# ![@StockCompil Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1693635995265110016.png) @StockCompil Stock Analysis Compilation

Several investment funds and analysts have shared their insights on various stocks, highlighting growth potential, strong market positions, and favorable trends. These stocks span multiple industries, including technology, healthcare, finance, and consumer goods. The analyses emphasize factors such as innovative business models, leadership changes, and shifts in market trends that could impact future performance.

### Engagements: [---] [#](/creator/twitter::1693635995265110016/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1693635995265110016/c:line/m:interactions.svg)

- [--] Week [-----] -33%
- [--] Month [------] -84%
- [--] Months [---------] +3.10%
- [--] Year [---------] +20%

### Mentions: [--] [#](/creator/twitter::1693635995265110016/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1693635995265110016/c:line/m:posts_active.svg)

- [--] Month [---] -67%
- [--] Months [-----] +20%
- [--] Year [-----] +56%

### Followers: [-----] [#](/creator/twitter::1693635995265110016/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1693635995265110016/c:line/m:followers.svg)

- [--] Week [-----] +0.26%
- [--] Month [-----] +1%
- [--] Months [-----] +21%
- [--] Year [-----] +53%

### CreatorRank: [---------] [#](/creator/twitter::1693635995265110016/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1693635995265110016/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  35.45% [finance](/list/finance)  25.4% [cryptocurrencies](/list/cryptocurrencies)  6.35% [countries](/list/countries)  3.7% [technology brands](/list/technology-brands)  3.17% [travel destinations](/list/travel-destinations)  1.59% [social networks](/list/social-networks)  1.06% [currencies](/list/currencies)  0.53% [financial services](/list/financial-services)  0.53%

**Social topic influence**
[strong](/topic/strong) 24.34%, [link](/topic/link) 16.4%, [investment](/topic/investment) 7.94%, [in the](/topic/in-the) 7.94%, [growth](/topic/growth) #625, [cash flow](/topic/cash-flow) #595, [flow](/topic/flow) 5.29%, [ai](/topic/ai) 5.29%, [products](/topic/products) 4.76%, [bio](/topic/bio) #265

**Top accounts mentioned or mentioned by**
[@sectorstories](/creator/undefined) [@recoverytrade](/creator/undefined) [@r2discovery](/creator/undefined)

**Top assets mentioned**
[Loar Holdings Inc (LOAR)](/topic/$loar) [Strong Global Entertainment, Inc. (SGE)](/topic/$sge) [ServiceTitan, Inc. (TTAN)](/topic/$ttan) [Netskope, Inc. (NTSK)](/topic/netskope-inc) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [Fiserv, Inc. (FI)](/topic/$fi) [Fiserv Inc (FISV)](/topic/fiserv-inc) [Samsara Inc. (IOT)](/topic/samsara-inc) [Helium IOT (IOT)](/topic/$iot) [Spotify Technology (SPOT)](/topic/$spot) [Roko (ROKO)](/topic/$roko) [Entergy Corporation (ETR)](/topic/$etr) [Equinix Inc (EQIX)](/topic/$eqix) [Ategrity Specialty Insurance Company Holdings (ASIC)](/topic/$asic) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [Travelers Companies Inc (TRV)](/topic/travelers-companies) [TrustVerse (TRV)](/topic/$trv) [Steris, PLC. (STE)](/topic/$ste) [Teledyne Technologies Incorporated (TDY)](/topic/$tdy) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Birkenstock Holding plc (BIRK)](/topic/$birk) [Arista Networks Inc (ANET)](/topic/$anet) [Darling Ingredients, Inc. (DAR)](/topic/darling-ingredients) [DAR Open Network (DAR)](/topic/$dar) [Arweave (AR)](/topic/$ar) [Stevanato Group S.p.A. (STVN)](/topic/$stvn) [Ampleforth (AMPL)](/topic/$ampl) [Legence Corp (LGN)](/topic/legence-corp) [Leggett & Platt, Inc. (LEG)](/topic/$leg) [Becton Dickinson and Co (BDX)](/topic/becton-dickinson) [Beldex (BDX)](/topic/$bdx) [Waters Corporation (WAT)](/topic/waters-corporation) [Flywire Corporation (FLYW)](/topic/$flyw) [Intercontinental Exchange Inc (ICE)](/topic/intercontinental-exchange) [Decentral Games ICE (ICE)](/topic/$ice) [Textron Inc. (TXT)](/topic/textron-inc) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Corning Incorporated (GLW)](/topic/$glw) [Targa Resources Corp. (TRGP)](/topic/$trgp)
### Top Social Posts
Top posts by engagements in the last [--] hours

"TCW Concentrated Large Cap Growth Fund on Spotify Technology S.A. $SPOT US Thesis: Spotify Technology S.A. is the leading audio streaming service with significant market share and growth potential driven by user acquisition premium conversions and pricing power. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2002144523040805011)  2025-12-19T22:30Z [----] followers, [----] engagements


