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@TopiEero
"$SE just found out really rare interview with CEO Forrest Li on Youtube"
X Link @TopiEero 2025-10-15T05:22Z XXX followers, 18K engagements
"Show me the incentives and Ill show you the outcome. - Charlie Munger $EDEN $EDEN.PA from todays presentation. Food for thought"
X Link @TopiEero 2024-12-03T19:09Z XXX followers, XXX engagements
"@GabGrowth I think youd be interested in $KSPI . Similarities with Sea Meli and Inter. Valuation is pretty crazy atm. Im currently building up position"
X Link @TopiEero 2025-09-17T11:00Z XXX followers, XXX engagements
"@MoatWise I dont have opinion on most of these names but $KSPI seems very undervalued at the moment and Im building up a position. Reminds me a little bit $SE at the end of 2023"
X Link @TopiEero 2025-10-12T10:28Z XXX followers, XXX engagements
"Very thoughtfully written post about $INTR . As an owner of $INTR $STNE and $NU I see that all of them can do well as theres plenty of room to grow in LatAm and take market share from incumbent banks. $STNE made some big mistakes but has doing many things right at same time"
X Link @TopiEero 2025-09-19T16:34Z XXX followers, XXX engagements
"Updated YTDs for my emerging market positions (one not included as researching and slowly building up position). $SE $STNE $INTR $NU"
X Link @TopiEero 2025-09-08T08:58Z XXX followers, 1402 engagements
"@GabGrowth Is this the market top 😂 Go for it Gab would be fun to read"
X Link @TopiEero 2025-10-09T16:08Z XXX followers, XX engagements
"@ReturnsJourney Edenred $EDEN and Pluxee $PLX both trade on Paris xchange. Most of their biz in Europe and Lat Am + other parts of the world. They are employee benefit payment providers with quite large moat and cheap valuation due to regulatory concerns for the past years. Float is part of biz"
X Link @TopiEero 2025-08-27T17:49Z XXX followers, XXX engagements
"@emergingmktbull @TinyTitansCap Good points Id add that $INTR has more diversified credit underwriting (home equity p. payroll SMEs etc) and hence more trad bank -like but with digital benefits of low CAC low cost scalability and fast underwriting. Then theres deposit side diversification also. 1/2"
X Link @TopiEero 2025-10-09T04:55Z XXX followers, XX engagements
"Wise words by Gab This specific point guides my investment decisions. I love the Munger philosophy for holding really long term winners with durable growth avenues. Cutting weeds and nourishing flowers. Hence $SE $INTR $BOC $STNE and few others"
X Link @TopiEero 2025-09-22T08:24Z XXX followers, XXX engagements
"@TomSmith839 Yeah $PLX and $EDEN starts to be deep value names and I wouldnt be suprised if some larger activist fund begins to take part"
X Link @TopiEero 2025-09-08T12:20Z XXX followers, XXX engagements