# ![@MoS_Investing Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1242445665369829377.png) @MoS_Investing Simon Handrahan | MOS Capital

Simon Handrahan | MOS Capital posts on X about stocks, $csu, investment, ai the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1242445665369829377/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1242445665369829377/c:line/m:interactions.svg)

- [--] Week [-------] +547%
- [--] Month [-------] +965%
- [--] Months [-------] +81%
- [--] Year [-------] -5.50%

### Mentions: [--] [#](/creator/twitter::1242445665369829377/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1242445665369829377/c:line/m:posts_active.svg)

- [--] Months [---] -47%
- [--] Year [---] +7.70%

### Followers: [------] [#](/creator/twitter::1242445665369829377/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1242445665369829377/c:line/m:followers.svg)

- [--] Week [------] +0.09%
- [--] Month [------] +0.58%
- [--] Months [------] +2.20%
- [--] Year [------] +6.60%

### CreatorRank: [------] [#](/creator/twitter::1242445665369829377/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1242445665369829377/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[stocks](/topic/stocks), [$csu](/topic/$csu), [investment](/topic/investment), [ai](/topic/ai), [money](/topic/money), [$csuto](/topic/$csuto), [$hsy](/topic/$hsy), [$goog](/topic/$goog), [$googl](/topic/$googl), [$atdto](/topic/$atdto)

**Top accounts mentioned or mentioned by**
[@paulcerro](/creator/undefined) [@ccmbrett](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@jerrycap](/creator/undefined) [@innocencecapit1](/creator/undefined) [@jggcdn](/creator/undefined) [@compoundpapi](/creator/undefined) [@crateringv](/creator/undefined) [@logicalthesis](/creator/undefined) [@mosinvesting](/creator/undefined) [@kairospraxis](/creator/undefined) [@ab1001disciple](/creator/undefined) [@stevewps](/creator/undefined) [@josephf35921078](/creator/undefined) [@stonkmetal](/creator/undefined) [@couchinvestor](/creator/undefined) [@bradocapital](/creator/undefined) [@cj0pp3l](/creator/undefined) [@pythiar](/creator/undefined) [@gorsk4023](/creator/undefined)

**Top assets mentioned**
[Hershey Co (HSY)](/topic/$hsy) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Copart, Inc. (CPRT)](/topic/$cprt) [PoolTogether (POOL)](/topic/$pool) [Brookfield Corporation (BN)](/topic/$bn) [Starbucks Corporation (SBUX)](/topic/$sbux) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Fastenal Company (FAST)](/topic/$fast) [PepsiCo, Inc. (PEP)](/topic/$pep) [Adobe, Inc. (ADBE)](/topic/$adbe) [Autozone Inc (AZO)](/topic/$azo) [Coca-Cola Co (KO)](/topic/$ko) [Apple, Inc. (AAPL)](/topic/$aapl) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [tBTC (TBTC)](/topic/$tbtc) [Texas Instruments (TXN)](/topic/$txn) [Decentral Games (DG)](/topic/$dg) [Canadian Pacific Railway (CP)](/topic/$cp) [Microsoft Corp. (MSFT)](/topic/$msft) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [British American Tobacco (BTI)](/topic/$bti) [S&P Global Inc (SPGI)](/topic/$spgi) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Costco Wholesale Corporation (COST)](/topic/costco) [Costco Hot Dog (COST)](/topic/$cost) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Iqvia Holdings Inc (IQV)](/topic/$iqv) [Mastercard, Inc. (MA)](/topic/$ma) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Waste Connections, Inc. (WCN)](/topic/$wcn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Check out my short initial write up on this small company and lemme know what you think PFB Corp (TSX:PFB) by @CrateringV #tsx #microcap #stocks $pfb #substack #fintwit https://margarineofsafety.substack.com/p/pfb-corp-tsxpfbr=f01ii&utm_campaign=post&utm_medium=web&utm_source=twitter https://margarineofsafety.substack.com/p/pfb-corp-tsxpfbr=f01ii&utm_campaign=post&utm_medium=web&utm_source=twitter"  
[X Link](https://x.com/MoS_Investing/status/1376329371678605312)  2021-03-29T00:24Z 10.9K followers, [--] engagements


"Is this old timey tech related company worth a deeper look Read my quick take on Vtech Holdings (VTKLF) by @CrateringV $vtklf #smallcap #stocks #ValueInvestor #WarrenBuffett #notbitcoin https://margarineofsafety.substack.com/p/vtech-holdings-vtklfr=f01ii&utm_campaign=post&utm_medium=web&utm_source=twitter https://margarineofsafety.substack.com/p/vtech-holdings-vtklfr=f01ii&utm_campaign=post&utm_medium=web&utm_source=twitter"  
[X Link](https://x.com/MoS_Investing/status/1382851060008648706)  2021-04-16T00:19Z 10.9K followers, [--] engagements


"An overpriced bag or a great thrift shop find $satlf #zozo #fashion #investing #stocks Zozo Inc. (SATLF) by @CrateringV https://margarineofsafety.substack.com/p/zozo-inc-satlfr=f01ii&utm_campaign=post&utm_medium=web&utm_source=twitter https://margarineofsafety.substack.com/p/zozo-inc-satlfr=f01ii&utm_campaign=post&utm_medium=web&utm_source=twitter"  
[X Link](https://x.com/MoS_Investing/status/1387827843447631873)  2021-04-29T17:55Z 10.8K followers, [--] engagements


"$atd.b alimentation couchetard ouie ouie A potential compounder or a serial acquirer that has had its day in the sun Have a read of my quick take on Alimentation Couche-Tard (ATD.B) by @CrateringV https://t.co/bjQZtX3yZq $ATD.B $ATD.A $ATD.TO #couchetard #circlek DISC. I own in my P.A. A potential compounder or a serial acquirer that has had its day in the sun Have a read of my quick take on Alimentation Couche-Tard (ATD.B) by @CrateringV https://t.co/bjQZtX3yZq $ATD.B $ATD.A $ATD.TO #couchetard #circlek DISC. I own in my P.A"  
[X Link](https://x.com/MoS_Investing/status/1410338652878782474)  2021-06-30T20:45Z 10.6K followers, [--] engagements


"@theretailbull dont know much about those (i mean i know what amazon is)"  
[X Link](https://x.com/MoS_Investing/status/1425892433418723329)  2021-08-12T18:50Z 10.8K followers, [--] engagements


"My largest holdings and why I own them in one sentence: Constellation Software $csu - Capital allocation and dual engine growth for a long time. Topicus $toi - Same as constellation software with a smaller base. 1/4"  
[X Link](https://x.com/MoS_Investing/status/1434302124159127561)  2021-09-04T23:47Z 10.6K followers, [--] engagements


"Alimentation Couchetard $atd.b - Fragmented market allowing continued growth at great prices for top notch C-store operators. Berkshire Hathaway $brk.b - Long term thinking culture with rock solid balance sheet and a diverse set of reliable good businesses. 2/4"  
[X Link](https://x.com/MoS_Investing/status/1434302126109466624)  2021-09-04T23:47Z 10.6K followers, [--] engagements


