Rendimiento
Todo

24.76%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
๐™๐™ฅ๐™ฌ๐™ค๐™ง๐™  ๐™Œ๐Ÿฏ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ: ๐™๐™š๐™˜๐™ค๐™ง๐™™ ๐™๐™š๐™ซ๐™š๐™ฃ๐™ช๐™š, ๐Ÿฏ๐Ÿฌ% ๐˜ผ๐™™๐™Ÿ. ๐™€๐˜ฝ๐™„๐™๐˜ฟ๐˜ผ ๐™ˆ๐™–๐™ง๐™œ๐™ž๐™ฃ โ€” ๐™’๐™šโ€™๐™ง๐™š ๐™‡๐™ค๐™ฃ๐™œ Upwork ($UPWK (Upwork Inc)) reported Q3 โ€™25 results just minutes ago and flipped the script from stabilization to record profitability. We are currently 65% up on this stock, but on... Mostrar mรกs Traducir
Marcin Jasinski
Editado
๐ŸŽ๏ธ๐Ÿ’จ ๐™‹๐™ค๐™ง๐™จ๐™˜๐™๐™š ๐™Œ๐Ÿฏ ๐™€๐™–๐™ง๐™ฃ๐™ž๐™ฃ๐™œ๐™จ: ๐™‡๐™ค๐™จ๐™จ๐™š๐™จ ๐™‰๐™–๐™ง๐™ง๐™ค๐™ฌ, ๐™Ž๐™๐™–๐™ง๐™š๐™จ ๐™๐™–๐™ก๐™ก๐™ฎ ๐™ค๐™ฃ ๐˜ฝ๐™š๐™ฉ๐™ฉ๐™š๐™ง-๐™๐™๐™–๐™ฃ-๐™๐™š๐™–๐™ง๐™š๐™™ ๐™๐™š๐™จ๐™ช๐™ก๐™ฉ๐™จ 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... Mostrar mรกs Traducir
Marcin Jasinski
Editado
๐˜พ๐™ค๐™˜๐™–-๐˜พ๐™ค๐™ก๐™– ๐™Œ๐Ÿฏ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ ๐™€๐™–๐™ง๐™ฃ๐™ž๐™ฃ๐™œ๐™จ ๐Ÿฅค 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%... Mostrar mรกs Traducir
Marcin Jasinski
Marcin Jasinskicerrรณ una posiciรณn de compra de $KO
Polonia
I just closed the trade at a profit of 3.88% Traducir
KO
Coca-Cola
3.88%
Historial
Marcin Jasinski
Marcin Jasinskicerrรณ una posiciรณn de compra de $GS
Polonia
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% Traducir
GS
Goldman Sachs Group Inc
2.57%
Historial
Marcin Jasinski
Marcin JasinskiComprรณ $KO @65.99
Polonia
I've just opened a position using 0.95% of my equity. Traducir
KO
Coca-Cola
70.43
1.49 (2.16%)
Marcin Jasinski
๐™’๐™๐™ฎ ๐™š๐™๐™ค๐™ง๐™ค ๐™ž๐™จ ๐™ˆ๐™ฎ ๐˜ฝ๐™ž๐™œ๐™œ๐™š๐™จ๐™ฉ ๐™ƒ๐™ค๐™ก๐™™๐™ž๐™ฃ๐™œ $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: Iโ€™m not holding it just because itโ€™s the platform we trade on. Iโ€™m holding it because I believe in the business,... Mostrar mรกs Traducir
Marcin Jasinski
Marcin Jasinskicursรณ una orden para comprar $ETOR @40.87
Polonia
I've just set an order using 3.12% of my equity. Traducir
ETOR
eToro Group LTD
34.9
1.41 (4.21%)
Marcin Jasinski
๐™‹๐™ค๐™ง๐™จ๐™˜๐™๐™š ๐™๐™š๐™˜๐™๐™–๐™ง๐™œ๐™š๐™จ ๐™Ž๐™ฉ๐™ง๐™–๐™ฉ๐™š๐™œ๐™ฎ: ๐™‹๐™ก๐™–๐™ฎ๐™ž๐™ฃ๐™œ ๐™ฉ๐™๐™š ๐™‡๐™ค๐™ฃ๐™œ ๐™‚๐™–๐™ข๐™š ๐™—๐™š๐™ฎ๐™ค๐™ฃ๐™™ ๐™€๐™‘ ๐™ƒ๐™ฎ๐™ฅ๐™š While headlines scream โ€œretreatโ€ and their stock price is tumbling, $PAH3.DE (Porsche Automobil Holding SE) pivot away from an all-in EV future looks more like strategic discipline.... Mostrar mรกs Traducir

Acerca de Marcin Jasinski
Polonia
Estrategia: Valor

Value Investor focused on under-priced assets across geographies. Sometimes Long/Short.
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