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# ![@_inpractise Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3845014336.png) @_inpractise In Practise

In Practise posts on X about $csu, $wise, $avtr, money the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::3845014336/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3845014336/c:line/m:interactions.svg)

- X Week XXXXXX +108%
- X Month XXXXXXX +119%
- X Months XXXXXXX +46%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::3845014336/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3845014336/c:line/m:posts_active.svg)

- X Week XX +19%
- X Month XX -XXXX%
- X Months XXX +5.70%
- X Year XXX +72%

### Followers: XXXXXX [#](/creator/twitter::3845014336/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3845014336/c:line/m:followers.svg)

- X Week XXXXXX +0.21%
- X Month XXXXXX +0.77%
- X Months XXXXXX +4.60%
- X Year XXXXXX +11%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::3845014336/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3845014336/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::3845014336/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[$csu](/topic/$csu) #7, [$wise](/topic/$wise) 1.57%, [$avtr](/topic/$avtr) #1, [money](/topic/money) 1.18%, [$de](/topic/$de) 1.18%, [$agco](/topic/$agco) #1, [$cnh](/topic/$cnh) 1.18%, [$uber](/topic/$uber) 0.79%, [$goog](/topic/$goog) 0.79%, [honeywell](/topic/honeywell) XXXX%

**Top accounts mentioned or mentioned by**
[@milehighmonk](/creator/undefined) [@annellojeff](/creator/undefined) [@bigideascapital](/creator/undefined) [@acquirers_club](/creator/undefined) [@fyee0308](/creator/undefined) [@chriswmayer](/creator/undefined) [@ft](/creator/undefined) [@sama](/creator/undefined) [@darioamodei](/creator/undefined) [@martynziegler](/creator/undefined) [@valueinvest12](/creator/undefined) [@edsstokes](/creator/undefined) [@bonhoefferkds](/creator/undefined) [@bookingcom](/creator/undefined) [@inpractise](/creator/undefined) [@bonhoeffer_kds](/creator/undefined) [@adrivalue](/creator/undefined) [@quartr_app](/creator/undefined) [@azizalsalim](/creator/undefined) [@georgemallouh](/creator/undefined)

**Top assets mentioned**
[Wise (WISE)](/topic/$wise) [Avantor, Inc. (AVTR)](/topic/$avtr) [Deere & Company (DE)](/topic/$de) [AGCO, Corp. (AGCO)](/topic/$agco) [CNH INDUSTRIAL N.V. (CNH)](/topic/$cnh) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Honeywell International Inc (HON)](/topic/honeywell) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Danaher Corporation (DHR)](/topic/$dhr) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [RealFevr (FEVR)](/topic/$fevr) [Banco Santander S.A. (SAN)](/topic/banco-santander) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Copart, Inc. (CPRT)](/topic/$cprt) [Ritchie Bros. Auctioneers Incorporated (RBA)](/topic/$rba) [Middleby Corp (MIDD)](/topic/$midd) [Johnson & Johnson (JNJ)](/topic/johnson-johnson)
### Top Social Posts [#](/creator/twitter::3845014336/posts)
---
Top posts by engagements in the last XX hours

"Former Cytiva president on post-pandemic shift in single-use and filtration stickiness $DHR $AVTR "During the pandemic there were severe supply shortages which you are of course aware of. This forced the owners of molecules to change suppliers. If you couldn't get your virus filter you had two options stop producing or change your virus filter. Prior to the pandemic this was seen to be an impossible or very difficult thing to do and no one wanted to get involved in it. During the pandemic they discovered that equivalent studies are a lot easier than they thought and a lot of the things which"  
[X Link](https://x.com/_inpractise/status/1972703920272130500) [@_inpractise](/creator/x/_inpractise) 2025-09-29T16:44Z 25.2K followers, 8393 engagements


"Former Games Workshop Director on IP development discussions: $GAW "Trust is essential on both sides. However it became apparent that the focus was on selling Warhammer to the highest bidder to make something. Personally I think that's the wrong approach to developing shows and building a relationship with a streamer.Kevin used to ask me "So how much money have you made me" I would respond "Kevin have you read my six-slide presentation from my interview It's about investing a year of development selecting the right partner and then creating something to release in the marketplace. It's a"  
[X Link](https://x.com/_inpractise/status/1972631064100151697) [@_inpractise](/creator/x/_inpractise) 2025-09-29T11:54Z 25.2K followers, 2451 engagements


