# ![@zeroxpectation Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::837442232235929600.png) @zeroxpectation L

L posts on X about $csu, ai, csu, $toiv the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::837442232235929600/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::837442232235929600/c:line/m:interactions.svg)

- [--] Week [------] +112%
- [--] Month [------] +12%
- [--] Months [-------] +247%
- [--] Year [-------] +2,095%

### Mentions: [--] [#](/creator/twitter::837442232235929600/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::837442232235929600/c:line/m:posts_active.svg)

- [--] Week [--] +74%
- [--] Month [---] +4%
- [--] Months [---] +147%
- [--] Year [---] +1,480%

### Followers: [------] [#](/creator/twitter::837442232235929600/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::837442232235929600/c:line/m:followers.svg)

- [--] Week [---] +1.40%
- [--] Month [---] +2.90%
- [--] Months [---] +24%
- [--] Year [---] +39%

### CreatorRank: [---------] [#](/creator/twitter::837442232235929600/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::837442232235929600/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies)  [luxury brands](/list/luxury-brands)  [travel destinations](/list/travel-destinations)  [fashion brands](/list/fashion-brands) 

**Social topic influence**
[$csu](/topic/$csu) #11, [ai](/topic/ai), [csu](/topic/csu) #25, [$toiv](/topic/$toiv), [$lmnv](/topic/$lmnv), [acquisition](/topic/acquisition) #1580, [$csuto](/topic/$csuto), [investment](/topic/investment), [$rop](/topic/$rop) #8, [$brk](/topic/$brk)

**Top accounts mentioned or mentioned by**
[@mikefritzell](/creator/undefined) [@redshirtinsight](/creator/undefined) [@jtradeit](/creator/undefined) [@cj0pp3l](/creator/undefined) [@willschoebs](/creator/undefined) [@berkelkip](/creator/undefined) [@elonmusk](/creator/undefined) [@billackman](/creator/undefined) [@tidefallcapital](/creator/undefined) [@capexandchill](/creator/undefined) [@elrudyfig](/creator/undefined) [@mosinvesting](/creator/undefined) [@luceontsla](/creator/undefined) [@patrickoshag](/creator/undefined) [@jerrycap](/creator/undefined) [@eighttrack180](/creator/undefined) [@farnamjake1](/creator/undefined) [@greenbackd](/creator/undefined) [@analogcap](/creator/undefined) [@southernvalue95](/creator/undefined)

**Top assets mentioned**
[Roper Technologies Inc (ROP)](/topic/$rop) [Costco Hot Dog (COST)](/topic/$cost) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Copart, Inc. (CPRT)](/topic/$cprt) [Mastercard, Inc. (MA)](/topic/$ma) [Ferrari N.V. (RACE)](/topic/$race) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [American Express Company (AXP)](/topic/$axp) [Walmart, Inc. (WMT)](/topic/$wmt) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Procore Technologies, Inc. (PCOR)](/topic/$pcor) [Microsoft Corp. (MSFT)](/topic/$msft) [Adobe, Inc. (ADBE)](/topic/$adbe) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Salesforce Inc (CRM)](/topic/$crm) [Penpie (PNP)](/topic/$pnp) [Toast, Inc. (TOST)](/topic/$tost) [Apple, Inc. (AAPL)](/topic/$aapl) [Cornerstone Building Brands, Inc. (CNR)](/topic/$cnr) [Accenture (ACN)](/topic/$acn) [KKR & Co, Inc. (KKR)](/topic/$kkr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@EquityBrian What can $PAYL do but others can't"  
[X Link](https://x.com/zeroxpectation/status/1495407849953914886)  2022-02-20T14:39Z [---] followers, [--] engagements


"$PNP bought $CSU's debt and co-invested in Adapt IT with $CSU's Volaris. Unlike $CSU $PNP doesn't provide a permanent home they buy and sell businesses"  
[X Link](https://x.com/zeroxpectation/status/1499799035384717316)  2022-03-04T17:28Z [---] followers, [--] engagements


"Big vertical software $VEEV $DCT $PCOR $NCNO $TOST are becoming a platform/ecosystem player that encompasses software payment lending insurance commerce etc. Could that lead to a wider valuation gap between big & small verticals over time Priced in I wonder. $CSU $TOI.V"  
[X Link](https://x.com/zeroxpectation/status/1518238792355762179)  2022-04-24T14:41Z [---] followers, [--] engagements


"$COST $APRN crossed paths. Blue Apron had to reduce its prices by 30% before Costco would agree to sell the meal kits in its stores"  
[X Link](https://x.com/zeroxpectation/status/1556666354807123971)  2022-08-08T15:39Z [---] followers, [--] engagements


"A strong cash buyer like $CSU $CSU.TO $CNSWF has been doing the opposite. Fun time. Q3 was the quietest for $10b+ M&A since [----]. Smaller leveraged private market deals were likely to be pretty quiet too"  
[X Link](https://x.com/zeroxpectation/status/1581757300616097792)  2022-10-16T21:21Z [---] followers, [--] engagements


"Life is full of surprises. Thats a default setting in reality. We shouldnt be surprised when there are surprises be surprised when there are no surprises. Congrats if you are already numb to surprises. Nothing is going to shock your investing journey"  
[X Link](https://x.com/zeroxpectation/status/1674536361863581696)  2023-06-29T21:53Z [---] followers, [---] engagements


"Aside from outright price increases companies mitigate cost pressure by using other tools such as shrinkflation skimpflation excuseflation greedflation conflation tipflation revengeflation victimflation etc. Anything else"  
[X Link](https://x.com/zeroxpectation/status/1679197232170688512)  2023-07-12T18:43Z [---] followers, [---] engagements


"@CJ0pp3l Perhaps just the general perception Ppl are familiar swedish brands that have made it to the world stage Sweden has larger addressable mkt"  
[X Link](https://x.com/zeroxpectation/status/1680077956847374336)  2023-07-15T04:53Z [---] followers, [--] engagements


"@IrrationalMrkts Ironically on the other side of coin many successful investors stress about succession planning post their peak. Lol"  
[X Link](https://x.com/zeroxpectation/status/1681861341798359041)  2023-07-20T03:04Z [---] followers, [--] engagements


"Has Nick Sleep said anything about $CSU $CSU.TO $CNSWF $TOI.V $LMN.V Nick if you see this post can you invert invert & invert all the theses out there to see if we miss underprice or overprice anything. Where are my blindspots Your inputs are much appreciated"  
[X Link](https://x.com/zeroxpectation/status/1687224388851036160)  2023-08-03T22:10Z [---] followers, [----] engagements


"$CSU $CSU.TO $CNSWF $TOI.V $LMN.V $CSU Mark Leonards shareholder letters got to be among the very best. Yes even better than that of W Buffett. Who else are your favourites https://t.co/ZZlAxk0lAH $CSU Mark Leonards shareholder letters got to be among the very best. Yes even better than that of W Buffett. Who else are your favourites https://t.co/ZZlAxk0lAH"  
[X Link](https://x.com/zeroxpectation/status/1688982481159196672)  2023-08-08T18:36Z [---] followers, [----] engagements


"@chandanthour Good that $DOL doesn't have the low margin perishable items like $DG & $DLTR. If they do that might show signs of desperation/reaching peak demand"  
[X Link](https://x.com/zeroxpectation/status/1702167619762307073)  2023-09-14T03:49Z [---] followers, [--] engagements


"The #1 unbeatable chess grandmaster Carlson Magnus plays in a such way that his opponents can't rely on the best possible theoretical moves recommended by computers to win a game. If opponents can't think for themselves they don't stand a chance. There's something to learn here"  
[X Link](https://x.com/zeroxpectation/status/1705028639853793693)  2023-09-22T01:18Z [---] followers, [--] engagements


"@willschoebs @BerkelKip Priced for perfection at the moment with 30% sales growth it will take [--] yrs to get back to pre-acq EV/OP multiple"  
[X Link](https://x.com/zeroxpectation/status/1715116468826997217)  2023-10-19T21:23Z [---] followers, [--] engagements


"@BerkelKip @willschoebs Many Japan firms hav bumpy strategic investment cycles making it hard to model out long-term earnings & cash flow which leads to high price volatility. Good for those who are willing to put in the hard work to gain an edge. Bad for those passive guys who seek price persistency"  
[X Link](https://x.com/zeroxpectation/status/1715152013418455074)  2023-10-19T23:44Z [---] followers, [--] engagements


"@stressed_assets $NVR looks interesting"  
[X Link](https://x.com/zeroxpectation/status/1716074230968938961)  2023-10-22T12:49Z [---] followers, [---] engagements


"Using valuation multiples to spot a good investment is deeply flawed. A trades 12x P/E growing 10%/yr but taking [--] yrs to recover eps post downturn; B trades 18x growing 10%/yr regardless of market cycles A looks cheaper than B now but A trades 7.5x vs Bs 7x 10yrs out"  
[X Link](https://x.com/zeroxpectation/status/1719933295239270607)  2023-11-02T04:23Z [---] followers, [---] engagements


"Prices remain sticky after years of steep inflation. Now with weaker consumption restaurants are throwing out discounts/bonuses increasingly shifting inflationary pressure from price to cost. Imagine if they cut menu prices instead how would the inflation number looks like"  
[X Link](https://x.com/zeroxpectation/status/1728642237490467154)  2023-11-26T05:10Z [---] followers, [---] engagements


"@jhadawayfc Inflation will make us all super rich. U can have any numbers u like"  
[X Link](https://x.com/zeroxpectation/status/1735894262750032128)  2023-12-16T05:26Z [---] followers, [--] engagements


"@anguswalker @DailyHiveVan Also the vacuum left by Nordstrom has yet to be filled. Lol"  
[X Link](https://x.com/zeroxpectation/status/1736397389546815852)  2023-12-17T14:46Z [---] followers, [--] engagements


