[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.]

[@TheCapitalist24](/creator/twitter/TheCapitalist24)
"In a competitive sector but the company has allocated its capital extremely well In addition to its growth $DKS have buyback XX% of its outstanding shares over XX years and increased its dividend from $XXXX in 2016 to $XXXX in 2025 Boring Businesses Create Wealth"  
[X Link](https://x.com/TheCapitalist24/status/1969011462812107059) [@TheCapitalist24](/creator/x/TheCapitalist24) 2025-09-19T12:11Z XXX followers, XXX engagements


"$MUSA is at a 52-week low. The company is paying a low dividend and massively buying back its outstanding shares reducing the float by XX% over a decade The 5-year average ROIC for Murphy USA is significantly higher than the average for the S&P 500"  
[X Link](https://x.com/TheCapitalist24/status/1935046808566382786) [@TheCapitalist24](/creator/x/TheCapitalist24) 2025-06-17T18:48Z XXX followers, 1184 engagements


"A few months ago the automotive industry was being shunned by investors. Despite a cyclical sector with low profitability I believe there were opportunities. Some companies like $GNTX $MG.TO and $LNR.TO are the best in the industry in my opinion"  
[X Link](https://x.com/TheCapitalist24/status/1948748536020934929) [@TheCapitalist24](/creator/x/TheCapitalist24) 2025-07-25T14:13Z XXX followers, 1466 engagements


"$CNR.TO is worth watching. The company is near its 5-year low. The fundamentals are excellent. Aside from the sector which requires a lot of investment and debt its an oligopoly in Canada with $CP.TO"  
[X Link](https://x.com/TheCapitalist24/status/1968317354141786391) [@TheCapitalist24](/creator/x/TheCapitalist24) 2025-09-17T14:13Z XXX followers, XXX engagements


"$BF is down XX% over X years. The company has the best balance sheet a popular brand portfolio and the family holds XX% of the voting power. The recovery is uncertain but in a diversified portfolio it's a bet I'd be willing to take"  
[X Link](https://x.com/TheCapitalist24/status/1971617911254176109) [@TheCapitalist24](/creator/x/TheCapitalist24) 2025-09-26T16:48Z XXX followers, XXX engagements


"1/2 $CNR is at the lowest ratios in XX years The company is growing slowly (2-4%) per year. It is clear that a rise in the stock through fundamentals is impossible apart from an acquisition. So you need multiple expansion I estimate that to outperform the best price is 105$"  
[X Link](https://x.com/TheCapitalist24/status/1972687222898901231) [@TheCapitalist24](/creator/x/TheCapitalist24) 2025-09-29T15:37Z XXX followers, XXX engagements


"2/2 On the other hand if you are looking for income $CNR.TO meets all the criteria for a conservative investment with good balance sheet & many years of increasing dividends. The dividend yield exceeds $CASH.TO. You have income in addition to growth potential"  
[X Link](https://x.com/TheCapitalist24/status/1972687225994301620) [@TheCapitalist24](/creator/x/TheCapitalist24) 2025-09-29T15:37Z XXX followers, XXX engagements


"On this list some stocks have fallen to reasonable levels in recent years. I'm thinking of $PAYC which fell to $XXX. Or $ULTA in March which fell to $XXX. When valuation is cheap there are always problems; The investor need to determine if they are temporary or permanent"  
[X Link](https://x.com/TheCapitalist24/status/1972703601458847969) [@TheCapitalist24](/creator/x/TheCapitalist24) 2025-09-29T16:42Z XXX followers, XXX engagements