Ettore Mihaili
Ettore Mihaili @about_trading

Výkonnost
Vše

-4.84%2026
2026
43.96%2025
2025
55.31%2024
2024
33.86%2023
2023
-48.70%2022
2022
-13.39%2021
2021
12.25%2020
2020
55.3%0%-55.3%
Diskuse
Ettore Mihaili
Nizozemí
18d
On Holdings crashed 30% this month, this deserves a honest discussion about the mid-term future of the company given our meaningful allocation The main catalysts are two: - lower growth guidance in the 23-25% range compared to 30%+ in 2025 - sudden resignation of CEO Martin Hoffman announced yesterday As... Zobrazit více Přeložit
Ettore Mihaili
Nizozemí
1 M
I’m off to Japan for a couple weeks ✨ Expect less posts in the meantime, unless we have important things to discuss or interesting events that I want to share with you regarding the markets I’ll share some thoughts before the plane takes off, I’ll keep it general and broad since there are just some... Zobrazit více Přeložit
Ettore Mihaili
Nizozemí
1 M
$ONON (On Holding AG) delivered, the market shaved 10% valuation. Why? It is tricky to pinpoint it to a specific reason, the short version is that the prudent guidance of 23% growth spooked investors and algorithms and Forex exchange is hitting the Net Income. While On dropped 10.5% (was -15% at some... Zobrazit více Přeložit
Ettore Mihaili
Nizozemí
1 M
𝗡𝗼𝘁 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝗶𝘀 𝘄𝗼𝗿𝘁𝗵 𝗵𝗮𝘃𝗶𝗻𝗴 𝗮𝗻 𝗼𝗽𝗶𝗻𝗶𝗼𝗻 𝗼𝗻. I've been silent for a while, some people reached out on LinkedIn and Telegram asking me why I wasn't posting and if everything was fine. Let's address this openly. This past week has been quite eventful,... Zobrazit více Přeložit
Ettore Mihaili
Ettore Mihaili sdílet příspěvek v Ettore Mihaili
Nizozemí
2m
I wanted to write a well thought piece but ended up having a busy schedule. Just a quick reminder to disconnect from the media It’s not the Citrini Report, it’s not the 15% tariff, it’s not the Anthropic $IBM (International Business Machines Corporation (IBM)) ”killer” that can understand and refactor... Zobrazit více Přeložit
Ettore Mihaili
Nizozemí
2m
Lots of "🚨 BREAKING NEWS 🚨" in the Feed, please ignore the noise. GDP, Tariffs Ruling, bla bla bla None of this is relevant and you shouldn't be basing your investing choices on these. The delta is negligible, if anything they are increasing market uncertainty therefore its volatility.... Zobrazit více Přeložit
Ettore Mihaili
Nizozemí
2m
Lots of "🚨 BREAKING NEWS 🚨" in the Feed, please ignore the noise. GDP, Tariffs Ruling, bla bla bla None of this is relevant and you shouldn't be basing your investing choices on these. The delta is negligible, if anything they are increasing market uncertainty therefore its volatility.... Zobrazit více Přeložit
Ettore Mihaili
Nizozemí
2m
Portfolio restructuring & rationale What a month, this February almost made me forget how a green day looks like 😅 🟢 Today, our portfolio is up 1.7% 🟢 $NSDQ100 up 1.3% 🟢 $SPX500 up 0.8% 🔴 $BTC down 0.8% and $ETH down 1.25% It's a good breather, but too soon to celebrate yet. $ONON (On... Zobrazit více Přeložit
Ettore Mihaili
Nizozemí
2m
Valentines? You mean $NFLX (Netflix, Inc.) 'n Chill? 👀 As promised yesterday, let's continue our thesis on Netflix in layman terms. A lot is going on in what seemingly is just a on-demand streaming platform that is turning the company into a staple for most households. After the earnings,... Zobrazit více Přeložit
Ettore Mihaili
Nizozemí
2m
$NFLX (Netflix, Inc.) : a win-win play in disguise? Something has been bugging me for the past month about Netflix: every article I read about it is somehow incoherent with the others. It's one of those cases where Behavioral Finance is extremely useful in analyzing a stock and invest with odds... Zobrazit více Přeložit
Ettore Mihaili
Nizozemí
2m
𝗧𝗵𝗲 𝗱𝗮𝗿𝗸 𝘀𝗶𝗱𝗲 𝗼𝗳 𝗖𝗮𝗽𝗶𝘁𝗮𝗹𝗶𝘀𝗺 There is this popular myth that capitalism is good for the consumer, because it pushes for competition and innovation. Recently we heard talking about the "American Oligarchs", the CEOs of $AAPL (Apple) , $META (Meta Platforms Inc) , $GOOG... Zobrazit více Přeložit

O mně Ettore Mihaili
Nizozemí
Strategie: Řízené událostmi

Software Engineer using Behavioural Finance to allocate funds towards mispriced assets
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