LunarCrush LLM | creator/twitter::1105091678648651777/posts

[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)
"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"  
[X Link](https://x.com/TLM_Capital/status/1941150868709183901) [@TLM_Capital](/creator/x/TLM_Capital) 2025-07-04T15:03Z XXX followers, 1087 engagements


"If youre looking for corporate quality theres one name you need to watch and its not Buffett. That name is Lawrence Cunningham. Think of examples like Markel $MKL and Constellation $CSU"  
[X Link](https://x.com/TLM_Capital/status/1971578813852348815) [@TLM_Capital](/creator/x/TLM_Capital) 2025-09-26T14:13Z XXX followers, XXX engagements


"Buybacks add value when done below intrinsic value. With Leonard gone culture is intact but will $CSU $CSU.TO launch buybacks Whats the upside if culture + repurchases align"  
[X Link](https://x.com/TLM_Capital/status/1971609645191176557) [@TLM_Capital](/creator/x/TLM_Capital) 2025-09-26T16:15Z XXX followers, 1624 engagements


"This message should be read by the board of Constellation Software $CSU $CSU.TO: Mark Leonards theory on share buybacks is wrong. The shareholder base he wants for the company (and successfully built) is not selling the stock. The vast majority are buying on this dip"  
[X Link](https://x.com/TLM_Capital/status/1971637673610957292) [@TLM_Capital](/creator/x/TLM_Capital) 2025-09-26T18:07Z XXX followers, 1110 engagements


"The current price narrative is largely driven by companies whose algorithms detect downward moves and amplify that trend at scale (as is the case with most market moves today). These players are not investors; they are speculators. $CSU $CSU.TO"  
[X Link](https://x.com/TLM_Capital/status/1971637813042204843) [@TLM_Capital](/creator/x/TLM_Capital) 2025-09-26T18:07Z XXX followers, 1145 engagements


"They dont care about improving companies or strengthening corporate governance across different countriesso forget them. Constellation $CSU $CSU.TO should be buying back its shares right now. I"  
[X Link](https://x.com/TLM_Capital/status/1971637974556463535) [@TLM_Capital](/creator/x/TLM_Capital) 2025-09-26T18:08Z XXX followers, 1146 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 "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"
X Link @TLM_Capital 2025-07-04T15:03Z XXX followers, 1087 engagements

"If youre looking for corporate quality theres one name you need to watch and its not Buffett. That name is Lawrence Cunningham. Think of examples like Markel $MKL and Constellation $CSU"
X Link @TLM_Capital 2025-09-26T14:13Z XXX followers, XXX engagements

"Buybacks add value when done below intrinsic value. With Leonard gone culture is intact but will $CSU $CSU.TO launch buybacks Whats the upside if culture + repurchases align"
X Link @TLM_Capital 2025-09-26T16:15Z XXX followers, 1624 engagements

"This message should be read by the board of Constellation Software $CSU $CSU.TO: Mark Leonards theory on share buybacks is wrong. The shareholder base he wants for the company (and successfully built) is not selling the stock. The vast majority are buying on this dip"
X Link @TLM_Capital 2025-09-26T18:07Z XXX followers, 1110 engagements

"The current price narrative is largely driven by companies whose algorithms detect downward moves and amplify that trend at scale (as is the case with most market moves today). These players are not investors; they are speculators. $CSU $CSU.TO"
X Link @TLM_Capital 2025-09-26T18:07Z XXX followers, 1145 engagements

"They dont care about improving companies or strengthening corporate governance across different countriesso forget them. Constellation $CSU $CSU.TO should be buying back its shares right now. I"
X Link @TLM_Capital 2025-09-26T18:08Z XXX followers, 1146 engagements