#  @StockCompil Stock Analysis Compilation Several investment funds and analysts have shared their insights on various stocks, highlighting growth potential, strong market positions, and favorable trends. These stocks span multiple industries, including technology, healthcare, finance, and consumer goods. The analyses emphasize factors such as innovative business models, leadership changes, and shifts in market trends that could impact future performance. ### Engagements: [---] [#](/creator/twitter::1693635995265110016/interactions)  - [--] Week [-----] -59% - [--] Month [------] -83% - [--] Months [---------] +1.20% - [--] Year [---------] +19% ### Mentions: [--] [#](/creator/twitter::1693635995265110016/posts_active)  - [--] Week [---] -22% - [--] Month [---] -60% - [--] Months [-----] +21% - [--] Year [-----] +55% ### Followers: [-----] [#](/creator/twitter::1693635995265110016/followers)  - [--] Week [-----] +0.05% - [--] Month [-----] +1% - [--] Months [-----] +20% - [--] Year [-----] +52% ### CreatorRank: [---------] [#](/creator/twitter::1693635995265110016/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 60.84% [finance](/list/finance) 46.99% [cryptocurrencies](/list/cryptocurrencies) 17.47% [countries](/list/countries) 7.23% [technology brands](/list/technology-brands) 6.63% [currencies](/list/currencies) 1.81% [social networks](/list/social-networks) 1.81% [travel destinations](/list/travel-destinations) 1.81% [fashion brands](/list/fashion-brands) 0.6% [financial services](/list/financial-services) 0.6% **Social topic influence** [strong](/topic/strong) 47.59%, [link](/topic/link) 29.52%, [growth](/topic/growth) 14.46%, [investment](/topic/investment) 13.86%, [market](/topic/market) 12.05%, [fund](/topic/fund) #1066, [ai](/topic/ai) 10.84%, [in the](/topic/in-the) 9.64%, [business](/topic/business) 9.04%, [products](/topic/products) 7.83% **Top accounts mentioned or mentioned by** [@sectorstories](/creator/undefined) [@recoverytrade](/creator/undefined) **Top assets mentioned** [Becton Dickinson and Co (BDX)](/topic/becton-dickinson) [Beldex (BDX)](/topic/$bdx) [AhaToken (AHT)](/topic/$aht) [Loar Holdings Inc (LOAR)](/topic/$loar) [Samsara Inc. (IOT)](/topic/samsara-inc) [Helium IOT (IOT)](/topic/$iot) [Strong Global Entertainment, Inc. (SGE)](/topic/$sge) [CDW common stock (CDW)](/topic/$cdw) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [Netskope, Inc. (NTSK)](/topic/netskope-inc) [Robert Half International Inc (RHI)](/topic/$rhi) [Fiserv Inc (FISV)](/topic/fiserv-inc) [Fiserv, Inc. (FI)](/topic/$fi) [ServiceTitan, Inc. (TTAN)](/topic/$ttan) [Ameriprise Financial, Inc. (AMP)](/topic/ameriprise) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [AMP Token (AMP)](/topic/$amp) [AECOM (ACM)](/topic/aecom) [Arista Networks Inc (ANET)](/topic/$anet) [GLOBANT S.A. (GLOB)](/topic/globant) [Darling Ingredients, Inc. (DAR)](/topic/darling-ingredients) [DAR Open Network (DAR)](/topic/$dar) [Quanta Services Inc (PWR)](/topic/quanta-services) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [MarketAxess Holdings Inc. (MKTX)](/topic/$mktx) [Verra Mobility Corporation Class A Common Stock (VRRM)](/topic/$vrrm) [Liberty Global (LBTYA)](/topic/$lbtya) [Perrigo Company PLC (PRGO)](/topic/$prgo) [IDEXX Laboratories, Inc. (IDXX)](/topic/idexx-laboratories-inc) ### Top Social Posts Top posts by engagements in the last [--] hours "Longriver Partners Fund on Hikari $6247 Thesis: Hikari Tsushin the 'Berkshire of Japan offers a rare deep value opportunity trading at just 3x trailing earnings with a portfolio of stable asset-light businesses (Extract from their Q3 letter link to the analysis in SAC#64)" [X Link](https://x.com/StockCompil/status/1857696608269513120) 2024-11-16T08:06Z [----] followers, 17K engagements "Artisan US Small Cap Growth Strategy on Loar Holdings $LOAR US Thesis: Loar Holdings is a diversified manufacturer of mission-critical components for the aerospace and defense industries which was added to the CropSM due to an attractive valuation following a drop in share price unrelated to its performance. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1986561892781883498 https://twitter.com/i/web/status/1986561892781883498" [X Link](https://x.com/StockCompil/status/1986561892781883498) 2025-11-06T22:30Z [----] followers, [----] engagements "Brown Advisory Small Cap Growth on Netskope $NTSK US Thesis: Netskope Inc. is a technology leader in Cloud Network Cyber Security offering innovative solutions for stronger security and performance in Enterprise networks with significant growth potential in the coming years. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2001691577387758007 https://twitter.com/i/web/status/2001691577387758007" [X Link](https://x.com/StockCompil/status/2001691577387758007) 2025-12-18T16:30Z [----] followers, [----] engagements "Vela International Fund on Globant $GLOB US Thesis: Globant is a leading global technology service company that has significantly declined in value post-pandemic but is poised for growth as the focus shifts from cost-efficiency to product and experience. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2006100594621046926 https://twitter.com/i/web/status/2006100594621046926" [X Link](https://x.com/StockCompil/status/2006100594621046926) 2025-12-30T20:30Z [----] followers, [----] engagements "Royce IP on Azelis Group $AZE BB Thesis: Azelis Group is a strong consolidator in the specialty chemicals market with solid fundamentals poised to benefit from industry consolidation (Extract from their Q2 letter)" [X Link](https://x.com/StockCompil/status/1825093024684323112) 2024-08-18T08:51Z [----] followers, [----] engagements "Oakmark on Azelis Group $AZE BB Thesis: Azelis strong market position in specialty chemicals combined with its long-term growth potential through M&A and market share gains offers compelling value at a discount to peers. (Extract from their Q3 letter)" [X Link](https://x.com/StockCompil/status/1854467832941097054) 2024-11-07T10:16Z [----] followers, [----] engagements "Baron Fifth Avenue Growth Fund on Samsara $IOT US Thesis: Samsara Inc. is a rapidly growing cloud software provider in the telematics industry helping companies enhance operational efficiency through data analysis and AI across commercial vehicles and industrial assets. (Extract from their Q3 letter) https://twitter.com/i/web/status/1877777929855541462 https://twitter.com/i/web/status/1877777929855541462" [X Link](https://x.com/StockCompil/status/1877777929855541462) 2025-01-10T18:02Z [----] followers, [----] engagements "Kingdom Capital on Galaxy Gaming (GLXZ) $GLXZ US Thesis: Galaxy Gaming (GLXZ) is expected to provide a 33% IRR from its acquisition by Evolution with minimal counter-party risk and a potential break payment. (Extract from their Q4 letter)" [X Link](https://x.com/StockCompil/status/1886180295449440364) 2025-02-02T22:30Z [----] followers, [----] engagements "Artisan Non US Small Mid Growth Strategy on ConvaTec $CTEC LN Thesis: ConvaTec is an attractively valued UK-based company with promising potential in infusion set pumps strong recurring revenues and innovative technologies projecting a high-single-digit free cash flow yield. (Extract from their Q4 letter) https://twitter.com/i/web/status/1890763746504847387 https://twitter.com/i/web/status/1890763746504847387" [X Link](https://x.com/StockCompil/status/1890763746504847387) 2025-02-15T14:03Z [----] followers, [----] engagements "Riverwater Sustainable Value on Darling Ingredients Inc. $DAR US Thesis: Darling Ingredients Inc. is a global leader in sustainable ingredients from animal by-products and food waste with significant renewable energy exposure and a focus on the circular economy. (Extract from their Q4 letter) https://twitter.com/i/web/status/1910385089432744295 https://twitter.com/i/web/status/1910385089432744295" [X Link](https://x.com/StockCompil/status/1910385089432744295) 2025-04-10T17:31Z [----] followers, [----] engagements "Tamim Global High Conviction on Quanta Services Inc. $PWR US Thesis: Quanta Services is a crucial player in the energy transition providing essential infrastructure services for both renewable and traditional energy sources while benefiting from a booming market and strong financial performance. (Extract from their 04'25 letter) https://twitter.com/i/web/status/1942577162424312045 https://twitter.com/i/web/status/1942577162424312045" [X Link](https://x.com/StockCompil/status/1942577162424312045) 2025-07-08T13:31Z [----] followers, [----] engagements "Brasada CM on West Pharmaceutical Services $WST US Thesis: West Pharmaceuticals steep sell-off masks a fundamentally resilient business with irreplaceable components long-term tailwinds in biologics and GLP-1s and a compelling setup for patient investors. (Extract from their Q1'25 letter) https://twitter.com/i/web/status/1944117140446920896 https://twitter.com/i/web/status/1944117140446920896" [X Link](https://x.com/StockCompil/status/1944117140446920896) 2025-07-12T19:30Z [----] followers, [----] engagements "LRT Capital Management on MarketAxess Holdings Inc. $MKTX US Thesis: MarketAxess Holdings Inc. is a leader in electronic trading of fixed-income securities leveraging a self-reinforcing network effect and advanced technology to enhance transparency liquidity and efficiency in the corporate bond market. (Extract from their Q1'25 letter) https://twitter.com/i/web/status/1947710820038643732 https://twitter.com/i/web/status/1947710820038643732" [X Link](https://x.com/StockCompil/status/1947710820038643732) 2025-07-22T17:30Z [----] followers, [----] engagements "Guinness Global Quality Mid Cap on Anta Sports $2020 HK Thesis: Anta Sports is China's leading sportswear brand outpacing Nike and Adidas with a multi-brand strategy and a strong focus on online sales and DTC while expanding through acquisitions and international partnerships. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1951274327313203625 https://twitter.com/i/web/status/1951274327313203625" [X Link](https://x.com/StockCompil/status/1951274327313203625) 2025-08-01T13:30Z [----] followers, [----] engagements "Aristotle Capital Small Cap Equity on Verra Mobility $VRRM US Thesis: Verra Mobility (VRRM) is well-positioned to capitalize on growing demand for automated enforcement solutions supported by strong recurring revenues and high profit margins. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1952391662786793708) 2025-08-04T15:30Z [----] followers, [----] engagements "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) https://twitter.com/i/web/status/1953176856250712164 https://twitter.com/i/web/status/1953176856250712164" [X Link](https://x.com/StockCompil/status/1953176856250712164) 2025-08-06T19:30Z [----] followers, [----] engagements "Baron Asset Fund on Samsara Inc. $IOT US Thesis: Samsara Inc. is a rapidly growing provider of cloud-based software for commercial vehicle telematics and asset monitoring successfully capturing market share through its innovative platform and data-driven solutions resulting in significant customer adoption and expansion opportunities. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1953448951807361195 https://twitter.com/i/web/status/1953448951807361195" [X Link](https://x.com/StockCompil/status/1953448951807361195) 2025-08-07T13:31Z [----] followers, [----] engagements "Tweedy Browne on Azelis group $AZE BB Thesis: Azelis Groups entrenched network high margins and asset-light model position it as a durable compounder with compelling long-term reinvestment opportunities. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1956348179051332085) 2025-08-15T13:32Z [----] followers, [----] 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) https://twitter.com/i/web/status/1960062339043967024 https://twitter.com/i/web/status/1960062339043967024" [X Link](https://x.com/StockCompil/status/1960062339043967024) 2025-08-25T19:30Z [----] followers, [----] engagements "Horos AM on Liberty Global $LBTYA US Thesis: Liberty Global is a telecommunications holding company that presents an attractive investment opportunity due to its significant asset discount and management's initiatives to enhance shareholder value. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1965860481798750236 https://twitter.com/i/web/status/1965860481798750236" [X Link](https://x.com/StockCompil/status/1965860481798750236) 2025-09-10T19:30Z [----] followers, [----] 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) 2025-09-12T15:30Z [----] followers, [----] 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) https://twitter.com/i/web/status/1968034807037698348 https://twitter.com/i/web/status/1968034807037698348" [X Link](https://x.com/StockCompil/status/1968034807037698348) 2025-09-16T19:30Z [----] followers, [----] engagements "Mayar Capital on Croda International $CRDA LN Thesis: Croda International is a reputable UK specialty chemicals company known for its innovative and sustainable high-performance ingredients across various industries demonstrating pricing power and resilience. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1968729452168331707 https://twitter.com/i/web/status/1968729452168331707" [X Link](https://x.com/StockCompil/status/1968729452168331707) 2025-09-18T17:30Z [----] followers, [----] engagements "Sands Capital Global Growth on Carlisle Companies $CSL US Thesis: Carlisle Companies is the largest U.S. manufacturer of commercial roofing materials benefiting from durable competitive advantages and a non-discretionary market that supports resilient earnings driven by long-term growth in demand for roof replacement. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1976701995600789559 https://twitter.com/i/web/status/1976701995600789559" [X Link](https://x.com/StockCompil/status/1976701995600789559) 2025-10-10T17:30Z [----] followers, [----] 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) https://twitter.com/i/web/status/1977456960409633141 https://twitter.com/i/web/status/1977456960409633141" [X Link](https://x.com/StockCompil/status/1977456960409633141) 2025-10-12T19:30Z [----] followers, [----] 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 [----]. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1978061472468029562) 2025-10-14T11:33Z [----] followers, [----] engagements "Oakmark International Small Cap Fund on Hamamatsu Photonics $6954 JP Thesis: Hamamatsu Photonics is a leading Japanese photon specialist with a strong market position long-term customer partnerships and a commitment to R&D that makes it well-positioned for growth despite current cyclical headwinds. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1978544099851485422 https://twitter.com/i/web/status/1978544099851485422" [X Link](https://x.com/StockCompil/status/1978544099851485422) 2025-10-15T19:30Z [----] followers, [----] engagements "Headwaters Capital on Driven Brands $DRVN US Thesis: Driven Brands is poised for multiple re-rating driven by its stable recurring revenue from automotive maintenance and repair services strategic portfolio transformation and high growth from Take [--] Oil Change resulting in improved free cash flow and reduced leverage. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1978574300366905750 https://twitter.com/i/web/status/1978574300366905750" [X Link](https://x.com/StockCompil/status/1978574300366905750) 2025-10-15T21:30Z [----] followers, [----] engagements "Night Watch on Brookdale Senior Living $BKD US Thesis: Brookdale Senior Living is poised for growth as demand for senior living facilities increases with the aging baby boomer population following a management overhaul that is improving occupancy rates. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1979268852216201323 https://twitter.com/i/web/status/1979268852216201323" [X Link](https://x.com/StockCompil/status/1979268852216201323) 2025-10-17T19:30Z [----] followers, [----] engagements "Palm Valley CM on Robert Half $RHI US Thesis: Robert Half is a profitable staffing and consulting firm that despite facing industry challenges remains cash-generative with zero debt and a strong dividend yield driven by its successful Protiviti segment. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1981020398872408192 https://twitter.com/i/web/status/1981020398872408192" [X Link](https://x.com/StockCompil/status/1981020398872408192) 2025-10-22T15:30Z [----] followers, [----] engagements "Kathmandu Capital on $KSPI US Thesis: Kaspi is undervalued compared to peers but shows strong growth potential with its expansion in Turkey and upcoming acquisition of Robobank. (Extract from their Q3'25 letter) http://Kaspi.kz http://Kaspi.kz" [X Link](https://x.com/StockCompil/status/1984719796273881107) 2025-11-01T20:30Z [----] followers, [----] engagements "Baron India Fund on Astra Microwave Products Limited $AMPL IN Thesis: Astra Microwave Products Limited (AMPL) is a leading Indian manufacturer of microwave components poised for significant growth due to its key role in national security and defense supported by government initiatives and global partnerships. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1988705974169792627 https://twitter.com/i/web/status/1988705974169792627" [X Link](https://x.com/StockCompil/status/1988705974169792627) 2025-11-12T20:30Z [----] followers, [----] engagements "Eagle Capital Management on LSEG $LSEG LN Thesis: LSEG is well-positioned for growth and margin expansion with a resilient business model and strong management despite recent market concerns over AI leading to an expected 20% multi-year IRR. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1989460967491604883 https://twitter.com/i/web/status/1989460967491604883" [X Link](https://x.com/StockCompil/status/1989460967491604883) 2025-11-14T22:30Z [----] followers, [----] engagements "Baron Health Care Fund on UnitedHealth Group Incorporated $UNH US Thesis: UnitedHealth Group Incorporated is a strong managed health care company with new management and reset earnings guidance facing challenges but possessing competitive advantages and trading at a near 10-year low valuation. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1990548119717544271 https://twitter.com/i/web/status/1990548119717544271" [X Link](https://x.com/StockCompil/status/1990548119717544271) 2025-11-17T22:30Z [----] followers, [----] engagements "Fiduciary Management on OneMain $OMF US Thesis: OneMain is a leading player in nonprime personal lending with potential for growth and resilience despite a challenging macro environment. (From their Q325 letter link in bio)" [X Link](https://x.com/StockCompil/status/1992601660095426986) 2025-11-23T14:30Z [----] followers, [----] engagements "Fiduciary Management on Greggs $GRG LN Thesis: Greggs is a well-positioned vertically integrated food-on-the-go operator with strong brand loyalty facing short-term challenges but having substantial growth potential through new store openings and a solid financial outlook. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1992662037835444695 https://twitter.com/i/web/status/1992662037835444695" [X Link](https://x.com/StockCompil/status/1992662037835444695) 2025-11-23T18:30Z [----] followers, [----] engagements "Pzena Global Best Ideas on Robert Half $RHI US Thesis: Robert Half is an attractive value opportunity due to low job turnover affecting staffing demand while Signify is poised for earnings recovery as demand rebounds following its transformation to LED products and strategic market improvements. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1993054635351814577 https://twitter.com/i/web/status/1993054635351814577" [X Link](https://x.com/StockCompil/status/1993054635351814577) 2025-11-24T20:30Z [----] followers, [----] engagements "Baron Emerging Markets Fund on Kuaishou Technology $1024 HK Thesis: Kuaishou Technology is a differentiated short video platform in China with strong user engagement and potential for significant earnings growth driven by AI advancements and e-commerce integration. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1993810140873506924 https://twitter.com/i/web/status/1993810140873506924" [X Link](https://x.com/StockCompil/status/1993810140873506924) 2025-11-26T22:32Z [----] followers, [----] engagements "Baron Fifth Avenue Growth Fund on KKR & Co. Inc. $KKR US Thesis: KKR & Co. Inc. is a leading alternative asset manager poised for growth with a diversified business model and strong fundraising capabilities targeting $1 trillion in assets under management. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1995138384038125772 https://twitter.com/i/web/status/1995138384038125772" [X Link](https://x.com/StockCompil/status/1995138384038125772) 2025-11-30T14:30Z [----] followers, [----] engagements "Artemis Income Fund on Dr. Martens $DOCS LN Thesis: Dr. Martens is showing promising signs of recovery under new management with a focus on product diversification appropriate distribution strategies and positive cost discipline presenting an attractive investment opportunity. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1995259152717787647 https://twitter.com/i/web/status/1995259152717787647" [X Link](https://x.com/StockCompil/status/1995259152717787647) 2025-11-30T22:30Z [----] followers, [----] engagements "Ariel Global Fund on Minth Group Ltd. $425 HK Thesis: Minth Group Ltd. is a compelling investment due to its strong position in the automotive supply chain growth potential in electric vehicles and strategic diversification into robotics and eVTOLs making it an attractive entry point after recent share price dips. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1998097905639383064 https://twitter.com/i/web/status/1998097905639383064" [X Link](https://x.com/StockCompil/status/1998097905639383064) 2025-12-08T18:30Z [----] followers, [----] engagements "Voss Capital on Xponential Fitness $XPOF US Thesis: Xponential Fitness is currently undervalued trading at a significant discount compared to peers with strong unit economics and cash flow potential that could lead to a substantial increase in its share price. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1999487104343044175 https://twitter.com/i/web/status/1999487104343044175" [X Link](https://x.com/StockCompil/status/1999487104343044175) 2025-12-12T14:30Z [----] followers, [----] engagements "Kerrisdale Capital on Aixtron $AIXA GR Thesis: Aixtron is a leading semiconductor capital equipment company poised for significant growth as a key enabler of advanced technologies for AI and data centers with potential for over 270% upside in its stock value by [----]. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1999879634515628356 https://twitter.com/i/web/status/1999879634515628356" [X Link](https://x.com/StockCompil/status/1999879634515628356) 2025-12-13T16:30Z [----] followers, [----] engagements "Brown Advisory Beutel Goodman US Value Fund on Applied Materials Inc. $AMAT US Thesis: Applied Materials Inc. is poised for long-term growth due to its leading position in the semiconductor capital equipment market and expanding Service & Parts business despite facing near-term headwinds. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1999909824339837265 https://twitter.com/i/web/status/1999909824339837265" [X Link](https://x.com/StockCompil/status/1999909824339837265) 2025-12-13T18:30Z [----] followers, [----] engagements "Brown Advisory Large Cap Growth on Samsara Inc. $IOT US Thesis: Samsara Inc. is well-positioned for sustained growth in the connected operations market leveraging its innovative platform to modernize industries historically lacking digital infrastructure. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2000272175496859841 https://twitter.com/i/web/status/2000272175496859841" [X Link](https://x.com/StockCompil/status/2000272175496859841) 2025-12-14T18:30Z [----] followers, [----] engagements "Gabelli Funds on Polar Capital Holdings plc $POLR LN Thesis: Polar Capital Holdings plc is a London-based active asset manager focused on thematic strategies recently reporting 26.7bn in AUM driven by strong fund performance and a favorable environment for active management. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2000936631637840167 https://twitter.com/i/web/status/2000936631637840167" [X Link](https://x.com/StockCompil/status/2000936631637840167) 2025-12-16T14:30Z [----] followers, [----] engagements "Voss Capital on Flywire $FLYW US Thesis: Flywire is a strong investment opportunity due to its impressive growth trajectory improved profitability and favorable valuation compared to peers despite market misconceptions regarding international student enrollment risks. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2000996965157310484 https://twitter.com/i/web/status/2000996965157310484" [X Link](https://x.com/StockCompil/status/2000996965157310484) 2025-12-16T18:30Z [----] followers, [----] engagements "Brown Advisory Mid Cap Growth on Cardinal Health $CAH US Thesis: Cardinal Health is benefiting from rising demand for specialty therapies and expanding its services while improving margins in its medical distribution business. (From their Q325 letter link in bio)" [X Link](https://x.com/StockCompil/status/2001299003753771063) 2025-12-17T14:30Z [----] followers, [---] engagements "Gabelli Funds on Deutsche Boerse AG $DB1 GY Thesis: Deutsche Boerse AG is a leading financial infrastructure provider in Europe poised to benefit from increased investment flows and long-term trends in market centralization and electronification. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2001420236835127490 https://twitter.com/i/web/status/2001420236835127490" [X Link](https://x.com/StockCompil/status/2001420236835127490) 2025-12-17T22:32Z [----] followers, [----] engagements "Southernsun Small Cap Investment on Crane NXT $CXT US Thesis: Crane NXT (CXT) is a niche leader in secure payments and authentication technologies with strong margins recurring revenue and strategic growth drivers offering a compelling long-term opportunity powered by cash flow not just valuation. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2002084181669552216 https://twitter.com/i/web/status/2002084181669552216" [X Link](https://x.com/StockCompil/status/2002084181669552216) 2025-12-19T18:30Z [----] followers, [----] engagements "TCW Concentrated Large Cap Growth Fund on Spotify Technology S.A. $SPOT US Thesis: Spotify Technology S.A. is the leading audio streaming service with significant market share and growth potential driven by user acquisition premium conversions and pricing power. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2002144523040805011 https://twitter.com/i/web/status/2002144523040805011" [X Link](https://x.com/StockCompil/status/2002144523040805011) 2025-12-19T22:30Z [----] followers, [----] engagements "Sands Capital International Growth on Argenx $ARGX BB Thesis: Argenx is advancing targeted antibody therapies for autoimmune diseases with its first product Vyvgart showing significant growth potential and a strong market position. (From their Q325 letter link in bio)" [X Link](https://x.com/StockCompil/status/2002386134144274787) 2025-12-20T14:30Z [----] followers, [----] engagements "TCW Relative Value Mid Cap Fund on Electronic Arts Inc. $EA US Thesis: Electronic Arts Inc. is a leading global digital interactive entertainment company focused on game development and distribution with strategic expansions in AI and new market opportunities particularly in preparation for the [----] World Cup. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2002416309733048681 https://twitter.com/i/web/status/2002416309733048681" [X Link](https://x.com/StockCompil/status/2002416309733048681) 2025-12-20T16:30Z [----] followers, [----] engagements "Gabelli Funds on Evergy Inc. $EVRG US Thesis: Evergy Inc. is an electric and gas utility in Kansas and Missouri with a strong growth pipeline expected to achieve 5%-7% EPS growth driven by increased demand and strategic partnerships. (From their Q325 letter link in bio)" [X Link](https://x.com/StockCompil/status/2002446520977608837) 2025-12-20T18:30Z [----] followers, [----] engagements "TAMIM Global Equities High Conviction on Ibiden $4062 JT Thesis: Ibiden is a vital supplier in the semiconductor value chain known for its high-performance printed circuit boards and integrated circuit substrates driving innovation in computing and diversified industrial applications. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2002476687141843272 https://twitter.com/i/web/status/2002476687141843272" [X Link](https://x.com/StockCompil/status/2002476687141843272) 2025-12-20T20:30Z [----] followers, [----] engagements "TCW Relative Value Large Cap on Entergy Corporation $ETR US Thesis: Entergy Corporation is a vertically integrated electric utility with significant growth potential due to new management initiatives and increasing demand from hyperscale customers. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2002839118267425171 https://twitter.com/i/web/status/2002839118267425171" [X Link](https://x.com/StockCompil/status/2002839118267425171) 2025-12-21T20:30Z [----] followers, [----] engagements "TAMIM Global Equities High Conviction on Kurita Water Industries $6370 JP Thesis: Kurita Water Industries is a leading specialist in industrial water treatment essential for the semiconductor pharmaceutical and data centre industries leveraging decades of expertise and advanced technologies to address water scarcity and environmental regulations while ensuring sustainable manufacturing processes. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2003110898311791036 https://twitter.com/i/web/status/2003110898311791036" [X Link](https://x.com/StockCompil/status/2003110898311791036) 2025-12-22T14:30Z [----] followers, [----] engagements "Sands Capital Select Growth on Intercontinental Exchange $ICE US Thesis: Intercontinental Exchange (ICE) is poised for long-term growth with strong underlying results and accelerating profitability in its Mortgage Technology division despite short-term volatility in the broader market. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2003171309316927882 https://twitter.com/i/web/status/2003171309316927882" [X Link](https://x.com/StockCompil/status/2003171309316927882) 2025-12-22T18:30Z [----] followers, [----] engagements "TCW Relative Value Large Cap on Equinix Inc. $EQIX US Thesis: Equinix Inc. is a leading colocation data center provider with a global footprint strong growth prospects and a high valuation premium due to its attractive business model and market position. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2003201494590370300 https://twitter.com/i/web/status/2003201494590370300" [X Link](https://x.com/StockCompil/status/2003201494590370300) 2025-12-22T20:30Z [----] followers, [----] engagements "Sands Capital Emerging Markets Growth on SK hynix $000660 KS Thesis: SK hynix is the world's largest dedicated producer of memory chips poised to benefit from the growing demand for high-bandwidth memory driven by advancements in AI and high-performance computing. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2003533693244080588 https://twitter.com/i/web/status/2003533693244080588" [X Link](https://x.com/StockCompil/status/2003533693244080588) 2025-12-23T18:30Z [----] followers, 24.6K engagements "Sands Capital Technology Innovators on Duolingo Inc. $DUOL US Thesis: Duolingo is the leading global language-learning app with potential for increased monetization by targeting a larger audience with AI-powered tools. (From their Q325 letter link in bio)" [X Link](https://x.com/StockCompil/status/2003594084477243868) 2025-12-23T22:30Z [----] followers, [----] engagements "TCW Relative Value Large Cap on CSX Corporation $CSX US Thesis: CSX Corporation is a leading railroad company with a strong market position and cost advantages set to benefit from management restructuring operational improvements and solid long-term growth prospects. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2003865864911614445 https://twitter.com/i/web/status/2003865864911614445" [X Link](https://x.com/StockCompil/status/2003865864911614445) 2025-12-24T16:30Z [----] followers, [----] engagements "Sands Capital Global Leaders on Intuitive Surgical $ISRG US Thesis: Intuitive Surgical is the leading provider of robotic surgical systems poised for strong growth as it expands its monopoly from niche to broader surgical procedures. (From their Q325 letter link in bio)" [X Link](https://x.com/StockCompil/status/2005375822949978143) 2025-12-28T20:30Z [----] followers, [----] engagements "Vulcan Value Partners on Fiserv Inc. $FISV US Thesis: Fiserv Inc. is a financially robust global payments solutions provider with high customer retention and substantial free cash flow positioning it as a valuable investment opportunity. (From their Q325 letter link in bio)" [X Link](https://x.com/StockCompil/status/2005647611735216523) 2025-12-29T14:30Z [----] followers, [----] engagements "Royce Invest [--------] on TowneBank $TOWN US Thesis: TowneBank is a strong investment opportunity due to its dominant market share diverse earnings from non-interest income sources like its insurance brokerage disciplined acquisition strategy and attractive valuation compared to expected robust earnings growth. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2005708002192420872 https://twitter.com/i/web/status/2005708002192420872" [X Link](https://x.com/StockCompil/status/2005708002192420872) 2025-12-29T18:30Z [----] followers, [----] engagements "Third Point on SK Hynix $000660 KS Thesis: SK Hynix is a market leader in high bandwidth memory with a significant growth outlook due to AI driving demand while it trades at a substantial discount compared to competitors. (From their Q325 letter link in bio)" [X Link](https://x.com/StockCompil/status/2005738224451260673) 2025-12-29T20:30Z [----] followers, [----] engagements "TCW Global Real Estate Fund on Iron Mountain Inc. $IRM US Thesis: Iron Mountain Inc. is well-positioned to benefit from growth in data centers records management and digital solutions due to its leading market share in the Asset Lifecycle Management industry. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2006040189597020556 https://twitter.com/i/web/status/2006040189597020556" [X Link](https://x.com/StockCompil/status/2006040189597020556) 2025-12-30T16:30Z [----] followers, [----] engagements "TAMIM Global Equities High Conviction [----] on Toyoda Gosei $7282 JP Thesis: Toyoda Gosei is a well-positioned Tier [--] automotive supplier benefiting from Japans industrial renewal and the global shift in automotive supply chains with a stable revenue improving profitability and attractive valuation amid growing demand for hybrid and electric vehicles. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2006130799553175714 https://twitter.com/i/web/status/2006130799553175714" [X Link](https://x.com/StockCompil/status/2006130799553175714) 2025-12-30T22:30Z [----] followers, [----] engagements "Polen Capital on Sage Group $SGE LN (Extract from their Q1 letter)" [X Link](https://x.com/StockCompil/status/1792146934007783610) 2024-05-19T10:55Z [----] followers, [----] engagements "Baron Discovery Fund on ServiceTitan Inc. $TTAN US Thesis: ServiceTitan Inc. is a leading business management software platform for the trades poised for strong organic revenue growth and margin expansion in a large resilient market. (Extract from their Q4 letter)" [X Link](https://x.com/StockCompil/status/1895149693903990800) 2025-02-27T16:31Z [----] followers, [----] engagements "Artisan Global Opportunities Strategy on Sage $SGE LN Thesis: Sage is a leading software provider for small and medium-sized businesses poised for accelerated revenue growth and margin expansion through a shift to cloud-based solutions and AI innovations. (Extract from their Q1 letter) https://twitter.com/i/web/status/1918327291475591609 https://twitter.com/i/web/status/1918327291475591609" [X Link](https://x.com/StockCompil/status/1918327291475591609) 2025-05-02T15:30Z [----] followers, [----] engagements "The London Company on Corning Inc $GLW US Thesis: Corning Inc (GLW) is a leading manufacturer of specialty glass and optical products that benefits from AI-driven demand and is well-positioned for strong revenue growth through innovation and diversified revenue streams. (Extract from their Q1'25 letter) https://twitter.com/i/web/status/1925635352724705534 https://twitter.com/i/web/status/1925635352724705534" [X Link](https://x.com/StockCompil/status/1925635352724705534) 2025-05-22T19:30Z [----] followers, [----] engagements "Third Point on CoStar Group $CSGP US Thesis: CoStar is positioned for significant growth due to its dominant market share and potential for improved capital allocation despite challenges in its residential real estate expansion. (Extract from their Q1'25 letter)" [X Link](https://x.com/StockCompil/status/1925937383314166080) 2025-05-23T15:30Z [----] followers, [----] engagements "Tamim 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) https://twitter.com/i/web/status/1927719107895468462 https://twitter.com/i/web/status/1927719107895468462" [X Link](https://x.com/StockCompil/status/1927719107895468462) 2025-05-28T13:30Z [----] followers, 10.2K 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) https://twitter.com/i/web/status/1929651846324359435 https://twitter.com/i/web/status/1929651846324359435" [X Link](https://x.com/StockCompil/status/1929651846324359435) 2025-06-02T21:30Z [----] followers, 14K engagements "Macquarie Value Fund on CDW Corp. $CDW US Thesis: CDW Corp. is a leading IT solutions provider well-positioned to benefit from device spending AI adoption and a strong capital allocation program amid a favorable valuation. (Extract from their Q1'25 letter)" [X Link](https://x.com/StockCompil/status/1931373173196357702) 2025-06-07T15:30Z [----] followers, [----] engagements "Polen US Smid Company Growth on Manhattan Associates $MANH US Thesis: Manhattan Associates is the leading provider of warehouse and distribution center software successfully transitioning to a cloud-based SaaS model that has enhanced its growth potential and created attractive investment opportunities. (Extract from their Q1'25 letter) https://twitter.com/i/web/status/1939073907870331146 https://twitter.com/i/web/status/1939073907870331146" [X Link](https://x.com/StockCompil/status/1939073907870331146) 2025-06-28T21:30Z [----] followers, [----] engagements "Artisan US Mid Cap Value Strategy on CDW $CDW US Thesis: CDW is a resilient value-added reseller of IT solutions poised for steady growth by consolidating its share in the fragmented VAR market particularly by serving small and medium businesses. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1948858394200166833 https://twitter.com/i/web/status/1948858394200166833" [X Link](https://x.com/StockCompil/status/1948858394200166833) 2025-07-25T21:30Z [----] followers, [----] engagements "Aristotle Capital Large Cap Growth on Antero Resources $AR US Thesis: Antero Resources is a leading U.S. natural gas and NGL producer in the Appalachian Basin poised for strong free cash flow growth driven by increasing global demand and a robust financial position. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1951757471451644347 https://twitter.com/i/web/status/1951757471451644347" [X Link](https://x.com/StockCompil/status/1951757471451644347) 2025-08-02T21:30Z [----] followers, [----] engagements "Baron Small Cap Fund on Hinge Health Inc. $HING US Thesis: Hinge Health is a leading digital health care provider specializing in AI-powered virtual physical therapy for musculoskeletal care offering a cost-effective solution to a largely underserved market. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1961149553815519539 https://twitter.com/i/web/status/1961149553815519539" [X Link](https://x.com/StockCompil/status/1961149553815519539) 2025-08-28T19:31Z [----] followers, [----] engagements "Artisan Value Income Strategy on Amrize $AMRZ US Thesis: Amrize is the largest cement producer in the US and the fifth-largest aggregates producer in North America benefiting from a low-cost inland distribution network and strong market positioning in local aggregates markets. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1962870922659930195 https://twitter.com/i/web/status/1962870922659930195" [X Link](https://x.com/StockCompil/status/1962870922659930195) 2025-09-02T13:31Z [----] followers, [----] engagements "Horizon Kinetics on Japan Elevator Service Holdings Co Ltd $6544 JP Thesis: Japan Elevator Service Holdings Co Ltd is a rapidly growing independent service company in the elevator industry with a significant opportunity to capture market share and increase profitability currently holding a 10% market share but aiming for 30% through strategic investments and operational efficiency. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1965105485893255299 https://twitter.com/i/web/status/1965105485893255299" [X Link](https://x.com/StockCompil/status/1965105485893255299) 2025-09-08T17:30Z [----] followers, [----] 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) https://twitter.com/i/web/status/1967944643179373043 https://twitter.com/i/web/status/1967944643179373043" [X Link](https://x.com/StockCompil/status/1967944643179373043) 2025-09-16T13:32Z [----] followers, [----] 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 $210. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1969393788683448353) 2025-09-20T13:30Z [----] followers, [----] 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) 2025-09-23T15:31Z [----] followers, [----] engagements "RGA Investment Advisors on Peloton Interactive Inc. $PTON US Thesis: Peloton Interactive Inc is transforming into a profitable cash-generating business with significant growth potential by leveraging its strong brand expanding into strength and nutrition and effectively managing costs positioning itself well for future valuation increases. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1970541466393989517 https://twitter.com/i/web/status/1970541466393989517" [X Link](https://x.com/StockCompil/status/1970541466393989517) 2025-09-23T17:31Z [----] followers, [----] engagements "Heartland Value Fund on Dentsply Sirona Inc. $XRAY US Thesis: Dentsply Sirona Inc. is a leading dental equipment supplier undergoing a management-led turnaround despite challenges in the global market with recent Q1 results indicating early signs of improved performance. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1974225583946035533 https://twitter.com/i/web/status/1974225583946035533" [X Link](https://x.com/StockCompil/status/1974225583946035533) 2025-10-03T21:30Z [----] followers, [----] 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) https://twitter.com/i/web/status/1976732145948250207 https://twitter.com/i/web/status/1976732145948250207" [X Link](https://x.com/StockCompil/status/1976732145948250207) 2025-10-10T19:30Z [----] followers, [----] engagements "Bell Global Emerging Companies Fund on Fortune Brands International $FBIN US Thesis: Fortune Brands is a manufacturer of home and security products with a strong presence in North America poised for recovery in its key market due to potential Fed rate cuts and lower mortgage rates. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1980688184515166618 https://twitter.com/i/web/status/1980688184515166618" [X Link](https://x.com/StockCompil/status/1980688184515166618) 2025-10-21T17:30Z [----] followers, [----] engagements "Oakmark Global Fund on Targa Resources $TRGP US Thesis: Targa Resources is a leading midstream natural gas and NGL company with significant competitive advantages and stable earnings from long-term contracts well-positioned for growth despite recent market uncertainties. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1981382844371894317 https://twitter.com/i/web/status/1981382844371894317" [X Link](https://x.com/StockCompil/status/1981382844371894317) 2025-10-23T15:30Z [----] followers, [----] engagements "Ennismore European Smaller Companies Fund on Andritz AG $ANDR AV Thesis: Andritz AG is an undervalued Austrian machinery manufacturer with a strong focus on recurring service earnings from its Pulp & Paper and Energy segments presenting a compelling investment opportunity with over 50% upside potential. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1982545433122456007 https://twitter.com/i/web/status/1982545433122456007" [X Link](https://x.com/StockCompil/status/1982545433122456007) 2025-10-26T20:30Z [----] followers, [----] engagements "LRT on The Travelers Companies Inc. $TRV US Thesis: The Travelers Companies Inc. is a leading provider of property and casualty insurance in the U.S. leveraging its extensive data disciplined underwriting and a strong distribution network to maintain a competitive edge across its Business Bond & Specialty and Personal Insurance segments. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1982847538978836485 https://twitter.com/i/web/status/1982847538978836485" [X Link](https://x.com/StockCompil/status/1982847538978836485) 2025-10-27T16:31Z [----] followers, [----] engagements "Upslope Capital on STERIS $STE US Thesis: STERIS is a leading player in infection prevention and sterilization with strong organic growth a reasonable valuation and favorable long-term industry trends. (Extract from their Q3'25 letter)" [X Link](https://x.com/StockCompil/status/1984357425881715141) 2025-10-31T20:30Z [----] followers, [----] engagements "Brasada Capital on Ferguson $FERG US Thesis: Ferguson is the largest specialty distributor in North America for plumbing HVAC and waterworks demonstrating resilience in revenue despite housing market weaknesses and showing potential for growth through strategic acquisitions and strong demand in non-residential sectors. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1985384219317502320 https://twitter.com/i/web/status/1985384219317502320" [X Link](https://x.com/StockCompil/status/1985384219317502320) 2025-11-03T16:30Z [----] followers, [----] engagements "Artisan Global Discovery Strategy on Teledyne Technologies $TDY US Thesis: Teledyne Technologies is well-positioned for mid-teens EPS growth driven by rising military spending recovering industrial markets and strong cash flow generation. (Extract from their Q3'25 letter)" [X Link](https://x.com/StockCompil/status/1987649036799648084) 2025-11-09T22:30Z [----] followers, [----] engagements "Baron Real Estate Income Fund on Welltower $WELL US Thesis: Welltower is well-positioned for substantial organic growth in senior housing demand due to robust management favorable demographics and limited supply as evidenced by recent strong financial performance. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1987951493165519048 https://twitter.com/i/web/status/1987951493165519048" [X Link](https://x.com/StockCompil/status/1987951493165519048) 2025-11-10T18:32Z [----] followers, [----] engagements "Ariel International Fund on Syensqo SA $SYENS BB Thesis: Syensqo SA is considered a compelling investment due to its currently depressed valuation and potential for recovery as inventory issues resolve and market conditions improve. (Extract from their Q3'25 letter)" [X Link](https://x.com/StockCompil/status/1988373824216125655) 2025-11-11T22:30Z [----] followers, [----] engagements "Hedge funds' best ideas #70 is in your inbox (link in bio) Baron Health Care Fund AbbVie Inc. ($ABBV US) Antipodes Global Value Fund Alibaba ($9988 HK) Orbis Global Equity Alnylam Pharmaceuticals ($ALNY US) Orbis Alsok ($2331 JP) Aristotle Value Equity Ameriprise Financial ($AMP US) Turtle Creek Ashtead Group ($AHT LN) Alger Mid Cap Growth Fund Axon Enterprise ($AXON US) Overstone Emerging Markets Equity Fund Ayala Corporation ($AC PM) Antipodes Global Fund Barrick Gold Corporation ($GOLD US) Clearbridge Mid Cap Strategy Bio-Techne ($TECH US) Tactile Fund BVZ ($BVZN SW) Antipodes Global Fund" [X Link](https://x.com/StockCompil/status/1988641688756371795) 2025-11-12T16:15Z [----] followers, [----] engagements "Baron Real Estate Income Fund on The Macerich Company $MAC US Thesis: The Macerich Company is an exceptionally high-quality mall REIT with strong prospects due to robust tenant demand a shortage of desirable retail space and an analytical leadership approach aimed at unlocking hidden value currently undervalued compared to peers. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1988675807485595942 https://twitter.com/i/web/status/1988675807485595942" [X Link](https://x.com/StockCompil/status/1988675807485595942) 2025-11-12T18:30Z [----] followers, [----] engagements "Orbis Global Equity on Genmab $GMAB DC Thesis: Genmab is undervalued due to market overreaction to impending patent expirations offering a unique opportunity to invest in a company with a strong drug discovery platform and late-stage assets while trading below the value of its approved medicines. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1989370379995898268 https://twitter.com/i/web/status/1989370379995898268" [X Link](https://x.com/StockCompil/status/1989370379995898268) 2025-11-14T16:30Z [----] followers, [----] engagements "Aristotle Value Equity on Ameriprise Financial $AMP US Thesis: Ameriprise Financial is currently facing short-term challenges due to equity volatility and institutional outflows but strong client engagement and a strategic shift towards fee-based services position it well for future growth and shareholder returns. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1989762953701204364 https://twitter.com/i/web/status/1989762953701204364" [X Link](https://x.com/StockCompil/status/1989762953701204364) 2025-11-15T18:30Z [----] followers, [----] engagements "Orbis Global Equity on Alnylam Pharmaceuticals $ALNY US Thesis: Alnylam Pharmaceuticals is a leading innovator in RNA-interference therapeutics recently achieving regulatory approval for its best-in-class ATTR-CM treatment Amvuttra which is exceeding market expectations and positioning the company for profitability. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1990517917872423398 https://twitter.com/i/web/status/1990517917872423398" [X Link](https://x.com/StockCompil/status/1990517917872423398) 2025-11-17T20:30Z [----] followers, [----] engagements "Fiduciary Management on Becton Dickinson $BDX US Thesis: Becton Dickinson is a leading medical supply company poised for growth and value unlocking through strategic simplification and a strong focus on recurring revenue. (From their Q325 letter link in bio)" [X Link](https://x.com/StockCompil/status/1992269464230883385) 2025-11-22T16:30Z [----] followers, [----] engagements "Turtle Creek on Kinsale Capital Group $KNSL US Thesis: Kinsale Capital Group is a rapidly growing specialty insurance company in the U.S. excess and surplus market known for its disciplined underwriting approach and technology-driven cost advantages. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1993024457678397899 https://twitter.com/i/web/status/1993024457678397899" [X Link](https://x.com/StockCompil/status/1993024457678397899) 2025-11-24T18:30Z [----] followers, [----] engagements "Baron Discovery Fund on Birkenstock Holding plc. $BIRK US Thesis: Birkenstock is a globally recognized footwear brand with a rich history experiencing significant growth and profitability under new management since [----] and poised for continued expansion in revenue and geographic reach. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1993734999250735117 https://twitter.com/i/web/status/1993734999250735117" [X Link](https://x.com/StockCompil/status/1993734999250735117) 2025-11-26T17:34Z [----] followers, [----] engagements "Polen International Growth on Tencent Holdings $0700 HK Thesis: Tencent Holdings is a leading Chinese technology company with strong growth potential driven by its diversified offerings and the popularity of its WeChat app despite ongoing economic challenges. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1995198768099078491 https://twitter.com/i/web/status/1995198768099078491" [X Link](https://x.com/StockCompil/status/1995198768099078491) 2025-11-30T18:30Z [----] followers, [----] engagements "Heartland Mid Cap Value Plus Fund on Brady Corp. $BRC US Thesis: Brady Corp. is a well-managed company wisely allocating capital through stock buybacks increasing dividends and strategic acquisitions with strong growth potential in Aerospace and Data Centers and a reasonable stock valuation. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1995561628977205757 https://twitter.com/i/web/status/1995561628977205757" [X Link](https://x.com/StockCompil/status/1995561628977205757) 2025-12-01T18:32Z [----] followers, [----] engagements "Artemis Income Fund on Sage $SGE LN Thesis: Sage is a trusted cloud-native accounting provider that has strong market incumbency and pricing power positioning it well for growth despite potential AI disruptions. (From their Q325 letter link in bio)" [X Link](https://x.com/StockCompil/status/1995953760045002916) 2025-12-02T20:30Z [----] followers, [----] engagements "Hedge funds' best ideas #73 is in your inbox (link in bio) Alphabet ($GOOGL US) by Artisan Global Value Strategy Amphenol ($APH US) by Bristolgate US Equity Strategy Arthur J. Gallagher ($AJG US) by Ariel Focus Fund Becton Dickinson and Company ($BDX US) by Hinde Group BTS Group (BTSB SS) by Kavaljer Quality Focus Contemporary Amperex Technology CATL (300750 CH) by Artisan Sustainable Emerging Markets Strategy Cooper Companies ($COO US) by Diamond Hill Mid Cap Fund FedEx ($FDX US) by Diamond Hill Large Cap Fund FedEx Corporation ($FDX US) by Ariel Global Fund First Financial Bancorp ($FFBC" [X Link](https://x.com/StockCompil/status/1996251959675015426) 2025-12-03T16:15Z [----] followers, [----] engagements "Baron Global Opportunity Fund on Figma Inc. $FIG US Thesis: Figma Inc. is a leading subscription-based software platform that enhances collaborative design for both designers and non-designers driving significant market share and revenue growth while emphasizing the importance of design in software development. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1996255844686496185 https://twitter.com/i/web/status/1996255844686496185" [X Link](https://x.com/StockCompil/status/1996255844686496185) 2025-12-03T16:30Z [----] followers, [----] engagements "Baron Global Opportunity Fund on Heartflow Inc. $HTFL US Thesis: Heartflow Inc. is a promising medical device company leveraging AI to accurately diagnose heart disease addressing a critical need in healthcare with significant growth potential and a strong competitive advantage. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1996587999321051232 https://twitter.com/i/web/status/1996587999321051232" [X Link](https://x.com/StockCompil/status/1996587999321051232) 2025-12-04T14:30Z [----] followers, [----] engagements "Clearbridge International Growth EAFE Strategy on KBC Group $KBC BB Thesis: KBC is a growing diversified banking and financial services provider with a successful cross-selling model and a strong capital position for potential distributions and acquisitions. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1996678519380693420 https://twitter.com/i/web/status/1996678519380693420" [X Link](https://x.com/StockCompil/status/1996678519380693420) 2025-12-04T20:30Z [----] followers, [----] engagements "Ariel Focus Fund on Fiserv Inc. $FI US Thesis: Fiserv Inc. is a leading global provider of payment processing and financial services technology solutions offering a rare opportunity to invest in a best-in-class business poised for growth amid strong demand for innovative financial technology. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1998128063758942467 https://twitter.com/i/web/status/1998128063758942467" [X Link](https://x.com/StockCompil/status/1998128063758942467) 2025-12-08T20:30Z [----] followers, [----] engagements "Hinde Group on Becton Dickinson and Company $BDX US Thesis: Becton Dickinson and Company is an attractive special situation investment poised for value unlocking through a spin-off and merger with Waters Corporation anticipated to enhance its stock valuation significantly. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1999215258251002269 https://twitter.com/i/web/status/1999215258251002269" [X Link](https://x.com/StockCompil/status/1999215258251002269) 2025-12-11T20:30Z [----] followers, [----] engagements "Jacob Funds on Circle Internet Group $CRCL US Thesis: Circle Internet Group is a growing digital financial infrastructure provider and the issuer of USDC the second-largest stablecoin which benefits from regulatory support and partnerships that enhance its market position. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2000332579233231164 https://twitter.com/i/web/status/2000332579233231164" [X Link](https://x.com/StockCompil/status/2000332579233231164) 2025-12-14T22:30Z [----] followers, [----] engagements "Brown Advisory Small Cap Fundamental Value on Cadre $CDRE US Thesis: Cadre is a high-quality manufacturer in niche markets with low cyclicality and an attractive valuation poised for margin improvements after recent acquisitions. (From their Q325 letter link in bio)" [X Link](https://x.com/StockCompil/status/2000694975130951746) 2025-12-15T22:30Z [----] followers, [----] engagements "Gabelli Funds on Textron Inc. $TXT US Thesis: Textron Inc. is a leading manufacturer of aircraft and military equipment with a strong market position in business jets and helicopters poised for growth post-COVID-19 and potential future mergers in the aerospace and defense sector. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2001027168520860019 https://twitter.com/i/web/status/2001027168520860019" [X Link](https://x.com/StockCompil/status/2001027168520860019) 2025-12-16T20:30Z [----] followers, [----] engagements "Hedge funds' best ideas #75 is in your inbox (link in bio) 3i Group (III LN) by Sands Capital Global Growth AECOM (ACM US) by TAMIM Global Equities High Conviction Alphabet Inc. (GOOGL US) by Sands Capital Select Growth Argenx (ARGX BB) by Sands Capital International Growth Arista Networks Inc. (ANET US) by TCW Concentrated Large Cap Growth Fund Bharti Airtel (BHARTI IN) by Sands Capital Emerging Markets Growth Carvana (CVNA US) by Sands Capital Global Growth ClearView Wealth (CVW AU) by TAMIM Australia All Cap [----] Crane NXT (CXT US) by Southernsun Small Cap Investment CSX Corporation (CSX" [X Link](https://x.com/StockCompil/status/2001371172953346077) 2025-12-17T19:17Z [----] followers, [----] engagements "Brown Advisory Small Cap Fundamental Value on Cushman & Wakefield $CWK US Thesis: Cushman & Wakefield is a global commercial real estate broker poised for growth and reduced debt potentially narrowing its valuation gap with peers. (From their Q325 letter link in bio)" [X Link](https://x.com/StockCompil/status/2001721746165043310) 2025-12-18T18:30Z [----] followers, [----] engagements "Sands Capital Emerging Markets Growth on Samsung Electronics $005930 KS Thesis: Samsung Electronics is poised for significant growth as a key supplier of high-bandwidth memory for AI applications and aims to improve its market position in both premium and mass segments amid favorable geopolitical dynamics. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2002023798430646736 https://twitter.com/i/web/status/2002023798430646736" [X Link](https://x.com/StockCompil/status/2002023798430646736) 2025-12-19T14:30Z [----] followers, [---] engagements "Sands Capital International Growth on Nu Holdings $NU US Thesis: Nu Holdings is a digital financial services platform Nubank that leverages its competitive advantages to disrupt the underbanked Latin American market targeting customer acquisition and monetization for growth. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2002060101335818463 https://twitter.com/i/web/status/2002060101335818463" [X Link](https://x.com/StockCompil/status/2002060101335818463) 2025-12-19T16:54Z [----] followers, [----] engagements "TCW Concentrated Large Cap Growth Fund on Arista Networks Inc. $ANET US Thesis: Arista Networks Inc. is a leading cloud networking provider well-positioned to capture market share due to its high-performance products and growing AI-related demand. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2003473323120812399 https://twitter.com/i/web/status/2003473323120812399" [X Link](https://x.com/StockCompil/status/2003473323120812399) 2025-12-23T14:30Z [----] followers, [----] 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) 2024-12-12T18:29Z [----] followers, [----] 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) https://twitter.com/i/web/status/1891858963664154907 https://twitter.com/i/web/status/1891858963664154907" [X Link](https://x.com/StockCompil/status/1891858963664154907) 2025-02-18T14:35Z [----] followers, [----] 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) https://twitter.com/i/web/status/1943362194319511831 https://twitter.com/i/web/status/1943362194319511831" [X Link](https://x.com/StockCompil/status/1943362194319511831) 2025-07-10T17:30Z [----] followers, [----] engagements "Baron Discovery Fund on Ategrity $ASIC US Thesis: Ategrity offers a compelling investment opportunity through its data-driven high-growth approach to underserved small business insurance in the E&S market with strong earnings leverage and projected mid-teens returns on equity. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1954233839842161150 https://twitter.com/i/web/status/1954233839842161150" [X Link](https://x.com/StockCompil/status/1954233839842161150) 2025-08-09T17:30Z [----] followers, [----] engagements "Ennismore Global Equity Fund on Cellnex Telecom $CLNX IM Thesis: Cellnex Telecom is transitioning from aggressive expansion to a focus on efficiency and shareholder value under new management. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1959337462746030331) 2025-08-23T19:30Z [----] followers, [----] engagements "Baron Global Advantage Fund on Loar Holdings Inc. $LOAR US Thesis: Loar Holdings Inc. is a niche aerospace parts manufacturer with a strong proprietary product portfolio significant aftermarket exposure and a disciplined M&A strategy positioning it for robust organic revenue and EBITDA growth. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1962508575705624696 https://twitter.com/i/web/status/1962508575705624696" [X Link](https://x.com/StockCompil/status/1962508575705624696) 2025-09-01T13:31Z [----] followers, [----] engagements "Harris Oakmark Global Concentrated Strategy on Becton Dickinson and Company $BDX US Thesis: Becton Dickinson and Company is a high-quality medical technology firm offering essential products currently undervalued due to short-term market pressures presenting a buying opportunity for long-term growth. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1966162557795766302 https://twitter.com/i/web/status/1966162557795766302" [X Link](https://x.com/StockCompil/status/1966162557795766302) 2025-09-11T15:30Z [----] followers, [----] 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) https://twitter.com/i/web/status/1970209142347358674 https://twitter.com/i/web/status/1970209142347358674" [X Link](https://x.com/StockCompil/status/1970209142347358674) 2025-09-22T19:30Z [----] followers, [----] engagements "Sands Capital Select Growth on Arthur J. Gallagher & Co. $AJG US Thesis: Arthur J. Gallagher (AJG) is the largest middle-market commercial insurance broker in the U.S. and third-largest globally leveraging acquisitions and technology for sustainable growth in a resilient market. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1977094487328387454 https://twitter.com/i/web/status/1977094487328387454" [X Link](https://x.com/StockCompil/status/1977094487328387454) 2025-10-11T19:30Z [----] followers, [----] engagements "Montaka on Tencent $0700 HK Thesis: Tencent is a powerful blend of Meta and Microsoft leveraging its WeChat ecosystem and AI capabilities to drive sustainable revenue and earnings growth in various markets. (Extract from their Q3'25 letter)" [X Link](https://x.com/StockCompil/status/1982454844767043939) 2025-10-26T14:30Z [----] followers, [----] engagements "Alphyn Capital Management on Prosus NV $PRX NA Thesis: Prosus NV is transitioning into a global technology operator with a focus on building a leading lifestyle eCommerce company achieving positive free cash flow and outlining a clear path for substantial earnings growth independent of its major holding Tencent. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1987226260796252183 https://twitter.com/i/web/status/1987226260796252183" [X Link](https://x.com/StockCompil/status/1987226260796252183) 2025-11-08T18:30Z [----] followers, [----] engagements "Artisan Global Discovery Strategy on Waystar $WAY US Thesis: Waystar is a leading cloud-based revenue cycle management platform poised to gain from the fallout of its competitor's cyberattack and the integration of AI capabilities to enhance claims performance. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1987558437945741321 https://twitter.com/i/web/status/1987558437945741321" [X Link](https://x.com/StockCompil/status/1987558437945741321) 2025-11-09T16:30Z [----] followers, [----] engagements "Mairs and Power Growth Fund on Cognex Corporation $CGNX US Thesis: Cognex Corporation is well-positioned to lead the rapid advancement of machine vision technology driven by AI benefiting from increased manufacturing onshoring and demand for factory automation. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1987920974834962628 https://twitter.com/i/web/status/1987920974834962628" [X Link](https://x.com/StockCompil/status/1987920974834962628) 2025-11-10T16:31Z [----] followers, [----] engagements "Turtle Creek on Ashtead Group $AHT LN Thesis: Ashtead Group is the second largest equipment rental company in North America preferred for its strategic growth through a mix of expansion and small acquisitions making it a strong investment in a consolidating industry. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1988977810090684803 https://twitter.com/i/web/status/1988977810090684803" [X Link](https://x.com/StockCompil/status/1988977810090684803) 2025-11-13T14:30Z [----] followers, [----] engagements "Baron Asset Fund on Loar Holdings Inc. $LOAR US Thesis: Loar Holdings Inc. is a niche aerospace parts manufacturer with strong pricing power and a focus on growth through acquisitions benefiting from a robust aftermarket sales model and a fragmented supply chain. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1994141791864426632 https://twitter.com/i/web/status/1994141791864426632" [X Link](https://x.com/StockCompil/status/1994141791864426632) 2025-11-27T20:30Z [----] followers, [----] engagements "Polen International Growth on ASM International $ASMI NA Thesis: ASM International is a leading provider of essential semi-cap equipment for chip manufacturing poised to grow earnings at a high-teens rate over the next five years due to the increasing demand for advanced semiconductor technologies. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1995923556807356437 https://twitter.com/i/web/status/1995923556807356437" [X Link](https://x.com/StockCompil/status/1995923556807356437) 2025-12-02T18:30Z [----] followers, [----] engagements "Ariel Focus Fund on Arthur J. Gallagher $AJG US Thesis: Arthur J. Gallagher & Co. is well-positioned for continued growth and margin expansion following the successful acquisition of AssuredPartners and favorable conditions in the global insurance market. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1997011210475106736 https://twitter.com/i/web/status/1997011210475106736" [X Link](https://x.com/StockCompil/status/1997011210475106736) 2025-12-05T18:32Z [----] followers, [----] engagements "Artisan US Mid Cap Growth Strategy on ServiceTitan $TTAN US Thesis: ServiceTitan is a leading vertical software provider for underserved trade sectors focusing on full workflow management and offering growth opportunities through customer acquisition and upselling. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1998490474575782093 https://twitter.com/i/web/status/1998490474575782093" [X Link](https://x.com/StockCompil/status/1998490474575782093) 2025-12-09T20:30Z [----] followers, [----] engagements "Clearbridge International Growth EAFE Strategy on HSBC Holdings plc $HSBA LN Thesis: HSBC is well-positioned to capitalize on growth in Asian wealth management benefiting from strong mainland Chinese investment and offering attractive returns through high dividends and share buybacks. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1998852833517482017 https://twitter.com/i/web/status/1998852833517482017" [X Link](https://x.com/StockCompil/status/1998852833517482017) 2025-12-10T20:30Z [----] followers, [----] engagements "Diamond Hill Mid Cap Fund on Cooper Companies $COO US Thesis: Cooper Companies is a medical devices firm poised for growth in the contact lens market and positioned to benefit from favorable trends in women's health despite current challenges in CooperSurgical. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1999154854166491273 https://twitter.com/i/web/status/1999154854166491273" [X Link](https://x.com/StockCompil/status/1999154854166491273) 2025-12-11T16:30Z [----] followers, [----] engagements "Voss Capital on Five9 $FIVN US Thesis: Five9 (FIVN) is undervalued despite its strong growth potential in AI-enabled contact centers trading at a significant discount compared to peers with underlying demand remaining robust. (From their Q325 letter link in bio)" [X Link](https://x.com/StockCompil/status/1999970183801176348) 2025-12-13T22:30Z [----] followers, 17.4K engagements "Brown Advisory Large Cap Sustainable Value on Hologic $HOLX US Thesis: Hologic (HOLX) is a leading global diagnostics company specializing in women's health particularly in breast imaging and molecular diagnostics with a strong focus on consumables and service contracts that drive robust margins and free cash flow. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2000966816466690067 https://twitter.com/i/web/status/2000966816466690067" [X Link](https://x.com/StockCompil/status/2000966816466690067) 2025-12-16T16:30Z [----] followers, [----] engagements "TAMIM Global Equities High Conviction on AECOM $ACM US Thesis: AECOM is a leading infrastructure consulting firm poised for growth with strong revenue expanding margins and a robust balance sheet benefiting from increased global infrastructure spending. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2004288650847109483 https://twitter.com/i/web/status/2004288650847109483" [X Link](https://x.com/StockCompil/status/2004288650847109483) 2025-12-25T20:30Z [----] followers, [----] engagements "Third Point on Ebara Corporation $6361 JP Thesis: Ebara is a leading supplier of semiconductor production equipment particularly in chemical mechanical planarization with significant growth potential in AI applications and a strategy to improve margins and shareholder value amidst undervaluation. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2005315423508586712 https://twitter.com/i/web/status/2005315423508586712" [X Link](https://x.com/StockCompil/status/2005315423508586712) 2025-12-28T16:30Z [----] followers, [----] engagements "Vela International Fund on Allfunds Group $AFG SM Thesis: Allfunds Group is the largest European B2B funds distribution platform poised for growth due to the shift towards open architecture models in the financial sector. (From their Q325 letter link in bio)" [X Link](https://x.com/StockCompil/status/2005406013717958856) 2025-12-28T22:30Z [----] followers, [----] engagements "The London Company on Cummins Inc. $CMI US Thesis: Cummins Inc. is a market leader in heavy-duty truck engines with strong customer relationships a diverse revenue stream and a solid position for future growth making it an attractive investment opportunity. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2006010022900158501 https://twitter.com/i/web/status/2006010022900158501" [X Link](https://x.com/StockCompil/status/2006010022900158501) 2025-12-30T14:30Z [----] followers, [----] engagements "Royce Invest [--------] on Arcosa $ACGL US Thesis: Arcosa is strategically focusing on higher return growth businesses in U.S. infrastructure particularly in aggregates and engineered structures positioning itself for long-term earnings and cash flow growth through organic expansion and strategic acquisitions. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2006070386002169985 https://twitter.com/i/web/status/2006070386002169985" [X Link](https://x.com/StockCompil/status/2006070386002169985) 2025-12-30T18:30Z [----] followers, [----] engagements "Artisan US Small Cap Growth Strategy on Stevanato Group $STVN US Thesis: Stevanato is a leading provider of specialty glass and plastic packaging for the health care industry poised for attractive earnings growth driven by a shift to higher margin products and the expansion of biologic drugs. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1958250379830837264 https://twitter.com/i/web/status/1958250379830837264" [X Link](https://x.com/StockCompil/status/1958250379830837264) 2025-08-20T19:30Z [----] followers, [----] 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) https://twitter.com/i/web/status/1964743124892221657 https://twitter.com/i/web/status/1964743124892221657" [X Link](https://x.com/StockCompil/status/1964743124892221657) 2025-09-07T17:30Z [----] followers, [----] engagements "Sands Capital Global Growth on Pro Medicus $PME AU Thesis: Pro Medicus is a leading healthcare IT provider that specializes in cloud-native imaging software demonstrating strong growth potential and high customer loyalty. (Extract from their Q2'25 letter)" [X Link](https://x.com/StockCompil/status/1977668180039655705) 2025-10-13T09:30Z [----] followers, [----] engagements "Alphyn Capital Management on Roko AB $ROKO SS Thesis: Roko AB is a Scandinavian decentralized serial acquirer led by Fredrik Karlsson designed to leverage a disciplined capital deployment strategy while empowering acquired companies' management teams for sustained profit growth. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1987196059559313581 https://twitter.com/i/web/status/1987196059559313581" [X Link](https://x.com/StockCompil/status/1987196059559313581) 2025-11-08T16:30Z [----] followers, [----] engagements "Baron Discovery Fund on Netskope Inc. $NTSK US Thesis: Netskope Inc. is a leading cybersecurity company specializing in Secure Access Service Edge (SASE) well-positioned for durable growth and significant margin expansion due to its unique architecture and strong customer retention. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1994474034486997073 https://twitter.com/i/web/status/1994474034486997073" [X Link](https://x.com/StockCompil/status/1994474034486997073) 2025-11-28T18:30Z [----] followers, [----] engagements "Baron Small Cap Fund on Legence Corp. $LEG US Thesis: Legence Corp. is well-positioned for rapid growth in the engineering and maintenance services sector primarily serving high-growth industries like data centers and healthcare with a strong focus on energy efficiency and sustainability. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1995863198667280663 https://twitter.com/i/web/status/1995863198667280663" [X Link](https://x.com/StockCompil/status/1995863198667280663) 2025-12-02T14:30Z [----] followers, [----] engagements "Brown Advisory Global Leaders on PT Bank Central Asia $BBCA IJ Thesis: PT Bank Central Asia (BCA) is a leading private bank in Indonesia with exceptional financial metrics superior customer outcomes and a strong investment appeal. (From their Q325 letter link in bio)" [X Link](https://x.com/StockCompil/status/2001329310557229192) 2025-12-17T16:31Z [----] followers, [----] engagements "Vela International Fund on Fever-Tree Drinks $FEVR LN Thesis: Fever-Tree Drinks is poised for a return to healthier margins closer to 20% following its transition to Molson Coors for US production after facing challenges that reduced margins below 10%. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2005768412719411473 https://twitter.com/i/web/status/2005768412719411473" [X Link](https://x.com/StockCompil/status/2005768412719411473) 2025-12-29T22:30Z [----] followers, [----] engagements "Royce Invest [--------] on Exponent $EXPO US Thesis: Exponent is a leading multidisciplinary consulting firm specializing in complex problem analysis well-positioned for growth as technological innovation and safety concerns evolve. (From their Q325 letter link in bio)" [X Link](https://x.com/anyuser/status/2006734783267606791) 2026-01-01T14:30Z [----] followers, [----] engagements "The London Company on ACI Worldwide Inc. $ACIW US Thesis: ACI Worldwide Inc. is an attractive investment due to its critical payment software for financial institutions limited competition and strong fundamentals trading at a discount with a market cap of approximately $5B. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2006855550210871418 https://twitter.com/i/web/status/2006855550210871418" [X Link](https://x.com/anyuser/status/2006855550210871418) 2026-01-01T22:30Z [----] followers, [----] engagements "Royce Invest [--------] on Onto Innovation $ONTO US Thesis: Onto Innovation is a leader in providing essential inspection metrology and lithography equipment for semiconductor manufacturing with strong growth prospects driven by technological advancements and a robust product pipeline. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2007097192918434090 https://twitter.com/i/web/status/2007097192918434090" [X Link](https://x.com/anyuser/status/2007097192918434090) 2026-01-02T14:30Z [----] followers, [----] engagements "TAMIM Global Equities High Conviction [----] on Magna International Inc. $MG NA Thesis: Magna is the largest auto parts supplier in North America offering value exposure to global auto demand and hybrid adoption with strong earnings and a robust dividend yield. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2007127364778504675 https://twitter.com/i/web/status/2007127364778504675" [X Link](https://x.com/anyuser/status/2007127364778504675) 2026-01-02T16:30Z [----] followers, [----] engagements "Royce Invest [--------] on SmartCraft ASA $SMART NO Thesis: SmartCraft ASA is a growth-oriented digital toolkit for Nordic and UK SMEs in the construction sector providing essential software solutions for increased profitability and compliance with significant market penetration potential. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2007157560130843003 https://twitter.com/i/web/status/2007157560130843003" [X Link](https://x.com/anyuser/status/2007157560130843003) 2026-01-02T18:30Z [----] followers, [----] engagements "Sands Capital Global Growth on Galderma $GALD SW Thesis: Galderma is well-positioned for long-term growth in the dermatology market leveraging its strong brand innovative products and direct-to-consumer revenue model. (From their Q325 letter link in bio)" [X Link](https://x.com/anyuser/status/2007459537767334208) 2026-01-03T14:30Z [----] followers, [----] engagements "Rothschild & Co LongRun Equity on Cadence Design Systems $CDNS US Thesis: Cadence Design Systems is a market leader in Electronic Design Automation software essential for designing complex semiconductor chips that power modern technology with strong growth prospects driven by AI adoption and increasing chip complexity. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2007520001171812471 https://twitter.com/i/web/status/2007520001171812471" [X Link](https://x.com/anyuser/status/2007520001171812471) 2026-01-03T18:30Z [----] followers, [----] engagements "35 pitches found in hedge fund Q4 reports this week : Adobe Systems Inc. (ADBE US) by Guinness Global Innovators Alphabet Inc. (GOOG US) by Mar Vista US Quality Premier ANTA Sports Products Limited (2020 HK) by Guinness Global Equity Income Broadcom Inc. (AVGO US) by Clearbridge Dividend Strategy CDW (CDW US) by Oakmark Fund Chubb Limited (CB US) by Wedgewood Partners Ciena Corporation (CIEN US) by Munro Global Growth Small & Mid Cap Fund CNX Resources Corporation (CNX US) by Riverwater Small Cap Strategy Douglas Dynamics (PLOW US) by Riverwater Micro Opportunities Strategy Duolingo (DUOL US)" [X Link](https://x.com/anyuser/status/2016904173917282721) 2026-01-29T16:00Z [----] followers, [----] engagements "35 pitches found in hedge fund Q4 reports this week : Adeia Inc. (ADEA US) by Riverwater Sustainable Value Strategy Aditya Vision (AVL IN) by Wasatch Emerging India Fund Advanced Micro Devices Inc. (AMD US) by White Falcon Capital Management Alphabet Inc. (GOOGL US) by Munro Global Growth Fund Amazon Inc. (AMZN US) by Jensen Quality Growth Equity Composite ANTA Sports Products Limited (2020 HK) by Guinness Emerging Markets Equity Income AstraZeneca PLC (AZN US) by Oakmark International Fund Becle (CUERVO MM) by Longleaf Partners Small-Cap Fund Borr Drilling (BORR NO) by Highwood Value" [X Link](https://x.com/anyuser/status/2019086173168414984) 2026-02-04T16:30Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@StockCompil Stock Analysis Compilation
Several investment funds and analysts have shared their insights on various stocks, highlighting growth potential, strong market positions, and favorable trends. These stocks span multiple industries, including technology, healthcare, finance, and consumer goods. The analyses emphasize factors such as innovative business models, leadership changes, and shifts in market trends that could impact future performance.
