[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.] #  @StockCompil Stock Analysis Compilation Stock Analysis Compilation posts on X about longterm, investment, cash flow, $bldr the most. They currently have XXXXX followers and 2160 posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1693635995265110016/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +36% - X Year XXXXXXXXX +178% ### Mentions: XXX [#](/creator/twitter::1693635995265110016/posts_active)  - X Month XXX -XX% - X Months XXXXX +30% - X Year XXXXX +139% ### Followers: XXXXX [#](/creator/twitter::1693635995265110016/followers)  - X Week XXXXX +0.81% - X Month XXXXX +3.80% - X Months XXXXX +28% - X Year XXXXX +112% ### CreatorRank: XXXXXXX [#](/creator/twitter::1693635995265110016/influencer_rank)  ### Social Influence [#](/creator/twitter::1693635995265110016/influence) --- **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [travel destinations](/list/travel-destinations) [luxury brands](/list/luxury-brands) [social networks](/list/social-networks) [fashion brands](/list/fashion-brands) **Social topic influence** [longterm](/topic/longterm) #91, [investment](/topic/investment), [cash flow](/topic/cash-flow), [$bldr](/topic/$bldr), [ip](/topic/ip), [meituan](/topic/meituan), [automotive](/topic/automotive) #483, [balance sheet](/topic/balance-sheet), [ss](/topic/ss), [debt](/topic/debt) **Top assets mentioned** [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [AhaToken (AHT)](/topic/$aht) [Huntington Ingalls Industries Inc (HII)](/topic/$hii) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [HORIZON KINETICS HOLDING (HKHC)](/topic/horizon-kinetics) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [Lithia Motors, Inc. (LAD)](/topic/$lad) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [Becton Dickinson and Co (BDX)](/topic/becton-dickinson) [Beldex (BDX)](/topic/$bdx) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [United Rentals, Inc. (URI)](/topic/$uri) [Acadia Pharmaceuticals Inc. (ACAD)](/topic/$acad) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Msci Inc (MSCI)](/topic/$msci) [Websea (WBS)](/topic/$wbs) [Webster Financial, Corp. (WBS)](/topic/webster-financial-corp) [Convex Finance (CVX)](/topic/$cvx) [Chevron Corporation (CVX)](/topic/chevron-corp) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Gartner Inc (IT)](/topic/$it) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Applovin Corporation (APP)](/topic/$app) [BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM)](/topic/$bfam) [Metrix Coin (MRX)](/topic/$mrx) [Walton (WTC)](/topic/$wtc) [Lossless (LSS)](/topic/$lss) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [Advance Auto Parts, Inc. (AAP)](/topic/$aap) [Teck Resources Limited (TECK)](/topic/$teck) [Coreto (COR)](/topic/$cor) [Cencora, Inc. (COR)](/topic/cencora) [Quaker Houghton (KWR)](/topic/$kwr) [Stacks (STX)](/topic/$stx) [Seagate Technology Holdings PLC (STX)](/topic/seagate) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Caesars Entertainment, Inc. (CZR)](/topic/$czr) ### Top Social Posts [#](/creator/twitter::1693635995265110016/posts) --- Top posts by engagements in the last XX hours "Polen International Growth on Lonza Group $LONN SW Thesis: Lonza Group is a leading Swiss CDMO that provides essential services for biotech drug development and manufacturing positioned for mid-teens earnings growth over the next five years. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1937231782753058949) 2025-06-23 19:30:23 UTC 7727 followers, 2205 engagements "Alphyn Capital Management on Amazon $AMZN US Thesis: Inc is a self-funded compounding machine with a growing structural edge driven by AWS growth and an expanding advertising business while generating significant free cash flow to support investments in AI and connectivity. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945566712809525584) 2025-07-16 19:30:25 UTC 7727 followers, 1546 engagements "Ennismore Global Equity Fund on Academedia AB $ACAD SS Thesis: Academedia AB is the largest independent education provider in Sweden poised for growth with a strong balance sheet and potential for significant upside as regulatory concerns dissipate. (Extract from their 04'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945174148084334969) 2025-07-15 17:30:31 UTC 7736 followers, 1235 engagements "SVN Capital on KKR $KKR US Thesis: KKR is well-positioned for capital deployment with $XXX billion in dry powder healthy capital raised and growing Adjusted Net Income anticipating a revival in deal markets as macro conditions stabilize. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945506338399719896) 2025-07-16 15:30:31 UTC 7737 followers, 1435 engagements "Longleaf Partners International Fund on Lanxess $LXS GR Thesis: Lanxess is poised for significant upside potential due to strong demand a valuable but undervalued stake in the Envalior JV and upcoming debt reduction opportunities from a guaranteed exit in 2026. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1940040364712239352) 2025-07-01 13:30:41 UTC 7735 followers, 1975 engagements "Baron International Growth on Adyen $ADYEN NA Thesis: Adyen is a Netherlands-based electronic payments platform with a unified technology stack organic growth and strong recurring revenues positioned for significant earnings growth in the expanding digital payment market. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1937171412084462051) 2025-06-23 15:30:30 UTC 7736 followers, 3910 engagements "Horizon Kinetics on LandBridge $LB Thesis: strategic position in the Permian Basin offers a compelling opportunity for IT and AI infrastructure development with significant royalty-type revenue potential (Extract from their Q2 letter link to the full analysis in SAC#57)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1839682156760580441) 2024-09-27 15:03:00 UTC 7728 followers, 2145 engagements "Rothshild&Co LongRun Equity on MSCI $MSCI US Thesis: With unmatched profitability consistent XX% organic growth and masterful capital allocation under a visionary owner-operator MSCI stands out as a rare compounding machine poised for durable high-return expansion. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1942667566087876764) 2025-07-08 19:30:15 UTC 7727 followers, 4051 engagements "Smid Fund on Webster Financial Corporation $WBS US Thesis: Webster is a regional bank with strong fundamentals and an attractive valuation poised for a positive re-rating. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1937865974939619701) 2025-06-25 13:30:26 UTC 7716 followers, 1066 engagements "LRT Capital Management on Chevron Corporation $CVX US Thesis: Chevron Corporation is a premier integrated energy company known for its high-quality assets capital discipline and commitment to shareholder value. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1946291493729124583) 2025-07-18 19:30:27 UTC 7736 followers, 1416 engagements "The London Company on Ally Financial Inc $ALLY US Thesis: Ally Financial Inc is the largest digital-only bank in the U.S. with a strong auto lending position focused on prime borrowers and is well-positioned for future earnings growth and stock buybacks under new leadership. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1925303175415742791) 2025-05-21 21:30:22 UTC 7728 followers, 1557 engagements "Bell Global Equities Fund on Gartner $IT US Thesis: Gartner is a resilient market leader in research and advisory services with strong financials and global reach making it well-positioned for sustained growth. (Extract from their 05'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1944841949741006849) 2025-07-14 19:30:28 UTC 7721 followers, 1493 engagements "SouthernSun on Generac Holdings $GNRC US Thesis: Generacs dominance in standby power strategic readiness for clean energy and undervaluation make it a strong long-term investment opportunity (Extract from their Q3 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1868698099620671538) 2024-12-16 16:42:00 UTC 7727 followers, 13.7K engagements "Longriver Partners Fund on TSMC $TSM US Thesis: TSMC is the indispensable core of the AI compute stack excelling in manufacturing advanced packaging and innovation with unmatched reliability and performance. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1946593472732942577) 2025-07-19 15:30:24 UTC 7736 followers, XXX engagements "Bonhoeffer Fund on Builders First Source $BLDR US Thesis: Builders FirstSources ability to capitalize on fragmented markets with high-margin specialty products gives it strong growth potential in the building sector. (Extract from their Q2 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1846204394167050723) 2024-10-15 15:00:03 UTC 7730 followers, 2444 engagements "Guinness Sustainable Energy on Prysmian $PRY IM Thesis: Prysmian is a global leader in electrical and data cable manufacturing with strong growth potential in the offshore wind industry and a fully booked backlog until 2029 making it an attractive investment opportunity. (Extract from their 05'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1943664152519548975) 2025-07-11 13:30:20 UTC 7721 followers, 1068 engagements "Spree Capital on Blend Labs $BLND US Thesis: Blend Labs is a platform company transforming financial services technology by providing an integrated ecosystem that enhances efficiency and drives value creation in a recovering mortgage market. (Extract from their Q4 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1911532453660852309) 2025-04-13 21:30:26 UTC 7735 followers, 2484 engagements "Clearbridge All Cap Growth Strategy on AppLovin $APP US Thesis: AppLovin is the leading mobile game and app advertising platform with strong growth potential in both mobile marketing and e-commerce advertising poised for significant free cash flow growth as the market recovers. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1935087636214903192) 2025-06-17 21:30:19 UTC 7736 followers, 6085 engagements "Artisan US Mid Cap Growth Strategy on Bright Horizons $BFAM US Thesis: Bright Horizons is a leading childcare solutions provider that helps employers enhance talent retention and productivity while addressing families' work/life challenges with significant growth potential in both its full-service and "back up care" offerings. (Extract from their Q1 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1916485145659400420) 2025-04-27 13:30:39 UTC 7736 followers, 1478 engagements "Night Watch IM on Marex $MRX LN Thesis: Marex is an attractive investment as a leading Futures Commission Merchant that thrives during periods of market volatility capitalizing on increased trading volumes and profitability from wider spreads and interest income on margin calls. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945234508602638542) 2025-07-15 21:30:22 UTC 7720 followers, 1936 engagements "Matrix Asset Advisors on Generac $GNRC US Thesis: Generac is a company focused on providing resilient and sustainable power solutions with strong growth potential due to increasing demand for reliable energy. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1939436320947834949) 2025-06-29 21:30:26 UTC 7736 followers, 2558 engagements "Loomis Sayles International Growth Fund on Wisetech Global $WTC AU Thesis: Wisetech is a dominant leader in the freight forwarding market with strong competitive advantages and significant growth potential currently undervalued in terms of its intrinsic value. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1933577727581331622) 2025-06-13 17:30:29 UTC 7727 followers, 3408 engagements "Ennismore European Smaller Companies Fund on Lectra $LSS FP Thesis: Lectras dominant market position resilient recurring revenue base and growing SaaS transformation amid temporary tariff-driven share weakness present an attractive opportunity for XX% upside as the market re-rates its undervalued high-margin business. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1934332702229975511) 2025-06-15 19:30:29 UTC 7737 followers, 2250 engagements "Montaka on Floor & Decor $FND US Thesis: Floor & Decor is the standout winner in the US hard surface flooring industry consistently gaining market share due to its specialization economies of scale competitive pricing and strategic store rollout amidst a challenging market environment. (Extract from their article)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1944419124743983325) 2025-07-13 15:30:19 UTC 7721 followers, 1617 engagements "TCW Relative Value Mid Cap Fund on Advance Auto Parts $AAP US Thesis: Advance Auto Parts is poised for significant stock appreciation over the next two years through strategic management initiatives and favorable industry dynamics. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1927477523257975176) 2025-05-27 21:30:27 UTC 7729 followers, 1945 engagements "Clearbridge Canadian Equity Strategy on Teck Resources $TECK/B US Thesis: Teck Resources is an attractive investment opportunity due to its transformation into a copper-focused company strong financial position and growing production amid favorable market fundamentals. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1933909884757529062) 2025-06-14 15:30:21 UTC 7727 followers, 1595 engagements "LRT Capital Management on Cencora Inc. $COR US Thesis: Cencora Inc. is a leading pharmaceutical distribution company with a strong competitive advantage in an oligopolistic market providing essential logistics and services that connect manufacturers with healthcare providers ensuring steady recession-proof growth and long-term value creation. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1946563275270897953) 2025-07-19 13:30:24 UTC 7736 followers, XXX engagements "Quercus Fund on Halyk Bank $HSBK KZ Thesis: Halyk is expected to deliver a 30%-33% ROE in 2025 offering significant potential returns through dividends and share appreciation despite being undervalued in the frontier market of Kazakhstan. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1941127498525258148) 2025-07-04 13:30:34 UTC 7727 followers, 2607 engagements "Highwood Value Partners on GetBusy PLC $GETB LN Thesis: GetBusy PLC is a promising small-cap UK productivity software company with a strong position in the tax and accountancy sector net cash assets and potential for significant shareholder returns through the sale of its US division SmartVault. (Extract from their Q4 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1904209406486855898) 2025-03-24 16:31:15 UTC 7730 followers, 2549 engagements "Royce IP on Quaker Houghton $KWR US Thesis: Quaker Houghton is demonstrating resilience and strategic growth through acquisitions effectively navigating challenges in a fluctuating macroeconomic environment while maintaining stable volumes and positioning for future success. (Extract from their article)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1942969576817295589) 2025-07-09 15:30:20 UTC 7736 followers, 1071 engagements "Kerrisdale Capital on Seagate Technology Holdings $STX US Thesis: Seagate Technology is poised for significant growth due to its leadership in hard disk drives benefiting from surging data demand technological advancements with heat-assisted magnetic recording and strong profitability prospects against a backdrop of limited competition. (Extract from their May'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1940402680611938510) 2025-07-02 13:30:24 UTC 7716 followers, 1859 engagements "Tamim Fund Global High Conviction on Kao Corporation $4452 JP Thesis: Kao Corporation is a solid investment opportunity in the consumer staples sector demonstrating strong fundamentals and potential for long-term growth amidst market volatility. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1928202271394820144) 2025-05-29 21:30:20 UTC 7735 followers, 1688 engagements "LRT Capital Management on Alphabet $GOOGL US Thesis: Alphabet commands a near-insurmountable competitive moat through its dominant digital ecosystemanchored by Google Search YouTube and Androidwhile leveraging unrivaled data infrastructure and innovation to drive industry-leading profitability and long-term growth across advertising cloud and emerging technologies. (Extract from their Q2'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945476172067766367) 2025-07-16 13:30:39 UTC 7736 followers, 2334 engagements "JDP Capital on Caesars Entertainment Inc. $CZR US Thesis: Caesars Entertainment (CZR) is poised for significant upside potential with a target price of $80-$90 per share driven by its strong online gaming growth and anticipated $X billion in after-tax free cash flow in 2025. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1927024533648687144) 2025-05-26 15:30:25 UTC 7735 followers, 3367 engagements "Giverny Capital on Ashtead Group $AHT LN Thesis: Ashtead Group is a UK-based equipment rental company primarily operating in the U.S. through Sunbelt Rentals benefiting from a trend toward renting machinery amid skilled labor shortages and increasing pressure to minimize capital expenditures. (Extract from their Q4 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1897716616109912224) 2025-03-06 18:31:13 UTC 7729 followers, 1930 engagements "Royce on AAON $AAON US Thesis: AAON is well-positioned to capitalize on stricter HVAC regulations and the rising demand for cooling in AI-driven data centers leading to substantial market share gains and earnings growth. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1935405150899699861) 2025-06-18 18:32:00 UTC 7715 followers, 1438 engagements "6 short seller reports in this week's newsletter : J Capital on AXT $AXTI Blue Orca Capital on Dayforce $DAY Jehoshaphat Research on Doximity $DOCS Bleecker Street on Sealed Air $SEE White Diamond on Mega Matrix Corp $MPU Spruce Point on WSP Global $WSP Summaries below:"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1776291120588230710) 2024-04-05 16:49:39 UTC 7720 followers, 1050 engagements "Stock Analysis Compilation #37 is in your inbox 🔥: XX free analyses from the best hedge funds newsletters and podcasts including : $AMZN $CDMO $BUR $CLMT $CDLX $CPNG $DPZ $FRMO $DNA $LFCR $MELI $META $NTDOY $NVDA $SAIA $SMP $TSLA $KR $VALE $VIK $XPOF and many more"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1783861086967509463) 2024-04-26 14:10:00 UTC 7735 followers, 2773 engagements "Tamim Fund Global High Conviction on Evonik Industries AG $EVK GY Thesis: Evonik Industries AG is a strong investment opportunity due to its solid performance in specialty chemicals operational efficiencies and attractive valuation despite its growth potential and strategic improvements. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1927719107895468462) 2025-05-28 13:30:25 UTC 7732 followers, 9139 engagements "Rothshild&Co on General Electric $GE US Thesis: General Electric (GE) is well-positioned for highly profitable growth in its commercial aircraft engines segment which dominates the market and offers strong pricing power due to significant barriers to entry and a lucrative aftermarket. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1941912615824900380) 2025-07-06 17:30:21 UTC 7721 followers, 2422 engagements "Giverny Capital on Builders FirstSource $BLDR US Thesis: Builders FirstSource is a leading building products distributor poised for growth due to its efficient services and strong market position despite current obstacles in the housing market. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1929651846324359435) 2025-06-02 21:30:26 UTC 7730 followers, 13.8K engagements "Royce IP on Azelis Group $AZE BB Thesis: Azelis Group is a strong consolidator in the specialty chemicals market with solid fundamentals poised to benefit from industry consolidation (Extract from their Q2 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1825093024684323112) 2024-08-18 08:51:00 UTC 7736 followers, 1600 engagements "Harding Loevner on Meituan $3690 HK Thesis: Meituan is a leading Chinese super-app that has improved its financial performance in 2024 by consolidating its food delivery and local services launching a premium membership to attract cost-conscious users and focusing on optimizing its core businesses amidst economic challenges. (Extract from their Q4 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1900223132629151759) 2025-03-13 16:31:13 UTC 7720 followers, 1348 engagements "Royce IP on Johns Lyng Group $JLG AU Thesis: Johns Lyng Group is an integrated building services company in Australia that specializes in disaster recovery and essential services benefiting from a scalable business model and consistent demand due to climate-related events. (Extract from their article)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1944388953471123625) 2025-07-13 13:30:26 UTC 7727 followers, 1180 engagements "Laughing Water Capital on Vistry Group PLC $VTY LN Thesis: Vistry Group PLC is currently undervalued despite recent setbacks in its transition to a Partnerships model with potential for significant earnings growth in the near future. (Extract from their Q4 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1884967804912148533) 2025-01-30 14:12:00 UTC 7735 followers, 2258 engagements "Cambiar Opportunity Fund on Regeneron Pharmaceuticals $REGN US Thesis: Regeneron is a high-quality biopharmaceutical operator with a strong R&D foundation a robust financial position and a favorable risk/reward opportunity despite a temporary revenue slowdown for its EYLEA product. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1940100655751860279) 2025-07-01 17:30:16 UTC 7721 followers, 3233 engagements "LRT Capital Management on Asbury Automotive Group Inc. $ABG US Thesis: Asbury Automotive Group Inc. is a leading consolidator in the U.S. automotive retail sector leveraging a resilient business model focused on high-margin parts and services strategic acquisitions and innovative digital solutions for sustainable long-term growth. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1946261303170838930) 2025-07-18 17:30:29 UTC 7736 followers, 1138 engagements "Oakmark International Small Cap Fund on Ermenegildo Zegna $ZGN IM Thesis: Ermenegildo Zegna is a luxury fashion house with significant growth potential currently undervalued relative to peers despite recent challenges in its Thom Browne brand. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1930316239131246742) 2025-06-04 17:30:29 UTC 7721 followers, 1354 engagements "Tamim Global High Conviction on Arrow Electronics $ARW US Thesis: Arrow Electronics is a resilient global leader in electronic component distribution and design support strategically positioned to thrive in complex supply chains and generate recurring revenue amid geopolitical and trade challenges. (Extract from their May'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1941157667235344738) 2025-07-04 15:30:27 UTC 7735 followers, 1320 engagements "Liontrust GF Global Innovation Fund on CoreWeave $CRWV US Thesis: CoreWeave is a rapidly growing next-gen cloud provider for generative AI significantly outperforming expectations and securing major enterprise contracts while poised for substantial earnings growth. (Extract from their 05'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1942607224108351889) 2025-07-08 15:30:28 UTC 7727 followers, 4264 engagements "Mayar Capital on Ashtead Group $AHT LN Thesis: Ashtead Group is a leading international equipment rental company with strong unit economics and growth potential particularly in North America where it benefits from increased demand for rental services in various industries. (Extract from their Q4 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1908603282471125219) 2025-04-05 19:30:57 UTC 7731 followers, 2255 engagements "East XX Dynasty Trust on Avation Plc $AVAP LN Thesis: Avation is poised for significant shareholder value enhancement at XXXX per share due to its unique position as the sole publicly listed regional aircraft lessor upcoming debt refinancing growth potential in aircraft leasing and favorable market conditions. (Extract from their Q4'24 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1920139094836879565) 2025-05-07 15:30:09 UTC 7728 followers, 2378 engagements "Macquarie on Epiroc AB $EPIA SS Thesis: Epirocs cutting-edge mining technology and exposure to growing demand for electrification metals offer strong growth potential (Extract from their Q3 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1868622350343712935) 2024-12-16 11:41:00 UTC 7730 followers, 1353 engagements "Pender US Small Mid on Mercury General $MCY US Thesis: Mercury General is poised for a recovery in earnings following recent rate increases despite potential wildfire impacts in early 2025. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1929591436212687102) 2025-06-02 17:30:23 UTC 7729 followers, 1329 engagements "Palm Valley CM on RPC Inc. $RES US Thesis: RPC Inc. is a financially strong energy service company with no debt specializing in pumping and drilling services poised to gain market share despite cyclical industry challenges. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1944872119491268747) 2025-07-14 21:30:21 UTC 7737 followers, 1595 engagements "Night Watch on Camping World $CWH US Thesis: Camping World (CWH) is positioned to benefit from new legislation that makes RV mortgage interest fully tax deductible potentially boosting its market share in a declining industry. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1943301833478349209) 2025-07-10 13:30:36 UTC 7727 followers, 1173 engagements "SVN Capital on Copart $CPRT US Thesis: Copart is the dominant player in the auto salvage duopoly benefiting from industry trends that favor increased vehicle total loss despite recent stock declines attributed to slowing growth and competition for insurance contracts. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1946321697965039970) 2025-07-18 21:30:28 UTC 7736 followers, 1742 engagements "Aristotle Value Equity on Air Products and Chemicals Inc. $APD US Thesis: Air Products and Chemicals Inc. is a leading global supplier of industrial gases with a focus on profitable onsite delivery and clean hydrogen bolstered by a strategic refocus under new leadership and promising megaprojects. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1922041664673112357) 2025-05-12 21:30:17 UTC 7736 followers, 1814 engagements "Night Watch on Haypp $HAYPP SS Thesis: Haypp is the largest e-commerce platform for nicotine pouches benefiting from rapid growth and a strong market position due to advertising restrictions that create a competitive moat. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1944147323971350876) 2025-07-12 21:30:17 UTC 7737 followers, 2485 engagements "TCW Relative Value Large Cap Fund on Intel Corp. $INTC US Thesis: Intel Corp. is poised for a turnaround under new CEO Lip-Bu Tan with a focus on restructuring and innovative products that aim to enhance cash flow and earnings. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1929621665983476002) 2025-06-02 19:30:30 UTC 7727 followers, 2899 engagements "Davis fund on Meituan $3690 HK Thesis: Meituans dominant position in Chinas local services and food delivery markets combined with attractive valuations provides a compelling long-term growth opportunity (Extract from their Q2 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1832721289779515602) 2024-09-08 10:03:00 UTC 7720 followers, 1599 engagements "Palm Valley on Chord Energy $CHRD US Thesis: Chord Energy is an attractively priced exploration and production company with strong cash flow low-cost oil reserves and a solid balance sheet poised for continued dividend payments and stock buybacks. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1943392373016265089) 2025-07-10 19:30:22 UTC 7730 followers, 1460 engagements "Alphyn Capital Management on Kingsway Financial Services $KFS US Thesis: Kingsway Financial Services is a market cap company focused on future acquisition-driven growth facing mixed execution across its portfolio but aiming for increased acquisitions that could significantly expand earnings if managed effectively. (Extract from their Q2'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1946161019023438243) 2025-07-18 10:51:59 UTC 7737 followers, 1250 engagements "Ave Maria Funds on Hermes International $RMS FP Thesis: Herms scarcity-driven strategy ensures resilient demand and long-term brand equity making it a standout in the luxury secto (Extract from their Q3 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1863162373953200595) 2024-12-01 10:05:00 UTC 7729 followers, 1542 engagements "Diamond Hill Large Cap Fund on General Mills $GIS US Thesis: General Mills is a strong food and pet nutrition company adapting to changing consumer behavior by reinvesting in pricing and advertising for long-term brand health. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1940070498924187868) 2025-07-01 15:30:26 UTC 7729 followers, 1241 engagements "The London Company on Corning Inc $GLW US Thesis: Corning Inc (GLW) is a leading manufacturer of specialty glass and optical products that benefits from AI-driven demand and is well-positioned for strong revenue growth through innovation and diversified revenue streams. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1925635352724705534) 2025-05-22 19:30:19 UTC 7729 followers, 1609 engagements "Highwood Value Partners on Protector Forsikring $PROT NO Thesis: Protector Forsikring is a mid-cap Norwegian P&C insurer with strong growth a valuable float from profitable earnings and successful expansion into the UK and upcoming entry into France. (Extract from their Q4 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1902397357725012070) 2025-03-19 16:30:49 UTC 7728 followers, 2489 engagements "Polen US Smid Company Growth on Comfort Systems USA Inc. $FIX US Thesis: Comfort Systems is a leading mechanical electrical and plumbing provider with a strong track record in new construction and a mid-teens earnings growth outlook primarily focused on commercial and industrial markets. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1939677902200545646) 2025-06-30 13:30:24 UTC 7727 followers, 1319 engagements "Tamim Australia All Cap on AI-Media Technologies $AIM AU Thesis: AI Media is transforming from a traditional live captioning business to a scalable SaaS-first AI media solutions provider with significant growth potential driven by its new AI-driven product suite. (Extract from their May'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1940885846569152908) 2025-07-03 21:30:20 UTC 7726 followers, 1378 engagements "Pender Strategic Growth and Income on Lithia Motors $LAD US Thesis: Lithia Motors is a leading North American automotive retailer leveraging dealership acquisitions and a digital platform for long-term growth in a fragmented industry. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1922766465943400675) 2025-05-14 21:30:23 UTC 7731 followers, 1470 engagements "Guinness Greater China on BYD $1211 HK Thesis: BYD is the world's largest electric vehicle company by sales volume holding a XX% market share in China and making significant strides in export markets particularly in Germany and the UK while benefiting from technological leadership and cost advantages. (Extract from their 05'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945113747774722388) 2025-07-15 13:30:30 UTC 7727 followers, 1064 engagements "Artisan Partners on Argenx $ARGX US Thesis: Argenxs Vyvgart presents a significant growth opportunity with blockbuster potential in multiple autoimmune conditions making it a biotech leader to watch. (Extract from their Q2 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1843319876066160701) 2024-10-07 15:58:00 UTC 7721 followers, 1853 engagements "Liontrust GF Global Technology Fund on Cloudflare $NET US Thesis: Cloudflare is a rapidly growing global cloud platform with a vast network that enhances web security and performance showing consistent revenue growth and strong enterprise demand for its services. (Extract from their 05'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1942214643507687877) 2025-07-07 13:30:30 UTC 7716 followers, 1631 engagements "LRT Capital Management on Colliers International Group Inc. $CIGI US Thesis: Colliers International Group Inc. is a premier global leader in commercial real estate services distinguished by its decentralized structure and entrepreneurial culture that fosters local leadership aligning interests with long-term shareholders and promoting disciplined growth through stable high-margin business lines. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945868748063203356) 2025-07-17 15:30:36 UTC 7729 followers, XXX engagements "Brasada on Uber $UBER US Thesis: Uber is a technology-driven marketplace connecting riders drivers restaurants and shippers with a robust business model that benefits from extensive data and dynamic pricing while embracing opportunities in autonomous vehicles for future growth. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1942999808114831380) 2025-07-09 17:30:28 UTC 7726 followers, 2105 engagements "East XX on Fairfax India Holdings $FFXDF: "Monopolistic but regulated high margin volume growth" (Extract from their Q1 letter full letter & analysis in SAC#36)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1782016935296929824) 2024-04-21 12:02:00 UTC 7734 followers, 1239 engagements "Artisan Global Discovery Strategy on Sage $SGE LN Thesis: Sage is a leading software provider for SMBs that is poised for accelerating revenue growth and margin expansion through strategic product innovation and cloud migration. (Extract from their Q4 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1901732844520538426) 2025-03-17 20:30:17 UTC 7720 followers, 1536 engagements "Hardman Johnston on UCB $UCB BB Thesis: UCBs underappreciated pipeline including the standout Bimzelx offers significant upside as investors realize the full potential of its product launches. (Extract from their Q2 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1841761859831042358) 2024-10-03 08:47:00 UTC 7720 followers, 1164 engagements "Kathmandu Capital on Grupo Aeroportuario Centro Norte S.A.B. de C.V. $OMAB US Thesis: Grupo Aeroportuario Centro Norte S.A.B. de C.V. (OMAB.NASDAQ) is a leading Mexican airport operator with a strong cash flow model significant barriers to entry and potential for favorable terms in its upcoming Master Development Program renewal. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1943332061877543127) 2025-07-10 15:30:43 UTC 7735 followers, 1750 engagements "Liontrust GF Global Innovation Fund on Eli Lilly $LLY US Thesis: Eli Lilly is well-positioned for strong returns due to robust financials a growing GLP-1 market and a promising oral GLP-1 portfolio despite recent fluctuations and competition. (Extract from their 05'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1941852218786771383) 2025-07-06 13:30:21 UTC 7720 followers, 3397 engagements "Harding Loevner on Telkom Indonesia $TLKM IJ Short thesis: Dominant telecom leader with a strong competitive edge and growth potential in data services offering premium returns (Extract from their Q1 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1807308086509814265) 2024-06-30 07:00:00 UTC 7730 followers, XX engagements "Pernad Research on $ALRM US Thesis: is a potential long-term winner in the evolving U.S. residential security market with significant growth opportunities and at least XX% upside from current levels. (Extract from their Q4'24 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1920894085390360989) 2025-05-09 17:30:13 UTC 7722 followers, 1337 engagements "Diamond Hill on Huntington Ingalls Industries $HII US Thesis: Huntington Ingalls unique position as a key U.S. Navy supplier ensures long-term demand visibility and growth opportunities (Extract from their Q3 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1872352177932706035) 2024-12-26 18:42:00 UTC 7727 followers, 3313 engagements "Infuse AM on PharmX $PHX AU Thesis: The company is the leading EDI provider for Australian pharmacies with significant growth potential through its marketplace model and strong profit margins. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1940795283635335301) 2025-07-03 15:30:28 UTC 7726 followers, 1615 engagements "Aoris on Atlas Copco $ATCOA: "We expect the business to continue growing profitably at a healthy rate for many years to come" (Extract from their Q1 letter the link to the letter is on Stock Analysis Compilation #37)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1784510616763240921) 2024-04-28 09:11:00 UTC 7734 followers, XXX engagements "Wasatch GI on BellRing Brands $BRBR: "BellRings business is largely resistant to the potential effects of an economic slowdown or recession and stands to benefit from the growing popularity of protein drinks as low-calorie meal replacements" (Extract from their Q4 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1775555106794258459) 2024-04-03 16:05:00 UTC 7727 followers, XXX engagements "Alphyn Capital Management on Cogent Communications Inc. $CCOI US Thesis: Cogent Communications Inc. is poised for significant upside due to its rapid wavelength circuit activation and strong potential cash flow despite current challenges from its Sprint integration. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945596883730088161) 2025-07-16 21:30:19 UTC 7737 followers, 1397 engagements "Kathmandu Capital on ACM Research $ACMR US Thesis: Poised to ride Chinas semiconductor self-sufficiency drive ACM Research offers explosive upside through market share gains valuation arbitrage and a protected U.S. listing that unlocks asymmetric growth potential. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1944751334726549611) 2025-07-14 13:30:24 UTC 7729 followers, 1344 engagements "Bonhoeffer Partners on Vistry Group $VTY: "These proceeds will be used for share repurchases of a more durable stand-alone partnerships business" (Extract from their Q4 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1759152022203589088) 2024-02-18 09:45:00 UTC 7735 followers, 2838 engagements "Appalaches Capital on Lithia Motors $LAD US Thesis: Lithia Motors' strategic acquisitions and focus on high-margin parts and services position it for continued value creation and growth (Extract from their Q2 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1817568946268033101) 2024-07-28 14:33:00 UTC 7729 followers, 5091 engagements "Brasada CM on West Pharmaceutical Services $WST US Thesis: West Pharmaceuticals steep sell-off masks a fundamentally resilient business with irreplaceable components long-term tailwinds in biologics and GLP-1s and a compelling setup for patient investors. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1944117140446920896) 2025-07-12 19:30:20 UTC 7736 followers, 2067 engagements "Meditation Capital on Lottomatica $LTH IM Thesis: Lottomatica is an investment opportunity due to Italy's low online gambling penetration which is expected to grow significantly leading to higher margins and sustainable EBITDA growth. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1932067761447993484) 2025-06-09 13:30:25 UTC 7728 followers, 1541 engagements "Symmetry on Protector Forsikring $PROT NO Thesis: With double-digit premium growth elite investment returns and geographic expansion Protector Forsikring combines compounder credentials with a low valuationoffering rare long-term upside. (Extract from their Q1 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1916968352573956371) 2025-04-28 21:30:45 UTC 7727 followers, 2058 engagements "Oakmark Fund on Marathon Petroleum $MPC US Thesis: Marathon Petroleum is a leading integrated downstream energy company with the largest refining system in the U.S. strong midstream assets a focus on returns for shareholders and an attractive valuation amidst temporary pressure on refining margins. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1938681322588737702) 2025-06-27 19:30:20 UTC 7729 followers, 1374 engagements "Appalaches Capital on ASML Holding $ASML NA Thesis: ASML Holding N.V. is a leading provider of EUV lithography tools with significant pricing power and strong growth prospects while Lam Research Corporation offers critical etch and deposition tools with potential for recovery in the semiconductor industry. (Extract from their Q1 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1915760400819261495) 2025-04-25 13:30:47 UTC 7720 followers, 6102 engagements "LRT Capital Management on Comcast Corporation $CMCSA US Thesis: Comcast Corporation is a dominant media and technology conglomerate with a robust broadband business and a diverse content portfolio strategically positioned for long-term growth. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945898865967702078) 2025-07-17 17:30:17 UTC 7737 followers, 1236 engagements "Generation IM on Agilent Technologies $A US Thesis: Agilent is well-positioned for growth due to its strong market position in analytical instruments resilient recurring revenue streams and emerging demand drivers despite short-term challenges from economic uncertainty. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1928081487246540857) 2025-05-29 13:30:23 UTC 7728 followers, 1312 engagements "Third Point on CoStar Group $CSGP US Thesis: CoStar is positioned for significant growth due to its dominant market share and potential for improved capital allocation despite challenges in its residential real estate expansion. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1925937383314166080) 2025-05-23 15:30:29 UTC 7728 followers, 1611 engagements "Bell Global Equities Fund on Deckers Outdoor Corporation $DECK US Thesis: Deckers Outdoor Corporation is a strong financial performer in the footwear industry that recently became a portfolio addition after a significant decline in share price presenting an opportunity for future gains despite anticipated volatility. (Extract from their 05'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945143935547916453) 2025-07-15 15:30:27 UTC 7736 followers, 2334 engagements "AMG River Road Large Cap Value Select Fund on Becton Dickinson and Company $BDX US Thesis: Becton Dickinson and Company is a diversified medical technology leader with a strong focus on recurring revenue high growth markets and a solid history of dividend increases despite recent underperformance and elevated leverage. (Extract from their Q4 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1903182451779739736) 2025-03-21 20:30:30 UTC 7736 followers, 2479 engagements "Appalaches Capital on Arch Capital $ACGL US Thesis: Arch Capitals disciplined underwriting and long-term incentive model minimize agency costspositioning it as a top-tier insurer trading cheaply despite structural tailwinds and standout profitability. (Extract from their Q1 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1915820752265269469) 2025-04-25 17:30:36 UTC 7727 followers, 2025 engagements "AMG River Road Small Mid Cap Value Fund on Huntington Ingalls Industries Inc. $HII US Thesis: Huntington Ingalls Industries (HII) is America's largest military shipbuilder with a strong backlog low capital intensity and significant revenue visibility currently trading at a XX% discount despite facing near-term challenges. (Extract from their Q4 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1903846886512984363) 2025-03-23 16:30:44 UTC 7727 followers, 2959 engagements "Guinness Greater China on Meituan $3690 HK Thesis: Meituan is China's largest food delivery platform leveraging a strong network of merchants customers and drivers to withstand competitive pressures from and remain a favorable investment despite potential margin pressures. (Extract from their 005'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1944449321589469566) 2025-07-13 17:30:19 UTC 7730 followers, 1233 engagements "Alger Mid Cap Focus Fund on Axon Enterprise $AXON US Thesis: Axon Enterprise is a leading global provider of public safety solutions notably TASER devices video technology and software with strong growth across its segments and established relationships with nearly all U.S. law enforcement agencies. (Extract from their Q4 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1898833951189279046) 2025-03-09 20:31:07 UTC 7736 followers, 2055 engagements "Oakmark International Fund on Flutter Entertainment $FLTR LN Thesis: Flutter Entertainment is well-positioned to capitalize on the growing online gambling market leveraging its leading brands and exceptional management amidst a recent share price dip. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1932188548989428077) 2025-06-09 21:30:23 UTC 7732 followers, 1670 engagements "Guinness Global Innovators on Siemens Healthineers $SHL GR Thesis: Siemens Healthineers is well-positioned to capitalize on global healthcare trends with its strong market leadership in imaging technology and a diverse portfolio backed by recurring revenues and a history of robust growth. (Extract from their Q4 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1900313717771730987) 2025-03-13 22:31:11 UTC 7729 followers, 1543 engagements "Loomis Sayles International Growth Fund on Tencent $0700 HK Thesis: Tencent is well-positioned in the Chinese internet services industry with strong growth prospects that are undervalued in its current share price presenting a compelling investment opportunity. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1932913350498791795) 2025-06-11 21:30:29 UTC 7720 followers, 1329 engagements "Royce IP on Ashtead Technology Holdings $AHT LN Thesis: Ashtead Technology Holdings is a leading provider of rental equipment for offshore oil & gas and wind industries with strong growth prospects and a compelling valuation despite recent share price declines. (Extract from their article)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1943362194319511831) 2025-07-10 17:30:27 UTC 7729 followers, 1344 engagements "Oakmark Global Select Fund on Molina Healthcare $MOH US Thesis: Molina Healthcare is a leading managed care company with strong growth potential in Medicaid and untapped opportunities in Medicare and Marketplace currently available at a discount due to temporary earnings pressure. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1939798682687189337) 2025-06-30 21:30:20 UTC 7736 followers, 2480 engagements "Palm Valley on Papa Johns International $PZZA US Thesis: Papa Johns International is a well-established pizza delivery and carryout restaurant operator that exceeded Q1 2025 expectations leading to a profitable short-term investment for us. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1943694367467717076) 2025-07-11 15:30:23 UTC 7728 followers, 1522 engagements "Baron Health Care Fund on Waters Corporation $WAT US Thesis: Waters Corporation is a leading provider of analytical instruments with a strong market position in biopharmaceutical quality control poised for growth driven by various factors including new regulations and increased demand in multiple sectors. (Extract from their Q1 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1919384327336444339) 2025-05-05 13:30:58 UTC 7720 followers, 1740 engagements "Polen US Smid Company Growth on Construction Partners $Road US Thesis: Construction Partners is a leading paving operator in the Southeast U.S. with strong management vertical integration advantages and significant growth potential through acquisitions and infrastructure projects. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1938711518096331212) 2025-06-27 21:30:20 UTC 7731 followers, 1503 engagements "LRT Capital Management on StoneX Group $SNEX US Thesis: StoneX Group Inc. leverages deep institutional knowledge high-touch service in niche markets and a disciplined growth strategy combining strategic acquisitions and technological innovation to emerge as a critical enduring force in the global financial ecosystem. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945929101761536162) 2025-07-17 19:30:26 UTC 7727 followers, 1146 engagements "Diamond Hill Large Cap Fund on Capital One $COF US Thesis: Capital One is a leading US credit card issuer poised for growth through its acquisition of Discover despite regulatory challenges as its strong technology platform positions it well for competitive card offerings. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1940130858242834832) 2025-07-01 19:30:17 UTC 7727 followers, 2162 engagements "Tamim Global High Conviction on Quanta Services Inc. $PWR US Thesis: Quanta Services is a crucial player in the energy transition providing essential infrastructure services for both renewable and traditional energy sources while benefiting from a booming market and strong financial performance. (Extract from their 04'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1942577162424312045) 2025-07-08 13:31:01 UTC 7728 followers, 1365 engagements "Tamim Global High Conviction on Kajima Corporation $1812 JP Thesis: Kajima Corporation is a uniquely diversified infrastructure and engineering company positioned to capitalize on Japan's infrastructure upgrades and climate resilience projects while offering attractive global exposure and stability in an inflationary environment. (Extract from their May'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1940463040589094969) 2025-07-02 17:30:15 UTC 7737 followers, 1186 engagements "Horos on Morguard REIT $MRT-U CN Thesis: Morguard REIT is a Canadian real estate investment trust trading at a XX% discount to its net asset value with concentrated ownership suggesting a potential takeover bid by main shareholders. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1937141176081006688) 2025-06-23 13:30:21 UTC 7729 followers, 1168 engagements "Ennismore European Smaller Companies Fund on IG Group Plc $IGG LN Thesis: IG Group Plc is a highly profitable UK financial company with a strong global presence in trading financial derivatives expecting continued growth driven by new leadership and a solid business model. (Extract from their Q4 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1895179846344491365) 2025-02-27 18:31:00 UTC 7715 followers, 1362 engagements "Ennismore on Ryanair $RYA LN Thesis: Ryanair's aggressive cost management fleet expansion and market share gains position it for long-term growth offering substantial upside despite current market mispricing (Extract from their June letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1811363809187299444) 2024-07-11 11:36:00 UTC 7729 followers, 1989 engagements "Macquarie Large Cap Growth Fund on IDEXX Laboratories $IDXX US Thesis: IDEXX Laboratories Inc. is an animal health company poised for growth as the demand for veterinary services and diagnostics increases following the pandemic pet boom. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1931342967672803527) 2025-06-07 13:30:20 UTC 7718 followers, 1794 engagements "Lindsell Train on Sysmex $SSMXY US Thesis: Sysmex's dominant market position innovative growth strategies and strong fundamentals make it a resilient and attractive investment (Extract from their Q2 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1818319391299428686) 2024-07-30 16:15:00 UTC 7729 followers, 1553 engagements "Rothschild & Co on Cadence Design Systems $CDNS US Thesis: Cadence is a leading provider of EDA software for semiconductor design positioned for double-digit growth and strong revenue visibility through recurring subscriptions. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1940432862794170845) 2025-07-02 15:30:20 UTC 7736 followers, 2019 engagements "Upslope Capital on Chemring $CHG: (extract from their Q4 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1746175013592420741) 2024-01-13 14:19:00 UTC 7735 followers, XXX engagements "Royce on JBT Corporation $JBT US Thesis: JBT Marel is a leading global provider of food and beverage processing equipment benefiting from stable recurring revenue and strong market drivers despite current customer hesitancy due to tariff uncertainties. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1935451346339090861) 2025-06-18 21:35:34 UTC 7729 followers, 1311 engagements "Longriver on Vistry $VTY: "Managements forty per cent return on capital target looks more and more achievable given the strength of demand faster asset turnover ." (Extract from their Q1 letter the letter and full analysis are on Stock Analysis Compilation #37)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1784565226303795554) 2024-04-28 12:48:00 UTC 7735 followers, 2087 engagements "Munro Global Growth Small Mid Cap Fund on Comfort Systems $FIX US Thesis: Comfort Systems is a leading provider of MEP building systems in the US poised for continued growth driven by strong construction demand and a skilled labor shortage while maintaining a focus on profitability employee retention and successful acquisitions. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1945536536914563485) 2025-07-16 17:30:31 UTC 7728 followers, 1374 engagements "Longleaf on ESR Group $1821 HK Thesis: ESR Group's strategic shift to a capital-light model and decreasing China exposure coupled with a potential privatization offer presents a significant revaluation opportunity (Extract from their Q2 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1821448006639759498) 2024-08-08 07:27:00 UTC 7718 followers, 3675 engagements "Generation IM on Becton Dickinson $BDX US Thesis: Becton Dickinson is a stable US medical device company with a XX% market share delivering consistent revenue growth and viewed as an attractive investment opportunity despite recent underperformance. (Extract from their Q4 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1898773587315601737) 2025-03-09 16:31:15 UTC 7736 followers, 2100 engagements "Baron Focused Growth Fund on IDEXX Laboratories Inc. $IDXX US Thesis: IDEXX Laboratories Inc. is expected to achieve accelerated growth and strong financial performance due to the pandemic-driven increase in pet ownership improved foot traffic and its significant pricing power. (Extract from their Q4 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1891555714121990190) 2025-02-17 18:30:00 UTC 7715 followers, 2085 engagements "LRT Capital Management on Group X Automotive Inc. $GPI US Thesis: Group X Automotive Inc. is a leading international automotive retailer focused on disciplined growth operational excellence and a resilient portfolio of luxury and import brands positioning itself for sustainable long-term growth. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1946231126487392580) 2025-07-18 15:30:34 UTC 7736 followers, XXX engagements "Macquarie Value Fund on CDW Corp. $CDW US Thesis: CDW Corp. is a leading IT solutions provider well-positioned to benefit from device spending AI adoption and a strong capital allocation program amid a favorable valuation. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1931373173196357702) 2025-06-07 15:30:22 UTC 7722 followers, 1340 engagements "Longriver Partners Fund on Hikari $6247 Thesis: Hikari Tsushin the 'Berkshire of Japan offers a rare deep value opportunity trading at just 3x trailing earnings with a portfolio of stable asset-light businesses (Extract from their Q3 letter link to the analysis in SAC#64)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1857696608269513120) 2024-11-16 08:06:00 UTC 7729 followers, 16.9K engagements "Baron International Growth Fund on Meituan $3690 HK Thesis: Meituan is a leading Chinese food delivery platform with over XX% market share and a strong local services super app expected to deliver over XX% compound earnings growth over the next three to four years. (Extract from their Q3 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1879169348226728159) 2025-01-14 14:11:00 UTC 7720 followers, 1523 engagements "CI Australian Equities Fund on Ryman Healthcare $RYM NZ Thesis: Ryman Healthcare is positioned for future growth due to significant management changes and a reset balance sheet despite facing challenges from a recent decline in its business model. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1936114382905180567) 2025-06-20 17:30:14 UTC 7735 followers, 1144 engagements "Night Watch on X-FAB Silicon Foundries $XFAB FP Thesis: X-FAB Silicon Foundries is a promising small-cap analog semiconductor manufacturer heavily tied to the automotive sector currently undervalued with growth potential driven by recent investments and imminent cash returns to shareholders. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1943784952874602658) 2025-07-11 21:30:21 UTC 7721 followers, 1425 engagements "Tamim Fund Global High Conviction on Smiths Group plc $SMIN LN Thesis: Smiths Group plc is a resilient UK industrial technology conglomerate poised for growth due to its strong positions in defense and infrastructure consistent earnings performance and undervaluation relative to its potential. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1926631929522143681) 2025-05-25 13:30:21 UTC 7732 followers, 2543 engagements "Bell Global Emerging Companies Fund on Old Dominion Freight Line $ODFL US Thesis: Old Dominion Freight Line is a high-quality LTL carrier with strong long-term growth potential consistently delivering high returns and gaining market share despite recent challenges. (Extract from their 04'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1944479517927440578) 2025-07-13 19:30:18 UTC 7728 followers, 1830 engagements "Gemway on Xiaomi Corporation $1810 HK Thesis: Xiaomi is a leading global technology company known for its high-quality affordable smartphones and innovative products with ambitions in the electric vehicle market and a strong growth trajectory driven by a vast ecosystem and user base. (Extract from their Q4 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1891858963664154907) 2025-02-18 14:35:00 UTC 7730 followers, 1679 engagements "Ennismore European Smaller Companies Fund on Vetoquinol $VET FP Thesis: Vetoquinol is a fundamentally sound French animal health company with strong growth potential and a current market undervaluation presenting an attractive investment opportunity. (Extract from their 05'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1944026571871789426) 2025-07-12 13:30:27 UTC 7736 followers, 1490 engagements "Diamond Hill Select Fund on Huntington Ingalls Industries $HII US Thesis: Huntington Ingalls is a key defense contractor for the US Navy uniquely positioned for sustained demand and growth over the next decade despite current economic pressures. (Extract from their Q4 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1899558709413425232) 2025-03-11 20:31:03 UTC 7729 followers, 2348 engagements "REQ on Rko $ROKOB SS Thesis: Rko is building a European Berkshire Hathaway through disciplined acquisitions sector-agnostic growth and compounding returnsmaking it a long-term powerhouse just getting started. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1944086942150193573) 2025-07-12 17:30:21 UTC 7736 followers, 3536 engagements "Fiduciary Management on Allegion Public Limited Co. $ALLE US Thesis: Allegion is a leading global provider of security solutions with a strong market position attractive growth potential and currently undervalued stock. (Extract from their Q4'24 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1920531701333151959) 2025-05-08 17:30:14 UTC 7729 followers, 1220 engagements "Conestoga on Paylocity Holding Corp. $PCTY US Thesis: Paylocity Holding Corp. (PCTY) is a leading cloud HCM software provider with strong recurring revenue growth and long-term potential driven by strategic acquisitions and AI-enhanced workflows. (Extract from their Q4 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1896961643805880444) 2025-03-04 16:31:14 UTC 7729 followers, 1191 engagements "Horizon Kinetics on Texas Pacific Land $TPL US Thesis: TPL is a potentially undervalued investment due to unrealized revenues from natural gas production that will increase as pipeline capacity improves. (Extract from their Q4 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1902820086060073094) 2025-03-20 20:30:35 UTC 7715 followers, 4303 engagements "Diamond Hill Long Short Fund on Builders FirstSource $BLDR US Thesis: Builders FirstSource is a high-quality US lumber and building materials distributor that we believe has temporarily faced macroeconomic challenges presenting an attractive investment opportunity. (Extract from their Q4 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1898803757313298537) 2025-03-09 18:31:08 UTC 7729 followers, 2845 engagements "Liontrust GF Global Innovation Fund on Lemonade $LMND US Thesis: Lemonade is revolutionizing the insurance industry through its AI-driven platform achieving significant revenue growth while maintaining flat costs and providing exceptional customer service. (Extract from their 05'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1942637395653923060) 2025-07-08 17:30:22 UTC 7729 followers, 2925 engagements "Bell AM on GMO Payment Gateway $4689 JP Thesis: GMO Payment Gateway is a promising investment opportunity due to its strong growth history and favorable market conditions for cashless payments in Japan. (Extract from their November letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1877641539146625437) 2025-01-10 09:00:02 UTC 7719 followers, 1272 engagements "Liontrust GF Global Dividend Fund on Apollo Global Management $APO US Thesis: Apollo Global Management is well-positioned to capitalize on market volatility and deliver long-term growth through its resilient business model and strategic investments in private credit. (Extract from their 05'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1941973004751196344) 2025-07-06 21:30:19 UTC 7736 followers, 2266 engagements "Guinness Global Equity Income on Haleon $HLN LN Thesis: Haleon is an attractive investment due to its leading market position in consumer health products strong brand portfolio robust cash flow and favorable growth prospects in both developed and emerging markets. (Extract from their 05'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1942244838696497188) 2025-07-07 15:30:29 UTC 7736 followers, 1445 engagements "Diamond Hill Small Mid Cap Fund on Builders FirstSource $BLDR US Thesis: Builders FirstSource is well-positioned to benefit from increasing demand in the construction sector due to a single-family home deficit supported by innovative digital solutions and potential for share buybacks and acquisitions to enhance shareholder value. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1934604477304119497) 2025-06-16 13:30:25 UTC 7730 followers, 2331 engagements "Clearbridge Sustainability Leaders Strategy on United Rentals $URI US Thesis: United Rentals is the largest construction equipment rental company in North America benefiting from a growing market shift towards renting competitive advantages in cost and scale and expected demand driven by U.S. infrastructure investments. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1939345702095568913) 2025-06-29 15:30:21 UTC 7717 followers, 1765 engagements "Artisan Partners on West Pharmaceutical $WST US Thesis: West Pharmaceuticals growth is set to reaccelerate as demand for high-value packaging components driven by new biologics and GLP-1 drugs continues to rise (Extract from their Q2 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1830305118648226023) 2024-09-01 18:02:00 UTC 7727 followers, 1375 engagements "Alphyn Capital Management on Fairfax Financial Holdings Ltd $FFH US Thesis: Fairfax Financial Holdings Ltd is well-positioned for attractive long-term returns due to its disciplined underwriting growing float increased fixed-income yields and strong associate earnings. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1946623686426943644) 2025-07-19 17:30:28 UTC 7736 followers, XXX engagements "Polen US Smid Company Growth on Manhattan Associates $MANH US Thesis: Manhattan Associates is the leading provider of warehouse and distribution center software successfully transitioning to a cloud-based SaaS model that has enhanced its growth potential and created attractive investment opportunities. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1939073907870331146) 2025-06-28 21:30:20 UTC 7715 followers, 3016 engagements "Wedgewood Partners on United Rentals $URI US Thesis: United Rentals is a leading player in the fragmented industrial rental equipment market leveraging strategic acquisitions and a vast geographic footprint to dominate with a XX% market share while benefiting from long-term demand driven by infrastructure needs. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1922736256208756829) 2025-05-14 19:30:20 UTC 7718 followers, 2836 engagements "Alpha Wealth Funds on Rockwell Automation $ROK US Thesis: Rockwell Automation is a leading provider of industrial automation solutions well-positioned to benefit from the trend of reshoring and increased factory automation in the U.S. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1935751995899433419) 2025-06-19 17:30:15 UTC 7727 followers, 1409 engagements "Artisan Partners on CBRE Group $CBRE US Thesis: CBREs leadership in real estate and workforce solutions positions it to benefit from industry recovery and outsourcing trends (Extract from their Q3 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1871987776364982293) 2024-12-25 18:34:00 UTC 7730 followers, 3338 engagements "Greenhaven Road Capital on PAR Technology $PAR US Thesis: PAR Technology is positioned for sustained revenue growth with strong relationships in resilient sectors benefiting from tariff impacts being manageable and a favorable competitive landscape. (Extract from their Q1'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1927447309752598769) 2025-05-27 19:30:23 UTC 7736 followers, 2167 engagements "Tamim Australia All Cap on Straker Limited $STG AU Thesis: Straker Limited is a New Zealand-based company transitioning from traditional services to AI-driven translation tools leveraging its extensive datasets and a crowd-sourced freelancer network with significant growth potential through initiatives like Swift Bridge AI in Japan and a focus on partnership development. (Extract from their 05'25 letter)"  [@StockCompil](/creator/x/StockCompil) on [X](/post/tweet/1942275009310777751) 2025-07-07 17:30:22 UTC 7736 followers, 1322 engagements
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@StockCompil Stock Analysis Compilation
Stock Analysis Compilation posts on X about longterm, investment, cash flow, $bldr the most. They currently have XXXXX followers and 2160 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 +36%
- X Year XXXXXXXXX +178%
Mentions: XXX #
- X Month XXX -XX%
- X Months XXXXX +30%
- X Year XXXXX +139%
Followers: XXXXX #
- X Week XXXXX +0.81%
- X Month XXXXX +3.80%
- X Months XXXXX +28%
- X Year XXXXX +112%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks finance cryptocurrencies countries technology brands automotive brands travel destinations luxury brands social networks fashion brands
Social topic influence longterm #91, investment, cash flow, $bldr, ip, meituan, automotive #483, balance sheet, ss, debt
Top assets mentioned Builders FirstSource, Inc. (BLDR) AhaToken (AHT) Huntington Ingalls Industries Inc (HII) Amazon.com, Inc. (AMZN) HORIZON KINETICS HOLDING (HKHC) Generac Holdings Inc. (GNRC) Comfort Systems USA, Inc. (FIX) Lithia Motors, Inc. (LAD) West Pharmaceutical Services Inc. (WST) Becton Dickinson and Co (BDX) Beldex (BDX) IDEXX Laboratories, Inc. (IDXX) United Rentals, Inc. (URI) Acadia Pharmaceuticals Inc. (ACAD) KKR & Co, Inc. (KKR) Msci Inc (MSCI) Websea (WBS) Webster Financial, Corp. (WBS) Convex Finance (CVX) Chevron Corporation (CVX) Ally Financial, Inc. (ALLY) Gartner Inc (IT) Taiwan Semiconductor (TSM) Applovin Corporation (APP) BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) Metrix Coin (MRX) Walton (WTC) Lossless (LSS) Floor & Decor Holdings, Inc. (FND) Advance Auto Parts, Inc. (AAP) Teck Resources Limited (TECK) Coreto (COR) Cencora, Inc. (COR) Quaker Houghton (KWR) Stacks (STX) Seagate Technology Holdings PLC (STX) Alphabet Inc Class A (GOOGL) Caesars Entertainment, Inc. (CZR)
Top Social Posts #
Top posts by engagements in the last XX hours
"Polen International Growth on Lonza Group $LONN SW Thesis: Lonza Group is a leading Swiss CDMO that provides essential services for biotech drug development and manufacturing positioned for mid-teens earnings growth over the next five years. (Extract from their Q1'25 letter)"
@StockCompil on X 2025-06-23 19:30:23 UTC 7727 followers, 2205 engagements
"Alphyn Capital Management on Amazon $AMZN US Thesis: Inc is a self-funded compounding machine with a growing structural edge driven by AWS growth and an expanding advertising business while generating significant free cash flow to support investments in AI and connectivity. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-16 19:30:25 UTC 7727 followers, 1546 engagements
"Ennismore Global Equity Fund on Academedia AB $ACAD SS Thesis: Academedia AB is the largest independent education provider in Sweden poised for growth with a strong balance sheet and potential for significant upside as regulatory concerns dissipate. (Extract from their 04'25 letter)" @StockCompil on X 2025-07-15 17:30:31 UTC 7736 followers, 1235 engagements
"SVN Capital on KKR $KKR US Thesis: KKR is well-positioned for capital deployment with $XXX billion in dry powder healthy capital raised and growing Adjusted Net Income anticipating a revival in deal markets as macro conditions stabilize. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-16 15:30:31 UTC 7737 followers, 1435 engagements
"Longleaf Partners International Fund on Lanxess $LXS GR Thesis: Lanxess is poised for significant upside potential due to strong demand a valuable but undervalued stake in the Envalior JV and upcoming debt reduction opportunities from a guaranteed exit in 2026. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-01 13:30:41 UTC 7735 followers, 1975 engagements
"Baron International Growth on Adyen $ADYEN NA Thesis: Adyen is a Netherlands-based electronic payments platform with a unified technology stack organic growth and strong recurring revenues positioned for significant earnings growth in the expanding digital payment market. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-23 15:30:30 UTC 7736 followers, 3910 engagements
"Horizon Kinetics on LandBridge $LB Thesis: strategic position in the Permian Basin offers a compelling opportunity for IT and AI infrastructure development with significant royalty-type revenue potential (Extract from their Q2 letter link to the full analysis in SAC#57)" @StockCompil on X 2024-09-27 15:03:00 UTC 7728 followers, 2145 engagements
"Rothshild&Co LongRun Equity on MSCI $MSCI US Thesis: With unmatched profitability consistent XX% organic growth and masterful capital allocation under a visionary owner-operator MSCI stands out as a rare compounding machine poised for durable high-return expansion. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-08 19:30:15 UTC 7727 followers, 4051 engagements
"Smid Fund on Webster Financial Corporation $WBS US Thesis: Webster is a regional bank with strong fundamentals and an attractive valuation poised for a positive re-rating. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-25 13:30:26 UTC 7716 followers, 1066 engagements
"LRT Capital Management on Chevron Corporation $CVX US Thesis: Chevron Corporation is a premier integrated energy company known for its high-quality assets capital discipline and commitment to shareholder value. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-18 19:30:27 UTC 7736 followers, 1416 engagements
"The London Company on Ally Financial Inc $ALLY US Thesis: Ally Financial Inc is the largest digital-only bank in the U.S. with a strong auto lending position focused on prime borrowers and is well-positioned for future earnings growth and stock buybacks under new leadership. (Extract from their Q1'25 letter)" @StockCompil on X 2025-05-21 21:30:22 UTC 7728 followers, 1557 engagements
"Bell Global Equities Fund on Gartner $IT US Thesis: Gartner is a resilient market leader in research and advisory services with strong financials and global reach making it well-positioned for sustained growth. (Extract from their 05'25 letter)" @StockCompil on X 2025-07-14 19:30:28 UTC 7721 followers, 1493 engagements
"SouthernSun on Generac Holdings $GNRC US Thesis: Generacs dominance in standby power strategic readiness for clean energy and undervaluation make it a strong long-term investment opportunity (Extract from their Q3 letter)" @StockCompil on X 2024-12-16 16:42:00 UTC 7727 followers, 13.7K engagements
"Longriver Partners Fund on TSMC $TSM US Thesis: TSMC is the indispensable core of the AI compute stack excelling in manufacturing advanced packaging and innovation with unmatched reliability and performance. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-19 15:30:24 UTC 7736 followers, XXX engagements
"Bonhoeffer Fund on Builders First Source $BLDR US Thesis: Builders FirstSources ability to capitalize on fragmented markets with high-margin specialty products gives it strong growth potential in the building sector. (Extract from their Q2 letter)" @StockCompil on X 2024-10-15 15:00:03 UTC 7730 followers, 2444 engagements
"Guinness Sustainable Energy on Prysmian $PRY IM Thesis: Prysmian is a global leader in electrical and data cable manufacturing with strong growth potential in the offshore wind industry and a fully booked backlog until 2029 making it an attractive investment opportunity. (Extract from their 05'25 letter)" @StockCompil on X 2025-07-11 13:30:20 UTC 7721 followers, 1068 engagements
"Spree Capital on Blend Labs $BLND US Thesis: Blend Labs is a platform company transforming financial services technology by providing an integrated ecosystem that enhances efficiency and drives value creation in a recovering mortgage market. (Extract from their Q4 letter)" @StockCompil on X 2025-04-13 21:30:26 UTC 7735 followers, 2484 engagements
"Clearbridge All Cap Growth Strategy on AppLovin $APP US Thesis: AppLovin is the leading mobile game and app advertising platform with strong growth potential in both mobile marketing and e-commerce advertising poised for significant free cash flow growth as the market recovers. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-17 21:30:19 UTC 7736 followers, 6085 engagements
"Artisan US Mid Cap Growth Strategy on Bright Horizons $BFAM US Thesis: Bright Horizons is a leading childcare solutions provider that helps employers enhance talent retention and productivity while addressing families' work/life challenges with significant growth potential in both its full-service and "back up care" offerings. (Extract from their Q1 letter)" @StockCompil on X 2025-04-27 13:30:39 UTC 7736 followers, 1478 engagements
"Night Watch IM on Marex $MRX LN Thesis: Marex is an attractive investment as a leading Futures Commission Merchant that thrives during periods of market volatility capitalizing on increased trading volumes and profitability from wider spreads and interest income on margin calls. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-15 21:30:22 UTC 7720 followers, 1936 engagements
"Matrix Asset Advisors on Generac $GNRC US Thesis: Generac is a company focused on providing resilient and sustainable power solutions with strong growth potential due to increasing demand for reliable energy. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-29 21:30:26 UTC 7736 followers, 2558 engagements
"Loomis Sayles International Growth Fund on Wisetech Global $WTC AU Thesis: Wisetech is a dominant leader in the freight forwarding market with strong competitive advantages and significant growth potential currently undervalued in terms of its intrinsic value. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-13 17:30:29 UTC 7727 followers, 3408 engagements
"Ennismore European Smaller Companies Fund on Lectra $LSS FP Thesis: Lectras dominant market position resilient recurring revenue base and growing SaaS transformation amid temporary tariff-driven share weakness present an attractive opportunity for XX% upside as the market re-rates its undervalued high-margin business. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-15 19:30:29 UTC 7737 followers, 2250 engagements
"Montaka on Floor & Decor $FND US Thesis: Floor & Decor is the standout winner in the US hard surface flooring industry consistently gaining market share due to its specialization economies of scale competitive pricing and strategic store rollout amidst a challenging market environment. (Extract from their article)" @StockCompil on X 2025-07-13 15:30:19 UTC 7721 followers, 1617 engagements
"TCW Relative Value Mid Cap Fund on Advance Auto Parts $AAP US Thesis: Advance Auto Parts is poised for significant stock appreciation over the next two years through strategic management initiatives and favorable industry dynamics. (Extract from their Q1'25 letter)" @StockCompil on X 2025-05-27 21:30:27 UTC 7729 followers, 1945 engagements
"Clearbridge Canadian Equity Strategy on Teck Resources $TECK/B US Thesis: Teck Resources is an attractive investment opportunity due to its transformation into a copper-focused company strong financial position and growing production amid favorable market fundamentals. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-14 15:30:21 UTC 7727 followers, 1595 engagements
"LRT Capital Management on Cencora Inc. $COR US Thesis: Cencora Inc. is a leading pharmaceutical distribution company with a strong competitive advantage in an oligopolistic market providing essential logistics and services that connect manufacturers with healthcare providers ensuring steady recession-proof growth and long-term value creation. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-19 13:30:24 UTC 7736 followers, XXX engagements
"Quercus Fund on Halyk Bank $HSBK KZ Thesis: Halyk is expected to deliver a 30%-33% ROE in 2025 offering significant potential returns through dividends and share appreciation despite being undervalued in the frontier market of Kazakhstan. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-04 13:30:34 UTC 7727 followers, 2607 engagements
"Highwood Value Partners on GetBusy PLC $GETB LN Thesis: GetBusy PLC is a promising small-cap UK productivity software company with a strong position in the tax and accountancy sector net cash assets and potential for significant shareholder returns through the sale of its US division SmartVault. (Extract from their Q4 letter)" @StockCompil on X 2025-03-24 16:31:15 UTC 7730 followers, 2549 engagements
