@TopiEero Avatar @TopiEero Topi E. Mattias Sand

Topi E. Mattias Sand posts on X about $se, $stne, $meli, $grab 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 57% finance 23% technology brands 9% countries 9% cryptocurrencies 6% social networks 5% currencies 1% automotive brands 1%

Social topic influence $se #47, $stne 14%, $meli 13%, $grab 8%, ai 6%, sand 5%, business 5%, $intr 4%, money 4%, sea 4%

Top accounts mentioned or mentioned by @gabgrowth @thezackzhu @capexandchill @ecommerceking @vvvvision @loosha1911 @alexblomblom @drtomslens @valcosecurities @lowalphahighvol @manuinvests @jimbosl75206881 @tintincapital @grok @juanitomexok @mattwat16001736 @returnsjourney @jaycinvesting @mattfrankelusc @joecarlsonshow

Top assets mentioned Sea Limited (SE) StoneCo Ltd. Class A Common Shares (STNE) MercadoLibre Inc (MELI) Grab Holdings Limited Class A Ordinary Shares (GRAB) Interlay (INTR) Boston Omaha Corporation (BOC) Amazon.com, Inc. (AMZN) Alibaba Group (BABA) Coupang, Inc. (CPNG) Kaspi.kz Joint Stock Company (KSPI) Duolingo, Inc. (DUOL) Eden (EDEN) Netflix Inc (NFLX) DisChain (DIS) Warner Bros Discovery, Inc. (WBD) PagSeguro Digital Ltd. (PAGS) Costco Wholesale Corporation (COST) DLocal Limited (DLO) Metadium (META) Alphabet Inc Class A (GOOGL)

Top Social Posts

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

"Yep. Do every $GRAB investor understand severity of possible Indonesian regulatory risk and that $4.5 stock prise equates to $18.4 Billion market cap I recommend to follow @GabGrowth for great analysis on $Grab. (I have no pos and Im nobody.) Everyone is buying $GRAB on my timeline. Whats going on 😅 Everyone is buying $GRAB on my timeline. Whats going on 😅"
X Link 2026-01-16T16:07Z [---] followers, [---] engagements

"@juanito_mexok @valcosecurities Yes. $INTR should be there also [----] P/E [--] and 24-27 EPS CAGR of 40%"
X Link 2026-01-29T06:15Z [---] followers, [---] engagements

"@Loosha1911 Hah dont worry I truly believe $SE will be huge winner longer term. Just weak start of the year for some stocks 💪 Ill probably add should weakness continue"
X Link 2026-02-03T16:05Z [---] followers, [---] engagements

"@e_commerce_king Amazing offer hurry up everyone Theres only limited number shares available $SE"
X Link 2026-02-03T18:44Z [---] followers, [---] engagements

"@MattWat16001736 @e_commerce_king What Ive studied TTS approx 20-30% higher or $0.20 to [----] per parcel. And if I recall it was 50% in house for $SE"
X Link 2026-02-04T12:19Z [---] followers, [---] engagements

"@GabGrowth Yes. Only way to make money on $SE now is to make inverse $SE 3x levered ETF"
X Link 2026-02-04T17:27Z [---] followers, [---] engagements

"Bearish for $SE We are going to $0 @ReturnsJourney Easy Ive been vibe coding a $SE replacement in my basement. Release: imminent. Complexity: childs play for AI. Sea (new) terminal value: $0. @ReturnsJourney Easy Ive been vibe coding a $SE replacement in my basement. Release: imminent. Complexity: childs play for AI. Sea (new) terminal value: $0"
X Link 2026-02-04T17:29Z [---] followers, [---] engagements

"Just added a bit of this fallen $SE monster. Lets see year from now"
X Link 2026-02-04T17:49Z [---] followers, [---] engagements

