[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.] #  @Finding_Moats Finding Moats Investment Research Finding Moats Investment Research posts on X about $atdto, $mtn, decentralized, faster the most. They currently have XXXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::915235640417058816/interactions)  - X Week XXX -XX% - X Month XXXXXX -XXXX% - X Months XXXXXXX +499% - X Year XXXXXXX +110% ### Mentions: X [#](/creator/twitter::915235640417058816/posts_active)  - X Week XX +3.30% - X Month XX -XX% - X Months XXX +231% - X Year XXX +249% ### Followers: XXXXXX [#](/creator/twitter::915235640417058816/followers)  - X Week XXXXXX +0.07% - X Month XXXXXX +0.16% - X Months XXXXXX +2.10% - X Year XXXXXX +4.20% ### CreatorRank: undefined [#](/creator/twitter::915235640417058816/influencer_rank)  ### Social Influence [#](/creator/twitter::915235640417058816/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXX% [countries](/list/countries) XXX% [automotive brands](/list/automotive-brands) XXX% **Social topic influence** [$atdto](/topic/$atdto) #8, [$mtn](/topic/$mtn) 2.2%, [decentralized](/topic/decentralized) 2.2%, [faster](/topic/faster) 2.2%, [$hlmal](/topic/$hlmal) 1.1%, [blog](/topic/blog) 1.1%, [$spx](/topic/$spx) 1.1%, [$spxl](/topic/$spxl) 1.1%, [spx](/topic/spx) 1.1%, [$amt](/topic/$amt) XXX% **Top accounts mentioned or mentioned by** [@kairospraxis](/creator/undefined) [@ikkenospes](/creator/undefined) [@ngreig2](/creator/undefined) [@invest091](/creator/undefined) [@saynototrading](/creator/undefined) [@thelongaj](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@asymetricbets](/creator/undefined) [@agnombela](/creator/undefined) [@fmcbill](/creator/undefined) [@lilreadingrhino](/creator/undefined) [@turtlefortytwo](/creator/undefined) [@luckylimecap](/creator/undefined) [@ernestwongbwm](/creator/undefined) [@profgigamind](/creator/undefined) [@rennyzucker](/creator/undefined) [@diogoprnt](/creator/undefined) [@accioneafi](/creator/undefined) [@bonhoeffer_kds](/creator/undefined) [@dd17_capital](/creator/undefined) **Top assets mentioned** [Medicalchain (MTN)](/topic/$mtn) [SPX6900 (SPX)](/topic/$spx) [American Tower Corp (AMT)](/topic/$amt) [Canadian National Railway (CNI)](/topic/$cni) [Copart, Inc. (CPRT)](/topic/$cprt) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Heima (HEI)](/topic/$hei) [Waste Management, Inc. (WM)](/topic/$wm) [Tesla, Inc. (TSLA)](/topic/tesla) [Amphenol Corporation (APH)](/topic/amphenol) [CSW Industrials, Inc. (CSW)](/topic/$csw) [AME Chain (AME)](/topic/$ame) [Teledyne Technologies Incorporated (TDY)](/topic/$tdy) [CSW Industrials, Inc (CSWI)](/topic/$cswi) ### Top Social Posts [#](/creator/twitter::915235640417058816/posts) --- Top posts by engagements in the last XX hours "Decentralization can be powerful when executed well. Halma $HLMA.L explains it best: These are markets where our leaders can be close to their customers and understand their challenges. And as part of our organizational model we give our leaders the autonomy to react rapidly to provide high-value critical solutions to complex problems. And in turn this means our leaders need to be diverse thinkers intellectually capable and inquisitive entrepreneurial and agile in their thinking. They also need to be comfortable with the accountability that comes with their autonomy. And at the same time we" [X Link](https://x.com/Finding_Moats/status/1957528389952098782) [@Finding_Moats](/creator/x/Finding_Moats) 2025-08-18T19:41Z 21K followers, 2255 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) [@Finding_Moats](/creator/x/Finding_Moats) 2024-12-30T12:46Z 21K followers, 5744 engagements "(1/2) In the next few days I'll be sharing my thoughts on American Tower. For next month's post I'm considering doing in-depth research on Novo Nordisk Atlas Copco or Vail Resorts. $AMT $NOVO $ATCO $MTN" [X Link](https://x.com/Finding_Moats/status/1913678211285922059) [@Finding_Moats](/creator/x/Finding_Moats) 2025-04-19T19:36Z 21K followers, 10.5K engagements "My in-depth analysis of $OR.PA is now live. Find it in the usual place. L'Oral: Crafting Beauty for a Century" [X Link](https://x.com/Finding_Moats/status/1929593216770154541) [@Finding_Moats](/creator/x/Finding_Moats) 2025-06-02T17:37Z 21K followers, 3367 engagements "This months deep dive will be on Alimentation Couche-Tard $ATD.TO EVs are clearly the hot topicbut is there anything else youd like me to look into" [X Link](https://x.com/Finding_Moats/status/1951354978968178895) [@Finding_Moats](/creator/x/Finding_Moats) 2025-08-01T18:50Z 21K followers, 2080 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) [@Finding_Moats](/creator/x/Finding_Moats) 2025-08-16T16:52Z 21K followers, 3894 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) [@Finding_Moats](/creator/x/Finding_Moats) 2025-08-18T19:58Z 21K followers, 3009 engagements "@invest091 Thank you $CPRT might be a good candidate given that doubts around its terminal value are emerging much like with $ATD.TO" [X Link](https://x.com/Finding_Moats/status/1957754332784345142) [@Finding_Moats](/creator/x/Finding_Moats) 2025-08-19T10:39Z 21K followers, XXX 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) [@Finding_Moats](/creator/x/Finding_Moats) 2025-08-28T20:20Z 21K followers, 4225 engagements "@KairosPraxis Competition for charging visits will be intense no question. Thats exactly what makes this such an interesting inflection point for $ATD.TO" [X Link](https://x.com/Finding_Moats/status/1963680540948848872) [@Finding_Moats](/creator/x/Finding_Moats) 2025-09-04T19:08Z 21K followers, XXX 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) [@Finding_Moats](/creator/x/Finding_Moats) 2025-09-12T16:36Z 21K followers, 10.9K 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) [@Finding_Moats](/creator/x/Finding_Moats) 2025-09-14T18:57Z 21K followers, 2671 engagements "Waste Management $WM June 2025 Investor Day offers a detailed look at the underlying economics of the businessand how structural change is reshaping the industry. Few sectors are as exposed to local logistics labor availability pricing discipline and regulatory inertia as solid waste. In the early 2000s internal conversations around pricing assumed a natural cap of 1%. There were quarters where we reported XXX% said management. In 2023 and 2024 pricing grew XXX basis points above inflation while national account retention remained above 99%. This shift is part of a broader transformation. WM" [X Link](https://x.com/Finding_Moats/status/1967576888429395987) [@Finding_Moats](/creator/x/Finding_Moats) 2025-09-15T13:11Z 21K followers, 3534 engagements "Were not flashy. Were not trendy. Were just really good at running stores. Brian Hannasch former CEO of Alimentation Couche-Tard $ATD.TO This Thursday Ill publish an in-depth analysis of Alimentation Couche-Tard a global operator that has quietly scaled a decentralized retail model across 30+ countries but: - What happens when the foundation of that modeltraffic from fuelstarts to erode - Can a business built on mandatory stops adapt to a world where EVs are charged at home at work or while shopping elsewhere How do consumer habits shift when refueling becomes invisible - What does Circle Ks" [X Link](https://x.com/Finding_Moats/status/1960428644586938820) [@Finding_Moats](/creator/x/Finding_Moats) 2025-08-26T19:46Z 21K followers, 2743 engagements "Does a strong quarter of utilization prove a model or just a snapshot of early adoption Can $ATD.TO replicate Norwegian spending patterns in North America Europe or emerging markets What happens when charging shifts to homes and workplaces removing the habitual stop Will in-store uplift remain once charging becomes faster and competition intensifies And can a model built on mandatory visits reinvent itself around voluntary ones" [X Link](https://x.com/Finding_Moats/status/1963674293642133510) [@Finding_Moats](/creator/x/Finding_Moats) 2025-09-04T18:43Z 21K followers, 3859 engagements "Ive started looking into CSW Industrials $CSW. Its another niche-market consolidator and over the last decade it has actually outperformed names like Ametek $AME Amphenol $APH or Teledyne $TDY. Yet I almost never see it mentioned. Why is that What are the key drawbacks or risks that explain the lack of attention Curious to hear your views" [X Link](https://x.com/Finding_Moats/status/1968268080271720581) [@Finding_Moats](/creator/x/Finding_Moats) 2025-09-17T10:57Z 21K followers, 4518 engagements "This marks my 43rd in-depth company analysis. Next month's post will be about Alimentation