# ![@FundasyInvestor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1225923763117666304.png) @FundasyInvestor Fundasy

Fundasy posts on X about $four, $evo, $knsl, business the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1225923763117666304/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1225923763117666304/c:line/m:interactions.svg)

- [--] Week [------] -32%
- [--] Month [-------] -38%
- [--] Months [---------] +200%
- [--] Year [---------] +15%

### Mentions: [--] [#](/creator/twitter::1225923763117666304/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1225923763117666304/c:line/m:posts_active.svg)

- [--] Month [--] -70%
- [--] Months [---] +140%
- [--] Year [---] +9.90%

### Followers: [-----] [#](/creator/twitter::1225923763117666304/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1225923763117666304/c:line/m:followers.svg)

- [--] Week [-----] +0.04%
- [--] Month [-----] +0.48%
- [--] Months [-----] +7.40%
- [--] Year [-----] +21%

### CreatorRank: [---------] [#](/creator/twitter::1225923763117666304/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1225923763117666304/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  65.71% [finance](/list/finance)  34.29% [cryptocurrencies](/list/cryptocurrencies)  22.86% [technology brands](/list/technology-brands)  12.14% [currencies](/list/currencies)  5.71% [countries](/list/countries)  2.86% [celebrities](/list/celebrities)  2.14% [automotive brands](/list/automotive-brands)  1.43% [social networks](/list/social-networks)  0.71% [musicians](/list/musicians)  0.71%

**Social topic influence**
[$four](/topic/$four) #26, [$evo](/topic/$evo) #72, [$knsl](/topic/$knsl) 13.57%, [business](/topic/business) 10.71%, [growth](/topic/growth) 9.29%, [in the](/topic/in-the) 9.29%, [market](/topic/market) 9.29%, [$hims](/topic/$hims) 8.57%, [$evvty](/topic/$evvty) 7.14%, [ceo](/topic/ceo) 5.71%

**Top accounts mentioned or mentioned by**
[@fintegrate](/creator/undefined) [@deepsailcapital](/creator/undefined) [@paperbozz](/creator/undefined) [@everchos3n](/creator/undefined) [@samueltind69643](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@galiciainvestor](/creator/undefined) [@svncapital](/creator/undefined) [@realroseceline](/creator/undefined) [@fcfgrowth](/creator/undefined) [@hollertotide](/creator/undefined) [@25investor](/creator/undefined) [@jm_investment0](/creator/undefined) [@uzocapital](/creator/undefined) [@rookisaacman](/creator/undefined) [@tlaubers](/creator/undefined) [@arneulland](/creator/undefined) [@rja907](/creator/undefined) [@jminvestment0](/creator/undefined)

**Top assets mentioned**
[4 (FOUR)](/topic/$four) [Evotec SE (EVO)](/topic/$evo) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Block, Inc. (XYZ)](/topic/$xyz) [Grand Base (GB)](/topic/$gb) [Fiserv Inc (FISV)](/topic/$fisv) [Global Payments Inc (GPN)](/topic/$gpn) [MercadoLibre Inc (MELI)](/topic/$meli) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [DLocal Limited (DLO)](/topic/$dlo) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Fiserv, Inc. (FI)](/topic/$fi) [SAP SE (SAP)](/topic/$sap) [Microsoft Corp. (MSFT)](/topic/$msft) [Mastercard, Inc. (MA)](/topic/$ma) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Now Coin (NOW)](/topic/$now) [Wise (WISE)](/topic/$wise) [Toast, Inc. (TOST)](/topic/$tost) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$DNP.WA A few charts to show my thoughts on this Jerome Martin $JMT slowdown in LFL sales to -4% [--]. Dino owns 90%+ of its location's land [--]. Dino has clean BS (CFO-Green Total Debt-Red) [--]. Dino will post positive topline growth Mgmt doing well. Not selling but not buying here"  
[X Link](https://x.com/FundasyInvestor/status/1816510492577616166)  2024-07-25T16:27Z [----] followers, [----] engagements


"Purchasing Kinsale Capital $KNSL at a mid-teens PE below the average repurchase price (Only $20M though) at $438 this past quarter would be pretty dang cool. I'd over-expose myself there With GWP slowing likely it falls on "deceleration" worries even with NWP is great"  
[X Link](https://x.com/FundasyInvestor/status/1981802140852240886)  2025-10-24T19:17Z [----] followers, [----] engagements


"$FISV I'm all for investors bidding down overvalued investments with teams that mismanage capital but. Fiserv at GFC trailing valuation lows seems a bit overdone assuming that bottom-line margins don't absolutely collapse down 30-50% in the next year I think this likely over-reaction realization will be the likely end to the Payment Sector correlated weakness. These business models although not perfect are real services Although not rapid growth businesses in the large cap segment of Payments integrated payments/lending ( $SHOP $MELI $SE $AMZN ) to E-comm platforms have their own front-end"  
[X Link](https://x.com/FundasyInvestor/status/1998456836094046323)  2025-12-09T18:16Z [----] followers, [----] engagements


"FWIW the sector appears bottomed: $GPN $FISV $PYPL $XYZ $FOUR In purple the stock price has bottomed usually at a 3.5x annualized GP ratio. Today that "bottom" sits around $90 per share. This makes sense why Isaacman purchased shares on the open market at $84 a share It was already [----] levels of cheap. Stock repurchases also https://t.co/HpBh6u6iHA $FOUR In purple the stock price has bottomed usually at a 3.5x annualized GP ratio. Today that "bottom" sits around $90 per share. This makes sense why Isaacman purchased shares on the open market at $84 a share It was already [----] levels of"  
[X Link](https://x.com/FundasyInvestor/status/2000733775215378462)  2025-12-16T01:04Z [----] followers, [----] engagements


"$FOUR trading even since the $FISV puke and is going to repurchase 8-10% of the diluted market cap up in Q1. Its time to buy the dip once tax loss selling finalizes FinTwit seeing $FI puke -30% after buying the $FOUR "dip" because the CEO is cool and on twitter https://t.co/4H6KdUMjxa FinTwit seeing $FI puke -30% after buying the $FOUR "dip" because the CEO is cool and on twitter https://t.co/4H6KdUMjxa"  
[X Link](https://x.com/FundasyInvestor/status/2000806448004260026)  2025-12-16T05:53Z [----] followers, [----] engagements


"Look like someone has a large $FOUR GTC order at $66 Total Dollar Trading Volume/Market cap ratio is also like 1% of the market cap today compared to comps like $XYZ $PYPL $GPN $PAR $ADYEN that are like .2-.5% of their market caps On a chart like this buybacks are active"  
[X Link](https://x.com/FundasyInvestor/status/2003159209744171322)  2025-12-22T17:42Z [----] followers, [----] engagements


"Sometimes the best way to "conceptualize" the noise in markets. is to simply look at Sector correlations $XYZ $GPN $PYPL $FOUR Many people act like the market is random. "Why is PayPal down" "Why is Global Payment down" "Why is Block down" "Why is Shift4 down" It's all just the sector deciding the path for the last year. After a year of growth/buybacks from all of them do you think the market will just sit on its hands after they've harvested their taxes this afternoon I'd pick some up before the tide turns and the correlation starts moving the opposite direction"  
[X Link](https://x.com/FundasyInvestor/status/2006467415400398894)  2025-12-31T20:48Z [----] followers, [----] engagements


"Thats weird trading action anyways $FISV $GPN $FOUR $DLO $PAY $XYZ"  
[X Link](https://x.com/FundasyInvestor/status/2011153949479637306)  2026-01-13T19:10Z [----] followers, [----] engagements


"$FOUR $67.67 New Post: H1 [----] Gameplan I utilize this investing blog to keep myself accountable. My readers are counting on me for big updates on my portfolio and I simultaneously need to make sure that I can justify the moves upfront with my research in the present. In this blog post: - https://t.co/lTcg720vvQ New Post: H1 [----] Gameplan I utilize this investing blog to keep myself accountable. My readers are counting on me for big updates on my portfolio and I simultaneously need to make sure that I can justify the moves upfront with my research in the present. In this blog post: -"  
[X Link](https://x.com/FundasyInvestor/status/2011518838446457230)  2026-01-14T19:20Z [----] followers, [----] engagements


