# ![@mply_cap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1747789302547779584.png) @mply_cap Monopoly Capital 💸

Investors are discussing high-quality companies with strong moats, such as irreplaceable physical assets, intellectual property, and network effects. Brookfield Corp and other companies like Canadian Pacific, American Tower, and Visa are being highlighted for their dominance in their respective industries. The conversation is focused on identifying and investing in companies with sustainable competitive advantages.

### Engagements: [---] [#](/creator/twitter::1747789302547779584/interactions)
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### Mentions: [--] [#](/creator/twitter::1747789302547779584/posts_active)
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### Followers: [-----] [#](/creator/twitter::1747789302547779584/followers)
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- [--] Week [-----] +0.02%
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- [--] Months [-----] +251%
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### CreatorRank: [---------] [#](/creator/twitter::1747789302547779584/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1747789302547779584/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  76.19% [technology brands](/list/technology-brands)  20% [finance](/list/finance)  18.1% [cryptocurrencies](/list/cryptocurrencies)  5.71% [countries](/list/countries)  4.76% [luxury brands](/list/luxury-brands)  0.95% [automotive brands](/list/automotive-brands)  0.95% [social networks](/list/social-networks)  0.95% [exchanges](/list/exchanges)  0.95% [financial services](/list/financial-services)  0.95%

**Social topic influence**
[$tdg](/topic/$tdg) #11, [$bn](/topic/$bn) #45, [$fico](/topic/$fico) #17, [$adbe](/topic/$adbe) #177, [$googl](/topic/$googl) 6.67%, [$csu](/topic/$csu) 5.71%, [$ge](/topic/$ge) #73, [asml](/topic/asml) 4.76%, [if you](/topic/if-you) 4.76%, [$asml](/topic/$asml) 3.81%

**Top accounts mentioned or mentioned by**
[@caesarcapitalz](/creator/undefined) [@fiscorainvest](/creator/undefined) [@gt97322191](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@muzzlebuster](/creator/undefined) [@adrewrogers](/creator/undefined) [@shivamkashan](/creator/undefined) [@jbwolfwallst](/creator/undefined) [@bjmtweets](/creator/undefined) [@pegjcrawford](/creator/undefined) [@qualityinvest5](/creator/undefined) [@saynototrading](/creator/undefined) [@jshaposhnik](/creator/undefined) [@aecinvests](/creator/undefined) [@livermore185](/creator/undefined) [@capexandchill](/creator/undefined) [@ahmedshww](/creator/undefined) [@contrariann](/creator/undefined) [@bradocapital](/creator/undefined) [@askfinvest](/creator/undefined)

**Top assets mentioned**
[TransDigm Group, Inc. (TDG)](/topic/$tdg) [Brookfield Corporation (BN)](/topic/$bn) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Adobe, Inc. (ADBE)](/topic/$adbe) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [General Electric Company (GE)](/topic/$ge) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Costco Wholesale Corporation (COST)](/topic/costco) [Mastercard, Inc. (MA)](/topic/$ma) [S&P Global Inc (SPGI)](/topic/$spgi) [Canadian Pacific Railway (CP)](/topic/$cp) [Intuit Inc. (INTU)](/topic/$intu) [Copart, Inc. (CPRT)](/topic/$cprt) [Netflix Inc (NFLX)](/topic/$nflx) [Heima (HEI)](/topic/$hei) [Now Coin (NOW)](/topic/$now) [Moody's Corporation (MCO)](/topic/$mco) [MercadoLibre Inc (MELI)](/topic/$meli) [Shopify Inc (SHOP)](/topic/$shop) [Spotify Technology (SPOT)](/topic/$spot) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Loar Holdings Inc (LOAR)](/topic/$loar) [Msci Inc (MSCI)](/topic/$msci) [Microsoft Corp. (MSFT)](/topic/$msft) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Salesforce Inc (CRM)](/topic/$crm) [Ferro (FER)](/topic/$fer) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [Novo-Nordisk (NVO)](/topic/$nvo) [SAP SE (SAP)](/topic/$sap) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Costco Hot Dog (COST)](/topic/$cost) [Metadium (META)](/topic/$meta) [Honeywell International Inc (HON)](/topic/honeywell) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Otis Worldwide Corp (OTIS)](/topic/$otis) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [Raytheon Technologies Corp (RTX)](/topic/$rtx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Most think predictable recurring cash flow only exists at Netflix or Costco. Wrong. Youd be an absolute fool to short Brookfield Corp ( $BN ) Here is why"  
[X Link](https://x.com/anyuser/status/1960458526045995138)  2025-08-26T21:45Z [----] followers, 27.9K engagements


"Today I sold $V and $MCO and used those gains to buy $ADBE. Needless to say Visa and Moody's are not going anywhere. Adobe offers much higher upside than those two sitting at small weightings and I still have their twin tollbooths $SPGI and $MA. I am not praying for Adobe to get re-rated you can get market beating returns without a rerating. With multiple expansion the returns will be massive. I also took some $GOOG gains as it was a 21% weighting but did not use those profits to buy any Adobe. https://twitter.com/i/web/status/1996680747613077952"  
[X Link](https://x.com/mply_cap/status/1996680747613077952)  2025-12-04T20:39Z [----] followers, 47.2K engagements


