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# ![@pernasresearch Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1267488217470623745.png) @pernasresearch Pernas Research

Pernas Research posts on X about $rely, $wisel, $docsl, $cgeh the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1267488217470623745/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1267488217470623745/c:line/m:interactions.svg)

- X Week XXXXXX +44%
- X Month XXXXXXX +623%
- X Months XXXXXXXXX +102%
- X Year XXXXXXXXX +197%

### Mentions: XX [#](/creator/twitter::1267488217470623745/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1267488217470623745/c:line/m:posts_active.svg)

- X Week XX +31%
- X Month XX +65%
- X Months XXX +39%
- X Year XXX -XXXX%

### Followers: XXXXXX [#](/creator/twitter::1267488217470623745/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1267488217470623745/c:line/m:followers.svg)

- X Week XXXXXX +0.40%
- X Month XXXXXX +1.60%
- X Months XXXXXX +37%
- X Year XXXXXX +103%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1267488217470623745/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1267488217470623745/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[$rely](/topic/$rely) #33, [$wisel](/topic/$wisel) #10, [$docsl](/topic/$docsl) #1, [$cgeh](/topic/$cgeh) #9, [wise](/topic/wise) 8.7%, [$brk](/topic/$brk) 4.35%, [jpmorgan chase](/topic/jpmorgan-chase) 4.35%, [investment](/topic/investment) 4.35%, [berkshire hathaway](/topic/berkshire-hathaway) 4.35%, [breaking news](/topic/breaking-news) XXXX%

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@analysethat](/creator/undefined) [@mariocibelli](/creator/undefined) [@motorinvesting](/creator/undefined) [@insiderfed](/creator/undefined) [@oestaone](/creator/undefined) [@carlosml](/creator/undefined) [@iancassel](/creator/undefined) [@thedebtreaper](/creator/undefined) [@stonkmetal](/creator/undefined) [@hideyooosawa](/creator/undefined) [@p14capital](/creator/undefined) [@opu61659893](/creator/undefined) [@matt_kolb_](/creator/undefined) [@long_only_guy](/creator/undefined) [@nickalobeultra](/creator/undefined) [@gruust](/creator/undefined) [@investlikeiroh](/creator/undefined) [@shots_goal](/creator/undefined) [@premortes](/creator/undefined)

**Top assets mentioned**
[Remitly Global, Inc. Common Stock (RELY)](/topic/$rely) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Fiserv Inc (FISV)](/topic/$fisv) [Fiserv, Inc. (FI)](/topic/$fi) [Wise (WISE)](/topic/$wise) [Euronet Worldwide Inc (EEFT)](/topic/$eeft) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Western Union Co (WU)](/topic/$wu)
### Top Social Posts
Top posts by engagements in the last XX hours

"Last year we wrote about how this succession was suspect and $BRK shareholders could be vulnerable. "Warren Buffett's investment portfolio successors Todd Combs and Ted Weschler manage roughly $XX billion each (as of his 2021 letter) but have yet to make any significant investments. Managing a $XXX billion portfolio with high concentration and large embedded gains is a daunting task and so far it has been totally unclear how this transition will be executed. The lack of clarity surrounding this transition poses accountability challenges.Expecting a two-person team to replace Buffett and"  
[X Link](https://x.com/pernasresearch/status/1998074339367821770)  2025-12-08T16:56Z 11.3K followers, 24K engagements


"While the physics of data centers in space is superior in every which way getting it there in the first place is not economically feasible (payloads currently cost in the thousands per kg of weight). It's like saying building skyscrapers in space is easier than building on earth because of zero g"  
[X Link](https://x.com/pernasresearch/status/1998827063051170168)  2025-12-10T18:48Z 11.3K followers, 2640 engagements


"$DOCS.L For our call on Dr. Martens.it's taken a while for a rerating and we missed the collapse in the sandals segment but this is a unique brand that cannot be replicated. The issues were cyclical not structural. The brand is in no way impaired. We saw signs of a category rebound as other boot brands posted sequential improvements. -Revenue down X% YoY -83M in debt repaid -D2C growth returns in the Americas -Inventory reduced by 67M ahead of expectations -Rightsized inventory has management positioned for growth"  
[X Link](https://x.com/pernasresearch/status/1930997194401665259)  2025-06-06T14:36Z 11.3K followers, 5804 engagements


