# ![@stonkmetal Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1263832117961723905.png) @stonkmetal Heavy Moat Investments

Heavy Moat Investments posts on X about $dhr, update, $txn, $edenpa the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1263832117961723905/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1263832117961723905/c:line/m:interactions.svg)

- [--] Week [------] +151%
- [--] Month [------] -43%
- [--] Months [-------] +54%
- [--] Year [-------] -16%

### Mentions: [--] [#](/creator/twitter::1263832117961723905/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1263832117961723905/c:line/m:posts_active.svg)

- [--] Month [--] -78%
- [--] Months [---] +51%
- [--] Year [---] +7.20%

### Followers: [------] [#](/creator/twitter::1263832117961723905/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1263832117961723905/c:line/m:followers.svg)

- [--] Week [------] +0.14%
- [--] Month [------] +0.45%
- [--] Months [------] +6.40%
- [--] Year [------] +16%

### CreatorRank: [---------] [#](/creator/twitter::1263832117961723905/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1263832117961723905/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  45.52% [finance](/list/finance)  32.09% [technology brands](/list/technology-brands)  20.15% [cryptocurrencies](/list/cryptocurrencies)  17.16% [countries](/list/countries)  2.99% [automotive brands](/list/automotive-brands)  2.99% [currencies](/list/currencies)  2.24% [social networks](/list/social-networks)  0.75% [financial services](/list/financial-services)  0.75% [luxury brands](/list/luxury-brands)  0.75%

**Social topic influence**
[$dhr](/topic/$dhr) 10.45%, [update](/topic/update) 8.21%, [$txn](/topic/$txn) 8.21%, [$edenpa](/topic/$edenpa) #3, [asml](/topic/asml) #231, [$asml](/topic/$asml) #118, [market](/topic/market) 5.97%, [$goog](/topic/$goog) 5.97%, [growth](/topic/growth) 5.97%, [stocks](/topic/stocks) 5.97%

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@ayusovalue](/creator/undefined) [@renesellmann](/creator/undefined) [@yotam005](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@seekingalpha](/creator/undefined) [@jakubhajost](/creator/undefined) [@dwessel35](/creator/undefined) [@olensrud](/creator/undefined) [@micheleginv](/creator/undefined) [@prok196582](/creator/undefined) [@kairospraxis](/creator/undefined) [@quartr_app](/creator/undefined) [@marcajs](/creator/undefined) [@edenred](/creator/undefined) [@ivnm88134717](/creator/undefined) [@innoscripta](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@mosinvesting](/creator/undefined) [@ajassy](/creator/undefined)

**Top assets mentioned**
[Danaher Corporation (DHR)](/topic/$dhr) [Texas Instruments (TXN)](/topic/$txn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [4 (FOUR)](/topic/$four) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Atkore Inc. (ATKR)](/topic/$atkr) [Copart, Inc. (CPRT)](/topic/$cprt) [TON Station (SOON)](/topic/$soon) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [Intel Corporation (INTC)](/topic/$intc) [Microsoft Corp. (MSFT)](/topic/$msft) [Adappter Token (ADP)](/topic/$adp) [Watsco, Inc. (WSO)](/topic/$wso) [Shift4 Payments, Inc. (FOUR)](/topic/shift4-payments) [Eden (EDEN)](/topic/$eden) [MercadoLibre Inc (MELI)](/topic/$meli) [Gartner Inc (IT)](/topic/$it) [Reality Metaverse (RMV)](/topic/$rmv) [XIAOMI CORP (XIACF)](/topic/$xiacf) [Adobe, Inc. (ADBE)](/topic/$adbe) [Salesforce Inc (CRM)](/topic/$crm) [Msci Inc (MSCI)](/topic/$msci) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [NVR, Inc. (NVR)](/topic/$nvr) [Minted (MTD)](/topic/$mtd) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [RIBBIT (RBT)](/topic/$rbt) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [United Rentals, Inc. (URI)](/topic/$uri)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Portfolio Update: Bought Sartorius Stedim $DIM.PA and increased Atkore $ATKR. Lots of interesting opportunities out there in high-quality European companies. Read more details in my newsletter (link in bio and below)"  
[X Link](https://x.com/anyuser/status/1807765804257022300)  2024-07-01T13:18Z 24.7K followers, 15.8K engagements


"Portfolio Update: Sold: Half of Pluxee $PLX.PA position Bought: Edenred $EDEN.PA Added to: $ASML Hermle More details and a performance update can be found on my sub"  
[X Link](https://x.com/stonkmetal/status/1852346457241608520)  2024-11-01T13:46Z 24.7K followers, [----] 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 24.7K followers, [----] engagements


"Adyen $ADYEY is one of the highest quality businesses Ive analyzed in my five years as an investor. It is my second largest position and I just made my entire deep dive free for everybody to read Check it out"  
[X Link](https://x.com/anyuser/status/1953434226050699395)  2025-08-07T12:33Z 24.7K followers, [----] 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/anyuser/status/1973365177111421187)  2025-10-01T12:31Z 24.7K followers, [----] engagements


"$FOUR is my second largest position but some people blindly pitch it without assessing the risk. It's an asymmetric opportunity but NOT a set and forget stock"  
[X Link](https://x.com/anyuser/status/1987902811254706549)  2025-11-10T15:18Z 24.7K followers, 11.9K 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 24.7K followers, [----] engagements


"Wow $IT Gartner's multiple compression makes SaaS declines look timid.but they are very much at risk"  
[X Link](https://x.com/stonkmetal/status/2021186118692089906)  2026-02-10T11:34Z 24.7K followers, [----] 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 24.7K followers, [----] engagements


"https://open.substack.com/pub/heavymoatinvestments/p/yet-another-shift4-payments-pitchr=a92n8&utm_campaign=post&utm_medium=web https://open.substack.com/pub/heavymoatinvestments/p/yet-another-shift4-payments-pitchr=a92n8&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/stonkmetal/status/1987902934189752671)  2025-11-10T15:19Z 24.6K followers, [----] engagements


