Marcin Jasinski
Marcin Jasinski @MJ_Lux

Výkonnost
Vše

30.61%2025
2025
-6.48%2024
2024
13.54%2023
2023
-42.45%2022
2022
-8.00%2021
2021
39.91%2020
2020
42.5%0%-42.5%
Marcin Jasinski
Market update — and a strong day for the portfolio 📈 While global markets remained mostly flat yesterday, my portfolio finished up over +3% on the day and is now up +4.51% month-to-date. 👉 $ETOR (eToro Group LTD) rallied +9.3% on the back of exceptional Q3 earnings — and it wasn’t just a decent quarter,... Zobrazit více Přeložit
Marcin Jasinski
𝙐𝙥𝙬𝙤𝙧𝙠 𝙌𝟯 𝟮𝟬𝟮𝟱: 𝙍𝙚𝙘𝙤𝙧𝙙 𝙍𝙚𝙫𝙚𝙣𝙪𝙚, 𝟯𝟬% 𝘼𝙙𝙟. 𝙀𝘽𝙄𝙏𝘿𝘼 𝙈𝙖𝙧𝙜𝙞𝙣 — 𝙒𝙚’𝙧𝙚 𝙇𝙤𝙣𝙜 Upwork ($UPWK (Upwork Inc)) reported Q3 ’25 results just minutes ago and flipped the script from stabilization to record profitability. We are currently 65% up on this stock, but on... Zobrazit více Přeložit
Marcin Jasinski
Opraveno
🏎️💨 𝙋𝙤𝙧𝙨𝙘𝙝𝙚 𝙌𝟯 𝙀𝙖𝙧𝙣𝙞𝙣𝙜𝙨: 𝙇𝙤𝙨𝙨𝙚𝙨 𝙉𝙖𝙧𝙧𝙤𝙬, 𝙎𝙝𝙖𝙧𝙚𝙨 𝙍𝙖𝙡𝙡𝙮 𝙤𝙣 𝘽𝙚𝙩𝙩𝙚𝙧-𝙏𝙝𝙖𝙣-𝙁𝙚𝙖𝙧𝙚𝙙 𝙍𝙚𝙨𝙪𝙡𝙩𝙨 Porsche $P911.DE (Porsche AG) released its Q3 2025 financials on October 24, and while the numbers still show significant pressure, they were not as bad... Zobrazit více Přeložit
Marcin Jasinski
Opraveno
𝘾𝙤𝙘𝙖-𝘾𝙤𝙡𝙖 𝙌𝟯 𝟮𝟬𝟮𝟱 𝙀𝙖𝙧𝙣𝙞𝙣𝙜𝙨 🥤 Coca-Cola (KO) beat expectations in Q3 2025, reporting adjusted EPS of 0.82 vs. ~0.78 expected, with revenues up 5% to 12.46B. Organic revenue rose 6%, driven mainly by pricing and mix, as global volumes grew just 1%. Zero Sugar led the way with ~14%... Zobrazit více Přeložit
Marcin Jasinski
Marcin Jasinskiuzavřel/a kupní pozici $ KO
Polsko
I just closed the trade at a profit of 3.88% Přeložit
KO
Coca-Cola
3.88%
Obchodní příběh
Marcin Jasinski
Marcin Jasinskiuzavřel/a kupní pozici $ GS
Polsko
30% of my portfolio - Picked up Goldman Sachs at the bottom today after good earnings and market fear driving them down over 5%. Trimming the position now, 20% left :) just closed the trade at a profit of 2.57% Přeložit
GS
Goldman Sachs Group Inc
2.57%
Obchodní příběh
Marcin Jasinski
Marcin JasinskiKoupil/a $ KO @65.99
Polsko
I've just opened a position using 0.95% of my equity. Přeložit
KO
Coca-Cola
71.28
-0.23 (-0.32%)
Marcin Jasinski
𝙒𝙝𝙮 𝙚𝙏𝙤𝙧𝙤 𝙞𝙨 𝙈𝙮 𝘽𝙞𝙜𝙜𝙚𝙨𝙩 𝙃𝙤𝙡𝙙𝙞𝙣𝙜 $ETOR (eToro Group LTD) is currently my largest equity position at 17.4% of my portfolio (second only to Treasuries). I want to be clear: I’m not holding it just because it’s the platform we trade on. I’m holding it because I believe in the business,... Zobrazit více Přeložit
Marcin Jasinski
Marcin Jasinskipodal pokyn na koupi $ ETOR @40.87
Polsko
I've just set an order using 3.12% of my equity. Přeložit
ETOR
eToro Group LTD
41.29
0.09 (0.22%)

O mně Marcin Jasinski
Polsko
Strategie: Hodnota

Value Investor focused on under-priced assets across geographies. Sometimes Long/Short.
Zobrazit úplný životopis Přeložit
173 Kopírující obchodníci
34.7K Sledující obchodníci