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[@OrpheusWisdom](/creator/twitter/OrpheusWisdom)
"@internpierre Axel Dumas is just a better capital allocator in the industry whereas Arnault is one of the greatest financial engineers in the world. $LVMH still lacks clarity on their overall luxury strategy whereas $RMS.PA is still focusing on artisanal and craftsmanship"  
![@OrpheusWisdom Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1278332845937897472.png) [@OrpheusWisdom](/creator/x/OrpheusWisdom) on [X](/post/tweet/1943282530658193729) 2025-07-10 12:13:54 UTC XXX followers, 1320 engagements


"@zoomyzoomm unfortunately the market applies a discount on LATAM businesses. see $MELI compounding revenues at XX% for XX years Returns on Capital above XX% and rarely trading above X times sales"  
![@OrpheusWisdom Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1278332845937897472.png) [@OrpheusWisdom](/creator/x/OrpheusWisdom) on [X](/post/tweet/1946650494287450373) 2025-07-19 19:16:59 UTC XXX followers, XX engagements


"@kevalways currently watching the pizza boy producing Medellin with Walsh and Vince"  
![@OrpheusWisdom Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1278332845937897472.png) [@OrpheusWisdom](/creator/x/OrpheusWisdom) on [X](/post/tweet/1946584627646173274) 2025-07-19 14:55:15 UTC XXX followers, XX engagements


"July 18th Portfolio Update Daily Return: +10.06% +$14360 Core holdings (80%+ of the portfolio) $MELI $PLTR $RMS $OPEN Buys $MELI (bought more now my largest position) Sells none Performance YTD: 65.65%"  
![@OrpheusWisdom Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1278332845937897472.png) [@OrpheusWisdom](/creator/x/OrpheusWisdom) on [X](/post/tweet/1946351290168000536) 2025-07-18 23:28:03 UTC XXX followers, XXX engagements


"The first $200k is a bitch $OPEN $MELI $PLTR $BMNR $SBET $RMS.PA"  
![@OrpheusWisdom Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1278332845937897472.png) [@OrpheusWisdom](/creator/x/OrpheusWisdom) on [X](/post/tweet/1947313246228103181) 2025-07-21 15:10:31 UTC XXX followers, XXX engagements


"sold 1/3 of my $OPEN to buy more $MELI after more than tripling my principal in days will ride the remaining 10000 shares for now"  
![@OrpheusWisdom Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1278332845937897472.png) [@OrpheusWisdom](/creator/x/OrpheusWisdom) on [X](/post/tweet/1947453166183653521) 2025-07-22 00:26:31 UTC XXX followers, XXX engagements


"@LEAPTRADER_ thanks Im still trying to understand better the business model of these ETH treasury companies $SBET and $BMNR"  
![@OrpheusWisdom Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1278332845937897472.png) [@OrpheusWisdom](/creator/x/OrpheusWisdom) on [X](/post/tweet/1946937811464044921) 2025-07-20 14:18:41 UTC XXX followers, XX engagements