JerryCap

X · 13 atoms · 2026-06-24 → 2026-06-26 · 信用档先验 cred3

🟦 fact 8 · 🟥 take 5 · stance ▲4/▼1/◆0

覆盖实体 (top 10)

• GPN — 4 atoms
• Constellation Software (CSU) — 2 atoms
• Sabre — 2 atoms
• Amadeus — 2 atoms
• AI capex — 1 atoms
• MSFT — 1 atoms
• Warsh — 1 atoms

话题分布 (top 8)

收购表现 (2) · 高管薪酬 (2) · 薪酬占比 (2) · 有机增长 (1) · 营收下降 (1) · 宏观影响 (1) · 估值倍数 (1) · 估值水平 (1)

样例 atoms

• 2026-06-26 · Warsh · But Warsh said it was deflationary
• 2026-06-24 · Constellation Software (CSU) · In the ~4 years since $CSU acquired Altera, the business has averaged -6.7% organic growth
• 2026-06-24 · Constellation Software (CSU) · with annual revenue dropping 26% to $690 MM TTM
• 2026-06-25 · GPN · People are somewhat satisfied with $GPN = bullish
• 2026-06-24 · Sabre · Sabre’s named executive officer compensation was $33.3M in CY25

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