@adrewrogers Avatar @adrewrogers Andrew Rogers

Andrew Rogers posts on X about $dlo, dlo, business, $celh 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 49.09% finance 24.55% cryptocurrencies 4.55% technology brands 3.64% countries 2.73% currencies 1.82% automotive brands 0.91%

Social topic influence $dlo 33.64%, dlo 22.73%, business 18.18%, $celh 16.36%, strong 14.55%, $crox 10%, in the 9.09%, growth 9.09%, investment 6.36%, term 6.36%

Top accounts mentioned or mentioned by @realroseceline @carmoanalyse @stepbystep42 @wearycenturion @kcna12 @firecz @wal1streetmd @chesterbirdbath @andersreiche @paperbaginvest @msaporto @rubenslashh @daveyjuice @irnestkaplan @oguzerkan @coltpdx @uboat159 @humantorchl @etc_research

Top assets mentioned DLocal Limited (DLO) Celsius Holdings, Inc. Common Stock (CELH) Crocs, Inc. (CROX) The Root Network (ROOT) PepsiCo, Inc. (PEP) Monster Beverage Corp (MNST) Duolingo, Inc. (DUOL) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Now Coin (NOW) Hims & Hers Health, Inc. (HIMS)

Top Social Posts

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

"Great deep dive on $DLO provides a lot of background information for anyone interested. $DLO - My Deep Dive on Dlocal is now live This is one of my top plays for [----] (and beyond). Dlocal has a stellar management team led by a great CEO. High growth strong balance sheet a very easily scalable business model. A highly asymmetric value play and a bet on the https://t.co/jwLsliJCI7 $DLO - My Deep Dive on Dlocal is now live This is one of my top plays for [----] (and beyond). Dlocal has a stellar management team led by a great CEO. High growth strong balance sheet a very easily scalable business"
X Link 2026-01-06T22:04Z [----] followers, [----] engagements

"I am thinking there are near-term catalysts for $CELH that push the stock higher into the $70+ range particularly Q12026 Q22026. I am transparently looking to exit my $CELH position when I reach long-term capital gains around the middle of this year"
X Link 2026-01-24T19:29Z [----] followers, [---] engagements

"2) $CELH valuation is primarily driven by rapid growth of Alani Nu and solid growth of Celsius brand. I expect this growth to continue near-term but I think at 50% of $MNST the valuation is stretched and upside is much more limited"
X Link 2026-01-24T19:38Z [----] followers, [---] engagements

"I think that Q42025 earnings for $DLO is going to be very interesting for markets to process. Here's why:"
X Link 2026-01-24T20:24Z [----] followers, [----] engagements

"1) Starting in [----] after Pedro Arnt takes over as CEO $DLO announced a significant increase in R&D spend as part of a strategic initiative to increase technology talent sales and product development"
X Link 2026-01-24T20:24Z [----] followers, [----] engagements

"2) This resulted in a significant decline in GP/EBITDA as $DLO doubled engineering headcount and operating expenses for 2024-2025 increased significantly. These headcount increases are hiding the true operating leverage the business model enjoys"
X Link 2026-01-24T20:25Z [----] followers, [----] engagements

"6) Long story short it's hard for me to see $DLO guiding to anything less than 30% Adj. EBITDA growth which is materially higher than current expectations from the market. I don't think that the market is correctly pricing $DLO FY2026 guidance"
X Link 2026-01-24T20:25Z [----] followers, [----] engagements

"The reality is that what Claude Code does is make 10x SWE into 100x SWE and bad SWE into -100x SWE. The genuine concern with the field is what happens to junior roles. Juniors have became far less useful unfortunately and this creates an obvious long term issue. So uh software engineers what uh. Whats the plan To keep getting paid and having insurance I mean. So uh software engineers what uh. Whats the plan To keep getting paid and having insurance I mean"
X Link 2026-02-07T13:28Z [----] followers, [---] engagements

"To be clear I dont know what the solve is for juniors and I am concerned about it. Somehow taste and intuition must be developed without AI and then productivity can increase drastically but only after taste and intuition"
X Link 2026-02-07T13:31Z [----] followers, [---] engagements

"3) During the same time period $DLO also faced significant macroeconomic headwind from currency depreciation across major currencies: Mexican Peso Argentine Peso Brazilian Real etc"
X Link 2026-01-24T20:25Z [----] followers, [---] engagements