"Kingdom Capital on Galaxy Gaming (GLXZ) $GLXZ US Thesis: Galaxy Gaming (GLXZ) is expected to provide a 33% IRR from its acquisition by Evolution with minimal counter-party risk and a potential break payment. (Extract from their Q4 letter)"  
[X Link](https://x.com/StockCompil/status/1886180295449440364)  2025-02-02T22:30Z [----] followers, [----] engagements


"Baron Discovery Fund on ServiceTitan Inc. $TTAN US Thesis: ServiceTitan Inc. is a leading business management software platform for the trades poised for strong organic revenue growth and margin expansion in a large resilient market. (Extract from their Q4 letter)"  
[X Link](https://x.com/StockCompil/status/1895149693903990800)  2025-02-27T16:31Z [----] followers, [----] engagements


"Alphyn Capital Management on Roko AB $ROKO SS Thesis: Roko AB is a Scandinavian decentralized serial acquirer led by Fredrik Karlsson designed to leverage a disciplined capital deployment strategy while empowering acquired companies' management teams for sustained profit growth. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1987196059559313581)  2025-11-08T16:30Z [----] followers, [----] engagements


"TCW Relative Value Large Cap on Entergy Corporation $ETR US Thesis: Entergy Corporation is a vertically integrated electric utility with significant growth potential due to new management initiatives and increasing demand from hyperscale customers. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2002839118267425171)  2025-12-21T20:30Z [----] followers, [----] engagements


"TCW Relative Value Large Cap on Equinix Inc. $EQIX US Thesis: Equinix Inc. is a leading colocation data center provider with a global footprint strong growth prospects and a high valuation premium due to its attractive business model and market position. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2003201494590370300)  2025-12-22T20:30Z [----] followers, [----] engagements


"Baron Discovery Fund on Ategrity $ASIC US Thesis: Ategrity offers a compelling investment opportunity through its data-driven high-growth approach to underserved small business insurance in the E&S market with strong earnings leverage and projected mid-teens returns on equity. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1954233839842161150)  2025-08-09T17:30Z [----] followers, [----] engagements


"Sands Capital Global Growth on Carlisle Companies $CSL US Thesis: Carlisle Companies is the largest U.S. manufacturer of commercial roofing materials benefiting from durable competitive advantages and a non-discretionary market that supports resilient earnings driven by long-term growth in demand for roof replacement. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1976701995600789559)  2025-10-10T17:30Z [----] followers, [----] engagements


"LRT on The Travelers Companies Inc. $TRV US Thesis: The Travelers Companies Inc. is a leading provider of property and casualty insurance in the U.S. leveraging its extensive data disciplined underwriting and a strong distribution network to maintain a competitive edge across its Business Bond & Specialty and Personal Insurance segments. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1982847538978836485)  2025-10-27T16:31Z [----] followers, [----] engagements


"Upslope Capital on STERIS $STE US Thesis: STERIS is a leading player in infection prevention and sterilization with strong organic growth a reasonable valuation and favorable long-term industry trends. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1984357425881715141)  2025-10-31T20:30Z [----] followers, [----] engagements


"Artisan Global Discovery Strategy on Teledyne Technologies $TDY US Thesis: Teledyne Technologies is well-positioned for mid-teens EPS growth driven by rising military spending recovering industrial markets and strong cash flow generation. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1987649036799648084)  2025-11-09T22:30Z [----] followers, [----] engagements


"Turtle Creek on Kinsale Capital Group $KNSL US Thesis: Kinsale Capital Group is a rapidly growing specialty insurance company in the U.S. excess and surplus market known for its disciplined underwriting approach and technology-driven cost advantages. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1993024457678397899)  2025-11-24T18:30Z [----] followers, [----] engagements


"Baron Discovery Fund on Birkenstock Holding plc. $BIRK US Thesis: Birkenstock is a globally recognized footwear brand with a rich history experiencing significant growth and profitability under new management since [----] and poised for continued expansion in revenue and geographic reach. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1993734999250735117)  2025-11-26T17:34Z [----] followers, [----] engagements


"Baron Asset Fund on Loar Holdings Inc. $LOAR US Thesis: Loar Holdings Inc. is a niche aerospace parts manufacturer with strong pricing power and a focus on growth through acquisitions benefiting from a robust aftermarket sales model and a fragmented supply chain. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1994141791864426632)  2025-11-27T20:30Z [----] followers, [----] engagements


"Baron Discovery Fund on Netskope Inc. $NTSK US Thesis: Netskope Inc. is a leading cybersecurity company specializing in Secure Access Service Edge (SASE) well-positioned for durable growth and significant margin expansion due to its unique architecture and strong customer retention. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1994474034486997073)  2025-11-28T18:30Z [----] followers, [----] engagements


