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# ![@StockCompil Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1693635995265110016.png) @StockCompil Stock Analysis Compilation

Several investment funds and analysts have shared their insights on various stocks, highlighting growth potential, strong market positions, and favorable trends. These stocks span multiple industries, including technology, healthcare, finance, and consumer goods. The analyses emphasize factors such as innovative business models, leadership changes, and shifts in market trends that could impact future performance.

### Engagements: XXXXX [#](/creator/twitter::1693635995265110016/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1693635995265110016/c:line/m:interactions.svg)

- X Week XXXXXX -XXXX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +17%
- X Year XXXXXXXXX +51%

### Mentions: XXX [#](/creator/twitter::1693635995265110016/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1693635995265110016/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX +30%
- X Year XXXXX +60%

### Followers: XXXXX [#](/creator/twitter::1693635995265110016/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1693635995265110016/c:line/m:followers.svg)

- X Week XXXXX +0.26%
- X Month XXXXX +2.10%
- X Months XXXXX +26%
- X Year XXXXX +69%

### CreatorRank: XXXXXXX [#](/creator/twitter::1693635995265110016/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1693635995265110016/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands)  [travel destinations](/list/travel-destinations)  [currencies](/list/currencies) 

**Social topic influence**
[strong](/topic/strong) #2049, [investment](/topic/investment) #2051, [longterm](/topic/longterm) #521, [ai](/topic/ai), [bio](/topic/bio) #2281, [cash flow](/topic/cash-flow) #154, [flow](/topic/flow) #2526, [business](/topic/business), [link](/topic/link) #2131, [emerging markets](/topic/emerging-markets) #6

**Top accounts mentioned or mentioned by**
[@valuedontlie](/creator/undefined) [@arnytrezzi](/creator/undefined) [@parthenoscap](/creator/undefined) [@mikefritzell](/creator/undefined) [@nujmis](/creator/undefined) [@citronresearch](/creator/undefined) [@siyul](/creator/undefined) [@monopolyman](/creator/undefined) [@blondesnmoney](/creator/undefined) [@creditjunk](/creator/undefined) [@fcompounders](/creator/undefined) [@gabcasla](/creator/undefined) [@onebeggar](/creator/undefined) [@vidudii](/creator/undefined) [@irrationalmrkts](/creator/undefined) [@horusholdings](/creator/undefined) [@joshdannett](/creator/undefined) [@evfcfaddict](/creator/undefined) [@ajbpowell](/creator/undefined) [@dannyocean555](/creator/undefined)

**Top assets mentioned**
[Walton (WTC)](/topic/$wtc) [AhaToken (AHT)](/topic/$aht) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [Deckers Outdoor, Corp. (DECK)](/topic/deckers-outdoor-corp) [AbbVie Inc (ABBV)](/topic/$abbv) [Ameriprise Financial, Inc. (AMP)](/topic/ameriprise) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [AMP Token (AMP)](/topic/$amp) [Teledyne Technologies Incorporated (TDY)](/topic/$tdy) [BNBOFLEGENDS (BOL)](/topic/$bol) [Parachute (PAR)](/topic/$par) [Amphenol Corporation (APH)](/topic/amphenol) [RealFevr (FEVR)](/topic/$fevr) [Zimmer Biomet Holdings Inc (ZBH)](/topic/$zbh) [Microsoft Corp. (MSFT)](/topic/microsoft) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Atkore Inc. (ATKR)](/topic/$atkr) [Arcellx, Inc. Common Stock (ACLX)](/topic/$aclx) [Icon Plc (ICLR)](/topic/$iclr) [CRESCENT POINT ENERGY CORP. (CPG)](/topic/$cpg) [myDID (SYL)](/topic/$syl) [Wise (WISE)](/topic/$wise) [Golar LNG Ltd (GLNG)](/topic/$glng) [RIBBIT (RBT)](/topic/$rbt) [Waystar Holding Corp. Common Stock (WAY)](/topic/$way) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [The Macerich Company (MAC)](/topic/$mac) [Natera, Inc. Common Stock (NTRA)](/topic/$ntra) [ACoconut (AC)](/topic/$ac) [UnitedHealth Group (UNH)](/topic/$unh) [GLOBUS MEDICAL INC (GMED)](/topic/$gmed) [PoSciDonDAO (SCI)](/topic/$sci) [JAMES HARDIE INDUSTRIES plc. (JHX)](/topic/$jhx) [The AZEK Company Inc. (AZEK)](/topic/$azek) [Sociedad Quimica y Minera de Chile SA (SQM)](/topic/$sqm)
### Top Social Posts
Top posts by engagements in the last XX hours

"Harris Oakmark US Large Value Strategy on Zimmer Biomet $ZBH US Thesis: Zimmer Biomet is a leading orthopedic medical device company poised for growth due to favorable market trends and operational improvements that are currently undervalued. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1968065023953002894)  2025-09-16T21:30Z 9354 followers, 1655 engagements


"Montaka on Tencent $0700 HK Thesis: Tencent is a powerful blend of Meta and Microsoft leveraging its WeChat ecosystem and AI capabilities to drive sustainable revenue and earnings growth in various markets. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1982454844767043939)  2025-10-26T14:30Z 9353 followers, 1485 engagements


"Alphyn Capital Management on Brookfield Corporation $BAM US Thesis: Brookfield Corporation is positioned for substantial growth with a XX% annualized target in distributable earnings per share by 2030 supported by robust capital inflows and strategic investments in essential infrastructure including AI and renewable energy. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1988283233532785066)  2025-11-11T16:30Z 9353 followers, 2091 engagements


"The London Company on Atkore Inc. $ATKR US Thesis: Atkore Inc (ATKR) is a leading player in the electrical conduit market with a XX% share benefiting from scale advantages strong cash flow improved margins and a focus on share repurchases and acquisitions. (Extract from their Q1'25 letter)"  
[X Link](https://x.com/StockCompil/status/1924548204864864514)  2025-05-19T19:30Z 9354 followers, 2322 engagements


"Langdon on Aritzia $ATZAF: "With the bulk of its investments approaching the rear-view mirror profitability and cash flow is set to recover and inventory levels have recently normalized to healthier levels" (Extract from their Q4 letter)"  
[X Link](https://x.com/StockCompil/status/1776977478851911932)  2024-04-07T14:17Z 9352 followers, XXX engagements


"Baron Health Care Fund on Arcellx Inc. $ACLX US Thesis: Arcellx Inc. is a biotechnology company well positioned to capture a significant share of the $XX billion multiple myeloma cell therapy market offering a competitive treatment with fewer risks and potential manufacturing advantages through its partnership with Gilead. (Extract from their Q4 letter)"  
[X Link](https://x.com/StockCompil/status/1891949056601076217)  2025-02-18T20:33Z 9352 followers, 1895 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)"  
[X Link](https://x.com/StockCompil/status/1933577727581331622)  2025-06-13T17:30Z 9352 followers, 3587 engagements


"Harris Oakmark Concentrated Strategy on ICON PLC $ICLR US Thesis: ICON PLC is a leading contract research organization that presents a buying opportunity due to its low earnings multiple and potential for recovery in biopharma R&D spending. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1967612346286669924)  2025-09-15T15:31Z 9352 followers, 1918 engagements


