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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, eps, spx, evo the most. They currently have XXX 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 XXXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +13,032%

### 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 +38%
- X Months XXX +8,550%

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

- X Week XXX +7.70%
- X Month XXX +61%

### CreatorRank: XXXXXXX [#](/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)  XXXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[stocks](/topic/stocks) 12.12%, [eps](/topic/eps) 3.03%, [spx](/topic/spx) 3.03%, [evo](/topic/evo) 2.27%, [roic](/topic/roic) 2.27%, [$evo](/topic/$evo) 2.27%, [$spx](/topic/$spx) 2.27%, [$bidu](/topic/$bidu) 1.52%, [robust](/topic/robust) 1.52%, [decent](/topic/decent) XXXX%

**Top accounts mentioned or mentioned by**
[@pepemoonboy](/creator/undefined) [@unusualwhales](/creator/undefined) [@williammbishop](/creator/undefined) [@mrderivatives](/creator/undefined) [@ashton1nvests](/creator/undefined) [@thestocksking](/creator/undefined) [@etoro](/creator/undefined) [@harrystebbings](/creator/undefined) [@girdley](/creator/undefined) [@thexcapitalist](/creator/undefined) [@dividenddudex](/creator/undefined) [@arkinvest](/creator/undefined) [@cathiedwood](/creator/undefined) [@investingvisual](/creator/undefined) [@barchart](/creator/undefined) [@mapleleafinvest](/creator/undefined) [@investmentkage](/creator/undefined) [@yahoofinance](/creator/undefined) [@candy6963](/creator/undefined) [@stockmktnewz](/creator/undefined)

**Top assets mentioned**
[SPX6900 (SPX)](/topic/$spx) [Colgate-Palmolive Company (CL)](/topic/$cl) [Duke Energy Corp (DUK)](/topic/$duk) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Alibaba Group (BABA)](/topic/$baba) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Hilton Hotels Corporation Common Stock (HLT)](/topic/$hlt) [Autodesk Inc (ADSK)](/topic/$adsk) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Amgen, Inc. (AMGN)](/topic/$amgn) [DuPont de Nemours Inc (DD)](/topic/$dd) [Ecolab Inc. (ECL)](/topic/$ecl) [Paycom Software Inc (PAYC)](/topic/$payc) [American Tower Corp (AMT)](/topic/$amt) [WELL3 (WELL)](/topic/$well) [Prologis Inc (PLD)](/topic/$pld) [Welltower Inc (WELL)](/topic/welltower) [Vistra, Corp. (VST)](/topic/$vst) [Sempra Energy (SRE)](/topic/$sre) [Davita Inc (DVA)](/topic/$dva) [HCA Healthcare Inc (HCA)](/topic/$hca) [Air Products & Chemicals, Inc. (APD)](/topic/$apd) [3M Co (MMM)](/topic/$mmm) [Equinix Inc (EQIX)](/topic/$eqix) [Emerson Electric Co. (EMR)](/topic/$emr) [Suncor Energy, Inc. (SU)](/topic/$su) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Johnson & Johnson (JNJ)](/topic/$jnj) [Progressive Corp (PGR)](/topic/$pgr) [PepsiCo, Inc. (PEP)](/topic/$pep) [Beldex (BDX)](/topic/$bdx) [Williams Companies Inc (WMB)](/topic/$wmb) [Enterprise Products Partners, LP. (EPD)](/topic/$epd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Parker-Hannifin Corp (PH)](/topic/$ph) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Synopsys, Inc. (SNPS)](/topic/$snps) [EOG Resources Inc (EOG)](/topic/$eog) [Aon PLC (AON)](/topic/$aon) [Marsh & McLennan Companies, Inc. (MMC)](/topic/$mmc) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Fortinet Inc (FTNT)](/topic/$ftnt) [PPG Industries, Inc. (PPG)](/topic/$ppg) [Sherwin-Williams Co (SHW)](/topic/$shw) [NVR, Inc. (NVR)](/topic/$nvr) [Northrop Grumman Corporation (NOC)](/topic/$noc) [General Dynamics Corporation (GD)](/topic/$gd) [American Electric Power Company Inc (AEP)](/topic/$aep)
### Top Social Posts [#](/creator/twitter::4704224978/posts)
---
Top posts by engagements in the last XX hours

"$TSMC $BABA $PDD $TCEHY $SMCI $JD $BIDU $NTES $XIACF Chinas frequent displays of its new Shuiqiao-class landing craft designed to deliver heavy equipment onto fortified shores actually reinforce a counterintuitive point: Taiwans takeover if it occurs will not resemble traditional invasion scenarios imagined by military analysts. There will be no armada of landing ships storming across the Taiwan Strait on a dramatic D-Day. Taiwanese artillery wont pound beaches filled with Chinese barges. There will be no catastrophic mine explosions or blood-soaked landings under relentless machine gun fire"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1947025479233646802) 2025-07-20 20:07:02 UTC XXX followers, XXX engagements


