# ![@RagingVentures Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1339038228087775233.png) @RagingVentures Raging Capital Ventures

Raging Capital Ventures posts on X about ai, in the, balance sheet, $tost the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1339038228087775233/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1339038228087775233/c:line/m:interactions.svg)

- [--] Week [---------] +296%
- [--] Month [---------] +860%
- [--] Months [---------] +175%
- [--] Year [---------] +110%

### Mentions: [--] [#](/creator/twitter::1339038228087775233/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1339038228087775233/c:line/m:posts_active.svg)

- [--] Week [--] +98%
- [--] Month [---] +144%
- [--] Months [---] +55%
- [--] Year [---] +35%

### Followers: [------] [#](/creator/twitter::1339038228087775233/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1339038228087775233/c:line/m:followers.svg)

- [--] Week [------] +0.05%
- [--] Month [------] +0.23%
- [--] Months [------] +0.75%
- [--] Year [------] +1.80%

### CreatorRank: [-------] [#](/creator/twitter::1339038228087775233/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1339038228087775233/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #3401 [finance](/list/finance)  #5605 [technology brands](/list/technology-brands)  14.16% [cryptocurrencies](/list/cryptocurrencies)  #2455 [countries](/list/countries)  7.96% [social networks](/list/social-networks)  1.77% [currencies](/list/currencies)  1.77% [travel destinations](/list/travel-destinations)  1.77% [automotive brands](/list/automotive-brands)  0.88% [musicians](/list/musicians)  0.88%

**Social topic influence**
[ai](/topic/ai) 15.04%, [in the](/topic/in-the) 6.19%, [balance sheet](/topic/balance-sheet) #1305, [$tost](/topic/$tost) #8, [strong](/topic/strong) 5.31%, [business](/topic/business) 5.31%, [$hubs](/topic/$hubs) #12, [$pltr](/topic/$pltr) 4.42%, [$estc](/topic/$estc) #2, [debt](/topic/debt) #210

**Top accounts mentioned or mentioned by**
[@ericallen99](/creator/undefined) [@itsdanielwu](/creator/undefined) [@imnicklovinit](/creator/undefined) [@negligiblecap](/creator/undefined) [@dshephard](/creator/undefined) [@trackdalf](/creator/undefined) [@beatlesonbankin](/creator/undefined) [@valleyinvesting](/creator/undefined) [@dissectmarkets](/creator/undefined) [@alexbruesewitz](/creator/undefined) [@longshorteqt](/creator/undefined) [@ultradeep3](/creator/undefined) [@charlesgoodnig1](/creator/undefined) [@inttradenetwork](/creator/undefined) [@vdmandele](/creator/undefined) [@kermankohli](/creator/undefined) [@andrewcoye](/creator/undefined) [@stockjabber](/creator/undefined) [@justinrtipton](/creator/undefined) [@svrnco](/creator/undefined)

**Top assets mentioned**
[Toast, Inc. (TOST)](/topic/$tost) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Elastic N.V. (ESTC)](/topic/$estc) [Sprinklr Inc. (CXM)](/topic/$cxm) [Workday Inc (WDAY)](/topic/$wday) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Bill.com Holdings, Inc. (BILL)](/topic/$bill) [Enerflex Ltd. (EFXT)](/topic/$efxt) [NVIDIA Corp. (NVDA)](/topic/$nvda) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [Bitcoin (BTC)](/topic/$btc) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Micron Technology, Inc. (MU)](/topic/$mu) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Apple, Inc. (AAPL)](/topic/$aapl) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Maravai LifeSciences Holdings, Inc.  (MRVI)](/topic/$mrvi) [Aris Water Solutions, Inc. (ARIS)](/topic/$aris) [Western Midstream Partners, LP. (WES)](/topic/$wes) [IBM (IBM)](/topic/ibm) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Versant Media Group, Inc. Class A Common Stock (VSNT)](/topic/$vsnt) [Charter Communications Inc (CHTR)](/topic/$chtr) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Corning Incorporated (GLW)](/topic/$glw) [Factset Research Systems, Inc. (FDS)](/topic/$fds)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$OWL on data center financing returns. Can someone explain to me how an 8% cap rate escalating at 3% annually over 20-years translates into a 17% compounded return Are they contributing this into a very levered CLO structure"  
[X Link](https://x.com/RagingVentures/status/2021592385491185704)  2026-02-11T14:29Z 57.4K followers, 24.6K engagements


"RT @alexbruesewitz: Hey Bloomberg please add the fact that she was Obamas former White House counsel to your headline. Kind of a major de"  
[X Link](https://x.com/RagingVentures/status/2022298682058489865)  2026-02-13T13:15Z 57.4K followers, [----] engagements


"Excited to share this interview with successful serial entrepreneur Sumit Agarwal. Sumit discusses the latest AI developments with a focus on OpenAI $GOOG $AAPL and Cloudflare. Full interview here: 1/2 https://ragingcapitalventures.com/the-potential-for-consumer-ai/ https://ragingcapitalventures.com/the-potential-for-consumer-ai/"  
[X Link](https://x.com/RagingVentures/status/2020157244759830652)  2026-02-07T15:26Z 57.4K followers, 10.3K engagements


"Bought some $TOST after hours sub $23. Limited to no AI-disruption risk and an incredible long-term franchise. Q4 earnings and guide seem fine seems like $TOSTs usual conservatism. $TOST has a strong balance sheet and has done a great job with operating leverage. The primary issue is overall multiple compression/collapse in the sector. https://twitter.com/i/web/status/2022059952131465369 https://twitter.com/i/web/status/2022059952131465369"  
[X Link](https://x.com/RagingVentures/status/2022059952131465369)  2026-02-12T21:27Z 57.4K followers, 14.8K engagements


"@longshorteqt Pretty crazy trading in both $TOST and $HUBS after their numbers this week"  
[X Link](https://x.com/RagingVentures/status/2022320296410132668)  2026-02-13T14:41Z 57.4K followers, [---] engagements


"My trainer informed me that he's back in the trading business (using $SQ's Cash App) after a two-year hiatus. He's long $NVDA long $BTC long $AMC (because it has always been good to him) long $PLTR and he's trying to "swing trade" names like $VMEO & $HIMS"  
[X Link](https://x.com/RagingVentures/status/1773426507529990503)  2024-03-28T19:06Z 57.4K followers, 66K engagements


