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# ![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1105091678648651777.png) @TLM_Capital Think Like Munger

Think Like Munger posts on X about $csu, $csuto, constellation, $tpl the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1105091678648651777/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1105091678648651777/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX +3,812,600%
- X Months XXXXXX +3,055%
- X Year XXXXXX +115%

### Mentions: XX [#](/creator/twitter::1105091678648651777/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1105091678648651777/c:line/m:posts_active.svg)

- X Month XX +5,200%
- X Months XX +287%
- X Year XX -XX%

### Followers: XXX [#](/creator/twitter::1105091678648651777/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1105091678648651777/c:line/m:followers.svg)

- X Week XXX +7.60%
- X Month XXX +56%
- X Months XXX +51%
- X Year XXX +43%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1105091678648651777/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1105091678648651777/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1105091678648651777/influence)
---

**Social category influence**
[stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [luxury brands](/list/luxury-brands)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks) 

**Social topic influence**
[$csu](/topic/$csu), [$csuto](/topic/$csuto), [constellation](/topic/constellation), [$tpl](/topic/$tpl), [$odfl](/topic/$odfl), [$dnp](/topic/$dnp), [$indt](/topic/$indt), [$vitbst](/topic/$vitbst) #1, [$vitb](/topic/$vitb) #1, [investment](/topic/investment)

**Top assets mentioned**
[Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [DNP Select Income Fund Inc. (DNP)](/topic/$dnp) [Penpie (PNP)](/topic/$pnp) [Intuit Inc. (INTU)](/topic/$intu) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Team Vitality Fan Token (VIT)](/topic/$vit) [Heima (HEI)](/topic/$hei) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Markel, Corp. (MKL)](/topic/$mkl) [Ferrari N.V. (RACE)](/topic/$race) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Sterling Infrastructure, Inc. Common Stock (STRL)](/topic/$strl) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [NVR, Inc. (NVR)](/topic/$nvr) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [HEICO CORP CL A (HEI.A)](/topic/$heia) [Copart, Inc. (CPRT)](/topic/$cprt) [Saia, Inc. (SAIA)](/topic/$saia) [Waste Connections, Inc. (WCN)](/topic/$wcn) [Newmont Corporation (NEM)](/topic/$nem) [Mainframe (MFT)](/topic/$mft) [Church & Dwight Co., Inc. (CHD)](/topic/$chd) [Galaxy Digital Inc. (GLXY)](/topic/$glxy)
### Top Social Posts [#](/creator/twitter::1105091678648651777/posts)
---
Top posts by engagements in the last XX hours

"Alright I see you really liked the idea. So throughout the day Ill be updating the document with all the annual letters from Mark Leonard CEO of Constellation Software $CSU $CSU.TO"  
![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1105091678648651777.png) [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1945392124410613793) 2025-07-16 07:56:40 UTC XXX followers, XXX engagements


"๐Ÿง  My strategy blends: Long-term ownership mindset Opportunistic reinvestment during drawdowns Focus on quality + high return on capital Risk control via rising stop losses Valuation filter: FCF yield vs. 10Y Treasury"  
![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1105091678648651777.png) [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1938185400595440020) 2025-06-26 10:39:43 UTC XXX followers, XX engagements


"Throughout the day Ill be adding more One Pages to the company list linked later in this thread. For now youll find Constellation Software $CSU $CSU.TO and Texas Pacific Land $TPL but more are already lined up and ready to go"  
![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1105091678648651777.png) [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1940708966553772299) 2025-07-03 09:47:28 UTC XXX followers, XXX engagements


"Look at margins ROIC and key metrics. Not saying $SAIA is a bad stock (I just wouldn't own it) but I prefer the best in the industry: $ODFL. Its rivals spend heavily to gain share but $ODFL wins every time thanks to unbeatable capital allocation"  
![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1105091678648651777.png) [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1943319523756753342) 2025-07-10 14:40:54 UTC XXX followers, XXX engagements


"And the perfect example is Constellation Software $CSU $CSU.TO. PE ratio of XX. Wouldnt you buy it Youd be crazy not to"  
![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1105091678648651777.png) [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1941492241958305832) 2025-07-05 13:39:56 UTC XXX followers, 1229 engagements


