Rightsized CapStack Capital @CapstackCapital
Master of EBITDA Adjusting ~ Industrials / A&D ~ SaaS / AI ~ LMEs / Rx ~ Unapologetically Catholic ✝️ ~ #GoBruins 🐻💙💛 ~ #BillsMafia ~ ≠ investment advice 310 ➡️ 513 ➡️ 215 Joined July 2019-
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@dalibali2 “Market participants call it a ShitCo Platform”
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@MishapMergers @BullieGems *this is not investment advice
Holy hell it’s a bloodbath in Korea. Circuit breakers triggered. Samsung & SK Hynix leading the losses.
@pequityresearch I know there are so many names. I’m just kidding. I don’t have a specialization like the names above. I just specialize in finding investment opportunities by turning over every stone known to man
@ClarkSquareCap @franke_media The fact it is free is insane. So much value and for free. God Bless You!
Ummm what is $AAPL making?
@KairosPraxis @UPStatsman @IrrationalMrkts @ahmad_invests @Valuehunte @DomumCapital Let’s goooooo! Thank you! I will definitely take a look and get you my thoughts
@invest091 Thank you! I look forward to listening!
What is everyone's thoughts on $BMI at 16x LTM EBITDA currently? Share Px -51% LTM (-28% YTD). Seems like a great play on water, especially with accelerating water demand attributable to data centers. Performance appears at trough levels with a relatively flat FY26 and revenue growth re-accelerating to 8% in FY27. Trough levels w/ favorable multiple + steady grower + income + end-market tailwinds What am I missing? Anyone have thoughts? @Groundwork_HQ - I believe you have discussed it before. Are companies like $XYL $VLTO just that much better?
@DurableCreators It does feel like $VLTO is the higher quality business. And that’s interesting re: $BMI though makes sense too. Either way both are probably better businesses than $XYL?
@BullieGems I’ll cc @MishapMergers bc he was the first person to get into those calls really. I don’t play with options. I let him give his thoughts.
@specsitsdigest @ClarkSquareCap Yw! Special Sits are becoming my fave between $SHIM $NNBR etc.
Rightsized CapStack Capital retweeted
Created another account -- @specsitsdigest -- to focus on special situations. Please give it a follow. Thanks!
$MRVL Big news for Marvell. Stock is +9% pre-market after the announcement it will be added to the S&P500. $SPY $VOO cnbc.com/2026/06/08/mar…
@MikeRegaladoLA The word “pageantry” is the precise word I also use to summarize why CFB > Pro
@MikeRegaladoLA @CoachBobChesney @UCLAFootball Bring back “Right Now” - Van Halen like it use to be in the 2000s
@invest091 In college I got to go to their HQ and present in front of mgmt for a business class
@StoolWestwood You do a great job! Hopefully new admin can keep it up!
Clark Square Capital @ClarkSquareCap
32K Followers 3K Following Global investor. I publish in-depth research on under-the-radar stocks and special situations. https://t.co/gSuNfoKeyR | https://t.co/4I0vL2hgLj
Dave Data Guy | autho... @DGretta_Author
27K Followers 625 Following Author 📚 | Stock investor + financial education advocate | rocket scientist | MBA: Finance | IT, BI, AI + SQL database professional | opinions not advice
Special Situations Di... @specsitsdigest
170 Followers 144 Following A structured weekly digest of activist campaigns, strategic reviews, spin-offs, restructurings, divestitures, and M&A across 20+ markets.
nayeli 🌹 @nayeligabrielle
417 Followers 1K Following you're gonna look at me and you're gonna tell me that im wrong? am i wrong? she wore a crown and she came down in a bubble grow up, doug. grow up bro grow up
Kumar🇺🇸 @datarade
31K Followers 7K Following dog walker and some other stuff. https://t.co/Y95xEJ8rtj
Michael | Stock Spotl... @invest091
3K Followers 885 Following Host of the Stock Spotlight podcast. Structured stock research using a 33-question checklist + deep dives on compelling businesses. Writing on Substack↓
TRADERDOUGH @TRADERDOUGH
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Bumbershoot Holdings @BumbershootHlds
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Rich Swift @rich_swift_
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C Y @chongyeow90
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L @L_research_
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Bat Toz @classikovich
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B Dog Politics @BDogPolitics
270 Followers 4K Following A feed of political commentary from the famous Papi B Dog. Working to help @realDonaldTrump Make America Great Again. #Trump2016 PR
JC @j16425646
8K Followers 146 Following Former hedge fund CIO, venture capitalist, entrepreneur; focused on asymmetrical risk/reward profiles with clear catalytic paths
string @shollwe
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Moneyball Value Inves... @Value_Purist
305 Followers 5K Following The business of value investing is to invest in businesses value for money. Not financial advice.