"4) However management has indicated that the [----] investment cycle concludes end of [----] and currency depreciation has moved to currency appreciation in 2026"
X Link 2026-01-24T20:25Z [----] followers, [---] engagements

"5) I am expecting a continuation of 50% TPV growth material increase in operating leverage tailwinds from currency appreciation"
X Link 2026-01-24T20:25Z [----] followers, [---] engagements

"Fantastic interview with $DLO CEO Pedro Arnt. https://www.youtube.com/watchv=TVwjquTb1Gc https://www.youtube.com/watchv=TVwjquTb1Gc"
X Link 2026-01-24T23:40Z [----] followers, [----] engagements

"$DUOL seems like a compelling bargain until we analyze the SBC which indicates that 30% of the $77M of Q32025 FCF is actually not in fact FCF. After adjusting the FCF we actually get to a normalized annual run rate of $160M which is 30X FCF"
X Link 2026-02-14T20:04Z [----] followers, [----] engagements

"@carmo_analyse @realroseceline That being said I think over long term take rates will decline in larger markets like Brazil / Mexico however the business grows a lot over that time so net net it is great. Say TPV is up 20X but earnings are only up 10X due to take rate declines we are all happy"
X Link 2025-01-15T02:17Z [----] followers, [--] engagements

"$DLO customer stories "Q: And what was $DLO charging in that same region A: $DLO's were I believe in the range of 3.5% or 4% in Thailand. It was double if I recall correctly." "Q: And even still you guys wouldn't use 2C2P there why👉 https://adrewrog.substack.com/p/dlocal-sharing-customer-anecdotes https://adrewrog.substack.com/p/dlocal-sharing-customer-anecdotes"
X Link 2025-01-16T23:27Z [----] followers, [----] engagements

"100% Waymo is an incredible experience. So excited for the upcoming launch in Austin. I hope $GOOG spins it off because I think its going to be worth a lot. There arent many projects that take some of the smartest people in the world [--] years. Tesla FSD is not remotely close to Waymo right now. Its behind by at least 100x. Yes its getting better but scaling laws cannot do its magic with fixed amount of compute. This is based on using both regularly. Tesla FSD is not remotely close to Waymo right now. Its behind by at least 100x. Yes its getting better but scaling laws cannot do its magic with"
X Link 2025-01-24T00:33Z [----] followers, [---] engagements

"$CROX is actually a really good business. Weird but true prove me wrong"
X Link 2025-01-28T00:26Z [----] followers, [---] engagements

"@carmo_analyse Totally agree I think they aren't the most fashionable and I also own multiple pairs. I wear them before I play at the tennis courts. But anyways it's way too cheap for being a good business"
X Link 2025-01-28T03:37Z [----] followers, [--] engagements

"$CROX HEYDUDE acquisition may not be quite as bad as it looks from my research"
X Link 2025-01-29T04:47Z [----] followers, [---] engagements

"In summary the acquisition was made on favorable terms and despite headwinds it looks like there could be a pretty strong recovery. Deep dive is coming out on $CROX"
X Link 2025-01-29T04:47Z [----] followers, [---] engagements

"$DLO is going to blowout Q4 earnings I think. Lot of purchasing heading into earnings season and I think Q1 is going to be even stronger than Q4. $DLO $20 this year"
X Link 2025-01-29T17:18Z [----] followers, [----] engagements

"My next deep dive is out on my blog Investing with Andrew. $CROX - $CROX is a great business - $CROX is REALLY cheap - $CROX has a nuanced competitive advantage - $CROX is REALLY cheap - $CROX has a strong management team - $CROX is REALLY cheap 👇 https://adrewrog.substack.com/p/crocs-ugly-shoes-great-business-incredible https://adrewrog.substack.com/p/crocs-ugly-shoes-great-business-incredible"
X Link 2025-01-30T21:30Z [----] followers, [----] engagements

"But what about sales and marketing expenses I dare you to find me a prettier revenue chart $NOW 😋 https://t.co/XCPamegQzn I dare you to find me a prettier revenue chart $NOW 😋 https://t.co/XCPamegQzn"
X Link 2025-01-31T04:39Z [----] followers, [----] engagements

"@StepByStep_42 I dont hate them in some cases they can be good metrics. GAAP net income has a lot of unnecessary noise. The thing about Adjusted EBITDA is some management teams manipulate it and create fake earnings"
X Link 2025-01-31T04:44Z [----] followers, [--] engagements

