# ![@RAMCOCAPITAL Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1560742117672206336.png) @RAMCOCAPITAL RAMco Capital

RAMco Capital posts on X about $mco, $fico, $spgi, $efx the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1560742117672206336/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1560742117672206336/c:line/m:interactions.svg)

- [--] Week [------] +314%
- [--] Month [------] +522%
- [--] Months [------] +99%
- [--] Year [-------] +122%

### Mentions: [--] [#](/creator/twitter::1560742117672206336/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1560742117672206336/c:line/m:posts_active.svg)

- [--] Month [--] -41%
- [--] Months [---] +3.10%
- [--] Year [---] +1.60%

### Followers: [------] [#](/creator/twitter::1560742117672206336/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1560742117672206336/c:line/m:followers.svg)

- [--] Week [---] +2.60%
- [--] Month [---] +4.30%
- [--] Months [---] +17%
- [--] Year [---] +56%

### CreatorRank: [-------] [#](/creator/twitter::1560742117672206336/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1560742117672206336/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies)  [luxury brands](/list/luxury-brands)  [exchanges](/list/exchanges)  [social networks](/list/social-networks) 

**Social topic influence**
[$mco](/topic/$mco) #5, [$fico](/topic/$fico), [$spgi](/topic/$spgi), [$efx](/topic/$efx), [$atvi](/topic/$atvi), [$cost](/topic/$cost), [$ge](/topic/$ge), [$save](/topic/$save), [$cp](/topic/$cp), [meta](/topic/meta)

**Top accounts mentioned or mentioned by**
[@larryjamieson](/creator/undefined) [@marcslans](/creator/undefined) [@pythiar](/creator/undefined) [@jerrycap](/creator/undefined) [@williscap](/creator/undefined) [@returnoncap](/creator/undefined) [@evrgn11112231](/creator/undefined) [@bluthcapital](/creator/undefined) [@arbstocktipster](/creator/undefined) [@asifsuria](/creator/undefined) [@pinnick07535790](/creator/undefined) [@compoundpapi](/creator/undefined) [@gordocap18](/creator/undefined) [@madscapital](/creator/undefined) [@akstoncapital](/creator/undefined) [@viggykrishnan](/creator/undefined) [@puppyeh1](/creator/undefined) [@barryschwartzbw](/creator/undefined) [@mrneutralman](/creator/undefined) [@gr8t4ver](/creator/undefined)

**Top assets mentioned**
[Moody's Corporation (MCO)](/topic/$mco) [Fair Isaac, Corp. (FICO)](/topic/$fico) [S&P Global Inc (SPGI)](/topic/$spgi) [Effect.AI (EFX)](/topic/$efx) [Activision Blizzard, Inc. (ATVI)](/topic/$atvi) [Costco Hot Dog (COST)](/topic/$cost) [General Electric Company (GE)](/topic/$ge) [Spirit Airlines, Inc. (SAVE)](/topic/$save) [Canadian Pacific Railway (CP)](/topic/$cp) [Danaher Corporation (DHR)](/topic/$dhr) [Canadian National Railway (CNI)](/topic/$cni) [Ferro (FER)](/topic/$fer) [Altria Group Inc (MO)](/topic/$mo) [Northrop Grumman Corporation (NOC)](/topic/$noc) [Mastercard, Inc. (MA)](/topic/$ma) [Seagen Inc (SGEN)](/topic/$sgen) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Metadium (META)](/topic/$meta) [Msci Inc (MSCI)](/topic/$msci) [Now Coin (NOW)](/topic/$now) [MURPHY USA INC. (MUSA)](/topic/$musa) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Davita Inc (DVA)](/topic/$dva) [Boeing Co (BA)](/topic/$ba) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [Microsoft Corp. (MSFT)](/topic/$msft) [JetBlue Airways Corp (JBLU)](/topic/$jblu) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [UNIPOLY (UNP)](/topic/$unp) [Carrier Global Corp (CARR)](/topic/$carr) [Philip Morris International Inc. (PM)](/topic/$pm) [Autodesk Inc (ADSK)](/topic/$adsk) [Albertsons Companies, Inc. (ACI)](/topic/$aci) [PNM Resources, Inc. (PNM)](/topic/$pnm) [Limitus (LMT)](/topic/$lmt) [Coca-Cola Co (KO)](/topic/$ko) [Capri Holdings Limited (CPRI)](/topic/$cpri) [Heima (HEI)](/topic/$hei) [Hilton Hotels Corporation Common Stock (HLT)](/topic/$hlt) [Cheeseball (CB)](/topic/$cb) [Apple, Inc. (AAPL)](/topic/$aapl) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [American Express Company (AXP)](/topic/$axp) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Intuit Inc. (INTU)](/topic/$intu) [Charter Communications Inc (CHTR)](/topic/$chtr) [Adobe, Inc. (ADBE)](/topic/$adbe) [NextEra Energy Inc (NEE)](/topic/$nee) [Constellation Energy Corp (CEG)](/topic/$ceg) [Horizon Therapeutics Public Limited Company Ordinary Shares (HZNP)](/topic/$hznp) [Walgreens Boots Alliance Inc (WBA)](/topic/$wba) [Decentral Games (DG)](/topic/$dg) [Netflix Inc (NFLX)](/topic/$nflx) [Texas Instruments (TXN)](/topic/$txn) [Radworks (RAD)](/topic/$rad) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [T-Mobile (TMUS)](/topic/$tmus) [AT&T Inc. (T)](/topic/$t) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Autozone Inc (AZO)](/topic/$azo) [Cigna Corp (CI)](/topic/$ci) [Humana Inc (HUM)](/topic/$hum) [Applied Materials, Inc. (AMAT)](/topic/$amat) [JPMorgan Chase (JPM)](/topic/$jpm) [CVS Health Corp (CVS)](/topic/$cvs) [KLA Corp (KLAC)](/topic/$klac) [Pacific Biosciences of California, Inc. (PACB)](/topic/$pacb) [UnitedHealth Group (UNH)](/topic/$unh) [Cintas Corporation (CTAS)](/topic/$ctas) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Copart, Inc. (CPRT)](/topic/$cprt) [GE Vernova Inc. (GEV)](/topic/$gev)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Not sure whether I should say congrats or RIP to $MMP longs"  
[X Link](https://x.com/RAMCOCAPITAL/status/1657931953184579584)  2023-05-15T02:12Z [---] followers, [---] engagements


"@willis_cap @jclarkson203 $HCA"  
[X Link](https://x.com/RAMCOCAPITAL/status/1668424430849085443)  2023-06-13T01:05Z [---] followers, [--] engagements


"@Mr_Neutral_Man Long $CHTR"  
[X Link](https://x.com/RAMCOCAPITAL/status/1671262983740329985)  2023-06-20T21:15Z [---] followers, [---] engagements


"@stockspinoffss $DHR and $GE are the low hanging fruit"  
[X Link](https://x.com/RAMCOCAPITAL/status/1673694084416847875)  2023-06-27T14:09Z [---] followers, [---] engagements


"@marc_slans @RyanDetrick $UNP over $CNI"  
[X Link](https://x.com/RAMCOCAPITAL/status/1682767966184562689)  2023-07-22T15:02Z [---] followers, [--] engagements


"@marc_slans That and $CARR have been monsters. UTX hiding two gems for too long"  
[X Link](https://x.com/RAMCOCAPITAL/status/1684340855119699968)  2023-07-26T23:12Z [---] followers, [--] engagements


