MONELOGICS
@monelogics.com
On a mission to find the best tech stocks in the world. #AI, #Semiconductor, #Software & more. No investment advice.
The greatest risk in life is not taking one. - Peter L. Bernstein
The greatest risk in life is not taking one. - Peter L. Bernstein
The open interest data for Nu Bank's options highlights support at $10 and resistance at $16, with additional key levels in between. The concentration of options around these strikes suggests that traders are preparing for potential movements within this range.
December 27, 2024 at 11:11 AM
The open interest data for Nu Bank's options highlights support at $10 and resistance at $16, with additional key levels in between. The concentration of options around these strikes suggests that traders are preparing for potential movements within this range.
🌍 Customer Distribution
• Brazil: 100M customers (57% of adult population)
• Mexico: ~9M customers
• Colombia: ~2M customers
• Brazil: 100M customers (57% of adult population)
• Mexico: ~9M customers
• Colombia: ~2M customers
December 27, 2024 at 9:13 AM
🌍 Customer Distribution
• Brazil: 100M customers (57% of adult population)
• Mexico: ~9M customers
• Colombia: ~2M customers
• Brazil: 100M customers (57% of adult population)
• Mexico: ~9M customers
• Colombia: ~2M customers
Nubank Hits 110M Customers, Adding 55K Daily! Leading Latin America’s Fintech Revolution 🌎💳 #Nubank #Fintech #Investing #stock
December 27, 2024 at 9:13 AM
Nubank Hits 110M Customers, Adding 55K Daily! Leading Latin America’s Fintech Revolution 🌎💳 #Nubank #Fintech #Investing #stock
💡 "The Incredible January Effect" study suggests January is historically the best month for returns. A perfect time for financial resolutions, like starting an ETF retirement plan or savings plan.
searchworks.stanford.edu/view/10025446
searchworks.stanford.edu/view/10025446
January 14, 2024 at 2:32 PM
💡 "The Incredible January Effect" study suggests January is historically the best month for returns. A perfect time for financial resolutions, like starting an ETF retirement plan or savings plan.
searchworks.stanford.edu/view/10025446
searchworks.stanford.edu/view/10025446
60 years of stock market cycles
December 22, 2023 at 10:42 PM
60 years of stock market cycles
Recent portfolio changes: We sold American Express (AXP), bought Mastercard (MA), and Salesforce (CRM).
We believe Mastercard has a much stronger business model and Salesforce is gonna benefit from AI advances.
We believe Mastercard has a much stronger business model and Salesforce is gonna benefit from AI advances.
December 9, 2023 at 11:03 AM
Recent portfolio changes: We sold American Express (AXP), bought Mastercard (MA), and Salesforce (CRM).
We believe Mastercard has a much stronger business model and Salesforce is gonna benefit from AI advances.
We believe Mastercard has a much stronger business model and Salesforce is gonna benefit from AI advances.
GitHub vs. GitLab interest over time (source: google trends)
December 3, 2023 at 3:48 PM
GitHub vs. GitLab interest over time (source: google trends)
"Timing is everything," the GitLab shareholders must have thought. The IPO couldn't have been placed any better.
December 3, 2023 at 11:35 AM
"Timing is everything," the GitLab shareholders must have thought. The IPO couldn't have been placed any better.
November 25, 2023 at 9:57 AM
NVIDIA: Analysts are getting extremely bullish with an average price target of 628. The smallest notion of disappointment might result in a disaster.
November 21, 2023 at 8:19 PM
NVIDIA: Analysts are getting extremely bullish with an average price target of 628. The smallest notion of disappointment might result in a disaster.
Apple and Microsoft have a combined share of almost 15% of the S&P 500 Index
Source: Charlie Bilello
Source: Charlie Bilello
November 12, 2023 at 9:58 AM
Apple and Microsoft have a combined share of almost 15% of the S&P 500 Index
Source: Charlie Bilello
Source: Charlie Bilello
Snowflake with a negative price correlation to many other tech stocks $SNOW
November 12, 2023 at 9:13 AM
Snowflake with a negative price correlation to many other tech stocks $SNOW
How Microsoft makes money
November 11, 2023 at 7:27 PM
How Microsoft makes money
Our Portfolio Allocations
monelogics.com/portfolio/
monelogics.com/portfolio/
November 11, 2023 at 1:57 PM
Our Portfolio Allocations
monelogics.com/portfolio/
monelogics.com/portfolio/
Microsoft's P/E (Price-To-Earnings) Ratio is increasing since beginning of the year but still below 2018.
November 7, 2023 at 8:43 PM
Microsoft's P/E (Price-To-Earnings) Ratio is increasing since beginning of the year but still below 2018.
Amazon and Microsoft are generating more than $20B free cash flow
November 6, 2023 at 10:49 PM
Amazon and Microsoft are generating more than $20B free cash flow
November 5, 2023 at 3:34 PM
Our Constellation Software Inc. H1 2023 Report is out.
November 5, 2023 at 2:11 PM
Our Constellation Software Inc. H1 2023 Report is out.
Choose your fighter: Constellation Software vs. Nasdaq 100 ETF
November 3, 2023 at 10:44 PM
Choose your fighter: Constellation Software vs. Nasdaq 100 ETF
November 2, 2023 at 7:32 PM
Microsoft - How they make money
October 29, 2023 at 10:05 AM
Microsoft - How they make money
$MSFT FY Q1 2024 in perspective
Revenue +13%
*Prod. & Business +13%
*Intelligent Cloud +19%
*Pers. Computing +3%
*Azure +29%
*LinkedIn +8%
*Xbox C&S +13%
EBIT +25%
*marg 48% (43)
EPS +27%
Source: Quartr
Revenue +13%
*Prod. & Business +13%
*Intelligent Cloud +19%
*Pers. Computing +3%
*Azure +29%
*LinkedIn +8%
*Xbox C&S +13%
EBIT +25%
*marg 48% (43)
EPS +27%
Source: Quartr
October 26, 2023 at 8:29 AM
$MSFT FY Q1 2024 in perspective
Revenue +13%
*Prod. & Business +13%
*Intelligent Cloud +19%
*Pers. Computing +3%
*Azure +29%
*LinkedIn +8%
*Xbox C&S +13%
EBIT +25%
*marg 48% (43)
EPS +27%
Source: Quartr
Revenue +13%
*Prod. & Business +13%
*Intelligent Cloud +19%
*Pers. Computing +3%
*Azure +29%
*LinkedIn +8%
*Xbox C&S +13%
EBIT +25%
*marg 48% (43)
EPS +27%
Source: Quartr
Bitcoin price since Blackrock is jumping on board
October 26, 2023 at 8:26 AM
Bitcoin price since Blackrock is jumping on board
CrowdStrike is the Cyber Security leader
October 26, 2023 at 8:15 AM
CrowdStrike is the Cyber Security leader