[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.]

[@At50w50882](/creator/twitter/At50w50882)
"@gekkoadvisors @marc_slans $CP is the only rail that I think could outperform $WCN over any reasonably long time period. That is mostly due to KCS deal + terrific management. Waste is far less cyclical than rails - one could argue that deserves premium multiple"  
[X Link](https://x.com/At50w50882/status/1956825339176292363) [@At50w50882](/creator/x/At50w50882) 2025-08-16T21:08Z XXX followers, XXX engagements


"@themattharbaugh Everyone makes mistakes. But Akres take on $MSCIs mgmt was dumbfounding. Even back in 2010-2011 Fernandez was considered to be great CEO with stellar track record. It was not at all fuzzy. I think Akre wanted to sell $MSCI and found the justification afterwards"  
[X Link](https://x.com/At50w50882/status/1972012088777449715) [@At50w50882](/creator/x/At50w50882) 2025-09-27T18:54Z XXX followers, XXX engagements


"@Mindset4Money_X $AMZN clearly has the least shareholder-friendly management team of Mag-7. Jassy has shown no ability to create value. His track record for shareholders is abysmal easily the worst of the group. Bezos has checked out. Is anyone at $AMZN advocating for shareholders"  
[X Link](https://x.com/At50w50882/status/1976414985745318173) [@At50w50882](/creator/x/At50w50882) 2025-10-09T22:30Z XXX followers, XXX engagements


"@marc_slans I really think Jassy/Olsavsky are the worst mgmt team in big tech. AWS losing share in the business that made Jassy. Olsavsky is a dud as CFO esp for company the size of $AMZN. Neither seems to care about the atrocious stock performance. Internal morale in the dumps"  
[X Link](https://x.com/At50w50882/status/1979248521891942808) [@At50w50882](/creator/x/At50w50882) 2025-10-17T18:09Z XXX followers, XXX engagements


"@Divergent7651 Everyone wants to say $TDG is comp but tough to be serious when $TDG has almost 2x margin. Dont get me wrong $HON Aero is very solid biz just not in same ballpark as $TDG"  
[X Link](https://x.com/At50w50882/status/1943667081708286335) [@At50w50882](/creator/x/At50w50882) 2025-07-11T13:41Z XXX followers, 1498 engagements


"@jay_21_ Malone entities thrived on HF ownership and worship of all things John Malone. But after the beating in basically all his names (save for $FWONK) the HFs have pretty much moved on. Too much leverage for mutual funds. Without HFs these entities are dead money"  
[X Link](https://x.com/At50w50882/status/1959816163539701999) [@At50w50882](/creator/x/At50w50882) 2025-08-25T03:12Z XXX followers, XXX engagements


"@ErnestWongBWM What is the best business in the Malone universe I would guess $FWONK by long shot and that was one of the most recent additions. Also Malone has some terrible CEOs - Zaslav at $WBD and Fries at $LBTYK. $LILA has been nightmare (know several smart guys who got torched on it)"  
[X Link](https://x.com/At50w50882/status/1965170518145094021) [@At50w50882](/creator/x/At50w50882) 2025-09-08T21:48Z XXX followers, XXX engagements


"@mply_cap $HEI should not trade at such a large premium to $TDG. It is a price disruptor which the market loves but it lives underneath the umbrella of high prices set on AM parts by the OEMs. $TDG has pricing power; $HEI does not (has to undercut the OEMs on AM parts to win volumes)"  
[X Link](https://x.com/At50w50882/status/1969468193660969361) [@At50w50882](/creator/x/At50w50882) 2025-09-20T18:26Z XXX followers, XXX engagements


"@gordocap18 Always liked $MCO more than $SPGI because greater % of EBITDA comes from CRA. Valuation looks decent here but $MCO is pretty fully sized for me so I usually wont add unless things get really stupid. Happy to hold through this volatility"  
[X Link](https://x.com/At50w50882/status/1970973584119169532) [@At50w50882](/creator/x/At50w50882) 2025-09-24T22:08Z XXX followers, XXX engagements


"@gordocap18 That said I think there is sneaky margin upside in the next X years from AI benefits for both companies. CRAs should be printing 90-95% incremental margins leveraging AI to keep labor costs in check"  
[X Link](https://x.com/At50w50882/status/1970974134315430105) [@At50w50882](/creator/x/At50w50882) 2025-09-24T22:10Z XXX followers, XXX engagements


"@gordocap18 Big plus in my book is capex is predictable (no big cycles like with the cloud names) & capital allocation is straightforward - dividends + buybacks. Makes $MCO any easy name to hold long term without fussing too much"  
[X Link](https://x.com/At50w50882/status/1970974674654986568) [@At50w50882](/creator/x/At50w50882) 2025-09-24T22:12Z XXX followers, XXX engagements


"@DimitryNakhla This is spot on. $TDG is not a typical company that regularly repurchases shares regardless of price. It is very deliberate with its buyback program waiting for highly favorable/opportunistic prices. Mgmt certainly believes that $1250/sh is an attractive price"  
[X Link](https://x.com/At50w50882/status/1979656268987170958) [@At50w50882](/creator/x/At50w50882) 2025-10-18T21:10Z XXX followers, 1056 engagements


"@mply_cap Your premise is fundamentally flawed. $MCO and $SPGI are not competitors. Issuers need credit ratings from both agencies to get the best interest rates. It is not an either/or. There is virtually no point to get ratings from just one and not the other"  
[X Link](https://x.com/At50w50882/status/1980057310517948636) [@At50w50882](/creator/x/At50w50882) 2025-10-19T23:43Z XXX followers, XXX engagements


"@gordocap18 Low to mid teens IRR is highly likely here for $SPGI (over 5+ year timeframe). Interesting to compare $SPGI against comp of $MCO + $MSCI where you create the same CRA and index exposures. All great businesses but I think Fernandez stands out as top dog CEO"  
[X Link](https://x.com/At50w50882/status/1980088521948819812) [@At50w50882](/creator/x/At50w50882) 2025-10-20T01:47Z XXX followers, 1113 engagements


"@Investor_NICK_ Olsavsky will say something on the earnings call that sounds slightly negative or cautious triggering big sell off in $AMZN"  
[X Link](https://x.com/At50w50882/status/1980359721740800406) [@At50w50882](/creator/x/At50w50882) 2025-10-20T19:45Z XXX followers, XXX engagements


"@EricJhonsa I think if AWS revenue growth does not accelerate in 3Q lots of people will see their $AMZN investment thesis break. What will add fuel to the fire is if Azure and GCP continue to accelerate revenue growth while AWS revenue growth remains stagnant"  
[X Link](https://x.com/At50w50882/status/1980405768332710229) [@At50w50882](/creator/x/At50w50882) 2025-10-20T22:48Z XXX followers, XXX engagements