Matteo Stracciari
Matteo Stracciari @maratteo

Rendimiento
Todo

9.53%2026
2026
29.80%2025
2025
48.19%2024
2024
55.24%2023
2023
-45.37%2022
2022
-17.18%2021
2021
-2.02%2020
2020
12.60%2019
2019
-51.72%2018
2018
229.64%2017
2017
0.55%2016
2016
-45.48%2015
2015
229.6%0%-229.6%
Conversaciones
Matteo Stracciari
Matteo Stracciari
Italia
4h
๐ŸŒ… ๐— ๐—ผ๐—ฟ๐—ป๐—ถ๐—ป๐—ด ๐—•๐—ฟ๐—ถ๐—ฒ๐—ณ | ๐—”๐˜‚๐—ด๐˜‚๐˜€๐˜ ๐Ÿญ๐Ÿญ, ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ Morning all. Two of our companies reported last night and in both cases the headline number looked worse than the business behind it, so let me unpack that before the day starts. $ASTS (AST SpaceMobile Inc) posted a loss bigger than expected,... Mostrar mรกs Traducir
Matteo Stracciari
Matteo Stracciari
Italia
1d
๐ŸŒ… ๐— ๐—ผ๐—ฟ๐—ป๐—ถ๐—ป๐—ด ๐—•๐—ฟ๐—ถ๐—ฒ๐—ณ | ๐—”๐˜‚๐—ด๐˜‚๐˜€๐˜ ๐Ÿญ๐Ÿฌ, ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ Good morning copiers and followers. One line on Friday and then we look forward. July payrolls came out negative, with 23,000 jobs lost against the 80,000 the market expected, and stocks rallied on it anyway to close the week at a record. A... Mostrar mรกs Traducir
Matteo Stracciari
Matteo Stracciari
Italia
3d
๐Ÿ“Š ๐—ช๐—ฒ๐—ฒ๐—ธ ๐—ถ๐—ป ๐—ฅ๐—ฒ๐˜ƒ๐—ถ๐—ฒ๐˜„ | ๐—”๐˜‚๐—ด๐˜‚๐˜€๐˜ ๐Ÿด, ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ Dear copiers & followers, what a week to sum up. The portfolio finished up around +7%, which is the strongest week we've had in a while. Four holdings reported and all four beat, so a good part of that came from the businesses themselves... Mostrar mรกs Traducir
Matteo Stracciari
Matteo Stracciari
Italia
4d
๐ŸŒ… ๐— ๐—ผ๐—ฟ๐—ป๐—ถ๐—ป๐—ด ๐—•๐—ฟ๐—ถ๐—ฒ๐—ณ | ๐—”๐˜‚๐—ด๐˜‚๐˜€๐˜ ๐Ÿณ, ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ Happy Friday everyone, we've come to the end of the busiest week our portfolio has had in a long time, four holdings reporting in three days, so let me close it off properly. All four beat. $ZETA.US (Zeta Global Holdings Corp) came in well... Mostrar mรกs Traducir
Matteo Stracciari
Matteo Stracciari
Italia
5d
๐Ÿ“Š ๐—ข๐˜€๐—ฐ๐—ฎ๐—ฟ ๐—•๐—ฒ๐—ฎ๐˜ ๐—•๐—ถ๐—ด, ๐—ง๐—ต๐—ฒ๐—ป ๐—ง๐—ผ๐—น๐—ฑ ๐—จ๐˜€ ๐—”๐—ฏ๐—ผ๐˜‚๐˜ ๐˜๐—ต๐—ฒ ๐—ฆ๐—ฒ๐—ฐ๐—ผ๐—ป๐—ฑ ๐—›๐—ฎ๐—น๐—ณ Back as promised this morning, and $OSCR (Oscar Health Inc) deserves a proper read rather than a headline. The quarter itself was excellent. Revenue of 4.88 billion, up over 70% from a year ago. Earnings... Mostrar mรกs Traducir
Matteo Stracciari
Matteo Stracciari
Comprรณ $CRCL @61.83
Italia
5d
I've just opened a position using 0.70% of my equity. Traducir
No es asesoramiento de inversiรณn. El autor puede tener intereses financieros en los instrumentos mencionados.
CRCL
Circle Internet Group Inc
67.05
0.3800 (0.57%)
Matteo Stracciari
Matteo Stracciari
Comprรณ $NVO @45.93
Italia
5d
I've just opened a position using 0.35% of my equity. Traducir
No es asesoramiento de inversiรณn. El autor puede tener intereses financieros en los instrumentos mencionados.
NVO
Novo-Nordisk A/S SPONS ADR
47.73
0.4700 (0.99%)
Matteo Stracciari
Matteo Stracciari
Italia
5d
๐ŸŒ… ๐— ๐—ผ๐—ฟ๐—ป๐—ถ๐—ป๐—ด ๐—•๐—ฟ๐—ถ๐—ฒ๐—ณ | ๐—”๐˜‚๐—ด๐˜‚๐˜€๐˜ ๐Ÿฒ, ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ Dear all, third day in a row of numbers from our own holdings, and today is the one I've been waiting for. $ZVRA (Zevra Therapeutics Inc) reported after the close last night and it was a good quarter. Revenue of 39.7 million against roughly... Mostrar mรกs Traducir
Matteo Stracciari
Matteo Stracciari
Italia
6d
๐Ÿ“Š ๐—ก๐—ผ๐˜ƒ๐—ผ ๐—ก๐—ผ๐—ฟ๐—ฑ๐—ถ๐˜€๐—ธ ๐—ฅ๐—ฎ๐—ถ๐˜€๐—ฒ๐—ฑ ๐—œ๐˜๐˜€ ๐—ข๐˜‚๐˜๐—น๐—ผ๐—ผ๐—ธ ๐—ฎ๐—ป๐—ฑ ๐—ฆ๐˜๐—ถ๐—น๐—น ๐—š๐—ผ๐˜ ๐—ฆ๐—ผ๐—น๐—ฑ Back again, as I said I would be this morning. Novo put its numbers out a full evening ahead of schedule, which caught a lot of people off guard, and the reaction since has gone in about three directions. Start... Mostrar mรกs Traducir
Matteo Stracciari
Matteo Stracciari
Italia
6d
๐ŸŒ… ๐— ๐—ผ๐—ฟ๐—ป๐—ถ๐—ป๐—ด ๐—•๐—ฟ๐—ถ๐—ฒ๐—ณ | ๐—”๐˜‚๐—ด๐˜‚๐˜€๐˜ ๐Ÿฑ, ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ Good morning everyone, two of the reports I was waiting for came in last night, and if you only looked at the share prices this morning you'd think they both went badly. They didn't. $SPCX (Space Exploration Technologies Corp) gave us... Mostrar mรกs Traducir

Acerca de Matteo Stracciari
Italia
Estrategia: Valor

๐Ÿ“ˆ +160% since 2023 | ๐ŸŽฏ 94% profitable trades | ๐Ÿ’ผ 20Y investor+Tech GM | Copy min $1,000
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