"$ADSK The stock has recently outperformed the S&P XXX driven by digital transformation tailwinds and expanded margins. While past multi-year returns have lagged the index due to valuation resets Autodesks forward projections remain highly attractive for growth-oriented investors due to robust ongoing demand innovation in AI/cloud and disciplined capital deployment. Indeed we are noticing significant improvement in ROIC from 2017 onwards. The upward trend in ROIC demonstrates Autodesks strengthened capital efficiency and robust execution as it scales its cloud platform solidifying its"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1947960128210411561) 2025-07-23 10:01:00 UTC XXX followers, XXX engagements


"@WilliamMBishop @eToro Decent copy duration"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948089038079955131) 2025-07-23 18:33:15 UTC XXX followers, XX engagements


"$AMGN vs $REGN Today I am sharing with you A Definitive Comparison Amgen Inc vs Regeneron Pharmaceuticals Inc Summary: Amgen and Regeneron stand as two dominant forces in the biopharmaceutical industry each with distinct strengths and clear leadership in their domains. Amgen commands a diversified biologics-powered portfolio fortified by scale patents and robust cash flow generation. Regeneron on the other hand is a cutting-edge innovator excelling in scientific leadershipespecially in ophthalmology and immunologywith blockbuster products like EYLEA Dupixent (in partnership with Sanofi) and"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1936711915998228577) 2025-06-22 09:04:37 UTC XXX followers, 1173 engagements


"Paycom Software Inc: Outlook and Strategic Positioning $PAYC Industry: Software Application Number of Employees: 7300 Market Cap: $12.7B 🏢 What company does Paycom provides integrated human capital management (HCM) software combining payroll and HR in a single database for businesses with 50-10000 employees. Unlike competitors that build platforms through acquisitions and APIs Paycoms unified system ensures real-time data accuracy reduces errors and offers a seamless client experience albeit at a premium price point. 🚀 Growth While Paycom achieved impressive 20-40% annual growth between"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1940117393440985224) 2025-07-01 18:36:46 UTC XXX followers, XXX 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"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1942660241008521656) 2025-07-08 19:01:08 UTC XXX followers, 3677 engagements


"7/ Key revenue segments EOGs revenue is predominantly driven by crude oil contributing XX% of total revenue with natural gas and NGLs accounting for the remaining 30%. This commodity mix enhances cash flow resilience and margins especially during strong oil price environments"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948034191527993564) 2025-07-23 14:55:18 UTC XXX followers, XX engagements


"Today $EVO reported. ROIC slightly improved compared to previous quarter. A bit concerning to see a decline in regulated revenue. Nevertheless I am maintaining my FV estimate @ 1100 SEK"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1945941291851812932) 2025-07-17 20:18:52 UTC XXX followers, XXX engagements


"@Mr_Derivatives Why attack I am actually waiting for bear market"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948361855178547256) 2025-07-24 12:37:19 UTC XXX followers, XX engagements


"I believe you are trying to connect things which sometimes can not be connected. If company is already doing well even monkey can run it without harming too much. And the other way works as well - no matter how good CEO is if company is rotted no one can help. It's usually corporate culture who spoil good CEO not a good CEO save spoiled company"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1947596741085126919) 2025-07-22 09:57:02 UTC XXX followers, 1102 engagements


"10/ Ill share our detailed asset allocation early August. ✅ Start your rebalancing today to sleep better tomorrow. Follow for upcoming guides on smart risk-aware investing"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948004032422846622) 2025-07-23 12:55:28 UTC XXX followers, XX engagements


"5/ Growth trend Revenue growth is minimal on 10Y 5Y and Y/Y timeframes. Those who wish to enter this position should remember that energy sector is characterized with high cyclicality and slow EPS growth. Actually there is a slowdown expected in EPS of average SP500 Energy company going forward. Both in 2025 and 2026 this sector's EPS will not reach prior high recorded in 2022. Risk/reward should be evaluated carefully"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948034187878879644) 2025-07-23 14:55:17 UTC XXX followers, XX engagements


"9/ Remember: Markets pull back XX% every year on average. The goal isnt timing the market but being prepared to act. When the next pullback comes well redeploy efficiently as we did this April"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948004031005180334) 2025-07-23 12:55:27 UTC XXX followers, XX engagements


"$APD Air Products has a strong wide moat driven by switching costs asset density scale advantages and network effects. Its strategic positioning in hydrogen and LNG further entrenches this moat for the coming decades. From the chart we can see that recent ROIC (Return on Invested Capital) is around X% which seems low for a wide-moat company. Lets unpack this clearly: ⚖ Why is ROIC only X% despite a wide moat ✅ X. Heavy capital investment cycle 🔹APD is in the midst of massive capex for hydrogen ammonia and gasification mega-projects (e.g. NEOM in Saudi Arabia blue hydrogen in Louisiana)."  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948714348555178394) 2025-07-25 11:58:00 UTC XXX followers, XX 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"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948049792346538253) 2025-07-23 15:57:18 UTC XXX followers, XXX engagements