"Middle Coast Investing on Deckers Outdoor $DECK US Thesis: Deckers Outdoor Corp (DECK) is a reasonably priced footwear company facing tariff uncertainties but poised for potential growth especially with its Hoka brand. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1968397233692295559)  2025-09-17T19:30Z 9355 followers, 4109 engagements


"Mayar Capital on Croda International $CRDA LN Thesis: Croda International is a reputable UK specialty chemicals company known for its innovative and sustainable high-performance ingredients across various industries demonstrating pricing power and resilience. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1968729452168331707)  2025-09-18T17:30Z 9353 followers, 1449 engagements


"Sands Capital Global Leaders on Compass Group $CPG LN Thesis: Compass Group is a leading contract catering provider poised for continued growth in a $XXX billion industry by outsourcing food service operations delivering tailored solutions and maintaining pricing advantages. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1977003922096030062)  2025-10-11T13:30Z 9355 followers, 1371 engagements


"Greystone on Sylogist $SYL CN Thesis: Sylogist is a non-profit and government software company experiencing a strong turnaround with promising SaaS growth projections and significant upside potential in its market value by 2027. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1978061472468029562)  2025-10-14T11:33Z 9354 followers, 1331 engagements


"KNA Capital on Wise $WISE LN Thesis: Wise is revolutionizing cross-border payments with a transparent low-cost model rooted in customer trust and long-term value creationmirroring Costcos playbook and positioning itself for global growth with its US market listing. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1979540668331540845)  2025-10-18T13:30Z 9354 followers, 2469 engagements


"LVS Advisory on Golar LNG $GLNG US Thesis: Golar LNG is a leading provider of floating liquified natural gas terminals poised for significant free cash flow growth with a projected increase in EBITDA due to rising LNG demand and innovative cost-effective solutions. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1980718410737561955)  2025-10-21T19:30Z 9351 followers, 4069 engagements


"Ennismore European Smaller Companies Fund on Andritz AG $ANDR AV Thesis: Andritz AG is an undervalued Austrian machinery manufacturer with a strong focus on recurring service earnings from its Pulp & Paper and Energy segments presenting a compelling investment opportunity with over XX% upside potential. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1982545433122456007)  2025-10-26T20:30Z 9353 followers, 1849 engagements


"Oakmark International Small Cap Fund on Robertet $RBT FP Thesis: Robertet is a leading global producer of flavors and fragrances specializing in natural ingredients for luxury brands with a strong potential for value creation despite current market undervaluation. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1982877706095083747)  2025-10-27T18:30Z 9351 followers, 1720 engagements


"ARAR Fund on China Yuhua Education $6169 HK Thesis: Despite extreme investor pessimism YuHua Education offers massive upside potential as it pivots to vocational training in line with CCP priorities trades at a distressed valuation and stands to benefit from easing regulatory risk and recovering profitability. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1983272934312452315)  2025-10-28T20:41Z 9353 followers, 2908 engagements


"Artisan Global Discovery Strategy on Waystar $WAY US Thesis: Waystar is a leading cloud-based revenue cycle management platform poised to gain from the fallout of its competitor's cyberattack and the integration of AI capabilities to enhance claims performance. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1987558437945741321)  2025-11-09T16:30Z 9354 followers, 1615 engagements


"Hedge funds' best ideas #70 is in your inbox (link in bio) Baron Health Care Fund AbbVie Inc. ($ABBV US) Antipodes Global Value Fund Alibaba ($9988 HK) Orbis Global Equity Alnylam Pharmaceuticals ($ALNY US) Orbis Alsok ($2331 JP) Aristotle Value Equity Ameriprise Financial ($AMP US) Turtle Creek Ashtead Group ($AHT LN) Alger Mid Cap Growth Fund Axon Enterprise ($AXON US) Overstone Emerging Markets Equity Fund Ayala Corporation ($AC PM) Antipodes Global Fund Barrick Gold Corporation ($GOLD US) Clearbridge Mid Cap Strategy Bio-Techne ($TECH US) Tactile Fund BVZ ($BVZN SW) Antipodes Global Fund"  
[X Link](https://x.com/StockCompil/status/1988641688756371795)  2025-11-12T16:15Z 9352 followers, 1282 engagements


"Baron Real Estate Income Fund on The Macerich Company $MAC US Thesis: The Macerich Company is an exceptionally high-quality mall REIT with strong prospects due to robust tenant demand a shortage of desirable retail space and an analytical leadership approach aimed at unlocking hidden value currently undervalued compared to peers. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1988675807485595942)  2025-11-12T18:30Z 9353 followers, 1373 engagements


"Antipodes Global Value Fund on Alibaba $9988 HK Thesis: Alibaba is rapidly emerging as a major AI beneficiary in China leveraging custom silicon leading LLM development and a growing cloud infrastructure business predicting significant future earnings growth despite short-term investment-related losses. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1989340170139632002)  2025-11-14T14:30Z 9354 followers, 1180 engagements


"Clearbridge Growth Strategy on Natera $NTRA US Thesis: Natera is a molecular diagnostics company with growth potential in cell-free DNA testing particularly in oncology and women's health supported by a profitable core business. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1990095137540583682)  2025-11-16T16:30Z 9354 followers, 2699 engagements


"Overstone Emerging Markets Equity Fund on Ayala Corporation $AC PM Thesis: Ayala Corp is an undervalued Philippine conglomerate trading at a XX% discount to its net asset value supported by its three major holdings in real estate banking and telecommunications. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1990457555261301140)  2025-11-17T16:30Z 9352 followers, 1389 engagements


"Baron Health Care Fund on UnitedHealth Group Incorporated $UNH US Thesis: UnitedHealth Group Incorporated is a strong managed health care company with new management and reset earnings guidance facing challenges but possessing competitive advantages and trading at a near 10-year low valuation. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1990548119717544271)  2025-11-17T22:30Z 9354 followers, 6303 engagements


"Antipodes Global Value Active ETF on Globus Medical $GMED US Thesis: Globus Medical is a leading medical devices manufacturer in spinal orthopedics poised for growth through innovation and strategic expansion supported by favorable market trends and a strong financial position. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1990910506165518528)  2025-11-18T22:30Z 9355 followers, 1369 engagements


"Turtle Creek on Service Corp. International $SCI US Thesis: Service Corp. is the largest and best-run funeral home and cemetery operator in North America with significant growth potential despite holding only XX% market share. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1991182325409833126)  2025-11-19T16:30Z 9354 followers, 1274 engagements


"Aristotle Small Mid Cap Equity on James Hardie Industries (JHX) $JHX US Thesis: James Hardie Industries is enhancing its market position and shareholder value through the acquisition of The AZEK Company expanding its product offerings and operational efficiencies in the residential construction sector. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1991937262616027206)  2025-11-21T18:30Z 9354 followers, 1142 engagements


"Baron Emerging Markets Fund on Sociedad Quimica y Minera de Chile S.A. $SQM US Thesis: Sociedad Quimica y Minera de Chile S.A. (SQM) is strategically positioned to benefit from the long-term growth in lithium demand due to global electrification trends supported by its premier assets and diversified portfolio. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1992299637940641947)  2025-11-22T18:30Z 9354 followers, 1272 engagements


"Baron Emerging Markets Fund on Bharat Electronics Limited $BEL IN Thesis: Bharat Electronics Limited is a leading defense electronics manufacturer in India positioned for XX% to XX% earnings growth over the next three to five years due to strong government support and rising defense budgets. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1992722448387608855)  2025-11-23T22:30Z 9354 followers, 1685 engagements


