# ![@DurableCreators Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1480350248434290694.png) @DurableCreators Durable Value Creators

Durable Value Creators posts on X about growth, dividend, company, market the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1480350248434290694/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1480350248434290694/c:line/m:interactions.svg)

- [--] Week [------] -29%
- [--] Month [-------] +5,660%
- [--] Months [-------] -19%
- [--] Year [-------] +79%

### Mentions: [--] [#](/creator/twitter::1480350248434290694/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1480350248434290694/c:line/m:posts_active.svg)

- [--] Week [--] +30%
- [--] Month [--] +121%
- [--] Months [---] -7.80%
- [--] Year [---] +5%

### Followers: [-----] [#](/creator/twitter::1480350248434290694/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1480350248434290694/c:line/m:followers.svg)

- [--] Week [-----] +1.10%
- [--] Month [-----] +2.40%
- [--] Months [-----] +6.50%
- [--] Year [-----] +29%

### CreatorRank: [---------] [#](/creator/twitter::1480350248434290694/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1480350248434290694/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  67.44% [finance](/list/finance)  44.96% [cryptocurrencies](/list/cryptocurrencies)  12.4% [technology brands](/list/technology-brands)  11.63% [countries](/list/countries)  0.78%

**Social topic influence**
[growth](/topic/growth) 33.33%, [dividend](/topic/dividend) 22.48%, [company](/topic/company) #2191, [market](/topic/market) 11.63%, [in the](/topic/in-the) 10.85%, [stocks](/topic/stocks) 10.08%, [list](/topic/list) 9.3%, [business](/topic/business) 8.53%, [strong](/topic/strong) 7.75%, [$spgi](/topic/$spgi) #121

**Top accounts mentioned or mentioned by**
[@zilliongrapes](/creator/undefined) [@ronshamgar](/creator/undefined) [@calvsams](/creator/undefined) [@ddblakefischer](/creator/undefined) [@invest091](/creator/undefined) [@saynototrading](/creator/undefined) [@fulcrum_forum](/creator/undefined) [@310value](/creator/undefined) [@tomicki](/creator/undefined) [@proxy_tank](/creator/undefined) [@bryangreenbaum](/creator/undefined) [@contextinvestor](/creator/undefined) [@jamestonna28](/creator/undefined) [@sashinvesting](/creator/undefined) [@topcornerinvest](/creator/undefined) [@marctheaardvark](/creator/undefined) [@fartiefrenchie](/creator/undefined) [@ivanpejic168665](/creator/undefined) [@dougcatsby](/creator/undefined) [@csunerd](/creator/undefined)

**Top assets mentioned**
[S&P Global Inc (SPGI)](/topic/$spgi) [Home Depot, Inc. (HD)](/topic/$hd) [#MLM (#MLM)](/topic/$mlm) [Rollins, Inc. (ROL)](/topic/$rol) [UNIPOLY (UNP)](/topic/$unp) [Texas Instruments (TXN)](/topic/$txn) [Watsco, Inc. (WSO)](/topic/$wso) [APi Group Corporation (APG)](/topic/$apg) [Cintas Corporation (CTAS)](/topic/$ctas) [Waste Management, Inc. (WM)](/topic/$wm) [Canadian Pacific Railway (CP)](/topic/$cp) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Lowes Companies Inc (LOW)](/topic/$low) [Novo-Nordisk (NVO)](/topic/$nvo) [General Electric Company (GE)](/topic/$ge) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Motorola Solutions Inc (MSI)](/topic/$msi) [UnitedHealth Group (UNH)](/topic/$unh) [Moody's Corporation (MCO)](/topic/$mco) [Autozone Inc (AZO)](/topic/autozone) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Bridge Mutual (BMI)](/topic/$bmi) [Eli Lilly and Company (LLY)](/topic/$lly) [KLA Corp (KLAC)](/topic/$klac) [Heima (HEI)](/topic/$hei) [Republic Services, Inc. (RSG)](/topic/$rsg) [Vulcan Materials Company (VMC)](/topic/$vmc) [Enterprise Products Partners, LP. (EPD)](/topic/$epd) [SPS Commerce, Inc. (SPSC)](/topic/$spsc) [Rubic (RBC)](/topic/$rbc) [Perimeter Solutions, SA (PRM)](/topic/$prm) [Veralto Corporation (VLTO)](/topic/$vlto) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Microsoft Corp. (MSFT)](/topic/$msft) [Roper Technologies Inc (ROP)](/topic/$rop) [UL Solutions Inc. (ULS)](/topic/$uls) [Amgen, Inc. (AMGN)](/topic/$amgn) [Mastercard, Inc. (MA)](/topic/$ma) [Church & Dwight Co., Inc. (CHD)](/topic/$chd) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [Edwards Lifesciences Corp (EW)](/topic/$ew) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Johnson & Johnson (JNJ)](/topic/$jnj)
### Top Social Posts
Top posts by engagements in the last [--] hours

"A few other ETFs I like the idea of: Semicap (+EDA): $ASML $CDNS $KLAC etc Equipment materials software Aerospace minus defense: $GE $HEI $TDG etc Emphasis on aerospace less on defense systems Business services: $APG $CTAS $ROL etc Essential for daily operations"  
[X Link](https://x.com/DurableCreators/status/2015454296012140900)  2026-01-25T15:58Z [----] followers, [----] engagements


"Any ideas on businesses with physical infrastructure/assets that shouldn't really be impacted by AI (or even benefit) Some thoughts: Landfills - $WM $WCN $RSG Rails - $UNP $CP $CNI Quarries - $MLM $VMC Pipelines - $EPD $ENB Thinking about a basket that balances out semis/AI"  
[X Link](https://x.com/DurableCreators/status/2020206809521537390)  2026-02-07T18:43Z [----] followers, 28.7K engagements


"Martin Marietta is swapping concrete and cement assets with Quikrete in exchange for more aggregates (and some cash). This deal continues the company's transition towards becoming a predominantly aggregates-focused business. $MLM"  
[X Link](https://x.com/DurableCreators/status/1952367382942396663)  2025-08-04T13:53Z [----] followers, [----] engagements


"Just my opinion but the Oracle/OpenAI news that's come out the past couple days is the first real moment during this AI trend that suggests a bubble might be forming. AI will obviously provide a lot of value one day but right now spending is massively outpacing usefulness. $ORCL has $11B in cash $105B in debt generates $20B in cash from operations and is now FCF negative. How is this all going to work exactly ORCL has to buy the chips take on more debt while OpenAI has $10B in revenue but will spend $60B/yr in CapEx for five years. What $ORCL has $11B in cash $105B in debt generates $20B in"  
[X Link](https://x.com/DurableCreators/status/1966222113863504113)  2025-09-11T19:27Z [----] followers, [----] engagements


