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[@CapstackCapital](/creator/twitter/CapstackCapital)
"@DJ_EBITDA What do you mean by a $KNSL What did $KNSL mgmt do Been a while since I last looked at InsureCos. But I agree earthquake insurance is free money and $PLMR prints money and their combined ratio is best in class"  
[X Link](https://x.com/CapstackCapital/status/1975712768129994876) [@CapstackCapital](/creator/x/CapstackCapital) 2025-10-08T00:00Z 1008 followers, XXX engagements


"Here is my current portfolio (no order sorta): $CR $CECO $CLMB $MPTI $CRAWA $TIC $BWMN $AAOI $TRNS $IEHC $MUEL Recent Exits: $VRT 7-8x MOIC $LMB 2x MOIC $MCHP - small loss wanted to allocate elsewhere bc was large sum of money. But still love the company and the turnaround"  
[X Link](https://x.com/CapstackCapital/status/1971328633064116733) [@CapstackCapital](/creator/x/CapstackCapital) 2025-09-25T21:39Z 1009 followers, 39.7K engagements


"I would like to add: $MUEL & $CRAWA to "Chillers" and "Cooling" $AAOI to "Networking" Add a "Utility Services" to "The Grid" and add $TIC $BWMN $WLDN $IESC $MYRG $EME $MTZ"  
[X Link](https://x.com/CapstackCapital/status/1974446004012237024) [@CapstackCapital](/creator/x/CapstackCapital) 2025-10-04T12:06Z 1008 followers, XXX engagements


"Add: $MUEL to "Chillers" $CRAWA to "Chillers" $AAOI to "Networking""  
[X Link](https://x.com/CapstackCapital/status/1974447221870354681) [@CapstackCapital](/creator/x/CapstackCapital) 2025-10-04T12:11Z 1008 followers, XXX engagements


"@no_cap_cap Not quite imo. I still categorize $LPTH as a HypeCo. I want to see more execution & consistency"  
[X Link](https://x.com/CapstackCapital/status/1978940531997606178) [@CapstackCapital](/creator/x/CapstackCapital) 2025-10-16T21:46Z 1009 followers, XXX engagements


"@no_cap_cap Yea Ill print out the ER transcript. Mother goose is in town visiting + work so a lil busy. But Ill read it"  
[X Link](https://x.com/CapstackCapital/status/1978953399371489679) [@CapstackCapital](/creator/x/CapstackCapital) 2025-10-16T22:37Z 1009 followers, XX engagements


"@no_cap_cap Wat does $TWST do Was this Q profitability a one-off Or can it be sustained now"  
[X Link](https://x.com/CapstackCapital/status/1979358333527298507) [@CapstackCapital](/creator/x/CapstackCapital) 2025-10-18T01:26Z 1009 followers, XXX engagements


"Very long U.S. A&D especially missile supply chain. Given the current stockpile and need for replenishment and current next-gen missile programs underway to replace existing platforms I continue believe there is an incredible opportunity. $CR $MPTI $IEHC"  
[X Link](https://x.com/CapstackCapital/status/1972646656811364557) [@CapstackCapital](/creator/x/CapstackCapital) 2025-09-29T12:56Z 1005 followers, 1732 engagements


"@sal13836 $CR has pulled back quite a bit so might be a be a nice time to get in. $CLMB might be a lil pricey but its a premium business so you always have to pay a lil more"  
[X Link](https://x.com/CapstackCapital/status/1975495619138756655) [@CapstackCapital](/creator/x/CapstackCapital) 2025-10-07T09:37Z 1004 followers, XX engagements


"Whats a highly illiquid but great business that you like own or are looking at I own: $CRAWA $IEHC $MUEL $CNRD"  
[X Link](https://x.com/CapstackCapital/status/1977098427097137216) [@CapstackCapital](/creator/x/CapstackCapital) 2025-10-11T19:46Z 1005 followers, XXX engagements


"Its actually unbelievable that $RAL CFO is the former $WOLF CFO. Like I expect so much more from a $DHR spinoff. Pretty pathetic"  
[X Link](https://x.com/CapstackCapital/status/1975372839336440090) [@CapstackCapital](/creator/x/CapstackCapital) 2025-10-07T01:29Z 1005 followers, XXX engagements


"A colleague of mine had been valuing the $WOLF debt for a couple years for a client and valued it through BK. To think that someone whod been the CFO of that Company for so many years and leading up to the BK gets a promo at a $DHR spinoff is diabolical. Like how to you even answer a question in the interview about your time at $WOLF He mustve thrown the rest of mgmt under the buss and took no blame himself"  
[X Link](https://x.com/CapstackCapital/status/1975541272254255479) [@CapstackCapital](/creator/x/CapstackCapital) 2025-10-07T12:38Z 1004 followers, XXX engagements


"Youre absolutely right Totally forgot to include it above bc its definitely worth highlighting. Mgmt had a really strong track record of execution which you also highlight in your substack piece. Certainly deserves a re-rate to a multiple more akin to $API and as the market sees more recurring revenue and margin uplift I wouldnt be shocked if $TIC is rewarded with an even higher multiple bc of its end market tailwinds"  
[X Link](https://x.com/CapstackCapital/status/1971671992396116452) [@CapstackCapital](/creator/x/CapstackCapital) 2025-09-26T20:23Z 1006 followers, XXX engagements


"Timely seeing this right now as I just saw that $SOND is looking to reach an out-of-court restructuring agreement with creditors. My Monday morning about to get really interesting now"  
[X Link](https://x.com/CapstackCapital/status/1979540869742276746) [@CapstackCapital](/creator/x/CapstackCapital) 2025-10-18T13:31Z 1006 followers, XXX engagements


"The 1st legit company named on that list is $FFIV. Everything above it is a HypeCo / ShitCo"  
[X Link](https://x.com/CapstackCapital/status/1978930332884779134) [@CapstackCapital](/creator/x/CapstackCapital) 2025-10-16T21:05Z 1007 followers, XXX engagements


"@CompoundingLab Why arent you accounting for changes in NWC"  
[X Link](https://x.com/CapstackCapital/status/1980016663492767910) [@CapstackCapital](/creator/x/CapstackCapital) 2025-10-19T21:02Z 1007 followers, XX engagements


"@Coach_Corver I agree re: predicting policy etc. But do you believe mgmt can execute this. I note I am a shareholder of $TRNS where Jim came from. Do you believe mgmt is operationally savvy enough to turn this puppy around"  
[X Link](https://x.com/CapstackCapital/status/1945192785822314734) [@CapstackCapital](/creator/x/CapstackCapital) 2025-07-15T18:44Z 1008 followers, XXX engagements


"The best ways to play AI continue to be pick n shovel plays for utility services data center maintenance etc. or other suppliers to data center infrastructure $TIC $WLDN $BWMN $ECG $IESC $STRL $EME $PRIM $PWR $FIX $VRT $JCI $CAT $GEV"  
[X Link](https://x.com/CapstackCapital/status/1971717316431040663) [@CapstackCapital](/creator/x/CapstackCapital) 2025-09-26T23:23Z 1008 followers, 1424 engagements


"Officially sold all my $VRT. 730%+ gain realized in my ROTH IRA. Time to find the next man up Ideas"  
[X Link](https://x.com/CapstackCapital/status/1944863543595032679) [@CapstackCapital](/creator/x/CapstackCapital) 2025-07-14T20:56Z 1009 followers, 17.3K engagements


"Question: When do you expect $ATKR to trough It's been a dog for a couple (few) years now. Does anyone have any thoughts If I remember correctly lower pricing has incinerated the Company's fundamental performance. Am I missing anything One would expect to be a substantial beneficiary from the AI / Data Center investments by the Hyperscalers ( $META $GOOGL $GOOG $AMZN $MSFT) & the Neo-Clouds ( $CRWV $NBUS $IREN etc.) but performance just continues to decline as pricing continues to soften. Where is the bottom Has it been put in Can pricing really get any worse"  
[X Link](https://x.com/CapstackCapital/status/1974448366332325923) [@CapstackCapital](/creator/x/CapstackCapital) 2025-10-04T12:15Z 1009 followers, XXX engagements


"Live scenes of #UF and #FSU"  
[X Link](https://x.com/CapstackCapital/status/1980021048704954433) [@CapstackCapital](/creator/x/CapstackCapital) 2025-10-19T21:19Z 1009 followers, XXX engagements