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[@StockCompil](/creator/twitter/StockCompil)
"Polen Focus Growth on CoStar Group $CSGP US Thesis: CoStar Group is a leading provider of commercial real estate information and analytics with high profit margins strong recurring revenue and significant growth potential especially from its emerging platform. (Extract from their Q4 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1911472035873665068) 2025-04-13 17:30:21 UTC 7751 followers, 1592 engagements


"Macquarie Value Fund on CSX Corp. $CSX US Thesis: CSX Corp. is a well-positioned North American railroad operator with attractive valuations operational efficiencies from precision scheduled railroading and strong cash flow attributes despite facing challenges from a declining coal market and competition. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1930648401974030570) 2025-06-05 15:30:23 UTC 7751 followers, 1306 engagements


"Stock Analysis Compilation #37 is in your inbox 🔥: XX free analyses from the best hedge funds newsletters and podcasts including : $AMZN $CDMO $BUR $CLMT $CDLX $CPNG $DPZ $FRMO $DNA $LFCR $MELI $META $NTDOY $NVDA $SAIA $SMP $TSLA $KR $VALE $VIK $XPOF and many more"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1783861086967509463) 2024-04-26 14:10:00 UTC 7748 followers, 2776 engagements


"Guinness Greater China on BYD $1211 HK Thesis: BYD is the world's largest electric vehicle company by sales volume holding a XX% market share in China and making significant strides in export markets particularly in Germany and the UK while benefiting from technological leadership and cost advantages. (Extract from their 05'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945113747774722388) 2025-07-15 13:30:30 UTC 7751 followers, 1089 engagements


"Alphyn Capital Management on Amazon $AMZN US Thesis: Inc is a self-funded compounding machine with a growing structural edge driven by AWS growth and an expanding advertising business while generating significant free cash flow to support investments in AI and connectivity. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945566712809525584) 2025-07-16 19:30:25 UTC 7750 followers, 1581 engagements


"Polen International Growth on Lonza Group $LONN SW Thesis: Lonza Group is a leading Swiss CDMO that provides essential services for biotech drug development and manufacturing positioned for mid-teens earnings growth over the next five years. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1937231782753058949) 2025-06-23 19:30:23 UTC 7746 followers, 2356 engagements


"Ennismore Global Equity Fund on Academedia AB $ACAD SS Thesis: Academedia AB is the largest independent education provider in Sweden poised for growth with a strong balance sheet and potential for significant upside as regulatory concerns dissipate. (Extract from their 04'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945174148084334969) 2025-07-15 17:30:31 UTC 7749 followers, 1275 engagements


"Royal London AM on Niox $NIOX LN Thesis: Niox's cutting-edge asthma diagnostics and recurring revenue model make it a scalable cash-rich Medtech leader poised for growth (Extract from their Q3 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1875539932917461474) 2025-01-04 13:49:00 UTC 7751 followers, 1200 engagements


"Arar fund on Basic Fit $BFIT its not impossible Basic Fit will be acquired by another company: with Planet Fitness eying expansion in Europe it might make sense for them to make their life easier (Extract from their Q1 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1786703818077417965) 2024-05-04 10:26:00 UTC 7746 followers, 2207 engagements


"SVN Capital on KKR $KKR US Thesis: KKR is well-positioned for capital deployment with $XXX billion in dry powder healthy capital raised and growing Adjusted Net Income anticipating a revival in deal markets as macro conditions stabilize. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945506338399719896) 2025-07-16 15:30:31 UTC 7746 followers, 1493 engagements


"Longleaf Partners International Fund on Lanxess $LXS GR Thesis: Lanxess is poised for significant upside potential due to strong demand a valuable but undervalued stake in the Envalior JV and upcoming debt reduction opportunities from a guaranteed exit in 2026. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1940040364712239352) 2025-07-01 13:30:41 UTC 7757 followers, 1989 engagements


"Lindsell Train on Sysmex $SSMXY US Thesis: Sysmex's dominant market position innovative growth strategies and strong fundamentals make it a resilient and attractive investment (Extract from their Q2 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1818319391299428686) 2024-07-30 16:15:00 UTC 7748 followers, 1554 engagements


"Baron International Growth on Adyen $ADYEN NA Thesis: Adyen is a Netherlands-based electronic payments platform with a unified technology stack organic growth and strong recurring revenues positioned for significant earnings growth in the expanding digital payment market. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1937171412084462051) 2025-06-23 15:30:30 UTC 7746 followers, 3943 engagements


"Rothschild & Co on Cadence Design Systems $CDNS US Thesis: Cadence is a leading provider of EDA software for semiconductor design positioned for double-digit growth and strong revenue visibility through recurring subscriptions. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1940432862794170845) 2025-07-02 15:30:20 UTC 7748 followers, 2023 engagements


"LRT Capital Management on Colliers International Group Inc. $CIGI US Thesis: Colliers International Group Inc. is a premier global leader in commercial real estate services distinguished by its decentralized structure and entrepreneurial culture that fosters local leadership aligning interests with long-term shareholders and promoting disciplined growth through stable high-margin business lines. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945868748063203356) 2025-07-17 15:30:36 UTC 7756 followers, 1040 engagements


"Tamim Fund Global High Conviction on Evonik Industries AG $EVK GY Thesis: Evonik Industries AG is a strong investment opportunity due to its solid performance in specialty chemicals operational efficiencies and attractive valuation despite its growth potential and strategic improvements. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1927719107895468462) 2025-05-28 13:30:25 UTC 7750 followers, 9159 engagements