"Excellent post on reasons for sharp decline of $SE stock. I think its very rational although some alternative data sources might be a bit off not sure. Anyway $SE is trading closer to 17x FCF with long runway for margin improvement and growth. $SE is down -45% over the past few months. The prevailing bear case seems to hinge on two points: 1) Rising fear of TikTok Shop competition and 2) Shopee reinvesting more heavily into logistics capping margins at 0.7% of GMV this year vs. prior expectations of 1.2%. The $SE is down -45% over the past few months. The prevailing bear case seems to hinge"
X Link 2026-02-05T19:23Z [---] followers, [----] engagements

"@e_commerce_king @JayC_Investing @GabGrowth @the_zack_zhu These two definitely. Also @CapexAndChill has comprehensive knowledge of $SE and $MELI competition etc"
X Link 2026-02-06T09:28Z [---] followers, [---] engagements

"@GabGrowth Well AI vibe coding has developed in a day to the point that no one will need $Meli s logistics or payment offers anymore"
X Link 2026-02-06T15:04Z [---] followers, [---] engagements

"@Vvvvision Ive took their TTM FCF $4.13B minus SBC $700M so 3.4B FCF = closer to 17-18 P/FCF atm. Theres also deferred revenue for Garena and loans & custm accounts for Monee also net cash many $Bs. So no FCF is not exactly free but gives rough picture of their cash generation"
X Link 2026-02-06T18:13Z [---] followers, [--] engagements

"@Vvvvision We see it a bit different. Provision is provision not cash flow. They have NPLs of 1.2% one of the industrys best underwriting. I see their owner earnings to be $3-4B atm and growing into the future. $SE is by no means cheap but undervalued imo. But I respect your rationale"
X Link 2026-02-06T19:02Z [---] followers, [---] engagements

"@Vvvvision Like this conversation really. Its true that NI is closer to current earnings power or true economic free available earnings. I think my adjs assumes more continued growth in financing sector and maintaining garena (deff rev). 1/2"
X Link 2026-02-07T05:42Z [---] followers, [--] engagements

"@Vvvvision I see highly probable that $SE will continue its growth in FCF generation via top line growth ads Monee also via margin imprmts via scale. Thats why I think $64B valuation for Co is undervalued and $100B is fair but not safe anymore. Whats your $SE fair value atm"
X Link 2026-02-07T05:48Z [---] followers, [--] engagements

"@Vvvvision Yeah understand. I see $SE valuation more through optimized margins longer term and durability of its businesses in different regions. Competition is definitely testing points for $SE and for now theyve managed it really well. What kind of companies do you invests in Curious"
X Link 2026-02-07T06:33Z [---] followers, [--] engagements

"That is actually really good point from different angle. Also if one inverse is TikTok prominent social media platform 10-20 years from now If not what is the worth of their ecom business Any thoughts @GabGrowth @the_zack_zhu @CapexAndChill @e_commerce_king $SE @GabGrowth I think TikTok Shop is not competitive in the long term. Its users are predominantly women in [---] ages and the items purchased are primarily specific products tailored to their tastes (cosmetics clothing etc.) @GabGrowth I think TikTok Shop is not competitive in the long term. Its users are predominantly women in [---] ages"
X Link 2026-02-07T17:52Z [---] followers, [----] engagements

"@GabGrowth @the_zack_zhu @CapexAndChill @e_commerce_king Yeah thanks for answering It may very well be two horse race between $SE and TT Shop long term in SEA ecom. Or atleast I hope it is if no new formidable competitior get to same scale"
X Link 2026-02-08T06:59Z [---] followers, [---] engagements

"@the_zack_zhu @GabGrowth @CapexAndChill @e_commerce_king Thanks for answering Do you think TikTok Shops average order value will reach similar levels to $SE Shopee in some SEA countries"
X Link 2026-02-08T07:01Z [---] followers, [---] engagements

"$INTR earnings are out. Business keeps executing ROE stands at 15.1% from 14.2% a quarter ago. P/E now [--] and Co growing +20% for the next few years"
X Link 2026-02-11T12:01Z [---] followers, [---] engagements

"Its always actually analyst that miss the EPS not the company. Its their job to analyse the upcoming quarter and get it right which they rarely do. Long term shareholders should not be worried about the guesstimates. $SE"
X Link 2025-11-11T15:47Z [---] followers, [---] engagements

