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[@WTCM3](/creator/twitter/WTCM3)
""Very few players in financial data have successfully created this closed-loop flywheel between B2B underwriting and B2C distribution" $EXPN cc: $EFX"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1945172730992595343) 2025-07-15 17:24:53 UTC 12.8K followers, 2062 engagements


"(logic) litho demand/intensity debate $ASML cc: $TSM $INTC $005930 $MU $000660"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1945536707446689841) 2025-07-16 17:31:12 UTC 12.8K followers, 14.6K engagements


"on the Epiroc 'migration' (and re-rating) $EPIA $ATCOA cc: $METSO"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1943378728353947665) 2025-07-10 18:36:09 UTC 12.8K followers, 1778 engagements


"Jed Weiss on Marsh & Azbil as "non-traditional defensives" $MMC $6845"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1855962771789111575) 2024-11-11 13:16:21 UTC 12.8K followers, 1694 engagements


"U.S. alcohol inventory/sales 1992-present $DGE $RI $BF $ABI $STZ"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1891461818826047641) 2025-02-17 12:16:53 UTC 12.8K followers, 26.5K engagements


"Porsche CEO: "Our business model which has served us well for many decades no longer works in its current form" $P911"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1946187187290063138) 2025-07-18 12:35:58 UTC 12.8K followers, 18.7K engagements


"Campari revisions and thus premium erosion $CPR"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1920847989246923083) 2025-05-09 14:27:02 UTC 12.8K followers, 1933 engagements


""The median cost of insuring a Skoda is now XX% higher than the cheapest Ferrari quote in a UK market that appears poorly focused on profitability" cc: $ADM"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1947432854385725952) 2025-07-21 23:05:48 UTC 12.8K followers, 2113 engagements


""HF EU luxury positioning is at historical lows since 2018" $MC $RMS $BC $KER $CFR"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1899927223336886515) 2025-03-12 20:55:23 UTC 12.8K followers, 9363 engagements


""data from Nexans suggests that the European grid is 45-50 years old the most obsolete in the world""  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1927804098969051213) 2025-05-28 19:08:08 UTC 12.8K followers, 4359 engagements


"U.S. beer share 2023 vs. 2018 $BUD $TAP $STZ $HEIA"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1795793473833992662) 2024-05-29 12:25:03 UTC 12.8K followers, 3204 engagements


""IAA has abated market share erosion to Copart since its last customer loss in 2023 (accounting for X% of sales) and has even managed to claw back some market share wins in recent quarters" $RBA $CPRT $KAR"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1935016134694097172) 2025-06-17 16:46:12 UTC 12.8K followers, 3632 engagements


"select businesses with seemingly real/durable 'proprietary tech stack' comp advantage; others (most interested in those outside of the IT GICS) $ADYEN $WISE $MNDY $GRMN $IMCD $DSV $CPRT $MELI $SNOW cc: $ADBE"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1925923671412969667) 2025-05-23 14:35:59 UTC 12.8K followers, 13.9K engagements


"the fallability of comparing current to historical average multiples via Wolters Kluwer $WKL"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1843378823339094484) 2024-10-07 19:52:14 UTC 12.8K followers, 2505 engagements


"spirits Nielsen data remains brutal $DGE $RI $CPR"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1928433292048474297) 2025-05-30 12:48:20 UTC 12.8K followers, 6724 engagements


"higher value tests/modalities + acclerating outsourcing of lab services & diagnostic imaging + M&A acumen = Sonic Healthcare revenue growth $SHL AU"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1680604699089666052) 2023-07-16 15:45:59 UTC 12.8K followers, 4073 engagements


""In fact keeping non-AI demand flat at $471B through 2030 would translate into global chip demand $1.2T in 2030. even with litho intensity declining to XXXX% (on XX% WFE intensity) $ASML would be able to meet the mid-point of its 2030 guide""  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1940753342495707211) 2025-07-03 12:43:48 UTC 12.8K followers, 10.8K engagements


"McKinsey China luxury 2019: "Young Chinese consumers view ownership and affiliation with designer brands as a form of social capital not just something to wear but a lifestyle choice." Half of post-1990 consumers just started buying luxury good last year"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1121763695690780672) 2019-04-26 13:11:21 UTC 12.8K followers, XX engagements


"on Repligen C/GT & AAV fears $RGEN $SRPT $VRTX $PFE"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1939657144866947224) 2025-06-30 12:07:55 UTC 12.8K followers, 3263 engagements


"prop-cat reinsurance pricing 1990-2025 $HNR $ACGL $MUV $RNR $EG"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1942578778657427497) 2025-07-08 13:37:26 UTC 12.8K followers, 1650 engagements


""The US cement market is typically short with an average 10-25% of US consumption made of imports over the last XX years. this typically implies a strong level of pricing power for the industry with prices increasing by 60-70% in the last XX years" $CRH $EXP $SUM $AMRZ"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1938220339181637725) 2025-06-26 12:58:33 UTC 12.8K followers, 4404 engagements


"MS Brands on $CPR $RKT $UMG exits in 4Q24 and sale of $DHR on valuation cc: $ACN $SAP $BKNG $AZO"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1887565863739363492) 2025-02-06 18:15:45 UTC 12.8K followers, 4340 engagements


""pathways to relevance" $NVDA $WCN $NOW $ALC"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1943292028336345110) 2025-07-10 12:51:38 UTC 12.8K followers, 2836 engagements


"Marcus Morris-Eyton (AB PM) on three European industrial biz models with "durable sources of LT growth potential": (1) services/aftermarket providers like Weir (2) serial acquiriers like Beijer Ref and (3) 'digital transformers' like Schneider $WEIR $BEIJB $SU"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1914420560731545642) 2025-04-21 20:46:44 UTC 12.8K followers, 2806 engagements


""the possession of reliable evidenced-based data will become even more essential as AI applications become more widely available" $WKL"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1891093549292171561) 2025-02-16 11:53:31 UTC 12.8K followers, 2513 engagements


"on Danaher integration playbook: "it didn't spring forth from brilliance. it sprung forth from a fair amount of humility in writing down basically what worked and what didn't work" $DHR"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1935785027037536655) 2025-06-19 19:41:30 UTC 12.8K followers, 8659 engagements


"WFE share by application 2010-2026E (via $IT) $AMAT $ASML"  
![@WTCM3 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1081240896975204352.png) [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1943302262467518708) 2025-07-10 13:32:18 UTC 12.8K followers, 3496 engagements