"A former Senior Executive at Ashtead Technology $AT.L explains how the company's relative scale and logistics advantages help it navigate the inherently unpredictable subsea equipment rental operating environment: "For large construction projects say in the Gulf of Mexico or West Africa you typically know a year or six months in advance. The date might change the exact field layout might change and the number of components might change slightly but you have better visibility. However the rental company might not be decided at that point. They may come to the rental company quite late and say"  
[X Link](https://x.com/_inpractise/status/1975670997488431538) [@_inpractise](/creator/x/_inpractise) 2025-10-07T21:14Z 25.2K followers, 3987 engagements


"Former WebBeds director on wholesaler margins: $HBX $WEB "No distributors can't see that with the way they sell. That's not something that's visible. It depends on the price you buy because they all sell the same model at the same rate. So the people buying it are doing so at more or less the same rate. They're not going to notice and say "Oh I'll keep buying from these because I make less from this than that." The X% and X% is internal to their calculations depending on the mix. It depends on the mix of what they sell whether it's third-party direct or the type of contract deal they have. If"  
[X Link](https://x.com/_inpractise/status/1977692749827637676) [@_inpractise](/creator/x/_inpractise) 2025-10-13T11:07Z 25.2K followers, 2118 engagements


"$csu on its reporting and benchmarking capabilities and why they remove XX% of CFOs"  
[X Link](https://x.com/_inpractise/status/1976014487909171633) [@_inpractise](/creator/x/_inpractise) 2025-10-08T19:59Z 25.2K followers, 16.2K engagements


"Former Waymo director on Waymo long-term licensing ambitions: $GOOG $UBER $LYFT "They are operating as a robotaxi company to demonstrate the market. This context helps clarify their actions. If they only wanted to be a robotaxi company and compete as a first-party service it wouldn't make sense. Their aim is to license their technology. Currently they are experimenting with different models. They will maintain a robotaxi presence in the U.S. with a first-party ride-hailing service in select markets maybe XX or XX. In the future they would prefer if the Waymo Driver is not just in Waymo One"  
[X Link](https://x.com/_inpractise/status/1977337257112580371) [@_inpractise](/creator/x/_inpractise) 2025-10-12T11:35Z 25.2K followers, 36.7K engagements


"Former Vela Software portfolio manager about Constellation's focus on OPEX reductions: $CSU "The focus was on raising your grounded growth and finding ways to cut operating expenses. They are averse to increasing OPEX. For example when I built the cybersecurity service within our group it was extremely difficult to get approval because it would increase OPEX for all participating companies. It was very challenging to get that approved. Any gains in OPEX are highly valued and operators who want to expand their portfolio with Constellation or gain attention or advance within the company need to"  
[X Link](https://x.com/_inpractise/status/1977693855475450324) [@_inpractise](/creator/x/_inpractise) 2025-10-13T11:12Z 25.2K followers, 3621 engagements


"On Cintas' position in the market: "It's a market they need to continue in. They bundle services with fire safety PPE items uniforms washing rugs you name it. Cintas is a huge corporation that takes the load off people. Although their costs are high the balance is that someone else handles it for them. However they are very predatory with their contracts. Once you sign with them it's difficult to get out of it. They require a lot to terminate a contract and they hold people to it. They don't like releasing someone from a contract""  
[X Link](https://x.com/_inpractise/status/1978765020386169153) [@_inpractise](/creator/x/_inpractise) 2025-10-16T10:08Z 25.2K followers, 1567 engagements


"$fevr tonic and ginger beer value gains 2020-24"  
[X Link](https://x.com/_inpractise/status/1943438695962378381) [@_inpractise](/creator/x/_inpractise) 2025-07-10T22:34Z 25.2K followers, 3128 engagements


"Former Swift Director about Swift network fees $WISE: "WIFT is only charging - whether it's Banco Santander whether it's the U.S. bank - about XXXX Euro cents up to XXXX Euro cents per message. SWIFT has a fixed fee arrangement over a period usually about three years when I worked there maybe they've extended that. Over a three-year period or whatever it is now it has this fixed fee arrangement with many of its members to lock them in and ensure cash flow which is reinvested into the network availability and core infrastructure. But then there are service and product fees. It's not just the"  
[X Link](https://x.com/_inpractise/status/1949782235835482125) [@_inpractise](/creator/x/_inpractise) 2025-07-28T10:41Z 25.2K followers, 2792 engagements


"Former Revolut director on FX strategy vs Wise: $WISE "On Wise's website they describe Revolut's FX rates too favorably. Even though they're competitors I think they're giving credit where it's not due. Revolut does not consider FX as subsidizing anything. It does have subscriptions where it earns money receiving subscription revenue instead of FX revenue on an ongoing basis. However it still views this commercially. When conducting this analysis the assumption is that the entire purpose of purchasing a subscription is for the FX lens. For example I pay Revolut XX for my Metal or whatever it"  
[X Link](https://x.com/_inpractise/status/1957526255403712536) [@_inpractise](/creator/x/_inpractise) 2025-08-18T19:33Z 25.2K followers, 3848 engagements


