# ![@LCinvesting Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1130201601589809154.png) @LCinvesting LC Investing

LC Investing posts on X about $wcn, $ew, $atd, $csu the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1130201601589809154/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1130201601589809154/c:line/m:interactions.svg)

- [--] Week [---] +63%
- [--] Month [-----] -95%
- [--] Months [------] -34%
- [--] Year [------] -51%

### Mentions: [--] [#](/creator/twitter::1130201601589809154/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1130201601589809154/c:line/m:posts_active.svg)

- [--] Week [--] -25%
- [--] Month [--] -56%
- [--] Months [--] +43%
- [--] Year [--] -70%

### Followers: [-----] [#](/creator/twitter::1130201601589809154/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1130201601589809154/c:line/m:followers.svg)

- [--] Week [-----] no change
- [--] Month [-----] -0.08%
- [--] Months [-----] +2.90%
- [--] Year [-----] +6.10%

### CreatorRank: [---------] [#](/creator/twitter::1130201601589809154/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1130201601589809154/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  100% [stocks](/list/stocks)  65.35% [cryptocurrencies](/list/cryptocurrencies)  14.85% [technology brands](/list/technology-brands)  8.91% [countries](/list/countries)  1.98% [automotive brands](/list/automotive-brands)  0.99% [us election](/list/us-election)  0.99%

**Social topic influence**
[$wcn](/topic/$wcn) #4, [$ew](/topic/$ew) 15.84%, [$atd](/topic/$atd) #1, [$csu](/topic/$csu) #25, [$tdy](/topic/$tdy) 9.9%, [asml](/topic/asml) 4.95%, [$rsg](/topic/$rsg) 4.95%, [strong](/topic/strong) 3.96%, [$mdt](/topic/$mdt) 3.96%, [$googl](/topic/$googl) 3.96%

**Top accounts mentioned or mentioned by**
[@pekwat](/creator/undefined) [@jglegacycorp](/creator/undefined) [@psyopcapital](/creator/undefined) [@bubblebeta](/creator/undefined) [@lanaar2](/creator/undefined) [@reddogcapital](/creator/undefined) [@thescepticalre1](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@rossbachio](/creator/undefined) [@mispricedrisk](/creator/undefined) [@turtlefortytwo](/creator/undefined) [@liftthatbid](/creator/undefined) [@areviewortwo1](/creator/undefined) [@invesquotes](/creator/undefined) [@valuationshorts](/creator/undefined) [@shadowinvesting](/creator/undefined) [@dimitrynakhla](/creator/undefined) [@thelapurchaser](/creator/undefined) [@thatmoneylady](/creator/undefined) [@stonkmetal](/creator/undefined)

**Top assets mentioned**
[Waste Connections, Inc. (WCN)](/topic/$wcn) [Edwards Lifesciences Corp (EW)](/topic/$ew) [Teledyne Technologies Incorporated (TDY)](/topic/$tdy) [Republic Services, Inc. (RSG)](/topic/$rsg) [Measurable Data Token (MDT)](/topic/$mdt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [FirstService Corporation Common Shares (FSV)](/topic/$fsv) [Waste Management, Inc. (WM)](/topic/$wm) [GFL Environmental Holdings Inc. (GFL)](/topic/$gfl) [Watsco, Inc. (WSO)](/topic/$wso) [Casey's General Stores, Inc. (CASY)](/topic/$casy) [Heima (HEI)](/topic/$hei) [MURPHY USA INC. (MUSA)](/topic/$musa) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Fastenal Company (FAST)](/topic/$fast) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [S&P Global Inc (SPGI)](/topic/$spgi) [Sherwin-Williams Co (SHW)](/topic/$shw) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Chemed Corporation (CHE)](/topic/$che) [ELYSIA (EL)](/topic/$el) [Stryker Corporation (SYK)](/topic/$syk) [Basilisk (BSX)](/topic/$bsx) [Zimmer Biomet Holdings Inc (ZBH)](/topic/$zbh) [Minted (MTD)](/topic/$mtd) [Tesla, Inc. (TSLA)](/topic/tesla) [Decentral Games (DG)](/topic/$dg) [Regret (REGRET)](/topic/regret) [Reserve (RSV)](/topic/reserve) [CDW common stock (CDW)](/topic/$cdw) [Oracle Corporation (ORCL)](/topic/$orcl) [GLP1 (GLP1)](/topic/glp1) [Danaher Corporation (DHR)](/topic/$dhr) [Msci Inc (MSCI)](/topic/$msci) [Carlyle Group, Inc. (CG)](/topic/$cg) [Cashaa (CAS)](/topic/$cas) [Selfkey (KEY)](/topic/$key) [West Fraser Timber Co. Ltd (WFG)](/topic/$wfg) [CF Industries Holdings, Inc. (CF)](/topic/$cf)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Q3 [----] Portfolio $CSU $ATD $WCN YTD: -8.4%"  
[X Link](https://x.com/LCinvesting/status/1975707686680526995)  2025-10-07T23:39Z [----] followers, 10.6K engagements


