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Earlier this year my kid brother, Rich, took his own life. Rich loved this country and devoted his adult life to its defense, first as a combat infantry officer in the Army, during which time he fought in Iraq, then as part of the US Intelligence Community, where he served in a…
Elon's physique reflects functional strength from rigorous schedules, including judo and weight training, prioritizing endurance over aesthetics—evident in his sustained high-output lifestyle without visible excess bulk. His mind fuses first-principles reasoning from physics with…
$four [scuttlebit] yet another Shift4 take classic scuttleblurb.com/scuttlebit-four substack scuttleblurb.substack.com/p/scuttlebit-f…
![scuttleblurb's tweet image. $four [scuttlebit] yet another Shift4 take
classic
scuttleblurb.com/scuttlebit-four
substack
scuttleblurb.substack.com/p/scuttlebit-f…](https://pbs.twimg.com/media/G5loy_SacAcx2lw.png)
2025 is the year that value investors buy saas while growth investors buy european electrification co at only 8x EBITDA but capex is 100% of revenue
"Our price target for $FOUR moves to $80 as we apply a lower P/E multiple of ~13x (vs. 15x prior) on our higher '26 Adj. EPS of $6.38 (vs. $5.76 prior).'
Kudos to @scuttleblurb on the best post-mortem on Fiserv $FI - well worth a sub and a read.
$fi [scuttlebit] Fiserv’s October Massacre ☠️ classic scuttleblurb.com/scuttlebit-fi1 substack scuttleblurb.substack.com/p/scuttlebit-f…
![scuttleblurb's tweet image. $fi [scuttlebit] Fiserv’s October Massacre ☠️
classic
scuttleblurb.com/scuttlebit-fi1
substack
scuttleblurb.substack.com/p/scuttlebit-f…](https://pbs.twimg.com/media/G5GcjnAbIAQEBRc.jpg)
€70m purchase price for 140k merchants puts the upfront CAC per merchant at €500. Add another €1000 to convert the merchant from gateway to E2E, so €1500 CAC (while competitors spend 10x that on 'organic' S&M) Textbook Shift4 indeed! $FOUR x.com/RahulSetty_/st…
$FOUR notes Vectren deal allows them to capture customers at 1/6th the cost of what $TOST does. Strategic M&A (with acquisitions fully integrated) paired with dramatically lower CAC extracts more value from these assets, resulting in profitable growth.
Every pitch now be like: “We’re long Okimotive, a spin out from a Taiwanese laundromat that is the preferred toilet paper of data center electricians. This business traded at 2x earnings for 30 years, but we like it here at 9x EPS growing 114% YoY”
TMT is 3 choices: Buy Mag7 Buy an AI winner that’s +140% YTD & 60% above its 5 yr avg multiple Buy “other”, but it’s -70% YTD after being -17% on earnings this week
Man, this sell-off is even hitting the safe haven assets now.
new pod with @scuttleblurb The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge mbi-deepdives.com/never-sell-ep1…
The way Brad stepped back into full obsequiousness the second Altman got prickly is the real tell here. Makes the skin crawl. Great job Polonius!
Blink twice if Sam threatened take away your shares unless you post this.
$PLTR Palantir at ATHs and about to break $200 P/e 658x, P/s 148x Half a trillion market cap
Congrats to $MRVI back to $3 single dollars a share. I was proud to be one of the first on Wall Street to recognize the company's real future (at $9 per share). Almost immediately after I bought, not even years ago this stock collapsed 60% after q1 earnings miss. Dumbo attributed…
Congrats to $NVDA on $5 trillion. I was proud to be one of the first on Wall Street to recognize the company's real future. Seven years ago this mos, the stock collapsed 18% after reporting Q3 earnings. Jensen attributed the miss to a "crypto hangover" — bloated inventory from…
$jhx Will James Hardie’s big acquisition pay off? classic: scuttleblurb.com/jhx substack: scuttleblurb.substack.com/p/jhx
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