"Brown Advisory Small Cap Growth on Netskope $NTSK US Thesis: Netskope Inc. is a technology leader in Cloud Network Cyber Security offering innovative solutions for stronger security and performance in Enterprise networks with significant growth potential in the coming years. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2001691577387758007)  2025-12-18T16:30Z [----] followers, [----] engagements


"TCW Concentrated Large Cap Growth Fund on Arista Networks Inc. $ANET US Thesis: Arista Networks Inc. is a leading cloud networking provider well-positioned to capture market share due to its high-performance products and growing AI-related demand. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2003473323120812399)  2025-12-23T14:30Z [----] followers, [----] engagements


"Riverwater Sustainable Value on Darling Ingredients Inc. $DAR US Thesis: Darling Ingredients Inc. is a global leader in sustainable ingredients from animal by-products and food waste with significant renewable energy exposure and a focus on the circular economy. (Extract from their Q4 letter)"  
[X Link](https://x.com/StockCompil/status/1910385089432744295)  2025-04-10T17:31Z [----] followers, [----] engagements


"Aristotle Capital Large Cap Growth on Antero Resources $AR US Thesis: Antero Resources is a leading U.S. natural gas and NGL producer in the Appalachian Basin poised for strong free cash flow growth driven by increasing global demand and a robust financial position. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1951757471451644347)  2025-08-02T21:30Z [----] followers, [----] engagements


"Artisan US Small Cap Growth Strategy on Stevanato Group $STVN US Thesis: Stevanato is a leading provider of specialty glass and plastic packaging for the health care industry poised for attractive earnings growth driven by a shift to higher margin products and the expansion of biologic drugs. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1958250379830837264)  2025-08-20T19:30Z [----] followers, [----] engagements


"Baron Global Advantage Fund on Loar Holdings Inc. $LOAR US Thesis: Loar Holdings Inc. is a niche aerospace parts manufacturer with a strong proprietary product portfolio significant aftermarket exposure and a disciplined M&A strategy positioning it for robust organic revenue and EBITDA growth. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1962508575705624696)  2025-09-01T13:31Z [----] followers, [----] engagements


"Mayar Capital on Croda International $CRDA LN Thesis: Croda International is a reputable UK specialty chemicals company known for its innovative and sustainable high-performance ingredients across various industries demonstrating pricing power and resilience. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1968729452168331707)  2025-09-18T17:30Z [----] followers, [----] engagements


"Sands Capital Global Growth on Pro Medicus $PME AU Thesis: Pro Medicus is a leading healthcare IT provider that specializes in cloud-native imaging software demonstrating strong growth potential and high customer loyalty. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1977668180039655705)  2025-10-13T09:30Z [----] followers, [----] engagements


"Artisan US Small Cap Growth Strategy on Loar Holdings $LOAR US Thesis: Loar Holdings is a diversified manufacturer of mission-critical components for the aerospace and defense industries which was added to the CropSM due to an attractive valuation following a drop in share price unrelated to its performance. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1986561892781883498)  2025-11-06T22:30Z [----] followers, [----] engagements


"Ariel International Fund on Syensqo SA $SYENS BB Thesis: Syensqo SA is considered a compelling investment due to its currently depressed valuation and potential for recovery as inventory issues resolve and market conditions improve. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1988373824216125655)  2025-11-11T22:30Z [----] followers, [----] engagements


"Baron India Fund on Astra Microwave Products Limited $AMPL IN Thesis: Astra Microwave Products Limited (AMPL) is a leading Indian manufacturer of microwave components poised for significant growth due to its key role in national security and defense supported by government initiatives and global partnerships. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1988705974169792627)  2025-11-12T20:30Z [----] followers, [----] engagements


"Polen International Growth on Tencent Holdings $0700 HK Thesis: Tencent Holdings is a leading Chinese technology company with strong growth potential driven by its diversified offerings and the popularity of its WeChat app despite ongoing economic challenges. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1995198768099078491)  2025-11-30T18:30Z [----] followers, [----] engagements


"Baron Small Cap Fund on Legence Corp. $LEG US Thesis: Legence Corp. is well-positioned for rapid growth in the engineering and maintenance services sector primarily serving high-growth industries like data centers and healthcare with a strong focus on energy efficiency and sustainability. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1995863198667280663)  2025-12-02T14:30Z [----] followers, [----] engagements


"Polen International Growth on ASM International $ASMI NA Thesis: ASM International is a leading provider of essential semi-cap equipment for chip manufacturing poised to grow earnings at a high-teens rate over the next five years due to the increasing demand for advanced semiconductor technologies. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1995923556807356437)  2025-12-02T18:30Z [----] followers, [----] engagements


"Ariel Focus Fund on Arthur J. Gallagher $AJG US Thesis: Arthur J. Gallagher & Co. is well-positioned for continued growth and margin expansion following the successful acquisition of AssuredPartners and favorable conditions in the global insurance market. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1997011210475106736)  2025-12-05T18:32Z [----] followers, [----] engagements


