@jszhang0912 Avatar @jszhang0912 Guinea Value Investments

Guinea Value Investments posts on X about $eeft, debt, $aesi, dividend 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 countries 94.07% finance 42.37% stocks 37.29% cryptocurrencies 5.08% automotive brands 1.69% currencies 0.85% exchanges 0.85% technology brands 0.85%

Social topic influence $eeft 12.71%, debt #2651, $aesi 6.78%, dividend 6.78%, if you 5.08%, in the 5.08%, $fisv #4, business 4.24%, $cvna 3.39%, $fi 3.39%

Top accounts mentioned or mentioned by @aggiecapitalist @sammythenose @jonrice80 @west4thstreet @tomsmith839 @p14capital @countryroadr @invertedfragil1 @bobspaysubstack @valuedontlie @jimmcmullenkc1 @sandatlas @valuemaverick @teabagcapital @jonathanggeorge @orrdavid @guyimpatient @compound248 @johnhuber72 @dirtcheapstocks

Top assets mentioned Euronet Worldwide Inc (EEFT) Atlas Energy Solutions Inc. (AESI) Fiserv Inc (FISV) Carvana Co. (CVNA) Fiserv, Inc. (FI) Flywire Corporation (FLYW) Humana Inc (HUM) Celanese Corporation (CE) NCR Atleos Corporation (NATL) Hertz Network (HTZ) NOW INC. (DNOW) Western Union Co (WU) WEX (WEX) ArcBest Corporation (ARCB) TFI International Inc. (TFII) Tesla, Inc. (TSLA) Garrett Motion Inc. Common Stock (GTX) 2131KOBUSHIDE (21) 4 (FOUR) Block, Inc. (XYZ) Toast, Inc. (TOST)

Top Social Posts

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

"In retrospect many of my past investment mistakes can be summed up by this paragraph. This is all so beautifully laid out. From someone who I deeply respect. Will pin this to constantly remind myself"
X Link 2025-12-16T21:01Z [---] followers, [----] engagements

"Nice $ARCB thesis & that $TFII was a potential buyer at $120/s. Also funny to find these transportation related names seem to be trading at liquidation value right now. The 82% unionized LTL labor force is a major minus on top of 20-30% excess capacity. Still prefers $HTLD"
X Link 2025-12-28T21:53Z [---] followers, [----] engagements

"Nice article on $BOLSAA. The other exchanges such as Euronext at 15xPE and Singapore Exchange at 19x back then have both basically doubled while BOLSAA is still treading water. SIC and Indeval are the crown jewels of this exchange. https://mokapucapital.com/grupo-bmv-south-of-the-border/ https://mokapucapital.com/grupo-bmv-south-of-the-border/"
X Link 2026-01-18T01:41Z [---] followers, [---] engagements

"If one focuses on EV/UFCF then it does seem at a similarly undemanding valuation level $FLYW has the best product loved by customers best growth profile (and levers to pull for future growth) and the best balance sheet. And this was at $14.5/share when GS did the analysis"
X Link 2026-02-06T17:28Z [---] followers, [---] engagements

"Our updated view on $FISV post-earnings. Compared to the earnings release we believe the recent executive hires are more important for long-term investors and we lay out our thesis below: https://jingshu.substack.com/p/the-untold-story-behind-fiservs-earnings https://jingshu.substack.com/p/the-untold-story-behind-fiservs-earnings"
X Link 2026-02-10T20:44Z [---] followers, [---] engagements

"Shocking value destruction under Lori -- acquisition at the top of the cycle leading to massive debt necessitating years of underinvestment still 4.1x levered by YE [----]. This company probably needs to issue substantial equity to expedite debt paydown at some point. $CE"
X Link 2025-11-19T02:48Z [---] followers, [----] engagements

"@Valuemaverick @compound248 @JohnHuber72 Truly epic. Performance quite resilient even after his retirement in [----] it seems"
X Link 2026-02-15T04:26Z [---] followers, [---] engagements

"@Valuemaverick @compound248 @JohnHuber72 I find one of the more difficult things in investing is to do nothing. So much new information coming at us everyday so many actions from our peers its hard to sit on our ass and just watch the capital compound. If you have a way to deal with this please kindly share"
X Link 2026-02-15T18:46Z [---] followers, [--] engagements

"@fly4dat @TroyTeslike I'm a Tesla bear yes but this quarterly number really impressed me. Sometimes you have to salute to even your enemies when they are pulling off a great quarter like this"
X Link 2021-04-02T15:12Z [---] followers, [--] engagements

"@Prof_heist This is the silliest shitshow after Bill Hwang's $GSX/$GOTU -- $CVNA is a piece of junk that is an indubitable ultimate disaster waiting to happen"
X Link 2024-07-16T16:08Z [---] followers, [---] engagements

