Stanton
1.1K posts

Stanton
@StantonsLab
Fist principles on finance, Leader of UI and EI, Newfie at hart. 7000% returns per month, Join my Subscription for only $2 a day at https://t.co/6fRwLI4ed4
Sydney Downs, Caper island Bergabung Mayıs 2016
883 Mengikuti2.7K Pengikut

@CapexAndChill I love the company, it will be a forever hold most likely,
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@StantonsLab 🤣 I’m not trying to shill meli. I’m just sharing my thoughts on the biz
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Well said. $MELI has a management team that is operating on a different level than Wall Street can really understand or want to understand. Even so, I think the credit risk fear is overblown. I felt Ozzie was pretty clear on the call about credit strategy. The interesting part is MELI could have easily tightened their lending standards, captured less of the market, grow 30-40% instead of nearly 50%, show stable/rebounding margins with higher NIMAL and would have gotten bid up 10%+ after earnings. But, instead management saw an opportunity and is taking full advantage of it.
David Perlmutter@Muzzlebuster
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@NewcomerInvest Buying Bitcoin was stupid,
Investors who look at investing in companies like this would buy their own Bitcoin if they wanted, they don't want a company to buy a speculative coin.
The optics (no pun) look terrible.
Buffett would puke.
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Another point that raised eyebrows: $KITS team made a modest purchase in a Bitcoin ETF as a complement to their cash reserves.
Over the long term, I’ve no doubt this will turn out to be a better investment than cash. However, $BTC performance was 👎🏽 this quarter leading to an unrealized loss on that ETF.
Should companies own some crypto? This is a legitimate question and while modest crypto allocation can drive additional gains, it also brings an extra level of uncertainty that some investors cannot stomach.
Mgmt indicated in the call that they have no plans to add anymore to that position and will be reducing it over the longer term. I think that’s a wise decision.

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@BrightInsight6 Everyone thinks we went to the moon, people just think that NASA didn't tell the truth about it
And here we are
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@wealthmatica The problem with this is people don't believe it can continue the growth
With such a high PE they would need many years of sustained growth to bring the multiple two reasonable level
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What's even more impressive...
Is that $MELI trades at a 1.10 PEG ratio right now.
- 29 quarters of +30% YoY growth.
- Domination of Latam e-com.
- Ads growing 73% YoY.
Yeah, of course there is heavy investment right now - but that won't last forever.

Qualtrim@qualtrim
MercadoLibre is a one of a kind business. For the last 29 consecutive quarters, they have booked +30% revenue growth. Name another company with this record. $MELI
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#Dividends in 2023
Jan = $10,200 ✅
Feb = $6,093 ✅
Mar = $5,528 ✅
#Dividends in 2024
Jan = $10,903 ✅
Feb = $7,139 ✅
Mar = $6,277 ✅
#Dividends in 2025
Jan = $10,579 ✅
Feb = $11,030 ✅
Mar = $14,693 ✅
#Dividends in 2026
Jan = $13,877 ✅
Feb = $12,908 ✅
Mar = $13,822 ✅
And I’m WITHDRAWING monthly 😳
Living off of them 🫵🔥
- 💎✨
Eesti

Doing a Farmers Market every Saturday of 2026 for Business #1 - Week 19 of 52
Out of town Trade Show today! At the second largest city in my province (I live in the first) around 2hrs away. With the price of gas I better sell out lol


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@CDInewsletter The problem with Michael is that he's completely right but missing the fact that the market has changed dramatically since 2008
The Federal reserve will bail out any bad market which gives everyone confidence to keep shoveling money in regardless.
It's not the same market
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@eftegarie Should I do a video on what I'm getting for $450/month USD?
I'm thinking yes.
My only reservation is maybe it'll blow up and all my Elio neighbours will be asking "are you that Twitter video guy" for months to come.
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@Milajoy I really appreciate the attention to detail. Starting with the hard nipples on the dog walker.
Bravo.
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An antivax nurse doesn’t understand immunology- vaccines make healthy people better
Nursekate@Nursekatejohn
Your best defense against any disease is a healthy body. Not a vaccine.
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Where to look:
-The CIA's Weapons and Counterproliferation Mission Center
-The CIA's Directorate of Science and Technology
-The National Reconnaissance Office
-The National Geospatial-Intelligence Agency
-The NSA
-The DIA
-The Air Force Office of Scientific Research
-The Office of Naval Research
-National Underwater Reconnaissance Office
-Battelle
-Mitre Corporation
-Amentum
-Aerospace Corporation
-Lockheed Martin
-BAE Systems
-Northrop Grumman
-Raytheon
-NASIC
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On with @ClintWeldon it was @imxanderjones who pointed this out and it absolutely looks like a parachute and the fan that accompanies this, smoke trails and all.
There’s alot of clutter in the files, no harm in weeding some of it out
Astral🛸@The_Astral_
Looks like the “star UFO” video released earlier today in the UFO files has been debunked.
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@MarkMcGrathCFP @lejeunesimon @Wealthsimple Ya the big banks totally don't do this with MER fees and a million other ways they are robbing boomers that are stupid.
Id wager the "Lowest common denominator" kid on WS is 100x more financially savvy than his boomer grandpa
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@lejeunesimon @Wealthsimple Yea because you're marketing to the lowest common denominator amd those with low financial literacy.

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$125B in assets, +71% yoy growth, another record quarter for @Wealthsimple 🚀
We are the fastest-growing FI in Canada, and we're now getting more net deposits per quarter than most of the big 5 banks 🔥

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