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# ![@Finding_Moats Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::915235640417058816.png) @Finding_Moats Finding Moats Investment Research

Finding Moats Investment Research posts on X about $atdto, $prm, the world, $el the most. They currently have XXXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::915235640417058816/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::915235640417058816/c:line/m:interactions.svg)

- X Week XXX +128%
- X Month XXX -XX%
- X Months XXXXXXX +88%
- X Year XXXXXXX +157%

### Mentions: X [#](/creator/twitter::915235640417058816/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::915235640417058816/c:line/m:posts_active.svg)

- X Week X -XX%
- X Month XX +25%
- X Months XXX +151%
- X Year XXX +231%

### Followers: XXXXXX [#](/creator/twitter::915235640417058816/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::915235640417058816/c:line/m:followers.svg)

- X Week XXXXXX +0.02%
- X Month XXXXXX +0.04%
- X Months XXXXXX +1.40%
- X Year XXXXXX +4.20%

### CreatorRank: undefined [#](/creator/twitter::915235640417058816/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::915235640417058816/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks) 

**Social topic influence**
[$atdto](/topic/$atdto) #16, [$prm](/topic/$prm) #83, [the world](/topic/the-world), [$el](/topic/$el), [list of](/topic/list-of), [$spx](/topic/$spx), [$spxl](/topic/$spxl), [spx](/topic/spx), [$cni](/topic/$cni), [inflation](/topic/inflation)

**Top accounts mentioned or mentioned by**
[@findingmoats](/creator/undefined) [@accioneafi](/creator/undefined) [@saynototrading](/creator/undefined) [@thelongaj](/creator/undefined) [@ojoaoinvest](/creator/undefined) [@gautambaid](/creator/undefined) [@elliotturn](/creator/undefined) [@profgigamind](/creator/undefined) [@rennyzucker](/creator/undefined) [@coalemusguy](/creator/undefined) [@ernestwongbwm](/creator/undefined) [@ikkenospes](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@ngreig2](/creator/undefined) [@invesquotes](/creator/undefined) [@agnombela](/creator/undefined) [@fmcbill](/creator/undefined) [@lilreadingrhino](/creator/undefined) [@svncapital](/creator/undefined) [@diogoprnt](/creator/undefined)

**Top assets mentioned**
[Perimeter Solutions, SA (PRM)](/topic/$prm) [ELYSIA (EL)](/topic/$el) [SPX6900 (SPX)](/topic/$spx) [Canadian National Railway (CNI)](/topic/$cni) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Heima (HEI)](/topic/$hei) [Vail Resorts, Inc. (MTN)](/topic/$mtn) [Otis Worldwide Corp (OTIS)](/topic/$otis)
### Top Social Posts
Top posts by engagements in the last XX hours

"Blog Update: Working on $PRM this month and $EL next month. That'll be all for 2023. Here's the list of companies I have covered this year"  
[X Link](https://x.com/Finding_Moats/status/1720490241079841188)  2023-11-03T17:16Z 21.1K followers, 9358 engagements


"Some thoughts on Spirax Group (full post on my blog) (). $SPX $SPX.L That is all for 2024. Extremely grateful for your continued support"  
[X Link](https://x.com/Finding_Moats/status/1873712239385223372)  2024-12-30T12:46Z 21.1K followers, 5761 engagements


"Canadian National Railway $CNI $CNR.TO on pricing power: "What's rail inflation Labor is our biggest expense recent deals 3%. In the U.S. a little higher. So we call rail inflation XXX% and we're pricing above that. We're also pushing suppliers to contain costs. Overall XXX% inflation pricing above that.""  
[X Link](https://x.com/Finding_Moats/status/1956761000683639213)  2025-08-16T16:52Z 21K followers, 3950 engagements


"Heico $HEI and TransDigm $TDG appear well positioned to navigate and benefit from the next decades of structural growth in global aviation. As the world population grows and the disposable income of the average individual grows that individual's propensity to travel by air continues to grow faster than the product of demography and GDP. Airbus $AIR.PA projects: - Global population will increase by 1.2B people in the next XX years. - 1.3B more people will live in urban areas which are the main nodes of air travel. - 1.5B more people will join the middle class adding disposable income for"  
[X Link](https://x.com/Finding_Moats/status/1966541406014709867)  2025-09-12T16:36Z 21K followers, 11.2K engagements


"In a few days Ill be publishing my in-depth report on Alimentation Couche-Tard $ATD.TO. Last month was Vail Resorts $MTN and for next month Im considering Coloplast $COLO-B.CO. Any other quality names where market sentiment has turned against them Thank you"  
[X Link](https://x.com/Finding_Moats/status/1957532535577276495)  2025-08-18T19:58Z 21.1K followers, 3041 engagements


"Some thoughts about Otis Worldwide (full post on my blog) (). $OTIS"  
[X Link](https://x.com/Finding_Moats/status/1795541842441675120)  2024-05-28T19:45Z 21K followers, 9502 engagements


"My in-depth research of Alimentation Couche-Tard $ATD.TO is now live. Discipline at Scale: Turning fragmentation into structural advantage while preserving store economics under the EV transition Couche-Tard runs one of the largest convenience networks in the world. The real story isnt the stores; its how disciplined acquisitions and decentralized execution have turned fragmentation into an edge while EV adoption tests the traffic engine. In this deep dive I cover: - Potential erosion of fuel-led traffic and the implications for store economics. - Adapting a mandatory-stop format to an EV"  
[X Link](https://x.com/Finding_Moats/status/1961162070868856992)  2025-08-28T20:20Z 21K followers, 4373 engagements


"Even though no cars can charge at that speed yet this gives a clear sense of where the sector is heading. $ATD.TO"  
[X Link](https://x.com/Finding_Moats/status/1967301802191355911)  2025-09-14T18:57Z 21K followers, 2759 engagements