"Artisan US Mid Cap Growth Strategy on ServiceTitan $TTAN US Thesis: ServiceTitan is a leading vertical software provider for underserved trade sectors focusing on full workflow management and offering growth opportunities through customer acquisition and upselling. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1998490474575782093)  2025-12-09T20:30Z [----] followers, [----] engagements


"Hinde Group on Becton Dickinson and Company $BDX US Thesis: Becton Dickinson and Company is an attractive special situation investment poised for value unlocking through a spin-off and merger with Waters Corporation anticipated to enhance its stock valuation significantly. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1999215258251002269)  2025-12-11T20:30Z [----] followers, [----] engagements


"Voss Capital on Flywire $FLYW US Thesis: Flywire is a strong investment opportunity due to its impressive growth trajectory improved profitability and favorable valuation compared to peers despite market misconceptions regarding international student enrollment risks. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2000996965157310484)  2025-12-16T18:30Z [----] followers, [----] engagements


"Sands Capital Select Growth on Intercontinental Exchange $ICE US Thesis: Intercontinental Exchange (ICE) is poised for long-term growth with strong underlying results and accelerating profitability in its Mortgage Technology division despite short-term volatility in the broader market. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2003171309316927882)  2025-12-22T18:30Z [----] followers, [----] engagements


"Sands Capital Global Growth on Galderma $GALD SW Thesis: Galderma is well-positioned for long-term growth in the dermatology market leveraging its strong brand innovative products and direct-to-consumer revenue model. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2007459537767334208)  2026-01-03T14:30Z [----] followers, [----] engagements


"Gabelli Funds on Textron Inc. $TXT US Thesis: Textron Inc. is a leading manufacturer of aircraft and military equipment with a strong market position in business jets and helicopters poised for growth post-COVID-19 and potential future mergers in the aerospace and defense sector. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2001027168520860019)  2025-12-16T20:30Z [----] followers, [----] engagements


"Rothschild & Co LongRun Equity on Cadence Design Systems $CDNS US Thesis: Cadence Design Systems is a market leader in Electronic Design Automation software essential for designing complex semiconductor chips that power modern technology with strong growth prospects driven by AI adoption and increasing chip complexity. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2007520001171812471)  2026-01-03T18:30Z [----] followers, [----] engagements


"The London Company on Corning Inc $GLW US Thesis: Corning Inc (GLW) is a leading manufacturer of specialty glass and optical products that benefits from AI-driven demand and is well-positioned for strong revenue growth through innovation and diversified revenue streams. (Extract from their Q1'25 letter)"  
[X Link](https://x.com/StockCompil/status/1925635352724705534)  2025-05-22T19:30Z [----] followers, [----] engagements


"Oakmark Global Fund on Targa Resources $TRGP US Thesis: Targa Resources is a leading midstream natural gas and NGL company with significant competitive advantages and stable earnings from long-term contracts well-positioned for growth despite recent market uncertainties. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1981382844371894317)  2025-10-23T15:30Z [----] followers, [----] engagements


"Ennismore European Smaller Companies Fund on Andritz AG $ANDR AV Thesis: Andritz AG is an undervalued Austrian machinery manufacturer with a strong focus on recurring service earnings from its Pulp & Paper and Energy segments presenting a compelling investment opportunity with over 50% upside potential. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1982545433122456007)  2025-10-26T20:30Z [----] followers, [----] engagements


"Sands Capital International Growth on Nu Holdings $NU US Thesis: Nu Holdings is a digital financial services platform Nubank that leverages its competitive advantages to disrupt the underbanked Latin American market targeting customer acquisition and monetization for growth. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2002060101335818463)  2025-12-19T16:54Z [----] followers, [----] engagements


"Vela International Fund on Globant $GLOB US Thesis: Globant is a leading global technology service company that has significantly declined in value post-pandemic but is poised for growth as the focus shifts from cost-efficiency to product and experience. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2006100594621046926)  2025-12-30T20:30Z [----] followers, [----] engagements


"35 pitches found in hedge fund Q4 reports this week : Adobe Systems Inc. (ADBE US) by Guinness Global Innovators Alphabet Inc. (GOOG US) by Mar Vista US Quality Premier ANTA Sports Products Limited (2020 HK) by Guinness Global Equity Income Broadcom Inc. (AVGO US) by Clearbridge Dividend Strategy CDW (CDW US) by Oakmark Fund Chubb Limited (CB US) by Wedgewood Partners Ciena Corporation (CIEN US) by Munro Global Growth Small & Mid Cap Fund CNX Resources Corporation (CNX US) by Riverwater Small Cap Strategy Douglas Dynamics (PLOW US) by Riverwater Micro Opportunities Strategy Duolingo (DUOL US)"  
[X Link](https://x.com/StockCompil/status/2016904173917282721)  2026-01-29T16:00Z [----] followers, [----] engagements


"Polen Capital on Sage Group $SGE LN (Extract from their Q1 letter)"  
[X Link](https://x.com/StockCompil/status/1792146934007783610)  2024-05-19T10:55Z [----] followers, [----] engagements


