# ![@mustang_cap23 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1676042360562614274.png) @mustang_cap23 Alex

Alex posts on X about build, $ssnc, $bbcp, strong the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1676042360562614274/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1676042360562614274/c:line/m:interactions.svg)

- [--] Week [---] -38%
- [--] Month [-----] -40%
- [--] Months [------] -19%
- [--] Year [------] +275%

### Mentions: [--] [#](/creator/twitter::1676042360562614274/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1676042360562614274/c:line/m:posts_active.svg)

- [--] Month [--] -83%
- [--] Months [--] +4.40%
- [--] Year [---] +93%

### Followers: [---] [#](/creator/twitter::1676042360562614274/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1676042360562614274/c:line/m:followers.svg)

- [--] Week [---] +0.60%
- [--] Month [---] +5%
- [--] Months [---] +96%
- [--] Year [---] +228%

### CreatorRank: [---------] [#](/creator/twitter::1676042360562614274/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1676042360562614274/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  23% [cryptocurrencies](/list/cryptocurrencies)  16% [finance](/list/finance)  13% [currencies](/list/currencies)  2% [fashion brands](/list/fashion-brands)  2% [technology brands](/list/technology-brands)  2% [celebrities](/list/celebrities)  1%

**Social topic influence**
[build](/topic/build) 5%, [$ssnc](/topic/$ssnc) 4%, [$bbcp](/topic/$bbcp) 4%, [strong](/topic/strong) 4%, [$prks](/topic/$prks) 4%, [$amrz](/topic/$amrz) 4%, [$fun](/topic/$fun) 4%, [$vsts](/topic/$vsts) 4%, [environment](/topic/environment) 4%, [biz](/topic/biz) 4%

**Top accounts mentioned or mentioned by**
[@bprew7](/creator/undefined) [@mdmourges](/creator/undefined) [@basilialukos](/creator/undefined) [@taobanker](/creator/undefined) [@eventdriveneddy](/creator/undefined) [@akwilk](/creator/undefined) [@b7428360339965](/creator/undefined) [@leveragedfun](/creator/undefined) [@themagicbakery](/creator/undefined) [@evrgn11112231](/creator/undefined) [@fiercebeast](/creator/undefined) [@stockgutter](/creator/undefined) [@alzzyd](/creator/undefined) [@valuedontlie](/creator/undefined) [@a1b1c67eudhhd](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@0xmerridew](/creator/undefined)

**Top assets mentioned**
[SS&C Technologies Holdings, Inc. (SSNC)](/topic/$ssnc) [United Parks & Resorts Inc. (PRKS)](/topic/$prks) [Amrize Ltd (AMRZ)](/topic/$amrz) [FUNtoken (FUN)](/topic/$fun) [Alltoscan (ATS)](/topic/$ats) [Ibotta, Inc. (IBTA)](/topic/$ibta) [Bostrom (BOOT)](/topic/$boot) [Ethereum Name Service (ENS)](/topic/$ens) [Amentum Holdings, Inc. (AMTM)](/topic/$amtm) [Axelar (AXL)](/topic/$axl) [Bumble Inc. (BMBL)](/topic/$bmbl) [Kenvue Inc. (KVUE)](/topic/$kvue) [Dash (DASH)](/topic/$dash) [Element Solutions Inc. (ESI)](/topic/$esi) [KBR, Inc. (KBR)](/topic/$kbr) [O-I Glass, Inc. (OI)](/topic/$oi) [Icon Plc (ICLR)](/topic/$iclr) [JBT Marel Corporation (JBTM)](/topic/$jbtm) [General Mills, Inc. (GIS)](/topic/$gis) [Middleby Corp (MIDD)](/topic/$midd) [Rollins, Inc. (ROL)](/topic/$rol) [SpaceN (SN)](/topic/$sn) [CLEAR Secure, Inc. (YOU)](/topic/$you) [Kraft Heinz Co (KHC)](/topic/$khc) [Avantor, Inc. (AVTR)](/topic/$avtr) [Gap Inc (GAP)](/topic/$gap) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Warby Parker, Inc. (WRBY)](/topic/$wrby) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Cintas Corporation (CTAS)](/topic/$ctas) [Unifirst Corp (UNF)](/topic/$unf) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Heroes of NFT (HON)](/topic/$hon) [Kroger Co (KR)](/topic/$kr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Bad tape but I think this is a sort of silly rxn on $ats CFO leaving. Got passed up for CEO role and going to a bigger company Crazy that it dumps on this and was up on oral GLP-1 approvals"  
[X Link](https://x.com/anyuser/status/2013713160763490500)  2026-01-20T20:40Z [---] followers, [---] engagements


