Kenio Fontes
Analyst at Seeking Alpha. Focuses on earnings growth, multiple expansion, and stock selection, particularly in the tech sector, while remaining cautious about consensus stocks.
Best podcasts with Kenio Fontes
Ranked by the Snipd community
Jul 14, 2025 • 46min
High conviction ideas with next gen investors
Rob Isbitts chats with Julia Ostian, an analyst passionate about misunderstood businesses; Jack Bowman, a former teacher turned investment advisor focused on risk management; and Kenio Fontes, a Brazilian analyst keen on tech trends. They dive into insights on the overheated market, the role of the Federal Reserve, and the impact of geopolitical tensions, particularly concerning China. The group also discusses investment strategies around major players like Amazon and Uber, emphasizing adaptability amidst market volatility.
Sep 3, 2025 • 41min
Portfolio positioning for an uncertain market with next gen investors
Julia Ostian, an analyst at Seeking Alpha, shares her insights on portfolio strategies during uncertain times. Jack Bowman discusses the effects of macro trends like oil prices and global bonds on investments. Kenio Fontes focuses on stock selection in the tech sector, particularly amidst high valuations and earnings growth. Together, they explore buying dips, the implications of yield curve steepening, and the necessity of a balanced approach to navigate current market volatility.
