@CapstackCapital

Master of EBITDA Adjusting ~ Industrials / A&D ~ SaaS / AI ~ LMEs / Rx ~ Unapologetically Catholic ✝️ ~ #GoBruins 🐻💙💛 ~ #BillsMafia ~ ≠ investment advice

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Joined July 2019
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  • Followers2.5K
Officially sold all my $VRT. 730%+ gain realized in my ROTH IRA. Time to find the next man up! Ideas?
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For the record, I love Sound Point. I’m a huge fan. Generally, really good investors.
Pari Passu Newsletter@PariPassu_RxOct 20
Telesat lenders have proposed a C$3.2bn rescue package to avert a December default, comprising C$1.7bn in equity and C$1.5bn in debt financing. The proposal follows litigation over Telesat's transfer of a 62% interest in its Lightspeed satellite project to a subsidiary beyond certain creditors' reach. Lenders including Silver Point and Sound Point have challenged the transfer, making asset ownership and collateral protection central to negotiations. Telesat has not accepted the proposal.
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If you don't mind sharing curious if you are holding $NNBR through earnings tomorrow? I am but confess to being a big nervous. But can't force myself to trim position near the 3.3 institutional raise a few weeks ago.
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Yea I am holding $NNBR through earnings. I believe in it and its best days are ahead of it. Selling here, imo, would be very shortsighted.
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Rightsized CapStack Capital retweeted
Oil Co Intern
@OilCoIntern21h
Me and the boys using AI in the Oil and Gas industry
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Bob Chesney is fiery this morning, made the team do up-downs before stretch.
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He’s trying to “get a little asshole” in them, as my ole AAU coach use to say to me.
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Looks like FinTwits have very strong opinions and very weak comprehension of accounting.
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I wholeheartedly agree with you. I stopped trying long ago to engage with / respond to posts featuring very weak accounting understanding. They were highly opinionated and trying to paint a narrative so they weren’t receptive on trying to actually understand how it works.
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I got a ton of cash, I don't necessarily want a ton of cash, I'd like to deploy it but there's nothing I find in microcap land that's particularly attractive. The stuff I own I like but own a lot of already ($FTEK, $EGHT $HGBL) but there's not much new stuff I'd add. Am I crazy here?
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I am too lazy to write shit up nowadays but I rly should have. It's two businesses and $1 of net cash. One (Fuelchem) is high margin recurring revenue sale of chemical formulations primarily for coal plant burners but could be sold in other burner types. The other (APC) is an emissions reduction business for gas turbine/engines where they reduce NOx particles, very similar to CECO US, that business has been losing money for years since there's been very little new gas turbines in the US, but now that's changing. APC backlog has started inflecting meaningfully, like 3x in 3 quarters type of stuff, fuelchem keeps churning along, but the big thing is a couple months ago they got rid of their dogshit CEO and put a guy who was the COO of CECO and did a lot for their turnaround from 2020-2023, and worked for very legit industrial companies (Tyco, Xylem, etc), and I think he can do a really good job scaling this.
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Hit the nail right on the head re: $FTEK
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Replying to @pov_ag @taobanker
I've owned it a couple times before, I deeply hate that management team
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The BWEN mgmt team makes my skin crawl.
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If Sidecar Investing works, why don’t more people do it? Maybe because it feels more like delegating than investing. And people don’t just want to make money, they want to feel like they were the reason they made money.
Sidecar Investor
@sidecarcap7 Aug 2020
1/ A thread on Sidecar Investing, or “free riding on the superior capability of others” -Richard Zeckhauser
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Dude I love your content and end up bookmarking all of this stuff.
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Rightsized CapStack Capital retweeted
NFL Hate Memes
@NFLHateMemesOct 26
Imagine costing your team the game and you see the other team doing ts 😭
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Rightsized CapStack Capital retweeted
Chantel Lovett@chantel_lovettOct 25
Mom lessons: I have always told my kid. Don’t you EVER walk past someone asking for an autograph. I don’t care how tired you are. You make the time and you put a smile on your face. That moment will make someone’s day. This a privilege that you get to do this everyday. Heard
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Rightsized CapStack Capital retweeted
the doogfather
@thedoogfatherOct 25
checking in on the west coast big ten additions
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USC stole #UCLA's new tradition but forgot the winning part 😭
Shotgun Spratling@ShotgunSprOct 25
#USC players jump around before the start of the fourth quarter.
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Tbh, they look like clowns doing it. Only a few are dancing and they’re all doing something different and on their own. Our players are essentially dancing as a team.
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The attendance narrative is really dumb. UCLA is rebuilding season ticket holders who've been beaten down for two decades. You won't see the rewards of a season with this success until next year. They also don't count students with attendance numbers since they get in for free.
Brian Bearer 🐻@GoodriddancetyOct 24
Vamonos
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Are students really not counted? I thought the new count is based on butts in seats.
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why the FUCK are these talking heads spending all their time PRE-WRITING obituaries for UCLA regarding HYPOTHETICAL playoff competition TWO MONTHS away????? I've never see any other team in CFB is get so little credit for what they've ACTUALLY accomplished, and get so trashed based on nothing but HYPOTHETICALS
CBS Sports College Football 🏈
@CBSSportsCFBOct 25
"[UCLA] reminds me of a rapper who raps with no substance in his lyrics." @BMac_SportsTalk has questions about UCLA's ability to be considered a competitive College Football Playoff team. #Scoreboard
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The media hates to see UCLA possibly being back to the most dominant athletic department in the country.
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This goes HARD AF
UCLA Football
@UCLAFootballOct 24
Ready to hunt.
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Rightsized CapStack Capital retweeted
Bruin Report Online
@BruinReportOct 24
This is what recruiting looks like when you’re 6-0 and ranked 9th in the country.
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Rightsized CapStack Capital retweeted
Barstool UCLA
@StoolWestwoodOct 24
UCLA has landed a commitment from 2028 4⭐️ QB Josiah Boyd Boyd is the No. 2 QB in the nation according to @Rivals #ChesneyTrain
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Rightsized CapStack Capital retweeted
Peter Kazanjy
@KazanjyOct 23
SpaceX only raised $1b through its first 10 years of existence, and got multiple launch systems up and running, including reusable, self-landing Falcon 9. LA has spent $3b on an incomplete people mover at LAX. These people should all be in prison.
skepticalifornia
@skepticaliblogOct 23
> Airport shuttle > 2.2-mile route > Original price tag: $1.9 billion > Original target opening: 2023 > $1.4 billion cost overrun > 4 years late (so far) > “Maybe next year?” 🤷‍♂️ > uh-oh, electrical arc blasts (will set shuttle on fire)
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Only the lowest of IQ creatures would deposit money into a bank created by a government, especially a municipal government like LA City.
Matthew Seedorff
@MattSeedorffOct 22
WATCH: LA City Council votes 11-3 to move forward with a $460K study on creating a city-owned public bank. The vote comes amid a nearly $100M budget gap. If approved, LA could become the first U.S. city to establish its own public bank.
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Rightsized CapStack Capital retweeted
Eric Matheny
@ericmmathenyOct 22
If your child has been suspended 37 times from kindergarten to 1st grade, it’s not the school’s fault. You’re a terrible mother.
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Santa Monica trying to build something like Central Park.
Urbanize LA@UrbanizeLAOct 22
Santa Monica releases draft plan for airport park conversion la.urbanize.city/post/santa-…
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