[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.] #  @Speedwell_LLC Speedwell Research Speedwell Research posts on X about $prm, $cprt, business, $csu the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1566586267915075584/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +57% - X Year XXXXXXXXX +206% ### Mentions: XX [#](/creator/twitter::1566586267915075584/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX +190% - X Year XXXXX +310% ### Followers: XXXXXX [#](/creator/twitter::1566586267915075584/followers)  - X Week XXXXXX +0.59% - X Month XXXXXX +1.50% - X Months XXXXXX +20% - X Year XXXXXX +58% ### CreatorRank: XXXXXXX [#](/creator/twitter::1566586267915075584/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXX% [currencies](/list/currencies) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [$prm](/topic/$prm) #50, [$cprt](/topic/$cprt) #75, [business](/topic/business) 7.14%, [$csu](/topic/$csu) #9, [insurance](/topic/insurance) 2.86%, [$csgp](/topic/$csgp) #3, [$rh](/topic/$rh) #15, [$fnd](/topic/$fnd) #1, [$nvda](/topic/$nvda) 1.43%, [history](/topic/history) XXXX% **Top accounts mentioned or mentioned by** [@joinyellowbrick](/creator/undefined) [@32amab](/creator/undefined) [@shivamkashan](/creator/undefined) [@gnufs](/creator/undefined) [@10xfcf](/creator/undefined) [@qualitydivgro](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@max_katzenstein](/creator/undefined) [@raphisavitz](/creator/undefined) [@spicydealsfs](/creator/undefined) [@lesser_son](/creator/undefined) [@southernvalue95](/creator/undefined) [@timothybuffett](/creator/undefined) [@10x_fcf](/creator/undefined) **Top assets mentioned** [Perimeter Solutions, SA (PRM)](/topic/$prm) [Copart, Inc. (CPRT)](/topic/$cprt) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [RH (RH)](/topic/$rh) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Spotify Technology (SPOT)](/topic/$spot) [APi Group Corporation (APG)](/topic/$apg) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [4 (FOUR)](/topic/$four) ### Top Social Posts Top posts by engagements in the last XX hours "$CPRT reported earnings and stock -X% Revenue growth was just +1% y/y Global Insurance Volumes declined -X% (-5.6% ex-CAT) Insurance ASPs grew XXX% though Operating profits +6% y/y Not a great quarter for them but how worrisome is it really Update out tomorrow" [X Link](https://x.com/Speedwell_LLC/status/1991684561022128220) 2025-11-21T01:46Z 10.1K followers, 9579 engagements "🎙 *New Podcast Released* Update on Copart and CoStar Group: 🔹 $CSGP Bear Case 🔹 Does Andy Florances mgmt style suggest the business isnt great 🔹 $CPRT many tailwinds 🔹 Purple Wave New Opportunities 🔹 Valuation Discussion for Both Check it Out" [X Link](https://x.com/Speedwell_LLC/status/1905271561323708541) 2025-03-27T14:51Z 10.1K followers, 2230 engagements "$PRM does stock repurchases the right way" [X Link](https://x.com/Speedwell_LLC/status/1963743459791032634) 2025-09-04T23:18Z 10.1K followers, 16.4K engagements "*New Podcast Dropped 🗣 🔺🔺🔺 🔹 $PRM +75% stock move & entrance into a new vertical 🔹 $CSU update 🔹 $CPRT out of favor 🔹 Key risk for $NVDA GPUs 🔹Some Fed Rates history Listen below 👇" [X Link](https://x.com/Speedwell_LLC/status/1966557186387259392) 2025-09-12T17:39Z 10.1K followers, 10.5K engagements "$PRM latest IMS acquisition is exceeding management's underwriting assumptions. They typically have IRR thresholds of 15%. Within X year revenues are exceeding their purchase price" [X Link](https://x.com/Speedwell_LLC/status/1968822004699607086) 2025-09-18T23:38Z 10.1K followers, 2951 engagements "$PRM reported earnings and the stock is up XX% Full update out later Check out our sample report on them below in the meantime time" [X Link](https://x.com/Speedwell_LLC/status/1983898857860952112) 2025-10-30T14:08Z 10.1K followers, 6467 engagements "So much for my thesis (hope) $PRM would be down once people saw the accounting impact of the advisory shares" [X Link](https://x.com/Speedwell_LLC/status/1983908486603010356) 2025-10-30T14:46Z 10.1K followers, 3449 engagements "$PRM reported 3Q earnings and the stock is up +26% YTD $PRM is up +112% Find out what's driving their success in our latest business update below👇" [X Link](https://x.com/Speedwell_LLC/status/1984050790177063358) 2025-10-31T00:12Z 10.1K followers, 2168 engagements "*New Dialogue Podcast just dropped* In this dialogue we cover $CSGP $META and $PRM 3Q25 earnings Listen below 👇" [X Link](https://x.com/Speedwell_LLC/status/1985417265722937667) 2025-11-03T18:42Z 10.1K followers, 3250 engagements "What would be the reasoning that this wouldnt impact stocks like $FND and $RH What would be the reason that this wouldnt pass" [X Link](https://x.com/Speedwell_LLC/status/1985729774246060225) 2025-11-04T15:24Z 10.1K followers, 3306 engagements "$PRM CFO on extreme decentralization: "The last piece of the model is extreme decentralization. We want our business unit presidents to be the true general managers of their business. They are the closest thing to the customer so they are the person who understands