Alessandro

Long term non professional investor. Passionate about innovation. Would like to see the first human mission to Mars...
None of my posts is an investment advice.

[Alessandro @MyGrowthStocks]

Added some $SE shares today. It's like buying at $40 in 2024.

[Alessandro @MyGrowthStocks]

$SE Sea Limited is back to the valuation it had in Jan '24, at around $40, despite the price has doubled and the growth is much much higher:
- Jan '24: $40, 1,6 EV/Rev, 5% YoY Rev Growth
- Jun '26: $84, 1,5 EV/Rev, 46% YoY Rev Growth

My nr 4 position. Not financial advice.

[Alessandro @MyGrowthStocks]

I'm tempted to add to $SE, $NU and $RIVN. Let's see some other red days !

[Alessandro @MyGrowthStocks]

$SE Sea Limited is back to the valuation it had in Jan '24, at around $40, despite the price has doubled and the growth is much much higher:
- Jan '24: $40, 1,6 EV/Rev, 5% YoY Rev Growth
- Jun '26: $84, 1,5 EV/Rev, 46% YoY Rev Growth

My nr 4 position. Not financial advice.

[Alessandro @MyGrowthStocks]

@value_invest12 I have a $9.50 cost base but only 1.5% of portfolio. I'm hoping they hire a good CEO soon.

[Alessandro @MyGrowthStocks]

@WOLF_Financial $DLO DLocal

[Alessandro @MyGrowthStocks]

@realroseceline What is the % weight of your biggest position in your stocks portfolio ?

[Alessandro @MyGrowthStocks]

Best app for portfolio tracking in the world! And @hamids returns are terrific!

[Hamid @hamids]

We just released an "Analytics" tab for portfolios hosted on Savvy Trader (thanks to @dustinalper our product designer) - and it is AWESOME! This is the tab for my portfolio (link in my profile).

[Alessandro @MyGrowthStocks]

@hamids @dustinalper I really love this feature! And your returns are stellar!

[Alessandro @MyGrowthStocks]

@puddington78 @value_invest12 @ritmus_sk It's written in their 10-K that 30% of the new clinical program customers is transitioning from the behavioural one. Different from what you say.

[Alessandro @MyGrowthStocks]

@farzyness @99_Colorado This is based on the wrong assumption people are only consumers. Give them free goods and services and they will be happy. Panem and circenses...

People need a scope and identity. Some want to be doctors, engineers, designers even if AI does it better.

[Alessandro @MyGrowthStocks]

@nanalyzetweets This is a good example of conflicts between research and marketing, supported by Ark 5 years "rolling" time horizon.

[Alessandro @MyGrowthStocks]

@Brian_Stoffel_ @nntaleb Do you include cybersecurity companies in the disrupted category? SentinelOne has AI products since years but has never created much disruption to Crowdstrike...

[Alessandro @MyGrowthStocks]

@value_invest12 I'm starting to think that WW can be an interesting play at these levels.

[Alessandro @MyGrowthStocks]

@XEdJones Which is your portfolio performance YTD? My portfolio is in a bear market...

[Alessandro @MyGrowthStocks]

@value_invest12 Yes I'm also expecting to see the debt refinanced sooner or later. I have "only" 8% of my portfolio allocated to Bumble.

[Alessandro @MyGrowthStocks]

@GabGrowth Don't you think the oil price crises could have a big impact on Sea Limited, increasing transport costs and reducing margins?

[Alessandro @MyGrowthStocks]

@nanalyzetweets @pepemoonboy Indeed. I've been investing since before 11/9 and I confirm this is not the worst stock market I've ever seen 😂

[Alessandro @MyGrowthStocks]

@ARK_Funds @ARKInvest @TashaARK I would take your forecast with caution. I remember when you were making big predictions about 3D printing... Your $PRNT ETF: 5Y -44%.

[Alessandro @MyGrowthStocks]

$S SentinelOne. Until they don't reduce SBC significantly the stock will not go anywhere.
- 2026 YTD revenues $1,001,278 M
- SBC $297,587 M (30% of Revenues)
- 6.4% dilution at current market cap

With 2.800 employees it is avg $106,000 per employee!