Position Increase - Flow Traders (FLOW.AS)
I will increase my position in Flow Traders (FLOW.AS) by 50.0%, effective as of today’s close (April 7th).
I recently shared an in-depth look at Flow Traders (FLOW.AS), and I remain convinced the market is underestimating just how beneficial the coming era of sustained volatility will be for this firm. We're entering a "new normal" defined by geopolitical uncertainty, frequent shifts in policy, and likely waves of tariffs and countermeasures. This environment is tailor-made for a company like Flow Traders, whose business thrives on market dislocations and elevated trading volumes.
Even global leaders, like Singapore’s Prime Minister, are speaking candidly about the choppy waters ahead. That clarity reinforces my conviction.
I'm increasing my position. With this move, FLOW will now represent nearly a quarter of the portfolio—a strong signal of how confident I am in its ability to outperform in this climate.
Here is my deep dive if you are interested in details;
This Stock Loves Volatility—Up 50% and Still Undervalued
We added FLOW to the portfolio at its inception and haven’t made a single change since. It’s been about around 6 months, and the stock is up nearly 50%.If you don’t want to miss opportunities like this, make sure to subscribe now.