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@realroseceline Avatar @realroseceline Rose Celine Investments 🌹

Investors are discussing various stocks, including $DLO, $MELI, and $SE, with some sharing their investment strategies and thoughts on the companies' potential for growth. Some investors are focusing on companies with strong leadership, capital-efficient business models, and high profitability, such as $DLO, which recently paid out a $150m dividend. The conversation also touches on the importance of understanding a company's business model, management, and market position before investing, with some investors expressing confidence in their long-term holdings.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence luxury brands #929 finance #3902 stocks XXXXX% technology brands XXXX% countries XXXX% cryptocurrencies XXXX% automotive brands XXXX% social networks XXXX% travel destinations XXXX%

Social topic influence money 4.79%, $dlo 4.79%, stocks #371, $nflx 2.74%, cash flow 2.74%, profitable 2.74%, fintech 2.05%, $asts #6, pltr 2.05%, $pltr XXXX%

Top accounts mentioned or mentioned by @leadingedgetle @spike_1567 @topsecretstocks @tryainvest @sbadj1 @arkadibaudelair @dumbobservation @tacticzh @aholtz324 @exp_philosopher @no_cap_cap @japdongsanee @adrewrogers @simonderoche @deepvaluebagger @mh1411996 @nocapcap @4pfinance @theelonmoat @itschrisray

Top assets mentioned DLocal Limited Class A Common Shares (DLO) Netflix Inc (NFLX) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Palantir (PLTR) Amazon.com, Inc. (AMZN) Wise (WISE) Robinhood Markets, Inc. (HOOD) UnitedHealth Group (UNH) Tesla, Inc. (TSLA) Hims & Hers Health, Inc. (HIMS) Peloton Interactive, Inc. Class A Common Stock (PTON) MercadoLibre Inc (MELI) Alphabet Inc Class A (GOOGL) Global-E Online Ltd. Ordinary Shares (GLBE) Oscar Health, Inc. (OSCR) Apple, Inc. (AAPL) Rocket Lab USA, Inc. Common Stock (RKLB) Basis Cash (BAC) Bank of America (BAC) Veeva Systems, Inc. (VEEV) Freicoin (FRC) Wells Fargo & Co (WFC) Berkshire Hathaway Inc. (BRK.A) Zoom Video Communications Inc (ZM) Roku, Inc. (ROKU) Trade Desk, Inc. (TTD) Booking Holdings Inc (BKNG) Microsoft Corp. (MSFT) tBTC (TBTC) Nebius Group N.V. Class A Ordinary Shares (NBIS) Iris Energy Limited Ordinary Shares (IREN) NVIDIA Corp. (NVDA) Deckers Outdoor, Corp. (DECK)

Top Social Posts #

Top posts by engagements in the last XX hours

"@ArkadiBaudelair Thats perfectly reasonable for a stock to be valued XX% more in X days 🤔"
@realroseceline Avatar @realroseceline on X 2025-07-18 20:17:05 UTC 7838 followers, XXX engagements

"Got a lot of worthwhile questions about $WISE here is a thread to answer some of them (with the help of ChatGPT 😃): 1/ Most people think international money transfers are just wires. Bank A sends money to Bank B. Done right But thats not how Wise (formerly TransferWise) built a billion-dollar business. They never really send your money across borders. Lets break down the brilliance of their model: 2/ First the pain point: Traditional international transfers are a nightmare. Slow (can take XX days) Expensive (hidden fees + bad exchange rates) Complex (multiple intermediaries delays FX risk)"
@realroseceline Avatar @realroseceline on X 2025-05-14 19:43:01 UTC 7832 followers, 7137 engagements

"@4PFinance @japdongsanee Please share your analysis why they are worth their current valuation. Then Ill share mine 🙏"
@realroseceline Avatar @realroseceline on X 2025-07-18 17:18:45 UTC 7832 followers, XX engagements

"Actually I have a significantly money this is just one of my portfolios on robinhood. And yes I have had satisfactory returns. Heres one Ive shared publicly. Perhaps I should start charging X% 🤣 Anything else want my social security number Youve called me a fraud many times. Spoke very disrespectfully to me perhaps this is a good time to admit you were wrong and out of line Maybe even have a slice of humble pie. 🌹"
@realroseceline Avatar @realroseceline on X 2025-07-19 16:07:25 UTC 7835 followers, XXX engagements

