# ![@Sammy_the_Nose Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1547550761252491264.png) @Sammy_the_Nose Sam Bugs

Sam Bugs posts on X about $eeft, $mtdr, business, $eog the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1547550761252491264/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1547550761252491264/c:line/m:interactions.svg)

- [--] Week [-----] -31%
- [--] Month [------] +159%
- [--] Months [-------] +38%
- [--] Year [-------] +145%

### Mentions: [--] [#](/creator/twitter::1547550761252491264/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1547550761252491264/c:line/m:posts_active.svg)

- [--] Week [--] +17%
- [--] Month [---] +21%
- [--] Months [---] -1.60%
- [--] Year [---] +54%

### Followers: [---] [#](/creator/twitter::1547550761252491264/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1547550761252491264/c:line/m:followers.svg)

- [--] Week [---] +0.20%
- [--] Month [---] +1.90%
- [--] Months [---] +34%
- [--] Year [---] +122%

### CreatorRank: [-------] [#](/creator/twitter::1547550761252491264/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1547550761252491264/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  51% [finance](/list/finance)  23% [cryptocurrencies](/list/cryptocurrencies)  14% [technology brands](/list/technology-brands)  5% [countries](/list/countries)  2%

**Social topic influence**
[$eeft](/topic/$eeft) #1, [$mtdr](/topic/$mtdr) #2, [business](/topic/business) 8%, [$eog](/topic/$eog) 8%, [$dvn](/topic/$dvn) 6%, [acquisition](/topic/acquisition) 6%, [$wu](/topic/$wu) 5%, [$tho](/topic/$tho) 5%, [$gpn](/topic/$gpn) 5%, [the first](/topic/the-first) 4%

**Top accounts mentioned or mentioned by**
[@riceforthought](/creator/undefined) [@jszhang0912](/creator/undefined) [@rbnenergy](/creator/undefined) [@jamessurowiecki](/creator/undefined) [@fortunemagazine](/creator/undefined) [@tomsmith839](/creator/undefined) [@jevgenijs](/creator/undefined) [@wsj](/creator/undefined) [@robertclark62](/creator/undefined)

**Top assets mentioned**
[Euronet Worldwide Inc (EEFT)](/topic/$eeft) [Matador Resources, Co. (MTDR)](/topic/$mtdr) [EOG Resources Inc (EOG)](/topic/$eog) [Devon Energy Corp (DVN)](/topic/$dvn) [Western Union Co (WU)](/topic/$wu) [Thor Industries, Inc. (THO)](/topic/$tho) [Global Payments Inc (GPN)](/topic/$gpn) [Amdocs, Ltd. (DOX)](/topic/$dox) [AC Milan Fan Token (ACM)](/topic/$acm) [ACI Worldwide, Inc. (ACIW)](/topic/$aciw) [Wise (WISE)](/topic/$wise) [Westinghouse Air Brake Technologies Corp (WAB)](/topic/$wab) [Tetra Tech Inc (TTEK)](/topic/$ttek) [Rollins, Inc. (ROL)](/topic/$rol) [Korn Ferry (KFY)](/topic/$kfy) [Jack Henry & Associates, Inc. (JKHY)](/topic/$jkhy) [Coterra Energy Inc (CTRA)](/topic/$ctra) [Permian Resources Corporation Class A Common Stock (PR)](/topic/$pr) [EMCOR Group, Inc. (EME)](/topic/$eme) [4 (FOUR)](/topic/$four) [StaFi (FIS)](/topic/$fis) [A O Smith Corp (AOS)](/topic/$aos) [Vail Resorts, Inc. (MTN)](/topic/$mtn) [TNC Coin (TNC)](/topic/$tnc) [Remitly Global, Inc. (RELY)](/topic/$rely) [KLA Corp (KLAC)](/topic/$klac) [Fiserv Inc (FISV)](/topic/$fisv) [Cabot Corporation (CBT)](/topic/$cbt) [Bill.com Holdings, Inc. (BILL)](/topic/$bill) [MKS Instruments Inc (MKSI)](/topic/$mksi) [LCI Industries (LCII)](/topic/$lcii) [Icon Plc (ICLR)](/topic/$iclr) [Alamo Group, Inc. (ALG)](/topic/$alg) [VinuChain (VC)](/topic/$vc) [Teledyne Technologies Incorporated (TDY)](/topic/$tdy)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$EEFT weakness probably partially because of price competition. Today's $WISE drop partly attributable to its decreasing prices in cross-border transactions an area where both companies compete. The first snippet below talks about a reason for the WISE stock price drop"  
[X Link](https://x.com/Sammy_the_Nose/status/1986383432616693996)  2025-11-06T10:41Z [---] followers, [---] engagements


