# ![@Process_Cap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1403448394505506831.png) @Process_Cap Process Capital

Process Capital posts on X about $prm, $par, dividend, in the the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1403448394505506831/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1403448394505506831/c:line/m:interactions.svg)

- [--] Week [--] -83%
- [--] Month [-----] +122%
- [--] Months [------] +54%
- [--] Year [------] +280%

### Mentions: [--] [#](/creator/twitter::1403448394505506831/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1403448394505506831/c:line/m:posts_active.svg)

- [--] Week [--] +100%
- [--] Month [--] -35%
- [--] Months [--] +68%
- [--] Year [---] +132%

### Followers: [---] [#](/creator/twitter::1403448394505506831/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1403448394505506831/c:line/m:followers.svg)

- [--] Week [---] +0.51%
- [--] Month [---] +1%
- [--] Months [---] +37%
- [--] Year [---] +73%

### CreatorRank: [---------] [#](/creator/twitter::1403448394505506831/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1403448394505506831/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  28% [stocks](/list/stocks)  22% [cryptocurrencies](/list/cryptocurrencies)  8% [technology brands](/list/technology-brands)  2% [social networks](/list/social-networks)  1% [financial services](/list/financial-services)  1% [countries](/list/countries)  1%

**Social topic influence**
[$prm](/topic/$prm) 21%, [$par](/topic/$par) 11%, [dividend](/topic/dividend) 6%, [in the](/topic/in-the) 5%, [at least](/topic/at-least) 5%, [the first](/topic/the-first) 5%, [$tdg](/topic/$tdg) 5%, [$prpl](/topic/$prpl) 5%, [future](/topic/future) 4%, [$lfcr](/topic/$lfcr) 4%

**Top accounts mentioned or mentioned by**
[@billbrewstertbb](/creator/undefined) [@lesserson](/creator/undefined) [@mrneutralman](/creator/undefined) [@seawolfcap](/creator/undefined) [@sharkbiotech](/creator/undefined) [@farnamjake1](/creator/undefined) [@aureliusltd28](/creator/undefined) [@stephen1426397](/creator/undefined) [@longonlyguy](/creator/undefined) [@oneethi60335406](/creator/undefined) [@mariocibelli](/creator/undefined) [@50xpodcast](/creator/undefined) [@alderlaneeggs](/creator/undefined) [@chaka23121](/creator/undefined) [@lancefinlinson](/creator/undefined) [@colarion](/creator/undefined) [@edborgato](/creator/undefined) [@jumpygarbage](/creator/undefined) [@oddhootcapital](/creator/undefined) [@austinpowerscap](/creator/undefined)

**Top assets mentioned**
[Perimeter Solutions, SA (PRM)](/topic/$prm) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Somnigroup International Inc. (SGI)](/topic/$sgi) [Hive (HIVE)](/topic/$hive) [Compass Minerals International, Inc. (CMP)](/topic/$cmp) [Permian Resources Corporation Class A Common Stock (PR)](/topic/$pr) [Olo Inc. (OLO)](/topic/$olo) [Starbucks Corporation (SBUX)](/topic/$sbux) [Alexander's Inc. (ALX)](/topic/$alx) [TripAdvisor, Inc. (TRIP)](/topic/$trip) [Eastern Bankshares, Inc. Common Stock (EBC)](/topic/$ebc) [Whirlpool Corporation (WHR)](/topic/$whr) [United Parcel Service, Inc. (UPS)](/topic/$ups) [Teradyne, Inc. (TER)](/topic/$ter) [Hive Digital Technologies Ltd (HIVE)](/topic/hive) [Block, Inc. (SQ)](/topic/$sq) [WOOF (WOOF)](/topic/$woof) [Sirius XM Holdings Inc (SIRI)](/topic/$siri) [Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK)](/topic/$lsxmk) [Charter Communications Inc (CHTR)](/topic/$chtr) [Liberty Broadband Corporation Class C (LBRDK)](/topic/$lbrdk) [Recursion Pharmaceuticals, Inc. (RXRX)](/topic/$rxrx) [Tempus AI, Inc. (TEM)](/topic/$tem) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Adaptive Biotechnologies Corporation Common Stock (ADPT)](/topic/$adpt) [Academy Sports & Outdoors, Inc. (ASO)](/topic/$aso) [Portillo’s Inc. (PTLO)](/topic/$ptlo) [American Eagle Outfitters (AEO)](/topic/$aeo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@EdBorgato For $HIVE at least that is in the high $49k range If miners were to leave the market though the mining difficulty would drop - which would make the price to mine lower for the remaining miners - as far as I understand"  
[X Link](https://x.com/Process_Cap/status/2019485058713694405)  2026-02-05T18:55Z [---] followers, [---] engagements


"@JumpyGarbage @Aureliusltd28 Theyve run some sizable tenders for $AGRO shares in the past I wonder if theyll ever come and try to take out the whole company. I played the tender last year then more recently have bought a small position for the divy & potential future tender upside"  
[X Link](https://x.com/Process_Cap/status/2018362808597958720)  2026-02-02T16:36Z [---] followers, [---] engagements


"500 April 55/75 call spreads bought for $1.50 today in $PAR $75k spent on April upside. A great structure to position for $PAR to win one or [--] of the tier [--] customer RFPs"  
[X Link](https://x.com/anyuser/status/1983228511209795903)  2025-10-28T17:44Z [---] followers, [---] engagements


