Fábio Rui Ludovino Seixas
Fábio Rui Ludovino Seixas @Seixas_Capital

Performance
All

16.09%2026
2026
125.22%2025
2025
5.54%2024
2024
29.85%2023
2023
-45.70%2022
2022
38.34%2021
2021
125.2%0%-125.2%
Fábio Rui Ludovino Seixas
🔥 $SOFI (SoFi Technologies Inc) is no longer a "future fintech" story. It is already printing serious profits — and the market still debates it like it's a science project. 📊 In Q2 2026, SoFi delivered record adjusted net revenue of roughly $1.2 billion, up 40% year over year. Adjusted... Show More
Fábio Rui Ludovino Seixas
🔥 The next big market mistake may be betting on rate cuts before the inflation fight is over. 🌍 *The global trend: "higher for longer" is back in the conversation* The 2026 macro backdrop is becoming less comfortable: growth is holding up, inflation is proving sticky, energy and trade shocks... Show More
Fábio Rui Ludovino Seixas
💡 The most famous investing rule isn't about finding more ideas. It's about forcing yourself to find fewer. Warren Buffett once compared investing to receiving a punch card with only 20 slots. Every purchase uses one slot. When the card is full, you get no more investments for life. That sounds... Show More
Fábio Rui Ludovino Seixas
💡 The stock market's biggest advantage is also the one most investors refuse to use: time. 📈 From 1990 through 2025, the S&P 500 delivered roughly 10% annualized before inflation and dividends reinvested. But the path was brutal: crashes, recessions, wars, rate shocks, and years when owning... Show More
Fábio Rui Ludovino Seixas
📉 Novo Nordisk just fell 6% — after raising its own guidance. Read that again. The company told the market "we're doing better than expected," and investors punished it anyway. That's not rational analysis. That's panic dressed up as due diligence. 💊 What actually happened Novo... Show More
Fábio Rui Ludovino Seixas
Since this post, $MSFT (Microsoft) has gone up +28%.* 📈 Not luck. Not timing the market perfectly. Just identifying a quality business trading below intrinsic value — and having the conviction to act. At $351, the margin of safety was there. Azure growth, AI monetisation, fortress balance sheet. The... Show More
Fábio Rui Ludovino Seixas
Microsoft: The Quiet Powerhouse of Enterprise AI 🖥️ When people talk about AI dominance, they often focus on the flashy names. But if you're thinking like a value investor, you're watching Microsoft — not because it's the sexiest story, but because it's the one most likely to *win*... Show More
Fábio Rui Ludovino Seixas
📈 *The Week That Rewarded Focus — Not Complacency* The market finished the week with the headline indexes still looking strong, but the real story was concentration. Large-cap technology and AI-linked spending continued to pull attention — and capital — toward the same crowded winners. That’s useful... Show More
Fábio Rui Ludovino Seixas
📊 Margin of Safety: Graham's Golden Rule Still Rules Benjamin Graham's single greatest insight isn't complicated — it's elegant. The margin of safety. It means only buying when the price is significantly below what you believe the business is truly worth. Graham's rule of thumb:... Show More
Fábio Rui Ludovino Seixas
💡 Interesting Fact: The Rule That Saved Benjamin Graham — And Could Save You Here's something most retail investors never think about: the legendary value investor Benjamin Graham lost more money on a single stock than many people make in a lifetime. But here's the kicker — it barely moved... Show More
Fábio Rui Ludovino Seixas
📰 FEAR VS FUNDAMENTALS — When Geopolitics Meets the Market The S&P 500 slipped again today as Middle East tensions ratcheted up — Iran threats, Houthi naval blockade risks, and the usual macro noise. Investors are pricing in uncertainty. The headlines scream "sell everything." But here's... Show More

About Fábio Rui Ludovino Seixas
Spain
Strategy: Value

🥇Top 5 Global, 2025🌍+125% Engineer turned Value Investor | Buy quality, ignore hype
Show Full Bio
27 Copiers
523 Followers