"Sprinklr ($CXM): Down -28% in '24 to $8.50 $CXM is a sticky enterprise software company with a strong balance sheet trading at a low multiple. New mgmt is talking a good game about cutting costs and improving sales efficiency and AI could provide a new growth vector. 6/10"  
[X Link](https://x.com/RagingVentures/status/1874200704153509947)  2024-12-31T21:07Z 57.3K followers, 18.9K engagements


"Maravai Lifesciences ($MRVI): Down -20% in '24 as the bloom came off the mRNA rose (due to COVID backlash) $MRVI has a dominant CDMO platform for mRNA & CAR-T. $MRVI should grow due to new cancer gene editing and rare disease therapies. Also a take-out candidate. 7/10"  
[X Link](https://x.com/RagingVentures/status/1874200705776689201)  2024-12-31T21:07Z 57.3K followers, [----] engagements


"$NGL mgmt commenting on $WES acquisition of $ARIS; $NGL bought back 3.5% of its LP units at $4.30 per share in the latest Q"  
[X Link](https://x.com/RagingVentures/status/1954333608455426498)  2025-08-10T00:06Z 57.4K followers, [----] engagements


"Thoma Bravo is gobbling up all sorts of SaaS plays. I own $BILL and $CXM and keep close tabs on $ESTC and $PD. I also bought a little $PAR on this recent weakness despite the soft macro. Any other good ideas"  
[X Link](https://x.com/RagingVentures/status/1970183246991233523)  2025-09-22T17:47Z 57.3K followers, 28.5K engagements


"Enerflex $EFXT / $EFX.TO is like the little engine that could. today with news that they're issuing $400 mm of new [----] Senior *Unsecured* Notes and calling $562.50 of [----] Senior *Secured* 9% Notes. Price talk is 7-7.5% on the new notes. Debt is now sub 1.5x EBITDA. $EFXT is up over 50% this year and has nearly tripled over the last few years. The business generates strong FCF with growth opportunities in compression and power generation. The equity valuation remains undemanding and we continue to hold the bulk of our original shares. https://twitter.com/i/web/status/1995539953904750942"  
[X Link](https://x.com/RagingVentures/status/1995539953904750942)  2025-12-01T17:06Z 57.4K followers, 12.3K engagements


"Really proud of our returns in [----] Many of our core positions such as $FPH $EFXT $FRFHF and Alphawave had tremendous years while we were also nimble enough to take advantage of numerous long and short trading opportunities amid a volatile environment. Was fortunate to have meaningful precious metals exposure but overall our nominal investment returns trailed Golds +63% return. The depreciation of the USDs purchasing power is sobering. The professionals can enjoy the break for a day - it is back to zero on Friday. Good luck in [----] https://twitter.com/i/web/status/2006554391751340236"  
[X Link](https://x.com/RagingVentures/status/2006554391751340236)  2026-01-01T02:33Z 57.4K followers, [----] engagements


"I disagree. I think legacy applications and middleware from companies like $CSU.TO or $IBM are most exposed as AI eliminates many of the historical ETL barriers-to-switch: Upgrading to modern SaaS solutions and systems of record will now be much easier and cheaper. Call me out in a few years when all my software investments go to zero: AI (incl. vibe coding) commoditizes code not systems of record. CSU owns missioncritical systems of record in niche markets. Those moats are data workflows integrations & switching costs not the Call me out in a few years when all my software investments go to"  
[X Link](https://x.com/RagingVentures/status/2014191205563732371)  2026-01-22T04:19Z 57.3K followers, 42.3K engagements


"Is $PLTR finally safe to short Stock has had no teeth as of late"  
[X Link](https://x.com/RagingVentures/status/2016562738659529208)  2026-01-28T17:23Z 57.4K followers, [----] engagements


"@JerryCap $CSU.TO sells (mediocre) legacy niche software which previously had massive switching costs with limited switching options. Switching costs are now likely going to massively decline and switching options will proliferate"  
[X Link](https://x.com/RagingVentures/status/2017058693695607035)  2026-01-30T02:14Z 57.3K followers, [---] engagements


"My Tahoe is backed up again today and being filled with $CXM. Not the same quality level as a $ESTC or a $WDAY but it has a strong balance sheet profitable operations and at 1.5x scaled EV/Sales I will take my chances. It is hard to get hurt falling off a curb"  
[X Link](https://x.com/RagingVentures/status/2017300924620734591)  2026-01-30T18:16Z 57.4K followers, [----] engagements


"It is a full on SaaS crash now"  
[X Link](https://x.com/RagingVentures/status/2018708598377881895)  2026-02-03T15:30Z 57.3K followers, 21.7K engagements


"I've been trying to bottom pick these stocks. I would be smarter to put on my short selling hat and figure out what the AI stream roller runs over next"  
[X Link](https://x.com/RagingVentures/status/2018725878058844488)  2026-02-03T16:38Z 57.3K followers, [----] engagements


"For whatever little it is worth my biggest SaaS holdings are currently: $ESTC $WDAY $BILL $CXM and $PAR"  
[X Link](https://x.com/RagingVentures/status/2018791067966152969)  2026-02-03T20:57Z 57.4K followers, 12K engagements


"Thank heavens for energy infrastructure: $EFXT $EFX.TO is up 25% YTD. While the valuation is still not overly demanding and there could be a data center angle this was a very large position for me and I have now boxed around 35% of it. Enerflex $EFXT / $EFX.TO is like the little engine that could. today with news that they're issuing $400 mm of new [----] Senior *Unsecured* Notes and calling $562.50 of [----] Senior *Secured* 9% Notes. Price talk is 7-7.5% on the new notes. Debt is now sub 1.5x EBITDA. $EFXT Enerflex $EFXT / $EFX.TO is like the little engine that could. today with news that"  
[X Link](https://x.com/RagingVentures/status/2018792710308860323)  2026-02-03T21:04Z 57.4K followers, [----] engagements


"$CMCSA has shown some signs of life particularly after adding back the value of the $VSNT spin. I am peeling off some of these long-dated calls but am not touching the large common stock position I accumulated in H2 '25. I also recently purchased $CHTR. $WBD worked out quite nicely over the past two or so years although I was a little too quick to hedge out a lot of my position in the high teens. Focused on $CMCSA now been buying long dated out of the money [----] calls $WBD worked out quite nicely over the past two or so years although I was a little too quick to hedge out a lot of my position"  
[X Link](https://x.com/RagingVentures/status/2018793127864385831)  2026-02-03T21:06Z 57.4K followers, [----] engagements


