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# ![@invest091 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1653564935782400000.png) @invest091 Michael | Stock Spotlight 🎙️

Michael | Stock Spotlight 🎙️ posts on X about $bmi, business, strong, $cprt the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1653564935782400000/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1653564935782400000/c:line/m:interactions.svg)

- X Week XXXXXX +98%
- X Month XXXXXX -XX%
- X Months XXXXXXX +49%
- X Year XXXXXXX +453%

### Mentions: XX [#](/creator/twitter::1653564935782400000/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1653564935782400000/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX +6.90%
- X Year XXXXX +129%

### Followers: XXXXX [#](/creator/twitter::1653564935782400000/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1653564935782400000/c:line/m:followers.svg)

- X Week XXXXX +0.61%
- X Month XXXXX +3.30%
- X Months XXXXX +88%
- X Year XXXXX +469%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1653564935782400000/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1653564935782400000/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [social networks](/list/social-networks)  XXXX% [exchanges](/list/exchanges)  XXXX% [countries](/list/countries)  XXX%

**Social topic influence**
[$bmi](/topic/$bmi) #1, [business](/topic/business) 12.05%, [strong](/topic/strong) 9.64%, [$cprt](/topic/$cprt) #95, [$tost](/topic/$tost) #4, [meter](/topic/meter) #405, [flow](/topic/flow) 6.02%, [$four](/topic/$four) #17, [cash flow](/topic/cash-flow) #334, [stocks](/topic/stocks) XXXX%

**Top accounts mentioned or mentioned by**
[@shivamkashan](/creator/undefined) [@saynototrading](/creator/undefined) [@bobspaysubstack](/creator/undefined) [@dimitrynakhla](/creator/undefined) [@stonkmetal](/creator/undefined) [@business](/creator/undefined) [@lloydjamesross](/creator/undefined) [@investsmart94](/creator/undefined) [@speedwellllc](/creator/undefined) [@bushwoodcap](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@cvxbets](/creator/undefined) [@fiscorainvest](/creator/undefined) [@divfinsanalyst](/creator/undefined) [@griffonomics](/creator/undefined) [@investinassets](/creator/undefined) [@kyleadamsstocks](/creator/undefined) [@latticeinvestor](/creator/undefined) [@themattharbaugh](/creator/undefined) [@bourboncap](/creator/undefined)

**Top assets mentioned**
[Bridge Mutual (BMI)](/topic/$bmi) [Copart, Inc. (CPRT)](/topic/$cprt) [Toast, Inc. (TOST)](/topic/$tost) [4 (FOUR)](/topic/$four) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Block, Inc. (XYZ)](/topic/$xyz) [Decentral Games ICE (ICE)](/topic/$ice) [Medicalchain (MTN)](/topic/$mtn) [Cross The Ages (CTA)](/topic/$cta) [Xylem Inc (XYL)](/topic/$xyl) [Itron Inc (ITRI)](/topic/$itri) [UNIPOLY (UNP)](/topic/$unp) [Oracle Corporation (ORCL)](/topic/$orcl) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [WW Grainger Inc (GWW)](/topic/$gww) [Align Technology, Inc. (ALGN)](/topic/$algn) [Fortinet Inc (FTNT)](/topic/$ftnt) [Cream (CRM)](/topic/$crm) [Roper Technologies Inc (ROP)](/topic/$rop) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [JAMES HARDIE INDUSTRIES plc. (JHX)](/topic/$jhx) [Universal Display Corp (OLED)](/topic/$oled) [Centric Swap (CNS)](/topic/$cns) [Streamity (STM)](/topic/$stm) [CatCoin (CAT)](/topic/$cat) [Deere & Company (DE)](/topic/$de) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Allstate Corp (ALL)](/topic/allstate) [SafeMoon (SFM)](/topic/$sfm) [Adappter Token (ADP)](/topic/$adp) [Cboe Global Markets, Inc. (CBOE)](/topic/$cboe) [Spotify Technology (SPOT)](/topic/$spot) [Adobe, Inc. (ADBE)](/topic/$adbe) [SAP SE (SAP)](/topic/$sap) [Microsoft Corp. (MSFT)](/topic/$msft) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Walmart, Inc. (WMT)](/topic/$wmt) [MercadoLibre Inc (MELI)](/topic/$meli) [Manhattan Associates, Inc. (MANH)](/topic/$manh) [Fiserv Inc (FISV)](/topic/$fisv) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Now Coin (NOW)](/topic/$now) [PoolTogether (POOL)](/topic/$pool)
### Top Social Posts
Top posts by engagements in the last XX hours

"Fresh off Q4 XX earnings Vail Resorts $MTN shows a mixed fair value picture: 📌DCF FV: $XXX (Undervalued) 📌Adj DCF FV (net debt): $XXX (Overvalued) 📌Forward P/E: 21x vs 10Y avg 37x FV $XXX 📌EV/EBITDA: 12x vs 10Y avg 15x FV $XXX 📌P/FCF: 14x vs 10Y avg 17x FV $XXX Range of outcomes is wide ($74-$288) but multiples suggest some upside potential"  
[X Link](https://x.com/invest091/status/1977135370492948632)  2025-10-11T22:13Z 2152 followers, XXX engagements


"Skier visits in NA: 75M in FY14 78M in FY24. Thats XX years for 3m more skier days. $MTN wants to create loyalty in low growth industry. But can they actually make the pie bigger or just charge more for the same pie"  
[X Link](https://x.com/invest091/status/1978226815022879046)  2025-10-14T22:30Z 2152 followers, 1182 engagements


"Next Episode Update: Copart $CPRT 🚗 Near 52-week lows and fair value territory is now a time to start a position 🎙 Joined by special guest @shivamkashan 🔍 We break down why the stock has lagged this year their strong business model moat key risk factors and long-term growth drivers 💥 Releasing Friday October 31st Halloween premiere 🎃 #StockSpotlight #Copart #Podcast #Episode20"  
[X Link](https://x.com/invest091/status/1981760094103597260)  2025-10-24T16:30Z 2152 followers, XXX engagements


"@Speedwell_LLC And now $VEEV has dumped $CRM and built their own. Ha. But he's very smart to learn from others"  
[X Link](https://x.com/invest091/status/1997700292171935848)  2025-12-07T16:10Z 2152 followers, XXX engagements


"How much SaaS is hiding inside the major payments players Using TTM data: $TOST XX% of revenue from SaaS but XX% of gross profit. Payments + SaaS hybrid. $FOUR XX% subscription revenue no GP breakout. Still payments-only economically. $XYZ XX% of revenue and XX% of gross profit from subscription/services. Another hybrid. $ADYEN X% SaaS. Pure global payments processor"  
[X Link](https://x.com/invest091/status/1997401491594973342)  2025-12-06T20:23Z 2152 followers, 13K engagements


"@bobspaysubstack Very true Adyen is probably the safer bet with Toast having some intriguing international runway (should they so choose I think on of their latest IT decks has some details on their international TAM)"  
[X Link](https://x.com/invest091/status/1998087615372009660)  2025-12-08T17:49Z 2152 followers, XX engagements


"Me trying to explain to my Boomer retired Dad why my alt sleeve is XX% of my portfolio. $BTAL $CTA $DBMF $KMLM"  
[X Link](https://x.com/invest091/status/1903147096733274613)  2025-03-21T18:10Z 2150 followers, 1352 engagements


"My alternative sleeve now makes up XX% of my portfolio: $BTAL - An anti-beta play that hedges against equity downturns. Defensive & uncorrelated. $CTA - Trend following mean reversion and carry in bonds & commodities $DBMF - Aims to replicate top hedge fund strategies $KMLM - Long-term trend following across bonds commodities and currencies Should I do a podcast episode on the alternatives asset class #Investing #Alternatives"  
[X Link](https://x.com/invest091/status/1903816506602897677)  2025-03-23T14:30Z 2150 followers, 1486 engagements


"📊 Smart Water Metering: $BMI vs $XYL vs $ITRI vs $ROP Badger Meter shows why investors treat it as a "quality compounder." With gross margins near XX% and FCF margins of XX% it outpaces water peers like Xylem and Itron and its ROIC (18% 5-yr avg) is best-in-class. Efficiency is also a strength generating $70K of free cash flow per employee nearly double Xylem and Itron. Growth outlook is steadier: revenue is projected to rise X% annually but free cash flow growth lags peers at XX% versus Itrons 17%+. That maturity explains its premium valuation 38x forward earnings and 41x EV/FCF investors"  
[X Link](https://x.com/invest091/status/1964427133213954561)  2025-09-06T20:35Z 2150 followers, 3753 engagements


"📊 R&D Efficiency = Avg revenue growth (this yr + last yr) Avg R&D % of sales (lagged X yr) Ex: 2024 = (2023 & 2024 rev growth avg) (2022 & 2023 R&D % avg). $BMI clocks in at 7.6x leaner & more efficient than peers like $ITRI and $XYL"  
[X Link](https://x.com/invest091/status/1968400564968190189)  2025-09-17T19:44Z 2150 followers, 1217 engagements


"Stocks with 30%+ Gross Margin 10%+ 5-YR ROIC XX% Rev Growth Next Year and trading at 2030x Forward PE (with XX% price target upside): X. Eli Lilly $LLY X. Freeport-McMoRan $FCX X. STMicroelectronics $STM X. James Hardie $JHX X. Universal Display $OLED X. Cohen & Steers $CNS X. Himax Technologies $HIMX"  
[X Link](https://x.com/invest091/status/1972667672828731667)  2025-09-29T14:19Z 2151 followers, XXX engagements


"@stonkmetal and here I was thinking this was $CAT vs $DE at first"  
[X Link](https://x.com/invest091/status/1975232496611860490)  2025-10-06T16:11Z 2150 followers, XXX engagements


"Just wrapped $CPRT Episode XX with @shivamkashan 🎙 One risk I wanted to dig into was supplier concentration since Copart relies heavily on insurers for volumes. But Shivam pulled up this NAIC chartand the top X carriers (State Farm Progressive Berkshire Hathaway Allstate) only control XX% of the market. 👉 Not as concentrated as I initially thought. Look for the episode to drop on Halloween morning 🎃"  
[X Link](https://x.com/invest091/status/1982477322579251619)  2025-10-26T16:00Z 2151 followers, 2972 engagements


"Over the last XX years $CPRT's Revenue Stability has been a quiet fortress consistently above XX for the past decade. That kind of durability is rare. Its what moats are made of. 🎃 Be sure to tune in to @shivamkashan and my Halloween special guest episode 🗓 Friday Oct 30th at 6:30 AM PST 🎧 Stock Spotlight Podcast #StockSpotlight #Podcast #CPRT #QualityGrowth"  
[X Link](https://x.com/invest091/status/1983209646413255029)  2025-10-28T16:30Z 2150 followers, 2191 engagements


"Episode 20: A conversation on $CPRT unpacking one of the markets most durable compounders. Copart is the global leader in online salvage vehicle auctions a vertically integrated marketplace that connects insurers fleets and dismantlers. With a dominant U.S. market share and hard-to-replicate infrastructure Copart has quietly built an Amazon-sized moat in a niche industry. With shares trading near 52-week lows its a timely moment to revisit the business. 🎙 Featuring @shivamkashan investor at a family office 🎧 Now streaming: Spotify + Apple Podcasts + YouTube Links to follow 👇"  
[X Link](https://x.com/invest091/status/1984251513376809094)  2025-10-31T13:30Z 2150 followers, 2468 engagements


"$SFM was $XX the bottom"  
[X Link](https://x.com/invest091/status/1984271082283839996)  2025-10-31T14:47Z 2151 followers, XXX engagements


"6 watch list companies and price points I like 👀 X. $ADP @ $XXX X. $CBOE @ $XXX X. $CPRT $XX X. $ICE $XXX X. $UNP @ $XXX X. $VEEV $220-$260 What's on your watch list Share below"  
[X Link](https://x.com/invest091/status/1985308477112393916)  2025-11-03T11:30Z 2150 followers, 1022 engagements


"⚙ Stock Spotlight Watch List Valuation Trend I rebuilt my watch list tracker to merge valuation with technical context to find ideal entry prices for each stock on my watch list. Ideal Entry = (DCF Fair Value 0.5) + (Lower of 1-YR EMA and 5-YR EMA (1.05 if both trends are Up or Slightly Up otherwise 1.00) XXX ) Here's how the watch list ranks: 🟢Strong X and 5-YR trends closer to ideal entry price: $VEEV $NSSC $CBOE 🟡 Strong X and 5-YR trends further from ideal entry price: $APP $CDNS $KLAC $MEDP $ROL 🟡Value zones with 5-YR trend up: $DECK $SFM $TTD 🟠Mixed trend and value signals: $ADP"  
[X Link](https://x.com/invest091/status/1986071009255104899)  2025-11-05T14:00Z 2150 followers, 2532 engagements


"$CPRT's FCF Stability has steadily climbed from XX in 2016 to XX in 2025. Strong and getting stronger a sign of exceptional cash flow resilience and operating discipline. 🎧The full Halloween special episode is now live: 🎃Spotify Apple Podcasts YouTube #StockSpotlight #CPRT 🚀"  
[X Link](https://x.com/invest091/status/1986261756331892910)  2025-11-06T02:38Z 2150 followers, 2298 engagements


"Moat: Switching Costs 🔄 If its painful to leave customers stay. $ADBE Creative Cloud $SAP / $ORCL ERP $MSFT Azure Why it matters: Predictable revenue + pricing power. The sneakiest moat = switching costs. Its not love its lock-in. Ever tried moving an entire company off SAP or Adobe Exactly"  
[X Link](https://x.com/invest091/status/1986478692256948514)  2025-11-06T17:00Z 2151 followers, XXX engagements


"🚛 Breaking down the key revenue drivers of $MANH's business model Clip from Episode XX of the #StockSpotlight podcast 🎙 📱 Listen on Spotify/Apple Podcasts 📺 Watch with visuals on YouTube What does #FinTwit think of Manhattan Associates"  
[X Link](https://x.com/invest091/status/1986540342280392949)  2025-11-06T21:05Z 2151 followers, XXX engagements


"$CDNS CEO talking to Tom Lee about using GenAI to improve end results although I did find it interesting that he cautions generating those results "faster.""  
[X Link](https://x.com/invest091/status/1988353791146459297)  2025-11-11T21:11Z 2151 followers, XXX engagements


"$TDG carries over $30B in debt yet still grows EBITDA +14% YOY and generates $2B in Free Cash Flow. About XX% of that debt is fixed through 2029 letting TransDigm operate like a highly leveraged compounding machine using cheap debt to buy niche aerospace parts with strong pricing power"  
[X Link](https://x.com/invest091/status/1988639532749881525)  2025-11-12T16:06Z 2151 followers, XXX engagements


"📈 Welcome to the Watchlist Twice a month I am aiming to spotlight one high-quality business worth tracking based on long-term fundamentals. This weeks pick: $GWW - Grainger 🧰What they do: They sell the parts tools and safety gear that keep factories hospitals and warehouses running. Its called MRO = maintenance repair and operations. Why they're interesting: Customers come back again and again Efficient supply chain and private-label brands Strong profits and great customer loyalty Quiet compounder. #WatchlistWednesday #QualityStocks #Compounders"  
[X Link](https://x.com/invest091/status/1988977657107579200)  2025-11-13T14:30Z 2150 followers, XXX engagements


"Watching $CPRT and $VEEV earnings after the bell today 👀"  
[X Link](https://x.com/invest091/status/1991604141173666166)  2025-11-20T20:26Z 2151 followers, XXX engagements


"@business @shivamkashan @DimitryNakhla Initial thoughts Feels like this is a risk with $ICE especially if more follow. Cant say I was expecting a move like this so soon after my starter position 😂"  
[X Link](https://x.com/invest091/status/1991919268381053315)  2025-11-21T17:18Z 2150 followers, XXX engagements


"@shivamkashan @business @DimitryNakhla Yeah NYSE is only one piece of the business albeit maybe not as strong as it once was but totally makes sense Thanks Shivam"  
[X Link](https://x.com/invest091/status/1991937509635535142)  2025-11-21T18:31Z 2149 followers, XX engagements


"🚀Morningstar on $GWW (Grainger) 🏰Moat: Wide built on cost advantages + customer switching costs. Scale lowers procurement/distribution costs while Graingers broad catalog + high fulfillment rates create a one-stop shop dynamic. 🌍 TAM: US MRO (maintenance repair & operations) market is fragmented and huge. Grainger captures X% share today and Morningstar sees room for steady expansion given its digital edge + service depth. Graingers efficiency and customer stickiness give it staying power in a massive TAM. 👇"  
[X Link](https://x.com/invest091/status/1991995538003120439)  2025-11-21T22:22Z 2150 followers, XXX engagements


"@divfinsanalyst Enjoyed the read. Wanted to get your thoughts on $WMT leaving NYSE. Probably not hugely material to $ICE diverse business at this point but possibly underscores the competitiveness within equity exchanges (and TXSE debuting next year)"  
[X Link](https://x.com/invest091/status/1992984172345110622)  2025-11-24T15:50Z 2150 followers, XXX engagements


"I went through $ALGN Q3 XX call and pulled a few highlights for anyone tracking the name: Good: DSOs (Dental Support Organizations) now represent about XX% of Aligns business and this channel should be durable into 2026 Sequential improvement in practice activity in key markets Bad: Gross margin fell XXX pts YOY from restructuring asset impairments and inventory write-offs DSO up XXX days as Align extends flexible payment terms Deferred revenue down YOY as case volumes remain uneven"  
[X Link](https://x.com/invest091/status/1993761926447550836)  2025-11-26T19:21Z 2150 followers, XXX engagements


"Key takeaways from reviewing $UNP recent earnings call: UNP continues to flex its operating discipline Intermodal remains tough with truck pricing still highly competitive Customer impact from proposed merger is small (fewer than XX locations) and access arrangements will preserve optionality Management sees significant efficiency upside from eliminating duplicated fixed costs across both railroads Posting the screenshots below if you want to dig into the details"  
[X Link](https://x.com/invest091/status/1994108459952803841)  2025-11-27T18:18Z 2151 followers, XXX engagements


"@InvestInAssets I see $MELI $FTNT $CPRT 👀"  
[X Link](https://x.com/invest091/status/1994775912773234877)  2025-11-29T14:30Z 2151 followers, XXX engagements


"@KyleAdamsStocks Been researching $TOST $ALGN"  
[X Link](https://x.com/invest091/status/1994776211118329891)  2025-11-29T14:31Z 2150 followers, XXX engagements


"@SayNoToTrading This is giving me $TDG vibes whos the TransDigm of Italian supercar parts Haha"  
[X Link](https://x.com/invest091/status/1995583640764645514)  2025-12-01T19:59Z 2151 followers, XXX engagements


"$TOST EV/GP multiple has reset sharply to 12x TTM now below its 4-YR median of 16.3x and slightly above peers $XYZ 7.6x $FOUR 3.6x. But theres an important context check inherent in multiples: Toasts revenue growth has decelerated from XXX% XX% XX% XX% 26%. Historical averages get pulled up by periods of explosive growth and competitor comps can mislead because each player sits at a different stage of scale margin structure and reinvestment intensity. For Toast I'm using the following "normalized" EV/GP multiples moving forward: Conservative: 7-10x Base: 11-14x Bull: 15-18x"  
[X Link](https://x.com/invest091/status/1996361431722389758)  2025-12-03T23:30Z 2150 followers, 1078 engagements


"@BourbonCap Researching $TOST right now and $FOUR certainly looks like an intriguing alternative (similar growth better valuation). Both might be long-term winners though"  
[X Link](https://x.com/invest091/status/1996700877160325249)  2025-12-04T21:59Z 2150 followers, 1162 engagements


"@Jimmy_Investing recently broke down $FTNT on his Discord and these two slides stood out to me. Fortinet is still only about X% of total cybersecurity industry revenue despite being one of the most profitable vendors in the space. Given their mix of hardware SASE and platform consolidation tailwinds I believe they still have a long runway as security spending scales"  
[X Link](https://x.com/invest091/status/1997448469481676899)  2025-12-06T23:30Z 2150 followers, XXX engagements


"@Ashton_1nvests Probably ROE. It is often overrated because it can look strong even when the business is using high leverage"  
[X Link](https://x.com/invest091/status/1997700515053089275)  2025-12-07T16:11Z 2150 followers, XX engagements


"@myersbradley @TwoCentsGal Actually surprised HI isnt below CA at least based on my personal experience in both"  
[X Link](https://x.com/invest091/status/1998151126705725681)  2025-12-08T22:02Z 2151 followers, XX engagements


"$BMI doesnt just measure water it buys growth too. ⚡10-YR Median Acquisition Intensity: XXX% ⚡TTM: XXX% (SmartCover) Pattern = disciplined tuck-ins most years not reckless shopping sprees. Low-to-medium acquisitive overall but willing to swing when it counts"  
[X Link](https://x.com/invest091/status/1974255141688905766)  2025-10-03T23:28Z 2152 followers, XXX engagements


"👀 Earnings on deck tomorrow $BMI EPS beat XX / last XX quarters $MANH EPS beat XX / last XX quarters Consistent operators worth watching. #Earnings #Stocks #EarningsWatch"  
[X Link](https://x.com/invest091/status/1980446437532991684)  2025-10-21T01:30Z 2152 followers, XXX engagements


"🚨 $BMI Q3 '25 Earnings: Double Beat Strong Gross Margins & FCF Q3 '25 Results: 🔹Revenue: $235.7M vs. $230.9M est. (+13% YOY +2% beat) 🔹Diluted EPS: $XXXX vs. $XXXX est. (+10% YOY +5% beat) 🔹Gross Margin: XXXX% (+50 bps YOY) 🔹FCF Margin: XXXX% (+80 bps YOY) Key Metrics: 🔹 Utility water sales: +14% YOY (Base +8%) 🔹 Flow instrumentation sales: +4% YOY Capital Allocation: 🔹Buybacks: None 🔹Dividends: $11.7M 🔹Total Shareholder Distribution: XX% of FCF Outlook: 🔹Gross Margin guide raised: now targeting 39-42% (was 38-40%) A strong quarter overall for one of my newer positions. Secular"  
[X Link](https://x.com/invest091/status/1980648502456905928)  2025-10-21T14:52Z 2152 followers, 1703 engagements


"📊 20-YR ROIC Trend for $BMI (Badger Meter) At first glance: consistency. Look deeper: cycles every 5-10 yrs. Cycle snapshots: 2008 2011: XXXXX% XXXXX% 2012 2015: XXXXX% XXXX% 2015 2024: XXXX% XXXXX% However recent uptrend feels less cyclical perhaps a structural shift Either way impressive ROIC numbers. #QualityGrowth #Investing #ROIC"  
[X Link](https://x.com/invest091/status/1984596785441226766)  2025-11-01T12:22Z 2152 followers, XXX engagements


"Badger Meter $BMI reports a single Selling Engineering & Administration (SEA) line item but also discloses R&D separately within the 10-K. Over the last five years SEA has declined from XX% of gross profits to now XX% as of FY XX. R&D has been stable at XX% of gross profit (23% of revenue) reflecting steady reinvestment in new meters sensors and SaaS. 👇"  
[X Link](https://x.com/invest091/status/1985452423956091202)  2025-11-03T21:02Z 2152 followers, XXX engagements


"Water Utility Metering Penetration by Technology (2024) North America: 🔹 Manual: XX% 🔹 AMR: XX% 🔹 AMI: XX% Europe: 🔹 Manual: XX% 🔹 AMR: XX% 🔹 AMI: XX% Clear runway for $BMI as utilities modernize toward AMI. If they can capture more of Europe in the future watch out. Sources: Berg Insight & ResearchAndMarkets Smart Water Metering in Europe and North America 2025"  
[X Link](https://x.com/invest091/status/1986184247799922812)  2025-11-05T21:30Z 2152 followers, XXX engagements


"Took a closer look at Badger Meters $BMI Adjusted ROIC: 🧮 NOPAT Invested Capital 🏗 IC = (Assets Goodwill Excess Cash) + Debt (AP + Accruals) 💰 Excess Cash = Cash XX% of Current Liabilities The result ROIC climbed steadily from X% XX% in XX years. Thats world-class capital efficiency. Listen to Stock Spotlight podcast episode XX for a deep dive into this high quality company.🎧"  
[X Link](https://x.com/invest091/status/1996212827145548098)  2025-12-03T13:40Z 2151 followers, XXX engagements


"Researching $TOST for my next Stock Spotlight episode and pulled a quick comp set: - Historical growth winner: $TOST at XXXX% 5-YR revenue and XXXX% 5-YR gross profit CAGR - Fastest forward growth winner: $FOUR with XXXX% revenue and XXXX% EBITDA growth rates expected - Valuation range is huge: EV/GP spans from $XYZ at XXX to $ADYEN at XXXX - $FISV looks cheap for a reason Ha. Screenshot includes conditional formatting for context. Full breakdown in upcoming episode"  
[X Link](https://x.com/invest091/status/1996696010223931560)  2025-12-04T21:40Z 2151 followers, 1077 engagements


"Did some digging on $TYL comparables 👇 Top X closest peers I found: X $IIIV smaller cap junior Tyler (justice public safety gov SaaS) X $ORCL big enterprise ERP sticky gov clients X $NOW SaaS workflows used in gov digital transformation"  
[X Link](https://x.com/invest091/status/1997987520127410577)  2025-12-08T11:12Z 2152 followers, XXX engagements


"On the $POOL Q3 XX earnings call CEO Peter Arvan highlighted a new customer-facing app that allows orders to be completed outside the branch. Customers can: ✅ Tap to pay with a tablet in the yard ✅ Skip going inside entirely ✅ Get back to work faster Love what they're doing from a technology perspective"  
[X Link](https://x.com/invest091/status/1998509208262840350)  2025-12-09T21:45Z 2152 followers, XXX engagements


"Despite making a decent amount of bolt-on acquisitions it's impressive how consistent (and below industry avg/my benchmark) $BMI's goodwill has been over the last XX years as a % of total assets. Impressive. 👇"  
[X Link](https://x.com/invest091/status/1988782617106563206)  2025-11-13T01:35Z 2152 followers, XXX engagements


"💧 Utilities cant bill without meters. Badger Meter $BMI = the cash register Badger Meters metering systems are how utilities measure and bill for water usage without them theres no accurate way to generate revenue. That makes meters essential infrastructure not a nice-to-have. My type of business"  
[X Link](https://x.com/invest091/status/1989367470596002190)  2025-11-14T16:19Z 2152 followers, XXX engagements


"$BMI Capital allocation priorities. Do you think this matches well with their business life cycle stage"  
[X Link](https://x.com/invest091/status/1990792611167408463)  2025-11-18T14:42Z 2152 followers, XXX engagements


"💧Why are utilities moving from AMR AMI $BMI highlights a key reason: reducing costly truck rolls. AMI adoption rates are much higher in the U.S. than Europe an area where Badger Meter is still working to earn more share"  
[X Link](https://x.com/invest091/status/1993494917180518543)  2025-11-26T01:40Z 2152 followers, XXX engagements


"📈 $BMI SBC-Adjusted FCF Linearity Over the last decade Badger Meters SBC-adjusted Free Cash Flow has climbed from $15M (2015) to $135M (2024) with a strong R of XXXX. Thats rare consistency for an industrial (tech) name showing FCF growth thats steady enough to model and plan around. #FCF #QualityStocks #Investing"  
[X Link](https://x.com/invest091/status/1993690959276867998)  2025-11-26T14:39Z 2152 followers, XXX engagements


"$BMI TSR 2025-2029 Forecast 🟢 FCF per Share Growth: +10.2% Built off analyst estimates $231M FCF in 2029 assuming 30M diluted shares (0% buyback in line w/ 10-YR median) 🔴 Valuation Multiple: XXX% drag Current Forward EV/EBIT: XX modeled at XX in 2029 🔵 Dividend Yield: +0.85% Disciplined XX% payout ratio small bump in yield as multiples compress 👉 Net base case: 10%/yr over 5Y 👉 Range: XXX% TSR Quiet compounder in water utilities with steady bolt-ons as hidden upside. #QualityStocks"  
[X Link](https://x.com/invest091/status/1995908319719161944)  2025-12-02T17:30Z 2152 followers, XXX engagements


"My buddy works in gaming and raised an interesting point about $APP - how much of AppLovins success (and risk) still depends on Apples rules around user attribution and privacy Curious what investors in $APP think about that platform dependency"  
[X Link](https://x.com/invest091/status/1997812365727785172)  2025-12-07T23:36Z 2152 followers, XXX engagements


"@bobspaysubstack Nice list I own $MA of the group. Why $ADYEN over $TOST in your mind"  
[X Link](https://x.com/invest091/status/1998074019107733946)  2025-12-08T16:55Z 2152 followers, XXX engagements


"From what I can piece together (EPA GAO AWWA) utilities spend most on people energy pipes and only about XX% on meters. But that tiny line item directly powers XXX% of billing. Thats why I believe Badger Meter $BMI is quietly indispensable"  
[X Link](https://x.com/invest091/status/1998445036808061306)  2025-12-09T17:30Z 2152 followers, XXX engagements