"'this is a high-risk high-reward situation not a no-brainer compounder. Asymmetric bets are acceptable when you recognize them as such' My conclusion too https://heavymoatinvestments.substack.com/p/yet-another-shift4-payments-pitchr=a92n8 One final note on Shift4 $FOUR before I move on to the next company. I recently saw someone claim that Shift4s acquisition playbook has been [--] + [--] = [--]. That was the entire argument no evidence just assertion. Others have echoed that the companys organic growth potential is https://heavymoatinvestments.substack.com/p/yet-another-shift4-payments-pitchr=a92n8"  
[X Link](https://x.com/stonkmetal/status/2004861410489307504)  2025-12-27T10:26Z 24.6K followers, [----] engagements


"innoscripta $1INN is a very interesting niche business. Could work out well but could get destroyed by regulatory changes (unlikely imo). Let's dive into this newly IPOed company very different to your usual IPO experience"  
[X Link](https://x.com/stonkmetal/status/2010760313302630816)  2026-01-12T17:06Z 24.6K followers, [----] engagements


"@marcajs @Edenred The amount of mental gymnastics they have to do (way below estimate of analysts and management EPS cut multiple from [--] to 10x) to arrive at the current price is hilarious. Why do these analysts get paid so much money"  
[X Link](https://x.com/stonkmetal/status/2014670623927099878)  2026-01-23T12:04Z 24.6K followers, [---] engagements


"@AyusoValue @IvnM88134717 Also regulated markets are 40% of revenue for Edenred they have the majority of their business in unregulated markets.people just don't care for that fact I guess"  
[X Link](https://x.com/stonkmetal/status/2014788682973151377)  2026-01-23T19:53Z 24.6K followers, [---] engagements


"@Yotam005 @AyusoValue I much prefer Edenred for the higher returns of capital and diversification in unregulated markets but yeah. Both are cheap"  
[X Link](https://x.com/stonkmetal/status/2014791488832475621)  2026-01-23T20:04Z 24.6K followers, [---] engagements


"Over [--] insider buys since @innoscripta $1INN went public last year (the last few days there were more buys). Incredible results Insiders own 83% and buying more.this either is a fraud (unlikely) or a severely mispriced company"  
[X Link](https://x.com/stonkmetal/status/2016255857080553602)  2026-01-27T21:03Z 24.6K followers, [----] engagements


"Portfolio update: [----] starts where [----] left off with another sell off. Thanks $CSU.TO https://heavymoatinvestments.substack.com/p/january-2026-portfolio-update https://heavymoatinvestments.substack.com/p/january-2026-portfolio-update"  
[X Link](https://x.com/stonkmetal/status/2017626408709652917)  2026-01-31T15:49Z 24.6K followers, [----] engagements


"@FundasyInvestor Thou shalt not quote the correct leverage. Thou shalt continue to sell off $FOUR based on weird narratives"  
[X Link](https://x.com/stonkmetal/status/2017710515372331426)  2026-01-31T21:24Z 24.6K followers, [----] engagements


"@MoS_Investing Sir CSI is not a SaaS company but a collection of shitco software businesses. We do not compare their capital allocation to SaaS"  
[X Link](https://x.com/stonkmetal/status/2020610528109076649)  2026-02-08T21:27Z 24.6K followers, [----] engagements


"I'm really disappointed with the InPost situation. [----] take private is not good. I'll see if there's an option to not tender my shares and get a higher bid or if that's unlikely"  
[X Link](https://x.com/stonkmetal/status/2020775906680459466)  2026-02-09T08:24Z 24.6K followers, [----] engagements


"@wolfofharcourt Yes very disappointed. My IRR is amazing buying it since 3rd November [----] at an average of [-----] but I would've preferred to own it for a decade to 50+"  
[X Link](https://x.com/stonkmetal/status/2020789747812041138)  2026-02-09T09:19Z 24.6K followers, [----] engagements


"@DWessel35 There can be a competing offer for 80% of shares if somebody steps forward soon.how likely that is I don't know. Probably not likely. @ajassy it's a bargain just buy InPost"  
[X Link](https://x.com/stonkmetal/status/2020791915390603610)  2026-02-09T09:28Z 24.6K followers, [---] engagements


"@olensrud $193 million cash outflow to waive the TRA. That's decent but constrains FCF now"  
[X Link](https://x.com/stonkmetal/status/2021115901450354995)  2026-02-10T06:55Z 24.7K followers, [---] engagements


"I guess this is what's crushing Adyen $ADYEN after H2 results Maybe time to check the valuation again under [----]. The big question is how strong will growth decelerate in the coming years. If they can sustain 20% growth rates this could be attractive"  
[X Link](https://x.com/stonkmetal/status/2021864835814740051)  2026-02-12T08:31Z 24.7K followers, 11.7K engagements


"$EDEN.PA Has Edenred found its bottom $EDEN.PA https://t.co/mzVui4OWcp Has Edenred found its bottom $EDEN.PA https://t.co/mzVui4OWcp"  
[X Link](https://x.com/stonkmetal/status/2022328191231438970)  2026-02-13T15:13Z 24.7K followers, [----] engagements


"Portfolio update Sold Stemmer Imaging (acquired) Bought $ADYEN Pluxee $PLX.PA Sartorius Stedim $DIM.PA Robertet $RBT.PA Frosta More details on my blog"  
[X Link](https://x.com/stonkmetal/status/1819355120238305696)  2024-08-02T12:50Z 24.7K followers, [----] engagements


"Got some freed up cash. Give me your best high quality stock pitch. Preferably smid cap ROIC15% and long reinvestment runway"  
[X Link](https://x.com/stonkmetal/status/1889036643296063932)  2025-02-10T19:40Z 24.7K followers, 55.9K 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 24.7K followers, [----] engagements


"My issue with $RMV: Super high ROIC but not really much reinvestment opportunity. If I can buy it at close to a 10% FCF yield for the capital returns then it's interesting. Also I'd need to understand the UK property market. Today I learned about Rightmove plc $RMV and immediately put it on my watchlist. @PhilippHaas_ir talked about it on his (German) YT channel. A company posting 50% net income margins down 30% over just 3-4 months (due to AI investments) now trading at a high-teens earnings https://t.co/xIgaxVFlAj Today I learned about Rightmove plc $RMV and immediately put it on my"  
[X Link](https://x.com/stonkmetal/status/2005725266761638264)  2025-12-29T19:39Z 24.7K followers, [----] engagements


