# ![@Bia42175 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1146895189535068160.png) @Bia42175 Beatriz

Beatriz posts on X about $se, $meli, $rbrk, $adyen the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1146895189535068160/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1146895189535068160/c:line/m:interactions.svg)

- [--] Week [-----] -46%
- [--] Month [------] +84%
- [--] Months [------] -38%
- [--] Year [-------] +41%

### Mentions: [--] [#](/creator/twitter::1146895189535068160/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1146895189535068160/c:line/m:posts_active.svg)

- [--] Month [--] -61%
- [--] Months [--] +2.30%
- [--] Year [---] -8.40%

### Followers: [---] [#](/creator/twitter::1146895189535068160/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1146895189535068160/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Month [---] +0.29%
- [--] Months [---] +2.10%
- [--] Year [---] +38%

### CreatorRank: [---------] [#](/creator/twitter::1146895189535068160/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1146895189535068160/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  68% [finance](/list/finance)  21% [technology brands](/list/technology-brands)  21% [cryptocurrencies](/list/cryptocurrencies)  4% [social networks](/list/social-networks)  4% [countries](/list/countries)  2% [gaming](/list/gaming)  2%

**Social topic influence**
[$se](/topic/$se) #68, [$meli](/topic/$meli) 16%, [$rbrk](/topic/$rbrk) 13%, [$adyen](/topic/$adyen) 12%, [$nu](/topic/$nu) 11%, [$veev](/topic/$veev) #1, [$nflx](/topic/$nflx) 7%, [$idxx](/topic/$idxx) 7%, [$shop](/topic/$shop) 6%, [software](/topic/software) #2250

**Top accounts mentioned or mentioned by**
[@qualityinvest5](/creator/undefined) [@capexandchill](/creator/undefined) [@tinytitanscap](/creator/undefined) [@manuinvests](/creator/undefined) [@alexand92792198](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@fluentinquality](/creator/undefined) [@tonanddk](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@aretardinvestor](/creator/undefined) [@smsutherland](/creator/undefined) [@realroseceline](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@gabgrowth](/creator/undefined) [@throwabull](/creator/undefined) [@dwessel35](/creator/undefined) [@thezackzhu](/creator/undefined) [@qualtrim](/creator/undefined) [@jakubhajost](/creator/undefined) [@gainifyio](/creator/undefined)

**Top assets mentioned**
[Sea Limited (SE)](/topic/$se) [MercadoLibre Inc (MELI)](/topic/$meli) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [NuCypher (NU)](/topic/$nu) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Netflix Inc (NFLX)](/topic/$nflx) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [Shopify Inc (SHOP)](/topic/$shop) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Fair Isaac, Corp. (FICO)](/topic/$fico) [DLocal Limited (DLO)](/topic/$dlo) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Evotec SE (EVO)](/topic/$evo) [4 (FOUR)](/topic/$four) [Fortinet Inc (FTNT)](/topic/$ftnt) [Zscaler Inc (ZS)](/topic/$zs) [Advanced Micro Devices (AMD)](/topic/$amd) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Microsoft Corp. (MSFT)](/topic/$msft) [Now Coin (NOW)](/topic/$now) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Metadium (META)](/topic/$meta) [Mastercard, Inc. (MA)](/topic/$ma) [Salesforce Inc (CRM)](/topic/$crm) [Adobe, Inc. (ADBE)](/topic/$adbe) [S&P Global Inc (SPGI)](/topic/$spgi) [Moody's Corporation (MCO)](/topic/$mco) [Texas Roadhouse, Inc. (TXRH)](/topic/$txrh) [Arista Networks Inc (ANET)](/topic/$anet) [Monster Beverage Corp (MNST)](/topic/$mnst) [Interlay (INTR)](/topic/$intr) [Okta Inc (OKTA)](/topic/$okta) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Newmont Corporation (NEM)](/topic/$nem) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Novo-Nordisk (NVO)](/topic/$nvo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Zoetis Inc (ZTS)](/topic/$zts) [Figma, Inc. (FIG)](/topic/$fig)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@FluentInQuality I don't agree with "stellar earnings". First revenue growth is decelarating. If you strip out interest income revenue "only" grew 15%. The market now believes 20% growth is the ceilling and not the floor which warants a lower multiple"  
[X Link](https://x.com/Bia42175/status/2022288510208655756)  2026-02-13T12:35Z [---] followers, [--] engagements


