#  @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 $150m dividend. The conversation also touches on the importance of understanding a company's business model, management, and market position before investing, with some investors expressing confidence in their long-term holdings. ### Engagements: [------] [#](/creator/twitter::1304847419163639808/interactions)  - [--] Week [-------] -61% - [--] Month [-------] +35% - [--] Months [---------] +32% - [--] Year [---------] +890% ### Mentions: [--] [#](/creator/twitter::1304847419163639808/posts_active)  - [--] Week [--] +4.40% - [--] Month [---] -8.20% - [--] Months [-----] +13% - [--] Year [-----] +135% ### Followers: [------] [#](/creator/twitter::1304847419163639808/followers)  - [--] Week [------] +2.40% - [--] Month [------] +11% - [--] Months [------] +63% - [--] Year [------] +484% ### CreatorRank: [-------] [#](/creator/twitter::1304847419163639808/influencer_rank)  ### Social Influence **Social category influence** [luxury brands](/list/luxury-brands) #734 [stocks](/list/stocks) #2075 [finance](/list/finance) #4375 [technology brands](/list/technology-brands) 19.21% [cryptocurrencies](/list/cryptocurrencies) 8.61% [automotive brands](/list/automotive-brands) 6.62% [countries](/list/countries) 1.99% [celebrities](/list/celebrities) 1.32% [financial services](/list/financial-services) 1.32% [social networks](/list/social-networks) 0.66% **Social topic influence** [business](/topic/business) #2507, [strong](/topic/strong) 10.6%, [$dlo](/topic/$dlo) #21, [in the](/topic/in-the) 8.61%, [investment](/topic/investment) #455, [money](/topic/money) 7.95%, [$meli](/topic/$meli) 7.28%, [cash flow](/topic/cash-flow) #16, [if you](/topic/if-you) 6.62%, [stocks](/topic/stocks) #635 **Top accounts mentioned or mentioned by** [@ashton1nvests](/creator/undefined) [@anacintra24](/creator/undefined) [@betochmam](/creator/undefined) [@grok](/creator/undefined) [@justusfult99485](/creator/undefined) [@tommyleed8888](/creator/undefined) [@varunv_malhotra](/creator/undefined) [@coinviction](/creator/undefined) [@ashton_1nvests](/creator/undefined) [@qualityinvest5](/creator/undefined) [@sashinvesting](/creator/undefined) [@dotybilly](/creator/undefined) [@travisbrendan2](/creator/undefined) [@c95524cj](/creator/undefined) [@origoinvest](/creator/undefined) [@michaelchutney](/creator/undefined) [@deepvaluebagger](/creator/undefined) [@wall_st_regard](/creator/undefined) [@fredrik33m](/creator/undefined) [@tinytitanscap](/creator/undefined) **Top assets mentioned** [DLocal Limited (DLO)](/topic/$dlo) [MercadoLibre Inc (MELI)](/topic/$meli) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Snap, Inc. (SNAP)](/topic/$snap) [Tesla, Inc. (TSLA)](/topic/$tsla) [4 (FOUR)](/topic/$four) [The Root Network (ROOT)](/topic/$root) [Global Payments Inc (GPN)](/topic/$gpn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Netflix Inc (NFLX)](/topic/$nflx) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Shopify Inc (SHOP)](/topic/$shop) [Ferrari N.V. (RACE)](/topic/$race) [Atlassian Corporation PLC (TEAM)](/topic/$team) [UnitedHealth Group (UNH)](/topic/$unh) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Crocs, Inc. (CROX)](/topic/$crox) [Bank of America (BAC)](/topic/bank-of-america) [Basis Cash (BAC)](/topic/$bac) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Root, Inc. (ROOT)](/topic/root-inc) [Weyerhaeuser Co (WY)](/topic/$wy) [Bridge Mutual (BMI)](/topic/$bmi) ### Top Social Posts Top posts by engagements in the last [--] hours "The SaaS Profit Story Everyone Believes There is a very common story investors tell themselves about SaaS companies. First they grow fast then they scale and then at some point in the future they flip a switch and profits show up all at once. The early losses were intentional and margins will come later. Just be patient. It sounds logical and it feels reasonable which is usually a warning sign. This chart looks at public SaaS companies and asks a very simple question. Have any of them meaningfully improved true free cash flow margins since [----] and also ended up with genuinely high free cash" [X Link](https://x.com/realroseceline/status/2017607815960142183) 2026-01-31T14:36Z 14.5K followers, 55.3K engagements "Stock Reactions Are About Expectations Not Results One of the most confusing things in investing is watching a company report what looks like a good quarter and seeing the stock fall anyway even though nothing obvious appears to be wrong. The mistake most people make is assuming stocks trade on results when in reality they trade on expectations because Wall Street is not reacting to what just happened but to the gap between what investors believed would happen and what actually showed up. By the time earnings are released the stock price already reflects a story that was built in the weeks" [X Link](https://x.com/realroseceline/status/2020860808469860778) 2026-02-09T14:02Z 14.5K followers, [----] engagements "Thoughts on $SHOP GMV hit $378b for the year up 29%. Revenue was $11.6b up 30% which actually accelerated from [----]. At this size acceleration is not easy. Most companies slow down once they get here but $SHOP didnt. Q4 revenue crossed $3b for the first time. One quarter now generates more revenue than the entire company did in [----]. Quite impressive Free cash flow was $2b for the year with a 17% margin. Ten consecutive quarters of double digit free cash flow margins. They are not choosing between growth and profitability anymore. Operating expenses as a percentage of revenue declined again" [X Link](https://x.com/realroseceline/status/2021732503594447191) 2026-02-11T23:46Z 14.5K followers, 10.4K engagements "$CROX continues to struggle albeit less than predicted by the so called experts HeyDude is a disaster 🌹" [X Link](https://x.com/realroseceline/status/2021959193067237840) 2026-02-12T14:46Z 14.5K followers, [----] engagements "How long will it take for $PLTR to report $30b pretax annually🌹 Palantir $PLTR is now larger than Bank of America $BAC https://t.co/GgwgeBeS0U Palantir $PLTR is now larger than Bank of America $BAC https://t.co/GgwgeBeS0U" [X Link](https://x.com/realroseceline/status/1945502929081008315) 2025-07-16T15:16Z 14.1K followers, [----] engagements "Got a lot of pushback here but I am pretty good at sticking to my guns. $DECK 🌹 $DECK starting to look interesting here 🌹 $DECK starting to look interesting here 🌹" [X Link](https://x.com/realroseceline/status/1948478420029227424) 2025-07-24T20:20Z 14.1K followers, 10.5K engagements "I am famous now $root 🌹 https://finance.yahoo.com/news/root-inc-root-bull-case-125158426.html https://finance.yahoo.com/news/root-inc-root-bull-case-125158426.html" [X Link](https://x.com/realroseceline/status/1981766440014557528) 2025-10-24T16:55Z 14.1K followers, [----] engagements "$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. $DLO grows by" [X Link](https://x.com/realroseceline/status/1990844251362697576) 2025-11-18T18:07Z 14.2K followers, 25.4K engagements "I really do not know and I do not like guessing but I expect growth to slow. On your efficiency question - dlo is already extremely efficient and it can get a little leaner but there is a natural ceiling. On the last call the CEO said that out of about [----] employees 300-400 are not really needed because theyre doing manual tasks and will eventually be let go. The savings from those jobs is not the main point. The point is that this is already a very lean highly profitable business that throws off a huge amount of cash. If the market becomes convinced the cash generation is durable the" [X Link](https://x.com/realroseceline/status/1994877602251850068) 2025-11-29T21:14Z 14.2K followers, [---] engagements "I have some time to kill ask me anything or tell me something interesting - GO 🌹" [X Link](https://x.com/realroseceline/status/1996718794933522720) 2025-12-04T23:10Z 14.1K followers, [----] engagements "@QualityInvest5 My point is that imho quality got a little overpriced in the bull market. Companies like race cost rms spgi etc are amazing but at the end of the day 10% growth at 50x is too much" [X Link](https://x.com/realroseceline/status/1998895733517533560) 2025-12-10T23:20Z 14.1K followers, [----] engagements "$GPN looks cheap not because the business is collapsing but because growth expectations have been reset lower a big acquisition scared investors and the stock trades at a historically low multiple compared to peers meaning the market is likely pricing in hesitation more than fundamentals. By [----] management expects $5B in annual free cash flow against a $20B market cap today. Insiders are buying millions in stock. If they execute how do not make money 🌹 https://twitter.com/i/web/status/2000762927159415040 https://twitter.com/i/web/status/2000762927159415040" [X Link](https://x.com/realroseceline/status/2000762927159415040) 2025-12-16T03:00Z 14.1K followers, [----] engagements "New idea $GPN I want to share a new idea I have been spending time on $GPN. What draws me to it is how simple the idea is and doesnt require being genius to understand. You do not need to predict the future or invent a new narrative. The economics are simple and visible if you slow down and look. At its core $GPN is a payments company that consists of [--] businesses. The first is issuing. Issuing is where cards are created for consumers. Debit cards credit cards prepaid cards etc. They earn fees when those cards are used but the economics are not attractive. Margins are thin competition is" [X Link](https://x.com/realroseceline/status/2001700580646130031) 2025-12-18T17:06Z 14.1K followers, 15.1K engagements "After the acquisition closes in Q1 [--] $GPN will serve over [--] million merchants globally process about $3.7 trillion in payments and handle roughly [--] billion transactions a year. 🌹" [X Link](https://x.com/realroseceline/status/2001726628175794407) 2025-12-18T18:49Z 14.1K followers, [----] engagements "@jktadave Many years ago I looked at $wy" [X Link](https://x.com/realroseceline/status/2004781377078829181) 2025-12-27T05:08Z 14.1K followers, [---] engagements "Enjoyed reading @DD17_Capital article on a great company $BMI. A genuinely interesting business. Worth a read 🌹 https://open.substack.com/pub/danielsdeepdive1/p/badger-meter-the-future-of-waterr=85prg&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/danielsdeepdive1/p/badger-meter-the-future-of-waterr=85prg&utm_medium=ios&shareImageVariant=overlay" [X Link](https://x.com/realroseceline/status/2008622139520544913) 2026-01-06T19:30Z 14.1K followers, [----] engagements "Agree with @TacticzH on $dlo it offers an attractive risk/reward with a margin of safety.🌹 https://tacticzhazel.substack.com/p/dlocal-deep-dive https://tacticzhazel.substack.com/p/dlocal-deep-dive" [X Link](https://x.com/realroseceline/status/2008643140518113444) 2026-01-06T20:53Z 14.1K followers, [----] engagements "Thoughts on $UBER Everyone keeps repeating the same aggregated demand argument and I understand why because for a long time it was obviously true. $UBER owned demand riders opened $UBER first drivers were fragmented and whoever controlled demand basically controlled the whole system. That worked really well in a human driver world and it explains why $UBER became what it became. The problem is people are taking that exact same logic and just extending it forward without really stopping to think about what actually changes once autonomy becomes scaled. Im not saying the bull case is dumb or" [X Link](https://x.com/realroseceline/status/2010069025271734752) 2026-01-10T19:19Z 14.1K followers, 139.8K engagements "Thoughts on $RACE: I think there are only a handful of assets in the world that are truly extraordinary and I dont mean extraordinary because they grow fast or use cutting edge technology but extraordinary because they sell to people for whom money is irrelevant. At a certain level of wealth price doesnt matter. If someone like Jeff Bezos is buying his wife a gift the difference between a $20k purse and a $500k is irrelevant. What matters is what the object represents. Status. Scarcity. Taste. Identity. Very few companies sell into that mindset even fewer do it consistently across many" [X Link](https://x.com/realroseceline/status/2015036228962533527) 2026-01-24T12:17Z 14.1K followers, 32.9K engagements "@Fredrik33M I am not and I didnt know much about EXOR but several people have already mentioned it to me so I should probably take a look. Generally speaking I dont like investing in holding companies that own stock" [X Link](https://x.com/realroseceline/status/2015104732134776871) 2026-01-24T16:49Z 14.1K followers, [---] engagements "@beTochMam Fair" [X Link](https://x.com/realroseceline/status/2015204740309913840) 2026-01-24T23:27Z 14.1K followers, [---] engagements "Listened to Pedros recent interview $DLO 👇 Pedro says he joined $DLO because it felt like a $MELI style growth journey but with global reach beyond LatAm into Africa and Asia and because he enjoys building at an earlier stage. He describes the co CEO transition with the founder as intentional giving him time to absorb culture before taking over. The big why $DLO exists point is simple. Payments in emerging markets are fragmented and local. In developed markets most ecommerce runs on cards with high acceptance but in many emerging markets cash is still huge and digital payments are a" [X Link](https://x.com/realroseceline/status/2015820000171610174) 2026-01-26T16:11Z 14.1K followers, 30.5K engagements "$DLO I was sitting here thinking about some of the things Pedro said in this interview. He mentions $DLO has roughly [----] customers today and that [--] years from now they could get to [-----] which at first sounds almost unrealistic. But then I asked myself a better question. Even if they only 5x their customer base would that really be a bad outcome For a business like $DLO with operating leverage expanding markets and more usage per customer a 5x increase in customers would result in a completely different earnings and cash flow profile than what people are focused on today. The customer count" [X Link](https://x.com/realroseceline/status/2015920182573879620) 2026-01-26T22:50Z 14.1K followers, 10.8K engagements "Growth is decelerating not log ago this company was firing on all cylinders $ROP 🌹" [X Link](https://x.com/realroseceline/status/2016161871582412913) 2026-01-27T14:50Z 14.1K followers, [----] engagements "If you think logically having 10x good investment ideas in a single year is nearly impossible by definition. Great investors dont win by collecting ideas they win by concentrating judgment. 🌹" [X Link](https://x.com/realroseceline/status/2016498978943287515) 2026-01-28T13:09Z 14.1K followers, [----] engagements "Thoughts on $TSLA People are looking at revenue growth slowing margins coming down and earnings being helped by a tax benefit and concluding that $TSLA is somehow losing its edge. That conclusion only makes sense if you believe $TSLA is trying to optimize for quarterly profits the way a normal car company does. I got news for you it isnt and it hasnt been for a long time. Automotive revenue barely grew even though deliveries were fine (almost [--] million). That tells you $TSLA is choosing price over margin on purpose. They are keeping cars affordable to protect volume and grow the installed" [X Link](https://x.com/realroseceline/status/2016656012393271661) 2026-01-28T23:33Z 14.1K followers, [----] engagements "$NOW looks compelling here but the level of stock based compensation is hard to ignore and meaningfully dilutes the story. 🌹" [X Link](https://x.com/realroseceline/status/2017276547418492961) 2026-01-30T16:39Z 14.1K followers, 13.5K engagements "Thoughts on $META & $MSFT I listened to both earnings calls this week $MSFT and $META and what stood out to me wasnt the headlines or the beats but how differently the market reacted to two companies doing roughly the same thing. Both beat revenue and earnings. Both are spending more than $100b a year on so called AI. Yet one stock lost over $350b in a single day while the other gained around $170b. That reaction tells you a lot about where this market is right now. $MSFT quarter was fine. Revenue was up 17% and earnings were up 24%. Azure grew 39% which is still strong growth at that scale." [X Link](https://x.com/realroseceline/status/2017626633851834880) 2026-01-31T15:50Z 14.1K followers, 49.4K engagements "Thoughts on $NFLX $NFLX had a strong quarter. They slightly beat on both earnings and revenue with revenue up 18% which is impressive at this scale. The business now has 325m subscribers and is guiding to 12%-14% growth in [----]. Margins are expected to expand from 29.5% to 31.5%. Growing while margins are moving higher tells you the platform is getting stronger not weaker. Scale is finally doing what scale is supposed to do. The market still talks about $NFLX like its a content company but it isnt. Content is the input but the massive distribution data and global reach are the real business." [X Link](https://x.com/realroseceline/status/2017977630600097899) 2026-02-01T15:05Z 14.1K followers, 16.1K engagements "Today I spent time researching a company no one has probably ever heard of $NRC. They sell via a SaaS model to hospitals that helps measure and improve patient and employee experience. They also cross sells analytics reputation management and AI tools. You can save yourself the time I didnt find much to do backflips about. Its hard to find great businesses early in their growth curve. I think I once heard someone say turn the page. Adios $NRC🌹 https://twitter.com/i/web/status/2018360366699622478 https://twitter.com/i/web/status/2018360366699622478" [X Link](https://x.com/realroseceline/status/2018360366699622478) 2026-02-02T16:26Z 14.1K followers, [----] engagements "Adding more stocks does not reduce risk it mostly reduces upside and increases complexity. Want to get better investment results Do this 👇 [--]. Fewer great businesses many good ones [--]. Time tinkering [--]. Letting winners grow constant rebalancing 🌹" [X Link](https://x.com/realroseceline/status/2018408177898082331) 2026-02-02T19:36Z 14.1K followers, [----] engagements "$CSU: Capital Allocation Not Software Most debates around $CSU start with the wrong question. People argue about whether there are enough software businesses left to buy whether growth can continue or whether new technologies will disrupt its portfolio. Those are reasonable questions but theyre downstream. They focus on outcomes instead of process. What makes $CSU interesting isnt the software. Its the way capital is deployed incentives are structured and decisions are made quietly over long periods of time. Start with the bull case everyone knows. Thousands of small software business owners" [X Link](https://x.com/realroseceline/status/2018501903873970335) 2026-02-03T01:48Z 14.1K followers, 19K engagements "@timothym1ai @Ashton_1nvests Idk if its worrisome I just really dont like what $snap is doing I think its somewhat immoral" [X Link](https://x.com/realroseceline/status/2018746987995398527) 2026-02-03T18:02Z 14.1K followers, [---] engagements "@SashInvesting Ive held $meli long enough to remember that once upon a time $Pypl invested in $meli but stupidly sold it to buy back its own stock" [X Link](https://x.com/realroseceline/status/2018817033627152856) 2026-02-03T22:41Z 14.1K followers, [---] engagements "A mirage to fool you Thats the whole point its a scam. Do the math its impossible for this business to make real money with its current economic model. They play games and show positive net income but if you study the cashflow statement youll quickly see its smoke and mirrors. https://twitter.com/i/web/status/2019183347633910151 https://twitter.com/i/web/status/2019183347633910151" [X Link](https://x.com/realroseceline/status/2019183347633910151) 2026-02-04T22:56Z 14.1K followers, [---] engagements "@TinyTitansCap I dont need more money I am already rich 😉" [X Link](https://x.com/realroseceline/status/2019195935319028147) 2026-02-04T23:46Z 14.1K followers, [---] engagements "@DotyBilly @Ashton_1nvests Maybe they change in the current state the economic model isnt sustainable. Also hard to teach and old dog new tricks" [X Link](https://x.com/realroseceline/status/2019213877637181737) 2026-02-05T00:57Z 14.1K followers, [---] engagements "@Ashton_1nvests $meli" [X Link](https://x.com/realroseceline/status/2019494950459883632) 2026-02-05T19:34Z 14.1K followers, [---] engagements "@Ashton_1nvests 1st buys at $3b market cap" [X Link](https://x.com/realroseceline/status/2019495206605976034) 2026-02-05T19:35Z 14.1K followers, [---] engagements "$ZETA What is Zeta Zeta Global is a marketing tech (martech) company that helps brands use data + AI to personalize customer outreach. Think of it like a smarter way to do email text web ads and CRM all informed by data on what customers want. What could $ZETA become in [--] years A $2B+ revenue platform Zetas management has targeted 20%+ annual revenue growth. If it delivers revenue could grow from $1b today to $2B+ by [----]. A profitable asset light cash generating business They say they can hit 25%+ EBITDA margins long term (I think its reasonable because the biz is asset light). That means" [X Link](https://x.com/realroseceline/status/1941634570920788470) 2025-07-05T23:05Z 14.5K followers, 14.5K engagements "$ROOT Is Becoming a Compounding Machine $ROOT data and AI edge is finally showing in the numbers. Loss ratios are improving and the partnership model is working. $ROOTs idea is simple. Use real driving data instead of guesses to price insurance. The app tracks how people drive and the AI sets their rate. That brings in safer drivers and lowers losses over time. They already have a massive amount of driving data. That is their moat. Better data means better pricing which means better customers which means fewer losses. It keeps compounding. In [----] they moved away from expensive direct" [X Link](https://x.com/realroseceline/status/1975543168109330867) 2025-10-07T12:46Z 14.5K followers, 13.4K engagements "If you put 2% of your portfolio into something and it became a [--] bagger Im not impressed. But if you put 20% in and it became a [--] bagger thats real skill. The difference isnt just in return its in conviction. How much you allocate before the outcome is known says far more about your investment acumen than the result ever will. 