# ![@yesandnotyes Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::19157233.png) @yesandnotyes Doug Ott

Doug Ott posts on X about $aph, amphenol, $tdg, $cprt the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::19157233/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::19157233/c:line/m:interactions.svg)

- [--] Week [-----] +30%
- [--] Month [------] +517%
- [--] Months [-------] -29%
- [--] Year [-------] +16%

### Mentions: [--] [#](/creator/twitter::19157233/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::19157233/c:line/m:posts_active.svg)

- [--] Month [--] +40%
- [--] Months [---] -26%
- [--] Year [---] +22%

### Followers: [-----] [#](/creator/twitter::19157233/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::19157233/c:line/m:followers.svg)

- [--] Week [-----] +0.36%
- [--] Month [-----] +0.66%
- [--] Months [-----] +3.10%
- [--] Year [-----] +8.80%

### CreatorRank: [---------] [#](/creator/twitter::19157233/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::19157233/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  64.55% [finance](/list/finance)  14.55% [cryptocurrencies](/list/cryptocurrencies)  9.09% [technology brands](/list/technology-brands)  1.82% [agencies](/list/agencies)  0.91% [celebrities](/list/celebrities)  0.91% [exchanges](/list/exchanges)  0.91% [currencies](/list/currencies)  0.91% [countries](/list/countries)  0.91%

**Social topic influence**
[$aph](/topic/$aph) 8.18%, [amphenol](/topic/amphenol) 7.27%, [$tdg](/topic/$tdg) 2.73%, [$cprt](/topic/$cprt) 2.73%, [$csgp](/topic/$csgp) 2.73%, [$dhr](/topic/$dhr) 2.73%, [$bfb](/topic/$bfb) 1.82%, [$pool](/topic/$pool) 1.82%, [stocks](/topic/stocks) 1.82%, [$pm](/topic/$pm) 1.82%

**Top accounts mentioned or mentioned by**
[@pfdshares](/creator/undefined) [@devinlasarre](/creator/undefined) [@maxfieldonbanks](/creator/undefined) [@gadawgck](/creator/undefined) [@highyieldharry](/creator/undefined) [@lhamtil](/creator/undefined) [@toddwenning](/creator/undefined) [@inpractise](/creator/undefined) [@manualofideas](/creator/undefined) [@fortunemagazine](/creator/undefined) [@shortsightedcap](/creator/undefined) [@fattailcapital](/creator/undefined) [@bluegrasscap](/creator/undefined) [@bryangreenbaum](/creator/undefined) [@onebeggar](/creator/undefined) [@stocksoddball](/creator/undefined) [@bonhoeffer_kds](/creator/undefined) [@ransomleak](/creator/undefined) [@sal13836](/creator/undefined)

**Top assets mentioned**
[Amphenol Corporation (APH)](/topic/$aph) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Copart, Inc. (CPRT)](/topic/$cprt) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Danaher Corporation (DHR)](/topic/$dhr) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [PoolTogether (POOL)](/topic/$pool) [Philip Morris International Inc. (PM)](/topic/$pm) [Altria Group Inc (MO)](/topic/$mo) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Rollins, Inc. (ROL)](/topic/$rol) [Reynolds Consumer Products Inc. (REYN)](/topic/$reyn) [IBM (IBM)](/topic/ibm) [Honeywell International Inc (HON)](/topic/honeywell) [Motorola Solutions Inc (MSI)](/topic/$msi) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [HORIZON KINETICS HOLDING (HKHC)](/topic/horizon-kinetics) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [UnitedHealth Group (UNH)](/topic/$unh) [CarMax, Inc (KMX)](/topic/$kmx) [Aon PLC (AON)](/topic/$aon) [British American Tobacco (BTI)](/topic/$bti) [General Dynamics Corporation (GD)](/topic/$gd) [Gartner Inc (IT)](/topic/$it) [Wat (WAT)](/topic/$wat) [AME Chain (AME)](/topic/$ame) [Dave Inc. (DAVE)](/topic/$dave) [Orochi Network (ON)](/topic/$on) [Assured Guaranty, LTD (AGO)](/topic/$ago) [Olin Corp. (OLN)](/topic/$oln) [TJX Companies, Inc. (TJX)](/topic/$tjx) [Cheeseball (CB)](/topic/$cb) [Liberty Broadband Corporation Class C (LBRDK)](/topic/$lbrdk) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [McCormick & Company, Incorporated (MKC)](/topic/$mkc) [Kraft Heinz Co (KHC)](/topic/$khc) [SBA Communications Corporation (SBAC)](/topic/$sbac)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Flat For Four Years: Hangover Stocks IDEXX Laboratories $IDXX Brown-Forman $BF.B and Pool Corporation $POOL"  
[X Link](https://x.com/anyuser/status/1865746835450867826)  2024-12-08T13:14Z [----] followers, 17.1K engagements


"TransDigm: The Early Years Hopefully my ramblings are somewhat unique given how heavily this company has been covered by others. Plus some fun ads from the 1950s of various companies now owned by $TDG"  
[X Link](https://x.com/anyuser/status/1933903701384614000)  2025-06-14T15:05Z [----] followers, [----] engagements


