LunarCrush LLM | creator/twitter::1550241618455830528/posts

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[@blankspacenom](/creator/twitter/blankspacenom)
"@TripleGateCaptl Why"  
[X Link](https://x.com/blankspacenom/status/1967687668227248434) [@blankspacenom](/creator/x/blankspacenom) 2025-09-15T20:31Z XXX followers, XXX engagements


"@JamieCDubya @evfcfaddict $TW and consequently LSEGs stake has gotten demolished over the past few months Sometimes its not that deep"  
[X Link](https://x.com/blankspacenom/status/1968968035953233937) [@blankspacenom](/creator/x/blankspacenom) 2025-09-19T09:18Z XXX followers, XXX engagements


"@evfcfaddict @heikoboehmer @ValueInvestoren Funnier bit is that they raised IMCD to OW in the same note"  
[X Link](https://x.com/blankspacenom/status/1965782289801204099) [@blankspacenom](/creator/x/blankspacenom) 2025-09-10T14:19Z XXX followers, XXX engagements


"@evfcfaddict @heikoboehmer @ValueInvestoren They explained RV compression & IMCD prob does have slightly more capacity for M&A today. Just so strange to trade either of these on Qs IMO"  
[X Link](https://x.com/blankspacenom/status/1965783867165647209) [@blankspacenom](/creator/x/blankspacenom) 2025-09-10T14:26Z XXX followers, XXX engagements


"@faan85 @evfcfaddict @heikoboehmer @ValueInvestoren As for fair price does GDP++ growth in an asset light business deserve to trade at a LDD% FCFY Just look at historical return composition at IMCD going back to the IPO (i.e. organic M&A multiple expansion). Not exactly a secret that these are very good businesses"  
[X Link](https://x.com/blankspacenom/status/1966862980576145741) [@blankspacenom](/creator/x/blankspacenom) 2025-09-13T13:54Z XXX followers, 6598 engagements


"Has anyone seen good/differentiated research on $MKTX / $TW Most of the sell side doesnt understand these co. but lots of disclosures so wondering if theres a good Substack Ive missed"  
[X Link](https://x.com/blankspacenom/status/1973759716129169826) [@blankspacenom](/creator/x/blankspacenom) 2025-10-02T14:39Z 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.]

@blankspacenom "@TripleGateCaptl Why"
X Link @blankspacenom 2025-09-15T20:31Z XXX followers, XXX engagements

"@JamieCDubya @evfcfaddict $TW and consequently LSEGs stake has gotten demolished over the past few months Sometimes its not that deep"
X Link @blankspacenom 2025-09-19T09:18Z XXX followers, XXX engagements

"@evfcfaddict @heikoboehmer @ValueInvestoren Funnier bit is that they raised IMCD to OW in the same note"
X Link @blankspacenom 2025-09-10T14:19Z XXX followers, XXX engagements

"@evfcfaddict @heikoboehmer @ValueInvestoren They explained RV compression & IMCD prob does have slightly more capacity for M&A today. Just so strange to trade either of these on Qs IMO"
X Link @blankspacenom 2025-09-10T14:26Z XXX followers, XXX engagements

"@faan85 @evfcfaddict @heikoboehmer @ValueInvestoren As for fair price does GDP++ growth in an asset light business deserve to trade at a LDD% FCFY Just look at historical return composition at IMCD going back to the IPO (i.e. organic M&A multiple expansion). Not exactly a secret that these are very good businesses"
X Link @blankspacenom 2025-09-13T13:54Z XXX followers, 6598 engagements

"Has anyone seen good/differentiated research on $MKTX / $TW Most of the sell side doesnt understand these co. but lots of disclosures so wondering if theres a good Substack Ive missed"
X Link @blankspacenom 2025-10-02T14:39Z XXX followers, XXX engagements