Eugenio Catone
Eugenio Catone @CatoneEugenio

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-1.51%2026
2026
19.34%2025
2025
18.98%2024
2024
64.17%2023
2023
-6.87%2022
2022
64.2%0%-64.2%
讨论
Eugenio Catone
Eugenio Catone
意大利
4 天
Since the start of the year, my portfolio's performance has been quite underwhelming, especially from April onward. The stock market rally was super aggressive, but I went into defensive mode instead—building up cash and investing in companies with stable cash flows that have basically nothing to... 显示更多 翻译
Wall Street falls sharply as AI stocks resume their sell-off
ca.finance.yahoo.com
NEW YORK (AP) — Artificial-intelligence stocks are resuming their sell-off on Tuesday, and the former superstars that had led the market to records are dragging Wall Street down with them.
Eugenio Catone
Eugenio Catone
意大利
9 天
If you’re planning to invest in this year’s mega IPOs—like SpaceX, Anthropic, and OpenAI—you’ll definitely want to check out this chart shared by Josh Schafer on X. As you can see, a ton of companies hit massive drawdowns during their first year on the public market. This list includes some of the biggest... 显示更多 翻译
Eugenio Catone
Eugenio Catone
意大利
11 天
After 15 years of massive buybacks, Alphabet just announced an $80 billion stock issuance. It’s just under a 2% dilution, so it’s not a big deal, but it’s a historic shift. Even though Alphabet basically prints money and has already raised billions in debt, they now need to dilute shareholders to keep... 显示更多 翻译
Alphabet Launches $80 Billion Capital Raise to Fund AI Expansion with Berkshire Hathaway Support (GOOG)
investorshub.advfn.com
Alphabet Inc. (NASDAQ:GOOG) has announced plans to raise $80 billion in new equity capital as the company ramps up investment in artificial intelligence infrastructure to meet rapidly growing demand for its AI products and services.
Eugenio Catone
Eugenio Catone
意大利
12 天
President Trump is telling everyone to "just sit back and relax," but that’s easier said than done with the attacks in the Middle East flaring up again. Israel is hitting Lebanon hard, which is the exact opposite of what Iran wanted before reopening the Strait of Hormuz. At the same time,... 显示更多 翻译
Eugenio Catone
Eugenio Catone
意大利
16 天
This isn't 2008 all over again for mortgages, but take a look at credit card delinquencies over 90 days: we are nearing the peak of the Great Financial Crisis. It is quite paradoxical that this is happening with the market at all-time highs, but I suppose this is one of the consequences of the... 显示更多 翻译
Eugenio Catone
Eugenio Catone
意大利
17 天
Why aren't markets crashing despite the looming energy crisis and historical low consumer sentiment? There are several reasons, but one that I rarely hear discussed relates to social inequalities. Compared to decades ago, the top 0.10% of the US population holds an immense amount of wealth in terms... 显示更多 翻译
Eugenio Catone
Eugenio Catone
意大利
22 天
Over the past two decades, Hermès has dropped by more than 40% only three times: during the Great Financial Crisis, in 2022, and today. On previous occasions, the stock always rebounded aggressively over the following quarters. Clearly, this is no guarantee of future returns, but it’s a statistic in... 显示更多 翻译
Eugenio Catone
Eugenio Catone
意大利
23 天
With the release of the Ferrari Luce coming up on May 25, Ferrari is about to unveil the first fully electric vehicle in the history of the Prancing Horse. The wait is almost over, but investors seem fairly concerned about this historic shift from a company that built much of its identity around the... 显示更多 翻译
Eugenio Catone
Eugenio Catone
意大利
24 天
Oil prices are falling sharply following Trump’s recent statements suggesting that the war is nearing a resolution—or rather, Iran’s unconditional surrender. The markets are reacting positively, but it is worth noting that what is happening is nothing new. Since the U.S. and Iran reached a ceasefire... 显示更多 翻译
Oil prices slump after Trump says US-Iran negotiations in 'final stages'
finance.yahoo.com
By Nicole Jao NEW YORK, May 20 (Reuters) - Oil prices fell 4% on Wednesday after U.S.
Eugenio Catone
Eugenio Catone
意大利
25 天
U.S. Treasury yields surged as mounting inflation fears prompted investors to dump government bonds, driving borrowing costs higher on the expectation that interest rates will stay elevated. The selloff pushed the 30-year yield to a 19-year high of 5.20%, while the benchmark 10-year yield jumped to... 显示更多 翻译

关于 Eugenio Catone
意大利
策略: 价值策略

Long-term view; I only invest in exceptional businesses. Minimum copy amount: $200
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