Akim Guerreiro @Etcaetera: "𝐄𝐚𝐬𝐲 𝟐𝐱 𝐭𝐨 𝟓𝐱 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲..."

Luxembourg

𝐄𝐚𝐬𝐲 𝟐𝐱 𝐭𝐨 𝟓𝐱 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲 & 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐑𝐞𝐛𝐚𝐥𝐚𝐧𝐜𝐢𝐧𝐠 So far it’s being a good year for us with +10% YTD (I recovered from -10% but still below the +20% I reached). I have decided to cut a lot of assets and concentrate in the highest convictions. With that in mind I am seeing a tremendous opportunity in $PGY (Pagaya Technologies Ltd) , one I haven’t seen since buying $MU (Micron Technology, Inc.) in August last year at $110 per share and $SEZL (Sezzle Inc) around $60 back in December. It’s a great fintech stock with a PE of 5x, and turned profitable already several quarters ago. It has tremendous adoption rates and benefits from macro tailwinds in consumer credit and AI (automation of borrower screenings). It’s also significantly undervalued relative to peers. A Strong Buy opportunity like rarely found with $1.5 billion market cap. Thank you for copying my portfolio! 💚🙏 @Etcaetera PS: you can copy my portfolio with any amount for a synchronised copy. The most important is to hold it with a long-term horizon as the consistently green years compound. $NSDQ100 $SPX500

Not investment advice. The author may have financial interests in the mentioned instruments.