Damien Albin Douarre
Damien Albin Douarre @Lyssky

Performance
Alle

5.27%2026
2026
8.21%2025
2025
15.94%2024
2024
30.40%2023
2023
-15.98%2022
2022
-4.35%2021
2021
30.4%0%-30.4%
Damien Albin Douarre
𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 📈 I have been willing to rotate part of the Energy pilar from oil to nuclear, and this week offered the perfect occasion for a greener and more diversified mix of energy in the portfolio. I locked in some profits on $MTDR (Matador Resources Co) and invested the proceeds... Mehr anzeigen Übersetzen
Damien Albin Douarre
𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 📈 Following last week’s cleanup, this week was nothing like it, with only two small reinforcements in $VITL (Vital Farms Inc) and $RMS.PA (Hermes International) : 🟢 𝗡𝗲𝘄 𝗯𝘂𝘆 : $VITL 0.25% of the portfolio’s equity @ $13.57 🟢 𝗡𝗲𝘄 𝗯𝘂𝘆 : $RMS.PA 0.25% of the... Mehr anzeigen Übersetzen
Damien Albin Douarre
🔔 𝐄𝐚𝐫𝐧𝐢𝐧𝐠 𝐜𝐚𝐥𝐥 - $VITL (Vital Farms Inc) Vital Farms just dropped its Q1 earnings… And they’re not good, directly hitting the original thesis. However, there are some bright spots which indicate some quality management response to a difficult period. 𝗜𝗻𝗰𝗼𝗺𝗲 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁 🔹... Mehr anzeigen Übersetzen
Damien Albin Douarre
🔔 𝐄𝐚𝐫𝐧𝐢𝐧𝐠 𝐜𝐚𝐥𝐥 – $PNDORA.CO (Pandora A/S) Pandora’s Q1 results, released today, were met with a positive initial reaction from the market, with the stock opening with +12.5%. The response reflects investors’ relief rather than enthusiasm: the quarter was not strong, but it was better than... Mehr anzeigen Übersetzen
Damien Albin Douarre
𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 📈 Some cleanup this week and sharp optimization, we go alpha-hunting while preserving the dividend income: 🔴 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗰𝗹𝗼𝘀𝗲𝗱: $TROW (T Rowe Price Group Inc) @ $100.57 (+1.75%) 🔴 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗰𝗹𝗼𝘀𝗲𝗱: $JNJ (Johnson & Johnson) @ $229.16 (+45.95%) 🔴... Mehr anzeigen Übersetzen
Damien Albin Douarre
𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 📈 Thank God it’s Friday, here’s the weekly recap of the portfolio’s adjustments. This week we welcome $VITL (Vital Farms Inc) as we’re growing away from hype and over-heated tech. I also slightly reinforced $RMS.PA (Hermes International) as it dropped a little : 🟢... Mehr anzeigen Übersetzen
Damien Albin Douarre
𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 📈 As every Friday, we review portfolio adjustments. This week, the spotlight is on a reinforced position in $RMS.PA (Hermes International) which I opened using part of the capital from last week’s sale of $CROX (Crocs Inc): 🟢 𝗡𝗲𝘄 𝗯𝘂𝘆 : $RMS.PA 0.50% of the portfolio’s... Mehr anzeigen Übersetzen
Damien Albin Douarre
🔔 𝐄𝐚𝐫𝐧𝐢𝐧𝐠 𝐜𝐚𝐥𝐥 – Hermès International The market punished the stock right at the open following the Q1 release. A familiar reaction… but not necessarily a rational one. Let’s look at the facts. Revenue is up +5.6% at constant exchange rates. On a reported basis, it’s down -1.4%. That gap... Mehr anzeigen Übersetzen
Damien Albin Douarre
🔔 𝐄𝐚𝐫𝐧𝐢𝐧𝐠 𝐜𝐚𝐥𝐥 - $𝐉𝐍𝐉 Q1 2026 earnings season kicks off for our portfolio with Johnson & Johnson, and it’s a solid start. Results came in slightly above expectations, though without any major surprises. Revenue grew 9.9% year-over-year to $24.1B (vs. $23.63B expected), while adjusted... Mehr anzeigen Übersetzen
Damien Albin Douarre
𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 📈 This week was more quiet than last weeks, with only one reinforcement ahead of the pump in $RMS.PA (Hermes International) and the full exit from $CROX (Crocs Inc): 🟢 𝗡𝗲𝘄 𝗯𝘂𝘆 : $RMS.PA 0.25% of the portfolio’s equity @ €1685.00 🔴 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗰𝗹𝗼𝘀𝗲𝗱... Mehr anzeigen Übersetzen

Über Damien Albin Douarre
Frankreich
Strategie: Multi-Strategie

Long-term value & dividend strategy, boosted by crypto performance
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