"$LFCR anyone got any opinions on this earnings delay They never confirmed an earnings date but last year they reported in early Jan so confused why it keeps getting pushed out Give prior M&A speculation maybe theyre in talks"  
[X Link](https://x.com/Process_Cap/status/2019418640588902659)  2026-02-05T14:31Z [---] followers, [---] engagements


"Rings ad for neighborhood wide opt-in surveillance Well just use it to find lost dogs A well-selected Trojan horse https://ring.com/search-partysrsltid=AfmBOoq81czK-hXCKQ0S3Pw57uq3cewLWVrm2tAebMXWwCed7oEe4T8R https://ring.com/search-partysrsltid=AfmBOoq81czK-hXCKQ0S3Pw57uq3cewLWVrm2tAebMXWwCed7oEe4T8R"  
[X Link](https://x.com/Process_Cap/status/2020683444674584825)  2026-02-09T02:17Z [---] followers, [--] engagements


"@BillBrewsterTBB @Stephen1426397 The move in transports today being attributed to AI is dumb"  
[X Link](https://x.com/Process_Cap/status/2022029988758007849)  2026-02-12T19:28Z [---] followers, [--] engagements


"@Seawolfcap @Aureliusltd28 I think GENIUS act passing congress also makes it more sensible for COIN to issue their own stable coin. I think part of the partnership was letting CRCL take the regulatory risk. Theres already new discussed entrants (JPM AMZN WMT) since GENIUS passed"  
[X Link](https://x.com/Process_Cap/status/1937550377794039949)  2025-06-24T16:36Z [---] followers, [--] engagements


"@Oddhootcapital Pretty sure the reason for the pullback is in the $OLO merger background. Shareholders concerned about management making a large bet the company type acquisition if another opportunity comes about again. Also probably some fear of another topping offer for $OLO"  
[X Link](https://x.com/Process_Cap/status/1952430428222075118)  2025-08-04T18:04Z [---] followers, [---] engagements


"Would be very interested in talking to whoever spent $90k on $PRM [----] calls into earnings. The sites I use to check in on US acreage burn dont show a huge lot destructive season so far. Nothing to push to an ATH imo Maybe they have deeper insights into the PCB rollout"  
[X Link](https://x.com/Process_Cap/status/1952829107021979971)  2025-08-05T20:28Z [---] followers, [---] engagements


"Well these worked. Just closed at $0.60 ($720k) Thats the reason for the pressure on $PRM shares the last [--] minutes. The trade created almost 1M shares to sell vs 400k on the tape today Would be very interested in talking to whoever spent $90k on $PRM [----] calls into earnings. The sites I use to check in on US acreage burn dont show a huge lot destructive season so far. Nothing to push to an ATH imo Maybe they have deeper insights into the PCB rollout Would be very interested in talking to whoever spent $90k on $PRM [----] calls into earnings. The sites I use to check in on US acreage burn"  
[X Link](https://x.com/Process_Cap/status/1955300663140696229)  2025-08-12T16:09Z [---] followers, [---] engagements


"@austinpowerscap We shall see. I dont think the brand damage is quite as severe as you seem to. Were in an era where many pandemic era decisions are being rolled back and $SBUX benefits from that. Return to office better app integration and more enjoyable in-store experience are tailwinds"  
[X Link](https://x.com/Process_Cap/status/1966098104236782029)  2025-09-11T11:14Z [---] followers, [--] engagements


"@Mr_Neutral_Man Even 7.3% dividend yield doesnt feel so bad if Mamdani really is the biggest fear right now. MB going to be throwing his toys. Should be pretty straight forward for $ALX https://www.nytimes.com/2025/09/11/nyregion/mamdani-bloomberg-mayor.html https://www.nytimes.com/2025/09/11/nyregion/mamdani-bloomberg-mayor.html"  
[X Link](https://x.com/Process_Cap/status/1966532466816040993)  2025-09-12T16:00Z [---] followers, [---] engagements


"@NestBetter I picked up a small position around the pitch. Havent seen much coverage since aside from a few letters. Pharma tariffs have been [--] weeks away since April so little less urgency on this side of things This AM WSJ out with a piece on drugmakers investing $350B into US mfg"  
[X Link](https://x.com/Process_Cap/status/1968307128277635266)  2025-09-17T13:32Z [---] followers, [--] engagements


"@Post_Market Been reading a book about the history of AfterPay (the BNPL offering just purchased by $SQ) They often faced similar questions on the credit worthiness of their clientele. Still too early to say but they viewed their service as an on-ramp to financial services"  
[X Link](https://x.com/Process_Cap/status/1450943480075886603)  2021-10-20T21:54Z [---] followers, [--] engagements


"@woodmontroad @CCM_Brett Used to be. $SWMA was the parent company but it got taken out"  
[X Link](https://x.com/Process_Cap/status/1746939784264589636)  2024-01-15T16:57Z [---] followers, [--] engagements


"@smkahn1 The warrants you highlighted are the $GHBWF ones right"  
[X Link](https://x.com/Process_Cap/status/1747445388427022453)  2024-01-17T02:27Z [---] followers, [---] engagements


