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@xvrmdf "Just 24x folks"
X Link @xvrmdf 2025-10-14T18:09Z 3810 followers, 2860 engagements

"@QualityInvest5 Yeah. I actually own $SPGI and think it is a great business. It's just that I wouldn't be touting the P/E multiple on this one. I hold it despite the valuation not because of it"
X Link @xvrmdf 2025-10-14T19:18Z 3810 followers, XXX engagements

"No need to get a hard-on about Shift4 Payments when Global Payments Fiserv and Wise are all similarly attractive value. I would even stretch to Visa Mastercard and Adyen here too"
X Link @xvrmdf 2025-09-20T21:06Z 3810 followers, 1848 engagements