"Turtle Creek on Kinsale Capital Group $KNSL US Thesis: Kinsale Capital Group is a rapidly growing specialty insurance company in the U.S. excess and surplus market known for its disciplined underwriting approach and technology-driven cost advantages. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1993024457678397899)  2025-11-24T18:30Z 9353 followers, 2781 engagements


"Baron Technology Fund on Lumentum Holdings Inc. $LITE US Thesis: Lumentum Holdings Inc. is a leading photonics company poised to capitalize on the growing demand for advanced laser technologies in data centers and emerging markets driven by AI infrastructure. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1994051247947550929)  2025-11-27T14:30Z 9355 followers, 2914 engagements


"Baron Fifth Avenue Growth Fund on KKR & Co. Inc. $KKR US Thesis: KKR & Co. Inc. is a leading alternative asset manager poised for growth with a diversified business model and strong fundraising capabilities targeting $X trillion in assets under management. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1995138384038125772)  2025-11-30T14:30Z 9354 followers, 1715 engagements


"Polen International Growth on Tencent Holdings $0700 HK Thesis: Tencent Holdings is a leading Chinese technology company with strong growth potential driven by its diversified offerings and the popularity of its WeChat app despite ongoing economic challenges. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1995198768099078491)  2025-11-30T18:30Z 9354 followers, 1867 engagements


"Artemis Income Fund on Dr. Martens $DOCS LN Thesis: Dr. Martens is showing promising signs of recovery under new management with a focus on product diversification appropriate distribution strategies and positive cost discipline presenting an attractive investment opportunity. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1995259152717787647)  2025-11-30T22:30Z 9352 followers, 1424 engagements


"Kathmandu Capital on NagaCorp $3918 HK Thesis: NagaCorp's recovery in tourism and strategic international ties position it for significant upside potential (Extract from their Q2 letter)"  
[X Link](https://x.com/StockCompil/status/1816386656343318868)  2024-07-25T08:15Z 9354 followers, 5683 engagements


"Madison Funds on Teledyne Technologies $TDY US Thesis: Teledyne Technologies with leadership in digital imaging and strong relationships offers a unique value opportunity positioned to benefit from a temporary slowdown in sales (Extract from their Q2 letter)"  
[X Link](https://x.com/StockCompil/status/1841150078939279497)  2024-10-01T16:16Z 9354 followers, 1167 engagements


"Artemis Global Select Fund on Otis Worldwide Corporation $OTIS US Thesis: Otis is a dominant player in the elevator and escalator market with strong recurring revenues from servicing contracts that overshadow the minor impact of slowing new equipment sales in China. (Extract from their Q4 letter)"  
[X Link](https://x.com/StockCompil/status/1892975295633793244)  2025-02-21T16:30Z 9354 followers, 1565 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)"  
[X Link](https://x.com/StockCompil/status/1915820752265269469)  2025-04-25T17:30Z 9354 followers, 2222 engagements


"Ariel Global on Owens Corning (OC) $OC US Thesis: Owens Corning is a leading global manufacturer of building materials with strong profitability in roofing and insulation benefiting from market concentration sustainability focus and managements efficiency initiatives. (Extract from their Q4'24 letter)"  
[X Link](https://x.com/StockCompil/status/1920954471892255036)  2025-05-09T21:30Z 9354 followers, 1715 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)"  
[X Link](https://x.com/StockCompil/status/1925635352724705534)  2025-05-22T19:30Z 9353 followers, 1697 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)"  
[X Link](https://x.com/StockCompil/status/1927719107895468462)  2025-05-28T13:30Z 9354 followers, 10.1K 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)"  
[X Link](https://x.com/StockCompil/status/1945113747774722388)  2025-07-15T13:30Z 9353 followers, 1809 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)"  
[X Link](https://x.com/StockCompil/status/1945143935547916453)  2025-07-15T15:30Z 9353 followers, 3047 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)"  
[X Link](https://x.com/StockCompil/status/1946623686426943644)  2025-07-19T17:30Z 9354 followers, 4461 engagements


"Ariel Global Fund on Banco Bilbao Vizcaya Argentaria SA (BBVA) $BBVA SM Thesis: Banco Bilbao Vizcaya Argentaria SA (BBVA) is well-positioned for growth due to its strong market presence in Mexico and Turkey expected loan growth and potential merger benefits while currently trading at a significant discount despite superior return-on-equity. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1949522768602472668)  2025-07-27T17:30Z 9354 followers, 1687 engagements


"Aristotle Capital Large Cap Growth on Antero Resources $AR US Thesis: Antero Resources is a leading U.S. natural gas and NGL producer in the Appalachian Basin poised for strong free cash flow growth driven by increasing global demand and a robust financial position. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1951757471451644347)  2025-08-02T21:30Z 9354 followers, 2218 engagements


"Baron Discovery Fund on Ategrity $ASIC US Thesis: Ategrity offers a compelling investment opportunity through its data-driven high-growth approach to underserved small business insurance in the E&S market with strong earnings leverage and projected mid-teens returns on equity. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1954233839842161150)  2025-08-09T17:30Z 9354 followers, 2543 engagements


"Ennismore Global Equity Fund on Cellnex Telecom $CLNX IM Thesis: Cellnex Telecom is transitioning from aggressive expansion to a focus on efficiency and shareholder value under new management. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1959337462746030331)  2025-08-23T19:30Z 9354 followers, 3395 engagements


"Vulcan Value Partners on IQVIA Holdings $IQV US Thesis: IQVIA Holdings is the world's largest contract research organization leveraging its extensive data and services to support drug development and commercialization while navigating current industry challenges. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1963957987002700203)  2025-09-05T13:30Z 9353 followers, 1719 engagements


"Harris Oakmark Global All Cap Strategy on Ashtead Group $AHT LN Thesis: Ashtead Group is a well-positioned international equipment rental company that is poised to gain market share in an under-penetrated North American market supported by a strong management team and benefiting from recent tariff-induced investment reshoring opportunities. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1967944643179373043)  2025-09-16T13:32Z 9353 followers, 1739 engagements


"Madison Small Cap Fund on Advanced Drainage Systems $WMS US Thesis: Advanced Drainage Systems (WMS) is a leading manufacturer of high-performance drainage solutions with substantial advantages in scale distribution and cost positioned to benefit from increasing storm intensity and related water management challenges. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1968669278334320779)  2025-09-18T13:31Z 9353 followers, 1420 engagements


"Madison Small Cap Fund on The Hanover Insurance Group $THG US Thesis: The Hanover Insurance Group is a high-quality underfollowed P&C insurance company with a diversified business mix and an assessed intrinsic value of $XXX. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1969393788683448353)  2025-09-20T13:30Z 9354 followers, 1603 engagements


"Liontrust GF Sustainable Future Global Growth Fund on Ingersoll Rand $IR US Thesis: Ingersoll Rand is a key player in enhancing resource efficiency by providing energy-efficient compressors essential for manufacturing processes offering significant potential for reducing electricity expenses. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1969816539785314476)  2025-09-21T17:30Z 9354 followers, 1939 engagements