"Upslope Capital on Chemring $CHG: (extract from their Q4 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1746175013592420741) 2024-01-13 14:19:00 UTC 7751 followers, XXX engagements


"Giverny Capital on Builders FirstSource $BLDR US Thesis: Builders FirstSource is a leading building products distributor poised for growth due to its efficient services and strong market position despite current obstacles in the housing market. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1929651846324359435) 2025-06-02 21:30:26 UTC 7751 followers, 13.8K engagements


"East72 Dynasty Trust on CK Hutchison $CKH HK Thesis: CK Hutchison is a family-controlled security trading at a significant discount poised for potential value enhancement through fundamental restructuring. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1947046447855067260) 2025-07-20 21:30:22 UTC 7757 followers, 1388 engagements


"Clearbridge Mid Cap Strategy on Microchip Technology $MCHP US Thesis: Microchip Technology is an attractive investment opportunity due to its recovering market share and business visibility following the return of its former CEO and recent stock weakness. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1934634676926193772) 2025-06-16 15:30:25 UTC 7749 followers, 1517 engagements


"Riverwater Small Cap Strategy on Warby Parker Inc. $WRBY US Thesis: Warby Parker Inc. is an attractive investment opportunity due to its strong revenue growth market share potential in the $XX billion US eyewear market and commitment to responsible business practices as a certified B Corp. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1930618261286068304) 2025-06-05 13:30:37 UTC 7750 followers, 1459 engagements


"Rothshild&Co LongRun Equity on MSCI $MSCI US Thesis: With unmatched profitability consistent XX% organic growth and masterful capital allocation under a visionary owner-operator MSCI stands out as a rare compounding machine poised for durable high-return expansion. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1942667566087876764) 2025-07-08 19:30:15 UTC 7757 followers, 4171 engagements


"Protean Funds on Boule Diagnostics $BOUL SS theres a good chance that his track record from Danaher-owned companies such as Radiometer could do wonders for Boule (Extract from their Q1 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1805528609240604760) 2024-06-25 09:09:00 UTC 7755 followers, 1819 engagements


"Royce IP on Johns Lyng Group $JLG AU Thesis: Johns Lyng Group is an integrated building services company in Australia that specializes in disaster recovery and essential services benefiting from a scalable business model and consistent demand due to climate-related events. (Extract from their article)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1944388953471123625) 2025-07-13 13:30:26 UTC 7744 followers, 1192 engagements


"Munro Global Growth Small Mid Cap Fund on Comfort Systems $FIX US Thesis: Comfort Systems is a leading provider of MEP building systems in the US poised for continued growth driven by strong construction demand and a skilled labor shortage while maintaining a focus on profitability employee retention and successful acquisitions. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945536536914563485) 2025-07-16 17:30:31 UTC 7754 followers, 1445 engagements


"TCW on Omnicom Group $OMC US Thesis: Omnicom leverages its iconic brands and diverse services to drive innovation and global expansion underpinned by attractive valuations (Extract from their Q3 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1862890331487793166) 2024-11-30 16:04:00 UTC 7750 followers, 1377 engagements


"Kathmandu Capital on Grupo Aeroportuario Centro Norte S.A.B. de C.V. $OMAB US Thesis: Grupo Aeroportuario Centro Norte S.A.B. de C.V. (OMAB.NASDAQ) is a leading Mexican airport operator with a strong cash flow model significant barriers to entry and potential for favorable terms in its upcoming Master Development Program renewal. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1943332061877543127) 2025-07-10 15:30:43 UTC 7752 followers, 1759 engagements


"Cambiar Opportunity Fund on Regeneron Pharmaceuticals $REGN US Thesis: Regeneron is a high-quality biopharmaceutical operator with a strong R&D foundation a robust financial position and a favorable risk/reward opportunity despite a temporary revenue slowdown for its EYLEA product. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1940100655751860279) 2025-07-01 17:30:16 UTC 7757 followers, 3305 engagements


"LRT Capital Management on Asbury Automotive Group Inc. $ABG US Thesis: Asbury Automotive Group Inc. is a leading consolidator in the U.S. automotive retail sector leveraging a resilient business model focused on high-margin parts and services strategic acquisitions and innovative digital solutions for sustainable long-term growth. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1946261303170838930) 2025-07-18 17:30:29 UTC 7757 followers, 1238 engagements


"Smid Fund on Webster Financial Corporation $WBS US Thesis: Webster is a regional bank with strong fundamentals and an attractive valuation poised for a positive re-rating. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1937865974939619701) 2025-06-25 13:30:26 UTC 7750 followers, 1070 engagements


"Longleaf on ESR Group $1821 HK Thesis: ESR Group's strategic shift to a capital-light model and decreasing China exposure coupled with a potential privatization offer presents a significant revaluation opportunity (Extract from their Q2 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1821448006639759498) 2024-08-08 07:27:00 UTC 7744 followers, 3676 engagements


"Generation IM on Becton Dickinson $BDX US Thesis: Becton Dickinson is a stable US medical device company with a XX% market share delivering consistent revenue growth and viewed as an attractive investment opportunity despite recent underperformance. (Extract from their Q4 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1898773587315601737) 2025-03-09 16:31:15 UTC 7756 followers, 2107 engagements


"Pernad Research on $ALRM US Thesis: is a potential long-term winner in the evolving U.S. residential security market with significant growth opportunities and at least XX% upside from current levels. (Extract from their Q4'24 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1920894085390360989) 2025-05-09 17:30:13 UTC 7750 followers, 1338 engagements