"Amphenol $APH last [--] quarters: Revenue: $3.26B ➡ $6.19B +89.9% Operating Income: $685M ➡ $1.70B +148.2% Net Income: $549M ➡ $1.25B +127.7% Free Cash Flow: $502M ➡ $1.21B +141.0% Worth noting while organic growth is strong these #'s also include a fair amount of M&A"  
[X Link](https://x.com/DurableCreators/status/1981129094348886516)  2025-10-22T22:42Z [----] followers, [----] engagements


"Brutal reaction to $SPSC Q3 earnings. Company grew revenue 16% Y/Y (99th consecutive quarter of top line growth) and is guiding Q4 to be 13%-14% growth. FY25 EPS guidance calls for 18.4% Y/Y growth. This stock has been a huge loser this year considerably worse than peer $MANH"  
[X Link](https://x.com/DurableCreators/status/1984024889104437582)  2025-10-30T22:29Z [----] followers, [----] engagements


"$RBC with a pretty strong quarter thanks to aerospace & defense sales up 39% although broader industrial being up 1% might be something to watch (both for company and broader economy). Expensive stock but maybe something for the watch list to keep tabs on and learn more about"  
[X Link](https://x.com/DurableCreators/status/1984326431912993224)  2025-10-31T18:27Z [----] followers, [----] engagements


"@RonShamgar That's a pretty good comparison. But perhaps similar to the pressure AI may put on SaaS over time couldn't GLP1s limit the total market for $RMD in the medium and long run It may not show in the results today but 5-10 years from now. Don't follow the company so not sure"  
[X Link](https://x.com/DurableCreators/status/2019027959433314312)  2026-02-04T12:39Z [----] followers, [---] engagements


"@Calvsams Seems like an interesting story. Will be interesting to see how they do over the long term since restructuring and changing their strategy"  
[X Link](https://x.com/DurableCreators/status/2020317583413748074)  2026-02-08T02:03Z [----] followers, [---] engagements


"@DDBlakeFischer I go back and forth on Amazon as a possible investment idea. Their physical asset network is definitely impressive but I frequently wonder what it's going to take to see meaningful FCF. Sometimes (from my higher level view) the company feels like a capex black hole"  
[X Link](https://x.com/DurableCreators/status/2020318130522759213)  2026-02-08T02:05Z [----] followers, [---] engagements


"Been listening to some James Davolos and Horizon Kinetics content lately and it has me more interested and open to royalty type businesses whether its precious metals (FNV WPM RGLD) or the Permian Basin (TPL LB WBI). The Business Breakdowns episode on WBI is a good primer"  
[X Link](https://x.com/DurableCreators/status/1983691284733948193)  2025-10-30T00:23Z [----] followers, [----] engagements


"Lots of focus on AI/semis these days so here are some ideas for defensive alternatives to balance out a tech-heavy portfolio. $APG $MSI $PRM $ROL $VLTO $WM"  
[X Link](https://x.com/DurableCreators/status/2012243956713521507)  2026-01-16T19:21Z [----] followers, [----] engagements


"Is Canadian Pacific $CP finally a buy [--] years of trading between 29x (pink) and 21x (black) thanks to high expectations and pending results from their $KSU merger. With earnings growth finally ramping up and valuation back in-line the stock finally looks like a decent buy"  
[X Link](https://x.com/DurableCreators/status/2012527749190091032)  2026-01-17T14:09Z [----] followers, [----] engagements


"Anyone ever look into Trimble $TRMB Growth has been flat in recent years but under the hood they've been making quite a few divestitures distorting #'s. The company is mostly software with some instruments/hardware so probably getting pulled down by ongoing SaaS sell off"  
[X Link](https://x.com/DurableCreators/status/2013647962186960980)  2026-01-20T16:21Z [----] followers, [----] engagements


"I might be forgetting a few names here (mostly just an example) but I'm always surprised there isn't some sort of financial markets ETF. Every major ETF that has names like $V or $SPGI also has banks and other lower quality businesses making up a significant % of holdings"  
[X Link](https://x.com/DurableCreators/status/2015079541690040469)  2026-01-24T15:09Z [----] followers, 16.4K engagements


"Okay last ETF post for a bit. Here are a couple pretty interesting ones from TCW: $GRW - durable growth Top holdings: $TDG $AVGO $GE $GOOGL $MSFT $SUPP - supply chain theme Top holdings: $NVDA $MLM $TSM $TDG $GFL"  
[X Link](https://x.com/DurableCreators/status/2015926661623984412)  2026-01-26T23:15Z [----] followers, [----] engagements


"Was $ROP really responsible for the sell off in software today Their results weren't even *that bad* given what the business is"  
[X Link](https://x.com/DurableCreators/status/2016311384053514378)  2026-01-28T00:44Z [----] followers, [----] engagements


"Tyler Technologies $TYL trading at its cheapest valuation in over a decade. Earnings growth over last [--] years has trounced $SPY but multiple compression is a herculean force on stock performance. Imagine buying a stock that grows EPS at a 16% CAGR but underperforms by 50%"  
[X Link](https://x.com/DurableCreators/status/2017607083034607982)  2026-01-31T14:33Z [----] followers, [----] engagements


"Even if SaaS companies aren't disrupted what is it going to take to change the narrative Seems like any time a new model new tool new plugin new whatever is announced by a company like Anthropic the industry is going to sell off. What reverses that trend if anything"  
[X Link](https://x.com/DurableCreators/status/2018860947939709137)  2026-02-04T01:35Z [----] followers, 24K engagements


"$RBC Bearings reports earnings tomorrow pre-market. It's one I've had my eye on for a while and I'm really hoping for a -10%+ reaction to make the valuation more interesting. Stock has run up a lot lately priced to perfection"  
[X Link](https://x.com/DurableCreators/status/2019202883225546992)  2026-02-05T00:14Z [----] followers, [----] engagements


"I don't believe SaaS is dead but this is also a huge oversimplification. [--] year olds aren't building CRM solutions. But a small team of already skilled developers with access to leading edge AI tools could easily put a competitive product together (selling it is another thing). I love how everyone is saying "SaaS is dead" like you're going to get the Fortune [---] to ditch Salesforce for a CRM vibecoded by a 13-year-old I love how everyone is saying "SaaS is dead" like you're going to get the Fortune [---] to ditch Salesforce for a CRM vibecoded by a 13-year-old"  
[X Link](https://x.com/DurableCreators/status/2019560416041660843)  2026-02-05T23:54Z [----] followers, [----] engagements


"Hopefully the lawsuits "compound" as quickly as their GLP1 sales in recent years. Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the"  
[X Link](https://x.com/DurableCreators/status/2020503210042233093)  2026-02-08T14:21Z [----] followers, [----] engagements


