[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.] #  @stonkmetal Heavy Moat Investments Heavy Moat Investments posts on X about $edenpa, $four, $csu, $plxpa the most. They currently have XXXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::1263832117961723905/interactions)  - X Week XXXXX -XX% - X Month XXXXXX -XX% - X Months XXXXXXX +19% - X Year XXXXXXXXX -XXXX% ### Mentions: XX [#](/creator/twitter::1263832117961723905/posts_active)  - X Month XXX -XX% - X Months XXX +101% - X Year XXX +1.60% ### Followers: XXXXXX [#](/creator/twitter::1263832117961723905/followers)  - X Week XXXXXX +0.10% - X Month XXXXXX +1.20% - X Months XXXXXX +8.60% - X Year XXXXXX +20% ### CreatorRank: undefined [#](/creator/twitter::1263832117961723905/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [currencies](/list/currencies) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$edenpa](/topic/$edenpa) #7, [$four](/topic/$four) #28, [$csu](/topic/$csu) 6.45%, [$plxpa](/topic/$plxpa) 6.45%, [france](/topic/france) 6.45%, [$csuto](/topic/$csuto) 6.45%, [$txn](/topic/$txn) 3.23%, [$nssc](/topic/$nssc) 3.23%, [csu](/topic/csu) 3.23%, [blog](/topic/blog) XXXX% **Top accounts mentioned or mentioned by** [@joinyellowbrick](/creator/undefined) [@renesellmann](/creator/undefined) [@quartr_app](/creator/undefined) [@invest091](/creator/undefined) [@evfcfaddict](/creator/undefined) [@libertyrpf](/creator/undefined) [@coalemusguy](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@rnationaloff](/creator/undefined) [@jerrycap](/creator/undefined) [@pythiar](/creator/undefined) [@chriszch](/creator/undefined) [@arkalos77](/creator/undefined) [@senators](/creator/undefined) [@finphysnerd](/creator/undefined) [@thewhitetig3r](/creator/undefined) [@kairospraxis](/creator/undefined) [@brookgatecap](/creator/undefined) [@nstepmum](/creator/undefined) [@olensrud](/creator/undefined) **Top assets mentioned** [4 (FOUR)](/topic/$four) [Texas Instruments (TXN)](/topic/$txn) [United Rentals, Inc. (URI)](/topic/$uri) [RIBBIT (RBT)](/topic/$rbt) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [Eden (EDEN)](/topic/$eden) [MercadoLibre Inc (MELI)](/topic/$meli) ### Top Social Posts Top posts by engagements in the last XX hours "Big portfolio changes Aggressively trimmed low conviction or low IRR Positions to bring down number of positions. New: Planisware Sales: $TXN $NSSC Lifco Arcure Pluxee Nemetschek Trim: $CSU more details on the blog" [X Link](https://x.com/stonkmetal/status/1951271132352377222) 2025-08-01T13:17Z 24.3K followers, 9871 engagements "My article on Brazilian PAT regulations and impact on Edenred $EDEN.PA (some Pluxee $PLX.PA comments too) is now live. I'm disappointed on how poor communication has been here" [X Link](https://x.com/stonkmetal/status/1988590897639166296) 2025-11-12T12:53Z 24.3K followers, 5288 engagements "Ashtead $AHT.L and $URI have been absolute beasts over the last decade. Is the future looking as rosy however Check out my new Ashtead analysis with a X days free trial on my blog" [X Link](https://x.com/stonkmetal/status/1823734903395246188) 2024-08-14T14:54Z 24.3K followers, 3185 engagements "Finally some good news for $EDEN.PA $PLX.PA France proposes to digitize meal vouchers starting 2027" [X Link](https://x.com/stonkmetal/status/1938139740114719147) 2025-06-26T07:38Z 24.3K followers, 3360 engagements "Can you guess what Monday's blog post will be about" [X Link](https://x.com/stonkmetal/status/1974047939895931001) 2025-10-03T09:44Z 24.3K followers, 3647 engagements "Ashtead Technology serves a niche clientele in offshore energy while Ashtead Group caters to a diverse spectrum of construction firms. What does this mean for their growth potential and risk profiles Discover the nuances in my latest analysis" [X Link](https://x.com/stonkmetal/status/1975215370807218396) 2025-10-06T15:03Z 24.3K followers, 2211 engagements "@invest091 I mean ashtead group rents machines from both companies" [X Link](https://x.com/stonkmetal/status/1975236507217666341) 2025-10-06T16:27Z 24.3K followers, XXX engagements "Ashtead technology Cellebrite shift4 payments. 