# ![@wild_grover Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1236978827210915840.png) @wild_grover The Wild Grover

The Wild Grover posts on X about business, $powl, $ryan, $tw the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1236978827210915840/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1236978827210915840/c:line/m:interactions.svg)

- [--] Week [---] +234%
- [--] Month [-----] -26%
- [--] Months [-----] +136%
- [--] Year [-----] -61%

### Mentions: [--] [#](/creator/twitter::1236978827210915840/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1236978827210915840/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::1236978827210915840/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1236978827210915840/c:line/m:followers.svg)

- [--] Week [---] +1%
- [--] Month [---] +1%
- [--] Months [---] +5.40%
- [--] Year [---] +20%

### CreatorRank: [---------] [#](/creator/twitter::1236978827210915840/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1236978827210915840/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  37% [finance](/list/finance)  25% [technology brands](/list/technology-brands)  9% [cryptocurrencies](/list/cryptocurrencies)  9% [countries](/list/countries)  2% [currencies](/list/currencies)  2% [luxury brands](/list/luxury-brands)  1% [fashion brands](/list/fashion-brands)  1% [automotive brands](/list/automotive-brands)  1%

**Social topic influence**
[business](/topic/business) 8%, [$powl](/topic/$powl) 5%, [$ryan](/topic/$ryan) #3, [$tw](/topic/$tw) 4%, [$dfin](/topic/$dfin) 4%, [money](/topic/money) 3%, [investment](/topic/investment) 3%, [okta](/topic/okta) 3%, [market](/topic/market) 3%, [$anss](/topic/$anss) 3%

**Top accounts mentioned or mentioned by**
[@petermantas](/creator/undefined) [@ccmbrett](/creator/undefined) [@compoundpapi](/creator/undefined) [@crussian17](/creator/undefined) [@jerrycap](/creator/undefined) [@tintincapital](/creator/undefined) [@darkfirecapital](/creator/undefined) [@bebopcap](/creator/undefined) [@2cheap4growth](/creator/undefined) [@equitybrian](/creator/undefined) [@larryjamieson](/creator/undefined) [@returnoncap](/creator/undefined) [@nestbetter](/creator/undefined) [@buccocapital](/creator/undefined) [@aclu](/creator/undefined) [@theshortbear](/creator/undefined) [@kiwicarrotcake](/creator/undefined) [@upslopecapital](/creator/undefined) [@phoenixvalue](/creator/undefined) [@blondesnmoney](/creator/undefined)

**Top assets mentioned**
[Powell Industries Inc (POWL)](/topic/$powl) [Ryan Specialty Group Holdings, Inc (RYAN)](/topic/$ryan) [Tradeweb Markets Inc. Class A Common Stock (TW)](/topic/$tw) [Donnelley Financial Solutions, Inc. (DFIN)](/topic/$dfin) [ANSYS, Inc. (ANSS)](/topic/$anss) [Marsh & McLennan Companies, Inc. (MMC)](/topic/$mmc) [Aon PLC (AON)](/topic/$aon) [4 (FOUR)](/topic/$four) [Rambus Inc (RMBS)](/topic/$rmbs) [Decentral Games ICE (ICE)](/topic/$ice) [DeepSeek (DEEPSEEK)](/topic/deepseek) [Fortrea Holdings Inc. Common Stock (FTRE)](/topic/$ftre) [Endava plc American Depositary Shares (DAVA)](/topic/$dava) [Okta Inc (OKTA)](/topic/$okta) [Heroes of NFT (HON)](/topic/$hon) [BGC Group, Inc. Class A Common Stock (BGC)](/topic/$bgc) [Synopsys, Inc. (SNPS)](/topic/$snps) [Amentum Holdings, Inc. (AMTM)](/topic/$amtm) [Jacobs Solutions Inc (J)](/topic/$j) [Fiserv Inc (FISV)](/topic/$fisv) [Global Payments Inc (GPN)](/topic/$gpn) [PBF ENERGY INC. (PBF)](/topic/$pbf) [GLOBANT S.A. (GLOB)](/topic/$glob) [Exact Sciences Corp (EXAS)](/topic/$exas) [Starbucks Corporation (SBUX)](/topic/$sbux) [Rexford Industrial Realty, Inc. (REXR)](/topic/$rexr) [Canadian Pacific Railway (CP)](/topic/$cp) [Laboratory Corp. of America Holdings (LH)](/topic/$lh) [Iqvia Holdings Inc (IQV)](/topic/$iqv) [Alpha Technology Group Limited (ATGL)](/topic/alpha) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [IonQ, Inc. (IONQ)](/topic/$ionq) [EPAM Systems, Inc. (EPAM)](/topic/$epam) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Arista Networks Inc (ANET)](/topic/$anet) [Novo-Nordisk (NVO)](/topic/$nvo) [Adobe, Inc. (ADBE)](/topic/$adbe) [Fiserv, Inc. (FI)](/topic/$fi) [Progyny, Inc. Common Stock (PGNY)](/topic/$pgny) [MarketAxess Holdings Inc. (MKTX)](/topic/$mktx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Bought $AMTM in August. Defense contractor spin out of $J with exposure to missile defense and nuclear contracts. Biggest Q is whether a more focused management can improve margins. Knew it would be a slow burn but the fast money flying around has me looking like Tyrone Biggums"  
[X Link](https://x.com/anyuser/status/1976096294180618549)  2025-10-09T01:24Z [---] followers, [---] engagements


