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Yosh Zlotogorski posts on X about $rely, $four, $dlo, $tost 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 finance stocks cryptocurrencies technology brands countries gaming
Social topic influence $rely #33, $four #38, $dlo #55, $tost #9, brazil, $pypl #2361, $mndy, money, $gpn #14, acquisition
Top assets mentioned Remitly Global, Inc. Common Stock (RELY) 4 (FOUR) DLocal Limited Class A Common Shares (DLO) Toast, Inc. (TOST) PayPal Holdings Inc (PYPL) monday.com Ltd. Ordinary Shares (MNDY) Global Payments Inc (GPN) Global-E Online Ltd. Ordinary Shares (GLBE) Fiserv, Inc. (FI) Payoneer Global Inc. Common Stock (PAYO) StaFi (FIS) 4 (4)
Top posts by engagements in the last XX hours
"@bobspaysubstack Boggles me how folks dont look at what adjustments to EBITDA $FOUR makes. Theyre ongoing business expenses for their acquisition driven model. They shouldnt be adjusted for"
X Link @yehoshzl 2025-10-09T13:19Z 1485 followers, XXX engagements
"Selling local sounds simple but isn't. Compare and contrast Adyen local payments with $dlo. dLocal offers 3x more payment methods than Adyen in Brazil a large EM"
X Link @yehoshzl 2025-06-27T08:18Z 1485 followers, XXX engagements
"On the docket: X. August The Reservist update X. new invest and investigate names: $GLBE $RELY $PYPL $DLO"
X Link @yehoshzl 2025-09-09T13:39Z 1486 followers, XXX engagements
"$RELY down because of H1B volatility"
X Link @yehoshzl 2025-09-25T12:21Z 1486 followers, XXX engagements
"@KairosPraxis I dont understand whats hard to grok $TOST is outgrowing all the competitors by far aka gaining market share aka have a sustainable advantage in restaurants. $FOUR has won the vast majority of stadiums. Same. Losing out on deals here or there doesnt take that away"
X Link @yehoshzl 2025-10-15T20:28Z 1486 followers, XXX engagements
"Love seeing my companies in the wild. $RELY"
X Link @yehoshzl 2025-08-14T10:30Z 1486 followers, XXX engagements
"$MNDY revenue guidance is Initially disappointing. but actually - XX% CAGR on the base business which is quite large with the AI headwind baked in not including growth from the launch of new AI products which could add X% of growth is actually a pretty darn good guide. The overhang on SaaS still exists this IR presentation doesn't remove it but at least there's a clear path forward. To remove the AI overhang from SaaS we need to see SaaS add a consumption/value pricing model where they gain from the agent interface layer"
X Link @yehoshzl 2025-09-17T15:41Z 1484 followers, XXX engagements
"Ive listened to X payment companies earnings and theyre ALL growing. Yet the stocks are going all kinds of different ways. Fascinating space. $FOUR $TOST $GPN $FIS $FI $PAYO $PYPL"
X Link @yehoshzl 2025-08-06T19:33Z 1486 followers, XXX engagements
"The $GPN quarter sheds a lot of light on the PSP landscape and the industry dynamics as a whole. First to the quarter headlines: X. Merchant solutions forecast to +6% FY2025 X. XX% EPS growth X. Becoming a merchant acquirer behemoth with the M&A of Worldpay in H1 26: "Worldpay positions our company with unmatched global scale processing nearly $X trillion in annual volume across XXX billion transactions and serving millions of merchants and thousands of platform and software partners globally." X. $7.5B in buybacks through 2027 $9.2B in total buyback (including cash from dispositions) through"
X Link @yehoshzl 2025-08-07T13:26Z 1486 followers, 1195 engagements
"$TOST - clear leader in the ISV payments space expanding TAM increasing moat down XX% from its high. Link in bio"
X Link @yehoshzl 2025-10-01T12:45Z 1487 followers, XXX engagements
"Another $RELY competitor"
X Link @yehoshzl 2025-08-19T18:46Z 1486 followers, XXX engagements
"Selling local sounds simple but isn't. Compare and contrast Adyen local payments with $dlo. dLocal offers 3x more payment methods than $ADYEY in Brazil a large EM"
X Link @yehoshzl 2025-06-29T12:45Z 1485 followers, 4564 engagements
"Notion just hit $500m in ARR. How's $MNDY done during the past few years. Much better"
X Link @yehoshzl 2025-09-29T23:46Z 1486 followers, XXX engagements