Alexandros Dimitriou
Alexandros Dimitriou @alexdemetriou

Performance
All

44.92%2025
2025
32.45%2024
2024
53.24%2023
2023
-39.37%2022
2022
-1.66%2021
2021
-80.68%2020
2020
80.7%0%-80.7%
Alexandros Dimitriou
Edited
After reviewing the Q3 results, I increased my position at c.121 as the company continues to operate as a cash machine $PDD (PDD Holdings Inc - ADR) is now sitting on roughly 60B in cash with zero debt. On a net basis, the enterprise value is around 120B, which implies an EV/FCF of about 4.5x
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PDD
PDD Holdings Inc - ADR
117.46
0.80 (0.68%)
Alexandros Dimitriou
Appleโ€™s iPhone business alone makes more than Bank of America or Meta Even its smaller segments, like Services or Wearables, rival Target and Starbucks in revenue Portfolio of billion-dollar businesses $AAPL (Apple) Source: The Compound
Alexandros Dimitriou
๐‡๐จ๐ฐ ๐ฉ๐š๐ฌ๐ฌ๐ข๐ฏ๐ž ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐ข๐ง๐  ๐๐ข๐ฌ๐ญ๐จ๐ซ๐ญ๐ฌ ๐ฆ๐š๐ซ๐ค๐ž๐ญ๐ฌ ๐š๐ง๐ ๐Ÿ๐ฎ๐ž๐ฅ๐ฌ ๐š ๐ฉ๐จ๐ญ๐ž๐ง๐ญ๐ข๐š๐ฅ ๐›๐ฎ๐›๐›๐ฅ๐ž I want to talk about something that almost no one is talking about โ€“ please read. This post follows my previous one, as some investors misunderstood a few key points. I spent... Show More
Alexandros Dimitriou
"๐‰๐ฎ๐ฌ๐ญ ๐›๐ฎ๐ฒ ๐ญ๐ก๐ž ๐’&๐๐Ÿ“๐ŸŽ๐ŸŽ" That advice has worked perfectly - until now. Below are my thoughts on passive investing in the S&P 500. The $SPX500 no longer reflects the broader market and passive investing in it may now be creating its own risk. Of course, buying the S&P... Show More
Alexandros Dimitriou
Edited
๐–๐ก๐š๐ญ ๐š๐ง ๐ข๐ง๐œ๐ซ๐ž๐๐ข๐›๐ฅ๐ž ๐ž๐ฏ๐ž๐ง๐ญ! Feeling truly grateful to have attended the eToro PI Summit The best part of this event was without a doubt the community Meeting people from all over the world, with different cultures, ideas, and different investing approaches was an amazing experience It... Show More
Alexandros Dimitriou
First day at the eToro Popular Investor Summit! Great to connect with investors from around the world.
Alexandros Dimitriou
Most institutional investors and hedge funds have been net sellers, missing a significant portion of the ongoing bull market In contrast, private clients, including retail investors, high-net-worth individuals, and some family offices have been consistently buying throughout the rally $SPX500 $NSDQ100... Show More
Alexandros Dimitriou
With the CAPE ratio now above 40x (long-term average ~18x), it may be time to rethink how much exposure investors should keep in one region. Thoughts ? $SPX500 $DJ30 $NSDQ100 $GOLD $RTY
Alexandros Dimitriou
Since 1990, the S&P 500 has averaged 31 days per year with declines of 1% or more Reminding us that market pullbacks are a normal part of investing Source: A wealth of common sense $SPX500 $DJ30 $NSDQ100 $GOLD $RTY
Alexandros Dimitriou
Both stocks and gold are booming this decade Something markets havenโ€™t seen in modern history $SPX500 $GOLD

About Alexandros Dimitriou
Cyprus
Strategy: Event Driven

- Bringing institutional and disciplined investing to retail investors - CFA L3 candidate
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