@MyGrowthStocks Avatar @MyGrowthStocks Alessandro

Alessandro posts on X about $four, $dlo, $se, $bmbl the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 51% finance 26% cryptocurrencies 21% technology brands 15% automotive brands 10% countries 3% travel destinations 2% celebrities 1%

Social topic influence $four #37, $dlo 11%, $se #45, $bmbl 8%, $tsla 8%, $stne 8%, $meli 8%, $hood #1196, $rbrk 6%, dlo 5%

Top accounts mentioned or mentioned by @sixsigmacapital @daveyjuice @stocksavvyshay @realroseceline @wearycenturion @bjmtweets @apphyd @arnytrezzi @nanalyzetweets @xedjones @firedupwealth @hamids @michaeljburry @gabgrowth @aureliusltd28 @starkenfield @stockmarketnerd @maxthecomrade @hiddensmallcaps @lastevens

Top assets mentioned 4 (FOUR) DLocal Limited (DLO) Sea Limited (SE) Bumble Inc. (BMBL) Tesla, Inc. (TSLA) StoneCo Ltd. Class A Common Shares (STNE) MercadoLibre Inc (MELI) Robinhood Markets, Inc. (HOOD) Rubrik, Inc. (RBRK) PayPal Holdings Inc (PYPL) Lightspeed Commerce Inc. (LSPD) Zscaler Inc (ZS) Hims & Hers Health, Inc. (HIMS) Snowflake Inc. (SNOW) Okta Inc (OKTA) Endava plc American Depositary Shares (DAVA) RAI Finance (SOFI) Global-e Online Ltd. (GLBE) Rivian Automotive, Inc. (RIVN) Palantir Technologies Inc. (PLTR) Roku, Inc. (ROKU) Crowdstrike Holdings Inc (CRWD) CLEANSPARK INC (CLSK) Cipher Mining Inc. Common Stock (CIFR) Shift4 Payments, Inc. (FOUR) Intellia Therapeutics, Inc (NTLA) Uber Technologies, Inc. (UBER) Trade Desk, Inc. (TTD) Pacific Biosciences of California, Inc. (PACB) BlackRock Inc (BLK) PTC Therapeutics, Inc. (PTCT) Pure Storage, Inc. (PSTG)

Top Social Posts

Top posts by engagements in the last [--] hours

"@davey_juice I'm evaluating to sell my smaller position in $GLBE (2%) and concentrate into $SE (8%). All metrix seem better for $SE. What do you think If I'm not wrong you have options for GlobalE"
X Link 2026-01-16T19:27Z [---] followers, [---] engagements

"@SixSigmaCapital @Aureliusltd28 Then I'm happy he has sold $FOUR"
X Link 2026-02-06T21:05Z [---] followers, [---] engagements

"@arny_trezzi $HOOD $SE and $RBRK. Basically I re-entered HOOD after having sold weeks ago. Are you still an HOOD shareholder"
X Link 2026-02-04T18:41Z [---] followers, [---] engagements

"My portfolio right now. Some positions have been held for 4-5 years. Not too much diversified: - few themes. Payments e-commerce & cybersecurity mainly - a big part covering emerging markets (DLO MELI SE GLBE) Trying to pay attention to the valuation when investing"
X Link 2025-12-21T15:28Z [---] followers, [---] engagements

"First [----] move. Added to $SE and closed $PSNL for a 146% gain. $SE now 10% of portfolio. PSNL could still have upside from here and some catalists but it was a small 1% position close to its [--] weeks high. I want to consolidate and add to SE which is 40% off its [--] highs"
X Link 2026-01-20T21:17Z [---] followers, [---] engagements

"I'm worried. No lie. How my stocks will react when reporting Most likely things this market could dislike: - $DLO: volatility in some market take rate decline - $FOUR: anything. not enough buy back too much cash used growth miss - $BMBL: too much paying users decline"
X Link 2026-02-03T21:52Z [---] followers, [---] engagements

"I've done some drastic moves today: - closed my $TSLA position for a 100% gain - added again to $RBRK (now 3.5% of portfolio) and $SE (10% of portfolio) - re-entered $HOOD at $80 with 5.5% position Feel that I could have waited longer for RobinHood"
X Link 2026-02-04T18:07Z [---] followers, [---] engagements

