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[@IrrationalMrkts](/creator/twitter/IrrationalMrkts)
"What an incredible quarter for Aritzia 👀 Revenue: +33% to $663M U.S. sales: +45% (62% of total) Retail: +34% eComm: +30% Gross margin: +320bps to XXXX% Adj. EBITDA: +77% to $95M (14.4% margin) Net income: +168% to $42M $ATZ.TO $ATZAF"  
![@IrrationalMrkts Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1254855041493528576.png) [@IrrationalMrkts](/creator/x/IrrationalMrkts) on [X](/post/tweet/1943419609845240052) 2025-07-10 21:18:36 UTC 29.4K followers, 6597 engagements


"@iancassel Briggs and Riley or Travel Pro"  
![@IrrationalMrkts Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1254855041493528576.png) [@IrrationalMrkts](/creator/x/IrrationalMrkts) on [X](/post/tweet/1947038534336200922) 2025-07-20 20:58:55 UTC 29.4K followers, 1032 engagements


"Zedcor with another update validating the growth story: - XX% Tower fleet growth YoY - Maintaining utilizations rates XX% - Production increased to XX units/week - Maintaining targets of 2500 units by EOY and adding 2000 in 2026 $ZDC.V $ZDCAF"  
![@IrrationalMrkts Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1254855041493528576.png) [@IrrationalMrkts](/creator/x/IrrationalMrkts) on [X](/post/tweet/1942956610579751192) 2025-07-09 14:38:49 UTC 29.4K followers, 8069 engagements


"7 High-Quality Canadian Businesses: X. Brookfield Asset Management $BAM X. Constellation Software Inc. $CSU.TO X. Alimentation Couche Tard $ATD.TO X. Atlas Engineered Products $AEP.V X. Lumine Group $LMN.V X. $TOI.V X. Aritzia $ATZ.TO Who else"  
![@IrrationalMrkts Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1254855041493528576.png) [@IrrationalMrkts](/creator/x/IrrationalMrkts) on [X](/post/tweet/1743044255784837444) 2024-01-04 22:58:29 UTC 29.4K followers, 25.2K engagements


"My current holdings and concentration levels: Aritzia $ATZ.TO Atlas Engineered Products $AEP.V Biorem $BRM.V CanadaBis Capital $CANB.V Dino Polska $DNP.WA Evolution $EVVTY Teqnion $TEQ.ST Thermal Energy International $TMG.V Topicus $TOI.V Zedcor $ZDC.V Cash"  
![@IrrationalMrkts Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1254855041493528576.png) [@IrrationalMrkts](/creator/x/IrrationalMrkts) on [X](/post/tweet/1766857811869282370) 2024-03-10 16:05:03 UTC 29.4K followers, 40.1K engagements


"@KyleAdamsStocks @TrentBlair19 X. $ATZ.TO Aritzia X. $TOI.V Topicus X. $ZDC.V Zedcor X. $DNP.WA Dino Polska X. $TEQ.ST Teqnion"  
![@IrrationalMrkts Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1254855041493528576.png) [@IrrationalMrkts](/creator/x/IrrationalMrkts) on [X](/post/tweet/1931297545093030308) 2025-06-07 10:29:51 UTC 29.4K followers, 1556 engagements


"Total returns for 2024 were XXXXX% Concentration levels: $ATZ.TO XX% $ZDC.V XX% $BRM.V XX% $TOI.V X% $AEP.V X% $TEQ.ST X.% $DNP.WA X% $TMG.V X% $NRP X% X% $BQE.V X.% $LMN.V X% $HASH.V X% Cash 12%"  
![@IrrationalMrkts Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1254855041493528576.png) [@IrrationalMrkts](/creator/x/IrrationalMrkts) on [X](/post/tweet/1874516453363454377) 2025-01-01 18:02:03 UTC 29.4K followers, 21.9K engagements


"@ArneUlland A few that I own: $ATZ.TO $DNP.WA $LMN.V $TOI.V $TEQ.ST $TVK.TO Tonnes of microcaps too but Im not sure they would meet your definition of quality"  
![@IrrationalMrkts Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1254855041493528576.png) [@IrrationalMrkts](/creator/x/IrrationalMrkts) on [X](/post/tweet/1909106111929868576) 2025-04-07 04:49:01 UTC 29.4K followers, 1666 engagements


"Some of the top Serial Acquirers and their returns as of 2021. $CSU.TO $DHR $DOV $ROP $AME $HEI $IND.ST $TYL $DPLM.L $TDG $FSV $RTO.L $ROL $LIFCO-B.ST $ADDT-B.ST $ALIF-B.ST $LAGR-B.ST $AMH $WCN $BYD.TO $SITE $CIGI.TO $NIBE-B.ST $INSTAL.ST $BLD $IBP"  
![@IrrationalMrkts Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1254855041493528576.png) [@IrrationalMrkts](/creator/x/IrrationalMrkts) on [X](/post/tweet/1717208958488699023) 2023-10-25 15:58:14 UTC 29.4K followers, 27.3K engagements


"Portfolio holdings and concentration levels today: $NRP $TVK.TO $BQE.V $LMN.V $DNP.WA $TMG.V $TEQ.ST $AEP.V $BRM.V $TOI.V $ZDC.V $ATZ.TO"  
![@IrrationalMrkts Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1254855041493528576.png) [@IrrationalMrkts](/creator/x/IrrationalMrkts) on [X](/post/tweet/1857116712388202773) 2024-11-14 17:41:42 UTC 29.4K followers, 15K engagements