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@jszhang0912 Avatar @jszhang0912 Guinea Value Investments

Guinea Value Investments posts on X about $wu, $baba, baba, $lkq the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence countries XXXXX% stocks XXXXX% finance XXXX% cryptocurrencies XXXX% technology brands XXXX%

Social topic influence $wu #11, $baba #179, baba 2.94%, $lkq 2.94%, platform of 1.47%, ren 1.47%, $fi 1.47%, $four 1.47%, $rely 1.47%, $wise XXXX%

Top accounts mentioned or mentioned by @aggiecapitalist @traceyryniec @arkalos77 @jonrice80 @scottkrodgers @sammythenose @flywire @sharkninja @taylorhndrson @stocksaleflyer @featherfund @whiteoutcapital @armsgarrett @xhchc247 @rorschachstocks @davelougee @empresscap @valuedontlie @irbezek @atticusanalysis

Top assets mentioned Western Union Co (WU) Alibaba Group (BABA) LKQ Corporation (LKQ) Fiserv, Inc. (FI) 4 (FOUR) Remitly Global, Inc. Common Stock (RELY) Wise (WISE) Euronet Worldwide Inc (EEFT) Global Payments Inc (GPN) Metrix Coin (MRX) StaFi (FIS) Convex Finance (CVX)

Top Social Posts #

Top posts by engagements in the last XX hours

"@Sammy_the_Nose I think the market is putting them in the $WU category underwriting negative/no growth. The risk on the short side is that REN is unleashing a powerful platform of functionalities spearheaded by rail agnostic Dandelion. Takes time for that part to grow though"
X Link @jszhang0912 2025-10-08T14:30Z XXX followers, XXX engagements

"@Sammy_the_Nose Love your posts and pls dont stop. To give a bit context though in the last month $WU -7.44%(whats the div yield there.) $FI -6.43%; $FOUR -8.95%; $RELY -20.12%; $WISE -12.25%. $EEFT -XXXX% Id give Mike a pat and say hes done a great job ;)"
X Link @jszhang0912 2025-10-09T00:05Z XXX followers, XXX engagements

"@KonstantCap @bobspaysubstack Because their adjustments of revenue and earnings are like a total joke. $GPN"
X Link @jszhang0912 2025-10-01T20:26Z XXX followers, XX engagements

"@FeatherFund Thank you for sharing. Marex also looks super interesting. Any chance you know that whats their long term performance record since 2004"
X Link @jszhang0912 2025-10-04T17:05Z XXX followers, XXX engagements

"@FeatherFund @danielgladis Thank you for the response. I think this Ningi Research short report has some depth in it: It's not really an easy to understand business although financially it looks really cheap I guess. $MRX"
X Link @jszhang0912 2025-10-05T01:15Z XXX followers, XXX engagements

"@Compounding_K @whiteoutcapital @wile_zzz We're in Oct now and about to enter 2026. Even with just a 7x PE seems like XXXX% upside just from capital appreciation over the next XX months based on GS's estimates (inline w/ consensus). If they start to pay a div like they said in last call maybe XX% TSR in a year"
X Link @jszhang0912 2025-10-18T00:55Z XXX followers, XX engagements

"@Arkalos77 Couple things my friend. 1). $BABA only burned cash on deliveries for a bit more than a month wait until Q3 report comes out to see how much cash outflow there is; 2). Ever seen a hyperscaler that grows XX% topline w/o operating leverage (Makes me think of Tencents comments)"
X Link @jszhang0912 2025-08-30T22:23Z XXX followers, XXX engagements

"@Arkalos77 3) most importantly do you think Trump will sit in silence as they ramp their deductive chips program What happens if $BABA gets sanctioned and western investors have to unload shares right at the worst time possible like the shareholders of CNOOC and China Mobile"
X Link @jszhang0912 2025-08-30T22:27Z XXX followers, XXX engagements

"@Sammy_the_Nose Was browsing through people who I follow that posted about $LKQ. Any chance that you still have your eyes on this name Sam"
X Link @jszhang0912 2025-10-09T23:02Z XXX followers, XXX engagements

"@Sammy_the_Nose Seems all headwinds are possibly inflecting: 1) plateauing insurance rate; 2)steadying of used car prices; 3)less than 10x 2025 adj EPS; 4)activist involvement and commitment of shareholder return; 5)fleet aging further. I'm a bag holder at $32/share FWIW. $LKQ"
X Link @jszhang0912 2025-10-10T00:04Z XXX followers, XXX engagements

"@ChrisPavese I don't think many people realize how much of $FIS's adj EPS is add back of recurring restructuring expenses while $FI's add back is mostly legit amortization. The actual forward PE differential is actually greater than a half turn here :)"
X Link @jszhang0912 2025-10-16T19:21Z XXX followers, XXX engagements

"@whiteoutcapital @wile_zzz @Compounding_K Tokayevs a bit like Deng and he maintains flexible/friendly relationship with the U.S. and the west. With weaponry supplied from the West I think Ukraine will think twice before it hurts Kazakhstans interests. Trump doesnt like high oil price either. $CVX owns XX% of it"
X Link @jszhang0912 2025-10-18T20:42Z XXX followers, XXX engagements