"@dirtcheapstocks @AlbRt23 A natural follow up question is why does that someone want to sell if she has just the most basic accounting training"
X Link 2024-09-16T21:52Z [---] followers, [---] engagements

"@CountryRoadR @invertedfragil1 @AggieCapitalist I think for $PHIN it's the same. I have $GTX guiding for 300mm-350mm FCF in [--] $2bil mkt 70% capital returned to shareholders (10% mkt cap). PHIN is guiding for $180mm FCF on $2.1 bil mkt cap with a % chance it gets acquired which one's the better bet I'm still not sure"
X Link 2025-02-22T15:18Z [---] followers, [---] engagements

"@SFarringtonBKC @WatervilleCap FWIW I was at $WERN's HQ today driving their simulator lol. On liquidation price for selling is actually bouncing back because of tariff fear. $HTLD's age for both trucks and trailers are both lengthening as a result of sell/buy imbalance and at some point needs inversion imho"
X Link 2025-05-01T20:29Z [---] followers, [---] engagements

"@west4thstreet @jonrice80 Rick very talented. Look at the convertible deal they did the buyback closing the day at $97/share resulting in cheaper financing costs the covered call to minimize dilution etc etc. These are talented capital allocators. Buying back stocks back then was the right thing $EEFT"
X Link 2025-10-27T19:32Z [---] followers, [---] engagements

"@JerryCap Because the market wont tolerate another upset like this one you can assume that any human being with the right psychological condition would reset the expectations as low as possible for a subsequent beat. We shall see. $FI"
X Link 2025-11-01T18:24Z [---] followers, [---] engagements

"6). $FI for me is probably the most visceral lesson on what it means that "culture eats strategy for breakfast" and makes me understand what Buffett really means that only if you treat your employees well will they treat the end customers well"
X Link 2025-11-01T22:18Z [---] followers, [---] engagements

"@nachunja Your comment sounds a little extreme. Can you please explain based on the quarterly GPV figure between $FI $TOST $FOUR and $XYZ"
X Link 2025-11-02T15:44Z [---] followers, [----] engagements

"@ZmansEnrgyBrain Probably difficult for $AESI to allocate energy and attention span given their power gen foray. It also trades at something like 8.5x forward consensus [----] EBITDA although that number is probably near-trough"
X Link 2025-12-07T16:55Z [---] followers, [---] engagements

"@P14Capital I think Mike made it quite clear on the Northland call that they are going to hold several half/entire day investor events in [----]. But I doubt that will help though. Ultimately the buyer of a company is itself $EEFT"
X Link 2026-01-13T20:43Z [---] followers, [---] engagements

"@TomSmith839 I think the bulls will say well look at $TOSTs terminated relationship with jumbo juice thats how hard it is for toast to move upmarket. But agree with you I just dont know how to value $PAR"
X Link 2026-01-14T19:55Z [---] followers, [---] engagements

"@Lycanbull Sumitomo Mitsui is the 2nd largest bank in Japan with unparalleled distribution prowess and in terms of asset size it's on par with $WFC and $C. Yet the market simply yawned at Fiserv entering Japan through such a powerful channel. Incredible. $FISV"
X Link 2026-01-21T20:17Z [---] followers, [---] engagements

"@Sammy_the_Nose Interesting to see Fiserv's better than the average on all metrics except for 3Yr CAGR of sales. Didn't realize Corpay's FCF margin was this high"
X Link 2026-01-29T23:08Z [---] followers, [--] engagements

"@TeaBagCapital @absreturnchaser Not sure what "small disposal" means here They sold DIY at 8x EBITDA (greater than company multiple) and are planning to sell specialty right now. If they can't sell wholesale selling Europe and retaining NA gem and use proceeds to buy back share will be golden for shareholders"
X Link 2026-01-31T00:35Z [---] followers, [--] engagements

"@Sammy_the_Nose Last month in a town hall meeting Mike Lyons basically said Frank did nothing over the last three years (except layoff at Christmas) if he also doesnt do anything at IRS (and not sure if there are a lot to fire there) hes gonna be a blessing for tax evaders $FISV"
X Link 2026-01-31T22:45Z [---] followers, [---] engagements

"@bobspaysubstack I find it very difficult to agree with your assessment that FOUR is of higher quality than FISV. If anything I think FOUR is a highly levered ticking time bomb waiting to explode in a competitive market. Not sure how much will be left for equity holders when it explodes"
X Link 2026-02-03T15:17Z [---] followers, [---] engagements

"@StanphylCap Check out $FISV's chart from last November. I think that was even more oversold"
X Link 2026-02-04T00:11Z [---] followers, [----] engagements

