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

Durable Value Creators posts on X about $tw, $wso, $bmi, $vlto the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

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

- X Week XXXXXX -XX%
- X Month XXXXXXX +202%
- X Months XXXXXXX +247%
- X Year XXXXXXX +51%

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

- X Week XX +16%
- X Month XX -XX%
- X Months XXX +56%
- X Year XXX -XXXX%

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

- X Week XXXXX +0.21%
- X Month XXXXX +0.50%
- X Months XXXXX +23%
- X Year XXXXX +26%

### CreatorRank: XXXXXXXXX [#](/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 [#](/creator/twitter::1480350248434290694/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXX%

**Social topic influence**
[$tw](/topic/$tw) #4, [$wso](/topic/$wso) 1.79%, [$bmi](/topic/$bmi) #2, [$vlto](/topic/$vlto) 1.79%, [$aph](/topic/$aph) 1.79%, [over the](/topic/over-the) 1.79%, [money](/topic/money) 1.19%, [$axon](/topic/$axon) #37, [$csw](/topic/$csw) 1.19%, [$dhr](/topic/$dhr) XXXX%

**Top accounts mentioned or mentioned by**
[@saynototrading](/creator/undefined) [@invest091](/creator/undefined) [@sal13836](/creator/undefined) [@kairospraxis](/creator/undefined) [@timelesscpnd](/creator/undefined) [@no_cap_cap](/creator/undefined) [@goodforall6](/creator/undefined) [@dcurras1](/creator/undefined) [@alexkosmon](/creator/undefined) [@ar75ne](/creator/undefined) [@capstructking](/creator/undefined) [@jiggycapital](/creator/undefined) [@arturo10185](/creator/undefined) [@paulmedica](/creator/undefined) [@pulaskicapital](/creator/undefined) [@marcslans](/creator/undefined) [@taobanker](/creator/undefined) [@investsmart94](/creator/undefined) [@qualitydivgro](/creator/undefined) [@mh1411996](/creator/undefined)

**Top assets mentioned**
[Tradeweb Markets Inc. Class A Common Stock (TW)](/topic/$tw) [Watsco, Inc. (WSO)](/topic/$wso) [Bridge Mutual (BMI)](/topic/$bmi) [Veralto Corporation (VLTO)](/topic/$vlto) [Amphenol Corporation (APH)](/topic/$aph) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [CSW Industrials, Inc. (CSW)](/topic/$csw) [Danaher Corporation (DHR)](/topic/$dhr) [General Electric Company (GE)](/topic/$ge) [Heroes of NFT (HON)](/topic/$hon) [S&P Global Inc (SPGI)](/topic/$spgi) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Hubbell, Inc. (HUBB)](/topic/$hubb) [Cintas Corporation (CTAS)](/topic/$ctas) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [Electroneum (ETN)](/topic/$etn) [Kraft Heinz Co (KHC)](/topic/$khc) [Kellanova (K)](/topic/kellanova) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [GE Vernova Inc. (GEV)](/topic/$gev) [Solv Protocol (SOLV)](/topic/$solv) [Carnomaly (CARR)](/topic/$carr) [Otis Worldwide Corp (OTIS)](/topic/$otis) [GE HealthCare Technologies Inc. Common Stock (GEHC)](/topic/$gehc) [3M Co (MMM)](/topic/$mmm) [DuPont de Nemours Inc (DD)](/topic/$dd) [Heima (HEI)](/topic/$hei) [Martin Marietta Materials, Inc. (MLM)](/topic/$mlm) [Vulcan Materials Company (VMC)](/topic/$vmc) [Xylem Inc (XYL)](/topic/$xyl) [Roper Technologies Inc (ROP)](/topic/$rop) [Republic Services, Inc. (RSG)](/topic/$rsg) [Sherwin-Williams Co (SHW)](/topic/$shw) [Ecolab Inc. (ECL)](/topic/$ecl) [Church & Dwight Co., Inc. (CHD)](/topic/$chd) [Chemed Corporation (CHE)](/topic/$che) [Canadian National Railway (CNI)](/topic/$cni) [PepsiCo, Inc. (PEP)](/topic/$pep) [PoolTogether (POOL)](/topic/$pool) [Starbucks Corporation (SBUX)](/topic/$sbux) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Air Products & Chemicals, Inc. (APD)](/topic/$apd) [Cream (CRM)](/topic/$crm) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Jack Henry & Associates, Inc. (JKHY)](/topic/$jkhy) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [Moody's Corporation (MCO)](/topic/$mco) [Ralliant Corporation (RAL)](/topic/$ral) [McCormick & Company, Incorporated (MKC)](/topic/$mkc) [Nike Inc (NKE)](/topic/$nke) [Adobe, Inc. (ADBE)](/topic/$adbe) [DisChain (DIS)](/topic/$dis) [Elcoin (EL)](/topic/$el) [Zoetis Inc (ZTS)](/topic/$zts) [APi Group Corporation (APG)](/topic/$apg) [Mine Safety Incorporated (MSA)](/topic/$msa) [Perimeter Solutions, SA (PRM)](/topic/$prm) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [monkey shit inu (MSI)](/topic/$msi) [Rubic (RBC)](/topic/$rbc) [Performance Food Group Company (PFGC)](/topic/$pfgc) [US Foods Holding Corp. (USFD)](/topic/$usfd)
### Top Social Posts [#](/creator/twitter::1480350248434290694/posts)
---
Top posts by engagements in the last XX hours

