# ![@DD17_Capital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1897786427695677441.png) @DD17_Capital Daniel's Deep Dive

Daniel's Deep Dive posts on X about business, strong, $grg, growth the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1897786427695677441/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1897786427695677441/c:line/m:interactions.svg)

- [--] Week [-----] +81%
- [--] Month [------] +6.30%
- [--] Months [-------] +230%

### Mentions: [--] [#](/creator/twitter::1897786427695677441/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1897786427695677441/c:line/m:posts_active.svg)

- [--] Week [--] -30%
- [--] Month [---] +15%
- [--] Months [---] +66%

### Followers: [---] [#](/creator/twitter::1897786427695677441/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1897786427695677441/c:line/m:followers.svg)

- [--] Week [---] +2.20%
- [--] Month [---] +5.80%
- [--] Months [---] +424%

### CreatorRank: [---------] [#](/creator/twitter::1897786427695677441/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1897786427695677441/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  54% [finance](/list/finance)  32% [cryptocurrencies](/list/cryptocurrencies)  27% [fashion brands](/list/fashion-brands)  7% [technology brands](/list/technology-brands)  6% [currencies](/list/currencies)  2% [luxury brands](/list/luxury-brands)  2% [countries](/list/countries)  1%

**Social topic influence**
[business](/topic/business) 21%, [strong](/topic/strong) 14%, [$grg](/topic/$grg) 12%, [growth](/topic/growth) 11%, [$lotb](/topic/$lotb) #7, [in the](/topic/in-the) 10%, [$bmi](/topic/$bmi) #7, [stocks](/topic/stocks) 9%, [$rmspa](/topic/$rmspa) 9%, [$rol](/topic/$rol) 8%

**Top accounts mentioned or mentioned by**
[@qualityinvest5](/creator/undefined) [@tuomstuomstuoms](/creator/undefined) [@dividenddynasty](/creator/undefined) [@invest091](/creator/undefined) [@returnoncap](/creator/undefined) [@manuinvests](/creator/undefined) [@richardwedekin1](/creator/undefined) [@triberuffner](/creator/undefined) [@timelesscpnd](/creator/undefined) [@speedwellllc](/creator/undefined) [@stockmktnewz](/creator/undefined) [@koyfincharts](/creator/undefined) [@dd17capital](/creator/undefined) [@pimplefresh](/creator/undefined) [@realroseceline](/creator/undefined) [@longequity](/creator/undefined) [@qualitystocksa](/creator/undefined) [@deepicevalue](/creator/undefined) [@finchatio](/creator/undefined) [@dutchinvestors](/creator/undefined)

**Top assets mentioned**
[RigoBlock (GRG)](/topic/$grg) [Bridge Mutual (BMI)](/topic/$bmi) [Rollins, Inc. (ROL)](/topic/$rol) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [S&P Global Inc (SPGI)](/topic/$spgi) [Moody's Corporation (MCO)](/topic/$mco) [MONDELEZ INTERNATIONAL INC (MDLZ)](/topic/$mdlz) [Autodesk Inc (ADSK)](/topic/$adsk) [Planet Fitness, Inc. (PLNT)](/topic/$plnt) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Reality Metaverse (RMV)](/topic/$rmv) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Bentley Systems Inc (BSY)](/topic/$bsy) [Procore Technologies, Inc. (PCOR)](/topic/$pcor) [Ecolab Inc. (ECL)](/topic/$ecl) [Xylem Inc (XYL)](/topic/$xyl) [Monster Beverage Corp (MNST)](/topic/$mnst) [LandBridge Company LLC (LB)](/topic/$lb) [Mastercard, Inc. (MA)](/topic/$ma) [PepsiCo, Inc. (PEP)](/topic/$pep) [Coca-Cola Co (KO)](/topic/$ko) [Apple, Inc. (AAPL)](/topic/$aapl) [Mueller Water Products, Inc. (MWA)](/topic/$mwa) [WaterBridge Infrastructure LLC (WBI)](/topic/$wbi) [Convex Finance (CVX)](/topic/$cvx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Markets could get more turbulent which makes it even more important to know you own quality businesses. One of those is the Belgian family owned company Lotus Bakeries which I took a closer look at. $LOTB.BR $LOT.B I just published my deep dive into Lotus Bakeries. Check it Out - it could be a sweet opportunity for your portfolio 😉 https://t.co/FmRnoi0ewP #investing #stocks #StockAnalysis #InvestmentOpportunities #longterminvesting https://t.co/rvVOkt6veA I just published my deep dive into Lotus Bakeries. Check it Out - it could be a sweet opportunity for your portfolio 😉"  
[X Link](https://x.com/DD17_Capital/status/2013982414411112842)  2026-01-21T14:30Z [---] followers, [---] engagements


"Lotus delivers as usual. Revenue up 10% and earnings up 13%. Pretty impressive organic growth for a boring family owned cookie business. $LOTB.BR $LOT.B $LOTB"  
[X Link](https://x.com/DD17_Capital/status/2019780340277977343)  2026-02-06T14:28Z [---] followers, [---] engagements


"One of the most interesting and by far the most comprehensive deep dive on Constellation Ive read. It not only gives a great overview of the business model management and competitive landscape but also addresses the current challenges. Highly recommended and definitely worth your time. $CSU Here it is My 10.000+ words Constellation Software Deep Dive. $CSU is on one of it's biggest drawdowns ever. Before today it never experienced a drawdown over 20% but now it's down over 50% from it's all-time high. Whether you like CSU or not. I think it's a perfect https://t.co/a141N6kxcM Here it is My"  
[X Link](https://x.com/DD17_Capital/status/2020619842387341586)  2026-02-08T22:04Z [---] followers, [---] engagements


