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MercadoLibre ($MELI) – Market overreaction to the results? 📉

Yesterday $MELI released quarterly results, after which the stock initially dropped.

Personally, I view this reaction as short-term and significantly exaggerated. I used the dip to increase my position at a price of 1,636 USD. My total exposure to $MELI now represents approximately 2.2% of my portfolio, with an average...
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MELI is a great stock, but I’ve never bought it simply because, as they say, it’s the “Amazon of South America” and I already have Amazon in my portfolio. Besides, Amazon does a lot more than MELI, which is really mainly a marketplace and fintech. The reaction is overblown — the growth chart MELI has is rare to see, but so far I’ve tended to prefer something else. I still have it on my watchlist, and if it falls to an “irresistible” price I’ll consider entering.

One more downside: the price of a single share is just quite high; a stock split would do them a lot of good — I don’t know why they haven’t done one yet.
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SanDisk separated from Western Digital in February 2025 and once again became an independently traded company. They couldn't have picked a better time for this spin-off, because demand for their products shot up sharply and the stock has already risen by more than 450% this year. I don't own any shares, but I enjoy watching it.

What do you think about this story? Is anyone here...
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I have other stocks and I'm not at all upset that I didn't buy $SNDK. Right now, stocks in this sector are probably the fastest-growing, and I think that will remain the case through 2030.
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$BRK-B 📊 Berkshire Hathaway: how much could it realistically be worth?

When people look at Berkshire, many focus on just a couple of things: Buffett, Apple, and the equity portfolio.

But in my view, Berkshire is much more than just “a holding with Apple shares.”

If we look at the company through a simple sum-of-the-parts lens, the numbers look very interesting.

The current market...
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This year $BRK-B is lagging the S&P 500, but that can still change. Even if it doesn't, one down year doesn't hurt anything.
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$CELH revenue growth of 138%📈

•Celsius Holding exceeds expectations for both revenue and profits (EPS growth of 120%)

•The only downside is the weak growth of the core Celsius brand, which grew year-on-year by only 6%; the rest of the growth is driven by the Alani Nu brand

Does anyone hold this stock?
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I held Celsius. I sold it at a 150% gain and I don’t plan to add it back to my portfolio.
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Shares of $INTC have risen by more than 180% just this year and are up over 450% since last year, which is crazy. I don't think any of us expected such a turnaround in $INTC stock. Personally, that rise seems exaggerated to me and I don't know what the company's valuation is based on to be so high. Such growth would make much more sense to me for $AMD or $NVDA, but not for $INT...
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So it probably jumped because Apple might want processors from them, right?
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