Justin Seda E Cauberghe
Justin Seda E Cauberghe @Fostijn

Performance
All

0.31%2026
2026
53.29%2025
2025
32.40%2024
2024
32.13%2023
2023
-12.58%2022
2022
11.34%2021
2021
53.3%0%-53.3%
Discussions
Justin Seda E Cauberghe
Justin Seda E Cauberghe
Thailand
3d
๐๐ž๐›๐ข๐ฎ๐ฌ โ€“ ๐“๐ž๐œ๐ก๐ง๐ข๐œ๐š๐ฅ ๐”๐ฉ๐๐š๐ญ๐ž Dear copiers, ๐Ž๐ฎ๐ซ ๐ฅ๐š๐ซ๐ ๐ž๐ฌ๐ญ ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง ๐ข๐ฌ ๐œ๐ฎ๐ซ๐ซ๐ž๐ง๐ญ๐ฅ๐ฒ ๐๐ž๐›๐ข๐ฎ๐ฌ ($NBIS (Nebius Group NV)), and I would like to give you ๐š ๐›๐ซ๐ข๐ž๐Ÿ ๐ฎ๐ฉ๐๐š๐ญ๐ž ๐จ๐ง ๐ก๐จ๐ฐ ๐ˆ ๐ฌ๐ž๐ž ๐ญ๐ก๐ž ๐ญ๐ž๐œ๐ก๐ง๐ข๐œ๐š๐ฅ ๐ฉ๐ข๐œ๐ญ๐ฎ๐ซ๐ž ๐๐ž๐ฏ๐ž๐ฅ๐จ๐ฉ๐ข๐ง๐ . ๐…๐ซ๐จ๐ฆ... Show More
Justin Seda E Cauberghe
Justin Seda E Cauberghe
Thailand
7d
๐Ÿ“‰ ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ผ๐—ฟ๐˜€ ๐˜€๐—ฝ๐—ฒ๐—ป๐—ฑ ๐—ฟ๐—ผ๐˜‚๐—ด๐—ต๐—น๐˜† ๐Ÿด๐Ÿฌ% ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ๐—ถ๐—ฟ ๐˜๐—ถ๐—บ๐—ฒ ๐—ฏ๐—ฒ๐—น๐—ผ๐˜„ ๐˜๐—ต๐—ฒ๐—ถ๐—ฟ ๐—ฝ๐—ฟ๐—ฒ๐˜ƒ๐—ถ๐—ผ๐˜‚๐˜€ ๐—ฝ๐—ฒ๐—ฎ๐—ธ ๐˜„๐—ฒ๐—ฎ๐—น๐˜๐—ต. That ๐˜€๐˜๐—ฎ๐˜๐—ถ๐˜€๐˜๐—ถ๐—ฐ ๐—ณ๐—ฟ๐—ผ๐—บ ๐— ๐—ฒ๐—ฏ ๐—™๐—ฎ๐—ฏ๐—ฒ๐—ฟ ๐—ถ๐˜€ ๐—ฎ ๐—ฝ๐—ผ๐˜„๐—ฒ๐—ฟ๐—ณ๐˜‚๐—น ๐—ฟ๐—ฒ๐—บ๐—ถ๐—ป๐—ฑ๐—ฒ๐—ฟ ๐—ผ๐—ณ ๐˜„๐—ต๐—ฎ๐˜ ๐—น๐—ผ๐—ป๐—ด-๐˜๐—ฒ๐—ฟ๐—บ ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ถ๐—ป๐—ด ๐—ฎ๐—ฐ๐˜๐˜‚๐—ฎ๐—น๐—น๐˜†... Show More
Justin Seda E Cauberghe
Justin Seda E Cauberghe
Thailand
18d
**๐—œ๐—ป๐—ฑ๐—ถ๐—ฟ๐—ฒ๐—ฐ๐˜ ๐—ฒ๐˜…๐—ฝ๐—ผ๐˜€๐˜‚๐—ฟ๐—ฒ ๐˜๐—ผ ๐—จ๐—ป๐—ถ๐˜๐—ฟ๐—ฒ๐—ฒ ๐˜๐—ต๐—ฟ๐—ผ๐˜‚๐—ด๐—ต $HSAI (Hesai Group) ๐Ÿค–** ๐—ข๐—ป๐—ฒ ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—บ๐—ผ๐˜€๐˜ ๐—ฒ๐˜…๐—ฐ๐—ถ๐˜๐—ถ๐—ป๐—ด ๐—œ๐—ฃ๐—ข๐˜€ ๐—ถ๐—ป ๐—–๐—ต๐—ถ๐—ป๐—ฎ ๐˜๐—ต๐—ถ๐˜€ ๐˜„๐—ฒ๐—ฒ๐—ธ was **๐—จ๐—ป๐—ถ๐˜๐—ฟ๐—ฒ๐—ฒ ๐—ฅ๐—ผ๐—ฏ๐—ผ๐˜๐—ถ๐—ฐ๐˜€**, ๐—ผ๐—ป๐—ฒ ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—น๐—ฒ๐—ฎ๐—ฑ๐—ถ๐—ป๐—ด ๐—ฐ๐—ผ๐—บ๐—ฝ๐—ฎ๐—ป๐—ถ๐—ฒ๐˜€ ๐—ถ๐—ป ๐—ต๐˜‚๐—บ๐—ฎ๐—ป๐—ผ๐—ถ๐—ฑ... Show More
Justin Seda E Cauberghe
Justin Seda E Cauberghe
Thailand
24d
**๐—” ๐—ฏ๐—ฟ๐˜‚๐˜๐—ฎ๐—น ๐—น๐—ฒ๐˜€๐˜€๐—ผ๐—ป ๐—ถ๐—ป ๐—น๐—ฒ๐˜ƒ๐—ฒ๐—ฟ๐—ฎ๐—ด๐—ฒ โ€” $NBIS (Nebius Group NV)** Leopold Aschenbrennerโ€™s Situational Awareness built a massive position in Nebius. But after heavy losses across its leveraged AI portfolio, the fund came under pressure and was **๐—ณ๐—ผ๐—ฟ๐—ฐ๐—ฒ๐—ฑ ๐˜๐—ผ ๐˜€๐—ฒ๐—น๐—น**. The timing... Show More
Justin Seda E Cauberghe
Justin Seda E Cauberghe
Thailand
2mo
Dear Copiers, Last week was a difficult one for our portfolio, ๐—ณ๐—ถ๐—ป๐—ถ๐˜€๐—ต๐—ถ๐—ป๐—ด -๐Ÿต.๐Ÿฎ๐Ÿฏ%. Our largest position, ๐—ก๐—ฒ๐—ฏ๐—ถ๐˜‚๐˜€, declined sharply, although it has already recovered part of those losses. At one point, ๐˜„๐—ฒ ๐˜„๐—ฒ๐—ฟ๐—ฒ ๐˜‚๐—ฝ ๐—บ๐—ผ๐—ฟ๐—ฒ ๐˜๐—ต๐—ฎ๐—ป ๐Ÿญ๐Ÿฌ๐Ÿฌ% on our Nebius position. Looking back,... Show More
Justin Seda E Cauberghe
Justin Seda E Cauberghe
Thailand
3mo
I was going through some charts today and noticed that ๐˜๐—ต๐—ฒ ๐—ถ๐—ฆ๐—ต๐—ฎ๐—ฟ๐—ฒ๐˜€ ๐—ฆ๐—ง๐—ข๐—ซ๐—ซ ๐—˜๐˜‚๐—ฟ๐—ผ๐—ฝ๐—ฒ ๐Ÿฒ๐Ÿฌ๐Ÿฌ ๐—”๐˜‚๐˜๐—ผ๐—บ๐—ผ๐—ฏ๐—ถ๐—น๐—ฒ๐˜€ & ๐—ฃ๐—ฎ๐—ฟ๐˜๐˜€ ๐—˜๐—ง๐—™ ๐—ถ๐˜€ ๐—ฑ๐—ผ๐˜„๐—ป ๐—ฟ๐—ผ๐˜‚๐—ด๐—ต๐—น๐˜† ๐Ÿญ๐Ÿฐ% ๐—ฌ๐—ง๐——. While China and EV competition are often blamed, Europe also suffers from a weak investment climate. $SX5EEX.DE... Show More
Justin Seda E Cauberghe
Justin Seda E Cauberghe
Thailand
3mo
