@FundasyInvestor Avatar @FundasyInvestor Fundasy

Fundasy posts on X about $four, if you, in the, business the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 52.14% finance 36.75% cryptocurrencies 26.5% technology brands 15.38% currencies 4.27% celebrities 4.27% countries 2.56% social networks 2.56% automotive brands 1.71% musicians 0.85%

Social topic influence $four #35, if you 7.69%, in the 6.84%, business 6.84%, $lmnd 6.84%, level 5.13%, $csu 5.13%, ai 5.13%, $xyz #36, $pypl #2208

Top accounts mentioned or mentioned by @fintegrate @sixsigmacapital @deepsailcapital @abdrazakalmas @everchos3n @paperbozz @wolfofharcourt @sedsgoblue @felixschreibe13 @davidkasmanart @paperbaginvest @paulbieber @bogaamaonakuzu @jm_investment0 @25investor @hollertotide @uzocapital @rookisaacman @tlaubers @jminvestment0

Top assets mentioned 4 (FOUR) Lemonade, Inc. (LMND) Block, Inc. (XYZ) PayPal Holdings Inc (PYPL) Global Payments Inc (GPN) Fiserv Inc (FISV) Mastercard, Inc. (MA) SAP SE (SAP) Amazon.com, Inc. (AMZN) MercadoLibre Inc (MELI) Wise (WISE) Hims & Hers Health, Inc. (HIMS) Snap, Inc. (SNAP) Evotec SE (EVO) The Root Network (ROOT) Microsoft Corp. (MSFT) Now Coin (NOW) Toast, Inc. (TOST) DLocal Limited (DLO) Riot Platforms, Inc. (RIOT) Oscar Health, Inc. (OSCR) Sea Limited (SE) Grand Base (GB) CLEANSPARK INC (CLSK) MARA Holdings, Inc. (MARA) Kinsale Capital Group, Inc. (KNSL) Target Corporation (TGT) monday.com Ltd. (MNDY)

Top Social Posts

Top posts by engagements in the last [--] hours

"@AbdrazakAlmas Yup. sometimes you miss and its smart to get out. Luckily with some better new cores threshold for port is much higher than these now"
X Link 2026-02-06T23:43Z [----] followers, [--] engagements

"Purchasing Kinsale Capital $KNSL at a mid-teens PE below the average repurchase price (Only $20M though) at $438 this past quarter would be pretty dang cool. I'd over-expose myself there With GWP slowing likely it falls on "deceleration" worries even with NWP is great"
X Link 2025-10-24T19:17Z [----] followers, [----] engagements

"FWIW the sector appears bottomed: $GPN $FISV $PYPL $XYZ $FOUR In purple the stock price has bottomed usually at a 3.5x annualized GP ratio. Today that "bottom" sits around $90 per share. This makes sense why Isaacman purchased shares on the open market at $84 a share It was already [----] levels of cheap. Stock repurchases also https://t.co/HpBh6u6iHA $FOUR In purple the stock price has bottomed usually at a 3.5x annualized GP ratio. Today that "bottom" sits around $90 per share. This makes sense why Isaacman purchased shares on the open market at $84 a share It was already [----] levels of"
X Link 2025-12-16T01:04Z [----] followers, [----] engagements

"Sometimes the best way to "conceptualize" the noise in markets. is to simply look at Sector correlations $XYZ $GPN $PYPL $FOUR Many people act like the market is random. "Why is PayPal down" "Why is Global Payment down" "Why is Block down" "Why is Shift4 down" It's all just the sector deciding the path for the last year. After a year of growth/buybacks from all of them do you think the market will just sit on its hands after they've harvested their taxes this afternoon I'd pick some up before the tide turns and the correlation starts moving the opposite direction"
X Link 2025-12-31T20:48Z [----] followers, [----] engagements

"New Post: H1 [----] Gameplan I utilize this investing blog to keep myself accountable. My readers are counting on me for big updates on my portfolio and I simultaneously need to make sure that I can justify the moves upfront with my research in the present. In this blog post: - Free Subscribers: Will gain all the research for Free on how I diagnosed Shift4 as an opportunity among all my portfolios holdings and watchlist - Paid Subscribers: Will gain all my research on the IRRs I expect and the Portfolio Ownership structure I went with - New Product Available: With memberships increasing with"
X Link 2026-01-14T16:41Z [----] followers, 16.4K engagements

"$FOUR Accumulation level trading zone the past 2-3 months while the company has the one of the largest annual buyback programs being active since beginning Dec at 15-17% of the diluted MkCap Company also is going to be reporting massive reaccelerating growth this year of like 20% topline growth lows Its a different type of growth stock. It can put up 60% growth in NTM and also have enough capital to repurchase more stock in H2 [----] Outsider stock imo Being a $FOUR shareholder has been nothing but pain over the past few months. That said if we zoom out we can still see: Long term trend remains"
X Link 2026-01-31T19:05Z [----] followers, [----] engagements

"If you look at the change in Gross Loss ratios this year itll show how much Oscar gave up vs Molina and show you how a hit like this to Oscar in the future wouldnt even touch it Team also raised as much and as high as possible at IPO check out the Equity/Cash/Liabilities/Debt change over past few years Oscar is only getting better Albeit this pause is totally justified. Hence my pause on holding now and waiting shift4 at same GP multiple is repurchasing 50% of its GP in repurchases since thats owners earnings. So Oscar is not all that cheap on forward so Ill wait Time will come though"
X Link 2026-02-07T01:43Z [----] followers, [--] engagements

"$PYPL This business suite sucks. I made a business profile on $WISE and it was a $30 one-time flat fee for near universal Worldwide coverage by comparison If I were to do Venmo Id be need another payment vendor just for the US (Zelle/Apple/Google Pay widest probaly)"
X Link 2026-02-07T15:46Z [----] followers, [----] engagements

"I finally figured it out. I think $HIMS to equal to like a $TGT or $SNAP level business 2-3x GP is the right price probably"
X Link 2026-02-09T16:18Z [----] followers, [----] engagements