"This is the summary for a report from the Leo Burnett ad agency to Phillip Morris in March [----]. I highlight the fact that 76% of PM's growth in the 1980s was due to line extensions. $PM $MO"  
[X Link](https://x.com/yesandnotyes/status/2001467159042757080)  2025-12-18T01:38Z [----] followers, [----] engagements


"How and why Doug Peacock and Nick Howley got the opportunity to found TransDigm in [----] Early historic financials 1988-1996 And what stands out the most to me about the company as it developed over time $TDG"  
[X Link](https://x.com/yesandnotyes/status/1934217824035033152)  2025-06-15T11:53Z [----] followers, [----] engagements


"If you're at all curious about financial history here's a free one for you. (but if you're like @MaxfieldOnBanks you've probably already read it) Federal Deposit Insurance Corporation: The First Fifty Years https://www.fdic.gov/resources/publications/first-fifty-years/book/first-fifty-years.pdf https://www.fdic.gov/resources/publications/first-fifty-years/book/first-fifty-years.pdf https://www.fdic.gov/resources/publications/first-fifty-years/book/first-fifty-years.pdf https://www.fdic.gov/resources/publications/first-fifty-years/book/first-fifty-years.pdf"  
[X Link](https://x.com/yesandnotyes/status/1999655764986564951)  2025-12-13T01:41Z [----] followers, [----] engagements


"Researching Dewar flasks led me to researching the Thermos company which then led me to learning that Dewar flasks are used to insulate the electronic components inwireline loggingtools in the oil and gas industry which then led me to learn that the vaunted Schlumberger brothers invented electric well logging. "Conrad and Marcel Schlumberger who founded Schlumberger Limited in [----] are considered the inventors of electric well logging.""  
[X Link](https://x.com/yesandnotyes/status/2011250118427652243)  2026-01-14T01:32Z [----] followers, [---] engagements


"A long post about why I remain skeptical about artificial intelligence. You'll find lots of sources and interviews about multiple different sub-topics: Will AI replace software The scary security risks that come with AI Workslop and productivity Is there a bubble Does AI have game https://open.substack.com/pub/andvari/p/an-ai-skeptics-primerutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/andvari/p/an-ai-skeptics-primerutm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/yesandnotyes/status/2020128309011447895)  2026-02-07T13:31Z [----] followers, [----] engagements


"The Inflation Beneficiaries ETF by Horizon Kinetics. Worth thinking about this particular portfolio construction. Feels like it can produce good returns in almost any environment. And it mostly consists of royalty firms and exchange businesses. I'm slightly offended they don't have $CPRT in their portfoliowhich I consider to be an exchange-like businessbut such is life. I also question why they don't own businesses with asset-based moats that benefit from NIMBY-ism like $WCN $AMT or $SBAC and also why they don't own mandatory service-based businesses with low prices relative to the high value"  
[X Link](https://x.com/yesandnotyes/status/2013088078240334274)  2026-01-19T03:16Z [----] followers, 30.8K engagements


"I love both $ORLY and $ROL Both share many high quality traits. Relatively recession resistant consolidators of highly fragmented industries both provide relatively non-discretionary services/products. For Rollins and pest services in general the market is very underpenetrated. Their best estimate is only 15%-20% of homeowners use a pest control service New Post: I list what I think are the traits of an ideal industry (eg pricing power recurring revenue economically agnostic) and offer a case study of such an industry. Enjoy https://t.co/ABPRxbcEse New Post: I list what I think are the traits"  
[X Link](https://x.com/yesandnotyes/status/2019992899727806471)  2026-02-07T04:33Z [----] followers, [----] engagements


"$TYL and $ROL reported results after the close today. They have their Q'ly calls tomorrow morning. Hopefully I can sneak in a few Qs for Tyler. Unfortunately IR at most companies only allow Qs from sell-side. I've also been working on an update to my write-up on Tyler from August [----]. Stay tuned for that as well. https://twitter.com/i/web/status/2021702875974652057 https://twitter.com/i/web/status/2021702875974652057"  
[X Link](https://x.com/yesandnotyes/status/2021702875974652057)  2026-02-11T21:48Z [----] followers, [----] engagements


"lol I think I just guaranteed $POOL is going to keep falling🥹"  
[X Link](https://x.com/yesandnotyes/status/1917036415512170933)  2025-04-29T02:01Z [----] followers, [---] engagements


"best risk-adjusted returns over the last few years buying puts the day before $CSGP results"  
[X Link](https://x.com/yesandnotyes/status/1917681078342496324)  2025-04-30T20:42Z [----] followers, [----] engagements


"Sometimes you gotta give a little bit up to get more of what you want $bah"  
[X Link](https://x.com/yesandnotyes/status/1918462246969016782)  2025-05-03T00:26Z [----] followers, [---] engagements


"VIC writeup on $UNH from 12/30/2006 https://www.valueinvestorsclub.com/idea/UnitedHealth_Group/4016278495 https://www.valueinvestorsclub.com/idea/UnitedHealth_Group/4016278495"  
[X Link](https://x.com/yesandnotyes/status/1919581498618855471)  2025-05-06T02:34Z [----] followers, [----] engagements


