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Durable Investments posts on X about $rely, $wise, $eeft, $relys the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence cryptocurrencies XXXX% stocks XXXX% finance XXXX% countries XXX% currencies XXX%
Social topic influence $rely 7.83%, $wise 3.61%, $eeft 2.41%, $relys 2.41%, $wizey 1.81%, $mmss #2, $mrx #21, $mms #10, $four 1.2%, money XXX%
Top accounts mentioned or mentioned by @saynototrading @taobanker @nestbetter @bubblebeta @dalibali2 @wallfacerluoji @bobspaysubstack @bluthcapital @g6mqktcnkx @benbstwits @leveragevaluep @fiscoraoriginal @kerkouros @hodlbitty @hollertotide @m1nvest @mosinvesting @rossiadam @speedwellllc @armsgarrett
Top assets mentioned Remitly Global, Inc. Common Stock (RELY) Wise (WISE) Euronet Worldwide Inc (EEFT) MMSS (Ordinals) (MMSS) Metrix Coin (MRX) Minimals (MMS) 4 (FOUR) Western Union Co (WU) Neurobro (BRO) Centene Corp (CNC) Elevance Health Inc (ELV) ACI Worldwide, Inc. (ACIW) RAMP (RAMP) Fiserv, Inc. (FI) Roper Technologies Inc (ROP) StaFi (FIS) LKQ Corporation (LKQ) Effect.AI (EFX)
Top posts by engagements in the last XX hours
"$MMS's student loan servicing business has a XX% market share. OBBBA has allocated $1B for the reimplementation of the loan servicing system"
X Link @retaox 2025-07-12T12:07Z 9803 followers, 1247 engagements
"Clearing segment basically takes on the financial risk of clearing these trades. Clearing mandated by regulations in certain jurisdictions like Europe. Some customers want to pay up for clearing to reduce counter party risk. Clearing is the capital intensive part of $MRX"
X Link @retaox 2025-10-06T15:19Z 9805 followers, XXX engagements
"What are some examples of companies that obsess over identifying and solving customer problems Bonus points if the competitors are not willing/able/fast-enough to do the same"
X Link @retaox 2025-10-11T20:08Z 9805 followers, 3008 engagements
"@taobanker Unfortunately yess. From here $CNC $ELV are a double within X years. Loading up on both as they are going down. $MMS is interesting too"
X Link @retaox 2025-07-19T18:49Z 9803 followers, XXX engagements
"Interesting. Looks like $RELY already uses $EEFT's Dandelion rails for certain niche corridors and probably cash payout destinations. So does $PYPL's Xoom"
X Link @retaox 2025-09-16T03:10Z 9807 followers, 1592 engagements
"The airline payment processing and POS is a crowded space. The GDS (Sabre/Amadeus) guys have legacy share. $ACIW $USB's Elavon $GPN's Worldpay Cellpoint all have solutions in this space along with $FOUR"
X Link @retaox 2025-09-08T23:11Z 9806 followers, XXX engagements
"$WISE have direct integrations with multiple domestic payment rails through partnerships with XX banks. This is something that $RELY doesn't disclose"
X Link @retaox 2025-09-26T00:23Z 9807 followers, 1463 engagements
"Another Big4 bank win for $EEFT. Dandelion powers the digital wallet disbursement for Citi's WorldLink product that institutions use to send money cross border"
X Link @retaox 2025-09-26T14:22Z 9807 followers, 2469 engagements
"$RELY's take rate is XXXX% while $WISE's is 0.53%. Cash pay-out probably is much much higher for $RELY than I originally thought it would be"
X Link @retaox 2025-09-22T03:54Z 9807 followers, 2487 engagements
"$MRX thinks its recent acceleration in growth is coming from increased participation from retail investors in trading options and futures"
X Link @retaox 2025-10-01T13:06Z 9803 followers, 5705 engagements
"$RELY active customers and send volume both grew XX% CAGR over the past X years"
X Link @retaox 2025-09-14T22:28Z 9807 followers, 14.1K engagements
"Management expects X% tax on cash based remittances to be a structural tail wind for $RELY"
X Link @retaox 2025-09-17T13:46Z 9807 followers, 1332 engagements
"$RELY is banking on the send frequency as a strong indicator of credit worthiness for their "Send now pay later" product as it mimics payroll"
X Link @retaox 2025-09-15T14:12Z 9807 followers, 1695 engagements
"Arm chair prediction: $RAMP will get acquired by a strategic buyer before 2030. Identity is just too valuable to be left alone in a smaller Switzerland"
X Link @retaox 2025-08-21T14:45Z 9803 followers, XXX engagements
"Looks like $RELY tried to externalize their disbursement API like Wise Platforms and Euronet's Dandelion and failed. "Remitly for Developers" is erased from history"
X Link @retaox 2025-09-29T03:54Z 9807 followers, 1320 engagements
"According to $EEFT remittance TAM is only $800B. $WISE thinks it's $3T $RELY thinks it's $2T"
X Link @retaox 2025-09-30T01:24Z 9807 followers, 1095 engagements
"Customers keep GBP 21B in their Wise account"
X Link @retaox 2025-09-25T23:13Z 9807 followers, XXX engagements
