$MELI “The best is yet to come”. 🇦🇷 🇧🇷 🇲🇽

@TSOH_Investing @red_dog_capital @ImayriF 👀 @jablamsky

$MELI During one of the largest annual sales in Mexico, HotSale 2023 saw a 47% increase in sales comp to 2022. This was achieved due to their offering of shipments in 24-48 hours made possible by their constant investments in logistics network (the fastest in all of Mexico) 🇲🇽🔥

$MELI “LatAm will remain one of the world’s fastest-growing digital ad markets with double-digit gains through 2027 / 5 countries in LatAm will make the top 10 list for fastest digital ad spending growth worldwide / RetailMedia growth in LatAm far exceeded the global average”.

$DLO What’s up with DLocal? Thought earnings were not that bad, keeps growing at a healthy rate and not at the expense of profitability, keeps expending in Africa and Asia.

$NVDA Up 14% after the print which means it TRIPLED in value from Oct-2022 lows of $108/share. Don’t own it but congrats to all longs!

$SNOW Q1 FY 2024 ER “Product rev of $590.1 million, up 50% YoY / 373 customers with trailing 12m product rev > $1 million / NRRR of 151% / 590 Forbes Global 2000 customers / RPO of $3.4 billion, up 31% YoY / Non-GAAP adj FCF $287 mill , up 58% YoY / Guide - Q2 rev 33-34% growth”

$MELI Mercado Livre remains at the top of the ranking of the most searched platforms in Brazil 🔥 The company consistently had > 300 million hits in the last 6 months, almost 2x of $AMZN 💪

@Matt_Cochrane7 No CEO problems with this one? Lol

@Matt_Cochrane7 Have a position? Starting to look attractive.

$SNOW $MA 🤝 “The Snowflake Data Cloud brings both a best in breed data platform and direct access to content from a network of 1000’s of leading organizations. Similar to how Apple did this with the iPhone and the App Store, Snowflake is paving the way for the Data Economy”.

$MELI “Five countries in LatAm will make the top 10 list for fastest digital ad spending growth worldwide” 👇Mercado Ads is just getting started!

$SE Shopee 🇧🇷 “1 in 5 Brazilians access the app monthly (~20% of the population) / More than 20 products per sec from local sellers are sold (responsible for 85% of the sales volume on the platform) / Users used the app for games and live broadcasts that had >12 million views”.

$SE Q1 ER “In April 2023, we observed positive user trends with Free Fire achieving a new peak in active monthly users in the last 8 month period”.

$SE Q1 23 ER “In Brazil, unit economics improved with contribution margin loss per order improving 77.4% YoY to reach $0.34”.

$SE Q1 23 ER “Total GAAP revenue was US$3.0 billion, up 4.9% YoY / Total gross profit was US$1.4 billion, up 21.1% YoY / Total net income was US$87.3 million, compared to net loss of US$(580.1) million for Q1 22 / Cash of $7.2 billion”.

@JonahLupton LFG!!! ☘️

@JonahLupton @BenRabizadeh @DGretta_Author Unless Harden pulls Tatum from Game 6

@JonahLupton @BenRabizadeh Celtics barely take any 3 pointers bc they are being deeply covered, 76ers defense on point.

@JonahLupton @BenRabizadeh Celtics have to stop leaving him wide open, 3 point shot every time!