"Oakmark International Small Cap Fund on Ermenegildo Zegna $ZGN IM Thesis: Ermenegildo Zegna is a luxury fashion house with significant growth potential currently undervalued relative to peers despite recent challenges in its Thom Browne brand. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1930316239131246742) 2025-06-04 17:30:29 UTC 7748 followers, 1356 engagements


"LRT Capital Management on Chevron Corporation $CVX US Thesis: Chevron Corporation is a premier integrated energy company known for its high-quality assets capital discipline and commitment to shareholder value. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1946291493729124583) 2025-07-18 19:30:27 UTC 7757 followers, 1681 engagements


"LRT Capital Management on Group X Automotive Inc. $GPI US Thesis: Group X Automotive Inc. is a leading international automotive retailer focused on disciplined growth operational excellence and a resilient portfolio of luxury and import brands positioning itself for sustainable long-term growth. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1946231126487392580) 2025-07-18 15:30:34 UTC 7754 followers, XXX engagements


"Tamim Global High Conviction on Arrow Electronics $ARW US Thesis: Arrow Electronics is a resilient global leader in electronic component distribution and design support strategically positioned to thrive in complex supply chains and generate recurring revenue amid geopolitical and trade challenges. (Extract from their May'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1941157667235344738) 2025-07-04 15:30:27 UTC 7755 followers, 1330 engagements


"Lakehouse Global Growth Fund on Kinaxis $KXS CN Thesis: Kinaxis is a top investment in supply chain planning software with a strong reputation high customer retention and growing free cash flow margins as it transitions to a full cloud offering. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1942697789856583863) 2025-07-08 21:30:21 UTC 7757 followers, 1367 engagements


"Macquarie Value Fund on CDW Corp. $CDW US Thesis: CDW Corp. is a leading IT solutions provider well-positioned to benefit from device spending AI adoption and a strong capital allocation program amid a favorable valuation. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1931373173196357702) 2025-06-07 15:30:22 UTC 7750 followers, 1342 engagements


"Baron Health Care Fund on McKesson Corporation $MCK US Thesis: McKesson Corporation is evolving into a diversified health care services company with strong positions in oncology and biopharmaceutical services aiming for XX% to XX% annual earnings per share growth. (Extract from their Q1 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1919474733453611356) 2025-05-05 19:30:13 UTC 7755 followers, 1706 engagements


"LRT Capital Management on Darden Restaurants Inc. $DRI US Thesis: Darden Restaurants Inc. is a leading full-service dining operator with a strong portfolio unmatched scale and a disciplined management approach that drives shareholder value and positions the company for continued growth. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1946653866314833946) 2025-07-19 19:30:23 UTC 7757 followers, 1212 engagements


"Longriver Partners Fund on TSMC $TSM US Thesis: TSMC is the indispensable core of the AI compute stack excelling in manufacturing advanced packaging and innovation with unmatched reliability and performance. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1946593472732942577) 2025-07-19 15:30:24 UTC 7757 followers, 2623 engagements


"CI Australian Equities Fund on Ryman Healthcare $RYM NZ Thesis: Ryman Healthcare is positioned for future growth due to significant management changes and a reset balance sheet despite facing challenges from a recent decline in its business model. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1936114382905180567) 2025-06-20 17:30:14 UTC 7757 followers, 1151 engagements


"Bonhoeffer Fund on Builders First Source $BLDR US Thesis: Builders FirstSources ability to capitalize on fragmented markets with high-margin specialty products gives it strong growth potential in the building sector. (Extract from their Q2 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1846204394167050723) 2024-10-15 15:00:03 UTC 7750 followers, 2448 engagements


"Night Watch on X-FAB Silicon Foundries $XFAB FP Thesis: X-FAB Silicon Foundries is a promising small-cap analog semiconductor manufacturer heavily tied to the automotive sector currently undervalued with growth potential driven by recent investments and imminent cash returns to shareholders. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1943784952874602658) 2025-07-11 21:30:21 UTC 7744 followers, 1465 engagements


"LRT Capital Management on RLI Corp. $RLI US Thesis: RLI Corp. is a premier specialty insurance company distinguished by its exceptional underwriting discipline focus on niche markets strong employee ownership culture and a commitment to prudent capital allocation that consistently yields shareholder value. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1946925646069842256) 2025-07-20 13:30:20 UTC 7757 followers, 1281 engagements


"Macquarie on Epiroc AB $EPIA SS Thesis: Epirocs cutting-edge mining technology and exposure to growing demand for electrification metals offer strong growth potential (Extract from their Q3 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1868622350343712935) 2024-12-16 11:41:00 UTC 7750 followers, 1359 engagements


"Parnassus on CoStar Group $CSGP US Thesis: CoStar's dominance in real estate data and marketplaces is poised to expand with strategic residential market investments (Extract from their Q3 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1874582372567613504) 2025-01-01 22:24:00 UTC 7750 followers, 1814 engagements


"Palm Valley CM on RPC Inc. $RES US Thesis: RPC Inc. is a financially strong energy service company with no debt specializing in pumping and drilling services poised to gain market share despite cyclical industry challenges. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1944872119491268747) 2025-07-14 21:30:21 UTC 7757 followers, 1671 engagements


"Bell Global Emerging Companies Fund on Old Dominion Freight Line $ODFL US Thesis: Old Dominion Freight Line is a high-quality LTL carrier with strong long-term growth potential consistently delivering high returns and gaining market share despite recent challenges. (Extract from their 04'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1944479517927440578) 2025-07-13 19:30:18 UTC 7757 followers, 1894 engagements


"SVN Capital on Copart $CPRT US Thesis: Copart is the dominant player in the auto salvage duopoly benefiting from industry trends that favor increased vehicle total loss despite recent stock declines attributed to slowing growth and competition for insurance contracts. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1946321697965039970) 2025-07-18 21:30:28 UTC 7757 followers, 2314 engagements