"Stories like this are why $PRM is my largest position and will remain a core holding Wildfires may be seasonal and described by a power law (acres burnt for the entire season is made or broken by a few very large fires) but they are a growing problem https://www.wired.com/story/december-wildfires-are-now-a-thing/ https://www.wired.com/story/december-wildfires-are-now-a-thing/"  
[X Link](https://x.com/Process_Cap/status/1874474106458189834)  2025-01-01T15:13Z [---] followers, [---] engagements


"@Slayer748055 Could be technical as the stock broke below the 100d moving average (currently $12.58) for the first time since early last year. Thats a common indicator of momentum breaking that people use. Open to other hypotheses on $PRM weakness though"  
[X Link](https://x.com/Process_Cap/status/1876302663236940256)  2025-01-06T16:19Z [---] followers, [---] engagements


"$PRM stock was oversold down below the 100dma & 50dma so todays move on the Cali wildfires makes technical sense. But with planes grounded this event would seem to have a muted impact on the sales & fundamentals of the company https://www.latimes.com/california/story/2025-01-07/pacific-palisades-fire-winds-overnight https://www.latimes.com/california/story/2025-01-07/pacific-palisades-fire-winds-overnight"  
[X Link](https://x.com/Process_Cap/status/1877069731644993585)  2025-01-08T19:07Z [---] followers, [---] engagements


"This is why PhosChek will be less effective until the winds die down. 28k acres in LA and still largely uncontained. Hopefully the winds die down today so $PRM can be part of the solution and limit the damage"  
[X Link](https://x.com/Process_Cap/status/1877337050279542994)  2025-01-09T12:50Z [---] followers, [----] engagements


"@nim_chef @valuedrift $CMP no longer a $PRM competitor Back in March the forest service dropped them because their chemical was causing corrosion on the planes and possible safety issues https://investors.compassminerals.com/investors-relations/investor-news/press-release-details/2024/Compass-Minerals-Announces-the-Company-Will-Not-Secure-a-USFS-Contract-to-Supply-Magnesium-Chloride-Based-Aerial-Fire-Retardants-for-the-2024-Fire-Season/default.aspx"  
[X Link](https://x.com/Process_Cap/status/1877423283202572694)  2025-01-09T18:32Z [---] followers, [---] engagements


"Think this is reasonable caution on $PRM Another thing tempering the impact for PRM is that management has routinely said they are correlated with acres burnt This fire though very damaging is relatively small at 35k acres. By comparison the park fire in July burnt 430k acres People are looking for ways to make money from the LA fires. The whole day I've been hearing that I should buy $PRM because their fire retardants are being used to combat the LA fires. I don't buy the hype. Here's why.🧵 People are looking for ways to make money from the LA fires. The whole day I've been hearing that I"  
[X Link](https://x.com/Process_Cap/status/1877757133200015556)  2025-01-10T16:39Z [---] followers, [---] engagements


"@Hedge_FundGirl Big $WOOF put seller today [-----] Sep [---] puts risks being assigned to buy [----] mln shares on a 34% pullback Generates $290k in premium from the trading. If assigned they would become a top [--] holder of the stock"  
[X Link](https://x.com/Process_Cap/status/1882813688438194396)  2025-01-24T15:32Z [---] followers, [--] engagements


"Most interesting thing I found this week. On Thursday an investor in $LILAK bought [----] July [---] calls for $300k that position breaks even up 21.5%. Most notable is its size (90% of the total open interest) and the selection of the longest term expiration that are listed 1/3"  
[X Link](https://x.com/Process_Cap/status/1888281935228637321)  2025-02-08T17:41Z [---] followers, [---] engagements


"As @AndrewRangeley highlighted in this post Liberty has been in the process of simplifying their shareholdings with the $TRIP / $LTRPA $SIRI/ $LSXMK and $CHTR / $LBRDK transactions. This trading screams to me someone thinks $LILAK is next. https://tinyurl.com/nhapykne https://tinyurl.com/nhapykne"  
[X Link](https://x.com/Process_Cap/status/1888281936885321916)  2025-02-08T17:41Z [---] followers, [---] engagements


"@BillBrewsterTBB @LogicalThesis Big buyer of $ARKG calls today. 14k Mar [--] calls for $1.3 mln. Breaks even in a 11.3% rally Top [--] holdings make up 39% of the ETF. $RXRX $TEM $TWST $CRSP $ADPT"  
[X Link](https://x.com/Process_Cap/status/1891886659467169824)  2025-02-18T16:25Z [---] followers, [----] engagements


"Couple be impactful for $PAR s business. Even if its not a material customer theyve been the chain PAR management talks about most frequently publicly. *HOOTERS IN TALKS TO PREPARE BANKRUPTCY FILING IN COMING MONTHS noooo *HOOTERS IN TALKS TO PREPARE BANKRUPTCY FILING IN COMING MONTHS noooo"  
[X Link](https://x.com/Process_Cap/status/1892954465910579216)  2025-02-21T15:08Z [---] followers, [---] engagements


"I'm not going to be another one of those overconfident dudes in their 20s that looks at $BRK returns and says "I could do that" But 20% compounding of net worth (not returns) when you break it down to the next year and a high savings rate feels eminently more doable"  
[X Link](https://x.com/Process_Cap/status/1893368405895295227)  2025-02-22T18:32Z [---] followers, [---] engagements


"@Long_only_guy I still feel like they can work through that. More of a hiccup than anything. Do think I could do more to understand how substantial a customer Hooters is/was for them. Not sure how much customer concentration risk they have outside of $RBI"  
[X Link](https://x.com/Process_Cap/status/1893369095338221965)  2025-02-22T18:35Z [---] followers, [--] engagements


