David Jean gabriel Noiret
David Jean gabriel Noiret @DavidNoiret

Performance
All

16.55%2025
2025
34.87%2024
2024
48.03%2023
2023
-35.18%2022
2022
-2.19%2021
2021
0%2020
2020
0%2019
2019
0%2018
2018
1.75%2017
2017
-17.73%2016
2016
-3.56%2015
2015
-18.50%2014
2014
-5.55%2013
2013
48.0%0%-48.0%
Discussions
David Jean gabriel Noiret
France
21d
What a nice day for the porfolio ! Great monday to start the week. $MELI (MercadoLibre Inc) is now at an interesting valuation so I opened a position. 33% revenues growth with a 50 PE ratio and rougly 4.8 P/S ratio is something you don't want to miss. Especialy when the company is profitable... Show More
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MELI
MercadoLibre Inc
2056.91
8.02 (0.39%)
David Jean gabriel Noiret
France
1m
This week in particular : - FICO’s stock surge as it cuts out credit bureaus in a direct sale plan $SPX500 $DJ30 $NSDQ100 My top 5 performers last week (2025) : + 19.95 % for the portfolio YTD 1) FICO +19.27 % 2) ASML + 8.71 % 3) TSMC + 6.91 % 4) NVIDIA + 5.29 % 5) NOVA + 4.91 % My average... Show More
David Jean gabriel Noiret
France
2m
What a great day for $FICO (Fair Isaac Corporation) ! Great ecosystems has great chances to get even better with time. FICO is doing exactlly that by passing by the middleman in its business in order to give valued directly to their final customer.
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FICO
Fair Isaac Corporation
1738.75
4.10 (0.24%)
David Jean gabriel Noiret
France
2m
This week in particular : - DUOLINGO is making its comeback and it seems a bottom has been reached - TEXAS PACIFC LAND is still under 1 000$ and currently valued at a 45 PE (compared to its previous 60 PE) it could be an interesting entry point for an oil stock play $SPX500 $DJ30 $NSDQ100 My... Show More
David Jean gabriel Noiret
France
3m
To my copiers : Some adjustements has been made to the portfolio to focus more on growth. Some positions has been solded like $COSTCO $MSCI (MSCI Inc) $CINTAS and $RMS.PA (Hermes International) . Their quality didn't change but the growth slow down a bit which is a problem and for the most part... Show More
David Jean gabriel Noiret
France
3m
This week in particular : - BIG GREEN WEEK with a 3.93 % gain from the NASDAQ 100 and 2.65 % for the S&P500. The french market stays flat as the luxury sector continues to suffer. $SPX500 $DJ30 $NSDQ100 $FRA40 My top 5 performers last week (2025) 1) LEMAITRE VASCULAR + 13.59 % 2) ARISTA... Show More
David Jean gabriel Noiret
France
4m
Xi Jinping make an annoncement about the possibility that China could invade Taiwan at any moment. That claim has already been made countless times. Could it be different this time ? I don’t know to be honest but it could fuel some volatility next week and after. Just imagine the impact if it should... Show More
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TSM
Taiwan Semiconductor Manufacturing Co Ltd - ADR
285.67
0.85 (0.30%)
David Jean gabriel Noiret
France
4m
This week in particular : - BIG RED WEEK for the market with most names in sell-off mode. Some companies still performed but it is an exception. If the market should continue, it should provide great entry points $SPX500 $DJ30 $NSDQ100 $FRA40 My top 5 performers last week (2025) 1) ARISTA... Show More
David Jean gabriel Noiret
France
5m
Edited
The portfolio withstand market pressure and now the market sentiment have improved ! Of course, it could change with geopolitical concerns but the market overall is still bullish for now. This week in particular : - Iran/Isreal war is softening - US economy is in great shape (but what about rate cuts... Show More
David Jean gabriel Noiret
France
5m
Want to invest but don’t have a clear target in mind ? Use a compound interest calculator. Put the numbers : - starting capital - income invested per month - returns expected with your portfolio - 10 years and see what got, you'll be suprised Don't hesitate to follow me X to get more updates... Show More

About David Jean gabriel Noiret
France
Strategy: Growth

Portfolio around 30 stocks Fundamental analysis Dividend growth DCA
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24 Copiers
564 Followers

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