"Enterprise Partners $EPD an energy pipeline company has some rather interesting financials. Revenue is quite volatile but profits have grown rather steadily over the last [--] years. These [--] charts look like [--] entirely different companies. What conditions enable this dynamic"  
[X Link](https://x.com/DurableCreators/status/2020874075682512992)  2026-02-09T14:55Z [----] followers, [----] engagements


"Double miss from $TYL on their Q4 earnings today. Stock down another 8% AH. Hope they didn't start those buybacks yet. $TYL announced a $1B share buyback plan yesterday. The company has spent $336M on buybacks over the last decade with none of that coming in the last [--] years. The stock is currently trading at its cheapest valuation since [----]. https://t.co/DaOILZrRx4 $TYL announced a $1B share buyback plan yesterday. The company has spent $336M on buybacks over the last decade with none of that coming in the last [--] years. The stock is currently trading at its cheapest valuation since 2011."  
[X Link](https://x.com/DurableCreators/status/2021741322424451485)  2026-02-12T00:21Z [----] followers, [----] engagements


"Been wanting to look more into UL Solutions $ULS and today's drop was a good motivator to start. Considering I've casually noticed the name outside of investing and have heard them self-describe as an industry leader I was surprised by how small their market share is"  
[X Link](https://x.com/DurableCreators/status/1952893936944529532)  2025-08-06T00:46Z [----] followers, [----] engagements


"Roper Technologies $ROP is trading at its lowest multiples since [----] and 20% below its 10Y averages (P/E FCF). Are fears over AI justified or irrationally overblown I lean towards the latter as their software is mission-critical and firmly entrenched in customer workflows"  
[X Link](https://x.com/DurableCreators/status/1982979909745000952)  2025-10-28T01:17Z [----] followers, [----] engagements


"Its one thing to build custom internal tools for a specific niche tasks. Every company with an IT department has been doing that for years. AI will make that easier no doubt. But its an entirely different story to use AI to replace large embedded multilayered SaaS systems"  
[X Link](https://x.com/DurableCreators/status/2017635857595875432)  2026-01-31T16:27Z [----] followers, [----] engagements


"I'll be curious to see how Anthropic disrupts aggregates $MLM $VMC"  
[X Link](https://x.com/DurableCreators/status/2018853730754650427)  2026-02-04T01:06Z [----] followers, [----] engagements


"Appreciate all the answers on here. For the record I don't believe SaaS is a zero just thinking about how they'll be valued moving forward. SBC and GAAP profitability will probably weigh more heavily on the stocks as we move towards a new paradigm of innovation and uncertainty. Even if SaaS companies aren't disrupted what is it going to take to change the narrative Seems like any time a new model new tool new plugin new whatever is announced by a company like Anthropic the industry is going to sell off. What reverses that trend if anything Even if SaaS companies aren't disrupted what is it"  
[X Link](https://x.com/DurableCreators/status/2019160516917174381)  2026-02-04T21:25Z [----] followers, [----] engagements


"$TYL announced a $1B share buyback plan yesterday. The company has spent $336M on buybacks over the last decade with none of that coming in the last [--] years. The stock is currently trading at its cheapest valuation since 2011"  
[X Link](https://x.com/DurableCreators/status/2019392529263915344)  2026-02-05T12:47Z [----] followers, [----] engagements


"Thinking $UNH is at least trading at a fair price currently. Right in line with it's long-term average P/E + forecasted low double-digit EPS growth moving forward. Add in the dividend and it's hard to see how it doesn't return at least 10%/year over the next 3-5 years"  
[X Link](https://x.com/anyuser/status/1775681038393761869)  2024-04-04T00:25Z [----] followers, [----] engagements


"Latest is out on S*bstack (link in profile). A quick overview of Badger Meter one of my favorite companies (outside of the valuation). I think the company is a good play on water-related trends without needing to invest in capital-intensive utility companies"  
[X Link](https://x.com/anyuser/status/1859602437360812225)  2024-11-21T14:19Z [----] followers, [----] engagements


"Thoughts on business service type companies Whether it be engineering testing/inspection pest control or similar fields. Some have done quite well over the years but do they have meaningful competitive advantages and growth runways $FIX $EME $APG $ROL $RTO $ULS $CTAS"  
[X Link](https://x.com/anyuser/status/1944911723716124739)  2025-07-15T00:07Z [----] followers, [----] engagements


"Been working on creating a table of (mostly US-based) monopolies duopolies and oligopolies. Not everything is a perfect fit but wanted to create something to start tracking these sorts of companies. Any suggestions on stuff to add/remove/change etc Nothing is set in stone"  
[X Link](https://x.com/anyuser/status/1946940236463796723)  2025-07-20T14:28Z [----] followers, 91K engagements


"Martin Marietta $MLM with a pretty good quarter their aggregates operations grew both shipments and price by 8%. I think price is to be expected but 8% on volumes is solid. Preliminary [----] guidance is calling for LSD volume growth and MSD price growth"  
[X Link](https://x.com/DurableCreators/status/1985848309869666758)  2025-11-04T23:15Z [----] followers, [----] engagements


"Maybe I'm missing something here but I feel like the eventual proliferation of AI will make certain businesses centered around integral data and services *more* important. Specifically thinking about names like $SPGI $MCO $VRSK that have sold off recently"  
[X Link](https://x.com/DurableCreators/status/2020510982166954071)  2026-02-08T14:52Z [----] followers, [----] engagements


"Congrats to SPS Commerce on an impressive [---] consecutive quarters of top line growth. We'll see what the future holds but so far they've demonstrated AZO/ORLY/ROL type durability. The company also announced an additional $200m for their buyback program ($2.4B market cap) $SPSC"  
[X Link](https://x.com/DurableCreators/status/2022104060460249412)  2026-02-13T00:22Z [----] followers, [---] engagements


"Going back the last [--] years Amgen hasn't had a single negative year for EPS growth. Based on analyst estimates for upcoming years it doesn't look like their streak will end anytime soon. They were able to do this through a combination of revenue growth and share buybacks $AMGN"  
[X Link](https://x.com/anyuser/status/1516902779813765120)  2022-04-20T22:13Z [----] followers, [--] engagements


"Lowe's raised its dividend 31.3% to $1.05/quarter up from $0.80/quarter. The company has now raised its dividend for [--] consecutive years. Their dividend has increased by 75% over the last [--] years: $2.40 - $3.20 - $4.20. $LOW"  
[X Link](https://x.com/anyuser/status/1530210369284755456)  2022-05-27T15:32Z [----] followers, [--] engagements


"Quick comparison between Home Depot & Lowe's. HD has been more profitable while LOW has had higher dividend growth and buybacks. HD also trades at a higher valuation. [--] year total returns are very similar: $HD: $10k ➡ $89.7k (23.7% CAGR) $LOW: $10k ➡ $93.5k (24.2% CAGR)"  
[X Link](https://x.com/anyuser/status/1531410756041904128)  2022-05-30T23:02Z [----] followers, [---] engagements


