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[@gnufs](/creator/twitter/gnufs)
"$MCD compounded its dividend by XXXX% over XX years That's over 200x of its 1983 dividend. 🤯"  
[X Link](https://x.com/gnufs/status/1977413287856988451) [@gnufs](/creator/x/gnufs) 2025-10-12T16:37Z 5328 followers, 4634 engagements


"Nobody gets fired for buying brand-name elevator maintenance. $OTIS"  
[X Link](https://x.com/gnufs/status/1947971314909593781) [@gnufs](/creator/x/gnufs) 2025-07-23T10:45Z 5327 followers, 5329 engagements


"$WU review: Western Union is hanging on to its international money transfer business by discounting its notoriously high (read: profitable) take rate"  
[X Link](https://x.com/gnufs/status/1950468163763610098) [@gnufs](/creator/x/gnufs) 2025-07-30T08:07Z 5327 followers, 3396 engagements


"Hypothesis: Otis is superior to Schindler and KONE both as a business and as an allocator $otis $schn $knebv"  
[X Link](https://x.com/gnufs/status/1952392332210487772) [@gnufs](/creator/x/gnufs) 2025-08-04T15:33Z 5327 followers, 4613 engagements


"I'm working on a piece on $OTIS but couldn't wait to share this The real engine behind the company's elevating profits"  
[X Link](https://x.com/gnufs/status/1955576584473063905) [@gnufs](/creator/x/gnufs) 2025-08-13T10:26Z 5328 followers, 4349 engagements


"34 years of $OTIS"  
[X Link](https://x.com/gnufs/status/1957080072663232948) [@gnufs](/creator/x/gnufs) 2025-08-17T14:00Z 5327 followers, 3031 engagements


"My top X convictions (on a decade+ horizon) make up almost 2/3rd of my active portfolio: - $EVO - $PM - $OTIS - $DPZ - $V $MA"  
[X Link](https://x.com/gnufs/status/1960388472205607385) [@gnufs](/creator/x/gnufs) 2025-08-26T17:06Z 5328 followers, 10.6K engagements


"Long a thoughtful $EVO shareholder @SvnCapital explains why he decided to divest from the company: slow regulated market openings labor disputes opaque disclosure policy on Asia"  
[X Link](https://x.com/gnufs/status/1975543023821070375) [@gnufs](/creator/x/gnufs) 2025-10-07T12:45Z 5327 followers, 9661 engagements


"I have my *sneaky* suspicions on how $EVO decided to clone its own studio"  
[X Link](https://x.com/gnufs/status/1975553603193688499) [@gnufs](/creator/x/gnufs) 2025-10-07T13:27Z 5328 followers, 5747 engagements


"$DPZ is launching its first brand refresh in XX years"  
[X Link](https://x.com/gnufs/status/1975891374701731873) [@gnufs](/creator/x/gnufs) 2025-10-08T11:49Z 5327 followers, 2808 engagements


"$DPZ is executing like a champ for the weakened consumer"  
[X Link](https://x.com/gnufs/status/1978066911117160959) [@gnufs](/creator/x/gnufs) 2025-10-14T11:54Z 5327 followers, 3281 engagements


"presented the long-term case for $MCD"  
[X Link](https://x.com/gnufs/status/1978094064747593780) [@gnufs](/creator/x/gnufs) 2025-10-14T13:42Z 5327 followers, 3303 engagements


"@thewritser I am no expert but GCB (board) seems to first approve mergers and then NGC (commission)"  
[X Link](https://x.com/gnufs/status/1978477749040787932) [@gnufs](/creator/x/gnufs) 2025-10-15T15:07Z 5328 followers, XXX engagements


"What $BF did wrong: - didn't foresee the spirits slowdown - lost on-premise share - raised prices too little over XX years $BF's plan: - ad campaigns - JD variants - US: distribution reset on-premise push - Int'l: own distribution - wait for spirits demand to come back"  
[X Link](https://x.com/gnufs/status/1978885811933233395) [@gnufs](/creator/x/gnufs) 2025-10-16T18:08Z 5327 followers, 1535 engagements


"Lower priced higher margin carry-outs are lifting Domino's store sales with the budget-constrained consumers .thanks to $DPZ's fortressed franchise network"  
[X Link](https://x.com/gnufs/status/1978886487954321516) [@gnufs](/creator/x/gnufs) 2025-10-16T18:11Z 5328 followers, 1326 engagements