"I've been sick for a while please forgive me for not posting last weekend Tomorrow you get to read my updated thoughts on CoStar so you don't have to sneak it in on Mother's Day $CSGP"  
[X Link](https://x.com/yesandnotyes/status/1920997959648317556)  2025-05-10T00:22Z [----] followers, [----] engagements


"Some thoughts on $CSGP and more details on D.E. Shaw and Third Point's involvement"  
[X Link](https://x.com/yesandnotyes/status/1921232908288659930)  2025-05-10T15:56Z [----] followers, [----] engagements


"Tomorrow you can view my thoughts on Copart's growing cash pile $CPRT"  
[X Link](https://x.com/yesandnotyes/status/1926437927413858588)  2025-05-25T00:39Z [----] followers, [----] engagements


"The dominant auto salvage company sells over [--] million vehicles per year and has buyers in over [---] countries. Cash continues to build as it is unable to deploy all of its cash flows in projects that meet its strict hurdle rate. Read on for more. $CPRT"  
[X Link](https://x.com/anyuser/status/1926609039724519591)  2025-05-25T11:59Z [----] followers, 24.6K engagements


"Is iced coffee a fad or a trend Should Nespresso move fast or go slow to learn and tweak its marketing"  
[X Link](https://x.com/yesandnotyes/status/1927345978668990837)  2025-05-27T12:47Z [----] followers, [---] engagements


"Doesn't sound like a fad in the U.S. When spokesman George Clooney was first showed with a cup of iced Nespresso coffee it was almost unnoticed"  
[X Link](https://x.com/yesandnotyes/status/1927346661040271383)  2025-05-27T12:50Z [----] followers, [---] engagements


"Moving slowly in part because "the European mind can't comprehend" a Big Gulp"  
[X Link](https://x.com/yesandnotyes/status/1927347164390289461)  2025-05-27T12:52Z [----] followers, [---] engagements


"I think the takeaway is that Nespresso--a 40-year old brand--methodically tracked a new potential market and demographic tweaked marketing appropriately and is now benefiting from excellent growth in the U.S"  
[X Link](https://x.com/yesandnotyes/status/1927348181211222401)  2025-05-27T12:56Z [----] followers, [---] engagements


"I had not realized $KMX had become such a share cannibal. But share price unchanged over last ten years 😢"  
[X Link](https://x.com/yesandnotyes/status/1929253793637564847)  2025-06-01T19:08Z [----] followers, [----] engagements


"Comments from November [----] with some color on Waters' share in GLP1 testing Going forward one might think this company is in a good position for any future blockbuster large molecules"  
[X Link](https://x.com/yesandnotyes/status/1930454463497527529)  2025-06-05T02:39Z [----] followers, [---] engagements


"another leg down for Brown-Forman $BF.B"  
[X Link](https://x.com/yesandnotyes/status/1930625439791239331)  2025-06-05T13:59Z [----] followers, [---] engagements


"@gadawgck my only guess is something $AON said something this morning"  
[X Link](https://x.com/yesandnotyes/status/1932128126542184707)  2025-06-09T17:30Z [----] followers, [---] engagements


"Excellent write-up of the lessons from the bankruptcy and restructuring of Hearthside Food Solutions by @HighyieldHarry https://highyieldharry.beehiiv.com/p/hearthside-an-lbo-to-restructuring-case-study https://highyieldharry.beehiiv.com/p/hearthside-an-lbo-to-restructuring-case-study"  
[X Link](https://x.com/yesandnotyes/status/1932467693182923020)  2025-06-10T15:59Z [----] followers, [---] engagements


"New [----] Listings on the NYSE You might recognize a few"  
[X Link](https://x.com/yesandnotyes/status/1932536312990441474)  2025-06-10T20:32Z [----] followers, [---] engagements


"Plexiglas by Rohm & Haas ad in December [--] [----] issue of Aviation Week"  
[X Link](https://x.com/yesandnotyes/status/1932613618559746100)  2025-06-11T01:39Z [----] followers, [---] engagements


"In hindsight the level of foreshadowing in this ad is off the charts. It just took until [----] for $TDG to get going"  
[X Link](https://x.com/yesandnotyes/status/1932618804871176602)  2025-06-11T02:00Z [----] followers, [---] engagements


"Can you guess what I'm writing about right now"  
[X Link](https://x.com/yesandnotyes/status/1933626482963706240)  2025-06-13T20:44Z [----] followers, [---] engagements


"https://open.substack.com/pub/andvari/p/transdigm-the-early-yearsr=2t2o4&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/andvari/p/transdigm-the-early-yearsr=2t2o4&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/yesandnotyes/status/1934217923976946168)  2025-06-15T11:54Z [----] followers, [---] engagements


"https://open.substack.com/pub/andvari/p/transdigm-the-early-yearsr=2t2o4&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/andvari/p/transdigm-the-early-yearsr=2t2o4&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/yesandnotyes/status/1934217996265775304)  2025-06-15T11:54Z [----] followers, [---] engagements


