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[@gekkoadvisors](/creator/twitter/gekkoadvisors)
"@AretardInvestor @DimitryNakhla $TDG is a fantastic IRR without future deals you just don't know much about the company to use trailing FCF yields"  
[X Link](https://x.com/gekkoadvisors/status/1979905464067322015) [@gekkoadvisors](/creator/x/gekkoadvisors) 2025-10-19T13:40Z 1398 followers, XXX engagements


"@evrgn11112231 The market is just being very silly here $TDG is better business with better capital allocation"  
[X Link](https://x.com/gekkoadvisors/status/1979906034387853610) [@gekkoadvisors](/creator/x/gekkoadvisors) 2025-10-19T13:42Z 1398 followers, XX engagements


"@AKWilk Great analysis. $TDG is cheap here. Mgmt historically has purchased shares at XX% IRR (5yr) and they have been buyers here"  
[X Link](https://x.com/gekkoadvisors/status/1979906283022033328) [@gekkoadvisors](/creator/x/gekkoadvisors) 2025-10-19T13:43Z 1398 followers, XX engagements


"@buccocapital We'll see how brave you are when Open AI announces ads on ChatGPT . . . . Chris Hohn has been exiting $GOOGL since last year and you are calling it "obvious in May" I think I know the clown car in this dialogue Thanks for playing"  
[X Link](https://x.com/gekkoadvisors/status/1979908609619247213) [@gekkoadvisors](/creator/x/gekkoadvisors) 2025-10-19T13:52Z 1398 followers, XXX engagements


"@rev_cap This is one of Google's biggest verticals (adult). OpenAI will be coming to digital ads soon as well"  
[X Link](https://x.com/gekkoadvisors/status/1979912725087084661) [@gekkoadvisors](/creator/x/gekkoadvisors) 2025-10-19T14:09Z 1398 followers, XX engagements


"@moninvestor When half of GDP growth is AI related it is a bubble"  
[X Link](https://x.com/gekkoadvisors/status/1979916367261253900) [@gekkoadvisors](/creator/x/gekkoadvisors) 2025-10-19T14:23Z 1398 followers, XX engagements


"@buccocapital And what do you think OpenAI is going to do genius And what does that mean for Google"  
[X Link](https://x.com/gekkoadvisors/status/1980314602224382344) [@gekkoadvisors](/creator/x/gekkoadvisors) 2025-10-20T16:46Z 1398 followers, X engagements


"@marc_slans @At50w50882 I'll put $CP against it. I like the waste space but entry multiple too high here. Like $SHW"  
[X Link](https://x.com/gekkoadvisors/status/1956818244188209244) [@gekkoadvisors](/creator/x/gekkoadvisors) 2025-08-16T20:39Z 1397 followers, XXX engagements


"@At50w50882 @mply_cap $TDG vs $HEI valuation gap is a joke $TDG vs $WWD is criminal"  
[X Link](https://x.com/gekkoadvisors/status/1971948522972107254) [@gekkoadvisors](/creator/x/gekkoadvisors) 2025-09-27T14:42Z 1401 followers, XXX engagements


"@zippytop71 $TDG they gonna beat FY26 with Simmonds deal now included"  
[X Link](https://x.com/gekkoadvisors/status/1975995906815152252) [@gekkoadvisors](/creator/x/gekkoadvisors) 2025-10-08T18:45Z 1401 followers, XXX engagements


"@zippytop71 @evrgn11112231 @PythiaR $TDG superior quality business to $GE hands down plus better capital allocation"  
[X Link](https://x.com/gekkoadvisors/status/1975999268977770629) [@gekkoadvisors](/creator/x/gekkoadvisors) 2025-10-08T18:58Z 1401 followers, XXX engagements


"@zippytop71 X - Engines are a bubble right now X - 90-95% of TDG aftermarket is NON DISCRETIONARY (you can't fly planes with their stuff) X - Did $1B deals in FY25 X - Don't need deals for great IRR here X - $TDG and $HEI top two models in aero AM + best capital allocators"  
[X Link](https://x.com/gekkoadvisors/status/1976009104700342396) [@gekkoadvisors](/creator/x/gekkoadvisors) 2025-10-08T19:37Z 1401 followers, XXX engagements


"@LlamaBravo @mply_cap @DimitryNakhla $TDG does not squeeze on pricing - their price increases are inline with peers"  
[X Link](https://x.com/gekkoadvisors/status/1978553745324572795) [@gekkoadvisors](/creator/x/gekkoadvisors) 2025-10-15T20:09Z 1401 followers, XXX engagements


"@PythiaR @viggy_krishnan $TDG is not the problem with DOD - they deliver on time"  
[X Link](https://x.com/gekkoadvisors/status/1978575960090800162) [@gekkoadvisors](/creator/x/gekkoadvisors) 2025-10-15T21:37Z 1401 followers, XXX engagements


"@QualityInvest5 In fact I would argue that ChatGPT paid subs growth flat lining means it is SOONER than LATER ads are coming. How the fuck else are they going to pay for all this build out Short $GOOGL"  
[X Link](https://x.com/gekkoadvisors/status/1979300725764071757) [@gekkoadvisors](/creator/x/gekkoadvisors) 2025-10-17T21:37Z 1401 followers, XX engagements


"@ChrisIn0K @JunkWaxHeroes You know @TomCampbell_MBT Was that the LCS reference I think"  
[X Link](https://x.com/gekkoadvisors/status/1980089024418292185) [@gekkoadvisors](/creator/x/gekkoadvisors) 2025-10-20T01:49Z 1397 followers, X engagements