# ![@kab604 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1334480223950270464.png) @kab604 kab60

kab60 posts on X about $fis, $gpn, ai, $tep the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1334480223950270464/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1334480223950270464/c:line/m:interactions.svg)

- [--] Week [-----] -80%
- [--] Month [------] +217%
- [--] Months [-------] +362%
- [--] Year [-------] +16%

### Mentions: [--] [#](/creator/twitter::1334480223950270464/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1334480223950270464/c:line/m:posts_active.svg)

- [--] Week [--] -46%
- [--] Month [---] +87%
- [--] Months [---] +169%
- [--] Year [---] +22%

### Followers: [-----] [#](/creator/twitter::1334480223950270464/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1334480223950270464/c:line/m:followers.svg)

- [--] Week [-----] no change
- [--] Month [-----] +3%
- [--] Months [-----] +7.30%
- [--] Year [-----] +14%

### CreatorRank: [---------] [#](/creator/twitter::1334480223950270464/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1334480223950270464/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  39% [finance](/list/finance)  30% [technology brands](/list/technology-brands)  14% [cryptocurrencies](/list/cryptocurrencies)  9% [travel destinations](/list/travel-destinations)  6% [countries](/list/countries)  3% [automotive brands](/list/automotive-brands)  1% [currencies](/list/currencies)  1% [financial services](/list/financial-services)  1%

**Social topic influence**
[$fis](/topic/$fis) #8, [$gpn](/topic/$gpn) #5, [ai](/topic/ai) 9%, [$tep](/topic/$tep) 6%, [business](/topic/business) 5%, [zurich](/topic/zurich) 5%, [in the](/topic/in-the) 5%, [core](/topic/core) 5%, [$wex](/topic/$wex) #2, [growth](/topic/growth) 4%

**Top accounts mentioned or mentioned by**
[@fenmagne](/creator/undefined) [@jefke00](/creator/undefined) [@tomsmith839](/creator/undefined) [@onebeggar](/creator/undefined) [@darkfirecapital](/creator/undefined) [@heartofthesea](/creator/undefined) [@vienna13capital](/creator/undefined) [@valueinvest12](/creator/undefined) [@notfomo](/creator/undefined) [@hugomanenti](/creator/undefined) [@evfcfaddict](/creator/undefined) [@rodrigoethe](/creator/undefined) [@jamesashley1990](/creator/undefined) [@renesellmann](/creator/undefined) [@kabuhl](/creator/undefined) [@divergent7651](/creator/undefined) [@cornerstone127](/creator/undefined) [@pembridgecap](/creator/undefined) [@nigelwoodman](/creator/undefined) [@inthemoneypod](/creator/undefined)

**Top assets mentioned**
[StaFi (FIS)](/topic/$fis) [Global Payments Inc (GPN)](/topic/$gpn) [WEX (WEX)](/topic/$wex) [4 (FOUR)](/topic/$four) [Concentrix Corporation Common Stock (CNXC)](/topic/$cnxc) [Corpay, Inc. (CPAY)](/topic/$cpay) [Fiserv, Inc. (FI)](/topic/$fi) [Klarna Group plc (KLAR)](/topic/klarna) [Charter Communications Inc (CHTR)](/topic/$chtr) [Ball, Corp. (BALL)](/topic/$ball) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [American International Group Inc (AIG)](/topic/$aig) [W R Berkley Corp (WRB)](/topic/$wrb) [Eden (EDEN)](/topic/$eden) [Toast, Inc. (TOST)](/topic/$tost) [Fiserv Inc (FISV)](/topic/$fisv) [Fair Isaac, Corp. (FICO)](/topic/$fico) [CDW common stock (CDW)](/topic/$cdw) [Jack Henry & Associates, Inc. (JKHY)](/topic/$jkhy) [Carvana Co. (CVNA)](/topic/$cvna) [Bel Fuse Inc (BELFB)](/topic/$belfb) [Burning Rock Biotech Ltd. (BNR)](/topic/$bnr) [Cable One, Inc. (CABO)](/topic/$cabo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"So while you all debate whether $CSU.to is 'cheap' how about looking at what Mark Leonard liked - payments and bank cores iirc Everything getting killed but some from already cheap levels. Or did Anthropic launch a tool to vibe code bank cores🤨 $gpn $fis"  
[X Link](https://x.com/kab604/status/2018773526082101759)  2026-02-03T19:48Z [----] followers, [----] engagements


"Someone forgot to tell Corpay that they're basically dead-man-walking due to 'AI'; 4th Quarter: 21% revenue growth 11% organic revenue growth and 13% adjusted EPS growth $cpay Not even the ugly sibling $wex is falling off a cliff just yet"  
[X Link](https://x.com/kab604/status/2019314286926131445)  2026-02-05T07:36Z [----] followers, [----] engagements


"I don't get Ashtead Tech. Anywhere I look customers/subsea suppliers talk about strength: Hunting PLC "Subsea . with a robust market outlook to 2028." TechnipFMC: "Subsea services was particularly robust representing one of the highest quarterly inbound levels ever achieved." Ashtead Tech adj. EPS up 15% move from AIMmain early Oct. After a weak Q2 (stop-work in US wind tariffs uncertainty) activity is picking up. Used to be dearly valued now trading like a shitco despite DD growth & 25% ROIC strong customer backlog & 8% forecast mkt growth Ashtead Tech adj. EPS up 15% move from AIMmain early"  
[X Link](https://x.com/kab604/status/1981284246846091629)  2025-10-23T08:59Z [----] followers, [----] engagements


"Beazley sold off 10% on lowered GWP outlook BUT increased profitability (CR 80% in H2). Very interesting CMD as well. Trades 1.35xTBV vs. 3x for $WRB (great co). $6.2B gets one 12B in ST fixed income AND one of the best underwriting outfits around with great alignment:"  
[X Link](https://x.com/kab604/status/1993960294268457087)  2025-11-27T08:29Z [----] followers, [----] engagements


