NASDAQ
FISV
11 stories
$24B Market cap · 2026-10-09
Hey Drew I know you cover mainly big names which makes sense in terms of reach. I watch your videos even when I know I’m not going to buy the stock because the quality is that good. I think in terms of bigger names with potential value $SLM is very interesting and would be a good set up for you. $KNSL is another that also has a pretty good retail following. $FISV is the biggest size potential value I’ve found. Also a $FICO update with thoughts would be orgasmic
@aurelius28 What do you think they needs to change? I honestly don't think much has changed (apart from valuation) in the case of $FIS and $JKHY (which is too expensive). $FISV seems to have real issues. But despite all the complaints, industry seems to be fine, stickiness high as hell.
@mirror_mystery $FICO $PDD $UBER $KNSL $BN $KSPI $CPRT $CSU.TO at low $2,000s because of anchoring bias. $FISV. I do not own many of these, just where I think there’s value based on research I have done.
Stocks that need activists: $ATGN: Had yrs. to execute turnaround + monetize $FISV & new offerings. No buybacks/insider purchases. $PBSV: Yrs. of no growth + underutilized cash-rich balance sheet. Special divys are a start, but bought back only 4K shares this yr. Any others?
Mkt shitting on $JKHY as investor day outlines more core wins but pretty much more-of-the-sale growth going forward (HSD)... bullish imo, much higher growth would challenge sticky nature (don't like valuation though) $FISV $FIS
$FIS "delivered record first-half core wins across its community and regional banking segment, representing millions of accounts added" $JKHY said the same. $FISV the obvious loser and mngmt turmoil+strategic review (divestments...) probably not helpful to attrition. https://t.co/CZh4hQX9C9
@THESAVAGEJOHNSO It's the biggest shitco in a sector full of shitcos. Can get the same exposure with $GPN + $FIS at about the same price, but they already focused their businesses, grow MSD and in a much better spot. $FISV can't hold on to neither execs nor customers, why bother
$JKHY: "We delivered a record 58 competitive core wins for the year, including 14 institutions with more than $1B in assets, and both fourth-quarter and full-year non-GAAP revenue reached new highs." WONDER WHO THEY WON THOSE FROM $FISV https://t.co/60Z4Tv8OCK
WHEN $FIS $GPN $FISV NO LONGER LEGACY, OVERLEVERED SHITCOS BUT 'POTENTIAL AI BENEFICIARIES' - TODAY! https://t.co/S5ilTTuxXS https://t.co/4DA9DwRteE
Not saying I told you so, but I did tell you this shitco was a better shitco than $FISV (ignore my posts about $FOUR, that's just a temporary 'mark to market'/'ya, so that's just your opinion man, it really ties the portfolio together'
Fiserv trades below 7 times 2026 earnings after a 60% decline, as new management resets guidance and seeks to stabilize its banking…
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