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[@mply_cap](/creator/twitter/mply_cap)
"The Power of a Moat 🏰 $WM and $CNI have grown revenue at roughly X% CAGR since 2005 yet both have outperformed the S&P XXX over the same period. (Example assumes a $10000 investment with dividends reinvested)"  
[X Link](https://x.com/mply_cap/status/1960081768649994695) [@mply_cap](/creator/x/mply_cap) 2025-08-25T20:48Z 1610 followers, 2145 engagements


"Incoming $AMZN buy tm"  
[X Link](https://x.com/mply_cap/status/1978564096564834515) [@mply_cap](/creator/x/mply_cap) 2025-10-15T20:50Z 1609 followers, 1861 engagements


"@FNBuitenhuis88 You would buy at these prices"  
[X Link](https://x.com/mply_cap/status/1978970029342216331) [@mply_cap](/creator/x/mply_cap) 2025-10-16T23:43Z 1615 followers, XXX engagements


"I dont think any company should be called boring. Its pretty fun knowing how dominant my companies are - sometimes even makes me laugh"  
[X Link](https://x.com/mply_cap/status/1979037761790198090) [@mply_cap](/creator/x/mply_cap) 2025-10-17T04:12Z 1611 followers, 1386 engagements


"@QualityInvest5 U looking into $HON When thinking like an owner its super easy to get exited about a profitable company because u are in fact the owner"  
[X Link](https://x.com/mply_cap/status/1979041409748373818) [@mply_cap](/creator/x/mply_cap) 2025-10-17T04:26Z 1611 followers, XXX engagements


"@AustinH26415112 $ADBE is a bubble also"  
[X Link](https://x.com/mply_cap/status/1979049243034738755) [@mply_cap](/creator/x/mply_cap) 2025-10-17T04:58Z 1611 followers, XXX engagements


"$AMZN and $SPGI are steals right now"  
[X Link](https://x.com/mply_cap/status/1979202431662624831) [@mply_cap](/creator/x/mply_cap) 2025-10-17T15:06Z 1637 followers, 2787 engagements


"$BN and $GOOGL are both fully integrated stacks. Google owns the cloud software hardware (TPUs) infrastructure data and distribution. Brookfield owns the physical infrastructure data centers real estate renewable power and perpetual capital. Takeaway: high reward low risk"  
[X Link](https://x.com/mply_cap/status/1979765558447902876) [@mply_cap](/creator/x/mply_cap) 2025-10-19T04:24Z 1637 followers, 18.2K engagements


"@JWS365 By that logic Amazon should buy every brand that sells on its site. In both cases one owns the assets while the other orchestrates them. If anything Tesla partners with Uber down the line not acquires it. Chance of a buyout is basically zero I think"  
[X Link](https://x.com/mply_cap/status/1980073303109742804) [@mply_cap](/creator/x/mply_cap) 2025-10-20T00:47Z 1637 followers, XX engagements


"My fair value for Brookfield Corp is $95/share vs. its current price of $XX. This assumes they hit their distributable earnings target of $XXXX in 2029 (including realizations and capital allocation) and stays at 15x P/DE. Implied CAGR from todays price: XX% $BN"  
[X Link](https://x.com/mply_cap/status/1941460142295273781) [@mply_cap](/creator/x/mply_cap) 2025-07-05T11:32Z 1631 followers, 1637 engagements


"If you are interested in Brookfield here's a simplified way of explaining their structure. Brookfield Corp. ( $BN ) is like the person who owns the car dealership. Brookfield Asset Management ( $BAM ) is the expert general manager hired to run the dealership. They don't own the property or cars but they earn a management fee for running the operations and a bonus for hitting sales targets. This is the same concept for their Wealth Solutions ( $BNT ) segment because they are raising capital and not necessarily "operating" the business. With this money raised they invest it into their operating"  
[X Link](https://x.com/mply_cap/status/1941688286197534924) [@mply_cap](/creator/x/mply_cap) 2025-07-06T02:38Z 1636 followers, 25.3K engagements