"While everyone is looking for the next AI speculation Im going to buy boring $CROX. Keep it simple. Keep it doable"
X Link 2025-01-31T18:37Z [----] followers, [----] engagements

"@kcna12 @realroseceline This is a great post -- a key insight is that $DLO is focusing exclusively on smaller markets and a lot of the larger players: - Stripe - Adyen - Rapyd don't support the majority of the markets that $DLO does. The biggest direct competitor here is EBANX"
X Link 2025-02-01T05:37Z [----] followers, [---] engagements

"$CROX an important risk to consider is US tariffs. There should be questions here on the Q4 call and I will provide an update on this after the call on my blog. Thanks for the great point @FIRE__cz"
X Link 2025-02-01T13:17Z [----] followers, [---] engagements

"Portfolio update for January I did nothing"
X Link 2025-02-01T18:18Z [----] followers, [---] engagements

"$CROX basically sells foam for $40"
X Link 2025-02-01T18:38Z [----] followers, [----] engagements

"$DLO to report Q4 earnings on February 27"
X Link 2025-02-03T22:34Z [----] followers, [---] engagements

"Found a great interview with Sergio Fogel cofounder of $DLO. Sergio goes pretty deep into $DLO culture and its why I believe this company is great. Culture is extremely underrated and is ultimately the driving force of organizations. https://99tech.alexlazarow.com/p/lessons-from-dlocals-co-founder-sergio https://99tech.alexlazarow.com/p/lessons-from-dlocals-co-founder-sergio"
X Link 2025-02-06T01:07Z [----] followers, [----] engagements

"Even with no growth 17% FCF yield is crazy high. $CROX is looking like a steal here. If some moderate growth returns stock will retake fast. Are we buying a 17% FCF yield on $CROX 😲 Last time it was this high well you can see what happened next. https://t.co/ZleZxxLwcd Are we buying a 17% FCF yield on $CROX 😲 Last time it was this high well you can see what happened next. https://t.co/ZleZxxLwcd"
X Link 2025-02-07T19:45Z [----] followers, [----] engagements

"$HIMS Super Bowl ad very controversial but perhaps a unique moment in history where the US health care industry is publicly challenged for its failure. Hard to know if the controversy is a positive for the brand but it certainly creates reaction from US consumers"
X Link 2025-02-10T04:10Z [----] followers, [---] engagements

"$CROX price keeps falling ahead of earnings I hope it keeps falling. Cheap getting cheaper makes it a better deal"
X Link 2025-02-11T19:29Z [----] followers, [----] engagements

"When $CROX trades at 20% FCF yield with high ROIC it doesn't need to grow at all to deliver returns. $CROX should grow once HEYDUDE inventory normalizes. I think people underestimate the power of buying a good cheap business. Ask Joel Greenblatt"
X Link 2025-02-12T03:13Z [----] followers, [----] engagements

"Love seeing such a cash machine down so much. I'm considering doing a deep-dive on $CELH as I think the brand has strength and love the cash generative business model. More new 52-week lows for this once high-flying energy drink company What does Celsius $CELH need to do to turn this around The stock now trades for UNDER 30x ttm earnings Is the market too pessimistic here 🤔 https://t.co/pbuQzfaoGI More new 52-week lows for this once high-flying energy drink company What does Celsius $CELH need to do to turn this around The stock now trades for UNDER 30x ttm earnings Is the market too"
X Link 2025-02-13T04:03Z [----] followers, [----] engagements

"$CROX is up big today on strong Q4 [----] earnings. Post will be out on earnings later this evening on my Substack"
X Link 2025-02-13T14:41Z [----] followers, [---] engagements

"$CELH markets its energy drinks as healthy but with a little research one finds they are not healthy at all. 200mg of caffeine unsafe levels of green tea extract linked to liver problems. Deceptive marketing"
X Link 2025-02-14T18:06Z [----] followers, [----] engagements

"Correction $CELH is within safe range of caffeine consumption. Compared to other sugary caffeinated beverages it is a healthier option. Sounds more like $CELH is target of negative media campaigns. Thanks for the great thoughts. @wal1street_MD $CELH markets its energy drinks as healthy but with a little research one finds they are not healthy at all. 200mg of caffeine unsafe levels of green tea extract linked to liver problems. Deceptive marketing. $CELH markets its energy drinks as healthy but with a little research one finds they are not healthy at all. 200mg of caffeine unsafe levels of"
X Link 2025-02-14T21:52Z [----] followers, [----] engagements

