# ![@still_ill______ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1206553149856722944.png) @still_ill______ stillill

stillill posts on X about growth, public, $wln, investment the most. They currently have [---] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1206553149856722944/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1206553149856722944/c:line/m:interactions.svg)

- [--] Week [---] -75%
- [--] Month [-----] +937%
- [--] Months [-----] +1,882%
- [--] Year [-----] +94%

### Mentions: [--] [#](/creator/twitter::1206553149856722944/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1206553149856722944/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::1206553149856722944/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1206553149856722944/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Month [---] +1.30%
- [--] Months [---] +2.50%
- [--] Year [---] -6.90%

### CreatorRank: undefined [#](/creator/twitter::1206553149856722944/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1206553149856722944/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [technology brands](/list/technology-brands)  [stocks](/list/stocks)  [currencies](/list/currencies)  [gaming](/list/gaming)  [products](/list/products)  [musicians](/list/musicians)  [social networks](/list/social-networks) 

**Social topic influence**
[growth](/topic/growth), [public](/topic/public), [$wln](/topic/$wln), [investment](/topic/investment), [ai](/topic/ai), [market](/topic/market), [business](/topic/business), [$goog](/topic/$goog), [goog](/topic/goog), [accenture](/topic/accenture)

**Top accounts mentioned or mentioned by**
[@buccocapital](/creator/undefined) [@jerrycap](/creator/undefined) [@hudmultifamily](/creator/undefined) [@kairospraxis](/creator/undefined) [@1maincapital](/creator/undefined) [@ecommerceshares](/creator/undefined) [@scuttleblurb](/creator/undefined) [@specialsitsnews](/creator/undefined) [@gwinvestors](/creator/undefined) [@rusholmecapital](/creator/undefined) [@bondhack](/creator/undefined) [@micsolana](/creator/undefined) [@highyieldharry](/creator/undefined) [@restructuring](/creator/undefined) [@junkbondinvest](/creator/undefined) [@andrewhollingw](/creator/undefined) [@4drant](/creator/undefined) [@atelicinvest](/creator/undefined) [@fradeduarte](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$goog) [Accenture (ACN)](/topic/accenture) [Burford Capital Limited (BUR)](/topic/$bur) [Metadium (META)](/topic/$meta) [Apple, Inc. (AAPL)](/topic/$aapl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@1MainCapital $GOOG would seem to me to be at a high risk of disruption from AI. Basically all profits from search"  
[X Link](https://x.com/still_ill______/status/1661020473818484738)  2023-05-23T14:45Z [---] followers, [---] engagements


"I have sold almost all my $GOOG and $META in the last week or so. I have move cash to short term IG GBP bond funds paying 6% yield (eg $IS15)"  
[X Link](https://x.com/still_ill______/status/1668550387291283456)  2023-06-13T09:26Z [---] followers, [--] engagements


"@ecommerceshares $AAPL we lock you in with ios to sell massively overpriced hardware and we have a monopoly on AppStore which we use to extort app developers"  
[X Link](https://x.com/still_ill______/status/1669672056261050371)  2023-06-16T11:43Z [---] followers, [--] engagements


"@JerryCap @scuttleblurb What the quantifiable benefit Lower cost per transaction Lower headcount Faster on-boarding Better user experience"  
[X Link](https://x.com/still_ill______/status/1692598874421019004)  2023-08-18T18:06Z [---] followers, [---] engagements


"@SpecialSitsNews Sign of a healthy market. Borrowing at the fund levering up the LPs to give the LPs some cash flow. Probably telling LPs is from portfolio companies"  
[X Link](https://x.com/still_ill______/status/1704932896941707587)  2023-09-21T18:57Z [---] followers, [--] engagements


"@HUDMultifamily Consultants mostly do grunt work the company employees dont want to do themselves these days"  
[X Link](https://x.com/still_ill______/status/1735255265698787765)  2023-12-14T11:07Z [---] followers, [--] engagements


