# ![@Wwcap2 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1502417533051228161.png) @Wwcap2 Worldwide Capital

Worldwide Capital posts on X about $apo, $gtbif, $myrg, ebay the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1502417533051228161/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1502417533051228161/c:line/m:interactions.svg)

- [--] Week [-----] -18%
- [--] Month [------] +546%
- [--] Months [------] -21%
- [--] Year [------] +4.20%

### Mentions: [--] [#](/creator/twitter::1502417533051228161/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1502417533051228161/c:line/m:posts_active.svg)

- [--] Week [--] +3.20%
- [--] Month [--] +167%
- [--] Months [---] +23%
- [--] Year [---] +33%

### Followers: [---] [#](/creator/twitter::1502417533051228161/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1502417533051228161/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Month [---] +0.89%
- [--] Months [---] +22%
- [--] Year [---] +52%

### CreatorRank: [---------] [#](/creator/twitter::1502417533051228161/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1502417533051228161/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [currencies](/list/currencies)  [musicians](/list/musicians)  [gaming](/list/gaming)  [travel destinations](/list/travel-destinations)  [social networks](/list/social-networks) 

**Social topic influence**
[$apo](/topic/$apo), [$gtbif](/topic/$gtbif), [$myrg](/topic/$myrg), [ebay](/topic/ebay), [cash flow](/topic/cash-flow), [stocks](/topic/stocks), [$nath](/topic/$nath), [$ebay](/topic/$ebay), [$clbt](/topic/$clbt), [$zeta](/topic/$zeta)

**Top accounts mentioned or mentioned by**
[@blondesnmoney](/creator/undefined) [@indianndon](/creator/undefined) [@urinsideman](/creator/undefined) [@semievolvedm](/creator/undefined) [@logicalthesis](/creator/undefined) [@tradebrigadeco](/creator/undefined) [@zastocks](/creator/undefined) [@sammyj19](/creator/undefined) [@dtrtcannabis](/creator/undefined) [@akstoncapital](/creator/undefined) [@tomsmith839](/creator/undefined) [@mrderivatives](/creator/undefined) [@asymtrades](/creator/undefined) [@boujeebanker](/creator/undefined) [@philly76fan215](/creator/undefined) [@ericjhonsa](/creator/undefined) [@chitchatmoney](/creator/undefined) [@rochonpapi](/creator/undefined) [@thequailmane](/creator/undefined) [@longequity](/creator/undefined)

**Top assets mentioned**
[Apollo Global Management, Inc. (APO)](/topic/$apo) [MYR Group, Inc. (MYRG)](/topic/$myrg) [eBay Inc (EBAY)](/topic/$ebay) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [ZetaChain (ZETA)](/topic/$zeta) [Quanta Services Inc (PWR)](/topic/$pwr) [Vertex Protocol (VRTX)](/topic/$vrtx) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [Atkore Inc. (ATKR)](/topic/$atkr) [Aston Martin Cognizant Fan Token (AM)](/topic/$am) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Radiant Capital (RDNT)](/topic/$rdnt) [Verisign, Inc. (VRSN)](/topic/$vrsn) [EMCOR Group, Inc. (EME)](/topic/$eme) [Ares Management, Corp. (ARES)](/topic/$ares) [Verra Mobility Corporation Class A Common Stock (VRRM)](/topic/$vrrm) [Eli Lilly and Company (LLY)](/topic/$lly) [Novo-Nordisk (NVO)](/topic/$nvo) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Descartes Systems Group Inc (DSGX)](/topic/$dsgx) [Costco Hot Dog (COST)](/topic/$cost) [Energy Transfer, LP. (ET)](/topic/$et) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Partisia Blockchain (MPC)](/topic/$mpc) [Toko Token (TKO)](/topic/$tko) [Now Coin (NOW)](/topic/$now) [Western Union Co (WU)](/topic/$wu) [Uber Technologies, Inc. (UBER)](/topic/$uber) [SPS Commerce, Inc. (SPSC)](/topic/$spsc) [Microsoft Corp. (MSFT)](/topic/$msft) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Cheeseball (CB)](/topic/$cb) [McKesson Corporation (MCK)](/topic/$mck) [MPLX LP (MPLX)](/topic/mplx) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [PepsiCo, Inc. (PEP)](/topic/$pep) [CompoSecure, Inc. (CMPO)](/topic/$cmpo) [Markel, Corp. (MKL)](/topic/$mkl) [Manhattan Associates, Inc. (MANH)](/topic/$manh) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Apple, Inc. (AAPL)](/topic/$aapl) [Signature Bank (SBNY)](/topic/$sbny) [Blackstone, Inc. (BX)](/topic/$bx) [BJ's Wholesale Club Holdings, Inc. (BJ)](/topic/$bj) [Amgen, Inc. (AMGN)](/topic/$amgn) [Samsunspor Fan Token (SAM)](/topic/$sam) [Tempus AI, Inc. (TEM)](/topic/$tem) [Beldex (BDX)](/topic/$bdx) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Oracle Corporation (ORCL)](/topic/$orcl) [Salesforce Inc (CRM)](/topic/$crm) [Unity Software Inc. (U)](/topic/$u) [BABB (BAX)](/topic/$bax) [Medline Inc. (MDLN)](/topic/$mdln) [Saia, Inc. (SAIA)](/topic/$saia) [Advanced Micro Devices (AMD)](/topic/$amd) [Mastercard, Inc. (MA)](/topic/$ma) [Coca-Cola Co (KO)](/topic/$ko) [Booking Holdings Inc (BKNG)](/topic/$bkng)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Favorite small caps: $CLAR $PUBM $MYRG $ATEN Favorite mid caps: $GTBIF $DLO $SONO Favorite large caps: $APO $AMD Favorite mega cap: $GOOGL"  
[X Link](https://x.com/Wwcap2/status/1511048467963129857)  2022-04-04T18:30Z [---] followers, [--] engagements


"Marc Rowan in Conversation with LinkedIn News at the Milken Global Confe. via @YouTube https://youtu.be/BScV0wlCvnk https://youtu.be/BScV0wlCvnk"  
[X Link](https://x.com/Wwcap2/status/1605444433641717760)  2022-12-21T06:05Z [---] followers, [---] engagements


"$VRNOF is in trouble"  
[X Link](https://x.com/Wwcap2/status/1608153782822776833)  2022-12-28T17:31Z [---] followers, [---] engagements


"@Laz_Cap Have you looked at $VEXTF. Small operator with an interesting brand and consistently profitable on an OCF basis"  
[X Link](https://x.com/Wwcap2/status/1618455099076116480)  2023-01-26T03:45Z [---] followers, [--] engagements


"This is what an income statement looks like when a company is buying its way to growth $NET"  
[X Link](https://x.com/Wwcap2/status/1619573958222938112)  2023-01-29T05:51Z [---] followers, [---] engagements


"$MKL valuation based on Tom Gayner's method: Balance Sheet: Equity portfolio ($7.43bn) - debt ($4.13bn) = $3.3 bn + Insurance Segment: Underwriting profit ($627mn) * [--] multiple = $6.27bn + MKL Ventures: EBITDA ($506mn) * [--] multiple = $8.6bn = $18.27bn (2.5% undervalued)"  
[X Link](https://x.com/Wwcap2/status/1627390486246727680)  2023-02-19T19:31Z [---] followers, [---] engagements


"Play defense with $CEQP preferred shares yielding 9.3% uncallable and cumulative; known as a "busted convert""  
[X Link](https://x.com/Wwcap2/status/1629152079225794561)  2023-02-24T16:11Z [---] followers, [---] engagements


