[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.] [@TLM_Capital](/creator/twitter/TLM_Capital) "A thread explaining my portfolio 👇🏽 $CSU $TPL $RMS $RACE $NVR $MKL $KNSL $DNP $DNP.WA $HEI $HEI.A $KKR $INTU $APO $PLUS $ENX $FICO $STRL $ODFL $BRK.A $BRK.B Tencent $CPRT $ADDT $INDT $LAGR $SGN $ABS $PNP $PNP.TO $NORBT"  [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1938186878395494400) 2025-06-26 10:45:36 UTC XXX followers, 1382 engagements "Thanks a lot Noted. If any other company comes to mind feel free to share. Always looking to add more to the quality watchlist. Lets keep building a strong community of long-term compounder-minded investors here on Twitter. $FFH.TO is a solid one"  [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1939080502364848129) 2025-06-28 21:56:32 UTC XXX followers, XXX engagements "📚 LIBRARY UPDATE As you know Im uploading One Pages of the worlds best compounders in the link shared in the second tweet of this thread Until now ✔ Constellation Software $CSU $CSU.TO ✔ Texas Pacific Land $TPL Just added ➕ Lagercrantz $LAGR ➕ Dino Polska $DNP $DNP.WA"  [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1940774683152208378) 2025-07-03 14:08:36 UTC XXX followers, XXX engagements "Its not that Topicus $TOI.V might become the next Constellation Software $CSU $CSU.TO its that its already becoming it. Same DNA same playbook and a long runway ahead. If you believe in compounding this story deserves your full attention"  [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1940392180411150575) 2025-07-02 12:48:41 UTC XXX followers, XXX engagements "Im collecting annual letters from the top serial acquirers. Mark Leonard $CSU $CSU.TO is the most famous but others like Lars Stenlund (former CEO of Vitec $VITB.ST $VIT $VITB) and current CEO Olle Bckman are also worth reading. - $LAGR - $INDT - $ADDT Also included"  [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1945008847229169813) 2025-07-15 06:33:40 UTC XXX followers, 1608 engagements "Check out the list and the profile in general. The work being done is incredible. A huge source of both inspiration and above all information. The fact that it includes companies like $SGN $SGN.WA and $NORBT says a lot about how deep the research really goes 👇🏽"  [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1942949784979173852) 2025-07-09 14:11:41 UTC XXX followers, XXX engagements "🧵 Heres my long-term investment portfolio: $CSU $TPL $RMS $RACE $NVR $MKL $KNSL $DNP $DNP.WA $HEI $HEI.A $KKR $INTU $APO $PLUS $ENX $FICO $STRL $ODFL $BRK.A $BRK.B Tencent $CPRT $ADDT $INDT $LAGR $SGN $ABS $PNP $PNP.TO $NORBT Details below 👇"  [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1938185393884529011) 2025-06-26 10:39:42 UTC XXX followers, 1534 engagements "🔎 What kind of businesses Vertical software ( $CSU $ADDT $INDT) Infrastructure & logistics ( $STRL $ODFL $TPL) Global luxury ( $RMS $RACE) Private equity / capital allocators ( $KKR $APO $MKL) Scalable tech with network effects ( $INTU $FICO Tencent)"  [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1938185403678273942) 2025-06-26 10:39:44 UTC XXX followers, XXX engagements "🧠 My strategy blends: Long-term ownership mindset Opportunistic reinvestment during drawdowns Focus on quality + high return on capital Risk control via rising stop losses Valuation filter: FCF yield vs. 10Y Treasury"  [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1938185400595440020) 2025-06-26 10:39:43 UTC XXX followers, XXX engagements "Yes. Waste Connections $WCN $WCN.TO is in my investment universe and I recommend holding any company on that list if your plan is to invest for the long term"  [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1941150868709183901) 2025-07-04 15:03:26 UTC XXX followers, XXX engagements "Throughout the day Ill be adding more One Pages to the company list linked later in this thread. For now youll find Constellation Software $CSU $CSU.TO and Texas Pacific Land $TPL but more are already lined up and ready to go"  [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1940708966553772299) 2025-07-03 09:47:28 