# ![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1105091678648651777.png) @TLM_Capital Momentum Investor

Momentum Investor posts on X about $csu, $csuto, lo, hace the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1105091678648651777/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1105091678648651777/c:line/m:interactions.svg)

- [--] Week [------] +5,248%
- [--] Month [------] +10,638%
- [--] Months [------] -36%
- [--] Year [------] +809%

### Mentions: [--] [#](/creator/twitter::1105091678648651777/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1105091678648651777/c:line/m:posts_active.svg)

- [--] Month [--] -40%
- [--] Months [--] -41%
- [--] Year [--] +12%

### Followers: [---] [#](/creator/twitter::1105091678648651777/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1105091678648651777/c:line/m:followers.svg)

- [--] Week [---] +2.70%
- [--] Month [---] +1.60%
- [--] Months [---] +4.40%
- [--] Year [---] +66%

### CreatorRank: [-------] [#](/creator/twitter::1105091678648651777/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1105091678648651777/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  67% [stocks](/list/stocks)  25% [technology brands](/list/technology-brands)  13% [cryptocurrencies](/list/cryptocurrencies)  8% [social networks](/list/social-networks)  5% [countries](/list/countries)  3% [automotive brands](/list/automotive-brands)  2% [luxury brands](/list/luxury-brands)  1%

**Social topic influence**
[$csu](/topic/$csu) 23%, [$csuto](/topic/$csuto) 17%, [lo](/topic/lo) #3990, [hace](/topic/hace) #805, [tus](/topic/tus) #451, [$odfl](/topic/$odfl) 8%, [investment](/topic/investment) #2075, [muy](/topic/muy) #3255, [tiene](/topic/tiene) #1656, [sin](/topic/sin) #1056

**Top accounts mentioned or mentioned by**
[@tlmcapital](/creator/undefined) [@galiciainvestor](/creator/undefined) [@bitacorabolsa](/creator/undefined) [@stonker66](/creator/undefined) [@simeonresearch](/creator/undefined) [@lostlenor](/creator/undefined) [@davidmolino](/creator/undefined) [@javimonco](/creator/undefined) [@dirtysanchista](/creator/undefined) [@santiabascal](/creator/undefined) [@lewantacus](/creator/undefined) [@canelo3302082](/creator/undefined) [@robchamo](/creator/undefined) [@alvarogn](/creator/undefined) [@inversornovato](/creator/undefined) [@locodldividendo](/creator/undefined) [@javo11](/creator/undefined) [@craigtckr23](/creator/undefined) [@returnsjourney](/creator/undefined) [@realtwinklevoss](/creator/undefined)

**Top assets mentioned**
[Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Adobe, Inc. (ADBE)](/topic/$adbe) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Krystal Biotech, Inc. Common Stock (KRYS)](/topic/$krys) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [DNP Select Income Fund Inc. (DNP)](/topic/$dnp) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Penpie (PNP)](/topic/$pnp) [Intuit Inc. (INTU)](/topic/$intu) [Markel, Corp. (MKL)](/topic/$mkl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Waste Connections, Inc. (WCN)](/topic/waste-connections) [Banco Santander S.A. (SAN)](/topic/banco-santander) [Almonty Industries Inc. Common Shares (ALM)](/topic/$alm) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Santiment Network Token (SAN)](/topic/$san)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Est claro que el galician como inversor no tiene ni puetera idea y que sus seguidores tienen todava menos. Ahora bien en marketing debe de ser un genio para tenerle la cabeza as de comida a sus seguidores Eso o tiene al ChatGPT muy bien entrenado. @GaliciaInvestor @TLM_Capital Muy a gusto le pago la suscripcin a Galician. Te invito a leerte alguna de sus tesis y vers la calidad de lo que publica. Galician es lo mas honesto que vas a encontrar en X. Le gusta analizar empresas escribe sobre ello y ofrece el servicio a quien quiera pagarlo libremente. @GaliciaInvestor @TLM_Capital Muy a gusto le"  
[X Link](https://x.com/anyuser/status/2022368210029297823)  2026-02-13T17:52Z [---] followers, [----] engagements


"Precisamente por lo que digo es el por qu de que no la entiendas. Y tus comentarios no hacen ms que afirmar lo que digo. Tu cartera personal no tiene nada que ver con la suya Dime de quin te rodeas y te dir quin eres. Que haras durante toda una cada del 40% del mercado @TLM_Capital No entiendo la descalificacion. Cada uno digo yo que es libre y mayorcito de gastar su dinero en lo que desee. Yo disfruto leyendo sus tesis sobre empresas y por eso lo pago. Mi cartera personal no tiene nada que ver con la suya. No es el objetivo de estar suscrito. @TLM_Capital No entiendo la descalificacion. Cada"  
[X Link](https://x.com/anyuser/status/2022382115552399541)  2026-02-13T18:47Z [---] followers, [---] engagements


"Repito un 13% anualizado dicho por ti auditado sera otra cosa. Que digas que la situacin sera otra si no tuvieras un 65-70% en dlares dice mucho sobre ti y hace que dejes mucho que desear. No bates al SP a largo plazo indxate y deja de engaar a tus seguidores @TLM_Capital Mi rentabilidades desde que comenc un 13% anualizado. No hay queja poda ser mejor no lo discuto. Pero hubo errores por el medio. El ao pasado un -6% correcto. Con un peso en dlares de aproximadamente del 65%-70%. Sino el cuento sera otro. Por fortuna no me obsesionan los @TLM_Capital Mi rentabilidades desde que comenc un 13%"  
[X Link](https://x.com/anyuser/status/2022393095007199574)  2026-02-13T19:31Z [---] followers, [----] engagements


"1. Los brokers no contabilizan bien la rentabilidad cuando hay aportaciones. A m no me engaas. [--]. Por lo que sea a lo de que tu inters es sacarle el dinero a tus seguidores en forma de suscripciones no contestas por lo que sea eh @TLM_Capital Lo dice Interactive Brokers. Si crees que el broker miente habla con ellos. Lo que s dice mucho de una persona son los descalificativos con los que te diriges a mi. Y como inversor dice mucho que juzgues a alguien por los resultados de un ao. Sobre todo viendo que eres un @TLM_Capital Lo dice Interactive Brokers. Si crees que el broker miente habla con"  
[X Link](https://x.com/anyuser/status/2022400510364639693)  2026-02-13T20:00Z [---] followers, [----] engagements


"Lo dicho en marketing un crack. Intenta vender su producto hasta en una conversacin en la que lo estn criticando. Claro que es posible ser rentable sin hacer cosas extraordinarias. Se llama indexarse. Lo tuyo invertir en empresas que no conoces no vale la pena. @TLM_Capital No amigo no. Mi objetivo nunca fue monetizar sino ensear de forma totalmente transparente como invierte un inversor particular y que es posible obtener rentabilidades sin hacer cosas extraordinarias. Invirtiendo en buenas empresas y siendo paciente. Por fortuna hasta la fecha @TLM_Capital No amigo no. Mi objetivo nunca fue"  
[X Link](https://x.com/anyuser/status/2022406085660078197)  2026-02-13T20:22Z [---] followers, [----] engagements