"@sharkbiotech $PRM is my largest holding so I agree with the general bullishness Competition is coming back from $CMP though. Their entry to market took PRM stock down sub-$5 last year & CMP is back with an early stage conditional approval CMP management took a Q on it during the last call"  
[X Link](https://x.com/Process_Cap/status/1893373473742827690)  2025-02-22T18:53Z [---] followers, [---] engagements


"@PythiaR A $3 mln in annual EBITDA deal would be way to small for $TDG. I think the endgame may be having a series of these deals in $PRM to dial back the seasonality of the business and take it up to a size that would make more sense for $TDG to absorb in a few years"  
[X Link](https://x.com/Process_Cap/status/1893374051743154497)  2025-02-22T18:55Z [---] followers, [---] engagements


"@NickDavisNZ @Long_only_guy Great color. Thank you for sharing I guess if the data hasn't been refreshed since '03 we don't have a great read through into how exposed $PAR is to any other single customer like BK"  
[X Link](https://x.com/Process_Cap/status/1893383187293745243)  2025-02-22T19:31Z [---] followers, [---] engagements


"@OneEthi60335406 @sharkbiotech Yeah I think the current shareholder base was looking for it to be a pure play on wildfires especially after the LA fires The most convincing bear cases have focused on how earnings will bottom out next light fire season which is unpredictable"  
[X Link](https://x.com/Process_Cap/status/1893712754466254893)  2025-02-23T17:21Z [---] followers, [--] engagements


"@OneEthi60335406 @sharkbiotech Im pretty happy for them to do a bunch of these decent return deals to smooth out that cyclicality some. This deal also makes me thing part of the plan is to do a bunch of smaller deals until PRM reaches a size where $TDG can just buy them"  
[X Link](https://x.com/Process_Cap/status/1893713058033213555)  2025-02-23T17:22Z [---] followers, [--] engagements


"@_inpractise Speaks to the competition risk for $PRM. Right now every customer just passes on the price hikes to the government If $CMP can make it through the process a few years from now they could help aerial crews undercut the competition on price"  
[X Link](https://x.com/Process_Cap/status/1894390546182942949)  2025-02-25T14:14Z [---] followers, [---] engagements


"Sold out of $EBC (1% $165 position) Quick thread on why after mumbling something about trimming banking exposure I straddled the train around earnings half day before half after. I prefer this strategy especially if I have no specific catalyst or insight"  
[X Link](https://x.com/Process_Cap/status/1948809134721421589)  2025-07-25T18:14Z [---] followers, [---] engagements


"Portfolio wide I'm weeding out the stocks that I wasn't willing to double down on during the Liberation Lows. Other non-EBC trims have included $WHR & $CLMT and may come in $ASO & $UPS"  
[X Link](https://x.com/Process_Cap/status/1948809136210411993)  2025-07-25T18:14Z [---] followers, [---] engagements


"@nope_its_lily $PRPL seems very interesting with $SGI buying warrants for 6% of the company at $1.50 the day after golden parachutes were prepped for management (a change in RSU vesting in the event of a change of control) Top shareholder (40+% stake) previously made a $4 / share offer"  
[X Link](https://x.com/Process_Cap/status/1959805680505802915)  2025-08-25T02:31Z [---] followers, [---] engagements


"Anyone have the $PRM note from today that they would be willing to share"  
[X Link](https://x.com/Process_Cap/status/1960160239757434927)  2025-08-26T01:59Z [---] followers, [---] engagements


"@mario_cibelli If youre following $SGI any thoughts on how $PRPL situation will go SGI just bought warrants for 6% of the company after the golden parachutes were prepped for management the day prior"  
[X Link](https://x.com/Process_Cap/status/1960428858156704242)  2025-08-26T19:47Z [---] followers, [---] engagements


"@ClarkSquareCap $PRPL They recently made a change so management RSUs vest on a change of control (golden parachutes set) The next day $SGI buys warrants for 6% of the company at $1.50 (a 40%+ premium to where shares were at the time) Top shareholder made a $4.35/share offer in late 22"  
[X Link](https://x.com/Process_Cap/status/1960723836309049574)  2025-08-27T15:19Z [---] followers, [----] engagements


"@sidecarcap Savneet Singh at $PAR is the largest Jockey Bet in my portfolio right now"  
[X Link](https://x.com/Process_Cap/status/1962194602275766392)  2025-08-31T16:43Z [---] followers, [---] engagements


"$PRM is my largest position and has led to me learning a lot more about wildfires and the business of fighting them. @HotshotWake does a great job and has deep knowledge in the space. If you're interested in $PRM his piece on the new USDA deal is a must read"  
[X Link](https://x.com/Process_Cap/status/1964360478919897389)  2025-09-06T16:10Z [---] followers, [---] engagements


"Started a blog posting some of my trading thoughts and hopefully will have more deeper research in the future. For the launch I looked at September Options Expiration & a few of my holdings $LFCR & $HIVE"  
[X Link](https://x.com/Process_Cap/status/1967025506802692315)  2025-09-14T00:40Z [---] followers, [---] engagements


"The Pre Launch https://substack.com/@processcapital/note/p-173533863utm_source=notes-share-action&r=k7k30 https://substack.com/@processcapital/note/p-173533863utm_source=notes-share-action&r=k7k30"  
[X Link](https://x.com/Process_Cap/status/1967025508690067464)  2025-09-14T00:40Z [---] followers, [--] engagements


