#  @TonandDK Tobias Andersen Tobias Andersen posts on X about $se, $meli, $pdd, $msft the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::4342528937/interactions)  - [--] Week [-----] -32% - [--] Month [------] +381% - [--] Months [------] +370% ### Mentions: [--] [#](/creator/twitter::4342528937/posts_active)  - [--] Months [--] +24% ### Followers: [------] [#](/creator/twitter::4342528937/followers)  - [--] Week [--] +1% - [--] Month [--] -1% - [--] Months [--] +27% ### CreatorRank: [---------] [#](/creator/twitter::4342528937/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [currencies](/list/currencies) [social networks](/list/social-networks) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [fashion brands](/list/fashion-brands) **Social topic influence** [$se](/topic/$se) #22, [$meli](/topic/$meli), [$pdd](/topic/$pdd), [$msft](/topic/$msft) #297, [market](/topic/market), [share](/topic/share), [$nvo](/topic/$nvo), [tiktok](/topic/tiktok), [$googl](/topic/$googl), [market cap](/topic/market-cap) #551 **Top accounts mentioned or mentioned by** [@investseekers](/creator/undefined) [@aktieuniverset](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@capexandchill](/creator/undefined) [@thezackzhu](/creator/undefined) [@richardwedekin1](/creator/undefined) [@gabgrowth](/creator/undefined) [@qualityinvest5](/creator/undefined) [@bia42175](/creator/undefined) [@jesperbaek](/creator/undefined) [@pernordnet](/creator/undefined) [@irnestkaplan](/creator/undefined) [@europeandgi](/creator/undefined) [@fromvalue](/creator/undefined) [@uber](/creator/undefined) [@hoppingfreights](/creator/undefined) [@fiscalai](/creator/undefined) [@venu7](/creator/undefined) [@nataninvesting](/creator/undefined) [@equitybrian](/creator/undefined) **Top assets mentioned** [Sea Limited (SE)](/topic/$se) [MercadoLibre Inc (MELI)](/topic/$meli) [Microsoft Corp. (MSFT)](/topic/$msft) [Novo-Nordisk (NVO)](/topic/$nvo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Metadium (META)](/topic/$meta) [Costco Hot Dog (COST)](/topic/$cost) [Walmart, Inc. (WMT)](/topic/$wmt) [Alibaba Group (BABA)](/topic/$baba) [Eli Lilly and Company (LLY)](/topic/$lly) [Mastercard, Inc. (MA)](/topic/$ma) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Adobe, Inc. (ADBE)](/topic/$adbe) [Tesla, Inc. (TSLA)](/topic/$tsla) [Costco Wholesale Corporation (COST)](/topic/costco) [Intuit Inc. (INTU)](/topic/$intu) ### Top Social Posts Top posts by engagements in the last [--] hours "@investseekers My biggest worry is expiring patent in [----]. They may increase sales and revenue the next [--] years without a significant increase in share price because of upcoming expiration of patent. As we have seen with Genmab. Thoughts on that" [X Link](https://x.com/TonandDK/status/1907374299096207499) 2025-04-02T10:07Z [--] followers, [---] engagements "$NVO in a perfect storm. Earnings the [--]. of may. Will Wegovy sales continue to increase despite of the more effective Tirzapatide on market One interesting slide to look for. Could get ugly if continued downtrend" [X Link](https://x.com/TonandDK/status/1916411640234361183) 2025-04-27T08:38Z [--] followers, [--] engagements "@RichardWedekin1 I would disregard 2021-2024 because of abnormality in earnings. A conservative approach: $NVO is expected to go back to earnings similar to 2010-2020. In those years they had a mean forward P/E of [----]. Hence they need a 14% increase in net income to stay at mean valuation" [X Link](https://x.com/TonandDK/status/1916772008068616544) 2025-04-28T08:30Z [--] followers, [--] engagements "@RichardWedekin1 In my opinion the real battle after [----] will be between Cagrisema and Retatutride. $NVO has an oral drug with similar results. Market focuses too much on percentage weight loss. Clinical trials see continued weight loss at end. Slower weight loss may be good (muscle mass)" [X Link](https://x.com/TonandDK/status/1916773946436751580) 2025-04-28T08:38Z [--] followers, [---] engagements "@investseekers I hope this will stop the bleed. Seems like Q1 of NVO will be bad. If my calculations from LLY Q1 NBRx of Wegovy is crashing to near zero" [X Link](https://x.com/TonandDK/status/1917995189311844527) 2025-05-01T17:31Z [--] followers, [---] engagements "@investseekers Data from $NVO presentation in Q4 shows TRx of 204.000" [X Link](https://x.com/TonandDK/status/1918005133654499791) 2025-05-01T18:10Z [--] followers, [---] engagements "$NVO Q1 predictions from $LLY earnings. Tirzapatide reaching 58% market share. TRx for the market reaching [-------]. Rough mat means TRx for Wegovy is [-------] in Q1 which is almost unchanged since mid [----]. May be priced in though. @aktieuniverset" [X Link](https://x.com/TonandDK/status/1918200362726543386) 2025-05-02T07:06Z [--] followers, [----] engagements "Wegovy patents will be the first to expire. $NVO said on recent investor call that they are preparing to compete with generic competitors (i.e. lower price) This will affect all players in the market. Good luck to new entrants (roche etc) to compete on price. @aktieuniverset" [X Link](https://x.com/TonandDK/status/1918202865530880302) 2025-05-02T07:16Z [--] followers, [---] engagements "@jesper_baek @aktieuniverset My thesis is that $LLY is having a better product for same/cheaper price. Hopefully recent announced partnerships will help on short term but the game will not change fundamentally before Cagrisema is on market" [X Link](https://x.com/TonandDK/status/1921072558985691399) 2025-05-10T05:19Z [--] followers, [--] engagements "Do $MELI and $SE report GMV differently In [----] $SE reported [---] billion USD in GMV while $MELI only reported [--] billion USD. Are they comparable" [X Link](https://x.com/TonandDK/status/1923091374229848101) 2025-05-15T19:01Z [--] followers, [---] engagements "@GabGrowth Do you know if $MELI and $SE report GMV differently In [----] $SE reported [---] billion USD while $MELI reported [--] billion. Am I missing something" [X Link](https://x.com/TonandDK/status/1923091943996731446) 2025-05-15T19:03Z [--] followers, [---] engagements "$SE Good fundamentals. Second quarter of profitability in all [--] segments on GAAP numbers. Margin expansion for financial services and e-commerce. 50% increase in bookings in the gaming devision why we'll see improved metrics here as well during the next [--] months" [X Link](https://x.com/TonandDK/status/1924180331734700511) 2025-05-18T19:08Z [--] followers, [---] engagements "$NVO back on track Danish export of goods and services to the US. Green = services Light blue = goods which does not cross borders Dark blue = goods that cross borders. 21% increase in export to U.S. in april. Primarily driven by goods not crossing borders (not front loading)" [X Link](https://x.com/TonandDK/status/1930911469941502026) 2025-06-06T08:55Z [--] followers, [--] engagements "@PerNordnet Er det en form for front loading eller tegn p Novo come back" [X Link](https://x.com/TonandDK/status/1930912132855439646) 2025-06-06T08:58Z [--] followers, [---] engagements "@IrnestKaplan @European_DGI Traditionel LLM is so yesterday" [X Link](https://x.com/TonandDK/status/1937745318726021450) 2025-06-25T05:31Z [--] followers, [--] engagements "@joecarlsonshow The antitrust case with DOJ is also contributing to $GOOGL selling at a discount. There should be news on this subject in august. Do you know if we can expect a final decision on the matter in august" [X Link](https://x.com/TonandDK/status/1948653988108226812) 2025-07-25T07:58Z [--] followers, [--] engagements "@joecarlsonshow ADBE products are the "industry standard". You would never get a job in the digital creative space if you don't know how to use their products. That is a moat. AND you don't have to worry about copyright using their Generative AI which is a MUST when dealing with clients" [X Link](https://x.com/TonandDK/status/1967135943183527971) 2025-09-14T07:58Z [--] followers, [---] engagements "$PDD Q2 earningscall "We do not believe this quarter's profit level are sustainable and fluctuations in profitability is likely to continue in the coming quarters."" [X Link](https://x.com/TonandDK/status/1969631797991362982) 