# ![@CousinGraig Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::727622644598714368.png) @CousinGraig Graig

Graig posts on X about growth, $gpn, china, $snps the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::727622644598714368/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::727622644598714368/c:line/m:interactions.svg)

- [--] Week [------] +139%
- [--] Month [-------] +872%
- [--] Months [-------] -77%
- [--] Year [-------] -58%

### Mentions: [--] [#](/creator/twitter::727622644598714368/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::727622644598714368/c:line/m:posts_active.svg)

- [--] Week [--] +22%
- [--] Month [--] +156%
- [--] Months [--] +77%
- [--] Year [---] +1.40%

### Followers: [-----] [#](/creator/twitter::727622644598714368/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::727622644598714368/c:line/m:followers.svg)

- [--] Week [-----] +0.52%
- [--] Month [-----] +12%
- [--] Months [-----] +20%
- [--] Year [-----] +54%

### CreatorRank: [-------] [#](/creator/twitter::727622644598714368/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::727622644598714368/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [currencies](/list/currencies)  [fashion brands](/list/fashion-brands)  [us election](/list/us-election)  [automotive brands](/list/automotive-brands)  [gaming](/list/gaming) 

**Social topic influence**
[growth](/topic/growth), [$gpn](/topic/$gpn), [china](/topic/china), [$snps](/topic/$snps) #25, [ceo](/topic/ceo), [biz](/topic/biz), [$fi](/topic/$fi), [$mrvi](/topic/$mrvi), [$iqv](/topic/$iqv), [in the](/topic/in-the)

**Top accounts mentioned or mentioned by**
[@pythiar](/creator/undefined) [@jerrycap](/creator/undefined) [@viggykrishnan](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@slothcap](/creator/undefined) [@masasoncap](/creator/undefined) [@revcap](/creator/undefined) [@partnersroad](/creator/undefined) [@k3ithmccullough](/creator/undefined) [@buccocapital](/creator/undefined) [@borrowedideas](/creator/undefined) [@valuestockgeek](/creator/undefined) [@bizalmanac](/creator/undefined) [@jeremyblackman3](/creator/undefined) [@borlaug](/creator/undefined) [@metacriticcap](/creator/undefined) [@fundiescapital](/creator/undefined) [@tbu12345678](/creator/undefined) [@bankbraavos](/creator/undefined) [@southernvalue95](/creator/undefined)

**Top assets mentioned**
[Global Payments Inc (GPN)](/topic/$gpn) [Synopsys, Inc. (SNPS)](/topic/$snps) [Fiserv, Inc. (FI)](/topic/$fi) [Maravai LifeSciences Holdings, Inc.  (MRVI)](/topic/$mrvi) [Iqvia Holdings Inc (IQV)](/topic/$iqv) [DisChain (DIS)](/topic/$dis) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Wat (WAT)](/topic/$wat) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Salesforce Inc (CRM)](/topic/$crm) [4 (FOUR)](/topic/$four) [Stryker Corporation (SYK)](/topic/$syk) [Danaher Corporation (DHR)](/topic/$dhr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Repligen, Corp. (RGEN)](/topic/$rgen) [Apple, Inc. (AAPL)](/topic/$aapl) [ANSYS, Inc. (ANSS)](/topic/$anss) [Microsoft Corp. (MSFT)](/topic/$msft) [Mastercard, Inc. (MA)](/topic/$ma) [Air Products & Chemicals, Inc. (APD)](/topic/$apd) [Workday Inc (WDAY)](/topic/$wday) [Starbucks Corporation (SBUX)](/topic/$sbux) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Intel Corporation (INTC)](/topic/$intc) [Exxon Mobil (XOM)](/topic/$xom) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [Metadium (META)](/topic/$meta) [Bruker, Corp. (BRKR)](/topic/$brkr) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Advance Auto Parts, Inc. (AAP)](/topic/$aap) [Decentral Games (DG)](/topic/$dg) [Dash (DASH)](/topic/$dash) [Paycom Software Inc (PAYC)](/topic/$payc) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Diageo plc (DEO)](/topic/$deo) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Cognex, Corp. (CGNX)](/topic/$cgnx) [Crocs, Inc. (CROX)](/topic/$crox) [LKQ Corporation (LKQ)](/topic/$lkq) [Huntington Ingalls Industries Inc (HII)](/topic/$hii) [VF Corp (VFC)](/topic/$vfc) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Autozone Inc (AZO)](/topic/$azo) [Aspen Technology, Inc. (AZPN)](/topic/$azpn) [Netflix Inc (NFLX)](/topic/$nflx) [Coca-Cola Co (KO)](/topic/$ko)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@ChairliftCap $IQV IQVIA - IMS Health and Quintiles merger"  
[X Link](https://x.com/CousinGraig/status/1577789566253207554)  2022-10-05T22:35Z [----] followers, [--] engagements


"@PythiaR Adjacent but not the same is $IQV. Advantaged patient data position to lower cost of administering clinical trials and theyre taking share in core biz; the enterprise CRM/operations mgmt SW biz growing too. Pretty reasonable at 20x earnings"  
[X Link](https://x.com/anyuser/status/1612895280088621056)  2023-01-10T19:32Z [----] followers, [----] engagements


"I wonder if anyone will ask $MRVL what % of total revenue is AI revenue with 2Q guide comping -13% and stock +15% AH"  
[X Link](https://x.com/CousinGraig/status/1661829707573211136)  2023-05-25T20:20Z [---] followers, [---] engagements


"@PythiaR Bottom prob not in with 2h guide to decel and tough comps into consumer softening but $ulta getting interesting"  
[X Link](https://x.com/CousinGraig/status/1664383135247745026)  2023-06-01T21:27Z [---] followers, [--] engagements


"@puppyeh1 @Citrini7 Read one when they shorted $SYK and cited their long bonds declining as a sign of credit stress with rates up [---] Bps vowed to never read another one again"  
[X Link](https://x.com/CousinGraig/status/1665783615249104898)  2023-06-05T18:12Z [---] followers, [--] engagements


"@Borlaug_ Do you have a preference btwn $WAT $BRKR and $A"  
[X Link](https://x.com/CousinGraig/status/1669720443220025344)  2023-06-16T14:55Z [---] followers, [---] engagements


"@CloudCompounder $IQV"  
[X Link](https://x.com/CousinGraig/status/1674635288394489857)  2023-06-30T04:25Z [---] followers, [---] engagements


"@MasaSonCap Ads/affiliate fee need to get to very lsd decline before anyone feels good about assigning anything more than 3-4x EBITDA multiple. Best content in the game though imo"  
[X Link](https://x.com/CousinGraig/status/1678196684524756993)  2023-07-10T00:17Z [---] followers, [---] engagements


"@MasaSonCap Agree but sports rights is table stakes and I think mkt needs clarity on how ESPN will distinguish btwn what they carry on cable and what goes DTC. ESPN is helping float tier [--] packages and it becomes a shell then its unclear what ad/affiliate rev looks like"  
[X Link](https://x.com/CousinGraig/status/1678201205296623620)  2023-07-10T00:36Z [---] followers, [--] engagements


"@MasaSonCap Yeah $DIS needs to prevent real ESPN DTC package for as long as possible. Cable bundle is actually great solution for sports rights for every stakeholder it touches. Bc if ESPN goes direct why wouldnt pro leagues just go dtc themselves once they learn what willingness to pay is"  
[X Link](https://x.com/CousinGraig/status/1678202762494984192)  2023-07-10T00:42Z [---] followers, [--] engagements


"@MasaSonCap Yes but retaining sports rights is getting harder for all netwrks and only gets harder the quicker they try to hedge (dtc). Cable subs down 4.5M/yr since [--] (50m in 4-5yrs) if sports less available cutting accels bc all the networks benefit from each others presence"  
[X Link](https://x.com/CousinGraig/status/1678211072753319937)  2023-07-10T01:20Z [---] followers, [---] engagements


"@MasaSonCap $DIS -15% linear ads and $WBD -14% linear ads is very ugly and ads can go much lower Before 50M especially if that 50m is an older demographic. Its just a very hard problem to solve"  
[X Link](https://x.com/CousinGraig/status/1678211952076632066)  2023-07-10T01:20Z [---] followers, [---] engagements


"@MasaSonCap The leagues need the bundle no one wants to be captive to big tech but tech budgets/ability to spend is obv multiples of what networks is. But trend is being driven by consumers and tech can subsidize sports viewing"  
[X Link](https://x.com/CousinGraig/status/1678213379951820801)  2023-07-10T01:28Z [---] followers, [--] engagements


"@MasaSonCap I think they do too and thats the counter to 4.5m/yr cord cutters stopping. But whats the bundle sub where the cutting trend starts to decel To your point the leagues will throw the networks bones to keep tech at bay but ESPN pulling plug too early could screw it all up"  
[X Link](https://x.com/CousinGraig/status/1678215817362657280)  2023-07-10T01:40Z [---] followers, [--] engagements


"@MasaSonCap So back to original pt. Cable will trade at 3-4x until bundle subs decline shows sustainable decel leagues need the bundle but $DIS cant cut off its nose to spite its face w ESPN in meantime which could accelerate core cutting"  
[X Link](https://x.com/CousinGraig/status/1678216459766382592)  2023-07-10T01:40Z [---] followers, [--] engagements


