marco garattoni
marco garattoni @marcogarattoni

Ydeevne
Alle

18.89%2026
2026
41.55%2025
2025
30.34%2024
2024
10.75%2023
2023
41.5%0%-41.5%
marco garattoni
Scared about drawdowns? This man just dropped out of Forbes' billionaire list overnight. The tennis legend, who has owned roughly 2.5% of On Holding since 2019, saw his stake lose about $52 million in paper value in a single trading session after the company reported earnings. On Holding just... Vis Oversæt
marco garattoni
50% Down, $1.2T Erased: Trap or Once-in-a-Lifetime Buy? "Bulls are killed by excess stock supply... If you want a big position in $SPCX (Space Exploration Technologies Corp), stay patient and let the first wave of insider selling run its course." — Jim Cramer, CNBC For once, we are reading... Vis Oversæt
marco garattoni
What is Bitcoin actually worth? Unlike equities, bonds or real estate, there is no widely accepted framework to estimate a fundamental value for BTC. A stock can be valued via discounted cash flows or earnings multiples . A bond has contractual payments. A property generates rental income. Bitcoin has... Vis Oversæt
marco garattoni
Why do markets feel so much scarier today, even when volatility isn't historically extreme? There's a widespread idea that markets are permanently more volatile than they were in the past.The evidence says otherwise. When we look at traditional measures such as realized volatility and the VIX,... Vis Oversæt
marco garattoni
🚨Google up 3%+ today and that may be the most important price move in tech this week. $GOOGL (Alphabet Inc Class A) reports Q2 earnings on July 22, and this release could become the next major test for the entire AI trade and, by extension, the semiconductor sector. Over the last few weeks, analysts... Vis Oversæt
marco garattoni
Yes. Now $SPCX (Space Exploration Technologies Corp) is getting my attention. After reaching a post-listing high of $229, the stock has fallen below $135, a drawdown of approximately 41% from its all-time high. At current levels, it is also trading below both the IPO price and the initial post-IPO trading... Vis Oversæt
marco garattoni
Yesterday I went out for a walk in the late afternoon and this beauty appeared in the sky. Wind suddenly picking up and everyone wondering whether it was time to run for cover. This is also the perfect picture for recent market behaviour. Yesterday we saw significant intraday volatility, particularly... Vis Oversæt
marco garattoni
Karp vs. the AI Business Model Alex Karp (Palantir CEO) took a shot at OpenAI and Anthropic in a recent CNBC interview, boiled down to one blunt question: "If I can make you a billion dollars, why am I selling you tokens?" Karp's point: the big AI labs sell consumption (tokens, API... Vis Oversæt
marco garattoni
2025 was not a good year to be invested in crypto. $BTC hit an all-time high of $126,198 on October 6th (+34% year-to-date), then reversed hard and closed the year negative, down roughly 6%. $ETH followed the same script: a summer all-time high near $4,900, then a slide that wiped out most of the... Vis Oversæt
marco garattoni
Dal 1° luglio il TFR "non scelto" cambia padrone. E i numeri COVIP spiegano perché conviene capirlo anche a chi lavora già da anni. ⚡ COSA CAMBIA DAL 1° LUGLIO La Legge di Bilancio 2026 inverte il default: i neoassunti del settore privato vengono iscritti automaticamente al fondo pensione... Vis Oversæt

Om marco garattoni
Italien
Strategi: Multistrategi

Combining algorithms and value investing Member of eToro Quantitative Investment Program
Vis fuld bio Oversæt
30 Kopierende følgere
4.8K Følgere