🌹 Warren Buffetts [--] approaches to diversification: Very few people have gotten rich on their seventh best idea but a lot of people have gotten rich on their best idea https://t.co/h8IUjTWTUB Warren Buffetts [--] approaches to diversification: Very few people have gotten" [X Link](https://x.com/realroseceline/status/1988281780638789640) 2025-11-11T16:24Z 14.5K followers, 202.1K engagements "$DLO Pedro says growth is sitting on the S-curve of emerging market payment localization. Theyre adding new merchants expanding wallet share with existing ones adding new payment methods and growing with them into new countries. The result is 149% NRR meaning existing clients keep spending more each year. That kind of retention number is simply elite literally better than any other company. It means that even without signing a single new merchant $DLO revenue would still grow double digits just from the existing base expanding. And that base already includes six of the Mag [--] global tech" [X Link](https://x.com/realroseceline/status/1988776729293607022) 2025-11-13T01:11Z 14.5K followers, 16.5K engagements "Were the next [--] 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 14.5K followers, [----] engagements "Book review: 8th Wonder Investment by David Perlmutter @Muzzlebuster I spent the weekend reading Davids book and its one of those reads where I dont necessarily learn something new but I keep nodding my head the entire time thinking yes this is exactly how investing should be thought about. He says that investing without fully analyzing a business is like jumping into a swimming pool without checking if theres water in it. You might be fine or you might break your neck. That analogy explains how he thinks. He then writes about various liabilities and how they interact with each other which" [X Link](https://x.com/realroseceline/status/2015789729556635658) 2026-01-26T14:11Z 14.5K followers, [----] engagements "Thoughts on gold silver and businesses $GLD $SLV Ive always been interested in the difference between owning things and owning businesses and not in a judgmental way but from an intellectual standpoint. Gold commodities collectibles land all of these assets can go up in price and sometimes dramatically so but they dont actually do anything. They dont improve they dont reinvest and they dont compound. They simply sit there and wait for someone else to assign them a higher value later. That doesnt mean you cant make money owning them and it doesnt mean theyre useless. Ive always found them" [X Link](https://x.com/realroseceline/status/2016159646965498049) 2026-01-27T14:41Z 14.5K followers, [----] engagements "$PYPL has a competitive problem that is not easily fixable even by a brilliant manager. 🌹 PayPals CEO in Jan24: We will shock the world. [--] years later the stock has been dead money and hes been canned https://t.co/5e3sjDCewb PayPals CEO in Jan24: We will shock the world. [--] years later the stock has been dead money and hes been canned https://t.co/5e3sjDCewb" [X Link](https://x.com/realroseceline/status/2018718109805449310) 2026-02-03T16:07Z 14.5K followers, 12K engagements "$SNAP has about $600m in operating cash flow. That sounds fine until you notice they are paying roughly $1b every year in stock based compensation. That absolutely CRAZY In plain English the company only generates cash because employees are being paid with stock instead of money. If they paid people in cash like a normal business operating cash flow would be deeply negative. Add depreciation of roughly $150m on top of that and you see the real picture. The business consumes capital to operate dilutes shareholders to survive and calls the fake difference adjusted performance. This is why a" [X Link](https://x.com/realroseceline/status/2018742448902791467) 2026-02-03T17:44Z 14.5K followers, 82.8K engagements "I think a small stripped down vehicle built only for deliveries would be a huge positive for food delivery companies. Not because robots are cool but because most of what makes cars expensive is totally unnecessary for food delivery. You dont need seats mirrors speakers etc. You basically need a locked box on wheels with sensors and software. It would work more like a robot than a car. It drives to the restaurant pings them they put the food into a compartment and it drives to the customer. The customer gets a code in the app opens the compartment takes the food and thats it. The reason this" [X Link](https://x.com/realroseceline/status/2019512006819434856) 2026-02-05T20:42Z 14.5K followers, [----] engagements "Not as insane as $SNAP $TEAM is also egregious but they are buying back shares because management says they are undervalued. 🌹" [X Link](https://x.com/realroseceline/status/2019536206237954434) 2026-02-05T22:18Z 14.5K followers, [----] engagements "This is extremely important perfectly shows Berkshires genius in buying $AAPL 🌹 Capex guidance for FY26 mega-cap tech (so far): Amazon: $200B Google: $180B Meta: $122B Microsoft: $120B Tesla: $20B Apple: $13B TOTAL: $655B Thats more than the entire GDP of Sweden https://t.co/TBqZWqexe3 Capex guidance for FY26 mega-cap tech (so far): Amazon: $200B Google: $180B Meta: $122B Microsoft: $120B Tesla: $20B Apple: $13B TOTAL: $655B Thats more than the entire GDP of Sweden https://t.co/TBqZWqexe3" [X Link](https://x.com/realroseceline/status/2019597142059569312) 2026-02-06T02:20Z 14.5K followers, 13.6K engagements "THOUGHTS ON $AMZN EARNINGS $AMZN had a strong quarter revenue was $213b up 12%. Operating income came was $25b even after $2.4b of one tome items. Strip those out and underlying profitability was better than it looks. Operating cash flow for the year was $139b up 20% which tells you the earnings quality is improving. AWS growth accelerated to 24% the fastest pace in over [--] years and thats on a $142b annualized run rate. That scale is enormous. AWS added $2.6b quarter over quarter and nearly $7b year over year. Operating income in AWS alone was $12.5b with margins holding around the mid 30s" [X Link](https://x.com/realroseceline/status/2019603010436178396) 2026-02-06T02:44Z 14.5K followers, 25.5K engagements "@zoomyzoomm If you want to see pure smoke and mirrors accounting shenanigans $snap is in a league of its own" [X Link](https://x.com/realroseceline/status/2019607931239739540) 2026-02-06T03:03Z 14.5K followers, [----] engagements "Smoke and mirrors the economics are an illusion $TEAM 🌹 $TEAM - we will use our strong cash flow to buy back more stock. The source of the cash flow: https://t.co/kMIvKfHXY4 $TEAM - we will use our strong cash flow to buy back more stock. The source of the cash flow: https://t.co/kMIvKfHXY4" [X Link](https://x.com/realroseceline/status/2019819890757230789) 2026-02-06T17:06Z 14.5K followers, 10.2K engagements "Not all growth is the same dont just read the headlines $SHOP" [X Link](https://x.com/realroseceline/status/2021632371469300202) 2026-02-11T17:08Z 14.5K followers, 24K engagements "Thoughts on $NBIS They reported about $30m in profit which exists because of a roughly $600m revaluation gain. Strip that out and the business would have lost about $570m. Operating expenses for the year were about $1.1b up 130%. Depreciation alone was roughly $400m up more than 400%. Capex was about $4b. That is not a normal growth story. $NBIS building massive infrastructure very fast. This is not a software business where margins expand as revenue grows. This is hardware that starts depreciating the moment you plug it in. Whether customers show up or not the depreciation runs every" [X Link](https://x.com/realroseceline/status/2021946093676929036) 2026-02-12T13:54Z 14.5K followers, 40.6K engagements "$NBIS If 80% of capex is going to GPUs that means the vast majority of the investment is in hardware that depreciates quickly and becomes obsolete fast. And is also exposed to pricing pressure albeit perhaps to a lesser degree. The good part is GPUs can scale with demand so if utilization is high and pricing holds returns can be strong. The bad part is 80% of spend is tied to hardware that loses economic value fast especially if newer chips are better or if competitors flood the market with supply particularly within a [--] year window. Simply put its leveraged hardware where utilization and" [X Link](https://x.com/realroseceline/status/2021989340050846194) 2026-02-12T16:46Z 14.5K followers, 18.1K engagements "@varunv_malhotra @NotMarkLeonard @RihardJarc @bogumil_nyc @Speedwell_LLC @Mindset4Money_X @QualityInvest5 Thank you 🙏" [X Link](https://x.com/realroseceline/status/2022133162130960556) 2026-02-13T02:18Z 14.5K followers, [---] engagements "Impressive report from $ANET" [X Link](https://x.com/realroseceline/status/2022161202663895517) 2026-02-13T04:09Z 14.5K followers, [----] engagements "Thoughts on $UBER I have been studying $UBER more deeply for several weeks. Pundits and proponents say its either an unstoppable global platform with massive network effects or its a commoditized ride app with no moat and permanent margin pressure. The bull story is easy to tell because $UBER finally proved it can generate real free cash flow something it struggled with for a long time. That alone correctly changed the narrative because mobility and delivery are not loosing miney anymore. The scale advantage is huge and the brand is global. As volume grows $UBER becomes more efficient (ie" [X Link](https://x.com/realroseceline/status/2022356002012827966) 2026-02-13T17:03Z 14.5K followers, 23.5K engagements "@TravisBrendan2 the market used to punish slow growth retail but eventually changed it tune durability of cash flows + pricing power. You can argue the market repriced the strength of the model" [X Link](https://x.com/realroseceline/status/2022366537898926321) 2026-02-13T17:45Z 14.5K followers, [---] engagements "At this level of reinvestment a 5% operating margin at $TSLA is not weakness it is strength. In a world obsessed with what have you done for me lately people ignorantly point to the high PE and stop there. But anyone who digs a little deeper understands there are fifty shades of gray in these nuanced numbers. Most companies investing this aggressively would be deep in losses. $TSLA is still operating in the black while funding factories AI energy and autonomy at the same time. That is not ordinary it is quite remarkable. Of course the market knows this and thats why Tesla sports a $1.5t" [X Link](https://x.com/realroseceline/status/2022480821438026163) 2026-02-14T01:19Z 14.5K followers, [----] engagements "$SPGI is a remarkable business. 🌹" [X Link](https://x.com/realroseceline/status/2022480991697469910) 2026-02-14T01:20Z 14.5K followers, [----] engagements "Thoughts on $SNAP When I invest in an entrepreneur I am not just buying a ticker. I am choosing to stand in life with that person through thick and thin. So if the stock is falling hard and the founder is selling a meaningful amount of shares into that decline over and over again that is a turn off to me. It tells me we are not playing the same game and quite frankly its unacceptable because our incentives are misaligned. You can launch new initiatives. You can excite sucker stuck investors. The stock can even double or triple from the lows I dont care The stewardship is simple because either" [X Link](https://x.com/realroseceline/status/2022483230465888681) 2026-02-14T01:29Z 14.5K followers, 22.1K engagements "Some notes insights and thoughts on $CELH 1/ Celsius Holdings $CELH operates an asset light business model which has been a key factor in its rapid growth and strong financial performance. Unlike traditional beverage companies $CELH does not own its own manufacturing plants 2/ Instead of investing in expensive factories and equipment $CELH outsources its production to third party copackers. These manufacturers handle the entire process from sourcing ingredients to bottling and packaging the drinks 3/ This approach allows $CELH to scale production quickly without the burden of heavy capital" [X Link](https://x.com/realroseceline/status/1887199053529948386) 2025-02-05T17:58Z 14.4K followers, [----] engagements "Today I took a look at $WISE (Wise plc) and its a compelling fintech businesses. Heres why: Wise is a UK based company that allows users both individuals and businesses to move money internationally at a lower cost than traditional banks. Their core innovation is using real exchange rates (mid market) and minimizing transfer fees. Over the years theyve expanded into multi currency accounts debit cards and B2B payment solutions essentially becoming a financial infrastructure platform for global money movement. On the income statement the numbers are strong. For FY [----] revenue came in at 1.54" [X Link](https://x.com/realroseceline/status/1922430491732676647) 2025-05-13T23:15Z 14.5K followers, 27.2K engagements "What the Stock Market Could Look Like in [--] and [--] Years Lets talk about the stock market in the future. People always overestimate what can happen in one or two years and they underestimate what can happen in ten or twenty. That is real compounding. In ten years I think the market will look very different from today. Global market cap is around $110T right now. If earnings keep compounding it could be closer to $200T in ten years. In twenty years it could be $350T or more. Some of the largest companies today like $AAPL $MSFT $AMZN and $GOOG will still be strong but their growth rates will be" [X Link](https://x.com/anyuser/status/1968666156656734469) 2025-09-18T13:19Z 14.5K followers, 10.1K engagements "Good report overall from $DLO. I wont bore you with the numbers plenty of people on here are much better than me at copy and pasting the results. The core business looked solid growing very fast but a few emerging market headwinds showed up: Egypt had a full quarter impact from the share of wallet loss albeit we already knew about it from last quarter. Argentina had lower interest rate spreads resulting in a temporary rise in processing costs. Mexico also had some temporary margin pressure. A non cash IFRS inflation adjustment and a payment mix shift hurt margins. TPV growth slowed and it was" [X Link](https://x.com/anyuser/status/1988750166409761183) 2025-11-12T23:26Z 14.5K followers, 13.5K engagements "The $FOUR valuation illusion Lately Ive been studying payments businesses like $DLO $GPN $FISV $FOUR etc. While digging into $FOUR I came across a nuance in the accounting numbers that I think some investors may have missed because they are looking at the wrong denominator. People look at $FOUR and immediately see a bargain (which is not totally incorrect). Fast growth strong EBITDA solid free cash flow and a valuation that looks cheap. But the cheapness is not as simple or clean as it looks because M&A is a huge part of the business and the clean looking profitability numbers are adjusted" [X Link](https://x.com/realroseceline/status/2003481867560120402) 2025-12-23T15:04Z 14.5K followers, 46.8K engagements "I still havent heard a sensible take on $UNH given how many opinions are floating around. So heres whats going on in very simple terms: #1. No the market isnt dumb When youre an insurance company and you grow revenue by insuring people you should never have insured that isnt growth. Thats bad underwriting and bad underwriting always looks fine at first but the problem only shows up later (aka now). #2 The market understands this. Insurance is not about how fast you grow its about how well you price risk. If you sacrifice discipline to chase revenue you might look good for a while but" [X Link](https://x.com/realroseceline/status/2016551486352990260) 2026-01-28T16:38Z 14.4K followers, 23.5K engagements "@wall_st_regard Reread the red text in the chart" [X Link](https://x.com/realroseceline/status/2017620486910578815) 2026-01-31T15:26Z 14.5K followers, [----] engagements "$DIS should restructure by spinning out the bad businesses and become a smaller simpler more focused company. It would be a better overall business with better returns on capital and likely get a higher multiple. Also they need to stop tarnishing their brand for absolutely no reason cut out all the woke craziness and return to their roots of making beautiful animation for kids. 🌹 $DIS demonstrating why cable network are worth so little. ESPN is the gold standard but sales up just 1% and 23% drop in operating income from higher content costs and carriage disputes. If this can happen to ESPN" [X Link](https://x.com/realroseceline/status/2018366939970834747) 2026-02-02T16:52Z 14.4K followers, [----] engagements "$UBER with some out-of-the-box advertising. Flying banners around San Francisco during SB week is smart. Millions of people coming into the city. Im no expert but they say that the best ads dont persuade they reassure. 