Fisher Scuttlebutt Quality Compounders

With the AI trade cooling and breadth at 50%, this is the moment to rotate into Fisher-style quality: businesses with decades-long growth runways, elite management, and widening margins that compound through sentiment cycles. Each name passes the 15-point screen — dominant franchise economics, deep management benches, and reinvestment at high returns — while trading at reasonable prices after the recent tape reset. This is a buy-and-hold-for-a-decade basket, not a momentum trade. Catalysts: - 2026-10-06 MercadoLibre (MELI) Capitalizes on Early-Stage E-Commerce and Digital Finance (https://finance.yahoo.com/markets/stocks/articles/mercadolibre-meli-capitalizes-early-stage-135146620.html) Launch basket (equal weight): MELI, NU, BKNG, TMO, INTU, MA, V, COST, SNOW, ASML Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.