Ettore Mihaili
Ettore Mihaili @about_trading

Prestaties
Alles

0.88%2026
2026
43.96%2025
2025
55.31%2024
2024
33.86%2023
2023
-48.70%2022
2022
-13.39%2021
2021
12.25%2020
2020
55.3%0%-55.3%
Ettore Mihaili
China caput mundi? All eyes are on Trump and his oligarchs meeting with Chinese officials, the market reacted positively and then suddenly retraced as the event takes place. Why the sudden shift of mood? As usual, I believe the answer is "uncertainty". When investors don't know what's... Meer weergeven Vertalen
Ettore Mihaili
🫧 Some housekeeping 🫧 In the past months, we opened some minor positions on $FTNT (Fortinet Inc) , $DDOG (Datadog Inc) and $CRWD (Crowdstrike Holdings) . The thesis was simple: As AI hype spreads and software stocks are demolished, few key players remain irreplaceable and foundational to software... Meer weergeven Vertalen
Ettore Mihaili
$PLTR (Palantir Technologies Inc.) , 85% YoY growth but 10% stock price correction. What the hell is going on here? This behavior might sound absurd to most investors, especially after seeing stocks like $INTC (Intel) rallying 25% after a mediocre 7% revenue growth. What is the market even thinking... Meer weergeven Vertalen
Ettore Mihaili
I'm alive and still kicking. I received concerned messages both on LinkedIn and here on the platform, I'm sorry for my recent absence. Quoting Mark Twain: "rumors of my death have been greatly exaggerated". (thank you @Akatri , @Tyerhi , @CHudo8 and all the people who reached out.) I... Meer weergeven Vertalen
Ettore Mihaili
On Holdings crashed 30% this month, this deserves a honest discussion about the mid-term future of the company given our meaningful allocation The main catalysts are two: - lower growth guidance in the 23-25% range compared to 30%+ in 2025 - sudden resignation of CEO Martin Hoffman announced yesterday As... Meer weergeven Vertalen
Ettore Mihaili
I’m off to Japan for a couple weeks ✨ Expect less posts in the meantime, unless we have important things to discuss or interesting events that I want to share with you regarding the markets I’ll share some thoughts before the plane takes off, I’ll keep it general and broad since there are just some... Meer weergeven Vertalen
Ettore Mihaili
$ONON (On Holding AG) delivered, the market shaved 10% valuation. Why? It is tricky to pinpoint it to a specific reason, the short version is that the prudent guidance of 23% growth spooked investors and algorithms and Forex exchange is hitting the Net Income. While On dropped 10.5% (was -15% at some... Meer weergeven Vertalen
Ettore Mihaili
𝗡𝗼𝘁 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝗶𝘀 𝘄𝗼𝗿𝘁𝗵 𝗵𝗮𝘃𝗶𝗻𝗴 𝗮𝗻 𝗼𝗽𝗶𝗻𝗶𝗼𝗻 𝗼𝗻. I've been silent for a while, some people reached out on LinkedIn and Telegram asking me why I wasn't posting and if everything was fine. Let's address this openly. This past week has been quite eventful,... Meer weergeven Vertalen
Ettore Mihaili
Ettore Mihaili deelde een bericht gedeeld via Ettore Mihaili
Nederland
I wanted to write a well thought piece but ended up having a busy schedule. Just a quick reminder to disconnect from the media It’s not the Citrini Report, it’s not the 15% tariff, it’s not the Anthropic $IBM (International Business Machines Corporation (IBM)) ”killer” that can understand and refactor... Meer weergeven Vertalen
Ettore Mihaili
Lots of "🚨 BREAKING NEWS 🚨" in the Feed, please ignore the noise. GDP, Tariffs Ruling, bla bla bla None of this is relevant and you shouldn't be basing your investing choices on these. The delta is negligible, if anything they are increasing market uncertainty therefore its volatility.... Meer weergeven Vertalen
Ettore Mihaili
Lots of "🚨 BREAKING NEWS 🚨" in the Feed, please ignore the noise. GDP, Tariffs Ruling, bla bla bla None of this is relevant and you shouldn't be basing your investing choices on these. The delta is negligible, if anything they are increasing market uncertainty therefore its volatility.... Meer weergeven Vertalen

Over Ettore Mihaili
Nederland
Strategie: Gebeurtenisgedreven

Software Engineer using Behavioural Finance to allocate funds towards mispriced assets
Volledige biografie weergeven Vertalen
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