"To those of you that followed me after I posted about $PRPL that's one of the next writeups I have planned. Digging into the relationship with Mattress Firm $SGI"  
[X Link](https://x.com/Process_Cap/status/1967025719571038572)  2025-09-14T00:40Z [---] followers, [---] engagements


"After listening to Tracy Britt Cool on a podcast this weekend I decided to write a quick piece about long term thinking in a few of the companies in my portfolio $PAR & $PRM both get heavy mentions. Would love any feedback or if you think Im missing something in $PAR"  
[X Link](https://x.com/Process_Cap/status/1980268422836404298)  2025-10-20T13:42Z [---] followers, [----] engagements


"@farnamjake1 Hinkie was only willing to sign players to a long term exceedingly team-friendly contract The [--] year minimum contract with [--] team options became known as the "Hinkie Special" Comes to mind as I think about structuring my positions - especially in my yield port"  
[X Link](https://x.com/Process_Cap/status/1980811829459759281)  2025-10-22T01:41Z [---] followers, [--] engagements


"@farnamjake1 As I choose between dividend payers I am drawn toward lower dollar names with listed options because I can afford a covered overwrite. The downside is a smaller universe to choose from - but the upside coming from the structure of the trade can (hopefully) make up for it"  
[X Link](https://x.com/Process_Cap/status/1980813521743998985)  2025-10-22T01:48Z [---] followers, [--] engagements


"@farnamjake1 If you made it this far here's the trade idea this is vamping on I sold a Nov [--] put at $0.55 in $PR that's a 4.6% yield on cash but I really hope to be assigned. If I get assigned I can add to an overwriting campaign in addition to the 5% dividend yield (at a $12 entry)"  
[X Link](https://x.com/Process_Cap/status/1980814354883936556)  2025-10-22T01:51Z [---] followers, [--] engagements


"@mario_cibelli $PTLO theres been a lot of [--] strike put selling in the Dec & Jan options this week (20k total) Seems like thats the bottom with that much buying interest down there"  
[X Link](https://x.com/Process_Cap/status/1981378880335167562)  2025-10-23T15:15Z [---] followers, [---] engagements


"@BillBrewsterTBB @marketplunger1 Perfect situation to run the wheel strategy in a name or two in the sector Sell puts to get in then supplement the dividend with long term call sales $PR my preferred name to do that in. Im down some but its carrying the weight on yield generation in my portfolio"  
[X Link](https://x.com/Process_Cap/status/1981399765662531704)  2025-10-23T16:38Z [---] followers, [---] engagements


"@lesser_son Wont pretend I dont do the same - but I fear that sometimes Im spending a lot of time on a relatively small portion of the portfolio Though honestly that can be a feature not a bug too. Develops the bench of ideas and stops you from messing with the big positions"  
[X Link](https://x.com/Process_Cap/status/1981538326831047129)  2025-10-24T01:48Z [---] followers, [--] engagements


"@lesser_son 100% better EV than sports betting Also even with a small position on youre going to follow much closer and maybe find other opportunities in the space As much as I wish it would a generic watch list doesnt lead to me listening to the earnings calls. A 1% position does"  
[X Link](https://x.com/Process_Cap/status/1981543666482041026)  2025-10-24T02:10Z [---] followers, [--] engagements


"@TrungTPhan Hunterbrook has reported that these are powered by a $TER product https://hntrbrk.com/teradyne/ https://hntrbrk.com/teradyne/"  
[X Link](https://x.com/Process_Cap/status/1982885437644648575)  2025-10-27T19:01Z [---] followers, [----] engagements


"@lesser_son Oh interesting howd you learn about that Im at a bit of a slow spot in learning more about $PRM Maybe have threads to pull at with the IMS acquisitions or on shutdown impacts to understand the cos interaction w/ govt Last major dive was reading Mudslingers by Sen Sheehy"  
[X Link](https://x.com/Process_Cap/status/1984081565509677503)  2025-10-31T02:14Z [---] followers, [---] engagements


"@lesser_son Love it tossed them a follow. Think Ive watched some of their videos on YouTube in the past. Not sure why I didnt think of following them before but appreciate you correcting the oversight"  
[X Link](https://x.com/Process_Cap/status/1984084180708553120)  2025-10-31T02:25Z [---] followers, [--] engagements


"@lesser_son Yeah I have some canned answers about the foams being used in building systems and restaurant kitchens but really speaking out of my ass if Im being honest Agreed on that feeling of opacity - at least theres the $TDG track record to give $PRM some trust factor"  
[X Link](https://x.com/Process_Cap/status/1984087069568987277)  2025-10-31T02:36Z [---] followers, [---] engagements


"@lesser_son I really loved the @50Xpodcast of $TDG That was part of the diligence that made $PRM my largest position. Lot more learning the people than the nitty gritty of the company - for better or for worse"  
[X Link](https://x.com/Process_Cap/status/1984087469780787510)  2025-10-31T02:38Z [---] followers, [---] engagements


"@lesser_son @50Xpodcast Also a great sign the success has continued after hes left $TDG able to build a bench that follows the playbook Should help with the $PRM replication"  
[X Link](https://x.com/Process_Cap/status/1984090262000517206)  2025-10-31T02:49Z [---] followers, [---] engagements