"Its time to buy $ryan. 24.8% revenue growth. 15% organic rev growth. EBIT margin at 29%+. The wholesale business should long term allow them to convert free cash flow at higher levels than even the big boys $aon and $mmc. The open AI announcement is bullshit"  
[X Link](https://x.com/wild_grover/status/2021097244548559313)  2026-02-10T05:41Z [---] followers, [---] engagements


"@DarkfireCapital My ass got cooked by $FISV cooking up shenanigans in Argentina. Im snake bitten on the name. Bought $GPN for payments exposure after that ordeal"  
[X Link](https://x.com/wild_grover/status/2018548507444166701)  2026-02-03T04:54Z [---] followers, [---] engagements


"@bebop_cap $AON and $MMC convert mid 90% of their Net Income to FCF. Insurance brokerage is an asset-lite business. $RYAN is using its revenue to organically grow the business and do M&A. As $RYAN matures its EBIT margin should remain around 30% should end up at mid 90%"  
[X Link](https://x.com/wild_grover/status/2021270113190588517)  2026-02-10T17:08Z [---] followers, [---] engagements


"@2cheap4growth @compoundpapi Why do you say Only thing that stops their trajectory are restrictions on O&G exports from the US"  
[X Link](https://x.com/wild_grover/status/1831451522061967580)  2024-09-04T21:57Z [---] followers, [--] engagements


"@EquityBrian Went long $powl and $pbf. Powell's more of a garpy name. They engineer the electrical boxes for the O&G industry. If LNG export buildout continues they should be able to benefit. $pbf is priced like it's immediately going out of business"  
[X Link](https://x.com/wild_grover/status/1834031262647939085)  2024-09-12T00:48Z [---] followers, [----] engagements


"@Larryjamieson_ Good god. The highest paid public employees in the US are college football coaches and medical doctors teaching at State School Med Schools. At least we get Saturday football and cutting edge health care"  
[X Link](https://x.com/wild_grover/status/1835155082398081526)  2024-09-15T03:14Z [---] followers, [--] engagements


"@returnoncap Money at the bank counts towards my rewards program"  
[X Link](https://x.com/wild_grover/status/1835840642741567832)  2024-09-17T00:38Z [---] followers, [---] engagements


"Net op income $64m with $18.7m coming from increased investment income. In FY'23 $fihl's written premiums increased by 24.7% consistent with guide. Net premiums earned up 16.8%. Combined Ratio was 92.7% (up from 79% the year prior). Target combined ratio in 80s"  
[X Link](https://x.com/wild_grover/status/1836089025893142958)  2024-09-17T17:05Z [---] followers, [--] engagements


"Mgmt on cap allocation. Stated 1st priority to reinvest in the business. $50m buyback buyback from Dec'23 completed and new auth for $200m BB program at 78% BV. At current valuation BB is a "no-brainer". Fixed income portfolio avg. 4.7% with duration of [---] ys. ROE guide 14-16%"  
[X Link](https://x.com/wild_grover/status/1836089027952546293)  2024-09-17T17:05Z [---] followers, [--] engagements


"The combined ratio slip is the most concerning metric. Management cited losses from OK Tornados. Combined ratio broken down: Policy acquisition expense 3d parties [----] pts. Partnership commissions were [--] points. Total commissions increased from [----] points. SG&A up [---] pts"  
[X Link](https://x.com/wild_grover/status/1836089030267801991)  2024-09-17T17:05Z [---] followers, [--] engagements