"What do you think about HEICO Corporation $HEI Personally I see it as one of the most quietly outstanding compounders out thereniche aerospace high margins strong insider ownership and a decentralized M&A strategy thats worked for decades. A true quality compounder"  
![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1105091678648651777.png) [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1939968656487715151) 2025-07-01 08:45:45 UTC XXX followers, 1191 engagements


"Patience. Let the experts do their job. The management team has an excellent track record. One or a few bad quarters dont mean the business is in decline. Anyone who sold $CSU $CSU.TO and stopped trusting Mark Leonard when things got tough must be regretting it. Its the same"  
![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1105091678648651777.png) [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1945496295918973352) 2025-07-16 14:50:37 UTC XXX followers, 1049 engagements


"I also hold niche under-the-radar plays: ๐ŸŽฏ $DNP $SGN $ABS $PNP $NORBT They dominate small verticals too trivial for copycats which gives them pricing power and durability"  
![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1105091678648651777.png) [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1938185406173806813) 2025-06-26 10:39:45 UTC XXX followers, XXX engagements


"A thread explaining my portfolio ๐Ÿ‘‡๐Ÿฝ $CSU $TPL $RMS $RACE $NVR $MKL $KNSL $DNP $DNP.WA $HEI $HEI.A $KKR $INTU $APO $PLUS $ENX $FICO $STRL $ODFL $BRK.A $BRK.B Tencent $CPRT $ADDT $INDT $LAGR $SGN $ABS $PNP $PNP.TO $NORBT"  
![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1105091678648651777.png) [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1938186878395494400) 2025-06-26 10:45:36 UTC XXX followers, 1283 engagements


"Im collecting annual letters from the top serial acquirers. Mark Leonard $CSU $CSU.TO is the most famous but others like Lars Stenlund (former CEO of Vitec $VITB.ST $VIT $VITB) and current CEO Olle Bckman are also worth reading. - $LAGR - $INDT - $ADDT Also included"  
![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1105091678648651777.png) [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1945008847229169813) 2025-07-15 06:33:40 UTC XXX followers, 1497 engagements


"๐Ÿงต Heres my long-term investment portfolio: $CSU $TPL $RMS $RACE $NVR $MKL $KNSL $DNP $DNP.WA $HEI $HEI.A $KKR $INTU $APO $PLUS $ENX $FICO $STRL $ODFL $BRK.A $BRK.B Tencent $CPRT $ADDT $INDT $LAGR $SGN $ABS $PNP $PNP.TO $NORBT Details below ๐Ÿ‘‡"  
![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1105091678648651777.png) [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1938185393884529011) 2025-06-26 10:39:42 UTC XXX followers, 1473 engagements


"๐Ÿ”Ž What kind of businesses Vertical software ( $CSU $ADDT $INDT) Infrastructure & logistics ( $STRL $ODFL $TPL) Global luxury ( $RMS $RACE) Private equity / capital allocators ( $KKR $APO $MKL) Scalable tech with network effects ( $INTU $FICO Tencent)"  
![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1105091678648651777.png) [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1938185403678273942) 2025-06-26 10:39:44 UTC XXX followers, XXX engagements


"People said the same about Berkshire $BRK.B years ago and it always proved a good buy. I have no doubt that in XX years the intrinsic value of Constellation $CSU $CSU.TO will keep growing at solid rates and the stock price will follow"  
![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1105091678648651777.png) [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1943315413573554202) 2025-07-10 14:24:34 UTC XXX followers, 2022 engagements


"Yes. Waste Connections $WCN $WCN.TO is in my investment universe and I recommend holding any company on that list if your plan is to invest for the long term"  
![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1105091678648651777.png) [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1941150868709183901) 2025-07-04 15:03:26 UTC XXX followers, XXX engagements


"We tend to overcomplicate investing. Learning from Greenblatt you realize that equally diversifying across XX good businesses is a solid approach. A strong 2025 portfolio could look like: $SDI $6028 $DNP $ODFL $TIH $MFT $INDT $6532 $INTU $GTT $AOF $CHD $NEM $ABS $RMS"  
![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1105091678648651777.png) [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1938484365572673584) 2025-06-27 06:27:42 UTC XXX followers, XXX engagements