"@ToddWenning Appreciated the read Saw that BOXABL is also coming public via SPAC wonder if you have any opinion there. (Ticker: $FGMC ) They came on my radar because the SPAC sponsor made a donation to fund the WH ballroom. Wondered if that may end up helping a/ permitting"  
[X Link](https://x.com/Process_Cap/status/1985824635632357624)  2025-11-04T21:41Z [---] followers, [---] engagements


"@MAXCMUS328 @FlowbyBobby The implication is someones afraid of a move below $30 for $PAR - but we dont know if thats their full position. Could just be hedging a large long position and keeping their risk in order"  
[X Link](https://x.com/Process_Cap/status/1986496071887900964)  2025-11-06T18:09Z [---] followers, [---] engagements


"@joinyellowbrick Someone doesnt believe $AEO will be next when they report on Tuesday. Buyer of 5k Jan [--] puts for $1.60 break even down 13.3%"  
[X Link](https://x.com/Process_Cap/status/1993726024929173550)  2025-11-26T16:58Z [---] followers, [---] engagements


"@blondesnmoney @CliffordAsness Any deeper thoughts on AGRO I owned it for the tender over the summer and have bought a small position again for the dividend. If Tether completes a cap raise - I figure they may buy out the rest of the equity or at least run another tender"  
[X Link](https://x.com/Process_Cap/status/1993790084202811439)  2025-11-26T21:12Z [---] followers, [--] engagements


"@crux_capital_ A few months back when rare earths were hotter (look at $UAMY $MP & $USAR charts to find rough timing) there was a lot of call buying in copper producers that also get 10% of their revenue from molybdenumsomething to dig into a bit more now that the shine is off the sector"  
[X Link](https://x.com/Process_Cap/status/1995255807693263282)  2025-11-30T22:17Z [---] followers, [---] engagements


"@Benodette4 Recommend selling a put or [--] in the name. Implied volatility so high that adds some good returns The Jan [--] puts currently paying $25 for being willing to buy [---] shares if stock is below [--] in mid Jan Can sell calls against your existing shares too"  
[X Link](https://x.com/Process_Cap/status/1998787562891330019)  2025-12-10T16:11Z [---] followers, [--] engagements


"@MontviewX What doc do these come from Im long $GLASF / $GHBWF with 1/3 of that position at current pricing being in the warrants. Id like to read that full document if I can. Mustve missed the original PR"  
[X Link](https://x.com/Process_Cap/status/2000623898698875387)  2025-12-15T17:48Z [---] followers, [---] engagements


"@tbuttersnoops @AlderLaneEggs @Seawolfcap @chaka23121 Yea I think that level was just an example for why taking the cash wouldnt be the most efficient way to raise capital At least nice to hear they arent going to try to rug pull the first time it closes north of $10/share"  
[X Link](https://x.com/Process_Cap/status/2002073893448896941)  2025-12-19T17:49Z [---] followers, [--] engagements


"@BillBrewsterTBB @Mr_Neutral_Man Guessing based on your previous interviews with Aaron Edelheit you know the winner if there is interstate commerce. This may be a good way to round out my weed portfolio though in the interim - a no interstate commerce beneficiary with cashflow"  
[X Link](https://x.com/Process_Cap/status/2006406283868377212)  2025-12-31T16:45Z [---] followers, [--] engagements


"@BillBrewsterTBB @Mr_Neutral_Man But Ive been early enough to also count as wrong so grain of 🧂warning"  
[X Link](https://x.com/Process_Cap/status/2006433936868782345)  2025-12-31T18:35Z [---] followers, [--] engagements


"@TSOH_Investing just read your $TRIP initiation and realized Id seen some trading there today. 3k June [--] puts bought for $0.55 ($165k in premium) Breaks even down 30.7%. Not clear what theyre playing with the longer term options - could just be be softening travel in 1H"  
[X Link](https://x.com/Process_Cap/status/2011598463088411110)  2026-01-15T00:37Z [---] followers, [--] engagements


"@EpsilonTheory Widespread agreement on this among the right leaning folks on my trading desk. Theyre point is how many times have we seen this negotiating ploy on tariffs start high and negotiate. The market cant be reacting to that anymore"  
[X Link](https://x.com/Process_Cap/status/2013708020606205961)  2026-01-20T20:19Z [---] followers, [---] engagements


"@lancefinlinson @BryanFields24 @ScaryTerryWeed How did you learn about this one Lance"  
[X Link](https://x.com/Process_Cap/status/2014139326095892659)  2026-01-22T00:53Z [---] followers, [--] engagements


"I had seen $EBC pitches from Whitney Tilson in early Feb. I have some excerpts but not the whole thing. What actually got me into the stock was a mutual conversions screener from @colarion I picked EBC for the dividend and larger market cap. https://tinyurl.com/4bnu3zur https://tinyurl.com/4bnu3zur"  
[X Link](https://x.com/Process_Cap/status/1948809137422500029)  2025-07-25T18:14Z [---] followers, [---] engagements


"During the Liberation Lows I was more interested in adding to $LNKB a better dividend payer with Ken Lehman as a key shareholder @colarion also has a good profile on Ken Lehman https://tinyurl.com/nyzusxrb https://tinyurl.com/nyzusxrb"  
[X Link](https://x.com/Process_Cap/status/1948809139188019390)  2025-07-25T18:14Z [---] followers, [---] engagements


"@BillBrewsterTBB $MUB is the one we see options trading in occasionally"  
[X Link](https://x.com/Process_Cap/status/1983229230780465419)  2025-10-28T17:47Z [---] followers, [---] engagements


"@WaterworldCapi1 Have you followed $PAR Thoma Bravos last acquisition was $OLO and $PAR is widely believed to be the strategic bidder for $OLO - so there are synergies and they could make sense in this new fund. Id honestly be dissapointed because I like the bet on this management team"  
[X Link](https://x.com/Process_Cap/status/2014150201540280504)  2026-01-22T01:36Z [---] followers, [---] engagements


"@BillBrewsterTBB Well timed with this $WES/$ARIS deal announcement Love when I have an easy way to explore a 🕳 🐇 https://investors.westernmidstream.com/2025-08-06-WESTERN-MIDSTREAM-TO-ACQUIRE-ARIS-WATER-SOLUTIONS https://investors.westernmidstream.com/2025-08-06-WESTERN-MIDSTREAM-TO-ACQUIRE-ARIS-WATER-SOLUTIONS"  
[X Link](https://x.com/Process_Cap/status/1953203170248888594)  2025-08-06T21:14Z [---] followers, [----] engagements


"@KyleAdamsStocks $PAR is my favorite idea. Down big on guiding down growth to focus on RFPs for new custs. Listen to the last [--] calls - sure sounds like theyve won at least one of those deals meaning growth will be fine. Largest position is $PRM fighting wildfires but not sure Id buy more rn"  
[X Link](https://x.com/Process_Cap/status/1994755606184694109)  2025-11-29T13:09Z [---] followers, [---] engagements


"@Mr_Neutral_Man @atSamPinion @JasonGreenwal12 No better time for $PGRE https://x.com/chitraders/status/1968030125297111269s=46 $BX $PGRE $RITM $SLG 'NYC Real-Estate Firm Nears Deal To Buy Troubled Office Landlord Paramount; Rithm Capital Is Seen Beating Out Blackstone And SL Green For Property Portfolio' https://t.co/IF52IG2yuV https://x.com/chitraders/status/1968030125297111269s=46 $BX $PGRE $RITM $SLG 'NYC Real-Estate Firm Nears Deal To Buy Troubled Office Landlord Paramount; Rithm Capital Is Seen Beating Out Blackstone And SL Green For Property Portfolio' https://t.co/IF52IG2yuV"  
[X Link](https://x.com/Process_Cap/status/1968030286190612589)  2025-09-16T19:12Z [---] followers, [--] engagements


"👀 If you caught the $HOLX last week BOFA went non rated on the stock into the weekend well BOFA just went to NO RATING on $PZZA you know what that "COULD MEAN" considering the buyout chatter is around $65 (cavaet emptor) If you caught the $HOLX last week BOFA went non rated on the stock into the weekend well BOFA just went to NO RATING on $PZZA you know what that "COULD MEAN" considering the buyout chatter is around $65 (cavaet emptor)"  
[X Link](https://x.com/Process_Cap/status/1981724221521764832)  2025-10-24T14:07Z [---] followers, [---] engagements


"New post focuses less on single stock holdings and gives the background on the Process Capital pseudonym Goes back to my time obsessively watching the 76ers win 22% of their games and throws a shoutout to the first investor letter I ever read @samhinkies resignation letter"  
[X Link](https://x.com/Process_Cap/status/1982799028422074735)  2025-10-27T13:18Z [---] followers, [---] engagements


"Heres the link. Would love feedback on if people prefer this or more of a single stock focus. The future will continue to be a mix of the mental models I use and what I own https://open.substack.com/pub/processcapital/p/trust-the-processr=k7k30&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/processcapital/p/trust-the-processr=k7k30&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/Process_Cap/status/1982799412670689457)  2025-10-27T13:19Z [---] followers, [--] engagements


"@StockCompil Announcements the last [--] days on Polypeptides and with a multinational pharma co show this progress is very much continuing $LFCR"  
[X Link](https://x.com/Process_Cap/status/1983564589460504577)  2025-10-29T16:00Z [---] followers, [---] engagements


"Anyone follow the oil tanker space closely want to talk about it Ive seen a ton of put selling and call buying across the space and have seen news reports that tanker rates have blown out since the Russia sanctions. Would love to add to my divy port https://www.bloomberg.com/news/articles/2025-10-29/oil-supertanker-earnings-soar-to-125-000-a-day-as-supply-swells https://www.bloomberg.com/news/articles/2025-10-29/oil-supertanker-earnings-soar-to-125-000-a-day-as-supply-swells"  
[X Link](https://x.com/Process_Cap/status/1984031459787862047)  2025-10-30T22:55Z [---] followers, [---] engagements


"$NAT $TNK $TK $FRO $STNG & $TEN have all seen bullish options structures in the last few weeks"  
[X Link](https://x.com/Process_Cap/status/1984031723072770051)  2025-10-30T22:56Z [---] followers, [---] engagements


"Boy a lot more action to check in on the $PRM cash tag than Im used to 😂"  
[X Link](https://x.com/anyuser/status/1984245798910222488)  2025-10-31T13:07Z [---] followers, [---] engagements


