Pedro Acuna Taboada
Pedro Acuna Taboada @NoImportan3

Performanță
Toate

46.17%2025
2025
26.34%2024
2024
23.65%2023
2023
58.91%2022
2022
58.9%0%-58.9%
Discuții
Pedro Acuna Taboada
Chile
11z
Hello everyone! Earlier this week, $NVO (Novo-Nordisk A/S SPONS ADR) announced that semaglutide failed in treating Alzheimer's. This had always been a far fetched possibility, it was even described as a "lottery ticket" by the CEO, so it was never part of my investment thesis, nevertheless... Arată alte Traducere
Pedro Acuna Taboada
Chile
20z
Hello everyone! Earlier this month we had the quarterly earnings of most of the companies in our portfolio, and while it's not fresh news at this point I'll still go over them. So let's start with the biggest position in our portfolio: $GOOGL (Alphabet Inc Class A) 𝗥𝗲𝘃𝗲𝗻𝘂𝗲: $𝟭𝟬𝟮.𝟯𝟱... Arată alte Traducere
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GOOGL
Alphabet Inc Class A
316.72
-0.36 (-0.11%)
Pedro Acuna Taboada
Chile
1l
Hello everyone! Let's take a look at $NVO (Novo-Nordisk A/S SPONS ADR) the latest addition to our portfolio. $NVO is a pharma company that has been mainly in the diabetes market. In 2017 they launched Ozempic, an injectable solution of semaglutide used to treat diabetes. Then they realized that... Arată alte Traducere
Pedro Acuna Taboada
Chile
3l
Hello everyone! This last few weeks I've been doing some adjustments to our portfolio. Last month I closed what remained for our $BATS.L (British American Tobacco) position for a return of around 75% + dividends. $BATS.L was once the largest position in our portfolio, but, after the recent rally... Arată alte Traducere
Pedro Acuna Taboada
Chile
4l
Hello everyone! So today was a challenging day day for our portfolio, being the largest 1 day drop we've had since I joined eToro. While it might look bad it's important to look at with with some perspective, this move brings us back to the levels we were in early July, so the overall impact... Arată alte Traducere
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CROX
Crocs Inc
85.54
-0.49 (-0.57%)
Pedro Acuna Taboada
Chile
4l
Last Thursday $BATS.L (British American Tobacco) reported earnings, let's take a quick look. 𝗥𝗲𝘃𝗲𝗻𝘂𝗲: £𝟭𝟮.𝟬𝟳 𝗕𝗻 𝘃𝘀 £𝟭𝟮 𝗕𝗻 𝗘𝗦𝗧 (𝗱𝗼𝘄𝗻 𝟮.𝟮% 𝗬𝗼𝗬) ✅ 𝗘𝗣𝗦: £𝟭.𝟲𝟮 𝘃𝘀 £𝟭.𝟱𝟰 𝗘𝗦𝗧 (𝗱𝗼𝘄𝗻 𝟬.𝟭% 𝗬𝗼𝗬) ✅ When it comes to guidance for the full year it was improved:... Arată alte Traducere
Pedro Acuna Taboada
Chile
5l
Hello everyone! We just had $GOOGL (Alphabet Inc Class A) earnings, so here is a quick summary: Revenue: $96.4B vs EST $93.9B (up 14% YoY) ✅ EPS: $2.31 vs EST $2.16 (up 22% YoY) ✅ We all know that the narrative is that AI is killing search, so lets take a look at that segment 🔍. 𝗦𝗲𝗮𝗿𝗰𝗵 𝗴𝗿𝗲𝘄... Arată alte Traducere
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GOOGL
Alphabet Inc Class A
316.72
-0.36 (-0.11%)
Pedro Acuna Taboada
Chile
5l
So $GOOGL (Alphabet Inc Class A) has not had a great year when it comes to price action, but that's great for us. The stock started the year at ~ $190 and saw lows of about $140, this helped us secure a big position at an average of around $160, and with the stock now trading at $178 it has become... Arată alte Traducere
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GOOGL
Alphabet Inc Class A
316.72
-0.36 (-0.11%)
Pedro Acuna Taboada
Chile
7l
Hello everyone! Just a small update. So the market has fully recovered since my last update, it was a super short lived but I myself welcomed it. As you know I like it when the markets go down, as it gives us a chance to grab stocks at a discount. Since the downturn lasted just about two months and... Arată alte Traducere
Pedro Acuna Taboada
Chile
8l
Hello everyone! Usually I trade very little, most months go by without me doing any changes to our positions. But last month was the busiest trading month I've had in a while, so here is an update: Last month we saw a big move on the upside for our $BABA (Alibaba-ADR) / $9988.HK (Alibaba Group... Arată alte Traducere

Despre Pedro Acuna Taboada
Chile
Strategia: Valoare

Long term value investing, no leverage, no shorts, mostly stocks.
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