"@BlueCollarInvr WFH = wage deflation"  
[X Link](https://x.com/zeroxpectation/status/1736811209511645537)  2023-12-18T18:10Z [---] followers, [--] engagements


"@SvnCapital @chriswmayer @charliebilello AI generated pic"  
[X Link](https://x.com/zeroxpectation/status/1740489385764925551)  2023-12-28T21:46Z [---] followers, [--] engagements


"@DividendDynasty The market has priced in a call option to $COST selling ayce lunch passes to free samples"  
[X Link](https://x.com/zeroxpectation/status/1746794075041509857)  2024-01-15T07:18Z [---] followers, [--] engagements


"Its really odd to see ppl invest with an exit plan in mind. Yes its prudent to sell overvalued stocks. But valuation aside that mental note of selling at some pt is a sign of weak conviction. Whats the pt of entering a marriage with the knowledge that it will end in divorce"  
[X Link](https://x.com/zeroxpectation/status/1786446104105759045)  2024-05-03T17:21Z [---] followers, [---] engagements


"@redshirtet Unwarranted AI threat will be good for $CSU $TOI.V $LMN.V to find more attractive acquisition targets. Let's cheer for more AI fear"  
[X Link](https://x.com/zeroxpectation/status/1786827093730562361)  2024-05-04T18:35Z [---] followers, [---] engagements


"We know $CSU favors cheap targets $ROP prefers growth. Their goodwill accounting may not align perfectly they shouldn't differ too much (limited impairment). But it's intriguing to note despite lower debt $CSU has been increasing goodwill for less equity & more sales vs $ROP"  
[X Link](https://x.com/zeroxpectation/status/1787233846200562115)  2024-05-05T21:32Z [---] followers, [---] engagements


"@donwharton_ss whats your growth expectation of existing businesses and future acquisitions At the very core do they primarily focus on milking matured cows or nurturing young growing cows"  
[X Link](https://x.com/zeroxpectation/status/1789035491154948449)  2024-05-10T20:51Z [---] followers, [--] engagements


"@Budgetdog_ High inflation is minting millionaires at a faster pace"  
[X Link](https://x.com/zeroxpectation/status/1790151624276738058)  2024-05-13T22:46Z [---] followers, [--] engagements


"@Invesquotes Whats the story behind MLs ultra long beard Anyone"  
[X Link](https://x.com/zeroxpectation/status/1790251555587006519)  2024-05-14T05:23Z [---] followers, [---] engagements


"@cap_zay Some folks think $COST is as good as US sovereign debt if not better"  
[X Link](https://x.com/zeroxpectation/status/1792314575343550744)  2024-05-19T22:01Z [---] followers, [---] engagements


"3Y forward PEG $V vs $COST Would you rather buy: Visa at 25x or Costco at 50x $v $cost https://t.co/dFrt6AKBxX Would you rather buy: Visa at 25x or Costco at 50x $v $cost https://t.co/dFrt6AKBxX"  
[X Link](https://x.com/zeroxpectation/status/1807435536786968579)  2024-06-30T15:26Z [---] followers, [---] engagements


"3Y forward PEG $MA $V $COST 3Y forward PEG $V vs $COST https://t.co/n22hm7LWLC 3Y forward PEG $V vs $COST https://t.co/n22hm7LWLC"  
[X Link](https://x.com/zeroxpectation/status/1807436522536505844)  2024-06-30T15:30Z [---] followers, [---] engagements


"$CSU $CSU.TO Unusual low opening happened again. Some folks just wanted to get out. LOL"  
[X Link](https://x.com/zeroxpectation/status/1818298555674804469)  2024-07-30T14:52Z [---] followers, [----] engagements


"@elonmusk Long Tesla short US debt"  
[X Link](https://x.com/zeroxpectation/status/1818392054705406114)  2024-07-30T21:03Z [---] followers, [--] engagements


"@cavanhaleonardo Yes. The actual organic growth is likely flat to neg way better than accounting-implied organic growth. At this valuation the market expects the existing software portfolio to outlast its amortization period. Low acquisition multiples help mitigate risk of impairment"  
[X Link](https://x.com/zeroxpectation/status/1819382948929720645)  2024-08-02T14:41Z [---] followers, [--] engagements


"Annualized rate of business closures in the accommodation & food services sector for companies with 5-19 employees across major Canadian cities: Toronto: 55% Montreal: 44% Vancouver: 50%"  
[X Link](https://x.com/zeroxpectation/status/1874510748782870816)  2025-01-01T17:39Z [---] followers, [---] engagements


"Tech firms use stock-based comp extensively to pay for R&D & boost cash profits. Also many startup founders burned their life savings & relinquished a chunk of equity to stay alive before they were fortunate enough to get acquired by big tech. FCF margins of the [--] largest US stocks over the last [--] years. https://t.co/dc3VzEr9wq FCF margins of the [--] largest US stocks over the last [--] years. https://t.co/dc3VzEr9wq"  
[X Link](https://x.com/zeroxpectation/status/1875311820493459578)  2025-01-03T22:42Z [---] followers, [---] engagements


"@BillAckman @SpaceX @xai @anduriltech @elonmusk @PalmerLuckey I sometimes wonder if information asymmetry could be a net positive for savvy contrarian-style actuaries allowing them to capitalize on more volatile casino-like underwriting cycles"  
[X Link](https://x.com/zeroxpectation/status/1878835423507882369)  2025-01-13T16:04Z [---] followers, [--] engagements


"I wonder what the average LTV/CAC of $CSU $TOI $LMN is. Does it make any sense to look at LTV/CAC since most acquired/target firms are matured (CAC is probably very small). I have seen fast-growing SaaS with 8x+ LTV/CAC trading at 20x+ EBIT. Perhaps someone can comment on this For those that follow $VEEV $CSU $TOI $LMN -- always good to have this refresher. (It mirrors the KPIs and levers that I pulled from my own experience building and running a #SaaS). For those that follow $VEEV $CSU $TOI $LMN -- always good to have this refresher. (It mirrors the KPIs and levers that I pulled from my own"  
[X Link](https://x.com/zeroxpectation/status/1879580388408066514)  2025-01-15T17:24Z [---] followers, [---] engagements


"@bizalmanac The true dilutive effect of SBC is probably too hard for most people to figure out. I'm usually ok with mgmt taking less than 0.5% of market cap via SBC if they use shareholder friendly metrics such as ROIC and EPS growth as a trigger. How much SBC dilution can u tolerate"  
[X Link](https://x.com/zeroxpectation/status/1894990817607274964)  2025-02-27T05:59Z [---] followers, [---] engagements


"Evolution of $BRK investment in $BYD $BYDDY Fans: a well-disciplined long-term thematic bet that delivered massive gains Critics: a missed opportunity to exit at peak valuations"  
[X Link](https://x.com/zeroxpectation/status/1904216643989078441)  2025-03-24T17:00Z [---] followers, [----] engagements


"$ROP pays up for fast grw firms $CSU buys cheap slow grw firms acq tgt EV/rev [--] vs [--] acq tgt orgc grw: 10-20% vs flat goodwill/assets: 60% vs 10% acq size % mkt cap: 6% vs 2% leverage: [--] vs [--] EV/rev: [--] vs [--] est grw: HSD (drag from legacy softw) vs 15-20% EV/rev-grw: [--] vs 0.3"  
[X Link](https://x.com/zeroxpectation/status/1904234868294455721)  2025-03-24T18:12Z [---] followers, [---] engagements


"$ROP acquires autism software CentralReach (43% organic growth 2022; estimating 20% growth) for 9.4x revenue & 22x EBITDA FY6/26"  
[X Link](https://x.com/zeroxpectation/status/1904235831122079771)  2025-03-24T18:16Z [---] followers, [---] engagements


"Premium water bottles: the new status symbol Owala Yeti Stanley Bink who else Reusable water bottles were meant to reduce plastic waste but their overproduction & overconsumption create new environmental concerns"  
[X Link](https://x.com/zeroxpectation/status/1904274906969465210)  2025-03-24T20:51Z [---] followers, [---] engagements


"$DOL buys oz Reject Shop $TRS C$233m all cash deal (18x EBIT 6/25) 13% of $DOL sales but 1% of $DOL mkt cap flat sales past 10Y EBIT% 2% (vs $DOL 24%) no direct competitors penetration: [--] stores/1m pop. (vs [--] $DOL) increase store count from [---] to [---] Not a bad deal"  
[X Link](https://x.com/zeroxpectation/status/1905328940291686566)  2025-03-27T18:39Z [---] followers, [---] engagements


"Crisis is integral to $CSU long-term growth thesis. Without it $CSU wont be where they are today. Thank you Crisis. 💪 Leonard on major market corrections 💪 Leonard on major market corrections"  
[X Link](https://x.com/zeroxpectation/status/1909002246232375481)  2025-04-06T21:56Z [---] followers, [---] engagements


"@BillAckman @howardlutnick Don't all super investors love volatility"  
[X Link](https://x.com/zeroxpectation/status/1909261025360179406)  2025-04-07T15:04Z [---] followers, [--] engagements


"Invesco is eyeing on financial advisor SaaS Intelliflo 275m deal (estimating 4-5x sales) 9k per advisor (30k advisors) 8% cagr # advisors In [----] 200m valuation in [----] 10.5k per advisor (19k advisors) suspect not cheap enough for in terms of EBITDA(x) $CSU $TOI.V $LMN.V"  
[X Link](https://x.com/zeroxpectation/status/1909698497261322362)  2025-04-08T20:02Z [---] followers, [---] engagements


