Rubenslash

I am just now hearing that Accenture has 800,000 employees. I cannot believe it. What in tarnation?

@sv_techie Altimeter may have sold the bottom here.

I could be wrong, $CPNG wants to get to $20 and if it gets there, it should head to mid 20s. The fine overhang is done. Korea is doing well and hopefully semis-gold rush should help.+

@the_zack_zhu @MikeFritzell @firstadopter I got a local phone number to pay with Line. Spent a month there, worth the trouble.

@MikeFritzell @firstadopter And don’t expect any good beef noodle shop accept credit cards 🤣🤣🤣🤣

Pro tip. Get physical cash for Taiwan trips. Already had a Burger King and a red bean dessert place inside a train station deny my U.S. credit card. The red bean one hurt.

Old enough to remember when $zi was a fan favorite on here

@GabGrowth I have a small position in $TIGR, definitely interested. It's getting competitive there, especially if Grab will also enter the space with Stash.

$HOOD With its imminent entry to Singapore, would a review of all the brokerages in Singapore be of interest? It is actually a pretty competitive space here, with ironically the most successful players employing the low/zero-fee commission model pioneered by $HOOD.

@LiorShemesh4 @CarsonTalkMoney 1/ GDP growth in the region is & will be higher than US/Europe. 2/ Emerging Financial Services with higher margins. Uber doesn't have an equivalent. 3/ Large cash position. 4/ Lower AV risk. 5/ Earlier in TAM penetration: 6% of population vs. Uber's 17%. $GRAB

@CarsonTalkMoney $GRAB trades at a P/S premium to $UBER despite lower or similar growth, way lower margins, weaker moat, and a worse economic area? Not a bear case, but why would one buy it over $UBER?

Give me your $GRAB bear case I enjoy when other people challenge one of my highest conviction stocks, so I would love to here your best bear case

@bobspaysubstack The ADR is green today.

My guestimate is $ADYEN will be down tomorrow on pre-announced Q1 FXN net revenue growth of 20%, which is at low-end of an already 'disappointing' 20-22% guide introduced last quarter. Also doing a deal that looks to bolster their agentic commerce capabilities. €750MM for a business expected to generate 'approximately' €60MM in ARR by the 'end of this year' growing 30-40%. Maybe I'm a pessimist (being an investor in payments and fintech has made me that way), but I'm not sure any of this will be reassuring for a market that's already questioning this company's ability to set guidance and deliver a shareholder-friendly capital allocation/return policy. I added to $ADYEN this morning, may look poorly timed by tomorrow.

at what point does the SaaS selloff stop happening? or if you are a software company, do you have to just demolish earnings to keep your premium? this is the 5th time this year that $NOW is taking a meaningful decline but today it’s taking down all of software with it getting exhausting but feels like the new normal for SaaS companies that arent showing explosive growth

@ryan_c_walsh Samsara, Rubrik, Zscaler, Toast

Seller AI confidence scores (are sellers bullish/bearish on AI's impact on the company, 1-5 scale): CRM: 3.9 Gartner: 1.9 ZoomInfo: 3.5 Docusign: 3.5 MongoDB: 4.2 Okta: 4.1 ServiceNow: 3.8 Workday: 3.5 Atlassian: 2.8 Name a well known sales org and I'll share their score... Also: "Unlocking RepVue Alt Data Signals via Claude" - if you're a professional investor and want to understand how to extract alpha with alt data, register here: us02web.zoom.us/webinar/regist…