Ionel Van den Berg - etoro Popular Investor

Ionel Van den Berg @Lazacoin

Desempenho
0% Retorno
Tudo

2026

2025

2024

2023

2022

50.5%0%-50.5%

Retorno YTD -0.06%

Retorno 2A 82.92%

Pontuação Média de Risco (últimos 7D)

Semanas lucrativas 54.55%

Análises e comentários

Ionel Van den Berg

Países Baixos

13d

$AVGO (Broadcom Inc) : 𝐄𝐱𝐜𝐞𝐩𝐭𝐢𝐨𝐧𝐚𝐥 𝐆𝐫𝐨𝐰𝐭𝐡, 𝐇𝐢𝐠𝐡 𝐄𝐱𝐩𝐞𝐜𝐭𝐚𝐭𝐢𝐨𝐧𝐬 Broadcom delivered another exceptional quarter. Revenue reached $29.6B, up 86% YoY, while AI semiconductor revenue surged 221% to $16.7B. Free cash flow reached $13.7B, up 95%. For Q4, Broadcom expects $34.8B... Mostrar mais Traduzir

Ionel Van den Berg

Países Baixos

14d

𝐀𝐮𝐠𝐮𝐬𝐭 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 📊 August was a strong month for the portfolio, returning approximately 𝟓.𝟓%, compared with 𝟐.𝟔𝟐% for the $SPX500 . I'm very happy with this result, especially considering the portfolio's higher volatility. At the same time, one strong month... Mostrar mais Traduzir

Ionel Van den Berg

Países Baixos

20d

𝐖𝐡𝐲 𝐒𝐞𝐥𝐥𝐢𝐧𝐠 𝐘𝐨𝐮𝐫 𝐖𝐢𝐧𝐧𝐞𝐫𝐬 𝐂𝐚𝐧 𝐁𝐞 𝐁𝐮𝐥𝐥𝐢𝐬𝐡 A strange thing happens when an investment works exactly as planned. You become more likely to sell it. Not because you suddenly dislike the company. Not because you think the stock has peaked. And certainly not because the thesis... Mostrar mais Traduzir

Ionel Van den Berg

Países Baixos

20d

$CRWD (Crowdstrike Holdings) | Q2 earnings: growth is accelerating, and the thesis is getting stronger. $CRWD reported a very strong quarter. Revenue: $1.47B, +26% YoY ARR: $5.84B, +25% YoY Net new ARR: $333M, +51% YoY Free cash flow: $377M The number that stands out most to me is net new ARR. CrowdStrike... Mostrar mais Traduzir

Ionel Van den Berg

Países Baixos

22d

$PDD (PDD Holdings Inc - ADR) | Q2 earnings: weaker growth, but the thesis isn't broken. $PDD reported a mixed quarter. Revenue: RMB 112.4B, +8% YoY Operating profit: RMB 27.8B, +8% YoY Net income: RMB 27.2B, -12% YoY Operating cash flow: RMB 25.7B, +19% YoY Cash, cash equivalents & short term... Mostrar mais Traduzir

Ionel Van den Berg

Países Baixos

$NU (Nu Holdings Ltd.) | Q2 earnings: this is what I want to see from a long term compounder. 🇧🇷 Nu Holdings just delivered another record quarter. Revenue: $5.88B, +39% YoY Net income: $1.06B, +49% YoY Customers: 138.9M, +13% YoY ROE: 33% Credit portfolio: $39.4B, +37% YoY And for the first time,... Mostrar mais Traduzir

Ionel Van den Berg

Países Baixos

𝐓𝐡𝐞 𝐜𝐨𝐮𝐧𝐭𝐞𝐫𝐢𝐧𝐭𝐮𝐢𝐭𝐢𝐯𝐞 𝐩𝐨𝐰𝐞𝐫 𝐨𝐟 𝐛𝐨𝐧𝐝𝐬/𝐜𝐚𝐬𝐡 𝐝𝐮𝐫𝐢𝐧𝐠 𝐚 𝐜𝐫𝐚𝐬𝐡 Most investors see cash as a drag on returns. And during a strong bull market, they're probably right. But there's another way to look at it. Imagine you have a portfolio worth $100,000: $85,000... Mostrar mais Traduzir

Ionel Van den Berg

Países Baixos

$RKLB (Rocket Lab Corp) | Down ~10% after earnings. Has the thesis changed? The initial reaction was brutal. But the picture is more nuanced. Q2 delivered another record quarter: Revenue: $234M, +62% YoY Backlog: $2.36B, +137% YoY Q3 revenue guidance: $250–265M Q2 adjusted EBITDA loss: $8.8M, better... Mostrar mais Traduzir

Ionel Van den Berg

Países Baixos

Did China Save the Markets? 🇨🇳 When the conflict with Iran escalated, the obvious market narrative seemed straightforward: Iran - Strait of Hormuz - oil supply shock - higher inflation - weaker growth - lower equity markets. And there were plenty of reasons to expect a much deeper correction. The... Mostrar mais Traduzir

Ionel Van den Berg

Países Baixos

𝐓𝐡𝐞 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐁𝐥𝐮𝐞𝐩𝐫𝐢𝐧𝐭 | 𝐇𝐨𝐰 𝐈 𝐌𝐚𝐧𝐚𝐠𝐞 𝐓𝐡𝐢𝐬 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 Every portfolio tells a story. Mine is built around one simple idea: Own businesses that benefit from long-term structural trends, and use market volatility to buy more when the thesis remains intact. This... Mostrar mais Traduzir