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# ![@retaox Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1083159258173198337.png) @retaox Durable Investments 

Durable Investments  posts on X about $dv, $rely, $wise, $eeft the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1083159258173198337/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1083159258173198337/c:line/m:interactions.svg)

- X Week XXXXXX +47%
- X Month XXXXXX +72%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +25%

### Mentions: XX [#](/creator/twitter::1083159258173198337/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1083159258173198337/c:line/m:posts_active.svg)

- X Week XX +16%
- X Month XX +47%
- X Months XXX +21%
- X Year XXX +15%

### Followers: XXXXX [#](/creator/twitter::1083159258173198337/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1083159258173198337/c:line/m:followers.svg)

- X Week XXXXX no change
- X Month XXXXX +0.03%
- X Months XXXXX +2.40%
- X Year XXXXX +5.80%

### CreatorRank: XXXXXXX [#](/creator/twitter::1083159258173198337/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1083159258173198337/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1083159258173198337/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [finance](/list/finance)  XXX% [technology brands](/list/technology-brands)  XXX% [social networks](/list/social-networks)  XXX% [countries](/list/countries)  XXX% [currencies](/list/currencies)  XXX%

**Social topic influence**
[$dv](/topic/$dv) #1, [$rely](/topic/$rely) #16, [$wise](/topic/$wise) #5, [$eeft](/topic/$eeft) #6, [meta](/topic/meta) 2.1%, [over the](/topic/over-the) 2.1%, [$relys](/topic/$relys) #1, [$wizey](/topic/$wizey) #1, [infrastructure](/topic/infrastructure) #2980, [futures](/topic/futures) #1720

**Top accounts mentioned or mentioned by**
[@saynototrading](/creator/undefined) [@nestbetter](/creator/undefined) [@bubblebeta](/creator/undefined) [@bluthcapital](/creator/undefined) [@wallfacerluoji](/creator/undefined) [@g6mqktcnkx](/creator/undefined) [@leveragevaluep](/creator/undefined) [@fiscoraoriginal](/creator/undefined) [@kerkouros](/creator/undefined) [@hodlbitty](/creator/undefined) [@jimmydagreek76](/creator/undefined) [@petermantas](/creator/undefined) [@vince85623723](/creator/undefined) [@hollertotide](/creator/undefined) [@m1nvest](/creator/undefined) [@speedwellllc](/creator/undefined) [@rossiadam](/creator/undefined) [@giannidimattia6](/creator/undefined) [@logoslp](/creator/undefined) [@taobanker](/creator/undefined)

**Top assets mentioned**
[DoubleVerify Holdings, Inc. (DV)](/topic/$dv) [Remitly Global, Inc. Common Stock (RELY)](/topic/$rely) [Wise (WISE)](/topic/$wise) [Euronet Worldwide Inc (EEFT)](/topic/$eeft) [Western Union Co (WU)](/topic/$wu) [Snap, Inc. (SNAP)](/topic/$snap) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [RAMP (RAMP)](/topic/$ramp) [Microsoft Corp. (MSFT)](/topic/microsoft) [Canadian Pacific Railway (CP)](/topic/$cp) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [UNIPOLY (UNP)](/topic/$unp) [CSX Corporation (CSX)](/topic/$csx) [Norfolk Southern Corp. (NSC)](/topic/$nsc) [Roper Technologies Inc (ROP)](/topic/$rop) [Neurobro (BRO)](/topic/$bro) [Metrix Coin (MRX)](/topic/$mrx) [Fiserv, Inc. (FI)](/topic/$fi) [Metadium (META)](/topic/$meta) [LKQ Corporation (LKQ)](/topic/$lkq) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk)
### Top Social Posts [#](/creator/twitter::1083159258173198337/posts)
---
Top posts by engagements in the last XX hours

"$SNAP is sharing attention metrics like dwell time eye gaze to $DV. A first first for Social. Will be a strong proof point if they get Meta next. Meta already has onboarded for measurement for feeds and reels"  
[X Link](https://x.com/retaox/status/1979036204784922690) [@retaox](/creator/x/retaox) 2025-10-17T04:06Z 9804 followers, 1820 engagements


"For Open Web injecting a piece of measurement JS code as part of the ad worked. But for mobile apps they had to use Open Measurement SDK to share the infrastructure with IAS and MOAT"  
[X Link](https://x.com/retaox/status/1979899483883209126) [@retaox](/creator/x/retaox) 2025-10-19T13:16Z 9804 followers, XXX engagements


"For walled gardens like Meta Google Snap and TikTok they have to do direct server side integrations. Although there's higher vendor concentration these integrations are oligopolistic and have wider moat"  
[X Link](https://x.com/retaox/status/1979903596423528516) [@retaox](/creator/x/retaox) 2025-10-19T13:32Z 9804 followers, XXX engagements


"$DV pays XX% cut to DSPs for facilitating the transaction. Today SSPs like Magnite don't charge Measurement Players like $DV if Advertisers are directly buying from the SSP"  
[X Link](https://x.com/retaox/status/1979930838797074582) [@retaox](/creator/x/retaox) 2025-10-19T15:21Z 9804 followers, XXX engagements


"I'm finding it hard to find deals in this bull market. Are you any finding any companies that will grow EPS XX% CAGR over the next X years trading for less than XX P/E"  
[X Link](https://x.com/retaox/status/1939337039272648773) [@retaox](/creator/x/retaox) 2025-06-29T14:55Z 9807 followers, 40.7K engagements


"Arm chair prediction: $RAMP will get acquired by a strategic buyer before 2030. Identity is just too valuable to be left alone in a smaller Switzerland"  
[X Link](https://x.com/retaox/status/1958541022767484946) [@retaox](/creator/x/retaox) 2025-08-21T14:45Z 9807 followers, XXX engagements


"Microsoft Advertising is sharing publisher customer data to $DV"  
[X Link](https://x.com/retaox/status/1979034435283542432) [@retaox](/creator/x/retaox) 2025-10-17T03:59Z 9807 followers, XXX engagements


"There is no such thing as value-tech investing. The "Orbital Velocity" for a tech company is XX% topline revenue growth. The moment a company decelerates below that competitive forces of the fast moving tech industry will swallow it. Revenue growth trumps all in tech"  
[X Link](https://x.com/retaox/status/1979196005967888805) [@retaox](/creator/x/retaox) 2025-10-17T14:41Z 9807 followers, XXX engagements


"What good is having duopolistic infrastructure with captive customers if industry revenues have been growing only marginally above inflation $CP $CNR.TO $BRK.B $UNP $NSC $CSX"  
[X Link](https://x.com/retaox/status/1915578927168598263) [@retaox](/creator/x/retaox) 2025-04-25T01:29Z 9803 followers, 11.2K engagements


"Looks like near term bankruptcy risk is off the table for $SABR after Hospitality Solutions sale and extending debt maturity to 2029"  
[X Link](https://x.com/retaox/status/1956575309018345770) [@retaox](/creator/x/retaox) 2025-08-16T04:34Z 9805 followers, 2410 engagements


"$MRX thinks its recent acceleration in growth is coming from increased participation from retail investors in trading options and futures"  
[X Link](https://x.com/retaox/status/1973373993596907606) [@retaox](/creator/x/retaox) 2025-10-01T13:06Z 9803 followers, 5761 engagements


"The Agency and Execution segment allows customers like financial orgs of industrial companies and smaller hedge funds to buy and sell futures of commodities to manage volatility in their raw material"  
[X Link](https://x.com/retaox/status/1975218945931231481) [@retaox](/creator/x/retaox) 2025-10-06T15:17Z 9804 followers, XXX engagements


"Activation and Measurement segments constitute XX% of their business"  
[X Link](https://x.com/retaox/status/1977949841717141816) [@retaox](/creator/x/retaox) 2025-10-14T04:09Z 9804 followers, XXX engagements


"$DV has a transaction based pricing model. Largely doesn't rely on price growth"  
[X Link](https://x.com/retaox/status/1977950403372204349) [@retaox](/creator/x/retaox) 2025-10-14T04:11Z 9803 followers, 1048 engagements


"All FCF goes towards M&A and buyback"  
[X Link](https://x.com/retaox/status/1978106958277173571) [@retaox](/creator/x/retaox) 2025-10-14T14:33Z 9804 followers, 1040 engagements


"The conflict of interest in $DV buying Scibids is worth serious consideration. You can't have the referred also be a coach for one of the teams. I understand why they did it. But the whiff of bias is not worth it"  
[X Link](https://x.com/retaox/status/1978454859285192714) [@retaox](/creator/x/retaox) 2025-10-15T13:36Z 9804 followers, 1047 engagements


""its highly unlikely it will build or buy a DSP. If it did go down that road its inevitable it would be cut out of the big DSP.""  
[X Link](https://x.com/retaox/status/1978462501344854187) [@retaox](/creator/x/retaox) 2025-10-15T14:06Z 9805 followers, XXX engagements