"Heartland Value Fund on Dentsply Sirona Inc. $XRAY US Thesis: Dentsply Sirona Inc. is a leading dental equipment supplier undergoing a management-led turnaround despite challenges in the global market with recent Q1 results indicating early signs of improved performance. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1974225583946035533)  2025-10-03T21:30Z 9354 followers, 1679 engagements


"Sands Capital Global Growth on Intercontinental Exchange (ICE) $ICE US Thesis: Intercontinental Exchange (ICE) is a leading financial exchange operator that has diversified its offerings across various derivatives data services and mortgage technology positioning itself for sustained above-average earnings growth. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1976339728233365573)  2025-10-09T17:31Z 9354 followers, 2947 engagements


"Sands Capital Global Growth on Pro Medicus $PME AU Thesis: Pro Medicus is a leading healthcare IT provider that specializes in cloud-native imaging software demonstrating strong growth potential and high customer loyalty. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1977668180039655705)  2025-10-13T09:30Z 9354 followers, 1615 engagements


"Sands Capital International Growth on Galderma $GALD SW Thesis: Galderma is a leading Swiss dermatology company positioned for long-term above-average earnings growth due to its strong market presence innovative products and focus on high-margin injectables and therapeutics. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1978015922452382156)  2025-10-14T08:32Z 9353 followers, 1513 engagements


"Vision Capital on The Trade Desk $TTD US Thesis: The Trade Desk is the leading independent programmatic digital advertising platform well-positioned to benefit from the increasing connected TV ad spend despite recent challenges and competition from Amazon DSP. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1978815960812323067)  2025-10-16T13:31Z 9354 followers, 3781 engagements


"AVI Global Trust on Jardine Matheson $JM SP Thesis: With sweeping leadership changes asset realisations and a strategic pivot to capital-light models across its portfolio companies Jardine Matheson is transforming into a modern holding companyunlocking compelling NAV growth potential. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1979299037187641372)  2025-10-17T21:30Z 9354 followers, 1468 engagements


"East XX Dynasty Trust on Bollor $BOL FP Thesis: Bollor is experiencing a significant decline in valuation due to corporate missteps a complex asset ownership structure and legal uncertainties impacting investor confidence despite stable performance in some key investments. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1980023837287653714)  2025-10-19T21:30Z 9353 followers, 1688 engagements


"Pender US Small Mid Cap Equity Fund on International Flavors and Fragrances $IFF US Thesis: International Flavors and Fragrances is repositioning for stronger growth and margin expansion through divestitures R&D investment and disciplined capital allocation presenting a compelling value opportunity ahead of expected improvements in innovation and returns on capital. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1981080747306799432)  2025-10-22T19:30Z 9354 followers, 1531 engagements


"Oakmark Global Fund on Targa Resources $TRGP US Thesis: Targa Resources is a leading midstream natural gas and NGL company with significant competitive advantages and stable earnings from long-term contracts well-positioned for growth despite recent market uncertainties. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1981382844371894317)  2025-10-23T15:30Z 9353 followers, 1428 engagements


"Oakmark International Fund on Bunzl $BNZL LN Thesis: Bunzl is a leading distributor of not-for-resale goods with significant scale advantages positioned for recovery and stable growth despite recent execution challenges in North America. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1982198115189879120)  2025-10-25T21:30Z 9353 followers, 1939 engagements


"Palm Valley CM on LKQ Corporation $LKQ US Thesis: LKQ Corporation is the largest distributor of aftermarket and recycled auto parts in the U.S. and Europe known for its extensive distribution network and resilience in recessionary markets despite recent challenges related to declining repairable claims. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1983242695607787859)  2025-10-28T18:41Z 9354 followers, 1881 engagements


"Bristlemoon Global Fund on PAR Technology Corporation $PAR US Thesis: PAR Technology Corporation is currently experiencing significant stock volatility having dropped XX% recently but its long-term potential remains promising due to strategic pauses in growth to pursue major contracts such as potentially with McDonald's which could greatly enhance its future revenue. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1984027272383287667)  2025-10-30T22:38Z 9353 followers, 3375 engagements


"Oakmark International Small Cap Fund on Kansai Paint $4913 JT Thesis: Kansai Paint is a leading Japanese paint and coatings company that has reinitiated investment due to improved value and management's focus on niche markets and shareholder returns after a recent share price decline. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1985354117120725201)  2025-11-03T14:31Z 9354 followers, 1644 engagements


"LRT on The Toronto-Dominion Bank $TD CN Thesis: With a dominant position in Canada a fast-growing U.S. retail footprint and a conservative risk culture that ensures stability across cycles TD Bank offers a rare blend of defensive strength and long-term growth potential. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1985806983941742784)  2025-11-04T20:30Z 9354 followers, 1543 engagements


"Baron Real Estate Fund on Floor & Decor Holdings Inc. $FND US Thesis: Floor & Decor Holdings Inc. is poised for significant medium-term growth due to its competitive advantages expansion plans pricing power and attractive valuation despite current market uncertainties. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1987256446711423416)  2025-11-08T20:30Z 9354 followers, 2121 engagements


"Artisan Global Discovery Strategy on Teledyne Technologies $TDY US Thesis: Teledyne Technologies is well-positioned for mid-teens EPS growth driven by rising military spending recovering industrial markets and strong cash flow generation. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1987649036799648084)  2025-11-09T22:30Z 9354 followers, 2073 engagements


"Baron Real Estate Income Fund on Welltower $WELL US Thesis: Welltower is well-positioned for substantial organic growth in senior housing demand due to robust management favorable demographics and limited supply as evidenced by recent strong financial performance. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1987951493165519048)  2025-11-10T18:32Z 9353 followers, 1696 engagements


"Ariel International Fund on Minth Group Ltd. $MTHGY US Thesis: Minth Group Ltd. is a compelling investment opportunity due to its strong position in automotive components growing involvement in the European electric vehicle supply chain and recent share price dip presenting an attractive entry point. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1988011875506811095)  2025-11-10T22:32Z 9354 followers, 1303 engagements


"Ariel International Fund on Syensqo SA $SYENS BB Thesis: Syensqo SA is considered a compelling investment due to its currently depressed valuation and potential for recovery as inventory issues resolve and market conditions improve. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1988373824216125655)  2025-11-11T22:30Z 9353 followers, 1522 engagements


"Overstone Global All Cap Value Fund on CK Hutchison Holdings Limited $X HK Thesis: CK Hutchinson is an undervalued conglomerate with a diversified portfolio of attractive assets trading at historically low multiples making it a compelling investment opportunity. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1989400584022073471)  2025-11-14T18:30Z 9354 followers, 1374 engagements


"Antipodes Global Fund on Barrick Gold Corporation $GOLD US Thesis: Barrick Mining is increasingly attractive due to a recent recovery in production and remains undervalued at a XX% discount to its asset value in the US and Dominican Republic. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1989732788367454216)  2025-11-15T16:30Z 9353 followers, 1605 engagements


"Aristotle Value Equity on Ameriprise Financial $AMP US Thesis: Ameriprise Financial is currently facing short-term challenges due to equity volatility and institutional outflows but strong client engagement and a strategic shift towards fee-based services position it well for future growth and shareholder returns. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1989762953701204364)  2025-11-15T18:30Z 9354 followers, 1390 engagements


"Baron Health Care Fund on AbbVie Inc. $ABBV US Thesis: AbbVie Inc. is a large biopharmaceutical company poised for sustained growth due to strong product offerings and no major patent expirations until the mid-2030s. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1989793139037552851)  2025-11-15T20:30Z 9354 followers, 2035 engagements