"Aristotle Value Equity on Air Products and Chemicals Inc. $APD US Thesis: Air Products and Chemicals Inc. is a leading global supplier of industrial gases with a focus on profitable onsite delivery and clean hydrogen bolstered by a strategic refocus under new leadership and promising megaprojects. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1922041664673112357) 2025-05-12 21:30:17 UTC 7756 followers, 1828 engagements


"Alphyn Capital Management on Cogent Communications Inc. $CCOI US Thesis: Cogent Communications Inc. is poised for significant upside due to its rapid wavelength circuit activation and strong potential cash flow despite current challenges from its Sprint integration. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945596883730088161) 2025-07-16 21:30:19 UTC 7751 followers, 1454 engagements


"Night Watch on Haypp $HAYPP SS Thesis: Haypp is the largest e-commerce platform for nicotine pouches benefiting from rapid growth and a strong market position due to advertising restrictions that create a competitive moat. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1944147323971350876) 2025-07-12 21:30:17 UTC 7757 followers, 2578 engagements


"LRT Capital Management on Petrleo Brasileiro S.A. - Petrobras $PBR US Thesis: Petrobras is a leading global energy producer driven by its vast pre-salt oil reserves and advanced deepwater technology focusing on maximizing value from its primary high-return exploration activities. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1946986066717642899) 2025-07-20 17:30:26 UTC 7757 followers, 1560 engagements


"TCW Relative Value Large Cap Fund on Intel Corp. $INTC US Thesis: Intel Corp. is poised for a turnaround under new CEO Lip-Bu Tan with a focus on restructuring and innovative products that aim to enhance cash flow and earnings. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1929621665983476002) 2025-06-02 19:30:30 UTC 7757 followers, 2921 engagements


"Gemway on Xiaomi Corporation $1810 HK Thesis: Xiaomi is a leading global technology company known for its high-quality affordable smartphones and innovative products with ambitions in the electric vehicle market and a strong growth trajectory driven by a vast ecosystem and user base. (Extract from their Q4 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1891858963664154907) 2025-02-18 14:35:00 UTC 7751 followers, 1680 engagements


"Kathmandu Capital on ACM Research $ACMR US Thesis: Poised to ride Chinas semiconductor self-sufficiency drive ACM Research offers explosive upside through market share gains valuation arbitrage and a protected U.S. listing that unlocks asymmetric growth potential. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1944751334726549611) 2025-07-14 13:30:24 UTC 7750 followers, 1432 engagements


"Bonhoeffer Partners on Vistry Group $VTY: "These proceeds will be used for share repurchases of a more durable stand-alone partnerships business" (Extract from their Q4 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1759152022203589088) 2024-02-18 09:45:00 UTC 7749 followers, 2839 engagements


"Ennismore European Smaller Companies Fund on Vetoquinol $VET FP Thesis: Vetoquinol is a fundamentally sound French animal health company with strong growth potential and a current market undervaluation presenting an attractive investment opportunity. (Extract from their 05'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1944026571871789426) 2025-07-12 13:30:27 UTC 7757 followers, 1600 engagements


"LRT Capital Management on Chemed Corp. $CHE US Thesis: Chemed Corp. is a resilient holding company with two non-correlated market leaders in hospice care and plumbing services strategically managed for long-term shareholder value. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1946955863035420948) 2025-07-20 15:30:25 UTC 7757 followers, 1564 engagements


"Munro Climate Change Leaders Fund on Constellation Energy $CEG US Thesis: Constellation Energy is an independent power producer with the largest nuclear fleet in the US providing over 180TWh of carbon-free electricity annually and recently signed a 20-year power purchase agreement with Meta to deliver 1.1GW of nuclear power starting in 2027. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1947348471855325213) 2025-07-21 17:30:30 UTC 7757 followers, XXX engagements


"Diamond Hill Select Fund on Huntington Ingalls Industries $HII US Thesis: Huntington Ingalls is a key defense contractor for the US Navy uniquely positioned for sustained demand and growth over the next decade despite current economic pressures. (Extract from their Q4 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1899558709413425232) 2025-03-11 20:31:03 UTC 7744 followers, 2349 engagements


"Liontrust GF Global Technology Fund on Intuit $INTU US Thesis: Intuit is leveraging AI advancements and strong growth in its Consumer Group to enhance efficiency and customer offerings leading to significant revenue and EPS increases while positioning itself for future success in the AI-defined software era. (Extract from their 05'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1941942800783696276) 2025-07-06 19:30:17 UTC 7755 followers, 1921 engagements


"Brasada CM on West Pharmaceutical Services $WST US Thesis: West Pharmaceuticals steep sell-off masks a fundamentally resilient business with irreplaceable components long-term tailwinds in biologics and GLP-1s and a compelling setup for patient investors. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1944117140446920896) 2025-07-12 19:30:20 UTC 7757 followers, 2172 engagements


"Guinness Sustainable Energy on Prysmian $PRY IM Thesis: Prysmian is a global leader in electrical and data cable manufacturing with strong growth potential in the offshore wind industry and a fully booked backlog until 2029 making it an attractive investment opportunity. (Extract from their 05'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1943664152519548975) 2025-07-11 13:30:20 UTC 7756 followers, 1104 engagements


"RGA IA on Sartorius $SRT GY While others in the industry have tried to copy Sartorius service-first mentality none have come close to delivering on it or fostering the kind of relationship that Sartorius has with their customers (Extract from their Q1 letter link in SAC#42)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1796839857052176407) 2024-06-01 09:43:00 UTC 7755 followers, 3253 engagements


"Upslope Capital on Hershey $HSY Hershey should be positioned to take share in the current challenged market (Extract from their Q1 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1787112762860028057) 2024-05-05 13:31:00 UTC 7751 followers, 17K engagements


"Davis fund on Meituan $3690 HK Thesis: Meituans dominant position in Chinas local services and food delivery markets combined with attractive valuations provides a compelling long-term growth opportunity (Extract from their Q2 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1832721289779515602) 2024-09-08 10:03:00 UTC 7746 followers, 1600 engagements


"Hvaler Invest on Crayon Group Holding $CRAYN NO Thesis: Crayon Group Holding driven by strong cash flow and margins presents a compelling investment with significant growth potential (Extract from their research report link to the full analysis in SAC#48)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1812054107718635989) 2024-07-13 09:19:00 UTC 7744 followers, 1893 engagements


"REQ on Rko $ROKOB SS Thesis: Rko is building a European Berkshire Hathaway through disciplined acquisitions sector-agnostic growth and compounding returnsmaking it a long-term powerhouse just getting started. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1944086942150193573) 2025-07-12 17:30:21 UTC 7757 followers, 3567 engagements


"Clearbridge All Cap Growth Strategy on AppLovin $APP US Thesis: AppLovin is the leading mobile game and app advertising platform with strong growth potential in both mobile marketing and e-commerce advertising poised for significant free cash flow growth as the market recovers. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1935087636214903192) 2025-06-17 21:30:19 UTC 7756 followers, 6139 engagements


"Artisan US Mid Cap Growth Strategy on Bright Horizons $BFAM US Thesis: Bright Horizons is a leading childcare solutions provider that helps employers enhance talent retention and productivity while addressing families' work/life challenges with significant growth potential in both its full-service and "back up care" offerings. (Extract from their Q1 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1916485145659400420) 2025-04-27 13:30:39 UTC 7750 followers, 1479 engagements


"Oakmark Fund on Marathon Petroleum $MPC US Thesis: Marathon Petroleum is a leading integrated downstream energy company with the largest refining system in the U.S. strong midstream assets a focus on returns for shareholders and an attractive valuation amidst temporary pressure on refining margins. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1938681322588737702) 2025-06-27 19:30:20 UTC 7750 followers, 1378 engagements


"Clearbridge All Cap Growth Strategy on Ares Management $ARES US Thesis: Ares Management is a leading alternative asset manager in private credit poised to benefit from market trends while maintaining a balance sheet light strategy and strong performance in downturns. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1932883149228318757) 2025-06-11 19:30:28 UTC 7748 followers, 1456 engagements


"Appalaches Capital on ASML Holding $ASML NA Thesis: ASML Holding N.V. is a leading provider of EUV lithography tools with significant pricing power and strong growth prospects while Lam Research Corporation offers critical etch and deposition tools with potential for recovery in the semiconductor industry. (Extract from their Q1 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1915760400819261495) 2025-04-25 13:30:47 UTC 7750 followers, 6117 engagements


"LRT Capital Management on Comcast Corporation $CMCSA US Thesis: Comcast Corporation is a dominant media and technology conglomerate with a robust broadband business and a diverse content portfolio strategically positioned for long-term growth. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945898865967702078) 2025-07-17 17:30:17 UTC 7757 followers, 1349 engagements


"Ennismore on Deutsche Wohnen SE $DWNI GR Thesis: With stable rental income strong market position in Berlin and the potential for a favorable takeover by Vonovia Deutsche Wohnen offers attractive value for patient investors. (Extract from their Q3 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1852294763627892893) 2024-11-01 10:21:00 UTC 7756 followers, 73.8K engagements


"Matrix Asset Advisors on Generac $GNRC US Thesis: Generac is a company focused on providing resilient and sustainable power solutions with strong growth potential due to increasing demand for reliable energy. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1939436320947834949) 2025-06-29 21:30:26 UTC 7755 followers, 2588 engagements


"Palm Valley on Chord Energy $CHRD US Thesis: Chord Energy is an attractively priced exploration and production company with strong cash flow low-cost oil reserves and a solid balance sheet poised for continued dividend payments and stock buybacks. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1943392373016265089) 2025-07-10 19:30:22 UTC 7756 followers, 1478 engagements


"Alphyn Capital Management on Kingsway Financial Services $KFS US Thesis: Kingsway Financial Services is a market cap company focused on future acquisition-driven growth facing mixed execution across its portfolio but aiming for increased acquisitions that could significantly expand earnings if managed effectively. (Extract from their Q2'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1946161019023438243) 2025-07-18 10:51:59 UTC 7756 followers, 1368 engagements


"Generation IM on Agilent Technologies $A US Thesis: Agilent is well-positioned for growth due to its strong market position in analytical instruments resilient recurring revenue streams and emerging demand drivers despite short-term challenges from economic uncertainty. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1928081487246540857) 2025-05-29 13:30:23 UTC 7757 followers, 1321 engagements


"Third Point on CoStar Group $CSGP US Thesis: CoStar is positioned for significant growth due to its dominant market share and potential for improved capital allocation despite challenges in its residential real estate expansion. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1925937383314166080) 2025-05-23 15:30:29 UTC 7751 followers, 1613 engagements


"Bell Global Equities Fund on Deckers Outdoor Corporation $DECK US Thesis: Deckers Outdoor Corporation is a strong financial performer in the footwear industry that recently became a portfolio addition after a significant decline in share price presenting an opportunity for future gains despite anticipated volatility. (Extract from their 05'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945143935547916453) 2025-07-15 15:30:27 UTC 7750 followers, 2382 engagements


