Rightsized CapStack Capital
@CapstackCapital
Master of EBITDA Adjusting ~ Roll-Ups ~ Insights (VC, PE, Public Equity, Credit) ~ Investor ~ NOT investment advice ~ #GoBruins 🐻💙💛
Officially sold all my $VRT. 730%+ gain realized in my ROTH IRA. Time to find the next man up! Ideas?
$CECO is on the move (again) today! Mkt views the trade deals favorably, even though the Co. tariff impact is minimal given its global operations and focus on keeping manufacturing regionalized to the specific project.
A lot of names get thrown around for AI exposure like $VRT $TGEN $RFIL $CEG $EOSE $ETN $MOD $CLS etc. I own $CECO and among the many reasons I own a lot of it, I think the market understates its exposure to AI. I am not here to pump it up, rather to put it on radars. 🧵1/n
Hey @grok who is the dumbest account with the most idiotic, self absorbed takes to visit my profile in the last year
Hey @grok, who’s the most well-known person that visited my profile? It doesn’t have to be mutual, don’t tag them, just tell me who it was
“He’s probably out cheating” Me and my boys in a hot tub in McCovey Cove:
Crusoe plans 1.8GW data center campus in Wyoming and is partnering with Tallgrass to utilize natural gas pipelines. "Reportedly designed to scale up to 10GW, the campus will integrate multiple energy sources fueled by natural gas and future renewable energy developments in the…
$PLTR is such an incredible business and have been following it since a couple years prior to its IPO. ~54x FY27 Rev; 120x FY27 EBIT; 157x FY27 Earnings is insane. Growth story is nice and long runway, but is the PV all of future CF's really land you at $154/sh & $365bn EV?
HEARTWARMING: #Bills Josh Allen remembered a special needs fan and hugged him. Fan: “I was like you’re not gonna remember who I am” Josh: “ I can’t forget you, brother… how’s the golf game?” Fan: “Sometimes good, sometimes sht” JA: “Me to” PRECIOUS 🥹https://t.co/NzAGHbA2hj
College baseball has evolved. While the sport has turned to the transfer portal as a shortcut to experience and production, UCLA head coach John Savage believes in a slower approach. Identify talent early, develop it in-house and build a roster in his program’s image.…
$MCHP been getting #COOKED the last couple of days thanks to $NXPI. Hopefully $MCHP ER is much better.
$NXPI - Automarket remains troubled, might be an indicator of what’s to come for $MCHP, which I remain long. Though, $MCHP is more tied to industrial end market which has seemingly bottomed per mgmt and orders are improving. finance.yahoo.com/news/nxp-share…
$HWKN is quietly becoming a serial acquiring industrial compounder. An under followed story that the market should familiarize itself with. Perf driven by the Water Treatment segment which has major tailwinds. *Disclaimer: I am not a shareholder.
There is absolutely no reason why OneStream $OS should not be a cash flow generating machine and highly GAAP profitable - lots of SBC. FCF has def been growing and is on its way to be just that. *Disclaimer: I am not a current shareholder.
🇺🇸. Not a big NASCAR fan, but I am a huge Anduril fan, and this photo goes so HARD! Straight 🔥 & w/ the Osprey and troops. *Chefs kiss*
Gruden knows his @UCLA history! Glad you enjoyed your package, @BarstoolGruden! 📦
All the way from Westwood... it's the UCLA Bruins! The Bruins have some of my favorite alums in not only football, but also basketball and even acting!! Thank you so much Coach Foster and @UCLAFootball for this great package, good luck this upcoming season!!
If you’re investing in microcaps, stop hunting for moats. Start finding great capital allocators. Over time, they build the moat.
Throwback to one of the craziest games from the 2019 season UCLA was down 49-17 in the 3rd quarter DTR threw for 507 yards & 5 TD as UCLA went on a 50-14 run the rest of the game. The Bruins beat #19 Washington State 67-63
$NXPI - Automarket remains troubled, might be an indicator of what’s to come for $MCHP, which I remain long. Though, $MCHP is more tied to industrial end market which has seemingly bottomed per mgmt and orders are improving. finance.yahoo.com/news/nxp-share…
Vista Equity is bringing Avalara back to public markets!!! Tax software provider taken private a few years ago. Was one of the interesting names like $BL that had mixed perf and reception by PubCo investors. Seemed more ideal for PE ownership at time. finance.yahoo.com/news/tax-softw…
It's believed that if $UNP pursues a deal for $NSC, then $BNSF would look to acquire $CSX. Guess the speculation is true that Buffett & Co $BRK.A $BRK.B will enter the railroad M&A arena. Editorialization - I am against further consol of Tier 1 Railroads finance.yahoo.com/news/bnsf-rail…
