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@BearstoneWriter Avatar @BearstoneWriter Bearstone

Bearstone posts on X about $four, if you, history, business the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence cryptocurrencies finance stocks technology brands travel destinations countries currencies exchanges

Social topic influence $four #7, if you, history, business, $moh, london, hidden, stack, cvs, bitcoin

Top accounts mentioned or mentioned by @geigercapital @peterschiff @stockmarketnerd @lynaldencontact @secscottbessent @grok @adambliv @goldie93023 @ericbalchunas @ritholtz @sullycnbc @cnnrjcbsn @7skiestech @whattheytookk @cramertracker @smotwicket @cernovich @potus @realdonaldtrump @maneco1964

Top assets mentioned 4 (FOUR) Molina Healthcare, Inc. (MOH) CVS Health Corp (CVS) Bitcoin (BTC) Coinbase Global, Inc. (COIN)

Top Social Posts

Top posts by engagements in the last XX hours

"Were going deep on Shift4 $FOUR but were not starting with the valuation. Before we model the returns we have to understand the machine. As intelligent analysts we need to know the history: how management executed in the past how they anticipated industry shifts before competitors did and why the business looks the way it does today. You cant judge the next strategic decision if you only know the numbers. You need to know the evolution. Ill be dropping the rest of this series steadily on Tuesdays and Thursdays. We will get to the financials and the investment thesis but were going to do it"
X Link 2025-12-05T20:10Z XXX followers, 26.6K engagements

"New piece: Cracking Open Molina Healthcare $MOH is trading at $XXX. My analysis suggests normalized earnings support $350-400+. That's buying a dollar for XX centsif you can wait. Here's what actually went wrong in 2025 and why the recovery is mechanical not mysterious 🧵"
X Link 2025-12-02T17:43Z XXX followers, 1401 engagements

"Imagine youre at the front desk of a 400-room resort at X p.m. on a Friday. The line is ten guests deep a family of four just flew in from London the kids are crying and the dad is tapping his Amex on the marble counter. Hidden in that chaos is a $500000 reason Shift4 $FOUR almost never loses a hotel customer. Behind the counter the clerkcall her Sarahis playing whack-a-mole with software. Shes typing the card number into the front desk system (Oracle Opera circa 1998). Then shes swiveling to a second screen so the parking system can tie your room key to the garage gate. Then shes alt-tabbing"
X Link 2025-12-04T17:23Z XXX followers, 2943 engagements

"Shift4 $FOUR knew a payments war was coming. Most processors fought on price. Isaacman went the other way: he turned the merchant into a fortress. He didnt just dig a moat he filled it with alligators and put archers on the walls. In practice those alligators and archers were POS and gateway systems that fused the workflow the data and the rails into one stack. Thats how Shift4 made processing a sticky high-ROIC business instead of a commodity. Part X of the Shift4 series: The Gateway to Empire How Harbortouch Became a Payments Powerhouse is now live"
X Link 2025-12-09T15:33Z XXX followers, 5095 engagements

"Part X is now live. The Shift Story Part 2: The Gateway to Empire How Harbortouch Became a Payments Powerhouse We go from free terminals to a vertically integrated payments stack. How Isaacman turned control of the workflow into control of the merchant"
X Link 2025-12-09T15:49Z XXX followers, XXX engagements

"@goldie93023 I think Aetna will rebound from its underwriting issues but I havent dug deep enough into CVSs other divisions pharmacy PBM Oak Street to know if those businesses help or hinder overall growth. CVS is complex"
X Link 2025-12-10T17:57Z XXX followers, XX engagements

"Shift4 is basically Coca-Cola for payments. Coca-Cola spent decades scooping up brands and their distribution and running them through one global system. $FOUR is rolling up POS loyalty and gateways then pushing all that merchant volume through its own rails. Part X of The Shift4 Story breaks down that roll-up engine. 👇"
X Link 2025-12-11T14:56Z XXX followers, XXX engagements

"Bitcoin as a bank is genius. Banks charge 6-10% on remittances because they have to pre-fund rupee accounts sitting idle in India earning 0-1% when that same capital could yield 4-5% in US bonds. Multiply that across hundreds of currency pairs and billions of dollarssomeone has to pay for it. UMA/Lightning eliminates this. Bitcoin settles in seconds so no pre-funding required. No nostro accounts. No opportunity cost. Fee drops from 6-10% to 1.5%. You never touch crypto. The recipient never touches crypto. Bitcoin is just the settlement layer doing what correspondent banks used to doexcept"
X Link 2025-12-11T18:48Z XXX followers, XXX engagements

"@sytaylor If LLMs become the dominant way people shop payment processors have to integrate to stay competitive. But does that integration layer itself lose money Could agentic commerce be a margin compressor not a new revenue stream"
X Link 2025-12-11T19:16Z XXX followers, XXX engagements

"In my Shift4 $FOUR Substack series one big theme is that pure payment processing isnt enough. Shift4 saw they had to own the software layersPOS gateway and vertical softwareto build a moat around the underlying payments. Now AI is adding a new layer. ChatGPT partnering with Stripe is an early example: an AI agent can find a lighted 5point star for my Christmas tree on Etsy and buy it for you without you ever visiting Etsy. Thats what people mean by agentic commerce. I can easily imagine a world where Shift4 Adyen Stripe etc. all need to be integrated into this agentic layer so their merchants"
X Link 2025-12-11T19:48Z XXX followers, XXX engagements

"thinking about stablecoins. If they become efficient enough that settlement just lives in the layer does the issuer eventually have incentive to break from the USD peg (USD broke from gold when it became inconvenient. same logic) not saying it happens. just wondering if the game theory works out that way. @circle @paxosglobal @coinbase"
X Link 2025-12-13T02:54Z XXX followers, XX engagements