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# ![@valiovalentino Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1972293839328329729.png) @valiovalentino Three-Legged Stool

Three-Legged Stool posts on X about $adbe, $rop, $csgp, adobe the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1972293839328329729/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1972293839328329729/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX -XX%

### Mentions: X [#](/creator/twitter::1972293839328329729/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1972293839328329729/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX -XX%

### Followers: XXX [#](/creator/twitter::1972293839328329729/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1972293839328329729/c:line/m:followers.svg)

- X Week XXX +2.90%
- X Month XXX +21%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1972293839328329729/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1972293839328329729/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$adbe](/topic/$adbe) #223, [$rop](/topic/$rop) #20, [$csgp](/topic/$csgp) #6, [adobe](/topic/adobe) #969, [ai](/topic/ai), [$lvmh](/topic/$lvmh), [$cprt](/topic/$cprt), [$abnb](/topic/$abnb), [$fico](/topic/$fico), [$dhr](/topic/$dhr)

**Top accounts mentioned or mentioned by**
[@invesquotes](/creator/undefined) [@jerrycap](/creator/undefined) [@saynototrading](/creator/undefined) [@pythiar](/creator/undefined) [@jbulltard1](/creator/undefined) [@abroninvestor](/creator/undefined) [@investseekers](/creator/undefined) [@tacticzh](/creator/undefined) [@adobefirefly](/creator/undefined) [@scuttleblurb](/creator/undefined) [@barryschwartzbw](/creator/undefined) [@ernestwongbwm](/creator/undefined) [@qualityinvest5](/creator/undefined) [@jonathanbe79687](/creator/undefined)

**Top assets mentioned**
[Adobe, Inc. (ADBE)](/topic/$adbe) [Roper Technologies Inc (ROP)](/topic/$rop) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Copart, Inc. (CPRT)](/topic/$cprt) [Airbnb Inc (ABNB)](/topic/$abnb) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Danaher Corporation (DHR)](/topic/$dhr) [AME Chain (AME)](/topic/$ame)
### Top Social Posts
Top posts by engagements in the last XX hours

"The Akre Focus Fund discussed the following companies during their November call: $LVMH $FICO $CPRT $ROP $ABNB $CSGP $DHR Here are my notes: LVMH LVMH achieved XX% growth over the XX years through 2024. Long-term returns will mirror FCF/share share and LVMH will likely grow faster than the market over the next decade (above 10%). The company is a unique investment because its growth rate can persist for a very long time. The risk of disruption is low and the compounding runway is long. Luxury brands are extremely difficult to create from scratch because they require authenticity mythology and"  
[X Link](https://x.com/valiovalentino/status/1994787204451749997)  2025-11-29T15:15Z XXX followers, XXX engagements


"Ametek $AME is a wonderful business that just keeps going"  
[X Link](https://x.com/valiovalentino/status/1996963855298105843)  2025-12-05T15:24Z XXX followers, XXX engagements


"The problem with looking too far back when comparing company numbers is that you may end up comparing two essentially different businesses. Take Wolters Kluwer for example. Twenty years ago it was a loose collection of traditional publishing houses struggling to adapt to the internet. Today it is a workflow-software provider that integrates data into complex professional processes. $WKL"  
[X Link](https://x.com/valiovalentino/status/1998044687509197105)  2025-12-08T14:59Z XXX followers, XXX engagements


"Narayen: Models are just an on-ramp to the entire marketing/creative process. XX% of content creation is still happening in tools where Adobe is the best. $ADBE"  
[X Link](https://x.com/valiovalentino/status/1998327088449786338)  2025-12-09T09:41Z XXX followers, XXX engagements


"During their recent semiannual call the Akre Focus Fund discussed the AI threat to several of its holdings: Constellation Software ($CSU) Topicus ($TOI) Roper Technologies ($ROP) and CoStar Group ($CSGP). CIO John Neff noted that the idea of companies building all their own software with AI tools is unrealistic and economically harmful for both creators and users. Here are some more details: Is AI eating software The Akre Fund disagrees with the narrative that easier software creation will disrupt traditional software companies. Software has long been available cheaply or even for free yet"  
[X Link](https://x.com/valiovalentino/status/1993952371739640250)  2025-11-27T07:57Z XXX followers, XXX engagements


"The bet on workflow integration is a strategy increasingly being adopted as defense against generative AI. $ADBE does a similar thing and it may the only strategy that works. If WKL remained a publisher that just sells access to data a smart AI chatbot would a mortal threat. Instead WKL built the pipes and machinery that professionals work inside of. AI then becomes a feature inside the machine rather than a competitor outside of it"  
[X Link](https://x.com/valiovalentino/status/1998049901813404006)  2025-12-08T15:19Z XXX followers, XXX engagements


"Adobe is casting a much wider net by offering tools for free or low cost. Strategy is working: - MAUs for freemium offerings (Firefly Express Premiere Mobile) surpassed XX million in Q4 up XX% year-over-year. $ADBE"  
[X Link](https://x.com/valiovalentino/status/1999063046074069315)  2025-12-11T10:25Z XXX 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.]

@valiovalentino Avatar @valiovalentino Three-Legged Stool

Three-Legged Stool posts on X about $adbe, $rop, $csgp, adobe the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX -XX%
  • X Month XXXXXX -XX%

Mentions: X #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XX -XX%

Followers: XXX #

Followers Line Chart

  • X Week XXX +2.90%
  • X Month XXX +21%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence stocks technology brands finance cryptocurrencies

Social topic influence $adbe #223, $rop #20, $csgp #6, adobe #969, ai, $lvmh, $cprt, $abnb, $fico, $dhr

Top accounts mentioned or mentioned by @invesquotes @jerrycap @saynototrading @pythiar @jbulltard1 @abroninvestor @investseekers @tacticzh @adobefirefly @scuttleblurb @barryschwartzbw @ernestwongbwm @qualityinvest5 @jonathanbe79687

Top assets mentioned Adobe, Inc. (ADBE) Roper Technologies Inc (ROP) CoStar Group, Inc. (CSGP) Copart, Inc. (CPRT) Airbnb Inc (ABNB) Fair Isaac, Corp. (FICO) Danaher Corporation (DHR) AME Chain (AME)

Top Social Posts

Top posts by engagements in the last XX hours

"The Akre Focus Fund discussed the following companies during their November call: $LVMH $FICO $CPRT $ROP $ABNB $CSGP $DHR Here are my notes: LVMH LVMH achieved XX% growth over the XX years through 2024. Long-term returns will mirror FCF/share share and LVMH will likely grow faster than the market over the next decade (above 10%). The company is a unique investment because its growth rate can persist for a very long time. The risk of disruption is low and the compounding runway is long. Luxury brands are extremely difficult to create from scratch because they require authenticity mythology and"
X Link 2025-11-29T15:15Z XXX followers, XXX engagements

"Ametek $AME is a wonderful business that just keeps going"
X Link 2025-12-05T15:24Z XXX followers, XXX engagements

"The problem with looking too far back when comparing company numbers is that you may end up comparing two essentially different businesses. Take Wolters Kluwer for example. Twenty years ago it was a loose collection of traditional publishing houses struggling to adapt to the internet. Today it is a workflow-software provider that integrates data into complex professional processes. $WKL"
X Link 2025-12-08T14:59Z XXX followers, XXX engagements

"Narayen: Models are just an on-ramp to the entire marketing/creative process. XX% of content creation is still happening in tools where Adobe is the best. $ADBE"
X Link 2025-12-09T09:41Z XXX followers, XXX engagements

"During their recent semiannual call the Akre Focus Fund discussed the AI threat to several of its holdings: Constellation Software ($CSU) Topicus ($TOI) Roper Technologies ($ROP) and CoStar Group ($CSGP). CIO John Neff noted that the idea of companies building all their own software with AI tools is unrealistic and economically harmful for both creators and users. Here are some more details: Is AI eating software The Akre Fund disagrees with the narrative that easier software creation will disrupt traditional software companies. Software has long been available cheaply or even for free yet"
X Link 2025-11-27T07:57Z XXX followers, XXX engagements

"The bet on workflow integration is a strategy increasingly being adopted as defense against generative AI. $ADBE does a similar thing and it may the only strategy that works. If WKL remained a publisher that just sells access to data a smart AI chatbot would a mortal threat. Instead WKL built the pipes and machinery that professionals work inside of. AI then becomes a feature inside the machine rather than a competitor outside of it"
X Link 2025-12-08T15:19Z XXX followers, XXX engagements

"Adobe is casting a much wider net by offering tools for free or low cost. Strategy is working: - MAUs for freemium offerings (Firefly Express Premiere Mobile) surpassed XX million in Q4 up XX% year-over-year. $ADBE"
X Link 2025-12-11T10:25Z XXX followers, XXX engagements

@valiovalentino
/creator/twitter::valiovalentino