"@EstimatedProp13 @budflight I agree; $GTBIF is a big position for me and admittedly Im down 40% $VEXTF is my only other cannabis company. Small position there"  
[X Link](https://x.com/Wwcap2/status/1630756460081688583)  2023-03-01T02:26Z [---] followers, [---] engagements


"$APO ER: - Athene remains a strong driver of inflows and perpetual capital - Strong AUM growth +10.5% - $52bn dry powder - Record FRE +28% YoY - PII muted; SRE lower due to lower Alts performance - 7.5% divvy raise & $619mn spent on buyback (avg. price high though @ 68.89)"  
[X Link](https://x.com/Wwcap2/status/1655975376416276489)  2023-05-09T16:37Z [---] followers, [---] engagements


"$EBAY market cap right now is almost equal to its COVID low in March [----]. Few understand this"  
[X Link](https://x.com/Wwcap2/status/1658488819518423040)  2023-05-16T15:05Z [---] followers, [--] engagements


"Mind boggling to me how $FL continues to bloat their inventory while sales are decreasing. Opposite of how you want to run a retail business. Due to that they generated negative cash from operations; over $1.76 billion is stuck in inventory which is over half their market cap"  
[X Link](https://x.com/Wwcap2/status/1660003437898084353)  2023-05-20T19:23Z [---] followers, [--] engagements


"I continue to think those companies that have weathered the 2020-2021 competitive storm that assailed them have solidified their moat for the next decade: $UBER over myriad delivery services $DKNG over $CZR wynnbet and others $V and $MA over crypto/BNPL other examples too"  
[X Link](https://x.com/Wwcap2/status/1660323582868705285)  2023-05-21T16:36Z [---] followers, [---] engagements


"@Marc_Eli_ $NVDA has near 70% gross margins and pays a normal 21% corporate tax. Cannabis cos have under 50% gross margins and pay over 60% tax. These are not the same"  
[X Link](https://x.com/Wwcap2/status/1661749448676986880)  2023-05-25T15:01Z [---] followers, [--] engagements


"@CloudCompounder I think $NVO has a solid strong-mover advantage and I expect Rybelsus to become their growth engine over next [--] years. $LLY and $PFE will have products but I still expect $ NVO to do very well"  
[X Link](https://x.com/Wwcap2/status/1661812653864484893)  2023-05-25T19:13Z [---] followers, [--] engagements


"@UrInsideMan Id stay away from $tgt. Low/no growth"  
[X Link](https://x.com/Wwcap2/status/1663531376056958976)  2023-05-30T13:02Z [---] followers, [--] engagements


"@sammyj_19 @ma_choiniere $VEXTF"  
[X Link](https://x.com/Wwcap2/status/1663622881710952449)  2023-05-30T19:06Z [---] followers, [--] engagements


"@ecommerceshares $EBAY with about a 10% fcf yield"  
[X Link](https://x.com/Wwcap2/status/1664290554190987266)  2023-06-01T15:19Z [---] followers, [--] engagements


"A beautifully written passage here by Dee Hock founder of $V Visa"  
[X Link](https://x.com/Wwcap2/status/1666961598886428672)  2023-06-09T00:13Z [---] followers, [---] engagements


"$APO ravenous buying past month. Feels like it hasnt had a red day guess Marc Rowans education of investors is going well"  
[X Link](https://x.com/Wwcap2/status/1669738200045170688)  2023-06-16T16:06Z [---] followers, [--] engagements


"$VEXTF rarely mentioned but a strong consistent performer in US canna land Download our #investor presentation to learn more about how $VEXTs vertical integration & efficient retail operations have resulted in a proven track record of driving growth. $VEXTF #Cannabis 👇 https://t.co/ElG3G6SO4x https://t.co/wJVPEMVL6p Download our #investor presentation to learn more about how $VEXTs vertical integration & efficient retail operations have resulted in a proven track record of driving growth. $VEXTF #Cannabis 👇 https://t.co/ElG3G6SO4x https://t.co/wJVPEMVL6p"  
[X Link](https://x.com/Wwcap2/status/1669761693881171992)  2023-06-16T17:39Z [---] followers, [---] engagements


"The question for $GTBIF shareholders to answer is will Green Thumb generate more than [---] billion in FCF over its lifetime Currently they generate about $160mn in after tax CFO per yr With 280E Tax reform their OCF should balloon to $230mn"  
[X Link](https://x.com/Wwcap2/status/1669825444592381952)  2023-06-16T21:53Z [---] followers, [---] engagements


"@imkevinxu 40$ in $KO at IPO in [----] is worth $15 million now"  
[X Link](https://x.com/Wwcap2/status/1670623239381344258)  2023-06-19T02:43Z [---] followers, [--] engagements


"@ADHD_Capital Could it be because $AEL is cheaper than $BN and so buying a cheaper stock with a more expensive stock is often smart. That statement is ofc a big oversimplification as margin profiles and business models often warrant the disparity. Its not unlike what $APO did with $ATH tho"  
[X Link](https://x.com/Wwcap2/status/1673523264491073541)  2023-06-27T02:46Z [---] followers, [---] engagements


"@TomSmith839 Got to be careful as every incremental bp of yield brings increased credit risk so better to keep that SRE spread low but able to sustain for many years. Investment grade. Also allows $APO to play in a massive market"  
[X Link](https://x.com/Wwcap2/status/1673550301486276613)  2023-06-27T04:35Z [---] followers, [--] engagements


"3/4 of my top holdings at or near all time highs right now $APO $MYRG $ATKR $GTBIF is the laggard and has been a huge drag on performance. Trading under 10x cash flow with Maryland rec this weekend clean balance sheet and capex winding down. Not worried about it at all"  
[X Link](https://x.com/Wwcap2/status/1674564118294982658)  2023-06-29T23:42Z [---] followers, [---] engagements


"How beautiful would it be if decreased capex resulting in strong cash flow generation coincides with 280E reform because of rescheduling all the bull catalysts together One can hope $GTBIF $MSOS"  
[X Link](https://x.com/Wwcap2/status/1677875741537566720)  2023-07-09T03:02Z [---] followers, [---] engagements


"$MYRG $ATKR $PWR $EME $PLPC "Big Short" investor Steve Eisman is placing a big bet on infrastructure. The senior portfolio manager at @neubergerberman makes the bullish case: https://t.co/jKUcfTmMU6 "Big Short" investor Steve Eisman is placing a big bet on infrastructure. The senior portfolio manager at @neubergerberman makes the bullish case: https://t.co/jKUcfTmMU6"  
[X Link](https://x.com/Wwcap2/status/1679610373547106310)  2023-07-13T21:54Z [---] followers, [---] engagements


"$MANH with a very nice beat & raise; bullish for $DSGX & $SPSC"  
[X Link](https://x.com/Wwcap2/status/1683964220994646017)  2023-07-25T22:15Z [---] followers, [---] engagements


"$EBAY's SBC is out of control for such a mature business; $282 million in SBC on $738 million in net income is egregious over the last [--] months. Makes their buybacks much less effective"  
[X Link](https://x.com/Wwcap2/status/1684325537328648193)  2023-07-31T18:48Z [---] followers, [---] engagements


"@EricJhonsa Are you familiar with $DSGX Supply chain software co. Peers with $MANH and $SPSC"  
[X Link](https://x.com/Wwcap2/status/1685099111400255488)  2023-07-29T01:25Z [---] followers, [---] engagements


"Engine Capital the hedge fund behind $MYRG's successful reorganization is long $WCC as a new position and also it's largest position. Other top [--] positions include $LAUR $APO $SEAS $DBX & $IWM"  
[X Link](https://x.com/Wwcap2/status/1685164162517766144)  2023-07-29T05:43Z [---] followers, [--] engagements


"@FLinvestor_ $ATKR $PLPC"  
[X Link](https://x.com/Wwcap2/status/1685333035883888640)  2023-07-29T16:54Z [---] followers, [---] engagements