"UK awards +8 GW of offshore wind. A rare positive headline for offshore wind (& Ashtead Tech $at.l) less sure about UK consumer. https://www.gov.uk/government/news/record-breaking-auction-for-offshore-wind-secured-to-take-back-control-of-britains-energy#::text=Now%20this%20auction%20round%2C%20knownclean%20power%20mission%20by%202030 "Our Subsea Techn operating segment is poised for growth in the medium-term . The Spring and FES businesses are seeing strong opportunities within the SURF sub-sector of the industry while the OOR business is seeing tremendous levels of interest in South America"  
[X Link](https://x.com/kab604/status/2011381298745782670)  2026-01-14T10:14Z [----] followers, [----] engagements


"Ashtead Tech beats expectations sounds upbeat on '26 momentum increasing. Kinda predictable. 35m capex suggest plenty of opportunities ahead leverage guided to 1x at YE and then probably further M&A and/or buybacks. UK awards +8 GW of offshore wind. A rare positive headline for offshore wind (& Ashtead Tech $at.l) less sure about UK consumer. https://t.co/nB87M922of UK awards +8 GW of offshore wind. A rare positive headline for offshore wind (& Ashtead Tech $at.l) less sure about UK consumer. https://t.co/nB87M922of"  
[X Link](https://x.com/kab604/status/2013173343780810824)  2026-01-19T08:55Z [----] followers, [----] engagements


"@TomSmith839 French companies always figure out a way to disappoint on the capital allocation front and put shareholders last. $TEP $PLX $EDEN it's just a travesty. The more I do this the more I ignore companies with mngmt teams that just don't 'get it' (and don't have the incentives to)"  
[X Link](https://x.com/kab604/status/2013207136566665439)  2026-01-19T11:09Z [----] followers, [---] engagements


"@RodriGo_ethe @TomSmith839 it's somewhat cheaper but that just exacerbates the issue of poor capital allocation. If they traded at 20x less of an issue with expensive M&A but at these levels it's just atrocious. Whole 'payments' space wacked why even bother with these subpar mgnmt teams $GPN at 5x"  
[X Link](https://x.com/kab604/status/2013218046450471396)  2026-01-19T11:52Z [----] followers, [---] engagements


""So as you can see Q3 is a good quarter" is not what you want to hear from the CFO after company lowers guidance and the stock has gone from [---] [--] in [--] years. Tell the world the stock is fucking cheap and you'll be buying it every day any day (goes to do 400m deal) $tep.pa"  
[X Link](https://x.com/kab604/status/2013230966160978172)  2026-01-19T12:44Z [----] followers, [---] engagements


"@jamesashley1990 @ReneSellmann It's helpful to follow their customers most of which are public. Gives a sense of how the end-market evolves. Growth is coming down after some gangbuster years but estimates still 7% revenue growth for Ashtead Tech this year"  
[X Link](https://x.com/kab604/status/2013521998543024392)  2026-01-20T08:00Z [----] followers, [---] engagements


"Will $FIS get vibe-coded away 10xFCF in a couple of years per CFO and apparently it's gonna be 'real GAAP cash you can take to the bank' this time instead of the egregious and BS 'adjusted cash' they're making today"  
[X Link](https://x.com/kab604/status/2013880563426267398)  2026-01-21T07:45Z [----] followers, [---] engagements


"$FIS and $GPN both seem to have gotten what they wanted and the asset-swap seems to make sense to both sides. If the era of massive deal-making is in the rearview-mirror might shareholders finally get paid through massive buybacks and a bit of organic growth+margin expansion"  
[X Link](https://x.com/kab604/status/2013880970152223075)  2026-01-21T07:46Z [----] followers, [---] engagements


"Anyone with Peel Hunt note on Beazley Thx $bez.l (pt indicates they think deal gets done at 1340p - which makes sense to me)"  
[X Link](https://x.com/kab604/status/2014647692283060364)  2026-01-23T10:33Z [----] followers, [---] engagements


"What's happening to $TEP Is Klarna laying off all internal CX folks that they rehired after firing them 'due to AI' first time around"  
[X Link](https://x.com/kab604/status/2015719408270741915)  2026-01-26T09:32Z [----] followers, [----] engagements


"I need these Swiss fellas to come over the top and take Beazley off my hands so I can lose more money on payment co's and CX companies going extinct"  
[X Link](https://x.com/kab604/status/2016835838542237946)  2026-01-29T11:28Z [----] followers, [----] engagements


"$CHTR BB subs continue to decline but mobile line adds x4 higher. Why isn't this a bigger problem for telcos Does anyone think BB losses accelerate At this pace there seems to be a lot of meat left on the bone"  
[X Link](https://x.com/kab604/status/2017226331621122174)  2026-01-30T13:20Z [----] followers, [---] engagements


"@Kabuhl @Divergent7651 @cornerstone127 They're now marketing cable as 'fiber-powered'. I think the in-house WiFI setup probably has a bigger impact on 90% of users than whether last bit of wire is cable/coax. $CHTR now launching new wifi setup with battery+5G backup which all else equal should increase resiliency"  
[X Link](https://x.com/kab604/status/2017230357334990993)  2026-01-30T13:36Z [----] followers, [---] engagements


"Insane competition in the payments space "One year later that annual fee $229 jumped to $450 in Oct' 25" $GPN "Shift4s NEW Regulatory Assurance Fee is $325/device. Theres a 3-device max capping the fee at $975. Its billed annually most recently in Dec '25" $FOUR"  
[X Link](https://x.com/kab604/status/2017257396138029194)  2026-01-30T15:23Z [----] followers, [----] engagements