"Former Precision Agriculture manager at John Deere on Operations Center and data switching costs: $DE $AGCO $CNH "The agronomic data allows customers to track historical data from the last five to eight years. This is a key point I mentioned before. It's an engaging tool to maintain customer loyalty. Imagine having all your data on your Apple device from the last several years. If you migrate to a new digital environment you might lose some data from your drives or cloud. You can't easily migrate from Apple to Android without considering the data loss. It's the same here. I heard customers at"  
[X Link](https://x.com/_inpractise/status/1958239877742412007) [@_inpractise](/creator/x/_inpractise) 2025-08-20T18:49Z 25.2K followers, 3556 engagements


"Forme Spare Parts Business Manager at John Deere on Hy-Gard economics: $DE $AGCO $CNH "The oil business globally for Deere was about a billion dollars. Hy-Gard was about half of that so about $XXX million globally. It was very very profitable. The bottom line was probably XX% sells under their private label Shell products. They sold their own version of tractor hydraulic fluid and engine oils but those were their formulations. They could not use Deere's specific additives in their products. The base oil that goes into oil products is all the same whether it's group one group two group three"  
[X Link](https://x.com/_inpractise/status/1964057436165181513) [@_inpractise](/creator/x/_inpractise) 2025-09-05T20:05Z 25.2K followers, 3004 engagements


"Current parts VP at a John Deere dealership about the mix of repairs : $DE $AGCO $CNH "I'm going to say XX% is unplanned. It's either an emergency or they're going into harvest and doing preventive maintenance or replacing worn items. Maybe it's not that high maybe XX% because those who keep machines longer than a year go in annually to check and replace worn items. That could be about XX% of the business. But the majority of people who come to the parts counter to purchase a part and install it themselves or need a repair in the shop it's more of an emergency. The machine is down and they"  
[X Link](https://x.com/_inpractise/status/1965016775478612045) [@_inpractise](/creator/x/_inpractise) 2025-09-08T11:38Z 25.2K followers, 3159 engagements


"Former Honeywell VP on Blacklines lead in the connected gas detection space: $BLN "To give you a bit of history in the early days of gas detection workers used detectors with sensors to identify oxygen deficiency combustible gas CO H2S and other exotic gases using electrochemical sensors. Each morning a worker would challenge the instrument with gas to ensure it was responding correctly. They had to maintain manual notebooks and use rudimentary data logging functions to download information to a spreadsheet. Instruments were taken into the field used during work shifts and if an alarm was"  
[X Link](https://x.com/_inpractise/status/1974837901352456676) [@_inpractise](/creator/x/_inpractise) 2025-10-05T14:03Z 25.2K followers, 3461 engagements


"will be curious how this plays out for $bkng given they dominated goog seo and sem channel this seems like a whole new playing field"  
[X Link](https://x.com/_inpractise/status/1975669673011392728) [@_inpractise](/creator/x/_inpractise) 2025-10-07T21:08Z 25.2K followers, 4632 engagements


"38-year GEICO veteran with a $atd.to bull case"  
[X Link](https://x.com/_inpractise/status/1780978155571884266) [@_inpractise](/creator/x/_inpractise) 2024-04-18T15:14Z 25.2K followers, 29.8K engagements


"Visa acquired Currencycloud in 2021. Currencycloud co-foudner on how Wise is trying to change FX: $WISE $V "I don't think price is the main factor here. Remember this isn't a winner-takes-all market. What Wise is trying to achieve is bold and ambitious. They're aiming to change how foreign exchange markets work. Typically the FX market is optimized for speculative and leveraged trading which constitutes the majority of the volume. Then there's the deliverable element that consumer business parents go through. Wise is trying to change the market to a distributed in-country system with float in"  
[X Link](https://x.com/_inpractise/status/1952321804917207421) [@_inpractise](/creator/x/_inpractise) 2025-08-04T10:52Z 25.2K followers, 13.3K engagements


"Former Currencycloud VP on how Visa allowed them to secure better pricing with banks: $WISE $V "The key was extremely good negotiation and handling extremely high volumes. The teams did an excellent job onboarding banks or banking partners. We managed to push through massive volumes which allowed us to secure very competitive pricing for most high-volume routes even without netting. Towards the end the Visa factor played a role. Since Visa owns Currencycloud it helped in a few negotiations maybe five or seven where Currencycloud previously wasn't getting good pricing. Visa Payments Limited or"  
[X Link](https://x.com/_inpractise/status/1958513225307189464) [@_inpractise](/creator/x/_inpractise) 2025-08-21T12:55Z 25.2K followers, 2947 engagements


"Former Copart Canada Sales Director on Coparts Pitch to Insurers: $RBA $CPRT "I would say you get a lot of the same buyers that cross-mix. When I was at Copart many of our buyers were purchasing vehicles at IAA and then bringing them to Copart without even reconditioning them to sell for more money. This was a significant selling point for me when dealing with insurance companies. I would tell them "Your cars are selling at IAA and then coming to Copart where they're selling for more at our auction. You're leaving money on the table." That was a big selling feature for me when I was in sales""  
[X Link](https://x.com/_inpractise/status/1965123191598170217) [@_inpractise](/creator/x/_inpractise) 2025-09-08T18:40Z 25.2K followers, 5322 engagements


"Former Topicus Director on Topicus AI strategy: $TOi $CSU "Initially Topicus underestimated the impact of AI. Two years ago during a summit in Toronto with various CEOs active at Constellation Software there were different workshops. Only one out of XXX workshops was about AI. At that time AI wasn't considered a big deal; it was more about reading making films or enhancing text. They didn't consider AI as a tool for building more code or creating insights from the vast information in our systems. It took about two years for Topicus to start thinking about doing more with AI. Interestingly one"  
[X Link](https://x.com/_inpractise/status/1965124184788390093) [@_inpractise](/creator/x/_inpractise) 2025-09-08T18:44Z 25.2K followers, 22K engagements


"Former Satair Director on TransDigms aftermarket approach: $TDG "TransDigm is a very interesting company. They are very good at finding highly engineered complex product lines from OEMs. When they buy them they focus on specific areas. For example they don't focus on aftermarket sales organizations; they put it out to distribution and then push for price increases. It's quite an interesting business model. The OEM increases the price but it's the distributor who has to deal with it in the market towards the airlines and MROs. There's a back-and-forth conversation where distributors say the"  
[X Link](https://x.com/_inpractise/status/1965820735739330633) [@_inpractise](/creator/x/_inpractise) 2025-09-10T16:52Z 25.2K followers, 7330 engagements


"Former Roper Technologies VP on the stickiness of VMS: "Your question might be whether it's too sticky for a law firm to stick to custom-built legal practice management software or for a hospital to stick with hospital management software. My answer is that this stickiness is becoming more diluted. It won't remain sticky and you will see the results in two to three years not even five.The reason is that technology especially for clients like lawyers doctors or surgeons was very expensive XX years ago. They weren't tech-savvy and needed extensive training to use basic software functions. This"  
[X Link](https://x.com/_inpractise/status/1971945816584524223) [@_inpractise](/creator/x/_inpractise) 2025-09-27T14:31Z 25.2K followers, 43.6K engagements


"why Safran and seat manufacturers don't produce seat belts $tdg"  
[X Link](https://x.com/_inpractise/status/1972981045852246241) [@_inpractise](/creator/x/_inpractise) 2025-09-30T11:05Z 25.2K followers, 8509 engagements


"Best wishes to Mark Leonard here is a legendary story of him setting the culture at $csu"  
[X Link](https://x.com/_inpractise/status/1974852428504973334) [@_inpractise](/creator/x/_inpractise) 2025-10-05T15:01Z 25.2K followers, 9032 engagements


"Former Middleby President on Middleby's commercial portfolio $MIDD : "When you look at the kitchen's major components consider what Middleby offers in that space. They have everything in the cooking line almost everything in the prep line and almost everything in the front of house. However they don't have walk-in coolers or freezers exhaust hoods or dishwashers. When a customer considers a build regardless of budgetwhether it's a B-level budget an A-level budget or technology that's going to change the industryMiddleby is a player in that segment. Think of it like choosing a brand of shampoo"  
[X Link](https://x.com/_inpractise/status/1975667733443313762) [@_inpractise](/creator/x/_inpractise) 2025-10-07T21:01Z 25.2K followers, 3836 engagements


"Former Waymo Program Manager on first party vs licensing models in autonomous vehicles: $UBER $GOOG "I believe there's a higher ROI in being a technology provider rather than running the business. If you look at the margins when you allocate a vehicle with minimal human resources and earn XX cents a mile at 80000 miles a year you're still generating about $40000 per vehicle in revenue with minimal overhead. Now Uber's average revenue per mile is about $X. If you take half of that you get about $X. So for 80000 miles a year with an average mile cost of $X even if Waymo gets half of it which is"  
[X Link](https://x.com/_inpractise/status/1977689927245574631) [@_inpractise](/creator/x/_inpractise) 2025-10-13T10:56Z 25.2K followers, 3477 engagements


"Former Acme United VP on the first aid kit market: $ACU "At the time Honeywell held the number one market share for industrial first aid kits. Johnson & Johnson had the commercial market and Honeywell dominated the industrial side which Acme now owns. From my perspective Acme owns that market""  
[X Link](https://x.com/_inpractise/status/1978765019392123287) [@_inpractise](/creator/x/_inpractise) 2025-10-16T10:08Z 25.2K followers, 1840 engagements


"Former Avantor President on the one-stop shop lab distribution model: $AVTR $TMO "That was the model that VWR or Fisher offered a one-stop-shop from plastic wear glassware chemicals any kind of life science related reagents - anything you need (for the most part) this one company will provide at reasonable cost. They focused a lot on the supply chain over the years when I was there we invested a lot in back ending all the way to the supplier. For example if somebody sends a purchase order today our goal was to provide an order acknowledgment immediately so you know exactly when the order will"  
[X Link](https://x.com/_inpractise/status/1978765825772224829) [@_inpractise](/creator/x/_inpractise) 2025-10-16T10:11Z 25.2K followers, 1998 engagements


"Former Avantor VP on Distribution and Bioscience Divisions: $AVTR $TMO "These are two very distinct companiesphysically product-wise go-to-market-wise and relationship-wise. I'm not sure that the premise of the original acquisition which I haven't touched on yet has materialized. The idea was that Avantor probably a $XXX to $XXX million specialty chemicals company was seeking to diversify beyond its concentration of large customers. It had physical capacity and unique offerings such as the J.T.Baker brand name which stood for purification and was a gold standard in the industry. They felt"  
[X Link](https://x.com/_inpractise/status/1978789183373083127) [@_inpractise](/creator/x/_inpractise) 2025-10-16T11:44Z 25.2K followers, 1914 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@_inpractise Avatar @_inpractise In Practise

In Practise posts on X about $csu, $wise, $avtr, money the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXXX +108%
  • X Month XXXXXXX +119%
  • X Months XXXXXXX +46%
  • X Year XXXXXXXXX -XX%

Mentions: XX #

Mentions Line Chart

  • X Week XX +19%
  • X Month XX -XXXX%
  • X Months XXX +5.70%
  • X Year XXX +72%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.21%
  • X Month XXXXXX +0.77%
  • X Months XXXXXX +4.60%
  • X Year XXXXXX +11%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXX% cryptocurrencies XXXX% finance XXXX% technology brands XXXX% countries XXXX% currencies XXXX% travel destinations XXXX%

Social topic influence $csu #7, $wise 1.57%, $avtr #1, money 1.18%, $de 1.18%, $agco #1, $cnh 1.18%, $uber 0.79%, $goog 0.79%, honeywell XXXX%

Top accounts mentioned or mentioned by @milehighmonk @annellojeff @bigideascapital @acquirers_club @fyee0308 @chriswmayer @ft @sama @darioamodei @martynziegler @valueinvest12 @edsstokes @bonhoefferkds @bookingcom @inpractise @bonhoeffer_kds @adrivalue @quartr_app @azizalsalim @georgemallouh

Top assets mentioned Wise (WISE) Avantor, Inc. (AVTR) Deere & Company (DE) AGCO, Corp. (AGCO) CNH INDUSTRIAL N.V. (CNH) Uber Technologies, Inc. (UBER) Alphabet Inc Class A (GOOGL) Honeywell International Inc (HON) TransDigm Group, Inc. (TDG) Thermo Fisher Scientific Inc. (TMO) Danaher Corporation (DHR) Lyft, Inc. Class A Common Stock (LYFT) RealFevr (FEVR) Banco Santander S.A. (SAN) Booking Holdings Inc (BKNG) Copart, Inc. (CPRT) Ritchie Bros. Auctioneers Incorporated (RBA) Middleby Corp (MIDD) Johnson & Johnson (JNJ)

Top Social Posts #


Top posts by engagements in the last XX hours

"Former Cytiva president on post-pandemic shift in single-use and filtration stickiness $DHR $AVTR "During the pandemic there were severe supply shortages which you are of course aware of. This forced the owners of molecules to change suppliers. If you couldn't get your virus filter you had two options stop producing or change your virus filter. Prior to the pandemic this was seen to be an impossible or very difficult thing to do and no one wanted to get involved in it. During the pandemic they discovered that equivalent studies are a lot easier than they thought and a lot of the things which"
X Link @_inpractise 2025-09-29T16:44Z 25.2K followers, 8393 engagements

