ุงู„ุฃุฏุงุก
ุงู„ูƒู„

4.65%2024
2024
47.16%2023
2023
-34.13%2022
2022
19.52%2021
2021
87.20%2020
2020
87.2%0%-87.2%
ุงู„ู…ุดุงุฑูƒุงุช ุงู„ู…ุซุจุชุฉ

Welcome to my page! I am a ๐œ๐จ๐ซ๐ฉ๐จ๐ซ๐š๐ญ๐ž ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ž ๐ฉ๐ซ๐จ๐Ÿ๐ž๐ฌ๐ฌ๐ข๐จ๐ง๐š๐ฅ with ~10 years of experience. I use this account to invest my own savings, with a long-term horizon. I will - literally - treat your money as mine! My objective is to ๐œ๐จ๐ง๐ฌ๐ข๐ฌ๐ญ๐ž๐ง๐ญ๐ฅ๐ฒ ๐จ๐ฎ๐ญ๐ฉ๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ ๐ญ๐ก๐ž ๐’&๐๐Ÿ“๐ŸŽ๐ŸŽ. My investments follow two strategies: Growth (stocks with fantastic opportunities) and Value (undervalued stocks). I am generally active and prone to swing trading. I always seek to maintain a ๐ฆ๐ž๐๐ข๐ฎ๐ฆ ๐ซ๐ข๐ฌ๐ค. I almost exclusively trade US and European stocks. I avoid using leverage and shorting (except exceptionally for hedging purposes). ๐—Ÿ๐—ฎ๐˜๐—ฒ๐˜€๐˜ ๐— ๐—ผ๐—ป๐˜๐—ต๐—น๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ: https://bit.ly/hmanenti-july-2024 ๐—ฒ๐—ง๐—ผ๐—ฟ๐—ผ ๐—™๐—ฎ๐—ฐ๐˜๐˜€๐—ต๐—ฒ๐—ฒ๐˜ https://bit.ly/hmanenti95-factsheet ๐€๐›๐จ๐ฎ๐ญ ๐ฆ๐ฒ๐ฌ๐ž๐ฅ๐Ÿ: โžข Lisbon is my home but I am from Paris โžข I work as a Corporate Development Manager (M&A) โžข Previous experience in Investment Banking and Private Equity โžข I have a Master of Science in Management from HEC Paris โžข My interests are quite wide: indie music (Interpol fan ๐ŸคŸ), architecture, football (go Atalanta โšซ๏ธ๐Ÿ”ต), geopolitics, etc. ๐€๐›๐จ๐ฎ๐ญ ๐—บ๐˜† ๐—ฝ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ: โžข Stocks only โžข 80% US / 20% RoW โžข No position greater than 5% of total โžข Balanced mix of growth and value stocks โžข Balanced mix of large / mid / small caps + sector diversification ๐ˆ๐Ÿ ๐ฒ๐จ๐ฎ ๐๐ž๐œ๐ข๐๐ž ๐ญ๐จ ๐œ๐จ๐ฉ๐ฒ: โ†’ Minimum $500 โ†’ DO copy open trades (including when adding funds) โ†’ Stop loss: I recommend 50% โ†’ The longer you stay, the better the returns โ†’ Volatility and red days are part of the game - patience is key โ†’ I am always at your disposal for any questions, comments and feedback $SPX500 $DJ30 $NSDQ100 $EUSTX50

ุงู„ุฃุนู„ู‰
hugomanenti95
ุงู„ุจุฑุชุบุงู„
Hi all, I hope this finds you well! Markets have calmed down, so Iโ€™ll take the opportunity to discuss some of our Q2 earnings reports. My focus this week will be on the electrical and solar sectors. ๐Ÿญ. ๐—”๐˜๐—ธ๐—ผ๐—ฟ๐—ฒ $ATKR (Atkore Inc.) is a US manufacturer of electrical conduit and fittings, cable... ุนุฑุถ ุงู„ู…ุฒูŠุฏ ุชุฑุฌู…
ATKR, dirt cheap
100.00%
WCC, no commodity exposure
100.00%
NXT, solar is the future
100.00%
ุฃุนุฌุจู†ูŠ ุชุนู„ูŠู‚ุดุงุฑูƒ
2 ู…ู† 4
1 ุงู„ุฑุฏ
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hugomanenti95
