@bobspaysubstack Why $GPN meh? They growing single digits like they are supposed to?
@evrgn11112231 $GPN
"The NEW $500 m ASR announced on the call (on top of the $515 m ASR already executed in Q1 that retired ~7.3M shares) is the headline capital-return action — through Q1 $GPN already returned ~$620M to shareholders, and by end of Q2 mgmt expects to have returned >50% of the >$2B FY26 commitment. Open-market buybacks resume in Q2 post-ASR. At a stock price near $70, retiring shares at this pace is the largest single-stock alpha lever in the cohort — only $PYPL's $6B trailing-12-month repurchase pace is comparable in absolute terms among payments names, and PYPL is buying back into a decelerating branded story while $GPN is buying back into accelerating Genius/synergy execution."
EINHORN HAS SOLD $GPN 🚀 🚀 🚀 https://t.co/aU2wSd9bbO https://t.co/sZ00aOO3qL
"If you believe that the payment rails are "sticky plumbing" and that GPN can maintain just 2–4% revenue growth while inflation does the heavy lifting, GPN is mathematically the best IRR bet on the board. You are essentially taking the other side of the VC narrative, betting that the "boring" legacy plumbing will keep generating billions in cash while the market is distracted by AI agents and stablecoins." $GPN
$GPN is worth $150 https://t.co/aYmHF4lIUv
2028 Inflation is 100% 10-year is 10% Communists are in the White House Compounders derate to 15x $GPN at 10x https://t.co/xiB1zcbEjY
$GPN https://t.co/mxIfyXynAa
"While there remains a bit of execution risk around Worldpay, we believe the Street is embracing $GPN's transition to pure-play merchant acquirer focused on compounding earnings." https://t.co/Z9JJU11Sbs
$GPN "2026 guide appears achievable, including mid-single-digit revenue and 12-14% EPS growth, aided by 150 basis points of adjusted operating margin expansion and $2 billion capital return. We remain cautious" https://t.co/mqBX3lDHM1
Stripe, like $GPN is a payments rollup. https://t.co/FZn2H4n26y
everything is going to trade at $GPN levels when AI hits.
still taking $GPN, but not gonna be a value bagholder, if market wants to give me $GPN for no loss and $MA back at teens earnings, hot damn maybe thats the $GPN success i needed all along.
$GPN 4Q25
Was hoping $GPN would buyback (the in the bag fcf of) $7.5 billion at $65 per share but we will never see that price again.
$GPN IS RISK FREE https://t.co/2iEggT9f83
"I think one of the things that we feel very good about is given the enormous scale that we bring to the business, particularly from a payment standpoint, we can be as price competitive as anybody." $GPN
$GPN "And what I would say around that is there's an enormous amount of private capital that's obviously on the sidelines, and you're seeing bigger and bigger deals getting done." 🚀 https://t.co/OpUOl0ACXx
$GPN (0% total return) now clowning on quality GARP, IGV and MAG7 since I entered my value investing phase.
$GPN will still be cheap after a 100% run
$GPN will look cheap for another 100%
$GPN thesis breaks if: they don’t resume buybacks, they do more M&A, or they keep hiding recurring costs forever. This release is basically management saying: “Major M&A is done” “We are pure play now” “Here’s $2.5B buyback authorization” “Here’s $550M ASR now” “Here’s 2026 growth + margin guide” “We’re still doing $7.5B return by ’27” That’s about as strong a confirmation as you can get.
Robots Read on the $GPN Q 1) biggest overhang removed: “will it close / will it drag / will guidance be messy?” - 2) explicit board authorization of $2.5B of buybacks, they are executing a $550M accelerated share repurchase immediately 3) Adjusted EPS up 11% constant currency, Adjusted net revenue up 6% constant currency, Adjusted operating margin 44.7%, up 80 bps 2026 guidance - ~5% constant currency adjusted net revenue growth (excluding dispositions) - ~150 bps margin expansion - Adjusted EPS $13.80–$14.00 (13–15% growth) Long-term - $7.5B capital return through end of 2027
The debate on $GPN is now shifting from “Will they survive integration?” to: “Is 5× forward EPS rational for a 5% grower with expanding margins and aggressive buybacks?” This is a very difficult conversation for the bears. +10% pre market
$CSU merges with $GPN I call it Instant Berkshire
$FOUR $GPN
@DarkfireCapital what do you prefer about $FISV over $GPN or $FOUR