"@MasaSonCap Idk I think decrementals going to get worse now that theres less fat to trim for $WBD. DIS linear EBIT -20% if you keep opex flat (-35% irl). So hard to put anything more than 6-7x on out year EBITDA For wbd"  
[X Link](https://x.com/CousinGraig/status/1678219379605897217)  2023-07-10T02:08Z [---] followers, [---] engagements


"Is there a supply side based bull case for graphite electrodes $EAF Spot Price back to 16-17 levels yet $NUE margins doubled vs then and WSO calling for msd growth of mini mill steel production. Is it all China stimulus based Does China supply go offline $EAF looks cheap"  
[X Link](https://x.com/CousinGraig/status/1687826338881716224)  2023-08-05T14:02Z [---] followers, [---] engagements


"@MadsCapital $AAP has chance at working if you consider the biz is about operating efficiency vs peers and Bill Rhodes retiring at $AZO. No position not saying it will work but sum1 at $AZO will get passed over and could be a good target for $AAP to attempt to reverse decades of mismgmt"  
[X Link](https://x.com/CousinGraig/status/1688320351942430721)  2023-08-06T22:45Z [---] followers, [---] engagements


"@PythiaR $AZPN"  
[X Link](https://x.com/CousinGraig/status/1692295250046226532)  2023-08-17T22:00Z [---] followers, [---] engagements


"@JerryCap @Thoughtsfortom1 As I understand $pypl relies on $gpn for psp in most of Europe. $adyen enables speed and is singularly focused on merchants (no consumer prod). So they prob had easy early wins. I think you need a lot of confidence that adyen will win rest of low ecom pentrn high cash mkts"  
[X Link](https://x.com/CousinGraig/status/1693047281149169984)  2023-08-19T23:48Z [---] followers, [---] engagements


"@JerryCap At this pt $NFLX EV $DIS does not make sense. Reminds me of when $PYPL was worth more than $MA. Hulu resolution 40-50% capture of ESPN subs with $35 for ESPN only (no ad free option) $50 for ad-support bundle will be a real product. Linear already valued at $0"  
[X Link](https://x.com/CousinGraig/status/1699895034773168305)  2023-09-07T21:18Z [---] followers, [---] engagements


"@BankBraavos $DG has consistently ranked twrds bottom on employee comp and I find hard to believe that 4person super teams will turn this around. Ignored necessary sustaining investments. WMT clearly biting"  
[X Link](https://x.com/anyuser/status/1702430558255759619)  2023-09-14T21:14Z [----] followers, [---] engagements


"@BankBraavos Easier to see after the fact of course but the fixes are hard. Their position looks very similar to $AAP"  
[X Link](https://x.com/CousinGraig/status/1702451559605371274)  2023-09-14T22:37Z [---] followers, [--] engagements


"@NestBetter Spot on. even $DG doesnt kno otherwise DG would have timed the levered buybacks better. Is is this a $wmt issue Or a 1-time inventory issue. $-stores have added significant capacity over last 10yrs too. Strong Real estate scouting which enabled underinvestment was their moat"  
[X Link](https://x.com/CousinGraig/status/1702858290231705744)  2023-09-16T01:33Z [---] followers, [--] engagements


"@g_squirt @CelticsPost Grant has had big playoff games and been forced to compete in big spots. Feels like he was gone bc part Money part mazzulla. Grant is a real guy Walsh is a bet"  
[X Link](https://x.com/CousinGraig/status/1710484949160046700)  2023-10-07T02:39Z [---] followers, [---] engagements


"@JerryCap Talk to em Jer. $MKC and $KO look decent here"  
[X Link](https://x.com/CousinGraig/status/1710494706608562387)  2023-10-07T03:18Z [---] followers, [---] engagements


"@Aubrey___K $FANG"  
[X Link](https://x.com/anyuser/status/1720209389531869505)  2023-11-02T22:40Z [----] followers, [----] engagements


"@SouthernValue95 $WBD new release library is incredibly disappointing cant cut costs and invest at same time. This shows value of sports rights and news need to invest in new titles to afford sports rights too"  
[X Link](https://x.com/CousinGraig/status/1729523540783776025)  2023-11-28T15:31Z [---] followers, [---] engagements


"@JerryCap @i_know_n0thing Agree. Guys seat is barely warm just closed EVO and wants to stretch a 4x levered BS to buy mkt share at 2x his own stock price. are things really THAT bad for $GPN losing share GDV growth close to MA/V in US. Breadys day [--] stock price was $95 he coulda been a somebody"  
[X Link](https://x.com/anyuser/status/1735410514124284309)  2023-12-14T21:24Z [----] followers, [---] engagements


"@returnoncap $AZPN"  
[X Link](https://x.com/CousinGraig/status/1752875006122426700)  2024-02-01T02:02Z [---] followers, [---] engagements


"@PythiaR Been following $APD finally bought today on dip bc core biz is great and its 14x ex-growth capex. CEO is bad capital allocator betting big on greenfield projects with commod risk while running well over budget and offers no answers"  
[X Link](https://x.com/CousinGraig/status/1754701608078692823)  2024-02-06T03:00Z [---] followers, [---] engagements


"@PythiaR FCF conversion getting worse &shining light on its minority interest approach to JV where cash can get trapped and where they book earnings that will largely consist of "interst earned on loans to JV's" as part of income from affiliates which was being valued as part of core EPS"  
[X Link](https://x.com/CousinGraig/status/1754701736852292029)  2024-02-06T03:01Z [---] followers, [---] engagements


"@PythiaR $LIN is much better run org. Given large cap size and massive u/p vs peers seems like good activist play"  
[X Link](https://x.com/CousinGraig/status/1754702026926067818)  2024-02-06T03:02Z [---] followers, [---] engagements


"@rev_cap I kno your long builders but you have a view on home furnishings $WSM has run great buyback and shift to ecom gives much more capital flexibility than $RH but value feels full now. $RH interesting. $UHAL interesting play on housing w/ consumer mobility returning"  
[X Link](https://x.com/CousinGraig/status/1756690503549026687)  2024-02-11T14:43Z [---] followers, [---] engagements


"@TimmyMcCarthy My pick is $AXP"  
[X Link](https://x.com/CousinGraig/status/1757622122581479696)  2024-02-14T04:25Z [---] followers, [--] engagements


"@viggy_krishnan $FMC interesting. Ag cycle inventories are cyclical reasons for correcting can be random (&cyclical) but it does recover. 14x bottom cycle FCF with decent margins thru cycle"  
[X Link](https://x.com/CousinGraig/status/1763885923664855210)  2024-03-02T11:15Z [---] followers, [---] engagements


"@BucknSF @Acct7642 Long $ACN"  
[X Link](https://x.com/CousinGraig/status/1764048875373895767)  2024-03-02T22:03Z [---] followers, [--] engagements


"@GavinSBaker @PythiaR Taking to an extreme seems particularly bad for payroll/HCM that use PEPM $PAYC $DAY $ADP $WDAY etc. Staffing firms $RHI would be structurally disadvantaged"  
[X Link](https://x.com/CousinGraig/status/1764688741212262426)  2024-03-04T16:25Z [---] followers, [---] engagements


"@orrdavid US SMB/middle mkt HCM/payrol is Mature with [--] public cos and many privates. Their up mkt and intl pivot are easier said than done; bigger players moving down mkt at same time. SS calling for rev accel in 25-26 based on faith. Its prob cheap to $ADP but narrative wont improve"  
[X Link](https://x.com/CousinGraig/status/1768662536834965769)  2024-03-15T15:36Z [---] followers, [--] engagements


"@rev_cap Powell saying were already sufficiently restrictive unnecessarily backed himself into corner. Either [--]. Decade of zirp requires mor than [--] yrs of FFR [--] 2.fed needs to hawkish jawbone the mkt [--]. Congress needs to actively cut deficit. Only 1/3 are politically palatable"  
[X Link](https://x.com/CousinGraig/status/1769049353178542420)  2024-03-16T17:13Z [---] followers, [---] engagements


"@AncientSion @rev_cap Ya were not disagreeing on past actions. The Is what do they do going frwd. Ignore the problem and move the goalposts Change rhetoric and actions What happens if mkt starts to care about inflation again Need to have view on data fed & trsy respons and mkt response [--] that"  
[X Link](https://x.com/CousinGraig/status/1769060947656610185)  2024-03-16T17:59Z [---] followers, [--] engagements


"@ADHD_Capital $IQV $RTO $CASY $NAPA $TKR"  
[X Link](https://x.com/CousinGraig/status/1781882642587095324)  2024-04-21T03:08Z [---] followers, [---] engagements


"@JerryCap AAPL wil be there when technology (power/memory/latency) converges with go anywhere (on device/mobile) vs distant DC. how they manage that bridge will matter but INTC dropping out of mobile and NVDA dominating GPU means they can find a niche. $QCOM wil be a winner here too"  
[X Link](https://x.com/CousinGraig/status/1784072752556539988)  2024-04-27T04:11Z [---] followers, [---] engagements


"@DannyOcean555 How does one effectively get mgmt to change its comp structure. Looking at $GPN and egregious add backs from M&A to eps. A focus on fcf/shr could close valuation gap to $FI quickly"  
[X Link](https://x.com/CousinGraig/status/1786948005632860433)  2024-05-05T02:36Z [---] followers, [---] engagements


"@AggieCapitalist $RTO good biz that has suffered bc it lags one peer in NA and a mgmt team not used to managing qtrly expectations. This is trading at 13-14x [--] earnings 60-70% discount to peers. TMX integration and resumption of growth are VERY fixable. Can be $60/shr at 24x"  
[X Link](https://x.com/anyuser/status/1794050601489195132)  2024-05-24T16:59Z [----] followers, [----] engagements