"back in [----] the EU Commission fined Otis KONE Schindler and ThyssenKrupp for over [---] EUR million at that time the fines were the largest ever imposed for cartel violations https://ec.europa.eu/commission/presscorner/api/files/document/print/en/ip_07_209/IP_07_209_EN.pdf https://ec.europa.eu/commission/presscorner/api/files/document/print/en/ip_07_209/IP_07_209_EN.pdf"  
[X Link](https://x.com/yesandnotyes/status/1935383744082284581)  2025-06-18T17:06Z [----] followers, [---] engagements


"$MO $PM $BTI POV: Dudes that work in sales. https://t.co/lfT1AbZJs0 POV: Dudes that work in sales. https://t.co/lfT1AbZJs0"  
[X Link](https://x.com/yesandnotyes/status/1937357065640640641)  2025-06-24T03:48Z [----] followers, [----] engagements


"@DevinLaSarre wrote about Reynolds a few weeks ago. Here's an ad from January [----] in the NYT https://invariant.substack.com/p/foiled https://invariant.substack.com/p/foiled"  
[X Link](https://x.com/yesandnotyes/status/1939428526366580967)  2025-06-29T20:59Z [----] followers, [----] engagements


""The Crackle that Grew to a Roar" [----] ad for Reynolds Aluminum"  
[X Link](https://x.com/yesandnotyes/status/1940025769192804445)  2025-07-01T12:32Z [----] followers, [---] engagements


"The top defense contractor in FY [----] was $GD @Pfdshares did an episode on businessman and investor Henry Crown who amassed a large stake in $GD and was instrumental in turning around the company after some troubling times in the early 1960s I attribute Crown as the primary reason why $GD still exists today as an independent company. https://www.preferredsharespodcast.com/p/henry-crown-and-material-service https://www.preferredsharespodcast.com/p/henry-crown-and-material-service"  
[X Link](https://x.com/yesandnotyes/status/1940221644691153405)  2025-07-02T01:31Z [----] followers, [---] engagements


"I've got a lot of projects in the backlog. One is on Gideon Gartner the founder of Gartner $IT He got an engineering degree and an MBA from MIT. He eventually wound up at IBM and moved up the ranks. Then he went to Wall Street. EF Hutton hired him to cover IBM and the industry then he went to Oppenheimer. While at Oppenheimer "in the late 1970s Gartner realized that his investor insights would be valuable to computer manufacturers and end users too.""  
[X Link](https://x.com/yesandnotyes/status/1941625956684226926)  2025-07-05T22:31Z [----] followers, [----] engagements


"Avg. computer purchase price and IBM processor memory capacity per dollar of rental"  
[X Link](https://x.com/yesandnotyes/status/1941655027518488679)  2025-07-06T00:26Z [----] followers, [---] engagements


"Another awesome history with an incredible founder $APH @lhamtil @yesandnotyes and @DevinLaSarre provide the beginning of the untold story of Amphenol $APH They cover the founder Arthur J. Schmitt and the journey of the company from its beginning in [----] through WWII through multiple acquisitions and several times being acquired https://t.co/e7KI23BKuV @lhamtil @yesandnotyes and @DevinLaSarre provide the beginning of the untold story of Amphenol $APH They cover the founder Arthur J. Schmitt and the journey of the company from its beginning in [----] through WWII through multiple acquisitions"  
[X Link](https://x.com/yesandnotyes/status/1943631904776790454)  2025-07-11T11:22Z [----] followers, [----] engagements


"I've posted on Waters in the past. but this transaction I dunno $WAT https://cdn.prod.website-files.com/6874583d91a3d65e29184897/6874d0475890e0aae25d2248_Waters%20%2B%20BD%20Biosciences%20%26%20Diagnostic%20Solutions%20-%20Press%20Release.pdf https://cdn.prod.website-files.com/6874583d91a3d65e29184897/6874d0475890e0aae25d2248_Waters%20%2B%20BD%20Biosciences%20%26%20Diagnostic%20Solutions%20-%20Press%20Release.pdf"  
[X Link](https://x.com/yesandnotyes/status/1944754688261304604)  2025-07-14T13:43Z [----] followers, [----] engagements


"I'm readying the first part of my own history of Amphenol $APH for tomorrow. Building off the recent @Pfdshares episode I've got lots more details and anecdotes"  
[X Link](https://x.com/yesandnotyes/status/1946649872817381400)  2025-07-19T19:14Z [----] followers, [----] engagements


"The @Pfdshares episode can be found right here: https://www.preferredsharespodcast.com/p/the-untold-story-of-amphenol-part https://www.preferredsharespodcast.com/p/the-untold-story-of-amphenol-part"  
[X Link](https://x.com/yesandnotyes/status/1946650061988905307)  2025-07-19T19:15Z [----] followers, [---] engagements


"Jeno Paulucci: "I think there's too much of the old gray flannel ethic the [--] day week a lot of security. That's why I hate New York. The work we get out of New York is half what we get out of the same people in the Midwest.""  
[X Link](https://x.com/yesandnotyes/status/1946752855731282356)  2025-07-20T02:03Z [----] followers, [---] engagements