"Vertical vs. Horizontal Software/SaaS $CSU $TOI.V $LMN.V $ROP"  
[X Link](https://x.com/zeroxpectation/status/1909844558630076851)  2025-04-09T05:43Z [---] followers, [---] engagements


"$UNH a health scare the mkt didnt see coming. Why -delayed visibility (early chatter abt higher claim utilization not taken seriously enough) -expectation of post-covid normalz -underestimated acuity & vol -pre-set medicare adv paym rates -biz diversification overconfidence"  
[X Link](https://x.com/zeroxpectation/status/1913007134641734070)  2025-04-17T23:10Z [---] followers, [---] engagements


"$COST built the $86b Kirkland private label by learning from $L $TSCO & $SBRY. Its success proves u dont need to be the 1sttake a proven concept & execute it far better than others. Certain products like ketchup & womens jeans dont perform well under a private label"  
[X Link](https://x.com/zeroxpectation/status/1914098659140210919)  2025-04-20T23:27Z [---] followers, [---] engagements


"Some speculators were betting on this years ago but many eventually gave up. Japan has no shortage of similar under-the-radar opportunities with capital-structure-related discounts. GMO Internet ($4784.T) Gone Ballistic/Squeezy The stock price is up 600% in 6mos. (Market Cap is up 120x). Tomorrow this could be Japan's next 1trln market cap. https://t.co/azAdvSiKZs GMO Internet ($4784.T) Gone Ballistic/Squeezy The stock price is up 600% in 6mos. (Market Cap is up 120x). Tomorrow this could be Japan's next 1trln market cap. https://t.co/azAdvSiKZs"  
[X Link](https://x.com/zeroxpectation/status/1914779109940765068)  2025-04-22T20:31Z [---] followers, [---] engagements


"@RedshirtInsight Elevated vacancies should give tenants more leverage during lease renewals. Id imagine most of $CSU subsidiaries' employees dont work in central business districts. In contrast $BRK likely has more employees based in CBDs given its greater exposure to Fortune 500-type firms"  
[X Link](https://x.com/zeroxpectation/status/1915428131357483399)  2025-04-24T15:30Z [---] followers, [---] engagements


"Auto parts retailing operating landscape $AZO $ORLY $AAP $GPC"  
[X Link](https://x.com/zeroxpectation/status/1915540181232570876)  2025-04-24T22:55Z [---] followers, [----] engagements


"$SKX is abt utility $NKE is abt identity. Both coexist. $SKX quietly built a $7b biz focusing on -selling shoes for everyday folksnurses seniors workers on their feet all day -competing for comfort & price instead of coolness -not risking inventory on fashion fads"  
[X Link](https://x.com/zeroxpectation/status/1915606708610912343)  2025-04-25T03:20Z [---] followers, [---] engagements


"$BRK & $CSU share many core valuesdiscipline decentralization long-term thinking etc. Lets imagine a casual conversation between Warren Buffett & Mark Leonard about life beyond investing https://t.co/OfCR5a1ZYt https://t.co/OfCR5a1ZYt"  
[X Link](https://x.com/zeroxpectation/status/1918370607642874065)  2025-05-02T18:22Z [---] followers, [----] engagements


"$AAPL has iCloud $AMZN has AWS $MSFT has Azure $BRK is treating its Rainy Decade Fund like an unpriced never-expiring option while the great cash debate rumbles on Breaking - Latest Berkshire Cash $348B +$14B since February. Looks like Buffett hasn't been putting all that much capital to work Warren thinks the lows are NOT in https://t.co/Noa8IFDwFC Breaking - Latest Berkshire Cash $348B +$14B since February. Looks like Buffett hasn't been putting all that much capital to work Warren thinks the lows are NOT in https://t.co/Noa8IFDwFC"  
[X Link](https://x.com/zeroxpectation/status/1918711886796738791)  2025-05-03T16:58Z [---] followers, [---] engagements


"$GTT near-monopoly in LNG containment systems till [----] 95% mkt share. High-margin cash-rich model w/ robust order backlog. 4.4% div yield P/E [-----]. Risks: cyclicality geopolitics. Energy transition play. Mkt unconcerned by post-patent expiry risk. 🛳 GTT acquiert Danelec et devient un acteur cl du maritime digital $GTT annonce le rachat de Danelec une entreprise danoise spcialise dans les donnes pour les navires. Ce quil faut retenir : Montant : [---] M Danelec quipe [--] [---] navires et travaille avec [---] https://t.co/R2bIIPb6Mt 🛳 GTT acquiert Danelec et devient un acteur cl du maritime"  
[X Link](https://x.com/zeroxpectation/status/1919824726551114217)  2025-05-06T18:40Z [---] followers, [---] engagements


"$GTT buys maritime data collection and analysis company Danelec 194m 4.4x sales vs $GTT 6.9x FY24 sales. The deal is expected to be accretive to EPS from the first year"  
[X Link](https://x.com/zeroxpectation/status/1919825928697610743)  2025-05-06T18:45Z [---] followers, [---] engagements


"North American rail could face near-term headwinds from trade disruptions & export risks but long-term gains may come from reshoring & regional tradeif tariffs dont spark a prolonged downturn. Selective opportunities exist with strong USMCA exposure. $UNP $NSC $CSX $CP $CNR"  
[X Link](https://x.com/zeroxpectation/status/1919830497527791753)  2025-05-06T19:03Z [---] followers, [---] engagements


"ARR/FTE: $CSU $116k $TOI.V $128k $LMN.V $230k $ROP $216k JP peers $4256 $138k $4443 $128k $4776 $107k $4478 $34k *use maintenance & other recurring rev as a proxy to ARR when ARR isnt available"  
[X Link](https://x.com/zeroxpectation/status/1919840980674462004)  2025-05-06T19:45Z [---] followers, [----] engagements


"$MA vs $V GP per $1K GMV: $3.10 vs $2.80 OP per $1K GMV: $1.70 vs $1.80 $MA shows stronger monetization via higher spending on innovation $V wins on cost efficiency & scale"  
[X Link](https://x.com/zeroxpectation/status/1919862859577884919)  2025-05-06T21:12Z [---] followers, [---] engagements


"Steep SaaS inflation has fueled demand for procurement players like Coupa & Jaggaer. SaaS sellers may fear them buyers see them as cost-control allies. SaaS leaders like $CSU with strong retention low churn & high efficiency could benefit as these players expose bloated rivals"  
[X Link](https://x.com/zeroxpectation/status/1920163003057475912)  2025-05-07T17:05Z [---] followers, [---] engagements


"Prevosts surprise electiondespite 66/1 odds (or a 1.5% chance)shows how opaque the papal conclave is. Perhaps many were speculating a non-American pope to counterbalance U.S. dominance amid global trade tensions"  
[X Link](https://x.com/zeroxpectation/status/1920602138528657700)  2025-05-08T22:10Z [---] followers, [---] engagements


"@permastonks $PNP could technically take advantage of the scarcity premium issue new shares and scoop up those reasonably priced verticals. That might be a better strategy than waiting for the premium gap to narrow"  
[X Link](https://x.com/zeroxpectation/status/1920950207329562886)  2025-05-09T21:13Z [---] followers, [---] engagements


"$COST potential growth areas home services (installation repair maintenance) health & wellness (telemedicine clinics insurance) travel & leisure (underutilized currently) financial services (fintech SME loans tax services) pet supply subscription office supply subscription"  
[X Link](https://x.com/zeroxpectation/status/1922522714415198682)  2025-05-14T05:21Z [---] followers, [---] engagements


"@SimeonResearch_ Thats a rare trait in the asset management industrymany shy away from asking tough questions. But discomfort is essential for long-term outperformance. Complacency worries me and Ive never been a fan of sugar-coated management styles"  
[X Link](https://x.com/zeroxpectation/status/1923153671124128018)  2025-05-15T23:09Z [---] followers, [--] engagements


"@MikeFritzell The findings indicate an inverse U-shaped relationship between temperature and labor productivity with labor productivity peaking at 24.90C on average. https://www.frontiersin.org/journals/environmental-science/articles/10.3389/fenvs.2022.1039668/full https://www.frontiersin.org/journals/environmental-science/articles/10.3389/fenvs.2022.1039668/full"  
[X Link](https://x.com/zeroxpectation/status/1923771514165526811)  2025-05-17T16:04Z [---] followers, [--] engagements


"Most people misinterpret patient long-term investors. Expressions of dissatisfaction in the market do not necessarily signify frustration. Instead they may reflect prudent caution deliberate strategic patience or simply a desire to show empathy toward others"  
[X Link](https://x.com/zeroxpectation/status/1926017296566300934)  2025-05-23T20:48Z [---] followers, [---] engagements


"At the [----] Berkshire Hathaway shareholder meeting then 31-year-old Bill Ackman had a question for Warren Buffett about buying back $KO shares at 40x P/E. https://buffett.cnbc.com/video/1998/05/04/bill-ackman-asks-buffett-about-stock-buybacks.html A young Bill Ackman(@BillAckman ) asks Buffett a question about stock buybacks at certain valuations . Coca-cola was buying back shares at a P/E of [--] Listen to Buffetts response https://t.co/mqhFhL7ho9 https://buffett.cnbc.com/video/1998/05/04/bill-ackman-asks-buffett-about-stock-buybacks.html A young Bill Ackman(@BillAckman ) asks Buffett a"  
[X Link](https://x.com/zeroxpectation/status/1927878846948249940)  2025-05-29T00:05Z [---] followers, [---] engagements


"Analysts in [----] projected $KO EPS to grow 17% a yr over 5y driven by vol growth (810%) higher prices (5%) improved unit profitability (23%) & buybacks (12%). But actual performance lagged w/ unit case vol rising only 6% in [----] down from 9% in [----]. Stock corrected"  
[X Link](https://x.com/zeroxpectation/status/1927880874348925193)  2025-05-29T00:13Z [---] followers, [---] engagements


