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Rightsized CapStack Capital

@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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Officially sold all my $VRT. 730%+ gain realized in my ROTH IRA. Time to find the next man up! Ideas?
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☔ (@Whotfismick) profile picture
☔
@WhotfismickOct 29
i’m so glad i got the chance to experience this shi
𝔽𝕝𝕒𝕞𝕫𝕪 ♔ 🥷🏽 (@hw_flamzy) profile picture𝔽𝕝𝕒𝕞𝕫𝕪 ♔ 🥷🏽
@hw_flamzyOct 29
Before social media took over
Image from 𝔽𝕝𝕒𝕞𝕫𝕪 ♔ 🥷🏽 (@hw_flamzy)
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On3 (@On3) profile pictureOn3
@On3Oct 29
NEW: Ohio State AD Ross Bjork says the Big Ten is exploring a football scheduling model for 2028 based on the previous year’s standings: "So next year’s schedule, we would not know who we’re playing other than protecting the rivalry games. Obviously we have the biggest one, right? Other than that the rest of the schedule could be based on how did the teams finish in the previous year. That’s how the NFL does it." (via @971thefan) on3.com/news/ohio-state-athl…
Image from On3 (@On3)
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The first logical thing out of the Democratic Party in a long time.
Kalshi (@Kalshi) profile pictureKalshi
@KalshiOct 29
JUST IN: Democrats propose letting AI companies go bankrupt rather than bailing them out if AI bubble bursts
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Just heard some things. AI bubble might very well be popping soon, if it hasn't started already. Anthropic IPO could be the peak, or slightly past peak (not quite dead cat bounce). 👀
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$NNBR starting the Q3'26 earnings call with another fire intro video.
Image from Rightsized CapStack Capital (@CapstackCapital)
Image from Rightsized CapStack Capital (@CapstackCapital)
Image from Rightsized CapStack Capital (@CapstackCapital)
Rightsized CapStack Capital (@CapstackCapital) profile pictureRightsized CapStack Capital
@CapstackCapitalOct 29
$NNBR Q3'26 Earnings call time.
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$NNBR Q3'26 Earnings call time.
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$NNBR GF and I just got back from a lil getaway for a few days, but my initial NNBR Q3’26 earnings thoughts are below.
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$NNBR countdown begins
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Oil Co Intern (@OilCoIntern) profile picture
Oil Co Intern
@OilCoInternOct 27
Me and the boys using AI in the Oil and Gas industry
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NFL Hate Memes (@NFLHateMemes) profile picture
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_lovett) profile picture
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
Image from Chantel Lovett (@chantel_lovett)
Image from Chantel Lovett (@chantel_lovett)
Image from Chantel Lovett (@chantel_lovett)
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the doogfather (@thedoogfather) profile picture
the doogfather
@thedoogfatherOct 25
checking in on the west coast big ten additions
Image from the doogfather (@thedoogfather)
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This goes HARD AF
UCLA Football (@UCLAFootball) profile pictureUCLA Football
@UCLAFootballOct 24
Ready to hunt.
Image from UCLA Football (@UCLAFootball)
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Bruin Report Online (@BruinReport) profile picture
Bruin Report Online
@BruinReportOct 24
This is what recruiting looks like when you’re 6-0 and ranked 9th in the country.
Image from Bruin Report Online (@BruinReport)
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Barstool UCLA (@StoolWestwood) profile picture
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
Image from Barstool UCLA (@StoolWestwood)
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Peter Kazanjy (@Kazanjy) profile picture
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 (@skepticaliblog) profile pictureskepticalifornia
@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 (@MattSeedorff) profile pictureMatthew 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 (@ericmmatheny) profile picture
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.
Image from Eric Matheny (@ericmmatheny)
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Santa Monica trying to build something like Central Park.
Urbanize LA (@UrbanizeLA) profile pictureUrbanize LA@UrbanizeLAOct 22
Santa Monica releases draft plan for airport park conversion la.urbanize.city/post/santa-…
Image from Urbanize LA (@UrbanizeLA)
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