"The story of Amphenol $APH from its founding up until is merger with George W. Borg Corporation in [----]. https://bit.ly/46ebuZA https://bit.ly/46ebuZA"  
[X Link](https://x.com/yesandnotyes/status/1946959928175829383)  2025-07-20T15:46Z [----] followers, [----] engagements


"I enjoyed this anecdote about how the company dealt with the post-WWII transition to peacetime. It temporarily got into the toy business and one of its most popular items was a child's potty"  
[X Link](https://x.com/yesandnotyes/status/1946960507186868693)  2025-07-20T15:48Z [----] followers, [---] engagements


"That time in [----] when Conagra wanted to buy Lehman Brothers"  
[X Link](https://x.com/yesandnotyes/status/1946990620712554961)  2025-07-20T17:48Z [----] followers, [----] engagements


"We had a blast chatting with Morningstar's Will Kerwin about Amphenol $APH Coming out tomorrow is Part II of our series on Amphenol $APH We interview Will Kerwin senior equity analyst at Morningstar about the company. https://t.co/NhjaCwMF4w Coming out tomorrow is Part II of our series on Amphenol $APH We interview Will Kerwin senior equity analyst at Morningstar about the company. https://t.co/NhjaCwMF4w"  
[X Link](https://x.com/yesandnotyes/status/1947103624020033848)  2025-07-21T01:17Z [----] followers, [----] engagements


"We've been on a phenolics kick as of late. Formica is another interesting story. Formica laminate was invented in [----] by Daniel J. O'Conor and Herbert A. Faber while they were working at Westinghouse in Pittsburgh "The mineral mica was commonly used at that time for electrical insulation. Because the new product acted as a substitute "for mica" Faber used the name Formica as a trademark." O'Conor and Faber then left Westinghouse to start a company to make Formica products. Their first plant was in Cincinnati (cc: @ToddWenning)"  
[X Link](https://x.com/yesandnotyes/status/1947306173721387058)  2025-07-21T14:42Z [----] followers, [---] engagements


"This is the quote that prefaces Gillette's internal company magazine The Gillette Blade"  
[X Link](https://x.com/yesandnotyes/status/1947335255360221438)  2025-07-21T16:37Z [----] followers, [---] engagements


"@Pfdshares has profiled many businesses that have benefited from government contracts during war time. It grew the business and the brand power. Sometimes government contracts simply enabled survival (see Howard Johnson's) Gillette another example of a business benefiting from a government contract during war time"  
[X Link](https://x.com/yesandnotyes/status/1947338612695089637)  2025-07-21T16:51Z [----] followers, [---] engagements


"Lehman survived the Civil War but couldn't survive the civil war between Peterson and Glucksman. Shearson/American Express acquired Lehman Brothers Kuhn Loeb in [----]. "What will kill this country in the end is shortness of memory. A consensus of memory is important." There are more than a few lessons in here"  
[X Link](https://x.com/yesandnotyes/status/1947352236746514879)  2025-07-21T17:45Z [----] followers, [---] engagements


"Gary Cantrell (aka "Lazarus Lake") relaxing in [----] right before sending out a bunch of other humans to suffer through the most brutal race on earth"  
[X Link](https://x.com/yesandnotyes/status/1947432123012682225)  2025-07-21T23:02Z [----] followers, [----] engagements


"NASA back in [----] with the biggest room in the world with the tallest window in the world (400 ft). Launch Complex [--] on Merritt Island"  
[X Link](https://x.com/yesandnotyes/status/1947458172702109946)  2025-07-22T00:46Z [----] followers, [---] engagements


"Is this the optimal CEO"  
[X Link](https://x.com/yesandnotyes/status/1947475563616071914)  2025-07-22T01:55Z [----] followers, [---] engagements


"via recent @_inpractise interview questions about $AME CEO Dave Zapico -likely on the spectrum -no kids no partner married to the job Optimal CEO"  
[X Link](https://x.com/yesandnotyes/status/1947476492620832941)  2025-07-22T01:59Z [----] followers, [---] engagements


"September [--] [----] Raytheon ad"  
[X Link](https://x.com/yesandnotyes/status/1950576262503596213)  2025-07-30T15:16Z [----] followers, [---] engagements


"Putting finishing touches on part [--] of my history of Amphenol (1958-1968) $APH Photo below is from the [----] Amphenol-Borg Annual Report: Amphenol-Western Connector Division makes these cable harness assembliesthe electrical nervous systemthat carry both power and intelligence throughout the Minuteman missile"  
[X Link](https://x.com/yesandnotyes/status/1951099990568304870)  2025-08-01T01:57Z [----] followers, [----] engagements


"You can read the first part here: https://bit.ly/46ebuZA https://bit.ly/46ebuZA"  
[X Link](https://x.com/yesandnotyes/status/1951100481171767341)  2025-08-01T01:59Z [----] followers, [---] engagements


""There was a magnetism about the man" Undated photo of Arthur J. Schmitt founder of Amphenol $APH"  
[X Link](https://x.com/yesandnotyes/status/1951397549753217313)  2025-08-01T21:40Z [----] followers, [---] engagements


"Part two of my series on $APH is coming this Sunday morning"  
[X Link](https://x.com/yesandnotyes/status/1951400089282298112)  2025-08-01T21:50Z [----] followers, [---] engagements


"Nicely done The top is in for meme stocks. At a used book store I found the [----] edition of Security Analysis for $6 and the Intelligent Investor if the free books pile. https://t.co/bYDDvtxN38 The top is in for meme stocks. At a used book store I found the [----] edition of Security Analysis for $6 and the Intelligent Investor if the free books pile. https://t.co/bYDDvtxN38"  
[X Link](https://x.com/yesandnotyes/status/1951416755718410330)  2025-08-01T22:56Z [----] followers, [----] engagements


"Arthur J. Schmitt founder of Amphenol undated photo (probably 1940s) relaxing Also see my history of Amphenol $APH https://bit.ly/46ebuZA https://bit.ly/46ebuZA"  
[X Link](https://x.com/yesandnotyes/status/1951734125494452596)  2025-08-02T19:57Z [----] followers, [---] engagements


""The Story of Amphenol: 1958-1971" $APH"  
[X Link](https://x.com/yesandnotyes/status/1952010475442782265)  2025-08-03T14:15Z [----] followers, [----] engagements


"Henry Dreyfuss designed the round Honeywell T-86 thermostat introduced in 1953"  
[X Link](https://x.com/yesandnotyes/status/1952899899063665035)  2025-08-06T01:09Z [----] followers, [---] engagements


"Back in the late 1930s apparently the manufacturing standards at Honeywell were too precise and the clocks for its Chronotherm product would not run because the gears had been measured too closely"  
[X Link](https://x.com/yesandnotyes/status/1952904004184490237)  2025-08-06T01:26Z [----] followers, [---] engagements


"Ahhh that's better. L to R on top: Marlboro $ORLY [----] Douglas Aircraft [----] Gillette [----] Allied Signal [--] yr Glenmorangie. Everything below are Moody's manuals"  
[X Link](https://x.com/yesandnotyes/status/1955402164295143600)  2025-08-12T22:53Z [----] followers, [---] engagements


"Fairchild Industries designed and made the A-10"  
[X Link](https://x.com/yesandnotyes/status/1956793815680868642)  2025-08-16T19:02Z [----] followers, [----] engagements


"Survivability was designed into the plane. "The basic philosophy has been to take hits from all calibres up to 23mm and in many places to 57mm. The pilot sits inside a forward fuselage made of thick titanium armour and from the start it was planned that flight should be possible with an engine tail or other major assembly or system shot away.""  
[X Link](https://x.com/yesandnotyes/status/1956794574330028160)  2025-08-16T19:05Z [----] followers, [---] engagements


"Looooook at the amount of those rounds. "Munitions specialists from the 23rd Tactical Fighter Wing England Air Force Base La. load 30mm rounds of ammunition into an A-10A Thunderbolt II attack aircraft for its GAU-8/A Avenger cannon prior to a sortie in support of Operation Desert Storm.""  
[X Link](https://x.com/yesandnotyes/status/1956875127028580542)  2025-08-17T00:26Z [----] followers, [---] engagements


"Fairly soon I'm going to have enough material to do a series on Raytheon"  
[X Link](https://x.com/yesandnotyes/status/1958625434314449017)  2025-08-21T20:21Z [----] followers, [---] engagements


"If you're doing historical research on semiconductor companies just found a nice resource via http://www.bitsavers.org/components/dataquest/Dataquest_A_Decade_of_Semiconductor_Companies_1988.pdf http://bitsavers.org http://www.bitsavers.org/components/dataquest/Dataquest_A_Decade_of_Semiconductor_Companies_1988.pdf http://bitsavers.org"  
[X Link](https://x.com/yesandnotyes/status/1960415220175679857)  2025-08-26T18:53Z [----] followers, [---] engagements


"for example Cypress Semiconductor"  
[X Link](https://x.com/yesandnotyes/status/1960415454410756327)  2025-08-26T18:54Z [----] followers, [---] engagements


"50 years ago today. "The Senate Banking Committee voted today to allow savings and loan associations the right to offer checking accounts and credit card as part of a bill to reform the United States financial structure.""  
[X Link](https://x.com/yesandnotyes/status/1972995843931410647)  2025-09-30T12:04Z [----] followers, [---] engagements


"$MBI $AGO: Looking for a Hedge Against Rising Interest Rates Take a Look at the Bond Insurers http://t.co/NjzBs65LPh http://www.btigresearch.com/2013/06/20/mbia-assured-guaranty-looking-for-a-hedge-against-rising-interest-rates-take-a-look-at-the-bond-insurers/ http://www.btigresearch.com/2013/06/20/mbia-assured-guaranty-looking-for-a-hedge-against-rising-interest-rates-take-a-look-at-the-bond-insurers/"  
[X Link](https://x.com/yesandnotyes/status/347785166833475584)  2013-06-20T18:36Z [----] followers, [--] engagements


