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[@WelfareCapLLC](/creator/twitter/WelfareCapLLC)
"The longer I think about it the more I realize this $ICE multiple is a joke. Fwd should be 25x at minimum. Three multiple turns to get there gets you to a XXXX% implied IRR not bad for a blue-chip but its historically traded as high as 30x which puts you at a XX% IRR on NTM earnings. Historically analysts have been dead-on with EPS targets. Youre telling me the bull market is in full swing but this deeply entrenched highly diversified XX% recurring cash flow machine that has grown adj. EPS every single year since 2007 at XX% CAGR is down XX% from recent highs I have to call bullshit on that."  
[X Link](https://x.com/WelfareCapLLC/status/1976134743461666933) [@WelfareCapLLC](/creator/x/WelfareCapLLC) 2025-10-09T03:56Z 2467 followers, 1753 engagements


"To take a peek at what $RDVT could become in a decade or two (or another firm that might just acquire them) we need to look at $RELX a UK-based provider of risk analytics and information services. RELX Group formerly Reed Elsevier was formed in the 1990s as a merger between the UK-based publisher Reed International and the Dutch publishing giant Elsevier. Since the 90s the combined entity has shifted away from publishing and further towards risk & analytics largely thanks to their 2004 acquisition of Seisint the owners of the Accurint database product built by Hank Asher and other members of"  
[X Link](https://x.com/WelfareCapLLC/status/1977967345357168830) [@WelfareCapLLC](/creator/x/WelfareCapLLC) 2025-10-14T05:18Z 2467 followers, 1164 engagements


"@KarstResearch Favorite celestial object"  
[X Link](https://x.com/WelfareCapLLC/status/1978996749600481523) [@WelfareCapLLC](/creator/x/WelfareCapLLC) 2025-10-17T01:29Z 2467 followers, XXX engagements


"Fully convinced rational market participants know things are cooked out in the real economy and are starting to feel fear. My QualityCos (ICE for example) with actual cash flows and capital returns embedded and strong business models are selling down day after day from very reasonable multiples and the only that that gets bid is either A) gold or B) literal 0-revenue scams"  
[X Link](https://x.com/WelfareCapLLC/status/1979084864679756243) [@WelfareCapLLC](/creator/x/WelfareCapLLC) 2025-10-17T07:19Z 2467 followers, 1136 engagements


"Anything that would have a reasonably intelligent and self-preserving investor base is not looking great anything that is supported by pure hopium/gambling fanatics is still parabolic oof"  
[X Link](https://x.com/WelfareCapLLC/status/1979089089413398580) [@WelfareCapLLC](/creator/x/WelfareCapLLC) 2025-10-17T07:36Z 2467 followers, XXX engagements


"Just an FYI my sin stock indicator buddy who was buying Zyns X months before the massive run in $PM likes Coors Banquets $TAP"  
[X Link](https://x.com/WelfareCapLLC/status/1970907004299509920) [@WelfareCapLLC](/creator/x/WelfareCapLLC) 2025-09-24T17:43Z 2472 followers, 1461 engagements


"I think Im going to have to buy a little $TAP here unfortunately if it declines further towards a X% dividend yield Ill buy a little more. This is just a good business Gen-Z might not like alcohol (I personally dont like beer much) but everyone else does and theyre probably going to to be drinking Coors for much longer than X more years (shares at a 6.5x 2025 cash flow multiple here). I know a lot of folks who like Coors Light Coors Banquet Miller Light is my dads favorite trusty/reliable beer brand. Their brands are really diverse and they have some really great loyalty. I think at a certain"  
[X Link](https://x.com/WelfareCapLLC/status/1970975959634366497) [@WelfareCapLLC](/creator/x/WelfareCapLLC) 2025-09-24T22:17Z 2472 followers, 6792 engagements


"Hate to break this to you guys the real reason gold is doing so absurdly well is because I still havent bought any. I will tell you all as soon as I get FOMOd so you can safely sell at the top"  
[X Link](https://x.com/WelfareCapLLC/status/1978692132924727791) [@WelfareCapLLC](/creator/x/WelfareCapLLC) 2025-10-16T05:19Z 2472 followers, XXX engagements


"@OnodaCapital Fuck it this time Ill actually buy a little bit of this one. Bull market too guaranteed"  
[X Link](https://x.com/WelfareCapLLC/status/1979992527068410164) [@WelfareCapLLC](/creator/x/WelfareCapLLC) 2025-10-19T19:26Z 2475 followers, XXX engagements


"@SFarringtonBKC @taobanker Guess it depends what everyone is buying leaps on I was heavily considering the RDVT Jan XX 25c when the stock was in the low 40s didnt pull the trigger but theyre up like $X now. Just think in lieu of using margin I oughta get leverage some way"  
[X Link](https://x.com/WelfareCapLLC/status/1979990329982902552) [@WelfareCapLLC](/creator/x/WelfareCapLLC) 2025-10-19T19:17Z 2473 followers, XX engagements


"I think $VIRT is pretty attractive here at 8x fwd earnings with a shareholder yield 8%. They pay a steady XXX% dividend and knocked out X% of shares last year now having reduced the share count by nearly XX% since the tail end of 2020. This is the largest public pure-play market maker and they handle as much as XX% of U.S. retail market orders. Primarily they are a market maker but they do have a smaller and much steadier execution operation that smoothes average daily profitability by a bit as market making naturally fluctuates. Im not sure why the stock is down besides some short term"  
[X Link](https://x.com/WelfareCapLLC/status/1966263420044668967) [@WelfareCapLLC](/creator/x/WelfareCapLLC) 2025-09-11T22:11Z 2475 followers, 3291 engagements


"If $IBKR actually opens up the South Korean market as I've seen rumored I've got my first buy target lined up -- Muhak Co. a distillery that produces delicious and pleasantly alcoholic Soju bottles in various flavors like lychee strawberry and others. I love these little things imported they're priced at $2/standard drink and my word they get you sloshed. Weirdly they have a smaller steel manufacturing operation as well. The market cap is $160mm US -- trading around 13x 2024 EBIT at XX% EBIT margins though there is some massive amount of 'other income' that I cannot decipher (entire website"  
[X Link](https://x.com/WelfareCapLLC/status/1971049098456277193) [@WelfareCapLLC](/creator/x/WelfareCapLLC) 2025-09-25T03:08Z 2475 followers, 76.5K engagements


"This can easily go into the buy and dont even look at it for XX years categories absurdly diversified cash flow generating business with great management and a rock solid moat"  
[X Link](https://x.com/WelfareCapLLC/status/1973421245791346701) [@WelfareCapLLC](/creator/x/WelfareCapLLC) 2025-10-01T16:14Z 2475 followers, XXX engagements


"$FOUR can I just say something"  
[X Link](https://x.com/WelfareCapLLC/status/1975948930379599902) [@WelfareCapLLC](/creator/x/WelfareCapLLC) 2025-10-08T15:38Z 2476 followers, 1533 engagements


"$IBKR with some really great numbers. XX% GAAP operating margin is absurd up XX points YoY. Think that is the highest operating margin Ive ever seen from an actual operating company. Thats genuinely nuts. Theyre still growing very well in almost all global markets they service. Client accounts and client equity +30% YoY. They added 790000 accounts this Q alone which is more than they added during the entirely of 2024. Commissions revenue +23% YoY led by equities and options NII +21% YoY crypto volumes up XX% QoQ and up over 5x YoY. GAAP EPS +40% YoY. All of this with employee count up only 5%"  
[X Link](https://x.com/WelfareCapLLC/status/1979007341837324360) [@WelfareCapLLC](/creator/x/WelfareCapLLC) 2025-10-17T02:11Z 2475 followers, 35.7K engagements


"$ICE invested $2Bn will own around XX% of PolyMarket and now gets to distribute this data to institutions seems like a good deal to me I dunno"  
[X Link](https://x.com/WelfareCapLLC/status/1979234251334668348) [@WelfareCapLLC](/creator/x/WelfareCapLLC) 2025-10-17T17:13Z 2475 followers, 5689 engagements


"I have come to the realization that I need to start buying LEAPS in very specific cases"  
[X Link](https://x.com/WelfareCapLLC/status/1979977125919703142) [@WelfareCapLLC](/creator/x/WelfareCapLLC) 2025-10-19T18:25Z 2475 followers, 1726 engagements


"@taobanker Is it cool if I just buy $SCJ Japan Small Cap ETF about this"  
[X Link](https://x.com/WelfareCapLLC/status/1980007316637339923) [@WelfareCapLLC](/creator/x/WelfareCapLLC) 2025-10-19T20:25Z 2475 followers, XXX engagements