"@Investmentideen $BKNG"  
[X Link](https://x.com/Wwcap2/status/1687840233650638848)  2023-08-05T14:57Z [---] followers, [---] engagements


"$GTBIF $APO $MYRG Still my top 3"  
[X Link](https://x.com/Wwcap2/status/1688265536109494272)  2023-08-06T19:07Z [---] followers, [---] engagements


"Quick pitch on my top [--] picks: $GTBIF capex declining FCF increasing potential regulatory catalysts $APO high interest rates driving annuity inflows which drives continued origination/returns $MYRG fiscal stimulus for the electric grid margins expected to increase"  
[X Link](https://x.com/Wwcap2/status/1688664502798110720)  2023-08-07T21:32Z [---] followers, [--] engagements


"Just to put in perspective $GTBIF had $40 million in OCF in the first [--] months of [----] In the first [--] months of [----] they have $93 million in OCF. They are on pace for $180-200 million in OCF this year Zoom out smoke a dogwalker and enjoy the journey ♾"  
[X Link](https://x.com/Wwcap2/status/1689044858797694977)  2023-08-08T22:44Z [---] followers, [----] engagements


"$BRK $CELH $AM $MKL just some [--] week highs today"  
[X Link](https://x.com/Wwcap2/status/1689397483833524225)  2023-08-09T22:05Z [---] followers, [---] engagements


"@jesseredmond $VEXTF should benefit disproportionately since they are only in [--] states"  
[X Link](https://x.com/Wwcap2/status/1691928828388557310)  2023-08-16T21:44Z [---] followers, [---] engagements


"@chitchatmoney $MYRG $PWR and $EME"  
[X Link](https://x.com/Wwcap2/status/1691934289519063228)  2023-08-16T22:05Z [---] followers, [---] engagements


"@PythiaR $MYRG. $PWR. $EME"  
[X Link](https://x.com/Wwcap2/status/1692293401423626532)  2023-08-17T21:52Z [---] followers, [---] engagements


"$LLY and $NVDA will power this bull market"  
[X Link](https://x.com/Wwcap2/status/1694580281489977701)  2023-08-24T05:19Z [---] followers, [---] engagements


"@carlquintanilla @SPGlobal $APO next"  
[X Link](https://x.com/Wwcap2/status/1697744437005193529)  2023-09-01T22:53Z [---] followers, [---] engagements


"$GTBIF share repurchase announcement puts to bed any fear of dilution in the near future imo"  
[X Link](https://x.com/Wwcap2/status/1699032226053157091)  2023-09-05T12:10Z [---] followers, [---] engagements


"While margin compression as a consequence of reform (Sch. I - Sch. III) is a valid concern I believe lower prices will be met with greater than expected revenue growth as illicit to legal conversion accelerates. Additionally the tax savings are immense. $GTBIF $MSOS"  
[X Link](https://x.com/Wwcap2/status/1700168671660818770)  2023-09-08T15:26Z [---] followers, [---] engagements


"Carlos had [--] aces today. Unacceptable. He should hire @andyroddick tbh"  
[X Link](https://x.com/Wwcap2/status/1700343654961889767)  2023-09-09T03:01Z [---] followers, [--] engagements


"@SemiEvolvedM @abarnes2201 The companys have mostly stopped growing though. Revenue growth is flat"  
[X Link](https://x.com/Wwcap2/status/1700889432939696334)  2023-09-10T15:10Z [---] followers, [--] engagements


"$DSGX with best in class revenue growth and net margin yet trades at the lowest price/cash flow multiple of the peer growth MAKE IT MAKE SENSE $SPSC in blue $MANH in yellow $DSGX in red"  
[X Link](https://x.com/Wwcap2/status/1701442499619725676)  2023-09-12T03:47Z [---] followers, [---] engagements


"$APO has just been all gas no brakes lately"  
[X Link](https://x.com/Wwcap2/status/1702087696926068923)  2023-09-13T22:31Z [---] followers, [---] engagements


"@Mr_Derivatives Dont forget $APO"  
[X Link](https://x.com/anyuser/status/1702136506763419878)  2023-09-14T01:45Z [--] followers, [---] engagements


"We at that point in the bull market where the fraud is becoming more brazen $ARM"  
[X Link](https://x.com/Wwcap2/status/1702422660612047081)  2023-09-14T20:42Z [---] followers, [---] engagements


"$APO is the House. And the House usually wins"  
[X Link](https://x.com/Wwcap2/status/1702818398244130833)  2023-09-15T22:55Z [---] followers, [---] engagements


"Man that Eagles run game. Can't stop thinking about it. Swift was magnificent"  
[X Link](https://x.com/Wwcap2/status/1702928502792638779)  2023-09-16T06:12Z [---] followers, [--] engagements


"@blondesnmoney do u like the $WFC series L preferred or $BAC series L preferred trying to convince some older folks to park money there as a safe haven; busted prefs issued during GFC with nice yields and not callable"  
[X Link](https://x.com/Wwcap2/status/1704247415274942708)  2023-09-19T21:33Z [---] followers, [---] engagements


"I'm not a lawyer but section [--] of SAFE(R) seems to give the green light to uplisting $MSOS $GTBIF"  
[X Link](https://x.com/Wwcap2/status/1704323403212001367)  2023-09-20T02:35Z [---] followers, [----] engagements


"$APO with that $NVDA-like buy algo on it. new high today"  
[X Link](https://x.com/Wwcap2/status/1704541510912430272)  2023-09-20T17:02Z [---] followers, [---] engagements


"Marc rowan & Ben kovler will deliver me. $GTBIF $APO"  
[X Link](https://x.com/Wwcap2/status/1704708207430533618)  2023-09-21T04:04Z [---] followers, [---] engagements


"@wabuffo How do you square the fact that a recovery/reacceleration may lead to higher inflation necesitating more rate increases which would derail the recovery"  
[X Link](https://x.com/Wwcap2/status/1704932464060162498)  2023-09-21T18:55Z [---] followers, [---] engagements


"@blondesnmoney sounds like your port should do well if a recession transpires; in a continuous inflationary bear the bonds/preferreds will get hit along with common stock"  
[X Link](https://x.com/Wwcap2/status/1704951556745957619)  2023-09-21T20:11Z [---] followers, [---] engagements


"@blondesnmoney Interesting. What are the MLP preferreds. I know you mentioned $ET preferred. What others"  
[X Link](https://x.com/Wwcap2/status/1704952737257996325)  2023-09-21T20:16Z [---] followers, [---] engagements


"@blondesnmoney Where did you meet tennis girl additionally I'd like to inquire as to your opinion on $NCLH; It stands out in the S&P with an enormous debt-equity ratio of [---]. If higher for longer persists $NCLH may be a [--]. What are your thoughts on this half-baked idea"  
[X Link](https://x.com/Wwcap2/status/1707065594216882624)  2023-09-27T16:12Z [---] followers, [--] engagements


"Every great monopoly eventually goes the $BA route; Pay attention $AAPL bulls your days are numbered. /s"  
[X Link](https://x.com/Wwcap2/status/1707244659343253893)  2023-09-28T04:03Z [---] followers, [--] engagements


"Based on further research I think $NEP is very risky $NEP was set up to buy assets from its parent $NEE and use those to issue dividends to equity holders. $NEP funds these purchases using a mix of debt and equity With debt costs too high and equity decimated $NEP is stuck"  
[X Link](https://x.com/Wwcap2/status/1709069356708028896)  2023-10-03T04:54Z [---] followers, [---] engagements


"15% yielding [--] year bonds bought in [----] and maturing right into the greatest bull market in stocks wouldve been a hell of a parlay"  
[X Link](https://x.com/Wwcap2/status/1709085945008415157)  2023-10-03T06:00Z [---] followers, [--] engagements


