# ![@stonkmetal Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1263832117961723905.png) @stonkmetal Heavy Moat Investments

Heavy Moat Investments posts on X about update, $edenpa, $plxpa, business the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1263832117961723905/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1263832117961723905/c:line/m:interactions.svg)

- [--] Week [------] +250%
- [--] Month [------] -33%
- [--] Months [-------] +57%
- [--] Year [-------] -15%

### Mentions: [--] [#](/creator/twitter::1263832117961723905/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1263832117961723905/c:line/m:posts_active.svg)

- [--] Week [--] +53%
- [--] Month [--] -33%
- [--] Months [---] +68%
- [--] Year [---] +11%

### Followers: [------] [#](/creator/twitter::1263832117961723905/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1263832117961723905/c:line/m:followers.svg)

- [--] Week [------] +0.16%
- [--] Month [------] +0.45%
- [--] Months [------] +6.30%
- [--] Year [------] +16%

### CreatorRank: [-------] [#](/creator/twitter::1263832117961723905/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1263832117961723905/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  41.6% [finance](/list/finance)  32% [technology brands](/list/technology-brands)  18.4% [cryptocurrencies](/list/cryptocurrencies)  16% [countries](/list/countries)  4% [automotive brands](/list/automotive-brands)  4% [currencies](/list/currencies)  2.4% [financial services](/list/financial-services)  0.8% [social networks](/list/social-networks)  0.8% [luxury brands](/list/luxury-brands)  0.8%

**Social topic influence**
[update](/topic/update) 12.8%, [$edenpa](/topic/$edenpa) #6, [$plxpa](/topic/$plxpa) 7.2%, [business](/topic/business) 7.2%, [$txn](/topic/$txn) 7.2%, [growth](/topic/growth) 6.4%, [$dhr](/topic/$dhr) 6.4%, [$four](/topic/$four) #33, [asml](/topic/asml) 5.6%, [$asml](/topic/$asml) 5.6%

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@ayusovalue](/creator/undefined) [@renesellmann](/creator/undefined) [@janiscir](/creator/undefined) [@yotam005](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@moneyflowinvest](/creator/undefined) [@dwessel35](/creator/undefined) [@olensrud](/creator/undefined) [@micheleginv](/creator/undefined) [@prok196582](/creator/undefined) [@kairospraxis](/creator/undefined) [@evfcfaddict](/creator/undefined) [@seekingalpha](/creator/undefined) [@quartr_app](/creator/undefined) [@jakubhajost](/creator/undefined) [@carlosmoram](/creator/undefined) [@marcajs](/creator/undefined) [@edenred](/creator/undefined) [@ivnm88134717](/creator/undefined)

**Top assets mentioned**
[Texas Instruments (TXN)](/topic/$txn) [Danaher Corporation (DHR)](/topic/$dhr) [4 (FOUR)](/topic/$four) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Copart, Inc. (CPRT)](/topic/$cprt) [Atkore Inc. (ATKR)](/topic/$atkr) [Shift4 Payments, Inc. (FOUR)](/topic/shift4-payments) [MercadoLibre Inc (MELI)](/topic/$meli) [Microsoft Corp. (MSFT)](/topic/$msft) [Reality Metaverse (RMV)](/topic/$rmv) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [Eden (EDEN)](/topic/$eden) [Gartner Inc (IT)](/topic/$it) [XIAOMI CORP (XIACF)](/topic/$xiacf) [Adobe, Inc. (ADBE)](/topic/$adbe) [Salesforce Inc (CRM)](/topic/$crm) [Intel Corporation (INTC)](/topic/$intc) [Msci Inc (MSCI)](/topic/$msci) [Adappter Token (ADP)](/topic/$adp) [NVR, Inc. (NVR)](/topic/$nvr) [Watsco, Inc. (WSO)](/topic/$wso) [PayPal Holdings Inc (PYPL)](/topic/$pypl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Carlos_MoraM That's a very good development. I still prefer Edenred though for the diversification beyond meal vouchers"  
[X Link](https://x.com/stonkmetal/status/2020968955020800195)  2026-02-09T21:12Z 24.7K followers, [---] engagements


"Putting the multiple compression of $PLX.PA and $EDEN.PA into perspective compared to some similarly scalable market places $V $RMV. A lot of rerating potential"  
[X Link](https://x.com/stonkmetal/status/1821260772493947142)  2024-08-07T19:03Z 24.7K followers, [----] engagements


"Ashtead Technology serves a niche clientele in offshore energy while Ashtead Group caters to a diverse spectrum of construction firms. What does this mean for their growth potential and risk profiles Discover the nuances in my latest analysis"  
[X Link](https://x.com/stonkmetal/status/1975215370807218396)  2025-10-06T15:03Z 24.7K followers, [----] engagements


"Next week will be very interesting for my portfolio: Tuesday - Edenred Planisware Danaher Earnings (3 of my top positions) Friday - Lifco and ServiceWare earnings (both on my watchlist) Looking forward to see how my thesis develop"  
[X Link](https://x.com/stonkmetal/status/1979973542059164029)  2025-10-19T18:10Z 24.7K followers, [----] engagements


"My largest position Edenred $EDEN.PA hosted a successful Capital Market Day yesterday. While shares were down 7% my conviction never was higher"  
[X Link](https://x.com/stonkmetal/status/1985992365648249225)  2025-11-05T08:47Z 24.7K followers, [----] engagements


"$FOUR is my second largest position but some people blindly pitch it without assessing the risk. It's an asymmetric opportunity but NOT a set and forget stock"  
[X Link](https://x.com/anyuser/status/1987902811254706549)  2025-11-10T15:18Z 24.7K followers, 11.9K engagements


"https://open.substack.com/pub/heavymoatinvestments/p/yet-another-shift4-payments-pitchr=a92n8&utm_campaign=post&utm_medium=web https://open.substack.com/pub/heavymoatinvestments/p/yet-another-shift4-payments-pitchr=a92n8&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/stonkmetal/status/1987902934189752671)  2025-11-10T15:19Z 24.6K followers, [----] engagements