"For my own curiosity: $AXP spent $5.2b on mkt & customer acquisition issuing 13m new cardsimplying a CAC of $400 per card (industry: $170$850). With an average card tenure [--] yrs LTV/CAC = 2x (111x7/400) which looks not bad for a matured digital toll road. pricing power is one of leading indicator of a great business. after all that's what warren said: if you can raise prices without need a hope and pray then it's probably pretty good. #pricingpower #buffett #nicksleep pricing power is one of leading indicator of a great business. after all that's what warren said: if you can raise prices"  
[X Link](https://x.com/zeroxpectation/status/1929661956098846825)  2025-06-02T22:10Z [---] followers, [---] engagements


"I'm curious how autonomous technology will reshape service revenue stream. I'd imagine $DE's share of revenue from services could grow over time as software increasingly takes precedence over hardware in an AI-driven world. A current John Deere dealership owner on dealership economics $DE : "It's interesting. 70% of our revenue dollars come from new and used sales roughly split in half with 35% used and 35% new. Parts make up 20% of our business and service accounts for 10% in terms of revenue. A current John Deere dealership owner on dealership economics $DE : "It's interesting. 70% of our"  
[X Link](https://x.com/zeroxpectation/status/1929663301245718850)  2025-06-02T22:15Z [---] followers, [---] engagements


"Cipal Schaubroeck posted an 11% EBITDA margin in [----] potential margin expansion once integrated into $TOI.V / $CSU.TO family this a big deal and juicy $TOI.V $CSU.TO 💶 💶 https://t.co/YjsgyJe4qQ this a big deal and juicy $TOI.V $CSU.TO 💶 💶 https://t.co/YjsgyJe4qQ"  
[X Link](https://x.com/zeroxpectation/status/1929755529913815526)  2025-06-03T04:22Z [---] followers, [----] engagements


"$AXP Business Platinum Card CAC per card = $1200 pts - $799 annual fee = $400 (same as above)"  
[X Link](https://x.com/zeroxpectation/status/1929962693341130903)  2025-06-03T18:05Z [---] followers, [--] engagements


"Despite innovations $AMZN AWS is losing its edge. Microsoft and Google generate more AI buzz with products like $MSFT ChatGPT (OpenAI) and $GOOG Gemini [---] Pro. AWSs own generative AI efforts like Amazon Nova lack similar excitement"  
[X Link](https://x.com/zeroxpectation/status/1929972424248045938)  2025-06-03T18:44Z [---] followers, [---] engagements


"@MikeFritzell Cash in on the gravy train while it lasts Why much are they selling for per 100g"  
[X Link](https://x.com/zeroxpectation/status/1932120602955174367)  2025-06-09T17:00Z [---] followers, [---] engagements


"@RedshirtInsight @ShaziGoalie The reported 7% unemployment rate and 65% labour force participation rate dont feel reflective of the reality Im seeing. Im not sure what Im missing here"  
[X Link](https://x.com/zeroxpectation/status/1932171721383276801)  2025-06-09T20:23Z [---] followers, [--] engagements


"@DavidCan2002 Are you willing to pay an exit capital gain tax if you have a massive investment portfolio"  
[X Link](https://x.com/zeroxpectation/status/1933200969606853056)  2025-06-12T16:33Z [---] followers, [--] engagements


"$MA & $V crypto/stablecoins risk mitigation -integrating USDC into own networks -turning USDC into new sources of volume -collaborating w/ regulators to shape legal framework -doubling down on what USDC lack (fraud protection client trust loyalty) -becoming network of networks So Visa $V and Mastercard $MA are zeroes because of *checks notes* stable coins that $AMZN and $WMT are considering issuing. From a consumer standpoint stable coins function as a debit card (with far less protection) where youd need to buy the coin upfront and then use it So Visa $V and Mastercard $MA are zeroes because"  
[X Link](https://x.com/zeroxpectation/status/1933606455430795273)  2025-06-13T19:24Z [---] followers, [---] engagements


"JPM hikes the annual fee for its Sapphire Reserve credit card by 45% raising it to $795 from its [----] level $MA $V $AXP"  
[X Link](https://x.com/zeroxpectation/status/1935392768408568191)  2025-06-18T17:42Z [---] followers, [---] engagements


"The GENIUS Act allows non-bank entities to issue payment stablecoins potentially undermining $MA $V dominance. $WMT $AMZN could save $14b/yr in interchange fees. For now the market seems to be pricing in short-term risk medium-term adaption & long-term resilience for $MA $V Morgan Stanley's nine things investors miss about $V and $MA https://t.co/uQ3TpnlDRj Morgan Stanley's nine things investors miss about $V and $MA https://t.co/uQ3TpnlDRj"  
[X Link](https://x.com/zeroxpectation/status/1935459685299331263)  2025-06-18T22:08Z [---] followers, [---] engagements


"Israel vs Iran war cost estimate (ballistic missiles+missile interceptors+airstrikes): $560m-$1.4b vs $400m casualties: [---] vs 1.5k-1.7k Irans ballistic missile cost/opponent casualty $680k Israels airstrike cost/opponent casualty $16k Israels inceptor cost/capita $55-$140"  
[X Link](https://x.com/zeroxpectation/status/1935554578847846466)  2025-06-19T04:25Z [---] followers, [---] engagements


"$CHKP cagr past 5Y: rev +5% eps +7% share count -6% OPM 44% 34% subpar performance But due to growing awareness & demand for cybersecurity: P/E went from 22x to 27x share +15% cagr Forward guidance cagr: rev +6% eps +10% I wont bet on material valuation multiple expansion"  
[X Link](https://x.com/zeroxpectation/status/1936159147927679466)  2025-06-20T20:28Z [---] followers, [---] engagements


"@MikeFritzell Australia has a 16-yr age limit on social media. I wonder when other parts of the world are going to follow suit"  
[X Link](https://x.com/zeroxpectation/status/1936921300787990861)  2025-06-22T22:56Z [---] followers, [--] engagements


"@MikeFritzell Which discount broker has a wider market access than $IBKR"  
[X Link](https://x.com/zeroxpectation/status/1939514185534357721)  2025-06-30T02:39Z [---] followers, [---] engagements


"@MikeFritzell I thought Philip is not a discount broker"  
[X Link](https://x.com/zeroxpectation/status/1939518952193069355)  2025-06-30T02:58Z [---] followers, [---] engagements


"@MikeFritzell Whats your take on Riverstone"  
[X Link](https://x.com/zeroxpectation/status/1940828301729452392)  2025-07-03T17:41Z [---] followers, [---] engagements


"@MoS_Investing some guesses: (1) better-than-feared sales reinforced confidence in core recurring data and ATS offerings (2) launch of OTCID Market replaced less transparent Pink Market & increased disclosure standards"  
[X Link](https://x.com/zeroxpectation/status/1942326285444997396)  2025-07-07T20:54Z [---] followers, [---] engagements


"Sports Event Quant Trader - a math nerds playground but not for value investor wannabes"  
[X Link](https://x.com/zeroxpectation/status/1942657366966886768)  2025-07-08T18:49Z [---] followers, [---] engagements


"$CSU Mark Leonard takes a nuanced and cautious stance on share buybacksemphasizing ethics timing and alignment with intrinsic value. While $BRK Warren Buffett shares a similar perspective MLs approach is notably more philosophical and introspective"  
[X Link](https://x.com/zeroxpectation/status/1942677484987932999)  2025-07-08T20:09Z [---] followers, [---] engagements


"$CSU Mark Leonard: I was thinking of trying to recruit Greg Abel but since the $BRK announcement less likely to pull that off"  
[X Link](https://x.com/zeroxpectation/status/1942714624119599509)  2025-07-08T22:37Z [---] followers, [---] engagements


"$CSU ML is comfortable with operating groups taking on financial leverage even for dividend recaps if it serves shareholders because $CSU acts as the "lender of last resort" & can underwrite the risk. He's open to mgmt teams taking higher risks to create significant wealth"  
[X Link](https://x.com/zeroxpectation/status/1942764344347111902)  2025-07-09T01:54Z [---] followers, [---] engagements


"@RedshirtInsight ChatGPT has been pulling lots of information from $RDDT"  
[X Link](https://x.com/zeroxpectation/status/1943002014830805101)  2025-07-09T17:39Z [---] followers, [--] engagements


"$COST June sales were solid as a rock. I appreciate how they track store cannibalization - 60bps in June 70bps in May - as a KPI a level of transparency you rarely see from other retailers"  
[X Link](https://x.com/zeroxpectation/status/1943337745814032644)  2025-07-10T15:53Z [---] followers, [---] engagements


"AI chip landscape TW remains dominant in advanced nodes MY VN IN gain share in packaging/test amid US-China decoupling US ups domestic chipmaking as Intel & TSMC fabs come online in 2025/26. JP may re-emerge in high-end fabs via Rapidus-IBM project. $NVDA $TSMC $INTC $AMD"  
[X Link](https://x.com/zeroxpectation/status/1943378489241145725)  2025-07-10T18:35Z [---] followers, [---] engagements


"@KairosPraxis Im sure $CSU could convince the target firm to use slightly less toilet paper"  
[X Link](https://x.com/zeroxpectation/status/1945200377588277525)  2025-07-15T19:14Z [---] followers, [---] engagements


"@SnippetFinance @coatuemgmt I wonder what else can beat ChatGPTs adoption rate in the future"  
[X Link](https://x.com/zeroxpectation/status/1945518327398629885)  2025-07-16T16:18Z [---] followers, [--] engagements


"How big is the crypto market today How far can it go 4% of global GDP 3% of global bond market 4% of global equity market 1% of global real estate market 17% of global gold market value (above-ground reserves) 33x of global diamond market 7x of global art asset value"  
[X Link](https://x.com/zeroxpectation/status/1945879092223750311)  2025-07-17T16:11Z [---] followers, [--] engagements


