[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.] #  @CompTortoise The Compounding Tortoise The Compounding Tortoise posts on X about $csu, $dplm, $toiv, $lifco the most. They currently have XXXXX followers and 1203 posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1730594041543143424/interactions)  - X Week XXXXX -XX% - X Month XXXXXXX +235% - X Months XXXXXXX +33% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1730594041543143424/posts_active)  - X Week XX -XXXX% - X Month XX -XX% - X Months XXX +38% - X Year XXX -XX% ### Followers: XXXXX [#](/creator/twitter::1730594041543143424/followers)  - X Week XXXXX +0.19% - X Month XXXXX +1.20% - X Months XXXXX +13% - X Year XXXXX +30% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1730594041543143424/influencer_rank)  ### Social Influence [#](/creator/twitter::1730594041543143424/influence) --- **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [luxury brands](/list/luxury-brands) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [countries](/list/countries) [fashion brands](/list/fashion-brands) [currencies](/list/currencies) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [$csu](/topic/$csu) #17, [$dplm](/topic/$dplm) #1, [$toiv](/topic/$toiv) #7, [$lifco](/topic/$lifco) #5, [$puuilo](/topic/$puuilo) #1, [$lmnv](/topic/$lmnv) #3, [$lin](/topic/$lin) #27, [lin](/topic/lin), [acquisition](/topic/acquisition), [stocks](/topic/stocks) **Top accounts mentioned or mentioned by** [@michaelgielkens](/creator/undefined) [@cj0pp3l](/creator/undefined) [@arneulland](/creator/undefined) [@stonkmetal](/creator/undefined) [@seekingwinners](/creator/undefined) [@chriswmayer](/creator/undefined) [@teemacsj](/creator/undefined) [@evfcfaddict](/creator/undefined) [@qcompounding](/creator/undefined) [@koyfincharts](/creator/undefined) [@qualitystocksa](/creator/undefined) [@finchatio](/creator/undefined) [@lioncubsfund](/creator/undefined) [@quartrapp](/creator/undefined) [@ikkenospes](/creator/undefined) [@redeye](/creator/undefined) [@nicholasmeyers](/creator/undefined) [@mjmauboussin](/creator/undefined) [@notmarkleonard](/creator/undefined) [@simonseverino](/creator/undefined) **Top assets mentioned** [Linde PLC (LIN)](/topic/$lin) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Otis Worldwide Corp (OTIS)](/topic/$otis) [Autozone Inc (AZO)](/topic/$azo) [PoolTogether (POOL)](/topic/$pool) [Ferrari N.V. (RACE)](/topic/$race) [Microsoft Corp. (MSFT)](/topic/microsoft) [Factset Research Systems, Inc. (FDS)](/topic/factset-research-systems-inc) ### Top Social Posts [#](/creator/twitter::1730594041543143424/posts) --- Top posts by engagements in the last XX hours "One of the best industrials out there - Linde Plc with a nice beat in Q2 EMEA EBIT margin topping XX% Raising low-end of the full-year guide thanks to FX while assuming economic contraction for the top end $LIN" [X Link](https://x.com/CompTortoise/status/1951224077047247225) [@CompTortoise](/creator/x/CompTortoise) 2025-08-01T10:10Z 9146 followers, 2862 engagements "We like companies that keep their interim updates brief. Just publishing the core numbers and then business as usual. Do you follow Diploma Plc already It's a great case study to understand compounding models better. $DPLM * Its most recent Q1 2024 update confirms the solid organic revenue growth path: +6% vs. the play-booked +5% * Acquisition growth contributed XX% to the total partially offset by a X% FX headwind. The XX% was driven by the timing of the DICSA acquisition closed in July of last year. Still double-digit total revenue growth and steady margin expansion should 'easily' (it's" [X Link](https://x.com/CompTortoise/status/1760038746911908027) [@CompTortoise](/creator/x/CompTortoise) 2024-02-20T20:28Z 9144 followers, 3373 engagements "Do you already know the UK serial acquirer Diploma Plc $DPLM Six slides that highlight the proven