"I bought some $BWEN at these $2.15-2.40 prices. Valuation isnt challenging and balance sheet is fine. Domestic manufacturing is good place to be. Wind tower biz is headwind (maybe too big of a headwind) but turbines are booming. Hoping cost issues are transitory $BWEN incredibly bad. The GEV turbine growth story playing out orders +70% organic growth +20% but the margins are just shit. Never been this mis-guided by a management team on margins before tbh sad to see cause it has so much potential. Usually hardest part is revenue $BWEN incredibly bad. The GEV turbine growth story playing out"  
[X Link](https://x.com/RagingVentures/status/2019789067894882443)  2026-02-06T15:03Z 57.4K followers, [----] engagements


"Whats the $MU EPS whisper for [--] / [--] Could they make $70 More With stock at $385 and $435 billion of market cap setup to be short seems to be coming soon. Cant see it trading for more than 5x peak. Thoughts"  
[X Link](https://x.com/RagingVentures/status/2019804039878455511)  2026-02-06T16:03Z 57.4K followers, 14K engagements


"Spent some time looking at $GLW last night. $100 billion market cap and 30x [--] EPS estimates. Are we really going to have to relearn [----] lessons"  
[X Link](https://x.com/RagingVentures/status/2019805028702413023)  2026-02-06T16:06Z 57.4K followers, [----] engagements


"@Fierce__beast @firstadopter $FDS has a problem with their UI / front end and will need to spend aggressively to upgrade and better compete. Their data history and library is immensely valuable though and much more than just scraping some SEC filings (which in itself is unreliable and rife with issues)"  
[X Link](https://x.com/RagingVentures/status/2019808890763006213)  2026-02-06T16:22Z 57.3K followers, [----] engagements


"@itsDanielWu $450 b is a lot of market cap"  
[X Link](https://x.com/RagingVentures/status/2019888278519050297)  2026-02-06T21:37Z 57.4K followers, [---] engagements


"Sumit also shares details on his AI-startup Ario which is building the data enablement layer for consumer AI and agentic workflows. He also talks about some lessons from his past startups including Shape Security which was sold to $FFIV for $1 billion. Interview: 2/2 https://ragingcapitalventures.com/the-potential-for-consumer-ai/ https://ragingcapitalventures.com/the-potential-for-consumer-ai/"  
[X Link](https://x.com/RagingVentures/status/2020157246999552383)  2026-02-07T15:26Z 57.3K followers, [----] engagements


"Im a glutton. Ran a HF for [--] years known for its short selling (including managing short only money) with significant alpha generation. Most stocks underperform over time and it is a misnomer to think you can only make 100% on a short (you can short and press the same stock over and over again). In addition to the structural inefficiencies that benefit short sellers it sure is nice to have a hedge when markets are rocky. The short book allows you to play your long book more aggressively when times are good and bad. Cheers https://twitter.com/i/web/status/2020302127281713641"  
[X Link](https://x.com/RagingVentures/status/2020302127281713641)  2026-02-08T01:02Z 57.3K followers, [---] engagements


"RT @negligible_cap: Insurance brokers are getting crushed today after OpenAI approved the first insurer-built AI app on ChatGPT - $WTW $AJ"  
[X Link](https://x.com/RagingVentures/status/2021017034159734796)  2026-02-10T00:23Z 57.4K followers, [--] engagements


"RT @TedHZhang: Here is a YouTube playlist I created of [--] long-form Stanley Druckenmiller interviews Ive found. Ive seen most of them and"  
[X Link](https://x.com/RagingVentures/status/2021017614575874377)  2026-02-10T00:25Z 57.4K followers, [---] engagements


"RT @Ultradeep3: $RIG $VAL"  
[X Link](https://x.com/anyuser/status/2021019355345977492)  2026-02-10T00:32Z 57.3K followers, [--] engagements


"@dshephard @CharlesGoodnig1 Good thoughts but I think it is likely that $GOOG and $AMZN capex guides might be as good as it gets for the AI spending parabola. Obv timing isnt easy but it often pays to short as good as it gets"  
[X Link](https://x.com/RagingVentures/status/2021024292972925259)  2026-02-10T00:51Z 57.3K followers, [---] engagements


"@Leoskie_L @trackdalf U.S. position should help. Memory is very cyclical though. $MU trades at something like 6x invested capital"  
[X Link](https://x.com/RagingVentures/status/2021028251200811141)  2026-02-10T01:07Z 57.3K followers, [---] engagements


"@IntTradeNetwork Im pretty sure you just saw peak capex guide with $AMZN / $GOOG"  
[X Link](https://x.com/RagingVentures/status/2021028922624966797)  2026-02-10T01:10Z 57.3K followers, [---] engagements


"@itsDanielWu $TSLA has best AI software (FSD) and an emerging AI semiconductor biz"  
[X Link](https://x.com/RagingVentures/status/2021029264234287477)  2026-02-10T01:11Z 57.3K followers, [---] engagements


"@vdmandele Repairing decades of broken trade policies that have decimated U.S. working class jobs and families isnt easy work but it is important"  
[X Link](https://x.com/RagingVentures/status/2021030782794342579)  2026-02-10T01:17Z 57.3K followers, [--] engagements


"@beatlesonbankin Trump could use some class I agree. Canada needs to play ball on transshipments thats critical to US national security. It is not up to Carney. Additionally with Canada and Greenland Trump has smartly created geopolitical offsets to Chinas constant Taiwanese threats"  
[X Link](https://x.com/RagingVentures/status/2021033912940573056)  2026-02-10T01:30Z 57.3K followers, [--] engagements


"@valleyinvesting Buy SK Hynix then"  
[X Link](https://x.com/RagingVentures/status/2021050980243218728)  2026-02-10T02:37Z 57.3K followers, [--] engagements


"@kermankohli Compute grew inference will grow. Doesnt suspend cycles"  
[X Link](https://x.com/RagingVentures/status/2021051094705766600)  2026-02-10T02:38Z 57.3K followers, [--] engagements


"NBC should have its broadcast license suspended for a year 🚨The Apple Music Super Bowl LX Halftime Show was pure smut brazenly aired on national television for every American family to witness. Children were forced to endure explicit displays of gay sexual acts women gyrating provocatively and Bad Bunny shamelessly grabbing his https://t.co/wcWTofhQQn 🚨The Apple Music Super Bowl LX Halftime Show was pure smut brazenly aired on national television for every American family to witness. Children were forced to endure explicit displays of gay sexual acts women gyrating provocatively and Bad"  
[X Link](https://x.com/RagingVentures/status/2021059000218071066)  2026-02-10T03:09Z 57.4K followers, 26.6K engagements