"Idexx Laboratories $IDEXX with return to strong growth of 12% organic. Not sure if it really justifies 37x EBIT.but a fantastic business for sure. [----] guidance weaker at 7-9% organic revenue growth"  
[X Link](https://x.com/stonkmetal/status/2018318034906087797)  2026-02-02T13:38Z 24.7K followers, [----] engagements


"https://heavymoatinvestments.substack.com/p/idexx-laboratories-the-hidden-giantr=a92n8 https://heavymoatinvestments.substack.com/p/idexx-laboratories-the-hidden-giantr=a92n8"  
[X Link](https://x.com/stonkmetal/status/2018318070821875937)  2026-02-02T13:38Z 24.7K followers, [----] engagements


"@LuxOpesResearch I agree with the unfortunate assumption that the transaction will go through for InPost. Scummy way to get rid of public shareholders again but what can you do as a small fish"  
[X Link](https://x.com/stonkmetal/status/2021160744079819058)  2026-02-10T09:54Z 24.7K followers, [---] engagements


"@Michele_g_inv @AyusoValue Very interesting points. Edenred is my #1 position for the reasons you stated before. It's just way too cheap and regulated meal vouchers can be a zero and the business still is fairly priced fundamentally. 7% dividend + buybacks on top are great"  
[X Link](https://x.com/stonkmetal/status/2021189654838485178)  2026-02-10T11:49Z 24.7K followers, [---] engagements


"@Michele_g_inv @AyusoValue What stuff do you like with similar dynamics I'm too exposed to Software and payments right now so I'd enjoy some other industries to diversify"  
[X Link](https://x.com/stonkmetal/status/2021192904878829759)  2026-02-10T12:01Z 24.7K followers, [--] engagements


"@iam_chris42 @burningbyte Beim EBIT auch noch [--] millionen non operating costs vermutlich von der Autodesk Umstellung enthalten. Ich bin auch happy wre ich nicht schon zu overweight software wrde ich weiter kaufen"  
[X Link](https://x.com/stonkmetal/status/2021538604502167847)  2026-02-11T10:55Z 24.7K followers, [--] engagements


"Putting the multiple compression of $PLX.PA and $EDEN.PA into perspective compared to some similarly scalable market places $V $RMV. A lot of rerating potential"  
[X Link](https://x.com/stonkmetal/status/1821260772493947142)  2024-08-07T19:03Z 24.7K followers, [----] 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 [--] days free trial on my blog"  
[X Link](https://x.com/stonkmetal/status/1823734903395246188)  2024-08-14T14:54Z 24.7K followers, [----] engagements


"Over the last months I've been asked many times about my opinion of Edenred $EDEN.PA because of my large Pluxee $PLX.PA position. I just published the first part of my Edenred deep dive and comparison to address this"  
[X Link](https://x.com/stonkmetal/status/1841836088672788541)  2024-10-03T13:41Z 24.7K followers, [----] engagements


"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 24.7K followers, 10.1K engagements


"My largest position Edenred $EDEN.PA hosted a successful Capital Market Day yesterday. While shares were down 7% my conviction never was higher"  
[X Link](https://x.com/stonkmetal/status/1985992365648249225)  2025-11-05T08:47Z 24.7K followers, [----] engagements


"Great for $EDEN.PA Edenred ✅ Grce au @RNational_off les taxes prvues sur les tickets-restaurant les chques-vacances ou encore les chques-cadeaux ont t rejetes. Cette attaque contre ces petits avantages est un symbole de la casse sociale du #Budget2026 au dtriment de la France qui travaille. https://t.co/X9W7EEFRxW ✅ Grce au @RNational_off les taxes prvues sur les tickets-restaurant les chques-vacances ou encore les chques-cadeaux ont t rejetes. Cette attaque contre ces petits avantages est un symbole de la casse sociale du #Budget2026 au dtriment de la France qui travaille."  
[X Link](https://x.com/stonkmetal/status/1986762970416685270)  2025-11-07T11:49Z 24.7K followers, [----] 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 24.7K followers, [----] engagements


"Let's look at the path forward for Pluxee $PLX.PA and Edenred $EDEN.PA after Pluxee's Q1 results. Strong organic revenue growth wasn't enough to satisfy the market"  
[X Link](https://x.com/stonkmetal/status/2009280997481673028)  2026-01-08T15:08Z 24.7K followers, [----] engagements


"@Yotam005 @AyusoValue Watch out for the way Pluxee's cash balance is displayed on screeners. Most of their cash is tied to float and not theirs so I see them more towards 4-5x EBITDA.still very cheap but not THAT cheap"  
[X Link](https://x.com/stonkmetal/status/2014787997737075149)  2026-01-23T19:51Z 24.7K followers, [---] engagements


"Wow Painpal $PYPL down 20% to new almost decade lows.Q4 results aren't pretty but fine. Guiding for a decline in FY26 and again changing the CEO are yellow flags at least. I prefer owning $FOUR. While not super cheap on a multiple it looks much better fundamentally"  
[X Link](https://x.com/stonkmetal/status/2018678801312493775)  2026-02-03T13:31Z 24.7K followers, [----] engagements


"Still to this day one of the most criminal non GAAP adjustments I've seen $FVRR $FVRR is adding back Depreciation and Amortization to its NET INCOME What is this just call it EBIT please https://t.co/GkuycR8mBk $FVRR is adding back Depreciation and Amortization to its NET INCOME What is this just call it EBIT please https://t.co/GkuycR8mBk"  
[X Link](https://x.com/stonkmetal/status/2004450043559133446)  2025-12-26T07:11Z 24.7K followers, [----] engagements


"@ProK196582 @ReneSellmann There is always new competition for every single year Edenred has been a company. If you are scared of competition coming in then you can't invest in 99.9% of companies out there"  
[X Link](https://x.com/stonkmetal/status/2020064037518651891)  2026-02-07T09:16Z 24.7K followers, [--] engagements