"Orbis International Equity on Jardine Matheson $JM SP Thesis: Jardine Matheson is a storied Asian conglomerate focused on capital allocation across leading businesses in consumer services real estate and automotive sectors currently undervalued with strong long-term growth potential. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1990880348566143407)  2025-11-18T20:30Z 9354 followers, 1275 engagements


"Baron Health Care Fund on Thermo Fisher Scientific Inc. $TMO US Thesis: Thermo Fisher Scientific Inc. is a competitively advantaged life sciences tools company poised for accelerated growth expecting 3%-6% organic revenue growth in 2026-2027 and over X% beyond following a challenging period. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1991242796687101963)  2025-11-19T20:30Z 9354 followers, 2262 engagements


"Clearbridge Growth Strategy on On Running $ON US Thesis: On Holding is a disruptive Swiss designer of premium footwear and apparel poised for market share growth through increased brand awareness and expansion into new sports categories. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1991544670992711797)  2025-11-20T16:30Z 9354 followers, 1459 engagements


"Baron Emerging Markets Fund on GDS Holdings Limited $GDS US Thesis: GDS Holdings Limited is a compelling investment opportunity due to its strong market position in Chinas mission-critical data center sector benefiting from the growth of AI cloud computing and digital trends with a projected cash flow surge and significant upside potential. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1991907075643883982)  2025-11-21T16:30Z 9354 followers, 1250 engagements


"Polen Focus Growth on Boston Scientific $BSX US Thesis: Boston Scientific is a global leader in medical products with strong growth potential driven by its innovative Farapulse and Watchman platforms likely achieving mid-teens earnings growth over the next 3-5 years. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1991997655354950101)  2025-11-21T22:30Z 9353 followers, 1709 engagements


"Fiduciary Management on Greggs $GRG LN Thesis: Greggs is a well-positioned vertically integrated food-on-the-go operator with strong brand loyalty facing short-term challenges but having substantial growth potential through new store openings and a solid financial outlook. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1992662037835444695)  2025-11-23T18:30Z 9353 followers, 1520 engagements


"Baron Asset Fund on Loar Holdings Inc. $LOAR US Thesis: Loar Holdings Inc. is a niche aerospace parts manufacturer with strong pricing power and a focus on growth through acquisitions benefiting from a robust aftermarket sales model and a fragmented supply chain. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1994141791864426632)  2025-11-27T20:30Z 9354 followers, 1623 engagements


"AMG Yacktman Fund on Bollor $BOL FP Thesis: Bollor is a simplified investment with strong underlying value from Vivendi and Universal Music Group poised for significant upside given its attractive NAV compared to its current share price. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1995622032747172315)  2025-12-01T22:32Z 9354 followers, 1771 engagements


"Artemis UK Special Situations Fund on 4imprint $FOUR US Thesis: 4imprint is the largest distributor of custom-printed promotional merchandise in North America currently facing short-term challenges due to tariffs but poised for long-term growth and increased market share. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1996225577951322209)  2025-12-03T14:30Z 9354 followers, 1342 engagements


"Hedge funds' best ideas #73 is in your inbox (link in bio) Alphabet ($GOOGL US) by Artisan Global Value Strategy Amphenol ($APH US) by Bristolgate US Equity Strategy Arthur J. Gallagher ($AJG US) by Ariel Focus Fund Becton Dickinson and Company ($BDX US) by Hinde Group BTS Group (BTSB SS) by Kavaljer Quality Focus Contemporary Amperex Technology CATL (300750 CH) by Artisan Sustainable Emerging Markets Strategy Cooper Companies ($COO US) by Diamond Hill Mid Cap Fund FedEx ($FDX US) by Diamond Hill Large Cap Fund FedEx Corporation ($FDX US) by Ariel Global Fund First Financial Bancorp ($FFBC"  
[X Link](https://x.com/StockCompil/status/1996251959675015426)  2025-12-03T16:15Z 9354 followers, 1247 engagements


"Baron Global Opportunity Fund on Figma Inc. $FIG US Thesis: Figma Inc. is a leading subscription-based software platform that enhances collaborative design for both designers and non-designers driving significant market share and revenue growth while emphasizing the importance of design in software development. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1996255844686496185)  2025-12-03T16:30Z 9353 followers, 2484 engagements


"Longleaf Partners Fund on Albertsons $ACI US Thesis: Albertsons is a defensive yet growing company poised for growth post-merger uncertainty with strong returns on capital and upsides not reflected in its current share price. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1996648339954122976)  2025-12-04T18:30Z 9354 followers, XXX engagements


"Bristolgate US Equity Strategy on Amphenol $APH US Thesis: Amphenol is a high-quality defensible franchise with strong growth potential and robust dividend growth driven by its proprietary technology and demand in the Information and Datacom segment. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1997041395329110144)  2025-12-05T20:32Z 9354 followers, 1179 engagements


"Greenhaven Road Capital on LifeCore $LFCR US Thesis: LifeCore (LFCR) is a company whose promising developments and potential revenue growth are overshadowed by a misguided negative market reaction to a recent shelf offering filing. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1997071575665770860)  2025-12-05T22:32Z 9354 followers, XXX engagements


"Sands Capital Emerging Markets Growth on Xiaomi $1810 HK Thesis: Xiaomi is a global consumer technology leader with a unique ecosystem that integrates smartphones IoT devices and electric vehicles positioning it for long-term growth through high-quality affordable products and seamless integration across categories. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1977064319436108246)  2025-10-11T17:30Z 9354 followers, 1459 engagements


"Vltava Fund on Marex $MRX LN Thesis: Marex is a diversified global financial services platform that offers essential liquidity and market access across multiple markets with a competitive edge in flexible client service and a strong growth potential not yet reflected in its share price. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1980265417756041519)  2025-10-20T13:30Z 9353 followers, 2422 engagements


"Baron Small Cap Fund on Legence Corp. $LEG US Thesis: Legence Corp. is well-positioned for rapid growth in the engineering and maintenance services sector primarily serving high-growth industries like data centers and healthcare with a strong focus on energy efficiency and sustainability. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1995863198667280663)  2025-12-02T14:30Z 9353 followers, 1053 engagements


"Baron Global Opportunity Fund on Taiwan Semiconductor Manufacturing Company $TSM US Thesis: Taiwan Semiconductor Manufacturing Company Limited (TSMC) is a leading-edge semiconductor manufacturer with a XX% market share positioned to benefit from AI adoption and capable of raising prices despite geopolitical uncertainties. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1995897406869684467)  2025-12-02T16:46Z 9354 followers, 1026 engagements


"Wasatch International Select Fund on MonotaRO $3476 JP Thesis: MonotaRO is a promising company with a strong service proposition and growth strategy poised to gain market share among both small and large business customers in Japan. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1997373064561000640)  2025-12-06T18:30Z 9353 followers, 1053 engagements


"Royce on Academy Sports & Outdoors $ASO US Thesis: Academy Sports & Outdoors is experiencing a rebound in share prices due to its value-oriented strategy despite pressures from tariffs and a challenging economy for its core middle and lower-income customers. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1970148864540729672)  2025-09-22T15:31Z 9354 followers, 1488 engagements


