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[@timgallagher_](/creator/twitter/timgallagher_)
"$RELY is too low imho. R/R very attractive X. Remittances not going anywhere X. Stablecoins way overblown. Payments move slowly (we are more than a decade into digital and some corridors still XX% cash) X. RELY is on right side of change X. Scale benefits every aspect of biz"  
[X Link](https://x.com/timgallagher_/status/1973395887360446684) [@timgallagher_](/creator/x/timgallagher_) 2025-10-01T14:33Z XXX followers, 1131 engagements


"Interesting that of all the investment ideas (and other essays) I've posted the $CROX idea received by far the most agreement compliments etc. Multiple funds reached out about it at the time. And it is by the far the worst performer. suppose you can't win 'em all"  
[X Link](https://x.com/timgallagher_/status/1973484915992952901) [@timgallagher_](/creator/x/timgallagher_) 2025-10-01T20:27Z XXX followers, 1915 engagements


"@matthow70468158 Hopefully write up something soon. Theres a lot of good content out there already tho. Check out @ParisAnalyst @pernasresearch and the podcast with Mario Cibelli on yet another value pod"  
[X Link](https://x.com/timgallagher_/status/1974498700979503384) [@timgallagher_](/creator/x/timgallagher_) 2025-10-04T15:35Z XXX followers, XXX engagements


"$SPIR was earlier than $PL to building out sovereign manufacturing capabilities but lacks the strategic partners (cash upfront). I think eventually everyone who wants to play in that space will have to follow. Not gonna buy critical defense satellites manufactured elsewhere"  
[X Link](https://x.com/timgallagher_/status/1971576077647774173) [@timgallagher_](/creator/x/timgallagher_) 2025-09-26T14:02Z XXX followers, 1925 engagements


"Not much of an "estimates" guy myself but if I were a betting man I would bet FY'27 (CY'26) $PL revenue estimates are still too low based on the reaction to the investor day question. Then again not the best track record in the dept Hope to write up some more thoughts soon"  
[X Link](https://x.com/timgallagher_/status/1979179505848549520) [@timgallagher_](/creator/x/timgallagher_) 2025-10-17T13:35Z XXX followers, XXX engagements