"Everything here is true and while I wouldnt say Im outright bearish on $UNH Im definitely not bullish either. Sure it looks cheap on paper but beyond that theres not much to like. Its simply not a business I want to own (you dont have to own everything 3-5 great investments is all you need in a lifetime to become wealthy). $UNH a massive company and at this scale economies of scale start working against you. The insurance industry itself is incredibly complex practically requires a PhD to fully understand and $UNH is tangled up in huge legal issues to add to the complexity. The CEO just"
@realroseceline Avatar @realroseceline on X 2025-05-20 17:15:08 UTC 7797 followers, 4152 engagements

"@ArkadiBaudelair Sorry my research isnt up to par for you but we have a difference in opinion. Disagreements make markets. If you blow a gasket every time someone disagrees with you investings going to be a rough ride"
@realroseceline Avatar @realroseceline on X 2025-07-18 19:04:45 UTC 7831 followers, XXX engagements

"Your portfolio should reflect your best ideas not your broadest knowledge. Too much diversification is just disguised indecision. 🌹"
@realroseceline Avatar @realroseceline on X 2025-07-16 04:41:56 UTC 7832 followers, 9675 engagements

"Peculiar how no one gives $TSLA credit for future innovation (perhaps $AAPL also 🫣)"
@realroseceline Avatar @realroseceline on X 2025-07-16 18:57:10 UTC 7831 followers, 3225 engagements

"What Happens When Garbage Stocks Become XX Baggers Were in a market where pure junk is going parabolic. Its not just that the S&P is at all time highs. Its that companies with no profits and no path are turning into XX baggers and their holders think that means theyre geniuses. Look at $ASTS and $RKLB. These arent overlooked innovators. Theyre capital destruction machines. $ASTS has negative gross margins and no product. $RKLB is burning money on satellite launches with no pricing power and no long term viability. But the markets been so forgiving that these stocks have turned into lottery"
@realroseceline Avatar @realroseceline on X 2025-07-18 16:10:16 UTC 7833 followers, 123.2K engagements

"7/ You want companies that: Grow revenue consistently Generate free cash flow Have modest capex needs Use excess cash to shrink the share count These businesses dont need hype just time"
@realroseceline Avatar @realroseceline on X 2025-07-14 22:45:50 UTC 7835 followers, 1076 engagements

"@The_Elon_Moat @itschrisray I am familiar with it nbis is the most popular stock on X. Lets see what they say when they report"
@realroseceline Avatar @realroseceline on X 2025-07-18 19:25:50 UTC 7840 followers, XX engagements

"@BadFinAdvice @TheTechInvest Thats not investing its gambling. I dont have an edge in gambling and its a weak strategy. Buying a stock at $X hoping it hits $X selling paying taxes and trying to repeat that cycle almost always underperforms the market in the long run"
@realroseceline Avatar @realroseceline on X 2025-07-20 23:59:12 UTC 7832 followers, XX engagements

"Why do people get so sensitive when someone disagrees with their stock idea Its not personal. Were all just trying to interpret the same data differently. If your thesis cant handle pushback maybe its not that strong to begin with"
@realroseceline Avatar @realroseceline on X 2025-06-21 15:56:59 UTC 7845 followers, 26.9K engagements

"How long will it take for $PLTR to report $30b pretax annually🌹"
@realroseceline Avatar @realroseceline on X 2025-07-16 15:16:58 UTC 7831 followers, 4930 engagements

"@MrFundaTechnic @adrewrogers I know I was also joking. $dlo reports next month lets see what Pedro tell us 🌹"
@realroseceline Avatar @realroseceline on X 2025-07-16 15:10:03 UTC 7847 followers, XXX engagements

"What company should I look at next Has to be: Relatively small Fast growing Profitable Reasonably valued Strong management High returns on capital Easy to understand: Im not trying to cure cancer or count pi to the 20th digit. No banks no insurance no oil and gas no healthcare no biotech you get the point Ideally something overlooked or underappreciated. Hint: last time I did this I chose $XPEL Drop the ticker and a note on why its worth a look. If something catches my eye I will write a post about it. 🌹"
@realroseceline Avatar @realroseceline on X 2025-06-18 16:51:26 UTC 7847 followers, 31.2K engagements

