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@invest091 Avatar @invest091 Michael | Stock Spotlight 🎙️

Michael | Stock Spotlight 🎙️ posts on X about $bmi, $tost, business, bmi the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence stocks XXXXX% cryptocurrencies XXXXX% finance XXXXX% technology brands XXXX% luxury brands XXXX% automotive brands XXXX% countries XXXX%

Social topic influence $bmi #1, $tost #6, business 8.25%, bmi #239, meter #542, $mtn #12, deep dive #753, $tyl #4, $xyz #20, cash flow #244

Top accounts mentioned or mentioned by @shivamkashan @dimitrynakhla @bobspaysubstack @stonkmetal @business @investinassets @saynototrading @lloydjamesross @speedwellllc @speedwell_llc @investsmart94 @mindset4moneyx @marketpalmer @fiscorainvest @divfinsanalyst @amitisinvesting @chitchatstocks @jimmyinvesting @ashton1nvests @myersbradley

Top assets mentioned Bridge Mutual (BMI) Toast, Inc. (TOST) Medicalchain (MTN) Tyler Technologies, Inc. (TYL) Block, Inc. (XYZ) 4 (FOUR) Copart, Inc. (CPRT) Xylem Inc (XYL) Itron Inc (ITRI) TransDigm Group, Inc. (TDG) Rollins, Inc. (ROL) Veeva Systems, Inc. (VEEV) Oracle Corporation (ORCL) Fiserv Inc (FISV) Roper Technologies Inc (ROP) Berkshire Hathaway Inc. (BRK.A) Allstate Corp (ALL) SafeMoon (SFM) Halozyme Therapeutics, Inc. (HALO) MercadoLibre Inc (MELI) Fortinet Inc (FTNT) Ferrari N.V. (RACE) Cream (CRM) Applovin Corporation (APP) Mastercard, Inc. (MA) Adobe, Inc. (ADBE) SAP SE (SAP) Microsoft Corp. (MSFT) Now Coin (NOW) PoolTogether (POOL) Decentral Games ICE (ICE) S&P Global Inc (SPGI)

Top Social Posts

Top posts by engagements in the last XX hours

"📊 Smart Water Metering: $BMI vs $XYL vs $ITRI vs $ROP Badger Meter shows why investors treat it as a "quality compounder." With gross margins near XX% and FCF margins of XX% it outpaces water peers like Xylem and Itron and its ROIC (18% 5-yr avg) is best-in-class. Efficiency is also a strength generating $70K of free cash flow per employee nearly double Xylem and Itron. Growth outlook is steadier: revenue is projected to rise X% annually but free cash flow growth lags peers at XX% versus Itrons 17%+. That maturity explains its premium valuation 38x forward earnings and 41x EV/FCF investors"
X Link 2025-09-06T20:35Z 2153 followers, 3758 engagements

"📊 R&D Efficiency = Avg revenue growth (this yr + last yr) Avg R&D % of sales (lagged X yr) Ex: 2024 = (2023 & 2024 rev growth avg) (2022 & 2023 R&D % avg). $BMI clocks in at 7.6x leaner & more efficient than peers like $ITRI and $XYL"
X Link 2025-09-17T19:44Z 2153 followers, 1219 engagements

"$BMI doesnt just measure water it buys growth too. ⚡10-YR Median Acquisition Intensity: XXX% ⚡TTM: XXX% (SmartCover) Pattern = disciplined tuck-ins most years not reckless shopping sprees. Low-to-medium acquisitive overall but willing to swing when it counts"
X Link 2025-10-03T23:28Z 2153 followers, XXX engagements

"Fantastic overview of Balance Sheets in general with a focus on Vail Resorts $MTN. Worth a read 👇"
X Link 2025-10-04T15:01Z 2153 followers, XXX engagements

"🚀 New Episode is Live Episode 19: A deep dive into $TYL Tyler Technologies is the largest U.S. provider of software and services for the public sector powering courts schools police departments and local governments. With high switching costs and recurring revenue $TYL has quietly compounded for decades. ✔ Business breakdown & competitive edge ✔ Quality growth profile and financial statement analysis ✔ Valuation framework and long-term outlook 🎧 Now streaming: Spotify + Apple Podcasts + YouTube links to follow 👇 #TYL #Investing #Podcast #StockSpotlight #QualityStocks"
X Link 2025-10-08T13:30Z 2151 followers, 2383 engagements