2025-09-21T05:16Z [--] followers, [--] engagements "@FromValue $NVO at this price" [X Link](https://x.com/TonandDK/status/1891464747519807853) 2025-02-17T12:28Z [--] followers, [---] engagements "$pdd CEO talking about taking a greater social responsibility reminds me of the China tech crackdown in [----]. Would love to know what Li Lu has seen with his [--] pct position" [X Link](https://x.com/TonandDK/status/1990837809905627366) 2025-11-18T17:41Z [--] followers, [--] engagements "$SE expected revenue by segment for full year 2025" [X Link](https://x.com/TonandDK/status/1992666300037189668) 2025-11-23T18:47Z [--] followers, [----] engagements "$SE's expected GMV for full year [----] is above [---] billion USD while $MELI expects about [--] billion USD. In Q3 $SE grew about half of $MELI's total GMV in just one quarter. $SE's market cap is [--] billion USD while $MELI is [---]. One is mispriced. Maybe both" [X Link](https://x.com/TonandDK/status/1992702353724875044) 2025-11-23T21:10Z [--] followers, [---] engagements "@CapexAndChill Great thread" [X Link](https://x.com/TonandDK/status/1992880075923222919) 2025-11-24T08:56Z [--] followers, [--] engagements "@CapexAndChill Have a large $SE holding but i do agree that there is room for both. $MELI mgt is doing great" [X Link](https://x.com/TonandDK/status/1992880799486734821) 2025-11-24T08:59Z [--] followers, [---] engagements "$NVO With a forward p/e below [--] most bad scenarios is likely priced in. Nevertheless pharma is in my "too hard" bucket for good. A lucrative market but with too many players patent expirations and doubtful moats. Good for patients though" [X Link](https://x.com/TonandDK/status/1993223996649730268) 2025-11-25T07:43Z [--] followers, [---] engagements "$SE. To learn about Shopee you should study $PDD. Compared to $AMZN and $MELI Shopees strategy is more similar to Pinduoduos strategy in China which was originally more social focused and encouraged user engagement" [X Link](https://x.com/TonandDK/status/1993252147455312026) 2025-11-25T09:35Z [--] followers, [---] engagements "$SE playing the $PDD game in new markets. First stage is offering cheaper goods than competitors. Second stage is to increase time spend on platform by gamification and "community-feeling"" [X Link](https://x.com/TonandDK/status/1995768951507222659) 2025-12-02T08:16Z [--] followers, [---] engagements "$SE $MELI Can't decide on the risk of TikTok shop (TTS) disrupting these companies. No doubt TTS will have enormous succes in most markets. But will there be room for more traditional (search based) marketplaces as well My take is yes. Glad to hear anyones thoughts" [X Link](https://x.com/TonandDK/status/1995770645834047947) 2025-12-02T08:22Z [---] followers, [---] engagements "@joecarlsonshow $SE $GOOGL $ASML. Recently been building a position in $MELI. Much smaller portfolio and currently a small part of my total worth why I accept the volatility. Will try to make Stalwarts a larger part of the portfolio over time as the portfolio growths. I do enjoy your content" [X Link](https://x.com/TonandDK/status/1996510927412461671) 2025-12-04T09:24Z [--] followers, [---] engagements "$SE now has 50% upside to analyst's average price target for no obvious reason. Trades at a p/s of [--] and growing 35% in revenue. $GRAB sells for [---] in p/s and grows about 17% a year" [X Link](https://x.com/TonandDK/status/1998102537820356754) 2025-12-08T18:49Z [--] followers, [---] engagements "$SE trades at april low on a P/S and P/OCF basis. Trades 50% below average analyst's price target. My top pick for 2026" [X Link](https://x.com/TonandDK/status/1998704467332456449) 2025-12-10T10:40Z [---] followers, [----] engagements "1/ $SE. Dilution is finally over. Expiration of the [----] convertible senior notes have been transacted resulting in issuance of [----] mil shares from sep to dec [----]. This may actually be part of the overselling in year end The GOOD NEWS (continues)" [X Link](https://x.com/TonandDK/status/1999088787201409233) 2025-12-11T12:08Z [---] followers, [---] engagements "2/ Mgmt has hedged against this with a cap call of [------] USD per share and is refunded this amount in cash/ADR's. The rest (from [------] to price at issuance) ends in dilution of shares resulting in about 0.5% dilution (share price [---] ish)" [X Link](https://x.com/TonandDK/status/1999088789072072720) 2025-12-11T12:08Z [--] followers, [---] engagements "Congrats to @CapexAndChill. A little star-struck We agree on @Uber. A well articulated bull thesis on the key issues. We agree on @Uber. A well articulated bull thesis on the key issues" [X Link](https://x.com/TonandDK/status/2000568800299892929) 2025-12-15T14:09Z [---] followers, [---] engagements "@Hoppingfreights @fiscal_ai Agree. Very clear that investors have gone from valuating on p/s to now FCF as they went profitable. They are just not optimized for earnings but for growth" [X Link](https://x.com/TonandDK/status/2000822092896592122) 2025-12-16T06:55Z [---] followers, [---] engagements "$SE. Assuming a 15% FCF margin when mature and a discount rate of 10% todays price of [---] $/share expects growth of about 8% annually the next [--] years" [X Link](https://x.com/TonandDK/status/2001038521612603513) 2025-12-16T21:15Z [--] followers, [---] engagements "@the_zack_zhu @Venu_7_ I hope but not sure. $PDD is still not appreciated/understood by many" [X Link](https://x.com/TonandDK/status/2001164377349599331) 2025-12-17T05:35Z [--] followers, [---] engagements "@GabGrowth $SE: Tiktok will compete aggressively leading to thin margins" [X Link](https://x.com/TonandDK/status/2001295942117462173) 2025-12-17T14:18Z [---] followers, [---] engagements "That $UBER will be the aggregater or AV's is plausible. But the transition to AV's may change their current two-sided Network effect (millions of drivers/millions of riders) to be more like a one-sided Network effect (20 ish AV companies/millions of riders). 1/ The primary bear case against $UBER is summarized in two words: AV disruption. Investors fear that AVs will crush Uber's 30% take rate destroying profitability. I disagree. In fact I believe an estimated 20% AV take rate is a massive tailwind. Here is the math. 🧵 https://t.co/Uj1vVw04qk 1/ The primary bear case against $UBER is" [X Link](https://x.com/TonandDK/status/2003746965151186985) 2025-12-24T08:37Z [---] followers, [--] engagements "$UBER Q3 [----]. The shift to adjusted EPS confirms mgmt's intend to keep SBC and dilution stable going foreward" [X Link](https://x.com/TonandDK/status/2004479209620541920) 2025-12-26T09:07Z [---] followers, [--] engagements "@nataninvesting Regarding $PDD. What are your thoughts on being able to "track" the company Very sparse ER mgmt is super secretive HQ in Ireland and not even China I could continue on and on" [X Link](https://x.com/TonandDK/status/2011829472593391835) 2026-01-15T15:54Z [--] followers, [---] engagements "$ADBE Mgmt is very excited about the business on calls. Meanwhile" [X Link](https://x.com/TonandDK/status/2014377826019889597) 2026-01-22T16:41Z [--] followers, [---] engagements "@the_zack_zhu Insane. Looking forward to $SE earnings" [X Link](https://x.com/TonandDK/status/2014432306283340128) 2026-01-22T20:17Z [--] followers, [---] engagements "$AMZN and $MA looks interesting. Not high flying stocks but just quality at a fair price" [X Link](https://x.com/TonandDK/status/2016445100117590331) 2026-01-28T09:35Z [--] followers, [--] engagements "@EquityBrian I do agree. On the other hand monopolistic companies are often secretive and will prefer to stay out of focus from government/competitors. $PDD really isn't an ordinary company. They probably do focus on the long term and don't care about the stock sentiment" [X Link](https://x.com/TonandDK/status/2015130182256898145) 2026-01-24T18:30Z [--] followers, [---] engagements "$PDD. TEMU topping MAU growth. Insane. Based solely in Latin America yet $MELI is top [--] in global downloads top [--] in global monthly active users and top [--] in global monthly active users growth for [----] (data until October). Impressive to see. Can't wait to see these holiday sales. https://t.co/J4GjhAwIWw Based