Why I’m buying the $MELI "EPS Miss" — 104% Growth in Credit is the Real Story 💳🚀 ​The market just gave us a gift. $MELI fell on a short-term EPS miss, but the underlying "Elite" metrics are the strongest Ive seen in years. Here is why I just added it to my portfolio at $2016: ​1. The Fintech Explosion 🏦 The market is worried about "strategic spending," but look at where that money is going. Mercado Pago’s credit card portfolio grew 104% YoY (reaching $4.8B). This isn't just a marketplace anymore; its becoming the largest digital bank in Latin America. ​Monthly Active Users: 72 Million (+29% YoY) ​Total Credit Portfolio: $11.0 Billion (+83% YoY) ​2. The 27-Quarter Streak 📈 MercadoLibre just marked its 27th consecutive quarter of >30% revenue growth. Revenue hit $7.4B (up 39%). Think abou

Why $TTD just triggered my "Falling Knife" Protocol 🔪📉 ​After analyzing 26 candidates, The Trade Desk ($TTD) is the first to pass all 4 of my strict quantitative rules. Here is the breakdown: ​1️⃣ The Trigger: Down 70.8% from 52-week highs. (Extreme Market Panic ✅) 2️⃣ Elite Quality: ROIC sits at ~27%. This is a capital-efficient powerhouse. 3️⃣ Safety: Negative Net Debt. They have $1.4B in cash vs $0.37B in debt. (Fortress Balance Sheet ✅) 4️⃣ Valuation: Current price $37.26 vs. Consensus Target of $61.73. That's a ~40% Margin of Safety. ​The Thesis: The market is panicking over Amazon's ad moves, but TTD remains the king of the "Open Internet" and Connected TV. At these levels, the risk/reward is the best I've seen in the tech sector this year. ​What do you think? Is the bottom in for TT

Why I just bought $ETOR 🔪🛡️ ​Instead of just watching from the sidelines, I’ve officially opened a position in eToro Group Ltd. My "Falling Knife" protocol signaled a rare 100% match, and I am putting capital where the data leads. ​The Ownership Thesis: 1️⃣ Extreme Reset: Bought at a ~54% discount from the post-IPO high of $79.96. The market is pricing in fear; I am pricing in the recovery. 2️⃣ Fortress Balance Sheet: eToro holds $1.2B in cash (Source: Q3 2025 Results, Page 2). That is a massive safety net for a company with a $3.05B market cap. ✅ 3️⃣ Management Alignment: The board recently authorized a $150M buyback. When a profitable company buys back its own "cheap" shares, it creates long-term value for us as shareholders. ✅ 4️⃣ Profitable Scale: $57M in GAAP Net Income last quarter w

Subject: Why I Just Initiated a High-Conviction, Deep Value Buy in Molina Healthcare (MOH)  I'm opening a 5% position in Molina Healthcare (MOH) after its massive 58% collapse from its 52-week high. This isn't just cheap; it's an extreme valuation disconnect that presents a textbook "Falling Knife" opportunity. 1. The Panic & The Disconnect 📉 The stock price is driven by fear over the Medical Cost Ratio (MCR), which rose due to temporary post-COVID regulatory shifts (Medicaid Redeterminations). The market is pricing this temporary earnings hit as a permanent failure of the business model. 2. The Core Thesis: Extreme Value We must look past the stock price (Market Cap) to the actual operating business price (Enterprise Value). This is where the deal is undeniable: The Cash Safety N