"It's going to be interesting to see how stricter Medicaid and SNAP work requirements are going to impact $MMS's topline. Customer engagement per member is going to increase significantly while total eligible members will drop off quite drastically as well"
X Link @retaox 2025-07-10T00:11Z 9803 followers, 5239 engagements
"Direct Integrations directly accretes to bottom-line when you are at scale"
X Link @retaox 2025-09-20T15:35Z 9807 followers, 1040 engagements
"All these are much needed product sets. But you can't charge a monthly fee for these set of products. You need much much more to convince customers to see the value of $XX / month. For instance debit card no ATM fee multi currency accounts no exchange fee like Revolut"
X Link @retaox 2025-09-15T14:24Z 9807 followers, 1282 engagements
"It takes a multi month/year approval process for a non-bank foreign fintech player to get approval to integrate with domestic payment rail"
X Link @retaox 2025-09-26T00:26Z 9807 followers, XXX engagements
"The output of direct integrations is transaction speed and customer support cost reduction. They are doing multiple direct integrations per quarter which was not the case few years ago"
X Link @retaox 2025-09-21T01:27Z 9807 followers, 1903 engagements
"Wise Platforms account for X% of volume today. Expectation is to cross XX% and eventually XX% over the very long term"
X Link @retaox 2025-09-26T04:15Z 9807 followers, 1397 engagements
"Always a good sign when management uses the term "Owners" and not "Shareholders". $WISE $WIZEY"
X Link @retaox 2025-09-25T15:52Z 9807 followers, 5316 engagements
"$RELY making a distinction between Aggregators and Disbursement Partners. They started with Aggregators but now have moved onto integrating with Disbursement Partners"
X Link @retaox 2025-09-19T23:10Z 9807 followers, XXX engagements
"The biggest difference between $RELY and $WISE Wise has not uttered the "immigrant" or "immigration" once in all these years including their analyst day. Whereas Remitly cannot stop talking about them"
X Link @retaox 2025-09-26T13:52Z 9807 followers, 1798 engagements
"In Q4 2024 XX% of the newly acquired customers were sending money to a country that's not India Mexico Philippines. More focused investments for diversification on the pay-out side"
X Link @retaox 2025-09-20T00:15Z 9807 followers, 1273 engagements
"$RELY's market share gains are coming from single corridor legacy players which is XX% of the market"
X Link @retaox 2025-09-20T15:52Z 9807 followers, 1605 engagements
"Revenue / take rate are not primary metrics. Revenue Less Transaction Expanse (RLTE) is the primary KPI $RELY is driving growth towards"
X Link @retaox 2025-09-20T15:21Z 9807 followers, 1547 engagements
"93% of $RELY's transactions go through within an hour. XX% of $WIZEY $WISE's transaction go through with an hour. AFAIK these are the only players that even disclose this metric. Others are far far behind. $EEFT $WU"
X Link @retaox 2025-09-11T12:43Z 9806 followers, 2605 engagements
"$FI's Clover is basically the same size as $FOUR in terms of revenue and has the same organic growth rate"
X Link @retaox 2025-09-17T14:35Z 9803 followers, 5181 engagements
"25% EBITDA margins as mentioned in this report IMO is not gonna happen given it's pretty clear that Transaction+Ad costs alone will always be XX% of revenues. Apparently they do such good ROIs on Ad spend with LTV/CAC at 6x"
X Link @retaox 2025-09-15T01:24Z 9807 followers, 1553 engagements
"Looks like near term bankruptcy risk is off the table for $SABR after Hospitality Solutions sale and extending debt maturity to 2029"
X Link @retaox 2025-08-16T04:34Z 9805 followers, 2385 engagements
"The goings are tough in the auto collision world. $LKQ"
X Link @retaox 2025-08-05T13:19Z 9804 followers, 1365 engagements
"The Agency and Execution segment allows customers like financial orgs of industrial companies and smaller hedge funds to buy and sell futures of commodities to manage volatility in their raw material"
X Link @retaox 2025-10-06T15:17Z 9806 followers, XXX engagements
"$EFX $EXPGY $MMS are all going to have a blast this next year as states implement work requirements this next year in a crunched timeframe"
X Link @retaox 2025-07-12T10:15Z 9803 followers, 1409 engagements
"$WIZEY $WISE defines their TAM to be $3T while $RELY has it at $2T. It's also interesting that Wise aims to fix "International Banking" and not "Consumer Cross Border Remittance""
X Link @retaox 2025-09-25T15:58Z 9807 followers, 1825 engagements
"Vast majority of $RELY's funding source is not ACH apparently. It is Debit and Credit cards. Note: Credit card is the only source that has a processing fee of 3%"
X Link @retaox 2025-09-17T14:08Z 9807 followers, 1558 engagements
"The principal way people find $WISE is when they plan for a vacation. This directly orthogonal to how other remittance players find customers like $RELY $WU $EEFT"
X Link @retaox 2025-09-26T03:01Z 9804 followers, 1517 engagements