Rightsized CapStack Capital
@CapstackCapital
Master of EBITDA Adjusting ~ Investor ~ Industrials ~ Roll-Ups / Acquirers ~ NOT investment advice ~ #GoBruins 🐻💙💛 ~ #BillsMafia ~ Proud Catholic ✝️
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Officially sold all my $VRT. 730%+ gain realized in my ROTH IRA. Time to find the next man up! Ideas?
The national media loves to lie about UCLA and I will not stand for it!
Wake up! @Citrini with another banger on Naturally Gas plays!
Power Struggle: Natural Gas citriniresearch.com/p/power-strugg…
Are we back?
WSJ: U.S. BEGINS QUIET RETREAT FROM TRUMP-ERA TARIFFS The U.S. is gradually stepping back from several of former President Trump’s signature tariffs, signaling a shift in trade policy, according to the Wall Street Journal.
Awesome interview on AI!
👀AI Investor rapid-fire debate datacenters, NVDA, META, GOOG, AAPL, MSFT, SK Hynix, Memory, Robots, "Lifecording", open source, maintenance capex, decline of SaaS, Anduril + more... -Brad Gerstner (Altimeter) -Andrew Homan (Maverick) -Josh Wolfe (Lux) -Chase Coleman (Tiger)
I’m gonna read this every Monday morning.
A reminder that if you have the Sunday Scaries, the best relief is a little work. Action deletes worry. Who of you by worrying can add a single hour to his life? Don’t worry. Not because it’s not merited, but because it’s pointless. Instead, take action.
Marcus Freeman “Be smart!! Be smart!! Don’t mess anything up!” *Jeremiyah Love in the end zone* #NotreDame #USC
$AAOI - solid article from @IBDinvestors last week. For much of the AI / Data Center -related equity gains, the networking companies have largely been excluded from the rally. $AAOI is at an inflection point in the business. It has large exposure to some of the hyperscalers (…
Reminder: No one can stop you from keeping an unguided, man-portable, disposable, shoulder-fired recoilless anti-tank weapon in your EDC. It's perfectly legal
Reminder: No one can stop you from keeping a Action Camera in your EDC. It's perfectly legal
Timely seeing this right now as I just saw that $SOND is looking to reach an out-of-court restructuring agreement with creditors. My Monday morning about to get really interesting now.
The cover of this week’s edition of The Economist magazine … and it concerns advanced rather than developing countries. #economy #debt @TheEconomist
And Trump would be correct. It is why the market cares about bc the renewed U.S. - China trade tensions have brought massive volatility to the market.
"They want to meet. We'd like to meet" - President Trump on possible meeting with China's Xi. This is what the market may care about.
quality long onlys
how the toaster looks at me when I’m checking my portfolio in the bathtub
😂😂😂😂
The 1st legit company named on that list is $FFIV. Everything above it is a HypeCo / ShitCo.
Today's biggest tech decliners. The tide turned in a big way against the shitcos today (note the P/E columns). Think there could be more of this come, considering how crazy things got over the last month.
My 2 cents on $CECO, which is a large holding for me. I think the current valuation is a bit stretched based on current performance, but could be justified if it reports a strong Q3'25 and FY25 outlook. I think the market is pricing too much growth right now. The large run-up…
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