[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.] #  @StockCompil Stock Analysis Compilation Stock Analysis Compilation posts on X about investment, thesis, longterm, cash flow the most. They currently have XXXXX followers and 1112 posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1693635995265110016/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XXXX% - X Months XXXXXXXXX +8.20% - X Year XXXXXXXXX +61% ### Mentions: XXX [#](/creator/twitter::1693635995265110016/posts_active)  - X Week XXX -XXXX% - X Month XXX -XX% - X Months XXXXX +14% - X Year XXXXX +67% ### Followers: XXXXX [#](/creator/twitter::1693635995265110016/followers)  - X Week XXXXX +0.59% - X Month XXXXX +3.30% - X Months XXXXX +26% - X Year XXXXX +72% ### CreatorRank: XXXXXXX [#](/creator/twitter::1693635995265110016/influencer_rank)  ### Social Influence [#](/creator/twitter::1693635995265110016/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% [social networks](/list/social-networks) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [investment](/topic/investment) #2778, [thesis](/topic/thesis) #11, [longterm](/topic/longterm) #141, [cash flow](/topic/cash-flow) #177, [insurance](/topic/insurance) #1879, [infrastructure](/topic/infrastructure) #1590, [discount](/topic/discount) #1928, [corp](/topic/corp) #429, [superior](/topic/superior) #396, [balance sheet](/topic/balance-sheet) #825 **Top accounts mentioned or mentioned by** [@saynototrading](/creator/undefined) [@molly_molly143](/creator/undefined) [@focoinvestor](/creator/undefined) [@number1invest_](/creator/undefined) [@mikefritzell](/creator/undefined) [@chad_pumpiano](/creator/undefined) [@treblestory](/creator/undefined) [@drginvests](/creator/undefined) [@siemprepulpo](/creator/undefined) [@lowerlinersrch](/creator/undefined) [@tkianidis](/creator/undefined) [@_gabriel_c_r_](/creator/undefined) [@jonnagap](/creator/undefined) [@amyrodrigu56642](/creator/undefined) [@alabezek72781](/creator/undefined) [@starcevic_alex](/creator/undefined) [@remindme_ofthis](/creator/undefined) [@noalgos](/creator/undefined) [@aggie_cio](/creator/undefined) [@mxschumacher](/creator/undefined) **Top assets mentioned** [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [RELX PLC (RELX)](/topic/$relx) [AhaToken (AHT)](/topic/$aht) [Hubbell, Inc. (HUBB)](/topic/$hubb) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [CSX Corporation (CSX)](/topic/$csx) [HORIZON KINETICS HOLDING (HKHC)](/topic/horizon-kinetics) [Spotify Technology (SPOT)](/topic/$spot) [RealFevr (FEVR)](/topic/$fevr) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Becton Dickinson and Co (BDX)](/topic/becton-dickinson) [Beldex (BDX)](/topic/$bdx) [Equitable Holdings, Inc. (EQH)](/topic/$eqh) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [NuCypher (NU)](/topic/$nu) [BellRing Brands, Inc. (BRBR)](/topic/$brbr) [Helion (HLN)](/topic/$hln) [AECOM (ACM)](/topic/aecom) [AC Milan Fan Token (ACM)](/topic/$acm) [Trade Desk, Inc. (TTD)](/topic/$ttd) [TPG, Inc. (TPG)](/topic/$tpg) [Cencora, Inc. (COR)](/topic/cencora) [Coreto (COR)](/topic/$cor) [Howard Hughes Holdings Inc. (HHH)](/topic/$hhh) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Charles River Laboratories Intl. Inc (CRL)](/topic/$crl) [AS Roma Fan Token (ASR)](/topic/$asr) [IDEXX Laboratories, Inc. (IDXX)](/topic/idexx-laboratories-inc) [Streamr (DATA)](/topic/$data) [General Electric Company (GE)](/topic/$ge) [Millonarios FC Fan Token (MFC)](/topic/$mfc) [Exodus AI (EXO)](/topic/$exo) [Navigator Exchange (NAVI)](/topic/$mmy) [Pinterest, Inc. (PINS)](/topic/$pins) [Intercontinental Exchange Inc (ICE)](/topic/intercontinental-exchange) [Decentral Games ICE (ICE)](/topic/$ice) [Uber Technologies, Inc. (UBER)](/topic/$uber) [DexCom, Inc. (DXCM)](/topic/$dxcm) [Bedrock (BR)](/topic/$br) [ThoreCoin (THR)](/topic/$thr) [Baklava (BAVA)](/topic/$bava) [Owens Corning (OC)](/topic/owens-corning) ### Top Social Posts [#](/creator/twitter::1693635995265110016/posts) --- Top posts by engagements in the last XX hours "L1 Capital on Aurizon $AZJ: "As the leading rail operator in Australia Aurizon has over 5000kms of network rail assets and the largest haulage operations in Australia" (Extract from their Q4 letter)" [X Link](https://x.com/StockCompil/status/1768011902439833657) [@StockCompil](/creator/x/StockCompil) 2024-03-13T20:31Z 8725 followers, XXX engagements "Wasatch GI on BellRing Brands $BRBR: "BellRings business is largely resistant to the potential effects of an economic slowdown or recession and stands to benefit from the growing popularity of protein drinks as low-calorie meal replacements" (Extract from their Q4 letter)" [X Link](https://x.com/StockCompil/status/1775555106794258459) [@StockCompil](/creator/x/StockCompil) 2024-04-03T16:05Z 8725 followers, XXX engagements "Guinness Global Equity Income on Haleon $HLN LN Thesis: Haleon is an attractive investment due to its leading market position in consumer health products strong brand portfolio robust cash flow and favorable growth prospects in both developed and emerging markets. (Extract from their 05'25 letter)" [X Link](https://x.com/StockCompil/status/1942244838696497188) [@StockCompil](/creator/x/StockCompil) 2025-07-07T15:30Z 8725 followers, 1904 engagements "Harris Oakmark Global All Cap Strategy on Ashtead Group $AHT LN Thesis: Ashtead Group is a well-positioned international equipment rental company that is poised to gain market share in an under-penetrated North American market supported by a strong management team and benefiting from recent tariff-induced investment reshoring opportunities. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1967944643179373043) [@StockCompil](/creator/x/StockCompil) 2025-09-16T13:32Z 8725 followers, 1433 engagements "TAMIM Fund Global High Conviction on AECOM $ACM US Thesis: AECOM is a well-positioned investment in the infrastructure sector with consistent revenue growth and a strong global presence despite some regional risks. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1971688923169439925) [@StockCompil](/creator/x/StockCompil) 2025-09-26T21:30Z 8725 followers, 2730 engagements "Heartland Value Fund on Photronics Inc. $PLAB US Thesis: Photronics Inc. (PLAB) is undervalued at $XX per share trading at less than 10x 2026 earnings forecasts with strong growth potential in semiconductor manufacturing amid a market recovery. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1974135066381971848) [@StockCompil](/creator/x/StockCompil) 2025-10-03T15:30Z 8725 followers, 5733 engagements "Heartland Mid Cap Value Fund on Hubbell Inc $HUBB US Thesis: Hubbell Inc is a leading electrical component manufacturer now attractively priced after a strategic shift towards utility markets benefiting from ongoing demand for infrastructure upgrades. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1974165299051037033) [@StockCompil](/creator/x/StockCompil) 2025-10-03T17:31Z 8725 followers, 1347 engagements "Vision Capital on The Trade Desk $TTD US Thesis: The Trade Desk is the leading independent programmatic digital advertising platform well-positioned to benefit from the increasing connected TV ad spend despite recent challenges and competition from Amazon DSP. (Extract from their Q3'25 letter)" [X Link](https://x.com/StockCompil/status/1978815960812323067) [@StockCompil](/creator/x/StockCompil) 2025-10-16T13:31Z 8725 followers, 2029 engagements "Oakmark International Fund on Dassault Systmes $DSY FP Thesis: Dassault Systmes is a leading French software company specializing in virtual twin technology that accelerates innovation and reduces costs offering an attractive investment opportunity after a recent share price decline despite strong fundamentals. (Extract from their Q3'25 letter)" [X Link](https://x.com/StockCompil/status/1978876351122714922) [@StockCompil](/creator/x/StockCompil) 2025-10-16T17:31Z 8725 followers, 1286 engagements "Vulcan VP on TPG $TPG US Thesis: TPG is a reputable alternative asset manager poised for growth in a thriving industry benefiting from strong fundraising capabilities and a commitment to returning capital to investors. (Extract from their Q1'25 letter)" [X Link](https://x.com/StockCompil/status/1926329962027459060) [@StockCompil](/creator/x/StockCompil) 2025-05-24T17:30Z 8724 followers, 1589 engagements "Tamim Fund Global High Conviction on Evonik Industries AG $EVK GY Thesis: Evonik Industries AG is a strong investment opportunity due to its solid performance in specialty chemicals operational efficiencies and attractive valuation despite its growth potential and strategic improvements. (Extract from their Q1'25 letter)" [X Link](https://x.com/StockCompil/status/1927719107895468462) [@StockCompil](/creator/x/StockCompil) 2025-05-28T13:30Z 8724 followers, 9768 engagements "Baron Health Care Fund on Argenx SE $ARGX US Thesis: Argenx SE is a biotechnology company developing Vyvgart a leading FcRn inhibitor for autoimmune conditions with strong long-term growth potential despite recent lower-than-expected sales due to seasonal factors. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1953176856250712164) [@StockCompil](/creator/x/StockCompil) 2025-08-06T19:30Z 8724 followers, 2419 engagements "Troy AM on Hubbell $HUBB US Thesis: Hubbell is a reputable company with a strong track record and growth potential in the essential electrical equipment market leveraging its competitive advantages to benefit from significant future grid investments. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1955381435428110363) [@StockCompil](/creator/x/StockCompil) 2025-08-12T21:30Z 8724 followers, 1602 engagements "Artisan Global Opportunities Strategy on Cencora $COR US Thesis: Cencora is a major drug distributor enhancing its specialty drug business through higher margin services and acquisitions positioning itself for increased market share and profits. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1957072593707573432) [@StockCompil](/creator/x/StockCompil) 2025-08-17T13:30Z 8724 followers, 1476 engagements "Black Bear on Builders FirstSource (BLDR) $BLDR US Thesis: Builders FirstSource (BLDR) is well-positioned for growth amid a U.S. housing shortage leveraging its value-added business model and strong cash flow despite current market headwinds. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1961844032394469676) [@StockCompil](/creator/x/StockCompil) 2025-08-30T17:30Z 8724 followers, 2924 engagements "Loomis Sayles Growth Fund on Thermo Fisher Scientific $TMO US Thesis: Thermo Fisher Scientific (TMO) is well-positioned for long-term growth in the life sciences tools industry with a strong focus on biopharma anticipated high-single-digit revenue growth and undervalued share price offering a compelling investment opportunity despite current market pessimism. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1962266832754163756) [@StockCompil](/creator/x/StockCompil) 2025-08-31T21:30Z 8724 followers, 2547 engagements "Pershing Square on Howard Hughes Holdings $HHH US Thesis: HHH is aiming to transform into a modern holding company akin to Berkshire Hathaway by acquiring a profitable property casualty insurance company leveraging its cash flows and investment strategies to enhance long-term shareholder value. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1964682752311132615) [@StockCompil](/creator/x/StockCompil) 2025-09-07T13:30Z 8724 followers, 3233 engagements "Artemis US Extended Alpha Fund on TransDigm $TDG US Thesis: TransDigm is a high-quality aerospace company with robust potential for revenue growth and strong margins trading at a discount despite its solid aftermarket and defense market prospects. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1965528773547233787) [@StockCompil](/creator/x/StockCompil) 2025-09-09T21:32Z 8724 followers, 2901 engagements "Harris Oakmark Concentrated Strategy on Charles River Labs $CRL US Thesis: Charles River Labs is a leading provider of preclinical research services with a strong competitive advantage poised for growth despite current challenges making it an attractive investment opportunity. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1966222836747423919) [@StockCompil](/creator/x/StockCompil) 2025-09-11T19:30Z 8724 followers, 1660 engagements "Harris Oakmark International Equity Strategy on ASR Nederland $ASR NA Thesis: ASR Nederland is a well-positioned Dutch insurance and investment holding company anticipated to benefit from regulatory reforms and market consolidation while effectively returning cash to shareholders especially following its 2023 acquisition of Aegon Netherlands. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1967673045767586129) [@StockCompil](/creator/x/StockCompil) 2025-09-15T19:33Z 8724 followers, 1878 engagements "Platinium AM on IDEXX Laboratories Inc. $IDXX US Thesis: IDEXX is a leading global provider of veterinary diagnostics and software enabling veterinarians to deliver rapid in-clinic testing while generating continuous revenue through high-margin consumables. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1968034807037698348) [@StockCompil](/creator/x/StockCompil) 2025-09-16T19:30Z 8724 followers, 1492 engagements "Liontrust GF UK Growth Fund on GlobalData $DATA LN Thesis: GlobalData is a leading provider of business-critical research and analytics with a strong subscription-based revenue model and deep intellectual property assets now supported by Liontrust UK Growth Fund amid recent takeover interests. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1970601773405512096) [@StockCompil](/creator/x/StockCompil) 2025-09-23T21:30Z 8724 followers, 1738 engagements "TAMIM Fund Global High Conviction on Santen Pharmaceutical Co. Ltd. $4536 JP Thesis: Santen Pharmaceutical Co. Ltd. is a specialized ophthalmology company with a strong product portfolio and an innovative pipeline poised to benefit from regional growth in Asia amid a challenging US pharmaceutical landscape. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1973017902337908956) [@StockCompil](/creator/x/StockCompil) 2025-09-30T13:31Z 8724 followers, 1157 engagements "Harding Loevner International Equity on Safran $SAF FP Thesis: Safran is a French industrial leader in commercial aerospace primarily benefiting from its joint venture with General Electric and promising growth in global air traffic. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1974104878390636810) [@StockCompil](/creator/x/StockCompil) 2025-10-03T13:30Z 8725 followers, 1257 engagements "Sands Capital International Growth on Galderma $GALD SW Thesis: Galderma is a leading Swiss dermatology company positioned for long-term above-average earnings growth due to its strong market presence innovative products and focus on high-margin injectables and therapeutics. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1978015922452382156) [@StockCompil](/creator/x/StockCompil) 2025-10-14T08:32Z 8724 followers, 1234 engagements "Greystone CM on Medical Facilities Corp. $MFC US Thesis: Medical Facilities Corp. is a solid value investment with a strong cash flow consistent share repurchases and resilient growth in a stable market. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1978151601937199473) [@StockCompil](/creator/x/StockCompil) 2025-10-14T17:31Z 8725 followers, 1166 engagements "East XX Dynasty Trust on Exor $EXO IM Thesis: Exor is facing a triple discount but may close its NAV gap through strategic asset divestments and capital liberation over the next few years. (Extract from their Q3'25 letter)" [X Link](https://x.com/StockCompil/status/1978846150955266537) [@StockCompil](/creator/x/StockCompil) 2025-10-16T15:31Z 8725 followers, 1186 engagements "Fairlight Capital on Monument Mining Limited $MMY CN Thesis: Monument Mining combines low-cost gold production rising profitability and strong cash flow generation trading at an attractive valuation of 3x forward earnings (Extract from their Q3 letter)" [X Link](https://x.com/StockCompil/status/1867275475531575333) [@StockCompil](/creator/x/StockCompil) 2024-12-12T18:29Z 8725 followers, 2177 engagements "Lakehouse Global Growth Fund on Pinterest $PINS US Thesis: Pinterest is a unique visual discovery platform with strong commercial intent and significant growth potential in advertising bolstered by recent CEO leadership and innovative tools that enhance monetization strategies. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1974859780708499571) [@StockCompil](/creator/x/StockCompil) 2025-10-05T15:30Z 8725 followers, 3185 engagements "Sands Capital Global Growth on Intercontinental Exchange (ICE) $ICE US Thesis: Intercontinental Exchange (ICE) is a leading financial exchange operator that has diversified its offerings across various derivatives data services and mortgage technology positioning itself for sustained above-average earnings growth. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1976339728233365573) [@StockCompil](/creator/x/StockCompil) 2025-10-09T17:31Z 8725 followers, 2349 engagements "Burke Wealth Management on Uber Technologies $UBER US Thesis: Uber Technologies is a leading global platform in mobility and delivery positioned for long-term growth despite uncertainties around autonomous driving and competitive dynamics in delivery. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1977034154781856245) [@StockCompil](/creator/x/StockCompil) 2025-10-11T15:30Z 8725 followers, 3123 engagements "Bell Global Equities Fund on Dexcom $DXCM US Thesis: Dexcom is a fast-growing US MedTech company specializing in continuous glucose monitoring systems poised for significant growth due to its strong market position and expanding opportunities in type X diabetes management. (Extract from their Q3'25 letter)" [X Link](https://x.com/StockCompil/status/1978906459774575006) [@StockCompil](/creator/x/StockCompil) 2025-10-16T19:30Z 8725 followers, 1349 engagements "Ensemble Capital on Broadridge Financial Solutions $BR: (extract from their Q4 letter)" [X Link](https://x.com/StockCompil/status/1749824561527337444) [@StockCompil](/creator/x/StockCompil) 2024-01-23T16:01Z 8713 followers, XXX engagements "Artisan Partners on RELX $RELX LN RELX is a European leader in AI given its experience with large language models and launching AI products across multiple business segments (Extract from their Q1 letter)" [X Link](https://x.com/StockCompil/status/1804105985197510666) [@StockCompil](/creator/x/StockCompil) 2024-06-21T10:56Z 8713 followers, 1221 engagements "Impact IM on RELX $RELX LN (Extract from their Q1 letter)" [X Link](https://x.com/StockCompil/status/1807340800138977645) [@StockCompil](/creator/x/StockCompil) 2024-06-30T09:10Z 8713 followers, 1514 engagements "Diamond Hill on Thermon Group Holdings $THR US Thesis: Thermons leadership in mission-critical heat solutions and its strong customer base make it a reliable player in complex industrial markets (Extract from their Q2 letter)" [X Link](https://x.com/StockCompil/status/1845132067002253792) [@StockCompil](/creator/x/StockCompil) 2024-10-12T15:59Z 8714 followers, 1798 engagements "Brandes on Takeda Pharmaceutical $4502 JP Thesis: Takedas strategic deleveraging and diversified drug pipeline combined with strong market positioning offer compelling upside despite recent challenges (Extract from their Q3 letter)" [X Link](https://x.com/StockCompil/status/1859517103574802858) [@StockCompil](/creator/x/StockCompil) 2024-11-21T08:40Z 8713 followers, 1065 engagements "Protean Funds on Bavarian Nordic $BAVA DC Thesis: Bavarian Nordic is a Danish vaccine producer with strong growth potential in its travel vaccine franchise driven by demand for rabies and TBE vaccines alongside its more volatile smallpox and monkeypox elements. (Extract from their Q4 letter)" [X Link](https://x.com/StockCompil/status/1880957882868596821) [@StockCompil](/creator/x/StockCompil) 2025-01-19T12:38Z 8712 followers, 1645 engagements "AMG River Road Large Cap Value Select Fund on CSX Corp. $CSX US Thesis: CSX Corp. is a leading Class X railroad with strong pricing power robust cash flow and potential for growth in merchandise volumes positioned to benefit from market trends and shareholder returns. (Extract from their Q4 letter)" [X Link](https://x.com/StockCompil/status/1904179285260394868) [@StockCompil](/creator/x/StockCompil) 2025-03-24T14:31Z 8713 followers, 1630 engagements "Ariel Global on Owens Corning (OC) $OC US Thesis: Owens Corning is a leading global manufacturer of building materials with strong profitability in roofing and insulation benefiting from market concentration sustainability focus and managements efficiency initiatives. (Extract from their Q4'24 letter)" [X Link](https://x.com/StockCompil/status/1920954471892255036) [@StockCompil](/creator/x/StockCompil) 2025-05-09T21:30Z 8713 followers, 1661 engagements "Horizon Kinetics on San Juan Basin Royalty Trust $SJT US Thesis: San Juan Basin Royalty Trust is undervalued due to its current lack of distributions but potential significant production growth and favorable market conditions could lead to lucrative returns for patient investors. (Extract from their Q1'25 letter)" [X Link](https://x.com/StockCompil/status/1925212606920274422) [@StockCompil](/creator/x/StockCompil) 2025-05-21T15:30Z 8713 followers, 2728 engagements "Giverny Capital on Builders FirstSource $BLDR US Thesis: Builders FirstSource is a leading building products distributor poised for growth due to its efficient services and strong market position despite current obstacles in the housing market. (Extract from their Q1'25 letter)" [X Link](https://x.com/StockCompil/status/1929651846324359435) [@StockCompil](/creator/x/StockCompil) 2025-06-02T21:30Z 8713 followers, 13.9K engagements "Macquarie Value Fund on CSX Corp. $CSX US Thesis: CSX Corp. is a well-positioned North American railroad operator with attractive valuations operational efficiencies from precision scheduled railroading and strong cash flow attributes despite facing challenges from a declining coal market and competition. (Extract from their Q1'25 letter)" [X Link](https://x.com/StockCompil/status/1930648401974030570) [@StockCompil](/creator/x/StockCompil) 2025-06-05T15:30Z 8714 followers, 1332 engagements "Diamond Hill Small Mid Cap Fund on Builders FirstSource $BLDR US Thesis: Builders FirstSource is well-positioned to benefit from increasing demand in the construction sector due to a single-family home deficit supported by innovative digital solutions and potential for share buybacks and acquisitions to enhance shareholder value. (Extract from their Q1'25 letter)" [X Link](https://x.com/StockCompil/status/1934604477304119497) [@StockCompil](/creator/x/StockCompil) 2025-06-16T13:30Z 8714 followers, 2448 engagements "Cambiar Opportunity Fund on Regeneron Pharmaceuticals $REGN US Thesis: Regeneron is a high-quality biopharmaceutical operator with a strong R&D foundation a robust financial position and a favorable risk/reward opportunity despite a temporary revenue slowdown for its EYLEA product. (Extract from their Q1'25 letter)" [X Link](https://x.com/StockCompil/status/1940100655751860279) [@StockCompil](/creator/x/StockCompil) 2025-07-01T17:30Z 8713 followers, 3707 engagements "LRT Capital Management on Petrleo Brasileiro S.A. - Petrobras $PBR US Thesis: Petrobras is a leading global energy producer driven by its vast pre-salt oil reserves and advanced deepwater technology focusing on maximizing value from its primary high-return exploration activities. (Extract from their Q1'25 letter)" [X Link](https://x.com/StockCompil/status/1946986066717642899) [@StockCompil](/creator/x/StockCompil) 2025-07-20T17:30Z 8713 followers, 2924 engagements "Alphyn Capital Management on KKR & Co Inc $KKR US Thesis: KKR & Co Inc is well-positioned for resilient growth due to its robust cash-flow engine driven by steady management fees strong insurance earnings and strategic long-term holdings despite recent market concerns. (Extract from their Q1'25 letter)" [X Link](https://x.com/StockCompil/status/1947408861574357482) [@StockCompil](/creator/x/StockCompil) 2025-07-21T21:30Z 8713 followers, 2218 engagements "Ariel Global Fund on Banco Bilbao Vizcaya Argentaria SA (BBVA) $BBVA SM Thesis: Banco Bilbao Vizcaya Argentaria SA (BBVA) is well-positioned for growth due to its strong market presence in Mexico and Turkey expected loan growth and potential merger benefits while currently trading at a significant discount despite superior return-on-equity. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1949522768602472668) [@StockCompil](/creator/x/StockCompil) 2025-07-27T17:30Z 8713 followers, 1679 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) [@StockCompil](/creator/x/StockCompil) 2025-08-02T21:30Z 8713 followers, 2125 engagements "Baron Health Care Fund on Intuitive Surgical Inc. $ISRG US Thesis: Intuitive Surgical Inc. is a competitively advantaged company with strong financials and growth potential driven by its da Vinci Surgical System and the expanding adoption of robotic surgery. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1953841277872537792) [@StockCompil](/creator/x/StockCompil) 2025-08-08T15:30Z 8713 followers, 3368 engagements "Baron Real Estate Income Fund on Iron Mountain Incorporated $IRM US Thesis: Iron Mountain is a company with a stable records management business and a rapidly expanding data center segment expected to grow overall cash flow by around XX% and per share by high single digits in the coming years. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1954928555629965749) [@StockCompil](/creator/x/StockCompil) 2025-08-11T15:31Z 8713 followers, 1394 engagements "BA Beutel Goodman US Value Fund on Elevance Health Inc. $ELV US Thesis: Elevance Health Inc. is a major managed care organization poised for growth due to favorable trends in government outsourcing and value-based care despite current margin pressures. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1962146042679374333) [@StockCompil](/creator/x/StockCompil) 2025-08-31T13:30Z 8713 followers, 3011 engagements "Baron Global Advantage Fund on Illumina Inc. $ILMN US Thesis: Illumina Inc. is a leading DNA sequencing platform with strong long-term growth potential despite recent pressures driven by its competitive advantages in the expanding $XX billion clinical diagnostics market. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1963263758928666836) [@StockCompil](/creator/x/StockCompil) 2025-09-03T15:32Z 8713 followers, 1554 engagements "Brown Advisory US Sustainable Growth Fund on Taiwan Semiconductor Manufacturing Company $TSM US Thesis: Taiwan Semiconductor Manufacturing Company (TSM) is a leading semiconductor foundry that dominates the global market with a focus on efficient manufacturing innovative technology and sustainable practices making it a crucial player in the digital transformation of the economy. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1965468387879817462) [@StockCompil](/creator/x/StockCompil) 2025-09-09T17:32Z 8713 followers, 2163 engagements "Harris Oakmark International Small Cap Strategy on Amplifon $AMP IM Thesis: Amplifon is well-positioned for growth in the hearing aid market benefiting from favorable demographics and a critical retail role despite recent valuation lows. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1966132316293484556) [@StockCompil](/creator/x/StockCompil) 2025-09-11T13:30Z 8713 followers, 1650 engagements "Aristotle Small Mid Cap Equity on Perrigo $PRGO US Thesis: Perrigo is a consumer health company undergoing a turnaround with new management's self-help initiatives aimed at improving profitability and driving above-average earnings growth. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1966524917035233764) [@StockCompil](/creator/x/StockCompil) 2025-09-12T15:30Z 8713 followers, 1608 engagements "Harris Oakmark Global All Cap Strategy on Adidas $ADS GY Thesis: Adidas is a revitalized global sportswear leader poised for growth and margin expansion offering an attractive investment opportunity at a discount due to recent stock price declines. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1966555052929073338) [@StockCompil](/creator/x/StockCompil) 2025-09-12T17:30Z 8714 followers, 1768 engagements "Madison Small Cap Fund on Advanced Drainage Systems $WMS US Thesis: Advanced Drainage Systems (WMS) is a leading manufacturer of high-performance drainage solutions with substantial advantages in scale distribution and cost positioned to benefit from increasing storm intensity and related water management challenges. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1968669278334320779) [@StockCompil](/creator/x/StockCompil) 2025-09-18T13:31Z 8713 followers, 1311 engagements "Madison Small Cap Fund on The Hanover Insurance Group $THG US Thesis: The Hanover Insurance Group is a high-quality underfollowed P&C insurance company with a diversified business mix and an assessed intrinsic value of $XXX. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1969393788683448353) [@StockCompil](/creator/x/StockCompil) 2025-09-20T13:30Z 8713 followers, 1474 engagements "Latitude IM on Dollar Tree $DLTR US Thesis: Dollar Tree is poised for significant growth after selling Family Dollar leading to a stronger balance sheet and capital return to shareholders making it an attractive investment opportunity at a price of $XX. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1970481354123977069) [@StockCompil](/creator/x/StockCompil) 2025-09-23T13:32Z 8713 followers, 1692 engagements "Voss Capital on Aecon Group $ARE CN Thesis: Aecon Group is experiencing strong growth in its Utilities and Nuclear segments while facing challenges in its construction sectors suggesting a potential XX% upside to $XX per share. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1973380389637873799) [@StockCompil](/creator/x/StockCompil) 2025-10-01T13:32Z 8713 followers, 1432 engagements "TCW Relative Value Mid Cap Fund on Electronic Arts Inc. $EA US Thesis: Electronic Arts is a global leader in digital interactive entertainment focused on expanding its gaming portfolio and technological integration while investing in AI for creativity ahead of the 2026 World Cup. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1973440469326569640) [@StockCompil](/creator/x/StockCompil) 2025-10-01T17:30Z 8713 followers, 1528 engagements "Heartland Value Plus Fund on Silicon Motion Technology Corp. $SIMO US Thesis: Silicon Motion Technology Corp. is a promising investment due to its transition toward higher-margin data center products and potential undervaluation despite recent market fluctuations. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1975222324447125641) [@StockCompil](/creator/x/StockCompil) 2025-10-06T15:31Z 8715 followers, 1514 engagements "Harding Loevner Emerging Markets Equity on MercadoLibre $MELI US Thesis: MercadoLibre is a leading Brazilian e-commerce platform leveraging strong user engagement innovative services and a robust logistics network to maintain its competitive edge against emerging rivals like Shopee. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1975584773604024789) [@StockCompil](/creator/x/StockCompil) 2025-10-07T15:31Z 8713 followers, 1562 engagements "Renaissance IM Small Cap Growth on ADMA Biologics $ADMA US Thesis: ADMA Biologics is a commercial-stage biopharma company focused on plasma-based biologics for immune deficiencies and infectious disease prevention with strong growth prospects and a target of $X billion in revenue by 2030. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1976037559605019043) [@StockCompil](/creator/x/StockCompil) 2025-10-08T21:30Z 8714 followers, 2440 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) [@StockCompil](/creator/x/StockCompil) 2025-10-10T17:30Z 8713 followers, 1516 engagements "Sands Capital Technology Innovators on Spotify $SPOT US Thesis: Spotify is the leading audio streaming service with significant market share inelastic demand and strong pricing power poised for gross and operating margin improvement over the next five years. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1977124719833891078) [@StockCompil](/creator/x/StockCompil) 2025-10-11T21:30Z 8713 followers, 1565 engagements "Renaissance IM MidCap Growth on Dynatrace $DT US Thesis: Dynatrace is a leading provider of observability services benefiting from strong growth drivers such as the shift to cloud and AI while consolidating customer demand onto a single platform. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1977456960409633141) [@StockCompil](/creator/x/StockCompil) 2025-10-12T19:30Z 8713 followers, 1747 engagements "Silver Beech on Southwest Gas Holdings $SWX US Thesis: Southwest Gas Holdings is a mid-cap utility company poised for significant valuation re-rating due to upcoming deconsolidation proactive deleveraging robust growth prospects and improved regulatory conditions. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1977759126127009958) [@StockCompil](/creator/x/StockCompil) 2025-10-13T15:31Z 8715 followers, 1165 engagements "Greystone on Sylogist $SYL CN Thesis: Sylogist is a non-profit and government software company experiencing a strong turnaround with promising SaaS growth projections and significant upside potential in its market value by 2027. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1978061472468029562) [@StockCompil](/creator/x/StockCompil) 2025-10-14T11:33Z 8713 followers, 1098 engagements "Longleaf on ESR Group $1821 HK Thesis: ESR Group's strategic shift to a capital-light model and decreasing China exposure coupled with a potential privatization offer presents a significant revaluation opportunity (Extract from their Q2 letter)" [X Link](https://x.com/StockCompil/status/1821448006639759498) [@StockCompil](/creator/x/StockCompil) 2024-08-08T07:27Z 8720 followers, 3691 engagements "Lindsell Train on RELX $RELX LN Thesis: RELXs AI-driven transformation and leadership in data analytics make it a standout in legal and risk services. (Extract from their Q3 letter)" [X Link](https://x.com/StockCompil/status/1864672071835636061) [@StockCompil](/creator/x/StockCompil) 2024-12-05T14:04Z 8714 followers, 1478 engagements "Gemway on Xiaomi Corporation $1810 HK Thesis: Xiaomi is a leading global technology company known for its high-quality affordable smartphones and innovative products with ambitions in the electric vehicle market and a strong growth trajectory driven by a vast ecosystem and user base. (Extract from their Q4 letter)" [X Link](https://x.com/StockCompil/status/1891858963664154907) [@StockCompil](/creator/x/StockCompil) 2025-02-18T14:35Z 8719 followers, 1723 engagements "Horizon Kinetics on Texas Pacific Land $TPL US Thesis: TPL is a potentially undervalued investment due to unrealized revenues from natural gas production that will increase as pipeline capacity improves. (Extract from their Q4 letter)" [X Link](https://x.com/StockCompil/status/1902820086060073094) [@StockCompil](/creator/x/StockCompil) 2025-03-20T20:30Z 8720 followers, 4369 engagements "Parnassus Core Equity Fund on KLA $KLAC US Thesis: KLA is well-positioned for long-term growth due to high switching costs strong demand for advanced semiconductors and effective management despite recent stock price concerns related to weaker demand in China. (Extract from their Q4 letter)" [X Link](https://x.com/StockCompil/status/1907485953100255566) [@StockCompil](/creator/x/StockCompil) 2025-04-02T17:31Z 8721 followers, 1748 engagements "Appalaches Capital on Arch Capital $ACGL US Thesis: Arch Capitals disciplined underwriting and long-term incentive model minimize agency costspositioning it as a top-tier insurer trading cheaply despite structural tailwinds and standout profitability. (Extract from their Q1 letter)" [X Link](https://x.com/StockCompil/status/1915820752265269469) [@StockCompil](/creator/x/StockCompil) 2025-04-25T17:30Z 8719 followers, 2183 engagements "Alpha Wealth Funds on MSCI Inc. $MSCI US Thesis: MSCI is a leading provider of decision support tools for the investment community with a strong competitive advantage via its industry-standard indices and consistent revenue growth. (Extract from their Q1'25 letter)" [X Link](https://x.com/StockCompil/status/1935782237540171967) [@StockCompil](/creator/x/StockCompil) 2025-06-19T19:30Z 8725 followers, 1832 engagements "Royce IP on Ashtead Technology Holdings $AHT LN Thesis: Ashtead Technology Holdings is a leading provider of rental equipment for offshore oil & gas and wind industries with strong growth prospects and a compelling valuation despite recent share price declines. (Extract from their article)" [X Link](https://x.com/StockCompil/status/1943362194319511831) [@StockCompil](/creator/x/StockCompil) 2025-07-10T17:30Z 8720 followers, 2779 engagements "Guinness Sustainable Energy on Prysmian $PRY IM Thesis: Prysmian is a global leader in electrical and data cable manufacturing with strong growth potential in the offshore wind industry and a fully booked backlog until 2029 making it an attractive investment opportunity. (Extract from their 05'25 letter)" [X Link](https://x.com/StockCompil/status/1943664152519548975) [@StockCompil](/creator/x/StockCompil) 2025-07-11T13:30Z 8714 followers, 1538 engagements "Guinness Greater China on Meituan $3690 HK Thesis: Meituan is China's largest food delivery platform leveraging a strong network of merchants customers and drivers to withstand competitive pressures from and remain a favorable investment despite potential margin pressures. (Extract from their 005'25 letter)" [X Link](https://x.com/StockCompil/status/1944449321589469566) [@StockCompil](/creator/x/StockCompil) 2025-07-13T17:30Z 8719 followers, 1369 engagements "Baron Asset Fund on LPL Financial Holdings Inc. $LPLA US Thesis: LPL Financial Holdings Inc. is well-positioned to capitalize on the growing demand for independent financial advice by leveraging its leading technology scale and advisor incentives to gain market share and drive substantial EBITDA and earnings per share growth. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1953901652026536162) [@StockCompil](/creator/x/StockCompil) 2025-08-08T19:30Z 8715 followers, 2223 engagements "RS Small Cap Value Strategy on Garrett Motion $GTX US Thesis: Garrett Motion is a leading turbocharger technology provider with a strong business model that generates solid returns and value for shareholders. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1956106258118799691) [@StockCompil](/creator/x/StockCompil) 2025-08-14T21:30Z 8715 followers, 1738 engagements "Durable Advantage Fund on Amphenol $APH US Thesis: Amphenols technological leadership dominant AI data center connector position agile entrepreneurial culture and disciplined capital allocation position it for accelerated growth and sustained shareholder value creation. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1959307272925938065) [@StockCompil](/creator/x/StockCompil) 2025-08-23T17:30Z 8714 followers, 3014 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) [@StockCompil](/creator/x/StockCompil) 2025-08-23T19:30Z 8719 followers, 2886 engagements "Artisan Value Equity Strategy on Thermo Fisher Scientific $TMO US Thesis: Thermo Fisher Scientific (TMO) is a leading life science tools company with strong growth potential in fast-growing markets solid financials and a largely recurring revenue model making it an attractive investment despite current market challenges. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1961059166589419932) [@StockCompil](/creator/x/StockCompil) 2025-08-28T13:31Z 8715 followers, 1801 engagements "Vulcan Value Partners on IQVIA Holdings $IQV US Thesis: IQVIA Holdings is the world's largest contract research organization leveraging its extensive data and services to support drug development and commercialization while navigating current industry challenges. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1963957987002700203) [@StockCompil](/creator/x/StockCompil) 2025-09-05T13:30Z 8715 followers, 1455 engagements "Choice Equities on Modine Manufacturing Company (MOD) $MOD US Thesis: Modine Manufacturing Company is effectively executing its transformation strategy under CEO Neil Brinker leveraging the Danaher Business System with expectations of sustained topline growth and mid-teens earnings growth driven by durable demand in key segments and strategic acquisitions. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1964018353929957559) [@StockCompil](/creator/x/StockCompil) 2025-09-05T17:30Z 8715 followers, 1479 engagements "Gator Capital on WEX Inc. $WEX US Thesis: WEX Inc. is an attractive investment due to its high-quality capital-light business model low valuation strong free cash flow activist investor involvement and disciplined capital allocation strategy. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1964743124892221657) [@StockCompil](/creator/x/StockCompil) 2025-09-07T17:30Z 8719 followers, 4302 engagements "Saltlight Capital on Brookfield Corporation $BAM US Thesis: Brookfield is strategically positioned to capitalize on the growing demand for renewable energy and AI infrastructure financing backed by a substantial $XXX billion commitment to major projects over five years while leveraging its expertise in mitigating risks through innovative financial strategies. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1965462939504173557) [@StockCompil](/creator/x/StockCompil) 2025-09-09T17:10Z 8715 followers, 1901 engagements "Harris Oakmark Global Strategy on KB Financial Group $KB A Thesis: KB Financial Group is a leading South Korean bank with a strong capital position and focus on shareholder returns positioned to benefit from improving industry dynamics despite historical low returns on equity. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1965830289998930157) [@StockCompil](/creator/x/StockCompil) 2025-09-10T17:30Z 8720 followers, 1659 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) [@StockCompil](/creator/x/StockCompil) 2025-09-10T19:30Z 8720 followers, 3405 engagements "Harris Oakmark International Small Cap Strategy on Ayala Land $ALI PM Thesis: Ayala Land is the largest private land-owner in the Philippines and an attractive investment opportunity due to favorable demographic trends a consumption-driven economy and a strategic shift towards profitable estate development. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1967310031113637893) [@StockCompil](/creator/x/StockCompil) 2025-09-14T19:30Z 8718 followers, 1923 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) [@StockCompil](/creator/x/StockCompil) 2025-09-18T17:30Z 8719 followers, 1328 engagements "Lindsell Train Global Equity Fund on Fair Isaac Corp $FICO US Thesis: Despite regulatory headwinds FICOs dominant market position pricing power and adaptable growth strategybolstered by strong distribution partnerships and aggressive buybackshighlight a resilient business model primed to withstand competitive threats. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1969061674280710298) [@StockCompil](/creator/x/StockCompil) 2025-09-19T15:31Z 8715 followers, 3274 engagements "Longleaf Partners International Fund on Glanbia $GLB IA Thesis: Glanbia is expected to reach a turning point in H1 with improving margins in Performance Nutrition potential resolution of underperforming brands and the strategic sale of its Dairy Nutrition business leading to a reassessment of its undervalued core divisions. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1970209142347358674) [@StockCompil](/creator/x/StockCompil) 2025-09-22T19:30Z 8718 followers, 1527 engagements "Macquarie Core Equity Fund on Advanced Micro Devices Inc. (AMD) $AMD US Thesis: Advanced Micro Devices Inc. is positioned to significantly increase its market share in AI GPUs by 2027 potentially rivaling industry leader NVIDIA and driving larger revenue gains than currently anticipated. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1970843602281496763) [@StockCompil](/creator/x/StockCompil) 2025-09-24T13:31Z 8715 followers, 1551 engagements "TAMIM Fund Global High Conviction on Ebara Corporation $6361 JP Thesis: Ebara Corporation is a strategic investment opportunity that blends traditional industrial operations with significant growth potential in infrastructure semiconductors and energy transition markets. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1972293066737287459) [@StockCompil](/creator/x/StockCompil) 2025-09-28T13:31Z 8718 followers, 2107 engagements "AMG River Road Focused Absolute Value Fund on Murphy $MUSA US Thesis: Murphy USAs strategic locations near Walmart low-cost operations and capital-light model offer a compelling mix of high customer traffic and superior returns making it a structurally advantaged player in the convenience store industry. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1972655487796560281) [@StockCompil](/creator/x/StockCompil) 2025-09-29T13:31Z 8720 followers, 1763 engagements "The London Company Income Equity on Chubb Limited $CB US Thesis: Chubb Limited is a well-managed insurance provider with strong growth potential disciplined underwriting and geographical diversification making it a compelling long-term investment. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1973078111261479201) [@StockCompil](/creator/x/StockCompil) 2025-09-30T17:30Z 8715 followers, 1457 engagements "TAMIM Fund Global High Conviction on F5 Inc. $FFIV US Thesis: F5 Inc. is an attractive defensive technology investment with strong multicloud partnerships robust financials and a critical role in global cloud infrastructure. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1973500832931827951) [@StockCompil](/creator/x/StockCompil) 2025-10-01T21:30Z 8715 followers, 1823 engagements "Harding Loevner International Small Companies Equity on Rohto Pharmaceutical $4527 JP Thesis: Rohto Pharmaceutical is a leader in health and beauty with a smart factory utilizing AI for innovative ophthalmology and regenerative medicine solutions. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1973833048719257641) [@StockCompil](/creator/x/StockCompil) 2025-10-02T19:30Z 8720 followers, 1224 engagements "Bonsai Partners on Fever-Tree $FEVR LN Thesis: Fever-Tree is an attractive business due to its asset-light model strong brand recognition and significant cash generation from both exclusive partnerships and higher-margin sales leading to impressive growth and returns on invested capital. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1975252569627758602) [@StockCompil](/creator/x/StockCompil) 2025-10-06T17:31Z 8715 followers, 2355 engagements "Hardman Johnston Global Equity on UnitedHealth Group $UNH US Thesis: UnitedHealth Group is a defensive investment that was exited due to rising uncertainty from increased medical loss ratios lowered guidance and regulatory risks. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1975282617294422182) [@StockCompil](/creator/x/StockCompil) 2025-10-06T19:30Z 8718 followers, 3034 engagements "JDP Capital on Spotify $SPOT US Thesis: Spotify is poised to enhance its earnings potential by enabling direct billing for purchases within its app thereby reducing churn and expanding into a marketplace for various content creators while significantly increasing its revenue opportunities. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1975947342390886750) [@StockCompil](/creator/x/StockCompil) 2025-10-08T15:32Z 8714 followers, 1821 engagements "Davis International Fund on ITOCHU $8001 JP Thesis: ITOCHU is a leading Japanese trading and investment company with a disciplined approach to capital allocation focusing on steady returns and long-term growth across various industries. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1976369799706874098) [@StockCompil](/creator/x/StockCompil) 2025-10-09T19:30Z 8720 followers, 1322 engagements "Schafer Cullen International High Dividend on National Grid $NG/ LN Thesis: National Grid is a regulated utility operator in the UK and US poised for significant growth due to strong renewable energy initiatives expected to drive a 6-8% earnings per share CAGR and consistent dividend growth through the end of the decade. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1976641694171869490) [@StockCompil](/creator/x/StockCompil) 2025-10-10T13:31Z 8718 followers, 1244 engagements "Sands Capital Global Leaders on Compass Group $CPG LN Thesis: Compass Group is a leading contract catering provider poised for continued growth in a $XXX billion industry by outsourcing food service operations delivering tailored solutions and maintaining pricing advantages. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1977003922096030062) [@StockCompil](/creator/x/StockCompil) 2025-10-11T13:30Z 8718 followers, 1250 engagements "Sands Capital Emerging Markets Growth on Xiaomi $1810 HK Thesis: Xiaomi is a global consumer technology leader with a unique ecosystem that integrates smartphones IoT devices and electric vehicles positioning it for long-term growth through high-quality affordable products and seamless integration across categories. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1977064319436108246) [@StockCompil](/creator/x/StockCompil) 2025-10-11T17:30Z 8717 followers, 1150 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) [@StockCompil](/creator/x/StockCompil) 2025-10-11T19:30Z 8719 followers, 1750 engagements "Enterprise Group on Enterprise Group $E US Thesis: Enterprise Group is strategically positioned for substantial long-term growth after acquiring exclusive rights to high-margin technology with significant recurring revenue potential across Canada. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1977426773190021501) [@StockCompil](/creator/x/StockCompil) 2025-10-12T17:30Z 8715 followers, 1842 engagements "Vltava Fund on Novo Nordisk $NOVOB DC Thesis: Novo Nordisk is a leading global company in diabetes and obesity treatment experiencing a recent share price decline despite significant growth potential in the obesity market making it an attractive long-term investment opportunity. (Extract from their Q3'25 letter)" [X Link](https://x.com/StockCompil/status/1978483786695197135) [@StockCompil](/creator/x/StockCompil) 2025-10-15T15:31Z 8722 followers, 1485 engagements "Generation IM on Agilent Technologies $A US Thesis: Agilent is well-positioned for growth due to its strong market position in analytical instruments resilient recurring revenue streams and emerging demand drivers despite short-term challenges from economic uncertainty. (Extract from their Q1'25 letter)" [X Link](https://x.com/StockCompil/status/1928081487246540857) [@StockCompil](/creator/x/StockCompil) 2025-05-29T13:30Z 8723 followers, 1415 engagements "Royce on Fox Factory Holding $FOXF US Thesis: Fox Factory Holding is an iconic brand with a loyal customer base that has experienced a significant stock price decline due to various challenges but has potential for recovery through management's restructuring initiatives. (Extract from their Q1'25 letter)" [X Link](https://x.com/StockCompil/status/1937503564026314959) [@StockCompil](/creator/x/StockCompil) 2025-06-24T13:30Z 8723 followers, 1405 engagements "Third Point on Informa PLC $INF LN Thesis: Informa PLC is a leading B2B live events company with strong margins and significant growth potential especially in the Middle East while trading at an attractive valuation. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1957888572284936200) [@StockCompil](/creator/x/StockCompil) 2025-08-19T19:33Z 8723 followers, 2157 engagements "Matrix Asset Advisors on Applied Materials $AMAT US Thesis: Applied Materials is a strong investment poised to benefit from the rising demand for advanced semiconductor manufacturing due to AI and high-performance computing supported by its robust cash flow and strategic positioning. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1969756167669768472) [@StockCompil](/creator/x/StockCompil) 2025-09-21T13:30Z 8722 followers, 2825 engagements "Heartland Mid Cap Value Fund on Everest Group LTD $EG US Thesis: Everest Group LTD is a Deep Value global insurer trading at a heavily discounted valuation due to previous management's poor underwriting decisions now being repositioned by new leadership through a shrink-to-grow strategy. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1974527586089787649) [@StockCompil](/creator/x/StockCompil) 2025-10-04T17:30Z 8722 followers, 1464 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) [@StockCompil](/creator/x/StockCompil) 2025-10-13T09:30Z 8723 followers, 1416 engagements "Baron Funds on SK hynix $000660 KS Thesis: Leading memory semiconductor company poised for strong earnings growth driven by AI demand and structural market trends (Extract from their Q1 letter)" [X Link](https://x.com/StockCompil/status/1809131097105838329) [@StockCompil](/creator/x/StockCompil) 2024-07-05T07:44Z 8724 followers, 2766 engagements "Tamim Fund Global High Conviction on Kao Corporation $4452 JP Thesis: Kao Corporation is a solid investment opportunity in the consumer staples sector demonstrating strong fundamentals and potential for long-term growth amidst market volatility. (Extract from their Q1'25 letter)" [X Link](https://x.com/StockCompil/status/1928202271394820144) [@StockCompil](/creator/x/StockCompil) 2025-05-29T21:30Z 8723 followers, 1762 engagements "Kathmandu Capital on Grupo Aeroportuario Centro Norte S.A.B. de C.V. $OMAB US Thesis: Grupo Aeroportuario Centro Norte S.A.B. de C.V. (OMAB.NASDAQ) is a leading Mexican airport operator with a strong cash flow model significant barriers to entry and potential for favorable terms in its upcoming Master Development Program renewal. (Extract from their Q1'25 letter)" [X Link](https://x.com/StockCompil/status/1943332061877543127) [@StockCompil](/creator/x/StockCompil) 2025-07-10T15:30Z 8723 followers, 2081 engagements "Greenhaven Road Capital on PAR Technology $PAR US Thesis: PAR Technology (PAR) is a promising investment with potential for significant growth and profitability despite uncertainties in customer acquisition timing and implementation due to its strong pipeline and recent successes with major clients like Burger King. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1955623106099269892) [@StockCompil](/creator/x/StockCompil) 2025-08-13T13:30Z 8723 followers, 29.5K engagements "Baron Durable Advantage Fund on Texas Roadhouse Inc. $TXRH US Thesis: Texas Roadhouse Inc. is a durable compounder in the casual dining sector gaining market share through high-quality affordable meals while expecting strong long-term profit growth and shareholder returns. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1959730087764394209) [@StockCompil](/creator/x/StockCompil) 2025-08-24T21:30Z 8723 followers, 2981 engagements "Harris Oakmark US Large Value Strategy on Zimmer Biomet $ZBH US Thesis: Zimmer Biomet is a leading orthopedic medical device company poised for growth due to favorable market trends and operational improvements that are currently undervalued. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1968065023953002894) [@StockCompil](/creator/x/StockCompil) 2025-09-16T21:30Z 8723 followers, 1580 engagements "Hardman Johnston Global Equity on Commerzbank $CBK GY Thesis: Commerzbank is a leading German bank undergoing a strategic transformation with a focus on profitability and digitalization presenting an attractive turnaround opportunity amid a recovering economy. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1973802972904620201) [@StockCompil](/creator/x/StockCompil) 2025-10-02T17:31Z 8723 followers, 1441 engagements "Heartland Opportunistic Value Equity Strategy on Applied Materials Inc. $AMAT US Thesis: Applied Materials is poised for growth due to its dominant position in semiconductor manufacturing favorable market trends and strong insider support. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1975554508215177371) [@StockCompil](/creator/x/StockCompil) 2025-10-07T13:31Z 8723 followers, 2430 engagements "Heartland Opportunistic Value Equity Strategy on Becton Dickinson $BDX US Thesis: BDX is undervalued at a XX% discount to healthcare peers despite its strong position in the market and potential for growth amid recent challenges. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1975977263016329281) [@StockCompil](/creator/x/StockCompil) 2025-10-08T17:31Z 8723 followers, 1643 engagements "Schafer Cullen High Dividend Value on Becton Dickinson $BDX US Thesis: Becton Dickinson is a global medical technology company with a strong market position currently trading at a low P/E ratio presenting growth opportunities despite recent headwinds. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1976732145948250207) [@StockCompil](/creator/x/StockCompil) 2025-10-10T19:30Z 8723 followers, 1690 engagements "Schafer Cullen Enhanced Equity Income on Paccar $PCAR US Thesis: Paccar is a well-positioned truck manufacturer with a strong brand portfolio a diversified business model and attractive valuation metrics poised for long-term growth despite short-term uncertainties. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1977729029307298036) [@StockCompil](/creator/x/StockCompil) 2025-10-13T13:31Z 8724 followers, 1274 engagements "Sands Capital Global Growth on On Holding $ON US Thesis: On Holding is an emerging premium global sportswear brand focused on innovation and sustainability with strong growth potential in the sports footwear market despite near-term risks. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1978091216332804103) [@StockCompil](/creator/x/StockCompil) 2025-10-14T13:31Z 8723 followers, 1287 engagements "Aristotle International Equity on Fast Retailing Co. Ltd. $9983 JP Thesis: Fast Retailing Co. Ltd. is a leading apparel company known for its high-quality timeless clothing through UNIQLO with a focus on innovation and expansion making it an attractive investment opportunity. (Extract from their Q1'25 letter)" [X Link](https://x.com/StockCompil/status/1925907171444736208) [@StockCompil](/creator/x/StockCompil) 2025-05-23T13:30Z 8724 followers, 1262 engagements "PM Capital on Endeavour Group $EDV AU Thesis: Endeavour Group is a promising investment opportunity despite a XX% share price decline since its 2022 peak as it offers strong market positions significant barriers to entry and an attractive gross dividend yield over X% amidst improving economic conditions. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1966857086194622565) [@StockCompil](/creator/x/StockCompil) 2025-09-13T13:30Z 8725 followers, 1738 engagements "Liontrust GF Sustainable Future Global Growth Fund on Ingersoll Rand $IR US Thesis: Ingersoll Rand is a key player in enhancing resource efficiency by providing energy-efficient compressors essential for manufacturing processes offering significant potential for reducing electricity expenses. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1969816539785314476) [@StockCompil](/creator/x/StockCompil) 2025-09-21T17:30Z 8724 followers, 1800 engagements "Madison Large Cap Fund on CDW Corporation $CDW US Thesis: CDW Corporation is a resilient value-added reseller of IT products poised for continued market share growth despite potential tariff impacts on hardware prices. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1970511294399684747) [@StockCompil](/creator/x/StockCompil) 2025-09-23T15:31Z 8724 followers, 1437 engagements "TCW Global Real Estate Fund on Public Storage $PSA US Thesis: Public Storage is the largest global self-storage provider capitalizing on digital and automation advancements to gain a competitive edge over smaller operators presenting a compelling roll-up opportunity. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1972353326357291412) [@StockCompil](/creator/x/StockCompil) 2025-09-28T17:30Z 8725 followers, 1381 engagements "RGA Investment Advisors on Fever-Tree Drinks PLC $FEVR LN Thesis: Fever-Tree is a premium mixer leader poised for significant growth through a strategic partnership with Molson Coors which addresses logistical challenges and enhances profit margins. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1973048004618698979) [@StockCompil](/creator/x/StockCompil) 2025-09-30T15:31Z 8724 followers, 1392 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) [@StockCompil](/creator/x/StockCompil) 2025-10-03T21:30Z 8724 followers, 1430 engagements "Sands Capital Emerging Markets Growth on MediaTek $2454 TT Thesis: MediaTek is a leading fabless semiconductor designer in Asia driving significant revenue from smartphone SoCs while also expanding into AI automotive computing and PCs with limited geopolitical risks benefiting its market position. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1976007398071435441) [@StockCompil](/creator/x/StockCompil) 2025-10-08T19:30Z 8725 followers, 1474 engagements "Schafer Cullen Enhanced Equity Income on PPG Industries $PPG US Thesis: PPG Industries is an attractive investment opportunity due to its diversified revenue streams strong innovation potential for earnings recovery and solid positioning in high-growth markets despite macroeconomic challenges. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1976399950293381452) [@StockCompil](/creator/x/StockCompil) 2025-10-09T21:30Z 8724 followers, 1431 engagements "Davis Real Estate Fund on Sunstone Hotel Investors $SHO US Thesis: Sunstone is an undervalued hotel company with a strong balance sheet and potential for earnings acceleration making it an attractive candidate for acquisition despite recent stock performance challenges. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1976762306575880623) [@StockCompil](/creator/x/StockCompil) 2025-10-10T21:30Z 8724 followers, 1406 engagements "Burke Wealth Management on BWX Technologies $BWXT US Thesis: BWX Technologies is a stable investment opportunity due to its crucial role in nuclear propulsion for the US Navy government-backed revenue and growth potential in nuclear technology and radiopharmaceuticals. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1977366329595175375) [@StockCompil](/creator/x/StockCompil) 2025-10-12T13:30Z 8724 followers, 2220 engagements "Schafer Cullen Small Cap Value Equity on Newmark Group $NMRK US Thesis: Newmark Group (NMRK) is a leading commercial real estate services firm that is gaining market share and improving its revenue model while trading at an attractive entry point due to market over-discounting. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1977487123063136610) [@StockCompil](/creator/x/StockCompil) 2025-10-12T21:30Z 8725 followers, 1529 engagements "Lindsell Train Global Equity Fund on Games Workshop $GAW LN Thesis: Games Workshop is a uniquely durable compounder with strong pricing power iconic IP and significant growth potential having achieved impressive financial metrics and a passionate global fanbase around its Warhammer franchises. (Extract from their Q3'25 letter)" [X Link](https://x.com/StockCompil/status/1978513918289928373) [@StockCompil](/creator/x/StockCompil) 2025-10-15T17:30Z 8724 followers, 1504 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) [@StockCompil](/creator/x/StockCompil) 2025-05-23T15:30Z 8724 followers, 1659 engagements "Greenhaven Road Capital on Burford Capital $BUR LN Thesis: Burford Capital is a litigation funder with a market cap of $2.5B holding rights to multiple high-stakes cases including a $16B judgment against Argentina that could significantly boost its value. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1957163209896386630) [@StockCompil](/creator/x/StockCompil) 2025-08-17T19:30Z 8724 followers, 6669 engagements "Middle Coast Investing on Deckers Outdoor $DECK US Thesis: Deckers Outdoor Corp (DECK) is a reasonably priced footwear company facing tariff uncertainties but poised for potential growth especially with its Hoka brand. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1968397233692295559) [@StockCompil](/creator/x/StockCompil) 2025-09-17T19:30Z 8724 followers, 3250 engagements "TAMIM Fund Global High Conviction on CK Hutchison Holdings Ltd. $CKHLY US Thesis: CK Hutchison Holdings Ltd. is attractively priced at around 10x P/E benefiting from a potential $XX billion windfall from the Panama Canal deal demonstrating the advantages of investing in listed infrastructure amidst changing geopolitical conditions. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1971990930384138678) [@StockCompil](/creator/x/StockCompil) 2025-09-27T17:30Z 8724 followers, 1391 engagements "TAMIM Fund Australia All Cap on Bioxyne $BXN AU Thesis: Bioxyne is a rapidly emerging leader in the medical cannabis manufacturing sector leveraging its regulatory expertise and advanced production capabilities to target significant international growth and project revenues nearing $XXX million within the next few years. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1974829581308764450) [@StockCompil](/creator/x/StockCompil) 2025-10-05T13:30Z 8724 followers, 1329 engagements "Harding Loevner Emerging Markets Equity on Lojas Renner $LREN3 BZ Thesis: Lojas Renner is a Brazilian retailer that has successfully improved its profitability and operational efficiency after investing in online customization and supply chain enhancements positioning itself for margin recovery despite ongoing competition. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1975614923158790299) [@StockCompil](/creator/x/StockCompil) 2025-10-07T17:31Z 8724 followers, 1412 engagements "Sands Capital Select Growth on Carvana $CVNA US Thesis: Carvana is transforming the fragmented used car industry by providing a superior online purchasing experience aiming to capture a significant share of the market through convenience transparency and competitive pricing. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1977849510626836990) [@StockCompil](/creator/x/StockCompil) 2025-10-13T21:30Z 8724 followers, 2010 engagements "Orbis Global Equity on Corpay $CPAY US Thesis: Corpay is a company that helps businesses manage expenses and pay vendors through a network of services demonstrating strong financial performance and significant growth potential while currently trading at a discount compared to the broader market. (Extract from their Q4 letter)" [X Link](https://x.com/StockCompil/status/1907516096120295799) [@StockCompil](/creator/x/StockCompil) 2025-04-02T19:30Z 8724 followers, 2207 engagements "Brown Advisory Large Cap Sustainable Value on Equitable Holdings $EQH US Thesis: Equitable Holdings (EQH) is positioning itself as a leading player in insurance and asset management with a focus on sustainable cash flow generation and shareholder returns while benefitting from a stronger earnings profile through increased ownership in AllianceBernstein. (Extract from their Q1 letter)" [X Link](https://x.com/StockCompil/status/1918659461406663085) [@StockCompil](/creator/x/StockCompil) 2025-05-03T13:30Z 8725 followers, 1373 engagements "TCW Relative Value Large Cap Fund on Equitable Holdings $EQH US Thesis: Equitable Holdings is a financial services company focused on life insurance and retirement undergoing restructuring to emphasize asset and wealth management which should drive growth and improve valuation multiples. (Extract from their Q1'25 letter)" [X Link](https://x.com/StockCompil/status/1929531050167767393) [@StockCompil](/creator/x/StockCompil) 2025-06-02T13:30Z 8725 followers, 1372 engagements "Alphyn Capital Management on Fairfax Financial Holdings Ltd $FFH US Thesis: Fairfax Financial Holdings Ltd is well-positioned for attractive long-term returns due to its disciplined underwriting growing float increased fixed-income yields and strong associate earnings. (Extract from their Q1'25 letter)" [X Link](https://x.com/StockCompil/status/1946623686426943644) [@StockCompil](/creator/x/StockCompil) 2025-07-19T17:30Z 8725 followers, 4355 engagements "Guinness Global Quality Mid Cap on Roper Technologies $ROP US Thesis: Roper Technologies is a long-term investor in vertical software companies focusing on organic growth and cash flow generation while capitalizing on the current market conditions to expand its portfolio. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1951002512288342053) [@StockCompil](/creator/x/StockCompil) 2025-07-31T19:30Z 8725 followers, 2301 engagements "Baron Focused Growth Fund on Vail Resorts $MTN US Thesis: Vail is well-positioned for long-term growth with strong financial visibility effective operational planning and a focus on enhancing guest experience supported by a strategic cost-cutting plan and a solid balance sheet. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1953931831415378133) [@StockCompil](/creator/x/StockCompil) 2025-08-08T21:30Z 8725 followers, 3695 engagements "Baron Health Care Fund on Edwards Lifesciences Corporation $EW US Thesis: Edwards Lifesciences is well-positioned in the growing TAVR market and has significant potential for growth with its innovative tricuspid valve replacement product Evoque. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1954535864609972282) [@StockCompil](/creator/x/StockCompil) 2025-08-10T13:30Z 8725 followers, 1837 engagements "Alger International Opportunities Fund on SK Hynix $000660 KS Thesis: SK Hynix is a leading memory manufacturer with a dominant position in high-bandwidth memory (HBM) leveraging advanced technology to capitalize on increasing demand from AI applications and improving market share and revenue. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1959367656974270532) [@StockCompil](/creator/x/StockCompil) 2025-08-23T21:30Z 8725 followers, 1776 engagements "Loomis Sayles International Growth Fund on Wisetech Global $WTC AU Thesis: Wisetech is poised for significant growth in the logistics software sector benefiting from market share gains and a unique global platform positioning it as a compelling investment opportunity. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1960062339043967024) [@StockCompil](/creator/x/StockCompil) 2025-08-25T19:30Z 8725 followers, 2153 engagements "Alger Small Cap Focus Fund on Clearwater Analytics $CWAN US Thesis: Clearwater Analytics is a leading cloud-based investment analytics provider that despite recent share price weakness due to debt concerns from acquisitions has the potential for transformational growth and strengthened market position. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1960394550859427977) [@StockCompil](/creator/x/StockCompil) 2025-08-26T17:30Z 8725 followers, 4243 engagements "Baron Global Advantage Fund on Nu Holdings Ltd. $NU US Thesis: Nu Holdings Ltd. is a rapidly growing digital bank in Latin America disrupting traditional banking with a tech-first platform a strong brand and significant growth potential in underserved markets. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1961179733242130866) [@StockCompil](/creator/x/StockCompil) 2025-08-28T21:31Z 8725 followers, 3933 engagements "Black Bear on Flagstar Financial $FLG US Thesis: Flagstar Financial is a restructured regional bank with a strong focus on conservative lending and operational efficiency poised for significant growth and profitability by 2026. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1962901245808488552) [@StockCompil](/creator/x/StockCompil) 2025-09-02T15:31Z 8725 followers, 10.4K engagements "Holland Advisors on Nu Holdings $NU US Thesis: Nu Holdings is a disruptive force in consumer banking leveraging low unit costs and relentless customer focus to offer superior services and challenge traditional banks globally. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1966977927611875767) [@StockCompil](/creator/x/StockCompil) 2025-09-13T21:30Z 8725 followers, 3468 engagements "Harris Oakmark Global Concentrated Strategy on Alibaba Group $BABA US Thesis: Alibaba Group is a global technology leader poised for growth in e-commerce and cloud computing making it an undervalued investment opportunity with strong fundamentals and a focus on enhancing shareholder returns. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1968004743952810386) [@StockCompil](/creator/x/StockCompil) 2025-09-16T17:31Z 8725 followers, 3013 engagements "Royce IP on Kyndryl Holdings $KD US Thesis: Kyndryl Holdings is the world's largest IT infrastructure services provider recently transitioning from an IBM-focused cost center to a more diversified technology partner experiencing a temporary revenue decline but expecting recovery. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1969091850074984649) [@StockCompil](/creator/x/StockCompil) 2025-09-19T17:30Z 8725 followers, 1923 engagements "AMG River Road Large Cap Value Select Fund on GE Healthcare Technologies Inc. $GEHC US Thesis: GE Healthcare Technologies Inc. is a global leader in medical technology with a strong market position diverse revenue streams and a solid financial foundation poised for sustainable growth in expanding healthcare markets. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1970934159813033991) [@StockCompil](/creator/x/StockCompil) 2025-09-24T19:31Z 8725 followers, 1563 engagements "Schafer Cullen Enhanced Equity Income on Norfolk Southern $NSC US Thesis: Norfolk Southern is a rail network operator with a strong presence in the Eastern US showing signs of recovery in freight volumes after a downturn and aims to improve efficiency under new CEO Mark George. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1976671853029507506) [@StockCompil](/creator/x/StockCompil) 2025-10-10T15:31Z 8725 followers, 1071 engagements "Schafer Cullen Enhanced Equity Income on ConocoPhillips $COP US Thesis: ConocoPhillips is an attractive investment due to its strong free cash flow outlook disciplined capital allocation and potential for significant shareholder returns through dividends and buybacks. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1977396532677636391) [@StockCompil](/creator/x/StockCompil) 2025-10-12T15:30Z 8725 followers, 2080 engagements "Sands Capital Technology Innovators on Palo Alto Networks $PANW US Thesis: Palo Alto Networks is a leading cybersecurity platform with strong growth potential in Next-Generation Security driven by the increasing importance of AI in cybersecurity. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1978181653785612426) [@StockCompil](/creator/x/StockCompil) 2025-10-14T19:30Z 8725 followers, 1781 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) [@StockCompil](/creator/x/StockCompil) 2025-10-15T19:30Z 8725 followers, 1335 engagements "Guinness Global Equity Income on Anta Sports $2020 HK Thesis: Anta Sports is a leading Chinese sportswear brand known for its multi-brand strategy strong growth and financial resilience making it the second-largest player in China's sportswear market. (Extract from their Q3'25 letter)" [X Link](https://x.com/StockCompil/status/1978936652325150781) [@StockCompil](/creator/x/StockCompil) 2025-10-16T21:30Z 8725 followers, 2681 engagements "AVI Global Trust on Jardine Matheson $JM SP Thesis: With sweeping leadership changes asset realisations and a strategic pivot to capital-light models across its portfolio companies Jardine Matheson is transforming into a modern holding companyunlocking compelling NAV growth potential. (Extract from their Q3'25 letter)" [X Link](https://x.com/StockCompil/status/1979299037187641372) [@StockCompil](/creator/x/StockCompil) 2025-10-17T21:30Z 8725 followers, 1295 engagements "KNA Capital on Wise $WISE LN Thesis: Wise is revolutionizing cross-border payments with a transparent low-cost model rooted in customer trust and long-term value creationmirroring Costcos playbook and positioning itself for global growth with its US market listing. (Extract from their Q3'25 letter)" [X Link](https://x.com/StockCompil/status/1979540668331540845) [@StockCompil](/creator/x/StockCompil) 2025-10-18T13:30Z 8725 followers, 1042 engagements "Bristlemoon Global Fund on Google $GOOGL US Thesis: Google is well-positioned to innovate despite past challenges leveraging its advanced AI capabilities and cost advantages to enhance search and drive future growth. (Extract from their Q3'25 letter)" [X Link](https://x.com/StockCompil/status/1979631228459331834) [@StockCompil](/creator/x/StockCompil) 2025-10-18T19:30Z 8725 followers, XXX engagements "Bell Global Equities Fund on Atlas Copco $ATCO SS Thesis: Atlas Copco is a premium industrial productivity solutions provider with strong growth potential due to its robust margins solid earnings trajectory and a strong balance sheet making it an attractive investment opportunity. (Extract from their Q3'25 letter)" [X Link](https://x.com/StockCompil/status/1979661401221177573) [@StockCompil](/creator/x/StockCompil) 2025-10-18T21:30Z 8725 followers, XXX engagements
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@StockCompil Stock Analysis Compilation
Stock Analysis Compilation posts on X about investment, thesis, longterm, cash flow the most. They currently have XXXXX followers and 1112 posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XXXX%
- X Months XXXXXXXXX +8.20%
- X Year XXXXXXXXX +61%
Mentions: XXX #
- X Week XXX -XXXX%
- X Month XXX -XX%
- X Months XXXXX +14%
- X Year XXXXX +67%
Followers: XXXXX #
- X Week XXXXX +0.59%
- X Month XXXXX +3.30%
- X Months XXXXX +26%
- X Year XXXXX +72%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXX% finance XXXX% cryptocurrencies XXXX% countries XXXX% technology brands XXXX% automotive brands XXXX% fashion brands XXXX% social networks XXXX% travel destinations XXXX%
Social topic influence investment #2778, thesis #11, longterm #141, cash flow #177, insurance #1879, infrastructure #1590, discount #1928, corp #429, superior #396, balance sheet #825
Top accounts mentioned or mentioned by @saynototrading @molly_molly143 @focoinvestor @number1invest_ @mikefritzell @chad_pumpiano @treblestory @drginvests @siemprepulpo @lowerlinersrch @tkianidis @gabriel_c_r @jonnagap @amyrodrigu56642 @alabezek72781 @starcevic_alex @remindme_ofthis @noalgos @aggie_cio @mxschumacher
Top assets mentioned Builders FirstSource, Inc. (BLDR) RELX PLC (RELX) AhaToken (AHT) Hubbell, Inc. (HUBB) Thermo Fisher Scientific Inc. (TMO) CSX Corporation (CSX) HORIZON KINETICS HOLDING (HKHC) Spotify Technology (SPOT) RealFevr (FEVR) Applied Materials, Inc. (AMAT) Becton Dickinson and Co (BDX) Beldex (BDX) Equitable Holdings, Inc. (EQH) Nu Holdings Ltd. (NU) NuCypher (NU) BellRing Brands, Inc. (BRBR) Helion (HLN) AECOM (ACM) AC Milan Fan Token (ACM) Trade Desk, Inc. (TTD) TPG, Inc. (TPG) Cencora, Inc. (COR) Coreto (COR) Howard Hughes Holdings Inc. (HHH) Berkshire Hathaway Inc. (BRK.A) TransDigm Group, Inc. (TDG) Charles River Laboratories Intl. Inc (CRL) AS Roma Fan Token (ASR) IDEXX Laboratories, Inc. (IDXX) Streamr (DATA) General Electric Company (GE) Millonarios FC Fan Token (MFC) Exodus AI (EXO) Navigator Exchange (NAVI) Pinterest, Inc. (PINS) Intercontinental Exchange Inc (ICE) Decentral Games ICE (ICE) Uber Technologies, Inc. (UBER) DexCom, Inc. (DXCM) Bedrock (BR) ThoreCoin (THR) Baklava (BAVA) Owens Corning (OC)
Top Social Posts #
Top posts by engagements in the last XX hours
"L1 Capital on Aurizon $AZJ: "As the leading rail operator in Australia Aurizon has over 5000kms of network rail assets and the largest haulage operations in Australia" (Extract from their Q4 letter)"
X Link @StockCompil 2024-03-13T20:31Z 8725 followers, XXX engagements
"Wasatch GI on BellRing Brands $BRBR: "BellRings business is largely resistant to the potential effects of an economic slowdown or recession and stands to benefit from the growing popularity of protein drinks as low-calorie meal replacements" (Extract from their Q4 letter)"
X Link @StockCompil 2024-04-03T16:05Z 8725 followers, XXX engagements
"Guinness Global Equity Income on Haleon $HLN LN Thesis: Haleon is an attractive investment due to its leading market position in consumer health products strong brand portfolio robust cash flow and favorable growth prospects in both developed and emerging markets. (Extract from their 05'25 letter)"
X Link @StockCompil 2025-07-07T15:30Z 8725 followers, 1904 engagements
"Harris Oakmark Global All Cap Strategy on Ashtead Group $AHT LN Thesis: Ashtead Group is a well-positioned international equipment rental company that is poised to gain market share in an under-penetrated North American market supported by a strong management team and benefiting from recent tariff-induced investment reshoring opportunities. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-16T13:32Z 8725 followers, 1433 engagements
"TAMIM Fund Global High Conviction on AECOM $ACM US Thesis: AECOM is a well-positioned investment in the infrastructure sector with consistent revenue growth and a strong global presence despite some regional risks. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-26T21:30Z 8725 followers, 2730 engagements
"Heartland Value Fund on Photronics Inc. $PLAB US Thesis: Photronics Inc. (PLAB) is undervalued at $XX per share trading at less than 10x 2026 earnings forecasts with strong growth potential in semiconductor manufacturing amid a market recovery. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-03T15:30Z 8725 followers, 5733 engagements
"Heartland Mid Cap Value Fund on Hubbell Inc $HUBB US Thesis: Hubbell Inc is a leading electrical component manufacturer now attractively priced after a strategic shift towards utility markets benefiting from ongoing demand for infrastructure upgrades. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-03T17:31Z 8725 followers, 1347 engagements
"Vision Capital on The Trade Desk $TTD US Thesis: The Trade Desk is the leading independent programmatic digital advertising platform well-positioned to benefit from the increasing connected TV ad spend despite recent challenges and competition from Amazon DSP. (Extract from their Q3'25 letter)"
X Link @StockCompil 2025-10-16T13:31Z 8725 followers, 2029 engagements
"Oakmark International Fund on Dassault Systmes $DSY FP Thesis: Dassault Systmes is a leading French software company specializing in virtual twin technology that accelerates innovation and reduces costs offering an attractive investment opportunity after a recent share price decline despite strong fundamentals. (Extract from their Q3'25 letter)"
X Link @StockCompil 2025-10-16T17:31Z 8725 followers, 1286 engagements
"Vulcan VP on TPG $TPG US Thesis: TPG is a reputable alternative asset manager poised for growth in a thriving industry benefiting from strong fundraising capabilities and a commitment to returning capital to investors. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-05-24T17:30Z 8724 followers, 1589 engagements
"Tamim Fund Global High Conviction on Evonik Industries AG $EVK GY Thesis: Evonik Industries AG is a strong investment opportunity due to its solid performance in specialty chemicals operational efficiencies and attractive valuation despite its growth potential and strategic improvements. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-05-28T13:30Z 8724 followers, 9768 engagements
"Baron Health Care Fund on Argenx SE $ARGX US Thesis: Argenx SE is a biotechnology company developing Vyvgart a leading FcRn inhibitor for autoimmune conditions with strong long-term growth potential despite recent lower-than-expected sales due to seasonal factors. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-06T19:30Z 8724 followers, 2419 engagements
"Troy AM on Hubbell $HUBB US Thesis: Hubbell is a reputable company with a strong track record and growth potential in the essential electrical equipment market leveraging its competitive advantages to benefit from significant future grid investments. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-12T21:30Z 8724 followers, 1602 engagements
"Artisan Global Opportunities Strategy on Cencora $COR US Thesis: Cencora is a major drug distributor enhancing its specialty drug business through higher margin services and acquisitions positioning itself for increased market share and profits. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-17T13:30Z 8724 followers, 1476 engagements
"Black Bear on Builders FirstSource (BLDR) $BLDR US Thesis: Builders FirstSource (BLDR) is well-positioned for growth amid a U.S. housing shortage leveraging its value-added business model and strong cash flow despite current market headwinds. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-30T17:30Z 8724 followers, 2924 engagements
"Loomis Sayles Growth Fund on Thermo Fisher Scientific $TMO US Thesis: Thermo Fisher Scientific (TMO) is well-positioned for long-term growth in the life sciences tools industry with a strong focus on biopharma anticipated high-single-digit revenue growth and undervalued share price offering a compelling investment opportunity despite current market pessimism. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-31T21:30Z 8724 followers, 2547 engagements
"Pershing Square on Howard Hughes Holdings $HHH US Thesis: HHH is aiming to transform into a modern holding company akin to Berkshire Hathaway by acquiring a profitable property casualty insurance company leveraging its cash flows and investment strategies to enhance long-term shareholder value. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-07T13:30Z 8724 followers, 3233 engagements
"Artemis US Extended Alpha Fund on TransDigm $TDG US Thesis: TransDigm is a high-quality aerospace company with robust potential for revenue growth and strong margins trading at a discount despite its solid aftermarket and defense market prospects. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-09T21:32Z 8724 followers, 2901 engagements
"Harris Oakmark Concentrated Strategy on Charles River Labs $CRL US Thesis: Charles River Labs is a leading provider of preclinical research services with a strong competitive advantage poised for growth despite current challenges making it an attractive investment opportunity. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-11T19:30Z 8724 followers, 1660 engagements
"Harris Oakmark International Equity Strategy on ASR Nederland $ASR NA Thesis: ASR Nederland is a well-positioned Dutch insurance and investment holding company anticipated to benefit from regulatory reforms and market consolidation while effectively returning cash to shareholders especially following its 2023 acquisition of Aegon Netherlands. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-15T19:33Z 8724 followers, 1878 engagements
"Platinium AM on IDEXX Laboratories Inc. $IDXX US Thesis: IDEXX is a leading global provider of veterinary diagnostics and software enabling veterinarians to deliver rapid in-clinic testing while generating continuous revenue through high-margin consumables. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-16T19:30Z 8724 followers, 1492 engagements
"Liontrust GF UK Growth Fund on GlobalData $DATA LN Thesis: GlobalData is a leading provider of business-critical research and analytics with a strong subscription-based revenue model and deep intellectual property assets now supported by Liontrust UK Growth Fund amid recent takeover interests. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-23T21:30Z 8724 followers, 1738 engagements
"TAMIM Fund Global High Conviction on Santen Pharmaceutical Co. Ltd. $4536 JP Thesis: Santen Pharmaceutical Co. Ltd. is a specialized ophthalmology company with a strong product portfolio and an innovative pipeline poised to benefit from regional growth in Asia amid a challenging US pharmaceutical landscape. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-30T13:31Z 8724 followers, 1157 engagements
