Fede's Portfolio
Federico WengiI am a VC tech investor that loves chatting about stocks and showing how I invest my personal money. Not investment advice, views are my own only.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 30 | Founded | 3 years ago | Last Issue | 16 days ago |
| Active | |||||
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federicowengi.substack.comLatest Issues
Wix: the cannibal keeps eating
Ciao ragazzi,
Six months, ago I published my Wix thesis and closed it with this line: “I expect that after the next earnings call, Base44 will become too big to ignore and the buyback will start to kick in, so I will likely increase my pos...
Micron: The Next TSMC?
Ciao ragazzi,
I have been following the memory trade for a while but never acted on it. I believe that I have found an interesting entry point, and I have studied enough to get the necessary conviction. Happy to share with you my Micron in...
2CRSi investment thesis broke
Ciao ragazzi,
I closed my entire 2CRSi position today — I wanted to share a few thoughts on why, as this is a very unusual situation. Last Thursday, a short seller fund Grizzly Research, published a report claiming that 2CRSI fabricat...
2CRSi investment thesis update
Ciao ragazzi,
This is a big one. I published my original 2CRSi thesis in July 2025. Entry around €6.5. The stock is now at ~€40, market cap ~€900M.
Close to 6x in ten months.
Time to update the thesis — what I got right, what I got...
Wix.com investment thesis
Thesis in one line
Wix trades around ~$4B market cap, grows topline in the low/mid teens, generates ~$550M in free cash flow and just authorized a $2B buyback. The market views Wix as a website builder about to be killed by AI-native...
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| Subscribers | Engagement | 64 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Ex-VC, turned angel investor. I apply a private market lens to public stocks and share my theses. 25% CAGR since 2020. NVIDIA 18x, Google 5x, Goldman Sachs 4x, NEBIUS 4x
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