| TEVA | Teva Pharmaceutical Industries Ltd. | TEVA Stock Analysis - Boring & hated company could be a triple in 2 years | 2022-01-19 | -7.8% | +19.3% | +148.0% | +33.3% |
| TEVA | Teva Pharmaceutical Industries Ltd. | TEVA Stock Part 2/2 - Short puts entry strategy | 2022-01-19 | -7.8% | +19.3% | +148.0% | +33.3% |
| BABA | Alibaba Group Holding Limited | My Portfolio Pt 1 - Alibaba, Teva, Shinoken, Australian Family Lawyers | 2022-02-02 | -14.2% | -10.7% | -19.6% | -1.8% |
| 8804.T | Shinoken Co., Ltd. | My Portfolio Pt 1 - Alibaba, Teva, Shinoken, Australian Family Lawyers | 2022-02-02 | -1.9% | -18.4% | +4.3% | -9.5% |
| SGT | Seritage Growth Properties | Seritage Growth Properties Stock Purchase | 2022-02-14 | -100.0% | -100.0% | -100.0% | -94.0% |
| PRX.AS | Prosus N.V. | Prosus Purchase - Tencent at a 40% discount?? The market cap is wrong! | 2022-02-28 | -15.1% | +16.3% | +53.5% | +25.6% |
| BABA | Alibaba Group Holding Limited | Alibaba Stock Purchase and Valuation - Growth to reaccelerate in Q4?? | 2022-03-17 | -4.9% | -18.6% | +47.0% | -7.1% |
| BABA | Alibaba Group Holding Limited | Alibaba Stock - Delisting risk. Good news & China Mobile example | 2022-03-19 | -13.7% | -24.6% | +32.2% | -12.3% |
| ASC.L | ASOS PLC | ASOS 3% Purchase - Consistent growth and cyclical margins | 2022-03-27 | -19.5% | -56.6% | -81.4% | -44.2% |
| ASC.L | ASOS PLC | ASOS Earnings Update H1 22. Bad but expected. Light at the end of the tunnel! | 2022-04-12 | -19.8% | -56.7% | -82.9% | -49.8% |
| WB | Weibo Corporation | Weibo Stock ($WB, $9898) - "The Twitter of China" is WAY cheaper than the price Elon Musk is paying! | 2022-05-31 | +5.1% | -36.5% | -58.9% | -37.7% |
| ASC.L | ASOS PLC | ASOS increase position to 5% and Q3 update | 2022-07-11 | +10.7% | -60.3% | -61.3% | -75.4% |
| STNE | StoneCo Ltd | StoneCo ($STNE) 12% Purchase - 10x potential in five years?? | 2022-07-13 | +38.0% | +47.0% | +77.0% | +28.4% |
| ASC.L | ASOS PLC | Shinoken - Buyout for 1600 Yen :(((( | 2022-08-23 | -22.4% | -44.8% | -52.8% | -52.3% |
| PRX.AS | Prosus N.V. | Does Prosus have a capital allocation problem? Selling the remainder of my shares. | 2022-08-23 | -15.3% | +11.2% | +118.6% | +3.7% |
| META | Meta Platforms, Inc. | Selling TEVA (for now) and buying META with proceeds | 2022-10-24 | -13.5% | +140.9% | +469.2% | +129.1% |
| META | Meta Platforms, Inc. | META Stock purchase - Metaverse, sentiment, Zuckeberg, capex and other ramblings | 2022-11-04 | +36.0% | +246.5% | +591.0% | +231.0% |
| SRG | Seritage Growth Properties | Major hurdle cleared at Seritage Growth Properties! $SRG | 2023-02-03 | -6.1% | -27.2% | -75.0% | -47.1% |
| ASC.L | ASOS PLC | A bunch short-term January trades - SPX, GOOG, ASOS, BABA. | 2023-02-03 | -6.1% | -60.5% | -65.8% | -80.4% |