"@SimonDeroche Youre the only person on earth that expects $asts will be profitable next year. Now lets return from your fantasy to reality and see the what Wall Street expects"
@realroseceline Avatar @realroseceline on X 2025-07-18 17:10:54 UTC 7845 followers, XXX engagements

"@TacticzH I would sell all hold $dlo and buy $dlo"
@realroseceline Avatar @realroseceline on X 2025-07-11 15:03:45 UTC 7846 followers, 3642 engagements

"@FrugalisteFutee Netflix is a more efficient company than YouTube (in terms of monetization and operating margins)"
@realroseceline Avatar @realroseceline on X 2025-07-18 19:17:35 UTC 7840 followers, XX engagements

"@SimeonResearch_ @topsecretstocks Its funny you say that because looking back $pton looks silly. But at the moment it as one of the hottest stocks on the market. Subscriber grew like XXX% for 5-6 years in a row. Enthusiasm for it was similar to $hims today. Generation revolutionary etc"
@realroseceline Avatar @realroseceline on X 2025-07-19 22:53:10 UTC 7845 followers, XXX engagements

"@topsecretstocks Congrats Very exciting Great food in Taiwan especially the night markets. Good luck with you move 💪"
@realroseceline Avatar @realroseceline on X 2025-07-18 17:46:17 UTC 7832 followers, XXX engagements

"Veeva Systems ($VEEV) presents a compelling case for investors looking at the life sciences industry. Here are some reasons why: Wide Moat: Veeva $VEEV enjoys a significant competitive advantage in its niche market. Its deep integration with the life sciences sector where switching costs are high due to regulatory compliance and data complexity creates a formidable barrier to entry for competitors. Veeva's platform is not just a tool but an essential part of its clients' operations making it sticky and hard to replace. Terrific Management: Under the leadership of co-founder Peter Gassner"
@realroseceline Avatar @realroseceline on X 2024-12-05 20:31:47 UTC 7828 followers, 7200 engagements

"One of the best run companies in the world $MELI"
@realroseceline Avatar @realroseceline on X 2025-07-08 18:05:07 UTC 7751 followers, 4498 engagements

"$GMGI Asymmetric Small Cap Hiding in Plain Sight Sometimes you find a company that feels different. Its small overlooked and easy to ignore. But if you dig deeper it checks the right boxes: real revenue strong growth founder led and undervalued. For me that company is Golden Matrix Group $GMGI. No buzz almost no Wall Street coverage and barely on anyones screen. Thats exactly why it matters Why $GMGI Stands Out Golden Matrix builds online gaming platforms: casinos sports betting and raffles. Most investors stop there but look closer and youll find: 1.Double digit growth across multiple"
@realroseceline Avatar @realroseceline on X 2025-07-10 13:38:59 UTC 7798 followers, 10.7K engagements

"I keep trying to tell you guys banks arent investable. You need to be a rocket scientist just to understand what they actually own how they make money and where the risks are buried. Here comes $WFC one of the biggest banks in the world proving me right (again). And remember $FRC The safest best run outstanding management regional bank until it wasnt. And it collapsed in a weekend. You dont get paid enough as a public investor to justify the risk to own a bank. Too complex too unpredictable and too many ways to be wrong even if youre technically right. Simply put too easy to get blindsided 🌹"
@realroseceline Avatar @realroseceline on X 2025-07-16 01:02:49 UTC 7798 followers, 4936 engagements

"I was reading Fairfax Financials shareholder letter (often called the Canadian Berkshire Hathaway) and came across some staggering numbers from India. In the last XX years digital payments surged from $2.2B to $185B an 8300% increase This highlights the massive secular tailwinds driving digital payments in emerging markets. For $DLO this trend is huge over the next decade as hundreds of millions of people come online across the Global South fueling trillions in digital transactions. Also interesting is bank accounts surged from 150m to 500m XXX% increase. Bullish for banks in the global south"
@realroseceline Avatar @realroseceline on X 2025-03-21 18:05:03 UTC 7813 followers, 1659 engagements

"$NFLX reports tomorrow. Wall Streets expecting XX% revenue growth and XX% EPS growth. Lets see if management can back that up and what they say about the path forward"
@realroseceline Avatar @realroseceline on X 2025-07-16 14:13:16 UTC 7831 followers, 3314 engagements

"@SimonDeroche Is grok your financial advisor If commercialization is sure and its crystal clear what % of your net worth is invested in this company $zm $pton $roku etc wasnt their goal to loose money in these stocks either but they did"
@realroseceline Avatar @realroseceline on X 2025-07-18 17:33:42 UTC 7832 followers, XXX engagements

"@The_Elon_Moat @itschrisray At the end of the day youre buying cash flow. More money in the market just drives valuations higher by expansion. But once the fuel stops those high multiples dont keep the fire burning"
@realroseceline Avatar @realroseceline on X 2025-07-18 18:59:29 UTC 7844 followers, XXX engagements

"@japdongsanee There were plenty of justice warriors during the COVID bubble too. Fasten your seatbelt and stick around the reckoning always comes. When it does todays jubilation turns into tomorrows tears. Until then enjoy the euphoria. 🌹"
@realroseceline Avatar @realroseceline on X 2025-07-18 16:35:44 UTC 7830 followers, XXX engagements

"Give me a good stock idea. Must be: X. Small X. Profitable with good balance sheet X. Growing fast X. Easy to understand (simple ideas not curing cancer or launching rockets) X. Reasonable valuation X. Preferably American Thx will pick my favorite idea and make a post about it. 🙏 🌹"
@realroseceline Avatar @realroseceline on X 2025-07-06 00:02:23 UTC 7848 followers, 26.9K engagements

"8/ Examples that fit this model: $TTD $BKNG And several under the radar small caps with capital discipline These compound quietly"
@realroseceline Avatar @realroseceline on X 2025-07-14 22:46:21 UTC 7848 followers, 2293 engagements

"@Mr_Honestyy @ArkadiBaudelair Thats cool as long as you send it to me when it declines by XX% see how that works both ways"
@realroseceline Avatar @realroseceline on X 2025-07-18 20:55:53 UTC 7835 followers, XXX engagements

"The real competition will come from companies that leverage their infrastructure more efficiently not those trying to replicate it"
@realroseceline Avatar @realroseceline on X 2025-07-14 20:19:39 UTC 7848 followers, 3943 engagements

"$MELI is the engine driving Latin Americas digital economy. MercadoLibre is more than just an online marketplace. Its the backbone connecting millions of small businesses consumers and financial services across a rapidly growing region. With ecommerce still in early stages across LATAM $MELI has a massive runway ahead. Their investments in logistics and fintech create a seamless experience that keeps customers coming back. This company isnt just riding the wave its building the infrastructure that will power decades of growth. For anyone watching Latin Americas digital transformation $MELI is"
@realroseceline Avatar @realroseceline on X 2025-07-11 18:22:00 UTC 7811 followers, 3460 engagements

"Nice word salad get thicker skin. Point isnt even about any one company point is the market is frothy. Your great company can be massively overvalued and therefore its a crappy investment atm. Lastly you have no idea what research Ive done what I have looked at or how I have thought about things so dont assume"
@realroseceline Avatar @realroseceline on X 2025-07-18 18:57:56 UTC 7832 followers, 3109 engagements

"@AceCrouton Why does my comment trigger you so much How do you know what Ive written or read If you dont like my take or disagree thats totally fine thats what makes a market"
@realroseceline Avatar @realroseceline on X 2025-07-19 17:00:16 UTC 7832 followers, 1254 engagements

"Has anyone done research on $TBTC Please share thx 🌹"
@realroseceline Avatar @realroseceline on X 2025-07-18 19:22:03 UTC 7832 followers, 3179 engagements

"How I turned $55K into $X million Around XX years ago I invested $55000 into $NFLX. At the time it felt like a massive risk. Netflix had just gone through the Qwikster mess the stock had crashed and sentiment was horrible. But Carl Icahn was buying and I believed the business would recover. Ive held ever since. Through the COVID spike. Through the Bill Ackman drama. Through all the volatility. Ive never sold a single share. Today that $55K is worth approx $1M. Im not sharing this to flex. Im sharing it because I think people forget what real investing looks like. Its not about trading"
@realroseceline Avatar @realroseceline on X 2025-06-04 01:20:42 UTC 7833 followers, 624K engagements

