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@yehoshzl "@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

"@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 1485 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

"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

"Love seeing my companies in the wild. $RELY"
X Link @yehoshzl 2025-08-14T10:30Z 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 1485 followers, 1202 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 1485 followers, 1020 engagements

"Another $RELY competitor"
X Link @yehoshzl 2025-08-19T18:46Z 1486 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

"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 1484 followers, 4570 engagements