"The "3 Ds" are the megatrends Brookfield Corp's ( $BN ) global strategy is betting on. Here's the breakdown: X. Digitalization (of everything) They are buying the physical backbone of the digital economydata centers fiber networks and cell towers. As AI and cloud demand explodes this infrastructure becomes non-negotiable. X. Decarbonization Brookfield is capturing the shift to low-carbon energy including nuclear wind solar and hydro. They are positioned to be a prime beneficiary as the world moves toward net-zero. X. Deglobalization Brookfield is investing in critical infrastructure that"  
[X Link](https://x.com/mply_cap/status/1942272502832513068) [@mply_cap](/creator/x/mply_cap) 2025-07-07T17:20Z 1636 followers, 1145 engagements


"Brookfield Corp ( $BN ) is built for downside protection. XX% of the fee-bearing capital is locked in for 10+ years. No matter how markets move Brookfield collects steady management fees. XX% of Brookfield Renewable Partners ( $BEP ) contracts are locked in with an average remaining life of XX years. A significant portion of their Power Purchase Agreements are indexed to inflation which means BEP's revenues can grow along with inflation"  
[X Link](https://x.com/mply_cap/status/1942293023922217157) [@mply_cap](/creator/x/mply_cap) 2025-07-07T18:41Z 1636 followers, 25.1K engagements


"This is why I love Brookfield Corp. They just signed a $X billion deal with Google to provide hydropower. Thats XX years of predictable locked-in revenue. $BN $GOOGL"  
[X Link](https://x.com/mply_cap/status/1945151562696753450) [@mply_cap](/creator/x/mply_cap) 2025-07-15T16:00Z 1636 followers, 10.9K engagements


"Brookfield Corp is committing to build seven major AI computing sites over the next five years requiring roughly $200B in capital. A clear step forward in their long-term infrastructure thesis. $BN $BIP"  
[X Link](https://x.com/mply_cap/status/1954370694898459032) [@mply_cap](/creator/x/mply_cap) 2025-08-10T02:34Z 1636 followers, 2862 engagements


"Most think predictable recurring cash flow only exists at Netflix or Costco. Wrong. Youd be an absolute fool to short Brookfield Corp ( $BN ) Here is why"  
[X Link](https://x.com/mply_cap/status/1960458526045995138) [@mply_cap](/creator/x/mply_cap) 2025-08-26T21:45Z 1636 followers, 24.9K engagements


"If you like $ASML there is a very high chance you will like TransDigm 🧵 The aerospace and defense sectors have historically performed extremely well and $TDG is a near monopoly. TDG designs produces and supplies highly engineered components and systems for commercial and military aircraft"  
[X Link](https://x.com/mply_cap/status/1961982837755707516) [@mply_cap](/creator/x/mply_cap) 2025-08-31T02:42Z 1631 followers, 3970 engagements


"Insane Pricing Power A 2019 government audit of XXX military contracts found that TransDigm was able to charge a margin above the "reasonable" XX% threshold in XXX of them. The company got away with this by legally exploiting loopholes in federal contracting laws"  
[X Link](https://x.com/mply_cap/status/1961982842084208937) [@mply_cap](/creator/x/mply_cap) 2025-08-31T02:42Z 1631 followers, XXX engagements


"$HEI reminds me of $COST $TDG reminds me of $FICO TDG and FICO arent afraid to flex their pricing power. HEI like Costco wins by offering the best cost-to-benefit tradeoff building long-term customer loyalty. Which is the better business model"  
[X Link](https://x.com/mply_cap/status/1962199596337082667) [@mply_cap](/creator/x/mply_cap) 2025-08-31T17:03Z 1635 followers, 6140 engagements


"The reason you hear not to invest in airlines is because of companies like $TDG. An aircraft can fly for 30+ years and during that time it needs constant maintenance and replacement parts. TDG controls many of these parts and has the pricing power to charge what it wants. This aftermarket revenue is their most profitable stream and if you dont like it your plane doesnt fly"  
[X Link](https://x.com/mply_cap/status/1965571347364626615) [@mply_cap](/creator/x/mply_cap) 2025-09-10T00:21Z 1636 followers, 1886 engagements