"An underappreciated tax benefit of a concentrated portfolio: flexibility in tax-loss/gain harvesting by selecting specific lots for sale. The more diversified a portfolio is the fewer cost bases per position thus fewer tax lots to optimize limiting tax planning flexibility"  
[X Link](https://x.com/zeroxpectation/status/1945945886233903253)  2025-07-17T20:37Z [---] followers, [---] engagements


"Example: Buy [---] shares @ $100 Buy [---] @ $80 Buy [---] @ $120 Sell [---] @ $150 You can sell the lot purchased at $120 realizing a $30 per-share gain instead of average cost gain of $50 (based on average cost of $100). This reduces your taxable capital gain"  
[X Link](https://x.com/zeroxpectation/status/1945946411864105079)  2025-07-17T20:39Z [---] followers, [---] engagements


"I'm not sure what valuation method Akre used to determine that $CSU was attractively priced. In June [----] $CSU was trading at 4.5x Sales (6.5x today)not exactly a screaming buy by traditional valuation standards. Does anyone know how Akre typically approaches stock valuation Akre Focus Fund on $CSU https://t.co/0h9VJXAPBX Akre Focus Fund on $CSU https://t.co/0h9VJXAPBX"  
[X Link](https://x.com/zeroxpectation/status/1945949237457604974)  2025-07-17T20:50Z [---] followers, [----] engagements


"Is $PGHN a swiss $BN mkt cap: $36b vs $100b bvs cagr past 10y: 8% vs 7% ev/ebitda: 22x vs 26x equity/debt: 0.9x vs 1.5x ROA: 16% vs 3% insider ownership: 15% vs 10% $PGHN outperformed $BN since [--]. But $BN valuation multiples expanded more than $PGHN in recent years"  
[X Link](https://x.com/zeroxpectation/status/1945955710988365897)  2025-07-17T21:16Z [---] followers, [----] engagements


"In [----] Akre clearly had a more bullish valuation view on $CSU than Mark Leonard did back"  
[X Link](https://x.com/zeroxpectation/status/1946004271419552184)  2025-07-18T00:29Z [---] followers, [---] engagements


"@Luce_On_TSLA Considering $CHA low capital expenditure needs & rising cash pile this stock could fly IF they initiate an aggressive buyback plan Investors dont like cash hoarders"  
[X Link](https://x.com/zeroxpectation/status/1946283903498723456)  2025-07-18T19:00Z [---] followers, [---] engagements


"@Luce_On_TSLA How do you view $CHAs management credibility I find it hard to assess. The stock could gain if sentiment shifts and capital flows into overlooked nameseven without strong shareholder returnsbut I wont bet on that alone. Any insights on their management style or philosophy"  
[X Link](https://x.com/zeroxpectation/status/1946322789088293240)  2025-07-18T21:34Z [---] followers, [---] engagements


"@patrick_oshag $LMT - Prophets of War: Lockheed Martin and the Making of the Military-Industrial Complex"  
[X Link](https://x.com/zeroxpectation/status/1946736132513046723)  2025-07-20T00:57Z [---] followers, [---] engagements


"@patrick_oshag $CNR - Railroader: The Unfiltered Genius and Controversy of Four-Time CEO Hunter Harrison"  
[X Link](https://x.com/zeroxpectation/status/1946736659959321076)  2025-07-20T00:59Z [---] followers, [---] engagements


"Didnt the interest started accruing from day [--] Based on my calculations the bond was issued at [---] bps over govt bond implying a BBB/BB rating. That spread seems a bit steep given relatively low debt/EBITDA. I suppose the BNPL feature helps offset the higher coupon. $CSU you all remember the $500 million promissory note for Optimal Blue $CSU.TO - [--] year maturity 7% coupon - no payments for [--] years - we're still not [--] years in - BNPL 😂 you all remember the $500 million promissory note for Optimal Blue $CSU.TO - [--] year maturity 7% coupon - no payments for [--] years - we're still not [--] years in"  
[X Link](https://x.com/zeroxpectation/status/1946812745099452865)  2025-07-20T06:01Z [---] followers, [---] engagements


"@fiscal_ai How many brokers can charge their clients for live market pricing without alienating them $IBKR"  
[X Link](https://x.com/zeroxpectation/status/1947033337119588815)  2025-07-20T20:38Z [---] followers, [---] engagements


"$AXP CEOs response to airport lounge overcrowding concerns: address it by building larger lounges & adding sidecar lounges for a quick pitstop. This whole lounge game has been a boom for airport authorities in terms of how many lounges they can put in. - red ocean space"  
[X Link](https://x.com/zeroxpectation/status/1947339787590889882)  2025-07-21T16:55Z [---] followers, [--] engagements


"Cardholders are unlikely to fully use every benefit of premium cards like the $AXP Platinum. Credit card companies aren't aiming for full utilizationinstead they focus on delivering strong PERCEIVED value to drive retention increase spending and attract high-value customers"  
[X Link](https://x.com/zeroxpectation/status/1947344705210970586)  2025-07-21T17:15Z [---] followers, [---] engagements


"But after a long detour you eventually realize how insignificant you are and how simple life truly is. https://t.co/0TSMykVUUk https://t.co/0TSMykVUUk"  
[X Link](https://x.com/zeroxpectation/status/1947354894840541554)  2025-07-21T17:56Z [---] followers, [---] engagements


"@RedshirtInsight I could sense market inefficiencies on Friday it seemed like Mr. Market wasnt expecting the $ATD buyback this early. LOL"  
[X Link](https://x.com/zeroxpectation/status/1947359995118370824)  2025-07-21T18:16Z [---] followers, [---] engagements


"Its entirely your choice whether to take the detour or head straight to the final destination"  
[X Link](https://x.com/zeroxpectation/status/1947362492260196625)  2025-07-21T18:26Z [---] followers, [--] engagements


"$LMT $LMT $LMT"  
[X Link](https://x.com/zeroxpectation/status/1947745138484384248)  2025-07-22T19:46Z [---] followers, [---] engagements


"The book pointed out that cost overruns have long been a recurring part of $LMT's operationsjust like todays announcement of new program charges. The real question is whether theres a shift in $LMTs give-&-take dynamic with the U.S. government & foreign clients"  
[X Link](https://x.com/zeroxpectation/status/1947747584325652903)  2025-07-22T19:56Z [---] followers, [---] engagements


"Hire someone smarter hand them the keys and step asidethats real leadership without ego. $BRK $CSU One thing that is oft overlooked in $BRK and $CSU is decentralization. Most people talk about it and Buffett Munger does but not really the first principles of it beyond abdicating giving the CEO autonomy and that they don't know how to run the business (all of which are One thing that is oft overlooked in $BRK and $CSU is decentralization. Most people talk about it and Buffett Munger does but not really the first principles of it beyond abdicating giving the CEO autonomy and that they don't"  
[X Link](https://x.com/zeroxpectation/status/1948412627459457354)  2025-07-24T15:59Z [---] followers, [---] engagements


"I continue to avoid investing in companies with sub-par capital allocation regardless of strong core fundamentals and compelling short-term catalysts. Im in it for the long haul not chasing tactical trades. Short-term realized gains just give me unnecessary tax headaches"  
[X Link](https://x.com/zeroxpectation/status/1948833980817834150)  2025-07-25T19:53Z [---] followers, [---] engagements


"@JerryCap I thought $CSU usually offers 3-5x EBITDA"  
[X Link](https://x.com/zeroxpectation/status/1949886839709704629)  2025-07-28T17:37Z [---] followers, [---] engagements


"$CSU Extremely interesting insights from ex Head of M&A at $CSU.TO (Vencora part of Volaris operating group) .AI competition churn organic growth multiples paid bonus structures disruption risk investment modelling and many more. 🔥🔥👀 Tune in more below 1/x Extremely interesting insights from ex Head of M&A at $CSU.TO (Vencora part of Volaris operating group) .AI competition churn organic growth multiples paid bonus structures disruption risk investment modelling and many more. 🔥🔥👀 Tune in more below 1/x"  
[X Link](https://x.com/zeroxpectation/status/1953825325902700759)  2025-08-08T14:27Z [---] followers, [---] engagements


"@illerintwit I wonder why he left. Did he start a new $CSU equivalent"  
[X Link](https://x.com/zeroxpectation/status/1953825475945803935)  2025-08-08T14:27Z [---] followers, [---] engagements


"$CSU Q3 acquisitions so far appear to be at the higher end of their historical range. Great"  
[X Link](https://x.com/zeroxpectation/status/1954032401212223662)  2025-08-09T04:10Z [---] followers, [----] engagements


"Its interesting to see how $CSU shares declined ahead of the 2Q revenue & profit misses. DJs rev estimate appears to be an outlier average consensus is $3B. That said long-term shareholders pay little attention to quarter-to-quarter results. Theyre largely meaningless"  
[X Link](https://x.com/zeroxpectation/status/1954341935164035411)  2025-08-10T00:40Z [---] followers, [---] engagements


"Just for fun: As of Sunday 11:45 PM EST $CSU pre-market bids and asksfollowing last Fridays resultspoint to a potential asymmetric upside at Mondays open. The spread will likely narrow as we approach the opening. Take it with a pinch of salt"  
[X Link](https://x.com/zeroxpectation/status/1954750946506104998)  2025-08-11T03:45Z [---] followers, [----] engagements


"@no_cap_cap Who knows. Maybe there are some bearish algos in the dark pool"  
[X Link](https://x.com/zeroxpectation/status/1954775129445241081)  2025-08-11T05:21Z [---] followers, [--] engagements