"$CSU.TO Good thoughts. I would be careful entering an illiquid compounder that is pulling back largely for the first time in its public history though Patience here will be rewarded I think. I'll buy in eventually -- not here though. If you thought like $CSU mgmt and their astuteness level you wouldn't either until the eventual share repurchases are announced Some thoughts on $CSU.TO as we reach these JUICY levels: Software is one of the smallest expense items for most companies. To justify incremental CAPEX on better software (including AI) the ROI must be material at the income statement"  
[X Link](https://x.com/FundasyInvestor/status/2011845919969272184)  2026-01-15T17:00Z [----] followers, 17.1K engagements


"$FOUR Michael Burry realizing no one cares about his one-hit wonder self anymore"  
[X Link](https://x.com/FundasyInvestor/status/2012214869827735969)  2026-01-16T17:26Z [----] followers, [----] engagements


"$CSU It's getting obviously exponentially cheaper day by day but there is just not much support from buyers until even lower levels. Constellation Software might go on sale in [----] after all"  
[X Link](https://x.com/FundasyInvestor/status/2014068537782878656)  2026-01-21T20:12Z [----] followers, [----] engagements


"$FOUR Shift4 repurchase just swallowed up that Burry created panic volume plus Payments/Software sell off -- without even making [--] week lows That liquidity was delicious. got any more"  
[X Link](https://x.com/FundasyInvestor/status/2014091467078210028)  2026-01-21T21:43Z [----] followers, [----] engagements


"Love how the $FOUR buyback team won't push the price higher but dang it would nice for a real up day soon on actual high volume that isn't artificially induced only at high sell offs"  
[X Link](https://x.com/FundasyInvestor/status/2014366208099750308)  2026-01-22T15:55Z [----] followers, [----] engagements


"$FOUR 10% of the days volume came in [--] min at the daily support"  
[X Link](https://x.com/FundasyInvestor/status/2014396243816964421)  2026-01-22T17:54Z [----] followers, [----] engagements


"$FOUR Daily price action is totally normal"  
[X Link](https://x.com/FundasyInvestor/status/2014444694218973465)  2026-01-22T21:06Z [----] followers, [----] engagements


"$CSU.TO Lmao watch as all these "Analysts" downgrade their PTs stock goes lower and their own fund will eventually be the buyer after their "Analysts" have destroyed the stock chart $CSU.TO National Bank analyst adjusting Target Price to $3200 from $4500 https://t.co/DKbjTE2YVg $CSU.TO National Bank analyst adjusting Target Price to $3200 from $4500 https://t.co/DKbjTE2YVg"  
[X Link](https://x.com/FundasyInvestor/status/2014445141914779758)  2026-01-22T21:08Z [----] followers, [----] engagements


"$ROOT $LMND I own Root. I think that auto insurance is a much different beast than Apartments Home or Life. Auto has much more degrees of freedom and you can get caught offsides worse with potential asset inflation We'll see how Lemonade's transition going upstream goes. I'm definitely watching both curiously to see how this will work out Ill be controversial here I own both $LMND and $ROOT I think $ROOT is a better business But the numbers say different: $ROOT is -16% in the last year $LMND is +200% Does that say more about me or the market All Ill say check out $ROOT if you havent yet"  
[X Link](https://x.com/FundasyInvestor/status/2014760799659508003)  2026-01-23T18:03Z [----] followers, 14.8K engagements


"$MELI Good position for your core here 🟨 Ecomm + Payments Infrastructure for LATAM 🟨 Growing Network Effect/Scalable Revenue @ 30%+ CAGR over the past few years -- not slowing down either 🟨 Sitting below [---] day moving average at lows on Gross Profit valuation going back 12+ years 🟨 FX Tailwind against USD for the next few quarters Call Option: Venezuela & Argentina keep improving economically and it becomes a 1T+ name within the next decade $MELI has not grown under 33% since [----] Remarkable https://t.co/DNVgu4pkzz $MELI has not grown under 33% since [----] Remarkable"  
[X Link](https://x.com/FundasyInvestor/status/2014763847542775822)  2026-01-23T18:15Z [----] followers, [----] engagements


"$FOUR I'd say that someone got filled"  
[X Link](https://x.com/FundasyInvestor/status/2014780041473753504)  2026-01-23T19:19Z [----] followers, [----] engagements


"$SAP $MSFT are not interesting yet but definitely getting more so I also like $CSU $NOW $AXON for this bucket. I think a quality VMS or Leading Horizontal Platforms are the only ones Im eyeing Every single software stock that has reported earnings so far this cycle has gone down. SAP -14% MSFT -7% NOW -7% MANH -3% ROP -12% CVLT -31% AGYS -21% Every single software stock that has reported earnings so far this cycle has gone down. SAP -14% MSFT -7% NOW -7% MANH -3% ROP -12% CVLT -31% AGYS -21%"  
[X Link](https://x.com/FundasyInvestor/status/2016910986305802430)  2026-01-29T16:27Z [----] followers, [----] engagements


"$SAP I like this game plan a lot likely to eye the flush below the bottom trend line as final wash out for an entry Need an IRR Model built first though hitting the drawing board this week $SAP monthly chart: I love to buy quality businesses at great prices with some margin of safety. I don't usually buy into FOMO because I don't have to. Patience is key and every name gives you a pullback to your level. [---] - good level😉 [---] - great 🥳 [---] - superb 😍🤑 https://t.co/gMr1tQmwNa $SAP monthly chart: I love to buy quality businesses at great prices with some margin of safety. I don't usually"  
[X Link](https://x.com/FundasyInvestor/status/2017043456263127191)  2026-01-30T01:13Z [----] followers, [----] engagements


"$DNP.WA Still on my watchlists. Getting closer to attractive levels again Sabo DINO na tle rynku. DNP.WA https://t.co/73V63HkMwp Sabo DINO na tle rynku. DNP.WA https://t.co/73V63HkMwp"  
[X Link](https://x.com/FundasyInvestor/status/2017077964295340416)  2026-01-30T03:30Z [----] followers, [----] engagements


"$NOW Definitely a stock on my list. This buyback program -- starting to being executed now feels like it will be juice once trend shifts. I don't think that its big enough to support the stock price from negative flows though. Therefore I'm staying away for now Great company and software though. It's one of the few in the IT landscape that I feel is well run and designed from a UI/Efficiency/Intuitive/Value Adding easy sells. every company needs an IT manager ServiceNow conglomerated the IT platform workflows Can never really. be replaced $NOW 5B buyback approved. The accelerated 2B buy back"  
[X Link](https://x.com/FundasyInvestor/status/2017319218769719677)  2026-01-30T19:29Z [----] followers, [----] engagements


"100%. I think that the Payments sector ( $PYPL $XYZ $GPN $FISV $FOUR $TOST $DLO $RELY $WISE etc.) all bottomed already due to never recovering post-COVID in returns All have had really active buybacks $V $MA read throughs point to strong-ish consumer and all are at 12-30 PEs Think Payments rip H1 [----] Strong software growths $CSU $MSFT $CRWD $SAP $ORCL recover H2 [----] The softwares that struggle to grow profitably from here will be laggards until they become irrelevant https://twitter.com/i/web/status/2017321456691183769 https://twitter.com/i/web/status/2017321456691183769"  
[X Link](https://x.com/FundasyInvestor/status/2017321456691183769)  2026-01-30T19:38Z [----] followers, [---] engagements


"$RIOT Hey so uhhh. who can I talk to about this company The go to Fintwit analyst handles would be appreciated. I have questions. First one. how"  
[X Link](https://x.com/FundasyInvestor/status/2017324473024729229)  2026-01-30T19:50Z [----] followers, [----] engagements


"$LMND This answer shows you why the Balance Sheet looks the way it does @PaperBozz Hey did you get a bindable (final) quote from Allstate or just an estimate Can you hit "pay" online or do you need to speak with their reps to buy Btw our homeowners onboarding can feel pretty manual in addresses that lack data or when we intentionally want to interview @PaperBozz Hey did you get a bindable (final) quote from Allstate or just an estimate Can you hit "pay" online or do you need to speak with their reps to buy Btw our homeowners onboarding can feel pretty manual in addresses that lack data or"  
[X Link](https://x.com/FundasyInvestor/status/2017373555579617468)  2026-01-30T23:05Z [----] followers, [----] engagements


"$LMND Also want to say that a lot of the issues Lemonade faces is within its Finance/Accounting departments Its product path strategy and CEO vision make sense. However the Consolidated financials tell a 100% different story To get out of this hole and secure the future the CFO/CRO/COI however has one easy strategic decision that secures the BS and the P&L The question is can this man figure it out in time to make a difference Time will tell @PaperBozz Hey did you get a bindable (final) quote from Allstate or just an estimate Can you hit "pay" online or do you need to speak with their reps to"  
[X Link](https://x.com/FundasyInvestor/status/2017386502393561516)  2026-01-30T23:56Z [----] followers, [----] engagements


"$FOUR Accumulation level trading zone the past 2-3 months while the company has the one of the largest annual buyback programs being active since beginning Dec at 15-17% of the diluted MkCap Company also is going to be reporting massive reaccelerating growth this year of like 20% topline growth lows Its a different type of growth stock. It can put up 60% growth in NTM and also have enough capital to repurchase more stock in H2 [----] Outsider stock imo Being a $FOUR shareholder has been nothing but pain over the past few months. That said if we zoom out we can still see: Long term trend remains"  
[X Link](https://x.com/FundasyInvestor/status/2017675695397519476)  2026-01-31T19:05Z [----] followers, [----] engagements


"$FOUR if you look at acquired Pro-Forma guys the buyback is fully funded from cash flows. Its only like 3-5 months of capital deployment before the leverage ratios will drop to pre-buyback levels Thats the benefit of a cash flowing business though. Also no maintenance capex essentially so toll-booth style revenues Basically this sell off is a gift to long term shareholders. Stocks always come back to their rightful owners though $FOUR after $V and $MA showing that the consumer remains strong I am expecting a good earnings report. The sell off is overdone imo they have a lot of debt butit is"  
[X Link](https://x.com/FundasyInvestor/status/2017703989970694644)  2026-01-31T20:58Z [----] followers, [----] engagements


"Love Jelly Roll. He brought his daughter on stage at Dallas and it was emotional man Jelly Roll just had an all-time Grammy acceptance speech https://t.co/A3pYzleR4a Jelly Roll just had an all-time Grammy acceptance speech https://t.co/A3pYzleR4a"  
[X Link](https://x.com/FundasyInvestor/status/2018546626143649868)  2026-02-03T04:46Z [----] followers, [----] engagements


"@everchos3n @rookisaacman @tlaubers Lmao you know that the volume today is equal to like 4% of the market cap right They got their buybacks don't worry"  
[X Link](https://x.com/FundasyInvestor/status/2018784977253724346)  2026-02-03T20:33Z [----] followers, [---] engagements


"@ArneUlland @rja907 I literally work in what youve described and seen VMS being built. Youre dead on If anything its an opportunity to operators to revamp products and build prototypes with existing SMRs. If the software is already inactive with no original engineers left though NGMI"  
[X Link](https://x.com/FundasyInvestor/status/2018793851159548008)  2026-02-03T21:08Z [----] followers, [---] engagements


"@SamuelTind69643 They still have allocations left. Its not as easy as youd think to repurchase $1B in stock in [---] months on a $5-6B market cap as youd think"  
[X Link](https://x.com/FundasyInvestor/status/2019104508761239613)  2026-02-04T17:43Z [----] followers, [---] engagements


"@fintegrate Assume you're putting a stop loss on those😅"  
[X Link](https://x.com/FundasyInvestor/status/2019121270076424434)  2026-02-04T18:49Z [----] followers, [---] engagements


"I think that the "profiles" despite $FICO's EBIT margin being like 48% so it's a 22x EV/EBIT NTM. I see what you're seeing on Fico being better than Axon on R/R It's just not even a R/R that I would necessarily rush into yet though. I know that's peak bear market talk but momentum trading is a thing. https://twitter.com/i/web/status/2019122823122362576 https://twitter.com/i/web/status/2019122823122362576"  
[X Link](https://x.com/FundasyInvestor/status/2019122823122362576)  2026-02-04T18:56Z [----] followers, [---] engagements


"I think this might be one of the largest Private Sector investment cycles to ever occur as whatever fixed measure we want % GDP [----] CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *tomorrow vs $145B est The hyperscalers are going all in on AI. https://t.co/tjBmEmF49Q [----] CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *tomorrow vs $145B est The hyperscalers are going all in on AI. https://t.co/tjBmEmF49Q"  
[X Link](https://x.com/FundasyInvestor/status/2019254599346168223)  2026-02-05T03:39Z [----] followers, [----] engagements


"@JM_Investment0 @FundBreakdown Run lean with much higher revenue per employee and reduce OpEx expense as Premiums scale Oscar is doing this better than anyone and its only accelerating. Balance sheet is also cleaner going into price increases"  
[X Link](https://x.com/FundasyInvestor/status/2019889634025538022)  2026-02-06T21:43Z [----] followers, [---] engagements


"$HIMS Same. I sold right before this happened and never looked back wont ever repurchase again. Paul wherever you are consider this a kinda apology because I still made bank on it but you were kinda right $HIMS Blind faith in your CEO is not a way to invest. Lots of people love to say they are rational investors but never change their minds when the facts change. I was long the stock from the teens but was 100% out the day I saw shady behaviour from management. No regrets. $HIMS Blind faith in your CEO is not a way to invest. Lots of people love to say they are rational investors but never"  
[X Link](https://x.com/FundasyInvestor/status/2019895204766163407)  2026-02-06T22:05Z [----] followers, [----] engagements


"If you look at the change in Gross Loss ratios this year itll show how much Oscar gave up vs Molina and show you how a hit like this to Oscar in the future wouldnt even touch it Team also raised as much and as high as possible at IPO check out the Equity/Cash/Liabilities/Debt change over past few years Oscar is only getting better Albeit this pause is totally justified. Hence my pause on holding now and waiting shift4 at same GP multiple is repurchasing 50% of its GP in repurchases since thats owners earnings. So Oscar is not all that cheap on forward so Ill wait Time will come though"  
[X Link](https://x.com/FundasyInvestor/status/2019950040177951049)  2026-02-07T01:43Z [----] followers, [--] engagements


"I finally figured it out. I think $HIMS to equal to like a $TGT or $SNAP level business 2-3x GP is the right price probably"  
[X Link](https://x.com/FundasyInvestor/status/2020895040709517493)  2026-02-09T16:18Z [----] followers, [----] engagements


"$MNDY It's going to get uglier. eventually might even get to Net-Net status When will $CSU start to do public SaaS take-overs Probably when its less than 1x Book http://Monday.com http://Monday.com"  
[X Link](https://x.com/FundasyInvestor/status/2020900216916861146)  2026-02-09T16:38Z [----] followers, [----] engagements


"@buccocapital I'd be okay with $AMZN $NFLX $GOOG Splitting NCAA NFL MLB NBA etc. Just cut out $DIS and ESPN out of the system entirely. It's gotten so bad that I can't even watch any of my favorite sports anymore because of TV right disputes media game blackouts etc"  
[X Link](https://x.com/FundasyInvestor/status/2020937159294001354)  2026-02-09T19:05Z [----] followers, [---] engagements


"$OSCR the ACA is ours gentlemen $OSCR with the monster [----] guidance Back to profitability with huge revenue growth 📈 "2025 was a reset year for the individual market and we took decisive actions to return to profitability in 2026" https://t.co/PeeekP7gU0 $OSCR with the monster [----] guidance Back to profitability with huge revenue growth 📈 "2025 was a reset year for the individual market and we took decisive actions to return to profitability in 2026" https://t.co/PeeekP7gU0"  
[X Link](https://x.com/FundasyInvestor/status/2021252745273999759)  2026-02-10T15:59Z [----] followers, [----] engagements


"@DeepSailCapital Can you add the Payments names on there"  
[X Link](https://x.com/FundasyInvestor/status/2021288866892685676)  2026-02-10T18:23Z [----] followers, [---] engagements


"$EVO $EVVTY I purchased some more Evolution today With a 21x trailing PE and 50% distribution of income via dividends - 2.4% trailing dividend yield on purchase Am I a dividend growth investor yet"  
[X Link](https://x.com/anyuser/status/1713962945938403829)  2023-10-16T16:59Z [----] followers, 15.5K engagements


"Shift4 $FOUR Writeup : Payments Sector Summary : Problems : Shift4s Solution & Business Model : Financials IRR and Portfolio (Paid) *Under Portfolio I disclose the new core position I have as 1/3rd of my portfolio that I could be up 100-200% in [--] yr Link below"  
[X Link](https://x.com/anyuser/status/1985469916871544937)  2025-11-03T22:11Z [----] followers, 31.9K engagements


"$PYPL This business suite sucks. I made a business profile on $WISE and it was a $30 one-time flat fee for near universal Worldwide coverage by comparison If I were to do Venmo Id be need another payment vendor just for the US (Zelle/Apple/Google Pay widest probaly)"  
[X Link](https://x.com/FundasyInvestor/status/2020162147183993043)  2026-02-07T15:46Z [----] followers, [----] engagements


"$OSCR The fact fixed cost leverage is being experienced with this premium growth nuts How can anyone see this and not think about Buffetts early GEICO investment $OSCR am I reading this correctly +50% increase in Revenue guidance for [----] https://t.co/bFXrjmjdDb $OSCR am I reading this correctly +50% increase in Revenue guidance for [----] https://t.co/bFXrjmjdDb"  
[X Link](https://x.com/FundasyInvestor/status/2021381502181749157)  2026-02-11T00:31Z [----] followers, [----] engagements


"Don't you fucking worry. I have a blog post in the works to cover it all I am not suicidal but I will be putting together one of my famous blog posts over the Epstein files and all my conglomerated researched The release of the Epstein files feels less like transparency and more like a psychological operation. It overwhelms the most empathetic and intellectually engaged people with outrage and despair while numbing everyone else into apathy and boredom. Explained by a lawyer. https://t.co/x6IAR0vvwC The release of the Epstein files feels less like transparency and more like a psychological"  
[X Link](https://x.com/FundasyInvestor/status/2021601473776267327)  2026-02-11T15:05Z [----] followers, [----] engagements


"Dude I watched the whole clip. They question her on tons of information about legitimate concerns in the files and she starts talking up the Dow and then it turns into a meme and no one watches the chilling [--] min episode Everyone needs to watch this DOJ Heads interview in my opinion. She literally disregards victims behind her evades talks up the dow and never answers one question or promises one arrest The ref is bought. Disgusting Absolutely hilarious. How everyone is feeling right now. 😂 🤦♂ https://t.co/G5H42QnTHT Absolutely hilarious. How everyone is feeling right now. 😂 🤦♂"  
[X Link](https://x.com/FundasyInvestor/status/2021781400811163841)  2026-02-12T03:00Z [----] followers, [----] engagements


"Ive definitely been enlightened Im conglomerating a ton of research Ive found into a cohesive writeup that I can put together on here Ya know whats funny no one really thinks about the two ethnically Jewish guys that literally almost bankrupted America immediately (Jefferson/Hamilton) Hamilton was in the nations first sex scandal. That guy he was cheating on was actually conducting inside trades in securities for him. He was also one of the largest slave owners of the day Alexander/Jefferson were original Epstein style individuals. Look at the electrons of [----] and [----] again READ THOSE"  
[X Link](https://x.com/FundasyInvestor/status/2021950830459416719)  2026-02-12T14:13Z [----] followers, [--] engagements


"My Ecommerce names are all obviously platform growers with no additional capital infusions to grow profitably for the next decade : $MELI best growth/value/risk adjusted name in the book in my opinion $AMZN is an alright core for a risk-off portfolio but not a Growth Portfolio just yet $SE is opening up quite well with a weakening dollar and Indonesian FX actually being level Y/Y with no depreciation USD growth numbers will be higher in [----] with FX tailwind and pricing execution Mercado Libre is my favorite but Sea Limited is closely being watched I like the $90-100 area for a flush to pick"  
[X Link](https://x.com/FundasyInvestor/status/2018406508665397373)  2026-02-02T19:29Z [----] followers, [----] engagements


"$FOUR Maybe another single digits percent perhaps but I think that's bottom. wow that pool was deep"  
[X Link](https://x.com/FundasyInvestor/status/2018778447183556618)  2026-02-03T20:07Z [----] followers, [----] engagements


"$FOUR With active repurchases for 15%+ of the market cap -- likely being fully deployed between Dec to March. this has been a gift among gift in public markets A 5-Year consolidation period. 36% Gross Profit CAGR (Margins: 23% to 36% Q3) Negative FCF to 10x Price/Free Cash Flow Debt/EBITDA 100x to 3.75x Pro-forma with GB Embedded merchant conversions can grow Gross Profit by a 20%+ rate for 3-5 years with no additional capital added. all capital is going to repurchases now instead of M&A https://twitter.com/i/web/status/2018782491130110267 https://twitter.com/i/web/status/2018782491130110267"  
[X Link](https://x.com/FundasyInvestor/status/2018782491130110267)  2026-02-03T20:23Z [----] followers, [----] engagements


"$FOUR Does it fill the gap up this afternoon after a 5%+ rally or does it get rejected at the gap"  
[X Link](https://x.com/FundasyInvestor/status/2019134309563789811)  2026-02-04T19:41Z [----] followers, [----] engagements


"$EVO Glad I finally exited this one [--] months ago so many lessons Evolution $EVO Q4 '25 results: Net revenues -3.7% (+4.9% at constantant currencies) Total operating revenues -9.5% *Live -4.5% *RNG +1.7% EBITDA -23.6% Adj. EBITDA -6.1% Adj. EBITDA margin of 66.4% (vs. 68.1) EPS -15.9% operating cashflow -11.1% Asian https://t.co/TALpGykchc Evolution $EVO Q4 '25 results: Net revenues -3.7% (+4.9% at constantant currencies) Total operating revenues -9.5% *Live -4.5% *RNG +1.7% EBITDA -23.6% Adj. EBITDA -6.1% Adj. EBITDA margin of 66.4% (vs. 68.1) EPS -15.9% operating cashflow -11.1% Asian"  
[X Link](https://x.com/FundasyInvestor/status/2019336648232669203)  2026-02-05T09:05Z [----] followers, [----] engagements


"Yeah he was right on his research. I always said he was a great researcher but not a great portfolio mgr You and I both made high returns and the business model did degrade and we exited. Pivoted to other LT holds too that are higher quality 30-50% growers that I can maybe actually hold💀😩"  
[X Link](https://x.com/FundasyInvestor/status/2020162665100812650)  2026-02-07T15:48Z [----] followers, [--] engagements


"And again Thank you for everyone at the Super Bowl for giving .60% of the events take-rate directly to Shift4 $FOUR shareholders as Cash Flow Lets increase prices before next years SB even more"  
[X Link](https://x.com/FundasyInvestor/status/2020893597118144653)  2026-02-09T16:12Z [----] followers, [----] engagements


"@fintegrate Love $FIX. I'm so mad that I sold my shares back when it was at $11 when I was 13😂 I just thought it was a cool ticker and it was an hours worth of work for one share"  
[X Link](https://x.com/FundasyInvestor/status/2020922698596221272)  2026-02-09T18:08Z [----] followers, [---] engagements


"$FOUR No volume on the daily thus far with only 450k shares ($27M) being exchanged in morning action All the other payment stocks are up this afternoon and in up trends. could break $60 this afternoon on higher volume pickup Either that or it gets rejected at $60 and volume gets soaked up by big buyers consolidating exponentially further at key rejection resistance points https://twitter.com/i/web/status/2020924060667109533 https://twitter.com/i/web/status/2020924060667109533"  
[X Link](https://x.com/FundasyInvestor/status/2020924060667109533)  2026-02-09T18:13Z [----] followers, [----] engagements


"$CHGG Zero Chegg CEO: "As we have expressed changes in search interfaces continue to impact our traffic" $CHGG: -8% AH https://t.co/KsyvslTwVG Chegg CEO: "As we have expressed changes in search interfaces continue to impact our traffic" $CHGG: -8% AH https://t.co/KsyvslTwVG"  
[X Link](https://x.com/FundasyInvestor/status/2021277829778886925)  2026-02-10T17:39Z [----] followers, [----] engagements


"@DeepSailCapital Id add Fiserv Global Payments Shift4 Wise NU SE MELI (obviously have) Some high quality internationals with LATAM FX boosts next 2-3 quarters are fun options"  
[X Link](https://x.com/FundasyInvestor/status/2021305154956415126)  2026-02-10T19:27Z [----] followers, [--] engagements


"@wolfofharcourt I think that Todd actually acknowledged this real competitor like [--] years ago😂"  
[X Link](https://x.com/FundasyInvestor/status/2021375513994932515)  2026-02-11T00:07Z [----] followers, [---] engagements


"So how are the Crypto bros going to react when BTC starts moving due to the fact the Founder was Epstein"  
[X Link](https://x.com/FundasyInvestor/status/2021415867272310896)  2026-02-11T02:47Z [----] followers, [---] engagements


"$PYPL Didn't catch this. I think I'd pass on Alex Chriss in the future. Good callout @SixSigmaCapital $PYPL stock is valued as if the CEO was in the Epstein files and the news has not broken yet $PYPL stock is valued as if the CEO was in the Epstein files and the news has not broken yet"  
[X Link](https://x.com/FundasyInvestor/status/2021428612654932077)  2026-02-11T03:38Z [----] followers, [----] engagements


"@JayC_Investing Never have been. Ive always been independent/libertarian since even high school Just a hyper logical autist with an attempting to be good heart"  
[X Link](https://x.com/FundasyInvestor/status/2022090484148285711)  2026-02-12T23:28Z [----] followers, [--] engagements


"It took two and half years on my WordPress website to get [---] subscribers Last July I migrated over [---] e-mail addresses After [--] years only [--] months later Im celebrating [----] subscribers and $650 in annual patronage Thank you all. This one feels pretty sweet"  
[X Link](https://x.com/anyuser/status/1746069899615621450)  2024-01-13T07:21Z [----] followers, [----] engagements


"$EVO Unpopular opinion but Evolutions buyback policy hasnt been that bad in my opinion Most of the time the stock has traded at high multiples and they did turn it on when they were asked to Dividends should be buybacks though. RNG shouldve been buybacks too $EVO buybacks visualized. https://t.co/h1wGg4aUCP $EVO buybacks visualized. https://t.co/h1wGg4aUCP"  
[X Link](https://x.com/anyuser/status/1746942790670414333)  2024-01-15T17:09Z [----] followers, 19.8K engagements


"$EVO.ST Just another day of owning a tech company growing faster than the Mag [--] has higher bottom line margins than Mastercard and trades at a reasonable 21.5x FCF with active buybacks"  
[X Link](https://x.com/anyuser/status/1751673822065918008)  2024-01-28T18:29Z [----] followers, 44.3K engagements


"$EVO Plain and simple one of the best businesses to ever exist $EVO is up 7% this morning after a better than expected Q4 and an optimistic [----] outlook "We come into 2024-2025 with higher ambitions than ever" - CEO Martin Carlesund Q4 [----] summary: Game Rounds +30% Revenue +17% *FX-neutral +25% *Live Casino +21% *RNG -4% EBITDA +21% https://t.co/PMPGcTavK7 $EVO is up 7% this morning after a better than expected Q4 and an optimistic [----] outlook "We come into 2024-2025 with higher ambitions than ever" - CEO Martin Carlesund Q4 [----] summary: Game Rounds +30% Revenue +17% *FX-neutral +25% *Live"  
[X Link](https://x.com/FundasyInvestor/status/1753035778635059210)  2024-02-01T12:41Z [----] followers, 24.8K engagements


"$KNSL You all own these flashy tech companies. I own specialty insurance: - EPS up 54% Y/Y - Combined ratio of 72.1% resulting in a 28% operating margin - Net income increased 94% this fiscal year Blowout 4Q CC: @GaliciaInvestor @TheGarpInvestor @SvnCapital"  
[X Link](https://x.com/FundasyInvestor/status/1758239910471852254)  2024-02-15T21:20Z [----] followers, 20.6K engagements


"$EVO This is a material de-risk in the Evolution Gaming thesis. Everyone knew the probability was low but it wasn't zero Eftersom den huvudsakliga risken i igamingbolag r regleringar och deras efterlevnad har risken tveklst minskat i $EVO nr en mer n tv r lng utredning helt rentvr bolaget frn misstankar om att frska kringg regleringar och embargon mot stater. Eftersom den huvudsakliga risken i igamingbolag r regleringar och deras efterlevnad har risken tveklst minskat i $EVO nr en mer n tv r lng utredning helt rentvr bolaget frn misstankar om att frska kringg regleringar och embargon mot"  
[X Link](https://x.com/FundasyInvestor/status/1759937094959382592)  2024-02-20T13:44Z [----] followers, [----] engagements


"$EVO The large legacy players will just in-house Live Casino. Why would they give that margin to Evolution Because live-casino is hard. Youll make more profits as a partner than a competitor Caesars $CZR generates over [--] billion dollars annually from its casino operations Yet it teams up with $EVO for its Live Casino supply instead of trying to in-source it https://t.co/LBukejPtx1 Caesars $CZR generates over [--] billion dollars annually from its casino operations Yet it teams up with $EVO for its Live Casino supply instead of trying to in-source it https://t.co/LBukejPtx1"  
[X Link](https://x.com/FundasyInvestor/status/1760310084419158303)  2024-02-21T14:26Z [----] followers, 10.2K engagements


"Update on the actively managed portfolio and weights: $EVO $EVVTY: 24.8% $ACIC: 15.1% $CANB: 12.7% $DNP.WA $DNOPY: 10.8% $KNSL: 10% $APR.WA: 9.4% $AEP.V $APEUF: 9.4% $SPR.WA: 6% $MELI: 1% Watchlist: $MAD.AX $TVK.TO $CSU.TO $ATD.TO $XPEL $4MS.WA"  
[X Link](https://x.com/anyuser/status/1760330007178547293)  2024-02-21T15:45Z [----] followers, 17.2K engagements


"$DNP.WA I actually did go back and look at Walmart's financials from the 70s back a few months ago and the similarities between what Dino Polska is doing out in Eastern Europe and what Walmart did in small town America are eerily similar. down to the financials and growth rates Dino $DNP.WA is really like buying Walmart in it's earlier days. Dino $DNP.WA is really like buying Walmart in it's earlier days"  
[X Link](https://x.com/FundasyInvestor/status/1761050892306907152)  2024-02-23T15:30Z [----] followers, 11.7K engagements


"$EVO Am I doing this right $V operating activities. This chart is absolutely ridiculous. It gives me the same sensation every quarterly review. https://t.co/Yk1yn5BRnt $V operating activities. This chart is absolutely ridiculous. It gives me the same sensation every quarterly review. https://t.co/Yk1yn5BRnt"  
[X Link](https://x.com/anyuser/status/1762855928854970460)  2024-02-28T15:03Z [----] followers, 20.3K engagements


"$EVO North America is movinggg 🎲Our exciting take on the ancient dice game is LIVE in New Jersey 🙌 With random multipliers up to 1000x and multiple betting options Super Sic Bo is fun for all #Evolution #LiveCasino #iGaming 21+ If you or someone you know has a gambling problem please call 1-800-GAMBLER https://t.co/M0N1pzE7jO 🎲Our exciting take on the ancient dice game is LIVE in New Jersey 🙌 With random multipliers up to 1000x and multiple betting options Super Sic Bo is fun for all #Evolution #LiveCasino #iGaming 21+ If you or someone you know has a gambling problem please call"  
[X Link](https://x.com/FundasyInvestor/status/1763272731502457110)  2024-02-29T18:39Z [----] followers, [----] engagements


"$EVO Stealing share from PlayTech when everyone was worried about the other way around Q1 has shown signs of reacceleration. Think the stocks yield is attractive here 💡 Exclusive: Evolution has agreed a deal with bet365 to provide it with its portfolio of live dealer games. $EVO #bet365 #livecasino 👉 https://t.co/i5BOtr4LQ4 💡 Exclusive: Evolution has agreed a deal with bet365 to provide it with its portfolio of live dealer games. $EVO #bet365 #livecasino 👉 https://t.co/i5BOtr4LQ4"  
[X Link](https://x.com/FundasyInvestor/status/1782810224736301522)  2024-04-23T16:34Z [----] followers, [----] engagements


"NEW POST: Kinsale Built for Efficiency and Profitability $KNSL In this post I dive deep into the company's competitive advantages the E&S market as a whole the Insurance Supply Chain and diagnose why this Carrier will continue growing Market Share Link below"  
[X Link](https://x.com/anyuser/status/1784639646967742502)  2024-04-28T17:43Z [----] followers, 23K engagements


"$EVO $EVVTY Holders beware that this consolidation will continue. The downside is probably 10% more to the [----] range or so 9% lower than today that corresponds to the bottom of this channel That would be a 18.5x LTM PE that corresponds to the bottom valuation last September"  
[X Link](https://x.com/FundasyInvestor/status/1791124004926832678)  2024-05-16T15:10Z [----] followers, 53.5K engagements


"$EVO $EVVTY In the next few months this will be one of the easiest adds in the market - Consistent reliable growth - High margins - Best in class management team - High cash return to shareholders at a high growing yield Will add more when its time and put out a blog post $EVO $EVVTY Holders beware that this consolidation will continue. The downside is probably 10% more to the [----] range or so 9% lower than today that corresponds to the bottom of this channel That would be a 18.5x LTM PE that corresponds to the bottom valuation last September https://t.co/uQZfPV4VFv $EVO $EVVTY Holders beware"  
[X Link](https://x.com/anyuser/status/1791124804214333702)  2024-05-16T15:13Z [----] followers, 15.7K engagements


"$KNSL Fantastic fantastic thread over the name If you're on the fence about looking at the company this is a great preview of why you should look further into the name One of my largest positions and definitely analogous to early days of Progressive & GEICO Gather 'round fintwit. it's time to tell the story of the greatest wealth compounder you've never heard of. This stock has returned 50% annually since its [----] IPO and more than doubled the total returns of world-dominating stocks like $AAPL $GOOG $MSFT and $META. Today https://t.co/zTALuZagvF Gather 'round fintwit. it's time to tell the"  
[X Link](https://x.com/anyuser/status/1799094045559677402)  2024-06-07T15:00Z [----] followers, 18.9K engagements


"$EVO $EVVTY Looks to be a pretty good time to add to this name Good Technical and Fundamental setup with shareholder yields north of 5% today"  
[X Link](https://x.com/FundasyInvestor/status/1800170877205844355)  2024-06-10T14:19Z [----] followers, 13.4K engagements


"I just finished my updated $EVO Writeup for investors to show the opportunity here today at these prices I also have a $KNSL writeup IRR expectation writeup nearly finished but I'm co-publishing this content on another writer's platform so I have to wait $EVO on Friday"  
[X Link](https://x.com/anyuser/status/1803497030805025175)  2024-06-19T18:36Z [----] followers, [----] engagements


"NEW POST: Evolution Gaming Pitch $EVO $EVO.ST $EVVTY In this pitch: - Link my previous Moat Analysis - Update and Revise my Growth Drivers - Provide an updated IRR Expectations with a Bull and Base case Link in reply below Please like retweet or share if you enjoy🙏"  
[X Link](https://x.com/anyuser/status/1804152958227013847)  2024-06-21T14:02Z [----] followers, 48.9K engagements


"$EVO Been calling this trend out for a minute. Revenue has reaccelerated in Q1 this year from the trends I've been seeing. This stock is going to rip over the next bit. Planning on adding at the bottom of this channel $EVO $EVVTY Holders beware that this consolidation will continue. The downside is probably 10% more to the [----] range or so 9% lower than today that corresponds to the bottom of this channel That would be a 18.5x LTM PE that corresponds to the bottom valuation last September https://t.co/uQZfPV4VFv $EVO $EVVTY Holders beware that this consolidation will continue. The downside is"  
[X Link](https://x.com/FundasyInvestor/status/1806384670164263315)  2024-06-27T17:50Z [----] followers, [----] engagements


"NEW POST: Kinsale Capital Q1 Review and IRR Expectations $KNSL In this article: - Q1 Highlights - Financial & Operational Updates - IRR Expectations where I break down a baseline path to 14% IRRs over the next decade Hope you enjoy Link in thread below👇"  
[X Link](https://x.com/anyuser/status/1810318996996346143)  2024-07-08T14:24Z [----] followers, 15K engagements


"$EVO And we're back on the trendline post-ER I think this is not a bad place to buy here. Lowest LTM valuation (PE = 18) on record as a Public Company I think this is a great long-term position to be building right now. There are risks; they feel priced in"  
[X Link](https://x.com/anyuser/status/1815428583071904002)  2024-07-22T16:47Z [----] followers, [----] engagements


"$KNSL Kinsale Q2 Release ✅ Diluted EPS increased 27% (25 LTM PE) ✅ Gross Written Premiums up 21% Y/Y ✅ Investment Income up 48% Y/Y ✅ Combined Ratio of 77.7% Q2 '23 was 76.7% What a team. What a company. Great results"  
[X Link](https://x.com/anyuser/status/1816571569218740718)  2024-07-25T20:29Z [----] followers, 21.7K engagements


"$EVO $EVVTY Broke through the support from [----] Covid uptrend. Did not expect that to be honest PE Ratio continuing to compress downwards. Now sitting at a [--] PE (6% shareholder yield)"  
[X Link](https://x.com/FundasyInvestor/status/1816893804483690753)  2024-07-26T17:50Z [----] followers, 12K engagements


"$EVO $EVVTY Purchased some more Evolution Gaming stock at $95.60 USD a share Already a large position but its at back up the truck levels and I intend to take advantage of this clear adding opportunity $EVO $EVVTY Broke through the support from [----] Covid uptrend. Did not expect that to be honest PE Ratio continuing to compress downwards. Now sitting at a [--] PE (6% shareholder yield) https://t.co/EHnM4QzcVc $EVO $EVVTY Broke through the support from [----] Covid uptrend. Did not expect that to be honest PE Ratio continuing to compress downwards. Now sitting at a [--] PE (6% shareholder yield)"  
[X Link](https://x.com/FundasyInvestor/status/1816898309937856853)  2024-07-26T18:08Z [----] followers, [----] engagements


"$KNSL I hear a lot in regards to Kinsale that it "doesn't interest investors" or "is outside their area of competence" Well I DCA'd this entire channel indicated below shouted from the rooftops and not many investors cared Up 17% today and it's multiple barely expanded"  
[X Link](https://x.com/anyuser/status/1816922657226654019)  2024-07-26T19:44Z [----] followers, 12.8K engagements


"$KNSL Dawgs of a management team. The story isn't played out though. - 2% market share - Still building out new products/coverages - Still scaling expense ratio has another 200-300 bps of leverage I believe over long term - Great long-term pricing/inflation dynamics Kinsale is a [--] bagger in [--] years and is still growing 30% py. https://t.co/Qzhqsj0umE Kinsale is a [--] bagger in [--] years and is still growing 30% py. https://t.co/Qzhqsj0umE"  
[X Link](https://x.com/anyuser/status/1816926314512957671)  2024-07-26T19:59Z [----] followers, [----] engagements


"$KNSL Mgmt "To be a compounder of wealth we need to have above mid-teens ROE" Mission Accomplished for now I would say Things you love to see as a shareholder courtesy of the $KNSL conference call. https://t.co/fEBTpW64CH Things you love to see as a shareholder courtesy of the $KNSL conference call. https://t.co/fEBTpW64CH"  
[X Link](https://x.com/FundasyInvestor/status/1817931334452711673)  2024-07-29T14:33Z [----] followers, [----] engagements


"$EVO $EVVTY I like buying Evolution Gaming here. Tons of support below it from previous buyers (including myself here) Record low valuation at [--] PE 3% dividend yield buyback program rolling at the same time. Great diversification from the US / S&P500 in my opinion"  
[X Link](https://x.com/anyuser/status/1818013248022864271)  2024-07-29T19:58Z [----] followers, [----] engagements


"$KNSL Been a good week for my adds to Kinsale. From May to before the ER I was adding aggressively due to the price dislocation Feels good when they actually work out"  
[X Link](https://x.com/FundasyInvestor/status/1818344826468778135)  2024-07-30T17:56Z [----] followers, [----] engagements


"$EVO I have a thick buy list but Evolution Gaming at a [--] PE returning all its capital and set to pass up this increased tax rate this year top of my list $EVO Capital Allocation Policy https://t.co/vsWDq2l6gg $EVO Capital Allocation Policy https://t.co/vsWDq2l6gg"  
[X Link](https://x.com/anyuser/status/1824433093479997663)  2024-08-16T13:08Z [----] followers, 15.2K engagements


