Levente Lavrinyuk
Levente Lavrinyuk @Liziapukaja

Performance
All

30.89%2026
2026
17.48%2025
2025
22.77%2024
2024
2.89%2023
2023
-34.65%2022
2022
21.54%2021
2021
238.17%2020
2020
238.2%0%-238.2%
Levente Lavrinyuk
Oh $GPRO (GoPro Inc) , here we go again. If I was given 1 dollar every time I heard the action camera company is about to 'reinvent' itself, by now I'd have enough money to quit my job and eToro. GoPro is up 20% on the news of 'exploring pivot towards defense and aerospace', aaand,... Show More
Levente Lavrinyuk
Current $OIL market outlook is neither bullish nor bearish... It's more 'kangaroo'-ish. I mean, that animal probably better describes the recent up and down jumps. It's hard to make even just an educated guess on where things go from here on the short term. On the one hand, there is a... Show More
Levente Lavrinyuk
$OIL - ๐—ช๐—ต๐—ฎ๐˜ ๐˜๐—ต๐—ฒ ๐—ฃ๐—ต๐˜†๐˜€๐—ถ๐—ฐ๐—ฎ๐—น ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐˜๐—ฒ๐—น๐—น๐˜€ ๐˜‚๐˜€ ๐—ฎ๐—ฏ๐—ผ๐˜‚๐˜ ๐˜„๐—ต๐—ฒ๐—ฟ๐—ฒ ๐˜๐—ต๐—ถ๐—ป๐—ด๐˜€ ๐—บ๐—ถ๐—ด๐—ต๐˜ ๐—ด๐—ผ ๐—ณ๐—ฟ๐—ผ๐—บ ๐—ต๐—ฒ๐—ฟ๐—ฒ? Predicting oil prices is a notoriously difficult endeavor. Traditionally, there are three approaches that people use: A) lick your finger, hold it up in the air,... Show More
Levente Lavrinyuk
"Guess who is back, back again..." Okay, this is probably the lamest way to start a post, but as I didn't really share an update for almost two years, it looks like a got a bit rusty - sorry for that. Speaking of asking for forgiveness... One is long overdue to my beloved copiers, so here... Show More
Levente Lavrinyuk
The Good, the Bad and the Ugly - Portfolio Update Q1 2024 I usually kick things off with a some light-hearted rambling about the current state of (economic) affairs, but since a portfolio update is long overdue and there are lots to talk about, I just skip that and jump right in. Generally speaking,... Show More
Levente Lavrinyuk
๐™’๐™–๐™ฉ๐™š๐™ง โ€“ ๐™Ž๐™ฉ๐™ž๐™ก๐™ก ๐™ฉ๐™๐™š ๐™ˆ๐™ค๐™จ๐™ฉ ๐™Š๐™ซ๐™š๐™ง๐™ก๐™ค๐™ค๐™ ๐™š๐™™ ๐™„๐™ฃ๐™ซ๐™š๐™จ๐™ฉ๐™ข๐™š๐™ฃ๐™ฉ ๐™Š๐™ฅ๐™ฅ๐™ค๐™ง๐™ฉ๐™ช๐™ฃ๐™ž๐™ฉ๐™ฎ Letโ€™s start with the obvious: there is a water crisis. It might not be as โ€™obviousโ€™ for all of us depending on where we live, but just a quick glance at the news over the last few weeks reveals that: โ€ข Large... Show More
Levente Lavrinyuk
๐™’๐™๐™š๐™ง๐™š ๐™๐™๐™ž๐™ฃ๐™œ๐™จ ๐™Ž๐™ฉ๐™–๐™ฃ๐™™ ๐™ฌ๐™ž๐™ฉ๐™ ๐™ฉ๐™๐™š ๐™€๐™ฃ๐™š๐™ง๐™œ๐™ฎ ๐™ˆ๐™–๐™ง๐™ ๐™š๐™ฉ๐™จ ๐™๐™ค๐™™๐™–๐™ฎ? In the last 5 years, those investors (myself included) who dipped our toes into the energy markets have been through a wild ride for sure. For $OIL and $NATGAS things were relatively 'normal' up until... Show More
Levente Lavrinyuk
๐Ÿฏ ๐™Ž๐™ฉ๐™ค๐™˜๐™ ๐™จ ๐™ฉ๐™ค ๐™Ž๐™๐™ค๐™ง๐™ฉ ๐™›๐™ค๐™ง ๐™ƒ๐™š๐™™๐™œ๐™ž๐™ฃ๐™œ ๐™ฉ๐™๐™š ๐™ˆ๐™–๐™ง๐™ ๐™š๐™ฉ ๐™ž๐™ฃ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฐ Everyone has their investment โ€™mojoโ€™, or for a fancier term, their โ€™circle of competenceโ€™. Sometimes itโ€™s just a certain industry or type of asset, for others their mojo is just being a โ€™long-term value investorโ€™.... Show More
Levente Lavrinyuk
๐™ƒ๐™ค๐™ฌ ๐™ฉ๐™ค ๐™„๐™ฃ๐™ซ๐™š๐™จ๐™ฉ ๐˜ผ๐™ง๐™ค๐™ช๐™ฃ๐™™ ๐™ฉ๐™๐™š ๐˜ฝ๐™ง๐™š๐™ฌ๐™ž๐™ฃ๐™œ ๐™‚๐™š๐™ค๐™ฅ๐™ค๐™ก๐™ž๐™ฉ๐™ž๐™˜๐™–๐™ก ๐™ˆ๐™š๐™จ๐™จ ๐™ค๐™› ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฐ? Frankly, if the current geopolitical situation was a kind of food, it would definitely be a heck of a stew. A quite spicy one actually, given all the slow and not-so-slow brewing tensions all... Show More
Levente Lavrinyuk
What's Next for Shipping Companies? Alright, I hope everyone recovered from the festive fun (hangover, food-overdose, sugar rush, Xmas movie marathon, pick that applies) and getting ready to misbehave our way into the New Year, but before we do so, I wanted to share a quite timely update. My fellow... Show More

About Levente Lavrinyuk
Hungary
Strategy: Long/Short

Seasoned investor with high risk tolerance and expertise in under-the-radar investments
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28 Copiers
1 Followers