Daniel Mahncke ✓

@MnkeDaniel · Join over 30,000 Subscribers: · joined 12 Jan 2021

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118 919Followers

255Following

9 866Posts total

41.2KViews on collected posts

Последние посты

Daniel Mahncke ✓@MnkeDaniel9 Sep

Tier Ranking the Best Investors of All Time (Controversial) https://t.co/ljNJChnFtu 4.2K views · 6 likes · 1 reposts · 1 replies Open on X →

Daniel Mahncke ✓@MnkeDaniel3 Sep

Ranking our Portfolio Watchlist –Meta, CSU, Copart, Shopify (Tier List) https://t.co/c4GlROqTZE 4.3K views · 7 likes · 1 reposts · 0 replies Open on X →

Daniel Mahncke ✓@MnkeDaniel20 Aug

Ranking SaaS Best Buys Today and Long-Term + Watchlist Review https://t.co/HgCZCa0CMy 4.3K views · 12 likes · 1 reposts · 2 replies Open on X →

Daniel Mahncke ✓@MnkeDaniel17 Aug

@MnkeDaniel interested about that source: « It's statistically proven that revenue growth is the best predictor of stock prices in the long run. » 323 views · 1 likes · 0 reposts · 1 replies Open on X →

Daniel Mahncke ✓@MnkeDaniel17 Aug

3. PayPal https://t.co/q0oh1eWpwB

1.2K views · 3 likes · 0 reposts · 0 replies Open on X →

Daniel Mahncke ✓@MnkeDaniel17 Aug

2. Copart https://t.co/gVTFBTpBlr

1.6K views · 2 likes · 0 reposts · 1 replies Open on X →

Daniel Mahncke ✓@MnkeDaniel17 Aug

One Simple yet Powerful Metric to Predict Stock Prices: I've analyzed some of the biggest losers in the market recently. There's one chart that looks the same for basically all of them: Stock Price vs. Revenue Growth It's statistically proven that revenue growth is the best ht

7.5K views · 24 likes · 5 reposts · 7 replies Open on X →

Daniel Mahncke ✓@MnkeDaniel15 May

@MnkeDaniel https://t.co/GkjcI29Q6L 51 views · 0 likes · 0 reposts · 0 replies Open on X →

Daniel Mahncke ✓@MnkeDaniel15 May

Everyone knows $MELI is sacrificing margin for long-term growth on the e-commerce side. Fewer people are talking about them doing the exact same thing on the fintech side. Q1 "bad debt" nearly doubled. 2/3 is loan book growing 87% vs revenue at 49% under IFRS 9. 1/3 is 851 views · 0 likes · 0 reposts · 1 replies Open on X →

Daniel Mahncke ✓@MnkeDaniel9 May

@MnkeDaniel There are two types of margin compression: Bad compression: - losing share - price war - rising structural costs Good compression: - subsidizing growth with attractive returns - densifying logistics - onboarding users - increasing ecosystem engagement This quarte 117 views · 3 likes · 0 reposts · 0 replies Open on X →

Daniel Mahncke ✓@MnkeDaniel9 May

@MnkeDaniel Mostly agree except that lowering interest rates doesn’t inherently introduce more risk if you’re offering those lower rates to better credit risk consumers. If targeted correctly, you would acquire more financially savvy consumers who are highly likely to be lower cr 288 views · 3 likes · 0 reposts · 2 replies Open on X →

Daniel Mahncke ✓@MnkeDaniel8 May

My Thoughts On Mercado Libre Earnings $MELI: $MELI reported earnings yesterday, and the trend was in line with my general expectations (more growth and slight margin pressure). However, the rate of growth is more than impressive. $MELI grew revenues by 49%(!). At this scale, htt

16.4K views · 64 likes · 5 reposts · 8 replies Open on X →

На фоне аккаунтов своего размера

7 постов за последние 90 дней рядом с диапазоном 100K–1M подписчиков. показывается широко, но откликается мало кто.

Медианные просмотры4 250этот аккаунт5 983медиана для 100K–1M

Охват, %3.57%этот аккаунт1.49%медиана для 100K–1M

Вовлечённость, %0.25%этот аккаунт0.93%медиана для 100K–1M

Показатель	Этот аккаунт	Медиана для 100K–1M	Отношение
Медианные просмотры на пост	4 250	5 983	0.71×
Охват (просмотры ÷ подписчики)	3.57%	1.49%	2.40×
Вовлечённость	0.25%	0.93%	0.27×

Другие в этом диапазоне → Сравнить с другим аккаунтом → Как считаются эти ориентиры →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

16.4K8 May

2889 May

117

85115 May

7.5K17 Aug

1.6K

1.2K

323

4.3K20 Aug

4.3K3 Sep

4.2K9 Sep

Last 12 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.48%8 May

1.74%9 May

2.56%

0.24%15 May

0.00%

0.49%17 Aug

0.19%

0.25%

0.62%

0.35%20 Aug

0.18%3 Sep

0.19%9 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 0.93%.

What the audience does

Likes51.0%125 in total

Reposts5.3%13 in total

Replies9.4%23 in total

Quotes1.6%4 in total

Bookmarks32.7%80 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Последние посты

На фоне аккаунтов своего размера

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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