"Q4 [----] Portfolio $CSU $ATD $WCN $WSO FY25: -11.2%"  
[X Link](https://x.com/LCinvesting/status/2007518265812382029)  2026-01-03T18:23Z [----] followers, 24K engagements


"Analysis: Should have bought semiconductors like everyone else. Initiated core holding in Watsco instead. Still not bargain valuation but happy to add on further declines since RE is flushing. Sustainable margins (growing TDB) strong governance nice yield. Long term hold"  
[X Link](https://x.com/LCinvesting/status/2007518274939142650)  2026-01-03T18:23Z [----] followers, [----] engagements


"Dassault Systmes software market share: - 13% of $28B Engineering Application (Siemens 15% ADSK 12% CDNS 10%) [----]. 90% of aircraft 80% autos made via $DSY. - 18% of $6B Life Sciences (VEEV 19% IQVA 16%) [----]. 60% of clinical trials globally used Medidata for COVID"  
[X Link](https://x.com/LCinvesting/status/1709949074554732830)  2023-10-05T15:10Z [----] followers, [----] engagements


"TAVR costs declining on average compared to SAVR. Implications: increased adoption vs surgery more procedures per medicare $. $EW"  
[X Link](https://x.com/LCinvesting/status/1711922220707258506)  2023-10-11T01:50Z [----] followers, [----] engagements


"Overweight - Ozempic - Confidence boost - Go out more - Wear more makeup - $EL"  
[X Link](https://x.com/LCinvesting/status/1712176038053032334)  2023-10-11T18:39Z [----] followers, [----] engagements


"$ATD $CASY $MUSA sitting near ATHs while "structurally challenged" by EVs and now Ozempic is going to decimate the c-store industry where tobacco/snacks/booze make up 70% of store sales. Either the market is blind and I should flip short or these are just damn good businesses"  
[X Link](https://x.com/LCinvesting/status/1712616298344046784)  2023-10-12T23:48Z [----] followers, 14.7K engagements


"$EW the only procedural device maker to maintain positive revenue and gross profit growth during [----] out of $ISRG $SYK $MDT $BSX $ZBH. Pretty impressive given the complex pathway to treatment with covid in the mix. Also less China exposure"  
[X Link](https://x.com/LCinvesting/status/1713357297005601233)  2023-10-15T00:53Z [----] followers, [----] engagements


"Tesla is Apple equivalent when it comes to loyalty. But. "Nearly half of those non-Tesla EV households that have acquired a new electric vehicle still purchase an internal combustion vehicle the next time around. including second vehicles." Source:"  
[X Link](https://x.com/LCinvesting/status/1714806355586945073)  2023-10-19T00:51Z [----] followers, [---] engagements


"@pekwat $EW was looking good 15% ago"  
[X Link](https://x.com/LCinvesting/status/1718284053118431706)  2023-10-28T15:10Z [----] followers, [---] engagements


"@pekwat Earnings were solid market finicky on TAVR but has been for years and still wrong on saturation GLP not an issue. Getting thrown out with bath water. 30x multiple not unreasonable"  
[X Link](https://x.com/LCinvesting/status/1718444462584504415)  2023-10-29T01:47Z [----] followers, [---] engagements


"@thescepticalre1 @pekwat TAVR barely missed this quarter. Think the focus is less on market share and more on overall TAVR growth even though numbers were fine. Trial data for durability at 7-10 years more meaningful than these sets but with continued success should drive adoption versus surgery"  
[X Link](https://x.com/LCinvesting/status/1718452197132808234)  2023-10-29T02:18Z [----] followers, [--] engagements


"Q4 [----] Portfolio $ATD $CSU $WCN $TDY $EW FY23: +22.7%"  
[X Link](https://x.com/LCinvesting/status/1741175830947008745)  2023-12-30T19:14Z [----] followers, 22.2K engagements


