Tobias Engstroem Carlsen
Tobias Engstroem Carlsen @EpicQuality

Performance
All

6.01%2026
2026
12.58%2025
2025
20.49%2024
2024
9.53%2023
2023
20.5%0%-20.5%
Tobias Engstroem Carlsen
𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐢𝐬 𝐚 𝐜𝐡𝐨𝐢𝐜𝐞. How you invest is also a choice. One of the biggest wealth destroyers isn't a market crash. 𝐈𝐭'𝐬 𝐟𝐞𝐞𝐬 𝐚𝐧𝐝 𝐭𝐚𝐱𝐞𝐬. Many investors accept high fees and taxes as just part of the "game" called investing because they seem small... Show More
Tobias Engstroem Carlsen
$NFLX (Netflix, Inc.) cloud based gaming grew by 1100% in 8 months. AI is transforming its entire content creation process. The company claims it can produce content twice as fast at half the cost. The first actor has been replaced by AI in a chinese show, Mangment quote : "We are builders,... Show More
Tobias Engstroem Carlsen
$NFLX (Netflix, Inc.) Earnings 🟢 Revenue: $12.56B (+13.4% YoY) 🟢 EPS: $0.80 vs. $0.79 expected (small beat) 🟢 Net Income: $3.4B 🟢 Operating Margin: 33.4% 🟠 Revenue came in slightly below expectations. 🔴 Q3 Guidance disappointed: • Revenue: $12.86B vs. $13.00B expected • EPS: $0.82 vs. $0.84... Show More
Tobias Engstroem Carlsen
A small milestone today. My portfolio has officially reached $8,000, starting from $5,000. That's a 60% return so far in less then 3 years. The goal hasn't changed: own great businesses, stay patient, and let compounding do the heavy lifting. $SPY (State Street SPDR S&P 500 ETF) $QQQ (Invesco... Show More
Tobias Engstroem Carlsen
🤴 𝙄 𝙩𝙝𝙞𝙣𝙠 𝙩𝙝𝙞𝙨 𝙫𝙞𝙚𝙬 𝙞𝙨 𝙗𝙚𝙘𝙤𝙢𝙞𝙣𝙜 𝙤𝙪𝙩𝙙𝙖𝙩𝙚𝙙. Many investors still view Microsoft, Amazon and Google as software companies selling subscriptions. The next phase is what I call the 𝐀𝐈 𝐑𝐚𝐢𝐥𝐫𝐨𝐚𝐝. In the 1800s, railroads became the infrastructure that businesses... Show More
Tobias Engstroem Carlsen
⚠️𝐎𝐧𝐞 𝐨𝐟 𝐭𝐡𝐞 𝐛𝐢𝐠𝐠𝐞𝐬𝐭 𝐦𝐢𝐬𝐭𝐚𝐤𝐞𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐦𝐚𝐤𝐞 𝐢𝐬 𝐣𝐮𝐝𝐠𝐢𝐧𝐠 𝐚 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐛𝐲 𝐰𝐡𝐞𝐧 𝐢𝐭 𝐠𝐞𝐭𝐬 𝐩𝐚𝐢𝐝, 𝐢𝐧𝐬𝐭𝐞𝐚𝐝 𝐨𝐟 𝐰𝐡𝐞𝐭𝐡𝐞𝐫 𝐢𝐭 𝐰𝐢𝐥𝐥 𝐠𝐞𝐭 𝐩𝐚𝐢𝐝. Take $BKNG (Booking Holdings Inc) as an example. Booking's EPS often looks... Show More
Tobias Engstroem Carlsen
𝐀 𝐬𝐭𝐮𝐝𝐲 𝐨𝐟 𝐟𝐮𝐧𝐝 𝐦𝐚𝐧𝐚𝐠𝐞𝐫𝐬 𝐟𝐨𝐮𝐧𝐝 𝐬𝐨𝐦𝐞𝐭𝐡𝐢𝐧𝐠 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭𝐢𝐧𝐠 Every time a manager decided to sell a stock, researchers asked: What if they had randomly sold a different stock from their portfolio instead? Surprisingly, the random sell choice outperformed the manager's... Show More
Tobias Engstroem Carlsen
𝐓𝐡𝐞 𝐠𝐨𝐚𝐥 𝐨𝐟 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐢𝐬 𝐧𝐨𝐭 𝐭𝐨 𝐛𝐮𝐲 𝐦𝐨𝐫𝐞 𝐨𝐫 𝐦𝐚𝐤𝐞 𝐦𝐨𝐫𝐞 𝐦𝐨𝐧𝐞𝐲. It's to buy better companies than the next guy. A good buy and hold, will make you stay sane while others fumble. Great investors don't win by owning hundreds of stocks they win by identifying... Show More

About Tobias Engstroem Carlsen
Sweden
Strategy: Value

Never lose money 💰 Quality and valuations 🟢 Transparent, honesty and trust 🟢
Show Full Bio
10 Copiers
2.8K Followers