Invest.uy

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Invest.uy

Invest.uy

@Invest_uy

sharing my thoughts about the stock market. LATAM long term BULL

Uruguay Beigetreten Ağustos 2024
322 Folgt117 Follower
Invest.uy
Invest.uy@Invest_uy·
$MELI has significantly outperformed both the QQQ and the SPY since IPO: MELI ~57.6× QQQ ~17.6× SPY ~7.2×
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QC Capital
QC Capital@QC_Capitals·
What’s the most undervalued stock right now?
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Invest.uy
Invest.uy@Invest_uy·
@svocktigon It is appropriately priced for a company that will grow below inflation for the next years. I do not discard a decrease in revenue and eps even. Apart from that, the opportunity cost of owning such business while we are in history’s greatest tech revolution is too high.
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Paradis Labs
Paradis Labs@ParadisLabs·
The Vatican Bank has a US equity index that tracks stocks that are "consistent with Catholic teachings" Top 10 positions: 1. $MU 7.59% 2. $AVGO 5.22% 3. $AAPL 4.85% 4. $TSLA 4.68% 5. $NVDA 4.67% 6. $JPM 3.52% 7. $INTC 3.27% 8. $CSCO 3.25% 9. $V 3.10% 10. $HD 3.09% Hilariously ironic index composition.
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Invest.uy@Invest_uy·
@rbrtrmstrng I don’t think this will happen. If AI continues to scale, any operating cash flow will be diverted into capex and dc’s. Exploding cash flows would mean they no longer believe in scaling compute. This would be bearish for their AI bets and the market as a whole .
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Robert Armstrong
Robert Armstrong@rbrtrmstrng·
Wall Street consensus estimates for hyperscaler free cash flow. Provides a good snapshot of where the market's head is at, I think:
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Will Biddy
Will Biddy@WillBiddy_·
I own 13 Stocks: $ADBE $META $MA $GOOGL $SPGI $DUOL $INTU $SPOT $TOST $UBER $CPRT $PYPL $NFLX If you had to trim this down to 10 stocks which 3 would you eliminate?
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Invest.uy@Invest_uy·
AI needs power, power needs critical minerals, critical minerals need LATAM My stocks for this are: $ERO $RIO $MELI $NU
Latinometrics@LatamData

🔋 🌎 Why is the global energy transition virtually impossible without Latin America’s mineral reserves? ↓ While the world focuses on manufacturing chips and batteries, Latin America holds the raw materials that make them possible. Brazil alone controls over 94% of the world's niobium, a critical element for superconducting alloys. 🗞️ read our full data breakdown → latinometrics.com/articles/minin…

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Lorenzo Couget
Lorenzo Couget@LorenzoBolsa·
El castigo en growth/LatAm este año viene siendo muy fuerte. Mientras $SPY sube +8% YTD, nombres como $NU, $PYPL, $NOW, $ADBE, $SE y $SOFI caen entre -29% y -39%.
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Invest.uy@Invest_uy·
In the last 10 years, $MELI has grown faster than $GOOGL from 2004-2014 MELI: ~44x in revenue GOOGLE: ~21x in revenue
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Invest.uy
Invest.uy@Invest_uy·
Is it time to replace $TSLA with $SPCX in the Magnificent 7?
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Invest.uy
Invest.uy@Invest_uy·
$zeta CTO interview Must watch
Wealthmatica@wealthmatica

Here's my interview with Christian Monberg. CTO of Zeta Global. Inside Zeta's Technology Stack & AI Strategy. This conversation dives into the infrastructure powering $ZETA. We discuss... Zeta's owned data infrastructure. - The future of the OpenAI partnership. - The Business Intelligence segment. - The company's technology stack. - Building a consumer ontology. - Its long-term AI strategy. - The SaaS narrative. From proprietary data to enterprise AI, this interview explores what differentiates $ZETA beneath the surface. 🔗 Full interview: youtu.be/ZrDVqpb5rBE Always a pleasure, @chrismonberg. $ZETA

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Invest.uy
Invest.uy@Invest_uy·
I believe $SPCX will not go up simply because there are a lot of bullish people. It will go up because NO ONE wants to bet against Elon, the liquidity and the trader in chief @realDonaldTrump
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Invest.uy
Invest.uy@Invest_uy·
Remember: $MELI margins by country show how different each market really is Argentina: 35.7%
Mexico: 17.4%
Other LatAm: 16.0%
Brazil: 8.2% Argentina is the margin engine. Want to long Milei and Argentina? Long $MELI
Invest.uy@Invest_uy

Argentina Long-Term Ratings Raised To 'B-' On Better Access To Financing; Outlook Stable External confirmation that Argentina’s turnaround is real. Bullish for $ARGT $MELI and $YPF CPI projections form S&P: - 2026: 31.8% - 27’: 22.3% - 28’: 12.5% - 29’: 9% GDP projections👇

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@TheBigBerbowski @QC_Capitals @svocktigon @ParadisLabs @rbrtrmstrng @WillBiddy_ @LorenzoBolsa @elonmusk