Engagements: [---] #
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- [--] Year [---------] +19%
Mentions: [--] #
- [--] Week [---] -22%
- [--] Month [---] -60%
- [--] Months [-----] +21%
- [--] Year [-----] +55%
Followers: [-----] #
- [--] Week [-----] +0.05%
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CreatorRank: [---------] #
Social Influence
Social category influence stocks 60.84% finance 46.99% cryptocurrencies 17.47% countries 7.23% technology brands 6.63% currencies 1.81% social networks 1.81% travel destinations 1.81% fashion brands 0.6% financial services 0.6%
Social topic influence strong 47.59%, link 29.52%, growth 14.46%, investment 13.86%, market 12.05%, fund #1066, ai 10.84%, in the 9.64%, business 9.04%, products 7.83%
Top accounts mentioned or mentioned by @sectorstories @recoverytrade
Top assets mentioned Becton Dickinson and Co (BDX) Beldex (BDX) AhaToken (AHT) Loar Holdings Inc (LOAR) Samsara Inc. (IOT) Helium IOT (IOT) Strong Global Entertainment, Inc. (SGE) CDW common stock (CDW) Alphabet Inc Class A (GOOGL) Arthur J. Gallagher & Co. (AJG) Netskope, Inc. (NTSK) Robert Half International Inc (RHI) Fiserv Inc (FISV) Fiserv, Inc. (FI) ServiceTitan, Inc. (TTAN) Ameriprise Financial, Inc. (AMP) Alnylam Pharmaceuticals, Inc. (ALNY) AMP Token (AMP) AECOM (ACM) Arista Networks Inc (ANET) GLOBANT S.A. (GLOB) Darling Ingredients, Inc. (DAR) DAR Open Network (DAR) Quanta Services Inc (PWR) West Pharmaceutical Services Inc. (WST) MarketAxess Holdings Inc. (MKTX) Verra Mobility Corporation Class A Common Stock (VRRM) Liberty Global (LBTYA) Perrigo Company PLC (PRGO) IDEXX Laboratories, Inc. (IDXX)
Top Social Posts
Top posts by engagements in the last [--] hours
"Longriver Partners Fund on Hikari $6247 Thesis: Hikari Tsushin the 'Berkshire of Japan offers a rare deep value opportunity trading at just 3x trailing earnings with a portfolio of stable asset-light businesses (Extract from their Q3 letter link to the analysis in SAC#64)"
X Link 2024-11-16T08:06Z [----] followers, 17K engagements
"Artisan US Small Cap Growth Strategy on Loar Holdings $LOAR US Thesis: Loar Holdings is a diversified manufacturer of mission-critical components for the aerospace and defense industries which was added to the CropSM due to an attractive valuation following a drop in share price unrelated to its performance. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1986561892781883498 https://twitter.com/i/web/status/1986561892781883498"
X Link 2025-11-06T22:30Z [----] followers, [----] engagements
"Brown Advisory Small Cap Growth on Netskope $NTSK US Thesis: Netskope Inc. is a technology leader in Cloud Network Cyber Security offering innovative solutions for stronger security and performance in Enterprise networks with significant growth potential in the coming years. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2001691577387758007 https://twitter.com/i/web/status/2001691577387758007"
X Link 2025-12-18T16:30Z [----] followers, [----] engagements
"Vela International Fund on Globant $GLOB US Thesis: Globant is a leading global technology service company that has significantly declined in value post-pandemic but is poised for growth as the focus shifts from cost-efficiency to product and experience. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2006100594621046926 https://twitter.com/i/web/status/2006100594621046926"
X Link 2025-12-30T20:30Z [----] followers, [----] engagements
"Royce IP on Azelis Group $AZE BB Thesis: Azelis Group is a strong consolidator in the specialty chemicals market with solid fundamentals poised to benefit from industry consolidation (Extract from their Q2 letter)"
X Link 2024-08-18T08:51Z [----] followers, [----] engagements
"Oakmark on Azelis Group $AZE BB Thesis: Azelis strong market position in specialty chemicals combined with its long-term growth potential through M&A and market share gains offers compelling value at a discount to peers. (Extract from their Q3 letter)"
X Link 2024-11-07T10:16Z [----] followers, [----] engagements
"Baron Fifth Avenue Growth Fund on Samsara $IOT US Thesis: Samsara Inc. is a rapidly growing cloud software provider in the telematics industry helping companies enhance operational efficiency through data analysis and AI across commercial vehicles and industrial assets. (Extract from their Q3 letter) https://twitter.com/i/web/status/1877777929855541462 https://twitter.com/i/web/status/1877777929855541462"
X Link 2025-01-10T18:02Z [----] followers, [----] engagements
"Kingdom Capital on Galaxy Gaming (GLXZ) $GLXZ US Thesis: Galaxy Gaming (GLXZ) is expected to provide a 33% IRR from its acquisition by Evolution with minimal counter-party risk and a potential break payment. (Extract from their Q4 letter)"
X Link 2025-02-02T22:30Z [----] followers, [----] engagements
"Artisan Non US Small Mid Growth Strategy on ConvaTec $CTEC LN Thesis: ConvaTec is an attractively valued UK-based company with promising potential in infusion set pumps strong recurring revenues and innovative technologies projecting a high-single-digit free cash flow yield. (Extract from their Q4 letter) https://twitter.com/i/web/status/1890763746504847387 https://twitter.com/i/web/status/1890763746504847387"
X Link 2025-02-15T14:03Z [----] followers, [----] engagements
"Riverwater Sustainable Value on Darling Ingredients Inc. $DAR US Thesis: Darling Ingredients Inc. is a global leader in sustainable ingredients from animal by-products and food waste with significant renewable energy exposure and a focus on the circular economy. (Extract from their Q4 letter) https://twitter.com/i/web/status/1910385089432744295 https://twitter.com/i/web/status/1910385089432744295"
X Link 2025-04-10T17:31Z [----] followers, [----] engagements
"Tamim Global High Conviction on Quanta Services Inc. $PWR US Thesis: Quanta Services is a crucial player in the energy transition providing essential infrastructure services for both renewable and traditional energy sources while benefiting from a booming market and strong financial performance. (Extract from their 04'25 letter) https://twitter.com/i/web/status/1942577162424312045 https://twitter.com/i/web/status/1942577162424312045"
X Link 2025-07-08T13:31Z [----] followers, [----] engagements
"Brasada CM on West Pharmaceutical Services $WST US Thesis: West Pharmaceuticals steep sell-off masks a fundamentally resilient business with irreplaceable components long-term tailwinds in biologics and GLP-1s and a compelling setup for patient investors. (Extract from their Q1'25 letter) https://twitter.com/i/web/status/1944117140446920896 https://twitter.com/i/web/status/1944117140446920896"
X Link 2025-07-12T19:30Z [----] followers, [----] engagements
"LRT Capital Management on MarketAxess Holdings Inc. $MKTX US Thesis: MarketAxess Holdings Inc. is a leader in electronic trading of fixed-income securities leveraging a self-reinforcing network effect and advanced technology to enhance transparency liquidity and efficiency in the corporate bond market. (Extract from their Q1'25 letter) https://twitter.com/i/web/status/1947710820038643732 https://twitter.com/i/web/status/1947710820038643732"
X Link 2025-07-22T17:30Z [----] followers, [----] engagements
"Guinness Global Quality Mid Cap on Anta Sports $2020 HK Thesis: Anta Sports is China's leading sportswear brand outpacing Nike and Adidas with a multi-brand strategy and a strong focus on online sales and DTC while expanding through acquisitions and international partnerships. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1951274327313203625 https://twitter.com/i/web/status/1951274327313203625"
X Link 2025-08-01T13:30Z [----] followers, [----] engagements
"Aristotle Capital Small Cap Equity on Verra Mobility $VRRM US Thesis: Verra Mobility (VRRM) is well-positioned to capitalize on growing demand for automated enforcement solutions supported by strong recurring revenues and high profit margins. (Extract from their Q2'25 letter)"
X Link 2025-08-04T15:30Z [----] followers, [----] 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) https://twitter.com/i/web/status/1953176856250712164 https://twitter.com/i/web/status/1953176856250712164"
X Link 2025-08-06T19:30Z [----] followers, [----] engagements
"Baron Asset Fund on Samsara Inc. $IOT US Thesis: Samsara Inc. is a rapidly growing provider of cloud-based software for commercial vehicle telematics and asset monitoring successfully capturing market share through its innovative platform and data-driven solutions resulting in significant customer adoption and expansion opportunities. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1953448951807361195 https://twitter.com/i/web/status/1953448951807361195"
X Link 2025-08-07T13:31Z [----] followers, [----] engagements
"Tweedy Browne on Azelis group $AZE BB Thesis: Azelis Groups entrenched network high margins and asset-light model position it as a durable compounder with compelling long-term reinvestment opportunities. (Extract from their Q2'25 letter)"
X Link 2025-08-15T13:32Z [----] followers, [----] 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) https://twitter.com/i/web/status/1960062339043967024 https://twitter.com/i/web/status/1960062339043967024"
X Link 2025-08-25T19:30Z [----] followers, [----] engagements
"Horos AM on Liberty Global $LBTYA US Thesis: Liberty Global is a telecommunications holding company that presents an attractive investment opportunity due to its significant asset discount and management's initiatives to enhance shareholder value. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1965860481798750236 https://twitter.com/i/web/status/1965860481798750236"
X Link 2025-09-10T19:30Z [----] followers, [----] 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 2025-09-12T15:30Z [----] followers, [----] 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) https://twitter.com/i/web/status/1968034807037698348 https://twitter.com/i/web/status/1968034807037698348"
X Link 2025-09-16T19:30Z [----] followers, [----] engagements
"Mayar Capital on Croda International $CRDA LN Thesis: Croda International is a reputable UK specialty chemicals company known for its innovative and sustainable high-performance ingredients across various industries demonstrating pricing power and resilience. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1968729452168331707 https://twitter.com/i/web/status/1968729452168331707"
X Link 2025-09-18T17:30Z [----] followers, [----] engagements
"Sands Capital Global Growth on Carlisle Companies $CSL US Thesis: Carlisle Companies is the largest U.S. manufacturer of commercial roofing materials benefiting from durable competitive advantages and a non-discretionary market that supports resilient earnings driven by long-term growth in demand for roof replacement. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1976701995600789559 https://twitter.com/i/web/status/1976701995600789559"
X Link 2025-10-10T17:30Z [----] followers, [----] 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) https://twitter.com/i/web/status/1977456960409633141 https://twitter.com/i/web/status/1977456960409633141"
X Link 2025-10-12T19:30Z [----] followers, [----] 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 [----]. (Extract from their Q2'25 letter)"
X Link 2025-10-14T11:33Z [----] followers, [----] engagements
"Oakmark International Small Cap Fund on Hamamatsu Photonics $6954 JP Thesis: Hamamatsu Photonics is a leading Japanese photon specialist with a strong market position long-term customer partnerships and a commitment to R&D that makes it well-positioned for growth despite current cyclical headwinds. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1978544099851485422 https://twitter.com/i/web/status/1978544099851485422"
X Link 2025-10-15T19:30Z [----] followers, [----] engagements
"Headwaters Capital on Driven Brands $DRVN US Thesis: Driven Brands is poised for multiple re-rating driven by its stable recurring revenue from automotive maintenance and repair services strategic portfolio transformation and high growth from Take [--] Oil Change resulting in improved free cash flow and reduced leverage. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1978574300366905750 https://twitter.com/i/web/status/1978574300366905750"
X Link 2025-10-15T21:30Z [----] followers, [----] engagements
"Night Watch on Brookdale Senior Living $BKD US Thesis: Brookdale Senior Living is poised for growth as demand for senior living facilities increases with the aging baby boomer population following a management overhaul that is improving occupancy rates. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1979268852216201323 https://twitter.com/i/web/status/1979268852216201323"
X Link 2025-10-17T19:30Z [----] followers, [----] engagements
"Palm Valley CM on Robert Half $RHI US Thesis: Robert Half is a profitable staffing and consulting firm that despite facing industry challenges remains cash-generative with zero debt and a strong dividend yield driven by its successful Protiviti segment. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1981020398872408192 https://twitter.com/i/web/status/1981020398872408192"
X Link 2025-10-22T15:30Z [----] followers, [----] engagements
"Kathmandu Capital on $KSPI US Thesis: Kaspi is undervalued compared to peers but shows strong growth potential with its expansion in Turkey and upcoming acquisition of Robobank. (Extract from their Q3'25 letter) http://Kaspi.kz http://Kaspi.kz"
X Link 2025-11-01T20:30Z [----] followers, [----] engagements
"Baron India Fund on Astra Microwave Products Limited $AMPL IN Thesis: Astra Microwave Products Limited (AMPL) is a leading Indian manufacturer of microwave components poised for significant growth due to its key role in national security and defense supported by government initiatives and global partnerships. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1988705974169792627 https://twitter.com/i/web/status/1988705974169792627"
X Link 2025-11-12T20:30Z [----] followers, [----] engagements
"Eagle Capital Management on LSEG $LSEG LN Thesis: LSEG is well-positioned for growth and margin expansion with a resilient business model and strong management despite recent market concerns over AI leading to an expected 20% multi-year IRR. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1989460967491604883 https://twitter.com/i/web/status/1989460967491604883"
X Link 2025-11-14T22:30Z [----] followers, [----] engagements
"Baron Health Care Fund on UnitedHealth Group Incorporated $UNH US Thesis: UnitedHealth Group Incorporated is a strong managed health care company with new management and reset earnings guidance facing challenges but possessing competitive advantages and trading at a near 10-year low valuation. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1990548119717544271 https://twitter.com/i/web/status/1990548119717544271"
X Link 2025-11-17T22:30Z [----] followers, [----] engagements
"Fiduciary Management on OneMain $OMF US Thesis: OneMain is a leading player in nonprime personal lending with potential for growth and resilience despite a challenging macro environment. (From their Q325 letter link in bio)"
X Link 2025-11-23T14:30Z [----] followers, [----] engagements
"Fiduciary Management on Greggs $GRG LN Thesis: Greggs is a well-positioned vertically integrated food-on-the-go operator with strong brand loyalty facing short-term challenges but having substantial growth potential through new store openings and a solid financial outlook. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1992662037835444695 https://twitter.com/i/web/status/1992662037835444695"
X Link 2025-11-23T18:30Z [----] followers, [----] engagements
"Pzena Global Best Ideas on Robert Half $RHI US Thesis: Robert Half is an attractive value opportunity due to low job turnover affecting staffing demand while Signify is poised for earnings recovery as demand rebounds following its transformation to LED products and strategic market improvements. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1993054635351814577 https://twitter.com/i/web/status/1993054635351814577"
X Link 2025-11-24T20:30Z [----] followers, [----] engagements
"Baron Emerging Markets Fund on Kuaishou Technology $1024 HK Thesis: Kuaishou Technology is a differentiated short video platform in China with strong user engagement and potential for significant earnings growth driven by AI advancements and e-commerce integration. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1993810140873506924 https://twitter.com/i/web/status/1993810140873506924"
X Link 2025-11-26T22:32Z [----] followers, [----] engagements
"Baron Fifth Avenue Growth Fund on KKR & Co. Inc. $KKR US Thesis: KKR & Co. Inc. is a leading alternative asset manager poised for growth with a diversified business model and strong fundraising capabilities targeting $1 trillion in assets under management. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1995138384038125772 https://twitter.com/i/web/status/1995138384038125772"
X Link 2025-11-30T14:30Z [----] followers, [----] engagements
"Artemis Income Fund on Dr. Martens $DOCS LN Thesis: Dr. Martens is showing promising signs of recovery under new management with a focus on product diversification appropriate distribution strategies and positive cost discipline presenting an attractive investment opportunity. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1995259152717787647 https://twitter.com/i/web/status/1995259152717787647"
X Link 2025-11-30T22:30Z [----] followers, [----] engagements
"Ariel Global Fund on Minth Group Ltd. $425 HK Thesis: Minth Group Ltd. is a compelling investment due to its strong position in the automotive supply chain growth potential in electric vehicles and strategic diversification into robotics and eVTOLs making it an attractive entry point after recent share price dips. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1998097905639383064 https://twitter.com/i/web/status/1998097905639383064"