"Joe seems to be obsessed with buying his stock. $MTDR"  
[X Link](https://x.com/Sammy_the_Nose/status/1987873560220532800)  2025-11-10T13:22Z [---] followers, [---] engagements


"Would it make sense for $EEFT to outsource its hardware business like $VYX"  
[X Link](https://x.com/Sammy_the_Nose/status/1988202857137680602)  2025-11-11T11:11Z [---] followers, [---] engagements


"$VYX believes the strategy will improve its margins something that $EEFT should aspire to. Would it make sense for $EEFT to outsource its hardware business like $VYX https://t.co/RwxpNd6ogb Would it make sense for $EEFT to outsource its hardware business like $VYX https://t.co/RwxpNd6ogb"  
[X Link](https://x.com/Sammy_the_Nose/status/1988204415199965466)  2025-11-11T11:17Z [---] followers, [---] engagements


"Hedge funds have thrown in the towel on E&P $DVN $EOG $MTDR"  
[X Link](https://x.com/Sammy_the_Nose/status/1988318293456023590)  2025-11-11T18:49Z [---] followers, [---] engagements


"Bloomberg printed this last week. $EEFT $RELY $WISE $WU"  
[X Link](https://x.com/Sammy_the_Nose/status/1990764820959043791)  2025-11-18T12:51Z [---] followers, [----] engagements


"Natural gas about to hit $5 for first time in three years. $DVN $EOG $MTDR"  
[X Link](https://x.com/Sammy_the_Nose/status/1996196797510025390)  2025-12-03T12:36Z [---] followers, [----] engagements


"Best book-to-bill at $THO in a while:"  
[X Link](https://x.com/Sammy_the_Nose/status/1997297734479692102)  2025-12-06T13:31Z [---] followers, [---] engagements


"$JKHY CFO's response to $FISV's core reduction plan:"  
[X Link](https://x.com/Sammy_the_Nose/status/1998464580792496186)  2025-12-09T18:47Z [---] followers, [---] engagements


"No pulse. $DVN $EOG $MTDR"  
[X Link](https://x.com/Sammy_the_Nose/status/2003550860337643529)  2025-12-23T19:38Z [---] followers, [---] engagements


"Touch. I also don't want to see oil sales at lower than expected prices. I would rather see companies cut production to maximize the estimated PV of the oil reserves rather than maintain production to meet guidance. $DVN $EOG $MTDR"  
[X Link](https://x.com/Sammy_the_Nose/status/2009316839697121359)  2026-01-08T17:30Z [---] followers, [---] engagements


"$GPN marketing Genius at NRF"  
[X Link](https://x.com/Sammy_the_Nose/status/2011078029494403226)  2026-01-13T14:09Z [---] followers, [---] engagements


"$MTDR Into the Great Wide Open Technology LNG Pull Gas Producers into High-Stakes Western Haynesville @RBNEnergy https://t.co/awHrGWwc7n Into the Great Wide Open Technology LNG Pull Gas Producers into High-Stakes Western Haynesville @RBNEnergy https://t.co/awHrGWwc7n"  
[X Link](https://x.com/Sammy_the_Nose/status/2012171385263780351)  2026-01-16T14:33Z [---] followers, [---] engagements


"$DOX didn't issue a press release on this 1/6/2026 acquisition that increases revenue by about 2% even though it is their largest acquisition in [--] years"  
[X Link](https://x.com/Sammy_the_Nose/status/2012963477640429827)  2026-01-18T19:01Z [---] followers, [--] engagements


"$ACM. Presumably the westward extension would result in a contract bump. Second Ave. Subway Phase [--] planning is at a critical juncture as the MTA finalizes early contracts and design work that could lock in or foreclose a future $5B-$7B westward Harlem extension. https://t.co/wQMECVLSaf #Infrastructure #TransitNYC #SubwayExpansion Second Ave. Subway Phase [--] planning is at a critical juncture as the MTA finalizes early contracts and design work that could lock in or foreclose a future $5B-$7B westward Harlem extension. https://t.co/wQMECVLSaf #Infrastructure #TransitNYC #SubwayExpansion"  
[X Link](https://x.com/Sammy_the_Nose/status/2013337268597956813)  2026-01-19T19:46Z [---] followers, [---] engagements


"$ACM's fusion project (#4 below from the annual report) is interesting. Helps position them as a player in providing future energy supply"  
[X Link](https://x.com/Sammy_the_Nose/status/2014146889827201031)  2026-01-22T01:23Z [---] followers, [---] engagements


"Consumer confidence is lower than it was post-financial crisis. $THO"  
[X Link](https://x.com/Sammy_the_Nose/status/2016213915315916909)  2026-01-27T18:17Z [---] followers, [--] engagements