"I don't know man. $FOUR slapping $1k worth of annual fees on merchants can be both the bull case and bear case I guess. Wild thing is they don't seem any worse than the other players. And still cheaper than $TOST which has said it would take price. Insane competition in the payments space "One year later that annual fee $229 jumped to $450 in Oct' 25" $GPN "Shift4s NEW Regulatory Assurance Fee is $325/device. Theres a 3-device max capping the fee at $975. Its billed annually most recently in Dec '25" $FOUR Insane competition in the payments space "One year later that annual fee $229 jumped to"  
[X Link](https://x.com/kab604/status/2017258286261702725)  2026-01-30T15:27Z [----] followers, [----] engagements


"@Fenmagne I think they're a very smart bunch with money on the line so I feel pretty confident they calculate risk/reward of what they are doing. I find it funny that the narrative is lots of competition given how stable take rates are and anecdotes like this"  
[X Link](https://x.com/kab604/status/2017296495746093352)  2026-01-30T17:58Z [----] followers, [---] engagements


"@DarkfireCapital AI isn't going to eat their lunch. But why bother with $FISV which has some real issues to fix when you can get the same 'exposure' with $GPN and $FI. While $FISV plays defense they'll be buying back gobs of stock and increase margins"  
[X Link](https://x.com/kab604/status/2018247232646975525)  2026-02-02T08:56Z [----] followers, [---] engagements


"If I'm reading the RNS correctly Zurich Insurance owns +8m Beazley shares. Not sure when they bought but that would be weird if they expect to rug-pull the shares (and not make a deal)🤨 I need these Swiss fellas to come over the top and take Beazley off my hands so I can lose more money on payment co's and CX companies going extinct I need these Swiss fellas to come over the top and take Beazley off my hands so I can lose more money on payment co's and CX companies going extinct"  
[X Link](https://x.com/kab604/status/2018294413156286909)  2026-02-02T12:04Z [----] followers, [----] engagements


"@TomSmith839 It's what you'd consider 'junk fees' in this space and yeah it does end up at Shift4 AFAIK"  
[X Link](https://x.com/kab604/status/2018308269349958131)  2026-02-02T12:59Z [----] followers, [--] engagements


"@TomSmith839 People love this shit at something like $FICO apparently not so much in the payments space. If you don't think they're dumb people it shows to me that the fears around competition are overblown"  
[X Link](https://x.com/kab604/status/2018308679867523500)  2026-02-02T13:01Z [----] followers, [--] engagements


"Q4 beat volumes up HSD. Guides to 900m FCF 10% EPS growth. If they can get operating leverage cranking EPS growth should be higher in combination with buybacks. CFO: "We expect continued momentum with operating leverage". $ball Anyone looking at $ball CEO recently fired despite numbers moving in the right direction. Leverage at target levels massive buybacks. Board must think they can improve execution/increase operating leverage So hired an ops guy who understands company culture Anyone looking at $ball CEO recently fired despite numbers moving in the right direction. Leverage at target"  
[X Link](https://x.com/kab604/status/2018643644216201315)  2026-02-03T11:12Z [----] followers, [----] engagements


"@heartof_thesea I'm not a CSU bro' but from my understanding payments was one area they were/are looking into (and perhaps already did some deals). Makes sense imo given convergence of payments & software. As for 'bank cores' by understanding is he viewed Jack Henry as the holy grail of SW"  
[X Link](https://x.com/kab604/status/2018771759726485926)  2026-02-03T19:41Z [----] followers, [--] engagements


"@heartof_thesea Jack Henry looks too rich to me and listening to some former employees it does seem like they have enough on their plate internally (no new bank core for decades weakening culture lots of tech debt etc etc). $FIS seems like the lower-risk play to me"  
[X Link](https://x.com/kab604/status/2018772306143719672)  2026-02-03T19:43Z [----] followers, [--] engagements


"@heartof_thesea I think it looks cheap but I don't think it's worth the headache. They have some real issues to fix whereas you can get some of the same exposure by buying $GPN (pure-pay merchant acquiring) and $FIS (core bank software/tech). Both now focused cheap + committed to buybacks"  
[X Link](https://x.com/kab604/status/2018773399938400711)  2026-02-03T19:47Z [----] followers, [---] engagements


"Jack Henry EPS up 25%. Someone plz tell them they're dead. So while you all debate whether $CSU.to is 'cheap' how about looking at what Mark Leonard liked - payments and bank cores iirc Everything getting killed but some from already cheap levels. Or did Anthropic launch a tool to vibe code bank cores🤨 $gpn $fis So while you all debate whether $CSU.to is 'cheap' how about looking at what Mark Leonard liked - payments and bank cores iirc Everything getting killed but some from already cheap levels. Or did Anthropic launch a tool to vibe code bank cores🤨 $gpn $fis"  
[X Link](https://x.com/kab604/status/2018911281835630647)  2026-02-04T04:55Z [----] followers, [----] engagements


"Deal terms agreed in principle between Beazley & Zurich 1335p/share (need to do customary DD & submit formal offer). Preeeetty close to 1350p estimate. Yummy. That frees up a lot of cash to go incinerate in the payments space. $bez.l If I'm reading the RNS correctly Zurich Insurance owns +8m Beazley shares. Not sure when they bought but that would be weird if they expect to rug-pull the shares (and not make a deal)🤨 If I'm reading the RNS correctly Zurich Insurance owns +8m Beazley shares. Not sure when they bought but that would be weird if they expect to rug-pull the shares (and not make a"  
[X Link](https://x.com/kab604/status/2018945969535017260)  2026-02-04T07:13Z [----] followers, [----] engagements


""Google Tests Potential Classifieds-Killer" How exactly is agentic AI gonna kill classified sites Isn't the worry akin to the above Google fear $auto.l https://www.anvilmediainc.com/blog/google-tests-potential-classifieds-killer/ https://www.anvilmediainc.com/blog/google-tests-potential-classifieds-killer/"  
[X Link](https://x.com/kab604/status/2019319566828994854)  2026-02-05T07:57Z [----] followers, [---] engagements