"$MNDY It's going to get uglier. eventually might even get to Net-Net status When will $CSU start to do public SaaS take-overs Probably when its less than 1x Book http://Monday.com http://Monday.com"
X Link 2026-02-09T16:38Z [----] followers, [----] engagements

"$FOUR No volume on the daily thus far with only 450k shares ($27M) being exchanged in morning action All the other payment stocks are up this afternoon and in up trends. could break $60 this afternoon on higher volume pickup Either that or it gets rejected at $60 and volume gets soaked up by big buyers consolidating exponentially further at key rejection resistance points https://twitter.com/i/web/status/2020924060667109533 https://twitter.com/i/web/status/2020924060667109533"
X Link 2026-02-09T18:13Z [----] followers, [----] engagements

"$CHGG Zero Chegg CEO: "As we have expressed changes in search interfaces continue to impact our traffic" $CHGG: -8% AH https://t.co/KsyvslTwVG Chegg CEO: "As we have expressed changes in search interfaces continue to impact our traffic" $CHGG: -8% AH https://t.co/KsyvslTwVG"
X Link 2026-02-10T17:39Z [----] followers, [----] engagements

"$FOUR if you look at acquired Pro-Forma guys the buyback is fully funded from cash flows. Its only like 3-5 months of capital deployment before the leverage ratios will drop to pre-buyback levels Thats the benefit of a cash flowing business though. Also no maintenance capex essentially so toll-booth style revenues Basically this sell off is a gift to long term shareholders. Stocks always come back to their rightful owners though $FOUR after $V and $MA showing that the consumer remains strong I am expecting a good earnings report. The sell off is overdone imo they have a lot of debt butit is"
X Link 2026-01-31T20:58Z [----] followers, [----] engagements

"@everchos3n @rookisaacman @tlaubers Lmao you know that the volume today is equal to like 4% of the market cap right They got their buybacks don't worry"
X Link 2026-02-03T20:33Z [----] followers, [---] engagements

"Jesus I put this message in your hands and trust in your glory to distribute to the correct followers that know your real name. Everyone in times like today (E-Network alive and well) should read the original St. Michael prayer that was written by Pope Leo in [----] after being possessed and witnessed a conversation between Satan and God (or a revelation/mania for realistic meaning). The Devil said that in the next [---] years the church would be tested and it would likely fall The church did fall. All of them. Every Bible version. You need to read HISTORY. Read the original version not the two"
X Link 2026-02-14T13:32Z [----] followers, [----] engagements

"$EVO $EVVTY I purchased some more Evolution today With a 21x trailing PE and 50% distribution of income via dividends - 2.4% trailing dividend yield on purchase Am I a dividend growth investor yet"
X Link 2023-10-16T16:59Z [----] followers, 15.5K engagements

"$CSU.TO Good thoughts. I would be careful entering an illiquid compounder that is pulling back largely for the first time in its public history though Patience here will be rewarded I think. I'll buy in eventually -- not here though. If you thought like $CSU mgmt and their astuteness level you wouldn't either until the eventual share repurchases are announced Some thoughts on $CSU.TO as we reach these JUICY levels: Software is one of the smallest expense items for most companies. To justify incremental CAPEX on better software (including AI) the ROI must be material at the income statement"
X Link 2026-01-15T17:00Z [----] followers, 17.1K engagements

"Love how the $FOUR buyback team won't push the price higher but dang it would nice for a real up day soon on actual high volume that isn't artificially induced only at high sell offs"
X Link 2026-01-22T15:55Z [----] followers, [----] engagements

"$FOUR 10% of the days volume came in [--] min at the daily support"
X Link 2026-01-22T17:54Z [----] followers, [----] engagements

"$FOUR Daily price action is totally normal"
X Link 2026-01-22T21:06Z [----] followers, [----] engagements

"$ROOT $LMND I own Root. I think that auto insurance is a much different beast than Apartments Home or Life. Auto has much more degrees of freedom and you can get caught offsides worse with potential asset inflation We'll see how Lemonade's transition going upstream goes. I'm definitely watching both curiously to see how this will work out Ill be controversial here I own both $LMND and $ROOT I think $ROOT is a better business But the numbers say different: $ROOT is -16% in the last year $LMND is +200% Does that say more about me or the market All Ill say check out $ROOT if you havent yet"
X Link 2026-01-23T18:03Z [----] followers, 14.9K engagements

"$FOUR I'd say that someone got filled"
X Link 2026-01-23T19:19Z [----] followers, [----] engagements

"$SAP $MSFT are not interesting yet but definitely getting more so I also like $CSU $NOW $AXON for this bucket. I think a quality VMS or Leading Horizontal Platforms are the only ones Im eyeing Every single software stock that has reported earnings so far this cycle has gone down. SAP -14% MSFT -7% NOW -7% MANH -3% ROP -12% CVLT -31% AGYS -21% Every single software stock that has reported earnings so far this cycle has gone down. SAP -14% MSFT -7% NOW -7% MANH -3% ROP -12% CVLT -31% AGYS -21%"
X Link 2026-01-29T16:27Z [----] followers, [----] engagements

"$SAP I like this game plan a lot likely to eye the flush below the bottom trend line as final wash out for an entry Need an IRR Model built first though hitting the drawing board this week $SAP monthly chart: I love to buy quality businesses at great prices with some margin of safety. I don't usually buy into FOMO because I don't have to. Patience is key and every name gives you a pullback to your level. [---] - good level😉 [---] - great 🥳 [---] - superb 😍🤑 https://t.co/gMr1tQmwNa $SAP monthly chart: I love to buy quality businesses at great prices with some margin of safety. I don't usually"
X Link 2026-01-30T01:13Z [----] followers, [----] engagements