1) way too cheap less cyclical than people think probably 2) strong moat and durable growth new management and last quarter likely was a clearing event for some bear cases 3) strong moat durable organic growth +cap allocation track record. Guidance implies miltibagger potential" [X Link](https://x.com/stonkmetal/status/1976944442239058417) 2025-10-11T09:34Z 24.3K followers, XXX engagements "Next week will be very interesting for my portfolio: Tuesday - Edenred Planisware Danaher Earnings (3 of my top positions) Friday - Lifco and ServiceWare earnings (both on my watchlist) Looking forward to see how my thesis develop" [X Link](https://x.com/stonkmetal/status/1979973542059164029) 2025-10-19T18:10Z 24.3K followers, 2901 engagements "My largest position Edenred $EDEN.PA hosted a successful Capital Market Day yesterday. While shares were down X% my conviction never was higher" [X Link](https://x.com/stonkmetal/status/1985992365648249225) 2025-11-05T08:47Z 24.3K followers, 5254 engagements "Great for $EDEN.PA Edenred" [X Link](https://x.com/stonkmetal/status/1986762970416685270) 2025-11-07T11:49Z 24.3K followers, 4529 engagements "The XX% revenue growth in 2023 was an anomaly. Revenue growth at $CSU.TO is not steady it's M&A driven after all. XX% is fine Q3 was an acceleration. I agree however that the stock was too expensive and I did trim 1/3 in June. Now is the time to rebuy those shares" [X Link](https://x.com/stonkmetal/status/1988160157331710240) 2025-11-11T08:21Z 24.3K followers, 10.5K engagements "Holding Edenred $EDEN.PA.the same as usual. I am actually very disappointed about communication here. Will post a short update on the blog later today" [X Link](https://x.com/stonkmetal/status/1988525279510241586) 2025-11-12T08:32Z 24.3K followers, 7799 engagements "@ChrisZ_CH @Arkalos77 A few open questions: -Why is Pluxee so much more optimistic in their guidance than Edenred - Will the lawsuits against the Brazil government bear and fruits But no matter what Edenred is too cheap. I reduced my IRR following the guidance cut but still way above hurdle" [X Link](https://x.com/stonkmetal/status/1991096774451409268) 2025-11-19T10:50Z 24.3K followers, XXX engagements "I am very bullish $FOUR but let's be real: Organic growth is tied to M&A. Without the M&A cross sell funnel they won't hit these organic growth rates. What's the steady state organic growth in the absence of M&A for a few years" [X Link](https://x.com/stonkmetal/status/1995976564346138708) 2025-12-02T22:01Z 24.3K followers, 5462 engagements "@FundasyInvestor Now I just need good US investment opportunities 😂( $FOUR is my #1 position)" [X Link](https://x.com/stonkmetal/status/1996279207652212915) 2025-12-03T18:03Z 24.3K followers, XXX engagements "Portfolio update (details on my blog) Sold: Robertet $RBT Carlisle $CSL Frosta AG Eckert & Ziegler Bought: Shift4 Payments $FOUR Trimmed: ASML $ASML Adyen $ADYEY Added: Cellebrite $CLBT Edenred $EDEN Mercado Libre $MELI Constellation Software $CSU.TO" [X Link](https://x.com/stonkmetal/status/1973365177111421187) 2025-10-01T12:31Z 24.3K followers, 8402 engagements "@brookgatecap @ReneSellmann @NStepmum Allegros network is a cluster of many unrelated providers without efficiency. It will shift some volume from InPost to Allegro but that's it. InPost has superior customer experience and a large loyal customer base" [X Link](https://x.com/stonkmetal/status/1997913315704791115) 2025-12-08T06:17Z 24.3K followers, XXX 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.]