X Link 2025-12-08T18:30Z [----] followers, [----] engagements
"Voss Capital on Xponential Fitness $XPOF US Thesis: Xponential Fitness is currently undervalued trading at a significant discount compared to peers with strong unit economics and cash flow potential that could lead to a substantial increase in its share price. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1999487104343044175 https://twitter.com/i/web/status/1999487104343044175"
X Link 2025-12-12T14:30Z [----] followers, [----] engagements
"Kerrisdale Capital on Aixtron $AIXA GR Thesis: Aixtron is a leading semiconductor capital equipment company poised for significant growth as a key enabler of advanced technologies for AI and data centers with potential for over 270% upside in its stock value by [----]. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1999879634515628356 https://twitter.com/i/web/status/1999879634515628356"
X Link 2025-12-13T16:30Z [----] followers, [----] engagements
"Brown Advisory Beutel Goodman US Value Fund on Applied Materials Inc. $AMAT US Thesis: Applied Materials Inc. is poised for long-term growth due to its leading position in the semiconductor capital equipment market and expanding Service & Parts business despite facing near-term headwinds. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1999909824339837265 https://twitter.com/i/web/status/1999909824339837265"
X Link 2025-12-13T18:30Z [----] followers, [----] engagements
"Brown Advisory Large Cap Growth on Samsara Inc. $IOT US Thesis: Samsara Inc. is well-positioned for sustained growth in the connected operations market leveraging its innovative platform to modernize industries historically lacking digital infrastructure. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2000272175496859841 https://twitter.com/i/web/status/2000272175496859841"
X Link 2025-12-14T18:30Z [----] followers, [----] engagements
"Gabelli Funds on Polar Capital Holdings plc $POLR LN Thesis: Polar Capital Holdings plc is a London-based active asset manager focused on thematic strategies recently reporting 26.7bn in AUM driven by strong fund performance and a favorable environment for active management. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2000936631637840167 https://twitter.com/i/web/status/2000936631637840167"
X Link 2025-12-16T14:30Z [----] followers, [----] engagements
"Voss Capital on Flywire $FLYW US Thesis: Flywire is a strong investment opportunity due to its impressive growth trajectory improved profitability and favorable valuation compared to peers despite market misconceptions regarding international student enrollment risks. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2000996965157310484 https://twitter.com/i/web/status/2000996965157310484"
X Link 2025-12-16T18:30Z [----] followers, [----] engagements
"Brown Advisory Mid Cap Growth on Cardinal Health $CAH US Thesis: Cardinal Health is benefiting from rising demand for specialty therapies and expanding its services while improving margins in its medical distribution business. (From their Q325 letter link in bio)"
X Link 2025-12-17T14:30Z [----] followers, [---] engagements
"Gabelli Funds on Deutsche Boerse AG $DB1 GY Thesis: Deutsche Boerse AG is a leading financial infrastructure provider in Europe poised to benefit from increased investment flows and long-term trends in market centralization and electronification. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2001420236835127490 https://twitter.com/i/web/status/2001420236835127490"
X Link 2025-12-17T22:32Z [----] followers, [----] engagements
"Southernsun Small Cap Investment on Crane NXT $CXT US Thesis: Crane NXT (CXT) is a niche leader in secure payments and authentication technologies with strong margins recurring revenue and strategic growth drivers offering a compelling long-term opportunity powered by cash flow not just valuation. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2002084181669552216 https://twitter.com/i/web/status/2002084181669552216"
X Link 2025-12-19T18:30Z [----] followers, [----] engagements
"TCW Concentrated Large Cap Growth Fund on Spotify Technology S.A. $SPOT US Thesis: Spotify Technology S.A. is the leading audio streaming service with significant market share and growth potential driven by user acquisition premium conversions and pricing power. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2002144523040805011 https://twitter.com/i/web/status/2002144523040805011"
X Link 2025-12-19T22:30Z [----] followers, [----] engagements
"Sands Capital International Growth on Argenx $ARGX BB Thesis: Argenx is advancing targeted antibody therapies for autoimmune diseases with its first product Vyvgart showing significant growth potential and a strong market position. (From their Q325 letter link in bio)"
X Link 2025-12-20T14:30Z [----] followers, [----] engagements
"TCW Relative Value Mid Cap Fund on Electronic Arts Inc. $EA US Thesis: Electronic Arts Inc. is a leading global digital interactive entertainment company focused on game development and distribution with strategic expansions in AI and new market opportunities particularly in preparation for the [----] World Cup. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2002416309733048681 https://twitter.com/i/web/status/2002416309733048681"
X Link 2025-12-20T16:30Z [----] followers, [----] engagements
"Gabelli Funds on Evergy Inc. $EVRG US Thesis: Evergy Inc. is an electric and gas utility in Kansas and Missouri with a strong growth pipeline expected to achieve 5%-7% EPS growth driven by increased demand and strategic partnerships. (From their Q325 letter link in bio)"
X Link 2025-12-20T18:30Z [----] followers, [----] engagements
"TAMIM Global Equities High Conviction on Ibiden $4062 JT Thesis: Ibiden is a vital supplier in the semiconductor value chain known for its high-performance printed circuit boards and integrated circuit substrates driving innovation in computing and diversified industrial applications. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2002476687141843272 https://twitter.com/i/web/status/2002476687141843272"
X Link 2025-12-20T20:30Z [----] followers, [----] engagements
"TCW Relative Value Large Cap on Entergy Corporation $ETR US Thesis: Entergy Corporation is a vertically integrated electric utility with significant growth potential due to new management initiatives and increasing demand from hyperscale customers. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2002839118267425171 https://twitter.com/i/web/status/2002839118267425171"
X Link 2025-12-21T20:30Z [----] followers, [----] engagements
"TAMIM Global Equities High Conviction on Kurita Water Industries $6370 JP Thesis: Kurita Water Industries is a leading specialist in industrial water treatment essential for the semiconductor pharmaceutical and data centre industries leveraging decades of expertise and advanced technologies to address water scarcity and environmental regulations while ensuring sustainable manufacturing processes. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2003110898311791036 https://twitter.com/i/web/status/2003110898311791036"
X Link 2025-12-22T14:30Z [----] followers, [----] engagements
"Sands Capital Select Growth on Intercontinental Exchange $ICE US Thesis: Intercontinental Exchange (ICE) is poised for long-term growth with strong underlying results and accelerating profitability in its Mortgage Technology division despite short-term volatility in the broader market. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2003171309316927882 https://twitter.com/i/web/status/2003171309316927882"
X Link 2025-12-22T18:30Z [----] followers, [----] engagements
"TCW Relative Value Large Cap on Equinix Inc. $EQIX US Thesis: Equinix Inc. is a leading colocation data center provider with a global footprint strong growth prospects and a high valuation premium due to its attractive business model and market position. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2003201494590370300 https://twitter.com/i/web/status/2003201494590370300"
X Link 2025-12-22T20:30Z [----] followers, [----] engagements
"Sands Capital Emerging Markets Growth on SK hynix $000660 KS Thesis: SK hynix is the world's largest dedicated producer of memory chips poised to benefit from the growing demand for high-bandwidth memory driven by advancements in AI and high-performance computing. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2003533693244080588 https://twitter.com/i/web/status/2003533693244080588"
X Link 2025-12-23T18:30Z [----] followers, 24.6K engagements
"Sands Capital Technology Innovators on Duolingo Inc. $DUOL US Thesis: Duolingo is the leading global language-learning app with potential for increased monetization by targeting a larger audience with AI-powered tools. (From their Q325 letter link in bio)"
X Link 2025-12-23T22:30Z [----] followers, [----] engagements
"TCW Relative Value Large Cap on CSX Corporation $CSX US Thesis: CSX Corporation is a leading railroad company with a strong market position and cost advantages set to benefit from management restructuring operational improvements and solid long-term growth prospects. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2003865864911614445 https://twitter.com/i/web/status/2003865864911614445"
X Link 2025-12-24T16:30Z [----] followers, [----] engagements
"Sands Capital Global Leaders on Intuitive Surgical $ISRG US Thesis: Intuitive Surgical is the leading provider of robotic surgical systems poised for strong growth as it expands its monopoly from niche to broader surgical procedures. (From their Q325 letter link in bio)"
X Link 2025-12-28T20:30Z [----] followers, [----] engagements
"Vulcan Value Partners on Fiserv Inc. $FISV US Thesis: Fiserv Inc. is a financially robust global payments solutions provider with high customer retention and substantial free cash flow positioning it as a valuable investment opportunity. (From their Q325 letter link in bio)"
X Link 2025-12-29T14:30Z [----] followers, [----] engagements
"Royce Invest [--------] on TowneBank $TOWN US Thesis: TowneBank is a strong investment opportunity due to its dominant market share diverse earnings from non-interest income sources like its insurance brokerage disciplined acquisition strategy and attractive valuation compared to expected robust earnings growth. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2005708002192420872 https://twitter.com/i/web/status/2005708002192420872"
X Link 2025-12-29T18:30Z [----] followers, [----] engagements
"Third Point on SK Hynix $000660 KS Thesis: SK Hynix is a market leader in high bandwidth memory with a significant growth outlook due to AI driving demand while it trades at a substantial discount compared to competitors. (From their Q325 letter link in bio)"
X Link 2025-12-29T20:30Z [----] followers, [----] engagements
"TCW Global Real Estate Fund on Iron Mountain Inc. $IRM US Thesis: Iron Mountain Inc. is well-positioned to benefit from growth in data centers records management and digital solutions due to its leading market share in the Asset Lifecycle Management industry. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2006040189597020556 https://twitter.com/i/web/status/2006040189597020556"
X Link 2025-12-30T16:30Z [----] followers, [----] engagements
"TAMIM Global Equities High Conviction [----] on Toyoda Gosei $7282 JP Thesis: Toyoda Gosei is a well-positioned Tier [--] automotive supplier benefiting from Japans industrial renewal and the global shift in automotive supply chains with a stable revenue improving profitability and attractive valuation amid growing demand for hybrid and electric vehicles. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2006130799553175714 https://twitter.com/i/web/status/2006130799553175714"
X Link 2025-12-30T22:30Z [----] followers, [----] engagements
"Polen Capital on Sage Group $SGE LN (Extract from their Q1 letter)"
X Link 2024-05-19T10:55Z [----] followers, [----] engagements
"Baron Discovery Fund on ServiceTitan Inc. $TTAN US Thesis: ServiceTitan Inc. is a leading business management software platform for the trades poised for strong organic revenue growth and margin expansion in a large resilient market. (Extract from their Q4 letter)"
X Link 2025-02-27T16:31Z [----] followers, [----] engagements
"Artisan Global Opportunities Strategy on Sage $SGE LN Thesis: Sage is a leading software provider for small and medium-sized businesses poised for accelerated revenue growth and margin expansion through a shift to cloud-based solutions and AI innovations. (Extract from their Q1 letter) https://twitter.com/i/web/status/1918327291475591609 https://twitter.com/i/web/status/1918327291475591609"
X Link 2025-05-02T15:30Z [----] followers, [----] engagements
"The London Company on Corning Inc $GLW US Thesis: Corning Inc (GLW) is a leading manufacturer of specialty glass and optical products that benefits from AI-driven demand and is well-positioned for strong revenue growth through innovation and diversified revenue streams. (Extract from their Q1'25 letter) https://twitter.com/i/web/status/1925635352724705534 https://twitter.com/i/web/status/1925635352724705534"
X Link 2025-05-22T19:30Z [----] followers, [----] engagements
"Third Point on CoStar Group $CSGP US Thesis: CoStar is positioned for significant growth due to its dominant market share and potential for improved capital allocation despite challenges in its residential real estate expansion. (Extract from their Q1'25 letter)"
X Link 2025-05-23T15:30Z [----] followers, [----] 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) https://twitter.com/i/web/status/1927719107895468462 https://twitter.com/i/web/status/1927719107895468462"
X Link 2025-05-28T13:30Z [----] followers, 10.2K 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) https://twitter.com/i/web/status/1929651846324359435 https://twitter.com/i/web/status/1929651846324359435"
X Link 2025-06-02T21:30Z [----] followers, 14K engagements
"Macquarie Value Fund on CDW Corp. $CDW US Thesis: CDW Corp. is a leading IT solutions provider well-positioned to benefit from device spending AI adoption and a strong capital allocation program amid a favorable valuation. (Extract from their Q1'25 letter)"
X Link 2025-06-07T15:30Z [----] followers, [----] engagements
"Polen US Smid Company Growth on Manhattan Associates $MANH US Thesis: Manhattan Associates is the leading provider of warehouse and distribution center software successfully transitioning to a cloud-based SaaS model that has enhanced its growth potential and created attractive investment opportunities. (Extract from their Q1'25 letter) https://twitter.com/i/web/status/1939073907870331146 https://twitter.com/i/web/status/1939073907870331146"
X Link 2025-06-28T21:30Z [----] followers, [----] engagements
"Artisan US Mid Cap Value Strategy on CDW $CDW US Thesis: CDW is a resilient value-added reseller of IT solutions poised for steady growth by consolidating its share in the fragmented VAR market particularly by serving small and medium businesses. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1948858394200166833 https://twitter.com/i/web/status/1948858394200166833"
X Link 2025-07-25T21:30Z [----] followers, [----] engagements
"Aristotle Capital Large Cap Growth on Antero Resources $AR US Thesis: Antero Resources is a leading U.S. natural gas and NGL producer in the Appalachian Basin poised for strong free cash flow growth driven by increasing global demand and a robust financial position. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1951757471451644347 https://twitter.com/i/web/status/1951757471451644347"
X Link 2025-08-02T21:30Z [----] followers, [----] engagements
"Baron Small Cap Fund on Hinge Health Inc. $HING US Thesis: Hinge Health is a leading digital health care provider specializing in AI-powered virtual physical therapy for musculoskeletal care offering a cost-effective solution to a largely underserved market. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1961149553815519539 https://twitter.com/i/web/status/1961149553815519539"
X Link 2025-08-28T19:31Z [----] followers, [----] engagements
"Artisan Value Income Strategy on Amrize $AMRZ US Thesis: Amrize is the largest cement producer in the US and the fifth-largest aggregates producer in North America benefiting from a low-cost inland distribution network and strong market positioning in local aggregates markets. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1962870922659930195 https://twitter.com/i/web/status/1962870922659930195"
X Link 2025-09-02T13:31Z [----] followers, [----] engagements
"Horizon Kinetics on Japan Elevator Service Holdings Co Ltd $6544 JP Thesis: Japan Elevator Service Holdings Co Ltd is a rapidly growing independent service company in the elevator industry with a significant opportunity to capture market share and increase profitability currently holding a 10% market share but aiming for 30% through strategic investments and operational efficiency. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1965105485893255299 https://twitter.com/i/web/status/1965105485893255299"
X Link 2025-09-08T17:30Z [----] followers, [----] 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) https://twitter.com/i/web/status/1967944643179373043 https://twitter.com/i/web/status/1967944643179373043"
X Link 2025-09-16T13:32Z [----] followers, [----] 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 $210. (Extract from their Q2'25 letter)"
X Link 2025-09-20T13:30Z [----] followers, [----] 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 2025-09-23T15:31Z [----] followers, [----] engagements