"$DNP.WA Still on my watchlists. Getting closer to attractive levels again Sabo DINO na tle rynku. DNP.WA https://t.co/73V63HkMwp Sabo DINO na tle rynku. DNP.WA https://t.co/73V63HkMwp"
X Link 2026-01-30T03:30Z [----] followers, [----] engagements

"$NOW Definitely a stock on my list. This buyback program -- starting to being executed now feels like it will be juice once trend shifts. I don't think that its big enough to support the stock price from negative flows though. Therefore I'm staying away for now Great company and software though. It's one of the few in the IT landscape that I feel is well run and designed from a UI/Efficiency/Intuitive/Value Adding easy sells. every company needs an IT manager ServiceNow conglomerated the IT platform workflows Can never really. be replaced $NOW 5B buyback approved. The accelerated 2B buy back"
X Link 2026-01-30T19:29Z [----] followers, [----] engagements

"100%. I think that the Payments sector ( $PYPL $XYZ $GPN $FISV $FOUR $TOST $DLO $RELY $WISE etc.) all bottomed already due to never recovering post-COVID in returns All have had really active buybacks $V $MA read throughs point to strong-ish consumer and all are at 12-30 PEs Think Payments rip H1 [----] Strong software growths $CSU $MSFT $CRWD $SAP $ORCL recover H2 [----] The softwares that struggle to grow profitably from here will be laggards until they become irrelevant https://twitter.com/i/web/status/2017321456691183769 https://twitter.com/i/web/status/2017321456691183769"
X Link 2026-01-30T19:38Z [----] followers, [---] engagements

"$RIOT Hey so uhhh. who can I talk to about this company The go to Fintwit analyst handles would be appreciated. I have questions. First one. how"
X Link 2026-01-30T19:50Z [----] followers, [----] engagements

"$LMND This answer shows you why the Balance Sheet looks the way it does @PaperBozz Hey did you get a bindable (final) quote from Allstate or just an estimate Can you hit "pay" online or do you need to speak with their reps to buy Btw our homeowners onboarding can feel pretty manual in addresses that lack data or when we intentionally want to interview @PaperBozz Hey did you get a bindable (final) quote from Allstate or just an estimate Can you hit "pay" online or do you need to speak with their reps to buy Btw our homeowners onboarding can feel pretty manual in addresses that lack data or"
X Link 2026-01-30T23:05Z [----] followers, [----] engagements

"$LMND Also want to say that a lot of the issues Lemonade faces is within its Finance/Accounting departments Its product path strategy and CEO vision make sense. However the Consolidated financials tell a 100% different story To get out of this hole and secure the future the CFO/CRO/COI however has one easy strategic decision that secures the BS and the P&L The question is can this man figure it out in time to make a difference Time will tell @PaperBozz Hey did you get a bindable (final) quote from Allstate or just an estimate Can you hit "pay" online or do you need to speak with their reps to"
X Link 2026-01-30T23:56Z [----] followers, [----] engagements

"Love Jelly Roll. He brought his daughter on stage at Dallas and it was emotional man Jelly Roll just had an all-time Grammy acceptance speech https://t.co/A3pYzleR4a Jelly Roll just had an all-time Grammy acceptance speech https://t.co/A3pYzleR4a"
X Link 2026-02-03T04:46Z [----] followers, [----] engagements

"$FOUR Maybe another single digits percent perhaps but I think that's bottom. wow that pool was deep"
X Link 2026-02-03T20:07Z [----] followers, [----] engagements

"$FOUR With active repurchases for 15%+ of the market cap -- likely being fully deployed between Dec to March. this has been a gift among gift in public markets A 5-Year consolidation period. 36% Gross Profit CAGR (Margins: 23% to 36% Q3) Negative FCF to 10x Price/Free Cash Flow Debt/EBITDA 100x to 3.75x Pro-forma with GB Embedded merchant conversions can grow Gross Profit by a 20%+ rate for 3-5 years with no additional capital added. all capital is going to repurchases now instead of M&A https://twitter.com/i/web/status/2018782491130110267 https://twitter.com/i/web/status/2018782491130110267"
X Link 2026-02-03T20:23Z [----] followers, [----] engagements

"@fintegrate Assume you're putting a stop loss on those😅"
X Link 2026-02-04T18:49Z [----] followers, [---] engagements

"I think that the "profiles" despite $FICO's EBIT margin being like 48% so it's a 22x EV/EBIT NTM. I see what you're seeing on Fico being better than Axon on R/R It's just not even a R/R that I would necessarily rush into yet though. I know that's peak bear market talk but momentum trading is a thing. https://twitter.com/i/web/status/2019122823122362576 https://twitter.com/i/web/status/2019122823122362576"
X Link 2026-02-04T18:56Z [----] followers, [---] engagements

"$FOUR Does it fill the gap up this afternoon after a 5%+ rally or does it get rejected at the gap"
X Link 2026-02-04T19:41Z [----] followers, [----] engagements

"$EVO Glad I finally exited this one [--] months ago so many lessons Evolution $EVO Q4 '25 results: Net revenues -3.7% (+4.9% at constantant currencies) Total operating revenues -9.5% *Live -4.5% *RNG +1.7% EBITDA -23.6% Adj. EBITDA -6.1% Adj. EBITDA margin of 66.4% (vs. 68.1) EPS -15.9% operating cashflow -11.1% Asian https://t.co/TALpGykchc Evolution $EVO Q4 '25 results: Net revenues -3.7% (+4.9% at constantant currencies) Total operating revenues -9.5% *Live -4.5% *RNG +1.7% EBITDA -23.6% Adj. EBITDA -6.1% Adj. EBITDA margin of 66.4% (vs. 68.1) EPS -15.9% operating cashflow -11.1% Asian"
X Link 2026-02-05T09:05Z [----] followers, [----] engagements

"@JM_Investment0 @FundBreakdown Run lean with much higher revenue per employee and reduce OpEx expense as Premiums scale Oscar is doing this better than anyone and its only accelerating. Balance sheet is also cleaner going into price increases"
X Link 2026-02-06T21:43Z [----] followers, [---] engagements