"What is the best reason $WDAY is not an S&P [---] constituent"  
[X Link](https://x.com/CousinGraig/status/1795463490871644476)  2024-05-28T14:33Z [---] followers, [---] engagements


"$WDAY - founder owns 60% of vote. In [--] buys friends jet w/ WDAY funds for $24M buys out CR lease from affiliate for $173m. ARR growth midteens but SBC at 20% of rev 80% of adj EBIT amortizes commissions over 5yrs & 33% of rev on R&D aggressive accounting"  
[X Link](https://x.com/anyuser/status/1795579008572363093)  2024-05-28T22:12Z [----] followers, 54.7K engagements


"Is there a catalyst for margin improvement At $7B rev run rate growing 15-16% SBC still growing 10%. EV/rev doesnt feel right at $7-8b rev scale but there is no real institl imperative to improve margins and activists will have no juice"  
[X Link](https://x.com/anyuser/status/1795579071466008911)  2024-05-28T22:13Z [----] followers, [----] engagements


"Base case rev growth hits $CRM level (10ish%) by 29/30 (or sooner) so looking at $300ish stock price in [--] years at 25x $12 of eps in [--] with generous/aggressive accounting 7% IRR. Yes good growth low churn recurring rev for very sticky horiz back office solution"  
[X Link](https://x.com/anyuser/status/1795579126671437965)  2024-05-28T22:13Z [----] followers, [----] engagements


"with better runway than peer application sw. But is there a catalyst for 15% IRR (2x in 4-5 yrs) that isnt ev/rev mean reversion Prob Lots of low hanging fruit but what is catalyst"  
[X Link](https://x.com/anyuser/status/1795579196296839287)  2024-05-28T22:13Z [----] followers, [----] engagements


"@partners_road $SBUX $DLTR or $DASH and outside chance of $PYPL"  
[X Link](https://x.com/anyuser/status/1795963194826973327)  2024-05-29T23:39Z [----] followers, [----] engagements


"$PAYC was that the shortest CEO tenure on record [--] months Middle mkt payroll software must really be feeling it. Related and yes Diff sw suite but gotta respect $HUBS mgmt for trying to sell right as mkt getting nervous"  
[X Link](https://x.com/CousinGraig/status/1796553469475651869)  2024-05-31T14:45Z [---] followers, [---] engagements


"Hard to see how you lose money on $PAYC from current price. A motivated founder returns to the job with significant skin in the game (3M shares $450m) and a massive ego. This feels like a long even with reduced expectations. 14-15x fwd earnings. Polen Nygren both involved"  
[X Link](https://x.com/anyuser/status/1796656293400211667)  2024-05-31T21:33Z [----] followers, 22.4K engagements


"$GPN CEO cam bready selling $230k worth of shares with the stock at 52w low is not what you want to see lol is this business broken someone should take an activist stake in this or they should sell to $FI and get it over with"  
[X Link](https://x.com/CousinGraig/status/1797751856762093825)  2024-06-03T22:06Z [---] followers, [----] engagements


"@JerryCap @borrowed_ideas no longer expensive but debat obv around grwth durability. Fashion fast cycle and innovation much diff meaning here than tech. $LULU budging on price a bit. Wonder how they respond if new competitors discount more and whether lulu prioritizes mkt shr or premium brand standing"  
[X Link](https://x.com/CousinGraig/status/1799145836812665094)  2024-06-07T18:26Z [---] followers, [---] engagements


"@MetacriticCap @Citrini7 I cant tell if you guys agree or disagree with each other. Sounds like @Citrini7 is bullish/contrarian on $adbe and @MetacriticCap thinks the opposite"  
[X Link](https://x.com/CousinGraig/status/1800972381210505318)  2024-06-12T19:24Z [---] followers, [---] engagements


"@borrowed_ideas great thread and played out how you described. $XRAY flat to -2% vs [----] another new ceo all trends you described still in place but now at 12x p/e. Co now saying msd rev org growth 50% cum. EPS growth from 24-26 would put stock at 8x p/e. Any new thoughts"  
[X Link](https://x.com/CousinGraig/status/1805670938781860348)  2024-06-25T18:34Z [---] followers, [---] engagements


"@JerryCap A lot of the +ve optionality is still priced in even after the drawn down at todays price. Could make sense for $DHR or $TMO but both have sacrificed returns on last few large deals"  
[X Link](https://x.com/CousinGraig/status/1805799551862768008)  2024-06-26T03:05Z [---] followers, [---] engagements


"@rev_cap not a HC guy either but I think integrated MCOs black boxish for reasons like the below. Also aside from this year I think $UNH has like a decade + track record of never missing earnings which screams GE UnitedHealth members are 15x more likely to be diagnosed with diabetic cataracts than patients in traditional Medicare. Why Medicare pays insurers up to $2700 more annually per diagnosed patient. So much of the healthcare business is just optimizing the billing system. via @wsj https://t.co/Md2RzRN4aM UnitedHealth members are 15x more likely to be diagnosed with diabetic cataracts"  
[X Link](https://x.com/CousinGraig/status/1812619578008338543)  2024-07-14T22:45Z [---] followers, [---] engagements


"Paints and coatings is generally considered a good business: see $SHW $BRK buying Benjamin Moore and even $MAS. How has $PPG done nothing over a decade. Stock compounded at 2.5% for [--] years"  
[X Link](https://x.com/CousinGraig/status/1814056196204023839)  2024-07-18T21:54Z [---] followers, [---] engagements


"@Mr_Neutral_Man This looks like $SBUX [---] in waiting but under penetrated store front TAM might delay the reckoning. Very hard to keep going on price without alienating consumer. High Store throughout def wears on employees too like with sbux"  
[X Link](https://x.com/CousinGraig/status/1816895186074763401)  2024-07-26T17:55Z [---] followers, [---] engagements


"$AMZN 2Q24 AWS incremental margins of 95% are something. MSFT intelligent cloud at 52% incremental both on $4Bish of net sales growth. Not sure how to explain that. Chip advantage Change in useful life of assets"  
[X Link](https://x.com/CousinGraig/status/1819108601392517475)  2024-08-01T20:31Z [---] followers, [---] engagements


"Thinking of going full Tobias Fnke and loading up on $EL"  
[X Link](https://x.com/CousinGraig/status/1822071404604355020)  2024-08-10T00:44Z [---] followers, [---] engagements


"Is there a price for $wbd at which $cmcsa shareholders would be happy to acquire WBD $50B check incl. net Debt is $5.20/shr. Combined FCF ($15b after dvd) so can pay the debt down in [--] yrs helps pay for NBA WBD cant go alone & max/hbo gives peacock a fighting chance"  
[X Link](https://x.com/CousinGraig/status/1823085798020747448)  2024-08-12T19:55Z [---] followers, [---] engagements


"@B__Digs NBA props up affiliate fees for entire network. Rev could fall 20% in 3-4 years and then their ability to invest in content goes. Its a snowball $wbd cant go alone. But is would $cmcsa SHs want cmcsa to make a big/bold bet on media. Bc combo of nbc/wbd makes lots of sense"  
[X Link](https://x.com/CousinGraig/status/1823524848703791368)  2024-08-14T00:59Z [---] followers, [---] engagements


"@ColonelAngusss @B__Digs Not talking about current nba rights deal. This is about $WBD existing rights deal ending and the -ve impact it will have on future CFs. $cmcsa kneecapped $wbd. But if Cmcsa acquires wbd they can prob preserve most of $wbd affiliate fee revs"  
[X Link](https://x.com/CousinGraig/status/1823535073980764231)  2024-08-14T01:40Z [---] followers, [---] engagements


"@HedgeDirty Was going to point this out. Also Greenberg at $CB is as prickly as they come in calls and theyre crushing"  
[X Link](https://x.com/CousinGraig/status/1829838819346010168)  2024-08-31T11:09Z [---] followers, [--] engagements


"@AndrewRangeley $TTEC Management take private offer at $6.85 stock at $5.80. Owner already owns 58% of company. Check would be $180M. Already levered 4.5x so risk of financing could exist given mkt implied debt to cap of almost 80% But 18% upside"  
[X Link](https://x.com/CousinGraig/status/1842356738537717851)  2024-10-05T00:10Z [---] followers, [---] engagements


"@mentalmodelcap Not involved but its Bc industrials levered to Power grid upgrade capex and backup generator spend are downstream of the AI story so theyre riding the thematic momentum and the China cyclical recovery waves"  
[X Link](https://x.com/CousinGraig/status/1843315019251171712)  2024-10-07T15:38Z [---] followers, [--] engagements


"Anyone sub to Grants interest rate observer Is it worth it"  
[X Link](https://x.com/CousinGraig/status/1843976127813136528)  2024-10-09T11:25Z [---] followers, [---] engagements


"@Molson_Hart I guess Im asking what would a modern day Sputnik moment be that is relevant to today My guess would be a Nuclear fusion breakthrough that upends energy markets and shifts balance of power. Especially w/r/t willingness to tolerate conflict in Middle East spreading"  
[X Link](https://x.com/CousinGraig/status/1845204366828941547)  2024-10-12T20:46Z [---] followers, [--] engagements


"@mario_cibelli $amkr"  
[X Link](https://x.com/CousinGraig/status/1846703675303252257)  2024-10-17T00:04Z [---] followers, [---] engagements


