When $FOUR hits $100 again https://t.co/nXqSvo2Bfi
Can anyone who is good at math tell me how much $FOUR investment in SpaceX is worth at $2 trillion valuation? Then compare to current market cap?
So you're telling me the moonbase payment thesis was overly optimistic $FOUR
murder the shorts they have no souls 🧛♂️ 🧛♀️ 🧛🏼♀️ $FOUR
America will own the moon again 🇺🇸 $FOUR will process the payments 🚀 https://t.co/YezsJkbYtp
people are finally understanding the moonbase potential at $FOUR
$FOUR will have a monopoly on moon payments https://t.co/GtsryFbHDv
moonbases payments will be processed by $FOUR
squeeze the $FOUR shorts they have no souls!
$FOUR +25% in two sessions 🚀 Maybe don't stomp around like an elephant with the buyback guys 🧠 https://t.co/oDnms7gmsf
The free cash flow per share will come $FOUR https://t.co/HJnQXpoaaO
$FOUR has more growth runway than Adyen, grows more in a recession, and this would be a double. We don't need 17x.
@4drant following Jared into $FOUR https://t.co/WMLQF4qIS2
@HatfieldCapital TBF $FOUR is the real terror i unleashed
$FOUR
$FOUR https://t.co/0gHFELQLsU
Just sell this shitco $FOUR https://t.co/260Iu8cBQ7
$FOUR remains a shitco until https://t.co/LiniSoAGbD
@OnodaCapital $FOUR numbers look fine, fcf light. they aren't doing anything wrong, in fact love their strategy. probably an easy double to takeout now
"I want to stress that our story is not a complicated one" $FOUR https://t.co/TBJr5b8Ywx
Adding to $FOUR https://t.co/0pJMZjnvGb
$FOUR -18% implosion
$FOUR " just finished a long-overdue governance cleanup. The company collapsed its multi-class share structure into one share, one vote, eliminated “controlled company” status, and permanently killed the Tax Receivable Agreement (TRA) that would have sent a large share of future tax benefits to the founder. From here on out, all tax benefits belong to shareholders, voting power is equal, and the structure is materially simpler and more institutionally investable. The $191.8M paid to Jared Isaacman looks bad in isolation, but it’s mostly a settlement of existing obligations, not a giveaway. The bulk was cash already owed to him (tax distributions), plus some ordinary equity consideration and the cancellation of a prior commitment to fund employee equity awards. In exchange, shareholders avoided a much larger and longer-dated TRA liability, removed founder control risk permanently, and improved long-term free cash flow. Net-net, this is a positive NPV trade that removes the biggest governance discount on the stock."
$FOUR is in a bull market +5%
@MikeFritzell His $FOUR analysis was objectively dumb. he wrote an analysis of the company that was entirely wrong! not even close. and he made shit up. I suspect he may dumb or slightly dishonest. Instant Berkshire is clearly dumb.
me trying to cook up an AI short thesis for $FOUR https://t.co/Hb01H7YnGY
$FOUR $GPN
$FOUR
$FOUR -10%
"this strategy I call instant Berkshire" notably short seller and $FOUR skeptic Michael Burry
@DarkfireCapital what do you prefer about $FISV over $GPN or $FOUR