Federico Cassioli
Federico Cassioli @cassio94

Performance
All

4.61%2026
2026
46.30%2025
2025
12.49%2024
2024
8.15%2023
2023
-19.89%2022
2022
-14.32%2021
2021
13.49%2020
2020
46.3%0%-46.3%
Discussions
Federico Cassioli
Federico Cassioli
Belgium
5y
I sold all my position of $PYPL (PayPal Holdings) . The company is still great and innovative but it can't assure a good return on the long term as it is now. I also reduced my position on $BRK.B (Berkshire Hathaway Inc) . Great performance on chinese $MOMO (Hello Group Inc-ADR) and $HTT (High... Show More
Federico Cassioli
Federico Cassioli
Belgium
5y
I just bought more of $INTC, I find it very cheap compared to its competitors, and it's a market that will necessarily grow in the future, having seen the actual international demand. Other portfolio components performed well in this Q: $BRK.B (Berkshire Hathaway Inc) , $EXEL (Exelixis Inc) $REGN... Show More
Federico Cassioli
Federico Cassioli
Belgium
5y
I just read that Charlie Munger bought $BABA, which now makes up 19% (160k shares) of its $197 million portfolio. It's nice to see that I'm aligned to Munger's strategy (my BABA position represents 19.3%) , at least concerning relative numbers and percentages. The guy is a value investing... Show More
Federico Cassioli
Federico Cassioli
Belgium
6y
Recently both $VRTX (Vertex Pharmaceuticals Incorporated) and $EXEL (Exelixis Inc) were added to my portfolio. Here is why: Vertex Pharmaceutical Incorporated is a healthy (current ratio = 4.33; quick ratio = 4.03 and debt to equity = 0.1) , efficient (last 4 years return on asset: 23.5%) company, with... Show More

About Federico Cassioli
Belgium
Strategy: Value

Value investing with a quant mindset
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5 Copiers
58 Followers

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