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@CapitalObserver "The R2K is outperforming the S&P XXX by nearly X% today. It's good to be a shitco"
X Link @CapitalObserver 2025-10-13T19:04Z 15.4K followers, 2457 engagements

"I'm a sucker for FCF so it's probably not a coincidence I ended up owning $CI and $ELV. All that research when I could have just looked at a chart (recently sold $ELV)"
X Link @CapitalObserver 2025-10-16T13:16Z 15.4K followers, 2102 engagements

"My shitco portfolio $CI $ELV $FI $CHTR $CROX $KHC I am long all of these @RemindMe_OfThis in X years"
X Link @CapitalObserver 2025-09-21T15:15Z 15.4K followers, 7402 engagements

"On it's own the $FI financial solutions business would probably trade for a high teens multiple which would likely be worth around the entire current market cap. Financial solutions is a recurring steady eddie business"
X Link @CapitalObserver 2025-10-05T21:38Z 15.4K followers, 1674 engagements

"Has there been a management team that incinerated more profits than $STZ via dumb investments and M&A"
X Link @CapitalObserver 2025-09-09T20:09Z 15.4K followers, 2980 engagements

"$CI is up X% today on no news. It went down on no news. This is a steady low volatility business. The algos/podshops/momentum flows pushing prices create a lot of opportunity if you are able to value businesses and are willing to suffer"
X Link @CapitalObserver 2025-10-03T16:07Z 15.4K followers, 2445 engagements

"Literally everyone and their mother knows that $FI needs to adjust numbers slightly lower. The stock is down nearly 50%. Next years number probably have to come down to XXXXX which is XXXX times earnings and the EPS will still be growing by XX% YoY"
X Link @CapitalObserver 2025-10-13T13:07Z 15.4K followers, 6422 engagements

"Is it possible to beleive that Open AI will succeed in the long run and Google will remain as successful as it is now Wouldn't sharing a monopoly be a step down for Google"
X Link @CapitalObserver 2025-10-09T12:18Z 15.4K followers, 2219 engagements

"$FI is down nearly XX% from it's highs because Clover $FI's point of sales system is losing share. Clover probably accounts for around XX% of the companies profits"
X Link @CapitalObserver 2025-09-26T13:01Z 15.4K followers, 2224 engagements

"$META has zero net cash ( net of debt + operating leases). At the beginning of the year they had $XX billion of net cash. The cash burn is real"
X Link @CapitalObserver 2025-10-12T19:06Z 15.4K followers, 228.4K engagements

"I think the reason $FI is mispriced is because the market hates the payment stocks right now and $FI is thrown into that bucket. But approximately XX% of $FI profit is from their financial solutions business"
X Link @CapitalObserver 2025-10-05T21:35Z 15.4K followers, 3744 engagements

"Jim Cramer wrote this XX years ago right before the bubble burst"
X Link @CapitalObserver 2025-10-13T19:07Z 15.4K followers, 3462 engagements

"@GlobalMacroZen Smaller banks can't all create their own software for websites transactions compliance etc. like the larger banks so it's provided by $FI. They also have a merchant solutions business that helps merchants process payments which is the part the market doesn't like"
X Link @CapitalObserver 2025-10-05T21:43Z 15.4K followers, XXX engagements

"@ChrisPavese @GrantsPub Is there a bear case here"
X Link @CapitalObserver 2025-10-10T18:44Z 15.4K followers, XXX engagements

"$ARMK another former compounder that hasn't done much since 2018. Outside of the Mag X buying a portfolio of "compounders" in 2018 would have been pretty bad"
X Link @CapitalObserver 2025-10-03T11:49Z 15.4K followers, 1637 engagements

"If this is the level of due diligence in private credit it could get ugly"
X Link @CapitalObserver 2025-10-09T18:12Z 15.4K followers, 157K engagements

"Signing a non binding deal with OpenAI is the new adding a .com to your name"
X Link @CapitalObserver 2025-10-13T19:48Z 15.4K followers, 87K engagements

"This OpenAI/ $AMD deal feels like a jump the shark moment. The deal structure is just so stupidly unbelievable"
X Link @CapitalObserver 2025-10-06T11:27Z 15.4K followers, 106.3K engagements