Sergio Andreu
Sergio Andreu @SergioAndreu

Performance
All

21.99%2025
2025
8.69%2024
2024
-40.09%2023
2023
-0.60%2022
2022
40.1%0%-40.1%
Sergio Andreu
Last week we added new company to the portfolio as no good (neither bad) results punished the company so hard becoming an amazing opportunity for smart investors. Today let's analyse $DECK (Deckers Outdoor Corp) and why in my opinion is a opportunity today Decker's has reported: Q2 Revenue... Show More
undefined logo
DECK
Deckers Outdoor Corp
100.99
-0.18 (-0.18%)
Sergio Andreu
emon 2T: Valor Razonable indica oportunidad de compra con un descuento del 50,6% He aquí por qué >> Lululemon 2T: Valor Razonable indica El Valor Razonable actual de $LULU (Lululemon Athletica Inc) es de $316,72, lo que representa un potencial de revalorización del 59,5% respecto al precio actual... Show More Translate
undefined logo
LULU
Lululemon Athletica Inc
204.73
17.96 (9.60%)
Sergio Andreu
$BABA (Alibaba-ADR) reporta an increase of 10% Y/Y, thar it less than analyst expectations. Does this report justify an increase of price of 12%? Or maybe people become crazy due to the announcement of 380 billions RMB on IA? Bring your thoughts!
undefined logo
BABA
Alibaba-ADR
155.43
-1.22 (-0.78%)
Sergio Andreu
Incredible results from $NVDA (NVIDIA Corporation), 55% of groth, but the stock is not rallying to the moon. Is this indicating that we are toppest it can get?
undefined logo
NVDA
NVIDIA Corporation
174.75
-5.91 (-3.27%)
Sergio Andreu
Last Friday, the stock market saw a significant rally due to the announcement of the intention of cutting interest rates and everyone has earned lot of money on their portfolios, or maybe not? After the announcement the $SPX500 rise 1.52% on just one day hitting a new record high. The prospect of lower... Show More
Yes, we earned a lot anyway
100.00%
Yes, but not a lot
100.00%
I think we still the same
100.00%
No, think we even lose money
100.00%
Sergio Andreu
Trump's New Vehicle Tariffs. President Trump's recent announcement imposing a 25% tariff on imported vehicles has sent ripples through the global financial markets. Set to take effect in early April, this measure aims to bolster the American automotive industry, but its implications for the... Show More
Sergio Andreu
$STLA.US (Stellantis NV) Going down after a bad Report, "just" 85.02B€ (-13.5%Y/Y), making the shares going doing around 8%. Do you think this a good oportunity to include it in your portfolio?
Yes, it is a good oportunity.
100.00%
No, will continue going down
100.00%
Sergio Andreu
Edited
Hello Everyone, Let's check how we are this year: January: -1,34% February: +12,96% March: + 2,86% April: -6,54% May: +5,45%. June: +0,99% That's leave 2024 with: 15,89%. Added to our portfolio recently, $GOOGL (Alphabet Inc Class A) with a PER of 26, BPA 6,5 and I estimate and intrinsic value... Show More
Sergio Andreu
Hello Everyone, From now on I add 4 more interesting companies to my portfolio. $GOOGL (Alphabet Inc Class A) PER --> 26 BPA --> 6,56 Current price --> 174 Estimated intrinsic value --> 278 $CAP.PA (Capgemini SE) PER --> 20 BPA --> 9,69 Current price --> 189 Estimated intrinsic... Show More
Sergio Andreu
Hello Everyone, Let's check how we are this year: May: +5,45%. That's leave 2024 with: 12,98%. From now on I add 2 more interesting companies to my portfolio. $JD.US (JD.com-ADR) and $STLA.US (Stellantis NV) both quite under estimated. $JD.US is having a cash flow of 41B$, a PER of 13,43... Show More

About Sergio Andreu
Spain
Strategy: Multi-Strategy

Automolistic Engineer. Focusing on new Technologies corporations.
Show Full Bio
1 Copiers
6 Followers