[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @DurableCreators Durable Value Creators Durable Value Creators posts on X about $tw, over the, debt, $bmi the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1480350248434290694/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +202% - X Months XXXXXXX +247% - X Year XXXXXXX +51% ### Mentions: XX [#](/creator/twitter::1480350248434290694/posts_active)  - X Week XX +16% - X Month XX -XX% - X Months XXX +56% - X Year XXX -XXXX% ### Followers: XXXXX [#](/creator/twitter::1480350248434290694/followers)  - X Week XXXXX +0.21% - X Month XXXXX +0.50% - X Months XXXXX +23% - X Year XXXXX +26% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1480350248434290694/influencer_rank)  ### Social Influence [#](/creator/twitter::1480350248434290694/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% [fashion brands](/list/fashion-brands) XXX% **Social topic influence** [$tw](/topic/$tw) #3, [over the](/topic/over-the) 2.41%, [debt](/topic/debt) 1.81%, [$bmi](/topic/$bmi) #2, [$wso](/topic/$wso) #2, [$1b](/topic/$1b) #385, [$apg](/topic/$apg) #1, [$ctas](/topic/$ctas) #47, [decent](/topic/decent) #394, [$axon](/topic/$axon) #20 **Top accounts mentioned or mentioned by** [@saynototrading](/creator/undefined) [@invest091](/creator/undefined) [@sal13836](/creator/undefined) [@kairospraxis](/creator/undefined) [@timelesscpnd](/creator/undefined) [@no_cap_cap](/creator/undefined) [@dcurras1](/creator/undefined) [@goodforall6](/creator/undefined) [@alexkosmon](/creator/undefined) [@jiggycapital](/creator/undefined) [@capstructking](/creator/undefined) [@arturo10185](/creator/undefined) [@ar75ne](/creator/undefined) [@paulmedica](/creator/undefined) [@pulaskicapital](/creator/undefined) [@mh1411996](/creator/undefined) [@qualitydivgro](/creator/undefined) [@marcslans](/creator/undefined) [@taobanker](/creator/undefined) [@investsmart94](/creator/undefined) **Top assets mentioned** [Tradeweb Markets Inc. Class A Common Stock (TW)](/topic/$tw) [Bridge Mutual (BMI)](/topic/$bmi) [Watsco, Inc. (WSO)](/topic/$wso) [APi Group Corporation (APG)](/topic/$apg) [Cintas Corporation (CTAS)](/topic/$ctas) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Veralto Corporation (VLTO)](/topic/$vlto) [CSW Industrials, Inc. (CSW)](/topic/$csw) [S&P Global Inc (SPGI)](/topic/$spgi) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Performance Food Group Company (PFGC)](/topic/$pfgc) [US Foods Holding Corp. (USFD)](/topic/$usfd) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [EMCOR Group, Inc. (EME)](/topic/$eme) [UL Solutions Inc. (ULS)](/topic/$uls) [Rollins, Inc. (ROL)](/topic/$rol) [Martin Marietta Materials, Inc. (MLM)](/topic/$mlm) [Mine Safety Incorporated (MSA)](/topic/$msa) [Perimeter Solutions, SA (PRM)](/topic/$prm) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [monkey shit inu (MSI)](/topic/$msi) [Republic Services, Inc. (RSG)](/topic/$rsg) [Sherwin-Williams Co (SHW)](/topic/$shw) [Ecolab Inc. (ECL)](/topic/$ecl) [Xylem Inc (XYL)](/topic/$xyl) [Roper Technologies Inc (ROP)](/topic/$rop) [MarketAxess Holdings Inc. (MKTX)](/topic/$mktx) [Oracle Corporation (ORCL)](/topic/$orcl) [Church & Dwight Co., Inc. (CHD)](/topic/$chd) [Chemed Corporation (CHE)](/topic/$che) [Canadian National Railway (CNI)](/topic/$cni) [Danaher Corporation (DHR)](/topic/$dhr) [PepsiCo, Inc. (PEP)](/topic/$pep) [PoolTogether (POOL)](/topic/$pool) [Starbucks Corporation (SBUX)](/topic/$sbux) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Air Products & Chemicals, Inc. (APD)](/topic/$apd) [Cream (CRM)](/topic/$crm) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Jack Henry & Associates, Inc. (JKHY)](/topic/$jkhy) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [McCormick & Company, Incorporated (MKC)](/topic/$mkc) [Nike