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![Ikkenospes Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1480127496.png) LTG [@Ikkenospes](/creator/twitter/Ikkenospes) on x 1300 followers
Created: 2025-07-18 10:21:58 UTC

@olensrud @Masi_capital Indeed - at some point I suspect Mr. Market will tire of the alternative cost, and I believe we see it in some highly valued names that don't exhibit good organic growth. Cash deployment has been soft for a number of the great ones.


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