"Royce IP on Quaker Houghton $KWR US Thesis: Quaker Houghton is demonstrating resilience and strategic growth through acquisitions effectively navigating challenges in a fluctuating macroeconomic environment while maintaining stable volumes and positioning for future success. (Extract from their article)" @StockCompil on X 2025-07-09 15:30:20 UTC 7736 followers, 1071 engagements
"Kerrisdale Capital on Seagate Technology Holdings $STX US Thesis: Seagate Technology is poised for significant growth due to its leadership in hard disk drives benefiting from surging data demand technological advancements with heat-assisted magnetic recording and strong profitability prospects against a backdrop of limited competition. (Extract from their May'25 letter)" @StockCompil on X 2025-07-02 13:30:24 UTC 7716 followers, 1859 engagements
"Tamim Fund Global High Conviction on Kao Corporation $4452 JP Thesis: Kao Corporation is a solid investment opportunity in the consumer staples sector demonstrating strong fundamentals and potential for long-term growth amidst market volatility. (Extract from their Q1'25 letter)" @StockCompil on X 2025-05-29 21:30:20 UTC 7735 followers, 1688 engagements
"LRT Capital Management on Alphabet $GOOGL US Thesis: Alphabet commands a near-insurmountable competitive moat through its dominant digital ecosystemanchored by Google Search YouTube and Androidwhile leveraging unrivaled data infrastructure and innovation to drive industry-leading profitability and long-term growth across advertising cloud and emerging technologies. (Extract from their Q2'25 letter)" @StockCompil on X 2025-07-16 13:30:39 UTC 7736 followers, 2334 engagements
"JDP Capital on Caesars Entertainment Inc. $CZR US Thesis: Caesars Entertainment (CZR) is poised for significant upside potential with a target price of $80-$90 per share driven by its strong online gaming growth and anticipated $X billion in after-tax free cash flow in 2025. (Extract from their Q1'25 letter)" @StockCompil on X 2025-05-26 15:30:25 UTC 7735 followers, 3367 engagements
"Giverny Capital on Ashtead Group $AHT LN Thesis: Ashtead Group is a UK-based equipment rental company primarily operating in the U.S. through Sunbelt Rentals benefiting from a trend toward renting machinery amid skilled labor shortages and increasing pressure to minimize capital expenditures. (Extract from their Q4 letter)" @StockCompil on X 2025-03-06 18:31:13 UTC 7729 followers, 1930 engagements
"Royce on AAON $AAON US Thesis: AAON is well-positioned to capitalize on stricter HVAC regulations and the rising demand for cooling in AI-driven data centers leading to substantial market share gains and earnings growth. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-18 18:32:00 UTC 7715 followers, 1438 engagements
"6 short seller reports in this week's newsletter : J Capital on AXT $AXTI Blue Orca Capital on Dayforce $DAY Jehoshaphat Research on Doximity $DOCS Bleecker Street on Sealed Air $SEE White Diamond on Mega Matrix Corp $MPU Spruce Point on WSP Global $WSP Summaries below:" @StockCompil on X 2024-04-05 16:49:39 UTC 7720 followers, 1050 engagements
"Stock Analysis Compilation #37 is in your inbox 🔥: XX free analyses from the best hedge funds newsletters and podcasts including : $AMZN $CDMO $BUR $CLMT $CDLX $CPNG $DPZ $FRMO $DNA $LFCR $MELI $META $NTDOY $NVDA $SAIA $SMP $TSLA $KR $VALE $VIK $XPOF and many more" @StockCompil on X 2024-04-26 14:10:00 UTC 7735 followers, 2773 engagements
"Tamim Fund Global High Conviction on Evonik Industries AG $EVK GY Thesis: Evonik Industries AG is a strong investment opportunity due to its solid performance in specialty chemicals operational efficiencies and attractive valuation despite its growth potential and strategic improvements. (Extract from their Q1'25 letter)" @StockCompil on X 2025-05-28 13:30:25 UTC 7732 followers, 9139 engagements
"Rothshild&Co on General Electric $GE US Thesis: General Electric (GE) is well-positioned for highly profitable growth in its commercial aircraft engines segment which dominates the market and offers strong pricing power due to significant barriers to entry and a lucrative aftermarket. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-06 17:30:21 UTC 7721 followers, 2422 engagements
"Giverny Capital on Builders FirstSource $BLDR US Thesis: Builders FirstSource is a leading building products distributor poised for growth due to its efficient services and strong market position despite current obstacles in the housing market. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-02 21:30:26 UTC 7730 followers, 13.8K engagements
"Royce IP on Azelis Group $AZE BB Thesis: Azelis Group is a strong consolidator in the specialty chemicals market with solid fundamentals poised to benefit from industry consolidation (Extract from their Q2 letter)" @StockCompil on X 2024-08-18 08:51:00 UTC 7736 followers, 1600 engagements
"Harding Loevner on Meituan $3690 HK Thesis: Meituan is a leading Chinese super-app that has improved its financial performance in 2024 by consolidating its food delivery and local services launching a premium membership to attract cost-conscious users and focusing on optimizing its core businesses amidst economic challenges. (Extract from their Q4 letter)" @StockCompil on X 2025-03-13 16:31:13 UTC 7720 followers, 1348 engagements
"Royce IP on Johns Lyng Group $JLG AU Thesis: Johns Lyng Group is an integrated building services company in Australia that specializes in disaster recovery and essential services benefiting from a scalable business model and consistent demand due to climate-related events. (Extract from their article)" @StockCompil on X 2025-07-13 13:30:26 UTC 7727 followers, 1180 engagements
"Laughing Water Capital on Vistry Group PLC $VTY LN Thesis: Vistry Group PLC is currently undervalued despite recent setbacks in its transition to a Partnerships model with potential for significant earnings growth in the near future. (Extract from their Q4 letter)" @StockCompil on X 2025-01-30 14:12:00 UTC 7735 followers, 2258 engagements
"Cambiar Opportunity Fund on Regeneron Pharmaceuticals $REGN US Thesis: Regeneron is a high-quality biopharmaceutical operator with a strong R&D foundation a robust financial position and a favorable risk/reward opportunity despite a temporary revenue slowdown for its EYLEA product. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-01 17:30:16 UTC 7721 followers, 3233 engagements
"LRT Capital Management on Asbury Automotive Group Inc. $ABG US Thesis: Asbury Automotive Group Inc. is a leading consolidator in the U.S. automotive retail sector leveraging a resilient business model focused on high-margin parts and services strategic acquisitions and innovative digital solutions for sustainable long-term growth. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-18 17:30:29 UTC 7736 followers, 1138 engagements
"Oakmark International Small Cap Fund on Ermenegildo Zegna $ZGN IM Thesis: Ermenegildo Zegna is a luxury fashion house with significant growth potential currently undervalued relative to peers despite recent challenges in its Thom Browne brand. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-04 17:30:29 UTC 7721 followers, 1354 engagements
"Tamim Global High Conviction on Arrow Electronics $ARW US Thesis: Arrow Electronics is a resilient global leader in electronic component distribution and design support strategically positioned to thrive in complex supply chains and generate recurring revenue amid geopolitical and trade challenges. (Extract from their May'25 letter)" @StockCompil on X 2025-07-04 15:30:27 UTC 7735 followers, 1320 engagements
"Liontrust GF Global Innovation Fund on CoreWeave $CRWV US Thesis: CoreWeave is a rapidly growing next-gen cloud provider for generative AI significantly outperforming expectations and securing major enterprise contracts while poised for substantial earnings growth. (Extract from their 05'25 letter)" @StockCompil on X 2025-07-08 15:30:28 UTC 7727 followers, 4264 engagements
"Mayar Capital on Ashtead Group $AHT LN Thesis: Ashtead Group is a leading international equipment rental company with strong unit economics and growth potential particularly in North America where it benefits from increased demand for rental services in various industries. (Extract from their Q4 letter)" @StockCompil on X 2025-04-05 19:30:57 UTC 7731 followers, 2255 engagements
"East XX Dynasty Trust on Avation Plc $AVAP LN Thesis: Avation is poised for significant shareholder value enhancement at XXXX per share due to its unique position as the sole publicly listed regional aircraft lessor upcoming debt refinancing growth potential in aircraft leasing and favorable market conditions. (Extract from their Q4'24 letter)" @StockCompil on X 2025-05-07 15:30:09 UTC 7728 followers, 2378 engagements
"Macquarie on Epiroc AB $EPIA SS Thesis: Epirocs cutting-edge mining technology and exposure to growing demand for electrification metals offer strong growth potential (Extract from their Q3 letter)" @StockCompil on X 2024-12-16 11:41:00 UTC 7730 followers, 1353 engagements
"Pender US Small Mid on Mercury General $MCY US Thesis: Mercury General is poised for a recovery in earnings following recent rate increases despite potential wildfire impacts in early 2025. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-02 17:30:23 UTC 7729 followers, 1329 engagements
"Palm Valley CM on RPC Inc. $RES US Thesis: RPC Inc. is a financially strong energy service company with no debt specializing in pumping and drilling services poised to gain market share despite cyclical industry challenges. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-14 21:30:21 UTC 7737 followers, 1595 engagements
"Night Watch on Camping World $CWH US Thesis: Camping World (CWH) is positioned to benefit from new legislation that makes RV mortgage interest fully tax deductible potentially boosting its market share in a declining industry. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-10 13:30:36 UTC 7727 followers, 1173 engagements
"SVN Capital on Copart $CPRT US Thesis: Copart is the dominant player in the auto salvage duopoly benefiting from industry trends that favor increased vehicle total loss despite recent stock declines attributed to slowing growth and competition for insurance contracts. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-18 21:30:28 UTC 7736 followers, 1742 engagements
"Aristotle Value Equity on Air Products and Chemicals Inc. $APD US Thesis: Air Products and Chemicals Inc. is a leading global supplier of industrial gases with a focus on profitable onsite delivery and clean hydrogen bolstered by a strategic refocus under new leadership and promising megaprojects. (Extract from their Q1'25 letter)" @StockCompil on X 2025-05-12 21:30:17 UTC 7736 followers, 1814 engagements
"Night Watch on Haypp $HAYPP SS Thesis: Haypp is the largest e-commerce platform for nicotine pouches benefiting from rapid growth and a strong market position due to advertising restrictions that create a competitive moat. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-12 21:30:17 UTC 7737 followers, 2485 engagements
"TCW Relative Value Large Cap Fund on Intel Corp. $INTC US Thesis: Intel Corp. is poised for a turnaround under new CEO Lip-Bu Tan with a focus on restructuring and innovative products that aim to enhance cash flow and earnings. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-02 19:30:30 UTC 7727 followers, 2899 engagements
"Davis fund on Meituan $3690 HK Thesis: Meituans dominant position in Chinas local services and food delivery markets combined with attractive valuations provides a compelling long-term growth opportunity (Extract from their Q2 letter)" @StockCompil on X 2024-09-08 10:03:00 UTC 7720 followers, 1599 engagements
"Palm Valley on Chord Energy $CHRD US Thesis: Chord Energy is an attractively priced exploration and production company with strong cash flow low-cost oil reserves and a solid balance sheet poised for continued dividend payments and stock buybacks. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-10 19:30:22 UTC 7730 followers, 1460 engagements
"Alphyn Capital Management on Kingsway Financial Services $KFS US Thesis: Kingsway Financial Services is a market cap company focused on future acquisition-driven growth facing mixed execution across its portfolio but aiming for increased acquisitions that could significantly expand earnings if managed effectively. (Extract from their Q2'25 letter)" @StockCompil on X 2025-07-18 10:51:59 UTC 7737 followers, 1250 engagements
"Ave Maria Funds on Hermes International $RMS FP Thesis: Herms scarcity-driven strategy ensures resilient demand and long-term brand equity making it a standout in the luxury secto (Extract from their Q3 letter)" @StockCompil on X 2024-12-01 10:05:00 UTC 7729 followers, 1542 engagements
"Diamond Hill Large Cap Fund on General Mills $GIS US Thesis: General Mills is a strong food and pet nutrition company adapting to changing consumer behavior by reinvesting in pricing and advertising for long-term brand health. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-01 15:30:26 UTC 7729 followers, 1241 engagements
"The London Company on Corning Inc $GLW US Thesis: Corning Inc (GLW) is a leading manufacturer of specialty glass and optical products that benefits from AI-driven demand and is well-positioned for strong revenue growth through innovation and diversified revenue streams. (Extract from their Q1'25 letter)" @StockCompil on X 2025-05-22 19:30:19 UTC 7729 followers, 1609 engagements
"Highwood Value Partners on Protector Forsikring $PROT NO Thesis: Protector Forsikring is a mid-cap Norwegian P&C insurer with strong growth a valuable float from profitable earnings and successful expansion into the UK and upcoming entry into France. (Extract from their Q4 letter)" @StockCompil on X 2025-03-19 16:30:49 UTC 7728 followers, 2489 engagements
"Polen US Smid Company Growth on Comfort Systems USA Inc. $FIX US Thesis: Comfort Systems is a leading mechanical electrical and plumbing provider with a strong track record in new construction and a mid-teens earnings growth outlook primarily focused on commercial and industrial markets. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-30 13:30:24 UTC 7727 followers, 1319 engagements
"Tamim Australia All Cap on AI-Media Technologies $AIM AU Thesis: AI Media is transforming from a traditional live captioning business to a scalable SaaS-first AI media solutions provider with significant growth potential driven by its new AI-driven product suite. (Extract from their May'25 letter)" @StockCompil on X 2025-07-03 21:30:20 UTC 7726 followers, 1378 engagements
"Pender Strategic Growth and Income on Lithia Motors $LAD US Thesis: Lithia Motors is a leading North American automotive retailer leveraging dealership acquisitions and a digital platform for long-term growth in a fragmented industry. (Extract from their Q1'25 letter)" @StockCompil on X 2025-05-14 21:30:23 UTC 7731 followers, 1470 engagements
"Guinness Greater China on BYD $1211 HK Thesis: BYD is the world's largest electric vehicle company by sales volume holding a XX% market share in China and making significant strides in export markets particularly in Germany and the UK while benefiting from technological leadership and cost advantages. (Extract from their 05'25 letter)" @StockCompil on X 2025-07-15 13:30:30 UTC 7727 followers, 1064 engagements
"Artisan Partners on Argenx $ARGX US Thesis: Argenxs Vyvgart presents a significant growth opportunity with blockbuster potential in multiple autoimmune conditions making it a biotech leader to watch. (Extract from their Q2 letter)" @StockCompil on X 2024-10-07 15:58:00 UTC 7721 followers, 1853 engagements