how to solve a customer's problem better than anyone else in the company." - $PRM CFO Kyle Sable Baird Global Industrial Conference" [X Link](https://x.com/Speedwell_LLC/status/1989080904069738885) 2025-11-13T21:20Z 10.1K followers, 3000 engagements "$PRM CFO on M&A "We are looking for high-quality businesses that have recurring revenue growing secular tailwinds high margins high returns and potential for additional M&A." - Kyle Sable Baird Global Industrials Conference" [X Link](https://x.com/Speedwell_LLC/status/1989488093766795708) 2025-11-15T00:18Z 10.1K followers, 1568 engagements "It is key to understand that for many business owners switching mission critical software is the equivalent to gambling the businesss livelihood if it doesnt work flawlessly. Why would you do that without a large and clear benefit $CSU" [X Link](https://x.com/Speedwell_LLC/status/1991118828814688588) 2025-11-19T12:18Z 10.1K followers, 5250 engagements "How the insurance company decides to total a car. $CPRT" [X Link](https://x.com/Speedwell_LLC/status/1993306747444855186) 2025-11-25T13:12Z 10.1K followers, 7365 engagements "Knowing how to sell as "opex" instead of "capex" was key to $AXON's success See all XX lessons from Axon in the link below 👇" [X Link](https://x.com/Speedwell_LLC/status/1993699328532115606) 2025-11-26T15:12Z 10.1K followers, 5850 engagements "New Dialogue Podcast just dropped 🔺🔺🔺 $CSU largest drawdown ever. is it doomed $CPRT giving up market share In this episode we talk all things $CSU and $CPRT $CSU AI risk IAA's market share gain Will $CPRT buyback any stock Listen below 👇" [X Link](https://x.com/Speedwell_LLC/status/1996568257415774274) 2025-12-04T13:12Z 10K followers, 2208 engagements "Listen Spotify: Listen Apple:" [X Link](https://x.com/Speedwell_LLC/status/1996568260444086306) 2025-12-04T13:12Z 10K followers, XXX engagements "$APG CFO on how leading with inspections will impact margins: "We believe that for every dollar of inspection revenue that deficiency report is going to generate $X to $X of follow-on service work during the course of the year. We're going to make progress each and every year towards our long-term goal of XX% or more of our revenue coming from inspection service and monitoring. And that's going to have a powerful impact on our margins."" [X Link](https://x.com/Speedwell_LLC/status/1996651289258647912) 2025-12-04T18:42Z 10.1K followers, 1943 engagements "$PRM (The company Will Thorndike and Billionaire Nick Howley Co-Chair) on decentralization: On "the importance of decentralization to our operating model. Perimeter currently consists of multiple business units and we expect that number to grow through future acquisitions. Each of our business units operates independently with minimal integration at the corporate level. Our general managers have full autonomy to run their businesses and drive long-term performance. In turn they're held accountable to deliver results across each of our three operational value drivers. And finally they are" [X Link](https://x.com/Speedwell_LLC/status/1996917028423094709) 2025-12-05T12:18Z 10.1K followers, 2073 engagements "Perimeter Solutions CEO on their strategy. This is basically the Transdigm playbook but with the ability to move beyond one vertical. (Transdigm Found Nick Howley is the co-Chairman) $PRM $TDG" [X Link](https://x.com/Speedwell_LLC/status/1983939048931459441) 2025-10-30T16:48Z 10.1K followers, 5650 engagements "Former director at $FND sees existing home sales back to normal in a year: "I think that before we start to really feel the benefits of a tailwind it's got another year to XX months. Once that tailwind does come. they will be so uniquely positioned to take advantage of it that it'll be significant."" [X Link](https://x.com/Speedwell_LLC/status/1998004191889932430) 2025-12-08T12:18Z 10.1K followers, 1749 engagements "William-Sonoma retail director on the $RH competitive advantage: "I would say where RH has a competitive advantage would be in the experience that they're developing and also just the breadth of assortment that they are able to showcase in their show houses."" [X Link](https://x.com/Speedwell_LLC/status/1996275301341405547) 2025-12-03T17:48Z 10.1K followers, 2936 engagements "Former VP of Sales at $FOUR on Jared Isaacman's vision for Shift4 "It's all about the processing. It's not about the hardware. It's not about the software. It's to do whatever means necessary to bring the processing in. He had a very crystal clear vision of that."" [X Link](https://x.com/Speedwell_LLC/status/1998087239151095825) 2025-12-08T17:48Z 10.1K followers, 3107 engagements "What's a fair investment assumption As an investor you want to find the opportunities where you can be compensated disproportionately for the informational content of your thesis You want your payoffs to be higher than your chance of being correct That is all investing is" [X Link](https://x.com/Speedwell_LLC/status/1998198979809423573) 2025-12-09T01:12Z 10.1K followers, XXX engagements
[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.]
