# ![@TopCornerInvest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1545734868298076160.png) @TopCornerInvest Jorgen - Top Corner Investing⚽️

Jorgen - Top Corner Investing⚽️ posts on X about $atdto, $nvo, $novob, $musa the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1545734868298076160/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1545734868298076160/c:line/m:interactions.svg)

- [--] Week [---] -64%
- [--] Month [-----] -68%
- [--] Months [------] +52%
- [--] Year [------] -71%

### Mentions: [--] [#](/creator/twitter::1545734868298076160/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1545734868298076160/c:line/m:posts_active.svg)

- [--] Week [--] -23%
- [--] Month [--] +26%
- [--] Months [--] +1.70%
- [--] Year [--] -55%

### Followers: [-----] [#](/creator/twitter::1545734868298076160/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1545734868298076160/c:line/m:followers.svg)

- [--] Week [-----] -0.05%
- [--] Month [-----] +0.64%
- [--] Months [-----] +3.30%
- [--] Year [-----] +11%

### CreatorRank: [---------] [#](/creator/twitter::1545734868298076160/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1545734868298076160/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  90% [stocks](/list/stocks)  59% [technology brands](/list/technology-brands)  5% [countries](/list/countries)  4% [cryptocurrencies](/list/cryptocurrencies)  2% [currencies](/list/currencies)  2%

**Social topic influence**
[$atdto](/topic/$atdto) 12%, [$nvo](/topic/$nvo) #271, [$novob](/topic/$novob) 8%, [$musa](/topic/$musa) #1, [growth](/topic/growth) 6%, [investment](/topic/investment) 6%, [$casy](/topic/$casy) 5%, [ceo](/topic/ceo) 5%, [in the](/topic/in-the) 5%, [$wso](/topic/$wso) 4%

**Top accounts mentioned or mentioned by**
[@jerrycap](/creator/undefined) [@quartrapp](/creator/undefined) [@dividenddynasty](/creator/undefined) [@durablecreators](/creator/undefined) [@capitaljurassic](/creator/undefined) [@jay21](/creator/undefined) [@tomsmith839](/creator/undefined) [@thegarpinvestor](/creator/undefined) [@investingbygenz](/creator/undefined) [@drewqjoseph](/creator/undefined) [@elaineywchen](/creator/undefined) [@ifbpodcast](/creator/undefined) [@investinassets](/creator/undefined) [@timelesscpnd](/creator/undefined) [@tobaccoveggie](/creator/undefined) [@dgrettaauthor](/creator/undefined) [@morrisonmkts](/creator/undefined) [@dvdnddiplomats](/creator/undefined) [@investseekers](/creator/undefined) [@stckpkr](/creator/undefined)

**Top assets mentioned**
[Novo-Nordisk (NVO)](/topic/$nvo) [MURPHY USA INC. (MUSA)](/topic/$musa) [Casey's General Stores, Inc. (CASY)](/topic/$casy) [Watsco, Inc. (WSO)](/topic/$wso) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Starbucks Corporation (SBUX)](/topic/$sbux) [Amphenol Corporation (APH)](/topic/$aph) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [Moody's Corporation (MCO)](/topic/$mco) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Markel, Corp. (MKL)](/topic/$mkl) [PoolTogether (POOL)](/topic/$pool) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [General Electric Company (GE)](/topic/$ge) [Ferguson plc (FERG)](/topic/$ferg) [Portillo’s Inc. (PTLO)](/topic/$ptlo) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Costco Wholesale Corporation (COST)](/topic/costco) [Costco Hot Dog (COST)](/topic/$cost) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Philip Morris International Inc. (PM)](/topic/$pm) [Autozone Inc (AZO)](/topic/autozone) [Texas Roadhouse, Inc. (TXRH)](/topic/$txrh) [Hershey Co (HSY)](/topic/$hsy) [Boeing Co (BA)](/topic/$ba) [Goldman Sachs (GS)](/topic/goldman-sachs) [Mastercard, Inc. (MA)](/topic/$ma)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Not sure what the takeaway is but interesting that the gap in operating margins between different c-store players is smaller than you would think $CASY gross profits from fuel: 33% $MUSA gross profits from fuel: 67%"  
[X Link](https://x.com/TopCornerInvest/status/2009356672461099347)  2026-01-08T20:08Z [----] followers, [---] engagements


"Assuming $GE hits $8.2 billion in FCF in [----] it will have compounded FCF at 20.5% annually since Chris Hohn first bought in early [----] ($4.7 billion in FY23) GE was 27% of his portfolio in the last 13F filing"  
[X Link](https://x.com/anyuser/status/2014350461357174842)  2026-01-22T14:52Z [----] followers, [----] engagements