"@Crussian17 Been in the name for a while. Businesses are going to need the $okta offering. Just wish their main competitors were public so I could figure out if this was an industry problem or an $okta problem"  
[X Link](https://x.com/wild_grover/status/1846937032389439868)  2024-10-17T15:31Z [---] followers, [---] engagements


"@peter_mantas Turned the TV to Indiana-Nebraska after the red card. Lifes too short"  
[X Link](https://x.com/wild_grover/status/1847705442732126501)  2024-10-19T18:24Z [---] followers, [--] engagements


"BofA: Hosted Agustin Huerta $GLOB Head of Studios & AI. In 1H24 $GLOB stated 13% of total revs related to AI. Over time while most new incremental projects will be prone to GenAI adoption current projects less exposed given complexity surrounding code base size and format"  
[X Link](https://x.com/wild_grover/status/1850768892580315431)  2024-10-28T05:17Z [---] followers, [--] engagements


"@compoundpapi @NestBetter Its probably run too much and theyre going to need another investment cycle but you should throw $powl on a watchlist. Designs custom switchboards mostly for the O&G-petrochemical sector. High twenties margins. If it pulls back to a mid teens PE you get your IRR"  
[X Link](https://x.com/wild_grover/status/1850929672369951118)  2024-10-28T15:56Z [---] followers, [--] engagements


"$exas plunged after earnings. Tough result. I got in at around this price point. Ill have to take a look at the transcript and figure out where to go from here"  
[X Link](https://x.com/wild_grover/status/1853927074630640000)  2024-11-05T22:27Z [---] followers, [---] engagements


"@CCM_Brett $pm truly an uncorrelated asset"  
[X Link](https://x.com/wild_grover/status/1854221177763340709)  2024-11-06T17:55Z [---] followers, [---] engagements


"@buccocapital Big fan of the fella running $four"  
[X Link](https://x.com/wild_grover/status/1854694026085085364)  2024-11-08T01:14Z [---] followers, [---] engagements


"Has anyone come across any $rjf writeups Trying to understand the business better. Raymond James Financial numbers pretty reasonable here"  
[X Link](https://x.com/wild_grover/status/1855705401934991603)  2024-11-10T20:13Z [---] followers, [--] engagements


"$Dava and $four report before the bell tomorrow. Poor restaurant results this Q have me weary of $four results. Gonna be a very good day or a very bad day"  
[X Link](https://x.com/wild_grover/status/1856101079441608889)  2024-11-11T22:25Z [---] followers, [---] engagements


"@peter_mantas Were we ever really gone"  
[X Link](https://x.com/wild_grover/status/1857546055606481299)  2024-11-15T22:07Z [---] followers, [---] engagements


"As part of their turn around $sbux should start selling their own nicotine pouches"  
[X Link](https://x.com/wild_grover/status/1860358044980511156)  2024-11-23T16:21Z [---] followers, [--] engagements


"@JerryCap $dxcm"  
[X Link](https://x.com/wild_grover/status/1866972167344476280)  2024-12-11T22:23Z [---] followers, [---] engagements


"Road to Perdition is a criminally underrated movie. First look at old Tom Hanks. Paul Newman in fine form. Jude Law playing a creep and Daniel Craig playing an absolute scumbag. All wrapped around a 1930s prohibition storyline. What more could you want"  
[X Link](https://x.com/wild_grover/status/1869842894137503916)  2024-12-19T20:31Z [---] followers, [---] engagements


"Subscribed to $nflx for Christmas football. Amazing how easy it was for the NFL to eat the NBAs lunch"  
[X Link](https://x.com/wild_grover/status/1872027734710669713)  2024-12-25T21:12Z [---] followers, [--] engagements


"I've been working through the holidays a lot. Going to reposition after the new year. Writing some names down to get into when I have some time"  
[X Link](https://x.com/wild_grover/status/1872766515612926350)  2024-12-27T22:08Z [---] followers, [---] engagements


"@JerryCap Melrose Industries Pitch https://open.spotify.com/episode/0265EI37fLUCFzUo6SSVgisi=Uf-DVBvaQYaIxfoj1SfFoA https://open.spotify.com/episode/0265EI37fLUCFzUo6SSVgisi=Uf-DVBvaQYaIxfoj1SfFoA"  
[X Link](https://x.com/wild_grover/status/1872771924696469717)  2024-12-27T22:29Z [---] followers, [----] engagements


