Our Investments

Regeneron Pharmaceuticals Inc. – REGN

• Dates of the trade: 04 March 2021 – 18 August 2021
• Strategy used: Long term investment
• Entry price: 450.15$
• Profit: 44.11% in 6 months
Regeneron was one of the most discussed companies during the pandemic, especially when the President Donald Trump was treated with their antibody cocktail when he got Covid-19. After studying the company we decided that it was a great opportunity and opened a position, which gave us very nice results in a relatively short period of time. We might have sold a bit too fast because it kept going up after that, but we’re happy with our performances and we went on with our strategy, We have collaborators that invested in Regeneron after our analysis, and gained more than 85% in 18 months, not bad for a long term investment that doesn’t require any adjustments or additional work.
Check the full analysis if you are interested in more details

Lockheed Martin Co. – LMT

• Dates of the trade: 08 February 2021 – 07 March 2022
• Strategy used: Long term investment
• Entry price: 336.81$
• Profit: 29.96% in 13 months
This was one of our analysis that took more time to hit the target, immediately after we bought the price went up but never touched our take profit price, and then it came back into the 340-360$ price area. We weren’t really worried or anything, we just gave it more time, and after a bit more than a year the stock price went up and we’ve been able to close the trade at the desired profit. As we always say to all our students and collaborators, you can’t foresee how much time it will take to an investment to appreciate, just be patient and check periodically that the company doesn’t have any problems. And this is a perfect example, it just took it more time, but then we got what we wanted.
Check the full analysis if you are interested in more details

The Kroger Co. – KR

• Dates of the trade: 21 December 2020 – 27 January 2021
• Strategy used: Long term investment
• Entry price: 30.50$
• Profit: 29.96% in 37 days
Having a bit of luck is not bad when investing and here we have been lucky, right after we opened this position there were some rumours about Warren Buffett accumulating shares in Kroger, and few weeks later the rumours have been confirmed by his reports. This announcement, together with the fact that the company itself was undervalued at that moment, attracted even more investors and pumped the price above 42$ a share. We decided the profit was good enough especially for such a short term investment so we closed our position, but we still have Kroger on our watchlist, because the company still has the same attractiveness as before, should the price come down around 30 again, we would check any changes and open a new trade immediately.
Check the full analysis if you are interested in more details

Tyson Foods Inc. – TSN

• Dates of the trade: 23 November 2020 – 21 May 2021
• Strategy used: Long term investment
• Entry price: 61.80$
• Profit: 30.99% in 6 months
When you look into the food industry, doesn’t matter if in supermarket chains, fast food supply chain or prisons/school meat providers, you can’t miss a name: Tyson Foods. The company was making more money than ever, had some small problems but the plusses in the business were way bigger than the risks of investing in this company. Looking at its structure, customers, management and all the other related aspects, we were amazed at how low the price was and how the market was not paying attention to the largest US food processor, and we immediately opened a position after our analysis. Just 6 months after, our investment gave us a nice 31% profit and we decided to close the trade, but the company is always on our watchlist.
Check the full analysis if you are interested in more details

eBay Inc. – EBAY

• Dates of the trade: 18 November 2020 – 09 June 2021
• Strategy used: Long term investment
• Entry price: 48.73$
• Profit: 35.69% in 7 months
Investing in eBay was in our opinion one of the easiest trades to do during the 202 for multiple reasons: the low price, making all the financial metrics look very good was a clear indicator that the business was doing fine while the market was not adjusting the price. When a good part of stores and businesses are shut down, everyone switched to online shopping, and eBay was perfectly positioned to profit nicely from those specific market and economic conditions, both from having more customers and higher number of sellers. We were expecting a little volatility and maybe some downside on this investment, but it started going up almost immediately and after some ups and downs it hit our target profit and we closed the position at a satisfactory 35.69% net profit.
Check the full analysis if you are interested in more details

Assicurazioni Generali S.P.A. – G.MI

• Dates of the trade: 10 November 2020 – 21 May 2021
• Strategy used: Long term investment
• Entry price: 13.39$
• Profit: 30.82% in 6.5 months
When we were researching for a European company we also found this one and it was too good to not invest in it. While a good part of the US companies were at all time highs, the European ones were still at interesting prices, and Generali was one of the most interesting at that time. A company that has been around for 2 centuries and always did good is hard to pass on when you can’t find any short term problems. Everything went smooth and after a bit more than 6 months, we closed our position just a day before a big dividend because we didn’t wanted the price to go down and to pay high taxes on dividends.
Check the full analysis if you are interested in more details