🌹" [X Link](https://x.com/realroseceline/status/2018443830845170152) 2026-02-02T21:58Z 14.4K followers, [----] engagements "Ive used Yahoo Finance for years but Im getting tired of it. What software do you use to track your stock watchlist" [X Link](https://x.com/realroseceline/status/2018497103433982220) 2026-02-03T01:29Z 14.4K followers, 36.1K engagements "I have been saying for a long time that $SNAP is largely a fraud.🌹 $SNAP is close to all time lows at $6.7 despite growing revenues/profit. Here's why: The financial engineering looks criminal. Snapchat is a $11.5B company that has 1B MAU with Q3 adjusted EBITDA $132M. However: - $SNAP stock comp for the last 12M $2.5 Billion. Yes https://t.co/7gLKLGBDks $SNAP is close to all time lows at $6.7 despite growing revenues/profit. Here's why: The financial engineering looks criminal. Snapchat is a $11.5B company that has 1B MAU with Q3 adjusted EBITDA $132M. However: - $SNAP stock comp for the" [X Link](https://x.com/realroseceline/status/2018714480939602252) 2026-02-03T15:53Z 14.4K followers, [----] engagements "For years $PYPL was treated as one of the untouchable giants of fintech. A decade ago it was worth roughly $50b while $MELI was less than $10b. They looked very different because $PYPL was a legacy platform and $MELI seemed like a startup. The pandemic changed everything as ecommerce digital payments and credit all accelerated at once and exposed which models were superior. $MELI used that moment to build an ecosystem. Marketplace payments logistics and credit all fed into each other. Credit became the engine. More usage created more data. Better data led to better underwriting. Better" [X Link](https://x.com/realroseceline/status/2018737830479171789) 2026-02-03T17:26Z 14.4K followers, 14.9K engagements "Insider activity at the fraud known as $SNAP 100% sells and [--] buys even as the stock traded at all time lows" [X Link](https://x.com/realroseceline/status/2019006600586080394) 2026-02-04T11:14Z 14.5K followers, 21.1K engagements "@Ashton_1nvests What the longest youve held an equity" [X Link](https://x.com/realroseceline/status/2019409195150516241) 2026-02-05T13:54Z 14.5K followers, [----] engagements "@DeschutesAsset @Downtown Thanks for sharing what you think and how you feel and also thanks to chat gpt for writing for you. 🌹" [X Link](https://x.com/realroseceline/status/2021422154852729216) 2026-02-11T03:12Z 14.4K followers, [--] engagements "@grok @MinhungShih Better question is why are they buying back $2b at these prices" [X Link](https://x.com/realroseceline/status/2021646389479080094) 2026-02-11T18:03Z 14.4K followers, [---] engagements "@grok @MinhungShih $2n fcf into a $150b market cap is 75x 🤷♀" [X Link](https://x.com/realroseceline/status/2021647265463775318) 2026-02-11T18:07Z 14.5K followers, [---] engagements "@cheekyaustinn Dont understand either biz too complex. Also change your user name its lame" [X Link](https://x.com/realroseceline/status/2021957232024596584) 2026-02-12T14:39Z 14.5K followers, [---] engagements "@malumkya 🎯" [X Link](https://x.com/realroseceline/status/2021973941162848433) 2026-02-12T15:45Z 14.4K followers, [---] engagements "@JustusFult99485 Why are you a better investor than I am" [X Link](https://x.com/realroseceline/status/2021980984430973300) 2026-02-12T16:13Z 14.5K followers, [---] engagements "@AnaCintra24 Yes but so what" [X Link](https://x.com/realroseceline/status/2022005205077033010) 2026-02-12T17:49Z 14.5K followers, [---] engagements "@WC_Gamer_BG Thanks see my post from a year ago re their depreciation" [X Link](https://x.com/realroseceline/status/2022036220864549094) 2026-02-12T19:52Z 14.5K followers, [---] engagements "@P33B3 @JustusFult99485 Wrong You get excited about a double and I am interested in a [--] bagger" [X Link](https://x.com/realroseceline/status/2022321615737069938) 2026-02-13T14:47Z 14.5K followers, [--] engagements "What company should I look at next Has to be: Relatively small Fast growing Profitable Reasonably valued Strong management High returns on capital Easy to understand: Im not trying to cure cancer or count pi to the 20th digit. No banks no insurance no oil and gas no healthcare no biotech you get the point Ideally something overlooked or underappreciated. Hint: last time I did this I chose $XPEL Drop the ticker and a note on why its worth a look. If something catches my eye I will write a post about it. 🌹" [X Link](https://x.com/realroseceline/status/1935379842792571286) 2025-06-18T16:51Z 14.5K followers, 31.5K engagements "This guy knows exactly what hes doing this is my kind of investing. $52B spread across [--] stocks with a 30% top position shows real conviction. My only small critique is to consolidate the [--] smallest positions and roll them into whichever one he believes in the most which would leave him with [--] total holdings.🌹 CHRIS HOHN AND TCI FUND MANAGEMENT JUST UPDATED THEIR $53 BILLION PORTFOLIO Here's what they held as of the end of Q3 (September 30th) https://t.co/knrYmoMez2 CHRIS HOHN AND TCI FUND MANAGEMENT JUST UPDATED THEIR $53 BILLION PORTFOLIO Here's what they held as of the end of Q3" [X Link](https://x.com/realroseceline/status/1989381411435155956) 2025-11-14T17:14Z 14.5K followers, 201.5K engagements "The heist continues $SNAP buying back $500m in stock and issuing over a billion in SBC. 🌹" [X Link](https://x.com/realroseceline/status/2019174929330237889) 2026-02-04T22:23Z 14.5K followers, 14.9K engagements "@AJ_Invests_Co Where compute power will come from is a very different question than where will your investment profits come from" [X Link](https://x.com/realroseceline/status/2022035009788686573) 2026-02-12T19:48Z 14.5K followers, [---] engagements "@TheRayMyers Americans are much better engineers and its nit even remotely close ie compare US tech market to Russian prior to war. Like comparing an elephant to a mouse" [X Link](https://x.com/realroseceline/status/2021950964425716146) 2026-02-12T14:14Z 14.5K followers, [----] engagements "@C95524Cj Its funny you said that bc many years ago when I first saw the so called skate board design by Tesla I called it a glorified gold cart" [X Link](https://x.com/realroseceline/status/2022484623406829816) 2026-02-14T01:34Z 14.5K followers, [---] 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 🌹 Thanks for all the creative suggestions. After going through them I chose $BBW: Build-A-Bear Workshop. At first glance it might seem like an odd pick. But the deeper I went the more it checked the right boxes. Its simple to understand highly profitable earns great returns Thanks for all the creative suggestions. After going through them I chose $BBW: Build-A-Bear Workshop. At first glance it" [X Link](https://x.com/realroseceline/status/1961614369764381136) 2025-08-30T02:18Z 14.3K followers, [----] engagements "How insurance works I have been looking at some insurance businesses and wanted to share a quick note about how insurance really works. The first number to understand is the loss ratio. It tells you how much of every $1 an insurance company collects goes out to pay claims. If the loss ratio is [--] it means $0.70 of every $1 is used to pay claims. The second is the expense ratio. This is everything else it costs to run the business. Salaries marketing technology commissions. If the expense ratio is [--] it means $0.25 of every $1 is gone. Add those together and you get the combined ratio or CR." [X Link](https://x.com/anyuser/status/1962354293388054728) 2025-09-01T03:18Z 14.5K followers, 13.2K engagements "Been looking at $ROOT $ROOT is an interesting company at its core it is a simple car insurance business trying to make buying car insurance easier faster and less painful. That alone is enough to win share if they do it well. There are four main ways $ROOT can grow: One is selling direct like Geico. You go to their site or app buy your insurance done. Second is partnerships like Carvana Hyundai etc. You buy a car and in 2-3 clicks you also get $ROOT insurance. Third is channel expansion. In other words paying for customers through ads and marketing. This is the most expensive path but it can" [X Link](https://x.com/anyuser/status/1962535624847839539) 2025-09-01T15:18Z 14.5K followers, 20.6K engagements "@arny_trezzi Or you can invert things were sensibly priced [--] years ago and crazy expensive now" [X Link](https://x.com/anyuser/status/1962929978183753979) 2025-09-02T17:25Z 14.3K followers, [----] engagements "How to Think Differently When Investing Great investing isnt about swinging at every pitch. Its about waiting for the rare fat pitch where the downside is low and the upside is high (asymmetric opportunity). When those opportunities appear dont show up with a teaspoon you bring a shovel. Yes those moments are rare. Yes they are difficult to recognize. If they were obvious everyone else would already be there. History is full of examples where patience and boldness paid off. Buffett buying American Express $AXP during the salad oil scandal Apple $AAPL trading at 12x earnings when people" [X Link](https://x.com/anyuser/status/1963235503043727548) 2025-09-03T13:39Z 14.5K followers, 12.1K engagements "General Atlantic is selling [--] million $DLO shares in a secondary offering. $DLO is not selling any shares and will not get any money. The underwriters may sell another [----] million if demand is strong. GA was $DLO seed investor and has not sold any shares up to this point now they are taking some chips off the table. It does not dilute shareholders and does not change fundamentals. $DLO is still executing and growing. The stock may move short term because of extra shares in the market but the business itself remains intact. This might actually be a good thing because it will increase the" [X Link](https://x.com/anyuser/status/1963345612453400882) 2025-09-03T20:57Z 14.5K followers, 17.4K engagements "At the moment the new popular stock is $DUOL. It is without question an impressive business on most metrics. Super profitable fast growing high efficiency and generating a lot of FCF. Some even compare it to $NFLX and $SPOT. Its current retention and growth in paid customer (and not paid) is definitely impressive. But the one fundamental issue I personally have with $DUOL is the core of its product. It is learning. And learning requires discipline and patience. That is the opposite of how most consumer behavior works. Weight loss is a perfect analogy. Everyone wants the outcome but very few" [X Link](https://x.com/anyuser/status/1965132639129800881) 2025-09-08T19:18Z 14.5K followers, 49.1K engagements "Webull $BULL offered me 2% cash (approx $120k) to transfer my portfolio over. Albeit I had to email them and ask because they cap the bonus at 2% up to $1m ($20k) on their website. Adios $HOOD despite all the fans your moat is only as strong as your competitors bonus" [X Link](https://x.com/anyuser/status/1965525348898234837) 2025-09-09T21:18Z 14.5K followers, 29.5K engagements "My thoughts on $DLO CEO Pedro Arnts interview at the Goldman Sachs Technology Conference I spent some time listening to Pedro Arnt talk about $DLO and it made me think about how different this company looks today. It is not just a LatAm payments story anymore. It feels more like a scaled infrastructure business that is spreading across emerging markets. The market is messy. Too many small fintechs chasing pieces of the pie most of them not built to last. That creates price pressure but it also creates consolidation. Scale wins here imho. Merchants do not want to deal with the payments the" [X Link](https://x.com/anyuser/status/1965820426879459399) 2025-09-10T16:51Z 14.5K followers, 20.3K engagements "$DLO Pedro says lower take rates are not a problem. Merchants get discounts as their volume grows which lowers rates. That is normal. What matters is total payment volume growth. It has more than made up for lower rates so gross profit in dollars is still growing. Management focuses on growing gross profit dollars. Gross profit is the most important metric at $DLO and recently it has reaccelerated. With the business being asset light that drives strong EBITDA and earnings growth over time. Even if take rates keep falling volume growth should more than offset it. With a big market this can" [X Link](https://x.com/anyuser/status/1966210611450360271) 2025-09-11T18:41Z 14.5K followers, 11.7K engagements "Ive said this before and still believe it. If companies reported every [--] months instead of [--] theyd spend less time worrying about beating the quarter and more time running the business with less Wall Street noise and more focus on long term results. I really like the idea. 🌹 BREAKING: Trump: companies and corporations should no longer be forced to "Report" on a quarterly basis https://t.co/DHNQL8OA5r BREAKING: Trump: companies and corporations should no longer be forced to "Report" on a quarterly basis https://t.co/DHNQL8OA5r" [X Link](https://x.com/anyuser/status/1967566719301652868) 2025-09-15T12:30Z 14.5K followers, 11.1K engagements "Im on the verge of buying a new stock. Not one of the usual tickers that get recycled here every day. Its trading at a steep discount to its real value and insiders are buying aggressively. In the past I used to post my buys right away and too many people would follow blindly and I didnt like that. This time Ill share later once my position is built. Heres what Ill say now. Most investors here spend their energy arguing over the same crowded names while ignoring the companies where the math actually makes sense. The stock Im looking at wont stay quiet forever but by the time the crowd notices" [X Link](https://x.com/anyuser/status/1968031228650803404) 2025-09-16T19:16Z 14.5K followers, 20.2K engagements "A few mins ago I was in line at Chipotle $CMG and the person in front of me was using Buy Now Pay Later to pay for her burrito. It upset me so I decided to cover it for her. She looked so relieved and it made my day. I ended up buying lunch for the other [--] people in line too albeit they probably didnt need it. Crazy to think some people need BNPL just for lunch. Good deeds always come back double in life. 🌹" [X Link](https://x.com/anyuser/status/1968060631640314151) 2025-09-16T21:13Z 14.5K followers, 36K engagements "I bought $TSLA in my IRA in [----] and I never sold today it became a [--] bagger. 🎉 In [----] I maxed my IRA at $5500 and had about $2500 cash and invested $8000 in $TSLA in May [----] at $16 per share. At first it felt thrilling then terrifying. My $8000 dropped by half. March [----] came the world was crashing and $TSLA looked doomed along with many other companies. I held anyway I did nothing else no selling no panic no clever timing. Today that $8000 is $200000 enough to buy a house in some places a [--] bagger. Sometimes the best move is to do nothing hold and let compounding work its magic. In" [X Link](https://x.com/anyuser/status/1969106350962852028) 2025-09-19T18:28Z 14.5K followers, 31.6K engagements "Biggest no brainer since $DLO $10 $FOUR is a $7.6 billion market cap that is looking at producing $1 billion in FCF in [----] growing top line 30% with operating leverage. Great leadership and strong culture differentiated product strategy high ROIC business. Seems like a no-brainer. $FOUR is a $7.6 billion market cap that is looking at producing $1 billion in FCF in [----] growing top line 30% with operating leverage. Great leadership and strong culture differentiated product strategy high ROIC business. Seems like a no-brainer" [X Link](https://x.com/anyuser/status/1969514385921229255) 2025-09-20T21:29Z 14.5K followers, 24.7K engagements "Patience Turned $40k into $800k (a [--] bagger) I invested in $TSLA a long time ago and never sold a share. I waited patiently through all the noise. I ignored the pundits who said the company was doomed and that competition would crush it. I ignored the headlines that told me to take profits because the stock had run too far too fast. The loudest opinions are often the quickest to tell you you are doing something wrong. The irony is they have never achieved anything themselves. Not a five bagger not a [--] bagger and definitely not a [--] bagger. It was not easy the drawdowns were brutal and the" [X Link](https://x.com/realroseceline/status/1970149231160918465) 2025-09-22T15:32Z 14.5K followers, 238.1K engagements "I rarely find multiple stocks I like at the same time. But right now I think all [--] are compelling: $ROOT $FOUR $DLO 🌹" [X Link](https://x.com/anyuser/status/1970333637511127281) 2025-09-23T03:45Z 14.5K followers, 20.4K engagements "The psychology of a [--] bagger Even $BRK one of the most durable businesses in history has fallen 50% three times. Thats not a speculative stock its Buffetts masterpiece. If that can happen to $BRK it can happen to anything. This is the truth of compounding. If you plan to own a company for decades you will endure brutal drawdowns. The chart of any great business looks obvious in hindsight but in the moment it feels like chaos. Headlines scream the business is broken. Analysts downgrade it. Commentators say the story is over. You will look like a fool for holding. That is the price of" [X Link](https://x.com/anyuser/status/1970460232733303146) 2025-09-23T12:08Z 14.5K followers, 18.5K engagements "$FOUR trades at a $7b valuation if they hit $1b like management suggests thats a 14% free cash flow yield. Too cheap for a company with strong cash flow and execution. The upside isnt just growth its also multiple expansion making this an asymmetrically attractive risk/reward opportunity with limited downside and high upside. 🌹" [X Link](https://x.com/anyuser/status/1971396038931120546) 2025-09-26T02:06Z 14.5K followers, 16.5K engagements "A $15k bet in a $4m portfolio 🤔 if it looses 50% or quadruples both outcomes are irrelevant. Dont forget what 🌹preaches: if you have conviction bring your shovel not your teaspoon. I am not only betting against $TSLA stock but I am also betting against $PLTR stock with an instrument that is 2X leveraged against Palantir. Take a look here. I want to slay $HOOD also but trying to figure out how. Small hedges if done right can protect well from downside. https://t.co/ICJr0XmuLq I am not only betting against $TSLA stock but I am also betting against $PLTR stock with an instrument that is 2X" [X Link](https://x.com/anyuser/status/1973902250021200125) 2025-10-03T00:05Z 14.5K followers, 22K engagements "The Advantage of Being Small Theres nothing wrong with investing in a very large company. A so called mega cap like $AMZN is worth around $2 trillion. For it to 10x it would probably need to be worth around $20 trillion. That would likely mean close to a trillion dollars in profit (at 20-25x earnings). Is that impossible Probably not or perhaps a better answer is I dont know. But the better question is whether its necessary As small investors we dont have to play that game. We have a wide universe of opportunities that go far beyond the [---] to [----] big names everyone already talks about." [X Link](https://x.com/anyuser/status/1977837864160489816) 2025-10-13T20:44Z 14.5K followers, 38.7K engagements "The Upside in $ROOT $ROOT embedded partnership with $CVNA is cleaver. It gets their insurance in front of customers at the point of sale cutting customer acquisition costs and making scaling easier. The risk is $ROOT relies heavily on $CVNA. If $CVNA sales slow or they decide to partner with someone else or who knows what it could hurt Roots embedded volume. Thats why diversifying partnerships is important so theyre not tied to one partner. Obviously managment knows this and the partnership channel is growing very fast. $ROOT is not even in all [--] states yet which means there is still a lot" [X Link](https://x.com/anyuser/status/1978195138909520288) 2025-10-14T20:24Z 14.5K followers, 10.3K engagements "The Illusion of Undervaluation Something Ive noticed throughout my investing journey is how often people say this business is cheap so Ill buy it. And sure you can make some money doing that. If youre somewhat intelligent you can probably identify a cheap business thats undervalued. A couple come to mind right away. I have nothing against them personally and Im only using them as examples since people online can get sensitive quickly when you talk about their stocks but names like $PYPL or $ADBE fit that description. Theyre cheap businesses and probably undervalued by some margin. But just" [X Link](https://x.com/anyuser/status/1978848313555501559) 2025-10-16T15:39Z 14.5K followers, 11K engagements "Sitting here scrolling through this app and its wild how much its fallen off since I joined. It used to be full of sharp ideas and insights now its mostly noise. Every other post is XYZ stock is up 8% some random analyst raised their target from $15 to $17. Its just turned into an echo chamber of clickbait and dopamine hits instead of insights and real discussion. The people who actually study businesses barely post anymore because theres no reward for depth only engagement. Real discussions have moved offline or to smaller corners of the internet like private chat. Feels like everyones" [X Link](https://x.com/anyuser/status/1980662166480142760) 2025-10-21T15:47Z 14.5K followers, [----] engagements "They say buy $AMZN I say dont be a fool look south instead go snag some $MELI as your jewel. 