Couche-Tard $ATD.TO" [X Link](https://x.com/Finding_Moats/status/1950652013089312818) [@Finding_Moats](/creator/x/Finding_Moats) 2025-07-30T20:17Z 21K followers, 2273 engagements "@SayNoToTrading I wouldnt call myself pessimistic on $ATD.TO. I admire the culture and the discipline of the management team. Still highlighting the challenges mattersoptimism doesnt mean ignoring the difficult parts. For me its possible to be both supportive and critical" [X Link](https://x.com/Finding_Moats/status/1963687905362100474) [@Finding_Moats](/creator/x/Finding_Moats) 2025-09-04T19:37Z 21K followers, XXX engagements "Addtechs $ADDT.ST acquisition model remains deliberately heterogeneous. "We have started the year with X acquisitions during the quarter one U.K.-based company AMP Power Protection and they develop and sell uninterruptible power supplies so UPS systems and power protection systems for defense marine and transport industries. And also one Canadian company Novatech a leading supplier of analytical instrumentation and engineered systems for measurement of gases and liquids."" [X Link](https://x.com/Finding_Moats/status/1972377765492985943) [@Finding_Moats](/creator/x/Finding_Moats) 2025-09-28T19:07Z 21K followers, 2787 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.]
@Finding_Moats Finding Moats Investment Research
Finding Moats Investment Research posts on X about $atdto, $mtn, decentralized, faster the most. They currently have XXXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXX -XX%
- X Month XXXXXX -XXXX%
- X Months XXXXXXX +499%
- X Year XXXXXXX +110%
Mentions: X #
- X Week XX +3.30%
- X Month XX -XX%
- X Months XXX +231%
- X Year XXX +249%
Followers: XXXXXX #
- X Week XXXXXX +0.07%
- X Month XXXXXX +0.16%
- X Months XXXXXX +2.10%
- X Year XXXXXX +4.20%
CreatorRank: undefined #
Social Influence #
Social category influence finance XXXXX% stocks XXXX% cryptocurrencies XXX% countries XXX% automotive brands XXX%
Social topic influence $atdto #8, $mtn 2.2%, decentralized 2.2%, faster 2.2%, $hlmal 1.1%, blog 1.1%, $spx 1.1%, $spxl 1.1%, spx 1.1%, $amt XXX%
Top accounts mentioned or mentioned by @kairospraxis @ikkenospes @ngreig2 @invest091 @saynototrading @thelongaj @wolfofharcourt @asymetricbets @agnombela @fmcbill @lilreadingrhino @turtlefortytwo @luckylimecap @ernestwongbwm @profgigamind @rennyzucker @diogoprnt @accioneafi @bonhoeffer_kds @dd17_capital
Top assets mentioned Medicalchain (MTN) SPX6900 (SPX) American Tower Corp (AMT) Canadian National Railway (CNI) Copart, Inc. (CPRT) TransDigm Group, Inc. (TDG) Heima (HEI) Waste Management, Inc. (WM) Tesla, Inc. (TSLA) Amphenol Corporation (APH) CSW Industrials, Inc. (CSW) AME Chain (AME) Teledyne Technologies Incorporated (TDY) CSW Industrials, Inc (CSWI)
Top Social Posts #
Top posts by engagements in the last XX hours
"Decentralization can be powerful when executed well. Halma $HLMA.L explains it best: These are markets where our leaders can be close to their customers and understand their challenges. And as part of our organizational model we give our leaders the autonomy to react rapidly to provide high-value critical solutions to complex problems. And in turn this means our leaders need to be diverse thinkers intellectually capable and inquisitive entrepreneurial and agile in their thinking. They also need to be comfortable with the accountability that comes with their autonomy. And at the same time we"
X Link @Finding_Moats 2025-08-18T19:41Z 21K followers, 2255 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 @Finding_Moats 2024-12-30T12:46Z 21K followers, 5744 engagements
"(1/2) In the next few days I'll be sharing my thoughts on American Tower. For next month's post I'm considering doing in-depth research on Novo Nordisk Atlas Copco or Vail Resorts. $AMT $NOVO $ATCO $MTN"
X Link @Finding_Moats 2025-04-19T19:36Z 21K followers, 10.5K engagements
"My in-depth analysis of $OR.PA is now live. Find it in the usual place. L'Oral: Crafting Beauty for a Century"
X Link @Finding_Moats 2025-06-02T17:37Z 21K followers, 3367 engagements
"This months deep dive will be on Alimentation Couche-Tard $ATD.TO EVs are clearly the hot topicbut is there anything else youd like me to look into"
