Paul Mitchell
Paul Mitchell @Retrosupply

Performance
Alle

0.07%2026
2026
37.09%2025
2025
21.27%2024
2024
6.83%2023
2023
-13.12%2022
2022
4.82%2021
2021
37.1%0%-37.1%
Themen
Paul Mitchell
Paul Mitchell
Vereinigtes Königreich
18 d
Bearbeitet
Why $NKE (NIKE) why now? I am building up a value position in Nike on the prospects of a deep value turnaround in the next couple of years from current stock lows. I'm going to explain why I've chosen this time, and a little about how the company came to be in a distressed position, and a little... Mehr anzeigen Übersetzen
Paul Mitchell
Paul Mitchell
Vereinigtes Königreich
1 Monat
Portfolio roundup. I thought this would be a good time to write a bit more as at the present time I'm happy with the portfolio and see this as a time to hold and be patient to gain from current holdings. The last three months have gone well but the current year to date performance is flat due to... Mehr anzeigen Übersetzen
Been tough but ok
100.00%
Everything gone to plan
100.00%
Let's not talk about it..
100.00%
6 Stimmen
Paul Mitchell
Paul Mitchell
Vereinigtes Königreich
2Mon.
My take on the current business of Ai (deliberately side stepping the financial debate, looking at the product side) TL;DR: Generative AI value is rapidly polarising between full-stack hyperscalers and deep-domain monopolies. Mid-tier middleware is not being commoditised; it is being absorbed by foundation... Mehr anzeigen Übersetzen
Paul Mitchell
Paul Mitchell
Vereinigtes Königreich
2Mon.
Why I hold Berkshire Hathaway. $BRK.B (Berkshire Hathaway Inc) currently sits at just under 7% of our portfolio, and its share price has done very little over the past year. Year to date, the shares have gained roughly 3.0% to trade at $499.99, sitting 7.02% below their 52-week peak of $537.74, while... Mehr anzeigen Übersetzen
Paul Mitchell
Paul Mitchell
Vereinigtes Königreich
3Mon.
Bearbeitet
Sanlorenzo, the ultra luxury company that gets overlooked. This is part of my portfolio and the following explains my reasoning why, but is only my personal opinion and should not be read as investment advice. Shares in Italian yacht builder $SL.MI (Sanlorenzo S.p.A) trade at €38.30 on the Borsa Italiana,... Mehr anzeigen Übersetzen
Paul Mitchell
Paul Mitchell
Vereinigtes Königreich
3Mon.
The Penalty of Prudence Halfway through 2026, the S&P 500 is up roughly 9 percent, and the headline story is one of quiet, resilient growth. Look past the index, though, and eToro's own Popular Investor data tells a different story: the average top 100 investor is sitting on a 7.1 percent return,... Mehr anzeigen Übersetzen
Paul Mitchell
Paul Mitchell
Vereinigtes Königreich
4Mon.
Seeing value before the market has to (or is it just holding the trash nobody else wants?) Most of the market just now is really one trade, a handful of AI names pulling the $SPX500 index along while everyone crowds into the same momentum. I tend to look under the carpet where others dont. At the moment... Mehr anzeigen Übersetzen
Paul Mitchell
Paul Mitchell
Vereinigtes Königreich
4Mon.
Where the AI spending ends up as profit Everyone can see the AI capex numbers. From $Microsoft to $AMZN (Amazon.com Inc) and the other hyperscalers, are guiding to spending that would have looked reckless a few years ago, and the market mostly assumes it will (eventually) pay off. The question I care... Mehr anzeigen Übersetzen
Paul Mitchell
Paul Mitchell
Vereinigtes Königreich
5Mon.
Bearbeitet
https://simple-portfolio-stats.base44.app Simple Portfolio Stats. See monthly returns, risk adjusted stats, diversification and corrallations. You can match yourself to benchmarks or other investors, all at easy interface with the actual calculations available so you can verify accuracy externally (you... Mehr anzeigen Übersetzen
Paul Mitchell
Paul Mitchell
Vereinigtes Königreich
5Mon.
My feed is packed with these AI-generated trading desks right now, and the detail that stands out most is that they aren’t even trying to pass for reality. They lean straight into a stylized, almost animated aesthetic with impossible lighting and perfect seven-monitor setups. It’s a perfect example... Mehr anzeigen Übersetzen

Über Paul Mitchell
Vereinigtes Königreich
Strategie: Ereignisgesteuert

Deep value opportunities with disciplined risk management.
Vollständige Bio anzeigen Übersetzen
576 Kopierer
4.8K Follower

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