"Nobody talks about $LOAR. It explicitly aims to replicate TDGs highly successful business model. This one is on the watchlist at a $XXXX billion market cap. I am actively looking at aerospace stocks including the following: $TDG $GE $HEICO $LOAR $SAFRY"  
[X Link](https://x.com/mply_cap/status/1966336853507809301) [@mply_cap](/creator/x/mply_cap) 2025-09-12T03:03Z 1633 followers, 1847 engagements


"TransDigm ( $TDG ) is made up of XX independently run operating units and sells hundreds of thousands of unique product SKUs across aerospace and beyond. The business is organized into three main segments: Power & Control Examples include: Pumps & valves Ignition systems Actuators & controls Cockpit displays Switches & relay panels Airframe Examples include: Latching & locking devices Cockpit security components Audio systems Passenger seatbelts & airbags Non-Aviation Examples include: Parachutes Restraints Space systems Components for industrial equipment"  
[X Link](https://x.com/mply_cap/status/1966963396819206225) [@mply_cap](/creator/x/mply_cap) 2025-09-13T20:33Z 1637 followers, 1271 engagements


"Nick Howley Chairman of TransDigm was once asked why he sold some of his shares. His response: This may come as a surprise to you but Im in this for the money. I havent had many chances to sell stock under private equity ownership and now I do. My wife wants a beach house. So were gonna get a beach house. You can believe what you want but Im not going anywhere. Ive got more money to make and if you choose to you can make it with me." $TDG"  
[X Link](https://x.com/mply_cap/status/1967052023783973164) [@mply_cap](/creator/x/mply_cap) 2025-09-14T02:25Z 1631 followers, 1589 engagements


"Just bought that one company who hasnt had a red year since 2008. $TDG"  
[X Link](https://x.com/mply_cap/status/1968677998795579817) [@mply_cap](/creator/x/mply_cap) 2025-09-18T14:06Z 1633 followers, 4441 engagements


"Portfolio Update: Added TransDigm ( $TDG ) now X% of portfolio $GOOG has run up to an XX% weighting Rest of positions mostly unchanged Thoughts"  
[X Link](https://x.com/mply_cap/status/1968761797793435945) [@mply_cap](/creator/x/mply_cap) 2025-09-18T19:39Z 1631 followers, 12K engagements


"Reminder: Learning compounds. Understand FICO youll grasp Moodys and S&P Global Understand GE youll see Safran and TransDigm Understand Visa youll get Mastercard and AmEx Learning one business often gives you the blueprint for many others"  
[X Link](https://x.com/mply_cap/status/1968854807814230232) [@mply_cap](/creator/x/mply_cap) 2025-09-19T01:49Z 1631 followers, XXX engagements


"@cloneinvestor @QualityInvest5 Where would u recommend research on them"  
[X Link](https://x.com/mply_cap/status/1969061554688569763) [@mply_cap](/creator/x/mply_cap) 2025-09-19T15:30Z 1627 followers, XXX engagements


"Current prices are great entry points for $SPGI & $MCO"  
[X Link](https://x.com/mply_cap/status/1969453387558101340) [@mply_cap](/creator/x/mply_cap) 2025-09-20T17:27Z 1630 followers, 1950 engagements


"One has the wider moat wider margins faster growth and the cheaper valuation. TransDigm ( $TDG ) ✅ EV/EBITDA: 21.7x 18.6x (16.7% growth implied) EBITDA Margin: XXXX% Heico ( $HEI ) EV/EBITDA: 35.5x 31.5x (12.7% growth implied) EBITDA Margin: 27%"  
[X Link](https://x.com/mply_cap/status/1969459023326925204) [@mply_cap](/creator/x/mply_cap) 2025-09-20T17:49Z 1627 followers, 1480 engagements


"My Watchlist: Shopify $SHOP Fair Isaac $FICO MSCI $MSCI Constellation Software $CSU General Electric $GE Adobe $ADBE Safran $SAF Intuit $INTU Intuitive Surgical - $ISRG Copart - $CPRT MercadoLibre $MELI Loar $LOAR Spotify $SPOT Canadian Pacific $CP Netflix $NFLX Booking Holdings $BKNG Costco $COST Microsoft $MSFT Meta $META What am I missing"  
[X Link](https://x.com/mply_cap/status/1969872793123840258) [@mply_cap](/creator/x/mply_cap) 2025-09-21T21:14Z 1628 followers, 1701 engagements


"For anyone wanting to sharpen their market concepts watch this Ray Dalio video. It also just reaffirmed to me how absolutely dominant $FICO $SPGI & $MCO are essential pillars of the global financial system"  
[X Link](https://x.com/mply_cap/status/1969954940979458272) [@mply_cap](/creator/x/mply_cap) 2025-09-22T02:40Z 1630 followers, 2305 engagements


"TransDigm recently paid a $XX special dividend to shareholders $TDG"  
[X Link](https://x.com/mply_cap/status/1969990254351249676) [@mply_cap](/creator/x/mply_cap) 2025-09-22T05:00Z 1628 followers, XXX engagements


"Constellation Software trades at XXXX P/FCF and has never done SBC. Keep this in mind when comparing it to other software companies loaded with dilution. $CSU"  
[X Link](https://x.com/mply_cap/status/1970271879869935925) [@mply_cap](/creator/x/mply_cap) 2025-09-22T23:39Z 1636 followers, 12.1K engagements


"What They Do TransDigm is an aerospace company that designs produces and supplies highly engineered aircraft components. They make specialized parts critical to aircraft operation including actuators pumps ignition systems flight control systems landing gear components seatbelts parachutes and hundreds of thousands of other products (SKUs). Monopolistic and Proprietary Characteristics A significant portion of TransDigms sales comes from sole-source products. About XX% of its products are proprietary protecting this position. Proprietary designs make replication difficult. To be certified for"  
[X Link](https://x.com/mply_cap/status/1970306591527444882) [@mply_cap](/creator/x/mply_cap) 2025-09-23T01:57Z 1628 followers, XXX engagements


"Revenue Breakdown (LTM Basis) By segment: Power and Control: XXXX% Airframe: XXXX% Non-Aviation: XXX% By end market: Commercial Aftermarket: XX% Defense: XX% Commercial OEM: 28%"  
[X Link](https://x.com/mply_cap/status/1970306593603436610) [@mply_cap](/creator/x/mply_cap) 2025-09-23T01:57Z 1630 followers, XXX engagements


"M&A Strategy Management is no joke when it comes to capital allocation. They are extremly strict about what they buy completing over XX mergers and acquisitions since inception. The X key things TransDigm looks for: X. Proprietary aerospace products X. Significant aftermarket revenue X. Opportunity for operational improvement They target an internal rate of return of XX% or more"  
[X Link](https://x.com/mply_cap/status/1970306595838984405) [@mply_cap](/creator/x/mply_cap) 2025-09-23T01:57Z 1629 followers, XXX engagements


"Risks / Stress Test TransDigms biggest risks are regulatory scrutiny cyclicality and high debt. The company faced the ultimate stress test during COVID when planes literally stopped flying. Thanks to reliable income streams pricing power and high margins the impact on the business was minimal. Approximately XX% of their costs are variable allowing them to cut expenses quickly. Extremely Profitable EBITDA Margin: XXXX% Operating Margin: XXXX% Free Cash Flow Margin: XX% While high debt is a risk it also enables them to generate private-equity-like returns. Regarding regulatory scrutiny one"  
[X Link](https://x.com/mply_cap/status/1970306597629898970) [@mply_cap](/creator/x/mply_cap) 2025-09-23T01:57Z 1630 followers, XXX engagements


"Valuation The company is currently in a XX% correction based on short-term forecasts. EV/EBITDA: 21.7x 18.6x (implies XXXX% growth) NTM P/E and P/FCF: 31x I view them as fairly valued to slightly undervalued. They are trading at a discount to the industry despite historically trading at a premium including relative to peers like Heico ( $HEI )"  
[X Link](https://x.com/mply_cap/status/1970306599244767563) [@mply_cap](/creator/x/mply_cap) 2025-09-23T01:57Z 1630 followers, 1051 engagements