"Thanks a lot Noted. If any other company comes to mind feel free to share. Always looking to add more to the quality watchlist. Lets keep building a strong community of long-term compounder-minded investors here on Twitter. $FFH.TO is a solid one"  
![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1105091678648651777.png) [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1939080502364848129) 2025-06-28 21:56:32 UTC XXX followers, XXX engagements


"๐Ÿ“š LIBRARY UPDATE As you know Im uploading One Pages of the worlds best compounders in the link shared in the second tweet of this thread Until now โœ” Constellation Software $CSU $CSU.TO โœ” Texas Pacific Land $TPL Just added โž• Lagercrantz $LAGR โž• Dino Polska $DNP $DNP.WA"  
![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1105091678648651777.png) [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1940774683152208378) 2025-07-03 14:08:36 UTC XXX followers, XXX engagements


"Its not that Topicus $TOI.V might become the next Constellation Software $CSU $CSU.TO its that its already becoming it. Same DNA same playbook and a long runway ahead. If you believe in compounding this story deserves your full attention"  
![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1105091678648651777.png) [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1940392180411150575) 2025-07-02 12:48:41 UTC XXX followers, XXX engagements


"Now available: the collection of annual letters from the worlds top serial acquirers. For now it only includes Vitec Softwares $VIT $VITB $VITB.ST letters from 2014 to the present. Link in the next tweet in the thread ๐Ÿ‘‡๐Ÿฝ"  
![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1105091678648651777.png) [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1945133534751965231) 2025-07-15 14:49:08 UTC XXX followers, 2345 engagements


"Check out the list and the profile in general. The work being done is incredible. A huge source of both inspiration and above all information. The fact that it includes companies like $SGN $SGN.WA and $NORBT says a lot about how deep the research really goes ๐Ÿ‘‡๐Ÿฝ"  
![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1105091678648651777.png) [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1942949784979173852) 2025-07-09 14:11:41 UTC XXX followers, XXX engagements


"I dont think buying Pinetree $PNP $PNP.TO at these prices is a bad idea Everyone says it trades at too big a premium over NAV. But what really stands out here is the management. Doesnt it sound like Berkshire $BRK.B and Warren Buffett Now take a look at the PB ratio of both"  
![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1105091678648651777.png) [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1941150024345530669) 2025-07-04 15:00:05 UTC XXX followers, XXX engagements


"Anyone who knows what theyre doing has Constellation Software $CSU $CSU.TO and Mark Leonard working for them"  
![@TLM_Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1105091678648651777.png) [@TLM_Capital](/creator/x/TLM_Capital) on [X](/post/tweet/1941147774453706777) 2025-07-04 14:51:08 UTC XXX followers, 1038 engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1353384573435056128",
      "creator_name": "rovercrc",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1891433835675475969/J-TloTb6_200x200.png",
      "creator_followers": 1267738,
      "creator_rank": 1,
      "interactions_24h": 1686455
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last XX hours that have interactions
+ **interactions_24h**: Number of interactions in the last XX hours




---

### Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

+ **category**: _Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "youtube::UC0C-w0YjGpqDXGB8IHb662A",
      "creator_name": "edsheeran",
      "creator_avatar": "https://yt3.ggpht.com/pZQ5JMD4EOI8TcNYAPTzMexe_fC0CKnb_hYlV4rPfIzmDidF239fH1XKmzkeT30XSg7fxNwc_w=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 57700000,
      "creator_rank": 1,
      "interactions_24h": 39981772
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last XX hours that have interactions
+ **interactions_24h**: Number of interactions in the last XX hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "FoxNews",
      "creator_display_name": "Fox News",
      "creator_id": "1367531",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1591278197844414464/O6Fp0hFB_200x200.jpg",
      "creator_followers": 26725655,
      "creator_posts": 2639,
      "creator_rank": 1,
      "interactions_24h": 378298216
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last XX hours
+ **creator_rank**: ranking based on all posts in the last XX hours that have interactions
+ **interactions_24h**: Number of interactions in the last XX hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/1936002956333080576/kqqe2iWO_200x200.jpg",
    "creator_followers": 221643469,
    "creator_rank": "9",
    "interactions_24h": 137219778,
    "topic_influence": [
      {
        "topic": "elon musk",
        "count": 282,
        "percent": 4.45,
        "rank": X
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last XX hours that have interactions
+ **interactions_24h**: Number of interactions in the last XX hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $




---

[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.]

@TLM_Capital Avatar @TLM_Capital Think Like Munger

Think Like Munger posts on X about $csu, $csuto, constellation, $tpl the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX -XX%
  • X Month XXXXXX +3,812,600%
  • X Months XXXXXX +3,055%
  • X Year XXXXXX +115%

Mentions: XX #

Mentions Line Chart

  • X Month XX +5,200%
  • X Months XX +287%
  • X Year XX -XX%

Followers: XXX #

Followers Line Chart

  • X Week XXX +7.60%
  • X Month XXX +56%
  • X Months XXX +51%
  • X Year XXX +43%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks cryptocurrencies finance technology brands luxury brands automotive brands social networks

Social topic influence $csu, $csuto, constellation, $tpl, $odfl, $dnp, $indt, $vitbst #1, $vitb #1, investment

Top assets mentioned Texas Pacific Land, Corp. (TPL) Old Dominion Freight Line Inc (ODFL) DNP Select Income Fund Inc. (DNP) Penpie (PNP) Intuit Inc. (INTU) Berkshire Hathaway Inc Class B (BRK.B) Team Vitality Fan Token (VIT) Heima (HEI) Fair Isaac, Corp. (FICO) Markel, Corp. (MKL) Ferrari N.V. (RACE) KKR & Co, Inc. (KKR) Apollo Global Management, Inc. (APO) Sterling Infrastructure, Inc. Common Stock (STRL) Berkshire Hathaway Inc. (BRK.A) NVR, Inc. (NVR) Kinsale Capital Group, Inc. (KNSL) HEICO CORP CL A (HEI.A) Copart, Inc. (CPRT) Saia, Inc. (SAIA) Waste Connections, Inc. (WCN) Newmont Corporation (NEM) Mainframe (MFT) Church & Dwight Co., Inc. (CHD) Galaxy Digital Inc. (GLXY)

Top Social Posts #


Top posts by engagements in the last XX hours

"Alright I see you really liked the idea. So throughout the day Ill be updating the document with all the annual letters from Mark Leonard CEO of Constellation Software $CSU $CSU.TO"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-16 07:56:40 UTC XXX followers, XXX engagements

"๐Ÿง  My strategy blends: Long-term ownership mindset Opportunistic reinvestment during drawdowns Focus on quality + high return on capital Risk control via rising stop losses Valuation filter: FCF yield vs. 10Y Treasury"
@TLM_Capital Avatar @TLM_Capital on X 2025-06-26 10:39:43 UTC XXX followers, XX engagements

"Throughout the day Ill be adding more One Pages to the company list linked later in this thread. For now youll find Constellation Software $CSU $CSU.TO and Texas Pacific Land $TPL but more are already lined up and ready to go"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-03 09:47:28 UTC XXX followers, XXX engagements

"Look at margins ROIC and key metrics. Not saying $SAIA is a bad stock (I just wouldn't own it) but I prefer the best in the industry: $ODFL. Its rivals spend heavily to gain share but $ODFL wins every time thanks to unbeatable capital allocation"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-10 14:40:54 UTC XXX followers, XXX engagements

"And the perfect example is Constellation Software $CSU $CSU.TO. PE ratio of XX. Wouldnt you buy it Youd be crazy not to"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-05 13:39:56 UTC XXX followers, 1229 engagements

"What do you think about HEICO Corporation $HEI Personally I see it as one of the most quietly outstanding compounders out thereniche aerospace high margins strong insider ownership and a decentralized M&A strategy thats worked for decades. A true quality compounder"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-01 08:45:45 UTC XXX followers, 1191 engagements

"Patience. Let the experts do their job. The management team has an excellent track record. One or a few bad quarters dont mean the business is in decline. Anyone who sold $CSU $CSU.TO and stopped trusting Mark Leonard when things got tough must be regretting it. Its the same"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-16 14:50:37 UTC XXX followers, 1049 engagements

"I also hold niche under-the-radar plays: ๐ŸŽฏ $DNP $SGN $ABS $PNP $NORBT They dominate small verticals too trivial for copycats which gives them pricing power and durability"
@TLM_Capital Avatar @TLM_Capital on X 2025-06-26 10:39:45 UTC XXX followers, XXX engagements

"A thread explaining my portfolio ๐Ÿ‘‡๐Ÿฝ $CSU $TPL $RMS $RACE $NVR $MKL $KNSL $DNP $DNP.WA $HEI $HEI.A $KKR $INTU $APO $PLUS $ENX $FICO $STRL $ODFL $BRK.A $BRK.B Tencent $CPRT $ADDT $INDT $LAGR $SGN $ABS $PNP $PNP.TO $NORBT"
@TLM_Capital Avatar @TLM_Capital on X 2025-06-26 10:45:36 UTC XXX followers, 1283 engagements

"Im collecting annual letters from the top serial acquirers. Mark Leonard $CSU $CSU.TO is the most famous but others like Lars Stenlund (former CEO of Vitec $VITB.ST $VIT $VITB) and current CEO Olle Bckman are also worth reading. - $LAGR - $INDT - $ADDT Also included"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-15 06:33:40 UTC XXX followers, 1497 engagements

"๐Ÿงต Heres my long-term investment portfolio: $CSU $TPL $RMS $RACE $NVR $MKL $KNSL $DNP $DNP.WA $HEI $HEI.A $KKR $INTU $APO $PLUS $ENX $FICO $STRL $ODFL $BRK.A $BRK.B Tencent $CPRT $ADDT $INDT $LAGR $SGN $ABS $PNP $PNP.TO $NORBT Details below ๐Ÿ‘‡"
@TLM_Capital Avatar @TLM_Capital on X 2025-06-26 10:39:42 UTC XXX followers, 1473 engagements

"๐Ÿ”Ž What kind of businesses Vertical software ( $CSU $ADDT $INDT) Infrastructure & logistics ( $STRL $ODFL $TPL) Global luxury ( $RMS $RACE) Private equity / capital allocators ( $KKR $APO $MKL) Scalable tech with network effects ( $INTU $FICO Tencent)"
@TLM_Capital Avatar @TLM_Capital on X 2025-06-26 10:39:44 UTC XXX followers, XXX engagements

"People said the same about Berkshire $BRK.B years ago and it always proved a good buy. I have no doubt that in XX years the intrinsic value of Constellation $CSU $CSU.TO will keep growing at solid rates and the stock price will follow"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-10 14:24:34 UTC XXX followers, 2022 engagements

"Yes. Waste Connections $WCN $WCN.TO is in my investment universe and I recommend holding any company on that list if your plan is to invest for the long term"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-04 15:03:26 UTC XXX followers, XXX engagements

"We tend to overcomplicate investing. Learning from Greenblatt you realize that equally diversifying across XX good businesses is a solid approach. A strong 2025 portfolio could look like: $SDI $6028 $DNP $ODFL $TIH $MFT $INDT $6532 $INTU $GTT $AOF $CHD $NEM $ABS $RMS"
@TLM_Capital Avatar @TLM_Capital on X 2025-06-27 06:27:42 UTC XXX followers, XXX engagements

"Thanks a lot Noted. If any other company comes to mind feel free to share. Always looking to add more to the quality watchlist. Lets keep building a strong community of long-term compounder-minded investors here on Twitter. $FFH.TO is a solid one"
@TLM_Capital Avatar @TLM_Capital on X 2025-06-28 21:56:32 UTC XXX followers, XXX engagements

"๐Ÿ“š LIBRARY UPDATE As you know Im uploading One Pages of the worlds best compounders in the link shared in the second tweet of this thread Until now โœ” Constellation Software $CSU $CSU.TO โœ” Texas Pacific Land $TPL Just added โž• Lagercrantz $LAGR โž• Dino Polska $DNP $DNP.WA"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-03 14:08:36 UTC XXX followers, XXX engagements

"Its not that Topicus $TOI.V might become the next Constellation Software $CSU $CSU.TO its that its already becoming it. Same DNA same playbook and a long runway ahead. If you believe in compounding this story deserves your full attention"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-02 12:48:41 UTC XXX followers, XXX engagements

"Now available: the collection of annual letters from the worlds top serial acquirers. For now it only includes Vitec Softwares $VIT $VITB $VITB.ST letters from 2014 to the present. Link in the next tweet in the thread ๐Ÿ‘‡๐Ÿฝ"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-15 14:49:08 UTC XXX followers, 2345 engagements

"Check out the list and the profile in general. The work being done is incredible. A huge source of both inspiration and above all information. The fact that it includes companies like $SGN $SGN.WA and $NORBT says a lot about how deep the research really goes ๐Ÿ‘‡๐Ÿฝ"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-09 14:11:41 UTC XXX followers, XXX engagements

"I dont think buying Pinetree $PNP $PNP.TO at these prices is a bad idea Everyone says it trades at too big a premium over NAV. But what really stands out here is the management. Doesnt it sound like Berkshire $BRK.B and Warren Buffett Now take a look at the PB ratio of both"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-04 15:00:05 UTC XXX followers, XXX engagements

"Anyone who knows what theyre doing has Constellation Software $CSU $CSU.TO and Mark Leonard working for them"
@TLM_Capital Avatar @TLM_Capital on X 2025-07-04 14:51:08 UTC XXX followers, 1038 engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

  • topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1353384573435056128",
      "creator_name": "rovercrc",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1891433835675475969/J-TloTb6_200x200.png",
      "creator_followers": 1267738,
      "creator_rank": 1,
      "interactions_24h": 1686455
    }
  ]
}

Schema:

  • creator_id: The [network]::[unique_id] for the influencer
  • creator_name: The unique screen name for the influencer
  • creator_avatar: The URL to the avatar for the creator
  • creator_followers: number of followers the account has
  • creator_rank: ranking based on all posts in the last XX hours that have interactions
  • interactions_24h: Number of interactions in the last XX hours

Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

  • category: Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces. required

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "youtube::UC0C-w0YjGpqDXGB8IHb662A",
      "creator_name": "edsheeran",
      "creator_avatar": "https://yt3.ggpht.com/pZQ5JMD4EOI8TcNYAPTzMexe_fC0CKnb_hYlV4rPfIzmDidF239fH1XKmzkeT30XSg7fxNwc_w=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 57700000,
      "creator_rank": 1,
      "interactions_24h": 39981772
    }
  ]
}

Schema:

  • creator_id: The [network]::[unique_id] for the influencer
  • creator_name: The unique screen name for the influencer
  • creator_avatar: The URL to the avatar for the creator
  • creator_followers: number of followers the account has
  • creator_rank: ranking based on all posts in the last XX hours that have interactions
  • interactions_24h: Number of interactions in the last XX hours

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "FoxNews",
      "creator_display_name": "Fox News",
      "creator_id": "1367531",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1591278197844414464/O6Fp0hFB_200x200.jpg",
      "creator_followers": 26725655,
      "creator_posts": 2639,
      "creator_rank": 1,
      "interactions_24h": 378298216
    }
  ]
}

Schema:

  • creator_name: The unique screen name for the influencer
  • creator_display_name: The chosen display name for the influencer if available
  • creator_id: The [network]::[unique_id] for the influencer
  • creator_network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
  • creator_avatar: The URL to the avatar for the creator
  • creator_followers: number of followers the account has
  • creator_posts: total number of posts with interactions in the last XX hours
  • creator_rank: ranking based on all posts in the last XX hours that have interactions
  • interactions_24h: Number of interactions in the last XX hours

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

  • network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
  • id: Provide the unique ID or screen name of the creator required

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/1936002956333080576/kqqe2iWO_200x200.jpg",
    "creator_followers": 221643469,
    "creator_rank": "9",
    "interactions_24h": 137219778,
    "topic_influence": [
      {
        "topic": "elon musk",
        "count": 282,
        "percent": 4.45,
        "rank": X
      }
    ]
  }
}

Schema:

  • creator_id: The [network]::[unique_id] for the influencer
  • creator_name: The unique screen name for the influencer
  • creator_display_name: The chosen display name for the influencer if available
  • creator_avatar: The URL to the avatar for the creator
  • creator_followers: number of followers the account has
  • creator_rank: ranking based on all posts in the last XX hours that have interactions
  • interactions_24h: Number of interactions in the last XX hours
  • topic_influence: an array of social topics and the creators ranking on each topic
  • topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $

creator/x::TLM_Capital
/creator/x::TLM_Capital