Adamos Hadjiantoniou - etoro Popular Investor

Adamos Hadjiantoniou @AdamosH

Desempenho
0% Retorno
Tudo

2026

2025

2024

2023

2022

36.7%0%-36.7%

Retorno YTD 6.7%

Retorno 2A 24.76%

Pontuação Média de Risco (últimos 7D)

Semanas lucrativas 53.70%

Análises e comentários

Adamos Hadjiantoniou

Chipre

I was recently asked on X what was my biggest gap on $LULU (Lululemon Athletica Inc) thesis. So here you go 👇 I think the biggest gap was underestimating how durable $LULU product and brand moat would be in North America. I initially viewed the issues more as cyclical, but competition and weaker product... Mostrar mais Traduzir

LULU

Lululemon Athletica Inc

100.20

-0.4100 (-0.41%)

Adamos Hadjiantoniou

Chipre

I usually share such posts on X but not here as I don’t hold any of the stocks yet, but I do believe that a community's collective thinking can beat one person's thoughts. So, let's talk about watchlists!! 🎯 —————————————- The perfect “silent compounder” has a product that costs a fraction... Mostrar mais Traduzir

Adamos Hadjiantoniou

Chipre

US markets are facing headwinds today, leading to a pullback across the major indices. Here is a quick breakdown of what is driving the broader market lower: 📉 - Geopolitical Tensions & Oil: A new round of US airstrikes on targets in Iran and incidents in the Strait of Hormuz have sent oil prices... Mostrar mais Traduzir

Adamos Hadjiantoniou

Chipre

11d

I have to disagree with the ultimate market sentiment here. Yes, the moat is under pressure, but remember: they walked away because PayPal $PYPL (PayPal Holdings) rejected the initial bid. That tells me two things: 1. The board (insiders) believes intrinsic value is higher. 2. An informed competitor... Mostrar mais Traduzir

100% 💯

100.00%

Nope 👎

100.00%

Adamos Hadjiantoniou

Chipre

11d

Is the market truly rational, or does it just outsource valuation? Yesterday, $PYPL (PayPal Holdings) was trading at $61.47. Today, it’s down ~16% in pre-market ($51.67) on reports that the Advent & Stripe consortium abandoned their $50B+ acquisition pursuit. Think about the psychological aspect... Mostrar mais Traduzir

Adamos Hadjiantoniou

Chipre

14d

$INTU (Intuit Inc) Q4 The stock is selling off after hours on an FY27 guidance miss, but headline numbers are misleading here due to an accounting change. Intuit is now including share-based compensation in Non-GAAP starting Q1. FY27 Non-GAAP EPS guidance of $22.88–$23.12 (vs. $27.34 consensus) includes... Mostrar mais Traduzir

INTU

Intuit Inc

327.47

-5.23 (-1.57%)

Adamos Hadjiantoniou

Chipre

15d

Well, it makes sense that the board of $EVO.ST (Evolution AB ) has recommended to reject the offer at 695 SEK of Candle Lake. Otherwise, they wouldn’t have been buying back shares at today’s price. “Based on its assessment, and in light of the discount in Offer compared to the Company’s current share... Mostrar mais Traduzir

Adamos Hadjiantoniou

Chipre

16d

Eagle Capital’s Q2 letter perfectly captures the core thesis for $INTU (Intuit Inc). I couldn't agree more with this take on their moat. "Intuit’s QuickBooks, the dominant bookkeeping software for small and midsize businesses in the U.S., exists in a market that is difficult to serve profitably,... Mostrar mais Traduzir

INTU

Intuit Inc

327.47

-5.23 (-1.57%)

Adamos Hadjiantoniou

Chipre

17d

Weekly Portfolio & Tech Update: $STMN (Straumann): Q2 organic revenue grew 8.5% (H1 at 7.8%), maintaining FY26 outlook for high single-digit growth and margin expansion. While operational execution remains strong (iEXCEL at ~40% of premium implant volume), we are closely monitoring the upcoming... Mostrar mais Traduzir

Yes 👍

100.00%

No 👎

100.00%