"One of my favorite monopolistic companiesmanagement is all in on getting filthy rich. What do you think about $TDG"  
[X Link](https://x.com/mply_cap/status/1970306600654307388) [@mply_cap](/creator/x/mply_cap) 2025-09-23T01:57Z 1630 followers, 1023 engagements


"6 high-quality companies in a pullback: $FICO $1534 FCF yield: XXX% $TDG $1299 FCF yield: XXX% $MSCI $XXX FCF yield: XXX% $SPGI $XXX FCF yield: XXX% $CSU $4000 FCF yield: XXX% $ADBE $XXX FCF yield: 6.2%"  
[X Link](https://x.com/mply_cap/status/1970615952208486768) [@mply_cap](/creator/x/mply_cap) 2025-09-23T22:27Z 1631 followers, 1350 engagements


"$AMZN is the company I am most confident will still be booming XX years from now. Whats yours"  
[X Link](https://x.com/mply_cap/status/1970694647681839295) [@mply_cap](/creator/x/mply_cap) 2025-09-24T03:39Z 1635 followers, 24.6K engagements


"@gekkoadvisors @At50w50882 $TDG 🚀"  
[X Link](https://x.com/mply_cap/status/1972069457544757535) [@mply_cap](/creator/x/mply_cap) 2025-09-27T22:42Z 1626 followers, XXX engagements


"Bought more $BN for fun 🤩"  
[X Link](https://x.com/mply_cap/status/1973783294807507272) [@mply_cap](/creator/x/mply_cap) 2025-10-02T16:13Z 1630 followers, XXX engagements


"Do not forget insiders own XXXX% of shares $BN"  
[X Link](https://x.com/mply_cap/status/1973941676004839674) [@mply_cap](/creator/x/mply_cap) 2025-10-03T02:42Z 1631 followers, 3506 engagements


"If you think general software is sticky imagine selling cockpit displays (the screens pilots use) high learning curves safety standards FAA certification proprietary systems regulation zero substitutes multi-decade lifecycles. $TDG"  
[X Link](https://x.com/mply_cap/status/1975777474635247824) [@mply_cap](/creator/x/mply_cap) 2025-10-08T04:17Z 1630 followers, 1408 engagements


"Thinking about cutting $MCO and $V and overweighted $AMZN even more"  
[X Link](https://x.com/mply_cap/status/1977117729380614633) [@mply_cap](/creator/x/mply_cap) 2025-10-11T21:02Z 1630 followers, 1848 engagements


"New to investing - this is good right $PYPL Looks healthy to me🧐"  
[X Link](https://x.com/mply_cap/status/1978173758893420658) [@mply_cap](/creator/x/mply_cap) 2025-10-14T18:59Z 1627 followers, 2867 engagements


"@LlamaBravo @DimitryNakhla Pricing power/cheaper valuation all in the thread if you want to look further"  
[X Link](https://x.com/mply_cap/status/1978274658949398926) [@mply_cap](/creator/x/mply_cap) 2025-10-15T01:40Z 1627 followers, XXX engagements


"Portfolio Update: Added a new shitco $FICO. VantageScore still has to prove it can compete. FICO remains the undisputed standard. Goal: a portfolio of monopolistic high-quality businesses compounding XX% annually for decades. Age: XX Find me a stronger lineup:"  
[X Link](https://x.com/mply_cap/status/1978914801423192097) [@mply_cap](/creator/x/mply_cap) 2025-10-16T20:03Z 1637 followers, 15.7K engagements


"@CapexAndChill In $BN we trust"  
[X Link](https://x.com/mply_cap/status/1978916506793644266) [@mply_cap](/creator/x/mply_cap) 2025-10-16T20:10Z 1628 followers, XXX engagements


"@DurableGrowth5 $BN owns all of that"  
[X Link](https://x.com/mply_cap/status/1978917294123131144) [@mply_cap](/creator/x/mply_cap) 2025-10-16T20:13Z 1628 followers, XXX engagements


"@BrookfieldBets Its no doubt heavy but if u flip it around and think XX% is in other investments and $BN is diversified in itself it changes the concentration risk thinking"  
[X Link](https://x.com/mply_cap/status/1978958105674146094) [@mply_cap](/creator/x/mply_cap) 2025-10-16T22:55Z 1628 followers, XXX engagements


"Howard Marks is one of the greatest investors of our generation leading Oaktree with a XX% CAGR. $BN now owns XXX% of the company. Just casual stuff"  
[X Link](https://x.com/mply_cap/status/1979052699854291380) [@mply_cap](/creator/x/mply_cap) 2025-10-17T05:11Z 1631 followers, 4855 engagements


"@pdiddydog285633 Owned $BN and $AMZN before him 👍 Bought $UBER in 2023 sold then bought back this year. Appreciate the concern"  
[X Link](https://x.com/mply_cap/status/1979157607563547109) [@mply_cap](/creator/x/mply_cap) 2025-10-17T12:08Z 1628 followers, XXX engagements


"@JWS365 I think Uber is not trading at a premium. $MA and $V not too high of a premium. Why do you think $MA and $V may get disrupted"  
[X Link](https://x.com/mply_cap/status/1979187353886282035) [@mply_cap](/creator/x/mply_cap) 2025-10-17T14:06Z 1627 followers, XX engagements


"Free $XX at $COST for $UBER"  
[X Link](https://x.com/mply_cap/status/1979648305228607692) [@mply_cap](/creator/x/mply_cap) 2025-10-18T20:38Z 1631 followers, XXX engagements


"@At50w50882 The point was about feedback loops"  
[X Link](https://x.com/mply_cap/status/1980070066357166487) [@mply_cap](/creator/x/mply_cap) 2025-10-20T00:34Z 1637 followers, XX engagements


"My most recent buy is TransDigm ( $TDG ) First of all it is not fair to call it an oligopoly with peers like Heico Honeywell and Safran. They are a collection of monopolies. Introducing the company that has not had a red year since 2008 🧵"  
[X Link](https://x.com/mply_cap/status/1970306589195219029) [@mply_cap](/creator/x/mply_cap) 2025-09-23T01:57Z 1637 followers, 12K engagements


"First-mover advantage is real for Intuitive Surgical which holds a near-monopoly in robotic-assisted soft-tissue surgery. Hard to challenge a company with: 10000 da Vinci systems installed $XXX million price per system XX% recurring revenue XX% CAGR in robotic-surgery addressable market by 2034 $ISRG"  
[X Link](https://x.com/mply_cap/status/1972383055575937421) [@mply_cap](/creator/x/mply_cap) 2025-09-28T19:29Z 1637 followers, XXX engagements


"Market share aside (while still confirming) $FICO has a far wider moat over VantageScore than $MCO or $SPGI have over each other. Why The market rewards S&P Global and Moodys for issuing highly consistent ratings. They operate under constant scrutinybond yields and market prices provide immediate feedback forcing convergence and accuracy. For FICO this feedback loop doesnt exist. The three credit bureaus often hold different raw data since lenders arent required to report to all of them. As a result its common for VantageScore to average about XX points higher than the Classic FICO Score and"  
[X Link](https://x.com/mply_cap/status/1979190633752416514) [@mply_cap](/creator/x/mply_cap) 2025-10-17T14:19Z 1637 followers, 2800 engagements


"@Mindset4Money_X $FICO baby"  
[X Link](https://x.com/mply_cap/status/1979345153791053968) [@mply_cap](/creator/x/mply_cap) 2025-10-18T00:33Z 1637 followers, XXX engagements


"Crypto rails are interesting long term but they still need compliance trust etc which is already what $MA and $V already provide. New rails might coexist but replacing those layers is different. Keeping my eye out tho👍. Just because something is "better" doesnt necessarily mean replacement"  
[X Link](https://x.com/mply_cap/status/1980074295402303838) [@mply_cap](/creator/x/mply_cap) 2025-10-20T00:51Z 1637 followers, XX engagements


"How $FICO scores are calculated"  
[X Link](https://x.com/mply_cap/status/1980086005236662435) [@mply_cap](/creator/x/mply_cap) 2025-10-20T01:37Z 1637 followers, XXX engagements