"Did some readying into CXL. Seems like the CXL protocol is a nonstarter and explains $rmbs lack of growth and reasonable valuation"  
[X Link](https://x.com/wild_grover/status/1872804274981486659)  2024-12-28T00:38Z [---] followers, [--] engagements


"Glad the @ACLU used their resources to take a stand the voiceless. Who else would speak for checks notes Lil Dirk https://chicago.suntimes.com/chicago-gangs/2024/12/30/lil-durk-crime-chicago-shooting-murder-for-hire-homicide-rap-lyrics-evidence https://chicago.suntimes.com/chicago-gangs/2024/12/30/lil-durk-crime-chicago-shooting-murder-for-hire-homicide-rap-lyrics-evidence"  
[X Link](https://x.com/wild_grover/status/1873948290288673284)  2024-12-31T04:24Z [---] followers, [---] engagements


"Sold some gains and made $rexr a full position today. Well run business with good growth and margins. It's been beaten down by Trump tariff news and tax loss selling. Looks like it'll be a decent return as the multiple's not demanding"  
[X Link](https://x.com/wild_grover/status/1874874277746618645)  2025-01-02T17:43Z [---] followers, [---] engagements


"@CCM_Brett Going to wait for the longshore union strike and look hard at US names heavily associated with trade. $CP $REXR"  
[X Link](https://x.com/wild_grover/status/1876364894368387525)  2025-01-06T20:27Z [---] followers, [---] engagements


"@CCM_Brett Also looks like you might get a decent IRR out of $ice here"  
[X Link](https://x.com/wild_grover/status/1876378624804388885)  2025-01-06T21:21Z [---] followers, [---] engagements


"@TheShortBear What are the chances Deepseek is lying about CapEx"  
[X Link](https://x.com/wild_grover/status/1882838513911226785)  2025-01-24T17:10Z [---] followers, [----] engagements


"What are the chances DeepSeek is lying about CapEx 100%"  
[X Link](https://x.com/wild_grover/status/1882839144680009762)  2025-01-24T17:13Z [---] followers, [--] engagements


"Looked at the CROs during the AFC ship. $FTRE is interesting. Recent spin out of $LH. 120m FCF on a 1.6B cap and [--] turns of debt. Same mgmt that merged Quintiles into $IQV. It's a pig but at 13X FCF it might be worth a punt"  
[X Link](https://x.com/wild_grover/status/1883732509948817780)  2025-01-27T04:23Z [---] followers, [---] engagements


"I used old FCF numbers. $FTRE lists their '24 OP FCF numbers as 246m - 28m CAP EX leaving '24 FCF at 217m which makes it more interesting"  
[X Link](https://x.com/wild_grover/status/1883738875824324672)  2025-01-27T04:48Z [---] followers, [--] engagements


"Seeking Alpha VaLuAtIoN AnAlYSiS on $POWL Currently the company's stock is trading at a forward non-GAAP P/E ratio of [-----] based on FY25 EPS estimate of $13.72. In comparison with its five year average P/E of [------] the stock appears to be notably discounted"  
[X Link](https://x.com/wild_grover/status/1884610064809689399)  2025-01-29T14:30Z [---] followers, [---] engagements


"Going balls long $ionq and $rgti tomorrow. Cant be affected by tariffs if they dont have revenue"  
[X Link](https://x.com/wild_grover/status/1886256250930725194)  2025-02-03T03:31Z [---] followers, [----] engagements


"Baffling stuff trying to fight multiple trade wars at once. Might be rough tomorrow. Well see how far $TW falls"  
[X Link](https://x.com/wild_grover/status/1886274426481614942)  2025-02-03T04:44Z [---] followers, [--] engagements


"$nice absolutely flushing on a weak [--] guide and $Dava back to where it was yesterday on solid earnings"  
[X Link](https://x.com/wild_grover/status/1892582266578272644)  2025-02-20T14:29Z [---] followers, [----] engagements


"$DAVA and $EPAM going to be putting in some work. $okta saying everyone asking them for agent ai identity product. They saying that [---] large companies in wait for their trial for that which is coming next q. Saying agentic ai to seats of people could be huge for them so now you have a ai bull case narrative for okta. Saying $okta saying everyone asking them for agent ai identity product. They saying that [---] large companies in wait for their trial for that which is coming next q. Saying agentic ai to seats of people could be huge for them so now you have a ai bull case narrative for okta."  
[X Link](https://x.com/wild_grover/status/1896942270085279867)  2025-03-04T15:14Z [---] followers, [---] engagements


