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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: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence luxury brands #1685 stocks #4820 finance XXXX% technology brands XXXXX% cryptocurrencies XXXX% automotive brands #4249

Social topic influence business 5.48%, and it #761, $pypl #601, strong 4.11%, all the 4.11%, $googl #776, $nflx #152, insurance 2.74%, $unh 2.74%, $cprt XXXX%

Top accounts mentioned or mentioned by @latticeinvestor @keokanden @fundasyinvestor @qualityinvest5 @meihi3m @joecarlsonshow @mmmtwealth @mh1411996 @chriscanal @c95524cj @jm_investment0 @financeworkflow @neurostockdoc @sashinvesting @benbburman @dividenddude @dd17capital @dumbobservation @jminvestment0 @prgllz

Top assets mentioned PayPal Holdings Inc (PYPL) Alphabet Inc Class A (GOOGL) Netflix Inc (NFLX) UnitedHealth Group (UNH) Copart, Inc. (CPRT) Fair Isaac, Corp. (FICO) DLocal Limited Class A Common Shares (DLO) Warner Bros Discovery, Inc. (WBD) Tesla, Inc. (TSLA) The Root Network (ROOT) Lemonade, Inc. (LMND) Oscar Health, Inc. (OSCR) Mastercard, Inc. (MA) Brookfield Corporation (BN) KKR & Co, Inc. (KKR) Moody's Corporation (MCO) Interlay (INTR) Costco Hot Dog (COST) Costco Wholesale Corporation (COST) Motorola Solutions Inc (MSI) Walmart, Inc. (WMT) Chipotle Mexican Grill, Inc. (CMG) Axon Enterprise, Inc. (AXON) Ferrari N.V. (RACE) Texas Pacific Land, Corp. (TPL) Old Dominion Freight Line Inc (ODFL) Cream (CRM) Shopify Inc (SHOP) Trade Desk, Inc. (TTD)

Top Social Posts

Top posts by engagements in the last XX hours

"@financeworkflow Stable coins are a tailwind for dlo read the last X earnings calls"
X Link 2025-12-11T19:22Z 12.5K 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"
X Link 2025-06-05T20:27Z 12.4K followers, 17.1K 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"
X Link 2025-06-25T17:30Z 12.4K followers, 11.4K engagements

"Out of all the so called super investors Akre has always been one of my favorites even though he recently retired and his protg now runs the fund. The allocations selections and overall approach actually make sense to me. Akre started his career as a school teacher eventually became a fund manager and went on to produce several XXX baggers over the course of his very successful career. I am still very far from that kind of notoriety but his idea of the three legged stool has always stayed with me and it is something I am writing about in my upcoming book. 🌹"
X Link 2025-11-13T21:56Z 12.4K followers, 58.5K engagements

"This guy knows exactly what hes doing this is my kind of investing. $52B spread across X stocks with a XX% top position shows real conviction. My only small critique is to consolidate the X smallest positions and roll them into whichever one he believes in the most which would leave him with X total holdings.🌹"
X Link 2025-11-14T17:14Z 12.5K followers, 196.8K engagements

"@NeuroStockDoc My friend likes $intr would also prob fit your list"
X Link 2025-11-15T18:34Z 12.5K followers, XXX engagements

"Simply put as long as TPV grows faster than take rates declines the thesis stays intact. 🌹"
X Link 2025-11-18T22:49Z 12.5K followers, 8318 engagements

"No one loves $COST more than I do. It is a flawless operation in almost every way and an incredible business to study. But is it really worth XX times earnings You get a great company with predictable demand and a defensible position but at XX times earnings growing roughly 10-12% a year it becomes hard to see how you generate truly attractive long term returns. Yes the margins are low which means you can argue the reported earnings understate the real strength of the model but the business cannot raise margins without losing the price advantage that makes Costco well Costco. It creates a"
X Link 2025-11-26T21:18Z 12.5K followers, 11.8K engagements

"The historical average SP500 PE is about XX times earnings. Sooner or later the music will stop and valuations will revert back toward their long term mean. Even though the index trades XX% above that average today corporate earnings are not growing any faster than they have across history which tells you that nothing fundamental has actually changed. The entire gap is simply investor optimism inflating the multiple rather than true business performance driving value. 🌹"
X Link 2025-11-29T16:35Z 12.5K followers, 11.3K engagements

"I really do not know and I do not like guessing but I expect growth to slow. On your efficiency question - dlo is already extremely efficient and it can get a little leaner but there is a natural ceiling. On the last call the CEO said that out of about 1200 employees 300-400 are not really needed because theyre doing manual tasks and will eventually be let go. The savings from those jobs is not the main point. The point is that this is already a very lean highly profitable business that throws off a huge amount of cash. If the market becomes convinced the cash generation is durable the"
X Link 2025-11-29T21:14Z 12.5K followers, XXX engagements

"I think the payments market as a whole is really underestimated by most. For example adyen does like $XXX trillion. I know this sounds crazy but that peanuts. Global players will be tens a trillions in volume. For a biz like dlo to do many hundreds of billions will seem ordinary in XX years"
X Link 2025-11-29T21:36Z 12.5K followers, XXX engagements

"I have some time to kill ask me anything or tell me something interesting - GO 🌹"
X Link 2025-12-04T23:10Z 12.4K followers, 4870 engagements

"@Luce_On_TSLA How will your life change"
X Link 2025-12-05T14:57Z 12.5K followers, XXX engagements

"Everyone already knows that and maybe the new guy is better but it doesnt change the fundamental problem $PYPL is facing. If investors truly believed in him the stock would have been repriced long ago if markets believe the economics have changed and that simply has not happened. Btw im not saying that the stock is not undervalued. Perhaps it is. Im saying that I dont see how you make bonanza returns here"
X Link 2025-12-10T21:05Z 12.5K followers, XXX engagements

"@MEIHI3M @H0DY2 Why am I wrong Bc the stock price has increased due to multiple expansion in a raging bull market It hasnt even been a full year yet you can say I am wrong 5-10 years from now"
X Link 2025-12-10T21:54Z 12.5K followers, XX engagements

"@MEIHI3M Then my book is not for you dont read it"
X Link 2025-12-10T21:55Z 12.5K followers, XX engagements

"@25investor @HL3133 @MH1411996 Theres not much to say I am named after a flower. But I apologize if I hurt your feelings 🌹"
X Link 2025-12-10T22:48Z 12.5K followers, XX engagements

"@saasy_cto @keokanden @joecarlsonshow Youre comparing apples to oranges. Google bought Motorola for the patent portfolio not to become a major phone manufacturer"
X Link 2025-12-11T03:49Z 12.5K followers, XX engagements

"If $DLO pulls off its vision expands across emerging markets grows TPV keeps take rate erosion under control and manages costs it can justify a higher multiple and deliver real long term returns. In that world it could be a 5-10x type holding over a decade. What makes the thesis interesting is is the sandbox where $DLO plays. Global merchants need reliable access to emerging markets and local banks cannot serve those needs with the same consistency or speed. That wedge is where $DLO earns its economics. If the wedge widens the upside grows if it narrows the thesis weakens. The bigger risk is"
X Link 2025-11-29T20:50Z 12.5K followers, 10.1K engagements

"My favorite part of this $NFLX $WBD deal is the minimal stock component because it means the economics stay with the existing shareholders. When a company uses stock it is not just paying for an acquisition. It is slicing the pie into smaller pieces. I prefer deals where the pie is left untouched and the owners keep what they already earned. If that makes me old fashioned then good. 🌹"
X Link 2025-12-05T16:45Z 12.5K followers, 8826 engagements