"Here's this week's note. It's a portfolio overview comparing portfolio weightings to an NBA cap table I'm concentrated at the top supplement w/ role players & have a scout team at the end of the roster I also make a few cuts to open up future buys https://tinyurl.com/bddzt3pe https://tinyurl.com/bddzt3pe"  
[X Link](https://x.com/anyuser/status/1987885300241363163)  2025-11-10T14:09Z [---] followers, [---] engagements


"I'd love to talk any of these holdings. Stars: $PRM $GLASF $PAR Role Players: $PR $HIVE $LFCR $PI $BLBD $LNKB Platoons: Corp actions ( $TRUE $CTLP $KROS ) & Dividends ( $ALX $KMB $IRM $SBUX) Scout Team: $TER $TBCH $PRPL $UAMY Cuts: $CLMT $BBBY $WHR $UPS"  
[X Link](https://x.com/anyuser/status/1987885302929834067)  2025-11-10T14:09Z [---] followers, [---] engagements


"You can tell a lot about a trader by which of these movies is their favorite https://t.co/9k1WjM6ARM You can tell a lot about a trader by which of these movies is their favorite https://t.co/9k1WjM6ARM"  
[X Link](https://x.com/Process_Cap/status/1994427023612117393)  2025-11-28T15:23Z [---] followers, [---] engagements


"Getting back into the habit of writing with a new post out this morning. I highlight a few Cigar Butt investments: $EVOK $CAF & $TTSH after reading the first third of The Snowball (HT the @YetAnotherValue & @ByrneHobart pod) Link: https://tinyurl.com/mr4bhkwf https://tinyurl.com/mr4bhkwf"  
[X Link](https://x.com/anyuser/status/1998035303295324372)  2025-12-08T14:21Z [---] followers, [---] engagements


"Would love to talk those special sits and any others you are interested in. Since finishing the piece I've also been digging into $TRUE alongside the potential founder takeout. Would love to chat - really trying to build my network by doing this"  
[X Link](https://x.com/anyuser/status/1998035305916743737)  2025-12-08T14:21Z [---] followers, [---] engagements


"$PAR Big buyer (for the name) of [----] April 50/70 call spreads for $1.13 (pays $395k). Breaks even up 33% and sets up a max [----] to [--] payout ($6.6M profit) if stock returns to the levels from late July"  
[X Link](https://x.com/anyuser/status/1999140783748743493)  2025-12-11T15:34Z [---] followers, [---] engagements


"Insurance Insider reported last week $CB made an approach for $AIG and now 25k March 90/110 call spreads get bought for $2.50. Sets up a [--] to [--] payout on a rally above $110. Companies denied the rumors but at least one investor believes theyre true to the tune of a $6.25M bet"  
[X Link](https://x.com/anyuser/status/2001669714829795655)  2025-12-18T15:03Z [---] followers, [---] engagements


"$GHBWF commentary on the @AlderLaneEggs call right now Thank you for asking @Seawolfcap @chaka23121"  
[X Link](https://x.com/anyuser/status/2002056225148825722)  2025-12-19T16:39Z [---] followers, [---] engagements


"$AVGO CEO sells 130k shares of stock contributing the shares to an exchange fund Interesting successful tax planning I think well see more of. Straight out of this @BillBrewsterTBB @alphaarchitect conversation Filing: https://www.sec.gov/Archives/edgar/data/1730168/000121158825000005/xslF345X05/wk-form4_1766442523.xml https://open.spotify.com/episode/7j1rClCj6swLnprzVmhtcEsi=Ok8auD-xTom8dZd_xGYXhg&t=1&pi=dTBo-kyYTDGFj https://www.sec.gov/Archives/edgar/data/1730168/000121158825000005/xslF345X05/wk-form4_1766442523.xml"  
[X Link](https://x.com/Process_Cap/status/2003576277727608962)  2025-12-23T21:19Z [---] followers, [--] engagements


"How do you go about researching a public company that went bankrupt [--] - [--] years ago Diligence the management team of a new long and its the first time Ive found that particular 🚩 It was oil and gas so - pretty widespread and may not have fully been managements fault"  
[X Link](https://x.com/Process_Cap/status/2003614665109287004)  2025-12-23T23:52Z [---] followers, [--] engagements


"@BillBrewsterTBB @Mr_Neutral_Man Super fair Rather than pithy comments will say my view. I think $GLASF would be a beneficiary. 🔸low cost producer wins (under $100/lb) giving room to undercut local production 🔸Cali weed synonymous with quality - should give a marketing bump"  
[X Link](https://x.com/Process_Cap/status/2006433868719825042)  2025-12-31T18:34Z [---] followers, [---] engagements


"Anyone going to the $TBCH ICR presentation Gotta pull double duty at [--] in my portfolio with that and $PAR at Needham"  
[X Link](https://x.com/anyuser/status/2011078519225270484)  2026-01-13T14:10Z [---] followers, [---] engagements


"@lancefinlinson Dont think its that simple to just grow and ship. But thats why $GLASF has been working with Cal Berkeley for months laying groundwork to have a researched and approved product quite quickly. Will be hard for others to replicate https://glasshousebrands.com/press-release/glass-house-brands-announces-hemp-research-and-development-agreement-with-the-university-of-california-berkeley/ https://glasshousebrands.com/press-release/glass-house-brands-announces-hemp-research-and-development-agreement-with-the-university-of-california-berkeley/"  
[X Link](https://x.com/Process_Cap/status/2014045747935691051)  2026-01-21T18:41Z [---] followers, [---] engagements

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