Anand agarwal @AnandAgarw23863
65 Followers 948 Following passionate about finding #assymetrical #investment opportunities in #US & #Indian #Equity #Markets with absolute laser sharp focus
Ian Kukowski @TheKukoMonster
102 Followers 151 Following Texan, Patriot, Contributor to the Future. Industrial, Advanced Manufacturing, Physical AI, and Power
Michael Graf Rasch�... @its_for_sale
91K Followers 61K Following Realtor Condos in Brickell, Coconut Grove, Downtown Miami, Miami Beach Coral Gables 📱305-741-1819 3x #NYTimes 2x #WSJ Linkedin https://t.co/jwcAAZ7hpX
Kumar Mayank @ImKMayank
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Regarding Semi @regardingsemi
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Sam @LateReaponder
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JTheretohelp1 @my_arsc
52 Followers 337 Following Founder of @7thkeyfinancial • Market Technician • Securities Licensed since 1998 • Husband • Father of 6 • Follower of Christ • Proverbs 3: 5-6
scottliu @scottli40548188
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Ross Lexington @mrg5amrg5a
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stockn00b @stockn00b5
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E @E_V_N_0
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MidCurveCapital @midwit_capital
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StockFinance @StockFinanceAI
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Spandhana B @spandhan50825
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Ilyas Hidayat @mrilyas1989
214 Followers 572 Following I am 35 year old muslim guy from 🇸🇬 6-7 years of investing experience in crypto Rookie Virtual Reality Boxer 🥊🥊
Dieu Anh Le @dieuanhle1996
11 Followers 138 Following
Paul @PaulRawlinsPogo
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That Guy Rocked CFB @ThatFBGuyRocked
10K Followers 99 Following Is there anything better than college football and rock music? DM for requests.
Dave Data Guy | autho... @DGretta_Author
27K Followers 625 Following Author 📚 | Stock investor + financial education advocate | rocket scientist | MBA: Finance | IT, BI, AI + SQL database professional | opinions not advice
Special Situations Di... @specsitsdigest
170 Followers 144 Following A structured weekly digest of activist campaigns, strategic reviews, spin-offs, restructurings, divestitures, and M&A across 20+ markets.
Barstool UCLA @StoolWestwood
20K Followers 839 Following Go Bru | Direct Affiliate of @BarstoolSports | NOT Affiliated with @UCLA 💙💛 | 127 NCAA Titles and Counting 🏆| DM Submissions | IG: BarstoolWestwood
Michael | Stock Spotl... @invest091
3K Followers 885 Following Host of the Stock Spotlight podcast. Structured stock research using a 33-question checklist + deep dives on compelling businesses. Writing on Substack↓
Jason Shuman @JasonrShuman
19K Followers 4K Following GP @PrimaryVC focused on Physical & Vertical AI, Vertical Integrators | Former @Uber Driver | BoD @info4pi
Friedman Industries @FriedmanInd
19 Followers 26 Following Flat Rolled Steel Service Center and Pipe Mill headquartered in Longview, TX. Ticker: FRD
Vaelis @Vaelis_X
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Tit For Tat @GameTheoryPP
296 Followers 369 Following nothing posted is investment advice, just me documenting my research. do your own research. Substack: https://t.co/ZSpmT6tUf6
L @L_research_
19 Followers 101 Following
The Girlfriend Index @GirlfriendIndex
2K Followers 282 Following Consumer trend intel from the girls who always know first. Not investment advice.
kokycpcb @pcbanalysis
6K Followers 78 Following Senior PCB Industry analyst in Taiwan. Our team offers unmatched expertise in executing deep-dive, fundamental analysis of the global PCB supply chain.
Davie Defense @DavieDefense
162 Followers 16 Following A proud American company within a global marine industrial group. Designing & building world-class icebreakers, warships, & commercial vessels.
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5K Followers 2K Following Music discovery channel, bonafide enjoyer and humble practitioner of Snell's Law
Dr Microcap @MicrocapDr
315 Followers 56 Following Ph.D. Economist & Global Macro veteran (20+ yrs). Applying institutional rigor to the under-analyzed microcap space. Focused on Energy, Mining & Infrastructure.
