Adyen now reporting revenue growth before loss of major customers: Processed volume was €1,394B, up 21% excluding a single large-volume customer, or 8% YoY including this customer. adyen.com/press-and-medi…

Are there no public insurance brokers with good capital allocation/some killer CEO? The sell-off (soft cycle+AI fears) seems, and it's a nice sector, but to my unknowledgeable eye, they all seem to follow the same strategy of multiple arbitrage/overpaying for acquisitions.

Apax ditching Pinewood Tech deal (auto dealership DMS software) given 'prevailing mkt conditions'. Deal announced on Jan. 29., just before Claude killed software stocks...

Apax bought online classified site Yad2 at 20xEBITDA in Dec. '25. REA was gunning for Rightmove in late '24. Autotrader PLC trading at 12x with no debt and CEO telling customers why they just yanked prices another 5.5%. $auto.l

Ryan Specialty seems to be the most obvious? (in the US) $RYAN

That Amodei guy is sending off Altman and Elon vibes. Apparently he thinks his hallucinating autocomplete bots will topple autocracies around the world. Like WTF. And of course it'll keep going, because they all need to raise.

Perhaps, just maybe, the death of $GPN is exaggerated. Sees 14 USD EPS, up double digit, on a sub 70 USD stock. 7.5B buyback next two years.

$GPN up, oil up, BTC down, what a beautiful day

After a day like today in mkts, I just know I'm about to get mugged

Did the #neversell crew exit the $pool, or are they still drowning? Might need another deep dive to recover all the bodies (or perhaps they're just holding their breath and waiting it out?)

And now they came for the $cprt gang as well. Also haven't seen a 100p deep dive on $fnd and the wonders of scale economics shared lately. #neversell (I'm just asking to get punched in the face ammirite)