"@DurableCreators Distributors $FERG $WSO"  
[X Link](https://x.com/TopCornerInvest/status/2020273824885862605)  2026-02-07T23:09Z [----] followers, [---] engagements


"Portfolio as of early July Two buys this past quarter: $ORLY & $EVO.ST"  
[X Link](https://x.com/TopCornerInvest/status/1808492685352743111)  2024-07-03T13:27Z [----] followers, [----] engagements


"From Markel's [----] Omaha brunch presentation $KNSL combined ratio has been 1600% bps lower than $MKL on average over the past five years"  
[X Link](https://x.com/anyuser/status/1983542633017295135)  2025-10-29T14:33Z [----] followers, 19.2K engagements


"I want to like $PTLO at a $385 million market cap (0.4x AUVs [---] restaurants do $8.6 million in sales on avg annually) At the same time debt ($1 billion EV) negative same-store sales growth and cash flows this year.probably best to stay away"  
[X Link](https://x.com/anyuser/status/2011087086850359784)  2026-01-13T14:45Z [----] followers, [----] engagements


""This was the first quarter we grew both rewards and non-rewards transactions since Q2 of [----]. That's nearly four years ago." Been a few quarters since the last Rewards member update from Starbucks but the [----] million active members in Q1 is a new record $SBUX"  
[X Link](https://x.com/anyuser/status/2016600918276657476)  2026-01-28T19:55Z [----] followers, [---] engagements


"$APH Amphenol: What is in common across all these acquisitions is that they enhance our position across a broad array of end markets while bringing outstanding and talented individuals into the Amphenol family"  
[X Link](https://x.com/anyuser/status/2016834799973888189)  2026-01-29T11:24Z [----] followers, [---] engagements


"Easy to understand investors selling $SBUX on this outlook. At $92 tday that's 25x [----] EPS However seems like management is setting the bar low Niccol: "We're feeling really good about our ability to get back to those 17% 18% margins as we get further into the turnaround""  
[X Link](https://x.com/anyuser/status/2017272250450198781)  2026-01-30T16:22Z [----] followers, [---] engagements


"Demant - global hearing aid company typically HSD growth (6-8% organic 2% acquired) 12% FCF growth past 10yrs acquires small/regional clinics Softer growth in recent years ("macro uncertainty") trades at 13x FCF Demant Foundation owns 60% of shares $DEMANT.CO"  
[X Link](https://x.com/anyuser/status/2017964906012885406)  2026-02-01T14:15Z [----] followers, [---] engagements


"$NVO: when you have a very high market share competition will take some of that share away we need to focus on the market expansion and then again realize that okay we will maybe have a difficult year but a bright future still Closing out [----] on Wednesday"  
[X Link](https://x.com/anyuser/status/2018404536516235371)  2026-02-02T19:21Z [----] followers, [---] engagements


"Part of what is difficult about owning pretty expensive names is that it's tough to add even after "big" drops For example $MCO is still 24x forward EV/EBIT 10% higher than it was at the bottom of the April '25 drawdown"  
[X Link](https://x.com/anyuser/status/2018741273222320480)  2026-02-03T17:40Z [----] followers, [---] engagements


"$NVO traded at 11x forward earnings last August now trades at 16x forward earnings So even though the stock is -3% since then it is significantly more expensive Investing is not easy 🤷♂"  
[X Link](https://x.com/TopCornerInvest/status/2019107129224011866)  2026-02-04T17:53Z [----] followers, [---] engagements


"Despite price increases Chipotle has reported negative AUV and same store sales growth in the last 3/4 quarters New [----] guidance is for flat SSS growth and 1-2% price hikes $CMG"  
[X Link](https://x.com/anyuser/status/2019116452469686351)  2026-02-04T18:30Z [----] followers, [---] engagements


"Murphy $MUSA: "Given that retail margins remained flat in this environment is a strong indicator that we are seeing structural support for higher retail margins when normal levels of volatility are re-introduced" Volatility is normally margin accretive for the big chains"  
[X Link](https://x.com/TopCornerInvest/status/2019468100899401943)  2026-02-05T17:48Z [----] followers, [---] engagements


"Markel yesterday: "Within Markel Insurance we took a series of decisive actions to simplify and refocus the business. The combined ratio improved by three points for the quarter to 93% and one point for the year to 95%" $MKL From Markel's [----] Omaha brunch presentation $KNSL combined ratio has been 1600% bps lower than $MKL on average over the past five years https://t.co/MzSguehdUE From Markel's [----] Omaha brunch presentation $KNSL combined ratio has been 1600% bps lower than $MKL on average over the past five years https://t.co/MzSguehdUE"  
[X Link](https://x.com/anyuser/status/2019768590480630166)  2026-02-06T13:42Z [----] followers, [---] engagements