solely in Latin America yet $MELI is top [--] in global downloads top [--] in global monthly active users and top [--] in global monthly active users growth for [----] (data until October). Impressive to see. Can't wait to see these holiday sales. https://t.co/J4GjhAwIWw" [X Link](https://x.com/TonandDK/status/2016424223623766502) 2026-01-28T08:12Z [--] followers, [---] engagements "$MA and $GOOGL are both trading at about [--] EV/OCF AND growing about the same on a per share basis. While $GOOGL is valued 60% higher than historical median (since 2015) $MA is trading near the same low valuation as in [----] and 30% below it's historical median" [X Link](https://x.com/TonandDK/status/2016589835255853300) 2026-01-28T19:10Z [--] followers, [--] engagements "@marc_slans It is. I think. Overseen last year and recently selling off bc of cap cut. US Payments is about 38% of payment business which is about 60% of revenue. So worst case about 25% of the business can lose momentum in the short term" [X Link](https://x.com/TonandDK/status/2016959732049723614) 2026-01-29T19:40Z [--] followers, [---] engagements "Many are questioning why $AMZN stock has not returned more the past [--] years. Mostly comes down to a rerating after decelerating growth. Unless growth speeds up or margins improve it will not go back to previous higher valuations but stay around [--] EV/OCF" [X Link](https://x.com/TonandDK/status/2017155916815126885) 2026-01-30T08:40Z [--] followers, [--] engagements "$GOOGL. I really like the company but since I bought it [--] months ago I've had the returns I hoped I would get in 3-5 years. At this point I find better alternatives. This valuation will be hard to maintain if growth does not accelerate alot" [X Link](https://x.com/TonandDK/status/2017157908589404412) 2026-01-30T08:48Z [--] followers, [--] engagements "$SE. I wonder when we will see the rerating of this stock which should follow the revenue per share growth rate. Waiting patiently for Mr. Market to realize" [X Link](https://x.com/TonandDK/status/2017161404344619467) 2026-01-30T09:02Z [--] followers, [--] engagements "$TSLA. I don't question the company but i question the stock. You might as well buy a lottery coupon. Same odds of returns" [X Link](https://x.com/TonandDK/status/2017170826362007649) 2026-01-30T09:39Z [--] followers, [--] engagements "$MSFT. Trading at april lows and 10% away from COVID and '22 lows. Current worries about concentration risk on OpenAI is most likely noise" [X Link](https://x.com/TonandDK/status/2017173895090995221) 2026-01-30T09:51Z [--] followers, [--] engagements "$SE. While we wait for Mr. Market price it correctly this interview with Forrest Li deserves a rewatch. https://www.youtube.com/watchv=6FTdUO8D20o https://www.youtube.com/watchv=6FTdUO8D20o" [X Link](https://x.com/TonandDK/status/2017316705651786101) 2026-01-30T19:19Z [--] followers, [---] engagements "$SE. If growth rate and margins does not deteriorate significantly. The stock will follow the revenue growth rate. So 30% returns this year is not unrealistic. Definitely market beating" [X Link](https://x.com/TonandDK/status/2017501524318908801) 2026-01-31T07:33Z [--] followers, [---] engagements "$PDD case. Temu is the fastest growing e-commerce platform in the world next after TikTok shop. Assuming a 20% FCF margin (historically at 30%) it only have to grow 5% annually using a discount rate of 12%. This is not including it's [--] billion USD in net assets" [X Link](https://x.com/TonandDK/status/2017544196148600973) 2026-01-31T10:23Z [--] followers, [---] engagements "$PDD Q3 [----] earnings call with Co-CEO Lei Chen: "It is with our firm commitment to high-quality development we embark on the next decade towards our vision of Costco plus Disney." 😆" [X Link](https://x.com/TonandDK/status/2017557615631389103) 2026-01-31T11:16Z [--] followers, [---] engagements "$MELI. Assuming a 15% OCF margin (currently 37% but inflated bc of pago) current price expects MELI to grow revenue less than 11% annually. Last quarter they grew 38%. E-commerce in Latin America is expected to grow 12%-18% through [----]. Just have to maintain it's market share" [X Link](https://x.com/TonandDK/status/2017875617065165109) 2026-02-01T08:20Z [--] followers, [--] engagements "$MSFT. Operating cash flow margins are going crazy" [X Link](https://x.com/anyuser/status/2018432852245823593) 2026-02-02T21:14Z [--] followers, [---] engagements "$SE sell off is serious and mainly based on worries about TikTok shop. There is some optimism around $MELI though. But competition in LA is more intense (Amazon Shopee TEMU TTS). Also politicians considering removing cross border taxes before upcoming Presidential election" [X Link](https://x.com/TonandDK/status/2018573507953664305) 2026-02-03T06:33Z [--] followers, [--] engagements "Chris Hohn: "Too much competition erodes your profits and makes predictability and valuation impossible. So to me competition and disruption is the whole thing." "So we are looking at companies with high barriers to entry so we have an idea that they will be around in [--] years"" [X Link](https://x.com/anyuser/status/2018596190263328896) 2026-02-03T08:03Z [--] followers, [---] engagements "$INTU. COVID low valuation but increasing growth. Holding by Dev Kantesaria. High Switching costs and some network effect (accountant / businesses). Could be a great opportunity long-term" [X Link](https://x.com/TonandDK/status/2018619174923190613) 2026-02-03T09:34Z [--] followers, [---] engagements "$MELI: GMV [--] billion (B) USD a market share (MS) 30% market cap (MC) = [---] B USD. Competes with Temu Tiktok shop Amazon Shopee Aliexpress. $SE [---] B USD MS 50% MC = [--] B USD. Competes with Lazada and TikTok shop. Too much negative sentiment around $SE" [X Link](https://x.com/TonandDK/status/2018963357450260757) 2026-02-04T08:22Z [--] followers, [--] engagements "Not to mention $SE has the biggest gaming franchise by users in the world to fund it's other businesses" [X Link](https://x.com/TonandDK/status/2018963943725703222) 2026-02-04T08:24Z [--] followers, [--] engagements "$MELI: GMV [--] billion (B) USD a market share (MS) 30% market cap (MC) = [---] B USD. Competes with Temu Tiktok shop Amazon Shopee Aliexpress. $SE: GMV [---] B USD MS 50% MC = [--] B USD. Competes with Lazada and TikTok shop. Too much negative sentiment around $SE" [X Link](https://x.com/TonandDK/status/2018966750897832405) 2026-02-04T08:35Z [--] followers, [--] engagements "@QualityInvest5 Wow. Key info. Looking forward listening to that earnings call" [X Link](https://x.com/TonandDK/status/2019115402496995757) 2026-02-04T18:26Z [--] followers, [---] engagements "Key info. Did Bill Ackman write that presentation 😅 "Most of Uber's profits come from 10-20 major cities" Boy do I have the news for you $UBER https://t.co/9VJXUtG2UD "Most of Uber's profits come from 10-20 major cities" Boy do I have the news for you $UBER https://t.co/9VJXUtG2UD" [X Link](https://x.com/anyuser/status/2019115858770161766) 2026-02-04T18:28Z [--] followers, [---] engagements "$MSFT has been touching it's [---] day EMA [--] times the past [--] years. In 2022/'23 (inflation crisis) in april (Tariff worries) and now. On a EV/OCF basis it has the same valuation as in COVID and '22/'23 lows. Meanwhile revenue per share is in high teens and margins improve" [X Link](https://x.com/anyuser/status/2019661630427254899) 2026-02-06T06:37Z [--] followers, [---] engagements "@Bia42175 Is this not accelation $SE revenue" [X Link](https://x.com/TonandDK/status/2018227931508515119) 2026-02-02T07:40Z [--] followers, [----] engagements "$SE. Today's price is expecting 8% revenue growth the next [--] years assuming a 15% OFCF margin. E-commerce market in SEA countries is expected to grow 15% through [----]. Revenue growth on a per share basis LTTM were 30%. Analyst's expect revenue to grow above 25% in 2026" [X Link](https://x.com/anyuser/status/2018244325813993946) 2026-02-02T08:45Z [--] followers, [---] engagements "@Brian_Stoffel_ $SE is trading down on SAAS China e-commerce. Whatever trades down that Day" [X Link](https://x.com/TonandDK/status/2018701831979802768) 2026-02-03T15:03Z [--] followers, [---] engagements "$MELI: GMV [--] billion (B) USD a market share (MS) 30% market cap (MC) = [---] B USD. Competes with Temu Tiktok shop Amazon Shopee Aliexpress. $SE: GMV [---] B USD MS 50% MC = [--] B USD. Competes with Lazada and TikTok shop. Way too negative sentiment around $SE" [X Link](https://x.com/anyuser/status/2018967015051129089) 2026-02-04T08:37Z [--] followers, [----] engagements "Oh and $SE has the world biggest gaming franchise to fund their growth" [X Link](https://x.com/anyuser/status/2019007772210401362) 2026-02-04T11:18Z [--] followers, [---] engagements "$FICO. Has a structural competitive advantage of being the industry standard has high switching costs and strong network effects. Trading at a historical fair valuation and growing EPS above 20% annually" [X Link](https://x.com/anyuser/status/2020816895297867818) 2026-02-09T11:07Z [--] followers, [---] engagements "$AMZN valuation Retail + subscriptions: p/s of [--] ($COST & $WMT [--] and with lower margins) = [---] B AWS and advertising: p/s of [--] ($META $MSFT and $GOOGL at around 9) = [----] B Total market cap = [---] T = [---] $/share" [X Link](https://x.com/TonandDK/status/2022634940379337014) 2026-02-14T11:32Z [--] followers, [--] engagements "@MattWat16001736 @the_zack_zhu Big market. Room for two or three. Market will most likely realize it some day" [X Link](https://x.com/TonandDK/status/2020878945608974528) 2026-02-09T15:14Z [--] followers, [----] engagements "Simple $AMZN valuation: Retail + subscriptions: p/s of [--] ($COST & $WMT [--] and with lower margins) = [---] B AWS and advertising: p/s of [--] ($META $MSFT and $GOOGL at around 9) = [----] B Total market cap = [---] T = [---] $/share Not bad but I see more value elsewhere" [X Link](https://x.com/anyuser/status/2022638373681402214) 2026-02-14T11:45Z [--] followers, [--] engagements "$SE. Today's price expects revenue to grow 6% annually the next [--] years. Currently growing above 30% on a per share basis. This does assume af 15% OCF margin when mature which is significantly lower than today. Currently valued as in mid [----] at a stock price around [--] USD" [X Link](https://x.com/anyuser/status/2019345321277682117) 2026-02-05T09:40Z [--] followers, [----] engagements "Assuming $SE reaches maturity in [--] years with a 12% OCF margin (conservative) and a valuation of [---] x P/E as $BABA today and we assume the following growth rate: [--] y 20% growth [--] y 125% growth [--] y 10% growth [--] y 5% growth Today's fair value is [---] USD/share. U think $SE can" [X Link](https://x.com/anyuser/status/2021169945401291074) 2026-02-10T10:30Z [--] followers, [----] engagements "@QualityInvest5 Simple $AMZN valuation: Retail + subscriptions: p/s of [--] ($COST & $WMT [--] and with lower margins) = [---] B AWS and advertising: p/s of [--] ($META $MSFT and $GOOGL at around 9) = [----] B Total market cap = [---] T = [---] $/share Did I miss anything" [X Link](https://x.com/TonandDK/status/2022639738029814249) 2026-02-14T11:51Z [--] followers, [---] engagements "Recent software selloff is serious. Deciding which will survive AI or not is out of my zone of comfort. Moats like network effects and switching costs are essential now but are changing. I think $MSFT has an advantage being the OS of literally every enterprise" [X Link](https://x.com/anyuser/status/2022946835011383320) 2026-02-15T08:11Z [--] followers, [--] engagements "With the number of AI models today AI will most likely be commoditized. There's too much focus on "the best model". For most businesses average is enough and most models will catch up over time. The winners may be the ones who have distribution i.e. close relation to costumers" [X Link](https://x.com/anyuser/status/2022946836919783613) 2026-02-15T08:11Z [--] followers, [--] engagements "$PDD. Forward EV/sales of [--]. TEMU is silently taking ground in Latin America and Europe. Just can't get around the China risk. China Mobile was delisted in '21 due to affiliation with the military. Some similarities to this week's list from pentagon with $BIDU $BABA and BYD" [X Link](https://x.com/anyuser/status/2022941124315197932) 2026-02-15T07:48Z [--] followers, [--] engagements "Simple $AMZN valuation: Retail + subscriptions: p/s of [--] ($COST & $WMT [--] and with lower margins) = [---] B AWS and advertising: p/s of [--] ($META $MSFT and $GOOGL at around 9) = [----] B Total market cap = [---] T = [---] $/share Not bad but I see more value elsewhere" [X Link](https://x.com/anyuser/status/2022638373681402214) 2026-02-14T11:45Z [--] followers, [--] engagements "Assuming $SE reaches maturity in [--] years with a 12% OCF margin (conservative) and a valuation of [---] x P/E as $BABA today and we assume the following growth rate: [--] y 20% growth [--] y 125% growth [--] y 10% growth [--] y 5% growth Today's fair value is [---] USD/share. U think $SE can" [X Link](https://x.com/anyuser/status/2021169945401291074) 2026-02-10T10:30Z [--] followers, [----] engagements "$FICO. Has a structural competitive advantage of being the industry standard has high switching costs and strong network effects. Trading at a historical fair valuation and growing EPS above 20% annually" [X Link](https://x.com/anyuser/status/2020816895297867818) 2026-02-09T11:07Z [--] followers, [---] engagements ""You dont have to get it back the way that you lost it. - Warren Buffett" [X Link](https://x.com/anyuser/status/2019875723046187100) 2026-02-06T20:47Z [--] followers, [--] engagements "$MSFT. A single downgrade" [X Link](https://x.com/anyuser/status/2019869289269108840) 2026-02-06T20:22Z [--] followers, [--] engagements "$MSFT has been touching it's [---] day EMA [--] times the past [--] years. In 2022/'23 (inflation crisis) in april (Tariff worries) and now. On a EV/OCF basis it has the same valuation as in COVID and '22/'23 lows. Meanwhile revenue per share is in high teens and margins improve" [X Link](https://x.com/anyuser/status/2019661630427254899) 2026-02-06T06:37Z [--] followers, [---] engagements "$SE is down -45% over the past few months. The prevailing bear case seems to hinge on two points: 1) Rising fear of TikTok Shop competition and 2) Shopee reinvesting more heavily into logistics capping margins at 0.7% of GMV this year vs. prior expectations of 1.2%. The concern is that this spend is defensive - a necessary response to TikTok rather than a choice. But alt data is telling a different story. TikTok Shops Southeast Asia GMV growth has slowed materially over the past few quarters - from 70%+ in 2Q25 to 30%+ by late [----]. Thats only modestly above Shopees own growth rate. More" [X Link](https://x.com/anyuser/status/2019467471959531556) 2026-02-05T17:45Z 40K followers, 31.6K engagements "$SE. Today's price expects revenue to grow 6% annually the next [--] years. Currently growing above 30% on a per share basis. This does assume af 15% OCF margin when mature which is significantly lower than today. Currently valued as in mid [----] at a stock price around [--] USD" [X Link](https://x.com/anyuser/status/2019345321277682117) 2026-02-05T09:40Z [--] followers, [----] engagements "Key info. Did Bill Ackman write that presentation 😅 "Most of Uber's profits come from 10-20 major cities" Boy do I have the news for you $UBER https://t.co/9VJXUtG2UD "Most of Uber's profits come from 10-20 major cities" Boy do I have the news for you $UBER https://t.co/9VJXUtG2UD" [X Link](https://x.com/anyuser/status/2019115858770161766) 2026-02-04T18:28Z [--] followers, [---] engagements ""Most of Uber's profits come from 10-20 major cities" Boy do I have the news for you $UBER" [X Link](https://x.com/anyuser/status/2019099959518458324) 2026-02-04T17:25Z 24.1K followers, 39.6K engagements "$UBER CEO: "Uber accelerated into another record-breaking quarter with more than [---] million monthly users completing more than [--] million trips every day". Waymo does [------] trips a day" [X Link](https://x.com/anyuser/status/2019024624571302145) 2026-02-04T12:25Z [--] followers, [---] engagements "$MELI: GMV [--] billion (B) USD a market share (MS) 30% market cap (MC) = [---] B USD. Competes with Temu Tiktok shop Amazon Shopee Aliexpress. $SE: GMV [---] B USD MS 50% MC = [--] B USD. Competes with Lazada and TikTok shop. Way too negative sentiment around $SE" [X Link](https://x.com/anyuser/status/2018967015051129089) 2026-02-04T08:37Z [--] followers, [----] engagements "Oh and $SE has the world biggest gaming franchise to fund their growth" [X Link](https://x.com/anyuser/status/2019007772210401362) 2026-02-04T11:18Z [--] followers, [---] engagements "Stock picking is hard. Nike Disney PayPal etc are all widely loved brands with huge user bases. They have generated effectively zero return for shareholders over 10+ years. Microsoft generated no return for shareholders over [--] years before coming alive again in [----]. Brutal" [X Link](https://x.com/anyuser/status/2018691661597917243) 2026-02-03T14:22Z 337.6K followers, 230.4K engagements "$META. Fairly valued on a historical basis. But maybe it has never been priced correctly" [X Link](https://x.com/anyuser/status/2018615054107910460) 2026-02-03T09:18Z [--] followers, [--] engagements "Chris Hohn: "Too much competition erodes your profits and makes predictability and valuation impossible. So to me competition and disruption is the whole thing." "So we are looking at companies with high barriers to entry so we have an idea that they will be around in [--] years"" [X Link](https://x.com/anyuser/status/2018596190263328896) 2026-02-03T08:03Z [--] followers, [---] engagements "$MSFT. Operating cash flow margins are going crazy" [X Link](https://x.com/anyuser/status/2018432852245823593) 2026-02-02T21:14Z [--] followers, [---] engagements "$SE. Today's price is expecting 8% revenue growth the next [--] years assuming a 15% OFCF margin. E-commerce market in SEA countries is expected to grow 15% through [----]. Revenue growth on a per share basis LTTM were 30%. Analyst's expect revenue to grow above 25% in 2026" [X Link](https://x.com/anyuser/status/2018244325813993946) 2026-02-02T08:45Z [--] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@TonandDK Tobias Andersen
Tobias Andersen posts on X about $se, $meli, $pdd, $msft the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -32%
- [--] Month [------] +381%
- [--] Months [------] +370%
Mentions: [--] #
- [--] Months [--] +24%
Followers: [------] #
- [--] Week [--] +1%
- [--] Month [--] -1%
- [--] Months [--] +27%
CreatorRank: [---------] #
Social Influence
Social category influence stocks technology brands finance currencies social networks countries cryptocurrencies automotive brands fashion brands
Social topic influence $se #22, $meli, $pdd, $msft #297, market, share, $nvo, tiktok, $googl, market cap #551
Top accounts mentioned or mentioned by @investseekers @aktieuniverset @joecarlsonshow @capexandchill @thezackzhu @richardwedekin1 @gabgrowth @qualityinvest5 @bia42175 @jesperbaek @pernordnet @irnestkaplan @europeandgi @fromvalue @uber @hoppingfreights @fiscalai @venu7 @nataninvesting @equitybrian
Top assets mentioned Sea Limited (SE) MercadoLibre Inc (MELI) Microsoft Corp. (MSFT) Novo-Nordisk (NVO) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Uber Technologies, Inc. (UBER) Metadium (META) Costco Hot Dog (COST) Walmart, Inc. (WMT) Alibaba Group (BABA) Eli Lilly and Company (LLY) Mastercard, Inc. (MA) Fair Isaac, Corp. (FICO) Grab Holdings Limited Class A Ordinary Shares (GRAB) Adobe, Inc. (ADBE) Tesla, Inc. (TSLA) Costco Wholesale Corporation (COST) Intuit Inc. (INTU)
Top Social Posts
Top posts by engagements in the last [--] hours
"@investseekers My biggest worry is expiring patent in [----]. They may increase sales and revenue the next [--] years without a significant increase in share price because of upcoming expiration of patent. As we have seen with Genmab. Thoughts on that"
X Link 2025-04-02T10:07Z [--] followers, [---] engagements
"$NVO in a perfect storm. Earnings the [--]. of may. Will Wegovy sales continue to increase despite of the more effective Tirzapatide on market One interesting slide to look for. Could get ugly if continued downtrend"
X Link 2025-04-27T08:38Z [--] followers, [--] engagements
"@RichardWedekin1 I would disregard 2021-2024 because of abnormality in earnings. A conservative approach: $NVO is expected to go back to earnings similar to 2010-2020. In those years they had a mean forward P/E of [----]. Hence they need a 14% increase in net income to stay at mean valuation"
X Link 2025-04-28T08:30Z [--] followers, [--] engagements
"@RichardWedekin1 In my opinion the real battle after [----] will be between Cagrisema and Retatutride. $NVO has an oral drug with similar results. Market focuses too much on percentage weight loss. Clinical trials see continued weight loss at end. Slower weight loss may be good (muscle mass)"
X Link 2025-04-28T08:38Z [--] followers, [---] engagements
"@investseekers I hope this will stop the bleed. Seems like Q1 of NVO will be bad. If my calculations from LLY Q1 NBRx of Wegovy is crashing to near zero"
X Link 2025-05-01T17:31Z [--] followers, [---] engagements
"@investseekers Data from $NVO presentation in Q4 shows TRx of 204.000"
X Link 2025-05-01T18:10Z [--] followers, [---] engagements
"$NVO Q1 predictions from $LLY earnings. Tirzapatide reaching 58% market share. TRx for the market reaching [-------]. Rough mat means TRx for Wegovy is [-------] in Q1 which is almost unchanged since mid [----]. May be priced in though. @aktieuniverset"
X Link 2025-05-02T07:06Z [--] followers, [----] engagements
"Wegovy patents will be the first to expire. $NVO said on recent investor call that they are preparing to compete with generic competitors (i.e. lower price) This will affect all players in the market. Good luck to new entrants (roche etc) to compete on price. @aktieuniverset"
X Link 2025-05-02T07:16Z [--] followers, [---] engagements
"@jesper_baek @aktieuniverset My thesis is that $LLY is having a better product for same/cheaper price. Hopefully recent announced partnerships will help on short term but the game will not change fundamentally before Cagrisema is on market"
X Link 2025-05-10T05:19Z [--] followers, [--] engagements
"Do $MELI and $SE report GMV differently In [----] $SE reported [---] billion USD in GMV while $MELI only reported [--] billion USD. Are they comparable"
X Link 2025-05-15T19:01Z [--] followers, [---] engagements
"@GabGrowth Do you know if $MELI and $SE report GMV differently In [----] $SE reported [---] billion USD while $MELI reported [--] billion. Am I missing something"
X Link 2025-05-15T19:03Z [--] followers, [---] engagements
"$SE Good fundamentals. Second quarter of profitability in all [--] segments on GAAP numbers. Margin expansion for financial services and e-commerce. 50% increase in bookings in the gaming devision why we'll see improved metrics here as well during the next [--] months"
X Link 2025-05-18T19:08Z [--] followers, [---] engagements
"$NVO back on track Danish export of goods and services to the US. Green = services Light blue = goods which does not cross borders Dark blue = goods that cross borders. 21% increase in export to U.S. in april. Primarily driven by goods not crossing borders (not front loading)"
X Link 2025-06-06T08:55Z [--] followers, [--] engagements
"@PerNordnet Er det en form for front loading eller tegn p Novo come back"
X Link 2025-06-06T08:58Z [--] followers, [---] engagements
"@IrnestKaplan @European_DGI Traditionel LLM is so yesterday"
X Link 2025-06-25T05:31Z [--] followers, [--] engagements
"@joecarlsonshow The antitrust case with DOJ is also contributing to $GOOGL selling at a discount. There should be news on this subject in august. Do you know if we can expect a final decision on the matter in august"
X Link 2025-07-25T07:58Z [--] followers, [--] engagements
"@joecarlsonshow ADBE products are the "industry standard". You would never get a job in the digital creative space if you don't know how to use their products. That is a moat. AND you don't have to worry about copyright using their Generative AI which is a MUST when dealing with clients"
X Link 2025-09-14T07:58Z [--] followers, [---] engagements
"$PDD Q2 earningscall "We do not believe this quarter's profit level are sustainable and fluctuations in profitability is likely to continue in the coming quarters.""
X Link 2025-09-21T05:16Z [--] followers, [--] engagements
"@FromValue $NVO at this price"
X Link 2025-02-17T12:28Z [--] followers, [---] engagements
"$pdd CEO talking about taking a greater social responsibility reminds me of the China tech crackdown in [----]. Would love to know what Li Lu has seen with his [--] pct position"
X Link 2025-11-18T17:41Z [--] followers, [--] engagements
"$SE expected revenue by segment for full year 2025"
X Link 2025-11-23T18:47Z [--] followers, [----] engagements
"$SE's expected GMV for full year [----] is above [---] billion USD while $MELI expects about [--] billion USD. In Q3 $SE grew about half of $MELI's total GMV in just one quarter. $SE's market cap is [--] billion USD while $MELI is [---]. One is mispriced. Maybe both"
X Link 2025-11-23T21:10Z [--] followers, [---] engagements
"@CapexAndChill Great thread"
X Link 2025-11-24T08:56Z [--] followers, [--] engagements
"@CapexAndChill Have a large $SE holding but i do agree that there is room for both. $MELI mgt is doing great"
X Link 2025-11-24T08:59Z [--] followers, [---] engagements
"$NVO With a forward p/e below [--] most bad scenarios is likely priced in. Nevertheless pharma is in my "too hard" bucket for good. A lucrative market but with too many players patent expirations and doubtful moats. Good for patients though"
X Link 2025-11-25T07:43Z [--] followers, [---] engagements
"$SE. To learn about Shopee you should study $PDD. Compared to $AMZN and $MELI Shopees strategy is more similar to Pinduoduos strategy in China which was originally more social focused and encouraged user engagement"
X Link 2025-11-25T09:35Z [--] followers, [---] engagements
"$SE playing the $PDD game in new markets. First stage is offering cheaper goods than competitors. Second stage is to increase time spend on platform by gamification and "community-feeling""
X Link 2025-12-02T08:16Z [--] followers, [---] engagements
"$SE $MELI Can't decide on the risk of TikTok shop (TTS) disrupting these companies. No doubt TTS will have enormous succes in most markets. But will there be room for more traditional (search based) marketplaces as well My take is yes. Glad to hear anyones thoughts"
X Link 2025-12-02T08:22Z [---] followers, [---] engagements
"@joecarlsonshow $SE $GOOGL $ASML. Recently been building a position in $MELI. Much smaller portfolio and currently a small part of my total worth why I accept the volatility. Will try to make Stalwarts a larger part of the portfolio over time as the portfolio growths. I do enjoy your content"
X Link 2025-12-04T09:24Z [--] followers, [---] engagements
"$SE now has 50% upside to analyst's average price target for no obvious reason. Trades at a p/s of [--] and growing 35% in revenue. $GRAB sells for [---] in p/s and grows about 17% a year"
X Link 2025-12-08T18:49Z [--] followers, [---] engagements
"$SE trades at april low on a P/S and P/OCF basis. Trades 50% below average analyst's price target. My top pick for 2026"
X Link 2025-12-10T10:40Z [---] followers, [----] engagements
"1/ $SE. Dilution is finally over. Expiration of the [----] convertible senior notes have been transacted resulting in issuance of [----] mil shares from sep to dec [----]. This may actually be part of the overselling in year end The GOOD NEWS (continues)"
X Link 2025-12-11T12:08Z [---] followers, [---] engagements
"2/ Mgmt has hedged against this with a cap call of [------] USD per share and is refunded this amount in cash/ADR's. The rest (from [------] to price at issuance) ends in dilution of shares resulting in about 0.5% dilution (share price [---] ish)"
X Link 2025-12-11T12:08Z [--] followers, [---] engagements
"Congrats to @CapexAndChill. A little star-struck We agree on @Uber. A well articulated bull thesis on the key issues. We agree on @Uber. A well articulated bull thesis on the key issues"
X Link 2025-12-15T14:09Z [---] followers, [---] engagements
"@Hoppingfreights @fiscal_ai Agree. Very clear that investors have gone from valuating on p/s to now FCF as they went profitable. They are just not optimized for earnings but for growth"
X Link 2025-12-16T06:55Z [---] followers, [---] engagements
"$SE. Assuming a 15% FCF margin when mature and a discount rate of 10% todays price of [---] $/share expects growth of about 8% annually the next [--] years"
X Link 2025-12-16T21:15Z [--] followers, [---] engagements
"@the_zack_zhu @Venu_7_ I hope but not sure. $PDD is still not appreciated/understood by many"
X Link 2025-12-17T05:35Z [--] followers, [---] engagements
"@GabGrowth $SE: Tiktok will compete aggressively leading to thin margins"
X Link 2025-12-17T14:18Z [---] followers, [---] engagements
"That $UBER will be the aggregater or AV's is plausible. But the transition to AV's may change their current two-sided Network effect (millions of drivers/millions of riders) to be more like a one-sided Network effect (20 ish AV companies/millions of riders). 1/ The primary bear case against $UBER is summarized in two words: AV disruption. Investors fear that AVs will crush Uber's 30% take rate destroying profitability. I disagree. In fact I believe an estimated 20% AV take rate is a massive tailwind. Here is the math. 🧵 https://t.co/Uj1vVw04qk 1/ The primary bear case against $UBER is"
X Link 2025-12-24T08:37Z [---] followers, [--] engagements
"$UBER Q3 [----]. The shift to adjusted EPS confirms mgmt's intend to keep SBC and dilution stable going foreward"
X Link 2025-12-26T09:07Z [---] followers, [--] engagements
"@nataninvesting Regarding $PDD. What are your thoughts on being able to "track" the company Very sparse ER mgmt is super secretive HQ in Ireland and not even China I could continue on and on"
X Link 2026-01-15T15:54Z [--] followers, [---] engagements
"$ADBE Mgmt is very excited about the business on calls. Meanwhile"
X Link 2026-01-22T16:41Z [--] followers, [---] engagements
"@the_zack_zhu Insane. Looking forward to $SE earnings"
X Link 2026-01-22T20:17Z [--] followers, [---] engagements
"$AMZN and $MA looks interesting. Not high flying stocks but just quality at a fair price"
X Link 2026-01-28T09:35Z [--] followers, [--] engagements
"@EquityBrian I do agree. On the other hand monopolistic companies are often secretive and will prefer to stay out of focus from government/competitors. $PDD really isn't an ordinary company. They probably do focus on the long term and don't care about the stock sentiment"
X Link 2026-01-24T18:30Z [--] followers, [---] engagements
"$PDD. TEMU topping MAU growth. Insane. Based solely in Latin America yet $MELI is top [--] in global downloads top [--] in global monthly active users and top [--] in global monthly active users growth for [----] (data until October). Impressive to see. Can't wait to see these holiday sales. https://t.co/J4GjhAwIWw Based solely in Latin America yet $MELI is top [--] in global downloads top [--] in global monthly active users and top [--] in global monthly active users growth for [----] (data until October). Impressive to see. Can't wait to see these holiday sales. https://t.co/J4GjhAwIWw"
X Link 2026-01-28T08:12Z [--] followers, [---] engagements
"$MA and $GOOGL are both trading at about [--] EV/OCF AND growing about the same on a per share basis. While $GOOGL is valued 60% higher than historical median (since 2015) $MA is trading near the same low valuation as in [----] and 30% below it's historical median"
X Link 2026-01-28T19:10Z [--] followers, [--] engagements
"@marc_slans It is. I think. Overseen last year and recently selling off bc of cap cut. US Payments is about 38% of payment business which is about 60% of revenue. So worst case about 25% of the business can lose momentum in the short term"
X Link 2026-01-29T19:40Z [--] followers, [---] engagements
"Many are questioning why $AMZN stock has not returned more the past [--] years. Mostly comes down to a rerating after decelerating growth. Unless growth speeds up or margins improve it will not go back to previous higher valuations but stay around [--] EV/OCF"
X Link 2026-01-30T08:40Z [--] followers, [--] engagements
"$GOOGL. I really like the company but since I bought it [--] months ago I've had the returns I hoped I would get in 3-5 years. At this point I find better alternatives. This valuation will be hard to maintain if growth does not accelerate alot"
X Link 2026-01-30T08:48Z [--] followers, [--] engagements
"$SE. I wonder when we will see the rerating of this stock which should follow the revenue per share growth rate. Waiting patiently for Mr. Market to realize"
X Link 2026-01-30T09:02Z [--] followers, [--] engagements
"$TSLA. I don't question the company but i question the stock. You might as well buy a lottery coupon. Same odds of returns"
X Link 2026-01-30T09:39Z [--] followers, [--] engagements
"$MSFT. Trading at april lows and 10% away from COVID and '22 lows. Current worries about concentration risk on OpenAI is most likely noise"
X Link 2026-01-30T09:51Z [--] followers, [--] engagements
"$SE. While we wait for Mr. Market price it correctly this interview with Forrest Li deserves a rewatch. https://www.youtube.com/watchv=6FTdUO8D20o https://www.youtube.com/watchv=6FTdUO8D20o"
X Link 2026-01-30T19:19Z [--] followers, [---] engagements
"$SE. If growth rate and margins does not deteriorate significantly. The stock will follow the revenue growth rate. So 30% returns this year is not unrealistic. Definitely market beating"
X Link 2026-01-31T07:33Z [--] followers, [---] engagements
"$PDD case. Temu is the fastest growing e-commerce platform in the world next after TikTok shop. Assuming a 20% FCF margin (historically at 30%) it only have to grow 5% annually using a discount rate of 12%. This is not including it's [--] billion USD in net assets"
X Link 2026-01-31T10:23Z [--] followers, [---] engagements
"$PDD Q3 [----] earnings call with Co-CEO Lei Chen: "It is with our firm commitment to high-quality development we embark on the next decade towards our vision of Costco plus Disney." 😆"
X Link 2026-01-31T11:16Z [--] followers, [---] engagements
"$MELI. Assuming a 15% OCF margin (currently 37% but inflated bc of pago) current price expects MELI to grow revenue less than 11% annually. Last quarter they grew 38%. E-commerce in Latin America is expected to grow 12%-18% through [----]. Just have to maintain it's market share"
X Link 2026-02-01T08:20Z [--] followers, [--] engagements
"$MSFT. Operating cash flow margins are going crazy"
X Link 2026-02-02T21:14Z [--] followers, [---] engagements
"$SE sell off is serious and mainly based on worries about TikTok shop. There is some optimism around $MELI though. But competition in LA is more intense (Amazon Shopee TEMU TTS). Also politicians considering removing cross border taxes before upcoming Presidential election"
X Link 2026-02-03T06:33Z [--] followers, [--] engagements
"Chris Hohn: "Too much competition erodes your profits and makes predictability and valuation impossible. So to me competition and disruption is the whole thing." "So we are looking at companies with high barriers to entry so we have an idea that they will be around in [--] years""
X Link 2026-02-03T08:03Z [--] followers, [---] engagements
"$INTU. COVID low valuation but increasing growth. Holding by Dev Kantesaria. High Switching costs and some network effect (accountant / businesses). Could be a great opportunity long-term"
X Link 2026-02-03T09:34Z [--] followers, [---] engagements
"$MELI: GMV [--] billion (B) USD a market share (MS) 30% market cap (MC) = [---] B USD. Competes with Temu Tiktok shop Amazon Shopee Aliexpress. $SE [---] B USD MS 50% MC = [--] B USD. Competes with Lazada and TikTok shop. Too much negative sentiment around $SE"
X Link 2026-02-04T08:22Z [--] followers, [--] engagements
"Not to mention $SE has the biggest gaming franchise by users in the world to fund it's other businesses"
X Link 2026-02-04T08:24Z [--] followers, [--] engagements
"$MELI: GMV [--] billion (B) USD a market share (MS) 30% market cap (MC) = [---] B USD. Competes with Temu Tiktok shop Amazon Shopee Aliexpress. $SE: GMV [---] B USD MS 50% MC = [--] B USD. Competes with Lazada and TikTok shop. Too much negative sentiment around $SE"
X Link 2026-02-04T08:35Z [--] followers, [--] engagements
"@QualityInvest5 Wow. Key info. Looking forward listening to that earnings call"
X Link 2026-02-04T18:26Z [--] followers, [---] engagements
"Key info. Did Bill Ackman write that presentation 😅 "Most of Uber's profits come from 10-20 major cities" Boy do I have the news for you $UBER https://t.co/9VJXUtG2UD "Most of Uber's profits come from 10-20 major cities" Boy do I have the news for you $UBER https://t.co/9VJXUtG2UD"
X Link 2026-02-04T18:28Z [--] followers, [---] engagements
"$MSFT has been touching it's [---] day EMA [--] times the past [--] years. In 2022/'23 (inflation crisis) in april (Tariff worries) and now. On a EV/OCF basis it has the same valuation as in COVID and '22/'23 lows. Meanwhile revenue per share is in high teens and margins improve"
X Link 2026-02-06T06:37Z [--] followers, [---] engagements
"@Bia42175 Is this not accelation $SE revenue"
X Link 2026-02-02T07:40Z [--] followers, [----] engagements
"$SE. Today's price is expecting 8% revenue growth the next [--] years assuming a 15% OFCF margin. E-commerce market in SEA countries is expected to grow 15% through [----]. Revenue growth on a per share basis LTTM were 30%. Analyst's expect revenue to grow above 25% in 2026"
X Link 2026-02-02T08:45Z [--] followers, [---] engagements
"@Brian_Stoffel_ $SE is trading down on SAAS China e-commerce. Whatever trades down that Day"
X Link 2026-02-03T15:03Z [--] followers, [---] engagements
"$MELI: GMV [--] billion (B) USD a market share (MS) 30% market cap (MC) = [---] B USD. Competes with Temu Tiktok shop Amazon Shopee Aliexpress. $SE: GMV [---] B USD MS 50% MC = [--] B USD. Competes with Lazada and TikTok shop. Way too negative sentiment around $SE"
X Link 2026-02-04T08:37Z [--] followers, [----] engagements
"Oh and $SE has the world biggest gaming franchise to fund their growth"
X Link 2026-02-04T11:18Z [--] followers, [---] engagements
"$FICO. Has a structural competitive advantage of being the industry standard has high switching costs and strong network effects. Trading at a historical fair valuation and growing EPS above 20% annually"
X Link 2026-02-09T11:07Z [--] followers, [---] engagements
"$AMZN valuation Retail + subscriptions: p/s of [--] ($COST & $WMT [--] and with lower margins) = [---] B AWS and advertising: p/s of [--] ($META $MSFT and $GOOGL at around 9) = [----] B Total market cap = [---] T = [---] $/share"
X Link 2026-02-14T11:32Z [--] followers, [--] engagements
"@MattWat16001736 @the_zack_zhu Big market. Room for two or three. Market will most likely realize it some day"
X Link 2026-02-09T15:14Z [--] followers, [----] engagements