"Newbridge AM on Monolithic Power Systems $MPWR US Thesis: Monolithic Power Systems leverages AI-driven demand for cutting-edge power solutionsfind out why its innovation fuels sustainable growth (Extract from their Q3 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1875309161598083446) 2025-01-03 22:32:00 UTC 7750 followers, 2184 engagements


"Liontrust GF Global Innovation Fund on Doximity $DOCS US Thesis: Doximity is the largest professional network and telehealth platform for healthcare professionals in the US boasting over XX% of US doctors as verified members and is well-positioned for strong cash flows and earnings growth despite recent share price declines. (Extract from their May'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1940493281193836846) 2025-07-02 19:30:25 UTC 7751 followers, 1745 engagements


"AMG River Road Large Cap Value Select Fund on Becton Dickinson and Company $BDX US Thesis: Becton Dickinson and Company is a diversified medical technology leader with a strong focus on recurring revenue high growth markets and a solid history of dividend increases despite recent underperformance and elevated leverage. (Extract from their Q4 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1903182451779739736) 2025-03-21 20:30:30 UTC 7755 followers, 2483 engagements


"Appalaches Capital on Arch Capital $ACGL US Thesis: Arch Capitals disciplined underwriting and long-term incentive model minimize agency costspositioning it as a top-tier insurer trading cheaply despite structural tailwinds and standout profitability. (Extract from their Q1 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1915820752265269469) 2025-04-25 17:30:36 UTC 7750 followers, 2033 engagements


"Ennismore European Smaller Companies Fund on Lectra $LSS FP Thesis: Lectras dominant market position resilient recurring revenue base and growing SaaS transformation amid temporary tariff-driven share weakness present an attractive opportunity for XX% upside as the market re-rates its undervalued high-margin business. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1934332702229975511) 2025-06-15 19:30:29 UTC 7757 followers, 2287 engagements


"Montaka on Floor & Decor $FND US Thesis: Floor & Decor is the standout winner in the US hard surface flooring industry consistently gaining market share due to its specialization economies of scale competitive pricing and strategic store rollout amidst a challenging market environment. (Extract from their article)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1944419124743983325) 2025-07-13 15:30:19 UTC 7757 followers, 1704 engagements


"LRT Capital Management on Crown Castle $CCI US Thesis: Crown Castles unmatched tower infrastructure long-term contracts and strategic shift to a pure-play tower model position it as an essential high-margin enabler of the 5G-driven wireless revolution and a durable compounder in the nations digital future. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1946684064993276188) 2025-07-19 21:30:23 UTC 7757 followers, 1688 engagements


"AMG River Road Small Mid Cap Value Fund on Huntington Ingalls Industries Inc. $HII US Thesis: Huntington Ingalls Industries (HII) is America's largest military shipbuilder with a strong backlog low capital intensity and significant revenue visibility currently trading at a XX% discount despite facing near-term challenges. (Extract from their Q4 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1903846886512984363) 2025-03-23 16:30:44 UTC 7750 followers, 2960 engagements


"Harris Global Concentrated Strategy on Elevance Health $ELV US Thesis: Elevance Health is poised for recovery as its stock currently undervalued due to temporary industry challenges is expected to bounce back reflecting its quality and growth potential. (Extract from their Q4 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1902004829892788687) 2025-03-18 14:31:03 UTC 7749 followers, 1979 engagements


"Guinness Greater China on Meituan $3690 HK Thesis: Meituan is China's largest food delivery platform leveraging a strong network of merchants customers and drivers to withstand competitive pressures from and remain a favorable investment despite potential margin pressures. (Extract from their 005'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1944449321589469566) 2025-07-13 17:30:19 UTC 7748 followers, 1250 engagements


"Clearbridge Canadian Equity Strategy on Teck Resources $TECK/B US Thesis: Teck Resources is an attractive investment opportunity due to its transformation into a copper-focused company strong financial position and growing production amid favorable market fundamentals. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1933909884757529062) 2025-06-14 15:30:21 UTC 7751 followers, 1598 engagements


"LRT Capital Management on Cencora Inc. $COR US Thesis: Cencora Inc. is a leading pharmaceutical distribution company with a strong competitive advantage in an oligopolistic market providing essential logistics and services that connect manufacturers with healthcare providers ensuring steady recession-proof growth and long-term value creation. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1946563275270897953) 2025-07-19 13:30:24 UTC 7757 followers, 1325 engagements


"Liontrust GF Global Dividend Fund on Apollo Global Management $APO US Thesis: Apollo Global Management is well-positioned to capitalize on market volatility and deliver long-term growth through its resilient business model and strategic investments in private credit. (Extract from their 05'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1941973004751196344) 2025-07-06 21:30:19 UTC 7756 followers, 2316 engagements


"Oakmark International Fund on Flutter Entertainment $FLTR LN Thesis: Flutter Entertainment is well-positioned to capitalize on the growing online gambling market leveraging its leading brands and exceptional management amidst a recent share price dip. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1932188548989428077) 2025-06-09 21:30:23 UTC 7757 followers, 1675 engagements


"Royce IP on CVS Group $CVSG LN Thesis: CVS Group is a leading UK veterinary healthcare provider with a loyal customer base experiencing significant share price growth due to favorable market sentiment and ongoing consolidation opportunities. (Extract from their article)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1944056760676839424) 2025-07-12 15:30:25 UTC 7743 followers, 1303 engagements


"Diamond Hill Large Cap Fund on General Mills $GIS US Thesis: General Mills is a strong food and pet nutrition company adapting to changing consumer behavior by reinvesting in pricing and advertising for long-term brand health. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1940070498924187868) 2025-07-01 15:30:26 UTC 7750 followers, 1246 engagements


"LVS Advisory on Curtiss-Wright $CW US Thesis: Curtiss-Wright is a non-cyclical compounder with strong growth potential driven by its positions in aerospace defense and nuclear power markets offering limited downside risk and expected earnings doubling in five years. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1943754763608195080) 2025-07-11 19:30:23 UTC 7749 followers, 1294 engagements


"Royce IP on Quaker Houghton $KWR US Thesis: Quaker Houghton is demonstrating resilience and strategic growth through acquisitions effectively navigating challenges in a fluctuating macroeconomic environment while maintaining stable volumes and positioning for future success. (Extract from their article)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1942969576817295589) 2025-07-09 15:30:20 UTC 7744 followers, 1074 engagements


"Royce IP on Ashtead Technology Holdings $AHT LN Thesis: Ashtead Technology Holdings is a leading provider of rental equipment for offshore oil & gas and wind industries with strong growth prospects and a compelling valuation despite recent share price declines. (Extract from their article)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1943362194319511831) 2025-07-10 17:30:27 UTC 7757 followers, 1392 engagements


"Guinness Global Equity Income on Haleon $HLN LN Thesis: Haleon is an attractive investment due to its leading market position in consumer health products strong brand portfolio robust cash flow and favorable growth prospects in both developed and emerging markets. (Extract from their 05'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1942244838696497188) 2025-07-07 15:30:29 UTC 7750 followers, 1456 engagements


"Diamons Hill Small Mid Cap Fund on Rexford Industrial Realty $REXR US Thesis: Rexford Industrial Realty is a warehouse REIT focused on Southern California facing short-term challenges but positioned for medium-term gains due to slowing new supply and an attractive valuation. (Extract from their Q4 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1896931459413180795) 2025-03-04 14:31:17 UTC 7756 followers, 1512 engagements


"Fairlight Capital on Monument Mining Limited $MMY CN Thesis: Monument Mining combines low-cost gold production rising profitability and strong cash flow generation trading at an attractive valuation of 3x forward earnings (Extract from their Q3 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1867275475531575333) 2024-12-12 18:29:00 UTC 7744 followers, 1514 engagements


"Oakmark Global Select Fund on Molina Healthcare $MOH US Thesis: Molina Healthcare is a leading managed care company with strong growth potential in Medicaid and untapped opportunities in Medicare and Marketplace currently available at a discount due to temporary earnings pressure. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1939798682687189337) 2025-06-30 21:30:20 UTC 7750 followers, 2525 engagements


"Tamim Fund Global High Conviction on Kao Corporation $4452 JP Thesis: Kao Corporation is a solid investment opportunity in the consumer staples sector demonstrating strong fundamentals and potential for long-term growth amidst market volatility. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1928202271394820144) 2025-05-29 21:30:20 UTC 7754 followers, 1690 engagements


"Palm Valley on Papa Johns International $PZZA US Thesis: Papa Johns International is a well-established pizza delivery and carryout restaurant operator that exceeded Q1 2025 expectations leading to a profitable short-term investment for us. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1943694367467717076) 2025-07-11 15:30:23 UTC 7748 followers, 1549 engagements


"LRT Capital Management on Alphabet $GOOGL US Thesis: Alphabet commands a near-insurmountable competitive moat through its dominant digital ecosystemanchored by Google Search YouTube and Androidwhile leveraging unrivaled data infrastructure and innovation to drive industry-leading profitability and long-term growth across advertising cloud and emerging technologies. (Extract from their Q2'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945476172067766367) 2025-07-16 13:30:39 UTC 7757 followers, 2410 engagements


"Polen US Smid Company Growth on Construction Partners $Road US Thesis: Construction Partners is a leading paving operator in the Southeast U.S. with strong management vertical integration advantages and significant growth potential through acquisitions and infrastructure projects. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1938711518096331212) 2025-06-27 21:30:20 UTC 7757 followers, 1529 engagements


"Diamond Hill Small Mid Cap Fund on Builders FirstSource $BLDR US Thesis: Builders FirstSource is well-positioned to benefit from increasing demand in the construction sector due to a single-family home deficit supported by innovative digital solutions and potential for share buybacks and acquisitions to enhance shareholder value. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1934604477304119497) 2025-06-16 13:30:25 UTC 7750 followers, 2332 engagements


"Crossroads Capital on Vistry PLC $VTY LN Thesis: Vistry PLC is transitioning to a capital-light partnerships model to become the UK's largest affordable housing manufacturer improving financial predictability and returns while maintaining strong stakeholder relationships. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1934000492499124329) 2025-06-14 21:30:24 UTC 7756 followers, 2706 engagements


"LRT Capital Management on StoneX Group $SNEX US Thesis: StoneX Group Inc. leverages deep institutional knowledge high-touch service in niche markets and a disciplined growth strategy combining strategic acquisitions and technological innovation to emerge as a critical enduring force in the global financial ecosystem. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945929101761536162) 2025-07-17 19:30:26 UTC 7746 followers, 1194 engagements


"Upslope Capital on Winpak $WPK CN Thesis: Winpaks under-levered balance sheet buyback program and stable earnings make it a compelling value investment despite secular headwinds (Extract from their Q2 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1814327392753643681) 2024-07-19 15:52:13 UTC 7748 followers, 7014 engagements


"Diamond Hill Large Cap Fund on Capital One $COF US Thesis: Capital One is a leading US credit card issuer poised for growth through its acquisition of Discover despite regulatory challenges as its strong technology platform positions it well for competitive card offerings. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1940130858242834832) 2025-07-01 19:30:17 UTC 7750 followers, 2184 engagements


"Diamond Hill Mid Cap Fund on Martin Marietta Materials $MLM US Thesis: Martin Marietta Materials is a strategically positioned heavy building materials supplier poised for growth making it an attractive investment opportunity following recent share price pressures. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1933940119716745462) 2025-06-14 17:30:30 UTC 7755 followers, 1349 engagements


"JDP Capital on Caesars Entertainment Inc. $CZR US Thesis: Caesars Entertainment (CZR) is poised for significant upside potential with a target price of $80-$90 per share driven by its strong online gaming growth and anticipated $X billion in after-tax free cash flow in 2025. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1927024533648687144) 2025-05-26 15:30:25 UTC 7756 followers, 3369 engagements


"Alphyn Capital Management on Fairfax Financial Holdings Ltd $FFH US Thesis: Fairfax Financial Holdings Ltd is well-positioned for attractive long-term returns due to its disciplined underwriting growing float increased fixed-income yields and strong associate earnings. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1946623686426943644) 2025-07-19 17:30:28 UTC 7757 followers, 3189 engagements


"Polen US Smid Company Growth on Comfort Systems USA Inc. $FIX US Thesis: Comfort Systems is a leading mechanical electrical and plumbing provider with a strong track record in new construction and a mid-teens earnings growth outlook primarily focused on commercial and industrial markets. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1939677902200545646) 2025-06-30 13:30:24 UTC 7756 followers, 1333 engagements


"Tamim Australia All Cap on AI-Media Technologies $AIM AU Thesis: AI Media is transforming from a traditional live captioning business to a scalable SaaS-first AI media solutions provider with significant growth potential driven by its new AI-driven product suite. (Extract from their May'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1940885846569152908) 2025-07-03 21:30:20 UTC 7750 followers, 1387 engagements


"Polen US Smid Company Growth on Manhattan Associates $MANH US Thesis: Manhattan Associates is the leading provider of warehouse and distribution center software successfully transitioning to a cloud-based SaaS model that has enhanced its growth potential and created attractive investment opportunities. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1939073907870331146) 2025-06-28 21:30:20 UTC 7757 followers, 3043 engagements


"Alphyn Capital Management on KKR & Co Inc $KKR US Thesis: KKR & Co Inc is well-positioned for resilient growth due to its robust cash-flow engine driven by steady management fees strong insurance earnings and strategic long-term holdings despite recent market concerns. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1947408861574357482) 2025-07-21 21:30:28 UTC 7757 followers, XXX engagements


"Tamim Global High Conviction on Quanta Services Inc. $PWR US Thesis: Quanta Services is a crucial player in the energy transition providing essential infrastructure services for both renewable and traditional energy sources while benefiting from a booming market and strong financial performance. (Extract from their 04'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1942577162424312045) 2025-07-08 13:31:01 UTC 7746 followers, 1405 engagements


"Alpha Wealth Funds on Rockwell Automation $ROK US Thesis: Rockwell Automation is a leading provider of industrial automation solutions well-positioned to benefit from the trend of reshoring and increased factory automation in the U.S. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1935751995899433419) 2025-06-19 17:30:15 UTC 7750 followers, 1412 engagements


"Herford Capital on Fortnox AB $FNOX SS Thesis: Fortnox AB is a leading provider of cloud-based financial solutions for SMEs in Sweden renowned for its superior products strong customer focus and potential for international expansion. (Extract from their Q1 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1914673232487080269) 2025-04-22 13:30:46 UTC 7750 followers, 1860 engagements


"Tamim Global High Conviction on Kajima Corporation $1812 JP Thesis: Kajima Corporation is a uniquely diversified infrastructure and engineering company positioned to capitalize on Japan's infrastructure upgrades and climate resilience projects while offering attractive global exposure and stability in an inflationary environment. (Extract from their May'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1940463040589094969) 2025-07-02 17:30:15 UTC 7749 followers, 1187 engagements


"Alpha Wealth Funds on MSCI Inc. $MSCI US Thesis: MSCI is a leading provider of decision support tools for the investment community with a strong competitive advantage via its industry-standard indices and consistent revenue growth. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1935782237540171967) 2025-06-19 19:30:25 UTC 7756 followers, 1749 engagements


"Horos on Morguard REIT $MRT-U CN Thesis: Morguard REIT is a Canadian real estate investment trust trading at a XX% discount to its net asset value with concentrated ownership suggesting a potential takeover bid by main shareholders. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1937141176081006688) 2025-06-23 13:30:21 UTC 7749 followers, 1170 engagements


"Munro Global Growth Small Mid Cap Fund on Curtiss-Wright Corporation $CW US Thesis: Curtiss-Wright is a diversified industrial company that specializes in advanced engineering solutions for the aerospace defense and commercial nuclear markets with a recent "Pivot to Growth" strategy leading to accelerated earnings growth. (Extract from their Q1'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945838500625936388) 2025-07-17 13:30:25 UTC 7755 followers, 1042 engagements


"Tamim Australia All Cap on Straker Limited $STG AU Thesis: Straker Limited is a New Zealand-based company transitioning from traditional services to AI-driven translation tools leveraging its extensive datasets and a crowd-sourced freelancer network with significant growth potential through initiatives like Swift Bridge AI in Japan and a focus on partnership development. (Extract from their 05'25 letter)"  
![@StockCompil Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1693635995265110016.png) [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1942275009310777751) 2025-07-07 17:30:22 UTC 7755 followers, 1346 engagements