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[@retaox](/creator/twitter/retaox)
"The goings are tough in the auto collision world. $LKQ"  
[X Link](https://x.com/retaox/status/1952721160401035660) [@retaox](/creator/x/retaox) 2025-08-05T13:19Z 9806 followers, 1380 engagements


"For the next X years Walled Gardens is the majority growth driver"  
[X Link](https://x.com/retaox/status/1979924319984562476) [@retaox](/creator/x/retaox) 2025-10-19T14:55Z 9806 followers, XXX engagements


"Looks like near term bankruptcy risk is off the table for $SABR after Hospitality Solutions sale and extending debt maturity to 2029"  
[X Link](https://x.com/retaox/status/1956575309018345770) [@retaox](/creator/x/retaox) 2025-08-16T04:34Z 9805 followers, 2410 engagements


"CTV constitutes XX% of $DV's total measurement impressions growing XX% YoY"  
[X Link](https://x.com/retaox/status/1977746299899294003) [@retaox](/creator/x/retaox) 2025-10-13T14:40Z 9806 followers, 9068 engagements


"Customers of $DV cannot buy the pre-bid product without buying the post-bid measurement. You need to give data to gather data. Classic data collection business bundling ala $VRSK"  
[X Link](https://x.com/retaox/status/1979926255978889395) [@retaox](/creator/x/retaox) 2025-10-19T15:02Z 9806 followers, XXX engagements


"The Agency and Execution segment allows customers like financial orgs of industrial companies and smaller hedge funds to buy and sell futures of commodities to manage volatility in their raw material"  
[X Link](https://x.com/retaox/status/1975218945931231481) [@retaox](/creator/x/retaox) 2025-10-06T15:17Z 9804 followers, XXX engagements


"DSP's charge around XX% of transaction fee. Measurement players like $DV charge X% on top of that"  
[X Link](https://x.com/retaox/status/1979930717514502639) [@retaox](/creator/x/retaox) 2025-10-19T15:20Z 9804 followers, XXX engagements


"I'm finding it hard to find deals in this bull market. Are you any finding any companies that will grow EPS XX% CAGR over the next X years trading for less than XX P/E"  
[X Link](https://x.com/retaox/status/1939337039272648773) [@retaox](/creator/x/retaox) 2025-06-29T14:55Z 9807 followers, 40.7K engagements


"Arm chair prediction: $RAMP will get acquired by a strategic buyer before 2030. Identity is just too valuable to be left alone in a smaller Switzerland"  
[X Link](https://x.com/retaox/status/1958541022767484946) [@retaox](/creator/x/retaox) 2025-08-21T14:45Z 9807 followers, XXX engagements


"Always a good sign when management uses the term "Owners" and not "Shareholders". $WISE $WIZEY"  
[X Link](https://x.com/retaox/status/1971241411019407849) [@retaox](/creator/x/retaox) 2025-09-25T15:52Z 9807 followers, 5378 engagements


"Clearing segment basically takes on the financial risk of clearing these trades. Clearing mandated by regulations in certain jurisdictions like Europe. Some customers want to pay up for clearing to reduce counter party risk. Clearing is the capital intensive part of $MRX"  
[X Link](https://x.com/retaox/status/1975219267856744682) [@retaox](/creator/x/retaox) 2025-10-06T15:19Z 9802 followers, XXX engagements


"Microsoft Advertising is sharing publisher customer data to $DV"  
[X Link](https://x.com/retaox/status/1979034435283542432) [@retaox](/creator/x/retaox) 2025-10-17T03:59Z 9807 followers, XXX engagements


"There is no such thing as value-tech investing. The "Orbital Velocity" for a tech company is XX% topline revenue growth. The moment a company decelerates below that competitive forces of the fast moving tech industry will swallow it. Revenue growth trumps all in tech"  
[X Link](https://x.com/retaox/status/1979196005967888805) [@retaox](/creator/x/retaox) 2025-10-17T14:41Z 9807 followers, XXX engagements