"$HIMS Same. I sold right before this happened and never looked back wont ever repurchase again. Paul wherever you are consider this a kinda apology because I still made bank on it but you were kinda right $HIMS Blind faith in your CEO is not a way to invest. Lots of people love to say they are rational investors but never change their minds when the facts change. I was long the stock from the teens but was 100% out the day I saw shady behaviour from management. No regrets. $HIMS Blind faith in your CEO is not a way to invest. Lots of people love to say they are rational investors but never"
X Link 2026-02-06T22:05Z [----] followers, [----] engagements

"Yeah he was right on his research. I always said he was a great researcher but not a great portfolio mgr You and I both made high returns and the business model did degrade and we exited. Pivoted to other LT holds too that are higher quality 30-50% growers that I can maybe actually hold💀😩"
X Link 2026-02-07T15:48Z [----] followers, [--] engagements

"And again Thank you for everyone at the Super Bowl for giving .60% of the events take-rate directly to Shift4 $FOUR shareholders as Cash Flow Lets increase prices before next years SB even more"
X Link 2026-02-09T16:12Z [----] followers, [----] engagements

"@fintegrate Love $FIX. I'm so mad that I sold my shares back when it was at $11 when I was 13😂 I just thought it was a cool ticker and it was an hours worth of work for one share"
X Link 2026-02-09T18:08Z [----] followers, [---] engagements

"@buccocapital I'd be okay with $AMZN $NFLX $GOOG Splitting NCAA NFL MLB NBA etc. Just cut out $DIS and ESPN out of the system entirely. It's gotten so bad that I can't even watch any of my favorite sports anymore because of TV right disputes media game blackouts etc"
X Link 2026-02-09T19:05Z [----] followers, [---] engagements

"$OSCR the ACA is ours gentlemen $OSCR with the monster [----] guidance Back to profitability with huge revenue growth 📈 "2025 was a reset year for the individual market and we took decisive actions to return to profitability in 2026" https://t.co/PeeekP7gU0 $OSCR with the monster [----] guidance Back to profitability with huge revenue growth 📈 "2025 was a reset year for the individual market and we took decisive actions to return to profitability in 2026" https://t.co/PeeekP7gU0"
X Link 2026-02-10T15:59Z [----] followers, [----] engagements

"@DeepSailCapital Can you add the Payments names on there"
X Link 2026-02-10T18:23Z [----] followers, [---] engagements

"@DeepSailCapital Id add Fiserv Global Payments Shift4 Wise NU SE MELI (obviously have) Some high quality internationals with LATAM FX boosts next 2-3 quarters are fun options"
X Link 2026-02-10T19:27Z [----] followers, [--] engagements

"@wolfofharcourt I think that Todd actually acknowledged this real competitor like [--] years ago😂"
X Link 2026-02-11T00:07Z [----] followers, [---] engagements

"$OSCR The fact fixed cost leverage is being experienced with this premium growth nuts How can anyone see this and not think about Buffetts early GEICO investment $OSCR am I reading this correctly +50% increase in Revenue guidance for [----] https://t.co/bFXrjmjdDb $OSCR am I reading this correctly +50% increase in Revenue guidance for [----] https://t.co/bFXrjmjdDb"
X Link 2026-02-11T00:31Z [----] followers, [----] engagements

"So how are the Crypto bros going to react when BTC starts moving due to the fact the Founder was Epstein"
X Link 2026-02-11T02:47Z [----] followers, [---] engagements

"$PYPL Didn't catch this. I think I'd pass on Alex Chriss in the future. Good callout @SixSigmaCapital $PYPL stock is valued as if the CEO was in the Epstein files and the news has not broken yet $PYPL stock is valued as if the CEO was in the Epstein files and the news has not broken yet"
X Link 2026-02-11T03:38Z [----] followers, [----] engagements

"RT @value_invest12: Any gaslighting attempts regarding the Epstein files are so revealing. Tells you immediately which media politicians"
X Link 2026-02-11T03:41Z [----] followers, [--] engagements

"RT @mikeharrisNY: Something big"
X Link 2026-02-11T14:59Z [----] followers, [---] engagements

"Don't you fucking worry. I have a blog post in the works to cover it all I am not suicidal but I will be putting together one of my famous blog posts over the Epstein files and all my conglomerated researched The release of the Epstein files feels less like transparency and more like a psychological operation. It overwhelms the most empathetic and intellectually engaged people with outrage and despair while numbing everyone else into apathy and boredom. Explained by a lawyer. https://t.co/x6IAR0vvwC The release of the Epstein files feels less like transparency and more like a psychological"
X Link 2026-02-11T15:05Z [----] followers, [----] engagements

"Dude I watched the whole clip. They question her on tons of information about legitimate concerns in the files and she starts talking up the Dow and then it turns into a meme and no one watches the chilling [--] min episode Everyone needs to watch this DOJ Heads interview in my opinion. She literally disregards victims behind her evades talks up the dow and never answers one question or promises one arrest The ref is bought. Disgusting Absolutely hilarious. How everyone is feeling right now. 😂 🤦♂ https://t.co/G5H42QnTHT Absolutely hilarious. How everyone is feeling right now. 😂 🤦♂"
X Link 2026-02-12T03:00Z [----] followers, [----] engagements

"Ive definitely been enlightened Im conglomerating a ton of research Ive found into a cohesive writeup that I can put together on here Ya know whats funny no one really thinks about the two ethnically Jewish guys that literally almost bankrupted America immediately (Jefferson/Hamilton) Hamilton was in the nations first sex scandal. That guy he was cheating on was actually conducting inside trades in securities for him. He was also one of the largest slave owners of the day Alexander/Jefferson were original Epstein style individuals. Look at the electrons of [----] and [----] again READ THOSE"
X Link 2026-02-12T14:13Z [----] followers, [--] engagements