"@TaylorStCap @AggieCapitalist @CalvinValue @AKWilk This one is not Jon but I have pointed out the SBC part to them repeatedly in the past. I know it's painful but TBH they deserve this blow-up because there is a serious blind-spot in their investment worldview. But $FLYW is trading at 9xEV/2027 FCF ex-SBC it is dirt cheap"
X Link 2026-02-10T03:35Z [---] followers, [---] engagements

"@dirtcheapbanks Not sure what does "near current prices" mean thought the ESOP was at something like $10/share the IPO price no"
X Link 2026-02-10T04:35Z [---] followers, [--] engagements

"@LowAlphaHighVol Ill give you one thats much better than FengHe Qinyuan. Only Chinese fund I ever invested in. 60% net exposure never a double digit drawdown 20%+ net return over [--] years. One of the two best investors that I know (and invested with). The other one is David Orr"
X Link 2026-02-11T12:15Z [---] followers, [---] engagements

"@valuedontlie I remember you looked at Solstice. I took a look as well but hard to underwrite a bullish thesis except it has some AI beta/hype"
X Link 2026-02-12T00:38Z [---] followers, [---] engagements

"@RevelationsLP @P14Capital The margin in money transfer wasn't that bad if you exclude the one-time consulting/restructuring fees of 20mm it's about flat (and 40mm run-rate savings going forward). 15%+FCF BBB B/S assets that can be monetized to arbi value owner operator I can't convince myself to sell"
X Link 2026-02-12T21:21Z [---] followers, [--] engagements

"@P14Capital @jimmcmullenkc1 Theyve been through tougher times. Down 90% in [--] and Mike turned it around in [--] years to EBITDA positive; down 80% in [----] with big leverage and they bounced back and deleveraged and turned RIA into the 2nd largest player. Reading those earlier annual letters helped me. $EEFT"
X Link 2026-02-13T16:50Z [---] followers, [--] engagements

"@TomSmith839 @P14Capital @jimmcmullenkc1 They spent almost 100% of earnings on buyback last year. Hard to do anything better than that I guess. I think the value accretive move will be monetize some of the secularly declining assets and use the proceeds to buy back shares at 4xEBITDA. But Mike may not want to do that"
X Link 2026-02-13T17:51Z [---] followers, [--] engagements

"@jimmcmullenkc1 @TomSmith839 @P14Capital I just had a call with Mike. FWIW he told me Mike Massaro the CEO of $FLYW sent him a message post earnings: "Great results. Market is crazy. Honestly Mind blowing". He said "And Depressing". Massaro: "100%". Stablecoin is not the concern now it's AI LMAO"
X Link 2026-02-13T18:34Z [---] followers, [---] engagements

"@Sammy_the_Nose I remember this being a business case study when I was at school sorta cheap and students werent really interested Looks like a chart of EEFT or GPN from [----] to [----] #facepalm"
X Link 2026-02-15T22:30Z [---] followers, [--] engagements

"@Sammy_the_Nose I know you like this name buddy but the more I do research into the payment space the more I feel like this is a melting ice-cube. I'd feel a lot more comfortable if they consistently chip away debt and focus every extra dollar on product innovation (vs. buyback). $GPN"
X Link 2026-02-04T00:09Z [---] followers, [---] engagements

"@TomSmith839 @mike_chambers I do find it uncanny $NATL's stock price is so strong maybe people found faith in Alta Fox's research but with 100mm less EBITDA and half of $EEFT's FCF the fact both have the same market cap while EEFT has substantially less net debt means the valuation gap is BS"
X Link 2026-02-04T01:35Z [---] followers, [---] engagements

"@valuedontlie It used to be a 20%+ FCF yield company trading at about 30-40/share for years very little debt (now 2.9x) and repurchases shares like crazy. I know it because I held it for years and sold because my patience ran out and then the stock rockets upward into stratosphere $ALSN"
X Link 2026-02-07T22:50Z [---] followers, [---] engagements

"@treexAdair Expanding their membership by 25% into this environment is idiotic. Its not just about the policy its about poor judgment. $HUM Jim Rechtin is not from an insurance background and it seems hes messing it up big time. A CEO change would be great"
X Link 2026-02-11T12:31Z [---] followers, [--] engagements

"@baiming_ @TomSmith839 And should probably sell the ATM business to $NATL"
X Link 2026-02-12T15:10Z [---] followers, [--] engagements

"@jonathanGgeorge @pulte Thank you for the comment. Do you think their homes are of comparable or even higher quality compared to their competitors"
X Link 2026-02-15T20:43Z [---] followers, [--] engagements

"@Finsee_main The market doesnt seem to be shocked at all given the consumer sentiment and rate environment"
X Link 2026-02-15T20:45Z [---] followers, [--] engagements