"RT @BreezeFor1407: @RealSimpleAriel great site to check what conferences are happening & who is speaking when https://marketchameleon.com/Calendar/CompanyEvents https://marketchameleon.com/Calendar/CompanyEvents"  
[X Link](https://x.com/RagingVentures/status/2021296378857541657)  2026-02-10T18:53Z 57.3K followers, [--] engagements


"RT @marginofdanger: $FPH announces deal with Blue Owl whereby Blue Owl receives warrants for 1% of $FPH at a $7/share price subject to inv"  
[X Link](https://x.com/RagingVentures/status/2021391817678389645)  2026-02-11T01:12Z 57.4K followers, [--] engagements


"RT @claudeai: Cowork is now available on Windows. Were bringing full feature parity with MacOS: file access multi-step task execution p"  
[X Link](https://x.com/RagingVentures/status/2021405648139976737)  2026-02-11T02:07Z 57.4K followers, [----] engagements


"RT @Beth_Kindig: Intel CEO Lip-Bu Tan: I think in terms of the AI the biggest challenge I think for a lot of my customer is memory. M"  
[X Link](https://x.com/RagingVentures/status/2021407604552159717)  2026-02-11T02:15Z 57.4K followers, [--] engagements


"RT @Hedgeye: 🚨 US Oil Production Turns Negative Year-Over-Year for First Time Since 2021"  
[X Link](https://x.com/RagingVentures/status/2021407808118456738)  2026-02-11T02:15Z 57.4K followers, [--] engagements


"RT @RihardJarc: A $GOOGL employee explains why TPU advantage works well only if you have bigger clusters of TPUs ( [----] or more ) and why"  
[X Link](https://x.com/RagingVentures/status/2021422170199773534)  2026-02-11T03:12Z 57.4K followers, [--] engagements


"RT @andrewcoye: "So I am extremely bullish on the prediction markets. I think this is going to be the biggest thing that happened in our bu"  
[X Link](https://x.com/RagingVentures/status/2021553330280096010)  2026-02-11T11:54Z 57.3K followers, [--] engagements


"RT @andrewcoye: "We don't understand tokenization. We don't understand the economic value. We have open ears on anybody in the room or else"  
[X Link](https://x.com/RagingVentures/status/2021553356368642357)  2026-02-11T11:54Z 57.4K followers, [--] engagements


"RT @negligible_cap: AI is making everyone sell first and think later. Yesterday was financial advisors [--] days ago was insurance brokers e"  
[X Link](https://x.com/RagingVentures/status/2021706616681164837)  2026-02-11T22:03Z 57.3K followers, [--] engagements


"RT @DannyOcean555: @snowmanllc Im way overdue for renaming the watchlist"  
[X Link](https://x.com/anyuser/status/2021709894030962806)  2026-02-11T22:16Z 57.3K followers, [--] engagements


"@dissectmarkets Have not dug in lately but in general I view $MNDY as a simpler / less defensive use case thats marketing intensive. Even before AI it was very much about the marketing"  
[X Link](https://x.com/RagingVentures/status/2021798021508251876)  2026-02-12T04:06Z 57.4K followers, [---] engagements


"RT @negligible_cap: On todays episode of what will AI replace and cause a violent selloff in: Transportation / Logistics companies $RXO"  
[X Link](https://x.com/RagingVentures/status/2021979806968250396)  2026-02-12T16:08Z 57.4K followers, [--] engagements


"RT @GavinSBaker: HBM DRAM DRAM NAND from a long term undersupply (longest to shortest) and China risk (lowest to highest) perspective"  
[X Link](https://x.com/RagingVentures/status/2021979944344228049)  2026-02-12T16:09Z 57.4K followers, [--] engagements


"RT @alexbruesewitz: Hi Wall Street Journal heres a better headline for you: Obamas close friend and former White House counsel Kathryn R"  
[X Link](https://x.com/RagingVentures/status/2022279365657063665)  2026-02-13T11:59Z 57.4K followers, [----] engagements


"Who needed to buy $EPD up 5% at $37.20 ahead of the long weekend Feels like short covering/de-grossing by some big book. Cable stocks felt similar this week too. Any other odd funding shorts that were up this week"  
[X Link](https://x.com/RagingVentures/status/2022418098897457435)  2026-02-13T21:10Z 57.4K followers, [----] engagements


"@StockJabber IRRs have been higher for privates but returns are very lumpy (one $TOST or Facebook or Massage Envy covers a lot of sins). Also new private positions are generally only a fraction of the capital deployed in a public idea. Knock on wood"  
[X Link](https://x.com/RagingVentures/status/2022660672488903139)  2026-02-14T13:14Z 57.4K followers, [---] engagements


"I bought a bunch of $WLTH this week. At $7.80 this broken IPO (went public in Dec at $14) is a sub $1.1 b EV with $400 mm+ in cash and no debt. Trades for around 6.5x run rate EV/EBITDA and is capital light. Primary risk is lower interest rates which could lead to outflows and lower spreads on their cash mgmt biz which is their biggest earner. Their investment robo-advisory biz is also exposed to market volatility. Still theyve been growing customers nicely and are rolling out new features like mortgage lending. I see limited AI risk given their very low investment advisory fees. Theres a"  
[X Link](https://x.com/RagingVentures/status/2022684076788847016)  2026-02-14T14:47Z 57.4K followers, 17.9K engagements


"Folks are drinking a lot of Kool Aid Dario threw out a $300 billion a year of compute number off hand. That's probably in the ball park. Imagine going from $10 billion to $300 billion of compute IN TWO YEARS. Nvidia has the the best supply chain allocations too. "Is there more gains from buying like Dario threw out a $300 billion a year of compute number off hand. That's probably in the ball park. Imagine going from $10 billion to $300 billion of compute IN TWO YEARS. Nvidia has the the best supply chain allocations too. "Is there more gains from buying like"  
[X Link](https://x.com/RagingVentures/status/2022769045678719475)  2026-02-14T20:24Z 57.4K followers, 22.2K engagements


"BONUS FLIER PICK: Latch ($LTCH): Down -82% in '24 to [--] cents as this vintage [----] SPAC struggled on all fronts. While info is scant $LTCH has begun to make its filings & disclosed material cash in the past. With a little luck maybe $LTCH could be a $BZFD redux in '25. 10/10"  
[X Link](https://x.com/RagingVentures/status/1874200710553932034)  2024-12-31T21:07Z 57.4K followers, 31.5K engagements


"Bought some $WDAY $HUBS and $ESTC for my kids accounts today"  
[X Link](https://x.com/RagingVentures/status/2011906496611655899)  2026-01-15T21:01Z 57.4K followers, 24.9K engagements