"Some of the highest-quality non-U.S. stocks: [--]. $ASML ASML [--]. $BN Brookfield Corporation [--]. $TSM Taiwan Semiconductor Manufacturing [--]. $MELI MercadoLibre [--]. $SHOP Shopify Inc. [--]. $CP Canadian Pacific Railway [--]. $SAP SAP [--]. $SPOT Spotify [--]. $NVO Novo Nordisk [--]. $CSU Constellation Software https://twitter.com/i/web/status/1943079749523501140 https://twitter.com/i/web/status/1943079749523501140"  
[X Link](https://x.com/anyuser/status/1943079749523501140)  2025-07-09T22:48Z [----] followers, 10.4K engagements


"My Watchlist: Shopify $SHOP Fair Isaac $FICO MSCI $MSCI Constellation Software $CSU General Electric $GE Adobe $ADBE Safran $SAF Intuit $INTU Intuitive Surgical - $ISRG Copart - $CPRT MercadoLibre $MELI Loar $LOAR Spotify $SPOT Canadian Pacific $CP Netflix $NFLX Booking Holdings $BKNG Costco $COST Microsoft $MSFT Meta $META What am I missing https://twitter.com/i/web/status/1969872793123840258 https://twitter.com/i/web/status/1969872793123840258"  
[X Link](https://x.com/anyuser/status/1969872793123840258)  2025-09-21T21:14Z [----] followers, [----] engagements


"My most recent buy is TransDigm ( $TDG ) First of all it is not fair to call it an oligopoly with peers like Heico Honeywell and Safran. They are a collection of monopolies. Introducing the company that has not had a red year since [----] 🧵 https://twitter.com/i/web/status/1970306589195219029 https://twitter.com/i/web/status/1970306589195219029"  
[X Link](https://x.com/anyuser/status/1970306589195219029)  2025-09-23T01:57Z [----] followers, 14.2K engagements


"My favorite aerospace companies I have studied✈ Engines: General Electric ( $GE ) Safran ( $SAFRY ) Parts Suppliers: TransDigm ( $TDG ) Heico ( $HEI )"  
[X Link](https://x.com/mply_cap/status/2003292543090348493)  2025-12-23T02:32Z [----] followers, [----] engagements


"Via Brookfield [----] Outlook: Data center demand is skyrocketing. Expecting 17% CAGR to [----] Tech giants are ramping capex to $1 trillion/year by [----]. Current AI chips need 10x more power than normal servers. $BN is the solution for these any-and-all power needs"  
[X Link](https://x.com/mply_cap/status/2003624061314961712)  2025-12-24T00:29Z [----] followers, 65.5K engagements


"TransDigm $TDG continued to expand its installed base this year with [--] acquisitions: [--]. Stellant Systems: Adds high-power electronic tubes and amplifiers to the portfolio. These are critical components used in radar electronic countermeasures and communications systems. It has a strong presence across major defense and aerospace platforms and generates 50% of its revenue from the aftermarket. [--]. Simmonds Precision Products: Acquired from RTX. This deal brings highly proprietary fuel sensors and structural health monitors into the ecosystem. These sensors are essential for telling pilots"  
[X Link](https://x.com/mply_cap/status/2006874736408572149)  2026-01-01T23:46Z [----] followers, [----] engagements


"If there is one business model you need to study its TransDigm. $TDG is both fascinating and dominant. Whats your pick"  
[X Link](https://x.com/mply_cap/status/2008306831995683307)  2026-01-05T22:37Z [----] followers, [----] engagements


"What is this portfolio missing Today I sold $V and $MCO and used those gains to buy $ADBE. Needless to say Visa and Moody's are not going anywhere. Adobe offers much higher upside than those two sitting at small weightings and I still have their twin tollbooths $SPGI and $MA. I am not praying for Adobe to https://t.co/gzA68Fq0jD Today I sold $V and $MCO and used those gains to buy $ADBE. Needless to say Visa and Moody's are not going anywhere. Adobe offers much higher upside than those two sitting at small weightings and I still have their twin tollbooths $SPGI and $MA. I am not praying for"  
[X Link](https://x.com/mply_cap/status/2007683258281275834)  2026-01-04T05:19Z [----] followers, 15.3K engagements


"Good piece on $TDG I came across. Interesting detail here: "Parts average $1000 and 90% cost less than $5000." They own these assets deliberately. Certification alone can cost $1M+ not to mention high R&D costs low volumes and IP protection. Makes little sense for a competitor to try to take share. http://open.substack.com/pub/eaglepointcapital/p/repost-is-transdigms-pricing-power http://open.substack.com/pub/eaglepointcapital/p/repost-is-transdigms-pricing-power"  
[X Link](https://x.com/mply_cap/status/2009823665001472219)  2026-01-10T03:04Z [----] followers, [----] engagements


"Trimmed $GOOGL today to add more $TDG and $FICO. I like TDG in this [----] range. FICO is also below my purchase price at [----]. Both companies sold off today irrationally"  
[X Link](https://x.com/mply_cap/status/2018876044426797382)  2026-02-04T02:35Z [----] followers, 12K engagements