"@chitchatmoney @CCM_Brett You guys sold $SIMO and $ATVI prior to the run ups"  
[X Link](https://x.com/RAMCOCAPITAL/status/1687962206330077186)  2023-08-05T23:02Z [---] followers, [---] engagements


"@MadsCapital @CCM_Ryan @CCM_Brett You kept $PM out your mouth so youve been spared"  
[X Link](https://x.com/RAMCOCAPITAL/status/1688689419543363584)  2023-08-07T23:11Z [---] followers, [--] engagements


"@marc_slans Throw $DHR and $NOC there as well. $CP not as cheap but seems like the company Ill regret not buying more of years from now. $ATVI is a great event alternative"  
[X Link](https://x.com/anyuser/status/1688963118209110017)  2023-08-08T17:19Z [--] followers, [---] engagements


"@GlennBusch You own $ADSK Feels outside your mandate"  
[X Link](https://x.com/RAMCOCAPITAL/status/1689356891330134016)  2023-08-09T19:24Z [---] followers, [---] engagements


"@marc_slans And $AMT its cheap historically probably for a good reason but cheap"  
[X Link](https://x.com/RAMCOCAPITAL/status/1689414553304547329)  2023-08-09T23:13Z [---] followers, [--] engagements


"@marc_slans I remind myself life would be better if I just owned $V $MA $MCO and $CP"  
[X Link](https://x.com/RAMCOCAPITAL/status/1690793680599216129)  2023-08-13T18:33Z [---] followers, [--] engagements


"So valley forge yeets out of $ADBE and $ADSK"  
[X Link](https://x.com/RAMCOCAPITAL/status/1691196142288084992)  2023-08-14T21:12Z [---] followers, [--] engagements


"I was looking at $NVR but my boy WEB just took that off the table"  
[X Link](https://x.com/RAMCOCAPITAL/status/1691197028095639552)  2023-08-14T21:16Z [---] followers, [--] engagements


"@gurgavin Havent thought about this company since the $NEE deal. If true hope theyre held accountable"  
[X Link](https://x.com/RAMCOCAPITAL/status/1691225766384529409)  2023-08-14T23:10Z [---] followers, [---] engagements


"@NegativeGW This brings back bad memories of $NEE"  
[X Link](https://x.com/RAMCOCAPITAL/status/1691272585223294976)  2023-08-15T02:16Z [---] followers, [---] engagements


"@marc_slans $DHR holding up"  
[X Link](https://x.com/RAMCOCAPITAL/status/1691824622151360975)  2023-08-16T14:49Z [---] followers, [--] engagements


"@marc_slans Keep trying to back into some reasonable valuation for $NVO. $NOC looks hot. Recently added to $CP $CNI $ATVI and $PM. Whenever dividends come in I typically throw those at the rating agencies and payment rails"  
[X Link](https://x.com/RAMCOCAPITAL/status/1692631530689225118)  2023-08-18T20:16Z [---] followers, [---] engagements


"@marc_slans You mean staples/utilities Idk not a whole lot. (Especially given HE might be a 0.) Rails payment rails rating agencies are my big buckets and I dont consider any of those defensive. I own $COST but risk is quite large there given the valuation"  
[X Link](https://x.com/RAMCOCAPITAL/status/1692633349578514937)  2023-08-18T20:23Z [---] followers, [--] engagements


"Happy to see the $ATVI $MSFT development. $ATVI a top position for me and recently added. Should net out as wins for everyone and sets a clear roadmap for getting blocks worked out"  
[X Link](https://x.com/RAMCOCAPITAL/status/1693941831669543150)  2023-08-22T11:02Z [---] followers, [--] engagements


"Looking at US oil E&Ps $COP $EOG $PXD and refiners $MPC $VLO $PSX and looking for anything to good resources. I know @AndrewRangeley loves $DK but play doesnt look as good with the MLPs decline"  
[X Link](https://x.com/RAMCOCAPITAL/status/1695592622490857520)  2023-08-27T00:22Z [---] followers, [---] engagements


"@Borlaug_ @PythiaR Love the dealany antitrust issues Guide to mid-2024 close based on int reg reviews"  
[X Link](https://x.com/RAMCOCAPITAL/status/1696145339365908902)  2023-08-28T12:58Z [---] followers, [---] engagements


"@LyinTed1337 @omgafakelion @88888sAccount $CEG had a post this year"  
[X Link](https://x.com/RAMCOCAPITAL/status/1697151650224345100)  2023-08-31T07:37Z [---] followers, [--] engagements


"@3Plantey2 @bananacapitallc @joecarlsonshow Yep people miss this. $COST could unilaterally raise prices take it to margin and increase membership fees with little to no additional churn. That 37x becomes a lot different under that scenario. Thats what youre paying for"  
[X Link](https://x.com/RAMCOCAPITAL/status/1697589872180015119)  2023-09-01T12:38Z [---] followers, [--] engagements


"I followed merger arb sits my whole career but rarely play them. Im 80%+ focused on GARP but Ill always look at special sits and pull the trigger. Things Im looking for [--]. Feel comfortable owning the target if the deal broke [--]. Juicy spread [--]. No SAMR (prev MOFCOM)"  
[X Link](https://x.com/RAMCOCAPITAL/status/1701248852244746439)  2023-09-11T14:58Z [---] followers, [----] engagements


"Doesnt have to hit all [--] items. Would never own $TWTR but the spread/setup was ungodly. $ATVI req China but I didnt materially build until post SAMR approval. Dont want to own $SGEN / $HZNP long term but both had great spreads. $AET and $TWX were excellent opportunities"  
[X Link](https://x.com/RAMCOCAPITAL/status/1701250267780370580)  2023-09-11T15:04Z [---] followers, [---] engagements


"I can never compete with the real arb desks as retail so I stay where I feel comfortable. Hairy reg deals are great I can pull docs from PACER. Late stage insurance/utility deals also great as I feel comfortable with state regulator websites"  
[X Link](https://x.com/anyuser/status/1701250827300581732)  2023-09-11T15:06Z [--] followers, [---] engagements


"To polish this off $KR is something Im staying away from. Dont know how you tell investors you need scale then turn around with a straight face with the FTC and say this divestiture will compete with us in timely/likely/sufficient manner as no deal. Didnt work"  
[X Link](https://x.com/anyuser/status/1701292013897826355)  2023-09-11T17:49Z [--] followers, [---] engagements


"Out for Sycamore (dollar stores) or Haggen (Safeway) FTC got burned so bad it chose RAD potentially going out of biz over carving it up to $FRED and $WBA"  
[X Link](https://x.com/RAMCOCAPITAL/status/1701296169886839099)  2023-09-11T18:06Z [---] followers, [---] engagements


"@marc_slans I considered buying at $85 to add to my prime exposure (only own $NOC) but couldnt get comfortable. Worth looking into more after further decline"  
[X Link](https://x.com/RAMCOCAPITAL/status/1701373801777271240)  2023-09-11T23:14Z [---] followers, [--] engagements


"@irbezek @JerryCap Youll be able to buy $DG shares inside a $DG soon"  
[X Link](https://x.com/RAMCOCAPITAL/status/1702135776081850568)  2023-09-14T01:42Z [---] followers, [---] engagements


"If youre long $ACI its either because you think the FTC stacks another L or the deal is priced as broken and youre getting a free option. Wont get thru Khan and seems like there is a simple prima facie case which wins the day at court (office supplies health insurers)"  
[X Link](https://x.com/RAMCOCAPITAL/status/1702489018166809081)  2023-09-15T01:06Z [---] followers, [---] engagements


