Hello man I used your advice in 2022! I bought KGC and I am up 126%...what a solid advice. The best part is I completely forgot about this stock on one smaller broker. I wondered if you still have this channel and im glad you grew a lot. from around 800 subs to 23,5 keep up the good work...... I will take profits now. Thank you very much
Morgage rates are currently again goinig up so to invest in first solar and enphase could be a risk. I would be careful and wait for a trend in the morgage rates.
Enphase is a great company and I feel like it's a steal at 75 and below. Unfortunately I went in a bit early at around 90 and I don't want to make it to big of a position but I will definitely hold my position. Nu Holdings also seems interesting!
Home insurance companies analysis! They're taking a hit because of the unseasonal forest fires in Califronia and plan to increase premiums. They seem to be cyclical with selling occurring in May right before forest fire season starts (June) and pick back up in the month they end (October).
I own a small position in NU but a much bigger one in MELI. I believe MELI will be perfectly fine with the headwinds more than NU imo. Their biggest advantage is diversification in terms of regions they operate in.Argentina could possibly be a tailwind for them and it could make up for the headwind in Brazil. NU I believe could easily go to single digits since they are heavily concentrated in Brazil. I will definetly load up on NU when it goes to single digits.
Same, i entered NU with small position, but holding big poaition in MELI, but even bigger position in KSPI (which is similar to MELI, but much cheaper).
@@ChackalisimoI agree but if you look at their revenue by segment. Brazil is a huge portion like over 90%. That’s why I said they will have a bit harsh headwinds.
@@Ants_of_the_sky282 You are right, it may take some headwings in the short-mid term; I am confident on the long term. But it could indeed go lower. I am also a little worried about the whole market being in a bubble that could crash everything anytime soon
I use IBKR to invest in international stocks: www.interactivebrokers.com/mkt/?src=pntinvY&url=%2Fen%2Fhome.php
Hello man I used your advice in 2022! I bought KGC and I am up 126%...what a solid advice. The best part is I completely forgot about this stock on one smaller broker. I wondered if you still have this channel and im glad you grew a lot. from around 800 subs to 23,5 keep up the good work...... I will take profits now. Thank you very much
wow, anytime!
Good video. I would add STNE to NU as an opportunity too. Thanks!
STNE has been in negative operating income with positive net income for too long. What are they doing?
Morgage rates are currently again goinig up so to invest in first solar and enphase could be a risk. I would be careful and wait for a trend in the morgage rates.
First Solar primarily focuses on utility-scale projects rather than residential installations.
Hey, what do you think about NEP?
Thank you
Enphase is a great company and I feel like it's a steal at 75 and below. Unfortunately I went in a bit early at around 90 and I don't want to make it to big of a position but I will definitely hold my position. Nu Holdings also seems interesting!
a video on Adobe some time soon maybe? The selloff seems very surprising, so I'm wondering if there's more than meets the eye
already did
I have some OTM leaps on NU I’ve been accumulating
Home insurance companies analysis!
They're taking a hit because of the unseasonal forest fires in Califronia and plan to increase premiums.
They seem to be cyclical with selling occurring in May right before forest fire season starts (June) and pick back up in the month they end (October).
Do you think INMD is a buying oportunity?
SQ is changing to XYZ btw
All currencies are down against the USD.
Best to compare against other currencies since USD is on a tear
I own a small position in NU but a much bigger one in MELI. I believe MELI will be perfectly fine with the headwinds more than NU imo. Their biggest advantage is diversification in terms of regions they operate in.Argentina could possibly be a tailwind for them and it could make up for the headwind in Brazil. NU I believe could easily go to single digits since they are heavily concentrated in Brazil. I will definetly load up on NU when it goes to single digits.
They are growing fast in Mexico, a little in Colombia and they are planning to open Europe. As a user, I love Nu.
Not going to single digits
Same, i entered NU with small position, but holding big poaition in MELI, but even bigger position in KSPI (which is similar to MELI, but much cheaper).
@@ChackalisimoI agree but if you look at their revenue by segment. Brazil is a huge portion like over 90%. That’s why I said they will have a bit harsh headwinds.
@@Ants_of_the_sky282 You are right, it may take some headwings in the short-mid term; I am confident on the long term. But it could indeed go lower. I am also a little worried about the whole market being in a bubble that could crash everything anytime soon
Nu Bank