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[@capital_mindset](/creator/twitter/capital_mindset)
"@komodo_capital LOL"  
[X Link](https://x.com/capital_mindset/status/1979745607125500177) [@capital_mindset](/creator/x/capital_mindset) 2025-10-19T03:05Z 1529 followers, XXX engagements


"$FICO $EFX The very nice implied price increase in FICO validates the volume plus price increase thesis that will ultimately make the stock look cheap. Many might incorrectly assume it's expensive for its high P/E. The forward E from sell side might be wrong"  
[X Link](https://x.com/capital_mindset/status/1973707029861769521) [@capital_mindset](/creator/x/capital_mindset) 2025-10-02T11:10Z 1528 followers, 2835 engagements


"Private Equity Bubble The end of QT & FICO fights back. Paypal's moment"  
[X Link](https://x.com/capital_mindset/status/1978453536263508408) [@capital_mindset](/creator/x/capital_mindset) 2025-10-15T13:30Z 1529 followers, XXX engagements


"@rosyprosperity the reaction to these names is wild but I'll take it. Great assets and managers for the long term. Will be funny to see how quickly this is forgotten again"  
[X Link](https://x.com/capital_mindset/status/1979204600050622828) [@capital_mindset](/creator/x/capital_mindset) 2025-10-17T15:15Z 1529 followers, XX engagements


"Me buying your shares that you panic sold off a backwater regional shitco bank having a problem $APO"  
[X Link](https://x.com/capital_mindset/status/1979179008940995027) [@capital_mindset](/creator/x/capital_mindset) 2025-10-17T13:33Z 1529 followers, XXX engagements


"and people panic sold great cos because some whatever bank did whatever things. $APO $CCB $NBN"  
[X Link](https://x.com/capital_mindset/status/1979993586176344308) [@capital_mindset](/creator/x/capital_mindset) 2025-10-19T19:30Z 1529 followers, XXX engagements