Calls
4
Andrea Felsted
Columnist, Bloomberg Opinion
Win Rate
75.0%
return
-1.4%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 14
$481.45
+1.1%
LVMH's sales show improving demand in key markets like the U.S. and China, indicating resilience despite the war, making it relatively attractive.
Retail & Mobility
Long
Jul 07
$111.82
+0.1%
Walmart, as the largest grocer, has superior clout with suppliers. This scale advantage allows it to cut prices while maintaining margins, and suppliers reserve their best offers for market-leading retailers like Walmart. This positions Walmart well in an increasingly competitive U.S. grocery market.
Staples Retail
Long
Jul 01
$40.36
+2.9%
Nike's World Cup campaign execution has been very good, showing flashes of past brilliance, with strong team and player momentum. This is an encouraging sign that Nike's broader turnaround is working, and investors should view it positively.
Retail & Mobility
Long
Jun 30
$103.18
-9.7%
Adidas has been unstoppable with strong fashion and performance momentum, including marathon-winning shoes and a successful World Cup crossover, making it the standout to watch in sportswear.
Retail & Mobility
Showing 4 of 4 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Andrea Felsted has 4 trade ideas tracked on Buzzberg across 4 tickers since April 2026. Most covered: LVMH, WMT, NKE.
