# ![@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)  59.02% [cryptocurrencies](/list/cryptocurrencies)  20.49% [technology brands](/list/technology-brands)  18.85% [finance](/list/finance)  10.66% [countries](/list/countries)  2.46% [financial services](/list/financial-services)  2.46% [agencies](/list/agencies)  0.82% [fashion brands](/list/fashion-brands)  0.82%

**Social topic influence**
[$googl](/topic/$googl) 7.38%, [growth](/topic/growth) 7.38%, [list](/topic/list) 4.92%, [ai](/topic/ai) 4.1%, [in the](/topic/in-the) 4.1%, [$ma](/topic/$ma) 3.28%, [$dhr](/topic/$dhr) 3.28%, [$imcd](/topic/$imcd) #1, [$amzn](/topic/$amzn) 3.28%, [$msft](/topic/$msft) 3.28%

**Top accounts mentioned or mentioned by**
[@luxopesresearch](/creator/undefined) [@mjmauboussin](/creator/undefined) [@aswathdamodaran](/creator/undefined) [@johnhuber72](/creator/undefined) [@chaoticflow](/creator/undefined) [@inves2grow](/creator/undefined) [@pandaquantai](/creator/undefined) [@saynototrading](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Mastercard, Inc. (MA)](/topic/$ma) [Danaher Corporation (DHR)](/topic/$dhr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Accenture (ACN)](/topic/$acn) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Tradeweb Markets Inc. Class A Common Stock (TW)](/topic/$tw) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [Wise (WISE)](/topic/$wise) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Bitforex Token (BF)](/topic/$bf) [Costco Hot Dog (COST)](/topic/$cost) [Otis Worldwide Corp (OTIS)](/topic/$otis) [Watsco, Inc. (WSO)](/topic/$wso) [Effect.AI (EFX)](/topic/$efx) [Icon Plc (ICLR)](/topic/$iclr) [Synopsys, Inc. (SNPS)](/topic/$snps) [General Electric Company (GE)](/topic/$ge) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Metadium (META)](/topic/$meta) [AhaToken (AHT)](/topic/$aht) [United Rentals, Inc. (URI)](/topic/$uri) [KLA Corp (KLAC)](/topic/$klac) [S&P Global Inc (SPGI)](/topic/$spgi) [Msci Inc (MSCI)](/topic/$msci) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Apple, Inc. (AAPL)](/topic/$aapl) [Thomson Reuters Corporation (TRI)](/topic/$tri) [RELX PLC (RELX)](/topic/$relx) [Blackstone, Inc. (BX)](/topic/$bx) [Zoetis Inc (ZTS)](/topic/$zts) [Walmart, Inc. (WMT)](/topic/$wmt) [Spotify Technology (SPOT)](/topic/$spot) [SAP SE (SAP)](/topic/$sap) [Ferro (FER)](/topic/$fer) [Alibaba Group (BABA)](/topic/$baba) [Robotics Intelligence (RI)](/topic/$ri) [Waste Management, Inc. (WM)](/topic/$wm) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Chemed Corporation (CHE)](/topic/$che) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Copart, Inc. (CPRT)](/topic/$cprt) [Nasdaq Inc (NDAQ)](/topic/$ndaq) [Merit Circle (MC)](/topic/$mc) [Waste Connections, Inc. (WCN)](/topic/$wcn) [Decentral Games ICE (ICE)](/topic/$ice) [CME Group Inc (CME)](/topic/$cme) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Marsh & McLennan Companies, Inc. (MMC)](/topic/$mmc) [Intuit Inc. (INTU)](/topic/$intu) [Strong Global Entertainment, Inc. (SGE)](/topic/$sge)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Im looking to join a new team (public equities); currently based in NYC but flexible. DMs open / wtcm2023 at gmail and thanks for the help"  
[X Link](https://x.com/WTCM3/status/1668592443862794240)  2023-06-13T12:13Z 13.5K followers, 110.1K engagements


"global elevator market share $OTIS $SCHP $KNEBV"  
[X Link](https://x.com/WTCM3/status/1814367306144985379)  2024-07-19T18:30Z 13.5K followers, 14.3K 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


"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


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


""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


""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


"$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


"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


"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


"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


""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


"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


""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


"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


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


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


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


"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


"List of select S&P [---] companies that (relatively) clearly post ROIC metric in press releases annual reports presentations proxies and/or other filings. Sorted by [----] y/y change in ROIC (unaltered from the respective mgmts' non-GAAP calculations)"  
[X Link](https://x.com/anyuser/status/1106565926416072710)  2019-03-15T14:40Z 13.5K followers, [---] engagements


"Executive Summary: "How can you not own $POOL" (from October [----] JEF initiation at.Hold)"  
[X Link](https://x.com/anyuser/status/1152672182100582401)  2019-07-20T20:10Z 13.5K followers, [---] engagements


"non-exhaustive list of funds/managers with consistently thoughtful & detailed commentary (via letters blogs articles etc.) on individual businesses industries and portfolio decisions; obviously missing a ton so please add other favorites"  
[X Link](https://x.com/anyuser/status/1156555382615150592)  2019-07-31T13:21Z 13.5K followers, [---] engagements


"really great passage from former SEC accountant on why cash is king"  
[X Link](https://x.com/anyuser/status/1162095099930537985)  2019-08-15T20:13Z 13.5K followers, [---] engagements


"building a list of companies indisputably obsessed with investing in/preserving the happiness of their employees (ultimately translating to well-above-avg labor retention and so many other tangible/intangible advantages). Examples to start via $DG $COST $JKHY $DRI; please add"  
[X Link](https://x.com/anyuser/status/1164270112934752256)  2019-08-21T20:16Z 13.5K followers, [---] engagements


"list of $5B cap U.S. companies with negative working capital net leverage 3x 10% FCF margins ROIC/WACC 1.5x and F20E sales growth 4% (cc: $ROL $IDXX $VRSK $WM $CHD $ORLY $CHE)"  
[X Link](https://x.com/anyuser/status/1169981213886386181)  2019-09-06T14:30Z 13.5K followers, [---] engagements


"Li Lu [----] talk in Greenwald's class at Columbia: "most of the time you spend as a professional investor is really as an academic a researcher a journalist really. to have insatiable curiosity" https://youtu.be/lot9BnFgO3k https://youtu.be/lot9BnFgO3k"  
[X Link](https://x.com/anyuser/status/1170470760541900800)  2019-09-07T22:55Z 13.5K followers, [---] engagements


""The most successful moats have multiple flywheels that feed off of each others momentum" (cc: $GOOGL $WMT $AMZN $MSFT $KO $FB) https://futureblind.com/ https://futureblind.com/"  
[X Link](https://x.com/anyuser/status/1171154890485202944)  2019-09-09T20:14Z 13.5K followers, [---] engagements


"always revisit the base rates"  
[X Link](https://x.com/anyuser/status/1537130517342175232)  2022-06-15T17:50Z 13.5K followers, [---] engagements


"$ASML "hasn't been this undervalued at any point since $MORN analysts began covering the company in 2004" $TER $AMAT $LCRX $KLAC"  
[X Link](https://x.com/anyuser/status/1541508138125369348)  2022-06-27T19:45Z 13.5K followers, [---] engagements


"BG Int'l Alpha PM: "Whether we reflect on the portfolio as a whole or one of our favourite companies the conclusions are similar: sustained periods of uncomfortable performance are inevitable but ultimately they will pass and great businesses will endure and be rewarded" $ATCOA"  
[X Link](https://x.com/WTCM3/status/1632833692040065024)  2023-03-06T20:01Z 13.5K followers, [--] engagements


"ROIC WACC seems obvious but "large numbers of companies around the world still misplace their focus and should consider reviewing the empirical evidence.""  
[X Link](https://x.com/anyuser/status/1647945825857724416)  2023-04-17T12:51Z 13.5K followers, 44.5K engagements


"GPT-4 on why Copart has high ROIC; still astonishing to me that this is v1 (w/ Sept [----] cutoff) $CPRT $MSFT $GOOGL $NVDA"  
[X Link](https://x.com/anyuser/status/1649797398674251780)  2023-04-22T15:28Z 13.5K followers, 41.8K engagements


"durable ROIC port feels 'expensive' but still probably outperforms all indices over next [--] years if you own equal weight day [--] and do absolutely nothing else"  
[X Link](https://x.com/anyuser/status/1665788874847580161)  2023-06-05T18:33Z 13.5K followers, 20.1K engagements


"another 'multibillion dollar windfall' for Thoma Bravo (getting $10.5B for an asset generating $300MM FCF after paying a combined $5.7B); $NDAQ leverage to 5x & ROIC further torched"  
[X Link](https://x.com/anyuser/status/1668236989349412865)  2023-06-12T12:41Z 13.5K followers, 47.6K engagements


""Investors therefore should think in terms of ROIC reinvestment opps and IC; unfortunately (fortunately for those that do) this is not what happens. both are actually great companies and a full analysis would consider the EVA $ valuation and future outlook" $COST $MC"  
[X Link](https://x.com/anyuser/status/1670404620969967622)  2023-06-18T12:14Z 13.5K followers, 23.7K engagements


""We're experiencing a similar moment in the air-conditioning space to what the car industry was facing six to [--] years ago" $CARR $TT $LII $AAON $WSO"  
[X Link](https://x.com/anyuser/status/1674402767136346113)  2023-06-29T13:01Z 13.5K followers, 18.9K engagements


"$ASML litho share 2001-2022 $7751 $7731"  
[X Link](https://x.com/anyuser/status/1728857827547189579)  2023-11-26T19:26Z 13.5K followers, 30.4K engagements


"$EQT on waste barriers to entry cc: $WCN $GFL $WM $RSG"  
[X Link](https://x.com/anyuser/status/1734317921051013396)  2023-12-11T21:03Z 13.5K followers, 20.1K engagements


""Readers might have heard that lower maintenance costs are a major EV advantage. as Hertz discovered the opposite is true" cc: $ORLY $AZO"  
[X Link](https://x.com/anyuser/status/1747673299146899762)  2024-01-17T17:32Z 13.5K followers, 14.5K engagements


"bioprocessing markets + shares $DHR $TMO $MRK $SRT"  
[X Link](https://x.com/anyuser/status/1773014397729878373)  2024-03-27T15:49Z 13.5K followers, 18.5K engagements


"William Lock (MSIM)'s "10 lessons learned from [--] years of investing""  
[X Link](https://x.com/anyuser/status/1782134585167347807)  2024-04-21T19:49Z 13.5K followers, 15.1K engagements


"global exchanges 'recurring' revenue definitions and recurring % of total $ICE $LSEG $CME $TW $NDAQ"  
[X Link](https://x.com/anyuser/status/1798051208323830076)  2024-06-04T17:56Z 13.5K followers, 27.6K engagements


"'luxury' store densities $RMS $MC $MONC $BC"  
[X Link](https://x.com/anyuser/status/1809957398078947331)  2024-07-07T14:27Z 13.5K followers, 30K engagements


"EU industrials ROCE vs. EV/CE $ATCOA $ABBN $ASSAB $SU $LR"  
[X Link](https://x.com/WTCM3/status/1864682487378575486)  2024-12-05T14:45Z 13.5K followers, [----] engagements


"U.S. alcohol inventory/sales 1992-present $DGE $RI $BF $ABI $STZ"  
[X Link](https://x.com/anyuser/status/1891461818826047641)  2025-02-17T12:16Z 13.5K followers, 27K engagements


"Cowen on various $ASML risks cc: $AMAT $LRCX $8035"  
[X Link](https://x.com/anyuser/status/1901343013529432467)  2025-03-16T18:41Z 13.5K followers, 14.5K engagements


"Jon Gray of $BX on what makes a good business and why $HLT is one of the best (via Tangen convo)"  
[X Link](https://x.com/anyuser/status/1902072667966205999)  2025-03-18T19:00Z 13.5K followers, 17.4K engagements


"info services OSG vs. valuation $FICO $SPGI $MSCI $VRSK"  
[X Link](https://x.com/anyuser/status/1903224113428037923)  2025-03-21T23:16Z 13.5K followers, 13.6K engagements


"Capital PM Diana Wagner on speaking at Wennink & van den Brink's retirement dinners and relationships as an AI-proof investment edge $ASML $TSM $7731 $7751"  
[X Link](https://x.com/anyuser/status/1926008859782451338)  2025-05-23T20:14Z 13.5K followers, 15.1K engagements


""a leopard can change its spots" $BTI"  
[X Link](https://x.com/anyuser/status/1926676685216178625)  2025-05-25T16:28Z 13.5K followers, 23.7K engagements


"on $V $MA stablecoin risk"  
[X Link](https://x.com/anyuser/status/1933776689525297622)  2025-06-14T06:41Z 13.5K followers, 25.9K engagements


"Zoetis $ZTS valuation has now completed full round trip from [----] listing to today (18x NTM P/E min to 47x max)"  
[X Link](https://x.com/WTCM3/status/1985739779741266405)  2025-11-04T16:03Z 13.5K followers, 26.7K 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


"Akre on $V/$MA investments ("theres not a word in the English language superlative enough to talk about their operating margins and returns on capital") and 'beat by a penny miss by a penny' syndrome http://investorfieldguide.com/akre/ http://investorfieldguide.com/akre/"  
[X Link](https://x.com/WTCM3/status/1141369523372744704)  2019-06-19T15:37Z 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


"Clear competitive advantage(s) makes common measures/beliefs easier to create and use drives more transparency learning and adaptation. Which companies have 'virtuous loop' of all three design principles"  
[X Link](https://x.com/WTCM3/status/1514199688773308421)  2022-04-13T11:11Z 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


"@mjmauboussin @AswathDamodaran have you ever expanded on this topic $DHR an interesting case study given low/declining 'headline' ROIC (goodwill now $41B or 50% of assets) but incredible growth in FCF/share clear M&A prowess and tons of value creation"  
[X Link](https://x.com/WTCM3/status/1526522303487651846)  2022-05-17T11:17Z 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


""The market for cloud computing walks and quacks like an oligopoly with Amazon Web Services Microsoft Azure Google Cloud and Alibaba Cloud accounting for around [--] per cent of global revenues." $AMZN $MSFT $GOOGL $BABA $KD"  
[X Link](https://x.com/WTCM3/status/1546488895302471681)  2022-07-11T13:37Z 13.5K followers, [---] engagements


"8 of [--] 'Good to Great' companies underperformed from 2001-2010 (the decade after Collins' book was published) two essentially went bankrupt and Gillette was ultimately an $8B write-off; chart from Reichhfeld's (creator of the net promotor score) new book"  
[X Link](https://x.com/WTCM3/status/1550930005294809094)  2022-07-23T19:45Z 13.5K followers, [---] engagements


"handful of mgmt teams that *repeatedly* talk about and prioritize free cash flow per share growth $NXST $CHE $LHX $LMT $TXN $CACI $WCN"  
[X Link](https://x.com/WTCM3/status/1551245095764168704)  2022-07-24T16:37Z 13.5K followers, [---] engagements


""pricing power standouts""  
[X Link](https://x.com/WTCM3/status/1559873953237241856)  2022-08-17T12:05Z 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


""Rank every firm (excluding REITS) in the S&P [---] by their average net-profit margins last year five years ago and a decade ago and only four appear in the top [--] every time. Two are financial-information firms $ICE and $CME. The others are $MA and $V.""  
[X Link](https://x.com/WTCM3/status/1561480633263820800)  2022-08-21T22:29Z 13.5K followers, [---] engagements


"inspired by @JohnHuber72 list of $10B mkt cap businesses globally (33 in total) with [--] periods of positive FCF/share growth over last decade an FCF/sh CAGR 10% and average net debt/EBITDA 3.0x"  
[X Link](https://x.com/WTCM3/status/1564944126247845889)  2022-08-31T11:52Z 13.5K followers, [---] engagements


"on $AMZN retail profitability: "If margins ex-ads return to 5% by [----] that would yield $29bn EBT. Let's assume ads come in at 35% margins (avg of $GOOGL and $META) that would add another $27bn EBT. Total retail EBT would be $56bn at that point or $45bn NI" (via MarAzul)"  
[X Link](https://x.com/WTCM3/status/1670110627543539712)  2023-06-17T16:46Z 13.5K followers, 136.3K engagements


""Atlas Copco has also taken only one major impairment on acquisitions in the past [--] years with an impairment on goodwill for a rental business that it bought in the 1990s and then sold in 2002" (out of [---] deals over past decade) $ATCOA SS"  
[X Link](https://x.com/WTCM3/status/1677347640160272385)  2023-07-07T16:03Z 13.5K followers, [----] engagements


"mag7 vs. [---] vs. EU indexed EPS 2013-2024"  
[X Link](https://x.com/WTCM3/status/1803825311173292439)  2024-06-20T16:20Z 13.5K followers, 30.4K engagements


""the rising cost of attention""  
[X Link](https://x.com/WTCM3/status/1891188963529961855)  2025-02-16T18:12Z 13.5K followers, 21K engagements


"on the Epiroc 'migration' (and re-rating) $EPIA $ATCOA cc: $METSO"  
[X Link](https://x.com/WTCM3/status/1943378728353947665)  2025-07-10T18:36Z 13.5K followers, [----] engagements


"guide to SaaS financial performance from Joel York (author of @chaoticflow blog) http://chaotic-flow.com/media/saas-metrics-guide-to-saas-financial-performance.pdf http://chaotic-flow.com/media/saas-metrics-guide-to-saas-financial-performance.pdf"  
[X Link](https://x.com/WTCM3/status/1172248055099338753)  2019-09-12T20:38Z 13.5K followers, [---] engagements


"Baillie Gifford Global Income Growth 'porftolio pyramid'"  
[X Link](https://x.com/WTCM3/status/1565318710990184450)  2022-09-01T12:40Z 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


"Koller reminding that two companies can create same value with materially different combos of growth & ROIC $COST $BF"  
[X Link](https://x.com/WTCM3/status/1659587784468733953)  2023-05-19T15:52Z 13.5K followers, 54.9K engagements


"ROIIC is theoretically elegant but practically unforecastable - and often irrelevant to actual investment outcomes. if anything it's better used retrospectively to validate whether a capital allocation strategy is working not as a forward-looking driver of returns"  
[X Link](https://x.com/WTCM3/status/1919095427208495139)  2025-05-04T18:22Z 13.5K followers, 22.9K engagements


"select businesses with seemingly real/durable 'proprietary tech stack' comp advantage; others (most interested in those outside of the IT GICS) $ADYEN $WISE $MNDY $GRMN $IMCD $DSV $CPRT $MELI $SNOW cc: $ADBE"  
[X Link](https://x.com/WTCM3/status/1925923671412969667)  2025-05-23T14:35Z 13.5K followers, 15K engagements

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