[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.] #  @Speedwell_LLC Speedwell Research Speedwell Research posts on X about $prm, $csu, $cprt, business the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1566586267915075584/interactions)  - X Week XXXXXX +24% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +58% - X Year XXXXXXXXX +206% ### Mentions: XX [#](/creator/twitter::1566586267915075584/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX +193% - X Year XXXXX +312% ### Followers: XXXXXX [#](/creator/twitter::1566586267915075584/followers)  - X Week XXXXXX +0.59% - X Month XXXXXX +1.70% - X Months XXXXXX +20% - X Year XXXXXX +59% ### CreatorRank: XXXXXXX [#](/creator/twitter::1566586267915075584/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXX% [currencies](/list/currencies) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [$prm](/topic/$prm) #60, [$csu](/topic/$csu) #4, [$cprt](/topic/$cprt) #76, [business](/topic/business) 8.96%, [csu](/topic/csu) #25, [ai](/topic/ai) 4.48%, [$fnd](/topic/$fnd) 4.48%, [insurance](/topic/insurance) #1099, [$tdg](/topic/$tdg) 2.99%, [ceo](/topic/ceo) XXXX% **Top accounts mentioned or mentioned by** [@joinyellowbrick](/creator/undefined) [@32amab](/creator/undefined) [@shivamkashan](/creator/undefined) [@qualitydivgro](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@invest091](/creator/undefined) [@max_katzenstein](/creator/undefined) [@matt_kolb_](/creator/undefined) [@sleepwellcap](/creator/undefined) [@raphisavitz](/creator/undefined) [@spicydealsfs](/creator/undefined) [@lesser_son](/creator/undefined) [@southernvalue95](/creator/undefined) [@timothybuffett](/creator/undefined) [@gnufs](/creator/undefined) **Top assets mentioned** [Perimeter Solutions, SA (PRM)](/topic/$prm) [Copart, Inc. (CPRT)](/topic/$cprt) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [NVIDIA Corp. (NVDA)](/topic/$nvda) [RH (RH)](/topic/$rh) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Metadium (META)](/topic/$meta) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Airbnb Inc (ABNB)](/topic/$abnb) [AppFolio, Inc. Class A (APPF)](/topic/$appf) [Spotify Technology (SPOT)](/topic/$spot) [Salesforce Inc (CRM)](/topic/salesforce) [4 (FOUR)](/topic/$four) ### Top Social Posts Top posts by engagements in the last XX hours "William-Sonoma retail director on the $RH competitive advantage: "I would say where RH has a competitive advantage would be in the experience that they're developing and also just the breadth of assortment that they are able to showcase in their show houses."" [X Link](https://x.com/Speedwell_LLC/status/1996275301341405547) 2025-12-03T17:48Z 10.1K followers, 2980 engagements "So much for my thesis (hope) $PRM would be down once people saw the accounting impact of the advisory shares" [X Link](https://x.com/Speedwell_LLC/status/1983908486603010356) 2025-10-30T14:46Z 10.1K followers, 3455 engagements "Perimeter Solutions CEO on their strategy. This is basically the Transdigm playbook but with the ability to move beyond one vertical. (Transdigm Found Nick Howley is the co-Chairman) $PRM $TDG" [X Link](https://x.com/Speedwell_LLC/status/1983939048931459441) 2025-10-30T16:48Z 10.1K followers, 5665 engagements "$PRM reported 3Q earnings and the stock is up +26% YTD $PRM is up +112% Find out what's driving their success in our latest business update below👇" [X Link](https://x.com/Speedwell_LLC/status/1984050790177063358) 2025-10-31T00:12Z 10.1K followers, 2176 engagements "$CSU is about XX% higher from when we first wrote our research report. BUT their valuation has compressed almost XX% since then. Free cash flow is up over XXX% The market is freaked out about AI risk but should you be Find out in our $CSU research report below 👇" [X Link](https://x.com/Speedwell_LLC/status/1986497846837977375) 2025-11-06T18:16Z 10.1K followers, 14.5K engagements "It is key to understand that for many business owners switching mission critical software is the equivalent to gambling the businesss