"Liontrust GF Global Technology Fund on Cloudflare $NET US Thesis: Cloudflare is a rapidly growing global cloud platform with a vast network that enhances web security and performance showing consistent revenue growth and strong enterprise demand for its services. (Extract from their 05'25 letter)" @StockCompil on X 2025-07-07 13:30:30 UTC 7716 followers, 1631 engagements
"LRT Capital Management on Colliers International Group Inc. $CIGI US Thesis: Colliers International Group Inc. is a premier global leader in commercial real estate services distinguished by its decentralized structure and entrepreneurial culture that fosters local leadership aligning interests with long-term shareholders and promoting disciplined growth through stable high-margin business lines. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-17 15:30:36 UTC 7729 followers, XXX engagements
"Brasada on Uber $UBER US Thesis: Uber is a technology-driven marketplace connecting riders drivers restaurants and shippers with a robust business model that benefits from extensive data and dynamic pricing while embracing opportunities in autonomous vehicles for future growth. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-09 17:30:28 UTC 7726 followers, 2105 engagements
"East XX on Fairfax India Holdings $FFXDF: "Monopolistic but regulated high margin volume growth" (Extract from their Q1 letter full letter & analysis in SAC#36)" @StockCompil on X 2024-04-21 12:02:00 UTC 7734 followers, 1239 engagements
"Artisan Global Discovery Strategy on Sage $SGE LN Thesis: Sage is a leading software provider for SMBs that is poised for accelerating revenue growth and margin expansion through strategic product innovation and cloud migration. (Extract from their Q4 letter)" @StockCompil on X 2025-03-17 20:30:17 UTC 7720 followers, 1536 engagements
"Hardman Johnston on UCB $UCB BB Thesis: UCBs underappreciated pipeline including the standout Bimzelx offers significant upside as investors realize the full potential of its product launches. (Extract from their Q2 letter)" @StockCompil on X 2024-10-03 08:47:00 UTC 7720 followers, 1164 engagements
"Kathmandu Capital on Grupo Aeroportuario Centro Norte S.A.B. de C.V. $OMAB US Thesis: Grupo Aeroportuario Centro Norte S.A.B. de C.V. (OMAB.NASDAQ) is a leading Mexican airport operator with a strong cash flow model significant barriers to entry and potential for favorable terms in its upcoming Master Development Program renewal. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-10 15:30:43 UTC 7735 followers, 1750 engagements
"Liontrust GF Global Innovation Fund on Eli Lilly $LLY US Thesis: Eli Lilly is well-positioned for strong returns due to robust financials a growing GLP-1 market and a promising oral GLP-1 portfolio despite recent fluctuations and competition. (Extract from their 05'25 letter)" @StockCompil on X 2025-07-06 13:30:21 UTC 7720 followers, 3397 engagements
"Harding Loevner on Telkom Indonesia $TLKM IJ Short thesis: Dominant telecom leader with a strong competitive edge and growth potential in data services offering premium returns (Extract from their Q1 letter)" @StockCompil on X 2024-06-30 07:00:00 UTC 7730 followers, XX engagements
"Pernad Research on $ALRM US Thesis: is a potential long-term winner in the evolving U.S. residential security market with significant growth opportunities and at least XX% upside from current levels. (Extract from their Q4'24 letter)" @StockCompil on X 2025-05-09 17:30:13 UTC 7722 followers, 1337 engagements
"Diamond Hill on Huntington Ingalls Industries $HII US Thesis: Huntington Ingalls unique position as a key U.S. Navy supplier ensures long-term demand visibility and growth opportunities (Extract from their Q3 letter)" @StockCompil on X 2024-12-26 18:42:00 UTC 7727 followers, 3313 engagements
"Infuse AM on PharmX $PHX AU Thesis: The company is the leading EDI provider for Australian pharmacies with significant growth potential through its marketplace model and strong profit margins. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-03 15:30:28 UTC 7726 followers, 1615 engagements
"Aoris on Atlas Copco $ATCOA: "We expect the business to continue growing profitably at a healthy rate for many years to come" (Extract from their Q1 letter the link to the letter is on Stock Analysis Compilation #37)" @StockCompil on X 2024-04-28 09:11:00 UTC 7734 followers, XXX engagements
"Wasatch GI on BellRing Brands $BRBR: "BellRings business is largely resistant to the potential effects of an economic slowdown or recession and stands to benefit from the growing popularity of protein drinks as low-calorie meal replacements" (Extract from their Q4 letter)" @StockCompil on X 2024-04-03 16:05:00 UTC 7727 followers, XXX engagements
"Alphyn Capital Management on Cogent Communications Inc. $CCOI US Thesis: Cogent Communications Inc. is poised for significant upside due to its rapid wavelength circuit activation and strong potential cash flow despite current challenges from its Sprint integration. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-16 21:30:19 UTC 7737 followers, 1397 engagements
"Kathmandu Capital on ACM Research $ACMR US Thesis: Poised to ride Chinas semiconductor self-sufficiency drive ACM Research offers explosive upside through market share gains valuation arbitrage and a protected U.S. listing that unlocks asymmetric growth potential. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-14 13:30:24 UTC 7729 followers, 1344 engagements
"Bonhoeffer Partners on Vistry Group $VTY: "These proceeds will be used for share repurchases of a more durable stand-alone partnerships business" (Extract from their Q4 letter)" @StockCompil on X 2024-02-18 09:45:00 UTC 7735 followers, 2838 engagements
"Appalaches Capital on Lithia Motors $LAD US Thesis: Lithia Motors' strategic acquisitions and focus on high-margin parts and services position it for continued value creation and growth (Extract from their Q2 letter)" @StockCompil on X 2024-07-28 14:33:00 UTC 7729 followers, 5091 engagements
"Brasada CM on West Pharmaceutical Services $WST US Thesis: West Pharmaceuticals steep sell-off masks a fundamentally resilient business with irreplaceable components long-term tailwinds in biologics and GLP-1s and a compelling setup for patient investors. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-12 19:30:20 UTC 7736 followers, 2067 engagements
"Meditation Capital on Lottomatica $LTH IM Thesis: Lottomatica is an investment opportunity due to Italy's low online gambling penetration which is expected to grow significantly leading to higher margins and sustainable EBITDA growth. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-09 13:30:25 UTC 7728 followers, 1541 engagements
"Symmetry on Protector Forsikring $PROT NO Thesis: With double-digit premium growth elite investment returns and geographic expansion Protector Forsikring combines compounder credentials with a low valuationoffering rare long-term upside. (Extract from their Q1 letter)" @StockCompil on X 2025-04-28 21:30:45 UTC 7727 followers, 2058 engagements
"Oakmark Fund on Marathon Petroleum $MPC US Thesis: Marathon Petroleum is a leading integrated downstream energy company with the largest refining system in the U.S. strong midstream assets a focus on returns for shareholders and an attractive valuation amidst temporary pressure on refining margins. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-27 19:30:20 UTC 7729 followers, 1374 engagements
"Appalaches Capital on ASML Holding $ASML NA Thesis: ASML Holding N.V. is a leading provider of EUV lithography tools with significant pricing power and strong growth prospects while Lam Research Corporation offers critical etch and deposition tools with potential for recovery in the semiconductor industry. (Extract from their Q1 letter)" @StockCompil on X 2025-04-25 13:30:47 UTC 7720 followers, 6102 engagements
"LRT Capital Management on Comcast Corporation $CMCSA US Thesis: Comcast Corporation is a dominant media and technology conglomerate with a robust broadband business and a diverse content portfolio strategically positioned for long-term growth. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-17 17:30:17 UTC 7737 followers, 1236 engagements
"Generation IM on Agilent Technologies $A US Thesis: Agilent is well-positioned for growth due to its strong market position in analytical instruments resilient recurring revenue streams and emerging demand drivers despite short-term challenges from economic uncertainty. (Extract from their Q1'25 letter)" @StockCompil on X 2025-05-29 13:30:23 UTC 7728 followers, 1312 engagements
"Third Point on CoStar Group $CSGP US Thesis: CoStar is positioned for significant growth due to its dominant market share and potential for improved capital allocation despite challenges in its residential real estate expansion. (Extract from their Q1'25 letter)" @StockCompil on X 2025-05-23 15:30:29 UTC 7728 followers, 1611 engagements
"Bell Global Equities Fund on Deckers Outdoor Corporation $DECK US Thesis: Deckers Outdoor Corporation is a strong financial performer in the footwear industry that recently became a portfolio addition after a significant decline in share price presenting an opportunity for future gains despite anticipated volatility. (Extract from their 05'25 letter)" @StockCompil on X 2025-07-15 15:30:27 UTC 7736 followers, 2334 engagements
"AMG River Road Large Cap Value Select Fund on Becton Dickinson and Company $BDX US Thesis: Becton Dickinson and Company is a diversified medical technology leader with a strong focus on recurring revenue high growth markets and a solid history of dividend increases despite recent underperformance and elevated leverage. (Extract from their Q4 letter)" @StockCompil on X 2025-03-21 20:30:30 UTC 7736 followers, 2479 engagements
"Appalaches Capital on Arch Capital $ACGL US Thesis: Arch Capitals disciplined underwriting and long-term incentive model minimize agency costspositioning it as a top-tier insurer trading cheaply despite structural tailwinds and standout profitability. (Extract from their Q1 letter)" @StockCompil on X 2025-04-25 17:30:36 UTC 7727 followers, 2025 engagements
"AMG River Road Small Mid Cap Value Fund on Huntington Ingalls Industries Inc. $HII US Thesis: Huntington Ingalls Industries (HII) is America's largest military shipbuilder with a strong backlog low capital intensity and significant revenue visibility currently trading at a XX% discount despite facing near-term challenges. (Extract from their Q4 letter)" @StockCompil on X 2025-03-23 16:30:44 UTC 7727 followers, 2959 engagements
"Guinness Greater China on Meituan $3690 HK Thesis: Meituan is China's largest food delivery platform leveraging a strong network of merchants customers and drivers to withstand competitive pressures from and remain a favorable investment despite potential margin pressures. (Extract from their 005'25 letter)" @StockCompil on X 2025-07-13 17:30:19 UTC 7730 followers, 1233 engagements
"Alger Mid Cap Focus Fund on Axon Enterprise $AXON US Thesis: Axon Enterprise is a leading global provider of public safety solutions notably TASER devices video technology and software with strong growth across its segments and established relationships with nearly all U.S. law enforcement agencies. (Extract from their Q4 letter)" @StockCompil on X 2025-03-09 20:31:07 UTC 7736 followers, 2055 engagements
"Oakmark International Fund on Flutter Entertainment $FLTR LN Thesis: Flutter Entertainment is well-positioned to capitalize on the growing online gambling market leveraging its leading brands and exceptional management amidst a recent share price dip. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-09 21:30:23 UTC 7732 followers, 1670 engagements
"Guinness Global Innovators on Siemens Healthineers $SHL GR Thesis: Siemens Healthineers is well-positioned to capitalize on global healthcare trends with its strong market leadership in imaging technology and a diverse portfolio backed by recurring revenues and a history of robust growth. (Extract from their Q4 letter)" @StockCompil on X 2025-03-13 22:31:11 UTC 7729 followers, 1543 engagements
"Loomis Sayles International Growth Fund on Tencent $0700 HK Thesis: Tencent is well-positioned in the Chinese internet services industry with strong growth prospects that are undervalued in its current share price presenting a compelling investment opportunity. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-11 21:30:29 UTC 7720 followers, 1329 engagements
"Royce IP on Ashtead Technology Holdings $AHT LN Thesis: Ashtead Technology Holdings is a leading provider of rental equipment for offshore oil & gas and wind industries with strong growth prospects and a compelling valuation despite recent share price declines. (Extract from their article)" @StockCompil on X 2025-07-10 17:30:27 UTC 7729 followers, 1344 engagements
"Oakmark Global Select Fund on Molina Healthcare $MOH US Thesis: Molina Healthcare is a leading managed care company with strong growth potential in Medicaid and untapped opportunities in Medicare and Marketplace currently available at a discount due to temporary earnings pressure. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-30 21:30:20 UTC 7736 followers, 2480 engagements
"Palm Valley on Papa Johns International $PZZA US Thesis: Papa Johns International is a well-established pizza delivery and carryout restaurant operator that exceeded Q1 2025 expectations leading to a profitable short-term investment for us. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-11 15:30:23 UTC 7728 followers, 1522 engagements
"Baron Health Care Fund on Waters Corporation $WAT US Thesis: Waters Corporation is a leading provider of analytical instruments with a strong market position in biopharmaceutical quality control poised for growth driven by various factors including new regulations and increased demand in multiple sectors. (Extract from their Q1 letter)" @StockCompil on X 2025-05-05 13:30:58 UTC 7720 followers, 1740 engagements
"Polen US Smid Company Growth on Construction Partners $Road US Thesis: Construction Partners is a leading paving operator in the Southeast U.S. with strong management vertical integration advantages and significant growth potential through acquisitions and infrastructure projects. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-27 21:30:20 UTC 7731 followers, 1503 engagements
"LRT Capital Management on StoneX Group $SNEX US Thesis: StoneX Group Inc. leverages deep institutional knowledge high-touch service in niche markets and a disciplined growth strategy combining strategic acquisitions and technological innovation to emerge as a critical enduring force in the global financial ecosystem. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-17 19:30:26 UTC 7727 followers, 1146 engagements
"Diamond Hill Large Cap Fund on Capital One $COF US Thesis: Capital One is a leading US credit card issuer poised for growth through its acquisition of Discover despite regulatory challenges as its strong technology platform positions it well for competitive card offerings. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-01 19:30:17 UTC 7727 followers, 2162 engagements
"Tamim Global High Conviction on Quanta Services Inc. $PWR US Thesis: Quanta Services is a crucial player in the energy transition providing essential infrastructure services for both renewable and traditional energy sources while benefiting from a booming market and strong financial performance. (Extract from their 04'25 letter)" @StockCompil on X 2025-07-08 13:31:01 UTC 7728 followers, 1365 engagements
