Positions
Every position on this page has a published analysis behind it, I buy what I write about and write about what I buy. There is no hidden agenda, no undisclosed conflicts of interest.
Positions are updated manually when something changes: a new entry, a partial exit, or a full close. Entry prices are shown, not current market prices.
Open Positions
| Ticker | Company | Shares | Entry Price | Date | Analysis |
|---|---|---|---|---|---|
| $FLUT | Flutter Entertainment | 450 | $96.53 | May 2026 | Read → |
| $NOW | ServiceNow | 400 | $101.95 | May 2026 | Read → |
| $MELI | MercadoLibre | 17 | $1639.57 | May 2026 | Read → |
Closed Positions
| Ticker | Company | Shares | Entry | Exit | % Gain/Loss | Date |
|---|---|---|---|---|---|---|
| $CCL | Carnival Corporation | 500 | $23.84 | $27.34 | +14.68% | May 2026 |
| $RACE | Ferrari | 40 | $332.43 | $341.02 | +2.58% | May 2026 |
Notes
Positions reflect my personal investment decisions made alongside my published analysis, these are not recommendations. I can be wrong, the analysis explains the thesis and the risks. Please read it before drawing any conclusions from the position itself, nothing on this page is financial advice.