"Anda el Chamorro me ha bloqueado Le sacas los colores y as responde. Tiene a toda su pandilla de seguidores engaados pobres"  
[X Link](https://x.com/TLM_Capital/status/2022463711408243147)  2026-02-14T00:11Z [---] followers, [---] engagements


"Exacto seores Se re de vosotros. Os engaa os cobra un curso y an por encima se re @TLM_Capital 🤣🤣🤣 @TLM_Capital 🤣🤣🤣"  
[X Link](https://x.com/TLM_Capital/status/2022623209997119627)  2026-02-14T10:45Z [---] followers, [---] engagements


"Los esbirros del Galician piensan que nos importa que nos bloqueen Tienen la cabeza lavada Ahora ser amable te vale para poder engaar a la gente sin consecuencias Por cierto con hacer que os indexis ya aporto [---] veces ms que l no una millonsima parte"  
[X Link](https://x.com/anyuser/status/2022658552402510286)  2026-02-14T13:05Z [---] followers, [--] engagements


"No se da cuenta de que el que queda en ridculo es l Por probabilidad y estadstica invirtiendo en las empresas con tendencia alcista no te vas a comer ni un 00001% de las que menciona En cambio ampliando en las bajadas como hace l palmas si o si @realtwinklevoss La inversin por cotizacion est genia Hasta que la empresa entre concurso de acreedores y pierdas todo el capital. Ves lo absurdo que suenas @realtwinklevoss La inversin por cotizacion est genia Hasta que la empresa entre concurso de acreedores y pierdas todo el capital. Ves lo absurdo que suenas"  
[X Link](https://x.com/TLM_Capital/status/2022675347762778405)  2026-02-14T14:12Z [---] followers, [--] engagements


"@themattharbaugh Os lo resumo yo va a seguir cayendo no compris $ADBE"  
[X Link](https://x.com/TLM_Capital/status/2022675862160916903)  2026-02-14T14:14Z [---] followers, [---] engagements


"$ODFL empieza a tener muy muy buena pinta. Si rompe los 200$-210$ veremos ATH proximamente y a partir de ah veremos como se comporta el precio"  
[X Link](https://x.com/TLM_Capital/status/2019067923126444241)  2026-02-04T15:17Z [---] followers, [---] engagements


"Y lo peor son la banda de mononeuronales que tienen como seguidores. Por cierto @BitacoraBolsa como ves Old Dominion $ODFL Otra que estaba en todas las quinielas del FinX. Pues otra que les pinta la cara. Ni una sola de las que se han puesto de moda se libra. Valor de moda en FinX: fostin asegurado. Otra que estaba en todas las quinielas del FinX. Pues otra que les pinta la cara. Ni una sola de las que se han puesto de moda se libra. Valor de moda en FinX: fostin asegurado"  
[X Link](https://x.com/TLM_Capital/status/2019071801108603321)  2026-02-04T15:33Z [---] followers, [---] engagements


"Pues ya tenemos a $ODFL en el rango. Los [---] los ha destrozado pero el partido de verdad se juega en los 210$. Si son superados ATH y a volar. $ODFL empieza a tener muy muy buena pinta. Si rompe los 200$-210$ veremos ATH proximamente y a partir de ah veremos como se comporta el precio $ODFL empieza a tener muy muy buena pinta. Si rompe los 200$-210$ veremos ATH proximamente y a partir de ah veremos como se comporta el precio"  
[X Link](https://x.com/TLM_Capital/status/2019137220175884695)  2026-02-04T19:53Z [---] followers, [---] engagements


"@mr_deepvalue When you realize it doesnt have to go bankrupt to keep collapsing in the stock market youll be doing backflips"  
[X Link](https://x.com/TLM_Capital/status/2020116824168231000)  2026-02-07T12:45Z [---] followers, [--] engagements


"@david_molino @javimonco @dirtysanchista @Santi_ABASCAL Ninguna. Solo chuparsela a Abascal Feijo y compaa"  
[X Link](https://x.com/TLM_Capital/status/2021668119979401396)  2026-02-11T19:30Z [---] followers, [---] engagements


"@Lewantacus @david_molino @javimonco @dirtysanchista @Santi_ABASCAL No ves algo del PSOE en mi tweet No dije nada de ellos ni bueno ni malo. Nombr a Abascal y a Feijo sabes leer"  
[X Link](https://x.com/TLM_Capital/status/2021705938642616321)  2026-02-11T22:00Z [---] followers, [--] engagements


"@Canelo3302082 @Jin636439941 @eldiarioes Ah que eres deficiente pobre"  
[X Link](https://x.com/TLM_Capital/status/2021847286142124502)  2026-02-12T07:22Z [---] followers, [--] engagements


"@robchamo El mercado no se est pasando de frenada el mercado te est poniendo en tu sitio. Te ests viendo en una tesitura que no sabes gestionar para nada. Estamos a menos de un 5% de ATH el mercado puede hundirse mucho ms imagnate tus posiciones"  
[X Link](https://x.com/TLM_Capital/status/2022211974487216399)  2026-02-13T07:31Z [---] followers, [---] engagements


"@alvarogn @InversorNovato_ Estis pillados porque queris. Es tan fcil como poner un Stop y dejar correr las ganancias. Pero claro eso lo influmierders que segus no os lo ensean (porque tampoco lo saben)"  
[X Link](https://x.com/TLM_Capital/status/2022277298221727944)  2026-02-13T11:50Z [---] followers, [--] engagements


"Como decir que no tienes ni idea bolsa sin decir que no tienes ni idea de bolsa. No eres ni son gestores de fondos. Tenis que proteger capital y sacarle rentabilidad no holdear con cojones mierdas bajistas como $HIMS $PYPL $ADBE y dems Os tienen la cabeza lavada @TLM_Capital @alvarogn @InversorNovato_ No estn pillados por no poner stops es que si no son traders no tienen porque esperar que las acciones suban sin parar que tengan ganancias inmediatas o que esperen siempre que se recuperen las acciones de inmediato si son inversores de valor compran Hims y la holdean. Simple @TLM_Capital"  
[X Link](https://x.com/TLM_Capital/status/2022290726927634613)  2026-02-13T12:44Z [---] followers, [---] engagements


"@GaliciaInvestor No le pones una pistola en la cabeza a nadie no he dicho eso. Pero s que le metes una idea falsa en la cabeza a gente sin experiencia. Sueles decir que indexarse es la mejor opcin Por qu no lo haces entonces (Ya te lo contest arriba)"  
[X Link](https://x.com/TLM_Capital/status/2022348046739370235)  2026-02-13T16:32Z [---] followers, [---] engagements