"I'm surprised $ACM's Consigli acquisition wasn't discussed in this article. Am I making too much of it since they didn't even put out a press release to announce the deal http://www.wsj.com/articles/construction-companies-see-promise-in-ai-agents-12dc2d60mod=itp_wsj&mod=djemITP_h http://www.youtube.com/watchv=hgI3Ibeb1mM http://www.wsj.com/articles/construction-companies-see-promise-in-ai-agents-12dc2d60mod=itp_wsj&mod=djemITP_h http://www.youtube.com/watchv=hgI3Ibeb1mM"  
[X Link](https://x.com/Sammy_the_Nose/status/2016603712664588654)  2026-01-28T20:06Z [---] followers, [--] engagements


"@JamesSurowiecki We knew he didn't understand macroeconomics (see tariffs). Now we know he doesn't understand microeconomics either"  
[X Link](https://x.com/Sammy_the_Nose/status/2016954088752128484)  2026-01-29T19:18Z [---] followers, [---] engagements


"Waha back to negative. $CTRA $DVN $EOG"  
[X Link](https://x.com/Sammy_the_Nose/status/2018333870308073651)  2026-02-02T14:41Z [---] followers, [---] engagements


"$MTDR (15 insider purchases of 46K shares over the past [--] mo. and no sales) conundrum: monetize San Mateo before agreeing to a profitless merger with another E&P like $PR (5 insider sales of 2.2MM shares over past [--] mo. and no buys) Foran is [--]. The boys at PR are [--] and [--]. Thoughts Another leg down in hedge fund exposure to E&P. Curious segment where M&A is being done at no premium. $EOG $MTDR $PR https://t.co/2ENy0tGiOo Another leg down in hedge fund exposure to E&P. Curious segment where M&A is being done at no premium. $EOG $MTDR $PR https://t.co/2ENy0tGiOo"  
[X Link](https://x.com/Sammy_the_Nose/status/2018727114111946865)  2026-02-03T16:43Z [---] followers, [---] engagements


"$GPN Lowest price in over [--] years"  
[X Link](https://x.com/Sammy_the_Nose/status/2018758653822529689)  2026-02-03T18:49Z [---] followers, [---] engagements


"$KLAC should split its stock 10:1"  
[X Link](https://x.com/Sammy_the_Nose/status/2018781934261027226)  2026-02-03T20:21Z [---] followers, [--] engagements


"Hard to believe given companies like $ACM $EME"  
[X Link](https://x.com/Sammy_the_Nose/status/2019048229900562924)  2026-02-04T13:59Z [---] followers, [---] engagements


"$JKHY pointed out that its Zelle business showed strong growth:"  
[X Link](https://x.com/Sammy_the_Nose/status/2019161575739855239)  2026-02-04T21:30Z [---] followers, [--] engagements


"$DOX's two largest shareholders bought this much stock and the price has plummeted. 🤔👀"  
[X Link](https://x.com/Sammy_the_Nose/status/2019490829136720147)  2026-02-05T19:18Z [---] followers, [--] engagements


"$ACIW $EEFT SWIFT doesn't want to lose cross-border retail payments to fintechs and stablecoins. Partners with [--] banks from [--] countries to develop a new scheme. Ambition: ✔ Upfront transparency on payment and FX fees ✔ Guaranteed full-value delivery ✔ End-to-end visibility of https://t.co/pr96Tb1n0x SWIFT doesn't want to lose cross-border retail payments to fintechs and stablecoins. Partners with [--] banks from [--] countries to develop a new scheme. Ambition: ✔ Upfront transparency on payment and FX fees ✔ Guaranteed full-value delivery ✔ End-to-end visibility of https://t.co/pr96Tb1n0x"  
[X Link](https://x.com/Sammy_the_Nose/status/1971168519401427265)  2025-09-25T11:02Z [---] followers, [---] engagements


"$EEFT. The service is currently available for transfers from the USA toMexico with new countries coming soon"  
[X Link](https://x.com/Sammy_the_Nose/status/2016662060621582513)  2026-01-28T23:57Z [---] followers, [---] engagements


"$WAB NYC MTA Unveils $12 Billion Push to Replace Aging Trains. New York City's transit system is creating a new unit to lead a $12 billion effort to replace old trains and modernize its bus fleet. The MTA plans to buy new subway cars commuter-rail cars and buses as many of its current rail cars and buses are nearing the end of their useful life. The MTA plans to buy about [----] subway cars more than [---] commuter-rail cars and roughly [----] buses under its [--------] capital program. The rolling stock initiative accounts for nearly 20% of the agencys $65.4 billion capital plan through [----]. WAB"  
[X Link](https://x.com/Sammy_the_Nose/status/2018321604632248813)  2026-02-02T13:52Z [---] followers, [---] engagements