"is $bros dutch brothers moat simply its brand and maybe scale eventually if they grow into new regional markets will this brand go with it Its unknown in most of the US isnt it is there another moat"  
[X Link](https://x.com/MoS_Investing/status/1438168531447820291)  2021-09-15T15:51Z 10.8K followers, [--] engagements


"Looking for some weekend reading Here is a writeup on the attributes of great #serialacquirers like $csu $toi $jkhy $hei $tdg $hlma and more. Please retweet and subscribe to my free #substack for more 👇🏽 https://margarineofsafety.substack.com/p/serial-acquirers https://margarineofsafety.substack.com/p/serial-acquirers"  
[X Link](https://x.com/MoS_Investing/status/1454406326189232131)  2021-10-30T11:14Z 10.8K followers, [--] engagements


"$patk Patrick Industries acquisition into marine audio company with revenues around $55 million per year. They continue to do acquisitions expanding into the marine segments. https://www.prnewswire.com/news-releases/patrick-industries-inc-completes-acquisition-of-wet-sounds-inc-301412902.html https://www.prnewswire.com/news-releases/patrick-industries-inc-completes-acquisition-of-wet-sounds-inc-301412902.html"  
[X Link](https://x.com/MoS_Investing/status/1455346490759696390)  2021-11-02T01:30Z 10.5K followers, [--] engagements


"people loving $atd alimentation couchetard today"  
[X Link](https://x.com/MoS_Investing/status/1473344504669298689)  2021-12-21T17:27Z 10.5K followers, [--] engagements


"$atd Alimentation Couchetard is one of my largest holdings. It has been an example of an excellent capital allocation strategy working well in a very fragmented industry. See below for an earlier writeup on the business 👇🏽 https://www.marginofsafetyinvesting.com/p/alimentation-couche-tard-atdbr=f01ii&utm_campaign=post&utm_medium=web&utm_source=direct https://www.marginofsafetyinvesting.com/p/alimentation-couche-tard-atdbr=f01ii&utm_campaign=post&utm_medium=web&utm_source=direct"  
[X Link](https://x.com/MoS_Investing/status/1473345087358869512)  2021-12-21T17:30Z 10.6K followers, [--] engagements


"oil producers may be a good trade but they are generally still bad businesses. be careful"  
[X Link](https://x.com/MoS_Investing/status/1479822955571990529)  2022-01-08T14:31Z 10.8K followers, [--] engagements


"@livermore185 alimentation couchetard - on the tsx formerly had an a and a class share structure"  
[X Link](https://x.com/MoS_Investing/status/1487536409225437184)  2022-01-29T21:21Z 10.6K followers, [--] engagements


"very interesting read on the transition to EV charging that $atd alimentation couchetard will face over the coming years 4/ Worth the full read: https://t.co/a8BuUDrTP0 4/ Worth the full read: https://t.co/a8BuUDrTP0"  
[X Link](https://x.com/MoS_Investing/status/1510641407585034247)  2022-04-03T15:32Z 10.6K followers, [--] engagements


"Currently in the portfolio $csu.to $atd.to $toi.v $vhi.v $dntl.to $bti $spgi $adbe $mo $mco $vci $cprt $fast $dpz $leat $azo $xpel $dhr $tmo $we.v $meta $v"  
[X Link](https://x.com/MoS_Investing/status/1510765784271933442)  2022-04-03T23:46Z 10.4K followers, [--] engagements


"And a few names that I'm trying to learn more about: $glxz galaxy gaming $otcm otc markets $pool pool corp $cts.to converge technology solutions"  
[X Link](https://x.com/MoS_Investing/status/1510765786046124034)  2022-04-03T23:46Z 10.4K followers, [--] engagements


"14/ look out for more over the next few months Until then heres some of the smartest and interesting people on fintwit to follow that talk microcaps: @Investmentideen @frankinvesting @maxwellhouse99 @FocusedCompound @OlivierColombo @Tristanwaine"  
[X Link](https://x.com/MoS_Investing/status/1515679939378483203)  2022-04-17T13:13Z 10.8K followers, [--] engagements


"9/ $shw sherwan williams by @Finding_Moats https://findingmoatsinternational.substack.com/p/shwr=f01ii&utm_medium=ios https://findingmoatsinternational.substack.com/p/shwr=f01ii&utm_medium=ios"  
[X Link](https://x.com/MoS_Investing/status/1520717059281326081)  2022-05-01T10:49Z 10.4K followers, [--] engagements


"10/ $tsco tractor supply co. by @ValueStockGeek https://valuestockgeek.substack.com/p/tractor-supply-tscor=f01ii&utm_medium=ios https://valuestockgeek.substack.com/p/tractor-supply-tscor=f01ii&utm_medium=ios"  
[X Link](https://x.com/MoS_Investing/status/1520717060678037511)  2022-05-01T10:49Z 10.4K followers, [--] engagements


"11 $pool pool corp. https://www.marginofsafetyinvesting.com/p/pool-corporation-poolr=f01ii&s=w&utm_campaign=post&utm_medium=web&utm_source=direct https://www.marginofsafetyinvesting.com/p/pool-corporation-poolr=f01ii&s=w&utm_campaign=post&utm_medium=web&utm_source=direct"  
[X Link](https://x.com/MoS_Investing/status/1520717061814636545)  2022-05-01T10:49Z 10.4K followers, [--] engagements


"$atd Alimentation Couchetard EPS growth over the past decade 5X ⛽+ 🍱 🥤 =💰 Can buy today for 17x P/E"  
[X Link](https://x.com/MoS_Investing/status/1521657903631028225)  2022-05-04T01:08Z 10.6K followers, [--] engagements


"What business will almost certainly be around in [--] years AND doing basically the same thing that it does today"  
[X Link](https://x.com/MoS_Investing/status/1546207185176231937)  2022-07-10T18:58Z 10.8K followers, [---] engagements


"Microcap investing is almost certainly the best pond for the individual investor to fish in. There are many advantages that bigger investors and funds dont have🧵"  
[X Link](https://x.com/MoS_Investing/status/1599033303993962496)  2022-12-03T13:30Z 11.1K followers, [---] engagements


"@happyhr10 $adobe capital allocation is why i sold"  
[X Link](https://x.com/MoS_Investing/status/1616221860676378629)  2023-01-19T23:51Z 11K followers, [---] engagements


"😞 not good news for $csu.to"  
[X Link](https://x.com/MoS_Investing/status/1633924104146538496)  2023-03-09T20:13Z 11K followers, [--] engagements


"Portfolio Update and a review of changes. New: $AEP.V $BN $BAM $TBTC SOLD: $AZO $DPZ $ADBE $TOI.V Increased: $OTCM More discussion and detail here: 👇 https://open.substack.com/pub/margarineofsafety/p/portfolio-updatesr=f01ii&utm_campaign=post&utm_medium=web https://open.substack.com/pub/margarineofsafety/p/portfolio-updatesr=f01ii&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/MoS_Investing/status/1638547113431687168)  2023-03-22T14:24Z 10.9K followers, 41.2K engagements


"$pool on earnings call: We dont think that its a good idea for investors to focus on short term problems outside our control like weather when the long term value from the business fundamentals are intact *followed by [--] minutes of blaming every problem on the weather"  
[X Link](https://x.com/MoS_Investing/status/1649751856460058626)  2023-04-22T12:27Z 10.7K followers, 33.4K engagements