"$META opened up Threads data to $DV"  
[X Link](https://x.com/retaox/status/1979032633095946712) [@retaox](/creator/x/retaox) 2025-10-17T03:52Z 9804 followers, XXX engagements


"For the next X years Walled Gardens is the majority growth driver"  
[X Link](https://x.com/retaox/status/1979924319984562476) [@retaox](/creator/x/retaox) 2025-10-19T14:55Z 9806 followers, XXX engagements


"DSP's charge around XX% of transaction fee. Measurement players like $DV charge X% on top of that"  
[X Link](https://x.com/retaox/status/1979930717514502639) [@retaox](/creator/x/retaox) 2025-10-19T15:20Z 9804 followers, XXX engagements


"The goings are tough in the auto collision world. $LKQ"  
[X Link](https://x.com/retaox/status/1952721160401035660) [@retaox](/creator/x/retaox) 2025-08-05T13:19Z 9805 followers, 1384 engagements


"93% of $RELY's transactions go through within an hour. XX% of $WIZEY $WISE's transaction go through with an hour. AFAIK these are the only players that even disclose this metric. Others are far far behind. $EEFT $WU"  
[X Link](https://x.com/retaox/status/1966120463819747810) [@retaox](/creator/x/retaox) 2025-09-11T12:43Z 9803 followers, 2617 engagements


"$RELY active customers and send volume both grew XX% CAGR over the past X years"  
[X Link](https://x.com/retaox/status/1967354824493838745) [@retaox](/creator/x/retaox) 2025-09-14T22:28Z 9805 followers, 14.2K engagements


"All these are much needed product sets. But you can't charge a monthly fee for these set of products. You need much much more to convince customers to see the value of $XX / month. For instance debit card no ATM fee multi currency accounts no exchange fee like Revolut"  
[X Link](https://x.com/retaox/status/1967595462594298126) [@retaox](/creator/x/retaox) 2025-09-15T14:24Z 9803 followers, 1284 engagements


"Dandelion didn't generate any material revenue in 2024 Also looks like the primary use case they are selling Dandelion is for integrating banks to offer their customers cross border payments but instead of using SWIFT"  
[X Link](https://x.com/retaox/status/1967787392674455886) [@retaox](/creator/x/retaox) 2025-09-16T03:07Z 9803 followers, XXX engagements


"Interesting. Looks like $RELY already uses $EEFT's Dandelion rails for certain niche corridors and probably cash payout destinations. So does $PYPL's Xoom"  
[X Link](https://x.com/retaox/status/1967788126413394139) [@retaox](/creator/x/retaox) 2025-09-16T03:10Z 9803 followers, 1612 engagements


"Revenue / take rate are not primary metrics. Revenue Less Transaction Expanse (RLTE) is the primary KPI $RELY is driving growth towards"  
[X Link](https://x.com/retaox/status/1969421769598509556) [@retaox](/creator/x/retaox) 2025-09-20T15:21Z 9803 followers, 1562 engagements


"Direct Integrations directly accretes to bottom-line when you are at scale"  
[X Link](https://x.com/retaox/status/1969425229127512539) [@retaox](/creator/x/retaox) 2025-09-20T15:35Z 9803 followers, 1042 engagements


"$RELY's market share gains are coming from single corridor legacy players which is XX% of the market"  
[X Link](https://x.com/retaox/status/1969429543405404528) [@retaox](/creator/x/retaox) 2025-09-20T15:52Z 9803 followers, 1623 engagements


"The output of direct integrations is transaction speed and customer support cost reduction. They are doing multiple direct integrations per quarter which was not the case few years ago"  
[X Link](https://x.com/retaox/status/1969574225192096007) [@retaox](/creator/x/retaox) 2025-09-21T01:27Z 9803 followers, 1906 engagements


"$RELY's take rate is XXXX% while $WISE's is 0.53%. Cash pay-out probably is much much higher for $RELY than I originally thought it would be"  
[X Link](https://x.com/retaox/status/1969973430411034674) [@retaox](/creator/x/retaox) 2025-09-22T03:54Z 9803 followers, 2537 engagements


"Always a good sign when management uses the term "Owners" and not "Shareholders". $WISE $WIZEY"  
[X Link](https://x.com/retaox/status/1971241411019407849) [@retaox](/creator/x/retaox) 2025-09-25T15:52Z 9803 followers, 5385 engagements


