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"continued process of diversification. bought $cmrc cheap (for obvious reasons) new CEO"
X Link @17catspaw 2025-10-14T19:25Z 1335 followers, XXX engagements
"Amusing myself w today's valuations vs 1999. Most software IPOs IPOd $250-$500mm IPOs we flipped $1.5-$3B - while larger software B2B IPOs $ARBA $CMRC along w $JNPR $BKNG $AKAM hit $20B-$25B. So expensive in 1999 was $25B. same game XXX decades later"
X Link @IPODave 2025-10-14T17:47Z 13.5K followers, XXX engagements
"Companies I think will 2x in the next year $upst $tdoc $pton $lmnd $root $dkng $cmrc $tsla $tgt $dg"
X Link @impatientinvst 2025-10-14T15:40Z XXX followers, XXX engagements
"$CMRC is definitely one of them - clock ticking. $SHOP 15x ARR and $CMRC 1x. They dont need capital. Cant live there forever. Someone gonna buy it with borrowed money and extract the layup 2-4x return from current valuations"
X Link @BoxLongs 2025-10-14T14:35Z 2958 followers, 1051 engagements