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signal-to-noise

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@tembelvitesi @tlaubers Curious how you're reading his PSU comments. What quarterly FCF gets to the $2.44 100% vest hurdle, and what fully diluted shares count should we use for Q4 '27 FCF/share calculation?

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@BerkelKip @atelicinvest They paid ~11x 2026E ARR for a business growing ~80% YoY. And its growth will remain structurally high going forward.

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@GHadjia @davideborall What’s shareholdings as % of market cap?

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@DrewCohenMoney @Shift4 Please consider adding podcasts to YouTube

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@orrdavid Interested

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@TheTipasa Why PYPL instead of Apple Pay?

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@SleepwellCap @jevgenijs @Quartr_App @Quartr_App killing it.

Looking forward to seeing @KoyfinCharts roll out AI-generated summaries of public filings like 8-k, press releases, ownership disclosures, and similar updates.

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@WaterworldCapi1 @310Value That’s their own valuation framework from about two years ago — target share price of $20 vs $12 current price

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@blondesnmoney How many positions do you typically run at 3%+ weight at the same time?

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@LDiscernment Which companies are their public comps?

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@RyanReeves_ Also Software Circle plc

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@RyanReeves_ Sun Mountain Fund LP has achieved a stake of about 2.1 percent in Berner Industrier

https://t.co/pa1U8XqOZx

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@SleepwellCap @UnHedgedChatter @TidefallCapital @pekwat Here you go https://t.co/UXQGj9EYaZ

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@WaterworldCapi1 @DMTCapital I get the business inflection, but 16x EBITDA vs 10x historic mean (even TDG historically traded at 16x EBITDA)? How should I be thinking about $CRS valuation?

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@SleepwellCap Please add me to all these DM groups, will try to contribute

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@WarrenPies @MorganLBrennan @CNBCOvertime Warren, you say that a further market decline is historically likely only if a recession occurs in the near future, but *half* of bear markets have happened without a subsequent recession. How does that align with your logic about recessions being necessary for further downside?

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@WaterworldCapi1 @contralculator @hoosier_to On '26 FCF?

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@WaterworldCapi1 Investment funds

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@LuisVSanchez777 WEX, MITK, Eurofins