"A few weeks ago I came across a hidden software champion and thought it was worth a Deep Dive. Well here we go: $ADSK $BSY $PCOR #Investing #TechStocks #Stocks #Growthstocks #fintwit https://open.substack.com/pub/danielsdeepdive1/p/nemetschek-the-hidden-champion-behindr=5kab0z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/danielsdeepdive1/p/nemetschek-the-hidden-champion-behindr=5kab0z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/DD17_Capital/status/1962509497127387451)  2025-09-01T13:35Z [---] followers, [----] engagements


"Midweek I'll publish a new Learning article on why leadership and the CEO matter and what red flags retail investors should watch for. Next week another Deep Dive is coming either on $GRG or $CELH. Until then check out my latest on $NEM.DE. #investing #StockMarket #fintwit A few weeks ago I came across a hidden software champion and thought it was worth a Deep Dive. Well here we go: https://t.co/CUO4tGouwf $ADSK $BSY $PCOR #Investing #TechStocks #Stocks #Growthstocks #fintwit https://t.co/YAPjzSlGFV A few weeks ago I came across a hidden software champion and thought it was worth a Deep Dive."  
[X Link](https://x.com/DD17_Capital/status/1965096837339394511)  2025-09-08T16:56Z [---] followers, [---] engagements


"I just had to share this chart with you. Despite all the crises Rollins just kept growing. But it also has a long term moat strong margins and low leverage. From my point of view Rollins ticks all the boxes of a quality compounder. $ROL $ECL $RTO"  
[X Link](https://x.com/DD17_Capital/status/1985353775880851623)  2025-11-03T14:30Z [---] followers, [----] engagements


"My Deep Dive on Rollins is finally out It might look boring at first glance but its one of the highest-quality businesses Ive seen in a long time. What makes Rollins a true quality compounder and when it might be worth investing you can find out in the article. $ROL $RTO"  
[X Link](https://x.com/DD17_Capital/status/1986441943434600939)  2025-11-06T14:34Z [---] followers, [----] engagements


"The more boring and consistent the business model the better. I cant think of any company that reflects these qualities better than $ROL"  
[X Link](https://x.com/DD17_Capital/status/1996584022710079493)  2025-12-04T14:15Z [---] followers, [---] engagements


"Today Texas Pacific Land $TPL announced a strategic partnership with Bolt to develop large scale data centers on TPL land including a $50m equity investment. In the short term this is unlikely to have a meaningful impact but over the long run it could open up an interesting additional revenue opportunity. https://twitter.com/i/web/status/2001335139624784059 https://twitter.com/i/web/status/2001335139624784059"  
[X Link](https://x.com/DD17_Capital/status/2001335139624784059)  2025-12-17T16:54Z [---] followers, [----] engagements


"The easiest way for a company to grow is when its riding a growing market. The smart water meter market is expected to grow around 10.3% per year over the next five years. Sounds like a pretty solid setup for $BMI and peers like $XYL or $MWA"  
[X Link](https://x.com/DD17_Capital/status/2006052789324243115)  2025-12-30T17:20Z [---] followers, [---] engagements


"At first glance Badger Meter looks way more expensive than Xylem. But once you look at the full picture it might not be that simple. Valuation only really makes sense in the context of the whole business metrics and the industry. So lets dive a bit deeper into it 😉 $BMI $XYL"  
[X Link](https://x.com/DD17_Capital/status/2006723332524355594)  2026-01-01T13:45Z [---] followers, [---] engagements


"Done with my research on Badger Meter. Starting to write now. Deep dive should drop around mid next week. $BMI $XYL"  
[X Link](https://x.com/DD17_Capital/status/2007569521100419483)  2026-01-03T21:47Z [---] followers, [---] engagements


"Today Im taking a closer look at Badger Meter $BMI. A quiet compounder operating in the fast growing smart water infrastructure market delivering 20% annual returns over the past decade and raising its dividend for [--] straight years. Deep Dive available for free on SS"  
[X Link](https://x.com/DD17_Capital/status/2008547855141601480)  2026-01-06T14:35Z [---] followers, [----] engagements


"Over the past months I focused on finding quality businesses like Texas Pacific Land or Badger Meter. Over the next weeks Ill slow that down a bit and share updates on companies Im revisiting like Games Workshop or Friedrich Vorwerk. $TPL $BMI $GAW $GAW.L $MBB.SE"  
[X Link](https://x.com/DD17_Capital/status/2009632501912789230)  2026-01-09T14:25Z [---] followers, [---] engagements


"Quality content Highly recommended for anyone interested in LandBridge and Texas Pacific Land. $LB $TPL Friend's: In the comment section below is my latest article on LandBridge. $lb $wbi $tpl $cvx https://t.co/QhDGnoNSZ7 Friend's: In the comment section below is my latest article on LandBridge. $lb $wbi $tpl $cvx https://t.co/QhDGnoNSZ7"  
[X Link](https://x.com/DD17_Capital/status/2013377156596842537)  2026-01-19T22:24Z [---] followers, [----] engagements


