Analog Capital

Handing out umbrellas...

[Analog Capital @analogcap]

@MichaelGielkens On FRE margins at 70%: "I think you can look across our largest peers and in no cases, will you see operating leverage between management fees and operating expense"

[Analog Capital @analogcap]

@FrancoOlivera @maffei_fake Man. No more swag bags, red seats, F1 cars in the basement, Times Sq bar crawls...Faux Malone lives on!

[Analog Capital @analogcap]

@bizalmanac @yesandnotyes What's happening in search fund land?

[Analog Capital @analogcap]

@Powerball_z @pmje73 Yep I'm sure the kind people of TN would love you to stay put and not sully their beautiful state.

[Analog Capital @analogcap]

@pmje73 Oh yeah, all my Nashville friends love the Californians

[Jesse Livermore @Jesse_Livermore]

Let's be honest, though, this isn't just about Iran. Or oil prices, or tariffs, or whatever else. People are sick of the whole clown show, dealing with a President that insists on making himself the center of attention in every aspect of American life.

[Analog Capital @analogcap]

@Seanfrank Unsubscribe.

[Analog Capital @analogcap]

$APG quietly executing, growing rev/EPS 20%+. 16% organic growth in Q3, 9% in fire & safety and 30% in specialty. Hinted DD org growth in 27. Closed 13 deals YTD. Private this week told me API is consistently most disciplined buyer in sector where scaled assets trade 15-20x.

[Analog Capital @analogcap]

@NicoperJES Do tell…

[Analog Capital @analogcap]

@DurableCreators The frenchy little brother in its commercial business sitting here at 25x 2027 👋

[Analog Capital @analogcap]

@davidsenra The pants say Miami.

[Analog Capital @analogcap]

@MebFaber Power move. Holding out in a hidden nook of condo wasteland!

[Analog Capital @analogcap]

@BeenThereCap TMo sucks outside cities (at least used to) so always leaned VZW network via xfinity - 30 bucks / mo.

[Analog Capital @analogcap]

@BarstoolVandy #0 Ant Brown

[Analog Capital @analogcap]

@TrungTPhan How is it possible that the American Frontier trilogy is so good, yet everything he's created for TV has been unwatchable soap garbage?

[Analog Capital @analogcap]

@stockthoughts81 IIRC $ORLY is only doing scaled deals for new geographies and otherwise repo - sounds like answer is combination of density already achieved in target markets + valuations for tuck ins.

[Analog Capital @analogcap]

@ChrisPavese

[Analog Capital @analogcap]

@leevalueroach Laughable take. A shitco that does $90B pretax, $1T market cap and strongest balance sheet in the history of capitalism. BRK has 25 employees at HQ - chair role is about culture and continuity. I don’t own the stock either, but come on bruh. Don’t tarnish the 🐐for likes.