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@icemancapital "VenueNext has XX% of large sports stadiums and complexity/integrations they have make them differentiated"
X Link @icemancapital 2025-10-07T17:53Z 1812 followers, XXX engagements

""Repairable claims declined approximately 9%" in NA $LKQ $BYD.TO"
X Link @icemancapital 2025-07-24T14:32Z 1812 followers, 1798 engagements

"Old $MIDD CEO "We are very performance driven. We have a goal. I say we need to meet that goal and then go do it. Its one goalEbitda growth earnings before interest tax depreciation and amortization a measure of a companys operating performance. Thats it.""
X Link @icemancapital 2025-09-25T22:27Z 1812 followers, XXX engagements

"Third point wrote up $CPAY formerly Fleetcor Technologies in their Q2 2024 Letter. See link below for a link to my old write up on the name"
X Link @icemancapital 2024-08-24T19:38Z 1812 followers, XXX engagements

"$FOUR x $GB in Marrakech #RAK"
X Link @icemancapital 2025-09-13T07:44Z 1812 followers, XXX engagements

"A few excerpts from a Tegus call w/ former VP at $FOUR VP in discussion with Jared "With my selling skills and you are just your genius we could probably take over some small countries." Jared looked visibly upset. I remember like it was yesterday. He just said to me "Why if we worked together would we only be able to take over small countries""
X Link @icemancapital 2025-10-07T17:53Z 1812 followers, 8227 engagements

"$GB deal fundamentally very different than other POS deals - not end of life asset - conversion to more solutions will drive growth"
X Link @icemancapital 2025-10-07T17:53Z 1812 followers, 1187 engagements

"$PAR $TOST $FOUR $XYZ YTD 2025 Returns"
X Link @icemancapital 2025-10-09T20:24Z 1812 followers, XXX engagements

"EU / Asia payments mkt dominated by banks w/ pricing which is very high - $FOUR / $TOST expansion is dealing with an entirely new business model they haven't in the past"
X Link @icemancapital 2025-10-07T17:53Z 1812 followers, 1246 engagements

"$PAR $TOST $FOUR $XYZ T5Y Returns"
X Link @icemancapital 2025-10-09T20:23Z 1812 followers, 1417 engagements

"Believes $TOST software better perceived by experts but more expensive"
X Link @icemancapital 2025-10-07T17:53Z 1812 followers, XXX engagements