"Longriver Partners Fund on Hikari $6247 Thesis: Hikari Tsushin the 'Berkshire of Japan offers a rare deep value opportunity trading at just 3x trailing earnings with a portfolio of stable asset-light businesses (Extract from their Q3 letter link to the analysis in SAC#64)"  
[X Link](https://x.com/StockCompil/status/1857696608269513120)  2024-11-16T08:06Z [----] followers, 17K engagements


"Artisan Non US Small Mid Growth Strategy on ConvaTec $CTEC LN Thesis: ConvaTec is an attractively valued UK-based company with promising potential in infusion set pumps strong recurring revenues and innovative technologies projecting a high-single-digit free cash flow yield. (Extract from their Q4 letter)"  
[X Link](https://x.com/StockCompil/status/1890763746504847387)  2025-02-15T14:03Z [----] followers, [----] engagements


"Artisan Global Opportunities Strategy on Sage $SGE LN Thesis: Sage is a leading software provider for small and medium-sized businesses poised for accelerated revenue growth and margin expansion through a shift to cloud-based solutions and AI innovations. (Extract from their Q1 letter)"  
[X Link](https://x.com/StockCompil/status/1918327291475591609)  2025-05-02T15:30Z [----] followers, [----] engagements


"Third Point on CoStar Group $CSGP US Thesis: CoStar is positioned for significant growth due to its dominant market share and potential for improved capital allocation despite challenges in its residential real estate expansion. (Extract from their Q1'25 letter)"  
[X Link](https://x.com/StockCompil/status/1925937383314166080)  2025-05-23T15:30Z [----] followers, [----] engagements


"Tamim Global High Conviction on Quanta Services Inc. $PWR US Thesis: Quanta Services is a crucial player in the energy transition providing essential infrastructure services for both renewable and traditional energy sources while benefiting from a booming market and strong financial performance. (Extract from their 04'25 letter)"  
[X Link](https://x.com/StockCompil/status/1942577162424312045)  2025-07-08T13:31Z [----] followers, [----] engagements


"Ennismore Global Equity Fund on Cellnex Telecom $CLNX IM Thesis: Cellnex Telecom is transitioning from aggressive expansion to a focus on efficiency and shareholder value under new management. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1959337462746030331)  2025-08-23T19:30Z [----] followers, [----] engagements


"Horizon Kinetics on Japan Elevator Service Holdings Co Ltd $6544 JP Thesis: Japan Elevator Service Holdings Co Ltd is a rapidly growing independent service company in the elevator industry with a significant opportunity to capture market share and increase profitability currently holding a 10% market share but aiming for 30% through strategic investments and operational efficiency. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1965105485893255299)  2025-09-08T17:30Z [----] followers, [----] engagements


"RGA Investment Advisors on Peloton Interactive Inc. $PTON US Thesis: Peloton Interactive Inc is transforming into a profitable cash-generating business with significant growth potential by leveraging its strong brand expanding into strength and nutrition and effectively managing costs positioning itself well for future valuation increases. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1970541466393989517)  2025-09-23T17:31Z [----] followers, [----] engagements


"Sands Capital Select Growth on Arthur J. Gallagher & Co. $AJG US Thesis: Arthur J. Gallagher (AJG) is the largest middle-market commercial insurance broker in the U.S. and third-largest globally leveraging acquisitions and technology for sustainable growth in a resilient market. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1977094487328387454)  2025-10-11T19:30Z [----] followers, [----] engagements


"Alphyn Capital Management on Prosus NV $PRX NA Thesis: Prosus NV is transitioning into a global technology operator with a focus on building a leading lifestyle eCommerce company achieving positive free cash flow and outlining a clear path for substantial earnings growth independent of its major holding Tencent. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1987226260796252183)  2025-11-08T18:30Z [----] followers, [----] engagements


"Artisan Global Discovery Strategy on Waystar $WAY US Thesis: Waystar is a leading cloud-based revenue cycle management platform poised to gain from the fallout of its competitor's cyberattack and the integration of AI capabilities to enhance claims performance. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1987558437945741321)  2025-11-09T16:30Z [----] followers, [----] engagements


"Mairs and Power Growth Fund on Cognex Corporation $CGNX US Thesis: Cognex Corporation is well-positioned to lead the rapid advancement of machine vision technology driven by AI benefiting from increased manufacturing onshoring and demand for factory automation. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1987920974834962628)  2025-11-10T16:31Z [----] followers, [----] engagements


"Baron Real Estate Income Fund on The Macerich Company $MAC US Thesis: The Macerich Company is an exceptionally high-quality mall REIT with strong prospects due to robust tenant demand a shortage of desirable retail space and an analytical leadership approach aimed at unlocking hidden value currently undervalued compared to peers. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1988675807485595942)  2025-11-12T18:30Z [----] followers, [----] engagements