"Another leg down in hedge fund exposure to E&P. Curious segment where M&A is being done at no premium. $EOG $MTDR $PR"  
[X Link](https://x.com/Sammy_the_Nose/status/2018672461915607119)  2026-02-03T13:06Z [---] followers, [---] engagements


"@riceforthought $MTDR"  
[X Link](https://x.com/Sammy_the_Nose/status/2020936992767492580)  2026-02-09T19:05Z [---] followers, [---] engagements


"From Bloomberg Intelligence report today $FISV $FIS $FOUR $GPN"  
[X Link](https://x.com/Sammy_the_Nose/status/2011844671967039595)  2026-01-15T16:55Z [---] followers, [----] engagements


"This is how the Bloomberg consensus median estimate of $CBT's FY26 revenue has changed since November '24 in billions of dollars. Illustrates the notion of investing not on the consensus but on by how much you think the consensus will be wrong in [--] months"  
[X Link](https://x.com/Sammy_the_Nose/status/2019460116643193077)  2026-02-05T17:16Z [---] followers, [--] engagements


"Is it too early to start thinking about the likely next U.S. president who will feel unleashed to throw untold money at the EV and battery industries From $CBT's earnings call"  
[X Link](https://x.com/Sammy_the_Nose/status/2019477937293259108)  2026-02-05T18:27Z [---] followers, [--] engagements


"Worth noting that EVs overtook ICEs in the EU: $CBT Is it too early to start thinking about the likely next U.S. president who will feel unleashed to throw untold money at the EV and battery industries From $CBT's earnings call. https://t.co/idLczJrUyM Is it too early to start thinking about the likely next U.S. president who will feel unleashed to throw untold money at the EV and battery industries From $CBT's earnings call. https://t.co/idLczJrUyM"  
[X Link](https://x.com/Sammy_the_Nose/status/2019494825138233368)  2026-02-05T19:34Z [---] followers, [--] engagements


"In this context shown below I don't see how stablecoin or crypto generally can be anything more than a complement to not a substitute for the existing highly sophisticated and regulated cross border payments schemes. $ACIW"  
[X Link](https://x.com/Sammy_the_Nose/status/1985327592044679370)  2025-11-03T12:45Z [---] followers, [---] engagements


"This $BILL report is interesting but the billing operations of $ACIW perhaps could be a more interesting opportunity if someone wanted to acquire a billing company"  
[X Link](https://x.com/Sammy_the_Nose/status/1988381276051825141)  2025-11-11T23:00Z [---] followers, [----] engagements


"So CEOs are angry and lonely for two years screw the company up with an awfully timed poorly executed overvalued unnecessary acquisition in year three and then they are gone (hopefully). $MKSI $THO $WAB $GPN $FIS $CTRA and so many others that it would be interesting to see people list them. @FortuneMagazine From Harvard professor Arthur Brooks. Maybe this helps explain how so often the CEO's ego can destroy an otherwise promising company. @FortuneMagazine https://t.co/J6Q2zbj4l0 From Harvard professor Arthur Brooks. Maybe this helps explain how so often the CEO's ego can destroy an otherwise"  
[X Link](https://x.com/Sammy_the_Nose/status/1995598768440299937)  2025-12-01T20:59Z [---] followers, [---] engagements


"$THO is losing market share -- because of towables. Motorized has been improving. This is based on wholesale. THO alleges that it is gaining share in retail"  
[X Link](https://x.com/Sammy_the_Nose/status/1997378553944441160)  2025-12-06T18:52Z [---] followers, [---] engagements


"David Green $GPN's Senior Executive Vice President and Chief Administrative Officer resigned "for good reason". Maybe Green's role was diminished in the aftermath of Worldpay acquisition"  
[X Link](https://x.com/Sammy_the_Nose/status/2011589259476787557)  2026-01-15T00:00Z [---] followers, [---] engagements


"Perhaps this explains why the index is no longer useful for predicting RV demand. $THO $WGO $LCII"  
[X Link](https://x.com/Sammy_the_Nose/status/2017321100078944516)  2026-01-30T19:36Z [---] followers, [---] engagements


"$MTN's black diamond run can be relived by skiing The Chutes in Park City:"  
[X Link](https://x.com/Sammy_the_Nose/status/2018426001269600546)  2026-02-02T20:47Z [---] followers, [---] engagements


"And at about one-third the EBITDA multiple. $GPN Lowest price in over [--] years. https://t.co/hvbGWnnd8p $GPN Lowest price in over [--] years. https://t.co/hvbGWnnd8p"  
[X Link](https://x.com/Sammy_the_Nose/status/2018758940708778239)  2026-02-03T18:50Z [---] followers, [---] engagements


