𝐒𝐮𝐛𝐣𝐞𝐜𝐭: 𝐋𝐚𝐭𝐞𝐬𝐭 𝐍𝐚𝐠𝐚𝐫𝐫𝐨 𝐧𝐞𝐰𝐬
One of our major positions, which we started building in April 2026 due to its significant discount to fair value, has surprised us in a very short period of time.
$NA9.DE (NAGARRO SE) has entered a very interesting phase for investors: a confirmed... Vis flere Oversett
𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗥𝗲𝗰𝗮𝗽: 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 𝗮𝗻𝗱 𝗠𝗮𝗿𝗸𝗲𝘁 𝗣𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲
March delivered a +0.64% return, bringing our Year-to-Date (YTD) performance to just over +3%. While we are currently underperforming the S&P 500, which posted a +7.76% gain over the same period,... Vis flere Oversett
Week Ahead – Market Update
Geopolitical uncertainty in the Middle East persists, as a final agreement remains unresolved due to the number of stakeholders involved and ongoing divergences between them.
On the portfolio side, I have taken profits on several small-cap tech positions. Our entries were... Vis flere Oversett
𝘼𝙇𝙀𝙍𝙏 𝙎𝙔𝙎𝙏𝙀𝙈:
As part of my investment strategy and the way I operate in financial markets, I rely on an alert system.
How does this system work for me? I set price alerts for specific assets so I am notified when they reach certain levels. This system works for both low and high price thresholds.
Why... Vis flere Oversett
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