"Former Games Workshop Director on IP development discussions: $GAW "Trust is essential on both sides. However it became apparent that the focus was on selling Warhammer to the highest bidder to make something. Personally I think that's the wrong approach to developing shows and building a relationship with a streamer.Kevin used to ask me "So how much money have you made me" I would respond "Kevin have you read my six-slide presentation from my interview It's about investing a year of development selecting the right partner and then creating something to release in the marketplace. It's a"
X Link @_inpractise 2025-09-29T11:54Z 25.2K followers, 2451 engagements

"A former Senior Executive at Ashtead Technology $AT.L explains how the company's relative scale and logistics advantages help it navigate the inherently unpredictable subsea equipment rental operating environment: "For large construction projects say in the Gulf of Mexico or West Africa you typically know a year or six months in advance. The date might change the exact field layout might change and the number of components might change slightly but you have better visibility. However the rental company might not be decided at that point. They may come to the rental company quite late and say"
X Link @_inpractise 2025-10-07T21:14Z 25.2K followers, 3987 engagements

"Former WebBeds director on wholesaler margins: $HBX $WEB "No distributors can't see that with the way they sell. That's not something that's visible. It depends on the price you buy because they all sell the same model at the same rate. So the people buying it are doing so at more or less the same rate. They're not going to notice and say "Oh I'll keep buying from these because I make less from this than that." The X% and X% is internal to their calculations depending on the mix. It depends on the mix of what they sell whether it's third-party direct or the type of contract deal they have. If"
X Link @_inpractise 2025-10-13T11:07Z 25.2K followers, 2118 engagements

"$csu on its reporting and benchmarking capabilities and why they remove XX% of CFOs"
X Link @_inpractise 2025-10-08T19:59Z 25.2K followers, 16.2K engagements

"Former Waymo director on Waymo long-term licensing ambitions: $GOOG $UBER $LYFT "They are operating as a robotaxi company to demonstrate the market. This context helps clarify their actions. If they only wanted to be a robotaxi company and compete as a first-party service it wouldn't make sense. Their aim is to license their technology. Currently they are experimenting with different models. They will maintain a robotaxi presence in the U.S. with a first-party ride-hailing service in select markets maybe XX or XX. In the future they would prefer if the Waymo Driver is not just in Waymo One"
X Link @_inpractise 2025-10-12T11:35Z 25.2K followers, 36.7K engagements

"Former Vela Software portfolio manager about Constellation's focus on OPEX reductions: $CSU "The focus was on raising your grounded growth and finding ways to cut operating expenses. They are averse to increasing OPEX. For example when I built the cybersecurity service within our group it was extremely difficult to get approval because it would increase OPEX for all participating companies. It was very challenging to get that approved. Any gains in OPEX are highly valued and operators who want to expand their portfolio with Constellation or gain attention or advance within the company need to"
X Link @_inpractise 2025-10-13T11:12Z 25.2K followers, 3621 engagements

"On Cintas' position in the market: "It's a market they need to continue in. They bundle services with fire safety PPE items uniforms washing rugs you name it. Cintas is a huge corporation that takes the load off people. Although their costs are high the balance is that someone else handles it for them. However they are very predatory with their contracts. Once you sign with them it's difficult to get out of it. They require a lot to terminate a contract and they hold people to it. They don't like releasing someone from a contract""
X Link @_inpractise 2025-10-16T10:08Z 25.2K followers, 1567 engagements

"$fevr tonic and ginger beer value gains 2020-24"
X Link @_inpractise 2025-07-10T22:34Z 25.2K followers, 3128 engagements

"Former Swift Director about Swift network fees $WISE: "WIFT is only charging - whether it's Banco Santander whether it's the U.S. bank - about XXXX Euro cents up to XXXX Euro cents per message. SWIFT has a fixed fee arrangement over a period usually about three years when I worked there maybe they've extended that. Over a three-year period or whatever it is now it has this fixed fee arrangement with many of its members to lock them in and ensure cash flow which is reinvested into the network availability and core infrastructure. But then there are service and product fees. It's not just the"
X Link @_inpractise 2025-07-28T10:41Z 25.2K followers, 2792 engagements

"Former Revolut director on FX strategy vs Wise: $WISE "On Wise's website they describe Revolut's FX rates too favorably. Even though they're competitors I think they're giving credit where it's not due. Revolut does not consider FX as subsidizing anything. It does have subscriptions where it earns money receiving subscription revenue instead of FX revenue on an ongoing basis. However it still views this commercially. When conducting this analysis the assumption is that the entire purpose of purchasing a subscription is for the FX lens. For example I pay Revolut XX for my Metal or whatever it"
X Link @_inpractise 2025-08-18T19:33Z 25.2K followers, 3848 engagements