"🌍 $BN Brookfield is a global force in asset management with a focus on real estate infrastructure renewable power and private equity. Under CEO Bruce Flatt's leadership the company has grown through a commitment to integrity vision and wisdom"  
[X Link](https://x.com/MoS_Investing/status/1651377260912340992)  2023-04-27T00:06Z 10.6K followers, [----] engagements


"If your goal was to make 7% with the highest certainty for the next decade what would you buy"  
[X Link](https://x.com/MoS_Investing/status/1662578121797775366)  2023-05-27T21:54Z 10.9K followers, 45.4K engagements


"My latest is out now It's my take on $cprt. I break down some of the history the DNA that makes up this great business and look at the risks and tailwinds going forward. Link is in the tweet below. As always if you like it please share. Enjoy"  
[X Link](https://x.com/MoS_Investing/status/1662621208225914880)  2023-05-28T00:46Z 10.4K followers, [----] engagements


"1. Texas Instruments $txn"  
[X Link](https://x.com/MoS_Investing/status/1662889086762229762)  2023-05-28T18:30Z [----] followers, [--] engagements


"Fintwit being corralled by stock price movements"  
[X Link](https://x.com/MoS_Investing/status/1662914260534452224)  2023-05-28T20:10Z 10.8K followers, [----] engagements


"Sales push coming to $tbtc https://www.globenewswire.com/news-release/2023/05/31/2679756/0/en/TABLE-TRAC-INC-INITIATES-AGGRESSIVE-EXPANSION-PLAN.html https://www.globenewswire.com/news-release/2023/05/31/2679756/0/en/TABLE-TRAC-INC-INITIATES-AGGRESSIVE-EXPANSION-PLAN.html"  
[X Link](https://x.com/MoS_Investing/status/1664046744412254208)  2023-05-31T23:10Z 10.3K followers, [----] engagements


"Finally an accurate prediction of the future that we can all get behind. How do I make money on this You will die someday. You will die someday"  
[X Link](https://x.com/MoS_Investing/status/1667883742134784000)  2023-06-11T13:17Z 10.4K followers, [----] engagements


"M&A at $TMO"  
[X Link](https://x.com/MoS_Investing/status/1668382675583762432)  2023-06-12T22:20Z 10.4K followers, [----] engagements


"Investors buying $nvda"  
[X Link](https://x.com/MoS_Investing/status/1668387433069572096)  2023-06-12T22:38Z [----] followers, [--] engagements


"What are the best merger-arb ideas out there today"  
[X Link](https://x.com/MoS_Investing/status/1670082969589915651)  2023-06-17T14:56Z [----] followers, 12.5K engagements


"Been playing with Adobe Express - its pretty fun and easy 🤷♂ $adbe"  
[X Link](https://x.com/MoS_Investing/status/1671641277677355009)  2023-06-21T22:08Z 10.3K followers, [----] engagements


"Warren Buffett is often misunderstood as someone who never sells his stocks. The idea that he never sells is completely false. That being said as he has evolved with larger and larger capital to invest he has been on the hunt for the next inevitable like $ko and $aapl where he can compound his investment for long periods (decades) without needing to pay taxes on the capital gain or having to redeploy with potentially limited opportunities. #neversell"  
[X Link](https://x.com/MoS_Investing/status/1671966272257400845)  2023-06-22T19:39Z 10.3K followers, [----] engagements


"@JerryCap sold my $toi months ago cause im an idiot"  
[X Link](https://x.com/MoS_Investing/status/1673502277833830401)  2023-06-27T01:23Z 10.4K followers, [----] engagements


"@Dont_Dilute as in the recession takes longer to arrive than predicted its not like the recession is a project so im not sure it applies 🤷♂"  
[X Link](https://x.com/MoS_Investing/status/1674570351123079170)  2023-06-30T00:07Z [----] followers, [--] engagements


"i still prefer $atd but $casy is very good long term performer Gas stations can it really be a good business Well over the last [--] years $CASY has grown its revenue and EBIT at 11-12% CAGR. And over that same period Casey's stock returned roughly 9000% + dividends (). Let's take a deeper look at this business. 👇🧵 https://t.co/RnQoKweJ7t Gas stations can it really be a good business Well over the last [--] years $CASY has grown its revenue and EBIT at 11-12% CAGR. And over that same period Casey's stock returned roughly 9000% + dividends (). Let's take a deeper look at this business. 👇🧵"  
[X Link](https://x.com/MoS_Investing/status/1675879069819236352)  2023-07-03T14:48Z 10.3K followers, [----] engagements


"Name a rich person who got that way by being pessimistic"  
[X Link](https://x.com/MoS_Investing/status/1676022183087177730)  2023-07-04T17:55Z [----] followers, 132.5K engagements


"Be wary of anyone who has an opinion or explanation for everything"  
[X Link](https://x.com/MoS_Investing/status/1678126668169265153)  2023-07-09T19:39Z [----] followers, [----] engagements


"The average person thinks in these terms about personal financial risk. Its wild. 🤯"  
[X Link](https://x.com/MoS_Investing/status/1678132450914889728)  2023-07-10T16:36Z [----] followers, 11.9K engagements


"roller coaster chart"  
[X Link](https://x.com/MoS_Investing/status/1679110697337208832)  2023-07-12T12:49Z [----] followers, 37.5K engagements


"$pool inching back to 400$ unexpected 🤷♂"  
[X Link](https://x.com/MoS_Investing/status/1679158483126562817)  2023-07-12T15:59Z [----] followers, [--] engagements


"Always avoid fintwit faves (except $csu obviously)"  
[X Link](https://x.com/MoS_Investing/status/1679223975086366724)  2023-07-12T20:19Z 10.4K followers, [----] engagements


"$iq.v with some good results 😃"  
[X Link](https://x.com/MoS_Investing/status/1679628228485414917)  2023-07-13T23:05Z [----] followers, [----] engagements


"$fast is an amazing business. Results from Q2 seem to suggest things are doing quite well indeed. 👀 👇🏽"  
[X Link](https://x.com/MoS_Investing/status/1680204223311495168)  2023-07-15T13:14Z 10.4K followers, 14K engagements


"$pool A pool is the worst trade ever they cost over 100k to install they require constant maintenance and money they dont increase the value of your home and you can never recover your investment. Follow me for more tips on how to waste money.😂 A pool is the worst trade ever they cost over 100k to install they require constant maintenance and money they dont increase the value of your home and you can never recover your investment. Follow me for more tips on how to waste money.😂"  
[X Link](https://x.com/MoS_Investing/status/1681080600097341441)  2023-07-17T23:17Z 10.3K followers, [----] engagements


"$pool came into [----] with expectations of very poor performance. The stock is up 22%. Expectations and the deviations from these are what drive short term price movements. If you hold a stock for less than a couple years the importance of business performance is secondary to what the market is expecting. Good luck figuring all that out consistently. Thats a hard game"  
[X Link](https://x.com/MoS_Investing/status/1682730622937096192)  2023-07-22T12:33Z 10.4K followers, 11.2K engagements


