Andre De Jesus Ferreira dos Santos
Andre De Jesus Ferreira dos Santos @LongTheWorld

Performance
All

8.88%2026
2026
-7.64%2025
2025
15.52%2024
2024
3.90%2023
2023
-14.02%2022
2022
14.15%2021
2021
20.58%2020
2020
20.6%0%-20.6%
Andre De Jesus Ferreira dos Santos
Anyone with stuck orders? I have sold some positions and I have yet to see my balance updated, orders got filled and its on the history page but no money back . I also have buy orders at market that are stuck, can't cancel , and the market price has shifted a few %s already, but they are still unfulfilled... Show More
Andre De Jesus Ferreira dos Santos
Apparently RTH stocks have more risk than 24 / 5 stocks. The risk measure in etoro has always been a bit misleading because it's actually volatility but I guess no one cares about that part. But the new introduction of the RTH and 24 / 5 system added a new layer to this. I got the same stock on... Show More
Andre De Jesus Ferreira dos Santos
Sometimes during hypes I randomly add companies to my alert list with target prices for a 99% drop, and from time to time one hits. At its peak $TDOC (Teladoc Health Inc) hit $42B in marketcap , lots of hype at the time , now it finally hit my price target and its under $1B , it seems no one cares about... Show More
Andre De Jesus Ferreira dos Santos
I find myself checking $SWKS (Skyworks Solutions) again because despite the merge I didnt remove it from my list. Two Months ago when the merger was announced I took my profits at $86 dollars and one odd thing I noticed was that both stocks went up on the news. Usually the “buyer” or the biggest stock... Show More
Andre De Jesus Ferreira dos Santos
This year has not been the best for our portfolio. The 2 biggest positions $AESI (AESI Holdings Inc) and $ARE (Alexandria Real Estate Equities Inc) are both significantly down, with $AESI having a -57% YoY and $ARE -51% YoY. Particularly for $ARE in December there was a flow of news, from a dividend... Show More
Andre De Jesus Ferreira dos Santos
So $O (Realty Income Corp) was one of my favourite REITs in the past, however in the last few years it has shifted its core business a lot and it has added a lot of geographic diversification in Europe making it not as stable as it was in the past. It has also doubled its market cap in the last 6 years... Show More
Andre De Jesus Ferreira dos Santos
Occidental Petroleum sells OxyChem to its largest shareholder Berkshire Hathaway On October 2, 2025, Occidental Petroleum (OXY) announced the sale of its chemicals division, OxyChem, to Berkshire Hathaway for $9.7 billion in cash, with the transaction expected to close in Q4 2025 pending approvals.... Show More
Andre De Jesus Ferreira dos Santos
The $PLYM merger arbitrage: Sixth Street’s $24.10/share + $0.24 dividend ($24.34 total) offer remains non-binding, with no board decision yet—3 weeks post-announcement. Spread’s narrowed to ~9.4% (stock ~$22), suggesting growing confidence, but downside risk persists at 30% ($15 range if deal fails),... Show More
Andre De Jesus Ferreira dos Santos
Atlas Energy Solutions, our biggest holding has announced Second Quarter 2025 Results The business is stable and so are sales, The Dune Express is now fully operational and some past acquisitions like the Power segment are starting to emerge, but there is yet another acquisition , this time PropFlow... Show More
Andre De Jesus Ferreira dos Santos
Big Tech or Big Spend? What used to be a low assets business model has turned into a massive investment spree by big Tech , mainly Datacenters and AI investments. This year, analysts expect Meta to spend $67 billion on CapEx, or 36% of estimated revenue. Meanwhile money keeps flowing to the semi conductor... Show More

About Andre De Jesus Ferreira dos Santos
Switzerland
Strategy: Multi-Strategy

Focused on creating value.
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1.5K Followers