[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @realroseceline Rose Celine Investments 🌹 Investors are discussing various stocks, including $DLO, $MELI, and $SE, with some sharing their investment strategies and thoughts on the companies' potential for growth. Some investors are focusing on companies with strong leadership, capital-efficient business models, and high profitability, such as $DLO, which recently paid out a $150m dividend. The conversation also touches on the importance of understanding a company's business model, management, and market position before investing, with some investors expressing confidence in their long-term holdings. ### Engagements: XXXXX [#](/creator/twitter::1304847419163639808/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXX +14% - X Months XXXXXXXXX +116% - X Year XXXXXXXXX +3,577% ### Mentions: XX [#](/creator/twitter::1304847419163639808/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXXXX +30% - X Year XXXXX +559% ### Followers: XXXXXX [#](/creator/twitter::1304847419163639808/followers)  - X Week XXXXXX +2.10% - X Month XXXXXX +7.60% - X Months XXXXXX +119% - X Year XXXXXX +1,372% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1304847419163639808/influencer_rank)  ### Social Influence **Social category influence** [luxury brands](/list/luxury-brands) XXXXX% [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$nflx](/topic/$nflx) #207, [business](/topic/business) 6.67%, [$root](/topic/$root) #15, [insurance](/topic/insurance) #940, [$wbd](/topic/$wbd) #112, [warner bros](/topic/warner-bros) #1219, [sentiment](/topic/sentiment) 3.33%, [$dlo](/topic/$dlo) #17, [history](/topic/history) 1.67%, [sp500](/topic/sp500) XXXX% **Top accounts mentioned or mentioned by** [@latticeinvestor](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@mmmtwealth](/creator/undefined) [@jm_investment0](/creator/undefined) [@neurostockdoc](/creator/undefined) [@sashinvesting](/creator/undefined) [@benbburman](/creator/undefined) [@dd17capital](/creator/undefined) [@dumbobservation](/creator/undefined) [@suericgp](/creator/undefined) [@jminvestment0](/creator/undefined) [@investudentt](/creator/undefined) [@grok](/creator/undefined) [@winmwiotf](/creator/undefined) [@justinrtipton](/creator/undefined) [@bommmzyy70072](/creator/undefined) [@alphainvest480](/creator/undefined) [@marcalcarbo](/creator/undefined) [@cxericson](/creator/undefined) [@drstrange92](/creator/undefined) **Top assets mentioned** [Netflix Inc (NFLX)](/topic/$nflx) [The Root Network (ROOT)](/topic/$root) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Mastercard, Inc. (MA)](/topic/$ma) [Brookfield Corporation (BN)](/topic/$bn) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Copart, Inc. (CPRT)](/topic/$cprt) [Moody's Corporation (MCO)](/topic/$mco) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Interlay (INTR)](/topic/$intr) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Walmart, Inc. (WMT)](/topic/$wmt) [4 (FOUR)](/topic/$four) [Costco Hot Dog (COST)](/topic/$cost) [Costco Wholesale Corporation (COST)](/topic/costco) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Trade Desk, Inc. (TTD)](/topic/$ttd) ### Top Social Posts Top posts by engagements in the last XX hours "The historical average SP500 PE is about XX times earnings. Sooner or later the music will stop and valuations will revert back toward their long term mean. Even though the index trades XX% above that average today corporate earnings are not growing any faster than they have across history which tells you that nothing fundamental has actually changed. The entire gap is simply investor optimism inflating the multiple rather than true business performance driving value. 🌹" [X Link](https://x.com/realroseceline/status/1994807344082161701) 2025-11-29T16:35Z 12.4K followers, 11.3K engagements "If $ROOT embedded insurance works well in auto why wouldnt the same embedded strategy work in other verticals like renters pets etc 🌹" [X Link](https://x.com/realroseceline/status/1963332419848999039) 2025-09-03T20:05Z 12.4K followers, 5310 engagements "I have some time to kill ask me anything or tell me something interesting - GO 🌹" [X Link](https://x.com/realroseceline/status/1996718794933522720) 2025-12-04T23:10Z 12.4K followers, 4859 engagements "Out of all the so called super investors Akre has always been one of my favorites even though he recently retired and his protg now runs the fund. The allocations selections and overall approach actually make sense to me. Akre started his career as a school teacher eventually became a fund manager and went on to produce several XXX baggers over the course of his very successful career. I am still very far from that kind of notoriety but his idea of the three legged stool has always stayed with me and it is something I am writing about in my upcoming book. 🌹" [X Link](https://x.com/realroseceline/status/1989090100417007767) 2025-11-13T21:56Z 12.4K followers, 58.5K engagements "@NeuroStockDoc My friend likes $intr would also prob fit your list" [X Link](https://x.com/realroseceline/status/1989763860501610509) 2025-11-15T18:34Z 12.4K followers, XXX engagements "Thoughts on $PYPL When you study businesses for long enough you begin to recognize a pattern that repeats itself. A company becomes dominant during a moment of transition. It earns trust habit scale and for a long time it looks untouchable. Then the landscape shifts slowly and silently and the advantages that once felt permanent begin to erode almost invisibly until one day the momentum is gone and the company is competing on ground it no longer controls. That is happening to $PYPL today. For years $PYPL thrived because online payments were confusing and merchants just wanted something" [X Link](https://x.com/realroseceline/status/1996404580880707904) 2025-12-04T02:21Z 12.4K followers, 46.1K engagements "Were the next XX years of growth will come from: Every era has a clear structural tailwind that almost everyone can see. When the internet was born the opportunity was enormous and it created some of the wealthiest people in the world. But it also wiped out thousands of companies that had great ideas strong founders plenty of capital and all the excitement in the world. A powerful tailwind does not make investing easy it just makes the winners obvious in hindsight. We are living through the same thing with ai. For those of you who have never heard of it (hehe) AI is everywhere and it will" [X Link](https://x.com/realroseceline/status/1996620819171365063) 2025-12-04T16:41Z 12.4K followers, 7735 engagements "My favorite part of this $NFLX $WBD deal is the minimal stock component because it means the economics stay with the existing shareholders. When a company uses stock it is not just paying for an acquisition. It is slicing the pie into smaller pieces. I prefer deals where the pie is left untouched and the owners keep what they already earned. If that makes me old fashioned then good. 🌹" [X Link](https://x.com/realroseceline/status/1996984233370530198) 2025-12-05T16:45Z 12.4K followers, 8543 engagements "Thoughts on $NFLX buying $WBD: $NFLX is buying $WBD for about $83b using mostly cash and a small amount of stock. The deal gives $NFLX the entire Warner Bros studio HBO and major franchises like Game of Thrones Harry Potter Friends and more. $NFLX will keep Warner Bros operating the same way including theatrical releases. The logic behind the deal is straightforward. $NFLX gets a massive library of proven hits which strengthens the service and gives members more to watch. Creators get more chances to work with top tier IP and scale it globally. Shareholders get more value because stronger" [X Link](https://x.com/realroseceline/status/1996991057549197346) 2025-12-05T17:12Z 12.4K followers, 28.7K engagements "$WMT is being valued near a trillion not because the business suddenly improved but because investors decided to pay a higher multiple for the same economics. The value is mostly the same but the sentiment and the valuation changed. 🌹" [X Link](https://x.com/realroseceline/status/1997003596005884123) 2025-12-05T18:02Z 12.4K followers, 10.8K engagements "One last thing I will say about $NFLX is that its management team is truly superb. Plenty of executives get constant praise but very few have earned it the way Netflix has. I have owned the stock for a decade and watched them execute year after year and they are genuinely elite. And for the spirited souls who want to argue otherwise I will simply remind you that Netflix was the top performing stock in the S&P XXX for an entire decade and you do not achieve that without world class leadership. 🌹" [X Link](https://x.com/realroseceline/status/1997057498470404271) 2025-12-05T21:36Z 12.4K followers, 7820 engagements "@Jose_Balseca Nice to meet you. outline your goals and how youre going to achieve them. I think youll learn a lot from my book" [X Link](https://x.com/realroseceline/status/1996730365755711546) 2025-12-04T23:56Z 12.4K followers, XXX engagements "@Luce_On_TSLA How will your life change" [X Link](https://x.com/realroseceline/status/1996957216759587028) 2025-12-05T14:57Z 12.4K followers, XXX engagements "@0xtechquity I dont do price targets I do cost targets. When you own the stock as long as I have thats not something you think about" [X Link](https://x.com/realroseceline/status/1996992999537230261) 2025-12-05T17:20Z 12.4K followers, 1445 engagements "This guy knows exactly what hes doing this is my kind of investing. $52B spread across X stocks with a XX% top position shows real conviction. My only small critique is to consolidate the X smallest positions and roll them into whichever one he believes in the most which would leave him with X total holdings.🌹" [X Link](https://x.com/realroseceline/status/1989381411435155956) 2025-11-14T17:14Z 12.4K followers, 196.7K engagements "$DLO VS $FOUR : WHICH BUSINESS IS BETTER $DLO vs $FOUR is not a complicated comparison once you look at how each business actually grows because two companies can report similar numbers while operating in two completely different worlds when it comes to efficiency and long term compounding. $FOUR grows by expanding a physical footprint inside one country and every bit of that growth needs installations onboarding hardware service support and people which means the model gets heavier as it gets bigger and there is no way around that. It is not good or bad it is just how it works. $DLO grows by" [X Link](https://x.com/realroseceline/status/1990844251362697576) 2025-11-18T18:07Z 12.4K followers, 24.6K engagements "No one loves $COST more than I do. It is a flawless operation in almost every way and an incredible business to study. But is it really worth XX times earnings You get a great company with predictable demand and a defensible position but at XX times earnings growing roughly 10-12% a year it becomes hard to see how you generate truly attractive long term returns. Yes the margins are low which means you can argue the reported earnings understate the real strength of the model but the business cannot raise margins without losing the price advantage that makes Costco well Costco. It creates a" [X Link](https://x.com/realroseceline/status/1993791590742282472) 2025-11-26T21:18Z 12.4K followers, 11.8K engagements "I get asked about allocations frequently Buffett explains it well. If you know what youre doing diversification makes no sense if you dont broad diversification is ideal. 🌹" [X Link](https://x.com/realroseceline/status/1994100244636946697) 2025-11-27T17:45Z 12.4K followers, 5988 engagements "@MMMTwealth What does it tell you" [X Link](https://x.com/realroseceline/status/1995525871810249141) 2025-12-01T16:10Z 12.4K followers, 2668 engagements "@viggy_krishnan @buccocapital @stevehou Will it grow earnings for the next decade plus" [X Link](https://x.com/realroseceline/status/1997425751994544290) 2025-12-06T21:59Z 12.4K followers, XXX engagements "Another form of diversification thats perhaps less obvious is Local to Local vs Cross Boarder and pay ins vs pay outs $dlo 🌹" [X Link](https://x.com/realroseceline/status/1994868638445441184) 2025-11-29T20:38Z 12.4K followers, 5786 engagements "Dont forget who covered $BBW before it was popular and everyone figured out it outperformed $NVDA and its counterparts. I wont mention any names but Ill give you a hint it rhymes with the word GOES 🌹" [X Link](https://x.com/realroseceline/status/1961614369764381136) 2025-08-30T02:18Z 12.4K followers, 5911 engagements "$TTD looks interesting here at $40🌹" [X Link](https://x.com/realroseceline/status/1996688522355658834) 2025-12-04T21:10Z 12.4K followers, 4873 engagements "Visiting one of my favorite sushi chefs in San Francisco 🌹" [X Link](https://x.com/realroseceline/status/1997042637187199271) 2025-12-05T20:37Z 12.4K followers, 2191 engagements "$ROOT can eventually become a $10b business because insurance is one of the few categories where small shifts in pricing power and loss performance can create enormous jumps in equity value. If a company proves it can consistently price risk better than the industry and keep its loss ratio comfortably below peers the math becomes very powerful. You do not need crazy growth. You need disciplined underwriting improving retention and a cost structure that scales beautifully. If $ROOT gets to a few billion in premiums with a mid single digit underwriting margin and strong customer retention the" [X Link](https://x.com/realroseceline/status/1997736940595253495) 2025-12-07T18:36Z 12.4K followers, 6101 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@realroseceline Rose Celine Investments 🌹
Investors are discussing various stocks, including $DLO, $MELI, and $SE, with some sharing their investment strategies and thoughts on the companies' potential for growth. Some investors are focusing on companies with strong leadership, capital-efficient business models, and high profitability, such as $DLO, which recently paid out a $150m dividend. The conversation also touches on the importance of understanding a company's business model, management, and market position before investing, with some investors expressing confidence in their long-term holdings.
Engagements: XXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXX +14%
- X Months XXXXXXXXX +116%
- X Year XXXXXXXXX +3,577%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX +30%
- X Year XXXXX +559%
Followers: XXXXXX #
- X Week XXXXXX +2.10%
- X Month XXXXXX +7.60%
- X Months XXXXXX +119%
- X Year XXXXXX +1,372%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence luxury brands XXXXX% stocks XXXXX% finance XXXXX% cryptocurrencies XXXX% technology brands XXXX% countries XXXX%
Social topic influence $nflx #207, business 6.67%, $root #15, insurance #940, $wbd #112, warner bros #1219, sentiment 3.33%, $dlo #17, history 1.67%, sp500 XXXX%
Top accounts mentioned or mentioned by @latticeinvestor @fundasyinvestor @mmmtwealth @jm_investment0 @neurostockdoc @sashinvesting @benbburman @dd17capital @dumbobservation @suericgp @jminvestment0 @investudentt @grok @winmwiotf @justinrtipton @bommmzyy70072 @alphainvest480 @marcalcarbo @cxericson @drstrange92
Top assets mentioned Netflix Inc (NFLX) The Root Network (ROOT) Warner Bros Discovery, Inc. (WBD) DLocal Limited Class A Common Shares (DLO) Mastercard, Inc. (MA) Brookfield Corporation (BN) KKR & Co, Inc. (KKR) Copart, Inc. (CPRT) Moody's Corporation (MCO) Fair Isaac, Corp. (FICO) Interlay (INTR) PayPal Holdings Inc (PYPL) Walmart, Inc. (WMT) 4 (FOUR) Costco Hot Dog (COST) Costco Wholesale Corporation (COST) NVIDIA Corp. (NVDA) Trade Desk, Inc. (TTD)
Top Social Posts
Top posts by engagements in the last XX hours
"The historical average SP500 PE is about XX times earnings. Sooner or later the music will stop and valuations will revert back toward their long term mean. Even though the index trades XX% above that average today corporate earnings are not growing any faster than they have across history which tells you that nothing fundamental has actually changed. The entire gap is simply investor optimism inflating the multiple rather than true business performance driving value. 🌹"
X Link 2025-11-29T16:35Z 12.4K followers, 11.3K engagements
"If $ROOT embedded insurance works well in auto why wouldnt the same embedded strategy work in other verticals like renters pets etc 🌹"
X Link 2025-09-03T20:05Z 12.4K followers, 5310 engagements
"I have some time to kill ask me anything or tell me something interesting - GO 🌹"
X Link 2025-12-04T23:10Z 12.4K followers, 4859 engagements
"Out of all the so called super investors Akre has always been one of my favorites even though he recently retired and his protg now runs the fund. The allocations selections and overall approach actually make sense to me. Akre started his career as a school teacher eventually became a fund manager and went on to produce several XXX baggers over the course of his very successful career. I am still very far from that kind of notoriety but his idea of the three legged stool has always stayed with me and it is something I am writing about in my upcoming book. 🌹"
X Link 2025-11-13T21:56Z 12.4K followers, 58.5K engagements
"@NeuroStockDoc My friend likes $intr would also prob fit your list"
X Link 2025-11-15T18:34Z 12.4K followers, XXX engagements
"Thoughts on $PYPL When you study businesses for long enough you begin to recognize a pattern that repeats itself. A company becomes dominant during a moment of transition. It earns trust habit scale and for a long time it looks untouchable. Then the landscape shifts slowly and silently and the advantages that once felt permanent begin to erode almost invisibly until one day the momentum is gone and the company is competing on ground it no longer controls. That is happening to $PYPL today. For years $PYPL thrived because online payments were confusing and merchants just wanted something"
X Link 2025-12-04T02:21Z 12.4K followers, 46.1K engagements
"Were the next XX years of growth will come from: Every era has a clear structural tailwind that almost everyone can see. When the internet was born the opportunity was enormous and it created some of the wealthiest people in the world. But it also wiped out thousands of companies that had great ideas strong founders plenty of capital and all the excitement in the world. A powerful tailwind does not make investing easy it just makes the winners obvious in hindsight. We are living through the same thing with ai. For those of you who have never heard of it (hehe) AI is everywhere and it will"
X Link 2025-12-04T16:41Z 12.4K followers, 7735 engagements
"My favorite part of this $NFLX $WBD deal is the minimal stock component because it means the economics stay with the existing shareholders. When a company uses stock it is not just paying for an acquisition. It is slicing the pie into smaller pieces. I prefer deals where the pie is left untouched and the owners keep what they already earned. If that makes me old fashioned then good. 🌹"
X Link 2025-12-05T16:45Z 12.4K followers, 8543 engagements
"Thoughts on $NFLX buying $WBD: $NFLX is buying $WBD for about $83b using mostly cash and a small amount of stock. The deal gives $NFLX the entire Warner Bros studio HBO and major franchises like Game of Thrones Harry Potter Friends and more. $NFLX will keep Warner Bros operating the same way including theatrical releases. The logic behind the deal is straightforward. $NFLX gets a massive library of proven hits which strengthens the service and gives members more to watch. Creators get more chances to work with top tier IP and scale it globally. Shareholders get more value because stronger"