"@partners_road Either interpret this as everythings fine or now theres only one direction for them to go. Dave Breazanno (DDJ) Polens HY guy is convinced recession is inevitable (still buying Bs and CCCs but hes caution on leveraged loan market Floating rate)"  
[X Link](https://x.com/anyuser/status/1847664610368749740)  2024-10-19T15:42Z [----] followers, [----] engagements


"@ValueStockGeek Not saying it is but Apple is representative of Semis/ai/quality/mag7/passive and is most susceptible to taiwan tensions. If hes worried enough to act its probably more signal than noise is what Im saying. No one can time a mkt reversal"  
[X Link](https://x.com/CousinGraig/status/1847670488975212890)  2024-10-19T16:05Z [----] followers, [---] engagements


"@ValueStockGeek I kno what youre trying to say but I guess I think his large sales of Apple and $bac are worth paying attention to right now. For example If long end of curve keeps blowing out banks like $bac have a problem unless fed takes action. Theres a lot of complacency in apple too"  
[X Link](https://x.com/CousinGraig/status/1847672302516998383)  2024-10-19T16:12Z [----] followers, [---] engagements


"@partners_road Agree. I do think growth private credit + lev loan mkt has made traditional HY much higher quality in aggregate which could mean HY is more insulated/will act as less of a signal going fwd. Im sure it will move but may not lead like it has in the past"  
[X Link](https://x.com/anyuser/status/1847673130484916684)  2024-10-19T16:16Z [----] followers, [---] engagements


"@AC173467321 @ValueStockGeek Its his highest % cash allocation in more than [--] years. Hes pretty limited in what he can do at his scale so to me its a pretty decent signal as to what he (or his team) thinks about current setup"  
[X Link](https://x.com/CousinGraig/status/1847714391828902329)  2024-10-19T19:00Z [----] followers, [--] engagements


"@borrowed_ideas Time to swap $AON into $AJG"  
[X Link](https://x.com/CousinGraig/status/1849844913334329785)  2024-10-25T16:06Z [----] followers, [---] engagements


"@PythiaR @maxwellhouse99 if GenAI leads to super agent/personal asstnt then top of intent-based funnel changes radically and then they (goog/amzn/aapl) face real competition among each other and roic goes down. Meta likely best positioned MSFT prob spends the most for least return bc not real consmr co"  
[X Link](https://x.com/CousinGraig/status/1851006117960434160)  2024-10-28T21:00Z [----] followers, [---] engagements


"@PythiaR CHI-macro driven recovery can fix top line trends without major EL-spec. improvement margins cant possibly be worse & som1 will take a strategic stake. $16.5B rev & 15% margin gets you to $4.7 of EPS and mkt will say fixed and youre at $120/shr. Family is feeling dvd cut"  
[X Link](https://x.com/CousinGraig/status/1852355620361351634)  2024-11-01T14:22Z [---] followers, [---] engagements


"So long $intc short $nvda now Worked great for short $CRM and long $xom"  
[X Link](https://x.com/anyuser/status/1852463516084588672)  2024-11-01T21:31Z [----] followers, [----] engagements


"$IQV -12% in two weeks -10% ytd co buying back stock. $MEDP -20% ytd calling bottom for book to bill. Weak budget flush bc IRA incentives causing pharma to match spending w/ incentives thats almost done. $IQV at 17x earnings $medp at 24x. These look good over next 12-24mos"  
[X Link](https://x.com/anyuser/status/1852740528627982513)  2024-11-02T15:52Z [----] followers, [----] engagements


"@PythiaR @spanishprofit If you have benefit of duration I think you size up bc if youre in the camp of when not if then its unlikely to get cheaper following [--] straight guide downs. And down 50% from $RGEN rumor. The lack of visibility is why the opp exists"  
[X Link](https://x.com/CousinGraig/status/1855425287812481168)  2024-11-10T01:40Z [----] followers, [----] engagements


"@bizalmanac $ASO comes to mind. tarrifs risk but trading at 7.5x buyback 8-10%/yr. One of only ammunition/hunting supply retailers in mostly red states Higher terminal value than getting credit for. New stores ramping slow but will be decent enough. Low end cons will get better too"  
[X Link](https://x.com/CousinGraig/status/1855714447517491477)  2024-11-10T20:49Z [---] followers, [---] engagements


"@WaterworldCapi1 Immediate counter Taiwan considers big US defence purchases as overture to Trump https://on.ft.com/3YX3l7M https://on.ft.com/3YX3l7M"  
[X Link](https://x.com/CousinGraig/status/1855732220285079571)  2024-11-10T22:00Z [---] followers, [--] engagements


"@FatTailCapital He just wants credit for a higher stock price and if $dis stock does go higher he doesnt want the credit to go to someone else. Jives with his exit at dis+ launch. He 1st took ceo job in late [--] price return cagr is 7.8% since. $200/shr gets him to 12%. Hell leave then"  
[X Link](https://x.com/anyuser/status/1856376434543210967)  2024-11-12T16:40Z [----] followers, [---] engagements


"Why has $brkr underperformed $wat and $a by so much this year It trades at a steep discount to both on a relative and historical basis but offers better growth. Is just earnings revisions trending in OPP directions"  
[X Link](https://x.com/anyuser/status/1856542113447522320)  2024-11-13T03:38Z [----] followers, [---] engagements


"@PythiaR Those are the rules. Midwit take - rfk wants more onerous trial standards so it actually benefits cros"  
[X Link](https://x.com/CousinGraig/status/1857459996591575457)  2024-11-15T16:25Z [---] followers, [---] engagements


"Is $edit really trading for 60% of its cash on hand Negative $100M of enterprise value Obv they have very little runway at current burn rate. But didnt think Id see a net-net that once had a $5b mkt cap within the last three years"  
[X Link](https://x.com/CousinGraig/status/1864413941650120792)  2024-12-04T20:58Z [---] followers, [---] engagements


"@JerryCap @Borlaug_ had some good stuff on importance of NIH discretionary funds to proteomics names and tabbed $tech as being strong in research grade products. Read it as being high risk. Its Trading at about 25x fwd ebitda so not cheap but growth starting to inflect in last Q"  
[X Link](https://x.com/CousinGraig/status/1864765242271477912)  2024-12-05T20:14Z [---] followers, [---] engagements


"@dnystedt They have partnership with $amkr in Arizona. Id think this strengthens it"  
[X Link](https://x.com/CousinGraig/status/1864877624784281971)  2024-12-06T03:40Z [----] followers, [---] engagements


"@JerryCap The Jeffries thesis that it would go the way of Coach (not true luxury) misses the point that $lulu doesnt have a true luxury competitor they are as luxury as it gets for athliesure and they can avoid markdowns as a means to maintain the brand identity"  
[X Link](https://x.com/CousinGraig/status/1865058293565047062)  2024-12-06T15:38Z [---] followers, [---] engagements


"$AJG buying assured partners for $13.5B a GTCR-backed company. GTCR raising cash. $MRVI up for sale Hull stepping down at $mrvi and being replaced by a guy whos been CEO of [--] cos in [--] years that were each acquired under his watch. After [--] rejected bids ($42$15$9) the stock is pretty much at an AT low ($5). Tough time for GTCR to commit to selling https://t.co/cQSKcwhESR Hull stepping down at $mrvi and being replaced by a guy whos been CEO of [--] cos in [--] years that were each acquired under his watch. After [--] rejected bids ($42$15$9) the stock is pretty much at an AT low ($5). Tough time for"  
[X Link](https://x.com/anyuser/status/1866479005236404360)  2024-12-10T13:44Z [----] followers, [----] engagements


"Assured Partners did [---] acquisitions since [----] a deal per week for five years. Thats insane. I dont fully understand how there can be that many insurance brokers earning 25% margins. Not a gross overpay but still surprised $AJG not down more with $8.5b issuance"  
[X Link](https://x.com/anyuser/status/1866627064381800686)  2024-12-10T23:32Z [----] followers, [----] engagements


"@SouthernValue95 @bgurley @altcap Much different tone from MSFT now that GOOG is dancing. Doesnt make him wrong & positive that hes flexible in his approach. Backdoor endorsement of $aapl approach"  
[X Link](https://x.com/anyuser/status/1867353423211114723)  2024-12-12T23:38Z [----] followers, [---] engagements


"$LYB a little interesting $33B EV & gross capacity of 6.3M E 9.3M of PE-PP at replacement of $2.5-$3k/ton yields $40-$45B of EV not counting adv. polym biz acq. for $2b in [--] or US refiner. Trading at 70% of replacement argues for $108 FV. Obv cycle sucks but dvd 7% & covrd"  
[X Link](https://x.com/CousinGraig/status/1867627124103991441)  2024-12-13T17:46Z [----] followers, [---] engagements


"$GPN sizable buy by board member & frmr chairman of heartland. dumped shares all the way up (16-19) post acq. $680k +16% incr. in stake. Some good buys by him the last [--] years but none as big as this. Things must be going well enough w. Genie rebrand. Maybe it finally rerates"  
[X Link](https://x.com/anyuser/status/1868788394178035716)  2024-12-16T22:40Z [----] followers, [----] engagements


"Trading at 9.4x [--] earnings. Growing in-line with card network US volumes but obv trailing peers like $tost and $four. Committing to return 1/4 of its mkt cap to shareholders over [--] yrs. Many options to pick from in payments so insider buys is a nice catalyst for rerating"  
[X Link](https://x.com/anyuser/status/1868790660574449939)  2024-12-16T22:49Z [----] followers, [----] engagements


