Marek Straka
Marek Straka @Majinoo98

Performance
All

14.02%2026
2026
22.43%2025
2025
21.66%2024
2024
12.21%2023
2023
22.4%0%-22.4%
Discussions
Marek Straka
Marek Straka
Slovakia
2d
Ahoj, som Marek – πŸ“ˆ long-term value investor zameranΓ½ na kvalitnΓ© spoločnosti s udrΕΎateΔΎnΓ½m rastom a solidnΓ½mi dividendami. πŸ’Ž Moja stratΓ©gia: β€’ NΓ‘kup kvalitnΓ½ch firiem za rozumnΓΊ cenu πŸ›οΈ β€’ Dollar Cost Averaging (DCA) πŸ“… β€’ β€žFeed the growers, hunt the dipsβ€œ πŸ‚πŸ» β€’ Risk Score 3 – prioritizujem ochranu... Show More Translate
Marek Straka
Marek Straka
Slovakia
6d
πŸ“ˆ $PEP (PepsiCo) – PepsiCo DCF Analysis + Earnings Preview πŸ₯€πŸŸ Current price: ~$124–125 My DCF fair value: $140–148 βœ… Upside: +12% to +18% πŸ”₯ Why I like it: β€’ Dividend King (54 consecutive years of dividend growth) β†’ 4.7% yield πŸ’° β€’ Super low beta (0.36) – true defensive stock β€’ Strong moat (Lay’s,... Show More
Marek Straka
Marek Straka
Slovakia
7d
🚨 Everyone is freaking out about this chart… but why does it actually matter? The U.S. 10-Year Treasury yield just hit 5.19–5.2%. That’s the highest level since 2007. πŸ“ˆπŸ”₯ It might sound like β€œboring bonds,” but this number is one of the most important in the entire financial system. πŸ’‘ 🏦 What is... Show More
Marek Straka
Marek Straka
Slovakia
7d
πŸš€πŸ’Ž$ASML (ASML Holding NV) is the company almost every advanced chip line has to pass through β€” which is why the numbers matter more than the headline. Trailing P/E is about 58, forward about 29. πŸ“ˆ The five-year range is roughly 27–62, average near 40–45. That is a premium to the S&P 500 forward... Show More
Marek Straka
Marek Straka
Slovakia
8d
πŸš€ Nasdaq just hit a new all-time high and Micron ($MU (Micron Technology, Inc.)) just delivered one of the most insane quarters in semiconductor history. πŸš€Q4 revenue exploded +379% YoY to $54.23 billion, gross margin hit 86.8–87%, and full-year revenue reached $133.2 billion (+256% YoY). βœ…They crushed... Show More
Marek Straka
Marek Straka
Slovakia
9d
Adobe isn't today's headline. πŸ‘€ That's exactly why it deserves a table. $ADBE (Adobe Systems Inc) closed at $237.69 on Oct 2, down about 31% over 52 weeks. πŸ“‰ Trailing P/E is 13.3, and forward P/E is roughly 9–13 depending on the source (GAAP vs. non-GAAP). Software usually trades around... Show More
Marek Straka
Marek Straka
Slovakia
10d
πŸ“Š Microsoft (MSFT) – deeper look at growth, cash flow and risks A calm dive into Microsoft away from the daily noise. Price around $517, trailing P/E β‰ˆ 28.8, forward β‰ˆ 26.2. Debt FY24 β‰ˆ $98B β†’ FY25 β‰ˆ $112B β†’ FY26 β‰ˆ $107–129B (mainly finance leases) Revenue FY24 $245B (+15.7 %) FY25 $282B (+14.9 %) FY26... Show More
Marek Straka
Marek Straka
Slovakia
15d
πŸ”₯ Monday 28 Sep 2026 β€” two engines: AI and oil. META is the tape. Muse AI agent drove ~13% last week. Price ~$752, cap ~$1.91T. Trailing P/E ~28, forward ~22 β€” near the 5-year average (~29), above sector (~22). Friday already faded some of the move (βˆ’3.3%). Macro: 10Y above 5.2%, DXY ~101, VIX... Show More
🀩 AI cash-flow (META / chips)
100.00%
βœ… 10Y above 5%
100.00%
πŸš€Oil / Iran
100.00%
✌️All at once
100.00%
17 Votes
Marek Straka
Marek Straka
Slovakia
20d
πŸ†• New to investing and don’t know where to start? You’re not alone❌ βœ…I built a simple, low-drama portfolio of the best companies in the world β€” so you can just copy and focus on your life. β˜•πŸ“ˆπŸ’° πŸ“Š Current 1-year performance: +16.53% πŸ›‘οΈ Risk score: 3 (one of the more conservative Popular Investor... Show More

About Marek Straka
Slovakia
Strategy: Multi-Strategy

βœ… Risk 3 | βœ… YTD 13,86% | βœ… AUC >45K | βœ… Sustainable Growth & Discipline
Show Full Bio
12 Copiers
49 Followers

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