"O'Reilly's accounts payable to inventory is down from the [----] peak but still significantly up over the past decade Less cash tied up in working capital more cash available to buy back stock $ORLY"  
[X Link](https://x.com/TopCornerInvest/status/2021742458892062761)  2026-02-12T00:25Z [----] followers, [---] engagements


"Notice several accounts here talk about concentrating the portfolio (I think about it too) - however part of me also thinks it's bull market FOMO Makes sense to want to concentrate when certain names are up 40-50% ytd Not sure if now is the right time. Or I may be wrong 🤷♂"  
[X Link](https://x.com/TopCornerInvest/status/1945920185614872926)  2025-07-17T18:55Z [----] followers, [----] engagements


"@CapitalJurassic @JerryCap Haha I also think of Chipotle when I see this ticker"  
[X Link](https://x.com/TopCornerInvest/status/1953410372246856117)  2025-08-07T10:58Z [----] followers, [---] engagements


"@jay_21_ $MCO"  
[X Link](https://x.com/TopCornerInvest/status/1957491352847151551)  2025-08-18T17:14Z [----] followers, [---] engagements


"@TomSmith839 Wild downfall. I think management has blamed Asia travel retail and elevated inventory for three years in a row now. This quarter they used the same reasons to explain why skin care sales growth was negative"  
[X Link](https://x.com/TopCornerInvest/status/1958161651167105174)  2025-08-20T13:38Z [----] followers, [---] engagements


"$ULTA: "Highlights from our quarterly results include comp sales growth of 6.7% continued market share gains during a highly competitive quarter loyalty member growth of 4% yoy." Stock trades at 21x FY25 earnings w/ updated outlook of full year EPS of $23.85 - $24.30"  
[X Link](https://x.com/TopCornerInvest/status/1961431142009303071)  2025-08-29T14:10Z [----] followers, [---] engagements


"@TheGarpInvestor Yeah especially with the stock trading at pretty low multiples for most of that time"  
[X Link](https://x.com/TopCornerInvest/status/1961506710348259768)  2025-08-29T19:10Z [----] followers, [--] engagements


"Costco: "In fiscal year [----] we sold over [---] million hot dog combos over [---] million rotisserie chickens and enough bath tissue to reach the moon and back over [---] times." $COST trading just below 50x forward earnings (last "big" drawdown was in [----] stock bottomed at 29x)"  
[X Link](https://x.com/TopCornerInvest/status/1971585302075682975)  2025-09-26T14:39Z [----] followers, [---] engagements


"@investingbyGenZ How about Novo $NVO if you are looking for dividends + the possibility of some upside if markets turn sour 3% dividend yield and pretty cheap here. Health care did well in [----] when most stocks were negative Otherwise you can probably get 4-6% interest in HYSA if raising cash"  
[X Link](https://x.com/TopCornerInvest/status/1974440409087762856)  2025-10-04T11:44Z [----] followers, [---] engagements


"This is great on diversification Basically "If you are a know-nothing investor its good to diversify and DCA On the other hand if you are a know-something investor who understands business economics conventional diversification makes no sense" -RWH podcast w/Rob Hagstrom"  
[X Link](https://x.com/TopCornerInvest/status/1977438287078781411)  2025-10-12T18:16Z [----] followers, [---] engagements


"In [----] the Fed forecast that interest rates would rise gradually to reach 4.5% by [----] In reality the Fed Funds rate stayed at 0.4% until the end of [----]. By the middle of [----] the rate had only risen to less than [--] percent"  
[X Link](https://x.com/TopCornerInvest/status/2013361429261295688)  2026-01-19T21:22Z [----] followers, [---] engagements


"My write-up on Pool Corp $POOL is published It's completely free to read and I cover these topics: - Business overview - Growth story - Financials - Dividend growth & policy - Risks & challenges Happy reading https://topcornerinvesting.wordpress.com/2022/07/24/pool-corporation/ https://topcornerinvesting.wordpress.com/2022/07/24/pool-corporation/"  
[X Link](https://x.com/TopCornerInvest/status/1551666097102868480)  2022-07-25T20:30Z [----] followers, [--] engagements


"$POOL & $WSO - Return on Capital Employed for FY22 Planning to add one or both of these companies to my portfolio at some point"  
[X Link](https://x.com/TopCornerInvest/status/1626579719549505540)  2023-02-17T13:50Z [----] followers, 13K engagements


"$ASML competitive advantage: Even if a spy were to gain access to specialized information theyd need a PhD in optics or lasers to understand the science - and even still theyd lack the three decades of experience accumulated by engineers whove developed EUV"  
[X Link](https://x.com/TopCornerInvest/status/1683162476190351360)  2023-07-23T17:09Z [----] followers, 84.7K engagements