"Comparison between Visa and Mastercard. V trades at a lower valuation while MA has shown stronger revenue growth and higher returns on capital. Many metrics are very close between the two. [--] year total returns: $V: $10k ➡ $89.9k (23.5% CAGR) $MA: $10k ➡ $101.7k (24.9% CAGR)"  
[X Link](https://x.com/anyuser/status/1539018959827128325)  2022-06-20T22:54Z [----] followers, [---] engagements


"Did a quick calculation of my own portfolio's FCF yields using TTM FCF. Not ideal using TTM if we are facing an economic slowdown. TROW's FCF likely falls from lower management fees. LMT will decline a bit too. Pharmas usually have high yields due to upcoming patent cliffs. Here are the current valuations of the positions in my portfolio. Where are you currently seeing value * valuations are calculated using current FCFs hence ASML's higher than expected yield https://t.co/xazko7raYB Here are the current valuations of the positions in my portfolio. Where are you currently seeing value *"  
[X Link](https://x.com/anyuser/status/1553870169214181377)  2022-07-31T22:28Z [----] followers, [--] engagements


"Quick comparison of Texas Instruments and Analog Devices. ADI has had better revenue growth (M&A fueled) but TXN has an enormous lead in profitability. Both have great dividend growth. [--] year total returns: $TXN: $10k ➡ $81.5k (21.9% CAGR) $ADI: $10k ➡ $61.8k (18.8% CAGR)"  
[X Link](https://x.com/anyuser/status/1558962925582385152)  2022-08-14T23:45Z [----] followers, [--] engagements


"Church & Dwight has been a compounding machine in the consumer staples sector. A large driver of growth is M&A with [--] acquisitions since [----]. Dividend growth has slowed in recent years. Biggest risk is management's ability to keep making accretive deals without overpaying. $CHD"  
[X Link](https://x.com/anyuser/status/1561505450218196992)  2022-08-22T00:08Z [----] followers, [--] engagements


"Dividend growth stocks with: Market Cap: $10B Div Yield: 2% 5Y Div CAGR: 7% ROIC: 10% Net Margin: 10% A good mix of stocks that could be worth including in a dividend-focused portfolio. $ABBV $AMGN $AVGO $FAST $HD $HON $MCD $MRK $SBUX $TXN $UNP"  
[X Link](https://x.com/anyuser/status/1564018487957147649)  2022-08-28T22:34Z [----] followers, [--] engagements


"It's possible to build a defensive dividend growth portfolio that beats the market is less volatile and consists of high quality companies. The following portfolio (equal weighted) from 2016-present would have a returned 16.68% CAGR compared to VOO with a CAGR of 12.46%. 1/3"  
[X Link](https://x.com/anyuser/status/1569058320979222530)  2022-09-11T20:20Z [----] followers, [---] engagements


"Texas Instruments raised its dividend 7.8% to $1.24/quarter up from $1.15/quarter. The company has now raised its dividend for [--] consecutive years and has a [--] year dividend CAGR of 17.21%. TXN also authorized an additional $15B of share buybacks. $TXN"  
[X Link](https://x.com/anyuser/status/1570516217513017345)  2022-09-15T20:53Z [----] followers, [--] engagements


"I ranked the Dividend Aristocrats by - 5Y Avg ROIC - 5Y FCF/shr Growth - 5Y Revenue Growth - 5Y Dividend Growth - FCF/Total Debt Each category was equally weighted and the ranks were combined to create a composite score. Here are the top [--] companies. Performance numbers below"  
[X Link](https://x.com/anyuser/status/1587591577752539139)  2022-11-01T23:45Z [----] followers, [--] engagements


"I've been working on building out a list of quality companies many of which are great dividend growth stocks. While some are arguably better businesses than others I think they're all at least good companies if not great. Are there any others you'd add Or any you'd remove"  
[X Link](https://x.com/anyuser/status/1588313505974734848)  2022-11-03T23:33Z [----] followers, [---] engagements


"A quick screen for dividend growth stocks. Each stock has: - 10Y dividend growth per share 10% - 10Y Revenue growth 5% - 10Y EPS growth 10% - 5Y average ROIC 10% I don't run screens very often but when I do I've noticed that many of these same companies keep coming up"  
[X Link](https://x.com/anyuser/status/1594810861306224670)  2022-11-21T21:51Z [----] followers, [---] engagements


"One reason I like using the site so much is that it allows you to quickly visualize a company's long term financial performance without even thinking about the stock price. Is revenue growing Is it cyclical Are profit margins high or low http://roic.ai http://roic.ai"  
[X Link](https://x.com/anyuser/status/1595148812116692992)  2022-11-22T20:14Z [----] followers, [---] engagements


"Here are the [--] stocks I consider part of my "investable universe." My goal is not to buy them all rather this is a collection of the companies I already own would like to own or keep tabs on. Overall it's a mix of quality growth durability and dividend growth"  
[X Link](https://x.com/anyuser/status/1617618799120814089)  2023-01-23T20:22Z [----] followers, 42.3K engagements


"S&P Global raised its quarterly dividend 5.9% to $0.90/share up from $0.85/share. The company has now raised its dividend for [--] consecutive years and has a [--] year dividend CAGR of 12.47%. $SPGI"  
[X Link](https://x.com/anyuser/status/1618312774693814273)  2023-01-25T18:20Z [----] followers, [----] engagements


"Was playing around with the FastGraphs screener. Here's a list of dividend paying stocks with double digit earnings and dividend CAGRs for the last 5/10/15/20 years. Not surprisingly a lot of familiar dividend growth names. $HD $LOW $TXN $UNH $UNP"  
[X Link](https://x.com/anyuser/status/1618417692473720834)  2023-01-26T01:17Z [----] followers, 19.1K engagements


"Bed Bath & Beyond spent $9.5B on buybacks over the last [--] years. The current market cap is $395M and the stock is down 95%. Perhaps a good example of why buybacks don't necessarily create shareholder value over the long-term"  
[X Link](https://x.com/anyuser/status/1618724333840392192)  2023-01-26T21:35Z [----] followers, 13.2K engagements


"Thinking about bringing these one pagers back starting next week. Want to make a few small adjustments to the template but the plan would be to go through each of the stocks from my Investable Universe list. Church & Dwight has been a compounding machine in the consumer staples sector. A large driver of growth is M&A with [--] acquisitions since [----]. Dividend growth has slowed in recent years. Biggest risk is management's ability to keep making accretive deals without overpaying. $CHD https://t.co/Oi6LkiQDk5 Church & Dwight has been a compounding machine in the consumer staples sector. A large"  
[X Link](https://x.com/anyuser/status/1618993925909528577)  2023-01-27T15:26Z [----] followers, [----] engagements


