Сигналы
4
Andrea Felsted
Колумнист, Bloomberg Opinion
Винрейт
75.0%
доходность
-1.4%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
14 апр
$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.
Ритейл и мобильность
Лонг
07 июл
$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.
Продуктовый ритейл
Лонг
01 июл
$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.
Ритейл и мобильность
Лонг
30 июн
$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.
Ритейл и мобильность
Показано 4 из 4 коллов · сортировка по упоминаниям
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У Andrea Felsted на Buzzberg отслеживается 4 торговых идей по 4 тикерам с апреля 2026. Чаще всего покрывает: LVMH, WMT, NKE.