"@GabGrowth Yeah I also think that margin trend concerns some slippery handed investors/institutions combined with the market and needing a little breather before the next climb up. There are probably investors who bought in near $200 and are now stock loss harvesting towards YE"
X Link 2025-11-11T16:01Z [---] followers, [---] engagements

"@MattFrankelUSC I understand your rationale Matthew. However I think that $BOC has definitely made a lot of measurable progress in [--] year period. Consider all their subsidiaries growth and now turning to FCF positive sub by sub. Maybe the real problem was overpaying for stock [--] years ago"
X Link 2025-11-14T16:46Z [---] followers, [---] engagements

"@joecarlsonshow Nice. Just curious why do you think Netflix has huge moat Isnt it more about their execution on advertising and content that enabled them to come so dominant If $NFLX execs were put to lead $DIS or $WBD would that create threat to Netflix"
X Link 2025-11-19T05:53Z [---] followers, [---] engagements

"@bockerbri @always_invest I calculated that GIG would be worth approximately $90-100MM based on this deal. A bit worse ratios lower scale but growing and getting to scale reach profitability. $BOC"
X Link 2025-11-20T10:32Z [---] followers, [--] engagements

"@Brian_Stoffel_ I think the truth will be somewhere in the middle. If it works great $SE will still be rigorous on balancing the right fee structure. If it doesnt theyll make changes"
X Link 2025-11-20T17:45Z [---] followers, [---] engagements

"@e_commerce_king Would you rather take 10k followers or $10B FCF for $SE 😉"
X Link 2025-11-23T12:31Z [---] followers, [--] engagements

"I encourage everyone to follow this fellow should you want to understand logistics side of the e-com especially $SE. Its easy to say why own $SE when you can own $MELI Well why own $MELI if you can own $AMZN etc. Times change bizs rise and thoughtful data matters. $SE Is $MELI logistic cost per parcel at a $3 USD range This number seems wrong to me. If the numbers is [--] USD. Then it's delivery cost is than meaningful higher than $SE whole take rate in Brazil. (Shopee Brazil now is profitable in an EBITDA basis.) I cannot believe the lead on https://t.co/slizB8OV46 Is $MELI logistic cost per"
X Link 2025-11-25T10:19Z [---] followers, [---] engagements

"@CapexAndChill First of all $STNE and $PAGS are not traditional acquirers like Cielo or Rede. $STNE is in itself customer service disruptor and by the way look back its quarters for years it has gained 100s of thousand net new merchants every Q with their good merchant friendly offering"
X Link 2025-11-26T19:02Z [---] followers, [---] engagements

"@CapexAndChill Yeah although theres some risks to their main biz model prepayment financing for credit card receivables for their merchant cllients but they have done ok job trying to expand their offering to more banking like. Certainly Meli has way larger moat and scale"
X Link 2025-11-26T19:36Z [---] followers, [--] engagements

"@GabGrowth Wow thats nice to hear as there could be very huge growing flow of goods cross border and if someone is willing to take piece of the action Im glad its $SE"
X Link 2025-11-27T12:49Z [---] followers, [---] engagements

"@GabGrowth Great I hope $SE passes (mostly) those cost savings to customers even if we lose some short term profits and expands quarter by quarter and country by country its monthly membership program akin to Costco model or Amazon etc"
X Link 2025-11-27T16:09Z [---] followers, [---] engagements

"@CapexAndChill Good analysis makes sense. I believe both will do fine long term and competition will push them to innovate be more efficient and first of all create meaningful value for the whole scheme by growing economy. These are great companies compared to +99% of the public Cos"
X Link 2025-11-28T09:46Z [---] followers, [---] engagements

"@riyadosofian This is the main reason I havent taken position in $GRAB although I understand its strenghts too. Thanks Riyado for sharing your knowledge"
X Link 2025-11-30T12:07Z [---] followers, [---] engagements

