers Outdoor) The powerhouse behind HOKA and UGG. They just crushed earnings estimates again. HOKA is flying off shelves with runners and UGG remains a fashion staple. This stock has been a massive compounder for years"  
[X Link](https://x.com/CompChron/status/2017870560424870024)  2026-02-01T08:00Z [--] followers, [--] engagements


"$ONON (On Holding) You see the distinctive "Cloud" soles everywhere now. The Swiss brand is growing like wildfire expanding beyond running into tennis (partnering with Federer) and lifestyle gear. A high-growth play for those betting on the new guard"  
[X Link](https://x.com/CompChron/status/2017870564052877439)  2026-02-01T08:00Z [--] followers, [---] engagements


"$CROX (Crocs) Love them or hate them the cash flow is undeniable. While their acquisition of HEYDUDE has had some growing pains the core Crocs foam clog business continues to print money with high margins. Comfort remains king"  
[X Link](https://x.com/CompChron/status/2017870567873888706)  2026-02-01T08:00Z [--] followers, [---] engagements


"$BIRK (Birkenstock) The IPO was recent but the brand is centuries old. They just reported strong revenue growth. Its not just a hippie sandal anymore; its a high-fashion statement with loyal customers who buy multiple pairs. A premium play in the sector"  
[X Link](https://x.com/CompChron/status/2017870571850109150)  2026-02-01T08:00Z [--] followers, [--] engagements


"$UAA (Under Armour) The underdog trying to regain its bite. They are currently in the middle of a major restructuring plan to cut costs and refocus the brand. Its a turnaround play for investors who think Kevin Plank can steer the ship back to glory"  
[X Link](https://x.com/CompChron/status/2017870583690576137)  2026-02-01T08:00Z [--] followers, [---] engagements


"$PUM (Puma) The fastest cat in the race Facing some headwinds in China and the US but they are focused on cost efficiency for [----]. They remain a massive player in global football (soccer) and motorsport culture"  
[X Link](https://x.com/CompChron/status/2017870587549339927)  2026-02-01T08:00Z [--] followers, [---] engagements


"Talking about Constellation Software $CSU $CSU.TO 😉"  
[X Link](https://x.com/CompChron/status/2017898013763555734)  2026-02-01T09:49Z [--] followers, [---] engagements


"The Nomad Partnership's success wasn't about diversification. It was about extreme concentration in businesses with "Scale Economies Shared." Their biggest winners: 🛒 Amazon ("The Internet Costco") 🏢 Costco ("The Model of Discipline") 🤝 Berkshire Hathaway ("The Compounding Machine") A powerful lesson in patience and conviction from Nick Sleep and Qais Zakaria. 👇 #investing #stocks #longterm #nicksleep #qaiszakaria #nomadpartnership #amazon #costco #berkshirehathaway $AMZN $COST $BRK https://twitter.com/i/web/status/2018763921503453298 https://twitter.com/i/web/status/2018763921503453298"  
[X Link](https://x.com/CompChron/status/2018763921503453298)  2026-02-03T19:10Z [--] followers, [--] engagements


"The Titans of Home Improvement 🏗 The housing market cycles up and down but the infrastructure behind it remains constant. I analyzed the business models of the [--] dominant players in the space: 🟧 The Home Depot ($HD) 🟦 Lowe's ($LOW) 🎨 Sherwin-Williams ($SHW) 🪵 Floor & Decor ($FND) Here is the timeless case for each. 🧵👇 https://twitter.com/i/web/status/2020449802337554822 https://twitter.com/i/web/status/2020449802337554822"  
[X Link](https://x.com/CompChron/status/2020449802337554822)  2026-02-08T10:49Z [--] followers, [---] engagements


"The undisputed heavyweight champion. HD isnt just a store; it is the supply chain for professional contractors. $HD"  
[X Link](https://x.com/CompChron/status/2020449804732547150)  2026-02-08T10:49Z [--] followers, [--] engagements


"The primary competitor to HD historically stronger in DIY/Decor but transforming to win the Pro. $LOW"  
[X Link](https://x.com/CompChron/status/2020449808645833147)  2026-02-08T10:49Z [--] followers, [--] engagements


"AI isn't killing VMS; it's optimizing it. Constellation $CSU.TO Topicus $TOI.V and Asseco $ACP.WA are poised to use AI to cut costs and lock in sticky revenue. https://x.com/CompChron/status/2020464935491273045 https://t.co/NVK7UZwtr3 https://x.com/CompChron/status/2020464935491273045 https://t.co/NVK7UZwtr3"  
[X Link](https://x.com/CompChron/status/2020471319909839101)  2026-02-08T12:14Z [--] followers, [---] engagements


