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@OrpheusWisdom
"$MELI Revenue per share and Stock Price indexed to 0" @OrpheusWisdom on X 2025-07-23 11:22:46 UTC XXX followers, XX engagements
"@internpierre Axel Dumas is just a better capital allocator in the industry whereas Arnault is one of the greatest financial engineers in the world. $LVMH still lacks clarity on their overall luxury strategy whereas $RMS.PA is still focusing on artisanal and craftsmanship" @OrpheusWisdom on X 2025-07-10 12:13:54 UTC XXX followers, 1325 engagements
"@zoomyzoomm unfortunately the market applies a discount on LATAM businesses. see $MELI compounding revenues at XX% for XX years Returns on Capital above XX% and rarely trading above X times sales" @OrpheusWisdom on X 2025-07-19 19:16:59 UTC XXX followers, XX engagements
"July 18th Portfolio Update Daily Return: +10.06% +$14360 Core holdings (80%+ of the portfolio) $MELI $PLTR $RMS $OPEN Buys $MELI (bought more now my largest position) Sells none Performance YTD: 65.65%" @OrpheusWisdom on X 2025-07-18 23:28:03 UTC XXX followers, XXX engagements
"July 14th Portfolio Update Withdrew $5k and deleveraged my positions Top X holdings $QQQI $PLTR $RMS Buys $TEM $HIMZ $QLD $ZETA Sells Deleveraged most of the portfolio Performance YTD: 29.63%" @OrpheusWisdom on X 2025-07-14 20:21:35 UTC XXX followers, 1009 engagements
"The first $200k is a bitch $OPEN $MELI $PLTR $BMNR $SBET $RMS.PA" @OrpheusWisdom on X 2025-07-21 15:10:31 UTC XXX followers, XXX engagements
"sold 1/3 of my $OPEN to buy more $MELI after more than tripling my principal in days will ride the remaining 10000 shares for now" @OrpheusWisdom on X 2025-07-22 00:26:31 UTC XXX followers, XXX engagements
"@LEAPTRADER_ thanks Im still trying to understand better the business model of these ETH treasury companies $SBET and $BMNR" @OrpheusWisdom on X 2025-07-20 14:18:41 UTC XXX followers, XX engagements