"If we need big electric grid investments to support new data centers and AI demand where does all that money end up Example: $HUBB estimates only show MSD rev and HSD EPS next few years. Any estimates on % of spending for power plants vs T&D and some good names in those areas"  
[X Link](https://x.com/DurableCreators/status/1974525456134410307) [@DurableCreators](/creator/x/DurableCreators) 2025-10-04T17:22Z 6667 followers, 4353 engagements


"$AXON starts looking interesting if it can below $XXX (7.5% away right now). Overall a lot of quality names having a bad year. Might not see a collective "quality bubble" pop but it could take place in waves. $CTAS $TYL and $VRSK are a few others besides the original tweet"  
[X Link](https://x.com/DurableCreators/status/1977016560285106616) [@DurableCreators](/creator/x/DurableCreators) 2025-10-11T14:20Z 6667 followers, XXX engagements


"Market starting to look a bit more favorable. Watsco $WSO and $CSW starting to get interesting thanks to recent HVAC demand softness. Tradeweb $TW too even though electronic fixed income trading growth has slowed. The Badger Meter $BMI sell-off may also be an opportunity"  
[X Link](https://x.com/DurableCreators/status/1977016557747454221) [@DurableCreators](/creator/x/DurableCreators) 2025-10-11T14:20Z 6670 followers, 2714 engagements


"The credit ratings and indicies segments are the crown jewels of the business. Mobility was a smaller segment with lower margins so it was a good move to spin off. But moves that expand Market Intelligence dilute the overall quality of the business imo"  
[X Link](https://x.com/DurableCreators/status/1978450174943834521) [@DurableCreators](/creator/x/DurableCreators) 2025-10-15T13:17Z 6667 followers, 1276 engagements


"Is Eaton $ETN the obvious play or are there better names"  
[X Link](https://x.com/DurableCreators/status/1974525742890512627) [@DurableCreators](/creator/x/DurableCreators) 2025-10-04T17:23Z 6663 followers, XXX engagements


"Add $KHC to the growing list of splits and breakups this decade. Slow bloated conglomerates are out; lean focused operations are in. $RTX - $CARR $OTIS $DHR - $VLTO $GE - $GEHC $GEV $MMM - $SOLV $K - Kellanova $DD - Qnity $HON - Aerospace Automation Solstice $KHC"  
[X Link](https://x.com/DurableCreators/status/1963213774057246812) [@DurableCreators](/creator/x/DurableCreators) 2025-09-03T12:13Z 6667 followers, 2547 engagements


"$CSW at about 25x earnings seems decent here. Large % of revenue comes from HVAC parts (60%) and the valuation looks more attractive than $WSO at the moment if HVAC exposure is the goal. CSW also offers a mix of architectural plumbing and industrial building product segments"  
[X Link](https://x.com/DurableCreators/status/1965590837028663718) [@DurableCreators](/creator/x/DurableCreators) 2025-09-10T01:39Z 6663 followers, 1387 engagements


