# ![@DeepMoatSociety Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::54526488.png) @DeepMoatSociety Deep Mo🅰️t Society

Deep Mo🅰️t Society posts on X about $boc, $bn, $asts, $hhh the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::54526488/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::54526488/c:line/m:interactions.svg)

- [--] Week [------] +184%
- [--] Month [---------] +108%
- [--] Months [---------] +70,642%
- [--] Year [---------] +2,796%

### Mentions: [--] [#](/creator/twitter::54526488/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::54526488/c:line/m:posts_active.svg)

- [--] Week [--] +800%
- [--] Month [--] +300%
- [--] Months [--] +50%
- [--] Year [--] -53%

### Followers: [-----] [#](/creator/twitter::54526488/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::54526488/c:line/m:followers.svg)

- [--] Week [-----] +0.31%
- [--] Month [-----] +0.55%
- [--] Months [-----] -1.40%
- [--] Year [-----] +1.80%

### CreatorRank: [---------] [#](/creator/twitter::54526488/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::54526488/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [luxury brands](/list/luxury-brands)  [financial services](/list/financial-services)  #845 [countries](/list/countries)  [currencies](/list/currencies)  [exchanges](/list/exchanges) 

**Social topic influence**
[$boc](/topic/$boc), [$bn](/topic/$bn) #11, [$asts](/topic/$asts), [$hhh](/topic/$hhh), [$rklb](/topic/$rklb), [$brk](/topic/$brk), [$kfs](/topic/$kfs), [$psh](/topic/$psh), [$exor](/topic/$exor), [$dhr](/topic/$dhr)

**Top accounts mentioned or mentioned by**
[@tomsmith839](/creator/undefined) [@astspacemobile](/creator/undefined) [@catseapex](/creator/undefined) [@galumay](/creator/undefined) [@alwaysinvest](/creator/undefined) [@fedexsti](/creator/undefined) [@lioncubsfund](/creator/undefined) [@ftrinvestors](/creator/undefined) [@stonkmetal](/creator/undefined) [@josmiguel71](/creator/undefined) [@mitchmartan98](/creator/undefined) [@mholz315](/creator/undefined) [@chriswmayer](/creator/undefined) [@hiddenvaluegems](/creator/undefined) [@castrobeiras](/creator/undefined) [@abelavellan](/creator/undefined) [@javet23](/creator/undefined) [@gubben89](/creator/undefined) [@ldiscernment](/creator/undefined) [@nanalyzetweets](/creator/undefined)

**Top assets mentioned**
[Boston Omaha Corporation (BOC)](/topic/$boc) [Brookfield Corporation (BN)](/topic/$bn) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Howard Hughes Holdings Inc. (HHH)](/topic/$hhh) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Danaher Corporation (DHR)](/topic/$dhr) [Markel, Corp. (MKL)](/topic/$mkl) [Vinci Partners Investments Ltd. (VINP)](/topic/$vinp) [Nelnet, Inc. Class A (NNI)](/topic/$nni) [AT&T Inc. (T)](/topic/$t) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Dream Finders Homes, Inc. (DFH)](/topic/$dfh) [QXO, Inc. Common Stock (QXO)](/topic/$qxo) [JOE (JOE)](/topic/$joe) [Figure Technology Solutions, Inc. (FIGR)](/topic/$figr) [Roper Technologies Inc (ROP)](/topic/$rop) [Ferrari N.V. (RACE)](/topic/$race) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Stellantis N.V. (STLA)](/topic/$stla) [Tempus AI, Inc. (TEM)](/topic/$tem) [Brookfield Renewable Partners L.P. (BEP)](/topic/$bep) [IonQ, Inc. (IONQ)](/topic/$ionq) [Muhdo Hub (DNA)](/topic/$dna) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [NuCypher (NU)](/topic/$nu) [Ares Management, Corp. (ARES)](/topic/$ares) [Tesla, Inc. (TSLA)](/topic/$tsla) [The Howard Hughes Corporation (HHC)](/topic/$hhc) [XPO LOGISTICS, INC. (XPO)](/topic/$xpo) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Recursion Pharmaceuticals, Inc. (RXRX)](/topic/$rxrx) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Novanta Inc. Common Stock (NOVT)](/topic/$novt) [Veralto Corporation (VLTO)](/topic/$vlto) [Nokia Corporation (NOK)](/topic/$nok) [BlackRock Inc (BLK)](/topic/blackrock) [BlackCoin (BLK)](/topic/$blk) [Brookfield Infrastructure Partners L.P. Limited Partnership Units (BIP)](/topic/$bip) [Brookfield Business Partners L.P.Limited Partnership Units (BBU)](/topic/$bbu) [AS Roma Fan Token (ASR)](/topic/$asr) [Grupo Aeroportuario del Sureste, S.A. de C.V. American Depositary Shares (ASR)](/topic/asr-grupo-aeroportuario-del) [TMC the metals company Inc. Common Stock (TMC)](/topic/$tmc) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@MichaelGielkens I wish they had margins and I need to learn about the companies competitor landscape better"  
[X Link](https://x.com/DeepMoatSociety/status/1755533511996395602)  2024-02-08T10:06Z [----] followers, [--] engagements


"@chriswmayer Are you still long $HLMA.L"  
[X Link](https://x.com/DeepMoatSociety/status/1611742665732767744)  2023-01-07T15:12Z [----] followers, [---] engagements


"@topsecretstocks And the moat Or competitor landscape"  
[X Link](https://x.com/DeepMoatSociety/status/1752092169148530958)  2024-01-29T22:11Z [----] followers, [---] engagements


"$ABB $ABBN.SW is a name Im always drawn too. ABB Ltd a Swiss tech giant at the forefront of electrification and automation. Why's ABB catching eyes Tailwinds are strong with the push for renewable energy and smart manufacturing. ABB's right there leading the charge. $FLNC $TSLA $STEM $BEP https://twitter.com/i/web/status/1756593057896472996 https://twitter.com/i/web/status/1756593057896472996"  
[X Link](https://x.com/DeepMoatSociety/status/1756593057896472996)  2024-02-11T08:16Z [----] followers, [---] engagements


"Some of my watchlist wonders ✨ $TEQ- Teqnion $ASR - Grupo Aeroportuario del Sureste $X.TO - TMX $BC.MI - Brunello Cucinelli $VHI.TO - Vitalhub $MBB.DE - MBB $SKYH - Skyharbour $FSG.L Foresight Group Whats on yours 👀"  
[X Link](https://x.com/DeepMoatSociety/status/1757530287406227891)  2024-02-13T22:20Z [----] followers, [----] engagements


"@JonahLupton Wait till you research $loac #dddd 😅"  
[X Link](https://x.com/DeepMoatSociety/status/1367907556123947011)  2021-03-05T18:39Z [----] followers, [--] engagements


"@yatesinvesting $loac #dddd @4dpharmaplc"  
[X Link](https://x.com/DeepMoatSociety/status/1367940901948055554)  2021-03-05T20:51Z [----] followers, [--] engagements


"@livermore185 @plantscienc @sidecarcap Id add $nni nelnet to that list too"  
[X Link](https://x.com/DeepMoatSociety/status/1483916601011458051)  2022-01-19T21:37Z [----] followers, [--] engagements


"@Brady1204933030 Looked at $TMC Looks up your street"  
[X Link](https://x.com/DeepMoatSociety/status/1668672822057549827)  2023-06-13T17:32Z [---] followers, [--] engagements


"@Radzimirson Heavy on $ionq considering small revs (Im long $ionq but not quite the same position size) also in $evo & $dna"  
[X Link](https://x.com/DeepMoatSociety/status/1675618786269855744)  2023-07-08T05:11Z [---] followers, [---] engagements


"@gtbgtb @KitcoMining All a matter of when 😏 long $TMC"  
[X Link](https://x.com/DeepMoatSociety/status/1679522854465929222)  2023-07-13T16:07Z [---] followers, [--] engagements


"@TyphonValue @ClarkinM $HHC has the assets - they are whats needed right now and HHC has plenty of long term potential"  
[X Link](https://x.com/DeepMoatSociety/status/1680980687120105473)  2023-07-17T16:40Z [----] followers, [---] engagements


"@BillAckman @JulianKlymochko And $HHC 👀"  
[X Link](https://x.com/DeepMoatSociety/status/1681409770266275840)  2023-07-18T21:05Z [----] followers, [---] engagements


"@SamMeciar @MaxTheComrade $heoff"  
[X Link](https://x.com/DeepMoatSociety/status/1681586873662160897)  2023-07-19T08:48Z [----] followers, [--] engagements


"The MOST important thing in evaluating businesses is figuring out how big the moat is - Uncle Warren 😎 $BRKA $BRKB"  
[X Link](https://x.com/DeepMoatSociety/status/1682869606015442945)  2023-07-29T22:59Z [---] followers, [---] engagements


