Jason

@historyrock_ Rock With You

Billie Jean, Beat It, and Thriller don't exist… What's your favorite Michael Jackson song?

@FarOutMag Nick Drake comes to mind

What is the most underrated band of all time? 🙌🎶

@VintageRockN_85 What a fun thread to read!!! Just for fun, a few that I didn't see listed here (or maybe I missed them): Gerry Rafferty - Baker Street Dire Straits - Sultans of Swing Bill Withers - Ain't No Sunshine When She's Gone Joni Mitchell - Help Me Billy Joel - Just the Way You Are

I’m gonna make a 70s playlist! Add one 70s Song in the comments🤘🏻

@XMartinsMusicX Prince

My Top 10 Favourite Songwriters.. who are you adding? 1. Bob Dylan 2. John Lennon 3. Jagger/Richards 4. David Bowie 5. Morrissey 6. Lou Reed 7. Stevie Wonder 8. Leonard Cohen 9. Paul McCartney 10. Elvis Costello

@CapexAndChill Right, there must be plenty of bears. Institutions, algorithms perhaps. Just no bears to be found anywhere on Twitter, which is too bad. Great analysis, by the way. Thank you for your posts.

@Jason04327887 There are plenty of bears imo. The general reason its down is because wall street is worried about competition and margins. Imo this is hyper-focused on the competition in Brazil, which only accounts for about half revenues

It is even crazier when you realize that $MELI is beating $AMZN in every Latin American region they operate in and its really not even close. Mexico is supposed to be the most competitive region for Amazon. And geographically speaking MELI should be at a complete disadvantage going against Amazon, bordering their home turf. It's really not that simple. MELI opened a fulfillment center in Texas in 2024. This allows MELI to dominate in cross-border trade in Mexico from the US and China. They are quickly gaining a structural advantage in Mexico and the rest of LatAm by being able to provide the widest variety in products by streamlining the global supply chain into their proprietary logistics network. Then let's take a look at where we are in 2026. We are waiting on MBI approval for MELI in Mexico so it can operate as a fully licensed bank. It is already growing its credit card portfolio rapidly in Mexico, which is easing ecom adoption and also increasing frequency and retention. Once they are able to function as a full bank for their ecosystem users the entire loop will be closed and MELI will definitely pull away even further from Amazon in its most highly regarded Latin American region. Now we cannot forget that Amazon is still a great biz and also has high margin AWS. But MELI's high margin banking business with a huge TAM just seems to be extremely appealing. Especially at current multiples. It is growing faster than market rate at both ecom and banking in its region where the market rate is very high to begin with.

@PropheticVal These are all great. Real ingredients also. Time to make some marinated grilled salmon and Japanese rice!

At Wal-Mart last night

Mercado Libre. Everybody here (including me) seems quite bullish, yet the stock is right around a 52-week low, so obviously lots of sellers. Where are the $MELI bears? I want to read what the people who are selling this have to say.

@linglingfool Asking the same question. Seems like everything was pretty much in line with expectations, I didn't see anything particularly positive or negative from what we already know.

What am I missing on $ampg?

@travelingflying Absolutely true. I would PREFER the waitress over the corporate executive, and it's not even close.

Men, is this really true?

@coookwithchris Looks great!! Thank you so much for sharing. Would this be as good (or better) if I used a smoker, rather than baking? Or would baking be the preferred method for this?

Dutch Meadows Farm Turkey Recipe: This is by far the best turkey I've ever made and I will never make a turkey another way again! We will start with an overnight wet brine: 3.5 cups apple cider 1.5 cups maple sugar (or regular sugar) 1 cup salt 3 tbsp peppercorns 5 bay leaves 4 sprigs rosemary 4 whole garlic cloves, smashed Peels of three oranges Water (enough to cover the turkey) Add all the ingredients to a large stock pot and bring to a boil. Boil until the salt and sugar dissolve, then let cool COMPLETELY (this can take a while, so plan accordingly) Submerge the turkey, and refrigerate overnight When you are ready to cook, wash all the excess salt off with cold water, then pat completely dry. Place in a roasting pan and rub the entire outside with butter. Stuff cavity with herbs (I like sage, rosemary and thyme here), onion, garlic, bay leaves, and orange peels and generously season the outside and cavity with salt and pepper. Turn oven temperature to 350°F. Turkey should cook approximately 13 minutes per pound (but always check the internal temperature to be safe). Every 30 minutes or so, baste the turkey with it's own fat/juices. Let rest for a solid 20-30 minutes before cutting! This is BY FAR the best turkey I've ever had! The original recipe is from Dutch Meadows Farm but I tweaked it a little to my own preference. Let me know if you have any questions!

@Pat_Stedman Man is this true!!!! Wise words

If someone you wouldn't want to be, living a life you wouldn't want to have is judging you - consider it a positive rather than a negative indicator.

@VintageRockN_85 Subdivisions!

Share your favorite RUSH song….

@historyrock_ 1. WILD IS THE WIND 2. Suffragette City 3. China Girl 4. Ashes to Ashes

What’s the greatest David Bowie song?

@wjmccarthy @ranchoimages Such an exciting company! Does anyone know if the SBC Commerce deal fell out, or is that still potentially in play?

think for yourself, do your own research… question the false narratives pushed by anonymous accounts beware these liars trying to separate you from your $ they can falsely attack us all they want, we won’t hide, we disclose everything read our public filings to find the real truth about the value we have created and continue to grow on behalf of our shareholders Comstock Strong 💪 $LODE

@tempebarstool Bandersnatch!! Plenty of other great ones, but to me this one has to take the top spot.

What is the best bar in the history of ASU?

@orrdavid @kndistressed Gungho is near a 52-week low, despite Gravity being up. Maybe a bit of a valuation disconnect happening? I own both, but would maybe lean towards Gungho over Gravity at the moment, in part because of that.

@kndistressed However, Gung Ho it's incredibly hard to lose money even with a bit less upside.

Gung Ho Entertainment $3765: Equity = 150 billion yen Cash pile = 135 billion yen Equity - cash pile = 15 billion yen Last year's net income = 22 billion yen The ROE on the underlying biz is completely insane. Video game companies are amongst the best quality possible.

Twitter layout issue... My right sidebar is now as large as my middle reading area. Not sure how that happened. Does anybody know how to shrink the right sidebar, and/or expand the size of the middle reading area?

@jenstilmanydots It looks like there's been a lot of insider buying recently

$TRP.TO has substantial cash flow buffer protecting its dividend. In 2022, it paid out 49 per cent of its adjusted funds from operations as divs. For 2023 and 2024, the AFFO payout ratio is expected to rise to 53.6% and 55.3%, respectively theglobeandmail.com/investing/educ…