"@HUDMultifamily This is consultants at places like Accenture CapGemini etc"  
[X Link](https://x.com/still_ill______/status/1735255713528852674)  2023-12-14T11:09Z [---] followers, [--] engagements


"@GWInvestors Gunna be a lot of tiktok creators whose videos go silent in a few days. I imagine tiktok market share will be impacted quite a lot and they will quietly come back to the table"  
[X Link](https://x.com/still_ill______/status/1752767087938818096)  2024-01-31T18:53Z [---] followers, [--] engagements


"@rusholmecapital Private credit is basically just the same as banking now. Pitches and marketing. Long credit memos. All sales mindset no investing mindset. Only get promoted based on sponsor relationships. Business mode is just fundraising and writing as many checks as possible"  
[X Link](https://x.com/still_ill______/status/1761838033815450036)  2024-02-25T19:38Z [---] followers, [---] engagements


"@BondHack Robert - I think the FT is presenting the situation here in bad faith. No mention of the bill increases being in line with other water companies and resulting from higher bond yields under the regulated WACC for example. Its like a business insider article"  
[X Link](https://x.com/still_ill______/status/1762785066944446599)  2024-02-28T10:21Z [---] followers, [---] engagements


"@micsolana Those annuity streams can be quite valuable. Musicians making more than ever"  
[X Link](https://x.com/still_ill______/status/1766850942446547247)  2024-03-10T15:37Z [---] followers, [--] engagements


"@HighyieldHarry Basically identical job to lev fin in a bank"  
[X Link](https://x.com/still_ill______/status/1797652427002548531)  2024-06-03T15:31Z [---] followers, [---] engagements


"@buccocapital Its Accenture for clever people"  
[X Link](https://x.com/still_ill______/status/1820888947058471412)  2024-08-06T18:25Z [---] followers, [---] engagements


"@Restructuring__ These are poor returns. You can make more wine much less risk and dramatically superior liquidity in public credit b"  
[X Link](https://x.com/still_ill______/status/1924111907142746166)  2025-05-18T14:36Z [---] followers, [--] engagements


"@junkbondinvest OMG that sharp ratio off the charts"  
[X Link](https://x.com/still_ill______/status/1946325097481924932)  2025-07-18T21:43Z [---] followers, [---] engagements


"The risk / reward on $LMACA at [----] and $LMACU at [----] looks pretty attractive to me. Very limited downside with cash floor at [--]. Good potential for decent upside if the Liberty team do a nice deal"  
[X Link](https://x.com/still_ill______/status/1374455987977920516)  2021-03-23T20:20Z [---] followers, [--] engagements


"@andrewhollingw I own alibaba and Prosus so not enjoying the price action but when I read these policy initiatives they seem reasonable goals to avoid obvious failings in the Anglo Saxon system (wealth polarisation monopolies captured lawmakers rentier economy etc)"  
[X Link](https://x.com/still_ill______/status/1428753726269952000)  2021-08-20T16:20Z [---] followers, [--] engagements


"$wln worldline on the the largest European merchant acquirer payment firms at 5x p/e (20% fcf yield) is possibly the best investment opportunity I have seen in several years"  
[X Link](https://x.com/anyuser/status/1802285677041643614)  2024-06-16T10:22Z [---] followers, [---] engagements


"@buccocapital Feel like AI agents will work out payments pretty quickly and merchants will incorporate quickly too. Stripe Adyen already doing. Dont think existing payments connectivity is much of a moat"  
[X Link](https://x.com/still_ill______/status/1994851602151399702)  2025-11-29T19:30Z [---] followers, [---] engagements


"@buccocapital Everything listed in Europe. UMG Adyen"  
[X Link](https://x.com/still_ill______/status/1997625829833212268)  2025-12-07T11:14Z [---] followers, [---] engagements


"@buccocapital Bad momentum is a negative catalyst"  
[X Link](https://x.com/still_ill______/status/2006288594806174205)  2025-12-31T08:57Z [---] followers, [--] engagements