"Obviously there is a lot more to analysis than just looking at the numbers but whenever I play around with ranking companies quantitatively some names repeatedly show up near the top of the list. Dividend Growth: $SPGI $MSCI $HD $MCO $ZTS Non-Dividend: $VEEV $IDXX $EW"  
[X Link](https://x.com/anyuser/status/1619848889980571648)  2023-01-30T00:04Z [----] followers, [----] engagements


"AutoZone had [-----] million shares outstanding [--] decades ago. Today it has [----] million. A 20-year buyback CAGR of 8%. They've also had [--] straight years of revenue growth. Their worst year was 1.3% (2005) and their best was 15.8% (2021). Consistently strong performance. $AZO"  
[X Link](https://x.com/anyuser/status/1620209639618146304)  2023-01-30T23:57Z [----] followers, 58K engagements


"I think the biggest challenge of [----] will be where to invest new money if the market continues to trend up. For the stocks I watch and own almost all of them are trading above what I would consider fair value. But I also don't want to just sit on cash and try timing the market"  
[X Link](https://x.com/anyuser/status/1620554893634457600)  2023-01-31T22:49Z [----] followers, 15.1K engagements


"For being a discount retailer Dollar General has surprisingly good margins. Revenue growth has been strong with positive Y/Y growth every year since [----]. The 5Y dividend/share CAGR is 16.2% but total dividends paid have only grown by 6.9% thanks to aggressive buybacks. $DG"  
[X Link](https://x.com/anyuser/status/1621296168696160256)  2023-02-02T23:55Z [----] followers, [----] engagements


"I often think of Lowe's stock as a cross between Home Depot and AutoZone. Like Home Depot they provide high dividend growth. Like AutoZone they buy back a large number of shares each year. And to top it all off they're a dividend king with [--] years of increases. $LOW"  
[X Link](https://x.com/anyuser/status/1623831801490821120)  2023-02-09T23:50Z [----] followers, 12.4K engagements


"LVMH is a juggernaut in the luxury goods space. With the exception of [----] they grew every year from 2009-2022. Luxury goods aren't as cyclical as other forms of discretionary spending. From my view the [--] main downsides are the valuation and lack of share buybacks. $LVMH $LVMUY"  
[X Link](https://x.com/anyuser/status/1625300280479825920)  2023-02-14T01:05Z [----] followers, 11.3K engagements


"Similar to Autozone O'Reilly Auto Parts has been a compounding machine the last couple decades. Steady growth no dividends and massive buybacks. Both companies have done well up until now but the big question going forward is how they perform with the rise of EVs. $ORLY"  
[X Link](https://x.com/anyuser/status/1626380979316178945)  2023-02-17T00:40Z [----] followers, [----] engagements


"I've been casually going through ex-US companies over the past couple months. Nothing too in-depth but from a 10000ft view the following companies looked interesting. Many have high quality financials/metrics in addition to solid dividend growth potential"  
[X Link](https://x.com/anyuser/status/1627383012748062720)  2023-02-19T19:02Z [----] followers, [----] engagements


"Thermo Fisher raised its quarterly dividend 16.7% to $0.35/share up from $0.30/share. The company has now raised its dividend for [--] consecutive years and has a [--] year dividend CAGR of 15.54%. $TMO"  
[X Link](https://x.com/anyuser/status/1628539871357767684)  2023-02-22T23:38Z [----] followers, [----] engagements


"$JNJ checks a lot of the boxes for what you want in a dividend growth stock. Steady revenue and EPS growth FCF too although [----] was a down year. It has a moderate payout ratio phenomenal balance sheet with low debt buys back shares and is priced at a reasonable valuation"  
[X Link](https://x.com/anyuser/status/1630018635514216448)  2023-02-27T01:35Z [----] followers, 39K engagements


"Pool Corp was a large beneficiary of the pandemic and stay-at-home trends the past few years. Revenue almost doubled from [----] to [----] going from $3.2B to $6.2B. The company is financially strong but there's uncertainty over how they'll perform the next couple years. $POOL"  
[X Link](https://x.com/anyuser/status/1630369630945439744)  2023-02-28T00:49Z [----] followers, [----] engagements


"Tractor Supply Co has carved out a sizable niche for itself in the rural lifestyle retail space. The company's overall performance has been solid and in recent years it's provided some huge dividend increases. Revenue growth has been positive in each of the last [--] years. $TSCO"  
[X Link](https://x.com/anyuser/status/1631472383511986176)  2023-03-03T01:51Z [----] followers, 17.6K engagements


"TransDigm's leverage is insane. It's crazy to me that so many people rate their management team so highly despite this. Seems irresponsible to load the balance sheet like that. How will they handle higher rates Net Debt/FCF = 20.4x Net Debt/EBITDA = 6.9x Net Debt/Revenue = 3.1x"  
[X Link](https://x.com/anyuser/status/1634580694222372868)  2023-03-11T15:43Z [----] followers, 32.8K engagements


"Something investors should consider when analyzing a company is the structure of Executive Compensation. Here are a few examples using industrial acquirers. I don't love TSR as a performance metric the mix Nordson uses seems best aligned with long-term value generation"  
[X Link](https://x.com/anyuser/status/1634944200365195264)  2023-03-12T15:47Z [----] followers, [----] engagements


"We often think of Dividend Aristocrats as being strong companies capable of delivering consistent dividend growth. But when looking at the numbers there are quite a few whose financials aren't nearly as impressive as the dividend growth streaks they have established. 1/"  
[X Link](https://x.com/anyuser/status/1638986525009498113)  2023-03-23T19:30Z [----] followers, 40.3K engagements


"Whenever I come across new or interesting small/mid caps I throw them in a spreadsheet to potentially research later (emphasis on potentially). It's turned into a pretty long list over the past couple years so I thought it might be worth sharing"  
[X Link](https://x.com/anyuser/status/1644709342413815812)  2023-04-08T14:30Z [----] followers, 20.6K engagements


"This had me thinking. why doesn't someone build an ETF similar to $SCHD except instead of a dividend focus change to FCF/share focus. And swap ROE for ROIC. Just follow the same construction strategy but with different metrics. Simple enough and could be pretty successful. Given all the specialty metric ETFs based on value FCF etc I'm surprised there isn't one that just goes long the highest SPX constituents by ROIC Given all the specialty metric ETFs based on value FCF etc I'm surprised there isn't one that just goes long the highest SPX constituents by ROIC"  
[X Link](https://x.com/anyuser/status/1648308001919447042)  2023-04-18T12:50Z [----] followers, 23.4K engagements


"Using some of the new Fast Graphs screening criteria here are some 10-10-10 companies. 10% earnings FCF dividend growth over the last [--] years with a high earnings growth score. Growth score is derived from how many years of positive earnings growth vs total number of years"  
[X Link](https://x.com/anyuser/status/1652661767732903941)  2023-04-30T13:10Z [----] followers, 19.5K engagements


