# ![@WTCM3 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1081240896975204352.png) @WTCM3 WTCM

There are no recent news or social posts specifically about WTCM. As a result, there is no information available to summarize.

### Engagements: [-----] [#](/creator/twitter::1081240896975204352/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1081240896975204352/c:line/m:interactions.svg)

- [--] Week [-----] -9.80%
- [--] Month [------] -31%
- [--] Months [-------] -23%
- [--] Year [---------] +60%

### Mentions: [--] [#](/creator/twitter::1081240896975204352/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1081240896975204352/c:line/m:posts_active.svg)

- [--] Week [--] -24%
- [--] Month [---] -38%
- [--] Months [---] -4.90%
- [--] Year [---] +48%

### Followers: [------] [#](/creator/twitter::1081240896975204352/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1081240896975204352/c:line/m:followers.svg)

- [--] Week [------] -0.01%
- [--] Month [------] +0.54%
- [--] Months [------] +5%
- [--] Year [------] +14%

### CreatorRank: [---------] [#](/creator/twitter::1081240896975204352/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1081240896975204352/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  55.05% [technology brands](/list/technology-brands)  18.35% [cryptocurrencies](/list/cryptocurrencies)  17.43% [finance](/list/finance)  8.26% [countries](/list/countries)  4.59% [fashion brands](/list/fashion-brands)  1.83% [automotive brands](/list/automotive-brands)  1.83% [agencies](/list/agencies)  0.92% [financial services](/list/financial-services)  0.92% [luxury brands](/list/luxury-brands)  0.92%

**Social topic influence**
[ai](/topic/ai) 4.59%, [$googl](/topic/$googl) 4.59%, [in the](/topic/in-the) 3.67%, [$imcd](/topic/$imcd) #1, [$spot](/topic/$spot) 3.67%, [$ge](/topic/$ge) 2.75%, [$acn](/topic/$acn) 2.75%, [$tsm](/topic/$tsm) 2.75%, [$adyen](/topic/$adyen) 2.75%, [agentic](/topic/agentic) 2.75%

**Top accounts mentioned or mentioned by**
[@luxopesresearch](/creator/undefined) [@east72holdings](/creator/undefined) [@abroninvestor](/creator/undefined) [@bluegrasscap](/creator/undefined) [@chrispavese](/creator/undefined) [@fortunaadv](/creator/undefined) [@inves2grow](/creator/undefined) [@pandaquantai](/creator/undefined) [@saynototrading](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Spotify Technology (SPOT)](/topic/$spot) [General Electric Company (GE)](/topic/$ge) [Accenture (ACN)](/topic/$acn) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Synopsys, Inc. (SNPS)](/topic/$snps) [Otis Worldwide Corp (OTIS)](/topic/$otis) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Marsh & McLennan Companies, Inc. (MMC)](/topic/$mmc) [Metadium (META)](/topic/$meta) [Uber Technologies, Inc. (UBER)](/topic/$uber) [AhaToken (AHT)](/topic/$aht) [United Rentals, Inc. (URI)](/topic/$uri) [Tradeweb Markets Inc. Class A Common Stock (TW)](/topic/$tw) [Ferro (FER)](/topic/$fer) [Icon Plc (ICLR)](/topic/$iclr) [Effect.AI (EFX)](/topic/$efx) [Watsco, Inc. (WSO)](/topic/$wso) [Wise (WISE)](/topic/$wise) [Apple, Inc. (AAPL)](/topic/$aapl) [Thomson Reuters Corporation (TRI)](/topic/$tri) [RELX PLC (RELX)](/topic/$relx) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Danaher Corporation (DHR)](/topic/$dhr) [Nike Inc (NKE)](/topic/$nke) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Netflix Inc (NFLX)](/topic/$nflx) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [SAP SE (SAP)](/topic/$sap) [McDonald's Corp (MCD)](/topic/$mcd) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Intuit Inc. (INTU)](/topic/$intu) [Strong Global Entertainment, Inc. (SGE)](/topic/$sge) [Arch Capital Group Ltd (ACGL)](/topic/$acgl) [RenaissanceRe Holdings Ltd. (RNR)](/topic/$rnr) [Everest Group, Ltd. (EG)](/topic/$eg) [Omnicom Group Inc. (OMC)](/topic/$omc) [DiDi Global Inc. (DIDIY)](/topic/$didiy) [Alibaba Group (BABA)](/topic/$baba) [MarketAxess Holdings Inc. (MKTX)](/topic/$mktx) ["StandardAero, Inc. (SARO)](/topic/$saro) [retard to retired (R/R)](/topic/$rr) [Coupang, Inc.  (CPNG)](/topic/$cpng) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [GE HealthCare Technologies Inc. Common Stock (GEHC)](/topic/$gehc) [Onto Innovation Inc. (ONTO)](/topic/$onto) [KLA Corp (KLAC)](/topic/$klac) [S&P Global Inc (SPGI)](/topic/$spgi) [Gartner Inc (IT)](/topic/$it) [Matrix AI Network (MAN)](/topic/$man) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [Factset Research Systems, Inc. (FDS)](/topic/$fds)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Edgewood on AI exposure (new $SNPS position in 1Q24)"  
[X Link](https://x.com/anyuser/status/1791460034901168412)  2024-05-17T13:25Z 13.5K followers, 18.2K engagements


