Martin Bezouska
Martin Bezouska @Bezi33

Performance
All

19.76%2026
2026
31.30%2025
2025
9.37%2024
2024
19.45%2023
2023
-36.28%2022
2022
38.27%2021
2021
176.74%2020
2020
176.7%0%-176.7%
Martin Bezouska
Martin Bezouska
Czech Republic
Hello eTorians, I have decided to take advantage of the current market weakness and am opening a long position in Autodesk $ADSK (Autodesk, Inc.) The stock is currently trading significantly below its historical highs, presenting us with an attractive discount and an excellent margin of safety. The... Show More
Martin Bezouska
Martin Bezouska
Czech Republic
Hello eTorians, The past month was very strong for our portfolio. Our total performance reached approximately +9%, significantly outperforming the broader market – the S&P 500 index rose by around +5% over the same period. We are pleased that the portfolio is outperforming against the market, even... Show More
Martin Bezouska
Martin Bezouska
Czech Republic
Hello eTorians, I started writing this article at the beginning of the month, but didn’t manage to finish it. Over the past three weeks, quite a lot has changed, so please note that the text below reflects the situation as it was about three weeks ago. The current geopolitical situation is causing... Show More
Martin Bezouska
Martin Bezouska
Czech Republic
Hello, eTorians, In recent weeks, I have been observing increased volatility in the financial markets, primarily driven by escalating geopolitical tensions in the Middle East, particularly in connection with the conflict involving Iran. These developments are creating short-term uncertainty and nervousness,... Show More
Martin Bezouska
Martin Bezouska
Czech Republic
Hello eTorians, following up on my previous post about portfolio adjustments: the largest positions have been capped at 11%, and the profits from sales have been reallocated to smaller positions.
Not investment advice. The author may have financial interests in the mentioned instruments.
Martin Bezouska
Martin Bezouska
Czech Republic
Hello eTorians, Portfolio Adjustment as Part of Risk Management and Capital Reallocation In response to the current market environment, I have decided to implement a partial portfolio adjustment aimed at reducing concentration risk while more efficiently redeploying realized gains. Specifically, this... Show More
Martin Bezouska
Martin Bezouska
Czech Republic
Hello eTorians, Investor update: $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR), $VTRS (Viatris Inc), $TSN (Tyson Foods Inc) Taiwan Semiconductor ($TSM) continues to deliver strong revenue and profit growth, with Q4 2025 beating analyst estimates as revenues exceeded USD 33 billion and demand... Show More
Martin Bezouska
Martin Bezouska
Czech Republic
Hello eTorians, The year 2025 was a very successful one for our portfolio. Thanks to a disciplined investment approach, careful asset selection, and effective risk management, the portfolio achieved a total return of +31.5% over the year. For comparison: The $SPX500 index recorded an annual gain... Show More
Martin Bezouska
Martin Bezouska
Czech Republic
Hello eTorians, The year 2025 was a very successful one for our portfolio. Thanks to a disciplined investment approach, careful asset selection, and effective risk management, the portfolio achieved a total return of +31.5% over the year. For comparison: The $SPX500 index recorded an annual gain... Show More
Martin Bezouska
Martin Bezouska
Czech Republic
Hellp eTorians, Investor Update - $IIPR (Innovative Industrial Properties Inc. A) $CSIQ (Canadian Solar Inc.) Canadian Solar (CSIQ) In Q3 2025, Canadian Solar generated approximately $1.5 billion in revenue, landing at the upper end of its guidance. The gross margin reached 17.2%, surpassing the company’s... Show More

About Martin Bezouska
Czech Republic
Strategy: Multi-Strategy

Long-term investment in companies with: intrinsic value growth potential high dividends
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6.5K Followers