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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 stocks, over the, cash flow, reit the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/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 +3,056%
- X Year XXXXXXX +18,431%

### 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 Week XX -XX%
- X Month XXX -XX%
- X Months XXX +1,985%
- X Year XXX +3,126%

### 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 +0.34%
- X Month XXXXX +23%
- X Months XXXXX +1,900%

### 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 [#](/creator/twitter::4704224978/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[stocks](/topic/stocks) 0.7%, [over the](/topic/over-the) 0.53%, [cash flow](/topic/cash-flow) 0.35%, [reit](/topic/reit) #102, [corp](/topic/corp) 0.35%, [decent](/topic/decent) 0.35%, [longterm](/topic/longterm) #469, [automation](/topic/automation) 0.35%, [summary](/topic/summary) #985, [$goog](/topic/$goog) #12

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@pepemoonboy](/creator/undefined) [@jfrankie91](/creator/undefined) [@investmentkage](/creator/undefined) [@tacticzh](/creator/undefined) [@thestocksking](/creator/undefined) [@coachmachtx](/creator/undefined) [@ashton1nvests](/creator/undefined) [@dividenddudex](/creator/undefined) [@mycreditjourney](/creator/undefined) [@thedrugmoney](/creator/undefined) [@investingcom](/creator/undefined) [@theeuinvestor](/creator/undefined) [@unusualwhales](/creator/undefined) [@incomesharks](/creator/undefined) [@thedivengineer](/creator/undefined) [@bourboncap](/creator/undefined) [@tierrapartners](/creator/undefined) [@investingvisual](/creator/undefined) [@barchart](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$goog) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Roper Technologies Inc (ROP)](/topic/$rop) [DTE Energy Co (DTE)](/topic/$dte) [Edwards Lifesciences Corp (EW)](/topic/$ew) [Devon Energy Corp (DVN)](/topic/$dvn) [FANG Token (FANG)](/topic/$fang) [Ecolab Inc. (ECL)](/topic/$ecl) [DuPont de Nemours Inc (DD)](/topic/$dd) [Illinois Tool Works Inc. (ITW)](/topic/$itw) [monkey shit inu (MSI)](/topic/$msi) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Republic Services, Inc. (RSG)](/topic/$rsg) [EOG Resources Inc (EOG)](/topic/eog-resources-inc) [Hilton Hotels Corporation Common Stock (HLT)](/topic/$hlt) [Paypex (PAYX)](/topic/$payx) [Paylocity Holding, Corp. (PCTY)](/topic/$pcty) [United Rentals, Inc. (URI)](/topic/$uri) [ONEOK, Inc. (OKE)](/topic/$oke) [PACCAR Inc (PCAR)](/topic/$pcar) [WW Grainger Inc (GWW)](/topic/$gww) [Crown Castle Inc (CCI)](/topic/$cci) [Exelon Corporation (EXC)](/topic/$exc) [Incyte Corporation (INCY)](/topic/$incy) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Ross Stores, Inc. (ROST)](/topic/$rost) [TJX Companies, Inc. (TJX)](/topic/$tjx) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [D R Horton Inc (DHI)](/topic/$dhi) [Cognizant Technology Solutions Corp (CTSH)](/topic/$ctsh) [Microchip Technology Inc. (MCHP)](/topic/$mchp) [Rockwell Automation (ROK)](/topic/$rok) [ResMed Inc. (RMD)](/topic/$rmd) [Targa Resources Corp. (TRGP)](/topic/targa-resources-corp) [Applied Materials, Inc. (AMAT)](/topic/$amat) [United Parcel Service, Inc. (UPS)](/topic/united-parcel-service) [Prologis Inc (PLD)](/topic/$pld) [Welltower Inc (WELL)](/topic/welltower) [WELL3 (WELL)](/topic/$well) [3M Co (MMM)](/topic/3m-co) [BorgWarner Inc. (BWA)](/topic/$bwa) [WABnetwork (WAB)](/topic/$wab) [Knight-Swift Transportation Holdings, Inc. (KNX)](/topic/$knx) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [CBRE Group Inc (CBRE)](/topic/$cbre) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr) [Sirius XM Holdings Inc (SIRI)](/topic/sirius-xm-holdings-inc)
### Top Social Posts [#](/creator/twitter::4704224978/posts)
---
Top posts by engagements in the last XX hours