Allianz SE. – ALV.DE

• Dates of the trade: 06 November 2020 – 09 March 2021
• Strategy used: Long term investment
• Entry price: 168.04$
• Profit: 27.70% in 4 months
We usually don’t invest in Non-US companies, but we have been asked to analyse a couple of European companies by a collaborator and the first one we found was Allianz. Being one of the biggest insurance companies worldwide, and more than 130 years old were good signals to dig further, and we liked what we found. All the financials were good looking and we immediately opened a position, which we closed in just 4 months because the gain was good and we wanted to free the capital for the next investments. Overall a very good gain in a relatively short period of time, without any headaches or problems.
Check the full analysis if you are interested in more details

CVS Health Corp. – CVS

• Dates of the trade: 02 November 2020 – 09 November 2020
• Strategy used: Long term investment
• Entry price: 58.13$
• Profit: 16.79% in 8 days
CVS was one of our favourite companies during the pandemic because while a lot of businesses were shut down and people locked at home, the market was undervaluing one of the most vital companies for those times: CVS. The biggest pharmacy chain never had any problems during the pandemic because it was vital for drugs selling, tests and vaccines. It started as a long term investment but in just one week the price started going up and we decided to close our position and open a new one later. Unfortunately that never happened, price kept going up and we haven’t been able to open a new position, but it was still a good short term gain.
Check the full analysis if you are interested in more details

Enterprise Products Partners L.P. – EPD

• Dates of the trade: 18 August 2020 – 14 January 2021
• Strategy used: Long term investment
• Entry price: 18.23$
• Profit: 25.89% in 5 months
This was one of our most volatile investments, after looking at the financials and liking what we said, we decided to open a trade on this company. We usually don’t invest in oil companies, but in some cases we still do some shorter term trades. Immediately after buying the shares, price starting going down, and it took a bit to recover and go in profit. Not the easiest ride, but it was still a good trade after all. I was honestly expecting some bumps in the dividend of this company, but it seems they’ve been doing better than we were expecting.

Best Buy Co., Inc. – BBY

• Dates of the trade: 22 June 2020 – 13 October 2020
• Strategy used: Long term investment
• Entry price: 81.74$
• Profit: 45.13% in 4 months
A very good trade, after a couple weeks of lateral trend, the price starts a rally and keeps going until we closed the trade in October. The company was struggling a little bit because of the pandemic and the lockdown, but we liked the company’s strategy to keep the presence while also expanding online was looking interesting to us, so we opened the trade. There were some problems with it, but we considered it was worth taking the risk.

Pfizer Inc. – PFE

• Dates of the trade: 16 June 2020 – 09 December 2020
• Strategy used: Long term investment
• Entry price: 31.99$
• Profit: 31.79% in 6 months
In a global pandemic, what kind of companies make more money? Healthcare obviously, and that’s a sector that performs well in all economic conditions, because when people need a drug, they’Il buy it. They can cut non necessary expenses, but healthcare is not a sector that gets affected a lot by crisis. Pfizer is one of the big pharma companies, and the low price was a good opportunity for a medium to long term investment, and we opened a trade that we closed less than 6 months later at a good 31.79% profit.

Visa Inc. – V

• Dates of the trade: 03 April 2020 – 20 August 2020
• Strategy used: Long term investment
• Entry price: 156.40$
• Profit: 30.21% in 4.5 months
Visa is one of the few companies who were about to gain from the pandemic and the lockdown, and ones that are better positioned to be a winner in the transaction from physical money to digital currency. When people buy online, and online sales are unstoppable, they need a payment processor, and Visa is one of the biggest ones in the market. Price when we opened the trade was not amazing, but we saw an opportunity and took it, and we have been rewarded with a nice 30% in 4 months and a half.

Tesla Inc. – TSLA

• Dates of the trade: 16 March 2020 – 15 September 2020
• Strategy used: Long term investment
• Entry price: 32.13$
• Profit: 355.99% in 6 months
Tesla was hands down our best investment ever, and that’s why we still own their shares that we accumulated during the years. We recently stopped buying more but we keep holding the ones already in our portfolio. This trade happened right after the pandemic started, when all the stock market was beaten down and there were bargains everywhere. Risk in high growth stocks is higher than the traditional undervalued ones, but Tesla was the first one to make electric vehicles really popular and affordable, and they have the most eccentric but also one of the best brains worldwide, Elon Musk.

Apple Inc. – AAPL

• Dates of the trade: 18 February 2020 – 02 October 2020
• Strategy used: Long term investment
• Entry price: 79.15$
• Profit: 44.49% in 7.5 months
Apple has always been one of our favorite companies, and beside having an accumulation plan on it, we also buy and sell when we think is a good moment, and that’s exactly what we did in this trade. Apple’s biggest advantages on its competitors are the superior marketing capabilities, customer retaining and obviously the brand they built which makes every product a status symbol not just a device.