"$WMT is being valued near a trillion not because the business suddenly improved but because investors decided to pay a higher multiple for the same economics. The value is mostly the same but the sentiment and the valuation changed. 🌹"
X Link 2025-12-05T18:02Z 12.5K followers, 11K engagements

"Visiting one of my favorite sushi chefs in San Francisco 🌹"
X Link 2025-12-05T20:37Z 12.5K followers, 2321 engagements

"@keokanden @joecarlsonshow Yes it would tank and imho youre underestimating self driving and the shift thats going to happen ever the next X decades. Were very early you have wait and think much bigger. IMHO"
X Link 2025-12-10T22:44Z 12.5K followers, XXX engagements

"These are great companies but did they ever really deserve to trade 30-50% higher Seems more like a burst of animal spirits from the bull market than anything else. Trees do not grow to the sky and markets eventually remember that. Nothing happened to the businesses the mood just came back to earth. 🌹"
X Link 2025-12-11T16:40Z 12.5K followers, 6872 engagements

"Thoughts on $NFLX buying $WBD: $NFLX is buying $WBD for about $83b using mostly cash and a small amount of stock. The deal gives $NFLX the entire Warner Bros studio HBO and major franchises like Game of Thrones Harry Potter Friends and more. $NFLX will keep Warner Bros operating the same way including theatrical releases. The logic behind the deal is straightforward. $NFLX gets a massive library of proven hits which strengthens the service and gives members more to watch. Creators get more chances to work with top tier IP and scale it globally. Shareholders get more value because stronger"
X Link 2025-12-05T17:12Z 12.5K followers, 29K engagements

"@dividenddude DD its all a matter of perception once you posses the right perspective youll quickly realize this is a giant irrelevant nothing burger. 🌹"
X Link 2025-12-10T17:09Z 12.5K followers, XXX engagements

"I love this 🌹"
X Link 2025-12-10T17:11Z 12.5K followers, 4857 engagements

"Very hard but not impossible because $pypl does not have a product problem they has a relevance problem. The game moved to Apple Pay Google Pay embedded checkout and platform native payments like $shop etc and $PYPL never built a moat strong enough to defend its original position. That is why the turnaround is slow and investors need to under this is not a quick or easy fix. It is a multi year fight against the strongest companies on the world who control the operating systems that control consumer payments"
X Link 2025-12-10T19:19Z 12.5K followers, 2201 engagements

"$TSLA is going to eat $GOOG Waymos lunch and it has nothing to do with the ride numbers people obsess over today. Early ride counts are cute to reference but largely irrelevant. What matters is what happens when autonomy scales globally. At scale this becomes a pure cost game and Tesla is the only company that controls every major variable in that equation. They design the chips build the cars manufacture the batteries write the software and train the network with the largest real world driving data on the planet. No other company combines all of that under one roof not even close. Waymos"
X Link 2025-12-10T20:52Z 12.5K followers, 65.1K engagements

"@PythiaR Remember when the media told you Biden is as sharp as a tack"
X Link 2025-12-11T17:15Z 12.5K followers, XXX engagements

"The problem with $PYPL is simple it is not the right stock for a young investor because of opportunity cost (imho). Even if it is undervalued and even if all the stars align and it goes from $XX to $XXX that is a nice double but it doesnt change your long term wealth. When you buy a cheap company you are betting on a rerating then you have to sell it pay taxes and find the next idea. That is a tough game. Its better to pay up for a business that can compound for XX years. I have nothing against $PYPL but I do not see it as a company that create generational wealth. Either way you seem to"
X Link 2025-12-11T19:34Z 12.5K followers, XXX engagements

"Thoughts on $PYPL When you study businesses for long enough you begin to recognize a pattern that repeats itself. A company becomes dominant during a moment of transition. It earns trust habit scale and for a long time it looks untouchable. Then the landscape shifts slowly and silently and the advantages that once felt permanent begin to erode almost invisibly until one day the momentum is gone and the company is competing on ground it no longer controls. That is happening to $PYPL today. For years $PYPL thrived because online payments were confusing and merchants just wanted something"
X Link 2025-12-04T02:21Z 12.5K followers, 46.6K engagements