"$ENS goes up every single day. Basically all mult expansion too. Anyone close to it"  
[X Link](https://x.com/anyuser/status/2018766001836274129)  2026-02-03T19:18Z [---] followers, [---] engagements


"$SSNC double whammy as a software-ish co and BDC exposure"  
[X Link](https://x.com/anyuser/status/2018785048452108384)  2026-02-03T20:33Z [---] followers, [---] engagements


"Missed that this finally went bk 1yr post-spin. Wish they were all this easy $twnp 1/3rd the size of Hooters and (4%) comps thru Q3 off of flat in [--]. We sure ppl want this concept https://t.co/bqwnOGc1RG $twnp 1/3rd the size of Hooters and (4%) comps thru Q3 off of flat in [--]. We sure ppl want this concept https://t.co/bqwnOGc1RG"  
[X Link](https://x.com/anyuser/status/2021255204797038626)  2026-02-10T16:09Z [---] followers, [---] engagements


"Why doesn't $bmbl just dividend out every $ they make and ride off into the sunset"  
[X Link](https://x.com/mustang_cap23/status/2022330078139732066)  2026-02-13T15:20Z [---] followers, [---] engagements


"$kvue one thing after another jfc"  
[X Link](https://x.com/mustang_cap23/status/1978868416644632625)  2025-10-16T16:59Z [---] followers, [---] engagements


"Some thoughts on $bbcp after a bad report: -Even if weather is bad it's a tired excuse [--] straight Q's -Commercial weakness should get some relief w cuts though sounds like this is a 1yr lag - Growth capex should stay depressed no need to continue to buy pumps into weak demand"  
[X Link](https://x.com/mustang_cap23/status/1831709074079002780)  2024-09-05T15:00Z [---] followers, [---] engagements


"Comping 6% organic on 2% previous yr for last [--] Q's and guiding 2% on 5% previous yr for Q4. Comps get tougher in '25 and NT growth accelerants are not well-defined skeptical $ssnc will hit their 4-8% organic target"  
[X Link](https://x.com/mustang_cap23/status/1849810051143229495)  2024-10-25T13:47Z [---] followers, [---] engagements


"$dash commentary says grocery is growth lever while citing low relative grocery penetration b/c of affordability. I wonder they're doing abt that $ibta"  
[X Link](https://x.com/mustang_cap23/status/1889511820844511558)  2025-02-12T03:08Z [---] followers, [---] engagements


"Some of the microcap specialty retail names are so beaten down. Ex. $dxlg is trading at nearly [--] EV with Pleasant Lake offering $3/sh [--] months ago. Obv tariff exposure shrinking fast shitco etc. but I think we're prob close to the point of it being silly"  
[X Link](https://x.com/mustang_cap23/status/1914728533852930400)  2025-04-22T17:10Z [---] followers, [---] engagements


"Saw $esi down right after what I thought was a pretty good print. Now +4%. Optically ebitda guide looks bad but flattish ex-graphics. Says end mkt demand still strong calling out DC especially. Worry a bit abt demand pull forward here"  
[X Link](https://x.com/mustang_cap23/status/1915144293548962267)  2025-04-23T20:42Z [---] followers, [---] engagements


"Why are $amtm and $kbr getting crushed today Other gov contracting names all down 1%"  
[X Link](https://x.com/mustang_cap23/status/1925198194494878101)  2025-05-21T14:33Z [---] followers, [---] engagements


"Downside somewhat protected bc can turn capex off to delever if macro gets worse. Regional comps really squeezed rn so further deterioration would basically put them all out. Concerned abt exposure to secular declining CRE (office) and data center + infra buildout normalizing"  
[X Link](https://x.com/mustang_cap23/status/1932882329678049438)  2025-06-11T19:27Z [---] followers, [--] engagements


"$prks hahahahaha Ying Yang Twins spotted performing at Sea World. https://t.co/eFuodslqfM Ying Yang Twins spotted performing at Sea World. https://t.co/eFuodslqfM"  
[X Link](https://x.com/mustang_cap23/status/1940187745449910407)  2025-07-01T23:16Z [---] followers, [---] engagements


"Looking at this $amrz spin. No view yet but Amrize standing for "ambition rising" should make it an auto-short on principle"  
[X Link](https://x.com/mustang_cap23/status/1942307022646481180)  2025-07-07T19:37Z [---] followers, [---] engagements