"This would seem to be a positive for $ACIW:"  
[X Link](https://x.com/Sammy_the_Nose/status/2019161487672242687)  2026-02-04T21:29Z [---] followers, [--] engagements


"Fido jumps straight to 13G on $AOS:"  
[X Link](https://x.com/Sammy_the_Nose/status/2019498762310443060)  2026-02-05T19:50Z [---] followers, [--] engagements


"Interesting AI observations about $ACM's decision to retain the construction management business:"  
[X Link](https://x.com/Sammy_the_Nose/status/2021270404636213507)  2026-02-10T17:09Z [---] followers, [---] engagements


"Could $ACM have retained CM because the price would have had to be discounted because of the following"  
[X Link](https://x.com/Sammy_the_Nose/status/2021273205898608761)  2026-02-10T17:21Z [---] followers, [--] engagements


"$TTEK apparently down today because of court date tomorrow. Stock is down $676 million today more than 10X the initial settlement that was court-rejected. 🤔👀 Too bad Dan didn't say a few words about this during his final conference call"  
[X Link](https://x.com/Sammy_the_Nose/status/2021664146706870428)  2026-02-11T19:14Z [---] followers, [---] engagements


"$AOS. Big jump (18%) in December residential water heater shipments:"  
[X Link](https://x.com/Sammy_the_Nose/status/2022379180076548226)  2026-02-13T18:35Z [---] followers, [--] engagements


"A year or so ago $EEFT deemphasized discussing the impact of tourism on its business but this can't hurt:"  
[X Link](https://x.com/anyuser/status/2017313832428020199)  2026-01-30T19:07Z [---] followers, [---] engagements


"But there is this. A year or so ago $EEFT deemphasized discussing the impact of tourism on its business but this can't hurt: https://t.co/lHab0AAOvG A year or so ago $EEFT deemphasized discussing the impact of tourism on its business but this can't hurt: https://t.co/lHab0AAOvG"  
[X Link](https://x.com/Sammy_the_Nose/status/2019769816027209912)  2026-02-06T13:47Z [---] followers, [---] engagements


"But there is this. https://t.co/jOyTNU0Uvd But there is this. https://t.co/jOyTNU0Uvd"  
[X Link](https://x.com/Sammy_the_Nose/status/2019776839074595019)  2026-02-06T14:14Z [---] followers, [---] engagements


"What's your opinion on why that may be He's obviously committed to the business and has skin in the game. The first thing that comes to my mind is that people may disagree with his not taking the accelerator off capex. Perhaps if they were aware that $MTDR's finding cost over the past three years ('22-'24) is $8.86 a boe excluding revisions and $9.92 including revisions -- dramatically better than $DVN or $CTRA e.g. -- they might think differently. https://twitter.com/i/web/status/2020494043650945380 https://twitter.com/i/web/status/2020494043650945380"  
[X Link](https://x.com/Sammy_the_Nose/status/2020494043650945380)  2026-02-08T13:44Z [---] followers, [---] engagements


"Apollo's growth drivers:"  
[X Link](https://x.com/Sammy_the_Nose/status/2020570148847915093)  2026-02-08T18:47Z [---] followers, [--] engagements


"This after a $1.2B deal last week with UNP $WAB"  
[X Link](https://x.com/Sammy_the_Nose/status/2021016410500235610)  2026-02-10T00:20Z [---] followers, [--] engagements


"Or to the CES falling back down"  
[X Link](https://x.com/Sammy_the_Nose/status/2021569625129992291)  2026-02-11T12:58Z [---] followers, [--] engagements


"$ICLR move reminds me of the SFBC International debacle and Dan Loeb's success on that short"  
[X Link](https://x.com/anyuser/status/2021968716620333468)  2026-02-12T15:24Z [---] followers, [---] engagements


"$EEFT. Not that anyone cares about valuation anymore but the '26 multiple below is based on 7.5% EPS growth below the low end of the 10-15% guidance"  
[X Link](https://x.com/Sammy_the_Nose/status/2022022488662638654)  2026-02-12T18:58Z [---] followers, [---] engagements


"At 7.5% $ROL had the slowest quarter of international growth since '22. Trump effect"  
[X Link](https://x.com/Sammy_the_Nose/status/2022078543468065038)  2026-02-12T22:41Z [---] followers, [--] engagements


"$ROL. Here is something curious: why would the carrying balance of computer and equipment and systems fall by 55% in one year"  
[X Link](https://x.com/Sammy_the_Nose/status/2022079849264017446)  2026-02-12T22:46Z [---] followers, [---] engagements


