Guillaume Le Nezet
Guillaume Le Nezet @William_bzh

Performanță
Toate

11.27%2025
2025
20.11%2024
2024
36.21%2023
2023
-20.65%2022
2022
36.2%0%-36.2%
Discuții
Guillaume Le Nezet
Franța
29z
📉 A Short-Term Dip, a Long-Term Conviction Last week, the portfolio went through a notable correction, partly due to $Duolingo and growing concerns around translation glasses, which some fear could reduce people’s motivation to learn foreign languages — despite the company delivering excellent results. ⸻ 💬... Arată alte Traducere
Guillaume Le Nezet
Franța
1l
💬 Portfolio update: from Alexandria to $CI (Cigna Group) Colgate-Palmolive 🧠➡️🪥 With markets near record highs, I’ve chosen to add a layer of protection to my portfolio — rotating out of Alexandria Real Estate (ARE) and into Colgate-Palmolive (CL). Alexandria remains a quality REIT with strong life-science... Arată alte Traducere
Guillaume Le Nezet
Franța
2l
💼 New portfolio positioning into REITs (40%) $GFC.PA (Gecina) $VNA.DE (Vonovia SE) $ARE (Alexandria Real Estate Equities Inc) $PLD (Prologis Inc) Most portfolios — especially on eToro — have been in the green since 2023, driven by the rebound in tech and the AI wave. But this cycle won’t last forever.... Arată alte Traducere
Guillaume Le Nezet
Franța
2l
Editat
🚀 $AMD (Advanced Micro Devices Inc) — My Strongest Conviction is Paying Off! AMD has been my largest position by far and top conviction, and today it delivers. OpenAI just announced a strategic partnership to deploy 6 GW of AMD Instinct GPUs, starting with the MI450 in 2026. This deal positions AMD... Arată alte Traducere
Guillaume Le Nezet
Franța
3l
🍄 vs 📈 Mushroom Picking vs Stock Picking Sunday’s adventure: I went mushroom hunting in the forest. Some were rare, some were common… and some were just plain risky. Sound familiar? Yes, just like picking stocks: • 🍄 Some mushrooms are hidden gems. • 🍄 Some are overhyped. • 🍄 Some will make... Arată alte Traducere
Guillaume Le Nezet
Franța
3l
💡 Fear Creates Opportunity: Lessons from $ADBE (Adobe Systems Inc) Adobe, $DUOL (Duolingo) Duolingo & $NVO (Novo-Nordisk A/S SPONS ADR) Novo Nordisk Some of the biggest gains happen when the market is scared. Here’s how I think about it: 1️⃣ Adobe: The Moat Wins 🖌 Headlines say: “AI tools like... Arată alte Traducere
Guillaume Le Nezet
Franța
3l
Editat
🛍️ Spreadsheets don’t always capture brand power Markets are efficient. Everyone has the same data, the same dashboards, the same models. Picking winners only from numbers is harder than ever. What often gets missed: Testing the product yourself. Listening to customers directly. Observing how... Arată alte Traducere
Guillaume Le Nezet
Franța
3l
Beat the market $SPY (SPDR S&P 500 ETF) – that's my only goal. According to SPIVA surveys, over 90% of fund managers fail to do this. Why? Is it because they lack intelligence or access to the right resources? Not at all. These professionals are highly skilled and well-equipped. The main reason... Arată alte Traducere

Despre Guillaume Le Nezet
Franța
Strategia: Strategie multiplă

Capturing megatrends, balancing risks — in 10 key positions.
Afișează biografia completă Traducere
11 Copiatori
205 Urmaritori

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