"If you are interested in Brookfield here's a simplified way of explaining their structure. Brookfield Corp. ( $BN ) is like the person who owns the car dealership. Brookfield Asset Management ( $BAM ) is the expert general manager hired to run the dealership. They don't own the property or cars but they earn a management fee for running the operations and a bonus for hitting sales targets. This is the same concept for their Wealth Solutions ( $BNT ) segment because they are raising capital and not necessarily "operating" the business. With this money raised they invest it into their operating"  
[X Link](https://x.com/anyuser/status/1941688286197534924)  2025-07-06T02:38Z [----] followers, 26.2K engagements


"Morningstar has $ADBE trading at a 73% upside to fair value"  
[X Link](https://x.com/mply_cap/status/1992433780909601232)  2025-11-23T03:23Z [----] followers, 67.3K engagements


"Big year for $BN in AI. Brookfield is now coming for the hyperscalers. Brookfield is launching Radiant a new AI cloud business to lease chips directly to developers. Brookfield is controlling the entire AI value chain. They own the power the land and now the service"  
[X Link](https://x.com/mply_cap/status/2006530234410217886)  2026-01-01T00:57Z [----] followers, 36.2K engagements


"In [----] we should expect to see at least $695 Million in run-rate revenue added for $TDG just from acquisitions: Stellant: $300M Simmonds: $350M Servotronics: $45M These three deals alone add nearly 8% to their annual revenue base big for a company of this size"  
[X Link](https://x.com/mply_cap/status/2006883893191004469)  2026-01-02T00:23Z [----] followers, [----] engagements


"Is chasing the next big thing worth it when $FICO gets paid when credit is used $SPGI gets paid as capital tracks the S&P $MA gets paid every time you swipe $AMZN gets paid every time you order online Or do you just wait for bad sentiment"  
[X Link](https://x.com/mply_cap/status/2008007543109669011)  2026-01-05T02:47Z [----] followers, 12.6K engagements


"150+ aircraft were used in the Venezuela op. $TDG is on nearly every one. Some include: F-22 Raptor: Flies into 2040s F-35 Lightning II: Flies [--------] F/A-18 Super Hornet: Flies into 2040s EA-18G Growler: Flies into 2040s Black Hawk: Flies until 2070s https://twitter.com/i/web/status/2008059697706787324 https://twitter.com/i/web/status/2008059697706787324"  
[X Link](https://x.com/mply_cap/status/2008059697706787324)  2026-01-05T06:15Z [----] followers, [----] engagements


"Service/Elevator global oligopoly: $OTIS. The revenue growth is uninspiring but the underlying moat is massive: 2.4M global installed base Life of an elevator: [----] years 90% of profit comes from maintenance 94%+ retention rate"  
[X Link](https://x.com/mply_cap/status/2008251326011236856)  2026-01-05T18:56Z [----] followers, 12.7K engagements


"Both are incredibly strong companies with massive moats installed bases and razor/blade models. $TDG operates like a PE firm within aerospace - [--] acquisitions in [----] alone and are much more aggressive about squeezing every cent for shareholders. Also pays special dividends which were recently $90 a share. TDG higher margins cheaper valuation likely due to the ongoing regulatory scrutiny it faces like $FICO I think TDG is extremely similar to your Fico holding bc they sell mission critical components that represent a tiny fraction of the total end cost which allow great price increases."  
[X Link](https://x.com/mply_cap/status/2008934849063555391)  2026-01-07T16:12Z [----] followers, [---] engagements


"A primary metric for aerospace investors: RPMs (Revenue Passenger Miles). It measures airline traffic and demand. Calculation: Paying Passengers Distance Flown (Ex: [---] passengers [---] miles = [-----] RPMs) Historically 4-5% annual growth. $TDG $GE"  
[X Link](https://x.com/mply_cap/status/2009148620562682303)  2026-01-08T06:22Z [----] followers, [----] engagements


"Thoughts on VantageScore Competition A $FICO score is not a universal interest rate. It is an input not an output. Its not as simple as "800 Score = 5% Rate." Rather the formula is: Rate = Base Rate + Risk Adjustments. Lenders use precise software to solve for that rate based on Down Payment LTV Collateral etc. These pricing grids are explicitly calibrated to FICO's probability of default over 30+ years. Competitors use different inputs and weightings. You cannot just plug a different variable into an equation built for FICO without invalidating the risk model. This creates a "Securitization"  
[X Link](https://x.com/mply_cap/status/2009310325372264555)  2026-01-08T17:04Z [----] followers, [----] engagements


"The goal of every public company is to maximize shareholder value. Few can say theyve done it better than Brookfield. $BN $BAM"  
[X Link](https://x.com/mply_cap/status/2009481565341143532)  2026-01-09T04:25Z [----] followers, [----] engagements


"I hope we can all agree Brookfields ( $BN ) operating assets like railroads tollbooths and telecom towers are wide moat businesses. But what about managing and continuously attracting capital ( $BAM ) BAMs capital is locked into long-term contracts for decades: 94% of fee-earnings are long-term or perpetual 86% of fee-bearing capital is permanent or long-term 50% is locked into agreements of 10+ years For large pools of capital (governments sovereign wealth funds pension funds) the choice comes down to this: Scale is a moat Reputation is a moat Writing checks others can't is a moat"  
[X Link](https://x.com/mply_cap/status/2010240827562373561)  2026-01-11T06:42Z [----] followers, 14.8K engagements


