Franco Enrique  Zen
Franco Enrique Zen @Zenfranco

Performance
All

13.16%2025
2025
21.87%2024
2024
54.11%2023
2023
-39.91%2022
2022
9.01%2021
2021
34.10%2020
2020
-75.07%2019
2019
0%2018
2018
-79.82%2017
2017
79.8%0%-79.8%
Franco Enrique Zen
โ€ข Amazon Q3 Results: Solid Growth Across the Board ๐Ÿš€โ€ข Amazon delivered strong Q3 numbers, showing double-digit growth in almost every segment: โ€ข ๐Ÿ›’ Online Stores: +10% โ€ข ๐Ÿงบ 3P Seller Services: +12% โ€ข โ˜๏ธ AWS: +20% โ€ข ๐Ÿ“ข Advertising: +24% โ€ข ๐ŸŽฌ Subscriptions: +11% โ€ข ๐Ÿช Physical Stores: +7% Advertising... Show More
Franco Enrique Zen
$GOOGL (Alphabet Inc Class A) Q3 FY2025 Results ๐Ÿš€ Our largest position and one of our favorite stocks delivered another strong quarter, showing solid growth across almost every segment: โ€ข Total revenue: $102.3B (+16% YoY) โ€ข Google advertising: $74.2B (+12.6%) โ€ƒโ†ณ Search: $56.6B (+14.5%) ... Show More
Franco Enrique Zen
โ€ข Visa earnings beat ๐ŸŸข โ€ข EPS: $2.98 vs $2.97 Revenue: $10.72B vs $10.62B EPS up 10% YoY, Revenue up 12% YoY. Routine beat. Nothing new for Visa ๐Ÿšฌ โ€ข โ€ข โ€ข $SPX500 $NSDQ100 $BTC $DIA.US (SPDR Dow Jones Industrial Average ETF Trust )
Franco Enrique Zen
$UNH (UnitedHealth) just reported Q3 results, one of my favorite positions. EPS came in at $2.92 (+$0.11 vs. expectations) and revenue at $113.2B (+12.3% YoY), beating analyst estimates on both metrics. They also raised 2025 EPS guidance to at least $16.25 from $16.00. CEO Stephen Hemsley said: โ€œWe... Show More
Franco Enrique Zen
๐Ÿ“Œ PayPal 3Qโ€™25 highlights โ€ข Revenue: $8.42B (+7% YoY) โ€ข Transaction margin: $3.87B (+7% YoY) โ€ข Non-GAAP EPS: $1.34 (+12% YoY) โ€ข Non-GAAP operating income: $1.57B (+6% YoY) โ€ข Buybacks: $1.5B this quarter โ€ข FY25 guidance: EPS growth +15% / +16%, free cash flow $6Bโ€“$7B ๐Ÿ‘‰ Strong numbers overall. Still,... Show More
Franco Enrique Zen
โ€ข Nubank $NU (Nu Holdings Ltd.) keeps gaining ground in Brazil โ€ข It reached 109.3M users and reported only 12.67 complaints per million in 3Q-2025, one of the best levels in the sector. The fintech is now just 1.2M customers away from Bradesco, the largest private bank in the country. In 2025, Nubank... Show More
Franco Enrique Zen
๐Ÿ’Ž LVMH keeps leading the global luxury sector ๐Ÿ“ˆ Total revenue up +1% organically, beating expectations. ๐Ÿ’ฐ Operating margins remain strong and stable. ๐ŸŒ Asia and the U.S. are back to growth, showing the strength of premium demand. ๐Ÿ’„ Perfumes, jewelry, and selective retail delivered solid performance. ๐Ÿ‘œ... Show More
Franco Enrique Zen
โ€ข โ€ข PayPal enters the digital ads game โ€ข โ€ข PayPal just announced PayPal Ads Manager, and this could be a real game changer. The idea is simple but powerful: let millions of small businesses using PayPal turn their stores into ad networks and earn extra income from showing ads. ๐Ÿ’ก If executed well,... Show More
Franco Enrique Zen
๐Ÿ”ด Adobe and the AI disruption myth More than 10 years ago Adobe made a bold move: it stopped selling one-time licenses and went all-in on subscriptions. Back in 2011, subs were barely $400M. Today they bring in over $20B a year. The old โ€œbox salesโ€ model? Almost gone. That switch gave Adobe stable,... Show More
Franco Enrique Zen
โ€ข Slow and steady wins the race ๐Ÿข๐Ÿ’จ โ€ข "Good timing is invisible. Bad timing sticks out a mile." Hereโ€™s how my strategy has worked over the years: ๐ŸŸฉ 2020: +34.10% ๐ŸŸฉ 2021: +9.01% ๐ŸŸฅ 2022: -39.91% ๐ŸŸฉ 2023: +54.11% ๐ŸŸฉ 2024: +21.87% ๐ŸŸฉ 2025: +17.27% so far ๐Ÿค— You are welcome to copy me. โš–๏ธ... Show More

About Franco Enrique Zen
Argentina
Strategy: Momentum

Stock Investor since 2020 | ๐Ÿ•น๏ธ No leverage | ๐Ÿ‘๐Ÿป Low risk | โš–๏ธ Well-balanced portfolio
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