Rightsized CapStack Capital @CapstackCapital
Master of EBITDA Adjusting ~ Investor ~ Roll-Ups / Acquirers ~ NOT investment advice ~ #GoBruins 🐻💙💛 310 ➡️ 513 ➡️ 215 Joined July 2019-
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$MPTI provides components for the Javelin. Makes me think this is what mgmt was guiding too earlier this year in one of the earnings calls. I would expect orders to start coming in later in Q4 or in H1’25. More backlog growth coming.
$MPTI provides components for the Javelin. Makes me think this is what mgmt was guiding too earlier this year in one of the earnings calls. I would expect orders to start coming in later in Q4 or in H1’25. More backlog growth coming.
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Mega news for Anduril!!
Mega news for Anduril!!
$LULU another bad quarter. Its “moat” was always just around the prestige of the brand and perceived higher quality product, justifying a PREMIUM price tag. After years of inflation, people found great, relatively high quality alternatives at a cheaper price. Have to imagine…
Rightsized CapStack Capital retweeted
Menace-I gets sling loaded by a CH-53K to transport secure command, control, compute, and communications (C4) capabilities to even the most remote locations.
I am sorry $CRAWA price dropped to $72 from $73 today. That was my fault.
$GOOGL, I was unaware of your game.
Rightsized CapStack Capital retweeted
Negotiation Masterclass: Hunter Renfrow Missed 10 Calls From The Panthers About Signing A Contract Because His Daughter Declined Them All To Watch 'Bluey' On His Phone barstoolsports.com/blog/3551821/n…
$GEV and Siemens are both clients of $BWEN
$GEV and Siemens are both clients of $BWEN
Rightsized CapStack Capital retweeted
Get to College Station and experience the best fans in the world! 🔥🔥🔥
Looking into $LASR. What nuances do I need to know? I know about the A&D angle and direct energy. I’m very familiar with A&D tailwinds and direct energy and all that. Anything special to know regarding anything about the company or the segments?
Rightsized CapStack Capital retweeted
COLLEGE FOOTBALL IS BACK
Now that CFB szn has arrived, I am sorry if my posts are non-investment related and or CFB-related retweets show up on your feed. CFB IS HERE AND THANK GOD IT IS. WE ARE BACK & GO BRUINS 💙💛🐻
Rightsized CapStack Capital retweeted
Arch Manning when he has a wide open receiver
THE Ohio State - where the median fan / student is so stupid they need to be taught how to use a towel.
THE Ohio State - where the median fan / student is so stupid they need to be taught how to use a towel.
Rightsized CapStack Capital retweeted
Instructions on how to wave a towel is very funny
Instructions on how to wave a towel is very funny
Rightsized CapStack Capital retweeted
Thank you for the memories, Coach! 🐻 #GoBruins | @CollegeGameDay
Rightsized CapStack Capital retweeted
A bird’s eye view, with 𝐄𝐫𝐢𝐜 𝐃𝐚𝐢𝐥𝐞𝐲 𝐉𝐫. #GoBruins | @_edailey3 🏀😤
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