Harry Harrison @HarryH1993: "Hey everyone! Lots happening across..."

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Hey everyone! Lots happening across the portfolio and in macro markets this week, so let me walk you through the biggest stories. Always happy to answer questions in the comments, so feel free to drop anything you're wondering about. 🏠 Reddit AMA with OpenDoor CEO One of the more refreshing things I've seen from any company I hold happened this morning — Kaz Nejatian, CEO of Opendoor Technologies, messaged the r/opendoor subreddit moderator at 5:45am after his workout and just did an AMA. He wants $OPEN (Opendoor Technologies Inc) to be the Amazon of real estate. On the macro, his answer was essentially: I don't wait for interest rates to save us, we control our own destiny. And on his own stake in the company, he was candid that his family moved a significant portion of their future net worth into Opendoor when he left Shopify — his compensation is essentially entirely tied to the stock performing. I find that kind of alignment genuinely reassuring. Still a high-risk, high-reward position in my portfolio, but the leadership here is doing things differently and I'm watching it closely. Sure @Goodevans21 will be interested in this 😅 Link here - www.reddit.com/r/opendoor/comments/1rlh352/ama_kaz_ceo_opendoor/ 💳 Stablecoin Deal and a Bullish Insider Signal This is the most exciting development in our portfolio this week I think. $SOFI (SoFi Technologies Inc) CEO Anthony Noto bought approximately $1 million worth of company stock on the open market, picking up 56,000 shares at an average price of $17.88 — his first insider purchase in over a year. That kind of skin-in-the-game buying from a CEO matters to me and came alongside some other big news: SoFi announced a partnership with Mastercard to enable SoFiUSD — the company's fully reserved U.S. dollar stablecoin and the first issued by a U.S. nationally chartered and insured deposit bank on a public blockchain. The integration unlocks around-the-clock settlement and opens up potential for cross-border remittances and B2B payments. Stablecoin transactions now total approximately $30 billion per day globally, and issuance doubled in 2025. 🔐Industrial 5G Partnership and Multiple Analyst Upgrades $PANW (Palo Alto Networks) and Siemens launched a verified AI-driven cybersecurity solution for industrial private 5G networks at Mobile World Congress 2026, combining Siemens' private 5G infrastructure with Palo Alto Networks' Next-Generation Firewall, specifically targeting operational technology environments. Seems like exactly the kind of enterprise partnership that builds long-term revenue stickiness. On top of that, Wells Fargo upgraded the stock to a strong-buy rating, and shares have been under pressure — down around 18% over the past 21 trading days, largely attributed to worries about reduced profit guidance resulting from acquisition integration costs. 🏦 BRK.B: The Post-Buffett Era Begins in Style Greg Abel, the new CEO of Berkshire Hathaway (BRK.B), released his first shareholder letter (www.berkshirehathaway.com/letters/2025ltr.pdf), sharing that the company's cash and U.S. Treasury holdings have grown to more than $370 billion, while earnings before interest and taxes hit $44.8 billion and net cash flow came in at $46 billion — higher than the five-year average. For anyone wondering whether BRK.B changes character under Abel, from what I've read, the answer is reassuringly no. 🛒 MELI: CFO Doubles Down on Long-Term Investment Strategy $MELI (MercadoLibre Inc) CFO Martin de los Santos released a new podcast episode reflecting on Q4 2025 (I love that they do this and it’s here for anyone interested - open.spotify.com/show/2cnzamJTkX6pI6K4qdARLa), explaining the company's decision to prioritize strategic investments over short-term margin optimization and citing low e-commerce penetration and an underserved fintech population in Latin America as reasons to invest to build a competitive moat. The latest quarterly results were impressive — revenue up over 44% year-on-year. Some analysts have trimmed their price targets slightly given macro headwinds in the region, but the growth story here remains one of the strongest in my portfolio. Mercado Pago alone is becoming a genuine banking alternative for tens of millions of people across Latin America. 📅 What to Watch This Coming Week There are some key macro catalysts on the horizon that could move markets across the portfolio: US CPI data drops on March 11, which will set the tone heading into what is arguably the most important event of the month: the Federal Reserve interest rate decision on March 18. The Fed's decision is the single most consequential scheduled event for risk assets in March, with rate expectations continuing to be a primary driver of Bitcoin's price trajectory and broader markets throughout this cycle. Thanks and please leave a comment below if you have any questions! 😃 Harry