[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @LatticeInvestor Lattice Investor Lattice Investor posts on X about $meli, $se, $wise, wise the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1989027473854722051/interactions)  - X Week XXXXX +43% ### Mentions: XX [#](/creator/twitter::1989027473854722051/posts_active)  - X Week XX +45% ### Followers: XX [#](/creator/twitter::1989027473854722051/followers)  - X Week XX +61% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1989027473854722051/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [luxury brands](/list/luxury-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$meli](/topic/$meli) #34, [$se](/topic/$se) #15, [$wise](/topic/$wise) #17, [wise](/topic/wise) #1272, [investment](/topic/investment) 3.92%, [$rdvt](/topic/$rdvt) 3.92%, [ai](/topic/ai) 3.92%, [$race](/topic/$race) 3.92%, [status](/topic/status) 3.92%, [$umg](/topic/$umg) #6 **Top accounts mentioned or mentioned by** [@capexandchill](/creator/undefined) [@realroseceline](/creator/undefined) [@qualityinvest5](/creator/undefined) [@manuinvests](/creator/undefined) [@sashinvesting](/creator/undefined) [@leveragedfun](/creator/undefined) [@alphainvest480](/creator/undefined) [@dutchinvestors](/creator/undefined) [@100baggerhunt](/creator/undefined) [@dividenddynasty](/creator/undefined) [@longequity](/creator/undefined) [@garpandchill](/creator/undefined) [@commonsenseplay](/creator/undefined) [@dividendgrowth](/creator/undefined) [@juancampero](/creator/undefined) [@mplycap](/creator/undefined) [@simeonresearch](/creator/undefined) [@dividendology](/creator/undefined) [@renesellmann](/creator/undefined) [@sbadj1](/creator/undefined) **Top assets mentioned** [MercadoLibre Inc (MELI)](/topic/$meli) [Sea Limited (SE)](/topic/$se) [Wise (WISE)](/topic/$wise) [Ferrari N.V. (RACE)](/topic/$race) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [NuCypher (NU)](/topic/$nu) [Minted (MTD)](/topic/$mtd) [Zoetis Inc (ZTS)](/topic/$zts) [PTC Inc (PTC)](/topic/$ptc) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Now Coin (NOW)](/topic/$now) [S&P Global Inc (SPGI)](/topic/$spgi) [Moody's Corporation (MCO)](/topic/$mco) [Fiserv, Inc. (FI)](/topic/$fi) [Costco Wholesale Corporation (COST)](/topic/costco) ### Top Social Posts Top posts by engagements in the last XX hours "Recently I initiated a position in Red Violet $RDVT . $RDVT has a lot of elements that hint towards a future supercompounder. It is very efficiently run returns on investment are impressive and rides on tailwind trends TAM while not huge leaves enough room for a multibagger" [X Link](https://x.com/LatticeInvestor/status/1993420864532992168) 2025-11-25T20:45Z XX followers, XX engagements "The stock is not well known not discussed not trending. To be honest I'm suprised as to why. I passed Upwork $UPWK and Temenos $TEMN which are great companies and will have very good returns to invest everything in $RDVT this month" [X Link](https://x.com/LatticeInvestor/status/1993421504785064209) 2025-11-25T20:48Z XX followers, XX engagements "@SashInvesting I can't know what multiple the market will assign to MELI is X years. At "destination state" when it's no longer growing likely in 15-20 years a not too unreasonable terminal ROCE of XX% would make it a quality company and then a PE in the 30s would be reasonable" [X Link](https://x.com/LatticeInvestor/status/1995193586401628362) 2025-11-30T18:09Z XX followers, XX engagements "@CapexAndChill @SashInvesting During that pause it occured to me $MELI has a higher quality end state and because of that I'd rather put all the capital there. I think $SE will be a very good growth stock though $GRAB as well. But both a pass for me however" [X Link](https://x.com/LatticeInvestor/status/1995206489695453573) 2025-11-30T19:01Z XX followers, XXX engagements "@realroseceline From these I like $MELI after some struggle I passed $SE though those that hold it will likely do well or even very well $NU I passed almost instantly. There are some tailwinds other than AI and EM worth exploring as well" [X Link](https://x.com/LatticeInvestor/status/1996630749999698049) 2025-12-04T17:20Z XX followers, XXX engagements "My bottom X holdings $ZTS $TOI $PTC $FICO $TSM $NOW $MTD $WISE The bottom X are X% of the portfolio" [X Link](https://x.com/LatticeInvestor/status/1996694523632635935) 2025-12-04T21:34Z XX followers, XXX engagements "Before buying a stock I always consider 1) what does it offer that an index fund doesn't. 2) what does it offer that a mag7 basket doesn't. Without a good answer to the above it's better not to buy individual