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[@yehoshzl](/creator/twitter/yehoshzl)
"Part of what slows down my research process in investing is making sure I research competition just as deeply as I research my own company. If you invest in $RELY it's best to resarch Wise Western Union etc just as deeply"  
[X Link](https://x.com/yehoshzl/status/1980254681625743766) [@yehoshzl](/creator/x/yehoshzl) 2025-10-20T12:48Z 1489 followers, XXX engagements


"@weary_centurion @Kross_Roads Whats the idea in a XX% stake tho"  
[X Link](https://x.com/yehoshzl/status/1980671678192492668) [@yehoshzl](/creator/x/yehoshzl) 2025-10-21T16:25Z 1489 followers, XXX engagements


"Selling local sounds simple but isn't. Compare and contrast Adyen local payments with $dlo. dLocal offers 3x more payment methods than $ADYEY in Brazil a large EM"  
[X Link](https://x.com/yehoshzl/status/1939304165429395527) [@yehoshzl](/creator/x/yehoshzl) 2025-06-29T12:45Z 1489 followers, 4580 engagements


"Love seeing my companies in the wild. $RELY"  
[X Link](https://x.com/yehoshzl/status/1955940090007445671) [@yehoshzl](/creator/x/yehoshzl) 2025-08-14T10:30Z 1488 followers, XXX engagements


"Another $RELY competitor"  
[X Link](https://x.com/yehoshzl/status/1957876791189680554) [@yehoshzl](/creator/x/yehoshzl) 2025-08-19T18:46Z 1488 followers, XXX engagements


"On the docket: X. August The Reservist update X. new invest and investigate names: $GLBE $RELY $PYPL $DLO"  
[X Link](https://x.com/yehoshzl/status/1965409608161526096) [@yehoshzl](/creator/x/yehoshzl) 2025-09-09T13:39Z 1488 followers, XXX engagements


"The $GPN quarter sheds a lot of light on the PSP landscape and the industry dynamics as a whole. First to the quarter headlines: X. Merchant solutions forecast to +6% FY2025 X. XX% EPS growth X. Becoming a merchant acquirer behemoth with the M&A of Worldpay in H1 26: "Worldpay positions our company with unmatched global scale processing nearly $X trillion in annual volume across XXX billion transactions and serving millions of merchants and thousands of platform and software partners globally." X. $7.5B in buybacks through 2027 $9.2B in total buyback (including cash from dispositions) through"  
[X Link](https://x.com/yehoshzl/status/1953447545440706620) [@yehoshzl](/creator/x/yehoshzl) 2025-08-07T13:26Z 1489 followers, 1214 engagements


"$RELY down because of H1B volatility"  
[X Link](https://x.com/yehoshzl/status/1971188339723387337) [@yehoshzl](/creator/x/yehoshzl) 2025-09-25T12:21Z 1489 followers, XXX engagements


"$TOST - clear leader in the ISV payments space expanding TAM increasing moat down XX% from its high. Link in bio"  
[X Link](https://x.com/yehoshzl/status/1973368566352322859) [@yehoshzl](/creator/x/yehoshzl) 2025-10-01T12:45Z 1489 followers, 1144 engagements


"@KairosPraxis I dont understand whats hard to grok $TOST is outgrowing all the competitors by far aka gaining market share aka have a sustainable advantage in restaurants. $FOUR has won the vast majority of stadiums. Same. Losing out on deals here or there doesnt take that away"  
[X Link](https://x.com/yehoshzl/status/1978558594497802499) [@yehoshzl](/creator/x/yehoshzl) 2025-10-15T20:28Z 1489 followers, XXX engagements


"Somehow earnings season is back Last week $SNA was the first company in my portfolio to report. Same same. I wrote about Snap On's earnings last quarter and this Q's results look to be on the same track"  
[X Link](https://x.com/yehoshzl/status/1980615818288459916) [@yehoshzl](/creator/x/yehoshzl) 2025-10-21T12:43Z 1489 followers, XXX engagements


"Earnings season is back This week is relaxed I'll be tracking $GM and $MBLY to get a pulse of the AV market ( both impact my holding $INVZ ). $MBLY has been a dissapointment and there recent industry conferences have strengthend my thesis that they're at risk of losing significant market share in the L2 / L2+ wave. Short term it's about time they announce some win barring that I don't think that there expected beat on the current financials will be interesting enough"  
[X Link](https://x.com/yehoshzl/status/1980628653676564791) [@yehoshzl](/creator/x/yehoshzl) 2025-10-21T13:34Z 1489 followers, XXX engagements


"Bullish $SPOT"  
[X Link](https://x.com/yehoshzl/status/1980671835663659077) [@yehoshzl](/creator/x/yehoshzl) 2025-10-21T16:25Z 1489 followers, XXX engagements