@Speedwell_LLC Speedwell Research
Speedwell Research posts on X about $prm, $cprt, business, $csu the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +57%
- X Year XXXXXXXXX +206%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +190%
- X Year XXXXX +310%
Followers: XXXXXX #
- X Week XXXXXX +0.59%
- X Month XXXXXX +1.50%
- X Months XXXXXX +20%
- X Year XXXXXX +58%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks XXXXX% finance XXXXX% technology brands XXXX% currencies XXXX% cryptocurrencies XXXX%
Social topic influence $prm #50, $cprt #75, business 7.14%, $csu #9, insurance 2.86%, $csgp #3, $rh #15, $fnd #1, $nvda 1.43%, history XXXX%
Top accounts mentioned or mentioned by @joinyellowbrick @32amab @shivamkashan @gnufs @10xfcf @qualitydivgro @fundasyinvestor @max_katzenstein @raphisavitz @spicydealsfs @lesser_son @southernvalue95 @timothybuffett @10x_fcf
Top assets mentioned Perimeter Solutions, SA (PRM) Copart, Inc. (CPRT) CoStar Group, Inc. (CSGP) RH (RH) Floor & Decor Holdings, Inc. (FND) NVIDIA Corp. (NVDA) Metadium (META) Spotify Technology (SPOT) APi Group Corporation (APG) TransDigm Group, Inc. (TDG) 4 (FOUR)
Top Social Posts
Top posts by engagements in the last XX hours
"$CPRT reported earnings and stock -X% Revenue growth was just +1% y/y Global Insurance Volumes declined -X% (-5.6% ex-CAT) Insurance ASPs grew XXX% though Operating profits +6% y/y Not a great quarter for them but how worrisome is it really Update out tomorrow"
X Link 2025-11-21T01:46Z 10.1K followers, 9579 engagements
"🎙 New Podcast Released Update on Copart and CoStar Group: 🔹 $CSGP Bear Case 🔹 Does Andy Florances mgmt style suggest the business isnt great 🔹 $CPRT many tailwinds 🔹 Purple Wave New Opportunities 🔹 Valuation Discussion for Both Check it Out"
X Link 2025-03-27T14:51Z 10.1K followers, 2230 engagements
"$PRM does stock repurchases the right way"
X Link 2025-09-04T23:18Z 10.1K followers, 16.4K engagements
"*New Podcast Dropped 🗣 🔺🔺🔺 🔹 $PRM +75% stock move & entrance into a new vertical 🔹 $CSU update 🔹 $CPRT out of favor 🔹 Key risk for $NVDA GPUs 🔹Some Fed Rates history Listen below 👇"
X Link 2025-09-12T17:39Z 10.1K followers, 10.5K engagements
"$PRM latest IMS acquisition is exceeding management's underwriting assumptions. They typically have IRR thresholds of 15%. Within X year revenues are exceeding their purchase price"
X Link 2025-09-18T23:38Z 10.1K followers, 2951 engagements
"$PRM reported earnings and the stock is up XX% Full update out later Check out our sample report on them below in the meantime time"
X Link 2025-10-30T14:08Z 10.1K followers, 6467 engagements
"So much for my thesis (hope) $PRM would be down once people saw the accounting impact of the advisory shares"
X Link 2025-10-30T14:46Z 10.1K followers, 3449 engagements
"$PRM reported 3Q earnings and the stock is up +26% YTD $PRM is up +112% Find out what's driving their success in our latest business update below👇"
X Link 2025-10-31T00:12Z 10.1K followers, 2168 engagements
"New Dialogue Podcast just dropped In this dialogue we cover $CSGP $META and $PRM 3Q25 earnings Listen below 👇"
X Link 2025-11-03T18:42Z 10.1K followers, 3250 engagements
"What would be the reasoning that this wouldnt impact stocks like $FND and $RH What would be the reason that this wouldnt pass"
X Link 2025-11-04T15:24Z 10.1K followers, 3306 engagements
"$PRM CFO on extreme decentralization: "The last piece of the model is extreme decentralization. We want our business unit presidents to be the true general managers of their business. They are the closest thing to the customer so they are the person who understands how to solve a customer's problem better than anyone else in the company." - $PRM CFO Kyle Sable Baird Global Industrial Conference"
X Link 2025-11-13T21:20Z 10.1K followers, 3000 engagements