"@burnrcapital @Sankaty_Head yup thats understood. building out the base of existing pools is very good for the better segments of $pool business that is reoccuring (maintenance and upgrades)"  
[X Link](https://x.com/MoS_Investing/status/1682735175464001536)  2023-07-22T12:51Z [----] followers, [--] engagements


"$spgi on some global energy transition and the impact it could have mid to long term 👇🏽"  
[X Link](https://x.com/MoS_Investing/status/1683241462073376770)  2023-07-23T22:23Z 10.4K followers, [----] engagements


"3/ This might sound alarming but in certain business models negative working capital is not only sustainable but it can also be a sign of a highly efficient operation. It essentially means that customers fund the business operations and growth"  
[X Link](https://x.com/MoS_Investing/status/1683605524128972800)  2023-07-24T22:30Z [----] followers, [----] engagements


"4/ Heres how it works. A company with negative working capital receives payments from customers before it has to pay its suppliers. This scenario can create a self-funding business model which can be incredibly attractive to investors"  
[X Link](https://x.com/MoS_Investing/status/1683605604013596674)  2023-07-24T22:30Z [----] followers, [----] engagements


"7/ Another example is Dell $DELL. In the past Dell received payments from customers for custom-built computers before it even paid its suppliers for the components giving Dell an influx of free cash flow"  
[X Link](https://x.com/MoS_Investing/status/1683605809471582209)  2023-07-24T22:31Z [----] followers, [--] engagements


"8/ In the airline industry companies often have negative working capital because customers pay for tickets in advance. Airlines like Southwest $LUV use this upfront cash to manage operations before they have to pay their expenses"  
[X Link](https://x.com/MoS_Investing/status/1683605867332087808)  2023-07-24T23:59Z [----] followers, [----] engagements


"Whats the one stock you should have bought but didnt Did you learn anything from it"  
[X Link](https://x.com/MoS_Investing/status/1685799385865539584)  2023-07-30T23:47Z 11K followers, 10.1K engagements


"$V is a helluva biz 🤯"  
[X Link](https://x.com/MoS_Investing/status/1686137716394639360)  2023-07-31T22:12Z 10.3K followers, 35.5K engagements


"$OTCM is a beautiful business. Wish I could have found it [--] years ago 😂"  
[X Link](https://x.com/MoS_Investing/status/1686140256188239873)  2023-07-31T22:22Z 10.9K followers, 14.2K engagements


"$spgi outlook for revenue and margins"  
[X Link](https://x.com/MoS_Investing/status/1686153268303376384)  2023-07-31T23:14Z 10.3K followers, [----] engagements


"Individual investors: why dont you invest in illiquid microcaps"  
[X Link](https://x.com/MoS_Investing/status/1686156526845657088)  2023-08-01T04:23Z [----] followers, 32.5K engagements


"$tmo seeing headwinds this year"  
[X Link](https://x.com/MoS_Investing/status/1686515670970703872)  2023-08-01T23:14Z 10.2K followers, [----] engagements


"$otcm Q2 Results - Operating margins compression w/ integration expenses of acquisitions - lower trading volumes outstripped pricing increases - acquisitions helping topline growth could be promising in the future for profits - No stock repurchases in the quarter - status quo for dividend"  
[X Link](https://x.com/MoS_Investing/status/1686890510122696704)  2023-08-03T00:03Z 10.9K followers, [----] engagements


"Why is $cprt doing a split"  
[X Link](https://x.com/MoS_Investing/status/1687573278397702144)  2023-08-04T21:16Z [----] followers, [----] engagements


"Buy stocks that go up. h/t @stratosphere_io 🙌"  
[X Link](https://x.com/MoS_Investing/status/1688560528434593792)  2023-08-07T14:39Z [----] followers, [----] engagements


"Whats one thing that doesnt work in investing but people still do"  
[X Link](https://x.com/MoS_Investing/status/1690118602005868544)  2023-08-11T21:50Z [----] followers, 27.4K engagements


"Brookfield $BN and their view of the real estate market and what the current opportunities will come from"  
[X Link](https://x.com/MoS_Investing/status/1690749029615853568)  2023-08-13T15:35Z [----] followers, 10.5K engagements


"@WeddelExp @RodAlzmann genuine question: why are they hated (i dont know anything about the industry)"  
[X Link](https://x.com/MoS_Investing/status/1690773702365806592)  2023-08-13T17:13Z [----] followers, [---] engagements


"$penn shareholders:"  
[X Link](https://x.com/MoS_Investing/status/1690809140522647552)  2023-08-13T19:34Z [----] followers, [--] engagements


"$tbtc penny divy announcement 📣"  
[X Link](https://x.com/MoS_Investing/status/1691206120310726656)  2023-08-14T21:52Z 10.4K followers, [----] engagements


"@PhillipsRelic $dg is interesting"  
[X Link](https://x.com/MoS_Investing/status/1691227870159323136)  2023-08-14T23:18Z [----] followers, [---] engagements


"@Lion_Investor1 thank you"  
[X Link](https://x.com/MoS_Investing/status/1692339147434856851)  2023-08-18T00:54Z [----] followers, [---] engagements


"I have personally never been to a costco $cost and do not have any aspirations to do so"  
[X Link](https://x.com/MoS_Investing/status/1692941575142162601)  2023-08-19T16:48Z 10.2K followers, [----] engagements


"@RebelCopilot @chriswmayer @FundasyInvestor @compound248 @InnocenceCapit1 @QCompounding havent done enough work to have much of an opinion"  
[X Link](https://x.com/MoS_Investing/status/1692971774210695435)  2023-08-19T18:48Z [----] followers, [---] engagements


"@W_Scott_Griffin $bn owns literal toll roads and pipelines (among other critical infrastructure) all the rails $cp $cn $brk etc. telecoms $amt"  
[X Link](https://x.com/MoS_Investing/status/1693220142149198047)  2023-08-20T11:15Z [----] followers, [----] engagements


"@AJButton2 big fan of bruce but his performance and engine he built for capital allocation pales in comparison to mark leonards. $csu performance has actually outperformed $brk if you compare them from t=0 (when buff took over and when csu was listed)"  
[X Link](https://x.com/MoS_Investing/status/1693221160954089850)  2023-08-20T11:19Z [----] followers, [----] engagements


"What industry is going through a secular reduction in supply"  
[X Link](https://x.com/MoS_Investing/status/1693344157819920451)  2023-08-20T19:28Z [----] followers, 42.4K engagements


"When you learn you have been paying for your in-laws netflix $nflx account this whole time"  
[X Link](https://x.com/MoS_Investing/status/1694873425565700394)  2023-08-25T00:44Z [----] followers, [--] engagements


"good news for csi holders"  
[X Link](https://x.com/MoS_Investing/status/1695387959313269158)  2023-08-26T10:49Z [----] followers, [--] engagements


"@CloudCompounder dang inflation"  
[X Link](https://x.com/MoS_Investing/status/1695594041822347430)  2023-08-27T00:28Z [----] followers, [--] engagements


"@DevinLaSarre on $csu benefit from $bki and $ice deal 👇🏽"  
[X Link](https://x.com/MoS_Investing/status/1695919513299022023)  2023-08-27T22:01Z 10.4K followers, [---] engagements


