Max Bosenko
@MaxTheComrade
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Credit Analyst by day Stock Junkie by night / Born and raised in 🇺🇦 Spoiled by 🇺🇸 in the past decade / 🥃 lover and @LFC supporter 🔴 #FinTwit community 🙏
Florida, USA
Joined December 2013
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$MELI closed at $1,104.20, about 45% decline from its ATH of $2,020. Since 2012, there has been 5 instances when $MELI dropped more than 40% and recovered. Given the company’s recent performance and the management’s historical track record, I believe 6th time is not an exception.
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$MELI “Mercado Libre overtook Amazon's share of retail e-comm sales in Mexico for the 1st time in 2020.
Advertisers in 🇲🇽 will allocate more budget toward Meli for the 1st this year and will remain the country's leading retail media player through the remainder of our forecast”.
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$SHOP If you bought the stock 2 hours ago, congrats, you already outperformed my portfolio returns for the past 12 months.
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Historically, stock market was considered a great vehicle to build generational wealth. Looking at my portfolio, it’s going to take generations for it to recover.
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$SQ announces three powerful New Developer Tools at Unboxed 2021 conference.
Developers can now build on top of
@Square
Online for the first time.
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$SE announced the filing of its annual report on Form 20-F for the FY ended December 31, 2020.
I was reading through the annual report and wanted to share some of the highlights below.
A lot of this information is not new but its good to remind myself why I own this company.
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$QNT Been a tough couple of months, not just for Quant, across the board. The amount of negativity & anxiety is at ATH. Just remember that Gilbert mentioned that there is a lot planned for 2022 and it’s bigger than 2021. Haven’t seen a single reason to doubt the team. Stay Quamfy
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$MELI hit ATH of $2,020 in September. I remember multiple posts from many investors saying “too bad I missed this one / too late to get in / should have bought earlier, etc”. Today’s low was $1,040 which is 48.5% down from its ATH. Here is your Christmas gift from the market🎅 💛
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$PINS Nine out of 10 people use
@Pinterest
to get inspired about things to buy, 8 of whom end up doing so.Since users are future-thinkers who use the platform to plan and look forward, $PINS gets an earlier indication of what’s to come which can help brands make better decisions.
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$TDOC will release Q1 2021 results on April 28th (AH). The company will host a conference call at 4:30 p.m. E.T.
@TheMarkCooke
and I will host
@TwitterSpaces
at 7pm ET.
@richard_chu97
@cperruna
@plantmath1
will join us to give their take on the report, call and guidance.
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To my family; my brothers and sisters in Ukraine. Stay strong 🙏
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$SE Q2 2021 earnings 👇
“We are raising the guidance for both digital entertainment and e-commerce for the FY of 2021. We expect bookings for digital entertainment to be between US$4.5 b and US$4.7 b, representing 44.4% growth from 2020 at the midpoint of the revised guidance.”
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1. I see a lot of posts and comments on Twitter with people being very cautious and skeptical when it comes to investing in Russian companies. I totally understand where you guys are coming from and I would like to tell you why I am bullish on $OZON as a long-term investment.
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$QNT The community’s support has been overwhelming so we decided to keep the show going! Detailed overview of Quant Network Part 2 is coming to you live on Twitter Spaces on 1/17 at 3p ET! Speakers were on 🔥 last time! Did you miss it? Check this! 👇
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Today marks the 8Y anniversary that I decided to take a leap of faith and move from 🇺🇦 to 🇺🇸 It’s been quite a journey full of ups and downs, wins and losses, failures and successes. I’m fortunate to have met a lot of awesome people and FinTwit community is a big part of my life.
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$QNT “An old Chinese proverb: «Great companies make great products. Amazing companies create standards». That’s what we are doing, creating the definition of what blockchain should be globally”
@gverdian
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$QNT You guys asked and we delivered! The recording from the first Twitter Spaces event dedicated to Quant Network is available 👇 2.5 hours of speakers spitting pure 🔥 and delivering quant… sorry, quality! 👊
@Threetoesloth1
@OfMiklos
@BornQuamfy
@iutnL
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$ROKU at my local Costco store. Spoke to the salesman about how popular these Roku TVs are. He said they are selling out very quickly. The most interesting part? He said “Oddly enough, people are returning a lot of Samsung and LG TVs and are getting Hisense and TLC”. 😳
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$MELI Congrats to all the patient shareholders, it’s been a nice year for Meli Army! As always, the best is yet to come 💪 🥃
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$MELI $1,025 Sep-2020
$SE $175 Nov-2020
$SHOP $1,095 Oct-2020
$ROKU $178 Sep-2020
$TTD $78 Nov-2020
All are back to fall of 2020 levels (among many others). Did 2021 even happen? I bet every company I mentioned above will report much stronger earnings for Q4 2021 comp to Q4 2020.