Inc (NKE)](/topic/$nke) [Adobe, Inc. (ADBE)](/topic/$adbe) [DisChain (DIS)](/topic/$dis) [Elcoin (EL)](/topic/$el) [Zoetis Inc (ZTS)](/topic/$zts) [Hubbell, Inc. (HUBB)](/topic/$hubb) [Electroneum (ETN)](/topic/$etn) [Ralliant Corporation (RAL)](/topic/$ral) [Heroes of NFT (HON)](/topic/$hon) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [Corteva Inc (CTVA)](/topic/$ctva) [Moody's Corporation (MCO)](/topic/$mco) ### Top Social Posts [#](/creator/twitter::1480350248434290694/posts) --- Top posts by engagements in the last XX hours "Tradeweb $TW stock down another 6-7% today on reports of slowing volume growth. The past few months have been rough for the stock. Previous quarters were showcasing 20%-30% volume growth so XX% is a significant deviation from the past" [X Link](https://x.com/DurableCreators/status/1975221132497395988) [@DurableCreators](/creator/x/DurableCreators) 2025-10-06T15:26Z 6670 followers, 1460 engagements "Some high-level numbers: In the last XX months $TW has generated $1.9B of revenue $1B of operating cash flow (after SBC) and spent only $37M on capex. The company also carries $1.6B of cash with only $1.3B of total liabilities" [X Link](https://x.com/DurableCreators/status/1975221626724847763) [@DurableCreators](/creator/x/DurableCreators) 2025-10-06T15:28Z 6670 followers, XXX engagements "Who knew you could compound earnings at XX% by distributing food Too levered for my liking at 5x net debt to EBITDA but Performance Food Group has had an impressive run over the last decade. There are also reports out there that they want to merge with US Foods $PFGC $USFD" [X Link](https://x.com/DurableCreators/status/1977812819841286211) [@DurableCreators](/creator/x/DurableCreators) 2025-10-13T19:04Z 6667 followers, 1658 engagements "@invest091 Personal preference but I think I'd rather management just not make moves if their only option is to water down the existing business quality. Pay down debt or use that capital for buybacks or something" [X Link](https://x.com/DurableCreators/status/1978460636670529536) [@DurableCreators](/creator/x/DurableCreators) 2025-10-15T13:59Z 6667 followers, XXX engagements "Thoughts on business service type companies Whether it be engineering testing/inspection pest control or similar fields. Some have done quite well over the years but do they have meaningful competitive advantages and growth runways $FIX $EME $APG $ROL $RTO $ULS $CTAS" [X Link](https://x.com/DurableCreators/status/1944911723716124739) [@DurableCreators](/creator/x/DurableCreators) 2025-07-15T00:07Z 6670 followers, 6717 engagements "Been working on creating a table of (mostly US-based) monopolies duopolies and oligopolies. Not everything is a perfect fit but wanted to create something to start tracking these sorts of companies. Any suggestions on stuff to add/remove/change etc Nothing is set in stone" [X Link](https://x.com/DurableCreators/status/1946940236463796723) [@DurableCreators](/creator/x/DurableCreators) 2025-07-20T14:28Z 6669 followers, 90.4K engagements "This Tradeweb $TW company is pretty good. Revenue: +26.7% Int'l Revenue: +40.8% Net Income: +28.7% Daily Volume: +32.7% EPS: +29.1% Dividend: +20%" [X Link](https://x.com/DurableCreators/status/1950531797185368349) [@DurableCreators](/creator/x/DurableCreators) 2025-07-30T12:19Z 6669 followers, 2747 engagements "Martin Marietta is swapping concrete and cement assets with Quikrete in exchange for more aggregates (and some cash). This deal continues the company's transition towards becoming a predominantly aggregates-focused business. $MLM" [X Link](https://x.com/DurableCreators/status/1952367382942396663) [@DurableCreators](/creator/x/DurableCreators) 2025-08-04T13:53Z 6671 followers, 4048 engagements "33 in a row for Badger Meter $BMI" [X