Andre De Jesus Ferreira dos Santos - eToro Popular Investor

Andre De Jesus Ferreira dos Santos @LongTheWorld

Performance
0% Return
All

2026

2025

2024

2023

2022

2021

2020

20.6%0%-20.6%

Return YTD 5.44%

Return 2Y 12.51%

Avg. Risk Score (last 7D)

Profitable Weeks 54.55%

Discussions

Andre De Jesus Ferreira dos Santos

Switzerland

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

Switzerland

15d

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

Switzerland

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

Switzerland

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

Switzerland

The $PLYM (Plymouth Industrial REIT Inc) 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... Show More

Plymouth Industrial REIT Receives Unsolicited, Non-Binding Acquisition Proposal

ir.plymouthreit.com

BOSTON, Aug. 19, 2025 (GLOBE NEWSWIRE) -- Plymouth Industrial REIT, Inc. (NYSE: PLYM) (the “Company” or “Plymouth”) today announced that…...

Andre De Jesus Ferreira dos Santos

Switzerland

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

Switzerland

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

Andre De Jesus Ferreira dos Santos

Switzerland

Why Oil Prices Haven’t Surged Due to the Iran Situation? A big reason is that Iran does not export that much, it's a global producer but it consumes a lot of that production. It could disrupt trade in the Strait of Hormuz where 20% of oil passes though, that would however affect its relations with... Show More

OIL

58.62

-0.07 (-0.12%)

Andre De Jesus Ferreira dos Santos

Switzerland

TSMC Arizona Relocation from Taiwan Is Driving Nvidia Production Costs and Nvidia raised graphics card prices to keep profit margins stable Distributors and retailers seem to be holding off on passing those extra costs on to buyers, at least for now. In Europe we haven’t really seen big bumps , probably... Show More

Andre De Jesus Ferreira dos Santos

Switzerland

Atlas Energy Solutions Announces First Quarter 2025 Results $AESI (AESI Holdings Inc) , the company with the biggest weight on the portfolio had its earnings and the market didnt like it. I think the biggest reason is the Net income of $1.2 million , down significantly from $26 million, however part... Show More