"$CSU indeed had an asymmetric jump at the opening. Lol Just for fun: As of Sunday 11:45 PM EST $CSU pre-market bids and asksfollowing last Fridays resultspoint to a potential asymmetric upside at Mondays open. The spread will likely narrow as we approach the opening. Take it with a pinch of salt. https://t.co/Y6UA310nAZ Just for fun: As of Sunday 11:45 PM EST $CSU pre-market bids and asksfollowing last Fridays resultspoint to a potential asymmetric upside at Mondays open. The spread will likely narrow as we approach the opening. Take it with a pinch of salt. https://t.co/Y6UA310nAZ"  
[X Link](https://x.com/zeroxpectation/status/1954917801828986922)  2025-08-11T14:48Z [---] followers, [---] engagements


"@JerryCap Some shareholders left $CSU for AI stocks. LOL"  
[X Link](https://x.com/zeroxpectation/status/1956104374650069349)  2025-08-14T21:23Z [---] followers, [---] engagements


"@DimitryNakhla Some shareholders left $CSU for AI stocks. LOL"  
[X Link](https://x.com/zeroxpectation/status/1956104456736793042)  2025-08-14T21:23Z [---] followers, [---] engagements


"@EightTrack180 @farnamjake1 @Greenbackd I really enjoyed yesterdays interview. I agree with @EightTrack180. There is still lots of value in Japan for those willing to do deep research. Ive been researching Japanese micro- & small-cap stocks for a while now. The inefficiencies there remain despite the rise of AI"  
[X Link](https://x.com/zeroxpectation/status/1960792257768120358)  2025-08-27T19:51Z [---] followers, [---] engagements


"I really enjoyed yesterdays interview. I agree with @EightTrack180 . There is still lots of value in Japan for those willing to do deep research. Ive been researching Japanese micro- & small-cap stocks for a while now. The inefficiencies there remain despite the rise of AI. I bring 🥩protein to Value After Hours @farnamjake1 brings 🥦veggies and @Greenbackd contributes 🧁dessert. Buffett AMEX Salad Oil scandal $XPEL position sizing microcap/small-cap mkt evolution. Bonus: carb-loading on Capitalized Intangibles. 🍝 https://t.co/qmfVc2aIbF I bring 🥩protein to Value After Hours @farnamjake1"  
[X Link](https://x.com/zeroxpectation/status/1960792346381127935)  2025-08-27T19:51Z [---] followers, [---] engagements


"@unsuxesflinvstr Great company $BEAN Seem priced for perfection or even beyond"  
[X Link](https://x.com/zeroxpectation/status/1968336953084101089)  2025-09-17T15:31Z [---] followers, [--] engagements


"From my actuarial stand pt $BRK true cash available for investment is $130b (cash & cash equiv - actuarial liabilities). Dont get confused w/ $350b cash pile mentioned in news. % mkt cap: surplus cash: 12% surplus cash+investments: 40% implied value of wholly owned subs: 60%"  
[X Link](https://x.com/zeroxpectation/status/1969119648969851105)  2025-09-19T19:21Z [---] followers, [---] engagements


"A private real estate fund Centurion Apartment REIT Canada's largest private apartment REIT with $8b in AUM is using financial engineering to manage its redemption process amid unusually high withdrawal pressures"  
[X Link](https://x.com/zeroxpectation/status/1969782569815490705)  2025-09-21T15:15Z [---] followers, [---] engagements


"$CSU call - data pts -est monthly AI cost $1-8 per custoner -AI is being used for 29% of customer requests -27% biz units develop AI products -AI is used in 61% of R&D & 50% of S&M in [--] biz group -3% of biz units had replaced people with AI in [--] biz group"  
[X Link](https://x.com/zeroxpectation/status/1970189110091620724)  2025-09-22T18:11Z [---] followers, [----] engagements


"$CSU hasnt provided any update on the more decentralized bonus structure in recent calls. This initiative may have been placed on the back burner amid the leadership transition & the current focus on AI. Could bonus decentralization potentially remove the stock premium $CSU Mark Leonard aims to further unlock employees' true potential by shifting to a more decentralized performance bonus structure. https://t.co/cv04Aaz0Ks $CSU Mark Leonard aims to further unlock employees' true potential by shifting to a more decentralized performance bonus structure. https://t.co/cv04Aaz0Ks"  
[X Link](https://x.com/zeroxpectation/status/1975293747400483120)  2025-10-06T20:15Z [---] followers, [----] engagements


"@ArneUlland @sinstockpapi $ROP uses leverage $CSU doesn't at least for now. Both strategies have their merits. Since $ROP focuses on bigger acquisitions valued at higher multiples they need the leverage to improve their acquisition ROI"  
[X Link](https://x.com/zeroxpectation/status/1421821351145312261)  2021-08-01T13:13Z [---] followers, [--] engagements


"@analogcap @SouthernValue95 I like how $ROP is demonstrating their willingness to capital-recycle. I wonder if what their other industrial subsidiaries think of their current shift to SaaS-focus. Hopefully $ROP is still able to market itself as a "permanent home" for M&A targets despite this"  
[X Link](https://x.com/zeroxpectation/status/1445131215401467912)  2021-10-04T20:58Z [---] followers, [--] engagements


"@analogcap @SouthernValue95 What do you guys think of the long term eps growth for $ROP Mid to high teens"  
[X Link](https://x.com/zeroxpectation/status/1445144228162523145)  2021-10-04T21:50Z [---] followers, [--] engagements


"@CJOppel @qcapital2020 @SixSigmaCapital Agree. Unless Akre finds something better than CSU like what he did to $ROP and other stocks (trimming them buying more CSU)"  
[X Link](https://x.com/zeroxpectation/status/1446861628041883650)  2021-10-09T15:34Z [---] followers, [--] engagements


"@arbritrage86 That's a special feature of winner-takes-all stocks. Binary outcomes will continue to dominate the minds of investors until $ASOS shows a strong sign of indeed taking all or being over taken by another winner-takes-all unicorn"  
[X Link](https://x.com/zeroxpectation/status/1449736532437266439)  2021-10-17T13:58Z [---] followers, [--] engagements


"@heymaxkoh I love $IRSG but it's so so pricey. I would like to know what SJ's take is on valuation"  
[X Link](https://x.com/zeroxpectation/status/1475903180605063170)  2021-12-28T18:55Z [---] followers, [--] engagements


"$FCR ALM mismatch: liability duration asset duration. Nothing new. Most banks take risk on ALM mismatches to maximize returns. Even if ALM is managed conservatively interest rate stress test becomes useless when a bank run strikes. How abt mass policy withdrawals at insurers"  
[X Link](https://x.com/zeroxpectation/status/1640377867518476288)  2023-03-27T15:38Z [---] followers, [---] engagements


"So many factors can trigger a downfall of a firm. Was key man risk underpriced before the downfall of $FCR If firms cant deal with succession & preservation of culture/values effectively the risk of these firms not outlasting their founders shall not be underestimated"  
[X Link](https://x.com/zeroxpectation/status/1652023679428235264)  2023-04-28T18:55Z [---] followers, [---] engagements


"$CSU $CSU.TO $CNSWF LTM EBITDA margin LTM fcfa2s margin LTM cash acquisitions/sales Not too shabby I would love to hear from critics. Please prove me wrong"  
[X Link](https://x.com/zeroxpectation/status/1687843899669389312)  2023-08-05T15:11Z [---] followers, [----] engagements


"$CSU $CSU.TO $CNSWF Theoretical pricing of latest rights = Series1 [----] bond price - next coupon - $133 subscription$ - accrued interest Considering limited float arb opportunity looks unscalable despite some fluctuating pricing gap btw both leading up to expiry of rights"  
[X Link](https://x.com/zeroxpectation/status/1701998071738208406)  2023-09-13T16:35Z [---] followers, [----] engagements


"@willschoebs $CSU $CSU.TO $CNSWF already has such SaaS in their portfolio. CYND [----] could be an acquisition target Time to grow their Japanese SaaS portfolio"  
[X Link](https://x.com/zeroxpectation/status/1715114850945470513)  2023-10-19T21:17Z [---] followers, [---] engagements


"What if $CSU $CSU.TO $CNSWF $TOI.V $LMN.V are becoming more and more like the last bubbles to crash No disrespect. No pun intended. Its actually the opposite of backhanded compliment. What if What if LOL"  
[X Link](https://x.com/zeroxpectation/status/1816927915273257417)  2024-07-26T20:05Z [---] followers, [----] engagements


"@tierrapartners $NVR premium valuation resulted in less buyback % o/s"  
[X Link](https://x.com/zeroxpectation/status/1869810768608424136)  2024-12-19T18:23Z [---] followers, [--] engagements


"@LCinvesting $ROP is getting slaughtered too. It looks like a sector rotation play to me"  
[X Link](https://x.com/zeroxpectation/status/1876694568932196726)  2025-01-07T18:17Z [---] followers, [---] engagements


"I'm unsure how AI will impact software over time. I suspect we will see more AI-enhanced software in the future which could shorten the lifespan of CSU's acquired software. CSU may need to build in more margin of safety for future acquisitions. $CSU $CSU.TO $CNSWF $TOI.V $LMN.V"  
[X Link](https://x.com/zeroxpectation/status/1876712792910090638)  2025-01-07T19:29Z [---] followers, [----] engagements


"I think horizontal software is seeing a broader & faster AI impact given their scalability lower barriers to integration & larger TAM. Verticals could benefit profoundly as AI continues to advance esp in areas where tailored high-value apps are key. $CSU $CNSWF $TOI.V $LMN.V"  
[X Link](https://x.com/zeroxpectation/status/1877056900849709374)  2025-01-08T18:16Z [---] followers, [---] engagements


