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

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...

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

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

ARAR Fund Investor Letter Aug/Sep2024:
ararfund.com/wp-content/u... . $GRVY $NMM $IMPP $ZIM $DAC $0327.HK $STLA $JXN $STLAM $BFIT $PEUG
#Navios

(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

(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

(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

(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

(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

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 )