"Is $FTAI a $GE / $SAF / $RTX frenemy + AI data center play They specialize in the aftermarket for the world's most widely used jet engines (CFM56 & V2500). They don't manufacture the engines but instead buy and lease them to airlines. Another way to profit from the long MRO contracts and plane lifespan. They swap out specific modules rather than doing full overhauls. It cuts the time to return to service from months to just days and drastically lowers costs. This strategy sounds a lot like $HEI. To further drive efficiency they recently partnered with $PLTR to automate supply chain logistics."  
[X Link](https://x.com/mply_cap/status/2010612288424681553)  2026-01-12T07:18Z [----] followers, [----] engagements


"Joseph Shaposhnik (Rainwater Equity $RW) names Constellation Software ( $CSU ) his top pick for the next [--] years. He calls it "the Berkshire Hathaway of our modern times." His previous fund TCW (20152024) compounded at 15.8% annually. Top [--] of [--] holdings below:"  
[X Link](https://x.com/mply_cap/status/2011667227884572774)  2026-01-15T05:10Z [----] followers, 40.4K engagements


"$TDG signed definitive agreement for Jet Parts Engineering and Victor Sierra Aviation for $2.2 billion cash. Highly engineered PMA parts and repairs with nearly 100% aftermarket revenue. $280 million [----] revenue"  
[X Link](https://x.com/mply_cap/status/2012344605778260404)  2026-01-17T02:01Z [----] followers, [----] engagements


"$RACE -38% 52-week 🏎 One of the few companies where demand increases when price increases. Potential opportunity 29x P/FCF 23x EV/EBIT"  
[X Link](https://x.com/mply_cap/status/2012347463055573501)  2026-01-17T02:13Z [----] followers, 20.8K engagements


"One has the wider moat wider margins faster growth and the cheaper valuation. TransDigm ( $TDG ) ✅ EV/EBITDA: 21.7x 18.6x (16.7% growth implied) EBITDA Margin: 50.9% Heico ( $HEI ) EV/EBITDA: 35.5x 31.5x (12.7% growth implied) EBITDA Margin: 27%"  
[X Link](https://x.com/mply_cap/status/1969459023326925204)  2025-09-20T17:49Z [----] followers, [----] engagements


"Installed base + pricing power is a deadly combo. TransDigm has a vast portfolio of products in over [------] aircraft. $TDG is the sole supplier for 90% of its products and has the trust and reliability in a market that matters most"  
[X Link](https://x.com/mply_cap/status/1993441268660420678)  2025-11-25T22:06Z [----] followers, [----] engagements


"TransDigms moat is brutal. My rough estimate to breach the $TDG moat is $38 billion solely in certification costs. (380k active PMAs $100k FAA certification costs) Here are the steps a competitor would have to execute [------] times only to ultimately destroy the margins they were originally chasing: Reverse Engineer (nearly impossible): Must prove the part is identical in form fit and function to the original without blueprints. Testing: Requires extensive and costly testing to meet safety standards. FAA Approval: Submit data and wait. After spending [--] months and $100k + testing/engineering"  
[X Link](https://x.com/mply_cap/status/1993456133827404251)  2025-11-25T23:05Z [----] followers, 22.7K engagements


"I ranked my companies by how hard they are to dent with their monopolistic status. 👇 [--]. $ASML: The monopoly in EUV lithography. These machines cost $380+ million and have 100000+ components. To disrupt them you must spend decades and tens of billions of dollars just to reach the starting line. You could put [-----] intelligent people in the same room give them all the drawings of our machine and the machine would not work. Some things are simply not in the drawings (Jos Benschop ASML Senior VP of Technology 2022). And if a competitor does arise fabs would have to rip out an entire ecosystem"  
[X Link](https://x.com/mply_cap/status/1994526513891262779)  2025-11-28T21:59Z [----] followers, 99.1K engagements


"If a new plane came out every [--] years TransDigm would have to constantly re-bid and fight for its spot. But that doesn't happen so $TDG has a monopoly on those parts for half a century"  
[X Link](https://x.com/mply_cap/status/1994900965066248549)  2025-11-29T22:47Z [----] followers, [----] engagements


"The $TDG moat is so deep that I believe regulatory scrutiny is the biggest risk so lets talk about it👇 TransDigm is raw capitalism at its finest. In theory can the government somehow just cap TransDigm prices The answer is no because TransDigm has ALL the leverage. If the government decides to cap their prices TDG can just refuse to sell to them. So what is the contracting officer going to do They cannot have a defense plane sit idle because of a $1000 part disagreement. How do you explain that to the military They end up just paying the bill. The market is incredibly fragmented with a ton"  
[X Link](https://x.com/mply_cap/status/2003042121352114192)  2025-12-22T09:57Z [----] followers, 10.5K engagements


"GE Vernova is another energy transition play. Specifically electrification and decarbonization of the global economy. Like aerospace engines: Boring and predictable. Classic razor/blade model and long-term 15-20y contracts. $GEV explained in [--] charts"  
[X Link](https://x.com/mply_cap/status/2004071346788356380)  2025-12-25T06:06Z [----] followers, 18.2K engagements


