CGS Capital

San Francisco based public markets investor. Law student.

[CGS Capital @CGSCapital]

End of year thoughts on my portfolio holdings. Also included some thoughts on $AXON and $PNP.TO, happy to chat if anyone has any thoughtful criticisms or general ideas. Best of luck in 2026 to all.

https://t.co/WtUsCgKAbd

[CGS Capital @CGSCapital]

@ceqtarian @legalesnupi Yea PD def gets a squad of people … 2/3 thru law school but also a solid portion of the ppl who said they aspired to be PDs have spent their 2L summers at private firms. PD def more popular than other choices tho and does have true believers.

[CGS Capital @CGSCapital]

@pmarca Doubling down is such a hilarious way to respond to that story

[CGS Capital @CGSCapital]

@GiantHotTakes In bochy’s defense he was really great for the rangers

[CGS Capital @CGSCapital]

@DarkfireCapital Would anyone read them if they did? Voter Participation down ballot is a joke even during presidential years

[CGS Capital @CGSCapital]

@ajjuliani Don’t give them the prompt before and make them write it with a pencil and paper lol

[CGS Capital @CGSCapital]

@BOSSportsGordo Still cheated with the Astros

[CGS Capital @CGSCapital]

$mcem long pitch created with substantial help from AI. I think it’s a compelling long from here:

https://t.co/1nBI0H55VB

[CGS Capital @CGSCapital]

@johnjdagostino @johnarnold @StanIsTrading For real 😂

[CGS Capital @CGSCapital]

@RMFifthCircuit What do you think the outcome will be?

[CGS Capital @CGSCapital]

@ASFleischman Great thanks for explaining!

[CGS Capital @CGSCapital]

@ASFleischman Is your point here that you’re using it to show bias instead of propensity?

[CGS Capital @CGSCapital]

$TBRG acquisition should help this one

[CGS Capital @CGSCapital]

$pnp.to writeup w/substantial help from AI. Despite structural changes to software biz model, over long period, I think Pinetree does well from here.

https://t.co/x7BLTi3GQJ

[CGS Capital @CGSCapital]

Wrote up $TPB w/substantial help from AI. I think it’s an attractive long from here. Thoughts below.

https://t.co/cO2RP2IWpZ

[CGS Capital @CGSCapital]

@FundasyInvestor I’m saying that the US, and the US stock market, has done pretty well since 1898 despite a “loop hole” to US citizenship and I’d argue that consistent, sustainable population growth (from immigration and birthright citizenship) has been a meaningful ingredient to americas success

[CGS Capital @CGSCapital]

@TiehackCapital Thanks for responding. Nice to hear your perspective on it.

[CGS Capital @CGSCapital]

$mcem long pitch created with substantial help from AI. I think it’s a compelling long from here:

https://t.co/1nBI0H55VB