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$QNT Quick update regarding last night’s Spaces. The amount of positive feedback we received was truly overwhelming. We appreciate your support 🙏 A lot of you missed the event and are asking about the recording. I will upload it tomorrow and will share the link asap. Stay Quamfy
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$SE reached a 52 week low this morning. If this is not a gift for anyone who considers themselves a long term investor, I don’t know what is. I still remember several months ago people were wishing they bought below $300. Opportunities like this one don’t come around too often.
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After going over the most recent earnings call for $MELI yesterday, I couldn’t resist the temptation to jump in the most recent quarter for $SE I know it’s been almost a week since they released the ER but it’s been a crazy busy week at work so I’m just now getting to it.👇👇👇
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$MELI About time for this beast to get the recognition it deserves. Just when retail thinks the results could not get any better, Marcos and the team keeps delivering Q after Q. Back to 4 digits, LFG!
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$SE Q1 2022 ER 👇 “We recorded solid results across our business in Q1 of 2022. We are well on track to achieve our previously shared projections of profitability in our Asia markets, while continuing to scale our businesses and capture market share globally” Forrest Li.
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Mark your calendars guys! On 2/12 at 3p ET my co-hosts
@Threetoesloth1
@iutnL
and I will have a conversation around all things blockchain and interoperability with the one and only
@Santiag78758327
🔥 Set your reminders, you don’t want to miss this event👇
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The Fed decided to leave interest rates unchanged. Ok, cool. Can I have my 2 months of straight losses back? Please.
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$MELI “Mercado Pago now processes 300 transactions per second. No fintech has the reach and overall region-wide presence of Pago, which currently operates in 8 LatAm countries. The number of average payment transactions handled by the company has grown by more than 5x since 2020”
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$ROKU is one of the names I’ve been studying deeply over the last several months. I have read numerous articles, reports, deep dives and threads and I have to admit that this particular analysis by
@blindsquirreel
is one of the most comprehensive ones🔥👇
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I am very excited to share this news with you guys.
@SeifelCapital
and I will be hosting an event named "Financial Fitness" on
@TwitterSpaces
starting at 3pm EST on April 11th.
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$MELI is
#2
holding for a newly created ETF from GS called Goldman Sachs Future Tech Leaders Equity ETF (GTEK). “We believe the dominant tech franchises in 10 years will be very different from the platforms we all know today”.
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$PINS partnership with IKEA
IKEA is leveraging
@Pinterest
to reach consumers who search for home renovations via a new chat and quiz tool. The quiz experience includes three questions from an AI character that ultimately helps a Pinterest user dream up a home renovation project.
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$SE Garena Free Fire is the highest grossing paid app in the world for 2 consecutive years. 90% players on Free Fire are from India.
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$COIN Just a casual purchase of 385,260 shares by Coinbase Director. Insiders keep loading.
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$QNT And we are back! My co-host
@Threetoesloth1
and I are bringing our fantastic speakers
@iutnL
@OfMiklos
@BornQuamfy
for Part 2! Tokenomics, QRC-20, CBDCs, risks, competition and much more 🔥 Set a reminder👇
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$SE In the first 2 hours of Shopee’s 12.12 Birthday Sale, the company saw 13 times more items sold compared to an average day 🔥 Definitely perfect time to short the company 🤷♂️
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$PINS will release earnings for Q1 2021 on April 27th.
I though it might be a good idea to revisit $PINS prior to their report and to remind ourselves how far it has gone and what’s ahead.
“Our mission is to bring everyone the inspiration to create a life they love”.
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$SNOW $CRWD $PANW $DDOG among others. Top 10 “Rule of 40” companies by William Blair Equity Research. All of them got hit hard and some close or at 52w lows. Personally own $SNOW and $DDOG looking closely at $CRWD Any buyers in this market? Thanks
@nuancerocket
for the chart.
