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 | 27 | Founded | 3 years ago | Last Issue | a month ago |
| Active | |||||
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federicowengi.substack.comLatest Issues
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...
Top 5 stocks to watch for 2026
Ciao Ragazzi,
and welcome to 2026, at the beginning of a new year, I try to do two things:
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Look forward, with conviction, to where structural forces are heading.
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Look back, honestly, to see whether my process actually worked o...
Zeta Global my new core portfolio position
Thesis in one line
Zeta Global is building the only credible alternative to Google and Meta’s marketing ecosystems—combining first-party data, publisher tools, and now embedded AI visibility + agentic layers to become the gatekeeper o...
July '25 - RobinHood investment thesis
Ciao ragazzi,
earnings season was in full swing, and almost all my portfolio companies delivered strong results with a few blowout cases that I am going to discuss below.
This month I am sharing with you my investment thesis on RobinHood....
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| Subscribers | Engagement | 66 | 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 • 2CRSI 5x • Google 4x • GS 4x • NEBIUS 4x
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