UTC XXX followers, XXX engagements "What do you think about HEICO Corporation $HEI Personally I see it as one of the most quietly outstanding compounders out thereniche aerospace high margins strong insider ownership and a decentralized M&A strategy thats worked for decades. A true quality compounder"  [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1939968656487715151) 2025-07-01 08:45:45 UTC XXX followers, 1218 engagements "You nailed it with the shareholder base How a company acts attracts certain investors and to win long term you need the right ones Dear Shareholder and Quality Shareholders highlight this well $LOTB.BR and $CSU are a great example: long-term focus strong reinvestment no noise"  [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1938937561361031472) 2025-06-28 12:28:33 UTC XXX followers, XXX engagements "I dont think buying Pinetree $PNP $PNP.TO at these prices is a bad idea Everyone says it trades at too big a premium over NAV. But what really stands out here is the management. Doesnt it sound like Berkshire $BRK.B and Warren Buffett Now take a look at the PB ratio of both"  [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1941150024345530669) 2025-07-04 15:00:05 UTC XXX followers, XXX engagements "Patience. Let the experts do their job. The management team has an excellent track record. One or a few bad quarters dont mean the business is in decline. Anyone who sold $CSU $CSU.TO and stopped trusting Mark Leonard when things got tough must be regretting it. Its the same"  [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1945496295918973352) 2025-07-16 14:50:37 UTC XXX followers, 1087 engagements "Look at margins ROIC and key metrics. Not saying $SAIA is a bad stock (I just wouldn't own it) but I prefer the best in the industry: $ODFL. Its rivals spend heavily to gain share but $ODFL wins every time thanks to unbeatable capital allocation"  [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1943319523756753342) 2025-07-10 14:40:54 UTC XXX followers, XXX engagements "I also hold niche under-the-radar plays: 🎯 $DNP $SGN $ABS $PNP $NORBT They dominate small verticals too trivial for copycats which gives them pricing power and durability"  [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1938185406173806813) 2025-06-26 10:39:45 UTC XXX followers, XXX engagements "$ADDT and $LAGR are probably the two serial acquirers from Sweden that interest me the most. Theres a lot to learn from both"  [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1945496840964595980) 2025-07-16 14:52:47 UTC XXX followers, XXX 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.]
@TLM_Capital
"A thread explaining my portfolio 👇🏽 $CSU $TPL $RMS $RACE $NVR $MKL $KNSL $DNP $DNP.WA $HEI $HEI.A $KKR $INTU $APO $PLUS $ENX $FICO $STRL $ODFL $BRK.A $BRK.B Tencent $CPRT $ADDT $INDT $LAGR $SGN $ABS $PNP $PNP.TO $NORBT"
@TLM_Capital on X 2025-06-26 10:45:36 UTC XXX followers, 1382 engagements
"Thanks a lot Noted. If any other company comes to mind feel free to share. Always looking to add more to the quality watchlist. Lets keep building a strong community of long-term compounder-minded investors here on Twitter. $FFH.TO is a solid one" @TLM_Capital on X 2025-06-28 21:56:32 UTC XXX followers, XXX engagements
"📚 LIBRARY UPDATE As you know Im uploading One Pages of the worlds best compounders in the link shared in the second tweet of this thread Until now ✔ Constellation Software $CSU $CSU.TO ✔ Texas Pacific Land $TPL Just added ➕ Lagercrantz $LAGR ➕ Dino Polska $DNP $DNP.WA" @TLM_Capital on X 2025-07-03 14:08:36 UTC XXX followers, XXX engagements
"Its not that Topicus $TOI.V might become the next Constellation Software $CSU $CSU.TO its that its already becoming it. Same DNA same playbook and a long runway ahead. If you believe in compounding this story deserves your full attention" @TLM_Capital on X 2025-07-02 12:48:41 UTC XXX followers, XXX engagements
"Im collecting annual letters from the top serial acquirers. Mark Leonard $CSU $CSU.TO is the most famous but others like Lars Stenlund (former CEO of Vitec $VITB.ST $VIT $VITB) and current CEO Olle Bckman are also worth reading. - $LAGR - $INDT - $ADDT Also included" @TLM_Capital on X 2025-07-15 06:33:40 UTC XXX followers, 1608 engagements
