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[@ragingbullcap](/creator/twitter/ragingbullcap)
"Long $SNAP in size below $X. Patten recognition or idiocy One of my best investments was a XX% position in $SPOT in Dec 2022 with the stock at an all time low of $75/share. The product was always lauded - great brand sticky subs 500m MAUs despite competing against the best companies in the history of capitalism. Yet the market hated the stock: "the labels will capture all the value" "they'll never make a profit" "SBC is egregious" etc. The stock traded 2x sales as a result. Fast forward XXX years and the stock has 10xd. What did the market miss - SPOT had prioritized growth/scale over"  
[X Link](https://x.com/ragingbullcap/status/1980667895760711819) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-21T16:10Z 8529 followers, 32.5K engagements


"$CNK $MCS $CGX.TO $IMAX $RDI Funny timing for this given Trump's latest missive but I think movie theatres and adjacent service providers are a really attractive pocket of value right now. Single stock deep dive will follow in the coming days but in this piece I explore the various cyclical patterns that have repeated throughout the century long history of the industry and argue that we currently find ourselves on the right side of those cycles. Up at link in bio"  
[X Link](https://x.com/ragingbullcap/status/1919391175129116824) [@ragingbullcap](/creator/x/ragingbullcap) 2025-05-05T13:58Z 8504 followers, 19.4K engagements


"This sounds nuts given all the mania in the headlines but actually think this is definitely true of a number sectors at least as it relates to 2020. Cannabis movie theatres lots of real economy stuff etc. trading at lower valuations despite being in structurally much better positions. Of course any time theres a hint of panic these things lead the way down anyways"  
[X Link](https://x.com/ragingbullcap/status/1978075772515479626) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-14T12:29Z 8508 followers, 11.8K engagements


"@Parth29192 Had these top of mind while writing this"  
[X Link](https://x.com/ragingbullcap/status/1978076541218111856) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-14T12:32Z 8509 followers, XXX engagements


"@Parth29192 $MCS is incomprehensibly cheap @BitMoreLeverage"  
[X Link](https://x.com/ragingbullcap/status/1978076854742376842) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-14T12:34Z 8509 followers, XXX engagements


"First principles (from multiple-disciplines) and qualitative attributes:"  
[X Link](https://x.com/ragingbullcap/status/1981335320739401882) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-23T12:22Z 8529 followers, 1668 engagements


"Few are with me on this (and I may turn out wrong) but this is the blueprint for the $OGI $CRON thesis. Envision a global cannabis juggernaut in XX years and what that may be worth (TAM unit economics market share likely market structure - billions in market cap if the market consolidates over time like e.g. beer and tobacco) and reverse engineer what it would take to get there: scale✔ cherished brands✔ a cost of capital advantage over competitors ✔. What their income statements look like today is dwarfed in importance by these other factors and why I think the fixation the market has on"  
[X Link](https://x.com/ragingbullcap/status/1981340263735054458) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-23T12:41Z 8529 followers, 1833 engagements


"Horizon Kinetics controlled extremely illiquid BTC miner $WELX just collapsed XX% on some $200K ish of volume on no news as far as I can tell. I ate a decent chunk and am full but the ask is still well below $X -- shares generally trade closer to $4.50/$5. Unless I am missing something (and I very well could be) looks like some easy lunch money. Second time this has happened this year; first time shares recovered back to $XXXX in short order. Not investment advice never is. dyodd"  
[X Link](https://x.com/ragingbullcap/status/1968403078463308160) [@ragingbullcap](/creator/x/ragingbullcap) 2025-09-17T19:53Z 8522 followers, 8317 engagements


"@TheMiniCapital @Kafka7invest Three things guaranteed in life: death taxes and $SNAP dumping XX% on earnings. Probably don't need to be in a big rush lol"  
[X Link](https://x.com/ragingbullcap/status/1980731072280486156) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-21T20:21Z 8524 followers, XXX engagements


"@tradeoilstocks @TheMiniCapital @Kafka7invest You know what kind of market we are in when tradeoilstocks is going major long SNAP 😂"  
[X Link](https://x.com/ragingbullcap/status/1980744959541276757) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-21T21:16Z 8523 followers, XXX engagements


"Anyone else with confirmatory anecdotes like this"  
[X Link](https://x.com/ragingbullcap/status/1980687257141907880) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-21T17:26Z 8528 followers, 4974 engagements


"$CGX.TO And there it is. Cineplex Digital Media sold for $70m. Would have liked to see a higher price tag but it's still a material in flow of capital (7% of the convert diluted market cap). Importantly the transaction delevers the balance sheet and makes capital returns a reality. I suspect this is just the beginning of readying the company for an outright sale. Winward getting it's way quickly. Link to thesis in comments"  
[X Link](https://x.com/ragingbullcap/status/1978782479185031352) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-16T11:18Z 8528 followers, 7983 engagements


"Extending the SPOT analogy with some numbers: Market cap: SPOT ($140B); SNAP ($14B) Revenues: $18B vs. $5.6B Gross Profit: $5.8B (30% margin) vs. $3B (54%) So SPOT is worth 10x SNAP today with only 3x the revenue and less than 2x the gross profit. Obviously SPOTs revenue is much higher quality - less competition stickier less cyclical listening to music is inevitable etc. But SNAP's gross margins are much higher and the delta could expand significantly. SNAP also was 1.4x the MAU (much lower ARPU) SPOT trades for 20x gross profit. At half that multiple simply on today's numbers SNAP is a"  
[X Link](https://x.com/ragingbullcap/status/1980970851622154305) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-22T12:13Z 8529 followers, 1487 engagements


"$IMAX $1970hk Logic quickly being validated. This is an incredible business worth paying up for as it captures a wildly disproportionate share of value in the industry: - XX% EBITDA margin XX% profit margin; - IMAX box office +29% domestically and XX% globally notwithstanding overall box office declining XX% YoY (5% share domestically) - Given the above demand no surprise systems installs are booming - exhibitors and studios both need IMAX to draw crowds (hence the huge royalty IMAX can extract on both ends). Loads of white space still:"  
[X Link](https://x.com/ragingbullcap/status/1981350488755888146) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-23T13:22Z 8529 followers, 6426 engagements


"Continue to like playing this through IMAX China 1970hk. Ex-cash market cap is $240m USD and will do something around $40m in earnings this year - i.e. trading at 6x EPS vs. 20x at the parent. Have shown willingness to buyback stock below HK$8/share and still think the minority gets taken out next year at significant premium"  
[X Link](https://x.com/ragingbullcap/status/1981350491318612158) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-23T13:22Z 8529 followers, 1151 engagements