Free De Coninck
Free De Coninck @FreeDeConinck1

Performance
All

53.10%2026
2026
45.45%2025
2025
7.37%2024
2024
53.1%0%-53.1%
Free De Coninck
🚨 Market Outlook – September 2026 September has begun, and historically this is not one of the strongest months for the stock market. On top of that seasonal pattern, there is still a lot of macro uncertainty. Oil prices and the unresolved situation in Iran continue to feed into higher inflation, which... Show More
Free De Coninck
First of all, I want to welcome all new copiers. I hope we can keep building strong returns together going forward! Software stocks bounced yesterday after a very strong report from $CRM (Salesforce Inc). The numbers confirmed that demand in the sector remains healthier than some of the recent weakness... Show More
Free De Coninck
Volatility is back in the market. Part of the pressure comes from the ongoing situation with Iran, which still has not been fully resolved. At the same time the 10-year US Treasury yield has moved back up to around 4.7%. Higher risk-free rates make stocks relatively less attractive in the short term. On... Show More
Free De Coninck
🚨 Portfolio Reflection – August 2026 The portfolio is now up +50% YTD. A great result so far this year. This performance comes from a combination of positions. I’m particularly glad I took advantage of the weakness in software stocks earlier in the year. $MSFT (Microsoft), $ZETA and $PLTR (Palantir... Show More
Free De Coninck
🚨 Portfolio & Earnings Update – August 11, 2026 Yesterday I opened a new position in $CELH (Celsius Holdings Inc.) (Celsius). They reported a weak quarter last week, but I believe in the long-term thesis that Celsius can grow into a major player in the energy drink space, similar to Monster. At... Show More
Free De Coninck
🚨 Earnings Update – August 10, 2026 Tonight $HIMS (Hims & Hers Health Inc) reports earnings. Last quarter was disappointing with virtually no growth, but management guided for a reacceleration this quarter. Credit card spend data on the HIMS platform suggests that recovery is indeed underway. The key... Show More
Free De Coninck
Free De Coninck
closed a $MSFT buy position
Belgium
Ik heb zojuist de transacties gesloten op winst van 20.07% Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
MSFT
Microsoft
20.07%
Trade Story
Free De Coninck
$PLTR (Palantir Technologies Inc.) smashed!
Not investment advice. The author may have financial interests in the mentioned instruments.
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PLTR
Palantir Technologies Inc.
172.93
-1.40 (-0.80%)
Free De Coninck
🚨 Important Week Ahead – Earnings Focus – August 2026 We are heading into a very important week with several major earnings reports, including $PLTR (Palantir Technologies Inc.), $AMD (Advanced Micro Devices Inc) and $ZETA. The past weeks have brought significant volatility across the portfolio. $MSFT... Show More
Free De Coninck
🚨 Market Update – July 29, 2026 The recent leverage unwind in South Korea is putting heavy pressure on semiconductor stocks, including $AMD (Advanced Micro Devices Inc). Short-term volatility is high, but this does not change the long-term picture. $AMD remains well positioned for strong quarters ahead.... Show More

About Free De Coninck
Belgium
Strategy: Growth

Research-driven investor focused on high-quality companies using fundamental analysis.
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