"Here's the latest version of my US quality universe list now grouped by sector. The main goal of this list is to have an easily accessible group of companies to compare to when analyzing a new company for the first time. The intention is not to own or closely track all of them"  
[X Link](https://x.com/anyuser/status/1659274689280106496)  2023-05-18T19:08Z [----] followers, 36.7K engagements


"Ulta has only traded under a [--] P/E twice since IPO. In [----] in briefly dropped below 10x and during the pandemic it dropped to 13x. From last week's report quarterly revenue was up 11.1% Y/Y and they raised FY23 sales guidance (but trimmed operating margin guidance). $ULTA"  
[X Link](https://x.com/anyuser/status/1664074346640310275)  2023-06-01T01:00Z [----] followers, 13.2K engagements


"Badger Meter is one of my favorite small cap stocks that I may never get to own due to its lofty valuation. Lots to like with this company: no debt double digit ROIC and steadily improving margins. [--] years of dividend increases doesn't hurt either (yes the yield is low). $BMI"  
[X Link](https://x.com/anyuser/status/1669486115877707776)  2023-06-15T23:24Z [----] followers, 17.4K engagements


"With Mexico and Canada passing China as the US' largest trading partners nearshoring trends and South/Central American economies developing it feels like Canadian Pacific Railway ends up being a good play over the next decade+. $CP"  
[X Link](https://x.com/anyuser/status/1672216464831533056)  2023-06-23T12:14Z [----] followers, 10.9K engagements


"Nordson has to be one of the highest quality industrial businesses out there: -ROIC steadily in the mid double digits -Low double digit earnings/FCF growth -Mid 50s gross margins -Healthy balance sheet -Almost [--] years of dividend increases -Low dividend payout ratio $NDSN"  
[X Link](https://x.com/anyuser/status/1674194398605725696)  2023-06-28T23:13Z [----] followers, [----] engagements


"Simpson Manufacturing designs and sells wood construction connectors and trusses fastening systems and concrete construction products. While mainly known for their building materials they also have almost [---] patents [----] trademarks and [--] state-of-the-art testing labs. $SSD"  
[X Link](https://x.com/anyuser/status/1677119255567794178)  2023-07-07T00:56Z [----] followers, 15.7K engagements


"Just some small/mid cap ideas: Companies $1B - $20B market cap with 7% sales growth the last [--] years and 10%+ ROI (per FinViz). Some interesting dividend growth names out of the bunch: $CSL $JKHY $LECO $TTC $WSO"  
[X Link](https://x.com/anyuser/status/1681014801902841857)  2023-07-17T18:55Z [----] followers, 18.6K engagements


"Hershey getting close to it's long-term average P/E of 23x. It's definitely one of the more attractive options in the consumer staples space imo. Under 18x earnings seems to be the fire-sale price ($172) as it hasn't been that cheap since the '08/09 recession. $HSY"  
[X Link](https://x.com/anyuser/status/1690888062979481600)  2023-08-14T00:48Z [----] followers, 40.9K engagements


"I've mentioned this idea before but I still think equal weight tech/healthcare/consumer staples would be a pretty nice portfolio. Conveniently the top [--] already looks similar to many FinTwit portfolios. It's too bad Visa and Mastercard were reclassified out of tech though"  
[X Link](https://x.com/anyuser/status/1693634407809032438)  2023-08-21T14:41Z [----] followers, [----] engagements


"Some ideas in the housing industry. I don't closely follow all of these companies but from a quantitative perspective they all look at least decent. I do own a few of these names like $HD and $WSO"  
[X Link](https://x.com/anyuser/status/1695407127639044335)  2023-08-26T12:05Z [----] followers, 11.1K engagements


"A basic example but a decent way to visualize what happens if you pay too much for a stock. Suppose you buy shares at a P/E of 60x and the multiple contracts to 30x. From there even with consistent double-digit earnings growth your long-term returns would be lackluster. 1/"  
[X Link](https://x.com/anyuser/status/1698820509004148857)  2023-09-04T22:09Z [----] followers, 47.1K engagements


"Here's a few ideas for companies under $20 billion market cap with 10% sales growth CAGR the last [--] years and 10% ROI (data via FinViz). At a glance I'd say $ENPH starts to look interesting if it falls another 10% from here"  
[X Link](https://x.com/anyuser/status/1705272136602882182)  2023-09-22T17:25Z [----] followers, [----] engagements


"There's been a lot of talk about consumer staples selling off in recently. But looking at the long term charts they don't strike me as a good deal yet even with this ongoing drawdown. Example from FastGraphs of $PEP but the same applies to others like $HSY and $KO"  
[X Link](https://x.com/anyuser/status/1710362287821734398)  2023-10-06T18:32Z [----] followers, 19.9K engagements


"$DHR + $TMO trading back at Aug [----] levels $TXN trading at Sep [----] levels $LMT flat since Feb [----] Patience is key when investing. If you FOMO'd into these names at their highs you'd be down a lot right now. Probably at least a good example why DCA isn't a bad idea at times"  
[X Link](https://x.com/anyuser/status/1717289855753822405)  2023-10-25T21:19Z [----] followers, [----] engagements


"P/E at start of [----] vs end 2021: $AAPL 13.2x ➡ 31.0x $COST 23.1x ➡ 48.2x $HD 17.7x ➡ 27.3x $JNJ 13.0x ➡ 17.5x $KO 17.9x ➡ 25.5x $LMT 10.2x ➡ 15.8x $MSFT 10.3x ➡ 39.1x $PEP 14.9x ➡ 27.7x $UNP 15.9x ➡ 25.3x $V 18.9x ➡ 34.3x $WM 15.4x ➡ 34.5x $WMT 13.2x ➡ 22.7x The S&P [---] had an annualised total return of 16.6% from [----] - [----]. Of that 16.6% [---] percentage points came from EPS growth while [---] came from multiple expansion. Again demonstrating the importance of growth at a reasonable price with a slight emphasis of growth value. https://t.co/HJNRnBL9j5 The S&P [---] had an annualised total"  
[X Link](https://x.com/anyuser/status/1725534417400017126)  2023-11-17T15:20Z [----] followers, 114.8K engagements


"Novo Nordisk's historical financials. This company has to be one of the most consistent performers of all-time. [--] consecutive years of revenue and gross income growth and with the rise in demand for their weight loss drugs it's hard to see that streak ending anytime soon. $NVO"  
[X Link](https://x.com/anyuser/status/1731342695665156128)  2023-12-03T16:00Z [----] followers, 13.7K engagements


"Companies with consistent financial performance. The negative columns represent each year that particular metric declined year over year. For example in [--] years $ORLY had [--] years of declining sales gross profit and operating income and only [--] year where net income declined"  
[X Link](https://x.com/anyuser/status/1735450647602896920)  2023-12-15T00:04Z [----] followers, 18.1K engagements


"Thinking about adding Linde to my watch list. The durable nature of the industrial gases industry combined with Linde's global footprint broad end-market exposure and strong capital allocation record make it an intriguing investment. (Still need to do more research) $LIN"  
[X Link](https://x.com/anyuser/status/1737587876928339974)  2023-12-20T21:36Z [----] followers, [----] engagements


"Part I: Some names under $20B market cap with decent financials and/or attractive industry tailwinds. There are quite a few interesting businesses out there once you leave the mega cap space. My favorites out of the list are: $AZPN $BMI $BWXT $ENTG $IEX"  
[X Link](https://x.com/anyuser/status/1749583038109880564)  2024-01-23T00:01Z [----] followers, 17.4K engagements


"Part II: Some names under $20B market cap with decent financials and/or attractive industry tailwinds. There are quite a few interesting businesses out there once you leave the mega cap space. My favorites out of the list are: $NDSN $STVN $TDY $WSO"  
[X Link](https://x.com/anyuser/status/1749941078940090536)  2024-01-23T23:44Z [----] followers, [----] engagements


"Just for fun here's a list of companies under $20b market cap that have what I would consider above average to great financials. I'm not deeply familiar with them all so some may not be good investments but on the surface they all look worthy of a deeper dive. Do you own any"  
[X Link](https://x.com/anyuser/status/1785093341383622971)  2024-04-29T23:46Z [----] followers, 15.3K engagements


"It may seem counterintuitive but I prefer to dig through the lower yielding Dividend Champions vs the higher yielding ones. These companies have grown dividends for 25+ years but the market still values them highly implying they might be strong well-run businesses"  
[X Link](https://x.com/anyuser/status/1792221429536006207)  2024-05-19T15:51Z [----] followers, [----] engagements


"Hard to find a business more boring than rock quarries. Martin Marietta's financial performance however has been anything but boring. Over the last decade they've tripled revenue improved profitability and reduced exposure to lower margin non-aggregates operations. $MLM"  
[X Link](https://x.com/anyuser/status/1808554799639519626)  2024-07-03T17:34Z [----] followers, 17.9K engagements


"Bit of a longer post but wanted to go over a few points that I think make Ingersoll Rand an intriguing opportunity. $IR TL;DR - increasing recurring/consumable revenue growing IoT software platform expansion into complementary single-use life science end-markets"  
[X Link](https://x.com/anyuser/status/1810390879255093449)  2024-07-08T19:09Z [----] followers, [----] engagements


"Not sure what happened to $EW today but it hasn't traded at a P/E this low (23x) since mid-2014. The company has been an incredibly consistent compounder the last [--] decades. [--] straight years of revenue and gross profit growth only [--] years where operating income fell Y/Y"  
[X Link](https://x.com/anyuser/status/1816651217709273174)  2024-07-26T01:46Z [----] followers, [----] engagements


"Some companies currently trading 40x earnings. Do you think any are worth considering at their current valuations But also why choose any of them over names like $GOOG $META or $V that are trading around 25x/26x earnings and are capable of double digit EPS growth"  
[X Link](https://x.com/anyuser/status/1817564274077602113)  2024-07-28T14:14Z [----] followers, 32.8K engagements


"Was taking another look at the key players in the semiconductor equipment space. In recent years $ASML has been the fastest growing while $KLAC has been the most profitable. $AMAT currently trades at the cheapest valuation and $LRCX has highest exposure to memory"  
[X Link](https://x.com/anyuser/status/1825176575312367822)  2024-08-18T14:23Z [----] followers, 59.6K engagements


"Is there a better moat than non-replicable networks of physical assets I'm thinking stuff like rails - $CP $UNP waste collection - $RSG $WM and salvage yards - $CPRT. To enter you'd have to overcome regulations limited land availability and massive upfront capital costs"  
[X Link](https://x.com/anyuser/status/1826050735630594565)  2024-08-21T00:16Z [----] followers, 29.7K engagements


"$MTD is an interesting one. Growth has been mediocre but incredibly consistent. [----] was their only double-digit revenue drawdown (-12%) over the last [--] years. Gross margins have increased in [--] of the last [--] too. No dividend but shares -25% over last [--]. Valuation is steep"  
[X Link](https://x.com/anyuser/status/1827723105575522497)  2024-08-25T15:02Z [----] followers, [----] engagements


"Apparently there is an ETF focused solely on monopolies/oligopolies. Ticker $TOLL Fund holdings below. Lots of good names worth researching on their own. I like the concept behind the fund seems like something that could fit well with a hands-off ETF/MF only portfolio"  
[X Link](https://x.com/anyuser/status/1832058924834701701)  2024-09-06T14:11Z [----] followers, 220.1K engagements


"Semi equipment stocks $ASML $AMAT $LRCX are all more than 30% off their 52-week highs. If you're in these names for the long run a 30% drawdown seems like a decent time to add"  
[X Link](https://x.com/anyuser/status/1832765552235880586)  2024-09-08T12:58Z [----] followers, 10.3K engagements


"Cintas $CTAS is down 20% from all-time highs yet still trades at 44x earnings. The stock still has a long way to go before it trades at a valuation worth buying shares at but I'll keep watching and hoping"  
[X Link](https://x.com/anyuser/status/1874893340250144870)  2025-01-02T18:59Z [----] followers, [----] engagements


"Novo Nordisk $NVO now below its 10yr average P/E. Projected EPS growth is strong despite analysts lowering their estimates in recent months. GLP-1 demand will remain high and even if $LLY has the "better" products they won't be able to make enough to be the only supplier. Buy"  
[X Link](https://x.com/anyuser/status/1880619682669208045)  2025-01-18T14:14Z [----] followers, 48.3K engagements


"I'm surprised there isn't a healthcare ETF like this but I kinda wish one existed. Basically just healthcare excluding pharma and biotech. Lots of quality in the top [--] names. Pharma is cool when blockbuster drugs are hitting but look at $LLY (for example) from 2003-2016"  
[X Link](https://x.com/DurableCreators/status/1881874302603280481)  2025-01-22T01:19Z [----] followers, [----] engagements


"What are some companies growing reasonably quickly with extremely low capex spending Few ideas: $ANET - $3.7B OCF $32M capex $FICO - $633M $26M $SPGI - $5.7B $124M $V - $20B $1.3B $WSO - $773M $30M Any good underfollowed names in this theme"  
[X Link](https://x.com/anyuser/status/1912293095464411501)  2025-04-15T23:52Z [----] followers, [----] engagements