livelihood if it doesnt work flawlessly. Why would you do that without a large and clear benefit $CSU" [X Link](https://x.com/Speedwell_LLC/status/1991118828814688588) 2025-11-19T12:18Z 10.1K followers, 5254 engagements "$PRM (The company Will Thorndike and Billionaire Nick Howley Co-Chair) on decentralization: On "the importance of decentralization to our operating model. Perimeter currently consists of multiple business units and we expect that number to grow through future acquisitions. Each of our business units operates independently with minimal integration at the corporate level. Our general managers have full autonomy to run their businesses and drive long-term performance. In turn they're held accountable to deliver results across each of our three operational value drivers. And finally they are" [X Link](https://x.com/Speedwell_LLC/status/1996917028423094709) 2025-12-05T12:18Z 10.1K followers, 2116 engagements "Former director at $FND sees existing home sales back to normal in a year: "I think that before we start to really feel the benefits of a tailwind it's got another year to XX months. Once that tailwind does come. they will be so uniquely positioned to take advantage of it that it'll be significant."" [X Link](https://x.com/Speedwell_LLC/status/1998004191889932430) 2025-12-08T12:18Z 10.1K followers, 1984 engagements "$PRM does stock repurchases the right way" [X Link](https://x.com/Speedwell_LLC/status/1963743459791032634) 2025-09-04T23:18Z 10.1K followers, 16.4K engagements "*New Podcast Dropped 🗣 🔺🔺🔺 🔹 $PRM +75% stock move & entrance into a new vertical 🔹 $CSU update 🔹 $CPRT out of favor 🔹 Key risk for $NVDA GPUs 🔹Some Fed Rates history Listen below 👇" [X Link](https://x.com/Speedwell_LLC/status/1966557186387259392) 2025-09-12T17:39Z 10.1K followers, 10.5K engagements "$PRM latest IMS acquisition is exceeding management's underwriting assumptions. They typically have IRR thresholds of 15%. Within X year revenues are exceeding their purchase price" [X Link](https://x.com/Speedwell_LLC/status/1968822004699607086) 2025-09-18T23:38Z 10.1K followers, 2951 engagements "All of the reasons not to do M&A as summarized by TransDigm $TDG" [X Link](https://x.com/Speedwell_LLC/status/1971993838756499928) 2025-09-27T17:42Z 10.1K followers, 11.4K engagements "$PRM reported earnings and the stock is up XX% Full update out later Check out our sample report on them below in the meantime time" [X Link](https://x.com/Speedwell_LLC/status/1983898857860952112) 2025-10-30T14:08Z 10.1K followers, 6467 engagements "Removed the paywall from our Floor & Decor update $FND We show how store revenue & mature margins can translate into returns $25-30mn revenue/ store was the orginal est. range XX% mature margins is similar to peers The key two questions are. (1/2)" [X Link](https://x.com/Speedwell_LLC/status/1984276034372681751) 2025-10-31T15:07Z 10.1K followers, 7297 engagements "1) Do you believe the hard surface flooring market will rebound when existing housing sales increases (as it has historically) 2) Do you think Floor & Decor has the right to keep winning share versus Independents" [X Link](https://x.com/Speedwell_LLC/status/1984276036239139125) 2025-10-31T15:07Z 10.1K followers, 1010 engagements "*New Dialogue Podcast just dropped* In this dialogue we cover $CSGP $META and $PRM 3Q25 earnings Listen below 👇" [X Link](https://x.com/Speedwell_LLC/status/1985417265722937667) 2025-11-03T18:42Z 10.1K followers, 3250 engagements "New Dialogue Podcast is out 🔺🔺🔺 X years of flat returns for $FND Is $AXON opportunity large enough Listen below to find out as we break down $FND and $AXON 3Q earnings👇" [X Link](https://x.com/Speedwell_LLC/status/1987940383435743645) 2025-11-10T17:48Z 10.1K followers, 2161 engagements "$CSU 3Q25 Update is out Is AI narrowing the moat Read the full update below 👇" [X Link](https://x.com/Speedwell_LLC/status/1989027567962038708) 2025-11-13T17:48Z 10.1K followers, 8596 engagements "Former head of partnerships at $ABNB on the