I am not seeing any exodus from X. Bluesky, Threads and Substack Notes are still pretty much dead on my feed.

What is the best finance or investing book you've read in 2024?

I have some long-distance travel coming up and am looking for recommendations.

Market Movers - 7 December 2024 Stocks covered: NU, NIO, ADYEN, SE, INPST, APR.WA

Market Movers - 7 Dec 2024

1 .NU Partnership with Puntored in Colombia
2. NIO November 2024 Delivery Update
3. Adyen 3 New Partnerships
4. SE Vietnam Bans Temu and Shein
5. InPost Extends Partnership With Newcastle Utd
6. Auto Partner November Sales
www.thewolfofharcourtstreet.com/p/market-mov...

Portfolio Review - November 2024 Don't Be Afraid to Average Up

Portfolio Review - November 2024

Full review, including details about three positions I added to and current buy list.
www.thewolfofharcourtstreet.com/p/portfolio-...

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Some anecdotal evidence regarding Crowdstrike suggests that the financial impact of the July outage has not yet materialized.

I’m aware of a multi-million-dollar renewal coming up within the next 12 months, and Crowdstrike is offering a 30% discount on the current contract price.

Nubank Colombia has received formal approval to consolidate its account and credit operations under a single company.

The merger will not alter existing customer conditions but aims to optimize the business model for an improved customer experience.

Mercado Libre Supermarket Division Grows 46% in 2024

This segment operates in Chile, Argentina, Mexico, and Brazil, offering a wide range of essential products like hygiene items, personal care, and food.

74% of products are shipped from $MELI warehouses, ensuring optimised logistics.

The newsletter is nearing 50,000 views per month—something I could never have imagined when I started writing four years ago with zero social media following.

Thank you to everyone who reads, engages with, and supports the publication!

ADYEN partners with Thomson Medical, one of the largest private providers of healthcare services in Singapore.

Thomson will leverage ADYEN's integrated payments platform, aiming to enhance patient experiences and streamline operations across its hospital and 37 clinics.

Amazon Doubles Down on AI with $8 Billion Investment in Anthropic

Amazon has upped its bet on Anthropic, an AI company, by pumping in another $4 billion, bringing the total amount invested to $8 billion.

AWS will continue as Anthropic's primary training ally.

META Raymond James Maintains $675 PT

The Meta AI Assistant, with over 500 million monthly active users, is expected to drive the search and assistant market above $10 billion by 2026, particularly in travel and entertainment.

It’s official

Mercado Libre has recovered and surpassed the pre earnings high

Can’t keep a good stock down

Market Movers - 23 November 2024 Stocks covered: NU, EVO, NIO, INPST, ADYEN

Short trading week but quite a lot to recap from last week:

1. Nubank Becomes Brazils Top Bank
2. Evolution October U.S. iGaming Growth
3. NIO Q3 2024 Earnings
4. InPost Launches Locker Shops in UK
5. Adyen Launches Tap to Pay in NZ

www.thewolfofharcourtstreet.com/p/market-mov...