"global elevator market share $OTIS $SCHP $KNEBV"  
[X Link](https://x.com/anyuser/status/1814367306144985379)  2024-07-19T18:30Z 13.5K followers, 14.3K engagements


"Jensen yesterday on EDA: "We partnered with $SNPS $CDNS $SIE and now $DSY so that we could infuse as much tech as they want. I will make sure they have 1000% of whatever they want so that i have the tools necessary to create the next gen" https://twitter.com/i/web/status/2019055278096879735 https://twitter.com/i/web/status/2019055278096879735"  
[X Link](https://x.com/WTCM3/status/2019055278096879735)  2026-02-04T14:27Z 13.5K followers, [----] engagements


"on $GE $RTX competitive advantages cc: Hanwha Aero $012450 KS"  
[X Link](https://x.com/WTCM3/status/1797258184597324111)  2024-06-02T13:25Z 13.5K followers, 10.9K engagements


"Jed Weiss on Marsh & Azbil as "non-traditional defensives" $MMC $6845"  
[X Link](https://x.com/WTCM3/status/1855962771789111575)  2024-11-11T13:16Z 13.5K followers, [----] engagements


"$CSU ROIC 1Q18-1Q25"  
[X Link](https://x.com/WTCM3/status/1922369364340175324)  2025-05-13T19:12Z 13.5K followers, 44.8K engagements


"Xero $XRO posting record U.S. sub growth cc: $INTU $SGE"  
[X Link](https://x.com/WTCM3/status/1922992688548155762)  2025-05-15T12:29Z 13.5K followers, [----] engagements


"prop-cat reinsurance pricing 1990-2025 $HNR $ACGL $MUV $RNR $EG"  
[X Link](https://x.com/WTCM3/status/1942578778657427497)  2025-07-08T13:37Z 13.5K followers, [----] engagements


"BAML rebuttal to "four key misconceptions crippling Publicis stock" $PUB $OMC $WPP $META $GOOGL $ACN"  
[X Link](https://x.com/WTCM3/status/1955284261193351426)  2025-08-12T15:04Z 13.5K followers, [----] engagements


"DiDi dominance: 70% China ride-sharing market share on the back of network effects (6MM daily drivers and 20MM DAUs) compared to Amaps 2MM daily drivers and 8MM daily active riders) $DIDIY $BABA cc: $UBER"  
[X Link](https://x.com/WTCM3/status/1958624583856398538)  2025-08-21T20:17Z 13.5K followers, [----] engagements


""The DMI is +36% vs. YE24 and if you exclude the small fractions of data centers that are in that $500MM range you're still +26%. So that just underpins the level of demand that's out there and we look forward to seeing those projects & planning progress to starts." $AHT $URI"  
[X Link](https://x.com/WTCM3/status/1963619639180579250)  2025-09-04T15:06Z 13.5K followers, [----] engagements


"$BESI x $TSM"  
[X Link](https://x.com/WTCM3/status/1966245018429202502)  2025-09-11T20:58Z 13.5K followers, [----] engagements


"treasury volatility now lowest since [----] $TW 25% off peak cc: $LSEG"  
[X Link](https://x.com/WTCM3/status/1970144153485844681)  2025-09-22T15:12Z 13.5K followers, [----] engagements