"@LogicalThesis @rochonpapi $TMDX hasn't reported a quarter including the Summit Aviation acquisition; we don't know if fundamentals will inflect. Market is telling us it will be pretty bad. Let's see what happens"  
[X Link](https://x.com/Wwcap2/status/1719184574939377880)  2023-10-31T02:48Z [---] followers, [---] engagements


"@LogicalThesis @rochonpapi the notes were potentially highly dilutive but they did indicate they would use options to limit the dilutive impact so let's see if they have some unrealized hedging gains on those"  
[X Link](https://x.com/Wwcap2/status/1719190495501398435)  2023-10-31T03:12Z [---] followers, [---] engagements


"$APO is a juggernaut"  
[X Link](https://x.com/Wwcap2/status/1719713695360503866)  2023-11-01T13:51Z [---] followers, [---] engagements


"@March2Millions Any thoughts on $SMG saying they will become a vertically integrated cannabis company with their Hawthorne unit"  
[X Link](https://x.com/Wwcap2/status/1720256152284401748)  2023-11-03T01:46Z [---] followers, [---] engagements


"@Kristof1_1 @TravisBrendan2 @curated_value @JDerevyanny 15-20x cash flow imo"  
[X Link](https://x.com/Wwcap2/status/1720489886573011269)  2023-11-03T17:15Z [---] followers, [--] engagements


"@ticker_research Why cant they invest directly through the treasury"  
[X Link](https://x.com/Wwcap2/status/1722393800411083090)  2023-11-08T23:20Z [---] followers, [--] engagements


"$BATRK Atlanta Braves making an appearance on Berkshires 13F is interesting"  
[X Link](https://x.com/Wwcap2/status/1724827831853572257)  2023-11-15T16:32Z [---] followers, [---] engagements


"@ComebackCap $JNJ for sure. Maybe $MSFT"  
[X Link](https://x.com/Wwcap2/status/1724955631784731038)  2023-11-16T01:00Z [---] followers, [---] engagements


"Is $FTNT is a good buy here cheaper than its been in its recent history @ 25x FCF I understand growth has slowed but why is this just not a momentary lull before reaccelerating Buying back gobs of stock and quite shareholder friendly"  
[X Link](https://x.com/Wwcap2/status/1728271469573185577)  2023-11-25T04:36Z [---] followers, [---] engagements


"$APO ready for launch Bank of America just put out a note saying they expect $UBER to be added to the S&P [---] by year end (December rebalance). They expect $KKR and $APO to be added next year. Bank of America just put out a note saying they expect $UBER to be added to the S&P [---] by year end (December rebalance). They expect $KKR and $APO to be added next year"  
[X Link](https://x.com/Wwcap2/status/1729863950613794874)  2023-11-29T14:04Z [---] followers, [---] engagements


"@blondesnmoney Why wouldnt $NEE take under $NEP and screw over $NEP shareholders to the benefit of $NEE"  
[X Link](https://x.com/Wwcap2/status/1730288097491853797)  2023-11-30T18:10Z [---] followers, [---] engagements


"@numbersnarrati you don't think the 23% YoY revenue growth for [--] years straight is too optimistic"  
[X Link](https://x.com/Wwcap2/status/1732178363911909836)  2023-12-05T23:21Z [---] followers, [---] engagements


"If you believe more things will be shipped between people and between businesses and across countries you should be long $DSGX $MANH or $SPSC"  
[X Link](https://x.com/Wwcap2/status/1732275857379705286)  2023-12-06T05:48Z [---] followers, [---] engagements


"$MYRG and $PWR are back"  
[X Link](https://x.com/Wwcap2/status/1733242915869090022)  2023-12-08T21:51Z [---] followers, [---] engagements


"So $GME is still +230% presqueeze and ryan cohen is going to run the core business as basically breakeven which has nearly been achieved AND use the $900 million net cash balance sheet war chest to invest/gamble on the cusp of the next bull market. Count me fucking in"  
[X Link](https://x.com/Wwcap2/status/1733737217808310429)  2023-12-10T06:35Z [---] followers, [---] engagements


"120 by [----] $APO $APO An interesting play here. Working on a CnH continuation pattern. Interesting fundamentals. When I have more time would want to learn a bit more about what they do. https://t.co/b3bD9NbDpe $APO An interesting play here. Working on a CnH continuation pattern. Interesting fundamentals. When I have more time would want to learn a bit more about what they do. https://t.co/b3bD9NbDpe"  
[X Link](https://x.com/Wwcap2/status/1734067666187378772)  2023-12-11T04:28Z [---] followers, [---] engagements


"Will buy more $GTBIF if it gets back into that $5-6. Would be trading 5x cash flow at that point. Liquidation levels"  
[X Link](https://x.com/Wwcap2/status/1734649502663839811)  2023-12-12T19:00Z [---] followers, [---] engagements


"$V $BKNG $SNPS $UBER $DKNG"  
[X Link](https://x.com/Wwcap2/status/1734683404262899984)  2023-12-12T21:15Z [---] followers, [---] engagements


"I want to better understand why I've been so wrong about $GTBIF; operating CF grown 100+% since [----] yet stock has been crushed. They are current on taxes and do not have excess debt. As capex declines FCF should rise dramatically; It's trading at 10x CF What am I missing"  
[X Link](https://x.com/Wwcap2/status/1734703731499770325)  2023-12-12T22:36Z [---] followers, [----] engagements


"$VRTX is the new focus"  
[X Link](https://x.com/Wwcap2/status/1735078544542212405)  2023-12-13T23:25Z [---] followers, [---] engagements


"@AreteTrading $VRTX"  
[X Link](https://x.com/Wwcap2/status/1735086878905237576)  2023-12-13T23:58Z [---] followers, [---] engagements


"$VRTX has a chance to kill $PODD $DXCM $TNDM and wound $NVO $LLY and $ABT"  
[X Link](https://x.com/Wwcap2/status/1735120797570630092)  2023-12-14T02:13Z [---] followers, [---] engagements


"@UrInsideMan $SBNY made these videos too"  
[X Link](https://x.com/Wwcap2/status/1735398562572431717)  2023-12-14T20:37Z [---] followers, [---] engagements


"if $VRTX is moderately successful in their pipeline its a $200-$400 bn company. If its fully successful it will be $1 trn+ along with $LLY and $NVO"  
[X Link](https://x.com/Wwcap2/status/1735403077438685632)  2023-12-14T20:55Z [---] followers, [---] engagements


"How did it feel holding $NVDA [----] - [----] $LLY [----] - [----] Or $AAPL [----] - [----] Welcome to $GTBIF [----] - 2023"  
[X Link](https://x.com/Wwcap2/status/1735456695755612601)  2023-12-15T00:28Z [---] followers, [---] engagements


"@Larryjamieson_ $APO $MYRG"  
[X Link](https://x.com/Wwcap2/status/1735504401672917143)  2023-12-15T03:37Z [---] followers, [---] engagements


"Please be the goddamn top on this scamco $BX PRIVATE EQUITY GIANT BLACKSTONE JUST RELEASED A HOLIDAY MUSIC VIDEO THIS IS THE BEST THING I HAVE WATCHED THIS WEEK $BX https://t.co/MTNFudzwuY PRIVATE EQUITY GIANT BLACKSTONE JUST RELEASED A HOLIDAY MUSIC VIDEO THIS IS THE BEST THING I HAVE WATCHED THIS WEEK $BX https://t.co/MTNFudzwuY"  
[X Link](https://x.com/Wwcap2/status/1735535529943294366)  2023-12-15T05:41Z [---] followers, [---] engagements