"Why does commodity chemical co. $OLN Olin Corp own an ammunition manufacturer Seems like an obvious activist target but BoD is classified"  
[X Link](https://x.com/yesandnotyes/status/395555142793048064)  2013-10-30T14:17Z [----] followers, [--] engagements


"Go read my TransDigm $TDG write-up @manualofideas  http://t.co/gI5TDQ0haI http://bit.ly/1auRm2l http://bit.ly/1auRm2l"  
[X Link](https://x.com/yesandnotyes/status/403312702740635649)  2013-11-21T00:03Z [----] followers, [--] engagements


"$TDG set to acquire Airborne Systems and the market shows no lovemaybe because Airborne sells to the military http://t.co/700FhCcp0Y http://goo.gl/wqEgBL http://goo.gl/wqEgBL"  
[X Link](https://x.com/yesandnotyes/status/407557752924299264)  2013-12-02T17:11Z [----] followers, [--] engagements


"My thoughts on the proposed $LMCA / $SIRI transaction http://t.co/rGtHcxJbsQ http://goo.gl/Ov1gMt http://goo.gl/Ov1gMt"  
[X Link](https://x.com/yesandnotyes/status/420956785340461056)  2014-01-08T16:34Z [----] followers, [--] engagements


"Gotta love how co's double talk. $MSI now selling enterprise unit to Zebra when before they were +ive on turnaround http://t.co/gGP3ZZs6N4 http://goo.gl/x3vFlF http://goo.gl/x3vFlF"  
[X Link](https://x.com/yesandnotyes/status/455903682903547905)  2014-04-15T03:01Z [----] followers, [--] engagements


"Awesome article on TJ Maxx $TJX via @FortuneMagazine http://t.co/kuulDORhAD http://for.tn/1A78reO http://for.tn/1A78reO"  
[X Link](https://x.com/yesandnotyes/status/492321291907526656)  2014-07-24T14:51Z [----] followers, [--] engagements


"Harbor Point was spun from $CB in '05 merged w/ Max Cap in '10 to form Alterra which $MKL acq'd in '13 http://t.co/LKDfesBI9D"  
[X Link](https://x.com/yesandnotyes/status/499348259090231296)  2014-08-13T00:14Z [----] followers, [--] engagements


"If this guy is correct $DE is seriously misunderstood "Short $DE Says BluePac's Chris Sommers" http://t.co/NMKRh6aUlb http://youtu.be/UWOntQBLEZI http://youtu.be/UWOntQBLEZI"  
[X Link](https://x.com/yesandnotyes/status/522829710326120449)  2014-10-16T19:21Z [----] followers, [--] engagements


"Rales buys $23 million worth of $CFX shares http://t.co/sIDiNvGURY http://bit.ly/1yt6sNG http://bit.ly/1yt6sNG"  
[X Link](https://x.com/yesandnotyes/status/566026235437154304)  2015-02-13T00:09Z [----] followers, [--] engagements


"$MSI taking $1.9bn pension settlement loss liabilities & future cash contrib's = more attractive to a buyer http://t.co/9B3SNnE289"  
[X Link](https://x.com/yesandnotyes/status/567734693198852096)  2015-02-17T17:17Z [----] followers, [--] engagements


"$TDG acquires Telair Cargo for $725mn http://t.co/2xW94VzTBd http://bit.ly/1w2fEc2 http://bit.ly/1w2fEc2"  
[X Link](https://x.com/yesandnotyes/status/569857224371097601)  2015-02-23T13:52Z [----] followers, [--] engagements


"sometimes wonder why I bother with $LMCA calls. really better to listen to $SIRI and $LYV"  
[X Link](https://x.com/yesandnotyes/status/570705610049585152)  2015-02-25T22:03Z [----] followers, [--] engagements


"Good lord $SIRI Prices $1.0B of 5.375% Senior Notes http://t.co/6et05eyOWw http://prn.to/1AE7Z4g http://prn.to/1AE7Z4g"  
[X Link](https://x.com/yesandnotyes/status/572879227206311937)  2015-03-03T22:00Z [----] followers, [--] engagements


"My chart shows cost/benefit of $MKL float vs 10-yr borrowing cost; MKL often is paid to "borrow" money http://t.co/77MXezQdZr"  
[X Link](https://x.com/yesandnotyes/status/578983030200614912)  2015-03-20T18:14Z [----] followers, [--] engagements


"@ShortSightedCap @FatTailCapital @BluegrassCap I joined the $TDG at the beginning of '13 but I missed the Constellation Software club"  
[X Link](https://x.com/yesandnotyes/status/590558934483791873)  2015-04-21T16:53Z [----] followers, [--] engagements


"Liberty Broadband annual report is out Malone and Maffei explain why they like/love Charter http://t.co/9nGHxFuqct $LBRDA $LBRDK http://1.usa.gov/1EiDCXB http://1.usa.gov/1EiDCXB"  
[X Link](https://x.com/yesandnotyes/status/591299112793964544)  2015-04-23T17:54Z [----] followers, [--] engagements