Link](https://x.com/DurableCreators/status/1953925409839448389) [@DurableCreators](/creator/x/DurableCreators) 2025-08-08T21:04Z 6670 followers, 1980 engagements "Haven't shared this list in a while. Here's my latest ideas list of interesting names in the $1B-$25B market cap range with decent quality metrics. While I own a few and am watching a couple others many of these are just names to potentially research later" [X Link](https://x.com/DurableCreators/status/1954606381224308805) [@DurableCreators](/creator/x/DurableCreators) 2025-08-10T18:10Z 6671 followers, 49.2K engagements "The Fire & Safety portfolio $APG - fire protection services & inspections $MSA - gas & flame detection systems PPE $PRM - firefighting chemicals $AXON - body cams $CLBT - forensics/evidence management software $MSI - public safety & enterprise security solutions Anything else" [X Link](https://x.com/DurableCreators/status/1956716072469762540) [@DurableCreators](/creator/x/DurableCreators) 2025-08-16T13:54Z 6671 followers, 30.8K engagements "Waste collection companies superstores and business services can be good industries to invest in but many popular names have experienced significant multiple expansion over the last decade. Maybe they sustain these multiples but it's unlikely they match last decade's returns" [X Link](https://x.com/DurableCreators/status/1963405667923882485) [@DurableCreators](/creator/x/DurableCreators) 2025-09-04T00:56Z 6671 followers, 23.4K engagements "Valuations make it tough right now but I still like the idea of a barbell approach to a portfolio where 40-50% is in higher growth areas like AI/semis/data center trends and the rest is in more defensive stuff with above average quality/metrics like $RSG/$SHW/$VLTO/$ECL" [X Link](https://x.com/DurableCreators/status/1964093062373663228) [@DurableCreators](/creator/x/DurableCreators) 2025-09-05T22:27Z 6671 followers, 2223 engagements "@invest091 With $XYL segments outside of measurement solutions (20% of sales) have pretty low growth which drags down the overall quality of the business imo. A pipe dream of mine is $ROP selling Neptune to a company like $VLTO. Water is too small a % of ROP business to interest me" [X Link](https://x.com/DurableCreators/status/1964444948570505473) [@DurableCreators](/creator/x/DurableCreators) 2025-09-06T21:45Z 6670 followers, XXX engagements "The committee added $MKTX to the index on July 1st 2019 at 64x earnings ($321/shr). They removed the company on September 5th 2025 at 25x earnings ($187/shr) good for a -XX% return or -7.1%/yr. Prior to inclusion MKTX was up over XX% YTD" [X Link](https://x.com/DurableCreators/status/1964684821789397236) [@DurableCreators](/creator/x/DurableCreators) 2025-09-07T13:38Z 6670 followers, 3011 engagements "$CSW at about 25x earnings seems decent here. Large % of revenue comes from HVAC parts (60%) and the valuation looks more attractive than $WSO at the moment if HVAC exposure is the goal. CSW also offers a mix of architectural plumbing and industrial building product segments" [X Link](https://x.com/DurableCreators/status/1965590837028663718) [@DurableCreators](/creator/x/DurableCreators) 2025-09-10T01:39Z 6671 followers, 1391 engagements "Just my opinion but the Oracle/OpenAI news that's come out the past couple days is the first real moment during this AI trend that suggests a bubble might be forming. AI will obviously provide a lot of value one day but right now spending is massively outpacing usefulness" [X Link](https://x.com/DurableCreators/status/1966222113863504113) [@DurableCreators](/creator/x/DurableCreators) 2025-09-11T19:27Z 6670 followers, 2975 engagements "Something to watch for Watsco $WSO" [X Link](https://x.com/DurableCreators/status/1967587332225425686) [@DurableCreators](/creator/x/DurableCreators) 2025-09-15T13:52Z 