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@hollertotide "Im all in on $GAMB @charlesgillespi is one of the sharpest capital allocators out there but Wall Street hasnt recognized it yet. Thats the opportunity in my opinion. The recent pivot into data to diversify the business has been impressive so far"
X Link @hollertotide 2025-09-17T19:21Z 1108 followers, 3888 engagements

"$GAMB The incredible opportunity in a visual:"
X Link @hollertotide 2025-09-18T12:38Z 1108 followers, 2253 engagements

"I wonder if $GAMB management is confident in the future 👀👀👀"
X Link @hollertotide 2025-09-19T21:45Z 1108 followers, 1494 engagements

"@GarpandChill @ChristopheNour I purchased some $MELI $4475.t (Hennge) $vitb and $GAMB (already in my port just adding) Other than those small purchases Im not sure. Turning over rocks and will sit on the cash until I find something or my existing conviction stocks dip"
X Link @hollertotide 2025-10-26T18:06Z 1108 followers, XXX engagements

"@3Plantey2 @SloppyDave The debt is STIBOR + XXX % (13.5 %). Raise priced near XXX % cost of capital. Intellegos implied after-tax EBIT yield at X EV/EBIT(not 5x) (12.5 % pre-tax (1 XXXX % tax) XXX %). Cheaper zero leverage risk and preserves growth. At 5x youre giving them growth credit"
X Link @hollertotide 2025-10-29T17:42Z 1108 followers, XXX engagements

"@TheRonnieVShow Check out $FOUR"
X Link @hollertotide 2025-11-01T16:15Z 1108 followers, XX engagements

"@Kross_Roads @EquityBrian Dig deeper crossroads. $four is complex you cant look just at the p/e - a lot of moving parts and noise"
X Link @hollertotide 2025-11-01T20:18Z 1108 followers, XXX engagements

"@WendFinancial @rookisaacman @booya1961 @bobspaysubstack @tlaubers @X Mind sharing I find this to be one of the most compelling opportunities"
X Link @hollertotide 2025-11-01T23:02Z 1108 followers, XXX engagements

"@MoatWise Thank for the reply. The debt is high but they said they expect to be 3x ebitda eoy. I agree their financials are very complex. Im not too worried about the big acquisition they know how to get the synergies. I love JI he is a one of a kind founder. The valuation is insane"
X Link @hollertotide 2025-10-31T23:37Z 1108 followers, XXX engagements

"@e177777 Definitely a step up to what theyve done. $FI is different in the sense they just bolted m&a to get customers and thats it. $FOUR actually brings everything into one platform and deletes what they dont need. Theyve shown outstanding m&a skill. The debt is a big risk no doubt"
X Link @hollertotide 2025-11-02T15:24Z 1108 followers, XXX engagements

"Cross-border e-com will X domestic growth for a decade. $GLBE takes a tax on globalization and few realize how irreplaceable its compliance + logistics stack is"
X Link @hollertotide 2025-09-10T15:37Z 1108 followers, 1457 engagements

"Buying several LEAP contracts on $GAMB. This company is so mispriced. Expanding into a recurring revenue/high margin subscription model away from SEO marketing. High insider alignment/ founder led. I expect a major rerating and a solid compounder could become an anchor holding"
X Link @hollertotide 2025-09-17T00:51Z 1108 followers, 2312 engagements

"Going to drop a Brookfield article in the next few days - stay tuned $BN $BAM $BRNE $BIP $BEP $BBU $SPY"
X Link @hollertotide 2025-10-29T19:03Z 1108 followers, XXX engagements

"Brookfield Corporation $BN: The Art of Compounding in an Age of Complexity $BAM $BEP $BIP $BRNE $BBU $SPY"
X Link @hollertotide 2025-10-29T23:23Z 1108 followers, XXX engagements

"$FOUR What am I missing here My 2026 price target is $XXX. I'm looking for the bear case. I've followed the company for a while so I know the surface level bear cases. Looking for a legit reason why fundamentals are so disconnected with the stock price"
X Link @hollertotide 2025-10-31T20:48Z 1108 followers, 2612 engagements

"@charlesgillespi @readdisclosures @rookisaacman I own $GAMB and $FOUR solely due to Gillespie and Isaacman. Oh and because of the business lol"
X Link @hollertotide 2025-11-03T21:42Z 1108 followers, XXX engagements