""electronification seems to have generally slowed which in addition to other factors has resulted in $TW and $MKTX trading at the lowest multiples in many years" cc: $LSEG"  
[X Link](https://x.com/WTCM3/status/1975289478240739527)  2025-10-06T19:58Z 13.5K followers, [----] engagements


""high degree of freedom to set prices." $FER"  
[X Link](https://x.com/WTCM3/status/1979288507236364412)  2025-10-17T20:48Z 13.5K followers, [----] engagements


""When the bowl is smaller the dogs are hungrier" $ICLR"  
[X Link](https://x.com/WTCM3/status/1981348882912010305)  2025-10-23T13:16Z 13.5K followers, [----] engagements


"$SARO engine platforms by lifecycle stage cc: $GE $SAF $RTX $MTX $RR"  
[X Link](https://x.com/WTCM3/status/1982799734331904338)  2025-10-27T13:21Z 13.5K followers, [----] engagements


"Dodge & Cox int'l on Coupang Cellnex Walmex and Reckitt $CPNG $CLNX $WALMEX $RKT"  
[X Link](https://x.com/WTCM3/status/1986089822407033012)  2025-11-05T15:14Z 13.5K followers, [----] engagements


"Siemens Healthineers $SHL underlying trends (ex-FX/tariff noise) cc: $SIE $PHIA $GEHC"  
[X Link](https://x.com/WTCM3/status/1986113783538856017)  2025-11-05T16:50Z 13.5K followers, [----] engagements


"re: tools switching costs at $TSM cc: $KLAC $ONTO"  
[X Link](https://x.com/WTCM3/status/1987995280755880223)  2025-11-10T21:26Z 13.5K followers, [----] engagements


"Barclays biz services 'AI risk' framework $SPGI $IT $VRSK $EFX $FDS $MSCI $FICO $MAN"  
[X Link](https://x.com/WTCM3/status/1988330828057940017)  2025-11-11T19:39Z 13.5K followers, [----] engagements


"Beijer Ref N. America vs. Watsco $BEIJB $WSO"  
[X Link](https://x.com/WTCM3/status/1988352306103140590)  2025-11-11T21:05Z 13.5K followers, [----] engagements


"$WISE monthly downloads & MAUs 2021-today"  
[X Link](https://x.com/WTCM3/status/1989027514040381892)  2025-11-13T17:48Z 13.5K followers, [----] engagements


"oct-25 MAU/download growth y/y $WISE $RELY $PYPL"  
[X Link](https://x.com/WTCM3/status/1989029217367883940)  2025-11-13T17:54Z 13.5K followers, [----] engagements


"$ADYEN on agentic commerce cc: $GOOGL $V $MA $AAPL"  
[X Link](https://x.com/WTCM3/status/1989088409428873322)  2025-11-13T21:50Z 13.5K followers, [----] engagements


"$TRI on in-house attorneys as an advantage for training legal agents cc: $RELX"  
[X Link](https://x.com/WTCM3/status/1991290131999854885)  2025-11-19T23:38Z 13.5K followers, [----] engagements


""we are in the middle of the deepest global manufacturing slump since WW II. despite this Air Liquide and its peers (Air Products Linde) are demonstrating LSD-MSD% organic revenue and MSD-HSD% EBIT growth" $LIN $APD $AI"  
[X Link](https://x.com/WTCM3/status/1992958389572542949)  2025-11-24T14:08Z 13.5K followers, [----] engagements


"Experian CFO last week on defensibility of model ("Equifax really didn't lose any clients.") and potential rev/margin upside from AI $EXPN $EFX"  
[X Link](https://x.com/WTCM3/status/1993698873169064212)  2025-11-26T15:10Z 13.5K followers, [----] engagements


"on Nemetschek thesis $NEM GY cc: $ADSK $PCOR"  
[X Link](https://x.com/WTCM3/status/1995926827735625990)  2025-12-02T18:43Z 13.5K followers, [----] engagements


"which one is wrong $TRI cc: $RELX"  
[X Link](https://x.com/WTCM3/status/1996385458947854714)  2025-12-04T01:05Z 13.5K followers, [----] engagements


