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@cybr4747
"Why would someone short $dlo in this shape of the business and at this valuation And knowing that XX% of the float is sold short I genuinely don't understand"
X Link @cybr4747 2025-10-12T14:52Z XXX followers, XXX engagements
"I agree $MELI execution has been amazing while $xyz really messed up. But I think $xyz is turning around and this is not priced in. Also I wouldn't call them losers - stocks performance wise yes but the business is a leader in the segments they operate. Anyhow I think both are a good pick at these levels but ultimately I'm now leaning towards buying more $dlo on Monday instead of either of them 😅"
X Link @cybr4747 2025-10-12T08:49Z XXX followers, XXX engagements
"This is really big for $XYZ - Finally connecting the two ecosystems (the two sides of the counter). For this to work in addition to great execution $XYZ needs denser networks as Jack said. If $XYZ succeeds this will be huge. Add the all the Bitcoin initiatives and the upside can be exceptional but is not guaranteed"
X Link @cybr4747 2025-10-09T09:12Z XXX followers, 1713 engagements
"@GabGrowth 💯 although I must say that I find $se just as attractive as $meli here for the mid to long term and I'd add $xyz which is a bargain with great potential. There are also quite a few fintechs that are very cheap here but lower quality"
X Link @cybr4747 2025-10-12T08:57Z XXX followers, XXX engagements
"My heart tells me to buy $meli (not because of Elon 🤣) but my mind tells me to buy $xyz. About the same gross profit (meli XX% higher) about the same net income. Meli growing mid-30s xyz growing mid-teens. That's why meli gets more than 2x the valuation of xyz. BUT next year I expect their growth rates to converge - low 30s for meli and mid-20s for xyz. So xyz can almost double just to get closer to meli's valuation"
X Link @cybr4747 2025-10-11T14:09Z XXX followers, XXX engagements
"Btw $xyz at the same share price as in August 2018. Jack and Amrita really screwed up"
X Link @cybr4747 2025-10-11T14:35Z XXX followers, XXX engagements
"Yeah that's nonsense. Marcos is executive chairman I'm sure he's super involved. But to your original post I like $meli a lot but $se is doing really well in Brazil while $nu and $intr are formidable competitors to Pago. Competition is actually pretty intense in Brazil and Mexico"
X Link @cybr4747 2025-10-07T08:02Z XXX followers, XXX engagements
"$DLO shares short - XXXX% of float"
X Link @cybr4747 2025-10-12T14:48Z XXX followers, XXX engagements
"Elon Musk modus operandi"
X Link @cybr4747 2025-10-15T08:00Z XXX followers, XX engagements
"@davey_juice In the short term $meli may perform better idk but the big picture is clear"
X Link @cybr4747 2025-10-13T07:56Z XXX followers, XXX engagements
"Ariel Szarfsztejn says that Elon Musk inspires him as a business leader. I'm sold. My next investment will be $MELI 😄"
X Link @cybr4747 2025-10-11T09:13Z XXX followers, 2702 engagements
"Ran the financials of $NU and $INTR through Grok - it thinks that all things considered $INTR is 2x undervalued compared to $NU. This is primarily quantitative valuation but Grok threw in some qualitative points as well giving extra points to $NU but considers both as very solid businesses overall"
X Link @cybr4747 2025-10-09T09:19Z XXX followers, XXX engagements
"Added a big chunk of $DLO. Now a material position for me"
X Link @cybr4747 2025-10-13T13:33Z XXX followers, XXX engagements
"I like $meli a lot but. $se has 2x the gmv a lot more dominant in SEA than meli in LatAm SEA growing faster than LatAm competes successfully with meli in Brazil which is XX% of meli's business plus has Garena which is doing great. The only advantage of meli now is that it is a more mature company and has much higher take rate but se will catch up as its dominance in SEA fully allows it to do it. Unless se screws up badly or some black swan event in SEA I don't see how meli can be bigger than se in the mid and long term"
X Link @cybr4747 2025-10-13T07:24Z XXX followers, XXX engagements