Hugo Angelo Lucien Manenti
Hugo Angelo Lucien Manenti @hugomanenti95

Ydeevne
Alle

5.32%2026
2026
10.63%2025
2025
5.17%2024
2024
47.16%2023
2023
-34.13%2022
2022
20.16%2021
2021
90.74%2020
2020
90.7%0%-90.7%
Diskussioner
Hugo Angelo Lucien Manenti
Hugo Angelo Lucien Manenti
Portugal
14d
Q1 earnings season is now in full swing, so I wanted to share a few early updates from companies in our portfolio. Overall, it has been a strong start to the year. Today’s update focuses on some of the easier reports to interpret - companies where the thesis is progressing clearly. 𝗪𝗲𝘀𝗰𝗼 $WCC... Vis Oversæt
Hugo Angelo Lucien Manenti
Hugo Angelo Lucien Manenti
Portugal
1m
Dear all, I published an updated writeup on $CNXC (Concentrix Corporation) on my substack – link here: hugomanenti.substack.com/p/concentrix-same-old?utm_source=etoro&utm_medium=social Here's the summary. 𝗤𝟭 𝗦𝗻𝗮𝗽𝘀𝗵𝗼𝘁 Revenue of $2.5 billion, up 1.9% in constant currency. Adjusted... Vis Oversæt
Concentrix – Same Old
hugomanenti.substack.com
It all hinges on margins
Hugo Angelo Lucien Manenti
Hugo Angelo Lucien Manenti
Portugal
2mdr
Latest post - Concentrix $CNXC (Concentrix Corporation) One of of large, long term holdings currently held at a significant loss. I decided to revisit the investment thesis and see if it still holds. I am pasting the conclusion below. For the full article - please follow the link: hugomanenti.substack.com/p/concentrix-ai-roadkill-or-deep-value?utm_source=etoro&utm_medium=social ... Vis Oversæt
Concentrix: AI Roadkill or Deep Value?
hugomanenti.substack.com
AI narratives have made CX the most hated sector on Wall Street. Yet, CNXC's growth is accelerating. At 2.7x EPS, is this the most asymmetric play against AI doom?
Hugo Angelo Lucien Manenti
Hugo Angelo Lucien Manenti
Portugal
2mdr
I am posting a summary of a longer Substack post – which you can find here: hugomanenti.substack.com/p/war-in-the-middle-east-the-strait Questions welcome! 🛢️ 𝗪𝗮𝗿 𝗶𝗻 𝘁𝗵𝗲 𝗠𝗶𝗱𝗱𝗹𝗲 𝗘𝗮𝘀𝘁 – 𝗘𝘂𝗿𝗼𝗽𝗲 𝗮𝗻𝗱 𝗔𝘀𝗶𝗮 𝗶𝗻 𝘁𝗵𝗲 𝗙𝗶𝗿𝗶𝗻𝗴 𝗟𝗶𝗻𝗲 War broke out late Friday. The U.S.... Vis Oversæt
War in the Middle East – The Strait of Hormuz
hugomanenti.substack.com
Europe and Asia are in the Firing Line, U.S. Structurally Advantaged
Hugo Angelo Lucien Manenti
Hugo Angelo Lucien Manenti
Portugal
3mdr
Redigeret
Dear all, As mentioned yesterday, I launched a Substack. The first post is a $IWG.L (IWG PLC) deep dive. You can find it here: tinyurl.com/IWG-office-etoro TL;DR: IWG is the largest global flex operator - orders of magnitude larger than WeWork. It has massive scale advantages. The market still values... Vis Oversæt
IWG: Return to Office
hugomanenti.substack.com
IWG is the key beneficiary of the trend towards flexible and decentralised workspaces. At only 6x EBITDA, the stock is an overlooked opportunity.
Hugo Angelo Lucien Manenti
Hugo Angelo Lucien Manenti
Portugal
3mdr
Redigeret
Dear all, A quick announcement. I am launching a Substack – Hugo’s Investing Notes – as a home for the deeper analysis that I cannot publish on eToro. I’ll start with two types of content: single-company deep dives, and regular macro and portfolio updates. The first deep dive – on $IWG.L (IWG PLC)... Vis Oversæt
About - Hugo's Investing Notes
hugomanenti.substack.com
Value investing with a macro lens. Deep dives and regular updates. Click to read Hugo's Investing Notes, a Substack publication.
Hugo Angelo Lucien Manenti
Hugo Angelo Lucien Manenti
Portugal
4mdr
Hi everyone, Unfortunate but not unexpected… Donald Trump is doing his best to disrupt our otherwise strong start to the year, trying to blackmail the EU into ceding Greenland. Today, I will walk through the implications of this latest spat — what might happen, and what it might mean for your portfolio.... Vis Oversæt
Hugo Angelo Lucien Manenti
Hugo Angelo Lucien Manenti
Portugal
4mdr
Redigeret
𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 — 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟱 Dear all, December closed the year in a relatively calm fashion, with few surprises but little additional clarity. Incoming data pointed to a cooling labour market and subdued inflation, while policy remained supportive. Markets held up well,... Vis Oversæt
Hugo Angelo Lucien Manenti
Hugo Angelo Lucien Manenti
Portugal
6mdr
𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 – 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟱 Dear all, November was a clear continuation of the trends already visible in October. While the macro environment remains broadly supportive for markets, the same late-cycle dynamics persist: consumer strain, mixed labour data, policy uncertainty,... Vis Oversæt
Hugo Angelo Lucien Manenti
Hugo Angelo Lucien Manenti
Portugal
6mdr
𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 — 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟬𝟮𝟱 Dear all, October was a bit of a lull, the government shutdown delayed some key data, limiting visibility just as macro tensions were rising. Markets continued to grind higher, but several dynamics suggest we may be close to entering a more complex... Vis Oversæt

Om Hugo Angelo Lucien Manenti
Portugal
Strategi: Værdi

Long-term equity investor. Value oriented. Deep fundamental analysis with macro overlay.
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