"In this case yes. I know youre a fan of the stock and I really dont mean to upset you. But in my honest opinion its frothy right now like a lot of others. If I were on the S&P committee Id be cautious about adding something trading this rich. Just giving you my take since you asked"
@realroseceline Avatar @realroseceline on X 2025-07-18 22:54:21 UTC 7843 followers, XXX engagements

"Which business should I review next and why Drop ideas below. If one stands out Ill dive in. Heres what it must have: Real revenue growth Profits or positive free cash flow A strong balance sheet Great management Clear understandable model Attractive unit economics Preferable small market cap You get the point"
@realroseceline Avatar @realroseceline on X 2025-06-05 20:27:35 UTC 7848 followers, 16.8K engagements

"They are sandbagging $DLO is going to grow faster than XX% next year. 🌹"
@realroseceline Avatar @realroseceline on X 2025-07-09 23:23:25 UTC 7832 followers, 11.3K engagements

"Thoughts on $GLBE investor presentation I went through $GLBE latest investor presentation (link below). As many of you know I look for a few core things in any business: debt free founder led fast growing profitable capital light and attractively valued. $GLBE checks many of those boxes. Here are some of the most interesting slides from the deck and why they stood out to me: Its rare to find a business with this combination of growth fundamentals and unit economics trading at a reasonable multiple. Curious to hear what others think is this one of those rare compounders hiding in plain sight"
@realroseceline Avatar @realroseceline on X 2025-06-03 23:56:20 UTC 7830 followers, 14.9K engagements

"I just found X incredible under the radar never before discovered stocks total gems that are practically secret. Please keep this between us. We dont want Wall Street catching on these companies are extremely private and very shy These companies are so low profile they make Area XX look like Times Square. 🤫 shhhh The names $HIMS $OSCR $NBIS $IREN $ASTS They prefer soft whispers and candlelight spreadsheets please dont tag anyone because it might wake the algos. Remember: If anyone asks you heard about them from a friend of a friend who vanished after saying the word free cash flow. Just nod"
@realroseceline Avatar @realroseceline on X 2025-07-18 20:25:34 UTC 7831 followers, 10.9K engagements

"Everyones asking the wrong question about $NFLX. Did they beat expectations Miss slightly Guide up or down Who cares. This quarter was solid. But none of that matters if youre thinking like an owner. The real question is: What will Netflix look like in XX years Because $NFLX is becoming a cash flow machine with global scale near zero marginal distribution costs and declining content spend as a % of revenue. What happens when theyre guiding to $20B in free cash flow triple todays rate and still shrinking the share count Now imagine this: They keep growing subs. They raise ARPU slowly. Their ad"
@realroseceline Avatar @realroseceline on X 2025-07-17 21:10:23 UTC 7829 followers, 8175 engagements

"@felixcscscs Maybe my point is not a single out someone company that might or might not be great in the future. My point is the valuations are frothy at the moment"
@realroseceline Avatar @realroseceline on X 2025-07-18 22:44:08 UTC 7832 followers, 1521 engagements

"@The_Elon_Moat @itschrisray Im no good at predicting the macro. The market can stay irrational longer than we can all stay solvent. All I can do is look at the prices companies are selling for and they look frothy to me. I dont see how you make spectacular returns buying businesses a 30x sales"
@realroseceline Avatar @realroseceline on X 2025-07-18 19:05:58 UTC 7844 followers, XXX engagements

"Funny how they say beauty is in the eye of the beholder. Every day I see people calling things generational opportunities and yet I cant find anything I actually want to buy. 🌹"
@realroseceline Avatar @realroseceline on X 2025-07-07 04:05:06 UTC 7848 followers, 4829 engagements

"Like I said many times I dont care how great your bank idea is banks are almost always not investable"
@realroseceline Avatar @realroseceline on X 2025-07-20 23:17:38 UTC 7833 followers, 4245 engagements