"@QualityInvest5 $VEEV and cyber security companies"  
[X Link](https://x.com/Bia42175/status/2022691187270799397)  2026-02-14T15:15Z [---] followers, [----] engagements


"@QualityInvest5 Ahaha no but I see why you ask that. $CRM is horizontal software $VEEV is vertical software for life sciences. Some years ago Veeva ran its Vault platform on top of CRM but now they stopped using CRM and built their own. That's like 20% of revenue"  
[X Link](https://x.com/Bia42175/status/2022692491582148721)  2026-02-14T15:20Z [---] followers, [---] engagements


"@QualityInvest5 Most of $VEEV software is critical for life sciences workflows like clinical trials quality control.you cannot replace that over night"  
[X Link](https://x.com/Bia42175/status/2022692775863500922)  2026-02-14T15:21Z [---] followers, [---] engagements


"$ADYEN's chart is crazy 😯. However I believe it will see ATH in the next [--] years"  
[X Link](https://x.com/Bia42175/status/1994750443902152712)  2025-11-29T12:49Z [---] followers, [---] engagements


"If I had to choose [--] companies for the next [--] years from my portfolio it would be: $MELI $AMZN $NU $ADYEN and $SE Buying more of these on deep corrections is my focus. Companies I don't own but fit my criteria: $SHOP and $MSFT"  
[X Link](https://x.com/Bia42175/status/2000167953183146057)  2025-12-14T11:36Z [---] followers, [----] engagements


"@SixSigmaCapital $RBRK $VEEV"  
[X Link](https://x.com/Bia42175/status/2014470752460759333)  2026-01-22T22:50Z [---] followers, [---] engagements


"$VEEV and $RBRK. Not the cheapest names in software but the ones I like the best"  
[X Link](https://x.com/Bia42175/status/2015169735160123873)  2026-01-24T21:07Z [---] followers, [---] engagements


"Been buying $SE $RBRK and a bit of $FICO $NFLX and $ADYEN. Market can go a lot lower but fortunate to have more fire power on the side. Stock that I don't own and would like to at fair price: $SHOP. See some good prices on software such as $NOW but I think I will be out"  
[X Link](https://x.com/Bia42175/status/2017542980198875312)  2026-01-31T10:18Z [---] followers, [---] engagements


"I never look solely at forward PE or any other forward metric. I always care about revenue growth and prefer to buy accelerating top line at lower multiple even if that means leaving gains on the table while I wait for revenue to accelerate before buying. $NFLX $SE"  
[X Link](https://x.com/Bia42175/status/2017932731162767529)  2026-02-01T12:07Z [---] followers, [----] engagements


"Another example $FICO. Now revenue is accelerating (guide for 18%) and multiple is contracting. This is the ideal situation for me. Fingers crossed I can buy more $FICO under [--] forward PE while revenue is accelerating"  
[X Link](https://x.com/Bia42175/status/2017933647173607798)  2026-02-01T12:10Z [---] followers, [----] engagements


"Trickier situation. $FOUR looks very cheap but revenue is also decelerating quite a bit. Although I believe $FOUR revenue growth will stabilize this makes it a riskier investment"  
[X Link](https://x.com/Bia42175/status/2017934583740719516)  2026-02-01T12:14Z [---] followers, [---] engagements


"@TonandDK Yes my point is exactly that one. Unlike in [----] now $SE is accelerating revenue while share price is declining"  
[X Link](https://x.com/Bia42175/status/2018253952660210162)  2026-02-02T09:23Z [---] followers, [---] engagements


"@GabGrowth Well written Gab. You're one of the most reliable sources of info when it comes to $SE. I like the risk/reward that is why I've been adding. I'm European but I have family and friends buying from Tiktok and Facebook from influencer lives and the trend is growing a lot here"  
[X Link](https://x.com/Bia42175/status/2020166100617396673)  2026-02-07T16:01Z [---] followers, [---] engagements


"@QualityInvest5 @throwabull I still prefer $SHOP to those Aria. I agree $ADBE and $NOW appear more undervalued but I made a mistake in the past where on big drawdowns I preferred the cheaper business to the better business. $SHOP has been on my watchlist for long time and I think I will start a position"  
[X Link](https://x.com/Bia42175/status/2020170332293025864)  2026-02-07T16:18Z [---] followers, [---] engagements