"Baron Health Care Fund on UnitedHealth Group Incorporated $UNH US Thesis: UnitedHealth Group Incorporated is a strong managed health care company with new management and reset earnings guidance facing challenges but possessing competitive advantages and trading at a near 10-year low valuation. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1990548119717544271)  2025-11-17T22:30Z [----] followers, [----] engagements


"Pzena Global Best Ideas on Robert Half $RHI US Thesis: Robert Half is an attractive value opportunity due to low job turnover affecting staffing demand while Signify is poised for earnings recovery as demand rebounds following its transformation to LED products and strategic market improvements. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1993054635351814577)  2025-11-24T20:30Z [----] followers, [----] engagements


"Baron Emerging Markets Fund on Kuaishou Technology $1024 HK Thesis: Kuaishou Technology is a differentiated short video platform in China with strong user engagement and potential for significant earnings growth driven by AI advancements and e-commerce integration. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1993810140873506924)  2025-11-26T22:32Z [----] followers, [----] engagements


"Artemis Income Fund on Sage $SGE LN Thesis: Sage is a trusted cloud-native accounting provider that has strong market incumbency and pricing power positioning it well for growth despite potential AI disruptions. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1995953760045002916)  2025-12-02T20:30Z [----] followers, [----] engagements


"Ariel Global Fund on Minth Group Ltd. $425 HK Thesis: Minth Group Ltd. is a compelling investment due to its strong position in the automotive supply chain growth potential in electric vehicles and strategic diversification into robotics and eVTOLs making it an attractive entry point after recent share price dips. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1998097905639383064)  2025-12-08T18:30Z [----] followers, [----] engagements


"Ariel Focus Fund on Fiserv Inc. $FI US Thesis: Fiserv Inc. is a leading global provider of payment processing and financial services technology solutions offering a rare opportunity to invest in a best-in-class business poised for growth amid strong demand for innovative financial technology. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1998128063758942467)  2025-12-08T20:30Z [----] followers, [----] engagements


"Diamond Hill Mid Cap Fund on Cooper Companies $COO US Thesis: Cooper Companies is a medical devices firm poised for growth in the contact lens market and positioned to benefit from favorable trends in women's health despite current challenges in CooperSurgical. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1999154854166491273)  2025-12-11T16:30Z [----] followers, [----] engagements


"Brown Advisory Small Cap Fundamental Value on Cadre $CDRE US Thesis: Cadre is a high-quality manufacturer in niche markets with low cyclicality and an attractive valuation poised for margin improvements after recent acquisitions. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2000694975130951746)  2025-12-15T22:30Z [----] followers, [----] engagements


"Gabelli Funds on Polar Capital Holdings plc $POLR LN Thesis: Polar Capital Holdings plc is a London-based active asset manager focused on thematic strategies recently reporting 26.7bn in AUM driven by strong fund performance and a favorable environment for active management. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2000936631637840167)  2025-12-16T14:30Z [----] followers, [----] engagements


"Brown Advisory Large Cap Sustainable Value on Hologic $HOLX US Thesis: Hologic (HOLX) is a leading global diagnostics company specializing in women's health particularly in breast imaging and molecular diagnostics with a strong focus on consumables and service contracts that drive robust margins and free cash flow. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2000966816466690067)  2025-12-16T16:30Z [----] followers, [----] engagements


"Sands Capital International Growth on Argenx $ARGX BB Thesis: Argenx is advancing targeted antibody therapies for autoimmune diseases with its first product Vyvgart showing significant growth potential and a strong market position. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2002386134144274787)  2025-12-20T14:30Z [----] followers, [----] engagements


"TAMIM Global Equities High Conviction on Ibiden $4062 JT Thesis: Ibiden is a vital supplier in the semiconductor value chain known for its high-performance printed circuit boards and integrated circuit substrates driving innovation in computing and diversified industrial applications. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2002476687141843272)  2025-12-20T20:30Z [----] followers, [----] engagements


"TAMIM Global Equities High Conviction on AECOM $ACM US Thesis: AECOM is a leading infrastructure consulting firm poised for growth with strong revenue expanding margins and a robust balance sheet benefiting from increased global infrastructure spending. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2004288650847109483)  2025-12-25T20:30Z [----] followers, [----] engagements


"Vela International Fund on Allfunds Group $AFG SM Thesis: Allfunds Group is the largest European B2B funds distribution platform poised for growth due to the shift towards open architecture models in the financial sector. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2005406013717958856)  2025-12-28T22:30Z [----] followers, [----] engagements


"Royce Invest [--------] on TowneBank $TOWN US Thesis: TowneBank is a strong investment opportunity due to its dominant market share diverse earnings from non-interest income sources like its insurance brokerage disciplined acquisition strategy and attractive valuation compared to expected robust earnings growth. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2005708002192420872)  2025-12-29T18:30Z [----] followers, [----] engagements


