patient_compounding

searching for mispriced quality
compounding over noise
conviction over consensus

[patient_compounding @hktruegun]

@CarioCapital Dun need to overreact with the share price. We know this is gonna be a tough year. U have hold thru Q3 2026. Why sell before the dawn. The leverage will be dropped naturally sooner or later.

[patient_compounding @hktruegun]

@CurryorNothing The picture painted by the management is now .... Look at the fucking free cash flow per share.

For de-leveraging, it will automatically drop when the ~600m debt retires next year. And the increase in ebitda. Probably it will still get to a low 3x

[patient_compounding @hktruegun]

@CurryorNothing The averaged buy back price for Q3 is ~$38.7? Doesn't look so stupid to me. But the deviation from the path of de-leveraging is quite confusing. Three months ago u said we are going low3s net leverage. And now we are not.

[patient_compounding @hktruegun]

@CurryorNothing I understand buying back at this price is good for the long term shareholders. But when we are expecting de-leveraging, and the company has been trying to convince the market that they can do it so quickly back to 3x three months back then, the sudden change of course is ...

[patient_compounding @hktruegun]

@tembelvitesi @tlaubers I would rather see him retiring as much shares as possible. Even if $FOUR hit net leverage at 3.25-3.3. The narrative and story around $FOUR won't change. The twist will come next year after Q1/Q2 results are out. Let's just retire as many share as possible now

[patient_compounding @hktruegun]

@VivekGarg427944 @CarioCapital All stocks are sharing this struggle ....

[patient_compounding @hktruegun]

@ArthurKaInvest Saw your posts on $FOUR. Just found out u also own BN? I own LGEN and APO as well lol

[patient_compounding @hktruegun]

@CapitalNola @tembelvitesi @CarioCapital @bobspaysubstack Top work here for guessing the right company month before it got officially announced

[patient_compounding @hktruegun]

@tembelvitesi If you are stalking a girl like how you stalk $FOUR, u will get life imprisonment

[Chelsea FC @ChelseaFC]

Kai Havertz is the best on earth. 🎶

[patient_compounding @hktruegun]

@Opu61659893 @everchos3n @bobspaysubstack The point is the venues need to go offline for preparation for the match! So it is mostly a neutral impact on shift4.

[patient_compounding @hktruegun]

@tembelvitesi Can't wait for the call. $FOUR should disclose more on the rollout of shift4 one

[David Ornstein @David_Ornstein]

🚨 Newcastle United to sanction sale of Bruno Guimaraes to Arsenal for £75m. #AFC started lower, #NUFC wanted higher but compromise in process of being sealed to grant 28yo Brazil int’l midfielder desired move. Lyon entitled to 20% of profit @TheAthleticFC https://t.co/e1rrfvZTMS

[patient_compounding @hktruegun]

@tembelvitesi Price is only reasonable if it turns out to be the platform of banks, which does not seem to the case.

[patient_compounding @hktruegun]

@tembelvitesi Finally :)

[patient_compounding @hktruegun]

@business @Shift4 @tlaubers chances to enter the restaurant sector of JP, isn't it?

[patient_compounding @hktruegun]

@tembelvitesi This is not a test for shift4, it is just a showcase for shift4

[patient_compounding @hktruegun]

@tembelvitesi Started buying at around 60. All the way till 34. Now it is sit back and enjoy time

[patient_compounding @hktruegun]

@tembelvitesi Finally. Been adding FOUR for a long time. Conviction got me thru the difficult period. Now it is party time !

[The Athletic | Football @TheAthleticFC]

Manchester City have agreed a £116m ($153m) deal to sign Elliot Anderson from Nottingham Forest.

The fee — a fixed figure with no add-ons — is the most ever paid for a British player and represents a new record for City, eclipsing the £100m they paid Aston Villa for Jack Grealish in 2021.

Forest had previously been looking for the fixed fee of any sale to be higher than the £125m ($165m) British record Liverpool paid Newcastle United for Alexander Isak last summer.

Full story from @David_Ornstein ⬇️

https://t.co/SjtWEi0VEv