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[@TimelessCpnd](/creator/twitter/TimelessCpnd)
"AI just split the cooling business into two lanes: Macro vs. Micro. The Macro-Cooling: Carrier $CARR build the massive chillers outside to deliver the cold water. The Micro-Cooling crew: Vertiv $VRT and Schneider $SU.PA get that water inside the rack and up to the hot chips"  
[X Link](https://x.com/TimelessCpnd/status/1977377613619335455) [@TimelessCpnd](/creator/x/TimelessCpnd) 2025-10-12T14:15Z XXX followers, XXX engagements


"$crh reported Q2 2025 results: 🔸Revenue +6% EBITDA +9% 🔸Strong growth in international markets 🔸19 acquisitions YTD 🔸Debt rising but balance sheet still healthy Very solid quarter 💯 $VMC $MLM $HOLN.SW $HEI.DE $CX $EXP $BZU.MI"  
[X Link](https://x.com/TimelessCpnd/status/1953263081968095583) [@TimelessCpnd](/creator/x/TimelessCpnd) 2025-08-07T01:13Z XXX followers, XXX engagements


"Eaton's revenue mix (17% Data Centers & Distributed IT) shows it's not a pure-play like Vertiv. But $ETN has a beautifully diversified and balanced profile across Utilities Aerospace Commercial Industrial and more. ⚡✈🏠🏭 $VRT"  
[X Link](https://x.com/TimelessCpnd/status/1977112965947310414) [@TimelessCpnd](/creator/x/TimelessCpnd) 2025-10-11T20:43Z XXX followers, XXX engagements


"@Value_wizard @invest091 Crazy high quality. Own both $msci and $atco - was eying $Alfa"  
[X Link](https://x.com/TimelessCpnd/status/1948727883687456843) [@TimelessCpnd](/creator/x/TimelessCpnd) 2025-07-25T12:51Z XXX followers, XXX engagements


"People wonder why $SPGI $MSCI are down with $FDS Because theyre not just indices and/or ratingtheyre also massive data & analytics players. 📉💾"  
[X Link](https://x.com/TimelessCpnd/status/1968802648208879856) [@TimelessCpnd](/creator/x/TimelessCpnd) 2025-09-18T22:21Z XXX followers, XXX engagements


"Even with $FICO going direct on mortgage scores bureaus like $EFX still matter ✅ 🏠 Lenders need full credit files not just scores 🔗 Workflow + compliance integration 📊 Bundled fraud income & ID verification 💼 One-stop shop = less friction"  
[X Link](https://x.com/TimelessCpnd/status/1973798645926617412) [@TimelessCpnd](/creator/x/TimelessCpnd) 2025-10-02T17:14Z XXX followers, XXX engagements


"The game changed from just the score to the data. 🧠 EQUIFAX $EFX is bundling FREE proprietary income/employment data (The Work Number) with a cheaper VantageScore XXX to challenge $FICO Lenders are getting a fuller file not just a number"  
[X Link](https://x.com/TimelessCpnd/status/1976177714131501326) [@TimelessCpnd](/creator/x/TimelessCpnd) 2025-10-09T06:47Z XXX followers, XXX engagements


"Atlas Copco $ATCO a Swedish serial acquirer often overlooked: 🌍 Since start of the year: 🔸Acquired Indian Trident Pneumatics 🔸Bought Canadian VOL Industries 🔸Added Malaysian compressor distributor"  
[X Link](https://x.com/TimelessCpnd/status/1877443918926598149) [@TimelessCpnd](/creator/x/TimelessCpnd) 2025-01-09T19:54Z XXX followers, 1854 engagements


"1/ Robertet ( $RBT a French global leader in natural raw materials for fragrances & flavors) reported a +7.7% increase in H1 2025 revenue hitting XXXXX million 💰 That's +7.1% at constant scope and an impressive +9.2% organic growth at constant exchange rates 🚀"  
[X Link](https://x.com/TimelessCpnd/status/1949424322155532751) [@TimelessCpnd](/creator/x/TimelessCpnd) 2025-07-27T10:59Z XXX followers, XXX engagements


"$Otis - worried about the XX% drop in new equipment orders in China 📊Dont be not if you understand what really matters in the elevator industry. A Q2 deep dive on Otis vs. $KNYJF (Kone) vs. $SHLAF (Schindler) and why Otis still stands tall: 🧵"  
[X Link](https://x.com/TimelessCpnd/status/1949533269466521985) [@TimelessCpnd](/creator/x/TimelessCpnd) 2025-07-27T18:12Z XXX followers, 1959 engagements


"⚠ I fail to understand how you can reach such a conclusion especially with respect to Schindler vs Otis if you have properly compared Q2 results of the X main elevator players $otis $KNEBV $SCHP 🙄 My full review of the Q2 results on link below 👇"  
[X Link](https://x.com/TimelessCpnd/status/1949754102503657832) [@TimelessCpnd](/creator/x/TimelessCpnd) 2025-07-28T08:49Z XXX followers, 1332 engagements


"Eagle materials $EXP acquisition of Bullskin $152.5M delivered essentially most of Eagles Q1 aggregates growth: XXX% volume increase XX% price/ton rise. Full review of the results 👇👇💥 $MLM $VMC $CX"  
[X Link](https://x.com/TimelessCpnd/status/1950206284881354759) [@TimelessCpnd](/creator/x/TimelessCpnd) 2025-07-29T14:46Z XXX followers, XXX engagements


"Aside from the upcoming spin-off play Honeywell $HON holds a major stake in Quantinuum now valued at $10B after a $600M raise. Thats one of the cleanest public routes into quantum computing 🖥 Are you an owner and why"  
[X Link](https://x.com/TimelessCpnd/status/1977802696867577867) [@TimelessCpnd](/creator/x/TimelessCpnd) 2025-10-13T18:24Z XXX followers, 1095 engagements


"@DurableCreators Dev kantesariq in one podcast mentions this and takes precisely the $SPGI exemple to explain how some companies just deteriorate the overall quality of the business instead of staying focused"  
[X Link](https://x.com/TimelessCpnd/status/1978548614847742335) [@TimelessCpnd](/creator/x/TimelessCpnd) 2025-10-15T19:48Z XXX followers, XXX engagements


"💍💄💅 Kering set to offload its beauty division set up in 2023 (including Creed also acquired the same year) to LOral in a deal X bn ➡ Kering recently sold various luxury outlet properties to address a very high debt L'Oreal such an acquisition machine"  
[X Link](https://x.com/TimelessCpnd/status/1980001154969833779) [@TimelessCpnd](/creator/x/TimelessCpnd) 2025-10-19T20:00Z XXX followers, XXX engagements