🌹 $MELI is down 🔻15% from its June peak. Meanwhile: 🔹 Revenue is up +34% 🔹 Free cash flow grew +55% 🔹 Trades near a 3-year low forward EV/EBITDA In my opinion one of the few great risk/rewards in the market right now. https://t.co/qmAWzjy2vg $MELI is down 🔻15% from its June peak. Meanwhile: 🔹 Revenue is up +34% 🔹 Free cash flow grew +55% 🔹 Trades near a 3-year low forward EV/EBITDA In my opinion one of the few great risk/rewards in the market right now. https://t.co/qmAWzjy2vg" [X Link](https://x.com/anyuser/status/1980687672491622799) 2025-10-21T17:28Z 14.5K followers, 11.7K engagements "A bet on time $MELI People keep asking if they should buy $MELI because its cheaper now at around a $100B valuation after a 20% decline or a so called correction. I dont love answering questions like that because it depends on too many personal factors such as temperament investment goals time horizon etc. In the short term $MELI could easily fall another 50%. Its volatile and Latin America isnt exactly a stable region. But if youre thinking in [----] year terms I think this company has one of the clearest runways on the planet. The management team is exceptional. The culture is world class." [X Link](https://x.com/anyuser/status/1981717840576266245) 2025-10-24T13:42Z 14.5K followers, 51.4K engagements "Hello [--] bagger How do you turn $40k into $850k You buy $TSLA do nothing and wait patently for a long time while everyone around you gets emotional.🌹" [X Link](https://x.com/anyuser/status/1982841962987422128) 2025-10-27T16:08Z 14.5K followers, 32.2K engagements "@HolySmokas Youd make about 30% less once Uncle Sam takes his cut and after 3% inflation your real gains are basically zero. 🌹" [X Link](https://x.com/anyuser/status/1982900029145919650) 2025-10-27T19:59Z 14.5K followers, 12.2K engagements "Most people hate hearing this but stocks are not really attractive at the moment. Sure there might be little pockets where you can find some value but generally speaking current valuations will not produce bonanza returns. 🌹" [X Link](https://x.com/anyuser/status/1982952929448620057) 2025-10-27T23:29Z 14.5K followers, 15.8K engagements "Im considering writing a book on investing. I dont have much to add when it comes to numbers such as balance sheets cash flows or other metrics. Honestly most people can master those fairly easily. What they struggle with and what I want my book to focus on is the psychology of investing. I want to explore the mindset and strategy behind buying and owning businesses. I want to show why so many smart investors fail not because they misread the numbers but because they mismanage themselves. Emotions patience and discipline often determine long term success. My goal is to give readers not just a" [X Link](https://x.com/anyuser/status/1983212012642705424) 2025-10-28T16:39Z 14.5K followers, 19.4K engagements "That fact that $MELI is net income profitable and not plowing all the money back into the business like $AMZN did until it reached hundreds of billions of dollars is extraordinary. [--] trimestres consecutivos de crecimiento superior al 30% interanual y US$7.4 mil millones en ingresos netos (+39%) @Mercadolibre Un reflejo de la solidez de nuestro ecosistema de nuestra visin de largo plazo y del propsito de seguir democratizando el comercio y los servicios https://t.co/xIahQszrLv [--] trimestres consecutivos de crecimiento superior al 30% interanual y US$7.4 mil millones en ingresos netos (+39%)" [X Link](https://x.com/anyuser/status/1983709651280785453) 2025-10-30T01:36Z 14.5K followers, 13K 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 [---] 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. 🌹 Chuck Akres updated Q3 [--] 13F" [X Link](https://x.com/anyuser/status/1989090100417007767) 2025-11-13T21:56Z 14.5K followers, 58.7K engagements "Since the overwhelming majority of growth over the coming decades is from emerging markets how would a portfolio of only owning two companies: $SE & $MELI perform over the next 10-20 years 🌹" [X Link](https://x.com/anyuser/status/1989747728092676324) 2025-11-15T17:30Z 14.5K followers, 22.7K engagements "Explain to me how $FOUR is supposed to win over the Ma [--] when those companies do not need terminals or POS systems and what they actually need is one API that can collect convert and move money in and out of 40+ emerging markets. $DLO already does this with every local payment method wallet BNPL service and stablecoin partner they need. They are not competing for the same customers and they do completely different things for completely different markets. I can be stand corrected pls explain thx. 🙏" [X Link](https://x.com/realroseceline/status/1990891455091781687) 2025-11-18T21:14Z 14.2K followers, [---] engagements "$TSLA is going to eat $GOOG Waymos lunch and it has nothing to do with the ride numbers people obsess over today. Early ride counts are cute to reference but largely irrelevant. What matters is what happens when autonomy scales globally. At scale this becomes a pure cost game and Tesla is the only company that controls every major variable in that equation. They design the chips build the cars manufacture the batteries write the software and train the network with the largest real world driving data on the planet. No other company combines all of that under one roof not even close. Waymos" [X Link](https://x.com/realroseceline/status/1998858369151685088) 2025-12-10T20:52Z 14.3K followers, 85.4K engagements "@real_MikeBarnes @TidefallCapital I get it and when Buffett hired Ted I assumed he was an amazing investor. But thus far what ive seen from him hasnt impressed me. $rh $fnd $dva not saying $siri cant work but I think there are better opportunities in growth stocks imho" [X Link](https://x.com/realroseceline/status/2004668721282138160) 2025-12-26T21:40Z 14.4K followers, [---] engagements "Im getting a little annoyed by the misunderstanding around $GOOG earnings. A few years ago accounting rules changed now companies must report unrealized gains and losses from investments in their quarterly results. Thats critical here: $GOOG owns a sizable stake in SpaceX and when SpaceXs valuation spiked it created a one time $8 billion paper gain that inflated Googles bottom line by approx 25%. That made it look like Googles earnings surged by 40%. But once you strip that out Actual earnings only grew about 7%. (Big difference. Big misunderstanding.) Yes Search and YouTube are still growing" [X Link](https://x.com/realroseceline/status/1915807799898214918) 2025-04-25T16:39Z 14.5K followers, 131.4K engagements "How I Botched a 10+ Bagger: My $AXON Mistake One of my biggest investing mistakes wasnt picking the wrong company it was selling the right one far too early. The stock was $AXON. I first bought it when the business was valued around $3 billion. At the time it checked so many of the boxes I look for a mission driven team dominant market position expanding TAM and strong fundamentals. Everything made sense. But a short time later when the market cap hit around $5 billion I sold. Not because the business was deteriorating in fact it was the opposite. The numbers were improving. Margins" [X Link](https://x.com/realroseceline/status/1928836464898720026) 2025-05-31T15:30Z 14.5K followers, 18.7K engagements "How I turned $55K into $1 million Around [--] years ago I invested $55000 into $NFLX. At the time it felt like a massive risk. Netflix had just gone through the Qwikster mess the stock had crashed and sentiment was horrible. But Carl Icahn was buying and I believed the business would recover. Ive held ever since. Through the COVID spike. Through the Bill Ackman drama. Through all the volatility. Ive never sold a single share. Today that $55K is worth approx $1M. Im not sharing this to flex. Im sharing it because I think people forget what real investing looks like. Its not about trading" [X Link](https://x.com/realroseceline/status/1930072184678240506) 2025-06-04T01:20Z 14.5K followers, 647.3K engagements "Industries I consider non-investable There are entire industries that look investable until you study what actually drives them. Some are elegant on the surface but chaotic underneath. Others are just structurally bad no matter how talented the operators are. Oil and gas is a classic case. Strong cash flows asset rich balance sheets and high dividends draw investors in. But at the end of the day youre just along for the ride. You dont control the price of oil. OPEC geopolitical shocks or global demand swings do. You can be right about everything inside the company and still lose money because" [X Link](https://x.com/realroseceline/status/1930251725736423867) 2025-06-04T13:14Z 14.5K followers, 54.1K engagements "Attractive Industries For Investment Last post was about unattractive industries here are some attractive ones I like: There are a few industries where the economics are so strong and the dynamics so favorable that the odds are stacked in your favor from the start. These businesses dont just survive they compound. Software is the clearest example. High gross margins low incremental costs recurring revenue and pricing power. Once the product is built every additional customer drops straight to the bottom line. If you can retain users and expand the economics get better over time. $SHOP $MSFT" [X Link](https://x.com/realroseceline/status/1930305642973278564) 2025-06-04T16:48Z 14.5K followers, 18.7K engagements "Came across this chart in @JohnHuber72s blog and it hit me over the past decade valuations didnt just rise the whole definition of what investors are willing to pay for completely changed. We went from pricing cash flows to pricing narratives. Multiples expanded not just because businesses got better but because belief got stronger. The real question now is what happens if that belief fades or expectations underwhelm 🌹" [X Link](https://x.com/realroseceline/status/1930440564207694320) 2025-06-05T01:44Z 14.5K followers, 47.4K engagements "People keep saying $GOOG (and $AMZN) are cheap theyre not. The market isnt dumb its not severely undervaluing two of the best run most followed companies on earth. Stop looking at earnings Theyre noisy full of accounting fluff and totally useless for valuing these kinds of businesses. The only thing that matters is free cash flow how much real money the business spits out that you can actually reinvest or distribute. $GOOG did $73B in FCF last year. At a $2.1T market cap thats a 30x multiple not cheap (account for SBC and its even more expensive). Youre paying up and thats fine just dont" [X Link](https://x.com/realroseceline/status/1940795079809290652) 2025-07-03T15:29Z 14.5K followers, 101.4K engagements "What Happens When Garbage Stocks Become [--] Baggers Were in a market where pure junk is going parabolic. Its not just that the S&P is at all time highs. Its that companies with no profits and no path are turning into [--] baggers and their holders think that means theyre geniuses. Look at $ASTS and $RKLB. These arent overlooked innovators. Theyre capital destruction machines. $ASTS has negative gross margins and no product. $RKLB is burning money on satellite launches with no pricing power and no long term viability. But the markets been so forgiving that these stocks have turned into lottery" [X Link](https://x.com/realroseceline/status/1946241117231730836) 2025-07-18T16:10Z 14.5K followers, 130.1K engagements "My feed is 90% $OSCR Im still 0% convinced. 🌹" [X Link](https://x.com/realroseceline/status/1947640644429877537) 2025-07-22T12:51Z 14.5K followers, 22K engagements "You can like whatever stock you want whether its $GOOG $UNH $NBIS $PLTR or $DLO. At the end of the day we are all here trying to make money. Grateful I found this community and wishing everyone a great weekend. 🌹" [X Link](https://x.com/realroseceline/status/1956577800061915479) 2025-08-16T04:44Z 14.5K followers, 10K engagements "Walk me through the upside here" [X Link](https://x.com/realroseceline/status/1962897157150941599) 2025-09-02T15:15Z 14.5K followers, 205.7K engagements "10 years ago I invested in $AMZN after reading Bezoss letters. I had $100k of capital to invest and put 27% into $AMZN. Ive never sold a share the stock has gone up 11x since. Patience and disciplined pays off: $27k to $338k 🌹" [X Link](https://x.com/realroseceline/status/1963291952264163688) 2025-09-03T17:24Z 14.5K followers, 101.3K engagements "There are certain people you should never bet against. For example Elon Musk. Another person you should never ever ever ever bet against is Mark Leonard and his team $CSU 👇 Also if you have not read his writing then stop what youre reading and go read his writing. Or if you dont know how to read learn and then go read his writing. 🌹 Constellation Software Inc. Constellation provides its thoughts on the potential impact of AI on software Cover page from RBC report - stock crushed today long report just browsing $csu https://t.co/hKe1GjvriL Constellation Software Inc. Constellation provides" [X Link](https://x.com/realroseceline/status/1970542034231734507) 2025-09-23T17:33Z 14.5K followers, 22.5K engagements "Why Your Portfolio is a Mirror of You Most people think a portfolio is just a collection of stocks. In reality it is a reflection of the person who built it. Your portfolio shows how you think about risk how patient you are how much you chase hype and whether you truly believe in the businesses you own. If you panic every time a stock drops and sell out your portfolio shows that you value comfort over conviction. If you constantly rotate into whatever stock is trending your portfolio shows that you want excitement more than long term compounding. If you own only one or two stocks that shows" [X Link](https://x.com/realroseceline/status/1973844014593159561) 2025-10-02T20:14Z 14.5K followers, 30.5K engagements "Quick back of the napkin on $AMZN. Sales are about $700 billion today. If they grow 10% a year for ten years sales hit [---] trillion. At a 15% margin that is roughly $250 billion in profits. Using a [--] times multiple gives a $6 trillion valuation or about 12% annual return. In a really bullish scenario if all the stars align and the business does better than expected and the multiple expands because investors are optimistic $AMZN could reach an $8 trillion market cap in ten years or roughly a 15% annual return. The business could do better with AI robotics and advertising or slower if margins" [X Link](https://x.com/realroseceline/status/1981510503211159556) 2025-10-23T23:58Z 14.5K followers, 66.6K engagements "Quick back of the napkin math on $MELI Sales are about $24 billion today. If sales grow 20% a year for ten years sales hit roughly $150 billion. At a 10% margin thats about $15 billion. Using a [--] times multiple gives a valuation of around $370 billion. Todays market cap is roughly $100 billion that implies about 14% annual return. In a more bullish scenario if growth and margins beat expectations and $MELI reaches $500 billion in ten years that works out to roughly 18% annual return. Dont hate the player hate the game and dont shoot the messenger 🌹" [X Link](https://x.com/realroseceline/status/1981765923657986464) 2025-10-24T16:53Z 14.5K followers, 28.7K engagements "The investments I find most peculiar are the ones where your daily gain exceeds your original investment amount. $AMZN 🌹" [X Link](https://x.com/realroseceline/status/1984283231324377412) 2025-10-31T15:36Z 14.5K followers, 151.6K engagements "Quite the story at the gym today. I get on the treadmill and the girl next to me is running full speed like she just robbed a bank. As Im watching I notice she has a $DLO dLocal water bottle which was very amusing and highly perplexing. So I wait for her to finish and start a conversation. Turns out she works for General Atlantic $DLO seed investor and was actually one of the people who led the round. Naturally I light up and start talking about General Atlantics investment in $DLO their early conviction everything I love about the business and so on. She was blown away by how much I knew so" [X Link](https://x.com/realroseceline/status/1985376432256938118) 2025-11-03T16:00Z 14.5K followers, 48.6K engagements "Thoughts on $MELI & $AMZN earnings: $MELI posted another strong quarter with revenue up 39% and earnings just slightly below expectations. Every segment of the business is firing marketplace payments ads logistics. Profit is growing more slowly than revenue because the company keeps reinvesting to expand and capture more market share. Margins dipped a bit but that is exactly what great companies do when they are building and growing they reinvest and high rates of return. It reminds me of $AMZN early years when they prioritized growth over short term profits. $MELI is doing the same with a" [X Link](https://x.com/realroseceline/status/1987323559837086186) 2025-11-09T00:57Z 14.5K followers, 26.5K engagements "Imho there are small pockets of attractive price to value in the market but overall the market still feels unattractive right now. People joke about Michael Burry when he says he does not understand the market yet what he really means is that he cannot find value at prices that make sense. That is not unreasonable it is common sense and it takes real courage to step aside when youre making a lot of money while everyone else is excited. There are plenty of great businesses today with strong economics real competitive advantages talented management and clean balance sheets. The issue is not the" [X Link](https://x.com/realroseceline/status/1989031280516952106) 2025-11-13T18:03Z 14.5K followers, 33.9K engagements "Another guy who gets investing 🌹 Mark Massey isnt very public but hes one of my top managers based on positions. https://t.co/dyetsOMfJH Mark Massey isnt very public but hes one of my top managers based on positions. https://t.co/dyetsOMfJH" [X Link](https://x.com/realroseceline/status/1989487144709361837) 2025-11-15T00:14Z 14.5K followers, 65.9K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@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.
