[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.]  Simeon Research [@SimeonResearch_](/creator/twitter/SimeonResearch_) on x 5383 followers Created: 2025-06-24 20:00:24 UTC 🎯 X Under-looked companies with strong moats 👇 🇦🇺 $PME.AX - Visage their software is the leading best-in-class for radiology, so much so that some refuse to work with any other software, they have never lost a client (sticky), and they are in 11/20 of the top USA hospitals. They can complete super complex implementations of the software for new clients in 1/3 of the time competitors need. AI detection in radiology is their new venture…. 🇸🇪 $ITECH.ST - They own a unique patent to the world's best chemical applied in ship painting to stop barnacles from attaching to ships, this is extremely helpful as they save fuel (costs) they can hit environmental targets. New studies showcase that the paint even makes the ships faster. A big part of the TAM is unexplored 🇺🇾 $DLO - Powerful network effects and high switching costs, its single API gateway bridges global merchants to 900+ local payment methods across XX emerging markets, making rival migrations prohibitively complex. Big companies can do business in many countries they weren’t able to do so, a sticky business model. 🇨🇦 $PNP.TO - They use a 390mil deficit from the previous management to offset any potential gain in their portfolio so they pay no taxes. To add the expertise of the Leonard family in VMS they sure have a head start, very interesting portfolio as well. 🇦🇺 $WTC.AT - Super switching costs and potent network effects in its CargoWise suite boasting a XX% retention over four years makes defecting akin to rebuilding a global supply chain from scratch. But it is also a data behemoth, XX billion data transactions annually makes this a gold mine of predictive analytics. 🇺🇸 $KNSL - The have a very advanced platform that has data analysis for underwriting and claims management, this is how they can calculate the deals with the best r:r. They know when to get aggressive and when not. They also provide the quickest offers while the average specialty insurance provider needs 2-3 months they can do it in 1-2 weeks 🇬🇷 $ILYDA.AT - Super high switching costs, ERP solutions are deeply customized and integrated into pharmacy, retail, and public-sector operations, backed by mandatory customer training and multi-year support services that make vendor migrations costly and impractical. They are deeply embedded with the Greek Government, which I may add is going all out in software in the public sector Because you read till the end, Ilyda is extremely interesting and one of my top watchlist picks 🤝 XXXXXX engagements  **Related Topics** [coins ai](/topic/coins-ai) [united states](/topic/united-states) [$pmeax](/topic/$pmeax) [Post Link](https://x.com/SimeonResearch_/status/1937601725701014005)
[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.]
Simeon Research @SimeonResearch_ on x 5383 followers
Created: 2025-06-24 20:00:24 UTC
🎯 X Under-looked companies with strong moats 👇
🇦🇺 $PME.AX - Visage their software is the leading best-in-class for radiology, so much so that some refuse to work with any other software, they have never lost a client (sticky), and they are in 11/20 of the top USA hospitals. They can complete super complex implementations of the software for new clients in 1/3 of the time competitors need. AI detection in radiology is their new venture….
🇸🇪 $ITECH.ST - They own a unique patent to the world's best chemical applied in ship painting to stop barnacles from attaching to ships, this is extremely helpful as they save fuel (costs) they can hit environmental targets. New studies showcase that the paint even makes the ships faster. A big part of the TAM is unexplored
🇺🇾 $DLO - Powerful network effects and high switching costs, its single API gateway bridges global merchants to 900+ local payment methods across XX emerging markets, making rival migrations prohibitively complex. Big companies can do business in many countries they weren’t able to do so, a sticky business model.
🇨🇦 $PNP.TO - They use a 390mil deficit from the previous management to offset any potential gain in their portfolio so they pay no taxes. To add the expertise of the Leonard family in VMS they sure have a head start, very interesting portfolio as well.
🇦🇺 $WTC.AT - Super switching costs and potent network effects in its CargoWise suite boasting a XX% retention over four years makes defecting akin to rebuilding a global supply chain from scratch. But it is also a data behemoth, XX billion data transactions annually makes this a gold mine of predictive analytics.
🇺🇸 $KNSL - The have a very advanced platform that has data analysis for underwriting and claims management, this is how they can calculate the deals with the best r:r. They know when to get aggressive and when not. They also provide the quickest offers while the average specialty insurance provider needs 2-3 months they can do it in 1-2 weeks
🇬🇷 $ILYDA.AT - Super high switching costs, ERP solutions are deeply customized and integrated into pharmacy, retail, and public-sector operations, backed by mandatory customer training and multi-year support services that make vendor migrations costly and impractical. They are deeply embedded with the Greek Government, which I may add is going all out in software in the public sector
Because you read till the end, Ilyda is extremely interesting and one of my top watchlist picks 🤝
XXXXXX engagements
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