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
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