Luukas Komu
Luukas Komu @Monstertruck123

Performance
All

4.71%2026
2026
38.11%2025
2025
38.39%2024
2024
14.01%2023
2023
38.4%0%-38.4%
Luukas Komu
Earnings Season is almost here!! In exactly two weeks, META reports after the bell on Jan 28th. After that SOFI on the 30th. And by February 5th, AMD Paypal Google Elf Amazon and Estee Lauder will all report their earnings for Q4 of 2025. I look forward to it, and I see good results coming from... Show More
Luukas Komu
Dear Followers and Copiers, I hope you’ve had a great start to 2026! I’ve quietly been adding to open positions, mainly Adobe $ADBE (Adobe Systems Inc) and Paypal $PYPL. I see great returns for these stocks in 2026 and for the next few years. Adobe is under a lot of pressure and questions about... Show More
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ADBE
Adobe Systems Inc
295.61
-7.97 (-2.62%)
Luukas Komu
Into 2026! 2025 was a great year. The portfolio finished up 38.4%, a great number compared to pretty much anything. I am confident that 2026 will also be a good year. I don’t expect 38%, but strong double digit gains are highly likely. The companies in the portfolio are very well positioned, no matter... Show More
Luukas Komu
US Government Shutdown — Real Progress!! Yesterday, the US senate voted to advance a deal to end the shutdown. This is great news. While the deal doesn’t yet give a guarantee that the shutdown will end (it still has to be debated and passed), it provides the possibility. And markets are reacting accordingly.... Show More
Luukas Komu
Markets falling rapidly - What Now? The stock market has fallen a lot in a short amount of time. Wall Street and retail investors are starting to consider the relatively high valuations of the market. Also, the US government shutdown is starting to significantly affect the actual economy. As I’ve said... Show More
Luukas Komu
Celsius, ELF and Honest A disaster of a day for the portfolio today. Let’s look beneath the surface and see what actually happened with the quarterly results. $CELH (Celsius Holdings Inc.) Revenue +173% Net income -1053% The numbers look crazy, because of acquisitions and a one-off expense. Now... Show More
Luukas Komu
AMD and Shopify Earnings!! Two big positions for the portfolio reported earnings yesterday. Both stocks went down after their reports, but the actual numbers and business are trending up, in a great way. $AMD (Advanced Micro Devices Inc) Revenue +35.6 % Net Income +42.5 % Earnings per share + 40.7% Every... Show More
Luukas Komu
1 Sell and 3 Buys - Doing Some Rotation Sold some of the position in Nike for a loss. While the underlying business is trending up and the future for the company looks bright, I simply just see better opportunities for that money. I remain bullish on $NKE (NIKE) for the long term. I put that money... Show More
Luukas Komu
AMAZON and ESTEE LAUDER Earnings $AMZN (Amazon.com Inc) delivered amazing numbers, as expected. Or, to be fair, even better. Revenue +13.3% Earnings +33,3% AWS growth + 20.2% Great results. Especially AWS growth re-accelerating to over 20% is something that is very bullish. It’s the number Wall Street... Show More
Luukas Komu
META, GOOGLE, ADOBE, CHEESECAKE and FUBO $META (Meta Platforms Inc) came out with earnings. Great numbers. Revenue +26.2% Earnings -82.5% In reality earnings also grew very nicely, and would have been up 20% without a massive one-time tax hit. Also in the future, Meta will have to pay a LOT less tax.... Show More

About Luukas Komu
Finland
Strategy: Growth

Long-term investing. The focus is on good gains with a balanced portfolio.
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5 Copiers
40 Followers