Andrea Marcon
Andrea Marcon @AndreaMarcon16

Performance
All

5.03%2025
2025
0.69%2024
2024
6.08%2023
2023
7.86%2022
2022
17.64%2021
2021
-2.17%2020
2020
17.6%0%-17.6%
Discussions
Andrea Marcon
Switzerland
9m
๐Ÿ“Š ๐—™๐—ฒ๐—ฏ๐—ฟ๐˜‚๐—ฎ๐—ฟ๐˜† ๐—ฅ๐—ฒ๐˜ƒ๐—ถ๐—ฒ๐˜„ / ๐— ๐—ผ๐—ป๐˜๐—ต๐—น๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ Dear Copiers & Followers, ๐Ÿ“ˆ February proved to be a ๐—ฐ๐—ต๐—ฎ๐—น๐—น๐—ฒ๐—ป๐—ด๐—ถ๐—ป๐—ด ๐—บ๐—ผ๐—ป๐˜๐—ต ๐—ณ๐—ผ๐—ฟ ๐—ด๐—น๐—ผ๐—ฏ๐—ฎ๐—น ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐˜€, with the $SPX500 recording a -1.87% following growing tariff & trade war concerns. The portfolio was also... Show More
Andrea Marcon
Switzerland
10m
๐Ÿ“Š ๐‹๐ž๐ญโ€™๐ฌ ๐ญ๐š๐ค๐ž ๐š ๐ฅ๐จ๐จ๐ค ๐š๐ญ ๐—•๐—–๐—– ๐š๐ง๐ ๐ข๐ญ๐ฌ ๐Ÿ๐ฎ๐ง๐๐š๐ฆ๐ž๐ง๐ญ๐š๐ฅ๐ฌ (short analysis) ๐–๐ก๐š๐ญ ๐“๐ก๐ž๐ฒ ๐ƒ๐จ: $BCC (Boise Cascade Company) is a US-based producer of ๐—ฒ๐—ป๐—ด๐—ถ๐—ป๐—ฒ๐—ฒ๐—ฟ๐—ฒ๐—ฑ ๐˜„๐—ผ๐—ผ๐—ฑ ๐—ฝ๐—ฟ๐—ผ๐—ฑ๐˜‚๐—ฐ๐˜๐˜€ (๐—˜๐—ช๐—ฃ) ๐—ฎ๐—ป๐—ฑ ๐—ฝ๐—น๐˜†๐˜„๐—ผ๐—ผ๐—ฑ, generating a majority of its revenue from... Show More
Andrea Marcon
Switzerland
10m
๐Ÿ“Š ๐—๐—ฎ๐—ป๐˜‚๐—ฎ๐—ฟ๐˜† ๐—ฅ๐—ฒ๐˜ƒ๐—ถ๐—ฒ๐˜„ / ๐— ๐—ผ๐—ป๐˜๐—ต๐—น๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ Dear Copiers & Followers, ๐Ÿ“ˆ 2024 started off on the right foot, with the portfolio closing the month of January at a solid +๐Ÿญ.๐Ÿต๐Ÿฒ% ๐—ด๐—ฎ๐—ถ๐—ป. ๐— ๐—ฎ๐—ท๐—ผ๐—ฟ ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—บ๐—ผ๐˜ƒ๐—ฒ๐—ฟ๐˜€ for us in January included: โ—พ $CPRI (Capri Holdings... Show More
Andrea Marcon
Switzerland
11m
๐—” ๐—ฌ๐—ฒ๐—ฎ๐—ฟ ๐—œ๐—ป ๐—ฅ๐—ฒ๐˜ƒ๐—ถ๐—ฒ๐˜„, ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฐ ๐Ÿ” Dear Copiers & Followers, As we head into 2025, I thought I would write a longer post looking-back at the last year. ๐—•๐˜‚๐˜ ๐—ณ๐—ถ๐—ฟ๐˜€๐˜, ๐—ฎ ๐—ณ๐—ฒ๐˜„ ๐˜„๐—ผ๐—ฟ๐—ฑ๐˜€ ๐—ผ๐—ป ๐˜๐—ต๐—ฒ ๐—บ๐—ผ๐—ป๐˜๐—ต ๐—ผ๐—ณ ๐——๐—ฒ๐—ฐ๐—ฒ๐—บ๐—ฏ๐—ฒ๐—ฟ... Despite having a solid track-record as a generally... Show More
Andrea Marcon
Switzerland
1y
๐Ÿ“Š๐—ก๐—ผ๐˜ƒ๐—ฒ๐—บ๐—ฏ๐—ฒ๐—ฟ ๐—ฅ๐—ฒ๐˜ƒ๐—ถ๐—ฒ๐˜„ / ๐— ๐—ผ๐—ป๐˜๐—ต๐—น๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ Dear Copiers & Followers, ๐Ÿ“ˆ November was an ๐—ฝ๐—ผ๐˜€๐—ถ๐˜๐—ถ๐˜ƒ๐—ฒ month for the portfolio, recording a solid +๐Ÿญ.๐Ÿฒ๐Ÿฐ% ๐—ด๐—ฎ๐—ถ๐—ป, bringing our ๐—ฌ๐—ง๐—— ๐—ฝ๐—ฒ๐—ฟ๐—ณ๐—ผ๐—ฟ๐—บ๐—ฎ๐—ป๐—ฐ๐—ฒ ๐˜‚๐—ฝ ๐˜๐—ผ +๐Ÿฏ.๐Ÿญ๐Ÿฌ% as of December 1st. We took the opportunity presented... Show More
Andrea Marcon
Switzerland
1y
