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[@BushwoodCap](/creator/twitter/BushwoodCap)
"Delta $DAL on travel trends: Things are pretty good"  
[X Link](https://x.com/BushwoodCap/status/1977745646363820425) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-13T14:38Z 1413 followers, XXX engagements


"Somebody talk me down: I want to buy $UA. This has to be a takeout target. And soon. It's been such a disaster they have to give up and sell it"  
[X Link](https://x.com/BushwoodCap/status/1953883402240712778) [@BushwoodCap](/creator/x/BushwoodCap) 2025-08-08T18:17Z 1415 followers, 2283 engagements


"Latest 13F for @GavinSBaker. Notable new adds: Pure Storage $PSTG (5.7% portfolio) Dick's $DKS (4.8%) Ciena $CIEN (2.9%) Service Titan $TTAN (1.9%) First Solar $FSLR (1.8%) elf Beauty $ELF (1.7%) Sea Limited $SE (1.5%) Mercadolibre $MELI (1.3%) Rubrik $RBKR NuBank $NU"  
[X Link](https://x.com/BushwoodCap/status/1956344598386659757) [@BushwoodCap](/creator/x/BushwoodCap) 2025-08-15T13:17Z 1415 followers, 62.4K engagements


"Roper Technologies $ROP - FinTwits favorite software company (behind Constellation of course) - in a XX% drawdown and 52-week low. Whats wrong and whos buying"  
[X Link](https://x.com/BushwoodCap/status/1968375804989161827) [@BushwoodCap](/creator/x/BushwoodCap) 2025-09-17T18:05Z 1416 followers, XXX engagements


"Betting stocks taking a beating on news from $HOOD. $DKNG (-10%) $FLUT (-9%) Prediction markets taking off . which isn't new information. Competition was always coming. But I guess the success they're having is the new information"  
[X Link](https://x.com/BushwoodCap/status/1973056161185251743) [@BushwoodCap](/creator/x/BushwoodCap) 2025-09-30T16:03Z 1416 followers, 5299 engagements


"Past XX years: $MSCI XX% annualized $SPY 15%"  
[X Link](https://x.com/BushwoodCap/status/1975975825741857103) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-08T17:25Z 1415 followers, XXX engagements


"Robinhood should just buy DraftKings and get it over with. $HOOD mkt cap = $125bn $DKNG mkt cap = $16bn Can do it w/ stock. Hat tip to Robinhoodinsane how far theyve come since 2020"  
[X Link](https://x.com/BushwoodCap/status/1977890961985241402) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-14T00:15Z 1414 followers, XXX engagements


"Big earnings pop at JB Hunt. Freight up cycle here $JBHT CFO: Its no secret the market hasn't returned yet but the notable improvement in our financial performance should serve as a testament to our execution. Sales - flat Op income - +8%"  
[X Link](https://x.com/BushwoodCap/status/1978787391541223632) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-16T11:37Z 1416 followers, XXX engagements


"Morningstar on $IBKR qtr: - X million total customers +32% y/y - Far cry from $SCHW XX million customers - But $IBKR customers are an attractive clientele (high cash balances trade often like margin debt) - Raised PT from $XX to $XX (still find shares overvalued)"  
[X Link](https://x.com/BushwoodCap/status/1980372555006697504) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-20T20:36Z 1413 followers, XX engagements


"Results from @caseysgenstore: - EPS +20% - EBITDA +20% - OpEx +15% - Inside SSS +4.3% (lapping +6.7%) $CASY shares down slightly after-hours but +35% YTD"  
[X Link](https://x.com/BushwoodCap/status/1965152966865994099) [@BushwoodCap](/creator/x/BushwoodCap) 2025-09-08T20:39Z 1413 followers, 1453 engagements


"Office space = back. Businesses leased XX million square feet of additional Manhattan office space during the first nine months of 2025. Largest amount of new workspace rented for that period in 19"  
[X Link](https://x.com/BushwoodCap/status/1978063194108113076) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-14T11:39Z 1413 followers, XXX engagements


"Power laws in transportation. Customers doing more biz w/ strongest/healthiest companies like $JBHT: Our customers realize financial health of the transportation industry is not great. As a result theyre choosing to do more with the best carriers and more with less carriers"  
[X Link](https://x.com/BushwoodCap/status/1978788869559431515) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-16T11:43Z 1413 followers, XXX engagements


"Will be interested to see if this deal does anything for the stocks of $SPGI and $MORN selling their data to Claude"  
[X Link](https://x.com/BushwoodCap/status/1945088651794268539) [@BushwoodCap](/creator/x/BushwoodCap) 2025-07-15T11:50Z 1413 followers, XXX engagements


"Costar Group calls out Zillow $Z aggressive marketing tactics banning real estate agents who dont market listings on their platform. $CSGP offering boosted visibility for agents thats happening too and CEO personally visited w/ one this past week"  
[X Link](https://x.com/BushwoodCap/status/1947837545674354741) [@BushwoodCap](/creator/x/BushwoodCap) 2025-07-23T01:53Z 1413 followers, XXX engagements


"Howmet Aerospace $HWM on aircraft backlogs: Extraordinarily high. Bullish for Transdigm and Heicothey dominate in aftermarket parts. Benefit from increased maintenance and parts replacement demand. $HEI $TDG"  
[X Link](https://x.com/BushwoodCap/status/1955236568999903605) [@BushwoodCap](/creator/x/BushwoodCap) 2025-08-12T11:54Z 1413 followers, 4181 engagements


"Morningstar on $MSCI: Index business is a "crown jewel.""  
[X Link](https://x.com/BushwoodCap/status/1975975331728326778) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-08T17:23Z 1413 followers, XXX engagements


"Domino's $DPZ CEO on aggregators - $UBER $DASH etc: "So bullish. We deliver X in X pizza's in the US - not close to that w/ the aggregators. Multi-year tailwind for the business.""  
[X Link](https://x.com/BushwoodCap/status/1978197145959240074) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-14T20:32Z 1413 followers, 6110 engagements


"AI impact on $JBHT business - XX% of our third-party carrier check calls now automated - More than XX% of our orders are auto accepted - XX% of our paper invoices are paid w/o manual touch - Our dynamic quote API it responds to X million quotes a year"  
[X Link](https://x.com/BushwoodCap/status/1978791394253611452) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-16T11:53Z 1413 followers, XXX engagements


"$IBKR on crypto: - Volumes +87% vs. last qtr - Up 5x from last yr - Signs of growing strength"  
[X Link](https://x.com/BushwoodCap/status/1980373311193510373) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-20T20:39Z 1413 followers, XXX engagements


"$IBKR on prediction markets - Waiting on more clarity from the states - Not contemplating getting into sports betting - Focused on elections economic indicators and climate indicators"  
[X Link](https://x.com/BushwoodCap/status/1980374530142228735) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-20T20:44Z 1413 followers, XXX engagements


"Barrons on Constellation Energy $CEG: As AI kingpins scramble to secure electricity for data centers CEO Joe Dominguez has the goods. His Baltimore-based Constellation Energy is on the brink of producing more electricity than any company on earth"  
[X Link](https://x.com/BushwoodCap/status/1980422224910930059) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-20T23:53Z 1413 followers, XXX engagements


"Constellation $CEG up more than XXX% since 2022 spin-off. That has come as theyve signed eye-catching deals w/ both $META and Microsoft $MSFT to buy power from them for data centers. Tech companies need the clean reliable power and willing to pay a premium for it"  
[X Link](https://x.com/BushwoodCap/status/1980426106093375524) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-21T00:09Z 1413 followers, XXX engagements


"Rule #1: Don't lose money. Rule #2: Always read the AutoZone $AZO call transcript to remember what great long-term capital allocation looks like"  
[X Link](https://x.com/BushwoodCap/status/1970835745880592844) [@BushwoodCap](/creator/x/BushwoodCap) 2025-09-24T13:00Z 1413 followers, 1545 engagements


"Interactive Brokers $IBKR call: Crushing it on all fronts. - Added 790k net new accts this yr (already more than added all of 2024) - Client equity: took them from 2020 to 2024 to advance from $250bn to $500bn (added another $250bn just in the past yr) Stocks +52% YTD"  
[X Link](https://x.com/BushwoodCap/status/1980371470741303572) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-20T20:32Z 1413 followers, XXX engagements


"Constellation bulking up power generation capabilities. Bought Calpine in Januaryincreasing their electricity output by 80%"  
[X Link](https://x.com/BushwoodCap/status/1980426773684007130) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-21T00:11Z 1413 followers, XX engagements


"New York City is setting the pace. Manhattan leasing activity in 2025 has now surpassed its 2018-2019 levels. Nationwide office leasing remains about XX% below its prepandemic average per $CBRE"  
[X Link](https://x.com/BushwoodCap/status/1978063466263892336) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-14T11:40Z 1413 followers, XXX engagements


"@buccocapital Caseys General Stores $CASY Analyst last qtr: why arent you increasing the guide $CASY mgmt: idk well see next qtr. check back"  
[X Link](https://x.com/BushwoodCap/status/1974862589097353388) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-05T15:41Z 1413 followers, 3763 engagements


"Constellation spun out of Exelon three years ago. Exelon remained a regulated utility. Constellation $CEG became an independent power producer (IPP) that sells electricity direct to corporations/consumers at prices set by market forces"  
[X Link](https://x.com/BushwoodCap/status/1980423425152979329) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-20T23:58Z 1413 followers, XXX engagements


"Constellation $CEG CEO Joe Dominguez gets nod of approval from the 🐐 Jamie Dimon:"  
[X Link](https://x.com/BushwoodCap/status/1980427432541954437) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-21T00:14Z 1413 followers, XXX engagements


"Big part of the Constellation $CEG bull thesis: They have irreplaceable trophy assets"  
[X Link](https://x.com/BushwoodCap/status/1980428891312607277) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-21T00:20Z 1413 followers, XXX engagements