"Arista continues to take overall market share from Cisco and remains the leader in data center Ethernet networking. $ANET $CSCO"  
[X Link](https://x.com/anyuser/status/1914341365778985100)  2025-04-21T15:32Z [----] followers, [----] engagements


"Interesting. S&P Global is planning to spin off its mobility segment into a separate company. Mobility provides automotive data and owns businesses such as Carfax. It generated 8% top line growth in [----]. Separation is projected to complete in [--] to [--] months. $SPGI"  
[X Link](https://x.com/anyuser/status/1917183896388579439)  2025-04-29T11:47Z [----] followers, [----] engagements


"Portfolio idea: Low capital intensity low debt low R&D demands decent growth. Not my portfolio but I like the idea (minus the valuation of some of these names). $BKNG $BMI $BRO $IDXX $IT $MSI $ROL $SPGI $TW $TYL $V $WSO"  
[X Link](https://x.com/anyuser/status/1919394652181909821)  2025-05-05T14:12Z [----] followers, 19.3K engagements


"$UNH -42% in the last month"  
[X Link](https://x.com/anyuser/status/1922262435139858773)  2025-05-13T12:07Z [----] followers, [----] engagements


"Ended up selling $AXON this morning. Not really a secret why everyone knows the story at this point. Great company expensive stock. I know they aren't optimizing for earnings yet but it's hard to make sense of the current valuation. Hoping to buy back in the future"  
[X Link](https://x.com/anyuser/status/1925296663100334256)  2025-05-21T21:04Z [----] followers, [----] engagements


"Crazy how expensive just about every aerospace name is currently: $HEI - 60x $HWM - 47x $GE - 42x $TDG - 38x $SAFRY - 36x and then of course you have $LOAR trading at 110x"  
[X Link](https://x.com/anyuser/status/1927746686492815766)  2025-05-28T15:20Z [----] followers, 29.1K engagements


"A rough mental model I try to keep in mind is the drag multiple compression has on long-term returns. A 50% drop in P/E requires 18% EPS CAGR to get double-digit returns in [--] years. I think this risk is greatest in names like Cintas (CTAS) where you'll never see 18% EPS growth"  
[X Link](https://x.com/anyuser/status/1932546702126297143)  2025-06-10T21:13Z [----] followers, [----] engagements


"The holdings of the recently launched Rainwater ETF $RW. Looks like a very high-quality fund one you could just buy and forget about for the next [--] years. Short (and even medium) term performance will be interesting though given the high valuations on a lot of these names"  
[X Link](https://x.com/anyuser/status/1936785304448303182)  2025-06-22T13:56Z [----] followers, 31K engagements


"Copart finally back under 30x earnings. 26x ($40/share) is the historical long term average so still somewhat expensive depending on how you look at it. $CPRT"  
[X Link](https://x.com/anyuser/status/1945281162361868639)  2025-07-16T00:35Z [----] followers, [----] engagements


"Compounding works best when it's uninterrupted. Here are the most durable companies when it comes to consecutively growing sales and profits Y/Y ranked by consistency (not growth or total return). The performance of the top [--] is extremely impressive. $ORLY $AZO $NVO $ROL"  
[X Link](https://x.com/anyuser/status/1949482733010571671)  2025-07-27T14:51Z [----] followers, 77.6K engagements


"$NVO losing ground but trading at 15x while forecasting 8-14% top line 10-16% operating income growth is intriguing. $LLY trading at 36x earnings but taking the lead on GLP-1s is also intriguing. Unfortunately I've sworn off investing in pharma so both remain a pass for me"  
[X Link](https://x.com/anyuser/status/1950347119438495856)  2025-07-30T00:06Z [----] followers, [----] engagements


"Haven't shared this list in a while. Here's my latest ideas list of interesting names in the $1B-$25B market cap range with decent quality metrics. While I own a few and am watching a couple others many of these are just names to potentially research later"  
[X Link](https://x.com/anyuser/status/1954606381224308805)  2025-08-10T18:10Z [----] followers, 49.5K engagements


"Another chart I've been updating lately: My Buy/Avoid industries and sectors. Since the last time I shared it (whenever that was) the "Would Avoid" column is much larger. I try to keep it somewhat inline with the GICS classification system but there are a few modifications"  
[X Link](https://x.com/anyuser/status/1956030183879639293)  2025-08-14T16:28Z [----] followers, 17.3K engagements


"Crane $CR seems like a pretty high quality industrial business. Has shrunk operations down to [--] segments over the last [--] years leading to more recurring revenue and higher margins in better end markets. Strong focus on capital allocation. Crane Business System (Danaher vibes)"  
[X Link](https://x.com/anyuser/status/1956411816906514621)  2025-08-15T17:45Z [----] followers, 15.3K engagements


"The Fire & Safety portfolio $APG - fire protection services & inspections $MSA - gas & flame detection systems PPE $PRM - firefighting chemicals $AXON - body cams $CLBT - forensics/evidence management software $MSI - public safety & enterprise security solutions Anything else"  
[X Link](https://x.com/anyuser/status/1956716072469762540)  2025-08-16T13:54Z [----] followers, 31K engagements


"One part of that recent Chris Hohn interview that's drilled into my mind: "Can we walk through the line items because I don't understand it." He said "I don't either" very honest guy. There might be a bit of exaggeration in the quote but the idea still holds up imo"  
[X Link](https://x.com/anyuser/status/1958321724413345886)  2025-08-21T00:14Z [----] followers, 12.6K engagements


"Waste collection companies superstores and business services can be good industries to invest in but many popular names have experienced significant multiple expansion over the last decade. Maybe they sustain these multiples but it's unlikely they match last decade's returns"  
[X Link](https://x.com/anyuser/status/1963405667923882485)  2025-09-04T00:56Z [----] followers, 23.6K engagements


"On $SPGI being down 7% after $FDS earnings. keep in mind that the ratings segment is only 31% of sales. A large portion of the overall business is market data which is more closely related to FactSet. Also don't forget that they're spinning off the mobility segment soon too"  
[X Link](https://x.com/anyuser/status/1968757283677970635)  2025-09-18T19:21Z [----] followers, [----] engagements


"Not gonna lie $SPGI continuing to expand its Market Intelligence segment isn't the type of news I want to hear. With the upcoming Mobility spin-off the business structure was looking pretty good to me. This news kind of makes me want to start shifting my portfolio towards $MCO"  
[X Link](https://x.com/anyuser/status/1978450173685571729)  2025-10-15T13:17Z [----] followers, 11.2K engagements


"It's quite impressive that former Danaher spinco Veralto $VLTO is putting up 60% gross margins. Water treatment and product quality solutions. Not a flashy business but essential operating expenses for customers. We'll see if growth picks up but I sorta regret selling my shares"  
[X Link](https://x.com/anyuser/status/1984066247429161226)  2025-10-31T01:13Z [----] followers, [----] engagements

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