"@WaterworldCapi1 Dassault Systmes: https://www.3ds.com/products/biovia/generative-therapeutics-design https://www.3ds.com/products/biovia/generative-therapeutics-design"  
[X Link](https://x.com/LCinvesting/status/1756706967949615278)  2024-02-11T15:49Z [----] followers, [--] engagements


"$TDY on digital imaging growth in semiconductor manufacturing and its impact on downstream components"  
[X Link](https://x.com/LCinvesting/status/1758545358785843657)  2024-02-16T17:34Z [----] followers, [----] engagements


"$TDY also a picks and shovels play on nuclear energy growth. Their full catalogue of services: https://www.tbe.com/en-us/suppliers/SiteAssets/0597_Teledyne_Nuclear_2022.pdf https://www.tbe.com/en-us/suppliers/SiteAssets/0597_Teledyne_Nuclear_2022.pdf"  
[X Link](https://x.com/LCinvesting/status/1759292621065707557)  2024-02-18T19:03Z [----] followers, [----] engagements


"Convenience outperformed multi-outlet retail in YOY dollar sales across all top sales categories including beer packaged beverages and snacks. 91% of c-store visits include a beverage vs. 73% for QSR. $ATD $CASY $MUSA"  
[X Link](https://x.com/LCinvesting/status/1765364654337929672)  2024-03-06T13:11Z [----] followers, [----] engagements


"$WCN PSUs from 2021-2023: Grew FCF/S at 14% CAGR compared to a 6% target. Absolute increase in ROIC was 158bps compared to 125bps target. Same targets to end of [----]. Trash is cash"  
[X Link](https://x.com/LCinvesting/status/1776021922695815653)  2024-04-04T22:59Z [----] followers, [----] engagements


"@rossbach_io Essential duopoly with $MDT (95% share) of TAVR market underpenetrated patient pool expanding into asymptomatic/moderate indicators and general heart failure (shunts) and other structural heart issues strong management and culture stable organic growth and increasing margins"  
[X Link](https://x.com/LCinvesting/status/1777017169554878735)  2024-04-07T16:54Z [----] followers, [---] engagements


"Singleton gets the spotlight but Mehrabian should too. Over a [--] year period both achieved similar shareholder returns. And $TDY is attractive here"  
[X Link](https://x.com/LCinvesting/status/1779218858361933838)  2024-04-13T18:43Z [----] followers, [----] engagements


"Ron Mittelstaedt of $WCN on servant leadership culture"  
[X Link](https://x.com/LCinvesting/status/1796983501398396998)  2024-06-01T19:13Z [----] followers, [----] engagements


"Q2 [----] Portfolio $CSU $ATD $WCN $EW YTD: 14.7%"  
[X Link](https://x.com/LCinvesting/status/1808909448297205923)  2024-07-04T17:03Z [----] followers, 13.1K engagements


"Been rather inactive on here. Posting quarterly updates keeps me somewhat motivated provides opportunities to be challenged on positions and offers a sense of accountability for my goals. Sold $TDY after the run post-earnings. Waiting to analyze this quarter before buying again"  
[X Link](https://x.com/LCinvesting/status/1808909450901926344)  2024-07-04T17:03Z [----] followers, [----] engagements


"Dollarama comp with $ATD $DG and other retailers on cash flow EBIT margins and ROIC"  
[X Link](https://x.com/LCinvesting/status/1811076192776196570)  2024-07-10T16:33Z [----] followers, [----] engagements


"I might need TAVR valve after that ER. Here's the $EW freakout (solid blue line) - TAVR growth trending down. Nothing new. TMTT therapies echo early TAVR growth. Surgical hit or miss but generally growing. Where's the fire"  
[X Link](https://x.com/LCinvesting/status/1816976433194934663)  2024-07-26T23:18Z [----] followers, [----] engagements


"WFE companies like $ASML percentage revenue of the overall semiconductor sales has risen from 10% to 19%; value-add is significantly higher than the materials or assembly section while pushing Moore's Law"  
[X Link](https://x.com/LCinvesting/status/1822739922421469641)  2024-08-11T21:00Z [----] followers, [----] engagements


"$CDNS LTIP vesting over [--] year period. Each vesting date since [----] has occurred with the stock near/above maximum payout target. [----] LTIP begin vesting March [----] and the maximum target is $359"  
[X Link](https://x.com/LCinvesting/status/1832885485720555926)  2024-09-08T20:55Z [----] followers, [----] engagements


