Eric García

@taka_shirasu Easy right? 🤣

103 subscribers with 43 videos. So if I post 10,000 videos I’ll get like 25,000 followers?

@YodaStockInvest $MNSO , it is just not discussed in the community. Top holding here

What’s an unpopular stock you own that nobody seems to want, but you just know you will be right?

@taka_shirasu I see! I'm sorry about it man. Every experience is a learning tho! It makes you who you are. I hope for the good after many years passed 💪

@SuEricGP A group of Japanese kids physically assaulted me. I was there from 8 to 15. Mock would have been nice

Week 2 spending time in the Tokyo office. Japanese people speak like robots with a script I remember the day when teacher made me stand outside the classroom when I spoke differently from the others students Very traumatic experience and I begged my mom to take me back to California

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$MC.PA #LVMH at $600 has the potential to deliver annual returns of 10% based on the following conservative assumptions: - P/E ratio of 22x - Dividend yield of 2% - Annual revenue growth of 8% LVMH is a holding in both of my portfolios. What do you think about this company?

AMD has announced expectations for a 70% year-over-year growth in CPU revenue for Q2 2026. AMD also revised its total addressable market (TAM) forecast for data center CPUs from $60 billion to $120 billion. Are you still not bullish??

Curious how others are thinking about the inventory duration relative to the international unit economics — is the Street modeling any markdown risk into 2H, or is this being ignored entirely? grilloinsights.substack.com/p/the-mnso-dil…

Genuine question on $MNSO consensus positioning: most of the bullish framing I'm seeing anchors to the headline net profit figure without adjusting for the non-recurring AI investment gain. Back that out and you're looking at 8.1% core growth — which is a materially different underwriting assumption. Meanwhile, overseas inventory has stretched to 254 days. For a retailer whose entire model depends on freshness-driven foot traffic and impulse velocity, that's not a rounding error — it's a structural question about whether international expansion is scaling efficiently or just absorbing capital. The China reacceleration is real (five straight quarters of improving metrics is not noise), and the U.S. membership data is more interesting than it's getting credit for. But I'd push back on anyone underwriting the full headline print as a clean earnings beat.

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