underlying issues of Services & Experiences In our opinion trust isnt the real problem. It is more habit lack of top of mind awareness and low offering density" [X Link](https://x.com/Speedwell_LLC/status/1990839496909148402) 2025-11-18T17:48Z 10.1K followers, 3968 engagements "More on $CSU 👇" [X Link](https://x.com/Speedwell_LLC/status/1991133923779182710) 2025-11-19T13:18Z 10.1K followers, XXX engagements "$CPRT 1Q26 Business Update Released Does volume slipping threaten their quality compounder status Find out below 👇" [X Link](https://x.com/Speedwell_LLC/status/1991993261544685887) 2025-11-21T22:12Z 10.1K followers, 4595 engagements "*New Investor's Briefing Dropped* $CPRT loses market share $NVDA can't hold Is the luxury market turning a corner Insights from the $APPF investor meeting Links below" [X Link](https://x.com/Speedwell_LLC/status/1992232684496490556) 2025-11-22T14:04Z 10.1K followers, 3561 engagements "An AI-first VMS company may be a bit leaner but it is still not a threat to existing VMS businesses because they would not be able to steal their existing customers for one simple reason: they arent solving any new customer problems. The best they could do would be to compete on price but the software is already a relatively low portion of their expenses and most business owners dont want to risk messing up something that is mission critical to save an inconsequential amount of money. $CSU" [X Link](https://x.com/Speedwell_LLC/status/1992568373977207255) 2025-11-23T12:18Z 10.1K followers, 4209 engagements "More on $CSU 👇" [X Link](https://x.com/Speedwell_LLC/status/1992598573444166110) 2025-11-23T14:18Z 10.1K followers, XXX engagements "New Dialogue Podcast just dropped 🔺🔺🔺 $CSU largest drawdown ever. is it doomed $CPRT giving up market share In this episode we talk all things $CSU and $CPRT $CSU AI risk IAA's market share gain Will $CPRT buyback any stock Listen below 👇" [X Link](https://x.com/Speedwell_LLC/status/1996568257415774274) 2025-12-04T13:12Z 10.1K followers, 2237 engagements "Listen Spotify: Listen Apple:" [X Link](https://x.com/Speedwell_LLC/status/1996568260444086306) 2025-12-04T13:12Z 10.1K followers, XXX engagements "@QualityDivGro @FundasyInvestor Thanks for the mention" [X Link](https://x.com/Speedwell_LLC/status/1996756994112598499) 2025-12-05T01:42Z 10.1K followers, XXX engagements "$PRM CFO on extreme decentralization: "The last piece of the model is extreme decentralization. We want our business unit presidents to be the true general managers of their business. They are the closest thing to the customer so they are the person who understands how to solve a customer's problem better than anyone else in the company." - $PRM CFO Kyle Sable Baird Global Industrial Conference" [X Link](https://x.com/Speedwell_LLC/status/1989080904069738885) 2025-11-13T21:20Z 10.1K followers, 3010 engagements "$PRM CFO on M&A "We are looking for high-quality businesses that have recurring revenue growing secular tailwinds high margins high returns and potential for additional M&A." - Kyle Sable Baird Global Industrials Conference" [X Link](https://x.com/Speedwell_LLC/status/1989488093766795708) 2025-11-15T00:18Z 10.1K followers, 1574 engagements "Just learned this about Tax-free Shopping Up to HALF of the VAT refund isn't actually refunded. The refund processor take a large chunk out of the shopper's VAT refund and then PAYS the merchant most of it back. So the merchant effectively gets a large portion of the VAT paid to them and the shopper has zero idea" [X Link](https://x.com/Speedwell_LLC/status/1998427069781619173) 2025-12-09T16:18Z 10.1K followers, 2727 engagements "$CPRT reported earnings and stock -X% Revenue growth was just +1% y/y Global Insurance Volumes declined -X% (-5.6% ex-CAT) Insurance ASPs grew XXX% though Operating profits +6% y/y Not a great quarter for them but how worrisome is it really Update out tomorrow" [X Link](https://x.com/Speedwell_LLC/status/1991684561022128220) 2025-11-21T01:46Z 10.1K followers, 9594 