X Link @Finding_Moats 2025-08-01T18:50Z 21K followers, 2080 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 @Finding_Moats 2025-08-16T16:52Z 21K followers, 3894 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 @Finding_Moats 2025-08-18T19:58Z 21K followers, 3009 engagements
"@invest091 Thank you $CPRT might be a good candidate given that doubts around its terminal value are emerging much like with $ATD.TO"
X Link @Finding_Moats 2025-08-19T10:39Z 21K followers, XXX 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 @Finding_Moats 2025-08-28T20:20Z 21K followers, 4225 engagements
"@KairosPraxis Competition for charging visits will be intense no question. Thats exactly what makes this such an interesting inflection point for $ATD.TO"
X Link @Finding_Moats 2025-09-04T19:08Z 21K followers, XXX 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 @Finding_Moats 2025-09-12T16:36Z 21K followers, 10.9K 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 @Finding_Moats 2025-09-14T18:57Z 21K followers, 2671 engagements
"Waste Management $WM June 2025 Investor Day offers a detailed look at the underlying economics of the businessand how structural change is reshaping the industry. Few sectors are as exposed to local logistics labor availability pricing discipline and regulatory inertia as solid waste. In the early 2000s internal conversations around pricing assumed a natural cap of 1%. There were quarters where we reported XXX% said management. In 2023 and 2024 pricing grew XXX basis points above inflation while national account retention remained above 99%. This shift is part of a broader transformation. WM"
X Link @Finding_Moats 2025-09-15T13:11Z 21K followers, 3534 engagements
"Were not flashy. Were not trendy. Were just really good at running stores. Brian Hannasch former CEO of Alimentation Couche-Tard $ATD.TO This Thursday Ill publish an in-depth analysis of Alimentation Couche-Tard a global operator that has quietly scaled a decentralized retail model across 30+ countries but: - What happens when the foundation of that modeltraffic from fuelstarts to erode - Can a business built on mandatory stops adapt to a world where EVs are charged at home at work or while shopping elsewhere How do consumer habits shift when refueling becomes invisible - What does Circle Ks"
X Link @Finding_Moats 2025-08-26T19:46Z 21K followers, 2743 engagements
"Does a strong quarter of utilization prove a model or just a snapshot of early adoption Can $ATD.TO replicate Norwegian spending patterns in North America Europe or emerging markets What happens when charging shifts to homes and workplaces removing the habitual stop Will in-store uplift remain once charging becomes faster and competition intensifies And can a model built on mandatory visits reinvent itself around voluntary ones"
X Link @Finding_Moats 2025-09-04T18:43Z 21K followers, 3859 engagements
"Ive started looking into CSW Industrials $CSW. Its another niche-market consolidator and over the last decade it has actually outperformed names like Ametek $AME Amphenol $APH or Teledyne $TDY. Yet I almost never see it mentioned. Why is that What are the key drawbacks or risks that explain the lack of attention Curious to hear your views"
X Link @Finding_Moats 2025-09-17T10:57Z 21K followers, 4518 engagements
"This marks my 43rd in-depth company analysis. Next month's post will be about Alimentation Couche-Tard $ATD.TO"
X Link @Finding_Moats 2025-07-30T20:17Z 21K followers, 2273 engagements
"@SayNoToTrading I wouldnt call myself pessimistic on $ATD.TO. I admire the culture and the discipline of the management team. Still highlighting the challenges mattersoptimism doesnt mean ignoring the difficult parts. For me its possible to be both supportive and critical"
X Link @Finding_Moats 2025-09-04T19:37Z 21K followers, XXX engagements
"Addtechs $ADDT.ST acquisition model remains deliberately heterogeneous. "We have started the year with X acquisitions during the quarter one U.K.-based company AMP Power Protection and they develop and sell uninterruptible power supplies so UPS systems and power protection systems for defense marine and transport industries. And also one Canadian company Novatech a leading supplier of analytical instrumentation and engineered systems for measurement of gases and liquids.""
X Link @Finding_Moats 2025-09-28T19:07Z 21K followers, 2787 engagements