"Akre Capital Management on what actually makes compounding in the stock market difficult. Hint: its not math and DCFs"  
[X Link](https://x.com/MoS_Investing/status/1696547973923008554)  2023-08-29T15:38Z [----] followers, 93.4K engagements


"A truly great business as defined by Warren Buffett:"  
[X Link](https://x.com/MoS_Investing/status/1696864562237095945)  2023-08-30T12:36Z [----] followers, [----] engagements


"What businesses would require terrible management in order to lose money"  
[X Link](https://x.com/MoS_Investing/status/1697025666602959260)  2023-08-30T23:17Z [----] followers, [----] engagements


"@JimmyDaGreek76 $dg"  
[X Link](https://x.com/MoS_Investing/status/1697207054170050660)  2023-08-31T11:17Z [----] followers, [---] engagements


"Does anyone really believe that this is a permanent problem for $dg"  
[X Link](https://x.com/MoS_Investing/status/1697273739539284338)  2023-08-31T15:42Z [----] followers, 19.3K engagements


"@JosephF35921078 @DPalmer2013 works better if you just restrict access to the stores themselves like luxury shops. then it creates an allure 😆"  
[X Link](https://x.com/MoS_Investing/status/1697348439741178074)  2023-08-31T20:39Z [----] followers, [--] engagements


"@evfcfaddict unfortunately you are right. it takes time to know. somehow it doesnt stop the feeling 😝"  
[X Link](https://x.com/MoS_Investing/status/1697584199983611961)  2023-09-01T12:16Z [----] followers, [--] engagements


"The only appropriate response to economic and stock market forecasts @ValueStockGeek"  
[X Link](https://x.com/MoS_Investing/status/1697639503597277496)  2023-09-01T15:56Z [----] followers, [----] engagements


"Marc Casper Chairman/President/CEO of Thermo Fisher $TMO on the transformation from product innovation to service to empower the customer"  
[X Link](https://x.com/MoS_Investing/status/1697985389204476115)  2023-09-02T14:50Z 10.3K followers, [----] engagements


"What is the best investment related idea you ever heard that has changed how you think about investing Mine is probably the idea of the coffee can approach that I first heard from @chriswmayers [---] bagger book. Although I dont actually practice this strategy it has really shifted my thinking about buying/selling"  
[X Link](https://x.com/MoS_Investing/status/1697988974097121769)  2023-09-02T15:04Z [----] followers, 12.8K engagements


"Celebrating the long weekend with a milestone for me. Thanks to everyone who has supported and subscribed/read my investing content. 🙏 In the vein of this long term project Ive taken the paywall off of the $bn Brookfield Corp writeup playing long term games. Ill be testing out a podcast idea over the next few months so stay tuned for more on that front and lookout for more written content too 🎉 Have a great long weekend 🎉"  
[X Link](https://x.com/MoS_Investing/status/1698014377796895112)  2023-09-02T16:45Z 10.6K followers, [----] engagements


"What are the industries that have changed the least in the last 50-100 years Railroads"  
[X Link](https://x.com/MoS_Investing/status/1698477798174720208)  2023-09-03T23:27Z [----] followers, [----] engagements


"@CDInewsletter @JosephF35921078 as someone who grew up in the country i can promise you that there arent just jobs anywhere. i agree that some people should likely choose to move but its not ever that simple. i think you are seeing it to some extent but its marginal"  
[X Link](https://x.com/MoS_Investing/status/1698811462230147266)  2023-09-04T21:33Z [----] followers, [---] engagements


"$tbtc taking market share from a competitor"  
[X Link](https://x.com/MoS_Investing/status/1700267789758709927)  2023-09-08T22:00Z [----] followers, [----] engagements


"@IFB_podcast @Invesquotes @Giuliano_Mana @stonkmetal my $txn writeup is slightly dated but still very much relevant regarding the fundamental long term business model"  
[X Link](https://x.com/MoS_Investing/status/1700510701217890517)  2023-09-09T14:05Z [----] followers, [---] engagements


"I invest so that I can gain independence and control of my time. Whats your reason"  
[X Link](https://x.com/anyuser/status/1700564859849453924)  2023-09-09T17:40Z [--] followers, [----] engagements


"@capital_aloc @lululemon @TheBreakers"  
[X Link](https://x.com/MoS_Investing/status/1700610071615418714)  2023-09-09T20:40Z [----] followers, [--] engagements


"@TheLoneWolf58 this is my fave 😂"  
[X Link](https://x.com/MoS_Investing/status/1700867390089654632)  2023-09-10T13:42Z [----] followers, [--] engagements


"In case anyone interested in $csu was hiding in a cave and didnt know this"  
[X Link](https://x.com/MoS_Investing/status/1702820659003306424)  2023-09-15T23:04Z [----] followers, [--] engagements


"long term investors waiting [--] months to double their advantage"  
[X Link](https://x.com/MoS_Investing/status/1703009492005269774)  2023-09-16T11:34Z [----] followers, [--] engagements


"@catdad88 @BryanGreenbaum no one is suggesting the capital taking the largest portion of financial risk shouldnt reap most of the rewards 🤷♂"  
[X Link](https://x.com/MoS_Investing/status/1703105011301904641)  2023-09-16T17:54Z [----] followers, [--] engagements


"@heartwarmedd best nike commercial ever"  
[X Link](https://x.com/MoS_Investing/status/1703215163904549357)  2023-09-17T01:11Z [----] followers, [---] engagements


"stocks go down sometimes 🤷♂"  
[X Link](https://x.com/MoS_Investing/status/1705375563010167049)  2023-09-23T00:16Z [----] followers, [---] engagements


"Listening to Jeremy Grantham is bad for long term returns. He is super smart and a great speaker. This will cabbage up your brain"  
[X Link](https://x.com/MoS_Investing/status/1705586392003149893)  2023-09-23T14:14Z [----] followers, [----] engagements


"Price multiples are often used for quick reference to valuations. The one that isnt used enough in my opinion is price to sales. P/S (or EV/S) can be a great way to double check your thoughts on value for some businesses. If the business has well established industry relationships and value chains gross and operating margins and sales growth may be somewhat understood over a longer period while earnings may vary considerably quarterly and yearly. Sometimes businesses look incredibly cheap or expensive on a [--] month earnings basis but this can be very misleading when there are many moving"  
[X Link](https://x.com/MoS_Investing/status/1706287930866651433)  2023-09-25T12:41Z [----] followers, [----] engagements


"My main takeaway from a conversation with @CDInewsletter this morning: Do I want to sound smart or do I want to make money A simple yet deeply important thought. Catch our full conversation on the next podcast episode coming out soon. Link in bio to signup"  
[X Link](https://x.com/MoS_Investing/status/1706683885470273538)  2023-09-26T14:55Z [----] followers, [----] engagements


"Good time to look for opportunities in the stock markets although not extreme sentiment yet"  
[X Link](https://x.com/MoS_Investing/status/1707030210942586946)  2023-09-27T13:51Z [----] followers, [----] engagements


"The average person doesnt care in the slightest about your investment thesis"  
[X Link](https://x.com/MoS_Investing/status/1707385101837881496)  2023-09-28T13:21Z [----] followers, [----] engagements