"@kiwicarrotcake $powl has no AI exposure. Guided 20% revenue increase at 15% net margin. Cash flow depressed on a temporary basis for their expansion at their Houston facility"  
[X Link](https://x.com/wild_grover/status/1898442569501057532)  2025-03-08T18:35Z [---] followers, [--] engagements


"I low balled an order on Melrose Industries today. Company is a royalty on commercial aviation flying hours through [----] and its at a reasonable price"  
[X Link](https://x.com/wild_grover/status/1899486736016675208)  2025-03-11T15:45Z [---] followers, [--] engagements


"Added $ibkr today. Good business. Reasonable price"  
[X Link](https://x.com/wild_grover/status/1912544463815160042)  2025-04-16T16:31Z [---] followers, [---] engagements


"$ryan is a buy at 25x forward. Not too much further to go"  
[X Link](https://x.com/wild_grover/status/1914389047843127323)  2025-04-21T18:41Z [---] followers, [---] engagements


"$anet showing up in every S-MID cap investment fund. Feels like it's in every single one. Good net margin. Priced alright for the growth. Don't think I have a strong enough view on continued datacenter growth"  
[X Link](https://x.com/wild_grover/status/1929211799276068922)  2025-06-01T16:21Z [---] followers, [---] engagements


"@Tintincapital Ive owned $powl for a while and dont know what to do with it. Management strikes me as conservative engineers who fell into a silver mine as they're intent on keeping a large net cash balance. They've also been hinting that they're at peak margins"  
[X Link](https://x.com/wild_grover/status/1935106778552782893)  2025-06-17T22:46Z [---] followers, [---] engagements


"Youre the man Bobby Jenks. Rest in Peace"  
[X Link](https://x.com/wild_grover/status/1941697728997667125)  2025-07-06T03:16Z [---] followers, [--] engagements


"@UpslopeCapital @phoenixvalue I work in that area. I just cant love CLBT. The fundamental limiting factor is the # of investigators qualified to operate the system. Large areas seem to get by with 10-15 qualified individuals. Theres also significant risk that Apple and Samsung make the phone unbreakable"  
[X Link](https://x.com/wild_grover/status/1955676217270837337)  2025-08-13T17:01Z [---] followers, [--] engagements


"@blondesnmoney E&S performs better during rate cuts because admitted markets arent reaching for exposure with the promise of high interest returns on their fixed income. Feel like Im taking crazy pills"  
[X Link](https://x.com/wild_grover/status/1973768326825549921)  2025-10-02T15:13Z [---] followers, [--] engagements


"@P_Remarks Dont think French Revos a good analogy for the modern world. The breakdown of Spain before the civil war though thats got a concerning echo to it"  
[X Link](https://x.com/wild_grover/status/1976419723685527856)  2025-10-09T22:49Z [---] followers, [---] engagements


"@SayNoToTrading No view on the other names. I like $hon here. The breakup makes sense. The spincos look solid coming out of it"  
[X Link](https://x.com/wild_grover/status/1976431235099742607)  2025-10-09T23:35Z [---] followers, [---] engagements


"Thinking the move might be to buy $nvo $adbe and $hon and just forget about the market for a while"  
[X Link](https://x.com/anyuser/status/1973026561420067162)  2025-09-30T14:06Z [---] followers, [---] engagements


"Sold my $BGC because I cant stand the management. Bought some $TW at [---]. Bought more $TW today"  
[X Link](https://x.com/anyuser/status/1975231946612445654)  2025-10-06T16:09Z [---] followers, [---] engagements


"IAMA fucking idiot for buying $fi two days ago"  
[X Link](https://x.com/wild_grover/status/1983543717932990583)  2025-10-29T14:37Z [---] followers, [---] engagements


"How did $lvmh become such a liquid equity The average volume on Hermes is [--] shares a day and $chdrf at [--] Christian Dior does 50B in revenue and 14B in EBITDA"  
[X Link](https://x.com/wild_grover/status/1477752542797123584)  2022-01-02T21:23Z [---] followers, [--] engagements


"@junkbondinvest I've always been torn on $pgny. On one hand there's no way to play demographic shifts and professionals starting families later. On the other hand it's a terrible business model that caters to tech workers"  
[X Link](https://x.com/wild_grover/status/1656133226572726274)  2023-05-10T03:05Z [---] followers, [---] engagements


"The market misunderstands $ryan here. Theyre not paying wind and storm P&C policies out. They just find someone to write it. The higher the losses The more expensive the policy next year $ryan gets the same percentage of the bigger policy"  
[X Link](https://x.com/wild_grover/status/1843326670117429402)  2024-10-07T16:25Z [---] followers, [---] engagements


"$mktx fixed income securities daily volume for December was up 38% Y/Y. Interesting. $tw on a pullback is still probably a better punt"  
[X Link](https://x.com/wild_grover/status/1876528798205952495)  2025-01-07T07:18Z [---] followers, [---] engagements


"Looked at $anss and $snps merger. Back of the envelope math: SNPS stock at $492. $anss shareholders get .345 SNPS shares and [---] bucks. [---] X .345 = [---]. Add the [---] cash you get [---]. $anss stock at [---]. 7.5% return on the merger"  
[X Link](https://x.com/wild_grover/status/1877840249964937327)  2025-01-10T22:09Z [---] followers, [---] engagements


"@chitchatstocks $anss $snps merger"  
[X Link](https://x.com/wild_grover/status/1877861670866780374)  2025-01-10T23:34Z [---] followers, [--] engagements


"Trying to figure out why everyones so angry about Douglas Emmett a seemingly sleepy REIT HQd in Santa Monica Ca. Ticker is $DEI"  
[X Link](https://x.com/wild_grover/status/1882497413979799553)  2025-01-23T18:35Z [---] followers, [---] engagements


"@Tintincapital $eden is going to be that company I look at and never buy. Seems like an oddball business and the numbers make sense. Seems like they should be able to do $cpay margins or better"  
[X Link](https://x.com/wild_grover/status/1882801572490735654)  2025-01-24T14:44Z [---] followers, [---] engagements


"Blew out of $anss today. Thesis was in a low vol choppy market the 8% guaranteed in a couple months wasnt a bad wager. Circumstances have changed"  
[X Link](https://x.com/wild_grover/status/1886432522822955185)  2025-02-03T15:12Z [---] followers, [---] engagements


"Baron Opportunity Fund "10 Bagger" returns: CoStar Group Inc. (CSGP) The Trade Desk (TTD) Tesla Gartner Inc. (IT) argenx NVIDIA ServiceNow Inc. (NOW) and Amazon. Thought they were crazy for holding $tsla but I can't argue with the scoreboard"  
[X Link](https://x.com/wild_grover/status/1886958828979093528)  2025-02-05T02:03Z [---] followers, [---] engagements


"Was surprised to find that $mrx was a public company. Futures brokers are decent businesses. High ROE. Core business growing 52% with operating margins at 21%. Business is just terribly rate sensitive headed into probable Fed rate cuts"  
[X Link](https://x.com/wild_grover/status/1889518459853099277)  2025-02-12T03:34Z [---] followers, [---] engagements


"Constantly stopping myself from buying $hii. I hate how much I love to run into burning buildings"  
[X Link](https://x.com/wild_grover/status/1889885717448568860)  2025-02-13T03:54Z [---] followers, [--] engagements


"Going to have to look at $dfin. Two segments CAGRed 13% between 19-24 at 32% EBITDA. Two segments CARGed negative for the same period. Wondering the degree to which the two positive segments are canabalizing the two negative segments"  
[X Link](https://x.com/wild_grover/status/1891897612397052288)  2025-02-18T17:08Z [---] followers, [---] engagements


"$dfin is 9X forward EV/EBITDA clipping 18% EBITDA margins"  
[X Link](https://x.com/wild_grover/status/1891901249261535356)  2025-02-18T17:23Z [---] followers, [---] engagements


"@marketplunger1 $TW"  
[X Link](https://x.com/wild_grover/status/1894457987861024876)  2025-02-25T18:42Z [---] followers, [---] engagements


"$bwmn guiding 7% organic growth in [--]. 'The backlog is relatively characteristically similar maybe a little bit more beneficially stacked for next year.'"  
[X Link](https://x.com/wild_grover/status/1897453951877787799)  2025-03-06T01:07Z [---] followers, [---] engagements


"@DumbInvestorGuy $dfin seems like an opportunity here. Classic melting ice cube business tied to a growth business. Not going to get much growth from ipo and m&a filings in the near future were almost at 10X earnings here on a regulatory software business"  
[X Link](https://x.com/wild_grover/status/1908550954166665325)  2025-04-05T16:03Z [---] followers, [--] engagements


"$DFIN is a software growth business tied to a melting ice cube. As the software side matures margins should improve. Opportunity to but a regulatory compliance software asset at 10X earnings"  
[X Link](https://x.com/wild_grover/status/1910355545040494921)  2025-04-10T15:33Z [---] followers, [---] engagements


"Why is everyone so mad at $ice all of a sudden Jeffrey Sprecher dumping Bakkt on retail and getting his wife appointed to the Senate was rough but that happened years ago"  
[X Link](https://x.com/wild_grover/status/1932569861323936050)  2025-06-10T22:45Z [---] followers, [---] engagements


"@ShitFund $site has been dead money for five years. Still growing revenue though"  
[X Link](https://x.com/wild_grover/status/1943096900741218343)  2025-07-09T23:56Z [---] followers, [--] engagements


"@peter_mantas $bro doesn't belong in that thesis. It's an industry specific issue. Admitted markets are bidding down exposure and brokers take the same percentage of premiums that aren't growing as fast. $bro is particularly hit as 15-20% of their business is placing non-admitted exposure"  
[X Link](https://x.com/wild_grover/status/1983342562468606037)  2025-10-29T01:18Z [---] followers, [---] engagements


"@Maku_Capital @peter_mantas Youre likely right. Quick search gave me some older numbers and I fired the response off. Point is E&S is a big part of their business and that market is in a cyclical downturn"  
[X Link](https://x.com/wild_grover/status/1983527012250857850)  2025-10-29T13:31Z [---] followers, [--] engagements


"@Matt_Kolb_ @pernasresearch What does this company do Provides white label software and servicesoffers a personal cloud platform. 54m market cap. How are their services different from the hyper scalers and how is it a software company if its providing cloud services"  
[X Link](https://x.com/wild_grover/status/1996114668511789399)  2025-12-03T07:09Z [---] followers, [--] engagements


"@Mr_Neutral_Man Bro are you the This is my quant quant"  
[X Link](https://x.com/wild_grover/status/2004617412059287812)  2025-12-26T18:16Z [---] followers, [----] engagements


"I dont know that everyone else in sign on/ identity security getting taken out and integrated into broader cybersecurity platforms is bullish for $okta"  
[X Link](https://x.com/anyuser/status/1950565640063865127)  2025-07-30T14:34Z [---] followers, [---] engagements


"Josh Shapiro the Israeli Defense Force veteran https://www.thedailybeast.com/resurfaced-josh-shapiro-once-wrote-about-volunteering-in-israeli-military/ https://www.thedailybeast.com/resurfaced-josh-shapiro-once-wrote-about-volunteering-in-israeli-military/"  
[X Link](https://x.com/wild_grover/status/1950753370005803291)  2025-07-31T03:00Z [---] followers, [---] engagements


"#Oasis still has it"  
[X Link](https://x.com/wild_grover/status/1961268953579184524)  2025-08-29T03:25Z [---] followers, [---] engagements


"Me looking at my cybersecurity shitcos after realizing that $cybr got taken out at 20X sales"  
[X Link](https://x.com/anyuser/status/1961459186627150126)  2025-08-29T16:01Z [---] followers, [--] engagements


"I hate owning $bgc. Shit awful governance with the retired CEOs two [--] year old sons on the BOD. Employee comp taking up almost 10% of FCF. I just want to see where their upstart rates exchange goes"  
[X Link](https://x.com/anyuser/status/1966910390476173736)  2025-09-13T17:02Z [---] followers, [---] engagements


"Thank God Illinois ran Ken Griffin out of town. Were all so much better off"  
[X Link](https://x.com/wild_grover/status/1971256455702643141)  2025-09-25T16:52Z [---] followers, [----] engagements


"The Duke of Atholl has a Crown Charter allowing him to raise and maintain a private infantry regiment and its [--] old guys running around in dresses. What a waste of an opportunity"  
[X Link](https://x.com/wild_grover/status/1975296678153625816)  2025-10-06T20:26Z [---] followers, [--] engagements