"@bizalmanac What do you think is the deal here Peak $AMZN and $aapl spend was one time and the market isnt big enough to replace those unique customer opps Grow Margins degrading [---] bps this yr too. 22x peak/0x fwd earnings sells 4-5 figure capital cost product for customers"  
[X Link](https://x.com/CousinGraig/status/1869808970858397997)  2024-12-19T18:16Z [---] followers, [--] engagements


"@compoundpapi @NrthStarCapital @CompounderB 12% fcf yield to start rare category creator. Intl growth is still hsd-ldd and is 35% of mix. Classic clog is $50; 7.4% price cagr over 5yrs pricing power inflation. If they commit to buyback at 12-13x in [--] on high teens fcf/shr it could be $200 20ish% IRR"  
[X Link](https://x.com/anyuser/status/1870258094862938199)  2024-12-21T00:00Z [----] followers, [----] engagements


"$APD vs mantle ridge. Mantle ridge suggesting most of the below to be implemented by former LIN/praxair execs. Recent pull back to $280s looks decent again. APD response to hilals presentation pretty weak. MR should win @JeremyBlackman3 @PythiaR For USGC rescope aspects of the project. Institute higher return hurdle for future backlog (no confidence in ROIC on fut. capital deployed ). Sell certain projects with sunk costs. Prob not much you can do for NEOM. Improve disclosures. Give FCF +ve horizon & set target buyback @JeremyBlackman3 @PythiaR For USGC rescope aspects of the project."  
[X Link](https://x.com/anyuser/status/1873904768416104517)  2024-12-31T01:31Z [----] followers, [----] engagements


"@PythiaR Dont disagree but if youre making a case for gross margins at goog/meta to stay at 60%/80% then there does need to be a step up in rev growth on that spend to maintain roic and margins. Which isnt a layup given how optimized for growth they both already are"  
[X Link](https://x.com/CousinGraig/status/1877169335665414647)  2025-01-09T01:43Z [----] followers, [---] engagements


"@JerryCap Interesting choice to keep $bf.b but cut $deo. Long history of Brown liquor demand ebbs and flows in the US. GenZ doesnt drink it and theres a glut bc of how long it takes to age. $DEO better end mkts + more EM & more flexibility to pivot despite size. He Must like the family"  
[X Link](https://x.com/anyuser/status/1877352212784894447)  2025-01-09T13:50Z [----] followers, [---] engagements


"@JacksonWharf @JerryCap Both have 60% gms. $DEO spends 500bps more on marketing & has wider brand portfolio. $bf-b hasnt had to do that but will likely need to invest more in S&M with risk that they cant take price in oversupplied whiskey mkt so margins prob compress. Not long but $deo interesting"  
[X Link](https://x.com/CousinGraig/status/1877483328086880460)  2025-01-09T22:31Z [----] followers, [---] engagements


"$vale looks good here imo. large discount to peers on historic relationship. M-teens fcf yield at spot io ex-grow capex. If IO goes $80 at least 30-40% of industry is loss making & signals bad state for rest of global eco. 50y lom low cost low multiple on bottom cycle earning"  
[X Link](https://x.com/anyuser/status/1877536047556386887)  2025-01-10T02:00Z [----] followers, [----] engagements


"Brazil political is minimal for them given $usd revs and supply is all exported. Locals buying soft currency bonds for high real yields so main SH base not buying. Biggest risk is China. But theres less new supply coming online than in 15/16 when China scares tanked IO prices"  
[X Link](https://x.com/CousinGraig/status/1877537548286804040)  2025-01-10T02:06Z [----] followers, [---] engagements


"@viggy_krishnan Fair point. chinalcos presence prob muddies ST supply picture but is encouraging for chinas LT demand profile given importance to seaborn mkt. Its still a long way to ship from to china so its not necessarily a strategic 2ndary supply source to AUS http://w.africa http://w.africa"  
[X Link](https://x.com/CousinGraig/status/1877583395313561636)  2025-01-10T05:08Z [---] followers, [--] engagements


"@WaterworldCapi1 @NiceQuarterGuys Locals are the are the natural buyers of the domestic index which drives the stock in ST and overnight BRL rates are 12% so getting msd real return there which is the popular domestic trade. If CB shows sign of dovishness or eco improves local stock mkt + vale will do well"  
[X Link](https://x.com/CousinGraig/status/1879983741608816836)  2025-01-16T20:07Z [----] followers, [---] engagements


"If Google can get Gemini to automatically unsubscribe me from every spam email I get in my Gmail I will pay as much as they want me to $goog"  
[X Link](https://x.com/anyuser/status/1880274740306403775)  2025-01-17T15:23Z [----] followers, [---] engagements


"@BarrySchwartzBW This is somewhat the thesis for $MSFT right now and was for $apd"  
[X Link](https://x.com/CousinGraig/status/1881749723633402266)  2025-01-21T17:04Z [----] followers, [---] engagements


"@JerryCap $cgnx is a decent one. Leader in machine vision not quite duopoly but its them vs keyence. They have real lead in cumulative R&D spend product perf +trusted brand. Lumpy revenue growth but trying to monetize smaller customers better. Growth likely to inflect soon"  
[X Link](https://x.com/CousinGraig/status/1882643906791436514)  2025-01-24T04:17Z [----] followers, [---] engagements


"$crox is the 42nd cheapest co in Russell [----] on fwd earnings 8x and fcf 12%. Those ahead of it are bad businesses: non-bank fins orphan pharma spincos auto oems/T1 suppliers O&G e&ps pharmaciesand lease cos. 58% GM 25% OM. Sneaker peers trade at 14-20x. This looks good"  
[X Link](https://x.com/anyuser/status/1882887918773211543)  2025-01-24T20:27Z [----] followers, 48.4K engagements


"@sloth_cap I would argue all those business characteristics combined with an objectively and relatively low starting multiple and FCF gen that enables meaningful buybacks are actually quite unique. Similar setup to tapestry"  
[X Link](https://x.com/anyuser/status/1882923151925063939)  2025-01-24T22:47Z [----] followers, [---] engagements


"@sloth_cap Market is overly penalizing company for Heydude which feeds the lingering concern of category durability for crocs. LSD rev growth hsd buyback and rerate twds 12x earnings gets you a mid-high teens IRR over 3-4 yrs"  
[X Link](https://x.com/CousinGraig/status/1882925595459494249)  2025-01-24T22:56Z [----] followers, [---] engagements


"@Long_only_guy This is a great callback and agree on tuck-in approach. Heydude brand is so much diff than crox the deal was suspect at the time so its failure is magnified"  
[X Link](https://x.com/CousinGraig/status/1882973487457091711)  2025-01-25T02:07Z [----] followers, [---] engagements


"@valuations_ @sloth_cap Thats been the risk for a while and jury still out but recent guide down gives room for error given where the stock is. I think product is more durable than it gets credit and intl is putting up pretty good numbers. At 12-14x earnings Id agree but at 8x I think it can work"  
[X Link](https://x.com/CousinGraig/status/1882987260347650157)  2025-01-25T03:02Z [----] followers, [---] engagements


"@PythiaR From the people who brought you your favorite titles like leading beauty forward post Covid recovery plan and profit recovery & growth plan now comes Beauty Reimagined"  
[X Link](https://x.com/anyuser/status/1886893457806942655)  2025-02-04T21:43Z [----] followers, [---] engagements


"$mrvi signs licensing agreement with $dhr this is good https://www.businesswire.com/news/home/20250204333920/en/TriLink-BioTechnologies%C2%AE-and-Aldevron-Enter-into-Non-exclusive-License-and-Supply-Agreement-for-CleanCap%C2%AE-mRNA-Capping-Technology https://www.businesswire.com/news/home/20250204333920/en/TriLink-BioTechnologies%C2%AE-and-Aldevron-Enter-into-Non-exclusive-License-and-Supply-Agreement-for-CleanCap%C2%AE-mRNA-Capping-Technology"  
[X Link](https://x.com/anyuser/status/1887146381493617073)  2025-02-05T14:28Z [----] followers, 14.8K engagements


"Why is $tkr green [----] guide Missed lowest estimate all down the p&l"  
[X Link](https://x.com/CousinGraig/status/1887151998094422310)  2025-02-05T14:51Z [----] followers, [---] engagements


"Will the $aapl news actually drive the $cgnx reshoring thesis to pay off"  
[X Link](https://x.com/anyuser/status/1894011087550402924)  2025-02-24T13:06Z [----] followers, [----] engagements


"Can legacy acquirer $GPN rerate on a path similar to $FI did in [----] Story is the least bad its been in a while (ever) stickier rev than it gets credit for 10x FCF clear buyback mandate. Any positive anecdotes from genius rebrand could be received similar to Clover"  
[X Link](https://x.com/CousinGraig/status/1904980468686086649)  2025-03-26T19:35Z [----] followers, [----] engagements


"@PythiaR @MetacriticCap Good video here on rationale for $anss deal. At most 15% semi rev overlap with $snps EDA biz. Full stack chip to product simulation makes sense over LT but prob underwhelms on NT rev synergy https://youtu.be/PcINzL2HFZ0si=jyaSegpikN-u_V7e https://youtu.be/PcINzL2HFZ0si=jyaSegpikN-u_V7e"  
[X Link](https://x.com/CousinGraig/status/1905049987911647693)  2025-03-27T00:11Z [----] followers, [----] engagements


"@PrefShares Had the exact same thought. Should prob be long $apo"  
[X Link](https://x.com/CousinGraig/status/1910155030235164695)  2025-04-10T02:17Z [----] followers, [---] engagements