"The information that investors can find from just openly asking questions on this platform is truly incredible. Such diverse perspectives from all over the world"
X Link 2025-02-14T21:54Z [----] followers, [---] engagements

"Rough math on $CELH - $1.5 billion in FY2024 revenue and a return to historic 20% Adjusted EBITDA margins puts the business at [--] times Adjusted EBITDA. Brand strength is strong despite the distribution challenges. Real question is what happens in the future with PepsiCo"
X Link 2025-02-15T04:26Z [----] followers, [----] engagements

"$CELH normalization with distributors should happen in Q12025. Still not sure if the sell-in and sell-through normalization impacts revenue baseline though"
X Link 2025-02-15T04:46Z [----] followers, [----] engagements

"$CELH PepsiCo was storing [--] days of inventory and moved to [--] days. In a [--] day quarter this one-off optimization results in the 30% observed revenue decline. [--] days of inventory burn to get to [--] day stock. From here the same amount of replenishment is necessary"
X Link 2025-02-15T04:55Z [----] followers, [----] engagements

"$CELH I think the business will more or less return to the normal baseline in Q4"
X Link 2025-02-15T04:56Z [----] followers, [----] engagements

"$20 billion by [----] is my best guess as well. I also even think great performance could surpass this but I have the $20 billion market cap as my bull case. [--]. Outlook & Valuation Why I See Tremendous Upside Over the Next 5+ Years $DLO's upside potential is built on strong secular trends operational leverage and an attractive valuation. While the company has faced margin pressures and short-term challenges I believe the worst [--]. Outlook & Valuation Why I See Tremendous Upside Over the Next 5+ Years $DLO's upside potential is built on strong secular trends operational leverage and an"
X Link 2025-02-17T21:12Z [----] followers, [----] engagements

"My deep dive is out on Celsius $CELH - MASSIVE price decline from $96 to $22 - Highly cash-generative business model - Nascent international business https://adrewrog.substack.com/p/celsius-theres-a-lot-going-on-with https://adrewrog.substack.com/p/celsius-theres-a-lot-going-on-with"
X Link 2025-02-20T04:08Z [----] followers, [----] engagements

"$CELH earnings today expecting a strong recovery from Q3. I think this is already priced in the main question is competition and share trends"
X Link 2025-02-20T13:51Z [----] followers, [----] engagements

"$CELH announces acquisition of Alani Nu their largest competitor. Seems like a great development for the company and adds a completely new dimension to the management team"
X Link 2025-02-20T22:26Z [----] followers, [---] engagements

"I haven't been more excited for an earnings report than I am for Q42024 for $DLO on Thursday this week. I don't make market predictions in the short-term but I will just say that I am very excited to see what FY2025 guidance looks like"
X Link 2025-02-24T00:42Z [----] followers, [---] engagements

"I have been following $DLO since [----]. The confluence of issues has been very unlucky. - Muddy Waters - Argentina - Brazil - Emerging Markets FX headwinds - R&D Investment Underneath all of these temporary headwinds is an exceptional business and management team"
X Link 2025-02-25T23:56Z [----] followers, [----] engagements

"Many investors dont spend enough time considering management quality. For me this one of the most important considerations when making an investment. This focus has served me very well over the years"
X Link 2025-02-26T00:03Z [----] followers, [---] engagements

"$DLO guides to $250 million in Adjusted EBITDA high end or 30% growth YoY. Market reaction puts the business at [--] times Adjusted EBITDA despite growing 30% YoY. Patience"
X Link 2025-02-28T04:32Z [----] followers, [----] engagements

"February portfolio update I did nothing"
X Link 2025-02-28T23:07Z [----] followers, [---] engagements

"Starting to become pretty bullish on $LMND over the long term. Deep dive on $LMND is going to be coming"
X Link 2025-03-01T16:31Z [----] followers, [----] engagements

"@StepByStep_42 @carmo_analyse @realroseceline If you look at it this way you will see that $DLO is actually already more profitable than Adyen. If $DLO changed their accounting to be like Adyen's they would have had 64% Adjusted EBITDA margins in 2024"
X Link 2025-03-02T01:10Z [----] followers, [---] engagements