"Some time ago I took a closer look at $NEM.DE. Its a smaller competitor to $ADSK. It's a fast growing business thanks to low digitalization in construction margins are solid and the moat is incredibly deep due to tight integration into workflows and the resulting high switching costs. https://twitter.com/i/web/status/2014118207787782460 https://twitter.com/i/web/status/2014118207787782460"  
[X Link](https://x.com/DD17_Capital/status/2014118207787782460)  2026-01-21T23:29Z [---] followers, [---] engagements


"Badger Meter just reported Q4 and the market clearly didnt like that organic growth came way weaker than expected. In my deep dive I look at what could come next and whether the current price might actually be a buying opportunity for long-term investors. $BMI Today Im taking a closer look at Badger Meter $BMI. A quiet compounder operating in the fast growing smart water infrastructure market delivering 20% annual returns over the past decade and raising its dividend for [--] straight years. Deep Dive available for free on SS. https://t.co/5vI9BJtEhe Today Im taking a closer look at Badger"  
[X Link](https://x.com/DD17_Capital/status/2016653868709396799)  2026-01-28T23:25Z [---] followers, [---] engagements


"Visas Q1 numbers look solid as always. Its one of those sleep-well-businesses in your portfolio where you never have to worry about. $V $MA"  
[X Link](https://x.com/DD17_Capital/status/2016984198125420647)  2026-01-29T21:18Z [---] followers, [---] engagements


"After a few deep dives I felt its time for another market overview. This time it will be the fitness and wellness space. Gonna closer look at the market its dynamics and the most promising businesses. $PLNT $BFIT $LULU $CELH"  
[X Link](https://x.com/DD17_Capital/status/2017597485062017338)  2026-01-31T13:55Z [---] followers, [---] engagements


"The gym market is expected to grow around 10% per year over the next years. Pretty solid tailwind for gym chains nutrition wearables and apparel. Industry overview coming next week covering some of the most promising businesses in this space. $BFIT $LULU $CELH $PLNT"  
[X Link](https://x.com/DD17_Capital/status/2018331071725654136)  2026-02-02T14:30Z [---] followers, [----] engagements


"When you truly understand a business and have conviction in its quality the -12% are pretty irrelevant. $SPGI $MCO $SPGI and $MCO are two of the highest quality companies on the planet. Both have turned into 20-baggers since the early 2000s. But can they keep compounding and which one deserves a spot in your portfolio Read the deep dive: https://t.co/lT1d60epMZ #Investing #StockMarket https://t.co/4dzgdmgnpe $SPGI and $MCO are two of the highest quality companies on the planet. Both have turned into 20-baggers since the early 2000s. But can they keep compounding and which one deserves a spot"  
[X Link](https://x.com/DD17_Capital/status/2018752585734197722)  2026-02-03T18:24Z [---] followers, [---] engagements


"@returnoncap Anyone who believes that hasnt understood $SPGI's business model. Anyway Ill take the buy opportunity"  
[X Link](https://x.com/DD17_Capital/status/2018756525972754483)  2026-02-03T18:40Z [---] followers, [---] engagements


"Today Im taking a closer look at the fast growing fitness market: from gym chains to equipment nutrition wearables and apparel. And also [--] companies that could benefit from this trend and are worth watching for investors. $PLNT $BFIT $LULU $CELH"  
[X Link](https://x.com/DD17_Capital/status/2019058361195434269)  2026-02-04T14:40Z [---] followers, [---] engagements


"Time for a new deep dive This time Im diving into Rightmove plc a near monopoly in the UK property portal market with roughly an 85% market share. Pretty excited to find out more about this business and share it with you. $RMV"  
[X Link](https://x.com/DD17_Capital/status/2019489727590588622)  2026-02-05T19:14Z [---] followers, [---] engagements


"Rightmove has an impressive 85% share of the UK property portal market and still manages to grow waaay faster than the market. Doing my research. Deep dive coming soon. $RMV $RMV.L"  
[X Link](https://x.com/DD17_Capital/status/2020496587860889874)  2026-02-08T13:55Z [---] followers, [---] engagements


"@QualityInvest5 Pretty unfortunate theyre not listed. Wouldve been an interesting shovel seller 😉"  
[X Link](https://x.com/DD17_Capital/status/2020621619346243768)  2026-02-08T22:11Z [---] followers, [----] engagements


"@tuomstuomstuoms @QualityInvest5 Yeah its the medical technology division of Zeiss. Apart from the parent company it has nothing to do with the $ASML supplier"  
[X Link](https://x.com/DD17_Capital/status/2020634031579414808)  2026-02-08T23:01Z [---] followers, [--] engagements


"@QualityInvest5 Yeah sure. I mean a shovel seller for the shovel seller $ASML"  
[X Link](https://x.com/DD17_Capital/status/2020634269140582535)  2026-02-08T23:02Z [---] followers, [---] engagements


"Especially when those oligopolies are also protected by a wide moat and hard to break even over the long term. $MCO $SPGI Avoid harsh competition Look for monopolies and oligopolies . They tend to outperform over the long run Which other oligopolies do you know https://t.co/3UFLhSja59 Avoid harsh competition Look for monopolies and oligopolies . They tend to outperform over the long run Which other oligopolies do you know https://t.co/3UFLhSja59"  
[X Link](https://x.com/DD17_Capital/status/2020982085104828812)  2026-02-09T22:04Z [---] followers, [---] engagements