"$GE Aerospace Book-to-Bill Ratio (9-Month YTD) (Orders Adj. Revenue) ✈ Commercial Engines: 1.33x 🛡 Defense & Propulsion: 1.14x = Weighted Total: 1.29x Ratio [---] Demand is exceeding supply. Backlog is growing faster than they can ship it. [-----] engines. If we imply current delivery rates that equals [---] years of backlog. https://twitter.com/i/web/status/2004825330578571350 https://twitter.com/i/web/status/2004825330578571350"  
[X Link](https://x.com/mply_cap/status/2004825330578571350)  2025-12-27T08:03Z [----] followers, 21.3K engagements


"I would love a better price for TDG jr - $LOAR. $6.8B market cap. Long growth story. Multiple is eyewatering. P/FCF: 74x EV/EBITDA: 61x https://twitter.com/i/web/status/2011975813537685884 https://twitter.com/i/web/status/2011975813537685884"  
[X Link](https://x.com/mply_cap/status/2011975813537685884)  2026-01-16T01:36Z [----] followers, [----] engagements


"Post-Earnings: $FICO trades at 39.8x Forward FCF Current Market Price: $1391"  
[X Link](https://x.com/mply_cap/status/2020311085031563492)  2026-02-08T01:37Z [----] followers, [----] engagements


"@Mindset4Money_X Cool great level of diversification but focused on your best bets. Should do very well"  
[X Link](https://x.com/mply_cap/status/2008938259150180830)  2026-01-07T16:26Z [----] followers, [---] engagements


"@Muzzlebuster @adrewrogers Would that be $BN"  
[X Link](https://x.com/mply_cap/status/2009166986950111601)  2026-01-08T07:35Z [----] followers, [---] engagements


"@shivamkashan I can also provide a score with thin credit history"  
[X Link](https://x.com/mply_cap/status/2009317043854811160)  2026-01-08T17:31Z [----] followers, [---] engagements


"@jbwolfwallst @fiscorainvest I like HEI as well but the valuation is way too high"  
[X Link](https://x.com/mply_cap/status/2009323037594886195)  2026-01-08T17:55Z [----] followers, [--] engagements


"@bjmtweets Their margins are absurd as well as their growth. I think Fico fair value and its at my cost basis"  
[X Link](https://x.com/mply_cap/status/2009323704418013214)  2026-01-08T17:57Z [----] followers, [---] engagements


"Is $NFLX fairly priced EV/FCF: 44x EV/EBIT: 31x Overvalued Fair Show results Undervalued Overvalued Fair Show results Undervalued"  
[X Link](https://x.com/mply_cap/status/2009344228091154667)  2026-01-08T19:19Z [----] followers, [----] engagements


"@Peg_J_Crawford They usually dont know what they own or why they own it"  
[X Link](https://x.com/mply_cap/status/2009347824803303763)  2026-01-08T19:33Z [----] followers, [--] engagements


"@QualityInvest5 Throw $DUOL in impossible"  
[X Link](https://x.com/mply_cap/status/2009827292931866714)  2026-01-10T03:19Z [----] followers, [----] engagements


"@SayNoToTrading Yea from what Ive seen he seems sharp"  
[X Link](https://x.com/mply_cap/status/2011701608946761937)  2026-01-15T07:26Z [----] followers, [----] engagements


"@JShaposhnik Interesting thats typically seen as contrarian. Thanks for sharing"  
[X Link](https://x.com/mply_cap/status/2011884378394411220)  2026-01-15T19:33Z [----] followers, [---] engagements


"@CaesarCapitalz Yes"  
[X Link](https://x.com/mply_cap/status/2014370505864736885)  2026-01-22T16:12Z [----] followers, [---] engagements


"@GT97322191 @CaesarCapitalz Yea one of the widest moat companies on earth"  
[X Link](https://x.com/mply_cap/status/2014427326390407519)  2026-01-22T19:57Z [----] followers, [---] engagements


"@AecInvests @GT97322191 @CaesarCapitalz No looked that up after the fact. I just assumed it was likely to be top [--]. Seems many analysts agree"  
[X Link](https://x.com/mply_cap/status/2014624916763455722)  2026-01-23T09:03Z [----] followers, [--] engagements


"The event that first pulled me into investing: $CMG Chipotle crashed from [--------] after a series of food safety incidents. If you had bought the panic youd be sitting on monster returns today"  
[X Link](https://x.com/mply_cap/status/1943492518621876652)  2025-07-11T02:08Z [----] followers, [----] engagements


"@livermore185 These positions were too small in terms of $ to make a dent"  
[X Link](https://x.com/mply_cap/status/1996982643750023298)  2025-12-05T16:38Z [----] followers, [---] engagements


"$TDG loves debt. They use it well because of: [--]. Predictable cash flow [--]. Pricing power [--]. Low reinvestment risk [--]. Access to cheap capital They are so confident in their debt strategy that they issued $5B in debt to fund a $90 special dividend"  
[X Link](https://x.com/mply_cap/status/2003547452796981549)  2025-12-23T19:25Z [----] followers, [----] engagements


"$HEI is a wide moat compounder. But at 55x FCF"  
[X Link](https://x.com/mply_cap/status/2003590200476532861)  2025-12-23T22:15Z [----] followers, [----] engagements


"@CapexAndChill $TDG"  
[X Link](https://x.com/mply_cap/status/2003590833443058112)  2025-12-23T22:17Z [----] followers, [---] engagements