"Noticed some high quality businesses starting to fall in price towards reasonable price. $evo $hsy $adyen are three at top of mind. Will write a quick note soon"  
[X Link](https://x.com/MoS_Investing/status/1708555094239641971)  2023-10-01T18:50Z [----] followers, [----] engagements


"Performance plans for $BN Brookfield Corp"  
[X Link](https://x.com/MoS_Investing/status/1709574285004505537)  2023-10-04T14:20Z 10.6K followers, [----] engagements


"@ftr_investors @7LukeHallard @AdamosHad @AITechInvesting @BrianFeroldi @Couch_Investor @EugeneNg_VCap @FromValue @InvestInAssets @TickerSymbolYOU @Beth_Kindig I own visa $v"  
[X Link](https://x.com/MoS_Investing/status/1709574649309241692)  2023-10-04T14:22Z [----] followers, [---] engagements


"@evfcfaddict im holding a small position in $leat. i bought when it was a bit expensive in hindsight. still looks attractive to me"  
[X Link](https://x.com/MoS_Investing/status/1710664003314237682)  2023-10-07T14:30Z 11K followers, [---] engagements


"So everyone is going to be on weight loss drugs and is never going to eat snacks consume sugar or drink alcohol anymore"  
[X Link](https://x.com/MoS_Investing/status/1711492351363891241)  2023-10-09T21:22Z [----] followers, [----] engagements


"Durable dividend yield and dividend growth selling off due to bond yields becoming attractive for income hunters these days or is it just me"  
[X Link](https://x.com/MoS_Investing/status/1711745162651611586)  2023-10-10T14:07Z [----] followers, [----] engagements


"$adyen went basically nowhere for [--] years as a stock 🥱 Meanwhile the business 🔥"  
[X Link](https://x.com/MoS_Investing/status/1715697776489644167)  2023-10-21T11:53Z [----] followers, 57.7K engagements


"Me watching $txn price fall"  
[X Link](https://x.com/MoS_Investing/status/1717338985029148881)  2023-10-26T00:34Z [----] followers, [----] engagements


"Whats a stock everyone thinks is lindy but is actually a turkey"  
[X Link](https://x.com/MoS_Investing/status/1718280908053037325)  2023-10-28T14:57Z [----] followers, [----] engagements


"History doesnt always repeat but it often rhymes The momentum of a strong market narrative is dangerously compelling even for analysts and investors who understand the risks involved. $csco $nvda"  
[X Link](https://x.com/MoS_Investing/status/1718288802299420941)  2023-10-28T15:29Z 10.3K followers, [----] engagements


"stocks are just so expensive meanwhile in small caps 🤩"  
[X Link](https://x.com/MoS_Investing/status/1719135280186200256)  2023-10-30T23:32Z [----] followers, 33.5K engagements


"My takeaway for halloween: kids are not on Ozempic. Should probably just buy $hsy and $pep"  
[X Link](https://x.com/MoS_Investing/status/1719526567238312152)  2023-11-01T01:27Z [----] followers, [----] engagements


"@BradoCapital $fast sold after a small gain. thought it was getting expensive and chased lower quality ideas. meanwhile the stock ripped"  
[X Link](https://x.com/MoS_Investing/status/1720223616082579546)  2023-11-02T23:37Z [----] followers, [----] engagements


"Most people dont realize that Buffetts version of paying up is like 15x normalized earnings for amazing businesses"  
[X Link](https://x.com/MoS_Investing/status/1720530293763842404)  2023-11-03T19:56Z 10K followers, 37.5K engagements


"@jesperkondrup my biggest realized return was a speculative bet on weed stocks during the mania in canada sometime in [----]. pure luck is the problem"  
[X Link](https://x.com/MoS_Investing/status/1721239743684399406)  2023-11-05T18:55Z 10.8K followers, [--] engagements


"@TreyHenninger @offtherunbonds @cromwellc its all relative but it seems like it has a p/e just under the s&p500. its better than that index. 🤷♂"  
[X Link](https://x.com/MoS_Investing/status/1722413290343530964)  2023-11-09T00:38Z [----] followers, [---] engagements


"The year is [----]. Aware that Ozempic is widely available and effective for weight loss skinny and obese people everywhere are consuming chocolate at record rates. $HSY is able to continuously raise price while volumes increase. They now have a market cap over [---] billion USD"  
[X Link](https://x.com/MoS_Investing/status/1724212597438697482)  2023-11-13T23:48Z [----] followers, [----] engagements


"@Quartr_App @mjmauboussin @CCM_Ryan @TSOH_Investing @patientinvestt @Quality_stocksA @FundasyInvestor @Giuliano_Mana @Stock_Opine it was probably a mistake when i sold $azo"  
[X Link](https://x.com/MoS_Investing/status/1724548974617469136)  2023-11-14T22:04Z [----] followers, [---] engagements


"$cprt on total loss frequency and pricing. Normalizing"  
[X Link](https://x.com/MoS_Investing/status/1725881536073908621)  2023-11-18T14:19Z 10.3K followers, [----] engagements


"The simplest expression of the long term tailwinds for $cprt"  
[X Link](https://x.com/MoS_Investing/status/1725882271515754946)  2023-11-18T14:22Z [----] followers, [---] engagements


"$cprt growth in related verticals (non-passenger vehicles etc.)"  
[X Link](https://x.com/MoS_Investing/status/1725882923922919874)  2023-11-18T14:25Z [----] followers, [---] engagements


"BeWhere Holdings $bew.v decent results for a relatively low valuation. Investing in r&d cash on hand. Recurring revenue growth more than overall may result in margin expansion"  
[X Link](https://x.com/MoS_Investing/status/1727131298979008807)  2023-11-22T01:06Z [----] followers, [----] engagements


"@1MainCapital @Namajapa this doesnt make sense. you are suggesting markets can assess leverage properly but lack of leverage incorrectly"  
[X Link](https://x.com/MoS_Investing/status/1727306807046271451)  2023-11-22T12:43Z [----] followers, [---] engagements


"You are allowed to invest in both growth and value"  
[X Link](https://x.com/MoS_Investing/status/1727711727683301843)  2023-11-23T15:32Z [----] followers, [----] engagements


"Should people writing about investing and individual stocks be transparent about how much money they have invested (absolute value not just percentage allocation)"  
[X Link](https://x.com/MoS_Investing/status/1728087161902100628)  2023-11-24T16:24Z [----] followers, [----] engagements


"@extremesb *billion"  
[X Link](https://x.com/MoS_Investing/status/1728824277070467087)  2023-11-26T17:13Z [----] followers, [---] engagements


"@DakotasTwits"  
[X Link](https://x.com/MoS_Investing/status/1730352470956589492)  2023-11-30T22:25Z [----] followers, [----] engagements


"Picking individual stocks is probably the most arrogant game in the world. I love it"  
[X Link](https://x.com/MoS_Investing/status/1730765574878146802)  2023-12-02T01:47Z [----] followers, 12.1K engagements


"@long_equity $txn"  
[X Link](https://x.com/MoS_Investing/status/1731300443467264021)  2023-12-03T13:12Z [----] followers, [---] engagements


"Been thinking a lot about $txn lately"  
[X Link](https://x.com/MoS_Investing/status/1731354539322720723)  2023-12-03T16:47Z [----] followers, [----] engagements


"What is the best sign of brand value in a product Examples"  
[X Link](https://x.com/MoS_Investing/status/1731847998194225654)  2023-12-05T01:28Z [----] followers, [----] engagements


"@RMW_Allocator i am torn about this one. everyone knows kleenex but it isnt a valuable brand because of this. but i think theres examples where this is true. google fico score coke"  
[X Link](https://x.com/MoS_Investing/status/1731861268233900257)  2023-12-05T02:21Z [----] followers, [--] engagements


"@BRuss008 its amazing how they can limit supply and still grow. the secondary market is a good indicator it seems and ferrari is a good example"  
[X Link](https://x.com/MoS_Investing/status/1733511235662970983)  2023-12-09T15:37Z [----] followers, [---] engagements


"@long_equity $fast"  
[X Link](https://x.com/MoS_Investing/status/1733616200008003737)  2023-12-09T22:34Z [----] followers, [----] engagements


"@Giuliano_Mana @atmosinvest @Moonlight_Inv @CJ0pp3l @hourglassnetwrk added the couple i wasnt earlier. thanks for the recommendations always looking to improve the network"  
[X Link](https://x.com/MoS_Investing/status/1733643872150913465)  2023-12-10T00:24Z [----] followers, [---] engagements


"Consumer staples energy utilities are the only sectors still below [---] day moving averages. Anyone thinking this isnt a bull market has their eyes closed and fingers in their ears"  
[X Link](https://x.com/MoS_Investing/status/1733833574455841064)  2023-12-10T12:58Z [----] followers, [----] engagements


"@MikeFritzell lol experts"  
[X Link](https://x.com/MoS_Investing/status/1733839680884412806)  2023-12-10T13:22Z [----] followers, [---] engagements


"Terminal value plays a pivotal role in long-term investment strategies acting as the financial compass that guides investors through the labyrinth of market uncertainties. Mathematically it serves as the perpetual cash flow engine that encapsulates future earnings beyond the explicit forecast period. The discounted cash flow (DCF) model a bedrock of valuation underscores this by assigning significant weight to the terminal value. Analogously terminal value is akin to the culmination of a marathon where the ultimate reward isn't just in the initial strides but in the sustained momentum that"  
[X Link](https://x.com/MoS_Investing/status/1733875610223517806)  2023-12-10T15:45Z [----] followers, [----] engagements


"What is currently a subscription model that shouldnt be"  
[X Link](https://x.com/MoS_Investing/status/1733915645077549343)  2023-12-10T18:24Z 10.4K followers, [----] engagements


"If you are smarter than most of the people you surround yourself with then get new (smarter) friends. If you associate with low integrity people Im not sure theres any saving you"  
[X Link](https://x.com/MoS_Investing/status/1733950316360425645)  2023-12-10T20:42Z [----] followers, [----] engagements


"Super smart people being bad at investing is quite stunning to watch"  
[X Link](https://x.com/MoS_Investing/status/1734743565966663915)  2023-12-13T01:14Z [----] followers, [----] engagements


"@LeveragedLayman have you heard of constellation software"  
[X Link](https://x.com/MoS_Investing/status/1735443385563926940)  2023-12-14T23:35Z [----] followers, [--] engagements


"Whats your most controversial [----] stock market prediction"  
[X Link](https://x.com/anyuser/status/1736541924138373484)  2023-12-18T00:20Z [--] followers, [----] engagements


"@Youngcompunder wow yup thats controversial alright. any particular reason"  
[X Link](https://x.com/MoS_Investing/status/1736544221681627562)  2023-12-18T00:29Z [----] followers, [---] engagements


"Is there a group worse at their job than stock market forecasters"  
[X Link](https://x.com/MoS_Investing/status/1736905541773820387)  2023-12-19T00:25Z [----] followers, [----] engagements


"@MrNOPAT unemployment and inflation"  
[X Link](https://x.com/MoS_Investing/status/1736918422720516426)  2023-12-19T01:16Z [----] followers, [--] engagements


"@marketplunger1 i assume everyone currently feels this way"  
[X Link](https://x.com/anyuser/status/1737296433047367779)  2023-12-20T02:18Z [--] followers, [---] engagements


"@Bucketshop_Bill @sidecarcap any thoughts on future dilution"  
[X Link](https://x.com/MoS_Investing/status/1737874777355042959)  2023-12-21T16:36Z [----] followers, [--] engagements


"@o_li_vi_err depends on your time frame. its what has allowed him to take advantage of the opportunities when everyone else has no capital to deploy in the past. we cant know the future so the extent of the drag cant be measured going forward"  
[X Link](https://x.com/MoS_Investing/status/1738230567416848868)  2023-12-22T16:10Z [----] followers, [---] engagements


"@FiSurgi *a dodge is unreliable"  
[X Link](https://x.com/MoS_Investing/status/1738893083348009092)  2023-12-24T12:03Z [----] followers, [---] engagements


"@Invesquotes excellent answer. very few true luxury brands is what im hearing"  
[X Link](https://x.com/MoS_Investing/status/1738915683113619471)  2023-12-24T13:33Z [----] followers, [----] engagements


"@Invesquotes merry christmas to you as well leandro"  
[X Link](https://x.com/MoS_Investing/status/1738916906415903139)  2023-12-24T13:37Z [----] followers, [---] engagements


"Is there anything worse than a sum of the parts investment thesis"  
[X Link](https://x.com/MoS_Investing/status/1739012804160491665)  2023-12-24T19:58Z [----] followers, 47.9K engagements


"@BrockHBriggs not to be a creep but i have the same pjs 😂 merry christmas dude"  
[X Link](https://x.com/MoS_Investing/status/1739077694858440763)  2023-12-25T00:16Z [----] followers, [---] engagements


"It is now time for the time-honoured tradition. Die hard __ a Christmas movie"  
[X Link](https://x.com/anyuser/status/1739442764750676384)  2023-12-26T00:27Z [--] followers, [----] engagements


"Probably should own more $otcm"  
[X Link](https://x.com/MoS_Investing/status/1739691244823978190)  2023-12-26T16:54Z 10.9K followers, [----] engagements


"growth is decent and its an extremely asset light business with float and lots of recurring revenue and no real competition. durability of that growth is long and they can raise prices slowly for a long time too. paying 20x or something like that seems like a more than price to me. depends what you want it wont triple in a year either in terms of stock price"  
[X Link](https://x.com/anyuser/status/1739734170870382915)  2023-12-26T19:45Z [--] followers, [---] engagements


"When I listened to an interview of CEO of $tmg.v the only takeaway was the business quality is mediocre at best and the intent is to grow it enough to sell it to an acquirer. Probably a good plan but a pass for me. Why am I wrong cc: @JGGCDN @WolfOfOakville @DakotasTwits @PaulAndreola"  
[X Link](https://x.com/anyuser/status/1739761944960143527)  2023-12-26T21:35Z [--] followers, [----] engagements


"Anybody own $rwwi out there"  
[X Link](https://x.com/MoS_Investing/status/1740455219023041003)  2023-12-28T19:30Z 10.8K followers, [----] engagements


