Dávid Halascsák
Dávid Halascsák @davidhalascsak

Performance
All

-0.94%2026
2026
12.09%2025
2025
20.69%2024
2024
23.81%2023
2023
-27.61%2022
2022
-5.19%2021
2021
27.6%0%-27.6%
Discussions
Dávid Halascsák
@davidhalascsak
Hungary
2mo
Edited
The luxury industry has been suffering in the past couple of years, which start to create a lot of good opportunities lately. So I took the chance to take a look at $SL.MI (Sanlorenzo S.p.A) in totally unknown sector. I have learned a lot in the process. Please check it out: davidhalascsak.substack.com/p/sanlorenzo-the-hermes-of-the-high?r=2ib8f2
Not investment advice. The author may have financial interests in the mentioned instruments.
Sanlorenzo: the Hermès of the High Seas?
davidhalascsak.substack.com
Business Overview
Dávid Halascsák
@davidhalascsak
Hungary
3mo
Interesting to see how the market is repricing Mercado Libre due to intensifying competition in Brazil. Despite the margin concerns, MELI was still able to increase its market share in the country, as the GMV grew ~35% while Brazil's overall e-commerce market grew between 15% and 20%. $MELI (MercadoLibre... Show More
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MELI
MercadoLibre Inc
1636.00
-5.16 (-0.31%)
Dávid Halascsák
@davidhalascsak
Hungary
3mo
OpenAI seems to pivot away from native checkout, shifting purchases to go through partners. This is a good sign for OTAs, especially $BKNG (Booking Holdings Inc) . It supports the thesis that even if some bookings go through agents, Booking may still remain part of the flow and take a cut, even if it’s... Show More
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BKNG
Booking Holdings Inc
163.00
-0.9900 (-0.60%)
Dávid Halascsák
@davidhalascsak
Hungary
3mo
I think $DUOL (Duolingo) posted good numbers overall, but the outlook favoring DAU growth over monetization isn’t entirely convincing to investors. I’m not sure how far the gamified model can go, as real fluency is mostly out of reach, and that could limit how much people are willing to pay. But maybe... Show More
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DUOL
Duolingo
117.88
0.0200 (0.02%)
Dávid Halascsák
@davidhalascsak
Hungary
3mo
Chinese equities erased most of the post-Lunar New Year gains, as investors brace for next week’s parliamentary sessions where the next 5-year plan will be finalized. Probably the key things to watch for: - whether the mood is pro-peace and pro-business in general - what are the policies to handle the... Show More
Dávid Halascsák
@davidhalascsak
Hungary
3mo
Despite $MELI (MercadoLibre Inc) scaling its credit portfolio aggressively (+90% YoY), it was able to keep past dues in bay. It looks promising and stable for now, especially if we take into account that, it happens in Latin America.
Not investment advice. The author may have financial interests in the mentioned instruments.
Dávid Halascsák
@davidhalascsak
Hungary
3mo
$MELI (MercadoLibre Inc) has just reported the result of the final quarter of 2025. The reception and results are mixed: - Revenue grew 45% - beats by 300 million dollar - EPS grew about 5% - misses by 0.41 dollar It is clearly visible that the growth thesis is intact, but the margins are down from... Show More
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MELI
MercadoLibre Inc
1636.00
-5.16 (-0.31%)
Dávid Halascsák
@davidhalascsak
Hungary
4mo
Edited
$BKNG (Booking Holdings Inc) has just announced its Q4 earnings. On the surface, it seems the travel industry and with it, Booking is not slowing down: - Room nights grew 8% and gross bookings grew 16% - Revenue grew 16% (11% CC) - Adjusted EPS grew 17% - FCF grew 120% in Q4 and 15% in FY (~6.5% FCF... Show More
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BKNG
Booking Holdings Inc
163.00
-0.9900 (-0.60%)
Dávid Halascsák
@davidhalascsak
Hungary
4mo
Interesting to see how other fintech and payment processing stocks react to PayPal’s disastrous earnings report and 2026 outlook. It seems like PayPal’s issues are industry-wide rather than company-specific, while Wise’s recent report shows it is clearly the latter. $PYPL (PayPal Holdings) $WISE.L (Wise... Show More
Dávid Halascsák
@davidhalascsak
Hungary
4mo
LVMH ($MC.PA) reported its FY2025 results earlier this week, and while the numbers confirmed resilience in a difficult environment, they offered little reassurance to investors hoping for encouraging signs of a turnaround. Key takeaways: - Revenue was essentially flat YoY, with just 1% growth in H2.... Show More

About Dávid Halascsák
Hungary
Strategy: Multi-Strategy

Growth and value-oriented investor focused on companies around the world.
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