"@HiddenValueGems Dont diss miss $PSH too quickly great track record huge discount to NAV and making moves to close it 😉 perhaps you have to be close to understand and see it fall into place"  
[X Link](https://x.com/DeepMoatSociety/status/1685921601827581954)  2023-07-31T07:53Z [----] followers, [---] engagements


"@HiddenValueGems Cant see to hand but well over 25% - his strike rate is good enough - universal Google also pay attention to $HHC and untapped value"  
[X Link](https://x.com/DeepMoatSociety/status/1685925522411339776)  2023-07-31T08:09Z [----] followers, [---] engagements


"@TomSmith839 Over $BN or $KKR"  
[X Link](https://x.com/DeepMoatSociety/status/1687058481788973056)  2023-08-03T11:11Z [---] followers, [---] engagements


"@TradeCNBC @RubenStuds @DilksJay @Ginkgo @jrkelly I think @jrkelly comes across really well. Wish he bought on the open market opposed to just letting shares vest but the company is certainly going places"  
[X Link](https://x.com/DeepMoatSociety/status/1688646247446413313)  2023-08-07T20:20Z [---] followers, [--] engagements


"Long @BillAckman long $PSH $UMG $GOOG $GOOGL"  
[X Link](https://x.com/DeepMoatSociety/status/1688976442015551495)  2023-08-08T18:12Z [---] followers, [---] engagements


"@CrumbyDustin Would it make sense to consolidate top [--] Hope $BOC is in that 😉"  
[X Link](https://x.com/DeepMoatSociety/status/1690386299583102976)  2023-08-12T15:34Z [---] followers, [---] engagements


"@DurableCreators New name for me Do you have any other software cos in your universe Ideally serial acquirers like $rop or $csu"  
[X Link](https://x.com/DeepMoatSociety/status/1690417686491156480)  2023-08-12T17:39Z [---] followers, [---] engagements


"@castrobeiras Which are your favourites Mine is $BOC $MKL but have also looked at $MBB & $ALBB"  
[X Link](https://x.com/DeepMoatSociety/status/1690424753159352322)  2023-08-12T18:07Z [---] followers, [---] engagements


"@CrumbyDustin Nice picks $CLF has popped up when Ive been looking at stocks. one for my watchlist"  
[X Link](https://x.com/DeepMoatSociety/status/1690462917202726912)  2023-08-12T20:39Z [---] followers, [--] engagements


"@winsteadscap I understand basic maths also Im not down that %. Price action really isnt a way I measure a companies performance. good luck if thats how you pick stocks 🫣"  
[X Link](https://x.com/DeepMoatSociety/status/1694064097472434286)  2023-08-22T19:08Z [---] followers, [--] engagements


"@CCM_Ryan @louwhiteman Your like a dog with a bone 🤨. DFH x10 triggered the bonus which isnt in play for another [--] yrs"  
[X Link](https://x.com/DeepMoatSociety/status/1695145695412416935)  2023-08-25T18:46Z [----] followers, [--] engagements


"@DilksJay @Apple Is $DM your pick Or velo"  
[X Link](https://x.com/DeepMoatSociety/status/1698719038078165135)  2023-09-04T15:25Z [---] followers, [---] engagements


"@AbelAvellan @AST_SpaceMobile Some interesting likes on Linked in $ASTS"  
[X Link](https://x.com/DeepMoatSociety/status/1700938940818063394)  2023-09-10T18:27Z [---] followers, [----] engagements


"Whats the next $TMO or $DHR Hit me up 🤓"  
[X Link](https://x.com/DeepMoatSociety/status/1703433713227370659)  2023-09-17T15:40Z [---] followers, [---] engagements


"@JosephKonii @CatSE___ApeX___ @ATTimpact @Charlene_Lake @AST_SpaceMobile @ATT Based on all your tweets (all of which are about being bearish on one single stock $asts - makes you far worse then sad imo"  
[X Link](https://x.com/DeepMoatSociety/status/1706409781374619764)  2023-09-25T20:46Z [---] followers, [---] engagements


"@Jave_t23 No I thought this was priced in 😅. Happy to add. Not sure UK investors look too much at UK listed tech stocks. give it a year or two"  
[X Link](https://x.com/DeepMoatSociety/status/1706572355210715248)  2023-09-26T07:32Z [---] followers, [--] engagements


"@DesFrontierTech Love to see an updated chart on how far ahead they are of $HON"  
[X Link](https://x.com/DeepMoatSociety/status/1707493237542310146)  2023-09-28T20:31Z [---] followers, [---] engagements


"@_Freeder_ Need more shares before this lifts off"  
[X Link](https://x.com/DeepMoatSociety/status/1707502336308846961)  2023-09-28T21:07Z [---] followers, [---] engagements


"@_Freeder_ I think Ive only not held shares for about [--] weeks since going public 😂. Its either a mega cap or zero and every call its moving further and further away from zero"  
[X Link](https://x.com/DeepMoatSociety/status/1707504632140824893)  2023-09-28T21:16Z [---] followers, [--] engagements


"@JKeynesIonQ @DesFrontierTech Would make sense. Listening to earnings calls since going public management have been flawless so far. Surely Honeywell will have a lot more red tape. I think thatll slow them down a tad"  
[X Link](https://x.com/DeepMoatSociety/status/1707505944207266137)  2023-09-28T21:21Z [---] followers, [--] engagements


"@oracleof90402 Whats the industry 👀 or even better the ticker 😂"  
[X Link](https://x.com/DeepMoatSociety/status/1707626677218456008)  2023-09-29T05:21Z [---] followers, [---] engagements


"@RazorSharpDNA Majority of Space X value comes from Starlink which is more closely aligned to $ASTS"  
[X Link](https://x.com/DeepMoatSociety/status/1742440622131200449)  2024-01-03T06:59Z [---] followers, [---] engagements


"@SpaceX @Starlink If only the Elon fan boys knew this is already being done better by @AST_SpaceMobile $ASTS"  
[X Link](https://x.com/DeepMoatSociety/status/1742449776585580690)  2024-01-03T07:36Z [---] followers, [---] engagements


"@TheodorusAtheos Smaller TAM though no"  
[X Link](https://x.com/DeepMoatSociety/status/1744701402641793146)  2024-01-09T12:43Z [---] followers, [---] engagements


"@abrowninvesting $BOC I think your original take was a little off try again 🤓"  
[X Link](https://x.com/DeepMoatSociety/status/1748989589761503364)  2024-01-21T08:43Z [----] followers, [---] engagements


"@Gubben89 Is the acquisitions route on the menu"  
[X Link](https://x.com/DeepMoatSociety/status/1749015688998473928)  2024-01-21T10:26Z [---] followers, [--] engagements


"@x_times_1 @raz037 Would like an electrification play is too big for my linking prefer smaller caps 🙃"  
[X Link](https://x.com/DeepMoatSociety/status/1749102678330736651)  2024-01-21T16:12Z [---] followers, [--] engagements


"@LeverageAthlete Nice write up. $RKLB are also entering new verticals disurputer for $MDA or enough to go around"  
[X Link](https://x.com/DeepMoatSociety/status/1749119198343676247)  2024-01-21T17:18Z [----] followers, [---] engagements


"@Jayofcar @hypergrowth102 @canadian_value Whats the secret source of the platform I usually steer clear of biotech but do like the look of ABCL"  
[X Link](https://x.com/DeepMoatSociety/status/1749903256052957471)  2024-01-23T21:13Z [---] followers, [--] engagements


"@StocksNewsNow What else do you have out of interest Seem to have similar ideas on good management"  
[X Link](https://x.com/DeepMoatSociety/status/1750222681444618402)  2024-01-24T18:22Z [---] followers, [--] engagements


"@LeverageAthlete Will do. Do you know how they stack up vs competitions"  
[X Link](https://x.com/DeepMoatSociety/status/1750599681703366925)  2024-01-25T19:21Z [---] followers, [--] engagements


"@GeneInvesting Whats $beams timeline for trial results"  
[X Link](https://x.com/DeepMoatSociety/status/1751336618911224011)  2024-01-27T20:09Z [----] followers, [---] engagements


"@GeneInvesting And their MC by [----] 👀"  
[X Link](https://x.com/DeepMoatSociety/status/1751365637132181888)  2024-01-27T22:04Z [---] followers, [--] engagements


"@girdley But when is the IPO 🙃"  
[X Link](https://x.com/anyuser/status/1751399741810684024)  2024-01-28T00:20Z [--] followers, [--] engagements


"Boston Omaha $BOC 📣 Billboards 🛜 Fibre broadband ✈ Plane infrastructure 💰 Insurance 🏢 Asset Management Founder led high margin sectors 70% natural moats amazing capital allocators ($DFH was a x10) high insider ownership every cent being reinvested way under BV"  
[X Link](https://x.com/DeepMoatSociety/status/1754068048774922330)  2024-02-04T09:03Z [---] followers, [----] engagements