"Its not about whether your favorite stock is good or bad. My point point is the market is frothy not that your stock is bad. Palantir at 100x sales Various stocks up XXX% in a month for no reason Thats not normal. Thats not sustainable. You can laugh now but this is classic irrational exuberance. And when the music stops those laughs will turn into tears. Just remember I told you"
@realroseceline Avatar @realroseceline on X 2025-07-19 21:58:16 UTC 7848 followers, XXX engagements

"At the start of the year I said $DLO looks like a good set up earnings growth plus multiple expansion working together. Back then almost no one was talking about it except for @adrewrogers (and me). Now my feed is full of $DLO posts. Kind of wild to see the shift (pretty cool). 🌹"
@realroseceline Avatar @realroseceline on X 2025-07-16 00:47:33 UTC 7831 followers, 6696 engagements

"Echo Chamber Portfolios: When Groupthink Masquerades as Conviction We used to build portfolios by studying companies. Now too many people build them by scrolling. You see a stock all over X. A few smart accounts own it. Someone posts a slick chart or a one-liner like This is the next $AMZN. You like the idea. You add it to your watchlist. A few days later another person with 50k followers posts about it. Then another. And another. You start to feel behind. So you buy it. Thats not conviction. Thats exposure bias. What Is an Echo Chamber Portfolio An echo chamber portfolio is what happens when"
@realroseceline Avatar @realroseceline on X 2025-07-21 00:21:47 UTC 7833 followers, 5837 engagements

"$DECK starting to look interesting here 🌹"
@realroseceline Avatar @realroseceline on X 2025-07-16 03:15:39 UTC 7831 followers, 6669 engagements

"@grok @HeroDividend @DividendGrowth @DividendIncome_ @Smartnetworth1 Its like reading a horoscope youre a smart charming person thats beautiful good looking pleasant and kind destined for the biggest and most amazing things in life"
@realroseceline Avatar @realroseceline on X 2025-07-18 22:56:09 UTC 7845 followers, XX engagements

"Today I took a look at $WISE (Wise plc) and its a compelling fintech businesses. Heres why: Wise is a UK based company that allows users both individuals and businesses to move money internationally at a lower cost than traditional banks. Their core innovation is using real exchange rates (mid market) and minimizing transfer fees. Over the years theyve expanded into multi currency accounts debit cards and B2B payment solutions essentially becoming a financial infrastructure platform for global money movement. On the income statement the numbers are strong. For FY 2024 revenue came in at 1.54"
@realroseceline Avatar @realroseceline on X 2025-05-13 23:15:20 UTC 7832 followers, 26.9K engagements

"@barryrigers I am not a fan of equities at the moment aside from $dlo"
@realroseceline Avatar @realroseceline on X 2025-07-18 16:58:42 UTC 7833 followers, XXX engagements

"1/ Most people chase multiple expansion or margin improvement. But you can 3x your money in X years without either. Heres how and why its a better way to invest 🧵"
@realroseceline Avatar @realroseceline on X 2025-07-14 22:43:19 UTC 7798 followers, 9649 engagements

"Sure you can even buy some small cap fund and it will probably do slightly better. I think I can slowly and patiently buy these business and I think they are way above average. Take $RMS for example its a company thats raises the prices by approx 10-12% annually since 1837. I consider $rms to be one of the best businesses ever. Theyll be raising their prices by XX% annually for next 100+ years. I think $RMS will smoke $voo/$sp500 or whatever index. Just my X cents what do I know I am named after a flower 🌹"
@realroseceline Avatar @realroseceline on X 2024-12-29 17:13:46 UTC 7802 followers, XXX engagements

"@DeepValueBagger Because the people who you DM on here trying to sell your shit service send me all the screenshots of your conversations. I already sent some of the screenshots to you (check messages) and let me know if I should put you on blast across this platform"
@realroseceline Avatar @realroseceline on X 2025-07-19 15:36:14 UTC 7824 followers, XXX engagements

"What should I write about next Drop a good thought provoking idea below and Ill pick my favorite one write about it and tag you. GO🌹"
@realroseceline Avatar @realroseceline on X 2025-07-08 03:20:58 UTC 7831 followers, 9267 engagements