KPIs of shareholder value creation 1/ Focus on underlying EPS performance a per share metric is what you should focus on. Diploma has seen stable organic revenue growth that have oftentimes exceeded Swedish serial acquirers'" [X Link](https://x.com/CompTortoise/status/1764721185550454994) [@CompTortoise](/creator/x/CompTortoise) 2024-03-04T18:34Z 9142 followers, 6926 engagements "Our top X European High-Quality Stocks 📈 France - Herms - LVMH - L'Oral Sweden - Evolution - Lifco - Atlas Copco Netherlands - ASML - Wolters Kluwer - Adyen Italy - Reply - SeSa - Sanlorenzo Spain - Amadeus - Inditex - Laboratorios Farmaceuticos ROVI What else" [X Link](https://x.com/CompTortoise/status/1778139185687199746) [@CompTortoise](/creator/x/CompTortoise) 2024-04-10T19:13Z 9144 followers, 53.3K engagements "How to Identify the Best Serial Acquirers👇 Serial acquirers have become popular with Constellation Lifco Lagercrantz Addtech vastly outperforming the market over the past years and decade(s). What to look for in a great serial acquirer & what are the challenges A thread 🧵" [X Link](https://x.com/CompTortoise/status/1815045160369070295) [@CompTortoise](/creator/x/CompTortoise) 2024-07-21T15:24Z 9144 followers, 83.4K engagements "Which companies should we cover next Let us know 👇 Published XX write-ups in 2024. Quality growth companies worth owning/watching across a variety of niche sectors. $RMS $HARVIA $ORLY $LIN $SL.MI $OTIS $AZO $CSU $TOI.V $LIFCO" [X Link](https://x.com/CompTortoise/status/1868374455158034681) [@CompTortoise](/creator/x/CompTortoise) 2024-12-15T19:15Z 9144 followers, 15.2K engagements "From our last years report on serial acquirers: the quantitative and qualitative aspects that have made Lifco successful. Plus why it takes time to grow ROIC $LIFCO" [X Link](https://x.com/CompTortoise/status/1926339081048293733) [@CompTortoise](/creator/x/CompTortoise) 2025-05-24T18:06Z 9143 followers, 14.8K engagements "$LIFCO $ADDT $LAGR $DPLM $ROKOB.ST $INDT" [X Link](https://x.com/CompTortoise/status/1926941047197782314) [@CompTortoise](/creator/x/CompTortoise) 2025-05-26T09:58Z 9143 followers, 3168 engagements "What a beast $DOL.TO" [X Link](https://x.com/CompTortoise/status/1932804553394499849) [@CompTortoise](/creator/x/CompTortoise) 2025-06-11T14:18Z 9143 followers, 1749 engagements "Chris Davies CFO at Diploma Plc $DPLM in November 2023: "On Windy City (Wire) I need to be careful I've only been here a year. Windy City is probably one of the best businesses I've ever seen." He could easily call out Peerless now. Continued outperformance and even if margins have normalized by 2027 this acquisition is on track to deliver an 18-20% un-levered cash IRR over a 15-year period" [X Link](https://x.com/CompTortoise/status/1946610479402463313) [@CompTortoise](/creator/x/CompTortoise) 2025-07-19T16:37Z 9144 followers, 2286 engagements "Good momentum in M&A as of late roughly 500-600m SEK in deployment over the past two weeks. Today's announcement is a fairly large one for Lifco (largest since CFR in March 2024) $LIFCO $LIFCBO.ST $LIFCO.ST" [X Link](https://x.com/CompTortoise/status/1951176492227907778) [@CompTortoise](/creator/x/CompTortoise) 2025-08-01T07:01Z 9143 followers, 2698 engagements "One of the best compounders in consumer staples with a XX% CAGR To be published later this month on our S-Stack Lotus Bakeries $LOTB.BR - the fortune cookie The importance of family ownership financial prudence how solid ROIICs translate into market-beating return🧵" [X Link](https://x.com/CompTortoise/status/1956041317433102647) [@CompTortoise](/creator/x/CompTortoise) 2025-08-14T17:12Z 9144 followers, 3376 engagements "Today Puuilo $PUUILO one of the leading Finnish discount retailers reported its Q2 and 1H results. At the time of writing the stocks up by X% after being up as much as 11%. The companys also updated and prolonged its strategy period to FY 