GutFeel Capital

Investing straight from the gut

[GutFeel Capital @GutFeelCapital]

@DeepSailCapital But also why higher margin businesses should also have lower multiples as they mature.
20% margin biz with 80% incrementals and growth runway vs. 60% margin biz with 80% incrementals. Revenue growth turns into profit at 4x vs. 1.5x rate

[GutFeel Capital @GutFeelCapital]

@BodenPJ Går bra för Dansken!

[GutFeel Capital @GutFeelCapital]

@ShanuMathew93 Moses is the goat

[GutFeel Capital @GutFeelCapital]

@TechFundies Incredibly overpriced relative to alternatives

[GutFeel Capital @GutFeelCapital]

@code Not working despite having updated

[GutFeel Capital @GutFeelCapital]

@mason_8718 What’s the source?

[GutFeel Capital @GutFeelCapital]

@FundamentEdge @AryamanIyer3 @ecommerceshares You are using Claude Chat or Claude Cowork and comparing that to Codex? Hmmm

[GutFeel Capital @GutFeelCapital]

@FundamentEdge @ecommerceshares Not true

[GutFeel Capital @GutFeelCapital]

@TheLAPurchaser Can’t DM you

[GutFeel Capital @GutFeelCapital]

@ecommerceshares Skill issue

[GutFeel Capital @GutFeelCapital]

@FundamentEdge Only talking about deep research here. Have been testing with same prompts every month. Got clearly/consistently better results in January now. The biz dev team I talk to there acknowledges but don’t know why happening

[GutFeel Capital @GutFeelCapital]

@FundamentEdge Using many different models introduces a lot of volatility in quality of the outputs.
Degradation in terms of visuals/tables/presentations. Feels like token budgets gotten smaller rather than opposite for other models

[GutFeel Capital @GutFeelCapital]

@mason_8718 Korea and UAE officially LSAM deal coordination?

[GutFeel Capital @GutFeelCapital]

@TheLAPurchaser You dont have Bloomberg? You can connect api to claude

[GutFeel Capital @GutFeelCapital]

@mason_8718 What do you think about the LIG Nex1 and Palantir MOU?

[GutFeel Capital @GutFeelCapital]

@altryne Yes

[GutFeel Capital @GutFeelCapital]

@VLS_Appreciator LIG Nex1 and Hanwha Aerospace

[GutFeel Capital @GutFeelCapital]

@Mike10947310 @zephyr_z9 LIG Nex1

[GutFeel Capital @GutFeelCapital]

@mason_8718 Guidance in terms of when Saudi/Iraq would start to contribute to revenues for LIG/Hanwha - that’s more for ‘27/‘28