Guillaume Fournier

Investing in Undervalued High Quality businesses all around the world 🌎 (Sharing my portfolio every month on YouTube)

[Guillaume Fournier @financeoptimale]

@jarodjmnz @jska13 Beau travail 🔥

[Guillaume Fournier @financeoptimale]

@jarodjmnz At the moment I bought, it was the best deal. Also really love the fact that nobody talks about it. The management is more focus than other companies on shareholders value creation

[Guillaume Fournier @financeoptimale]

Great quarter AGAIN for $LRCX. EPS up 60% Yoy 🤩

[Guillaume Fournier @financeoptimale]

@Mindset4Money_X Love the « just 40 » as a PE of 40 is something normal 😂🥲

[Ian Cassel @iancassel]

50% of investing is taking a Buffett or Munger quote out of context to justify something you are doing that they would never do. 😆

[Guillaume Fournier @financeoptimale]

@nathiddd @googlemeet Don’t say this they will have to face another lawsuit 🥲

[Guillaume Fournier @financeoptimale]

@WWillowResearch Nice job !

[Guillaume Fournier @financeoptimale]

I will cover on my channel :

$MEDP
$LRCX
$GOOGL
And maybe $ORLY

Which ones are you interested in ?

[Guillaume Fournier @financeoptimale]

@MichaelMing_My They’re not on Hong Kong exchange yet. Only US ADR, I don’t like it (but the company seems good)

[Guillaume Fournier @financeoptimale]

Everybody should have a part of his portfolio in China 🇨🇳

Here’s some great Chinese stock :
BABA
TENCENT
https://t.co/Uem7Gk0QR6
ANTA sport
Kinetic

[Guillaume Fournier @financeoptimale]

@_kelvindecosta Buy in HongKong. I don’t like BYD, I’m not into car company, the margins are too low. Didn’t study Luckin Coffee yet

[Guillaume Fournier @financeoptimale]

@FluentInQuality Great business. The ceo is good. Need to study if the company can grow faster. If they cannot, it’s a bit expensive

[Guillaume Fournier @financeoptimale]

@TacticzH Even if it doesn’t mean anything, the market is still reacting bad about it 🥲

[Guillaume Fournier @financeoptimale]

@_kelvindecosta Yeah, long run very positive. It’s just short term uncertainty with tariffs, China and demands (it should create a great opportunity). The thing is investors pay a premium for this company, so they would not accept 6% growth in 2025

[Guillaume Fournier @financeoptimale]

Net Booking of $ASML may indicate that we are near the top in the profit cycle.

[Guillaume Fournier @financeoptimale]

I hope you didn’t invest in $HIMS over $50 because of this GLP-1 authorization… “cheaper wegovy”…
So many YouTubers recommended this stock just based on this.. if you want to invest correctly for the long run, you need to be able to do serious research 🔬

[Guillaume Fournier @financeoptimale]

Seems that recession is back on the table 🍿

[The Future Investors @ftr_investors]

$NVO Novo Nordisk is investing $1.1B to expand its production facility in Brazil. The upgrade will boost capacity for injectable treatments for obesity, diabetes, and chronic diseases, making it one of the largest pharma investments in Brazil's history.
https://t.co/9Zo2JWoCfN

[Guillaume Fournier @financeoptimale]

@TacticzH $HO Thales, is very expensive for a company that doesn’t have that good numbers… + MAJOR REDFLAG : French government own 26% of the company and 36% voting rights…

[Guillaume Fournier @financeoptimale]

@TacticzH 🥲😂