@thrivecap profile picture
OC Family Office @thrivecap
Joined April 2009
  • Tweets 6,458
  • Following 1,704
  • Followers 1,941
309 Photos and videos
$CAR taps ATM
521
$PRGO is exactly the kind of situation where an activist should show up. Years of underperformance, serial restructurings, and multiple failed turnaround narratives have destroyed credibility. The Board should stop pretending this is a temporary execution issue.
1
6
801
more replies
I also think bears may be overestimating dividend-cut risk. Mgmt has kept the dividend for more than two decades, and the pending dermacosmetics sale proceeds are explicitly intended for debt reduction. Add IF strategic review & the setup looks dangerous for shorts. $PRGO
1
644
At this point, if you’re short, you’re betting against a potential corporate action, against asset-sale optionality, and against balance-sheet improvement — all while paying meaningful carry. Bears have had their win. Take the money and run. $PRGO
1
499
Best path forward: break it up, sell the assets, reduce debt, and return capital to shareholders. Enough with annual “transformation” plans. Shareholders deserve a real strategic review, not another restructuring press release. $PRGO
1
288
$cpng
1
5
1,171
What is the best $CSU writeup / Substack or investor letter that describes the history, culture, M&A strategy / criteria, track record and thesis? Want to share it with folks unfamiliar with it and want to do it justice to get them up to speed
1
487
Excellent writeup on MCW (one of my largest positions in my PA). 👇🏻
NoSignal@__NoSignal__
29 Dec 2025
$MCW is trading at a ~3.2x turn discount to auto services peers ($DRVN, $VVV, $MNRO) despite superior topline growth, margins, and a better balance sheet. Industry is rationalizing after years of overbuilding and the financing environment is trending favorably. Long idea below
1
2
441
Drake London vs Courtland Sutton? #nfl #ffa #sitstart
315
In the finals — need help 🙏 TE: Brock Bowers or Harold Fannin? #FantasyFootball #FFTwitter #StartSit #NFLWeek17 #fantasyfootballadvice
86% Brock Bowers
14% Harold Fannin
7 votes • Final results
1
273
In the finals — need help 🙏 WR: Drake London or Courtlan Sutton? #FantasyFootball #FFTwitter #StartSit #NFLWeek17 #fantasyfootballadvice
78% Drake London
22% Courtland Sutton
18 votes • Final results
1
1
333
Can Joe Burrow be trusted to start in my fantasy semifinal (I stupidly sat Stafford yesterday due to fear of bad weather in TNF)? #FantasyFootball
1
417
Added 50% to existing $CPNG position. Now a 7% position. Most buys made under $17. I expect $40 to $50 by 2030
1
3
1,458
*this is in PA; not FO capital
252
OC Family Office retweeted
Ankur Nagpal
@ankurnagpal
8 Oct 2025
This is the most valuable resource I have ever created I wrote a brand new, extremely detailed Notion guide on every single strategy to save money on taxes The best of my content in a single place Want a free copy? - Like / RT this post - Reply with "GUIDE" and I'll DM you
0:24
863
217
1,429
178,596
Looks bullish $MRVI bloomberg.com/news/articles/…

US Will No Longer Approve Covid Boosters for Healthy Kids, Adults Without New Trials

US regulators will no longer approve Covid booster shots for healthy adults and children without new studies, adding a costly requirement for drugmakers, though they will still be available for...

bloomberg.com
1
2
810
$CPRI $TPR In addition to Ferguson and Holyoak dissuading committee to NOT sue, here are some competitive factors outside of just mkt share that argue why merger won’t hurt consumers and embarrass the FTC if this goes to court. 👇🏻 based on UBS Evidence Lab surveys
OC Family Office@thrivecap
17 Apr 2024
$CPRI $TPR Old note on new appointees to FTC
2
2
13
3,682
$CPRI $TPR Old note on new appointees to FTC
1
1
10
6,185
More importantly, the new FTC appointments complete the 5-member commission after a year with just 3 Dems. And while Khan still has ability to push decisions on a 3-2 vote, these additions should boost oversight and transparency, potentially swaying decision to sue / not sue
5
495
Load more