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# ![@AKWilk Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::31607223.png) @AKWilk Adam Wilk

Adam Wilk posts on X about $tdg, $bldr, $wm, $rsg the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::31607223/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::31607223/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXX +65%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +141%

### Mentions: XX [#](/creator/twitter::31607223/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::31607223/c:line/m:posts_active.svg)

- X Week XX +20%
- X Month XX +9.90%
- X Months XXX +167%
- X Year XXX +419%

### Followers: XXXXXX [#](/creator/twitter::31607223/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::31607223/c:line/m:followers.svg)

- X Week XXXXXX +0.29%
- X Month XXXXXX +1.40%
- X Months XXXXXX +8%
- X Year XXXXXX +19%

### CreatorRank: XXXXXXX [#](/creator/twitter::31607223/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::31607223/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::31607223/influence)
---

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[$tdg](/topic/$tdg) #1, [$bldr](/topic/$bldr) #1, [$wm](/topic/$wm) #103, [$rsg](/topic/$rsg) #22, [$wcn](/topic/$wcn) #9, [$mlm](/topic/$mlm) #3, [$vmc](/topic/$vmc) #5, [$13b](/topic/$13b) #36, [$crh](/topic/$crh) #3, [boring](/topic/boring) #173

**Top accounts mentioned or mentioned by**
[@microcapclub](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@kairospraxis](/creator/undefined) [@mrneutralman](/creator/undefined) [@capitaloptimism](/creator/undefined) [@newcomerinvest](/creator/undefined) [@bonhoefferkds](/creator/undefined) [@andrewrangeley](/creator/undefined) [@streamrg](/creator/undefined) [@lonewolftwit58](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@sumzero](/creator/undefined) [@autumncapital](/creator/undefined) [@slothcap](/creator/undefined) [@inatailhedged](/creator/undefined) [@j3owcap](/creator/undefined) [@friedoystercult](/creator/undefined) [@gauravphoenix](/creator/undefined) [@abramsom34159](/creator/undefined) [@austinpowerscap](/creator/undefined)

**Top assets mentioned**
[TransDigm Group, Inc. (TDG)](/topic/$tdg) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Waste Management, Inc. (WM)](/topic/$wm) [Republic Services, Inc. (RSG)](/topic/$rsg) [Waste Connections, Inc. (WCN)](/topic/$wcn) [Martin Marietta Materials, Inc. (MLM)](/topic/$mlm) [Vulcan Materials Company (VMC)](/topic/$vmc) [CRH Public Limited Company (CRH)](/topic/$crh) [Mastercard, Inc. (MA)](/topic/$ma) [Jack Henry & Associates, Inc. (JKHY)](/topic/$jkhy) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Neural Protocol (NRP)](/topic/$nrp) [M/I Homes, Inc. (MHO)](/topic/$mho)
### Top Social Posts [#](/creator/twitter::31607223/posts)
---
Top posts by engagements in the last XX hours

"Once a $TDG part is installed on a plane it stays there for 2530 years. Replacement parts = 5060% of sales but XX% of EBITDA. Recurring high-margin non-cyclical. Its the razor/razorblade model aerospace edition"  
[X Link](https://x.com/AKWilk/status/1979206327667744911) [@AKWilk](/creator/x/AKWilk) 2025-10-17T15:22Z 13.3K followers, XXX engagements


"#CompounderFriday Highlighting another company with rare traits that has allowed it to compound value over long periods. This week one of my favorite companies: Tyler Technologies $TYL"  
[X Link](https://x.com/AKWilk/status/1953842622881046570) [@AKWilk](/creator/x/AKWilk) 2025-08-08T15:35Z 13.3K followers, 10.1K engagements


"Tyler Technologies builds mission-critical software for local governments courts police departments and schools. Its the definition of vertical SaaS: integral to day to day workflows deeply embedded and very sticky. Over 40000 installations across all XX states"  
[X Link](https://x.com/AKWilk/status/1953842760768782511) [@AKWilk](/creator/x/AKWilk) 2025-08-08T15:36Z 13.3K followers, XXX engagements