๐Ÿ“Š๐—ข๐—ฐ๐˜๐—ผ๐—ฏ๐—ฒ๐—ฟ ๐—ฅ๐—ฒ๐˜ƒ๐—ถ๐—ฒ๐˜„ / ๐— ๐—ผ๐—ป๐˜๐—ต๐—น๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ Dear Copiers & Followers, ๐Ÿ“ˆ ๐—ข๐—ฐ๐˜๐—ผ๐—ฏ๐—ฒ๐—ฟ was an underwhelming month for the major market indices, with the $SPX500 ๐—ฟ๐—ฒ๐—ฐ๐—ผ๐—ฟ๐—ฑ๐—ถ๐—ป๐—ด ๐—ฎ ๐Ÿฌ.๐Ÿต๐Ÿต% ๐—น๐—ผ๐˜€๐˜€. Similarly, the portfolio also saw a modest decrease, recording a ๐Ÿฌ.๐Ÿณ๐Ÿด% ๐—น๐—ผ๐˜€๐˜€... Show More
Andrea Marcon
Switzerland
1y
๐Ÿ“Š๐—ฆ๐—ฒ๐—ฝ๐˜๐—ฒ๐—บ๐—ฏ๐—ฒ๐—ฟ ๐—ข๐˜ƒ๐—ฒ๐—ฟ๐˜ƒ๐—ถ๐—ฒ๐˜„ / ๐— ๐—ผ๐—ป๐˜๐—ต๐—น๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ Dear Copiers & Followers, ๐Ÿ“ˆ ๐—ฆ๐—ฒ๐—ฝ๐˜๐—ฒ๐—บ๐—ฏ๐—ฒ๐—ฟ was a ๐—ฝ๐—ผ๐˜€๐—ถ๐˜๐—ถ๐˜ƒ๐—ฒ ๐—บ๐—ผ๐—ป๐˜๐—ต ๐—ณ๐—ผ๐—ฟ ๐˜๐—ต๐—ฒ ๐—ฝ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ, with it recording a +๐Ÿฌ.๐Ÿณ๐Ÿฎ% ๐—ด๐—ฎ๐—ถ๐—ป - a pleasant surprise considering September's historical reputation as... Show More
Andrea Marcon
Switzerland
1y
๐Ÿ“Š๐—”๐˜‚๐—ด๐˜‚๐˜€๐˜ ๐—ข๐˜ƒ๐—ฒ๐—ฟ๐˜ƒ๐—ถ๐—ฒ๐˜„ / ๐— ๐—ผ๐—ป๐˜๐—ต๐—น๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ Dear Copiers & Followers, As September begins, I thought I would write a ๐™จ๐™๐™ค๐™ง๐™ฉ ๐™ข๐™ค๐™ฃ๐™ฉ๐™๐™ก๐™ฎ ๐™ช๐™ฅ๐™™๐™–๐™ฉ๐™š post as always... ๐Ÿ“ˆ August was a ๐—ป๐—ฒ๐˜‚๐˜๐—ฟ๐—ฎ๐—น ๐—บ๐—ผ๐—ป๐˜๐—ต ๐—ณ๐—ผ๐—ฟ ๐˜๐—ต๐—ฒ ๐—ฝ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ, recording a minor +๐Ÿฌ.๐Ÿฌ๐Ÿด%... Show More
Andrea Marcon
Switzerland
1y
๐Ÿ“Š ๐—๐˜‚๐—น๐˜† ๐—ข๐˜ƒ๐—ฒ๐—ฟ๐˜ƒ๐—ถ๐—ฒ๐˜„ / ๐— ๐—ผ๐—ป๐˜๐—ต๐—น๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ Dear Copiers & Followers, As we head into our first full week of ๐—”๐˜‚๐—ด๐˜‚๐˜€๐˜, I thought I would write a ๐™จ๐™๐™ค๐™ง๐™ฉ ๐™ข๐™ค๐™ฃ๐™ฉ๐™๐™ก๐™ฎ ๐™ช๐™ฅ๐™™๐™–๐™ฉ๐™š post as always... ๐Ÿ“ˆ July was a ๐—ฝ๐—ผ๐˜€๐—ถ๐˜๐—ถ๐˜ƒ๐—ฒ ๐—บ๐—ผ๐—ป๐˜๐—ต ๐—ณ๐—ผ๐—ฟ ๐˜๐—ต๐—ฒ ๐—ฝ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ,... Show More
Andrea Marcon
Switzerland
1y
๐Ÿ“Š ๐—๐˜‚๐—ป๐—ฒ ๐—ข๐˜ƒ๐—ฒ๐—ฟ๐˜ƒ๐—ถ๐—ฒ๐˜„ / ๐— ๐—ผ๐—ป๐˜๐—ต๐—น๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ Dear Copiers & Followers, As we end the first trading week of July, I thought I would write a ๐™จ๐™๐™ค๐™ง๐™ฉ ๐™ข๐™ค๐™ฃ๐™ฉ๐™๐™ก๐™ฎ ๐™ช๐™ฅ๐™™๐™–๐™ฉ๐™š post as always... ๐Ÿ“ˆ June was a ๐—ป๐—ฒ๐—ด๐—ฎ๐˜๐—ถ๐˜ƒ๐—ฒ ๐—บ๐—ผ๐—ป๐˜๐—ต ๐—ณ๐—ผ๐—ฟ ๐˜๐—ต๐—ฒ portfolio, with a ๐—บ๐—ผ๐—ฑ๐—ฒ๐—ฟ๐—ฎ๐˜๐—ฒ... Show More

About Andrea Marcon
Switzerland
Strategy: Value

Mid/Long-term Value Investing Focus on US and Europe 3-Year Performance: +31.58%
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54 Copiers
7.7K Followers

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