Nikotes
@nikotes.bsky.social
Growth and Growth Investing ➕ Swing Trading at Expanse Stocks. Ride them with conviction. All Links below 👇
https://linktr.ee/nikotes
https://linktr.ee/nikotes
Updated the Portfolio Corner with new Cash-on-Cash Returns models, ready to download.
It now covers 22 names, including:
$CSU ecosystem
Big Tech $GOOG $AMZN
Healthcare & Semis
Small-mid caps on the watchlist
Find them in the Valuation Tools:
expansestocks.substack.com/p/portfolio
It now covers 22 names, including:
$CSU ecosystem
Big Tech $GOOG $AMZN
Healthcare & Semis
Small-mid caps on the watchlist
Find them in the Valuation Tools:
expansestocks.substack.com/p/portfolio
August 14, 2025 at 1:05 PM
Updated the Portfolio Corner with new Cash-on-Cash Returns models, ready to download.
It now covers 22 names, including:
$CSU ecosystem
Big Tech $GOOG $AMZN
Healthcare & Semis
Small-mid caps on the watchlist
Find them in the Valuation Tools:
expansestocks.substack.com/p/portfolio
It now covers 22 names, including:
$CSU ecosystem
Big Tech $GOOG $AMZN
Healthcare & Semis
Small-mid caps on the watchlist
Find them in the Valuation Tools:
expansestocks.substack.com/p/portfolio
Lessons from investing mistakes over the years. Since I started trading in 2017/2018, and investing a few years after, to date.
At Expanse Stocks 🔗👇
At Expanse Stocks 🔗👇
July 3, 2025 at 5:01 PM
Lessons from investing mistakes over the years. Since I started trading in 2017/2018, and investing a few years after, to date.
At Expanse Stocks 🔗👇
At Expanse Stocks 🔗👇
My latest research report on one rare breed compounder in the aerospace industry is now ready: Heico $HEI / $HEI.A
Here is the content and a few hints of what's inside. At Expanse Stocks: expansestocks.substack.com/p/deep-dive-...
Here is the content and a few hints of what's inside. At Expanse Stocks: expansestocks.substack.com/p/deep-dive-...
June 26, 2025 at 5:07 PM
My latest research report on one rare breed compounder in the aerospace industry is now ready: Heico $HEI / $HEI.A
Here is the content and a few hints of what's inside. At Expanse Stocks: expansestocks.substack.com/p/deep-dive-...
Here is the content and a few hints of what's inside. At Expanse Stocks: expansestocks.substack.com/p/deep-dive-...
New free to read article released: The Serial Acquirers Playbook.
Underappreciated quality traits of these businesses with real-world examples #ConstellationSoftware #Danaher or #HEICO
Link's in profile and below:
expansestocks.substack.com/p/the-serial...
Underappreciated quality traits of these businesses with real-world examples #ConstellationSoftware #Danaher or #HEICO
Link's in profile and below:
expansestocks.substack.com/p/the-serial...
May 12, 2025 at 2:53 PM
New free to read article released: The Serial Acquirers Playbook.
Underappreciated quality traits of these businesses with real-world examples #ConstellationSoftware #Danaher or #HEICO
Link's in profile and below:
expansestocks.substack.com/p/the-serial...
Underappreciated quality traits of these businesses with real-world examples #ConstellationSoftware #Danaher or #HEICO
Link's in profile and below:
expansestocks.substack.com/p/the-serial...
#GOOGL #GOOG Earnings digest is out (report + CC). Although I don't paint the brightest picture as many do here, I discuss my view on Search fears & why the street's missing the point with such a relatively low valuation.
Below a preview & the link 👇
expansestocks.substack.com/p/alphabet-q...
Below a preview & the link 👇
expansestocks.substack.com/p/alphabet-q...
April 25, 2025 at 11:10 AM
#GOOGL #GOOG Earnings digest is out (report + CC). Although I don't paint the brightest picture as many do here, I discuss my view on Search fears & why the street's missing the point with such a relatively low valuation.
Below a preview & the link 👇
expansestocks.substack.com/p/alphabet-q...
Below a preview & the link 👇
expansestocks.substack.com/p/alphabet-q...
Just published my #ASML Q1 2025 earnings review and video conference take in the blog.
Find it at Expanse Stocks, here is the link: expansestocks.substack.com/p/asml-q1-2025
A few snapshots of what's inside 👇
Find it at Expanse Stocks, here is the link: expansestocks.substack.com/p/asml-q1-2025
A few snapshots of what's inside 👇
April 16, 2025 at 11:18 AM
Just published my #ASML Q1 2025 earnings review and video conference take in the blog.