"Still to this day one of the most criminal non GAAP adjustments I've seen $FVRR $FVRR is adding back Depreciation and Amortization to its NET INCOME What is this just call it EBIT please https://t.co/GkuycR8mBk $FVRR is adding back Depreciation and Amortization to its NET INCOME What is this just call it EBIT please https://t.co/GkuycR8mBk"  
[X Link](https://x.com/stonkmetal/status/2004450043559133446)  2025-12-26T07:11Z 24.7K followers, [----] engagements


"'this is a high-risk high-reward situation not a no-brainer compounder. Asymmetric bets are acceptable when you recognize them as such' My conclusion too https://heavymoatinvestments.substack.com/p/yet-another-shift4-payments-pitchr=a92n8 One final note on Shift4 $FOUR before I move on to the next company. I recently saw someone claim that Shift4s acquisition playbook has been [--] + [--] = [--]. That was the entire argument no evidence just assertion. Others have echoed that the companys organic growth potential is https://heavymoatinvestments.substack.com/p/yet-another-shift4-payments-pitchr=a92n8"  
[X Link](https://x.com/stonkmetal/status/2004861410489307504)  2025-12-27T10:26Z 24.6K followers, [----] engagements


"@marcajs @Edenred The amount of mental gymnastics they have to do (way below estimate of analysts and management EPS cut multiple from [--] to 10x) to arrive at the current price is hilarious. Why do these analysts get paid so much money"  
[X Link](https://x.com/stonkmetal/status/2014670623927099878)  2026-01-23T12:04Z 24.6K followers, [---] engagements


"@Yotam005 @AyusoValue Watch out for the way Pluxee's cash balance is displayed on screeners. Most of their cash is tied to float and not theirs so I see them more towards 4-5x EBITDA.still very cheap but not THAT cheap"  
[X Link](https://x.com/stonkmetal/status/2014787997737075149)  2026-01-23T19:51Z 24.7K followers, [---] engagements


"@AyusoValue @IvnM88134717 Also regulated markets are 40% of revenue for Edenred they have the majority of their business in unregulated markets.people just don't care for that fact I guess"  
[X Link](https://x.com/stonkmetal/status/2014788682973151377)  2026-01-23T19:53Z 24.6K followers, [---] engagements


"@Yotam005 @AyusoValue I much prefer Edenred for the higher returns of capital and diversification in unregulated markets but yeah. Both are cheap"  
[X Link](https://x.com/stonkmetal/status/2014791488832475621)  2026-01-23T20:04Z 24.6K followers, [---] engagements


"Portfolio update: [----] starts where [----] left off with another sell off. Thanks $CSU.TO https://heavymoatinvestments.substack.com/p/january-2026-portfolio-update https://heavymoatinvestments.substack.com/p/january-2026-portfolio-update"  
[X Link](https://x.com/stonkmetal/status/2017626408709652917)  2026-01-31T15:49Z 24.6K followers, [----] engagements


"@FundasyInvestor Thou shalt not quote the correct leverage. Thou shalt continue to sell off $FOUR based on weird narratives"  
[X Link](https://x.com/stonkmetal/status/2017710515372331426)  2026-01-31T21:24Z 24.6K followers, [----] engagements


"Idexx Laboratories $IDEXX with return to strong growth of 12% organic. Not sure if it really justifies 37x EBIT.but a fantastic business for sure. [----] guidance weaker at 7-9% organic revenue growth"  
[X Link](https://x.com/stonkmetal/status/2018318034906087797)  2026-02-02T13:38Z 24.7K followers, [----] engagements


"https://heavymoatinvestments.substack.com/p/idexx-laboratories-the-hidden-giantr=a92n8 https://heavymoatinvestments.substack.com/p/idexx-laboratories-the-hidden-giantr=a92n8"  
[X Link](https://x.com/stonkmetal/status/2018318070821875937)  2026-02-02T13:38Z 24.7K followers, [----] engagements


"Wow Painpal $PYPL down 20% to new almost decade lows.Q4 results aren't pretty but fine. Guiding for a decline in FY26 and again changing the CEO are yellow flags at least. I prefer owning $FOUR. While not super cheap on a multiple it looks much better fundamentally"  
[X Link](https://x.com/stonkmetal/status/2018678801312493775)  2026-02-03T13:31Z 24.7K followers, [----] engagements


"@MoS_Investing Sir CSI is not a SaaS company but a collection of shitco software businesses. We do not compare their capital allocation to SaaS"  
[X Link](https://x.com/stonkmetal/status/2020610528109076649)  2026-02-08T21:27Z 24.6K followers, [----] engagements


"I'm really disappointed with the InPost situation. [----] take private is not good. I'll see if there's an option to not tender my shares and get a higher bid or if that's unlikely"  
[X Link](https://x.com/stonkmetal/status/2020775906680459466)  2026-02-09T08:24Z 24.6K followers, [----] engagements


"@wolfofharcourt Yes very disappointed. My IRR is amazing buying it since 3rd November [----] at an average of [-----] but I would've preferred to own it for a decade to 50+"  
[X Link](https://x.com/stonkmetal/status/2020789747812041138)  2026-02-09T09:19Z 24.6K followers, [----] engagements


"@DWessel35 There can be a competing offer for 80% of shares if somebody steps forward soon.how likely that is I don't know. Probably not likely. @ajassy it's a bargain just buy InPost"  
[X Link](https://x.com/stonkmetal/status/2020791915390603610)  2026-02-09T09:28Z 24.6K followers, [---] engagements


"@olensrud $193 million cash outflow to waive the TRA. That's decent but constrains FCF now"  
[X Link](https://x.com/stonkmetal/status/2021115901450354995)  2026-02-10T06:55Z 24.7K followers, [---] engagements


"@LuxOpesResearch I agree with the unfortunate assumption that the transaction will go through for InPost. Scummy way to get rid of public shareholders again but what can you do as a small fish"  
[X Link](https://x.com/stonkmetal/status/2021160744079819058)  2026-02-10T09:54Z 24.7K followers, [---] engagements