"Novo Nordisk market cap added about [---] billion DKK ($35 billion dollars) on the news today $NVO -- Novos obesity drug Wegovy lowers cardiovascular risk by 20% landmark trial finds https://t.co/mn7sFZQoDB via @DrewQJoseph @elaineywchen $NVO -- Novos obesity drug Wegovy lowers cardiovascular risk by 20% landmark trial finds https://t.co/mn7sFZQoDB via @DrewQJoseph @elaineywchen"  
[X Link](https://x.com/TopCornerInvest/status/1688894629410689024)  2023-08-08T12:47Z [----] followers, [----] engagements


"Why the Domino's Pizza brand is attractive for franchisees - better unit economics (higher sales at better margins) compared to U.S. competitors leads to superior franchisee returns over time $DPZ"  
[X Link](https://x.com/TopCornerInvest/status/1693973796691058710)  2023-08-22T13:10Z [----] followers, [---] engagements


"$ULTA Operating margins has doubled over the past decade. Big question is if that can continue at the end of the day Ulta Beauty is just a "damn retailer""  
[X Link](https://x.com/TopCornerInvest/status/1699773262094311614)  2023-09-07T13:15Z [----] followers, [---] engagements


"Started researching Alimentation Couche-Tard and had to make sure to answer the most important question first $ATD.TO"  
[X Link](https://x.com/TopCornerInvest/status/1745865482534625498)  2024-01-12T17:49Z [----] followers, [---] engagements


"Alimentation Couche-Tard is rebranding most of its convenience stores to Circle K to deliver more consistency "We have established strong brand presence with [----] rebranded stores as Circle K fuel in North America bringing greater familiarity for customers" $ATD.TO"  
[X Link](https://x.com/TopCornerInvest/status/1748719530015174922)  2024-01-20T14:50Z [----] followers, [---] engagements


"Interesting that several chain gas station operators/convenience stores are close to all-time highs Per $ATD.TO 60% of the U.S. market is still run by single-store operators while scale and offer becoming bigger differentiators among rising costs $MUSA $CASY"  
[X Link](https://x.com/TopCornerInvest/status/1770440027211702408)  2024-03-20T13:19Z [----] followers, [----] engagements


""Couche-Tard has already been in a flat to negative fuel environment for [--] years and it's been a fantasticly good thing. Same-store fuel gross profits are 3.5x higher. Negative volumes are good." From the $ATD.TO pitch at the Sohn Conference"  
[X Link](https://x.com/TopCornerInvest/status/1781339813712376120)  2024-04-19T15:11Z [----] followers, [----] engagements


"Not a bad CAGR $NOVOB"  
[X Link](https://x.com/TopCornerInvest/status/1786741315004137760)  2024-05-04T12:55Z [----] followers, [---] engagements


"I miss Swedish Match $SWMA Swedish Match represented 7% of Philip Morris International total sales and 16% of the smoke-free products portfolio in FY23"  
[X Link](https://x.com/TopCornerInvest/status/1787113385806434383)  2024-05-05T13:33Z [----] followers, [---] engagements


"$ATD.TO CEO on the 5-year plan to grow EBITDA at 12% CAGR: "I wish we were farther ahead financially. But if you look back over my [--] years whether it's our EBITDA or our stock price it's not a straight line. Things happen with our customers things happen with our business.""  
[X Link](https://x.com/TopCornerInvest/status/1806345555628429663)  2024-06-27T15:15Z [----] followers, [---] engagements


"@IFB_podcast @Quartr_App Long $V $ATD.TO Chick-fil-A Short $KER.PA"  
[X Link](https://x.com/TopCornerInvest/status/1816505512344568032)  2024-07-25T16:07Z [----] followers, [---] engagements


""Novo Nordisk continues to be the global market leader in the GLP-1 segment with a 56.0% value market share" $NVO $NOVOB"  
[X Link](https://x.com/TopCornerInvest/status/1821539739469541677)  2024-08-08T13:31Z [----] followers, [---] engagements


"@InvestInAssets $V $ATD.TO $RMS.PA"  
[X Link](https://x.com/TopCornerInvest/status/1824420575797731505)  2024-08-16T12:18Z [----] followers, [----] engagements


"$AZO AutoZone CFO on whether the company can get back to double-digit EPS growth: "Long term no change. Short term you'll certainly see some impact from the top line and some of these other drivers in the business.""  
[X Link](https://x.com/TopCornerInvest/status/1838960829552558348)  2024-09-25T15:16Z [----] followers, [---] engagements


"Novo Nordisk is likely to account for about half of Denmarks economic expansion this year $NVO $NOVOB"  
[X Link](https://x.com/TopCornerInvest/status/1845230920766202183)  2024-10-12T22:31Z [----] followers, [---] engagements