"@buddy_barker @ConsensusGurus Whats your view on Sheryls goal of delivering 20K homes by [----] Theyre guiding 11K in [--] and consensus has less than 12K for 27"
X Link 2026-02-15T20:45Z [---] followers, [--] engagements

"@michaeljburry With all due respect this is really poorly written. You have not even gotten the facts right such as who made the First Data acquisition. I was a huge fan of yours but your lack-of-depth analysis of $MOH and $FISV disillusioned me"
X Link 2026-02-15T22:36Z [---] followers, [---] engagements

"@WallStCynic Sigh Sadly you chose to short your own country (China exposure reduced to 20%) a country with the best long term equity performance which as a Chinese myself I greatly respect and admire and which has the best capitalist system and corporate governance on a global basis"
X Link 2024-01-23T19:24Z [---] followers, [---] engagements

"@evantindell Any chance you might be interested in taking a look at $CABO Personally think might be a better risk adjusted return play"
X Link 2024-04-03T18:10Z [---] followers, [---] engagements

"1). Based on today's close $CVNA is valued at $24.8b fully diluted. Assuming by [----] it generates a $15b revenue and sports a net margin higher than $KMX at 5% that's 750mm net profit or 33x PE for an auto dealer (it was still unprofitable this past quarter organically)"
X Link 2024-05-07T20:49Z [---] followers, [---] engagements

"3). Went back and listened to this guy's bullish talk on $CVNA back in [----]. Amazed at how wrong he was (especially on collapsing route density and lowering transportation costs through hub-and-spoke) even more puzzled that he did not seem bankruptcy was a risk at all"
X Link 2024-05-07T20:58Z [---] followers, [---] engagements

"@blue_chip1 It's fascinating -- $BBBY's mgmt didn't care in a squeeze and it went bankrupt; $AMC's mgmt didn't have that much skin in the game so they issued new shares; $CVNA's mgmt had all the skin in the game so they said they'd naturally delever to hold up the price so they can unload"
X Link 2024-05-23T02:07Z [---] followers, [---] engagements

"@CapitalVoss @jonrice80 @taylor_hndrson Great quarter & congrats. Have to say still not a big fan of $ALTG. Net debt (exclude floorplan) 650mm adj EBITDA ttm 185mm 292mm market cap 3.5x net debt/EBITDA 5.1xEV/EBITDA (not 4x.) mgmt touting "FCF from operations" of 20%(excuse me) P&S/sales % going the wrong way"
X Link 2024-05-25T23:55Z [---] followers, [---] engagements

"@AggieCapitalist And Garcia can't wait to unload his shares. This is the craziest crook story I have seen for a while and their tailwind from the $HTZ liquidation will disappear in Q4 [--]. Next year's lapping will be ugly"
X Link 2024-07-31T21:04Z [---] followers, [---] engagements

"$CVNA guides to $1-1.2bil adj EBITDA. 1Q 235mm 2Q 355mm so on average for 3-4Q generates 255mm adj EBITDA per quarter. Becomes tougher as the tailwind from $HTZ fire-sale runs out and comps will tell you whether a used car dealer at [--] plus EBITDA (and 150x PE) makes sense"
X Link 2024-07-31T21:22Z [---] followers, [---] engagements

"Although a fan of Michael Brown overall not particularly upbeat with the rapid net debt growth at $EEFT. Adj EBITDA (excluding share based comp) would come in at 600mm in [----] and that means in two years net debt/adj EBITDA has gone from less than 1x to 1.67x"
X Link 2024-08-17T01:59Z [---] followers, [---] engagements

"@evantindell @businessbrewpod I recall listening to his investor call in [----] and he was adamant Sears was a generational opportunity. Once I thought he was a good investor(and St Joe was quite a decent bet) but what happened with Sears and Seritage casts doubt on that belief"
X Link 2024-08-17T14:47Z [---] followers, [---] engagements

"We have held PDD since March [----] and it has been a 3-bagger for us thus far. Below is our updated thoughts on $PDD after earnings. We believe the market sentiment was overplayed and PDD represents an attractive investment opportunity. https://jingshu.substack.com/p/our-updated-thoughts-on-pdd https://jingshu.substack.com/p/our-updated-thoughts-on-pdd"
X Link 2024-08-30T15:24Z [---] followers, [----] engagements

"@HiddenValueGems 2). And no dividend or buyback Its literally buying back shares every single day And its C team said they would buy back shares all day long Wonder how someone like you can have 18K followers. You have zero basic knowledge of the business and analytical acumen"
X Link 2024-09-14T15:13Z [---] followers, [---] engagements