"@JayC_Investing Never have been. Ive always been independent/libertarian since even high school Just a hyper logical autist with an attempting to be good heart"
X Link 2026-02-12T23:28Z [----] followers, [--] engagements

"RT @RampCapitalLLC: Yeah definitely focus on that and not the Epstein files"
X Link 2026-02-13T16:15Z [----] followers, [---] engagements

"No we knew especially in Texas Most Americans still dont fully understand what happened under Biden 8% of Nicaragua entered the US in [--] years. 8% of the entire country. 7% of Cuba. 6% of Haiti. 5% of Honduras. https://t.co/SnDIfMUpYh Most Americans still dont fully understand what happened under Biden 8% of Nicaragua entered the US in [--] years. 8% of the entire country. 7% of Cuba. 6% of Haiti. 5% of Honduras. https://t.co/SnDIfMUpYh"
X Link 2026-02-13T16:16Z [----] followers, [----] engagements

"Shift4 $FOUR Writeup : Payments Sector Summary : Problems : Shift4s Solution & Business Model : Financials IRR and Portfolio (Paid) *Under Portfolio I disclose the new core position I have as 1/3rd of my portfolio that I could be up 100-200% in [--] yr Link below"
X Link 2025-11-03T22:11Z [----] followers, 31.9K engagements

"Thats weird trading action anyways $FISV $GPN $FOUR $DLO $PAY $XYZ"
X Link 2026-01-13T19:10Z [----] followers, [----] engagements

"My Ecommerce names are all obviously platform growers with no additional capital infusions to grow profitably for the next decade : $MELI best growth/value/risk adjusted name in the book in my opinion $AMZN is an alright core for a risk-off portfolio but not a Growth Portfolio just yet $SE is opening up quite well with a weakening dollar and Indonesian FX actually being level Y/Y with no depreciation USD growth numbers will be higher in [----] with FX tailwind and pricing execution Mercado Libre is my favorite but Sea Limited is closely being watched I like the $90-100 area for a flush to pick"
X Link 2026-02-02T19:29Z [----] followers, [----] engagements

"I found my new favorite account on this app. Brings the A game everyday"
X Link 2026-02-11T05:52Z [----] followers, [---] engagements

"@SedsGoBlue Thank you so much Benjamin🙏 I humble ask for a retweet. I know the X does not promote this tweet naturally due to the key words if you will"
X Link 2026-02-14T20:43Z [----] followers, [--] engagements

"Dude this has been so much fun to watch. $FOUR started their buyback in comparison to competitors at the bottom of this gigantic downswing and is buying back stock at a diluted $5.6B Marketcap for a $1B buyback that is 1/3rd the amount spent to acquire $GB This is the most exciting time as a Shift4 holder in the past five years at the lowest valuations ever as a Public company and still up 60% from 2022🤣 https://twitter.com/i/web/status/2006472022176448764 https://twitter.com/i/web/status/2006472022176448764"
X Link 2025-12-31T21:06Z [----] followers, [---] engagements

"$IBKR if you're looking for good "moats" by the way -- this is textbook The product is so bad and I still can't even switch from it -- even if I want to -- because the Scale Advantages of having even 5% cheaper leverage than other Brokerages like Fidelity Schwab etc. is literally too expensive to switch off of $IBKR If you can't fix your dual authentication login and allow me to even view my brokerage I won't leave. but gosh dang it I'll be pissed You're a bank/brokerage with a Market-cap over $100B. Fix your login and quit acting like a startup $IBKR If you can't fix your dual authentication"
X Link 2026-01-03T18:55Z [----] followers, 46.6K engagements

"@FelixSchreibe13 Okay cool just wanted to make sure you didnt know what you were talking about before assuming it"
X Link 2026-01-03T21:35Z [----] followers, [---] engagements

"@FelixSchreibe13 Was I wrong on Oscar Think the verdict is still out on that one🤣 or are you claiming you were right because of [--] months of price action with no new financials Just say that you cant think for yourself its easier"
X Link 2026-01-03T21:48Z [----] followers, [---] engagements

"The whole payments only go down thing is going to be really interesting when all these Payment Processors with 15-20% internal compounding machines start going up All of them having been repurchasing stock in the 5-15% annual repurchase range and have been growing Some are growing 50%+ and repurchasing simultaneously the most at 15% that one is my favorite but the 12% growers 10% repurchases also do well from here. Thats $AAPL 2012-2015 ratios when Buffett was buying https://twitter.com/i/web/status/2008244988937961688 https://twitter.com/i/web/status/2008244988937961688"
X Link 2026-01-05T18:31Z [----] followers, 41.7K engagements

"$FOUR Thats hot. Big stair step this year with $GB. Going to get even more nuts [--] year payment volume growth: $XYZ +133% $TOST +596% $FOUR +671% Keep sleeping. https://t.co/kTNu1oBwT6 [--] year payment volume growth: $XYZ +133% $TOST +596% $FOUR +671% Keep sleeping. https://t.co/kTNu1oBwT6"
X Link 2026-01-06T06:33Z [----] followers, [----] engagements

"The $FOUR Repurchase Trading team needs to send a thank you present to Michael Burry for providing 20% of the volume in the last [--] days of liquidity to purchase in the last [--] minutes of trading $FOUR Michael Burry negative comments "I no longer like Shift4 stock. Shift4 has a history of shady transactions" Substack $FOUR Michael Burry negative comments "I no longer like Shift4 stock. Shift4 has a history of shady transactions" Substack"
X Link 2026-01-12T21:17Z [----] followers, 14K engagements

"$FOUR Here's the volume chart for the past [--] days. man y'all really love selling your shares back to the company Stocks always return to their rightful owners though The $FOUR Repurchase Trading team needs to send a thank you present to Michael Burry for providing 20% of the volume in the last [--] days of liquidity to purchase in the last [--] minutes of trading https://t.co/w7cw7b46RY The $FOUR Repurchase Trading team needs to send a thank you present to Michael Burry for providing 20% of the volume in the last [--] days of liquidity to purchase in the last [--] minutes of trading"
X Link 2026-01-12T23:02Z [----] followers, [----] engagements

