Alejandro Jimenez Rico - Popular Investor

Alejandro Jimenez Rico @MrKnoot

Rendimento
0% Rendimento
Tutti

2026

2025

2024

2023

2022

2021

2020

2019

39.5%0%-39.5%

Rendimento da inizio anno 10.19%

Rendimento a 2 anni 63.25%

Punteggio di rischio medio (ultimi 7 giorni)

Settimane in profitto 52.73%

Opinioni

Alejandro Jimenez Rico

Regno Unito

1me

𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰 𝗮𝗻𝗻𝗼𝘂𝗻𝗰𝗲𝘀 𝗠𝘆𝘁𝗵𝗼𝘀, 𝘀𝗵𝗮𝗸𝗶𝗻𝗴 𝘁𝗵𝗲 𝘄𝗵𝗼𝗹𝗲 𝗖𝘆𝗯𝗲𝗿𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗹𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲 Anthropic, the company behind Claude, just announced Mythos. Their new frontier model ranks way above Opus 4.6 (and GPT 5.4 Pro, if we're to trust indirect reports)... Mostra di più Traduci

Alejandro Jimenez Rico

Regno Unito

2mo

Nobody seems to know how to properly value a company like $BN.US (Brookfield Corp) - Which is why it remains undervalued and why it remains such a good opportunity for those who do know how to value it. The first mistake with Brookfield is to value it like a normal stock. A simple P/E ratio is not... Mostra di più Traduci

BN.US

Brookfield Corp

45.53

-1.99 (-4.19%)

Alejandro Jimenez Rico

Regno Unito

2mo

$AAPL (Apple) launching “Apple Business” right after blowing up the low-end laptop market with the Neo might be one of the biggest existential threats to $MSFT (Microsoft) core business since $GOOG (Alphabet) launched Docs. As always, everything will depend on execution. But as far as strategy goes,... Mostra di più Traduci

Alejandro Jimenez Rico

Regno Unito

3mo

🏪 𝗥𝗘𝗔𝗟𝗧𝗬 𝗜𝗡𝗖𝗢𝗠𝗘: 𝗧𝗛𝗘 "𝗕𝗢𝗥𝗜𝗡𝗚" 𝗗𝗜𝗩𝗜𝗗𝗘𝗡𝗗 𝗦𝗧𝗢𝗖𝗞 𝗧𝗛𝗔𝗧 𝗝𝗨𝗦𝗧 𝗛𝗜𝗧 𝗔 𝟱𝟮-𝗪𝗘𝗘𝗞 𝗛𝗜𝗚𝗛 For the past two years, Realty Income ($O (Realty Income Corp)) was the stock everyone loved to ignore. A $60B+ net-lease REIT, 15,500+ properties, 668 consecutive... Mostra di più Traduci

Alejandro Jimenez Rico

Regno Unito

3mo

When it comes to AI's impact on jobs and the economy, I’m reminded people overestimate what happens in a year and underestimate what happens in ten. The stock market overreacted to, and then undervalued the internet. Tech was overvalued in the 90s, severely undervalued in the 00s, and then it... Mostra di più Traduci

Alejandro Jimenez Rico

Regno Unito

4mo

𝗚𝗼𝗼𝗴𝗹𝗲 𝗜𝘀 𝗪𝗶𝗻𝗻𝗶𝗻𝗴 𝘁𝗵𝗲 𝗔𝗜 𝗪𝗮𝗿. 𝗧𝗵𝗮𝘁 𝗠𝗶𝗴𝗵𝘁 𝗕𝗲 𝘁𝗵𝗲 𝗣𝗿𝗼𝗯𝗹𝗲𝗺. $GOOG (Alphabet) went from being "disrupted" by ChatGPT to genuinely winning the AI race. Gemini grew from 5% to over 20% of GenAI traffic in twelve months, while ChatGPT dropped from 87% to... Mostra di più Traduci

Alejandro Jimenez Rico

Regno Unito

5mo

🚗 𝗧𝗵𝗲 𝗨𝗯𝗲𝗿 𝗔𝗩 𝗕𝘂𝗹𝗹 𝗖𝗮𝘀𝗲 𝗛𝗮𝘀 𝗮 𝗛𝗼𝗹𝗲 𝗶𝗻 𝗜𝘁. The hottest debate in mobility investing isn’t about $UBER (Uber Technologies Inc.)’s take rates. It’s about whether autonomous vehicles will destroy the company or supercharge it. The bull case sounds elegant: Uber trades “dirty”... Mostra di più Traduci

Alejandro Jimenez Rico

Regno Unito

5mo

👔 𝗜𝗻𝗱𝗶𝘁𝗲𝘅 𝗝𝘂𝘀𝘁 𝗗𝗿𝗼𝗽𝗽𝗲𝗱 𝗮 𝗠𝗮𝘀𝘁𝗲𝗿𝗰𝗹𝗮𝘀𝘀 𝗶𝗻 𝗠𝗮𝗿𝗴𝗶𝗻𝘀. Be honest, when you think "fast fashion", you don't think "luxury-tier gross margins." And yet here we are. Amancio's creation just reported Q3 2025 numbers that have analysts comparing... Mostra di più Traduci

Alejandro Jimenez Rico

Regno Unito

6mo

Zuckerberg's message to $META (Meta Platforms Inc) stuff post-earnings is pretty clear: "Even if we're wrong about our AI investments, we won't go bankrupt." He couldn't be more clear than that. While unprofitable start-ups like OpenAI and Anthropic really risk bankruptcy if... Mostra di più Traduci

Alejandro Jimenez Rico

Regno Unito

6mo

🍎 𝗔𝗽𝗽𝗹𝗲 𝗷𝘂𝘀𝘁 𝗵𝗶𝘁 $𝟰 𝘁𝗿𝗶𝗹𝗹𝗶𝗼𝗻. 𝗪𝗵𝗮𝘁'𝘀 𝗱𝗿𝗶𝘃𝗶𝗻𝗴 𝘁𝗵𝗶𝘀? $AAPL (Apple) just crossed $4T in market cap. Despite the lack of Apple Intelligence. Despite being "slow on AI". Despite all criticisms. Apple just delivered record earnings. Again. Here's the... Mostra di più Traduci