Top Tweets for #CompounderFriday

5 months ago

A late #CompounderFriday: Fastenal $FAST A $49B industrial distributor that has compounded at 18–20% annually for 30+ years by doing something deceptively simple: Putting the right part, in the right place, at the right time, inside the customer’s workflow.

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5 months ago

#CompounderFriday: AutoZone $AZO An auto parts retailer that’s compounded at 20%+ annually for 25 years, without growth hype, without leverage games, and without dilution.

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6 months ago

#CompounderFriday: W.W. Grainger $GWW A $50.5B market cap industrial distributor trading at: Grainger is not a catalog business. It’s a mission-critical industrial platform with enormous pricing power and scale economics.

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6 months ago

#CompounderFriday: Penske Automotive Group $PAG An $11B market cap auto dealer trading at 12x earnings. PAG is a cash-generating distribution + services business hiding in a cyclical car dealership wrapper.

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6 months ago

#CompounderFriday: Copart $CPRT A $37B company that built a global monopoly in vehicle salvage and auctions, and compounded at 25%+ for 25 years. This is not an auto business, but a logistics + land + data business.

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6 months ago

#CompounderFriday: Booking Holdings $BKNG A $170B market cap, at – 15x EBITDA – 17.7x FCF – 20x earnings Booking is one of the most powerful, capital-light businesses in global travel and one of the best compounding machines of the last 20 years.

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7 months ago

#CompounderFriday: Old Dominion Freight Line $ODFL A $32B LTL trucking company that’s compounded at 25%+ for two decades by doing something incredibly hard: Delivering faster, more reliably, with higher margins than everyone else.

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7 months ago

#CompounderFriday: S&P Global $SPGI A $160B information & analytics powerhouse trading at 25x earnings, 23x FCF, and 20x EBITDA. S&P runs some of the most profitable tollbooths in global finance and has compounded at nearly 20% annually for 20+ years.

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7 months ago

#CompounderFriday: CME Group $CME A $101B market cap exchange operator trading at 27x earnings and $280/share. CME runs the plumbing of the global derivatives market and compounds like a toll road on volatility.

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7 months ago

#CompounderFriday: Caterpillar $CAT A $290B industrial giant trading at 27x earnings. Caterpillar is the backbone of global construction, mining, and energy, and one of the most consistent capital return machines in the world.

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7 months ago

#CompounderFriday: Cintas $CTAS A $71B company that rents uniforms and cleans doormats. Yet it’s compounded at 20%+ annually for 40 years, turning dirty laundry into one of America’s most reliable compounding machines.

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8 months ago

#CompounderFriday: Chemed $CHE A $6.4B company trading at 22x earnings that’s quietly compounded at 18%+ annually for 20 years. Chemed owns hospice care and plumbing services and both mint cash.

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8 months ago

#CompounderFriday: Everyone's favorite software company...Constellation Software $CSU.TO An $80B software conglomerate that’s compounded at 30%+ annually for two decades. CSU doesn’t sell flashy software. It buys boring software businesses and never sells them.

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8 months ago

#CompounderFriday: TransDigm $TDG A $71B aerospace parts supplier trading at 41x earnings. TDG is one of the most profitable industrial companies out there.

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8 months ago

I missed this thread last week, so let's catch up with two solid compounders. #CompounderFriday: Visa $V & Mastercard $MA Two tollbooths on the global economy. Together they process >$18T in annual payment volume, earn 60%+ margins, and have compounded shareholder wealth at 20%+ CAGR for 15+ years.

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9 months ago

#CompounderFriday: Builders FirstSource $BLDR A $13B market cap distributor that quietly dominates U.S. building materials. BLDR has compounded 40%+ annually since 2015 by consolidating a fragmented industry and riding housing demand.

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9 months ago

#CompounderFriday: Aggregates Edition $VMC Vulcan Materials $MLM Martin Marietta $CRH CRH PLC Three heavyweights that sell sand, gravel, cement, and crushed stone.

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9 months ago

#CompounderFriday: Waste Edition Today we’re looking at the kings of trash: $WM (Waste Management) $RSG (Republic Services) $WCN (Waste Connections) Three boring businesses that have quietly compounded at 12–20%+ annually for decades.

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10 months ago

#CompounderFriday: Broadcom $AVGO A $650B semiconductor + software powerhouse with a model built for durable, high-margin compounding.

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10 months ago

$FIX is proof that: – Boring industries can produce elite returns – Culture and capital allocation matter – M&A in fragmented sectors can work beautifully – Per-share thinking wins in the long run That’s it for #CompounderFriday.

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