Marcin Jasinski
Marcin Jasinski@MJ_Lux

Performance
All

19.60%2025
2025
-6.48%2024
2024
13.54%2023
2023
-42.45%2022
2022
-8.00%2021
2021
39.91%2020
2020
42.5%0%-42.5%
Top
MJ_Lux
𝙏𝙃𝙀 𝙈𝙊𝙎𝙏 𝙑𝘼𝙇𝙐𝘼𝘽𝙇𝙀 𝙇𝙐𝙓𝙐𝙍𝙔 𝘽𝙍𝘼𝙉𝘿𝙎 𝟮𝟬𝟮𝟱: $PAH3.DE (Porsche Automobil Holding SE) remains the world’s most valuable luxury and premium brand for the eighth consecutive year, with a brand value of USD41.1 billion, according to a new report from Brand Finance, the world's... Show More
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MJ_Lux
Adrian Hallmark - $AML.L (Aston Martin Lagonda Global Holdings PLC) CEO buys 150K worth of stock. It was just released by Aston Martin and it is sending the share price soaring above 6% today.
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AML.L
Aston Martin Lagonda Global Holdings PLC
85.2719
-1.8971 (-2.18%)
MJ_Lux
Although $NSDQ100 (NASDAQ100 Index (Non Expiry)) $SPX500 (SPX500 Index (Non Expiry)) and $DJ30 (DJ30 Index (Non Expiry)) opened very nicely just now, I would advise everyone to be careful. I doubt whether we can continue the rise towards ATH. Have a look at the graph attached. It is taken from an insightful... Show More
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MJ_Lux
$AML.L (Aston Martin Lagonda Global Holdings PLC) accelerating - c.+8% today after the news: 🏎️💨 Aston Martin Lagonda Global Holdings plc announced the successful conclusion of its General Meeting, where independent shareholders approved a significant investment of approximately £52.5 million by... Show More
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MJ_Lux
🟢 $UPWK (Upwork Inc) - our 4th biggest position - c.20% up today! ✅ Upwork, the company that has been in the top 3-5 holdings in our portfolio is sky-rocketing after Q1 earnings announced after the close yesterday. Upwork Inc., the world’s largest work marketplace, connects businesses with independent... Show More
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UPWK
Upwork Inc
14.52
-0.79 (-5.14%)
MJ_Lux
𝙏𝙧𝙪𝙢𝙥 𝙨𝙖𝙮𝙨 𝙝𝙚 𝙙𝙤𝙚𝙨 𝙣𝙤𝙩 𝙠𝙣𝙤𝙬 𝙞𝙛 𝙝𝙚 𝙣𝙚𝙚𝙙𝙨 𝙩𝙤 𝙪𝙥𝙝𝙤𝙡𝙙 𝙩𝙝𝙚 𝙐𝙎 𝙘𝙤𝙣𝙨𝙩𝙞𝙩𝙪𝙩𝙞𝙤𝙣 There was a good piece in FT few hours ago that quoted Trump from his NBC interview aired on Sunday. Re: immigrants, Trump said, among others: “We have thousands of people... Show More
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MJ_Lux
𝙏𝙖𝙧𝙞𝙛𝙛𝙨 = 𝙢𝙤𝙧𝙚 𝙨𝙞𝙜𝙣𝙨 𝙤𝙛 𝙩𝙧𝙤𝙪𝙗𝙡𝙚... Today was yet another eventful day. $MSFT (Microsoft) and $META (Meta Platforms Inc) reported fantastic earnings yesterday - sending $NSDQ100 (NASDAQ100 Index (Non Expiry)) much higher. During the day, the situation was volatile again, but... Show More
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MJ_Lux
Edited
✅ April: +5.13% ✅ YTD: +15.72% ✅ Risk Score: 3 📈 April was yet another great month for the portfolio, despite the market turbulence (or because of it). We are finishing the month with nearly +5.5%, bringing the total YTD performance to +16%. 🚀 The biggest contributor to this performance was $STNE... Show More
MJ_Lux
Trump hits 100-day in his 2nd term as President. The graphs below / attached summarise his reign imho. Let me know your thoughts. $NSDQ100 (NASDAQ100 Index (Non Expiry)) $SPX500 (SPX500 Index (Non Expiry)) $DJ30 (DJ30 Index (Non Expiry)) $USDOLLAR (US Dollar Index (Non Expiry)) $BTC (Bitcoin)
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MJ_Lux
𝙎𝙥𝙖𝙞𝙣, 𝙋𝙤𝙧𝙩𝙪𝙜𝙖𝙡 𝙖𝙣𝙙 𝙤𝙩𝙝𝙚𝙧 𝙘𝙤𝙪𝙣𝙩𝙧𝙞𝙚𝙨 𝙤𝙛𝙛 𝙩𝙝𝙚 𝙜𝙧𝙞𝙙. Yesterday was an unforgettable day in Spain. $ESP35 (ESP35 Index (Non Expiry)) The power went completely off - no access to mobile phone, electricity, internet etc. ATMs also stopped working, bringing the importance... Show More
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About MJ_Lux
Poland
Strategy: Value

Value Investor focused on under-priced assets across geographies. Sometimes Long/Short.
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