Lubomir Ridzon
Lubomir Ridzon @LubomirRidzon

Performance
All

4.38%2026
2026
31.13%2025
2025
11.79%2024
2024
18.60%2023
2023
-9.90%2022
2022
24.44%2021
2021
89.79%2020
2020
89.8%0%-89.8%
Discussions
Lubomir Ridzon
Slovakia
38min
$MSFT (Microsoft) is now almost 30% below its highs. Over the past 10+ years, the only larger drawdown was in 2022. The stock has also given up all of its relative outperformance versus the S&P 500 since November 2022, when ChatGPT was launched.
Lubomir Ridzon
Slovakia
41min
$AMZN (Amazon.com Inc) Q4 FY25: • Revenue +14% Y/Y to $213.4B ($2.2B beat). • Operating margin 12% (+0.4pp Y/Y). • EPS $1.95 ($0.01 miss). • Q1 FY26 rev guide: +11%–15% Y/Y. AWS: • Revenue +24% Y/Y to $35.6B. • Operating margin 35% (-2pp Y/Y).
Lubomir Ridzon
Slovakia
3d
$GOOG (Alphabet) shares fell almost 5% as investors reacted to a mix of growth and margin concerns. - First, ad pricing growth showed signs of slowing, especially outside Search, raising questions about near-term revenue momentum. - Second, AI investments remain heavy, pushing operating costs higher... Show More
Lubomir Ridzon
Slovakia
3d
Weight-loss drugmakers $LLY (Eli Lilly & Co) and $NVO (Novo-Nordisk A/S SPONS ADR) fell after telehealth company $HIMS (Hims & Hers Health Inc) announced Thursday it will offer a copy of the newly launched Wegovy pill for $49, far less than the $149 Novo sells the branded pill for. Copenhagen-listed... Show More
Lubomir Ridzon
Slovakia
4d
The average software stock is now in a 40% drawdown! Absolute carnage in the space recently even with the broad market close to record highs. $IGV (Ishares Expanded Tech-Softwa) , $ORCL (Oracle Corporation) , $NOW (ServiceNow Inc) , $CRM (Salesforce Inc) , $ADBE (Adobe Systems Inc)
Lubomir Ridzon
Slovakia
5d
$AAPL (Apple) has bought back $727 billion in stock over the past 10 years, which is greater than the market cap of 488 companies in the S&P 500.
Lubomir Ridzon
Slovakia
5d
$DIS (Walt Disney) Q1 FY26 (Dec. quarter): • Revenue +5% Y/Y to $26.0B ($0.4B beat). • Non-GAAP EPS $1.63 ($0.05 beat). Segment operating margin: Entertainment: 7% (-3pp Y/Y). Sports: 4% (-1pp Y/Y). Experience: 33% (flat Y/Y). Outlook: 10%+ adj. EPS growth in FY26.
Lubomir Ridzon
Slovakia
5d
Why $PYPL (PayPal Holdings) is Crashing Today 📉 PayPal shares dropped nearly 18% today after a disappointing Q4 2025 earnings report that missed expectations on several key fronts. While revenue grew 4% YoY to $8.68 billion, it fell short of the $8.79 billion analyst consensus, and adjusted EPS of... Show More

About Lubomir Ridzon
Slovakia
Strategy: Value

Education: Banking and Investments; Experience: more than 11 years on the stock market.
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6.9K Followers

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