"Harding Loevner International Equity on Safran $SAF FP Thesis: Safran is a French industrial leader in commercial aerospace primarily benefiting from its joint venture with General Electric and promising growth in global air traffic. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-03T13:30Z 8725 followers, 1257 engagements
"Sands Capital International Growth on Galderma $GALD SW Thesis: Galderma is a leading Swiss dermatology company positioned for long-term above-average earnings growth due to its strong market presence innovative products and focus on high-margin injectables and therapeutics. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-14T08:32Z 8724 followers, 1234 engagements
"Greystone CM on Medical Facilities Corp. $MFC US Thesis: Medical Facilities Corp. is a solid value investment with a strong cash flow consistent share repurchases and resilient growth in a stable market. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-14T17:31Z 8725 followers, 1166 engagements
"East XX Dynasty Trust on Exor $EXO IM Thesis: Exor is facing a triple discount but may close its NAV gap through strategic asset divestments and capital liberation over the next few years. (Extract from their Q3'25 letter)"
X Link @StockCompil 2025-10-16T15:31Z 8725 followers, 1186 engagements
"Fairlight Capital on Monument Mining Limited $MMY CN Thesis: Monument Mining combines low-cost gold production rising profitability and strong cash flow generation trading at an attractive valuation of 3x forward earnings (Extract from their Q3 letter)"
X Link @StockCompil 2024-12-12T18:29Z 8725 followers, 2177 engagements
"Lakehouse Global Growth Fund on Pinterest $PINS US Thesis: Pinterest is a unique visual discovery platform with strong commercial intent and significant growth potential in advertising bolstered by recent CEO leadership and innovative tools that enhance monetization strategies. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-05T15:30Z 8725 followers, 3185 engagements
"Sands Capital Global Growth on Intercontinental Exchange (ICE) $ICE US Thesis: Intercontinental Exchange (ICE) is a leading financial exchange operator that has diversified its offerings across various derivatives data services and mortgage technology positioning itself for sustained above-average earnings growth. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-09T17:31Z 8725 followers, 2349 engagements
"Burke Wealth Management on Uber Technologies $UBER US Thesis: Uber Technologies is a leading global platform in mobility and delivery positioned for long-term growth despite uncertainties around autonomous driving and competitive dynamics in delivery. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-11T15:30Z 8725 followers, 3123 engagements
"Bell Global Equities Fund on Dexcom $DXCM US Thesis: Dexcom is a fast-growing US MedTech company specializing in continuous glucose monitoring systems poised for significant growth due to its strong market position and expanding opportunities in type X diabetes management. (Extract from their Q3'25 letter)"
X Link @StockCompil 2025-10-16T19:30Z 8725 followers, 1349 engagements
"Ensemble Capital on Broadridge Financial Solutions $BR: (extract from their Q4 letter)"
X Link @StockCompil 2024-01-23T16:01Z 8713 followers, XXX engagements
"Artisan Partners on RELX $RELX LN RELX is a European leader in AI given its experience with large language models and launching AI products across multiple business segments (Extract from their Q1 letter)"
X Link @StockCompil 2024-06-21T10:56Z 8713 followers, 1221 engagements
"Impact IM on RELX $RELX LN (Extract from their Q1 letter)"
X Link @StockCompil 2024-06-30T09:10Z 8713 followers, 1514 engagements
"Diamond Hill on Thermon Group Holdings $THR US Thesis: Thermons leadership in mission-critical heat solutions and its strong customer base make it a reliable player in complex industrial markets (Extract from their Q2 letter)"
X Link @StockCompil 2024-10-12T15:59Z 8714 followers, 1798 engagements
"Brandes on Takeda Pharmaceutical $4502 JP Thesis: Takedas strategic deleveraging and diversified drug pipeline combined with strong market positioning offer compelling upside despite recent challenges (Extract from their Q3 letter)"
X Link @StockCompil 2024-11-21T08:40Z 8713 followers, 1065 engagements
"Protean Funds on Bavarian Nordic $BAVA DC Thesis: Bavarian Nordic is a Danish vaccine producer with strong growth potential in its travel vaccine franchise driven by demand for rabies and TBE vaccines alongside its more volatile smallpox and monkeypox elements. (Extract from their Q4 letter)"
X Link @StockCompil 2025-01-19T12:38Z 8712 followers, 1645 engagements
"AMG River Road Large Cap Value Select Fund on CSX Corp. $CSX US Thesis: CSX Corp. is a leading Class X railroad with strong pricing power robust cash flow and potential for growth in merchandise volumes positioned to benefit from market trends and shareholder returns. (Extract from their Q4 letter)"
X Link @StockCompil 2025-03-24T14:31Z 8713 followers, 1630 engagements
"Ariel Global on Owens Corning (OC) $OC US Thesis: Owens Corning is a leading global manufacturer of building materials with strong profitability in roofing and insulation benefiting from market concentration sustainability focus and managements efficiency initiatives. (Extract from their Q4'24 letter)"
X Link @StockCompil 2025-05-09T21:30Z 8713 followers, 1661 engagements
"Horizon Kinetics on San Juan Basin Royalty Trust $SJT US Thesis: San Juan Basin Royalty Trust is undervalued due to its current lack of distributions but potential significant production growth and favorable market conditions could lead to lucrative returns for patient investors. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-05-21T15:30Z 8713 followers, 2728 engagements
"Giverny Capital on Builders FirstSource $BLDR US Thesis: Builders FirstSource is a leading building products distributor poised for growth due to its efficient services and strong market position despite current obstacles in the housing market. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-06-02T21:30Z 8713 followers, 13.9K engagements
"Macquarie Value Fund on CSX Corp. $CSX US Thesis: CSX Corp. is a well-positioned North American railroad operator with attractive valuations operational efficiencies from precision scheduled railroading and strong cash flow attributes despite facing challenges from a declining coal market and competition. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-06-05T15:30Z 8714 followers, 1332 engagements
"Diamond Hill Small Mid Cap Fund on Builders FirstSource $BLDR US Thesis: Builders FirstSource is well-positioned to benefit from increasing demand in the construction sector due to a single-family home deficit supported by innovative digital solutions and potential for share buybacks and acquisitions to enhance shareholder value. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-06-16T13:30Z 8714 followers, 2448 engagements
"Cambiar Opportunity Fund on Regeneron Pharmaceuticals $REGN US Thesis: Regeneron is a high-quality biopharmaceutical operator with a strong R&D foundation a robust financial position and a favorable risk/reward opportunity despite a temporary revenue slowdown for its EYLEA product. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-07-01T17:30Z 8713 followers, 3707 engagements
"LRT Capital Management on Petrleo Brasileiro S.A. - Petrobras $PBR US Thesis: Petrobras is a leading global energy producer driven by its vast pre-salt oil reserves and advanced deepwater technology focusing on maximizing value from its primary high-return exploration activities. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-07-20T17:30Z 8713 followers, 2924 engagements
"Alphyn Capital Management on KKR & Co Inc $KKR US Thesis: KKR & Co Inc is well-positioned for resilient growth due to its robust cash-flow engine driven by steady management fees strong insurance earnings and strategic long-term holdings despite recent market concerns. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-07-21T21:30Z 8713 followers, 2218 engagements
"Ariel Global Fund on Banco Bilbao Vizcaya Argentaria SA (BBVA) $BBVA SM Thesis: Banco Bilbao Vizcaya Argentaria SA (BBVA) is well-positioned for growth due to its strong market presence in Mexico and Turkey expected loan growth and potential merger benefits while currently trading at a significant discount despite superior return-on-equity. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-07-27T17:30Z 8713 followers, 1679 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 @StockCompil 2025-08-02T21:30Z 8713 followers, 2125 engagements
"Baron Health Care Fund on Intuitive Surgical Inc. $ISRG US Thesis: Intuitive Surgical Inc. is a competitively advantaged company with strong financials and growth potential driven by its da Vinci Surgical System and the expanding adoption of robotic surgery. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-08T15:30Z 8713 followers, 3368 engagements
"Baron Real Estate Income Fund on Iron Mountain Incorporated $IRM US Thesis: Iron Mountain is a company with a stable records management business and a rapidly expanding data center segment expected to grow overall cash flow by around XX% and per share by high single digits in the coming years. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-11T15:31Z 8713 followers, 1394 engagements
"BA Beutel Goodman US Value Fund on Elevance Health Inc. $ELV US Thesis: Elevance Health Inc. is a major managed care organization poised for growth due to favorable trends in government outsourcing and value-based care despite current margin pressures. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-31T13:30Z 8713 followers, 3011 engagements
"Baron Global Advantage Fund on Illumina Inc. $ILMN US Thesis: Illumina Inc. is a leading DNA sequencing platform with strong long-term growth potential despite recent pressures driven by its competitive advantages in the expanding $XX billion clinical diagnostics market. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-03T15:32Z 8713 followers, 1554 engagements
"Brown Advisory US Sustainable Growth Fund on Taiwan Semiconductor Manufacturing Company $TSM US Thesis: Taiwan Semiconductor Manufacturing Company (TSM) is a leading semiconductor foundry that dominates the global market with a focus on efficient manufacturing innovative technology and sustainable practices making it a crucial player in the digital transformation of the economy. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-09T17:32Z 8713 followers, 2163 engagements
"Harris Oakmark International Small Cap Strategy on Amplifon $AMP IM Thesis: Amplifon is well-positioned for growth in the hearing aid market benefiting from favorable demographics and a critical retail role despite recent valuation lows. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-11T13:30Z 8713 followers, 1650 engagements
"Aristotle Small Mid Cap Equity on Perrigo $PRGO US Thesis: Perrigo is a consumer health company undergoing a turnaround with new management's self-help initiatives aimed at improving profitability and driving above-average earnings growth. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-12T15:30Z 8713 followers, 1608 engagements
"Harris Oakmark Global All Cap Strategy on Adidas $ADS GY Thesis: Adidas is a revitalized global sportswear leader poised for growth and margin expansion offering an attractive investment opportunity at a discount due to recent stock price declines. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-12T17:30Z 8714 followers, 1768 engagements
"Madison Small Cap Fund on Advanced Drainage Systems $WMS US Thesis: Advanced Drainage Systems (WMS) is a leading manufacturer of high-performance drainage solutions with substantial advantages in scale distribution and cost positioned to benefit from increasing storm intensity and related water management challenges. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-18T13:31Z 8713 followers, 1311 engagements
"Madison Small Cap Fund on The Hanover Insurance Group $THG US Thesis: The Hanover Insurance Group is a high-quality underfollowed P&C insurance company with a diversified business mix and an assessed intrinsic value of $XXX. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-20T13:30Z 8713 followers, 1474 engagements
"Latitude IM on Dollar Tree $DLTR US Thesis: Dollar Tree is poised for significant growth after selling Family Dollar leading to a stronger balance sheet and capital return to shareholders making it an attractive investment opportunity at a price of $XX. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-23T13:32Z 8713 followers, 1692 engagements
"Voss Capital on Aecon Group $ARE CN Thesis: Aecon Group is experiencing strong growth in its Utilities and Nuclear segments while facing challenges in its construction sectors suggesting a potential XX% upside to $XX per share. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-01T13:32Z 8713 followers, 1432 engagements
"TCW Relative Value Mid Cap Fund on Electronic Arts Inc. $EA US Thesis: Electronic Arts is a global leader in digital interactive entertainment focused on expanding its gaming portfolio and technological integration while investing in AI for creativity ahead of the 2026 World Cup. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-01T17:30Z 8713 followers, 1528 engagements
"Heartland Value Plus Fund on Silicon Motion Technology Corp. $SIMO US Thesis: Silicon Motion Technology Corp. is a promising investment due to its transition toward higher-margin data center products and potential undervaluation despite recent market fluctuations. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-06T15:31Z 8715 followers, 1514 engagements
"Harding Loevner Emerging Markets Equity on MercadoLibre $MELI US Thesis: MercadoLibre is a leading Brazilian e-commerce platform leveraging strong user engagement innovative services and a robust logistics network to maintain its competitive edge against emerging rivals like Shopee. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-07T15:31Z 8713 followers, 1562 engagements
"Renaissance IM Small Cap Growth on ADMA Biologics $ADMA US Thesis: ADMA Biologics is a commercial-stage biopharma company focused on plasma-based biologics for immune deficiencies and infectious disease prevention with strong growth prospects and a target of $X billion in revenue by 2030. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-08T21:30Z 8714 followers, 2440 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 @StockCompil 2025-10-10T17:30Z 8713 followers, 1516 engagements
"Sands Capital Technology Innovators on Spotify $SPOT US Thesis: Spotify is the leading audio streaming service with significant market share inelastic demand and strong pricing power poised for gross and operating margin improvement over the next five years. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-11T21:30Z 8713 followers, 1565 engagements
"Renaissance IM MidCap Growth on Dynatrace $DT US Thesis: Dynatrace is a leading provider of observability services benefiting from strong growth drivers such as the shift to cloud and AI while consolidating customer demand onto a single platform. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-12T19:30Z 8713 followers, 1747 engagements
"Silver Beech on Southwest Gas Holdings $SWX US Thesis: Southwest Gas Holdings is a mid-cap utility company poised for significant valuation re-rating due to upcoming deconsolidation proactive deleveraging robust growth prospects and improved regulatory conditions. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-13T15:31Z 8715 followers, 1165 engagements
"Greystone on Sylogist $SYL CN Thesis: Sylogist is a non-profit and government software company experiencing a strong turnaround with promising SaaS growth projections and significant upside potential in its market value by 2027. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-14T11:33Z 8713 followers, 1098 engagements
"Longleaf on ESR Group $1821 HK Thesis: ESR Group's strategic shift to a capital-light model and decreasing China exposure coupled with a potential privatization offer presents a significant revaluation opportunity (Extract from their Q2 letter)"
X Link @StockCompil 2024-08-08T07:27Z 8720 followers, 3691 engagements
"Lindsell Train on RELX $RELX LN Thesis: RELXs AI-driven transformation and leadership in data analytics make it a standout in legal and risk services. (Extract from their Q3 letter)"
X Link @StockCompil 2024-12-05T14:04Z 8714 followers, 1478 engagements
"Gemway on Xiaomi Corporation $1810 HK Thesis: Xiaomi is a leading global technology company known for its high-quality affordable smartphones and innovative products with ambitions in the electric vehicle market and a strong growth trajectory driven by a vast ecosystem and user base. (Extract from their Q4 letter)"
X Link @StockCompil 2025-02-18T14:35Z 8719 followers, 1723 engagements
"Horizon Kinetics on Texas Pacific Land $TPL US Thesis: TPL is a potentially undervalued investment due to unrealized revenues from natural gas production that will increase as pipeline capacity improves. (Extract from their Q4 letter)"
X Link @StockCompil 2025-03-20T20:30Z 8720 followers, 4369 engagements
"Parnassus Core Equity Fund on KLA $KLAC US Thesis: KLA is well-positioned for long-term growth due to high switching costs strong demand for advanced semiconductors and effective management despite recent stock price concerns related to weaker demand in China. (Extract from their Q4 letter)"
X Link @StockCompil 2025-04-02T17:31Z 8721 followers, 1748 engagements
"Appalaches Capital on Arch Capital $ACGL US Thesis: Arch Capitals disciplined underwriting and long-term incentive model minimize agency costspositioning it as a top-tier insurer trading cheaply despite structural tailwinds and standout profitability. (Extract from their Q1 letter)"
X Link @StockCompil 2025-04-25T17:30Z 8719 followers, 2183 engagements
"Alpha Wealth Funds on MSCI Inc. $MSCI US Thesis: MSCI is a leading provider of decision support tools for the investment community with a strong competitive advantage via its industry-standard indices and consistent revenue growth. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-06-19T19:30Z 8725 followers, 1832 engagements
"Royce IP on Ashtead Technology Holdings $AHT LN Thesis: Ashtead Technology Holdings is a leading provider of rental equipment for offshore oil & gas and wind industries with strong growth prospects and a compelling valuation despite recent share price declines. (Extract from their article)"
X Link @StockCompil 2025-07-10T17:30Z 8720 followers, 2779 engagements
"Guinness Sustainable Energy on Prysmian $PRY IM Thesis: Prysmian is a global leader in electrical and data cable manufacturing with strong growth potential in the offshore wind industry and a fully booked backlog until 2029 making it an attractive investment opportunity. (Extract from their 05'25 letter)"
X Link @StockCompil 2025-07-11T13:30Z 8714 followers, 1538 engagements
"Guinness Greater China on Meituan $3690 HK Thesis: Meituan is China's largest food delivery platform leveraging a strong network of merchants customers and drivers to withstand competitive pressures from and remain a favorable investment despite potential margin pressures. (Extract from their 005'25 letter)"
X Link @StockCompil 2025-07-13T17:30Z 8719 followers, 1369 engagements
"Baron Asset Fund on LPL Financial Holdings Inc. $LPLA US Thesis: LPL Financial Holdings Inc. is well-positioned to capitalize on the growing demand for independent financial advice by leveraging its leading technology scale and advisor incentives to gain market share and drive substantial EBITDA and earnings per share growth. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-08T19:30Z 8715 followers, 2223 engagements
"RS Small Cap Value Strategy on Garrett Motion $GTX US Thesis: Garrett Motion is a leading turbocharger technology provider with a strong business model that generates solid returns and value for shareholders. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-14T21:30Z 8715 followers, 1738 engagements
"Durable Advantage Fund on Amphenol $APH US Thesis: Amphenols technological leadership dominant AI data center connector position agile entrepreneurial culture and disciplined capital allocation position it for accelerated growth and sustained shareholder value creation. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-23T17:30Z 8714 followers, 3014 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 @StockCompil 2025-08-23T19:30Z 8719 followers, 2886 engagements
"Artisan Value Equity Strategy on Thermo Fisher Scientific $TMO US Thesis: Thermo Fisher Scientific (TMO) is a leading life science tools company with strong growth potential in fast-growing markets solid financials and a largely recurring revenue model making it an attractive investment despite current market challenges. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-28T13:31Z 8715 followers, 1801 engagements
"Vulcan Value Partners on IQVIA Holdings $IQV US Thesis: IQVIA Holdings is the world's largest contract research organization leveraging its extensive data and services to support drug development and commercialization while navigating current industry challenges. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-05T13:30Z 8715 followers, 1455 engagements
"Choice Equities on Modine Manufacturing Company (MOD) $MOD US Thesis: Modine Manufacturing Company is effectively executing its transformation strategy under CEO Neil Brinker leveraging the Danaher Business System with expectations of sustained topline growth and mid-teens earnings growth driven by durable demand in key segments and strategic acquisitions. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-05T17:30Z 8715 followers, 1479 engagements
"Gator Capital on WEX Inc. $WEX US Thesis: WEX Inc. is an attractive investment due to its high-quality capital-light business model low valuation strong free cash flow activist investor involvement and disciplined capital allocation strategy. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-07T17:30Z 8719 followers, 4302 engagements
"Saltlight Capital on Brookfield Corporation $BAM US Thesis: Brookfield is strategically positioned to capitalize on the growing demand for renewable energy and AI infrastructure financing backed by a substantial $XXX billion commitment to major projects over five years while leveraging its expertise in mitigating risks through innovative financial strategies. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-09T17:10Z 8715 followers, 1901 engagements
"Harris Oakmark Global Strategy on KB Financial Group $KB A Thesis: KB Financial Group is a leading South Korean bank with a strong capital position and focus on shareholder returns positioned to benefit from improving industry dynamics despite historical low returns on equity. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-10T17:30Z 8720 followers, 1659 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 @StockCompil 2025-09-10T19:30Z 8720 followers, 3405 engagements
"Harris Oakmark International Small Cap Strategy on Ayala Land $ALI PM Thesis: Ayala Land is the largest private land-owner in the Philippines and an attractive investment opportunity due to favorable demographic trends a consumption-driven economy and a strategic shift towards profitable estate development. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-14T19:30Z 8718 followers, 1923 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 @StockCompil 2025-09-18T17:30Z 8719 followers, 1328 engagements
"Lindsell Train Global Equity Fund on Fair Isaac Corp $FICO US Thesis: Despite regulatory headwinds FICOs dominant market position pricing power and adaptable growth strategybolstered by strong distribution partnerships and aggressive buybackshighlight a resilient business model primed to withstand competitive threats. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-19T15:31Z 8715 followers, 3274 engagements
"Longleaf Partners International Fund on Glanbia $GLB IA Thesis: Glanbia is expected to reach a turning point in H1 with improving margins in Performance Nutrition potential resolution of underperforming brands and the strategic sale of its Dairy Nutrition business leading to a reassessment of its undervalued core divisions. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-22T19:30Z 8718 followers, 1527 engagements
"Macquarie Core Equity Fund on Advanced Micro Devices Inc. (AMD) $AMD US Thesis: Advanced Micro Devices Inc. is positioned to significantly increase its market share in AI GPUs by 2027 potentially rivaling industry leader NVIDIA and driving larger revenue gains than currently anticipated. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-24T13:31Z 8715 followers, 1551 engagements
"TAMIM Fund Global High Conviction on Ebara Corporation $6361 JP Thesis: Ebara Corporation is a strategic investment opportunity that blends traditional industrial operations with significant growth potential in infrastructure semiconductors and energy transition markets. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-28T13:31Z 8718 followers, 2107 engagements
"AMG River Road Focused Absolute Value Fund on Murphy $MUSA US Thesis: Murphy USAs strategic locations near Walmart low-cost operations and capital-light model offer a compelling mix of high customer traffic and superior returns making it a structurally advantaged player in the convenience store industry. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-29T13:31Z 8720 followers, 1763 engagements
"The London Company Income Equity on Chubb Limited $CB US Thesis: Chubb Limited is a well-managed insurance provider with strong growth potential disciplined underwriting and geographical diversification making it a compelling long-term investment. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-30T17:30Z 8715 followers, 1457 engagements
"TAMIM Fund Global High Conviction on F5 Inc. $FFIV US Thesis: F5 Inc. is an attractive defensive technology investment with strong multicloud partnerships robust financials and a critical role in global cloud infrastructure. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-01T21:30Z 8715 followers, 1823 engagements
"Harding Loevner International Small Companies Equity on Rohto Pharmaceutical $4527 JP Thesis: Rohto Pharmaceutical is a leader in health and beauty with a smart factory utilizing AI for innovative ophthalmology and regenerative medicine solutions. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-02T19:30Z 8720 followers, 1224 engagements
"Bonsai Partners on Fever-Tree $FEVR LN Thesis: Fever-Tree is an attractive business due to its asset-light model strong brand recognition and significant cash generation from both exclusive partnerships and higher-margin sales leading to impressive growth and returns on invested capital. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-06T17:31Z 8715 followers, 2355 engagements
"Hardman Johnston Global Equity on UnitedHealth Group $UNH US Thesis: UnitedHealth Group is a defensive investment that was exited due to rising uncertainty from increased medical loss ratios lowered guidance and regulatory risks. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-06T19:30Z 8718 followers, 3034 engagements
"JDP Capital on Spotify $SPOT US Thesis: Spotify is poised to enhance its earnings potential by enabling direct billing for purchases within its app thereby reducing churn and expanding into a marketplace for various content creators while significantly increasing its revenue opportunities. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-08T15:32Z 8714 followers, 1821 engagements
"Davis International Fund on ITOCHU $8001 JP Thesis: ITOCHU is a leading Japanese trading and investment company with a disciplined approach to capital allocation focusing on steady returns and long-term growth across various industries. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-09T19:30Z 8720 followers, 1322 engagements
"Schafer Cullen International High Dividend on National Grid $NG/ LN Thesis: National Grid is a regulated utility operator in the UK and US poised for significant growth due to strong renewable energy initiatives expected to drive a 6-8% earnings per share CAGR and consistent dividend growth through the end of the decade. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-10T13:31Z 8718 followers, 1244 engagements
"Sands Capital Global Leaders on Compass Group $CPG LN Thesis: Compass Group is a leading contract catering provider poised for continued growth in a $XXX billion industry by outsourcing food service operations delivering tailored solutions and maintaining pricing advantages. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-11T13:30Z 8718 followers, 1250 engagements
"Sands Capital Emerging Markets Growth on Xiaomi $1810 HK Thesis: Xiaomi is a global consumer technology leader with a unique ecosystem that integrates smartphones IoT devices and electric vehicles positioning it for long-term growth through high-quality affordable products and seamless integration across categories. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-11T17:30Z 8717 followers, 1150 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 @StockCompil 2025-10-11T19:30Z 8719 followers, 1750 engagements
"Enterprise Group on Enterprise Group $E US Thesis: Enterprise Group is strategically positioned for substantial long-term growth after acquiring exclusive rights to high-margin technology with significant recurring revenue potential across Canada. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-12T17:30Z 8715 followers, 1842 engagements
"Vltava Fund on Novo Nordisk $NOVOB DC Thesis: Novo Nordisk is a leading global company in diabetes and obesity treatment experiencing a recent share price decline despite significant growth potential in the obesity market making it an attractive long-term investment opportunity. (Extract from their Q3'25 letter)"
X Link @StockCompil 2025-10-15T15:31Z 8722 followers, 1485 engagements
"Generation IM on Agilent Technologies $A US Thesis: Agilent is well-positioned for growth due to its strong market position in analytical instruments resilient recurring revenue streams and emerging demand drivers despite short-term challenges from economic uncertainty. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-05-29T13:30Z 8723 followers, 1415 engagements
"Royce on Fox Factory Holding $FOXF US Thesis: Fox Factory Holding is an iconic brand with a loyal customer base that has experienced a significant stock price decline due to various challenges but has potential for recovery through management's restructuring initiatives. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-06-24T13:30Z 8723 followers, 1405 engagements
"Third Point on Informa PLC $INF LN Thesis: Informa PLC is a leading B2B live events company with strong margins and significant growth potential especially in the Middle East while trading at an attractive valuation. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-19T19:33Z 8723 followers, 2157 engagements
"Matrix Asset Advisors on Applied Materials $AMAT US Thesis: Applied Materials is a strong investment poised to benefit from the rising demand for advanced semiconductor manufacturing due to AI and high-performance computing supported by its robust cash flow and strategic positioning. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-21T13:30Z 8722 followers, 2825 engagements
"Heartland Mid Cap Value Fund on Everest Group LTD $EG US Thesis: Everest Group LTD is a Deep Value global insurer trading at a heavily discounted valuation due to previous management's poor underwriting decisions now being repositioned by new leadership through a shrink-to-grow strategy. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-04T17:30Z 8722 followers, 1464 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 @StockCompil 2025-10-13T09:30Z 8723 followers, 1416 engagements
"Baron Funds on SK hynix $000660 KS Thesis: Leading memory semiconductor company poised for strong earnings growth driven by AI demand and structural market trends (Extract from their Q1 letter)"
X Link @StockCompil 2024-07-05T07:44Z 8724 followers, 2766 engagements
"Tamim Fund Global High Conviction on Kao Corporation $4452 JP Thesis: Kao Corporation is a solid investment opportunity in the consumer staples sector demonstrating strong fundamentals and potential for long-term growth amidst market volatility. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-05-29T21:30Z 8723 followers, 1762 engagements
"Kathmandu Capital on Grupo Aeroportuario Centro Norte S.A.B. de C.V. $OMAB US Thesis: Grupo Aeroportuario Centro Norte S.A.B. de C.V. (OMAB.NASDAQ) is a leading Mexican airport operator with a strong cash flow model significant barriers to entry and potential for favorable terms in its upcoming Master Development Program renewal. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-07-10T15:30Z 8723 followers, 2081 engagements
"Greenhaven Road Capital on PAR Technology $PAR US Thesis: PAR Technology (PAR) is a promising investment with potential for significant growth and profitability despite uncertainties in customer acquisition timing and implementation due to its strong pipeline and recent successes with major clients like Burger King. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-13T13:30Z 8723 followers, 29.5K engagements
"Baron Durable Advantage Fund on Texas Roadhouse Inc. $TXRH US Thesis: Texas Roadhouse Inc. is a durable compounder in the casual dining sector gaining market share through high-quality affordable meals while expecting strong long-term profit growth and shareholder returns. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-24T21:30Z 8723 followers, 2981 engagements
"Harris Oakmark US Large Value Strategy on Zimmer Biomet $ZBH US Thesis: Zimmer Biomet is a leading orthopedic medical device company poised for growth due to favorable market trends and operational improvements that are currently undervalued. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-16T21:30Z 8723 followers, 1580 engagements
"Hardman Johnston Global Equity on Commerzbank $CBK GY Thesis: Commerzbank is a leading German bank undergoing a strategic transformation with a focus on profitability and digitalization presenting an attractive turnaround opportunity amid a recovering economy. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-02T17:31Z 8723 followers, 1441 engagements
"Heartland Opportunistic Value Equity Strategy on Applied Materials Inc. $AMAT US Thesis: Applied Materials is poised for growth due to its dominant position in semiconductor manufacturing favorable market trends and strong insider support. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-07T13:31Z 8723 followers, 2430 engagements