"RobinHood make me unconfortable because it is more a technical short term play betting on a bounce given the oversold condition. Thinking to reallocate at least partially to Rubrik"
X Link 2026-02-05T10:23Z [---] followers, [--] engagements

"$FOUR has repurchased $440M TRA liabilities at 56% discount. Cash payment of $139M. This reduces overall liabilities and increases cash flow. https://investors.shift4.com/news-events/press-releases/detail/291/shift4-payments-inc-now-a-single-share-class-company-removing-super-voting-stock-and-eliminating-tax-receivable-obligations-to-founder https://investors.shift4.com/news-events/press-releases/detail/291/shift4-payments-inc-now-a-single-share-class-company-removing-super-voting-stock-and-eliminating-tax-receivable-obligations-to-founder"
X Link 2026-02-10T07:14Z [---] followers, [---] engagements

"$RIVN Glad I re-entered Rivian just before market close Not a big position. Plan to add more if it does not skyrocket"
X Link 2026-02-12T21:39Z [---] followers, [---] engagements

"@SixSigmaCapital It is in my watchlist but I preferred a starter position in $STNE. It seems too cheap to ignore and the fears for PIX eroding their take rate seems denied by management"
X Link 2024-12-13T22:14Z [---] followers, [---] engagements

"Extreme fear. Added to $MELI and to $STNE today. Trimmed [--] days ago TSLA at $472. StoneCo is trading at PE [---] and at 3.5x expected [----] earnings of 4.3B reais. Risky play due to Brasil financial crisis"
X Link 2024-12-19T22:26Z [---] followers, [---] engagements

"@starkenfield I do not believe they will continue with such a buy back every year until 2027"
X Link 2024-12-20T07:32Z [---] followers, [--] engagements

"@nanalyzetweets You have to be aware of the risks. It's not given that Brasil will collapse even if the scenario is critical. I've started a small position last [--] days in STNE at $8. Its valuation is cheap (PE=6.7 and [---] based on earnings [----] guidance). I know the risks and have stop loss"
X Link 2024-12-20T22:13Z [---] followers, [---] engagements

"@StockMarketNerd $CLPT. Then $FOUR and $TSLA"
X Link 2024-12-24T06:54Z [---] followers, [---] engagements

"@XEdJones @MaxTheComrade My contrarian position is $STNE. Low valuation and suffering for the Brazilian macro"
X Link 2024-12-27T20:55Z [---] followers, [--] engagements

"Dec '24 update: +33% YTD. Not so high performance: - exited $PLTR too early - could have sold BTC miners - portfolio not concentrated enough. Dec moves: - trimmed $TSLA at $472 - added to $MELI - started $STNE around $8 Plans for '25: add to $MELI $DAVA $STNE. Sell miners"
X Link 2025-01-02T10:32Z [---] followers, [---] engagements

"$STEM Schroder Investment Management has closed the position in Stem Inc. Not a good investment"
X Link 2025-01-09T09:08Z [---] followers, [----] engagements

"@FIREDUpWealth Good choice 😉 Italy can be many different things from Dolomites in winter to the sea of Sardinia and the Roman ruins in Sicily. Cities like Florence Venice Rome but also small villages in Tuscany. I'd go to Faroe Island or New Zealand as I love nature. and I'm from Italy"
X Link 2025-01-12T22:23Z [---] followers, [---] engagements

"@FIREDUpWealth I do not expect any real impact apart from much more turists in Rome and the Vatican City. In Turing the holy shroud will be visibile but to a limited number of people. In the rest of Italy you will not notice any real difference I believe"
X Link 2025-01-12T22:35Z [---] followers, [--] engagements

"@hiddensmallcaps Have you looked at $NTLA recently It's only going down. There is an extremely negative sentiment. Was thinking to buy back a small position again"
X Link 2025-01-16T18:23Z [---] followers, [---] engagements

"@LA_stevens_ I'm with you with [--] of them. Great work I'm waiting for your buy rating if ever on OKTA"
X Link 2025-01-23T20:32Z [---] followers, [--] engagements

"Jan '25 update: +14% YTD. No movements in January. Top positions: CLPT FOUR TSLA HOOD SE S MELI HIMS. Tempted to start a position in $UBER which could become the reference platform for robotaxis"
X Link 2025-02-01T11:47Z [---] followers, [--] engagements