"@gr8t4ver What are you thinking about downside I think this bounces after a tank post-break. Like the company long term enough to make it a large position"  
[X Link](https://x.com/RAMCOCAPITAL/status/1702845303475392942)  2023-09-16T00:42Z [---] followers, [--] engagements


"@marc_slans No clue when $RTX gets interesting"  
[X Link](https://x.com/RAMCOCAPITAL/status/1704938898290360769)  2023-09-21T19:21Z [---] followers, [--] engagements


"Anyone have an opinion on $PNM Might be interesting after significant pull back this year. May need to freshen up on NM Supreme Court procedures"  
[X Link](https://x.com/RAMCOCAPITAL/status/1705190001309347971)  2023-09-22T11:59Z [---] followers, [---] engagements


"Like $DHR more than $TMO but may pull the trigger on $TMO soon. $DHR has held up better and $TMO appears to remain on sale"  
[X Link](https://x.com/RAMCOCAPITAL/status/1705200525711438028)  2023-09-22T12:41Z [---] followers, [---] engagements


"Sitting on a some cash but not sure it should be allocated to $TMO. May be time to evaluate the $ATVI position and see if the spread is worth the month"  
[X Link](https://x.com/RAMCOCAPITAL/status/1705201616163418124)  2023-09-22T12:45Z [---] followers, [---] engagements


"@willis_cap So $TDG a $0"  
[X Link](https://x.com/RAMCOCAPITAL/status/1705275437264310518)  2023-09-22T17:38Z [---] followers, [---] engagements


"Hate trading retail arb $SGEN up 3.5% and I have no clue"  
[X Link](https://x.com/RAMCOCAPITAL/status/1705275694320644116)  2023-09-22T17:39Z [---] followers, [---] engagements


"@invertedfragil1 @hhhhhh3177 @jfineman You guys must not have been around for Hudson/M&T"  
[X Link](https://x.com/RAMCOCAPITAL/status/1707450395839058018)  2023-09-28T17:41Z [---] followers, [---] engagements


"@marc_slans No joke $MO is ESG. Treats employees extremely well"  
[X Link](https://x.com/RAMCOCAPITAL/status/1707460345462165787)  2023-09-28T18:20Z [---] followers, [--] engagements


"Built small $PNM $SAVE positions. Think both likely wont go through but spreads are big enough to take a small stake. Largest arb positions (by far) are $ATVI and $SGEN"  
[X Link](https://x.com/RAMCOCAPITAL/status/1707843681829416993)  2023-09-29T19:43Z [---] followers, [----] engagements


"@BrassTacksCap @GreenChipCap @IntrinsicInv Do you consider V/MA and other oligopolies to be [--] or [--] stocks See an argument for both"  
[X Link](https://x.com/RAMCOCAPITAL/status/1709021361039888645)  2023-10-03T01:43Z [---] followers, [--] engagements


"Arb names holding up. Still look like the best deals right now. Once some of my portfolio names re-approach 20% IRRs I can see myself unwinding $ATVI or $SGEN otherwise happy to hold until completion"  
[X Link](https://x.com/RAMCOCAPITAL/status/1709223485388501157)  2023-10-03T15:06Z [---] followers, [---] engagements


"@AsifSuria Youre telling me buying $MCO at 36x earnings isnt GARP"  
[X Link](https://x.com/RAMCOCAPITAL/status/1709601430326141260)  2023-10-04T16:08Z [---] followers, [--] engagements


"@marc_slans Sorry meant awhile ago. $NOC $500 and $LMT $500 were overvalued. Think $NOC is probably around fair value between $400-$430"  
[X Link](https://x.com/RAMCOCAPITAL/status/1709602000562790817)  2023-10-04T16:10Z [---] followers, [---] engagements


"@AsifSuria Forgot the /s sorry. Great plays on $META and $NFLX. Was obvious in hindsight but scary in the moment"  
[X Link](https://x.com/RAMCOCAPITAL/status/1709604245480095974)  2023-10-04T16:19Z [---] followers, [--] engagements


"@SleepwellCap @stockthoughts81 $TXN probably a better example"  
[X Link](https://x.com/RAMCOCAPITAL/status/1709607381192098294)  2023-10-04T16:32Z [---] followers, [--] engagements


"First they came for $KO and I said nothing. Then they came for $MO and I said nothing. Then they came for $DVA and there was no one left to speak for me"  
[X Link](https://x.com/RAMCOCAPITAL/status/1711873827020374150)  2023-10-10T22:38Z [---] followers, [---] engagements


"@finnews15 @Akston_Capital @BluthCapital @AsifSuria Believe end of the year is the target given the guide up (part of the reason why $DVA popped 13% on earnings)"  
[X Link](https://x.com/RAMCOCAPITAL/status/1712179160641110255)  2023-10-11T18:51Z [---] followers, [--] engagements


"@finnews15 @Akston_Capital @BluthCapital @AsifSuria Hate the thesis of Buffett being involved. He could be winding down his stake what do you do if he sold off a chunk when you find out [--] months from now Think $DVA is really interesting and will likely nibble whenever $ATVI closes"  
[X Link](https://x.com/RAMCOCAPITAL/status/1712180186286879232)  2023-10-11T18:55Z [---] followers, [---] engagements


"Assuming $ATVI closes in the next week where is everyone rolling the cash Havent decided just yet $DVA looks interesting. Ill watch the $SAVE trial action. $SGEN STILL looks interesting. $CPRI looks good as long as the gross spread remains 10%"  
[X Link](https://x.com/RAMCOCAPITAL/status/1712520396044374263)  2023-10-12T17:27Z [---] followers, [----] engagements


"@copperwaterarb Nice my thoughts on $ACI are in previous posts. $SAVE and $SGEN are really interesting. Spread so wide in $SAVE there a plenty of ways to win"  
[X Link](https://x.com/RAMCOCAPITAL/status/1712557646346395699)  2023-10-12T19:55Z [---] followers, [---] engagements


"@DPisarcik @hhhhhh3177 Late 23/early [--]. Annualized spread still healthy"  
[X Link](https://x.com/RAMCOCAPITAL/status/1712570802934108343)  2023-10-12T20:47Z [---] followers, [--] engagements


"@Akston_Capital Absolutely true but assuming they all close is how you get blown up. Good risk management tiers the funds. $NXPI $RAD Allergan/Pfizer $ODP etc"  
[X Link](https://x.com/RAMCOCAPITAL/status/1712890101510930772)  2023-10-13T17:56Z [---] followers, [---] engagements


"Nibbled on a bit more $SAVE below $16. Still a small position sort of reading trial delay/shorten as bullish but just a hunch with nothing to back it up"  
[X Link](https://x.com/RAMCOCAPITAL/status/1712913747310682587)  2023-10-13T19:30Z [---] followers, [---] engagements


"@siyul @puppyeh1 @kingdomcapadv Lawsuit isnt terrible $JBLU mitigated a lot of it via NEA non-appeal and divestitures. Not a slam dunk loss for the agencies (i.e. $TWX $CHNG) but if youre odds are 25% to close why not take a small position"  
[X Link](https://x.com/RAMCOCAPITAL/status/1714309088392229136)  2023-10-17T15:55Z [---] followers, [---] engagements


"Carnage AH in $EFX. Need to dig into the release tonight. Hate when companies dont hold a call the same day"  
[X Link](https://x.com/RAMCOCAPITAL/status/1714745583187947895)  2023-10-18T20:49Z [---] followers, [---] engagements


"@stockjock84 @RMarshSPark $FICO clearly superior but bureaus are worth a further look"  
[X Link](https://x.com/RAMCOCAPITAL/status/1714751670733648120)  2023-10-18T21:13Z [---] followers, [--] engagements


