๐น๐๐จ๐ง๐ญ๐ก๐ฅ๐ฒ ๐๐จ๐ซ๐ญ๐๐จ๐ฅ๐ข๐จ ๐๐ฉ๐๐๐ญ๐ - ๐ฟ๐๐๐๐ข๐๐๐ง ๐ฎ๐ฌ๐ฎ๐ฑ๐น
Dear copiers,
November was yet another solid month, with the portfolio growing by another 2.1%, bringing the YTD performance to 35.63%.
Once again, welcome to all the new copiers, and please make sure you read this so that you know that weโre on the same page: etoro.tw/3XvWfpA
This month, I started a single new position: $CF (CF Industries Holdings Inc), which I believe is a significantly undervalued and misunderstood commodity giant with massive potential.
Weโve also seen some positive macro changes, earnings reports (especially $ANF (Abercrombie & Fitch Company)) and $WBD (Warner Bros Discovery Inc) getting bought by Netflix - which was expected over a year ago when developing the position, likely closing this at a more than 200% profit in a bit over a year since buying and using the proceeds to develop other undervalued positions.
If you have any questions or suggestions, donโt hesitate to let me know!
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โ๏ธ If you would like ๐ฅ๐จ๐ง๐ -๐ญ๐๐ซ๐ฆ exposure to global value investments and dividends, consider copying my portfolio. Read the pinned post for more details.
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๐ ๐๐ญ๐ก๐๐ซ ๐ฉ๐จ๐ฌ๐ญ๐ฌ: ๐ Handbook for Copiers: etoro.tw/3XvWfpA
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๐ ๐๐ญ๐ก๐๐ซ ๐ฅ๐ข๐ง๐ค๐ฌ: YouTube channel: www.youtube.com/channel/UCLqygB-tDDzP8HcNDV0k7ig... Show More
Salut, exista vreo posibilitate de a intra in contact? As vrea sa invat de la tine mai multe despre promovare. Asa cum poti vedea am avut si eu ceva succes anul trecut si fac asta din placere. Multumesc!
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Thu Feb 12 2026 14:17:39 GMT+0000 (Coordinated Universal Time)
