[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.] #  @tomicki Lukasz Tomicki Lukasz Tomicki posts on X about $chh, core, $mar, $fisv the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::30516573/interactions)  - X Week XXXXX +16,529% - X Month XXXXX +133% - X Months XXXXXX -XX% - X Year XXXXXX +65% ### Mentions: X [#](/creator/twitter::30516573/posts_active)  - X Week XX +450% - X Month XX +1,300% - X Months XX +103% - X Year XXX +134% ### Followers: XXXXX [#](/creator/twitter::30516573/followers)  - X Week XXXXX +0.42% - X Month XXXXX +0.72% - X Months XXXXX +3.80% - X Year XXXXX +3.10% ### CreatorRank: undefined [#](/creator/twitter::30516573/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) **Social topic influence** [$chh](/topic/$chh), [core](/topic/core), [$mar](/topic/$mar), [$fisv](/topic/$fisv) #11, [$hlt](/topic/$hlt), [$ttc](/topic/$ttc), [business](/topic/business), [ttc](/topic/ttc), [hotels](/topic/hotels), [inflation](/topic/inflation) **Top accounts mentioned or mentioned by** [@biohazard3737](/creator/undefined) [@irbezek](/creator/undefined) [@orrdavid](/creator/undefined) [@hkuppy](/creator/undefined) [@paleologo](/creator/undefined) [@bonhoefferkds](/creator/undefined) [@ag76biotech](/creator/undefined) [@atelicinvest](/creator/undefined) [@patientinvestt](/creator/undefined) [@valueinvest12](/creator/undefined) [@marceloplima](/creator/undefined) [@aggresivevalue](/creator/undefined) [@odddiligence](/creator/undefined) [@joeymannarinous](/creator/undefined) [@dividendmaster](/creator/undefined) [@quantinsideriq](/creator/undefined) [@koyfincharts](/creator/undefined) [@bisoninterests](/creator/undefined) [@walterisaacson](/creator/undefined) [@secrets4stocks](/creator/undefined) **Top assets mentioned** [Choice Hotels Intnl. (CHH)](/topic/$chh) [Marriott International Inc (MAR)](/topic/$mar) [Fiserv Inc (FISV)](/topic/$fisv) [Hilton Hotels Corporation Common Stock (HLT)](/topic/$hlt) [Tongtongcoin (TTC)](/topic/$ttc) [Jack Henry & Associates, Inc. (JKHY)](/topic/$jkhy) [Charter Communications Inc (CHTR)](/topic/$chtr) ### Top Social Posts Top posts by engagements in the last XX hours "4/ The Valuation Gap 💰 $CHH currently trades at a 50-70% discount to its large-cap peers ($HLT $MAR). Given the similarity of their fee-based models this spread is unjustified. Investors are effectively buying a premium economic engine at a bargain-bin price" [X Link](https://x.com/tomicki/status/1996313050501001614) 2025-12-03T20:18Z 3070 followers, XX engagements "6/ The Risks ⚠ The thesis isn't without hazards. Two main concerns: X. Macro: A recession could disproportionately hit leisure travel demand. X. Execution: Competing against entrenched giants (like Marriott) in the upscale development space is a heavy lift" [X Link](https://x.com/tomicki/status/1996313292520685897) 2025-12-03T20:19Z 3070 followers, XXX engagements "7/ Summary $CHH offers a rare setup: ✅ Asset-light stability ✅ Upscale/Extended Stay growth pivot ✅ Aggressive share repurchases ✅ Deep relative value A compelling long for those willing to wait for the valuation gap to close" [X Link](https://x.com/tomicki/status/1996313373630398685) 2025-12-03T20:19Z 3070 followers, XXX engagements "6/ High Quality Metrics 📊 This service-first model creates high switching costs and recurring revenue dampening volatility. The result A stellar XX% Return on Invested Capital (ROIC). We are buying high-quality compounding at a discount" [X Link](https://x.com/tomicki/status/1996934278123503968) 2025-12-05T13:26Z 3071 followers, XXX engagements "7/ Summary $TTC offers a rare opportunity: X. Buy during the residential cyclical trough. X. Get the "Underground" infrastructure growth for free. X. Own a 20%+ ROIC business with a massive moat. Long Toro. 🐂" [X Link](https://x.com/tomicki/status/1996934412999495681) 2025-12-05T13:27Z 3069 followers, XXX engagements "1/ Is $CHH the most mispriced royalty engine in hospitality We view Choice Hotels as a high-margin compounder trading at a massive discount to peers. Heres the bull case for buying a "Hilton-like" economic model at a "distressed" valuation" [X Link](https://x.com/tomicki/status/1996312688482304314) 2025-12-03T20:16Z 3071 followers, XXX engagements "2/ The Core Engine 🏨 At its heart $CHH is a XX% asset-light franchise model. This structure is a thing of beauty: Generates recurring high-margin fees Minimal capital intensity Exceptional ROIC Unlike owners Choice is insulated from labor/utility inflation" [X Link](https://x.com/tomicki/status/1996312755297468742) 2025-12-03T20:17Z 3069 followers, XX engagements "3/ The Misconception 📉 The market penalizes $CHH valuing it as a low-growth economy-segment chain. This view is outdated. It ignores a massive structural pivot. Through Radisson Americas + expanding WoodSpring/Cambria $CHH has shifted its mix to higher RevPAR segments" [X Link](https://x.com/tomicki/status/1996312976626786436) 2025-12-03T20:17Z 3070 followers, XX engagements "1/ Is the market wrong about $FISV The stock just got decimated (-40% drop) and the street is panic-selling. But we see a rare asymmetric opportunity: Buying a "Jack Henry quality" banking core for pennies on the dollar + getting Clover for free. The contrarian thesis 🧵👇" [X Link](https://x.com/tomicki/status/1996611656005103949) 2025-12-04T16:04Z 3069 followers, XXX engagements "4/ The Valuation Discrepancy 🤯 Let's look at the peer group. Investors happily pay 26.5x earnings for Jack Henry ($JKHY) to access a "safe" banking core. $FISV trades at a XX% discount to that multiple. The spread is nonsensical given the similarity of the fee-based models" [X Link](https://x.com/tomicki/status/1996611781716820413) 2025-12-04T16:05Z 3069 followers, XXX engagements "3/ The Durable Core 🏛 The bearish narrative ignores the stickiness of the "Financial Solutions" segment. Think of this as the Operating System for thousands of banks & credit unions. Switching costs Astronomical. Revenue Virtually an annuity. This is the safety net investors are overlooking" [X Link](https://x.com/tomicki/status/1996611730235895832) 2025-12-04T16:05Z 3069 followers, XX engagements "7/ The Risks ⚠ The thesis has hazards: X. Overbuild: Accelerated fiber deployment could impair terminal growth. X. Leverage: At 4.2x Net Debt/EBITDA the equity is sensitive. Any sustained EBITDA deterioration would compress equity value rapidly" [X Link](https://x.com/tomicki/status/1997021865953374459) 2025-12-05T19:14Z 3070 followers, XXX engagements "8/ Summary $CHTR offers a deep value setup: ✅ "Death of Broadband" is priced in (and likely wrong) ✅ Capex cliff = FCF explosion ✅ Aggressive share cannibalization ✅ Utility-like asset at distressed multiples The risks are real but at this price they are more than paid for" [X Link](https://x.com/tomicki/status/1997021906743050521) 2025-12-05T19:15Z 3070 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.]
@tomicki Lukasz Tomicki
Lukasz Tomicki posts on X about $chh, core, $mar, $fisv the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXXXX +16,529%
- X Month XXXXX +133%
- X Months XXXXXX -XX%
- X Year XXXXXX +65%
Mentions: X #
- X Week XX +450%
- X Month XX +1,300%
- X Months XX +103%
- X Year XXX +134%
Followers: XXXXX #
- X Week XXXXX +0.42%
- X Month XXXXX +0.72%
- X Months XXXXX +3.80%
- X Year XXXXX +3.10%
CreatorRank: undefined #
Social Influence
Social category influence stocks finance
Social topic influence $chh, core, $mar, $fisv #11, $hlt, $ttc, business, ttc, hotels, inflation
Top accounts mentioned or mentioned by @biohazard3737 @irbezek @orrdavid @hkuppy @paleologo @bonhoefferkds @ag76biotech @atelicinvest @patientinvestt @valueinvest12 @marceloplima @aggresivevalue @odddiligence @joeymannarinous @dividendmaster @quantinsideriq @koyfincharts @bisoninterests @walterisaacson @secrets4stocks
Top assets mentioned Choice Hotels Intnl. (CHH) Marriott International Inc (MAR) Fiserv Inc (FISV) Hilton Hotels Corporation Common Stock (HLT) Tongtongcoin (TTC) Jack Henry & Associates, Inc. (JKHY) Charter Communications Inc (CHTR)
Top Social Posts
Top posts by engagements in the last XX hours
"4/ The Valuation Gap 💰 $CHH currently trades at a 50-70% discount to its large-cap peers ($HLT $MAR). Given the similarity of their fee-based models this spread is unjustified. Investors are effectively buying a premium economic engine at a bargain-bin price"
X Link 2025-12-03T20:18Z 3070 followers, XX engagements
"6/ The Risks ⚠ The thesis isn't without hazards. Two main concerns: X. Macro: A recession could disproportionately hit leisure travel demand. X. Execution: Competing against entrenched giants (like Marriott) in the upscale development space is a heavy lift"
X Link 2025-12-03T20:19Z 3070 followers, XXX engagements
"7/ Summary $CHH offers a rare setup: ✅ Asset-light stability ✅ Upscale/Extended Stay growth pivot ✅ Aggressive share repurchases ✅ Deep relative value A compelling long for those willing to wait for the valuation gap to close"
X Link 2025-12-03T20:19Z 3070 followers, XXX engagements
"6/ High Quality Metrics 📊 This service-first model creates high switching costs and recurring revenue dampening volatility. The result A stellar XX% Return on Invested Capital (ROIC). We are buying high-quality compounding at a discount"
X Link 2025-12-05T13:26Z 3071 followers, XXX engagements
"7/ Summary $TTC offers a rare opportunity: X. Buy during the residential cyclical trough. X. Get the "Underground" infrastructure growth for free. X. Own a 20%+ ROIC business with a massive moat. Long Toro. 🐂"
X Link 2025-12-05T13:27Z 3069 followers, XXX engagements
"1/ Is $CHH the most mispriced royalty engine in hospitality We view Choice Hotels as a high-margin compounder trading at a massive discount to peers. Heres the bull case for buying a "Hilton-like" economic model at a "distressed" valuation"
X Link 2025-12-03T20:16Z 3071 followers, XXX engagements
"2/ The Core Engine 🏨 At its heart $CHH is a XX% asset-light franchise model. This structure is a thing of beauty: Generates recurring high-margin fees Minimal capital intensity Exceptional ROIC Unlike owners Choice is insulated from labor/utility inflation"
X Link 2025-12-03T20:17Z 3069 followers, XX engagements
"3/ The Misconception 📉 The market penalizes $CHH valuing it as a low-growth economy-segment chain. This view is outdated. It ignores a massive structural pivot. Through Radisson Americas + expanding WoodSpring/Cambria $CHH has shifted its mix to higher RevPAR segments"
X Link 2025-12-03T20:17Z 3070 followers, XX engagements
"1/ Is the market wrong about $FISV The stock just got decimated (-40% drop) and the street is panic-selling. But we see a rare asymmetric opportunity: Buying a "Jack Henry quality" banking core for pennies on the dollar + getting Clover for free. The contrarian thesis 🧵👇"
X Link 2025-12-04T16:04Z 3069 followers, XXX engagements
"4/ The Valuation Discrepancy 🤯 Let's look at the peer group. Investors happily pay 26.5x earnings for Jack Henry ($JKHY) to access a "safe" banking core. $FISV trades at a XX% discount to that multiple. The spread is nonsensical given the similarity of the fee-based models"
X Link 2025-12-04T16:05Z 3069 followers, XXX engagements
"3/ The Durable Core 🏛 The bearish narrative ignores the stickiness of the "Financial Solutions" segment. Think of this as the Operating System for thousands of banks & credit unions. Switching costs Astronomical. Revenue Virtually an annuity. This is the safety net investors are overlooking"
X Link 2025-12-04T16:05Z 3069 followers, XX engagements
"7/ The Risks ⚠ The thesis has hazards: X. Overbuild: Accelerated fiber deployment could impair terminal growth. X. Leverage: At 4.2x Net Debt/EBITDA the equity is sensitive. Any sustained EBITDA deterioration would compress equity value rapidly"
X Link 2025-12-05T19:14Z 3070 followers, XXX engagements
"8/ Summary $CHTR offers a deep value setup: ✅ "Death of Broadband" is priced in (and likely wrong) ✅ Capex cliff = FCF explosion ✅ Aggressive share cannibalization ✅ Utility-like asset at distressed multiples The risks are real but at this price they are more than paid for"
X Link 2025-12-05T19:15Z 3070 followers, XXX engagements