Tobias Engstroem Carlsen - etoro Popular Investor

Tobias Engstroem Carlsen @EpicQuality

Desempenho
0% Retorno
Tudo

2026

2025

2024

2023

20.5%0%-20.5%

Retorno YTD 8.96%

Retorno 2A 27%

Pontuação Média de Risco (últimos 7D)

Semanas lucrativas 47.27%

Análises e comentários

Tobias Engstroem Carlsen

Suécia

20h

I have now simplified the portfolio removing $INTU (Intuit Inc) $ELV (Elevance Health Inc) And increased the holding size of $NFLX (Netflix, Inc.) Traduzir

Não constitui aconselhamento de investimento. O autor pode ter interesses financeiros nos instrumentos mencionados.

Tobias Engstroem Carlsen

Suécia

𝗛𝗮𝘀 𝘁𝗵𝗲 𝘀𝘁𝗼𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁 𝗹𝗼𝘀𝘁 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁 𝗶𝗻 𝗲𝗻𝘁𝗲𝗿𝘁𝗮𝗶𝗻𝗺𝗲𝗻𝘁? Entertainment is one of the most profitable industries when done right. Just look at successful YouTube creators: they understand how to capture attention, hook viewers, build loyal audiences and keep people... Mostrar mais Traduzir

Tobias Engstroem Carlsen

Suécia

𝐈𝐬 𝐀𝐝𝐨𝐛𝐞 "𝐜𝐨𝐨𝐤𝐞𝐝"? AI is starting to recreate the very software that made $ADBE (Adobe Systems Inc) a giant. Developers are building open-source alternatives to Photoshop, Illustrator, Premiere Pro, Lightroom and After Effects, reportedly using AI to help develop them faster. If... Mostrar mais Traduzir

Tobias Engstroem Carlsen

Suécia

☠️💲 𝗪𝗵𝘆 𝗮𝗿𝗲 𝗔𝗜 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝘄𝗮𝗿𝗻𝗶𝗻𝗴 𝘂𝘀 𝗮𝗯𝗼𝘂𝘁 𝗔𝗜? 𝗔𝗿𝗲 𝘁𝗵𝗲𝘆 𝘁𝗿𝘆𝗶𝗻𝗴 𝘁𝗼 𝘀𝗹𝗼𝘄 𝗱𝗼𝘄𝗻 𝘁𝗵𝗲 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝗼𝗻? When companies like $GOOGL (Alphabet Inc Class A), $MSFT (Microsoft), $META (Meta Platforms Inc) and OPEN AI warn about the dangers of artificial... Mostrar mais Traduzir

Tobias Engstroem Carlsen

Suécia

☠️𝐀 𝐆𝐑𝐄𝐀𝐓 𝐁𝐔𝐒𝐈𝐍𝐄𝐒𝐒 𝐂𝐀𝐍 𝐒𝐓𝐈𝐋𝐋 𝐇𝐀𝐕𝐄 𝐀 𝐌𝐀𝐍𝐀𝐆𝐄𝐌𝐄𝐍𝐓 𝐏𝐑𝐎𝐁𝐋𝐄𝐌 $FICO (Fair Isaac Corporation) is an excellent company. The moat is enormous, the economics are fantastic, and the long-term business opportunity is something I really like. But there is one thing thay... Mostrar mais Traduzir

Tobias Engstroem Carlsen

Suécia

13d

🚨 𝐎𝐖𝐍 𝐂𝐎𝐌𝐏𝐀𝐍𝐈𝐄𝐒. 𝐃𝐎𝐍’𝐓 𝐎𝐖𝐍 𝐒𝐓𝐎𝐂𝐊𝐒 Around 82% of companies in the $SPX500 roughly 400 out of 500 have historically struggled to create value above their cost of capital. Yet the index keeps going up. Why? Because the winners can become absolutely enormous. AI has accelerated... Mostrar mais Traduzir

Tobias Engstroem Carlsen

Suécia

16d

The original NIFTY 50 🇺🇸 Back in the 1960s/70s, the “Nifty Fifty” were considered the ultimate quality growth companies. Companies like $KO (Coca-Cola), $PEP (PepsiCo), $DIS (Walt Disney), $IBM (International Business Machines Corporation (IBM)), $XRX (Xerox Corp) and $AVON were viewed as businesses... Mostrar mais Traduzir

Tobias Engstroem Carlsen partilhou um post através de @eToroTeam

etoro

20d

🤌 ask ANYTHING. Traduzir

@eToroTeam

etoro

20d

Our next Ask Me Anything is coming up - and this time, the eToro Community Team is in the hot seat. We’re the eToro Community Team you see across the eToro Feed, our active social channels and other community spaces - answering questions, responding to feedback, sharing important updates and connecting... Mostrar mais Traduzir

Tobias Engstroem Carlsen

Suécia

22d

My generation grew up saying: “𝙄𝙩’𝙨 𝙋𝙝𝙤𝙩𝙤𝙨𝙝𝙤𝙥𝙥𝙚𝙙.” The next generation will probably say: “It’s AI.” That may sound trivial, but from an investment perspective, language matters. $ADBE (Adobe Systems Inc) became so dominant that “Photoshop” became part of everyday language even when... Mostrar mais Traduzir

Tobias Engstroem Carlsen

Suécia

23d

The AI CapEx debate is missing one important equation: Incremental ROIC = Incremental NOPAT ÷ Incremental invested capital $AMZN (Amazon.com Inc) now expects ~$220B CapEx $GOOGL (Alphabet Inc Class A) expects ~$195–205B $MSFT (Microsoft) is around ~$175B $META (Meta Platforms Inc) expects ~$130–145B “How... Mostrar mais Traduzir