"The London Company on Cummins Inc. $CMI US Thesis: Cummins Inc. is a market leader in heavy-duty truck engines with strong customer relationships a diverse revenue stream and a solid position for future growth making it an attractive investment opportunity. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2006010022900158501)  2025-12-30T14:30Z [----] followers, [----] engagements


"Royce Invest [--------] on SmartCraft ASA $SMART NO Thesis: SmartCraft ASA is a growth-oriented digital toolkit for Nordic and UK SMEs in the construction sector providing essential software solutions for increased profitability and compliance with significant market penetration potential. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2007157560130843003)  2026-01-02T18:30Z [----] followers, [----] engagements


"Horos AM on Liberty Global $LBTYA US Thesis: Liberty Global is a telecommunications holding company that presents an attractive investment opportunity due to its significant asset discount and management's initiatives to enhance shareholder value. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1965860481798750236)  2025-09-10T19:30Z [----] followers, [----] engagements


"Heartland Value Fund on Dentsply Sirona Inc. $XRAY US Thesis: Dentsply Sirona Inc. is a leading dental equipment supplier undergoing a management-led turnaround despite challenges in the global market with recent Q1 results indicating early signs of improved performance. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1974225583946035533)  2025-10-03T21:30Z [----] followers, [----] engagements


"Oakmark International Small Cap Fund on Hamamatsu Photonics $6954 JP Thesis: Hamamatsu Photonics is a leading Japanese photon specialist with a strong market position long-term customer partnerships and a commitment to R&D that makes it well-positioned for growth despite current cyclical headwinds. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1978544099851485422)  2025-10-15T19:30Z [----] followers, [----] engagements


"Headwaters Capital on Driven Brands $DRVN US Thesis: Driven Brands is poised for multiple re-rating driven by its stable recurring revenue from automotive maintenance and repair services strategic portfolio transformation and high growth from Take [--] Oil Change resulting in improved free cash flow and reduced leverage. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1978574300366905750)  2025-10-15T21:30Z [----] followers, [----] engagements


"Baron Global Opportunity Fund on Heartflow Inc. $HTFL US Thesis: Heartflow Inc. is a promising medical device company leveraging AI to accurately diagnose heart disease addressing a critical need in healthcare with significant growth potential and a strong competitive advantage. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1996587999321051232)  2025-12-04T14:30Z [----] followers, [----] engagements


"Gabelli Funds on Evergy Inc. $EVRG US Thesis: Evergy Inc. is an electric and gas utility in Kansas and Missouri with a strong growth pipeline expected to achieve 5%-7% EPS growth driven by increased demand and strategic partnerships. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2002446520977608837)  2025-12-20T18:30Z [----] followers, [----] engagements


"Third Point on Ebara Corporation $6361 JP Thesis: Ebara is a leading supplier of semiconductor production equipment particularly in chemical mechanical planarization with significant growth potential in AI applications and a strategy to improve margins and shareholder value amidst undervaluation. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2005315423508586712)  2025-12-28T16:30Z [----] followers, [----] engagements


"Sands Capital Global Leaders on Intuitive Surgical $ISRG US Thesis: Intuitive Surgical is the leading provider of robotic surgical systems poised for strong growth as it expands its monopoly from niche to broader surgical procedures. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2005375822949978143)  2025-12-28T20:30Z [----] followers, [----] engagements


"Royce Invest [--------] on Arcosa $ACGL US Thesis: Arcosa is strategically focusing on higher return growth businesses in U.S. infrastructure particularly in aggregates and engineered structures positioning itself for long-term earnings and cash flow growth through organic expansion and strategic acquisitions. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2006070386002169985)  2025-12-30T18:30Z [----] followers, [----] engagements


"Baron Fifth Avenue Growth Fund on Samsara $IOT US Thesis: Samsara Inc. is a rapidly growing cloud software provider in the telematics industry helping companies enhance operational efficiency through data analysis and AI across commercial vehicles and industrial assets. (Extract from their Q3 letter)"  
[X Link](https://x.com/StockCompil/status/1877777929855541462)  2025-01-10T18:02Z [----] followers, [----] engagements


"Polen US Smid Company Growth on Manhattan Associates $MANH US Thesis: Manhattan Associates is the leading provider of warehouse and distribution center software successfully transitioning to a cloud-based SaaS model that has enhanced its growth potential and created attractive investment opportunities. (Extract from their Q1'25 letter)"  
[X Link](https://x.com/StockCompil/status/1939073907870331146)  2025-06-28T21:30Z [----] followers, [----] engagements


"Aristotle Capital Small Cap Equity on Verra Mobility $VRRM US Thesis: Verra Mobility (VRRM) is well-positioned to capitalize on growing demand for automated enforcement solutions supported by strong recurring revenues and high profit margins. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1952391662786793708)  2025-08-04T15:30Z [----] followers, [----] engagements


