[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Jerry Capital [@JerryCap](/creator/twitter/JerryCap) on x 51K followers Created: 2025-07-11 16:26:15 UTC from this valuation, with what you described unfolding i think you'd exit at 15x in which IRRs would likely be greater than 20%. - need top line to stabilize and not shrink organically (is it shrinking? Adyen went from X to XXX trillion in TPV, Worldpay didnt shrink, they just didnt grow) - No more deals (too much debt cant do a deal right now) Consistent repo / manageable debt load (they are doing this, debt load is easily going to come down, that alone is built in compounding with no catalyst, no rerate, nobody needs to believe you). Stable multiple (multiple cant really shrink anymore, shrinking multiple is good for buybacks) Market perception stabilizes- consensus is deteriorating competitive situation (doesn't matter what Adyen growws if GPN grows X% buysback stock at single digits PE and pays down debt ) XXX engagements  **Related Topics** [debt](/topic/debt) [$adyenas](/topic/$adyenas) [Post Link](https://x.com/JerryCap/status/1943708426883961069)
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Jerry Capital @JerryCap on x 51K followers
Created: 2025-07-11 16:26:15 UTC
from this valuation, with what you described unfolding i think you'd exit at 15x in which IRRs would likely be greater than 20%.
need top line to stabilize and not shrink organically (is it shrinking? Adyen went from X to XXX trillion in TPV, Worldpay didnt shrink, they just didnt grow)
No more deals (too much debt cant do a deal right now)
Consistent repo / manageable debt load (they are doing this, debt load is easily going to come down, that alone is built in compounding with no catalyst, no rerate, nobody needs to believe you).
Stable multiple (multiple cant really shrink anymore, shrinking multiple is good for buybacks)
Market perception stabilizes- consensus is deteriorating competitive situation (doesn't matter what Adyen growws if GPN grows X% buysback stock at single digits PE and pays down debt )
XXX engagements
