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@LatticeInvestor Avatar @LatticeInvestor Lattice Investor

Lattice Investor posts on X about $meli, $wise, $ma, wise the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XXXX% stocks XXXX% cryptocurrencies XX% technology brands XXX% luxury brands XXX% automotive brands XXX%

Social topic influence $meli #52, $wise #16, $ma 7.5%, wise #1194, $se #41, business 7.5%, investment 7.5%, $nu #41, swan #476, $adyen #16

Top accounts mentioned or mentioned by @realroseceline @capexandchill @manuinvests @leveragedfun @alphainvest480 @sashinvesting @dutchinvestors @thezackzhu @likelybadadvice @commonsenseplay @juancampero @themattharbaugh @dividendgrowth @qualityinvest5 @mplycap @dividenddynasty @longequity @simeonresearch @the_zack_zhu @juancampero_

Top assets mentioned MercadoLibre Inc (MELI) Wise (WISE) Mastercard, Inc. (MA) Sea Limited (SE) NuCypher (NU) Fair Isaac, Corp. (FICO) Adobe, Inc. (ADBE) Msci Inc (MSCI) On Holding AG (ONON) PayPal Holdings Inc (PYPL) Minted (MTD) Zoetis Inc (ZTS) PTC Inc (PTC) Taiwan Semiconductor (TSM) Now Coin (NOW) Booking Holdings Inc (BKNG) S&P Global Inc (SPGI) Moody's Corporation (MCO) Ferrari N.V. (RACE) The Root Network (ROOT)

Top Social Posts

Top posts by engagements in the last XX hours

"Moonshots 🚀 🌙 I have X moonshots in my portfolio - $WISE - On $ONON - Red Violet $RDVT Interesting risky companies that try to create moats. They're not SWAN like $V $MA but they offer asymmetric upside. All X combined are X% of my portfolio What are your 🚀 🌙"
X Link 2025-11-29T15:47Z XX followers, XX engagements

"@SashInvesting Of course it can have any PE in X years no crystal ball 🔮 but imo at XX it would be a steal as it is a steal now. The market is not pricing it as a future quality compounder ( I believe that's the distinction between $MELI and eg $SE )"
X Link 2025-11-30T18:12Z XX followers, XX engagements

"@commonsenseplay At these valuation levels plus the buyback $PYPL will do well. But it's a different business model to $ADYEN . $ADYEN already has a weak moat which may deepen"
X Link 2025-11-28T18:44Z XX followers, XX engagements

"@DutchInvestors awesome $ADYEN is such a wonderful company very competitive sector though"
X Link 2025-11-30T12:04Z XX followers, XX engagements

"@SashInvesting I can't know what multiple the market will assign to MELI is X years. At "destination state" when it's no longer growing likely in 15-20 years a not too unreasonable terminal ROCE of XX% would make it a quality company and then a PE in the 30s would be reasonable"
X Link 2025-11-30T18:09Z XX followers, XX engagements

"@DutchInvestors $WISE is such an interesting company. The sector is very competitive. I have a (very small) long position position size reflects the sector economics love the company. I'm also a client since they launched more than a decade ago so it's an emotional investment as well for me"
X Link 2025-12-01T22:22Z XX followers, XX engagements

"@juancampero_ $NU is a credit business in a region where credit hasn't been stable. If consumers become insolvent during a credit crisis machine learning won't help with anything. If credit conditions stay good though $NU likely outperforms.But that's a risk I don't want to take For me $MELI"
X Link 2025-12-03T22:24Z XX followers, XX engagements

"My bottom X holdings $ZTS $TOI $PTC $FICO $TSM $NOW $MTD $WISE The bottom X are X% of the portfolio"
X Link 2025-12-04T21:34Z XX followers, XXX engagements

"@ManuInvests Leading to low cagr for prices"
X Link 2025-12-08T19:26Z XX followers, XX engagements

"@realroseceline @LeveragedFun @Alphainvest480 So eg for EU payment cos the thesis is buy a utility while it's still masquaraded as a growth company ( and has some growth ahead ) like utilities in the 1950s turned out to be good investments"
X Link 2025-12-09T18:34Z XX followers, XX engagements

"@realroseceline @LeveragedFun @Alphainvest480 It's a rather long term thesis though and clearly its assumptions have their risks. At utility status they will have a moat ( a licence to use the cbdc ledger ) and they likely won't have a a ROCE controlled by regulators early on"
X Link 2025-12-09T18:37Z XX followers, XX engagements