"@Carlos_MoraM That's a very good development. I still prefer Edenred though for the diversification beyond meal vouchers"  
[X Link](https://x.com/stonkmetal/status/2020968955020800195)  2026-02-09T21:12Z 24.7K followers, [---] engagements


"@KairosPraxis @BelgianInvest0r Oh wow that's a huge shift. What about being exit liquidity for my $FOUR or $EDEN bags lol jk. I struggle to see how it fits with their strategy but I'm sure they are smarter than me and would figure something out"  
[X Link](https://x.com/stonkmetal/status/2022449478586818640)  2026-02-13T23:15Z 24.7K followers, [---] engagements


"A few weeks ago my friend @FromValue recommended me "100 Baggers" from Christopher Mayer. Here are my favourite parts of it 🧵"  
[X Link](https://x.com/stonkmetal/status/1472265830268289027)  2021-12-18T18:01Z 24.7K followers, [---] engagements


"A 🧵 of all my threads"  
[X Link](https://x.com/stonkmetal/status/1479866209764052998)  2022-01-08T17:22Z 24.7K followers, [---] engagements


"Why I invested 6% of my portfolio into Constellation Software A thread about $CSU.TO $CNSWF 🧵"  
[X Link](https://x.com/stonkmetal/status/1480259748851290116)  2022-01-09T19:26Z 24.7K followers, [---] engagements


"$ASML is my highest conviction stock. They just reported Q4 [--] earnings. Let's dive into it 👇"  
[X Link](https://x.com/anyuser/status/1483849456168706050)  2022-01-19T17:10Z 24.7K followers, [---] engagements


"Why I bought more $TXN shares and why they are more than just your highschool calculators. A thread 👇"  
[X Link](https://x.com/stonkmetal/status/1487484158876303364)  2022-01-29T17:53Z 24.7K followers, [---] engagements


"I am excited to announce my new youtube channel: Invest Flow. In cooperation with the german Investflow channel I will bring qualitative stock analysis videos(10-30 minutes) to you starting off with a $SOFI analysis (link below 👇)"  
[X Link](https://x.com/anyuser/status/1488632700625903616)  2022-02-01T21:57Z 24.7K followers, [---] engagements


"I recently layed out why I am long $TXN (5% portfolio). They had their capital management presentation this week laying out the next decade. Let's dive into it a little 👇 Retweet if you enjoyed"  
[X Link](https://x.com/anyuser/status/1489719778218586116)  2022-02-04T21:57Z 24.7K followers, [---] engagements


"Today I initiated a 3% position in $RICK Serial acquirer of Strip clubs and a sports bar chain. Let's get into why I decided to buy them. A quick thread 👇"  
[X Link](https://x.com/stonkmetal/status/1511050902555316228)  2022-04-04T18:39Z 24.7K followers, [---] engagements


"Portfolio update. Top [--] now accounts for 48% $GOOG $AMZN $CSU.TO $ASML $TXN. Concentration at work"  
[X Link](https://x.com/stonkmetal/status/1521576577162788864)  2022-05-03T19:45Z 24.7K followers, [---] engagements


"$GOOG is trading at almost [----] times [----] earnings. it's really not that cheap. Thanks for coming to my TedTalk"  
[X Link](https://x.com/anyuser/status/1529469334694703107)  2022-05-25T14:28Z 24.7K followers, [---] engagements


"Portfolio update. Top [--] still account for 48% $AMZN $GOOG $CSU.TO $ASML $TXN. Staying concentrated. Out: $SE $XIACF In: $ZBRA $PRX/ $PROSY"  
[X Link](https://x.com/anyuser/status/1531669290151297024)  2022-05-31T16:09Z 24.7K followers, [---] engagements


"Why I invested 3% into a Swedish Serial Acquirer that achieved a 31% CAGR since its SECOND IPO in [----] A small thread about $LIFCO 🧵"  
[X Link](https://x.com/anyuser/status/1536404171158704132)  2022-06-13T17:44Z 24.7K followers, [---] engagements


"Buybacks can destroy shareholder value: $ADBE repurchased [--] million shares in the last [--] years for $23 billion. To acquire #figmaadobe the company will use ALL [--] million shares valued at just $12 billion + $10 b cash. Real cost for shareholders: $33 billion for $400m ARR"  
[X Link](https://x.com/stonkmetal/status/1571517795653025792)  2022-09-18T15:13Z 24.7K followers, [---] engagements


"Today I sold my $ADBE position and put the money into $GOOG $CRM. Here are my reasons 👇"  
[X Link](https://x.com/anyuser/status/1574404161453674497)  2022-09-26T14:22Z 24.7K followers, [---] engagements


"Sonova is a high-quality Swiss compounder that nobody talks about. They are the leader in hearing aid solutions 🦻 and here is why I invested 3% of my portfolio into $SOON. So sit back and hear me out (had to do it) 👇"  
[X Link](https://x.com/anyuser/status/1584192268541448193)  2022-10-23T14:37Z 24.7K followers, [---] engagements


"Pat Gelsinger's compensation plan at $INTC. Not a single operational goal all based on market cap very counter-intuitive and a prime example of what not to do"  
[X Link](https://x.com/anyuser/status/1586785836003205124)  2022-10-30T18:23Z 24.7K followers, [---] engagements


"Continued to concentrate my portfolio. Top [--] = 49.8% Top [--] = 77.7% SOLD = 1/3 of my $GOOG position added to $MSFT $CSU BOUGHT = $SOON Sonova"  
[X Link](https://x.com/stonkmetal/status/1587529385397166083)  2022-11-01T19:37Z 24.7K followers, [---] engagements


"Guess who's trending on @SeekingAlpha with his $GOOG article 🥰"  
[X Link](https://x.com/stonkmetal/status/1593949113749340162)  2022-11-19T12:47Z 24.7K followers, [--] engagements


"The difference good Capital Allocation can make. How $RICK went from [--] years of dead money to a 10-bagger in [--] years. A small 🧵"  
[X Link](https://x.com/stonkmetal/status/1595169172027281437)  2022-11-22T21:35Z 24.7K followers, [---] engagements


"What the hell was I smoking one year ago 😂 Look at those larger positions Portfolio update: Sold $BABA considering selling $FB/$MRVS because of the changed risk profile. 50% of my portfolio is in $TDOC $TCEHY $JD Meituan $AMZN $XIACF $BLK $ASML https://t.co/ky0ZLN3Jlq Portfolio update: Sold $BABA considering selling $FB/$MRVS because of the changed risk profile. 50% of my portfolio is in $TDOC $TCEHY $JD Meituan $AMZN $XIACF $BLK $ASML https://t.co/ky0ZLN3Jlq"  
[X Link](https://x.com/stonkmetal/status/1596604838460428288)  2022-11-26T20:40Z 24.7K followers, [---] engagements


"Portfolio update. Top [--] account for 50.59% top [--] for 77.41%. New: $ADYEN Significantly added to $MSFT now my largest position. Looking at $CPRT right now but it's pricy"  
[X Link](https://x.com/anyuser/status/1598343212120346625)  2022-12-01T15:48Z 24.7K followers, [---] engagements


"$ASML estimates that technological sovereignty will drive chips manufacturers away from Taiwan. Many think $INTC will be the big beneficiary but I much prefer $TXN to benefit from this trend. Check out my new @SeekingAlpha article here 👇 https://seekingalpha.com/article/4562153-chips-made-usa-buy-texas-instruments-instead-of-intel https://seekingalpha.com/article/4562153-chips-made-usa-buy-texas-instruments-instead-of-intel"  
[X Link](https://x.com/anyuser/status/1599476190300889088)  2022-12-04T18:50Z 24.7K followers, [---] engagements


"I reread a few 100-baggers (@chriswmayer) chapters this morning and got reminded about the Wealth Masters fund: A fund focused on owner-operators. It's a good place to find ideas https://fintel.io/i/virtus-opportunities-trust-virtus-horizon-wealth-masters-fund-class-a https://fintel.io/i/virtus-opportunities-trust-virtus-horizon-wealth-masters-fund-class-a"  
[X Link](https://x.com/stonkmetal/status/1606591845269741569)  2022-12-24T10:05Z 24.7K followers, 16K engagements


"@Oliver_SGM They also give out almost $2 to their employees and executives as compensation. If we account for that then we get between $3.9-4.2 (depending if we consider net cash or not) of real FCF yield for owners"  
[X Link](https://x.com/stonkmetal/status/1608044598114369538)  2022-12-28T10:18Z 24.7K followers, [----] engagements


"All of these reports that $AMZN will pay a dividend.how would that make ANY sense As a company currently burning through cash dividends would be the last thing on the mind of management"  
[X Link](https://x.com/stonkmetal/status/1608198390973710336)  2022-12-28T20:29Z 24.7K followers, 25.6K engagements


"In [----] I invested more than [--] times as much as in [----] and [----] combined. Buying opportunities like these in my early 20s are phenomenal"  
[X Link](https://x.com/stonkmetal/status/1608497682447728641)  2022-12-29T16:18Z 24.7K followers, 13.1K engagements


"Portfolio update. Top [--] account for 47% top [--] for 73% a decrease from November. Generally I still plan to concentrate despite the short-term expansion. New: $NSSC $CPRT Trimmed: $CRM Added: $AMZN $VEEV More detailed version on my substack https://heavymoatinvestments.substack.com/p/portfolio-update-end-of-2022 https://heavymoatinvestments.substack.com/p/portfolio-update-end-of-2022"  
[X Link](https://x.com/anyuser/status/1609920536494198786)  2023-01-02T14:32Z 24.7K followers, 25.8K engagements


"What a beautiful compensation structure at $DHR: Earnings and Revenue growth plus FCF conversion goals for the short term combined with a long-term goal of 3-3-year average ROIC change"  
[X Link](https://x.com/anyuser/status/1612581268763418625)  2023-01-09T22:45Z 24.7K followers, 18.6K engagements


"$MSCI understands buybacks. 14% of current market cap used for repurchases over the last decade resulting in a 34% reduction in shares outstanding"  
[X Link](https://x.com/anyuser/status/1612751558306942979)  2023-01-10T10:01Z 24.7K followers, 12.1K engagements


"Sometimes it just takes one slide to get me interested in a company $PKG"  
[X Link](https://x.com/anyuser/status/1617088803616821251)  2023-01-22T09:16Z 24.7K followers, 59.5K engagements


"What are some smaller companies led by previous executives at legendary compounders Some examples are $ATKR $SOON both led by ex $DHR execs and cloning the DBS. What else is there"  
[X Link](https://x.com/anyuser/status/1625932639042428928)  2023-02-15T18:58Z 24.7K followers, 23.8K engagements


"I find it absolutely ridiculous how many people are selling out of $INTC after they made the BEST decision of the last few years with the dividend cut.Nobody could have looked at the div a few weeks ago and thought "that's looking pretty safe". numbers rarely lie Sold 100% of my $INTC position today at $26.11 Sold 100% of my $INTC position today at $26.11"  
[X Link](https://x.com/stonkmetal/status/1628650586357858304)  2023-02-23T06:58Z 24.7K followers, 26.9K engagements


"Portfolio update. Top [--] account for 48% top [--] for 76% an increase from December. Bought: $NEM.DE $ATKR ($LUM spinoff) Sold: $SPOT $FVRR Find the detailed version on my substack https://heavymoatinvestments.substack.com/p/portfolio-update-end-of-february https://heavymoatinvestments.substack.com/p/portfolio-update-end-of-february"  
[X Link](https://x.com/stonkmetal/status/1631309670781419528)  2023-03-02T15:05Z 24.7K followers, 15.4K engagements


"5 high-quality businesses with high returns on Capital (20%) at a fair value 📈 [--]. $AAPL Apple (39%) [--]. $TXN Texas Instruments (27%) [--]. $QCOM Qualcomm (28%) [--]. $ADP Automatic Data Processing (35%) [--]. $ORLY O'Reilly Automotive Who would you add"  
[X Link](https://x.com/anyuser/status/1639540272701767682)  2023-03-25T08:10Z 24.7K followers, 51.1K engagements


"5 high-quality businesses I own with high insider ownership (10%) 📈 [--]. $DHR Danaher (10%) [--]. $ATD Alimentation Couche-Tard (24%) [--]. $LIFCO Lifco (50%) [--]. $NEM Nemetschek (53%) [--]. $NSSC Napco Security (17%) Who would you add"  
[X Link](https://x.com/anyuser/status/1639930471248166912)  2023-03-26T10:01Z 24.7K followers, 165.1K engagements


"5 easy criteria to weed out 97% of stocks 📈 [--]. ROIC 15% [--]. Net Debt/EBITDA 2x [--]. 5-year Revenue growth 10% CAGR [--]. EBIT Margin 10% [--]. 5-year OCF/FCF growth 15% What criteria would you add"  
[X Link](https://x.com/anyuser/status/1640344893259235329)  2023-03-27T13:27Z 24.7K followers, 227.5K engagements


"Yesterday I shared [--] quality criteria to weed out 97% of stocks. Here are [--] example results📈 [--]. $GOOG Alphabet [--]. $TSLA Tesla [--]. $ABNB Airbnb [--]. $CSU Constellation Software [--]. $CPRT Copart [--]. $IT Gartner [--]. $NVR NVR [--]. $ATKR Atkore Surprised about any of those Who's missing"  
[X Link](https://x.com/anyuser/status/1640643080737964032)  2023-03-28T09:12Z 24.7K followers, 108.3K engagements


"I like to clone great investors. In his [----] letter $CSU Mark Leonard studied [--] High-Performance Conglogomerates 👇 [--]. $AME Ametek [--]. $DHR Danaher [--]. $DOV Dover [--]. $ITW ITW [--]. $ROP Roper [--]. $JKHY Jack Henry [--]. $TDG Transdigm [--]. United Technologies (now $RTX) Own any of these"  
[X Link](https://x.com/anyuser/status/1641433700020924417)  2023-03-30T13:34Z 24.7K followers, 67.4K engagements


"Portfolio update. Top [--] account for 44% top [--] for 70% Bought: $ATD Increased: $AMZN $LIFCO $DHR $RICK Detailed substack article 👇"  
[X Link](https://x.com/anyuser/status/1642091036452200448)  2023-04-01T09:06Z 24.7K followers, 52.2K engagements


""Our free cash flow to net income conversion ratio exceeded 100% for the 31st consecutive year." Just $DHR things 😁"  
[X Link](https://x.com/stonkmetal/status/1642439113834897408)  2023-04-02T08:09Z 24.7K followers, 15.2K engagements


"🚨BREAKING 🚨 Heavy Moat Investments is raising its guidance. We now expect to reach [-----] followers by the end of the year up from 15000"  
[X Link](https://x.com/stonkmetal/status/1642517712634036224)  2023-04-02T13:21Z 24.7K followers, 43.9K engagements


"5 great life science tools and services compounders with wide moats 📈 [--]. $DHR Danaher [--]. $MTD Mettler-Toledo [--]. $DIM Sartorius Stedim [--]. $WAT Waters Corp [--]. $TMO Thermo Fisher I own [--] and [--] what about you Who's missing"  
[X Link](https://x.com/anyuser/status/1643202492191191043)  2023-04-04T10:42Z 24.7K followers, 67.4K engagements


"I bought more $ATKR today. A few reasons why 📈 [--]. $DHR DNA [--]. 35% FCF ROIC [--]. M&A track record [--]. Share cannibal (-3% CAGR) [--]. [--] times forward cash flow [--]. 21/22 elevated profits still cheap normalized Do you know Atkore or even own it"  
[X Link](https://x.com/anyuser/status/1643636473474711552)  2023-04-05T15:27Z 24.7K followers, 56.6K engagements


"There are only [--] NA Dividend growth stocks with 10% dividend 5Y-CAGR Debt/EBITDA [---] ROIC10% and 3% FCF yield. These are my favorites 📈 [--]. $TXN TI (17%) [--]. $ACN Accenture (10%) [--]. $ADP ADP (13%) [--]. $WSO Watsco (13%) [--]. $UFPI UFP Industries (24%) Who are yours"  
[X Link](https://x.com/anyuser/status/1646216184562348032)  2023-04-12T18:18Z 24.7K followers, 72.9K engagements


"Free cash flow is my favorite profitability metric but it can be distorted in many ways 👇 [--]. Change in Inventories [--]. Change in Accounts Payable/Receivable [--]. Change in Net Working Capital [--]. Change in Growth CapEx [--]. Settlement payments What else"  
[X Link](https://x.com/stonkmetal/status/1647136906361163776)  2023-04-15T07:16Z 24.7K followers, 47.4K engagements


"Distributors are often great businesses with deep moats and high returns on capital employed. These are my favorites 📈 [--]. Fastenal $FAST (40%) [--]. W.W. Grainger $GWW (40%) [--]. Pool $POOL (35%) [--]. Watsco $WSO (31%) [--]. Ferguson $FERG (28%) Who would you add"  
[X Link](https://x.com/anyuser/status/1649038521007579137)  2023-04-20T13:13Z 24.7K followers, 86.7K engagements


"I try to own compounding machines at reasonable prices. Here are [--] great compounders that are sadly too expensive for me📈 [--]. Rollins $ROL (29x forward EV/EBITDA) [--]. Heico $HEI (29x) [--]. IDXX Labs $IDXX (36x) [--]. Mettler-Tolado $MTD (27x) [--]. Cintas $CTAS (21x) Who else"  
[X Link](https://x.com/anyuser/status/1650190672459182082)  2023-04-23T17:31Z 24.7K followers, 94K engagements


"With all the big earnings let's look at [--] lesser known compounders that beat the market📈 [--]. Trex $TREX (24% [--] year Total return CAGR) [--]. OTC Markets $OTCM (27%) [--]. Expeditors of Washington $EXPD (14%) [--]. Builders FirstSource $BLDR (31%) [--]. Watsco $WSO (19%) Who would you add"  
[X Link](https://x.com/anyuser/status/1651935948848939012)  2023-04-28T13:06Z 24.7K followers, 26.5K engagements


