Manuel

I am a private investor
investment consultant and financial analyst.

They are not investment advice.

Audentes fortuna iuvat.

[Manuel @Blake1725]

💎The 10 best-performing stocks in my portfolio 2024:

1. $CORZ +7000% 🥇
2. $MSTR +1400% 🥈
3. $BTU +900%🥉
4. $AGFY +815%
5. $ARLP +670%
6. $TNXP +620%
7. $AMSC +600%
8. $VANI +600%
9. $SIDU +525%
10. $TAST +400%

[Manuel @Blake1725]

@larazon_es

[Manuel @Blake1725]

👁️Don't forget this company: $NAK

🙏Happy Sunday

[Manuel @Blake1725]

🧵Pequeña posición especulativa en $JOB 0.235$

📌Micro-cap de staffing con $20M en caja, s/d y Roth Capital explorando alternativas estratégicas (venta/M&A).

💥Es una sit. especial de net-net-ish con catalyst de M&A.

⚠️Alto riesgo.

⏳Time Will Tell

[Manuel @Blake1725]

$WOSG +91%

[Manuel @Blake1725]

@VanguardEconomy 🚨Quién no se subió a este tren,el destino le acaba de dar otra oportunidad.😉 $WOSG

[Manuel @Blake1725]

$LLY New ATH

[Manuel @Blake1725]

✍️Desde entonces: $LLY +635% ( +Divs)
CAGR 40%

[Manuel @Blake1725]

💎 $CORZ warrants update .

Bought both tranches back in 2024 at pennies.

✅ Tranche 1 (CORZW): $19.41
✅ Tranche 2 (CORZZ): $25.25

📈 Total ROI from entry: +11,000%

What started as ~$140 is now sitting at $446 — and that's just 10 contracts each.

[Manuel @Blake1725]

💎Core Scientific $CORZ +6200% ROI

💹My warrant contracts are multiplied by 62 times.

✒️Today the company reaches 14 dollars per share,thus exceeding 3.62B MC.

[Manuel @Blake1725]

$DY +315% CAGR 94%

Dycom posts record fiscal Q1 2027 with EPS $4.42 (+111% YoY)
Raises full-year 2027 outlook
Dycom announced today a $275 million acquisition

[Manuel @Blake1725]

Dycom Industries, Inc. (DY)

+Added to my portfolio.

*It is not investment advice.

[Manuel @Blake1725]

$CIEN +1000% ROI CAGR 67%

[Manuel @Blake1725]

@alex_estebaranz Buenas Alex,te recomiendo una empresa con mucho potencial : Ciena $CIEN .Saludos 😊

[Manuel @Blake1725]

$CIEN +1000%

Hoy la compañía supera los 600€ por acción.

[Manuel @Blake1725]

@alex_estebaranz Buenas Alex,te recomiendo una empresa con mucho potencial : Ciena $CIEN .Saludos 😊

[Manuel @Blake1725]

Update $STM (STMPA) October 2018 (15 €);
Current price: 61 €
Price return: +307%
Total return (incl. dividends): ≈ +340-360%
CAGR: ≈ 22% per year over 7.6 years

[Manuel @Blake1725]

Sin duda,la francesa $STM tiene que estar en una buena cartera.🔝

[Manuel @Blake1725]

@Rihizox DLCs Nioh

[Manuel @Blake1725]

$HLIT +48.4%

[Manuel @Blake1725]

Analyzing $HLIT (Harmonic) 3-year valuation (2029E).

High asymmetric risk/reward profile at current levels :
🔴 Bear case: $10-$13 (Strong margin of safety, downside priced in)
🟢 Base case: $20-$25 (+70% to +100%+ upside)
🚀 Bull case: $35-$45 (Driven by a SaaS re-rating)

[Manuel @Blake1725]

$HLIT

[Manuel @Blake1725]

Analyzing $HLIT (Harmonic) 3-year valuation (2029E).

High asymmetric risk/reward profile at current levels :
🔴 Bear case: $10-$13 (Strong margin of safety, downside priced in)
🟢 Base case: $20-$25 (+70% to +100%+ upside)
🚀 Bull case: $35-$45 (Driven by a SaaS re-rating)

[Manuel @Blake1725]

Analyzing $HLIT (Harmonic) 3-year valuation (2029E).

High asymmetric risk/reward profile at current levels :
🔴 Bear case: $10-$13 (Strong margin of safety, downside priced in)
🟢 Base case: $20-$25 (+70% to +100%+ upside)
🚀 Bull case: $35-$45 (Driven by a SaaS re-rating)

[Manuel @Blake1725]

$PM Philip Morris International Inc

New Acquisition at $190

⏳Time Will Tell

[Manuel @Blake1725]

$PDEX Pro-Dex Inc

New Acquisition at $60

⏳Time Will Tell

[Manuel @Blake1725]

$NA9 Nagarro cotiza a ~42€ .

FCF yield ~18%, margen bruto mejorando al 32% y recompras agresivas.

Value en tech europeo.

Personalmente abro pequeña posición.

Time Will Tell

[Manuel @Blake1725]

@LosPajarosPican Si basas tú confianza en los estudios que tenga una persona,hoy en día,en vez de juzgar con criterio,es que eres un completo imbécil.Y no es Marc Vidal alguien al que le tenga especial aprecio.

[Manuel @Blake1725]

$WOSG 😉

[Manuel @Blake1725]

@VanguardEconomy 🚨Quién no se subió a este tren,el destino le acaba de dar otra oportunidad.😉 $WOSG

[Manuel @Blake1725]

$WOSG +70% @CapitalFaktory

[Manuel @Blake1725]

@thephoenixinv Creo que existe una MUY BUENA oportunidad de inversión en esta empresa.
He decidido incorporarla a mi cartera personal.
Saludos y buen trabajo.😊👍