# ![@TimelessCpnd Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1055142893688680449.png) @TimelessCpnd Timeless Compounders

Timeless Compounders posts on X about $otis, business, $gnrc, $atco the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1055142893688680449/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1055142893688680449/c:line/m:interactions.svg)

- [--] Week [---] -42%
- [--] Month [-----] -74%
- [--] Months [------] +32%
- [--] Year [------] +59%

### Mentions: [--] [#](/creator/twitter::1055142893688680449/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1055142893688680449/c:line/m:posts_active.svg)

- [--] Week [--] -38%
- [--] Month [--] -28%
- [--] Months [---] +28%
- [--] Year [---] +29%

### Followers: [---] [#](/creator/twitter::1055142893688680449/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1055142893688680449/c:line/m:followers.svg)

- [--] Week [---] +0.36%
- [--] Month [---] +3.90%
- [--] Months [---] +37%
- [--] Year [---] +95%

### CreatorRank: [---------] [#](/creator/twitter::1055142893688680449/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1055142893688680449/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  51.46% [cryptocurrencies](/list/cryptocurrencies)  27.18% [finance](/list/finance)  26.21% [countries](/list/countries)  15.53% [luxury brands](/list/luxury-brands)  3.88% [technology brands](/list/technology-brands)  3.88% [automotive brands](/list/automotive-brands)  2.91% [fashion brands](/list/fashion-brands)  2.91% [travel destinations](/list/travel-destinations)  0.97%

**Social topic influence**
[$otis](/topic/$otis) #3, [business](/topic/business) 7.77%, [$gnrc](/topic/$gnrc) 7.77%, [$atco](/topic/$atco) 7.77%, [growth](/topic/growth) 6.8%, [$cat](/topic/$cat) 6.8%, [$cmi](/topic/$cmi) 6.8%, [china](/topic/china) 5.83%, [$knebv](/topic/$knebv) 5.83%, [$unp](/topic/$unp) #29

**Top accounts mentioned or mentioned by**
[@valuewizard](/creator/undefined) [@invest091](/creator/undefined) [@value_wizard](/creator/undefined) [@investsmart94](/creator/undefined) [@olensrud](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@sempiternoinv](/creator/undefined) [@benifch](/creator/undefined) [@nordicopps](/creator/undefined) [@arneulland](/creator/undefined) [@thetinycio](/creator/undefined) [@mattlindsay](/creator/undefined) [@mathlonning](/creator/undefined) [@karstresearch](/creator/undefined) [@mike10947310](/creator/undefined) [@accruedint](/creator/undefined) [@mrmarketmis](/creator/undefined) [@qcompounding](/creator/undefined) [@renesellmann](/creator/undefined) [@buddsoddwr](/creator/undefined)

**Top assets mentioned**
[Otis Worldwide Corp (OTIS)](/topic/$otis) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [CatCoin (CAT)](/topic/$cat) [Cummins Inc. (CMI)](/topic/$cmi) [UNIPOLY (UNP)](/topic/$unp) [Canadian Pacific Railway (CP)](/topic/$cp) [Eagle Materials, Inc. (EXP)](/topic/$exp) [Carrier Global Corp (CARR)](/topic/$carr) [Ferguson plc (FERG)](/topic/$ferg) [Watsco, Inc. (WSO)](/topic/$wso) [Union Pacific Corporation (UNP)](/topic/union-pacific) [Ferro (FER)](/topic/$fer) [Effect.AI (EFX)](/topic/$efx) [Osisko Gold Royalties Ltd (OR)](/topic/$or) [Bridge Mutual (BMI)](/topic/$bmi) [AME Chain (AME)](/topic/$ame) [Nordson, Corp. (NDSN)](/topic/$ndsn) [Heima (HEI)](/topic/$hei) [Cognex, Corp. (CGNX)](/topic/$cgnx) [Good Games Guild (GGG)](/topic/$ggg) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Linde PLC (LIN)](/topic/$lin) [ArchLoot (AL)](/topic/$al) [Metadium (META)](/topic/$meta) [S&P Global Inc (SPGI)](/topic/$spgi) [Msci Inc (MSCI)](/topic/$msci) [GE Vernova Inc. (GEV)](/topic/$gev) [Energizer Holdings, Inc (ENR)](/topic/$enr) [Decentral Games (DG)](/topic/$dg) [Ferrari N.V. (RACE)](/topic/$race) [MultiBank Group (MBG)](/topic/$mbg) [Emerson Electric Co. (EMR)](/topic/$emr) [Bowman Consulting Group Ltd. (BWMN)](/topic/$bwmn) [Comfort Systems USA, Inc. (FIX)](/topic/$fix)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Lot of weekend hype on Ferrari $RACE (Ferrari) but struggling to verify the thesis [--] Consensus EPS growth 10% (2025-27) [--] [----] Fwd PE of 30x & FCF Yield 3% Classic Marks lesson here: There is a massive difference between a great company & a great investment 🛑 $MBG $P911"  
[X Link](https://x.com/TimelessCpnd/status/2000265199560151129)  2025-12-14T18:02Z [---] followers, [---] engagements


"Back in Q2 the story was stagnation. Q3 is here and the data is shifting📈 While $OTIS returned to organic growth (+2%) but service customer retention & China drag remains a factor compared to Kone $KNEBV & Schindler $SCHN. New analysis is now live👇 Link in comments $Otis - worried about the 20% drop in new equipment orders in China 📊Dont be not if you understand what really matters in the elevator industry. A Q2 deep dive on Otis vs. $KNYJF (Kone) vs. $SHLAF (Schindler) and why Otis still stands tall: 🧵 https://t.co/ZxAqiPlQEW $Otis - worried about the 20% drop in new equipment orders in"  
[X Link](https://x.com/TimelessCpnd/status/2004502912089858354)  2025-12-26T10:41Z [---] followers, [---] engagements


"🛗 Im long $OTIS but this KONE $KNBEV slide is pure beauty. [--] of the worlds 🔝 [--] tallest buildings equipped by Kone. UltraRope pushing elevator physics to 630m In elevators engineering excellence compounds and compounding occurs over decades 🌱 $TYO $SCHP $SCHN"  
[X Link](https://x.com/TimelessCpnd/status/2004851190597841268)  2025-12-27T09:45Z [---] followers, [---] engagements


"Asset light industrials with low Capex to Free cash flow (2025) $6920 - Lasertec: 4% $CGNX - Cognex: 5% $BMI - Badger Meter: 8.5% $AME - Ametek: 8.5% $GGG - Graco: 9% $NDSN - Nordson: 9% $DPLM - Diploma PLC: 10% $OTIS - Otis: 10.4% $HEI - Heico: 11% $GTT - Gaztransport & Technigaz: 12% $EMR - Emerson Electric: 12.4% $KNEBV - Kone: 12.5% $LRCX - Lam Research: 13% $ITW - Illinois Tool Works: 13% $ASABY - Assa Abloy: 14% $IDXX - IDEXX Lab: 15% $PH - Parker Hannifin: 15% $VRT - Vertiv: 15% $INDT - Indutrade: 15% $HLMA - Halma: 17% $MTD - Mettler-Toledo: 18% $ATCO - Atlas Copco: 20%"  
[X Link](https://x.com/TimelessCpnd/status/2005303796209987841)  2025-12-28T15:44Z [---] followers, [----] engagements


