Rafael Lopez
Rafael Lopez @rafaeldfl

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40.36%2025
2025
28.71%2024
2024
35.69%2023
2023
40.4%0%-40.4%
討論
Rafael Lopez
巴西
12 天
A news report that $META (Meta Platforms Inc) CEO Mark Zuckerberg plans to significantly reduce resources allocated to the company’s metaverse initiatives was followed by a 6% surge in pre-market trading. This tells us a lot about the management dimension regarding any company’s success, and about the... 顯示更多 翻譯
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META
Meta Platforms Inc
641.03
-6.47 (-1.00%)
Rafael Lopez
巴西
21 天
已修改
The market correction observed over the last few weeks suggests that the typical year-end phenomenon of tax-loss selling (usually seen in November and December) may be largely completed. This completion increases the probability of stronger S&P 500 performance in the coming weeks. While not a fundamental... 顯示更多 翻譯
Rafael Lopez
巴西
29 天
已修改
We are adding a new position in $1810.HK (Xiaomi Corp) , as a way of opening a position in a Chinese company which has some attractive characteristics. First of all, this is a company with good margins, and extremely successful on its auto business, becoming one of the main companies in the EV market... 顯示更多 翻譯
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1810.HK
Xiaomi Corp
40.89
-0.95 (-2.27%)
Rafael Lopez
巴西
29 天
已修改
We have just trimmed our $META (Meta Platforms Inc) position as a first step towards a more risk disciplined approach. Despite that, we still hold a significant position in the stock, which shows our belief in the company. The movement has been made towards $CCL (Carnival Corp), a cruising company,... 顯示更多 翻譯
Rafael Lopez
巴西
2 個月
已修改
We have established a new position in $META (Meta Platforms Inc), capitalizing on the recent price adjustment following the last reported results. Despite concerns about the expense growth and market doubts about META's capacity of delivering a high ROE and ROIC after the CAPEX increase, our thesis... 顯示更多 翻譯
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META
Meta Platforms Inc
641.03
-6.47 (-1.00%)
Rafael Lopez
巴西
2 個月
已修改
The spectacular earnings released by $LLY (Eli Lilly & Co) today—driven by overwhelming demand for its GLP-1 treatments, Zepbound and Mounjaro—firmly validates the strength and growth trajectory of the entire weight loss and diabetes market. While Lilly hiked its full-year outlook, we believe this market... 顯示更多 翻譯
Rafael Lopez
巴西
2 個月
已修改
"The most powerful force in the universe is compound interest." This is a famous quote often attributed to Albert Einstein, and which should be a mantra of any long term investor, as interest rates have the power to create an almost unlimited wealth, and every patient investor could really... 顯示更多 翻譯
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BRK.B
Berkshire Hathaway Inc
504.64
-1.74 (-0.34%)
Rafael Lopez
巴西
2 個月
已修改
There is currently both a fiscal and monetary policy easing in the US, the first usually thought as a relief to spur corporate investments, and the second as a response to a weaker labor market. But actually there may be other factors beneath, quite important ones. As for the monetary easing, liquidity... 顯示更多 翻譯
Rafael Lopez
巴西
3 個月
In a world where interest rates in the developed countries are really low, and if we consider inflation, even lower, people can count less and less on income provided by fixed income assets. Usually, elderly people tend to allocate a bigger part of their portfolios into fixed income assets, but this... 顯示更多 翻譯
Rafael Lopez
巴西
3 個月
$NVO (Novo-Nordisk A/S SPONS ADR) is to cut 9000 jobs as a move to control costs and keep its profitability in a more competitive market environment. This is the equivalent of 11% of its workforce. This was expected, as management had anticipated that such a move should be made. That's one of the... 顯示更多 翻譯
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NVO
Novo-Nordisk A/S SPONS ADR
50.26
0.19 (0.38%)

關於 Rafael Lopez
巴西
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Over fifteen years' experience as a professional Value Investor.
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