""its highly unlikely it will build or buy a DSP. If it did go down that road its inevitable it would be cut out of the big DSP.""  
[X Link](https://x.com/retaox/status/1978462501344854187) [@retaox](/creator/x/retaox) 2025-10-15T14:06Z 9805 followers, XXX engagements


"$META opened up Threads data to $DV"  
[X Link](https://x.com/retaox/status/1979032633095946712) [@retaox](/creator/x/retaox) 2025-10-17T03:52Z 9804 followers, XXX engagements


"For walled gardens like Meta Google Snap and TikTok they have to do direct server side integrations. Although there's higher vendor concentration these integrations are oligopolistic and have wider moat"  
[X Link](https://x.com/retaox/status/1979903596423528516) [@retaox](/creator/x/retaox) 2025-10-19T13:32Z 9805 followers, XXX engagements


"What good is having duopolistic infrastructure with captive customers if industry revenues have been growing only marginally above inflation $CP $CNR.TO $BRK.B $UNP $NSC $CSX"  
[X Link](https://x.com/retaox/status/1915578927168598263) [@retaox](/creator/x/retaox) 2025-04-25T01:29Z 9803 followers, 11.2K engagements


"Activation and Measurement segments constitute XX% of their business"  
[X Link](https://x.com/retaox/status/1977949841717141816) [@retaox](/creator/x/retaox) 2025-10-14T04:09Z 9804 followers, XXX engagements


"All FCF goes towards M&A and buyback"  
[X Link](https://x.com/retaox/status/1978106958277173571) [@retaox](/creator/x/retaox) 2025-10-14T14:33Z 9804 followers, 1040 engagements


"The conflict of interest in $DV buying Scibids is worth serious consideration. You can't have the referred also be a coach for one of the teams. I understand why they did it. But the whiff of bias is not worth it"  
[X Link](https://x.com/retaox/status/1978454859285192714) [@retaox](/creator/x/retaox) 2025-10-15T13:36Z 9804 followers, 1047 engagements


"For Open Web injecting a piece of measurement JS code as part of the ad worked. But for mobile apps they had to use Open Measurement SDK to share the infrastructure with IAS and MOAT"  
[X Link](https://x.com/retaox/status/1979899483883209126) [@retaox](/creator/x/retaox) 2025-10-19T13:16Z 9803 followers, XXX engagements


"$MRX thinks its recent acceleration in growth is coming from increased participation from retail investors in trading options and futures"  
[X Link](https://x.com/retaox/status/1973373993596907606) [@retaox](/creator/x/retaox) 2025-10-01T13:06Z 9803 followers, 5761 engagements


"$DV has a transaction based pricing model. Largely doesn't rely on price growth"  
[X Link](https://x.com/retaox/status/1977950403372204349) [@retaox](/creator/x/retaox) 2025-10-14T04:11Z 9803 followers, 1048 engagements


"$DV pays XX% cut to DSPs for facilitating the transaction. Today SSPs like Magnite don't charge Measurement Players like $DV if Advertisers are directly buying from the SSP"  
[X Link](https://x.com/retaox/status/1979930838797074582) [@retaox](/creator/x/retaox) 2025-10-19T15:21Z 9804 followers, XXX engagements


"$SNAP is sharing attention metrics like dwell time eye gaze to $DV. A first first for Social. Will be a strong proof point if they get Meta next. Meta already has onboarded for measurement for feeds and reels"  
[X Link](https://x.com/retaox/status/1979036204784922690) [@retaox](/creator/x/retaox) 2025-10-17T04:06Z 9806 followers, 1800 engagements


"$DV is in the business of driving volume up and selling newer products to the existing customers. They can't afford to increase prices and take a chance of losing customers to IAS or worse make way for new entrant"  
[X Link](https://x.com/retaox/status/1979931549777756430) [@retaox](/creator/x/retaox) 2025-10-19T15:24Z 9806 followers, 1029 engagements