"NEW POST: Heavy Shift4 Coverage $FOUR 🔹Free: Portfolio Methodology and optimized Shift4 add calculations 🔹Paid: Research on IRR Growth Drivers 🔹Paid: IRR Analysis 🔹Paid: Position Structure I'm trying to operate the best Free/Paid Financial Analyst Services on the market Hope you enjoy my writeup and portfolio gameplan starting [----] New Post: H1 [----] Gameplan I utilize this investing blog to keep myself accountable. My readers are counting on me for big updates on my portfolio and I simultaneously need to make sure that I can justify the moves upfront with my research in the present. In"
X Link 2026-01-14T17:19Z [----] followers, [----] engagements

"$FOUR $67.67 New Post: H1 [----] Gameplan I utilize this investing blog to keep myself accountable. My readers are counting on me for big updates on my portfolio and I simultaneously need to make sure that I can justify the moves upfront with my research in the present. In this blog post: - https://t.co/lTcg720vvQ New Post: H1 [----] Gameplan I utilize this investing blog to keep myself accountable. My readers are counting on me for big updates on my portfolio and I simultaneously need to make sure that I can justify the moves upfront with my research in the present. In this blog post: -"
X Link 2026-01-14T19:20Z [----] followers, [----] engagements

"$FOUR Let's go Shift4 $FOUR and Mastercard $MA Modernize Greeces Largest Bus Network with Contactless Tap-In/Tap-Out Payments KTEL is composed of [--] regional bus operators that collectively provide almost 80% of Greeces passenger transport Keep expanding into the entire European Union https://t.co/0yMDlA8Ndd Shift4 $FOUR and Mastercard $MA Modernize Greeces Largest Bus Network with Contactless Tap-In/Tap-Out Payments KTEL is composed of [--] regional bus operators that collectively provide almost 80% of Greeces passenger transport Keep expanding into the entire European Union"
X Link 2026-01-15T13:34Z [----] followers, [----] engagements

"$FOUR Michael Burry realizing no one cares about his one-hit wonder self anymore"
X Link 2026-01-16T17:26Z [----] followers, [----] engagements

"$CSU Sign the times. Sentiment reads across the shareholder base is. weak imo. You'd be surprised even with this chart how many shareholders will see this on the timeline and decide to part ways with their shares without verifying anything multiples etc. We've seen it time and time again price drives narrative. Patience is key here to add more. Wait until desperation kicks in $CSU is taking it on the chin. 10+ years of multiple expansion in less than [--] months Valuation never matters until it does https://t.co/z5lqcGdiok $CSU is taking it on the chin. 10+ years of multiple expansion in less"
X Link 2026-01-16T20:15Z [----] followers, 13.3K engagements

"$FOUR I drew a nice fancy purple line to represent the transition to the New Year Since then every single drop has gotten bought. Happy [----] everyone it's gonna be a fun year"
X Link 2026-01-16T21:22Z [----] followers, [----] engagements

"$FOUR is growing much faster and cleaner than any of the aforementioned respectfully. Just because you need a simple story doesn't make the truth wrong In response Shift4 will simply repurchase 15% of the diluted shares outstanding in [--] months. Growing cash flows don't need organic growth (GP/Share visual for "high level growth comparison") (Shift4 also translates the highest percent of GP to Cash Flows out of his group too. so it's also the most profitable unit economics/cheapest as well today) https://twitter.com/i/web/status/2012657432934187401"
X Link 2026-01-17T22:45Z [----] followers, [----] engagements

"$CSU.TO That is the takeaway from this graph Constellation Software $CSU.TO (one of the best software compounders in history) has lost half of its market cap. - That's all you need to know about how AI re-rates software. The best will get re-rated the weaker players will go bust. Plan accordingly. https://t.co/usvCIPMoUo Constellation Software $CSU.TO (one of the best software compounders in history) has lost half of its market cap. - That's all you need to know about how AI re-rates software. The best will get re-rated the weaker players will go bust. Plan accordingly. https://t.co/usvCIPMoUo"
X Link 2026-01-18T18:10Z [----] followers, [----] engagements

"@SixSigmaCapital Yup dude plus people are trying to bottom tick stocks in a 3M stairstep down when they have no margin of safety going to be a fun finish to January Any big buybacks programs with high growth embedded will kill it"
X Link 2026-01-20T22:14Z [----] followers, [---] engagements

"$CSU It's getting obviously exponentially cheaper day by day but there is just not much support from buyers until even lower levels. Constellation Software might go on sale in [----] after all"
X Link 2026-01-21T20:12Z [----] followers, [----] engagements

"$FOUR Shift4 repurchase just swallowed up that Burry created panic volume plus Payments/Software sell off -- without even making [--] week lows That liquidity was delicious. got any more"
X Link 2026-01-21T21:43Z [----] followers, [----] engagements

"@SixSigmaCapital @RahulSetty_ rate this loser please"
X Link 2026-01-22T16:33Z [----] followers, [---] engagements

"$CSU.TO Lmao watch as all these "Analysts" downgrade their PTs stock goes lower and their own fund will eventually be the buyer after their "Analysts" have destroyed the stock chart $CSU.TO National Bank analyst adjusting Target Price to $3200 from $4500 https://t.co/DKbjTE2YVg $CSU.TO National Bank analyst adjusting Target Price to $3200 from $4500 https://t.co/DKbjTE2YVg"
X Link 2026-01-22T21:08Z [----] followers, [----] engagements

"$MELI Good position for your core here 🟨 Ecomm + Payments Infrastructure for LATAM 🟨 Growing Network Effect/Scalable Revenue @ 30%+ CAGR over the past few years -- not slowing down either 🟨 Sitting below [---] day moving average at lows on Gross Profit valuation going back 12+ years 🟨 FX Tailwind against USD for the next few quarters Call Option: Venezuela & Argentina keep improving economically and it becomes a 1T+ name within the next decade $MELI has not grown under 33% since [----] Remarkable https://t.co/DNVgu4pkzz $MELI has not grown under 33% since [----] Remarkable"
X Link 2026-01-23T18:15Z [----] followers, [----] engagements

