[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@sidecarcap](/creator/twitter/sidecarcap) "What would pay off most You are the best in the world at:"  [@sidecarcap](/creator/x/sidecarcap) on [X](/post/tweet/1946590916745306335) 2025-07-19 15:20:15 UTC 24.6K followers, 10.2K engagements "Looking for the next Constellation Danaher etc is futile. A big reason they remained opportunities for so long is the business models were unique and hard to compare to others. The idiosyncrasies turned people off. The best performers of the future look equally wonky today"  [@sidecarcap](/creator/x/sidecarcap) on [X](/post/tweet/1938659184796680274) 2025-06-27 18:02:22 UTC 24.6K followers, 14.2K engagements "Investors often get disoriented during inflection points. The key is remembering prices (individual stocks and indexes) rip higher when sentiment goes from bad to less bad not bad to good"  [@sidecarcap](/creator/x/sidecarcap) on [X](/post/tweet/1947887791217774886) 2025-07-23 05:13:34 UTC 24.6K followers, 3539 engagements "Investing is an arrogant act. Buying a stock implies its price - set by thousands of well informed and highly incentivized market participants - is wrong. Understanding when the conditions are ripe for a company to be over or under valued is key to earning outsized returns. Over the past XX years investors have gone from not having enough information to having too much. The days of using scuttlebutt or analyzing arcane securities filings to gain an informational edge are over. Its common for companies worth trillions of dollars to have their market values fluctuate by XX% each year. How can"  [@sidecarcap](/creator/x/sidecarcap) on [X](/post/tweet/1938974214582837315) 2025-06-28 14:54:11 UTC 24.6K followers, 46.1K engagements "Investors on Constellation Software $CSU through the years: -Never heard of it -Its a bad business -Its a good business but they cant put large sums of money to work -Oh they can put large sums of money to work Whats the next chapter"  [@sidecarcap](/creator/x/sidecarcap) on [X](/post/tweet/1946227821762040275) 2025-07-18 15:17:26 UTC 24.6K followers, 7536 engagements "Constellation Software $CSU shareholders dont pay Mark Leonard a penny. Yet he woke up today thinking about how to make them wealthier. Not a bad deal"  [@sidecarcap](/creator/x/sidecarcap) on [X](/post/tweet/1902762541304222166) 2025-03-20 16:41:56 UTC 24.6K followers, 8823 engagements "Bob Kierlin are Steve Slaggie are the founders most closely tied to Fastenal $FAST and it appears they did a lot of the heavy lifting. But I find three others more intriguing - Michael Gostomski Jack Remick and Henry McConnon. Each put up 5-10%. By all accounts they were stand up guys yet stayed largely in the background. Their stakes grew to be worth hundreds of millions of dollars. Its so fascinating that the fulcrum in creating wealth isnt effort or contribution but simply owning equity in a business that becomes more valuable over time. The initial decision to invest was all it took"  [@sidecarcap](/creator/x/sidecarcap) on [X](/post/tweet/1947020910487351466) 2025-07-20 19:48:53 UTC 24.6K followers, 4826 engagements "The whole point of partnering with exceptional management is they create multiple ways for shareholders to win. You are often just one *unexpected* press release away from the stock gapping up and going on a huge run"  [@sidecarcap](/creator/x/sidecarcap) on [X](/post/tweet/1946950493441532256) 2025-07-20 15:09:04 UTC 24.6K followers, 4704 engagements "Often think how Buffett created a generation of value investors who would have been infinitely better off just buying Berkshire. What is todays equivalent"  [@sidecarcap](/creator/x/sidecarcap) on [X](/post/tweet/1939391187980538304) 2025-06-29 18:31:06 UTC 24.6K followers, 56.6K engagements "How Constellation & Topicus $TOI.V report results is the opposite of managing to earnings guidance. No frills no commentary just the facts"  [@sidecarcap](/creator/x/sidecarcap) on [X](/post/tweet/1920636984986374340) 2025-05-09 00:28:35 UTC 24.6K followers, 5989 engagements "Growing up this is what I thought investing would look like. The reality is reading Global Trailer Magazine"  [@sidecarcap](/creator/x/sidecarcap) on [X](/post/tweet/1944918745790734763) 2025-07-15 00:35:38 UTC 24.6K followers, 3583 engagements "This is an incredible passage about how the folks at Couche Tard $ATD.TO do deals:"  [@sidecarcap](/creator/x/sidecarcap) on [X](/post/tweet/1826084742216954203) 2024-08-21 02:31:44 UTC 24.6K followers, 35.1K engagements "Rare interview with Roper's Brian Jellison. We keep a low profile because theres no reason to keep a high one""  [@sidecarcap](/creator/x/sidecarcap) on [X](/post/tweet/1934102685277712591) 2025-06-15 04:16:28 UTC 24.6K followers, 18.8K engagements "Sizing up a CEO doesnt take special access psychological tests or FBI background checks. If an investor listens and watches carefully people give themselves away. What have they said and did they follow through How often do they communicate When they do is it technical jargon and double speak or are they a straight shooter Do they set realistic expectations and tell investors bad things they dont have to There are even clues in how they present themselves what they wear at conferences laugh at and in their lifestyle. I once worked on a project for a well-known founder. He was a billionaire"  [@sidecarcap](/creator/x/sidecarcap) on [X](/post/tweet/1943062618090152185) 2025-07-09 21:40:03 UTC 24.6K followers, 10.7K engagements "I hate wearing suits I hate wearing ties Im a restaurant guy"  [@sidecarcap](/creator/x/sidecarcap) on [X](/post/tweet/1946666202933112921) 2025-07-19 20:19:24 UTC 24.6K followers, 3592 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@sidecarcap
