Shweta Das
Shweta Das @digging4alpha

Performance
All

1.68%2026
2026
12.97%2025
2025
13.0%0%-13.0%
Discussions
Shweta Das
@digging4alpha
Germany
9mo
www.investors.com/news/technology/inmode-stock-takeover-offer-rumor/ Here’s my take on the InMode news. InMode has proved to be a classic value trap. The numbers always looked good on paper - strong free cash flow, solid balance sheet - but management never really inspired confidence, and growth kept... Show More
Shweta Das
@digging4alpha
Germany
11mo
Edited
Monthly Portfolio Update - Nov-25 I continued a disciplined execution and kept the risk score firmly at 3. Strict risk control remains central to this portfolio’s philosophy, and maintaining that stability is what enables consistent long-term returns. Google $GOOG (Alphabet) has been the standout story... Show More
Shweta Das
@digging4alpha
Germany
12mo
Added $GTT.PA (Gaztransport et Technigaz SA) (Gaztransport & Technigaz) to the portfolio. It is a high-quality compounder well positioned to benefit from the sustained global demand for LNG infrastructure and the energy transition in my view. The company holds a near monopoly in cryogenic membrane... Show More
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GTT.PA
Gaztransport et Technigaz SA
213.20
-2.40 (-1.11%)
Shweta Das
@digging4alpha
Germany
1y
Edited
Google still priced for doom in this boom market? I think it's a bargain. $GOOG (Alphabet) is now the largest holding in the portfolio for good reasons. Despite being the most profitable company in the world, it trades at the lowest earnings multiple among mega-cap tech vs peers which I think is... Show More
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GOOG
Alphabet
342.68
-6.84 (-1.96%)
Shweta Das
@digging4alpha
Germany
1y
📊 Performance Discrepancy in eToro Copier Accounts – A Hidden Twist! 🧩 I've received a query about the mismatch between my eToro portfolio performance (see green line in the image 📈) and the results seen in some copier accounts. While my YTD performance stands strong at +5.95% compared to -2.22%... Show More
Shweta Das
@digging4alpha
Germany
2y
Edited
The Stock Market Panic & Trump’s Tariffs The current market meltdown triggered by Trump’s sweeping tariffs feels like déjà vu—but with higher stakes. Trump’s “Art of the Deal” philosophy, built on aggressive negotiation and zero-sum thinking, is bound to clash with the intricate realities of global... Show More
Shweta Das
@digging4alpha
Germany
2y
I decided to sell my $GOOG (Alphabet) position following the announcement of its acquisition of Wiz, even though I still believe Alphabet remains attractively valued. The acquisition is a significant strategic move aimed at bolstering Google Cloud’s cybersecurity capabilities. However, the market reaction... Show More
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GOOG
Alphabet
342.68
-6.84 (-1.96%)

About Shweta Das
Germany
Strategy: Value

Steady gains via Fundamental+technical analysis. Margin of safety. No leverage or shorts.
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7 Followers

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