"Backed up my Tahoe and bought a lot of $ESTC around $66 godspeed"  
[X Link](https://x.com/RagingVentures/status/2016968165150916904)  2026-01-29T20:14Z 57.4K followers, [----] engagements


"Totally agree with this. It's worth putting on your short seller hats. I was close to shorting $LZ and $WIX last week but sat on my hands. Who's next after $U $TRI et al I remember like [--] decades ago when every PM suddenly had to review each CUSIP for asbestos risk and dump any offenders. Today is day [--] of big funds seriously asking about AI risk. The selling is gonna get much worse before we bottom. No sense even thinking about bottom fishing https://t.co/jgblw6vBRL I remember like [--] decades ago when every PM suddenly had to review each CUSIP for asbestos risk and dump any offenders. Today"  
[X Link](https://x.com/RagingVentures/status/2018793606568608060)  2026-02-03T21:07Z 57.4K followers, 25.3K engagements


"Very nice $BILL Q: - Growth accelerated w/improved transaction metrics - Product dev is building steam & leveraging growing network effects - Tight cost controls suggest $BILL could soon enjoy $TOST-like op leverage break-out One can worry about competition with Ramp at the low end but Claude isnt going to build a two-sided payment network like $BILL. It is crazy the stock is down -33% in the past month. Cant wait for $BILLs large stock buyback to be back in the market https://twitter.com/i/web/status/2019567211132617004 https://twitter.com/i/web/status/2019567211132617004"  
[X Link](https://x.com/RagingVentures/status/2019567211132617004)  2026-02-06T00:21Z 57.4K followers, [----] engagements


"T. Rowe's New Horizons' growth fund is hiring a pair of small / mid cap generalists. Here's the job posting for those who are interested: https://troweprice.wd5.myworkdayjobs.com/en-US/TRowePrice/job/Investment-Analyst--SMID-Cap-Generalist_79875 I caught up with my friend Shaun Currie who recently became the portfolio manager for T Rowes New Horizons small/mid-cap growth fund. This fund was run by the legendary Henry Ellenbogen until [----] but has underperformed in recent years. Shaun is a great analyst and manager;"  
[X Link](https://x.com/RagingVentures/status/2019760913826349139)  2026-02-06T13:11Z 57.4K followers, 23.1K engagements


"This $ACMR pitch is pretty compelling besides the obvious China risks what is the bear case Weve written an update on $ACMR available at https://t.co/to9vKAZskg. The story has only gotten better since January with ACMS up 50%+ in China and Chinas semi capex growth being supercharged by the countrys own AI spending wave. 1/7 Weve written an update on $ACMR available at https://t.co/to9vKAZskg. The story has only gotten better since January with ACMS up 50%+ in China and Chinas semi capex growth being supercharged by the countrys own AI spending wave. 1/7"  
[X Link](https://x.com/RagingVentures/status/2019786363193741737)  2026-02-06T14:52Z 57.4K followers, 12.3K engagements


"My trainer discovered ChatGPT over the weekend. Loves it and is using it endlessly. Hasnt found memory or cooling stocks yet though. My trainer informed me that he's back in the trading business (using $SQ's Cash App) after a two-year hiatus. He's long $NVDA long $BTC long $AMC (because it has always been good to him) long $PLTR and he's trying to "swing trade" names like $VMEO & $HIMS. My trainer informed me that he's back in the trading business (using $SQ's Cash App) after a two-year hiatus. He's long $NVDA long $BTC long $AMC (because it has always been good to him) long $PLTR and he's"  
[X Link](https://x.com/RagingVentures/status/2021593178743111873)  2026-02-11T14:32Z 57.4K followers, [----] engagements


"Bought a lot of $WDAY today around $145 after picking away at it in recent weeks. Trading around 3.5x NTM revenues of $10.6 b with strong cash flows and fortress balance sheet low double digit revenue grower. $WDAY likely to be an AI beneficiary IMO by layering on AI tools and agents on top of their critical and sticky HCM and payroll solutions that power 60% of F500. Near term headwind is their high end enterprise market is increasingly saturated (by their own success); AI creates opp to reaccelerate growth. Market is also going to force rationalization of SBC at all of these companies."  
[X Link](https://x.com/RagingVentures/status/2021714283952800163)  2026-02-11T22:33Z 57.4K followers, 18.2K engagements


"$HUBS is one of the more exposed SaaS companies to recent technological trends IMO but it is also an eloquent marketing and productization machine. While I respect the bear argument I think it is also possible that $HUBS could roll-out a series of new AI-centric products and become more indispensable than ever. At sub 3x NTM revenues in after-hours trading $HUBS is just too cheap given the scale and quality attributes of their business. I bought some today. https://twitter.com/i/web/status/2021716539192541402 https://twitter.com/i/web/status/2021716539192541402"  
[X Link](https://x.com/RagingVentures/status/2021716539192541402)  2026-02-11T22:42Z 57.4K followers, 13.2K engagements


"@ImNicklovinIt I think Anthropic will soon offer SMBs (for a nominal price) a comprehensive library of validated/secure software apps with an agentic front-end for customization"  
[X Link](https://x.com/RagingVentures/status/2021797398532456829)  2026-02-12T04:03Z 57.4K followers, [---] engagements


"$HUBS had really nice numbers last night. Bookings growth has now trended higher than revenue growth for six straight quarters allowing mgmt to hint that top line growth could re-accelerate back to 20% range. AI in near term is additive as Claude sits on top of $HUBS open solutions and is driving incremental demand for both new seats and incremental compute. $HUBS is also rapidly rolling out its own agentic solutions. Longer term question is whether Claude disintermediates $HUBS by becoming the new dominant workflow interface. This is possible but theres so many potential permutations. I"  
[X Link](https://x.com/RagingVentures/status/2022063828159115415)  2026-02-12T21:42Z 57.4K followers, [----] engagements


"Good to be a $TOST shareholder again $TOST has almost tripled over the past year as the company has executed well and shown good operating leverage under a new CEO even in a tougher macro environment. Toast Capital has also been a tailwind not the headwind that shorts envisioned. I love the company and am very $TOST has almost tripled over the past year as the company has executed well and shown good operating leverage under a new CEO even in a tougher macro environment. Toast Capital has also been a tailwind not the headwind that shorts envisioned. I love the company and am very"  
[X Link](https://x.com/RagingVentures/status/2022079530505302402)  2026-02-12T22:45Z 57.4K followers, [----] engagements