"Check out the list and the profile in general. The work being done is incredible. A huge source of both inspiration and above all information. The fact that it includes companies like $SGN $SGN.WA and $NORBT says a lot about how deep the research really goes 👇🏽" @TLM_Capital on X 2025-07-09 14:11:41 UTC XXX followers, XXX engagements
"🧵 Heres my long-term investment portfolio: $CSU $TPL $RMS $RACE $NVR $MKL $KNSL $DNP $DNP.WA $HEI $HEI.A $KKR $INTU $APO $PLUS $ENX $FICO $STRL $ODFL $BRK.A $BRK.B Tencent $CPRT $ADDT $INDT $LAGR $SGN $ABS $PNP $PNP.TO $NORBT Details below 👇" @TLM_Capital on X 2025-06-26 10:39:42 UTC XXX followers, 1534 engagements
"🔎 What kind of businesses Vertical software ( $CSU $ADDT $INDT) Infrastructure & logistics ( $STRL $ODFL $TPL) Global luxury ( $RMS $RACE) Private equity / capital allocators ( $KKR $APO $MKL) Scalable tech with network effects ( $INTU $FICO Tencent)" @TLM_Capital on X 2025-06-26 10:39:44 UTC XXX followers, XXX engagements
"🧠 My strategy blends: Long-term ownership mindset Opportunistic reinvestment during drawdowns Focus on quality + high return on capital Risk control via rising stop losses Valuation filter: FCF yield vs. 10Y Treasury" @TLM_Capital on X 2025-06-26 10:39:43 UTC XXX followers, XXX engagements
"Yes. Waste Connections $WCN $WCN.TO is in my investment universe and I recommend holding any company on that list if your plan is to invest for the long term" @TLM_Capital on X 2025-07-04 15:03:26 UTC XXX followers, XXX engagements
"Throughout the day Ill be adding more One Pages to the company list linked later in this thread. For now youll find Constellation Software $CSU $CSU.TO and Texas Pacific Land $TPL but more are already lined up and ready to go" @TLM_Capital on X 2025-07-03 09:47:28 UTC XXX followers, XXX engagements
"What do you think about HEICO Corporation $HEI Personally I see it as one of the most quietly outstanding compounders out thereniche aerospace high margins strong insider ownership and a decentralized M&A strategy thats worked for decades. A true quality compounder" @TLM_Capital on X 2025-07-01 08:45:45 UTC XXX followers, 1218 engagements
"You nailed it with the shareholder base How a company acts attracts certain investors and to win long term you need the right ones Dear Shareholder and Quality Shareholders highlight this well $LOTB.BR and $CSU are a great example: long-term focus strong reinvestment no noise" @TLM_Capital on X 2025-06-28 12:28:33 UTC XXX followers, XXX engagements
"I dont think buying Pinetree $PNP $PNP.TO at these prices is a bad idea Everyone says it trades at too big a premium over NAV. But what really stands out here is the management. Doesnt it sound like Berkshire $BRK.B and Warren Buffett Now take a look at the PB ratio of both" @TLM_Capital on X 2025-07-04 15:00:05 UTC XXX followers, XXX engagements
"Patience. Let the experts do their job. The management team has an excellent track record. One or a few bad quarters dont mean the business is in decline. Anyone who sold $CSU $CSU.TO and stopped trusting Mark Leonard when things got tough must be regretting it. Its the same" @TLM_Capital on X 2025-07-16 14:50:37 UTC XXX followers, 1087 engagements
"Look at margins ROIC and key metrics. Not saying $SAIA is a bad stock (I just wouldn't own it) but I prefer the best in the industry: $ODFL. Its rivals spend heavily to gain share but $ODFL wins every time thanks to unbeatable capital allocation" @TLM_Capital on X 2025-07-10 14:40:54 UTC XXX followers, XXX engagements
"I also hold niche under-the-radar plays: 🎯 $DNP $SGN $ABS $PNP $NORBT They dominate small verticals too trivial for copycats which gives them pricing power and durability" @TLM_Capital on X 2025-06-26 10:39:45 UTC XXX followers, XXX engagements
"$ADDT and $LAGR are probably the two serial acquirers from Sweden that interest me the most. Theres a lot to learn from both" @TLM_Capital on X 2025-07-16 14:52:47 UTC XXX followers, XXX engagements