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@CapexAndChill Avatar @CapexAndChill CapexAndChill

CapexAndChill posts on X about $meli, $se, fintech, shopee the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social category influence stocks XXXXX% finance XXXXX% technology brands XXX% countries XXXX%

Social topic influence $meli #44, $se #12, fintech #540, shopee #147, $meta #602, meta 4.31%, brazil #1870, ads #1221, has been 2.59%, longterm #1057

Top accounts mentioned or mentioned by @qualityinvest5 @ruchernchong @buccocapital @thezackzhu @daveyjuice @gabgrowth @harryhh1993 @douchebag168 @pronkdaniel @mplycap @bruss008 @cashflowfarming @joecarlsonshow @tsohinvesting @fredabyss @askfinvest @dcurras1 @andrescardenal @ubers @investingbymatt

Top assets mentioned MercadoLibre Inc (MELI) Sea Limited (SE) Metadium (META) Alphabet Inc Class A (GOOGL) Uber Technologies, Inc. (UBER) Amazon.com, Inc. (AMZN) Coupang, Inc. (CPNG) Fiserv, Inc. (FI)

Top Social Posts #

Top posts by engagements in the last XX hours

"I love $meli but decided to compare it to $se to see if I was missing out. Tldr: Im happy with $meli especially at current valuations"
X Link @CapexAndChill 2025-10-22T23:51Z XXX followers, 5055 engagements

"$meli management has consistently executed. They are long-term customer focused on the LatAm market. $se management does not seem to have the track record (yet). Their capital allocation is more reactive. Its shown in their retreat in 2022 when they unsustainably expanded"
X Link @CapexAndChill 2025-10-23T00:03Z XXX followers, XXX engagements

"$meli has a more durable model. Market appears to be overly derisking it because of short term margin pressure competition and geopolitical landscape $se had an impressive turnaround but still reliant on getting funded by the gaming segment and may be overstating low NPLs"
X Link @CapexAndChill 2025-10-23T00:07Z XXX followers, XXX engagements

"$meli $se I would be interested in $se at a lower valuation but right now Id say $meli is still one of the best deals in the market"
X Link @CapexAndChill 2025-10-23T00:09Z XXX followers, XXX engagements

"$MELI earnings are dropping next week 🍿 Q2 was business as usual: massive growth but margins were squeezed a bit from continual investments What to watch for in Q3 below 🧵👇"
X Link @CapexAndChill 2025-10-23T23:05Z XXX followers, XXX engagements

"3. Fintech is on fire 🔥 The fintech arm is growing like crazy because of the credit portfolio. Credit cards were the star of the show and became hit NIMAL breakeven in brazil. Lets see if they could sustain this"
X Link @CapexAndChill 2025-10-23T23:13Z XXX followers, XX engagements

"4. Credit quality 🧐 The credit risk is my biggest concern for $meli. NIMAL was stable in Q2 and early delinquencies improved. We have to monitor the NPL ratio XX days closely. Hopefully the quality remains stable as they scale so quickly"
X Link @CapexAndChill 2025-10-23T23:15Z XXX followers, XXX engagements

"Ok second day of looking further into $se. Hopefully this post is less hated than yesterday 🤣 A dominant ecommerce player in south east asia with a high growth fintech arm similar to $meli. Also penetrating LatAm pretty well"
X Link @CapexAndChill 2025-10-24T00:09Z XXX followers, XXX engagements

"7/ Latest growth driver for $se SeaMoney has been their newest growth driver. They serve the underbanked of SEA and the consumer and SME loan port is accelerating XX% yoy. That is huge although likely the riskiest segment to look out for"
X Link @CapexAndChill 2025-10-24T00:19Z XXX followers, XXX engagements

"8/ $se divergent fintech segment from $meli Mercado pago evolved into a dominant diversified digital wallet with massive off platform adoption. SeaMoney has been more focused on leveraging the existing shopee ecosystem to offer credit. Different strategies both working"
X Link @CapexAndChill 2025-10-24T00:22Z XXX followers, XXX engagements

"$se presents an interesting opportunity. And it is maturing into a similar biz to $meli. As I am still in the early research phase I am still not convinced the biz is setup as well for the long term as $meli. And it appears a bit more optically expensive"
X Link @CapexAndChill 2025-10-24T00:26Z XXX followers, XXX engagements

