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[@emergingmktbull](/creator/twitter/emergingmktbull)
"$TMDX operating cash flow per share since 2019. This is a thing of beauty"  
[X Link](https://x.com/emergingmktbull/status/1975241216754348158) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-06T16:46Z XXX followers, 4166 engagements


"$SE Monee's XX day+ NPL actually decreased year-over-year in Q2 2025 while growing loans outstanding by 90%. As of the end of Q2 $SE has nearly $X billion in off-book loans. If you look closely at the footnote it says: "Off-book loans principal outstanding mainly refers to channeling arrangements which is lending by other financial institutions on our platform." Exciting things are happening at Monee"  
[X Link](https://x.com/emergingmktbull/status/1975594123471016359) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-07T16:08Z XXX followers, XXX engagements


"@davey_juice If $SE touched the $150s and lower I'd add aggressively. Clear long-term winner"  
[X Link](https://x.com/emergingmktbull/status/1975703685272338755) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-07T23:24Z XXX followers, XXX engagements


"$CAVA has X stores in: Alaska Hawaii Idaho Iowa Kentucky Minnesota Mississippi Montana Nebraska Nevada New Mexico North Dakota Ohio Oregon South Dakota Utah Vermont Washington West Virginia Wyoming"  
[X Link](https://x.com/emergingmktbull/status/1975925104967049440) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-08T14:03Z XXX followers, 1104 engagements


"$SE @wolfofharcourt is correct. $SE's price increase is fundamentally driven. The market doesn't see the magnitude of profitable growth that Monee will achieve in the coming years. Loan book is growing XX% y/y with X million first-time borrowers during the 2nd quarter"  
[X Link](https://x.com/emergingmktbull/status/1975929767825383779) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-08T14:22Z XXX followers, XXX engagements


"@meeijer Of these options $TMDX at $118"  
[X Link](https://x.com/emergingmktbull/status/1976022832674193492) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-08T20:32Z XXX followers, 4939 engagements


"Monee is the biggest part of my bull thesis for $SE right now. Shopee is still growing XXXX% y/y and still has a ways to go monetizing the ads business. But whats happening with Monee is the same exact thing as what happened with MercadoPago $MELI. X million first time borrowers were added in Q2. Meanwhile off platform loans grew XX% q/q in Malaysia and off platform personal loans outstanding almost doubled y/y. Monees growth will blow away expectations and grow into *the* regional powerhouse"  
[X Link](https://x.com/emergingmktbull/status/1976364124285157459) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-09T19:08Z XXX followers, XXX engagements


"$SE had such good traction on its VIP membership in Indonesia that it's expanding to Thailand and Vietnam Forrest also noted that $SE plans to expand the VIP offering to its other geographies before the end of the year. So far there are already X million members who purchase approximately XX% more after subscribing This is in addition to the high-margin recurring revenue $SE will receive from membership fees over time. $SE management said We see a very good potential there to be a meaningful program in our market comparable to other programs you see in other e-commerce or retailers in or out"  
[X Link](https://x.com/emergingmktbull/status/1977784724962820442) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-13T17:13Z XXX followers, 1193 engagements


"The Shopee VIP program is a significant long-term bull catalyst for $SE and it's something I will be watching like a hawk in future quarters. Similar to $AMZN Prime or $MELI Ms the VIP loyalty program will eventually build consumer surplus and bring massive profits to $SE"  
[X Link](https://x.com/emergingmktbull/status/1977785900823167139) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-13T17:17Z XXX followers, XXX engagements


"$SE CEO Forrest Li on Monee from the Q2 2025 earnings call: "Monee had another very strong quarter. Both revenue and adjusted EBITDA continued to grow more than XX% year-on-year and our loan portfolio remained healthy thanks to our prudent risk management. In the second quarter our loan book grew over XX% year-on-year to reach $XXX billion driven by both our expanding user base and our wider range of products addressing more user needs. We added over four million first-time borrowers during the quarter and our newer cohorts are scaling well with positive unit economics. At the end of the"  
[X Link](https://x.com/emergingmktbull/status/1975591083817025759) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-07T15:56Z XXX followers, 2874 engagements


"$SE Garena Q2 '25: "Multiple key titles delivered double-digit YoY growth in the 2nd quarter including Free Fire Arena of Valor EA Sports FC Online and Call of Duty: Mobile" Free Fire is the current cash cow but what happens when other names grow 10%+ annually"  
[X Link](https://x.com/emergingmktbull/status/1975741569660580038) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-08T01:54Z XXX followers, 1626 engagements


"My current holdings: $MELI $SE $SIMO $SOFI $DLO $META $TMDX $NU $GOOGL $V $TXN $PFE $CELH $BTI $CAVA $AMZN $UBER $NBIS"  
[X Link](https://x.com/emergingmktbull/status/1975946426107510967) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-08T15:28Z XXX followers, 1113 engagements


