Jiri Gregor
Jiri Gregor @Chrochtik

Performance
All

5.45%2026
2026
28.01%2025
2025
46.89%2024
2024
91.05%2023
2023
-29.95%2022
2022
14.12%2021
2021
-19.56%2020
2020
91.1%0%-91.1%
Jiri Gregor
Jiri Gregor
Czech Republic
Napsal jsem pro Seznam zprávy v sekci “Postřeh Experta” jak to vidím s inflací a AI, tak co vidíte to stejně ? seznam-zpravy.u.mailkit.eu/mc/VPQWVIPC/VGSHWKWZGOKSSYWZHH/VMWPUPMVCPL (Sorry to non CZ I wrote into a small czech article written..) $BTC $CALM (Cal-Maine Foods, Inc) $ADBE (Adobe Systems... Show More Translate
Ano
100.00%
Ne
100.00%
Jiri Gregor
Jiri Gregor
Czech Republic
August: +8.11%, and where I think this goes August finished at +8.11%. July was +9.00%. The year is now +8.58%. Two good months do not make a thesis, so let me put them somewhere useful instead of celebrating them. Over twelve months I am +7.10% against +18.60% for the S&P 500. I am not going to... Show More
Jiri Gregor
Jiri Gregor
Czech Republic
The SaaS apocalypse trade — and why we are on the other side of it The story goes like this. AI makes software cheap to build. Agents replace seats. Subscription businesses get hollowed out. Multiples have already been marked down to match. I think the story confuses what is being commoditised. And... Show More
Jiri Gregor
Jiri Gregor
Czech Republic
Two green months, and I did nothing to earn them July: +9.00%. August so far: +7.17%. Year to date: +7.63%. Three months ago that number was negative. June alone was -9.55%. Between those two facts, nothing major changed. I did not rotate. I did not add leverage. I did not find a new "briliant"... Show More
Jiri Gregor
Jiri Gregor
Czech Republic
Crypto — where I stand, and where I trim BTC just broke out of a six-week range on the largest short squeeze since at least 2021. Meanwhile, in the real economy: US federal debt crossed $40 trillion this week, interest on it is now the government’s second-biggest expense after Social Security, and... Show More
Jiri Gregor
Jiri Gregor
Czech Republic
Deep dive: Adobe — the turnaround several of you told me not to touch When I posted my Nike starter on Monday, several of you replied with a list of turnarounds that had burned you. Adobe was on almost every list. Fair enough. I own it — 14.12 units at an average of 260.96, roughly 6% of my portfolio,... Show More
Jiri Gregor
Jiri Gregor
Czech Republic
The difference between conviction and stubbornness Yesterday I posted a small starter position in Nike. The replies were not a chorus of agreement. One of you said Nike is not a quality business any more. Another listed every turnaround that had burned him - Adobe, Accenture, Puma. Another bought it... Show More
Jiri Gregor
Jiri Gregor
Czech Republic
Opened a starter position in $NKE (NIKE) 👟 My philosophy hasn't changed: buy quality brands when sentiment is against them, size small, and give the thesis years - not weeks. Nike is the classic out-of-favour compounder. The turnaround is messy and may stay messy for a few more quarters, but the... Show More
No way
100.00%
Entry
100.00%
Do not know, yet
100.00%
Jiri Gregor
Jiri Gregor
Czech Republic
July: +8,62 %. And with that, the year is back in green. Only barely — +0,08 % YTD — but anyone who sat through June knows what that number cost. Software carried the month, and eggs of all things carried the rest. Not a combination you’ll find in many portfolios. That’s rather the point: I buy businesses,... Show More
Jiri Gregor
Jiri Gregor
Czech Republic
Great event from eToro! Great to be in company of such wonderful investors wishing best of luck in the second half of 2026, the year of AI. @Smudliczek @Michalhla @TheDividendFund
Not investment advice. The author may have financial interests in the mentioned instruments.

About Jiri Gregor
Czech Republic
Strategy: Value

I am financial mathematician who loves undervalued companies. I aim to outperform S&P500.
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