"on 15-17x NTM P/E 'floor' for medtech assets $MDT $HOLX $COO cc: $BX"  
[X Link](https://x.com/WTCM3/status/1996945539028471877)  2025-12-05T14:11Z 13.5K followers, [----] engagements


""After three years of very very hard difficult freight recession we believe finally the sun is going to start coming up in 26" $TFII"  
[X Link](https://x.com/WTCM3/status/1996998360251949113)  2025-12-05T17:41Z 13.5K followers, [----] engagements


""We forecast a 15% EBITDA CAGR for [---] ETR (45% of our NAV for Ferrovial) over 25-29E (102% cumulative EBITDA growth over 5y). the asset raised tolls by 25% for 26E and we expect its pricing power to remain considerable with tariff hikes at 10% p.a. over 27-29E" $FER"  
[X Link](https://x.com/WTCM3/status/1998412631254634562)  2025-12-09T15:21Z 13.5K followers, [----] engagements


"Ashtead $AHT F2Q26 vs. F1Q cc: $URI $HRI"  
[X Link](https://x.com/WTCM3/status/2000654145964159135)  2025-12-15T19:48Z 13.5K followers, [----] engagements


""what has $CHRW been doing" cc: $DSV"  
[X Link](https://x.com/WTCM3/status/2001753605393555494)  2025-12-18T20:37Z 13.5K followers, [----] engagements


""heroics not needed" $ICLR"  
[X Link](https://x.com/WTCM3/status/2003162641792115075)  2025-12-22T17:56Z 13.5K followers, [----] engagements


"EssilorLuxottica estimated mix shift 2024-2035E $EL"  
[X Link](https://x.com/WTCM3/status/2007110405869420860)  2026-01-02T15:23Z 13.5K followers, [----] engagements


"on Tecan / Intuitive Surgical relationship $ISRG $TECN"  
[X Link](https://x.com/WTCM3/status/2011456297322094730)  2026-01-14T15:12Z 13.5K followers, [----] engagements


"Danaher tools/dx risk matrix $DHR"  
[X Link](https://x.com/WTCM3/status/2011525631222440372)  2026-01-14T19:47Z 13.5K followers, [----] engagements


""In a flat market that consistency is precisely what differentiates Geberit" $GEBN via @LuxOpesResearch"  
[X Link](https://x.com/WTCM3/status/2011798930795753636)  2026-01-15T13:53Z 13.5K followers, [----] engagements


"on $TCOM risks from here cc: $JD"  
[X Link](https://x.com/WTCM3/status/2011824690461917348)  2026-01-15T15:35Z 13.5K followers, [----] engagements


"on Dunk/Jordan discounting (at 30-35%) in China: "this was impossible in the past. it's notably steep recently" $NKE $ADS"  
[X Link](https://x.com/WTCM3/status/2011828073956548910)  2026-01-15T15:49Z 13.5K followers, [----] engagements


"Infosys on current "accretive" pricing envioronment $INFY cc: $ACN $WIT"  
[X Link](https://x.com/WTCM3/status/2011885861697438203)  2026-01-15T19:39Z 13.5K followers, [----] engagements


"bioprocessing order commentary 1Q24-3Q25 $DIM $MRK $DHR $RGEN $AVTR"  
[X Link](https://x.com/WTCM3/status/2011915161670430724)  2026-01-15T21:35Z 13.5K followers, [----] engagements


"share-price implied LT FCF growth $IMCD"  
[X Link](https://x.com/WTCM3/status/2012153736186196283)  2026-01-16T13:23Z 13.5K followers, [----] engagements


"on incentive changes at Fresenius $FRE"  
[X Link](https://x.com/WTCM3/status/2012896059576471831)  2026-01-18T14:33Z 13.5K followers, [----] engagements


""Accentures 10-year historical premium to the sector has depleted across [----] with the stock now trading largely in line despite sector-leading growth" $ACN"  
[X Link](https://x.com/WTCM3/status/2014349946988667377)  2026-01-22T14:50Z 13.5K followers, [----] engagements


"potential $MRK AH spin cc: $ZTS $ELAN"  
[X Link](https://x.com/WTCM3/status/2016512509323219429)  2026-01-28T14:03Z 13.5K followers, [----] engagements


