Author holds HOOD and Meituan despite broken metrics, citing visionary founders, moat, and structural disruption.
HOOD — LONG The author holds Robinhood despite 'broken metrics' because CEO Vlad is a visionary wartime CEO, the company still runs like a startup, and it is starting to disrupt financial and gambling industries. The qualitative story of founder-led disruption overrides what screeners say. Main risk is the stretched valuation implied by broken metrics.
In usa, it is robinhood (vlad the ceo is a beast, visionary, wartime eco, the whole company still runs like a startup and they are already starting to disrupt some of the financial & gambling industries.
3690.HK — LONG The author holds Meituan because founder Wang Xing's story and the company's disruption of Chinese e-commerce forced Alibaba and JD.com into an aggressive food delivery war to contain it. Meituan is expanding internationally into Saudi Arabia and Brazil, and has been targeted by Prosus. The qualitative moat and founder-led expansion override broken metrics.
In hk/china, it is meituan which is also led by its founder wang xing. The backstory about him and how he started the whole company itself is fucking insane. Anyway, the story goes that meituan disrupted the e-commerce in china so bad that alibaba & jd.com launches an aggressive food delivery war just to keep meituan at bay. And meituan is just getting started to expand internationally (saudi, brazil..etc) and has been targeted by PROSUS.
This Reddit post, published February 18, 2026, features u/Free-Initiative7508 discussing 3690.HK, HOOD. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/Free-Initiative7508 · Tickers: 3690.HK, HOOD