Portfolio PRs

Formally Everydaystocks. Stock Market Investor, Hybrid Athlete, Arsenal Fan. Highbury Capital Substack.

[Portfolio PRs @PortfolioPRs]

Either I’m too lazy or too much of a fan of $SPOT that even with $AMZN offering me 4 months of $AMZN music unlimited for free I won’t make the change.

That’s a great offer by $AMZN btw, that’s around £48 of value for free but I’m sure I’m not alone in not making the change.

This is how strong $SPOT moat actually is.

[Portfolio PRs @PortfolioPRs]

@realroseceline $SHOP is one of the best businesses which ticks every box, another one is $TTD but the comments won’t like that pick lol 🤷‍♂️

[Portfolio PRs @PortfolioPRs]

@Couch_Investor I like $NFLX here at these levels, great buy & hold over the next decade

[Portfolio PRs @PortfolioPRs]

Consumer facing tech stocks are looking very attractive today. $UBER $NFLX $SPOT & $WISE.L just to name a few standouts for me.

[Portfolio PRs @PortfolioPRs]

@StockMarketNerd 😂😂😂

[Portfolio PRs @PortfolioPRs]

Love seeing the $MELI advertising at the world cup, those little proud shareholder feelings we all get 🙂

[Portfolio PRs @PortfolioPRs]

@CuriousTraderIE @alc2022 This comment 🤣🤣

[Portfolio PRs @PortfolioPRs]

The bubbles of delusion some people must live in to believe stablecoins will become anything meaningful at scale is comical honestly.

Yeah they have a good purpose but when it comes to hurting $V $MA $WISE.L and most the other companies I see stated with this nonsense its so boring 🥱

[Shay Boloor @StockSavvyShay]

Bill Gurley says $V & $MA are “heavily threatened” by stablecoins because there is “zero reason” digital payments should still cost 2% to 3%.

USDC can move money in seconds for pennies while earning yield and stablecoins may modernize payments faster than the government can.

[Portfolio PRs @PortfolioPRs]

In a few years it will be so satisfying saying “yeah I bought $META in 2022 at 10x earnings and then again in 2026 at 17x earnings”.

$META is there for the taking again, don’t make the same mistake twice

[Portfolio PRs @PortfolioPRs]

@StockMarketNerd Yeah, I’m considering getting back into $PLTR again here. The only thing is I see so many other glaring opportunities such as $UBER $META $MELI $NFLX & $SHOP all within the port a new position seems a tough pitch. We’ll see…

[Portfolio PRs @PortfolioPRs]

Strongly considering getting back into $PLTR as the price continues pulling back

[Portfolio PRs @PortfolioPRs]

Everytime a new @dkhos interview drops the takeaway I leave with is, yeah I better add a few more shares…

[Portfolio PRs @PortfolioPRs]

@ariaradnia Hopefully I'm not late lol, Looking forward to the video 👀

[Portfolio PRs @PortfolioPRs]

I also like $SHOP here I’m adding, roughly speaking it’s like 30x look through earnings today and pretty conservative assumptions get you at 16x FCF 5 years out from today. Still not the cheapest stock in the world but for one of, if not the best growth compounder I think that’s fair

[Portfolio PRs @PortfolioPRs]

@MrSeymourDuck Exactly 😂 even if the software infrastructure story plays out with great success & they deserve a software valuation compared to a banking one, even then the chance $SOFI reaches 1 Trillion is practically zero

[Portfolio PRs @PortfolioPRs]

I’ll gladly be wrong because I’d rather see people succeed than not, but let’s be real $SOFI becoming a trillion dollar company is completely absurd & I’m surprised Noto would even make a statement like that. 🚩

[Wealthmatica @wealthmatica]

$SOFI CEO on how big the company can get…

"I don't see why we can't be a TRILLION dollar company."

– Anthony Noto, CEO

$SOFI

[Portfolio PRs @PortfolioPRs]

@Jordaninmt I agree that trillion dollar companies will a much more common thing 10-15 years from now, undoubtedly. $SOFI just won’t be one of them, inflation will not take Sofi something like 50x & if it did somehow happen then that would be worthless either way

[Portfolio PRs @PortfolioPRs]

@drakeisaW Thank you!

[Portfolio PRs @PortfolioPRs]

@CarlosFSaavedra Yeah no doubt, that’s probably the toughest aspect to the deal

[Portfolio PRs @PortfolioPRs]

$UBER acquiring Delivery Hero is really exciting for the long term thesis for a few reasons

1~ $UBER officially becomes a logistics network business first & foremost as volume from Uber Eats would surpass Rides significantly.

2~ Approximately 18% of Delivery Hero’s volume doesn’t come from fast food but commerce, grocery/ household & tech. If you’ve followed for some time you’ll know I believe $UBER has a huge future in sub 60 min retail delivery

3~ Delivery Hero is massive, we’re talking the undisputed leader in the middle east, dominant across APAC and strong across Europe, Africa & Latin America. These are markets which Uber is either not dominant or not active at all. Delivery Hero is active in 65+ countries

4~ Naturally this brings a huge boost to Ubers volume & the numbers make sense. Uber Eats currently has LTM Gross Bookings of $96B. FY 2025 DH had GMV of €49B (Approx $55B)
This would be a huge boost to both Gross Bookings and Uber’s Moat in general

5~ Uber can easily afford the deal even presuming the price will have to rise from €33 likely closer to €40 per share (€13B) and the multiple they’re paying is incredible value at sub 1x revenue

Let me know your thoughts below 👇