"I'm a SWE I could easily code the tool I use to fill my taxes but I don't care. I pay [--] every year to use an online software that does for me. It works well so I don't bother. What I do care is to automate/solve problems things that are unsolved or don't work well"  
[X Link](https://x.com/Bia42175/status/2020613163474108556)  2026-02-08T21:38Z [---] followers, [---] engagements


"They need to have a very strong reason to. And cost is not enough reason imo. It's all about value always. $VEEV software is more expensive than competitors so why most customers still choose it"  
[X Link](https://x.com/Bia42175/status/2020614486651015523)  2026-02-08T21:43Z [---] followers, [--] engagements


"@ManuInvests I agree but if you have the data but you don't leverage it to improve your model you have nothing. What I mean is that having the data by itself is not enough. $SPGI $MCO $FICO need to catch up with technology. I'm sure they will they are the best positioned for it"  
[X Link](https://x.com/Bia42175/status/2022694312765788571)  2026-02-14T15:27Z [---] followers, [--] engagements


"@DWessel35 Also think Inpost's FCF will explode btw. Poland will start being a cash machine"  
[X Link](https://x.com/Bia42175/status/1911043002337841664)  2025-04-12T13:05Z [---] followers, [---] engagements


"3 stocks with a special place in my heart: $FTNT $LIFCO $TXRH"  
[X Link](https://x.com/Bia42175/status/1923443635535679609)  2025-05-16T18:21Z [---] followers, [---] engagements


"Niche businesses I like: $VEEV $IDXX $RBRK $INPST $DLO $KNSL"  
[X Link](https://x.com/Bia42175/status/1951694021966839977)  2025-08-02T17:18Z [---] followers, [---] engagements


"$ANET is so damn impressive. Too bad I can't get my head around it. Need to study more. Arista Networks $ANET Q2-25 Results: 📊 Adj. EPS: $0.73 🟢 💰 Revenue: $2.21B 🟢 📈 Net Income: $888.8M 🔎 Non-GAAP operating income topped $1B for the first time underscoring strong customer demand and scalability. https://t.co/0agw4tAwGa Arista Networks $ANET Q2-25 Results: 📊 Adj. EPS: $0.73 🟢 💰 Revenue: $2.21B 🟢 📈 Net Income: $888.8M 🔎 Non-GAAP operating income topped $1B for the first time underscoring strong customer demand and scalability. https://t.co/0agw4tAwGa"  
[X Link](https://x.com/Bia42175/status/1952832392592265479)  2025-08-05T20:41Z [---] followers, [---] engagements


"$IDXX is a very good company and is executing extremely well. However the multiple is getting steep again. Smaller position but will not sell unless multiple goes to [----] crazy levels again"  
[X Link](https://x.com/Bia42175/status/1985785089004093708)  2025-11-04T19:03Z [---] followers, [--] engagements


"My highest conviction stocks are the ones with the most durable growth: $MELI $AMZN $NU $ADYEN $DLO $SE"  
[X Link](https://x.com/Bia42175/status/1988686770587005089)  2025-11-12T19:14Z [---] followers, [---] engagements


"Although $MELI is my largest position I also hold $NU. People ask: Why not more Meli NU is different: their scalability efficiency and top-tier engineering team (100M users with few SREs) blow my mind. Looking at Revolut's traction here in Europe I'm even more bullish $NU"  
[X Link](https://x.com/Bia42175/status/1989704314646827123)  2025-11-15T14:37Z [---] followers, [---] engagements


"@FundasyInvestor I own $MELI and $NU and would love to own $SHOP. I think $SHOP can grow at high teens / 20s for very long time"  
[X Link](https://x.com/Bia42175/status/1990139302597058789)  2025-11-16T19:25Z [---] followers, [---] engagements


"@FundasyInvestor Tbh I regret not buying it in April 😅 but I'm sure won't fomo into it. Especially when I have $MELI and $SE at much more attractive valuation"  
[X Link](https://x.com/Bia42175/status/1990140044732989738)  2025-11-16T19:28Z [---] followers, [---] engagements


"Thoughts on $CELH Anyone has good written content on it Insiders are buying growing market share and revenue (much) faster than $MNST but with a smaller forward PE"  
[X Link](https://x.com/Bia42175/status/1991209194515550659)  2025-11-19T18:17Z [---] followers, [---] engagements


"@TinyTitansCap Same. Makes no sense 🤣 at least use P/OCF"  
[X Link](https://x.com/Bia42175/status/1991926119713698264)  2025-11-21T17:46Z [---] followers, [----] engagements


"$RBRK today reminds me a bit of $ZS in late [----] similar revenue scale growth and EV/Sales. From there $ZS returned +30% CAGR. Not saying $RBRK will do the same execution is 🔑. Will revisit this in [--] years"  
[X Link](https://x.com/Bia42175/status/1991990755133685795)  2025-11-21T22:03Z [---] followers, [---] engagements


"@TinyTitansCap Agree. I know you like $INTR but I would add $NU to that basket. I think $NU is different and will be really big even with Mercado Pago"  
[X Link](https://x.com/Bia42175/status/1992185884494504272)  2025-11-22T10:58Z [---] followers, [---] engagements


"@AretardInvestor $ZS was at [--] EV/Sales in [----]. $RBRK is at 12"  
[X Link](https://x.com/Bia42175/status/1992186650013671604)  2025-11-22T11:01Z [---] followers, [---] engagements


"@AretardInvestor Do you know what $OKTA does and their current revenue growth It's not a bad company but identity management is a tough cyber vertical much more commoditized and the switching costs are low. Companies in different stages imo. Not saying $RBRK is risk-free far from that"  
[X Link](https://x.com/Bia42175/status/1992223684426420453)  2025-11-22T13:28Z [---] followers, [---] engagements


"@the_zack_zhu I own both and I appreciate your posts. It makes me know more about the companies I own especially the bear case. I don't want to hear the bull case all the time. If well fundamented I welcome any readings talking about $MELI's weaknesses"  
[X Link](https://x.com/Bia42175/status/1992551364145098822)  2025-11-23T11:10Z [---] followers, [---] engagements


"Interesting how $INPSTs share price mirrors its operating margin. Market seems skeptical that expansion efforts will be accretive while maintaining the cash cow in Poland. I believe they ultimately pay off and the share price will follow. Still keeping a close 👀 on margins"  
[X Link](https://x.com/Bia42175/status/1992697073859448837)  2025-11-23T20:49Z [---] followers, [---] engagements


"@Alexand92792198 Yeah management said margins should rebound to pre-Yodel accquisition in [----]. Let's see"  
[X Link](https://x.com/Bia42175/status/1992708354033209567)  2025-11-23T21:34Z [---] followers, [--] engagements


"@qualtrim I wish he bought $MELI but I guess it's $META"  
[X Link](https://x.com/Bia42175/status/1992932534762852450)  2025-11-24T12:25Z [---] followers, [---] engagements


"@jakubhajost Yeah the numbers are noisy on surface. But looks quite good actually"  
[X Link](https://x.com/Bia42175/status/1993809282455027811)  2025-11-26T22:29Z [---] followers, [--] engagements


"Cybersecurity will benefit massively from AI it will be crazy. $PANW $RBRK $FTNT $ZS $CRWD"  
[X Link](https://x.com/Bia42175/status/1994013275042812013)  2025-11-27T11:59Z [---] followers, [---] engagements


"@Alexand92792198 Great ones too $NEM is actually quite interesting"  
[X Link](https://x.com/Bia42175/status/1994017134989459721)  2025-11-27T12:15Z [---] followers, [--] engagements


"I just prefer companies that grow organically and as a software engineer I admire Adyen's work"  
[X Link](https://x.com/Bia42175/status/1994017916778590601)  2025-11-27T12:18Z [---] followers, [---] engagements


"Guess the company 👀"  
[X Link](https://x.com/Bia42175/status/1994131757176860822)  2025-11-27T19:50Z [---] followers, [----] engagements


"I would argue it was easier to buy $AMD last April than in [----]. Both those times the forward PE was around the same. However in [----] AMD was out of a boom cycle and EPS was decreasing. In April [----] it was the opposite - EPS was increasing and revenue was accelerating"  
[X Link](https://x.com/Bia42175/status/1994135440065220695)  2025-11-27T20:05Z [---] followers, [---] engagements


"@TinyTitansCap I was reading about them yesterday night. So they are more focused in the Validation vertical. Veeva has a module for that inside Vault but Veeva is more complex (and expensive) so companies just looking for something very specialized may prefer a more niche solution"  
[X Link](https://x.com/Bia42175/status/1994316608785830142)  2025-11-28T08:05Z [---] followers, [--] engagements