"Tyler Technologies isnt cheap just like most great businesses but its one of the purest examples of vertical SaaS done well"  
[X Link](https://x.com/AKWilk/status/1953844300912992573) [@AKWilk](/creator/x/AKWilk) 2025-08-08T15:42Z 13.3K followers, 1291 engagements


"I missed this thread last week so let's catch up with two solid compounders. #CompounderFriday: Visa $V & Mastercard $MA Two tollbooths on the global economy. Together they process $18T in annual payment volume earn 60%+ margins and have compounded shareholder wealth at 20%+ CAGR for 15+ years"  
[X Link](https://x.com/AKWilk/status/1976673948235399235) [@AKWilk](/creator/x/AKWilk) 2025-10-10T15:39Z 13.3K followers, 3019 engagements


"Some nice insider buying at $IVFH"  
[X Link](https://x.com/AKWilk/status/1814647536008749130) [@AKWilk](/creator/x/AKWilk) 2024-07-20T13:04Z 13.3K followers, 2819 engagements


"The playbook for $TDG: X Acquire proprietary aerospace parts businesses X Cut costs raise prices simplify X Focus only on EBITDA and cash generation X Recycle capital into the next deal X Reward shareholders (special dividends buybacks)"  
[X Link](https://x.com/AKWilk/status/1979207244878168513) [@AKWilk](/creator/x/AKWilk) 2025-10-17T15:25Z 13.3K followers, XXX engagements


"$TDG is a case study in micro-monopolies + capital discipline. It proves: Boring parts can build extraordinary wealth Focus beats diversification Price volume ROIC growth A masterclass in compounding through focus pricing power and capital allocation"  
[X Link](https://x.com/AKWilk/status/1979207765655425296) [@AKWilk](/creator/x/AKWilk) 2025-10-17T15:27Z 13.3K followers, 1230 engagements


"The founder retired in 2018 but the DNA remains: Conservative accounting Prudent capital allocation Relentless vertical focus Rare M&A discipline (only accretive strategic fits)"  
[X Link](https://x.com/AKWilk/status/1953843787874062670) [@AKWilk](/creator/x/AKWilk) 2025-08-08T15:40Z 13.3K followers, XXX engagements


"The BMC merger in 2021 was a huge catalyst. The $2.5B deal created the #1 national distributor with $20B+ combined revenue. Synergies exceeded expectations in terms of cost savings network density and pricing leverage. $BLDR emerged as a category killer"  
[X Link](https://x.com/AKWilk/status/1971627203692843014) [@AKWilk](/creator/x/AKWilk) 2025-09-26T17:25Z 13.3K followers, XXX engagements


"The team at $IVFH is executing incredibly well"  
[X Link](https://x.com/AKWilk/status/1790770291003498723) [@AKWilk](/creator/x/AKWilk) 2024-05-15T15:44Z 13.3K followers, 2697 engagements


"Key business segments: Lumber & sheet goods Manufactured components (trusses wall panels) Windows doors millwork Other building materials Importantly value-added products like manufactured components are growing faster and carry higher margins"  
[X Link](https://x.com/AKWilk/status/1971627000185213296) [@AKWilk](/creator/x/AKWilk) 2025-09-26T17:24Z 13.3K followers, XXX engagements


"I wanna start a new series #compounderfridays. Ive been spending some time on Jack Henry. $JKHY is a $13B company that sells core banking software to small community banks. My kind of business: boring slow growing and one of the most reliable compounders of the last XX years"  
[X Link](https://x.com/AKWilk/status/1951349481963753589) [@AKWilk](/creator/x/AKWilk) 2025-08-01T18:29Z 13.3K followers, 11.9K engagements


"But quality is never cheap. Valuation snapshot (2025E): $WM: 33x EPS 40x FCF $RSG: 33x EPS 31x FCF $WCN: 70x EPS 41x FCF"  
[X Link](https://x.com/AKWilk/status/1966562010474111414) [@AKWilk](/creator/x/AKWilk) 2025-09-12T17:58Z 13.3K followers, 1970 engagements


"$TDG loves leverage. They target 67x debt/EBITDA which sounds scary but cash flows are so steady it works. They regularly pay down debt with FCF then lever up again for M&A or special dividends. They've returned over $7B to shareholders this way. Current setup (2025): Commercial recovery intact Aftermarket volumes up M&A pipeline active $71B mkt cap 41x P/E 28x FCF Normalized FCF growth of 15%+ still supports long-term compounding"  
[X Link](https://x.com/AKWilk/status/1979207563183870195) [@AKWilk](/creator/x/AKWilk) 2025-10-17T15:27Z 13.3K followers, 1304 engagements


"Builders FirstSource is the largest supplier of building materials to homebuilders and contractors in the U.S. XXX locations operations in XX states 500K customers. They sell lumber windows trusses doors roofing siding and everything needed to build a home"  
[X Link](https://x.com/AKWilk/status/1971626798023950767) [@AKWilk](/creator/x/AKWilk) 2025-09-26T17:23Z 13.3K followers, XXX engagements


"#CompounderFriday: TransDigm $TDG A $71B aerospace parts supplier trading at 41x earnings. TDG is one of the most profitable industrial companies out there"  
[X Link](https://x.com/AKWilk/status/1979206028680900984) [@AKWilk](/creator/x/AKWilk) 2025-10-17T15:21Z 13.3K followers, 6388 engagements


"Excellent episode. Boring is beautiful"  
[X Link](https://x.com/AKWilk/status/1968142434812014596) [@AKWilk](/creator/x/AKWilk) 2025-09-17T02:38Z 13.3K followers, 1871 engagements


"Market structure: $WM + $RSG = XX% of U.S. waste $WCN = #3 in North America Top X firms = XX% of industry revenue Despite their size each still has massive room to roll up smaller haulers especially in secondary markets"  
[X Link](https://x.com/AKWilk/status/1966559966627508338) [@AKWilk](/creator/x/AKWilk) 2025-09-12T17:50Z 13.3K followers, 1204 engagements


"What makes $MLM $VMC $CRH and aggregates incredible Natural monopoly from location Permitting + zoning barriers Demand tied to infrastructure & urbanization Low variable costs Operating leverage as volumes rise Pricing power"  
[X Link](https://x.com/AKWilk/status/1969111063288242281) [@AKWilk](/creator/x/AKWilk) 2025-09-19T18:47Z 13.3K followers, XXX engagements


"Lets look at the financial machines: $WM $23B revenue XX% EBITDA margin $2.2B FCF XX% ROIC Dividend yield: XXX% $2.8B buybacks in 2024 $RSG $16.3B revenue XX% EBITDA margin $2.5B FCF XX% 10yr EPS CAGR Growing dividend + buybacks $WCN $9B revenue XX% EBITDA margin XX% FCF margin XX% 10yr EPS CAGR Best margins in the industry"  
[X Link](https://x.com/AKWilk/status/1966560647853814072) [@AKWilk](/creator/x/AKWilk) 2025-09-12T17:52Z 13.3K followers, XXX engagements


"Since $TDG's 2006 IPO: Revenue up 10x EBITDA up 15x FCF/share up 20x Stock up 40x Adjusted EPS CAGR: 22%+ Few industrials have compounded faster for longer"  
[X Link](https://x.com/AKWilk/status/1979207163923816675) [@AKWilk](/creator/x/AKWilk) 2025-10-17T15:25Z 13.3K followers, XXX engagements


"$TDG makes proprietary aircraft components including actuators valves sensors locks latches pumps controls switches etc. If it moves seals opens or measures something on an aircraft TDG probably makes it"  
[X Link](https://x.com/AKWilk/status/1979206120561340570) [@AKWilk](/creator/x/AKWilk) 2025-10-17T15:21Z 13.3K followers, XXX engagements


"This is a fragmented $100B+ industry where most competitors are local distributors or small independents. $BLDR has scale advantages: National purchasing power Superior logistics Cross-selling bundled products Stronger balance sheet"  
[X Link](https://x.com/AKWilk/status/1971626904307617867) [@AKWilk](/creator/x/AKWilk) 2025-09-26T17:24Z 13.3K followers, XXX engagements


"$BLDR is proof that: Even cyclical industries can compound Roll-ups work in fragmented markets Capital allocation multiplies returns Scale and mix shift can equal margin expansion This is a boring business with phenomenal execution"  
[X Link](https://x.com/AKWilk/status/1971628589151080530) [@AKWilk](/creator/x/AKWilk) 2025-09-26T17:31Z 13.3K followers, 1414 engagements


"New category of investment: control compounder. Largely family / insider owned. Give up some liquidity premium for steady eddie growth and profits. Any good examples"  
[X Link](https://x.com/AKWilk/status/1928807434346221740) [@AKWilk](/creator/x/AKWilk) 2025-05-31T13:35Z 13.3K followers, 25.9K engagements


"$V and $MA dont issue cards or lend money. Theyre network businesses: Process transactions Connect banks merchants and consumers Take a small fee on every swipe/tap/transfer In other words they are the 'plumbing' of global payments"  
[X Link](https://x.com/AKWilk/status/1976674080683368612) [@AKWilk](/creator/x/AKWilk) 2025-10-10T15:40Z 13.3K followers, XXX engagements


"What drives growth Housing starts (1.5M annual demand in U.S.) Repair/remodel tailwinds Share gains from independents Value-added mix shift (trusses millwork) Vertical integration Even in soft housing cycles $BLDR expands share"  
[X Link](https://x.com/AKWilk/status/1971628022919999761) [@AKWilk](/creator/x/AKWilk) 2025-09-26T17:28Z 13.3K followers, XXX engagements


"This is a great sector for long-term investors who want: Physical moats Hard assets Inelastic demand Reinvestment opportunity Management teams that compound cash at scale $MLM and $VMC have outperformed the S&P XXX over the past XX XX and XX years with lower volatility. All while selling dirt"  
[X Link](https://x.com/AKWilk/status/1969112232048148882) [@AKWilk](/creator/x/AKWilk) 2025-09-19T18:51Z 13.3K followers, 1579 engagements


"$VMC Sunbelt exposure + asphalt/concrete integration $MLM Blue-chip operator great margin discipline $CRH Global scale owns Oldcastle more exposure to Europe + manufacturing + distribution All benefit from consolidation. The long game is local market dominance and once each enters a region they: Buy up smaller players Secure haul routes Lock in contractors + municipalities Build a moat out of geography + regulation"  
[X Link](https://x.com/AKWilk/status/1969111843622043909) [@AKWilk](/creator/x/AKWilk) 2025-09-19T18:50Z 13.3K followers, XXX engagements


"Financial profile (TTM): $16B revenue $2.2B EBITDA XX% EBITDA margin $1.2B+ FCF Healthy balance sheet self-funding cash-generating"  
[X Link](https://x.com/AKWilk/status/1971627689963647300) [@AKWilk](/creator/x/AKWilk) 2025-09-26T17:27Z 13.3K followers, XXX engagements


"@kingdomcapadv My old lunch spot when I worked for the Rockets - great food court"  
[X Link](https://x.com/AKWilk/status/1978274534793810143) [@AKWilk](/creator/x/AKWilk) 2025-10-15T01:39Z 13.3K followers, XXX engagements


"Valuation today: $13B market cap 18x earnings - 12x EBITDA 15x FCF For a market leader with durable share gains this is not expensive"  
[X Link](https://x.com/AKWilk/status/1971628429297832367) [@AKWilk](/creator/x/AKWilk) 2025-09-26T17:30Z 13.3K followers, XXX engagements


"The moat: FAA certification is slow expensive and proprietary Airlines cant risk uncertified alternatives Pricing power is extreme (57% annual increases are normal) Switching costs are effectively infinite"  
[X Link](https://x.com/AKWilk/status/1979206431724245359) [@AKWilk](/creator/x/AKWilk) 2025-10-17T15:22Z 13.3K followers, XXX engagements


"15-year returns: $WM: XX% CAGR $RSG: XX% CAGR $WCN: XX% CAGR This beats most tech stocks without venture risk dilution or hype cycles"  
[X Link](https://x.com/AKWilk/status/1966561399435387079) [@AKWilk](/creator/x/AKWilk) 2025-09-12T17:55Z 13.3K followers, XXX engagements


"The Greystone Capital Q4 letter is now available on our site. Discussion includes $SYZ $BELFB $IVFH $LMB and a new top five position in $NRP a compelling risk/reward"  
[X Link](https://x.com/AKWilk/status/1882784455368348001) [@AKWilk](/creator/x/AKWilk) 2025-01-24T13:36Z 13.3K followers, 44.2K engagements


"Financials (TTM): $8.5B revenue XX% gross margin XX% EBITDA margin $4.3B EBITDA $1.9B FCF ROIC XX% Net debt/EBITDA 6x (by design) TDG runs a high-leverage high-return model and still mints cash"  
[X Link](https://x.com/AKWilk/status/1979207000392167544) [@AKWilk](/creator/x/AKWilk) 2025-10-17T15:24Z 13.3K followers, XXX engagements


"Waste is a perfect example of where to look for compounders: Recurring need Physical + regulatory moats Fragmented competition Culture of capital discipline Long runway for consolidation Thats $WM $RSG and $WCN. Three of the best compounders in the market. For long-term wealth dont ignore boring"  
[X Link](https://x.com/AKWilk/status/1966562285612396707) [@AKWilk](/creator/x/AKWilk) 2025-09-12T17:59Z 13.3K followers, 1916 engagements


"Over time: Revenue growing 57%/yr EBITDA growing XXX% FCF growing 1015% Modest dividend + buybacks Stable share counts (mostly) Classic durable compounder math here"  
[X Link](https://x.com/AKWilk/status/1969111985833865327) [@AKWilk](/creator/x/AKWilk) 2025-09-19T18:50Z 13.3K followers, XXX engagements


"#CompounderFriday: Waste Edition Today were looking at the kings of trash: $WM (Waste Management) $RSG (Republic Services) $WCN (Waste Connections) Three boring businesses that have quietly compounded at 1220%+ annually for decades"  
[X Link](https://x.com/AKWilk/status/1966559509301633295) [@AKWilk](/creator/x/AKWilk) 2025-09-12T17:48Z 13.3K followers, 5378 engagements


"M&A is the flywheel. $WM $WCN $RSG have done hundreds of tuck-ins over the last XX years: Hauling routes Transfer stations Recycling centers Local franchises Its a never-ending roll-up of mom-and-pop operators into the network"  
[X Link](https://x.com/AKWilk/status/1966561204853215408) [@AKWilk](/creator/x/AKWilk) 2025-09-12T17:55Z 13.3K followers, XXX engagements


"Their genius isnt the parts but rather the business model. They only focus on: ✅ Proprietary FAA-certified designs ✅ Low competition / sole-source ✅ Small content per aircraft but critical to safety ✅ High aftermarket demand"  
[X Link](https://x.com/AKWilk/status/1979206220184424706) [@AKWilk](/creator/x/AKWilk) 2025-10-17T15:21Z 13.3K followers, XXX engagements


"That last point is the key: Aggregates are heavy and expensive to transport which means these businesses are local monopolies. If you own the closest quarry you win because no one is trucking rock 50+ miles at scale"  
[X Link](https://x.com/AKWilk/status/1969110661318799464) [@AKWilk](/creator/x/AKWilk) 2025-09-19T18:45Z 13.3K followers, XXX engagements


"Passed on a homebuilder five years ago (a few actually) because homebuilders are cyclical and that bias pushed me away. $MHO was one of the cheapest homebuilders I had ever seen. Five year CAGR of +26%. Every single bias you have should be examined and tested until you cant prove it wrong. Your strongest held investing beliefs may also be big weaknesses"  
[X Link](https://x.com/AKWilk/status/1978486421976436748) [@AKWilk](/creator/x/AKWilk) 2025-10-15T15:41Z 13.3K followers, 4038 engagements


"Capital allocation: $BLDR is a buyback machine: Repurchased XX% of shares since 2021 $3B+ in buybacks over last X years Opportunistic especially during housing downturns Since 2015: Revenue up 3.5x EBITDA up 7x EPS up 15x Share count decreased 40%+ Stock price up 20x"  
[X Link](https://x.com/AKWilk/status/1971627922453618970) [@AKWilk](/creator/x/AKWilk) 2025-09-26T17:28Z 13.3K followers, XXX engagements


"$VMC $MLM and $CRH. Local monopolies. Physical moats. Unsexy dominance. Compounders hiding in plain sight"  
[X Link](https://x.com/AKWilk/status/1969112447878402423) [@AKWilk](/creator/x/AKWilk) 2025-09-19T18:52Z 13.3K followers, 1462 engagements


"Returns to shareholders: Since 2008 IPO $V / 2006 IPO $MA: Visa: 20x Mastercard: 30x Both crushed the S&P XXX EPS growth: XX% CAGR FCF/share growth: XX% CAGR"  
[X Link](https://x.com/AKWilk/status/1976675233412379025) [@AKWilk](/creator/x/AKWilk) 2025-10-10T15:44Z 13.3K followers, XXX engagements


"$MLM $37.4B mkt cap 34.44x P/E $1.81B Q2 rev (+2.7% Y/Y) Dividend yield: XXXX% $VMC $39.4B mkt cap 32.62x P/E $2.1B Q2 rev (+4.4% Y/Y) Dividend yield: XXXX% $CRH $XXX stock $75.6B mkt cap 23.28x P/E $10.2B Q2 rev (+5.7% Y/Y) Dividend yield: 1.31%"  
[X Link](https://x.com/AKWilk/status/1969110865891791044) [@AKWilk](/creator/x/AKWilk) 2025-09-19T18:46Z 13.3K followers, XXX engagements


"$AT.L is interesting. Since 2017 the company has compounded revenues at XX% and EBITDA at XX% fueled by a disciplined M&A roll-up of the fragmented subsea rental market. Despite stellar fundamentals and a 40-year operating history shares have declined -XX% in the past few days and down -XX% YTD now trading at under 5x EBITDA. Ashtead is a fast-growing subsea equipment rental business operating in the offshore oil & gas and renewables markets. Often mistaken for a commoditized cyclical services firm Ashtead is in fact a capital-efficient high-ROIC rental platform with embedded structural"  
[X Link](https://x.com/AKWilk/status/1948003906748895552) [@AKWilk](/creator/x/AKWilk) 2025-07-23T12:54Z 13.3K followers, 1605 engagements


"#CompounderFriday: Aggregates Edition $VMC Vulcan Materials $MLM Martin Marietta $CRH CRH PLC Three heavyweights that sell sand gravel cement and crushed stone"  
[X Link](https://x.com/AKWilk/status/1969110391813820433) [@AKWilk](/creator/x/AKWilk) 2025-09-19T18:44Z 13.3K followers, 3433 engagements


"Thats $BLDR. From local supplier to national category leader. From cyclical distributor to capital return engine. From $1B to $13B market cap in a decade. Quietly one of the strongest compounders in the market"  
[X Link](https://x.com/AKWilk/status/1971628803509440818) [@AKWilk](/creator/x/AKWilk) 2025-09-26T17:31Z 13.3K followers, 1343 engagements


"These companies arent cyclical in the traditional sense. While private construction ebbs and flows infrastructure highway and utility demand are stable and right now booming. There is a 5-10 year demand tailwind. Capital intensity is high but capex is essential: Acquisitions of quarries and cement assets Rail network expansion Truck and loader upgrades Permitting new sites in growing regions Returns on capital tend to improve with scale"  
[X Link](https://x.com/AKWilk/status/1969111574188343358) [@AKWilk](/creator/x/AKWilk) 2025-09-19T18:49Z 13.3K followers, XXX engagements


"Capital allocation is everything. Founder Nick Howley built $TDG like a private equity portfolio with permanent capital. XXX acquisitions ROIC filters before every deal Decentralized ops Heavy stock-based comp to align managers"  
[X Link](https://x.com/AKWilk/status/1979207346174714073) [@AKWilk](/creator/x/AKWilk) 2025-10-17T15:26Z 13.3K followers, XXX engagements


"#CompounderFriday: Builders FirstSource $BLDR A $13B market cap distributor that quietly dominates U.S. building materials. BLDR has compounded 40%+ annually since 2015 by consolidating a fragmented industry and riding housing demand"  
[X Link](https://x.com/AKWilk/status/1971626662396940429) [@AKWilk](/creator/x/AKWilk) 2025-09-26T17:23Z 13.3K followers, 9237 engagements