"Introducing $NVNI - looking to consolidate quality Saas platforms. the TAM is endless in such an emerging market"  
[X Link](https://x.com/DeepMoatSociety/status/1754117160824177024)  2024-02-04T12:18Z [---] followers, [---] engagements


"After going public via SPAC appears to have been treated harshly so far with DCF illustrating this"  
[X Link](https://x.com/DeepMoatSociety/status/1754118020752916988)  2024-02-04T12:21Z [---] followers, [---] engagements


"@TomSmith839 Anything Swedish if these serial acquirers are to go by $TEQ $ADDV $BETS.B $LAGR $INDU"  
[X Link](https://x.com/DeepMoatSociety/status/1754528201324278264)  2024-02-05T15:31Z [----] followers, [---] engagements


"@TomSmith839 Yeh financial metrics dont screen well when they are in reinvestment overdrive. sum of the parts is a better model"  
[X Link](https://x.com/DeepMoatSociety/status/1754529355730977186)  2024-02-05T15:36Z [---] followers, [--] engagements


"@RagingVentures @investor_shy Top pick for you Ive been in and out of this ticker"  
[X Link](https://x.com/DeepMoatSociety/status/1754932806424129960)  2024-02-06T18:19Z [---] followers, [---] engagements


"@Nick09348805 So do you make out there is quite a clear ceiling for them Or diversification will kick in"  
[X Link](https://x.com/DeepMoatSociety/status/1754933463721877647)  2024-02-06T18:21Z [---] followers, [--] engagements


"@Andercot Ahh and when will it IPO ☹"  
[X Link](https://x.com/DeepMoatSociety/status/1755722316141519234)  2024-02-08T22:36Z [---] followers, [---] engagements


"@LionCubsFund @InvestRoiss Bulk in: $BOC $KFS $PSH $AWE.L then smaller holdings $AST S $TOI.V $LMND tracking $NVNI $SSNT/$QXO - broker doesnt have $TEQ 🥲 - sized risk/conviction accordingly"  
[X Link](https://x.com/DeepMoatSociety/status/1755908722579132629)  2024-02-09T10:57Z [---] followers, [----] engagements


"@CatSE___ApeX___ @AbelAvellan @scottwisniews @CatSE___ApeX___ how strong do you think patents will hold up Interested to hear your thoughts"  
[X Link](https://x.com/DeepMoatSociety/status/1756225772501512678)  2024-02-10T07:57Z [---] followers, [---] engagements


"@MungerValue @always_invest @woodlandcapital Nobodys mentioned $BRK here 🙄 but 10x on $DFH does kinda show great capital allocation or $SKYH or turning a sushi restaurant into what it is today. Just my opinion"  
[X Link](https://x.com/DeepMoatSociety/status/1756383733987291266)  2024-02-10T18:24Z [----] followers, [---] engagements


"@MungerValue @TheLoneWolf58 @always_invest @woodlandcapital @MungerValue very opinionated on a stock you dont invest in 🥴 especially as its quite telling your due diligence appears to have have taken a whopping [--] minutes 😬 (no offence) also has a large following not sure where you get that from 😂"  
[X Link](https://x.com/DeepMoatSociety/status/1756394711718232196)  2024-02-10T19:08Z [---] followers, [--] engagements


"@no_privacy @FirstNetGov @RingoBob4 Big things poppin - Im here for that 🛰 🧇"  
[X Link](https://x.com/DeepMoatSociety/status/1756434076280451423)  2024-02-10T21:44Z [---] followers, [---] engagements


"🧵1/5 Exor led by the Agnelli family is not just an investment giant but a strategic navigator through the complex world of global investments. With key holdings in Fiat Chrysler Ferrari and CNH Industrial Exors portfolio is a testament to its diversified approach and strategic foresight. #Exor $Exor $BN $BRK $MKL"  
[X Link](https://x.com/DeepMoatSociety/status/1756455042838647008)  2024-02-10T23:08Z [---] followers, [---] engagements


"@FinTech56703819 Youve a few options top of my head: $ICE $NDAQ $LSEG $ENX $JPX $HKXCY"  
[X Link](https://x.com/DeepMoatSociety/status/1757534761768169758)  2024-02-13T22:38Z [----] followers, [---] engagements


"@CatSE___ApeX___"  
[X Link](https://x.com/DeepMoatSociety/status/1758568422068134159)  2024-02-16T19:05Z [---] followers, [---] engagements


"Lets get this show on the road 😎 $BOC $BN $MKL $KNSL $PSH $NNI ANNUAL MEETING NEWS Boston Omaha $BOC will hold a virtual annual meeting this year date set for Weds May 1st [----] at 10am Central Time. Further info will be released on the Boston Omaha official website. https://t.co/z7RmKkBfZf https://t.co/8dF7KGvYNu ANNUAL MEETING NEWS Boston Omaha $BOC will hold a virtual annual meeting this year date set for Weds May 1st [----] at 10am Central Time. Further info will be released on the Boston Omaha official website. https://t.co/z7RmKkBfZf https://t.co/8dF7KGvYNu"  
[X Link](https://x.com/DeepMoatSociety/status/1758610521345937687)  2024-02-16T21:53Z [---] followers, [----] engagements


"@RazorSharpDNA @JesterFinance They made 10x on $DFH theyre killing it with $SKYH and thats without even looking at their core sectors - broadband and billboards. Theyre going to be cash flow kings when they let it rip"  
[X Link](https://x.com/DeepMoatSociety/status/1758617654841995746)  2024-02-16T22:21Z [----] followers, [---] engagements


"@Rowan_M_Wood Im not in $DHR - tagged the ticker as Exor are getting into healthcare/medical space. One Id like to dig into though"  
[X Link](https://x.com/DeepMoatSociety/status/1758969469005607006)  2024-02-17T21:39Z [---] followers, [--] engagements


"@investor_daddy @Samuel947117225 Errrr think a few of us have been in $LMND since IPO 😅😂 but I get your point"  
[X Link](https://x.com/DeepMoatSociety/status/1759697548342653365)  2024-02-19T21:52Z [---] followers, [---] engagements


"@KyleWhiteGOAT The premium is because Capital one can become an actual card scheme. Its a completely different ball game they have a seat at the table to compete with $AXP plus discovery looked cheap anyway"  
[X Link](https://x.com/DeepMoatSociety/status/1759841198368239926)  2024-02-20T07:23Z [---] followers, [---] engagements


"@ftr_investors $IONQ - seem to be executing solving big problems"  
[X Link](https://x.com/DeepMoatSociety/status/1759887881709989932)  2024-02-20T10:29Z [---] followers, [---] engagements


"@Jave_t23 $SSNT soon to be $QXO is going to use this playbook with Brad Jacobs at the helm 👌🏼"  
[X Link](https://x.com/DeepMoatSociety/status/1760017517123383339)  2024-02-20T19:04Z [---] followers, [---] engagements


"Nice write up on $BOC 😎 $BN $CSU $PSH $KKR $DFH $SKYH $MKL $BOC - Boston Omaha: The Cash Is Starting To Roll In. https://t.co/W0OWsJZrnQ #stocks #investing #business $BOC - Boston Omaha: The Cash Is Starting To Roll In. https://t.co/W0OWsJZrnQ #stocks #investing #business"  
[X Link](https://x.com/DeepMoatSociety/status/1760309755577336223)  2024-02-21T14:25Z [----] followers, [----] engagements


"@HiddenValueGems Nah you cant buy heritage"  
[X Link](https://x.com/DeepMoatSociety/status/1761869217756803147)  2024-02-25T21:42Z [---] followers, [---] engagements


"@freedbyfinance @grant_stanish If youre buying a new home and it has fibre youre not going to starlink. Dilution has occurred if it meant hurdle rates were surpassed and long term value created. Revenue growth per share is 👌🏼🤫 its not the most straight forward name but its certainly executing"  
[X Link](https://x.com/DeepMoatSociety/status/1761876708624359535)  2024-02-25T22:11Z [---] followers, [--] engagements


"@JRyanThomp @FCC @TMobile @CatSE___ApeX___"  
[X Link](https://x.com/DeepMoatSociety/status/1762521201526579298)  2024-02-27T16:52Z [---] followers, [--] engagements


"@man26uel Long $IONQ"  
[X Link](https://x.com/DeepMoatSociety/status/1762542296233361826)  2024-02-27T18:16Z [---] followers, [---] engagements


"@FedexSTi Wish I dug into them [--] yr earlier 😅"  
[X Link](https://x.com/DeepMoatSociety/status/1763521749411312020)  2024-03-01T11:08Z [---] followers, [---] engagements


"@FedexSTi Only needs to double for that 😅 but yeh it feels with buy backs and dividends one day itll still work out"  
[X Link](https://x.com/DeepMoatSociety/status/1763532291014283709)  2024-03-01T11:50Z [---] followers, [---] engagements


