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@CapstackCapital "$MCHP been getting #COOKED the last couple of days thanks to $NXPI. Hopefully $MCHP ER is much better"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-24 17:01:26 UTC XXX followers, XXX engagements

"@0GBaconMemes @AndrewM61370616 Thank you have a few ideas but I am open to others. My shortlist is $QXO $ESP $LAKE $PLPC $CR $LMB $CECO. I already own LMB and am up like 3x. I also own CR for X years and $CECO at XX. Love all three but thinking to expanding add a name than consolidate positions. Any ideas"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-15 00:29:30 UTC XXX followers, XXX engagements

"@no_cap_cap It trades at such a low multiple and generates significant FCF. The mkt has discounted it bc of the leverage it carries"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-25 18:33:20 UTC XXX followers, XX engagements

"$PLTR is such an incredible business and have been following it since a couple years prior to its IPO. 54x FY27 Rev; 120x FY27 EBIT; 157x FY27 Earnings is insane. Growth story is nice and long runway but is the PV all of future CF's really land you at $154/sh & $365bn EV"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-25 16:21:08 UTC XXX followers, XXX engagements

"Added to my existing position in $MPTI today. Co. continues to report new deals growing its backlog with a favorable implied valuation when excl. its signif. & large cash balance and strong FCF generation. Favorable R/R w/ long growth runway via M&A and organic levers"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-17 15:42:38 UTC XXX followers, 10.1K engagements

"@zsenykgmail Thats a really good one. I was actually looking at $AMRZ last week. A lil too large an enterprise for my taste but a solid company nonetheless with good growth levers"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-15 20:27:18 UTC XXX followers, XXX engagements

"Thats how you feel when you buy: $LMB @ $XX $CR @ $XXX $VRT @ XXXXX $CECO @ $XX $MPTI @ $40"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-21 21:53:29 UTC XXX followers, XXX engagements

"A lot of names get thrown around for AI exposure like $VRT $TGEN $RFIL $CEG $EOSE $ETN $MOD $CLS etc. I own $CECO and among the many reasons I own a lot of it I think the market understates its exposure to AI. I am not here to pump it up rather to put it on radars. 🧵1/n"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-20 20:20:02 UTC XXX followers, 1423 engagements

". Not a big NASCAR fan but I am a huge Anduril fan and this photo goes so HARD Straight 🔥 & w/ the Osprey and troops. Chefs kiss"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-23 16:17:13 UTC XXX followers, XXX engagements

"Anyone have any takes on $LAKE The R/R seems pretty favorable down at these levels am I wrong Seems like an overreaction to Q1 and a pending turnaround as it rolls up Fire Safety. Ive read recent research on Substack but would love more takes"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-15 16:02:34 UTC XXX followers, XXX engagements

"@AndrewM61370616 Based on $FLEX chart are you sure the market has under-rated its exposure to data centers Its been a moon shoot since like 2022. $FLEX has been notorious for razor thin margins. What is driving this margin expansion all of a sudden"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-20 20:33:10 UTC XXX followers, XXX engagements

"Great list compiled. $QXO seems like it is going for the barebones of a home right now trusts walls roof beams etc. After missing on $GMS (assuming no bid war) $BXC seems like low-hanging fruit. Seems to have a good techstack as well. Tho could see others in play"
@CapstackCapital Avatar @CapstackCapital on X 2025-06-30 21:05:39 UTC XXX followers, 4563 engagements

"@TheKamaHsutra @WalterA09213626 @alanbialo The thing with $IREN $CRWV is imho why be exposed to the Co. that has to exert all the CapEx to build this infra rather than owning the Cos. that will capture the AI CapEx spend and have other market exposure too so they are more diversified"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-15 17:29:14 UTC XXX followers, XXX engagements

"@no_cap_cap I already own $OTEX. its been a relatively stable for years and just prints cash and a good dividend"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-25 18:39:10 UTC XXX followers, XX engagements

"No matter what occurs in the market $CR just keeps going up. Even during market volatility its steady. Elite mgmt $DHR disciples. CR is the next great industrial compounder - a drum Ive been beating since the spinoff. $DHR $IR $WSO $DOV $AME $RRX $FTV $ROK $ITT $NDSN $GGG"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-03 14:59:40 UTC XXX followers, 1033 engagements

"It's believed that if $UNP pursues a deal for $NSC then $BNSF would look to acquire $CSX. Guess the speculation is true that Buffett & Co $BRK.A $BRK.B will enter the railroad M&A arena. Editorialization - I am against further consol of Tier X Railroads"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-21 22:16:19 UTC XXX followers, XXX engagements