| GOOG | Alphabet Inc | A bunch short-term January trades - SPX, GOOG, ASOS, BABA. | 2023-02-03 | -10.6% | +36.4% | +223.8% | +16.5% |
| STNE | StoneCo Ltd | Feb Trades - Add to STNE, close GOOG/SPX/ASOS trades from Jan | 2023-03-13 | +32.6% | +101.2% | +60.8% | +67.3% |
| BABA | Alibaba Group Holding Limited | March trades META, ASOS, BABA, STNE - Rebalancing strategy for sideways market | 2023-04-02 | -20.2% | -28.7% | +19.4% | -55.4% |
| STNE | StoneCo Ltd | March trades META, ASOS, BABA, STNE - Rebalancing strategy for sideways market | 2023-04-02 | +26.4% | +70.2% | +46.2% | +43.5% |
| STNE | StoneCo Ltd | Full portfolio & returns from 2022 and Q1 2023 | 2023-04-15 | +19.1% | +32.3% | +26.0% | +10.0% |
| FLOW | Flow Traders N.V. | FLOW Traders Q1 - The market isn't happy but I'm fine | 2023-04-21 | — | — | — | — |
| LBTYA | Liberty Global | Buying two cigar butts - Liberty Global & Teva | 2023-05-24 | -0.9% | -3.0% | +41.5% | -31.8% |
| TEVA | Teva Pharmaceutical Industries Ltd. | Buying two cigar butts - Liberty Global & Teva | 2023-05-24 | +0.7% | +119.3% | +354.8% | +90.5% |
| STNE | StoneCo Ltd | STNE - Stoneco delivers yet another great quarter! This company is WAY undervalued right now | 2023-05-30 | +1.8% | +10.9% | -8.5% | -13.4% |
| MU | Micron Technology | April & May trades - MU purchase, STNE add, META trim, MANU sell | 2023-06-06 | -9.3% | +92.6% | +1179.3% | +67.7% |
| STNE | StoneCo Ltd | April & May trades - MU purchase, STNE add, META trim, MANU sell | 2023-06-06 | -13.8% | +2.9% | -20.9% | -22.0% |
| PDD | Pinduoduo Inc. | PDD Purchase - It's a scaled economies shared business, but not why you think | 2023-06-20 | +0.8% | +93.9% | +7.1% | +68.8% |
| FLOW.AS | Flow Traders | Flow Traders Q2 - The Dividend is the Thing | 2023-09-23 | -9.7% | +4.0% | — | -28.4% |
| STNE | StoneCo Ltd | StoneCo - Q2 2023 update and add to position at $10 | 2023-10-15 | +39.6% | +12.9% | — | -21.5% |
| FLOW | Flow Traders N.V. | Q4 Trades - STNE SPY META FLOW & Fed thoughts | 2023-12-30 | +0.8% | +10.4% | — | -13.3% |
| STNE | StoneCo Ltd | Q4 Trades - STNE SPY META FLOW & Fed thoughts | 2023-12-30 | -1.2% | -56.3% | — | -80.1% |
| SPY | SPDR S&P 500 ETF | Q4 Trades - STNE SPY META FLOW & Fed thoughts | 2023-12-30 | +3.3% | +23.8% | — | +0.0% |
| META | Meta Platforms, Inc. | Q4 Trades - STNE SPY META FLOW & Fed thoughts | 2023-12-30 | +13.0% | +67.0% | — | +43.3% |
| QFIN | Kefu Technologies | QFIN purchase - 10%+ growth with 25% earnings yield. Too good to be true? | 2024-01-01 | -9.2% | +142.6% | — | +119.3% |
| LBTYA | Liberty Global | 2023 Portfolio results review. Plus lessons from some wins and losses | 2024-01-07 | +8.3% | +38.4% | — | +12.6% |
| SIL | Global X Silver Miners ETF | Gold and Silver purchases - PMs breaking out to new highs! | 2024-05-20 | -9.5% | +15.3% | — | +3.5% |
| BABA | Alibaba Group Holding Limited | BABA Q4 2024 - Two possible reasons for optimism in 2024 | 2024-05-25 | -9.2% | +48.6% | — | +39.2% |
| STNE | StoneCo Ltd | STNE posts a mixed Q1 2024. Buying the dip, but I'm careful of some concerning items. | 2024-06-16 | +12.5% | +24.3% | — | +13.3% |
| FLOW.AS | Flow Traders | Flow Traders Q2 Earnings - Dividend cut is good for long term investors | 2024-08-03 | +9.7% | +71.0% | — | +54.4% |
| PDD | Pinduoduo Inc. | PDD - Q2 results. Is the price beatdown justified or an opportunity? | 2024-09-10 | +52.1% | +34.0% | — | +15.1% |
| EC | Ecopetrol | Ecopetrol - Buying when political blood in the streets (and bonus of 10-20% dividends) | 2024-10-20 | -1.8% | +6.2% | — | -8.6% |
| PAGS | PagSeguro Digital Ltd. | PAGS Purchase for 3 reasons | 2024-12-12 | -8.5% | +47.6% | — | +34.8% |
| NU | Nubank | 2024 Review, Portfolio, and Two New Stocks! | 2025-02-01 | -18.8% | +34.1% | — | +19.1% |
| VTY.L | Vistry Group plc | 2024 Review, Portfolio, and Two New Stocks! | 2025-02-01 | +3.8% | +23.5% | — | +8.5% |
| FLOW | Flow Traders N.V. | 2024 Review, Portfolio, and Two New Stocks! | 2025-02-01 | -1.1% | +13.1% | — | -1.8% |
| PDD | Pinduoduo Inc. | 2024 Review, Portfolio, and Two New Stocks! | 2025-02-01 | +1.6% | -9.7% | — | -24.7% |
| APP | AppLovin Corp | Applovin Q1 - Another banger & 4 paths to future growth | 2025-05-08 | +23.1% | +38.0% | — | +7.5% |
| KSPI | Kaspi | Kaspi ($KSPI) - Impenetrable Network Moat | 2025-08-22 | -6.8% | — | — | — |
| FLO | Flow Traders | FLOW Traders Q2 2025 - The lumpiness continues | 2025-09-10 | -11.8% | — | — | — |
| STNE | StoneCo Ltd | StoneCo flying and now at $19 - What am I doing? | 2025-09-18 | -6.9% | — | — | — |
| FLL | Full House Resorts | Full House Resorts ($FLL) 9:1 Gamble on this Casino Operator | 2025-10-16 | -10.2% | — | — | — |
| DLO | DLocal Ltd | Crash or Bubble?? How I prepare for them both | 2025-10-23 | -16.8% | — | — | — |
| DLO | DLocal Ltd | DLocal $DLO overview - Scaled Economies Shared model in the making | 2025-10-25 | -14.5% | — | — | — |
| FLTR | Flow Traders | Flow Traders Q3 - Buying the dip on good news | 2025-11-01 | -0.4% | — | — | — |
| FLL | Full House Resorts | Full House Resorts $FLL - Q3 results looking good! | 2025-11-09 | +0.4% | — | — | — |
| KSPI | Kaspi | Kaspi $KSPI - Big Q3 Win for Hepsi & Unexpected Buyback | 2025-11-20 | +8.6% | — | — | — |
| FLL | Full House Resorts | Unexpected good news for Full House Resorts $FLL adds more upside to its long term potential | 2025-12-19 | -9.0% | — | — | — |
| STNE | StoneCo Ltd | StoneCo CEO quits! Is this a problem? $STNE | 2026-01-08 | +16.7% | — | — | — |
| LULU | Lululemon Athletica Inc. | Lululemon Stock - Is this just a bad moment for a great brand? | 2026-02-20 | -13.1% | — | — | — |
| VTY.L | Vistry Group plc | Vistry Q4 2025 - Greg Fitzgerald quits and the stock tanks! | 2026-03-07 | -26.5% | — | — | — |