"@WorkyJ @s8mb Muppet Less diversification and false UK valuations"  
[X Link](https://x.com/DeepMoatSociety/status/1763884428424605899)  2024-03-02T11:09Z [---] followers, [---] engagements


"Nice find by @LDiscernment $NU $SOFI $NU David Velez explains that Nubank intends to become LATAMs biggest financial services company and then move beyond Latin America into other markets. From TechCrunchs Equity podcast. https://t.co/BpJGr7wHw3 $NU David Velez explains that Nubank intends to become LATAMs biggest financial services company and then move beyond Latin America into other markets. From TechCrunchs Equity podcast. https://t.co/BpJGr7wHw3"  
[X Link](https://x.com/DeepMoatSociety/status/1764330396777320855)  2024-03-03T16:42Z [---] followers, [---] engagements


"@DeSean_is_the_1 @RollsRoyce Whats the thesis here Turnaround play Or their mini nuclear plants"  
[X Link](https://x.com/DeepMoatSociety/status/1764537114299945350)  2024-03-04T06:23Z [---] followers, [--] engagements


"@Rocket_Lab_Pleb @RocketLab And the other 4"  
[X Link](https://x.com/DeepMoatSociety/status/1764933399263768620)  2024-03-05T08:38Z [---] followers, [---] engagements


"@DeSean_is_the_1 @RollsRoyce Still working out the thesis and mainly this"  
[X Link](https://x.com/DeepMoatSociety/status/1765143770192814193)  2024-03-05T22:34Z [---] followers, [---] engagements


"@LDiscernment Not that much it fluctuates but 25-30% of BOCs share price is SKYH. With BOC you get the capital allocators who spotted $DFH and made a 10x - along with fibre and billboards"  
[X Link](https://x.com/DeepMoatSociety/status/1765447351852826805)  2024-03-06T18:40Z [----] followers, [---] engagements


"Nice thoughts on $SKYH by @olensrud Long $BOC $MKL $PSH $BRK $BN $FFH.TO Having researched $BOC the last weeks made me curious diving into SkyHarbour group as well🛩⛺ Will be interesting to see the FY update. Initial thoughts: huge growth ahead operating leverage "proven" cashflow positive [----] priced at 20-40x [--] cashflows (big if) napkin notes https://t.co/icJAlOUSWv Having researched $BOC the last weeks made me curious diving into SkyHarbour group as well🛩⛺ Will be interesting to see the FY update. Initial thoughts: huge growth ahead operating leverage "proven" cashflow positive 2024"  
[X Link](https://x.com/DeepMoatSociety/status/1766225209856508400)  2024-03-08T22:11Z [---] followers, [----] engagements


"Great spot @alexbossert 🤝 $SKYH Long $BOC I enjoyed this interview with my friend Tal Keinan at Sky Harbour $SKYH which is a wonderful business that Boston Omaha $BOC has an investment in. https://t.co/nYdq802YVU A few highlights: - They are only seeking airports where they can do double digit yield on cost. - No I enjoyed this interview with my friend Tal Keinan at Sky Harbour $SKYH which is a wonderful business that Boston Omaha $BOC has an investment in. https://t.co/nYdq802YVU A few highlights: - They are only seeking airports where they can do double digit yield on cost. - No"  
[X Link](https://x.com/DeepMoatSociety/status/1766910510442659961)  2024-03-10T19:34Z [----] followers, [---] engagements


"@ParthenosCap A surety bond platform + fibre knowledge + BEAD funding = a pretty unique and compelling opportunity. But with billboards and $SKYH theyre assets with high margins spitting off cash flow to re invest and make the snowball bigger"  
[X Link](https://x.com/DeepMoatSociety/status/1767245149241839788)  2024-03-11T17:44Z [---] followers, [--] engagements


"@FedexSTi Any thoughts on $INTR"  
[X Link](https://x.com/DeepMoatSociety/status/1767246139953230190)  2024-03-11T17:48Z [---] followers, [---] engagements


"$NU deepening their moat. using AI to create efficiencies widening the gap between legacy players and themselves. 🚀 Nubank leading the revolution in LATAM with 90M+ customers 🌍 Expanding across Brazil Mexico & Colombia 💡 AI-driven risk assessments support sustainable growth & tackle high delinquency rates 🏦 Digital-first strategy outperforms traditional banks with user-friendly app & a customer first approach 🤖 Lean operations prioritizes a large digital customer base typical physical branches $NU $MELI $DLO $NVNI How $NU was an early adoptor of AI and how it uses it today. 👇"  
[X Link](https://x.com/DeepMoatSociety/status/1767679552686371108)  2024-03-12T22:30Z [---] followers, [---] engagements


"@ftr_investors $BSY is privately held 👀"  
[X Link](https://x.com/DeepMoatSociety/status/1768186007290032542)  2024-03-14T08:02Z [----] followers, [---] engagements


"@nanalyzetweets Agreed If thats the case the ultimate cash flow machine is/should be $ASTS"  
[X Link](https://x.com/DeepMoatSociety/status/1768362648163225755)  2024-03-14T19:44Z [---] followers, [---] engagements


"@LionCubsFund You may like $KFS - warranty biz feeding the fly wheel of acquisitions which are led by KFS high flyers to take the businesses to the next level. $DHR principles applied"  
[X Link](https://x.com/DeepMoatSociety/status/1768593233221722405)  2024-03-15T11:01Z [---] followers, [---] engagements


"@davey_juice $NU 😍"  
[X Link](https://x.com/DeepMoatSociety/status/1769441755307385180)  2024-03-17T19:12Z [---] followers, [--] engagements


"Strong brand legacies like those of $RACE $LVMH and $RMS are formidable moats in the market. These iconic brands boast high return on invested capital (ROIC) significant margins and enduring brand equity all underpinned by a rich generational legacy"  
[X Link](https://x.com/DeepMoatSociety/status/1769461389444239832)  2024-03-17T20:30Z [---] followers, [----] engagements


"Now what happens when one of these evergreen assets loses their way The curious case of Aston Martin $AML.L - the ultimate turnaround or destined for the scrap heap"  
[X Link](https://x.com/DeepMoatSociety/status/1769461698946121863)  2024-03-17T20:31Z [---] followers, [---] engagements


"Aston Martin appears to be turning the bend on their woes under Lawerence Stroll whos approach seems logical and considered: - Revitalising all model ranges 🚘 - Leveraging the global appeal of F1 to attract a wider audience 🏁 - Lean into hyper personalisation to boost margins 💸 - Regular cadence of exclusive specials such as Valkyrie to boost the companies overall margin profiles 🤌🏼 - Expand new showroom formats into NY key European cities and APAC to spread customer concentration 🌎"  
[X Link](https://x.com/DeepMoatSociety/status/1769462608250184183)  2024-03-17T20:35Z [---] followers, [---] engagements


"🚩 Aston Martin is still hampered by a significant debt pile 1bn 🚩 Several CEOs have come and gone in quick succession 🚩 To hit their stride a clean execution with little margin for error is needed to get back on track"  
[X Link](https://x.com/DeepMoatSociety/status/1769462861686845843)  2024-03-17T20:36Z [---] followers, [---] engagements


"Here was their latest earnings 👇🏼 🚗 Aston Martin sees 18% revenue growth in [----] driven by higher volumes & record average selling prices (ASPs) 📈 Gross margin jumps 650bps to 39.1% thanks to portfolio transformation efforts 💰 Adjusted EBITDA up 61% with a significant margin improvement of 490bps to 18.7% 🎉 Q4 shows record performance in gross margin & adjusted EBITDA 📉 Despite a strong year Q4 wholesale volumes dipped 6% YoY 💪 Net leverage ratio improves to 2.7x showing disciplined strategic delivery & ongoing deleveraging 🏎 New DB12 launch in [----] enhances Aston Martin's"  
[X Link](https://x.com/DeepMoatSociety/status/1769463246799409273)  2024-03-17T20:38Z [---] followers, [---] engagements


"Spotted this from @sytaylor - just shows the leverage fintechs have. looking at you $NU & your average Rev per Employee 🤌🏼 $SOFI $SQ $UPST $ML $AFRM"  
[X Link](https://x.com/DeepMoatSociety/status/1769486042904580121)  2024-03-17T22:08Z [----] followers, [---] engagements


"Too richly priced right now but one Im tracking closely $SSNT $QXO Team Brad Jacobs - will be long at some point Id imagine. $XPO $GXO $RXO $WM"  
[X Link](https://x.com/DeepMoatSociety/status/1769488757839859782)  2024-03-17T22:19Z [----] followers, [----] engagements


"@LDiscernment I heard a lot of other US house builders are executing the capital light option strategy including $DHI - I heard 75% of builds are from option maybe itll take time to work into the ROE numbers"  
[X Link](https://x.com/DeepMoatSociety/status/1769740458069024818)  2024-03-18T14:59Z [---] followers, [---] engagements


