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[@longwalkcapital](/creator/twitter/longwalkcapital)
"@CedarStResearch As $PGR continues to grow its topline and float shouldnt the investment income be a strong driver that offsets an increase in the CR If analysts are expecting XX profits to be lower than XX how much increase in CR are they pricing in and how realistic is that"  
[X Link](https://x.com/longwalkcapital/status/1980278361797619765) [@longwalkcapital](/creator/x/longwalkcapital) 2025-10-20T14:22Z XX followers, XXX engagements


"@stockgutter Looks very solid. Revenue growth of XXX% and EBITDA growth of 11%"  
[X Link](https://x.com/longwalkcapital/status/1981749108835488215) [@longwalkcapital](/creator/x/longwalkcapital) 2025-10-24T15:46Z XXX followers, XX engagements


"@CedarStResearch @DJ_EBITDA @KoyfinCharts $HOOD client base is a lot lower quality than $IBKR. It also has a ridiculous P/E (though $IBKR isn't that cheap either)"  
[X Link](https://x.com/longwalkcapital/status/1979195363778052541) [@longwalkcapital](/creator/x/longwalkcapital) 2025-10-17T14:38Z XX followers, XXX engagements


"@CedarStResearch @DJ_EBITDA @KoyfinCharts How about $TIGR 😂"  
[X Link](https://x.com/longwalkcapital/status/1979196369358225908) [@longwalkcapital](/creator/x/longwalkcapital) 2025-10-17T14:42Z XXX followers, XXX engagements


"@Russell_A1221 @JohnHuber72 Different voting power"  
[X Link](https://x.com/longwalkcapital/status/1980001119938953723) [@longwalkcapital](/creator/x/longwalkcapital) 2025-10-19T20:00Z XXX followers, XXX engagements


"@ecommerceshares He learned his lesson from $KO in 1999. Shouldve sold when valuation was very stretched. No one can time the peak and $AAPL isnt a high growth compounder anymore"  
[X Link](https://x.com/longwalkcapital/status/1980657847630459330) [@longwalkcapital](/creator/x/longwalkcapital) 2025-10-21T15:30Z XXX followers, XXX engagements


"@thorntonmellon7 @CedarStResearch If AGI didn't happen or if META lost the race they just wasted a bunch of money"  
[X Link](https://x.com/longwalkcapital/status/1980786111413907666) [@longwalkcapital](/creator/x/longwalkcapital) 2025-10-21T23:59Z XX followers, XX engagements


"@Basteph_ Management should've released more explanations on the day of monthly release. Now there's no news until the earnings call"  
[X Link](https://x.com/longwalkcapital/status/1981749387261829517) [@longwalkcapital](/creator/x/longwalkcapital) 2025-10-24T15:47Z XX followers, XX engagements