@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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288Media
Officially sold all my $VRT. 730%+ gain realized in my ROTH IRA. Time to find the next man up! Ideas?
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Oil Co Intern
@OilCoIntern5h
Me and the boys using AI in the Oil and Gas industry
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NFL Hate Memes
@NFLHateMemesOct 26
Imagine costing your team the game and you see the other team doing ts 😭
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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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the doogfather
@thedoogfatherOct 25
checking in on the west coast big ten additions
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This goes HARD AF
UCLA Football
@UCLAFootballOct 24
Ready to hunt.
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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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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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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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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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Homes like this scream “all I do is missionary”
Mason Home Builder
@bankertobuilderOct 23
There is still affordable housing These are only $600k A throuple earning $60k each can easily afford the mortgage assuming they bike instead having a car and they don’t save for retirement Now available just 90 minutes outside Dallas
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Brb, don’t mind me. I’m gonna go run through a wall for Coach. Just cause.
UCLA Football
@UCLAFootballOct 22
Be the hunter. The Bruin Tape: Game 06
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christian
@christpremeOct 22
If this isn’t a touchdown celebration this weekend I’ll be very disappointed
Sleeper
@SleeperHQOct 21
Jalen Ramsey after Shough sails a pass 10 yards over Olave
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UCLA Athletics
@UCLAAthleticsOct 21
Replying to @CapstackCapital
@CapstackCapital
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UCLA Athletics
@UCLAAthleticsOct 21
Replying to @CapstackCapital
@CapstackCapital
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UCLA Athletics
@UCLAAthleticsOct 21
Wallpaper Wednesday! Homecoming edition 📲 Comment your last name and number for a custom throwback wallpaper! #GoBruins
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Meant to post other day, been really busy. As always, awesome report / research from @Atrium_Research. Thorough, detailed, well laid out. Also, wanted to highlight that $NNBR is mentioned a few times as a beneficiary.
Atrium Research
@Atrium_ResearchOct 14
Our team has published a thematic research report on infrastructure. North American infrastructure is aging and underfunded while the underlying demand accelerates. AI, data centres, and electrification are driving the fastest growth in power needs in decades, straining a grid and asset base that is already past its prime. 🔍 Read the full report below! 📰 Disclosure: Disseminated on Behalf of the Covered Companies Mentioned
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AirBuddDwyer
@AirBuddDwyerOct 21
Spongedrake - Janice STFU (Drake cover)
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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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