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[@WTCM3](/creator/twitter/WTCM3)
"DiDi dominance: XX% China ride-sharing market share on the back of network effects (6MM daily drivers and 20MM DAUs) compared to Amaps 2MM daily drivers and 8MM daily active riders) $DIDIY $BABA cc: $UBER"  
[X Link](https://x.com/WTCM3/status/1958624583856398538) [@WTCM3](/creator/x/WTCM3) 2025-08-21T20:17Z 12.8K followers, 1475 engagements


"most hated outperformer in banking $CBA"  
[X Link](https://x.com/WTCM3/status/1955323683561418919) [@WTCM3](/creator/x/WTCM3) 2025-08-12T17:41Z 12.8K followers, 4083 engagements


"RCG 2Q25 $MSA $TECH $MU $DG $FERG $BLDR"  
[X Link](https://x.com/WTCM3/status/1955970510132539543) [@WTCM3](/creator/x/WTCM3) 2025-08-14T12:31Z 12.8K followers, 1484 engagements


""We have yet to speak to a Ferrari customer that has expressed an interest in purchasing a fully electric Ferrari model." $RACE"  
[X Link](https://x.com/WTCM3/status/1974169156238127238) [@WTCM3](/creator/x/WTCM3) 2025-10-03T17:46Z 12.8K followers, 2023 engagements


"on $GE $RTX competitive advantages cc: Hanwha Aero $012450 KS"  
[X Link](https://x.com/WTCM3/status/1797258184597324111) [@WTCM3](/creator/x/WTCM3) 2024-06-02T13:25Z 12.8K followers, 10.8K engagements


"20y TVC (BVPS growth + DPS) CAGR vs. TVC vol $ACGL $PGR $TRV cc: $BRK"  
[X Link](https://x.com/WTCM3/status/1902821406817259567) [@WTCM3](/creator/x/WTCM3) 2025-03-20T20:35Z 12.8K followers, 4798 engagements


"spirits Nielsen data remains brutal $DGE $RI $CPR"  
[X Link](https://x.com/WTCM3/status/1928433292048474297) [@WTCM3](/creator/x/WTCM3) 2025-05-30T12:48Z 12.8K followers, 6857 engagements


"Keyence $6861 GP/employee FY10-25A"  
[X Link](https://x.com/WTCM3/status/1936049313899331908) [@WTCM3](/creator/x/WTCM3) 2025-06-20T13:11Z 12.8K followers, 1560 engagements


"BAML rebuttal to "four key misconceptions crippling Publicis stock" $PUB $OMC $WPP $META $GOOGL $ACN"  
[X Link](https://x.com/WTCM3/status/1955284261193351426) [@WTCM3](/creator/x/WTCM3) 2025-08-12T15:04Z 12.8K followers, 1523 engagements


""Hainan duty free sell-out data was -X% for July marking the 32nd consecutive month of declines and a small deterioration from the -X% in 2Q25" $OR $EL $MC $4911"  
[X Link](https://x.com/WTCM3/status/1961045204170891556) [@WTCM3](/creator/x/WTCM3) 2025-08-28T12:36Z 12.8K followers, 1606 engagements


""The DMI is +36% vs. YE24 and if you exclude the small fractions of data centers that are in that $500MM range you're still +26%. So that just underpins the level of demand that's out there and we look forward to seeing those projects & planning progress to starts." $AHT $URI"  
[X Link](https://x.com/WTCM3/status/1963619639180579250) [@WTCM3](/creator/x/WTCM3) 2025-09-04T15:06Z 12.8K followers, 1571 engagements


"Keyence CROCI/ROE decomp 2009-2029E"  
[X Link](https://x.com/WTCM3/status/1970928786976989566) [@WTCM3](/creator/x/WTCM3) 2025-09-24T19:10Z 12.8K followers, 1640 engagements


"$CGNX CFO on Keyence $6861: "a Japanese company with a not very Japanese business model.""  
[X Link](https://x.com/WTCM3/status/1971204359473201637) [@WTCM3](/creator/x/WTCM3) 2025-09-25T13:25Z 12.8K followers, 1319 engagements