"$TTEK hearing update. Seems like they are headed for a trial"  
[X Link](https://x.com/Sammy_the_Nose/status/2022318088444928447)  2026-02-13T14:32Z [---] followers, [---] engagements


"$TTEK. However there is this: http://www.courthousenews.com/us-navy-contractor-asks-judge-to-approve-1-5-million-settlement-in-environmental-fraud-case/#::text=U.S.%20District%20Judge%20James%20Donatoopted%20in%20to%20the%20lawsuit $TTEK hearing update. Seems like they are headed for a trial. https://t.co/0hLw3sVktV http://www.courthousenews.com/us-navy-contractor-asks-judge-to-approve-1-5-million-settlement-in-environmental-fraud-case/#::text=U.S.%20District%20Judge%20James%20Donatoopted%20in%20to%20the%20lawsuit $TTEK hearing update. Seems like they are headed for a trial."  
[X Link](https://x.com/Sammy_the_Nose/status/2022327939694780669)  2026-02-13T15:12Z [---] followers, [--] engagements


"$MTDR. Despite the competitive finding costs per boe. @riceforthought What's your opinion on why that may be He's obviously committed to the business and has skin in the game. The first thing that comes to my mind is that people may disagree with his not taking the accelerator off capex. Perhaps if they were aware that $MTDR's finding cost over @riceforthought What's your opinion on why that may be He's obviously committed to the business and has skin in the game. The first thing that comes to my mind is that people may disagree with his not taking the accelerator off capex. Perhaps if they"  
[X Link](https://x.com/Sammy_the_Nose/status/2022371568228405381)  2026-02-13T18:05Z [---] followers, [---] engagements


"Correction much less likely with the 10-year rate not rising"  
[X Link](https://x.com/Sammy_the_Nose/status/2022392634048962849)  2026-02-13T19:29Z [---] followers, [--] engagements


"@TomSmith839 @jevgenijs I can see a use case for cross border transactions by enterprises and for $EEFT to create their own just as $WU is creating its own but Jev knows a lot more about this than I do"  
[X Link](https://x.com/Sammy_the_Nose/status/1986012321034993681)  2025-11-05T10:06Z [---] followers, [---] engagements


"Interesting that not a single $EEFT insider has bought a share of stock during this collapse in the stock that insiders as one would infer from listening to the latest conference call believe is inconsistent with the company's fundamentals. Wouldn't you think that at least one of them would say "I'm going to buy [---] shares" https://twitter.com/i/web/status/1986100546596417597 https://twitter.com/i/web/status/1986100546596417597"  
[X Link](https://x.com/Sammy_the_Nose/status/1986100546596417597)  2025-11-05T15:57Z [---] followers, [---] engagements


"Could this be suggesting that European payment companies are getting too cheap for PE to resist $EEFT"  
[X Link](https://x.com/Sammy_the_Nose/status/1986800368173674743)  2025-11-07T14:18Z [---] followers, [---] engagements


"This statement is from the CEO of fintech unicorn Airwallex known for cross-border payments and foreign exchange. It focuses on merchants and merchants would seem to have a more compelling stablecoin use case than retail. $EEFT $WU"  
[X Link](https://x.com/Sammy_the_Nose/status/1987637541563191478)  2025-11-09T21:44Z [---] followers, [---] engagements


"Perhaps the market wants to see stabilization in $EEFT's revenue per transaction and EBIT per transaction in its EFT segment (31% of total revenue). Volume continues to hide the deterioration but the market doesn't seem to care about that"  
[X Link](https://x.com/Sammy_the_Nose/status/1987910597330043029)  2025-11-10T15:49Z [---] followers, [---] engagements


"Growth in $EEFT's money transfer segment (42% of revenue) has slowed to a trickle. The bet seems to be that U.S. immigration policy will keep it that way"  
[X Link](https://x.com/Sammy_the_Nose/status/1987930016814956773)  2025-11-10T17:07Z [---] followers, [---] engagements


"The market seems to be honing in on $EEFT's North America revenue decline"  
[X Link](https://x.com/Sammy_the_Nose/status/1987930690781151620)  2025-11-10T17:09Z [---] followers, [---] engagements


"Looks like $MTN is trying to avoid another debacle this year"  
[X Link](https://x.com/Sammy_the_Nose/status/1989395959277916182)  2025-11-14T18:12Z [---] followers, [---] engagements


"Bank Policy Institute asks OCC to reject $WISE bank charter filing $EEFT $WU http://www.wsj.com/finance/regulation/national-trust-charters-fintech-cypto-b3d3e443mod=itp_wsjdjemITP_h http://www.wsj.com/finance/regulation/national-trust-charters-fintech-cypto-b3d3e443mod=itp_wsjdjemITP_h"  
[X Link](https://x.com/Sammy_the_Nose/status/1990413138051690642)  2025-11-17T13:34Z [---] followers, [---] engagements


"Is Mercor on $KFY's radar It better be"  
[X Link](https://x.com/Sammy_the_Nose/status/1995614329794879795)  2025-12-01T22:01Z [---] followers, [---] engagements


"Summary of $KFY AI comments today. By saying they have been using AI for "several years" makes me skeptical. Is Mercor on $KFY's radar It better be. https://t.co/ooBsX8zMUE Is Mercor on $KFY's radar It better be. https://t.co/ooBsX8zMUE"  
[X Link](https://x.com/Sammy_the_Nose/status/1998482189068239337)  2025-12-09T19:57Z [---] followers, [---] engagements


"Remitly's take on how stablecoin can help reduce transaction expenses as a percent of revenue in remittance. $EEFT $WU"  
[X Link](https://x.com/Sammy_the_Nose/status/1998741069035377092)  2025-12-10T13:06Z [---] followers, [---] engagements


"Third consecutive quarter of strong technology industry demand at $KFY. Could AI actually be supporting demand for talent acquisition leadership development organizational strategy consulting"  
[X Link](https://x.com/Sammy_the_Nose/status/1998800222848536644)  2025-12-10T17:01Z [---] followers, [---] engagements


"RTO's Terminix has a history restructuring to compete more effectively against $ROL but they've never been able to get there. Many analysts have broken their pick on that and probably more will. I was surprised the stock fell on Tuesday after ROL's sell-side analyst meeting. I thought both Gahlhoff and Krause were more comfortable and candid than they had been in the past and that impressed me aside from Gahloff's "three two-word couplets"😂. https://twitter.com/i/web/status/1998902500477513940 https://twitter.com/i/web/status/1998902500477513940"  
[X Link](https://x.com/Sammy_the_Nose/status/1998902500477513940)  2025-12-10T23:47Z [---] followers, [--] engagements


"@jszhang0912 After going through the transcript I don't believe that they did. They sounded like they are doing everything organically"  
[X Link](https://x.com/Sammy_the_Nose/status/1998905604690317622)  2025-12-11T00:00Z [---] followers, [--] engagements


"$ALG announced that it is acquiring Petersen. It appears to rank highly among competitors:"  
[X Link](https://x.com/Sammy_the_Nose/status/1999529549638271318)  2025-12-12T17:19Z [---] followers, [---] engagements


"This poses a challenge for companies like $KFY that is billing for $460 an hour in its consulting segment whereas a company like $ACM could be well positioned as the new approach will go directly to reducing costs leading to more winning bids. http://www.wsj.com/tech/ai/ai-goodbye-to-billable-hours-cba198femod=itp_wsjdjemITP_h#comments_sector http://www.wsj.com/tech/ai/ai-goodbye-to-billable-hours-cba198femod=itp_wsjdjemITP_h#comments_sector"  
[X Link](https://x.com/Sammy_the_Nose/status/2000639875616547030)  2025-12-15T18:51Z [---] followers, [---] engagements


"$DOX has all these great customers and no growth 🤔. Underlevered balance sheet. CEO issue"  
[X Link](https://x.com/Sammy_the_Nose/status/2001300659052708159)  2025-12-17T14:37Z [---] followers, [---] engagements


"The market seems to have lost confidence in $DOX management:"  
[X Link](https://x.com/Sammy_the_Nose/status/2001338789827088477)  2025-12-17T17:08Z [---] followers, [---] engagements


"One last thought on $DOX. In its FORM 20-F filed on Monday DOX reported that its allowance for doubtful accounts declined from $45.1MM at the end of the 3Q to $26.2MM at the end of the year -- a $19MM declined or 17C pretax. Here is what Gemini thinks about this: The market seems to have lost confidence in $DOX management: https://t.co/7rX4QrmSCE The market seems to have lost confidence in $DOX management: https://t.co/7rX4QrmSCE"  
[X Link](https://x.com/Sammy_the_Nose/status/2001343434750415326)  2025-12-17T17:27Z [---] followers, [---] engagements


"$EEFT value added associated with CoreCard acq and this doesn't even discuss benefits of taking CoreCard international"  
[X Link](https://x.com/Sammy_the_Nose/status/2001657057183982075)  2025-12-18T14:13Z [---] followers, [---] engagements


"It would be helpful if $VC would provide a couple real-world examples of people using this product"  
[X Link](https://x.com/Sammy_the_Nose/status/2011128205118193946)  2026-01-13T17:28Z [---] followers, [--] engagements


"$TDY executive chairman just awarded [----] shares at $532 with the stock currently at $618 -- a profit from the jump of $765K"  
[X Link](https://x.com/Sammy_the_Nose/status/2014052118555140448)  2026-01-21T19:06Z [---] followers, [--] engagements


"The @WSJ has an article today about Mews. I thought I would ask Gemini to compare $FOUR with it and $AGYS:"  
[X Link](https://x.com/Sammy_the_Nose/status/2015858572345671779)  2026-01-26T18:45Z [---] followers, [---] engagements


"$XOM. UBS on Monday raised its price target on Exxon Mobil to [---] from [---] maintaining a buy rating on the shares. Performance since the Pioneer acquisition:"  
[X Link](https://x.com/Sammy_the_Nose/status/2018314973684834393)  2026-02-02T13:26Z [---] followers, [--] engagements


"$MTDR apparently isn't the only company that is sustaining or increasing capital spending during this uncertain time. Why not -- its production cost including DD&A is $30.31 a bbl. and excluding it is $14.44 a bbl. Sure the price may be higher a year from now but what is the present value of that price today on a risk adjusted basis https://twitter.com/i/web/status/1981789437617967326 https://twitter.com/i/web/status/1981789437617967326"  
[X Link](https://x.com/Sammy_the_Nose/status/1981789437617967326)  2025-10-24T18:26Z [---] followers, [---] engagements


"Interesting that the public rig count is down more than the private rig count over the past six months. Would think the privates would be more likely to cut back quicker on signs of lower cash flow. Thoughts $DVN $EOG $MTDR"  
[X Link](https://x.com/Sammy_the_Nose/status/1982898794560925836)  2025-10-27T19:54Z [---] followers, [---] engagements


"$MTDR. Joe keeps buying"  
[X Link](https://x.com/Sammy_the_Nose/status/1985319575995449445)  2025-11-03T12:14Z [---] followers, [---] engagements


"Can anyone explain why $CTRA's stock went up when it guided increased capex on marginal production growth while $MTDR's stock got nailed for guiding the same thing"  
[X Link](https://x.com/Sammy_the_Nose/status/1986155472102301753)  2025-11-05T19:35Z [---] followers, [---] engagements


"$MTDR CEO Foran buys more stock in open market"  
[X Link](https://x.com/Sammy_the_Nose/status/1986417668996669799)  2025-11-06T12:57Z [---] followers, [---] engagements


"In WSJ today. Good news for likes of $EME $PRIM $VRT $AGX etc. in terms of sustainable growth for at least couple years"  
[X Link](https://x.com/Sammy_the_Nose/status/1995497968146018677)  2025-12-01T14:19Z [---] followers, [---] engagements


"$TNC made an interesting disclosure today at the Sidoti conference. It said that orders were up "quarter over quarter" by 13%. Implied orders in 4Q24 were $313MM implying 1Q25 orders of $354MM. That implies a B2B of [----] which would be the first reading above [---] in at least eight quarters. I'm thinking that management may have meant year over year not quarter over quarter. If that is true that still implies a B2B of [----]. https://twitter.com/i/web/status/1933177125726531940 https://twitter.com/i/web/status/1933177125726531940"  
[X Link](https://x.com/Sammy_the_Nose/status/1933177125726531940)  2025-06-12T14:58Z [---] followers, [---] engagements


"$RBC. A 10% margin improvement on $118MM of revenue = $11.8MM about $9.15MM after tax or 29C a share tailwind. RBC made about $9.35 a share last year including SBC as an expense"  
[X Link](https://x.com/Sammy_the_Nose/status/1951956898602737713)  2025-08-03T10:42Z [---] followers, [---] engagements


"$TNC said "tariff" [--] times in its earnings call 👀. 🤞that SCOTUS follows the constitution to protect us from executive branch overreach"  
[X Link](https://x.com/Sammy_the_Nose/status/1986038687419748614)  2025-11-05T11:51Z [---] followers, [---] engagements


"Worth keeping in mind as analysts focus on all of $GPN's flaws $ADYEN"  
[X Link](https://x.com/Sammy_the_Nose/status/1993313859969720566)  2025-11-25T13:40Z [---] followers, [---] engagements


"$MTN experienced one of the worst early season snowfalls in the western U.S. in over [--] years. Snowfall at its western U.S. resorts for November and December was approximately 50% below the historical 30-year average. In the Rockies snowfall was down nearly 60% versus the historical 30-year average resulting in approximately 11% of terrain being opened in December. Vail Resorts North American season-to-date metrics through January 4th: Skier visits -20% Lift revenue -1.8% Ski school -14.9% Dining -15.9% Retail/rental -6% https://t.co/4Ook5aQWQk Vail Resorts North American season-to-date"  
[X Link](https://x.com/Sammy_the_Nose/status/2011788440044781949)  2026-01-15T13:11Z [---] followers, [---] engagements

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