X Link 2025-12-05T17:12Z 12.4K followers, 28.7K engagements
"$WMT is being valued near a trillion not because the business suddenly improved but because investors decided to pay a higher multiple for the same economics. The value is mostly the same but the sentiment and the valuation changed. 🌹"
X Link 2025-12-05T18:02Z 12.4K followers, 10.8K engagements
"One last thing I will say about $NFLX is that its management team is truly superb. Plenty of executives get constant praise but very few have earned it the way Netflix has. I have owned the stock for a decade and watched them execute year after year and they are genuinely elite. And for the spirited souls who want to argue otherwise I will simply remind you that Netflix was the top performing stock in the S&P XXX for an entire decade and you do not achieve that without world class leadership. 🌹"
X Link 2025-12-05T21:36Z 12.4K followers, 7820 engagements
"@Jose_Balseca Nice to meet you. outline your goals and how youre going to achieve them. I think youll learn a lot from my book"
X Link 2025-12-04T23:56Z 12.4K followers, XXX engagements
"@Luce_On_TSLA How will your life change"
X Link 2025-12-05T14:57Z 12.4K followers, XXX engagements
"@0xtechquity I dont do price targets I do cost targets. When you own the stock as long as I have thats not something you think about"
X Link 2025-12-05T17:20Z 12.4K followers, 1445 engagements
"This guy knows exactly what hes doing this is my kind of investing. $52B spread across X stocks with a XX% top position shows real conviction. My only small critique is to consolidate the X smallest positions and roll them into whichever one he believes in the most which would leave him with X total holdings.🌹"
X Link 2025-11-14T17:14Z 12.4K followers, 196.7K engagements
"$DLO VS $FOUR : WHICH BUSINESS IS BETTER $DLO vs $FOUR is not a complicated comparison once you look at how each business actually grows because two companies can report similar numbers while operating in two completely different worlds when it comes to efficiency and long term compounding. $FOUR grows by expanding a physical footprint inside one country and every bit of that growth needs installations onboarding hardware service support and people which means the model gets heavier as it gets bigger and there is no way around that. It is not good or bad it is just how it works. $DLO grows by"
X Link 2025-11-18T18:07Z 12.4K followers, 24.6K engagements
"No one loves $COST more than I do. It is a flawless operation in almost every way and an incredible business to study. But is it really worth XX times earnings You get a great company with predictable demand and a defensible position but at XX times earnings growing roughly 10-12% a year it becomes hard to see how you generate truly attractive long term returns. Yes the margins are low which means you can argue the reported earnings understate the real strength of the model but the business cannot raise margins without losing the price advantage that makes Costco well Costco. It creates a"
X Link 2025-11-26T21:18Z 12.4K followers, 11.8K engagements
"I get asked about allocations frequently Buffett explains it well. If you know what youre doing diversification makes no sense if you dont broad diversification is ideal. 🌹"
X Link 2025-11-27T17:45Z 12.4K followers, 5988 engagements
"@MMMTwealth What does it tell you"
X Link 2025-12-01T16:10Z 12.4K followers, 2668 engagements
"@viggy_krishnan @buccocapital @stevehou Will it grow earnings for the next decade plus"
X Link 2025-12-06T21:59Z 12.4K followers, XXX engagements
"Another form of diversification thats perhaps less obvious is Local to Local vs Cross Boarder and pay ins vs pay outs $dlo 🌹"
X Link 2025-11-29T20:38Z 12.4K followers, 5786 engagements
"Dont forget who covered $BBW before it was popular and everyone figured out it outperformed $NVDA and its counterparts. I wont mention any names but Ill give you a hint it rhymes with the word GOES 🌹"
X Link 2025-08-30T02:18Z 12.4K followers, 5911 engagements
"$TTD looks interesting here at $40🌹"
X Link 2025-12-04T21:10Z 12.4K followers, 4873 engagements
"Visiting one of my favorite sushi chefs in San Francisco 🌹"
X Link 2025-12-05T20:37Z 12.4K followers, 2191 engagements
"$ROOT can eventually become a $10b business because insurance is one of the few categories where small shifts in pricing power and loss performance can create enormous jumps in equity value. If a company proves it can consistently price risk better than the industry and keep its loss ratio comfortably below peers the math becomes very powerful. You do not need crazy growth. You need disciplined underwriting improving retention and a cost structure that scales beautifully. If $ROOT gets to a few billion in premiums with a mid single digit underwriting margin and strong customer retention the"
X Link 2025-12-07T18:36Z 12.4K followers, 6101 engagements