"Well didnt expect to see $EFX run today"  
[X Link](https://x.com/RAMCOCAPITAL/status/1715032503088533830)  2023-10-19T15:49Z [---] followers, [---] engagements


"@gr8t4ver @trendwhizo Yeah cant compare $HZNP and $ATVI to $VMW. I was told at a conference there were [--] total people working at MOFCOM"  
[X Link](https://x.com/RAMCOCAPITAL/status/1715055177588474027)  2023-10-19T17:19Z [---] followers, [---] engagements


"@trendwhizo @gr8t4ver This could very well close I hope it does for arbs. But youre making a bet on China acting rationally and not using this deal as a geopolitical tool. I have zero clue what the chances are of that so Im not betting on an unrational actor suddenly acting rationally"  
[X Link](https://x.com/RAMCOCAPITAL/status/1715079901315793060)  2023-10-19T18:58Z [---] followers, [---] engagements


"@jfineman @mergerpie Yeah was thinking I didnt know $HEI as well as I thought I did"  
[X Link](https://x.com/RAMCOCAPITAL/status/1715090972281811096)  2023-10-19T19:42Z [---] followers, [---] engagements


"@returnoncap One of the better arguments for a re-marriage with $MO"  
[X Link](https://x.com/RAMCOCAPITAL/status/1715136529390055456)  2023-10-19T22:43Z [---] followers, [---] engagements


"@hhhhhh3177 @trapso888 Also doesnt that PR say it will close soon and before Nov [--] Kind of a wild statement"  
[X Link](https://x.com/RAMCOCAPITAL/status/1718935251341230100)  2023-10-30T10:17Z [---] followers, [---] engagements


"@puppyeh1 @BluthCapital @Feynman_19 Agencies dont care about going concern judge might though. $RAD/$WBA block had $WBA walk away. I believe $TMUS said it couldnt operate without $T in [----] and that turned out to be a stellar W for DOJ. Shit $MO used it defending Juul deal"  
[X Link](https://x.com/RAMCOCAPITAL/status/1720109351296221680)  2023-11-02T16:03Z [---] followers, [---] engagements


"@PinNick07535790 @ArbStocktipster Maybe not this month you think theyre going to extend the walk date"  
[X Link](https://x.com/RAMCOCAPITAL/status/1722043817107312911)  2023-11-08T00:10Z [---] followers, [---] engagements


"@PinNick07535790 @ArbStocktipster Those extensions were previously agreed to in the merger agreement. If the deal doesnt lose end of Nov either company can walk or they have to go back to the negotiating table to agree to an amendment"  
[X Link](https://x.com/RAMCOCAPITAL/status/1722082463357313243)  2023-11-08T02:43Z [---] followers, [---] engagements


"@PinNick07535790 @ArbStocktipster China approval is not in place. If it was this would be closed. Dont let AVGO fool you into thinking this is done if they havent announced approval and set a closing date"  
[X Link](https://x.com/RAMCOCAPITAL/status/1722294687527039474)  2023-11-08T16:47Z [---] followers, [--] engagements


"@PinNick07535790 @ArbStocktipster Watch what they do not what they say. Super positive statements around $NXPI $QCOM $COL and $UTX went down to the wire. Hoping thats the case here"  
[X Link](https://x.com/RAMCOCAPITAL/status/1722334115733623202)  2023-11-08T19:23Z [---] followers, [---] engagements


"@PinNick07535790 @a1ch3mista @ArbStocktipster No. Shareholder approval only needed when the consideration is reduced"  
[X Link](https://x.com/RAMCOCAPITAL/status/1722958763798180014)  2023-11-10T12:45Z [---] followers, [--] engagements


"@scroogecapital $AAP exists to give share to $ORLY and $AZO. If $AAP ever turns around though that thing will be a rocket ship"  
[X Link](https://x.com/RAMCOCAPITAL/status/1722989093062103467)  2023-11-10T14:46Z [---] followers, [---] engagements


"@diegogomezle Because it was blocked"  
[X Link](https://x.com/RAMCOCAPITAL/status/1724453111475953805)  2023-11-14T15:43Z [---] followers, [--] engagements


"@hhhhhh3177 @PinNick07535790 @ArbStocktipster If I were betting I do think its more likely this gets done. Agreed though not really the guy who has his finger on the pulse of regulators. Should we remind everyone when he tried to take over $QCOM and the US shot him down"  
[X Link](https://x.com/RAMCOCAPITAL/status/1724532216670179746)  2023-11-14T20:58Z [---] followers, [---] engagements


"@QCompounding Lol $FRC"  
[X Link](https://x.com/RAMCOCAPITAL/status/1728835147578187942)  2023-11-26T17:56Z [---] followers, [---] engagements


"@ArbStocktipster @AsifSuria @HiddeMulder2 @SanketKarve2 @SJOldValueGuy @Reuters Downside is a cliff and you dont even know your upside. Ugh. I want a position but think Ill stay on the sidelines. Getting enough vol with $SAVE"  
[X Link](https://x.com/RAMCOCAPITAL/status/1729323069309702635)  2023-11-28T02:15Z [---] followers, [---] engagements


"Why am I seeing so many stats from Adobe"  
[X Link](https://x.com/RAMCOCAPITAL/status/1729513593782116395)  2023-11-28T14:52Z [---] followers, [---] engagements


"Wheres my Acquired bump for $V and $MA"  
[X Link](https://x.com/RAMCOCAPITAL/status/1729587644936392830)  2023-11-28T19:46Z [---] followers, [--] engagements


"$CI and $HUM looking at a tie up Will have to take a look sat in court during the healthcare trials but always assumed the big [--] were stuck as is"  
[X Link](https://x.com/RAMCOCAPITAL/status/1729910658257367165)  2023-11-29T17:10Z [---] followers, [---] engagements


"@BrianLorraine1 @FTC Thats what I felt about $TMUS and $S so stranger things have have happened"  
[X Link](https://x.com/RAMCOCAPITAL/status/1729910786380677329)  2023-11-29T17:10Z [---] followers, [---] engagements


"@jamiesloc @diegogomezle Yeah they are going through the NM Supreme Court process to try and salvage the deal. Heres a report on the block from Dec 2021:"  
[X Link](https://x.com/RAMCOCAPITAL/status/1730650129143579127)  2023-12-01T18:08Z [---] followers, [--] engagements


"@marc_slans Every time I look at my $FICO position Im shocked. Should have trusted my back of the envelope model and loaded up below $1000"  
[X Link](https://x.com/RAMCOCAPITAL/status/1730668848938897480)  2023-12-01T19:23Z [---] followers, [---] engagements


"Rolled $SAVE Nov distribution back into $SAVE equity. Doubling down at $10 has brought this up to a pretty large chunk. Plan is to sell a chunk around $18-$20 as thats my back of the envelope FV for the risk I see"  
[X Link](https://x.com/RAMCOCAPITAL/status/1730693550650646535)  2023-12-01T21:01Z [---] followers, [---] engagements


"Thinking through some edge cases of $SAVE anyone here have experience with the Great Plains/Westar merger Merger was cash/stock that flipped to all stock post PUC denial. Wondering what to do here if $SAVE and $JBLU end up re-cutting an all stock deal"  
[X Link](https://x.com/RAMCOCAPITAL/status/1730948794122961024)  2023-12-02T13:55Z [---] followers, [----] engagements


"@sleepydragon01 Havent thought through how to hedge though thats my main concern. Zero desire to hold $JBLU stock and think there would be large selling as many arbs feel the same way"  
[X Link](https://x.com/RAMCOCAPITAL/status/1730954187595231619)  2023-12-02T14:16Z [---] followers, [---] engagements


