Manfred Fellin
Manfred Fellin @Manfred_Fellin

Performance
All

9.17%2026
2026
26.42%2025
2025
25.54%2024
2024
11.35%2023
2023
-30.73%2022
2022
-13.19%2021
2021
30.7%0%-30.7%
Discussions
Manfred Fellin
Manfred Fellin
Italy
8mo
$2600.HK (Aluminum Corp of China Ltd H) represents a strategic long-term exposure to global aluminum, a market structurally dominated by China. Long term opportunities: β€’ China produces ~60% of global aluminum supply, giving Chinese producers a decisive influence on global pricing β€’ Aluminum Corp of... Show More
Manfred Fellin
Manfred Fellin
Italy
10mo
$BMRN (BioMarin Pharmaceutical Inc) !!
Not investment advice. The author may have financial interests in the mentioned instruments.
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BMRN
BioMarin Pharmaceutical Inc
57.18
-1.26 (-2.16%)
Manfred Fellin
Manfred Fellin
Italy
11mo
Edited
$GMED (Globus Medical Inc) β€” I risultati positivi del Q3 fanno schizzare il titolo a +30% e il portafoglio ne beneficia πŸ©ΊπŸ“ˆ. - Ricavi record a 769M$ (+22,9% a/a) e EPS non-GAAP a 1,18$ (+42,6%). - Free Cash Flow record di 213,9M$ (OCF 249,7M$): forte conversione utili-cassa. - Guidance 2025 alzata:... Show More Translate
Manfred Fellin
Manfred Fellin
Italy
1y
$RGTI (Rigetti Computing Inc) trade closed yesterday with 92.3% profit. What should have I done?
Not investment advice. The author may have financial interests in the mentioned instruments.
Hold
100.00%
Close
100.00%
Buy more
100.00%
153 Votes
Manfred Fellin
Manfred Fellin
Italy
1y
$DAN.MI (Danieli & C. Officine Meccaniche S.p.A) belle notizie e un bel boost al portafoglio! Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
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DAN.MI
Danieli & C. Officine Meccaniche S.p.A
49.24
0.54 (1.11%)
Manfred Fellin
Manfred Fellin
Italy
1y
Recent additions to the portfolio in the last month with standard portfolio weight (1-3%): - $TKO (TKO Group Holdings Inc) - $GMED (Globus Medical Inc) - $LLYVK (Liberty Live Holdings Inc-C) - $BMRN (BioMarin Pharmaceutical Inc) We'll see if they make us keep outperforming $SPX500 without crypto... Show More
Manfred Fellin
Manfred Fellin
Italy
2y
"Don't Panic, listen do Dannic" used to say one of my favorite artists during my teens. $LULU (Lululemon Athletica Inc) is now having a 15% boost after earnings coming out yesterday after market close. I used that citation because it was important to not panic, even when red days were... Show More
Manfred Fellin
Manfred Fellin
Italy
2y
Trades of the week: NEW POSITIONS: - $FCEL (FuelCell Energy Inc) short: all information lead to believe in downfall sooner al later. Still almost 3 market cap over revenue and reverse split a while ago. Will monitor and add if it still goes up in the short term. Small position in the portfolio as all... Show More
Manfred Fellin
Manfred Fellin
Italy
2y
Trades of the week: NEW POSITIONS: - $CON.DE (Continental AG) 3/7 score in proprietary fundamental scale but attracted from latest earnings beat despite revenue lower. 2.42% of portfolio invested. CLOSED: - $NVAX (Novavax Inc) 9.38% profit (portfolio impact 0.18%). Closed the short just before earnings... Show More

About Manfred Fellin
Italy
Strategy: Long/Short

- Macro and fundamentals analysis - Long position mainly and rare shorts - Cash 5-20%
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41 Followers

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