"RBC on $CSU: Assuming only $5MM revenue per M&A target we estimate that Constellations TAM is $367B. Based on FY23 revenue Constellation has only penetrated 2% of its TAM"  
[X Link](https://x.com/LCinvesting/status/1834434077572686148)  2024-09-13T03:29Z [----] followers, 13.4K engagements


"Q3 [----] Portfolio $CSU $ATD $WCN $ASML $GOOGL $EW YTD: 11.4%"  
[X Link](https://x.com/LCinvesting/status/1841141002788012541)  2024-10-01T15:39Z [----] followers, 18.6K engagements


"Regret selling $TDY and seeking to re-enter. Market worked past short cycle slowdowns and buybacks were a clear buy signal. $EW still pressured on TAVR growth and potential BSX ACURATE IDE competition. $GOOGL / $ASML not much to say other than taking a shot on decent valuations"  
[X Link](https://x.com/LCinvesting/status/1841141004503568480)  2024-10-01T15:39Z [----] followers, [----] engagements


"@mispricedrisk More of an acquisition growth story than organic for sure. You'd expect stronger organic given their positioning and growing end markets. Industrials broadly pushing valuations but Teledyne doesn't look bad here in comparison"  
[X Link](https://x.com/LCinvesting/status/1841659432016502948)  2024-10-03T01:59Z [----] followers, [--] engagements


"I enjoyed selling Teledyne at the bottom instead of averaging down as planned being up 25% in Edwards to down 20% in its worst single day loss ever riding ASML up 20% to down a few bps over two weeks in its worst day in [--] years. Keeps you grounded"  
[X Link](https://x.com/LCinvesting/status/1846539861588619722)  2024-10-16T13:13Z [----] followers, [----] engagements


"@turtlefortytwo Why Next"  
[X Link](https://x.com/LCinvesting/status/1846663664721711519)  2024-10-16T21:25Z [----] followers, [--] engagements


"RBC on $EW: TMTT the next leg of growth likely 2x TAVR market; 50-100bps annual operating margin growth over next [--] years. Long term 10% organic growth in tact and should re-rate stock / other med tech crowded"  
[X Link](https://x.com/LCinvesting/status/1866317649329729638)  2024-12-10T03:02Z [----] followers, [----] engagements


"2024 was a volatile year for a few of my holdings +25% to -20% and back again from cost. With that backdrop closed out $GOOGL here +35% in a few months. Taking negligible profit on $ASML. Cash reserve ready for [----] but these probably move higher given the market karma gods"  
[X Link](https://x.com/LCinvesting/status/1869397904148021290)  2024-12-18T15:02Z [----] followers, [---] engagements


"Blair: SMID cap cycles often start during recessions; exception was 1998-2006 cycle also the last time that SMID caps were as undervalued as they are today. They can outperform while sentiment still favors large cap / frothiness in market. Trump protectionism/dereg are tailwinds"  
[X Link](https://x.com/LCinvesting/status/1869952852824608931)  2024-12-20T03:47Z [----] followers, [---] engagements


"RBC on cloud providers: $GOOGL won't meaningfully close the gap any time soon $MSFT $AMZN $ORCL"  
[X Link](https://x.com/LCinvesting/status/1875022931249758416)  2025-01-03T03:34Z [----] followers, 38K engagements


"2025 is Edward's year so I can unload it. Sitting on a nice cash pile hoping for drawdowns. Interested in $JDG.LN $TDY $FSV at lower valuations"  
[X Link](https://x.com/LCinvesting/status/1875199684907765896)  2025-01-03T15:16Z [----] followers, [----] engagements


"@Liftthatbid I've been wrong for two years but: leader in structural heart strong financial profile duopoly/oligopoly structure significant buybacks here. Don't invest: TAVR ex-growth and pipeline saturated pricing pressure competition TMTT not meaningful catalyst yet GLP1"  
[X Link](https://x.com/LCinvesting/status/1875271331325018386)  2025-01-03T20:01Z [----] followers, [---] engagements


"@jglegacycorp $WCN no question"  
[X Link](https://x.com/LCinvesting/status/1876662753722777834)  2025-01-07T16:10Z [----] followers, [---] engagements


"@AReviewOrTwo1 Would probably do well with a basket I'm bias $WCN"  
[X Link](https://x.com/LCinvesting/status/1877156630195753288)  2025-01-09T00:53Z [----] followers, [---] engagements


"@Invesquotes Don't say other than the $207MM on acquisitions in Q4"  
[X Link](https://x.com/LCinvesting/status/1877157475905941786)  2025-01-09T00:56Z [----] followers, [---] engagements