"What would pay off most You are the best in the world at:"
@sidecarcap on X 2025-07-19 15:20:15 UTC 24.6K followers, 10.2K engagements
"Looking for the next Constellation Danaher etc is futile. A big reason they remained opportunities for so long is the business models were unique and hard to compare to others. The idiosyncrasies turned people off. The best performers of the future look equally wonky today" @sidecarcap on X 2025-06-27 18:02:22 UTC 24.6K followers, 14.2K engagements
"Investors often get disoriented during inflection points. The key is remembering prices (individual stocks and indexes) rip higher when sentiment goes from bad to less bad not bad to good" @sidecarcap on X 2025-07-23 05:13:34 UTC 24.6K followers, 3539 engagements
"Investing is an arrogant act. Buying a stock implies its price - set by thousands of well informed and highly incentivized market participants - is wrong. Understanding when the conditions are ripe for a company to be over or under valued is key to earning outsized returns. Over the past XX years investors have gone from not having enough information to having too much. The days of using scuttlebutt or analyzing arcane securities filings to gain an informational edge are over. Its common for companies worth trillions of dollars to have their market values fluctuate by XX% each year. How can" @sidecarcap on X 2025-06-28 14:54:11 UTC 24.6K followers, 46.1K engagements
"Investors on Constellation Software $CSU through the years: -Never heard of it -Its a bad business -Its a good business but they cant put large sums of money to work -Oh they can put large sums of money to work Whats the next chapter" @sidecarcap on X 2025-07-18 15:17:26 UTC 24.6K followers, 7536 engagements
"Constellation Software $CSU shareholders dont pay Mark Leonard a penny. Yet he woke up today thinking about how to make them wealthier. Not a bad deal" @sidecarcap on X 2025-03-20 16:41:56 UTC 24.6K followers, 8823 engagements
"Bob Kierlin are Steve Slaggie are the founders most closely tied to Fastenal $FAST and it appears they did a lot of the heavy lifting. But I find three others more intriguing - Michael Gostomski Jack Remick and Henry McConnon. Each put up 5-10%. By all accounts they were stand up guys yet stayed largely in the background. Their stakes grew to be worth hundreds of millions of dollars. Its so fascinating that the fulcrum in creating wealth isnt effort or contribution but simply owning equity in a business that becomes more valuable over time. The initial decision to invest was all it took" @sidecarcap on X 2025-07-20 19:48:53 UTC 24.6K followers, 4826 engagements
"The whole point of partnering with exceptional management is they create multiple ways for shareholders to win. You are often just one unexpected press release away from the stock gapping up and going on a huge run" @sidecarcap on X 2025-07-20 15:09:04 UTC 24.6K followers, 4704 engagements
"Often think how Buffett created a generation of value investors who would have been infinitely better off just buying Berkshire. What is todays equivalent" @sidecarcap on X 2025-06-29 18:31:06 UTC 24.6K followers, 56.6K engagements
"How Constellation & Topicus $TOI.V report results is the opposite of managing to earnings guidance. No frills no commentary just the facts" @sidecarcap on X 2025-05-09 00:28:35 UTC 24.6K followers, 5989 engagements
"Growing up this is what I thought investing would look like. The reality is reading Global Trailer Magazine" @sidecarcap on X 2025-07-15 00:35:38 UTC 24.6K followers, 3583 engagements
"This is an incredible passage about how the folks at Couche Tard $ATD.TO do deals:" @sidecarcap on X 2024-08-21 02:31:44 UTC 24.6K followers, 35.1K engagements
"Rare interview with Roper's Brian Jellison. We keep a low profile because theres no reason to keep a high one"" @sidecarcap on X 2025-06-15 04:16:28 UTC 24.6K followers, 18.8K engagements
"Sizing up a CEO doesnt take special access psychological tests or FBI background checks. If an investor listens and watches carefully people give themselves away. What have they said and did they follow through How often do they communicate When they do is it technical jargon and double speak or are they a straight shooter Do they set realistic expectations and tell investors bad things they dont have to There are even clues in how they present themselves what they wear at conferences laugh at and in their lifestyle. I once worked on a project for a well-known founder. He was a billionaire" @sidecarcap on X 2025-07-09 21:40:03 UTC 24.6K followers, 10.7K engagements
"I hate wearing suits I hate wearing ties Im a restaurant guy" @sidecarcap on X 2025-07-19 20:19:24 UTC 24.6K followers, 3592 engagements