"@chesterBirdbath @StepByStep_42 @carmo_analyse @realroseceline The bear case is growth is coming at expense of margins and its all a race to the bottom. In reality 50% of DLO TPV is XB w/ FX and the net take rate will remain higher w/ FX spread. V/MA charge 1-2% for international cards so there is a limit to how much take rates fall"
X Link 2025-03-02T15:59Z [----] followers, [---] engagements

"@AndersReiche @PaperBagInvest There is value in having diversity of opinion and perspective on a topic"
X Link 2025-03-02T17:57Z [----] followers, [---] engagements

"Portfolio update opened a new position in $CELH representing 16% of the portfolio. Thesis: 50% market share in sugar free brand strength strong management cash machine low expectations/valuation"
X Link 2025-03-06T14:43Z [----] followers, [----] engagements

"$DLO valuation makes little sense today at $2.3 billion EV and less than 10x EV/EBITDA while guiding for earnings growth of 25% at the midpoint. Honestly it doesn't bother me I am patient and I like that they can keep buying back 4% of the company every year while growing 25%"
X Link 2025-03-07T00:21Z [----] followers, [----] engagements

"Find another company growing earnings at 25% trading for 10x EBITDA that can grow without any capital and continually repurchase shares"
X Link 2025-03-07T00:22Z [----] followers, [---] engagements

"@weary_centurion I dont agree with this at all $PYPL will continue to have take rate pressure because their pricing power is getting eaten by Apple Pay/Google Pay. Margins are structurally in decline"
X Link 2025-03-08T17:52Z [----] followers, [----] engagements

"The real money is made in investing by buying high quality companies that are hated and unloved by everyone due to temporary headwinds"
X Link 2025-03-09T16:30Z [----] followers, [---] engagements

"$DLO forward PE ratio is currently sitting at [--] and is expected to continue growing bottom line at least in the 15-20% range over the next 3-5 years. Even if the multiple stays where it is the performance will still be great without accounting for share repurchases"
X Link 2025-03-12T13:08Z [----] followers, [----] engagements

"Ive decided I am going to stop checking stock prices until once per quarter whenever earnings come out because theres no useful data in daily stock price movements. This is all part of a goal to become a better long-term investor"
X Link 2025-03-13T00:18Z [----] followers, [---] engagements

"The individual investors biggest advantage is that quarterly or even yearly performance is completely irrelevant. Therefore we can look at much longer time horizons and our patience becomes the competitive advantage allowing for higher returns. Patience is everything"
X Link 2025-03-14T13:13Z [----] followers, [---] engagements

"$CELH is primarily affected by macro right now; brand is 45% new to category and is impacted compared to legacy brands with more developed consumers. The brand is extremely strong with GenZ consumers. Monster Energy went through a similar phase in 2008-2010"
X Link 2025-03-17T00:54Z [----] followers, [----] engagements

"Im starting to really internalize that short term stock prices dont matter at all. Take the last [--] weeks of $DLO. The short term stock price is a completely irrelevant data point; the only thing that matters is FCF/share over the long term"
X Link 2025-03-17T23:24Z [----] followers, [----] engagements

"By integrating with dLocals comprehensive network we can significantly lower costs improve transaction speeds and provide a better cross-border payments experience for both senders and recipients. https://www.dlocal.com/press-releases/dlocal-and-belmoney-partner-to-transform-cross-border-remittances-across-key-emerging-markets/utm_campaign=Press&utm_content=327368834&utm_medium=social&utm_source=linkedin&hss_channel=lcp-15156062"
X Link 2025-03-18T16:12Z [----] followers, [---] engagements

"I persistently focus on the same strategy day in and day out which is just buying really high quality businesses at fair prices. Then literally nothing"
X Link 2025-03-21T23:12Z [----] followers, [---] engagements

"I think that markets have become hyper efficient short-term and consequently less efficient long-term. The majority of the crowd is involved trying to predict what will happen in [--] months and this can create huge opportunities over [--] years"
X Link 2025-03-23T16:45Z [----] followers, [---] engagements

"I thought I had written everything I had to say about $DLO but I have more to thoughts to share on why I hold this business over the long-term: https://adrewrog.substack.com/p/dlocal-diving-deep-on-long-term-economics https://adrewrog.substack.com/p/dlocal-diving-deep-on-long-term-economics"
X Link 2025-03-24T01:37Z [----] followers, [----] engagements