"The bear case for $CPRT is more nuanced than it seems. Some argue that cars are getting safer and AVs will eventually make accidents uncommon which would naturally hurt Copart's supply. But this thought process misses the other part of the story in the industry. Technological complexity can actually be a tailwind because of the frequency versus severity paradox. While ADAS might marginally reduce accident frequency it drastically increases accident severity. A smaller fender bender that might have been an easy $1000 replacement is now packed with LIDAR and sensors and expensive calibration."  
[X Link](https://x.com/mply_cap/status/2005170850165576155)  2025-12-28T06:55Z [----] followers, [----] engagements


"$CPRT Revenue breakdown Service Revenue: Pure fees for facilitating the auction. High margin majority of revenue. Vehicle Sales: Principal trading. Buying inventory to resell. The US remains the dominant engine. Visualizing the moat 👇"  
[X Link](https://x.com/mply_cap/status/2005337164058669116)  2025-12-28T17:56Z [----] followers, [----] engagements


"$UMG: A Bill Ackman position rarely discussed. The definition of an IP moat. Controls 32% of the global music market. Represents [--] of the top [--] global musicians. The stock is -6% since its [----] IPO but check out the chart"  
[X Link](https://x.com/mply_cap/status/2005430216605491310)  2025-12-29T00:06Z [----] followers, 21.7K engagements


"@Ahmedshww $TDG for the win"  
[X Link](https://x.com/mply_cap/status/2006250242514248140)  2025-12-31T06:25Z [----] followers, [---] engagements


"@ContrarianN Uh they haven't had a red year since [----] and they're up 9% this year. Also $TDG owns the IP and regulatory certifications. You can't 3D print that along with most of their parts if you tried"  
[X Link](https://x.com/mply_cap/status/2008408493754327292)  2026-01-06T05:21Z [----] followers, [---] engagements


"Tweets appear to be part of $FICO cost of capital I do not understand what the credit bureaus are doing with their pricing - they are inviting a lot of scrutiny that is only intensifying by the day. I do not understand what the credit bureaus are doing with their pricing - they are inviting a lot of scrutiny that is only intensifying by the day"  
[X Link](https://x.com/mply_cap/status/2008739928625250426)  2026-01-07T03:18Z [----] followers, [----] engagements


"I think about this too often. TransDigms moat is brutal. My rough estimate to breach the $TDG moat is $38 billion solely in certification costs. (380k active PMAs $100k FAA certification costs) Here are the steps a competitor would have to execute [------] times only to ultimately destroy the margins TransDigms moat is brutal. My rough estimate to breach the $TDG moat is $38 billion solely in certification costs. (380k active PMAs $100k FAA certification costs) Here are the steps a competitor would have to execute [------] times only to ultimately destroy the margins"  
[X Link](https://x.com/mply_cap/status/2010238582301364304)  2026-01-11T06:33Z [----] followers, [----] engagements


"Apple Intelligence will finally be intelligent Joint Statement: Apple and Google have entered into a multi-year collaboration under which the next generation of Apple Foundation Models will be based on Google's Gemini models and cloud technology. These models will help power future Apple Intelligence features including a Joint Statement: Apple and Google have entered into a multi-year collaboration under which the next generation of Apple Foundation Models will be based on Google's Gemini models and cloud technology. These models will help power future Apple Intelligence features including a"  
[X Link](https://x.com/mply_cap/status/2010963916482891965)  2026-01-13T06:35Z [----] followers, [----] engagements


"Stop comparing $ADBE to $PYPL"  
[X Link](https://x.com/mply_cap/status/2011334580536766700)  2026-01-14T07:08Z [----] followers, [----] engagements


"High quality SaaS has been taking a beating Drop from 52-Week Highs: $NOW: -44% $CSU: -43% $CRM: -37% $ADBE: -35% $INTU: -31%"  
[X Link](https://x.com/mply_cap/status/2011882802728636546)  2026-01-15T19:26Z [----] followers, 10.1K engagements


"$ADBE at an 8.1% FCF yield btw"  
[X Link](https://x.com/mply_cap/status/2012416063019844030)  2026-01-17T06:45Z [----] followers, 14.8K engagements


"Moment of silence for SaaS employees paid in SBC High quality SaaS has been taking a beating Drop from 52-Week Highs: $NOW: -44% $CSU: -43% $CRM: -37% $ADBE: -35% $INTU: -31% High quality SaaS has been taking a beating Drop from 52-Week Highs: $NOW: -44% $CSU: -43% $CRM: -37% $ADBE: -35% $INTU: -31%"  
[X Link](https://x.com/mply_cap/status/2012423554436841531)  2026-01-17T07:15Z [----] followers, [----] engagements


"Anybody notice Gemini no longer has the memory of a goldfish Theres been a massive memory upgrade plus it connects to the full Google ecosystem (if toggled on). It knows what you watch on YouTube your Google searches and what you emailed [--] years ago. $GOOGL takeover"  
[X Link](https://x.com/mply_cap/status/2012763090169852329)  2026-01-18T05:44Z [----] followers, [----] engagements


"They say you cant beat the indices with large caps. But the indices are large caps"  
[X Link](https://x.com/mply_cap/status/2012765212588249246)  2026-01-18T05:53Z [----] followers, [----] engagements


"I valued $NFLX on updated [----] guidance. Currently at $83/per share: Enterprise Value (EV): $363.8B (diluted) [----] Revenue: $51.2B (midpoint) Operating Margin Target: 31.5% Implied [----] EBIT: $16.1B = 22.5x Forward EV/EBIT"  
[X Link](https://x.com/mply_cap/status/2014042735863288247)  2026-01-21T18:29Z [----] followers, [----] engagements


"So basically you can own any company in the ENTIRE world And you chose $DUOL. 🦉"  
[X Link](https://x.com/mply_cap/status/2014208061938827470)  2026-01-22T05:26Z [----] followers, 12.6K engagements


"@BradoCapital $BKNG"  
[X Link](https://x.com/mply_cap/status/2014474811989217311)  2026-01-22T23:06Z [----] followers, [---] engagements


"Name [--] things better than earnings season"  
[X Link](https://x.com/mply_cap/status/2016766873187061842)  2026-01-29T06:54Z [----] followers, [----] engagements


"Is anybody else attracted to this $NOW"  
[X Link](https://x.com/anyuser/status/1927145148326047835)  2025-05-26T23:29Z [----] followers, [----] engagements


"Revenue growth is overrated. The real secret is operating leverage. $MSCI"  
[X Link](https://x.com/anyuser/status/1938356600776884717)  2025-06-26T22:00Z [----] followers, [----] engagements


"Agree $GOOG $GOOGL"  
[X Link](https://x.com/mply_cap/status/1940701519017660893)  2025-07-03T09:17Z [----] followers, [----] engagements


"What do we think Is asset management a profitable business $BAM"  
[X Link](https://x.com/anyuser/status/1942636023277883776)  2025-07-08T17:24Z [----] followers, [----] engagements


"ASML has major switching costs. Lets say somehow a competitor like China cracked EUV lithographybeyond the sunk cost of installing a $400 million machine. Recalibrating manufacturing lines to new equipment would take [--] to [--] months and cost tens of millions. Production would slow or stop during this time causing losses in the hundreds of millions. ASML has strong partnerships with key suppliers and specialized supply chains that are hard to replace. Their technology is protected by over [-----] patents worldwide. Chip fabs rely on their software diagnostics and trained engineers. Switching"  
[X Link](https://x.com/anyuser/status/1942666860488536224)  2025-07-08T19:27Z [----] followers, [----] engagements


"Talk about irreplaceable physical assets. Brookfields ( $BN ) infrastructure segment alone manages $214 billion in assets: [-----] km of rail operations (Canadian National Railway is [-----] km) [--] terminals [----] km of toll roads [-----] km of natural gas pipelines [-----] km of transmission pipelines [-----] km of electricity transmission lines [---] million electricity and gas connections [------] operational telecom towers [-----] km of fiber optic cable [---] data centers (Source: Brookfield Infrastructure webpage)"  
[X Link](https://x.com/mply_cap/status/1943170802683199883)  2025-07-10T04:49Z [----] followers, [----] engagements


"Why is no one talking about Gemini in Chrome This feature rolled out to me a while ago. By clicking the Gemini button in the top right it records your screen and answers your questions in real time. Eventually this feature will become so seamless and powerful that youll never need to leave the Google ecosystem. $GOOG $GOOGL"  
[X Link](https://x.com/mply_cap/status/1943195366037360781)  2025-07-10T06:27Z [----] followers, [----] engagements


"If market sentiment flips on Google: 35% upside at a 27x P/E (S&P [---] average). 60% upside at a 32x P/E (Nasdaq average). Just saying. $GOOG $GOOGL"  
[X Link](https://x.com/anyuser/status/1943884554630046168)  2025-07-12T04:06Z [----] followers, [----] engagements


"Brookfields current AUM is over $1 trillion. It is expected to double [--] years This allows them to engage in significant projects and investments with their scale and reach in which widens their economic moat. $BN"  
[X Link](https://x.com/mply_cap/status/1944581383185219942)  2025-07-14T02:15Z [----] followers, [----] engagements


"Quarterly $ASML earnings are not very relevant"  
[X Link](https://x.com/mply_cap/status/1945527256828277037)  2025-07-16T16:53Z [----] followers, [----] engagements


"The worlds two largest alternative asset managers: Blackstone & Brookfield. Pick your fighter: $BX vs. $BN"  
[X Link](https://x.com/anyuser/status/1946685584618987910)  2025-07-19T21:36Z [----] followers, [----] engagements


"Rev flat Just move the logo. Super bullish. $AAPL"  
[X Link](https://x.com/anyuser/status/1950709930039886216)  2025-07-31T00:07Z [----] followers, [----] engagements


"@AskFinvest That and they are squirting FCF"  
[X Link](https://x.com/mply_cap/status/1953199847303205234)  2025-08-06T21:01Z [----] followers, [----] engagements


"Wheres the chrome news $GOOGL"  
[X Link](https://x.com/mply_cap/status/1961141190591451539)  2025-08-28T18:57Z [----] followers, [----] engagements


"The one and only $FICO Highly likely to be added to the portfolio this week. Chart shows EPS and FCF margin since price hikes began in Q1 2018:"  
[X Link](https://x.com/anyuser/status/1973148810193866792)  2025-09-30T22:11Z [----] followers, [----] engagements