"$fun cut in half from last year's merger price anyone have a strong view here Looks cheap to me (so does $prks to be fair)"  
[X Link](https://x.com/mustang_cap23/status/1945117537009598500)  2025-07-15T13:45Z [---] followers, [---] engagements


"$ssnc first significant m&a in a while. Had been returning a bunch of capital to shareholders while organic growth reaccelerated to MSD. Still think this is a pretty boring LDD IRR over the next few yrs"  
[X Link](https://x.com/mustang_cap23/status/1947339652819468678)  2025-07-21T16:55Z [---] followers, [---] engagements


"@AKWilk Someone on VIC stole my flow but $npki is a good little company"  
[X Link](https://x.com/mustang_cap23/status/1947857558837801140)  2025-07-23T03:13Z [---] followers, [---] engagements


"I know $bfit has been a value investor graveyard but it's kind of worked over the last few months"  
[X Link](https://x.com/mustang_cap23/status/1949816774070767826)  2025-07-28T12:58Z [---] followers, [---] engagements


"What did these guys say on the call Was +7% last night on an ok q $oi $oi +50% from tariff lows. Seen it in a bunch of letters have done some work and just can't get there. Secularly flat/declining end mkts massive capex requirements constant operational issues but cheap I guess Feels like a good funding short here $oi +50% from tariff lows. Seen it in a bunch of letters have done some work and just can't get there. Secularly flat/declining end mkts massive capex requirements constant operational issues but cheap I guess Feels like a good funding short here"  
[X Link](https://x.com/mustang_cap23/status/1950551848424816866)  2025-07-30T13:39Z [---] followers, [---] engagements


"$iclr trades so so so bad"  
[X Link](https://x.com/mustang_cap23/status/1953183134561767741)  2025-08-06T19:55Z [---] followers, [---] engagements


"@B7428360339965 Nice call out spinco looks interesting. Not a perfect comp but $JBTM gets a nice multiple so there could be juice there"  
[X Link](https://x.com/mustang_cap23/status/1953823323441234305)  2025-08-08T14:19Z [---] followers, [--] engagements


"$vsts is this thing just going bk at this rate"  
[X Link](https://x.com/mustang_cap23/status/1955351188058075365)  2025-08-12T19:30Z [---] followers, [---] engagements


"$vsts -Focusing on profitability over volume (i.e. volume continues to decline) -- further deleveraging -Churning customers are higher value -- command better service -Still underinvesting in fleet -- how will service improve to retain/win more profitable customers $vsts is this thing just going bk at this rate $vsts is this thing just going bk at this rate"  
[X Link](https://x.com/mustang_cap23/status/1955358088485273689)  2025-08-12T19:57Z [---] followers, [---] engagements


"Missed this last night but geez CEO buying a huge slug under $48 $amrz Bad results but sort of expected w state of construction industry. Still getting price in cement & aggregates despite low demand environment -- could a cyclical turn look something like MSD volume + MSD price Lotta those economics would fall down. $amrz Bad results but sort of expected w state of construction industry. Still getting price in cement & aggregates despite low demand environment -- could a cyclical turn look something like MSD volume + MSD price Lotta those economics would fall down. $amrz"  
[X Link](https://x.com/mustang_cap23/status/1955628828342247697)  2025-08-13T13:53Z [---] followers, [---] engagements


"Well well well $ibta Surprised $ibta is flat on this crappy $gis report. CPG margin getting squeezed = cut third-rate ad spend/promo no Surprised $ibta is flat on this crappy $gis report. CPG margin getting squeezed = cut third-rate ad spend/promo no"  
[X Link](https://x.com/mustang_cap23/status/1955725318662111455)  2025-08-13T20:17Z [---] followers, [---] engagements


"Lol ok $midd"  
[X Link](https://x.com/mustang_cap23/status/1960825849407762780)  2025-08-27T22:04Z [---] followers, [---] engagements


"$rto mayve getting interesting Terminix still a mess but NA organic pest control services flipped positive in Q2. It'll never get a $rol multiple but seems like decent upside if you can get Terminix back to growth"  
[X Link](https://x.com/mustang_cap23/status/1963246756226900154)  2025-09-03T14:24Z [---] followers, [---] engagements


"$bbcp seems fairly valued here. Dead money imo until signs of life in commercial construction"  
[X Link](https://x.com/mustang_cap23/status/1963705175300059144)  2025-09-04T20:46Z [---] followers, [---] engagements


"Anyone know why $SN been so weak recently"  
[X Link](https://x.com/mustang_cap23/status/1973028161819677183)  2025-09-30T14:12Z [---] followers, [----] engagements