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$MELI Mercado Play will be an integrator of the different streaming platforms (Disney+, Star+, HBO Max). No need to pay for a subscription, only have Meli account. Already available in 🇦🇷 🇨🇱 🇲🇽 Biz model will be based on advertising from the beginning, ads managed by Mercado Ads.
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$PINS is such a terrible platform where users are going to with an intent to purchase, where it takes half as many impressions to convert someone, where brands see 2x higher return on ad spend, where users are 2x as likely to shop compared to any other platform. Why use it? 🤷♂️
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🟣"The Investors Corner"🟣
As many of you guys know,
@PelotonHolder
and I have hosted multiple
@TwitterSpaces
events (Financial Fitness, Earnings Digest, Q&A sessions) and we created a place where you can listen to the recordings 👇
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$ROKU $TTD “Digital ad spending blows away our pre-pandemic outlook. US digital ad spend will grow by nearly 50% in the next 4 years. By 2025, the digital ad market will top $300B. Digital eclipsed all other forms of advertising”.
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$CRWD is currently the most “expensive” based on EV / NTM rev multiple (credit to
@jaminball
for creating this chart). Crazy multiple compression across the board, however, earnings are very resilient and in some instances are even stronger $DDOG 👀 Best of breed $SNOW $MDB $NET
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$QNT “Interoperability is key to survivability and is core to the entire value-proposition of blockchain technology. Interoperability across blockchain systems must be a requirement if blockchain systems are to become the fundamental infrastructure of the future global commerce”.
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$SE While the stock is going to $0 (based on current sentiment), the management has made all 3 of the company’s segments (gaming, e-commerce, fin services) profitable in the matter of 12 months. Still very bullish on SEA region, let the management find the balance (growth/profit)
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$SNAP commentary from ArkInvest 👇 So the stock was down 26% after revenue miss… but wait a minute… Active users were actually up by 23%. I’ve been told for the past 3 months that user growth is the most important metric for companies like $SNAP and $PINS 🤷♂️
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$MELI Q4 ER 👇 Pedro Arnt “The final outcome was a year with record results across the board, sustained strong growth in key business metrics and topline, and improving margins and operating income for a second consecutive year.”
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$SE Q3 ER “Given the significant uncertainties in the macro environment, we have entirely shifted our mindset and focus from growth to achieving self-sufficiency and profitability asap, without relying on any external funding,” Forrest Li, CEO.
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$MELI $SE Per JP Morgan report “Brazil’s e-commerce market offers huge potential, but ongoing cash payments and tough import rules can present a challenge to international merchants”. More 👇
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$QNT “Autonomous vehicles are being connected to the blockchain. Porsche,Mercedes,BMW are all exploring this bc of the benefits to having telematics on the chain. W/ the current proprietary method they can’t talk. We solve car communication across diff tech and chains”
@gverdian
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$PINS appointed Melinda Petrunoff as its new country manager for Australia and New Zealand. She will be joining
@Pinterest
from $FB where she has worked to grow Facebook’s APAC business over the past 8 years holding a variety of leadership roles. More executives from large corps.
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$SE plans to announce its Q2 2021 results before the market opens on August 17. The company’s management will host a conference call at 7:30 ET.
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$MELI $SHOP $ASML $NVDA $TSLA $SNOW Some of Baillie Gifford’s fav companies. A snapshot of Scottish Mortgage Investment Trust PLC UK portfolio 👇
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$MELI Historically, one of the most popular and frequently discussed tickers on Twitter (among many others). Meli army, are you still around? Roll call 👇
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$SE Q4 ER “Our decisive pivot to focus on efficiency and profitability since late last year is already driving meaningful bottom line improvements. We delivered positive total net income in Q4, demonstrating the strength and resilience of our underlying business model” CEO.
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$FVRR Nice recovery from last week’s overreaction to Q2 numbers. Who bought the dip?
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$QNT “Overledger Network is the network of networks that connects ecosystems. The purpose is to unite industries, enterprises, businesses and blockchain communities working in silos and create a secure interconnected multi-ledger hyper decentralized network”
@gverdian
1/06 6pET👀
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Came across this interesting article reading Charles Schwab “OnInvesting” magazine.
