Anthony Dunleavy
Anthony Dunleavy @TonyDun

Performance
All

16.00%2026
2026
33.46%2025
2025
24.09%2024
2024
23.87%2023
2023
33.5%0%-33.5%
Anthony Dunleavy
๐—ข๐˜๐—ต๐—ฒ๐—ฟ ๐—น๐—ฎ๐˜๐—ฒ๐˜€๐˜ ๐—ฒ๐—ฎ๐—ฟ๐—ป๐—ถ๐—ป๐—ด๐˜€ $LLY (Eli Lilly & Co) ๐—ฒ๐—ฎ๐—ฟ๐—ป๐—ถ๐—ป๐—ด๐˜€ One of the stocks that has proven to be a real winner since I invested in it in September 2023 is $LLY . Yesterday they released another excellent set of results. โœ… Revenue was up 48% YoY to $22.97bn โœ… Adjusted EPS came... Show More
Anthony Dunleavy
Anthony Dunleavy
closed a $AVGO buy position
Spain
I just closed the trade at a profit of 205.50%
Not investment advice. The author may have financial interests in the mentioned instruments.
AVGO
Broadcom Inc
205.50%
Trade Story
Anthony Dunleavy
๐—ฆ๐—ฝ๐—ผ๐˜๐—ถ๐—ณ๐˜† ๐—ค๐Ÿฎ ๐—˜๐—ฎ๐—ฟ๐—ป๐—ถ๐—ป๐—ด๐˜€ $SPOT (Spotify Technologies SA) released its Q2 earnings today and didn't quite hit expectations, with the stock initially down, but now up 0.18%. โœ… They reached a milestone of 300m subscribers, adding 7m premium subscribers in the last quarter, with increases... Show More
Anthony Dunleavy
๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐˜‚๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ ๐—ฎ๐—ป๐—ฑ ๐—ฑ๐—ถ๐˜ƒ๐—ถ๐—ฑ๐—ฒ๐—ป๐—ฑ ๐—ฏ๐—ฟ๐—ฒ๐—ฎ๐—ธ๐—ฑ๐—ผ๐˜„๐—ป ๐—ณ๐—ผ๐—ฟ ๐‰๐ฎ๐ฅ๐ฒ: $KO (Coca-Cola) yield 2.42%, annual payout per share $2.12, Annualised growth last 5 years 4.61%. $GSK.L (GlaxoSmithKline) yield 3.52%, annual payout per share 70p. Annualised growth last 5 years -7.42%. . PSN.L... Show More
Anthony Dunleavy
๐—”๐—บ๐—ฎ๐˜‡๐—ผ๐—ป ๐—˜๐—ฎ๐—ฟ๐—ป๐—ถ๐—ป๐—ด๐˜€ $AMZN (Amazon.com Inc) posted its earnings yesterday and wow was it a good one!! โœ… EPS $5.75 crushed estimates of $1.81, although the figure did include a large one time gain from its investment in Anthropic. Net sales were up 20% to $200.61bn. ๐Ÿค‘ โœ… AWS revenue surged... Show More
Anthony Dunleavy
๐—Ÿ๐—ฎ๐˜๐—ฒ๐˜€๐˜ ๐—˜๐—ฎ๐—ฟ๐—ป๐—ถ๐—ป๐—ด๐˜€ ๐—”๐—ฐ๐—ฟ๐—ผ๐˜€๐˜€ ๐˜๐—ต๐—ฒ ๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—›๐—ผ๐—น๐—ฑ๐—ถ๐—ป๐—ด๐˜€ ๐—ฎ๐˜€ ๐— ๐—ถ๐—ฐ๐—ฟ๐—ผ๐˜€๐—ผ๐—ณ๐˜ ๐—ฎ๐—ป๐—ฑ ๐—ฆ๐—ฎ๐—บ๐˜€๐˜‚๐—ป๐—ด ๐˜€๐—บ๐—ฎ๐˜€๐—ต ๐—ฒ๐—ฎ๐—ฟ๐—ป๐—ถ๐—ป๐—ด๐˜€!! Another day and another set of earnings to reflect upon. Both $SMSN.L (Samsung Electronics Co Ltd - GDR) and $MSFT (Microsoft) smashed earnings.... Show More
Anthony Dunleavy
๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ July is a time when many companies release their latest earnings, with stock prices reflecting how well, or not they have done over the last quarter. Tech ๐Ÿค– seems to be suffering a downturn with investors continuing to have concerns about how quickly the large hyperscalers... Show More
Anthony Dunleavy
๐—”๐—น๐—ฝ๐—ต๐—ฎ๐—ฏ๐—ฒ๐˜ ๐—ค๐Ÿฎ ๐—˜๐—ฎ๐—ฟ๐—ป๐—ถ๐—ป๐—ด๐˜€ Yesterday $GOOG (Alphabet) issued its Q2 earnings and the market reacted badly with the stock initially down nearly 8%, but it has now recovered and is down 6.28%. ๐Ÿ“‰ This is despite $GOOG growing revenue by 24% to $119.8bn and cloud services growth of 82% to... Show More
Anthony Dunleavy
๐€๐’๐Œ๐‹ $ASML (ASML Holding NV) are a Dutch company, that is the ๐™ฌ๐™ค๐™ง๐™ก๐™™'๐™จ ๐™ก๐™–๐™ง๐™œ๐™š๐™จ๐™ฉ ๐™ฅ๐™ง๐™ค๐™™๐™ช๐™˜๐™š๐™ง of lithography machines. They are the only producer of Extreme Ultraviolet (EUV) lithography systems, used to etch tiny circuit patterns onto silcon wafers. I'm not going to pretend... Show More
Anthony Dunleavy
Anthony Dunleavy
Bought $ASML @1783.44
Spain
I've just opened a position using 1.32% of my equity. I've been looking at $ASML (ASML Holding NV) for a while now. Later today I will write a post explaining why I have decided to add the stock to the portfolio.
Not investment advice. The author may have financial interests in the mentioned instruments.
ASML
ASML Holding NV
1778.58
37.59 (2.16%)

About Anthony Dunleavy
Spain
Strategy: Multi-Strategy

Long-term investor focused on risk-controlled growth and capital preservation.CISI Level 3
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