"If youre not sure how to think about S&P Global right now this deep dive might be useful. I give a quick growth outlook and share the price level where Id personally consider buying. $SPGI $MCO $SPGI and $MCO are two of the highest quality companies on the planet. Both have turned into 20-baggers since the early 2000s. But can they keep compounding and which one deserves a spot in your portfolio Read the deep dive: https://t.co/lT1d60epMZ #Investing #StockMarket https://t.co/4dzgdmgnpe $SPGI and $MCO are two of the highest quality companies on the planet. Both have turned into 20-baggers"  
[X Link](https://x.com/DD17_Capital/status/2021231410065854686)  2026-02-10T14:34Z [---] followers, [---] engagements


"@DividendDynasty Imho just looking at the P/E is too simplistic. You also have to factor in the slowing growth and the lower margins after the IHS acquisition. I have a position myself and Im convinced about $SPGI long term but you still need to look at the whole picture"  
[X Link](https://x.com/DD17_Capital/status/2021643612703150388)  2026-02-11T17:52Z [---] followers, [---] engagements


"@ManuInvests I think AI is just part of the story. Growth is slowing and margins have weakened since the IHS acquisition. Its still a great business but imho the revaluation is totally justified"  
[X Link](https://x.com/DD17_Capital/status/2021682268486390125)  2026-02-11T20:26Z [---] followers, [--] engagements


"Ah okay. I didnt get your joke :( I think you can't go too wrong with a position in $SPGI in the current situation. I assume well see earnings growth of around 1013% over the next few years and the price should follow in that range over the medium to long term. Even if this might sound too negative that's not the case. I stay invested. https://twitter.com/i/web/status/2021688028662485389 https://twitter.com/i/web/status/2021688028662485389"  
[X Link](https://x.com/DD17_Capital/status/2021688028662485389)  2026-02-11T20:49Z [---] followers, [---] engagements


"Back to my deep dives Rightmove and REA have very similar business models and dominant positions in their local markets. As part of my next article Ill have a look at both and compare them. $RMV $RMV.L $REA $REA.AX"  
[X Link](https://x.com/DD17_Capital/status/2021228913633132556)  2026-02-10T14:25Z [---] followers, [---] engagements


"The current SaaS sell-off has also hit companies that arguably shouldnt be part of it. Imho this could create some interesting opportunities for investors. I took a closer look at one of them a while ago. $NEM $NEM.DE $ADSK A few weeks ago I came across a hidden software champion and thought it was worth a Deep Dive. Well here we go: https://t.co/CUO4tGouwf $ADSK $BSY $PCOR #Investing #TechStocks #Stocks #Growthstocks #fintwit https://t.co/YAPjzSlGFV A few weeks ago I came across a hidden software champion and thought it was worth a Deep Dive. Well here we go: https://t.co/CUO4tGouwf $ADSK"  
[X Link](https://x.com/DD17_Capital/status/2017291759093526685)  2026-01-30T17:40Z [---] followers, [---] engagements


"Pretty unpopular opinion (at least over the last two years): even with great businesses investors shouldnt pay any price and rather wait for a reasonable entry point. $LOTB $LOT.BR $LOT.B"  
[X Link](https://x.com/DD17_Capital/status/2019811680151273626)  2026-02-06T16:33Z [---] followers, [---] engagements


"Imagine a simple cookie business growing revenues at about 11% a year for a decade with dividends compounding at around 20%. I know this sounds kinda unrealistic. But here we are. $LOTB $LOT.BR $LOT.B"  
[X Link](https://x.com/DD17_Capital/status/2020870300418912386)  2026-02-09T14:40Z [---] followers, [---] engagements


"In case youre wondering if AI could disrupt the ratings and market intelligence business of S&P Global I highly recommend reading the book Credit Rating Agencies. It explains the business model the market and S&Ps moat in a very clear and accessible way. $SPGI $MCO"  
[X Link](https://x.com/DD17_Capital/status/2021591301590827480)  2026-02-11T14:25Z [---] followers, [----] engagements


"Rightmove shows pretty solid growth and high margins in the boring real estate market. Thats what Im looking for. $RMV $RMV.L"  
[X Link](https://x.com/DD17_Capital/status/2022650342203170894)  2026-02-14T12:33Z [---] followers, [---] engagements


"@RichardWedekin1 I still dont know what $SAP was priced for. It was never the high quality business the valuation suggested. Now its showing even weaker numbers and the market finally seems to wake up"  
[X Link](https://x.com/DD17_Capital/status/2016985944939765770)  2026-01-29T21:24Z [---] followers, [---] engagements


"@TribeRuffner @TimelessCpnd @invest091 In my deep dive I came up with an entry price of around [---] USD but that obviously depends on my assumptions. You might assuming stronger growth higher profitability or just a lower margin of safety than I did"  
[X Link](https://x.com/DD17_Capital/status/2017698223247274421)  2026-01-31T20:35Z [---] followers, [--] engagements


"Time to announce the next deep dive. This time were diving into the live entertainment business. $EVD is the European leader in ticketing and events: founder-led with strong margins low debt and expanding into the US and Asia. Coming next week"  
[X Link](https://x.com/DD17_Capital/status/1940402579063922764)  2025-07-02T13:30Z [---] followers, [----] engagements


"Pretty exciting digging into the latest analysis on $EVD. Chances are high you used their platform when you bought concert or sports tickets but hardly anyone is talking about the company or its massive growth potential. #investing #Stocks #FinTwit #qualitystocks"  
[X Link](https://x.com/DD17_Capital/status/1941117288331300983)  2025-07-04T12:50Z [---] followers, [---] engagements


"Sometimes when I start analyzing a company I think Why the hell did they do it like that This makes absolutely no sense But I keep digging deeper and at one moment I realize Ohhh that's why. Same with $EVD and $LYV right now"  
[X Link](https://x.com/DD17_Capital/status/1941971724649517355)  2025-07-06T21:25Z [---] followers, [----] engagements


"As Im wrapping up my $EVD analysis I already had an idea for the next one: I once read a book on credit rating agencies and did a deep dive on $MCO & $SPGI. This time Ill compare them to see which is the better pick for long-term investors looking for high-quality compounders"  
[X Link](https://x.com/DD17_Capital/status/1942212001997947242)  2025-07-07T13:20Z [---] followers, [----] engagements


"@Speedwell_LLC Of course LVMH wouldn't openly talk about outsourcing to Chinese suppliers but several publicly known cases show that it happens frequently. In my $MC.PA analysis I also came across reports suggesting that product quality has declined in recent years as a result"  
[X Link](https://x.com/DD17_Capital/status/1947027264337547629)  2025-07-20T20:14Z [---] followers, [--] engagements


"With my deep dive on $CELH wrapped up (coming Monday) the journey doesnt stop. $GRG might be next on the list but with so many exciting names waiting Im not even sure where to begin😃 #Investing #StocksToWatch #EquityResearch #StockAnalysis #QualityCompounders #Fintwit"  
[X Link](https://x.com/DD17_Capital/status/1969500159194091666)  2025-09-20T20:33Z [---] followers, [---] engagements


"@StockMKTNewz Thats because people in the UK would rather go to $GRG 😜"  
[X Link](https://x.com/DD17_Capital/status/1970549250686886363)  2025-09-23T18:02Z [---] followers, [--] engagements


"Dude worst Deep Dive ever Every time I start researching Greggs I just get hungry😃 $GRG #Greggs #investing #stocks #DeepDive #ValueInvesting #UKstocks #consumerstaples"  
[X Link](https://x.com/DD17_Capital/status/1970843159518163086)  2025-09-24T13:30Z [---] followers, [---] engagements


"Although $GRG with around [----] stores in the UK is even larger than Subway and $MCD it still manages to grow strongly. Beyond new stores it boosts revenue per location by expanding its menu and reaching new customer groups. #Investing #UKStocks #fintwit #ConsumerStocks"  
[X Link](https://x.com/DD17_Capital/status/1971659160422072462)  2025-09-26T19:32Z [---] followers, [---] engagements


"When I first started digging into $GRG I thought how much growth could really be left here Turns out a lot. With new capacity coming they could expand to nearly [----] shops in the next years which is more than 30% above todays level. #UKStocks #UKRetail #ConsumerStocks"  
[X Link](https://x.com/DD17_Capital/status/1972655100121215294)  2025-09-29T13:30Z [---] followers, [---] engagements


"Finishing the last research for my Deep Dive on $GRG coming later this week or early next. Until then last reminder about my Deep Dive on $CELH. With $PEP backing they want to conquer the energy drink market and I take a close look at whether thats achievable. $MNST $KO The story of Celsius is one of highs and lows. From a struggling niche player to one of the fastest-growing beverage companies in the U.S. I explore how it got here and what the future could hold. Read it here: https://t.co/6tcdgKMHgx #Celsius #investing $CELH $PEP #fintwit https://t.co/suwYdx6FOH The story of Celsius is one"  
[X Link](https://x.com/DD17_Capital/status/1972695901807202607)  2025-09-29T16:12Z [---] followers, [---] engagements


"Quick update: The $GRG Deep Dive is coming early next week In the meantime as a thank you for your patience Ill share an article on classic investing biases and how to avoid them. #FinTwit #investing #stockmarket #UKStocks #ConsumerStocks #InvestorMindset #BehavioralFinance"  
[X Link](https://x.com/DD17_Capital/status/1973379874128625704)  2025-10-01T13:30Z [---] followers, [---] engagements


"Today $GRG released its Q3 results. Overall they were somewhat mixed with around 6.1% revenue growth and 1.5% like-for-like sales growth. Ill take a closer look and of course factor this into the Deep Dive coming next week. #UKStocks #UKRetail #ConsumerStocks #StockMarket"  
[X Link](https://x.com/DD17_Capital/status/1973399743481983205)  2025-10-01T14:48Z [---] followers, [---] engagements


"Deep Dive on $GRG is done and coming tomorrow After all that food research Ive definitely gained a few pounds. Maybe I should do a Deep Dive on $PLNT next 😅"  
[X Link](https://x.com/DD17_Capital/status/1975237112812417126)  2025-10-06T16:30Z [---] followers, [---] engagements


"Is the UKs leading snack chain a free lunch for investors or a classic value trap Find out in my latest Deep Dive: $GRG #UKStocks #StockMarket #fintwit #GrowthStocks #ValueInvesting #ConsumerStocks #RetailStocks https://open.substack.com/pub/danielsdeepdive1/p/greggs-free-lunch-or-value-trapr=5kab0z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/danielsdeepdive1/p/greggs-free-lunch-or-value-trapr=5kab0z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/DD17_Capital/status/1975555459957334118)  2025-10-07T13:35Z [---] followers, [---] engagements


"A closer look at the pest control market especially Rollins shows how asset-light these businesses are and how steady and resilient their growth has been. Not the worst combination for investors. $ROL $ECL $RTO"  
[X Link](https://x.com/DD17_Capital/status/1983907996355674203)  2025-10-30T14:45Z [---] followers, [---] engagements


"Very strong Q3 from $ROL. Revenue was up [--] percent and EPS grew [--] percent. I will take a closer look over the next few days and include the new numbers and recent developments in my Rollins deep dive coming next week"  
[X Link](https://x.com/DD17_Capital/status/1984013874514030599)  2025-10-30T21:45Z [---] followers, [---] engagements


"My Deep Dive on $ROL is almost finished and will be out early next week Not to spoil too much but its a quality business"  
[X Link](https://x.com/DD17_Capital/status/1984267868079329706)  2025-10-31T14:35Z [---] followers, [---] engagements


"Writing took a bit longer than expected but the Deep Dive on Rollins is finally finished and will be released tomorrow. $ROL $ECL $RTO"  
[X Link](https://x.com/DD17_Capital/status/1986152578749767886)  2025-11-05T19:24Z [---] followers, [---] engagements


"I am currently diving into Intuitive Surgical $ISRG and was surprised to learn that the da Vinci System was used in more than [--] million procedures across [--] countries in [----]. And that is still only a small fraction of the overall market with plenty of growth ahead"  
[X Link](https://x.com/DD17_Capital/status/1998075098184798212)  2025-12-08T17:00Z [---] followers, [---] engagements


"@KoyfinCharts That is pretty easy to explain. $DGE is facing declining revenues falling margins and studies suggesting that alcohol consumption will continue to decrease"  
[X Link](https://x.com/DD17_Capital/status/1998139297694892521)  2025-12-08T21:15Z [---] followers, [----] engagements


"Since a few of you are into $TPL you should definitely keep an eye on this guy 😉 @DD17_Capital I think its stellar likely next weeks deep dive. I am trying to understand if they can pivot off of oil royalties over time. Almost 1m acres of fully paid off land is crazy. @DD17_Capital I think its stellar likely next weeks deep dive. I am trying to understand if they can pivot off of oil royalties over time. Almost 1m acres of fully paid off land is crazy"  
[X Link](https://x.com/DD17_Capital/status/1998151326769815856)  2025-12-08T22:02Z [---] followers, [---] engagements


"Hey Will one of $GRG's most important competitive advantages is its position as a price leader. They are cheaper than places like Subway or Pret A Manger and that is a key part of their moat. At the same time their biggest expenses are labour and energy. So when the minimum wage goes up as it has recently their costs rise significantly. Yet their pricing power is quite limited because raising prices too much would undermine their advantage. Long story short their margins are thin and quite sensitive. The second point is scalability. Here as well the issue is tied to a competitive advantage."  
[X Link](https://x.com/DD17_Capital/status/1998407566049657241)  2025-12-09T15:01Z [---] followers, [--] engagements


"Im almost done with the Intuitive Surgical $ISRG deep dive and think itll be out on Thursday or Friday. I also used the quiet weekend to look at a few new companies I might share with you over the next weeks. I think there are some really exciting ones in there"  
[X Link](https://x.com/DD17_Capital/status/2000212934128234626)  2025-12-14T14:35Z [---] followers, [---] engagements


"After every deep dive I struggle deciding which company to take a closer look at next. There are so many names on my list and Im pretty excited to share them with you. Sometimes I also get great tips from you like $LB after my $TPL deep dive. So Im always open to your suggestions even though I unfortunately cant cover all of them. https://twitter.com/i/web/status/2003112163070853215 https://twitter.com/i/web/status/2003112163070853215"  
[X Link](https://x.com/DD17_Capital/status/2003112163070853215)  2025-12-22T14:35Z [---] followers, [---] engagements


"Just got two messages asking what happened to $TPL and why the stock is down 60%. No worries though its just a [--] for [--] stock split"  
[X Link](https://x.com/DD17_Capital/status/2003428055310827878)  2025-12-23T11:30Z [---] followers, [---] engagements


"$BMI might be also interesting for dividend investors. At first glance the current yield of 0.8% looks pretty low but the dividend has been raised for [--] years in a row and grown around 15.5% per year over the past [--] years"  
[X Link](https://x.com/DD17_Capital/status/2006349630028845272)  2025-12-31T13:00Z [---] followers, [---] engagements


"Pretty strong FCF growth over the past few years but the big question is whether it can continue. Im currently taking a closer look and will share my take next week in my deep dive on $BMI"  
[X Link](https://x.com/DD17_Capital/status/2007088237022724207)  2026-01-02T13:55Z [---] followers, [---] engagements


"@pimplefresh @realroseceline Hey as promised just wanted to let you know that the $BMI deep dive is out now"  
[X Link](https://x.com/DD17_Capital/status/2008607899036401668)  2026-01-06T18:33Z [---] followers, [--] engagements


"Hey Mehmet Im not sure if you were asking me @long_equity. So Ill give a quick reply anyway: I just published my deep dive on $BMI yesterday (link in bio) and see it as a solid business but I wouldn't buy it at the current price. You can find the detailed reasoning in the deep dive. If you have any questions feel free to reach out. https://twitter.com/i/web/status/2008935962227683496 https://twitter.com/i/web/status/2008935962227683496"  
[X Link](https://x.com/DD17_Capital/status/2008935962227683496)  2026-01-07T16:17Z [---] followers, [---] engagements


"Hey Timeless the problem is that many analysts and the market assumed that the strong growth of recent years would simply continue. But thats not the case. A large part of it was catch-up effects after Covid and acquisitions. Now growth is normalizing again and over the medium term we should return to a more reasonable valuation"  
[X Link](https://x.com/DD17_Capital/status/2008937786091491379)  2026-01-07T16:24Z [---] followers, [--] engagements


"@Quality_stocksA I guess we share the love for boring businesses like $ROL. Theyll never trend here but they quietly compound in the background"  
[X Link](https://x.com/DD17_Capital/status/2014118878842933420)  2026-01-21T23:32Z [---] followers, [--] engagements


"@DeepIceValue Crazy idea: you can reduce company specific risk by splitting a position you would normally build into two positions in $V and $MA. You basically get the same business model with very similar fundamentals but with better diversification"  
[X Link](https://x.com/DD17_Capital/status/2015232919950799000)  2026-01-25T01:19Z [---] followers, [---] engagements


"Most fashion brands depend on trends but not this one. $RMS.PA stands apart: family-owned recession-resilient and focused on ultra-wealthy clients. Its brand moat drives 24% annual profit growth 26% FCF margin all with zero debt. A quality compounder in every sense"  
[X Link](https://x.com/DD17_Capital/status/1921573509890994496)  2025-05-11T14:30Z [---] followers, [--] engagements


"@finchat_io A great example of how fragile a brand moat can be. It often depends on trends and shifting consumer preferences. Only a few brands like $AAPL or $RMS.PA manage to stay relevant and desirable over long periods. Most dont stand the test of time"  
[X Link](https://x.com/DD17_Capital/status/1923997007540068534)  2025-05-18T07:00Z [---] followers, [--] engagements


"Today we're looking at $RMS.PA a family-owned quality company with a strong moat 18% EPS growth over the past decade a 41% operating margin and no net debt. While peers like $MC.PA and $KER.PA face headwinds Herms continues to stand out. Deep dive coming soon stay tuned"  
[X Link](https://x.com/DD17_Capital/status/1927355356940034311)  2025-05-27T13:25Z [---] followers, [--] engagements


"A look at the ROIC of $RMS.PA $MC.PA and $KER.PA clearly shows which company has been most effective at turning capital into value. Youll get the full breakdown tomorrow: Is $RMS.PA a buy And what might be a good entry price Find out in my upcoming deep dive"  
[X Link](https://x.com/DD17_Capital/status/1929594849168085127)  2025-06-02T17:43Z [---] followers, [--] engagements


"While brands like $NKE or $LULU are tied to short-term fashion trends and economic cycles $RMS.PA targets ultra-wealthy clients and timeless style. This focus shields the brand from volatility and has enabled it to grow even during major crises. #Investing #Moat #Stocks"  
[X Link](https://x.com/DD17_Capital/status/1930343838981468637)  2025-06-04T19:20Z [---] followers, [---] engagements


"Starting my Deep Dive on $GRG. At first glance it looks like a straightforward business with a simple business model but there might be a much more interesting story behind it. #Stocks #Investing #UKStocks $JDW $DOM"  
[X Link](https://x.com/DD17_Capital/status/1965145006093832453)  2025-09-08T20:07Z [---] followers, [---] engagements


"Added a new position to my portfolio today. A family-owned company that grows organically is highly profitable and still trades below fair value. Next up: my Deep Dive on the grid infrastructure sector and its key players coming next week. $EXC $PWR $PRYMY $NGG $PRY.MI $NEX.PA"  
[X Link](https://x.com/DD17_Capital/status/1979162263488508243)  2025-10-17T12:27Z [---] followers, [---] engagements


"What might be even more interesting than Monster Beverages Q3 numbers is the announcement to launch a new energy line targeting female consumers as a direct competitor to Alani Nu. $MNST $CELH $PEP $KO"  
[X Link](https://x.com/DD17_Capital/status/1986550272185750005)  2025-11-06T21:44Z [---] followers, [---] engagements


"I made my decision. After I publish the article about my buy list the next deep dive will be about Intuitive Surgical $ISRG. Robotic surgery is a field I have never really explored in detail before but the numbers already look promising. Pretty excited"  
[X Link](https://x.com/DD17_Capital/status/1995500633399386565)  2025-12-01T14:30Z [---] followers, [---] engagements


"According to Grand View Research the market for surgical robotic systems is expected to grow at a CAGR of 12.4% over the next [--] years reaching up to [--] billion USD. Pretty good conditions for companies like $ISRG that hold a key position in this market. $SYK $JNJ $SNN"  
[X Link](https://x.com/DD17_Capital/status/2000619363284705635)  2025-12-15T17:30Z [---] followers, [---] engagements


"@DutchInvestors Pretty sure it's Service Corporation International $CSI. Let me know your opinion on it"  
[X Link](https://x.com/DD17_Capital/status/2008897534903595444)  2026-01-07T13:44Z [---] followers, [--] engagements


"@DividendDynasty So you're long $DLG😜"  
[X Link](https://x.com/DD17_Capital/status/2008951289456345422)  2026-01-07T17:18Z [---] followers, [---] engagements


"@themotleyfool In [----] $MNST was still called Hansen Beverage Company and had nothing to do with energy drinks. So buying it in [----] would have been pure luck. But even investing after the launch of its energy drink in [----] you would have earned about 25% per year"  
[X Link](https://x.com/DD17_Capital/status/2017725632629657636)  2026-01-31T22:24Z [---] followers, [---] engagements


"Brand moats can look strong until theyre not. $ANF was once iconic but faded as trends shifted. Few brands like $AAPL or $RMS.PA manage to stay relevant for decades. Only a handful of brands truly offer a lasting moat and a long-term investment case. #investing #StockMarket"  
[X Link](https://x.com/DD17_Capital/status/1924185236931301437)  2025-05-18T19:28Z [---] followers, [--] engagements


"$RMS.PA is a family-led quality compounder with long-term focus strong brand moat and organic growth. While peers like $MC.PA show weakness Herms stands out. Right now instead of sleeping I'm working on my deep dive on this fascinating company. Coming next week. Stay tuned. WOW $LVMH $RMS.PA WOW $LVMH $RMS.PA"  
[X Link](https://x.com/DD17_Capital/status/1928217035734937678)  2025-05-29T22:29Z [---] followers, [---] engagements


"Todays spotlight is on $RMS.PA a family-owned luxury stock that outperformed $MC.PA and $KER.PA with timeless style strong growth and outstanding returns. What sets it apart is it a smart long-term buy and at what price it might make sense to buy 👉 https://tinyurl.com/DDD-Hermes https://tinyurl.com/DDD-Hermes"  
[X Link](https://x.com/DD17_Capital/status/1929892072477151557)  2025-06-03T13:25Z [---] followers, [---] engagements


"@Finding_Moats Impressive numbers. But two things still bother me a bit. The strong dependence on the Asian market and the very high valuation. Apart from that $RMS.PA is a quality compounder"  
[X Link](https://x.com/DD17_Capital/status/1950452149688668381)  2025-07-30T07:03Z [---] followers, [--] engagements


"Imagine a company with [--] percent profit growth over the past [--] years an [--] percent EBITDA margin a [--] percent free cash flow margin and no net debt. It sounds almost too good to be true. But that is Texas Pacific Land. I am taking a very close look at it in my deep dive and will explain whether these numbers are sustainable and at what price an entry might make sense. Coming soon $TPL https://twitter.com/i/web/status/1990789593344458960 https://twitter.com/i/web/status/1990789593344458960"  
[X Link](https://x.com/DD17_Capital/status/1990789593344458960)  2025-11-18T14:30Z [---] followers, [---] engagements


"$LOTB is deepening its partnership with $MDLZ. The collaboration includes co-developed products and a joint distribution strategy. This supports capital-light organic growth and higher margins. For long-term quality-focused investors this is a name worth keeping an eye on"  
[X Link](https://x.com/DD17_Capital/status/1932544590789202423)  2025-06-10T21:05Z [---] followers, [---] engagements


"$ZAL is acquiring $ABOUT becoming Europe's largest online fashion retailer. Can it become the next $AMZN I dont think so. Zalando has thin margins weak growth tough competition. Plus $ABOUT has been burning cash for years and shows no sign of sustainable growth"  
[X Link](https://x.com/DD17_Capital/status/1940352695480811837)  2025-07-02T10:11Z [---] followers, [---] engagements


"@yetundiscovered $LOTB is a fascinating company. Family-owned and led growing fast expanding into new regions together with $MDLZ and clearly a quality business. That said it is significantly overvalued at the moment"  
[X Link](https://x.com/DD17_Capital/status/1944008063809106289)  2025-07-12T12:16Z [---] followers, [---] engagements


"@evfcfaddict $LOTB is a compelling business. Its family-owned growing rapidly expanding internationally with $MDLZ and clearly has all the traits of a quality company. However the current valuation still looks quite stretched"  
[X Link](https://x.com/DD17_Capital/status/1944869612187000977)  2025-07-14T21:20Z [---] followers, [---] engagements


"Quick reminder: A while ago I published a deep dive on $LOTB. It is a family owned quality business with strong growth solid margins and virtually no debt. Valuation is still high but we are getting closer to my calculated buy zone. #investing #ValueInvesting #stocks #FinTwit I just published my deep dive into Lotus Bakeries. Check it Out - it could be a sweet opportunity for your portfolio 😉 https://t.co/FmRnoi0ewP #investing #stocks #StockAnalysis #InvestmentOpportunities #longterminvesting https://t.co/rvVOkt6veA I just published my deep dive into Lotus Bakeries. Check it Out - it could"  
[X Link](https://x.com/DD17_Capital/status/1944870834075787571)  2025-07-14T21:25Z [---] followers, [---] engagements


"Ever heard of $LOTB A family-run company with a long-term mindset solid growth (18 percent per year over the past three years) and a strong moat. Now teaming up with $MDLZ to expand into India. For investors looking for quality compounders it is definitely worth a closer look"  
[X Link](https://x.com/DD17_Capital/status/1947650339710374248)  2025-07-22T13:30Z [---] followers, [---] engagements


"Even though $LOTB has lost around 30% over the past year it still looks quite expensive to me. At the same time the fundamentals and the outlook remain very strong. I mean which non cyclical consumer company can claim to have grown 14% per year over the last decade"  
[X Link](https://x.com/DD17_Capital/status/1998395962080063877)  2025-12-09T14:15Z [---] followers, [---] engagements


"A company that might be interesting for long-term investors: $LOTB.BR combines family ownership strong margins and a brand moat all wrapped in a product with unmistakable taste. To accelerate further growth it recently entered a global partnership with $MDLZ"  
[X Link](https://x.com/DD17_Capital/status/1925559777679352225)  2025-05-22T14:30Z [---] followers, [---] engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

+ **category**: _Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "youtube::undefined",
      "creator_name": "airshowfansh",
      "creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 79600000,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




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Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing