Pietari Laurila
Pietari Laurila @triangulacapital

Performance
All

-10.93%2026
2026
46.07%2025
2025
22.70%2024
2024
31.77%2023
2023
1.57%2022
2022
37.42%2021
2021
0.34%2020
2020
46.1%0%-46.1%
Pietari Laurila
Pietari Laurila
United Arab Emirates
แดกแด‡แด‡แด‹สŸส แดœแด˜แด…แด€แด›แด‡ 8 แดŠแดœษดแด‡ 2026 Technology stocks have outperformed Consumer Staples and Financials by 67 percentage points over the last year. The last similar occurrence was in Q1 2000, at the height of the internet bubble, which was followed by a long period of poor returns for Technology. https://x.com/JeffWeniger/status/2062649070976426419 This... Show More
Pietari Laurila
Pietari Laurila
United Arab Emirates
แดกแด‡แด‡แด‹สŸส แดœแด˜แด…แด€แด›แด‡ 1 แดŠแดœษดแด‡ 2026 Despite the Strait of Hormuz remaining closed for three months, oil is still trading below $100 a barrel. That is lower than the levels reached following Russia's invasion of Ukraine in 2022, when a major supply disruption was feared but ultimately never materialised, and... Show More
Pietari Laurila
Pietari Laurila
United Arab Emirates
แดกแด‡แด‡แด‹สŸส แดœแด˜แด…แด€แด›แด‡ 25 แดแด€ส 2026 If the war in Iran ends, many of the sectors that have declined over the past three months could reverse course. Health Care, Consumer Staples, Industrials and Financials have all come under pressure due to the war, while Energy and Technology have gained. One sector that... Show More
Pietari Laurila
Pietari Laurila
United Arab Emirates
แดกแด‡แด‡แด‹สŸส แดœแด˜แด…แด€แด›แด‡ 18 แดแด€ส 2026 Geopolitical shocks have become one of the defining features of the 2020s. Wars, pandemics, trade conflicts and political uncertainty can no longer be ignored in the way they often were during the โ€˜end of historyโ€™ era that followed the Cold War. Geopolitical shocks can be... Show More
Pietari Laurila
Pietari Laurila
United Arab Emirates
แดกแด‡แด‡แด‹สŸส แดœแด˜แด…แด€แด›แด‡ 11 แดแด€ส 2026 One interesting aspect of investing publicly on eToro is the role comments play during difficult periods. During drawdowns, comments naturally become more critical. When a portfolio falls, frustration rises and people look for explanations. At times, these comments can be... Show More
Pietari Laurila
Pietari Laurila
United Arab Emirates
แดกแด‡แด‡แด‹สŸส แดœแด˜แด…แด€แด›แด‡ 4 แดแด€ส 2026 AI stocks have been among the best performers globally this year. Micron Technology is up 90%, South Korean equities 70%, Alphabet Inc. 20%. In private markets, OpenAI and Anthropic are raising capital at valuations approaching $850 billion, roughly double where they stood just... Show More
Pietari Laurila
Pietari Laurila
United Arab Emirates
แดกแด‡แด‡แด‹สŸส แดœแด˜แด…แด€แด›แด‡ 27 แด€แด˜ส€ษชสŸ 2026 The portfolio has lagged the index so far in 2026, in what has been a difficult environment for European cyclical stocks exposed to growth sentiment and higher energy prices. Several holdings in the portfolio have declined by 20% or more year to date. At the same time,... Show More
Pietari Laurila
Pietari Laurila
United Arab Emirates
แดกแด‡แด‡แด‹สŸส แดœแด˜แด…แด€แด›แด‡ 20 แด€แด˜ส€ษชสŸ 2026 Many investors have compared the current Middle East crisis with 2022, when markets initially recovered after Russiaโ€™s invasion of Ukraine before falling much further. But there are several important differences this time. First, the energy shock has so far been smaller.... Show More
Pietari Laurila
Pietari Laurila
United Arab Emirates
แดกแด‡แด‡แด‹สŸส แดœแด˜แด…แด€แด›แด‡ 13 แด€แด˜ส€ษชสŸ 2026 Several stocks in the portfolio have declined as a result of the war in Iran, among them the following: 1. Vonovia, a German residential real estate landlord, fell 20%. Higher oil prices have pushed up near-term inflation expectations, leading investors to anticipate tighter... Show More
Pietari Laurila
Pietari Laurila
United Arab Emirates
แดกแด‡แด‡แด‹สŸส แดœแด˜แด…แด€แด›แด‡ 6 แด€แด˜ส€ษชสŸ 2026 A few tentative positive signs about the war in Iran have emerged in the last week: 1. More ships are crossing the Strait of Hormuz than in previous weeks, although absolute numbers remain low. Markets frequently trade on the rate of change - whether things are improving... Show More

About Pietari Laurila
United Arab Emirates
Strategy: Value

Triangulating Value + Macro + Technical Analysis. Cheap stocks with macro tailwinds.
Show Full Bio
23.5K Copiers
5.4M Followers