"@msaporto $DLO is not a fraud the earnings will drive the returns long term short term who knows"
X Link 2025-03-27T00:13Z [----] followers, [---] engagements

"$GCT GigaCloud Technologies might be one of the cheapest assets I have ever seen; $130 million operating income on a $569 million market cap. 17.3% ROCE more than 60% revenue growth YoY"
X Link 2025-04-02T01:36Z [----] followers, [----] engagements

"Looking like currency trends are very favorable for $DLO"
X Link 2025-04-03T18:21Z [----] followers, [----] engagements

"$UBER is the business I have been deep diving; the investment thesis is very simple. Solid bookings growth leads to operational leverage which yields significant FCF per share growth. If we assume current multiple holds at 20x FCF it is easy to see a 25% CAGR over [--] years"
X Link 2025-04-06T19:00Z [----] followers, [----] engagements

"@Rubenslashh Largest position strongly agree with you. Take rate concerns significantly overblown growth in FCF is the only relevant metric"
X Link 2025-05-10T00:53Z [----] followers, [---] engagements

"Excited for $DLO earnings tomorrow"
X Link 2025-05-14T00:37Z [----] followers, [---] engagements

"$DLO results are strong will post my thoughts soon"
X Link 2025-05-14T22:34Z [----] followers, [----] engagements

"Here are my thoughts on $DLO earnings for Q12025 FY2025 is looking like a strong year and FY2026 might be when we see the true operational leverage behind the business model. https://adrewrog.substack.com/p/dlocal-q1-2025-earnings-review https://adrewrog.substack.com/p/dlocal-q1-2025-earnings-review"
X Link 2025-05-16T02:34Z [----] followers, [----] engagements

"@realroseceline Hard to find a company growing like $DLO. Very hard to find a company growing like $DLO that can pay all the cash generated to shareholders"
X Link 2025-05-16T02:38Z [----] followers, [---] engagements

"@realroseceline "As TPV rises per-transaction processing costs continue to fall especially in fragmented high-volume frontier markets." In my opinion the most important thing and drives the long term competitive advantage / investment thesis. $DLO can take this margin or give to customers"
X Link 2025-05-23T01:29Z [----] followers, [---] engagements

"I wanted to ask a question to X. I am deeply embedded in advanced AI work at Big Tech and I wanted to share my perspective on building these systems generally for technical and non-technical audiences in a second blog Building with Andrew. Interesting Bad idea Let me know"
X Link 2025-05-24T16:14Z [----] followers, [----] engagements

"@realroseceline Why not buy $DLO now and wait [--] years and collect the dividends"
X Link 2025-05-25T21:51Z [----] followers, [---] engagements

"Strong move by $DLO adding an independent board member. This should help to create a perception of trust and commitment to corporate governance"
X Link 2025-06-24T11:59Z [----] followers, [----] engagements

"The longer I play this investment game the more I learn to value the importance of patience. Patience is perhaps boring to most but for me my edge is in having longer time horizon bets riding persistent macroeconomic tailwinds"
X Link 2025-06-24T12:17Z [----] followers, [----] engagements

"Seems like the retail sentiment has changed pretty significantly on $DLO not sure if this is a good thing or a bad thing"
X Link 2025-06-28T12:53Z [----] followers, [----] engagements

"@realroseceline @carmo_analyse @davey_juice @IrnestKaplan @weary_centurion @oguzerkan Watched this interview this morning. Interested to hear Pedros commentary on the rationale behind the move but my takeaway is primarily locking down Africa"
X Link 2025-06-28T18:53Z [----] followers, [---] engagements

"My original $DLO thesis is simple comprehensive and accurate. I would recommend any new investors considering $DLO to give it a read. https://open.substack.com/pub/adrewrog/p/dlocal-an-asymmetric-opportunityr=1lxsfa&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/adrewrog/p/dlocal-an-asymmetric-opportunityr=1lxsfa&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-06-28T19:08Z [----] followers, 11K engagements

"As investors it is very important to maintain an open mindset. In my initial deep dive into $CELH I saw significant competition from Alani Nu and had skepticism about the growth. Post-acquisition I revisited these assumptions and promptly bought $CELH. $CELH is+68% YTD"
X Link 2025-06-29T18:00Z [----] followers, [----] engagements

"June portfolio update I did nothing"
X Link 2025-07-02T23:36Z [----] followers, [---] engagements

