I am a full-time analyst and portfolio supervisor of a expertise fund with 5 years of expertise. I graduated in Mechanical Engineering from the Federal College of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I am at the moment licensed by the Brazilian Securities Fee (CVM) as each a portfolio supervisor and an funding advisor. I additionally accomplished CFA Degree II in 2024. I beforehand labored within the oil and fuel sector earlier than making a profession change. I started learning international equities to speculate my very own cash, with one in all my earliest research specializing in NVDA in 2017. As soon as I began diving into the semiconductor sector, I could not get sufficient of it. As a mechanical engineer, I am an fanatic of disruptive applied sciences, notably in hardware-related fields. On this platform, I will primarily be sharing funding concepts in semiconductors, robotics, and power. I imagine in investing in corporations inside oligopolistic sectors with excessive boundaries to entry. I additionally are inclined to keep away from smaller corporations, as my expertise has proven that the perceived dangers in such corporations are sometimes underestimated. I actually like writing and have printed some books on different topics. I hope my articles on Searching for Alpha can present small traders with nice funding concepts. My funding strategy emphasizes development at an inexpensive value, primarily with a mid- to long-term funding horizon. When you have any questions or feedback on my thesis, please attain out by way of direct message or go away a touch upon the article. Preserve investing!
Analyst’s Disclosure:I/we now have no inventory, choice or comparable spinoff place in any of the businesses talked about, and no plans to provoke any such positions throughout the subsequent 72 hours. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it (apart from from Searching for Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.
Searching for Alpha’s Disclosure: Previous efficiency is not any assure of future outcomes. No suggestion or recommendation is being given as as to whether any funding is appropriate for a selected investor. Any views or opinions expressed above might not mirror these of Searching for Alpha as an entire. Searching for Alpha will not be a licensed securities supplier, dealer or US funding adviser or funding financial institution. Our analysts are third get together authors that embody each skilled traders and particular person traders who is probably not licensed or licensed by any institute or regulatory physique.