"@realroseceline @LeveragedFun @Alphainvest480 So in a sense the thesis is buy the grower with the weak moat because in that scenario it becomes a quality company at the end of the journey"
X Link 2025-12-09T18:39Z XX followers, XX engagements

"@CapexAndChill NLPs will show during a deep recession it's then that the wheat and the chaff separate. Similar concern for $NU. Let's not forget MBS up until 2008 were considered safe() low volatility() and they had been for decades"
X Link 2025-11-29T01:24Z XX followers, XXX engagements

"@CapexAndChill if you know firsthand that's all you need to know. Personally I wouldn't trust any rating agency. Ratings are sticky for 3M and calculated by analysts who work till 3am for peanuts. I'm not saying $SE has bad credit practices btw I simply have no clue and no way to know"
X Link 2025-11-29T02:43Z XX followers, XX engagements

"@mply_cap I sold my less moaty holdings ( eg $BKNG ) to buy $ADBE this is a generational opportunity. Personally I'd never sell $V $MCO ( neither $MA $SPGI ) for any reason but at these valuations for $ADBE it's probably justified"
X Link 2025-12-04T21:08Z XX followers, XXX engagements

"My top X holdings X. $MA X. $MELI X. $ASML X. $V X. $MSCI X. $RMS ( Hermes ) X. $ADBE X. $RACE Top X are XX% of my portfolio. Some of these holdings have been there for more than a decade. Adobe was added a week ago. Financials e-commerce & logistics technology luxury"
X Link 2025-12-04T21:26Z XX followers, XXX engagements

"@realroseceline Haven't looked into $ROOT and my main portfolio is locked 🔐 into a don't-touch mode so will pass but best of luck. It's always exciting to analyse potential 10-baggers the market may not be paying sufficient attention to"
X Link 2025-12-08T16:59Z XX followers, XX engagements

"@DividendDynasty The best investment for XXXXX% of people. Has made plenty of people wealthy over the long run. Helps SWAN. Only choose something else over this of you have very specific & good reasons and have done substantial own research"
X Link 2025-12-08T19:16Z XX followers, XX engagements

"@ManuInvests Earnings collapses cannot be predicted in general"
X Link 2025-12-08T19:22Z XX followers, XX engagements

"@ManuInvests So let's say if it all goes rosy then valuations are indeed ok but no margin of error on the rosiness is priced in"
X Link 2025-12-08T19:23Z XX followers, XX engagements

"@ManuInvests We can't predict earnings growth but imo market is seeing things too rosy atm. I wouldn't call it a dot com and I haven't but returns are earnings growth + div yield + multiple change"
X Link 2025-12-08T19:25Z XX followers, XX engagements

"@ManuInvests Now what will earnings growth I have no crystal ball 🔮. But anything less than rosy isn't priced in. And who knows we may get that but we may also not get that"
X Link 2025-12-08T19:27Z XX followers, XX engagements

"@realroseceline From these I like $MELI after some struggle I passed $SE though those that hold it will likely do well or even very well $NU I passed almost instantly. There are some tailwinds other than AI and EM worth exploring as well"
X Link 2025-12-04T17:20Z XX followers, XXX engagements

"@realroseceline @LeveragedFun @Alphainvest480 The EU will move towards CDBC so EU domiciled payment processors may fall on that track"
X Link 2025-12-09T18:40Z XX followers, XX engagements

"Before buying a stock I always consider 1) what does it offer that an index fund doesn't. 2) what does it offer that a mag7 basket doesn't. Without a good answer to the above it's better not to buy individual stocks"
X Link 2025-12-09T20:11Z XX followers, XX engagements

"@long_equity $V is my 4th largest position I hold since 2012. $MSCI also significant position $FICO tiny corridor position Lam I've passed I prefer $ASML 's business model for exposure to the sector"
X Link 2025-12-09T16:38Z XX followers, XXX engagements

"@SimeonResearch_ Would be very interesting keep us posted if I may I would pass on the aetiologies (ie whether high cortisol levels cause chronic stress or the other way round ) these things are unclear. Even looking at emotions theories how an emotion appears there are tons of them"
X Link 2025-12-10T15:27Z XX followers, XX engagements