Rayeiris Maduro Rondon @Rayeiris: "𝙈𝙖𝙮 𝙍𝙚𝙘𝙖𝙥: 𝙉𝙖𝙫𝙞𝙜𝙖𝙩𝙞𝙣𝙜 𝙐𝙣𝙘𝙚𝙧𝙩𝙖𝙞𝙣𝙩𝙮 𝙬𝙞𝙩𝙝..."

Australia

𝙈𝙖𝙮 𝙍𝙚𝙘𝙖𝙥: 𝙉𝙖𝙫𝙞𝙜𝙖𝙩𝙞𝙣𝙜 𝙐𝙣𝙘𝙚𝙧𝙩𝙖𝙞𝙣𝙩𝙮 𝙬𝙞𝙩𝙝 𝙍𝙚𝙨𝙞𝙡𝙞𝙚𝙣𝙘𝙚 During May, we had the earnings reports including: Crox, TMV, Uber, Brby, BABA, and ULTA, so as you imagine, very busy month. Even in uncertain times, our businesses remain resilient. Let’s dive into some data: BRBY +41% Decreasing their sales a 5% but after their plan of firing 1700 people, 18% of their workforce, saving 24 million in OPEX. Expecting for the 2027 to save 60 million. Baba -4,68% and 9988 -3,1%, just the Cloud grew a 18%their revenue, the rest of the company grew 10%, excluding Sun Art and Intime. ULTA +19,16% net sales increased a 4,5% with an operating profit of 14.1% of sales, with fragrances being the leader in growth. Gaw -0,52% TMW –23,83% After an incredible Q1, the company grow a 7%, with a great contribution given by 1E UBER +3,89%: the number of people using UBER grew 14%, and the number of trips grew 18%, meaning that more people are using the app and they are using it more often CROX +5,79% even after tariffs, and uncertainty Crocs brand managed to grow a 4%, HEYDUDE hasn’t yet established itself in the market, decreasing a 10%, we remain optimistic about the potential of this brand, especially when they released the impact of the tariff in their products. The commitment of the management in creating value for the shareholder has been shown, after $61million shares repurchased, this is a valuable strategy especially when the prices of the stock haven’t been so low. In conclusion, even when the SP500 performed better (+6,15%) against our portfolio in May (+2,81), YTD our portfolio has grow a (+17%) against the YTD of the SP500 (+0,98%) Volatility is part of the journey, we remain committed, patient, and optimistic. Let’s see what is coming in June. $BTC (Bitcoin) $TSLA (Tesla Motors, Inc.) $NVDA (NVIDIA Corporation) $WISE.L (Wise Ltd) $UK100 (UK100 Index (Non Expiry))

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