[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.]

# ![@qualitybargain Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4544713933.png) @qualitybargain LTValue

LTValue posts on X about $hwm, boring, $abt, stocks the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::4544713933/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4544713933/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX -XXXX%
- X Months XXXXXXX +94%
- X Year XXXXXXX +9,579%

### Mentions: X [#](/creator/twitter::4544713933/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4544713933/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX +108%
- X Months XX +18%
- X Year XXX +671%

### Followers: XXXXX [#](/creator/twitter::4544713933/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4544713933/c:line/m:followers.svg)

- X Week XXXXX +1%
- X Month XXXXX +4.40%
- X Months XXXXX +200%
- X Year XXXXX +1,020%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::4544713933/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4544713933/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::4544713933/influence)
---

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[$hwm](/topic/$hwm), [boring](/topic/boring), [$abt](/topic/$abt), [stocks](/topic/stocks), [$ge](/topic/$ge), [market cap](/topic/market-cap), [$crs](/topic/$crs), [productivity](/topic/productivity), [$dltr](/topic/$dltr), [$cw](/topic/$cw)

**Top assets mentioned**
[Howmet Aerospace Inc (HWM)](/topic/$hwm) [Arcblock (ABT)](/topic/$abt) [General Electric Company (GE)](/topic/$ge) [Carpenter Technology Corp (CRS)](/topic/$crs) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Curtiss-Wright Corp. (CW)](/topic/$cw) [Sherwin-Williams Co (SHW)](/topic/$shw) [Danaher Corporation (DHR)](/topic/$dhr) [ITT Inc. (ITT)](/topic/$itt) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [UL Solutions Inc. (ULS)](/topic/$uls) [Vistra, Corp. (VST)](/topic/$vst) [Constellation Energy Corp (CEG)](/topic/$ceg) [ArchLoot (AL)](/topic/$al) [Aercap Holdings N.V. (AER)](/topic/$aer) [Fidelity National Financial, Inc. (FNF)](/topic/$fnf) [F&G Annuities & Life, Inc. (FG)](/topic/$fg) [Allegheny Technologies (ATI)](/topic/$ati) [Boeing Co (BA)](/topic/$ba) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai)
### Top Social Posts [#](/creator/twitter::4544713933/posts)
---
Top posts by engagements in the last XX hours

"Have looked at both of these. I think the story for $DLTR to grow comp sales and margins is much more straightforward (through introducing multi-dollar assortment and opening stores both organically and through picking up leases of other retailer bankruptcies). Mix of multi-price products is still very low vs. peers like Dollarama and $ productivity per store also much lower. Plenty of room to improve. Whereas for BME I'm concerned that there are unresolved issues on the FMCG assortment that need to be addressed and not an easy fix for these businesses. Yes these models capital light cash"  
![@qualitybargain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4544713933.png) [@qualitybargain](/creator/x/qualitybargain) on [X](/post/tweet/1947989601467105320) 2025-07-23 11:58:07 UTC 2278 followers, XXX engagements


"@marketplunger1 $CW has a strong presence in shipbuilding"  
![@qualitybargain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4544713933.png) [@qualitybargain](/creator/x/qualitybargain) on [X](/post/tweet/1946355918599524724) 2025-07-18 23:46:27 UTC 2284 followers, XXX engagements


"Surprised to see no sell-off in $SHW after result. 2H and FY26 numbers look too high. Probably a good short if don't have near-term improvement in rate environment as will have negative revisions and already an expensive stock that the quality ppl are in love with (given it has legitimate share gain opportunity in PCG is executing much better than peers has leading share and barriers to entry etc. can grow PCG +HSD-LDD once cycle turns - but that is a while away.)"  
![@qualitybargain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4544713933.png) [@qualitybargain](/creator/x/qualitybargain) on [X](/post/tweet/1948188131888636052) 2025-07-24 01:07:00 UTC 2280 followers, XXX engagements


"Am doing some work on $ABT. Think it looks interesting here - for a really boring high quality resilient business decent (and improving) returns on capital sustainable +LDD EPS potential and now at a reasonable price. Usually these types of names trade on extended multiples but after some short-term issues in Q2 result leading to downgrade of FY25 revenue and narrowing of EPS range stock has sold off -X% and de-rated to 22x NTM PE which I think for a business of this quality is not bad. Business had peak earnings 18m post COVID due to huge influx of diagnostic testing revenue ($8.4bn in FY22"  
![@qualitybargain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4544713933.png) [@qualitybargain](/creator/x/qualitybargain) on [X](/post/tweet/1946188537843638753) 2025-07-18 12:41:20 UTC 2284 followers, 1182 engagements


"$ITT is a mid-cap industrial compounder that I like will be looking to add if we get any market weakness (e.g. more tariff shocks) and see weakness in cyclical/industrial names. Quite a boring business in not very sexy end markets (e.g. auto brake pads critical safety components for trains industrial pumps/valves and industrial connect/control components like actuators monitoring devices connector plugs and switches) and don't see it talked about very often. Have a look at May-25 investor day where they give 2030 targets for base organic business growth as well as bullish outlook for M&A"  
![@qualitybargain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4544713933.png) [@qualitybargain](/creator/x/qualitybargain) on [X](/post/tweet/1942485483201912995) 2025-07-08 07:26:43 UTC 2284 followers, 3000 engagements