"@trackdalf A few deals: Early stage venture is tough luckily the government shares in the losers too. Recently wrote-off a health tech startup semiconductor investment and consumer franchise roll-up. https://ragingcapitalventures.com/venture-investments/ https://ragingcapitalventures.com/venture-investments/"  
[X Link](https://x.com/RagingVentures/status/2022129597069087020)  2026-02-13T02:03Z 57.4K followers, [----] engagements


"$LTCH which is rebranding as DOOR is now current on its SEC filings. The company hopes to soon list on the OTCID market. The company has a real biz and balance sheet but is still burning cash. Completing these historical audits should def lead to reduced costs moving fwd BONUS FLIER PICK: Latch ($LTCH): Down -82% in '24 to [--] cents as this vintage [----] SPAC struggled on all fronts. While info is scant $LTCH has begun to make its filings & disclosed material cash in the past. With a little luck maybe $LTCH could be a $BZFD redux in '25. 10/10 BONUS FLIER PICK: Latch ($LTCH): Down -82% in '24"  
[X Link](https://x.com/RagingVentures/status/2022134523451084876)  2026-02-13T02:23Z 57.4K followers, [----] engagements


"Anthropic was an early leader but my primary question in [----] was whether the Effective Altruists running the company would ultimately optimize for a capitalist outcome if the business took off"  
[X Link](https://x.com/RagingVentures/status/2022285337607762278)  2026-02-13T12:22Z 57.4K followers, [----] engagements


"Important strategy speech at Davos from U.S. Trade Rep Jamieson Greer on tariffs and Trump's current approach. Worth a read. Thanks to @LukeGromen for highlighting. https://ustr.gov/about/policy-offices/press-office/press-releases/2026/january/ambassador-greer-delivers-keynote-address-davos-switzerland https://ustr.gov/about/policy-offices/press-office/press-releases/2026/january/ambassador-greer-delivers-keynote-address-davos-switzerland"  
[X Link](https://x.com/RagingVentures/status/2022302860197650865)  2026-02-13T13:32Z 57.4K followers, 14.1K engagements


"@JustinRTipton Around $23 $TOST was trading below 13x [--] EBITDA estimates. I dont know $DLO or $WISE; earnings quality is very poor at $FOUR"  
[X Link](https://x.com/RagingVentures/status/2022396685889188348)  2026-02-13T19:45Z 57.4K followers, [---] engagements


"I rang the register on a chunk of my $TOST buys tough to not lock in a quick 25% gain in this tape. Havent flipped any of the $HUBS I bought after hours though"  
[X Link](https://x.com/RagingVentures/status/2022397097191034880)  2026-02-13T19:46Z 57.4K followers, [----] engagements


"RT @Suicide95518428: 1/13 Long overdue annual update on Midstream returns on capital deployed. Period covered: [----] to [----] Companies Co"  
[X Link](https://x.com/RagingVentures/status/2022416955026903368)  2026-02-13T21:05Z 57.4K followers, [--] engagements


"Should have said deservedly keeps landing all of the big interviews Dwarkesh is great"  
[X Link](https://x.com/RagingVentures/status/2022500285214601617)  2026-02-14T02:36Z 57.4K followers, [----] engagements


"RT @TiehackCapital: Mispriced jockey bet at 6x EV/FCF. Andy founded WLTH during the GFC. One of the founding Benchmark partners. Personall"  
[X Link](https://x.com/RagingVentures/status/2022647678648140190)  2026-02-14T12:22Z 57.4K followers, [--] engagements


"Pleased to have invested (a small sum) in Anthropics [----] Series C financing at a $4.1 b pre-money valuation via an AngelList syndicate Knock on wood - lets get it public congrats to the select few investors that made the cut in anthropics series G GIC Coatue D.E. Shaw Ventures Dragoneer Founders Fund ICONIQ MGX Accel Addition Alpha Wave Global Altimeter AMP PBC Appaloosa LP Baillie Gifford Bessemer Venture Partners affiliated congrats to the select few investors that made the cut in anthropics series G GIC Coatue D.E. Shaw Ventures Dragoneer Founders Fund ICONIQ MGX Accel Addition Alpha Wave"  
[X Link](https://x.com/RagingVentures/status/2022125941603152352)  2026-02-13T01:49Z 57.4K followers, 45.4K engagements


"It makes no financial sense to push the Teppers and Zuckerbergs out of your state. Maybe it is just about consolidating one-party rule by eliminating countervailing power influences. It is nicer than falling out of a window in China but it is effectively the same thing. NEW IN PIRATE WIRES: Meet the Architects of Californias Billionaire Tax A proposed ballot measure in California would tax billionaires 5% of their net worth. It needs nearly 1m signatures to make it onto the ballot and has already triggered what could become the largest wealth https://t.co/0B6oK5YyZP NEW IN PIRATE WIRES: Meet"  
[X Link](https://x.com/RagingVentures/status/2022659167257849868)  2026-02-14T13:08Z 57.4K followers, 23.2K engagements


"@wintonARK Marco Rubio told me the fabs wouldnt survive a Chinese invasion"  
[X Link](https://x.com/RagingVentures/status/2022866650496725350)  2026-02-15T02:52Z 57.4K followers, [----] engagements


"RT @Heminator: This might have just entered the pantheon of the greatest American speeches of all time. Its basically hard nosed Trump fo"  
[X Link](https://x.com/RagingVentures/status/2022866949898711358)  2026-02-15T02:53Z 57.4K followers, [----] engagements


"@typesfast This was in the Bermuda news back in March when I visited:"  
[X Link](https://x.com/anyuser/status/1909402872912953615)  2025-04-08T00:28Z 57.3K followers, 14.2K engagements


"I don't buy the argument that Trump is playing 4D tariff chess. Trump and his team failed to think through their plan in advance & let bravado get the better of them. At least Trump partly course corrected but the US is now clearly in a weaker negotiating position. If I were Mr. President Id announce that the 10% general tariff will be phased in over [--] months 2.5% a quarter. I would delay any additional more punitive tariffs for [--] months to provide time for negotiations. On China I would hold the line and maintain the current 20% If I were Mr. President Id announce that the 10% general"  
[X Link](https://x.com/anyuser/status/1910082177812877758)  2025-04-09T21:27Z 57.3K followers, 34.8K engagements


"If I was China I would be emboldened to blockade Taiwan in response to the tariffs. Such a move would tank US markets and put enormous pressure on Trump to cut some kind of deal either on tariffs or on ceding Taiwan. Trumps unforced error has raised the risks"  
[X Link](https://x.com/RagingVentures/status/1910126197205254637)  2025-04-10T00:22Z 57.4K followers, 14K engagements