"$ATD.TO Couche-Tard at 52-week lows 16% drawdown"  
[X Link](https://x.com/TopCornerInvest/status/1845872429056594362)  2024-10-14T17:00Z [----] followers, [----] engagements


"O'Reilly: "As impressive as our multiyear sales growth has been our sales results for the third quarter of [----] were below expectations in our high-performance standards." $ORLY"  
[X Link](https://x.com/TopCornerInvest/status/1850225343262490952)  2024-10-26T17:17Z [----] followers, [---] engagements


"Novo Nordisk continues to be the global market leader in the GLP-1 segment with a 55.6% value market share $NVO $NOVOB"  
[X Link](https://x.com/TopCornerInvest/status/1854249617371664538)  2024-11-06T19:48Z [----] followers, [---] engagements


"Can confirm $TXRH deserves to trade at 33x earnings when you account for the unlimited rolls and cinnamon butter"  
[X Link](https://x.com/TopCornerInvest/status/1865818760097173557)  2024-12-08T18:00Z [----] followers, [----] engagements


"New Ulta Beauty CEO has been with the company for more than [--] years COO since [----] $ULTA"  
[X Link](https://x.com/TopCornerInvest/status/1876651079229989016)  2025-01-07T15:24Z [----] followers, [---] engagements


"$HSY Hershey continuing to face cocoa shortages into [----] "Cocoa prices have already broken record after record prompting Hersheys Chief Financial Officer Steve Voskuil to warn that the company would face higher cocoa costs this year""  
[X Link](https://x.com/TopCornerInvest/status/1877122007482892754)  2025-01-08T22:35Z [----] followers, [---] engagements


"@TimelessCpnd @TobaccoVeggie @DGretta_Author @morrisonmkts @DvdndDiplomats @investseekers Yeah think people were willing to try/buy more snacks and similar during the pandemic and now tighten their wallets a bit in terms of that type of food. Hershey facing many challenges these days"  
[X Link](https://x.com/TopCornerInvest/status/1877147561393328509)  2025-01-09T00:17Z [----] followers, [--] engagements


"$SBUX "Starbucks Corp reversed a policy allowing anyone even those who hadnt purchased anything to use its cafes patios and restrooms. The company issued a new code of conduct as part of its plan to make stores more welcoming and win back consumers." Also free refills:"  
[X Link](https://x.com/TopCornerInvest/status/1879160620496584818)  2025-01-14T13:36Z [----] followers, [---] engagements


"Added a good amount of shares in Novo Nordisk $NOVOB $NVO recently Very reasonable multiple for a company expecting to grow operating income 20% annually in the next few years buying back shares (hopefully in size here) and consistent high returns on investments"  
[X Link](https://x.com/TopCornerInvest/status/1879586633819045957)  2025-01-15T17:49Z [----] followers, [---] engagements


"@Quartr_App @stckpkr @zyn_addict @DevinLaSarre @TuckerCarlson @Super_PK_ @asanwal @TheMattCochrane @BarbarianCap @ChrisPavese @Stocktwits Makes me miss $SWMA"  
[X Link](https://x.com/TopCornerInvest/status/1880242508439122040)  2025-01-17T13:15Z [----] followers, [---] engagements


"Scandinavias largest company is turning into a volatile shitco +12% today still -37% last [--] months $NOVOB"  
[X Link](https://x.com/TopCornerInvest/status/1882794486566404588)  2025-01-24T14:16Z [----] followers, [---] engagements


"@DRGinvests What price do you consider right for Floor & Decor Flat over the past year I see"  
[X Link](https://x.com/TopCornerInvest/status/1885279942771921231)  2025-01-31T10:52Z [----] followers, [---] engagements


"$MCO Great year for MIS "Transactional revenue grew 54% on issuance growth of 42%; Adjusted Operating Margin up 560bps to 60.1%""  
[X Link](https://x.com/TopCornerInvest/status/1890096966182531185)  2025-02-13T17:53Z [----] followers, [---] engagements


"After yesterday's drop Novo Nordisk is -40% over the past year Stock trades at 20x forward earnings assuming 20% earnings growth in FY25 (company outlook is 19-27% operating profit growth) $NOVOB $NVO"  
[X Link](https://x.com/TopCornerInvest/status/1899448975419224184)  2025-03-11T13:15Z [----] followers, [----] engagements


"Alimentation Couche-Tard $ATD.TO CEO on the uncertain operating environment: "What is most important to me is that we stay relentlessly focused on winning our customers by providing compelling value and services and doing the right thing for them and our team members""  
[X Link](https://x.com/TopCornerInvest/status/1905284930579406855)  2025-03-27T15:45Z [----] followers, [---] engagements


"$CASY Casey's earned [----] cents per gallon in Q4'25 and [----] cents per gallon in the full year Guidance at last year's Investor Day for FY24-FY26 was mid-30s. Favorable environment but also 🎯 execution Also relevant for $MUSA which earns a bigger % of gross profits from fuel"  
[X Link](https://x.com/TopCornerInvest/status/1933245418491568574)  2025-06-12T19:30Z [----] followers, [----] engagements


"$MUSA // Murphy USA Decent starting point for further research Spent 60% of CFO past [--] years on buybacks added $283m of incremental CFO on capex + QuickChex acq. + WC improvements (= 13.2% returns on investments) C-stores are interesting + stock trades at 15.5x NTM earnings"  
[X Link](https://x.com/TopCornerInvest/status/1957040559924863435)  2025-08-17T11:23Z [----] followers, [----] engagements


"Casey's General Store: "Same-store gallons sold were up 1.7% with a fuel margin of $0.41 per gallon. According to OPIS fuel gallons sold data the Mid-Continent region saw an approximate 3% decline this quarter suggesting we continue to grow market share." $CASY"  
[X Link](https://x.com/TopCornerInvest/status/1966198806757654830)  2025-09-11T17:55Z [----] followers, [---] engagements


"Amphenol: 53% sales growth 95% growth in IT datacom segment raised outlook Also no AI hype (not even mentioned in earnings release) instead: "This expanded technology position coupled with our unique entrepreneurial culture has strengthened our competitive advantage" $APH"  
[X Link](https://x.com/TopCornerInvest/status/1981019141013389712)  2025-10-22T15:25Z [----] followers, [----] engagements


"The average analyst estimate for Amphenol FY25 EPS was $3.05 before earnings Company guidance came in at $3.26-$3.28 in full-year EPS (70% YoY growth) $APH stock trades at 38x earnings"  
[X Link](https://x.com/TopCornerInvest/status/1981054192086102170)  2025-10-22T17:45Z [----] followers, [---] engagements


"Bought some $APH (& added more after last report) and $MUSA recently International (in bold) continues to be a relative drag. Bad year to have big positions in health care and consulting Feel free to roast +3.7% YTD despite $GOOGL being the largest position 🤷♂"  
[X Link](https://x.com/TopCornerInvest/status/1985752651326451888)  2025-11-04T16:55Z [----] followers, [---] engagements


"@lhamtil To your first point was interesting to learn that GE sells basically at a loss to Boeing and Airbus and that all the high margin repeat sales come from the airlines"  
[X Link](https://x.com/TopCornerInvest/status/1990096504724357203)  2025-11-16T16:35Z [----] followers, [---] engagements


"$ULTA looks like Ulta will return (barely) to EPS growth in [----]. Also guiding for operating margins around 12.3% back to pre-pandemic numbers Bought back 6% of shares over the past year with the stock trading $400 much of that time"  
[X Link](https://x.com/TopCornerInvest/status/1998487816783712435)  2025-12-09T20:20Z [----] followers, [---] engagements


"@terminalG0 @NicoperJES @JerryCap Interesting any numbers to back this up Would think recent declines are normalization from [----] peak but happy to be proven wrong and read more about it"  
[X Link](https://x.com/TopCornerInvest/status/2006721249645400122)  2026-01-01T13:36Z [----] followers, [--] engagements


"Novo Nordisk may launch oral semaglutide in international markets later this year if the U.S. launch succeeds Priority to the U.S. but fully ready to take on some selected markets in IO when time comes"  
[X Link](https://x.com/TopCornerInvest/status/2008962297054589050)  2026-01-07T18:01Z [----] followers, [---] engagements


"Buffett bets big. While people know he is a focused investor folks underestimate how hard he worked to remain incredibly concentrated throughout his career Brett Gardner in Buffetts Early Investments"  
[X Link](https://x.com/TopCornerInvest/status/2009668097427603793)  2026-01-09T16:46Z [----] followers, [---] engagements


"@DividendDynasty No opinion on Adobe but creds for the courage to go against the market"  
[X Link](https://x.com/TopCornerInvest/status/2011768126913069557)  2026-01-15T11:51Z [----] followers, [---] engagements


"@DividendDynasty If I had unlimited time maybe. But it doesn't excite me enough to dive into over some other ideas Also own enough shitcos that are down a lot over the past year like Novo and Evo hah"  
[X Link](https://x.com/TopCornerInvest/status/2011836273338601712)  2026-01-15T16:22Z [----] followers, [--] engagements


"@CCM_Brett Long Goldman Sachs or whoever is underwriting these ipos"  
[X Link](https://x.com/TopCornerInvest/status/2014720164638376110)  2026-01-23T15:21Z [----] followers, [---] engagements


"Chuck Akre bought MasterCard at 10-11x earnings back in [----] If Dataroma is right $MA has been a top [--] position in the Akre Focus Fund for more than a decade currently 18% of the portfolio"  
[X Link](https://x.com/anyuser/status/1801281516758024356)  2024-06-13T15:52Z [----] followers, 32.5K engagements


"$NVO CEO yesterday: The question is - will your investors accept a short-term pain because you know that the prices goes down on one day with the signature between you and the President but the volume doesn't double on the morning after"  
[X Link](https://x.com/anyuser/status/2011399839175884818)  2026-01-14T11:27Z [----] followers, [----] engagements


"The Value Investing with Legends episode w Ricky Sandler is one of the best I have heard in a long time Covers many topics but especially enjoyed the parts on portfolio construction and why the rise of passive investing leads to more opportunities https://open.spotify.com/episode/4VfH7b1D93Q0lLS6wD83losi=0dcd896dce2d4e81 https://open.spotify.com/episode/4VfH7b1D93Q0lLS6wD83losi=0dcd896dce2d4e81"  
[X Link](https://x.com/TopCornerInvest/status/2011839042032406619)  2026-01-15T16:33Z [----] followers, [---] engagements


"Salmon prices are volatile but tend to go up over time https://www.indexmundi.com/commodities/commodity=fish&months=360 https://www.indexmundi.com/commodities/commodity=fish&months=360"  
[X Link](https://x.com/TopCornerInvest/status/1642606250436304900)  2023-04-02T19:13Z [----] followers, [----] engagements


"Canada may be the home of the best discount retailer out there 🤷♂ Dollarama $DOL.TO earns operating margins well north of U.S. peers. Dominant market share more discretionary products (food is typically lower margin) and high private label penetration among the reasons why"  
[X Link](https://x.com/TopCornerInvest/status/1712190157477085683)  2023-10-11T19:35Z [----] followers, [---] engagements


"$NORBT "has received orders worth approximately NOK [---] million from an undisclosed contract manufacturing client in the defence and security sector." Pick and shovel play among increased European defense spending *Norbit is 3% of my portfolio"  
[X Link](https://x.com/TopCornerInvest/status/1900502137441796220)  2025-03-14T10:59Z [----] followers, [----] engagements


"@InvestmentTalkk $RMS.PA with a [--] billion market cap move on the news"  
[X Link](https://x.com/TopCornerInvest/status/1838512561907544292)  2024-09-24T09:35Z [----] followers, [--] engagements


""Several hundred 'underperforming' 7-Eleven locations across North America are closing the convenience store announced. The chain has more than [-----] stores across the United States Canada and Mexico so the number of closures amounts to 3% of its portfolio." $ATD.TO $3382.T"  
[X Link](https://x.com/TopCornerInvest/status/1844840630263885933)  2024-10-11T20:40Z [----] followers, [---] engagements


"http://topcornerinvesting.com/2024/10/28/caseys-general-store-casy-investment-case-2024-analyst-day/ http://topcornerinvesting.com/2024/10/28/caseys-general-store-casy-investment-case-2024-analyst-day/"  
[X Link](https://x.com/TopCornerInvest/status/1850922794101702871)  2024-10-28T15:29Z [----] followers, [---] engagements


"$OR.PA L'Oral at 2-year lows Owns some of the best brands across multiple beauty categories [---] years old 35% of shares are owned by the Bettencourt family (descendants of L'Oreal founder)"  
[X Link](https://x.com/TopCornerInvest/status/1858942111522893889)  2024-11-19T18:35Z [----] followers, [---] engagements


"$EVO.ST CPO Todd Haushalter on competitive dynamics: Even if you build a good live offering its a bit like building a really great soda. Now you have to get distribution and shelf space. Coca-Cola is not going to give that away"  
[X Link](https://x.com/TopCornerInvest/status/1872011965654302934)  2024-12-25T20:10Z [----] followers, 11.6K engagements


"Portfolio is -8.0% YTD Added to several recently: $NOVO-B $EVO.ST $MMGR.ST $META $GOOGL Best performing holding YTD is $NORBT.OL Worst performing holding YTD is $NOVO-B More cash incoming towards the end of the month will continue to add to names that look more exciting"  
[X Link](https://x.com/TopCornerInvest/status/1914321977608945980)  2025-04-21T14:15Z [----] followers, [---] engagements


"$WSO - 43% drawdown but a soft market isn't bad given its M&A history and [--] debt "The softness in the industry creates perhaps opportunities for us to do more acquisitions because I would say when we compare our financial strength to others we're at the top of the heap""  
[X Link](https://x.com/TopCornerInvest/status/1991915712269713795)  2025-11-21T17:04Z [----] followers, [---] engagements


"OReilly Automotive is a unique company 20%+ annual EPS growth over several decades operating in a niche industry. Im biased but its a case study in capital allocation and efficient distribution My write-up on $ORLY http://topcornerinvesting.com/p=262 http://topcornerinvesting.com/p=262"  
[X Link](https://x.com/TopCornerInvest/status/1636352483248283654)  2023-03-16T13:03Z [----] followers, 11.4K engagements


"Watsco was founded in [----] and shifted focus from manufacturing to distribution in [----] Since then $WSO stock has delivered a 16% CAGR and the company now holds 15%++ market share in the HVAC/R distribution industry My write-up on Watsco http://topcornerinvesting.com/p=308 http://topcornerinvesting.com/p=308"  
[X Link](https://x.com/TopCornerInvest/status/1648659214263279619)  2023-04-19T12:06Z [----] followers, 13.2K engagements


"Couche-Tard: Our data certainly suggest that we are taking share across our convenience space at a level that is fairly pronounced and quite strong. $ATD.TO"  
[X Link](https://x.com/TopCornerInvest/status/1835663436715286780)  2024-09-16T12:54Z [----] followers, [----] engagements


"Old news but still impressive When Alex Miller officially started his tenure on Sept. [--] he became only the third CEO in $ATD.TO history Couche-Tard has only had two CEOs during its almost 45-year history"  
[X Link](https://x.com/TopCornerInvest/status/1836013226040938504)  2024-09-17T12:03Z [----] followers, [---] engagements


"New Write-Up on Casey's General Stores $CASY: - Famous in the Midwest for its pizza Casey's has been one of the most consistent retailers over the past decade - Expanding to new states + whitespace to grow within existing markets - Industry is shifting towards large players Happy reading Link below"  
[X Link](https://x.com/TopCornerInvest/status/1850922697347170336)  2024-10-28T15:28Z [----] followers, [----] engagements


"Nice tailwind for Mowi if they can continue to increase harvest volumes at similar rates $MOWI.OL is the world's largest farmer of Atlantic salmon"  
[X Link](https://x.com/TopCornerInvest/status/1642606254131671040)  2023-04-02T19:13Z [----] followers, [---] engagements


"Started a new position in Mowi recently. Kept an eye on the company for a while and the price looks alright now. First purchase of [----] $MOWI.OL Salmon prices are volatile but tend to go up over time https://t.co/kiugPst7qX https://t.co/zRfuGtE5ue Salmon prices are volatile but tend to go up over time https://t.co/kiugPst7qX https://t.co/zRfuGtE5ue"  
[X Link](https://x.com/TopCornerInvest/status/1668580865452957697)  2023-06-13T11:27Z [----] followers, [---] engagements


"Portfolio update as of June end One purchase: $MOWI.OL"  
[X Link](https://x.com/TopCornerInvest/status/1675855661324976129)  2023-07-03T13:15Z [----] followers, [---] engagements


"Any write-ups or reports on Aspen Technology $AZPN Being [--] out of [--] holdings in the Valley Forge portfolio made me curious"  
[X Link](https://x.com/TopCornerInvest/status/1820888808730374640)  2024-08-06T18:24Z [----] followers, [---] engagements


"There is a difference between the business and the stock. If a stock is priced for greatness and the business does good that could be a bad bad stock. The Value Investing with Legends episode w Ricky Sandler is one of the best I have heard in a long time Covers many topics but especially enjoyed the parts on portfolio construction and why the rise of passive investing leads to more opportunities https://t.co/id9K5S94nY The Value Investing with Legends episode w Ricky Sandler is one of the best I have heard in a long time Covers many topics but especially enjoyed the parts on portfolio"  
[X Link](https://x.com/TopCornerInvest/status/2012569677700968911)  2026-01-17T16:56Z [----] followers, [---] engagements


"$META last quarter: ".our current expectation is that CapEx dollar growth will be notably larger in [----] than [----]. We also anticipate total expenses will grow at a significantly faster percentage rate than 2025" Stock is now down to 20x forward earnings"  
[X Link](https://x.com/anyuser/status/2013709355544084986)  2026-01-20T20:24Z [----] followers, [---] engagements


"Also GE guided for $6.3 - $6.8 billion in FCF for [----] a year ago Ended up at $7.7 billion"  
[X Link](https://x.com/TopCornerInvest/status/2014357833140056161)  2026-01-22T15:21Z [----] followers, [---] engagements


"$SBUX last quarter: "We're really excited that we've gone from [--] quarters of negative comps to a positive in our seventh.Building on investments made in fiscal [----] our intent is to become the world's best customer service company" Earnings Report and Investor Day this week"  
[X Link](https://x.com/anyuser/status/2015868860881060244)  2026-01-26T19:26Z [----] followers, [---] engagements

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