"@psyopcapital @jglegacycorp Their secondary (rural) / franchise (long-term no rebid contracts) market focus typically means less competition and higher margins than peers. Founder led. Servant leadership culture is real"  
[X Link](https://x.com/LCinvesting/status/1877168045707194850)  2025-01-09T01:38Z [----] followers, [---] engagements


"@valuationshorts Waste collection is highly localized. Different factors play into pricing incl. volume distance and disposal costs. The majors have scale advantages that are difficult to replicate. Locals could win on price but can't scale that regionally/nationally and maintain discount gap"  
[X Link](https://x.com/LCinvesting/status/1877209757829734520)  2025-01-09T04:24Z [----] followers, [--] engagements


"@BubbleBeta @lanaar2 @red_dog_capital Feels similar to the EVs taking over the world narrative around $ATD back in [----]. It'll happen but the projected timelines are unrealistic. Same with meaningful FSD usage long way off. Age of car park still trending up - new vehicles still expensive for pinched consumer"  
[X Link](https://x.com/LCinvesting/status/1877396420350611958)  2025-01-09T16:46Z [----] followers, [---] engagements


"@BubbleBeta @lanaar2 @red_dog_capital All true. Beyond cost which is still a major hurdle widespread adoption of FSD requires a level of trust in the tech and manufacturers that we're not at yet"  
[X Link](https://x.com/LCinvesting/status/1877427651658305917)  2025-01-09T18:50Z [----] followers, [--] engagements


"Sold out of $EW breakeven after Q1 earnings. I still like the company but after two years of dead money I'm looking to deploy elsewhere given the market. Still eyeing $FSV $MSCI $DHR $HEI $JDG"  
[X Link](https://x.com/LCinvesting/status/1909402006202032188)  2025-04-08T00:24Z [----] followers, [----] engagements


"Steel market stocks like Russel Metals trending higher US steel production down 34% YoY up slightly in June. $RUS free cashflow of $79M in Q2 primarily reductions of working capital. Dividend seems safe for now + room for acquisitions in a depressed environment #stocks #tsx"  
[X Link](https://x.com/LCinvesting/status/1288136978249154561)  2020-07-28T15:39Z [----] followers, [--] engagements


"Alimentation Couche-Tard: My core Consumer Defensive + Carrefour assessment $ATD.B $CA.PA #stocks #investing #StockMarket #stockstowatch https://latecycle.com/2021/03/28/alimentation-couche-tard-my-core-consumer-defensive-macro-carrefour-musings/ https://latecycle.com/2021/03/28/alimentation-couche-tard-my-core-consumer-defensive-macro-carrefour-musings/"  
[X Link](https://x.com/LCinvesting/status/1376165854153424896)  2021-03-28T13:34Z [----] followers, [--] engagements


"Good cursory overview of where $ATD.B $ATD.TO stands valuation wise. $ATD.to has a strong presence in Norway. They've seen EV's coming and have plans for it. https://t.co/w1hsq4KebT $ATD.to has a strong presence in Norway. They've seen EV's coming and have plans for it. https://t.co/w1hsq4KebT"  
[X Link](https://x.com/LCinvesting/status/1388524976710488067)  2021-05-01T16:05Z [----] followers, [--] engagements


"Couche Tard's last major M&A: [----] CTS $4.4B + Esso $1.6B / [----] Holiday Company $1.6B. Strong FCF conversion from M&A coupled with low effective tax rate (18.8% '20). Doubled FCF from 2017-2019. $ATD.B $ATD.TO"  
[X Link](https://x.com/LCinvesting/status/1388546156591042562)  2021-05-01T17:29Z [----] followers, [--] engagements


"@ShadowInvesting Sure - I neglected to add the value list but here's the table with headings. $CG $CIX $CAS $DPM $CF $MRE $KEY $K $FFH $CCA $WFG $ATD.B $GWO $EMP.A"  
[X Link](https://x.com/LCinvesting/status/1390677712071766021)  2021-05-07T14:39Z [----] followers, [--] engagements


"Two months later: $POW.TO results boost NAV to $45.94 26% discount to NAV (wider than 22% discount after PWF re-org in 2019). Still room to run here alongside strength in financials and with a potential Wealthsimple spinoff down the line it's worth the wait. I own $POW and been looking for an exit but results here were strong (Q4 NAV 18.1% to $41.27). Still below Q4 [----] NAV of $45. Good things in the pipe with: Lion Electric Wealthsimple Power Sustainable (renewable fund). $GWO fundamentals improving. Holding for now #stocks I own $POW and been looking for an exit but results here were"  
[X Link](https://x.com/LCinvesting/status/1393199553445339143)  2021-05-14T13:40Z [----] followers, [--] engagements


