Lubomir Kramar
Lubomir Kramar @onk342

Performance
All

31.52%2026
2026
52.68%2025
2025
25.07%2024
2024
11.71%2023
2023
52.7%0%-52.7%
Discussions
Lubomir Kramar
Lubomir Kramar
Poland
11d
A brief note: $HPE (Hewlett Packard Enterprise Co) is up to +42% in the aftermarket on an earnings beat and raises all across the board. But just a few months ago, when I first looked at it, it traded below 1 P/S and at about ~9–10 normalized P/E (though a pencil in hand and some basic accounting were... Show More
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HPE
Hewlett Packard Enterprise Co
46.50
-0.3000 (-0.64%)
Lubomir Kramar
Lubomir Kramar
Poland
12d
Edited
πƒπžπšπ« 𝐜𝐨𝐩𝐒𝐞𝐫𝐬 𝐚𝐧𝐝 𝐟𝐨π₯π₯𝐨𝐰𝐞𝐫𝐬, I would like to share a brief end-of-May update. The expectation of heightened volatility I outlined in my mid-May post continues to play out. The performance of sectors represented in the portfolio was exceptional, and returns were additionally boosted... Show More
Lubomir Kramar
Poland
18d
Edited
Hey everybody, As both the US and UK markets are closed today due to bank holidays, I would like to share a quick and final update on the InPost position, which initially was meant to be one of the core European holdings in the portfolio. Roughly a month ago, I decided to close out all of my $INPST... Show More
Lubomir Kramar
Lubomir Kramar
Poland
5mo
Edited
πƒπžπšπ« 𝐜𝐨𝐩𝐒𝐞𝐫𝐬 𝐚𝐧𝐝 𝐟𝐨π₯π₯𝐨𝐰𝐞𝐫𝐬, One of our positions – $INPST.NV (InPost SA) – has closed today’s session with +28.47% (or as some would say a β€˜God candle’) following potential buyout news. Including the +10% of yesterday’s session , the position is about 42% higher than it was just... Show More
Lubomir Kramar
Lubomir Kramar
Poland
22d
Edited
𝐏𝐨𝐫𝐭𝐟𝐨π₯𝐒𝐨 π”π©ππšπ­πž πƒπžπšπ« 𝐜𝐨𝐩𝐒𝐞𝐫𝐬 𝐚𝐧𝐝 𝐟𝐨π₯π₯𝐨𝐰𝐞𝐫𝐬, So far, May has delivered strong results for our portfolio (+9.18%), extending the impressive market rally we have witnessed since the beginning of April. Looking ahead, I expect further volatility. The status of the... Show More
Lubomir Kramar
Lubomir Kramar
closed a $ASML.NV buy position
Poland
1mo
Edited
I just closed the trade at a profit of 82.92%. The trimming of my $ASML (ASML Holding NV) position is more about portfolio management than the stock itself. Overall, the company has a strong runway ahead, with a large backlog to fuel revenue growth. It has become somewhat expensive in recent months,... Show More
ASML.NV
ASML Holding NV
8.29%
Trade Story
Lubomir Kramar
Lubomir Kramar
Poland
1mo
Edited
𝐀𝐩𝐫𝐒π₯ 𝐏𝐨𝐫𝐭𝐟𝐨π₯𝐒𝐨 π”π©ππšπ­πž Dear followers and copiers, April added its share to the characteristic 2026 volatility, delivering a strong rebound from March lows on news of active warfare cessation against Iran. The portfolio returned +14% in April. At the moment, several things stand... Show More
Lubomir Kramar
Lubomir Kramar
closed a $HO.PA buy position
Poland
2mo
I'm closing my $HO.PA (Thales Group) position with over 100% profit. I've invested in Thales several times over the recent years, and I still remain positive about the company's runway in the years to come. However, as my account has grown, Thales became my smallest position. It was also... Show More
HO.PA
Thales Group
15.57%
Trade Story
Lubomir Kramar
Lubomir Kramar
Poland
2mo
Dear copiers and followers, March was a very tumultuous month. The vast majority of stocks took a beating, but unlike many previous corrections in recent years there was no reliable cover to be found in uncertainty hedges like gold/silver, consumer staples or even major defence contractors. The only... Show More
Lubomir Kramar
Lubomir Kramar
Poland
3mo
πƒπžπšπ« 𝐜𝐨𝐩𝐒𝐞𝐫𝐬 𝐚𝐧𝐝 𝐟𝐨π₯π₯𝐨𝐰𝐞𝐫𝐬, February has proved to be a very chaotic and violently volatile month for the market. Our portfolio had a minor pullback of (-0.08%), while our $SPX500 benchmark returned (-0.45%). Even though there’s a lot to discuss, the eruption of war in Iran... Show More
Lubomir Kramar
Poland
4mo
Edited
$INPST.NV (InPost SA) Update: The buyout news was confirmed today by the CEO of InPost. A consortium of several private equity firms and $FDX (FedEx Corporation) has reached an agreement to acquire all shares at €15.6 per share. Even though my average entry price is significantly lower than that (meaning... Show More
Lubomir Kramar
Lubomir Kramar
Poland
5mo
Edited
πƒπžπšπ« 𝐜𝐨𝐩𝐒𝐞𝐫𝐬 𝐚𝐧𝐝 𝐟𝐨π₯π₯𝐨𝐰𝐞𝐫𝐬, One of our positions – $INPST.NV (InPost SA) – has closed today’s session with +28.47% (or as some would say a β€˜God candle’) following potential buyout news. Including the +10% of yesterday’s session , the position is about 42% higher than it was just... Show More

About Lubomir Kramar
Poland
Strategy: Multi-Strategy

Longterm investing based on fundamental analysis πŸ‡΅πŸ‡±
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35.8K Followers

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