"3/ Garena 🎮 This segment continues to be strong. Its a cash generator. They had a successful naruto collab in q1 that helped. Its role is the engine room. It funds $se in its other big bets"
X Link @CapexAndChill 2025-10-27T23:33Z XXX followers, XXX engagements

"5/ LatAm move is the big strategic question. Its a big market but $se faces formidable entrenched competition in $meli Its critical to keep an eye on $se path to profitability here"
X Link @CapexAndChill 2025-10-27T23:36Z XXX followers, XXX engagements

"6/ Monee 💳 The $se fintech arm is arguably the most exciting long term story with two opportunities X. High volume payments ecosystem in ShopeePay X. The high-margin digital banking in SeaBank"
X Link @CapexAndChill 2025-10-27T23:38Z XXX followers, XXX engagements

"8/ Its looking bright too for $se in banking They secured a new high-barrier-to-entry digital banking license in Singapore the Philippines and Indonesia (their biggest markets). This regulatory moat is allowing them to turn payments users into stickier high margin customers"
X Link @CapexAndChill 2025-10-27T23:45Z XXX followers, XXX engagements

"So where does this leave us. We have to keep an eye out on how management navigates capital allocation. They are susceptible at the moment to economic risks but a bright future could be ahead for $se"
X Link @CapexAndChill 2025-10-27T23:47Z XXX followers, XXX engagements

"@AskFinvest Great company. Would like to get in a little cheaper though. $MELI is a bit more mature has incredible management that is fully aligned with many LatAm tailwinds ahead of it. $SE is following a similar trajectory though"
X Link @CapexAndChill 2025-10-28T15:57Z XXX followers, XXX engagements

"2/ Operational pivot part X $SE transitioned from growth at all cost to profitability for Shopee. This was achieved by management hiking the take rate almost double from X% to XX% in 2022"
X Link @CapexAndChill 2025-10-28T20:29Z XXX followers, XXX engagements

"3/ One of the most crucial metrics: the take rate $SE is currently highly reliant on the take rate. The model is so sensitive that in 2024 a X% change on take rate of GMV would have impacted high margin revenue by $1.12B. As time goes one $SE should become a less sensitive"
X Link @CapexAndChill 2025-10-28T20:29Z XXX followers, XXX engagements

"4/ SeaMoney has insane unit economics $SE is setup in a way where the customer acquisition for SeaMoney is largely driven from Shopee. This leads to incredibly low costs of acquiring customers and even lower payback periods"
X Link @CapexAndChill 2025-10-28T20:29Z XXX followers, XXX engagements

"3/ A lot happened in brazil this quarter In June $MELI made a strategic move to lower the free shipping threshold by XX% This move looks to have eaten marketshare from ecom competition and retailers"
X Link @CapexAndChill 2025-10-29T23:54Z XXX followers, XXX engagements

"7/ The fintech growth engine: credit - the credit portfolio up a massive XX% YoY to $11B - theyre growing this fast without sacrificing quality as 15-90 day NPL remained stable at XXX% - The $MELI credit card is now the #1 choice for installment purchases in their marketplace"
X Link @CapexAndChill 2025-10-29T23:55Z XXX followers, XXX engagements

"@dcurras1 Thank you sir long $MELI"
X Link @CapexAndChill 2025-10-30T00:30Z XXX followers, XXX engagements

"@ruchernchong Im down. One day we will add $meli 🤣"
X Link @CapexAndChill 2025-10-30T04:58Z XXX followers, XXX engagements

"@andrescardenal If youre trading $meli off of eps right now then youre doing it wrong imo 🤣 This company absolute cinema to watch"
X Link @CapexAndChill 2025-10-30T05:09Z XXX followers, XXX engagements

"Interesting development for $uber The one company that may actually benefit a ton from brand awareness and onboarding new customers by owning the naming rights to an arena"
X Link @CapexAndChill 2025-10-30T12:47Z XXX followers, XXX engagements

"Couldnt agree more $MELI executing perfectly"
X Link @CapexAndChill 2025-10-30T14:52Z XXX followers, XXX engagements