engagements "ASPs hit all-time highs for U.S. insurance carriers. $CPRT CEO Jeff Liaw believes this isnt just a current competitive differentiator but one that he thinks is growing" [X Link](https://x.com/Speedwell_LLC/status/1992302634816934321) 2025-11-22T18:42Z 10.1K followers, 3370 engagements "How the insurance company decides to total a car. $CPRT" [X Link](https://x.com/Speedwell_LLC/status/1993306747444855186) 2025-11-25T13:12Z 10.1K followers, 7571 engagements "$CSU Mark Leonard on learning from other software companies: "Veeva and they are a wonderful example of this creating a moat after penetrating a market. They did a great job of capturing pharma in particular big pharma with a CRM system that was built on top of Salesforce so relatively low cost to create. And then they have subsequently reduced their COGS on that by building out their own platform underneath the CRM system and adding to it a whole series of applications that sell into the same client base building up the moat inside of their business. So that's a sort of prototypical approach" [X Link](https://x.com/Speedwell_LLC/status/1997655381732929793) 2025-12-07T13:12Z 10.1K followers, 8459 engagements "Former VP of Sales at $FOUR on Jared Isaacman's vision for Shift4 "It's all about the processing. It's not about the hardware. It's not about the software. It's to do whatever means necessary to bring the processing in. He had a very crystal clear vision of that."" [X Link](https://x.com/Speedwell_LLC/status/1998087239151095825) 2025-12-08T17:48Z 10.1K followers, 3987 engagements "What's a fair investment assumption As an investor you want to find the opportunities where you can be compensated disproportionately for the informational content of your thesis You want your payoffs to be higher than your chance of being correct That is all investing is" [X Link](https://x.com/Speedwell_LLC/status/1998198979809423573) 2025-12-09T01:12Z 10.1K followers, 1767 engagements "Munger on Boards: In the ambit of social proof outside directors on a corporate board usually display the near ultimate form of inaction. They fail to object to anything short of an axe murder until some public embarrassment of the board finally causes their intervention" [X Link](https://x.com/Speedwell_LLC/status/1998561375161880635) 2025-12-10T01:12Z 10.1K followers, 1193 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.]
@Speedwell_LLC Speedwell Research
Speedwell Research posts on X about $prm, $csu, $cprt, business the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +24%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +58%
- X Year XXXXXXXXX +206%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +193%
- X Year XXXXX +312%
Followers: XXXXXX #
- X Week XXXXXX +0.59%
- X Month XXXXXX +1.70%
- X Months XXXXXX +20%
- X Year XXXXXX +59%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks XXXXX% finance XXXXX% technology brands XXXX% currencies XXXX% cryptocurrencies XXXX%
Social topic influence $prm #60, $csu #4, $cprt #76, business 8.96%, csu #25, ai 4.48%, $fnd 4.48%, insurance #1099, $tdg 2.99%, ceo XXXX%
Top accounts mentioned or mentioned by @joinyellowbrick @32amab @shivamkashan @qualitydivgro @fundasyinvestor @invest091 @max_katzenstein @matt_kolb_ @sleepwellcap @raphisavitz @spicydealsfs @lesser_son @southernvalue95 @timothybuffett @gnufs
Top assets mentioned Perimeter Solutions, SA (PRM) Copart, Inc. (CPRT) Floor & Decor Holdings, Inc. (FND) TransDigm Group, Inc. (TDG) NVIDIA Corp. (NVDA) RH (RH) CoStar Group, Inc. (CSGP) Metadium (META) Axon Enterprise, Inc. (AXON) Airbnb Inc (ABNB) AppFolio, Inc. Class A (APPF) Spotify Technology (SPOT) Salesforce Inc (CRM) 4 (FOUR)
Top Social Posts
Top posts by engagements in the last XX hours
"William-Sonoma retail director on the $RH competitive advantage: "I would say where RH has a competitive advantage would be in the experience that they're developing and also just the breadth of assortment that they are able to showcase in their show houses.""
