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[@BluthCapital](/creator/twitter/BluthCapital)
"The crux of the $LION thesis is that you have a $1B TMM pure-profit library that - even at a 10x multiple (10% cash yield) is a $10B co. The other stuff just adds to the library value"  
[X Link](https://x.com/BluthCapital/status/1953797808722448418) [@BluthCapital](/creator/x/BluthCapital) 2025-08-08T12:37Z 9873 followers, 2965 engagements


"Gap filled at $XX sitting on upper channel support. Risk of dropping to mid channel at $XXXXX. $TOST"  
[X Link](https://x.com/BluthCapital/status/1973022275814449212) [@BluthCapital](/creator/x/BluthCapital) 2025-09-30T13:49Z 9875 followers, 1465 engagements


"$PM and $MO acting quite differently recently"  
[X Link](https://x.com/BluthCapital/status/1974117300380053847) [@BluthCapital](/creator/x/BluthCapital) 2025-10-03T14:20Z 9877 followers, 1332 engagements


"Craziest thing in markets this year was $ORCL losing money on NVDA cloud compute not causing a circuit breaker. What more is needed to prove AI capex is an economic bust It's RPO is cash flow negative lol"  
[X Link](https://x.com/BluthCapital/status/1975697483775799590) [@BluthCapital](/creator/x/BluthCapital) 2025-10-07T22:59Z 9875 followers, 2891 engagements


"Imagine George Washington being told he cant fire employees"  
[X Link](https://x.com/BluthCapital/status/1978531619259474354) [@BluthCapital](/creator/x/BluthCapital) 2025-10-15T18:41Z 9876 followers, 1106 engagements


"The Vehicle of Mars $TSLA"  
[X Link](https://x.com/BluthCapital/status/1978631717972820221) [@BluthCapital](/creator/x/BluthCapital) 2025-10-16T01:18Z 9876 followers, 1407 engagements


"I suck. Shorted at $XXXXXX and covered at $XXX bc I got cold feet from unlimited stupidity supply and it bounced off $XXX. Time the prior top perfectly and made same mistake. Ofc if I still had it I'd cover now anyway. $GLD"  
[X Link](https://x.com/BluthCapital/status/1976344498281250825) [@BluthCapital](/creator/x/BluthCapital) 2025-10-09T17:50Z 9879 followers, 2024 engagements


"$NVDA up on the year. You get carried out being long have fun explaining away the CEO telling everyone China biz went to zero"  
[X Link](https://x.com/BluthCapital/status/1979320893987000372) [@BluthCapital](/creator/x/BluthCapital) 2025-10-17T22:57Z 9877 followers, 2021 engagements


"Ukraine and Russia both had $MCD. That trope is done"  
[X Link](https://x.com/BluthCapital/status/1979653253399970264) [@BluthCapital](/creator/x/BluthCapital) 2025-10-18T20:58Z 9877 followers, 1355 engagements


"Wow seems like theyre employees. $UBER"  
[X Link](https://x.com/BluthCapital/status/1979708520582029314) [@BluthCapital](/creator/x/BluthCapital) 2025-10-19T00:37Z 9877 followers, 1761 engagements


"The most durable alpha I've ever seen is buying $VIRT on broad market selloffs - it makes *more* money in high VIX environments Huge buybacks AND dividends Was sub $XX years ago & clipping $6/yr EPS"  
[X Link](https://x.com/BluthCapital/status/1950610697907224912) [@BluthCapital](/creator/x/BluthCapital) 2025-07-30T17:33Z 9878 followers, 3826 engagements


"Don't know why I didn't check this before. @Ki3r4nC looked up it was $162M cost. $SHW spent $518M on buybacks just last quarter likely while they were penciling the 401k match cut. XX days of buyback activity couldn't be spared"  
[X Link](https://x.com/BluthCapital/status/1968333033955799465) [@BluthCapital](/creator/x/BluthCapital) 2025-09-17T15:15Z 9878 followers, 1302 engagements


"The problem for SaaS cos isn't that AI will displace them anytime soon. It's that at 50x PE if AI even *dents* their growth they can triple profits over X yrs and if they end up at a XX PE they're flat. FFwd this thing. builds a toy $DOCU in 15min"  
[X Link](https://x.com/BluthCapital/status/1973827948609483000) [@BluthCapital](/creator/x/BluthCapital) 2025-10-02T19:10Z 9877 followers, 3546 engagements


