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[@CapitalObserver](/creator/twitter/CapitalObserver)
"I'm a sucker for FCF so it's probably not a coincidence I ended up owning $CI and $ELV. All that research when I could have just looked at a chart (recently sold $ELV)"  
[X Link](https://x.com/CapitalObserver/status/1978812245468430538) [@CapitalObserver](/creator/x/CapitalObserver) 2025-10-16T13:16Z 15.4K followers, 3344 engagements


"$ARMK another former compounder that hasn't done much since 2018. Outside of the Mag X buying a portfolio of "compounders" in 2018 would have been pretty bad"  
[X Link](https://x.com/CapitalObserver/status/1974079274857689241) [@CapitalObserver](/creator/x/CapitalObserver) 2025-10-03T11:49Z 15.4K followers, 1655 engagements


"$META has zero net cash ( net of debt + operating leases). At the beginning of the year they had $XX billion of net cash. The cash burn is real"  
[X Link](https://x.com/CapitalObserver/status/1977450853515587798) [@CapitalObserver](/creator/x/CapitalObserver) 2025-10-12T19:06Z 15.4K followers, 228.7K engagements


"$META's $XX billion investment in Scale AI is via non marketable equity securities. I'm pretty sure this means none of the losses will run through the P&L. But the $XX billion is gone. This seems like it was purposely done to keep the costs off the income statement"  
[X Link](https://x.com/CapitalObserver/status/1977503716778320214) [@CapitalObserver](/creator/x/CapitalObserver) 2025-10-12T22:36Z 15.4K followers, 16K engagements


"Literally everyone and their mother knows that $FI needs to adjust numbers slightly lower. The stock is down nearly 50%. Next years number probably have to come down to XXXXX which is XXXX times earnings and the EPS will still be growing by XX% YoY"  
[X Link](https://x.com/CapitalObserver/status/1977722944429138420) [@CapitalObserver](/creator/x/CapitalObserver) 2025-10-13T13:07Z 15.4K followers, 6575 engagements


"Signing a non binding deal with OpenAI is the new adding a .com to your name"  
[X Link](https://x.com/CapitalObserver/status/1977823755297869861) [@CapitalObserver](/creator/x/CapitalObserver) 2025-10-13T19:48Z 15.4K followers, 87.3K engagements


"$CI is up X% today on no news. It went down on no news. This is a steady low volatility business. The algos/podshops/momentum flows pushing prices create a lot of opportunity if you are able to value businesses and are willing to suffer"  
[X Link](https://x.com/CapitalObserver/status/1974144365129048529) [@CapitalObserver](/creator/x/CapitalObserver) 2025-10-03T16:07Z 15.4K followers, 2471 engagements


"Russell 2000/ S&P XXX To be in the S&P XXX you have to be profitable. Recently profitability is a liability"  
[X Link](https://x.com/CapitalObserver/status/1977445388127969359) [@CapitalObserver](/creator/x/CapitalObserver) 2025-10-12T18:44Z 15.4K followers, 17.6K engagements


"The R2K is outperforming the S&P XXX by nearly X% today. It's good to be a shitco"  
[X Link](https://x.com/CapitalObserver/status/1977812686168822196) [@CapitalObserver](/creator/x/CapitalObserver) 2025-10-13T19:04Z 15.4K followers, 2503 engagements


"I have seen about $X billion this week in stock offerings in "magical bean" stocks $IONQ $QUBT $ASTS $JOBY $NNE"  
[X Link](https://x.com/CapitalObserver/status/1976635512644350459) [@CapitalObserver](/creator/x/CapitalObserver) 2025-10-10T13:06Z 15.4K followers, 30.5K engagements


"Jim Cramer wrote this XX years ago right before the bubble burst"  
[X Link](https://x.com/CapitalObserver/status/1977813457799196991) [@CapitalObserver](/creator/x/CapitalObserver) 2025-10-13T19:07Z 15.4K followers, 3518 engagements


"In XX years there will be no search. AI will be what search is today. This is unlikely to be as good of a situation for $GOOG as it's current monopoly: 1) they will need to share the market vs. having a monopoly 2) AI costs more to deliver"  
[X Link](https://x.com/CapitalObserver/status/1979969677808844804) [@CapitalObserver](/creator/x/CapitalObserver) 2025-10-19T17:55Z 15.4K followers, 9549 engagements


"Unless $GOOG completely dominates AI like they do search I don't see how this could be better for them. Monopolists are better off with the status quo than with big change"  
[X Link](https://x.com/CapitalObserver/status/1979970431042851075) [@CapitalObserver](/creator/x/CapitalObserver) 2025-10-19T17:58Z 15.4K followers, 1262 engagements


"$ELV is now trading at a XX% premium to $CI even though earnings next year will be more than XX% lower than $CI. $CI earnings are more predictable and it has better FCF conversion. It's a real head scratcher"  
[X Link](https://x.com/CapitalObserver/status/1980620990502597089) [@CapitalObserver](/creator/x/CapitalObserver) 2025-10-21T13:03Z 15.4K followers, 2338 engagements


"$ELV is not expensive but $CI is just insanely cheap"  
[X Link](https://x.com/CapitalObserver/status/1980621412499939722) [@CapitalObserver](/creator/x/CapitalObserver) 2025-10-21T13:05Z 15.4K followers, 1544 engagements