"RGA Investment Advisors on Peloton Interactive Inc. $PTON US Thesis: Peloton Interactive Inc is transforming into a profitable cash-generating business with significant growth potential by leveraging its strong brand expanding into strength and nutrition and effectively managing costs positioning itself well for future valuation increases. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1970541466393989517 https://twitter.com/i/web/status/1970541466393989517"
X Link 2025-09-23T17:31Z [----] followers, [----] engagements
"Heartland Value Fund on Dentsply Sirona Inc. $XRAY US Thesis: Dentsply Sirona Inc. is a leading dental equipment supplier undergoing a management-led turnaround despite challenges in the global market with recent Q1 results indicating early signs of improved performance. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1974225583946035533 https://twitter.com/i/web/status/1974225583946035533"
X Link 2025-10-03T21:30Z [----] followers, [----] 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) https://twitter.com/i/web/status/1976732145948250207 https://twitter.com/i/web/status/1976732145948250207"
X Link 2025-10-10T19:30Z [----] followers, [----] engagements
"Bell Global Emerging Companies Fund on Fortune Brands International $FBIN US Thesis: Fortune Brands is a manufacturer of home and security products with a strong presence in North America poised for recovery in its key market due to potential Fed rate cuts and lower mortgage rates. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1980688184515166618 https://twitter.com/i/web/status/1980688184515166618"
X Link 2025-10-21T17:30Z [----] followers, [----] engagements
"Oakmark Global Fund on Targa Resources $TRGP US Thesis: Targa Resources is a leading midstream natural gas and NGL company with significant competitive advantages and stable earnings from long-term contracts well-positioned for growth despite recent market uncertainties. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1981382844371894317 https://twitter.com/i/web/status/1981382844371894317"
X Link 2025-10-23T15:30Z [----] followers, [----] engagements
"Ennismore European Smaller Companies Fund on Andritz AG $ANDR AV Thesis: Andritz AG is an undervalued Austrian machinery manufacturer with a strong focus on recurring service earnings from its Pulp & Paper and Energy segments presenting a compelling investment opportunity with over 50% upside potential. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1982545433122456007 https://twitter.com/i/web/status/1982545433122456007"
X Link 2025-10-26T20:30Z [----] followers, [----] engagements
"LRT on The Travelers Companies Inc. $TRV US Thesis: The Travelers Companies Inc. is a leading provider of property and casualty insurance in the U.S. leveraging its extensive data disciplined underwriting and a strong distribution network to maintain a competitive edge across its Business Bond & Specialty and Personal Insurance segments. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1982847538978836485 https://twitter.com/i/web/status/1982847538978836485"
X Link 2025-10-27T16:31Z [----] followers, [----] engagements
"Upslope Capital on STERIS $STE US Thesis: STERIS is a leading player in infection prevention and sterilization with strong organic growth a reasonable valuation and favorable long-term industry trends. (Extract from their Q3'25 letter)"
X Link 2025-10-31T20:30Z [----] followers, [----] engagements
"Brasada Capital on Ferguson $FERG US Thesis: Ferguson is the largest specialty distributor in North America for plumbing HVAC and waterworks demonstrating resilience in revenue despite housing market weaknesses and showing potential for growth through strategic acquisitions and strong demand in non-residential sectors. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1985384219317502320 https://twitter.com/i/web/status/1985384219317502320"
X Link 2025-11-03T16:30Z [----] followers, [----] engagements
"Artisan Global Discovery Strategy on Teledyne Technologies $TDY US Thesis: Teledyne Technologies is well-positioned for mid-teens EPS growth driven by rising military spending recovering industrial markets and strong cash flow generation. (Extract from their Q3'25 letter)"
X Link 2025-11-09T22:30Z [----] followers, [----] engagements
"Baron Real Estate Income Fund on Welltower $WELL US Thesis: Welltower is well-positioned for substantial organic growth in senior housing demand due to robust management favorable demographics and limited supply as evidenced by recent strong financial performance. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1987951493165519048 https://twitter.com/i/web/status/1987951493165519048"
X Link 2025-11-10T18:32Z [----] followers, [----] engagements
"Ariel International Fund on Syensqo SA $SYENS BB Thesis: Syensqo SA is considered a compelling investment due to its currently depressed valuation and potential for recovery as inventory issues resolve and market conditions improve. (Extract from their Q3'25 letter)"
X Link 2025-11-11T22:30Z [----] followers, [----] engagements
"Hedge funds' best ideas #70 is in your inbox (link in bio) Baron Health Care Fund AbbVie Inc. ($ABBV US) Antipodes Global Value Fund Alibaba ($9988 HK) Orbis Global Equity Alnylam Pharmaceuticals ($ALNY US) Orbis Alsok ($2331 JP) Aristotle Value Equity Ameriprise Financial ($AMP US) Turtle Creek Ashtead Group ($AHT LN) Alger Mid Cap Growth Fund Axon Enterprise ($AXON US) Overstone Emerging Markets Equity Fund Ayala Corporation ($AC PM) Antipodes Global Fund Barrick Gold Corporation ($GOLD US) Clearbridge Mid Cap Strategy Bio-Techne ($TECH US) Tactile Fund BVZ ($BVZN SW) Antipodes Global Fund"
X Link 2025-11-12T16:15Z [----] followers, [----] engagements
"Baron Real Estate Income Fund on The Macerich Company $MAC US Thesis: The Macerich Company is an exceptionally high-quality mall REIT with strong prospects due to robust tenant demand a shortage of desirable retail space and an analytical leadership approach aimed at unlocking hidden value currently undervalued compared to peers. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1988675807485595942 https://twitter.com/i/web/status/1988675807485595942"
X Link 2025-11-12T18:30Z [----] followers, [----] engagements
"Orbis Global Equity on Genmab $GMAB DC Thesis: Genmab is undervalued due to market overreaction to impending patent expirations offering a unique opportunity to invest in a company with a strong drug discovery platform and late-stage assets while trading below the value of its approved medicines. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1989370379995898268 https://twitter.com/i/web/status/1989370379995898268"
X Link 2025-11-14T16:30Z [----] followers, [----] engagements
"Aristotle Value Equity on Ameriprise Financial $AMP US Thesis: Ameriprise Financial is currently facing short-term challenges due to equity volatility and institutional outflows but strong client engagement and a strategic shift towards fee-based services position it well for future growth and shareholder returns. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1989762953701204364 https://twitter.com/i/web/status/1989762953701204364"
X Link 2025-11-15T18:30Z [----] followers, [----] engagements
"Orbis Global Equity on Alnylam Pharmaceuticals $ALNY US Thesis: Alnylam Pharmaceuticals is a leading innovator in RNA-interference therapeutics recently achieving regulatory approval for its best-in-class ATTR-CM treatment Amvuttra which is exceeding market expectations and positioning the company for profitability. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1990517917872423398 https://twitter.com/i/web/status/1990517917872423398"
X Link 2025-11-17T20:30Z [----] followers, [----] engagements
"Fiduciary Management on Becton Dickinson $BDX US Thesis: Becton Dickinson is a leading medical supply company poised for growth and value unlocking through strategic simplification and a strong focus on recurring revenue. (From their Q325 letter link in bio)"
X Link 2025-11-22T16:30Z [----] followers, [----] engagements
"Turtle Creek on Kinsale Capital Group $KNSL US Thesis: Kinsale Capital Group is a rapidly growing specialty insurance company in the U.S. excess and surplus market known for its disciplined underwriting approach and technology-driven cost advantages. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1993024457678397899 https://twitter.com/i/web/status/1993024457678397899"
X Link 2025-11-24T18:30Z [----] followers, [----] engagements
"Baron Discovery Fund on Birkenstock Holding plc. $BIRK US Thesis: Birkenstock is a globally recognized footwear brand with a rich history experiencing significant growth and profitability under new management since [----] and poised for continued expansion in revenue and geographic reach. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1993734999250735117 https://twitter.com/i/web/status/1993734999250735117"
X Link 2025-11-26T17:34Z [----] followers, [----] engagements
"Polen International Growth on Tencent Holdings $0700 HK Thesis: Tencent Holdings is a leading Chinese technology company with strong growth potential driven by its diversified offerings and the popularity of its WeChat app despite ongoing economic challenges. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1995198768099078491 https://twitter.com/i/web/status/1995198768099078491"
X Link 2025-11-30T18:30Z [----] followers, [----] engagements
"Heartland Mid Cap Value Plus Fund on Brady Corp. $BRC US Thesis: Brady Corp. is a well-managed company wisely allocating capital through stock buybacks increasing dividends and strategic acquisitions with strong growth potential in Aerospace and Data Centers and a reasonable stock valuation. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1995561628977205757 https://twitter.com/i/web/status/1995561628977205757"
X Link 2025-12-01T18:32Z [----] followers, [----] engagements
"Artemis Income Fund on Sage $SGE LN Thesis: Sage is a trusted cloud-native accounting provider that has strong market incumbency and pricing power positioning it well for growth despite potential AI disruptions. (From their Q325 letter link in bio)"
X Link 2025-12-02T20:30Z [----] followers, [----] engagements
"Hedge funds' best ideas #73 is in your inbox (link in bio) Alphabet ($GOOGL US) by Artisan Global Value Strategy Amphenol ($APH US) by Bristolgate US Equity Strategy Arthur J. Gallagher ($AJG US) by Ariel Focus Fund Becton Dickinson and Company ($BDX US) by Hinde Group BTS Group (BTSB SS) by Kavaljer Quality Focus Contemporary Amperex Technology CATL (300750 CH) by Artisan Sustainable Emerging Markets Strategy Cooper Companies ($COO US) by Diamond Hill Mid Cap Fund FedEx ($FDX US) by Diamond Hill Large Cap Fund FedEx Corporation ($FDX US) by Ariel Global Fund First Financial Bancorp ($FFBC"
X Link 2025-12-03T16:15Z [----] followers, [----] engagements
"Baron Global Opportunity Fund on Figma Inc. $FIG US Thesis: Figma Inc. is a leading subscription-based software platform that enhances collaborative design for both designers and non-designers driving significant market share and revenue growth while emphasizing the importance of design in software development. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1996255844686496185 https://twitter.com/i/web/status/1996255844686496185"
X Link 2025-12-03T16:30Z [----] followers, [----] engagements
"Baron Global Opportunity Fund on Heartflow Inc. $HTFL US Thesis: Heartflow Inc. is a promising medical device company leveraging AI to accurately diagnose heart disease addressing a critical need in healthcare with significant growth potential and a strong competitive advantage. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1996587999321051232 https://twitter.com/i/web/status/1996587999321051232"
X Link 2025-12-04T14:30Z [----] followers, [----] engagements
"Clearbridge International Growth EAFE Strategy on KBC Group $KBC BB Thesis: KBC is a growing diversified banking and financial services provider with a successful cross-selling model and a strong capital position for potential distributions and acquisitions. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1996678519380693420 https://twitter.com/i/web/status/1996678519380693420"
X Link 2025-12-04T20:30Z [----] followers, [----] engagements
"Ariel Focus Fund on Fiserv Inc. $FI US Thesis: Fiserv Inc. is a leading global provider of payment processing and financial services technology solutions offering a rare opportunity to invest in a best-in-class business poised for growth amid strong demand for innovative financial technology. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1998128063758942467 https://twitter.com/i/web/status/1998128063758942467"
X Link 2025-12-08T20:30Z [----] followers, [----] engagements
"Hinde Group on Becton Dickinson and Company $BDX US Thesis: Becton Dickinson and Company is an attractive special situation investment poised for value unlocking through a spin-off and merger with Waters Corporation anticipated to enhance its stock valuation significantly. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1999215258251002269 https://twitter.com/i/web/status/1999215258251002269"
X Link 2025-12-11T20:30Z [----] followers, [----] engagements
"Jacob Funds on Circle Internet Group $CRCL US Thesis: Circle Internet Group is a growing digital financial infrastructure provider and the issuer of USDC the second-largest stablecoin which benefits from regulatory support and partnerships that enhance its market position. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2000332579233231164 https://twitter.com/i/web/status/2000332579233231164"
X Link 2025-12-14T22:30Z [----] followers, [----] engagements
"Brown Advisory Small Cap Fundamental Value on Cadre $CDRE US Thesis: Cadre is a high-quality manufacturer in niche markets with low cyclicality and an attractive valuation poised for margin improvements after recent acquisitions. (From their Q325 letter link in bio)"
X Link 2025-12-15T22:30Z [----] followers, [----] engagements
"Gabelli Funds on Textron Inc. $TXT US Thesis: Textron Inc. is a leading manufacturer of aircraft and military equipment with a strong market position in business jets and helicopters poised for growth post-COVID-19 and potential future mergers in the aerospace and defense sector. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2001027168520860019 https://twitter.com/i/web/status/2001027168520860019"
X Link 2025-12-16T20:30Z [----] followers, [----] engagements
"Hedge funds' best ideas #75 is in your inbox (link in bio) 3i Group (III LN) by Sands Capital Global Growth AECOM (ACM US) by TAMIM Global Equities High Conviction Alphabet Inc. (GOOGL US) by Sands Capital Select Growth Argenx (ARGX BB) by Sands Capital International Growth Arista Networks Inc. (ANET US) by TCW Concentrated Large Cap Growth Fund Bharti Airtel (BHARTI IN) by Sands Capital Emerging Markets Growth Carvana (CVNA US) by Sands Capital Global Growth ClearView Wealth (CVW AU) by TAMIM Australia All Cap [----] Crane NXT (CXT US) by Southernsun Small Cap Investment CSX Corporation (CSX"
X Link 2025-12-17T19:17Z [----] followers, [----] engagements
"Brown Advisory Small Cap Fundamental Value on Cushman & Wakefield $CWK US Thesis: Cushman & Wakefield is a global commercial real estate broker poised for growth and reduced debt potentially narrowing its valuation gap with peers. (From their Q325 letter link in bio)"
X Link 2025-12-18T18:30Z [----] followers, [----] engagements
"Sands Capital Emerging Markets Growth on Samsung Electronics $005930 KS Thesis: Samsung Electronics is poised for significant growth as a key supplier of high-bandwidth memory for AI applications and aims to improve its market position in both premium and mass segments amid favorable geopolitical dynamics. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2002023798430646736 https://twitter.com/i/web/status/2002023798430646736"
X Link 2025-12-19T14:30Z [----] followers, [---] engagements
"Sands Capital International Growth on Nu Holdings $NU US Thesis: Nu Holdings is a digital financial services platform Nubank that leverages its competitive advantages to disrupt the underbanked Latin American market targeting customer acquisition and monetization for growth. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2002060101335818463 https://twitter.com/i/web/status/2002060101335818463"
X Link 2025-12-19T16:54Z [----] followers, [----] engagements
"TCW Concentrated Large Cap Growth Fund on Arista Networks Inc. $ANET US Thesis: Arista Networks Inc. is a leading cloud networking provider well-positioned to capture market share due to its high-performance products and growing AI-related demand. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2003473323120812399 https://twitter.com/i/web/status/2003473323120812399"
X Link 2025-12-23T14:30Z [----] followers, [----] 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 2024-12-12T18:29Z [----] followers, [----] 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) https://twitter.com/i/web/status/1891858963664154907 https://twitter.com/i/web/status/1891858963664154907"
X Link 2025-02-18T14:35Z [----] followers, [----] 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) https://twitter.com/i/web/status/1943362194319511831 https://twitter.com/i/web/status/1943362194319511831"
X Link 2025-07-10T17:30Z [----] followers, [----] engagements
"Baron Discovery Fund on Ategrity $ASIC US Thesis: Ategrity offers a compelling investment opportunity through its data-driven high-growth approach to underserved small business insurance in the E&S market with strong earnings leverage and projected mid-teens returns on equity. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1954233839842161150 https://twitter.com/i/web/status/1954233839842161150"