"@SayNoToTrading It's gotta be $HON for the optionality on their break-up"  
[X Link](https://x.com/DurableCreators/status/1976390267478606303) [@DurableCreators](/creator/x/DurableCreators) 2025-10-09T20:52Z 6663 followers, XXX engagements


"Everyone always focuses on potential downside risk. But what about upside "risk" Looking at Amphenol $APH for example X months ago analysts had EPS for this year at XXXX now that estimate is XXXX. Y/Y EPS growth goes from XX% to 60%. So stock was actually cheap X months ago"  
[X Link](https://x.com/DurableCreators/status/1960854207948308801) [@DurableCreators](/creator/x/DurableCreators) 2025-08-27T23:57Z 6663 followers, 3154 engagements


"@KairosPraxis I'd feel pretty good holding AAA for the next XX years. Aerospace $GE $HEI $SAF Aggregates $MLM $VMC Amphenol $APH"  
[X Link](https://x.com/DurableCreators/status/1972725711514505423) [@DurableCreators](/creator/x/DurableCreators) 2025-09-29T18:10Z 6662 followers, XXX engagements


"@invest091 With $XYL segments outside of measurement solutions (20% of sales) have pretty low growth which drags down the overall quality of the business imo. A pipe dream of mine is $ROP selling Neptune to a company like $VLTO. Water is too small a % of ROP business to interest me"  
[X Link](https://x.com/DurableCreators/status/1964444948570505473) [@DurableCreators](/creator/x/DurableCreators) 2025-09-06T21:45Z 6667 followers, XXX 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/DurableCreators/status/1946940236463796723) [@DurableCreators](/creator/x/DurableCreators) 2025-07-20T14:28Z 6667 followers, 90.3K 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/DurableCreators/status/1963405667923882485) [@DurableCreators](/creator/x/DurableCreators) 2025-09-04T00:56Z 6662 followers, 23.4K engagements


"Valuations make it tough right now but I still like the idea of a barbell approach to a portfolio where 40-50% is in higher growth areas like AI/semis/data center trends and the rest is in more defensive stuff with above average quality/metrics like $RSG/$SHW/$VLTO/$ECL"  
[X Link](https://x.com/DurableCreators/status/1964093062373663228) [@DurableCreators](/creator/x/DurableCreators) 2025-09-05T22:27Z 6663 followers, 2218 engagements


"Some stocks that have more or less been dead money for X years: $APD $CHD $CHE $CNI $CRM $DHR $DPZ $JKHY $PEP $POOL $SBUX $TMO $WST"  
[X Link](https://x.com/DurableCreators/status/1973011533983834423) [@DurableCreators](/creator/x/DurableCreators) 2025-09-30T13:06Z 6667 followers, XXX engagements


"Tradeweb $TW stock down another 6-7% today on reports of slowing volume growth. The past few months have been rough for the stock. Previous quarters were showcasing 20%-30% volume growth so XX% is a significant deviation from the past"  
[X Link](https://x.com/DurableCreators/status/1975221132497395988) [@DurableCreators](/creator/x/DurableCreators) 2025-10-06T15:26Z 6670 followers, 1460 engagements


"Some high-level numbers: In the last XX months $TW has generated $1.9B of revenue $1B of operating cash flow (after SBC) and spent only $37M on capex. The company also carries $1.6B of cash with only $1.3B of total liabilities"  
[X Link](https://x.com/DurableCreators/status/1975221626724847763) [@DurableCreators](/creator/x/DurableCreators) 2025-10-06T15:28Z 6670 followers, XXX 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/DurableCreators/status/1978450173685571729) [@DurableCreators](/creator/x/DurableCreators) 2025-10-15T13:17Z 6670 followers, 10.5K engagements


"@CapstackCapital I couldn't believe it either. I wasn't too high on $RAL in the first place but as soon as I saw that I immediately checked out. A completely disqualifying decision"  
[X Link](https://x.com/DurableCreators/status/1975540279035023625) [@DurableCreators](/creator/x/DurableCreators) 2025-10-07T12:34Z 6667 followers, XXX engagements


"@RAMCOCAPITAL Besides Moody's credit ratings being a much larger % of the business vs S&P it's felt like their acquisitions have also been more focused Their most recent deals have been associated with ratings ratings property risk liability risk ratings"  
[X Link](https://x.com/DurableCreators/status/1978520874442461201) [@DurableCreators](/creator/x/DurableCreators) 2025-10-15T17:58Z 6668 followers, XXX engagements