6671 followers, 2349 engagements "On $SPGI being down X% after $FDS earnings. keep in mind that the ratings segment is only XX% of sales. A large portion of the overall business is market data which is more closely related to FactSet. Also don't forget that they're spinning off the mobility segment soon too" [X Link](https://x.com/DurableCreators/status/1968757283677970635) [@DurableCreators](/creator/x/DurableCreators) 2025-09-18T19:21Z 6671 followers, 6569 engagements "Random micro cap company but Acorn Energy is kind of interesting. Reminds me a little of Badger Meter. They own OmniMetrix who make remote monitoring systems for generators and gas pipelines selling hardware + software. Company feels like an easy acquisition target. $ACFN $BMI" [X Link](https://x.com/DurableCreators/status/1970169176208642177) [@DurableCreators](/creator/x/DurableCreators) 2025-09-22T16:51Z 6670 followers, 2003 engagements "@KairosPraxis Also names that create their own infrastructure like AMZN as you mentioned and MELI that someone else mentioned. Would also apply to names like Copart waste collectors and so on. If youre gonna hold XX years might as well own names that would take 20+ years to replicate" [X Link](https://x.com/DurableCreators/status/1972731437469335612) [@DurableCreators](/creator/x/DurableCreators) 2025-09-29T18:33Z 6669 followers, XXX engagements "Some stocks that have more or less been dead money for X years: $APD $CHD $CHE $CNI $CRM $DHR $DPZ $JKHY $PEP $POOL $SBUX $TMO $WST" [X Link](https://x.com/DurableCreators/status/1973011533983834423) [@DurableCreators](/creator/x/DurableCreators) 2025-09-30T13:06Z 6669 followers, XXX engagements "Some stocks that have been losers over the past X years: $ADBE $DIS $EL $FDS $MKC $NKE $ZTS" [X Link](https://x.com/DurableCreators/status/1973013632087892414) [@DurableCreators](/creator/x/DurableCreators) 2025-09-30T13:14Z 6669 followers, XXX engagements "If we need big electric grid investments to support new data centers and AI demand where does all that money end up Example: $HUBB estimates only show MSD rev and HSD EPS next few years. Any estimates on % of spending for power plants vs T&D and some good names in those areas" [X Link](https://x.com/DurableCreators/status/1974525456134410307) [@DurableCreators](/creator/x/DurableCreators) 2025-10-04T17:22Z 6671 followers, 4361 engagements "Is Eaton $ETN the obvious play or are there better names" [X Link](https://x.com/DurableCreators/status/1974525742890512627) [@DurableCreators](/creator/x/DurableCreators) 2025-10-04T17:23Z 6671 followers, XXX engagements "@CapstackCapital I couldn't believe it either. I wasn't too high on $RAL in the first place but as soon as I saw that I immediately checked out. A completely disqualifying decision" [X Link](https://x.com/DurableCreators/status/1975540279035023625) [@DurableCreators](/creator/x/DurableCreators) 2025-10-07T12:34Z 6669 followers, XXX engagements "@SayNoToTrading It's gotta be $HON for the optionality on their break-up" [X Link](https://x.com/DurableCreators/status/1976390267478606303) [@DurableCreators](/creator/x/DurableCreators) 2025-10-09T20:52Z 6669 followers, XXX engagements "Market starting to look a bit more favorable. Watsco $WSO and $CSW starting to get interesting thanks to recent HVAC demand softness. Tradeweb $TW too even though electronic fixed income trading growth has slowed. The Badger Meter $BMI sell-off may also be an opportunity" [X Link](https://x.com/DurableCreators/status/1977016557747454221) [@DurableCreators](/creator/x/DurableCreators) 2025-10-11T14:20Z 6670 followers, 2723 engagements "$AXON starts looking interesting if it can below $XXX (7.5% away right now). Overall a lot of quality names having a bad year. Might not see a collective "quality bubble" pop but it could take place in waves. $CTAS $TYL and $VRSK are a few others besides the original tweet" [X Link](https://x.com/DurableCreators/status/1977016560285106616) [@DurableCreators](/creator/x/DurableCreators) 2025-10-11T14:20Z 6670 followers, 1009 engagements "Are seeds a good business $CTVA splitting into X companies existing company is herbicides/pesticides and keeps legacy PFAS+pension liabilities. SpinCo develops seeds has higher margins and growth and probably capital light. Less future environmental risk too I'd imagine" [X Link](https://x.com/DurableCreators/status/1977392194299351243) [@DurableCreators](/creator/x/DurableCreators) 2025-10-12T15:13Z 6670 followers, 1736 engagements "Not gonna lie $SPGI continuing to expand its Market Intelligence segment isn't the type of news I want to hear. With the upcoming Mobility spin-off the business structure was looking pretty good to me. This news kind of makes me want to start shifting my portfolio towards $MCO" [X Link](https://x.com/DurableCreators/status/1978450173685571729) [@DurableCreators](/creator/x/DurableCreators) 2025-10-15T13:17Z 6670 followers, 10.5K engagements "The credit ratings and indicies segments are the crown jewels of the business. Mobility was a smaller segment with lower margins so it was a good move to spin off. But moves that expand Market Intelligence dilute the overall quality of the business imo" [X Link](https://x.com/DurableCreators/status/1978450174943834521) [@DurableCreators](/creator/x/DurableCreators) 2025-10-15T13:17Z 6670 followers, 1298 engagements "@RAMCOCAPITAL Besides Moody's credit ratings being a much larger % of the business vs S&P it's felt like their acquisitions have also been more focused Their most recent deals have been associated with ratings ratings property risk liability risk ratings" [X Link](https://x.com/DurableCreators/status/1978520874442461201) [@DurableCreators](/creator/x/DurableCreators) 2025-10-15T17:58Z 6669 followers, XXX engagements "@TimelessCpnd Good point I think that's why he's not a fan of serial acquirers no matter how well the business is run (ex. Constellation). I think Heico and TransDigm are a few that have done acquisitions the right way over time but companies like that are few and far between" [X Link](https://x.com/DurableCreators/status/1978551765189419342) [@DurableCreators](/creator/x/DurableCreators) 2025-10-15T20:01Z 6671 followers, XXX engagements
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@DurableCreators Durable Value Creators
Durable Value Creators posts on X about $tw, over the, debt, $bmi the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +202%
- X Months XXXXXXX +247%
- X Year XXXXXXX +51%
Mentions: XX #
- X Week XX +16%
- X Month XX -XX%
- X Months XXX +56%
- X Year XXX -XXXX%
Followers: XXXXX #
- X Week XXXXX +0.21%
- X Month XXXXX +0.50%
- X Months XXXXX +23%
- X Year XXXXX +26%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXX% cryptocurrencies XXXX% technology brands XXXX% fashion brands XXX%
Social topic influence $tw #3, over the 2.41%, debt 1.81%, $bmi #2, $wso #2, $1b #385, $apg #1, $ctas #47, decent #394, $axon #20
Top accounts mentioned or mentioned by @saynototrading @invest091 @sal13836 @kairospraxis @timelesscpnd @no_cap_cap @dcurras1 @goodforall6 @alexkosmon @jiggycapital @capstructking @arturo10185 @ar75ne @paulmedica @pulaskicapital @mh1411996 @qualitydivgro @marcslans @taobanker @investsmart94
Top assets mentioned Tradeweb Markets Inc. Class A Common Stock (TW) Bridge Mutual (BMI) Watsco, Inc. (WSO) APi Group Corporation (APG) Cintas Corporation (CTAS) Axon Enterprise, Inc. (AXON) Veralto Corporation (VLTO) CSW Industrials, Inc. (CSW) S&P Global Inc (SPGI) Factset Research Systems, Inc. (FDS) Performance Food Group Company (PFGC) US Foods Holding Corp. (USFD) Comfort Systems USA, Inc. (FIX) EMCOR Group, Inc. (EME) UL Solutions Inc. (ULS) Rollins, Inc. (ROL) Martin Marietta Materials, Inc. (MLM) Mine Safety Incorporated (MSA) Perimeter Solutions, SA (PRM) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) monkey shit inu (MSI) Republic Services, Inc. (RSG) Sherwin-Williams Co (SHW) Ecolab Inc. (ECL) Xylem Inc (XYL) Roper Technologies Inc (ROP) MarketAxess Holdings Inc. (MKTX) Oracle Corporation (ORCL) Church & Dwight Co., Inc. (CHD) Chemed Corporation (CHE) Canadian National Railway (CNI) Danaher Corporation (DHR) PepsiCo, Inc. (PEP) PoolTogether (POOL) Starbucks Corporation (SBUX) Thermo Fisher Scientific Inc. (TMO) Air Products & Chemicals, Inc. (APD) Cream (CRM) Domino's Pizza Inc (DPZ) Jack Henry & Associates, Inc. (JKHY) West Pharmaceutical Services Inc. (WST) McCormick & Company, Incorporated (MKC) Nike Inc (NKE) Adobe, Inc. (ADBE) DisChain (DIS) Elcoin (EL) Zoetis Inc (ZTS) Hubbell, Inc. (HUBB) Electroneum (ETN) Ralliant Corporation (RAL) Heroes of NFT (HON) Tyler Technologies, Inc. (TYL) Verisk Analytics, Inc. (VRSK) Corteva Inc (CTVA) Moody's Corporation (MCO)
Top Social Posts #
Top posts by engagements in the last XX hours
"Tradeweb $TW stock down another 6-7% today on reports of slowing volume growth. The past few months have been rough for the stock. Previous quarters were showcasing 20%-30% volume growth so XX% is a significant deviation from the past"
X Link @DurableCreators 2025-10-06T15:26Z 6670 followers, 1460 engagements
"Some high-level numbers: In the last XX months $TW has generated $1.9B of revenue $1B of operating cash flow (after SBC) and spent only $37M on capex. The company also carries $1.6B of cash with only $1.3B of total liabilities"
X Link @DurableCreators 2025-10-06T15:28Z 6670 followers, XXX engagements
"Who knew you could compound earnings at XX% by distributing food Too levered for my liking at 5x net debt to EBITDA but Performance Food Group has had an impressive run over the last decade. There are also reports out there that they want to merge with US Foods $PFGC $USFD"
X Link @DurableCreators 2025-10-13T19:04Z 6667 followers, 1658 engagements
"@invest091 Personal preference but I think I'd rather management just not make moves if their only option is to water down the existing business quality. Pay down debt or use that capital for buybacks or something"
X Link @DurableCreators 2025-10-15T13:59Z 6667 followers, XXX engagements
"Thoughts on business service type companies Whether it be engineering testing/inspection pest control or similar fields. Some have done quite well over the years but do they have meaningful competitive advantages and growth runways $FIX $EME $APG $ROL $RTO $ULS $CTAS"
X Link @DurableCreators 2025-07-15T00:07Z 6670 followers, 6717 engagements
"Been working on creating a table of (mostly US-based) monopolies duopolies and oligopolies. Not everything is a perfect fit but wanted to create something to start tracking these sorts of companies. Any suggestions on stuff to add/remove/change etc Nothing is set in stone"
X Link @DurableCreators 2025-07-20T14:28Z 6669 followers, 90.4K engagements
"This Tradeweb $TW company is pretty good. Revenue: +26.7% Int'l Revenue: +40.8% Net Income: +28.7% Daily Volume: +32.7% EPS: +29.1% Dividend: +20%"
X Link @DurableCreators 2025-07-30T12:19Z 6669 followers, 2747 engagements
"Martin Marietta is swapping concrete and cement assets with Quikrete in exchange for more aggregates (and some cash). This deal continues the company's transition towards becoming a predominantly aggregates-focused business. $MLM"
X Link @DurableCreators 2025-08-04T13:53Z 6671 followers, 4048 engagements
"33 in a row for Badger Meter $BMI"
X Link @DurableCreators 2025-08-08T21:04Z 6670 followers, 1980 engagements
"Haven't shared this list in a while. Here's my latest ideas list of interesting names in the $1B-$25B market cap range with decent quality metrics. While I own a few and am watching a couple others many of these are just names to potentially research later"
X Link @DurableCreators 2025-08-10T18:10Z 6671 followers, 49.2K engagements
"The Fire & Safety portfolio $APG - fire protection services & inspections $MSA - gas & flame detection systems PPE $PRM - firefighting chemicals $AXON - body cams $CLBT - forensics/evidence management software $MSI - public safety & enterprise security solutions Anything else"
X Link @DurableCreators 2025-08-16T13:54Z 6671 followers, 30.8K engagements
"Waste collection companies superstores and business services can be good industries to invest in but many popular names have experienced significant multiple expansion over the last decade. Maybe they sustain these multiples but it's unlikely they match last decade's returns"
X Link @DurableCreators 2025-09-04T00:56Z 6671 followers, 23.4K engagements
"Valuations make it tough right now but I still like the idea of a barbell approach to a portfolio where 40-50% is in higher growth areas like AI/semis/data center trends and the rest is in more defensive stuff with above average quality/metrics like $RSG/$SHW/$VLTO/$ECL"
X Link @DurableCreators 2025-09-05T22:27Z 6671 followers, 2223 engagements
"@invest091 With $XYL segments outside of measurement solutions (20% of sales) have pretty low growth which drags down the overall quality of the business imo. A pipe dream of mine is $ROP selling Neptune to a company like $VLTO. Water is too small a % of ROP business to interest me"
X Link @DurableCreators 2025-09-06T21:45Z 6670 followers, XXX engagements
"The committee added $MKTX to the index on July 1st 2019 at 64x earnings ($321/shr). They removed the company on September 5th 2025 at 25x earnings ($187/shr) good for a -XX% return or -7.1%/yr. Prior to inclusion MKTX was up over XX% YTD"
X Link @DurableCreators 2025-09-07T13:38Z 6670 followers, 3011 engagements
"$CSW at about 25x earnings seems decent here. Large % of revenue comes from HVAC parts (60%) and the valuation looks more attractive than $WSO at the moment if HVAC exposure is the goal. CSW also offers a mix of architectural plumbing and industrial building product segments"
X Link @DurableCreators 2025-09-10T01:39Z 6671 followers, 1391 engagements
"Just my opinion but the Oracle/OpenAI news that's come out the past couple days is the first real moment during this AI trend that suggests a bubble might be forming. AI will obviously provide a lot of value one day but right now spending is massively outpacing usefulness"
X Link @DurableCreators 2025-09-11T19:27Z 6670 followers, 2975 engagements
"Something to watch for Watsco $WSO"
X Link @DurableCreators 2025-09-15T13:52Z 6671 followers, 2349 engagements
"On $SPGI being down X% after $FDS earnings. keep in mind that the ratings segment is only XX% of sales. A large portion of the overall business is market data which is more closely related to FactSet. Also don't forget that they're spinning off the mobility segment soon too"
X Link @DurableCreators 2025-09-18T19:21Z 6671 followers, 6569 engagements
"Random micro cap company but Acorn Energy is kind of interesting. Reminds me a little of Badger Meter. They own OmniMetrix who make remote monitoring systems for generators and gas pipelines selling hardware + software. Company feels like an easy acquisition target. $ACFN $BMI"
X Link @DurableCreators 2025-09-22T16:51Z 6670 followers, 2003 engagements
"@KairosPraxis Also names that create their own infrastructure like AMZN as you mentioned and MELI that someone else mentioned. Would also apply to names like Copart waste collectors and so on. If youre gonna hold XX years might as well own names that would take 20+ years to replicate"
X Link @DurableCreators 2025-09-29T18:33Z 6669 followers, XXX engagements
"Some stocks that have more or less been dead money for X years: $APD $CHD $CHE $CNI $CRM $DHR $DPZ $JKHY $PEP $POOL $SBUX $TMO $WST"
X Link @DurableCreators 2025-09-30T13:06Z 6669 followers, XXX engagements
"Some stocks that have been losers over the past X years: $ADBE $DIS $EL $FDS $MKC $NKE $ZTS"
X Link @DurableCreators 2025-09-30T13:14Z 6669 followers, XXX engagements
"If we need big electric grid investments to support new data centers and AI demand where does all that money end up Example: $HUBB estimates only show MSD rev and HSD EPS next few years. Any estimates on % of spending for power plants vs T&D and some good names in those areas"
X Link @DurableCreators 2025-10-04T17:22Z 6671 followers, 4361 engagements
"Is Eaton $ETN the obvious play or are there better names"
X Link @DurableCreators 2025-10-04T17:23Z 6671 followers, XXX engagements
"@CapstackCapital I couldn't believe it either. I wasn't too high on $RAL in the first place but as soon as I saw that I immediately checked out. A completely disqualifying decision"
X Link @DurableCreators 2025-10-07T12:34Z 6669 followers, XXX engagements
"@SayNoToTrading It's gotta be $HON for the optionality on their break-up"
X Link @DurableCreators 2025-10-09T20:52Z 6669 followers, XXX engagements
"Market starting to look a bit more favorable. Watsco $WSO and $CSW starting to get interesting thanks to recent HVAC demand softness. Tradeweb $TW too even though electronic fixed income trading growth has slowed. The Badger Meter $BMI sell-off may also be an opportunity"
X Link @DurableCreators 2025-10-11T14:20Z 6670 followers, 2723 engagements
"$AXON starts looking interesting if it can below $XXX (7.5% away right now). Overall a lot of quality names having a bad year. Might not see a collective "quality bubble" pop but it could take place in waves. $CTAS $TYL and $VRSK are a few others besides the original tweet"
X Link @DurableCreators 2025-10-11T14:20Z 6670 followers, 1009 engagements
"Are seeds a good business $CTVA splitting into X companies existing company is herbicides/pesticides and keeps legacy PFAS+pension liabilities. SpinCo develops seeds has higher margins and growth and probably capital light. Less future environmental risk too I'd imagine"
X Link @DurableCreators 2025-10-12T15:13Z 6670 followers, 1736 engagements
"Not gonna lie $SPGI continuing to expand its Market Intelligence segment isn't the type of news I want to hear. With the upcoming Mobility spin-off the business structure was looking pretty good to me. This news kind of makes me want to start shifting my portfolio towards $MCO"
X Link @DurableCreators 2025-10-15T13:17Z 6670 followers, 10.5K engagements
"The credit ratings and indicies segments are the crown jewels of the business. Mobility was a smaller segment with lower margins so it was a good move to spin off. But moves that expand Market Intelligence dilute the overall quality of the business imo"
X Link @DurableCreators 2025-10-15T13:17Z 6670 followers, 1298 engagements
"@RAMCOCAPITAL Besides Moody's credit ratings being a much larger % of the business vs S&P it's felt like their acquisitions have also been more focused Their most recent deals have been associated with ratings ratings property risk liability risk ratings"
X Link @DurableCreators 2025-10-15T17:58Z 6669 followers, XXX engagements
"@TimelessCpnd Good point I think that's why he's not a fan of serial acquirers no matter how well the business is run (ex. Constellation). I think Heico and TransDigm are a few that have done acquisitions the right way over time but companies like that are few and far between"
X Link @DurableCreators 2025-10-15T20:01Z 6671 followers, XXX engagements