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[@komodo_capital](/creator/twitter/komodo_capital)
"Cliff is a special cat. Likely will never be a turnaround as abrupt as $CVNA"  
![@komodo_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1446247275727106051.png) [@komodo_capital](/creator/x/komodo_capital) on [X](/post/tweet/1949294476670755035) 2025-07-27 02:23:14 UTC 1217 followers, XXX engagements


"Moved out of my position in $JXN last week to get even more overweight $FTAI and $DAVE (two largest positions) I believe the IRR's in the next 24-36 mo's are some of the best I'm seeing in markets today"  
![@komodo_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1446247275727106051.png) [@komodo_capital](/creator/x/komodo_capital) on [X](/post/tweet/1949129353113006319) 2025-07-26 15:27:05 UTC 1217 followers, 1786 engagements


"Disc: Currently long shares of $AEP.V 🎉 This morning I published a writeup on Substack for Atlas Engineered Products $AEP.V $APEUF 🎉 Check it out for Free here: Merry Xmas Eve & Happy holidays"  
![@komodo_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1446247275727106051.png) [@komodo_capital](/creator/x/komodo_capital) on [X](/post/tweet/1739046702726938994) 2023-12-24 22:13:38 UTC 1214 followers, 1493 engagements


"After seeing @justfactstruth talk about $GLNG I finally dug into the story And I dont see how this doesnt end with a buyout from PE / major at a nice premium"  
![@komodo_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1446247275727106051.png) [@komodo_capital](/creator/x/komodo_capital) on [X](/post/tweet/1941504353740914814) 2025-07-05 14:28:03 UTC 1217 followers, 2180 engagements


"Started some work on $GLBE Trading 26x XX FCF likely 16x XX FCF growing top-line 25%+. not bad. I see a fairly confident path to 30%+ FCF / share growth in the next X years"  
![@komodo_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1446247275727106051.png) [@komodo_capital](/creator/x/komodo_capital) on [X](/post/tweet/1945546593475654003) 2025-07-16 18:10:29 UTC 1216 followers, XXX engagements


"@davey_juice Whys ADYEY such a low allocation"  
![@komodo_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1446247275727106051.png) [@komodo_capital](/creator/x/komodo_capital) on [X](/post/tweet/1949280172718370888) 2025-07-27 01:26:23 UTC 1216 followers, XXX engagements


"@DheerajNam @leevalueroach hmm not sure Ive seen that but I bet it happens. Any examples"  
![@komodo_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1446247275727106051.png) [@komodo_capital](/creator/x/komodo_capital) on [X](/post/tweet/1890275873192034383) 2025-02-14 05:44:22 UTC 1216 followers, XX engagements


"@mvcinvesting I know you have a LT view for $NBIS but what are you looking to see from this quarters results"  
![@komodo_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1446247275727106051.png) [@komodo_capital](/creator/x/komodo_capital) on [X](/post/tweet/1949168333456048419) 2025-07-26 18:01:59 UTC 1217 followers, XXX engagements


"@escvel0city11 X. $FTAI X. $DAVE Do you mind if I ask what your time frame for investment in $TLN is"  
![@komodo_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1446247275727106051.png) [@komodo_capital](/creator/x/komodo_capital) on [X](/post/tweet/1949619962118561848) 2025-07-27 23:56:35 UTC 1216 followers, XXX engagements


"H1 XX Performance & Holdings; Port: +22.8% YTD SPY: +2.2% YTD Holdings: X. $FTAI - XXXX% X. $ASPI - XXXX% X. $META - XXXX% X. $NBIS - XXX% X. $ADYEY - XXX% X. $JXN - XXX% X. $FOA - XXX% X. $TSSI - XXX% X. $DAVE - XXX% XX. $TLN - XXX% XX. $IREN - 2.8%"  
![@komodo_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1446247275727106051.png) [@komodo_capital](/creator/x/komodo_capital) on [X](/post/tweet/1931085011425329380) 2025-06-06 20:25:19 UTC 1217 followers, 4083 engagements


"@escvel0city11 Seeing higher IRR ideas + position has grown beyond my idea of FV"  
![@komodo_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1446247275727106051.png) [@komodo_capital](/creator/x/komodo_capital) on [X](/post/tweet/1949585047209816452) 2025-07-27 21:37:51 UTC 1216 followers, XXX engagements


"Pounding the table on $FTAI This is quickly inflecting to be a more capital light FCF generative dominant market share player with long runway for both this SCI and future ones. $FTAI is my largest position and the most mis-priced high quality biz in markets today"  
![@komodo_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1446247275727106051.png) [@komodo_capital](/creator/x/komodo_capital) on [X](/post/tweet/1947744389822091489) 2025-07-22 19:43:44 UTC 1217 followers, 2520 engagements


"Even after the run-up $ADYEY is still not expensive. $58B USD Mkt cap $46B USD EV Did $1.8-1.9B USD in '24 FCF Trailing EV/FCF of: 25x Very high op. leverage could carry them to 30%+ FCF growth w/ minimal dilution. Fwd EV/FCF could be: 17-19x. pretty cheap"  
![@komodo_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1446247275727106051.png) [@komodo_capital](/creator/x/komodo_capital) on [X](/post/tweet/1949126658541179035) 2025-07-26 15:16:23 UTC 1216 followers, XXX engagements


"@escvel0city11 Thoughts on $TLN valuation Im close to liquidating and walking"  
![@komodo_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1446247275727106051.png) [@komodo_capital](/creator/x/komodo_capital) on [X](/post/tweet/1949582548558074333) 2025-07-27 21:27:55 UTC 1216 followers, XXX engagements


"@zoomyzoomm tweets like these are why people think were in a bubble"  
![@komodo_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1446247275727106051.png) [@komodo_capital](/creator/x/komodo_capital) on [X](/post/tweet/1949264260426555505) 2025-07-27 00:23:09 UTC 1216 followers, 2019 engagements