"$NU has grown deposits in Mexico from essentially $X in Q2 2022 to $XXX billion in Q2 2025. In the same time frame $NU went from XXX million customers to XX million customers XX% of Mexico's adult population"  
[X Link](https://x.com/emergingmktbull/status/1976345136121762276) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-09T17:52Z XXX followers, XXX engagements


"$SE not seeing any news for this sell-off. I increased my position XX% after hours at $XXXXXX. Ultra-long"  
[X Link](https://x.com/emergingmktbull/status/1978555367358419409) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-15T20:15Z XXX followers, 4464 engagements


"If there's further weakness I'll continue adding to $MELI and $SE"  
[X Link](https://x.com/emergingmktbull/status/1978557098452484592) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-15T20:22Z XXX followers, 2205 engagements


"@davey_juice I got $SE at $XXXXXX. It's clearly a gift from the market. Garena growing double digits Monee EXPLODING with growth Shopee firing on all cylinders adding their VIP program. Complete no brainer here"  
[X Link](https://x.com/emergingmktbull/status/1978557572128067865) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-15T20:24Z XXX followers, XXX engagements


"@TopiEero I am doing more DD on $INTR but it looks interesting. I prefer the $NU route of getting their actual full blown charter though"  
[X Link](https://x.com/emergingmktbull/status/1973413232279798059) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-01T15:42Z XXX followers, XXX engagements


"@TinyTitansCap Thank you Will read soon. $INTR"  
[X Link](https://x.com/emergingmktbull/status/1975241131412889659) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-06T16:45Z XXX followers, XXX engagements


"$CAVA Meanwhile Chipotle $CMG has over XXX stores in these same states nearly double the stores $CAVA currently operates. Gives you an idea of how long $CAVA's growth runway *could be.* Idaho: XX Iowa: XX Kentucky: XX Minnesota: XX Mississippi: XX Montana: X Nebraska: XX Nevada: XX New Mexico: XX North Dakota: X Ohio: XXX Oregon: XX South Dakota: X Utah: XX Vermont: X Washington: XX West Virginia: XX Wyoming: 2"  
[X Link](https://x.com/emergingmktbull/status/1975925364812640596) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-08T14:04Z XXX followers, XXX engagements


"This is nicely laid out thank you for sending it to me. I have a few observations: I understand it's comparing apples to oranges but $NU has the first mover advantage here. I think $NU's management is of a higher quality and like that they've already expanded and have millions of customers in Mexico and Colombia. It's clear to me that ARPAC will expand over time with older cohorts becoming more profitable; however that's a given with both $NU and $INTR. With $NU announcing its application for a banking license with @USOCC $INTR's American franchise is under direct threat though it'll take $NU"  
[X Link](https://x.com/emergingmktbull/status/1976013848047124852) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-08T19:56Z XXX followers, XXX engagements


"$MELI is growing monthly active fintech users XX% year over year. $NU growing customers XX% year over year (active in the last XX days). $INTR growing active customers XX% year over year"  
[X Link](https://x.com/emergingmktbull/status/1976341569704980785) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-09T17:38Z XXX followers, 1850 engagements


"In Q2 XX Monee grew revenue XXXX% y/y nearly 2x the growth rate of the entire $SE group achieving an almost $XXX billion yearly run rate. Applying the same XXXX% revenue growth rate for X more years means Monee's yearly run rate would be $XXX billion as of Q2 XX. For context that would put Monee at nearly 4x Garena's current size in Q2 2027"  
[X Link](https://x.com/emergingmktbull/status/1976353482492792910) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-09T18:26Z XXX followers, 8529 engagements


"$MELI entering the online medicine market in Brazil 👀"  
[X Link](https://x.com/emergingmktbull/status/1976376074591408390) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-09T19:55Z XXX followers, XXX engagements


"I bet $MELI crushes $AAPL over the next X years and it wont be particularly close. Mercado Libres reinvestment runway is so long that their Earnings and Free Cash Flow per share will continue compounding year after year for decades to come"  
[X Link](https://x.com/emergingmktbull/status/1978075192438968522) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-14T12:27Z XXX followers, 1112 engagements


"EXTREMELY bullish on both $MELI $SE"  
[X Link](https://x.com/emergingmktbull/status/1978556901039165839) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-15T20:21Z XXX followers, 2413 engagements


"@RahulSetty_ Forrest is a visionary. Its easy to invest along such an incredible entrepreneur. $SE"  
[X Link](https://x.com/emergingmktbull/status/1979004345480790215) [@emergingmktbull](/creator/x/emergingmktbull) 2025-10-17T01:59Z XXX followers, XXX engagements