"@d_schau i was definitely not a millionaire when i was [--]. but some people are already or saying they hop to be by [--]. perhaps some of my followers are rich teenage youtubers or heirs to colgate magnates 😆"  
[X Link](https://x.com/anyuser/status/1740456065274118262)  2023-12-28T19:33Z [--] followers, [---] engagements


"@JimmyDaGreek76 $v"  
[X Link](https://x.com/anyuser/status/1740456360322764801)  2023-12-28T19:35Z [--] followers, [---] engagements


"The truth is people want shorter not longer stock pitches. Actionable ideas not deep dives"  
[X Link](https://x.com/MoS_Investing/status/1740557110952525968)  2023-12-29T02:15Z [----] followers, 25.5K engagements


"What I want to do for my stock portfolio in [----] is sell the bottom performing businesses and concentrate further into the better performing businesses (other than $csu which is already close to half the total). Other than that I want to only add one or two stocks max. Whats your plan"  
[X Link](https://x.com/MoS_Investing/status/1740777101676990588)  2023-12-29T16:49Z [----] followers, [----] engagements


"In my opinion stock pickers are overly focused on finding a large number of ideas instead of a few glorious no brainers. I include myself in this"  
[X Link](https://x.com/MoS_Investing/status/1740785596279537967)  2023-12-29T17:23Z [----] followers, 13.7K engagements


"$pool over 400$"  
[X Link](https://x.com/MoS_Investing/status/1740817370946625647)  2023-12-29T19:29Z [----] followers, [----] engagements


"@FiSurgi honda odyssey"  
[X Link](https://x.com/anyuser/status/1740867569475547267)  2023-12-29T22:49Z [--] followers, [--] engagements


"The year is [----] the US stock market has returned X% a year for the past decade. The best performing stocks have been Y. Post X and Y below 👇🏽"  
[X Link](https://x.com/MoS_Investing/status/1741150576488960204)  2023-12-30T17:33Z [----] followers, [----] engagements


"@microcapmindset to each their own. i just think readers arent interested in a book arriving in their email explaining how great every irrelevant operating segment of amazon is. they want something interesting different or actionable. if they wanted the 10-k they would read it themselves 😆"  
[X Link](https://x.com/anyuser/status/1741193143926624363)  2023-12-30T20:22Z [--] followers, [---] engagements


"@CCM_Brett interesting how quickly markets perception changes. you listed hershey last time. how many would agree now"  
[X Link](https://x.com/MoS_Investing/status/1741286517392204083)  2023-12-31T02:33Z [----] followers, [----] engagements


"To anyone who has never been an employee anywhere ever before this is just how management speaks. This isnt $cost magic beans. Pure class from Costco management https://t.co/MINdHzNTPG Pure class from Costco management https://t.co/MINdHzNTPG"  
[X Link](https://x.com/MoS_Investing/status/1741427575778316350)  2023-12-31T11:54Z [----] followers, [----] engagements


"Whats your optimal net worth by [--] *Lets assume your residence is not a significant asset for simplicity"  
[X Link](https://x.com/MoS_Investing/status/1741525148526579722)  2023-12-31T18:22Z [----] followers, [----] engagements


"long $rwwi [--]. Gap between in-place infrastructure and required infrastructure will widen across the world. The global infrastructure gap is expected to hit $3 trillion with Asia seeing the most infrastructure investment in [----]. $WSP.TO $BIP $J $STN.TO $ADSK & $BSY [--]. Gap between in-place infrastructure and required infrastructure will widen across the world. The global infrastructure gap is expected to hit $3 trillion with Asia seeing the most infrastructure investment in [----]. $WSP.TO $BIP $J $STN.TO $ADSK & $BSY"  
[X Link](https://x.com/MoS_Investing/status/1741532920047616431)  2023-12-31T18:52Z 10.8K followers, [----] engagements


"long $cprt [--]. EV adoption continues - 1/4 of all vehicles sold are plug-in & 1/2 of those sales come from China. Whether electrical grids can handle them or no EVs are here to stay with China leading the way in both adoption & manufacturing. $TSLA $CATL $GM $F $GLEN $BYDDY $NIO [--]. EV adoption continues - 1/4 of all vehicles sold are plug-in & 1/2 of those sales come from China. Whether electrical grids can handle them or no EVs are here to stay with China leading the way in both adoption & manufacturing. $TSLA $CATL $GM $F $GLEN $BYDDY $NIO"  
[X Link](https://x.com/MoS_Investing/status/1741533070648295869)  2023-12-31T18:53Z 10.1K followers, [----] engagements


"@permastonks most people here either have no money arent into microcaps or wont allocate more than a couple percent to any given name. i dont make the rules bro 😆"  
[X Link](https://x.com/anyuser/status/1741559767007437003)  2023-12-31T20:39Z [--] followers, [---] engagements


"@SyedMoAhmed @sidecarcap @JerryCap irr targets"  
[X Link](https://x.com/anyuser/status/1741811253750669811)  2024-01-01T13:18Z [--] followers, [--] engagements


"Current Stock Portfolio Holdings going into 2024"  
[X Link](https://x.com/anyuser/status/1742022373065248792)  2024-01-02T03:17Z [--] followers, 22.8K engagements


"smaller holdings not labelled are all included here"  
[X Link](https://x.com/anyuser/status/1742022634563416131)  2024-01-02T03:18Z [--] followers, [----] engagements


"@benbakhshi $pep or $hsy"  
[X Link](https://x.com/anyuser/status/1742322275481759805)  2024-01-02T23:09Z [--] followers, [---] engagements


"@LogicalThesis i must have a tremendous audience if i can move $hsy 😂"  
[X Link](https://x.com/anyuser/status/1742329520194007157)  2024-01-02T23:38Z [--] followers, [---] engagements


"The best business is a royalty on the growth of others requiring little capital itself. Warren Buffett What is your version of this business Recency bias for me but $rwwi is an obvious example"  
[X Link](https://x.com/MoS_Investing/status/1743679255031021804)  2024-01-06T17:01Z 10.8K followers, 14.5K engagements


"@BusinessOfLife the vast majority is reselling autodesk"  
[X Link](https://x.com/anyuser/status/1743706756709048700)  2024-01-06T18:51Z [--] followers, [---] engagements


"they have a regional master agreement with autodesk. some scale would be required to compete and service/tech support would need to be developed to win customers. not sure switching is all that desirable if you are an existing client. the price is a function of autodesk pricing not the resellers profit"  
[X Link](https://x.com/MoS_Investing/status/1743731908888928539)  2024-01-06T20:30Z [----] followers, [---] engagements


"I remember when everyone loved $atz.to on here"  
[X Link](https://x.com/anyuser/status/1744512593652220033)  2024-01-09T00:13Z [--] followers, 13.2K engagements


"@Tintincapital you saying this just means we are years away from a top. we thank you for your support"  
[X Link](https://x.com/MoS_Investing/status/1744882326734024773)  2024-01-10T00:42Z [----] followers, [---] engagements


"@TidefallCapital probably both will do well but $atd buys back shares so market cap will be smaller long term. but i suppose csu is starting to spin out stuff too. either way imma just hold both"  
[X Link](https://x.com/anyuser/status/1745237125379895608)  2024-01-11T00:12Z [--] followers, [---] engagements

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