""The bureaus don't simply 'pass-on' the score and charge a mark-up for nothing; they calculate & process the score on their data. resellers obtaining direct would need to adapt processes to compute the $FICO score themselves (using data from the bureaus)" cc: $EFX $TRU $EXPN"  
[X Link](https://x.com/WTCM3/status/1973825954943545368) [@WTCM3](/creator/x/WTCM3) 2025-10-02T19:02Z 12.8K followers, 2821 engagements


"Metso CEO: "I think there is a lot of benefits coming from the fact that as I said where Epiroc stops we start and we have the full flow sheet with different options even inside" $METSO $EPIA"  
[X Link](https://x.com/WTCM3/status/1974190759546151034) [@WTCM3](/creator/x/WTCM3) 2025-10-03T19:12Z 12.8K followers, 1614 engagements


""Echelon's approach replaces human consultants with AI agents trained by elite ServiceNow experts from top consulting firms" $NOW cc: $ACN"  
[X Link](https://x.com/WTCM3/status/1977363666543501661) [@WTCM3](/creator/x/WTCM3) 2025-10-12T13:20Z 12.8K followers, 5792 engagements


"assume deep familiarity with the $WISE business model - is the below concerning why or why not"  
[X Link](https://x.com/WTCM3/status/1963302817545777169) [@WTCM3](/creator/x/WTCM3) 2025-09-03T18:07Z 12.8K followers, 3081 engagements


"U.S. cement/aggregates/RM pricing 2010-present $VMC $MLM $EXPN $AMRZ $CRH"  
[X Link](https://x.com/WTCM3/status/1967933659937419446) [@WTCM3](/creator/x/WTCM3) 2025-09-16T12:48Z 12.8K followers, 1792 engagements


"FactSet $FDS: "FY25's +5% marked more than XX consecutive years of top-line growth." 10%/9% FCF/share CAGR over trailing 10/20y and yet. Tim Koller pls advise"  
[X Link](https://x.com/WTCM3/status/1970136817333838134) [@WTCM3](/creator/x/WTCM3) 2025-09-22T14:43Z 12.8K followers, 1644 engagements


"treasury volatility now lowest since 2021 $TW XX% off peak cc: $LSEG"  
[X Link](https://x.com/WTCM3/status/1970144153485844681) [@WTCM3](/creator/x/WTCM3) 2025-09-22T15:12Z 12.8K followers, 1792 engagements


"c-store opex 2009-present: "credit-card fees surged XXXX% in 2024 the steepest growth area driven by higher swipe volumes as customers shift toward card and mobile payments" $CSY $ATD $MUSA cc: $V $MA"  
[X Link](https://x.com/WTCM3/status/1971198979519258713) [@WTCM3](/creator/x/WTCM3) 2025-09-25T13:03Z 12.8K followers, 1516 engagements


"on Tesco share gains $TSCO"  
[X Link](https://x.com/WTCM3/status/1972681912255705406) [@WTCM3](/creator/x/WTCM3) 2025-09-29T15:16Z 12.8K followers, 1359 engagements


"on $WISE vs. Stripe multi currency accounts"  
[X Link](https://x.com/WTCM3/status/1974983532146794501) [@WTCM3](/creator/x/WTCM3) 2025-10-05T23:42Z 12.8K followers, 1917 engagements


""electronification seems to have generally slowed which in addition to other factors has resulted in $TW and $MKTX trading at the lowest multiples in many years" cc: $LSEG"  
[X Link](https://x.com/WTCM3/status/1975289478240739527) [@WTCM3](/creator/x/WTCM3) 2025-10-06T19:58Z 12.8K followers, 1913 engagements


"brokers at 5y low rel val $WTW $MMC $BRO $AJG $AON"  
[X Link](https://x.com/WTCM3/status/1975545309770989649) [@WTCM3](/creator/x/WTCM3) 2025-10-07T12:54Z 12.8K followers, 1871 engagements


"nothing says hyperscale like a 5y negative return $DHR $TMO $A $RGEN"  
[X Link](https://x.com/WTCM3/status/1976277124098162927) [@WTCM3](/creator/x/WTCM3) 2025-10-09T13:22Z 12.8K followers, 1998 engagements


""bellweathers" for 3Q25 $WCN $LMT $AMD $KO $PCAR"  
[X Link](https://x.com/WTCM3/status/1980275143273238671) [@WTCM3](/creator/x/WTCM3) 2025-10-20T14:09Z 12.8K followers, 1626 engagements