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@bobspaysubstack Avatar @bobspaysubstack Bob's Payment Stock Substack

Bob's Payment Stock Substack posts on X about $fi, $zts, $tmo, $shw the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks finance technology brands cryptocurrencies

Social topic influence $fi, $zts, $tmo, $shw, $gpn, $unh, $syk, $jkhy #1, $idxx, positions

Top assets mentioned Fiserv, Inc. (FI) Zoetis Inc (ZTS) Thermo Fisher Scientific Inc. (TMO) Sherwin-Williams Co (SHW) Global Payments Inc (GPN) UnitedHealth Group (UNH) Stryker Corporation (SYK) Jack Henry & Associates, Inc. (JKHY) IDEXX Laboratories, Inc. (IDXX) American Express Company (AXP) BILL THE BEAR (BILL) Msci Inc (MSCI) Fastenal Company (FAST) Accenture (ACN) Metadium (META) Alphabet Inc Class A (GOOGL) Norfolk Southern Corp. (NSC) Union Pacific Corporation (UNP) UNIPOLY (UNP) StaFi (FIS) Danaher Corporation (DHR) Otis Worldwide Corp (OTIS) Corpay, Inc. (CPAY) 4 (FOUR) JPMorgan Chase (JPM) Capital One Financial Corp. (COF) Basis Cash (BAC) Discover Financial Services (DFS) Shopify Inc (SHOP) PayPal Holdings Inc (PYPL)

Top Social Posts #

Top posts by engagements in the last XX hours

"Took my Fiserv $FI position from XXX to XXX shares this morning. Feel really good about buying this stock in the low $130s. Its now about XXX% of the portfolio I manage for capital appreciation"
@bobspaysubstack Avatar @bobspaysubstack on X 2025-07-23 13:40:38 UTC XXX followers, XXX engagements

"BILLs $BILL inability to catch a bid in this type of market is the most surprising thing to me. Id argue their moat and market opportunity rivals or exceeds most FinTechs"
@bobspaysubstack Avatar @bobspaysubstack on X 2025-07-17 11:06:58 UTC XXX followers, XXX engagements

"Awful quarter for Sherwin-Williams $SHW. Trading at about 30x with no earnings growth this year. Makes no sense. The stock needs to come in"
@bobspaysubstack Avatar @bobspaysubstack on X 2025-07-22 11:07:19 UTC XXX followers, XXX engagements

"Im not sure what Elliott has in mind for Global Payments $GPN. As a shareholder this is what Id like to see: Leadership change. The stocks multiple tells me the market lacks confidence in current leadership. One option to consider: Charles Drucker current CEO of Worldpay"
@bobspaysubstack Avatar @bobspaysubstack on X 2025-07-16 11:36:53 UTC XXX followers, XXX engagements

"After today $MSCI and Sherwin-Williams $SHW trade at approximately the same multiple of 30x. I of course think that's crazy"
@bobspaysubstack Avatar @bobspaysubstack on X 2025-07-23 01:27:10 UTC XXX followers, XXX engagements

"Tech to Healthcare rotation Yes please. $TMO $A $ZTS $IDXX $UNH $SYK"
@bobspaysubstack Avatar @bobspaysubstack on X 2025-07-10 15:19:55 UTC XXX followers, 1325 engagements

"Global Payments $GPN being up in light of the Fiserv $FI reaction is mildly encouraging. I own em both"
@bobspaysubstack Avatar @bobspaysubstack on X 2025-07-23 14:40:14 UTC XXX followers, XXX engagements

"Fastenal $FAST reports Monday (7/14). It's a stock I've owned in the past but sadly no more. Quality company yes but valuation is RIDICULOUS. NTM P/E of 39x and 58x on LTM FCF. Expected EPS growth in 2025/2026 is 9-10%. Head scratcher for sure but many such others like it"
@bobspaysubstack Avatar @bobspaysubstack on X 2025-07-10 20:04:43 UTC XXX followers, XXX engagements

"Adding a little bit to my Fiserv $FI and Zoetis $ZTS positions today"
@bobspaysubstack Avatar @bobspaysubstack on X 2025-07-11 19:47:19 UTC XXX followers, XXX engagements