"Global e-commerce isnt just about selling goods anymore. It is a battle of ecosystems logistics moats and fintech integration. From the "Amazon of South Korea" to the "Super App of Central Asia" here is a breakdown of [--] global titans shaping the digital economy. 🧵👇 $AMZN $MELI $SE $CPNG $BABA $JD $PDD $RKUNY $KSPI https://twitter.com/i/web/status/2020478502768656467 https://twitter.com/i/web/status/2020478502768656467"  
[X Link](https://x.com/CompChron/status/2020478502768656467)  2026-02-08T12:43Z [--] followers, [--] engagements


"Amazon ( $AMZN ) Amazon has evolved beyond a retailer into an infrastructure utility. While e-commerce drives revenue the real profit engines are AWS (Cloud) and Ads"  
[X Link](https://x.com/CompChron/status/2020478505385914828)  2026-02-08T12:43Z [--] followers, [--] engagements


"Coupang ( $CPNG ) Coupang dominates South Korea with an end-to-end model that rivals any logistics network in the world. Their "Rocket Delivery" is the gold standard for last-mile density"  
[X Link](https://x.com/CompChron/status/2020478518312743019)  2026-02-08T12:43Z [--] followers, [---] engagements


"Alibaba ( $BABA ) Once purely a commerce giant (Taobao/Tmall) Alibaba is pivoting hard toward technology to drive higher margins"  
[X Link](https://x.com/CompChron/status/2020478522431521085)  2026-02-08T12:43Z [--] followers, [---] engagements


"Rakuten ( $RKUNY ) Rakuten is unique: its an ecosystem of 70+ services (Insurance Travel Mobile E-commerce) glued together by Rakuten Points"  
[X Link](https://x.com/CompChron/status/2020478533886189962)  2026-02-08T12:43Z [--] followers, [---] engagements


"( $KSPI ) In Kazakhstan Kaspi isn't just an app; it is the economy. It seamlessly blends Payments Marketplace and Fintech into a single daily utility. http://Kaspi.kz http://Kaspi.kz"  
[X Link](https://x.com/CompChron/status/2020478537807872263)  2026-02-08T12:43Z [--] followers, [---] engagements


"Which model do you think wins the next decade A. The Asset-Heavy Fortress (Amazon/JD) B. The Cross-Border Discounter (PDD) C. The Super App (Kaspi/MELI) Let me know below. 👇"  
[X Link](https://x.com/CompChron/status/2020478541259759856)  2026-02-08T12:43Z [--] followers, [--] engagements


"Time is the friend of the wonderful business and the enemy of the mediocre. Focus on quality and let the calendar do the heavy lifting. #Investing #BillAckman #LongTermGrowth #Compounding #Finance"  
[X Link](https://x.com/CompChron/status/2020547171461030354)  2026-02-08T17:16Z [--] followers, [--] engagements


"When most people see risk they see a reason to walk away. When Kinsale Insurance sees risk they see an algorithm. In the high-stakes world of Excess & Surplus (E&S) lines Kinsale has built a fortress by mastering the "hard-to-place." Whether its complex construction niche life sciences or high-hazard property they thrive where standard carriers wont even quote. In a market that fluctuates between "soft" and "hard" Kinsale remains the steady hand. $KNSL #KNSL #Insurance #Underwriting #Stocks #Finance https://twitter.com/i/web/status/2021655223329079363"  
[X Link](https://x.com/CompChron/status/2021655223329079363)  2026-02-11T18:39Z [--] followers, [--] engagements


"There are two types of people in this world: [--]. People who obsessed with Lotus Biscoff. [--]. People who haven't tried Lotus Biscoff yet. That caramelized crunch is a universal love language. ☕🍪 $LOTB #LotusBiscoff #CoffeeBreak"  
[X Link](https://x.com/CompChron/status/2022034471696904417)  2026-02-12T19:46Z [--] followers, [---] engagements


"Mastercard: The Agile Innovator $MA Like Visa Mastercard is an open-loop network. It avoids credit risk (it doesnt hold consumer debt) and focuses purely on processing volume. https://twitter.com/i/web/status/2022412131430228471 https://twitter.com/i/web/status/2022412131430228471"  
[X Link](https://x.com/CompChron/status/2022412131430228471)  2026-02-13T20:46Z [--] followers, [--] engagements


"American Express: The Premium Closed-Loop $AXP The 3-Party "Closed Loop." Amex is the Network the Issuer AND the Acquirer. They see every dollar spent. They issue the cards lend the money and sign up merchants. https://twitter.com/i/web/status/2022412135557390807 https://twitter.com/i/web/status/2022412135557390807"  
[X Link](https://x.com/CompChron/status/2022412135557390807)  2026-02-13T20:46Z [--] followers, [--] engagements


"$BKNG They don't own the hotels. They don't fly the planes. They just own the connection between you and the world. The ultimate capital-light compounder. 🌍📈"  
[X Link](https://x.com/CompChron/status/2022765035454431507)  2026-02-14T20:09Z [--] followers, [--] engagements


"$DOCS (Dr. Martens) Iconic boots tough stock chart. Theyve faced inventory issues and a sales drop recently but the brand heritage is incredibly strong. If you think punk/grunge culture never dies this is the contrarian value watch"  
[X Link](https://x.com/CompChron/status/2017870591550763180)  2026-02-01T08:00Z [--] followers, [---] engagements


"$SHOO (Steven Madden) The mall giant. Consistently solid paying a dividend and adapting quickly to fashion trends. They don't just sell shoes; they sell "the look" for a reasonable price. A steady performer in the consumer discretionary space"  
[X Link](https://x.com/CompChron/status/2017870595443106203)  2026-02-01T08:00Z [--] followers, [---] engagements


"So next time you hold your smartphone remember the Dutch giant that made it possible. Philips didn't just light up the world with bulbs. It lit the spark of the digital revolution"  
[X Link](https://x.com/CompChron/status/2012510603735105951)  2026-01-17T13:01Z [--] followers, [--] engagements


"If you enjoyed this thread follow me for more upcoming articles. Read the full article here: $EXO.AS $PHIA $NXP $TSMC $ASML https://x.com/CompChron/status/2012507598625312986 https://t.co/PgYOXmcyRs https://x.com/CompChron/status/2012507598625312986 https://t.co/PgYOXmcyRs"  
[X Link](https://x.com/CompChron/status/2012510605530350051)  2026-01-17T13:01Z [--] followers, [---] engagements


"$SKX (Skechers) The quiet achiever. Often overlooked Skechers consistently puts up solid sales numbers by dominating the affordable comfortable walking shoe market. They have a fortress balance sheet and massive global reach"  
[X Link](https://x.com/CompChron/status/2017870576015052973)  2026-02-01T08:00Z [--] followers, [--] engagements


"$ADS (Adidas) The Three Stripes are back on the offensive. After the Yeezy fallout they are putting up record revenues again and launching share buybacks. The "Terrace" trend (Sambas Gazelles) is still hot and they are regaining footing in performance sports"  
[X Link](https://x.com/CompChron/status/2017870579752153269)  2026-02-01T08:00Z [--] followers, [--] engagements


"A vertical integration giant. They don't just sell the paint; they manufacture it ship it and own the 5000+ stores that sell it. $SHW"  
[X Link](https://x.com/CompChron/status/2020449812194165230)  2026-02-08T10:49Z [--] followers, [--] engagements


"The "Category Killer." A specialty retailer that offers a warehouse-sized selection of hard-surface flooring that generalists (HD/LOW) cannot match. $FND"  
[X Link](https://x.com/CompChron/status/2020449815901917574)  2026-02-08T10:49Z [--] followers, [--] engagements


"MercadoLibre ( $MELI ) MELI is essentially Amazon + PayPal wrapped into one. In a region with high unbanked populations their fintech arm (Mercado Pago) is as critical as their marketplace"  
[X Link](https://x.com/CompChron/status/2020478509429170531)  2026-02-08T12:43Z [--] followers, [---] engagements


"Sea Limited ( $SE ) Sea Limited operates a unique "three-headed" beast: Garena (Gaming) Shopee (E-commerce) and SeaMoney (Fintech)"  
[X Link](https://x.com/CompChron/status/2020478513698967867)  2026-02-08T12:43Z [--] followers, [---] engagements


"Most marketing rules are wrong. at least if youre building a Luxury brand. 💎 "The Luxury Strategy" by Kapferer & Bastien is the definitive playbook for breaking the rules to build high value. #Marketing #Luxury #Branding #BusinessStrategy #BookReview $MC $LVMH $WOSG $RMS $RACE https://twitter.com/i/web/status/2022398873076142369 https://twitter.com/i/web/status/2022398873076142369"  
[X Link](https://x.com/CompChron/status/2022398873076142369)  2026-02-13T19:54Z [--] followers, [--] engagements


"The Toll Roads of Global Commerce Visa Mastercard and American Express dont just move money; they own the infrastructure of modern trade. Together they form an oligopoly that acts as a global tax on consumption. While they seem identical to the consumera piece of plastic that buys coffeetheir engines run on entirely different fuels. Here is the timeless DNA of the giants that monetize trust. 🧵 $V $MA $AXP https://twitter.com/i/web/status/2022412122932555816 https://twitter.com/i/web/status/2022412122932555816"  
[X Link](https://x.com/CompChron/status/2022412122932555816)  2026-02-13T20:46Z [--] followers, [--] engagements


"FICO isn't a software company. It's a royalty on the entire credit economy. ☑90% of top lenders use it. ☑Unmatched pricing power. ☑The ultimate financial toll booth. Don't bet on which bank wins the lending gamebet on the scorekeeper. 📊🔒 $FICO"  
[X Link](https://x.com/CompChron/status/2023113078494437862)  2026-02-15T19:12Z [--] followers, [--] engagements

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