"Investing since [----]. In my 20's goal is to invest mostly in companies with durable growth. $FOUR and $CELH are exceptions that I only make if risk vs reward is 👌 2024: $MELI $NU $AMZN $ADYEN $INPST $KNSL April 2025: $AMD $IDXX $RDDT $DLO $DUOL Recent: $FICO $TMDX $RBRK $SE"  
[X Link](https://x.com/Bia42175/status/1994864700262162893)  2025-11-29T20:23Z [---] followers, [----] engagements


"Also own options of a tech company that I work for. Biggest mistakes so far: selling my Google shares held since 2023; Not buying $SHOP in April 2025; Investing in companies where I did not trust management nor understood the indrustry (pharma): $ZTS and $NVO"  
[X Link](https://x.com/Bia42175/status/1994865480990085536)  2025-11-29T20:26Z [---] followers, [---] engagements


"More: waiting too long on $EVO (although I still like the company and will follow) but opportunity cost kills. Trying to diversify too much: I held $ASML and $AMD but I had much more conviction in AMD so I should have just put the money there"  
[X Link](https://x.com/Bia42175/status/1994866283096031246)  2025-11-29T20:29Z [---] followers, [---] engagements


"@smsutherland This is not percent invested but I understand what you mean. $FOUR is a good company but I don't see myself holding it for 2+ years because I prefer companies that grow organically. However I bought it because: [--]. Trust management [--]. Risk vs reward is very attractive imo"  
[X Link](https://x.com/Bia42175/status/1994876647334441426)  2025-11-29T21:10Z [---] followers, [---] engagements


"@realroseceline So it would be interesting to see how much of Dlocal's growth will come from existing customers vs new ones that want to enter on EM"  
[X Link](https://x.com/Bia42175/status/1994881874049863721)  2025-11-29T21:31Z [---] followers, [---] engagements


"One thing I appreciate about $DUOL earnings calls is that they don't do long intros where the CEO and CFO basically say stuff that everyone can read on the report/prepared remarks. They go straight to questions. $RBRK's earnings call was [--] min of intro and [--] min of questions"  
[X Link](https://x.com/Bia42175/status/1996998770395853083)  2025-12-05T17:43Z [---] followers, [---] engagements


"Companies like $DLO $RDDT and $RBRK can give me great reward if the thesis plays out fairly. However I keep thinking that $MELI and $SE offer the best risk-adjusted returns"  
[X Link](https://x.com/Bia42175/status/1997375941408878867)  2025-12-06T18:41Z [---] followers, [---] engagements


"$SE selling off for no aparent reason.I like it 👌"  
[X Link](https://x.com/Bia42175/status/1998066769861181716)  2025-12-08T16:26Z [---] followers, [---] engagements


"@CapexAndChill Agree. Keep an eye on it but need a bigger drop to justify buying it when I have $SE and $MELI selling off hard"  
[X Link](https://x.com/Bia42175/status/1998880040004759560)  2025-12-10T22:18Z [---] followers, [---] engagements


"@CapexAndChill Do you think $NU may want to expand to Europe in the future Revolut has huge success here incumbent banks are afraid of it. I use it everyday the only thing that is missing it's offering house loans"  
[X Link](https://x.com/Bia42175/status/1999420549605257238)  2025-12-12T10:06Z [---] followers, [---] engagements


"$FIG is interesting. Know a lot of designers that talk wonders about it. Seems to be well managed too. But [--] forward EV/Sales is still expensive for me (unless estimates are widely off). $RBRK and $RDDT are growing similarly and I bought them at much lower valuation than that"  
[X Link](https://x.com/Bia42175/status/1999463865625772149)  2025-12-12T12:58Z [---] followers, [---] engagements


"@gainify_io 20s"  
[X Link](https://x.com/Bia42175/status/1999464704922783898)  2025-12-12T13:01Z [---] followers, [---] engagements


"@CapexAndChill Thanks You post amazing content on $MELI and $NU 💪"  
[X Link](https://x.com/Bia42175/status/2000317039576281378)  2025-12-14T21:28Z [---] followers, [---] engagements


"@Venu_7_ $MELI $NU and $SE"  
[X Link](https://x.com/Bia42175/status/2004309626742006093)  2025-12-25T21:53Z [---] followers, [---] engagements


"@Fred_Abyss What are your thoughts on the rise of mobile phone gaming And Netflix's investments in it People spend a lot of time on their phones and hardware is increasingly more capable. I know Nintendo has a unique IP but should take into consideration the rise of mobile gaming"  
[X Link](https://x.com/Bia42175/status/2004599794694770857)  2025-12-26T17:06Z [---] followers, [--] engagements


"@CapexAndChill "The biggest position should not be the one with highest upside but with the lowest downside""  
[X Link](https://x.com/Bia42175/status/2004666611308040343)  2025-12-26T21:32Z [---] followers, [---] engagements


"I think $SE will reach new ATH in less than 3Y. Even if it does it in 5Y it's still a double"  
[X Link](https://x.com/Bia42175/status/2004864170890760256)  2025-12-27T10:37Z [---] followers, [---] engagements


"@karthikponna19 VSCode Github/Gitlab DBeaver/Mongo Compass Brave/Chrome Jira Iterm2"  
[X Link](https://x.com/Bia42175/status/2004992145883873693)  2025-12-27T19:05Z [---] followers, [--] engagements


"How do you see the impact of agentic commerce on marketplaces like $AMZN and $MELI The APIs are the same but I see more and more User Interfaces being bypassed. You can speak to an AI ask it to compare products show you the reviews and buy directly from there"  
[X Link](https://x.com/Bia42175/status/2005034258856116487)  2025-12-27T21:53Z [---] followers, [---] engagements


"You will still use $AMZN APIs to buy obviously but not through the UI. What happens to Ads Also since AI can easily compare prices some person used to go to Amazon app may not go because the AI found better price somewhere else"  
[X Link](https://x.com/Bia42175/status/2005035034672288025)  2025-12-27T21:56Z [---] followers, [---] engagements


"I'm lazy and I don't like to install multiple apps to buy stuff or create accounts in different places. What if I could buy from anywhere simply by talking to an AI tell it my address card details for payment and that's it"  
[X Link](https://x.com/Bia42175/status/2005035861688099325)  2025-12-27T21:59Z [---] followers, [---] engagements


"@Alexand92792198 This worries me a bit because it's very unknown. For me clicking through an UI needing to create an account to shop something online.idk I see it changing a lot. And what we don't know is risk"  
[X Link](https://x.com/Bia42175/status/2005037418379141486)  2025-12-27T22:05Z [---] followers, [--] engagements


"@QualityInvest5 If $DUOL achieves that mark I will be very happy. I don't bet against Luis but we will see. But $MELI's execution is something that should be really studied. I don't trust any management team more than them"  
[X Link](https://x.com/Bia42175/status/2005208057199165690)  2025-12-28T09:23Z [---] followers, [---] engagements


"@CMDarnton0 @grok is this Antonio"  
[X Link](https://x.com/Bia42175/status/2005388203143086408)  2025-12-28T21:19Z [---] followers, [--] engagements


"@bdinvestingg 🤣"  
[X Link](https://x.com/Bia42175/status/2005388605733380338)  2025-12-28T21:21Z [---] followers, [---] engagements


"I believe $NFLX will be a 1T market cap company in the next 5/6 years. Let's see 🍿🎥"  
[X Link](https://x.com/Bia42175/status/2006028844235362747)  2025-12-30T15:45Z [---] followers, [----] engagements


"@LatticeInvestor @CapexAndChill I have some friends that quit Prime or HBO for saving money but not their Neflix 🤣"  
[X Link](https://x.com/Bia42175/status/2006038081749602724)  2025-12-30T16:22Z [---] followers, [--] engagements


"@CapexAndChill Neflix's has been ahead of the curve multiple times. I listened to this podcast with Reed it is quite good. https://www.youtube.com/watchv=2ES_G88EG8Y&t=2268s https://www.youtube.com/watchv=2ES_G88EG8Y&t=2268s"  
[X Link](https://x.com/Bia42175/status/2008244544903737542)  2026-01-05T18:29Z [---] followers, [---] engagements


"The most attractively priced stock in my portfolio is $SE imo. I believe it will reach ATH in the next 3-5 years if execution keeps up"  
[X Link](https://x.com/Bia42175/status/2010061780740124939)  2026-01-10T18:50Z [---] followers, [---] engagements


"@SynthPotato The ones I enjoyed playing the most: [--]. The Witcher [--] [--]. Red Dead Redemption 1/2 [--]. Uncharted (all of them) [--]. Assassin's Creed [--] [--]. Assassin's Creed Black Flag [--]. GTA San Andreas [--]. GTA IV [--]. GTA Vice City [--]. The Last of Us [--]. Lara Croft Tomb Raider"  
[X Link](https://x.com/Bia42175/status/2010302722755711231)  2026-01-11T10:48Z [---] followers, [---] engagements


"@Brian_Stoffel_ $SE"  
[X Link](https://x.com/Bia42175/status/2012227787235471860)  2026-01-16T18:17Z [---] followers, [----] engagements


"Crazy that SPY is at ATH when I see great deals out there. $SE $RBRK $NFLX $META even $MSFT and other software stocks. But at the same time I think about what happens if/when SPY starts to show weakness too"  
[X Link](https://x.com/Bia42175/status/2012270928072257606)  2026-01-16T21:09Z [---] followers, [---] engagements


"@wolfofharcourt For me that's one of the most difficult to do. I've been trying to focus on revenue growth for me it's a core driver of the thesis. Give you $EVO has example. Valuation was becoming cheaper and cheaper but revenue growth was decelerating sharply"  
[X Link](https://x.com/Bia42175/status/2012522840084357193)  2026-01-17T13:50Z [---] followers, [---] engagements


"@wolfofharcourt I'm trying to be more demanding regarding revenue growth. Not very interested in companies that cannot sustain at least 10% top line growth"  
[X Link](https://x.com/Bia42175/status/2012523095282618445)  2026-01-17T13:51Z [---] followers, [---] engagements


"$NFLX has one of the best engineering teams in the world. If there is any team that can pull off Warner Bros systems' integration in the smoothest way possible is Neflix's. One of my favorite tech stories is how Netflix rebuilt itself on AWS. Netflix didnt just move to the cloud. They deliberately broke their own monolith into hundreds of services while they were still serving millions of users. Instead of pretending failures wouldnt happen they One of my favorite tech stories is how Netflix rebuilt itself on AWS. Netflix didnt just move to the cloud. They deliberately broke their own"  
[X Link](https://x.com/Bia42175/status/2013657004699455889)  2026-01-20T16:56Z [---] followers, [---] engagements


"@QualityInvest5 Same $SHOP and $NFLX"  
[X Link](https://x.com/Bia42175/status/2013905230723788968)  2026-01-21T09:23Z [---] followers, [---] engagements


"$SE $RBRK $NFLX $FICO my order of buying lately"  
[X Link](https://x.com/Bia42175/status/2014465813722382484)  2026-01-22T22:30Z [---] followers, [---] engagements


"Idexx $IDXX is a great company. I just wish its multiple didn't move so crazy I would build a larger position. In the last 10Y it only traded with a forward PE of [--] in [--] occasions (one of them was last April where I bought). Most of the time the PE is around 45-50 crazy"  
[X Link](https://x.com/Bia42175/status/1990138679956836597)  2025-11-16T19:23Z [---] followers, [---] engagements


"$IDXX being my best performer YTD with 85% return is crazy especially considering weak vet visits. InVue and Cancer DX inovations have been exceptional and are leading to big increase in consumables revenue. Business is doing great but valuation is stretched again"  
[X Link](https://x.com/Bia42175/status/1993812704700846411)  2025-11-26T22:42Z [---] followers, [---] engagements


"One great company I know quite well - $VEEV. Not without risks (AI in some segments). Valuation got really crazy in 2021"  
[X Link](https://x.com/Bia42175/status/1994138050402951382)  2025-11-27T20:15Z [---] followers, [----] engagements


"@TheLongInvest $SE"  
[X Link](https://x.com/Bia42175/status/2015133734119383339)  2026-01-24T18:44Z [---] followers, [---] engagements


"@QualityInvest5 I think it's cheaper than Mastercard adjusting for the growth"  
[X Link](https://x.com/Bia42175/status/2016548996915876195)  2026-01-28T16:28Z [---] followers, [---] engagements


"@themattharbaugh I feel you because I own $QLYS and $FTNT. Also I own $DNP.WA which jumped 14%. $MELI on the other hand dropped heavy yesterday and I bought more 👀"  
[X Link](https://x.com/Bia42175/status/1855013967845884037)  2024-11-08T22:26Z [---] followers, [---] engagements