"Lo dicho eres inversor en $ADBE en la que ya ests pillado. Y sabe dios en cuantas mierdas ms. No me lee nadie Me lees t y me haces publicidad @TLM_Capital No soy inversor de Hims ni de Paypal y Adbe la compr a [---] y sigue repostenado post que no lee nadie 😭 @TLM_Capital No soy inversor de Hims ni de Paypal y Adbe la compr a [---] y sigue repostenado post que no lee nadie 😭"  
[X Link](https://x.com/TLM_Capital/status/2022355457558614222)  2026-02-13T17:01Z [---] followers, [---] engagements


"@BitacoraBolsa Explcaselo a Galician y a sus esbirros que vaya turra me estn dando hoy"  
[X Link](https://x.com/TLM_Capital/status/2022368760422596738)  2026-02-13T17:54Z [---] followers, [----] engagements


"@GaliciaInvestor T Porque hacerte un -6% un ao en el que el SP se hace un 16% es de paquete gordo. Si lo medimos en el destrozo es increble y si auditamos la cuenta desde el principio se te caen los colores. Tus seguidores Precisamente porque te hacen caso"  
[X Link](https://x.com/TLM_Capital/status/2022382776918642949)  2026-02-13T18:50Z [---] followers, [---] engagements


"@BitacoraBolsa Les contestas y el Galician an dice que tengo intereses. Increble lo lavadas que tienen que estar esas cabezas para seguir a tremendo personaje"  
[X Link](https://x.com/TLM_Capital/status/2022386768633536669)  2026-02-13T19:05Z [---] followers, [----] engagements


"@BitacoraBolsa Pero es que el to est muy malito eh. O tiene un toque de psicopata y lo nico que quiere es sacarle el dinero a la pea por un trabajo mal hecho o es tan tonto que no se da cuenta de que solo dice tonteras Repito un 13% anualizado dicho por ti auditado sera otra cosa. Que digas que la situacin sera otra si no tuvieras un 65-70% en dlares dice mucho sobre ti y hace que dejes mucho que desear. No bates al SP a largo plazo indxate y deja de engaar a tus seguidores Repito un 13% anualizado dicho por ti auditado sera otra cosa. Que digas que la situacin sera otra si no tuvieras un"  
[X Link](https://x.com/TLM_Capital/status/2022393619915886645)  2026-02-13T19:33Z [---] followers, [--] engagements


"@Stonker66 Pueden dar continuidad o no me es indiferente la verdad. Si hay continuidad se compra con Stop y a seguir tendencia. Lo que est claro es que lo sube tiene una probabilidad muy alta de seguir subiendo"  
[X Link](https://x.com/TLM_Capital/status/2022400766741508449)  2026-02-13T20:01Z [---] followers, [--] engagements


"@LocodlDividendo No conozco al chaval Pero ests engaando a la pea. Esos datos no cogen [--] aos ni mucho menos por mucho que ponga ah. Cogen [--] meses y meses malos por cierto en el mercado en su conjunto Que t critiques rentabilidades malas cuando no bates a la inflacin a largo plazo"  
[X Link](https://x.com/TLM_Capital/status/2022621161738375432)  2026-02-14T10:37Z [---] followers, [---] engagements


"Yes. Waste Connections $WCN $WCN.TO is in my investment universe and I recommend holding any company on that list if your plan is to invest for the long term. @TLM_Capital kinda just feels like a good day to buy $wcn $wcn.to innit #valueinvesting https://t.co/QqkxahJUdc @TLM_Capital kinda just feels like a good day to buy $wcn $wcn.to innit #valueinvesting https://t.co/QqkxahJUdc"  
[X Link](https://x.com/TLM_Capital/status/1941150868709183901)  2025-07-04T15:03Z [---] followers, [----] engagements


"Portfolio actual: Teva Pharmaceutical $TEVA Krystal Biotech $KRYS Banco Santander $SAN Almonty Industries $ALM Axsome Therapeutics $AXSM Old Dominion Freight Line $ODFL"  
[X Link](https://x.com/TLM_Capital/status/2018645440464634015)  2026-02-03T11:19Z [---] followers, [---] engagements


"@robchamo Que ests hablando de $NIO precisamente t Que te acabas de comer $PYPL te comes $ADBE y sabe dios cuantas ms Deja de engaar a tus seguidores como el mercado se ponga feo no aguantas dos aos"  
[X Link](https://x.com/TLM_Capital/status/2022311902823518586)  2026-02-13T14:08Z [---] followers, [----] engagements


"1. Llamar retrasado a alguien que le est pegando un repaso no es muy inteligente por su parte. [--]. Cuando se de cuenta de que no hace falta que $ADBE se vaya a cero para que l pierda lo ms grande flipa [--]. Sgueme haciendo publicidad gratuita @TLM_Capital Y adobe se va a cero o no Warren Buffett de Aliexpress. No te leen ni tus muertos y qu publicidad de voy a dar jajaja al 0.0005% en X que habla de bolsa Puto retrasao @TLM_Capital Y adobe se va a cero o no Warren Buffett de Aliexpress. No te leen ni tus muertos y qu publicidad de voy a dar jajaja al 0.0005% en X que habla de bolsa Puto retrasao"  
[X Link](https://x.com/anyuser/status/2022367689759498693)  2026-02-13T17:50Z [---] followers, [---] engagements


"Para el que no tiene tiempo y para el que tiene tiempo pero no tiene ni puetera idea o sea el 99% de los seguidores del Galician. @_Javo_11 @GaliciaInvestor @TLM_Capital En mi caso considero que lo bonito de la inversin es realizarla uno mismo. Disfruto del proceso si alguien lo hace por m ya no tendra gracia. Para el que no tiene tiempo ya lo dice Warren Buffet fondos indexados. @_Javo_11 @GaliciaInvestor @TLM_Capital En mi caso considero que lo bonito de la inversin es realizarla uno mismo. Disfruto del proceso si alguien lo hace por m ya no tendra gracia. Para el que no tiene tiempo ya lo"  
[X Link](https://x.com/TLM_Capital/status/2022368475205755208)  2026-02-13T17:53Z [---] followers, [----] engagements


"Ojo que dice que tengo intereses. Correcto. Inters en que la mayor cantidad de gente posible deje de quedarse pillado en mierdas que recomendis sin tener ninguna experiencia. Inters tienes t pero en sacarles su dinero en forma de suscripciones no lo olvides Galician @_Javo_11 @TLM_Capital Es alguien con intereses Javo. Mucha gente lleva tiempo intentando desacreditarme en grupos privados desde hace tiempo. Ni caso. De hecho ya le he dedicado un par de horas. Fin @_Javo_11 @TLM_Capital Es alguien con intereses Javo. Mucha gente lleva tiempo intentando desacreditarme en grupos privados desde"  
[X Link](https://x.com/TLM_Capital/status/2022386021963567233)  2026-02-13T19:02Z [---] followers, [---] engagements


