Beast Mode Capital

Peter Lynch admirer, Boot Barn shareholder. Work hard play hard, Firehouse is the sub champ

[Beast Mode Capital @PeterZynch]

@TeaBagCapital Non-Resi/Resi construction turning against them. Not their fault, happening to most distributors. Good setup going forward as new construction is bottoming

[Beast Mode Capital @PeterZynch]

@edzitron Bingo.

[Beast Mode Capital @PeterZynch]

Need Aaron Rai to blow this thing so people don’t start wearing 2 gloves #shrink

[Beast Mode Capital @PeterZynch]

@madcap_cap @_lf29 Bad deal in my opinion. I’ll take it I guess

[Beast Mode Capital @PeterZynch]

@chat_SBC Agree, lots of people overthinking this

[Beast Mode Capital @PeterZynch]

@willis_cap @ConorCooney3 Didn’t even realize this was 4 years ago lol

[Beast Mode Capital @PeterZynch]

@willis_cap @ConorCooney3 They don’t disclose aggs, but you can back into it. High teens margins in their Roads segment implies 35%-40% margin in Aggs/Cement. Specifically talking about the America Materials segment here ^

[Beast Mode Capital @PeterZynch]

@DurableCreators Curious about $VLTO, what makes them such a good business?

[Beast Mode Capital @PeterZynch]

@ContrarianCurse They need to grow up a little bit, but yea good take.

[Beast Mode Capital @PeterZynch]

@R_and_Invest @malpatta1 He’s literally right

[Beast Mode Capital @PeterZynch]

@_lf29 @madcap_cap Don’t know if I’d short $AXON, but Long $BLN.TO!

[Beast Mode Capital @PeterZynch]

@BenBajarin Expect this dynamic to become a larger part of the narrative this year. Should favor $AMZN

[Beast Mode Capital @PeterZynch]

@MattJMcClintock Wrong, just like everyone else

[Beast Mode Capital @PeterZynch]

I’ll say it again

[Beast Mode Capital @PeterZynch]

@JaxRyderReturns Jax, Scott Drew is the problem

[Beast Mode Capital @PeterZynch]

@DannyOcean555 $FSV is a layup (Restoration + Roofing)

[Beast Mode Capital @PeterZynch]

@jrock66 @GORILLAMAMBA @PeterBurnsESPN So players like Jeremiah Smith shoulda gone to mid majors?

[Beast Mode Capital @PeterZynch]

@GORILLAMAMBA @PeterBurnsESPN If you stop high school recruiting where are new players going to come from?

[Beast Mode Capital @PeterZynch]

@RedditCFB This isn’t targeting brochaco

[Beast Mode Capital @PeterZynch]

@goddek Smooth brain

[Beast Mode Capital @PeterZynch]

@t_xu This is Uber btw. Ask anyone that’s driven for them recently