"Amazon Autos to launch in UK: Autotrader has already been hammered. Another round of battering and it might get kicked from the index $auto.l https://cardealermagazine.co.uk/amazon-autos-uk-launch-lined-up-for-2026-as-web-giant-to-go-head-to-head-with-autotrader/321848 "Google Tests Potential Classifieds-Killer" https://t.co/2fPp3AltQF How exactly is agentic AI gonna kill classified sites Isn't the worry akin to the above Google fear $auto.l https://cardealermagazine.co.uk/amazon-autos-uk-launch-lined-up-for-2026-as-web-giant-to-go-head-to-head-with-autotrader/321848 "Google Tests Potential"  
[X Link](https://x.com/kab604/status/2019693049266495609)  2026-02-06T08:42Z [----] followers, [---] engagements


"@jefke00 I warned a lot of people about Stellantis' balance sheet (huge negative working capital position is a bitch when sales decline) and their massive missteps in the US and on the EV side. All people seemed to care about was low P/E high capital returns Elkann"  
[X Link](https://x.com/kab604/status/2019722438851035151)  2026-02-06T10:38Z [----] followers, [---] engagements


"@jefke00 And yeah Inchcape is just a much better business although it hasn't done particularly well. Nothing beats US car dealers though. Just need them cheaper on recession jitters"  
[X Link](https://x.com/kab604/status/2019722711921262998)  2026-02-06T10:39Z [----] followers, [---] engagements


"Corpay up 10% as founder-led co. does what it said it would do. My God this market has to be the dumbest of all-time. Someone forgot to tell Corpay that they're basically dead-man-walking due to 'AI'; 4th Quarter: 21% revenue growth 11% organic revenue growth and 13% adjusted EPS growth $cpay Not even the ugly sibling $wex is falling off a cliff just yet Someone forgot to tell Corpay that they're basically dead-man-walking due to 'AI'; 4th Quarter: 21% revenue growth 11% organic revenue growth and 13% adjusted EPS growth $cpay Not even the ugly sibling $wex is falling off a cliff just yet"  
[X Link](https://x.com/kab604/status/2019436579073527988)  2026-02-05T15:42Z [----] followers, [---] engagements


"Did anything fundamentally change with CDW Corp or did it just lose a bit of earnings momo and needed to come down Current price doesn't seem to expect much future growth $cdw"  
[X Link](https://x.com/kab604/status/2015018759925215337)  2026-01-24T11:08Z [----] followers, [----] engagements


"@Vienna13Capital I'm not looking I'm BUYING like a greedy pig (that doesn't know it's heading to the slaughterhouse). Been buying $FOUR $GPN & even a nice chunk of $FIS yesterday"  
[X Link](https://x.com/kab604/status/2018959979412443278)  2026-02-04T08:09Z [----] followers, [---] engagements


"Jack Henry: "84% of banks and 83% of credit unions expect to increase their technology spending in [----]. That's up from 73% of banks and 79% of credit unions a year ago." (also seem to benefit from struggles at Fiserv) $fis $jkhy $fi Jack Henry EPS up 25%. Someone plz tell them they're dead. Jack Henry EPS up 25%. Someone plz tell them they're dead"  
[X Link](https://x.com/kab604/status/2019389576759120200)  2026-02-05T12:36Z [----] followers, [----] engagements


"Adyen now reporting revenue growth before loss of major customers: Processed volume was 1394B up 21% excluding a single large-volume customer or 8% YoY including this customer. https://www.adyen.com/press-and-media/adyen-publishes-h2-2025-financial-results-3pgu2 https://www.adyen.com/press-and-media/adyen-publishes-h2-2025-financial-results-3pgu2"  
[X Link](https://x.com/kab604/status/2021850990819909949)  2026-02-12T07:36Z [----] followers, [---] engagements


"Seems to be a hostile offer. Also looks pretty awful tbh despite 'big premium'. No reference to valuation (lol) which was at like 1.2xTBV for one of the best specialty insurers around. I can easily see others come in given how cashed-up everybody is into a softening cycle Takeover offer for Beazley PLC. I'm not saying 'I told you so' but I kinda did: https://t.co/pPgNs9d2w6 Takeover offer for Beazley PLC. I'm not saying 'I told you so' but I kinda did: https://t.co/pPgNs9d2w6"  
[X Link](https://x.com/kab604/status/2013241549048406383)  2026-01-19T13:26Z [----] followers, [---] engagements


"@jefke00 I like LRE and think it gets taken out as well. But I prefer Beazley and will probably just hold throughout this saga (I change my mind all the time though). I think Zurich increases offer and they make a deal"  
[X Link](https://x.com/kab604/status/2013936242308665761)  2026-01-21T11:26Z [----] followers, [---] engagements


"My read is that Beazley are sellers and that 2.4xTBV probably does it. I think that's a fair price and would expect Zurich to cough up a bit more. Don't know Zurich all that well but it seems as if they can afford it. #BEZ says no to 1280p. Interesting that Zurich went public with the offer in a way that creates a deadline before Beazley's FY25 results on March 4th BEZ is now talking about FY24 TBV because they can't provide updated numbers yet https://t.co/cZgH4anYpD #BEZ says no to 1280p. Interesting that Zurich went public with the offer in a way that creates a deadline before Beazley's"  
[X Link](https://x.com/kab604/status/2014269797488263489)  2026-01-22T09:31Z [----] followers, [---] engagements


"@Vienna13Capital Share price was higher back then. Market has softened somewhat not least cyber. Also look how Zurich in their bid refers to the share price 'premium' whereas Beazley focuses on TBV. Beazley TBV [--] USD SP15 today. Probably need 16-18 USD/share"  
[X Link](https://x.com/kab604/status/2014275546146914464)  2026-01-22T09:54Z [----] followers, [--] engagements


"@Fenmagne @value_invest12 @NOTFOMO Generally technology should favor a scaled player $TEP. And unlike $CNXC and others debt is hardly an issue given they can pay it off in [---] years assuming no growth/margin improvement"  
[X Link](https://x.com/kab604/status/2015799546492686705)  2026-01-26T14:50Z [----] followers, [---] engagements