"My Tyler Technologies $TYL business overview in one slide. Be sure to check out Episode XX for my deep dive into this entrenched gov't software provider 👇"
X Link 2025-10-09T18:32Z 2151 followers, XXX engagements

"$TYL Analysts see revenue climbing to $2.84B in 27e. Thats an XX% CAGR over the next X years. Reasonable Tylers annual industry market growth is only guided at 4-6% annually so analysts are clearly banking on share gains + maybe federal expansion. Do we investors buy this pace"
X Link 2025-10-10T20:15Z 2151 followers, XXX engagements

"Fresh off Q4 XX earnings Vail Resorts $MTN shows a mixed fair value picture: 📌DCF FV: $XXX (Undervalued) 📌Adj DCF FV (net debt): $XXX (Overvalued) 📌Forward P/E: 21x vs 10Y avg 37x FV $XXX 📌EV/EBITDA: 12x vs 10Y avg 15x FV $XXX 📌P/FCF: 14x vs 10Y avg 17x FV $XXX Range of outcomes is wide ($74-$288) but multiples suggest some upside potential"
X Link 2025-10-11T22:13Z 2153 followers, XXX engagements

"$TYL Revenue Per Employee has climbed from $165K in 2015 to $304K today. 📈 Tyler is personnel-heavy because much of its cost base is implementation support & SaaS delivery staff not just engineers. Tracking this metric shows how efficiently those people are being leveraged as SaaS scale improves. #StockSpotlight #QualityStocks"
X Link 2025-10-21T13:30Z 2151 followers, XXX engagements

"Next Episode Update: Copart $CPRT 🚗 Near 52-week lows and fair value territory is now a time to start a position 🎙 Joined by special guest @shivamkashan 🔍 We break down why the stock has lagged this year their strong business model moat key risk factors and long-term growth drivers 💥 Releasing Friday October 31st Halloween premiere 🎃 #StockSpotlight #Copart #Podcast #Episode20"
X Link 2025-10-24T16:30Z 2150 followers, XXX engagements

"Just wrapped $CPRT Episode XX with @shivamkashan 🎙 One risk I wanted to dig into was supplier concentration since Copart relies heavily on insurers for volumes. But Shivam pulled up this NAIC chartand the top X carriers (State Farm Progressive Berkshire Hathaway Allstate) only control XX% of the market. 👉 Not as concentrated as I initially thought. Look for the episode to drop on Halloween morning 🎃"
X Link 2025-10-26T16:00Z 2151 followers, 2981 engagements

"Episode 20: A conversation on $CPRT unpacking one of the markets most durable compounders. Copart is the global leader in online salvage vehicle auctions a vertically integrated marketplace that connects insurers fleets and dismantlers. With a dominant U.S. market share and hard-to-replicate infrastructure Copart has quietly built an Amazon-sized moat in a niche industry. With shares trading near 52-week lows its a timely moment to revisit the business. 🎙 Featuring @shivamkashan investor at a family office 🎧 Now streaming: Spotify + Apple Podcasts + YouTube Links to follow 👇"
X Link 2025-10-31T13:30Z 2151 followers, 2477 engagements

"$SFM was $XX the bottom"
X Link 2025-10-31T14:47Z 2153 followers, XXX engagements

"📊 20-YR ROIC Trend for $BMI (Badger Meter) At first glance: consistency. Look deeper: cycles every 5-10 yrs. Cycle snapshots: 2008 2011: XXXXX% XXXXX% 2012 2015: XXXXX% XXXX% 2015 2024: XXXX% XXXXX% However recent uptrend feels less cyclical perhaps a structural shift Either way impressive ROIC numbers. #QualityGrowth #Investing #ROIC"
X Link 2025-11-01T12:22Z 2153 followers, XXX engagements

"Just ran $HALO (Halozyme Therapeutics) through my 33-question research checklist and they scored well: ✅ XX% Quality Score 🏅 Top Quartile Benchmark (70%) 📊 78th percentile overall 69th in Health Care sector Halozyme isnt your typical biotech. They monetize their drug delivery tech via royalty + licensing deals with big pharma creating a high-margin asset-light model that scales beautifully. Strengths: - High FCF margins - ROIC substantially WACC - Top quartile revenue per employee - 3/3 on profitability vs. industry (GM OM NPM) Worth keeping an eye on. 👀"
X Link 2025-11-02T14:03Z 2151 followers, XXX engagements

