Frederik Enggrob Lørval
Frederik Enggrob Lørval @FrameInvestment

Performance
All

14.35%2026
2026
30.97%2025
2025
23.75%2024
2024
57.65%2023
2023
-13.93%2022
2022
1.64%2021
2021
57.6%0%-57.6%
Frederik Enggrob Lørval
𝐅𝐫𝐨𝐦 𝐩𝐚𝐧𝐢𝐜 𝐭𝐨 𝐚𝐥𝐥-𝐭𝐢𝐦𝐞 𝐡𝐢𝐠𝐡𝐬… 𝐚𝐥𝐫𝐞𝐚𝐝𝐲? 📈 Just a few weeks ago, it felt like markets couldn’t catch a break. Inflation worries, geopolitical tensions, credit risks, and whispers of an AI bubble were everywhere you looked. Fast forward to today, and we’re back at all-time... Show More
Frederik Enggrob Lørval
𝐈𝐬 𝐭𝐡𝐞 𝐦𝐚𝐫𝐤𝐞𝐭 𝐞𝐱𝐩𝐞𝐧𝐬𝐢𝐯𝐞 𝐫𝐢𝐠𝐡𝐭 𝐧𝐨𝐰 𝐨𝐫 𝐬𝐢𝐦𝐩𝐥𝐲 𝐮𝐧𝐞𝐯𝐞𝐧? This is something I’ve been thinking about a lot while managing my portfolio lately. Take a company like Apple. It’s a high quality business with strong earnings and a dominant position, but it also trades... Show More
Frederik Enggrob Lørval
𝐀𝐈 𝐟𝐫𝐨𝐦 𝐡𝐲𝐩𝐞 𝐭𝐨 𝐫𝐞𝐚𝐥 𝐞𝐚𝐫𝐧𝐢𝐧𝐠𝐬. 𝐇𝐨𝐰 𝐈 𝐚𝐦 𝐭𝐡𝐢𝐧𝐤𝐢𝐧𝐠 𝐚𝐛𝐨𝐮𝐭 𝐀𝐈 𝐫𝐢𝐠𝐡𝐭 𝐧𝐨𝐰 AI has been the dominant market theme over the past couple of years, but lately I feel we are starting to see a shift in how we look at it. The market is slowly moving from rewarding... Show More
Frederik Enggrob Lørval
𝐔𝐒 𝐓𝐫𝐚𝐝𝐞 𝐓𝐞𝐧𝐬𝐢𝐨𝐧𝐬 𝐀𝐫𝐞 𝐁𝐚𝐜𝐤 𝐁𝐮𝐭 𝐒𝐨 𝐈𝐬 𝐏𝐞𝐫𝐬𝐩𝐞𝐜𝐭𝐢𝐯𝐞 Trade tensions are back in focus. The US has introduced new 10 percent tariffs on certain European countries, and markets reacted quickly. Volatility picked up, but so did perspective. Many are pointing out that... Show More
Frederik Enggrob Lørval
💊📈 𝐍𝐨𝐯𝐨 𝐍𝐨𝐫𝐝𝐢𝐬𝐤 𝐭𝐚𝐤𝐞𝐬 𝐭𝐡𝐞 𝐥𝐞𝐚𝐝 𝐰𝐢𝐭𝐡 𝐭𝐡𝐞 𝐟𝐢𝐫𝐬𝐭 𝐰𝐞𝐢𝐠𝐡𝐭 𝐥𝐨𝐬𝐬 𝐩𝐢𝐥𝐥 𝐢𝐧 𝐭𝐡𝐞 𝐔𝐒 Sometimes one headline is all it takes to change the narrative. Today, Novo Nordisk delivers exactly that. The stock risis after news that Wegovy has been approved in pill... Show More
Frederik Enggrob Lørval
🤖 𝐀𝐈 𝐒𝐭𝐨𝐜𝐤𝐬 𝐀𝐫𝐞 𝐒𝐡𝐚𝐤𝐢𝐧𝐠: 𝐈𝐬 𝐭𝐡𝐞 𝐏𝐨𝐰𝐞𝐫 𝐅𝐢𝐧𝐚𝐥𝐥𝐲 𝐒𝐡𝐢𝐟𝐭𝐢𝐧𝐠? The AI trade just got a whole lot more interesting. $NVDA (NVIDIA Corporation) that has dominated the entire AI boom, is suddenly under pressure after rumors that Meta may start buying AI chips directly... Show More
Frederik Enggrob Lørval
💰 𝐆𝐨𝐥𝐝 & 𝐒𝐢𝐥𝐯𝐞𝐫 𝐬𝐭𝐮𝐦𝐛𝐥𝐞𝐬 : 𝐇𝐞𝐚𝐥𝐭𝐡𝐲 𝐂𝐨𝐫𝐫𝐞𝐜𝐭𝐢𝐨𝐧 𝐨𝐫 𝐄𝐚𝐫𝐥𝐲 𝐖𝐚𝐫𝐧𝐢𝐧𝐠? After months of strong gains, gold and silver have suddenly lost momentum. Since late August, gold has climbed about 31%, while silver surged 45%, but this week both metals saw their... Show More
Frederik Enggrob Lørval
🚨 𝐍𝐨𝐯𝐨 𝐍𝐨𝐫𝐝𝐢𝐬𝐤 – 𝐁𝐢𝐠 𝐂𝐡𝐚𝐧𝐠𝐞𝐬 🚨 $NOVO-B.CO (Novo Nordisk B A/S) has undergone major changes over the past six months. The company has appointed a new CEO, announced a massive restructuring with 9,000 job cuts, and adjusted its expectations for future profit and growth. At the... Show More
Frederik Enggrob Lørval
𝐍𝐯𝐢𝐝𝐢𝐚 𝐢𝐧 𝐅𝐨𝐜𝐮𝐬 – 𝐂𝐚𝐧 𝐀𝐈 𝐊𝐞𝐞𝐩 𝐈𝐭𝐬 𝐌𝐨𝐦𝐞𝐧𝐭𝐮𝐦? On Wednesday August 27th, all eyes will be on $NVDA (NVIDIA Corporation) as the company delivers its Q2 earnings report. Expectations are super high, and analysts are estimating revenues around $46 billion and earnings per... Show More
Frederik Enggrob Lørval
🚀 𝐌𝐢𝐝-𝐘𝐞𝐚𝐫 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 𝐟𝐨𝐫 𝟐𝟎𝟐𝟓 We are now well into the second half of the year, and it has certainly been an interesting one so far. From political uncertainty to shifting global trends and ongoing debates about interest rates, markets have had no shortage of surprises.... Show More

About Frederik Enggrob Lørval
Denmark
Strategy: Value

Msc. in Finance & Accounting Long-term Danish investor.
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