[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@the_gorillagame](/creator/twitter/the_gorillagame) "Check out my Deep Dive on Diploma Plc. $DPLM is a UK-based serial acquirer of niche distribution businesses. The relatively new CEO has proven to be an adept capital allocator and has built a "platform" ensuring Diploma can scale for years to come. $DPLM $DPLM.LN $DPLM.L #serialacquirers"  [@the_gorillagame](/creator/x/the_gorillagame) on [X](/post/tweet/1915956205765472265) 2025-04-26 02:28:50 UTC XXX followers, XXX engagements "Interesting for those that follow $FND. Baupost-backed Mosaic co files for bankruptcy. You can find the filings and read about the background. Looks like Mosaic had XX higher-end design stores called Walker Zanger ($70m revenue) similar to $FND's design store concept and an in-house distribution arm focused on higher-end deco tiles (Surfaces Southeast). If you talk to $FND they'll tell you that their deco tiles can be obnoxiously cheap like XX% cheaper and moreover it's all available in stock. I always struggled to understand how anybody besides $HD and $LOW could compete against $FND and the"  [@the_gorillagame](/creator/x/the_gorillagame) on [X](/post/tweet/1942719271974609342) 2025-07-08 22:55:43 UTC XXX followers, XXX engagements "$DPLM killing it. Organic growth accelerating to XX% for F2025. Deployed c40m into M&A paying roughly 6.5x for complementary HSD organic growth businesses. At roughly 33x FCF market is pricing in X% organic growth and XX% of FCF redeployed at a mid-teens ROIC so shares fairly valued or even slight over valued. $DPLM.L $DPLM.LN"  [@the_gorillagame](/creator/x/the_gorillagame) on [X](/post/tweet/1948038768222712125) 2025-07-23 15:13:29 UTC XXX followers, XXX engagements "Checkout my new post: The Beauty Flywheel is Broken I think $OR $EL are structurally worse businesses and that celebrity/influencer DTC brands have real competitive advantages over big beauty. I'm positive on the high-velocity/ingredients-led players like $ELF and Korean Beauty as well as luxury beauty $LVMH $KER and Chanel. This is meant as background research on my forthcoming deepdive on $CRDA $CRDA.LN"  [@the_gorillagame](/creator/x/the_gorillagame) on [X](/post/tweet/1934782170914279576) 2025-06-17 01:16:30 UTC XXX followers, XXX engagements "Check out my deep dive on Croda a business that has enabled the disruption in the beauty industry. $CRDA $CRDA.L $CRDA.LN $EL $OR $OR.FP $ASH"  [@the_gorillagame](/creator/x/the_gorillagame) on [X](/post/tweet/1941213017456378061) 2025-07-04 19:10:24 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@the_gorillagame
"Check out my Deep Dive on Diploma Plc. $DPLM is a UK-based serial acquirer of niche distribution businesses. The relatively new CEO has proven to be an adept capital allocator and has built a "platform" ensuring Diploma can scale for years to come. $DPLM $DPLM.LN $DPLM.L #serialacquirers"
@the_gorillagame on X 2025-04-26 02:28:50 UTC XXX followers, XXX engagements
"Interesting for those that follow $FND. Baupost-backed Mosaic co files for bankruptcy. You can find the filings and read about the background. Looks like Mosaic had XX higher-end design stores called Walker Zanger ($70m revenue) similar to $FND's design store concept and an in-house distribution arm focused on higher-end deco tiles (Surfaces Southeast). If you talk to $FND they'll tell you that their deco tiles can be obnoxiously cheap like XX% cheaper and moreover it's all available in stock. I always struggled to understand how anybody besides $HD and $LOW could compete against $FND and the" @the_gorillagame on X 2025-07-08 22:55:43 UTC XXX followers, XXX engagements
"$DPLM killing it. Organic growth accelerating to XX% for F2025. Deployed c40m into M&A paying roughly 6.5x for complementary HSD organic growth businesses. At roughly 33x FCF market is pricing in X% organic growth and XX% of FCF redeployed at a mid-teens ROIC so shares fairly valued or even slight over valued. $DPLM.L $DPLM.LN" @the_gorillagame on X 2025-07-23 15:13:29 UTC XXX followers, XXX engagements
"Checkout my new post: The Beauty Flywheel is Broken I think $OR $EL are structurally worse businesses and that celebrity/influencer DTC brands have real competitive advantages over big beauty. I'm positive on the high-velocity/ingredients-led players like $ELF and Korean Beauty as well as luxury beauty $LVMH $KER and Chanel. This is meant as background research on my forthcoming deepdive on $CRDA $CRDA.LN" @the_gorillagame on X 2025-06-17 01:16:30 UTC XXX followers, XXX engagements
"Check out my deep dive on Croda a business that has enabled the disruption in the beauty industry. $CRDA $CRDA.L $CRDA.LN $EL $OR $OR.FP $ASH" @the_gorillagame on X 2025-07-04 19:10:24 UTC XXX followers, XXX engagements