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Social Influence
Social category influence luxury brands #734 stocks #2075 finance #4375 technology brands 19.21% cryptocurrencies 8.61% automotive brands 6.62% countries 1.99% celebrities 1.32% financial services 1.32% social networks 0.66%
Social topic influence business #2507, strong 10.6%, $dlo #21, in the 8.61%, investment #455, money 7.95%, $meli 7.28%, cash flow #16, if you 6.62%, stocks #635
Top accounts mentioned or mentioned by @ashton1nvests @anacintra24 @betochmam @grok @justusfult99485 @tommyleed8888 @varunv_malhotra @coinviction @ashton_1nvests @qualityinvest5 @sashinvesting @dotybilly @travisbrendan2 @c95524cj @origoinvest @michaelchutney @deepvaluebagger @wall_st_regard @fredrik33m @tinytitanscap
Top assets mentioned DLocal Limited (DLO) MercadoLibre Inc (MELI) Amazon.com, Inc. (AMZN) Snap, Inc. (SNAP) Tesla, Inc. (TSLA) 4 (FOUR) The Root Network (ROOT) Global Payments Inc (GPN) Alphabet Inc Class A (GOOGL) Palantir Technologies Inc. (PLTR) Uber Technologies, Inc. (UBER) Netflix Inc (NFLX) PayPal Holdings Inc (PYPL) Nebius Group N.V. Class A Ordinary Shares (NBIS) Shopify Inc (SHOP) Ferrari N.V. (RACE) Atlassian Corporation PLC (TEAM) UnitedHealth Group (UNH) Axon Enterprise, Inc. (AXON) Robinhood Markets, Inc. (HOOD) Crocs, Inc. (CROX) Bank of America (BAC) Basis Cash (BAC) Deckers Outdoor, Corp. (DECK) Root, Inc. (ROOT) Weyerhaeuser Co (WY) Bridge Mutual (BMI)
Top Social Posts
Top posts by engagements in the last [--] hours
"The SaaS Profit Story Everyone Believes There is a very common story investors tell themselves about SaaS companies. First they grow fast then they scale and then at some point in the future they flip a switch and profits show up all at once. The early losses were intentional and margins will come later. Just be patient. It sounds logical and it feels reasonable which is usually a warning sign. This chart looks at public SaaS companies and asks a very simple question. Have any of them meaningfully improved true free cash flow margins since [----] and also ended up with genuinely high free cash"
X Link 2026-01-31T14:36Z 14.5K followers, 55.3K engagements
"Stock Reactions Are About Expectations Not Results One of the most confusing things in investing is watching a company report what looks like a good quarter and seeing the stock fall anyway even though nothing obvious appears to be wrong. The mistake most people make is assuming stocks trade on results when in reality they trade on expectations because Wall Street is not reacting to what just happened but to the gap between what investors believed would happen and what actually showed up. By the time earnings are released the stock price already reflects a story that was built in the weeks"
X Link 2026-02-09T14:02Z 14.5K followers, [----] engagements
"Thoughts on $SHOP GMV hit $378b for the year up 29%. Revenue was $11.6b up 30% which actually accelerated from [----]. At this size acceleration is not easy. Most companies slow down once they get here but $SHOP didnt. Q4 revenue crossed $3b for the first time. One quarter now generates more revenue than the entire company did in [----]. Quite impressive Free cash flow was $2b for the year with a 17% margin. Ten consecutive quarters of double digit free cash flow margins. They are not choosing between growth and profitability anymore. Operating expenses as a percentage of revenue declined again"
X Link 2026-02-11T23:46Z 14.5K followers, 10.4K engagements
"$CROX continues to struggle albeit less than predicted by the so called experts HeyDude is a disaster 🌹"
X Link 2026-02-12T14:46Z 14.5K followers, [----] engagements
"How long will it take for $PLTR to report $30b pretax annually🌹 Palantir $PLTR is now larger than Bank of America $BAC https://t.co/GgwgeBeS0U Palantir $PLTR is now larger than Bank of America $BAC https://t.co/GgwgeBeS0U"
X Link 2025-07-16T15:16Z 14.1K followers, [----] engagements
"Got a lot of pushback here but I am pretty good at sticking to my guns. $DECK 🌹 $DECK starting to look interesting here 🌹 $DECK starting to look interesting here 🌹"
X Link 2025-07-24T20:20Z 14.1K followers, 10.5K engagements
"I am famous now $root 🌹 https://finance.yahoo.com/news/root-inc-root-bull-case-125158426.html https://finance.yahoo.com/news/root-inc-root-bull-case-125158426.html"
X Link 2025-10-24T16:55Z 14.1K followers, [----] engagements
"$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. $DLO grows by"
X Link 2025-11-18T18:07Z 14.2K followers, 25.4K engagements
"I really do not know and I do not like guessing but I expect growth to slow. On your efficiency question - dlo is already extremely efficient and it can get a little leaner but there is a natural ceiling. On the last call the CEO said that out of about [----] employees 300-400 are not really needed because theyre doing manual tasks and will eventually be let go. The savings from those jobs is not the main point. The point is that this is already a very lean highly profitable business that throws off a huge amount of cash. If the market becomes convinced the cash generation is durable the"
X Link 2025-11-29T21:14Z 14.2K followers, [---] engagements
"I have some time to kill ask me anything or tell me something interesting - GO 🌹"
X Link 2025-12-04T23:10Z 14.1K followers, [----] engagements
"@QualityInvest5 My point is that imho quality got a little overpriced in the bull market. Companies like race cost rms spgi etc are amazing but at the end of the day 10% growth at 50x is too much"
X Link 2025-12-10T23:20Z 14.1K followers, [----] engagements
"$GPN looks cheap not because the business is collapsing but because growth expectations have been reset lower a big acquisition scared investors and the stock trades at a historically low multiple compared to peers meaning the market is likely pricing in hesitation more than fundamentals. By [----] management expects $5B in annual free cash flow against a $20B market cap today. Insiders are buying millions in stock. If they execute how do not make money 🌹 https://twitter.com/i/web/status/2000762927159415040 https://twitter.com/i/web/status/2000762927159415040"
X Link 2025-12-16T03:00Z 14.1K followers, [----] engagements
"New idea $GPN I want to share a new idea I have been spending time on $GPN. What draws me to it is how simple the idea is and doesnt require being genius to understand. You do not need to predict the future or invent a new narrative. The economics are simple and visible if you slow down and look. At its core $GPN is a payments company that consists of [--] businesses. The first is issuing. Issuing is where cards are created for consumers. Debit cards credit cards prepaid cards etc. They earn fees when those cards are used but the economics are not attractive. Margins are thin competition is"
X Link 2025-12-18T17:06Z 14.1K followers, 15.1K engagements
"After the acquisition closes in Q1 [--] $GPN will serve over [--] million merchants globally process about $3.7 trillion in payments and handle roughly [--] billion transactions a year. 🌹"
X Link 2025-12-18T18:49Z 14.1K followers, [----] engagements
"@jktadave Many years ago I looked at $wy"
X Link 2025-12-27T05:08Z 14.1K followers, [---] engagements
"Enjoyed reading @DD17_Capital article on a great company $BMI. A genuinely interesting business. Worth a read 🌹 https://open.substack.com/pub/danielsdeepdive1/p/badger-meter-the-future-of-waterr=85prg&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/danielsdeepdive1/p/badger-meter-the-future-of-waterr=85prg&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-06T19:30Z 14.1K followers, [----] engagements
"Agree with @TacticzH on $dlo it offers an attractive risk/reward with a margin of safety.🌹 https://tacticzhazel.substack.com/p/dlocal-deep-dive https://tacticzhazel.substack.com/p/dlocal-deep-dive"
X Link 2026-01-06T20:53Z 14.1K followers, [----] engagements
"Thoughts on $UBER Everyone keeps repeating the same aggregated demand argument and I understand why because for a long time it was obviously true. $UBER owned demand riders opened $UBER first drivers were fragmented and whoever controlled demand basically controlled the whole system. That worked really well in a human driver world and it explains why $UBER became what it became. The problem is people are taking that exact same logic and just extending it forward without really stopping to think about what actually changes once autonomy becomes scaled. Im not saying the bull case is dumb or"
X Link 2026-01-10T19:19Z 14.1K followers, 139.8K engagements
"Thoughts on $RACE: I think there are only a handful of assets in the world that are truly extraordinary and I dont mean extraordinary because they grow fast or use cutting edge technology but extraordinary because they sell to people for whom money is irrelevant. At a certain level of wealth price doesnt matter. If someone like Jeff Bezos is buying his wife a gift the difference between a $20k purse and a $500k is irrelevant. What matters is what the object represents. Status. Scarcity. Taste. Identity. Very few companies sell into that mindset even fewer do it consistently across many"
X Link 2026-01-24T12:17Z 14.1K followers, 32.9K engagements
"@Fredrik33M I am not and I didnt know much about EXOR but several people have already mentioned it to me so I should probably take a look. Generally speaking I dont like investing in holding companies that own stock"
X Link 2026-01-24T16:49Z 14.1K followers, [---] engagements
"@beTochMam Fair"
X Link 2026-01-24T23:27Z 14.1K followers, [---] engagements
"Listened to Pedros recent interview $DLO 👇 Pedro says he joined $DLO because it felt like a $MELI style growth journey but with global reach beyond LatAm into Africa and Asia and because he enjoys building at an earlier stage. He describes the co CEO transition with the founder as intentional giving him time to absorb culture before taking over. The big why $DLO exists point is simple. Payments in emerging markets are fragmented and local. In developed markets most ecommerce runs on cards with high acceptance but in many emerging markets cash is still huge and digital payments are a"
X Link 2026-01-26T16:11Z 14.1K followers, 30.5K engagements
"$DLO I was sitting here thinking about some of the things Pedro said in this interview. He mentions $DLO has roughly [----] customers today and that [--] years from now they could get to [-----] which at first sounds almost unrealistic. But then I asked myself a better question. Even if they only 5x their customer base would that really be a bad outcome For a business like $DLO with operating leverage expanding markets and more usage per customer a 5x increase in customers would result in a completely different earnings and cash flow profile than what people are focused on today. The customer count"
X Link 2026-01-26T22:50Z 14.1K followers, 10.8K engagements
"Growth is decelerating not log ago this company was firing on all cylinders $ROP 🌹"
X Link 2026-01-27T14:50Z 14.1K followers, [----] engagements
"If you think logically having 10x good investment ideas in a single year is nearly impossible by definition. Great investors dont win by collecting ideas they win by concentrating judgment. 🌹"
X Link 2026-01-28T13:09Z 14.1K followers, [----] engagements
"Thoughts on $TSLA People are looking at revenue growth slowing margins coming down and earnings being helped by a tax benefit and concluding that $TSLA is somehow losing its edge. That conclusion only makes sense if you believe $TSLA is trying to optimize for quarterly profits the way a normal car company does. I got news for you it isnt and it hasnt been for a long time. Automotive revenue barely grew even though deliveries were fine (almost [--] million). That tells you $TSLA is choosing price over margin on purpose. They are keeping cars affordable to protect volume and grow the installed"
X Link 2026-01-28T23:33Z 14.1K followers, [----] engagements
"$NOW looks compelling here but the level of stock based compensation is hard to ignore and meaningfully dilutes the story. 🌹"
X Link 2026-01-30T16:39Z 14.1K followers, 13.5K engagements
"Thoughts on $META & $MSFT I listened to both earnings calls this week $MSFT and $META and what stood out to me wasnt the headlines or the beats but how differently the market reacted to two companies doing roughly the same thing. Both beat revenue and earnings. Both are spending more than $100b a year on so called AI. Yet one stock lost over $350b in a single day while the other gained around $170b. That reaction tells you a lot about where this market is right now. $MSFT quarter was fine. Revenue was up 17% and earnings were up 24%. Azure grew 39% which is still strong growth at that scale."