"$TDG carries over $30B in debt yet still grows EBITDA +14% YOY and generates $2B in Free Cash Flow. About XX% of that debt is fixed through 2029 letting TransDigm operate like a highly leveraged compounding machine using cheap debt to buy niche aerospace parts with strong pricing power"
X Link 2025-11-12T16:06Z 2151 followers, XXX engagements

"@InvestInAssets I see $MELI $FTNT $CPRT 👀"
X Link 2025-11-29T14:30Z 2153 followers, XXX engagements

"Ran the numbers on Ferrari $RACE ASP per Unit (cars + spare parts revenue total shipments). 2019: 289k 2020: 311k (+8%) 2021: 320k (+3%) 2022: 327k (+2%) 2023: 375k (+15%) 2024: 417k (+11%) ASP has climbed steadily with the last X yrs showing real pricing power 💪"
X Link 2025-12-01T14:00Z 2151 followers, 1730 engagements

"@SayNoToTrading This is giving me $TDG vibes whos the TransDigm of Italian supercar parts Haha"
X Link 2025-12-01T19:59Z 2151 followers, XXX engagements

"@amitisinvesting No $TOST 🤔"
X Link 2025-12-05T23:25Z 2154 followers, XXX engagements

"@chitchatstocks $ROL will always be #1 to this question"
X Link 2025-12-06T15:33Z 2152 followers, XXX engagements

"@Speedwell_LLC And now $VEEV has dumped $CRM and built their own. Ha. But he's very smart to learn from others"
X Link 2025-12-07T16:10Z 2153 followers, XXX engagements

"My buddy works in gaming and raised an interesting point about $APP - how much of AppLovins success (and risk) still depends on Apples rules around user attribution and privacy Curious what investors in $APP think about that platform dependency"
X Link 2025-12-07T23:36Z 2153 followers, XXX engagements

"@InvestInAssets Good list. Another one Rollins $ROL"
X Link 2025-12-08T00:46Z 2153 followers, XXX engagements

"@bobspaysubstack Nice list I own $MA of the group. Why $ADYEN over $TOST in your mind"
X Link 2025-12-08T16:55Z 2153 followers, XXX engagements

"@bobspaysubstack Very true Adyen is probably the safer bet with Toast having some intriguing international runway (should they so choose I think on of their latest IT decks has some details on their international TAM)"
X Link 2025-12-08T17:49Z 2152 followers, XX engagements

"Moat: Switching Costs 🔄 If its painful to leave customers stay. $ADBE Creative Cloud $SAP / $ORCL ERP $MSFT Azure Why it matters: Predictable revenue + pricing power. The sneakiest moat = switching costs. Its not love its lock-in. Ever tried moving an entire company off SAP or Adobe Exactly"
X Link 2025-11-06T17:00Z 2154 followers, XXX engagements

"$TYL 10-YR SBC Adj FCF Linearity is a thing of beauty. Probably one of the reasons why it is rarely "cheap.""
X Link 2025-12-04T15:57Z 2154 followers, XXX engagements

"Episode XX brewing. $TOST"
X Link 2025-12-07T16:16Z 2155 followers, XXX engagements

"On valuation sub $XX gets interesting for me personally. I used a blended approach to fit their unique business mix. I used DCF for the SaaS-like cash flow path EV/GP to anchor valuation to the economics of gross profit and forward EV/Sales as a fun cross-check. Those methods together gave me a fair value range of $XX to $XX (post linked below). On TSR the 2025 to 2027 math also screens well: a starting FCF yield near X% a forecasted FCF per share CAGR of about XX% (based on XX analysts forecasting $926M in 2027 FCF and 634M diluted shares that I adjusted for a -XXX% buyback yield) and an end"
X Link 2025-12-10T21:56Z 2154 followers, XXX engagements

"Did some digging on $TYL comparables 👇 Top X closest peers I found: X $IIIV smaller cap junior Tyler (justice public safety gov SaaS) X $ORCL big enterprise ERP sticky gov clients X $NOW SaaS workflows used in gov digital transformation"
X Link 2025-12-08T11:12Z 2156 followers, XXX engagements