"$DHR acquiring Pall and splitting into [--] separate companies http://t.co/K7aRbDc3iJ http://bit.ly/1KIObUm http://bit.ly/1KIObUm"  
[X Link](https://x.com/yesandnotyes/status/598470227173703680)  2015-05-13T12:49Z [----] followers, [--] engagements


"$WSO amazingly consistent w/ shareholder returns; what are the odds it will continue http://t.co/f3BIy7wfuu"  
[X Link](https://x.com/yesandnotyes/status/608987100923305984)  2015-06-11T13:20Z [----] followers, [--] engagements


"How Much Can Charter Save With Greater Scale Andvari Associates http://t.co/yGI20ko5Kk $CHTR $CMCSA $TWC $LBRDA http://bit.ly/1C6Vssq http://bit.ly/1C6Vssq"  
[X Link](https://x.com/yesandnotyes/status/610167612379688960)  2015-06-14T19:31Z [----] followers, [--] engagements


"Spice and herb market waaay more fragmented than I imagined. $MKC is the largest and only has 22% share http://t.co/VN4BDtpBO6"  
[X Link](https://x.com/yesandnotyes/status/614180032450183168)  2015-06-25T21:15Z [----] followers, [--] engagements


"Rankings for the E&S insurance market http://t.co/460W5T3MtL $MKL http://www.insurancejournal.com/news/national/2015/03/23/361380.htm http://www.insurancejournal.com/news/national/2015/03/23/361380.htm"  
[X Link](https://x.com/yesandnotyes/status/618528982124916736)  2015-07-07T21:16Z [----] followers, [--] engagements


"$DHR exchange offer for $NTCT shares was oversubscribed by about 20% http://t.co/yuQ6DrX56D http://bit.ly/1K4kT6p http://bit.ly/1K4kT6p"  
[X Link](https://x.com/yesandnotyes/status/620945553468325888)  2015-07-14T13:18Z [----] followers, [--] engagements


"I put out a report on $DHR at the start of the year. It's a little outdated now but still a decent summary http://t.co/9UCVZPejKD http://bit.ly/1I13F7v http://bit.ly/1I13F7v"  
[X Link](https://x.com/yesandnotyes/status/621025904014168064)  2015-07-14T18:38Z [----] followers, [--] engagements


"3G literally cutting the fat out "No More Free Cheese Sticks for Kraft Employees in Cost Crackdown" http://t.co/SMdIcczyLx $KHC http://bloom.bg/1H73NNK http://bloom.bg/1H73NNK"  
[X Link](https://x.com/yesandnotyes/status/626825182607314945)  2015-07-30T18:42Z [----] followers, [--] engagements


"Good interview w/ Ed Breen from [----]. Mentions Malone a few times. Breen saved Tyco & just became interim CEO at $DD https://youtu.be/TCus4JkwCv8 https://youtu.be/TCus4JkwCv8"  
[X Link](https://x.com/yesandnotyes/status/651160519131332609)  2015-10-05T22:22Z [----] followers, [--] engagements


"Must confess I'm also listening to $VRX callCan't imagine waking up early to do a call like thisMeanwhile $ROP reports another awesome Q"  
[X Link](https://x.com/yesandnotyes/status/658625783728992257)  2015-10-26T12:46Z [----] followers, [--] engagements


"Slidedeck for MRKT / IHS merger: http://bit.ly/1ZjvZIX http://bit.ly/1ZjvZIX"  
[X Link](https://x.com/yesandnotyes/status/711877601716015104)  2016-03-21T11:30Z [----] followers, [--] engagements


"SBA Communications beats by $1.40 beats on revenue $SBAC http://seekingalpha.com/news/3178212-sba-communications-beats-1_40-beats-revenuesource=tweet http://seekingalpha.com/news/3178212-sba-communications-beats-1_40-beats-revenuesource=tweet"  
[X Link](https://x.com/yesandnotyes/status/727239077355999234)  2016-05-02T20:51Z [----] followers, [--] engagements


"Aggh Found a literal balance sheet inside a 10-k"  
[X Link](https://x.com/yesandnotyes/status/740977696470110208)  2016-06-09T18:43Z [----] followers, [--] engagements


"Tom Rutledge talking about cord-cutters $CHTR $LBRDA $LVNTA"  
[X Link](https://x.com/yesandnotyes/status/907950059597320193)  2017-09-13T12:52Z [----] followers, [--] engagements


"$NOW ServiceNow cohorts by year and by ACV"  
[X Link](https://x.com/yesandnotyes/status/984167507966775296)  2018-04-11T20:33Z [----] followers, [--] engagements


"$ROP announces record results boosts guidance http://bit.ly/2HfL4ME http://bit.ly/2HfL4ME"  
[X Link](https://x.com/yesandnotyes/status/987277537763045376)  2018-04-20T10:31Z [----] followers, [--] engagements


"Teleflex $TFX analyst day starts at 9am today https://www.teleflex.com/usa/investor/index https://www.teleflex.com/usa/investor/index"  
[X Link](https://x.com/yesandnotyes/status/994923627610083328)  2018-05-11T12:54Z [----] followers, [--] engagements

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