"Have not been sleeping well on this datapoint from $MCD last week $MCD saw roughly double digit yoy declines in traffic from low and middle income consumers in Q1. This is pre-Liberation Day and before student loan collections restarted"  
[X Link](https://x.com/RagingVentures/status/1919912288611430834)  2025-05-07T00:28Z 57.4K followers, 45.3K engagements


"$PLTR reminds me of when $NFLX first became worth more than $DIS and the other legacy studios. The valuation of $NFLX made no sense at the time but investors saw the future and were willing to provide Netflix with cheap capital creating a virtuous and self-fulfilling cycle. The same is true today with $PLTR now being worth more than $LMT or $RTX. Anduril will soon follow along with many other emerging Defense Techs. This is the future (hopefully enabling continued U.S. hegemony); legacy defense companies are effectively jumping the shark Short sellers often struggle to understand this"  
[X Link](https://x.com/anyuser/status/1919919447504257254)  2025-05-07T00:57Z 57.3K followers, 74.8K engagements


"Trump isnt thinking big enough: He should push to end the Federal Reserve altogether. The Fed is a central planning vehicle with the most dismal of track records - including inflating the housing bubble that led to the GFC and implementing ZIRP which enabled politicians to send government budgets over the cliff. Let the market price risk credit and interest rates"  
[X Link](https://x.com/RagingVentures/status/1945631617407394271)  2025-07-16T23:48Z 57.3K followers, 44.4K engagements


"Maybe it is as simple as $UNH just needs to reprice its insurance policies and earnings power will immediately rebound. Thats how insurance businesses typically work. The short seller in me though wonders if Luigi was (philosophically) onto something and that they were indeed repressing claim payouts in recent years. Now that there is intense scrutiny it will be hard to return to that old behavior. Also government budgets are stressed and it is hard to see how policy makers will allow corporations like $UNH to over-earn in programs like Medicare Advantage. Repricing likely wont be simple as"  
[X Link](https://x.com/anyuser/status/1950637859871817795)  2025-07-30T19:21Z 57.3K followers, 34.3K engagements


"Ackman on the prowl for a $1-2 b insurance acquisition at $HHH outlines Buffetts unique approach"  
[X Link](https://x.com/anyuser/status/1954332386570744257)  2025-08-10T00:02Z 57.3K followers, 116.4K engagements


"This is a great letter from @hkuppy that really spoke to me as a former hedge fund manager. It is a very transparent assessment of his recent challenges and mistakes followed by a lucid outline of the adjustments he is making to get back to basics. Also some thoughtful takes on the current market environment. Its very much worth a read and a re-read. Praetorian's Q2 [----] Investor Letter is here: https://t.co/mVDGm1oylb Follow us @praetoriancap for more updates. https://t.co/Bf1PC37YZo Praetorian's Q2 [----] Investor Letter is here: https://t.co/mVDGm1oylb Follow us @praetoriancap for more"  
[X Link](https://x.com/RagingVentures/status/1955006086152376605)  2025-08-11T20:39Z 57.3K followers, 99.4K engagements


"Where were all of the Banana Republic tweets when Senators Warren & Brown claimed the scalp of Fed Vice Chair and Trump appointee Rich Clarida in January [----] Biden nominated Lisa Cook to the Fed Board on the same day that Clarida was forced to resign due to perceived personal trading conflicts. Lisa Cook who Trump is now terminating for cause due to alleged mortgage fraud was previously known for her Berkeley PhD academic work on the Russian economy African American patent rates and the Idea Gap in Pink and Black. Fed Bank Presidents Kaplan and Rosengren also had to resign in the same"  
[X Link](https://x.com/anyuser/status/1960166837658022003)  2025-08-26T02:26Z 57.3K followers, 31K engagements


"Have been on the wrong side of $ORCL even with some adept trading. Shocked to see the move today reminds me of [----]. Kudos to Ellison although I am skeptical of the revenue quality of the AI cloud bookings. After all it seems like Satya $MSFT walked away from the OpenAI opp. Also $ORCLs balance sheet isnt great and the business has significant capex needs. Will Ellison come to market to raise money or use his currency in other ways"  
[X Link](https://x.com/RagingVentures/status/1965860668147413106)  2025-09-10T19:31Z 57.3K followers, 28.2K engagements


"TMX Group ($X.TO $TMXXF) which operates the Toronto Stock Exchange today announced the acquisition of Verity. My partner Rusty Szurek and I co-founded in [----] and later started as well. Resurgens bought the business from us in [----] and combined it with MackeyRMS rebranding the pair as Verity. Verity provides research mgmt solutions and data/analytics including insider activity buyback exec comp institutional holdings and more to more than [---] institutional investment firms. Rusty and I both maintained an interest in Verity post the original InsiderScore sale so it is nice to ring the register"  
[X Link](https://x.com/RagingVentures/status/1973479823155798284)  2025-10-01T20:07Z 57.3K followers, [----] engagements


"The party feels like it is getting a little long in the tooth was busy shorting $BE $QS $PL $IREN $INTC $QBTS and $RGTI today. High octane. Wish me luck"  
[X Link](https://x.com/RagingVentures/status/1974195542290018730)  2025-10-03T19:31Z 57.3K followers, 60.7K engagements


"I didnt realize natural gas guru John Arnold is now on the board of $META Maybe totally inadvertently but Meta is positioning their data centers continually at the top of the pipe or ahead of busy meter stations. Latest announcement is off El Paso system ahead of all Cali exports. Hyperion has like [--] long-haul pipe options. Pembina one is at the top https://t.co/eFNMiGXDDW Maybe totally inadvertently but Meta is positioning their data centers continually at the top of the pipe or ahead of busy meter stations. Latest announcement is off El Paso system ahead of all Cali exports. Hyperion has"  
[X Link](https://x.com/RagingVentures/status/1978800211376906424)  2025-10-16T12:28Z 57.3K followers, 75.9K engagements


"Interesting podcast covering @orrdavid's $ORR ETF ambitions. Also David kindly gave me a shout out around minute [--]. https://youtu.be/yDrvvqDI1-ssi=Ii2g3tNvybvJLwbE https://youtu.be/yDrvvqDI1-ssi=Ii2g3tNvybvJLwbE"  
[X Link](https://x.com/anyuser/status/1980718578283475075)  2025-10-21T19:31Z 57.3K followers, [----] engagements