"AI disrupting software will be the first big crisis for private credit. Many of these loans are already underwater vs public multiples. Next comes the growth and margin misses"  
[X Link](https://x.com/anyuser/status/2011551844238311435)  2026-01-14T21:31Z [---] followers, [--] engagements


"@4drant People are only just seeing how much better and cheaper the agentic software VC backed startups are. Sell side is only just writing about it. This has a long way to go"  
[X Link](https://x.com/still_ill______/status/2011553615794819319)  2026-01-14T21:38Z [---] followers, [---] engagements


"@atelicinvest Everything owned by constellation Topics and PE. 100% shit"  
[X Link](https://x.com/still_ill______/status/2013340390586257581)  2026-01-19T19:58Z [---] followers, [---] engagements


"My current stock portfolio is roughly 8% each in: Universal Music Adyen Safran Aena Cellnex Visa Asml BE Semi Burford Capital Eurofins Scientific Amazon AON"  
[X Link](https://x.com/anyuser/status/2020074902011953167)  2026-02-07T09:59Z [---] followers, [---] engagements


"@JerryCap Stripe never going public with the multiples of payment companies even Adyen"  
[X Link](https://x.com/still_ill______/status/2020193376449261764)  2026-02-07T17:50Z [---] followers, [----] engagements


"@KairosPraxis Not true. Stripe has moved to enterprise and Adyen has moved into sme via platforms. They have similar tech (arguably Adyen better actually) and increasing customer overlap. Also similar growth but Adyen margins much higher despite far lower take rate. Stripe has Patrick though"  
[X Link](https://x.com/still_ill______/status/2022421330193449266)  2026-02-13T21:23Z [---] followers, [---] engagements


"@FradeDuarte $knebv"  
[X Link](https://x.com/still_ill______/status/1514133725529124865)  2022-04-13T06:49Z [---] followers, [--] engagements


"Adyen is probably the most undervalued at 20x P/E 20%+ revenue growth and decades of market share gains ahead with only 7% PSP share today with the other 80-90% owned by structurally inferior operators like Worldpay unable to bridge the growing product gap"  
[X Link](https://x.com/anyuser/status/2020077227291849195)  2026-02-07T10:08Z [---] followers, [---] engagements


"@KairosPraxis Adyen is very much a B2B business invisible to most and management don't do a good job on explaining its competitive strengths. Stripe is very high profile and connected to VC. Plus Adyen keeps over promising and under delivering. Europe doesnt understand growth companies"  
[X Link](https://x.com/still_ill______/status/2022449139397857641)  2026-02-13T23:13Z [---] followers, [--] engagements


"My current stock portfolio is roughly 8% each in: Universal Music Adyen Safran Aena Cellnex Visa Asml BE Semi Burford Capital Eurofins Scientific Amazon AON"  
[X Link](https://x.com/anyuser/status/2020074902011953167)  2026-02-07T09:59Z [---] followers, [---] engagements


"Adyen is probably the most undervalued at 20x P/E 20%+ revenue growth and decades of market share gains ahead with only 7% PSP share today with the other 80-90% owned by structurally inferior operators like Worldpay unable to bridge the growing product gap"  
[X Link](https://x.com/anyuser/status/2020077227291849195)  2026-02-07T10:08Z [---] followers, [---] engagements


"AI disrupting software will be the first big crisis for private credit. Many of these loans are already underwater vs public multiples. Next comes the growth and margin misses"  
[X Link](https://x.com/anyuser/status/2011551844238311435)  2026-01-14T21:31Z [---] followers, [--] engagements


"$wln worldline on the the largest European merchant acquirer payment firms at 5x p/e (20% fcf yield) is possibly the best investment opportunity I have seen in several years"  
[X Link](https://x.com/anyuser/status/1802285677041643614)  2024-06-16T10:22Z [---] followers, [---] engagements


