I’m a full-time analyst and portfolio supervisor of a experience fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal School of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I’m presently licensed by the Brazilian Securities Price (CVM) as every a portfolio supervisor and an funding advisor. I moreover achieved CFA Stage II in 2024. I beforehand labored throughout the oil and gasoline sector sooner than making a occupation change. I began discovering out worldwide equities to invest my very personal money, with one amongst my earliest analysis specializing in NVDA in 2017. As quickly as I started diving into the semiconductor sector, I couldn’t get ample of it. As a mechanical engineer, I’m an fanatic of disruptive utilized sciences, notably in hardware-related fields. On this platform, I’m going to primarily be sharing funding ideas in semiconductors, robotics, and energy. I think about in investing in companies inside oligopolistic sectors with extreme boundaries to entry. I moreover are inclined to avoid smaller companies, as my experience has confirmed that the perceived risks in such companies are typically underestimated. I really like writing and have printed some books on totally different subjects. I hope my articles on Trying to find Alpha can current small merchants with good funding ideas. My funding technique emphasizes improvement at an reasonably priced price, primarily with a mid- to long-term funding horizon. You most likely have any questions or suggestions on my thesis, please attain out by means of direct message or depart a contact upon the article. Protect investing!
Analyst’s Disclosure: I/we’ve no stock, alternative or associated by-product place in any of the companies talked about, and no plans to impress any such positions all through the next 72 hours. I wrote this textual content myself, and it expresses my very personal opinions. I’m not receiving compensation for it (other than from Trying to find Alpha). I’ve no enterprise relationship with any agency whose stock is talked about on this text.
Trying to find Alpha’s Disclosure: Earlier effectivity isn’t any guarantee of future outcomes. No suggestion or suggestion is being given as as to if any funding is suitable for a specific investor. Any views or opinions expressed above won’t mirror these of Trying to find Alpha as a complete. Trying to find Alpha simply isn’t a licensed securities vendor, supplier or US funding adviser or funding monetary establishment. Our analysts are third get collectively authors that embody every expert merchants and specific particular person merchants who won’t be licensed or licensed by any institute or regulatory physique.
Supply hyperlink