"I think the e-gates seem like a pretty good product but how big is the TAM really for ppl who will spend a $209/yr + addl family vs. Pre-Check to *potentially* save a few mins going thru security Licensing the gates to TSA who could then cut jobs might work $you"  
[X Link](https://x.com/mustang_cap23/status/1975551358737527233)  2025-10-07T13:18Z [---] followers, [---] engagements


"$vsts another c-suite departure"  
[X Link](https://x.com/mustang_cap23/status/1975908923833209075)  2025-10-08T12:59Z [---] followers, [---] engagements


"Didn't realize how dumb the names were for the post-split $khc. Global Taste Elevation Wtf is this hahahaha"  
[X Link](https://x.com/mustang_cap23/status/1978080888727413133)  2025-10-14T12:50Z [---] followers, [---] engagements


"@Bprew7 How are you thinking about MRO capacity wrt to Classic upgrade cycle + 5G and Galileo rollouts + incremental Starlink installs If NA can only install 800-1000 units/yr ramp might be much slower than demand suggests"  
[X Link](https://x.com/mustang_cap23/status/1980273519624589424)  2025-10-20T14:02Z [---] followers, [--] engagements


"Is $ens getting a battery/power bid"  
[X Link](https://x.com/mustang_cap23/status/1980289432981770748)  2025-10-20T15:06Z [---] followers, [---] engagements


"@Bprew7 I mean it's all speculation but firing a C-suite exec is basically always bad + timing is extra weird For argument's sake we can think abt possible causes: - rift w/ SD execs - addl 5G delays - production/supply chain/inventory issues"  
[X Link](https://x.com/mustang_cap23/status/1982878693254148260)  2025-10-27T18:34Z [---] followers, [--] engagements


"@taobanker I mean they u/p SPY which literally is his whole strategy lol"  
[X Link](https://x.com/mustang_cap23/status/1983540678262133053)  2025-10-29T14:25Z [---] followers, [---] engagements


"Mgmt team put their affirmations in the deck lol $avtr"  
[X Link](https://x.com/mustang_cap23/status/1983590477493359049)  2025-10-29T17:43Z [---] followers, [---] engagements


"@LeveragedFun @taobanker Yeah but that assumes one holds when something doubles or triples in their face lol. The LT worry is that mgmt can parlay their stock bubble into capital mkts access and then actually build something real Elon is perhaps the best example of this"  
[X Link](https://x.com/mustang_cap23/status/1983615495095120148)  2025-10-29T19:22Z [---] followers, [--] engagements


"@Bprew7 And I'm sympathetic to the argument that those nuances DO lock-in this segment for Gogo. But I also believe strongly that if people want to find a way to circumvent pretty crappy wifi that costs $4k/mo they'll figure it out eventually"  
[X Link](https://x.com/mustang_cap23/status/1983630557214077128)  2025-10-29T20:22Z [---] followers, [--] engagements


"@themagicbakery Super anectdotal but I see a lot of infuencer girls making their iced "coffees" at home now or drinking matcha/Celsius/etc. One of my fav heuristics is that everything consumer is downstream of hot rich girls' preferences"  
[X Link](https://x.com/mustang_cap23/status/1985453993871413480)  2025-11-03T21:08Z [---] followers, [--] engagements


"Very surprised $ats is up 10% on that print Bookings suggest LS overearning a bit w big projects rolling off + autoinjector risk (20% of seg backlog) Energy growth is SMR "planning" w real rev yrs away EV is dead and didn't sound bulled up on consumer F&B a bright spot"  
[X Link](https://x.com/mustang_cap23/status/1986172682656784733)  2025-11-05T20:44Z [---] followers, [---] engagements


"@evrgn11112231 Were you selecting [--] Pro for your queries I've found it to be similar to o3 (better if prompted well) but definitely more locquacious"  
[X Link](https://x.com/mustang_cap23/status/1986507667247145351)  2025-11-06T18:55Z [---] followers, [---] engagements


"Really horrible nums from $prks today. Have to expect that $fun will be bad too given all the other poor consumer data pts. That said this thing is down 60% YTD and has more than given back Kelce pop. have to think a lot of pessism baked in already"  
[X Link](https://x.com/mustang_cap23/status/1986510359176372357)  2025-11-06T19:05Z [---] followers, [----] engagements


"@Fierce__beast Yeah that's the Jevon's paradox argument from January. I tend to believe the labs that we're compute-constrained. Chinese spending more on compute despite more efficient models is prob a good sign re: demand"  
[X Link](https://x.com/mustang_cap23/status/1986527766682952103)  2025-11-06T20:15Z [---] followers, [--] engagements