Find it at Expanse Stocks, here is the link: expansestocks.substack.com/p/asml-q1-2025
A few snapshots of what's inside 👇
Find it at Expanse Stocks, here is the link: expansestocks.substack.com/p/asml-q1-2025
A few snapshots of what's inside 👇
Discovering two British small-caps:
1️⃣ One free to read: #GamesWorkshop #GAW
2️⃣ The other for Subscribers: #JudgesScientific #JDG #JDG.L
At Expanse Stocks 👇 (Link's on profile and below)
expansestocks.substack.com/p/hidden-gem...
1️⃣ One free to read: #GamesWorkshop #GAW
2️⃣ The other for Subscribers: #JudgesScientific #JDG #JDG.L
At Expanse Stocks 👇 (Link's on profile and below)
expansestocks.substack.com/p/hidden-gem...
March 3, 2025 at 7:36 PM
Discovering two British small-caps:
1️⃣ One free to read: #GamesWorkshop #GAW
2️⃣ The other for Subscribers: #JudgesScientific #JDG #JDG.L
At Expanse Stocks 👇 (Link's on profile and below)
expansestocks.substack.com/p/hidden-gem...
1️⃣ One free to read: #GamesWorkshop #GAW
2️⃣ The other for Subscribers: #JudgesScientific #JDG #JDG.L
At Expanse Stocks 👇 (Link's on profile and below)
expansestocks.substack.com/p/hidden-gem...
On #MercadoLibre #MELI margin pressures from Investments in Growth 👇🏼
Read the whole earnings and CC take at Expanse Stocks (link's on profile and message below)
Read the whole earnings and CC take at Expanse Stocks (link's on profile and message below)
February 21, 2025 at 9:20 PM
On #MercadoLibre #MELI margin pressures from Investments in Growth 👇🏼
Read the whole earnings and CC take at Expanse Stocks (link's on profile and message below)
Read the whole earnings and CC take at Expanse Stocks (link's on profile and message below)
Published my Monthly Specials yesterday #NVO #RGEN #CWAN + 1 extra pick (more details below & link's on profile)
And also… updated my Portfolio section for Subscribers today: you've got a preview attached to this message and the📎 expansestocks.substack.com/p/portfolio
And also… updated my Portfolio section for Subscribers today: you've got a preview attached to this message and the📎 expansestocks.substack.com/p/portfolio
February 15, 2025 at 1:14 PM
Published my Monthly Specials yesterday #NVO #RGEN #CWAN + 1 extra pick (more details below & link's on profile)
And also… updated my Portfolio section for Subscribers today: you've got a preview attached to this message and the📎 expansestocks.substack.com/p/portfolio
And also… updated my Portfolio section for Subscribers today: you've got a preview attached to this message and the📎 expansestocks.substack.com/p/portfolio
Yesterday I published my Top 5 Picks for 2025. Today I’ve updated my “Behind the Scenes” pinned post on my Expanse Stocks homepage for ALL subscribers:
- Portfolio allocation by industry
- Performance vs S&P 500 #SPY and #VT
- Portfolio Valuation
expansestocks.substack.com/p/expanse-st...
- Portfolio allocation by industry
- Performance vs S&P 500 #SPY and #VT
- Portfolio Valuation
expansestocks.substack.com/p/expanse-st...
December 23, 2024 at 4:17 PM
Yesterday I published my Top 5 Picks for 2025. Today I’ve updated my “Behind the Scenes” pinned post on my Expanse Stocks homepage for ALL subscribers:
- Portfolio allocation by industry
- Performance vs S&P 500 #SPY and #VT
- Portfolio Valuation
expansestocks.substack.com/p/expanse-st...
- Portfolio allocation by industry
- Performance vs S&P 500 #SPY and #VT
- Portfolio Valuation
expansestocks.substack.com/p/expanse-st...
My Deep Dive on Monolithic Power Systems #MPS #MPWR is ready. Here are the topics I cover 👇
Feel free to ready at Expanse Stocks: expansestocks.substack.com/p/monolithic...
Feel free to ready at Expanse Stocks: expansestocks.substack.com/p/monolithic...
December 12, 2024 at 3:59 PM
My Deep Dive on Monolithic Power Systems #MPS #MPWR is ready. Here are the topics I cover 👇
Feel free to ready at Expanse Stocks: expansestocks.substack.com/p/monolithic...
Feel free to ready at Expanse Stocks: expansestocks.substack.com/p/monolithic...
December 5, 2024 at 8:23 AM
#SentinelOne (S) is one of my spicy picks on my Monthly Specials series for December.
Feel free to take a look at my Expanse Stock blog. Link on my profile and below 👇
Feel free to take a look at my Expanse Stock blog. Link on my profile and below 👇
December 3, 2024 at 6:01 PM
#SentinelOne (S) is one of my spicy picks on my Monthly Specials series for December.
Feel free to take a look at my Expanse Stock blog. Link on my profile and below 👇
Feel free to take a look at my Expanse Stock blog. Link on my profile and below 👇
#MercadoLibre
Brazil shenanigans: lower income & consumer confidence + inflation concerns.
Not great short-term but I am here for the long-term
1️⃣ Diversified across LATAM
2️⃣ ecommerce represents 13% of total retail sales compared to +23% in US and +30% in China
3️⃣ TAM of >500m people & GDP of $5tn
Brazil shenanigans: lower income & consumer confidence + inflation concerns.
Not great short-term but I am here for the long-term
1️⃣ Diversified across LATAM
2️⃣ ecommerce represents 13% of total retail sales compared to +23% in US and +30% in China
3️⃣ TAM of >500m people & GDP of $5tn
December 2, 2024 at 8:57 PM
#MercadoLibre
Brazil shenanigans: lower income & consumer confidence + inflation concerns.
Not great short-term but I am here for the long-term
1️⃣ Diversified across LATAM
2️⃣ ecommerce represents 13% of total retail sales compared to +23% in US and +30% in China
3️⃣ TAM of >500m people & GDP of $5tn
Brazil shenanigans: lower income & consumer confidence + inflation concerns.
Not great short-term but I am here for the long-term
1️⃣ Diversified across LATAM
2️⃣ ecommerce represents 13% of total retail sales compared to +23% in US and +30% in China
3️⃣ TAM of >500m people & GDP of $5tn
When, not if, it clears out the 110s level, it's going straight to 130s. After that, look up.
Stage 2 in full effect. Talked about this on September at my #Cloudflare deep dive at my Expanse Stocks blog. Link on Profile.
Stage 2 in full effect. Talked about this on September at my #Cloudflare deep dive at my Expanse Stocks blog. Link on Profile.
December 2, 2024 at 7:45 PM
When, not if, it clears out the 110s level, it's going straight to 130s. After that, look up.
Stage 2 in full effect. Talked about this on September at my #Cloudflare deep dive at my Expanse Stocks blog. Link on Profile.
Stage 2 in full effect. Talked about this on September at my #Cloudflare deep dive at my Expanse Stocks blog. Link on Profile.
#ASML (Euronext Exchange, more precise than US shares given FX volatility)
Retesting its weekly 200MA, never gave it up before
At a key support level in the €615-630 range
MACD curving up on the weekly and positive divergence on the daily.
Enough said, now it's up to you 😉
Retesting its weekly 200MA, never gave it up before
At a key support level in the €615-630 range
MACD curving up on the weekly and positive divergence on the daily.
Enough said, now it's up to you 😉
November 28, 2024 at 12:56 PM
#ASML (Euronext Exchange, more precise than US shares given FX volatility)
Retesting its weekly 200MA, never gave it up before
At a key support level in the €615-630 range
MACD curving up on the weekly and positive divergence on the daily.
Enough said, now it's up to you 😉
Retesting its weekly 200MA, never gave it up before
At a key support level in the €615-630 range
MACD curving up on the weekly and positive divergence on the daily.
Enough said, now it's up to you 😉
#Crowdstrike $CRWD
Will be interesting to see how it develops short term.
➕ Imminent Golden cross, down gap from July shenanigans completely filled, dips have been bought on volume.
➖ Approaching ATH with a potential H&S in the making if selling pressure accelerates
Will be interesting to see how it develops short term.
➕ Imminent Golden cross, down gap from July shenanigans completely filled, dips have been bought on volume.
➖ Approaching ATH with a potential H&S in the making if selling pressure accelerates
November 27, 2024 at 12:16 PM
#Crowdstrike $CRWD
Will be interesting to see how it develops short term.
➕ Imminent Golden cross, down gap from July shenanigans completely filled, dips have been bought on volume.
➖ Approaching ATH with a potential H&S in the making if selling pressure accelerates
Will be interesting to see how it develops short term.
➕ Imminent Golden cross, down gap from July shenanigans completely filled, dips have been bought on volume.
➖ Approaching ATH with a potential H&S in the making if selling pressure accelerates