Tobias Engstroem Carlsen - Popular Investor

Tobias Engstroem Carlsen @EpicQuality

Rendimento
0% Rendimento
Tutti

2026

2025

2024

2023

20.5%0%-20.5%

Rendimento da inizio anno 2.64%

Rendimento a 2 anni 40%

Punteggio di rischio medio (ultimi 7 giorni)

Settimane in profitto 54.55%

Opinioni

Tobias Engstroem Carlsen

Svezia

17o

I still think $MSCI (MSCI Inc) is one of the most underrated stocks in the market. Living in the shadow of $SPGI (S&P Global Inc) not many people talk about how strong MSCI’s fundamentals really are or just how sticky the business model is. The company sits at the center of global investing through... Mostra di più Traduci

Tobias Engstroem Carlsen

Svezia

17o

I added a small holding in $NFLX (Netflix, Inc.) and checking over my holdings if i should act on something. Many great companies are trading near strong multi-decade support lines. I see opportunity in many today, when looking at their long-term average valuations vs where they trade today. Funny... Mostra di più Traduci

Tobias Engstroem Carlsen

Svezia

I see abit of a confussion about AI "food chain": $ASML (ASML Holding NV) builds the advanced lithography machines that $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) uses to manufacture cutting edge chips that ends up in final product. 1. Equipment maker = ASML 2. Manufacturer/foundry... Mostra di più Traduci

Tobias Engstroem Carlsen

Svezia

𝙅𝙚𝙨𝙨𝙚 𝙇𝙞𝙫𝙚𝙧𝙢𝙤𝙧𝙚 Jesse Livermore’s life is one of the biggest reminders that making money and keeping money are completely different skills. Age 22 Went broke, Filed for bankruptcy Age 30 Became a millionaire Age 31 Lost most of his money again Age 37 Filed for bankruptcy again Age 40... Mostra di più Traduci

Tobias Engstroem Carlsen

Svezia

🍺Prepare for volatility. Markets may react sharply after reports that Donald Trump rejected Iran’s peace terms, increasing geopolitical uncertainty in the Middle East. Rising tensions can quickly impact oil and Natural Gas prices, while defense and energy stocks may see increased attention from investors.... Mostra di più Traduci

Tobias Engstroem Carlsen

Svezia

$BKNG (Booking Holdings Inc) is dropping after Jim Cramer commented that investors may not be willing to take risks on $BKNG during this “short war” period. My view is $BKNG will likely stabilizes if bookings data doesn’t weaken, the war ending might not be the cause of the end of this "correction"... Mostra di più Traduci

Tobias Engstroem Carlsen

Svezia

$AMZN (Amazon.com Inc) is trading around its past 2-year average EV/EBITDA (I bought about ~5.5% below the average EV/EBITDA). This means the market is currently valuing the company in line with its recent “normal” range. So i have stopped buying $AMZN after it whent past 250/share (in my bank and... Mostra di più Traduci

Tobias Engstroem Carlsen

Svezia

I believe today $MSFT (Microsoft) and $META (Meta Platforms Inc) are trading at much healthier valuations compared to where they were previously, so I decided to 𝐫𝐞𝐨𝐫𝐠𝐚𝐧𝐢𝐳𝐞 𝐦𝐲 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐭𝐨 𝐫𝐞𝐝𝐮𝐜𝐞 𝐮𝐧𝐜𝐞𝐫𝐭𝐚𝐢𝐧𝐭𝐲 𝐚𝐧𝐝 𝐫𝐞𝐛𝐚𝐥𝐚𝐧𝐜𝐞 𝐫𝐢𝐬𝐤. $AMZN (Amazon.com... Mostra di più Traduci