Michele Cesari
Michele Cesari @Mexploder

Performance
All

-1.79%2026
2026
21.36%2025
2025
22.79%2024
2024
38.44%2023
2023
-36.56%2022
2022
23.42%2021
2021
80.87%2020
2020
-11.58%2019
2019
80.9%0%-80.9%
Michele Cesari
๐—ก๐—ฎ๐˜ƒ๐—ถ๐—ด๐—ฎ๐˜๐—ถ๐—ป๐—ด ๐—ฉ๐—ผ๐—น๐—ฎ๐˜๐—ถ๐—น๐—ถ๐˜๐˜† ๐˜„๐—ถ๐˜๐—ต ๐—ฉ๐—ถ๐˜€๐—ถ๐—ผ๐—ป Dear investors, I know that seeing red on the screens can be unsettling, but this is exactly where a strategic investor is distinguished from an emotional one. History is cyclical: volatility is the price we pay for future returns. I... Show More
Michele Cesari
๐—ฆ๐—ผ๐—ณ๐˜๐˜„๐—ฎ๐—ฟ๐—ฒ ๐—ฆ๐—ฒ๐—น๐—น-๐—ข๐—ณ๐—ณ: ๐—ฅ๐—ฒ๐—ฎ๐—น ๐—ฅ๐—ถ๐˜€๐—ธ๐˜€, ๐—ฆ๐˜๐—ฟ๐—ฎ๐˜๐—ฒ๐—ด๐—ถ๐—ฐ ๐—ข๐—ฝ๐—ฝ๐—ผ๐—ฟ๐˜๐˜‚๐—ป๐—ถ๐˜๐—ถ๐—ฒ๐˜€ The recent sell-off in software stocks reflects growing investor concerns about the impact of artificial intelligence on traditional SaaS business models. Elevated valuation multiplesโ€”built on recurring... Show More
Michele Cesari
๐—ก๐—ฒ๐˜๐—ณ๐—น๐—ถ๐˜… ๐—ฑ๐—ผ๐˜„๐—ป ๐Ÿฏ๐Ÿฑ% ๐—ณ๐—ฟ๐—ผ๐—บ ๐—ถ๐˜๐˜€ ๐—ต๐—ถ๐—ด๐—ต๐˜€: ๐—ผ๐—ฝ๐—ฝ๐—ผ๐—ฟ๐˜๐˜‚๐—ป๐—ถ๐˜๐˜† ๐—ผ๐—ฟ ๐˜ƒ๐—ฎ๐—น๐˜‚๐—ฒ ๐˜๐—ฟ๐—ฎ๐—ฝ? Over the past months, $NFLX (Netflix, Inc.) has declined by around 35% from its highs, reigniting a classic question for investors: are we looking at a buying opportunity, or a well-disguised... Show More
Michele Cesari
๐†๐จ๐จ๐ ๐ฅ๐ž ๐จ๐ฏ๐ž๐ซ๐ญ๐š๐ค๐ž๐ฌ ๐€๐ฉ๐ฉ๐ฅ๐ž ๐Ÿš€ After several years, $GOOG (Alphabet) has overtaken $AAPL (Apple) in terms of market capitalization, positioning itself in second place globally, just behind $Nvidia. This shift reflects the broader transformation underway in the tech sector and the increasingly... Show More
Michele Cesari
๐—–๐—น๐—ผ๐˜€๐—ถ๐—ป๐—ด ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ ๐˜„๐—ถ๐˜๐—ต ๐——๐—ถ๐˜€๐—ฐ๐—ถ๐—ฝ๐—น๐—ถ๐—ป๐—ฒ ๐—ฎ๐—ป๐—ฑ ๐—ฎ ๐—Ÿ๐—ผ๐—ป๐—ด-๐—ง๐—ฒ๐—ฟ๐—บ ๐—ฉ๐—ถ๐—ฒ๐˜„ In 2025, my portfolio delivered a +21% return, compared to +17% for the $SPX500 . This is not a result to be taken for granted, especially in a market environment where a large share of overall performance has... Show More
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6671.23
-56.21 (-0.84%)
Michele Cesari
๐— ๐—ฎ๐—ฐ๐—ฟ๐—ผ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ: ๐—•๐—ฒ๐˜๐˜„๐—ฒ๐—ฒ๐—ป ๐—Ÿ๐—ถ๐—ด๐—ต๐˜ ๐—ฎ๐—ป๐—ฑ ๐—ฆ๐—ต๐—ฎ๐—ฑ๐—ผ๐˜„ ๐—ถ๐—ป ๐—ฎ๐—ป ๐—œ๐—ป๐—ฐ๐—ฟ๐—ฒ๐—ฎ๐˜€๐—ถ๐—ป๐—ด๐—น๐˜† ๐—™๐—ฟ๐—ฎ๐—ด๐—ถ๐—น๐—ฒ ๐—˜๐—ป๐˜ƒ๐—ถ๐—ฟ๐—ผ๐—ป๐—บ๐—ฒ๐—ป๐˜ The macro environment remains dominated by mixed signals, but I continue to see more risks than opportunities. The end of the record shutdown in the United... Show More
Michele Cesari
๐ˆ๐ฌ ๐ญ๐ก๐ž ๐๐ข๐ญ๐œ๐จ๐ข๐ง ๐๐ฎ๐ฅ๐ฅ ๐‘๐ฎ๐ง ๐‘๐ž๐š๐ฅ๐ฅ๐ฒ ๐Ž๐ฏ๐ž๐ซ? In recent days, the price of Bitcoin (BTC) has dropped to around $103,500, triggering over $900 million in long liquidations and reigniting fear among investors. After two consecutive weeks failing to hold above the $ 110,000 level, many... Show More
No, this is just a correction
100.00%
Too early to tell
100.00%
Yes, the cycle has peaked
100.00%
Michele Cesari
๐ŸŽ‰ ๐—ง๐—ต๐—ฎ๐—ป๐—ธ๐˜€ ๐—ฒ๐˜ƒ๐—ฒ๐—ฟ๐˜†๐—ผ๐—ป๐—ฒ, ๐˜„๐—ฒโ€™๐˜ƒ๐—ฒ ๐—ท๐˜‚๐˜€๐˜ ๐—ต๐—ถ๐˜ ๐Ÿญ,๐Ÿฌ๐Ÿฌ๐Ÿฌ ๐—ฐ๐—ผ๐—ฝ๐—ถ๐—ฒ๐—ฟ๐˜€! ๐ŸŽ‰ Finance has always been more than just numbers and charts for me. Itโ€™s a true passion that I pursue every day with discipline and dedication. Seeing so many of you choose to follow my strategy is both rewarding... Show More
Michele Cesari
๐“๐ฎ๐ซ๐ง๐ข๐ง๐  ๐‘๐ข๐ฌ๐ค ๐ข๐ง๐ญ๐จ ๐‘๐ž๐ฅ๐ข๐š๐›๐ฅ๐ž ๐†๐ซ๐จ๐ฐ๐ญ๐ก โ€“ ๐Œ๐ฒ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ“ ๐’๐ญ๐ซ๐š๐ญ๐ž๐ ๐ฒ In investing, consistency beats luck. Over the last few years, Iโ€™ve transformed my portfolio from high-risk swings to a smooth, reliable growth path. ๐Ÿ“Š 2025 so far: monthly volatility under 4%, returns... Show More
Michele Cesari
๐—›๐—ฎ๐˜€ ๐˜๐—ต๐—ฒ ๐—ฏ๐˜‚๐—น๐—น ๐—ฟ๐˜‚๐—ป ๐—ฏ๐—ฒ๐—ด๐˜‚๐—ป? ๐Ÿš€๐Ÿš€๐Ÿš€ Bitcoin has broken through new all-time highs, and the excitement is everywhere: trading volumes are soaring, altcoins are waking up, and BTC dominance is starting to slip. If this trend continues, we could be entering a true altseason โ€” that explosive... Show More

About Michele Cesari
Italy
Strategy: Value

Outperforming the S&P 500 with a low-risk, long-term diversified strategy.
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