X Link 2025-08-09T17:30Z [----] followers, [----] engagements
"Ennismore Global Equity Fund on Cellnex Telecom $CLNX IM Thesis: Cellnex Telecom is transitioning from aggressive expansion to a focus on efficiency and shareholder value under new management. (Extract from their Q2'25 letter)"
X Link 2025-08-23T19:30Z [----] followers, [----] engagements
"Baron Global Advantage Fund on Loar Holdings Inc. $LOAR US Thesis: Loar Holdings Inc. is a niche aerospace parts manufacturer with a strong proprietary product portfolio significant aftermarket exposure and a disciplined M&A strategy positioning it for robust organic revenue and EBITDA growth. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1962508575705624696 https://twitter.com/i/web/status/1962508575705624696"
X Link 2025-09-01T13:31Z [----] followers, [----] engagements
"Harris Oakmark Global Concentrated Strategy on Becton Dickinson and Company $BDX US Thesis: Becton Dickinson and Company is a high-quality medical technology firm offering essential products currently undervalued due to short-term market pressures presenting a buying opportunity for long-term growth. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1966162557795766302 https://twitter.com/i/web/status/1966162557795766302"
X Link 2025-09-11T15:30Z [----] followers, [----] 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) https://twitter.com/i/web/status/1970209142347358674 https://twitter.com/i/web/status/1970209142347358674"
X Link 2025-09-22T19:30Z [----] followers, [----] engagements
"Sands Capital Select Growth on Arthur J. Gallagher & Co. $AJG US Thesis: Arthur J. Gallagher (AJG) is the largest middle-market commercial insurance broker in the U.S. and third-largest globally leveraging acquisitions and technology for sustainable growth in a resilient market. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1977094487328387454 https://twitter.com/i/web/status/1977094487328387454"
X Link 2025-10-11T19:30Z [----] followers, [----] engagements
"Montaka on Tencent $0700 HK Thesis: Tencent is a powerful blend of Meta and Microsoft leveraging its WeChat ecosystem and AI capabilities to drive sustainable revenue and earnings growth in various markets. (Extract from their Q3'25 letter)"
X Link 2025-10-26T14:30Z [----] followers, [----] engagements
"Alphyn Capital Management on Prosus NV $PRX NA Thesis: Prosus NV is transitioning into a global technology operator with a focus on building a leading lifestyle eCommerce company achieving positive free cash flow and outlining a clear path for substantial earnings growth independent of its major holding Tencent. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1987226260796252183 https://twitter.com/i/web/status/1987226260796252183"
X Link 2025-11-08T18:30Z [----] followers, [----] engagements
"Artisan Global Discovery Strategy on Waystar $WAY US Thesis: Waystar is a leading cloud-based revenue cycle management platform poised to gain from the fallout of its competitor's cyberattack and the integration of AI capabilities to enhance claims performance. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1987558437945741321 https://twitter.com/i/web/status/1987558437945741321"
X Link 2025-11-09T16:30Z [----] followers, [----] engagements
"Mairs and Power Growth Fund on Cognex Corporation $CGNX US Thesis: Cognex Corporation is well-positioned to lead the rapid advancement of machine vision technology driven by AI benefiting from increased manufacturing onshoring and demand for factory automation. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1987920974834962628 https://twitter.com/i/web/status/1987920974834962628"
X Link 2025-11-10T16:31Z [----] followers, [----] engagements
"Turtle Creek on Ashtead Group $AHT LN Thesis: Ashtead Group is the second largest equipment rental company in North America preferred for its strategic growth through a mix of expansion and small acquisitions making it a strong investment in a consolidating industry. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1988977810090684803 https://twitter.com/i/web/status/1988977810090684803"
X Link 2025-11-13T14:30Z [----] followers, [----] engagements
"Baron Asset Fund on Loar Holdings Inc. $LOAR US Thesis: Loar Holdings Inc. is a niche aerospace parts manufacturer with strong pricing power and a focus on growth through acquisitions benefiting from a robust aftermarket sales model and a fragmented supply chain. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1994141791864426632 https://twitter.com/i/web/status/1994141791864426632"
X Link 2025-11-27T20:30Z [----] followers, [----] engagements
"Polen International Growth on ASM International $ASMI NA Thesis: ASM International is a leading provider of essential semi-cap equipment for chip manufacturing poised to grow earnings at a high-teens rate over the next five years due to the increasing demand for advanced semiconductor technologies. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1995923556807356437 https://twitter.com/i/web/status/1995923556807356437"
X Link 2025-12-02T18:30Z [----] followers, [----] engagements
"Ariel Focus Fund on Arthur J. Gallagher $AJG US Thesis: Arthur J. Gallagher & Co. is well-positioned for continued growth and margin expansion following the successful acquisition of AssuredPartners and favorable conditions in the global insurance market. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1997011210475106736 https://twitter.com/i/web/status/1997011210475106736"
X Link 2025-12-05T18:32Z [----] followers, [----] engagements
"Artisan US Mid Cap Growth Strategy on ServiceTitan $TTAN US Thesis: ServiceTitan is a leading vertical software provider for underserved trade sectors focusing on full workflow management and offering growth opportunities through customer acquisition and upselling. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1998490474575782093 https://twitter.com/i/web/status/1998490474575782093"
X Link 2025-12-09T20:30Z [----] followers, [----] engagements
"Clearbridge International Growth EAFE Strategy on HSBC Holdings plc $HSBA LN Thesis: HSBC is well-positioned to capitalize on growth in Asian wealth management benefiting from strong mainland Chinese investment and offering attractive returns through high dividends and share buybacks. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1998852833517482017 https://twitter.com/i/web/status/1998852833517482017"
X Link 2025-12-10T20:30Z [----] followers, [----] engagements
"Diamond Hill Mid Cap Fund on Cooper Companies $COO US Thesis: Cooper Companies is a medical devices firm poised for growth in the contact lens market and positioned to benefit from favorable trends in women's health despite current challenges in CooperSurgical. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1999154854166491273 https://twitter.com/i/web/status/1999154854166491273"
X Link 2025-12-11T16:30Z [----] followers, [----] engagements
"Voss Capital on Five9 $FIVN US Thesis: Five9 (FIVN) is undervalued despite its strong growth potential in AI-enabled contact centers trading at a significant discount compared to peers with underlying demand remaining robust. (From their Q325 letter link in bio)"
X Link 2025-12-13T22:30Z [----] followers, 17.4K engagements
"Brown Advisory Large Cap Sustainable Value on Hologic $HOLX US Thesis: Hologic (HOLX) is a leading global diagnostics company specializing in women's health particularly in breast imaging and molecular diagnostics with a strong focus on consumables and service contracts that drive robust margins and free cash flow. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2000966816466690067 https://twitter.com/i/web/status/2000966816466690067"
X Link 2025-12-16T16:30Z [----] followers, [----] engagements
"TAMIM Global Equities High Conviction on AECOM $ACM US Thesis: AECOM is a leading infrastructure consulting firm poised for growth with strong revenue expanding margins and a robust balance sheet benefiting from increased global infrastructure spending. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2004288650847109483 https://twitter.com/i/web/status/2004288650847109483"
X Link 2025-12-25T20:30Z [----] followers, [----] engagements
"Third Point on Ebara Corporation $6361 JP Thesis: Ebara is a leading supplier of semiconductor production equipment particularly in chemical mechanical planarization with significant growth potential in AI applications and a strategy to improve margins and shareholder value amidst undervaluation. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2005315423508586712 https://twitter.com/i/web/status/2005315423508586712"
X Link 2025-12-28T16:30Z [----] followers, [----] engagements
"Vela International Fund on Allfunds Group $AFG SM Thesis: Allfunds Group is the largest European B2B funds distribution platform poised for growth due to the shift towards open architecture models in the financial sector. (From their Q325 letter link in bio)"
X Link 2025-12-28T22:30Z [----] followers, [----] engagements
"The London Company on Cummins Inc. $CMI US Thesis: Cummins Inc. is a market leader in heavy-duty truck engines with strong customer relationships a diverse revenue stream and a solid position for future growth making it an attractive investment opportunity. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2006010022900158501 https://twitter.com/i/web/status/2006010022900158501"
X Link 2025-12-30T14:30Z [----] followers, [----] engagements
"Royce Invest [--------] on Arcosa $ACGL US Thesis: Arcosa is strategically focusing on higher return growth businesses in U.S. infrastructure particularly in aggregates and engineered structures positioning itself for long-term earnings and cash flow growth through organic expansion and strategic acquisitions. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2006070386002169985 https://twitter.com/i/web/status/2006070386002169985"
X Link 2025-12-30T18:30Z [----] followers, [----] engagements
"Artisan US Small Cap Growth Strategy on Stevanato Group $STVN US Thesis: Stevanato is a leading provider of specialty glass and plastic packaging for the health care industry poised for attractive earnings growth driven by a shift to higher margin products and the expansion of biologic drugs. (Extract from their Q2'25 letter) https://twitter.com/i/web/status/1958250379830837264 https://twitter.com/i/web/status/1958250379830837264"
X Link 2025-08-20T19:30Z [----] followers, [----] 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) https://twitter.com/i/web/status/1964743124892221657 https://twitter.com/i/web/status/1964743124892221657"
X Link 2025-09-07T17:30Z [----] followers, [----] engagements
"Sands Capital Global Growth on Pro Medicus $PME AU Thesis: Pro Medicus is a leading healthcare IT provider that specializes in cloud-native imaging software demonstrating strong growth potential and high customer loyalty. (Extract from their Q2'25 letter)"
X Link 2025-10-13T09:30Z [----] followers, [----] engagements
"Alphyn Capital Management on Roko AB $ROKO SS Thesis: Roko AB is a Scandinavian decentralized serial acquirer led by Fredrik Karlsson designed to leverage a disciplined capital deployment strategy while empowering acquired companies' management teams for sustained profit growth. (Extract from their Q3'25 letter) https://twitter.com/i/web/status/1987196059559313581 https://twitter.com/i/web/status/1987196059559313581"
X Link 2025-11-08T16:30Z [----] followers, [----] engagements
"Baron Discovery Fund on Netskope Inc. $NTSK US Thesis: Netskope Inc. is a leading cybersecurity company specializing in Secure Access Service Edge (SASE) well-positioned for durable growth and significant margin expansion due to its unique architecture and strong customer retention. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1994474034486997073 https://twitter.com/i/web/status/1994474034486997073"
X Link 2025-11-28T18:30Z [----] followers, [----] engagements
"Baron Small Cap Fund on Legence Corp. $LEG US Thesis: Legence Corp. is well-positioned for rapid growth in the engineering and maintenance services sector primarily serving high-growth industries like data centers and healthcare with a strong focus on energy efficiency and sustainability. (From their Q325 letter link in bio) https://twitter.com/i/web/status/1995863198667280663 https://twitter.com/i/web/status/1995863198667280663"
X Link 2025-12-02T14:30Z [----] followers, [----] engagements
"Brown Advisory Global Leaders on PT Bank Central Asia $BBCA IJ Thesis: PT Bank Central Asia (BCA) is a leading private bank in Indonesia with exceptional financial metrics superior customer outcomes and a strong investment appeal. (From their Q325 letter link in bio)"
X Link 2025-12-17T16:31Z [----] followers, [----] engagements
"Vela International Fund on Fever-Tree Drinks $FEVR LN Thesis: Fever-Tree Drinks is poised for a return to healthier margins closer to 20% following its transition to Molson Coors for US production after facing challenges that reduced margins below 10%. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2005768412719411473 https://twitter.com/i/web/status/2005768412719411473"
X Link 2025-12-29T22:30Z [----] followers, [----] engagements
"Royce Invest [--------] on Exponent $EXPO US Thesis: Exponent is a leading multidisciplinary consulting firm specializing in complex problem analysis well-positioned for growth as technological innovation and safety concerns evolve. (From their Q325 letter link in bio)"
X Link 2026-01-01T14:30Z [----] followers, [----] engagements
"The London Company on ACI Worldwide Inc. $ACIW US Thesis: ACI Worldwide Inc. is an attractive investment due to its critical payment software for financial institutions limited competition and strong fundamentals trading at a discount with a market cap of approximately $5B. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2006855550210871418 https://twitter.com/i/web/status/2006855550210871418"
X Link 2026-01-01T22:30Z [----] followers, [----] engagements
"Royce Invest [--------] on Onto Innovation $ONTO US Thesis: Onto Innovation is a leader in providing essential inspection metrology and lithography equipment for semiconductor manufacturing with strong growth prospects driven by technological advancements and a robust product pipeline. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2007097192918434090 https://twitter.com/i/web/status/2007097192918434090"
X Link 2026-01-02T14:30Z [----] followers, [----] engagements
"TAMIM Global Equities High Conviction [----] on Magna International Inc. $MG NA Thesis: Magna is the largest auto parts supplier in North America offering value exposure to global auto demand and hybrid adoption with strong earnings and a robust dividend yield. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2007127364778504675 https://twitter.com/i/web/status/2007127364778504675"
X Link 2026-01-02T16:30Z [----] followers, [----] engagements
"Royce Invest [--------] on SmartCraft ASA $SMART NO Thesis: SmartCraft ASA is a growth-oriented digital toolkit for Nordic and UK SMEs in the construction sector providing essential software solutions for increased profitability and compliance with significant market penetration potential. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2007157560130843003 https://twitter.com/i/web/status/2007157560130843003"
X Link 2026-01-02T18:30Z [----] followers, [----] engagements
"Sands Capital Global Growth on Galderma $GALD SW Thesis: Galderma is well-positioned for long-term growth in the dermatology market leveraging its strong brand innovative products and direct-to-consumer revenue model. (From their Q325 letter link in bio)"
X Link 2026-01-03T14:30Z [----] followers, [----] engagements
"Rothschild & Co LongRun Equity on Cadence Design Systems $CDNS US Thesis: Cadence Design Systems is a market leader in Electronic Design Automation software essential for designing complex semiconductor chips that power modern technology with strong growth prospects driven by AI adoption and increasing chip complexity. (From their Q325 letter link in bio) https://twitter.com/i/web/status/2007520001171812471 https://twitter.com/i/web/status/2007520001171812471"
X Link 2026-01-03T18:30Z [----] followers, [----] engagements
"35 pitches found in hedge fund Q4 reports this week : Adobe Systems Inc. (ADBE US) by Guinness Global Innovators Alphabet Inc. (GOOG US) by Mar Vista US Quality Premier ANTA Sports Products Limited (2020 HK) by Guinness Global Equity Income Broadcom Inc. (AVGO US) by Clearbridge Dividend Strategy CDW (CDW US) by Oakmark Fund Chubb Limited (CB US) by Wedgewood Partners Ciena Corporation (CIEN US) by Munro Global Growth Small & Mid Cap Fund CNX Resources Corporation (CNX US) by Riverwater Small Cap Strategy Douglas Dynamics (PLOW US) by Riverwater Micro Opportunities Strategy Duolingo (DUOL US)"
X Link 2026-01-29T16:00Z [----] followers, [----] engagements
"35 pitches found in hedge fund Q4 reports this week : Adeia Inc. (ADEA US) by Riverwater Sustainable Value Strategy Aditya Vision (AVL IN) by Wasatch Emerging India Fund Advanced Micro Devices Inc. (AMD US) by White Falcon Capital Management Alphabet Inc. (GOOGL US) by Munro Global Growth Fund Amazon Inc. (AMZN US) by Jensen Quality Growth Equity Composite ANTA Sports Products Limited (2020 HK) by Guinness Emerging Markets Equity Income AstraZeneca PLC (AZN US) by Oakmark International Fund Becle (CUERVO MM) by Longleaf Partners Small-Cap Fund Borr Drilling (BORR NO) by Highwood Value"
X Link 2026-02-04T16:30Z [----] followers, [----] engagements
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