"RGA Investment Advisors on Fever-Tree Drinks PLC $FEVR LN Thesis: Fever-Tree is a premium mixer leader poised for significant growth through a strategic partnership with Molson Coors which addresses logistical challenges and enhances profit margins. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1973048004618698979)  2025-09-30T15:31Z 9354 followers, 1560 engagements


"Black Bear on Tidewater $TDW US Thesis: Tidewater is a marine services firm with a strong long-term outlook in the offshore support vessel market benefiting from high free cash flow minimal debt and a new buyback plan amid a shrinking global fleet. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1979178352100462957)  2025-10-17T13:31Z 9354 followers, 4143 engagements


"Diamond Hill Mid Cap Fund on Toro Company $TTC US Thesis: Toro Company is a leading provider of turf and landscape management equipment with a strong market presence and despite recent challenges it is expected to achieve solid long-term growth. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1996950467654353056)  2025-12-05T14:31Z 9353 followers, XXX engagements


"Gator Capital on First Financial Bancorp (FFBC) $FFBC US Thesis: First Financial Bancorp is a well-managed commercial bank trading at a cheap valuation with strong fundamentals and growth potential making it an attractive investment opportunity. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1998460333548098039)  2025-12-09T18:30Z 9354 followers, XXX engagements


"Diamond Hill on Thermon Group Holdings $THR US Thesis: Thermons leadership in mission-critical heat solutions and its strong customer base make it a reliable player in complex industrial markets (Extract from their Q2 letter)"  
[X Link](https://x.com/StockCompil/status/1845132067002253792)  2024-10-12T15:59Z 9353 followers, 1958 engagements


"Ennismore on Deutsche Wohnen SE $DWNI GR Thesis: With stable rental income strong market position in Berlin and the potential for a favorable takeover by Vonovia Deutsche Wohnen offers attractive value for patient investors. (Extract from their Q3 letter)"  
[X Link](https://x.com/StockCompil/status/1852294763627892893)  2024-11-01T10:21Z 9353 followers, 100.8K engagements


"Baron Focused Growth Fund on Vail Resorts $MTN US Thesis: Vail is well-positioned for long-term growth with strong financial visibility effective operational planning and a focus on enhancing guest experience supported by a strategic cost-cutting plan and a solid balance sheet. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1953931831415378133)  2025-08-08T21:30Z 9354 followers, 3751 engagements


"Aristotle Small Mid Cap Equity on Alight Solutions $ALIT US Thesis: Alight is a cloud-based platform providing human capital management and benefits solutions poised for growth through client expansion and technological enhancements under new leadership. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1965407630777610705)  2025-09-09T13:31Z 9353 followers, 2397 engagements


"Bonsai Partners on Fever-Tree $FEVR LN Thesis: Fever-Tree is an attractive business due to its asset-light model strong brand recognition and significant cash generation from both exclusive partnerships and higher-margin sales leading to impressive growth and returns on invested capital. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1975252569627758602)  2025-10-06T17:31Z 9353 followers, 2693 engagements


"Sands Capital Select Growth on Arthur J. Gallagher & Co. $AJG US Thesis: Arthur J. Gallagher (AJG) is the largest middle-market commercial insurance broker in the U.S. and third-largest globally leveraging acquisitions and technology for sustainable growth in a resilient market. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1977094487328387454)  2025-10-11T19:30Z 9354 followers, 2585 engagements


"Black Bear on Builders FirstSource $BLDR US Thesis: Builders FirstSource (BLDR) is well-positioned to benefit from the structural housing shortage in the USA leveraging its growing value-add business and strong free cash flow to sustain stock buybacks and potential future growth. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1980627840446968059)  2025-10-21T13:30Z 9354 followers, 2348 engagements


"Upslope Capital on West Pharmaceutical Services $WST US Thesis: West Pharmaceutical Services is a leading producer of injectable drug delivery components poised for continued growth due to advancements in drug development and reshoring trends with a valuation that appears reasonable despite its historical premium. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1985112364929134920)  2025-11-02T22:30Z 9354 followers, 5765 engagements


"Artisan Global Discovery Strategy on Parsons Corporation $PSN US Thesis: Parsons is a technology-driven defense and infrastructure engineering firm well-positioned for strong growth in various sectors including cybersecurity and infrastructure development with potential for high revenue and earnings growth over the next few years. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1986441328318730413)  2025-11-06T14:31Z 9353 followers, 1587 engagements


"Alphyn Capital Management on Prosus NV $PRX NA Thesis: Prosus NV is transitioning into a global technology operator with a focus on building a leading lifestyle eCommerce company achieving positive free cash flow and outlining a clear path for substantial earnings growth independent of its major holding Tencent. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1987226260796252183)  2025-11-08T18:30Z 9355 followers, 7144 engagements


"Baron India Fund on Astra Microwave Products Limited $AMPL IN Thesis: Astra Microwave Products Limited (AMPL) is a leading Indian manufacturer of microwave components poised for significant growth due to its key role in national security and defense supported by government initiatives and global partnerships. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1988705974169792627)  2025-11-12T20:30Z 9354 followers, 1650 engagements


"Baron Opportunity Fund on Arista Networks Inc. $ANET US Thesis: Arista Networks Inc. is a leading provider of high-performance networking solutions crucial for data centers and AI infrastructure uniquely positioned to capture market share with its best-in-class Ethernet solutions. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1994172011883417699)  2025-11-27T22:30Z 9353 followers, 2215 engagements


"Emerging Markets Growth on Dino Polska $DNP PW Thesis: Dino Polska is a strong supermarket operator in Poland known for its focus on rural areas and solid fundamentals positioning it well for long-term growth despite recent consolidation in its stock price. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1995591846534226132)  2025-12-01T20:32Z 9354 followers, 1657 engagements


"Polen International Growth on ASM International $ASMI NA Thesis: ASM International is a leading provider of essential semi-cap equipment for chip manufacturing poised to grow earnings at a high-teens rate over the next five years due to the increasing demand for advanced semiconductor technologies. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1995923556807356437)  2025-12-02T18:30Z 9353 followers, 1274 engagements


"Gehlen Brautigam on Bijou Brigitte $BIJ: "BIJ holds a large share of their market capitalization (nearly 60%) in net cash and is generating cash continuously" (Extract from their Q4 report the full commentary can be found on Stock Analysis Compilation #25 )"  
[X Link](https://x.com/StockCompil/status/1753746151474413757)  2024-02-03T11:44Z 9355 followers, XXX engagements


"Baron International Growth Fund on Lundin Mining Corporation $LUN CN Thesis: Lundin Mining Corporation is a promising investment in sustainability and copper production benefiting from the electrification of transportation and renewable energy growth. (Extract from their Q4 letter)"  
[X Link](https://x.com/StockCompil/status/1905296880285704329)  2025-03-27T16:32Z 9355 followers, 1440 engagements


"Loomis Sayles International Growth Fund on Wisetech Global $WTC AU Thesis: Wisetech is a market leader in logistics software benefiting from strong competitive advantages and expected to achieve approximately XX% annual revenue growth making its shares an attractive investment opportunity. (Extract from their Q4 letter)"  
[X Link](https://x.com/StockCompil/status/1908210744174219308)  2025-04-04T17:31Z 9354 followers, 1672 engagements