"They're in such a bad spot. Low-end consumer weak & nuked their value proposition jacking prices 30% post-Covid. Need to reinvest heavily to get attendance back but debt load and high fixed costs strangling them $fun Really horrible nums from $prks today. Have to expect that $fun will be bad too given all the other poor consumer data pts. That said this thing is down 60% YTD and has more than given back Kelce pop. have to think a lot of pessism baked in already Really horrible nums from $prks today. Have to expect that $fun will be bad too given all the other poor consumer data pts. That said"  
[X Link](https://x.com/mustang_cap23/status/1986777112024662513)  2025-11-07T12:45Z [---] followers, [---] engagements


"Obviously asset sales would be nice but who is the buyer for u/p parks"  
[X Link](https://x.com/mustang_cap23/status/1986777910108193091)  2025-11-07T12:49Z [---] followers, [--] engagements


"Where do you go from here Need to overinvest in shit parks while still maintaining investment in the good ones. At the same time you have to be super promotional to keep attendance flat hitting EBITDA. Plus it's not like improvements are immediate need yrs to see fruit"  
[X Link](https://x.com/mustang_cap23/status/1986781498716922030)  2025-11-07T13:03Z [---] followers, [--] engagements


"Some anectdata for whoever cares: I sat next to a private pilot at the bar watching MNF last night and he raved about Starlink vs. $gogo and GEO sats. Wasn't even aware of Galileo. Said SL is the "gout du jour" and owners scrambling to get it"  
[X Link](https://x.com/mustang_cap23/status/1988378609598558431)  2025-11-11T22:49Z [---] followers, [----] engagements


"@mdmourges Just a pilot for a family office so take that as you will"  
[X Link](https://x.com/mustang_cap23/status/1988382552000974945)  2025-11-11T23:05Z [---] followers, [--] engagements


"Disclaimer as I have done absolutely zero fundamental work on the stock BUT. $gap seems to be filling the $anf hole in basics rn. Their stuff is really good and cheap"  
[X Link](https://x.com/mustang_cap23/status/1990515495754469730)  2025-11-17T20:20Z [---] followers, [---] engagements


"$amtm [--] guide seems sandbagged"  
[X Link](https://x.com/mustang_cap23/status/1993077359831138721)  2025-11-24T22:00Z [---] followers, [---] engagements


"$gogo NJ will nominally be a customer for Phenoms and Ascends/XLS (20% of fleet). Don't think this changes much and SL STC coming there soon as well HDX shipments growing but implied flat m/m"  
[X Link](https://x.com/mustang_cap23/status/1998884641265398049)  2025-12-10T22:36Z [---] followers, [---] engagements


"So 2m Meta Ray-Bans sold since late '23 and sales have tripled y/y $goog $wrby AI is way better glasses will look good consumer adoption of wearables accelerating 1M pairs at $300 is 30% upside to '26 sales / 25% to '27 Not sure abt shared economics https://www.theverge.com/news/613292/meta-ray-ban-2-million-10-million-capacity-subscription-essilor-luxottica-earnings https://www.theverge.com/news/613292/meta-ray-ban-2-million-10-million-capacity-subscription-essilor-luxottica-earnings"  
[X Link](https://x.com/mustang_cap23/status/1999153805187780689)  2025-12-11T16:26Z [---] followers, [---] engagements


"$vsts CFO turning over again after joining in Feb. Assume this is just Barber getting all his people in"  
[X Link](https://x.com/mustang_cap23/status/2000938058569671064)  2025-12-16T14:36Z [---] followers, [---] engagements


"@basilialukos I actually have never seen one of theirs but have seen a bunch of $ctas $unf and Alsco. Funny to start noticing them everywhere once you learn about the companies"  
[X Link](https://x.com/mustang_cap23/status/2000941167027134478)  2025-12-16T14:48Z [---] followers, [---] engagements


"@basilialukos Unionized labor force the big hurdle for any buyout hopes"  
[X Link](https://x.com/mustang_cap23/status/2003133884662493256)  2025-12-22T16:01Z [---] followers, [--] engagements


"$ats autoinjectors for GLP-1s are a pretty sizeable chunk of their backlog & new bookings"  
[X Link](https://x.com/mustang_cap23/status/2003467313400676628)  2025-12-23T14:06Z [---] followers, [---] engagements


"Christmas gift counter: Vuori - a lot $lulu - a little"  
[X Link](https://x.com/mustang_cap23/status/2004235573180211258)  2025-12-25T16:59Z [---] followers, [---] engagements