"@Michele_g_inv @AyusoValue Very interesting points. Edenred is my #1 position for the reasons you stated before. It's just way too cheap and regulated meal vouchers can be a zero and the business still is fairly priced fundamentally. 7% dividend + buybacks on top are great"  
[X Link](https://x.com/stonkmetal/status/2021189654838485178)  2026-02-10T11:49Z 24.7K followers, [---] engagements


"@Michele_g_inv @AyusoValue What stuff do you like with similar dynamics I'm too exposed to Software and payments right now so I'd enjoy some other industries to diversify"  
[X Link](https://x.com/stonkmetal/status/2021192904878829759)  2026-02-10T12:01Z 24.7K followers, [--] engagements


"@iam_chris42 @burningbyte Beim EBIT auch noch [--] millionen non operating costs vermutlich von der Autodesk Umstellung enthalten. Ich bin auch happy wre ich nicht schon zu overweight software wrde ich weiter kaufen"  
[X Link](https://x.com/stonkmetal/status/2021538604502167847)  2026-02-11T10:55Z 24.7K followers, [--] engagements


"Check out my newsletter on @substack where you can find free monthly portfolio updates and paid dives into (European) small Caps and other investing content https://heavymoatinvestments.substack.com/ https://heavymoatinvestments.substack.com/"  
[X Link](https://x.com/stonkmetal/status/1750236525873295651)  2024-01-24T19:18Z 24.7K followers, 43.7K engagements


"Portfolio Update: Bought Sartorius Stedim $DIM.PA and increased Atkore $ATKR. Lots of interesting opportunities out there in high-quality European companies. Read more details in my newsletter (link in bio and below)"  
[X Link](https://x.com/anyuser/status/1807765804257022300)  2024-07-01T13:18Z 24.7K followers, 15.8K engagements


"Got some freed up cash. Give me your best high quality stock pitch. Preferably smid cap ROIC15% and long reinvestment runway"  
[X Link](https://x.com/anyuser/status/1889036643296063932)  2025-02-10T19:40Z 24.7K followers, 55.9K engagements


"Adyen $ADYEY is one of the highest quality businesses Ive analyzed in my five years as an investor. It is my second largest position and I just made my entire deep dive free for everybody to read Check it out"  
[X Link](https://x.com/anyuser/status/1953434226050699395)  2025-08-07T12:33Z 24.7K followers, [----] engagements


"Portfolio update (details on my blog) Sold: Robertet $RBT Carlisle $CSL Frosta AG Eckert & Ziegler Bought: Shift4 Payments $FOUR Trimmed: ASML $ASML Adyen $ADYEY Added: Cellebrite $CLBT Edenred $EDEN Mercado Libre $MELI Constellation Software $CSU.TO"  
[X Link](https://x.com/anyuser/status/1973365177111421187)  2025-10-01T12:31Z 24.7K followers, [----] engagements


"@ProK196582 @ReneSellmann There is always new competition for every single year Edenred has been a company. If you are scared of competition coming in then you can't invest in 99.9% of companies out there"  
[X Link](https://x.com/stonkmetal/status/2020064037518651891)  2026-02-07T09:16Z 24.7K followers, [--] engagements


"I guess this is what's crushing Adyen $ADYEN after H2 results Maybe time to check the valuation again under [----]. The big question is how strong will growth decelerate in the coming years. If they can sustain 20% growth rates this could be attractive"  
[X Link](https://x.com/stonkmetal/status/2021864835814740051)  2026-02-12T08:31Z 24.7K followers, 11.8K engagements


"$EDEN.PA Has Edenred found its bottom $EDEN.PA https://t.co/mzVui4OWcp Has Edenred found its bottom $EDEN.PA https://t.co/mzVui4OWcp"  
[X Link](https://x.com/stonkmetal/status/2022328191231438970)  2026-02-13T15:13Z 24.7K followers, [----] engagements


"@moneyflowinvest A change in capital allocation would probably get me to jump in at these prices but the constantly growing cash pile annoys me"  
[X Link](https://x.com/stonkmetal/status/2022678174660763907)  2026-02-14T14:23Z 24.7K followers, [----] engagements


"@janiscir @moneyflowinvest The difference is track record. Berkshire showed that they can allocate if they find opportunities Adyen has shown nothing but dilution and stacking a cash pile. There's a huge difference"  
[X Link](https://x.com/stonkmetal/status/2022946978968330732)  2026-02-15T08:11Z 24.7K followers, [--] engagements


"Portfolio update Sold Stemmer Imaging (acquired) Bought $ADYEN Pluxee $PLX.PA Sartorius Stedim $DIM.PA Robertet $RBT.PA Frosta More details on my blog"  
[X Link](https://x.com/stonkmetal/status/1819355120238305696)  2024-08-02T12:50Z 24.7K followers, [----] engagements


"Ashtead $AHT.L and $URI have been absolute beasts over the last decade. Is the future looking as rosy however Check out my new Ashtead analysis with a [--] days free trial on my blog"  
[X Link](https://x.com/stonkmetal/status/1823734903395246188)  2024-08-14T14:54Z 24.7K followers, [----] engagements


"Over the last months I've been asked many times about my opinion of Edenred $EDEN.PA because of my large Pluxee $PLX.PA position. I just published the first part of my Edenred deep dive and comparison to address this"  
[X Link](https://x.com/stonkmetal/status/1841836088672788541)  2024-10-03T13:41Z 24.7K followers, [----] engagements


"Portfolio Update: Sold: Half of Pluxee $PLX.PA position Bought: Edenred $EDEN.PA Added to: $ASML Hermle More details and a performance update can be found on my sub"  
[X Link](https://x.com/stonkmetal/status/1852346457241608520)  2024-11-01T13:46Z 24.7K followers, [----] engagements


"Finally some good news for $EDEN.PA $PLX.PA France proposes to digitize meal vouchers starting 2027"  
[X Link](https://x.com/stonkmetal/status/1938139740114719147)  2025-06-26T07:38Z 24.7K followers, [----] engagements


"Big portfolio changes Aggressively trimmed low conviction or low IRR Positions to bring down number of positions. New: Planisware Sales: $TXN $NSSC Lifco Arcure Pluxee Nemetschek Trim: $CSU more details on the blog"  
[X Link](https://x.com/stonkmetal/status/1951271132352377222)  2025-08-01T13:17Z 24.7K followers, 10.1K engagements