ุงู„ุจุฑุชุบุงู„
Dear all, I hope this finds you well. There has been extreme volatility in the markets since Wednesday and it warrants an update. ๐Ÿญ. ๐—ช๐—ต๐—ฎ๐˜ ๐—ถ๐˜€ ๐—ต๐—ฎ๐—ฝ๐—ฝ๐—ฒ๐—ป๐—ถ๐—ป๐—ด ๐—ฎ๐—ป๐—ฑ ๐˜„๐—ต๐˜†? So far, this seems to be a knee-jerk โ€œsell everythingโ€ kind of move. The trigger is growing recession fears, combined... ุนุฑุถ ุงู„ู…ุฒูŠุฏ ุชุฑุฌู…
ุฃุนุฌุจู†ูŠ ุชุนู„ูŠู‚ุดุงุฑูƒ
2 ู…ู† 8
1 ุงู„ุฑุฏ
2 ุงู„ุฑุฏูˆุฏ
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hugomanenti95
ุงู„ุจุฑุชุบุงู„
Hi everyone! In my June update, I wrote โ€œ๐‘๐‘œ๐‘ ๐‘–๐‘ก๐‘–๐‘œ๐‘›๐‘–๐‘›๐‘” โ„Ž๐‘Ž๐‘  ๐‘”๐‘œ๐‘›๐‘’ ๐‘ค๐‘Ž๐‘ฆ ๐‘๐‘’๐‘ฆ๐‘œ๐‘›๐‘‘ ๐‘“๐‘ข๐‘›๐‘‘๐‘Ž๐‘š๐‘’๐‘›๐‘ก๐‘Ž๐‘™ ๐‘‘๐‘’๐‘ฃ๐‘’๐‘™๐‘œ๐‘๐‘š๐‘’๐‘›๐‘ก๐‘ , ๐‘Ž๐‘›๐‘‘ ๐ผ ๐‘’๐‘ฅ๐‘๐‘’๐‘๐‘ก ๐‘๐‘ฆ๐‘๐‘™๐‘–๐‘๐‘Ž๐‘™ ๐‘ ๐‘’๐‘๐‘ก๐‘œ๐‘Ÿ๐‘  ๐‘ก๐‘œ ๐‘๐‘œ๐‘ข๐‘›๐‘๐‘’ ๐‘๐‘Ž๐‘๐‘˜, ๐‘ ๐‘ข๐‘๐‘๐‘œ๐‘Ÿ๐‘ก๐‘’๐‘‘ ๐‘๐‘ฆ ๐‘๐‘œ๐‘ ๐‘–๐‘ก๐‘–๐‘ฃ๐‘’ ๐‘’๐‘Ž๐‘Ÿ๐‘›๐‘–๐‘›๐‘”๐‘ , ๐‘“๐‘Ž๐‘™๐‘™๐‘–๐‘›๐‘”... ุนุฑุถ ุงู„ู…ุฒูŠุฏ ุชุฑุฌู…
ุฃุนุฌุจู†ูŠ ุชุนู„ูŠู‚ุดุงุฑูƒ
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hugomanenti95
ุงู„ุจุฑุชุบุงู„
๐Ÿญ/๐Ÿฎ Dear all, I hope this finds you well! Itโ€™s been an odd month / quarter for usโ€ฆ not much has been working, despite generally supportive data and earnings releases for our portfolio. I am not seeing anything fundamentally broken, so I won't do anything at this stage. Weโ€™ve had great returns... ุนุฑุถ ุงู„ู…ุฒูŠุฏ ุชุฑุฌู…
ุฃุนุฌุจู†ูŠ ุชุนู„ูŠู‚ุดุงุฑูƒ
2 ู…ู† 7
5 ุงู„ุฑุฏูˆุฏ
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hugomanenti95
ุงู„ุจุฑุชุบุงู„
Dear all, I hope this finds you well! May was busy, kind of mixed but certainly a step in the right direction. Let's review what happened. ๐—œ. ๐— ๐—ฎ๐—ฐ๐—ฟ๐—ผ As anticipated, data releases were a little better in May, with softer inflation amid resilient growth. As I said in my last post, this is really... ุนุฑุถ ุงู„ู…ุฒูŠุฏ ุชุฑุฌู…
ุฃุนุฌุจู†ูŠ ุชุนู„ูŠู‚ุดุงุฑูƒ
2 ู…ู† 5
1 ุงู„ุฑุฏ
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hugomanenti95
ุงู„ุจุฑุชุบุงู„
Hi all, I hope this finds you well! Itโ€™s been an unpleasant April, as expected, but still many things to like within the portfolio. ๐—œ. ๐— ๐—ฎ๐—ฐ๐—ฟ๐—ผ ๐˜ˆ) ๐˜Ž๐˜ณ๐˜ฐ๐˜ธ๐˜ต๐˜ฉ The growth picture is still positive. GDP growth was strong in the USA, better than expected in China, and Europe is already out of... ุนุฑุถ ุงู„ู…ุฒูŠุฏ ุชุฑุฌู…
ุฃุนุฌุจู†ูŠ ุชุนู„ูŠู‚ุดุงุฑูƒ
2 ู…ู† 6
4 ุงู„ุฑุฏูˆุฏ
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hugomanenti95
ุงู„ุจุฑุชุบุงู„
ู…ูุนุฏู‘ู„