"Were the next XX years of growth will come from: Every era has a clear structural tailwind that almost everyone can see. When the internet was born the opportunity was enormous and it created some of the wealthiest people in the world. But it also wiped out thousands of companies that had great ideas strong founders plenty of capital and all the excitement in the world. A powerful tailwind does not make investing easy it just makes the winners obvious in hindsight. We are living through the same thing with ai. For those of you who have never heard of it (hehe) AI is everywhere and it will"
X Link 2025-12-04T16:41Z 12.5K followers, 7827 engagements

"$TTD looks interesting here at $40🌹"
X Link 2025-12-04T21:10Z 12.5K followers, 5005 engagements

"One last thing I will say about $NFLX is that its management team is truly superb. Plenty of executives get constant praise but very few have earned it the way Netflix has. I have owned the stock for a decade and watched them execute year after year and they are genuinely elite. And for the spirited souls who want to argue otherwise I will simply remind you that Netflix was the top performing stock in the S&P XXX for an entire decade and you do not achieve that without world class leadership. 🌹"
X Link 2025-12-05T21:36Z 12.5K followers, 8088 engagements

"$ROOT can eventually become a $10b business because insurance is one of the few categories where small shifts in pricing power and loss performance can create enormous jumps in equity value. If a company proves it can consistently price risk better than the industry and keep its loss ratio comfortably below peers the math becomes very powerful. You do not need crazy growth. You need disciplined underwriting improving retention and a cost structure that scales beautifully. If $ROOT gets to a few billion in premiums with a mid single digit underwriting margin and strong customer retention the"
X Link 2025-12-07T18:36Z 12.5K followers, 6431 engagements

"Last paragraph of chapter XX of my upcoming book: In the end the art of selectivity is not about saying no to opportunities it is about saying yes to alignment. The investors greatest edge is not intelligence but the ability to live with quiet conviction while others crave and chase constant stimulation. Every great fortune every lasting legacy every masterpiece of capital allocation began with someone who understood that less truly multiplies more. The world will always tempt you with noise but the selective investor learns that silence once mastered is more powerful than the roar of any"
X Link 2025-12-09T17:30Z 12.5K followers, 3704 engagements

"First mover advantage only matters if it compounds and creates a widening gap. In autonomy the real moat is scale and manufacturing efficiency not who started first. Waymo cannot win without massive scale and Google cannot build cheap cars at volume but Tesla can. And if you cannot manufacture the platform you do not control the economics no matter how good the software is or how hard you try. Also if Google puts its tail between its legs and ends up licensing the tech that would be catastrophic theyll never make their money back and will be a huge sign of defeat. Either way thats my opinion"
X Link 2025-12-10T21:28Z 12.5K followers, 2607 engagements

"@QualityInvest5 Is it really unreasonable for these high quality companies to trade at XX times earnings Weve been in this crazy bull market where XX% growth traded at XX times earnings"
X Link 2025-12-10T23:14Z 12.5K followers, 2900 engagements

"@QualityInvest5 My point is that imho quality got a little overpriced in the bull market. Companies like race cost rms spgi etc are amazing but at the end of the day XX% growth at 50x is too much"
X Link 2025-12-10T23:20Z 12.5K followers, 1431 engagements

"@Endlingg Its not about experience its about cost at scale. Ive taken Waymos many dozens of times"
X Link 2025-12-11T01:22Z 12.5K followers, XXX engagements

"@Nyx_Ferros X million"
X Link 2025-12-11T01:34Z 12.5K followers, XXX engagements

"@chriscanal @Nyx_Ferros Im here to entertain my friend"
X Link 2025-12-12T04:09Z 12.5K followers, X engagements