stocks" [X Link](https://x.com/LatticeInvestor/status/1998485772274430209) 2025-12-09T20:11Z XX followers, XX engagements "@SimeonResearch_ Would be very interesting keep us posted if I may I would pass on the aetiologies (ie whether high cortisol levels cause chronic stress or the other way round ) these things are unclear. Even looking at emotions theories how an emotion appears there are tons of them" [X Link](https://x.com/LatticeInvestor/status/1998776581750153586) 2025-12-10T15:27Z XX followers, XX engagements "@dividendology Exactly. A lot of folks have been calling for a rotation to value this may happen of course but it's contingent on the rates environment. The 1970s that are often referenced as a parallel may repeat but may also not repeat" [X Link](https://x.com/LatticeInvestor/status/1999017778297413719) 2025-12-11T07:25Z XX followers, XX engagements "@QualityInvest5 Well spotted. Long $RACE" [X Link](https://x.com/LatticeInvestor/status/1999020532310880470) 2025-12-11T07:36Z XX followers, XXX engagements "@DividendDynasty It's a great company that will likely do well for long term holders. Valuation currently is not a fat pitch but there are only a few fat pitches in the market right now. Long $SPGI as well as $MCO both small-ish positions" [X Link](https://x.com/LatticeInvestor/status/1999024238322241816) 2025-12-11T07:51Z XX followers, XX engagements "@realroseceline @QualityInvest5 XX is a lot for $RACE ( for SPGI too and COST ) but it depends on the company eg for $RMS XX is probably fine given the infinite runway . This doesn't mean $RMS multiple won't ever compress nor that the stock won't come down" [X Link](https://x.com/LatticeInvestor/status/1999038408442712158) 2025-12-11T08:47Z XX followers, XXX engagements "@realroseceline @QualityInvest5 It's different to discount cashflows at current modus operandi for XX years and after that assume growth gdp growth and different to have a century+ of runway. A select few companies are intergenerational" [X Link](https://x.com/LatticeInvestor/status/1999039230773981646) 2025-12-11T08:51Z XX followers, XXX engagements "@DutchInvestors $WISE is such an interesting company. The sector is very competitive. I have a (very small) long position position size reflects the sector economics love the company. I'm also a client since they launched more than a decade ago so it's an emotional investment as well for me" [X Link](https://x.com/LatticeInvestor/status/1995619510955770012) 2025-12-01T22:22Z XX followers, XX engagements "@CapexAndChill $MELI can't see the path for $SE reaching a quality compounder status after its high growth phase" [X Link](https://x.com/LatticeInvestor/status/1999227341885911524) 2025-12-11T21:18Z XX followers, XXX engagements "@CapexAndChill $MELI is obsessed with one single concrete goal" [X Link](https://x.com/LatticeInvestor/status/1999526551960813642) 2025-12-12T17:07Z XX followers, XX engagements "@realroseceline Same here 👍" [X Link](https://x.com/LatticeInvestor/status/1999579047714607326) 2025-12-12T20:36Z XX followers, XX engagements "@ReneSellmann Very good company 👍long $UMG" [X Link](https://x.com/LatticeInvestor/status/1998056781025604078) 2025-12-08T15:47Z XX followers, XXX engagements "Very good company 👍long $UMG 👇" [X Link](https://x.com/LatticeInvestor/status/1998056957945471359) 2025-12-08T15:47Z XX followers, XXX engagements "@CapexAndChill I would add something else for $MELI laser focus on something very specific dominance in the middle class in LatAm. Everything they do focuses on that. $SE is more spread out focus in low cost in general even at the cost of losing customers of quality items" [X Link](https://x.com/LatticeInvestor/status/1999526357336764639) 2025-12-12T17:06Z XX followers, XXX engagements "@CapexAndChill $SE will likely be a very good growth stock that at the end of the journey may or may not reach quality compounder status. So for me it's a pass" [X Link](https://x.com/LatticeInvestor/status/1999526849332793637) 2025-12-12T17:08Z XX followers, XXX engagements "@QualityInvest5 @CapexAndChill It is very expensive at these levels and the slightest hiccup in the AI capex will make it drop. It's still a great hold IF the holding horizon is 20+ years otherwise we cross fingers 🤞 for rosy scenarios to materialise. Long $ASML" [X Link](https://x.com/LatticeInvestor/status/1999850577791226033) 2025-12-13T14:35Z XX followers, XX engagements "@long_equity I'd remove not add Eg PayPal is value not quality Fiserv under both tickers out as well Block out the X credit bureaus are good companies but not great Morningstar out Factset borderline