X Link 2025-12-03T17:48Z 10.1K followers, 2980 engagements
"So much for my thesis (hope) $PRM would be down once people saw the accounting impact of the advisory shares"
X Link 2025-10-30T14:46Z 10.1K followers, 3455 engagements
"Perimeter Solutions CEO on their strategy. This is basically the Transdigm playbook but with the ability to move beyond one vertical. (Transdigm Found Nick Howley is the co-Chairman) $PRM $TDG"
X Link 2025-10-30T16:48Z 10.1K followers, 5665 engagements
"$PRM reported 3Q earnings and the stock is up +26% YTD $PRM is up +112% Find out what's driving their success in our latest business update below👇"
X Link 2025-10-31T00:12Z 10.1K followers, 2176 engagements
"$CSU is about XX% higher from when we first wrote our research report. BUT their valuation has compressed almost XX% since then. Free cash flow is up over XXX% The market is freaked out about AI risk but should you be Find out in our $CSU research report below 👇"
X Link 2025-11-06T18:16Z 10.1K followers, 14.5K engagements
"It is key to understand that for many business owners switching mission critical software is the equivalent to gambling the businesss livelihood if it doesnt work flawlessly. Why would you do that without a large and clear benefit $CSU"
X Link 2025-11-19T12:18Z 10.1K followers, 5254 engagements
"$PRM (The company Will Thorndike and Billionaire Nick Howley Co-Chair) on decentralization: On "the importance of decentralization to our operating model. Perimeter currently consists of multiple business units and we expect that number to grow through future acquisitions. Each of our business units operates independently with minimal integration at the corporate level. Our general managers have full autonomy to run their businesses and drive long-term performance. In turn they're held accountable to deliver results across each of our three operational value drivers. And finally they are"
X Link 2025-12-05T12:18Z 10.1K followers, 2116 engagements
"Former director at $FND sees existing home sales back to normal in a year: "I think that before we start to really feel the benefits of a tailwind it's got another year to XX months. Once that tailwind does come. they will be so uniquely positioned to take advantage of it that it'll be significant.""
X Link 2025-12-08T12:18Z 10.1K followers, 1984 engagements
"$PRM does stock repurchases the right way"
X Link 2025-09-04T23:18Z 10.1K followers, 16.4K engagements
"*New Podcast Dropped 🗣 🔺🔺🔺 🔹 $PRM +75% stock move & entrance into a new vertical 🔹 $CSU update 🔹 $CPRT out of favor 🔹 Key risk for $NVDA GPUs 🔹Some Fed Rates history Listen below 👇"
X Link 2025-09-12T17:39Z 10.1K followers, 10.5K engagements
"$PRM latest IMS acquisition is exceeding management's underwriting assumptions. They typically have IRR thresholds of 15%. Within X year revenues are exceeding their purchase price"
X Link 2025-09-18T23:38Z 10.1K followers, 2951 engagements
"All of the reasons not to do M&A as summarized by TransDigm $TDG"
X Link 2025-09-27T17:42Z 10.1K followers, 11.4K engagements
"$PRM reported earnings and the stock is up XX% Full update out later Check out our sample report on them below in the meantime time"
X Link 2025-10-30T14:08Z 10.1K followers, 6467 engagements
"Removed the paywall from our Floor & Decor update $FND We show how store revenue & mature margins can translate into returns $25-30mn revenue/ store was the orginal est. range XX% mature margins is similar to peers The key two questions are. (1/2)"
X Link 2025-10-31T15:07Z 10.1K followers, 7297 engagements
"1) Do you believe the hard surface flooring market will rebound when existing housing sales increases (as it has historically) 2) Do you think Floor & Decor has the right to keep winning share versus Independents"
X Link 2025-10-31T15:07Z 10.1K followers, 1010 engagements
"New Dialogue Podcast just dropped In this dialogue we cover $CSGP $META and $PRM 3Q25 earnings Listen below 👇"
X Link 2025-11-03T18:42Z 10.1K followers, 3250 engagements
"New Dialogue Podcast is out 🔺🔺🔺 X years of flat returns for $FND Is $AXON opportunity large enough Listen below to find out as we break down $FND and $AXON 3Q earnings👇"
X Link 2025-11-10T17:48Z 10.1K followers, 2161 engagements
"$CSU 3Q25 Update is out Is AI narrowing the moat Read the full update below 👇"
X Link 2025-11-13T17:48Z 10.1K followers, 8596 engagements
"Former head of partnerships at $ABNB on the underlying issues of Services & Experiences In our opinion trust isnt the real problem. It is more habit lack of top of mind awareness and low offering density"
X Link 2025-11-18T17:48Z 10.1K followers, 3968 engagements
"More on $CSU 👇"
X Link 2025-11-19T13:18Z 10.1K followers, XXX engagements
"$CPRT 1Q26 Business Update Released Does volume slipping threaten their quality compounder status Find out below 👇"
