Tump

@CP24 It takes years to build a reputation and decisions like these to lose it.

Wealthsimple is a step closer to offering prediction markets, experts say it is a ‘slippery slope’ cp24.com/local/toronto/…

@FDG_trevor His light-hearted reaction made it epic.

Uhhhhh did Casey White just have the worst miss of all time?????

@CapexAndChill MELI is a longterm winner for sure.

@CapexAndChill So you saying MELI may still have a long way to go before hitting bottom.

In case anybody needs this from $AMZN's Jeff Bezos after the dot com bubble when the sock plummeted over 90% “The stock is not the company. And the company is not the stock. And so, as I watched the stock fall from $113 to $6, I was also watching all of our internal business metrics—number of customers, profit per unit—everything about the business was getting better. And so, while the stock price was going the wrong way, everything inside the company was going the right way.” Its important to treat market weakness as an opportunity. Many probably ran out of cash already but many are also lucky enough to have income. Great time to pay attention to the market imo

@QuantAlphaSeekr This post is not going to age well.

All caps but true. single handedly stopped me from getting my stupid ass buying $bn good job bro🌹🌹🌹

@StockTrades_CA Yes I lost respect for Wealthsimple when I saw this.

Remember when Wealthsimple's motto was centered around getting rich slowly and they positioned themselves against this type of stuff? Ugly look IMO. Good way to funnel money out of investment accounts at a rapid pace. theglobeandmail.com/business/artic…

@theDGFanatic I didn’t know he had hair.

When was the last time you saw Gannon Buhr without a hat? 🤔

@WideMoatCzar I also exited my position and put it into BN. Life goes on.

UPDATE: I have completely exited my $GSY.TO position this morning at $44.55 for a total loss of $17,368.56 CAD.

@PronkDaniel @TheGreenMember Daniel, I just sent you a DM. This is Tump from the discord.

@TheGreenMember There's obviously more that went into it, that was just a quick summary. But keep dunking on those who lost.

Wow I’m shocked this deep analysis of $GSY dividend yields and PE ratios didn’t pay off for his 260k YouTube followers.

@ValuGrowth @DrewCohenMoney But pix is not credit. MELI’s push into credit cards fuels more purchases. For myself, the majority of all of my purchases are with a CC even though debit is always an option.

@DrewCohenMoney Spot on with pix.. Pix is destroying the whole payments ecosystem. I assume central banks will take note. I'm bearish processors, networks, etc hard to think central banks globally will not take note, especially if they want to get rid of cash

So no one is making money in Brazil ecommerce? Former Shopee Brazil President claims that nobody is making money in ecommerce in Brazil (Shopee or Meli) (Says that Shopee doesn't attribute any shared overhead for tech to the Brazil segment) Thinks that it is only $MELI's Mercado Pago arm that makes Meli profitable there My take is that if you look at Meli's country level profits, Argentina generates $2.4bn in direct contribution profit versus Brazil at $2.1bn. (Direct contribution profit is the country's revenues less all cost that can directly be attributed to that country... basically everything less shared corporate overhead) This means they make more money in Argentina despite Brazil commerce being 4x larger. How? Fintech. Argentina's fintech business is 2x as big as their commerce busines. In contrast, in Brazil, the fintech business is 1/3rd smaller than the commerce business. While this doesn't rule out the possibility that Brazil ecomm is making some money, it does broadly support the Former Shopee Brazil president's claim that no one is making money in Brazil. (One added complexity to this is Pix, which likely means Brazil is a worse market for Mercado Pago than Argentina.) Now Brazil used to be at 24% direct margin in 2023 and now is at 13%... part of the bear case for Meli is that they were overearning before competitve intentisty picked up and now this new level of compeition from Shopee and also from Amazon re-entrentching could be permanent... On the other hand, bulls will say they are purposely investing in the platform by cutting minimum delivery amounts and lower take-rates to gain more volume and thus build a more formidable moat overtime. More to come.... new video dropping this weekend on Meli per @AlphaSenseInc expert call $MELI $SE

@DrewCohenMoney @AlphaSenseInc I don’t see E-commerce becoming the big earnings driver for MELI. It’s fintech and ads divisions will be where the profits are (just like AWS for amazon). The profits will come. The moat is the interplay of these interdependent cogs in the machine.

Former president of Shopee Brazil thinks the thing $MELI misses is that Amazon can slowly improve overtime and lose money forever until they get good enough Shopee is a different value prop Consumers have all 3 apps installed on their phones Per @AlphaSenseInc

@WideMoatCzar Increased my position this morning at $111.50

We are so back $GSY.TO

@DivGrojourney Role BIP and BEP into BAM. BAM’s dividend is growing at 12-15% a year which blows away the others. If you want some crazy spice, add some GSY.TO

My Top 10 Holdings.. what are your top 10? $BN.TO $BIP.UN/ $BIPC $BAM $TD $AQN.TO $FTS.TO $TRP.TO $BEP.UN / $BEPC $XFLX.TO $CNR.TO would you change anything?

@PassiveCndIncom Yes that is their specialty

@wormelow1 True but go easy customers are most likely higher risk vs banks.

something to really consider if your holding $gsy

$TRI $TRI.to Thomson Reuters is going to be fine.

$TRI TRI.TO Now that is what I call a long-term line of support. Grateful for this opportunity to create a core position.

$TRI $TRI.to To hear a robust defence of Thomson Reuters’ AI strategy go to the 6:30 point in their Q3 2025 earnings call. youtu.be/Qc77cwgiI6Y?si…

@disc_ran @aSQUIDsurvives They are a great disc, but oh so beefy. Mine was like a zone OS.

@aSQUIDsurvives I didn’t. Because the last couple times I’ve stocked MX-2s no one has touched them.

Yo @disc_ran did you get the Glimmer MX2s from prodigy? Those things look sweet.

@DivGrojourney Taking a break is always a good thing to do. Enjoy it.

Well folks, it's been nice.. I appreciate a few that are amazing.. unfortunately, due to shit.. I'd rather live life than social media.. my ror are next to none.. sucks to be you.. and yes I am buying bonds.. I wish u all the best.