belongs to the list Adyen is good but also borderline belongs" [X Link](https://x.com/LatticeInvestor/status/1999912523987071299) 2025-12-13T18:41Z XX followers, XXX engagements "@100baggerhunt I have a tiny position on $WISE partly for sentimental reasons as I'm an early user. I love the company and hope they do well but payments is a very competitive space and commoditised. If they move to asset management then they could start developing a moat" [X Link](https://x.com/LatticeInvestor/status/1999914121794634136) 2025-12-13T18:47Z XX followers, XX engagements "@GarpandChill Roko has Lifco ex CEO and TOI & LMN the CSU playbook. It's closer to having a hint on how they'll go. QXO I haven't looked into. TAM in isolation doesn't say much plenty of rollup companies that don't do well" [X Link](https://x.com/LatticeInvestor/status/1999952232264171657) 2025-12-13T21:19Z XX followers, XX engagements "@100baggerhunt Costco has membership that's what holds it together and makes it harder to replicate. Lovely company which I use to this day for anything cross border. I'll likely sell though to prop up a core holding. Imo if they go to asset management it will become interesting" [X Link](https://x.com/LatticeInvestor/status/1999959708556472399) 2025-12-13T21:48Z XX followers, X engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@LatticeInvestor Lattice Investor
Lattice Investor posts on X about $meli, $se, $wise, wise the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +43%
Mentions: XX #
- X Week XX +45%
Followers: XX #
- X Week XX +61%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXX% luxury brands XXXX% automotive brands XXXX% technology brands XXXX%
Social topic influence $meli #34, $se #15, $wise #17, wise #1272, investment 3.92%, $rdvt 3.92%, ai 3.92%, $race 3.92%, status 3.92%, $umg #6
Top accounts mentioned or mentioned by @capexandchill @realroseceline @qualityinvest5 @manuinvests @sashinvesting @leveragedfun @alphainvest480 @dutchinvestors @100baggerhunt @dividenddynasty @longequity @garpandchill @commonsenseplay @dividendgrowth @juancampero @mplycap @simeonresearch @dividendology @renesellmann @sbadj1
Top assets mentioned MercadoLibre Inc (MELI) Sea Limited (SE) Wise (WISE) Ferrari N.V. (RACE) Grab Holdings Limited Class A Ordinary Shares (GRAB) NuCypher (NU) Minted (MTD) Zoetis Inc (ZTS) PTC Inc (PTC) Fair Isaac, Corp. (FICO) Taiwan Semiconductor (TSM) Now Coin (NOW) S&P Global Inc (SPGI) Moody's Corporation (MCO) Fiserv, Inc. (FI) Costco Wholesale Corporation (COST)
Top Social Posts
Top posts by engagements in the last XX hours
"Recently I initiated a position in Red Violet $RDVT . $RDVT has a lot of elements that hint towards a future supercompounder. It is very efficiently run returns on investment are impressive and rides on tailwind trends TAM while not huge leaves enough room for a multibagger"
X Link 2025-11-25T20:45Z XX followers, XX engagements
"The stock is not well known not discussed not trending. To be honest I'm suprised as to why. I passed Upwork $UPWK and Temenos $TEMN which are great companies and will have very good returns to invest everything in $RDVT this month"
X Link 2025-11-25T20:48Z XX followers, XX engagements
"@SashInvesting I can't know what multiple the market will assign to MELI is X years. At "destination state" when it's no longer growing likely in 15-20 years a not too unreasonable terminal ROCE of XX% would make it a quality company and then a PE in the 30s would be reasonable"
X Link 2025-11-30T18:09Z XX followers, XX engagements
"@CapexAndChill @SashInvesting During that pause it occured to me $MELI has a higher quality end state and because of that I'd rather put all the capital there. I think $SE will be a very good growth stock though $GRAB as well. But both a pass for me however"
X Link 2025-11-30T19:01Z XX followers, XXX engagements
"@realroseceline From these I like $MELI after some struggle I passed $SE though those that hold it will likely do well or even very well $NU I passed almost instantly. There are some tailwinds other than AI and EM worth exploring as well"
X Link 2025-12-04T17:20Z XX followers, XXX engagements
"My bottom X holdings $ZTS $TOI $PTC $FICO $TSM $NOW $MTD $WISE The bottom X are X% of the portfolio"
X Link 2025-12-04T21:34Z XX followers, XXX engagements
"Before buying a stock I always consider 1) what does it offer that an index fund doesn't. 2) what does it offer that a mag7 basket doesn't. Without a good answer to the above it's better not to buy individual stocks"
X Link 2025-12-09T20:11Z XX followers, XX engagements