"$HIMS Might one day be one of the greatest DTC companies to ever create a direct distribution channel to fix a value destroying industry for the consumer People can focus on products. I focus on distribution"  
[X Link](https://x.com/anyuser/status/1828444532230541800)  2024-08-27T14:48Z [----] followers, 12.2K engagements


"Among all the companies on my watchlist $KNSL $MAD.AX $DUR.AX $CSU $TVK.TO $CPRT $MELI $EVO $FOUR etc. I put a Growth (X-Axis: 2Y Rev CAGR) and Valuation (Y Axis: Price/GP) Hims&Hers $HIMS is in the bottom right every time. The market thinks the business won't scale I do"  
[X Link](https://x.com/anyuser/status/1829179059257143477)  2024-08-29T15:27Z [----] followers, 21.2K engagements


"$KNSL One crucial things to consider in an investment is this key concept. Is the business going to get better or worse over time Are there efficiencies of scale Will this business model get more or less profitable over time Kinsale is a scalable financial. ROE ☝☝☝"  
[X Link](https://x.com/anyuser/status/1830679361697259664)  2024-09-02T18:49Z [----] followers, [----] engagements


"$DNP Great company - Was expensive three years ago in [----]. Bad time to buy (50x PE) - Today its a deleveraged business that still owns 95% of the land and locations for a lower margin business creating sustainable 20%+ ROE In a cyclical low-margin business - Great buy here"  
[X Link](https://x.com/anyuser/status/1831712918846529941)  2024-09-05T15:16Z [----] followers, [----] engagements


"@LukeWolgram I respect everyone opinions I think this is well thought out for your situation. However I work in software implementation and I dont think you understand the nuances of software implantation and what can/cant scale well. AI doesnt solve these issues"  
[X Link](https://x.com/anyuser/status/1833926160427729181)  2024-09-11T17:50Z [----] followers, [----] engagements


"$CSU.TO Software Implementation expert here. I own a fuck load of Constellation with a long time horizon for what its worth Many of Constellation Software's business are actually really shitty software but customers don't switch because the provider is either a monopoly or switching costs are too high. When AI reduces switching costs and competitor development costs to nearly [--] $CSU.TO is screwed. Many of Constellation Software's business are actually really shitty software but customers don't switch because the provider is either a monopoly or switching costs are too high. When AI reduces"  
[X Link](https://x.com/anyuser/status/1833926460760858678)  2024-09-11T17:51Z [----] followers, 14.1K engagements


"New Post: Hims & Hers $HIMS In the below article I breakdown the business model and its operations to explain why this company will grow its market share substantially over coming years with scalable economics Link below for the article🙏"  
[X Link](https://x.com/anyuser/status/1837949427652170034)  2024-09-22T20:17Z [----] followers, 28.8K engagements


"$HIMS I've never seen something like this before. I can only imagine that this was what it felt like to own Netflix from [----] to [----] or something like that"  
[X Link](https://x.com/anyuser/status/1842241992165638483)  2024-10-04T16:34Z [----] followers, 16K engagements


"The more I look at other reports. the more I realize that I just need to keep buying $KNSL as fast as humanly possible"  
[X Link](https://x.com/anyuser/status/1848747832469049843)  2024-10-22T15:26Z [----] followers, 11.1K engagements


"$KNSL Happy happy shareholder. These are crazy"  
[X Link](https://x.com/anyuser/status/1849547486437773613)  2024-10-24T20:24Z [----] followers, 19.8K engagements


"$KNSL Down 6% on these results🥳 Im going to be increasing my position substantially with any capital I can find Kinsale $KNSL Q3 [--] results Revenue $418M Q3 [--] $314M +33% 🟢 Est. $401M beat 🟢 EPS $4.90 Q3 [--] $3.26 +50% 🟢 Est. $3.78 beat 🟢 https://t.co/0CGRq1SpHC Kinsale $KNSL Q3 [--] results Revenue $418M Q3 [--] $314M +33% 🟢 Est. $401M beat 🟢 EPS $4.90 Q3 [--] $3.26 +50% 🟢 Est. $3.78 beat 🟢 https://t.co/0CGRq1SpHC"  
[X Link](https://x.com/anyuser/status/1849814755738882445)  2024-10-25T14:06Z [----] followers, [----] engagements


"$KNSL At the same LTM PE as when it was at $370 per share. [--] months ago Great compounder to own in the portfolio. Company finally initiated a buyback as well"  
[X Link](https://x.com/anyuser/status/1849843233603408118)  2024-10-25T15:59Z [----] followers, [----] engagements


"$ACIC Fantastic Q3 results as expected - Net Written Premium growth of 48% - Revenue Growth of 56% - EBIT growth of 84% - EPS growth of 137% (Cont. Ops +65%) - ROE of 56% on GAAP net income - Combined Ratio 53% (from 59%)"  
[X Link](https://x.com/anyuser/status/1854275078990541231)  2024-11-06T21:30Z [----] followers, [----] engagements


"$ACIC Management continuing to call out how wrong the one analyst is that follows the company (apparently not very closely or accurately) CC: @RaymondJames"  
[X Link](https://x.com/FundasyInvestor/status/1854277917817053610)  2024-11-06T21:41Z [----] followers, [----] engagements


"$HIMS Up 10%+ since Cedar Grove announced it was shorting its biggest winner after it fell 25%+ from ATH These are the facts"  
[X Link](https://x.com/anyuser/status/1879629469046235279)  2025-01-15T20:39Z [----] followers, 17.5K engagements


"$HIMS Absolute insanity 🚨 BREAKING: $HIMS SHORT INTEREST HITS NEW RECORD - [----] MILLION SHARES - 33% OF FLOAT 🤯 https://t.co/GtNk4RJ0oU 🚨 BREAKING: $HIMS SHORT INTEREST HITS NEW RECORD - [----] MILLION SHARES - 33% OF FLOAT 🤯 https://t.co/GtNk4RJ0oU"  
[X Link](https://x.com/FundasyInvestor/status/1884237824192606600)  2025-01-28T13:51Z [----] followers, [----] engagements


"$HIMS The Inverse Paul method has worked thus far. Bought at $17 Paul shorted at $25 Bought more around $22 post-Amazon Sold at $45🙄 Paul shorted again at $60 it goes $70 Semaglutide ends he starts bragging Im buying mildly If he victory laps I bear down Keep it simple"  
[X Link](https://x.com/anyuser/status/1893401448299327752)  2025-02-22T20:44Z [----] followers, 16.9K engagements


"I'm going real when are we going to acknowledge the behemoth that is Mercado Libre $MELI Where does is sit right now on your list It's at 14x FCF. I know there's massive provisions and depreciation so this is inflated. EBIT margin is 12.6% 50% ROE negative WC business"  
[X Link](https://x.com/anyuser/status/1899602741158154364)  2025-03-11T23:26Z [----] followers, [----] engagements


"$HIMS Seems like a fad to me ignore this one and sell it down to $25 please for me from today's $34 FCF is going to drop Revenue will stop growing People won't like cheaper drugs anymore People won't like more convenient options anymore People will go against their natures"  
[X Link](https://x.com/anyuser/status/1899898049108832543)  2025-03-12T18:59Z [----] followers, 22.7K engagements


"$HIMS Something is going to break. the business or the short interest We'll figure out soon I think"  
[X Link](https://x.com/anyuser/status/1911441046069780596)  2025-04-13T15:27Z [----] followers, [----] engagements


"Purchased a small bit more of $HIMS today with Friday's deposits I refuse to give into short term thinking. These are QUARTERLY gross profit per share numbers. Q/Q growth in a secular disruption story I am buying for [----] and beyond on days like today where it drops 5%"  
[X Link](https://x.com/anyuser/status/1914322950829863247)  2025-04-21T14:18Z [----] followers, [----] engagements


"$KNSL One of the more important snips that you will see from an Insurance Conference Call in Q1 about the state of the industry CC: @SvnCapital @GaliciaInvestor"  
[X Link](https://x.com/anyuser/status/1915789267919372645)  2025-04-25T15:25Z [----] followers, 14.2K engagements


"I know Ive gotten uber lucky recently but this feels so dang good yall. After destroying my account a few years ago today is a dream"  
[X Link](https://x.com/anyuser/status/1917388993328734215)  2025-04-30T01:22Z [----] followers, 15.3K engagements


