BroncoBilly

[BroncoBilly @BroncoB08993702]

@phenomcapital Are these deck barges in addition to the 4 YRBM barges? Many thanks.

[BroncoBilly @BroncoB08993702]

@Super70sSports Is this Russia?

[BroncoBilly @BroncoB08993702]

@realroseceline Have u ever seen a company in hyper growth mode buying back stock and paying a dividend like DLO? Unreal.

[BroncoBilly @BroncoB08993702]

@phenomcapital Thank you. Was Long GLDD, am long KEX and CNRD. Any thoughts on what CNRD could be worth.

Strange stock has been very flat in a volatile market. Is it possible someone is accumulating, with the patience of Job.

Either way appreciate the update.

[BroncoBilly @BroncoB08993702]

@SpeakerPelosi Let’s ask Ashil Babbit what she thinks. Oh , wait, sorry.

[BroncoBilly @BroncoB08993702]

@everyonehatesp1 Thank .you. Question what is an appropriate valuation for a business like this? Own CNRD, GLDD and KEX. Never really know what is right value as they can have some volatile cycles. Appreciate the write up and metric box.

[BroncoBilly @BroncoB08993702]

@realroseceline Why the big bet on railroads? Not negative just curious.

[BroncoBilly @BroncoB08993702]

@realroseceline Do we know when DLO is reporting eps?

[BroncoBilly @BroncoB08993702]

@realroseceline 90 day cycles are inefficient

[BroncoBilly @BroncoB08993702]

@Alphafox78 That log in the foreground is worth $3,000.

[BroncoBilly @BroncoB08993702]

@realroseceline Biggest misunderstanding of AMZN early on is that they managed to Gross profit dollars. We’re head of their time. Worked out pretty well.

[BroncoBilly @BroncoB08993702]

@LauraLoomer Any group/party that celebrates killing babies is capable of anything.

[BroncoBilly @BroncoB08993702]

Tossed your thoughts into ChatGPT. Thanks for the post.
$DLO
No longer just LatAm’s play,
but rails that span the world today.
Messy markets, small fins fall—
scale decides, and scale wins all.
Brazil rebounds, but the bigger stream
flows through Africa, Asia, the Middle East’s beam.
More merchants, more wallets, new rails to build,
credit, in-store—layers filled.
Margins steady, volume climbs,
seventy percent through shifting times.
Volatility bites, but breadth defends,
the larger it grows, the softer it bends.
Compliance strong, expansion wide,
durable rails the world can ride.
A vast market, upside near—
$DLO’s story feels clear.

[BroncoBilly @BroncoB08993702]

@realroseceline RBC. Roller bearings. US company. Strangely high tech. Talk about grinding it out.

[BroncoBilly @BroncoB08993702]

@goddek Sailed thru unscathed.

[BroncoBilly @BroncoB08993702]

@catturd2 Have the FDA members take a confirmed dose in public. Check with them 3 yrs later. Will not be good. But free French fries!

[BroncoBilly @BroncoB08993702]

@TheBabylonBee Vacuum guy minesweeping with no protective gear. Legend!

[BroncoBilly @BroncoB08993702]

@stocktalkweekly @wholemars 92 percent of Fed Employees made donations to Dem candidates. Powell neighbors with Yellen et all. When big money is involved it’s always political. It is not Saints Reserve.

[BroncoBilly @BroncoB08993702]

@iAnonPatriot 10