Fabio De Oliveira Vianna
Fabio De Oliveira Vianna @fabiovianna89

Tuottavuus
Kaikki

11.58%2026
2026
37.31%2025
2025
-15.15%2024
2024
25.17%2023
2023
-12.62%2022
2022
0.48%2021
2021
57.46%2020
2020
57.5%0%-57.5%
Keskustelut
Fabio De Oliveira Vianna
Fabio De Oliveira Vianna
Portugali
19 pv
Muokattu
🚨 $ONON just laid out its next chapter — and the market is listening On Holding held its 2026 Investor Day today in Zurich, and the announcements go well beyond a routine update. Here's the breakdown: 📈 New 2029 targets Net sales of at least CHF 5.6B (~USD 7B), implying a high-teens CAGR through... Näytä enemmän Käännä
Fabio De Oliveira Vianna
Fabio De Oliveira Vianna
Portugali
2kk
🚀 From an idea in 2024 to a real product in 2026 — CapPortfolioIQ is finally live. Some projects are hard to let go. I first started building CapPortfolioIQ (formerly CapQuant) back in 2024. At the time, infrastructure and data costs made it difficult to keep the project running, so I had to put it... Näytä enemmän Käännä
Fabio De Oliveira Vianna
Fabio De Oliveira Vianna
Portugali
2kk
A Letter to Our Copiers August 2026 There's an old idea — one I've come to believe more each year I do this — that investing is simple, but not easy. Simple, because the principles that actually work haven't changed in a hundred years: buy quality, manage your downside, let time and compounding... Näytä enemmän Käännä
Fabio De Oliveira Vianna
Fabio De Oliveira Vianna
Portugali
2kk
🚨 $ONON is down ~21% today — let's break down why 👇 On Holding just released Q2 2026 earnings, and despite genuinely strong numbers under the hood, the market punished it hard. Here's the full picture 🧵 📊 THE NUMBERS (Q2 2026) Revenue: CHF 850.3M (+13.5% reported / +21.6% constant currency)... Näytä enemmän Käännä
Fabio De Oliveira Vianna
Fabio De Oliveira Vianna
Portugali
2kk
🚀 NEW ALL-TIME HIGH! 🚀 We are officially hitting another All-Time High today! 📈🔥 As of this moment, we are up +1.1% today on top of the +9.91% overall return we closed with prior to today’s market open! 💥 Highlights of our current portfolio status: ✅ Copiers from November: Every single copier... Näytä enemmän Käännä
Fabio De Oliveira Vianna
Fabio De Oliveira Vianna
Portugali
2kk
MONEY DOESN'T DISAPPEAR. IT FOLLOWS THE PATH OF OUR CHOICES. The image sparked an interesting discussion. Several people pointed out that it doesn't account for taxes. That's a fair observation, but it misses the actual point. Before we even decide how to spend our money, a meaningful share... Näytä enemmän Käännä
Fabio De Oliveira Vianna
Fabio De Oliveira Vianna
Portugali
2kk
📊 Market Briefing: The Big Tech AI Split & The Fed's Tightrope Walk The markets are closing out July with a masterclass in market divergence. While macro indicators show cooling inflation and central banks hold firm on rates, Wall Street has shifted its lens from how much companies are spending... Näytä enemmän Käännä
Fabio De Oliveira Vianna
Fabio De Oliveira Vianna
Portugali
2kk
📊 Fundamental Analysis: Adidas ($ADS.DE) vs. Nike ($NKE) — Breakdown of the 17% Dip The sportswear market experienced significant volatility following Adidas ($ADS.DE) releasing its Q2 financial results. Despite delivering record quarterly revenue, the stock plunged as much as 17% to 18% in intraday... Näytä enemmän Käännä
Fabio De Oliveira Vianna
Fabio De Oliveira Vianna
Portugali
2kk
📈 Outperforming the Market: Navigating Tech Volatility & Realizing Tactical Wins While global markets weathered a sharp sell-off yesterday led by semiconductor recalibrations and tech profit-taking, our structured swing-trading strategy delivered positive alpha. Despite broader market weakness,... Näytä enemmän Käännä
Fabio De Oliveira Vianna
Fabio De Oliveira Vianna
Portugali
2kk
📊 Weekly Market Digest: The Kimi K3 Shock, AI Valuations & Commodity Resiliency Global markets faced notable headwinds last week, driven by a sharp recalibration in technology valuations, ongoing geopolitical risk premiums, and broader macro repositioning. Below is an executive breakdown of the... Näytä enemmän Käännä

Tietoa Fabio De Oliveira Vianna
Portugali
Strategia: Monistrategia

Snowball dividends using REITs and value companies.
Näytä pitkä esittely Käännä
25 Kopioijat
1.4K Seuraajat

Samankaltaiset kauppiaat

Äskettäin käyty kauppaa

WY
WY
Suljettu•09/10/26, 19:53
▴1.20%
V/T
PEP
PEP
Avattu•09/10/26, 19:04
▴-0.07%
V/T
ABR
ABR
Avattu•09/10/26, 15:40
▴-3.38%
V/T
ABR
ABR
Suljettu•09/10/26, 15:40
▴2.43%
V/T
WPC
WPC
Avattu•09/10/26, 15:31
▴0.75%
V/T