"$MELI $KNSL $IDXX $ADYEN and $EVO (what a shock 🤣) are my best performing stocks YTD. Let's see how it ends ($EVO will be top performing 👀). Jokes aside I think all of them will be good [--] years from now"  
[X Link](https://x.com/Bia42175/status/1914732445070495753)  2025-04-22T17:26Z [---] followers, [----] engagements


"@wolfofharcourt 15%. Portfolio is doing good so I don't see huge value. But I would say $ASML $NU and $INPST are at decent price. Wish $MELI and $ADYEN to drop more. $EVO won't buy more for now. For new stocks $CPRT is interesting but still not there"  
[X Link](https://x.com/Bia42175/status/1936028154453172642)  2025-06-20T11:47Z [---] followers, [---] engagements


"Everyone talks about $ASML but I believe $ADYEN and $RMS are the best European companies"  
[X Link](https://x.com/Bia42175/status/1994016009221505255)  2025-11-27T12:10Z [---] followers, [---] engagements


"$KNSL is looking interesting too. However I try to be cautious buying when growth rates are decelerating I don't just look at the PE ratio. Looking to add more especially in low 300's but pacing myself. $SE on my view offers better deal for my money at the moment"  
[X Link](https://x.com/Bia42175/status/1998361490487918921)  2025-12-09T11:58Z [---] followers, [---] engagements


"Which stock for you was the bigger deal in [----] I would say $NU at 9$"  
[X Link](https://x.com/Bia42175/status/2004143566004933035)  2025-12-25T10:53Z [---] followers, [---] engagements


"@Quality_stocksA $VEEV"  
[X Link](https://x.com/Bia42175/status/2011555441348956254)  2026-01-14T21:46Z [---] followers, [---] engagements


"@FluentInQuality Listen to earnings calls in the last year. Over-promise and then under-deliver communication was not good. That does not mean they cannot improve but I think that is one of the reasons the stock underperformed. And also one of the reasons I prefer Idexx $IDXX"  
[X Link](https://x.com/Bia42175/status/2016199183816966474)  2026-01-27T17:18Z [---] followers, [--] engagements


"@TinyTitansCap $MELI and $SE 🤌"  
[X Link](https://x.com/Bia42175/status/2017998316374548675)  2026-02-01T16:27Z [---] followers, [---] engagements


"$ADYEN's investor day was great. Lots of deep insights. I enjoy these much more than listening to earnings calls. Adyen $ADYEN investor day: For me Adyen is a company that ticks as lot of the boxes of a business you want to invest in. ✅ Owner-operated business with down to earth leader ✅ Product and customer focus ✅ High adaptability ✅ Attractive growth sector ✅ Capital light Adyen $ADYEN investor day: For me Adyen is a company that ticks as lot of the boxes of a business you want to invest in. ✅ Owner-operated business with down to earth leader ✅ Product and customer focus ✅ High"  
[X Link](https://x.com/Bia42175/status/1988692161286795418)  2025-11-12T19:35Z [---] followers, [---] engagements


"Nice deep dive from @DutchInvestors on $ADYEN As Ethan said recently payments is not a commodity if complexity increases. If the problem you're trying to solve is easy you have no edge. But as complexity increases Adyen needs to continue inovating. https://youtu.be/rmfz3p5wMqMsi=0SUa_8Rqwh2CIj_p https://youtu.be/rmfz3p5wMqMsi=0SUa_8Rqwh2CIj_p"  
[X Link](https://x.com/Bia42175/status/1994166756168843322)  2025-11-27T22:09Z [---] followers, [---] engagements


"@smsutherland All in all $ADYEN is the best payments company in the world. But that does not mean it will be the best investment. At 10$ $DLO offered a very attractive risk vs reward"  
[X Link](https://x.com/Bia42175/status/1994876999362605159)  2025-11-29T21:11Z [---] followers, [---] engagements


"@realroseceline It makes sense thanks. One thing I found interesting while reading about $ADYEN and transitioning that to Dlocal is: a lot of merchants like Amazon use several providers and Adyen's priority is to gain more wallet share across existing merchants rather than onboarding new ones"  
[X Link](https://x.com/Bia42175/status/1994880909187645755)  2025-11-29T21:27Z [---] followers, [---] engagements


"$MA has less risk and it's less volatile but I think $ADYEN will outperform it from here. Let's see in [--] years how this aged. 😂"  
[X Link](https://x.com/Bia42175/status/1997308216418427156)  2025-12-06T14:12Z [---] followers, [---] engagements

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