X Link 2026-01-31T15:50Z 14.1K followers, 49.4K engagements
"Thoughts on $NFLX $NFLX had a strong quarter. They slightly beat on both earnings and revenue with revenue up 18% which is impressive at this scale. The business now has 325m subscribers and is guiding to 12%-14% growth in [----]. Margins are expected to expand from 29.5% to 31.5%. Growing while margins are moving higher tells you the platform is getting stronger not weaker. Scale is finally doing what scale is supposed to do. The market still talks about $NFLX like its a content company but it isnt. Content is the input but the massive distribution data and global reach are the real business."
X Link 2026-02-01T15:05Z 14.1K followers, 16.1K engagements
"Today I spent time researching a company no one has probably ever heard of $NRC. They sell via a SaaS model to hospitals that helps measure and improve patient and employee experience. They also cross sells analytics reputation management and AI tools. You can save yourself the time I didnt find much to do backflips about. Its hard to find great businesses early in their growth curve. I think I once heard someone say turn the page. Adios $NRC🌹 https://twitter.com/i/web/status/2018360366699622478 https://twitter.com/i/web/status/2018360366699622478"
X Link 2026-02-02T16:26Z 14.1K followers, [----] engagements
"Adding more stocks does not reduce risk it mostly reduces upside and increases complexity. Want to get better investment results Do this 👇 [--]. Fewer great businesses many good ones [--]. Time tinkering [--]. Letting winners grow constant rebalancing 🌹"
X Link 2026-02-02T19:36Z 14.1K followers, [----] engagements
"$CSU: Capital Allocation Not Software Most debates around $CSU start with the wrong question. People argue about whether there are enough software businesses left to buy whether growth can continue or whether new technologies will disrupt its portfolio. Those are reasonable questions but theyre downstream. They focus on outcomes instead of process. What makes $CSU interesting isnt the software. Its the way capital is deployed incentives are structured and decisions are made quietly over long periods of time. Start with the bull case everyone knows. Thousands of small software business owners"
X Link 2026-02-03T01:48Z 14.1K followers, 19K engagements
"@timothym1ai @Ashton_1nvests Idk if its worrisome I just really dont like what $snap is doing I think its somewhat immoral"
X Link 2026-02-03T18:02Z 14.1K followers, [---] engagements
"@SashInvesting Ive held $meli long enough to remember that once upon a time $Pypl invested in $meli but stupidly sold it to buy back its own stock"
X Link 2026-02-03T22:41Z 14.1K followers, [---] engagements
"A mirage to fool you Thats the whole point its a scam. Do the math its impossible for this business to make real money with its current economic model. They play games and show positive net income but if you study the cashflow statement youll quickly see its smoke and mirrors. https://twitter.com/i/web/status/2019183347633910151 https://twitter.com/i/web/status/2019183347633910151"
X Link 2026-02-04T22:56Z 14.1K followers, [---] engagements
"@TinyTitansCap I dont need more money I am already rich 😉"
X Link 2026-02-04T23:46Z 14.1K followers, [---] engagements
"@DotyBilly @Ashton_1nvests Maybe they change in the current state the economic model isnt sustainable. Also hard to teach and old dog new tricks"
X Link 2026-02-05T00:57Z 14.1K followers, [---] engagements
"@Ashton_1nvests $meli"
X Link 2026-02-05T19:34Z 14.1K followers, [---] engagements
"@Ashton_1nvests 1st buys at $3b market cap"
X Link 2026-02-05T19:35Z 14.1K followers, [---] engagements
"$ZETA What is Zeta Zeta Global is a marketing tech (martech) company that helps brands use data + AI to personalize customer outreach. Think of it like a smarter way to do email text web ads and CRM all informed by data on what customers want. What could $ZETA become in [--] years A $2B+ revenue platform Zetas management has targeted 20%+ annual revenue growth. If it delivers revenue could grow from $1b today to $2B+ by [----]. A profitable asset light cash generating business They say they can hit 25%+ EBITDA margins long term (I think its reasonable because the biz is asset light). That means"
X Link 2025-07-05T23:05Z 14.5K followers, 14.5K engagements
"$ROOT Is Becoming a Compounding Machine $ROOT data and AI edge is finally showing in the numbers. Loss ratios are improving and the partnership model is working. $ROOTs idea is simple. Use real driving data instead of guesses to price insurance. The app tracks how people drive and the AI sets their rate. That brings in safer drivers and lowers losses over time. They already have a massive amount of driving data. That is their moat. Better data means better pricing which means better customers which means fewer losses. It keeps compounding. In [----] they moved away from expensive direct"
X Link 2025-10-07T12:46Z 14.5K followers, 13.4K engagements
"If you put 2% of your portfolio into something and it became a [--] bagger Im not impressed. But if you put 20% in and it became a [--] bagger thats real skill. The difference isnt just in return its in conviction. How much you allocate before the outcome is known says far more about your investment acumen than the result ever will. 🌹 Warren Buffetts [--] approaches to diversification: Very few people have gotten rich on their seventh best idea but a lot of people have gotten rich on their best idea https://t.co/h8IUjTWTUB Warren Buffetts [--] approaches to diversification: Very few people have gotten"
X Link 2025-11-11T16:24Z 14.5K followers, 202.1K engagements
"$DLO Pedro says growth is sitting on the S-curve of emerging market payment localization. Theyre adding new merchants expanding wallet share with existing ones adding new payment methods and growing with them into new countries. The result is 149% NRR meaning existing clients keep spending more each year. That kind of retention number is simply elite literally better than any other company. It means that even without signing a single new merchant $DLO revenue would still grow double digits just from the existing base expanding. And that base already includes six of the Mag [--] global tech"
X Link 2025-11-13T01:11Z 14.5K followers, 16.5K engagements
"Were the next [--] 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 14.5K followers, [----] engagements
"Book review: 8th Wonder Investment by David Perlmutter @Muzzlebuster I spent the weekend reading Davids book and its one of those reads where I dont necessarily learn something new but I keep nodding my head the entire time thinking yes this is exactly how investing should be thought about. He says that investing without fully analyzing a business is like jumping into a swimming pool without checking if theres water in it. You might be fine or you might break your neck. That analogy explains how he thinks. He then writes about various liabilities and how they interact with each other which"
X Link 2026-01-26T14:11Z 14.5K followers, [----] engagements
"Thoughts on gold silver and businesses $GLD $SLV Ive always been interested in the difference between owning things and owning businesses and not in a judgmental way but from an intellectual standpoint. Gold commodities collectibles land all of these assets can go up in price and sometimes dramatically so but they dont actually do anything. They dont improve they dont reinvest and they dont compound. They simply sit there and wait for someone else to assign them a higher value later. That doesnt mean you cant make money owning them and it doesnt mean theyre useless. Ive always found them"
X Link 2026-01-27T14:41Z 14.5K followers, [----] engagements
"$PYPL has a competitive problem that is not easily fixable even by a brilliant manager. 🌹 PayPals CEO in Jan24: We will shock the world. [--] years later the stock has been dead money and hes been canned https://t.co/5e3sjDCewb PayPals CEO in Jan24: We will shock the world. [--] years later the stock has been dead money and hes been canned https://t.co/5e3sjDCewb"
X Link 2026-02-03T16:07Z 14.5K followers, 12K engagements
"$SNAP has about $600m in operating cash flow. That sounds fine until you notice they are paying roughly $1b every year in stock based compensation. That absolutely CRAZY In plain English the company only generates cash because employees are being paid with stock instead of money. If they paid people in cash like a normal business operating cash flow would be deeply negative. Add depreciation of roughly $150m on top of that and you see the real picture. The business consumes capital to operate dilutes shareholders to survive and calls the fake difference adjusted performance. This is why a"
X Link 2026-02-03T17:44Z 14.5K followers, 82.8K engagements
"I think a small stripped down vehicle built only for deliveries would be a huge positive for food delivery companies. Not because robots are cool but because most of what makes cars expensive is totally unnecessary for food delivery. You dont need seats mirrors speakers etc. You basically need a locked box on wheels with sensors and software. It would work more like a robot than a car. It drives to the restaurant pings them they put the food into a compartment and it drives to the customer. The customer gets a code in the app opens the compartment takes the food and thats it. The reason this"
X Link 2026-02-05T20:42Z 14.5K followers, [----] engagements
"Not as insane as $SNAP $TEAM is also egregious but they are buying back shares because management says they are undervalued. 🌹"
X Link 2026-02-05T22:18Z 14.5K followers, [----] engagements
"This is extremely important perfectly shows Berkshires genius in buying $AAPL 🌹 Capex guidance for FY26 mega-cap tech (so far): Amazon: $200B Google: $180B Meta: $122B Microsoft: $120B Tesla: $20B Apple: $13B TOTAL: $655B Thats more than the entire GDP of Sweden https://t.co/TBqZWqexe3 Capex guidance for FY26 mega-cap tech (so far): Amazon: $200B Google: $180B Meta: $122B Microsoft: $120B Tesla: $20B Apple: $13B TOTAL: $655B Thats more than the entire GDP of Sweden https://t.co/TBqZWqexe3"
X Link 2026-02-06T02:20Z 14.5K followers, 13.6K engagements
"THOUGHTS ON $AMZN EARNINGS $AMZN had a strong quarter revenue was $213b up 12%. Operating income came was $25b even after $2.4b of one tome items. Strip those out and underlying profitability was better than it looks. Operating cash flow for the year was $139b up 20% which tells you the earnings quality is improving. AWS growth accelerated to 24% the fastest pace in over [--] years and thats on a $142b annualized run rate. That scale is enormous. AWS added $2.6b quarter over quarter and nearly $7b year over year. Operating income in AWS alone was $12.5b with margins holding around the mid 30s"
X Link 2026-02-06T02:44Z 14.5K followers, 25.5K engagements
"@zoomyzoomm If you want to see pure smoke and mirrors accounting shenanigans $snap is in a league of its own"
X Link 2026-02-06T03:03Z 14.5K followers, [----] engagements
"Smoke and mirrors the economics are an illusion $TEAM 🌹 $TEAM - we will use our strong cash flow to buy back more stock. The source of the cash flow: https://t.co/kMIvKfHXY4 $TEAM - we will use our strong cash flow to buy back more stock. The source of the cash flow: https://t.co/kMIvKfHXY4"
X Link 2026-02-06T17:06Z 14.5K followers, 10.2K engagements
"Not all growth is the same dont just read the headlines $SHOP"
X Link 2026-02-11T17:08Z 14.5K followers, 24K engagements
"Thoughts on $NBIS They reported about $30m in profit which exists because of a roughly $600m revaluation gain. Strip that out and the business would have lost about $570m. Operating expenses for the year were about $1.1b up 130%. Depreciation alone was roughly $400m up more than 400%. Capex was about $4b. That is not a normal growth story. $NBIS building massive infrastructure very fast. This is not a software business where margins expand as revenue grows. This is hardware that starts depreciating the moment you plug it in. Whether customers show up or not the depreciation runs every"
X Link 2026-02-12T13:54Z 14.5K followers, 40.6K engagements
"$NBIS If 80% of capex is going to GPUs that means the vast majority of the investment is in hardware that depreciates quickly and becomes obsolete fast. And is also exposed to pricing pressure albeit perhaps to a lesser degree. The good part is GPUs can scale with demand so if utilization is high and pricing holds returns can be strong. The bad part is 80% of spend is tied to hardware that loses economic value fast especially if newer chips are better or if competitors flood the market with supply particularly within a [--] year window. Simply put its leveraged hardware where utilization and"
X Link 2026-02-12T16:46Z 14.5K followers, 18.1K engagements
"@varunv_malhotra @NotMarkLeonard @RihardJarc @bogumil_nyc @Speedwell_LLC @Mindset4Money_X @QualityInvest5 Thank you 🙏"
X Link 2026-02-13T02:18Z 14.5K followers, [---] engagements
"Impressive report from $ANET"
X Link 2026-02-13T04:09Z 14.5K followers, [----] engagements
"Thoughts on $UBER I have been studying $UBER more deeply for several weeks. Pundits and proponents say its either an unstoppable global platform with massive network effects or its a commoditized ride app with no moat and permanent margin pressure. The bull story is easy to tell because $UBER finally proved it can generate real free cash flow something it struggled with for a long time. That alone correctly changed the narrative because mobility and delivery are not loosing miney anymore. The scale advantage is huge and the brand is global. As volume grows $UBER becomes more efficient (ie"
X Link 2026-02-13T17:03Z 14.5K followers, 23.5K engagements
"@TravisBrendan2 the market used to punish slow growth retail but eventually changed it tune durability of cash flows + pricing power. You can argue the market repriced the strength of the model"
X Link 2026-02-13T17:45Z 14.5K followers, [---] engagements
"At this level of reinvestment a 5% operating margin at $TSLA is not weakness it is strength. In a world obsessed with what have you done for me lately people ignorantly point to the high PE and stop there. But anyone who digs a little deeper understands there are fifty shades of gray in these nuanced numbers. Most companies investing this aggressively would be deep in losses. $TSLA is still operating in the black while funding factories AI energy and autonomy at the same time. That is not ordinary it is quite remarkable. Of course the market knows this and thats why Tesla sports a $1.5t"
X Link 2026-02-14T01:19Z 14.5K followers, [----] engagements
"$SPGI is a remarkable business. 🌹"
X Link 2026-02-14T01:20Z 14.5K followers, [----] engagements
"Thoughts on $SNAP When I invest in an entrepreneur I am not just buying a ticker. I am choosing to stand in life with that person through thick and thin. So if the stock is falling hard and the founder is selling a meaningful amount of shares into that decline over and over again that is a turn off to me. It tells me we are not playing the same game and quite frankly its unacceptable because our incentives are misaligned. You can launch new initiatives. You can excite sucker stuck investors. The stock can even double or triple from the lows I dont care The stewardship is simple because either"
X Link 2026-02-14T01:29Z 14.5K followers, 22.1K engagements
"Some notes insights and thoughts on $CELH 1/ Celsius Holdings $CELH operates an asset light business model which has been a key factor in its rapid growth and strong financial performance. Unlike traditional beverage companies $CELH does not own its own manufacturing plants 2/ Instead of investing in expensive factories and equipment $CELH outsources its production to third party copackers. These manufacturers handle the entire process from sourcing ingredients to bottling and packaging the drinks 3/ This approach allows $CELH to scale production quickly without the burden of heavy capital"
X Link 2025-02-05T17:58Z 14.4K followers, [----] engagements
"Today I took a look at $WISE (Wise plc) and its a compelling fintech businesses. Heres why: Wise is a UK based company that allows users both individuals and businesses to move money internationally at a lower cost than traditional banks. Their core innovation is using real exchange rates (mid market) and minimizing transfer fees. Over the years theyve expanded into multi currency accounts debit cards and B2B payment solutions essentially becoming a financial infrastructure platform for global money movement. On the income statement the numbers are strong. For FY [----] revenue came in at 1.54"
X Link 2025-05-13T23:15Z 14.5K followers, 27.2K engagements
"What the Stock Market Could Look Like in [--] and [--] Years Lets talk about the stock market in the future. People always overestimate what can happen in one or two years and they underestimate what can happen in ten or twenty. That is real compounding. In ten years I think the market will look very different from today. Global market cap is around $110T right now. If earnings keep compounding it could be closer to $200T in ten years. In twenty years it could be $350T or more. Some of the largest companies today like $AAPL $MSFT $AMZN and $GOOG will still be strong but their growth rates will be"
X Link 2025-09-18T13:19Z 14.5K followers, 10.1K engagements
"Good report overall from $DLO. I wont bore you with the numbers plenty of people on here are much better than me at copy and pasting the results. The core business looked solid growing very fast but a few emerging market headwinds showed up: Egypt had a full quarter impact from the share of wallet loss albeit we already knew about it from last quarter. Argentina had lower interest rate spreads resulting in a temporary rise in processing costs. Mexico also had some temporary margin pressure. A non cash IFRS inflation adjustment and a payment mix shift hurt margins. TPV growth slowed and it was"
X Link 2025-11-12T23:26Z 14.5K followers, 13.5K engagements
"The $FOUR valuation illusion Lately Ive been studying payments businesses like $DLO $GPN $FISV $FOUR etc. While digging into $FOUR I came across a nuance in the accounting numbers that I think some investors may have missed because they are looking at the wrong denominator. People look at $FOUR and immediately see a bargain (which is not totally incorrect). Fast growth strong EBITDA solid free cash flow and a valuation that looks cheap. But the cheapness is not as simple or clean as it looks because M&A is a huge part of the business and the clean looking profitability numbers are adjusted"
