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[@RagingVentures](/creator/twitter/RagingVentures)
"Thoma Bravo is gobbling up all sorts of SaaS plays. I own $BILL and $CXM and keep close tabs on $ESTC and $PD. I also bought a little $PAR on this recent weakness despite the soft macro. Any other good ideas"  
[X Link](https://x.com/RagingVentures/status/1970183246991233523) [@RagingVentures](/creator/x/RagingVentures) 2025-09-22T17:47Z 57K followers, 27.8K engagements


"I didnt realize natural gas guru John Arnold is now on the board of $META"  
[X Link](https://x.com/RagingVentures/status/1978800211376906424) [@RagingVentures](/creator/x/RagingVentures) 2025-10-16T12:28Z 57K followers, 75K engagements


"An amazing resource for Fairfax Investors. I've been long the stock since 2020 and it remains attractive. What a beast $FRFHF $FFH.TO I've also been buying more Fairfax India as of late. $FFXDF"  
[X Link](https://x.com/RagingVentures/status/1960060024769872122) [@RagingVentures](/creator/x/RagingVentures) 2025-08-25T19:21Z 57K followers, 10.5K engagements


"The party feels like it is getting a little long in the tooth was busy shorting $BE $QS $PL $IREN $INTC $QBTS and $RGTI today. High octane. Wish me luck"  
[X Link](https://x.com/RagingVentures/status/1974195542290018730) [@RagingVentures](/creator/x/RagingVentures) 2025-10-03T19:31Z 57K followers, 37.1K engagements


"$ET's financial outlook and commodity deck assumptions for 2023-2026 provided via $CEQP's merger docs"  
[X Link](https://x.com/RagingVentures/status/1708867763534520515) [@RagingVentures](/creator/x/RagingVentures) 2023-10-02T15:33Z 57K followers, 12.3K engagements


"$BILL platform seems super cheap to me. Lots of long term optionality to continue to add value-added features and roll-up software providers to accounting field. And I would think there might be someone ambitious enough to acquire the platform and then push price"  
[X Link](https://x.com/RagingVentures/status/1900368296462966929) [@RagingVentures](/creator/x/RagingVentures) 2025-03-14T02:08Z 57K followers, 13.9K engagements


"I bought some $ESTC today around $XXXXX and averaged down on $PAR around $XXXXX. Also bought some more $CXM around $7.50"  
[X Link](https://x.com/RagingVentures/status/1975619404479222121) [@RagingVentures](/creator/x/RagingVentures) 2025-10-07T17:49Z 57K followers, 4188 engagements


"$CLF touched $XX today but I no longer own any. I shouldnt have been so cute"  
[X Link](https://x.com/RagingVentures/status/1975994093055435124) [@RagingVentures](/creator/x/RagingVentures) 2025-10-08T18:37Z 57K followers, 7743 engagements


"Imagine if Goldman Sachs auto deleveraged your $GOOG or $MSFT position at cents on the dollar in after hours trading because it irresponsibly extended crazy leverage to other participants on its platform"  
[X Link](https://x.com/RagingVentures/status/1977200802575081959) [@RagingVentures](/creator/x/RagingVentures) 2025-10-12T02:33Z 57K followers, 38.6K engagements


"@jay_21_ Real company I used to be long. But $XX billion or 2x+ $GNRC is a big price to pay"  
[X Link](https://x.com/RagingVentures/status/1974199519593255173) [@RagingVentures](/creator/x/RagingVentures) 2025-10-03T19:46Z 57K followers, 1384 engagements


"@MistaColles Optically I agree but given its focus on large restaurant enterprises $PAR is very sticky with lower churn and stronger cost of customer acquisition metrics than many SaaS peers"  
[X Link](https://x.com/RagingVentures/status/1970192714881986756) [@RagingVentures](/creator/x/RagingVentures) 2025-09-22T18:25Z 57K followers, XXX engagements


"TMX Group ($X.TO $TMXXF) which operates the Toronto Stock Exchange today announced the acquisition of Verity. My partner Rusty Szurek and I co-founded in 2004 and later started as well. Resurgens bought the business from us in 2020 and combined it with MackeyRMS rebranding the pair as Verity. Verity provides research mgmt solutions and data/analytics including insider activity buyback exec comp institutional holdings and more to more than XXX institutional investment firms. Rusty and I both maintained an interest in Verity post the original InsiderScore sale so it is nice to ring the register"  
[X Link](https://x.com/RagingVentures/status/1973479823155798284) [@RagingVentures](/creator/x/RagingVentures) 2025-10-01T20:07Z 57K followers, 6468 engagements


"$NGL mgmt commenting on $WES acquisition of $ARIS; $NGL bought back XXX% of its LP units at $XXXX per share in the latest Q"  
[X Link](https://x.com/RagingVentures/status/1954333608455426498) [@RagingVentures](/creator/x/RagingVentures) 2025-08-10T00:06Z 57K followers, 5890 engagements


"Interesting analysis: Due to the rising gas-to-oil ratio & NGL mix in the Permian even if oil output is flat thru 2030 nat gas output will grow XX% and NGLs by over 40%. NGL production would still rise even if oil output declined X% per year. $ET $EPD"  
[X Link](https://x.com/RagingVentures/status/1967595643268206731) [@RagingVentures](/creator/x/RagingVentures) 2025-09-15T14:25Z 57K followers, 6241 engagements


"Nice to see some fresh blood on the $BILL board but a XX member board is like a UN Committee. Theres no need for more than 5-7 directors on a serious board"  
[X Link](https://x.com/RagingVentures/status/1979036720852091116) [@RagingVentures](/creator/x/RagingVentures) 2025-10-17T04:08Z 57K followers, 4200 engagements