# ![@realroseceline Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1304847419163639808.png) @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)
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### Mentions: [--] [#](/creator/twitter::1304847419163639808/posts_active)
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### Followers: [------] [#](/creator/twitter::1304847419163639808/followers)
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- [--] Week [------] +2.40%
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### CreatorRank: [-------] [#](/creator/twitter::1304847419163639808/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1304847419163639808/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[luxury brands](/list/luxury-brands)  #876 [stocks](/list/stocks)  #2436 [finance](/list/finance)  #5463 [technology brands](/list/technology-brands)  18% [cryptocurrencies](/list/cryptocurrencies)  7% [automotive brands](/list/automotive-brands)  5% [countries](/list/countries)  3% [celebrities](/list/celebrities)  1% [social networks](/list/social-networks)  1%

**Social topic influence**
[business](/topic/business) #2020, [investment](/topic/investment) #422, [strong](/topic/strong) 8%, [cash flow](/topic/cash-flow) #40, [$dlo](/topic/$dlo) #28, [in the](/topic/in-the) 7%, [flow](/topic/flow) #652, [$snap](/topic/$snap) #1, [money](/topic/money) 6%, [if you](/topic/if-you) 6%

**Top accounts mentioned or mentioned by**
[@anacintra24](/creator/undefined) [@betochmam](/creator/undefined) [@ashton1nvests](/creator/undefined) [@grok](/creator/undefined) [@justusfult99485](/creator/undefined) [@tommyleed8888](/creator/undefined) [@ashton_1nvests](/creator/undefined) [@varunv_malhotra](/creator/undefined) [@coinviction](/creator/undefined) [@qualityinvest5](/creator/undefined) [@sashinvesting](/creator/undefined) [@dotybilly](/creator/undefined) [@travisbrendan2](/creator/undefined) [@c95524cj](/creator/undefined) [@michaelchutney](/creator/undefined) [@origoinvest](/creator/undefined) [@wall_st_regard](/creator/undefined) [@deepvaluebagger](/creator/undefined) [@fredrik33m](/creator/undefined) [@tinytitanscap](/creator/undefined)

**Top assets mentioned**
[DLocal Limited (DLO)](/topic/$dlo) [Snap, Inc. (SNAP)](/topic/$snap) [MercadoLibre Inc (MELI)](/topic/$meli) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Global Payments Inc (GPN)](/topic/$gpn) [Uber Technologies, Inc. (UBER)](/topic/$uber) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Tesla, Inc. (TSLA)](/topic/tesla) [The Root Network (ROOT)](/topic/$root) [4 (FOUR)](/topic/$four) [Ferrari N.V. (RACE)](/topic/$race) [Netflix Inc (NFLX)](/topic/$nflx) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Shopify Inc (SHOP)](/topic/$shop) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Bank of America (BAC)](/topic/bank-of-america) [Basis Cash (BAC)](/topic/$bac) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Root, Inc. (ROOT)](/topic/root-inc) [Weyerhaeuser Co (WY)](/topic/$wy) [Bridge Mutual (BMI)](/topic/$bmi) [Roper Technologies Inc (ROP)](/topic/$rop) [Now Coin (NOW)](/topic/$now) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Toyota Motor Corporation (TM)](/topic/$tm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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


"@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


"$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


"@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 1st buys at $3b market cap"  
[X Link](https://x.com/realroseceline/status/2019495206605976034)  2026-02-05T19:35Z 14.1K followers, [---] 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 $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, 26K 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


"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


"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


"@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


"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


"$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


"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


"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


"@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


"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


"@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 14.5K followers, [---] 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, 82.9K 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


"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


"You learn something new every day I have never heard of a ticking fee 🌹 David Ellison's Paramount Skydance just adjusted its bid for Warner Bros. Discovery in an attempt to win over shareholders from the Netflix proposal. https://t.co/x0iydXvR2V David Ellison's Paramount Skydance just adjusted its bid for Warner Bros. Discovery in an attempt to win over shareholders from the Netflix proposal. https://t.co/x0iydXvR2V"  
[X Link](https://x.com/realroseceline/status/2021256095008952512)  2026-02-10T16:13Z 14.5K followers, [----] 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


"$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, 18.4K 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


"$SPGI is a remarkable business. 🌹"  
[X Link](https://x.com/realroseceline/status/2022480991697469910)  2026-02-14T01:20Z 14.5K followers, 10.9K 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


"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


"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


"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


"$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 14.5K 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 14.5K 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 14.5K followers, [----] 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


"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 $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 14.5K followers, [----] engagements


"@Ashton_1nvests $meli"  
[X Link](https://x.com/realroseceline/status/2019494950459883632)  2026-02-05T19:34Z 14.5K followers, [---] 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


"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, 25.6K 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, 10.3K 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


"@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


"@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


"@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


"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


"@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


"@Bob75047961 Amazon is a big biz hard for them to 10x over the next [--] years like they did over the last [--] years. That would be a $20t market cap 🌹"  
[X Link](https://x.com/realroseceline/status/2019607340463595826)  2026-02-06T03:01Z 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


"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, 40.9K 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


"@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


"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, 30.6K engagements


"@joecarlsonshow Business are not valued based on revenue growth they are valued based on economics. Even after this decline $doul trades at 30x its real cash flow which is not particularly cheap but also not unreasonable.🌹"  
[X Link](https://x.com/realroseceline/status/2022809663134220612)  2026-02-14T23:06Z 14.5K followers, [---] engagements


"Thoughts on $AMZN $AMZN reported a solid quarter on the surface. Revenue up 14% on a base this large is not normal. At this scale mid teens growth means they are effectively adding the equivalent of a massive standalone company every year. AWS reaccelerated to 24% which is a big deal. That is the profit core. Advertising grew 22% becoming one of the most valuable high margin assets inside of $AMZN. Guidance of 11% to 15% growth was fine. But what shook the stock was capex. $200b in [----] up roughly 50%. Thats not just money to maintain the business. Its building AI infrastructure like data"  
[X Link](https://x.com/realroseceline/status/2022818062060392703)  2026-02-14T23:39Z 14.5K followers, [----] engagements

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