"$POW.TO Power Corp. shares hit record as company refocuses https://t.co/ozZVKHuHIa Power Corp. shares hit record as company refocuses https://t.co/ozZVKHuHIa"  
[X Link](https://x.com/LCinvesting/status/1394084454063353856)  2021-05-17T00:16Z [----] followers, [--] engagements


"Power Corp growing the online mortgage broker space. Last Q I was looking to sell this name but their fintech moves are smart disruptive and slowly bearing fruit with synergies abound: many reasons to be bullish on the $POW turnaround. $POW.TO https://www.theglobeandmail.com/business/article-latest-power-corp-fintech-protege-nesto-raises-76-million-in-venture/ https://www.theglobeandmail.com/business/article-latest-power-corp-fintech-protege-nesto-raises-76-million-in-venture/"  
[X Link](https://x.com/LCinvesting/status/1403010229822951424)  2021-06-10T15:24Z [----] followers, [--] engagements


"1/ $CSU.TO vs $ROP vs $TYL In [----] ML wrote that since [----] ROP invested 5x as much capital in VMS as CSU had since its inception. In [----] alone ROP spent $6B on VMS acquisitions. TYL focuses on public software only. Some data since 2005:"  
[X Link](https://x.com/LCinvesting/status/1478390704846028803)  2022-01-04T15:39Z [----] followers, [---] engagements


"1/ Picks and shovels by theme/industry. Feel free to add or challenge. Flavour & Fragrance: $GIVN Market Data: $FDS Market Function: $SPGI $ICE Industrial Supplies: $FAST $GWW Testing Inspection Certification: $ITRK $SGSN Hospitality: $RAA $ECL $SYY Communications: $AMT $TWLO"  
[X Link](https://x.com/LCinvesting/status/1505192420039970818)  2022-03-19T14:40Z [----] followers, [---] engagements


"What are some "keystone" businesses (or P&S toll road etc) and their quantifiable % of overall COGs $V 0.3% take rates $APH 1-5% connector/sensor/cable parts $GIVN 1-6% fragrance/flavour inputs $FSV 10% mgmt fee of rents/HOA $SHW 15% of a paint job"  
[X Link](https://x.com/LCinvesting/status/1512966108139114505)  2022-04-10T01:30Z [----] followers, [---] engagements


"$VACN transcripts from Q3 [----] re: [----] visibility as theyre often seen as a leading indicator: extraordinary growth expanding capacity + our customers $LRCX $AMAT are seeing robust continued demand to its true that the semiconductor industry is very very short term"  
[X Link](https://x.com/LCinvesting/status/1520821335458463749)  2022-05-01T17:43Z [----] followers, [--] engagements


"1/ Fortuna Advisors on Serial Leaders: companies with the highest TSR over two successive 5yr periods 12-17 17-Feb [--]. Your fav compounder incl $ADBE $AMZN $CHE $FICO $LRCX $POOL $SHW $TDG $TMO $V"  
[X Link](https://x.com/LCinvesting/status/1526407969428103173)  2022-05-17T03:43Z [----] followers, [---] engagements


"11/ $CSU Constellation Software - ROIC - Net Revenue Growth - 75% of after-tax annual bonus must be invested in common shares with min four year escrow"  
[X Link](https://x.com/LCinvesting/status/1554468309478801411)  2022-08-02T14:05Z [----] followers, [--] engagements


"12/ $WSO Watsco - Unique structure in that restricted share awards cliff-vest toward the end of an employees career (usually age [--] or older). Presidents annual cash bonus incentives provide insight into the metrics they focus on"  
[X Link](https://x.com/LCinvesting/status/1554468312205213696)  2022-08-02T14:05Z [----] followers, [--] engagements


"1/ Waste sector getting hit on OCC pricing concerns. OCC pricing is inherently volatile. Pandemic effects led to record OCC pricing after all-time lows for most of [----] averaging around $25/ton for the latter half of that year. $WCN $RSG $WM $GFL"  
[X Link](https://x.com/LCinvesting/status/1578059722573451264)  2022-10-06T16:28Z [----] followers, [--] engagements


"RBC Waste Sector key themes $WCN $WM $RSG $GFL"  
[X Link](https://x.com/LCinvesting/status/1592520336041709568)  2022-11-15T14:10Z [----] followers, [--] engagements