"Former Precision Agriculture manager at John Deere on Operations Center and data switching costs: $DE $AGCO $CNH "The agronomic data allows customers to track historical data from the last five to eight years. This is a key point I mentioned before. It's an engaging tool to maintain customer loyalty. Imagine having all your data on your Apple device from the last several years. If you migrate to a new digital environment you might lose some data from your drives or cloud. You can't easily migrate from Apple to Android without considering the data loss. It's the same here. I heard customers at"
X Link @_inpractise 2025-08-20T18:49Z 25.2K followers, 3556 engagements

"Forme Spare Parts Business Manager at John Deere on Hy-Gard economics: $DE $AGCO $CNH "The oil business globally for Deere was about a billion dollars. Hy-Gard was about half of that so about $XXX million globally. It was very very profitable. The bottom line was probably XX% sells under their private label Shell products. They sold their own version of tractor hydraulic fluid and engine oils but those were their formulations. They could not use Deere's specific additives in their products. The base oil that goes into oil products is all the same whether it's group one group two group three"
X Link @_inpractise 2025-09-05T20:05Z 25.2K followers, 3004 engagements

"Current parts VP at a John Deere dealership about the mix of repairs : $DE $AGCO $CNH "I'm going to say XX% is unplanned. It's either an emergency or they're going into harvest and doing preventive maintenance or replacing worn items. Maybe it's not that high maybe XX% because those who keep machines longer than a year go in annually to check and replace worn items. That could be about XX% of the business. But the majority of people who come to the parts counter to purchase a part and install it themselves or need a repair in the shop it's more of an emergency. The machine is down and they"
X Link @_inpractise 2025-09-08T11:38Z 25.2K followers, 3159 engagements

"Former Honeywell VP on Blacklines lead in the connected gas detection space: $BLN "To give you a bit of history in the early days of gas detection workers used detectors with sensors to identify oxygen deficiency combustible gas CO H2S and other exotic gases using electrochemical sensors. Each morning a worker would challenge the instrument with gas to ensure it was responding correctly. They had to maintain manual notebooks and use rudimentary data logging functions to download information to a spreadsheet. Instruments were taken into the field used during work shifts and if an alarm was"
X Link @_inpractise 2025-10-05T14:03Z 25.2K followers, 3461 engagements

"will be curious how this plays out for $bkng given they dominated goog seo and sem channel this seems like a whole new playing field"
X Link @_inpractise 2025-10-07T21:08Z 25.2K followers, 4632 engagements

"38-year GEICO veteran with a $atd.to bull case"
X Link @_inpractise 2024-04-18T15:14Z 25.2K followers, 29.8K engagements

"Visa acquired Currencycloud in 2021. Currencycloud co-foudner on how Wise is trying to change FX: $WISE $V "I don't think price is the main factor here. Remember this isn't a winner-takes-all market. What Wise is trying to achieve is bold and ambitious. They're aiming to change how foreign exchange markets work. Typically the FX market is optimized for speculative and leveraged trading which constitutes the majority of the volume. Then there's the deliverable element that consumer business parents go through. Wise is trying to change the market to a distributed in-country system with float in"
X Link @_inpractise 2025-08-04T10:52Z 25.2K followers, 13.3K engagements

"Former Currencycloud VP on how Visa allowed them to secure better pricing with banks: $WISE $V "The key was extremely good negotiation and handling extremely high volumes. The teams did an excellent job onboarding banks or banking partners. We managed to push through massive volumes which allowed us to secure very competitive pricing for most high-volume routes even without netting. Towards the end the Visa factor played a role. Since Visa owns Currencycloud it helped in a few negotiations maybe five or seven where Currencycloud previously wasn't getting good pricing. Visa Payments Limited or"
X Link @_inpractise 2025-08-21T12:55Z 25.2K followers, 2947 engagements

"Former Copart Canada Sales Director on Coparts Pitch to Insurers: $RBA $CPRT "I would say you get a lot of the same buyers that cross-mix. When I was at Copart many of our buyers were purchasing vehicles at IAA and then bringing them to Copart without even reconditioning them to sell for more money. This was a significant selling point for me when dealing with insurance companies. I would tell them "Your cars are selling at IAA and then coming to Copart where they're selling for more at our auction. You're leaving money on the table." That was a big selling feature for me when I was in sales""
X Link @_inpractise 2025-09-08T18:40Z 25.2K followers, 5322 engagements

