FD Inv

[FD Inv @DPOto1000]

@niurcmontiel2 por donde te contacto?

[FD Inv @DPOto1000]

@niurcmontiel22 abre mensaje

[FD Inv @DPOto1000]

This is my current stock portfolio, any opinions? Without specifying more info, how would you weigh them today? Cheers to all!

[SixSigmaCapital @SixSigmaCapital]

"you have GPU leaders like NVIDIA, hyperscalers, foundation models, and one company integrating all together, the AI workflow company, $NOW. It used to be the Mag7. Now there's a new category. I'm calling this the Super 8. That's the Mag7 plus ServiceNow. That's right" NOW CEO

[Manu Invests @ManuInvests]

$FICO is the most obvious trade of a rate-cut cycle.

Lower Rates > Refi Boom > Massive volume of credit pulls.

Monopoly > Pricing Power > Increased Margins.

It’s one of the few businesses that will benefit from both volume and price. The ultimate toll booth.

Unconcerned about the news today re: Vantage Score. We knew this was coming.

$FICO remains the undisputed leader in MBS securitization and will remain the leader in mortgage origination scores.

“The most is that we have the most predictive score.. if you’re in the business of measuring risk.. you want the most predictive score.”

[Bourbon Capital @BourbonCap]

$UBER is an absolute cash machine

Operating cash flow:

[Andrew Macdonald @andrewgordonmac]

Retail @Uber grew ~300% this Black Friday in the US, powered by new partners like @BestBuy, @HomeDepot, @Petco and @Sephora. Consumer tech, Christmas lights, and other holiday must-haves like...storage totes!

[Seeking Alpha @SeekingAlpha]

Why I'm Doubling Down On My Adobe Position $ADBE $ADBE:CA #finance #business #stocks https://t.co/YOm5dO7SKe

[Bourbon Capital @BourbonCap]

MercadoLibre $MELI news

1) Argentina’s economy grew 0.5% from August and 5% compared to the same month of the previous year
2) Mercadolibre Brazil has reported the busiest day in history a few weeks ago
3) Mercadolibre Mexico has reported the busiest monday few weeks ago with with more than 3,000 purchases per minute

This Christmas is going to be the busiest ever for MercadoLibre, and they’re going to report massive revenue growth > 25%.

[The Future Investors @ftr_investors]

$UBER Uber launches fully driverless robotaxis in Abu Dhabi, partnering with China’s WeRide — marking the first autonomous taxi service in the Middle East. Uber already operates robotaxis in Phoenix, Austin and Atlanta via Waymo. 🚕🤖

[Gainify @gainify_io]

$MA is a margin monster.

With a 45.65% net income margin, Mastercard sits among the top 10 most profitable mega-caps over $50B.

And our Sankey chart shows exactly how they do it!

[Fundasy @FundasyInvestor]

$MELI it is interesting here

[BuccoCapital Bloke @buccocapital]

Meta capex gets the most scrutiny even though they are the ones with immediate visibility to payoff via @benthompson

Sentiment will flip here soon imho

[Aria Radnia 🇮🇷 @ariaradnia]

Uber is approaching the April low valuations

Buying Uber today at ~$75 would be equal to buying Uber at $60 during the tariff dip

$UBER

[CapexAndChill @CapexAndChill]

It's not just "more warehouse” for $MELI

It's a calculated Dual-Layer Moat designed to eliminate competition by defending both speed and cost.

Also VERY cool schematic by gemini 3👇

[Venu @Venu_7_]

$MELI – MercadoLibre

– Revenue set to grow 30% YoY
– Net income at $2B and free cash flow at $6B
– $2.5B cash on the balance sheet
– Revenue scaled from $3B to $36B in five years
– Net income flipped from negative to multi-billion
– FCF went from inconsistent to structurally strong

And the stock?

$1,900 in Feb 2021 → $1,900 in Nov 2025.

Flat for almost five years while the business 10x’d.

This is pure multiple compression, not business deterioration:

– EV/Sales collapsed from 12–15x → 3–4x
– Profitability surged while the entire LatAm growth complex derated
– E-commerce and fintech penetration in LatAm still early with a long runway ahead

Technically, the 200-week SMA and the 2022 AVWAP sit near $1,530

Names like this are the future multi-baggers.

[Pepe 🚀 @JomaSilva88]

#BlackFriday on Stocks ?

4 interesting compounders FCFyield > 5%

$UBER forw FCF yield 5.4%
$CSU forw FCF yield 5.3%
$Meli frw FCF y 9%
$EVO frw FCF y 9.8%

[Quality Equities @qualityequities]

$UBER Uber now trades at a 5% FCF yield and a 0.92 PEG ratio.

[Market Sentiment @themarketsent]

This stock is so undervalued and underrated right now.

$CSU is the biggest anti-AI play.

If you're betting against AI, invest in $CSU.

In fact, the entire market is betting that AI will ruin $CSU. But that's not entirely true.

That's like saying AI will disrupt $ADBE.

It just doesn't make sense.

Either way, $CSU just wins:

1/ If the AI bubble bursts, legacy software will prevail and eventually merge with AI for a hybrid solution. $CSU wins here.

2/ If AI isn't a bubble, it merges with legacy software already trusted by millions. $CSU wins here.

This stock is so undervalued at the moment, that it could possibly beat out bigger AI players like $GOOG and $NVDA in returns, over the next 2 years.