Overview Of The Week 19: Chicago & Omaha, Here I Come!
A belated Happy Easter!
I hope you didn't miss the Overview Of The Week too much last week. As it was Easter, there was none. But to compensate, this one is double as long, with the news of two weeks.
So, without further ado, let's dive in!
Chicago & Omaha
In the upcoming week, I will be less active. I'm leaving for Chicago on Tuesday morning. If there are any Multis wanting to meet me there, I'm in Chicago on Tuesday and Wednesday, but already leaving Wednesday evening. If you want to meet up, send me a message on Slack, chat, or in the comment section of this article (which is the least efficient way, probably, Slack's best). I'm arriving in Omaha on Wednesday evening. I already have a program there that is quite full but for Multis, I can always make time in the free moments I have there. Again, if you want to meet up, let me know!
Articles in the past weeks
Let's look at the articles from the past two weeks.
The first article was the Best Buys Now for April 2025. You can read it here.
On Friday, Citron Research released a short report on Duolingo. This is the core of his short thesis and my reaction to it.
Anyway, if you want to know if Duolingo is attractive right now, this article will be a better source than has-been Citron Research.
Sea Limited is back. It combines profitability and growth. The stock is surprisingly attractive at this point. You can read about it here.
I updated the quality and valuation scores of Datadog and Topicus in this article.
In the article I released on Friday, I released the new Potential Multibaggers pick.
Memes Of The Week
The memes about the tariffs keep coming. They are not all great but some are funny.
But last week, I was a bit surprised to get this message on the Seeking Alpha chat. Maybe you have seen it as well.
Now, I sent a direct message to the "President." We had a good chat. Of course, it's not the real D.J. Trump. But it was still funny.
Bill Ackman is not living through the best times. In the previous Overview Of The Week, we already showed the Bill Ackman reverse barometer and up to now, it seems to work again.
But last week, he also retweeted a tweet from a big meme profile, Not Jerome Powell. It's an account with 630,000 followers, so it's a big account. In the style of Walter Bloomberg, who launched a rumor two days before it became a reality and drove the markets for a day, Not Jerome Powell posted a similar message. The style is typical Walter Bloomberg: BREAKING and all caps. But Bill Ackman didn't get the joke, it seems.
Interesting Podcasts Or Books
I started listening to the Invest In Progress podcast more recently. It's a podcast from The Scottish Mortgage Investment Trust. It's a legendary fund managed by Baillie Gifford and it invests globally in high-growth public and private companies for the long term.
In the podcast, David Vélez, the founder and CEO of Nubank, was interviewed.
You can listen to the interview with David Vélez here.
Right now, there are 44 stocks in the Scottish Mortgage Investment Fund. I looked up the top 20 holdings on Finchat and 9 of the 20 are also in the Forever Portfolio, including the new Potential Multibaggers pick.
Talking about Finchat...
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The markets in the past weeks
The markets remain volatile, but in total, they jumped quite a bit in the past two weeks, driven by the gains in the last few days. The Russell 2000 was up the most, with 5.24%, the Nasdaq was up 3.94% and the S&P 3.02%.
The Greed & Fear Index climbed from Extreme Fear to Fear in the last few days.
Quick Facts
1. Marcos Galperin (MELI): Trade War Could Be Good For LatAm
This week, Mercado Libre's (MELI) founder and CEO, Marcos Galperin, had something to say about the tariffs this week and how they could benefit Latin America if it plays its cards well:
I don’t know how it’s going to end, but I think the situation where everything was manufactured in China and was consumed in the U.S., and China bought T-bills and in a way financed that, I think that dynamic is kind of over.
He pointed out that many American companies have already moved much of their manufacturing from China to Mexico. Because of the free trade agreement, some of the Mexican exports to the US are exempt from the Trump Tariffs. So, this could be a huge boost to the country.