"$flyx (5th largest domestic operator) doubling on Starlink partnership (fleet install + 3P MRO) and $gogo is +12% bc of Fidelity Lol"  
[X Link](https://x.com/mustang_cap23/status/2009346398609920305)  2026-01-08T19:28Z [---] followers, [---] engagements


"@mdmourges That's how I interpreted it other than some of the smaller Citations they have in the fleet"  
[X Link](https://x.com/mustang_cap23/status/2009389660158742955)  2026-01-08T22:20Z [---] followers, [--] engagements


"@EventDrivenEddy I misread smtg. Agree technicals exacerbating. That said surprised anyone even knows this shitco has a milgov segment lol"  
[X Link](https://x.com/mustang_cap23/status/2009463847082709238)  2026-01-09T03:14Z [---] followers, [--] engagements


"@EventDrivenEddy Yeah I can see IFC being almost a toll booth-style biz for PJs down the road but think it's dependent on LEO operators continuing to act rationally Who do you think is the natural buyer PE $HON"  
[X Link](https://x.com/mustang_cap23/status/2009469436437381136)  2026-01-09T03:37Z [---] followers, [--] engagements


"@stockgutter I looked at this briefly after they said they were working on merchandising in stores. My local Whole Foods had it up front for [--] weeks and it went largely untouched before switching to Spindrift. Same thing at $KR affiliate-- bottom shelf & fully stocked vs. others sold out"  
[X Link](https://x.com/mustang_cap23/status/2010729284735041758)  2026-01-12T15:03Z [---] followers, [---] engagements


"@alz_zyd_ Alcohol decline is a combination of: -health culture -price increases -general lack of socialization (social media video games etc.) -legalization of substitutes (weed gambling) Assign whatever weight you want to each factor but it's hard for me not to view it as persistent"  
[X Link](https://x.com/mustang_cap23/status/2010773427964039175)  2026-01-12T17:58Z [---] followers, [---] engagements


"@valuedontlie Where do you see attendance getting back to LT Have to think it's structurally lower than peak Have to be really careful taking price in these consumer biz (see: legacy Six Flags)"  
[X Link](https://x.com/mustang_cap23/status/2011162682981052686)  2026-01-13T19:45Z [---] followers, [---] engagements


"Bit surprised by this $gtls move. Hits LT growth algo and mgn a bit but increases aftermkt exposure diversifies end mkts and immediately delevers. Chart blew out synergy tgts w Howden acq so I feel p comfortable underwriting that. 12x on [--] syn adj ebitda gets me to an 18% irr"  
[X Link](https://x.com/mustang_cap23/status/1930266187226648707)  2025-06-04T14:11Z [---] followers, [---] engagements


"Anyone have a strong view on $boot here Checks saying border states very weak and iirc their biggest geographies are CA and TX"  
[X Link](https://x.com/mustang_cap23/status/1949877465783910545)  2025-07-28T16:59Z [---] followers, [---] engagements


"$npki this thing might do [---] in sales in [--]. We're building god not like utility infra build is gonna slow"  
[X Link](https://x.com/mustang_cap23/status/1952830293351555206)  2025-08-05T20:33Z [---] followers, [---] engagements


"Bad results but sort of expected w state of construction industry. Still getting price in cement & aggregates despite low demand environment -- could a cyclical turn look something like MSD volume + MSD price Lotta those economics would fall down. $amrz $amrz cement/aggregates spin trying to empire build by buying a bunch of building products companies. Didn't CRH try to do this and end up selling it a few yrs later Would maybe be interesting for an activist 10-15% lower than here $amrz cement/aggregates spin trying to empire build by buying a bunch of building products companies. Didn't CRH"  
[X Link](https://x.com/mustang_cap23/status/1953195436803764234)  2025-08-06T20:44Z [---] followers, [----] engagements


"$ral has been hit pretty hard post $ftv spin. Anyone close to this"  
[X Link](https://x.com/mustang_cap23/status/1953562509425987679)  2025-08-07T21:02Z [---] followers, [----] engagements


"$ssnc sucked the past few weeks on (I assume) AM weakness. Organic growth bar is fairly high but I think strengthening M&A environment should drive Intralinks back to growth. Believe they've mentioned some pull fwd in GlobeOp in previous Qs which has me a bit wary"  
[X Link](https://x.com/mustang_cap23/status/1981442566944895395)  2025-10-23T19:28Z [---] followers, [---] engagements


"Any idea why $ibta has roundtripped its gap down from Q2 earnings I see the CEO was blowing more smoke at Citi in September "We don't have a real-time ROAS platform yet but when we do I promise it'll be AMAZING and everyone will use it""  
[X Link](https://x.com/mustang_cap23/status/1983536185134797186)  2025-10-29T14:07Z [---] followers, [---] engagements


"$npki this thing has been on fire into the print tmo afternoon. Electric utility infra accelerating. Need site access to build transmission. 14x [--] EBITDA $npki this thing might do [---] in sales in [--]. We're building god not like utility infra build is gonna slow $npki this thing might do [---] in sales in [--]. We're building god not like utility infra build is gonna slow"  
[X Link](https://x.com/mustang_cap23/status/1983588466387566852)  2025-10-29T17:35Z [---] followers, [---] engagements


"Anyone w a strong view on $boot tonight Hearing Cavender's Q3 and QTD comps have been pretty weak + this thing has run pretty hard into the print. Good biz tho so may just be taking share"  
[X Link](https://x.com/mustang_cap23/status/1983613468034134101)  2025-10-29T19:14Z [---] followers, [---] engagements


"$boot was talking about their AI initiative to sell work boots so I checked it out. 1) It doesn't do what they claimed and 2) it doesn't even work lol. Sat on this screen for [--] mins"  
[X Link](https://x.com/mustang_cap23/status/1987658781036060826)  2025-11-09T23:09Z [---] followers, [---] engagements


"@a1b1c67eudhhd @kingdomcapadv Dang I passed on this at $15 looked again today thought "wow that got real cheap" and didn't take the time to refresh on it🤦♂"  
[X Link](https://x.com/mustang_cap23/status/1991280592042733734)  2025-11-19T23:01Z [---] followers, [---] engagements


"First thought is "this is bad for CROs" but as I think some more doesn't it make the clinical trial (design and all) more important Would think this could drive higher outsourcing penetration and maybe price (note: this is motivated reasoning) $iqv https://www.statnews.com/2025/12/04/fda-considers-single-clinical-trial-for-new-product-approvals/ https://www.statnews.com/2025/12/04/fda-considers-single-clinical-trial-for-new-product-approvals/"  
[X Link](https://x.com/mustang_cap23/status/1996598372908650559)  2025-12-04T15:12Z [---] followers, [---] engagements


"Buyout rumors $dxlg Some of the microcap specialty retail names are so beaten down. Ex. $dxlg is trading at nearly [--] EV with Pleasant Lake offering $3/sh [--] months ago. Obv tariff exposure shrinking fast shitco etc. but I think we're prob close to the point of it being silly Some of the microcap specialty retail names are so beaten down. Ex. $dxlg is trading at nearly [--] EV with Pleasant Lake offering $3/sh [--] months ago. Obv tariff exposure shrinking fast shitco etc. but I think we're prob close to the point of it being silly"  
[X Link](https://x.com/mustang_cap23/status/1999220858095906831)  2025-12-11T20:52Z [---] followers, [---] engagements


"@0xMerridew True but I asked my fashionable gf and she prefers Nuuly"  
[X Link](https://x.com/mustang_cap23/status/2001061947869970903)  2025-12-16T22:48Z [---] followers, [---] engagements


"@mdmourges Pulled from Part [---] filings. SL can do a lot of Citations now. Per last call $flyx is divesting underperforming planes and adding Challengers XLS and CJ3s -- 2/3 can take on SL right now"  
[X Link](https://x.com/mustang_cap23/status/2009399554127614096)  2026-01-08T22:59Z [---] followers, [--] engagements


"$amrz cement/aggregates spin trying to empire build by buying a bunch of building products companies. Didn't CRH try to do this and end up selling it a few yrs later Would maybe be interesting for an activist 10-15% lower than here"  
[X Link](https://x.com/mustang_cap23/status/1949930867628904917)  2025-07-28T20:32Z [---] followers, [----] engagements


"$twnp 1/3rd the size of Hooters and (4%) comps thru Q3 off of flat in [--]. We sure ppl want this concept https://www.themiddlemarket.com/news-analysis/hooters-restaurant-chain-reportedly-taps-advisers-to-address-debt-as-revenue-falls https://www.themiddlemarket.com/news-analysis/hooters-restaurant-chain-reportedly-taps-advisers-to-address-debt-as-revenue-falls"  
[X Link](https://x.com/anyuser/status/1885386353820434450)  2025-01-31T17:55Z [---] followers, [---] engagements


"Anyone kicked the tires on $axl I've got '25 pf fcf yield 11% and '27 at 25% on analyst estimates pre-synergy from the $dwl acq. Multiple is already 4x is biz melting that fast"  
[X Link](https://x.com/anyuser/status/1979288703957897290)  2025-10-17T20:49Z [---] followers, [---] engagements


"What's the bull case for $TTC here -Resi shifting electric w a tougher competitors -Landscape prob still has a couple yrs of air pocket from homeowners buying Pro equip -Golf should be indexed to facilities which are flat to negative -Snow a climate change loser (yeah yeah)"  
[X Link](https://x.com/anyuser/status/2010829835015201186)  2026-01-12T21:42Z [---] followers, [---] engagements


"Underground is solid. Has some purported tailwinds from IIJA utilities telco data center but hasn't really shown in the nums yet + lots of buybacks & dividend + multiple still a few turns from LT avg Prob just a pass both ways"  
[X Link](https://x.com/anyuser/status/2010830664275251300)  2026-01-12T21:46Z [---] followers, [---] engagements


"$FUN done ok since late Dec and not getting nuked on this Jefferies cut hmmmm"  
[X Link](https://x.com/mustang_cap23/status/2011109224659763503)  2026-01-13T16:12Z [---] followers, [---] engagements


"It's prob dead money for now but $BBCP is gonna beat EBITDA ests by a ludicrous amt whenever the non-resi construction cycle turns"  
[X Link](https://x.com/anyuser/status/2011207727247229091)  2026-01-13T22:44Z [---] followers, [---] engagements


"-Improved utilization will flow through at 75% mgns -Smaller fleet gets more price in a hot demand environment (esp. specialty equipment) -Mix improves as EcoPan is gonna grow 20%+ at 50% mgn -Have taken cost out in the downturn so fixed base smaller Seems rlly torqued to me idk"  
[X Link](https://x.com/mustang_cap23/status/2011208938692493737)  2026-01-13T22:49Z [---] followers, [---] engagements


"I'm not close to the company but $spot could prob charge $20-25/mo without much churn"  
[X Link](https://x.com/anyuser/status/2011798939645702469)  2026-01-15T13:53Z [---] followers, [---] engagements


"I must really have a quality tilt b/c this is the third or fourth DD%+ FCF yield biz I've passed on that's up 50%+ since I looked Anyone kicked the tires on $axl I've got '25 pf fcf yield 11% and '27 at 25% on analyst estimates pre-synergy from the $dwl acq. Multiple is already 4x is biz melting that fast Anyone kicked the tires on $axl I've got '25 pf fcf yield 11% and '27 at 25% on analyst estimates pre-synergy from the $dwl acq. Multiple is already 4x is biz melting that fast"  
[X Link](https://x.com/anyuser/status/2014060273678627127)  2026-01-21T19:39Z [---] followers, [---] engagements


"How do y'all get conviction in these gross businessesSeems I've been looking in the right places just can't get myselg to pull the trigger in absence of a secular story"  
[X Link](https://x.com/anyuser/status/2014060867298504967)  2026-01-21T19:41Z [---] followers, [---] engagements


"My logic being that secular growth absolves a lot of sins on longer timeframes (assuming you are somewhat cognizant of valuation)"  
[X Link](https://x.com/anyuser/status/2014061477116662098)  2026-01-21T19:44Z [---] followers, [---] engagements


"Looks good publish it $aste lmao"  
[X Link](https://x.com/anyuser/status/2017016356864958477)  2026-01-29T23:25Z [---] followers, [---] engagements


"I've looked at it briefly before. I thought: -Motive Power biz was decent w TPPL and onshoring tailwinds -Energy Systems core cyclical but a LT grower + DCs -Specialty interesting A&D applications -Incentives for lithium battery plant prob mispriced but no catalyst"  
[X Link](https://x.com/mustang_cap23/status/2018767206016811253)  2026-02-03T19:23Z [---] followers, [---] engagements


"For something like a $duol how does a vibe-coded app fix the agency problem My understanding is that DUOL wasn't successful b/c people were super motivated to learn languages but rather b/c it pinged you 10x a day until you capitulated and did your lesson"  
[X Link](https://x.com/anyuser/status/2018810480278864311)  2026-02-03T22:15Z [---] followers, [---] engagements


"I suppose you could have Claude build in some spaced repetition functionality and notifications or whatever but it will obviously not be up to snuff"  
[X Link](https://x.com/anyuser/status/2018811833839440378)  2026-02-03T22:20Z [---] followers, [---] engagements


"Lots of BTC obituaries today"  
[X Link](https://x.com/mustang_cap23/status/2019476555907404066)  2026-02-05T18:21Z [---] followers, [---] engagements

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