"Not sure how many investors consistently follow currency trends but $USD depreciation will be a significant tailwind for $DLO if currency trends continue in the second half of the year"
X Link 2025-07-26T19:34Z [----] followers, [----] engagements

"July portfolio update - I did nothing"
X Link 2025-08-08T02:41Z [----] followers, [---] engagements

"Looking forward to $DLO earnings next Wednesday I will take some time to write up my thoughts after the earnings call. I am expecting strong results given Q2 currency trends"
X Link 2025-08-10T00:40Z [----] followers, [----] engagements

"$CELH has far exceeded my expectations. $200 million in AEBITDA this quarter with organic growth at 40%. If we annualize these numbers we could easily see the company coming into [----] at $1 billion AEBITDA run rate. Long way to go"
X Link 2025-08-10T21:06Z [----] followers, [---] engagements

"$DLO earnings are out Very strong results I will be posting my thoughts this evening"
X Link 2025-08-13T22:08Z [----] followers, [---] engagements

"Here are my thoughts on $DLO earnings for Q22025 FY2025 is looking like a strong year and the product roadmap is very exciting. https://adrewrog.substack.com/p/dlocal-q2-2025-earnings-review https://adrewrog.substack.com/p/dlocal-q2-2025-earnings-review"
X Link 2025-08-13T23:13Z [----] followers, 11.5K engagements

"$DLO blew out earnings yesterday. I outlined the fundamentals behind this in my original $DLO thesis. I would recommend any new investors considering $DLO to give it a read. http://open.substack.com/pub/adrewrog/p http://open.substack.com/pub/adrewrog/p"
X Link 2025-08-14T10:21Z [----] followers, [----] engagements

"What is amazing to me about investing is how things happen slowly and then all at once. Its a very interesting juxtaposition of slow pace and rapid change"
X Link 2025-08-15T16:47Z [----] followers, [---] engagements

"Investors should study power law distributions; the modern businesses of today follow power law distributions. The trick is to find a business early in its stage of compounding that will have self-reinforcing growth leading to outlier outcomes"
X Link 2025-08-16T02:23Z [----] followers, [---] engagements

"@realroseceline Just taking a second to think about this its kind of crazy. 60% earnings growth in an investment cycle with zero capital investment"
X Link 2025-08-19T00:38Z [----] followers, [---] engagements

"@realroseceline Thinking about buying more $DLO"
X Link 2025-08-20T03:57Z [----] followers, [---] engagements

"$CELH I am wondering what the upside could actually be if Fieldly and team are able to continue their track record. There is a large opportunity to build beverage brands because consumers are shifting to health focus and legacy brands have negative brand equity"
X Link 2025-08-25T12:43Z [----] followers, [----] engagements

"$ROOT seems extremely interesting to me digging in much deeper"
X Link 2025-08-30T00:37Z [----] followers, [----] engagements

"$ROOT CEO on Q42024 earnings call responding to questions on quarterly profitability: We dont manage the company based on short term quarterly profitability but rather the lifetime value of the customers we are acquiring Music to my ears"
X Link 2025-08-30T12:36Z [----] followers, [----] engagements

"$CELH was so incredibly cheap at the beginning of this year it was valued at only 6X my estimate of [----] AEBITDA. Of course I could not see the stellar performance of Alani Nu coming or the PepsiCo captaincy. What I did see was a high growth & ROIC business at a cheap price"
X Link 2025-08-30T14:51Z [----] followers, [---] engagements

"$ROOT has the best loss ratios (e.g gross margins) in the car insurance industry but charges the lowest prices. Just some food for thought as I have been studying the business"
X Link 2025-09-01T01:16Z [----] followers, [----] engagements

"$ROOT is a pass for me found some things in the proxy statement that I was not a big fan of and I am moving on at this point. I think there is some value here and it's likely to do well in the near term but it's not for me"
X Link 2025-09-01T20:49Z [----] followers, [----] engagements

"$FOUR is a $7.6 billion market cap that is looking at producing $1 billion in FCF in [----] growing top line 30% with operating leverage. Great leadership and strong culture differentiated product strategy high ROIC business. Seems like a no-brainer"
X Link 2025-09-20T13:15Z [----] followers, 45.8K engagements

"Portfolio review is out for [----] on my SS. My [----] portfolio returns were 34.66% driven by Celsius Holdings 77.2% portfolio gain"
X Link 2026-01-02T22:47Z [----] followers, [----] engagements

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