"@BluthCapital Yeah but this isnt the FSU that beat LSU. At what point do you take into account injuries This FSU QB is not good"  
[X Link](https://x.com/RAMCOCAPITAL/status/1731129007767261559)  2023-12-03T01:51Z [---] followers, [--] engagements


"@banana_capital_ Thats what makes a market"  
[X Link](https://x.com/RAMCOCAPITAL/status/1731364508029853987)  2023-12-03T17:27Z [---] followers, [--] engagements


"@puppyeh1 Besides the obvious read through that $ALK thinks $SAVE $JBLU is getting done also starts to trim the re-cut limb of the decision tree. These are obviously worth significant amounts to the right buyer"  
[X Link](https://x.com/RAMCOCAPITAL/status/1731436117998592347)  2023-12-03T22:11Z [---] followers, [----] engagements


"$SAVE with a nice bump in pre-market. Again probably trimming if we get to $18-20 before a decision. Ended up exiting $SGEN a few weeks ago to add to $SAVE but $SGEN looks a bit more interesting"  
[X Link](https://x.com/RAMCOCAPITAL/status/1731644577986101408)  2023-12-04T12:00Z [---] followers, [---] engagements


"Shout out to $MCO IR for always giving a prompt reply"  
[X Link](https://x.com/RAMCOCAPITAL/status/1732963968816206016)  2023-12-08T03:23Z [---] followers, [---] engagements


"$CARR is going to hum once its portfolio transformation is complete"  
[X Link](https://x.com/RAMCOCAPITAL/status/1733122002473373769)  2023-12-08T13:50Z [---] followers, [---] engagements


"I need $CERE Jan $35 calls"  
[X Link](https://x.com/RAMCOCAPITAL/status/1733592847117369510)  2023-12-09T21:01Z [---] followers, [---] engagements


"@invertedfragil1"  
[X Link](https://x.com/RAMCOCAPITAL/status/1733633152139083912)  2023-12-09T23:42Z [---] followers, [--] engagements


"Thought this was good. I have a pretty bearish view on the deal. The main issue I push back on is I firmly believe wholesale clubs are carved out of the market. Low to middle class families arent doing their weekly shopping at $COST"  
[X Link](https://x.com/RAMCOCAPITAL/status/1733652766998835592)  2023-12-10T01:00Z [---] followers, [---] engagements


"@BluthCapital $MCD and ESPN have absolute trash apps. Chick-Fil-A on the other hand"  
[X Link](https://x.com/RAMCOCAPITAL/status/1734248028184162457)  2023-12-11T16:25Z [---] followers, [--] engagements


"$MCO sniffing ATHs nature is healing"  
[X Link](https://x.com/RAMCOCAPITAL/status/1734662988869558301)  2023-12-12T19:54Z [---] followers, [---] engagements


"@JulianKlymochko @capital_in_soup Yeah I like to think through what US companies couldnt be bought by anyone $BA $NOC $LMT etc. $X feels like a stretch. Think this rightfully gets done. Dont like the optics of blocking a deal to a key strategic ally"  
[X Link](https://x.com/RAMCOCAPITAL/status/1737564016296272223)  2023-12-20T20:01Z [---] followers, [---] engagements


"Q4 13F: Trains: 23% Ratings: 16% Payments: 12% CSPs: HSD Merger Arb: MSD Tobacco: MSD Berkshire/Similars: MSD Shit thats not working: rest"  
[X Link](https://x.com/RAMCOCAPITAL/status/1740098776759681131)  2023-12-27T19:54Z [---] followers, [---] engagements


"@bizbreakdowns @joincolossus Listening to Dev wax poetic on $FICO was a pod highlight of my year. $MCO recently was great along with $CPRT to round out the top few"  
[X Link](https://x.com/RAMCOCAPITAL/status/1740360857845105129)  2023-12-28T13:15Z [---] followers, [---] engagements


"@returnoncap Cable companies electric/water utilities prime contractors although some of these are in that next tier but would put $LMT $NOC and $BA up there"  
[X Link](https://x.com/RAMCOCAPITAL/status/1741973052236173590)  2024-01-02T00:01Z [---] followers, [----] engagements


"@compound248 @puppyeh1 @JulianKlymochko The height of Covid with serious trans atlantic overlaps"  
[X Link](https://x.com/RAMCOCAPITAL/status/1744560373024334107)  2024-01-09T03:22Z [---] followers, [---] engagements


"$DHR at JPM HC conference We will tell you more later this month"  
[X Link](https://x.com/RAMCOCAPITAL/status/1744912629028544650)  2024-01-10T02:42Z [---] followers, [---] engagements


"Glad I wont have to discuss $SAVE with my LP (wife) until my H1 [----] letter in August"  
[X Link](https://x.com/RAMCOCAPITAL/status/1747424458615251167)  2024-01-17T01:03Z [---] followers, [----] engagements


"@willis_cap Do $NOC next"  
[X Link](https://x.com/RAMCOCAPITAL/status/1749854365668593933)  2024-01-23T17:59Z [---] followers, [---] engagements


"@Arbtrader69 @JulianKlymochko Doesnt this become a compelling short"  
[X Link](https://x.com/RAMCOCAPITAL/status/1750188879213183029)  2024-01-24T16:08Z [---] followers, [---] engagements


"@Larryjamieson_ When the Chinese export controls were announced and $AMAT dropped to $80 I remember being too scared. Oh well. I can live with my biggest mistakes being those of omission"  
[X Link](https://x.com/RAMCOCAPITAL/status/1750683540197437529)  2024-01-26T00:54Z [---] followers, [--] engagements


"Opportunistically nibbling on $MSCI post short report shouldnt have actually worked"  
[X Link](https://x.com/RAMCOCAPITAL/status/1752398963527848062)  2024-01-30T18:30Z [---] followers, [---] engagements


"Cant believe I decided to pick up some $ODFL years ago and never added. Easily one of my dumbest trades on both sides"  
[X Link](https://x.com/RAMCOCAPITAL/status/1752674668991963431)  2024-01-31T12:46Z [---] followers, [---] engagements


"@compoundpapi Literally two of the greatest biz models. Only regret is not loading up on $HLT in $130s"  
[X Link](https://x.com/RAMCOCAPITAL/status/1752675052992995379)  2024-01-31T12:47Z [---] followers, [--] engagements


"@MadsCapital Thanks god Im a contrarian and own $MA"  
[X Link](https://x.com/RAMCOCAPITAL/status/1757873490152079405)  2024-02-14T21:04Z [---] followers, [----] engagements


"Missing $CEG is probably my biggest investing regret. I knew the company so well felt like it got away from me at $90 and sat on my hands"  
[X Link](https://x.com/RAMCOCAPITAL/status/1762967761502761113)  2024-02-28T22:27Z [---] followers, [---] engagements


"@Larryjamieson_ Hey you got $FICO right"  
[X Link](https://x.com/RAMCOCAPITAL/status/1763314355674698057)  2024-02-29T21:24Z [---] followers, [---] engagements


"Can someone tell me what the hell is going on with $CEG"  
[X Link](https://x.com/RAMCOCAPITAL/status/1765033970188657018)  2024-03-05T15:17Z [---] followers, [---] engagements


"@acidinvestments $COST is the hottest take but the others I feel pretty good about. Throw in $JPM as well"  
[X Link](https://x.com/RAMCOCAPITAL/status/1765722406167990272)  2024-03-07T12:53Z [---] followers, [--] engagements