"This Tradeweb $TW company is pretty good. Revenue: +26.7% Int'l Revenue: +40.8% Net Income: +28.7% Daily Volume: +32.7% EPS: +29.1% Dividend: +20%"  
[X Link](https://x.com/DurableCreators/status/1950531797185368349) [@DurableCreators](/creator/x/DurableCreators) 2025-07-30T12:19Z 6669 followers, 2747 engagements


"Some stocks that have been losers over the past X years: $ADBE $DIS $EL $FDS $MKC $NKE $ZTS"  
[X Link](https://x.com/DurableCreators/status/1973013632087892414) [@DurableCreators](/creator/x/DurableCreators) 2025-09-30T13:14Z 6670 followers, XXX engagements


"@SayNoToTrading Definitely a solid company but doesn't feel like they have a lot of opportunities for growth. I tend to favor Ametek and Ingersoll Rand in that industrial serial acquirer space but even then you have to wonder how much room there is to continue making attractive acquisitions"  
[X Link](https://x.com/DurableCreators/status/1950710701435326505) [@DurableCreators](/creator/x/DurableCreators) 2025-07-31T00:10Z 6662 followers, XXX engagements


"@TimelessCpnd Good point I think that's why he's not a fan of serial acquirers no matter how well the business is run (ex. Constellation). I think Heico and TransDigm are a few that have done acquisitions the right way over time but companies like that are few and far between"  
[X Link](https://x.com/DurableCreators/status/1978551765189419342) [@DurableCreators](/creator/x/DurableCreators) 2025-10-15T20:01Z 6669 followers, XXX engagements


"33 in a row for Badger Meter $BMI"  
[X Link](https://x.com/DurableCreators/status/1953925409839448389) [@DurableCreators](/creator/x/DurableCreators) 2025-08-08T21:04Z 6668 followers, 1977 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/DurableCreators/status/1956716072469762540) [@DurableCreators](/creator/x/DurableCreators) 2025-08-16T13:54Z 6669 followers, 30.8K engagements


"@invest091 Personal preference but I think I'd rather management just not make moves if their only option is to water down the existing business quality. Pay down debt or use that capital for buybacks or something"  
[X Link](https://x.com/DurableCreators/status/1978460636670529536) [@DurableCreators](/creator/x/DurableCreators) 2025-10-15T13:59Z 6667 followers, XXX engagements


"Something to watch for Watsco $WSO"  
[X Link](https://x.com/DurableCreators/status/1967587332225425686) [@DurableCreators](/creator/x/DurableCreators) 2025-09-15T13:52Z 6663 followers, 2348 engagements


"Any other companies out there that provide small but mission-critical components like $APH connectors or $RBC bearings"  
[X Link](https://x.com/DurableCreators/status/1960487965303677081) [@DurableCreators](/creator/x/DurableCreators) 2025-08-26T23:42Z 6667 followers, 3153 engagements


"Random micro cap company but Acorn Energy is kind of interesting. Reminds me a little of Badger Meter. They own OmniMetrix who make remote monitoring systems for generators and gas pipelines selling hardware + software. Company feels like an easy acquisition target. $ACFN $BMI"  
[X Link](https://x.com/DurableCreators/status/1970169176208642177) [@DurableCreators](/creator/x/DurableCreators) 2025-09-22T16:51Z 6668 followers, 1980 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/DurableCreators/status/1954606381224308805) [@DurableCreators](/creator/x/DurableCreators) 2025-08-10T18:10Z 6669 followers, 49.2K engagements


"Who knew you could compound earnings at XX% by distributing food Too levered for my liking at 5x net debt to EBITDA but Performance Food Group has had an impressive run over the last decade. There are also reports out there that they want to merge with US Foods $PFGC $USFD"  
[X Link](https://x.com/DurableCreators/status/1977812819841286211) [@DurableCreators](/creator/x/DurableCreators) 2025-10-13T19:04Z 6667 followers, 1658 engagements


"On $SPGI being down X% after $FDS earnings. keep in mind that the ratings segment is only XX% 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/DurableCreators/status/1968757283677970635) [@DurableCreators](/creator/x/DurableCreators) 2025-09-18T19:21Z 6670 followers, 6533 engagements