Chelo Rodriguez

@bamastatetennis ‘23 🇦🇷

[Chelo Rodriguez @ChelooRodriguez]

@riesgocosmico @JuanRodrig07 @Martin_Onorato Si, en el caso de Vista lo que hace es disminuir la dilución al accionista, que también es importante. Por eso el impacto no es muy importante, pero hay muchisimos casos donde SI es efectiva, $AN, $TDG, $AZO, etc etc. No es para generalizar en este caso su afirmación, eso si

[Chelo Rodriguez @ChelooRodriguez]

@FedexSTi Ojalá @acce ponga devuelta a $PYPL donde se merece estar después de tanto tiempo perdido

[Chelo Rodriguez @ChelooRodriguez]

@rusoyablo Lo temprano que estamos acá Ruso querido, nos dará alegrías

[Chelo Rodriguez @ChelooRodriguez]

@marciofabrizio @Kross_Roads @Futurenvesting FYI

[Nike @Nike]

Priorities unchanged. Another major secured.

The wins keep coming on and off the course for Scottie Scheffler

[Chelo Rodriguez @ChelooRodriguez]

@tealdif @Kross_Roads @Futurenvesting one of the reasons why $NU is down today

[Chelo Rodriguez @ChelooRodriguez]

@bondlovescold @Kross_Roads The way I look at it is the following - market at ATHs, multiples somewhat extended in a few sectors, why not diversifying into something with limited downside? Don’t see this stock going down significantly given their buyback program. This is a true value play, but we’ll see.

[Chelo Rodriguez @ChelooRodriguez]

@Merval_Surf @amitisinvesting 👀👀

[Chelo Rodriguez @ChelooRodriguez]

@Spike_1567 @Kross_Roads @AwareWealth Exactly. $AN is another great example, flat revenue growth since 2021 and has been a 5x since then buying back 50%+ of their shares outstanding.

[Chelo Rodriguez @ChelooRodriguez]

@Kross_Roads @AwareWealth I’ve said the same thing many times but they’ve got a big opportunity to excel in capital allocation given this price action. If they’re able to reduce their shares outstanding by ~8% this year the stock price will take care of itself. And I’m not even talking about growth here

[Chelo Rodriguez @ChelooRodriguez]

@Kross_Roads @CKopeny Here you go! See ‘ad’ on the top right. Hope that’s what you guys were talking about

[Chelo Rodriguez @ChelooRodriguez]

@CKopeny @Kross_Roads Same thing here. I’ve seen some ads on the PayPal app in the last couple of weeks too

[Chelo Rodriguez @ChelooRodriguez]

@brujodegalileo Pedazo de análisis, siempre con las palabras justas

[Chelo Rodriguez @ChelooRodriguez]

@Kross_Roads Just wait until PayPal beats and raises guidance and still be down after the report

[Chelo Rodriguez @ChelooRodriguez]

@juanito_mexok Son los mismos que siempre están comprados cuando se vuela, unos vivos bárbaros

[Chelo Rodriguez @ChelooRodriguez]

@chinowz Lo mismo de siempre Chino. Se lee poco del merval últimamente en esta red social, generalmente un buen momento para seguir acumulando, como allá por diciembre 2024 fue un buen momento para achicar un poco la exposición. Ni en diciembre éramos Suiza ni hoy somos Zambia.

[Chelo Rodriguez @ChelooRodriguez]

@amitisinvesting You’re the man Amit. You deserve it!

[Chelo Rodriguez @ChelooRodriguez]

@Kross_Roads That’s great Roy. Are the expectations for Q2 still pretty low? If we finish June in the low 70s, I think we’ll be surprised by how much in buybacks they did in Q2 (hopefully close to $2b).

[Chelo Rodriguez @ChelooRodriguez]

@Kross_Roads @George_Dubs_ Hopefully they get the SEC on board as well pretty soon! But having 19/20 yo kids receiving their NIL money on PayPal/Venmo to me is a huge deal

[Chelo Rodriguez @ChelooRodriguez]

@PaperGainsInc @PatrickFernlieg @RobinhoodApp @vladtenev Nope. Clay season is over but I don’t think they will cover smaller events until at least next year. I guess for this year they’ll do RG, Wimbledon, and the US Open on tennis.