"Tengo a todos los esbirros del Galician rabiando Crear contenido de valor = no superar al SP y cobrar [---] pavos por tesis de mierda Indxate Farr y hazte un paja que ests muy tenso @TLM_Capital Viernes 18:52 de la tarde. Un aburrido que no sabe por donde le da el aire viene a dar lecciones a un to que crea contenido de valor desde hace [--] aos. Subnormal de poca hazte una paja. @TLM_Capital Viernes 18:52 de la tarde. Un aburrido que no sabe por donde le da el aire viene a dar lecciones a un to que crea contenido de valor desde hace [--] aos. Subnormal de poca hazte una paja"  
[X Link](https://x.com/TLM_Capital/status/2022438895334408263)  2026-02-13T22:33Z [---] followers, [---] engagements


"Porque son unos sacacuartos exactamente igual que Galician que tampoco lo bate y an por encima os cobra Indexaros coo y con lo que le pagis por sus tesis invitad a vuestra familia a una cena @TLM_Capital Sin valorar si los resultados son mejores o peores aquel que compra los productos que @GaliciaInvestor ofrece lo hace libremente. Si analizas la inmensa mayora de fondos de gestin activa no son tantos los que baten al mercado. @TLM_Capital Sin valorar si los resultados son mejores o peores aquel que compra los productos que @GaliciaInvestor ofrece lo hace libremente. Si analizas la inmensa"  
[X Link](https://x.com/TLM_Capital/status/2022439395077374150)  2026-02-13T22:35Z [---] followers, [---] engagements


"Noooo por gilipollas no por tocarte el ego A ti y a toda la cuadrilla del Galician"  
[X Link](https://x.com/TLM_Capital/status/2022463137367085290)  2026-02-14T00:09Z [---] followers, [---] engagements


"No no no te confundas En base a [--] aazos ya La rentabilidad del 13% anual que os vende es dicha por Galician auditada sera una realidad bastante diferente. No bate al SP a largo plazo pero no queris verlo porque vuestro ego no lo permite @TLM_Capital @GaliciaInvestor Interesante. Ahora medimos si un inversor es bueno en base a si un ao ha acabado por debajo del SP500. @TLM_Capital @GaliciaInvestor Interesante. Ahora medimos si un inversor es bueno en base a si un ao ha acabado por debajo del SP500"  
[X Link](https://x.com/TLM_Capital/status/2022612932211662868)  2026-02-14T10:04Z [---] followers, [---] engagements


"Eh @Craigtckr23 no me lee nadie no Ahora miles de visualizaciones en un solo da es que no te lee nadie Sigue bailando putita que te tengo dando palmas Ah y gracias por la publicidad gratuita"  
[X Link](https://x.com/TLM_Capital/status/2022657124925686160)  2026-02-14T13:00Z [---] followers, [--] engagements


"Tener a estos tres: El Loco alias Risketos El Chamorro El Galician Rabiando a los tres EN UN SOLO DA no es para cualquiera A todo aquel que vean que les puede desmontar su chiringuito de engaos constantes a gente sin experiencia los bloquean. Queris gresca Quedaros aqu"  
[X Link](https://x.com/TLM_Capital/status/2022657841933291729)  2026-02-14T13:03Z [---] followers, [---] engagements


"Djalos Son indigentes mentales y sus miles de seguidores todava ms"  
[X Link](https://x.com/TLM_Capital/status/2022675555355922466)  2026-02-14T14:13Z [---] followers, [---] engagements


"Habla de $UBER Es para rerse"  
[X Link](https://x.com/anyuser/status/2022676363350831490)  2026-02-14T14:16Z [---] followers, [---] engagements


"Thanks a lot Noted. If any other company comes to mind feel free to share. Always looking to add more to the quality watchlist. Lets keep building a strong community of long-term compounder-minded investors here on Twitter. $FFH.TO is a solid one @TLM_Capital $FFH.TO has got to be a stair step stock https://t.co/yI0sRayBba @TLM_Capital $FFH.TO has got to be a stair step stock https://t.co/yI0sRayBba"  
[X Link](https://x.com/TLM_Capital/status/1939080502364848129)  2025-06-28T21:56Z [---] followers, [---] engagements


"@chriswmayer Hi @chriswmayer is there any plan to release [---] Baggers in Spanish Thanks for your great work its been incredibly inspiring"  
[X Link](https://x.com/TLM_Capital/status/1939256209434972533)  2025-06-29T09:34Z [---] followers, [--] engagements


"Mark Leonard is a must-study for any 21st-century investor. This thread is a great intro but theres so much more to uncover. His annual letters and rare appearances at $CSU meetings are a true masterclass in investing business culture and long-term thinking. A hidden giant. The greatest capital allocator no one talks about. At 34% return/yr his track record destroys that of Warren Buffett Ray Dalio Carl Icahn and nearly every investor alive. Yet almost no one knows his name. Here is Mark Leonard's updated investing philosophy: https://t.co/SrH99MVeYU The greatest capital allocator no one"  
[X Link](https://x.com/TLM_Capital/status/1939456994341007687)  2025-06-29T22:52Z [---] followers, [----] engagements


"📌 PINNED TWEET: This is my investment universe a list of the best compounders in the world. Only high-quality businesses. Next tweet includes a Drive link with One Pagers for each. The list will keep growing as we discover more together"  
[X Link](https://x.com/TLM_Capital/status/1939640505304043758)  2025-06-30T11:01Z [---] followers, [----] engagements


"Its a long list of companiesand itll only grow over time. But the crown still belongs to Constellation Software $CSU. A true buy-and-hold forever. If youre just starting out Id focus on adding monthly while studying this and others. Quality compounds. 📌 PINNED TWEET: This is my investment universe a list of the best compounders in the world. Only high-quality businesses. Next tweet includes a Drive link with One Pagers for each. The list will keep growing as we discover more together. https://t.co/W8rWW62l6a 📌 PINNED TWEET: This is my investment universe a list of the best compounders in"  
[X Link](https://x.com/TLM_Capital/status/1939963800825782398)  2025-07-01T08:26Z [---] followers, [---] engagements


"Honestly I believe they know it better than we ever could. With their capital allocation track record the best move is to trust them with our money. That exact questionthey ask themselves every day and every day they find the answer. @TLM_Capital I think the big question is whether the stock can compound at comparable rates in the next n years @TLM_Capital I think the big question is whether the stock can compound at comparable rates in the next n years"  
[X Link](https://x.com/TLM_Capital/status/1940143633220739392)  2025-07-01T20:21Z [---] followers, [---] engagements


