Performanță
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-13.25%2026
2026
25.30%2025
2025
8.15%2024
2024
25.54%2023
2023
-3.67%2022
2022
25.5%0%-25.5%
Luis Inigo Bono
PayPal: opportunity or value trap? PayPal is down more than 20%, and it didn’t fall because of a weak quarter. It fell due to a reset of expectations… but it’s important to put it into context and not dramatise. Q4 2025 results came in slightly below consensus on revenue and EPS, and in a demanding... Arată alte Traducere
Luis Inigo Bono
Today was a difficult day. One of those that can’t be dressed up with nice phrases. PayPal’s results - which I’ll analyse calmly tomorrow - weighed heavily on the portfolio, and on top of that the broader market didn’t help. In recent weeks, everything has come together: negative news around Medicare... Arată alte Traducere
Luis Inigo Bono
Today was one of those days that really test your nerve. This morning UnitedHealth reported earnings and, on paper, they weren’t bad. Solid revenue, continued growth and figures broadly in line with expectations. Nothing that justified what came next. And yet, UNH ended up falling close to 20%. The... Arată alte Traducere
Luis Inigo Bono
Why is gold rising as if there were a crisis… when we don’t really see one? Lately I’ve been getting quite a few questions about gold. And that’s understandable. In just about 10 weeks it’s risen close to 20% and is hitting all-time highs. When a defensive asset moves like that, the question is almost... Arată alte Traducere
Luis Inigo Bono
Hello everyone, I’ve been about ten days without writing. I know I said I’d be back the next day, but I decided to change the approach. I haven’t been disconnected. Quite the opposite: I’ve been quietly observing, reading a lot, cross-checking data and adjusting the plan. During this time, I’ve... Arată alte Traducere
Luis Inigo Bono
Happy New Year to everyone. 🎉 This Christmas I’ve been fairly disconnected from the noise, but very focused on what matters: studying, reviewing mistakes, adjusting the strategy and planning scenarios for 2026 and this year’s objectives. A lot of analysis, plenty of blank pages, and no rush. The... Arată alte Traducere
Luis Inigo Bono
Merry Christmas, eToro 🎄 Today I’m not going to talk about markets, earnings or portfolios. Just about a curiosity I’ve always found interesting. The image of Santa Claus that we all have in our heads - red suit, white beard, friendly smile - isn’t as old as we think. That modern version became... Arată alte Traducere
Luis Inigo Bono
Today I want to talk about PDD, because something interesting has happened in recent days: the numbers haven’t changed… the narrative has. And in the market, that sometimes matters more. It was coming off a mixed quarter, with results that didn’t convince and a sharp price correction. Nothing brilliant,... Arată alte Traducere
Luis Inigo Bono
What’s happening with the AI sector? Look at the numbers and tell me if this is a coincidence: Oracle: -45% from the highs in just three months. Broadcom: -20% in one week. NVIDIA: -17% from the highs. META: -18% from the highs. ARM: -35% in a month and a half. AMD: -25% from the highs. This... Arată alte Traducere
Luis Inigo Bono
Many people say that holding cash means not taking risk. I don’t see it that way. Fiat money isn’t a safe haven. It’s a tool. And its value depends on one very specific thing: not abusing it. The problem is that, historically, it gets abused. Every crisis is resolved in the same way: more debt,... Arată alte Traducere

Despre Luis Inigo Bono
Spania
Strategia: Valoare

🧠 Strategic Discipline 🛡 Controlled Risk 📈 Consistent Long-Term Growth
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