“When the market is in free fall, it’s tempting to flee to the safety of cash. However, pulling out of the market for even a month during a downturn could seriously stunt your returns”. 👇
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$TTD reported stellar Q3 2021 earnings earlier this week. I am just now getting to the management’s call and wanted to share some of the highlights that particularly stood out to me 👇
Jeff Green is a true visionary and is one of the most forward looking leaders of our time.
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@ZelenskyyUa
Translation “Europe needs to wake up right now! The largest atomic station in Europe is under fire now. Russian tanks are shooting atomic blocks, tanks that have thermal weapons , they know what they are doing. Not a single country in world has done this before. 6 energy blocks.”
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$SHOP $COIN
@tobi
will join Coinbase’s Board of Directors to help Coinbase with its expansion plans as the crypto exchange targets newer products that appeal to crypto traders and investors internationally (subject to formal board approval this week).
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“ $MELI marketplace sales volume is roughly 4% of $AMZN and Mercado Pago's payment volume is about 6% of $PYPL . This isn't just investing in the "Amazon of Latin America". It's like investing in the $AMZN $PYPL $EBAY of LatAM at earlier stages of their respective growth stories”
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$MELI remains one of my highest conviction companies due to fantastic execution, strong fundamentals, future growth opportunities and so on. Came across this comprehensive overview and potential risks to consider for Mercado Libre by William Lewis (tag 👇 if you find the author).
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$SHOP Q1 2022 revenue of $1.2 billion represented a 22% increase compared to $989 million in Q1 2021. So 22% increase on top of 110% growth last year given supply chain issues, high inflation, macro headwinds. Is that what they call “The slowest revenue growth in 7 years”???
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$SHOP If you took advantage of the recent pullback in May, you are up close to 50%. What a company! 🔥
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$TTD announced a first-of-its-kind global partnership with Xiaomi, the world’s second-largest smartphone maker, that allows advertisers to access Xiaomi’s global audience through its mobile ad offerings directly via The Trade Desk platform.
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$OZON announced its financial results for the fourth quarter and the full-year ended December 31, 2020.
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$SE “Shopee reports huge success for its Shopee-Plus subscription service in Taiwan (similar to $AMZN Prime). This is Shopee's 1st attempt at a subscription-style model. For NT$39, subscribers can enjoy free delivery to Shopee stores. Subscribers grew 600% between June and July”.
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$PINS Institutional investors increased their shares by 177% in Q3.
Must be a typo, right? No way they would be buying shares of a company which is on the verge of bankruptcy.
h/t
@iumerraja
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The number of institutions invested in $BFT is constantly increasing. Paysafe has so much potential for growth in US iGaming (already dominates iGaming in Canada). Their leading digital wallet platform Skrill is one of the fastest growing eCash businesses. Long $BFT
@grassosteve
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$AMD closed at $66.30, down 54% YTD. Looks oversold to me, not sure what kind of apocalypse is being priced in but judging by the company’s performance, guidance and recent investor presentation, it should do well LT. Keep accumulating slowly.
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$CRWD $SNOW Is anyone buying at this level? Both are right at 52 week lows, technically means nothing as both could be heading much lower, just know that both are clear leaders in their respective sectors, fundamentally strong and well positioned for continued growth.
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$ENPH FCF positive, healthy growth rate (50%), solid balance sheet with cash exceeding long-term debt, has a good track record of beating street’s estimates. Made a lot of $ for investors in the past 5 years, but down over 50% in the last year. Any buyers at this level?
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$RDFN CEO
@glennkelman
was interviewed by
@BackpackerFI
and
@BahamaBen9
on
@TwitterSpaces
🔥
Danny and Ben did such a fantastic job moderating the event. Big thanks to both of you for making it all possible.
The recording from yesterday’s event 👇 🔥
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$SNOW back to the level when Buffet and Benioff purchased during IPO sale (before it became available to retail investors). The company looks more attractive now than it was in September of 2020 from a fundamental standpoint, although investors say it’s still richly valued today.
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5
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$SQ Omnichannel Commerce Report “Consumers are increasingly turning to social media to shop. In order, $FB , Instagram, and $GOOG were the top three sites consumers used by shopping through
@Square
Online Checkout.More than 75% of SQ Online Checkout links are accessed through FB”
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$SE Shopee is now taking the lead as the number one e-commerce platform in Vietnam. The platform has ranked first regarding average website traffic, reaching 73 million visits in Q2/2021.
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$MELI “Mercado Livre Black Friday reports record sales, growing between 70% and 90% vs last year. 🇧🇷 The company further accelerated the market share gain due to investments in technology, logistics, assortment and communication and strengthening work with sellers”.
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$DDOG High quality business with optionality, operating leverage, constantly increasing TAM & moat, founder led, organic & high growth, strong FCF… ok ok, I’ll stop and let
@BrianFeroldi
&
@Brian_Stoffel_
explain why this company is worth looking into👇
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$PINS According to a survey by Nielsen, the platform has 14.5 million unique visitors per month in 🇩🇪 and they come with one intention - to shop. 82% of monthly active users say that they are actively searching for products to buy on
@pinterestbiz
3
11
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$SE Shopee's 11.11 Big Sale results 🔥
Over 2 billion items bought (groceries, mobile phones, furniture, etc) breaking past-year records. E-commerce 👉 5-time increase in the number of shoppers from rural and smaller towns. More stats 👇 Simply unstoppable!
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$SQ announces its arrival in Spain following a successful Early Access Programme. Starting today, Spanish entrepreneurs, freelancers and business owners will be able to use Square's ecosystem of tools; the only end-to-end solution of its kind in the country.
2
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$MELI “The most valuable brands in Argentina 👇 Mercado Libre is the reigning champion, with a brand value of USD3.7 billion. Its value is higher than the sum of the other 9 brands in the ranking. Mercado Libre is the strongest brand with a score of 89.4/100 and an AAA rating” 🇦🇷
9
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$CRWD hit a new 52 week low this morning. One of the very few names that consistently deliver Q after Q. Cybersecurity is as crucial as its ever been and prob the last bucket to be cut when it comes to budget allocation. You guys staying on the sidelines or keep nibbling?
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$QNT The recording from our second Twitter Spaces event is available 👇 Tokenomics, QRC-20, CBDCs, risks, competition and much more! 3.5 hours of pure 🔥 from
@Threetoesloth1
@OfMiklos
@BornQuamfy
@iutnL
We are just getting started! Stay Quamfy 👊
7
27
113
$SE A survey conducted by BofA Merrill Lynch placed Shopee as the favorite of Brazilian consumers (NPS). Shopee became the segment leader in this metric in four of the five regions of the country, tying with $MELI only in the Southeast region.
7
9
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$MELI “2023 will close with transactions above USD$385bn, with 🇧🇷 being the largest country with >50% of this, followed by 🇲🇽 and 🇨🇴 . For the next few years, CAGR of e-commerce in LatAm will be ~22%, with Peru (+35%), Mexico (+33%) and Colombia (+27%) having the highest growth”
2
7
112
$SHOP Merchandise volume on Shopify’s platform was over $50B (according to the most recent numbers available). The stock price is back to April 2020 level where merchandise volume was below $20B. Were there any discussions about Shopify being overvalue in April of 2020? Curious.
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$MELI Based on the most recent survey conducted by Morgan Stanley, Mercado Livre has a 45% share of the sales volume of e-commerce in Brazil. 🇧🇷 🔥
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$MELI If Mercado Libre's users were a country, they would be the 3rd largest in LatAm. Mercado Pago represents 45% of total rev, the volume it transacts is more than its E-comm platform. It is essentially a bank,more than 38M use Mercado Pago on a regular basis. So impressive.
2
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$QNT is the key enabler of blockchain adoption and has built the world’s first blockchain OS (Overledger). My co-host
@Threetoesloth1
and I will be joined by a great panel of speakers to discuss all things Quant.
@BornQuamfy
@OfMiklos
@iutnL
1/06 at 6pET👇
5
27
108
$QNT The 1st Spaces event on Twitter dedicated to Quant Network is in the books! Wow.. the amount of knowledge, valuable insights and information shared in the last 2.5 hours was just fantastic! All credit goes to my speakers 🔥👏
@Threetoesloth1
@OfMiklos
@iutnL
@BornQuamfy
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11
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$SE plans to announce its first quarter 2021 results before the U.S. market opens on May 18th.
Join
@PelotonHolder
and I on
@TwitterSpaces
at 6pm EST to discuss the numbers! We have a great lineup of speakers! 🔥
@FromValue
@ParrotStock
@Marlin_Capital
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