"@investsmart94 I like $WSP will add to the next iteration of the list - $BWMN looks like an engineering/consulting company any thoughts Do you have any other names in mind Comfort Systems $FIX is another one worth mentioning"  
[X Link](https://x.com/TimelessCpnd/status/2005322394421125429)  2025-12-28T16:58Z [---] followers, [---] engagements


"2025 Tax-Loss Harvesting today: ✅ Realized gains: Eagle materials $EXP ➕ Builders First Source $BLDR ❌ Offset losses: Otis $OTIS I still believe in the elevator service moat but tax efficiency is a core part of the compounding process. 📉📈"  
[X Link](https://x.com/TimelessCpnd/status/2005675702478352831)  2025-12-29T16:22Z [---] followers, [---] engagements


"AI just split the cooling business into two lanes: Macro vs. Micro. The Macro-Cooling: Carrier $CARR build the massive chillers outside to deliver the cold water. The Micro-Cooling crew: Vertiv $VRT and Schneider $SU.PA get that water inside the rack and up to the hot chips"  
[X Link](https://x.com/TimelessCpnd/status/1977377613619335455)  2025-10-12T14:15Z [---] followers, [----] engagements


"🚨 Ferguson $FERG Plunges 9%: Despite non-Resi outperforming with +12% // some bad news took over especially in HVAC: [--] US Resi Revenue 🔻 1% [--] HVAC 🔻 6% (was supposed to be a growth area) [--] Canada Profit 🩸 -30% YoY More on each point 👇 $CARR $WSO $CNM $FAST $GWW"  
[X Link](https://x.com/TimelessCpnd/status/1998517769227366641)  2025-12-09T22:19Z [---] followers, [---] engagements


"@Value_wizard $LIN Linde is a king in terms of FCF predictability - I like Indutrade a lot but feel valuation is a bit stretched no"  
[X Link](https://x.com/TimelessCpnd/status/2006118920835510493)  2025-12-30T21:43Z [---] followers, [---] engagements


"Thats a great point Ole. Like the point about the automation side. The Epiroc/ABB partnership is a big dealtheyre basically co-developing the "brain/electrification" side for these mines to cut emissions and costs. As for $INVEB I always found it too diversified but probably betting on the whole "Nordic Engineering" squadEpiroc Atlas Copco and ABB all in one might definitely be a smoother ride than picking just Epiroc. Thx 😊🙏 https://twitter.com/i/web/status/2009188726073704488 https://twitter.com/i/web/status/2009188726073704488"  
[X Link](https://x.com/TimelessCpnd/status/2009188726073704488)  2026-01-08T09:01Z [---] followers, [---] engagements


"@thetinycio Yeah insane bad for entrepreneurship and value Creation - they want a Europe of capital but it starts with removing these crazy stupid unpredictable rules that each European country is beating the other in terms of creativity"  
[X Link](https://x.com/TimelessCpnd/status/2019513585412821392)  2026-02-05T20:48Z [---] followers, [--] engagements


"📉 $LIN had an ugly day. Sits well below its 100-day MA After weeks of decline shares are sitting near 52-week lows but long-term fundamentals still intact in my view ✔ CEO just bought $ 1M worth of shares today $ADP $AL $AL.PA"  
[X Link](https://x.com/TimelessCpnd/status/1998143776469201144)  2025-12-08T21:32Z [---] followers, [---] engagements


"My infra plays: VINCI $DG.PA (long-duration concessions inflation-linked FCF) VOPAK $VPK.AS (critical energy & chemical storage) UNION PACIFIC $UNP (US east-west coast) CANADIAN PACIFIC $CP (only rail linking CanadaUSMexico). Top watch: FERROVIAL $FER Any additions"  
[X Link](https://x.com/TimelessCpnd/status/2004162876911882669)  2025-12-25T12:10Z [---] followers, [---] engagements


"$VPK.AS VOPAK - 1st infra play 👇 Owns energy storage at key ports Oil 30% of revenues as tanks shift to LNG chemicals feedstock & new ENER India JV (8% of revenues 20% of mkt cap) Long-term contracts at hubs like Rotterdam LNG lock in FCF while mix evolves $VPK My infra plays: VINCI $DG.PA (long-duration concessions inflation-linked FCF) VOPAK $VPK.AS (critical energy & chemical storage) UNION PACIFIC $UNP (US east-west coast) CANADIAN PACIFIC $CP (only rail linking CanadaUSMexico). Top watch: FERROVIAL $FER Any additions My infra plays: VINCI $DG.PA (long-duration concessions"  
[X Link](https://x.com/TimelessCpnd/status/2004234804615917857)  2025-12-25T16:56Z [---] followers, [---] engagements


"The 100% monopoly watchlist: near-total market share in core/all segments is here 👇 1/ National Electricity Grids (Transmission) $ADMr ADMIE Holding $RENE REN - Redes Energticas Nacionais $TRN Terna S.p.A. $RED Redeia Corporacin $NG National Grid plc $ELI Elia Group $ELECPA lectricit de Strasbourg $DEWA Dubai Electricity and Water Authority $POWERGRID Power Grid Corp of India $EBK ENBW ENERGIE BADEN-WRTTEMBERG 2/ Gas Transmission Monopolies $SRG Snam $ENG Enags 3/ Airports Ports & Fixed Links ⚠Many are local monopolies not national monopolies and hence compete for airline routes and capital"  
[X Link](https://x.com/TimelessCpnd/status/2006134958633476231)  2025-12-30T22:47Z [---] followers, [----] engagements


"Vinci $DG.PA just released its [----] results and it is a masterclass in why "Infrastructure Monopolies" are the ultimate generational assets. Even with a massive new tax in France the company is printing more cash than ever. Here is the high-value breakdown for your portfolio: [--] The "Cash Flow" King 👑 Vinci generated a record FCF of [---] Billion in [----]. I really love this as it allows Vinci to buy more assets without taking on dangerous debt. [--] The "Hidden" Growth 📈 Net profit was [---] Billion. It looks flat but it is a "fake" slowdown. France added an exceptional tax that cost Vinci 449"  
[X Link](https://x.com/TimelessCpnd/status/2019501073963110575)  2026-02-05T19:59Z [---] followers, [---] engagements


