Tobias Engstroem Carlsen
Tobias Engstroem Carlsen @EpicQuality

Výkonnost
Vše

3.31%2026
2026
12.58%2025
2025
20.49%2024
2024
9.53%2023
2023
20.5%0%-20.5%
Tobias Engstroem Carlsen
🤴𝐌𝐲 𝐔𝐧𝐩𝐨𝐩𝐮𝐥𝐚𝐫 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡 𝐭𝐨 𝐁𝐮𝐢𝐥𝐝𝐢𝐧𝐠 𝐖𝐞𝐚𝐥𝐭𝐡 𝘐𝘧 𝘺𝘰𝘶'𝘳𝘦 𝘢 𝘤𝘰𝘱𝘪𝘦𝘳, 𝘧𝘰𝘭𝘭𝘰𝘸𝘦𝘳 𝘰𝘳 𝘴𝘪𝘮𝘱𝘭𝘺 𝘤𝘶𝘳𝘪𝘰𝘶𝘴 𝘢𝘣𝘰𝘶𝘵 𝘩𝘰𝘸 𝘐 𝘪𝘯𝘷𝘦𝘴𝘵, 𝘵𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘸𝘪𝘭𝘭 𝘦𝘹𝘱𝘭𝘢𝘪𝘯 𝘦𝘹𝘢𝘤𝘵𝘭𝘺 𝘩𝘰𝘸 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘢𝘣𝘰𝘶𝘵 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨... Zobrazit více Přeložit
Tobias Engstroem Carlsen
$INTU (Intuit Inc) 𝘼 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙎𝙤𝙛𝙩𝙬𝙖𝙧𝙚 𝙂𝙞𝙖𝙣𝙩 𝙏𝙧𝙖𝙙𝙞𝙣𝙜 𝙖𝙩 𝙖 𝙂𝙞𝙖𝙣𝙩 𝘿𝙞𝙨𝙘𝙤𝙪𝙣𝙩? Founded in 1983, Intuit has grown into one of the world's leading financial software companies. While it doesn't receive the same attention as many big tech names, millions... Zobrazit více Přeložit
Tobias Engstroem Carlsen
🍺 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐋𝐞𝐬𝐬𝐨𝐧 𝐅𝐫𝐨𝐦 𝐉𝐞𝐫𝐞𝐦𝐲 𝐂𝐥𝐚𝐫𝐤𝐬𝐨𝐧'𝐬 𝐇𝐚𝐰𝐤𝐬𝐭𝐨𝐧𝐞 Jeremy Clarkson's Hawkstone is a great example of how a strong brand can disrupt an established industry. For decades, large brewers relied on scale, low production costs, and nationwide distribution.... Zobrazit více Přeložit
Tobias Engstroem Carlsen
Fed kept rates unchanged. The initial market dip right after the announcement is typical volatility driven by algorithms and short-term positioning, not a shift in fundamentals. This is the kind of price action you usually see when liquidity gets thin and traders are forced out before the press conference.... Zobrazit více Přeložit
Tobias Engstroem Carlsen
𝐓𝐫𝐮𝐦𝐩’𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐟𝐢𝐥𝐢𝐧𝐠𝐬 𝐚𝐫𝐞 𝐡𝐨𝐧𝐞𝐬𝐭𝐥𝐲… 𝐜𝐨𝐧𝐟𝐮𝐬𝐢𝐧𝐠. 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐟𝐫𝐨𝐦 𝐇𝐈𝐒 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐝𝐯𝐢𝐬𝐨𝐫, 𝐠𝐮𝐲𝐬 𝐰𝐞 𝐚𝐫𝐞 𝐥𝐮𝐜𝐤𝐲 𝐰𝐞 𝐝𝐨𝐧'𝐭 𝐡𝐚𝐯𝐞 𝐨𝐧𝐞. I have not looked into this as much until now as it is really not important,... Zobrazit více Přeložit
Tobias Engstroem Carlsen
$MSTR (Strategy Inc) potential to reach $30 a share $MSTR is essentially a leveraged $BTC holding company it owns hundreds of thousands of BTC as its core asset, financed mainly through a mix of convertible debt, preferred equity, and large-scale share issuance, while its legacy software business is... Zobrazit více Přeložit
Tobias Engstroem Carlsen
𝐈 𝐚𝐥𝐰𝐚𝐲𝐬 𝐫𝐞𝐜𝐨𝐦𝐦𝐞𝐧𝐝 𝐩𝐞𝐨𝐩𝐥𝐞 𝐬𝐭𝐚𝐫𝐭 𝐰𝐢𝐭𝐡 $VTI (Vanguard Total Stock Market ETF) if they are 𝐧𝐞𝐰 𝐭𝐨 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠. Own businesses that produce value, not “𝐬𝐭𝐮𝐟𝐟” like crypto (speculative digital liability) with no underlying cash flow or productive output. Invest... Zobrazit více Přeložit
Tobias Engstroem Carlsen
𝙈𝙮 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝟏𝟑 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐛𝐮𝐢𝐥𝐭 𝐟𝐨𝐫 𝐜𝐨𝐦𝐩𝐨𝐮𝐧𝐝𝐢𝐧𝐠. Not trying to predict next quarter. Just trying to own businesses that can compound for a long time. 𝐋𝐞𝐭 𝐭𝐡𝐞 𝐯𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲 𝐝𝐨 𝐢𝐭𝐬 𝐭𝐡𝐢𝐧𝐠. $ASML (ASML Holding... Zobrazit více Přeložit
Tobias Engstroem Carlsen
$SPCX (Space Exploration Technologies Corp) I wonder how many of these forecasters loaded up at the IPO and will panic the moment it drops 90%. The projections are wild: 120%+ YoY revenue growth... forever. Markets have a way of humbling even the most optimistic assumptions. $ARKK (ARK Innovation... Zobrazit více Přeložit
Tobias Engstroem Carlsen
𝐖𝐡𝐚𝐭 𝐢𝐬 𝐭𝐡𝐞 𝐝𝐨𝐰𝐧𝐬𝐢𝐝𝐞 𝐢𝐧 $SPCX (Space Exploration Technologies Corp) Everyone talks about the upside Mars, Starlink, AI, and Starship. But what could go wrong? • Valuation risk: A large part of SpaceX's valuation depends on future success, not current cash flows. If expectations... Zobrazit více Přeložit

O mně Tobias Engstroem Carlsen
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Strategie: Hodnota

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