📊 RAPPORT HEBDOMADAIRE DU PORTEFEUILLE | Bilan de la semaine
Une nouvelle semaine solide pour le portefeuille.
Mon portefeuille a progressé d’environ +5 % sur la semaine, surperformant l’indice de référence, qui a avancé d’environ +3,5 %.
Une part importante de cette performance provient des positions... Mostrar más Traducir
Dear @dazzer1992
I just noticed that you've started copying my portfolio. I'd like to sincerely thank you for your trust and for choosing to invest alongside me.
As mentioned in my bio, I am a long-term investor. That's why I strongly recommend staying invested for at least 2 to 5 years... Mostrar más Traducir
📈 MercadoLibre Q2 2026: Latin America’s Digital Giant Is Still Firing on All Cylinders
MercadoLibre just delivered another exceptional quarter — and once again, the story goes far beyond e-commerce.
Revenue and financial income surged 50% YoY to $10.2 billion, the fastest growth rate in four years.
But... Mostrar más Traducir
💊 Pfizer (NYSE: PFE): Is the Turnaround Finally Taking Shape?
Pfizer reported a mixed but encouraging Q2 2026.
Revenue increased 1% to $15.0B, while adjusted EPS came in at $0.77, slightly below last year as the company continues to invest heavily in R&D. At first glance, these results may not... Mostrar más Traducir
Dear @eToristb32469d30
I just noticed that you've started copying my portfolio. I'd like to sincerely thank you for your trust and for choosing to invest alongside me.
As mentioned in my bio, I am a long-term investor. That's why I strongly recommend staying invested for at least 2 to... Mostrar más Traducir
💊 Eli Lilly (NYSE : LLY) : Un nouveau trimestre exceptionnel
Eli Lilly a réalisé un nouveau trimestre exceptionnel, démontrant que la demande pour ses médicaments contre l'obésité et le diabète reste extrêmement soutenue.
Voici les points clés à retenir :
✅ Le chiffre d'affaires a progressé... Mostrar más Traducir
✈️ Booking Holdings (NASDAQ: BKNG): Another Solid Quarter Despite Global Challenges
Booking Holdings reported another strong quarter, proving that travel demand remains resilient despite geopolitical tensions and macroeconomic uncertainty.
Here are my key takeaways:
✅ Revenue increased 8% to $7.35B,... Mostrar más Traducir
𝙈𝙖 𝙨𝙩𝙧𝙖𝙩𝙚́𝙜𝙞𝙚 𝙙’𝙞𝙣𝙫𝙚𝙨𝙩𝙞𝙨𝙨𝙚𝙢𝙚𝙣𝙩 𝙨𝙪𝙧 𝙚𝙏𝙤𝙧𝙤
✅ Je suis une approche à moyen et long terme, en me concentrant sur des entreprises de qualité avec des fondamentaux solides.
✅ Diversification : J’investis dans différents secteurs (Technologie, Santé, Consommation, etc.)... Mostrar más Traducir
📊 Amazon Q2 2026: Another Strong Quarter
Amazon reported another solid quarter.
Revenue grew 20% to $200.6 billion, while operating income increased 43%. AWS was once again the biggest growth driver, with revenue up 37%, showing that demand for AI and cloud services remains very strong.
At first,... Mostrar más Traducir
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