"On Tim Cook He could tell if you were lying. My boss would say If he calls on you and you get the number wrong hell try again next week. If thats wrong hell never call on you again"  
[X Link](https://x.com/wild_grover/status/1979689459638808712)  2025-10-18T23:22Z [---] followers, [--] engagements


"$RNR is set to repurchase 1.325B between 4Q25-2Q26 according to BAC. Its got a market cap of 11.4B"  
[X Link](https://x.com/anyuser/status/1983364354100867174)  2025-10-29T02:44Z [---] followers, [---] engagements


"$CRGO Do you plan to do anything with the warrants that expire in [---] years Zvi Schreiber: "The warrants No I mean there's a bunch of warrants out there but the strike price is high. I think it's $11.5 isn't it which is unfortunately far from our market price." Ouch"  
[X Link](https://x.com/anyuser/status/1990244039552025082)  2025-11-17T02:22Z [---] followers, [---] engagements


"RT @profplum99: Gasoline is a battery. It stores [-----] Wh/kg chemically but ICE engines are only 30% efficientso you get [----] Wh/kg"  
[X Link](https://x.com/wild_grover/status/1997159659904684194)  2025-12-06T04:22Z [---] followers, [--] engagements


"In light of the Venezuelan news I wonder who owns that massive heavy crude refinery in St. Croix nowadays. I know they went bankrupt a couple of times"  
[X Link](https://x.com/wild_grover/status/2007631088366297428)  2026-01-04T01:52Z [---] followers, [--] engagements


"Fuck it. I bought $now call options. [---] strike plus the premium. One year to get there. See what happens"  
[X Link](https://x.com/wild_grover/status/2016568516279681176)  2026-01-28T17:46Z [---] followers, [---] engagements


"I conduct legal research daily. I now start with Gemini. I estimate that hallucinations are down from [--] to 2% with the last [--] mos. Everything gets run through Lexis/Westlaw before it goes in front of a judge. A made up case results in disciplinary action. Cant afford it"  
[X Link](https://x.com/wild_grover/status/2018727330743726550)  2026-02-03T16:44Z [---] followers, [--] engagements


"@value_invest12 Looking at $iiac. Long history of family ownership. Around $1.41B in revs and $310m in EBITDA. Company specializes in wool fabric for luxury brands with brands Zegna and Thome Browne attached. Mkt cap at 500m. Luxury just does well and this seems mispriced for the sector"  
[X Link](https://x.com/wild_grover/status/1425204504438480901)  2021-08-10T21:16Z [---] followers, [--] engagements


"I found the This Week in Intelligent Investing pitch on $MRO.L compelling. Management guided high margin engine maintenance revenue increasing through [----] and forecasts 900m operating profit for FY [--]. Market cap currently 7.2B"  
[X Link](https://x.com/wild_grover/status/1847035330001883347)  2024-10-17T22:01Z [---] followers, [---] engagements


"@Crussian17 Long time $okra owner. Added some last week"  
[X Link](https://x.com/wild_grover/status/1860087203717910822)  2024-11-22T22:25Z [---] followers, [---] engagements


"$rmbs specializes in IP for memory chips. In [----] @fabknowledge identified IP related to CXL protocol which allows connected devices to move memory around more efficiently. 6B cap. Gross M @ 82%. Net @ 34%. 226m in cash from operations. Revs projected to decel to 6% in '25"  
[X Link](https://x.com/wild_grover/status/1872766517827518485)  2024-12-27T22:08Z [---] followers, [--] engagements


"$eden.pa down bad on EU shakedowns. Created a network that allows companies to earmark funds to employees for specific purpose. Companies fund the payments beforehand and merchants pay for membership in the network"  
[X Link](https://x.com/wild_grover/status/1872766519941448022)  2024-12-27T22:08Z [---] followers, [--] engagements


"Funds coming into $eden.pa's network from both ends shows in Gross M at 41%. Net Margin of 12%. OP expenses aren't broken down but the income statement puts them at 476m. Projected '25 rev growth at 14%. Mgmt doubled the buyback. Total repurchase would bt 7% of the float"  
[X Link](https://x.com/wild_grover/status/1872766522034405548)  2024-12-27T22:08Z [---] followers, [---] engagements


"What is this $eden.pa Q going to look like Think this business quality will outweigh its EU/LATAM geographical distribution"  
[X Link](https://x.com/wild_grover/status/1891665561693590006)  2025-02-18T01:46Z [---] followers, [---] engagements

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