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[@icemancapital](/creator/twitter/icemancapital)
"Third point wrote up $CPAY formerly Fleetcor Technologies in their Q2 2024 Letter. See link below for a link to my old write up on the name"  
[X Link](https://x.com/icemancapital/status/1827430179788222669) [@icemancapital](/creator/x/icemancapital) 2024-08-24T19:38Z 1813 followers, XXX engagements


""Repairable claims declined approximately 9%" in NA $LKQ $BYD.TO"  
[X Link](https://x.com/icemancapital/status/1948390745544749391) [@icemancapital](/creator/x/icemancapital) 2025-07-24T14:32Z 1813 followers, 1802 engagements


"A few excerpts from a Tegus call w/ former VP at $FOUR VP in discussion with Jared "With my selling skills and you are just your genius we could probably take over some small countries." Jared looked visibly upset. I remember like it was yesterday. He just said to me "Why if we worked together would we only be able to take over small countries""  
[X Link](https://x.com/icemancapital/status/1975620575482802307) [@icemancapital](/creator/x/icemancapital) 2025-10-07T17:53Z 1813 followers, 8922 engagements


"EU / Asia payments mkt dominated by banks w/ pricing which is very high - $FOUR / $TOST expansion is dealing with an entirely new business model they haven't in the past"  
[X Link](https://x.com/icemancapital/status/1975620579127656462) [@icemancapital](/creator/x/icemancapital) 2025-10-07T17:53Z 1813 followers, 1626 engagements


"Believes $TOST software better perceived by experts but more expensive"  
[X Link](https://x.com/icemancapital/status/1975620582277513683) [@icemancapital](/creator/x/icemancapital) 2025-10-07T17:53Z 1813 followers, 1059 engagements


"Odds of index inclusion for $GFL.TO $FFH.TO $AGI.TO"  
[X Link](https://x.com/icemancapital/status/1895193959456219339) [@icemancapital](/creator/x/icemancapital) 2025-02-27T19:27Z 1818 followers, 3299 engagements


"$FOUR x $GB in Marrakech #RAK"  
[X Link](https://x.com/icemancapital/status/1966770043036877259) [@icemancapital](/creator/x/icemancapital) 2025-09-13T07:44Z 1816 followers, XXX engagements


"Old $MIDD CEO "We are very performance driven. We have a goal. I say we need to meet that goal and then go do it. Its one goalEbitda growth earnings before interest tax depreciation and amortization a measure of a companys operating performance. Thats it.""  
[X Link](https://x.com/icemancapital/status/1971340772747481274) [@icemancapital](/creator/x/icemancapital) 2025-09-25T22:27Z 1813 followers, XXX engagements


"$PAR $TOST $FOUR $XYZ T5Y Returns"  
[X Link](https://x.com/icemancapital/status/1976382957591068870) [@icemancapital](/creator/x/icemancapital) 2025-10-09T20:23Z 1818 followers, 1782 engagements


"$PAR $TOST $FOUR $XYZ YTD 2025 Returns"  
[X Link](https://x.com/icemancapital/status/1976383174621212858) [@icemancapital](/creator/x/icemancapital) 2025-10-09T20:24Z 1813 followers, XXX engagements


"$FOUR buys worldline NA for $81m USD / $70m EUR. 8.75x EV/EBITDA. expected to close Q1 2026. Adds to cross sell-funnel $1.4tr + expands ISV relationships in NA + adds 140000 merchants who can be converted to full E2E solution CAC $XXX - pretty good"  
[X Link](https://x.com/icemancapital/status/1981098531713962308) [@icemancapital](/creator/x/icemancapital) 2025-10-22T20:41Z 1819 followers, 6358 engagements