Suitcase Capital

[Suitcase Capital @HowerdRoark]

@ShortSeller Fwiw, would read more often if was on twitter feed, easier than Substack/email

[Suitcase Capital @HowerdRoark]

@yacineMTB https://t.co/LXqrLZPShZ

[Suitcase Capital @HowerdRoark]

@ewwdatsmellll @FreightAlley understood, but whatever your self insurance accrual was in 2025, it just probably went up multiples of what it was

[Suitcase Capital @HowerdRoark]

@SpoozDon 👀

[Suitcase Capital @HowerdRoark]

@DeepDishEnjoyer red would fix inflation

[Suitcase Capital @HowerdRoark]

@Salomon14395905 @AutismCapital paid tier of xhamster

[Suitcase Capital @HowerdRoark]

@AutismCapital never let a good crisis go to waste. xx Lorna

[Suitcase Capital @HowerdRoark]

@blondesnmoney Circus

[Suitcase Capital @HowerdRoark]

@suitedupwook now do E&Cs

[Suitcase Capital @HowerdRoark]

@FreightAlley claims ratio of 12%? lol

[Suitcase Capital @HowerdRoark]

@rev_cap low vol down the entire way was a nice touch

[Suitcase Capital @HowerdRoark]

@Geiger_Capital "british"

[Suitcase Capital @HowerdRoark]

@MakerWaddles i find it amusing you are labeled "parody acount"

[Suitcase Capital @HowerdRoark]

@blondesnmoney Agree but stock barely trades

[Suitcase Capital @HowerdRoark]

@blondesnmoney 12% short, would imagine people looking at what just happed at CAR

[Suitcase Capital @HowerdRoark]

@blondesnmoney split, cheaper now!

[Suitcase Capital @HowerdRoark]

@toiletkingcap look at multi industry or machinery orders. Oil could change the 2H but this was about to be the best vanilla cyclical year since 21/22.

[Suitcase Capital @HowerdRoark]

@blondesnmoney kind of feels like that is the outcome if tape goes risk on, more pain for staples, waste etc