"The day I was going to buy $FICO it is up 20% pre-market"  
[X Link](https://x.com/anyuser/status/1973721403087306818)  2025-10-02T12:07Z [----] followers, [----] engagements


"Do not forget insiders own 17.4% of shares $BN"  
[X Link](https://x.com/anyuser/status/1973941676004839674)  2025-10-03T02:42Z [----] followers, [----] engagements


"I almost forgot $CSU is trading at 22x FCF"  
[X Link](https://x.com/anyuser/status/1981119517704278509)  2025-10-22T22:04Z [----] followers, [----] engagements


"@TacticzH Are you a fan of $GE and $SAF by chance Similar characteristics to $ASML"  
[X Link](https://x.com/mply_cap/status/1981569233713811522)  2025-10-24T03:51Z [----] followers, [---] engagements


"Bought more $BN"  
[X Link](https://x.com/anyuser/status/1988981576810790933)  2025-11-13T14:45Z [----] followers, [----] engagements


"This company will change the way you look at stocks. Ferrovial ( $FER ) is a natural monopoly and owns some of the most prized assets and infrastructure in the world. If you don't have time now bookmark and read this later. 🧵 https://twitter.com/i/web/status/2001554618510123291 https://twitter.com/i/web/status/2001554618510123291"  
[X Link](https://x.com/mply_cap/status/2001554618510123291)  2025-12-18T07:26Z [----] followers, 73.3K engagements


"@OriModiano $OMAB briefly"  
[X Link](https://x.com/mply_cap/status/2001751955245273584)  2025-12-18T20:30Z [----] followers, [----] engagements


"Aena $ANYYY is a fascinating natural monopoly ✈ It acts as a toll booth on Spanish tourism which is one of the world's most popular destinations. Aena operates [--] airports in Spain and manages over 90% of the countrys passenger travel. Globally it manages a total of [--] airports across [--] countries. The Spanish government is the majority shareholder at 51% which creates strong alignment with infrastructure goals. While aeronautical fees are regulated Aenas commercial services like shops VIP lounges and car rentals are unregulated and carry significantly higher margins. The commercial margin"  
[X Link](https://x.com/mply_cap/status/2005420979561058809)  2025-12-28T23:29Z [----] followers, 10.6K engagements


"$BN is right up Chris Hohn's alley but he avoids it. I assume it's because of his strict rules against asset managers insurance & opacity. But Brookfield owns the exact assets he loves: Rail: [-----] km (Hohn: $CNI $CP) Toll Roads: [----] km (Hohn: $FER) Terminals: [--] sites (Hohn: $AENA) Towers/Fiber: 312k sites / 28k km (Hohn: $CLNX) Data Centers: [---] (Hohn: $MSFT $GOOG) I own the same irreplaceable physical assets just with likely higher upside. https://twitter.com/i/web/status/2005758456452579392 https://twitter.com/i/web/status/2005758456452579392"  
[X Link](https://x.com/mply_cap/status/2005758456452579392)  2025-12-29T21:50Z [----] followers, 21.8K engagements


"What in the world am I looking at. $DDS"  
[X Link](https://x.com/mply_cap/status/2009490381822628286)  2026-01-09T05:00Z [----] followers, [----] engagements


"Whos ready for $FICO earnings"  
[X Link](https://x.com/mply_cap/status/2016546298342625293)  2026-01-28T16:17Z [----] followers, [----] engagements


"The "3 Ds" are the megatrends Brookfield Corp's ( $BN ) global strategy is betting on. Here's the breakdown: [--]. Digitalization (of everything) They are buying the physical backbone of the digital economydata centers fiber networks and cell towers. As AI and cloud demand explodes this infrastructure becomes non-negotiable. [--]. Decarbonization Brookfield is capturing the shift to low-carbon energy including nuclear wind solar and hydro. They are positioned to be a prime beneficiary as the world moves toward net-zero. [--]. Deglobalization Brookfield is investing in critical infrastructure that"  
[X Link](https://x.com/mply_cap/status/1942272502832513068)  2025-07-07T17:20Z [----] followers, [----] engagements


"TransDigm recently paid a $90 special dividend to shareholders $TDG"  
[X Link](https://x.com/mply_cap/status/1969990254351249676)  2025-09-22T05:00Z [----] followers, [---] engagements


"The market seems to favor the Costco model. I have previously compared TransDigm to FICO and HEI to Costco. I personally prefer pricing power if it works long term and it clearly has with TDG compounding at 36% since inception. TransDigm trades at a cheaper valuation has stronger margins and follows better M&A and capital allocation criteria. https://twitter.com/i/web/status/1993479551792394267 https://twitter.com/i/web/status/1993479551792394267"  
[X Link](https://x.com/mply_cap/status/1993479551792394267)  2025-11-26T00:38Z [----] followers, [---] engagements


"Brookfield owns 51% of Westinghouse. Westinghouse owns the AP1000. The AP1000 is the only advanced (Gen III+) nuclear technology that is certified and operational in the US today. In non-jargon terms if you want to deploy proven nuclear power in America right now you have no choice but to go through $BN. https://twitter.com/i/web/status/2003587671046938975 https://twitter.com/i/web/status/2003587671046938975"  
[X Link](https://x.com/mply_cap/status/2003587671046938975)  2025-12-23T22:05Z [----] followers, 52.5K engagements

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