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![capitalatrisk23 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2520719354.png) BatmanCapital 🦋 [@capitalatrisk23](/creator/twitter/capitalatrisk23) on x 2264 followers
Created: 2025-07-23 15:19:58 UTC

@irbezek Simple, if ROIC is high and you keep having revenue growth and valuation decent, DESPITE shitty macro for X years, then if you bought in 2024, no reason to sell now but taking some profit, yes


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948040399286567013/c:line.svg)

**Related Topics**
[macro](/topic/macro)
[decent](/topic/decent)
[quarterly earnings](/topic/quarterly-earnings)
[roic](/topic/roic)

[Post Link](https://x.com/capitalatrisk23/status/1948040399286567013)