2030. Full coverage on the S-Stack" [X Link](https://x.com/CompTortoise/status/1966155109148348657) [@CompTortoise](/creator/x/CompTortoise) 2025-09-11T15:01Z 9145 followers, 2134 engagements "Two free deep dives Coming up next: our deep dive on Puuilo $PUUILO and then later a case study on Pool Corporation $POOL Weve made two of earlier published deep dives public (free to read) so that youll get a chance to understand our research process better. Its a question we oftentimes get: what are you looking at how do you get a sense of valuation/expectations Here you go: the in-depth reports on OReilly Automotive and Harvia (on the S-Stack) $ORLY $HARVIA" [X Link](https://x.com/CompTortoise/status/1966397713563423169) [@CompTortoise](/creator/x/CompTortoise) 2025-09-12T07:05Z 9144 followers, 3266 engagements "Summarizing Constellation Softwares conference call on AI An uncommon dose of humility and skepticism on what's going right now Find it in the usual place $CSU $LMN.V $TOI.V" [X Link](https://x.com/CompTortoise/status/1970480085439279387) [@CompTortoise](/creator/x/CompTortoise) 2025-09-23T13:27Z 9144 followers, 8927 engagements "One of Mark Leonard's best quotes on share repurchases during the 2025 AGM Constellation Software $CSU $LMN.V $TOI.V" [X Link](https://x.com/CompTortoise/status/1971605091821191283) [@CompTortoise](/creator/x/CompTortoise) 2025-09-26T15:57Z 9144 followers, 16.5K engagements "Another Constellation Software Conference Call Lets highlight why the new Presidents (CSI veteran Mark Miller) comments are very frustrating for short-term focused investors yet very reassuring for the intrinsic shareholders (thats us). More on that below 👇 $CSU $TOI.V $LMN.V" [X Link](https://x.com/CompTortoise/status/1973821602975658203) [@CompTortoise](/creator/x/CompTortoise) 2025-10-02T18:45Z 9144 followers, 4261 engagements "Ferrari's product line much more geared toward ICE and hybrid (80% by 2030) versus the 2022 view of XX% fully electric XX% hybrid XX% ICE. Ferrari not chasing losing projects. Excellent news for shareholders. $RACE" [X Link](https://x.com/CompTortoise/status/1976199766737334540) [@CompTortoise](/creator/x/CompTortoise) 2025-10-09T08:15Z 9144 followers, 23.7K engagements "Solid growth at high returns in cash: real returns; not driven by creative accounting - it's out of fashion in today's market From @Schroders" [X Link](https://x.com/CompTortoise/status/1977038191720120436) [@CompTortoise](/creator/x/CompTortoise) 2025-10-11T15:46Z 9144 followers, 2584 engagements "To be released later this week on our S*bst*ck: the Puuilo deep dive $PUUILO a steady Finnish discount retailer poised for continued success. Covering the essentials of compounding: return on incremental invested capital reinvestment rate adjustments for leases and outpacing your competitors. And yet despite solid execution and predictability there's always share price volatility to take advantage of More info via the 🔗 in bio" [X Link](https://x.com/CompTortoise/status/1977815150158639404) [@CompTortoise](/creator/x/CompTortoise) 2025-10-13T19:14Z 9146 followers, 3150 engagements "Listening to interviews that are based on a rational view and not the fancy hocus pocus - they've become quite scarce. Great job by @MichaelGielkens @bogumil_nyc" [X Link](https://x.com/CompTortoise/status/1978020067410350484) [@CompTortoise](/creator/x/CompTortoise) 2025-10-14T08:48Z 9144 followers, 4735 engagements "10 high-quality compounders that keep delivering solid growth despite todays uncertainty Constellation Software Visa Ferrari HARVIA Hermes Intl Microsoft Lotus Bakeries Hg Capital Copart AutoZone What else" [X Link](https://x.com/CompTortoise/status/1920200173591908811) [@CompTortoise](/creator/x/CompTortoise) 2025-05-07T19:32Z 9145 followers, 11.1K engagements "Mark Leonard started the call with: "Let me tell you a story" Simply love it $CSU - Constellation Software" [X Link](https://x.com/CompTortoise/status/1970115159277355489) [@CompTortoise](/creator/x/CompTortoise) 2025-09-22T13:17Z 9146 followers, 32.8K engagements "Few snippets from last week's Financial Post's article on Constellation Software $CSU.TO $CSU Leonard owns a XXX per cent stake in Constellation worth roughly US$1.21 billion The Wall Street Journal reported Thursday citing data compiled by financial data firm FactSet Research Systems Inc. In the first XX years after Constellations inception Leonard was heavily involved in day-to-day operations and acquisitions CFO Jamal Baksh told Financial Post Friday. But in recent years Leonards focus as president was on strategy such as the potential of investing outside of vertical market software Baksh" [X Link](https://x.com/CompTortoise/status/1972585872894669247) [@CompTortoise](/creator/x/CompTortoise) 2025-09-29T08:54Z 9146 followers, 14K engagements "E-Book on "Return on Capital Uncovered" Why todays market environment isnt much focused on Return on Capital and longevity of returns that quality growth investors seek. Our e-book couldnt have come at a more timely moment. Meanwhile were also clear about one thing: theres no perfect Return on Capital definition. As with many things in finance its about understanding the nuances and seeing through the flaws. Well have it proofread by some of our premium members to get a solid manual out (will take a 2-4 months then) which will be continuously updated as questions/suggestions arise. More on" [X Link](https://x.com/CompTortoise/status/1979648960135381002) [@CompTortoise](/creator/x/CompTortoise) 2025-10-18T20:41Z 9145 followers, 3146 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.]
@CompTortoise The Compounding Tortoise
The Compounding Tortoise posts on X about $csu, $dplm, $toiv, $lifco the most. They currently have XXXXX followers and 1203 posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX -XX%
- X Month XXXXXXX +235%
- X Months XXXXXXX +33%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XXXX%
- X Month XX -XX%
- X Months XXX +38%
- X Year XXX -XX%
Followers: XXXXX #
- X Week XXXXX +0.19%
- X Month XXXXX +1.20%
- X Months XXXXX +13%
- X Year XXXXX +30%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance stocks luxury brands technology brands automotive brands countries fashion brands currencies cryptocurrencies
Social topic influence $csu #17, $dplm #1, $toiv #7, $lifco #5, $puuilo #1, $lmnv #3, $lin #27, lin, acquisition, stocks
Top accounts mentioned or mentioned by @michaelgielkens @cj0pp3l @arneulland @stonkmetal @seekingwinners @chriswmayer @teemacsj @evfcfaddict @qcompounding @koyfincharts @qualitystocksa @finchatio @lioncubsfund @quartrapp @ikkenospes @redeye @nicholasmeyers @mjmauboussin @notmarkleonard @simonseverino
Top assets mentioned Linde PLC (LIN) O'Reilly Automotive Inc (ORLY) Otis Worldwide Corp (OTIS) Autozone Inc (AZO) PoolTogether (POOL) Ferrari N.V. (RACE) Microsoft Corp. (MSFT) Factset Research Systems, Inc. (FDS)
Top Social Posts #
Top posts by engagements in the last XX hours
"One of the best industrials out there - Linde Plc with a nice beat in Q2 EMEA EBIT margin topping XX% Raising low-end of the full-year guide thanks to FX while assuming economic contraction for the top end $LIN"
X Link @CompTortoise 2025-08-01T10:10Z 9146 followers, 2862 engagements
"We like companies that keep their interim updates brief. Just publishing the core numbers and then business as usual. Do you follow Diploma Plc already It's a great case study to understand compounding models better. $DPLM * Its most recent Q1 2024 update confirms the solid organic revenue growth path: +6% vs. the play-booked +5% * Acquisition growth contributed XX% to the total partially offset by a X% FX headwind. The XX% was driven by the timing of the DICSA acquisition closed in July of last year. Still double-digit total revenue growth and steady margin expansion should 'easily' (it's"
X Link @CompTortoise 2024-02-20T20:28Z 9144 followers, 3373 engagements
"Do you already know the UK serial acquirer Diploma Plc $DPLM Six slides that highlight the proven KPIs of shareholder value creation 1/ Focus on underlying EPS performance a per share metric is what you should focus on. Diploma has seen stable organic revenue growth that have oftentimes exceeded Swedish serial acquirers'"
X Link @CompTortoise 2024-03-04T18:34Z 9142 followers, 6926 engagements
"Our top X European High-Quality Stocks 📈 France - Herms - LVMH - L'Oral Sweden - Evolution - Lifco - Atlas Copco Netherlands - ASML - Wolters Kluwer - Adyen Italy - Reply - SeSa - Sanlorenzo Spain - Amadeus - Inditex - Laboratorios Farmaceuticos ROVI What else"
X Link @CompTortoise 2024-04-10T19:13Z 9144 followers, 53.3K engagements
"How to Identify the Best Serial Acquirers👇 Serial acquirers have become popular with Constellation Lifco Lagercrantz Addtech vastly outperforming the market over the past years and decade(s). What to look for in a great serial acquirer & what are the challenges A thread 🧵"
X Link @CompTortoise 2024-07-21T15:24Z 9144 followers, 83.4K engagements
"Which companies should we cover next Let us know 👇 Published XX write-ups in 2024. Quality growth companies worth owning/watching across a variety of niche sectors. $RMS $HARVIA $ORLY $LIN $SL.MI $OTIS $AZO $CSU $TOI.V $LIFCO"
X Link @CompTortoise 2024-12-15T19:15Z 9144 followers, 15.2K engagements
"From our last years report on serial acquirers: the quantitative and qualitative aspects that have made Lifco successful. Plus why it takes time to grow ROIC $LIFCO"
X Link @CompTortoise 2025-05-24T18:06Z 9143 followers, 14.8K engagements
"$LIFCO $ADDT $LAGR $DPLM $ROKOB.ST $INDT"
X Link @CompTortoise 2025-05-26T09:58Z 9143 followers, 3168 engagements
"What a beast $DOL.TO"
X Link @CompTortoise 2025-06-11T14:18Z 9143 followers, 1749 engagements
"Chris Davies CFO at Diploma Plc $DPLM in November 2023: "On Windy City (Wire) I need to be careful I've only been here a year. Windy City is probably one of the best businesses I've ever seen." He could easily call out Peerless now. Continued outperformance and even if margins have normalized by 2027 this acquisition is on track to deliver an 18-20% un-levered cash IRR over a 15-year period"
X Link @CompTortoise 2025-07-19T16:37Z 9144 followers, 2286 engagements
"Good momentum in M&A as of late roughly 500-600m SEK in deployment over the past two weeks. Today's announcement is a fairly large one for Lifco (largest since CFR in March 2024) $LIFCO $LIFCBO.ST $LIFCO.ST"
X Link @CompTortoise 2025-08-01T07:01Z 9143 followers, 2698 engagements
"One of the best compounders in consumer staples with a XX% CAGR To be published later this month on our S-Stack Lotus Bakeries $LOTB.BR - the fortune cookie The importance of family ownership financial prudence how solid ROIICs translate into market-beating return🧵"
X Link @CompTortoise 2025-08-14T17:12Z 9144 followers, 3376 engagements
"Today Puuilo $PUUILO one of the leading Finnish discount retailers reported its Q2 and 1H results. At the time of writing the stocks up by X% after being up as much as 11%. The companys also updated and prolonged its strategy period to FY 2030. Full coverage on the S-Stack"
X Link @CompTortoise 2025-09-11T15:01Z 9145 followers, 2134 engagements
"Two free deep dives Coming up next: our deep dive on Puuilo $PUUILO and then later a case study on Pool Corporation $POOL Weve made two of earlier published deep dives public (free to read) so that youll get a chance to understand our research process better. Its a question we oftentimes get: what are you looking at how do you get a sense of valuation/expectations Here you go: the in-depth reports on OReilly Automotive and Harvia (on the S-Stack) $ORLY $HARVIA"