"Simple $AMZN valuation: Retail + subscriptions: p/s of [--] ($COST & $WMT [--] and with lower margins) = [---] B AWS and advertising: p/s of [--] ($META $MSFT and $GOOGL at around 9) = [----] B Total market cap = [---] T = [---] $/share Not bad but I see more value elsewhere"
X Link 2026-02-14T11:45Z [--] followers, [--] engagements
"$SE. Today's price expects revenue to grow 6% annually the next [--] years. Currently growing above 30% on a per share basis. This does assume af 15% OCF margin when mature which is significantly lower than today. Currently valued as in mid [----] at a stock price around [--] USD"
X Link 2026-02-05T09:40Z [--] followers, [----] engagements
"Assuming $SE reaches maturity in [--] years with a 12% OCF margin (conservative) and a valuation of [---] x P/E as $BABA today and we assume the following growth rate: [--] y 20% growth [--] y 125% growth [--] y 10% growth [--] y 5% growth Today's fair value is [---] USD/share. U think $SE can"
X Link 2026-02-10T10:30Z [--] followers, [----] engagements
"@QualityInvest5 Simple $AMZN valuation: Retail + subscriptions: p/s of [--] ($COST & $WMT [--] and with lower margins) = [---] B AWS and advertising: p/s of [--] ($META $MSFT and $GOOGL at around 9) = [----] B Total market cap = [---] T = [---] $/share Did I miss anything"
X Link 2026-02-14T11:51Z [--] followers, [---] engagements
"Recent software selloff is serious. Deciding which will survive AI or not is out of my zone of comfort. Moats like network effects and switching costs are essential now but are changing. I think $MSFT has an advantage being the OS of literally every enterprise"
X Link 2026-02-15T08:11Z [--] followers, [--] engagements
"With the number of AI models today AI will most likely be commoditized. There's too much focus on "the best model". For most businesses average is enough and most models will catch up over time. The winners may be the ones who have distribution i.e. close relation to costumers"
X Link 2026-02-15T08:11Z [--] followers, [--] engagements
"$PDD. Forward EV/sales of [--]. TEMU is silently taking ground in Latin America and Europe. Just can't get around the China risk. China Mobile was delisted in '21 due to affiliation with the military. Some similarities to this week's list from pentagon with $BIDU $BABA and BYD"
X Link 2026-02-15T07:48Z [--] followers, [--] engagements
"Simple $AMZN valuation: Retail + subscriptions: p/s of [--] ($COST & $WMT [--] and with lower margins) = [---] B AWS and advertising: p/s of [--] ($META $MSFT and $GOOGL at around 9) = [----] B Total market cap = [---] T = [---] $/share Not bad but I see more value elsewhere"
X Link 2026-02-14T11:45Z [--] followers, [--] engagements
"Assuming $SE reaches maturity in [--] years with a 12% OCF margin (conservative) and a valuation of [---] x P/E as $BABA today and we assume the following growth rate: [--] y 20% growth [--] y 125% growth [--] y 10% growth [--] y 5% growth Today's fair value is [---] USD/share. U think $SE can"
X Link 2026-02-10T10:30Z [--] followers, [----] engagements
"$FICO. Has a structural competitive advantage of being the industry standard has high switching costs and strong network effects. Trading at a historical fair valuation and growing EPS above 20% annually"
X Link 2026-02-09T11:07Z [--] followers, [---] engagements
""You dont have to get it back the way that you lost it. - Warren Buffett"
X Link 2026-02-06T20:47Z [--] followers, [--] engagements
"$MSFT. A single downgrade"
X Link 2026-02-06T20:22Z [--] followers, [--] engagements
"$MSFT has been touching it's [---] day EMA [--] times the past [--] years. In 2022/'23 (inflation crisis) in april (Tariff worries) and now. On a EV/OCF basis it has the same valuation as in COVID and '22/'23 lows. Meanwhile revenue per share is in high teens and margins improve"
X Link 2026-02-06T06:37Z [--] followers, [---] engagements
"$SE is down -45% over the past few months. The prevailing bear case seems to hinge on two points: 1) Rising fear of TikTok Shop competition and 2) Shopee reinvesting more heavily into logistics capping margins at 0.7% of GMV this year vs. prior expectations of 1.2%. The concern is that this spend is defensive - a necessary response to TikTok rather than a choice. But alt data is telling a different story. TikTok Shops Southeast Asia GMV growth has slowed materially over the past few quarters - from 70%+ in 2Q25 to 30%+ by late [----]. Thats only modestly above Shopees own growth rate. More"
X Link 2026-02-05T17:45Z 40K followers, 31.6K engagements
"$SE. Today's price expects revenue to grow 6% annually the next [--] years. Currently growing above 30% on a per share basis. This does assume af 15% OCF margin when mature which is significantly lower than today. Currently valued as in mid [----] at a stock price around [--] USD"
X Link 2026-02-05T09:40Z [--] followers, [----] engagements
"Key info. Did Bill Ackman write that presentation 😅 "Most of Uber's profits come from 10-20 major cities" Boy do I have the news for you $UBER https://t.co/9VJXUtG2UD "Most of Uber's profits come from 10-20 major cities" Boy do I have the news for you $UBER https://t.co/9VJXUtG2UD"
X Link 2026-02-04T18:28Z [--] followers, [---] engagements
""Most of Uber's profits come from 10-20 major cities" Boy do I have the news for you $UBER"
X Link 2026-02-04T17:25Z 24.1K followers, 39.6K engagements
"$UBER CEO: "Uber accelerated into another record-breaking quarter with more than [---] million monthly users completing more than [--] million trips every day". Waymo does [------] trips a day"
X Link 2026-02-04T12:25Z [--] followers, [---] engagements
"$MELI: GMV [--] billion (B) USD a market share (MS) 30% market cap (MC) = [---] B USD. Competes with Temu Tiktok shop Amazon Shopee Aliexpress. $SE: GMV [---] B USD MS 50% MC = [--] B USD. Competes with Lazada and TikTok shop. Way too negative sentiment around $SE"
X Link 2026-02-04T08:37Z [--] followers, [----] engagements
"Oh and $SE has the world biggest gaming franchise to fund their growth"
X Link 2026-02-04T11:18Z [--] followers, [---] engagements
"Stock picking is hard. Nike Disney PayPal etc are all widely loved brands with huge user bases. They have generated effectively zero return for shareholders over 10+ years. Microsoft generated no return for shareholders over [--] years before coming alive again in [----]. Brutal"
X Link 2026-02-03T14:22Z 337.6K followers, 230.4K engagements
"$META. Fairly valued on a historical basis. But maybe it has never been priced correctly"
X Link 2026-02-03T09:18Z [--] followers, [--] engagements
"Chris Hohn: "Too much competition erodes your profits and makes predictability and valuation impossible. So to me competition and disruption is the whole thing." "So we are looking at companies with high barriers to entry so we have an idea that they will be around in [--] years""
X Link 2026-02-03T08:03Z [--] followers, [---] engagements
"$MSFT. Operating cash flow margins are going crazy"
X Link 2026-02-02T21:14Z [--] followers, [---] engagements
"$SE. Today's price is expecting 8% revenue growth the next [--] years assuming a 15% OFCF margin. E-commerce market in SEA countries is expected to grow 15% through [----]. Revenue growth on a per share basis LTTM were 30%. Analyst's expect revenue to grow above 25% in 2026"
X Link 2026-02-02T08:45Z [--] followers, [---] engagements
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