Evanss6 @Evan_ss6
64K Followers 2K Following Study, lessons in there / *NOT INVESTMENT ADVICE* Grass toucher, Hedgoooor Unbothered, objective There is no need to be upset. Very serious account
Coffee House Stocks @CoffeeStocksGuy
13K Followers 993 Following British Equity Investor | Catching Asymmetric bets in Robotics, Space and AI
Bayesian Lad @bayesian_lad
737 Followers 155 Following I tweet about valuations, stocks, and occasionally Bayesian stats
JC @j16425646
8K Followers 146 Following Former hedge fund CIO, venture capitalist, entrepreneur; focused on asymmetrical risk/reward profiles with clear catalytic paths
TheBigBerbowski @TheBigBerbowski
10K Followers 835 Following High-growth companies: DC infrastructure, Memory, Semiconductors, AI. BBA | Product Manager | Video Games Industry Writing on Substack ↓
Regarding Semi @regardingsemi
39K Followers 506 Following The data visualization layer for the semiconductor market.
Fran Fraschilla Burne... @phoggotallen
408 Followers 224 Following Jayhawks | #KidFromLeahood | BIFM
MicroCapHound @MicroCapHound
744 Followers 159 Following Managing a team to build apps that streamline your stock research! Scaling to the moon! I also tweet for chuckles :) @InfoArbMonitor, https://t.co/TFYtjMxXI4
New American Industri... @newindustrials
11K Followers 290 Following New American Industrial Alliance (https://t.co/d7i6JGpIs5). Born at REINDUSTRIALIZE Summit (@reindsummit)
Uncovering Value @stockthoughts81
12K Followers 9K Following Investing, writing, Claude Code. Romans 8:38-39.
슈포 (Superposition... @superposition_V
4K Followers 448 Following From atoms to agents: Physical + Cognitive Compute Stacks in Era / Material science / ex-InP Photonics Researcher / DYOD Tech & Insights → Highlights
P Equity Research �... @pequityresearch
5K Followers 216 Following Research 📃 | PMs open 👇 |Sharing my knowledge & insights with the world 🌍 | Deep dives posted on my substack! 📍
Mens_Corner__ @Mens_Corner__
230K Followers 4K Following
SkinnyFat Tony @SkinnyfatTony
15K Followers 9K Following Industrial Robotics. Engineering. Robotic Systems integration. I am not skinny, or fat, and my name isn't Tony. I save robots: https://t.co/9tSnIC8IMb
Smaugoliscious @Protractinium
107 Followers 703 Following Luv me gold hoard Luv me yellow cake (to keep me fires hot) Luv me oil drums Luv me raiding LBMA’s silver Luv roasting JP Morgan bankers Simple As
Oliver T. Cavanaugh @OTCavanaugh
151 Followers 62 Following Corporate Antiquarian | Proprietor of neglected securities | Independent investor focused on legacy enterprises & misunderstood balance sheets
LongOnly @EndThePods
730 Followers 1K Following Institutional long only equity investor. mostly cyclicals. Former Sellside ER. Strong dislike of pods.
Krokodil Capital @Krokodil_V
410 Followers 380 Following Global equities analyst at a Long Only. Notes to myself.
The Analyst @the_analyst_24
866 Followers 146 Following •20y+ Market Experience 📊 •Deep Dive Stock Analysis 🔍 •Actionable Investment Ideas🚀 Helping you beat the market. Join the journey! No financial advise! DYOR!
BaseballHistoryNut @nut_history
254K Followers 2K Following Baseball History Nut *I do not claim to own any of these images* 🇨🇦. Contact: [email protected]
Silicon Salvage @SiliconSalvage
17K Followers 2 Following AI has killed software and tech stocks. Valuations are at multi-decade lows. Stock prices are in the trash. This is a once in a lifetime opportunity to buy fear
IFCM MicroCap @IntelligentCM
9K Followers 5 Following All great companies started as small companies. CIO @iancassel. https://t.co/CL86Hwf2go
Pew Research Center @pewresearch
416K Followers 79 Following Nonpartisan, nonadvocacy data and analysis. Follow us on Instagram, Facebook and LinkedIn or subscribe to our newsletters: https://t.co/tawtYBr8Ef ✉️Trends for United States
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