"$UBER People will argue. I think it's somewhere between fair to overvalued It could easily move higher but I don't think you're getting a "deal" here -- even if the bear thesis goes bottom up to be honest Uber now trades at below 9x gross profit Is the stock cheap again $UBER https://t.co/Ns8iIO9hqB Uber now trades at below 9x gross profit Is the stock cheap again $UBER https://t.co/Ns8iIO9hqB"
X Link 2026-01-23T19:16Z [----] followers, [----] engagements

"That's always been the issue. $LMND "FCF" comes at the loss of per share Equity value. The business is structurally OpEx heavy with auto having even worse loss margins than any of its other business units If the auto margins are any worse than market standard this company is a gigantic blow up risk. Eventually on this trend some legal entities on the state by state basis of registration. some states/legal entities might start getting stressed soon on Balance Sheet restrictions to do business. requiring topline to slow as company shifts GWP to NWP to prolong the issue of terrible CAC. - GWP to"
X Link 2026-01-23T20:55Z [----] followers, [----] engagements

"@shai_wininger @NFTConciergeDoc @Tesla @Lemonade_Inc Lmao lets run a broader UAT next time and give Twitter accounts access instead🤣"
X Link 2026-01-24T14:51Z [----] followers, [--] engagements

"@anthonyisonline @TravisVarnick @ArmsGarrett Dude regardless of product design and innovation its the CFO suite that isnt managing the ship correctly. Its not product or Operations. Accounting/Finance arent operating the P&L/CF correctly and theyre creating a downward equity spiral that will limit new growth"
X Link 2026-01-24T17:19Z [----] followers, [--] engagements

"100% agree. I was a bit earlier on it like [--] months ago and have done well thus far. Far from played out though All of LATAM have seen Currency Exchange appreciations against dollar and ones on US exchanges have gotten US Correlated market depreciation like $MELI $NU $SE . Two scaled mature and infrastructure like investments in the region of all LATAM Thats how Im playing it. International incumbent growth stocks listed on the US exchanges so theyve been drawdowns while their Local Currency appreciates against their USD Reporting Currency👀 Theyre right in front of us tbh"
X Link 2026-01-24T19:33Z [----] followers, [---] engagements

"$LMND This is another misunderstood part. They lose money to acquire growth on bad unit economics to also turn around and have a high churn rate (80-85%)💀 This is one of the most misunderstood parts of the $LMND story. They spend money on growth spend now which is immediately expensed but they receive back premiums and gross profits from those customers for many years. Investments in customers are expensed now. Profits This is one of the most misunderstood parts of the $LMND story. They spend money on growth spend now which is immediately expensed but they receive back premiums and"
X Link 2026-01-25T15:29Z [----] followers, [----] engagements

"Dont over complicate this mate. This equation is useless Equity is going down and cash flows are breakeven and Lemonade is losing money via expensive CAC to acquire customers and churn is making this a perpetual treadmill regardless of LTV expansion for products. Total Debt is continuing to rise as they take on more GWP into NWP because the economics still arent profitable. Equity will continue downwards This is not complicated mate https://twitter.com/i/web/status/2015452055335219670 https://twitter.com/i/web/status/2015452055335219670"
X Link 2026-01-25T15:49Z [----] followers, 12.7K engagements

"Theyre spending money to lose money Theyre spending money to lose money Its the same formula though so I can list it twice CC: $LMND They spend now for returns later They spend now for returns later They spend now for returns later They spend now for returns later They spend now for returns later They spend now for returns later They spend now for returns later They spend now for returns later They They spend now for returns later They spend now for returns later They spend now for returns later They spend now for returns later They spend now for returns later They spend now for returns later"
X Link 2026-01-25T16:13Z [----] followers, [----] engagements

"Btw the Equivalent "mature" equivalent of a company like $LMND. all you have to do is look at $SNAP today @DavidKasmanArt @PaperBagInvest Dude I built this crazy model that pulls all the previous financials from the Diluted Net Income the Total Debt to Grow and the Equity. And my model spat out that the company is spiraling What do you think Is my model. not accurate Lemonade's management has been https://t.co/DykQ07gYGx @DavidKasmanArt @PaperBagInvest Dude I built this crazy model that pulls all the previous financials from the Diluted Net Income the Total Debt to Grow and the Equity. And my"
X Link 2026-01-25T19:23Z [----] followers, [----] engagements

"$LMND this is actually a great summary for how Lemonade Shareholders view the P&L/Balance Sheet over time I might be wrong this seems like bull honky though with us just coming out of a hard market and going into softer Personal Markets in 6-12 months and margins compressing further $PGR $ROOT for instance are at near peak EBIT cycle margins already those are going down with new entrants like Lemonade chasing business with lower less profitable premiums When the cycle turns things always get fun in insurance. Excess and Surplus soft market coming up is going to be even worse @FundasyInvestor"
X Link 2026-01-26T17:30Z [----] followers, [----] engagements

"$CSU.TO every analyst is going to keep just lowering analyst targets for some reasons. no real adjustment to growth just multiples/risk perception $CSU.TO RBC adjust PT to $4800 from $5600 https://t.co/kFGVvPJ03K $CSU.TO RBC adjust PT to $4800 from $5600 https://t.co/kFGVvPJ03K"
X Link 2026-01-26T17:44Z [----] followers, [----] engagements

"With tariffs/commodities spiking delaying proposals -- alongside a FED likely to reduce the risk free borrowing rate. Mortgage rates will come down and the Consolidating RE sector since [----]. might start trending up in price in 2027"
X Link 2026-01-30T02:07Z [----] followers, [---] engagements

"Im totally okay with this guy being Fed Chair ngl Trump looking at Kevin Warsh for Fed Chair Hes a hawk and was against a lot of the policy post-GFC. Called QE reverse Robin Hood. Trump likely wants to play into a strong Dollar and reducing the debt but dont think they told him what that might mean for the stock market. https://t.co/Phvzc36wEU Trump looking at Kevin Warsh for Fed Chair Hes a hawk and was against a lot of the policy post-GFC. Called QE reverse Robin Hood. Trump likely wants to play into a strong Dollar and reducing the debt but dont think they told him what that might mean for"
X Link 2026-01-30T02:51Z [----] followers, [----] engagements

"$CLSK Hey so uhhh. who can I talk to about this company"
X Link 2026-01-30T19:54Z [----] followers, [---] engagements

"$MARA Hey so uhhh. who can I talk to about this company"
X Link 2026-01-30T19:54Z [----] followers, [---] engagements

"Hopefully these tweets find the targeted audiences $CLSK $MARA $RIOT"
X Link 2026-01-30T19:54Z [----] followers, [---] engagements

"If you know prompt engineering someone just put a joke to paper with AI😂😂 Honest Hot take : Humans get smarter with AI Oh lord AI agent on @moltbook asking how to sell his human https://t.co/3MoujGAtDy Oh lord AI agent on @moltbook asking how to sell his human https://t.co/3MoujGAtDy"
X Link 2026-01-30T22:52Z [----] followers, [----] engagements

"Ive been meeting vibe coders and they all seem to be making code generators or ChatBots funny how that works😂😂 Ive generated graphics myself $ADBE esc style but its something only their Free software couldve done at this point. Probably easier than ever getting Adobe though Idk. Theres a finite amount of cemented use cases. Research is really really good though. Chegg to zero. Educational materials to zero https://twitter.com/i/web/status/2017654006626103588 https://twitter.com/i/web/status/2017654006626103588"
X Link 2026-01-31T17:39Z [----] followers, [--] engagements

"@MikeliuAsdsf According to me accumulation and consolidation is occurring. The stock isnt going up because volume spikes on the LOWS of the day with run ups not being supported on low volume Shift4 repurchase teams goal is get shares as cheap as possible not to drive price up"
X Link 2026-01-31T19:20Z [----] followers, [---] engagements

"@PaulBieber Not true. If they designate the program as a regular cadence with a 10% of daily volume up to 25% (standard is 10-20%) then they do not have blackout periods Basically if you establish a process you can avoid dates"
X Link 2026-01-31T22:06Z [----] followers, [---] engagements

"@Dfabian21 @PaulBieber No you two are both wrong. If you use the 10b5-1 then youre good. They already reported a quarter of pro-forma growth so there is no non-public info. Therefore they can but 10-25% of the daily volume whatever they designated"
X Link 2026-01-31T22:11Z [----] followers, [--] engagements

"@rubicon59 Financial services are incremental advantages off ecommerce structures. easier payment gateway unit economics easier merchant lending easier ads etc. builds off your leading Ecomm strength. Its literally layups for capital allocation"
X Link 2026-01-31T22:19Z [----] followers, [---] engagements

"@MarceloLima I build SAP systems you have no idea how true this statement is. The EU build is always first for American companies"
X Link 2026-01-31T22:25Z [----] followers, [---] engagements

"I built myself a little Fundasy Master Slide. I'm about to build the craziest IPO pitch deck $1B IPO in [----] for this "AI Investing Research platform""
X Link 2026-02-02T02:16Z [----] followers, [----] engagements

"100% agree. I build SAP software product use cases the AI takes arent from serious people Its increasingly obvious from these software takes who has never worked in a real business in their entire life Its increasingly obvious from these software takes who has never worked in a real business in their entire life"
X Link 2026-02-02T17:52Z [----] followers, [----] engagements

"Dont get me wrong either. My Dad is in Meta and I see the growth case and yall will do well. I have no doubt Yalls hard data does check out that the drivers are in place for a compelling IRR. I just dont enjoy what those drivers are in real life terms so I abstain from this one As a social media addict who got introduced to Instagram at [--] years old Im not a fan of the platform anymore https://twitter.com/i/web/status/2018413325906759973 https://twitter.com/i/web/status/2018413325906759973"
X Link 2026-02-02T19:56Z [----] followers, [---] engagements

"Pretty much. All that extra cash now is going to repurchases That spike in Q3 was because they just closed a deal worth 66% of the current market cap on all debt no shares. The Pro-forma growth incorporated puts Y/Y numbers at 50-60% on GP to EBIT numbers. While they've been integrating that. all the capital allocation got put into buybacks from Dec to Feb. 100% on the lows. It's the best setup I've ever seen https://twitter.com/i/web/status/2018785427130356110 https://twitter.com/i/web/status/2018785427130356110"
X Link 2026-02-03T20:35Z [----] followers, [---] engagements

"@ArneUlland @rja907 I literally work in what youve described and seen VMS being built. Youre dead on If anything its an opportunity to operators to revamp products and build prototypes with existing SMRs. If the software is already inactive with no original engineers left though NGMI"
X Link 2026-02-03T21:08Z [----] followers, [---] engagements

"The question is not which stocks are down a lot its which ones are positioned for upside from here"
X Link 2026-02-03T21:38Z [----] followers, [----] engagements

"@SamuelTind69643 They still have allocations left. Its not as easy as youd think to repurchase $1B in stock in [---] months on a $5-6B market cap as youd think"
X Link 2026-02-04T17:43Z [----] followers, [---] engagements

"I think this might be one of the largest Private Sector investment cycles to ever occur as whatever fixed measure we want % GDP [----] CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *tomorrow vs $145B est The hyperscalers are going all in on AI. https://t.co/tjBmEmF49Q [----] CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *tomorrow vs $145B est The hyperscalers are going all in on AI. https://t.co/tjBmEmF49Q"
X Link 2026-02-05T03:39Z [----] followers, [----] engagements

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