"On the $POOL Q3 XX earnings call CEO Peter Arvan highlighted a new customer-facing app that allows orders to be completed outside the branch. Customers can: ✅ Tap to pay with a tablet in the yard ✅ Skip going inside entirely ✅ Get back to work faster Love what they're doing from a technology perspective"
X Link 2025-12-09T21:45Z 2156 followers, XXX engagements

"Follow up on R&D Efficiency. Using the same ratio from my XX Investing Metrics episode $TOST has consistently outperformed $XYZ on how much output they generate per $X of R&D. $TOST peaked at XXXX in 2022 and remains above X on a TTM basis. $XYZ peaked at XXXX in 2021 but has declined to XXXX TTM. $TOST is still converting R&D into meaningful product and revenue leverage while $XYZ efficiency has declined a bit the last few years"
X Link 2025-12-10T12:05Z 2156 followers, XXX engagements

"Im valuing $TOST using a hybrid approach that fits the business mix: DCF for the SaaS-like cash flow path and multiples anchored to gross profits (with a forward sales look for fun). Because Toasts historical multiples were set during a higher-growth era I normalized both the EV/GP and Forward EV/Sales ranges to get a more realistic fair value band. Full breakdown in Fridays Stock Spotlight deep dive"
X Link 2025-12-10T20:50Z 2156 followers, XXX engagements

"🚨 $MTN Q4 '25: Deeper Seasonal Loss Flat FY26 Guide Eyes on FY27 Reacceleration 🎿 Q4 '25 Results: 📈 Revenue: $271.29M vs. $273.69M est. (2.2% YOY XXXX% miss) 💰 EPS (GAAP): -$5.08 vs. -$4.74 est. (8.1% deeper loss YOY XXX% miss) Key Metrics: ⛷ North American Skier Visits (FY25): -X% YOY 🎫 Non-Pass Effective Ticket Price: +5.1% YOY Balance Sheet: 💰 Net Cash (Debt): -$2.75B 📉 Net Debt / EBITDA: 3.2x FY26 Guide: 📊 Net Income: $201M$276M (vs. $280M FY25 midpoint implies decline) 📊 Resort EBITDA: $842M$898M (flat to modest growth) Q4 results highlight the seasonal loss pattern and a slight"
X Link 2025-09-29T20:45Z 2156 followers, XXX engagements

"Badger Meter $BMI reports a single Selling Engineering & Administration (SEA) line item but also discloses R&D separately within the 10-K. Over the last five years SEA has declined from XX% of gross profits to now XX% as of FY XX. R&D has been stable at XX% of gross profit (23% of revenue) reflecting steady reinvestment in new meters sensors and SaaS. 👇"
X Link 2025-11-03T21:02Z 2156 followers, XXX engagements

"Water Utility Metering Penetration by Technology (2024) North America: 🔹 Manual: XX% 🔹 AMR: XX% 🔹 AMI: XX% Europe: 🔹 Manual: XX% 🔹 AMR: XX% 🔹 AMI: XX% Clear runway for $BMI as utilities modernize toward AMI. If they can capture more of Europe in the future watch out. Sources: Berg Insight & ResearchAndMarkets Smart Water Metering in Europe and North America 2025"
X Link 2025-11-05T21:30Z 2156 followers, XXX engagements

"Despite making a decent amount of bolt-on acquisitions it's impressive how consistent (and below industry avg/my benchmark) $BMI's goodwill has been over the last XX years as a % of total assets. Impressive. 👇"
X Link 2025-11-13T01:35Z 2156 followers, XXX engagements

"Couldn't resist - just started a small starter position in $ICE. Would love to see it get to the $130s range to build up a larger position. They are a high-quality infrastructure-style business with recurring revenue mission-critical data and a long runway as markets digitize"
X Link 2025-11-14T19:19Z 2156 followers, 1292 engagements

"$BMI Capital allocation priorities. Do you think this matches well with their business life cycle stage"
X Link 2025-11-18T14:42Z 2156 followers, XXX engagements

"💧Why are utilities moving from AMR AMI $BMI highlights a key reason: reducing costly truck rolls. AMI adoption rates are much higher in the U.S. than Europe an area where Badger Meter is still working to earn more share"
X Link 2025-11-26T01:40Z 2156 followers, XXX engagements

"📈 $BMI SBC-Adjusted FCF Linearity Over the last decade Badger Meters SBC-adjusted Free Cash Flow has climbed from $15M (2015) to $135M (2024) with a strong R of XXXX. Thats rare consistency for an industrial (tech) name showing FCF growth thats steady enough to model and plan around. #FCF #QualityStocks #Investing"
X Link 2025-11-26T14:39Z 2156 followers, XXX engagements

"$BMI TSR 2025-2029 Forecast 🟢 FCF per Share Growth: +10.2% Built off analyst estimates $231M FCF in 2029 assuming 30M diluted shares (0% buyback in line w/ 10-YR median) 🔴 Valuation Multiple: XXX% drag Current Forward EV/EBIT: XX modeled at XX in 2029 🔵 Dividend Yield: +0.85% Disciplined XX% payout ratio small bump in yield as multiples compress 👉 Net base case: 10%/yr over 5Y 👉 Range: XXX% TSR Quiet compounder in water utilities with steady bolt-ons as hidden upside. #QualityStocks"
X Link 2025-12-02T17:30Z 2156 followers, XXX engagements

"Took a closer look at Badger Meters $BMI Adjusted ROIC: 🧮 NOPAT Invested Capital 🏗 IC = (Assets Goodwill Excess Cash) + Debt (AP + Accruals) 💰 Excess Cash = Cash XX% of Current Liabilities The result ROIC climbed steadily from X% XX% in XX years. Thats world-class capital efficiency. Listen to Stock Spotlight podcast episode XX for a deep dive into this high quality company.🎧"
X Link 2025-12-03T13:40Z 2156 followers, XXX engagements

"$TOST EV/GP multiple has reset sharply to 12x TTM now below its 4-YR median of 16.3x and slightly above peers $XYZ 7.6x $FOUR 3.6x. But theres an important context check inherent in multiples: Toasts revenue growth has decelerated from XXX% XX% XX% XX% 26%. Historical averages get pulled up by periods of explosive growth and competitor comps can mislead because each player sits at a different stage of scale margin structure and reinvestment intensity. For Toast I'm using the following "normalized" EV/GP multiples moving forward: Conservative: 7-10x Base: 11-14x Bull: 15-18x"
X Link 2025-12-03T23:30Z 2156 followers, 1139 engagements

"Researching $TOST for my next Stock Spotlight episode and pulled a quick comp set: - Historical growth winner: $TOST at XXXX% 5-YR revenue and XXXX% 5-YR gross profit CAGR - Fastest forward growth winner: $FOUR with XXXX% revenue and XXXX% EBITDA growth rates expected - Valuation range is huge: EV/GP spans from $XYZ at XXX to $ADYEN at XXXX - $FISV looks cheap for a reason Ha. Screenshot includes conditional formatting for context. Full breakdown in upcoming episode"
X Link 2025-12-04T21:40Z 2156 followers, 1134 engagements

"How much SaaS is hiding inside the major payments players Using TTM data: $TOST XX% of revenue from SaaS but XX% of gross profit. Payments + SaaS hybrid. $FOUR XX% subscription revenue no GP breakout. Still payments-only economically. $XYZ XX% of revenue and XX% of gross profit from subscription/services. Another hybrid. $ADYEN X% SaaS. Pure global payments processor"
X Link 2025-12-06T20:23Z 2156 followers, 13.1K engagements

"Anyone else watching $MTN earnings tomorrow 👀"
X Link 2025-12-10T06:12Z 2156 followers, XXX engagements

"For my $TOST deep dive I looked at long-term R&D trends vs $XYZ. On an absolute basis $XYZ has scaled R&D from about $200M in 2015 to roughly $3B TTM while $TOST has moved from about $64M in 2019 to about $370M TTM. As a % of revenue $XYZ has been consistently in the XX% to XX% range for a decade. $TOST peaked near XX% in 2020 but has trended toward X% to XX% since"
X Link 2025-12-10T11:56Z 2156 followers, XXX engagements

"$VEEV is now approaching its 5-YR 200W EMA at $XXXXXX a level that often acts as long term support but one this stock has broken multiple times in prior cycles. Theyll be my deep dive after Toast as I dig into whether this pullback is just another reset or something more structural in the fundamentals"
X Link 2025-12-10T18:38Z 2156 followers, XXX engagements

"One KPI I track for $SPGI: Total Billed Issuance Ratings is still a major driver of operating profit. Issuance tells you how much debt capital is being raised directly impacts Ratings revenue. 2024: $3.9T (+54% YOY vs $2.4T in 2019). Cyclical but critical for quarterly swings"
X Link 2025-12-06T20:29Z 2156 followers, XXX engagements

"$BMI long-term Capex % Revenue trend is a beauty as they transition to a larger mix of software sales. 👇 Check out Episode XX of the Stock Spotlight podcast for the full deep dive on this industrial tech"
X Link 2025-12-11T21:00Z 2156 followers, XXX engagements

"Thanks for the follow right back at ya. Good questions. On the DCF the $926M I used for 2027 implies an unadjusted FCF margin of XX% on the $8.77B revenue forecast. If you adjust for SBC it drops lower since SBC is still XX% of TTM OCF (although now X% of revenue). You mentioned XX% as a mature margin and I think that's reasonable long-term maybe even XX% as they have high FCF conversion potential (209% TTM). On blended valuation you can absolutely weight the methods. In my quick post I treated them equally but Toast is a case where EV to GP or forward EV to sales arguably deserves more"
X Link 2025-12-11T22:50Z 2156 followers, XX engagements

"Skier visits in NA: 75M in FY14 78M in FY24. Thats XX years for 3m more skier days. $MTN wants to create loyalty in low growth industry. But can they actually make the pie bigger or just charge more for the same pie"
X Link 2025-10-14T22:30Z 2156 followers, 1218 engagements

"💧 Utilities cant bill without meters. Badger Meter $BMI = the cash register Badger Meters metering systems are how utilities measure and bill for water usage without them theres no accurate way to generate revenue. That makes meters essential infrastructure not a nice-to-have. My type of business"
X Link 2025-11-14T16:19Z 2156 followers, XXX engagements

"@KyleAdamsStocks Been researching $TOST $ALGN"
X Link 2025-11-29T14:31Z 2156 followers, XXX engagements

"@BourbonCap Researching $TOST right now and $FOUR certainly looks like an intriguing alternative (similar growth better valuation). Both might be long-term winners though"
X Link 2025-12-04T21:59Z 2156 followers, 1168 engagements

"Pulling more data for my upcoming $TOST episode and looked at Revenue Per Employee over time. The trend is strong. They have climbed from about $538K in 2021 to roughly $1.03M TTM now sitting above my sector top quartile benchmark of about $891K. They are also far ahead of the broader NYU database industry average of about $65K. This scaling signals improving operating leverage as the platform matures"
X Link 2025-12-05T14:30Z 2156 followers, XXX engagements

"@Speedwell_LLC That quote also explains why $TOST has a higher valuation lol"
X Link 2025-12-09T03:20Z 2156 followers, XXX engagements

"From what I can piece together (EPA GAO AWWA) utilities spend most on people energy pipes and only about XX% on meters. But that tiny line item directly powers XXX% of billing. Thats why I believe Badger Meter $BMI is quietly indispensable"
X Link 2025-12-09T17:30Z 2156 followers, XXX engagements

"🚨 $MTN Q1 '26: Winter is comingbut growth still waiting 🎿Q1 '26: Revenue: $271M vs. $273M est. (-0.9%) EPS: $XXXX vs. $XXXX est. (+0.8%) Net loss: $187M Resort EBITDA: $139.7M (flat YOY) Season pass: X% units +3% revenue Unit decline from CO/UT/Tahoe 🎿FY '26 Key Updates: Guidance reaffirmed: $842M-$898M Resort EBITDA Capital plan: $234M-$239M spend across lifts lodging & digital Q1 is always loss-making but FY26 CapEx and new pricing strategy aims to re accelerate growth in FY27+. One I'm keeping my eye on into next year"
X Link 2025-12-10T22:12Z 2156 followers, XXX engagements

"Looking at customer sentiment for my Toast research. Loyalty: $FOUR leads at XX% followed by $ADYEN at XX% and $TOST at 78%. NPS: $XYZ leads at +26 followed by $ADYEN at +25 and $TOST at +24. Then a big drop to $FISV at -XX and $FOUR at -XX. The Shift4 spread stands out. High loyalty with a negative NPS typically means customers rely on the product but are not enthusiastic advocates. What do you make of it"
X Link 2025-12-12T03:57Z 2156 followers, XXX engagements