"While investors are well aware of the potential first- & second-order implications of AI what ultimately matters most is what we think vs the market expectations. $CSU $CNSWF $TOI.V $LMN.V @BuckleUpInvest my thoughts (likely wrong): [--]. ai tech likely will change the vms industry in many ways but unlikely to replace vms in vast majority of cases due to distribution and stickiness of incumbents and the fact that most users dont need/want ai to replace as it doesnt fit their @BuckleUpInvest my thoughts (likely wrong): [--]. ai tech likely will change the vms industry in many ways but unlikely to"  
[X Link](https://x.com/zeroxpectation/status/1878920190454542503)  2025-01-13T21:40Z [---] followers, [---] engagements


"If $ATD were to acquire 7-Elevens ($3382) North American operations it could potentially enhance operating margin of acquired entity to 5-6% range matching $ATDs 5-year average. Doubt it could squeeze out much juice from 711s Japanese operation"  
[X Link](https://x.com/zeroxpectation/status/1883020777538326566)  2025-01-25T05:15Z [---] followers, [---] engagements


"@CJ0pp3l @jglegacycorp I quite like $CYND business fundamentals when I looked at it a couple years ago. But I was too critical about its valuation despite a decent growth profile. How do you assess the mgmt quality I assume you keep Yen unhedged Do you borrow Yen to match your Yen investment"  
[X Link](https://x.com/zeroxpectation/status/1899301962287579560)  2025-03-11T03:30Z [---] followers, [---] engagements


"@CJ0pp3l @jglegacycorp $CYND acquired Pacific Porter for 2.9B in [----] well above book value considering 2.7B allocated to acquisition goodwill at 6.5x sales (21% projected growth FY3/24). The market penalized $CYND mainly for overpaying. I cant see any signs of wise capital allocation yet. View"  
[X Link](https://x.com/zeroxpectation/status/1899494408917336122)  2025-03-11T16:15Z [---] followers, [---] engagements


"Japans capital market continues to transform placing greater emphasis on shareholder rights as a catalyst for corporate reform. $ATD $3382"  
[X Link](https://x.com/zeroxpectation/status/1901778222322455007)  2025-03-17T23:30Z [---] followers, [---] engagements


"$DOL commentary surrounding Reject Shop acquisition & tariffs"  
[X Link](https://x.com/zeroxpectation/status/1908231091909255607)  2025-04-04T18:52Z [---] followers, [---] engagements


"Physical retail advertising in convenience stores makes sense in Japan given its high pop density. The same strategy could be effective in other densely populated areas of Asia & Europe but is less likely to deliver meaningful results in most North American cities. $ATD $3382"  
[X Link](https://x.com/zeroxpectation/status/1909317595234480576)  2025-04-07T18:49Z [---] followers, [---] engagements


"$RMS $HESAY Past 5Y CAGR: sales +17% eps +22% Next 3Y CAGR (consensus): sales +11% eps +11% (could be higher from efficiency gains) Despite slower growth P/E hasnt contracted materially likely due to flight-to-safety capital flows or market expectations of a growth rebound. Herms Executive Chairman: "Despite a high comparison basis in Q1 the group achieved solid growth in sales.despite the economic geopolitical & monetary uncertainties around the world the group confirms an ambitious goal for revenue growth at constant exchange rates" $HESAY https://t.co/YTdUeI78qu Herms Executive Chairman:"  
[X Link](https://x.com/zeroxpectation/status/1912944447320658086)  2025-04-17T19:01Z [---] followers, [---] engagements


"$GPN buys $WP ($23b 5% all paym processors mkt cap) limited impact $MA & $V -increased bargaining power pressure interchange fee negotiations -pressure on rails value-add srvcs (data analytics fraud prevention) -routing to alternative rails (ACH realtime paym crypto rails)"  
[X Link](https://x.com/zeroxpectation/status/1913013518120698249)  2025-04-17T23:35Z [---] followers, [---] engagements


"Intern: How did we grow our AUM despite years of underperformance Fund Manager: We own the narrative. Returns are temporary storytelling scales. And honestly who doesnt prefer a good story over reality"  
[X Link](https://x.com/zeroxpectation/status/1913246577491165684)  2025-04-18T15:01Z [---] followers, [---] engagements


"$CSU generates 1.4x more revenue than $ROP yet its execs earn less than 20% of what $ROP pays. Go figure. Nice to know u dont need expensive people to run a world-class business. Top talents usually works for purpose not pay. U cant win them over with a weak vision. best in class - $CSU.TO $TOI.V https://t.co/3TW4073hk1 best in class - $CSU.TO $TOI.V https://t.co/3TW4073hk1"  
[X Link](https://x.com/zeroxpectation/status/1915279209540575257)  2025-04-24T05:38Z [---] followers, 11.3K engagements


"$ULVR Ben & Jerrys headache -autonomous governance structure -controversial political activism -low operating margin (2% vs groups 18%) -strategic misalignment -brand mgmt complexity B&J contributed 13% of total sales. The spin-off is expected to be completed by end [----]. Unilever lays down the law after Ben & Jerrys woke founders try to buy back brand https://t.co/ied0xos27I https://t.co/OFUad4p1Tr Unilever lays down the law after Ben & Jerrys woke founders try to buy back brand https://t.co/ied0xos27I https://t.co/OFUad4p1Tr"  
[X Link](https://x.com/zeroxpectation/status/1915547251432448299)  2025-04-24T23:23Z [---] followers, [---] engagements


"$ATD $3382 deal update Having access to 7-Eleven's financials marks a more serious phase. However antitrust issues & closing certainty concerns remain major hurdles. The deal's fate is expected to become clearer in the coming weeks potentially after Seven & i's late-May AGM"  
[X Link](https://x.com/zeroxpectation/status/1923120588765245806)  2025-05-15T20:57Z [---] followers, [---] engagements


"$WDFC valuation matters (stuck for [--] yrs) High valuation (40x PE in 2018) vs modest growth Limited growth investment (68% payout) Regional performance disparities Mkt saturation & competition How long can a bullet-proof stock stay in the 40x PE club without accelerated growth"  
[X Link](https://x.com/zeroxpectation/status/1929256908860309949)  2025-06-01T19:21Z [---] followers, [---] engagements


"$MA [----] [----] GDV $1.9t $9.8t # cards 814m (11% global pop) 3.2b (39%) peaked GDV/card $2.3k $3.1k OPM 5.5% 55% buyback $0.5b (13% mkt cap) $11b (3%) 18Y CAGR GDV +10% # cards +8% GDV/card +2% annualized stock return +30% What might the next [----] years look like"  
[X Link](https://x.com/zeroxpectation/status/1933209425860571624)  2025-06-12T17:06Z [---] followers, [---] engagements


"Who has the lowest productivity Thats likely where most of the job cuts will come from. $AMZN $NVDA $META $MSFT $GOOG $AAPL $TCEHY $SSNLF $TSM $SAP $AMZN"  
[X Link](https://x.com/zeroxpectation/status/1935871877626712098)  2025-06-20T01:26Z [---] followers, [---] engagements


"@patientinvestt Imagine the potential snapback in the stock if the deal falls through $ATD"  
[X Link](https://x.com/zeroxpectation/status/1939757471398338836)  2025-06-30T18:46Z [---] followers, [---] engagements


"$PVF.UN a moderately leveraged play to Blookfield complex Mar25 portfolio: 4% cash 83% $BN 20% $BAM 6% Brookfield Wealth Solutions 5% others -18% debt+pref shares liabilities/assets: 18% investment income/expenses ratio: 2x plus 5Y cagr: $PVF.UN +23% vs $BN +11% vs $BAM +20%"  
[X Link](https://x.com/zeroxpectation/status/1941237868531417120)  2025-07-04T20:49Z [---] followers, [---] engagements


"Key distinctions $ACN global reach strategy+tech+design big enterprises peers: McKinsey Big4 fast-moving centralized $GIB Canada & Europe centric traditional IT outsourcing govt regulated sectors peers: IBM regional IT firms conservative decentralized"  
[X Link](https://x.com/zeroxpectation/status/1941245391317631148)  2025-07-04T21:19Z [---] followers, [---] engagements


"The story of $IBKR founder Thomas Peterffy He arrived in NYC with $100 and no Englishthen built the first fully automated Nasdaq trader. Now his firm moves billions daily. Want the story He arrived in NYC with $100 and no Englishthen built the first fully automated Nasdaq trader. Now his firm moves billions daily. Want the story"  
[X Link](https://x.com/zeroxpectation/status/1941745179570078086)  2025-07-06T06:25Z [---] followers, [---] engagements


"$VHI is acquiring Novari for $43.6M at 3.6x ARR making the deal appear accretive relative on sales basis to $VHIs 6.5x FY26 revenue multiple. Novari is near adjusted EBITDA breakeven"  
[X Link](https://x.com/zeroxpectation/status/1942259229039173865)  2025-07-07T16:27Z [---] followers, [---] engagements


"$CSU goodwill 10% of assets 5y past cagr 24% 3y forward cagr 15-20% 6x sales $TYL goodwill 50% of assets 5y past cagr 15% 3Y forward cagr HSD 12x sales Pick your poison wisely. Not an investment advice. How much would you pay for an acquisition $CSU vs $TYL CSU: IRR 24.8% No way 25% or walk away. Tyler: In [----] acquired Courthouse Tech. CFO noted "price wouldn't have mattered" because they could roll out the jury selection software across thousands of courts nationwide https://t.co/eQDj2etFaB How much would you pay for an acquisition $CSU vs $TYL CSU: IRR 24.8% No way 25% or walk away. Tyler:"  
[X Link](https://x.com/zeroxpectation/status/1945199557752840490)  2025-07-15T19:11Z [---] followers, [---] engagements