"@pembridge_cap Thx that's within the range of what I would've thought. Looks very attractive here given asset-backing fwd earnings mngmt team + biz quality. Think it's selling off today because of this: https://www.thetimes.com/article/b9551100-38db-4764-9968-dc9e0f9e3c98shareToken=9369bcb155d55538cfc0cf1384b27690 https://www.thetimes.com/article/b9551100-38db-4764-9968-dc9e0f9e3c98shareToken=9369bcb155d55538cfc0cf1384b27690"  
[X Link](https://x.com/kab604/status/2016131423325798800)  2026-01-27T12:49Z [----] followers, [--] engagements


"While you debate whether SaaS co's at 10xrevenue are toast I'm in the Arena doing scuttlebutt on CX (chatted with a bot yesterday). As ROI on CX improves (AI+human) imagine if Jevons Paradox INCREASES usage and becomes a tailwind to shitcos like $TEP & $CNXC. 🚀🚀🚀"  
[X Link](https://x.com/kab604/status/2016410636872196587)  2026-01-28T07:18Z [----] followers, [----] engagements


"I'm not saying the CEO is the incarnation of Warren Buffett but they bought a newbuilt vessel for what looks like sub 5xEBITDA the other day probably 2/3 debt-financed at EIBOR+225 bps. EPS growth on this sucker could rival Mag [--] next couple of years Gulf Marine Services with another contract extension for two vessels (6 years including options) taking backlog to 0.7B (we're talking billions now baby). $gms.l Gulf Marine Services with another contract extension for two vessels (6 years including options) taking backlog to 0.7B (we're talking billions now baby). $gms.l"  
[X Link](https://x.com/kab604/status/2016422334660325588)  2026-01-28T08:05Z [----] followers, [----] engagements


"@NigelWoodman @inthemoneypod Not sure how one can fault him for making some quick dough. Haven't 'quality investors' and #neversell fools shown everybody that something is a buy and sell at different points Sure FFH 'might work' but it's all about opportunity cost. No points for holding the longest"  
[X Link](https://x.com/kab604/status/2016466769980879118)  2026-01-28T11:01Z [----] followers, [--] engagements


"@HugoManenti Debt at $CNXC frightens me a bit given it's like [--] years worth of FCF. It's more like 3-4 times at $TEP. I think that's manageable even if biz shrinks not sure on $CNXC. Gives latter less opportunities while TEP plans to return 1.5B next [--] years to shareholders"  
[X Link](https://x.com/kab604/status/2016600123149594834)  2026-01-28T19:51Z [----] followers, [---] engagements


"@HugoManenti That's a first for me Why wouldn't it be allowed Mngmt jus references that it gets taxed"  
[X Link](https://x.com/kab604/status/2016626431682294127)  2026-01-28T21:36Z [----] followers, [--] engagements


"@andrewcoye @longriverCM People seem to make that mistake again and again. I'm all for lazy short-hands when thinking about valuation (frees up time to turn over more rocks) and usually just focus on eFCF yield+growth but first you have to make sure the capital structure is in order"  
[X Link](https://x.com/kab604/status/2016792695444750748)  2026-01-29T08:37Z [----] followers, [---] engagements


"@paulcerro @UnicusResearch Isn't the difference that these guys did some actual work and got the annual report of DriveTime I haven't dug in but everyone understood the Garcias had a major economic incentive to inflate $CVNA earnings through dealings with related-parties. But nobody had the numbers IIRC"  
[X Link](https://x.com/kab604/status/2016800609450537324)  2026-01-29T09:08Z [----] followers, [---] engagements


"@FishtownCap @a_living_fossil When will they start spending on 6G I find it interesting how even T-Mobile have started massive capital returns hopefully price discipline sticks and capex-intensity is coming down industry-wide"  
[X Link](https://x.com/kab604/status/2016823379051913387)  2026-01-29T10:38Z [----] followers, [--] engagements


"Excited to see a write-up on TTD @ VIC. Apparently trades at a 5.5% FCF yield. Goes to look at CF statement; 500m in SBC (no mention whatsoever). S/O flat while using every cent and then some to buyback shares. I hope these software co's keep burning down"  
[X Link](https://x.com/kab604/status/2017161120507711495)  2026-01-30T09:01Z [----] followers, [----] engagements


"@JamieCDubya Do you use it and why AJ Bell instead of other brokers Who are the closest competitors in UK"  
[X Link](https://x.com/kab604/status/2017161669848244461)  2026-01-30T09:03Z [----] followers, [---] engagements


"@Fenmagne Yep I own both. $FIS also looks very tempting although a wholly different beast post Worldpay divestment"  
[X Link](https://x.com/kab604/status/2017297326599991317)  2026-01-30T18:02Z [----] followers, [--] engagements


"@evfcfaddict Yeah I saw that making the rounds yesterday which suggest there's too many people in the stock not following closely enough. A lot of Danish companies ask the AGM for an authorization each year (with no intention of using it). $AOJ did the same last year and the year before etc"  
[X Link](https://x.com/kab604/status/1760576177725448595)  2024-02-22T08:04Z [----] followers, [----] engagements


"@evfcfaddict Well Bel Fuse $belfb was up there yesterday but when it opens today it definitely won't be after dropping a stinker ATH yesterday so it's not like I'm trying to take victory laps because I dodged $AOJ :) I'm eating humble pie YTD"  
[X Link](https://x.com/kab604/status/1760657057382822077)  2024-02-22T13:25Z [----] followers, [---] engagements


"When speciality chemicals hot again $IMCD disappointed (again) yesterday $AZE not exactly looking hot today either but expectations probably rather low Brenntag $BNR today once again reasserted itself as the big dumb idiot brother of the chemical distributors. Look at the numbers below. Sure there's pricing pressure but these are very large jumps in the wrong direction. -23% yoy on Specialties in Q1 I mean Azelis $AZE was https://t.co/hI95WkidR6 Brenntag $BNR today once again reasserted itself as the big dumb idiot brother of the chemical distributors. Look at the numbers below. Sure there's"  
[X Link](https://x.com/kab604/status/1950799150095700203)  2025-07-31T06:02Z [----] followers, [----] engagements


"@Bonhoeffer_KDS @BillBrewsterTBB @FrancoOlivera What do you think he's up to Can GLIBA even buy anything in Alaska Also given rural/remote nature + lack of competition shouldn't Alaska be vulnerable to stuff like FWA + Starlink Look how fast $CABO crumbled when what had been a moat quickly unraveled"  
[X Link](https://x.com/kab604/status/1993971950595498297)  2025-11-27T09:15Z [----] followers, [---] engagements


"Man Hong Kong stocks just keep getting pummeled. Looks interesting though as a lot of stocks pay huge dividends so unlike say in Japan you get part of the spoils. What's your favorite HK stocks atm I still like Analogue Holding but a lot of stuff looks pretty good"  
[X Link](https://x.com/kab604/status/1457581476615233541)  2021-11-08T05:31Z [----] followers, [--] engagements


"What a giant load of shit. It's embarrassing. They make it sound like they're victims as they can't hide costs as capex "3.7m of SaaS IT investment costs expensed as required by IAS38". Jesus. And then they have another 10m in costs that gets 'adjusted' away. 🚩🚩🚩🚩🚩"  
[X Link](https://x.com/kab604/status/1701511828348584299)  2023-09-12T08:23Z [----] followers, [---] engagements


"And now we have a prelim bid from Hedin and Penske Automotive $PAG for 28p which the board has so far rejected as it "fundamentally undervalues" the Company: https://otp.investis.com/clients/uk/pen Just a 'lil summary of my thoughts on Pendragon #pdg which I wrote up in the summer as a special sits of sorts. Hedin owns 27% and can block a takeover but Lithia and Pendragon - with the help of Goldman - structured themselves out of that by simply selling off UK motor . https://otp.investis.com/clients/uk/pen Just a 'lil summary of my thoughts on Pendragon #pdg which I wrote up in the summer as a"  
[X Link](https://x.com/kab604/status/1704499518027284481)  2023-09-20T14:15Z [----] followers, [----] engagements


"AIG has done well focusing on core shedding a ton of assets simplified and taken cost out and juiced it all with big buybacks. Others embarking on the same trip (where turnaround has turned and easy stuff is left.) $AIG to monetize more of Corebridge Financial $CRBG as the market is starting to believe. $AIG is approaching a [--] year high. https://t.co/Ltt05SOgyf $AIG to monetize more of Corebridge Financial $CRBG as the market is starting to believe. $AIG is approaching a [--] year high. https://t.co/Ltt05SOgyf"  
[X Link](https://x.com/kab604/status/1730650541460447239)  2023-12-01T18:10Z [----] followers, [----] engagements


"@Jam_invest Sounds interesting. What's with the massive losses though Are they any good underwriters What about management compensation and what's your view on the folks running the show"  
[X Link](https://x.com/kab604/status/1730667539485634603)  2023-12-01T19:17Z [----] followers, [--] engagements


"What's your favorite cyclical co. with counter-cyclical cashflows buying back gobs of shares (and trading at a trough multiple of trough earnings) If that's a high bar skip the cyclical part I think something like $arw looks interesting"  
[X Link](https://x.com/kab604/status/1743656814711890131)  2024-01-06T15:32Z [----] followers, [----] engagements


"@onebeggar Swing in $oln profits always makes me nervous when I look. Didn't they change CEO after the prior had changed things around for the better Still think Melrose is good value after ripping LTM"  
[X Link](https://x.com/kab604/status/1743706357985894796)  2024-01-06T18:49Z [----] followers, [---] engagements


"So what's your favorite play here - if any - that goes under the radar I don't like very public names like BABA Tencent etc"  
[X Link](https://x.com/kab604/status/1749391308681330930)  2024-01-22T11:19Z [----] followers, [----] engagements


"@patrick_iele I was talking about DFDS (and their change in strategy). I think it's more interesting than NTG at these levels (I've owned NTG a couple of times). ROIC will come down at NTG over time already has"  
[X Link](https://x.com/kab604/status/1763295146735538675)  2024-02-29T20:08Z [----] followers, [--] engagements


"Petershill launching 100m tender offer at 215p/share. GS-entities holds 75% won't tender. Tender offer at a 'material discount' to BV accretive to EPS. Also 10p divy announced (5% yield). #phll Why is US alt-managers like $KKR $APO and $BX ripping while Petershill Partners PLC - which owns [--] GP stakes buys back shares and pays out most FRE - muddling along at 52-w lows Asking for a bagholder #PHLL Why is US alt-managers like $KKR $APO and $BX ripping while Petershill Partners PLC - which owns [--] GP stakes buys back shares and pays out most FRE - muddling along at 52-w lows Asking for a"  
[X Link](https://x.com/kab604/status/1782655462837457046)  2024-04-23T06:19Z [----] followers, [----] engagements


"Reading Matador Resources call and if that's the general intellect in the shale patch oil is toast: shareholders don't like buybacks because that moves them out and they don't get to enjoy the upside . you're just exiting ST holders. They take advantage of the jump $mtdr"  
[X Link](https://x.com/kab604/status/1849147268965753079)  2024-10-23T17:53Z [----] followers, [---] engagements


"Lancashire GPW up 9% YTD maintains guidance despite Milton and Helene losses announces 58p special divy. 5x earnings. $lre.l Beazley looking strong as well maintains guidance of CR 80%. $bez.l"  
[X Link](https://x.com/kab604/status/1854062097979642298)  2024-11-06T07:23Z [----] followers, [---] engagements