"@dirtcheapstocks Though no cashflow statement you can infer FCF for that year was horrific with debt tripled and inventory increased more than $1mm. You can still find tons of such businesses in the Hongkong market except with even better FCF and possibly higher dividend yield"
X Link 2024-10-07T21:04Z [---] followers, [----] engagements

"1). Since Lori Ryerkerk took over Celanese ($CE) in May [----] the stock has been a major disappointment. Not to compare it with S&P [---] (which is up 91%) its performance of -2%/annum is worse than parking cash in a bank"
X Link 2024-11-06T21:58Z [---] followers, [---] engagements

"5). Clearlake has a natural advantage in cost and Celanese still has a good sales culture coupled with a flexible integrated model but having seen what happened in the last five years I believe Lori is neither a good allocator or an operator and she should go. Activist alert"
X Link 2024-11-06T22:12Z [---] followers, [---] engagements

"@AggieCapitalist Practically how do you take advantage of this I think most of us value investors know its a bubble and at some point it will burst but its a cult stock with strong momentum and high IV. May I ask how do you and your team express your bearish view on the stock $TSLA"
X Link 2024-11-09T14:51Z [---] followers, [--] engagements

"@GilesCapital @SFarringtonBKC @JustValue48 @dungeoninvest @Noahpinion @InvestInJapan @QuipusCapital @ReneSellmann @PrivateBrief @gbc_it @jaldina1 @Quality_stocksA @SanjHA3 Thank you a lot for the mention Not a big deal at all but the industrial cycle (imho) is more global and a larger chunk of our positions are actually in the US. Thanks again and happy new year"
X Link 2025-01-02T17:04Z [---] followers, [---] engagements

"@orrdavid @AduenamCap Were you long CVNA or short it (The loss of -1% sth)"
X Link 2025-02-01T04:25Z [---] followers, [----] engagements

"@jonrice80 Totally. Haven't sold a share. Even on the ATM stuff the recent spinoff $NATL -- bulls are arguing for ATMaaS now and saying it should enjoy a higher multiple. but hey $EEFT just acquired a bunch of ATM assets from Swedbank and their ATM operations is valued close to a [--] "
X Link 2025-02-15T04:51Z [---] followers, [---] engagements

"@AggieCapitalist Hopefully the acquisition multiple is a bit higher than 7x at the midpoint. even MoneyGram got a multiple much higher than that and 50% upside at $24/share was where the stock traded back in [----] and they have since bought back 10%+ shares outstanding"
X Link 2025-02-22T03:52Z [---] followers, [---] engagements

"@CountryRoadR @invertedfragil1 @AggieCapitalist Thx for the response. I can't DM you so pls bear with my response. I discussed $PLYA with Voss I sold $PLYA for $ATAT and $HTHT and did okay (the former doubled and the second up 40%) cuz I don't like $PLYA's capital intensity the hurricanes and a levered B/S"
X Link 2025-02-22T15:13Z [---] followers, [---] engagements

"@CountryRoadR @invertedfragil1 @AggieCapitalist If given another chance would I risk my/my clients' capital based on another party's (ie Hyatt) decision If the deal does not happen guided OCF 250mm cash tax 25mm capex (w/ value enhancing) 110mm cash interest 95mm leaving 20mm discretionary FCF on a $1 bil market cap"
X Link 2025-02-22T15:16Z [---] followers, [---] engagements

"@AggieCapitalist $HTLD. 1). CFO just talked on JPM Industrial Conference saying he's never more optimistic in the last [--] years. 4th year in a down cycle clear signs of cycle turning (turning down more cargos per week) consecutive debt reduction from $500mm to $200mm despite macro headwinds"
X Link 2025-03-13T02:24Z [---] followers, [----] engagements

"@invertedfragil1 @CountryRoadR @AggieCapitalist Not sure if you guys took a look at $PHINs parent $BWA Higher OPM segments higher FCF yield at current price (6 bil mkt cap) and possibly higher growth potential why isnt this a good/better buy Thoughts"
X Link 2025-03-13T21:24Z [---] followers, [---] engagements

"@Mr_Neutral_Man Would you take a fresh look at $ASH now Specialty chemical traded at 9-12x last decade. Ash at 8.6x and 10% FCF yield. Arguably better portfolio now and reasonable leverage"
X Link 2025-03-20T04:45Z [---] followers, [---] engagements

"Sharing one of our recently added portfolio holding taking advantage of the tariff-related sell-off: 5x PE 15% dividend yield 20%+ mkt cap in cash dominant player in a niche market one of the finest management teams we have met. Hope you will enjoy: https://jingshu.substack.com/p/a-global-invisible-niche-market-leader https://jingshu.substack.com/p/a-global-invisible-niche-market-leader"
X Link 2025-04-14T00:47Z [---] followers, [---] engagements