"@SimeonResearch_ Would be very interesting keep us posted if I may I would pass on the aetiologies (ie whether high cortisol levels cause chronic stress or the other way round ) these things are unclear. Even looking at emotions theories how an emotion appears there are tons of them"
X Link 2025-12-10T15:27Z XX followers, XX engagements
"@dividendology Exactly. A lot of folks have been calling for a rotation to value this may happen of course but it's contingent on the rates environment. The 1970s that are often referenced as a parallel may repeat but may also not repeat"
X Link 2025-12-11T07:25Z XX followers, XX engagements
"@QualityInvest5 Well spotted. Long $RACE"
X Link 2025-12-11T07:36Z XX followers, XXX engagements
"@DividendDynasty It's a great company that will likely do well for long term holders. Valuation currently is not a fat pitch but there are only a few fat pitches in the market right now. Long $SPGI as well as $MCO both small-ish positions"
X Link 2025-12-11T07:51Z XX followers, XX engagements
"@realroseceline @QualityInvest5 XX is a lot for $RACE ( for SPGI too and COST ) but it depends on the company eg for $RMS XX is probably fine given the infinite runway . This doesn't mean $RMS multiple won't ever compress nor that the stock won't come down"
X Link 2025-12-11T08:47Z XX followers, XXX engagements
"@realroseceline @QualityInvest5 It's different to discount cashflows at current modus operandi for XX years and after that assume growth gdp growth and different to have a century+ of runway. A select few companies are intergenerational"
X Link 2025-12-11T08:51Z XX followers, XXX engagements
"@DutchInvestors $WISE is such an interesting company. The sector is very competitive. I have a (very small) long position position size reflects the sector economics love the company. I'm also a client since they launched more than a decade ago so it's an emotional investment as well for me"
X Link 2025-12-01T22:22Z XX followers, XX engagements
"@CapexAndChill $MELI can't see the path for $SE reaching a quality compounder status after its high growth phase"
X Link 2025-12-11T21:18Z XX followers, XXX engagements
"@CapexAndChill $MELI is obsessed with one single concrete goal"
X Link 2025-12-12T17:07Z XX followers, XX engagements
"@realroseceline Same here 👍"
X Link 2025-12-12T20:36Z XX followers, XX engagements
"@ReneSellmann Very good company 👍long $UMG"
X Link 2025-12-08T15:47Z XX followers, XXX engagements
"Very good company 👍long $UMG 👇"
X Link 2025-12-08T15:47Z XX followers, XXX engagements
"@CapexAndChill I would add something else for $MELI laser focus on something very specific dominance in the middle class in LatAm. Everything they do focuses on that. $SE is more spread out focus in low cost in general even at the cost of losing customers of quality items"
X Link 2025-12-12T17:06Z XX followers, XXX engagements
"@CapexAndChill $SE will likely be a very good growth stock that at the end of the journey may or may not reach quality compounder status. So for me it's a pass"
X Link 2025-12-12T17:08Z XX followers, XXX engagements
"@QualityInvest5 @CapexAndChill It is very expensive at these levels and the slightest hiccup in the AI capex will make it drop. It's still a great hold IF the holding horizon is 20+ years otherwise we cross fingers 🤞 for rosy scenarios to materialise. Long $ASML"
X Link 2025-12-13T14:35Z XX followers, XX engagements
"@long_equity I'd remove not add Eg PayPal is value not quality Fiserv under both tickers out as well Block out the X credit bureaus are good companies but not great Morningstar out Factset borderline belongs to the list Adyen is good but also borderline belongs"
X Link 2025-12-13T18:41Z XX followers, XXX engagements
"@100baggerhunt I have a tiny position on $WISE partly for sentimental reasons as I'm an early user. I love the company and hope they do well but payments is a very competitive space and commoditised. If they move to asset management then they could start developing a moat"
X Link 2025-12-13T18:47Z XX followers, XX engagements
"@GarpandChill Roko has Lifco ex CEO and TOI & LMN the CSU playbook. It's closer to having a hint on how they'll go. QXO I haven't looked into. TAM in isolation doesn't say much plenty of rollup companies that don't do well"
X Link 2025-12-13T21:19Z XX followers, XX engagements
"@100baggerhunt Costco has membership that's what holds it together and makes it harder to replicate. Lovely company which I use to this day for anything cross border. I'll likely sell though to prop up a core holding. Imo if they go to asset management it will become interesting"
X Link 2025-12-13T21:48Z XX followers, X engagements