"$TMO vs $A Both Thermo Fisher Scientific and Agilent Technologies are strong players in the Diagnostics & Research industry backed by wide economic moats rooted in high switching costs strong customer relationships and proprietary technologies. While Agilent has shown slightly better recent ROIC Thermo Fisher edges ahead with superior EPS growth and a significantly more attractive valuation. With TMO trading at a XX% discount to its fair value and offering a potential XX% alpha over the next three years I favour Thermo Fisher as the more compelling investment opportunity at current levels."  
[X Link](https://x.com/CompoundingLab/status/1937908203850694827) [@CompoundingLab](/creator/x/CompoundingLab) 2025-06-25T16:18Z 1180 followers, 1587 engagements


"$ROP OnePager"  
[X Link](https://x.com/CompoundingLab/status/1950164653985694058) [@CompoundingLab](/creator/x/CompoundingLab) 2025-07-29T12:01Z 1180 followers, XXX engagements


"$D vs $DTE: Power Play Both of these are somewhat overvalued compared to our FV estimate. Although the ROIC is modest at 4-5% on average it aligns with typical standards in the utilities sector. Many utility companies have low ROIC with the average for regulated electric utilities around 6%. DTE Energy and Dominion show minimal growth which is typical of a mature utilities industry. In the U.S. regulated electric utilities experience steady annual growth of around X% indicating mature markets and gradual demand increases. DTEs exhibited stronger stock returns over a 10-year period. There are"  
[X Link](https://x.com/CompoundingLab/status/1955290274370052492) [@CompoundingLab](/creator/x/CompoundingLab) 2025-08-12T15:28Z 1179 followers, XXX engagements


"⚙ The Valve Healtcare Titan: $EW Performance at a Glance"  
[X Link](https://x.com/CompoundingLab/status/1956318936049262949) [@CompoundingLab](/creator/x/CompoundingLab) 2025-08-15T11:35Z 1176 followers, XXX engagements


"$DVN vs $FANG All charts show that these businesses are highly correlated in terms of performance. Since both are independent oil and gas producers I am not surprised with stagnating revenue of DVN. Oil prices in 2014 were much higher than lately. For Diamondback growth is high but inorganic as management is regularly spending all free cash flow + raised capital on acquisitions. Notably average ROIC is lower for Diamondback but they still outperformed Devon in 10Y stock return. This underscores how important growth is in the eyes of shareholders. Sometimes even more important than ROIC - as"  
[X Link](https://x.com/CompoundingLab/status/1963255675565252720) [@CompoundingLab](/creator/x/CompoundingLab) 2025-09-03T15:00Z 1180 followers, XXX engagements


"Key players in the active ETF space - Dimensional is leading the US landscape $DFAC $DFUS $DFIV $DFUV"  
[X Link](https://x.com/CompoundingLab/status/1936153607566450930) [@CompoundingLab](/creator/x/CompoundingLab) 2025-06-20T20:06Z 1180 followers, XXX engagements


"Stocks battle: $ECL vs $DD"  
[X Link](https://x.com/CompoundingLab/status/1945876649125597499) [@CompoundingLab](/creator/x/CompoundingLab) 2025-07-17T16:02Z 1179 followers, XXX engagements


"$ITW OnePager"  
[X Link](https://x.com/CompoundingLab/status/1947296002198614123) [@CompoundingLab](/creator/x/CompoundingLab) 2025-07-21T14:02Z 1179 followers, XXX engagements