"@willis_cap Idk man I look at $COST valuation but cant sell my slug of shares. Very few companies are that good to customers and shareholders. Thought it was overvalued at $300 so Im just committed to not selling. Also overheard the $COST cashier say were heading to $800 soon"  
[X Link](https://x.com/RAMCOCAPITAL/status/1766194371962290329)  2024-03-08T20:08Z [---] followers, [---] engagements


"@rev_cap Loading up on $NVR then"  
[X Link](https://x.com/RAMCOCAPITAL/status/1771330235838988381)  2024-03-23T00:16Z [---] followers, [---] engagements


"@Larryjamieson_ @ChrisRinvesting I need more yield from $MO and dont have the cajones to sell"  
[X Link](https://x.com/RAMCOCAPITAL/status/1773128745030729985)  2024-03-27T23:23Z [---] followers, [--] engagements


"@willis_cap Now do $CVS"  
[X Link](https://x.com/RAMCOCAPITAL/status/1773476138813153457)  2024-03-28T22:23Z [---] followers, [---] engagements


"13F szn for RamCO. Trains & Trucks 22% Rating Agencies 16% Payment Rails 15% Banks 13% Ent. Software 13% Shit ton of cash since fidelity wouldnt let me transfer my 401k in kind Added banks in late Jan which have helped cover up a lot of the $SAVE losses"  
[X Link](https://x.com/RAMCOCAPITAL/status/1773480623518126238)  2024-03-28T22:41Z [---] followers, [---] engagements


"@gr8t4ver [--] biz days after final condition is tomorrow right"  
[X Link](https://x.com/RAMCOCAPITAL/status/1778428358252023917)  2024-04-11T14:22Z [---] followers, [--] engagements


"@Main_Ridge Id rather own $SPGI"  
[X Link](https://x.com/RAMCOCAPITAL/status/1780253104320958672)  2024-04-16T15:13Z [---] followers, [---] engagements


"When is risk=reward on $ADSK $200"  
[X Link](https://x.com/RAMCOCAPITAL/status/1780686775603577202)  2024-04-17T19:56Z [---] followers, [---] engagements


"I cant short stocks because I would have covered that $MSCI short as soon as it mooned but those guys printed cash if they held"  
[X Link](https://x.com/RAMCOCAPITAL/status/1782825667505041890)  2024-04-23T17:35Z [---] followers, [---] engagements


"Anyone have a $TYL primer"  
[X Link](https://x.com/RAMCOCAPITAL/status/1782895029725323585)  2024-04-23T22:11Z [---] followers, [---] engagements


"Im saving my $CPRI comments to myself. Wont be tweeting much arb stuff as work has changed"  
[X Link](https://x.com/RAMCOCAPITAL/status/1782895404964577302)  2024-04-23T22:12Z [---] followers, [---] engagements


"Not me over here crying while seeing $WAB moon while owning $CNI and $CP after I passed on $WAB"  
[X Link](https://x.com/RAMCOCAPITAL/status/1783215326781456520)  2024-04-24T19:23Z [---] followers, [---] engagements


"God damnit $DVA is almost a double since I didnt pull the trigger. @finnews15 @Akston_Capital @BluthCapital @AsifSuria Hate the thesis of Buffett being involved. He could be winding down his stake what do you do if he sold off a chunk when you find out [--] months from now Think $DVA is really interesting and will likely nibble whenever $ATVI closes. @finnews15 @Akston_Capital @BluthCapital @AsifSuria Hate the thesis of Buffett being involved. He could be winding down his stake what do you do if he sold off a chunk when you find out [--] months from now Think $DVA is really interesting and will"  
[X Link](https://x.com/RAMCOCAPITAL/status/1786133316195831970)  2024-05-02T20:39Z [---] followers, [---] engagements


"$MO quietly generating alpha Ill smoke to that"  
[X Link](https://x.com/RAMCOCAPITAL/status/1786554208721768869)  2024-05-04T00:31Z [---] followers, [---] engagements


"Real reason for that ugly $SBUX report comes tomorrow premarket"  
[X Link](https://x.com/RAMCOCAPITAL/status/1787634549028954243)  2024-05-07T00:04Z [---] followers, [---] engagements


"@PythiaR Dumped $TDG this q Just to hard to pencil in the valuation"  
[X Link](https://x.com/RAMCOCAPITAL/status/1787832435025092613)  2024-05-07T13:10Z [---] followers, [---] engagements


"@PythiaR @Biohazard3737 $CHTR $MTCH tho"  
[X Link](https://x.com/RAMCOCAPITAL/status/1789085605089128634)  2024-05-11T00:10Z [---] followers, [--] engagements


"@JerryCap I was thinking earlier about other compounders still not near the ATH. $SPGI was north of $480 I believe"  
[X Link](https://x.com/RAMCOCAPITAL/status/1789813914693222456)  2024-05-13T00:24Z [---] followers, [--] engagements


"@willis_cap @TheLAPurchaser Mmmm investors love a projected second half ramp"  
[X Link](https://x.com/RAMCOCAPITAL/status/1790803100711682440)  2024-05-15T17:55Z [---] followers, [--] engagements


"Am I making this up or did Combs say at some point he couldnt buy $CB at BRK due to some issues"  
[X Link](https://x.com/RAMCOCAPITAL/status/1790841683250201061)  2024-05-15T20:28Z [---] followers, [---] engagements


"@SPARCtanCapital I guess $CB was bought outside of the insurance companies"  
[X Link](https://x.com/RAMCOCAPITAL/status/1790853087218815374)  2024-05-15T21:13Z [---] followers, [---] engagements


"@BluthCapital Trimmed in an IRA. Own this $PM and $BTI. Still have a huge slug of $MO but definitely the one with the biggest TV risk"  
[X Link](https://x.com/RAMCOCAPITAL/status/1791544781551677563)  2024-05-17T19:02Z [---] followers, [---] engagements


"If someone put a gun to my head and made me explain what $NOW and $PANW do Id be dead boys"  
[X Link](https://x.com/RAMCOCAPITAL/status/1792707544760348966)  2024-05-21T00:02Z [---] followers, [---] engagements


"I think a lot about my old roommate who bought $AAPL before the [--] for [--] split on the thesis it could go back to $700 and how Id never have to crack open a K or Q again if I aped in with him"  
[X Link](https://x.com/RAMCOCAPITAL/status/1792708031643607370)  2024-05-21T00:04Z [---] followers, [---] engagements


"Talked to a guy from $CRWD at a wedding. No idea what they do either"  
[X Link](https://x.com/RAMCOCAPITAL/status/1795123159647064243)  2024-05-27T16:01Z [---] followers, [---] engagements


"@Larryjamieson_ profitable reinvest ops. These guys just tried to buy robot vacuums for $1B+. I think there is no end to them finding ways to burn cash"  
[X Link](https://x.com/RAMCOCAPITAL/status/1795459574452961434)  2024-05-28T14:18Z [---] followers, [--] engagements


"@AZLandInvestor @TheStalwart Are you taking a victory lap when $LEN is up 50%"  
[X Link](https://x.com/RAMCOCAPITAL/status/1795500668620300347)  2024-05-28T17:01Z [---] followers, [---] engagements


"@AsifSuria Think things are a bit overblown. What are your thoughts on the $MNST tender"  
[X Link](https://x.com/RAMCOCAPITAL/status/1795561200438133239)  2024-05-28T21:02Z [---] followers, [---] engagements


"@Akston_Capital @stoked_on_waves Which is almost 20% of the buyback no"  
[X Link](https://x.com/RAMCOCAPITAL/status/1796261633469083887)  2024-05-30T19:25Z [---] followers, [---] engagements


