Tyrone Maggs
Tyrone Maggs @Elmerfud89

Performance
All

10.32%2026
2026
2.54%2025
2025
1.22%2024
2024
22.12%2023
2023
-8.09%2022
2022
22.1%0%-22.1%
Tyrone Maggs
Portfolio Pulse: back after a quiet run πŸ‘‹ Earnings season came and went and the portfolio held up. $DIS (Walt Disney) was the standout, record streaming profit and the parks still packed. $UBER (Uber Technologies Inc.) put up a strong quarter, and I did the homework on their big Delivery Hero deal... Show More
Tyrone Maggs
π™€π™–π™§π™£π™žπ™£π™œπ™¨ 𝙐π™₯π™™π™–π™©π™š β€” $π™…π™‹π™ˆ π™ π™žπ™˜π™ π™¨ 𝙀𝙛𝙛 π™©π™π™š 𝙦π™ͺπ™–π™§π™©π™šπ™§ πŸ‘ First of my holdings to report this season, and a solid one: adjusted EPS $6.14 vs $5.59 expected, revenue $57.4B vs $50.6B, and investment banking had itself a quarter ($3.9B vs ~$3B forecast). The number I always... Show More
Tyrone Maggs
My Market Take and Earnings Ahead : Fun fortnight in oil. Peace deal and glut talk took crude down to $67, then Gulf attacks and sanctions news sent it straight back to $72. A full round trip in two weeks. The real action is this week. Two of my core stocks too report before the US open, $JPM (JPMorgan... Show More
Tyrone Maggs
Thesis Spotlight : $APD (Air Products & Chemicals Inc) πŸ‘‰ Spotlight this week on my newest position, $APD a small win for boring discipline. Air Products is one of only three companies on the planet that do industrial gases at scale. It's a fortress business: 15–20 year take-or-pay contracts,... Show More
undefined logo
APD
Air Products & Chemicals Inc
301.27
-2.95 (-0.97%)
Tyrone Maggs
Quick pulse on the freshly-rebuilt book. Early days, but the new concentrated shape feels right. Standout this week is $XOM (ExxonMobil Holdings Corp) , quietly doing its job as my energy-and-geopolitics hedge while the Middle East keeps everyone on edge. The deep-value names I just added $CMCSA (Comcast... Show More
Tyrone Maggs
After 2025 spent rebuilding the book to be more robust, I've taken it further this month and made a proper call: I'm not here to match the market, I'm here to beat it. Half my portfolio had quietly become the index in disguise. Whoops! So I rebuilt it around real conviction: I trimmed my... Show More
Tyrone Maggs
𝘼π™₯π™§π™žπ™‘ 𝙐π™₯π™™π™–π™©π™š β€” 𝙖 π™˜π™€π™ͺπ™₯π™‘π™š 𝙀𝙛 π™£π™šπ™¬ π™£π™–π™’π™šπ™¨ π™–π™™π™™π™šπ™™ πŸ‘‡ Pretty active month on the portfolio and a strong month along with the rest of the market. I’ve started positions in $GOOG (Alphabet) and $TSLA (Tesla Motors, Inc.) , so here’s the quick thinking behind both. $GOOG is... Show More
Tyrone Maggs
π™ˆπ™–π™§π™˜π™ 𝙐π™₯π™™π™–π™©π™š β€” π˜Ώπ™žπ™¨π™˜π™€π™ͺπ™£π™©π™šπ™™ π™Žπ™©π™€π™˜π™ π™¨ 𝙖𝙣𝙙 𝙖𝙑𝙒𝙀𝙨𝙩 π™˜π™šπ™§π™©π™–π™žπ™£ π™ͺπ™₯π™¨π™žπ™™π™š? Found this in my research over the last month and thought it would be interesting to share about what happens in midterm election years. The pattern is pretty consistent going back decades. Midterm... Show More
Tyrone Maggs
Buy Now, Pay Later : Big Opportunity, High Risk πŸ’³ $KLAR (Klarna Group plc) is down over 25% this month β€” and the market reaction tells the story with margin pressure from push into retail banking being the biggest driver of the market’s reaction. The revenue number was actually quite strong, with a... Show More
Tyrone Maggs
January’s Curveball - Are we in for a wild ride in 2026? The Trump administration just rolled out its healthcare plan and while it has seen the market react very quickly. However, this like any policy change will open up opportunities in other areas! Who will be the healthcare insurers that navigate... Show More

About Tyrone Maggs

I buy great businesses at bad moments β€” with a written exit line for every one.
Show Full Bio
5 Copiers
120 Followers