"Wait until I shortsqueeze your grandmas mortgage via the $JPM- $APO private credit interface. Then well see whos laughing"  
[X Link](https://x.com/Wwcap2/status/1735654345843036670)  2023-12-15T13:33Z [---] followers, [---] engagements


"@thequailmane @B_Funk_ I also believe that the failures in Canada and the punitive tax environment has led to companies that are more resilient and careful which will translate into more efficient operators and more profit once reform is here"  
[X Link](https://x.com/Wwcap2/status/1735784095659991366)  2023-12-15T22:09Z [---] followers, [--] engagements


"It is surprising to see such an esteemed research professor leave behind the status that comes along with a Harvard professorship. If I dont publish another paper thats OK with me but I want to see more patients cured with stem cell-derived islets. A 🧵 about Doug Melton:"  
[X Link](https://x.com/Wwcap2/status/1735919825401061666)  2023-12-16T07:08Z [---] followers, [---] engagements


"Doug Melton biography is littered with successes: He is one of the original medical advisors of $GILD Gilead initially named Oligogen in [----]. Additionally his early career work was focused on mRNA which helped lay the foundation for future mRNA vaccines"  
[X Link](https://x.com/Wwcap2/status/1735919826500042959)  2023-12-16T07:08Z [---] followers, [--] engagements


"The pivot to T1D: In the 1990s his son was diagnosed with T1D at [--] months of age and ever since he has been focused on curing T1D He founded Semma therapeutics in [----] to focus on using stem cells to derive insulin-producing beta cells"  
[X Link](https://x.com/Wwcap2/status/1735919827942854855)  2023-12-16T07:08Z [---] followers, [--] engagements


"Semma was acquired by $VRTX in [----] for $950 million. In [----] Doug Melton left Harvard to fully commit his time in finishing the mission he set out on [--] years ago: finding a cure for T1D. All eyes are on $VRTX candidates VX-880 and VX-264"  
[X Link](https://x.com/Wwcap2/status/1735919829373128853)  2023-12-16T07:08Z [---] followers, [---] engagements


"$MAR at all time high while $VAC is close to Covid lows; Make it Make Sense"  
[X Link](https://x.com/Wwcap2/status/1736100500842394085)  2023-12-16T19:06Z [---] followers, [---] engagements


"@long_equity $VRTX for sure"  
[X Link](https://x.com/Wwcap2/status/1736146013780341007)  2023-12-16T22:07Z [---] followers, [---] engagements


"@cfromhertz what is your favorite"  
[X Link](https://x.com/Wwcap2/status/1736581275182387532)  2023-12-18T02:56Z [---] followers, [---] engagements


"@nolastevedore Thoughts on $VRTX"  
[X Link](https://x.com/Wwcap2/status/1736805580927643851)  2023-12-18T17:48Z [---] followers, [---] engagements


"I can't wrap my head around the bidding of $COST. $BJ exactly the same business with slightly less historical revenue growth and slightly worse balance sheet but same margins. It also has similar ROA. Trades at 40% the valuation; MAKE IT MAKE SENSE"  
[X Link](https://x.com/Wwcap2/status/1736887535786168617)  2023-12-18T23:13Z [---] followers, [---] engagements


"@PotMom2012 Same but not as long ago. Maybe a year or so ago for me. I dont think its too late considering the growth ongoing if you believe AI is a sustainable trend one of its big direct new customers is $NVDA so a bit tied to then as well"  
[X Link](https://x.com/Wwcap2/status/1737253693232202189)  2023-12-19T23:28Z [---] followers, [--] engagements


"$ILMN has the worst [--] year stock performance of any stock with a market cap of over [--] billion"  
[X Link](https://x.com/Wwcap2/status/1737265429813301653)  2023-12-20T00:15Z [---] followers, [---] engagements


"@AlphaBetaAnil why not $VRTX"  
[X Link](https://x.com/Wwcap2/status/1737306564569047449)  2023-12-20T02:58Z [---] followers, [--] engagements


"@blondesnmoney Where is $HOOD"  
[X Link](https://x.com/Wwcap2/status/1737572356778762261)  2023-12-20T20:35Z [---] followers, [--] engagements


"The cycle has bottomed $MU"  
[X Link](https://x.com/Wwcap2/status/1737586784056266962)  2023-12-20T21:32Z [---] followers, [---] engagements


"$COIN NONSTOP"  
[X Link](https://x.com/Wwcap2/status/1740069619363102784)  2023-12-27T17:58Z [---] followers, [---] engagements


"As A🐝 says it's time for Ben Kovler Marc Rowan Rick and Swartz to Put That Shit On in 2024; #PTSO $GTBIF $APO $MYRG"  
[X Link](https://x.com/Wwcap2/status/1741610015469756800)  2023-12-31T23:59Z [---] followers, [---] engagements


"Happy New Year fintwit May [----] be prosperous and cash flow positive for you all"  
[X Link](https://x.com/Wwcap2/status/1741640058204024926)  2024-01-01T01:58Z [---] followers, [---] engagements


"@davey_juice $amgn"  
[X Link](https://x.com/Wwcap2/status/1741709228367061087)  2024-01-01T06:33Z [---] followers, [--] engagements


"@DeepSailCapital @Maksim_P_M $LLY and $NVO underperform as $AMGNs glp-1 drug becomes one of the best at a cheaper price point"  
[X Link](https://x.com/Wwcap2/status/1741854847865966808)  2024-01-01T16:12Z [---] followers, [---] engagements


"$AMGN top pick 2024"  
[X Link](https://x.com/anyuser/status/1742198325506457888)  2024-01-02T14:57Z [--] followers, [---] engagements


"King of Insurance is too cheap $CB"  
[X Link](https://x.com/Wwcap2/status/1742209639201317344)  2024-01-02T15:42Z [---] followers, [---] engagements


"@HighyieldHarry long $APO; Rowan will deliver us"  
[X Link](https://x.com/Wwcap2/status/1742340903816376341)  2024-01-03T00:23Z [---] followers, [----] engagements


"$CB Chubb can benefit from China's reopening as they own 82% of Huatei securities which is composed of an asset-management life insurance and P&C insurance segment. Huatei has over $100 billion in AUM"  
[X Link](https://x.com/Wwcap2/status/1742354948480974952)  2024-01-03T01:19Z [---] followers, [---] engagements


"$HSY maxis are back. Insufferable lot"  
[X Link](https://x.com/Wwcap2/status/1742369345836102040)  2024-01-03T02:16Z [---] followers, [---] engagements


"@KoyfinCharts $CB well $DUOL poorly"  
[X Link](https://x.com/Wwcap2/status/1742378218978439408)  2024-01-03T02:51Z [---] followers, [---] engagements


"@CCM_Brett @chitchatmoney $APO"  
[X Link](https://x.com/Wwcap2/status/1742925495518593413)  2024-01-04T15:06Z [---] followers, [--] engagements


"$APO ATH -- SEND IT GODDAMNIT"  
[X Link](https://x.com/Wwcap2/status/1742970525767311854)  2024-01-04T18:05Z [---] followers, [---] engagements


"$COST CANNOT BE STOPPED"  
[X Link](https://x.com/Wwcap2/status/1743042671189332447)  2024-01-04T22:52Z [---] followers, [---] engagements


"Cannabis bulls don't need growth in absolute cannabis consumption to see good gains; [--]. Canna Stocks are cheap [--]. Reform through Sched [--] and 280E elimination would increase net income 200-300% [--]. Conversion of illicit to legal sales can drive revenue growth for companies"  
[X Link](https://x.com/Wwcap2/status/1743053039089717759)  2024-01-04T23:33Z [---] followers, [---] engagements