"$COST should be down double digits for rolling out an actual investor deck. Shameful"  
[X Link](https://x.com/RAMCOCAPITAL/status/1796520002373194172)  2024-05-31T12:32Z [---] followers, [---] engagements


"@BarrySchwartzBW What do you pay for a company that has little terminal value risk over your lifetime $CNI $MCO $COST in an uncertain world"  
[X Link](https://x.com/RAMCOCAPITAL/status/1796527842173522032)  2024-05-31T13:03Z [---] followers, [---] engagements


"@MadsCapital I need $TT to fall 20% now"  
[X Link](https://x.com/RAMCOCAPITAL/status/1796645915224088719)  2024-05-31T20:52Z [---] followers, [--] engagements


"Getting up to speed on $TT. Is there a very simple reason Im overlooking on why it trades at 30x earnings"  
[X Link](https://x.com/RAMCOCAPITAL/status/1796646406683349005)  2024-05-31T20:54Z [---] followers, [---] engagements


"@CurreenCR Wait is $MNST in free fall"  
[X Link](https://x.com/RAMCOCAPITAL/status/1798074191297822960)  2024-06-04T19:27Z [---] followers, [---] engagements


"My literal thoughts reading $CRWD print was not bad wonder why its down AH as it dipped to $303 only to slowly watch the humans overtake the algos"  
[X Link](https://x.com/RAMCOCAPITAL/status/1798095353754927308)  2024-06-04T20:51Z [---] followers, [---] engagements


"@CurreenCR @adibmoti Well this $MNST rip post tender is something"  
[X Link](https://x.com/RAMCOCAPITAL/status/1798709100194447603)  2024-06-06T13:30Z [---] followers, [---] engagements


"@NewInve99563444 @JerryCap I mean there are legitimate issues. Another $25MM-$30MM of optimization at $PEP in Q2. I cant remember the Q1 comms but thought it was mainly a Q1 not H1 headwind"  
[X Link](https://x.com/RAMCOCAPITAL/status/1801348498014519758)  2024-06-13T20:18Z [---] followers, [--] engagements


"@chitchatstocks People sleep on this and $CASY"  
[X Link](https://x.com/RAMCOCAPITAL/status/1803895541576929755)  2024-06-20T20:59Z [---] followers, [---] engagements


"@matthewstollers piece on $FICO is probably the best long thesis Ive read in some time"  
[X Link](https://x.com/RAMCOCAPITAL/status/1804702837735116883)  2024-06-23T02:27Z [---] followers, [--] engagements


"Peterson better not leave $SPGI before divesting mobility"  
[X Link](https://x.com/RAMCOCAPITAL/status/1806429726254260361)  2024-06-27T20:49Z [---] followers, [---] engagements


"$NKE is in a 60% draw down and is still at 25x"  
[X Link](https://x.com/RAMCOCAPITAL/status/1806746578826174465)  2024-06-28T17:48Z [---] followers, [---] engagements


"@AbraxasBridge @willis_cap Hoping people always cared about valuations of growth stocks that werent growing (Long $COST)"  
[X Link](https://x.com/RAMCOCAPITAL/status/1806827555594334629)  2024-06-28T23:10Z [---] followers, [--] engagements


"@JerryCap Thoughts on the $MSCI and $MCO ESG integration"  
[X Link](https://x.com/RAMCOCAPITAL/status/1810683749190828297)  2024-07-09T14:33Z [---] followers, [---] engagements


"@netcapgirl Add on $CRWD $NOW $PANW"  
[X Link](https://x.com/RAMCOCAPITAL/status/1811129092810625060)  2024-07-10T20:03Z [---] followers, [---] engagements


"Theres the $COST membership increase. New CFO jacking up fees and rolling out investor decks Top. (Both LONG and psychologically short)"  
[X Link](https://x.com/RAMCOCAPITAL/status/1811134550854226150)  2024-07-10T20:25Z [---] followers, [---] engagements


"@viggy_krishnan So $GOOGl hasnt found religion on capital allocation"  
[X Link](https://x.com/RAMCOCAPITAL/status/1812542399404794054)  2024-07-14T17:39Z [---] followers, [---] engagements


"@rev_cap You could do worse than $V and $MA"  
[X Link](https://x.com/RAMCOCAPITAL/status/1813748719797563796)  2024-07-18T01:32Z [---] followers, [---] engagements


"@returnoncap If its anything like the $AAPL trim $BAC shareholders will be fine"  
[X Link](https://x.com/RAMCOCAPITAL/status/1814717087559897518)  2024-07-20T17:40Z [---] followers, [---] engagements


"@Larryjamieson_ You dont like outsourcing conviction"  
[X Link](https://x.com/RAMCOCAPITAL/status/1814811928620838916)  2024-07-20T23:57Z [---] followers, [---] engagements


"@Larryjamieson_ Joking aside you literally own $MCO and $FICO which are peppered throughout these 13-Fs"  
[X Link](https://x.com/RAMCOCAPITAL/status/1814989529150795828)  2024-07-21T11:43Z [---] followers, [---] engagements


"Probably worse for $RTX "Airbus $AIR is exploring options to offer Rolls-Royces $RR latest engine technology on the successor to its best-selling A320neo family of aircraft" (WSJ) This would be a 3rd option after CFM (Safran $SAF and $GE) and $RTX so negative for the latter two But it may not happen "Airbus $AIR is exploring options to offer Rolls-Royces $RR latest engine technology on the successor to its best-selling A320neo family of aircraft" (WSJ) This would be a 3rd option after CFM (Safran $SAF and $GE) and $RTX so negative for the latter two But it may not happen"  
[X Link](https://x.com/RAMCOCAPITAL/status/1815831936721641896)  2024-07-23T19:30Z [---] followers, [---] engagements


"@TheLAPurchaser @viggy_krishnan @DummyCapital @BichonRedux So the semicaps will be the last to blow Time to sell the strong $KLAC print and guide"  
[X Link](https://x.com/RAMCOCAPITAL/status/1816314716568052073)  2024-07-25T03:29Z [---] followers, [---] engagements


"@thepupil11 Its not but combined with the other allegations its (clearly) bad"  
[X Link](https://x.com/RAMCOCAPITAL/status/1816833369038115244)  2024-07-26T13:50Z [---] followers, [----] engagements


"@rhunterh @compoundpapi @TobaccoVeggie Sub $6 Chipotle Michael Phelps dominating China was just cheap labor. Peak America"  
[X Link](https://x.com/RAMCOCAPITAL/status/1817671889415713213)  2024-07-28T21:22Z [---] followers, [---] engagements


"@Connor_J_Hughes By stability you mean never taking a regular season snap together"  
[X Link](https://x.com/RAMCOCAPITAL/status/1817939554894008678)  2024-07-29T15:05Z [---] followers, [---] engagements


"@EddyElfenbein Bow down to $MCO that ripped on an $SPGI report that sent $SPGI down"  
[X Link](https://x.com/RAMCOCAPITAL/status/1818390248042164730)  2024-07-30T20:56Z [---] followers, [--] engagements


"@viggy_krishnan Ah so this is why $MCO and $SPGI have absolutely ripped"  
[X Link](https://x.com/RAMCOCAPITAL/status/1819702686654115945)  2024-08-03T11:51Z [---] followers, [--] engagements


"@BarrySchwartzBW There was a $MCO tick at $400 and a $COST mid-700s"  
[X Link](https://x.com/RAMCOCAPITAL/status/1820506334896259392)  2024-08-05T17:05Z [---] followers, [---] engagements