"$TYL vs $MSI stocks battle"  
[X Link](https://x.com/CompoundingLab/status/1947597495141532018) [@CompoundingLab](/creator/x/CompoundingLab) 2025-07-22T10:00Z 1181 followers, XXX engagements


"$RSG Onepager"  
[X Link](https://x.com/CompoundingLab/status/1947627183708524698) [@CompoundingLab](/creator/x/CompoundingLab) 2025-07-22T11:58Z 1179 followers, XXX engagements


"1/ $EOG stock review EOG Resources Inc Sector: Energy Industry: Oil & Gas E&P Stock Style Box: Mid Value Total Number of Employees: 3150"  
[X Link](https://x.com/CompoundingLab/status/1948034179570049163) [@CompoundingLab](/creator/x/CompoundingLab) 2025-07-23T14:55Z 1181 followers, XXX engagements


"$HLT OnePager"  
[X Link](https://x.com/CompoundingLab/status/1948413114048758142) [@CompoundingLab](/creator/x/CompoundingLab) 2025-07-24T16:01Z 1180 followers, XXX engagements


"Payroll Showdown: $PAYX vs $PCTY"  
[X Link](https://x.com/CompoundingLab/status/1952799838170493159) [@CompoundingLab](/creator/x/CompoundingLab) 2025-08-05T18:32Z 1181 followers, XXX engagements


"$URI United Rentals: Consistent Outperformance Backed by Fundamentals United Rentals has consistently outperformed the S&P XXX across all major timeframes - 10-year 5-year 3-year and 1-year - underscoring the strength of its business model and capital allocation strategy. This superior performance is firmly rooted in consistently strong and gradually improving returns on invested capital (ROIC). While the pace of improvement hasnt been dramatic even marginal gains in ROIC can drive significant long-term value creation and equity returns as clearly demonstrated here. Earnings per share have"  
[X Link](https://x.com/CompoundingLab/status/1953476811016564866) [@CompoundingLab](/creator/x/CompoundingLab) 2025-08-07T15:22Z 1181 followers, XXX engagements


"$OKE Stock price is currently -X% YTD and the reason is in falling ROIC which dropped from XX% in 2023 to just X% in 2024 and even lower in 1H 2025. We observed such a low level of ROIC only in 2016 and 2020 both crisis years for the energy sector. Not surprisingly investors are dumping the stock. Investors dont like decreasing ROIC and for a good reason they understand that growth and ROIC are the primary drivers of value. On other timeframes (3Y 5Y and 10Y) stock performed much better especially on 5Y where it had outperformed SPX by 10%. However this outperformance clearly comes after"  
[X Link](https://x.com/CompoundingLab/status/1953856096604487695) [@CompoundingLab](/creator/x/CompoundingLab) 2025-08-08T16:29Z 1181 followers, 1213 engagements


"Trucking the Market $PCAR Overview"  
[X Link](https://x.com/CompoundingLab/status/1953884381724258342) [@CompoundingLab](/creator/x/CompoundingLab) 2025-08-08T18:21Z 1181 followers, XXX engagements


"$GWW W.W. Grainger is the largest MRO distributor in North America holding a dominant high-touch solutions segment with strong sticky customer relationships among large enterprises and a smaller more price-sensitive endless assortment segment. While the rise of e-commerce primarily Amazon Business increased competition and price transparency Grainger responded with significant investments in digital capabilities supply chain efficiency and a more competitive pricing model. This initially compressed margins but drove significant volume gains especially in profitable midsize accounts. Graingers"  
[X Link](https://x.com/CompoundingLab/status/1954994983804735884) [@CompoundingLab](/creator/x/CompoundingLab) 2025-08-11T19:55Z 1179 followers, XXX engagements


"$CCI: 5G Backbone Value Still Undiscovered Crown Castle is a leading U.S. telecommunications infrastructure REIT with a nationwide portfolio of towers and fiber assets. As the demand for mobile data and network densification continues to climb the company plays a pivotal role in enabling 5G and small-cell connectivity. With more than 40000 towers and 85000 route miles of fiber CCI commands one of the largest footprints in the domestic market giving it durable scale advantages. However despite its critical positioning in the digital infrastructure ecosystem the stock has materially"  
[X Link](https://x.com/CompoundingLab/status/1958554554754338830) [@CompoundingLab](/creator/x/CompoundingLab) 2025-08-21T15:39Z 1180 followers, XXX engagements


"🔌 Utilities Meet Valuation Risk: The $EXC Story Exelon Corp stands as one of the largest regulated utility holding companies in the United States operating through a portfolio of leading regional subsidiaries. At its core the company provides critical electricity and natural gas distribution services to more than XX million customers across Illinois Pennsylvania Maryland Delaware New Jersey and Washington D.C. This scale combined with a diversified geographic footprint underscores Exelons defensive profile and positions it as a central player in the energy infrastructure ecosystem. With"  
[X Link](https://x.com/CompoundingLab/status/1960052508476486004) [@CompoundingLab](/creator/x/CompoundingLab) 2025-08-25T18:51Z 1181 followers, 1095 engagements


"$INCY vs $ALNY X Biotech stocks which are significantly overvalued especially ALNY. There is no moat for Incyte and Alnylam is assigned a narrow moat driven by its RNAi leadership intellectual property and partnerships. Do note that ALNY has high R&D intensity - R&D accounted for XX% of operating expenses and that's why ROIC is negative. If adjusted for R&D the results are not that bad. And eventually these research expenses can pay out well as already visible from high revenue growth. Management will need to work on improving ROIC to justify further R&D. To conclude I do not find shares"  
[X Link](https://x.com/CompoundingLab/status/1960731771718295959) [@CompoundingLab](/creator/x/CompoundingLab) 2025-08-27T15:50Z 1180 followers, XXX engagements


"$ROST This is $50B apparel retail network with a Wide moat which appears to be resilient and not significantly at risk of disruption by companies like Amazon. The core advantage (vendor relationships scale and the in-store hunt) remains durable in the near-to-medium term but the bigger risk might be from direct peers (TJX Burlington) moving faster into omnichannel. Stock has underperformed in last year which is a healthy correction to a more reasonable level but I see the price as still high for this kind of business. Falling ROIC also does not impress and management in my opinion should"  
[X Link](https://x.com/CompoundingLab/status/1961100986883137972) [@CompoundingLab](/creator/x/CompoundingLab) 2025-08-28T16:18Z 1181 followers, XXX engagements


"$VRSK This is a leading provider of data analytics and proprietary solutions within the insurance ecosystem and their shares are expected to benefit from complex regulations and massive data assets. Verisk has a Wide moat stemming from intangible assets switching costs and network effects. Last year price return is negative X% probably reflecting a correction from the previous overvalued level. Improvement in ROIC from XX% to XX% is underway following a disposal of energy business in 2023 which is a good sign. Shareholders love it. Historical growth rate of X% looks reasonable but not"  
[X Link](https://x.com/CompoundingLab/status/1962485842200395962) [@CompoundingLab](/creator/x/CompoundingLab) 2025-09-01T12:01Z 1179 followers, XXX engagements


"$DHI D.R. Horton is riding high in the homebuilding sector but it seems that its stock price is running ahead of fundamentals. ROIC and growth are decent which is evidenced in high 3Y and 5Y stock return but in the most recent year stock was down X% reflecting challenging conditions for the US housing market. Many borrowers are eagerly anticipating a cut in the key interest rate hoping it will finally bring them some relief. From a moat perspective homebuilders are rarely assigned with any moat due to very cyclical competitive and capital-intensive industry. 2022 peak in earnings yield"  
[X Link](https://x.com/CompoundingLab/status/1963684461650047051) [@CompoundingLab](/creator/x/CompoundingLab) 2025-09-04T19:23Z 1181 followers, XXX engagements


"$CTSH Cognizant is a narrow moat IT services company trading close to 52-week low. ROIC is high and stable and serves as evidence of a moat. Accordingly Revenue and EPS grew at the same X% rate per annum on average. We can see a notable decrease in revenue growth over the last X years from X% median 10Y growth to just 0-2%. More recently on a TTM basis revenue growth accelerated a little bit to X% which is in line with 5Y CAGR. The same growth rate (4-5%) is expected going forward by analysts. Earnings yield was growing steadily (reflecting slower growth and adjusting shareholders'"  
[X Link](https://x.com/CompoundingLab/status/1964337214948507875) [@CompoundingLab](/creator/x/CompoundingLab) 2025-09-06T14:37Z 1179 followers, XXX engagements


"$MCHP Microchip Technology is a semiconductor company with $36B market cap. Main products are microcontrollers which act as the brains in a wide variety of common electronic devices from electric razors to thermostats to power tools. From a debt perspective recent disclosures put Microchips net leverage near 4.2x under its credit agreement as of June XX 2025 versus a long-term target near 1.5x indicating elevated but not singularly extreme leverage in context of the industrys downturn in EBITDA. XX% year-over-year revenue decline in FY 2025 reflects a mix of weak global demand inventory"  
[X Link](https://x.com/CompoundingLab/status/1965021554770874771) [@CompoundingLab](/creator/x/CompoundingLab) 2025-09-08T11:57Z 1179 followers, XXX engagements


"Rockwell Automation: Riding the Automation Boom But At a Premium 🚦 $ROK sits at the heart of the global industrial automation movement. The companys fundamentals reflect both the cyclical pressures of manufacturing demand and the long-term secular tailwinds of digital transformation. With a strong track record of capital efficiency and a reputation as a trusted partner in automation Rockwell balances resilience with growth opportunities. However elevated debt levels and a recent slowdown in profitability trends create a more complex picture for investors. This makes valuation discipline"  
[X Link](https://x.com/CompoundingLab/status/1966580472734957617) [@CompoundingLab](/creator/x/CompoundingLab) 2025-09-12T19:11Z 1180 followers, XXX engagements


"Wake Up Call: Why $RMD Sleep Giant Looks Undervalued Over the last five years ResMed has quietly built one of the most durable medtech franchises in the market. Yet the stock hasnt kept up with the S&P XXX. I dont think this is about collapsing fundamentalsits about investors chasing AI and mega-cap tech while $RMD fought supply chain costs and Philips slow comeback. Heres the kicker: ResMeds fundamentals remain rock solid. 🔹ROIC: 10Y median at XX% (elite compounding territory) 🔹Debt/Equity: XX% (clean balance sheet plenty of dry powder) 🔹Earnings Yield: X% (reasonable for a moat stock)"  
[X Link](https://x.com/CompoundingLab/status/1968744467566932033) [@CompoundingLab](/creator/x/CompoundingLab) 2025-09-18T18:30Z 1181 followers, XXX engagements


"$TRGP vs The Market: Quiet Climber or Bubble Risk Targa Resources Corp is involved in gathering processing separation and delivery services of gas & liquids. Lets break down past performance and look into the value proposition of this oil & gas midstream company. Notable outperformance on 5Y timeframe but dont get excited too fast this is coming from COVID market crash. In fact on 10Y they only delivered XX% which is also decent but a more down-to-earth performance in line with S&P index. Revenue growth is X% which is ok and in line with industrial rates; however last few years registered a"  
[X Link](https://x.com/CompoundingLab/status/1971926780781932857) [@CompoundingLab](/creator/x/CompoundingLab) 2025-09-27T13:15Z 1180 followers, XXX engagements


"Applied Materials Inc Folks DCF model for $AMAT has arrived. Valuation suggests that the stock is trading at X% premium to my fair value estimate. No alpha is expected to be generated from this stock. Key assumptions X. Explicit initial 5Y growth @ X% subsequent 5Y-10Y @ X% I am using growth rates that are unarguably below the historical average. This is because there is increasing risk and evidence in parts of its business (notably China certain process tool categories) that AMAT could lose share to local competitors or underperform the broader equipment market. X. Long-term growth in"  
[X Link](https://x.com/CompoundingLab/status/1974802667919606058) [@CompoundingLab](/creator/x/CompoundingLab) 2025-10-05T11:43Z 1180 followers, XXX engagements


"$UPS - DCF valuation model. UPS is down not out heres why the market may be mispricing It. Key assumptions: X. Explicit 10Y growth @ 2-3% Historically United Parcel Service (UPS) has experienced steady but moderate revenue growth reflecting its position as a mature global logistics leader. Over the past two decades UPSs revenue has generally trended upwardfrom around $XX billion in 2000 to roughly $XX billion in 2024representing a long-term compound annual growth rate (CAGR) of about 45%. Growth has been driven by e-commerce expansion international trade and the companys strong U.S. ground"  
[X Link](https://x.com/CompoundingLab/status/1975952450382106693) [@CompoundingLab](/creator/x/CompoundingLab) 2025-10-08T15:52Z 1180 followers, 1077 engagements


"REIT behemoths: Prologis Inc $PLD vs Welltower Inc $WELL Summary: ✔ Prologis and Welltower are both giants in the REIT sector but they operate in very different arenasPrologis in logistics and industrial real estate Welltower in healthcare and senior living. ✔ Both have delivered strong earnings growth with Welltowers recent rebound outpacing Prologis. ✔ Valuation metrics show Welltower trading at a premium suggesting higher growth expectations but also more risk. 📈Financial Comparison Over the past decade both Prologis and Welltower have delivered similar modest returns on invested capital"  
[X Link](https://x.com/CompoundingLab/status/1942660241008521656) [@CompoundingLab](/creator/x/CompoundingLab) 2025-07-08T19:01Z 1181 followers, 5897 engagements


"$MMM - DCF Valuation Sharing here my workings which I believe can assist your investment decision if you are considering or already invested in 3M Co. Key assumptions: Explicit 5Y growth @ X% Long-term growth in perpetuity @ X% (aligns with conservative valuation principles for mature industry) WACC @ XXX% EBITDA multiple XXX Historic Growth (for context) Revenue was consistently in decline within the last few years and 5Y CAGR currently stands at -5%. Past declines were driven by external and portfolio reduction factors which are substantially completed by now. The projected growth reflects"  
[X Link](https://x.com/CompoundingLab/status/1948049792346538253) [@CompoundingLab](/creator/x/CompoundingLab) 2025-07-23T15:57Z 1184 followers, 3230 engagements


"Selling full holding of $BWA today - price close to my fair value. Also trimming $GOOG and $SBH a bit. The projected stress value in case of XX% market collapse is now 31%. How are you hedging"  
[X Link](https://x.com/CompoundingLab/status/1966232358836908212) [@CompoundingLab](/creator/x/CompoundingLab) 2025-09-11T20:08Z 1184 followers, XXX engagements


"$WAB: Why This Industrial Compounder Keeps Chugging Ahead Westinghouse Air Brake Technologies is one of those industrial names that rarely makes headlines but quietly powers critical infrastructure across global freight and transit markets. The company sits at the intersection of transportation automation and decarbonization making its fundamentals worth a closer look. With a balance of recurring aftermarket revenues and exposure to long-cycle equipment cycles Wabtec has carved out a durable position in the rail ecosystem. That durability is underpinned by consistent returns on capital and an"  
[X Link](https://x.com/CompoundingLab/status/1977818053376168370) [@CompoundingLab](/creator/x/CompoundingLab) 2025-10-13T19:25Z 1184 followers, XXX engagements


"$ODFL vs $KNX: The Trucking Clash 🔥 Summary: ✔ ODFL dominates with industry-leading margins and return on capital. ✔ KNX shows stronger historical top-line growth and diversification. ✔ Valuations suggest both stocks trade below fair value but with very different quality profiles. Financial Comparison Old Dominion Freight Line (ODFL) is widely recognized as the gold standard in less-than-truckload (LTL) operations. Its 10-year median return on invested capital stands at an impressive XX% nearly triple Knight-Swifts (KNX) 8%. This reflects ODFLs ability to consistently reinvest at high"  
[X Link](https://x.com/CompoundingLab/status/1978190972216607150) [@CompoundingLab](/creator/x/CompoundingLab) 2025-10-14T20:07Z 1189 followers, XXX engagements


"@HedgieMarkets This is an opportunity. I have $EGBN and $MBIN will add more"  
[X Link](https://x.com/CompoundingLab/status/1979097023375618053) [@CompoundingLab](/creator/x/CompoundingLab) 2025-10-17T08:07Z 1187 followers, XXX engagements


"$CBRE vs $CSGP CSGP seems to have a wider moat despite having lower ROIC. This is possible although not an ordinary combination. CSGPs moat is wider because it is more structural (data + network effects + switching costs) giving it long-term pricing power and customer stickiness. They also invest large amount in moat expansion resulting in lower short-term profitability. CBREs moat is shallower because it relies on execution and relationships which are easier for competitors to erode. 10Y median stock returns are very similar at XX% suggesting that they are highly correlated businesses and"  
[X Link](https://x.com/CompoundingLab/status/1961476427024416870) [@CompoundingLab](/creator/x/CompoundingLab) 2025-08-29T17:09Z 1186 followers, XXX engagements


"$MPWR Interesting semiconductor chipmaker here. They have well-diversified revenue by segments reflecting the company's strategic focus on high-growth areas such as enterprise data and automotive sectors. FCF yield of X% doesnt impress even with MPWRs attractive fundamentals. ROIC is decent but was diving lower in 2023 and 2024. 1Y stock return is negative XXX% reflecting decreasing ROIC and lower than average growth rate of the last X years (2% in 2023 and XX% in 2024). Stock is priced close to fair value however I would recommend considering entry only after we observe 10-15% pullback not"  
[X Link](https://x.com/CompoundingLab/status/1967261193980313675) [@CompoundingLab](/creator/x/CompoundingLab) 2025-09-14T16:16Z 1183 followers, XXX engagements


"$SIRI valuation As per request from one of my followers here is a DCF model for Sirius XM Holdings Inc - an interesting small-cap in the entertainment industry. Valuation suggests that the stock is trading at XX% discount to fair value. If adjusted to FV within X years it will generate an annual alpha of 17%. Key assumptions: X. Zero explicit 5Y growth @ X% Based on projections and the companys current challenges (competition from streaming subscriber saturation switching behavior etc.) the market seems to expect at best flat to slightly negative revenue growth in the near term. So a"  
[X Link](https://x.com/CompoundingLab/status/1978879638987210927) [@CompoundingLab](/creator/x/CompoundingLab) 2025-10-16T17:44Z 1187 followers, XXX engagements


"@CoinomiWallet @taraxa_project Hey how do I withdraw Zcash"  
[X Link](https://x.com/CompoundingLab/status/1979589856142446866) [@CompoundingLab](/creator/x/CompoundingLab) 2025-10-18T16:46Z 1186 followers, XX engagements


"I am selling XX% of my $GOOG position next week and reinvesting proceeds into Adobe"  
[X Link](https://x.com/CompoundingLab/status/1979921401688547417) [@CompoundingLab](/creator/x/CompoundingLab) 2025-10-19T14:43Z 1187 followers, 1640 engagements


"@taobanker Yes. Trade off for Adobe looks better than Google and i really like to buy good business below fair value"  
[X Link](https://x.com/CompoundingLab/status/1979922876422664194) [@CompoundingLab](/creator/x/CompoundingLab) 2025-10-19T14:49Z 1189 followers, XX engagements