QualityAtScale

Monthly portfolio update: no sales. I initiated a position in $NOW and continued adding to $SNPS and $MELI. Staying focused on long-term compounders.

Berkshire keeps buying $GOOG I am surprised they sold $AMZN.

Been a hectic week for me, but weekly buys were split between $MELI at x1577 and $SPGI at x408

@joecarlsonshow This is laughable. My goodness.

I’m writing as a victim of Netflix. I was watching a show and after the episode finished, the next episode started to play automatically. Can you believe that? They didn’t even get my express written consent to start the next episode. They just assumed I wanted to continue watching. Now I’m totally addicted and helpless. I literally can’t stop watching. The episodes just keep playing, non stop. And I lack the courage and strength to use the remote and turn off the TV. Please save me from these dark patterns government! These evil companies only care about engagement! Also, Netflix is recommending content that they think I will enjoy. The nerve of these people! They know if i enjoy the content I’ll watch longer. Their whole goal is just to keep me glued! They should be recommending content I won’t enjoy so I won’t watch as long. How is this even legal!? Also, don’t even get me started on Spotify. When Spotify finished playing a song it just started playing the next one without my permission. I seriously can’t believe these people. Why do they just assume I want to continue listening to music? These dark patterns to keep you engaged know no end. Thanks Texas for protecting me against these abusive dark patterns.

@TradingThomas3 Bears rn

Any bears left?

Just saw why $NFLX is down today.

I think it’s fair to say that $MELI will see some price cuts in the coming weeks that could drive prices lower. I’ve been accumulating slowly and am pretty happy with my position as of now. I will continue to be opportunistic in my buys 👍🏽

Weekly portfolio performance: another big week for my $ASML and $SNPS position. A lot of my other holdings have lagged behind the recovery so far, but I’m not too worried long term.

I bought more $MELI at 1660x for my weekly DCA. Think this continues to be a great opportunity if you’re a long term investor.

@BourbonCap Growing 50% and being punished.

$MELI revenue growing 49% YoY Q1 2026

Market doesn’t like that $MELI is prioritizing long-term dominance over short-term profits. If it holds at open tomorrow, I will add a little more. Growth at 49% and pushing to capture market share against competition to make their moat indisputable. I love this from management.

$LB printing money. FCF margins came in at 80%. Stock was down today despite a guidance raise. 🤷🏽‍♂️ I’ll gladly take those shares for the long term. Find me another company reporting 80% FCF margins.

$UBER

$DASH with another solid quarter. ✅Total Orders +27% YoY to 933M ✅GOV +37% YoY (+24% ex-Deliveroo) ✅Revenue +33% YoY ✅Adjusted EBITDA +28% YoY to $754M Management still sees grocery delivery as a huge opportunity going forward. Overall a strong quarter, stock is up 12% AH. Holding shares.

@StockMKTNewz $DASH

What was the best performing stock in your portfolio today?

$UBER quarter was a good one. After reading through the call, Dara and co. are expecting continued strong growth, partnering with 30 different AV companies across various regions. Uber One continues to be a huge success, with members growing at a 50% clip. Management expects to be in 15 AV markets by the end of the year. $UBER also bought back $3B in stock this quarter. Overall, a solid quarter across the board.

$UBER Report is Out! Trips +20% YoY Bookings +25% YoY Revenue +14% YoY EPS +44% YoY GAAP Income from Operations + 57% YoY Another really impressive report by Uber! How will the stock react?

Everyone with no semi exposure.

@patientinvestor Pour one out for Mo.

Mohnish Pabrai put 77% of his portfolio into Micron $MU in 2023, then sold just six months later, right before the stock took off!!! It could’ve been a legendary trade.