"Came across this from Warren Buffett Ive written about the misjudgment and mistakes of not accounting for taxes in investment decisions (read my substack link in bio). For example if you live in a high tax state like CA/NY and you buy a stock for $XX and sell for $XX you didnt not make 50%. You made approx XX% after tax. I see almost no one accounting for their lifelong business partner who always gets his cut Uncle Sam. Heres Buffets quote: In our opinion the real risk that an investor must assess is whether his aggregate after-tax receipts from an investment (including those he receives on"
@realroseceline Avatar @realroseceline on X 2025-07-18 18:09:57 UTC 7831 followers, 3331 engagements

"@MetalFrogStonk Profound information youre really opened my eyes with your ChatGPT post"
@realroseceline Avatar @realroseceline on X 2025-07-19 14:43:18 UTC 7832 followers, XXX engagements

"You need to stop taking this personally Im not attacking you your portfolio or your beliefs. I dont even know what you own and I dont care. Im just giving my honest opinion about the current market conditions. If these companies were trading XX% lower I might flip and get bullish. Who are you that Id need to shit on anyway This isnt about you. 🌹"
@realroseceline Avatar @realroseceline on X 2025-07-18 17:07:04 UTC 7835 followers, XX engagements

"Thoughts on insurance: People ask me about $LMND $OSCR $UNH etc and sure there will be winners in the insurance industry. But Ive never liked insurance so I dont spend time on it. You cant own everything. Heres why: Insurance profits are delayed and uncertain. A year that looks great on paper might blow up years later when claims roll in. Risk is priced using data in a world that keeps changing that bet gets harder every year. Reserving is guesswork. Small changes in assumptions can make earnings look better than they are until they arent. Even good underwriting is hard to spot. Playing it"
@realroseceline Avatar @realroseceline on X 2025-06-25 17:30:25 UTC 7829 followers, 11.1K engagements

"I absolutely love this investment portfolio one of the best Ive come across. If it were mine Id simplify by removing $AZPN $ASML and $INTU reallocating the capital to $FICO $MA $V $MCO and $SPGI. In my opinion this focused approach has the potential to deliver outstanding long term performance"
@realroseceline Avatar @realroseceline on X 2025-01-04 18:01:44 UTC 7845 followers, 12.6K engagements

"Great Companies. Bad Prices. Some of the best companies in the world today like $PLTR $NET and $CRWD are also among the most expensive. These are real businesses doing transformational work with strong teams and long term relevance. They are likely to be much bigger in the future but their stock prices have run far ahead of the underlying progress. Amazing Business But The Stock Underperforms. Investors often mistake a great company for a great investment. Being right about the future doesnt mean its a good buy today. At XX or XX times revenue even small disappointments can destroy returns."
@realroseceline Avatar @realroseceline on X 2025-07-15 14:05:17 UTC 7827 followers, 9868 engagements

"Dont Be Fooled by $GLBE Low Margins Why $GLBE business model is stronger than it looks At first glance $GLBE doesnt look like a high margin business. Gross margins hover around 35-40% and EBITDA margins are in the mid teens. For a high growth tech company those numbers might raise an eyebrow. But dig a little deeper and youll realize something important: $GLBE margins look low by design not by weakness. In fact $GLBE moat is embedded in those very numbers. The Misleading Math of a Merchant of Record $GLBE isnt a typical software platform. Its whats called a merchant of record (MoR) for global"
@realroseceline Avatar @realroseceline on X 2025-07-14 15:35:16 UTC 7798 followers, 5324 engagements

"@sachbarnes I promise you I have a lot more XX baggers than you"
@realroseceline Avatar @realroseceline on X 2025-07-18 19:39:47 UTC 7832 followers, XXX engagements

"You Dont Need More Picks. You Need More Patience. Most people think investing is about making a series of great decisions. Find the next big thing. Time the market. Catch the bottom. Sell the top. Then repeat. But the truth is every decision you make introduces risk. Every trade is a chance to be wrong. Every attempt to optimize creates friction taxes and emotion. Which is why some of the best investors dont try to be smart all the time. They try to be right enough and then stay out of their own way. Compounding Needs Time Not Activity Compounding isnt just a financial principle its a"
@realroseceline Avatar @realroseceline on X 2025-07-17 20:54:21 UTC 7831 followers, 11.5K engagements