"@AggieCapitalist A year ago $IMXI was also trading at double digit FCF yield and a year later its not even providing guidance and utterly collapsed. Im long $EEFT but just think the market is not that stupid and making money is probably not that easy"
X Link 2025-06-20T23:56Z [---] followers, [---] engagements

"@beer_camus @valuedontlie Its an all stock deal. I think it makes a lot of strategic sense given both $MRC and $DNOW are subscale and the combined entity can both extract cost efficiencies and harness bigger bargaining power"
X Link 2025-07-06T18:22Z [---] followers, [---] engagements

"@SayNoToTrading The rates do adjust on an annualized basis however its not as fast you would hope its not a one step function it takes multiple quarters to gradually reset the rates hence the street being the street is inpatient with waiting. $hum $unh $elv"
X Link 2025-07-18T23:26Z [---] followers, [----] engagements

"@_inpractise Thank you for sharing but some numbers need to be updated. The age of truck fleet is now [---] years and operating ratio is north of 106%. $HTLD I am long this company though and think it's grossly undervalued just don't think these quotes are recent"
X Link 2025-07-24T20:40Z [---] followers, [---] engagements

"@MoatlessCapital @evrgn11112231 @GrahamDuncanNYC Love the back-and-forth. You may want to check out another stock $AR -- Klarman bought it at $20/share held until it went down 95% to $1/share sold and the stock went up 50x [--] years after he sold. Klarman is good with theory but his recent track record is not stellar"
X Link 2025-08-01T04:16Z [---] followers, [---] engagements

"@AggieCapitalist Base on Michaels estimate (talked with him [--] weeks ago) $IMXI has an EBITDA of 70mm so its really more like 6.5x EBITDA. Probably makes your point even stronger that $EEFT is really undervalued (and growing not shrinking)"
X Link 2025-08-11T15:18Z [---] followers, [---] engagements

"Interesting that OPEC tried but failed to hit its quota in July. Oil supply is more constrained than one would think and oil price needs to be higher to incentivize production"
X Link 2025-08-21T17:49Z [---] followers, [----] engagements

"@zoomyzoomm Huh I recall he mentioned that his 00-07 performance was 30% CAGR thats why lots of investors chased him. Doesnt seem to be the case here at least Reysas worked out in spades"
X Link 2025-08-23T18:03Z [---] followers, [----] engagements

"@orrdavid Dont get me wrong I like the stock thats why I studied it all night lol. Also I respect your work. Thank u for sharing. Check out HK833 12% dividend yield at 0.33x book value or HK229 13% div yield and a net-net. Both are probably less cyclical in terms of FCF generation"
X Link 2025-08-24T05:19Z [---] followers, [---] engagements

"@orrdavid Understood. Maybe check out Komelon Corp from Korea sticky product and strong brand name coupled with excellent margin and good free cashflow net-net trading at 0.41xPB fulfilling your requirements. Lemme know if you swing by NYC would love to catch up in person"
X Link 2025-08-24T05:33Z [---] followers, [---] engagements

"@calvinblissett @nicholasp66 This is from the Bibel letter He also mentioned outsourced RCM has been growing 12%/annum for a decade I just don't see it anywhere close to that from $CCLD's financials. The source (Victory RCM) Bibel quoted does not have source itself so I'd take the #'s with a grain of salt"
X Link 2025-10-01T02:08Z [---] followers, [---] engagements

"@FeatherFund @danielgladis Thank you for the response. I think this Ningi Research short report has some depth in it: It's not really an easy to understand business although financially it looks really cheap I guess. $MRX https://ningiresearch.com/wp-content/uploads/Marex-Group-plc-NASDAQ-MRX-Financial-House-Of-Cards.pdf https://ningiresearch.com/wp-content/uploads/Marex-Group-plc-NASDAQ-MRX-Financial-House-Of-Cards.pdf"
X Link 2025-10-05T01:15Z [---] followers, [---] engagements

"@Sammy_the_Nose I think the market is putting them in the $WU category underwriting negative/no growth. The risk on the short side is that REN is unleashing a powerful platform of functionalities spearheaded by rail agnostic Dandelion. Takes time for that part to grow though"
X Link 2025-10-08T14:30Z [---] followers, [---] engagements

"@ChrisPavese I don't think many people realize how much of $FIS's adj EPS is add back of recurring restructuring expenses while $FI's add back is mostly legit amortization. The actual forward PE differential is actually greater than a half turn here :)"
X Link 2025-10-16T19:21Z [---] followers, [---] engagements

"@sand_atlas We are upset that Chris Scholla left the company days before the release of your Q3 earnings. He was paid well and treated well and should not have done something of this flavor to the company and supporting shareholders. Also pls cut your dividend and start buyback. $AESI"
X Link 2025-10-23T00:05Z [---] followers, [---] engagements

"@irbezek @deyhatemetoo Understood. Thank you for the response Ian. Have you engaged with their management team before and perhaps any rationale regarding why they are not returning any capital back to shareholders"
X Link 2025-10-26T16:40Z [---] followers, [---] engagements

"@west4thstreet @jonrice80 This is a bit backward looking though. Mike even borrowed $20mm against the stock at $119/share several years ago thinking the stock would be worth considerably more by now. $CCRD brings credit solutions to $EEFT and what it lacks is distribution which EEFT provides in spades"
X Link 2025-10-27T19:27Z [---] followers, [---] engagements

"@west4thstreet @jonrice80 Issuer tech may be commoditized but client relationship is not. Usually it takes [--] months to sell the credit solutions but I won't be surprised if $EEFT closes something within [--] months. Fingers crossed the deal goes through tomorrow. Will be quite accretive for them"
X Link 2025-10-27T19:28Z [---] followers, [---] engagements

"@west4thstreet @jonrice80 Mike is a Sicilian and as he said Sicilians get things even without getting mad. Take a look at this company's history from [----] (IPO) to [----] and how he turned the ship around and you'd be surprised how resilient he is. In Michael Brown I trust. $EEFT"
X Link 2025-10-27T19:30Z [---] followers, [---] engagements

"@west4thstreet @jonrice80 You're right about the age comment (they're older) but Michael is fighting another day telling his wife he needs to make whole of smaller shareholders like us. That fiduciary gene is laudable. He's doing lots of things right look at merchant acquiring REN and Dandelion $EEFT"
X Link 2025-10-27T19:38Z [---] followers, [---] engagements

"@DanielSeyde @west4thstreet @jonrice80 TBH Michael could buy back the ENTIRE $EEFT by the 2032-2033 time frame using the FCF generated and enjoy a $600mm/yr FCF all to himself after that and by then REN/Dandelion/Corecard segment would be $0.5B run-rate revenue. Let's face it the valuation is just stupid"
X Link 2025-10-27T23:11Z [---] followers, [---] engagements

"@P14Capital Mike can buy back this whole thing with the cashflow of next 6-7 years and after it's privatized Mike can enjoy all that FCF in the future. Insane. They have successfully transformed themselves multiple times and I think this time they will do it again. $EEFT"
X Link 2025-11-03T23:53Z [---] followers, [---] engagements

"@ThereWillBeQE @GuyImpatient @stocksonnets I pray to God he does not. net debt increased $70mm in 1Q from $450mm to $520. "Don't try to be a hero just get to the other side" -- Scott Sheffield at Pioneer Natural Resources"
X Link 2025-11-04T01:21Z [---] followers, [--] engagements

"@AggieCapitalist @The_Pro_Invest Usually I'd try to find some argument against your thesis just to play devil's advocate but this time fvck the market I'm buying the fvck out of this thing $EEFT"
X Link 2025-11-05T15:40Z [---] followers, [---] engagements

"@Greg_HusbandTN @sand_atlas @bmbrigham The sand price was crushed and the macro is horrible -- do you want a dividend stream with a stock that ultimately ends up a zero or do you want a protected balance sheet that will emerge stronger on the other side of the cycle $AESI"
X Link 2025-11-12T23:49Z [---] followers, [---] engagements

"@GuyImpatient I see. I guess "commodity product" and "capital intensive" characterizes all commodity businesses frac sand companies went bankrupt because they're higher cost and when you have $AESI go from 15% to 35% market share it naturally means a lot of weaklings die out"
X Link 2025-11-13T01:07Z [---] followers, [---] engagements

"@GuyImpatient Yeah I'd probably just point out that $AESI has a relatively conservative balance sheet"
X Link 2025-11-13T01:19Z [---] followers, [---] engagements

"@sand_atlas I think its about time for you to announce the 240MW PPA by this point dont you think Shouldnt take that long to nail this deal no $AESI"
X Link 2025-11-19T21:03Z [---] followers, [---] engagements

"@ZmansEnrgyBrain May I ask why you say sand capacity is tightening From what I heard thus far in Q4 sand price is at $18-19/ton Also I think GS is modeling trucking margin lower than Q3 [--] which is already lower than [----]. $AESI"
X Link 2025-11-22T03:15Z [---] followers, [---] engagements

"@FASTGraphs A lot of these figures are not correct. $WEX is the worst offender in adjusted EPS with massive SBC disguised as earnings power"
X Link 2025-11-23T18:25Z [---] followers, [---] engagements

"@FASTGraphs Not even a chance sir. If anything Melissa should be fired. The tender offer was delusional and this could be a distress candidate under the worst case scenario. $WEX"
X Link 2025-11-23T23:45Z [---] followers, [--] engagements

"@sand_atlas Good to see good to know. Just hope the 240MW deal gets signed soon and announced to the market -- it's been a while since your earnings release $AESI"
X Link 2025-11-25T20:16Z [---] followers, [---] engagements

"@Sammy_the_Nose Did they by any chance mention whose infrastructure theyre using to enable stablecoin Because they currently use $EEFTs to access 200+ countries"
X Link 2025-12-10T22:33Z [---] followers, [---] engagements

"@Sammy_the_Nose @Vince85623723 Marvelous btw just guessing that perhaps you probably dont have a favorable view on $RTO. much cheaper but growth profile also worse not sure if the activist and the mgmt team could pull off a turnaround"
X Link 2025-12-10T22:52Z [---] followers, [--] engagements

"@Sammy_the_Nose I see. interesting. the tech stack is one thing but to get 200+ licenses just take so much time. they currently only have access to 30+ I believe and they want to compete with $WU that's why they're leveraging $EEFT's infrastructure"
X Link 2025-12-11T00:07Z [---] followers, [---] engagements

"@m_lomtadze It'd be wonderful if $KSPI could reverse the 21.56% loss of [----]. Further please reinstate a healthy dividend to reward us long-term shareholders. And please do your best to turn Turkey around. Good company trading at 6x forward PE is hard to bring shareholders a good new year"
X Link 2025-12-31T22:11Z [---] followers, [---] engagements

"@TomSmith839 Any idea why these Greek banks are selling their acquiring businesses one after another Why Greece specifically (worried that there is something country specific that make these things lemons) $EEFT"
X Link 2026-01-06T02:20Z [---] followers, [---] engagements

"@TomSmith839 Just took a look at $DXC. Looks like they're less than 2x net debt/EBITDA 20%+ FCF yield and less than 5x forward PE. numerically sounds attractive any thoughts The ramp will probably be quite slow given it's first implemented on "mutual clients" maybe just a handful"
X Link 2026-01-21T17:14Z [---] followers, [---] engagements

"@beer_camus @valuedontlie If they can hit 8% EBITDA margin that's 424mm EBITDA and when they reduce debt to zero it will be trading at 6.4x EBITDA as of today's close. Probably low for a more resilient diversified distributor with countercyclical cashflow generative capabilities $DNOW"
X Link 2026-01-23T00:17Z [---] followers, [--] engagements

"@Gubloinvestor LOL "here is the analysis" and you are selling services If you learn a bit about fundamentals analysis then you would not have to rely on "charts". Trust me robots can do a better job than you spotting patterns in charts. Sorry to disrupt your business. $FISV $HUM"
X Link 2026-01-27T22:03Z [---] followers, [---] engagements

"@bobspaysubstack Any chance you have a theory why the US figures deteriorated sequentially based on figures from $MA Why is $V faring stronger than $MA in the US it seems"
X Link 2026-01-30T01:49Z [---] followers, [---] engagements

"@Sammy_the_Nose I recall it was due to weakness in Europe The stock went down 8% to $90/share July or August of [----] Oops did I just say $90/share #facepalm"
X Link 2026-01-31T01:48Z [---] followers, [--] engagements

"@TeaBagCapital @absreturnchaser This is my napkin math. Share looks undervalued IF they can maintain their [----] "near trough" EBITDA going forward even if we assume Specialty and EU fetch the same multiple as DIY (which is arguably the worst). I'm just afraid their fundamentals deteriorated"
X Link 2026-01-31T05:41Z [---] followers, [--] engagements

"@Sammy_the_Nose I heard on multiple home builders' conference calls that lack of buying is due to flagging confidence not a lack of capital. Based on this chart it does look like they are (at least partially) telling the truth. But I wonder why home and RV purchase played out differently"
X Link 2026-01-31T17:06Z [---] followers, [--] engagements

"@TheAppInvestor Do you think Gravity will be pushed by Gung-ho at some point to distribute capital back to shareholders They have previously been quite adamant not to pay a dividend"
X Link 2026-02-02T23:14Z [---] followers, [---] engagements

"@bobspaysubstack Sure of higher quality and remind me the FCF multiple of Adyen excluding their floats"
X Link 2026-02-03T15:30Z [---] followers, [---] engagements

"@AggieCapitalist Consensus EBITDA for [----] is 150mm before share based compensation. Mind I asking how do you arrive at "under 6x (forward I assume) EBITDA" please"
X Link 2026-02-04T00:59Z [---] followers, [---] engagements

"Why long-term investing The answer is all in the chart"
X Link 2016-09-28T23:20Z [---] followers, [--] engagements

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