"@hamids Do you think there is any chance Trump admin will revoke EV Tax Credits Rivian '25 positive Gross Margin counts also on sale of regulatory credits. The new R2 should have 45% material cost reduction vs R1 (like-for-like basis) so probably won't need regulatory credits sales"
X Link 2025-02-09T18:23Z [---] followers, [--] engagements

"@XEdJones Your diligence is oustanding. You own only the best of each sector. I get much more distracted. For instance I own $S and $ZS instead of $CRWD or $ROKU instead of $TTD"
X Link 2025-03-01T21:25Z [---] followers, [---] engagements

"@StockSavvyShay It must be a stock on big red day. $SNOW"
X Link 2025-03-06T23:12Z [---] followers, [---] engagements

"@jevgenijs Adding Dlocal $DLO should be like that (considering the target maket differences):"
X Link 2025-03-10T13:36Z [---] followers, [---] engagements

"3 months ago it was seen as a risky bet but it was the right time to add to $STNE when the fear of currency devaluation in Brasil and rising inflation was at its peak. 3% position at $8.20. In hindsight I should have sold TSLA instead of only trimming at $472. Extreme fear. Added to $MELI and to $STNE today. Trimmed [--] days ago TSLA at $472. StoneCo is trading at PE [---] and at 3.5x expected [----] earnings of 4.3B reais. Risky play due to Brasil financial crisis. https://t.co/xiRPKNPEDD Extreme fear. Added to $MELI and to $STNE today. Trimmed [--] days ago TSLA at $472. StoneCo is trading at PE 6.7"
X Link 2025-03-18T21:03Z [---] followers, [---] engagements

"Excellent results for $STNE. Still risks in [----] but definitively better then expected. Reiterating expected [----] earnings of 4.3B reais (15 R$ adj EPS / share) or 4x [----] earnings at current valuation"
X Link 2025-03-18T21:29Z [---] followers, [----] engagements

"@SixSigmaCapital It trades at less than 4x [----] earnings at current valuation. And they have reiterated [----] guidance"
X Link 2025-03-18T22:41Z [---] followers, [---] engagements

"Personalis $PSNL huge spike in institutional investors with increased or new positions by quite some institutional investors. It's a very small position of my portfolio"
X Link 2025-03-26T12:53Z [---] followers, [---] engagements

"My portfolio top [--] positions (70% of Total): - $CLPT - $FOUR - $SE - $MELI - $DLO - $HOOD - $TSLA - $S - $ZS - $OKTA Increased MELI DLO and TSLA this months"
X Link 2025-04-01T05:55Z [---] followers, [---] engagements

"@arny_trezzi Nope. Wanted to buy more of $MELI but was up not down"
X Link 2025-04-03T20:15Z [---] followers, [---] engagements

"Time for a bounce"
X Link 2025-04-05T06:34Z [---] followers, [--] engagements

"May '25 update: +11.6% YTD vs QQQ +1.5%. Almost no changes in the last [--] months. Letting my portfolio grow and listening to the ERs. Small changes beginning of April: - closed $PACB - added to $HIMS at $26.5"
X Link 2025-06-01T20:48Z [---] followers, [---] engagements

"Started a position in $BMBL today. I've been following since some month and took advantage of this 20% drop below $6. Almost 4% position. Cannot add anything more to what @hamids has already said about Bumble. Follow him if you're not already doing and subscribe to SavvyTrader"
X Link 2025-08-07T20:09Z [---] followers, [---] engagements

"@weary_centurion Loved your post which resonates with me (in my [--] with a family & [--] kids). I have similar rules to reduce risk but still don't put 10% into a single stock. Only [--] stocks would be too hard for me. Love DLO too but it's only 9%. I need to look at UNH & PYPL. Any suggested read"
X Link 2025-08-07T20:43Z [---] followers, [---] engagements

"@SixSigmaCapital Shareholder with a cost basis of $9.45 (you can verify on SavvyTrader) and have recently trimmed almost 40%. It's the position that makes me nervous. I still like the Company but it's fairly expensive. Who kniws. I'be alreafy sold NVDA PLTR and TMDX way too early"
X Link 2025-08-28T11:13Z [---] followers, [---] engagements

"@weary_centurion Excellent criteria. I would ease nr [--] (dilution) and add as preferred "founder led". I like $FOUR which meets most of these criteria. Less than 10x EBITDA and growing 25% yoy. Founder owns more than 30%. It's nr [--] in my portfolio"
X Link 2025-08-29T09:08Z [---] followers, [---] engagements

"@SixSigmaCapital $PYPL. Maybe also $BMBL (EV/EBITDA 4) and tempted to add to $S after good ER (EV/S [--] vs CRWD25)"
X Link 2025-08-29T23:48Z [---] followers, [---] engagements

"Aehr Test Systems Q2 2023: - 54% Rev. Growth YoY above consensus. 67% for first [--] months - GAAP net income up to $3.7M from $0.7M in Q2 [----] - FCF positive - [----] outlook confirmed ($60-70 M revenues) - [----] EV/S of [---] I'm long $AHER (3% of portfolio) https://www.accesswire.com/734208/Aehr-Reports-54-Revenue-Growth-Year-over-Year-in-Second-Quarter-of-Fiscal-2023-on-Strength-of-Semiconductor-Test-and-Burn-In-Sales-for-Electric-Vehicles"
X Link 2023-01-06T11:44Z [---] followers, [---] engagements

"@StockSavvyShay Nice list I add $CPLT for MedTech (2024 may be the inflection point) $ROKU for AdTech $SE for E-Commerce $S for Cybersecurity $HOOD for Fintech. I own quite some of your list anyway"
X Link 2023-09-15T18:42Z [---] followers, [---] engagements

"Institutional investors comparison Jun-Sep [----] for $CLPT (source: Cnbc). Slow but steady growth. Relevant shareholder changes: - BlackRock Inst. Trust Company: from 1.7% to 5.2% - PTC Therapeutics Inc: from 5.3% to 3.6% - iShares Russell [----] ETF: from 0% to 1.9%"
X Link 2023-09-27T16:26Z [---] followers, [----] engagements

"Big earnings day for me with lot of uncertainties: $SNOW $PSTG $STEM $PSNL"
X Link 2024-02-28T20:38Z [---] followers, [----] engagements

"Done some portfolio clean up: sold low conviction and too small positions. Concentrated in fewer stocks. Added to: - $TSLA but if it will drop to $100 I will double my position - $FOUR PEG1 - $ZS added back after trimming over $200 Sold some biotech stocks. Lost faith"
X Link 2024-04-19T18:32Z [---] followers, [---] engagements

"@StockSavvyShay You should add $STNE and $LSPD"
X Link 2024-07-30T20:10Z [---] followers, [---] engagements

"I look at increasing FCF / share where stock price is not catching up and EV/Sales is at hystorical lows: - $OKTA - $S - $LSPD Lightspeed could be a surprise in the following months even if EPS is still negative. It's a hated stock. Last [--] years chart:"
X Link 2025-01-19T18:17Z [---] followers, [---] engagements

"$LSPD -18% after ER but moving in the right direction: - Revs +17% YoY - ARPU +19% GTV +23% GPV +34% - Adj EBITDA+ for 6th quarter - recent [---] HC cut - buy back up to $400M (20% mkt cap) - founder is back FCF/share increasing while price not catching up. Added to my position"
X Link 2025-02-09T20:54Z [---] followers, [---] engagements

"$PLTR surged because Republican Rep. Marjorie Taylor Greene had purchased $1.000-$15.000 stocks 🤣 Really $1.000 Less then what she probably spend for a Louis Luitton bag"
X Link 2025-02-19T06:52Z [---] followers, [---] engagements

"A lot of good opportunities this days. I've recently added to $DAVA but I may switch tomorrow to $DLO if it opens at -20%. Need to rebalance if I think it's a better opportunity. I'm also hope to see ARKG at $22.5 again where I'd start a position: shares or leaps"
X Link 2025-02-27T22:38Z [---] followers, [---] engagements

"Mar '25 update: -10% YTD vs QQQ -8%. Some portfolio changes mostly on 31st: - closed $DAVA and added to $DLO - trimmed $SOFI - added to $MELI - repurchased some $HIMS sold previously at $70 - repurchased some $TSLA sold previously at $470 - added to $GLBE - added to $CLSK"
X Link 2025-04-01T05:01Z [---] followers, [---] engagements

"$S SentinelOne after more than [--] year the valuation gap with $CRWD has even increased. In reality the valuation of $S has been almost cut in half (EV/Revenues 5.7). $S SentinelOne still huge valuation gap with $CRWD in enpoint security. SentinelOne appreciation could be driven by multiples expansion if next Q results will support. Long $S. https://t.co/7RtovBpT4s $S SentinelOne still huge valuation gap with $CRWD in enpoint security. SentinelOne appreciation could be driven by multiples expansion if next Q results will support. Long $S. https://t.co/7RtovBpT4s"
X Link 2025-08-07T19:47Z [---] followers, [----] engagements

"@SixSigmaCapital Added to $DLO and to $BMBL. Closed a small position in $LSPD. I see much more potential in DLocal than in LightSpeed"
X Link 2025-09-04T16:36Z [---] followers, [---] engagements

"Sep '25 update: +37% YTD Done too many changes: - added a ton to $DLO sub $10. Nr [--] position after $CLPT - added to $BMBL $PYPL $FOUR - closed $HOOD after 12X. I don't want to be too greedy Many mistakes: - sold $SOFI - sold $CIFR $CLSK before the run up Still 5% cash"
X Link 2025-09-29T22:18Z [---] followers, [---] engagements

"@StockSavvyShay @EricFlaningam Not also $STEM as battery software optimization software"
X Link 2025-11-08T14:14Z [---] followers, [---] engagements

"@WOLF_Financial Added to $FOUR $MELI and $SE"
X Link 2025-11-14T15:54Z [---] followers, [---] engagements

"@JM_Investment0 @dorb2sQ Thank you. Same problem I do not see the link from Italy. I will read on Substack"
X Link 2025-11-16T15:06Z [---] followers, [--] engagements

"@ReneSellmann @stonkmetal Also $OKTA I see very few people talking about Okta. I have Okta in my portfolio"
X Link 2025-11-16T19:44Z [---] followers, [---] engagements

"@ftr_investors I would have preferred when the stock was in the $40-50 not now. $1B of buybacks now represents 1.25% shares reduction vs SBC still around $600-700M / year. And I'm talking as a long term shareholder who added at $36 [--] and [--] in 2023-2024"
X Link 2025-11-17T15:19Z [---] followers, [---] engagements

"@realroseceline @bjmtweets @app_hyd DLO has better operating margings for higher growth. So spends less in % to grow revenues faster. FOUR has lower multiples obviously. Both are undervalued imo but DLO is more efficient. DLO is in riskier markets (eg: rates) while FOUR has more competition imo. My #1 and #2"
X Link 2025-11-18T17:23Z [---] followers, [---] engagements

"@bjmtweets @realroseceline @app_hyd Both have risks and they operate in different markets therefore one does not exclude the other. I own both at similar allocation. I own DLO since the Muddy Waters short report and FOUR since it was trading at $45 in 2023"
X Link 2025-11-18T17:39Z [---] followers, [--] engagements

"@bjmtweets @realroseceline @app_hyd The future of economy commerce and demographics is in emerging markets. Being an aggregator of the fragmented emerging markets landscape is hard to replicate. They have [--] of the mag7 as customers. Take rate declines with volumes. It's expected"
X Link 2025-11-18T17:48Z [---] followers, [---] engagements

"@realroseceline @LuisMPGoncalves I cannot listen to Astropay as a bear case anymore. These facts are history"
X Link 2025-11-18T22:11Z [---] followers, [---] engagements

"@SelfMadeMastery $BMBL definitively"
X Link 2025-11-21T20:11Z [---] followers, [---] engagements

"@AdamoMancino ZScaler grows revenues much faster then Okta. I own both but the valuation gap is also justified by lower growth"
X Link 2025-11-26T13:51Z [---] followers, [--] engagements

"@wealthmatica You have implicitly mentioned FOUR in your first sentence. it's a sign you should really have a look at $FOUR"
X Link 2025-12-03T17:11Z [---] followers, [----] engagements

"@weary_centurion @mccdmatthew $FOUR is an attractive alternative with low valuation higher growth FCF positive huge buyback even if high debt and a big acquisition to digest"
X Link 2025-12-04T18:50Z [---] followers, [---] engagements

"@SixSigmaCapital Do you prefer $SE or $MELI I own both but have a larger allocation to MELI"
X Link 2025-12-09T18:51Z [---] followers, [---] engagements

"@CitronResearch I agree with your view but I also remember when you stated in [----] related to $STEM (STPK at that time): - "Below we explain why STPK should power its way to over $100." - "See you at over $100.". Instead $STEM when to $0.5. pre reverse split"
X Link 2025-12-12T15:11Z [---] followers, [---] engagements

