FunTradez

LT investor, NT flipper, DD guru

[FunTradez @funtradez]

@AngeloR30700761 @JesseLeeDow1 @SNR_Stonks17 Isn't $MQ highly concentrated with most revenues from $SQ?

[FunTradez @funtradez]

@SWiswesser @JesseLeeDow1 FedNow will be an absolute nothing burger. The media is using this narrative to suppress the stock price while the funds accumulate shares.

I will guarantee this narrative will change soon enough, but it will be too late for retail investors as price will be $150+

[FunTradez @funtradez]

@MichaelKitara no, it went even lower

[FunTradez @funtradez]

@Zaza_tly @LavanPath @mukund You mean like "Zelle"?! .. I have heard this argument with so many other fintech company including $STNE and Brazils new system few years ago and it all turned out to be a nothing burger.

[FunTradez @funtradez]

@JonahLupton @HiuraFan Paypal own Venmo

[FunTradez @funtradez]

@markminervini Not sure why people hate on this guy. I used to think this guy was a dummy who didn't know what he was talking about in Feb 2021 when he said we are starting stage 4 decline. I realized I was the dummy who didn't know what I didn't know. Dangerous game. Much respect to this man

[FunTradez @funtradez]

@jimcramer Jim, why? Are you finally asking to learn about how stocks work? Seems a bit late.... no?

[FunTradez @funtradez]

@JonahLupton @ChrisMc59774488 @StockMarketNerd @ParrotStock @JonahLupton Have you sold your posiiton?

[FunTradez @funtradez]

$UPST another over hyped and over priced fintwit stock. Cut loose

[FunTradez @funtradez]

@JonahLupton @BluSuitDillon @buyands89408000 @jimcramer @LuoshengPeng Man, got trapped in $UPST at $124 and I figured I was getting a good buy, I should have used a SL given this was only 4 days ago. In you guys opinion where are we heading back to $75-80 range?

Got $DLO at $23.71 so at least I got one right!

[FunTradez @funtradez]

@jimcramer @jimcramer just called the top on oil! Phenomenal timing

[FunTradez @funtradez]

@helloWorldLuke @giro_lino What do you mean overly focused on share price and multiples? Are you referring to the management team?

[FunTradez @funtradez]

@john_baeyens @giro_lino @SejaStone Where did you see Andre coming back in, isn't he just on the board?

[FunTradez @funtradez]

@giro_lino @john_baeyens @SejaStone @giro_lino what's your take on STNE and PAGS at these prices. Will they ever recover? I have read your substack and you had STNE FCF value at $18+ with 90%+probability and fair value at $24, but man this is brutal and trading at Book Value.

Also, why the ER delay?

[FunTradez @funtradez]

@giro_lino @CharlieZvible @sagiv131 @JerryCap those who used to use cash will use PIX. In any case the payment acquirer will receive a fee which they usually would have not. This is not saying that future expansion of PIX doesn't include rewards.

[FunTradez @funtradez]

@giro_lino @CharlieZvible @sagiv131 @JerryCap Yes, and PIX is free for P2P, but not P2B. There is a 1.89% fee (PAGS). You should look at PIX as Venmo or Zelle in the US. Most terminals now have PIX enabled and you can make payment via PIX. Those who are credit worthy will still use credit cards for their rewards and

[FunTradez @funtradez]

@ChasingProphet There is no growth in the next 4 Qtrs, hence the revenue guidance revised to $400m

[FunTradez @funtradez]

@PaulaPatrice @AnaniaB It was to fool the market so they can take out a $300m junk bond.

[FunTradez @funtradez]

@giro_lino Gino, Have you heard anything about the "Stone for Sale" news? This price action is concerning given the fundamentals and growth of the core business less the bad investments and credit mess up.

[FunTradez @funtradez]

@TheCowboyTrades When? 5 years from now or eoy 22?