"Artisan on secular trend of increasing industrial process innovation: $FTV $KYCCF $NOVT $TDY"  
[X Link](https://x.com/LCinvesting/status/1596889954655035394)  2022-11-27T15:33Z [----] followers, [--] engagements


"Canadian software consolidators FCF/s growth over past [--] years $CSU $DSG $ENGH $GIB $OTEX"  
[X Link](https://x.com/LCinvesting/status/1613174878471090178)  2023-01-11T14:03Z [----] followers, [----] engagements


"$ISRG competitors (2020)"  
[X Link](https://x.com/LCinvesting/status/1624563126883459082)  2023-02-12T00:16Z [----] followers, [----] engagements


"Q1 [----] Portfolio $ATD $WCN $CSU $EW $EPAM YTD: +11.3%"  
[X Link](https://x.com/LCinvesting/status/1642175407570006016)  2023-04-01T14:41Z [----] followers, 17.1K engagements


"US average tipping fee increased 8% in [----] $WCN $RSG"  
[X Link](https://x.com/LCinvesting/status/1675562052599832579)  2023-07-02T17:48Z [----] followers, [----] engagements


"US Fuel margins since [----] $ATD $CASY"  
[X Link](https://x.com/LCinvesting/status/1680294395197677568)  2023-07-15T19:12Z [----] followers, [----] engagements


"@DimitryNakhla $EW"  
[X Link](https://x.com/LCinvesting/status/1706677172738428947)  2023-09-26T14:28Z [----] followers, [---] engagements


"$EW: Heart disease is the leading cause of death in the US yet there is no screening guideline for echocardiograms similar to colonoscopies or mammograms. Pilot programs with hospitals using AI to analyze ECG results + medical history proving patients are there and undertreated"  
[X Link](https://x.com/LCinvesting/status/1733881475961925946)  2023-12-10T16:08Z [----] followers, [----] engagements


"RBC on $WCN acquisition"  
[X Link](https://x.com/LCinvesting/status/1734370405790441961)  2023-12-12T00:31Z [----] followers, 11.9K engagements


"@psyopcapital Structural heart is basically $EW $MDT $ABT. Significant regulatory barriers to entry entrenched hospital/FDA relationships scale advantages across the board"  
[X Link](https://x.com/LCinvesting/status/1774110614312378762)  2024-03-30T16:25Z [----] followers, [----] engagements


"Q1 [----] Portfolio $CSU $ATD $WCN $EW $TDY YTD: 10.3%"  
[X Link](https://x.com/LCinvesting/status/1774798480109637712)  2024-04-01T13:58Z [----] followers, 13.8K engagements


"Some $TDY end market stats on [----] sales ($5.6B) based on public info: $650M Machine Vision $500M Marine $450M Space $450M Environmental $450M - Unmanned Systems (of $1.4B defense sales) $400M Healthcare $350M Test & Measurement $180M Commercial aerospace"  
[X Link](https://x.com/LCinvesting/status/1775586783616541002)  2024-04-03T18:10Z [----] followers, [----] engagements


"Moderate aortic stenosis intervention is one growth area for $EW $MDT. The debate for/against summarized below full article here: https://academic.oup.com/eurheartj/article-pdf/45/11/912/56975236/ehae050.pdf https://academic.oup.com/eurheartj/article-pdf/45/11/912/56975236/ehae050.pdf"  
[X Link](https://x.com/LCinvesting/status/1775629070451061151)  2024-04-03T20:58Z [----] followers, [---] engagements


"$EW comp plan - Organic revenue growth EPS FCF"  
[X Link](https://x.com/LCinvesting/status/1775898137439477993)  2024-04-04T14:48Z [----] followers, [----] engagements


"Q1 Waste sector acquisition spend $WCN $WM $RSG $GFL"  
[X Link](https://x.com/LCinvesting/status/1787681934241317193)  2024-05-07T03:12Z [----] followers, [----] engagements


"What's your current longest holding that's flat/underwater Bought $EW in Q1 [----] and now flat since then even though it's been +25% twice"  
[X Link](https://x.com/LCinvesting/status/1870153622861815866)  2024-12-20T17:05Z [----] followers, [----] engagements


"Lazard on $NDSN (2H23)"  
[X Link](https://x.com/LCinvesting/status/1870898420736786694)  2024-12-22T18:25Z [----] followers, [----] engagements


