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[@gkamstra](/creator/twitter/gkamstra)
"@dalibali2 Lets see how looks when cava sg etc report next wk. dominos put up +5% again"  
[X Link](https://x.com/gkamstra/status/1983892184920158478) [@gkamstra](/creator/x/gkamstra) 2025-10-30T13:42Z 2926 followers, 1487 engagements


"@DallasAptGP @Lincove_living 😅"  
[X Link](https://x.com/gkamstra/status/1979696991644111081) [@gkamstra](/creator/x/gkamstra) 2025-10-18T23:51Z 2926 followers, 3583 engagements


"1st Dibs ($dibs) is my nomination for being the next build-a-bear story in X years (ie crazy improbable but then outperforms everything) Its actually embarrassing to be long right now (and no one is). Usually a good sign"  
[X Link](https://x.com/gkamstra/status/1981724079926260022) [@gkamstra](/creator/x/gkamstra) 2025-10-24T14:06Z 2927 followers, 5156 engagements


"@jonathanmaze Marketing team about to have X weeks of emergency meetings to discuss who they could pay besides Zane smith and Soulja boy to get you to change your mind"  
[X Link](https://x.com/gkamstra/status/1983157884000317761) [@gkamstra](/creator/x/gkamstra) 2025-10-28T13:04Z 2927 followers, XX engagements


"@moseskagan Also feels like you dont do enough podcasts lol. Youve got a lot of very good stuff to say. Maybe I just havent seen them"  
[X Link](https://x.com/gkamstra/status/1983534973488669085) [@gkamstra](/creator/x/gkamstra) 2025-10-29T14:02Z 2925 followers, XX engagements


"Its really pretty crazy we dont talk about this even more. $864m of income in half a year"  
[X Link](https://x.com/gkamstra/status/1983553159466504413) [@gkamstra](/creator/x/gkamstra) 2025-10-29T15:15Z 2927 followers, 2643 engagements


"@MatznerJon Biggest problem I see is located in Illinois near St. Louis but would love to be wrong as I am a heartland respecter"  
[X Link](https://x.com/gkamstra/status/1983909016213270541) [@gkamstra](/creator/x/gkamstra) 2025-10-30T14:49Z 2927 followers, XX engagements


"I looked at this today. Genuinely dont understand why it trades where it does. Lets just use round numbers. $1T market cap $344B cash $300B stocks $127B Debt $500B EV $80B+ Op earnings Or EPS $30-50/share (so call it 12x). S&P at 32x (shiller 41x). $BRK is that bad"  
[X Link](https://x.com/gkamstra/status/1983955863690997867) [@gkamstra](/creator/x/gkamstra) 2025-10-30T17:55Z 2926 followers, XXX engagements


"@atelicinvest Its wild how true this is. You need a joint press release w nvda or OpenAI or youre dirt"  
[X Link](https://x.com/gkamstra/status/1983976285354520839) [@gkamstra](/creator/x/gkamstra) 2025-10-30T19:16Z 2926 followers, XXX engagements


"The Venezuela story continues to be wildly under covered. Odds up to XX% and tbh feels like thats a free XX% return if you believe the reporting"  
[X Link](https://x.com/gkamstra/status/1984271460551233572) [@gkamstra](/creator/x/gkamstra) 2025-10-31T14:49Z 2926 followers, XXX engagements


"If you can name a fund Cope Equities and still raise money I guess you kind of deserve the fees even if you just burn it all in a bonfire somewhere"  
[X Link](https://x.com/gkamstra/status/1984299936049955109) [@gkamstra](/creator/x/gkamstra) 2025-10-31T16:42Z 2926 followers, XXX engagements


"@McFranchisee @Starbucks @First_Watch My thought is when McDonalds chick fil a and yum brands all decide to go in on the beverage concept trend the easy money has probably already been made"  
[X Link](https://x.com/gkamstra/status/1984301668926734776) [@gkamstra](/creator/x/gkamstra) 2025-10-31T16:49Z 2926 followers, XXX engagements


"Chipotle -XX% AH. I dont know a lot of people with direct views into businesses who arent thinking a lot about inflation again"  
[X Link](https://x.com/gkamstra/status/1983681967574151386) [@gkamstra](/creator/x/gkamstra) 2025-10-29T23:46Z 2925 followers, 9953 engagements


"@MrJonesSTRs You should A/B test this tweet with a fee for bringing toddlers and see which one gets the people going more"  
[X Link](https://x.com/gkamstra/status/1984686762246226351) [@gkamstra](/creator/x/gkamstra) 2025-11-01T18:19Z 2925 followers, 1184 engagements