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[@FishOnCapital](/creator/twitter/FishOnCapital)
"@SixSigmaCapital Please let me know what you think. Not a biotech investor but caught my eye during an insider transaction screen"  
[X Link](https://x.com/FishOnCapital/status/1980455340790673584) [@FishOnCapital](/creator/x/FishOnCapital) 2025-10-21T02:05Z XXX followers, XXX engagements


"@SowingAlphaSeed Goes without saying X is becoming an increasingly relevant source of alpha and legacy managers that dont pay attention to it are missing a major source of buy side consensus"  
[X Link](https://x.com/FishOnCapital/status/1980782919083008002) [@FishOnCapital](/creator/x/FishOnCapital) 2025-10-21T23:47Z XXX followers, XX engagements


"@SowingAlphaSeed The annoying part of this is that markets are efficient and learn to price information from sources that consistently provide alpha. So ironically the biggest accounts now provide the least edge"  
[X Link](https://x.com/FishOnCapital/status/1980783206111531287) [@FishOnCapital](/creator/x/FishOnCapital) 2025-10-21T23:48Z XXX followers, XX engagements


"@SowingAlphaSeed Case and pointthose that bought $TIC off the @Citrini7 recommendation are likely in the red. Pitches are so good they become consensus before you have a chance to buy"  
[X Link](https://x.com/FishOnCapital/status/1980783650363879874) [@FishOnCapital](/creator/x/FishOnCapital) 2025-10-21T23:49Z XXX followers, XX engagements


"Comparing $JEF and Point Bonita to Credit Suisse and Greensill is a false equivalency. CS served as fund sponsor arranger and distributor of Greensill linked products to its clients meaning it bore direct fiduciary and reputational responsibility for approximately $10B in client funds and incurred about $1B of losses and legal costs + $140M of its own balance sheet exposure. This is in stark contrast to Jefferies relationship with Point Bonita where it acted as a minority general partner and did not guarantee or underwrite the funds obligations"  
[X Link](https://x.com/FishOnCapital/status/1978556146236768663) [@FishOnCapital](/creator/x/FishOnCapital) 2025-10-15T20:18Z XXX followers, XXX engagements


"I hope $JEF doesn't blow up because then I would lose access to GREED & Fear"  
[X Link](https://x.com/FishOnCapital/status/1980069073007297011) [@FishOnCapital](/creator/x/FishOnCapital) 2025-10-20T00:30Z XXX followers, XXX engagements


"@ACapitalLP @BATMongoose Can add Beta Aerospace to that list when it IPOs. $BETA"  
[X Link](https://x.com/FishOnCapital/status/1980822918977450208) [@FishOnCapital](/creator/x/FishOnCapital) 2025-10-22T02:26Z XXX followers, XX engagements