"$SPX component #143 $EQIX OnePager Industry REIT - Specialty Stock Style Box Large Core Total Number of Employees 13606"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1947234596489400734) 2025-07-21 09:58:00 UTC XXX followers, XXX engagements


"Stocks battle $EMR vs $SU Ok so here we can see convergence on most charts in terms of historical indicators such as earnings yield ROIC (11%) NOPAT margin (12-14%). Price multiples are also very similar. But when we look at trend we can see an interesting story. During previous 10Y Schneider has delivered superior cumulative shareholder returns XX% (vs EMR 12%) driven by higher EPS growth and more stable operations. Lets dive deeper here to see what the drivers were behind this outperformance. Operating margin of SU was improving consistently in the last decade with the only exception of"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1945785801326973084) 2025-07-17 10:01:00 UTC XXX followers, XXX engagements


"6/ ✅ S&P stocks with the lowest 10Y drawdowns: $PGR $JNJ $PEP $DUK $BDX $CL $CDNS Past performance doesnt guarantee future results"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948004026546557102) 2025-07-23 12:55:26 UTC XXX followers, XX engagements


"4/ Earnings yield and EPS deviation Earnings yield is at decent X% level as well rising from lower levels due to increase in EPS. However EPS are highly unstable and deviate significantly which is normal for Energy sector"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948034186255687932) 2025-07-23 14:55:17 UTC XXX followers, XX engagements


"$WMB vs $EPD Industry: Oil & Gas Midstream"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1947325445743010144) 2025-07-21 15:59:00 UTC XXX followers, XXX engagements


"Today we are selling: $NVDA X shares $EVO XX shares And buying this instead: $LQD XX shares $USMV XX shares Purpose: portfolio reallocation and de-risking"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1945498955871109533) 2025-07-16 15:01:11 UTC XXX followers, XXX engagements


"Stocks battle: Parker-Hannifin $PH vs $RTX"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1944698133117567208) 2025-07-14 09:59:00 UTC XXX 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"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948034179570049163) 2025-07-23 14:55:15 UTC XXX followers, XX engagements


"8/ Fair value Our intrinsic (fair) value estimate for EOG Resources is $XXX per share. Given the current market price of $XXX this indicates a small discount. While it offers an attractive earnings yield and valuation discount investors must remain aware of potential downside from commodity price corrections and structural EPS stagnation in the broader energy sector"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948034193222459743) 2025-07-23 14:55:19 UTC XXX followers, XX engagements


"$CMG Onepager Largest fast-casual chain restaurant in the United States with systemwide sales of $XXXX billion in 2024. Total Number of Employees 130k. $CMG stock outperformed SPX index on 3y 5y and 10Y timeframes but lagged in recent year. Former outperformance clearly came from improvement in ROIC (from mid-10th to XX% in 2024) and an impressive 10Y median revenue growth of 11%. Regarding the future prospects for this Company comparative sales growth is projected XXX% due to a weak consumer backdrop and average ROIC to hover around XX% during our explicit forecast exceeding the firms 10%"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1947356400360767969) 2025-07-21 18:02:00 UTC XXX followers, XXX engagements


"1/ Peace of mind during the next market crash: 🧵 How to prepare your portfolio to sustain volatility"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948004018397090005) 2025-07-23 12:55:24 UTC XXX followers, 26.8K engagements


"Is someone holding $NVR stock Would like to do more research on this"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1937614280989507875) 2025-06-24 20:50:18 UTC XXX followers, XXX engagements


"Stocks battle: $GD vs $NOC Here we can see that companies have been performing in tandem - with very comparable metrics in most categories. Stock returns for Northrop were XX% on average outperforming General Dynamics by 4%. They both possess wide moat due to high switching costs intangible assets and cost advantage. Companies primarily sell to a single buyer which is the procurement arm of the US Department of Defense. (This is referred to as a monopsony in economics textbooks) Valuation favours Northrop Grumman as more attractively priced in relation to intrinsic value"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1945543455196803337) 2025-07-16 17:58:00 UTC XXX followers, XXX engagements


"$AJG Arthur J. Gallagher & Co Strong Historical Returns But Future Value Creation Remains Questionable It is remarkable that Arthur J. Gallagher & Co ranks third by Sharpe ratio among all S&P XXX components over the period January 2016 to February 2025 surpassed only by NVIDIA and Progressive. The company delivered an impressive XXXX% average stock return with a maximum drawdown contained at just 23%. However these market results are not underpinned by exceptional operating performance. The companys average ROIC of X% barely exceeds its cost of capital suggesting limited economic value added."  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1945181575509061994) 2025-07-15 18:00:01 UTC XXX followers, XXX engagements


"Cadence Design Systems Here I will explain the reasons why you should consider limiting exposure to $CDNS in your portfolio. X. 🧭 The Thesis Cadence Design Systems ($CDNS) currently trades at $XXX above our fair value estimate of $XXX. While the company boasts a formidable moat in electronic design automation and healthy recurring revenues its premium multiples and slowing end-market growth suggest limited upside. We adopt a neutral-to-bearish stance: strong fundamentals are largely priced in and margin expansion catalysts are waning. X. Historical background Founded in 1988 via the merger"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1944740699523428377) 2025-07-14 12:48:08 UTC XXX followers, XXX engagements


"3/ Data Center and AI GPU Growth The data center segment is AMDs most exciting growth engine. Demand for AMDs EPYC server CPUs and Instinct AI GPUs is surging with the company projecting the total addressable market for AI accelerators to reach $XXX billion by 2028. While Nvidia is expected to capture the lions share hyperscale cloud providers and enterprise customers are actively seeking alternatives to diversify supply and foster competitionan environment in which AMD is emerging as the clear second source. AMDs ramp-up in AI GPU revenue is impressive: from nearly zero in 2023 to over $5"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1942286013721702572) 2025-07-07 18:14:06 UTC XXX followers, XX engagements


"Stocks Battle:🏗 Caterpillar Inc. $CAT vs 🌾 Deere & Company $DE These two companies are definitely leaders of their industry but they are not on my radar or watchlist. Obviously this does not mean they can not be attractive investments. Summary: Industry: Farm & Heavy Construction Machinery Trailing 10Y annual returns: CAT XXXXX% DE 19.76%. Valuation suggests that CAT is trading at XX% discount to fair value. If adjusted to FV within X years it will generate alpha 5%. The 2024 revenue downturn for both reflects economic headwinds customer fiscal caution and structural market adjustments"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1935792758457057475) 2025-06-19 20:12:13 UTC XXX followers, 1050 engagements


"@TheStocksKing It's not correct to see it this way. The crash in long-term bonds was because of rising inflation. USA still positioned best for investors in my view"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1946143846552732145) 2025-07-18 09:43:45 UTC XXX followers, XX engagements


"$SPX components with the smallest 10Y drawdowns"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1947732242026877002) 2025-07-22 18:55:28 UTC XXX followers, XXX engagements


"$MCK OnePager I still remember this stock trading at 125$ in 2018. Since then it has outperformed the SPX500 in 5-year 3-year and even 1-year timeframes. This is a wonderful example of how improvement in ROIC and growth drives value. Currently the stock is trading at XX% premium to intrinsic value"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1943400543415640173) 2025-07-10 20:02:50 UTC XXX followers, XXX engagements


"$SPX component #122: $CTAS This is interesting one Cintas has roots tracing back to 1929 during which the Farmer family cleaned and re-sold dirty rags to manufacturing plants in Ohio. The firm has grown its business organically and through acquisitions and today Cintas acts as a one-stop outsourcing partner for businesses. Cintas will design manufacture collect and clean every employee uniform for a small weekly sum taking on the upfront capital expense itself. In the same stop Cintas can also replace soiled or depleted mats mops trash liners towels first aid fire and cleaning products. And"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1944794195442413778) 2025-07-14 16:20:43 UTC XXX followers, XXX engagements


"5/✅ Consider rebalancing now while S&P is near ATH. Increase exposure to low-volatility ETFs to 30-40% of your portfolio: $SHY $SPHD $USMV $LQD $IEF $SPLV $AGG (I currently hold X of these XX% of my portfolio and plan to add more.)"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948004025061826648) 2025-07-23 12:55:26 UTC XXX followers, XX engagements


"Stocks battle $ADP and $PAYX Any Onepager or stocks battle upon your request. Like comment and subscribe 👊"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1941178840216371627) 2025-07-04 16:54:35 UTC XXX followers, XXX engagements


"Procter & Gamble $PG vs Colgate-Palmolive $CL battle Today we are reviewing two well-known behemoths in Household & Personal Products: $PG vs $CL. This is a particularly interesting example for understanding the drivers of value creation. We can see that P/E is equal for both companies despite Colgates having much higher ROIC. We know that P/E is a relative valuation which is driven by ROIC and growth. From a historical perspective PG clearly does not deserve same P/E multiple as CL. Why so Because of lower ROIC. Revenue growth and margins are comparable. Looking at P/E alone is not enough in"  
![@CompoundingLab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4704224978.png) [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1947658141295894783) 2025-07-22 14:01:01 UTC XXX followers, XXX engagements