"Bell Global Emerging Companies Fund on Fortune Brands International $FBIN US Thesis: Fortune Brands is a manufacturer of home and security products with a strong presence in North America poised for recovery in its key market due to potential Fed rate cuts and lower mortgage rates. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1980688184515166618)  2025-10-21T17:30Z [----] followers, [----] engagements


"Heartland Mid Cap Value Plus Fund on Brady Corp. $BRC US Thesis: Brady Corp. is a well-managed company wisely allocating capital through stock buybacks increasing dividends and strategic acquisitions with strong growth potential in Aerospace and Data Centers and a reasonable stock valuation. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1995561628977205757)  2025-12-01T18:32Z [----] followers, [----] engagements


"Voss Capital on Xponential Fitness $XPOF US Thesis: Xponential Fitness is currently undervalued trading at a significant discount compared to peers with strong unit economics and cash flow potential that could lead to a substantial increase in its share price. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1999487104343044175)  2025-12-12T14:30Z [----] followers, [----] engagements


"Brown Advisory Large Cap Growth on Samsara Inc. $IOT US Thesis: Samsara Inc. is well-positioned for sustained growth in the connected operations market leveraging its innovative platform to modernize industries historically lacking digital infrastructure. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2000272175496859841)  2025-12-14T18:30Z [----] followers, [----] engagements


"Jacob Funds on Circle Internet Group $CRCL US Thesis: Circle Internet Group is a growing digital financial infrastructure provider and the issuer of USDC the second-largest stablecoin which benefits from regulatory support and partnerships that enhance its market position. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2000332579233231164)  2025-12-14T22:30Z [----] followers, [----] engagements


"Brown Advisory Global Leaders on PT Bank Central Asia $BBCA IJ Thesis: PT Bank Central Asia (BCA) is a leading private bank in Indonesia with exceptional financial metrics superior customer outcomes and a strong investment appeal. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2001329310557229192)  2025-12-17T16:31Z [----] followers, [----] engagements


"Sands Capital Emerging Markets Growth on Samsung Electronics $005930 KS Thesis: Samsung Electronics is poised for significant growth as a key supplier of high-bandwidth memory for AI applications and aims to improve its market position in both premium and mass segments amid favorable geopolitical dynamics. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2002023798430646736)  2025-12-19T14:30Z [----] followers, [---] engagements


"Southernsun Small Cap Investment on Crane NXT $CXT US Thesis: Crane NXT (CXT) is a niche leader in secure payments and authentication technologies with strong margins recurring revenue and strategic growth drivers offering a compelling long-term opportunity powered by cash flow not just valuation. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2002084181669552216)  2025-12-19T18:30Z [----] followers, [----] engagements


"Sands Capital Technology Innovators on Duolingo Inc. $DUOL US Thesis: Duolingo is the leading global language-learning app with potential for increased monetization by targeting a larger audience with AI-powered tools. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2003594084477243868)  2025-12-23T22:30Z [----] followers, [----] engagements


"Vulcan Value Partners on Fiserv Inc. $FISV US Thesis: Fiserv Inc. is a financially robust global payments solutions provider with high customer retention and substantial free cash flow positioning it as a valuable investment opportunity. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2005647611735216523)  2025-12-29T14:30Z [----] followers, [----] engagements


"Vela International Fund on Fever-Tree Drinks $FEVR LN Thesis: Fever-Tree Drinks is poised for a return to healthier margins closer to 20% following its transition to Molson Coors for US production after facing challenges that reduced margins below 10%. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2005768412719411473)  2025-12-29T22:30Z [----] followers, [----] engagements


"TCW Global Real Estate Fund on Iron Mountain Inc. $IRM US Thesis: Iron Mountain Inc. is well-positioned to benefit from growth in data centers records management and digital solutions due to its leading market share in the Asset Lifecycle Management industry. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2006040189597020556)  2025-12-30T16:30Z [----] followers, [----] engagements


"The London Company on ACI Worldwide Inc. $ACIW US Thesis: ACI Worldwide Inc. is an attractive investment due to its critical payment software for financial institutions limited competition and strong fundamentals trading at a discount with a market cap of approximately $5B. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/2006855550210871418)  2026-01-01T22:30Z [----] followers, [----] engagements


"35 pitches found in hedge fund Q4 reports this week : Adeia Inc. (ADEA US) by Riverwater Sustainable Value Strategy Aditya Vision (AVL IN) by Wasatch Emerging India Fund Advanced Micro Devices Inc. (AMD US) by White Falcon Capital Management Alphabet Inc. (GOOGL US) by Munro Global Growth Fund Amazon Inc. (AMZN US) by Jensen Quality Growth Equity Composite ANTA Sports Products Limited (2020 HK) by Guinness Emerging Markets Equity Income AstraZeneca PLC (AZN US) by Oakmark International Fund Becle (CUERVO MM) by Longleaf Partners Small-Cap Fund Borr Drilling (BORR NO) by Highwood Value"  
[X Link](https://x.com/StockCompil/status/2019086173168414984)  2026-02-04T16:30Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing