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# ![@PetramcoC Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1342027118037839876.png) @PetramcoC moats-and-notes

moats-and-notes posts on X about $efx, $fico, $160m, $10b the most. They currently have XXX followers and XX posts still getting attention that total X engagements in the last XX hours.

### Engagements: X [#](/creator/twitter::1342027118037839876/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1342027118037839876/c:line/m:interactions.svg)

- X Week XXX -XX%
- X Month XXXXX +174%
- X Months XXXXXX +239%
- X Year XXXXXX -XX%

### Mentions: X [#](/creator/twitter::1342027118037839876/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1342027118037839876/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX +233%
- X Months XX +79%
- X Year XX -XX%

### Followers: XXX [#](/creator/twitter::1342027118037839876/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1342027118037839876/c:line/m:followers.svg)

- X Week XXX +0.21%
- X Month XXX +2.50%
- X Months XXX +18%
- X Year XXX +12%

### CreatorRank: undefined [#](/creator/twitter::1342027118037839876/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1342027118037839876/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1342027118037839876/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[$efx](/topic/$efx) 6.82%, [$fico](/topic/$fico) 4.55%, [$160m](/topic/$160m) 4.55%, [$10b](/topic/$10b) 4.55%, [$19b](/topic/$19b) 2.27%, [$550m](/topic/$550m) 2.27%, [$150m](/topic/$150m) 2.27%, [$400m](/topic/$400m) 2.27%, [$143b](/topic/$143b) 2.27%, [$wlk](/topic/$wlk) XXXX%

**Top accounts mentioned or mentioned by**
[@evrgn11112231](/creator/undefined) [@lokoyacap](/creator/undefined) [@bubblebeta](/creator/undefined) [@foolallthetime](/creator/undefined) [@contrariancurse](/creator/undefined) [@jerrycap](/creator/undefined) [@onodacapital](/creator/undefined) [@rubicon59](/creator/undefined) [@tidefallcapital](/creator/undefined) [@grok](/creator/undefined) [@rsandler21969](/creator/undefined) [@patrickoshag](/creator/undefined) [@larryjamieson](/creator/undefined) [@racetrack275](/creator/undefined) [@pythiar](/creator/undefined) [@blankspacenom](/creator/undefined) [@bargainbuyer_](/creator/undefined) [@voiceofafool](/creator/undefined) [@dylan522p](/creator/undefined) [@terminalg0](/creator/undefined)

**Top assets mentioned**
[Effect.AI (EFX)](/topic/$efx) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Westlake Chemical, Corp. (WLK)](/topic/$wlk) [Trex Company, Inc. (TREX)](/topic/$trex) [Masco, Corp. (MAS)](/topic/$mas) [Fortune Brands Innovations, Inc. (FBIN)](/topic/$fbin) [JAMES HARDIE INDUSTRIES plc. (JHX)](/topic/$jhx) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah)
### Top Social Posts [#](/creator/twitter::1342027118037839876/posts)
---
Top posts by engagements in the last XX hours

"Let's do some $EFX maths team in the $FICO induced hullaballoo - The relevant biz line sits within USIS which did $1.9b of 2024 revs. Of that XX% was mortgage-related. That's $550m. Of that $150m is trimerge report resale and other property-related (i.e. not credit) reports"  
[X Link](https://x.com/PetramcoC/status/1973736133218750488) [@PetramcoC](/creator/x/PetramcoC) 2025-10-02T13:05Z XXX followers, XXX engagements


"That leaves us at $400m of relevant revenue. Lots of different customer prices report types etc so we'll have to use round numbers. Let's say $EFX revs for a single credit report is $XX in 2024 and FICO charged them $XXX for the score. Implies $EFX paid FICO $160m"  
[X Link](https://x.com/PetramcoC/status/1973736135005475276) [@PetramcoC](/creator/x/PetramcoC) 2025-10-02T13:05Z XXX followers, XXX engagements


"$FICO is saying the bureaus marked that up 100%. If true implies $160m of pure profit on reselling the FICO score. $EFX 2024 Adj. EBIT was $1.43b. $XXX / $1430 = XX% EBIT hit in the worst case scenario. Put differently if stock is -XX% today you should probably buy it"  
[X Link](https://x.com/PetramcoC/status/1973736136729346467) [@PetramcoC](/creator/x/PetramcoC) 2025-10-02T13:05Z XXX followers, XXX engagements


"Trying to think through laterals from Abel/Buffett's purchase of OxyChem for $10b. The company with the most directly overlapping chemicals footprint is Westlake or $WLK. They are both heavily involved in the vinyls / chlor-alkali chain (chlorine/caustic/VCM/EDC/PVC)"  
[X Link](https://x.com/PetramcoC/status/1973812457094443440) [@PetramcoC](/creator/x/PetramcoC) 2025-10-02T18:08Z XXX followers, XXX engagements


"I think it's credibly a 10x EBITDA asset. $MAS $FBIN $TREX & $JHX are all there or higher. That would equate to $10b of value for HIP"  
[X Link](https://x.com/PetramcoC/status/1973812465826922956) [@PetramcoC](/creator/x/PetramcoC) 2025-10-02T18:08Z XXX followers, XXX engagements


"@OnodaCapital wen my $BAH 🚀 then. 😭"  
[X Link](https://x.com/PetramcoC/status/1976590300454990298) [@PetramcoC](/creator/x/PetramcoC) 2025-10-10T10:07Z XXX followers, XXX engagements