Dear copiers, Today I was looking at ๐ญ๐ก๐ž ๐œ๐ก๐š๐ซ๐ญ ๐จ๐Ÿ ๐š ๐œ๐จ๐ฆ๐ฉ๐š๐ง๐ฒ ๐œ๐š๐ฅ๐ฅ๐ž๐ ๐๐€๐‘๐‚๐Ž. Barco is a Belgian company. Belgium is my country of birth. ๐๐š๐ซ๐œ๐จ ๐ข๐ฌ ๐๐จ๐ฐ๐ง ๐ซ๐จ๐ฎ๐ ๐ก๐ฅ๐ฒ ๐Ÿ•๐Ÿ“% ๐Ÿ๐ซ๐จ๐ฆ ๐ข๐ญ๐ฌ ๐ฉ๐ž๐š๐ค. The company ๐ซ๐ž๐ฆ๐š๐ข๐ง๐ฌ ๐ฉ๐ซ๐จ๐Ÿ๐ข๐ญ๐š๐›๐ฅ๐ž, ๐œ๐š๐ฌ๐ก-๐ซ๐ข๐œ๐ก,... Show More
Justin Seda E Cauberghe
Justin Seda E Cauberghe
Thailand
3mo
Dear Copiers, ๐™Œ๐™ช๐™ž๐™˜๐™  ๐™ฅ๐™ค๐™ง๐™ฉ๐™›๐™ค๐™ก๐™ž๐™ค ๐™ช๐™ฅ๐™™๐™–๐™ฉ๐™š โ€” ๐™‚๐˜ฟ๐™“ GDX is currently ๐™ค๐™ช๐™ง ๐™จ๐™ข๐™–๐™ก๐™ก๐™š๐™จ๐™ฉ ๐™ฅ๐™ค๐™จ๐™ž๐™ฉ๐™ž๐™ค๐™ฃ (~1.1% of invested capital) and is showing a loss of approximately -19%. Last week, GDX printed ๐™– ๐™ฌ๐™š๐™š๐™ ๐™ก๐™ฎ ๐™ก๐™ค๐™ฃ๐™œ-๐™ก๐™š๐™œ๐™œ๐™š๐™™ ๐™™๐™ค๐™Ÿ๐™ž ๐™˜๐™–๐™ฃ๐™™๐™ก๐™š โ€” a classic ๐™จ๐™ž๐™œ๐™ฃ... Show More
Justin Seda E Cauberghe
Justin Seda E Cauberghe
Thailand
3mo
Dear Copiers and Followers, As you can see in my portfolio I am long $RSP (Invesco S&P 500 Equal Weight ETF ). The equal-weight S&P 500 continues to look constructive on the weekly chart, ๐—ต๐—ผ๐—น๐—ฑ๐—ถ๐—ป๐—ด ๐—ฎ๐—ฏ๐—ผ๐˜ƒ๐—ฒ ๐—ฏ๐—ผ๐˜๐—ต ๐˜๐—ต๐—ฒ ๐Ÿฎ๐Ÿญ-๐˜„๐—ฒ๐—ฒ๐—ธ ๐—ฎ๐—ป๐—ฑ ๐Ÿฒ๐Ÿฏ-๐˜„๐—ฒ๐—ฒ๐—ธ ๐—บ๐—ผ๐˜ƒ๐—ถ๐—ป๐—ด ๐—ฎ๐˜ƒ๐—ฒ๐—ฟ๐—ฎ๐—ด๐—ฒ๐˜€... Show More
Justin Seda E Cauberghe
Justin Seda E Cauberghe
Thailand
3mo
I currently hold a ๐ฌ๐ฆ๐š๐ฅ๐ฅ ๐ฅ๐จ๐ง๐  ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง ๐ข๐ง $MSFT (Microsoft). What caught my attention is not the short-term noise, but ๐ญ๐ก๐ž ๐ฅ๐จ๐ง๐ -๐ญ๐ž๐ซ๐ฆ ๐ฌ๐ญ๐ซ๐ฎ๐œ๐ญ๐ฎ๐ซ๐ž. Microsoft successfully ๐ญ๐ž๐ฌ๐ญ๐ž๐ ๐ข๐ญ๐ฌ ๐ซ๐ข๐ฌ๐ข๐ง๐  ๐Ÿ”๐Ÿ‘-๐ฆ๐จ๐ง๐ญ๐ก ๐ฆ๐จ๐ฏ๐ข๐ง๐  ๐š๐ฏ๐ž๐ซ๐š๐ ๐ž ๐š๐ง๐ ๐ง๐ž๐ฏ๐ž๐ซ... Show More

About Justin Seda E Cauberghe
Thailand
Strategy: Multi-Strategy

Dynamic investment strategy that combines momentum and value investing.
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