"Great for $EDEN.PA Edenred ✅ Grce au @RNational_off les taxes prvues sur les tickets-restaurant les chques-vacances ou encore les chques-cadeaux ont t rejetes. Cette attaque contre ces petits avantages est un symbole de la casse sociale du #Budget2026 au dtriment de la France qui travaille. https://t.co/X9W7EEFRxW ✅ Grce au @RNational_off les taxes prvues sur les tickets-restaurant les chques-vacances ou encore les chques-cadeaux ont t rejetes. Cette attaque contre ces petits avantages est un symbole de la casse sociale du #Budget2026 au dtriment de la France qui travaille."  
[X Link](https://x.com/stonkmetal/status/1986762970416685270)  2025-11-07T11:49Z 24.7K followers, [----] engagements


"Holding Edenred $EDEN.PA.the same as usual. I am actually very disappointed about communication here. Will post a short update on the blog later today"  
[X Link](https://x.com/stonkmetal/status/1988525279510241586)  2025-11-12T08:32Z 24.7K followers, [----] engagements


"My article on Brazilian PAT regulations and impact on Edenred $EDEN.PA (some Pluxee $PLX.PA comments too) is now live. I'm disappointed on how poor communication has been here"  
[X Link](https://x.com/stonkmetal/status/1988590897639166296)  2025-11-12T12:53Z 24.7K followers, [----] engagements


"My issue with $RMV: Super high ROIC but not really much reinvestment opportunity. If I can buy it at close to a 10% FCF yield for the capital returns then it's interesting. Also I'd need to understand the UK property market. Today I learned about Rightmove plc $RMV and immediately put it on my watchlist. @PhilippHaas_ir talked about it on his (German) YT channel. A company posting 50% net income margins down 30% over just 3-4 months (due to AI investments) now trading at a high-teens earnings https://t.co/xIgaxVFlAj Today I learned about Rightmove plc $RMV and immediately put it on my"  
[X Link](https://x.com/stonkmetal/status/2005725266761638264)  2025-12-29T19:39Z 24.7K followers, [----] engagements


"Let's look at the path forward for Pluxee $PLX.PA and Edenred $EDEN.PA after Pluxee's Q1 results. Strong organic revenue growth wasn't enough to satisfy the market"  
[X Link](https://x.com/stonkmetal/status/2009280997481673028)  2026-01-08T15:08Z 24.7K followers, [----] engagements


"@KairosPraxis @BelgianInvest0r Oh wow that's a huge shift. What about being exit liquidity for my $FOUR or $EDEN bags lol jk. I struggle to see how it fits with their strategy but I'm sure they are smarter than me and would figure something out"  
[X Link](https://x.com/stonkmetal/status/2022449478586818640)  2026-02-13T23:15Z 24.7K followers, [---] engagements


"@moneyflowinvest I don't really like that excuse because it ultimately means that we should count their cash pile as operating assets and not free cash available to shareholders. What's the value of a business that just keeps stacking cash"  
[X Link](https://x.com/stonkmetal/status/2022685954847514640)  2026-02-14T14:54Z 24.7K followers, [---] engagements


"Wow $IT Gartner's multiple compression makes SaaS declines look timid.but they are very much at risk"  
[X Link](https://x.com/stonkmetal/status/2021186118692089906)  2026-02-10T11:34Z 24.7K followers, [----] engagements


"@janiscir @moneyflowinvest Well Berkshire is allocating its capital with a great track record.and they have an insurance business so they need parts of it"  
[X Link](https://x.com/stonkmetal/status/2022755458516176954)  2026-02-14T19:30Z 24.7K followers, [--] engagements


"I cant wait for people to start quoting how cheap Adyen is on multiples. Yes it is cheap now but no it isnt trading at 23% FCF yield: - traditional FCF doesnt work for most payment businesses because working capital distorts it immensely. 1/x"  
[X Link](https://x.com/stonkmetal/status/2022948341009838485)  2026-02-15T08:17Z 24.7K followers, [----] engagements


"There's still time to check out my newsletter for free in case you're interested 👀 Head over to my newsletter and get a [--] days free trial this August. https://t.co/Mjbi4umwZs Head over to my newsletter and get a [--] days free trial this August. https://t.co/Mjbi4umwZs"  
[X Link](https://x.com/anyuser/status/1826237603664085418)  2024-08-21T12:39Z 24.7K followers, 10.6K engagements


"I'm not gonna say $RMS Hermes deserves to trade at a 2% FCF yield but it surely is best of bread in Luxuary. Impressive growth in this environment with competitors declining left and right. I'm not into luxury but if I was I'd study Hermes carefully"  
[X Link](https://x.com/anyuser/status/1849340088313917500)  2024-10-24T06:40Z 24.7K followers, [----] engagements


"Ashtead is finally moving to the US. The company follows other UK companies like Ferguson $FERG who have the majority of their business in the US. Read my new update on $AHT.L in the usual place"  
[X Link](https://x.com/stonkmetal/status/1869437519714197740)  2024-12-18T17:40Z 24.7K followers, [----] engagements


"Hersheys $HSY is a popular dividend growth stock and ticks most of my boxes for a high quality business. In todays article I look at the problems Hersheys faces and if this could present a nice opportunity or if were looking at a value trap"  
[X Link](https://x.com/stonkmetal/status/1882038810185482669)  2025-01-22T12:13Z 24.7K followers, [----] engagements


"@evfcfaddict All the UK businesses on the watchlist are not cheap yet. Diploma Halma or ashtead for example"  
[X Link](https://x.com/stonkmetal/status/1902258694928171211)  2025-03-19T07:19Z 24.7K followers, [----] engagements


"@ThierryBorgeat Immerhin hat er [--] der letzten [--] Rezessionen korrekt vorausgesagt"  
[X Link](https://x.com/stonkmetal/status/1925127700416548954)  2025-05-21T09:53Z 24.7K followers, [----] engagements


"At least one decent company emerged from all of the SPACs though ( $VRRM went public in [----] however). 95% recurring revenue and a large moat. I wrote about Verra Mobility on my blog before. Maybe worth a look again. 3/ SPACs (2020-21) Of course. You know them. SPACs raised $160B 🤯 Many awful examples: - Nikola (bankrupt) - Canoo (bankrupt) - Workhorse $WKHS (market cap now $4.95 million (no typo) Poster boy: Chamath Palihapitiya https://t.co/Z9hEwjfw6w 3/ SPACs (2020-21) Of course. You know them. SPACs raised $160B 🤯 Many awful examples: - Nikola (bankrupt) - Canoo (bankrupt) - Workhorse"  
[X Link](https://x.com/stonkmetal/status/1928893467117187190)  2025-05-31T19:16Z 24.7K followers, [----] engagements


"Veeva Systems quality score: Can the healthcare winner expand its business by @stonkmetal https://open.substack.com/pub/heavymoatinvestments/p/veeva-systems-quality-score-can-ther=a92n8&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/heavymoatinvestments/p/veeva-systems-quality-score-can-ther=a92n8&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/stonkmetal/status/1934987896697569774)  2025-06-17T14:53Z 24.7K followers, [----] engagements


"Eurofins was one of the big pandemic beneficiaries. Over the last [--] years it returned a 27% CAGR but recently has halved in price like most pandemic stars. In my new article I dive into the fundamentals of this elite compounder. Will the future be bright again Link in my bio and below"  
[X Link](https://x.com/stonkmetal/status/1937548342742892731)  2025-06-24T16:28Z 24.7K followers, [----] engagements


"@evfcfaddict More alive than bioprocessing. $DIM.PA hits and confirms guidance and drops 8% further xD"  
[X Link](https://x.com/stonkmetal/status/1947555983221526935)  2025-07-22T07:15Z 24.7K followers, [---] engagements


"France is my #1 region with 35%. Edenred Planisware Robertet and Sartorius Stedim all have strong future prospects and are trading at cheap prices. All are growing and cheap (Sartorius obviously hit by bioprocessing downturn but it's turning) I thought the British stock market was cheap and filled with bargains. But it's nothing compared to France. France is *ridiculously* cheap. Here are [--] of the cheapest stocks I could find names that are trading way below comparable names in different countries: I thought the British stock market was cheap and filled with bargains. But it's nothing"  
[X Link](https://x.com/stonkmetal/status/1952835679899066720)  2025-08-05T20:54Z 24.7K followers, 28.6K engagements


"@bobspaysubstack Do you have opinion on Edenred or pluxee Edenred is competing with Corpay in fuel and corporate payments"  
[X Link](https://x.com/stonkmetal/status/1985388778408530296)  2025-11-03T16:49Z 24.7K followers, [---] engagements


"@Invesquotes Directionally we should get 10-15% revenue growth some margin expansion at 4-5% FCF yield. That sounds good to me. No need for extremely precise numbers I'll just vibe code me a valuation model"  
[X Link](https://x.com/anyuser/status/1988504265715785991)  2025-11-12T07:08Z 24.7K followers, [----] engagements


"@ReneSellmann His problem is that he as many quality investors was okay with paying up for quality. He bought stocks like $BF at like 40x earnings right Way disconnected from fundamentals. Qualitatively I agree with much of what he says just valuation has diverged"  
[X Link](https://x.com/stonkmetal/status/2000151173521903709)  2025-12-14T10:29Z 24.7K followers, [----] engagements


"@FRValue Not interested in the French employee benefits players $EDEN.PA $PLX.PA"  
[X Link](https://x.com/stonkmetal/status/1823666146089869749)  2024-08-14T10:21Z 24.7K followers, [---] engagements


"I think there isn't too much to say. They talked about the Italy situation and impact is well understood and in the numbers. France also is updated with no intention of a fee cap and full digitization by [----]. Brazil are just rumors. I really don't understand what the market wants to hear. Anyways I'm buying"  
[X Link](https://x.com/stonkmetal/status/1948623289938489535)  2025-07-25T05:56Z 24.7K followers, [---] engagements


"The best part is when the cheap comes from overblown fears like regulations that are already within company guidance. Let's see if $EDEN.PA $PLX.PA work out well from here trading at cheap multiples while continuing to grow with high cash conversions. The market is fast at recognizing obvious winners. But it's terrible at spotting turnarounds. Companies with high FCF yields that look "horrible" to most investors That's where real opportunities hide. Sometimes the best investments look the worst. The market is fast at recognizing obvious winners. But it's terrible at spotting turnarounds."  
[X Link](https://x.com/stonkmetal/status/1949846320996294946)  2025-07-28T14:56Z 24.7K followers, [----] engagements


"Ashtead technology Cellebrite shift4 payments. 1) way too cheap less cyclical than people think probably 2) strong moat and durable growth new management and last quarter likely was a clearing event for some bear cases 3) strong moat durable organic growth +cap allocation track record. Guidance implies miltibagger potential https://twitter.com/i/web/status/1976944442239058417 https://twitter.com/i/web/status/1976944442239058417"  
[X Link](https://x.com/stonkmetal/status/1976944442239058417)  2025-10-11T09:34Z 24.7K followers, [---] engagements


"Valve killing trading 🤝 Bitcoin going to zero 🤝 The entire stock market crashes 95% 🤝 Bankrupt at [--] 🤝"  
[X Link](https://x.com/stonkmetal/status/1394949014395686915)  2021-05-19T09:32Z 24.7K followers, [--] engagements


"Does anybody have an opinion on $HBAR / Hedera Hashgraph Seems like a very interesting project with a different concept (Hashgraph instead of blockchain) and with huge backing by the likes of IBM and Google"  
[X Link](https://x.com/anyuser/status/1399427319534653442)  2021-05-31T18:07Z 24.7K followers, [--] engagements


"$MELI Q3 [----] earnings A small 🧵"  
[X Link](https://x.com/stonkmetal/status/1456370164467912710)  2021-11-04T21:17Z 24.7K followers, [---] engagements


"I'm a $FVRR bull and I like how the premarket is reacting. Let's digest Q3 earnings in a short 🧵👇"  
[X Link](https://x.com/stonkmetal/status/1458465723509002249)  2021-11-10T16:05Z 24.7K followers, [---] engagements


"Portfolio update: Sold $BABA considering selling $FB/$MRVS because of the changed risk profile. 50% of my portfolio is in $TDOC $TCEHY $JD Meituan $AMZN $XIACF $BLK $ASML"  
[X Link](https://x.com/anyuser/status/1463939042530238466)  2021-11-25T18:34Z 24.7K followers, [--] engagements


"I am excited to announce my new youtube channel: Invest Flow. In cooperation with the german Investflow channel I will bring qualitative stock analysis videos(10-30 minutes) to you starting off with a $SOFI analysis (link below 👇)"  
[X Link](https://x.com/anyuser/status/1488632700625903616)  2022-02-01T21:57Z 24.7K followers, [---] engagements


"I recently layed out why I am long $TXN (5% portfolio). They had their capital management presentation this week laying out the next decade. Let's dive into it a little 👇 Retweet if you enjoyed"  
[X Link](https://x.com/anyuser/status/1489719778218586116)  2022-02-04T21:57Z 24.7K followers, [---] engagements


"Today I initiated a 3% position in $RICK Serial acquirer of Strip clubs and a sports bar chain. Let's get into why I decided to buy them. A quick thread 👇"  
[X Link](https://x.com/stonkmetal/status/1511050902555316228)  2022-04-04T18:39Z 24.7K followers, [---] engagements


"Portfolio update. Top [--] now accounts for 48% $GOOG $AMZN $CSU.TO $ASML $TXN. Concentration at work"  
[X Link](https://x.com/stonkmetal/status/1521576577162788864)  2022-05-03T19:45Z 24.7K followers, [---] engagements


"Portfolio update. Top [--] still account for 48% $AMZN $GOOG $CSU.TO $ASML $TXN. Staying concentrated. Out: $SE $XIACF In: $ZBRA $PRX/ $PROSY"  
[X Link](https://x.com/anyuser/status/1531669290151297024)  2022-05-31T16:09Z 24.7K followers, [---] engagements


"Buybacks can destroy shareholder value: $ADBE repurchased [--] million shares in the last [--] years for $23 billion. To acquire #figmaadobe the company will use ALL [--] million shares valued at just $12 billion + $10 b cash. Real cost for shareholders: $33 billion for $400m ARR"  
[X Link](https://x.com/stonkmetal/status/1571517795653025792)  2022-09-18T15:13Z 24.7K followers, [---] engagements


"Today I sold my $ADBE position and put the money into $GOOG $CRM. Here are my reasons 👇"  
[X Link](https://x.com/anyuser/status/1574404161453674497)  2022-09-26T14:22Z 24.7K followers, [---] engagements


"Continued to concentrate my portfolio. Top [--] = 49.8% Top [--] = 77.7% SOLD = 1/3 of my $GOOG position added to $MSFT $CSU BOUGHT = $SOON Sonova"  
[X Link](https://x.com/anyuser/status/1587529385397166083)  2022-11-01T19:37Z 24.7K followers, [---] engagements


"$ASML estimates that technological sovereignty will drive chips manufacturers away from Taiwan. Many think $INTC will be the big beneficiary but I much prefer $TXN to benefit from this trend. Check out my new @SeekingAlpha article here 👇 https://seekingalpha.com/article/4562153-chips-made-usa-buy-texas-instruments-instead-of-intel https://seekingalpha.com/article/4562153-chips-made-usa-buy-texas-instruments-instead-of-intel"  
[X Link](https://x.com/anyuser/status/1599476190300889088)  2022-12-04T18:50Z 24.7K followers, [---] engagements


"I reread a few 100-baggers (@chriswmayer) chapters this morning and got reminded about the Wealth Masters fund: A fund focused on owner-operators. It's a good place to find ideas https://fintel.io/i/virtus-opportunities-trust-virtus-horizon-wealth-masters-fund-class-a https://fintel.io/i/virtus-opportunities-trust-virtus-horizon-wealth-masters-fund-class-a"  
[X Link](https://x.com/stonkmetal/status/1606591845269741569)  2022-12-24T10:05Z 24.7K followers, 16K engagements


"@Oliver_SGM They also give out almost $2 to their employees and executives as compensation. If we account for that then we get between $3.9-4.2 (depending if we consider net cash or not) of real FCF yield for owners"  
[X Link](https://x.com/stonkmetal/status/1608044598114369538)  2022-12-28T10:18Z 24.7K followers, [----] engagements


"Portfolio update. Top [--] account for 47% top [--] for 73% a decrease from November. Generally I still plan to concentrate despite the short-term expansion. New: $NSSC $CPRT Trimmed: $CRM Added: $AMZN $VEEV More detailed version on my substack https://heavymoatinvestments.substack.com/p/portfolio-update-end-of-2022 https://heavymoatinvestments.substack.com/p/portfolio-update-end-of-2022"  
[X Link](https://x.com/anyuser/status/1609920536494198786)  2023-01-02T14:32Z 24.7K followers, 25.8K engagements


"What a beautiful compensation structure at $DHR: Earnings and Revenue growth plus FCF conversion goals for the short term combined with a long-term goal of 3-3-year average ROIC change"  
[X Link](https://x.com/anyuser/status/1612581268763418625)  2023-01-09T22:45Z 24.7K followers, 18.6K engagements


"$MSCI understands buybacks. 14% of current market cap used for repurchases over the last decade resulting in a 34% reduction in shares outstanding"  
[X Link](https://x.com/anyuser/status/1612751558306942979)  2023-01-10T10:01Z 24.7K followers, 12.1K engagements


"I find it absolutely ridiculous how many people are selling out of $INTC after they made the BEST decision of the last few years with the dividend cut.Nobody could have looked at the div a few weeks ago and thought "that's looking pretty safe". numbers rarely lie Sold 100% of my $INTC position today at $26.11 Sold 100% of my $INTC position today at $26.11"  
[X Link](https://x.com/stonkmetal/status/1628650586357858304)  2023-02-23T06:58Z 24.7K followers, 26.9K engagements


"Portfolio update. Top [--] account for 48% top [--] for 76% an increase from December. Bought: $NEM.DE $ATKR ($LUM spinoff) Sold: $SPOT $FVRR Find the detailed version on my substack https://heavymoatinvestments.substack.com/p/portfolio-update-end-of-february https://heavymoatinvestments.substack.com/p/portfolio-update-end-of-february"  
[X Link](https://x.com/stonkmetal/status/1631309670781419528)  2023-03-02T15:05Z 24.7K followers, 15.4K engagements


"5 high-quality businesses with high returns on Capital (20%) at a fair value 📈 [--]. $AAPL Apple (39%) [--]. $TXN Texas Instruments (27%) [--]. $QCOM Qualcomm (28%) [--]. $ADP Automatic Data Processing (35%) [--]. $ORLY O'Reilly Automotive Who would you add"  
[X Link](https://x.com/anyuser/status/1639540272701767682)  2023-03-25T08:10Z 24.7K followers, 51.1K engagements


"Yesterday I shared [--] quality criteria to weed out 97% of stocks. Here are [--] example results📈 [--]. $GOOG Alphabet [--]. $TSLA Tesla [--]. $ABNB Airbnb [--]. $CSU Constellation Software [--]. $CPRT Copart [--]. $IT Gartner [--]. $NVR NVR [--]. $ATKR Atkore Surprised about any of those Who's missing"  
[X Link](https://x.com/anyuser/status/1640643080737964032)  2023-03-28T09:12Z 24.7K followers, 108.3K engagements


"I like to clone great investors. In his [----] letter $CSU Mark Leonard studied [--] High-Performance Conglogomerates 👇 [--]. $AME Ametek [--]. $DHR Danaher [--]. $DOV Dover [--]. $ITW ITW [--]. $ROP Roper [--]. $JKHY Jack Henry [--]. $TDG Transdigm [--]. United Technologies (now $RTX) Own any of these"  
[X Link](https://x.com/anyuser/status/1641433700020924417)  2023-03-30T13:34Z 24.7K followers, 67.4K engagements


""Our free cash flow to net income conversion ratio exceeded 100% for the 31st consecutive year." Just $DHR things 😁"  
[X Link](https://x.com/anyuser/status/1642439113834897408)  2023-04-02T08:09Z 24.7K followers, 15.2K engagements


"5 great life science tools and services compounders with wide moats 📈 [--]. $DHR Danaher [--]. $MTD Mettler-Toledo [--]. $DIM Sartorius Stedim [--]. $WAT Waters Corp [--]. $TMO Thermo Fisher I own [--] and [--] what about you Who's missing"  
[X Link](https://x.com/anyuser/status/1643202492191191043)  2023-04-04T10:42Z 24.7K followers, 67.4K engagements


"There are only [--] NA Dividend growth stocks with 10% dividend 5Y-CAGR Debt/EBITDA [---] ROIC10% and 3% FCF yield. These are my favorites 📈 [--]. $TXN TI (17%) [--]. $ACN Accenture (10%) [--]. $ADP ADP (13%) [--]. $WSO Watsco (13%) [--]. $UFPI UFP Industries (24%) Who are yours"  
[X Link](https://x.com/anyuser/status/1646216184562348032)  2023-04-12T18:18Z 24.7K followers, 72.9K engagements


"With all the big earnings let's look at [--] lesser known compounders that beat the market📈 [--]. Trex $TREX (24% [--] year Total return CAGR) [--]. OTC Markets $OTCM (27%) [--]. Expeditors of Washington $EXPD (14%) [--]. Builders FirstSource $BLDR (31%) [--]. Watsco $WSO (19%) Who would you add"  
[X Link](https://x.com/anyuser/status/1651935948848939012)  2023-04-28T13:06Z 24.7K followers, 26.5K engagements


"Portfolio update. Top [--] account for 46% top [--] for 70% Bought: $CSL Sold: $GOOGL $GOOG Trimmed: $MSFT Increased: $DHR $ATKR $TXN Details on my s.stack (link on profile)"  
[X Link](https://x.com/anyuser/status/1652291535268880384)  2023-04-29T12:39Z 24.7K followers, 24.6K engagements


"If you could only have [--] stocks (regardless of valuation) which would it be These are mine 📈 [--]. Constellation Software $CSU [--]. Texas Instruments $TXN [--]. Copart $CPRT [--]. MSCI $MSCI [--]. Danaher $DHR Let me know your choices 👇"  
[X Link](https://x.com/anyuser/status/1652625514752798722)  2023-04-30T10:46Z 24.7K followers, 139K engagements


"5 compounder companies I own that I'd love to see dip so I can buy more shares 📈 [--]. Copart $CPRT (24x fwd EV/EBIT) [--]. Nemetschek $NEM.DE (39x) [--]. Constellation Software $CSU (35x) [--]. Lifco $LIFCO (25x) [--]. Microsoft $MSFT (24x) Who'd you add"  
[X Link](https://x.com/anyuser/status/1661427779026534400)  2023-05-24T17:43Z 24.7K followers, 53.8K engagements


"Good morning Fintwit. What a beautiful day to buy more $LIFCO. Shares down 10% on 12% net sales growth 22% EBITA and 27% operating cash flow growth at 22% ROCE. I'll take it 😁"  
[X Link](https://x.com/stonkmetal/status/1679773401714393088)  2023-07-14T08:42Z 24.7K followers, 45.8K engagements


"Financing done right. Just look at some of these long-term notes $DHR secured"  
[X Link](https://x.com/anyuser/status/1679792517775081474)  2023-07-14T09:58Z 24.7K followers, 22K engagements


"High share prices and low share count can be a good proxy to find high quality companies. While it changes nothing fundamentally it hints at responsible management. [--] examples 📈 [--]. Berkshire $BRK [--]. Mercado Libre $MELI [--]. $NVR [--]. Givaudan $GIVN [--]. $ADYEN Who else"  
[X Link](https://x.com/anyuser/status/1680547139502391297)  2023-07-16T11:57Z 24.7K followers, 41.7K engagements


"Five quality stocks I'm buying that are beaten down 📉 [--]. $RICK RCI Hospitality (38% drawdown) [--]. $ADYEN (76%) [--]. $NSSC Napco (43%) [--]. $ULTA Beauty (28%) [--]. $AOJ (39%) Who would you add and why"  
[X Link](https://x.com/anyuser/status/1705503656840171599)  2023-09-23T08:45Z 24.7K followers, 118K engagements


"Let's play some Devil's advocate 😈. Tell me which of my stocks I should eliminate and why"  
[X Link](https://x.com/anyuser/status/1721137732192206961)  2023-11-05T12:09Z 24.7K followers, 46K engagements


"Jesus what a quarter from $CPRT. Service Revenue up 18% Gross profit up 25% Net Income up 35%"  
[X Link](https://x.com/anyuser/status/1725274848312557996)  2023-11-16T22:09Z 24.7K followers, 18.5K engagements


"Am I tripping or does $CSCO look somewhat decent Balance sheet massive cash flows(10% FCF yield) interesting markets with steady growth. What's the issue"  
[X Link](https://x.com/anyuser/status/1736471989093544171)  2023-12-17T19:42Z 24.7K followers, 37.6K engagements


"2023 has been the best year of my life so far but not without struggle. The portfolio performed rocky but after $ADYEY and $NSSC rerated I managed to close the year on +30%. More importantly I fell in love for the first time that's why I published less. Onwards a great 2024"  
[X Link](https://x.com/anyuser/status/1740798494926156154)  2023-12-29T18:14Z 24.7K followers, [----] engagements


"Most overrated book in finance Of course I've read it. What kind of investor are you if you haven't 😘 https://t.co/xOt284JBRt Of course I've read it. What kind of investor are you if you haven't 😘 https://t.co/xOt284JBRt"  
[X Link](https://x.com/anyuser/status/1771896249861517754)  2024-03-24T13:46Z 24.7K followers, 73.3K engagements


"Portfolio update Bought Frosta AG Sold nothing More details on my newsletter as well as a write up on Frosta"  
[X Link](https://x.com/anyuser/status/1774104230283862151)  2024-03-30T15:59Z 24.7K followers, [----] engagements


"Portfolio update Added to my new Hermle position no other buys Looking to reduce the industrial exposure currently 33%. I'm increasing the subscription price on the 7th so make sure to lock in the current price until then. More detail on my blog in the link below"  
[X Link](https://x.com/stonkmetal/status/1796957596923969544)  2024-06-01T17:30Z 24.7K followers, 11.8K engagements


"I'm looking for some new ideas to research. What's the highest quality business that comes to mind that's not a popular consensus long name Low cyclicality high reinvestment opps and ROIC skin in the game etc"  
[X Link](https://x.com/anyuser/status/1821960533072884167)  2024-08-09T17:23Z 24.7K followers, 74.2K engagements


"Portfolio update. I sold Atkore $AKTR and started to build two starter positions in Arcure and Eckert & Ziegler. For more details and a quick pitch on the new companies check my blog and get 30% off until tomorrow"  
[X Link](https://x.com/anyuser/status/1863141558880477515)  2024-12-01T08:42Z 24.7K followers, 11.4K engagements


"While $ASML is one of my top positions this argument is fundamentally flawed. The majority of chips does not need cutting edge 3nm. EUV will grow but not replace DUV for many applications. The cost of EUV also makes it inaccessible for most fabs outside of the big players. $ASML still has a massive market opportunity. Only 12% of the machines it sold last year were EUVL machines. Most chips are still manufactured on DUV machines a generation older technology. Imagine what will happen when most chips are manufactured by using EUVL https://t.co/64P4HVWax9 $ASML still has a massive market"  
[X Link](https://x.com/anyuser/status/1871497714598649935)  2024-12-24T10:06Z 24.7K followers, 21.7K engagements


"Portfolio update Added to Danaher and Edenred. Nothing else"  
[X Link](https://x.com/anyuser/status/1929171807346536687)  2025-06-01T13:42Z 24.7K followers, 30.4K engagements


"Seems pretty justified that $RACE is down big on this [----] guidance. Maybe a 40PE is steep if you expect to CAGR revenue at 5% with hardly any margin expansion.I'm not well versed in either luxury nor cars however"  
[X Link](https://x.com/anyuser/status/1976259476442255590)  2025-10-09T12:12Z 24.7K followers, 19.9K engagements


"Payments are a really dangerous space to be invested in. $FI collapsing 40% today I still remember $ADYEN collapsing 50% in [----]. Will Fiserv manage a recovery like Adyen had I don't know. I'm not invested"  
[X Link](https://x.com/anyuser/status/1983519145577893974)  2025-10-29T12:59Z 24.7K followers, [----] engagements


"Wow $FOUR with 61% Y/Y growth"  
[X Link](https://x.com/anyuser/status/1986405572057371089)  2025-11-06T12:09Z 24.7K followers, 28K engagements


"$CSU.TO bear market cancelled"  
[X Link](https://x.com/anyuser/status/1986921146944471287)  2025-11-07T22:18Z 24.7K followers, 38.1K engagements


"All of these reports that $AMZN will pay a dividend.how would that make ANY sense As a company currently burning through cash dividends would be the last thing on the mind of management"  
[X Link](https://x.com/anyuser/status/1608198390973710336)  2022-12-28T20:29Z 24.7K followers, 25.6K engagements


"Portfolio update. Top [--] account for 44% top [--] for 70% Bought: $ATD Increased: $AMZN $LIFCO $DHR $RICK Detailed substack article 👇"  
[X Link](https://x.com/anyuser/status/1642091036452200448)  2023-04-01T09:06Z 24.7K followers, 52.2K engagements


"We are certainly in a bull market when people are making $COST DCF models with a 3% WACC. how did this get past @SeekingAlpha editors"  
[X Link](https://x.com/anyuser/status/1765136606791373108)  2024-03-05T22:05Z 24.7K followers, 42.2K engagements


"In [----] I started to use IRR models instead of inverse DCF models for the majority of my valuation. My subscribers like this approach and wanted me to share the template. Yesterday I shared it on my blog to paid subs"  
[X Link](https://x.com/anyuser/status/1872677056548651016)  2024-12-27T16:12Z 24.7K followers, 29.8K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing