# Interview. Highest Conviction Investments and Investing Lessons with Rose Celine

Page: https://stenobird.com/podcast/the-synopsis-6505916/interview-highest-conviction-investments-and-investing-lessons-with-rose-celine
Text version: https://stenobird.com/podcast/the-synopsis-6505916/interview-highest-conviction-investments-and-investing-lessons-with-rose-celine.md
Podcast: [The Synopsis](https://stenobird.com/podcast/the-synopsis-6505916)
Published: 2026-05-07T10:45:00+00:00
Episode link: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/interview-highest-conviction-investments-and-investing-lessons-with-rose-celine
Audio file: https://traffic.libsyn.com/secure/5f85ab06-2c89-4625-a5f9-f4b3a3300053/Interview._Rose_Celine.mp3?dest-id=4092573
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/interview-highest-conviction-investments-and-investing-lessons-with-rose-celine
Duration seconds: 5760

## Resource

In this wide spanning interview I spoke with pseudonymous investor Rose Celine . Rose is quite prolific on Twitter/X, commonly sharing his sharp thoughts on a variety of different stocks. In this interview we cover several of his investments and how he thinks about various investing topics. We hope you enjoy! *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Rose's Background (6:31) — Investment Philosophy (8:46) — Punch Card Investing (13:27) — Axon Mistake (20:28) — Mercado Libre Investment Case (27:37) — Thoughts on Sea Limited Competition (32:44) — South America Profitability vs the U.S.? (40:28) — Portfolio Construction (44:38) — DLocal Investment Thesis (54:45) — Importance of Management (55:57) — Why Rose Invested in ServiceNow (59:32) — Valuation Thoughts (1:10:50) — Mercado Libre FinTech Risk (1:17:58) — Business Models Rose Avoids (1:21:42) — How to Judge an Opportunity Based on Opportunity Cost (1:29:07) — Sell a Great Business When it's Overvalued? -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more! Sign up for Speedwell's free newsletter and weekly memos here AlphaSense has a repository of over 200k expert call transcripts that are similar to this conversation. Sign-up for access here . *~*~*~*~* Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podca…

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/interview-highest-conviction-investments-and-investing-lessons-with-rose-celine/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/the-synopsis-6505916/interview-highest-conviction-investments-and-investing-lessons-with-rose-celine.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.