"@GabGrowth Yeah and sorry to bother you again. I kinda meant do you see the large customers a problem as they have the best bargaining power and that affects $DLO biz model in the minds of investors as they are not willing to bid up higher multiple for $DLO. 1/2"
X Link 2025-12-03T14:44Z [---] followers, [---] engagements

"@GabGrowth It has been similar for $STNE for years even though their customers are micro small and medium size. Just this year they started to get some credit on their biz model as a inflation shielded toll bridge - payment processor with credit twist"
X Link 2025-12-03T14:47Z [---] followers, [---] engagements

"@valcosecurities Seems total over reaction as these possible law changes wouldnt derail $STNE growth/EPS trajectory. Probably like R$ 50-100mm headwind by [----] should this materialize. But hey cheaper buybacks for the shareholders"
X Link 2025-12-04T10:01Z [---] followers, [---] engagements

"@CapexAndChill Love that point of view Always good to look at the different angle and think about probabilities. I think $SE is really (if not most) compelling at $130 and Im long since $38"
X Link 2025-12-09T07:14Z [---] followers, [---] engagements

"I decided to concentrate even more and add to $SE which was already my largest pos now at 31% of portfolio. Probably very undervalued at $125 a share /75B mcap considering their GMV & loan growth on top of the pricing power and underdeveloped ad offering & margins. SEA ecom"
X Link 2025-12-12T09:20Z [---] followers, [----] engagements

"@LowAlphaHighVol Great Id be surprised if we lose money longer term on $SE"
X Link 2025-12-16T16:44Z [---] followers, [---] engagements

"@LowAlphaHighVol Worst case it drops 99.99% $BABA purchases the bankruptcy estate for pennies China government confiscates it from Alibaba and makes shareholders to send them money to pay down left-over liabilities"
X Link 2025-12-16T20:10Z [---] followers, [--] engagements

"@jeedlexz91716 Superb Im a little cautious towards FC as it hasnt reached much uptake at least for now. Its hard to make similar popularity as with FF but time will tell. Fixing bugs and the others what users are complaining may help to gain some strenght. FF is a beast"
X Link 2025-12-17T08:54Z [---] followers, [--] engagements

"@GabGrowth Someone may have said already and Ive said this before but basically $GRAB losing market share and hence pricing power to $SE food deliveries. $SE can take the margin hit on food delivery as a one ancillary of their biz but $GRAB shareholders probably wont"
X Link 2025-12-17T19:10Z [---] followers, [---] engagements

"These wise words from The Goat brings to mind the one big reason why I like $SE CEO Forrest Li. Hes the one relentless unsettling leader who makes the holding of $SE stock way more peaceful emotionally as he keeps on pushing the business forward. Warren Buffett: I like to study failure actually. We want to see what has caused businesses to go bad. The biggest thing that kills them is complacency. You always want to be on the move. https://t.co/gqtCYkEkmT Warren Buffett: I like to study failure actually. We want to see what has caused businesses to go bad. The biggest thing that kills them is"
X Link 2025-12-19T15:21Z [---] followers, [---] engagements

"@KyleAdamsStocks If you want boring and hated but durable conglomerate with cash flows that are hidden at first sight"
X Link 2025-12-19T18:15Z [---] followers, [----] engagements

"@FrameworkWisely I think $SE too. 32% of porfolio currently holding since $38 a share. Added little at $120-125"
X Link 2025-12-20T09:59Z [---] followers, [----] engagements

"Food for thought. Very nice thinking Zack Did you know that $SE Shopee Brazil is already two-thirds the size of $MELI Brazil and still growing twice as fast - In my opinion using expected [----] numbers is too big of a stretch. We dont even know what will happen in [----]. Most $MELI investors don't see $SE as a threat Did you know that $SE Shopee Brazil is already two-thirds the size of $MELI Brazil and still growing twice as fast - In my opinion using expected [----] numbers is too big of a stretch. We dont even know what will happen in [----]. Most $MELI investors don't see $SE as a threat"
X Link 2025-12-28T17:22Z [---] followers, [---] engagements

"@GabGrowth Yep same here. $SE is way more stabilized as a business venture and as a stock than back in [---] that I see +30% drop on a stock price to be kind off irrational correction that should be seized by longer term investors"
X Link 2025-12-31T05:50Z [---] followers, [---] engagements

"Great thinking down there. I think eCom [---] is far from saturation. TT showed the way for impulse buying $SE is just starting with collabs with YT FB Instagram etc. We could be used to purchasing through CTV in couple of clicks. 1/2 @GabGrowth Good thoughts. A few comments: I'd be curious how you're defining 1.0-4.0 (I know you said it's coming in a future post) - if I had to guess it's: - 1.0: Intent-based / focus on standardized categories - 2.0: Intent-based but a more discovery/gamified experience with focus on @GabGrowth Good thoughts. A few comments: I'd be curious how you're defining"
X Link 2025-12-31T17:32Z [---] followers, [----] engagements

"With [---] (3.0+) we could give AI a task to find proper outfit with certain budjet with [--] days shipping or a bit cheaper with longer time. That could be X ChatGPT or even $META $GOOG that we should be afraid of. I think $SE and $MELI will do ok but no lazy days ahead. 2/2"
X Link 2025-12-31T17:32Z [---] followers, [--] engagements

"@GabGrowth I wish you a happy new year Honestly you have been number [--] best account to follow to get comprehensive and analytical information for $SE $MELI $GRAB etc. May [----] be profitable year for your ventures Dont ever change"
X Link 2026-01-01T12:27Z [---] followers, [---] engagements

"@knightcharo @GabGrowth @the_zack_zhu Loan portfolio grows 70% YoY so ECL jump percentage wise similarly or 76.3%. What we as an investors should fear is if $SE would not grow its ECL expenses and would still grow porfolio size without clear explanation on what happens within the credit models"
X Link 2026-01-01T13:13Z [---] followers, [---] engagements

"@CapexAndChill @ManuInvests Yes. $BRK once owned Ted/Todd position large chunk of $STNE. I took small position at $38 back in [----] when it was in a hyper growth phase. Then built larger position during 21-24 at avg. $12 when it became bargain value. What a rollercoaster. 1/2"
X Link 2026-01-04T09:51Z [---] followers, [---] engagements

"@CapexAndChill @ManuInvests I think people have underestimated $STNE power of keeping and growing merchant base and posing high client satisfaction at same time. 100s of thousands new merchants onboarded almost every quarter net basis. Past mistakes make with credit long solved. Kinda boring toll Co. 2/2"
X Link 2026-01-04T09:56Z [---] followers, [--] engagements

"Good write up $STNE keeps executing year after year buying large chunks of own stock and stock is flat for the past few years. Patient shareholder here since [----]. Coiled spring type situation. 1/ $STNE is an overlooked turnaround in Fintech. The stock is down from [----] highs due to a failed credit program and poor capital allocation. But under a new CEO (2023) the company has made a major pivot. $STNE is setup for a potential multibagger 👇 https://t.co/mE9UnwRJtI 1/ $STNE is an overlooked turnaround in Fintech. The stock is down from [----] highs due to a failed credit program and poor"
X Link 2026-01-04T10:07Z [---] followers, [---] engagements

"@Alexblomblom @Jimbosl75206881 Nice Alex. Exactly the Pix fear narrative has been same for years and what has happened; it has replaced some debit card volumes and a lot of cash volumes (more MDR money flow to ecosystem). However if it starts to eat credit card volumes then $STNE prepayment biz suffers"
X Link 2026-01-04T12:12Z [---] followers, [--] engagements

"@the_zack_zhu Yep totally understand But you are information gatherer machine if someone would establish business in Antarctica you would find all the data in less than two days. 😄😉"
X Link 2026-01-04T14:04Z [---] followers, [---] engagements

"@the_zack_zhu Excellent point. So basically $SE take rate is closer to 17% instead of 13.3% in Meli terms. Its interesting to see in the future can $SE get its real take rate even higher than $MELI when ads etc scales"
X Link 2026-01-05T15:40Z [---] followers, [---] engagements