X Link 2025-11-21T22:12Z 10.1K followers, 4595 engagements
"New Investor's Briefing Dropped $CPRT loses market share $NVDA can't hold Is the luxury market turning a corner Insights from the $APPF investor meeting Links below"
X Link 2025-11-22T14:04Z 10.1K followers, 3561 engagements
"An AI-first VMS company may be a bit leaner but it is still not a threat to existing VMS businesses because they would not be able to steal their existing customers for one simple reason: they arent solving any new customer problems. The best they could do would be to compete on price but the software is already a relatively low portion of their expenses and most business owners dont want to risk messing up something that is mission critical to save an inconsequential amount of money. $CSU"
X Link 2025-11-23T12:18Z 10.1K followers, 4209 engagements
"More on $CSU 👇"
X Link 2025-11-23T14:18Z 10.1K followers, XXX engagements
"New Dialogue Podcast just dropped 🔺🔺🔺 $CSU largest drawdown ever. is it doomed $CPRT giving up market share In this episode we talk all things $CSU and $CPRT $CSU AI risk IAA's market share gain Will $CPRT buyback any stock Listen below 👇"
X Link 2025-12-04T13:12Z 10.1K followers, 2237 engagements
"Listen Spotify: Listen Apple:"
X Link 2025-12-04T13:12Z 10.1K followers, XXX engagements
"@QualityDivGro @FundasyInvestor Thanks for the mention"
X Link 2025-12-05T01:42Z 10.1K followers, XXX engagements
"$PRM CFO on extreme decentralization: "The last piece of the model is extreme decentralization. We want our business unit presidents to be the true general managers of their business. They are the closest thing to the customer so they are the person who understands how to solve a customer's problem better than anyone else in the company." - $PRM CFO Kyle Sable Baird Global Industrial Conference"
X Link 2025-11-13T21:20Z 10.1K followers, 3010 engagements
"$PRM CFO on M&A "We are looking for high-quality businesses that have recurring revenue growing secular tailwinds high margins high returns and potential for additional M&A." - Kyle Sable Baird Global Industrials Conference"
X Link 2025-11-15T00:18Z 10.1K followers, 1574 engagements
"Just learned this about Tax-free Shopping Up to HALF of the VAT refund isn't actually refunded. The refund processor take a large chunk out of the shopper's VAT refund and then PAYS the merchant most of it back. So the merchant effectively gets a large portion of the VAT paid to them and the shopper has zero idea"
X Link 2025-12-09T16:18Z 10.1K followers, 2727 engagements
"$CPRT reported earnings and stock -X% Revenue growth was just +1% y/y Global Insurance Volumes declined -X% (-5.6% ex-CAT) Insurance ASPs grew XXX% though Operating profits +6% y/y Not a great quarter for them but how worrisome is it really Update out tomorrow"
X Link 2025-11-21T01:46Z 10.1K followers, 9594 engagements
"ASPs hit all-time highs for U.S. insurance carriers. $CPRT CEO Jeff Liaw believes this isnt just a current competitive differentiator but one that he thinks is growing"
X Link 2025-11-22T18:42Z 10.1K followers, 3370 engagements
"How the insurance company decides to total a car. $CPRT"
X Link 2025-11-25T13:12Z 10.1K followers, 7571 engagements
"$CSU Mark Leonard on learning from other software companies: "Veeva and they are a wonderful example of this creating a moat after penetrating a market. They did a great job of capturing pharma in particular big pharma with a CRM system that was built on top of Salesforce so relatively low cost to create. And then they have subsequently reduced their COGS on that by building out their own platform underneath the CRM system and adding to it a whole series of applications that sell into the same client base building up the moat inside of their business. So that's a sort of prototypical approach"
X Link 2025-12-07T13:12Z 10.1K followers, 8459 engagements
"Former VP of Sales at $FOUR on Jared Isaacman's vision for Shift4 "It's all about the processing. It's not about the hardware. It's not about the software. It's to do whatever means necessary to bring the processing in. He had a very crystal clear vision of that.""
X Link 2025-12-08T17:48Z 10.1K followers, 3987 engagements
"What's a fair investment assumption As an investor you want to find the opportunities where you can be compensated disproportionately for the informational content of your thesis You want your payoffs to be higher than your chance of being correct That is all investing is"
X Link 2025-12-09T01:12Z 10.1K followers, 1767 engagements
"Munger on Boards: In the ambit of social proof outside directors on a corporate board usually display the near ultimate form of inaction. They fail to object to anything short of an axe murder until some public embarrassment of the board finally causes their intervention"
X Link 2025-12-10T01:12Z 10.1K followers, 1193 engagements