"Portfolio update. Top [--] account for 46% top [--] for 70% Bought: $CSL Sold: $GOOGL $GOOG Trimmed: $MSFT Increased: $DHR $ATKR $TXN Details on my s.stack (link on profile)"  
[X Link](https://x.com/anyuser/status/1652291535268880384)  2023-04-29T12:39Z 24.7K followers, 24.6K engagements


"If you could only have [--] stocks (regardless of valuation) which would it be These are mine 📈 [--]. Constellation Software $CSU [--]. Texas Instruments $TXN [--]. Copart $CPRT [--]. MSCI $MSCI [--]. Danaher $DHR Let me know your choices 👇"  
[X Link](https://x.com/anyuser/status/1652625514752798722)  2023-04-30T10:46Z 24.7K followers, 139K engagements


"Here are [--] quality companies with 20% ROIC trading below their [---] day SMA 📈 [--]. Home Depot $HD (30% ROIC) [--]. Qualcomm $QCOM (24%) [--]. Lockheed Martin $LMT (20%) [--]. ADP $ADP (36%) [--]. Williams-Sonoma $WSM (31%) Who else 👇"  
[X Link](https://x.com/anyuser/status/1660934220447989762)  2023-05-23T09:02Z 24.7K followers, 77.2K engagements


"I don't like to toot my own horn but this is one of my favorite articles so far https://seekingalpha.com/article/4545020-asml-buy-semiconductor-stock @stonkmetal Your ASML articles during the downtrend were very strong https://seekingalpha.com/article/4545020-asml-buy-semiconductor-stock @stonkmetal Your ASML articles during the downtrend were very strong"  
[X Link](https://x.com/stonkmetal/status/1662537816717361157)  2023-05-27T19:14Z 24.7K followers, 42.3K engagements


"I'm getting very close (23) to my limit of [--] individual stocks. Not sure if I should try to cut down on positions or not. I want to be concentrated but I also keep finding attractive stocks"  
[X Link](https://x.com/stonkmetal/status/1668906576353153024)  2023-06-14T09:01Z 24.7K followers, 72.9K engagements


"Reinvested my $DHR dividend. Looking forward to this"  
[X Link](https://x.com/anyuser/status/1670851875279708160)  2023-06-19T17:51Z 24.7K followers, 12.2K engagements


"Five high quality companies I own that are currently out of favor 📉📈 [--]. Sartorius Stedim $DIM (-26% under [---] day SMA) [--]. Danaher $DHR (-7) [--]. RCI Hospitality $RICK (-7%) [--]. Sonova $SOON (-2%) [--]. Ulta Beauty $ULTA (-1%) Who would YOU add"  
[X Link](https://x.com/anyuser/status/1674415761337774083)  2023-06-29T13:53Z 24.7K followers, 59.4K engagements


"Good morning Fintwit. What a beautiful day to buy more $LIFCO. Shares down 10% on 12% net sales growth 22% EBITA and 27% operating cash flow growth at 22% ROCE. I'll take it 😁"  
[X Link](https://x.com/stonkmetal/status/1679773401714393088)  2023-07-14T08:42Z 24.7K followers, 45.8K engagements


"Financing done right. Just look at some of these long-term notes $DHR secured"  
[X Link](https://x.com/anyuser/status/1679792517775081474)  2023-07-14T09:58Z 24.7K followers, 22K engagements


"High share prices and low share count can be a good proxy to find high quality companies. While it changes nothing fundamentally it hints at responsible management. [--] examples 📈 [--]. Berkshire $BRK [--]. Mercado Libre $MELI [--]. $NVR [--]. Givaudan $GIVN [--]. $ADYEN Who else"  
[X Link](https://x.com/anyuser/status/1680547139502391297)  2023-07-16T11:57Z 24.7K followers, 41.7K engagements


"Loaded up on new books. Finance and (sadly) non-fiction"  
[X Link](https://x.com/stonkmetal/status/1698032226158440690)  2023-09-02T17:56Z 24.7K followers, 19.4K engagements


"I recently started to track when I first bought the companies I own. I hope to eventually see most of my portfolio in long-term holdings.portfolio turnover has been quite high in recent months"  
[X Link](https://x.com/anyuser/status/1703493095076077621)  2023-09-17T19:36Z 24.7K followers, 33.5K engagements


"Five quality stocks I'm buying that are beaten down 📉 [--]. $RICK RCI Hospitality (38% drawdown) [--]. $ADYEN (76%) [--]. $NSSC Napco (43%) [--]. $ULTA Beauty (28%) [--]. $AOJ (39%) Who would you add and why"  
[X Link](https://x.com/anyuser/status/1705503656840171599)  2023-09-23T08:45Z 24.7K followers, 118K engagements


"I honestly find it hilarious how many people are getting scared out of $TXN after NOT doing their research. I can't take "but the capex" arguments seriously while they announced this in [----] and reiterated in literally every earnings call"  
[X Link](https://x.com/anyuser/status/1717876319680139410)  2023-10-27T12:10Z 24.7K followers, 24.2K engagements


"Let's play some Devil's advocate 😈. Tell me which of my stocks I should eliminate and why"  
[X Link](https://x.com/anyuser/status/1721137732192206961)  2023-11-05T12:09Z 24.7K followers, 46K engagements


"$ADYEN is now my largest position 🎉"  
[X Link](https://x.com/stonkmetal/status/1724102012403388574)  2023-11-13T16:28Z 24.7K followers, 31.2K engagements


"Jesus what a quarter from $CPRT. Service Revenue up 18% Gross profit up 25% Net Income up 35%"  
[X Link](https://x.com/anyuser/status/1725274848312557996)  2023-11-16T22:09Z 24.7K followers, 18.5K engagements


"Am I tripping or does $CSCO look somewhat decent Balance sheet massive cash flows(10% FCF yield) interesting markets with steady growth. What's the issue"  
[X Link](https://x.com/anyuser/status/1736471989093544171)  2023-12-17T19:42Z 24.7K followers, 37.6K engagements


"2023 has been the best year of my life so far but not without struggle. The portfolio performed rocky but after $ADYEY and $NSSC rerated I managed to close the year on +30%. More importantly I fell in love for the first time that's why I published less. Onwards a great 2024"  
[X Link](https://x.com/anyuser/status/1740798494926156154)  2023-12-29T18:14Z 24.7K followers, [----] engagements