"And of course the stock is going to finish flat. Really incredible. $SHW"
@bobspaysubstack Avatar @bobspaysubstack on X 2025-07-22 20:00:19 UTC XXX followers, XXX engagements

"At what point does Accenture $ACN start to look interesting I think its still lower than here. Is the AI implementation the last one they make for clients Probably not but who knows"
@bobspaysubstack Avatar @bobspaysubstack on X 2025-07-11 15:04:12 UTC XXX followers, XXX engagements

"Thoughts on $FI: Blaming lower revenue growth on slower rollout of new products and initiatives (a classic) is bad. Also blaming it on slower economic activity is suspect. Difficult to see how economic outlook is worse today than it was during Q1 reporting season"
@bobspaysubstack Avatar @bobspaysubstack on X 2025-07-23 12:45:02 UTC XXX followers, XXX engagements

"Portfolio Update as of June XX 2025: XX Positions 19.0x NTM P/E XXX% Dividend Yield Top X Holdings: $SYK $V $GPN $META $GOOGL My favorite names for the remainder of the year: $A $TMO $ZTS $UNH"
@bobspaysubstack Avatar @bobspaysubstack on X 2025-07-01 19:34:54 UTC XXX followers, XXX engagements

"Is Union Pacific $UNP down because of (1) earnings (2) people actually think a deal with $NSC is going to happen or (3) $UNP is in a position where they feel like a deal with $NSC is necessary Im not sure"
@bobspaysubstack Avatar @bobspaysubstack on X 2025-07-24 20:07:34 UTC XXX followers, XXX engagements

"Despite its many positive attributes Jack Henry's $JKHY inability to sustain margin expansion and lagging free cash flow conversion has pressured its multiple. Still it ranks No. X on my Top XX Businesses in Payments and FinTech"
@bobspaysubstack Avatar @bobspaysubstack on X 2025-07-22 15:03:12 UTC XXX followers, XXX engagements

"@Grazes Yes I do. But the sentiment is so poor for legacy payments companies that any misstep is severely punished by the market"
@bobspaysubstack Avatar @bobspaysubstack on X 2025-07-23 11:52:53 UTC XXX followers, XXX engagements

"Fiserv $FI mentioned more pricing competition in core banking due to slower activity and implementations. Relevant for Jack Henry $JKHY and $FIS"
@bobspaysubstack Avatar @bobspaysubstack on X 2025-07-23 12:37:10 UTC XXX followers, XXX engagements

"Healthcare brutal right now. Any sign of positive momentum is just crushed. Danaher $DHR leads off on Tuesday. Im long and accumulating Thermo $TMO and Agilent $A. Also like Zoetis $ZTS here"
@bobspaysubstack Avatar @bobspaysubstack on X 2025-07-18 18:22:40 UTC XXX followers, XXX engagements

"$OTIS leads in an attractive market delivers consistent earnings and free cash flow allocates capital prudently and faces minimal technological disruption risk. It's an ideal investment and my portfolio's latest addition"
@bobspaysubstack Avatar @bobspaysubstack on X 2025-07-09 14:28:52 UTC XXX followers, XXX engagements

"Nos. 10-6 in My Top XX Businesses in Payments and FinTech: XX - Corpay $CPAY X - Shift4 Payments $FOUR X - American Express $AXP X - Fiserv $FI X - Jack Henry $JKHY"
@bobspaysubstack Avatar @bobspaysubstack on X 2025-07-22 15:08:42 UTC XXX followers, XXX engagements

"Today Ill be doing something fun: looking at the accounting treatment of rewards payments by card issuers. Pretty interesting stuff (Im not kidding) $AXP $COF $JPM $C $BAC $DFS"
@bobspaysubstack Avatar @bobspaysubstack on X 2025-06-23 12:30:11 UTC XXX followers, XXX engagements

"By my math Shopify $SHOP now has a market cap that is roughly equal to Fiserv $FI and PayPal $PYPL COMBINED. Fiserv and PayPal will do $12B in FCF this year Shopify perhaps $2.5B. Are legacy payments companies dead The market certainly thinks so IMO"
@bobspaysubstack Avatar @bobspaysubstack on X 2025-07-21 18:06:48 UTC XXX followers, 1388 engagements