"@InvestingByMatt Long $MELI looking like one of the best flywheels I have ever seen"
X Link @CapexAndChill 2025-10-30T15:34Z XXX followers, XX engagements

"@QualityInvest5 Damn $goog sentiment really changed huh"
X Link @CapexAndChill 2025-10-30T21:21Z XXX followers, XXX engagements

"@QualityInvest5 I still went with $amzn but I had a really hard time picking. The whole TPU/ cloud backlogs for $goog almost got me. But yeah XX% $amzn 3-6 months ago"
X Link @CapexAndChill 2025-10-30T21:27Z XXX followers, XX engagements

"Decided to open a new starter position in $META today after the earnings reaction. The market is hyper-focused on 2026 spending now but the current biz is an absolute FORTRESS 🏰 My key takeaways from q3 2025 results 🧵👇"
X Link @CapexAndChill 2025-10-30T23:12Z XXX followers, XXX engagements

"5/ The bad: This is what spooked the market: management aggressively front-loading spending for super intelligence - 2026 OpEx will grow 22-224% - 2026 CapEx will grow notably larger 👀 So margins are taking a back seat here 🤣"
X Link @CapexAndChill 2025-10-30T23:12Z XXX followers, XX engagements

"@buccocapital There shouldnt be any courage needed to buy $meta in the 500s"
X Link @CapexAndChill 2025-10-31T04:55Z XXX followers, XXX engagements

"1/ Looked into the TAM for $SE TLDR: the frowth story is real but its far more nuanced than a single simple narrative. It is a complex 3-part company and each own massive opportunity that is accompanied by a unique set of challenges 🧵👇"
X Link @CapexAndChill 2025-10-27T23:28Z XXX followers, 1146 engagements

"@QualityInvest5 The plug and play model framework is key"
X Link @CapexAndChill 2025-10-29T17:15Z XXX followers, XXX engagements

"2/ Headline numbers show massive scale and ACCELERATING growth: - 📈 Net rev: $7.4B (+39% YoY) ✅ - 📦 GMV from commerce: $16.5B (+28% YoY) ✅ - 💳 TPV from fintech: $71.2B (+41% YoY) ✅ - Net income: $421M (we will get to margin compression later) 🧐"
X Link @CapexAndChill 2025-10-29T23:54Z XXX followers, XXX engagements

"6/ Other potential risks for $META - Reality labs is still a money pit ➡ $4.4B loss this quarter alone - Regulatory risk could be looming as warned by management about europe revenue even being impacted as soon as this coming quarter"
X Link @CapexAndChill 2025-10-30T23:12Z XXX followers, XX engagements

"2/ One key to understanding $SE isnt just the size of markets which are big but how its strategically navigates each business segment: Garena 🎮 Shopee 🛒 and Monee 💵"
X Link @CapexAndChill 2025-10-27T23:31Z XXX followers, XXX engagements

"Shopee 🛒 This has two storylines for $se X. A dominant market leader in SEA X. An ambitious investment to expand into LatAm"
X Link @CapexAndChill 2025-10-27T23:34Z XXX followers, XXX engagements

"7/ The real moat for $se Digital banking looks like the most promising market for $se It leverages shopee platform for little customer acquisition costs to target XX% of SEA who are unbanked or underbanked"
X Link @CapexAndChill 2025-10-27T23:39Z XXX followers, XXX engagements

"@davey_juice @buccocapital A whole quarter for $se My conviction is not there yet. Im hoping we can get closer to X ev/s"
X Link @CapexAndChill 2025-10-28T00:44Z XXX followers, XXX engagements

"@davey_juice @buccocapital True but $cpng priced at XXXX ev/sales. I do think $se warrants a multiple close to $meli but $meli is so battle tested incredible management firing on all possible cylinders. Its hard to give it the same multiple as $meli to less stable SEA counterpart"
X Link @CapexAndChill 2025-10-28T01:47Z XXX followers, XXX engagements

"@QualityInvest5 In current market conditions Id prob do a stock/bonds split 70/30. Then if market tanks at any point just switch over the bonds to be a XXX% stocks"
X Link @CapexAndChill 2025-10-28T17:10Z XXX followers, XXX engagements

"Here is a thread deconstructing the business model unit economic and operational leverage of $SE 🧵👇"
X Link @CapexAndChill 2025-10-28T20:29Z XXX followers, XXX engagements