"$TCNNF Trulieve and $AYRWF Ayr do seem to have the most upside in a US canna bull market; I just prefer to sleep better at night knowing the balance sheet and cash flow that $GTBIF has. I know it will probably underperform in a bull market but will outperform in the bear"  
[X Link](https://x.com/Wwcap2/status/1743510183949586917)  2024-01-06T05:49Z [---] followers, [----] engagements


"@rawsalerts Short $BA into the earth"  
[X Link](https://x.com/Wwcap2/status/1743520324597973223)  2024-01-06T06:30Z [---] followers, [---] engagements


"What I learned from the Great Inflation of [----] is that you want to own wholesale businesses that can raise prices and/or drive revenue growth $MCK $COST $GWW"  
[X Link](https://x.com/Wwcap2/status/1748007789446808044)  2024-01-18T15:41Z [---] followers, [---] engagements


"why do these all have the same vibe $SPOT $UBER $DKNG"  
[X Link](https://x.com/anyuser/status/1750213520686284949)  2024-01-24T17:46Z [--] followers, [---] engagements


"$BA will not succeed until they have a board and CEO who does not care about the stock price"  
[X Link](https://x.com/Wwcap2/status/1750355815540633926)  2024-01-25T03:12Z [---] followers, [---] engagements


"@blondesnmoney Glad you have come to this conclusion; Paying up for quality within an industry is often rewarded; except $TSLA ofc"  
[X Link](https://x.com/Wwcap2/status/1750359558306808113)  2024-01-25T03:26Z [---] followers, [---] engagements


"$BX Credit and Insurance was clearly driving much of the growth Bullish for $APO"  
[X Link](https://x.com/Wwcap2/status/1750497830614011996)  2024-01-25T12:36Z [---] followers, [---] engagements


"Not the correct assessment of the situation imo; the reason these stocks are cheap and down is because of a combo of [--]. growth slowdown since [----] which has hit the multiples [--]. stagnant regulatory reform leading to massive tax burdens $MSOS $GTBIF Watched Dumb Money last night on Netflix pretty good. I think all crypto traders should watch it to understand how euphoria can take over and stop you from taking profits because of a mission. Your mission is to make money not to fall in love with the stocks or the coins Watched Dumb Money last night on Netflix pretty good. I think all crypto"  
[X Link](https://x.com/Wwcap2/status/1750582493122609420)  2024-01-25T18:12Z [---] followers, [---] engagements


"@JeffAmazonX Just buy highest priced stocks: $BRK $BKNG $CMG $ORLY $AZO $NVR Amazing alpha in this strat"  
[X Link](https://x.com/Wwcap2/status/1752389299411038467)  2024-01-30T17:52Z [---] followers, [---] engagements


"$CB Chubb with an amazing 85.8% combined ratio"  
[X Link](https://x.com/Wwcap2/status/1752459792516354099)  2024-01-30T22:32Z [---] followers, [---] engagements


"$APO Rowan will deliver us"  
[X Link](https://x.com/Wwcap2/status/1753534473029718254)  2024-02-02T21:42Z [---] followers, [---] engagements


"Is $GTBIF gunna buy Cansortium or what"  
[X Link](https://x.com/Wwcap2/status/1753620515594408180)  2024-02-03T03:24Z [---] followers, [---] engagements


"US Stock Market since [----] The size of this bull https://t.co/mmGcINeICP The size of this bull https://t.co/mmGcINeICP"  
[X Link](https://x.com/Wwcap2/status/1754046748853436451)  2024-02-04T07:38Z [---] followers, [---] engagements


"Not many sectors can keep up with big tech but the alt asset manager sector is one that can. $KKR $ARES $APO"  
[X Link](https://x.com/Wwcap2/status/1755639529694707805)  2024-02-08T17:07Z [---] followers, [---] engagements


"If $APO can execute on even 50% of the potential growth drivers that Marc laid out on the call this bad boy is going to $500 over the next decade"  
[X Link](https://x.com/Wwcap2/status/1755839739788197966)  2024-02-09T06:23Z [---] followers, [---] engagements


"$ZION and $VFC next out of the index $APO and $KKR next to join"  
[X Link](https://x.com/Wwcap2/status/1756115544271446445)  2024-02-10T00:39Z [---] followers, [---] engagements


"PE firm should buy $EBAY and fix their customer service and improve seller/buyer tools"  
[X Link](https://x.com/Wwcap2/status/1756191856226894107)  2024-02-10T05:42Z [---] followers, [--] engagements


"$EBAY absolutely criminal considering their anemic growth Still true today. Low growth with SBC eating up a huge portion of operating profit is not a sustainable formula. Something will have to give. Still true today. Low growth with SBC eating up a huge portion of operating profit is not a sustainable formula. Something will have to give"  
[X Link](https://x.com/Wwcap2/status/1756401922922135797)  2024-02-10T19:37Z [---] followers, [---] engagements


"$UNH the thief of US GDP Charting the "unstoppable" stocks The Chartmaster @carterbworth lays out key levels for some of the top performers in the market and where they could be headed next. $ANF $DECK $NVDA $LLY $UNH https://t.co/nuCIg41VTF Charting the "unstoppable" stocks The Chartmaster @carterbworth lays out key levels for some of the top performers in the market and where they could be headed next. $ANF $DECK $NVDA $LLY $UNH https://t.co/nuCIg41VTF"  
[X Link](https://x.com/Wwcap2/status/1758031336596545796)  2024-02-15T07:31Z [---] followers, [---] engagements


"Great results from $AM - Rising FCF due to Capex - Debt ; approaching [---] leverage target - Safe 7.3% yield - NEW $500 million buyback = 10% of market cap Basically a safe 10% yearly shareholder return that benefits from qualified dividend status (C-corp)"  
[X Link](https://x.com/Wwcap2/status/1758920091217862815)  2024-02-17T18:23Z [---] followers, [---] engagements


"$AM weekly chart all time (adjusted for dividends); Bounced on earnings right around where the horizontal line is;"  
[X Link](https://x.com/Wwcap2/status/1759749419715752208)  2024-02-20T01:18Z [---] followers, [---] engagements


"Earnings are ELECTRIFIED at $PWR Quanta; printing a nice PEG off a cup n handle; NEW ATH"  
[X Link](https://x.com/Wwcap2/status/1760699141879996637)  2024-02-22T16:12Z [---] followers, [---] engagements


"Warren explains what makes a great investment over time in this quote:"  
[X Link](https://x.com/Wwcap2/status/1761445020870004978)  2024-02-24T17:36Z [---] followers, [---] engagements


"The real takeaway from his earnings is that insurance is booming rn $CB $PGR $ALL And by extension alt asset managers who have bought insurance operations $APO athene $KKR global atlantic Berkshire Hathaway's $BRK.A operating earnings jump 28% in the fourth quarter $37.350 billion in [----] up 17% from $30.853 billion in the prior year per CNBC. Berkshire Hathaway's $BRK.A operating earnings jump 28% in the fourth quarter $37.350 billion in [----] up 17% from $30.853 billion in the prior year per CNBC"  
[X Link](https://x.com/Wwcap2/status/1761852392209797150)  2024-02-25T20:35Z [---] followers, [---] engagements


"$EBAY. Perfect stock to run the wheel on"  
[X Link](https://x.com/Wwcap2/status/1762615512058495031)  2024-02-27T23:07Z [---] followers, [---] engagements


"New interview just dropped $APO Apollo CEO Marc Rowan in this interview offers great insights on the economy private credit private equity public markets and more. Apollo is a major player with $500 billion AUM in private credit alone. @apolloglobal $APO #privatecredit #privateequity https://t.co/ZLXoddJPXJ Apollo CEO Marc Rowan in this interview offers great insights on the economy private credit private equity public markets and more. Apollo is a major player with $500 billion AUM in private credit alone. @apolloglobal $APO #privatecredit #privateequity https://t.co/ZLXoddJPXJ"  
[X Link](https://x.com/Wwcap2/status/1762685521090777536)  2024-02-28T03:45Z [---] followers, [---] engagements


