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@tmfatticus
Jamie Louko
$1.1M follower assets
Writer @themotleyfool and partner @InternInvesting
21 following110 followers
Why I Bought Adyen (ADYEY)
Adyen $ADYEY was the most recent addition to my portfolio, and the first new position I've created in 2022. Why? In short:
  • The company is growing fast, and it has a history of taking customers from its rivals
  • Talk about cash flow! This company is insanely profitable
  • I love the unique business model, and it could be hard to replicate by rivals
  • It's fallen a lot in 2022, and while I didn't buy at the bottom, the price doesn't look egregious given its growth and profits
For a more in-depth look at my reasoning (still short, less than 10 minutes) check out the video below:
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Informative, concise video -- great job. 🙏

That FCF is stunning and with it trading around only 21x this FCF is incredibly alluring considering Adyen's revenue growth.

Need to revisit this one with some DCA'ing money soon.
+ 11 comments
My Bone to Pick With Company Venture Arms
One thing that I don't fully like with a lot of the companies I own is the fact that many of them have their own venture arm and are spending millions of dollars investing in micro-cap companies. Yes $GOOGL might have a pass on this, but mid-cap tech stocks should be investing in their own strengths and developing things in-house, rather than spending millions of dollars taking minority stakes in small, more speculative bets. Connor, Zane, and I dig more into this on a recent episode of our podcast, plus a lot more, including:

  • The importance of FCF
  • What FAANG stock has the biggest moat
  • MercadoLibre's dive into crypto
  • The obvious rise of CTV


MercadoCoin (?!)
Some interesting news out of $MELI this week...

After some other e-commerce businesses like $SE saw strong adoption in Brazil, MercadoLibre announced that it will be creating MercadoCoin "which will be implemented in Brazil as part of its loyalty program," as a sort of cashback. Importantly, MercadoCoin will ONLY be able to be traded on Pago (MELI's fintech platform). What does this mean? Not sure yet (let's hear your thoughts below), but I see this as a way to increase stickiness between Pago and MercadoLibre users. First, it's an incentive to use MELI over Shopee (SE's e-commerce service) or AliExpress, as you can get cashback. However, it can also increase the adoption of Pago, which has been fast-growing as of late. I'm not sure how this will play out, but it will surely be interesting.

MercadoCoin: Success or Flop for MercadoLibre over the next 3 years?
54%Helps w/ stickiness/adoption
45%Flop...

11 VotesPoll ended on: 8/21/2022

Does it run on a blockchain? Or is this just a crypto themed name for reward points or sky miles?
+ 7 comments
Why I Bought FIGS
This past week, I added to my position in $FIGS. Here are the main highlights:

First, I typically add to existing positions after the company proves that my thesis is playing out. In short, I believe that Figs has a brand name so strong that consumers will continue to pay higher prices for their high-quality scrubs. The current economic situation put that to the test and based on Figs' Q2 results, it succeeded. Figs saw:
  • Healthy YoY revenue growth
  • Nearly 70% gross margin
  • Positive net income
All while its consumers were being hit with high inflation and recession fears.
70% of revenue came from existing customers, showing (again) that its customers are incredibly loyal to the brand.
Additionally, Figs made strides on (what I see as) its two main expansion opportunities: International and lifestyle (non-scrubs apparel) revenue:
  • International rev. growth of 18%
  • Lifestyle rev. growth of 70%

There was a whole lot more that I liked from the quarter, showing Figs' power in the scrubs market, but these were the core pieces of my thesis. They played out. I bought more. To read the whole reason why I was so excited to buy a few more shares, you can read this short article below:
The Motley Fool
If I Could Only Buy 1 Stock Right Now, This Would Be It | The Motley Fool
Figs just proved how powerful its brand name is.

Interview w/ Linguado CEO Alex Kaplan
I really loved this interview, and it wasn't because I was an intern at the company. We talked about:
  1. Business Building
  2. Problem-Solving for Entrepreneurs
  3. How Linguado Created a Differentiated Platform to Stand Out

... and a lot more:
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Hadn't heard of Linguado— "A social version of Duolingo", enjoying this interview. Thanks for posting :)
+ 3 comments
Thoughts on Upstart's (UPST) Latest Quarter
My first post on Commonstock, and I wanted to be on a company I'm really passionate about: $UPST. The company's quarter was quite disappointing. I broke down the good, the bad, and the ugly from Upstart's Q2 recently. I hope you enjoy:
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