"Tamim Global High Conviction on Kajima Corporation $1812 JP Thesis: Kajima Corporation is a uniquely diversified infrastructure and engineering company positioned to capitalize on Japan's infrastructure upgrades and climate resilience projects while offering attractive global exposure and stability in an inflationary environment. (Extract from their May'25 letter)" @StockCompil on X 2025-07-02 17:30:15 UTC 7737 followers, 1186 engagements
"Horos on Morguard REIT $MRT-U CN Thesis: Morguard REIT is a Canadian real estate investment trust trading at a XX% discount to its net asset value with concentrated ownership suggesting a potential takeover bid by main shareholders. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-23 13:30:21 UTC 7729 followers, 1168 engagements
"Ennismore European Smaller Companies Fund on IG Group Plc $IGG LN Thesis: IG Group Plc is a highly profitable UK financial company with a strong global presence in trading financial derivatives expecting continued growth driven by new leadership and a solid business model. (Extract from their Q4 letter)" @StockCompil on X 2025-02-27 18:31:00 UTC 7715 followers, 1362 engagements
"Ennismore on Ryanair $RYA LN Thesis: Ryanair's aggressive cost management fleet expansion and market share gains position it for long-term growth offering substantial upside despite current market mispricing (Extract from their June letter)" @StockCompil on X 2024-07-11 11:36:00 UTC 7729 followers, 1989 engagements
"Macquarie Large Cap Growth Fund on IDEXX Laboratories $IDXX US Thesis: IDEXX Laboratories Inc. is an animal health company poised for growth as the demand for veterinary services and diagnostics increases following the pandemic pet boom. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-07 13:30:20 UTC 7718 followers, 1794 engagements
"Lindsell Train on Sysmex $SSMXY US Thesis: Sysmex's dominant market position innovative growth strategies and strong fundamentals make it a resilient and attractive investment (Extract from their Q2 letter)" @StockCompil on X 2024-07-30 16:15:00 UTC 7729 followers, 1553 engagements
"Rothschild & Co on Cadence Design Systems $CDNS US Thesis: Cadence is a leading provider of EDA software for semiconductor design positioned for double-digit growth and strong revenue visibility through recurring subscriptions. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-02 15:30:20 UTC 7736 followers, 2019 engagements
"Upslope Capital on Chemring $CHG: (extract from their Q4 letter)" @StockCompil on X 2024-01-13 14:19:00 UTC 7735 followers, XXX engagements
"Royce on JBT Corporation $JBT US Thesis: JBT Marel is a leading global provider of food and beverage processing equipment benefiting from stable recurring revenue and strong market drivers despite current customer hesitancy due to tariff uncertainties. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-18 21:35:34 UTC 7729 followers, 1311 engagements
"Longriver on Vistry $VTY: "Managements forty per cent return on capital target looks more and more achievable given the strength of demand faster asset turnover ." (Extract from their Q1 letter the letter and full analysis are on Stock Analysis Compilation #37)" @StockCompil on X 2024-04-28 12:48:00 UTC 7735 followers, 2087 engagements
"Munro Global Growth Small Mid Cap Fund on Comfort Systems $FIX US Thesis: Comfort Systems is a leading provider of MEP building systems in the US poised for continued growth driven by strong construction demand and a skilled labor shortage while maintaining a focus on profitability employee retention and successful acquisitions. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-16 17:30:31 UTC 7728 followers, 1374 engagements
"Longleaf on ESR Group $1821 HK Thesis: ESR Group's strategic shift to a capital-light model and decreasing China exposure coupled with a potential privatization offer presents a significant revaluation opportunity (Extract from their Q2 letter)" @StockCompil on X 2024-08-08 07:27:00 UTC 7718 followers, 3675 engagements
"Generation IM on Becton Dickinson $BDX US Thesis: Becton Dickinson is a stable US medical device company with a XX% market share delivering consistent revenue growth and viewed as an attractive investment opportunity despite recent underperformance. (Extract from their Q4 letter)" @StockCompil on X 2025-03-09 16:31:15 UTC 7736 followers, 2100 engagements
"Baron Focused Growth Fund on IDEXX Laboratories Inc. $IDXX US Thesis: IDEXX Laboratories Inc. is expected to achieve accelerated growth and strong financial performance due to the pandemic-driven increase in pet ownership improved foot traffic and its significant pricing power. (Extract from their Q4 letter)" @StockCompil on X 2025-02-17 18:30:00 UTC 7715 followers, 2085 engagements
"LRT Capital Management on Group X Automotive Inc. $GPI US Thesis: Group X Automotive Inc. is a leading international automotive retailer focused on disciplined growth operational excellence and a resilient portfolio of luxury and import brands positioning itself for sustainable long-term growth. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-18 15:30:34 UTC 7736 followers, XXX engagements
"Macquarie Value Fund on CDW Corp. $CDW US Thesis: CDW Corp. is a leading IT solutions provider well-positioned to benefit from device spending AI adoption and a strong capital allocation program amid a favorable valuation. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-07 15:30:22 UTC 7722 followers, 1340 engagements
"Longriver Partners Fund on Hikari $6247 Thesis: Hikari Tsushin the 'Berkshire of Japan offers a rare deep value opportunity trading at just 3x trailing earnings with a portfolio of stable asset-light businesses (Extract from their Q3 letter link to the analysis in SAC#64)" @StockCompil on X 2024-11-16 08:06:00 UTC 7729 followers, 16.9K engagements
"Baron International Growth Fund on Meituan $3690 HK Thesis: Meituan is a leading Chinese food delivery platform with over XX% market share and a strong local services super app expected to deliver over XX% compound earnings growth over the next three to four years. (Extract from their Q3 letter)" @StockCompil on X 2025-01-14 14:11:00 UTC 7720 followers, 1523 engagements
"CI Australian Equities Fund on Ryman Healthcare $RYM NZ Thesis: Ryman Healthcare is positioned for future growth due to significant management changes and a reset balance sheet despite facing challenges from a recent decline in its business model. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-20 17:30:14 UTC 7735 followers, 1144 engagements
"Night Watch on X-FAB Silicon Foundries $XFAB FP Thesis: X-FAB Silicon Foundries is a promising small-cap analog semiconductor manufacturer heavily tied to the automotive sector currently undervalued with growth potential driven by recent investments and imminent cash returns to shareholders. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-11 21:30:21 UTC 7721 followers, 1425 engagements
"Tamim Fund Global High Conviction on Smiths Group plc $SMIN LN Thesis: Smiths Group plc is a resilient UK industrial technology conglomerate poised for growth due to its strong positions in defense and infrastructure consistent earnings performance and undervaluation relative to its potential. (Extract from their Q1'25 letter)" @StockCompil on X 2025-05-25 13:30:21 UTC 7732 followers, 2543 engagements
"Bell Global Emerging Companies Fund on Old Dominion Freight Line $ODFL US Thesis: Old Dominion Freight Line is a high-quality LTL carrier with strong long-term growth potential consistently delivering high returns and gaining market share despite recent challenges. (Extract from their 04'25 letter)" @StockCompil on X 2025-07-13 19:30:18 UTC 7728 followers, 1830 engagements
"Gemway on Xiaomi Corporation $1810 HK Thesis: Xiaomi is a leading global technology company known for its high-quality affordable smartphones and innovative products with ambitions in the electric vehicle market and a strong growth trajectory driven by a vast ecosystem and user base. (Extract from their Q4 letter)" @StockCompil on X 2025-02-18 14:35:00 UTC 7730 followers, 1679 engagements
"Ennismore European Smaller Companies Fund on Vetoquinol $VET FP Thesis: Vetoquinol is a fundamentally sound French animal health company with strong growth potential and a current market undervaluation presenting an attractive investment opportunity. (Extract from their 05'25 letter)" @StockCompil on X 2025-07-12 13:30:27 UTC 7736 followers, 1490 engagements
"Diamond Hill Select Fund on Huntington Ingalls Industries $HII US Thesis: Huntington Ingalls is a key defense contractor for the US Navy uniquely positioned for sustained demand and growth over the next decade despite current economic pressures. (Extract from their Q4 letter)" @StockCompil on X 2025-03-11 20:31:03 UTC 7729 followers, 2348 engagements
"REQ on Rko $ROKOB SS Thesis: Rko is building a European Berkshire Hathaway through disciplined acquisitions sector-agnostic growth and compounding returnsmaking it a long-term powerhouse just getting started. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-12 17:30:21 UTC 7736 followers, 3536 engagements
"Fiduciary Management on Allegion Public Limited Co. $ALLE US Thesis: Allegion is a leading global provider of security solutions with a strong market position attractive growth potential and currently undervalued stock. (Extract from their Q4'24 letter)" @StockCompil on X 2025-05-08 17:30:14 UTC 7729 followers, 1220 engagements
"Conestoga on Paylocity Holding Corp. $PCTY US Thesis: Paylocity Holding Corp. (PCTY) is a leading cloud HCM software provider with strong recurring revenue growth and long-term potential driven by strategic acquisitions and AI-enhanced workflows. (Extract from their Q4 letter)" @StockCompil on X 2025-03-04 16:31:14 UTC 7729 followers, 1191 engagements
"Horizon Kinetics on Texas Pacific Land $TPL US Thesis: TPL is a potentially undervalued investment due to unrealized revenues from natural gas production that will increase as pipeline capacity improves. (Extract from their Q4 letter)" @StockCompil on X 2025-03-20 20:30:35 UTC 7715 followers, 4303 engagements
"Diamond Hill Long Short Fund on Builders FirstSource $BLDR US Thesis: Builders FirstSource is a high-quality US lumber and building materials distributor that we believe has temporarily faced macroeconomic challenges presenting an attractive investment opportunity. (Extract from their Q4 letter)" @StockCompil on X 2025-03-09 18:31:08 UTC 7729 followers, 2845 engagements
"Liontrust GF Global Innovation Fund on Lemonade $LMND US Thesis: Lemonade is revolutionizing the insurance industry through its AI-driven platform achieving significant revenue growth while maintaining flat costs and providing exceptional customer service. (Extract from their 05'25 letter)" @StockCompil on X 2025-07-08 17:30:22 UTC 7729 followers, 2925 engagements
"Bell AM on GMO Payment Gateway $4689 JP Thesis: GMO Payment Gateway is a promising investment opportunity due to its strong growth history and favorable market conditions for cashless payments in Japan. (Extract from their November letter)" @StockCompil on X 2025-01-10 09:00:02 UTC 7719 followers, 1272 engagements
"Liontrust GF Global Dividend Fund on Apollo Global Management $APO US Thesis: Apollo Global Management is well-positioned to capitalize on market volatility and deliver long-term growth through its resilient business model and strategic investments in private credit. (Extract from their 05'25 letter)" @StockCompil on X 2025-07-06 21:30:19 UTC 7736 followers, 2266 engagements
"Guinness Global Equity Income on Haleon $HLN LN Thesis: Haleon is an attractive investment due to its leading market position in consumer health products strong brand portfolio robust cash flow and favorable growth prospects in both developed and emerging markets. (Extract from their 05'25 letter)" @StockCompil on X 2025-07-07 15:30:29 UTC 7736 followers, 1445 engagements
"Diamond Hill Small Mid Cap Fund on Builders FirstSource $BLDR US Thesis: Builders FirstSource is well-positioned to benefit from increasing demand in the construction sector due to a single-family home deficit supported by innovative digital solutions and potential for share buybacks and acquisitions to enhance shareholder value. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-16 13:30:25 UTC 7730 followers, 2331 engagements
"Clearbridge Sustainability Leaders Strategy on United Rentals $URI US Thesis: United Rentals is the largest construction equipment rental company in North America benefiting from a growing market shift towards renting competitive advantages in cost and scale and expected demand driven by U.S. infrastructure investments. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-29 15:30:21 UTC 7717 followers, 1765 engagements
"Artisan Partners on West Pharmaceutical $WST US Thesis: West Pharmaceuticals growth is set to reaccelerate as demand for high-value packaging components driven by new biologics and GLP-1 drugs continues to rise (Extract from their Q2 letter)" @StockCompil on X 2024-09-01 18:02:00 UTC 7727 followers, 1375 engagements
"Alphyn Capital Management on Fairfax Financial Holdings Ltd $FFH US Thesis: Fairfax Financial Holdings Ltd is well-positioned for attractive long-term returns due to its disciplined underwriting growing float increased fixed-income yields and strong associate earnings. (Extract from their Q1'25 letter)" @StockCompil on X 2025-07-19 17:30:28 UTC 7736 followers, XXX engagements
"Polen US Smid Company Growth on Manhattan Associates $MANH US Thesis: Manhattan Associates is the leading provider of warehouse and distribution center software successfully transitioning to a cloud-based SaaS model that has enhanced its growth potential and created attractive investment opportunities. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-28 21:30:20 UTC 7715 followers, 3016 engagements
"Wedgewood Partners on United Rentals $URI US Thesis: United Rentals is a leading player in the fragmented industrial rental equipment market leveraging strategic acquisitions and a vast geographic footprint to dominate with a XX% market share while benefiting from long-term demand driven by infrastructure needs. (Extract from their Q1'25 letter)" @StockCompil on X 2025-05-14 19:30:20 UTC 7718 followers, 2836 engagements
"Alpha Wealth Funds on Rockwell Automation $ROK US Thesis: Rockwell Automation is a leading provider of industrial automation solutions well-positioned to benefit from the trend of reshoring and increased factory automation in the U.S. (Extract from their Q1'25 letter)" @StockCompil on X 2025-06-19 17:30:15 UTC 7727 followers, 1409 engagements
"Artisan Partners on CBRE Group $CBRE US Thesis: CBREs leadership in real estate and workforce solutions positions it to benefit from industry recovery and outsourcing trends (Extract from their Q3 letter)" @StockCompil on X 2024-12-25 18:34:00 UTC 7730 followers, 3338 engagements
"Greenhaven Road Capital on PAR Technology $PAR US Thesis: PAR Technology is positioned for sustained revenue growth with strong relationships in resilient sectors benefiting from tariff impacts being manageable and a favorable competitive landscape. (Extract from their Q1'25 letter)" @StockCompil on X 2025-05-27 19:30:23 UTC 7736 followers, 2167 engagements
"Tamim Australia All Cap on Straker Limited $STG AU Thesis: Straker Limited is a New Zealand-based company transitioning from traditional services to AI-driven translation tools leveraging its extensive datasets and a crowd-sourced freelancer network with significant growth potential through initiatives like Swift Bridge AI in Japan and a focus on partnership development. (Extract from their 05'25 letter)" @StockCompil on X 2025-07-07 17:30:22 UTC 7736 followers, 1322 engagements