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 at current licensed by the Brazilian Securities Payment (CVM) as every a portfolio supervisor and an funding advertising advisor. I moreover completed CFA Diploma II in 2024. I beforehand labored throughout the oil and gas sector sooner than making a career change. I began studying worldwide equities to take a place 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, considerably in hardware-related fields. On this platform, I’m going to primarily be sharing funding ideas in semiconductors, robotics, and vitality. I think about in investing in corporations inside oligopolistic sectors with extreme limitations to entry. I moreover are prone to steer clear of smaller corporations, as my experience has confirmed that the perceived risks in such corporations are generally underestimated. I really like writing and have printed some books on completely different subjects. I hope my articles on Seeking Alpha can current small consumers with good funding ideas. My funding methodology emphasizes progress at an inexpensive worth, primarily with a mid- to long-term funding horizon. You most likely have any questions or suggestions on my thesis, please attain out by direct message or depart a contact upon the article. Preserve investing!
Analyst’s Disclosure: I/we’ve no stock, alternative or associated spinoff place in any of the companies talked about, and no plans to impress any such positions inside the following 72 hours. I wrote this textual content myself, and it expresses my very personal opinions. I’m not receiving compensation for it (aside from from Seeking Alpha). I’ve no enterprise relationship with any agency whose stock is talked about on this text.
Seeking Alpha’s Disclosure: Earlier effectivity isn’t any guarantee of future outcomes. No recommendation or advice is being given as as to if any funding is acceptable for a particular investor. Any views or opinions expressed above won’t mirror these of Seeking Alpha as a whole. Seeking Alpha won’t be a licensed securities vendor, seller or US funding adviser or funding monetary establishment. Our analysts are third social gathering authors that embrace every expert consumers and explicit particular person consumers who might be not licensed or licensed by any institute or regulatory physique.
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