"1/ Operational pivot part X $SE has managed to execute two big pivots. Pivot 1: In 2020 Garena made up almost half the revenues but at the end of 2024 Shopee has become a majority of the revenue (much lower margin to be clear)"
X Link @CapexAndChill 2025-10-28T20:29Z XXX followers, XXX engagements

"5/ SeaMoney is highly profitable that in 2024 $SE management hit the gas SeaMoney increased its spend by triple digits to acquire more users"
X Link @CapexAndChill 2025-10-28T20:29Z XXX followers, XXX engagements

"6/ Shopee on the other hand has pretty ugly unit economics if you just look at the buyer. Its a lot more expensive to acquire buyers but this because the buyer is a loss-leader. This feeds the 2-sided marketplace More buyers ➡ More sellers ➡ high margin ads and logistic VAS"
X Link @CapexAndChill 2025-10-28T20:29Z XXX followers, XX engagements

"7/ $SE is not a capital light platform It has a higher capital intensity ratio than $MELI by XX% in 2024. This is calculated by Assets/Sales. Why is this the case It is driven by expanding its logistics (SPX express) and growing loan books"
X Link @CapexAndChill 2025-10-28T20:29Z XXX followers, XXX engagements

"8/ Although this capital intensity looks unattractive it also functions as a powerful barrier to entry for $SE"
X Link @CapexAndChill 2025-10-28T20:29Z XXX followers, XXX engagements

"9/ The balancing act for $SE They achieved profitability by locking in a large fixed cost base and are growing sales over it. Their degree of operational leverage in 2024 was almost X (change in operating income over sales). Which is quite high"
X Link @CapexAndChill 2025-10-28T20:29Z XXX followers, XXX engagements

"10/ Why should there be concern for $SE The high degree of operational leverage amplifies the GOOD and the BAD. In 2024 XX% revenue growth resulted in almost XXX% operating profit growth. The bad: if the revenue were decline it would work in the reverse direction 😬"
X Link @CapexAndChill 2025-10-28T20:29Z XXX followers, XXX engagements

"11/11 $SE is a X pillar hybrid that is currently dominated by Shopee although SeaMoney is a profit-printing machine not too far behind. The risk: with massive operational leverage at risk in the case of economic downturns. Long-term $SE should be ok but it will be rocky🪨"
X Link @CapexAndChill 2025-10-28T20:29Z XXX followers, XXX engagements

"@PronkDaniel This is one of the most slept-on companies"
X Link @CapexAndChill 2025-10-29T21:33Z XXX followers, XXX engagements

"Well its safe to say when previous management is committing fraud all expectations are out the window. My thoughts go out to all $fi holders Key learning lessons - All growth comes at some cost - Management needs to earn trust - Past performance can mean nothing"
X Link @CapexAndChill 2025-10-29T22:18Z XXX followers, XXX engagements

"Ok this company continues to excite me so here is my initial breakdown of $MELI earnings reported at the close today. First off 27th consecutive quarter of 30%+ YoY revenue growth. That is absurd. This flywheel is spinning FAST 🧵👇"
X Link @CapexAndChill 2025-10-29T23:54Z XXX followers, 1874 engagements

"6/ Now for Mercado Pago The goal: become the largest digital bank in LatAm And they may actually be doing just that: - Fintech MAUs grew XX% YoY to $72M - NPS (customer satisfaction) at record highs Number X fintech in"
X Link @CapexAndChill 2025-10-29T23:55Z XXX followers, XXX engagements

"8/ And probably the future crown jewel for years to come is Mercado Ads (high margin huge TAM) - FX neutral ad revenue accelerated to XX% YoY growth - This is not just on-site listings. They are building a full digital media platform: signing new partnerships with HBO & Roku"
X Link @CapexAndChill 2025-10-29T23:55Z XXX followers, XXX engagements

"9/ How is the loyalty program going Incredibly well: $MELI+ subscription program just became a super bundle with disney+ netflix hbo max and apple tv+ and dont forget you also get shipping and ecosystem benefits"
X Link @CapexAndChill 2025-10-29T23:55Z XXX followers, XXX engagements

"10/ Management closing thoughts says it all for $MELI: They believe they are still in early stages 💰 With ecom penetration only in the mid-teens in LatAm this machine has a long way to go. Another monster quarter in the books cheers 🍻"
X Link @CapexAndChill 2025-10-29T23:55Z XXX followers, XXX engagements

"@GabGrowth $MELI has been executing flawlessly. Its incredible to witness"
X Link @CapexAndChill 2025-10-30T01:07Z XXX followers, XXX engagements

"2/ First off the headline numbers are very noisy. GAAP eps of $XXXX is because of one-time $15.93B non-cash tax charge Adjusted eps was actually $XXXX up XX% YoY Top-line growth was a whopping XX% YoY. 🚀 That is insane for a company of the size of $META"
X Link @CapexAndChill 2025-10-30T23:12Z XXX followers, XX engagements

"7/7 My take on $META is the bull and bear case is pretty clear 🐻: bears will point to the potentially undisciplined spend for super-intelligence that may not end 🐂: bulls believe in the fortress-like cash flow from a proven AI ad engine to fund the next generational platform"
X Link @CapexAndChill 2025-10-30T23:12Z XXX followers, XX engagements

"@fintegrate The secret 5th (assuming envios is 4th) arm of $meli that will continue to make it reinforce itself. The data moat will be huge for ads too"
X Link @CapexAndChill 2025-10-31T19:09Z XXX followers, XX engagements

"$MELI Q3 blowout quarter was incredible. The headline numbers are nothing short of extraordinary such as XX% YoY revenue growth but there is so much more"
X Link @CapexAndChill 2025-11-01T00:02Z XXX followers, XX engagements

"2/ $MELI commerce was booming since they lowered the free-shipping threshold to $XXXX The result: The SINGLE LARGEST quarterly addition of new buyers in the entire companys history. Yes even bigger than pandemic peak"
X Link @CapexAndChill 2025-11-01T00:02Z XXX followers, XX engagements

"3/ But heres the magic at work for $MELI 🪄 As shipment volume surged XX% QoQ (insane) the unit shipping cost FELL X% Their elite-level logistics improve efficiency at scale"
X Link @CapexAndChill 2025-11-01T00:02Z XXX followers, XX engagements

"4/ $MELI Fintech 💳 They are focused on becoming the largest digital bank in LatAm. Credit portfolio is looking juicy at XX% growth YoY to a staggering $11B MAUs climbed to 72M+"
X Link @CapexAndChill 2025-11-01T00:02Z XXX followers, XX engagements

"5/ What more can mercado pago do Well $MELI is the #1 choice of installment payments on their own marketplace in brazil This means they are beating all other third-party banks on their own turf. The ecosystem lock-in is real"
X Link @CapexAndChill 2025-11-01T00:02Z XXX followers, XX engagements

"6/ And I know Im to bullish. Lets talk about the risky credit biz. $MELI is growing the loan book while improving quality. - 15-90 day NPLs are stable - First payment defaults in Brazil just hit new record lows Disciplined high quality growth"
X Link @CapexAndChill 2025-11-01T00:03Z XXX followers, XX engagements

"7/ But lets not forget about $MELI Ads biz Its an absolute growth engine: XX% YoY growth. 🚀 High margin biz in early innings protected by the insane moat of all of $MELI"
X Link @CapexAndChill 2025-11-01T00:03Z XXX followers, XX engagements

"8/ At this point $MELI is sacrificing nothing growing users improving margins in logisitcs and deepening their ecosystem moat with credit all at once. Chefs kiss Cheers 🍻"
X Link @CapexAndChill 2025-11-01T00:03Z XXX followers, XX engagements

"@GarpandChill One the reasons Im more bullish on topicus than constellation is the European market. Its better suited for a VMS acquirer that is comfortable working in all of the different countries that create micro VMS opportunities to capitalize on"
X Link @CapexAndChill 2025-11-01T00:33Z XXX followers, XX engagements

"$MELI management talking about their commerce flywheel: Put simply the lower free shipping threshold is attracting more buyers and enabling sellers to turn that traffic into higher sales. This in turn creates a powerful flywheel of supply and demand. They are top notch 🔥"
X Link @CapexAndChill 2025-11-01T04:11Z XXX followers, X engagements