"@henriquemjr16 @Alexblomblom @Jimbosl75206881 Thanks for sharing good points Credit cards are very sticky way to buy and merchants accept what consumers uses"
X Link 2026-01-05T19:06Z [---] followers, [--] engagements

"It didnt hurt to add to $SE position at $120-$125 range last december during the tax loss harvesting period. Now 35% of my porfolio. Why would add to fifth or sixth best idea when the first one gives opportunity"
X Link 2026-01-06T19:21Z [---] followers, [---] engagements

"Fellow $STNE shareholders are we going to go down today -Pedro Zinner resigning as a CEO well be nominated to Chairman if approved -Lia Matos (always in conference calls) resigning -Mateus Scherer to become CEO from CFO role hes [--] years old but very sharp. Ouch"
X Link 2026-01-07T12:01Z [---] followers, [----] engagements

"Interesting to hear their thoughts on these transitions. Mateus is young sharp and rational and I trust his skills. I truly hope that Pedro will be approved to be Chairman as he represent older more experienced angle and has made many right moves. $STNE"
X Link 2026-01-07T12:10Z [---] followers, [---] engagements

"The good thing with $STNE is it has reached the boring biz phase where it doesnt depend on the right management to create value for shareholders. They charge their toll on every payment transaction and disburse credit to merchants. If merchants are pleased theyll stay. Fellow $STNE shareholders are we going to go down today -Pedro Zinner resigning as a CEO well be nominated to Chairman if approved -Lia Matos (always in conference calls) resigning -Mateus Scherer to become CEO from CFO role hes [--] years old but very sharp. Ouch. Fellow $STNE shareholders are we going to go down today -Pedro"
X Link 2026-01-07T12:21Z [---] followers, [----] engagements

"@Alexblomblom Nothing yet. What Ive noticed from Lias tone during earlier CCs she hasnt sound as excited as she used to be. Maybe the biz is too boring today for her I dunno. Pedro was probably always going to retire at some point from operational activities as Co is doing fine now"
X Link 2026-01-07T13:21Z [---] followers, [--] engagements

"@NetWorthNotes @TheLongApe Curious why do you think $GRAB should be valued at $40B next year Its currently $20B"
X Link 2026-01-09T09:48Z [---] followers, [---] engagements

"@Tintincapital @grok what is $CPNG current net income and FCF margin And what could be their normalised net income and FCF margin longer term Multiples cant be too high if margins hit the roof and revenue growth decelerates with demographics"
X Link 2026-01-13T16:53Z [---] followers, [---] engagements

"@grok @Tintincapital So $40B market cap with $40B annualized revenue and maybe 5% margin longer term thats still P/FCF of [--] not much margin of safety"
X Link 2026-01-13T17:06Z [---] followers, [--] engagements

"@KairosPraxis @TinyTitansCap Taiwan expansion is one your catalysts but you dont follow $SE Anyway Coupang is a great managed Co just differently built compared to $SE $MELI or $KSPI"
X Link 2026-01-15T05:57Z [---] followers, [---] engagements

"@DrTomsLens Im not smart enough (obviously) to understand how AI firms collect their data but isnt it possible that they can harvest Duolingos data piece by piece over internet so that the advantage gets eaten off And train these models with every possible psychology models"
X Link 2026-01-16T16:51Z [---] followers, [--] engagements

"@wolfofharcourt Great rational report Wolf Especially liked: The most common investing mistake is selling winners too early. My issue is the opposite I often hold underperformers for too long"
X Link 2026-01-16T18:35Z [---] followers, [---] engagements

"@chitchatstocks Every stock in my portfolio obviously. $SE and $STNE to start with"
X Link 2026-01-16T19:12Z [---] followers, [---] engagements

"@DrTomsLens Thanks for comprehensive answer sir. When I asked from AI certain demographics typical apps for them age cohorts country etc AI can give pretty accurate model what would be most enticing UI for specific user. That what I fear most if other firms can reach $DUOL in future"
X Link 2026-01-17T16:57Z [---] followers, [--] engagements

"@DrTomsLens Yep understand now. Competitiors would need a lot of time to gather data to reach close to similar levels with Duolingo. Thanks for taking time to answer. I wish you all the best with $DUOL and other investments"
X Link 2026-01-17T17:36Z [---] followers, [--] engagements

"@gw_investing I think AI is good for flipping through new ideas competitiors and general industry related news etc. But if one looks for deep analysis on some company it remainds mostly of general write ups; some errors very bullish views and every Co has some kind of moat and so on"
X Link 2026-01-18T10:28Z [---] followers, [---] engagements

"@the_zack_zhu Yeah $SE is constantly making right moves to speed up logistics side its only matter of time when theyll reach Meli [--] hours is really good nice to hear Zack"
X Link 2026-01-18T17:09Z [---] followers, [---] engagements

"@e_commerce_king Thats the way I think $SE the most underrated advantage is their continuous ability to improve and build better overall process. It was back in [---] when investors argued that $SE doesnt have any moat as they dont build logistics network. Well look at $SE now"
X Link 2026-01-19T10:28Z [---] followers, [---] engagements

"@the_zack_zhu Wow thats interesting symbiosis 🤝"
X Link 2026-01-19T11:42Z [---] followers, [--] engagements

"@GabGrowth Very well written Gab There was also this short report (dont recall name) which seemed to be mostly BS and luring so that couldve played a small role mostly with paper hands"
X Link 2026-01-24T13:47Z [---] followers, [---] engagements

"@the_zack_zhu Mr. Zack Zhu study $KSPI its interesting Kazakhstan 70% market share superapp/ecom and taking excursion to Turkiey through $HEPS majority ownership. Also some other initiatives in Ukraine etc"
X Link 2026-01-04T12:18Z [---] followers, [---] engagements

"Show me the incentives and Ill show you the outcome. - Charlie Munger $EDEN $EDEN.PA from todays presentation. Food for thought"
X Link 2024-12-03T19:09Z [---] followers, [---] engagements

"StoneCo Ltd. $STNE just announced major divestments in its software segment shedding assets that made up 79% of the segments [----] revenue and 71% of its profitability. Big move to streamline ops and focus on core financials growth 🧵"
X Link 2025-07-22T16:33Z [---] followers, [---] engagements

"Knowing investor psychology is your best edge as amateur investor. Using emerging COs as an example: $STNE up 78% YTD (large pos) 🏦 $NU up 16% YTD (smaller pos) 🏦 $INTR up 89% YTD (medium pos) 📦 $MELI up 33% YTD (sadly not long) 📦 $SE up 41% YTD (very large pos) 💈👇 1/10"
X Link 2025-08-09T12:54Z [---] followers, [----] engagements

"What it feels like being fellow Edenred shareholder $Eden $Eden.pa . Stock down today 8.6% on Capital Markets Day. Offering a new meme to my fintwit brethren https://t.co/SkZTSxqUtR Offering a new meme to my fintwit brethren https://t.co/SkZTSxqUtR"
X Link 2025-11-04T18:56Z [---] followers, [---] engagements

"@GabGrowth Great post Gab Ive look at $FOUR for many years but always decided to pass as there were better emerging market opportunities like $STNE or $INTR. That being said Id be little surprised if S4 wouldnt beat the market mid term. Like their acquisition strategy and valuation"
X Link 2025-12-19T14:44Z [---] followers, [---] engagements

"@Loosha1911 $SE is my number [--] position also. Great company. 👌 Yeah totally understand regulation is definitely one big risk with these brazilian fintechs"
X Link 2026-01-07T17:30Z [---] followers, [---] engagements

"RT @the_zack_zhu: Exciting update Momentum Works reports that $SE plans to launch ShopeeFood in the Philippines within the next few weeks"
X Link 2026-01-08T19:33Z [---] followers, [--] engagements

"Is now the time to invest in Iranian stocks What are they"
X Link 2026-01-09T08:00Z [---] followers, [--] engagements

"Huge user base to serve and monetize. $SE $SE got 400M active users $SE got 400M active users"
X Link 2026-01-12T16:06Z [---] followers, [---] engagements

"This would be a severe hit to bottom line should platform commission capped at 10% from 20%: $700MM Indonesia revenue 90% of mob&delvr $300MM+ rev hit - mainly GMV related costs so flows throught bottom line $300M hit to profits - also market share capture oprtny $GRAB $GRAB THIS is why Grab has been trading so poorly. https://t.co/d1UlhOlPpx https://t.co/ibCDSvtY3S $GRAB THIS is why Grab has been trading so poorly. https://t.co/d1UlhOlPpx https://t.co/ibCDSvtY3S"
X Link 2026-01-16T06:31Z [---] followers, [---] engagements

"Pricing power would be also tested on a consumer side as $GRAB and others would hike prices in some form. I wouldnt be surprised should these be net positive longer term but investor horrendous short term"
X Link 2026-01-16T06:41Z [---] followers, [--] engagements

"RT @the_zack_zhu: In eCommerce fast delivery is nice but it's super overrated and over empathize. $SE $BABA $CPNG $MELI $JD $PDD $AMZN -"
X Link 2026-01-16T15:39Z [---] followers, [--] engagements

"$Meli is strong with delivery speed but more expensive. $SE is the most used and cheap but slower logistics. Some interesting takes from JPMs Brazil e-comm. Have pasted some of the relevant charts below as well. TLDR is that $SE and $MELI remain on top and that given different value props BZ e-comm can support multiple winners as penetration grows. Shopee will continue to win on the https://t.co/gAPF2gDmM0 Some interesting takes from JPMs Brazil e-comm. Have pasted some of the relevant charts below as well. TLDR is that $SE and $MELI remain on top and that given different value props BZ"
X Link 2026-01-18T16:54Z [---] followers, [---] engagements

"RT @HaydenCapital: #Southeast Asia Logistics Where there used to be dozens of players now there's just two that matter - Shopee Express"
X Link 2026-01-18T17:00Z [---] followers, [--] engagements

"@the_zack_zhu Very good article Zack Do you see longer term risk that Youtube or Meta would start to use their pricing power/scale against Shopee by taking larger and larger share of revenues from their collaboration"
X Link 2026-01-21T05:57Z [---] followers, [---] engagements

"@e_commerce_king @the_zack_zhu $SE; smaller AOV cheaper packaging less fragile. Also more diversified distribution model via smaller hubs not as fast delivery. $MELI; higher ticket items like electronics costly to package heavier etc. More centralized & large warehouses hence fixed costs faster dlvr"
X Link 2026-01-25T17:10Z [---] followers, [---] engagements

"@the_zack_zhu Its really interesting race between $GRAB and $SE longer term. If economics of this biz are enticing enough its easy to see why $SE wants its fair share of the pie. They can (and do) monetize huge Shopee customer base to gain share. I see $GRAB more risky than most here on X"
X Link 2026-01-28T06:11Z [---] followers, [---] engagements

"@e_commerce_king What I fear most is that ChatGPT and other consumer AIs will start their own ecommerce businesses some day and compete woth $SE and the others. Have to monitor that longer term"
X Link 2026-01-28T18:53Z [---] followers, [---] engagements

"@CapexAndChill $TSLA can create this and disrupt them"
X Link 2026-01-31T07:21Z [---] followers, [--] engagements

"@TonandDK Even though there are some variables in comparison like $MELI long proven payment services essentially you my fellow almost namesake are right. $SE is really undervalued and yes Garena is quite sticky cash generator"
X Link 2026-02-04T14:14Z [---] followers, [---] engagements

"RT @the_zack_zhu: I think $SE low valuation is one of the symptoms of eBays failure in U.S. Most U.S. investors still think Amazon as the"
X Link 2026-02-06T15:52Z [---] followers, [--] engagements

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