"$LMND investors are not serious people $OSCR is about the same size and actually implementing technologically scalable insurance solutions If your tech worked without scaling employees. why hasn't that shown up in the numbers $LMND is an AI tech wolf in insurance clothing https://t.co/F8m1l2JjSg $LMND is an AI tech wolf in insurance clothing https://t.co/F8m1l2JjSg"  
[X Link](https://x.com/anyuser/status/1931736302611034228)  2025-06-08T15:33Z [----] followers, 44.1K engagements


"The $OSCR bull case summarized in one picture"  
[X Link](https://x.com/anyuser/status/1934611617460732326)  2025-06-16T13:58Z [----] followers, 25.3K engagements


"NEW POST: $OSCR The New Age Health Insurer - All my Qualitative/Quantitative Research (Free) - Assumptions / IRR Calculation (Paid) - Portfolio Weights (Paid) Hope you all enjoy Link below or in my Bio"  
[X Link](https://x.com/anyuser/status/1935768551366779047)  2025-06-19T18:36Z [----] followers, 51.8K engagements


"Can I just say something"  
[X Link](https://x.com/anyuser/status/1978279932129157214)  2025-10-15T02:01Z [----] followers, 43.5K engagements


"No you cannot. Go sit in a corner Can I just say something. https://t.co/b2bbuz18fZ Can I just say something. https://t.co/b2bbuz18fZ"  
[X Link](https://x.com/FundasyInvestor/status/1983540924694302947)  2025-10-29T14:26Z [----] followers, 28.9K engagements


"More companies should do this Insane work Google just issued [--] year bonds (yes due in 2075) at 107bps over treasuries. Google just issued [--] year bonds (yes due in 2075) at 107bps over treasuries"  
[X Link](https://x.com/FundasyInvestor/status/1985780358718079265)  2025-11-04T18:45Z [----] followers, 139.7K engagements


"New Post: H1 [----] Gameplan I utilize this investing blog to keep myself accountable. My readers are counting on me for big updates on my portfolio and I simultaneously need to make sure that I can justify the moves upfront with my research in the present. In this blog post: - Free Subscribers: Will gain all the research for Free on how I diagnosed Shift4 as an opportunity among all my portfolios holdings and watchlist - Paid Subscribers: Will gain all my research on the IRRs I expect and the Portfolio Ownership structure I went with - New Product Available: With memberships increasing with"  
[X Link](https://x.com/FundasyInvestor/status/2011478689419043279)  2026-01-14T16:41Z [----] followers, 16.3K engagements


"$VITL Vital Farms is in the dumps right now stock wise Margins down bad growth looking good stock down Balance sheet still is clean though and needs to push through Definitely a company I can root for but stay on the sidelines #PastureRaisedEggsBabayyyy #StockScreenSaturday"  
[X Link](https://x.com/FundasyInvestor/status/1652323578518425600)  2023-04-29T14:46Z [----] followers, [----] engagements


"On the opposite end of the spectrum $KRT Karat Packaging Provider of disposable food packaging logos services for the restaurant & food service industry Solid margins (7% EBIT margins) and good growth at an 11x PE Probably best US stock setup that I've seen in a while"  
[X Link](https://x.com/FundasyInvestor/status/1652330108684730370)  2023-04-29T15:12Z [----] followers, [---] engagements


"@realroseceline @fcfgrowth Shift4 isn't trying to win over Mag7 style companies and compete with $ADYEN Stripe $DLO etc. That's lower ROIC lower margins and worse capital allocation Shift4 is going after the complex payment systems that it has an edge and can have higher take rates over time"  
[X Link](https://x.com/FundasyInvestor/status/1990892053908107513)  2025-11-18T21:17Z [----] followers, [---] engagements


"@fcfgrowth @realroseceline Someone might have done a lot of the research leg work for you on $FOUR luckily Yes $DLO is looking to be the infra for local payments. However $ADYEN is frankly not super far behind being able to offer this same service in time with a .15% take rate https://fundasyinvestor.substack.com/p/shift4-payments-the-end-to-end-card https://fundasyinvestor.substack.com/p/shift4-payments-the-end-to-end-card"  
[X Link](https://x.com/FundasyInvestor/status/1990902707121762378)  2025-11-18T21:59Z [----] followers, [---] engagements


"If you can muster reading it this will be the most value adding book to add to your reading list the next few years 10% through and Ive already learned so many lenses to think through this next technology breakthrough"  
[X Link](https://x.com/FundasyInvestor/status/1993017989034315886)  2025-11-24T18:04Z [----] followers, [----] engagements


"FWIW I don't own a single stock on this list. I enjoy owning companies that are deflationary and systematically create sustainable value for the world Used to own $EVO.ST and that was a mistake that I don't intend to duplicate I've mentally building a "Sin Stock ETF" : $META: Attention crack $MCD: Cheap food $DPZ: Cheap pizza $RMS: Ridiculously priced bags $LVMH: Overpriced "luxury" $RACE: Overpriced cars $GRND: Hookup sex monopoly $AFRM: Buying shit you can't afford $TDG: Price gauging the US gov't I've mentally building a "Sin Stock ETF" : $META: Attention crack $MCD: Cheap food $DPZ: Cheap"  
[X Link](https://x.com/FundasyInvestor/status/1996633230125220297)  2025-12-04T17:30Z [----] followers, [----] engagements


"Oh 100% that the $GB pro forma results will look quite good. Definitely excited about high margin of a business add-on that was already without any additional cross selling having occurred yet which will be a huge [----] growth driver The global rails for the tuckin strategy internationally similar to SmartPay is also just such a steady long term growth driver. With International take-rates being higher than US mature profiles Shift4 will be moving downstream in comparison to $ADYEN moving upstream to the US market a few years ago Should be fun. Happy you stuck with me to keep reading up on"  
[X Link](https://x.com/FundasyInvestor/status/1998466261978579167)  2025-12-09T18:54Z [----] followers, [---] engagements


"@NestBetter And now they get to repurchase $FOUR shares on the public market at 3x the EV of the $GB acquisition😂😂 Easy returns from here"  
[X Link](https://x.com/FundasyInvestor/status/2000342070813487259)  2025-12-14T23:08Z [----] followers, [---] engagements


"I think they were looking to get acquired [--] years ago but with CEO having the M&A experience to take their approach global I think the $GB acquisition for 3B signaled their intention to be a large cap player themself in a few years The acquisition price would need to be $15B or higher. So idk if it makes sense with where competitors are valued today. Likely $FOUR repurchases 15% of the company back and becomes a big player. https://twitter.com/i/web/status/2000760877323067395 https://twitter.com/i/web/status/2000760877323067395"  
[X Link](https://x.com/FundasyInvestor/status/2000760877323067395)  2025-12-16T02:52Z [----] followers, [---] engagements


"Global Blue $GB taken private at $7.50 per share ($2.5B EV) is like 1/3rd $FOUR EV here 1/2 the market cap after the repurchases for $1B from $6B diluted market cap today The takeout value of $FOUR would be insane like $150+ per share. No other payment company is paying that mgmt wont take any less https://twitter.com/i/web/status/2000762146683003330 https://twitter.com/i/web/status/2000762146683003330"  
[X Link](https://x.com/FundasyInvestor/status/2000762146683003330)  2025-12-16T02:57Z [----] followers, [---] engagements


"Dude this has been so much fun to watch. $FOUR started their buyback in comparison to competitors at the bottom of this gigantic downswing and is buying back stock at a diluted $5.6B Marketcap for a $1B buyback that is 1/3rd the amount spent to acquire $GB This is the most exciting time as a Shift4 holder in the past five years at the lowest valuations ever as a Public company and still up 60% from 2022🤣 https://twitter.com/i/web/status/2006472022176448764 https://twitter.com/i/web/status/2006472022176448764"  
[X Link](https://x.com/FundasyInvestor/status/2006472022176448764)  2025-12-31T21:06Z [----] followers, [---] engagements


"$FOUR Thats hot. Big stair step this year with $GB. Going to get even more nuts [--] year payment volume growth: $XYZ +133% $TOST +596% $FOUR +671% Keep sleeping. https://t.co/kTNu1oBwT6 [--] year payment volume growth: $XYZ +133% $TOST +596% $FOUR +671% Keep sleeping. https://t.co/kTNu1oBwT6"  
[X Link](https://x.com/FundasyInvestor/status/2008426613881409577)  2026-01-06T06:33Z [----] followers, [----] engagements

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