"$PRM CFO on M&A "We are looking for high-quality businesses that have recurring revenue growing secular tailwinds high margins high returns and potential for additional M&A." - Kyle Sable Baird Global Industrials Conference"
X Link 2025-11-15T00:18Z 10.1K followers, 1568 engagements
"It is key to understand that for many business owners switching mission critical software is the equivalent to gambling the businesss livelihood if it doesnt work flawlessly. Why would you do that without a large and clear benefit $CSU"
X Link 2025-11-19T12:18Z 10.1K followers, 5250 engagements
"How the insurance company decides to total a car. $CPRT"
X Link 2025-11-25T13:12Z 10.1K followers, 7365 engagements
"Knowing how to sell as "opex" instead of "capex" was key to $AXON's success See all XX lessons from Axon in the link below 👇"
X Link 2025-11-26T15:12Z 10.1K followers, 5850 engagements
"New Dialogue Podcast just dropped 🔺🔺🔺 $CSU largest drawdown ever. is it doomed $CPRT giving up market share In this episode we talk all things $CSU and $CPRT $CSU AI risk IAA's market share gain Will $CPRT buyback any stock Listen below 👇"
X Link 2025-12-04T13:12Z 10K followers, 2208 engagements
"Listen Spotify: Listen Apple:"
X Link 2025-12-04T13:12Z 10K followers, XXX engagements
"$APG CFO on how leading with inspections will impact margins: "We believe that for every dollar of inspection revenue that deficiency report is going to generate $X to $X of follow-on service work during the course of the year. We're going to make progress each and every year towards our long-term goal of XX% or more of our revenue coming from inspection service and monitoring. And that's going to have a powerful impact on our margins.""
X Link 2025-12-04T18:42Z 10.1K followers, 1943 engagements
"$PRM (The company Will Thorndike and Billionaire Nick Howley Co-Chair) on decentralization: On "the importance of decentralization to our operating model. Perimeter currently consists of multiple business units and we expect that number to grow through future acquisitions. Each of our business units operates independently with minimal integration at the corporate level. Our general managers have full autonomy to run their businesses and drive long-term performance. In turn they're held accountable to deliver results across each of our three operational value drivers. And finally they are"
X Link 2025-12-05T12:18Z 10.1K followers, 2073 engagements
"Perimeter Solutions CEO on their strategy. This is basically the Transdigm playbook but with the ability to move beyond one vertical. (Transdigm Found Nick Howley is the co-Chairman) $PRM $TDG"
X Link 2025-10-30T16:48Z 10.1K followers, 5650 engagements
"Former director at $FND sees existing home sales back to normal in a year: "I think that before we start to really feel the benefits of a tailwind it's got another year to XX months. Once that tailwind does come. they will be so uniquely positioned to take advantage of it that it'll be significant.""
X Link 2025-12-08T12:18Z 10.1K followers, 1749 engagements
"William-Sonoma retail director on the $RH competitive advantage: "I would say where RH has a competitive advantage would be in the experience that they're developing and also just the breadth of assortment that they are able to showcase in their show houses.""
X Link 2025-12-03T17:48Z 10.1K followers, 2936 engagements
"Former VP of Sales at $FOUR on Jared Isaacman's vision for Shift4 "It's all about the processing. It's not about the hardware. It's not about the software. It's to do whatever means necessary to bring the processing in. He had a very crystal clear vision of that.""
X Link 2025-12-08T17:48Z 10.1K followers, 3107 engagements
"What's a fair investment assumption As an investor you want to find the opportunities where you can be compensated disproportionately for the informational content of your thesis You want your payoffs to be higher than your chance of being correct That is all investing is"
X Link 2025-12-09T01:12Z 10.1K followers, XXX engagements