"Great example of TA: Over X yrs $TTD has had a roller coast of a stock chart (in fact last yr maybe craziest in history) But for X yrs $XX has been bought. Why Because $XX has been bought. In fact chart reeks of manipulation given perfect trendline floors"  
[X Link](https://x.com/BluthCapital/status/1975941454624354471) [@BluthCapital](/creator/x/BluthCapital) 2025-10-08T15:08Z 9877 followers, 2745 engagements


"Private credit would actually do fine once the GPs figure out how to direct the passive flows into portfolio-co IPOs thus inflating them as well. $BX $KKR should figure out how to redirect and focus the passive flows going to their shares into whatever bag they are unloading"  
[X Link](https://x.com/BluthCapital/status/1976265813121228977) [@BluthCapital](/creator/x/BluthCapital) 2025-10-09T12:37Z 9878 followers, XXX engagements


"$HUBS flat over XXX yrs.but look where it's hanging out. Real chance it dumps to $200s.where I'll likely buy. Boy that's a lot of share issuance & zero OpInc growth despite massive price hikes"  
[X Link](https://x.com/BluthCapital/status/1978925295940866421) [@BluthCapital](/creator/x/BluthCapital) 2025-10-16T20:45Z 9877 followers, XXX engagements


"@SqueezeMetrics This price action is anything but unhinged - obediently stopping at Big Round Numbers instead of circuit breaking. This is how the entire year should have been after the April bounce: stuck in a $5800-$6200 range worried about making new ATHs in an incredibly uncertain macro"  
[X Link](https://x.com/BluthCapital/status/1978926192691401068) [@BluthCapital](/creator/x/BluthCapital) 2025-10-16T20:49Z 9878 followers, XXX engagements


"Ben isnt saying this but its pretty ridiculous that financial stability means hedge funds get a risk free basis trade. Financial stability is a ruse and every trade should be priced as if theres risk in the world instead of artificially low. Let them blow up"  
[X Link](https://x.com/BluthCapital/status/1978959686712881520) [@BluthCapital](/creator/x/BluthCapital) 2025-10-16T23:02Z 9876 followers, 5384 engagements


"@BenKizemchuk Interesting take Ill have to mull. My priors is that they got together and decided LTCMs mistake was not being even bigger. If we all do it together the Fed acts *before* we blow up. (Im also a big proponent of clawbacks as a private cushion.)"  
[X Link](https://x.com/BluthCapital/status/1978961414866743405) [@BluthCapital](/creator/x/BluthCapital) 2025-10-16T23:09Z 9878 followers, XXX engagements


"Would it be beneficial to society if all social networks were banned from algorithmic timelines You see only posts from ppl you explicitly follow & their retweets (which is how you would discover new ppl to follow and ofc Search). It would then be a true "social network""  
[X Link](https://x.com/BluthCapital/status/1979024242424283146) [@BluthCapital](/creator/x/BluthCapital) 2025-10-17T03:18Z 9876 followers, XXX engagements


"@tokyoballa After the atrocity of 2020 my politics changed immensely. No problem w success from it but we got detached-from-reality bonanzas. Keeping your job is one thing turning $0s into billion dollar SPAC wins another. XXX% tax rate over $10M income for 2020-2022 would have worked"  
[X Link](https://x.com/BluthCapital/status/1979025757939651029) [@BluthCapital](/creator/x/BluthCapital) 2025-10-17T03:24Z 9878 followers, XX engagements


"AI simps tout whitepaper after whitepaper of it's "abilities" while normies using it for work is the end-all be-all of adoption that determines whether there's an ROI. Spoiler alert: mathematically impossible"  
[X Link](https://x.com/BluthCapital/status/1979033924262142283) [@BluthCapital](/creator/x/BluthCapital) 2025-10-17T03:57Z 9879 followers, 1262 engagements


"Its pretty. But its also weird New England asserts trees changing color is somehow a unique thing. Heres Wisconsin and Chicago"  
[X Link](https://x.com/BluthCapital/status/1979724363600736277) [@BluthCapital](/creator/x/BluthCapital) 2025-10-19T01:40Z 9877 followers, 2157 engagements