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Comparing payment space: $DLO, $FOUR, $FISV, and $GPN
The payments space has lost a lot of value and generated a lot of noise, which makes it a good moment to slow down and actually compare the businesses.
Dec 16, 2025
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Rose Celine Investments
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Thoughts on $PYPL
When you study businesses for long enough you begin to recognize a pattern that repeats itself.
Dec 4, 2025
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Rose Celine Investments
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Why stock options trading is brain dead
Options trading is brain dead because it pulls you away from the only thing that actually creates real wealth which is owning great businesses and…
Nov 26, 2025
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Rose Celine Investments
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$DLO vs $FOUR - WHICH BUSINESS IS BETTER?
The debate between $DLO and $FOUR disappears the moment you stop looking at surface and start looking at the economics beneath each company, because two…
Nov 18, 2025
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Rose Celine Investments
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The Arbitrage Gap: Why Every Edge Eventually Fades
In the book The Dhandho Investor, Mohnish Pabrai introduces the idea of the “arbitrage gap.”
Oct 28, 2025
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Rose Celine Investments
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Thoughts on $TSLA earnings
$TSLA reported revenues up 12%, slightly above expectations, while earnings came in just below.
Oct 25, 2025
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Rose Celine Investments
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Thoughts on $NFLX earnings
$NFLX reported another steady quarter with revenue up 17%, meeting expectations.
Oct 25, 2025
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Rose Celine Investments
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A bet on time $MELI
People keep asking if they should buy $MELI because it’s “cheaper” now at around a $100B valuation after a 20% decline or a so called “correction”.
Oct 24, 2025
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Rose Celine Investments
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