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[@LateStgeCapital](/creator/twitter/LateStgeCapital)
"@long_equity think you need aero on the watchlist $hwm $tdg $ge not good at today prices but one day"  
[X Link](https://x.com/LateStgeCapital/status/1970932421588812080) [@LateStgeCapital](/creator/x/LateStgeCapital) 2025-09-24T19:24Z XXX followers, XXX engagements


"@MrJulius007 Environmental Services Industry Report (2019): $WM 2025 investor day: Grant thornton quick primer:"  
[X Link](https://x.com/LateStgeCapital/status/1977858711445033221) [@LateStgeCapital](/creator/x/LateStgeCapital) 2025-10-13T22:07Z XXX followers, XX engagements


"@evrgn11112231 @JerryCap $RSG (not down ytd but XX week lows)"  
[X Link](https://x.com/LateStgeCapital/status/1978836837918478618) [@LateStgeCapital](/creator/x/LateStgeCapital) 2025-10-16T14:54Z XXX followers, XXX engagements


"@evrgn11112231 Great comparison to aero -difference is GE and what not dont make a ton of margin on engines where as Asml makes a decent amount this makes the LT eps growth more lumpy no vs services driven. Not debating quality just consistency"  
[X Link](https://x.com/LateStgeCapital/status/1979647351850729607) [@LateStgeCapital](/creator/x/LateStgeCapital) 2025-10-18T20:34Z XXX followers, XXX engagements


"@evrgn11112231 I think historically maybe GE more cyclical but does feel like there is some discipline on services vs OE as driver of ebitda growth these days. I own Asml and not ge though lol. Im not sure Boeing will ever figure out their shit on clean sheet. Shop visits I agree wil have vol"  
[X Link](https://x.com/LateStgeCapital/status/1979653025506693494) [@LateStgeCapital](/creator/x/LateStgeCapital) 2025-10-18T20:57Z XXX followers, XXX engagements


"@evrgn11112231 yep agree travel demand growth has normalized so engine should follow at some point. pricing as a lever to offset that moderation will be interesting to see. i like asml relative to ge for sure today though lol"  
[X Link](https://x.com/LateStgeCapital/status/1979654809897820254) [@LateStgeCapital](/creator/x/LateStgeCapital) 2025-10-18T21:04Z XXX followers, XXX engagements


"@CJ0pp3l Think a basket of $cprt $msci $spgi outperforms market - they arent wildly cheap on PE but people short these to go long ai and when it reverses / these will have grown / are defensive growers rel to ai downcycle"  
[X Link](https://x.com/LateStgeCapital/status/1969608288057847919) [@LateStgeCapital](/creator/x/LateStgeCapital) 2025-09-21T03:43Z XXX followers, XXX engagements


"@CJ0pp3l $msci mid 20s or so fcf multiple is cheap for high margin business growing eps 12-20% per year Europe exposure good for fund formation dynamics there"  
[X Link](https://x.com/LateStgeCapital/status/1969608686126440505) [@LateStgeCapital](/creator/x/LateStgeCapital) 2025-09-21T03:44Z XXX followers, XX engagements


"@marc_slans i think waste companies here in general at XX week lows are about to re-rate 15-20% rel to market for a positive absolute return"  
[X Link](https://x.com/LateStgeCapital/status/1976711516884709619) [@LateStgeCapital](/creator/x/LateStgeCapital) 2025-10-10T18:08Z XXX followers, XX engagements


"@MrMojoRisinX is $pins still in play i havent been close to it in a bit"  
[X Link](https://x.com/LateStgeCapital/status/1980396332318879893) [@LateStgeCapital](/creator/x/LateStgeCapital) 2025-10-20T22:10Z XXX followers, XXX engagements


"@nuancerocket @ContrarianCurse At 15x p/e this company with those economics and LDD growth would re-rate to 25x at least if less terminal value issue lol"  
[X Link](https://x.com/LateStgeCapital/status/1980821479366488320) [@LateStgeCapital](/creator/x/LateStgeCapital) 2025-10-22T02:20Z XXX followers, XX engagements