"Umicore with a big guidance raise. Almost a double since the lows in April. Imagine if they sell the battery division and start showering shareholders with that prodigious free cash (or will the new CEO fund a new science project I don't think so fwiw. Has been cutting HQ.) I think it's a great setup despite recent bounce. Core business is incredibly cash generative. Reason why stock has sucked ass is due to capital (mis)allocation with a failed bet on EV battery tech which new mngmt is fixing. I think it's a great setup despite recent bounce. Core business is incredibly cash generative."  
[X Link](https://x.com/kab604/status/1939730155624436065)  2025-06-30T16:58Z [----] followers, [----] engagements


"@cardinalcap12 I was talking $aze"  
[X Link](https://x.com/kab604/status/1950943087129194903)  2025-07-31T15:34Z [----] followers, [---] engagements


"Ashtead Tech adj. EPS up 15% move from AIMmain early Oct. After a weak Q2 (stop-work in US wind tariffs uncertainty) activity is picking up. Used to be dearly valued now trading like a shitco despite DD growth & 25% ROIC strong customer backlog & 8% forecast mkt growth"  
[X Link](https://x.com/kab604/status/1960229190596210698)  2025-08-26T06:33Z [----] followers, [----] engagements


"Another free ad for Beazley PLC $bez.l Government weighs support as JLR faces uninsured cyber attack losses https://t.co/8mB2pgD5lh #motortrade #automotive #dealers Government weighs support as JLR faces uninsured cyber attack losses https://t.co/8mB2pgD5lh #motortrade #automotive #dealers"  
[X Link](https://x.com/kab604/status/1971142085761011904)  2025-09-25T09:17Z [----] followers, [----] engagements


"Is it worries around stablecoins that has wacked most/all payment companies + increased competition Know the specific drivers at $fi $pypl $wex but don't really see why that matters much to say $cpay $four"  
[X Link](https://x.com/kab604/status/1976271958187835512)  2025-10-09T13:02Z [----] followers, [---] engagements


"Suffice to say I'm long this UK gem which is entering the soft part of the cycle. Would expect increased capital returns as premium growth comes off somewhat. Company expects single digit growth during soft cycle 15% ROE through the cycle. Uncorrelated bet to wider mkt"  
[X Link](https://x.com/kab604/status/1993961328382497266)  2025-11-27T08:33Z [----] followers, [---] engagements


"And another contract award just before YE taking backlog to 607m or [--] years' worth of revenue. At higher dayrates and with lower interest cost locked-in FCF should be more than the mkt cap (and already with low leverage) $gms.l Merry X-mas from this bagholder & $GMS.L - large vessel secured for [--] years AND an update to the announcement yesterday which increases duration of the [--] contracts in the NS from [---] days [----]. 30% FCF yield 1.5x levered with asset+backlog backing: https://t.co/eN7JT61H2N Merry X-mas from this bagholder & $GMS.L - large vessel secured for [--] years AND an update to the"  
[X Link](https://x.com/kab604/status/2005908484278071752)  2025-12-30T07:47Z [----] followers, [----] engagements


"@onebeggar You're correct Do you have any thoughts on him and/or Baxter Still seems too early for me but at quick glance he seems to have done well and might be exactly what Baxter needs"  
[X Link](https://x.com/kab604/status/2011000447805345825)  2026-01-13T09:00Z [----] followers, [---] engagements


"Takeover offer for Beazley PLC. I'm not saying 'I told you so' but I kinda did: https://www.zurich.com/media/news-releases/2026/2026-0119-01 Chubb $CB with an 'informal offer' for $AIG. M&A activity heating up as market softens and capital builds. Your annual reminder that UK-listed (but global) specialty insurers are cheap AF and most have been taken out (just [--] left get in while you can [--] for the price of 1) https://www.zurich.com/media/news-releases/2026/2026-0119-01 Chubb $CB with an 'informal offer' for $AIG. M&A activity heating up as market softens and capital builds. Your annual"  
[X Link](https://x.com/kab604/status/2013238427441873131)  2026-01-19T13:13Z [----] followers, [----] engagements


"First they came for Beazley now they come for Kitwave. $kitw.l Instant gratification feels nice (295p vs. 220p share price) but that's a pretty shitty deal"  
[X Link](https://x.com/kab604/status/2014235935861354942)  2026-01-22T07:17Z [----] followers, [----] engagements


"@InvestorMexican @taobanker Yes $wex mngmt sucks ass"  
[X Link](https://x.com/kab604/status/2014241495335735453)  2026-01-22T07:39Z [----] followers, [--] engagements


"@Fenmagne @value_invest12 @NOTFOMO If one really worries about terminal value risk you can rightfully argue that buybacks are the wrong lever to pull here. Imagine if they just paid out 100% of FCF in divys then. To lose you'd have to assume business was basically gone in 4-5 years. Seems silly"  
[X Link](https://x.com/kab604/status/2015810928697106509)  2026-01-26T15:35Z [----] followers, [---] engagements


"Anyone have the UBS report on $TEP where they basically cut their PT in half Would love to see if it's another one of those 'we think it's fundamentally undervalued' but increase our WACC due to negative momo weak sentiment and no near-term catalysts'"  
[X Link](https://x.com/kab604/status/2016457225993060518)  2026-01-28T10:24Z [----] followers, [---] engagements


"@searching4value Beazley Last year when it got wacked at H1 & CMD. Used to own Lancashire Sabre Insurance and Fairfax but Beazley looked more juicy. Better lucky than good"  
[X Link](https://x.com/kab604/status/2016885664969642169)  2026-01-29T14:46Z [----] followers, [---] engagements


"@PetramcoC @DarkfireCapital Oh yeah I meant $FIS"  
[X Link](https://x.com/kab604/status/2018255255343874161)  2026-02-02T09:28Z [----] followers, [--] engagements


"Pepsico reported bev vol down 4% in NA in Q4. If they decide to change things around could be a nice tailwind for can companies: ".and offering sharper value to address consumer affordability dynamics . to accelerate growth . we expect NA's performance to improve""  
[X Link](https://x.com/kab604/status/2018646736391250368)  2026-02-03T11:24Z [----] followers, [---] engagements


"So while you all debate whether CSU is 'cheap' how about looking at what Mark Leonard liked - payments and bank cores iirc Everything getting killed but some from already cheap levels. Or did Anthropic launch a tool to vibe code bank cores🤨$fis $gpn"  
[X Link](https://x.com/kab604/status/2018769638449172974)  2026-02-03T19:32Z [----] followers, [---] engagements


"If Sam Altman is giving you Elizabeth Holmes vibes or you're a bagholder in $cnxc and/or $tep.pa or just love losing money read this piece on Klarnas 'revolutionary' Gen AI-chat bot and how much it sucks (I can say YES to all three btw) Klarna's AI chatbot: how revolutionary is it really https://t.co/xAqgSjFK0b Klarna's AI chatbot: how revolutionary is it really https://t.co/xAqgSjFK0b"  
[X Link](https://x.com/kab604/status/1821558189143281821)  2024-08-08T14:44Z [----] followers, [----] engagements


"What's your best idea right now Could be something entirely unaffected (but sold off) or just something bombed out because of uncertainty Canadian oil sell-off friday (and anything remotely oil) makes me like $matr $ipco & $meg.to - but also $pax (LATAM PE 70% fees in $ )"  
[X Link](https://x.com/kab604/status/1909132090647396572)  2025-04-07T06:32Z [----] followers, [----] engagements


"How come Teleperformances' core biz is growing 3% if AI is making CX companies obsolete $TEP.PA at 25% FCF yield whereas they recently sold bonds at 4.25%. Est 3B in FCF 25-27. In [----] avg. client relationsship was [--] years in [----] it was [--] years. Just canned from Cac40"  
[X Link](https://x.com/kab604/status/1968206489161699673)  2025-09-17T06:52Z [----] followers, [----] engagements


"It's also funny how $TEP.PA got wacked on Klarna laying off customer service agents whereas it seems to matter little to sentiment that Klarna did a [---] as their customers hated autocomplete bots Also they changed mgnmt comp targets at the AGM in May. Lowered organic growth targets but added "two additional overriding conditions; over the three-year period organic revenue growth is at least 10% and that free cash flow should not (be) less than [---] billion." Also they changed mgnmt comp targets at the AGM in May. Lowered organic growth targets but added "two additional overriding conditions;"  
[X Link](https://x.com/kab604/status/1968247955045089320)  2025-09-17T09:37Z [----] followers, [----] engagements


"Subsea [--] Q3: "In [----] we expect the group to continue to deliver growth in revenue and adjusted EBITDA . Our confidence in this guidance is underpinned by the quality of our backlog which gives us over 80% visibility on revenue . " I don't get Ashtead Tech. Anywhere I look customers/subsea suppliers talk about strength: Hunting PLC "Subsea . with a robust market outlook to 2028." TechnipFMC: "Subsea services was particularly robust representing one of the highest quarterly inbound levels ever achieved." I don't get Ashtead Tech. Anywhere I look customers/subsea suppliers talk about strength:"  
[X Link](https://x.com/kab604/status/1993242150398779682)  2025-11-25T08:55Z [----] followers, [---] engagements


"Oil producers operating in Brazil oppose a proposed merger between Subsea [--] & Saipem two Ashtead Tech customers. AT mngmt said they don't mind the deal but I'd prefer if it gets nixed: https://seekingalpha.com/news/4527869-oil-firms-in-brazil-unite-to-oppose-subsea-7-saipem-merger I don't get Ashtead Tech. Anywhere I look customers/subsea suppliers talk about strength: Hunting PLC "Subsea . with a robust market outlook to 2028." TechnipFMC: "Subsea services was particularly robust representing one of the highest quarterly inbound levels ever achieved.""  
[X Link](https://x.com/kab604/status/1996132771744321731)  2025-12-03T08:21Z [----] followers, [----] engagements


"@onebeggar Yeah but what's interesting is BATS have Ken Dart going big (US fella) Vistry invaded by UK hedge funds (and NVR operator) and Melrose is run by a capable PE firm and not very representative of usual UK governance. Thx for sharing"  
[X Link](https://x.com/kab604/status/1764230502477713911)  2024-03-03T10:05Z [----] followers, [----] engagements


"Why'd investors lose interest in can manufacturers $ball and $cck paid down lots of debt in recent years utilization is high outlook seems fine lots of cash getting returned (although Ball mngmt sounds pretty dumb re buybacks)"  
[X Link](https://x.com/kab604/status/1986765194173825121)  2025-11-07T11:58Z [----] followers, [---] engagements


"@jefke00 Happy for you that you stuck around :) Could see why rotating now could make sense although I think we could get a bidding war for Beazley. Not sure that outfit wants to/should be part of a Swiss insurance co. Could see a cultural clash. Should go to likes of $FFH.TO or $BRK"  
[X Link](https://x.com/kab604/status/2013242409522467189)  2026-01-19T13:29Z [----] followers, [---] engagements


"@value_invest12 @Fenmagne @NOTFOMO Their customers are Enterprises. You heard of any CEOs who didn't look at AI not least in CX They have the customer relationship you think a bank will go 100% AI CX with some startup TEP uses whatever tech drives good outcomes"  
[X Link](https://x.com/kab604/status/2015872321429373041)  2026-01-26T19:39Z [----] followers, [--] engagements


"@jefke00 Was looking at Smurfit and liked what I saw but I am not sure on industry dynamics. Big players close capacity while smaller benefits Cans seems like the better business and just a bit more expensive - LT growth staggered LT contracts much fewer players"  
[X Link](https://x.com/kab604/status/2004444331676205137)  2025-12-26T06:49Z [----] followers, [---] engagements

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