"ULS Solutions $ULS looks like a great business but with recent move post Q1 result to $72/sh and trading at 40x NTM PE valuation doesn't seem to make sense. Brokers just saying "this business should be worth 38x". Feels a bit like $VRSK (which now trades at 42x.) in the sense that both are high quality businesses (high ROIC capital efficient etc.) with good earnings resilience/visibility (based on recurring revenue and pricing power which is highly valued in this market given how uncertain anything with cyclical exposure is) and both are growing EPS 10-12%. With VRSK I don't think there's a"  
![@qualitybargain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4544713933.png) [@qualitybargain](/creator/x/qualitybargain) on [X](/post/tweet/1926513236943225312) 2025-05-25 05:38:43 UTC 2280 followers, 2171 engagements


"@RadnorCapital Buy the IPPs $CEG $VST and $TLNE"  
![@qualitybargain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4544713933.png) [@qualitybargain](/creator/x/qualitybargain) on [X](/post/tweet/1797030384150184438) 2024-06-01 22:20:05 UTC 2278 followers, XXX engagements


"Reading the $GE investor update. Plenty of interesting nuggets for the aircraft/engine leasing stocks $AER $AL and $WLFC. E.g. CFM56 retirements have been extremely low. 2024 was below 2023 and YTD in 2025 is below 2024. Lease renewals for the CFM56 are at 90-95% vs. 30-40% a few years ago"  
![@qualitybargain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4544713933.png) [@qualitybargain](/creator/x/qualitybargain) on [X](/post/tweet/1947089435415470374) 2025-07-21 00:21:11 UTC 2280 followers, 6962 engagements


"Quick look at Bel Fuse (class B shares ticker $BELFB) an ok quality (and improving) connectors business trading at a reasonable valuation. Have been following it for some time now. Market cap is $915m not covered all that well. ADV is $5.8m so big enough now that slightly larger funds can look at it. Business has been around for a long time (70 years) was family owned and only had X CEOs during that period. Farouq joined in 2021 as a strategic advisor of some kind and catalysed effort to turn the business around. Made many successful changes (go read the posts and commentary on VIC for"  
![@qualitybargain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4544713933.png) [@qualitybargain](/creator/x/qualitybargain) on [X](/post/tweet/1930406771576975641) 2025-06-04 23:30:14 UTC 2283 followers, 2778 engagements


"Has anyone looked at $FG the life insurance and fixed annuities business which is XX% owned by the title insurance business Fidelity National $FNF Showed up on one of my screens so I had a look at it Trades cheap at 0.7x BV (price $XXXXX vs. Q1 2025 BVPSof $43.31) after a weak Q1 (which mgmt see as short term) and not helped by poor free float (US$4.2bn market cap but only 21.2m out of 134.8m shares trade). Generates XX% ROE not a great business but could re-rate higher over time if they shift to more institutional flows and gain owned distribution both are higher margin. CEO and other"  
![@qualitybargain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4544713933.png) [@qualitybargain](/creator/x/qualitybargain) on [X](/post/tweet/1942768853190390081) 2025-07-09 02:12:44 UTC 2279 followers, 1932 engagements


"@0xKuzco If thats what youre doing look at LLPs in hot section of the engine specifically $CRS $ATI and $HWM best is probably leaps on $CRS because its cheaper than HWM and has same pricing cycle playing out but be careful and do your own work"  
![@qualitybargain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4544713933.png) [@qualitybargain](/creator/x/qualitybargain) on [X](/post/tweet/1947101231929020739) 2025-07-21 01:08:03 UTC 2284 followers, XXX engagements


"From recent Hohn interviews he mentions narrow-body aerospace engines as an example quality investment thesis that he likes. Easy to look at the TCI 13F and see they have a very large position in $GE. Here is a basic learning plan for someone ramping up on this space. Must reads: Boeing and Airbus -- understand backlog and build rate dynamics. GE and Safran -- engine OEMs (CFM JV) at centre of the ecosystem. Also look at P&W (sits within RTX). Howmet -- key manufacturer of engine airfoils (other major player is PCC - owned by Berkshire). Other (optional): Rolls Royce -- key wide-body engine"  
![@qualitybargain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4544713933.png) [@qualitybargain](/creator/x/qualitybargain) on [X](/post/tweet/1924233389005275400) 2025-05-18 22:39:25 UTC 2280 followers, 40.3K engagements


"I don't like $FTAI - IR guy is a knob disclosure/information is very poor and I don't want to go near battleground stocks. HEICO don't go near PMA for hot engine parts for a reason maybe Chromalloy can pull it off but good luck to them. Still bullish for $CRS and $HWM but have to be careful as expectations are high. $HWM is very likely to be one of if not the most important supplier to GE of the XX 'high priority' suppliers across XX sites that they mention"  
![@qualitybargain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4544713933.png) [@qualitybargain](/creator/x/qualitybargain) on [X](/post/tweet/1947099827118195106) 2025-07-21 01:02:28 UTC 2284 followers, XXX engagements