"Heartland Opportunistic Value Equity Strategy on Becton Dickinson $BDX US Thesis: BDX is undervalued at a XX% discount to healthcare peers despite its strong position in the market and potential for growth amid recent challenges. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-08T17:31Z 8723 followers, 1643 engagements
"Schafer Cullen High Dividend Value on Becton Dickinson $BDX US Thesis: Becton Dickinson is a global medical technology company with a strong market position currently trading at a low P/E ratio presenting growth opportunities despite recent headwinds. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-10T19:30Z 8723 followers, 1690 engagements
"Schafer Cullen Enhanced Equity Income on Paccar $PCAR US Thesis: Paccar is a well-positioned truck manufacturer with a strong brand portfolio a diversified business model and attractive valuation metrics poised for long-term growth despite short-term uncertainties. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-13T13:31Z 8724 followers, 1274 engagements
"Sands Capital Global Growth on On Holding $ON US Thesis: On Holding is an emerging premium global sportswear brand focused on innovation and sustainability with strong growth potential in the sports footwear market despite near-term risks. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-14T13:31Z 8723 followers, 1287 engagements
"Aristotle International Equity on Fast Retailing Co. Ltd. $9983 JP Thesis: Fast Retailing Co. Ltd. is a leading apparel company known for its high-quality timeless clothing through UNIQLO with a focus on innovation and expansion making it an attractive investment opportunity. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-05-23T13:30Z 8724 followers, 1262 engagements
"PM Capital on Endeavour Group $EDV AU Thesis: Endeavour Group is a promising investment opportunity despite a XX% share price decline since its 2022 peak as it offers strong market positions significant barriers to entry and an attractive gross dividend yield over X% amidst improving economic conditions. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-13T13:30Z 8725 followers, 1738 engagements
"Liontrust GF Sustainable Future Global Growth Fund on Ingersoll Rand $IR US Thesis: Ingersoll Rand is a key player in enhancing resource efficiency by providing energy-efficient compressors essential for manufacturing processes offering significant potential for reducing electricity expenses. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-21T17:30Z 8724 followers, 1800 engagements
"Madison Large Cap Fund on CDW Corporation $CDW US Thesis: CDW Corporation is a resilient value-added reseller of IT products poised for continued market share growth despite potential tariff impacts on hardware prices. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-23T15:31Z 8724 followers, 1437 engagements
"TCW Global Real Estate Fund on Public Storage $PSA US Thesis: Public Storage is the largest global self-storage provider capitalizing on digital and automation advancements to gain a competitive edge over smaller operators presenting a compelling roll-up opportunity. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-28T17:30Z 8725 followers, 1381 engagements
"RGA Investment Advisors on Fever-Tree Drinks PLC $FEVR LN Thesis: Fever-Tree is a premium mixer leader poised for significant growth through a strategic partnership with Molson Coors which addresses logistical challenges and enhances profit margins. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-30T15:31Z 8724 followers, 1392 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 @StockCompil 2025-10-03T21:30Z 8724 followers, 1430 engagements
"Sands Capital Emerging Markets Growth on MediaTek $2454 TT Thesis: MediaTek is a leading fabless semiconductor designer in Asia driving significant revenue from smartphone SoCs while also expanding into AI automotive computing and PCs with limited geopolitical risks benefiting its market position. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-08T19:30Z 8725 followers, 1474 engagements
"Schafer Cullen Enhanced Equity Income on PPG Industries $PPG US Thesis: PPG Industries is an attractive investment opportunity due to its diversified revenue streams strong innovation potential for earnings recovery and solid positioning in high-growth markets despite macroeconomic challenges. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-09T21:30Z 8724 followers, 1431 engagements
"Davis Real Estate Fund on Sunstone Hotel Investors $SHO US Thesis: Sunstone is an undervalued hotel company with a strong balance sheet and potential for earnings acceleration making it an attractive candidate for acquisition despite recent stock performance challenges. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-10T21:30Z 8724 followers, 1406 engagements
"Burke Wealth Management on BWX Technologies $BWXT US Thesis: BWX Technologies is a stable investment opportunity due to its crucial role in nuclear propulsion for the US Navy government-backed revenue and growth potential in nuclear technology and radiopharmaceuticals. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-12T13:30Z 8724 followers, 2220 engagements
"Schafer Cullen Small Cap Value Equity on Newmark Group $NMRK US Thesis: Newmark Group (NMRK) is a leading commercial real estate services firm that is gaining market share and improving its revenue model while trading at an attractive entry point due to market over-discounting. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-12T21:30Z 8725 followers, 1529 engagements
"Lindsell Train Global Equity Fund on Games Workshop $GAW LN Thesis: Games Workshop is a uniquely durable compounder with strong pricing power iconic IP and significant growth potential having achieved impressive financial metrics and a passionate global fanbase around its Warhammer franchises. (Extract from their Q3'25 letter)"
X Link @StockCompil 2025-10-15T17:30Z 8724 followers, 1504 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 @StockCompil 2025-05-23T15:30Z 8724 followers, 1659 engagements
"Greenhaven Road Capital on Burford Capital $BUR LN Thesis: Burford Capital is a litigation funder with a market cap of $2.5B holding rights to multiple high-stakes cases including a $16B judgment against Argentina that could significantly boost its value. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-17T19:30Z 8724 followers, 6669 engagements
"Middle Coast Investing on Deckers Outdoor $DECK US Thesis: Deckers Outdoor Corp (DECK) is a reasonably priced footwear company facing tariff uncertainties but poised for potential growth especially with its Hoka brand. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-17T19:30Z 8724 followers, 3250 engagements
"TAMIM Fund Global High Conviction on CK Hutchison Holdings Ltd. $CKHLY US Thesis: CK Hutchison Holdings Ltd. is attractively priced at around 10x P/E benefiting from a potential $XX billion windfall from the Panama Canal deal demonstrating the advantages of investing in listed infrastructure amidst changing geopolitical conditions. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-27T17:30Z 8724 followers, 1391 engagements
"TAMIM Fund Australia All Cap on Bioxyne $BXN AU Thesis: Bioxyne is a rapidly emerging leader in the medical cannabis manufacturing sector leveraging its regulatory expertise and advanced production capabilities to target significant international growth and project revenues nearing $XXX million within the next few years. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-05T13:30Z 8724 followers, 1329 engagements
"Harding Loevner Emerging Markets Equity on Lojas Renner $LREN3 BZ Thesis: Lojas Renner is a Brazilian retailer that has successfully improved its profitability and operational efficiency after investing in online customization and supply chain enhancements positioning itself for margin recovery despite ongoing competition. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-07T17:31Z 8724 followers, 1412 engagements
"Sands Capital Select Growth on Carvana $CVNA US Thesis: Carvana is transforming the fragmented used car industry by providing a superior online purchasing experience aiming to capture a significant share of the market through convenience transparency and competitive pricing. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-13T21:30Z 8724 followers, 2010 engagements
"Orbis Global Equity on Corpay $CPAY US Thesis: Corpay is a company that helps businesses manage expenses and pay vendors through a network of services demonstrating strong financial performance and significant growth potential while currently trading at a discount compared to the broader market. (Extract from their Q4 letter)"
X Link @StockCompil 2025-04-02T19:30Z 8724 followers, 2207 engagements
"Brown Advisory Large Cap Sustainable Value on Equitable Holdings $EQH US Thesis: Equitable Holdings (EQH) is positioning itself as a leading player in insurance and asset management with a focus on sustainable cash flow generation and shareholder returns while benefitting from a stronger earnings profile through increased ownership in AllianceBernstein. (Extract from their Q1 letter)"
X Link @StockCompil 2025-05-03T13:30Z 8725 followers, 1373 engagements
"TCW Relative Value Large Cap Fund on Equitable Holdings $EQH US Thesis: Equitable Holdings is a financial services company focused on life insurance and retirement undergoing restructuring to emphasize asset and wealth management which should drive growth and improve valuation multiples. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-06-02T13:30Z 8725 followers, 1372 engagements
"Alphyn Capital Management on Fairfax Financial Holdings Ltd $FFH US Thesis: Fairfax Financial Holdings Ltd is well-positioned for attractive long-term returns due to its disciplined underwriting growing float increased fixed-income yields and strong associate earnings. (Extract from their Q1'25 letter)"
X Link @StockCompil 2025-07-19T17:30Z 8725 followers, 4355 engagements
"Guinness Global Quality Mid Cap on Roper Technologies $ROP US Thesis: Roper Technologies is a long-term investor in vertical software companies focusing on organic growth and cash flow generation while capitalizing on the current market conditions to expand its portfolio. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-07-31T19:30Z 8725 followers, 2301 engagements
"Baron Focused Growth Fund on Vail Resorts $MTN US Thesis: Vail is well-positioned for long-term growth with strong financial visibility effective operational planning and a focus on enhancing guest experience supported by a strategic cost-cutting plan and a solid balance sheet. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-08T21:30Z 8725 followers, 3695 engagements
"Baron Health Care Fund on Edwards Lifesciences Corporation $EW US Thesis: Edwards Lifesciences is well-positioned in the growing TAVR market and has significant potential for growth with its innovative tricuspid valve replacement product Evoque. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-10T13:30Z 8725 followers, 1837 engagements
"Alger International Opportunities Fund on SK Hynix $000660 KS Thesis: SK Hynix is a leading memory manufacturer with a dominant position in high-bandwidth memory (HBM) leveraging advanced technology to capitalize on increasing demand from AI applications and improving market share and revenue. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-23T21:30Z 8725 followers, 1776 engagements
"Loomis Sayles International Growth Fund on Wisetech Global $WTC AU Thesis: Wisetech is poised for significant growth in the logistics software sector benefiting from market share gains and a unique global platform positioning it as a compelling investment opportunity. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-25T19:30Z 8725 followers, 2153 engagements
"Alger Small Cap Focus Fund on Clearwater Analytics $CWAN US Thesis: Clearwater Analytics is a leading cloud-based investment analytics provider that despite recent share price weakness due to debt concerns from acquisitions has the potential for transformational growth and strengthened market position. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-26T17:30Z 8725 followers, 4243 engagements
"Baron Global Advantage Fund on Nu Holdings Ltd. $NU US Thesis: Nu Holdings Ltd. is a rapidly growing digital bank in Latin America disrupting traditional banking with a tech-first platform a strong brand and significant growth potential in underserved markets. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-08-28T21:31Z 8725 followers, 3933 engagements
"Black Bear on Flagstar Financial $FLG US Thesis: Flagstar Financial is a restructured regional bank with a strong focus on conservative lending and operational efficiency poised for significant growth and profitability by 2026. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-02T15:31Z 8725 followers, 10.4K engagements
"Holland Advisors on Nu Holdings $NU US Thesis: Nu Holdings is a disruptive force in consumer banking leveraging low unit costs and relentless customer focus to offer superior services and challenge traditional banks globally. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-13T21:30Z 8725 followers, 3468 engagements
"Harris Oakmark Global Concentrated Strategy on Alibaba Group $BABA US Thesis: Alibaba Group is a global technology leader poised for growth in e-commerce and cloud computing making it an undervalued investment opportunity with strong fundamentals and a focus on enhancing shareholder returns. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-16T17:31Z 8725 followers, 3013 engagements
"Royce IP on Kyndryl Holdings $KD US Thesis: Kyndryl Holdings is the world's largest IT infrastructure services provider recently transitioning from an IBM-focused cost center to a more diversified technology partner experiencing a temporary revenue decline but expecting recovery. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-19T17:30Z 8725 followers, 1923 engagements
"AMG River Road Large Cap Value Select Fund on GE Healthcare Technologies Inc. $GEHC US Thesis: GE Healthcare Technologies Inc. is a global leader in medical technology with a strong market position diverse revenue streams and a solid financial foundation poised for sustainable growth in expanding healthcare markets. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-09-24T19:31Z 8725 followers, 1563 engagements
"Schafer Cullen Enhanced Equity Income on Norfolk Southern $NSC US Thesis: Norfolk Southern is a rail network operator with a strong presence in the Eastern US showing signs of recovery in freight volumes after a downturn and aims to improve efficiency under new CEO Mark George. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-10T15:31Z 8725 followers, 1071 engagements
"Schafer Cullen Enhanced Equity Income on ConocoPhillips $COP US Thesis: ConocoPhillips is an attractive investment due to its strong free cash flow outlook disciplined capital allocation and potential for significant shareholder returns through dividends and buybacks. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-12T15:30Z 8725 followers, 2080 engagements
"Sands Capital Technology Innovators on Palo Alto Networks $PANW US Thesis: Palo Alto Networks is a leading cybersecurity platform with strong growth potential in Next-Generation Security driven by the increasing importance of AI in cybersecurity. (Extract from their Q2'25 letter)"
X Link @StockCompil 2025-10-14T19:30Z 8725 followers, 1781 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 @StockCompil 2025-10-15T19:30Z 8725 followers, 1335 engagements
"Guinness Global Equity Income on Anta Sports $2020 HK Thesis: Anta Sports is a leading Chinese sportswear brand known for its multi-brand strategy strong growth and financial resilience making it the second-largest player in China's sportswear market. (Extract from their Q3'25 letter)"
X Link @StockCompil 2025-10-16T21:30Z 8725 followers, 2681 engagements
"AVI Global Trust on Jardine Matheson $JM SP Thesis: With sweeping leadership changes asset realisations and a strategic pivot to capital-light models across its portfolio companies Jardine Matheson is transforming into a modern holding companyunlocking compelling NAV growth potential. (Extract from their Q3'25 letter)"
X Link @StockCompil 2025-10-17T21:30Z 8725 followers, 1295 engagements
"KNA Capital on Wise $WISE LN Thesis: Wise is revolutionizing cross-border payments with a transparent low-cost model rooted in customer trust and long-term value creationmirroring Costcos playbook and positioning itself for global growth with its US market listing. (Extract from their Q3'25 letter)"
X Link @StockCompil 2025-10-18T13:30Z 8725 followers, 1042 engagements
"Bristlemoon Global Fund on Google $GOOGL US Thesis: Google is well-positioned to innovate despite past challenges leveraging its advanced AI capabilities and cost advantages to enhance search and drive future growth. (Extract from their Q3'25 letter)"
X Link @StockCompil 2025-10-18T19:30Z 8725 followers, XXX engagements
"Bell Global Equities Fund on Atlas Copco $ATCO SS Thesis: Atlas Copco is a premium industrial productivity solutions provider with strong growth potential due to its robust margins solid earnings trajectory and a strong balance sheet making it an attractive investment opportunity. (Extract from their Q3'25 letter)"
X Link @StockCompil 2025-10-18T21:30Z 8725 followers, XXX engagements