$1,000 follows their calls into $1,045
CapexAndChill@CapexAndChillSea Limited was already starting to look attractive yesterday below $90. After today’s drop, it is even more attractive. Adding $SE
CapexAndChill@CapexAndChillI intend to add some more $SE below $90.
CapexAndChill@CapexAndChillIts true. I find Nu and MELI to be very strong businesses. I think Brazil and Mexico are big enough for both of them to grow. But MELI will always have the edge in head-to-head competition. Nu is a global business that will scale beyond LatAm over the next decade. Great hearing
0:38CapexAndChill@CapexAndChillWalmart is a special business. There are not many other businesses that can make the same case: "And the most important thing is not to sell those companies. No matter what happens, not to sell them. Until a business like Walmart goes into decline, permanent decline, don't worry
1:16CapexAndChill@CapexAndChill"That's something else that just blows my mind about the U.S. How so many financial institutions just rely on FICO scores. That's all they do. They're like, oh, if you have a FICO score above like X, here you go. There's a lot of data and there's a lot of just very simplistic
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