Picture

FCF or Bust @CapStructKing

Style Agnostic | Capital Structure Agnostic | Never Long Frauds | 90% Indexed with 10% Fun Money | Mostly retweets, not investment advice Washington, DC Joined March 2021
  • Tweets
    6K
  • Followers
    585
  • Following
    4K
  • Likes
    10K
FCF or Bust retweeted
Finumus1 Profile Picture

Finumus @Finumus1

24 hours ago

Arguably, with annuity rates where they are there's a good argument that buying an annuity with some of your pot enables you to take _more_ risk with the rest of your portfolio, and end up richer in good return scenarios, and OK in bad ones (because of the annuity).

FCF or Bust retweeted
CompTortoise Profile Picture

The Compounding Tortoise @CompTortoise

6 days ago

Capital has a cost, ignoring it can lead to value erosion Worth reading

FCF or Bust retweeted
ResearchGrizzly Profile Picture

Grizzly Research @ResearchGrizzly

2 weeks ago

We are Short Archer Aviation Inc. $ACHR . Our new report is titled “Archer Aviation, The Nikola of the Skies”. You can read the research report here: grizzlyreports.com/achr20250827/

FCF or Bust retweeted
ClarkSquareCap Profile Picture

Clark Square Capital @ClarkSquareCap

2 weeks ago

It's time for an idea thread! Here goes: what's your favorite special situation at the moment? Add a sentence explaining why you like it + valuation. As usual, I will compile the responses and share them with everyone. Please retweet for visibility. Thx in advance!🙏

FCF or Bust retweeted
gauravphoenix Profile Picture

Gaurav Kumar @gauravphoenix

2 weeks ago

@ClarkSquareCap Lindbergh S.p.A. (LDB.MI): they shutdown their un/less profitable French unit and focussing on building their highly profitable HVAC business. high insider ownership. M1 Kliniken AG (M12.DE): similar story- focussing on their profitable beauty clinic business.…

FCF or Bust retweeted
CulperResearch Profile Picture

Culper @CulperResearch

2 weeks ago

NEW: We are short Tecnoglass $TGLS - recently leaked intelligence memos name $TGLS CEO and COO Jose and Christian Daes as participants in Sinaloa cartel schemes in Colombia; $TGLS board also ensnared; massive fallout risk ignored. Full report now at culperresearch.com

FCF or Bust retweeted
SFarringtonBKC Profile Picture

Unemployed Small Cap Value Degen @SFarringtonBKC

3 weeks ago

Model Portfolio Update and Q3 2025 Review: 42% Weighted Return I am giving away a free one year subscription at random to someone who retweets this.

FCF or Bust retweeted
copperwatercap Profile Picture

penny @copperwatercap

4 weeks ago

been building a merger arbitrage trading tool hosted at mergerarb.io that allows users to track ongoing deals, compare to similar historic deals, and use AI to parse through filings, news & court docs. Just implemented an mcp server too so you can now chat w the app

FCF or Bust retweeted
DeepSailCapital Profile Picture

Deep Sail Capital @DeepSailCapital

a month ago

Semi Regular Thread: What is your best short idea right now? Please provide ticker and reason why. #shortidea

FCF or Bust retweeted
blue_chip1 Profile Picture

Bluechip @blue_chip1

a month ago

Another ShitCo coming undone: $AEVA $80M in Cash (Banks always cancel Lines of Credit when they see distress)... Burning $30M per Quarter. Going to Zero at some point.

blue_chip1 Profile Picture

Bluechip @blue_chip1

2 months ago

Another ShitCo coming undone: $AEVA $80M in Cash (Banks always cancel Lines of Credit when they see distress)... Burning $30M per Quarter. Going to Zero at some point. https://t.co/0qBpRPaxTE

FCF or Bust retweeted
MaiusPartners Profile Picture

Kiwifruit @MaiusPartners

a month ago

1/ 🚨 Buffett called Precision Castparts "the best in its business" but admitted overpaying at 12x EBITDA. What if you could snag a similar high-quality peer at <5x on trough earnings? Enter Impro Precision $1286.HK AI data centers + aerospace supercycle rocket fuel! A 🧵 👇

FCF or Bust retweeted
MikeFritzell Profile Picture

Michael Fritzell (Asian Century Stocks) @MikeFritzell

a month ago

A Japanese version of Precision Castparts at 12x 2027e P/E. H/t: @gezzogero for the idea.