"Q4 [----] Portfolio $CSU $ATD $WCN $EW FY24: 17.2%"  
[X Link](https://x.com/LCinvesting/status/1875199682433163742)  2025-01-03T15:16Z [----] followers, 13.3K engagements


"Reason for $CSU share weakness Assuming $207MM capital deployed in Q4 RBC estimates revenue growth would slow from 22% 1H/FY24 to 17% 2H/FY24 and 13% 1H/FY25. Even so forecast growth is within the range of Constellation's 10-year historical growth (22% average 10-38% range)"  
[X Link](https://x.com/LCinvesting/status/1876654916888129891)  2025-01-07T15:39Z [----] followers, [----] engagements


"Waste majors: Decentralized operations/regional oligopolies high revenue visibility and resilience physical network effects and stringent regulations = barriers to entry CPI linked price escalators M&A runway still long. $WCN $GFL $RSG $WM"  
[X Link](https://x.com/LCinvesting/status/1876660241011716221)  2025-01-07T16:00Z [----] followers, 28.8K engagements


"@TheLAPurchaser @thatmoneylady Can you confirm word on the street $EW is a pile of dog shit zero. Thanks"  
[X Link](https://x.com/LCinvesting/status/1879877257726247357)  2025-01-16T13:03Z [----] followers, [---] engagements


"Q1 [----] Portfolio $CSU $WCN $ATD YTD: 1.6%"  
[X Link](https://x.com/LCinvesting/status/1909402004746608815)  2025-04-08T00:24Z [----] followers, 19.2K engagements


"Can only go back to [----] with TIKR but here are companies that have CAGR'd FCF/S and dividends 15% and revenues 10% $ATD $CSU $MA $HEI $JDG"  
[X Link](https://x.com/LCinvesting/status/1925974539088883833)  2025-05-23T17:58Z [----] followers, 21.1K engagements


"Q2 [----] Portfolio $CSU $WCN $ATD YTD: 1.2%"  
[X Link](https://x.com/LCinvesting/status/1940563494946197515)  2025-07-03T00:09Z [----] followers, [----] engagements


"Still running with the three amigos. Eyes on $FSV $CHE $DSY"  
[X Link](https://x.com/LCinvesting/status/1940563497366213059)  2025-07-03T00:09Z [----] followers, [----] engagements


"@stonkmetal Damn. I've been eyeing Dassault Systemes for a year but can't tell if AI is going to zero it. Cheapest it's been in a long while"  
[X Link](https://x.com/LCinvesting/status/1976421719486390679)  2025-10-09T22:57Z [----] followers, [---] engagements


"$HEI way to play all things space. Subsystem provider for defense contractors SpaceX Blue Origin Boeing. 3D PLUS subsidiary develops computer cores and memory already used in satellite data processing like OneWeb on Mars Rover etc"  
[X Link](https://x.com/LCinvesting/status/1998854344482107871)  2025-12-10T20:36Z [----] followers, [----] engagements


"$LVMH back to reality"  
[X Link](https://x.com/LCinvesting/status/1500134912707420161)  2022-03-05T15:43Z [----] followers, [---] engagements


"1/ What company IRs provide decade long annual breakdowns of financial metrics $ATD"  
[X Link](https://x.com/LCinvesting/status/1507358968439619597)  2022-03-25T14:09Z [----] followers, [---] engagements


"Judge's four pillars of the decentralized organic growth model $JDG"  
[X Link](https://x.com/LCinvesting/status/1920270066186060264)  2025-05-08T00:10Z [----] followers, [----] engagements


"Interested in $JDG down here but haven't pulled the trigger. Hoping Carrier volume declines impact $WSO this quarter for a more reasonable entry valuation"  
[X Link](https://x.com/LCinvesting/status/1975707688852975833)  2025-10-07T23:39Z [----] followers, [----] engagements


"@youngbloodcap @GianniDiMattia6 Its an Ontario thing. [---] Circle K have Tims in them from the [----] Esso acquisitions. Not sure when contracts are due for renewal but McD instead would be $. Circle Ks self-serve house blends are actually decent but not exactly a traffic driver =/"  
[X Link](https://x.com/LCinvesting/status/1495613693639417856)  2022-02-21T04:17Z [----] followers, [--] engagements


"Stretches of volatility in the portfolio keep me coming back to one theme: comfortability. I sleep easy with ATD CSU WCN and am holding long term regardless of bumps in the road. I feel the same about TDY. What are your most comfortable holdings"  
[X Link](https://x.com/LCinvesting/status/1846619935096676384)  2024-10-16T18:31Z [----] followers, [----] engagements

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