"@cyberprince_rwo Any ideas or thoughts on what type of space systems will they pursue I feel broadband is covered by $ASTS. Perhaps solar"  
[X Link](https://x.com/DeepMoatSociety/status/1769851259995984001)  2024-03-18T22:19Z [---] followers, [---] engagements


"@derekquick1 @acce Didnt realise he was the CEO of intuit 😅"  
[X Link](https://x.com/DeepMoatSociety/status/1770533859534204974)  2024-03-20T19:32Z [---] followers, [----] engagements


"@girdley When do you want to be aligned with public shareholders 👀 *cough* IPO or let $BOC take a stake 😘"  
[X Link](https://x.com/DeepMoatSociety/status/1771613778095841424)  2024-03-23T19:03Z [---] followers, [---] engagements


"Some fund managers were playing checkers when Renaissance Technology was playing chess ♟ The Medallion fund would have turned $100 invested in [----] would have grown to $398723873. If they accepted your capital of course. Anybody good at maths to replicate their model 😅👀 🐐 $BRK $BN $PSH $KKR $EXOR"  
[X Link](https://x.com/DeepMoatSociety/status/1771975056891002949)  2024-03-24T18:59Z [---] followers, [---] engagements


"Pretty much the $KFS playbook. It helps when a former $DHR CEO is on the board 🫡 $TOI.V $CSU $TMO $SDI.L $JDG.L Danaher's acquisition criteria: - Understandable - Predictable - Cash earnings - Niche market - Good management "Particularly important is that the profits be cash profits. When profits are in some other form funny things can happen most of which are not good." https://t.co/5wrKOXhVAE Danaher's acquisition criteria: - Understandable - Predictable - Cash earnings - Niche market - Good management "Particularly important is that the profits be cash profits. When profits are in some"  
[X Link](https://x.com/DeepMoatSociety/status/1771986995037794315)  2024-03-24T19:46Z [---] followers, [----] engagements


"@Gains_on_Gains No very true active trading with thousands of transactions positions being in place for a day or so on average"  
[X Link](https://x.com/DeepMoatSociety/status/1772142680908214608)  2024-03-25T06:05Z [---] followers, [--] engagements


"$SKYH earnings are out 🛩 $BOC https://www.sec.gov/ixdoc=/Archives/edgar/data/0001823587/000143774924009585/ysac20231231_10k.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/0001823587/000143774924009585/ysac20231231_10k.htm"  
[X Link](https://x.com/DeepMoatSociety/status/1773079946585415795)  2024-03-27T20:09Z [----] followers, [----] engagements


"@Ancrath_WB Yes because they werent able to hold onto it back then"  
[X Link](https://x.com/DeepMoatSociety/status/1773088715167977600)  2024-03-27T20:44Z [----] followers, [---] engagements


"Its a fancy UI on top of a patch work of other fintechs plumbing - like $sofis galileo - I feel if $IBKR polished their UI and went a bit nuts on customer acquisition - theyd be in a stronger position. I wish $HOOD built it in house. No banking license means they have to split the IC with a 3rd party"  
[X Link](https://x.com/DeepMoatSociety/status/1773109858297897362)  2024-03-27T22:08Z [----] followers, [---] engagements


"@MMMTwealth Vs $hood Id say fintech - they own the stack AND have the banking licenses to flex in whichever direction they choose"  
[X Link](https://x.com/DeepMoatSociety/status/1773782453431222632)  2024-03-29T18:41Z [---] followers, [---] engagements


"@stonkmetal Take a look at $KFS - using their warranty businesses to fund their $DHR strategy also joining the VMS fam 😉"  
[X Link](https://x.com/DeepMoatSociety/status/1774105652094288211)  2024-03-30T16:05Z [----] followers, [---] engagements


"Waiting for $QXO to start trading CC $SSNT - when the price is right Ill be backing the Jockey Mr Brad Jacobs 🐐 $XPO $GXO $RXO $WM"  
[X Link](https://x.com/DeepMoatSociety/status/1774176253848719371)  2024-03-30T20:45Z [----] followers, [----] engagements


"@ftr_investors Yeh then Quantum computing arrives 😅$IONQ"  
[X Link](https://x.com/DeepMoatSociety/status/1774353334616444983)  2024-03-31T08:29Z [---] followers, [---] engagements


"@InversorGrunion Do Negarro have a moat vs Accenture"  
[X Link](https://x.com/DeepMoatSociety/status/1774496439499997550)  2024-03-31T17:58Z [---] followers, [---] engagements


"$VINP 🤝 Compass looks to be a good fit. A baby latam $BN in the making 👀 $KKR $BN $APO $ARES $BX"  
[X Link](https://x.com/DeepMoatSociety/status/1774525196000440342)  2024-03-31T19:52Z [----] followers, [----] engagements


"Stocks I want to dive deeper on: $DNP.WA 🦖 $SDI.L 🩻 $CLBT 🚔 $PCYO 💦 $NA.9 👨🏼💻 $VLX.L ⚡ $TMDX 🚑 Thoughts or adds 🔍"  
[X Link](https://x.com/DeepMoatSociety/status/1774528931666031092)  2024-03-31T20:07Z [---] followers, [--] engagements


"@LionCubsFund Yeh Ill go with $NU too. He quite likes a fintech"  
[X Link](https://x.com/DeepMoatSociety/status/1774534368326803834)  2024-03-31T20:28Z [---] followers, [---] engagements


"@TomSmith839 Do you have a preference between Vinci and Patria"  
[X Link](https://x.com/DeepMoatSociety/status/1774544999809425825)  2024-03-31T21:11Z [----] followers, [---] engagements


"@TomSmith839 Okay payments is something I know. the Q I put on every dlo thread how many acquiring licences do they own vs partners/BIN sponsors Its quite niche and not seen it on any materials"  
[X Link](https://x.com/DeepMoatSociety/status/1774554704585916565)  2024-03-31T21:49Z [---] followers, [---] engagements


"@valueventurez Ok hard one $JOE be $HHH"  
[X Link](https://x.com/DeepMoatSociety/status/1774603708082307313)  2024-04-01T01:04Z [---] followers, [---] engagements


"@RocketPeen Simply Wall Street - just nice to rule ideas in or out quickly before I look deeper"  
[X Link](https://x.com/DeepMoatSociety/status/1774605158120411225)  2024-04-01T01:10Z [---] followers, [--] engagements


"$HHH just Howard Hughes-ing 👏🏼 $PSH.L $HHH $JOE The Ritz Carlton Residences has reported record breaking sales of over $250M in opening week. The first Ritz Carlton branded standalone condominiums for sale in Texas; 111unit development sits on Lake Woodlands spanning roughly [--] acres across. $HHH https://t.co/TRBJsVXDJ9 The Ritz Carlton Residences has reported record breaking sales of over $250M in opening week. The first Ritz Carlton branded standalone condominiums for sale in Texas; 111unit development sits on Lake Woodlands spanning roughly [--] acres across. $HHH https://t.co/TRBJsVXDJ9"  
[X Link](https://x.com/DeepMoatSociety/status/1775493022165217487)  2024-04-03T11:58Z [---] followers, [---] engagements


"Buying $HHH at these prices is below @BillAckman cost basis if anybody knows the true value its Uncle Bill. $JOE $PSH.L $BN $UMG Multi decade value creation"  
[X Link](https://x.com/DeepMoatSociety/status/1775633691693264905)  2024-04-03T21:17Z [---] followers, [----] engagements


"@DepaolaSal @FirstNet @AST_SpaceMobile Well this is surely classed as a ramp up $ASTS 🫡 there were signs"  
[X Link](https://x.com/DeepMoatSociety/status/1776125606792442089)  2024-04-05T05:51Z [---] followers, [---] engagements


"@ragingbullcap and thats back in [----] a lot of progress has been made since. as the developments mature prices increase (especially if you control supply 😅) https://youtu.be/sbA19eS4SAgsi=F7UvPAiLgPEyaBor https://youtu.be/sbA19eS4SAgsi=F7UvPAiLgPEyaBor"  
[X Link](https://x.com/DeepMoatSociety/status/1776325452295991749)  2024-04-05T19:06Z [---] followers, [---] engagements


"When youre invested in a stock and realise youre in good company @GreenhavenRoad 🤝 $KFS Kingsway Financial - a baby $DHR in the making $CLBT $KKR $BUR $PAR $HGTY $MKTW"  
[X Link](https://x.com/DeepMoatSociety/status/1776644498962923942)  2024-04-06T16:13Z [----] followers, [----] engagements


"Mr Market will catch up one day $BOC $NNI $MKL $BRK $BN Boston Omaha $BOC has significantly more fiber passes than people realize. Bossert Capital contacted the FCC and we have been able to determine how many fiber passes Boston Omaha has. As of June 30th [----] Boston Omaha had [-----] fiber passings. I believe this is significantly Boston Omaha $BOC has significantly more fiber passes than people realize. Bossert Capital contacted the FCC and we have been able to determine how many fiber passes Boston Omaha has. As of June 30th [----] Boston Omaha had [-----] fiber passings. I believe this is"  
[X Link](https://x.com/DeepMoatSociety/status/1776701995971186865)  2024-04-06T20:02Z [----] followers, [----] engagements


"Theyre using the $DHR acquisition playbook their warranty business is funding 3-4 acquisitions a year. Recently setup a VMS division healthcare and business processes. High margin recurring low customer concentration - buying at low multiples mom & pops businesses who are due to retire"  
[X Link](https://x.com/DeepMoatSociety/status/1776858845962277041)  2024-04-07T06:25Z [----] followers, [---] engagements


"@analogcap @bizalmanac Yes and they sacrificed a lot till this point. if you dont like it dont invest. The fact they pick gems like $DFH and what $SKYH is turning into then you have to pay for talent"  
[X Link](https://x.com/DeepMoatSociety/status/1776987836350156958)  2024-04-07T14:58Z [----] followers, [---] engagements


"Some take a cursory glance at $BOC and jump to uninformed conclusions others know the business in great detail they put the work in watched the thesis play out over several years. Long $BOC $BN $MKL $NNI $BRK $EXOR $BN $PSH"  
[X Link](https://x.com/DeepMoatSociety/status/1777019892253753413)  2024-04-07T17:05Z [----] followers, [----] engagements


"@SceneInTO @alexbossert Errr $SKYH is going to be a beast. Fibre billboards and $SKYH are going to be cash flow machines These cash flows will be reinvested into other high margin businesses. Its a beautiful thing"  
[X Link](https://x.com/DeepMoatSociety/status/1777066043225014376)  2024-04-07T20:08Z [---] followers, [---] engagements


"$HHH long uncle @BillAckman $PSH $GOOGL $UMG $CMG $JOE Pershing Square on Howard Hughes $HHH: "HHH is in the early stages of its decades-long value creation opportunity and we expect the company to become substantially more free-cash-flow generative in the coming years" (Extract from their Q4 letter) https://t.co/xnP0QKnX0h Pershing Square on Howard Hughes $HHH: "HHH is in the early stages of its decades-long value creation opportunity and we expect the company to become substantially more free-cash-flow generative in the coming years" (Extract from their Q4 letter) https://t.co/xnP0QKnX0h"  
[X Link](https://x.com/DeepMoatSociety/status/1777440652734668943)  2024-04-08T20:57Z [---] followers, [----] engagements


"@ak416_ak @stonkmetal I was referring to the $DHR acquisition playbook.which they reference numerous times 🤓"  
[X Link](https://x.com/DeepMoatSociety/status/1777565006822842490)  2024-04-09T05:11Z [----] followers, [---] engagements


"@ak416_ak @stonkmetal I like serial acquirers as does @chriswmayer - they can create a lot of value bringing private cos with low multiples public and compounding them. Unless you dont think $CSU or $DHR have created shareholder value"  
[X Link](https://x.com/DeepMoatSociety/status/1777773381552591017)  2024-04-09T18:59Z [----] followers, [---] engagements


"Degenerates going mad for $DXYZ when they could go for $SMT.L which is below NAV includes Space X Stripe Databricks & northvolt Could add a bit of spice to my boring Holdcos and serial acquirers 😅 CC @BaillieGifford some free publicity 😘 $TSLA $RXRX $DNA $SNOW $SHOP $JOBY $ASML $NVDA"  
[X Link](https://x.com/DeepMoatSociety/status/1777778821711716404)  2024-04-09T19:21Z [----] followers, [----] engagements


"Youre taking a lot of points very literally. Pretty sure theyre tackling [--] business segments Im also aware of the differences. The way they create value is the same in many ways. Also KFS state themselves theyre using the $DHR acquisition playbook. as in the steps they take to acquire businesses 🙃Google it"  
[X Link](https://x.com/DeepMoatSociety/status/1777790315073561016)  2024-04-09T20:06Z [----] followers, [--] engagements


"@ftr_investors 😬 Degenerates going mad for $DXYZ when they could go for $SMT.L which is below NAV includes Space X Stripe Databricks & northvolt Could add a bit of spice to my boring Holdcos and serial acquirers 😅 CC @BaillieGifford some free publicity 😘 $TSLA $RXRX $DNA $SNOW $SHOP https://t.co/AvHIsys5Xa Degenerates going mad for $DXYZ when they could go for $SMT.L which is below NAV includes Space X Stripe Databricks & northvolt Could add a bit of spice to my boring Holdcos and serial acquirers 😅 CC @BaillieGifford some free publicity 😘 $TSLA $RXRX $DNA $SNOW $SHOP"  
[X Link](https://x.com/DeepMoatSociety/status/1778032635249299459)  2024-04-10T12:09Z [---] followers, [---] engagements


"When Mr Market throws a tantrum but the business is just as high quality today as it was yesterday. we buy $HHH $PSH.L $JOE $PCYO $BN Buying more land here. Inflation a little high so housing going to zero Total joke but best opportunities are when you want to puke and hide under your desk. $JOE $HHH Buying more land here. Inflation a little high so housing going to zero Total joke but best opportunities are when you want to puke and hide under your desk. $JOE $HHH"  
[X Link](https://x.com/DeepMoatSociety/status/1778176556336026002)  2024-04-10T21:41Z [---] followers, [----] engagements


"@JosMiguel71 Cheap Some interesting names $SDI is undervalued but does it have a bright future Will have to see how management get on"  
[X Link](https://x.com/DeepMoatSociety/status/1779052522549674009)  2024-04-13T07:42Z [----] followers, [---] engagements


"@mukund Getting bought out by $CRM"  
[X Link](https://x.com/DeepMoatSociety/status/1779172082237993318)  2024-04-13T15:37Z [---] followers, [---] engagements


"$NOVT is a new serial acquirer name for me on first glance - great tailwinds with exposure to precision medicine and semis but the valuation is a tough one to swallow at [--] p/e 😬 $DHR $TMO $JDG.L $VLTO $SDI.L $ROP"  
[X Link](https://x.com/DeepMoatSociety/status/1779455932834910667)  2024-04-14T10:25Z [----] followers, [----] engagements


"Chuck Akre what a man 😎 $MA $CSU $MCO $KKR $ROP $V $BN Akre Capital: Top Ten Holdings https://t.co/w0U2rlfJ38 Akre Capital: Top Ten Holdings https://t.co/w0U2rlfJ38"  
[X Link](https://x.com/DeepMoatSociety/status/1779784229779378628)  2024-04-15T08:10Z [----] followers, [----] engagements


"@FedexSTi Thoughts on this $NU expanding its offering to telco services 📱📶 Nubank has been approved by Brazil's National Telcom Agency to create its own virtual network operator (MVNO). NU will utilise the network infrastructure of Claro $T $VOD.L $MELI $VINP $NU expanding its offering to telco services 📱📶 Nubank has been approved by Brazil's National Telcom Agency to create its own virtual network operator (MVNO). NU will utilise the network infrastructure of Claro $T $VOD.L $MELI $VINP"  
[X Link](https://x.com/DeepMoatSociety/status/1779923012814278744)  2024-04-15T17:21Z [---] followers, [---] engagements


"@FedexSTi I thought as much too"  
[X Link](https://x.com/DeepMoatSociety/status/1779925699765186994)  2024-04-15T17:32Z [---] followers, [---] engagements


"Top tier DD on $HHH $PSH $JOE $SRG For anyone interested in knowing more about Howard Hughes Holdings $HHH I've posted my write up on the company. This is not investment advice. https://t.co/a7b9FJclsp For anyone interested in knowing more about Howard Hughes Holdings $HHH I've posted my write up on the company. This is not investment advice. https://t.co/a7b9FJclsp"  
[X Link](https://x.com/DeepMoatSociety/status/1779943757062017234)  2024-04-15T18:43Z [---] followers, [----] engagements


"@freedbyfinance Its a very different beast today. The warranty business profits are being allocated to a search fund program - high operating margin asset light businesses using the $DHR purchasing playbook with ex DHR ceo on the board too"  
[X Link](https://x.com/DeepMoatSociety/status/1780671062784532990)  2024-04-17T18:53Z [----] followers, [---] engagements


"@SumetraCapital Thanks What are your top picks"  
[X Link](https://x.com/DeepMoatSociety/status/1780671158855061922)  2024-04-17T18:54Z [----] followers, [---] engagements


"My go to investors: Scott Miller Chuck Akre Joseph Shaposhnik @BillAckman @chriswmayer 🐐 $PAR $PSH.L $KFS $CSU $KKR $UMG https://t.co/tMWMS8eyYz Mr. Market sure does not care $PAR https://t.co/tMWMS8eyYz Mr. Market sure does not care $PAR"  
[X Link](https://x.com/DeepMoatSociety/status/1780678269039256050)  2024-04-17T19:22Z [----] followers, [----] engagements


"@BryanSmithRISI No thats the portfolio I hold $NU as well in my kids account and a handful of shares in $NOVT $SSNT $QXO and $NVNI to track. Always tempted by $BN but no position today"  
[X Link](https://x.com/DeepMoatSociety/status/1780686993644728569)  2024-04-17T19:57Z [---] followers, [---] engagements


"@SuperMarius19 Nice adds Abb only goes up 😅 I keep looking at it great company and great tailwinds Also been in $KKR before 👏🏼"  
[X Link](https://x.com/DeepMoatSociety/status/1781289833190641846)  2024-04-19T11:52Z [----] followers, [---] engagements


"$VINP Earning season is back 😎📈 $VINP $PAX $BX $KKR $BN $APO"  
[X Link](https://x.com/DeepMoatSociety/status/1781384612863963364)  2024-04-19T18:09Z [----] followers, [---] engagements


"We cant be far off the Boston Omaha annual letter now $BOC Disclosure long 45% of portfolio long. $NNI $MKL $FFH.TO $BRK $EXO.AS When someone says Boston Omaha is expensive at $15 and they are waiting for single digits $BOC https://t.co/qLJYKxVYaF When someone says Boston Omaha is expensive at $15 and they are waiting for single digits $BOC https://t.co/qLJYKxVYaF"  
[X Link](https://x.com/DeepMoatSociety/status/1781391897191153923)  2024-04-19T18:38Z [----] followers, [----] engagements


"Your weekend research should start here Boston Omaha $BOC @mitchjensen_ has done the hard work for you 🫡 $BRK $NNI $IAC $MKL $HHH Collected all the interviews from $BOC Boston Omaha's Managers I could find. Add in others that I may have missed. https://t.co/yNL5FINT8k Collected all the interviews from $BOC Boston Omaha's Managers I could find. Add in others that I may have missed. https://t.co/yNL5FINT8k"  
[X Link](https://x.com/DeepMoatSociety/status/1781393622891368956)  2024-04-19T18:45Z [----] followers, [----] engagements


"For me FCF will be king long term as the capital allocation will drive future revenue profits and of course FCF $BRK $GOOG $BAM $ASML On portfolio "diversification" and what drives stocks - If all stocks in your portfolio decline on the same day that does *not* mean your portfolio is *not* diversified. Similarly if all the companies in your portfolio are growing rapidly yet they operate in different https://t.co/J2nVD3Zg2R On portfolio "diversification" and what drives stocks - If all stocks in your portfolio decline on the same day that does *not* mean your portfolio is *not* diversified."  
[X Link](https://x.com/DeepMoatSociety/status/1781583613013688563)  2024-04-20T07:20Z [----] followers, [---] engagements


"Watchlist stocks 🔍 which names are on your list $ABL - Abacus 🧮 $NOVT - Novanta 🦾 $GBTG - Global Business Travel ✈ $VLTO - Veralto 💦 $BKHT - Brockhaus Technologies 💻 $STCK - Stack Capital Group 💸 $LMB - Limbach 👷 $HTL - Hamilton Lane 🍼"  
[X Link](https://x.com/DeepMoatSociety/status/1781608872026739195)  2024-04-20T09:00Z [----] followers, [----] engagements


"@HIgasta I was listening to their earnings call this week I should have added that too 👏🏼"  
[X Link](https://x.com/DeepMoatSociety/status/1781751705735938447)  2024-04-20T18:28Z [----] followers, [--] engagements


"@thekookreport Little off topic @CatSE___ApeX___ 👀"  
[X Link](https://x.com/DeepMoatSociety/status/1783359720864034837)  2024-04-25T04:57Z [----] followers, 11.8K engagements


"@always_invest Was looking at Rubrik IPO and was just about to see how they were doing 😂"  
[X Link](https://x.com/DeepMoatSociety/status/1783768508775428099)  2024-04-26T08:02Z [----] followers, [---] engagements


"@always_invest Thats crazy UK markets getting propped up by a mr whippy 😅"  
[X Link](https://x.com/DeepMoatSociety/status/1783770987768508654)  2024-04-26T08:11Z [----] followers, [--] engagements


"Im not here for the now Im here for tomorrow - Neutron and constellations generating saas like margins $RKLB $PL $NOC $RDW $SPIR $STCK.TO $RKLB People dont realize it yet but the SDA PWSA work is the most important stepping stone for building space applications. Why (besides $ value) SDA is going to indirectly pay Rocket Lab to build and maintain constellation class satellite production capabilities of the $RKLB People dont realize it yet but the SDA PWSA work is the most important stepping stone for building space applications. Why (besides $ value) SDA is going to indirectly pay Rocket Lab"  
[X Link](https://x.com/DeepMoatSociety/status/1784538553042579615)  2024-04-28T11:02Z [----] followers, [----] engagements


"Class is in session 🤓 - excited to listen to this one $DHR $KFS $VLTO Our @artofinvest teacher today is Mitch Rales one of the most iconic business builders and philanthropists of our time. Having cofounded @DanaherCorp [--] years ago alongside his brother and best friend Steve the Rales boys have strung together a track record of compounding that https://t.co/d05NnRJoH4 Our @artofinvest teacher today is Mitch Rales one of the most iconic business builders and philanthropists of our time. Having cofounded @DanaherCorp [--] years ago alongside his brother and best friend Steve the Rales boys have"  
[X Link](https://x.com/DeepMoatSociety/status/1785042764582760456)  2024-04-29T20:25Z [----] followers, [----] engagements


"$KFS annual letter 55% insider ownership tax advantage total alignment internally [--] yr out look and executing nicely $SDI.L $TEQ $CSU $TOI.V $DHR $NNI @DeepMoatSociety pretty excellent read. https://t.co/UaHgBz4ZUn @DeepMoatSociety pretty excellent read. https://t.co/UaHgBz4ZUn"  
[X Link](https://x.com/DeepMoatSociety/status/1785919101749068268)  2024-05-02T06:27Z [----] followers, [----] engagements


"@SoundVision16 @cardiocapital Correct but if you listen to the recent Mitch Rales podcast -Joyce was very highly regarded and a huge influence on DHR"  
[X Link](https://x.com/DeepMoatSociety/status/1785994674781450406)  2024-05-02T11:28Z [----] followers, [---] engagements


"@louwhiteman Look forward to seeing $SSNT $QXO"  
[X Link](https://x.com/DeepMoatSociety/status/1786713464578208110)  2024-05-04T11:04Z [----] followers, [---] engagements


"@Infant_Investor $KFS $BOC $TOI.V $VINP $EXO.AS $HHH but I could be biased 😎"  
[X Link](https://x.com/DeepMoatSociety/status/1786827127603466665)  2024-05-04T18:35Z [----] followers, [----] engagements


"$KFS earnings - 20th May 🍿 $BOC $NNI $MKL $PSH.L $EXO.AS https://www.linkedin.com/posts/kingsway-financial-services-inc%2E_investor-day-kingsway-financial-services-activity-7193318042334871553-bZjFutm_source=share&utm_medium=member_ios https://www.linkedin.com/posts/kingsway-financial-services-inc%2E_investor-day-kingsway-financial-services-activity-7193318042334871553-bZjFutm_source=share&utm_medium=member_ios"  
[X Link](https://x.com/DeepMoatSociety/status/1787597021546783134)  2024-05-06T21:35Z [----] followers, [----] engagements


"$VINP are going for the latam land grab next stop more bolt ons to increase scale and cross selling. $KKR $PAX $BN $ARES $APO"  
[X Link](https://x.com/DeepMoatSociety/status/1789261921591468275)  2024-05-11T11:50Z [----] followers, [----] engagements


"$HHH trades at a significant discount @BillAckman holds a large stake and @HowardHughesCo benefits from land price appreciation more so as developments grow - then throw a nice CAGR of NOI on top 😎 P.s. Happy Birthday @BillAckman 👋🏼 $JOE $PSH.L"  
[X Link](https://x.com/DeepMoatSociety/status/1789282372132753486)  2024-05-11T13:12Z [----] followers, [----] engagements


"@At50w50882 Its snippets which come together to make the picture - hes on $NNI board (clearly a respected opinion) capital allocation $SKYH $DFH - with Adam on the board of SKYH Ill give him the points for that. Then Ive various personal accounts/references"  
[X Link](https://x.com/DeepMoatSociety/status/1790285376000606305)  2024-05-14T07:37Z [----] followers, [---] engagements


"@Invesquotes Tickers $KFS has Joyce on the advisory board"  
[X Link](https://x.com/DeepMoatSociety/status/1790811544801948013)  2024-05-15T18:28Z [----] followers, [----] engagements