"Check out my newsletter on @substack where you can find free monthly portfolio updates and paid dives into (European) small Caps and other investing content https://heavymoatinvestments.substack.com/ https://heavymoatinvestments.substack.com/"  
[X Link](https://x.com/stonkmetal/status/1750236525873295651)  2024-01-24T19:18Z 24.7K followers, 43.7K engagements


"We are certainly in a bull market when people are making $COST DCF models with a 3% WACC. how did this get past @SeekingAlpha editors"  
[X Link](https://x.com/anyuser/status/1765136606791373108)  2024-03-05T22:05Z 24.7K followers, 42.2K engagements


"Most overrated book in finance Of course I've read it. What kind of investor are you if you haven't 😘 https://t.co/xOt284JBRt Of course I've read it. What kind of investor are you if you haven't 😘 https://t.co/xOt284JBRt"  
[X Link](https://x.com/anyuser/status/1771896249861517754)  2024-03-24T13:46Z 24.7K followers, 73.3K engagements


"Portfolio update Bought Frosta AG Sold nothing More details on my newsletter as well as a write up on Frosta"  
[X Link](https://x.com/anyuser/status/1774104230283862151)  2024-03-30T15:59Z 24.7K followers, [----] engagements


"Portfolio update Added to my new Hermle position no other buys Looking to reduce the industrial exposure currently 33%. I'm increasing the subscription price on the 7th so make sure to lock in the current price until then. More detail on my blog in the link below"  
[X Link](https://x.com/stonkmetal/status/1796957596923969544)  2024-06-01T17:30Z 24.7K followers, 11.8K engagements


"I'm looking for some new ideas to research. What's the highest quality business that comes to mind that's not a popular consensus long name Low cyclicality high reinvestment opps and ROIC skin in the game etc"  
[X Link](https://x.com/anyuser/status/1821960533072884167)  2024-08-09T17:23Z 24.7K followers, 74.2K engagements


"I'm not gonna say $RMS Hermes deserves to trade at a 2% FCF yield but it surely is best of bread in Luxuary. Impressive growth in this environment with competitors declining left and right. I'm not into luxury but if I was I'd study Hermes carefully"  
[X Link](https://x.com/stonkmetal/status/1849340088313917500)  2024-10-24T06:40Z 24.7K followers, [----] engagements


"Portfolio update. I sold Atkore $AKTR and started to build two starter positions in Arcure and Eckert & Ziegler. For more details and a quick pitch on the new companies check my blog and get 30% off until tomorrow"  
[X Link](https://x.com/anyuser/status/1863141558880477515)  2024-12-01T08:42Z 24.7K followers, 11.4K engagements


"While $ASML is one of my top positions this argument is fundamentally flawed. The majority of chips does not need cutting edge 3nm. EUV will grow but not replace DUV for many applications. The cost of EUV also makes it inaccessible for most fabs outside of the big players. $ASML still has a massive market opportunity. Only 12% of the machines it sold last year were EUVL machines. Most chips are still manufactured on DUV machines a generation older technology. Imagine what will happen when most chips are manufactured by using EUVL https://t.co/64P4HVWax9 $ASML still has a massive market"  
[X Link](https://x.com/anyuser/status/1871497714598649935)  2024-12-24T10:06Z 24.7K followers, 21.7K engagements


"In [----] I started to use IRR models instead of inverse DCF models for the majority of my valuation. My subscribers like this approach and wanted me to share the template. Yesterday I shared it on my blog to paid subs"  
[X Link](https://x.com/anyuser/status/1872677056548651016)  2024-12-27T16:12Z 24.7K followers, 29.8K engagements


"Portfolio update Sold Amazon $AMZN Trimmed Lifco $LIFCO Bought Nu Holdings $NU Added to EVS Broadcast $EVS Carlisle $CSL Danaher $DHR Robertet More details on the stack"  
[X Link](https://x.com/anyuser/status/1895824674980053303)  2025-03-01T13:13Z 24.7K followers, 14.7K engagements


"@ThierryBorgeat Immerhin hat er [--] der letzten [--] Rezessionen korrekt vorausgesagt"  
[X Link](https://x.com/stonkmetal/status/1925127700416548954)  2025-05-21T09:53Z 24.7K followers, [----] engagements


"Portfolio update Added to Danaher and Edenred. Nothing else"  
[X Link](https://x.com/anyuser/status/1929171807346536687)  2025-06-01T13:42Z 24.7K followers, 30.4K engagements


"Seems pretty justified that $RACE is down big on this [----] guidance. Maybe a 40PE is steep if you expect to CAGR revenue at 5% with hardly any margin expansion.I'm not well versed in either luxury nor cars however"  
[X Link](https://x.com/anyuser/status/1976259476442255590)  2025-10-09T12:12Z 24.7K followers, 19.9K engagements


"Payments are a really dangerous space to be invested in. $FI collapsing 40% today I still remember $ADYEN collapsing 50% in [----]. Will Fiserv manage a recovery like Adyen had I don't know. I'm not invested"  
[X Link](https://x.com/anyuser/status/1983519145577893974)  2025-10-29T12:59Z 24.7K followers, [----] engagements


"Wow $FOUR with 61% Y/Y growth"  
[X Link](https://x.com/anyuser/status/1986405572057371089)  2025-11-06T12:09Z 24.7K followers, 28K engagements


"$CSU.TO bear market cancelled"  
[X Link](https://x.com/anyuser/status/1986921146944471287)  2025-11-07T22:18Z 24.7K followers, 38.1K engagements


"France is my #1 region with 35%. Edenred Planisware Robertet and Sartorius Stedim all have strong future prospects and are trading at cheap prices. All are growing and cheap (Sartorius obviously hit by bioprocessing downturn but it's turning) I thought the British stock market was cheap and filled with bargains. But it's nothing compared to France. France is *ridiculously* cheap. Here are [--] of the cheapest stocks I could find names that are trading way below comparable names in different countries: I thought the British stock market was cheap and filled with bargains. But it's nothing"  
[X Link](https://x.com/anyuser/status/1952835679899066720)  2025-08-05T20:54Z 24.7K followers, 28.6K engagements

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