"$WIZEY $WISE defines their TAM to be $3T while $RELY has it at $2T. It's also interesting that Wise aims to fix "International Banking" and not "Consumer Cross Border Remittance""  
[X Link](https://x.com/retaox/status/1971242860415680768) [@retaox](/creator/x/retaox) 2025-09-25T15:58Z 9803 followers, 1836 engagements


"Customers keep GBP 21B in their Wise account"  
[X Link](https://x.com/retaox/status/1971352395126120849) [@retaox](/creator/x/retaox) 2025-09-25T23:13Z 9803 followers, XXX engagements


"$WISE have direct integrations with multiple domestic payment rails through partnerships with XX banks. This is something that $RELY doesn't disclose"  
[X Link](https://x.com/retaox/status/1971369931901108497) [@retaox](/creator/x/retaox) 2025-09-26T00:23Z 9803 followers, 1487 engagements


"It takes a multi month/year approval process for a non-bank foreign fintech player to get approval to integrate with domestic payment rail"  
[X Link](https://x.com/retaox/status/1971370849686200489) [@retaox](/creator/x/retaox) 2025-09-26T00:26Z 9803 followers, XXX engagements


"The principal way people find $WISE is when they plan for a vacation. This directly orthogonal to how other remittance players find customers like $RELY $WU $EEFT"  
[X Link](https://x.com/retaox/status/1971409678468100598) [@retaox](/creator/x/retaox) 2025-09-26T03:01Z 9803 followers, 1536 engagements


"Wise Platforms account for X% of volume today. Expectation is to cross XX% and eventually XX% over the very long term"  
[X Link](https://x.com/retaox/status/1971428467389653087) [@retaox](/creator/x/retaox) 2025-09-26T04:15Z 9803 followers, 1403 engagements


"The biggest difference between $RELY and $WISE Wise has not uttered the "immigrant" or "immigration" once in all these years including their analyst day. Whereas Remitly cannot stop talking about them"  
[X Link](https://x.com/retaox/status/1971573558972420210) [@retaox](/creator/x/retaox) 2025-09-26T13:52Z 9803 followers, 1836 engagements


"Another Big4 bank win for $EEFT. Dandelion powers the digital wallet disbursement for Citi's WorldLink product that institutions use to send money cross border"  
[X Link](https://x.com/retaox/status/1971581173492220370) [@retaox](/creator/x/retaox) 2025-09-26T14:22Z 9803 followers, 2500 engagements


"Looks like $RELY tried to externalize their disbursement API like Wise Platforms and Euronet's Dandelion and failed. "Remitly for Developers" is erased from history"  
[X Link](https://x.com/retaox/status/1972510331474981222) [@retaox](/creator/x/retaox) 2025-09-29T03:54Z 9803 followers, 1338 engagements


"According to $EEFT remittance TAM is only $800B. $WISE thinks it's $3T $RELY thinks it's $2T"  
[X Link](https://x.com/retaox/status/1972834843315912828) [@retaox](/creator/x/retaox) 2025-09-30T01:24Z 9803 followers, 1132 engagements


"CTV constitutes XX% of $DV's total measurement impressions growing XX% YoY"  
[X Link](https://x.com/retaox/status/1977746299899294003) [@retaox](/creator/x/retaox) 2025-10-13T14:40Z 9804 followers, 10.4K engagements


"Customers of $DV cannot buy the pre-bid product without buying the post-bid measurement. You need to give data to gather data. Classic data collection business bundling ala $VRSK"  
[X Link](https://x.com/retaox/status/1979926255978889395) [@retaox](/creator/x/retaox) 2025-10-19T15:02Z 9804 followers, XXX engagements


"$DV is in the business of driving volume up and selling newer products to the existing customers. They can't afford to increase prices and take a chance of losing customers to IAS or worse make way for new entrant"  
[X Link](https://x.com/retaox/status/1979931549777756430) [@retaox](/creator/x/retaox) 2025-10-19T15:24Z 9804 followers, 1058 engagements


"$DV charges fixed-fee per impression. Not a percent based commission like DSPs"  
[X Link](https://x.com/retaox/status/1980294055901704313) [@retaox](/creator/x/retaox) 2025-10-20T15:24Z 9804 followers, XXX engagements


"The OpenSlate acquisition allowed them to offer YouTube pre-bid product"  
[X Link](https://x.com/retaox/status/1980296123328979343) [@retaox](/creator/x/retaox) 2025-10-20T15:32Z 9804 followers, XXX engagements