"Longleaf Partners International Fund on Glabia $GLB ID Thesis: Glanbias undervaluation relative to its asset-rich divisions presents a compelling breakup opportunity with strategic divestitures and accelerated share buybacks potentially unlocking substantial hidden value. (Extract from their Q1'25 letter)"  
[X Link](https://x.com/StockCompil/status/1938651102641008805)  2025-06-27T17:30Z 9355 followers, 1302 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)"  
[X Link](https://x.com/StockCompil/status/1943362194319511831)  2025-07-10T17:30Z 9355 followers, 2896 engagements


"Baron Health Care Fund on Edwards Lifesciences Corporation $EW US Thesis: Edwards Lifesciences is well-positioned in the growing TAVR market and has significant potential for growth with its innovative tricuspid valve replacement product Evoque. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1954535864609972282)  2025-08-10T13:30Z 9354 followers, 1903 engagements


"Loomis Sayles International Growth Fund on Wisetech Global $WTC AU Thesis: Wisetech is poised for significant growth in the logistics software sector benefiting from market share gains and a unique global platform positioning it as a compelling investment opportunity. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1960062339043967024)  2025-08-25T19:30Z 9354 followers, 2396 engagements


"Gator Capital on WEX Inc. $WEX US Thesis: WEX Inc. is an attractive investment due to its high-quality capital-light business model low valuation strong free cash flow activist investor involvement and disciplined capital allocation strategy. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1964743124892221657)  2025-09-07T17:30Z 9352 followers, 4604 engagements


"Harris Oakmark Global Strategy on KB Financial Group $KB A Thesis: KB Financial Group is a leading South Korean bank with a strong capital position and focus on shareholder returns positioned to benefit from improving industry dynamics despite historical low returns on equity. (Extract from their Q2'25 letter)"  
[X Link](https://x.com/StockCompil/status/1965830289998930157)  2025-09-10T17:30Z 9354 followers, 1706 engagements


"Oakmark International Small Cap Fund on Hamamatsu Photonics $6954 JP Thesis: Hamamatsu Photonics is a leading Japanese photon specialist with a strong market position long-term customer partnerships and a commitment to R&D that makes it well-positioned for growth despite current cyclical headwinds. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1978544099851485422)  2025-10-15T19:30Z 9354 followers, 1438 engagements


"East XX Dynasty Trust on Exor $EXO IM Thesis: Exor is facing a triple discount but may close its NAV gap through strategic asset divestments and capital liberation over the next few years. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1978846150955266537)  2025-10-16T15:31Z 9352 followers, 1614 engagements


"Guinness Global Equity Income on Anta Sports $2020 HK Thesis: Anta Sports is a leading Chinese sportswear brand known for its multi-brand strategy strong growth and financial resilience making it the second-largest player in China's sportswear market. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1978936652325150781)  2025-10-16T21:30Z 9354 followers, 2937 engagements


"Black Bear on Lanxess $LXS GY Thesis: Lanxess is a German specialty chemicals company transitioning to lower capital-intensive sectors reducing debt while improving cash flow and anticipating significant value from a joint venture's cash inflow. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1980999551436628015)  2025-10-22T14:07Z 9353 followers, 3471 engagements


"Oakmark International Fund on Intertek $ITRK LN Thesis: Intertek is a leading global TIC services company well-positioned for growth due to favorable market trends and a strong balance sheet despite trading at decade-low multiples. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1981805547037843897)  2025-10-24T19:30Z 9354 followers, 1383 engagements


"Ennismore European Smaller Companies Fund on Howden Joinery $HWDN LN Thesis: Howden Joinery is a leading UK kitchen supplier with a robust business model and significant market share growth poised for continued expansion despite current market challenges. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1982515277892833786)  2025-10-26T18:30Z 9354 followers, 1548 engagements


"O Keefe Stevens on Topgolf Callaway Brands $MODG US Thesis: Topgolf Callaway Brands (MODG) is an undervalued company with strong legacy businesses and potential for significant value creation through a possible Topgolf sale and share repurchases post-separation. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1984327221104755069)  2025-10-31T18:30Z 9352 followers, 2196 engagements


"NZS Capital on SailPoint $SAIL US Thesis: SailPoint is well-positioned to capitalize on the expanding market for identity governance as AI agents become increasingly prevalent creating significant opportunities for growth in managing both human and machine identities. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1985021767648170068)  2025-11-02T16:30Z 9353 followers, 2441 engagements


"Brasada Capital on Ferguson $FERG US Thesis: Ferguson is the largest specialty distributor in North America for plumbing HVAC and waterworks demonstrating resilience in revenue despite housing market weaknesses and showing potential for growth through strategic acquisitions and strong demand in non-residential sectors. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1985384219317502320)  2025-11-03T16:30Z 9353 followers, 1678 engagements


"Laughing Water Capital on PAR Technology Corp $PAR US Thesis: PAR Technology Corp is a leading enterprise software provider for quick-serve restaurants with strong future prospects despite temporary revenue delays. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1985474772868677973)  2025-11-03T22:30Z 9353 followers, 3991 engagements


"Aoris on SAP $SAP GY Thesis: SAP is the world's leading ERP software company that enhances productivity for major clients and is poised for significant growth as enterprise computing transitions to the cloud and embraces AI. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1986803519693742304)  2025-11-07T14:30Z 9354 followers, 2089 engagements


"Alphyn Capital Management on Roko AB $ROKO SS Thesis: Roko AB is a Scandinavian decentralized serial acquirer led by Fredrik Karlsson designed to leverage a disciplined capital deployment strategy while empowering acquired companies' management teams for sustained profit growth. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1987196059559313581)  2025-11-08T16:30Z 9353 followers, 2416 engagements


"Ariel International Fund on Samsung Electro-Mechanics Company Ltd. (SEMCO) $009150 KS Thesis: Samsung Electro-Mechanics Company Ltd. is poised for sustained earnings growth driven by rising Edge AI adoption a shift towards higher-value components and strategic investments in next-generation technologies. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1987890698499100899)  2025-11-10T14:30Z 9354 followers, 1216 engagements


"Artisan Global Discovery Strategy on RBC Bearings $ROLL US Thesis: RBC Bearings is a leading provider of specialty bearings with a strong growth outlook supported by demand from next-generation aircraft production and a solid backlog. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1988253122175578196)  2025-11-11T14:30Z 9354 followers, 1102 engagements


"Turtle Creek on Ashtead Group $AHT LN Thesis: Ashtead Group is the second largest equipment rental company in North America preferred for its strategic growth through a mix of expansion and small acquisitions making it a strong investment in a consolidating industry. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1988977810090684803)  2025-11-13T14:30Z 9353 followers, 1754 engagements


"Orbis Global Equity on Genmab $GMAB DC Thesis: Genmab is undervalued due to market overreaction to impending patent expirations offering a unique opportunity to invest in a company with a strong drug discovery platform and late-stage assets while trading below the value of its approved medicines. (Extract from their Q3'25 letter)"  
[X Link](https://x.com/StockCompil/status/1989370379995898268)  2025-11-14T16:30Z 9352 followers, 1776 engagements


"Orbis Global Equity on Alnylam Pharmaceuticals $ALNY US Thesis: Alnylam Pharmaceuticals is a leading innovator in RNA-interference therapeutics recently achieving regulatory approval for its best-in-class ATTR-CM treatment Amvuttra which is exceeding market expectations and positioning the company for profitability. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1990517917872423398)  2025-11-17T20:30Z 9353 followers, 1974 engagements