"$ADYEN vs. Stripe re: agentic commerce cc: $GOOGL $WMT"  
[X Link](https://x.com/WTCM3/status/2016938863093039511)  2026-01-29T18:17Z 13.5K followers, [----] engagements


"on various $SPOT debates cc: $WMG $UMG $SONY $AAPL"  
[X Link](https://x.com/WTCM3/status/2017243030722322824)  2026-01-30T14:26Z 13.5K followers, [----] engagements


"music vs. other sub pricing $NFLX $GOOGL $SPOT $AMZN $MTCH $MSFT"  
[X Link](https://x.com/WTCM3/status/2017244009517793683)  2026-01-30T14:30Z 13.5K followers, [----] engagements


"on the notion of AI replacing software: it is the most illogical think in the world and time will prove itself" cc: $NOW $SAP"  
[X Link](https://x.com/WTCM3/status/2019057099695706308)  2026-02-04T14:34Z 13.5K followers, [----] engagements


"$SAP AI-related KPIs 4Q25 disclosures"  
[X Link](https://x.com/WTCM3/status/2019124995075764576)  2026-02-04T19:04Z 13.5K followers, [----] engagements


""agentic commerce is more of a threat to branded FMCG." $XLP"  
[X Link](https://x.com/WTCM3/status/2021613657117904937)  2026-02-11T15:53Z 13.5K followers, [----] engagements


"chemical industry ROIC at lowest level in [--] years cc: $IMCD"  
[X Link](https://x.com/WTCM3/status/1993061616448160034)  2025-11-24T20:58Z 13.5K followers, [----] engagements


"Oakmark on 4Q25 $IMCD initiation"  
[X Link](https://x.com/WTCM3/status/2011531091841335455)  2026-01-14T20:09Z 13.5K followers, 21.1K engagements


"on defensiblility of Pro Medicus $PME now yours for just 80x FY26 EPS despite 70% LTM multiple contraction"  
[X Link](https://x.com/WTCM3/status/2022410017878728932)  2026-02-13T20:38Z 13.5K followers, [----] engagements


"good discussion of the "three-fold incongruity" of aircraft lessor stocks today ($AER $AL $FLY $AYR $2588 HK) from @East72Holdings h/t @abroninvestor http://east72.com.au/wp-content/uploads/2019/01/E72-Quarterly-Report-Dec-2018.pdf http://east72.com.au/wp-content/uploads/2019/01/E72-Quarterly-Report-Dec-2018.pdf"  
[X Link](https://x.com/WTCM3/status/1086786552204746753)  2019-01-20T00:44Z 13.5K followers, [--] engagements


"irreplaceable assets of East Japan Railway ($9020 JT) for 12x EPS https://www.jreast.co.jp/e/investor/ar/2018/pdf/ar_2018-all.pdf https://www.jreast.co.jp/e/investor/ar/2018/pdf/ar_2018-all.pdf"  
[X Link](https://x.com/WTCM3/status/1090625162968363008)  2019-01-30T14:57Z 13.5K followers, [--] engagements


"random screen for companies in S&P [---] w/ less than 2x net leverage ranked by gross profit as a % of tangible assets (top [--] shown below along with 10-year TSR CAGRs)"  
[X Link](https://x.com/WTCM3/status/1099386421859606528)  2019-02-23T19:12Z 13.5K followers, [---] engagements


"key elements of 'economic moats' compilation (slightly modified from Pat Dorsey's excellent presentation at [----] Sloan conference); please add other companies that you feel best represent the respective concepts (w/ explanation if necessary) https://dorseyasset.com/wp-content/uploads/2016/07/mit-sloan-investment-conference_competitive-advantage-and-capital-allocation_dorsey-asset-management_march-2017.pdf https://dorseyasset.com/wp-content/uploads/2016/07/mit-sloan-investment-conference_competitive-advantage-and-capital-allocation_dorsey-asset-management_march-2017.pdf"  
[X Link](https://x.com/WTCM3/status/1104419596524838912)  2019-03-09T16:32Z 13.5K followers, [---] engagements


"$5B-$15B market cap U.S. companies with 1/3/5/10/15/20 year annualized TSR 10% ranked by simple average of these six periods"  
[X Link](https://x.com/WTCM3/status/1135298578048462848)  2019-06-02T21:34Z 13.5K followers, [---] engagements


"@BluegrassCap @ChrisPavese"  
[X Link](https://x.com/WTCM3/status/1148975997930184704)  2019-07-10T15:23Z 13.5K followers, [---] engagements


"Terry Smith (2013) applying Kahneman's 'probability vs. importance' curve to the realm of high-quality stocks https://www.fundsmith.co.uk/docs/default-source/analysis---articles/return-free-risk-pdf.pdfsfvrsn=16 https://www.fundsmith.co.uk/docs/default-source/analysis---articles/return-free-risk-pdf.pdfsfvrsn=16"  
[X Link](https://x.com/WTCM3/status/1150606151924379648)  2019-07-15T03:20Z 13.5K followers, [---] engagements


"$SPOT short thesis from [----] Pershing Square challenge https://www8.gsb.columbia.edu/valueinvesting/sites/valueinvesting/files/Graham%20%20Doddsville_Issue%2033_v24.pdf https://www8.gsb.columbia.edu/valueinvesting/sites/valueinvesting/files/Graham%20%20Doddsville_Issue%2033_v24.pdf"  
[X Link](https://x.com/WTCM3/status/1151954548803551232)  2019-07-18T20:39Z 13.5K followers, [---] engagements


"$SHW is not your average paint business https://www.valueinvestorsclub.com/idea/SHERWIN-WILLIAMS_CO/6889635156 https://www.valueinvestorsclub.com/idea/SHERWIN-WILLIAMS_CO/6889635156"  
[X Link](https://x.com/anyuser/status/1160596366306922496)  2019-08-11T16:58Z 13.5K followers, [---] engagements


"thank you all; hopefully back soon"  
[X Link](https://x.com/WTCM3/status/1183891791633965056)  2019-10-14T23:46Z 13.5K followers, [---] engagements


"some good questions"  
[X Link](https://x.com/WTCM3/status/1513961008217432066)  2022-04-12T19:23Z 13.5K followers, [---] engagements


"nothing better than court documents for insight into competitive positioning $ISRG https://www.classaction.org/media/franciscan-alliance-inc-et-al-v-intuitive-surgical-inc.pdf https://www.classaction.org/media/franciscan-alliance-inc-et-al-v-intuitive-surgical-inc.pdf"  
[X Link](https://x.com/WTCM3/status/1514577967153831938)  2022-04-14T12:15Z 13.5K followers, [---] engagements


"TSR disaggregation of top quartile B2B distributors (2015-2019) $CDW $ECM $POOL $INDT $DPLM $EBO $IMCD $SYY $ORLY $REH $WSO $AZO"  
[X Link](https://x.com/anyuser/status/1518558012578963461)  2022-04-25T11:50Z 13.5K followers, [---] engagements


"'attractive market structure' portfolio https://www.brownadvisory.com/sites/default/files/Brown%20Advisory%20Global%20Focus%20Strategy%20Presentation.pdf https://www.brownadvisory.com/sites/default/files/Brown%20Advisory%20Global%20Focus%20Strategy%20Presentation.pdf"  
[X Link](https://x.com/WTCM3/status/1518917382386954241)  2022-04-26T11:38Z 13.5K followers, [---] engagements


"reminder of $GOOGL presence across the entire ad tech value chain"  
[X Link](https://x.com/WTCM3/status/1519283372459188224)  2022-04-27T11:52Z 13.5K followers, [---] engagements


"value creation vs. value destruction $ROP $GE"  
[X Link](https://x.com/anyuser/status/1521133238818942978)  2022-05-02T14:23Z 13.5K followers, [---] engagements


"if you find yourself in a hole stop digging"  
[X Link](https://x.com/WTCM3/status/1526660629817352198)  2022-05-17T20:27Z 13.5K followers, [---] engagements


"$AMZN June [----] presentation https://press.aboutamazon.com/static-files/c7b6e81c-d132-4fa0-9d6e-96e816c302ef https://press.aboutamazon.com/static-files/c7b6e81c-d132-4fa0-9d6e-96e816c302ef"  
[X Link](https://x.com/WTCM3/status/1532779912406392832)  2022-06-03T17:43Z 13.5K followers, [---] engagements


