Eugenio Catone
Eugenio Catone @CatoneEugenio

Rendimiento
Todo

4.11%2026
2026
19.34%2025
2025
18.98%2024
2024
64.17%2023
2023
-6.87%2022
2022
64.2%0%-64.2%
Eugenio Catone
The year is now drawing to a close and it is time to take stock. Performance for 2025 will probably be around 19-20%, slightly up compared to 2024. 2025 has been a very bullish year and I am satisfied with the results considering that the risk score has often been quite low (3-4). 2025 will be the... Mostrar más Traducir
Eugenio Catone
The FDA approved the Wegovy pill, the first oral GLP-1 for obesity in the US. After months of doubts, this approval feels like a true turning point. The pill delivered 16.6% average weight loss in 64 weeks, with durable results and cardiovascular benefits, outperforming Eli Lilly’s upcoming oral competitor.... Mostrar más Traducir
Eugenio Catone
As you may have noticed, yesterday I significantly reduced my position in Alphabet. My goal is to invest in exceptional companies over the long term, but this stock has outperformed even my most optimistic expectations. I never thought it would reach $270 by the end of the year, let alone $330, which... Mostrar más Traducir
Eugenio Catone
Yesterday was a very messy day, with the market ultimately changing its opinion on Nvidia's quarterly results. From +5%, it went to -2%, while Bitcoin continues its relentless decline. It is a time of great uncertainty in the markets, but nothing we haven't seen before. Typically, corrections... Mostrar más Traducir
Eugenio Catone
Hello everyone, I suppose you have noticed that November is slightly in red, so I would like to explain what is happening. After years of strong growth due to the disruptive power of AI, the market is beginning to sense some signs of weakness in the trend. In reality, this is not the first time this... Mostrar más Traducir
Eugenio Catone
The longest shutdown in history is over, but the markets are declining: the market always does the opposite of what we think it will do. Apparently, the problem is that the delayed October data may never be published. This clearly adds an extra dose of uncertainty, which the market certainly does not... Mostrar más Traducir
Eugenio Catone
Nonostante il solito pessimismo che circonda il Bel Paese, l'economia italiana sembra stia ripartendo gradualmente. Qualche mese fa abbiamo visto come il deficit fiscale potrebbe essere ridotto più velocemente del previsto, oggi l'ISTAT ha pubblicato dei dati positivi anche per il settore manufatturiero.... Mostrar más Traducir
Eugenio Catone
Once again, today I will increase my position in Novo Nordisk. As far as I am concerned, at the current price, the company is significantly undervalued and remains one of the best opportunities. Current price multiples are even lower than they were before entering the GLP-1 market. At a time when everyone... Mostrar más Traducir
Eugenio Catone
Ciao a tutti cari copiatori, Come avrete potuto notare, il mese di ottobre ha segnato un leggero declino e novembre non è partito diversamente. Dopo mesi di rialzi continui, ecco che stiamo vivendo un piccolo ritracciamento, cosa che francamente trovo del tutto normale. Il mercato, così come il mio... Mostrar más Traducir
Eugenio Catone
Novo Nordisk's quarterly report has just been released, and once again, the market has not appreciated it. Sales growth for the whole of 2025 is expected to be around 9-12%, which is a significant slowdown compared to last year. However, I remain extremely confident about the potential recovery.... Mostrar más Traducir

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Italia
Estrategia: Valor

Long-term view; I only invest in exceptional businesses. Minimum copy amount: $200
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