"Worldline ($WLN) one of the leading European payment companies processing card payments for 1.5mm merchants across Europe and likely to have long term MSD growth from the cash to card transition can now be purchased for 4x p/e (25% FCF yield)"  
[X Link](https://x.com/anyuser/status/1781230796952522838)  2024-04-19T07:58Z [---] followers, [---] engagements


"US comps which do exactly the same thing but with lower growth trade for 2x these valuation multiples"  
[X Link](https://x.com/anyuser/status/1781231176444776550)  2024-04-19T07:59Z [---] followers, [---] engagements


"Excellent listen https://podcasts.apple.com/gb/podcast/value-investing-with-legends/id1459993408i=1000638664215 https://podcasts.apple.com/gb/podcast/value-investing-with-legends/id1459993408i=1000638664215"  
[X Link](https://x.com/anyuser/status/1736669930567975087)  2023-12-18T08:49Z [---] followers, [---] engagements


"We are very much back in too much money chasing too few deals in private credit"  
[X Link](https://x.com/anyuser/status/1734287691536121903)  2023-12-11T19:03Z [---] followers, [---] engagements


"Bought some Adyen today"  
[X Link](https://x.com/anyuser/status/1692246182158872662)  2023-08-17T18:45Z [---] followers, [---] engagements


"Hohn and Terry Smith dumping big tech"  
[X Link](https://x.com/anyuser/status/1691098859727093760)  2023-08-14T14:46Z [---] followers, [---] engagements


"Having spent half my career on the private side and the other half on the public I can say private side business DD is far superior (long term hold mentality) but public side relative value work is far superior (near term fear of MtM losses)"  
[X Link](https://x.com/anyuser/status/1687153152242434056)  2023-08-03T17:27Z [---] followers, [---] engagements


"Private side people can do very dumb trades avoided if they just looked at public comps (eg single b unitranche at lower yield than soild bb). Public side often do very dumb stuff too (eg buying terrible business they dont understand for a few extra bps)"  
[X Link](https://x.com/anyuser/status/1687160024324325386)  2023-08-03T17:54Z [---] followers, [---] engagements


"Having had interns for almost [--] years in various parts of finance (banking asset management etc) I can say there is a pretty simple formula to do well as an intern not many actually do it"  
[X Link](https://x.com/anyuser/status/1687051463388766208)  2023-08-03T10:43Z [---] followers, [---] engagements


"1. Be enthusiastic - show people you have a passion for the area [--]. Check your work before sharing - print out read dont make silly mistakes [--]. Be likable - Ask to help ask about people careers avoid pestering put in effort to get invited to social stuff be grateful"  
[X Link](https://x.com/anyuser/status/1687052298160078848)  2023-08-03T10:46Z [---] followers, [---] engagements


"Finally if you get given a project work late early get it mostly done quick so you can get it reviewed get feedback improve it and learn. Your best interactions will be through feedback so make sure there is plenty of time for this"  
[X Link](https://x.com/anyuser/status/1687052971354267649)  2023-08-03T10:49Z [---] followers, [---] engagements


"If all the pod shops are playing the earnings beat game and the pods are probably the biggest volume of active money now (and highly levered) then that must be increasing the vol around earnings in recent years. Market being pods and index trackers surely very pro cyclical"  
[X Link](https://x.com/anyuser/status/1679828050744078336)  2023-07-14T12:19Z [---] followers, [---] engagements


"I started with a more value oriented mindset and then migrated to a quality mindset - Every Investor"  
[X Link](https://x.com/anyuser/status/1677335063913005056)  2023-07-07T15:13Z [---] followers, 21K engagements


"I like companies with high ROIC and lots of reinvestment opportunities coupled with a strong competitive moat - Every Investor"  
[X Link](https://x.com/anyuser/status/1677335854077943810)  2023-07-07T15:16Z [---] followers, [---] engagements


"My alpha comes from the behavioral side because I have a longer holding period - Every Investor"  
[X Link](https://x.com/anyuser/status/1677337252936949762)  2023-07-07T15:22Z [---] followers, [---] engagements

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