X Link @CompTortoise 2025-09-12T07:05Z 9144 followers, 3266 engagements
"Summarizing Constellation Softwares conference call on AI An uncommon dose of humility and skepticism on what's going right now Find it in the usual place $CSU $LMN.V $TOI.V"
X Link @CompTortoise 2025-09-23T13:27Z 9144 followers, 8927 engagements
"One of Mark Leonard's best quotes on share repurchases during the 2025 AGM Constellation Software $CSU $LMN.V $TOI.V"
X Link @CompTortoise 2025-09-26T15:57Z 9144 followers, 16.5K engagements
"Another Constellation Software Conference Call Lets highlight why the new Presidents (CSI veteran Mark Miller) comments are very frustrating for short-term focused investors yet very reassuring for the intrinsic shareholders (thats us). More on that below 👇 $CSU $TOI.V $LMN.V"
X Link @CompTortoise 2025-10-02T18:45Z 9144 followers, 4261 engagements
"Ferrari's product line much more geared toward ICE and hybrid (80% by 2030) versus the 2022 view of XX% fully electric XX% hybrid XX% ICE. Ferrari not chasing losing projects. Excellent news for shareholders. $RACE"
X Link @CompTortoise 2025-10-09T08:15Z 9144 followers, 23.7K engagements
"Solid growth at high returns in cash: real returns; not driven by creative accounting - it's out of fashion in today's market From @Schroders"
X Link @CompTortoise 2025-10-11T15:46Z 9144 followers, 2584 engagements
"To be released later this week on our Sbstck: the Puuilo deep dive $PUUILO a steady Finnish discount retailer poised for continued success. Covering the essentials of compounding: return on incremental invested capital reinvestment rate adjustments for leases and outpacing your competitors. And yet despite solid execution and predictability there's always share price volatility to take advantage of More info via the 🔗 in bio"
X Link @CompTortoise 2025-10-13T19:14Z 9146 followers, 3150 engagements
"Listening to interviews that are based on a rational view and not the fancy hocus pocus - they've become quite scarce. Great job by @MichaelGielkens @bogumil_nyc"
X Link @CompTortoise 2025-10-14T08:48Z 9144 followers, 4735 engagements
"10 high-quality compounders that keep delivering solid growth despite todays uncertainty Constellation Software Visa Ferrari HARVIA Hermes Intl Microsoft Lotus Bakeries Hg Capital Copart AutoZone What else"
X Link @CompTortoise 2025-05-07T19:32Z 9145 followers, 11.1K engagements
"Mark Leonard started the call with: "Let me tell you a story" Simply love it $CSU - Constellation Software"
X Link @CompTortoise 2025-09-22T13:17Z 9146 followers, 32.8K engagements
"Few snippets from last week's Financial Post's article on Constellation Software $CSU.TO $CSU Leonard owns a XXX per cent stake in Constellation worth roughly US$1.21 billion The Wall Street Journal reported Thursday citing data compiled by financial data firm FactSet Research Systems Inc. In the first XX years after Constellations inception Leonard was heavily involved in day-to-day operations and acquisitions CFO Jamal Baksh told Financial Post Friday. But in recent years Leonards focus as president was on strategy such as the potential of investing outside of vertical market software Baksh"
X Link @CompTortoise 2025-09-29T08:54Z 9146 followers, 14K engagements
"E-Book on "Return on Capital Uncovered" Why todays market environment isnt much focused on Return on Capital and longevity of returns that quality growth investors seek. Our e-book couldnt have come at a more timely moment. Meanwhile were also clear about one thing: theres no perfect Return on Capital definition. As with many things in finance its about understanding the nuances and seeing through the flaws. Well have it proofread by some of our premium members to get a solid manual out (will take a 2-4 months then) which will be continuously updated as questions/suggestions arise. More on"
X Link @CompTortoise 2025-10-18T20:41Z 9145 followers, 3146 engagements