@stonkmetal Heavy Moat Investments
Heavy Moat Investments posts on X about $edenpa, $four, $csu, $plxpa the most. They currently have XXXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +19%
- X Year XXXXXXXXX -XXXX%
Mentions: XX #
- X Month XXX -XX%
- X Months XXX +101%
- X Year XXX +1.60%
Followers: XXXXXX #
- X Week XXXXXX +0.10%
- X Month XXXXXX +1.20%
- X Months XXXXXX +8.60%
- X Year XXXXXX +20%
CreatorRank: undefined #
Social Influence
Social category influence stocks XXXX% finance XXXX% countries XXXX% cryptocurrencies XXXX% currencies XXXX% technology brands XXXX%
Social topic influence $edenpa #7, $four #28, $csu 6.45%, $plxpa 6.45%, france 6.45%, $csuto 6.45%, $txn 3.23%, $nssc 3.23%, csu 3.23%, blog XXXX%
Top accounts mentioned or mentioned by @joinyellowbrick @renesellmann @quartr_app @invest091 @evfcfaddict @libertyrpf @coalemusguy @fundasyinvestor @rnationaloff @jerrycap @pythiar @chriszch @arkalos77 @senators @finphysnerd @thewhitetig3r @kairospraxis @brookgatecap @nstepmum @olensrud
Top assets mentioned 4 (FOUR) Texas Instruments (TXN) United Rentals, Inc. (URI) RIBBIT (RBT) Carlisle Companies, Inc. (CSL) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Eden (EDEN) MercadoLibre Inc (MELI)
Top Social Posts
Top posts by engagements in the last XX hours
"Big portfolio changes Aggressively trimmed low conviction or low IRR Positions to bring down number of positions. New: Planisware Sales: $TXN $NSSC Lifco Arcure Pluxee Nemetschek Trim: $CSU more details on the blog"
X Link 2025-08-01T13:17Z 24.3K followers, 9871 engagements
"My article on Brazilian PAT regulations and impact on Edenred $EDEN.PA (some Pluxee $PLX.PA comments too) is now live. I'm disappointed on how poor communication has been here"
X Link 2025-11-12T12:53Z 24.3K followers, 5288 engagements
"Ashtead $AHT.L and $URI have been absolute beasts over the last decade. Is the future looking as rosy however Check out my new Ashtead analysis with a X days free trial on my blog"
X Link 2024-08-14T14:54Z 24.3K followers, 3185 engagements
"Finally some good news for $EDEN.PA $PLX.PA France proposes to digitize meal vouchers starting 2027"
X Link 2025-06-26T07:38Z 24.3K followers, 3360 engagements
"Can you guess what Monday's blog post will be about"
X Link 2025-10-03T09:44Z 24.3K followers, 3647 engagements
"Ashtead Technology serves a niche clientele in offshore energy while Ashtead Group caters to a diverse spectrum of construction firms. What does this mean for their growth potential and risk profiles Discover the nuances in my latest analysis"
X Link 2025-10-06T15:03Z 24.3K followers, 2211 engagements
"@invest091 I mean ashtead group rents machines from both companies"
X Link 2025-10-06T16:27Z 24.3K followers, XXX engagements
"Ashtead technology Cellebrite shift4 payments. 1) way too cheap less cyclical than people think probably 2) strong moat and durable growth new management and last quarter likely was a clearing event for some bear cases 3) strong moat durable organic growth +cap allocation track record. Guidance implies miltibagger potential"
X Link 2025-10-11T09:34Z 24.3K followers, XXX engagements
"Next week will be very interesting for my portfolio: Tuesday - Edenred Planisware Danaher Earnings (3 of my top positions) Friday - Lifco and ServiceWare earnings (both on my watchlist) Looking forward to see how my thesis develop"
X Link 2025-10-19T18:10Z 24.3K followers, 2901 engagements
"My largest position Edenred $EDEN.PA hosted a successful Capital Market Day yesterday. While shares were down X% my conviction never was higher"
X Link 2025-11-05T08:47Z 24.3K followers, 5254 engagements
"Great for $EDEN.PA Edenred"
X Link 2025-11-07T11:49Z 24.3K followers, 4529 engagements
"The XX% revenue growth in 2023 was an anomaly. Revenue growth at $CSU.TO is not steady it's M&A driven after all. XX% is fine Q3 was an acceleration. I agree however that the stock was too expensive and I did trim 1/3 in June. Now is the time to rebuy those shares"
X Link 2025-11-11T08:21Z 24.3K followers, 10.5K engagements
"Holding Edenred $EDEN.PA.the same as usual. I am actually very disappointed about communication here. Will post a short update on the blog later today"
X Link 2025-11-12T08:32Z 24.3K followers, 7799 engagements
"@ChrisZ_CH @Arkalos77 A few open questions: -Why is Pluxee so much more optimistic in their guidance than Edenred - Will the lawsuits against the Brazil government bear and fruits But no matter what Edenred is too cheap. I reduced my IRR following the guidance cut but still way above hurdle"
X Link 2025-11-19T10:50Z 24.3K followers, XXX engagements
"I am very bullish $FOUR but let's be real: Organic growth is tied to M&A. Without the M&A cross sell funnel they won't hit these organic growth rates. What's the steady state organic growth in the absence of M&A for a few years"
X Link 2025-12-02T22:01Z 24.3K followers, 5462 engagements
"@FundasyInvestor Now I just need good US investment opportunities 😂( $FOUR is my #1 position)"
X Link 2025-12-03T18:03Z 24.3K followers, XXX engagements
"Portfolio update (details on my blog) Sold: Robertet $RBT Carlisle $CSL Frosta AG Eckert & Ziegler Bought: Shift4 Payments $FOUR Trimmed: ASML $ASML Adyen $ADYEY Added: Cellebrite $CLBT Edenred $EDEN Mercado Libre $MELI Constellation Software $CSU.TO"
X Link 2025-10-01T12:31Z 24.3K followers, 8402 engagements
"@brookgatecap @ReneSellmann @NStepmum Allegros network is a cluster of many unrelated providers without efficiency. It will shift some volume from InPost to Allegro but that's it. InPost has superior customer experience and a large loyal customer base"
X Link 2025-12-08T06:17Z 24.3K followers, XXX engagements