Nikolaos Karamesinis
Nikolaos Karamesinis @nikosks

Performance
All

6.41%2026
2026
21.28%2025
2025
1.51%2024
2024
14.85%2023
2023
-16.57%2022
2022
-8.80%2021
2021
0%2020
2020
0%2019
2019
-6.73%2018
2018
21.3%0%-21.3%
Discussions
Nikolaos Karamesinis
Nikolaos Karamesinis
Greece
4mo
Big Tech is spending ~$610B on CapEx and the market sold off. But this isn’t bad news. Yes, short term this means: • lower free cash flow • fewer buybacks • higher depreciation • weaker EPS So earnings may look softer over the next couple of years. But this spending is mostly AI & cloud infrastructure... Show More
Nikolaos Karamesinis
Nikolaos Karamesinis
Greece
4mo
Edited
2026 Strategy Overview For 2026, the strategy remains long-term and fundamentals-driven, with selective adjustments based on valuations and macro developments. I continue to believe that the US economy will lead global markets, therefore I maintain core exposure to the S&P 500 Index. However, given... Show More
Nikolaos Karamesinis
Nikolaos Karamesinis
Bought $NTDOY @11.39
Greece
3y
NTDOY
Nintendo CO Ltd-ADR
12.01
0.5000 (4.34%)

About Nikolaos Karamesinis
Greece
Strategy: Value

Long-term strategy focused on fundamentals, macroeconomics and geopolitical developments
Show Full Bio
1 Copiers
19 Followers

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