Creator Post Archive
Value Investing 2050
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May 12, 2026
LONG Mercado Libre | Ulta Beauty und Nexstar Media verkauft
The creator sold shares of Ulta Beauty and Nexstar Media, finding their valuations fair to slightly overvalued and growth prospects insufficient for their 20% annual return goal. They have now invested in Mercado Libre, which is expected to become their largest portfolio position. The creator also briefly discusses the business models and recent performance of Ulta Beauty and Nexstar Media, noting that while both have had buybacks, growth has slowed.
Apr 15, 2026
Too many losing stocks in my portfolio! | Portfolio update
The creator is dissatisfied with their portfolio's performance and plans to restructure it. They are considering selling underperforming stocks, particularly those in the "coffee can" portfolio, and reinvesting in higher-conviction names like Mercado Libre, Uber, and Lyft. The creator is seeking advice on whether to hold or sell several positions, citing concerns about growth, business models, and opportunity costs.
Mar 15, 2026
My stock purchases in March 2026 | The Trade Desk and Mercado Libre
The creator discusses two recent stock purchases: The Trade Desk (TTD) and Mercado Libre (MELI). For TTD, they see potential for a short-term price doubling within three years due to its significant drop from highs, founder control, and ongoing growth. For MELI, they view it as a long-term investment, highlighting its dominant position in South American e-commerce and fintech, and projecting significant future returns based on continued high growth.
Mar 15, 2026
Adobe, Grab, Toast | Three growth stocks in focus
The creator discusses three growth stocks: Adobe, Grab, and Toast. Adobe is a current purchase with a target of 100% return in 3 years, despite AI concerns. Grab is considered interesting but too expensive due to its valuation. Toast is a growing company in the restaurant services sector, but its competitive moat and valuation are questioned. The creator's portfolio is currently underperforming benchmarks.