I am a full-time analyst and portfolio supervisor of a know-how 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 Stage II in 2024. I beforehand labored within the oil and gasoline sector earlier than making a profession change. I started learning world equities to take a position my very own cash, with one in every of 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, significantly in hardware-related fields. On this platform, I am going to primarily be sharing funding concepts in semiconductors, robotics, and power. I consider in investing in firms inside oligopolistic sectors with excessive obstacles to entry. I additionally are inclined to keep away from smaller firms, as my expertise has proven that the perceived dangers in such firms are sometimes underestimated. I actually like writing and have revealed some books on different topics. I hope my articles on Looking for Alpha can present small buyers with nice funding concepts. My funding method emphasizes development at an affordable worth, primarily with a mid- to long-term funding horizon. If in case you have any questions or feedback on my thesis, please attain out by way of direct message or depart a touch upon the article. Preserve investing!
Analyst’s Disclosure: I/we’ve got no inventory, choice or related 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 (aside from from Looking for Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.
Looking for Alpha’s Disclosure: Previous efficiency is not any assure of future outcomes. No suggestion or recommendation is being given as as to if any funding is appropriate for a specific investor. Any views or opinions expressed above could not replicate these of Looking for Alpha as an entire. Looking for Alpha isn’t a licensed securities seller, dealer or US funding adviser or funding financial institution. Our analysts are third occasion authors that embody each skilled buyers and particular person buyers who might not be licensed or licensed by any institute or regulatory physique.