"$CEG is new focus"  
[X Link](https://x.com/Wwcap2/status/1762721328732266950)  2024-02-28T06:08Z [---] followers, [--] engagements


"@SemiEvolvedM @stock_mj They called out about 50% of their tax burden would be lifted so lets say $60 million; net income would go up 2.5x if that dropped to the bottom line Cash flow from operations would go to $300 mn seems about right"  
[X Link](https://x.com/Wwcap2/status/1762973384697102778)  2024-02-28T22:49Z [---] followers, [--] engagements


"@SemiEvolvedM @stock_mj I don't think they'd issue a dividend considering the industry is so dynamic and having a fortress balance sheet is necessary in regards to future capex/M&A"  
[X Link](https://x.com/Wwcap2/status/1762973546253316478)  2024-02-28T22:50Z [---] followers, [--] engagements


"@JonahLupton @goldisinsurance Shouldve been $APO and $KKR"  
[X Link](https://x.com/Wwcap2/status/1763785354329432086)  2024-03-02T04:36Z [---] followers, [---] engagements


"$SMCI and $DECK added to S&P is a complete joke imo. Forcing these inflated stocks onto retirees and indexooors The committee should know better. Shouldve been $APO Raising cash and selling VOO stat on Monday"  
[X Link](https://x.com/Wwcap2/status/1763792394787459168)  2024-03-02T05:04Z [---] followers, [---] engagements


"@DurableCreators $NVDA is cyclical; $COST is not"  
[X Link](https://x.com/Wwcap2/status/1764743964442128711)  2024-03-04T20:05Z [---] followers, [---] engagements


"Since COVID $BJ has actually outperformed $COST"  
[X Link](https://x.com/Wwcap2/status/1765230890559402174)  2024-03-06T04:20Z [---] followers, [---] engagements


"$GTBIF now producing more TTM cash flow ($225 mn) than $DSGX ($207 mn) yet $DSGX is worth [---] as much. Make it make sense"  
[X Link](https://x.com/Wwcap2/status/1765543290563166659)  2024-03-07T01:01Z [---] followers, [---] engagements


"@Quartr_App @TSOH_Investing @CannibalsInvest @CharlieMunger00 @MohnishPabrai @Quality_stocksA @stonkmetal @evfcfaddict @artofinvestmnt $EBAY and $ATKR are more recent ones"  
[X Link](https://x.com/Wwcap2/status/1767573005968834787)  2024-03-12T15:26Z [---] followers, [---] engagements


"$NVDA and $SMCI are not the holy grail; $WING is"  
[X Link](https://x.com/Wwcap2/status/1767611476490043742)  2024-03-12T17:59Z [---] followers, [---] engagements


"@WarrenIsGod I don't even think it's that really; Even a chicken shop like $WING (also a competitive market.) can trade at insane multiples. The issue is two-fold: yes 280E is a huge problem but another problem is that growth has eroded in the industry. Investors do not buy ex-growth"  
[X Link](https://x.com/Wwcap2/status/1767681403980861750)  2024-03-12T22:37Z [---] followers, [--] engagements


"$WSM. Nothing stops this train"  
[X Link](https://x.com/Wwcap2/status/1767925826673111070)  2024-03-13T14:48Z [---] followers, [---] engagements


"Just to put in perspective a small fry like me represented 1/10 of daily volume of $AYWWF. Literally nobody cares and nobody is looking at these stocks. The buyers are much much higher $MSOS"  
[X Link](https://x.com/Wwcap2/status/1768006700793991653)  2024-03-13T20:10Z [---] followers, [----] engagements


"WW cap announces operation against overpriced chicken wings $WING. Many have been shredded by this one. May the odds be in my favor"  
[X Link](https://x.com/Wwcap2/status/1768010041901117884)  2024-03-13T20:23Z [---] followers, [---] engagements


"$UA is new focus This is actually somewhat interesting $UA https://t.co/tqLhDmcS6i This is actually somewhat interesting $UA https://t.co/tqLhDmcS6i"  
[X Link](https://x.com/Wwcap2/status/1768055120984490334)  2024-03-13T23:22Z [---] followers, [---] engagements


"Commodities breaking out; US Dollar flying; jobless claims down; PPI double the expected What am I missing Why would there be any rate cuts"  
[X Link](https://x.com/Wwcap2/status/1768353174811799728)  2024-03-14T19:07Z [---] followers, [---] engagements


"2 tech stocks that are reasonably priced that may benefit from AI: $GDDY $EBAY"  
[X Link](https://x.com/Wwcap2/status/1768428286449733682)  2024-03-15T00:05Z [---] followers, [---] engagements


"No fed cut = Cash $DXY Fed cut = $XLE and $MPC"  
[X Link](https://x.com/Wwcap2/status/1768440262664102268)  2024-03-15T00:53Z [---] followers, [---] engagements


"@xaigorgo @amitisinvesting $PWR $CELH $LLY would like a word"  
[X Link](https://x.com/Wwcap2/status/1769583532295192637)  2024-03-18T04:36Z [---] followers, [---] engagements


"@ImpassableNot @DTRTcannabis Explain to me why it would be $50 Underlying companies dont have the growth or cash flow warranting such a high price"  
[X Link](https://x.com/Wwcap2/status/1770698356244762755)  2024-03-21T06:26Z [---] followers, [--] engagements


"$MPC mkt cap of $72 bn Owns 65% of MPLX = $27 bn 72-27 = $45 bn for underlying business produces $11bn of FCF currently 4x FCF - Jpow signalling he will not be aggressive w/ inflation anymore - using 100% of FCF for buybacks (share count -45% in [--] years) What am I missing"  
[X Link](https://x.com/Wwcap2/status/1770880848050397600)  2024-03-21T18:31Z [---] followers, [----] engagements


"@WCInvestor The opportunity costs of missing $NVDA $LLY and a few others has been large"  
[X Link](https://x.com/Wwcap2/status/1770891285655679435)  2024-03-21T19:12Z [---] followers, [---] engagements


"@DTRTcannabis not that crazy considering most MSOs have [--] exposure to Germany/International except for $CURLF"  
[X Link](https://x.com/Wwcap2/status/1771261197758730650)  2024-03-22T19:42Z [---] followers, [---] engagements


"Has the LP shitco squeeze ended yet $CGC $TLRY $MSOS These companies produce no cash flow no earnings dilute shareholders at absurd levels and led by CEOs who dont understand the industry. Probably have never even smoked weed"  
[X Link](https://x.com/Wwcap2/status/1772266646243066033)  2024-03-25T14:17Z [---] followers, [----] engagements


"@WarrenIsGod If 280E is eliminated $GTBIF should produce about $500 mn in free cash flow over the next [--] years; That's about 1/6 of its market cap"  
[X Link](https://x.com/Wwcap2/status/1772844084295504104)  2024-03-27T04:32Z [---] followers, [---] engagements


"Wen Silverlake buyout of $EDR for $30"  
[X Link](https://x.com/Wwcap2/status/1773155671912886482)  2024-03-28T01:10Z [---] followers, [---] engagements


"@DTRTcannabis @izzyonit odds supreme court says no"  
[X Link](https://x.com/Wwcap2/status/1773159836533899377)  2024-03-28T01:27Z [---] followers, [--] engagements


"Stocks I like: $TKO -- unique asset trades at a discount to a peer like $FWONK $EBAY -- cheap share cannibal w/ stagnant business but massive FCF generation (10x) $MPC -- Owns 64% of $MPLX; underlying business is thus quite cheap inflation hedge but cyclical industry"  
[X Link](https://x.com/Wwcap2/status/1775253430874853546)  2024-04-02T20:06Z [---] followers, [---] engagements


"$WING continues to ascend to astronomical heights; I am no longer involved"  
[X Link](https://x.com/Wwcap2/status/1775528140372074990)  2024-04-03T14:17Z [---] followers, [---] engagements


"$APO is ready; The Darth Vader marches on"  
[X Link](https://x.com/Wwcap2/status/1778269809601392898)  2024-04-11T03:52Z [---] followers, [---] engagements


"Yield curve control is in the US' future"  
[X Link](https://x.com/Wwcap2/status/1778281108393574716)  2024-04-11T04:37Z [---] followers, [--] engagements


"@Akston_Capital @bod11111 @moneyinthedc What preferreds do you think look attractive at todays levels Theres a new $SYFpB but the higher yield comes with the credit risk accompanying a credit card issuer"  
[X Link](https://x.com/Wwcap2/status/1780345007792123991)  2024-04-16T21:18Z [---] followers, [---] engagements


"WW Cap Holdings: Cannabis ( $GTBIF $MSOS (shares + options) $AYWWF) = 35.58% Energy ( $AM $ET $MPC) = 12.58% Cash + Cash Equiv. ( Uninvested Cash $SGOV $EDR) = 6.1% Canna Energy and Cash = 54.26%"  
[X Link](https://x.com/Wwcap2/status/1781143253573640368)  2024-04-19T02:10Z [---] followers, [---] engagements


"Anyone know where I can find a list of recent dividend initiators $BKNG $META $CRM $ATKR I know of but theres definitely more Feels like fertile ground for research"  
[X Link](https://x.com/Wwcap2/status/1782085089049866316)  2024-04-21T16:32Z [---] followers, [---] engagements


"The reason $BRK.A has been outperforming $SPY is because within Berkshire there is a $PGR driving the stock"  
[X Link](https://x.com/Wwcap2/status/1782989285693493384)  2024-04-24T04:25Z [---] followers, [---] engagements


"$LEG this dividend king is finished; fatality"  
[X Link](https://x.com/Wwcap2/status/1785458717602803724)  2024-04-30T23:58Z [---] followers, [---] engagements


"@XavioMtl As an investor the stock price will take care of itself in time; you need a timeline of 5-10 yrs in this sector at least Dont invest in cannabis if you need the money next week or next yr even"  
[X Link](https://x.com/Wwcap2/status/1785839355602321880)  2024-05-02T01:10Z [---] followers, [--] engagements


"Ben is becoming unhinged. Makes me doubt $GTBIF as an investment more and more $MSOS I freaking hate this sector 🤣 $MSOS I freaking hate this sector 🤣"  
[X Link](https://x.com/Wwcap2/status/1786010574809190799)  2024-05-02T12:31Z [---] followers, [----] engagements


"Strong results from $APO; Continued growth in AUM (+12%) and strong FRE margin performance Record inflows from Athene as higher yields make Annuities attractive Impressive net spread performance in SRE of 1.47% which is 12% higher than Q12023"  
[X Link](https://x.com/Wwcap2/status/1786023607585362399)  2024-05-02T13:23Z [---] followers, [---] engagements


"$MKL new all time high congrats to longs"  
[X Link](https://x.com/Wwcap2/status/1786115329233399988)  2024-05-02T19:27Z [---] followers, [---] engagements


"@nope_its_lily [--] bagger $EW edwards disagrees with you"  
[X Link](https://x.com/Wwcap2/status/1786165546049827076)  2024-05-02T22:47Z [---] followers, [--] engagements


"$MSOS @RevShark Those bearish on $MSOS identified this days ago. OMB review coupled with the public comment period and other bureaucratic "red tape" could take this after the election. Potentially if conservatives win this could derail the reclassification. That's how the stocks are behaving. @RevShark Those bearish on $MSOS identified this days ago. OMB review coupled with the public comment period and other bureaucratic "red tape" could take this after the election. Potentially if conservatives win this could derail the reclassification. That's how the stocks are behaving"  
[X Link](https://x.com/Wwcap2/status/1787945033611538513)  2024-05-07T20:38Z [---] followers, [---] engagements


"@UrInsideMan @Rebrand_As_Y I'd argue for a company like $MTCH the FCF should be dividended out instead of for repurchasing shares because the terminal value is unclear"  
[X Link](https://x.com/Wwcap2/status/1788263162338267426)  2024-05-08T17:42Z [---] followers, [---] engagements


"Casino/gaming companies quite strong. $WYNN with good results. Insider buys on $CHDN and $CZR. $DKNG also good results"  
[X Link](https://x.com/Wwcap2/status/1788263959461519709)  2024-05-08T17:45Z [---] followers, [---] engagements


"HOLY BONKERS $GTBIF insane beat; they paid all taxes AND had $80 mil in operating cash flow; on pace for over $320 mil in operating cash flow this year. Repurchased [--] million shares at $12.74 avg. Shares outstanding still up vs. prior qtr but hopefully will head lower soon"  
[X Link](https://x.com/Wwcap2/status/1788299936905240944)  2024-05-08T20:08Z [---] followers, [----] engagements


"With MN and OH still to come I think they could produce over $350 mil in operating cash flow this year and without 280E that could swell to near $500 mil ($30 mil in taxes per qtr). trading at less than 6x cash flow with alot of growth capex already complete"  
[X Link](https://x.com/Wwcap2/status/1788300678038798682)  2024-05-08T20:11Z [---] followers, [---] engagements


"@thequailmane The bigger threat is a management led buyout imo"  
[X Link](https://x.com/Wwcap2/status/1788306918189981860)  2024-05-08T20:36Z [---] followers, [---] engagements


"$GTBIF did a savvy job buying back stock with a $12.74 avg price paid considering the stock was as high as $15 in the quarter"  
[X Link](https://x.com/Wwcap2/status/1788309901103550502)  2024-05-08T20:48Z [---] followers, [---] engagements


"I forgot that Q2 is usually a weak quarter for OCF due to taxes paid so $GTBIF is on pace for about $250-$275 mn in cash flow this year w 280E probably about $375 w/o 280E"  
[X Link](https://x.com/Wwcap2/status/1788323881263993092)  2024-05-08T21:43Z [---] followers, [---] engagements


"@SemiEvolvedM Theyve reached terminal velocity imo. Gonna be tough for anyone to catch up. Balance sheet will only grow stronger over the next year"  
[X Link](https://x.com/Wwcap2/status/1788364628520546388)  2024-05-09T00:25Z [---] followers, [---] engagements


"@StonardPeter Considering every other industry has normal tax rates (and so will cannabis in time) and the fact that the company is a staple (staples have the highest multiples) I would pay about 20x cash flow for such a company that can grow topline around 8-10% for 5+ years 20-25$ is fair"  
[X Link](https://x.com/Wwcap2/status/1788384472645202177)  2024-05-09T01:44Z [---] followers, [--] engagements


"@SemiEvolvedM @sammyj_19 My initial math was a bit off: if you assume [---] mn in cash flow rest of year (250 mn for whole year) + [---] on balance sheet that gets you to [---]. Debt is [---] so that would be [---] mil. [---] mil in buybacks leads to [--] mil left. Not quite there but great nonetheless"  
[X Link](https://x.com/Wwcap2/status/1788404236759204004)  2024-05-09T03:02Z [---] followers, [--] engagements


"@SemiEvolvedM @sammyj_19 Pretty sure buyback authorization just means they are allowed to buyback but the cash for the actual repurchases are still within the "Cash" section of the balance sheet"  
[X Link](https://x.com/Wwcap2/status/1788405502193332432)  2024-05-09T03:07Z [---] followers, [--] engagements

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