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Warrants & Co.

Analysis with conviction.Investing with judgement.

We publish well-grounded investment theses and track how they play out, in the open.

Explore thesesView portfolio
2026 return
+13.5%
S&P 500 in 2026
+10.5%
ROIC on invested capital
+56.6%
Total cumulative return
+13.5%

Published for information purposes; it is not investment advice or a recommendation.

Every thesis is exposed to the market

We publish the whole argument, open the position and follow it in plain sight: entry price, target and result, with real quotes and without withdrawing what does not go our way. Right now there are 4 open positions and 2 closed at their target price, with +56.6% cumulative on the capital deployed*.

  • UBER69.55 USD+0.19%
  • NFLX71.80 USD+0.62%
  • QCOM194.05 USD-1.62%
  • ORCL138.86 USD-3.95%

Live update status: Connecting

*Result calculated on the capital actually invested, using the entry prices stated in each report. Quotes via Yahoo Finance, which may be delayed depending on the market. Past performance does not guarantee future returns.

The best-performing theses

View all 6 theses
Information TechnologyOpen thesis

Status: active

Qualcomm Incorporated (QCOM)

Qualcomm Incorporated (NASDAQ: QCOM) es el mayor diseñador de semiconductores para móviles del mundo y el principal licenciante de patentes celulares 3G/4G/5G a través de su segmento QTL.

143.50 USD
Entry priceThe one stated in the report's own company fact sheet.
260.00 USD
Target priceThe target published in the report. Once it is reached, the position closes by itself.
4.0%
Weight in the portfolioShare of capital this thesis deploys. The rest stays in cash.
+35.2%
Since entryChange from the entry price, using the market quote.
PDFof the thesis Qualcomm Incorporated (QCOM)

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Qualcomm Incorporated (QCOM)

The track record, in plain sight

The portfolio builds itself from the published theses and is valued with real market quotes, without reloading the page.

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Market news

Live headlines on markets, companies and the economy, with the photography of the outlet that publishes them. The full section also carries the hour-by-hour newswire and video from the financial channels.

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The whole thing, whenever you need it

We publish researched theses on listed companies and track every position in a public portfolio, wins and mistakes alike. Membership opens every thesis published and every one to come.

  • Every thesis, with its company, its prices and the full PDF report.
  • The complete portfolio, with every entry and every close.
  • No lock-in: cancel whenever you like.

From €9.95 a month

See the plansOr read an open thesis