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Patient Investor @patientinvestor · May 16

Quality stocks trading near their 52-week lows:

Berkshire $BRK: -10%

Mastercard $MA: -17%

McDonald's $MCD: -19%

Moody's $MCO: -20%

AutoZone $AZO: -24%

S&P Global $SPGI: -27%

Home Depot $HD: -29%

Ferrari $RACE: -37%

Mercado Libre $MELI: -40%

$AZO $BRK $HD $MA $MCD $MCO $MELI $RACE $SPGI

Patient Investor @patientinvestor · May 16

RT Patient Investor
Quality stocks trading near their 52-week lows:

Berkshire $BRK: -10%

Mastercard $MA: -17%

McDonald's $MCD: -19%

Moody's $MCO: -20%

AutoZone $AZO: -24%

S&P Global $SPGI: -27%

Home Depot $HD: -29%

Ferrari $RACE: -37%

Mercado Libre $MELI: -40%

$AZO $BRK $HD $MA $MCD $MCO $MELI $RACE $SPGI

Unclestocknotes @Unclestocknotes · May 16

Whale Rock 2026 Q1 13F報告顯示，
新增持股包括：
$AMD
$MSFT
$WDC
同時減持了：
$MELI
$NU

前五名持倉：
1. $GOOGL，9.92%
2. $SNDK，6.56%
3. $CLS，5.52%
4. $AMZN，4.89%
5. $TTMI，4.42%

$AMD $AMZN $CLS $GOOGL $MELI $MSFT $NU $SNDK $TTMI $WDC

Unclestocknotes @Unclestocknotes · May 16

Brad Gerstner 的 Altimeter 提交 2026 Q1 13F 報告

大幅買進了以下股票：
$NVDA
$CRWV
$UBER

賣出了以下股票：
$MELI
$GOOGL
$CPNG

前五大持股（共 13 股）：
1. $NVDA 28.57%
2. $META 19.61%
3. $UBER 10.06%
4. $TSM 8.10%
5. $MSFT 7.69%

- 買入最多的股票：
$ARM
$NVDA
$UBER
$CRWV
$AXON

- 賣出最多的股票：
$CPNG
$CFLT
$GOOGL
$Z
$MELI

- 新增最多的持股：
$ARM
$AXON

$ARM $AXON $CFLT $CPNG $CRWV $GOOGL $MELI $META $MSFT $NVDA $TSM $UBER $Z

TacticzHazel @TacticzH · May 7

RT Mindset for Money
$MELI has now grown revenue by +30% for 29 quarters in a row.

No company has ever done this.

$MELI

TacticzHazel @TacticzH · Apr 28

$ALSTI $ASML $CSU $DLO $GRAB $HXSCL $KRKNF $MELI $NBIS $NVO $PME $SE $TOI $TSM

TacticzHazel @TacticzH · Apr 28

$ALSTI $ASML $CSU $DLO $GRAB $HXSCL $KRKNF $MELI $NBIS $NVO $PME $SE $TOI $TSM

Patient Investor @patientinvestor · Apr 18

Quality stocks trading near their 52-week lows:

Berkshire $BRK (-13%)

Visa $V (-14%)

Waste Connections $WCN (-19%)

Republic Services $RSG (-19%)

MercadoLibre $MELI (-26%)

Tractor Supply $TSCO (-28%)

Abbott Laboratories $ABT (-29%)

Copart $CPRT (-47%)

$ABT $BRK $CPRT $MELI $RSG $TSCO $V $WCN

Patient Investor @patientinvestor · Apr 18

RT Patient Investor
Quality stocks trading near their 52-week lows:

Berkshire $BRK (-13%)

Visa $V (-14%)

Waste Connections $WCN (-19%)

Republic Services $RSG (-19%)

MercadoLibre $MELI (-26%)

Tractor Supply $TSCO (-28%)

Abbott Laboratories $ABT (-29%)

Copart $CPRT (-47%)

$ABT $BRK $CPRT $MELI $RSG $TSCO $V $WCN

RonnieV @TheRonnieVShow · Apr 12

$MELI

Clear break of uptrend and start of downtrend.

Wait for new "Bull Trigger".

Until then do nothing, unless DCAing for investing.

🦁: @TheRonnieVShow $GRAB
$MELI

$GRAB $MELI

Patient Investor @patientinvestor · Apr 9

The best risk/reward setups in this market today:

Amazon $AMZN @ $221

Microsoft $MSFT @ $375

MercadoLibre $MELI @ $1775

Adobe $ADBE @ $240

SOFI $SOFI @ $16.50

NovoNordisk $NVO @ $37

Grab $GRAB @ $3.63

Constellation Software $CSU.TO @ $2400

$ADBE $AMZN $CSU $GRAB $MELI $MSFT $NVO $SOFI

Patient Investor @patientinvestor · Apr 9

RT Patient Investor
The best risk/reward setups in this market today:

Amazon $AMZN @ $221

Microsoft $MSFT @ $375

MercadoLibre $MELI @ $1775

Adobe $ADBE @ $240

SOFI $SOFI @ $16.50

NovoNordisk $NVO @ $37

Grab $GRAB @ $3.63

Constellation Software $CSU.TO @ $2400

$ADBE $AMZN $CSU $GRAB $MELI $MSFT $NVO $SOFI

Patient Investor @patientinvestor · Apr 4

Quality stocks trading near their 52-week lows:

Berkshire $BRK (-12%)

Brookfield $BN (-16%)

Home Depot $HD (-23%)

Visa $V (-29%)

Microsoft $MSFT (-31%)

Ferrari $RACE (-34%)

MercadoLibre $MELI (-37%)

Fair Isaac $FICO (-54%)

Axon $AXON (-55%)

Adobe $ADBE (-64%)

$ADBE $AXON $BN $BRK $FICO $HD $MELI $MSFT $RACE $V

Patient Investor @patientinvestor · Mar 28

Quality stocks trading near their 52-week lows:

Berkshire $BRK (-7%)

Visa $V (-20%)

BlackRock $BLK (-22%)

AutoZone $AZO (-23%)

Meta $META (-33%)

Microsoft $MSFT (-34%)

Ferrari $RACE (-38%)

MercadoLibre $MELI (-38%)

Fair Isaac $FICO (-57%)

Adobe $ADBE (-65%)

$ADBE $AZO $BLK $BRK $FICO $MELI $META $MSFT $RACE $V

TacticzHazel @TacticzH · Mar 13

No other company has ever had 28 straight quarters of 30%+ revenue growth.

Stock price almost flat over the past 5 years.

You can now buy this shitty slow-growing trash at:
- Forward PE of 29
- EV/Sales of 2.4

What's holding you back?

$MELI

$MELI

TacticzHazel @TacticzH · Mar 13

RT TacticzHazel
No other company has ever had 28 straight quarters of 30%+ revenue growth.

Stock price almost flat over the past 5 years.

You can now buy this shitty slow-growing trash at:
- Forward PE of 29
- EV/Sales of 2.4

What's holding you back?

$MELI

$MELI

Patient Investor @patientinvestor · Mar 12

Revenues: +629%
EPS: +3900%
Stock price: -15%

MercadoLibre $MELI

$MELI

Patient Investor @patientinvestor · Mar 7

RT Patient Investor
Quality stocks trading near their 52-week lows:

Sherwin-Williams $SHW (-12%)

Visa $V (-15%)

Home Depot $HD (-15%)

BlackRock $BLK (-20%)

Microsoft $MSFT (-24%)

MercadoLibre $MELI (-31%)

Ferrari $RACE (-32%)

Blackstone $BX (-41%)

Novo Nordisk $NVO (-72%)

$BLK $BX $HD $MELI $MSFT $NVO $RACE $SHW $V

Patient Investor @patientinvestor · Mar 7

Quality stocks trading near their 52-week lows:

Sherwin-Williams $SHW (-12%)

Visa $V (-15%)

Home Depot $HD (-15%)

BlackRock $BLK (-20%)

Microsoft $MSFT (-24%)

MercadoLibre $MELI (-31%)

Ferrari $RACE (-32%)

Blackstone $BX (-41%)

Novo Nordisk $NVO (-72%)

$BLK $BX $HD $MELI $MSFT $NVO $RACE $SHW $V

TacticzHazel @TacticzH · Mar 5

Picking high-quality companies is not a guarantee for short-term succes.

My top 10 picks for 2026 are down almost 10% compared to -0.4% for the S&P 500.

A lot of the picks have not been performing well this year. Only Kraken Robotics and Nebius have been doing well.

$NVO - Novo Nordisk
$DLO - dLocal
$NBIS - Nebius
$KRKNF - Kraken Robotics
$AMZN - Amazon
$SE - Sea Ltd
$MELI - MercadoLibre
$MSFT - Microsoft
$BABA - Alibaba
$V - Visa

These are not bad companies, and I believe holding these WILL outperform in the market in the long run.

What do you think?

Sidenote: my actual portfolio is doing a lot better, only down about 1% this year. I have some other picks that are actually doing very well this year.

Do you want to keep track of how my top 10 picks do for this year? You can follow and track the portfolio on Blossom via this link: https://getblossom.onelink.me/SOfu/TacticzHazel

Disclaimer: this is an affiliate link so I do get a small fee for everyone that downloads the app!

$AMZN $BABA $DLO $KRKNF $MELI $MSFT $NBIS $NVO $SE $V