"@TheTranscript_ Similar comments from $MUSA"  
[X Link](https://x.com/RAMCOCAPITAL/status/1821688657444561366)  2024-08-08T23:23Z [---] followers, [---] engagements


"@matthewstoller Yeah man this is a bad take. Jews are in power so antisemitism isnt a problem is like saying racism isnt a big deal because there are plenty of black Americans in power"  
[X Link](https://x.com/RAMCOCAPITAL/status/1823729608115761491)  2024-08-14T14:33Z [---] followers, [---] engagements


"@PinNick07535790 TCI sold off all $TMO"  
[X Link](https://x.com/RAMCOCAPITAL/status/1823737353153994903)  2024-08-14T15:04Z [---] followers, [--] engagements


"Ted going hog wild with $ULTA $FND while Todd finally buying the right aerospace co ($HEI)"  
[X Link](https://x.com/RAMCOCAPITAL/status/1823816630402736343)  2024-08-14T20:19Z [---] followers, [---] engagements


"@JerryCap And slashing $CHTR right before that godly print"  
[X Link](https://x.com/RAMCOCAPITAL/status/1823823898028466327)  2024-08-14T20:47Z [---] followers, [---] engagements


"Carrier expects to redeploy the estimated $2.2 billion in net proceeds from the transaction towards share repurchases. Transformation complete $CARR"  
[X Link](https://x.com/RAMCOCAPITAL/status/1824059714511962520)  2024-08-15T12:24Z [---] followers, [---] engagements


"$MUSA with the 2% and 13% QoQ and YoY respectively dividend growth. Going to be the $AAPL model where the total dividend payments may end up going down as 1mm shares get retired per year"  
[X Link](https://x.com/RAMCOCAPITAL/status/1824184031031988654)  2024-08-15T20:38Z [---] followers, [---] engagements


"@PythiaR @LeveragedBunny When you buying back into $TDG"  
[X Link](https://x.com/RAMCOCAPITAL/status/1824587193366483450)  2024-08-16T23:21Z [---] followers, [---] engagements


"@ArbitrageDaks lol true. Prolly $ETRN"  
[X Link](https://x.com/RAMCOCAPITAL/status/1825635386871394762)  2024-08-19T20:46Z [---] followers, [--] engagements


"There is something sick about $CNI and $CP being up on the day"  
[X Link](https://x.com/RAMCOCAPITAL/status/1826715730135712043)  2024-08-22T20:19Z [---] followers, [---] engagements


"@Akston_Capital Strongly disagree. That paragraph that says well run does not apply to $AAP. Thats not a company beaten down because of a miss its a poorly run company with horrible capital allocation that has been in a downtrend for years. Thats not what Joel is talking about"  
[X Link](https://x.com/RAMCOCAPITAL/status/1827439677634441530)  2024-08-24T20:15Z [---] followers, [---] engagements


"Up 1.38% in my 50/50 $MCO $COST portfolio. Could you handle this type of swing in your portfolio 🔴6.23% today. Could you handle this type of swing in your portfolio https://t.co/bSnWX1zzZb 🔴6.23% today. Could you handle this type of swing in your portfolio https://t.co/bSnWX1zzZb"  
[X Link](https://x.com/RAMCOCAPITAL/status/1828545377357730072)  2024-08-27T21:29Z [---] followers, [---] engagements


"$DG trading at 16x earnings multiple PM off horrid results. Last time this stock was sub $100 was 2018"  
[X Link](https://x.com/RAMCOCAPITAL/status/1829122903490666989)  2024-08-29T11:44Z [---] followers, [---] engagements


"@MoS_Investing $MUSA"  
[X Link](https://x.com/RAMCOCAPITAL/status/1829854861631864905)  2024-08-31T12:12Z [---] followers, [--] engagements


"$TDG with that chunky special dividend"  
[X Link](https://x.com/RAMCOCAPITAL/status/1830947673442066753)  2024-09-03T12:35Z [---] followers, [---] engagements


"@JerryCap $MCO $SGPI"  
[X Link](https://x.com/RAMCOCAPITAL/status/1830995841693143206)  2024-09-03T15:46Z [---] followers, [---] engagements


"@MadsCapital Finally pulled the trigger on quality compounders $TDG $FICO on the dip. These buying opportunities dont come around often"  
[X Link](https://x.com/RAMCOCAPITAL/status/1831065697348378751)  2024-09-03T20:24Z [---] followers, [---] engagements


"My $TDG thesis is organic revenue growth of 4% inorganic growth of 3% and it rerates to 50x EBITDA"  
[X Link](https://x.com/RAMCOCAPITAL/status/1831417690155852252)  2024-09-04T19:42Z [---] followers, [---] engagements


"@AaronFielding_ @JerryCap Didnt they say on the last earnings call it was $20MM a quarter of resizing That was the question I cant remember the answer"  
[X Link](https://x.com/RAMCOCAPITAL/status/1831418172463088092)  2024-09-04T19:44Z [---] followers, [--] engagements


"Name a more iconic duo than $CRM and incinerating shareholder capital. Ill wait"  
[X Link](https://x.com/RAMCOCAPITAL/status/1831808371051393261)  2024-09-05T21:35Z [---] followers, [---] engagements


"And now $CNI walks back the 10%-15% EPS CAGR over the next [--] years $CNI erasing that previously deserved premium. Tough print for $CNI analysts had been questioning that 10% diluted EPS growth. Tough print for $CNI analysts had been questioning that 10% diluted EPS growth"  
[X Link](https://x.com/RAMCOCAPITAL/status/1833851545944809642)  2024-09-11T12:54Z [---] followers, [----] engagements


"@invertedfragil1 Which will say no one can touch $AAPL $MCO $KO $AXP"  
[X Link](https://x.com/RAMCOCAPITAL/status/1838737146619765160)  2024-09-25T00:27Z [---] followers, [---] engagements


"@BluthCapital Props to Zuck. Dude never wants to lose hardware again. Hes going to keep taking shots on goal until he lands and is handing out a small dividend to keep the shareholder base quiet"  
[X Link](https://x.com/RAMCOCAPITAL/status/1839021670897483786)  2024-09-25T19:18Z [---] followers, [--] engagements


"The DOJ put out the best debit card primer for anyone ever wanting to get up to speed on the industry. $V $MA"  
[X Link](https://x.com/RAMCOCAPITAL/status/1839132357611151414)  2024-09-26T02:38Z [---] followers, [---] engagements


"Only half the world thinks you shouldnt lie about your income on a loan application $FICO"  
[X Link](https://x.com/RAMCOCAPITAL/status/1839283313996976500)  2024-09-26T12:38Z [---] followers, [---] engagements


"@Larryjamieson_ Bull thesis is they all band together and plow all FCF into lobbying to breach the $FICO regulatory moat"  
[X Link](https://x.com/RAMCOCAPITAL/status/1840567642244997159)  2024-09-30T01:41Z [---] followers, [---] engagements


"@Mr_Neutral_Man Taking a W 2-weeks in"  
[X Link](https://x.com/RAMCOCAPITAL/status/1844043902350934473)  2024-10-09T15:55Z [---] followers, [---] engagements


"$C Services is a beast. Not a stretch to argue that may be worth more than the entire enterprise"  
[X Link](https://x.com/RAMCOCAPITAL/status/1846172256361218239)  2024-10-15T12:52Z [---] followers, [---] engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

### Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._ 
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._ 
+ **start**: _The start time (unix timestamp) to go back to._ 
+ **end**: _The end time (unix timestamp) to stop at._ 

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```



Example response:

```json
{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}
```

Schema:

+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions




---

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing