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![KairosPraxis Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1886165457599700992.png) Kairos [@KairosPraxis](/creator/twitter/KairosPraxis) on x XXX followers
Created: 2025-07-08 19:13:56 UTC

Are there other companies that meet this criterion - great businesses with virtually zero competition, that are executing perfectly and the bear case is a one-liner?

A few other great businesses that come close to but fall short of this bar:

- $NET
- $SHOP
- $ARM
- $RACE


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1942663460749267306/c:line.svg)

**Related Topics**
[$arm](/topic/$arm)
[$net](/topic/$net)
[cloudflare](/topic/cloudflare)
[stocks technology](/topic/stocks-technology)
[$shop](/topic/$shop)
[$race](/topic/$race)
[stocks consumer cyclical](/topic/stocks-consumer-cyclical)

[Post Link](https://x.com/KairosPraxis/status/1942663460749267306)