Enel: Superb Returns, I Am Out (Rating Downgrade)

2025-11-14 08:04:22 ET

For about a month at this point, I have been focusing on increasing cash, divesting holdings, and selling off good-return companies. I was one of the very early investors in the European utility dip 2-3 years ago, back in 2022 . You can find my early coverage here. And part of showing this to you is really my point in investing in a value-oriented manner. These are the rates of return I get in businesses that I invest in and then simply hold. Since 2022, my very early article that I almost " timed " perfectly, my rates of return were closing on 200%, and with dividends and FX, were actually there for the native ticker....

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