Joost van der Mandele
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vdmandele.bsky.social
Joost van der Mandele
@vdmandele.bsky.social
CEO | CIO | Founder | Fund Manager of www.ararfund.com
We had a great Feb&March, read our Investment Letter here: ararfund.wordpress.com/wp-content/u... . Let's hope our macro item is not as prognostic as the last one 😅. Definitely worth a read if you want to look beyond the tariffs.

$JXN $GOOG $BFIT $FLOW
April 5, 2025 at 7:39 PM
Proud to present our latest Investor's Letter, featuring $ONEW, $JFIN, $NVDA, $GOOG $GOOG and much much more!

Including differentiated takes on the impact of #DeepSeek and the latest #tariffs

Read it all here: ararfund.com/wp-content/u...
ararfund.com
February 11, 2025 at 2:21 PM
So *everything* is being sold this morning, but I think there are quite some winners here. Who will correct me, if you please

#deepseek #AI $NVDA $GOOG $MSFT $AMZN $AAPL
January 27, 2025 at 2:35 PM
Read our New Year's letter here: Including all ingredients why the S&P500 will underperform in 2025: ararfund.com/wp-content/u...

Check out the website to receive updates by e-mail: ararfund.com

$JXN $GOOGL $GOOG $ONEW $TSLA $AMZN $NVDA $META
January 10, 2025 at 9:31 AM
ARAR Fund Investor Letter Aug/Sep2024:
ararfund.com/wp-content/u... . $GRVY $NMM $IMPP $ZIM $DAC $0327.HK $STLA $JXN $STLAM $BFIT $PEUG
#Navios
ararfund.com
November 19, 2024 at 10:19 AM
(backlog post:) ARAR Fund Investor Letter Jun/Jul2024:
ararfund.com/wp-content/u... . $GRVY $BFIT $0327.HK $STLA $JXN $STLAM $BFIT $PEUG $BFIT $GOOG $GOOGL $ONEW $EXOR #PaxGlobal
ararfund.com
November 19, 2024 at 10:17 AM
(backlog post:) ARAR Fund Investor Letter Dec/Jan:
ararfund.com/wp-content/u... . $GRVY $AWE.L $STLA $JXN $STLAM $BFIT $PEUG $BFIT $GOOG $GOOGL $ONEW $EXOR $PRX
ararfund.com
November 19, 2024 at 10:13 AM
(backlog post:) ARAR Fund Investor Letter Dec/Jan:
ararfund.com/wp-content/u... $STLAM.MI $STLA $JXN $STLAM $BFIT $PEUG $BFIT $GOOG $GOOGL $ONEW $EXOR $PRX
ararfund.com
November 19, 2024 at 10:12 AM
(backlog post:) ARAR Fund Investor Letter Dec/Jan:
ararfund.com/wp-content/u... $ALOKW.PA $JXN $STLAM $STLAMI.IM $PEUG $BFIT $GOOG $GOOGL $ONEW $EXOR $PRX
ararfund.files.wordpress.com
November 19, 2024 at 10:10 AM
(backlog post:) ARAR Fund Investor Letter Oct/Nov:

ararfund.files.wordpress.com/2023/12/inve...

$KEC.TO $AWE $STLAM $STLAMI.IM $PEUG $BFIT $GOOG $GOOGL $ONEW $EXOR $PRX
February 29, 2024 at 1:03 PM
After an amazing December (+8.1%), the ARAR Fund wasn't able to match the Magnificent 7 in January. Read all about it in our Investor Letter: ararfund.files.wordpress.com/2024/02/inve...

$AWE $ONEW $PEUG $STLAM $STLA $BFIT $ALOKPW ( $NVDA $META $GOOG $AAPL $MSFT $TSLA )
February 29, 2024 at 12:59 PM