Ludwig Marx – Popular Investor sur eToro

Ludwig Marx @LuMarx

Performance
0% Rendement
Tout

2026

2025

23.4%0%-23.4%

Rendement depuis le début de l'année 23.37%

Rendement 2A 34.83%

Moyenne de score de risque (7 derniers jours)

Semaines rentables 60.42%

Discussions

Ludwig Marx

Allemagne

19 h

$WDAY (Workday Inc A) | Workday | L17X Research Edition 079 Workday was built on a single architectural conviction: enterprise HR and finance software should not be migrated from legacy client-server systems to the cloud. It should be rebuilt from scratch for the cloud era, with a unified data model... Afficher plus Traduction

WDAY

Workday Inc A

124.50

0.32 (0.26%)

Ludwig Marx

Allemagne

2 j

Most of you think about $NET (Cloudflare) as a cybersecurity play. But Cloudflare is not defending a perimeter. It already made the perimeter irrelevant. My latest Power Mapping breakdown explains why Cloudflare earns the Disruptor classification and what that means for how you should think about it... Afficher plus Traduction

NET

Cloudflare

202.93

-7.11 (-3.38%)

Ludwig Marx

Allemagne

3 j

Many of you hold $NOW (ServiceNow Inc) in your portfolio. But have you ever looked at ServiceNow through the lens of a stakeholder analysis rather than a pure value or growth approach? My latest Power Mapping breakdown shows who actually holds the power in this ecosystem and why that matters more than... Afficher plus Traduction

NOW

ServiceNow Inc

100.15

0.74 (0.74%)

Ludwig Marx

Allemagne

11 j

ECB UPDATE: Lagarde Signals Higher Inflation Ahead and Here Is How We Are Positioned ECB President Christine Lagarde delivered key signals today that directly impact our current portfolio strategy: Key Takeaways 📌 Inflation will rise above the 2% target in the near term, driven by energy pressures... Afficher plus Traduction

Ludwig Marx

Allemagne

15 j

Let us talk about how the portfolio runs. Because it is going very well, in view of the overall market. Investing in an erratic second term of Donald J. Trump is not easy. But that's why we invest together. Because you trust my expertise as a political scientist, which goes beyond the financial... Afficher plus Traduction

Ludwig Marx

Allemagne

30 j

February 2026 - what a month. Let us start with the numbers: our portfolio grew by +2.62% in February. The S&P 500? Down 0.87%. That is not luck. That is strategy and patience. I am proud of everyone who stayed the course. And then there is what has everyone's attention today: the escalating conflict... Afficher plus Traduction

Ludwig Marx

Allemagne

1 mo

A major shift in US trade policy. The Supreme Court struck down a large part of former President Donald Trump’s tariff framework, ruling that the underlying law did not authorize such broad import duties. This is more than a legal technicality. It redraws the boundary between executive power and congressional... Afficher plus Traduction

Ludwig Marx

Allemagne

1 mo

$V (Visa) doubles down on Argentina. Visa is acquiring Prisma and Newpay from Advent International, connecting its global network with a local platform processing more than 6 billion transactions annually. Financial terms were not disclosed. Closing expected Q1 2026. Advent will retain Payway, but... Afficher plus Traduction

Visa

297.56

2.04 (0.69%)

Ludwig Marx

Allemagne

1 mo

Trade policy is back on the table. Reports suggest the US administration is considering replacing the United States–Mexico–Canada Agreement with separate bilateral agreements with Canada and Mexico. USMCA replaced North American Free Trade Agreement in 2020 and governs tariffs, market access, labor... Afficher plus Traduction

Ludwig Marx

Allemagne

1 mo

The AI race is no longer just about models. It is about cables, capital and sovereignty. $GOOG (Alphabet) unveiled the America India Connect subsea cable, strengthening digital links between the US and India and expanding its global fiber network. Data routes are becoming strategic assets. At the same... Afficher plus Traduction