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[@FishtownCap](/creator/twitter/FishtownCap)
"Starter position on Harrow $HROW here. Not sure if this is a long or short term play for me but it's down a lot in a week on what I consider minor news (and my entire career/ day job is in an FDA regulated industry. Probably bounces into week end"  
[X Link](https://x.com/FishtownCap/status/1976335077190795285) [@FishtownCap](/creator/x/FishtownCap) 2025-10-09T17:12Z 4491 followers, 1579 engagements


"$PGR Progessive -X% seems overdone considering they did "too well" in Florida. Multiple on the best insurance company not looking so high anymore. Added over 4m policies (12%) YoY"  
[X Link](https://x.com/FishtownCap/status/1978460222713675871) [@FishtownCap](/creator/x/FishtownCap) 2025-10-15T13:57Z 4491 followers, 2808 engagements


"$HRB H&R Block reports Tuesday. I am the only nerd on earth that's excited for it. Asset-light recession proof share cannibal at 10x EPS growing NI X% + repurchasing 6%+ shares/year in a market where Tobacco co's trade 12x Popped after Q4 last year and could again. Why not"  
[X Link](https://x.com/FishtownCap/status/1953835416127255041) [@FishtownCap](/creator/x/FishtownCap) 2025-08-08T15:07Z 4492 followers, 4623 engagements


"$HRB H&R Block Q4 EPS miss was on the one-time tax benefit that got shifted out. EBITDA guide for FY26 is +50m P/E now under XX if share price stays in this range they'll repurchase another X% of shares outstanding. Better control of OpEx needed and this thing takes off"  
[X Link](https://x.com/FishtownCap/status/1955363694629748782) [@FishtownCap](/creator/x/FishtownCap) 2025-08-12T20:20Z 4492 followers, 4918 engagements


"@Hellmi96 Possible. Ive owned $KMI off and on and I passed when it was $XX because I thought it was pricey"  
[X Link](https://x.com/FishtownCap/status/1974509665213202738) [@FishtownCap](/creator/x/FishtownCap) 2025-10-04T16:19Z 4492 followers, XX engagements


"@ArneUlland @iWard95008698 I personally know one of the Presidents at a big $DHR business and shes a toxic witch that destroys everything she touches. That they hired her makes the stock uninvestable to me"  
[X Link](https://x.com/FishtownCap/status/1974853870481543176) [@FishtownCap](/creator/x/FishtownCap) 2025-10-05T15:07Z 4492 followers, XXX engagements


"@siyul Some businesses are easy to understand ( $HRB $UNFI) others require real industry knowledge to be consistently successful (biotech.) This is probably somewhere in the middle"  
[X Link](https://x.com/FishtownCap/status/1977028084139540907) [@FishtownCap](/creator/x/FishtownCap) 2025-10-11T15:06Z 4492 followers, XXX engagements


"$UNFI United Foods Hey sometimes its just math"  
[X Link](https://x.com/FishtownCap/status/1972990974017335483) [@FishtownCap](/creator/x/FishtownCap) 2025-09-30T11:44Z 4490 followers, 2255 engagements


"@siyul I think so. I wish I understood this industry better. Them $DOW others all at multidecade lows"  
[X Link](https://x.com/FishtownCap/status/1977023519876944036) [@FishtownCap](/creator/x/FishtownCap) 2025-10-11T14:48Z 4490 followers, 1096 engagements


"$AER AerCap Casually repurchased XXX million shares @ $119.95/share. No big deal Another $500m in settlements (this was known.) Sold XX aircraft including X 777's. Big sales quarter. Likely over $X in EPS in Q3. If it doesn't spike I'm adding "  
[X Link](https://x.com/FishtownCap/status/1974092766046269551) [@FishtownCap](/creator/x/FishtownCap) 2025-10-03T12:42Z 4491 followers, XXX engagements


"@bigcoveranch I have to believe a ton of this is tax loss selling. the valuation difference and price action between $OKE and $KMI and $WMB is wild"  
[X Link](https://x.com/FishtownCap/status/1978553907744755994) [@FishtownCap](/creator/x/FishtownCap) 2025-10-15T20:09Z 4490 followers, XXX engagements


"@catapultcap Id be more interested but the leverage scares me. Theyre only going to be able to pay down $100-125m on an $380m EBITDA guide. Need to see when growth goes positive again. That said price action is bad I think in general people are dumping for tax losses"  
[X Link](https://x.com/FishtownCap/status/1978785258188288434) [@FishtownCap](/creator/x/FishtownCap) 2025-10-16T11:29Z 4490 followers, XXX engagements


"@kingdomcapadv @catapultcap I know the name from your work. Here's my question: if this isn't "mid-cycle" when is Macro really isn't that bad now and can get a lot worse. Similar story but I avoided $OEC because the CEO kept talking about "returning to mid-cycle" for the last X years"  
[X Link](https://x.com/FishtownCap/status/1978796273193947198) [@FishtownCap](/creator/x/FishtownCap) 2025-10-16T12:12Z 4491 followers, XXX engagements


"Goodnight Sweet Prince. $ET Energy Transfer"  
[X Link](https://x.com/FishtownCap/status/1889442638127940057) [@FishtownCap](/creator/x/FishtownCap) 2025-02-11T22:33Z 4491 followers, 1770 engagements


"Long $OKE - X% position. We're still doing this AI power thing right Even after the acquisitions $OKE still very long NG. OBBB beneficiary still guiding to mid/high single digit EBITDA growth. Just too cheap vs peers: reminder $KMI which hasn't grown EBITDA in X years"  
[X Link](https://x.com/FishtownCap/status/1971571087357227285) [@FishtownCap](/creator/x/FishtownCap) 2025-09-26T13:42Z 4491 followers, 5573 engagements


"I know this has been covered and it may not mean much but the equal weight $RSP hasn't gone anywhere since last November"  
[X Link](https://x.com/FishtownCap/status/1978920784983736677) [@FishtownCap](/creator/x/FishtownCap) 2025-10-16T20:27Z 4491 followers, XXX engagements


"@UnclePennyBagz3 Interesting call - why has it been getting hammered lately Strange"  
[X Link](https://x.com/FishtownCap/status/1980326880181207208) [@FishtownCap](/creator/x/FishtownCap) 2025-10-20T17:34Z 4491 followers, XXX engagements


"@UnclePennyBagz3 Same levels now than it was in 2023 with bond yields higher and PBI stock at $3"  
[X Link](https://x.com/FishtownCap/status/1980327286990909587) [@FishtownCap](/creator/x/FishtownCap) 2025-10-20T17:36Z 4491 followers, XXX engagements