"@RedshirtInsight $ATD is likely going to pop tomorrow especially if they announce the resumption of their share buybacks"  
[X Link](https://x.com/zeroxpectation/status/1945659692895928425)  2025-07-17T01:39Z [---] followers, [---] engagements


"$ATD $5401 Side note: convenience stores are seen as key infrastructure due to their support role during natural disasters in Japan"  
[X Link](https://x.com/zeroxpectation/status/1945686356967260624)  2025-07-17T03:25Z [---] followers, [---] engagements


"$ATD as we have predicted https://x.com/zeroxpectation/status/1945659692895928425 BREAKING: Alimentation Couche-Tard $ATD.to after stopping the acquisition process for 7-Eleven has reinstated its share buyback program for the year. Authorized to purchase up to 10% (or 77M) of outstanding shares which stand at 948M. https://t.co/RH7dRVYxh3 https://x.com/zeroxpectation/status/1945659692895928425 BREAKING: Alimentation Couche-Tard $ATD.to after stopping the acquisition process for 7-Eleven has reinstated its share buyback program for the year. Authorized to purchase up to 10% (or 77M) of"  
[X Link](https://x.com/zeroxpectation/status/1947358278138188176)  2025-07-21T18:09Z [---] followers, [---] engagements


"@bluephoenix009 Is the market pricing implying that every car owner will have a charging station at home including apartment dwellers"  
[X Link](https://x.com/zeroxpectation/status/1955299349665288394)  2025-08-12T16:04Z [---] followers, [---] engagements


"Mental exercise on AI disruption in software: horizontal: higher rise of AI commoditization vertical: more defensible due to specialization Could AI reduce differentiation or create new moats How fast could AI adoption realistically reshape workflows $MSFT $CRM $ADBE $CSU $ROP"  
[X Link](https://x.com/zeroxpectation/status/1968049481406091404)  2025-09-16T20:28Z [---] followers, [---] engagements


"Why did $BRK.A $BRK.B $RBK share count increase What did I miss here"  
[X Link](https://x.com/zeroxpectation/status/1968718941229838539)  2025-09-18T16:49Z [---] followers, [----] engagements


"The primary gap between AI mindshare and adoption is tech and organizational readiness. Many firms are still grappling with cloud ERP and security modernization while data preparedness remains nascent. Generations of leaders and the workforce require new skills. $ACN $GIB"  
[X Link](https://x.com/zeroxpectation/status/1979593674653872530)  2025-10-18T17:01Z [---] followers, [---] engagements


"Greed destroys investing no matter how skilled we are at picking stocks. Only when we detach can we evaluate opportunities objectively free from emotion and ego. A minimalist life grants unlimited firepowerpatience a long horizon and higher tolerance for volatility and pain"  
[X Link](https://x.com/zeroxpectation/status/1980032397749125495)  2025-10-19T22:04Z [---] followers, [---] engagements


"Its not about whether AI is disrupting softwareits about how management responds. As with past disruptions the key is investing in leaders who can navigate a changing landscape. AI disruption is no exception giving capable management a chance to accelerate market share gains"  
[X Link](https://x.com/zeroxpectation/status/1980033651451805966)  2025-10-19T22:09Z [---] followers, [---] engagements


"Visionary founders are invaluable but few companies outlive them. Human nature leans toward self-interest and it takes rare humility and foresight to build a lasting legacy. When you find such companies pay close attention even if the valuation seems high"  
[X Link](https://x.com/zeroxpectation/status/1981049277087674494)  2025-10-22T17:25Z [---] followers, [---] engagements


"Oftentimes each of $CSU software subsidiaries is much smaller than the clients they serveunlike many software giants whose clients are typically smaller than the company itself. 1/ Yet another Constellation Software 🧵 Mark Miller on how much VMS costs for their customers: "Its infinitesimally small like it can be [---] percent. And Ill say to our team if we can make that [----] percent weve grown 20% inside that particular customer." $csu $csu.to 1/ Yet another Constellation Software 🧵 Mark Miller on how much VMS costs for their customers: "Its infinitesimally small like it can be [---] percent."  
[X Link](https://x.com/zeroxpectation/status/1981054596857663697)  2025-10-22T17:46Z [---] followers, [---] engagements


"The culture of creating legacies that outlast an exit has been ingrained at all levels of $CSU from the start. Mark Leonards departure is just one of many. Even after exiting many founders stay as mentorssharing invaluable free wisdom (no pricey consultants needed). Visionary founders are invaluable but few companies outlive them. Human nature leans toward self-interest and it takes rare humility and foresight to build a lasting legacy. When you find such companies pay close attention even if the valuation seems high. Visionary founders are invaluable but few companies outlive them. Human"  
[X Link](https://x.com/zeroxpectation/status/1981058582981611968)  2025-10-22T18:02Z [---] followers, [---] engagements


"I asked ChatGPT how S&P500 will react if AI proves to be 50% less effective than the market thinks"  
[X Link](https://x.com/zeroxpectation/status/1981744126833099174)  2025-10-24T15:26Z [---] followers, [---] engagements


"The tension between scaling an asset management business & achieving superior returns is a paradox. Successful asset gatherers offer comfort & broad appeal while great investors please no oneembracing volatility & contrarian positions that challenge the crowd. Who are you"  
[X Link](https://x.com/zeroxpectation/status/1981823219859698179)  2025-10-24T20:40Z [---] followers, [---] engagements


"That echoes a point Ive made often 99% of companies are uninvestable. The markets Darwinism makes it more resilient than any firm led by fallible mortal managers. Few sustain great leadership across generations. Human fragility is easily overlooked when things are going well. This is wild: ALL net wealth in the US stock market since [----] has been generated by just 3.44% of companies. To put this differently 97% of all stocks have barely contributed to long-term shareholder wealth creation. The top 1.88% of companies reflect 90% of total gains. https://t.co/vqlw2gjPEV This is wild: ALL net"  
[X Link](https://x.com/zeroxpectation/status/1983201576169943339)  2025-10-28T15:57Z [---] followers, [---] engagements


"$MSCI: AI (a Godsend) is going to help us scale up 1000x more in the next 5-7 years in data sets. vs $SPGI sales/shr 5y cagr: 9% vs 11% sales/staff: 1.4x more GPM FY25: 82% vs 69% more overseas biz (more volatile) less M&A more leverage 2x more SBC % sales P/E FY25: both 34x"  
[X Link](https://x.com/zeroxpectation/status/1983248390889853275)  2025-10-28T19:03Z [---] followers, [----] engagements


"$SHW Q3 weak volume & strong price gains (balancing act) in a soft mkt good time to accelerate consolidation when smaller players struggle cutting deep into SG&A-temporary pause of 401(k) match softer-for-longer choppy outlook Not cheap 32x P/E priced for eps recovery in 2026+"  
[X Link](https://x.com/zeroxpectation/status/1983261440976035865)  2025-10-28T19:55Z [---] followers, [---] engagements


"The market will start distinguishing chip infrastructure firms $NVDA $TSMC $ASML $MU from application players $MSFT $ADBE $CRM $GOOG $META $AMZN more if/when capex slows & ROI faces more scrutiny. Productivity gains will endure but hype will fade revealing the true AI winners"  
[X Link](https://x.com/zeroxpectation/status/1983658035328512467)  2025-10-29T22:11Z [---] followers, [---] engagements


"$SPGI AI defensibility edge: over 95% of revenue is generated from proprietary and highly curated/enhanced data making the company highly defensible against generative AI models trained on public data"  
[X Link](https://x.com/zeroxpectation/status/1983907662246113507)  2025-10-30T14:43Z [---] followers, [---] engagements


"$MA is moving early into Agentic Commerce integrating w/ AI agents ahead of disruption. CEO announced their first Agentic transaction this quarter. Agent Pay enables secure no-code AI transactions at scale w/ partners like OpenAI $GOOG Cloudflare & $WMT driving adoption"  
[X Link](https://x.com/zeroxpectation/status/1983924384357085669)  2025-10-30T15:50Z [---] followers, [---] engagements


"$CSU is going to get more volatile. $TOI.V $LMN.V"  
[X Link](https://x.com/zeroxpectation/status/1984047575360794696)  2025-10-30T23:59Z [---] followers, [----] engagements


"With management fees leverage costs and basis risk investors rarely achieve a true [--] return. $CSU $CSUU $CSU is going to get more volatile. $TOI.V $LMN.V https://t.co/EaE8F6MeDM $CSU is going to get more volatile. $TOI.V $LMN.V https://t.co/EaE8F6MeDM"  
[X Link](https://x.com/zeroxpectation/status/1984114538220777647)  2025-10-31T04:25Z [---] followers, [----] engagements


"@AngelListBets Market prices in some M&A growth for $CSU based on its historical pace tho results may vary. In contrast $TYL seems to have limited M&A priced in given its uneven deal history. With rising dry powder & willingness to pursue equity-funded deals $TYLs growth could outpace $CSU"  
[X Link](https://x.com/zeroxpectation/status/1984118254348980369)  2025-10-31T04:40Z [---] followers, [---] engagements


"The past [--] years dont necessarily predict the next [--]. Maybe the next stretch will blow them all away against all odds. The market can party far longer than I can keep up. What's after AI Some say AI is humanitys last invention. What do I know $VOO $SPY $IVV"  
[X Link](https://x.com/zeroxpectation/status/1984344481475289249)  2025-10-31T19:39Z [---] followers, [---] engagements


"$RACE inspires the dream of many while delivering the dream of few. Its bond w/ motorsports fans runs deeper than any other brands reinforcing its brand exclusivity & inclusivity. It attracts hundreds of millions of fans & nearly a million pilgrims to Maranello & Modena annually"  
[X Link](https://x.com/zeroxpectation/status/1984385340988408258)  2025-10-31T22:21Z [---] followers, [---] engagements

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