"the 'five tools' of value creation via @FortunaAdv"  
[X Link](https://x.com/WTCM3/status/1536378273361719298)  2022-06-13T16:01Z 13.5K followers, [---] engagements


"1/ Chanos on Odd Lots: "Almost the whole cross section of REITs just seems absurd to us that youre going to be buying apartment buildings at a 3% cap rate before capital spending and pre-tax with the 10-year at 330bps today that just makes no sense." $VNQ"  
[X Link](https://x.com/WTCM3/status/1537390243300749313)  2022-06-16T11:02Z 13.5K followers, [---] engagements


"Harding Loevner 'quality assessment framework' $TMO example"  
[X Link](https://x.com/WTCM3/status/1546194433896497154)  2022-07-10T18:07Z 13.5K followers, [---] engagements


"20 companies in SPX currently $30B mkt cap with 1x avg. net leverage and 8-12% avg. FCF/sh growth over past decade sorted by multiple expansion (third column)"  
[X Link](https://x.com/WTCM3/status/1549175103799296001)  2022-07-18T23:31Z 13.5K followers, [---] engagements


"retailer 3-year inventory and sales growth as of most recent quarter $XRT"  
[X Link](https://x.com/WTCM3/status/1560648309798277120)  2022-08-19T15:22Z 13.5K followers, [---] engagements


"Hohn on private vs. public equity investing: "amost by definition you were buying inferior businesses""  
[X Link](https://x.com/WTCM3/status/1563886316663840770)  2022-08-28T13:48Z 13.5K followers, [---] engagements


"pecking order of value-creating growth tactics"  
[X Link](https://x.com/WTCM3/status/1614640161249181696)  2023-01-15T15:06Z 13.5K followers, [----] engagements


""Companies can have identical P/E multiples for dramatically different reasons. the rare company that can combine high growth with high returns on capital should enjoy extremely high multiples""  
[X Link](https://x.com/WTCM3/status/1647230896720805889)  2023-04-15T13:30Z 13.5K followers, 69.6K engagements


""the question of optimal capital allocation lends itself less to a specific answer than to a set of decision rules.""  
[X Link](https://x.com/anyuser/status/1675507778238947330)  2023-07-02T14:12Z 13.5K followers, 23.5K engagements


"higher value tests/modalities + acclerating outsourcing of lab services & diagnostic imaging + M&A acumen = Sonic Healthcare revenue growth $SHL AU"  
[X Link](https://x.com/WTCM3/status/1680604699089666052)  2023-07-16T15:45Z 13.5K followers, [----] engagements


"ROIC x reinvestment FCF growth dividend growth"  
[X Link](https://x.com/anyuser/status/1681422353421533186)  2023-07-18T21:55Z 13.5K followers, 25.3K engagements


""Since 2004/05 Coloplast has only had one year in which it delivered less than 5% organic growth which was during the pandemic in 2019/20" $COLOB DC"  
[X Link](https://x.com/WTCM3/status/1728126040822935892)  2023-11-24T18:58Z 13.5K followers, [----] engagements


"U.S. per capita alcohol consumption 1960-2022"  
[X Link](https://x.com/WTCM3/status/1747356185835995530)  2024-01-16T20:32Z 13.5K followers, 36.3K engagements


"mag7 return attribution 2020-2023"  
[X Link](https://x.com/WTCM3/status/1753783164697211161)  2024-02-03T14:11Z 13.5K followers, 44.5K engagements


"estimated franchisee payback periods $DPZ $CMG $MCD"  
[X Link](https://x.com/anyuser/status/1801672495503679726)  2024-06-14T17:46Z 13.5K followers, 44.6K engagements


""While $MELI continues to outperform as Mexico GMV grew 30% y/y in 1Q24 $WALMEX is gradually reducing the growth gap in e-comm on a y/y and 2y stacked basis.""  
[X Link](https://x.com/WTCM3/status/1810441999834632576)  2024-07-08T22:33Z 13.5K followers, [----] engagements


"all roads lead to $TSM"  
[X Link](https://x.com/anyuser/status/1815856213331951939)  2024-07-23T21:07Z 13.5K followers, 24.4K engagements


"ingredients average ROCE 2015-2022 $NSISB $CRDA $AAK $GIVN $KYGA $SY1 $DSFIR cc: $IFF $DOW"  
[X Link](https://x.com/WTCM3/status/1862525991802790097)  2024-11-29T15:56Z 13.5K followers, [----] engagements


