Yhonny Edwuard Alata Allain
Yhonny Edwuard Alata Allain @Yhonny_edu

Performance
All

76.15%2026
2026
83.82%2025
2025
83.8%0%-83.8%
Discussions
Yhonny Edwuard Alata Allain
Yhonny Edwuard Alata Allain
Peru
14d
📉 **July was a highly volatile month for the memory and semiconductor sector.** Many companies in the industry experienced sharp corrections following announcements from Chinese firms showcasing technological progress in areas where Western companies have traditionally held a leading position. **How... Show More
Yhonny Edwuard Alata Allain
Yhonny Edwuard Alata Allain
Peru
14d
La volatilidad y el miedo en el mes de Julio 📉 Julio fue un mes de mucha volatilidad para el sector de memorias y semiconductores. Muchas compañías del sector sufrieron importantes correcciones tras los anuncios de empresas chinas que mostraron avances tecnológicos en áreas donde, hasta ahora, Occidente... Show More Translate
Yhonny Edwuard Alata Allain
Yhonny Edwuard Alata Allain
Peru
2mo
Edited
We closed June with a 17.5% gain, marking three consecutive months of positive returns. This performance has been driven primarily by investments in companies with strong returns on invested capital and solid long-term fundamentals. Applied Materials and Micron Technology delivered outstanding performance... Show More
Yhonny Edwuard Alata Allain
Yhonny Edwuard Alata Allain
Peru
2mo
Edited
Finalizamos el mes de junio con ganancias del 17.5% , sosteniendo 3 meses consecutivos de beneficios , sobre todo en base a inversiones de compañías con un buen retorno de capital invertido. Applied Materials y Micron technology has generado un buen rendimiento en nuestra cartera y pienso que es el... Show More Translate
Yhonny Edwuard Alata Allain
Yhonny Edwuard Alata Allain
Peru
2mo
We have reached Champion level in the Popular Investor program! 🚀 This promotion is not just a milestone on the platform; it is a validation that confirms we are on the right track with our long-term strategy, focused on solid companies with robust fundamentals. This achievement is, in large part,... Show More
Yhonny Edwuard Alata Allain
Yhonny Edwuard Alata Allain
Peru
2mo
¡Hemos alcanzado el nivel Champion en el programa Popular Investor! 🚀 Este ascenso no es solo un hito en la plataforma; es una validación que afianza el buen camino de nuestra estrategia a largo plazo, enfocada en compañías sólidas y con fundamentos robustos. Este logro es, en gran parte, gracias... Show More Translate
Yhonny Edwuard Alata Allain
Yhonny Edwuard Alata Allain
Peru
2mo
📈 May Recap: When Fundamentals Do the Heavy Lifting May turned out to be one of those months that reminds us why patience and fundamentals matter. The semiconductor theme continued to lead the market, and several of our investment theses played out exactly as expected. Let's break it down: 🚀... Show More
Yhonny Edwuard Alata Allain
Yhonny Edwuard Alata Allain
Peru
3mo
Estimados copiadores 👋 Acabo de agregar nuevo capital a mi cuenta. Esto es parte de mi estrategia de largo plazo: mantengo un colchón de efectivo (~24% ahora) para desplegarlo solo cuando encuentre oportunidades de value + growth con fundamentals sólidos y margen de seguridad. El cash reduce la volatilidad... Show More Translate
Yhonny Edwuard Alata Allain
Yhonny Edwuard Alata Allain
Peru
3mo
Impresionante lo de Micron Technology Ha sido un mes de remontada para $MU (Micron Technology, Inc.) despues de las caídas del mes de Marzo , mantiene un BPA de 21 y su Capitalización de mercado ya supera lo 700 Billion. Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
Yhonny Edwuard Alata Allain
Yhonny Edwuard Alata Allain
Peru
3mo
Most investors focus on the P/E ratio… but few look at this 👇 Sometimes I’m asked how I choose a company or what tools I use to invest. The truth is, there’s no single answer. Over time, I’ve tried different approaches, but there’s one metric that has become essential for me: 👉 ROIC (Return on Invested... Show More

About Yhonny Edwuard Alata Allain
Peru
Strategy: Growth

Long-term value investor focused on quality businesses, growth, and fundamentals
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35 Copiers
322 Followers

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