X Link 2025-12-23T15:04Z 14.5K followers, 46.8K engagements
"I still havent heard a sensible take on $UNH given how many opinions are floating around. So heres whats going on in very simple terms: #1. No the market isnt dumb When youre an insurance company and you grow revenue by insuring people you should never have insured that isnt growth. Thats bad underwriting and bad underwriting always looks fine at first but the problem only shows up later (aka now). #2 The market understands this. Insurance is not about how fast you grow its about how well you price risk. If you sacrifice discipline to chase revenue you might look good for a while but"
X Link 2026-01-28T16:38Z 14.4K followers, 23.5K engagements
"@wall_st_regard Reread the red text in the chart"
X Link 2026-01-31T15:26Z 14.5K followers, [----] engagements
"$DIS should restructure by spinning out the bad businesses and become a smaller simpler more focused company. It would be a better overall business with better returns on capital and likely get a higher multiple. Also they need to stop tarnishing their brand for absolutely no reason cut out all the woke craziness and return to their roots of making beautiful animation for kids. 🌹 $DIS demonstrating why cable network are worth so little. ESPN is the gold standard but sales up just 1% and 23% drop in operating income from higher content costs and carriage disputes. If this can happen to ESPN"
X Link 2026-02-02T16:52Z 14.4K followers, [----] engagements
"$UBER with some out-of-the-box advertising. Flying banners around San Francisco during SB week is smart. Millions of people coming into the city. Im no expert but they say that the best ads dont persuade they reassure. 🌹"
X Link 2026-02-02T21:58Z 14.4K followers, [----] engagements
"Ive used Yahoo Finance for years but Im getting tired of it. What software do you use to track your stock watchlist"
X Link 2026-02-03T01:29Z 14.4K followers, 36.1K engagements
"I have been saying for a long time that $SNAP is largely a fraud.🌹 $SNAP is close to all time lows at $6.7 despite growing revenues/profit. Here's why: The financial engineering looks criminal. Snapchat is a $11.5B company that has 1B MAU with Q3 adjusted EBITDA $132M. However: - $SNAP stock comp for the last 12M $2.5 Billion. Yes https://t.co/7gLKLGBDks $SNAP is close to all time lows at $6.7 despite growing revenues/profit. Here's why: The financial engineering looks criminal. Snapchat is a $11.5B company that has 1B MAU with Q3 adjusted EBITDA $132M. However: - $SNAP stock comp for the"
X Link 2026-02-03T15:53Z 14.4K followers, [----] engagements
"For years $PYPL was treated as one of the untouchable giants of fintech. A decade ago it was worth roughly $50b while $MELI was less than $10b. They looked very different because $PYPL was a legacy platform and $MELI seemed like a startup. The pandemic changed everything as ecommerce digital payments and credit all accelerated at once and exposed which models were superior. $MELI used that moment to build an ecosystem. Marketplace payments logistics and credit all fed into each other. Credit became the engine. More usage created more data. Better data led to better underwriting. Better"
X Link 2026-02-03T17:26Z 14.4K followers, 14.9K engagements
"Insider activity at the fraud known as $SNAP 100% sells and [--] buys even as the stock traded at all time lows"
X Link 2026-02-04T11:14Z 14.5K followers, 21.1K engagements
"@Ashton_1nvests What the longest youve held an equity"
X Link 2026-02-05T13:54Z 14.5K followers, [----] engagements
"@DeschutesAsset @Downtown Thanks for sharing what you think and how you feel and also thanks to chat gpt for writing for you. 🌹"
X Link 2026-02-11T03:12Z 14.4K followers, [--] engagements
"@grok @MinhungShih Better question is why are they buying back $2b at these prices"
X Link 2026-02-11T18:03Z 14.4K followers, [---] engagements
"@grok @MinhungShih $2n fcf into a $150b market cap is 75x 🤷♀"
X Link 2026-02-11T18:07Z 14.5K followers, [---] engagements
"@cheekyaustinn Dont understand either biz too complex. Also change your user name its lame"
X Link 2026-02-12T14:39Z 14.5K followers, [---] engagements
"@malumkya 🎯"
X Link 2026-02-12T15:45Z 14.4K followers, [---] engagements
"@JustusFult99485 Why are you a better investor than I am"
X Link 2026-02-12T16:13Z 14.5K followers, [---] engagements
"@AnaCintra24 Yes but so what"
X Link 2026-02-12T17:49Z 14.5K followers, [---] engagements
"@WC_Gamer_BG Thanks see my post from a year ago re their depreciation"
X Link 2026-02-12T19:52Z 14.5K followers, [---] engagements
"@P33B3 @JustusFult99485 Wrong You get excited about a double and I am interested in a [--] bagger"
X Link 2026-02-13T14:47Z 14.5K followers, [--] engagements
"What company should I look at next Has to be: Relatively small Fast growing Profitable Reasonably valued Strong management High returns on capital Easy to understand: Im not trying to cure cancer or count pi to the 20th digit. No banks no insurance no oil and gas no healthcare no biotech you get the point Ideally something overlooked or underappreciated. Hint: last time I did this I chose $XPEL Drop the ticker and a note on why its worth a look. If something catches my eye I will write a post about it. 🌹"
X Link 2025-06-18T16:51Z 14.5K followers, 31.5K engagements
"This guy knows exactly what hes doing this is my kind of investing. $52B spread across [--] stocks with a 30% top position shows real conviction. My only small critique is to consolidate the [--] smallest positions and roll them into whichever one he believes in the most which would leave him with [--] total holdings.🌹 CHRIS HOHN AND TCI FUND MANAGEMENT JUST UPDATED THEIR $53 BILLION PORTFOLIO Here's what they held as of the end of Q3 (September 30th) https://t.co/knrYmoMez2 CHRIS HOHN AND TCI FUND MANAGEMENT JUST UPDATED THEIR $53 BILLION PORTFOLIO Here's what they held as of the end of Q3"
X Link 2025-11-14T17:14Z 14.5K followers, 201.5K engagements
"The heist continues $SNAP buying back $500m in stock and issuing over a billion in SBC. 🌹"
X Link 2026-02-04T22:23Z 14.5K followers, 14.9K engagements
"@AJ_Invests_Co Where compute power will come from is a very different question than where will your investment profits come from"
X Link 2026-02-12T19:48Z 14.5K followers, [---] engagements
"@TheRayMyers Americans are much better engineers and its nit even remotely close ie compare US tech market to Russian prior to war. Like comparing an elephant to a mouse"
X Link 2026-02-12T14:14Z 14.5K followers, [----] engagements
"@C95524Cj Its funny you said that bc many years ago when I first saw the so called skate board design by Tesla I called it a glorified gold cart"
X Link 2026-02-14T01:34Z 14.5K followers, [---] 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 🌹 Thanks for all the creative suggestions. After going through them I chose $BBW: Build-A-Bear Workshop. At first glance it might seem like an odd pick. But the deeper I went the more it checked the right boxes. Its simple to understand highly profitable earns great returns Thanks for all the creative suggestions. After going through them I chose $BBW: Build-A-Bear Workshop. At first glance it"
X Link 2025-08-30T02:18Z 14.3K followers, [----] engagements
"How insurance works I have been looking at some insurance businesses and wanted to share a quick note about how insurance really works. The first number to understand is the loss ratio. It tells you how much of every $1 an insurance company collects goes out to pay claims. If the loss ratio is [--] it means $0.70 of every $1 is used to pay claims. The second is the expense ratio. This is everything else it costs to run the business. Salaries marketing technology commissions. If the expense ratio is [--] it means $0.25 of every $1 is gone. Add those together and you get the combined ratio or CR."
X Link 2025-09-01T03:18Z 14.5K followers, 13.2K engagements
"Been looking at $ROOT $ROOT is an interesting company at its core it is a simple car insurance business trying to make buying car insurance easier faster and less painful. That alone is enough to win share if they do it well. There are four main ways $ROOT can grow: One is selling direct like Geico. You go to their site or app buy your insurance done. Second is partnerships like Carvana Hyundai etc. You buy a car and in 2-3 clicks you also get $ROOT insurance. Third is channel expansion. In other words paying for customers through ads and marketing. This is the most expensive path but it can"
X Link 2025-09-01T15:18Z 14.5K followers, 20.6K engagements
"@arny_trezzi Or you can invert things were sensibly priced [--] years ago and crazy expensive now"
X Link 2025-09-02T17:25Z 14.3K followers, [----] engagements
"How to Think Differently When Investing Great investing isnt about swinging at every pitch. Its about waiting for the rare fat pitch where the downside is low and the upside is high (asymmetric opportunity). When those opportunities appear dont show up with a teaspoon you bring a shovel. Yes those moments are rare. Yes they are difficult to recognize. If they were obvious everyone else would already be there. History is full of examples where patience and boldness paid off. Buffett buying American Express $AXP during the salad oil scandal Apple $AAPL trading at 12x earnings when people"
X Link 2025-09-03T13:39Z 14.5K followers, 12.1K engagements
"General Atlantic is selling [--] million $DLO shares in a secondary offering. $DLO is not selling any shares and will not get any money. The underwriters may sell another [----] million if demand is strong. GA was $DLO seed investor and has not sold any shares up to this point now they are taking some chips off the table. It does not dilute shareholders and does not change fundamentals. $DLO is still executing and growing. The stock may move short term because of extra shares in the market but the business itself remains intact. This might actually be a good thing because it will increase the"
X Link 2025-09-03T20:57Z 14.5K followers, 17.4K engagements
"At the moment the new popular stock is $DUOL. It is without question an impressive business on most metrics. Super profitable fast growing high efficiency and generating a lot of FCF. Some even compare it to $NFLX and $SPOT. Its current retention and growth in paid customer (and not paid) is definitely impressive. But the one fundamental issue I personally have with $DUOL is the core of its product. It is learning. And learning requires discipline and patience. That is the opposite of how most consumer behavior works. Weight loss is a perfect analogy. Everyone wants the outcome but very few"
X Link 2025-09-08T19:18Z 14.5K followers, 49.1K engagements
"Webull $BULL offered me 2% cash (approx $120k) to transfer my portfolio over. Albeit I had to email them and ask because they cap the bonus at 2% up to $1m ($20k) on their website. Adios $HOOD despite all the fans your moat is only as strong as your competitors bonus"
X Link 2025-09-09T21:18Z 14.5K followers, 29.5K engagements
"My thoughts on $DLO CEO Pedro Arnts interview at the Goldman Sachs Technology Conference I spent some time listening to Pedro Arnt talk about $DLO and it made me think about how different this company looks today. It is not just a LatAm payments story anymore. It feels more like a scaled infrastructure business that is spreading across emerging markets. The market is messy. Too many small fintechs chasing pieces of the pie most of them not built to last. That creates price pressure but it also creates consolidation. Scale wins here imho. Merchants do not want to deal with the payments the"
X Link 2025-09-10T16:51Z 14.5K followers, 20.3K engagements
"$DLO Pedro says lower take rates are not a problem. Merchants get discounts as their volume grows which lowers rates. That is normal. What matters is total payment volume growth. It has more than made up for lower rates so gross profit in dollars is still growing. Management focuses on growing gross profit dollars. Gross profit is the most important metric at $DLO and recently it has reaccelerated. With the business being asset light that drives strong EBITDA and earnings growth over time. Even if take rates keep falling volume growth should more than offset it. With a big market this can"
X Link 2025-09-11T18:41Z 14.5K followers, 11.7K engagements
"Ive said this before and still believe it. If companies reported every [--] months instead of [--] theyd spend less time worrying about beating the quarter and more time running the business with less Wall Street noise and more focus on long term results. I really like the idea. 🌹 BREAKING: Trump: companies and corporations should no longer be forced to "Report" on a quarterly basis https://t.co/DHNQL8OA5r BREAKING: Trump: companies and corporations should no longer be forced to "Report" on a quarterly basis https://t.co/DHNQL8OA5r"
X Link 2025-09-15T12:30Z 14.5K followers, 11.1K engagements
"Im on the verge of buying a new stock. Not one of the usual tickers that get recycled here every day. Its trading at a steep discount to its real value and insiders are buying aggressively. In the past I used to post my buys right away and too many people would follow blindly and I didnt like that. This time Ill share later once my position is built. Heres what Ill say now. Most investors here spend their energy arguing over the same crowded names while ignoring the companies where the math actually makes sense. The stock Im looking at wont stay quiet forever but by the time the crowd notices"
X Link 2025-09-16T19:16Z 14.5K followers, 20.2K engagements
"A few mins ago I was in line at Chipotle $CMG and the person in front of me was using Buy Now Pay Later to pay for her burrito. It upset me so I decided to cover it for her. She looked so relieved and it made my day. I ended up buying lunch for the other [--] people in line too albeit they probably didnt need it. Crazy to think some people need BNPL just for lunch. Good deeds always come back double in life. 🌹"
X Link 2025-09-16T21:13Z 14.5K followers, 36K engagements
"I bought $TSLA in my IRA in [----] and I never sold today it became a [--] bagger. 🎉 In [----] I maxed my IRA at $5500 and had about $2500 cash and invested $8000 in $TSLA in May [----] at $16 per share. At first it felt thrilling then terrifying. My $8000 dropped by half. March [----] came the world was crashing and $TSLA looked doomed along with many other companies. I held anyway I did nothing else no selling no panic no clever timing. Today that $8000 is $200000 enough to buy a house in some places a [--] bagger. Sometimes the best move is to do nothing hold and let compounding work its magic. In"
X Link 2025-09-19T18:28Z 14.5K followers, 31.6K engagements
"Biggest no brainer since $DLO $10 $FOUR is a $7.6 billion market cap that is looking at producing $1 billion in FCF in [----] growing top line 30% with operating leverage. Great leadership and strong culture differentiated product strategy high ROIC business. Seems like a no-brainer. $FOUR is a $7.6 billion market cap that is looking at producing $1 billion in FCF in [----] growing top line 30% with operating leverage. Great leadership and strong culture differentiated product strategy high ROIC business. Seems like a no-brainer"
X Link 2025-09-20T21:29Z 14.5K followers, 24.7K engagements
"Patience Turned $40k into $800k (a [--] bagger) I invested in $TSLA a long time ago and never sold a share. I waited patiently through all the noise. I ignored the pundits who said the company was doomed and that competition would crush it. I ignored the headlines that told me to take profits because the stock had run too far too fast. The loudest opinions are often the quickest to tell you you are doing something wrong. The irony is they have never achieved anything themselves. Not a five bagger not a [--] bagger and definitely not a [--] bagger. It was not easy the drawdowns were brutal and the"
X Link 2025-09-22T15:32Z 14.5K followers, 238.1K engagements
"I rarely find multiple stocks I like at the same time. But right now I think all [--] are compelling: $ROOT $FOUR $DLO 🌹"
X Link 2025-09-23T03:45Z 14.5K followers, 20.4K engagements
"The psychology of a [--] bagger Even $BRK one of the most durable businesses in history has fallen 50% three times. Thats not a speculative stock its Buffetts masterpiece. If that can happen to $BRK it can happen to anything. This is the truth of compounding. If you plan to own a company for decades you will endure brutal drawdowns. The chart of any great business looks obvious in hindsight but in the moment it feels like chaos. Headlines scream the business is broken. Analysts downgrade it. Commentators say the story is over. You will look like a fool for holding. That is the price of"
X Link 2025-09-23T12:08Z 14.5K followers, 18.5K engagements
"$FOUR trades at a $7b valuation if they hit $1b like management suggests thats a 14% free cash flow yield. Too cheap for a company with strong cash flow and execution. The upside isnt just growth its also multiple expansion making this an asymmetrically attractive risk/reward opportunity with limited downside and high upside. 🌹"
X Link 2025-09-26T02:06Z 14.5K followers, 16.5K engagements
"A $15k bet in a $4m portfolio 🤔 if it looses 50% or quadruples both outcomes are irrelevant. Dont forget what 🌹preaches: if you have conviction bring your shovel not your teaspoon. I am not only betting against $TSLA stock but I am also betting against $PLTR stock with an instrument that is 2X leveraged against Palantir. Take a look here. I want to slay $HOOD also but trying to figure out how. Small hedges if done right can protect well from downside. https://t.co/ICJr0XmuLq I am not only betting against $TSLA stock but I am also betting against $PLTR stock with an instrument that is 2X"
X Link 2025-10-03T00:05Z 14.5K followers, 22K engagements
"The Advantage of Being Small Theres nothing wrong with investing in a very large company. A so called mega cap like $AMZN is worth around $2 trillion. For it to 10x it would probably need to be worth around $20 trillion. That would likely mean close to a trillion dollars in profit (at 20-25x earnings). Is that impossible Probably not or perhaps a better answer is I dont know. But the better question is whether its necessary As small investors we dont have to play that game. We have a wide universe of opportunities that go far beyond the [---] to [----] big names everyone already talks about."
X Link 2025-10-13T20:44Z 14.5K followers, 38.7K engagements
"The Upside in $ROOT $ROOT embedded partnership with $CVNA is cleaver. It gets their insurance in front of customers at the point of sale cutting customer acquisition costs and making scaling easier. The risk is $ROOT relies heavily on $CVNA. If $CVNA sales slow or they decide to partner with someone else or who knows what it could hurt Roots embedded volume. Thats why diversifying partnerships is important so theyre not tied to one partner. Obviously managment knows this and the partnership channel is growing very fast. $ROOT is not even in all [--] states yet which means there is still a lot"
X Link 2025-10-14T20:24Z 14.5K followers, 10.3K engagements
"The Illusion of Undervaluation Something Ive noticed throughout my investing journey is how often people say this business is cheap so Ill buy it. And sure you can make some money doing that. If youre somewhat intelligent you can probably identify a cheap business thats undervalued. A couple come to mind right away. I have nothing against them personally and Im only using them as examples since people online can get sensitive quickly when you talk about their stocks but names like $PYPL or $ADBE fit that description. Theyre cheap businesses and probably undervalued by some margin. But just"
X Link 2025-10-16T15:39Z 14.5K followers, 11K engagements
"Sitting here scrolling through this app and its wild how much its fallen off since I joined. It used to be full of sharp ideas and insights now its mostly noise. Every other post is XYZ stock is up 8% some random analyst raised their target from $15 to $17. Its just turned into an echo chamber of clickbait and dopamine hits instead of insights and real discussion. The people who actually study businesses barely post anymore because theres no reward for depth only engagement. Real discussions have moved offline or to smaller corners of the internet like private chat. Feels like everyones"
X Link 2025-10-21T15:47Z 14.5K followers, [----] engagements
"They say buy $AMZN I say dont be a fool look south instead go snag some $MELI as your jewel. 🌹 $MELI is down 🔻15% from its June peak. Meanwhile: 🔹 Revenue is up +34% 🔹 Free cash flow grew +55% 🔹 Trades near a 3-year low forward EV/EBITDA In my opinion one of the few great risk/rewards in the market right now. https://t.co/qmAWzjy2vg $MELI is down 🔻15% from its June peak. Meanwhile: 🔹 Revenue is up +34% 🔹 Free cash flow grew +55% 🔹 Trades near a 3-year low forward EV/EBITDA In my opinion one of the few great risk/rewards in the market right now. https://t.co/qmAWzjy2vg"
X Link 2025-10-21T17:28Z 14.5K followers, 11.7K engagements
"A bet on time $MELI People keep asking if they should buy $MELI because its cheaper now at around a $100B valuation after a 20% decline or a so called correction. I dont love answering questions like that because it depends on too many personal factors such as temperament investment goals time horizon etc. In the short term $MELI could easily fall another 50%. Its volatile and Latin America isnt exactly a stable region. But if youre thinking in [----] year terms I think this company has one of the clearest runways on the planet. The management team is exceptional. The culture is world class."
X Link 2025-10-24T13:42Z 14.5K followers, 51.4K engagements
"Hello [--] bagger How do you turn $40k into $850k You buy $TSLA do nothing and wait patently for a long time while everyone around you gets emotional.🌹"
X Link 2025-10-27T16:08Z 14.5K followers, 32.2K engagements
"@HolySmokas Youd make about 30% less once Uncle Sam takes his cut and after 3% inflation your real gains are basically zero. 🌹"
X Link 2025-10-27T19:59Z 14.5K followers, 12.2K engagements
"Most people hate hearing this but stocks are not really attractive at the moment. Sure there might be little pockets where you can find some value but generally speaking current valuations will not produce bonanza returns. 🌹"
X Link 2025-10-27T23:29Z 14.5K followers, 15.8K engagements
"Im considering writing a book on investing. I dont have much to add when it comes to numbers such as balance sheets cash flows or other metrics. Honestly most people can master those fairly easily. What they struggle with and what I want my book to focus on is the psychology of investing. I want to explore the mindset and strategy behind buying and owning businesses. I want to show why so many smart investors fail not because they misread the numbers but because they mismanage themselves. Emotions patience and discipline often determine long term success. My goal is to give readers not just a"
X Link 2025-10-28T16:39Z 14.5K followers, 19.4K engagements
"That fact that $MELI is net income profitable and not plowing all the money back into the business like $AMZN did until it reached hundreds of billions of dollars is extraordinary. [--] trimestres consecutivos de crecimiento superior al 30% interanual y US$7.4 mil millones en ingresos netos (+39%) @Mercadolibre Un reflejo de la solidez de nuestro ecosistema de nuestra visin de largo plazo y del propsito de seguir democratizando el comercio y los servicios https://t.co/xIahQszrLv [--] trimestres consecutivos de crecimiento superior al 30% interanual y US$7.4 mil millones en ingresos netos (+39%)"
X Link 2025-10-30T01:36Z 14.5K followers, 13K 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 [---] 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. 🌹 Chuck Akres updated Q3 [--] 13F"
X Link 2025-11-13T21:56Z 14.5K followers, 58.7K engagements
"Since the overwhelming majority of growth over the coming decades is from emerging markets how would a portfolio of only owning two companies: $SE & $MELI perform over the next 10-20 years 🌹"
X Link 2025-11-15T17:30Z 14.5K followers, 22.7K engagements
"Explain to me how $FOUR is supposed to win over the Ma [--] when those companies do not need terminals or POS systems and what they actually need is one API that can collect convert and move money in and out of 40+ emerging markets. $DLO already does this with every local payment method wallet BNPL service and stablecoin partner they need. They are not competing for the same customers and they do completely different things for completely different markets. I can be stand corrected pls explain thx. 🙏"
X Link 2025-11-18T21:14Z 14.2K followers, [---] engagements
"$TSLA is going to eat $GOOG Waymos lunch and it has nothing to do with the ride numbers people obsess over today. Early ride counts are cute to reference but largely irrelevant. What matters is what happens when autonomy scales globally. At scale this becomes a pure cost game and Tesla is the only company that controls every major variable in that equation. They design the chips build the cars manufacture the batteries write the software and train the network with the largest real world driving data on the planet. No other company combines all of that under one roof not even close. Waymos"
X Link 2025-12-10T20:52Z 14.3K followers, 85.4K engagements
"@real_MikeBarnes @TidefallCapital I get it and when Buffett hired Ted I assumed he was an amazing investor. But thus far what ive seen from him hasnt impressed me. $rh $fnd $dva not saying $siri cant work but I think there are better opportunities in growth stocks imho"
X Link 2025-12-26T21:40Z 14.4K followers, [---] engagements
"Im getting a little annoyed by the misunderstanding around $GOOG earnings. A few years ago accounting rules changed now companies must report unrealized gains and losses from investments in their quarterly results. Thats critical here: $GOOG owns a sizable stake in SpaceX and when SpaceXs valuation spiked it created a one time $8 billion paper gain that inflated Googles bottom line by approx 25%. That made it look like Googles earnings surged by 40%. But once you strip that out Actual earnings only grew about 7%. (Big difference. Big misunderstanding.) Yes Search and YouTube are still growing"
X Link 2025-04-25T16:39Z 14.5K followers, 131.4K engagements
"How I Botched a 10+ Bagger: My $AXON Mistake One of my biggest investing mistakes wasnt picking the wrong company it was selling the right one far too early. The stock was $AXON. I first bought it when the business was valued around $3 billion. At the time it checked so many of the boxes I look for a mission driven team dominant market position expanding TAM and strong fundamentals. Everything made sense. But a short time later when the market cap hit around $5 billion I sold. Not because the business was deteriorating in fact it was the opposite. The numbers were improving. Margins"
X Link 2025-05-31T15:30Z 14.5K followers, 18.7K engagements
"How I turned $55K into $1 million Around [--] years ago I invested $55000 into $NFLX. At the time it felt like a massive risk. Netflix had just gone through the Qwikster mess the stock had crashed and sentiment was horrible. But Carl Icahn was buying and I believed the business would recover. Ive held ever since. Through the COVID spike. Through the Bill Ackman drama. Through all the volatility. Ive never sold a single share. Today that $55K is worth approx $1M. Im not sharing this to flex. Im sharing it because I think people forget what real investing looks like. Its not about trading"
X Link 2025-06-04T01:20Z 14.5K followers, 647.3K engagements
"Industries I consider non-investable There are entire industries that look investable until you study what actually drives them. Some are elegant on the surface but chaotic underneath. Others are just structurally bad no matter how talented the operators are. Oil and gas is a classic case. Strong cash flows asset rich balance sheets and high dividends draw investors in. But at the end of the day youre just along for the ride. You dont control the price of oil. OPEC geopolitical shocks or global demand swings do. You can be right about everything inside the company and still lose money because"
X Link 2025-06-04T13:14Z 14.5K followers, 54.1K engagements
"Attractive Industries For Investment Last post was about unattractive industries here are some attractive ones I like: There are a few industries where the economics are so strong and the dynamics so favorable that the odds are stacked in your favor from the start. These businesses dont just survive they compound. Software is the clearest example. High gross margins low incremental costs recurring revenue and pricing power. Once the product is built every additional customer drops straight to the bottom line. If you can retain users and expand the economics get better over time. $SHOP $MSFT"
X Link 2025-06-04T16:48Z 14.5K followers, 18.7K engagements
"Came across this chart in @JohnHuber72s blog and it hit me over the past decade valuations didnt just rise the whole definition of what investors are willing to pay for completely changed. We went from pricing cash flows to pricing narratives. Multiples expanded not just because businesses got better but because belief got stronger. The real question now is what happens if that belief fades or expectations underwhelm 🌹"
X Link 2025-06-05T01:44Z 14.5K followers, 47.4K engagements
"People keep saying $GOOG (and $AMZN) are cheap theyre not. The market isnt dumb its not severely undervaluing two of the best run most followed companies on earth. Stop looking at earnings Theyre noisy full of accounting fluff and totally useless for valuing these kinds of businesses. The only thing that matters is free cash flow how much real money the business spits out that you can actually reinvest or distribute. $GOOG did $73B in FCF last year. At a $2.1T market cap thats a 30x multiple not cheap (account for SBC and its even more expensive). Youre paying up and thats fine just dont"
X Link 2025-07-03T15:29Z 14.5K followers, 101.4K engagements
"What Happens When Garbage Stocks Become [--] Baggers Were in a market where pure junk is going parabolic. Its not just that the S&P is at all time highs. Its that companies with no profits and no path are turning into [--] baggers and their holders think that means theyre geniuses. Look at $ASTS and $RKLB. These arent overlooked innovators. Theyre capital destruction machines. $ASTS has negative gross margins and no product. $RKLB is burning money on satellite launches with no pricing power and no long term viability. But the markets been so forgiving that these stocks have turned into lottery"
X Link 2025-07-18T16:10Z 14.5K followers, 130.1K engagements
"My feed is 90% $OSCR Im still 0% convinced. 🌹"
X Link 2025-07-22T12:51Z 14.5K followers, 22K engagements
"You can like whatever stock you want whether its $GOOG $UNH $NBIS $PLTR or $DLO. At the end of the day we are all here trying to make money. Grateful I found this community and wishing everyone a great weekend. 🌹"
X Link 2025-08-16T04:44Z 14.5K followers, 10K engagements
"Walk me through the upside here"
X Link 2025-09-02T15:15Z 14.5K followers, 205.7K engagements
"10 years ago I invested in $AMZN after reading Bezoss letters. I had $100k of capital to invest and put 27% into $AMZN. Ive never sold a share the stock has gone up 11x since. Patience and disciplined pays off: $27k to $338k 🌹"
X Link 2025-09-03T17:24Z 14.5K followers, 101.3K engagements
"There are certain people you should never bet against. For example Elon Musk. Another person you should never ever ever ever bet against is Mark Leonard and his team $CSU 👇 Also if you have not read his writing then stop what youre reading and go read his writing. Or if you dont know how to read learn and then go read his writing. 🌹 Constellation Software Inc. Constellation provides its thoughts on the potential impact of AI on software Cover page from RBC report - stock crushed today long report just browsing $csu https://t.co/hKe1GjvriL Constellation Software Inc. Constellation provides"
X Link 2025-09-23T17:33Z 14.5K followers, 22.5K engagements
"Why Your Portfolio is a Mirror of You Most people think a portfolio is just a collection of stocks. In reality it is a reflection of the person who built it. Your portfolio shows how you think about risk how patient you are how much you chase hype and whether you truly believe in the businesses you own. If you panic every time a stock drops and sell out your portfolio shows that you value comfort over conviction. If you constantly rotate into whatever stock is trending your portfolio shows that you want excitement more than long term compounding. If you own only one or two stocks that shows"
X Link 2025-10-02T20:14Z 14.5K followers, 30.5K engagements
"Quick back of the napkin on $AMZN. Sales are about $700 billion today. If they grow 10% a year for ten years sales hit [---] trillion. At a 15% margin that is roughly $250 billion in profits. Using a [--] times multiple gives a $6 trillion valuation or about 12% annual return. In a really bullish scenario if all the stars align and the business does better than expected and the multiple expands because investors are optimistic $AMZN could reach an $8 trillion market cap in ten years or roughly a 15% annual return. The business could do better with AI robotics and advertising or slower if margins"
X Link 2025-10-23T23:58Z 14.5K followers, 66.6K engagements
"Quick back of the napkin math on $MELI Sales are about $24 billion today. If sales grow 20% a year for ten years sales hit roughly $150 billion. At a 10% margin thats about $15 billion. Using a [--] times multiple gives a valuation of around $370 billion. Todays market cap is roughly $100 billion that implies about 14% annual return. In a more bullish scenario if growth and margins beat expectations and $MELI reaches $500 billion in ten years that works out to roughly 18% annual return. Dont hate the player hate the game and dont shoot the messenger 🌹"
X Link 2025-10-24T16:53Z 14.5K followers, 28.7K engagements
"The investments I find most peculiar are the ones where your daily gain exceeds your original investment amount. $AMZN 🌹"
X Link 2025-10-31T15:36Z 14.5K followers, 151.6K engagements
"Quite the story at the gym today. I get on the treadmill and the girl next to me is running full speed like she just robbed a bank. As Im watching I notice she has a $DLO dLocal water bottle which was very amusing and highly perplexing. So I wait for her to finish and start a conversation. Turns out she works for General Atlantic $DLO seed investor and was actually one of the people who led the round. Naturally I light up and start talking about General Atlantics investment in $DLO their early conviction everything I love about the business and so on. She was blown away by how much I knew so"
X Link 2025-11-03T16:00Z 14.5K followers, 48.6K engagements
"Thoughts on $MELI & $AMZN earnings: $MELI posted another strong quarter with revenue up 39% and earnings just slightly below expectations. Every segment of the business is firing marketplace payments ads logistics. Profit is growing more slowly than revenue because the company keeps reinvesting to expand and capture more market share. Margins dipped a bit but that is exactly what great companies do when they are building and growing they reinvest and high rates of return. It reminds me of $AMZN early years when they prioritized growth over short term profits. $MELI is doing the same with a"
X Link 2025-11-09T00:57Z 14.5K followers, 26.5K engagements
"Imho there are small pockets of attractive price to value in the market but overall the market still feels unattractive right now. People joke about Michael Burry when he says he does not understand the market yet what he really means is that he cannot find value at prices that make sense. That is not unreasonable it is common sense and it takes real courage to step aside when youre making a lot of money while everyone else is excited. There are plenty of great businesses today with strong economics real competitive advantages talented management and clean balance sheets. The issue is not the"
X Link 2025-11-13T18:03Z 14.5K followers, 33.9K engagements
"Another guy who gets investing 🌹 Mark Massey isnt very public but hes one of my top managers based on positions. https://t.co/dyetsOMfJH Mark Massey isnt very public but hes one of my top managers based on positions. https://t.co/dyetsOMfJH"
X Link 2025-11-15T00:14Z 14.5K followers, 65.9K engagements
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