""Porsche is the next Ferrari" $RACE $P911"  
[X Link](https://x.com/WTCM3/status/1887916188149366965)  2025-02-07T17:27Z 13.5K followers, 25.4K engagements


""Anything that doesnt increase cash flows doesnt create value"  
[X Link](https://x.com/WTCM3/status/1915376814861516972)  2025-04-24T12:06Z 13.5K followers, 18.2K engagements


"thoughts on what truly drives superior investment outcomes"  
[X Link](https://x.com/WTCM3/status/1920155312952168847)  2025-05-07T16:34Z 13.5K followers, 22.7K engagements


"Montier (2002) on the top [--] 'investment pitfalls'"  
[X Link](https://x.com/WTCM3/status/1920452373194871233)  2025-05-08T12:15Z 13.5K followers, 12K engagements


"MS 'Global Best Business Models' v5 (Jan-25): "These firms are currently delivering a 40% median trailing ROE premium vs. ACWI vs. a forward P/E premium of 17%""  
[X Link](https://x.com/WTCM3/status/1921540520863531488)  2025-05-11T12:18Z 13.5K followers, 20.4K engagements


"O'Leary on the inevitable consolidation in Europe given Ryanair's widening unit cost advantage $RYA $WIZZ $EZY cc: $LUV"  
[X Link](https://x.com/WTCM3/status/1924527615043317965)  2025-05-19T18:08Z 13.5K followers, [----] engagements


""In fact keeping non-AI demand flat at $471B through [----] would translate into global chip demand $1.2T in [----]. even with litho intensity declining to 22.5% (on 15% WFE intensity) $ASML would be able to meet the mid-point of its [----] guide""  
[X Link](https://x.com/WTCM3/status/1940753342495707211)  2025-07-03T12:43Z 13.5K followers, 11.2K engagements


"Mag7 (with $AVGO not $TSLA) vs. rest via BAML"  
[X Link](https://x.com/anyuser/status/1984295457665778115)  2025-10-31T16:24Z 13.5K followers, 126.6K engagements


""The 2H21-2024 period of unusually strong growth for the brokers was a confluence of several factors occurring at the same time or in quick succession." $BRO $AGJ $WTW $AON $MMC"  
[X Link](https://x.com/WTCM3/status/1985400364598800746)  2025-11-03T17:35Z 13.5K followers, [----] engagements


"$ADYEN volume growth vs. weighted average growth of top [--] listed merchants CY16-26E cc: $SPOT $META $NFLX $UBER $NKE $MCD $ABNB $HMB"  
[X Link](https://x.com/WTCM3/status/1995931599121383458)  2025-12-02T19:02Z 13.5K followers, [----] engagements


"20% of U.S. cataract surgery volume now under PE ownership $ALC"  
[X Link](https://x.com/WTCM3/status/2011445652048449743)  2026-01-14T14:29Z 13.5K followers, [----] engagements


""over the past five years Li Ning has been trading between [--] and [--] times forward earnings." $2331 HK"  
[X Link](https://x.com/WTCM3/status/1582109101244702720)  2022-10-17T20:39Z 13.5K followers, [--] engagements


"E&E service opportunity via KONE: "But out of these [--] million units that are in service our estimate is that close to [--] million of those are over [--] years old. so that's the vast modernization opportunity that we see in the market" $KNEBV $OTIS $SCHP"  
[X Link](https://x.com/WTCM3/status/1783188810861318156)  2024-04-24T17:38Z 13.5K followers, [----] engagements


"GS EU conviction list themes"  
[X Link](https://x.com/WTCM3/status/1843697709032845812)  2024-10-08T16:59Z 13.5K followers, [----] engagements


""The tequila industry is set for a very turbulent 2025" $DGE $CPR $CUERVO $BF $RI"  
[X Link](https://x.com/WTCM3/status/1873478621094138080)  2024-12-29T21:18Z 13.5K followers, [----] engagements


""a year of rotations and style factor crowding.""  
[X Link](https://x.com/WTCM3/status/1988984057821331479)  2025-11-13T14:55Z 13.5K followers, 102.2K engagements

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