Dear all, A bit of a slow month here, with low volatility and steady gains โ€“ not going to complain ๐Ÿ˜‰ As things stand today, the portfolio is at an all time high, and we overtook all indexes year to date... lots be be happy about! This post will summarise the main macro and micro developments of the... ุนุฑุถ ุงู„ู…ุฒูŠุฏ ุชุฑุฌู…
ุฃุนุฌุจู†ูŠ ุชุนู„ูŠู‚ุดุงุฑูƒ
2 ู…ู† 3
1 ุงู„ุฑุฏ
1 ุงู„ุฑุฏ
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hugomanenti95
ุงู„ุจุฑุชุบุงู„
Hi everyone, Just wanted to give you an update as the month comes to a close. ๐—œ. ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ The market has felt pretty off recently, entirely driven by a small subset of stocks (mainly AI related, but not only). Those continue to enjoy incredible momentum โ€“ sometimes regardless of fundamentals... ุนุฑุถ ุงู„ู…ุฒูŠุฏ ุชุฑุฌู…
Nope - up, up, up
100.00%
Yes, sentiment went too far
100.00%
No idea - show me the results
100.00%
ุฃุนุฌุจู†ูŠ ุชุนู„ูŠู‚ุดุงุฑูƒ
2 ู…ู† 3
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hugomanenti95
@hugomanenti95 ุดุงุฑูƒ ู…ู†ุดูˆุฑู‹ุง ุนุจุฑ @hugomanenti95
ุงู„ุจุฑุชุบุงู„
To my point - check the headline below: "Air Canada loses court case after its chatbot hallucinated fake policies to a customer. The airline argued that the chatbot itself was liable. The court disagreed." ุชุฑุฌู…
hugomanenti95
ุงู„ุจุฑุชุบุงู„
Hi all, This post will be the first of a series dedicated to our value investments. I hope you enjoy reading it. First up - Concentrix $CNXC (Concentrix Corporation) ๐—œ. ๐—ช๐—ต๐—ฎ๐˜ ๐—ฑ๐—ผ๐—ฒ๐˜€ ๐—–๐—ผ๐—ป๐—ฐ๐—ฒ๐—ป๐˜๐—ฟ๐—ถ๐˜… ๐—ฑ๐—ผ? CNXC is one of the largest customer experience ("CX") specialists globally.... ุนุฑุถ ุงู„ู…ุฒูŠุฏ ุชุฑุฌู…
AI will kill the CX industry
100.00%
The effect will be limited
100.00%
AI is an opportunity
100.00%
ุฃุนุฌุจู†ูŠ ุชุนู„ูŠู‚ุดุงุฑูƒ
2 ู…ู† 4
3 ุงู„ุฑุฏูˆุฏ
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hugomanenti95
ุงู„ุจุฑุชุบุงู„
Hi all, This post will be the first of a series dedicated to our value investments. I hope you enjoy reading it. First up - Concentrix $CNXC (Concentrix Corporation) ๐—œ. ๐—ช๐—ต๐—ฎ๐˜ ๐—ฑ๐—ผ๐—ฒ๐˜€ ๐—–๐—ผ๐—ป๐—ฐ๐—ฒ๐—ป๐˜๐—ฟ๐—ถ๐˜… ๐—ฑ๐—ผ? CNXC is one of the largest customer experience ("CX") specialists globally.... ุนุฑุถ ุงู„ู…ุฒูŠุฏ ุชุฑุฌู…
AI will kill the CX industry
100.00%
The effect will be limited
100.00%
AI is an opportunity
100.00%
ุฃุนุฌุจู†ูŠ ุชุนู„ูŠู‚ุดุงุฑูƒ
2 ู…ู† 4
1 ุงู„ุฑุฏ
4 ุงู„ุฑุฏูˆุฏ
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ู†ุจุฐุฉ hugomanenti95
ุงู„ุจุฑุชุบุงู„

ุงุณุชุฑุงุชูŠุฌูŠุฉ: ุงู„ู‚ูŠู…ุฉ
2.7K ุงู„ู†ุงุณุฎูˆู†
426.2K ุงู„ู…ุชุงุจุนูˆู†
ุงู„ู…ุญูุธุฉ ู…ุชู†ูˆุนุฉ ุจุดูƒู„ ุฌูŠุฏ ุนุจุฑ ู…ุฎุชู„ู ุงู„ู‚ุทุงุนุงุช ูˆุฃุตู†ุงู ุงู„ุฃุตูˆู„ุŒ ูˆู‡ูˆ ู†ู‡ุฌ ุฐูƒูŠ ู„ุฅุฏุงุฑุฉ ุงู„ู…ุฎุงุทุฑ.