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[@__MattLindsay](/creator/twitter/__MattLindsay)
"$AT (EV: 393M Last Close: 3.24) Ashtead Technology is a subsea equipment rental company and has been growing successfully through M&A. Ashstead is the one shop stop for subsea installation companies who emphasize breadth of tools reliability and availability"  
![@__MattLindsay Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748595614458462208.png) [@__MattLindsay](/creator/x/__MattLindsay) on [X](/post/tweet/1947728293635232157) 2025-07-22 18:39:46 UTC XXX followers, XXX engagements


"$RAKE (EV: 154M SEK Last Close: XXXX SEK) Raketech owns iGambling referral websites. If you google for the best online betting sites Raketech most likely owns the review/comparison site you end up visiting"  
![@__MattLindsay Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748595614458462208.png) [@__MattLindsay](/creator/x/__MattLindsay) on [X](/post/tweet/1944432962604261608) 2025-07-13 16:25:18 UTC XXX followers, XXX engagements


"$ALLY (MCap: 12.5B Last Close: $40.89) Ally is the largest digital bank and auto lender in the US. Since splitting from GMs finance arm after the crisis Ally evolved from a wholesale-funded lender into a full-service deposit-funded auto finance and insurance provider"  
![@__MattLindsay Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748595614458462208.png) [@__MattLindsay](/creator/x/__MattLindsay) on [X](/post/tweet/1940768161202425934) 2025-07-03 13:42:42 UTC XXX followers, XXX engagements


"$SPX.L (EV: 5.6B Last Close: 63.95) Spirax is a proven long-term industrial compounder. Their main business is steam processing. They offer solutions to improve thermal efficiency in industrial processes which come with high margin sticky and recuring parts revenues"  
![@__MattLindsay Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748595614458462208.png) [@__MattLindsay](/creator/x/__MattLindsay) on [X](/post/tweet/1906250880921243894) 2025-03-30 07:43:21 UTC XXX followers, XXX engagements


"$GTX (EV: $3.4B Last Close: $10.07) Garret Motion is a leading manufacturer of turbochargers. Turbochargers are highly engineered with Garret and Borgwarner operating in duopoly allowing for high margins and nice ROICs"  
![@__MattLindsay Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748595614458462208.png) [@__MattLindsay](/creator/x/__MattLindsay) on [X](/post/tweet/1937856784984949025) 2025-06-25 12:53:55 UTC XXX followers, XXX engagements


"$ABG (EV: $9.9B Last Close: $265.97) Asbury Automotive is one of the largest and best run auto retailers in the US with a durable ROE of 18.5%. They retain and reinvest XXX% of earnings. buying shares at a yield of XX% should produce attractive returns going forward"  
![@__MattLindsay Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748595614458462208.png) [@__MattLindsay](/creator/x/__MattLindsay) on [X](/post/tweet/1943727534253691390) 2025-07-11 17:42:11 UTC XXX followers, XXX engagements