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[@BehavioralBull](/creator/twitter/BehavioralBull)
"@themattharbaugh $EVO doesn't seem like a good fit for Polen. Each of their holdings has an average market cap of $860B. $EVO is a minnow that will take decades to become the sort of whale that they house. I have that much time. They don't---or their clients don't"  
![@BehavioralBull Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1828176596227809280.png) [@BehavioralBull](/creator/x/BehavioralBull) on [X](/post/tweet/1946087886559818186) 2025-07-18 06:01:23 UTC XXX followers, XXX engagements


"@gainify_io You're leaving out $CSU.TO and $TOI.TO which are big positions"  
![@BehavioralBull Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1828176596227809280.png) [@BehavioralBull](/creator/x/BehavioralBull) on [X](/post/tweet/1922784773283389580) 2025-05-14 22:43:08 UTC XXX followers, XXX engagements


"@SayNoToTrading I added to my $CPRT position on Fridaythough not quite as many shares as you It's such a great business. A friend of mine who's been in the auto industry for XX years always speaks very highly of Copart"  
![@BehavioralBull Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1828176596227809280.png) [@BehavioralBull](/creator/x/BehavioralBull) on [X](/post/tweet/1944877016970358811) 2025-07-14 21:49:49 UTC XXX followers, XXX engagements