"Vinci $DG.PA : vient de publier ses rsultats [----] (ce [--] fvrier 2026) et c'est une masterclass de rsilience. Malgr une nouvelle taxe massive en France la machine cash n'a jamais t aussi puissante: [--] Le Roi du Cash-Flow 👑 Vinci a gnr un Free Cash Flow record de [--] milliards deuros en [----]. J"adore car c'est bien ce qui permet Vinci de racheter des aroports et des concessions sans s'endetter dangereusement. [--] La Croissance "Cache" 📈 Le bnfice net affiche [--] Mds. Cela semble stable mais c'est un trompe-l'il. La France a impos une taxe exceptionnelle qui a cot [---] millions deuros Vinci. Sans"  
[X Link](https://x.com/TimelessCpnd/status/2019502250066907488)  2026-02-05T20:03Z [---] followers, [---] engagements


"Today shares of Equifax $EFX and TransUnion $TRU dipped following: [--] FHFA criticism of predatory pricing models. [--] Public scrutiny from Bill Pulte regarding "monopolistic" behavior. If regulatory scrutiny forces a pricing reset the high-margin era for $EFX $TRU and $EXPN may be at risk. I do think these regulatory headwinds are becoming impossible to ignore for $EFX $TRU and $EXPN and moat is possibly little by little cracking. It is facing its most significant structural test in decades. The FHFA is moving toward only requiring [--] reports "bi-merge" immediately cutting 33% of the potential"  
[X Link](https://x.com/TimelessCpnd/status/2008555325138330105)  2026-01-06T15:04Z [---] followers, [---] engagements


"Crazy aftermarket figures from Epiroc $EPI and Sandvik $SAND ⛏ In [----] figures proved again the aftermarket powerhouses they both are. 🔹 Epiroc (Group Level) Aftermarket (Service/Tools): 63% 📈 Hardware (Equipment): 37% 🔹 Sandvik (Mining & Rock Division) Aftermarket (Parts/Service): 65% ⚙ Hardware (Equipment): 35% For Sandvik at group level aftermarket share went from 31% in [----] to 44% in [----] $CAT https://twitter.com/i/web/status/2008986644435882450 https://twitter.com/i/web/status/2008986644435882450"  
[X Link](https://x.com/TimelessCpnd/status/2008986644435882450)  2026-01-07T19:38Z [---] followers, [---] engagements


"The 10% drop in Schindler $SCHN.SW today is a vital moment for our community following Otis $OTIS to separate the noise from the business. 🏗📉 [--] The "China Construction" weights Schindlers orders fell by 4.1% because new elevator installations in China are shrinking (down over 10% in 2025). If your business depends on building new skyscrapers in a property crisis you get hit. [--] The Service is not very clear cut While new sales are hard Modernization (upgrading old elevators) is booming. Schindlers modernization orders were actually up 19%. Yet it is not considered the leading player in the"  
[X Link](https://x.com/TimelessCpnd/status/2021684553337762173)  2026-02-11T20:35Z [---] followers, [---] engagements


"Generac $GNRC the most famous generator company is losing while the others are winning because of the shift from residential to industrial-scale power"  
[X Link](https://x.com/TimelessCpnd/status/2004980470564659238)  2025-12-27T18:19Z [---] followers, [---] engagements


"In terms of business quality I think with Caterpillar they are best-in-class. Cummins is "integrated" and builds the engines alternators and software in-house. This makes their systems the top choice for heavy industries and big data centers that need perfect reliability When it comes to outlook I would say it looks very strong in power supply. The truck market is currently slow but the data center business is boomingexpected to grow substantially to the difference of Generac that is traditionally residential player and in my view is winning "leftover" business; $CMI is with $CAT the primary"  
[X Link](https://x.com/TimelessCpnd/status/2005212241176490243)  2025-12-28T09:40Z [---] followers, [--] engagements


"@joinyellowbrick @__MattLindsay @mathlonning @KarstResearch @Mike10947310 @accrued_int thanks for sharing the $OTIS piece"  
[X Link](https://x.com/TimelessCpnd/status/2006117403793510653)  2025-12-30T21:37Z [---] followers, [---] engagements


"@MrMarketMis very interesting company. Speaking out loud What was the behind the price again in early November. Also wondering to what extent their portfolio meet the need of utilities for large / mega trasformers where you have Hitachi Siemens etc"  
[X Link](https://x.com/TimelessCpnd/status/2006323345642439124)  2025-12-31T11:15Z [---] followers, [--] engagements


"Very nice picks we own more or less the same businesses 😄 - did not include $UNP given the strict monopoly definition - but definitely some elements of a monopoly and I also own it. What is your take on $ICE and the Texas stock exchange initiative + competition from other exchange places for IPO Just sold $ASML https://twitter.com/i/web/status/2006394964855362010 https://twitter.com/i/web/status/2006394964855362010"  
[X Link](https://x.com/TimelessCpnd/status/2006394964855362010)  2025-12-31T16:00Z [---] followers, [---] engagements


"Atlas Copco $ATCO has been on a quiet acquisition spree. I analyzed all 30+ acquisitions they made in 2025from AI vision in Portugal to specialty rental in the US. The pattern is clear: a massive shift toward "Last Mile" distribution local rental and service-heavy recurring revenue - see below article 👇👇 https://open.substack.com/pub/timelesscompounders/p/atlas-copcos-2025-m-and-a-machiner=51ef8d&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/TimelessCpnd/status/2006419166467666325)  2025-12-31T17:36Z [---] followers, [----] engagements


"@QCompounding Look at Atlas Copco $Atco I am analyzing their 30+ acquisitions in [----] in the below post https://x.com/i/status/2006419166467666325 https://x.com/i/status/2006419166467666325"  
[X Link](https://x.com/TimelessCpnd/status/2006650802673430673)  2026-01-01T08:56Z [---] followers, [--] engagements


"@ReneSellmann @Buddsoddwr Something that could be of interest in this respect is Atlas Copco $ATCO I analyzed their 30+ acquisitions in [----] in the below post and crazy efficient acquisition machine https://x.com/i/status/2006419166467666325 https://x.com/i/status/2006419166467666325"  
[X Link](https://x.com/TimelessCpnd/status/2006651852788740413)  2026-01-01T09:00Z [---] followers, [--] engagements


"@Sempiterno_Inv Valuation wise how do you see $BN Like indeed the diversification idea that it brings"  
[X Link](https://x.com/TimelessCpnd/status/2006738205559894345)  2026-01-01T14:44Z [---] followers, [---] engagements


"@Sempiterno_Inv @capital_in_soup $BLDR is a wide moat great fit that is clearly in the bottom of the cycle and best time to buy. However not sure it is an easy bite to swallow. What do you think"  
[X Link](https://x.com/TimelessCpnd/status/2008174200310071566)  2026-01-05T13:50Z [---] followers, [---] engagements


"@RedEaglePatriot We will ask Turkey to show up the same way in Armenia. Let's see how funny you would find that"  
[X Link](https://x.com/TimelessCpnd/status/2008265221056721059)  2026-01-05T19:51Z [---] followers, [--] engagements


"President Trump just issued a major warning to the defense industry: No more stock buybacks or dividends until production speeds up. 🛑🏗 $LMT (Lockheed Martin) $RTX (RTX/Raytheon) $NOC (Northrop Grumman) $GD (General Dynamics) $BA (Boeing)"  
[X Link](https://x.com/TimelessCpnd/status/2009003653072605314)  2026-01-07T20:46Z [---] followers, [----] engagements


"Railroad stocks $CP $UNP hit hard today for two majors news First the Surface Transportation Board proposed a new rule to boost competition. The STB today said it aims to repeal regulations that have effectively prevented sole-served carload and bulk shippers from seeking access to a second railroad. In other words under reciprocal switching a shipper served by only one railroad can ask the STB to require that railroad to hand the traffic over to another carrier at a nearby interchange effectively giving the shipper a competitive option without building a second rail line. This is a clear"  
[X Link](https://x.com/TimelessCpnd/status/2009010872639779243)  2026-01-07T21:14Z [---] followers, [---] engagements


"@invest091 I know you are a big fan of $UNP and so I - did you see the STB proposal - could be a big hit to railroads"  
[X Link](https://x.com/TimelessCpnd/status/2009011412518228026)  2026-01-07T21:17Z [---] followers, [---] engagements


"@Guyotat212563 It definitely feels like a setback after a good start to the year. Do you think the regulatory news is just a short-term dip or is there more to worry about"  
[X Link](https://x.com/TimelessCpnd/status/2009190403891990966)  2026-01-08T09:08Z [---] followers, [--] engagements


"@invest091 @DD17_Capital Thx all sounds like I have some readings and work to do. On valuation seems to me today's price is still a bit too high not to say it does not come up with any margin of safety"  
[X Link](https://x.com/TimelessCpnd/status/2009193692981260539)  2026-01-08T09:21Z [---] followers, [--] engagements


"@LatticeInvestor Really a great business. It has performed very well lately. It was a clear buying opportunity a couple of months ago. Are you confident buying at current levels"  
[X Link](https://x.com/TimelessCpnd/status/2009193964621209797)  2026-01-08T09:22Z [---] followers, [--] engagements


"Because Monday January [--] is Martin Luther King Jr. Day U.S. markets will be closed meaning the first reaction to the "Greenland Tariffs" will occur in European markets on Monday with U.S. price action following on Tuesday $TSLA $ASML $NVDA $AMZN $SAP $NVO $META"  
[X Link](https://x.com/TimelessCpnd/status/2012653426690204008)  2026-01-17T22:29Z [---] followers, [---] engagements


"Mota-Engil $EGL is the premier play for the infrastructure boom in Africa and Latin America. Here is a breakdown of why they dominate these regions: 🌍 Why Africa (The High-Margin Engine) Most Western firms are terrified of African "risk." Mota-Engil thrives in it. They are the #1 non-Chinese contractor on the continent. 🔸The Margin Edge: While European construction margins are 5-8% $EGL achieves 25% EBITDA margins in Africa. Why Because they have the local machinery logistics and political relationships that others can't replicate. 💰 🔸Strategic Assets: They aren't just building roads;"  
[X Link](https://x.com/TimelessCpnd/status/2014987365618442654)  2026-01-24T09:03Z [---] followers, [---] engagements


"🚀Is Otis $OTIS executing a winning strategy Will modernization & service outweigh China weakness Are cost savings & capital returns enough to drive EPS growth Lets discuss $OTIS OUTLOOK  $KNEBV $KNYJY $SCHN $SDLRY 🧵👇"  
[X Link](https://x.com/TimelessCpnd/status/1884586964256542949)  2025-01-29T12:58Z [---] followers, [---] engagements


"Atlas Copco $ATCO 11th acquisition of 2025: Clearpro Australian-based specialty water treatment rental company 💧 In total: [--] completed acquisitions in [----] for Atlas Copco. Atlas Copco $ATCO 10th acquisition of 2025: PCS Indiana-based compressed air distributor serving the U.S. market 💨 In total: 🔟 Completed acquisitions in [----] for Atlas Copco Atlas Copco $ATCO 10th acquisition of 2025: PCS Indiana-based compressed air distributor serving the U.S. market 💨 In total: 🔟 Completed acquisitions in [----] for Atlas Copco"  
[X Link](https://x.com/anyuser/status/1922013488861348258)  2025-05-12T19:38Z [---] followers, [----] engagements


"@01Core_Ben No eagle materials"  
[X Link](https://x.com/TimelessCpnd/status/1928577697556365591)  2025-05-30T22:22Z [---] followers, [--] engagements


"⚠ I fail to understand how you can reach such a conclusion especially with respect to Schindler vs Otis if you have properly compared Q2 results of the [--] main elevator players $otis $KNEBV $SCHP 🙄 My full review of the Q2 results on link below 👇 https://x.com/TimelessCpnd/status/1949533269466521985t=eBiZTl1X1N2CxS93Q5XjDg&s=19 $Otis - worried about the 20% drop in new equipment orders in China 📊Dont be not if you understand what really matters in the elevator industry. A Q2 deep dive on Otis vs. $KNYJF (Kone) vs. $SHLAF (Schindler) and why Otis still stands tall: 🧵 https://t.co/ZxAqiPlQEW"  
[X Link](https://x.com/TimelessCpnd/status/1949754102503657832)  2025-07-28T08:49Z [---] followers, [----] engagements


"🧵 Eagle Materials Q1 FY2026 Earnings: $EXP is flexing pricing power in aggregates and holding steady in cement but margin compression and ballooning costs to watch out. EPS down EBITDA down but the tone stays bullish. Here is why 👇👇"  
[X Link](https://x.com/TimelessCpnd/status/1950180267357810970)  2025-07-29T13:03Z [---] followers, [---] engagements


"1/ 💼 Eagle Materials (EXP) posted Q1 FY26 revenue of $634.7Man all-time Q1 record up 4% YoY and beating estimates. But EPS slipped 5% to $3.76 and net income dropped 8%. Top-line wins but profitability under pressure"  
[X Link](https://x.com/TimelessCpnd/status/1950180269295558827)  2025-07-29T13:03Z [---] followers, [--] engagements


"Eagle materials $EXP acquisition of Bullskin $152.5M delivered essentially most of Eagles Q1 aggregates growth: 117% volume increase 13% price/ton rise. Full review of the results 👇👇💥 $MLM $VMC $CX 🧵 Eagle Materials Q1 FY2026 Earnings: $EXP is flexing pricing power in aggregates and holding steady in cement but margin compression and ballooning costs to watch out. EPS down EBITDA down but the tone stays bullish. Here is why 👇👇 🧵 Eagle Materials Q1 FY2026 Earnings: $EXP is flexing pricing power in aggregates and holding steady in cement but margin compression and ballooning costs to"  
[X Link](https://x.com/TimelessCpnd/status/1950206284881354759)  2025-07-29T14:46Z [---] followers, [---] engagements


"@DurableCreators Dev kantesariq in one podcast mentions this and takes precisely the $SPGI exemple to explain how some companies just deteriorate the overall quality of the business instead of staying focused"  
[X Link](https://x.com/TimelessCpnd/status/1978548614847742335)  2025-10-15T19:48Z [---] followers, [---] engagements


"If you had to cut your Equifax $EFX position where would you re-allocate funds $MSCI $SPGI $MCO MSCI Moody's/ S&P global Other (indicate below) MSCI Moody's/ S&P global Other (indicate below)"  
[X Link](https://x.com/TimelessCpnd/status/1982036130166927559)  2025-10-25T10:46Z [---] followers, [---] engagements


"🚨 NEW: Q3 - [--] Otis Deep Dive Service margin record modernization boom but a service retention Leak Despite 25.5% service margin management admits fixing service retention is a long journey How does it compare to Kone $KNEBV & Schindler $SCHN https://open.substack.com/pub/timelesscompounders/p/q3-2025-otis-deep-dive-a-servicer=51ef8d&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/timelesscompounders/p/q3-2025-otis-deep-dive-a-servicer=51ef8d&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/TimelessCpnd/status/2004501069293121767)  2025-12-26T10:34Z [---] followers, [---] engagements


"Clear and loud - Atlas Copco $ATCO Q4-25 results disappoint and frankly do not seem to justify the current valuation. Exceptional dividend is acting as a safety net otherwise stock should have honestly been down a lot - Let's not forget this is a stock that is up 12% YTD - Will get you my detailed review soon https://twitter.com/i/web/status/2016145455860621339 https://twitter.com/i/web/status/2016145455860621339"  
[X Link](https://x.com/TimelessCpnd/status/2016145455860621339)  2026-01-27T13:45Z [---] followers, [---] engagements


"Fair points to raise. While I do not engage on article behind paywalls I note the following: On Muddy Waters: as of now there is no publicly released short report the thesis is inferred mainly from litigation-related filings and third-party commentary. The concerns seem to focus on cash-flow quality leverage and the share of profits going to non-controlling interests which are valid areas to scrutinise. That said the companys reported results are audited EBITDA and backlog have grown materially and theres no allegation of fraud its a valuation / balance-sheet debate rather than an accounting"  
[X Link](https://x.com/TimelessCpnd/status/2017560431607296141)  2026-01-31T11:27Z [---] followers, [--] engagements


"@European_DGI Beautiful - Euronext is a top buy for me as well. On a downard trend which I hope will continue to be able to add at more attractive prices"  
[X Link](https://x.com/TimelessCpnd/status/2017560885695320339)  2026-01-31T11:29Z [---] followers, [--] engagements


"@CompTortoise @chriswmayer Many seem to have a different view about the company - https://finance.yahoo.com/news/oreilly-automotive-covered-red-flags-140003855.html https://finance.yahoo.com/news/oreilly-automotive-covered-red-flags-140003855.html"  
[X Link](https://x.com/TimelessCpnd/status/1810070645272645859)  2024-07-07T21:57Z [---] followers, [---] engagements


"The global elevator market is projected to grow at a CAGR of 6.7% from [----] to [----] reaching a value of $180 billion by [----]. My top pick is Otis $Otis rather than Kone $KNEBV or Schindler $SCHN.SW Curious why A deep dive is coming soon @LibrarianCap"  
[X Link](https://x.com/TimelessCpnd/status/1873763748563018138)  2024-12-30T16:11Z [---] followers, [---] engagements


"@Benif_ch Love the list eyeing Nestl as a good defensive stock. The recent drop might be an opportunity. As a french the company keeps popping up on the news bc of their bottled water issues in particular Perrier brand. Any insights to share Did u write something about the company"  
[X Link](https://x.com/TimelessCpnd/status/1873812423200670197)  2024-12-30T19:24Z [---] followers, [--] engagements


"@Benif_ch Great pointsagree on the $OR.PA stake adding value (I own it). On water could they pivot to premium/functional waters improve margins Also how do you see other segments driving growth & their reaction to ongoing consolidation: Mars Mondelez/Hershey ( $MARS $HSY $MDLZ)""  
[X Link](https://x.com/TimelessCpnd/status/1873820858005020988)  2024-12-30T19:58Z [---] followers, [---] engagements


"🚨📷 Big shake-up at l'Oral $LRLCY $OR $OR.PA Remember LOrals largest M&A deal ever was acquiring AESOP last year. Today bad news hits: AESOPs CEO Michael OKeefe has resigned. 📰📛 Details here 👉 https://luxus-plus.com/loreal-luxe-michael-okeefe-lache-les-renes-daesop/ https://luxus-plus.com/loreal-luxe-michael-okeefe-lache-les-renes-daesop/"  
[X Link](https://x.com/TimelessCpnd/status/1877660404303695887)  2025-01-10T10:15Z [---] followers, [----] engagements


"📈 🔜Excited to join the Izertis $IZER journey🤝: 🔸Consistent Growth: Revenue from 17M in [----] to 121.3M in [----] 🚀 🔸Bright Future: 250M revenue & 33M EBITDA by [----] 🌟 🔸Strong Financials: Normalized EBITDA margin improved from 9.5% in [----] to 15.4% in [----]. 💰"  
[X Link](https://x.com/TimelessCpnd/status/1881824143206912093)  2025-01-21T22:00Z [---] followers, [---] engagements


"We often think about Scandinavia for quality businesses but Spain is a great hunting grounds too 🕵♂✨ - here are [--] examples👇 Clnica Baviera 👁 Inditex 👚 Izertis 💻 Aena 🛫 $CBAV $IZER $ITX $AENA"  
[X Link](https://x.com/TimelessCpnd/status/1882498146858869201)  2025-01-23T18:38Z [---] followers, [---] engagements


"@Searching4QC @kilybambino @TBE_Sniper @yetundiscovered @Town_Investor @Inversor_IBEX @BerkelKip @pedroleongarci2 $IZER FY27 EBITDA margin might be decreasing as they could be pursuing less profitable business to gain share & improve margin later. Expansion & brand building are costly Add: possible conservative assumption & company becomes a bit less efficient as it grows which is normal"  
[X Link](https://x.com/TimelessCpnd/status/1884310796462875094)  2025-01-28T18:41Z [---] followers, [---] engagements


"L'Oral $OR $OR.PA : trying to read between the lines what could be the situation for Aesop after the surprising departure of its CEO and founder 👇👇 ➡ PR highlights : "record operating marginat 20.0%(+20bps and +40bps excluding Aesop)." 🚨📷 Big shake-up at l'Oral $LRLCY $OR $OR.PA Remember LOrals largest M&A deal ever was acquiring AESOP last year. Today bad news hits: AESOPs CEO Michael OKeefe has resigned. 📰📛 Details here 👉 https://t.co/jxl7dTB9tP https://t.co/WmunuZbebh 🚨📷 Big shake-up at l'Oral $LRLCY $OR $OR.PA Remember LOrals largest M&A deal ever was acquiring AESOP last year."  
[X Link](https://x.com/TimelessCpnd/status/1887742816748536033)  2025-02-07T05:58Z [---] followers, [---] engagements


"🚨 LOral $OR.PA $OR takes a minority stake in Amouage expanding its footprint in high-end & ultra-luxuy perfumery. 💎✨ 🔥"  
[X Link](https://x.com/TimelessCpnd/status/1887748208643760184)  2025-02-07T06:20Z [---] followers, [---] engagements


"@LP_Actionnaire T'as une watchlist De mon ct je tiens Ferrovial et Aena tout en haut de ma liste. Je suis expos via Vinci et Canadian Pacific"  
[X Link](https://x.com/TimelessCpnd/status/1922673916562010425)  2025-05-14T15:22Z [---] followers, [---] engagements


"1/ Robertet ( $RBT a French global leader in natural raw materials for fragrances & flavors) reported a +7.7% increase in H1 [----] revenue hitting [-----] million 💰 That's +7.1% at constant scope and an impressive +9.2% organic growth at constant exchange rates 🚀"  
[X Link](https://x.com/TimelessCpnd/status/1949424322155532751)  2025-07-27T10:59Z [---] followers, [---] engagements


"We flagged that Atlas Copco is gearing up on acquisition size (below post 👇) Today $ATCO is acquiring National Tank & Equipment a Houstonbased fluidtransfer and storage rental specialist generating $218 M in [----] revenue with [---] employees $BCHN 🚨 $ATCO ramping up on M&A size: 📦 Last [--] dealsKyungwon (40 M) & ABC (84 M)are sizeable. 💥 ABC is the largest acquisition since National Pump (Jun [----] [---] M). 🔧 In Compressor Technique its the largest reported Atlas copco deal since Leybold (Sep 2016) 🚨 $ATCO ramping up on M&A size: 📦 Last [--] dealsKyungwon (40 M) & ABC (84 M)are sizeable. 💥 ABC"  
[X Link](https://x.com/TimelessCpnd/status/1951053760597578031)  2025-07-31T22:54Z [---] followers, [---] engagements


"@KNomis2 Sorry why are you considering to drop $TUI any specific reason"  
[X Link](https://x.com/TimelessCpnd/status/1962171441241035031)  2025-08-31T15:11Z [---] followers, [--] engagements


"@vic_investing What is you thesis on $TUI their competitive advantage in your views is this a long term hold for you and at what point the the cycle are they (is their a parralel to be done with Yachts stocks the boom post COVID and subsequent decline/normalization) Grateful for any input"  
[X Link](https://x.com/TimelessCpnd/status/1962179351799009636)  2025-08-31T15:43Z [---] followers, [---] engagements


"🚨 PORTFOLIO UPDATE 🚨 Just added [--] strategic European Small/Mid-Caps that I believe offer good long-term value: [--] Keller Group plc $KLR [--] Kalmar Oyj $KALMAR [--] Fielmann Group AG $FIE Curious to know why these [--] and what is the Moat of each"  
[X Link](https://x.com/TimelessCpnd/status/1989759586832978440)  2025-11-15T18:17Z [---] followers, [---] engagements


"@olensrud I own both. $fie is new in portoflio very small position. However really like the US expansion - extremely well known example of these brands that become the word for the product in Germany apparently. Looked at Synsam but ultimately liked the Fielmann scale"  
[X Link](https://x.com/TimelessCpnd/status/1993787599878803938)  2025-11-26T21:03Z [---] followers, [---] engagements


"❄ HVAC : Down 6% Despite being a strategic priority (& acquiring Moore Supply - Chicago) $FERG HVAC sales down 6% YoY: 🔸Transition to new efficiency standards causing friction ⚙ 🔸"pressured consumer" pulling back from renovation 💸 Bad for a supposed growth focus area $WSO"  
[X Link](https://x.com/TimelessCpnd/status/1998517772104688015)  2025-12-09T22:19Z [---] followers, [--] engagements


"Ferguson - $ferg when I pull out this slide from previous quarter with HVAC up 10% and labelled growth area while in today earnings HVAC is down 6% I start wondering 🤔 despite Ferguson management stressing repeatedly how bullish they are on this segment long term 🐂 $WSO $CARR 📈 Ferguson $FERG is leaning into key growth areas 🔸HVAC: Q3 +10% 550+ conversions done 🔸Waterworks: Q3 +12% tackling aging infrastructure 🔸Large Projects: Q3 non-resi +7% strong partnerships Only regret not owning more. https://t.co/VxQVG6heng 📈 Ferguson $FERG is leaning into key growth areas 🔸HVAC: Q3 +10% 550+"  
[X Link](https://x.com/TimelessCpnd/status/1998519320868172200)  2025-12-09T22:25Z [---] followers, [---] engagements


"Given grid connection delays industry is turning to aircraft-grade turbines and generators to stay online Siemens Energy - $ENR +137.5% GE Vernova - $GEV +95.7% EnerSys - $ENS +63.9% Caterpillar - $CAT +62.0% Cummins - $CMI +49.3% Generac - $GNRC -10.5% Is Generac's -10% a buying opportunity https://twitter.com/i/web/status/2004980464973734215 https://twitter.com/i/web/status/2004980464973734215"  
[X Link](https://x.com/TimelessCpnd/status/2004980464973734215)  2025-12-27T18:19Z [---] followers, [---] engagements


"Companies like $GEV and $ENR are repurposing jet engine tech for ground power because it's faster to deploy than building a power plant"  
[X Link](https://x.com/TimelessCpnd/status/2004980468324933740)  2025-12-27T18:19Z [---] followers, [---] engagements


"@PalmerSadlowski $CAT & $CMI sell power as infrastructure (certified mission-critical industrial uptime). $GNRC sells backup as a product (residential discretionary). My impression is that markets rerated who cant be switched off. ⚡ Just posted on this today"  
[X Link](https://x.com/TimelessCpnd/status/2005003845974589623)  2025-12-27T19:52Z [---] followers, [--] engagements


"@wallstengine Not sure Caterpillar $CAT & Cummins $CMI sell power as infrastructure (certified mission-critical industrial uptime). $GNRC sells backup as a product (residential discretionary). My impression is that markets rerated who cant be switched off. ⚡ Just posted on this today"  
[X Link](https://x.com/TimelessCpnd/status/2005004203840987277)  2025-12-27T19:53Z [---] followers, [--] engagements


"@_LongVol Not sure Caterpillar $CAT & Cummins $CMI sell power as infrastructure (certified mission-critical industrial uptime). $GNRC sells backup as a product (residential discretionary). My impression is that markets rerated who cant be switched off. ⚡ Just posted on this today"  
[X Link](https://x.com/TimelessCpnd/status/2005004355351838763)  2025-12-27T19:54Z [---] followers, [--] engagements


"Not sure Caterpillar $CAT & Cummins $CMI sell power as infrastructure (certified mission-critical industrial uptime). $GNRC sells backup as a product (residential discretionary). My impression is that markets rerated who cant be switched off. ⚡ Viens Just posted on this today https://twitter.com/i/web/status/2005004785326649664 https://twitter.com/i/web/status/2005004785326649664"  
[X Link](https://x.com/TimelessCpnd/status/2005004785326649664)  2025-12-27T19:56Z [---] followers, [--] engagements


"@dissectmarkets Not sure Caterpillar $CAT & Cummins $CMI sell power as infra (certified mission-critical industrial uptime). $GNRC sells backup as a product (residential/discretionary). My impression is that markets rerated who cant be switched off. ⚡ Views Just posted on this today"  
[X Link](https://x.com/TimelessCpnd/status/2005005219500069160)  2025-12-27T19:57Z [---] followers, [--] engagements


"Absolutely not. What I am saying is that Generac $GNRC traditionally focused on high-volume standardized units for homeowners and small businesses. Cummins $CMI and Caterpillar $CAT are premium brands designed for harsh and industrially demanding environement where you pay for the ability to run the machine continuously for days or weeks at a time. They focus on high-spec customized industrial solutions. You could see it in their portfolio with generator having much much higher power that the largest of Generac. You could also see it when it comes to fuel used: Cummins and Cat dominate in"  
[X Link](https://x.com/TimelessCpnd/status/2005023373840015738)  2025-12-27T21:09Z [---] followers, [--] engagements


"@investsmart94 I love Rollins $Rol their regularity and how they managed to outperform their direct competition in particular the UK giant"  
[X Link](https://x.com/TimelessCpnd/status/2005845485756555360)  2025-12-30T03:36Z [---] followers, [--] engagements


"Well said the service FCF predictability is why I have owned it and continue. That segment makes $OTIS look like an asset light industrial. In my last Q3 I highlight however the retention issue they are facing in the service segment but let's also not forget the massive performance of the modernization business - market focuses too much on new equipment in China in my view. https://twitter.com/i/web/status/2005846774888452434 https://twitter.com/i/web/status/2005846774888452434"  
[X Link](https://x.com/TimelessCpnd/status/2005846774888452434)  2025-12-30T03:41Z [---] followers, [--] engagements


"Honestly on pure moat I would take the following [--] for the following reasons: First $GTT (Gaztransport & Technigaz) A sort of a gatekeeper on global LNG. They own the IP for containment systems with 90%+ market share. With 60%+ margins and near-zero competition Second $IDXX (IDEXX Labs) because of massive switching costs in vet diagnostics. Once their tech is in a clinic the switching costs are so high that customers almost never leave. It is a recurring revenue machine with a massive competitive wall The 3rd would be in my view $HEI (Heico) They sell FAA-approved "generic" aircraft parts."  
[X Link](https://x.com/TimelessCpnd/status/2006010455760793716)  2025-12-30T14:32Z [---] followers, [---] engagements


"As Nordics any one of you guys looked at both or either of these two Or can you advise on any nice pieces to read on these. I am really more and more fascinated by these two. @olensrud @NordicOpps @ArneUlland"  
[X Link](https://x.com/TimelessCpnd/status/2008994956485251464)  2026-01-07T20:11Z [---] followers, [---] engagements


"Wondering why railroad stocks $CP $UNP $CNR $CNI $CSX $NSC are down big today The Surface Transportation Board proposed a new rule reciprocal switching to boost competition. The STB aims to repeal regulations that prevented sole-served carload and bulk shippers from seeking access to a second railroad. In other words a shipper served by only one railroad can ask the STB to require that railroad to hand the traffic over to another carrier at a nearby interchange effectively giving the shipper a competitive option without building a second rail line."  
[X Link](https://x.com/TimelessCpnd/status/2009015577977737522)  2026-01-07T21:33Z [---] followers, [----] engagements


"@Value_wizard @invest091 I am long Equifax $EFX but honestly - believe $FICO is superior. Little hope Vantage score would challenge $FICO"  
[X Link](https://x.com/TimelessCpnd/status/2009192638314938476)  2026-01-08T09:17Z [---] followers, [---] engagements


"@olensrud @NordicOpps @ArneUlland Smart way to have the Wallenbergs doing the heavy lifting for you to cover the blind spot areas"  
[X Link](https://x.com/TimelessCpnd/status/2009321669396213950)  2026-01-08T17:49Z [---] followers, [--] engagements


"@Value_wizard @invest091 Crazy high quality. Own both $msci and $atco - was eying $Alfa"  
[X Link](https://x.com/TimelessCpnd/status/1948727883687456843)  2025-07-25T12:51Z [---] followers, [---] engagements


"🚨 Atlas Copco $ATCO : Strong insider confidence from management & main shareholder 🔷Investor AB $INVE the main shareholder acquired a total of [---] million B shares between July [--] and [--] for [-----] million SEK. 🤝 CEO also bought [-----] B shares on July [--] for [--] million SEK"  
[X Link](https://x.com/TimelessCpnd/status/1949451741541683409)  2025-07-27T12:48Z [---] followers, [---] engagements


"@analystecurieux Honntement je ne capte pas le court-termisme un dcembre calme et puis 4% de chute je pense que le PDG prpare un gros coup avec soit les Nordics ou l'Espagne et ventuellement Francfort si Deutsche Borse se dcide vendre https://x.com/i/status/2009605114760163343 Euronext $ENX 💹 Pour moi la baisse de 3%en raison de la baisse des volumes en dcembre ignore l'essentiel surtout que le PDG Stphane Boujnah prpare dj le coup d'aprs. Voici ce qu'il faut retenir des chiffres de dcembre et pour [----]. S'agissant des chiffres: [--] La https://t.co/1P8fueD7Jy"  
[X Link](https://x.com/TimelessCpnd/status/2010326829853507776)  2026-01-11T12:24Z [---] followers, [--] engagements


"🚨 An insane stock that flies under the radar: $BSY (Bentley Systems). it quietly dominates infrastructure software: 🌉 Roads 💧 Water ⚙ Asset performance and more while $ADSK grab headlines Stretched valuation (FCF yield) but at its best in the last [--] years"  
[X Link](https://x.com/TimelessCpnd/status/1875199660756996365)  2025-01-03T15:16Z [---] followers, [----] engagements


"@Ikkenospes Curious to hear your thoughts on $mmgr"  
[X Link](https://x.com/TimelessCpnd/status/1878872082521714875)  2025-01-13T18:29Z [---] followers, [---] engagements


"✨ Brunello Cucinelli $BC.MI leads the luxury pack 1st to unveil stunning FY24 results: revenue up +12.2% with a record-breaking Q4 turnover of 358M (+11.6% YoY). 📈 The real test for the sector comes Jan [--] [----] when Richemont $CFR.SW reveals FY25 Q3 results"  
[X Link](https://x.com/TimelessCpnd/status/1878927630390677597)  2025-01-13T22:10Z [---] followers, [---] engagements


"💎📈 Richemont $CFR.SW delivers strong Q3 results: sales up 10% highest quarterly revenue of 6.2B Luxury is back on track 🛍💼 Now all eyes on $MC.PA (LVMH) $RMS.PA (Herms) $KER.PA (Kering) and $OR.PA (L'Oral) to confirm the trend. 🚀"  
[X Link](https://x.com/TimelessCpnd/status/1879816662968606863)  2025-01-16T09:03Z [---] followers, [----] engagements


"Richmont $CFR.SW - the incredible results should not hide that Asia Pacific remains a weak spot (-7% YoY) 📉 with China demand still sluggish. Luxury brands rely heavily on Asiacan growth elsewhere offset the lag 🤔 To watch: $CFR $LVMH $KER. $RMS 💎📈 Richemont $CFR.SW delivers strong Q3 results: sales up 10% highest quarterly revenue of 6.2B Luxury is back on track 🛍💼 Now all eyes on $MC.PA (LVMH) $RMS.PA (Herms) $KER.PA (Kering) and $OR.PA (L'Oral) to confirm the trend. 🚀 https://t.co/7gBdPUVwoR 💎📈 Richemont $CFR.SW delivers strong Q3 results: sales up 10% highest quarterly revenue of"  
[X Link](https://x.com/TimelessCpnd/status/1880001731242914229)  2025-01-16T21:18Z [---] followers, [---] engagements


"3 reasons to own AENA $AENA [--] Govt-Endorsed Monopoly : Worlds largest airport operator 🌍 with airports in & & ✈ [--] Dual Revenue Engine: Fees + high-margin retail real estate 🛍 [--] Irreplaceable Infrastructure: Regulatory protection + prime tourist hubs 🔒"  
[X Link](https://x.com/TimelessCpnd/status/1881460492902011102)  2025-01-20T21:55Z [---] followers, [---] engagements


"Bonne nouvelle pour Vinci $DG 📉 La part du FCF provenant de VINCI Autoroutes est passe de [--] % en [----] [--] % en [----] refltant la stratgie du groupe de rduire sa dpendance au secteur autoroutier. 🚗➡📊 $DG.PA"  
[X Link](https://x.com/TimelessCpnd/status/1887760209176584522)  2025-02-07T07:08Z [---] followers, [---] engagements


"Good news for Vinci $DG $DG.PA 📉 The proportion FCF from VINCI Autoroutes dropped from 41% in [----] to 37% in [----] reflecting the group's strategy to reduce reliance on the French highway business. 🚗➡📊 Bonne nouvelle pour Vinci $DG 📉 La part du FCF provenant de VINCI Autoroutes est passe de [--] % en [----] [--] % en [----] refltant la stratgie du groupe de rduire sa dpendance au secteur autoroutier. 🚗➡📊 $DG.PA https://t.co/N4LoHPgLIs Bonne nouvelle pour Vinci $DG 📉 La part du FCF provenant de VINCI Autoroutes est passe de [--] % en [----] [--] % en [----] refltant la stratgie du groupe de rduire sa"  
[X Link](https://x.com/TimelessCpnd/status/1887766272244334650)  2025-02-07T07:32Z [---] followers, [---] engagements


"@espabilaeinv $AENA"  
[X Link](https://x.com/TimelessCpnd/status/1895377486932021705)  2025-02-28T07:36Z [---] followers, [---] engagements


"The king of moat investment Chris Hohn has spoken again in this great podcats 🎤🎙 Covers: $AENA $META $GE $FER $SAF $MSFT Just dropped: A rare conversation with Chris Hohn 🎙 One of the greatest investors of our time 💼 He speaks rarely but when he does every investor listens 👂 Dont miss this one. https://t.co/QGssDf7YJ7 Just dropped: A rare conversation with Chris Hohn 🎙 One of the greatest investors of our time 💼 He speaks rarely but when he does every investor listens 👂 Dont miss this one. https://t.co/QGssDf7YJ7"  
[X Link](https://x.com/TimelessCpnd/status/1922671599200686492)  2025-05-14T15:13Z [---] followers, [---] engagements


"@JomaSilva88 None of them is appealing honestly - either valuation or disruption risk What about you"  
[X Link](https://x.com/TimelessCpnd/status/2004583832536895755)  2025-12-26T16:03Z [---] followers, [--] engagements


"@Value_wizard Crazy how swedish industrials stand out in Europe as very asset light compared to European peers Yet far below some crazy US ones - have a look a this list here - happy to add any names you may have https://x.com/i/status/2005303796209987841 Asset light industrials with low Capex to Free cash flow (2025) $6920 - Lasertec: 4% $CGNX - Cognex: 5% $BMI - Badger Meter: 8.5% $AME - Ametek: 8.5% $GGG - Graco: 9% $NDSN - Nordson: 9% $DPLM - Diploma PLC: 10% $OTIS - Otis: 10.4% $HEI - Heico: 11% https://x.com/i/status/2005303796209987841 Asset light industrials with low Capex to Free"  
[X Link](https://x.com/TimelessCpnd/status/2005999331246231614)  2025-12-30T13:48Z [---] followers, [---] engagements


"Air Liquide $AL $AL.PA 🏭💦 Achat de [--] actions ce dbut d'anne sur des supports majeurs car je reste confiant dans cette bote malgr la conjoncture. [--] Le groupe vient de confirmer son ambition de hausser sa marge oprationnelle d'ici fin [----]. 📈 [--] Bien que facteur secondaire [----] devrait tre l'anne du bonus de 10% + attributions d'actions pseudo gratuites. [--] Une belle acquisition en Core du Sud et des projets destins l'industrie des semi en Asie Puis surtout et a vaut pour tout je ne cherche pas le prochain "coup" j'accumule des actifs dominants/oligopolisques."  
[X Link](https://x.com/TimelessCpnd/status/2008567529548009676)  2026-01-06T15:53Z [---] followers, [---] engagements


"What is not to love about $Otis 1Despite a massive drop in new equipment operating profit margin (-170bps) this margins is still up +30bps overall and +70bps in service 2Guidance revised up and continued massive share repurchase deployment 😍"  
[X Link](https://x.com/TimelessCpnd/status/1983521742707417186)  2025-10-29T13:10Z [---] followers, [---] engagements

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