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# ![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4704224978.png) @CompoundingLab Compounding Lab

Compounding Lab posts on X about median, stocks, $bets, $efx the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::4704224978/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4704224978/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +483%
- X Year XXXXXXX +23,657%

### Mentions: XX [#](/creator/twitter::4704224978/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4704224978/c:line/m:posts_active.svg)

- X Month XXX -XX%
- X Months XXX +280%
- X Year XXX +3,542%

### Followers: XXXXX [#](/creator/twitter::4704224978/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4704224978/c:line/m:followers.svg)

- X Week XXXXX +1.10%
- X Month XXXXX +7.50%
- X Months XXXXX +326%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::4704224978/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4704224978/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[median](/topic/median) #38, [stocks](/topic/stocks), [$bets](/topic/$bets) #4, [$efx](/topic/$efx), [business](/topic/business), [built on](/topic/built-on), [flow](/topic/flow), [$xyl](/topic/$xyl), [seagate](/topic/seagate), [$stx](/topic/$stx)

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@pepemoonboy](/creator/undefined) [@dividenddudex](/creator/undefined) [@investingcom](/creator/undefined) [@ashton1nvests](/creator/undefined) [@nataninvesting](/creator/undefined) [@tacticzh](/creator/undefined) [@coachmachtx](/creator/undefined) [@thedrugmoney](/creator/undefined) [@incomesharks](/creator/undefined) [@mycreditjourney](/creator/undefined) [@investmentkage](/creator/undefined) [@thexcapitalist](/creator/undefined) [@jfrankie91](/creator/undefined) [@unusualwhales](/creator/undefined) [@theeuinvestor](/creator/undefined) [@thestocksking](/creator/undefined) [@simeonresearch](/creator/undefined) [@yodastockinvest](/creator/undefined) [@thelonginvest](/creator/undefined)

**Top assets mentioned**
[BetSwirl (BETS)](/topic/$bets) [Effect.AI (EFX)](/topic/$efx) [Xylem Inc (XYL)](/topic/$xyl) [Seagate Technology Holdings PLC (STX)](/topic/seagate) [Stacks (STX)](/topic/$stx) [Newmont Corporation (NEM)](/topic/newmont-corporation) [Micron Technology, Inc. (MU)](/topic/$mu) [Intel Corporation (INTC)](/topic/$intc) [Western Digital Corp (WDC)](/topic/western-digital-corp) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Palantir (PLTR)](/topic/$pltr) [Autonomous Virtual Beings (AVB)](/topic/$avb) [Bedrock (BR)](/topic/$br) [Paycom Software Inc (PAYC)](/topic/paycom-software-inc) [Adobe, Inc. (ADBE)](/topic/$adbe) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [NVIDIA (NVIDIA)](/topic/$nvidia) [Advanced Micro Devices (AMD)](/topic/$amd) [Rollins, Inc. (ROL)](/topic/$rol) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Copart, Inc. (CPRT)](/topic/$cprt) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Carvana Co. (CVNA)](/topic/$cvna) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Corcept Therapeutics Inc. (CORT)](/topic/$cort) [Ares Protocol (ARES)](/topic/$ares) [Fortinet Inc (FTNT)](/topic/$ftnt) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [ExlService Holdings, Inc. (EXLS)](/topic/$exls) [Applovin Corporation (APP)](/topic/$app) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [National Beverage Corp. (FIZZ)](/topic/$fizz)
### Top Social Posts
Top posts by engagements in the last XX hours

"Is $EFX the Next Moodys Quick Dive Into the Forgotten Data Moat 1/ Introduction Equifax Inc. sits at the intersection of data credit and trust a business built on information but valued on execution. While its often viewed through the same lens as peers like Experian or TransUnion Equifax has quietly evolved into a diversified human capital and analytics engine. That evolution has redefined its fundamentals: recurring revenue now makes up over half its top line and its data assets stretch far beyond credit files into employment income and identity verification. Yet the stocks muted"  
[X Link](https://x.com/CompoundingLab/status/1985065943463264417)  2025-11-02T19:26Z 1428 followers, XXX engagements


"Follow the flow: how $XYL makes every drop count 🌍💧"  
[X Link](https://x.com/CompoundingLab/status/1985808187912831207)  2025-11-04T20:35Z 1428 followers, XXX engagements


"Best performing S&P500 components YTD: Seagate Technology Holdings $STX +227% Micron Technology $MU +200% Western Digital Corporation $WDC +184% Warner Bros. Discovery $WBD +167% Newmont Corporation $NEM +153% Palantir Technologies $PLTR +140% Lam Research Corporation $LRCX +130% Intel Corporation $INTC +102% Amphenol Corporation $APH +99% KLA Corporation $KLAC +95%"  
[X Link](https://x.com/CompoundingLab/status/1998753057341931668)  2025-12-10T13:53Z 1428 followers, XXX engagements


"@StockMarketNerd What if we go into a healthcare index fund $XLV or $VHT for example"  
[X Link](https://x.com/CompoundingLab/status/1940521379486728265)  2025-07-02T21:22Z 1419 followers, XX engagements


"$AVB AvalonBay Communities owns a portfolio of XXX apartment communities with almost 90000 units and is developing XX additional properties with approximately 7300 units. The company focuses on owning large high-quality properties in major metropolitan areas of New England New York/New Jersey Washington D.C. California and the Pacific Northwest"  
[X Link](https://x.com/CompoundingLab/status/1989742477247467660)  2025-11-15T17:09Z 1419 followers, XXX engagements


"I was considering preparing DCF for $TEP.PA but after conducting research on the current situation of the company and industry trends I came to the conclusion that Onepager will be enough. Teleperformance peaked around XXX in early January 2022 and trades near XX today XX% decline from that peak. There are several key reasons why $TEP.PA shares have fallen sharply: many are structural tied to market fears and some to more company-specific issues. Heres a breakdown: 1) AI Disruption Fears The big one: investors worry that artificial intelligence will replace large parts of Teleperformances"  
[X Link](https://x.com/CompoundingLab/status/1990122883008623002)  2025-11-16T18:20Z 1421 followers, XXX engagements


"$BR: The Hidden Infrastructure Stock You Shouldnt Sleep On"  
[X Link](https://x.com/CompoundingLab/status/1990156236898087013)  2025-11-16T20:33Z 1420 followers, XXX engagements


"$PAYC Just XX years ago Paycom Software Inc had an earnings yield of 2-3%. Even with very decent median Return on Capital of XX% and Revenue growth @ XX% something clearly did not align with the shareholders' expectations back then resulting in negative stock performance on 5Y 3Y and 1Y timeframes. Only on 10Y timeframe still shows decent 14.57%. ROIC was heading lower for the last 5Y and the same for growth with the lowest rate in 2020 and 2024 (just 11%). That is not what shareholders initially expected. Currently the earnings yield provides X% which indicates that shares are slightly"  
[X Link](https://x.com/CompoundingLab/status/1993760777891959190)  2025-11-26T19:16Z 1419 followers, XXX engagements


"Keep in mind that current shiller PE ratio is XX making expected price return from holding stocks literally 0%"  
[X Link](https://x.com/CompoundingLab/status/1994539714993676642)  2025-11-28T22:51Z 1419 followers, XXX engagements


"I found something better than Evolution AB. Meet $BETS Listed in Stockholm. XX% fcf yield. Organic revenue growth 18%. 10y median ROIC 18%. Interested in DCF model Like and comment"  
[X Link](https://x.com/CompoundingLab/status/1984305443544420596)  2025-10-31T17:04Z 1428 followers, XXX engagements


"Just a reminder that $ADBE is still undervalued. Today the much-awaited catalyst can finally take the stage if Q4 results turn out to be better than expected"  
[X Link](https://x.com/CompoundingLab/status/1998806615626231987)  2025-12-10T17:26Z 1428 followers, XXX engagements


"$STZ by the Numbers: Where the Real Liquor Money Flows"  
[X Link](https://x.com/CompoundingLab/status/1989068573202083871)  2025-11-13T20:31Z 1424 followers, 1300 engagements


"AI titans collide: $AMD vs $NVIDIA - place your bets 🎯"  
[X Link](https://x.com/CompoundingLab/status/1995094894637879713)  2025-11-30T11:37Z 1424 followers, XXX engagements


"@FilonenkoOles @grok"  
[X Link](https://x.com/CompoundingLab/status/1998693871358800069)  2025-12-10T09:58Z 1424 followers, XX engagements


"$BETS - DCF valuation model Valuation suggests that stock is trading at XX% discount to fair value. If adjusted to FV within X years it will generate annual alpha 40%. Key assumptions: X. Explicit 10Y growth @ X% X. Long-term growth in perpetuity @ XXX% (Global economic growth projection X. WACC @ XXX% X. An EBITDA exit multiple of XXXX X. Reinvestment: The input that drives reinvestment is the most recent Sales to Capital ratio = XXX Tax rate XX% = in line with OECDs Pillar X Global Minimum Tax Conclusion: shares are significantly undervalued ready to allocate up to X% of portfolio. Full"  
[X Link](https://x.com/CompoundingLab/status/1985445233317068818)  2025-11-03T20:33Z 1426 followers, 1036 engagements


"$ROL Bugs Billions & Big Moat: The Pest Control Giant Quietly Eating Market Share"  
[X Link](https://x.com/CompoundingLab/status/1996275328784711734)  2025-12-03T17:48Z 1426 followers, XXX engagements


"I have not seen a better example of "Markets can remain irrational longer than you can remain solvent". Indeed price will eventually follow intrinsic value. But $PYPL remains undervalued since 2022. In the meantime intrinsic value has been steadily declining since than. Let me provide even more context. In 2022 fair value was estimated at 140$ and shares were trading at 90$. Looks undervalued right But the price never reached that 140$ estimate. Today fair value is $XX and there is a significant risk that the price will never adjust to this fair value and instead FV will go down as it did in"  
[X Link](https://x.com/CompoundingLab/status/1998488095193444721)  2025-12-09T20:21Z 1427 followers, XXX engagements


"I use Mauboussin's cheat sheet regularly. It works. Recent example - $CPRT. 10Y median ROIC - 24%. Earnings growth - XX% (more recent). Current P/E XX - perfect fit. Helps me preliminarily evaluate how attractive the stock is"  
[X Link](https://x.com/CompoundingLab/status/1990165958850482202)  2025-11-16T21:11Z 1428 followers, 3434 engagements


"The Lithography King: $ASML XX% 1Y Climb and Unmatched Market Power"  
[X Link](https://x.com/CompoundingLab/status/1995261034676814032)  2025-11-30T22:37Z 1428 followers, XXX engagements


"Founder stocks. Did a backtest from 2015 onwards to check if they can outperform the index. Results are staggering. XXX individual holdings were included in backtesting. $NVDA $CVNA $AXON $CORT $APP $ARES $FTNT $CRWD $ASTS $EXLS $RKLB among others (top positions below). The first chart shows XX% alpha but if we exclude Nvidia (the second chart) the alpha is just 5%. Something to think about. Leave a comment if you need a full list"  
[X Link](https://x.com/CompoundingLab/status/1998768655098654944)  2025-12-10T14:55Z 1428 followers, XXX engagements


"$FIZZ EPS on Tap - Will the Sparkling Water King Deliver"  
[X Link](https://x.com/CompoundingLab/status/1998808155044852087)  2025-12-10T17:32Z 1428 followers, XXX engagements


"Margins decrease from prior year is being partially offset by price increases. I usually prepare bear case as well with lower margin expectations. This time i haven't prepared. If you are interested i can work it out. But keep in mind that there are impact from tariff and fx headwinds in 2025 which will not necessarily be present going forward. Difficult to factor this in"  
[X Link](https://x.com/CompoundingLab/status/1999077227636404709)  2025-12-11T11:22Z 1428 followers, XX engagements