"Picked up Woodwards Fear. Finished the prologue. Hes been dying to this. Lutnick/navaro are appealing to his worst instincts. Exact opposite of first term"  
[X Link](https://x.com/CousinGraig/status/1911579340699222032)  2025-04-14T00:36Z [----] followers, [---] engagements


"@valuations_ @whhatisachoice @cap_zay Interesting take. I see similarities btwn $dis with marvel mcu and $nke Recycl classics (af1 Jordan lows) to new generation. Maybe expanding wholesale helps but hard to keep growing esp with 20% mktshr. Of course cycle can help fix things too"  
[X Link](https://x.com/CousinGraig/status/1912234605920346177)  2025-04-15T20:00Z [----] followers, [---] engagements


"@HedgeyeComm @sundarpichai Do you expect something close to a $meta [----] analog IDFA = AI mode vs [--] blue links TikTok = ChatGPT capex accel into rev decel. At 8x $90b of search EBIT (45% margin) I have $130-140 FV with YT at $30/shr & GCP at $35/shr. If no SOTP prem. $meta valuation support is $85"  
[X Link](https://x.com/CousinGraig/status/1913234661662216473)  2025-04-18T14:14Z [----] followers, [----] engagements


"Feel like trumps gonna read this look at the Saudis and say we need a national oil company. And demonize private e&ps. https://www.diamondbackenergy.com/news-releases/news-release-details/letter-stockholders-issued-diamondback-energy-inc-7 https://www.diamondbackenergy.com/news-releases/news-release-details/letter-stockholders-issued-diamondback-energy-inc-7"  
[X Link](https://x.com/CousinGraig/status/1919734433378185282)  2025-05-06T12:42Z [----] followers, [---] engagements


"$dks footlocker deal looks even worse now AMAZON WILL SOON BEGIN SOURCING A MUCH WIDER RANGE OF NIKE PRODUCTS DIRECTLY TO EXPAND SELECTION FOR U.S. CUSTOMERS - SPOKESPERSON AMAZON WILL SOON BEGIN SOURCING A MUCH WIDER RANGE OF NIKE PRODUCTS DIRECTLY TO EXPAND SELECTION FOR U.S. CUSTOMERS - SPOKESPERSON"  
[X Link](https://x.com/CousinGraig/status/1925319890589639167)  2025-05-21T22:36Z [----] followers, [---] engagements


"TACO trade hasnt extended to life sciences. $MRK No major disruptions from FDA or agency changes so far; key launches and regulatory reviews remain on track lots of cheap names here especially cros $tmo $iqv. $tech interesting $rgen too sm cap biopr. pure play but expensive"  
[X Link](https://x.com/CousinGraig/status/1928210555199729834)  2025-05-29T22:03Z [----] followers, [----] engagements


"@rev_cap You are acting as if Powell is actively cutting now and youre ignoring a real issue of interest burden on the budget. I mean They areNT in a good spot. But i wouldnt say Powell is carrying water for Trump like burns"  
[X Link](https://x.com/CousinGraig/status/1928246840735965446)  2025-05-30T00:27Z [----] followers, [---] engagements


"@rev_cap The majority of this is not financed. Its equity capital. AI spend is a major reason why the transmission mechanism doesnt work"  
[X Link](https://x.com/CousinGraig/status/1928248950982598684)  2025-05-30T00:35Z [----] followers, [--] engagements


"With BIS telling $nvda $snps & $cdns China is off limits and leading semi voices saying no restrict semicap Why arent $amat and $lrcx selling off more 1/3 of revenue to China"  
[X Link](https://x.com/CousinGraig/status/1928493963725476086)  2025-05-30T16:49Z [----] followers, [----] engagements


"@futureman1977 @salins99 $AMAT cited $400m loss of China rev from prev restrictions vs Avg annual rev in China for them at $7B. Restrictions were just tightened for EDA implying that US EDA cos is now completely shut out of China. Similar order for semicap would be devastating"  
[X Link](https://x.com/CousinGraig/status/1928559368301072817)  2025-05-30T21:09Z [----] followers, [--] engagements


"@viggy_krishnan $meta has a strong right to win and if $goog search ROAS sees structural impairment theres only so many places to reallocate them"  
[X Link](https://x.com/CousinGraig/status/1932594116380045802)  2025-06-11T00:21Z [----] followers, [---] engagements


"@viggy_krishnan @lokoyacap My comment is less about the soundness of the acquisition and more about market apathy towards it. Maybe he has view on signif of data quality but metas position with brand awareness and Zuck track record is why mkt shrugging it off imo"  
[X Link](https://x.com/CousinGraig/status/1932597692208984066)  2025-06-11T00:36Z [----] followers, [---] engagements


"I think it should work from here absent recession but its more US stabilizes re-rate to 18-20x & interim buyback down is impactful. For it to not work you need to think something seriously broken (& I dont) I dont think mkt will price it as value 14x"  
[X Link](https://x.com/CousinGraig/status/1938780982691106967)  2025-06-28T02:06Z [----] followers, [---] engagements


"I dont think its a home run but can see a path to 20% return over [--] months. Dont like fashion moats but $lulu down here makes sense. $crox back at sub-8x is the another reasonable one"  
[X Link](https://x.com/CousinGraig/status/1938781674399244702)  2025-06-28T02:09Z [----] followers, [---] engagements


"Did some work in med device space. Surprisingly lots of carnage there but some companies have done well. $BSX a beast. Surprised $Syk has done so well. Roic down basically buying growth. Trades at 30x with huge rev base. Targets msd roic on acq by yr [--]. Doesnt seem that great"  
[X Link](https://x.com/CousinGraig/status/1942266438552600733)  2025-07-07T16:56Z [----] followers, [----] engagements


"@BillDri96053499 Lot of Continuity for $Syk. [--] CEOs since [----] pretty insane. $zbh been a mess & hard to fix (see $mdt tho theyre starting to turn the ship kind of) ROSA interesting product & stock is cheap. But sales reorg isnt great. Dont see inflection near term but limited downside"  
[X Link](https://x.com/CousinGraig/status/1942274272547774748)  2025-07-07T17:27Z [----] followers, [---] engagements


"@BillDri96053499 yea "scale drive" M&A has been a disaster for everyone: MDT+Covidien Zimmer+Biomet and now Baxter+Hillrom"  
[X Link](https://x.com/CousinGraig/status/1942276669533819154)  2025-07-07T17:36Z [----] followers, [--] engagements


"@theswissfrank @BillDri96053499 i don think $SYK discloses the Mako install base but gabelli claims its [----] and SYK cites mkt shr of 45% of knees and 20% of hips. Est. they do 320k procedures/yr could very well be a $1.5-$2B rev biz. But even at a growth mult 12x p/s $18B-$24B rest of biz kinda pricey"  
[X Link](https://x.com/CousinGraig/status/1942310031011258369)  2025-07-07T19:49Z [----] followers, [--] engagements


"Makes a lot more sense that China just stopped buying H20s bc they have a workaround to get H200s so why would they stop Also ofc Jensen is helping find ways to get them H200s why else would he spend as much time making trips to China. Surprised its rarely framed this way NVIDIAS PLAN TO RESTART CHINA CHIP SALES HITS PRODUCTION ROADBLOCK #breaking Nvidias attempt to resume shipments of its H20 AI chips to China has hit a snag as production remains stalled and supply remains limited. Despite earlier announcements to restart sales the company NVIDIAS PLAN TO RESTART CHINA CHIP SALES HITS"  
[X Link](https://x.com/CousinGraig/status/1946603346455871770)  2025-07-19T16:09Z [----] followers, [---] engagements


"$cmg wheres the floor here $sbux showed theres a limit to store productivity. -4% suggests cmg prob there at $3.1m auv. Its at 40x earnings. Footprint is 1/2 what mgmt says is full opp. Say they get 90% there peak eps is $3.6 at 27% RLM less g&a. 20x that is $72"  
[X Link](https://x.com/CousinGraig/status/1948210440904822834)  2025-07-24T02:35Z [----] followers, [----] engagements


"U.S.-China relations smoothing for now but TW CNY SGD = 50% of $nvda rev. if its actually mostly China at some point do China hawks say wtf. Strong case that theyre arming US greatest threat. Seems to be very glossed over detail. And ofc Jensen helping china skirt sanctions NVIDIA B200 AI CHIPS SHIPPED TO CHINA DESPITE CONTROLS: FT NVIDIA B200 AI CHIPS SHIPPED TO CHINA DESPITE CONTROLS: FT"  
[X Link](https://x.com/CousinGraig/status/1948370460745318490)  2025-07-24T13:11Z [----] followers, [---] engagements


"@fmcbill gtcr wont shortchange themselves but they made a killing on the ipo and made multiples of initial equity investment. The more I think about it theres little incentive to kitchen sink bc its all about getting stock up to improve starting pt for negotiation of sale"  
[X Link](https://x.com/CousinGraig/status/1948398587978657840)  2025-07-24T15:03Z [----] followers, [--] engagements


"@viggy_krishnan @BluthCapital Obv its [----] problem w lots of caveats but what degree should inv worry at all that OAI looks to move part of this spend when exclusivity expires Capitalizing that growth at 32x at 300b rev base suggests no one cares. But if relationship frays Altman at least tries to do so"  
[X Link](https://x.com/CousinGraig/status/1951085917537481016)  2025-08-01T01:01Z [----] followers, [---] engagements


"@shmilylt I think high given size of check. Normally can pay up for small asset that benefits from being plugged into larger distrib platform. $wat paying up bc they think bdx g2m sucked & prob was competitive. Pretty big operational risk for wat imo"  
[X Link](https://x.com/CousinGraig/status/1951656789277327747)  2025-08-02T14:50Z [----] followers, [---] engagements


"@TheLAPurchaser No.lot of hubris from Batra and $wat suggesting that bdx had no idea what they were doing"  
[X Link](https://x.com/CousinGraig/status/1952364121552253132)  2025-08-04T13:40Z [----] followers, [---] engagements


"@ecommerceshares This is not exclusive to $nvo either. But their realized price after rebates to the govt is prob closer $400 and $600-700 in commercial markets. Point stands its a risk for NVO but its just as much of a risk to $lly"  
[X Link](https://x.com/CousinGraig/status/1952722043624903028)  2025-08-05T13:23Z [----] followers, [----] engagements


"@shmilylt Sentiments not good. Mrvi says NIH exposure is less than 5% of revs (tho ydays news was BARDA) so it doesnt kill them. They also cite 30% mkt share of [----] mRNA trials. So [--] cancellations shouldnt kill them either. It has more to do with future uncert of inv in mRNA"  
[X Link](https://x.com/CousinGraig/status/1953218670668185693)  2025-08-06T22:16Z [----] followers, [--] engagements


"Am I insane to think $gpn could be doing mid-high $20s of fcf per shr in [--] The retention is def better than it gets credit for genius could actually take top line growth from 5-6% to 6-7% theyre saying they dont need any additional reps in intl mkts. WPAY is growing now Can legacy acquirer $GPN rerate on a path similar to $FI did in [----] Story is the least bad its been in a while (ever) stickier rev than it gets credit for 10x FCF clear buyback mandate. Any positive anecdotes from genius rebrand could be received similar to Clover Can legacy acquirer $GPN rerate on a path similar to $FI did"  
[X Link](https://x.com/CousinGraig/status/1953578378306761107)  2025-08-07T22:05Z [----] followers, 10.7K engagements


"Theyre issuing 43m of new shares for wpay but could be buying back 40m+ shrs/yr after it close even if shr price increases 15% per year. The story has been so messy for years. Is it finally clean once you can look at 27"  
[X Link](https://x.com/CousinGraig/status/1953579181633073313)  2025-08-07T22:09Z [----] followers, [----] engagements


"Not saying anything that hasnt been said but whats the plan Politicized fed w/ rates at 0% + 15-20% tariffs + widening deficit. kill the dollar and jack inflation even more I guess theyre just gonna fix the data. how does this manifest in 2+yrs YCC Capital controlsinsane"  
[X Link](https://x.com/CousinGraig/status/1955617852360454267)  2025-08-13T13:10Z [----] followers, [----] engagements


"Right as core infl reinfecting up. Fast fwd 12-18 months what will actually be the attempted saving face talking point"  
[X Link](https://x.com/CousinGraig/status/1955618953788612730)  2025-08-13T13:14Z [----] followers, [---] engagements


"Why life sci getting hit today and large cap pharma catching strong bid"  
[X Link](https://x.com/CousinGraig/status/1958580641160630481)  2025-08-21T17:23Z [----] followers, [----] engagements


"@GavinSBaker seeing it with $ttd. any thoughts on the long tail of AWS users viewing it as a need to "temper" growth expectations vs. being existential"  
[X Link](https://x.com/CousinGraig/status/1958919274724053388)  2025-08-22T15:48Z [----] followers, [---] engagements


"$gpn Nice Friday afternoon Form-4. COO selling 8% of his shares at $85 would be nice to see ANYONE from this company buy their own stock. Am I insane to think $gpn could be doing mid-high $20s of fcf per shr in [--] The retention is def better than it gets credit for genius could actually take top line growth from 5-6% to 6-7% theyre saying they dont need any additional reps in intl mkts. WPAY is growing now Am I insane to think $gpn could be doing mid-high $20s of fcf per shr in [--] The retention is def better than it gets credit for genius could actually take top line growth from 5-6% to 6-7%"  
[X Link](https://x.com/CousinGraig/status/1958991463687364883)  2025-08-22T20:35Z [----] followers, [----] engagements


"@WaterworldCapi1 $Lyb and $oln if you have any stones"  
[X Link](https://x.com/CousinGraig/status/1959718214621122891)  2025-08-24T20:43Z [----] followers, [---] engagements


"Shareholder lawsuit against the govt for wasting everybodys time $goog"  
[X Link](https://x.com/CousinGraig/status/1962977929228648717)  2025-09-02T20:36Z [----] followers, [----] engagements


"$mrvl generalist asking. AWS set to accel in 2h25/26 on anthropic. Yes Trainium is a bake-off with price a factor & AIChip is there with them. But at low 20s p/e theres no AI premium here. any positive news moves it"  
[X Link](https://x.com/CousinGraig/status/1964416690680177003)  2025-09-06T19:53Z [----] followers, [----] engagements


"Are these $orcl numbers for real"  
[X Link](https://x.com/CousinGraig/status/1965516354632700017)  2025-09-09T20:43Z [----] followers, [----] engagements


"$snps CEO ends GS pres. saying IP back to M-teens in '27 keeps saying "muted/derisk growth" in '26. wont clarify what "muted" or "derisked" is but willing to call midteens in '27 China won't zero intel cut by 1/4 and subsystems issue is miscom. 4q25 IP -20% & $1.6B in '26"  
[X Link](https://x.com/CousinGraig/status/1965891328207892691)  2025-09-10T21:33Z [----] followers, [----] engagements


"@PythiaR The comps are certainly getting easier but wonder if glp1 & genZ permanently impaired multiple. Prob sell Quaker to PE and say see were getting more focused and theres a pop along the way"  
[X Link](https://x.com/CousinGraig/status/1966591668380967392)  2025-09-12T19:56Z [----] followers, [---] engagements


"@blondesnmoney . $elv"  
[X Link](https://x.com/CousinGraig/status/1966597350891155488)  2025-09-12T20:18Z [----] followers, [---] engagements


"How is this not very bullish for life sci $tmo and $DHR and $rgen Donald Trump announced the U.S. will impose a 100% tariff on branded or patented pharmaceuticals starting October [--] [----] unless the company is actively building a manufacturing plant in America.He said firms with U.S. plants breaking ground or under construction will be Donald Trump announced the U.S. will impose a 100% tariff on branded or patented pharmaceuticals starting October [--] [----] unless the company is actively building a manufacturing plant in America.He said firms with U.S. plants breaking ground or under construction"  
[X Link](https://x.com/CousinGraig/status/1971364789176893837)  2025-09-26T00:02Z [----] followers, [----] engagements


"@aaiwani I did"  
[X Link](https://x.com/CousinGraig/status/1971365336416219551)  2025-09-26T00:04Z [----] followers, [---] engagements


"Youd never kno that $four has a successful growth record based on acquiring legacy tech deleting legacy sw consolidating to one stack & upselling to merchants with no/little tech in a world where AI is supposed to fast track all of this"  
[X Link](https://x.com/CousinGraig/status/1974238459125510241)  2025-10-03T22:21Z [----] followers, [---] engagements


"@bizalmanac @insiderfed Its cheap & a v. Good biz i just started buying but: Restaurant data v. Weak $eat $cmg $cava CFO gone 3rd in [--] yrs Isaacman was key man back but not ceo $GB is not typical acq. Will be harder to rip/replace/upsell/xsell & lux weak OAI pymnt move adds to competion concerns"  
[X Link](https://x.com/CousinGraig/status/1974510062204026949)  2025-10-04T16:20Z [----] followers, [---] engagements


"@bizalmanac @insiderfed I think recent weakness is really just restaurant/consuemr concerns and then it magnifies all the other things you might care about. GB will be interesting. I think I like it brings new vertical new geo but atypical biz model for $four"  
[X Link](https://x.com/CousinGraig/status/1974510485874909428)  2025-10-04T16:22Z [----] followers, [---] engagements


"Lot of attention on $snps IP missteps & valid concerns abt integrating co as large as Ansys but how is Ansys not much more valuable today given its trove of multiphysic validated datasets across multi domains trusted by users and reg bodies given what ai shld do for simulation"  
[X Link](https://x.com/CousinGraig/status/1974523340628111508)  2025-10-04T17:13Z [----] followers, [----] engagements


"@k3ithmccullough Much. Stickier than they get credit for and now priced like coal or E&Ps companies but with pretty massive buyback yields. If AI can deliver it should enhance their businesses and increase terminal value and multiples. Growth indexed to nominal gdp (inflation a +ve tailwind)"  
[X Link](https://x.com/CousinGraig/status/1974624919318405142)  2025-10-04T23:57Z [----] followers, [--] engagements


"@k3ithmccullough Id be more suspect of the digital wallet companies $pypl and $xyz given Apple Pay $hood $coin will encroach and interest in deposits is a big part of the earnings pool"  
[X Link](https://x.com/CousinGraig/status/1974625442016677950)  2025-10-04T23:59Z [----] followers, [---] engagements


"@k3ithmccullough Clover expectations got way ahead of themselves. The bank biz has good qualities but v. flawed (NPS is 0) 7yr contracts & its golden handcuff. Theyre trying to fix this i think $fi cheap and should prob work here but it has its warts"  
[X Link](https://x.com/CousinGraig/status/1974627749273940228)  2025-10-05T00:08Z [----] followers, [--] engagements


"@k3ithmccullough Yeah Im not saying it should trade at the mkt but using that as way to frame sentiment. I think 15-16x is fair. Tho [--] months ago the mkt hadnt at 20x and tabbed it as an investable tradfi alternative to the networks (which was wrong)"  
[X Link](https://x.com/CousinGraig/status/1974649965369757910)  2025-10-05T01:36Z [----] followers, [--] engagements


"Is the mkt saying that Dan Schulman marks the end of $vz valuevolume strategy so its even more price competition for everyone now"  
[X Link](https://x.com/CousinGraig/status/1975258540400103478)  2025-10-06T17:55Z [----] followers, [---] engagements


"@PythiaR @BATMongoose I agree and it will stay cheap for a reason. Thats why closer to $CL than $PG. $CL non-per food hasnt grown organically in a decade"  
[X Link](https://x.com/CousinGraig/status/1693977273978765616)  2023-08-22T13:23Z [----] followers, [--] engagements


"@BillBrewsterTBB That seems very bullish for $ALSN"  
[X Link](https://x.com/CousinGraig/status/1746617334310093264)  2024-01-14T19:36Z [----] followers, [---] engagements


"@JeremyBlackman3 @PythiaR For USGC rescope aspects of the project. Institute higher return hurdle for future backlog (no confidence in ROIC on fut. capital deployed ). Sell certain projects with sunk costs. Prob not much you can do for NEOM. Improve disclosures. Give FCF +ve horizon & set target buyback"  
[X Link](https://x.com/anyuser/status/1754735122513875100)  2024-02-06T05:13Z [----] followers, [----] engagements


"@JeremyBlackman3 @PythiaR You have a ton of projects and its a matter of allocating capital. ROIC is down [---] bps in [--] years vs +1000 for $LIN. If these projects are as good as APD says then they can sell down interests in them to free up capital and buy back a stock thats 10x on 28"  
[X Link](https://x.com/CousinGraig/status/1754737316541636969)  2024-02-06T05:22Z [----] followers, [---] engagements


"Is $CPRI severely mispricing a trump victory Or is the belief that $TPR is going to try to walk Even if they recut the deal risk/reward is skewed positive"  
[X Link](https://x.com/CousinGraig/status/1801665962397110686)  2024-06-14T17:20Z [----] followers, [---] engagements


"Interesting comment from $LKQ. Expecting auto insurance inflation to abate to their benefit. Interesting biz thats been Covid loser 9x [--] P/E some Auton driving risk but seems priced in. Auto claims and miles driven have to bottom at some point"  
[X Link](https://x.com/CousinGraig/status/1816637865377305064)  2024-07-26T00:53Z [----] followers, [---] engagements


"@partners_road $HON is the only conglomerate getting bigger but owns a lot of good businesses and the stock has done nothing for [--] years. $RTX really $UTX has been in restructuring for like [--] years now"  
[X Link](https://x.com/anyuser/status/1842922279770235073)  2024-10-06T13:38Z [----] followers, [---] engagements


"$EL is so comically bad. $15B+ rev company 70%+ gross margins. $10B+ gross profit budget and they [--]. Are break even on EBIT & [--]. Rev is falling 8%. How is that even possible New ceo was the company president. How is he the guy to fix it. Have to think Arnault is calling"  
[X Link](https://x.com/anyuser/status/1851993400427368473)  2024-10-31T14:23Z [----] followers, 47.9K engagements


"Great throw away comment from Allen on US inability to build ships anymore due to degradation of institutional knowledge. $HII saying exactly that this morning. 10-3-2024 ($) An Interview with Gregory Allen About Transforming U.S. Defense https://t.co/KXfKkQvqQh 10-3-2024 ($) An Interview with Gregory Allen About Transforming U.S. Defense https://t.co/KXfKkQvqQh"  
[X Link](https://x.com/anyuser/status/1851999605677855202)  2024-10-31T14:48Z [----] followers, [----] engagements


"@WaterworldCapi1 Agree with this. How real do we think headline risks like this impact other industries where its less person to person vendetta. Thinking RfK for HC/life sciences or Elon/palmer lucky on companies like $hii $lmt"  
[X Link](https://x.com/CousinGraig/status/1855722119956693053)  2024-11-10T21:20Z [----] followers, [---] engagements


"@rev_cap @WaterworldCapi1 $lkq"  
[X Link](https://x.com/CousinGraig/status/1870240493218468133)  2024-12-20T22:50Z [----] followers, [---] engagements


"@rev_cap @WaterworldCapi1 Adas already impaired $lkq AV will make it much worse"  
[X Link](https://x.com/CousinGraig/status/1870240970979123678)  2024-12-20T22:52Z [----] followers, [--] engagements


"$keys seems to be a decent beneficiary of $snpss deal for $anss. Picking off required divestitures and increasing software biz mix"  
[X Link](https://x.com/anyuser/status/1876674384334905540)  2025-01-07T16:56Z [----] followers, [----] engagements


"@sloth_cap Bc hey dude will stabilize mkt will get comfortable with core category stability snd the company is a natural incremental buyer of the stock. At $tpr large buyback announce cause rerate. Its historically traded at 12x and lsd growth high20s OM businesses are worth 12x min"  
[X Link](https://x.com/CousinGraig/status/1882927524801552473)  2025-01-24T23:04Z [----] followers, [---] engagements


"@sloth_cap Keep in mind worse brands have gone through more dramatic rerates in last 12mo with $vfc and $www"  
[X Link](https://x.com/CousinGraig/status/1882927868893880470)  2025-01-24T23:06Z [----] followers, [---] engagements


"@sloth_cap If you follow either $vfc is most definitely not growing they are trying to just get to a double digit OM. $www had to fire sale sperry and it is struggling to stop the bleeding. crox is growing 10-12% outside the US and ex-US is almost a 1/3 of the biz now"  
[X Link](https://x.com/CousinGraig/status/1882930012875268594)  2025-01-24T23:14Z [----] followers, [---] engagements


"@sloth_cap Both $vfc and $www have actually have done quite well tho since they traded down to mid single digit ev/ebitda. And both were in much worse situations. Valuation got low enough that they just needed a few things to go right for them"  
[X Link](https://x.com/CousinGraig/status/1882930747021124089)  2025-01-24T23:17Z [----] followers, [---] engagements


"$snps at 31x fwd eps looks decent here even if top line growth is 10%. More biz risks than normal tho. Intel spend less certain China mkt a real wild card after being tailwind $anss is good deal but unclear if it closes bc CNY. But Is real risk customers internalize dev tools"  
[X Link](https://x.com/anyuser/status/1892973986566341121)  2025-02-21T16:25Z [----] followers, [----] engagements


"Chip development time shortening bc of ai devtools. tools shoud be enabler of this and internally developed devtools has alway been a feature EDA industry features. $Snps was viewed as the answer to structural talent shortage now its less of a bull case http://snps.ai http://snps.ai"  
[X Link](https://x.com/CousinGraig/status/1892974715901280652)  2025-02-21T16:28Z [----] followers, [---] engagements


"Genuinely dont understand Buffett not owning Amazon given his style and his unique size issue"  
[X Link](https://x.com/anyuser/status/1893794849259749679)  2025-02-23T22:47Z [----] followers, [----] engagements


"I imagine this is what thinking a friend who struggles with alcoholism is doing well bc they dont drink looks like only to find out its bc they now take heroin. wtf. $gpn PE liquidity for worldpay Jfc Can legacy acquirer $GPN rerate on a path similar to $FI did in [----] Story is the least bad its been in a while (ever) stickier rev than it gets credit for 10x FCF clear buyback mandate. Any positive anecdotes from genius rebrand could be received similar to Clover Can legacy acquirer $GPN rerate on a path similar to $FI did in [----] Story is the least bad its been in a while (ever) stickier rev"  
[X Link](https://x.com/CousinGraig/status/1912896047707214235)  2025-04-17T15:48Z [----] followers, [----] engagements


"Flanders [--] facility$2.4k per sqft. Assume $2k per sqft for whole thing. Thats $460M replacement cost. BST segment does $50m of ebitda was growing dds precovid. $wat buying bdx assets at 18x shows what strategic will pay. So call BST worth $1B trilink worth $450-$500m"  
[X Link](https://x.com/CousinGraig/status/1948386962806600050)  2025-07-24T14:17Z [----] followers, [---] engagements


"youre at $5.50/shr. We kno strategics want the asset and last rumored bids were in the $8-9/shr range. TMO has no domestic mRNA manufacturing capacity. Agilent is v much in play. Mrvi has partnership with Lonza and DHR"  
[X Link](https://x.com/CousinGraig/status/1948387024605491425)  2025-07-24T14:17Z [----] followers, [---] engagements


"$rto a good example of whats happening in ad market btwn $goog and $meta. Reallocating search dollars into meta/youtube. Saying theyre more efficient on paid clicks but spending less on paid search. Result is msd y/y growth in leads for one month. So the $meta growth is real"  
[X Link](https://x.com/CousinGraig/status/1950954804810838222)  2025-07-31T16:20Z [----] followers, [----] engagements


"and meta likely to keep winning. $rto also talking use of AI models to predict/address potential churn. Will be interesting to seeIf laggard cos can actually generate real ROI on AI. $rto is work in progress but AI could be bull case for 2nd place industry players. $gpn"  
[X Link](https://x.com/CousinGraig/status/1950955004941984003)  2025-07-31T16:21Z [----] followers, [---] engagements

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