FCF or Bust retweeted
AltayCapital Profile Picture

AltayCap @AltayCapital

a month ago

Looked at this name for the first time and it's very cheap. Market must be bearish on the big Chūō Shinkansen project, which is why such a predictable profit machine is trading at 8.2 forward p/e (earnings came in strong last night too). Only downside is weak shareholder returns

orrdavid Profile Picture

David Orr @orrdavid

12 months ago

Looked at this name for the first time and it's very cheap. Market must be bearish on the big Chūō Shinkansen project, which is why such a predictable profit machine is trading at 8.2 forward p/e (earnings came in strong last night too). Only downside is weak shareholder returns

FCF or Bust retweeted
aletechview Profile Picture

Alejandro Chavez @aletechview

a month ago

$PYPL continues doing their buybacks.

FCF or Bust retweeted
dede_eyesan Profile Picture

Dede Eyesan @dede_eyesan

2 years ago

Japanese consumer staples shortlist: ($TSE: 2222) Kotobuki Spirits in premium confectionary products is a "magic 20%" - >20% ROIC, EBIT margins, with >20% market expected earnings growth priced at below <20x EV/EBIT or P/E (and a debt free balance sheet). 1/n

FCF or Bust retweeted
AltaFoxCapital Profile Picture

Connor Haley @AltaFoxCapital

a month ago

We just published a new high conviction idea $NATL. This neglected spinoff is trading at ~6x earnings and we believe can grow EPS ~30%/year over the next three years. We believe fair value is ~250% higher over the next ~3 years. View the idea here: altafoxcapital.com/research

FCF or Bust retweeted
taobanker Profile Picture

taobanker @taobanker

a month ago

Some ideas:

FCF or Bust retweeted
ICBarrett Profile Picture

Yeoman of Ivy Grottage @ICBarrett

a month ago

$OIH $RIG $NE $VAL $SDRL I've not always seen eye-to-eye with the Mayor - but this is a very good post; highly recommended. I never bought JUs until $BORR post the recent partial recap (figured finally at the sentiment / business nadir). But I do remember Mayor calling the top /…

offshoremayor Profile Picture

Mayor of Offshore Drilling @offshoremayor

a month ago

$OIH $RIG $NE $VAL $SDRL I've not always seen eye-to-eye with the Mayor - but this is a very good post; highly recommended. I never bought JUs until $BORR post the recent partial recap (figured finally at the sentiment / business nadir). But I do remember Mayor calling the top /…

FCF or Bust retweeted
HiddenGemsInves Profile Picture

Chris Waller @HiddenGemsInves

a month ago

$TVK.TO and $JDG.L are both serial acquirers that have achieved a 22% post-tax return on incremental capital over the last decade by my estimates. But they achieve this return very differently. Judges Scientific buys niche scientific instrument businesses for 6x EBIT, which…

FCF or Bust retweeted
SimeonResearch_ Profile Picture

Simeon Research @SimeonResearch_

a month ago

Mega List 💥💥 Upcoming compounders under 10billion market cap from all over the world 🌎 Canada 🇨🇦 $TVK.TO - Propane Tanks $VHI.TO - VMS for Healthcare $FTG.TO - Aerospace & defense electronics niche specialist Israel 🇮🇱 $NXSN.TA - Drone Cameras under 2KG $QLTU.TA -…

Trends for United States

NFL Sunday
24,8 B posts
McLaren
85,9 B posts
#HardRockBet
3.416 posts
Lando
67 B posts
#AskFFT
1.074 posts
#itsgoodtoberight
Football Sunday
9.882 posts
Steelers
22,3 B posts
#HereWeGo
4.067 posts
#sundayvibes
6.573 posts
Go Bills
16,3 B posts
GiveRep V1
Who Dey
9.050 posts
Chris Christie
2.551 posts
Oscar
88,6 B posts
Rand Paul
40,8 B posts
Good Sunday
66,8 B posts
Falcons
11,5 B posts
Norris
56,1 B posts
Piastri
45,4 B posts

You might like

She LLa
@SheilaCuyco
126 Followers
cloudameoba
@cloudameoba
35 Followers
Murphy Group
@MurphyLavin
102 Followers