Rubenslash

Investor since 2014 | 30% CAGR (as of 2026) | Global equities | Growth-focused with valuation discipline | Concentrated bets | Occasionally sharing thoughts

[Rubenslash @Rubenslashh]

@GabGrowth Have you looked at Ubtech? Only publicly listed humanoid company at this moment.

[Rubenslash @Rubenslashh]

@dissectmarkets They're getting banned in most cities here in Belgium and apparently in other European countries too. Wouldn't touch this stock.

[Rubenslash @Rubenslashh]

@buccocapital They staffed half of the IT department at one of the telcos I consulted at. It’s their business model..

[Rubenslash @Rubenslashh]

@sv_techie Altimeter may have sold the bottom here.

[Rubenslash @Rubenslashh]

@SleepWellTrung Another reason is the AI frenzy resulting in the market selling non-AI quality stocks.

[Rubenslash @Rubenslashh]

@the_zack_zhu @MikeFritzell @firstadopter I got a local phone number to pay with Line. Spent a month there, worth the trouble.

[Rubenslash @Rubenslashh]

@davey_juice It’s like SaaS in 2021, trading on narratives and vibes. You can’t explain 50-60x revenue rationally.

[Rubenslash @Rubenslashh]

@sv_techie Only the Nebius cult really believes DDOG is getting disrupted by Clickhouse.

[Rubenslash @Rubenslashh]

@davey_juice I remember when they were guiding for 2B $ revenue by 2023. Still doing 1.2B $ annually.

[Rubenslash @Rubenslashh]

@MikeFritzell I am an IBKR customer but I honestly can't believe that such a large platform still doesn't offer access to half of the Asian markets..

[Rubenslash @Rubenslashh]

@GabGrowth @Philip51479248 GoTo -5% today, muted reaction considering 100% Indonesian exposure.

[Rubenslash @Rubenslashh]

@GabGrowth I have a small position in $TIGR, definitely interested. It's getting competitive there, especially if Grab will also enter the space with Stash.

[Rubenslash @Rubenslashh]

@LiorShemesh4 @CarsonTalkMoney 1/ GDP growth in the region is & will be higher than US/Europe.
2/ Emerging Financial Services with higher margins. Uber doesn't have an equivalent.
3/ Large cash position.
4/ Lower AV risk.
5/ Earlier in TAM penetration: 6% of population vs. Uber's 17%.

$GRAB

[Rubenslash @Rubenslashh]

@davey_juice Why sell at a 3-year low? That bearish ZS or to reduce margin?

[Rubenslash @Rubenslashh]

@bobspaysubstack The ADR is green today.

[Rubenslash @Rubenslashh]

@amitisinvesting Once the AI CAPEX/hardware trade is over, software will catch a bid due to sector rotation. Timing uncertain.

[Rubenslash @Rubenslashh]

@ContrarianCurse @Brian_Stoffel_ He sold NOW and is looking for confirmation bias.

[Rubenslash @Rubenslashh]

@jaebuttlucky Why moving away from MNDY? Too expensive?

[Rubenslash @Rubenslashh]

@ryan_c_walsh Samsara, Rubrik, Zscaler, Toast

[Rubenslash @Rubenslashh]

@GabGrowth Indo, Malay and SG are easy with V/MA.
But Vietnam, Thailand and Cambodia were a struggle. It's a very useful feature for travellers.