"My oldest sons dividend stock portfolio on Robin Hood which is currently yielding 46% is almost entirely compromised of YieldMax-type single-stock ETFs that write covered calls on the likes of $PLTR and $MSTR"  
[X Link](https://x.com/RagingVentures/status/1982976132770316405)  2025-10-28T01:02Z 57.3K followers, 67K engagements


"This market is running so hot Im embarrassed to pitch my old school bread and butter value ideas. Contrarian and deep value is out A sign of the times"  
[X Link](https://x.com/anyuser/status/1983692685790658716)  2025-10-30T00:29Z 57.3K followers, 18.6K engagements


"Not to pick on this idea as it came from one of the best investors I know but I was recently pitched long $HON a $135 billion market cap company due to its 55% stake in Quantinuum a hot quantum startup that was last valued around $10 billion. This reminded me of the late 90s when value guys started pitching long railroads and utilities because they were going to run fiber down their right-of-ways (a safe way to play the telecom boom). It worked for the Anschutz family (Qwest Communications) but it ended up being pretty late cycle for everyone else"  
[X Link](https://x.com/RagingVentures/status/1983694806330048982)  2025-10-30T00:37Z 57.3K followers, 30.7K engagements


"We usually share a list of our favorite January Effect tax loss ideas but not this year. Frankly the lineup of potential ideas was fairly short and not that compelling unless one wants to bet against the proliferation of GLP-1s or on a quick bounceback in housing or consumer spending. Maybe next year https://twitter.com/i/web/status/2006563444950978708 https://twitter.com/i/web/status/2006563444950978708"  
[X Link](https://x.com/RagingVentures/status/2006563444950978708)  2026-01-01T03:09Z 57.3K followers, [----] engagements


"$PSK.TO w/ big Q2 thanks to growth in oil volumes and new drilling activity. [---] rigs are now active on their acreage good for future growth. Div payout at 18% is still low but $PSK says "lots of room" for increases. Has reduced debt by $180 mm CAD ytd. See thread for thesis. $PSK.TO reported strong earnings along with substantial debt pay-down driven by strong royalty revenues from oil & gas production on their Western Canadian acreage. On the conf call mgmt noted that it expects a further "significant increase" in the dividend next year. 1/2 https://t.co/VG8Nut8fkM $PSK.TO reported strong"  
[X Link](https://x.com/RagingVentures/status/1549512650484236295)  2022-07-19T21:52Z 57.4K followers, [--] engagements


"Thoughtful and detailed analysis with a particular focus on inflation. $PSK.TO mentioned on page [--]. https://horizonkinetics.com/app/uploads/Q2-2022-Review_FINAL.pdf https://horizonkinetics.com/app/uploads/Q2-2022-Review_FINAL.pdf"  
[X Link](https://x.com/RagingVentures/status/1550298293204287489)  2022-07-22T01:54Z 57.4K followers, [--] engagements


"$PSK.TO announces 100% increase in its Q div to [--] cent (CAD) annualized or 5% annualized. The overall payout ratio should remain solidly below 50% and $PSK has paid down $270 mm in debt in [--] (net debt now $365 mm). Leasing activity remains robust good for future royalties. $PSK.TO w/ big Q2 thanks to growth in oil volumes and new drilling activity. [---] rigs are now active on their acreage good for future growth. Div payout at 18% is still low but $PSK says "lots of room" for increases. Has reduced debt by $180 mm CAD ytd. See thread for thesis. $PSK.TO w/ big Q2 thanks to growth in oil"  
[X Link](https://x.com/RagingVentures/status/1584703676312346624)  2022-10-25T00:29Z 57.4K followers, [--] engagements


"$SIVBs Hold to Maturity Accounting Trap datapoint compliments of Grants"  
[X Link](https://x.com/anyuser/status/1620220004514910208)  2023-01-31T00:38Z 57.4K followers, 49.3K engagements


"$ET's financial outlook and commodity deck assumptions for 2023-2026 provided via $CEQP's merger docs https://twitter.com/i/web/status/1708867763534520515 https://twitter.com/i/web/status/1708867763534520515"  
[X Link](https://x.com/RagingVentures/status/1708867763534520515)  2023-10-02T15:33Z 57.4K followers, 12.4K engagements


"$OLK proxy disclosed that six parties went under NDA with two ultimately bidding. $TMOs $26 cash bid won out with the other bidder unwilling to increase their bid beyond $22 per share (with a portion in stock). Unless Im missing it $SLGC still has not filed their proxy Pretty frustrating to see this $TMO deal for $OLK today looking forward to reading the $LAB / $SLGC proxy. https://t.co/oGXfNF9RZx Pretty frustrating to see this $TMO deal for $OLK today looking forward to reading the $LAB / $SLGC proxy. https://t.co/oGXfNF9RZx"  
[X Link](https://x.com/RagingVentures/status/1725329550777720986)  2023-11-17T01:46Z 57.4K followers, 21.4K engagements


"Has anyone revisited Bollore $BOIVF or Vivendi $VIVHY lately amid Vivendis break-up plans Bollore shares really havent done much"  
[X Link](https://x.com/RagingVentures/status/1790463004204822662)  2024-05-14T19:23Z 57.4K followers, [----] engagements


"iShares Brazil ETF ($EWZ): Down -35% in '24 to $22.50 due to the political and economic mess in Brazil this is a purely contrarian bet that the USD could weaken in [----] and agricultural and energy markets recover. 9/10"  
[X Link](https://x.com/RagingVentures/status/1874200709018902636)  2024-12-31T21:07Z 57.4K followers, 14.9K engagements


"An amazing resource for Fairfax Investors. I've been long the stock since [----] and it remains attractive. What a beast $FRFHF $FFH.TO I've also been buying more Fairfax India as of late. $FFXDF My PDF/book on Fairfax has been updated (750 pages). New posts have been added. I've had lots of help from others like @BrownMarubozu. Click the link to get a free copy. The companion Excel document with models is also there. $FFH.TO $BRK $MKL $CB $WRB https://t.co/8Yv30KFXGd My PDF/book on Fairfax has been updated (750 pages). New posts have been added. I've had lots of help from others like"  
[X Link](https://x.com/RagingVentures/status/1960060024769872122)  2025-08-25T19:21Z 57.4K followers, 10.8K engagements


"Have successfully avoided being short $CVNA in recent years but it now seems like the right time to add subprime lending exposure to the book. Count me in as short $CVNA via mostly deep in the money puts"  
[X Link](https://x.com/RagingVentures/status/1990625304612577505)  2025-11-18T03:37Z 57.4K followers, 18.7K engagements

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