"Good outcome for shareholders $CGEH"  
[X Link](https://x.com/pernasresearch/status/1992991040551403579)  2025-11-24T16:17Z 11.3K followers, 2782 engagements


"CFO and Chief Admin buy $1.5mm worth of shares of $FISV. Fiserv rebounding aggressively which could be just what the sector needs. disc: long"  
[X Link](https://x.com/pernasresearch/status/1996237110282494006)  2025-12-03T15:16Z 11.3K followers, 4523 engagements


"Capstone $CGEH up XXX% since our research note in August with still plenty of potential upside:"  
[X Link](https://x.com/pernasresearch/status/1996607068170801576)  2025-12-04T15:46Z 11.3K followers, 4245 engagements


"favorite barbell right now: AI winners + companies mislabeled as AI losers"  
[X Link](https://x.com/pernasresearch/status/1998098420687659165)  2025-12-08T18:32Z 11.3K followers, 10.2K engagements


"$DOCS.L what do you guys think is this a chart crime or nah"  
[X Link](https://x.com/pernasresearch/status/1998225706606801257)  2025-12-09T02:58Z 11.3K followers, 3303 engagements


"$UPWK quietly disproving the core bear thesis-- GSV is finally showing growth despite all the macro doom"  
[X Link](https://x.com/pernasresearch/status/1998401903063900442)  2025-12-09T14:38Z 11.3K followers, 2776 engagements


"At its peak AOL was worth $220B on 25M subs $10K per user because everyone thought it was the internet gateway. Apply that logic to OpenAI and you get a $10T valuation. Its 1/20th of that today. Helps put the real bubbles in perspective"  
[X Link](https://x.com/pernasresearch/status/1998876999088222697)  2025-12-10T22:06Z 11.3K followers, 10.6K engagements


"@Analysethat The dot com bubble was something to behold"  
[X Link](https://x.com/pernasresearch/status/1998879305993171227)  2025-12-10T22:15Z 11.3K followers, XXX engagements


"$RELY vs $WISE.L Remitly gets the most questions of any position we holdusually along the lines of "isn't competitor WISE much cheaper where is Remitly's moat". Most overlook the key technical differences in their infrastructure and why their TAMs are distinct (and will remain distinct). Full write-up coming soon"  
[X Link](https://x.com/pernasresearch/status/1901678047948058651)  2025-03-17T16:52Z 11.3K followers, 23.7K engagements


"The best way to think about $WISE.L business model is a decentralized tech-native quasi-correspondent bank that doesnt profit from FX spreads. Their infrastructure will continue to make inroads in more developed economies but in EM where banks and regulators are in bed together they are limited"  
[X Link](https://x.com/pernasresearch/status/1913666674567643350)  2025-04-19T18:51Z 11.3K followers, 25.1K engagements


"Thinking of hosting a Spaces next week on $WISE.L and $RELY -- covering remittances regulation stablecoins and more. Any appetite for this"  
[X Link](https://x.com/pernasresearch/status/1936153558111646004)  2025-06-20T20:05Z 11.3K followers, 17.3K engagements


"Tune into our Space this Thursday @ 1:30 PM PST. Space: Topic: Remittances Regulation & The Stablecoin Threat Host: @Pernasresearch Co-host & Speakers: @mario_cibelli @motorinvesting (Dean Pernas) Tickers discussed: $RELY $WISE.L $EEFT $PYPL $WU"  
[X Link](https://x.com/pernasresearch/status/1937239134751670339)  2025-06-23T19:59Z 11.3K followers, 10.4K engagements


"@insiderfed I can give you one: $RELY"  
[X Link](https://x.com/pernasresearch/status/1976295791808380929)  2025-10-09T14:36Z 11.3K followers, XXX engagements


"@Analysethat This is just comparing LTVs to another. ChatGPT will eventually monetize the free subs by either converting them/ads or some combo"  
[X Link](https://x.com/pernasresearch/status/1998906908292559320)  2025-12-11T00:05Z 11.3K followers, XXX engagements