Thebullmind_LucaMeer

Popular Investor on eToro | Portfolio focused on multi-strategy | DM for info | Not financial advise #etoro #marketinsights #investments

[Thebullmind_LucaMeer @LMGPEM]

Sharing business insights and analytics aligned with the assets in the portfolio.
Not financial advice, I may receive commissions from eToro.
Interested? Send me a DM.
Follow me & Copy me on eToro: https://t.co/nG3sWQxmo8

#etoro #socialtrading #copytrading

[Thebullmind_LucaMeer @LMGPEM]

@amitisinvesting I believe the SpaceX IPO is draining liquidity from the market

[Thebullmind_LucaMeer @LMGPEM]

9/9
This high-quality Ohio Tunnel Project is a solid addition that reinforces WeBuild’s infrastructure pipeline with low-risk, visible revenues.

Stay tuned!

NOT FINANCIAL ADVISE!

[Thebullmind_LucaMeer @LMGPEM]

1/9
Dear investors,

$WEBUILD HAS JUST BEEN AWARDED A MAJOR NEW CONTRACT IN THE UNITED STATES! 👇

#WeBuild #OhioTunnels #investing

[Thebullmind_LucaMeer @LMGPEM]

8/9
FINAL THOUGHTS (PART 2)
The total backlog remains STRONG AT ~$50.9 BILLION, with visibility for the next 4 years and 90% in low-risk countries.
Saudi Arabia’s Vision 2030 continues to offer interesting prospects after 60 years of relations with the Group.

[Thebullmind_LucaMeer @LMGPEM]

The points of interest between the US and Iran are too divergent to easily find an agreement.
On top of this problem, there is a regional actor that the US cannot easily manage, but to whom they never withdraw their support: Israel.

I agree with Trump when he says that the war in Lebanon is separate from the one they are "fighting." However, we must take into account that there are movements and hatreds that go beyond the simple attack on Iran, which has always considered Israel an enemy to be destroyed. It's also reciprocated by the way.

It's a game that took a moment to force its way into, but one that ISA found they couldn't get out of so easily.

[Thebullmind_LucaMeer @LMGPEM]

@MikeLongTerm @OpenAI @AnthropicAI Lisa Su knows her stuff. She's an excellent CEO, backed by a very capable management team.

They have been able to target the right "spots" gaining more and more ground on their competitors.

If he continues like this, his value will undoubtedly emerge over the years.

[Thebullmind_LucaMeer @LMGPEM]

@MikeLongTerm @PalantirTech Yes, the efficiency shown by $PLTR the It leaves you speechless. It has been running for quarters with dizzying increases on all key metrics, with little or no increase in the sales team.

The Rule of 40 over 100% for quarters is no coincidence.

[Thebullmind_LucaMeer @LMGPEM]

13/13
Bottom Line: Grab delivered a record Q1 with strong operational leverage, improving profitability and bold strategic moves (CRSOL + Foodpanda).
The company is executing at a high level while carefully managing the risks (incentives and credit).
As a Popular Investor on $ETOR i'm following Grab very closely - these results reinforce my positive view.

What do you think of Q1 2026? Bullish on the growth + expansion strategy? Drop your thoughts in the comments.

If you want more in-depth analysis like this, follow me.

[Thebullmind_LucaMeer @LMGPEM]

1/13
Dear Investor,
today we are diving deep into $GRAB Q1 2026 results. The first quarter delivered a record performance, with Net Income reaching $120 million.
This is a major milestone. Let me break everything down for you in detail. 👇

#GRAB #SEAsiaTech #FinWit

[Thebullmind_LucaMeer @LMGPEM]

12/13
Foodpanda Taiwan Acquisition
Grab announced the acquisition of Foodpanda Taiwan for $600 milion in cash (cash-free and debt-free basis).
This marks Grab's first expansion outside Southeast Asia. The deal is expected to close in H2 2026, with full migration by early 2027.
Taiwan (pop. about 23 million) + Foodpanda's about52% market share = significant new growth opportunity.