"Orbis Global Equity on CRISPR Therapeutics $CRSP US Thesis: CRISPR Therapeutics is currently trading at a discount to its cash and the value of its approved therapy Casgev which targets sickle-cell disease and -thalassemia despite its strong competitive position and growth potential. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1991152191453724770)  2025-11-19T14:30Z 9354 followers, 2308 engagements


"Aristotle Core Equity on Baker Hughes $BKR US Thesis: Baker Hughes is a well-positioned energy technology firm poised to capitalize on rising global demand for natural gas and LNG projects while improving margins and leveraging its diversified portfolio across energy and industrial sectors. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1992360054306042127)  2025-11-22T22:30Z 9354 followers, 1722 engagements


"Baron International Growth Fund on EssilorLuxottica SA $EL FP Thesis: EssilorLuxottica is a dominant eyewear company with unmatched vertical integration a strong portfolio of iconic brands and innovative initiatives in wearable technology and health solutions that enhance its growth potential. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1993386822878007549)  2025-11-25T18:30Z 9354 followers, 1444 engagements


"Baron Emerging Markets Fund on Kuaishou Technology $1024 HK Thesis: Kuaishou Technology is a differentiated short video platform in China with strong user engagement and potential for significant earnings growth driven by AI advancements and e-commerce integration. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1993810140873506924)  2025-11-26T22:32Z 9355 followers, 1253 engagements


"Polen Emerging Markets Growth on InPost $INPST NA Thesis: InPost is a leading Polish logistics company specializing in Automated Parcel Machines poised for multi-year growth despite temporary integration challenges following a recent UK acquisition. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1994806198374154391)  2025-11-29T16:30Z 9354 followers, 1702 engagements


"Baron Opportunity Fund on Synopsys Inc. $SNPS US Thesis: **Synopsys Inc.** is a leading electronic design automation software vendor poised for significant growth following its acquisition of ANSYS despite current challenges in its intellectual property business. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1994896759567343708)  2025-11-29T22:30Z 9353 followers, 4161 engagements


"Loomis Sayles International Growth Fund on Novo Nordisk $NVO US Thesis: Novo is expected to sustain its leading position in the rapidly growing GLP-1 market through continued innovation and optimization of pricing and supply strategies despite competitive pressures. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1995500871619092796)  2025-12-01T14:30Z 9354 followers, 4427 engagements


"Baron Global Opportunity Fund on Heartflow Inc. $HTFL US Thesis: Heartflow Inc. is a promising medical device company leveraging AI to accurately diagnose heart disease addressing a critical need in healthcare with significant growth potential and a strong competitive advantage. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1996587999321051232)  2025-12-04T14:30Z 9353 followers, XXX engagements


"Clearbridge International Growth EAFE Strategy on KBC Group $KBC BB Thesis: KBC is a growing diversified banking and financial services provider with a successful cross-selling model and a strong capital position for potential distributions and acquisitions. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1996678519380693420)  2025-12-04T20:30Z 9354 followers, 1036 engagements


"Loomis Sayles International Growth Fund on Shopify $SHOP US Thesis: Shopify is poised for significant long-term growth driven by omnichannel commerce strong competitive advantages and increased operating leverage leading to faster growth in profits and cash flow than revenues. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1996981007065530634)  2025-12-05T16:32Z 9354 followers, 2077 engagements


"Ariel Focus Fund on Arthur J. Gallagher $AJG US Thesis: Arthur J. Gallagher & Co. is well-positioned for continued growth and margin expansion following the successful acquisition of AssuredPartners and favorable conditions in the global insurance market. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1997011210475106736)  2025-12-05T18:32Z 9354 followers, 1108 engagements


"Loomis Sayles International Growth Fund on Wisetech $WTC AU Thesis: Wisetech is poised for significant growth in logistics software and services leveraging its dominant market position and the industry's shift towards outsourcing which will drive projected annual revenue growth of approximately XX% over the long term. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1997342877442048489)  2025-12-06T16:30Z 9353 followers, 1306 engagements


"Artisan US Mid Cap Growth Strategy on Veracyte $VCYT US Thesis: Veracyte is a molecular diagnostics company that enables noninvasive cancer testing leading to significant revenue growth and expansion of its product offerings. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1997403267924386075)  2025-12-06T20:30Z 9353 followers, 1176 engagements


"Artisan US Mid Cap Growth Strategy on Reddit $RDDT US Thesis: Reddit is a rapidly growing social networking platform with strong user engagement significant revenue growth and untapped advertising potential positioning it well to capitalize on generative AI advancements. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1997433459904524554)  2025-12-06T22:30Z 9354 followers, 1831 engagements


"Diamond Hill Large Cap Fund on FedEx $FDX US Thesis: FedEx is poised for improved profitability through cost cuts and a strategic spinoff of its LTL business presenting an attractive long-term investment opportunity despite recent challenges. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1997675056730681602)  2025-12-07T14:30Z 9354 followers, 1271 engagements


"Tourlite Capital on TIC Solutions $TIC US Thesis: TIC Solutions is a resilient provider of asset integrity services with strong growth potential especially after its acquisition of NV5 positioning it for significant value creation akin to APi Group. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1997735465261113505)  2025-12-07T18:30Z 9354 followers, 4268 engagements


"Loomis Sayles Growth Fund on Tesla $TSLA US Thesis: Tesla is well-positioned for long-term growth due to increasing electric vehicle adoption advances in autonomous driving technology and strong profit potential from high-margin software offerings. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1997765653592260853)  2025-12-07T20:30Z 9353 followers, 1311 engagements


"Mayar Capital on Solventum $SOLV US Thesis: Solventum is a newly spun-off healthcare company from 3M well-positioned for growth and innovation despite inheriting a challenging financial situation and is focused on simplifying its portfolio and enhancing operational efficiency. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1998037593930293559)  2025-12-08T14:30Z 9354 followers, 1013 engagements


"Ariel Global Fund on Minth Group Ltd. $XXX HK Thesis: Minth Group Ltd. is a compelling investment due to its strong position in the automotive supply chain growth potential in electric vehicles and strategic diversification into robotics and eVTOLs making it an attractive entry point after recent share price dips. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1998097905639383064)  2025-12-08T18:30Z 9354 followers, 1059 engagements


"Ariel Global Fund on SUMCO Corporation $3436 JP Thesis: SUMCO Corporation is well-positioned for growth due to rising Edge AI adoption capacity expansion and stable pricing with a double-digit free cash flow yield indicating it is undervalued. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1998158248231207242)  2025-12-08T22:30Z 9354 followers, 1185 engagements


"Bristolgate Canadian Equity Strategy on Loblaw Companies Limited $L CN Thesis: Loblaw is Canada's largest grocery retailer known for its diverse store formats and integrated approach in food retail pharmacy and digital commerce with strong potential for consistent returns and dividend growth. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1998430136949985658)  2025-12-09T16:30Z 9354 followers, 1024 engagements


"Artisan Sustainable Emerging Markets Strategy on Hengli Petrochemical $HLPH US Thesis: Hengli Petrochemical is a compelling investment due to its fully integrated platform efficient asset base and strategic focus on China's growing polyester and plastics sector. (From their Q325 letter link in bio)"  
[X Link](https://x.com/StockCompil/status/1998520643168391593)  2025-12-09T22:30Z 9354 followers, XXX engagements