"$ASTS 🤝 $T 🤠 https://t.co/z2HG2bULXY https://t.co/z2HG2bULXY"  
[X Link](https://x.com/DeepMoatSociety/status/1790854666047123522)  2024-05-15T21:19Z [----] followers, [----] engagements


"@CatSE___ApeX___ 👀 $GME $AMC"  
[X Link](https://x.com/DeepMoatSociety/status/1790862475396518020)  2024-05-15T21:51Z [----] followers, [---] engagements


"@DeepSailCapital @lebron_ex No offering this year confirmed on the call 🍿"  
[X Link](https://x.com/DeepMoatSociety/status/1790865405277598067)  2024-05-15T22:02Z [----] followers, [---] engagements


"@LuoshengPeng Nice adds are Chris Sambar of $T joining the board and FYI short interest is 28% 🍿😎"  
[X Link](https://x.com/DeepMoatSociety/status/1790866587207008457)  2024-05-15T22:07Z [----] followers, [---] engagements


"With each and every pay cheque management buy more $KFS $BOC $PSH $EXO $VINP $TOI.V $HHH I get these $KFS insider buy emails like once a week. Nice to see these guys getting stuck in like this. JT and Kent appears to own a ton of stock but something about the frequency of buying is kind of reassuring too. https://t.co/p3WfPBLrSf I get these $KFS insider buy emails like once a week. Nice to see these guys getting stuck in like this. JT and Kent appears to own a ton of stock but something about the frequency of buying is kind of reassuring too. https://t.co/p3WfPBLrSf"  
[X Link](https://x.com/DeepMoatSociety/status/1792244384559153316)  2024-05-19T17:22Z [----] followers, [----] engagements


"@chitchatstocks @TheSmattering Well try and play nicely"  
[X Link](https://x.com/DeepMoatSociety/status/1792636571310514623)  2024-05-20T19:20Z [----] followers, [--] engagements


"🗞 Finally we get the starter before the investor day $BOC $BRK $MKL $NNI $BN Boston Omaha $BOC [----] Annual Letter Released https://t.co/dliJ82iMU7 https://t.co/COIkr2LJNB Boston Omaha $BOC [----] Annual Letter Released https://t.co/dliJ82iMU7 https://t.co/COIkr2LJNB"  
[X Link](https://x.com/DeepMoatSociety/status/1792658356982915367)  2024-05-20T20:47Z [----] followers, [----] engagements


"$ASTS 🤝 $T $RKLB $RDW $PL $VZ $TMUS $T CEO discusses $ASTS https://t.co/O9Im8bNlrn $T CEO discusses $ASTS https://t.co/O9Im8bNlrn"  
[X Link](https://x.com/DeepMoatSociety/status/1793846069463519241)  2024-05-24T03:26Z [----] followers, [----] engagements


"In the mortal words of DJ Khaled and another one 😎 more insider buys $BRK $MKL $PSH $EXO.AS $BN $FFH.TO Insider Transaction $BOC Vishnu Srinivasan - [----] shares https://t.co/GmMwmhdhCG https://t.co/2jYp2wBLZ3 Insider Transaction $BOC Vishnu Srinivasan - [----] shares https://t.co/GmMwmhdhCG https://t.co/2jYp2wBLZ3"  
[X Link](https://x.com/DeepMoatSociety/status/1794102375755469252)  2024-05-24T20:25Z [----] followers, [----] engagements


"@TomSmith839 Nice approach I dont hold many names so just gone with one but think both could be strong winners long term"  
[X Link](https://x.com/DeepMoatSociety/status/1795541119188746650)  2024-05-28T19:42Z [----] followers, [--] engagements


"@BillAckman playing 3D chess as always $PSH $UMG $GOOG $HHH $CMG https://finance.yahoo.com/news/bill-ackman-planning-ipo-pershing-095216786.html https://finance.yahoo.com/news/bill-ackman-planning-ipo-pershing-095216786.html"  
[X Link](https://x.com/DeepMoatSociety/status/1796492926563815732)  2024-05-31T10:44Z [----] followers, [---] engagements


"@Peter_J_Beck This is every other week 🤪 keep up the good work 🚀 excited to hear more about the $RKLB constellation in due course"  
[X Link](https://x.com/DeepMoatSociety/status/1796647573454717138)  2024-05-31T20:58Z [----] followers, [---] engagements


"@ChrisCamillo @ryancohen @TheRoaringKitty They can take $U and have plenty in the tank to carry on shopping 😅 🛍"  
[X Link](https://x.com/DeepMoatSociety/status/1799871498405969952)  2024-06-09T18:29Z [----] followers, [---] engagements


"@beavinvests In short:"  
[X Link](https://x.com/DeepMoatSociety/status/1801308059286864249)  2024-06-13T17:38Z [----] followers, [----] engagements


"@beavinvests They will have actual revenue generating satellites close partnerships with: $T $VZ $VOD $NOK $AMT etc. cell towers from space essentially - connecting the unconnected"  
[X Link](https://x.com/DeepMoatSociety/status/1801321723859767797)  2024-06-13T18:32Z [----] followers, [---] engagements


"Yup that should do the trick Excited to back a founder with pedigree once valuation corrects might be a lot sooner now. $QXO $BLDR $XPO $LIFCO"  
[X Link](https://x.com/DeepMoatSociety/status/1801416202415132986)  2024-06-14T00:47Z [----] followers, [----] engagements


"@TomSmith839 And the rest which are further to the top right then shift"  
[X Link](https://x.com/DeepMoatSociety/status/1804129389996609623)  2024-06-21T12:29Z [----] followers, [--] engagements


"@CCM_Brett Starlink is the cash cow and their financials are lumpy while they get 1000s of sats up. $ASTS is the better play imo or $RKLB depending on which piece of the jigsaw you like"  
[X Link](https://x.com/DeepMoatSociety/status/1805343132709449838)  2024-06-24T20:51Z [----] followers, [----] engagements


"@scottjustin81 @SanCompounding Just trying to figure their moat"  
[X Link](https://x.com/DeepMoatSociety/status/1819069331889623467)  2024-08-01T17:55Z [----] followers, [--] engagements


"Long $TOI.V - always solid earnings $CSU $ROP $DHR"  
[X Link](https://x.com/DeepMoatSociety/status/1819125442353467560)  2024-08-01T21:37Z [----] followers, [---] engagements


"@scottjustin81 @SanCompounding How does a vertical have high barriers to entry F&b is a very standard vertical for PSPs"  
[X Link](https://x.com/DeepMoatSociety/status/1819249696566632931)  2024-08-02T05:51Z [----] followers, [--] engagements


"$ASTS 🛰 the $AMT of our generation D2C & gov applications. 90%+ margins this will be a cash flow monster. God bless our Swedish agricultural Cat and co🙏🏼 $RKLB $T $VZ $GOOG Full $ASTS Q2 [----] Earnings Summary (courtesy of @defiantclient) Highlights from Press Release - Initial Block [--] BlueBird planning and production of [--] satellites underway - Expect initial nationwide non-continuous service to be available with AT&T and Verizon beta test users https://t.co/391J0b9l97 Full $ASTS Q2 [----] Earnings Summary (courtesy of @defiantclient) Highlights from Press Release - Initial Block [--] BlueBird"  
[X Link](https://x.com/DeepMoatSociety/status/1823842486462071050)  2024-08-14T22:01Z [----] followers, [----] engagements


"I like both but youre making this very easy. [--]. Where are you getting [--] from [--]. $ASTS is offering a significantly better solution - this isnt just text and patchy voice calls. [--]. Using your own logic why does $ASTS have over [--] MNOs sign up and Staarlink only has T mobile as a notable name I like both stocks never get the comparing. If anything $RKLB will have their own constellation of one day so will have a similar SaaS like rev stream too"  
[X Link](https://x.com/DeepMoatSociety/status/1823941595495801316)  2024-08-15T04:35Z [----] followers, [---] engagements


"@davistrazza @PayPal @Adyen $Adyey $PYPL"  
[X Link](https://x.com/DeepMoatSociety/status/1825863667574878471)  2024-08-20T11:53Z [----] followers, [---] engagements


"@contrariansean @Henkechip Thoughts on the pile of debt"  
[X Link](https://x.com/DeepMoatSociety/status/1825982928792310256)  2024-08-20T19:47Z [----] followers, [--] engagements


"@CatSE___ApeX___ @FirstNetGov"  
[X Link](https://x.com/DeepMoatSociety/status/1826355230923260066)  2024-08-21T20:26Z [----] followers, [---] engagements


"@nanalyzetweets [----] sats which cant comply with the FCC spec for D2C vs [--] which do and provide coverage for all of the US with a total constellation which only requires [--]. Yeh based on the FUD Id say he is. Thanks for asking the community $ASTS"  
[X Link](https://x.com/DeepMoatSociety/status/1826712126767202455)  2024-08-22T20:04Z [----] followers, [----] engagements

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