"@KyleAdamsStocks Definitely. The hype around $FEIM has unjustifiably not been applied to $MPTI. tbh f**k the hype. Ill take a steady ride up. Who doesnt love an underdog Mgmt is making all the right moves to elongate the growth runway and sustain LT growth without sacrificing CF generation"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-17 19:50:47 UTC XXX followers, XXX engagements

"Over the last week I have begun conducting even more in-depth research into Brad Jacobs and his backstory anecdotes / stories at his different companies $URI $XPO $GXO $RXO pre - $WM etc and his upbringing as well as about the decision behind $QXO - $BECN My thoughts: 1/n 🧵"
@CapstackCapital Avatar @CapstackCapital on X 2025-06-29 15:50:34 UTC XXX followers, XXX engagements

"@microvoltaire Nonetheless the $MPTI products are vital and are top of the line for key verticals within the A&D industry. And the cherry on top is a great valuation strong mgmt zero debt and highly cash generative. GOD BLESS AMERICA"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-18 00:48:17 UTC XXX followers, XXX engagements

"@LaughingH20Cap H1'25 Letter is out. Incl. a great write-up on $SES.TO - fantastic waste mgmt biz 🔹Durable CFs as shift: Drill = Production 🔹Regulatory & barriers to entry 🔹Great capital allocation 🔹Many growth levers 🔹Cheap Val $WM $WCN $GFL $RSG"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-23 12:23:29 UTC XXX followers, XXX engagements

"@MishapMergers Count on some TikTok Investor to think they created something useful"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-25 20:07:00 UTC XXX followers, XX engagements

"$NXPI - Automarket remains troubled might be an indicator of whats to come for $MCHP which I remain long. Though $MCHP is more tied to industrial end market which has seemingly bottomed per mgmt and orders are improving"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-21 22:43:01 UTC XXX followers, XXX engagements

"Really well written piece on $FEIM Still think $FEIM is pretty fairly valued. $MPTI has the same tailwinds but has not been bid up like like $FEIM. Really favorable R/R with $MPTI given its low val growth & strong cash generation"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-21 18:26:22 UTC XXX followers, 4145 engagements

"@everyonehatesp1 What are your thoughts on $LAKE @ current levels I am seriously considering initiating a large position done a lot of DD. Seems very interesting. Would love your thoughts"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-15 21:39:45 UTC XXX followers, XXX engagements

"Officially sold all my $VRT. 730%+ gain realized in my ROTH IRA. Time to find the next man up Ideas"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-14 20:56:17 UTC XXX followers, 14.7K engagements

"What are your thoughts Ask away if you have any questions What are other pick n shovel industrial companies you all like"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-20 20:25:32 UTC XXX followers, XXX engagements

"The path to $300mm+ MV for $MPTI is relatively clear. Multiple exp. from current low val warranted by sustained growth and backlog + margin expansion from newer developed products with higher ASPs. This will also boost EBITDA and FCF"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-17 23:32:29 UTC XXX followers, 3285 engagements

"@alanbialo I hate $IREN more than I hate $CRWV. I hate all of it. I know more about that sector than most after having valued CRWV ever since before its Series C funding round for work. Any other ideas. I prefer pick n shovel"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-14 22:26:31 UTC XXX followers, 1324 engagements

"@DurableGrowth5 The value would be too large to be a bolt-on but also they are for completely different markets. Avalara is focused on enterprise tax situations and some SMB Middle market. Intuit focuses on SMB like mom and pop shops not complex situations"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-23 17:54:33 UTC XXX followers, XX engagements

"Other names that could be enticing to $QXO. Still think $BCC makes a lot of sense. To start I would expect Brad Jacobs & Co. to target the most critical bare bones building materials (ie wood framing trusts roof walls etc.). $BXC $CSW $NX $GFF $TREX $FBIN $WMS $GMS 🧵 1/n"
@CapstackCapital Avatar @CapstackCapital on X 2025-06-30 21:54:37 UTC XXX followers, 3634 engagements

"8/n On a CFY basis $CECO looks much cheaper esp as the integration benefits from prior M&A and the robust backlog converts to revenue + margin expansion due to cross-selling initiatives and fixed-cost leverage & gross margin due to consolidating purchases and in bigger quants"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-20 20:20:05 UTC XXX followers, XXX engagements