"Former Topicus Director on Topicus AI strategy: $TOi $CSU "Initially Topicus underestimated the impact of AI. Two years ago during a summit in Toronto with various CEOs active at Constellation Software there were different workshops. Only one out of XXX workshops was about AI. At that time AI wasn't considered a big deal; it was more about reading making films or enhancing text. They didn't consider AI as a tool for building more code or creating insights from the vast information in our systems. It took about two years for Topicus to start thinking about doing more with AI. Interestingly one"
X Link @_inpractise 2025-09-08T18:44Z 25.2K followers, 22K engagements

"Former Satair Director on TransDigms aftermarket approach: $TDG "TransDigm is a very interesting company. They are very good at finding highly engineered complex product lines from OEMs. When they buy them they focus on specific areas. For example they don't focus on aftermarket sales organizations; they put it out to distribution and then push for price increases. It's quite an interesting business model. The OEM increases the price but it's the distributor who has to deal with it in the market towards the airlines and MROs. There's a back-and-forth conversation where distributors say the"
X Link @_inpractise 2025-09-10T16:52Z 25.2K followers, 7330 engagements

"Former Roper Technologies VP on the stickiness of VMS: "Your question might be whether it's too sticky for a law firm to stick to custom-built legal practice management software or for a hospital to stick with hospital management software. My answer is that this stickiness is becoming more diluted. It won't remain sticky and you will see the results in two to three years not even five.The reason is that technology especially for clients like lawyers doctors or surgeons was very expensive XX years ago. They weren't tech-savvy and needed extensive training to use basic software functions. This"
X Link @_inpractise 2025-09-27T14:31Z 25.2K followers, 43.6K engagements

"why Safran and seat manufacturers don't produce seat belts $tdg"
X Link @_inpractise 2025-09-30T11:05Z 25.2K followers, 8509 engagements

"Best wishes to Mark Leonard here is a legendary story of him setting the culture at $csu"
X Link @_inpractise 2025-10-05T15:01Z 25.2K followers, 9032 engagements

"Former Middleby President on Middleby's commercial portfolio $MIDD : "When you look at the kitchen's major components consider what Middleby offers in that space. They have everything in the cooking line almost everything in the prep line and almost everything in the front of house. However they don't have walk-in coolers or freezers exhaust hoods or dishwashers. When a customer considers a build regardless of budgetwhether it's a B-level budget an A-level budget or technology that's going to change the industryMiddleby is a player in that segment. Think of it like choosing a brand of shampoo"
X Link @_inpractise 2025-10-07T21:01Z 25.2K followers, 3836 engagements

"Former Waymo Program Manager on first party vs licensing models in autonomous vehicles: $UBER $GOOG "I believe there's a higher ROI in being a technology provider rather than running the business. If you look at the margins when you allocate a vehicle with minimal human resources and earn XX cents a mile at 80000 miles a year you're still generating about $40000 per vehicle in revenue with minimal overhead. Now Uber's average revenue per mile is about $X. If you take half of that you get about $X. So for 80000 miles a year with an average mile cost of $X even if Waymo gets half of it which is"
X Link @_inpractise 2025-10-13T10:56Z 25.2K followers, 3477 engagements

"Former Acme United VP on the first aid kit market: $ACU "At the time Honeywell held the number one market share for industrial first aid kits. Johnson & Johnson had the commercial market and Honeywell dominated the industrial side which Acme now owns. From my perspective Acme owns that market""
X Link @_inpractise 2025-10-16T10:08Z 25.2K followers, 1840 engagements

"Former Avantor President on the one-stop shop lab distribution model: $AVTR $TMO "That was the model that VWR or Fisher offered a one-stop-shop from plastic wear glassware chemicals any kind of life science related reagents - anything you need (for the most part) this one company will provide at reasonable cost. They focused a lot on the supply chain over the years when I was there we invested a lot in back ending all the way to the supplier. For example if somebody sends a purchase order today our goal was to provide an order acknowledgment immediately so you know exactly when the order will"
X Link @_inpractise 2025-10-16T10:11Z 25.2K followers, 1998 engagements

"Former Avantor VP on Distribution and Bioscience Divisions: $AVTR $TMO "These are two very distinct companiesphysically product-wise go-to-market-wise and relationship-wise. I'm not sure that the premise of the original acquisition which I haven't touched on yet has materialized. The idea was that Avantor probably a $XXX to $XXX million specialty chemicals company was seeking to diversify beyond its concentration of large customers. It had physical capacity and unique offerings such as the J.T.Baker brand name which stood for purification and was a gold standard in the industry. They felt"
X Link @_inpractise 2025-10-16T11:44Z 25.2K followers, 1914 engagements

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