Andre De Jesus Ferreira dos Santos
Andre De Jesus Ferreira dos Santos @LongTheWorld

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全部

7.73%2026
2026
-7.64%2025
2025
15.52%2024
2024
3.90%2023
2023
-14.02%2022
2022
14.15%2021
2021
20.58%2020
2020
20.6%0%-20.6%
討論
Andre De Jesus Ferreira dos Santos
瑞士
3 天
As the price keeps falling, the future value keeps increasing. An Update on share buyback programs vs marketcap: $CRM (Salesforce Inc) Marketcap : 152B , Buyback program : 50B (32.9%) $VEEV (Veeva Systems Inc A) Marketcap : 29B , Buyback program : 2B (8%) 翻譯
Andre De Jesus Ferreira dos Santos
瑞士
1M
Time to get into Software? This week I added $CRM (Salesforce Inc) and $VEEV (Veeva Systems Inc A) , 2 high quality software companies at record low valuations. And good knews both companies know it and announced their new buyback programs. $CRM Marketcap : 183B , Buyback program : 50B (27%) $VEEV... 顯示更多 翻譯
Andre De Jesus Ferreira dos Santos
瑞士
13 天
A deep dive into $VEEV (Veeva Systems Inc A) — a leading cloud software provider focused on the life sciences industry (pharma, biotech, medtech, etc.). At the current price of ~$175 and a market cap of ~$29B, I believe $VEEV will create great shareholder value in the years ahead. 𝘾𝙖𝙨𝙝 𝙈𝙖𝙘𝙝𝙞𝙣𝙚... 顯示更多 翻譯
Andre De Jesus Ferreira dos Santos
瑞士
20 天
I am one of those that have been holding out on $DAVE (Dave Inc.) because of its graph. At the beginning of 2024 it had a $100M market cap and $1B in 2025 and $3B in 2026 . But it's also true that the IPO / SPAC was at a $4B valuation so it's currently lower than that. There was a recent interview... 顯示更多 翻譯
Why DAVE's Explosive Growth Can't Be Ignored | A Conversation with Dave & Fraxinus
www.youtube.com
Join the Club to get access to portfolio updates broker screenshots, weekly private content, investment write ups, monthly top ideas to guide research, and be part of a community of investors. Join the Club: https://mee6.xyz/en/m/922238197034004560 0:00 Introduction & What is Dave? 1:44 Who is Dave's Customer? 4:22 Positioning vs. Incumbent Banks 7:25 The Extra Cash Customer Journey 9:35 Cash AI & Underwriting Engine 12:01 Comparison to Affirm & Rapid Model Iteration 15:08 Low Delinquency Rates & Countercyclical Dynamics 20:00 Proven Through a Credit Cycle 21:38 Payback Periods & Growth Algorithm 25:03 Retention, Reactivation & Flywheel 27:40 Cohort Dynamics & Compounding Economics 31:06 Operating Leverage & Software-Like Scalability 32:45 AI Across the Business 36:07 Data-First Culture & Surprising Capabilities 37:28 Origin of the Bear Mascot 38:37 Evolve to Coastal Community Bank Migration 40:21 BNPL Card Product Launch 43:16 Top-of-Wallet Strategy Without Direct Deposit 46:03 Investor Perception of EWA/BNPL Categories 48:06 Share Buyback & Convertible Note 54:06 Valuation & "Have I Missed It?" 57:30 Macro Resilience & Unemployment Dynamics 59:46 Long-Term Vision & Potential Bank Charter 1:02:17 Closing Remarks & Disclosures
Andre De Jesus Ferreira dos Santos
瑞士
26 天
Further news on $O (Realty Income Corp) journey into private equity: www.realtyincome.com/investors/press-releases/realty-income-and-apollo-establish-strategic-partnership $APO (Apollo Global Management Inc) 翻譯
Andre De Jesus Ferreira dos Santos
瑞士
5 個月
So $O (Realty Income Corp) was one of my favourite REITs in the past, however in the last few years it has shifted its core business a lot and it has added a lot of geographic diversification in Europe making it not as stable as it was in the past. It has also doubled its market cap in the last 6 years... 顯示更多 翻譯
Andre De Jesus Ferreira dos Santos
瑞士
1M
Time to get into Software? This week I added $CRM (Salesforce Inc) and $VEEV (Veeva Systems Inc A) , 2 high quality software companies at record low valuations. And good knews both companies know it and announced their new buyback programs. $CRM Marketcap : 183B , Buyback program : 50B (27%) $VEEV... 顯示更多 翻譯
Andre De Jesus Ferreira dos Santos
瑞士
1M
Anyone with stuck orders? I have sold some positions and I have yet to see my balance updated, orders got filled and its on the history page but no money back . I also have buy orders at market that are stuck, can't cancel , and the market price has shifted a few %s already, but they are still unfulfilled... 顯示更多 翻譯
Andre De Jesus Ferreira dos Santos
瑞士
2 個月
Apparently RTH stocks have more risk than 24 / 5 stocks. The risk measure in etoro has always been a bit misleading because it's actually volatility but I guess no one cares about that part. But the new introduction of the RTH and 24 / 5 system added a new layer to this. I got the same stock on... 顯示更多 翻譯
Andre De Jesus Ferreira dos Santos
瑞士
2 個月
Sometimes during hypes I randomly add companies to my alert list with target prices for a 99% drop, and from time to time one hits. At its peak $TDOC (Teladoc Health Inc) hit $42B in marketcap , lots of hype at the time , now it finally hit my price target and its under $1B , it seems no one cares about... 顯示更多 翻譯
Andre De Jesus Ferreira dos Santos
瑞士
3 個月
I find myself checking $SWKS (Skyworks Solutions) again because despite the merge I didnt remove it from my list. Two Months ago when the merger was announced I took my profits at $86 dollars and one odd thing I noticed was that both stocks went up on the news. Usually the “buyer” or the biggest stock... 顯示更多 翻譯
Andre De Jesus Ferreira dos Santos
瑞士
4 個月
This year has not been the best for our portfolio. The 2 biggest positions $AESI (AESI Holdings Inc) and $ARE (Alexandria Real Estate Equities Inc) are both significantly down, with $AESI having a -57% YoY and $ARE -51% YoY. Particularly for $ARE in December there was a flow of news, from a dividend... 顯示更多 翻譯

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Focused on creating value.
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