"Its not that Topicus $TOI.V might become the next Constellation Software $CSU $CSU.TO its that its already becoming it. Same DNA same playbook and a long runway ahead. If you believe in compounding this story deserves your full attention. ☀ Could Topicus. ( $TOI.V) Be Europes Next Constellation Software (https://t.co/wLWYQkTZ7y) ☀ Constellation Software ( $CSU) turned a $25M IPO into a $90B giant by [----] which is a 100x return. Its [----] spin-off Topicus ( $TOI) is following the same playbook: disciplined ☀ Could Topicus. ( $TOI.V) Be Europes Next Constellation Software"  
[X Link](https://x.com/TLM_Capital/status/1940392180411150575)  2025-07-02T12:48Z [---] followers, [---] engagements


"Thats the point @SimeonResearch_ . Dividend investing is respectable but many promote it using companies where dividends clearly wont drive returns. Every dollar a business can retain and reinvest at high rates is worth far more than any payout they could hand you. @TheAlphaThought You missing the point All of the companies you mentioned have a max earnings growth yoy basis of 15% basides [--] Apple Rev growth is 2% Nvda has a dividend yield of 0.03% Avgo has a dividend yield of 0.86% How you gonna make money off that @TheAlphaThought You missing the point All of the companies you mentioned have"  
[X Link](https://x.com/TLM_Capital/status/1940693438573564026)  2025-07-03T08:45Z [---] followers, [---] engagements


"@lostlenor Thanks a lot Glad you like it. Terravest $TVK $TVK.TO is on my radar and likely to be in future updates. This list isnt exhaustive. If you have more recommendations Im happy to keep discovering great companies"  
[X Link](https://x.com/TLM_Capital/status/1940799118961791449)  2025-07-03T15:45Z [---] followers, [---] engagements


"@SimeonResearch_ Yeah in their heads it sounds spectacular. they dont realize the S&P [---] gives them +5% which on $3 million is $150000 instead of $10000 but in capital appreciation not dividends. And the worst part is they have nearly [------] followers. People are seriously misinformed"  
[X Link](https://x.com/TLM_Capital/status/1940801077173276993)  2025-07-03T15:53Z [---] followers, [--] engagements


"Totally agree all three of us are on the same page. Dividend payouts should always be the last option when it comes to capital allocation. @TLM_Capital @SimeonResearch_ Im with @SimeonResearch_ on this one. Id much rather a business reinvest for growth and as a last resort I prefer tax free buybacks. @TLM_Capital @SimeonResearch_ Im with @SimeonResearch_ on this one. Id much rather a business reinvest for growth and as a last resort I prefer tax free buybacks"  
[X Link](https://x.com/TLM_Capital/status/1941047502901576120)  2025-07-04T08:12Z [---] followers, [---] engagements


"Ive written a newsletter about Nick Sleeps first letter from [----]. Youll find the 🔗 in the comments of this tweet. On my profile youll find daily annual letters market reflections and company analysis. A 🔁 helps a lot. Hope you enjoy it"  
[X Link](https://x.com/TLM_Capital/status/1941125322818355224)  2025-07-04T13:21Z [---] followers, [---] engagements


"Heres the 🔗 Dont forget to share your thoughts on the postyour feedback really helps me improve my content as much as possible. https://open.substack.com/pub/tlmcapitalmanagement/p/letter-from-the-nomad-fund-1r=3j9nax&utm_medium=ios https://open.substack.com/pub/tlmcapitalmanagement/p/letter-from-the-nomad-fund-1r=3j9nax&utm_medium=ios"  
[X Link](https://x.com/TLM_Capital/status/1941125335510327620)  2025-07-04T13:21Z [---] followers, [--] engagements


"I guess we all follow a similar path. I still use screeners but the best ideas on compounders and serial acquirers Ive found have come through fintwit. Fintwit is the best source of investment ideas I had over past five years. Myself and my family are grateful to all of you people that have spent your time in sharing your views and thoughts on what might be good or bad investment ides 🍀 Fintwit is the best source of investment ideas I had over past five years. Myself and my family are grateful to all of you people that have spent your time in sharing your views and thoughts on what might be"  
[X Link](https://x.com/TLM_Capital/status/1941126025016119499)  2025-07-04T13:24Z [---] followers, [---] engagements


"Anyone who knows what theyre doing has Constellation Software $CSU $CSU.TO and Mark Leonard working for them. $csu $csu.to is always a solid bet https://t.co/hXVXBQc6p1 $csu $csu.to is always a solid bet https://t.co/hXVXBQc6p1"  
[X Link](https://x.com/TLM_Capital/status/1941147774453706777)  2025-07-04T14:51Z [---] followers, [----] engagements


"Its the kind of business almost no one pays attention to because its in a boring industry and thats exactly what makes its returns so rewarding. @TLM_Capital You're onto something solid there waste management is such an underrated moat. @TLM_Capital You're onto something solid there waste management is such an underrated moat"  
[X Link](https://x.com/TLM_Capital/status/1941158373975888159)  2025-07-04T15:33Z [---] followers, [---] engagements


"LVMH and Visa are far from a PE of [--]. I dont see LVMH as a quality company. Quality isnt just the business modelI value management and capital allocation more. In those cases I dont care about PE. And yes there are profitable low-PE companies out there. "Buffett Fair price" is [--] times earnings. Buy quality at [--] times. Quality does not stay expensive. It will never happen for a LVMH or Visa from [--] times earnings. The stocks that trade at [--] times earnings and can still 100x (from his example) are not quality companies but "Buffett Fair price" is [--] times earnings. Buy quality at [--] times."  
[X Link](https://x.com/TLM_Capital/status/1941489461466104206)  2025-07-05T13:28Z [---] followers, [---] engagements


"Anyway Im not talking about finding 100-baggers or not. What Im saying is that when buying a great company it usually doesnt matter if its trading at a PE of [--] or [--]. Over the long term the companys quality makes up for everything. "Buffett Fair price" is [--] times earnings. Buy quality at [--] times. Quality does not stay expensive. It will never happen for a LVMH or Visa from [--] times earnings. The stocks that trade at [--] times earnings and can still 100x (from his example) are not quality companies but "Buffett Fair price" is [--] times earnings. Buy quality at [--] times. Quality does not stay"  
[X Link](https://x.com/TLM_Capital/status/1941491748485857458)  2025-07-05T13:37Z [---] followers, [--] engagements


"And the perfect example is Constellation Software $CSU $CSU.TO. PE ratio of [--]. Wouldnt you buy it Youd be crazy not to. "Buffett Fair price" is [--] times earnings. Buy quality at [--] times. Quality does not stay expensive. It will never happen for a LVMH or Visa from [--] times earnings. The stocks that trade at [--] times earnings and can still 100x (from his example) are not quality companies but "Buffett Fair price" is [--] times earnings. Buy quality at [--] times. Quality does not stay expensive. It will never happen for a LVMH or Visa from [--] times earnings. The stocks that trade at [--] times"  
[X Link](https://x.com/TLM_Capital/status/1941492241958305832)  2025-07-05T13:39Z [---] followers, [----] engagements


"However P/FCF is [--]. Is that high I dont think so. Growing FCF at 20% Its a must-buy company no matter what. @TLM_Capital I would not buy it no. Law of big numbers slower growth and high valuation. @TLM_Capital I would not buy it no. Law of big numbers slower growth and high valuation"  
[X Link](https://x.com/TLM_Capital/status/1941513487680930186)  2025-07-05T15:04Z [---] followers, [---] engagements


"@lostlenor @ReturnsJourney Of course its an obvious buyalways"  
[X Link](https://x.com/TLM_Capital/status/1941513625962938396)  2025-07-05T15:04Z [---] followers, [--] engagements


"Ill tell you the same as everyone else: stop focusing on ratios and start analyzing companies business models and management teams. I wouldnt care if I bought something at PE [---] [---] or [----]. $CSU $CSU.TO is already at PE [---] yet P/FCF is [--]. Those ratios mean nothing. @TLM_Capital @lostlenor @ReturnsJourney Would you be a buyer at 200x earnings 1000x @TLM_Capital @lostlenor @ReturnsJourney Would you be a buyer at 200x earnings 1000x"  
[X Link](https://x.com/TLM_Capital/status/1941680513070039504)  2025-07-06T02:08Z [---] followers, [---] engagements


"Thats another debate. It depends on the companies you've studied. What's your opportunity cost of buying Constellation over another one That's the key. And about growth or ROICBerkshire also had periods of lower returns. Look at them now. @TLM_Capital Growth slowing down ROIC near historic lows Multiples at their highest ever It's priced by far the most expensive in its history currently. Would wait for a historic draw down (30% ish) to buy. https://t.co/rvSNXcN1nV @TLM_Capital Growth slowing down ROIC near historic lows Multiples at their highest ever It's priced by far the most expensive in"  
[X Link](https://x.com/TLM_Capital/status/1941822728916353512)  2025-07-06T11:33Z [---] followers, [---] engagements


"New Subst*ck is out Today I wanted to share some thoughts on portfolio diversification vs. concentration. I also touch on risk the commonly accepted definition of it and what I personally believe it really means. Hope you enjoy it ❤ https://open.substack.com/pub/tlmcapitalmanagement/p/the-real-risk-isnt-in-your-portfolior=3j9nax&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tlmcapitalmanagement/p/the-real-risk-isnt-in-your-portfolior=3j9nax&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/TLM_Capital/status/1942531145633259564)  2025-07-08T10:28Z [---] followers, [---] engagements


"Sygnity $SGN.WA is in my portfolio. For now it has a small weight as I still need to study it much more. But so far it looks very promising. It's part of the Constellation $CSU $CSU.TO family which happens to be my main position. Sygnity acquisitions so far - approximate annual revenues at time of acquisition - will update in future looking forward to this looking like a long line of . . . . . . . . . . . . . . . . . . . . $SGN.WA https://t.co/SwpPN2jrES Sygnity acquisitions so far - approximate annual revenues at time of acquisition - will update in future looking forward to this looking"  
[X Link](https://x.com/TLM_Capital/status/1942532612486209983)  2025-07-08T10:33Z [---] followers, [----] engagements


"People said the same about Berkshire $BRK.B years ago and it always proved a good buy. I have no doubt that in [--] years the intrinsic value of Constellation $CSU $CSU.TO will keep growing at solid rates and the stock price will follow. $CSU.TO is in a weird position for me. I think it's got some of the best management and capital allocators in the world. However I also believe it's overvalued and needs to maintain high rates of growth to justify its price. I'm not sure how well the business will be able to $CSU.TO is in a weird position for me. I think it's got some of the best management and"  
[X Link](https://x.com/TLM_Capital/status/1943315413573554202)  2025-07-10T14:24Z [---] followers, [----] engagements


"Look at margins ROIC and key metrics. Not saying $SAIA is a bad stock (I just wouldn't own it) but I prefer the best in the industry: $ODFL. Its rivals spend heavily to gain share but $ODFL wins every time thanks to unbeatable capital allocation. @TLM_Capital $ODFL is a pass. Sold at $203. $ SAIA is a better play. It has had a massive repricing and purchased some yellow assets for growth. Of course this is just an my opinion @TLM_Capital $ODFL is a pass. Sold at $203. $ SAIA is a better play. It has had a massive repricing and purchased some yellow assets for growth. Of course this is just an"  
[X Link](https://x.com/TLM_Capital/status/1943319523756753342)  2025-07-10T14:40Z [---] followers, [---] engagements


"Berkshire $BRK.B trades at a P/FCF of [-----] and Constellation $CSU $CSU.TO at [--]. Valuation ratios are meaningless. And yet over the next [--] years both will outperform the S&P500. I cant tell you what happens in a year thats not my game. @TLM_Capital Berkshire at [--] times earnings would underperform @TLM_Capital Berkshire at [--] times earnings would underperform"  
[X Link](https://x.com/TLM_Capital/status/1943339810048950521)  2025-07-10T16:01Z [---] followers, [---] engagements


"Im doing a deep dive into Ibersol $IBS ⚫ Company focused on operating franchises like Taco Bell 🌮 Pizza Hut 🍕 and Pans & Company 🥖 among others ⚫ Spain Portugal and other Portuguese-speaking countries ⚫ In airports ✈ and train stations 🚅 ⚫ $400M market cap"  
[X Link](https://x.com/TLM_Capital/status/1944033906891927658)  2025-07-12T13:59Z [---] followers, [--] engagements


"Im collecting annual letters from the top serial acquirers. Mark Leonard $CSU $CSU.TO is the most famous but others like Lars Stenlund (former CEO of Vitec $VITB.ST $VIT $VITB) and current CEO Olle Bckman are also worth reading. - $LAGR - $INDT - $ADDT Also included"  
[X Link](https://x.com/TLM_Capital/status/1945008847229169813)  2025-07-15T06:33Z [---] followers, [----] engagements


"Alright I see you really liked the idea. So throughout the day Ill be updating the document with all the annual letters from Mark Leonard CEO of Constellation Software $CSU $CSU.TO. Now available: the collection of annual letters from the worlds top serial acquirers. For now it only includes Vitec Softwares $VIT $VITB $VITB.ST letters from [----] to the present. Link in the next tweet in the thread 👇🏽 https://t.co/bYgk3eM6YK Now available: the collection of annual letters from the worlds top serial acquirers. For now it only includes Vitec Softwares $VIT $VITB $VITB.ST letters from [----] to"  
[X Link](https://x.com/TLM_Capital/status/1945392124410613793)  2025-07-16T07:56Z [---] followers, [---] engagements


"Patience. Let the experts do their job. The management team has an excellent track record. One or a few bad quarters dont mean the business is in decline. Anyone who sold $CSU $CSU.TO and stopped trusting Mark Leonard when things got tough must be regretting it. Its the same Oh boy that qtr report was bad and painful to read through. I largely believe long term story still intact but confused about how to model margins going forward. I had them expanding in my previous model now I'm not so sure. Still digging $VITEC $VIT.B $VITB.ST $VITB https://t.co/4SnBSKTWg4 Oh boy that qtr report was bad"  
[X Link](https://x.com/TLM_Capital/status/1945496295918973352)  2025-07-16T14:50Z [---] followers, [----] engagements


"Im convinced that at scale there is no better capital allocation opportunity than repurchasing itself today. The shares are not the ones held by shareholders aligned with the companys culture. This is a large-scale cleanup of speculative shareholders from the company. $CSU They dont care about improving companies or strengthening corporate governance across different countriesso forget them. Constellation $CSU $CSU.TO should be buying back its shares right now. I They dont care about improving companies or strengthening corporate governance across different countriesso forget them."  
[X Link](https://x.com/TLM_Capital/status/1971638339527975336)  2025-09-26T18:09Z [---] followers, [---] engagements


"MLs opinion is not absolute truth. He himself admitted that the companys returns surprised him compared to what he expected a decade ago. Based on that intrinsic value could be much higher than he thinks On the other hand the new CEO is buying shares on the open market $CSU @TLM_Capital One issue: ML basically said in May that shares would need to be 75% lower to get the kinds of returns he likes and he also said he'd warn everyone before buying back stock. I wouldn't be surprised to see them let the shares bleed for a quite a while before they step in to buy. @TLM_Capital One issue: ML"  
[X Link](https://x.com/TLM_Capital/status/1971880007246151980)  2025-09-27T10:10Z [---] followers, [---] engagements


"I also hold niche under-the-radar plays: 🎯 $DNP $SGN $ABS $PNP $NORBT They dominate small verticals too trivial for copycats which gives them pricing power and durability"  
[X Link](https://x.com/TLM_Capital/status/1938185406173806813)  2025-06-26T10:39Z [---] followers, [---] engagements


"We tend to overcomplicate investing. Learning from Greenblatt you realize that equally diversifying across [--] good businesses is a solid approach. A strong [----] portfolio could look like: $SDI $6028 $DNP $ODFL $TIH $MFT $INDT $6532 $INTU $GTT $AOF $CHD $NEM $ABS $RMS 🧵 I just ran Joel Greenblatt's "Magic Formula" on European dividend stocks His hedge fund: 40%+ annual returns for 20+ years His secret: Just [--] metrics I screened 4000+ companies found [--] gems Here's what I discovered 👇 https://t.co/9gar4J8D0J 🧵 I just ran Joel Greenblatt's "Magic Formula" on European dividend stocks His hedge"  
[X Link](https://x.com/TLM_Capital/status/1938484365572673584)  2025-06-27T06:27Z [---] followers, [---] engagements


"What do you think about HEICO Corporation $HEI Personally I see it as one of the most quietly outstanding compounders out thereniche aerospace high margins strong insider ownership and a decentralized M&A strategy thats worked for decades. A true quality compounder"  
[X Link](https://x.com/TLM_Capital/status/1939968656487715151)  2025-07-01T08:45Z [---] followers, [----] engagements


"Throughout the day Ill be adding more One Pages to the company list linked later in this thread. For now youll find Constellation Software $CSU $CSU.TO and Texas Pacific Land $TPL but more are already lined up and ready to go. 📌 PINNED TWEET: This is my investment universe a list of the best compounders in the world. Only high-quality businesses. Next tweet includes a Drive link with One Pagers for each. The list will keep growing as we discover more together. https://t.co/W8rWW62l6a 📌 PINNED TWEET: This is my investment universe a list of the best compounders in the world. Only"  
[X Link](https://x.com/TLM_Capital/status/1940708966553772299)  2025-07-03T09:47Z [---] followers, [---] engagements


"📚 LIBRARY UPDATE As you know Im uploading One Pages of the worlds best compounders in the link shared in the second tweet of this thread Until now ✔ Constellation Software $CSU $CSU.TO ✔ Texas Pacific Land $TPL Just added ➕ Lagercrantz $LAGR ➕ Dino Polska $DNP $DNP.WA 📌 PINNED TWEET: This is my investment universe a list of the best compounders in the world. Only high-quality businesses. Next tweet includes a Drive link with One Pagers for each. The list will keep growing as we discover more together. https://t.co/W8rWW62l6a 📌 PINNED TWEET: This is my investment universe a list of the best"  
[X Link](https://x.com/TLM_Capital/status/1940774683152208378)  2025-07-03T14:08Z [---] followers, [----] engagements


"I dont think buying Pinetree $PNP $PNP.TO at these prices is a bad idea Everyone says it trades at too big a premium over NAV. But what really stands out here is the management. Doesnt it sound like Berkshire $BRK.B and Warren Buffett Now take a look at the PB ratio of both. Added back $GMIN.TO added more $PNP.TO. Took some profit on $THX.V and $GLXY as becoming very big in my portfolio Added back $GMIN.TO added more $PNP.TO. Took some profit on $THX.V and $GLXY as becoming very big in my portfolio"  
[X Link](https://x.com/TLM_Capital/status/1941150024345530669)  2025-07-04T15:00Z [---] followers, [----] engagements


"Check out the list and the profile in general. The work being done is incredible. A huge source of both inspiration and above all information. The fact that it includes companies like $SGN $SGN.WA and $NORBT says a lot about how deep the research really goes 👇🏽 UPDATED: Here's the updated Global Compounders list. I'm considering removing the companies in pink. Companies in green have been recently added. What would you add/remove https://t.co/JjkMB3OOD4 UPDATED: Here's the updated Global Compounders list. I'm considering removing the companies in pink. Companies in green have been recently"  
[X Link](https://x.com/TLM_Capital/status/1942949784979173852)  2025-07-09T14:11Z [---] followers, [----] engagements


"Now available: the collection of annual letters from the worlds top serial acquirers. For now it only includes Vitec Softwares $VIT $VITB $VITB.ST letters from [----] to the present. Link in the next tweet in the thread 👇🏽"  
[X Link](https://x.com/TLM_Capital/status/1945133534751965231)  2025-07-15T14:49Z [---] followers, [----] engagements


"If youre looking for corporate quality theres one name you need to watch and its not Buffett. That name is Lawrence Cunningham. Think of examples like Markel $MKL and Constellation $CSU"  
[X Link](https://x.com/TLM_Capital/status/1971578813852348815)  2025-09-26T14:13Z [---] followers, [---] engagements


"Buybacks add value when done below intrinsic value. With Leonard gone culture is intact but will $CSU $CSU.TO launch buybacks Whats the upside if culture + repurchases align One of Mark Leonard's best quotes on share repurchases during the [----] AGM Constellation Software $CSU $LMN.V $TOI.V https://t.co/et00XQAWTO One of Mark Leonard's best quotes on share repurchases during the [----] AGM Constellation Software $CSU $LMN.V $TOI.V https://t.co/et00XQAWTO"  
[X Link](https://x.com/TLM_Capital/status/1971609645191176557)  2025-09-26T16:15Z [---] followers, [----] engagements


"This message should be read by the board of Constellation Software $CSU $CSU.TO: Mark Leonards theory on share buybacks is wrong. The shareholder base he wants for the company (and successfully built) is not selling the stock. The vast majority are buying on this dip. @TLM_Capital Very good questions @TLM_Capital Very good questions"  
[X Link](https://x.com/TLM_Capital/status/1971637673610957292)  2025-09-26T18:07Z [---] followers, [----] engagements


"The current price narrative is largely driven by companies whose algorithms detect downward moves and amplify that trend at scale (as is the case with most market moves today). These players are not investors; they are speculators. $CSU $CSU.TO This message should be read by the board of Constellation Software $CSU $CSU.TO: Mark Leonards theory on share buybacks is wrong. The shareholder base he wants for the company (and successfully built) is not selling the stock. The vast majority are buying on this dip. This message should be read by the board of Constellation Software $CSU $CSU.TO: Mark"  
[X Link](https://x.com/TLM_Capital/status/1971637813042204843)  2025-09-26T18:07Z [---] followers, [----] engagements


"They dont care about improving companies or strengthening corporate governance across different countriesso forget them. Constellation $CSU $CSU.TO should be buying back its shares right now. I The current price narrative is largely driven by companies whose algorithms detect downward moves and amplify that trend at scale (as is the case with most market moves today). These players are not investors; they are speculators. $CSU $CSU.TO The current price narrative is largely driven by companies whose algorithms detect downward moves and amplify that trend at scale (as is the case with most"  
[X Link](https://x.com/TLM_Capital/status/1971637974556463535)  2025-09-26T18:08Z [---] followers, [----] engagements


"Spoiler: Todas en positivo $TEVA $TSM $EMBJ $KRYS Ahora mismo nuestro portfolio se compone de: $TEVA Teva Pharmaceuticals $TSM Taiwan Semiconductors $EMBJ Embraer $KRYS Krystal Biotech Ahora mismo nuestro portfolio se compone de: $TEVA Teva Pharmaceuticals $TSM Taiwan Semiconductors $EMBJ Embraer $KRYS Krystal Biotech"  
[X Link](https://x.com/TLM_Capital/status/2010088257388982530)  2026-01-10T20:36Z [---] followers, [---] engagements


"🧠 My strategy blends: Long-term ownership mindset Opportunistic reinvestment during drawdowns Focus on quality + high return on capital Risk control via rising stop losses Valuation filter: FCF yield vs. 10Y Treasury"  
[X Link](https://x.com/TLM_Capital/status/1938185400595440020)  2025-06-26T10:39Z [---] followers, [---] engagements


"🔎 What kind of businesses Vertical software ( $CSU $ADDT $INDT) Infrastructure & logistics ( $STRL $ODFL $TPL) Global luxury ( $RMS $RACE) Private equity / capital allocators ( $KKR $APO $MKL) Scalable tech with network effects ( $INTU $FICO Tencent)"  
[X Link](https://x.com/TLM_Capital/status/1938185403678273942)  2025-06-26T10:39Z [---] followers, [---] engagements


"My idea is clear: NVR Inc. $NVR 🏠 Old Dominion $ODFL 🚛 Texas Pacific Land $TPL 🏜 These companies are going to beat the market by a lot in the next few years"  
[X Link](https://x.com/TLM_Capital/status/1781970146577338640)  2024-04-21T08:56Z [---] followers, [---] engagements


"Can you share a few names I'm building a database of compounders to research and track the best ones in each country. I call them stair step stocks. I call them stair step stocks"  
[X Link](https://x.com/TLM_Capital/status/1939010754721783937)  2025-06-28T17:19Z [---] followers, [---] engagements


"@Ashton_1nvests Lagercrantz $LAGR"  
[X Link](https://x.com/TLM_Capital/status/1940830657854558410)  2025-07-03T17:51Z [---] followers, [---] engagements


"$ADDT and $LAGR are probably the two serial acquirers from Sweden that interest me the most. Theres a lot to learn from both. AddTech earnings today proving more palatable to the market than Lifcos yesterday. Up 8% currently Glad I backed up the truck last month 💷 $ADDT https://t.co/ZJDmIuS3yq AddTech earnings today proving more palatable to the market than Lifcos yesterday. Up 8% currently Glad I backed up the truck last month 💷 $ADDT https://t.co/ZJDmIuS3yq"  
[X Link](https://x.com/TLM_Capital/status/1945496840964595980)  2025-07-16T14:52Z [---] followers, [---] engagements


"Very strong results from Lagercrantz $LAGR. Ill be digging into them in more detail throughout the day"  
[X Link](https://x.com/TLM_Capital/status/1946096682531193278)  2025-07-18T06:36Z [---] followers, [---] engagements


"Concentrix Corporation aumenta el dividendo un 10%. La rentabilidad por dividendo de $CNXC es del 15% y la accin cay un 44% YTD #dividends"  
[X Link](https://x.com/TLM_Capital/status/1707295146126069939)  2023-09-28T07:24Z [---] followers, [--] engagements


"You nailed it with the shareholder base How a company acts attracts certain investors and to win long term you need the right ones Dear Shareholder and Quality Shareholders highlight this well $LOTB.BR and $CSU are a great example: long-term focus strong reinvestment no noise Also depends on the shareholder base and the nature of the business (risk of getting disrupted experiencing fast front-loaded growth). For instance Lotus Bakeries $LOTB.BR has enjoyed solid compounding (20% per annum) with limited drawdowns. It's kind of the $CSU in the world Also depends on the shareholder base and the"  
[X Link](https://x.com/TLM_Capital/status/1938937561361031472)  2025-06-28T12:28Z [---] followers, [---] engagements


"Actualmente el portfolio est compuesto por nicamente [--] posiciones Teva Pharmaceutical $TEVA TSMC $TSM Krystal Biotech $KRYS Powell Industries $POWL Embraer $EMBR Abrimos posicin en Powell Industries $POWL Abrimos posicin en Powell Industries $POWL"  
[X Link](https://x.com/TLM_Capital/status/2012281907170378049)  2026-01-16T21:52Z [---] followers, [---] engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

### Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._ 
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._ 
+ **start**: _The start time (unix timestamp) to go back to._ 
+ **end**: _The end time (unix timestamp) to stop at._ 

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```



Example response:

```json
{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}
```

Schema:

+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions




---

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