"@Massimiliano_ZB @aura_capitve I've seen other take private deals where the price has been squeezed and the final offer has been very low. It depends if the stock can recover on rumors of a possible acquisition. If the stock remains at these levels then it's unlikely an offer over $5-$5.5 imo"
X Link 2025-12-18T08:00Z [---] followers, [--] engagements

"@BillAckman @teslayoda @elonmusk @SpaceX @SECGov @Tesla Nothing is for free"
X Link 2025-12-21T08:23Z [---] followers, [---] engagements

"@davey_juice $FOUR target $1B FCF at the end of [----] with a revenue growth rate projected to be around 30%. $1B buy back on a market cap of $5.9B. Lot of debt due mostly 2032-33"
X Link 2025-12-25T22:53Z [---] followers, [---] engagements

"@davey_juice Understandable. I also don't like the founder is not CEO anymore. Have $DLO as my biggest position"
X Link 2025-12-25T23:11Z [---] followers, [---] engagements

"@BearstoneWriter @michaeljburry But Michael Burry has a different opinion than yours about $FOUR. Your write up on Shift4 was absolutely outstanding and made me think a lot even if I'm not in full agreement. I would like to see also Michael's thesis on FOUR"
X Link 2026-01-01T18:22Z [---] followers, [---] engagements

"@nanalyzetweets It's true but then: - why you sell your subscription if there is little chance your portfolio can beat the market Maybe because it's a business. - you need to put into the equation the pleasure given by studying and investing. Not everybody plays tennis to win the US Open"
X Link 2026-01-03T15:50Z [---] followers, [--] engagements

"@Brian_Stoffel_ @Adriconomics @Adriconomics after this endorsement from Brian your followers will skyrocket"
X Link 2026-01-06T10:15Z [---] followers, [---] engagements

"@OracleNYSE He likes then after less than a month he does not like anymore. Nothing has changed in the meantime from a business / Company standpoint. He probably didn't do his due diligence well enough before buying"
X Link 2026-01-12T21:58Z [---] followers, [----] engagements

"@blondebroker1 @Mr_Derivatives It's like saying you don't learn how to play guitar because you can listen to music on Spotify"
X Link 2026-01-15T09:37Z [---] followers, [--] engagements

"@davey_juice You sold off $SNOW few days / weeks ago. Why back on the watchlist"
X Link 2026-01-15T22:27Z [---] followers, [--] engagements

"@michaeljburry It surprises me you invested in FOUR and then after some due diligence and no material company news you change completely your thesis and sold off. Shouldn't you have done more DD before buying"
X Link 2026-01-16T13:13Z [---] followers, [---] engagements

"@wolfofharcourt What is today it's implied revenue growth at $65 according to you"
X Link 2026-01-22T13:59Z [---] followers, [--] engagements

"@SergeyCYW PE is not a good metric for growth saas. Do with P/GP or P/S. Maybe also P/FCF"
X Link 2026-01-26T14:20Z [---] followers, [---] engagements

"Feb '25 update: +2.5% YTD after a max of +23% YTD. Impressive volatility. Added to $LSPD. Still believe it's a turnaround story. Added to $DLO. Market overreaction. Many mistakes: - trimmed only $HIMS at $70 - purchased and sold $RIVN. Not convinced enough. Still too early imo"
X Link 2025-03-01T21:36Z [---] followers, [---] engagements

"@GabGrowth I see $BRZE as an example of over reaction while I think $ADBE is really at risk of being disrupted"
X Link 2026-01-20T12:54Z [---] followers, [---] engagements

"@GabGrowth I loved it at $65. I will double down if it goes to $50. All this fear of AI isn't justified"
X Link 2026-01-30T14:30Z [---] followers, [---] engagements

"@davey_juice I was thinking the same today. I have trimmed my $TSLA position today and added to $RBRK"
X Link 2026-02-03T21:08Z [---] followers, [---] engagements

"@value_invest12 @3Plantey2 I've seen some youtuber saying medications (eg: GLP1) are cheaper on other sites (eg: Elara) so they subscribe to WW but they purchase medications elsewhere. What's your opinion Selling also GLP1 is part of the thesis"
X Link 2026-02-07T15:03Z [---] followers, [--] engagements

"This is what we where patiently waiting for. $PSNL Medicare reimbursement #1 https://t.co/vpdrpzaU31 $PSNL Medicare reimbursement #1 https://t.co/vpdrpzaU31"
X Link 2025-11-10T16:22Z [---] followers, [---] engagements

"This is an example of why you should look at the valuation and not at the price of a company. $MELI EV/S ratio is at its lowest value of [---]. The price is at the same high of [----] but at that time the EV/S was [--]. The same can be said for P/FCF"
X Link 2025-11-16T09:38Z [---] followers, [---] engagements

"Nov '25 update: +18% YTD Main moves: - deployed all the remaining cash - added a lot to $MELI and $FOUR. Less to $SE - closed $STNE after 100% gain and $STEM (too small) My portfolio looks like: - $DLO & $FOUR 12% each - $MELI & $CLPT 9% each - $TSLA 8% - $PYPL & $SE 7% each"
X Link 2025-12-01T10:01Z [---] followers, [---] engagements

"The stock Is crazy cheap at $3-$4 also for the founder and CEO. When the CEO and Founder of a public company is telling you their stock is at a crazy low are you listening $BMBL https://t.co/GPW0X4tGKN When the CEO and Founder of a public company is telling you their stock is at a crazy low are you listening $BMBL https://t.co/GPW0X4tGKN"
X Link 2025-12-15T22:09Z [---] followers, [---] engagements

"$BMBL Bumble Upgraded To 'B+' As Deleveraging Through Debt Reduction "The companys revolving credit facility and term loan mature in June [----] and January [----] . we expect it will refinance its capital structure . without adding additional debt." https://www.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3493974 https://www.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3493974"
X Link 2025-12-18T10:58Z [---] followers, [---] engagements

"Dec '25 update: +14.5% YTD. Poor results. CAGR since Aug '22: +18% Wins: - sold $HIMS ove $60 - loaded up $DLO below $10 - held $HOOD until it was a 12X - sold $DAVA break even. Mistakes: - under allocating $HOOD. Could've been life changing - selling $SOFI and $CIFR too early"
X Link 2026-01-02T09:19Z [---] followers, [---] engagements

"$FOUR From the 28th annual ICR conference: "The reality is the Global Blue business was growing kind of high teens 20% even without us." David Lauber CEO. So the organic growth of the acquired Global Blue business should be 20% plus the potential upselling"
X Link 2026-01-12T21:52Z [---] followers, [----] engagements

"$RBRK From Q3 [----] ER about how Rubrik helps lowering cyber insurance premiums: "one of the insurance companies which is our customers actually became our reseller to their customer base based on that same thesis." Bipul Sinha Co-founder & CEO. That speaks for itself"
X Link 2026-01-24T18:44Z [---] followers, [---] engagements

"Glad I sold $PYPL over $60 for a small loss weeks ago. My thoughts: - never go all in - never be overconfident of your judgement - prefer founder led companies with real skin in the game - doubt of CEOs who do not invest in the company - turnarounds are difficult & uncertain"
X Link 2026-02-03T14:13Z [---] followers, [---] engagements

"-3.6% today. Only [--] stocks in the green. Doubled my position in $RBRK but still less than 3%"
X Link 2026-02-03T21:05Z [---] followers, [---] engagements

"Today market reaction is humbling. Some accounts are silent today: - accounts who got burned with $PYPL options - all-in $PYPL accounts who got smoked - paid services with top positions in $NVO on the GLP-1 narrative. but [----] lower rev guidance Overconfidence is your enemy"
X Link 2026-02-03T21:41Z [---] followers, [---] engagements

"Rubrik pricing is not "per seat" so even a workforce reduction driven by AI does not have any impact. Also organizations will never build in house cyber security software. it's also a matter of compliance certification insurance. not only capability to write code. $RBRK sell off doesnt make any sense to me and here is why i will be adding more shares next week. The current SaaS fear is largely driven by companies cutting back on "productivity" or "seat-based" software (like Salesforce or Servicenow) because of layoffs and AI-driven https://t.co/q6STwCBjql $RBRK sell off doesnt make any sense"
X Link 2026-02-04T08:56Z [---] followers, [--] engagements

"Current portfolio allocation. Added to some names"
X Link 2026-02-06T10:15Z [---] followers, [--] engagements

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