Lubomir Kramar
Lubomir Kramar @onk342

Performanță
Toate

13.18%2026
2026
52.68%2025
2025
25.07%2024
2024
11.71%2023
2023
52.7%0%-52.7%
Discuții
Lubomir Kramar
Polonia
17z
Editat
𝐃𝐞𝐚𝐫 𝐜𝐨𝐩𝐢𝐞𝐫𝐬 𝐚𝐧𝐝 𝐟𝐨𝐥𝐥𝐨𝐰𝐞𝐫𝐬, One of our positions – $INPST.NV (InPost SA) – has closed today’s session with +28.47% (or as some would say a ‘God candle’) following potential buyout news. Including the +10% of yesterday’s session , the position is about 42% higher than it was just... Arată alte Traducere
Lubomir Kramar
Polonia
19z
𝐕𝐞𝐧𝐞𝐳𝐮𝐞𝐥𝐚 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧 – 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐢𝐦𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 Dear investors, Much has already been said about the US extraction operation involving Nicolas Maduro and his wife. For starters, it offers a lot of practical insight into the growing complexity or multimodality of... Arată alte Traducere
Lubomir Kramar
Polonia
1l
𝐃𝐞𝐜𝐞𝐦𝐛𝐞𝐫 𝐮𝐩𝐝𝐚𝐭𝐞 𝐚𝐧𝐝 𝐚 𝐤𝐞𝐲 𝐧𝐚𝐫𝐫𝐚𝐭𝐢𝐯𝐞 𝐠𝐨𝐢𝐧𝐠 𝐢𝐧𝐭𝐨 𝟐𝟎𝟐𝟔 Dear Investors, December has seen a solid recovery in many sectors, so far leading to a +5.77% and a 53.75% YTD performance. My views on my most prevalent portfolio themes (notably defence, US tech, AI)... Arată alte Traducere
Lubomir Kramar
Polonia
2l
𝐍𝐨𝐯𝐞𝐦𝐛𝐞𝐫 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐮𝐩𝐝𝐚𝐭𝐞 November was a tough month. In the last weeks we have witnessed a lot of downside pressure with $NSDQ100 showing as much as 5% of intraday volatility. A lot of blue chips had double-digit corrections, and my portfolio has been hit by some of the fears... Arată alte Traducere
Lubomir Kramar
Polonia
3l
𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝐮𝐩𝐝𝐚𝐭𝐞 Dear Investors, October has been a month of great but also short-lived volatility, resulting in a mostly flat portfolio performance, +0.2–0.3% at the moment of writing. The main factors driving the portfolio’s volatility are iterations of the US-China trade flare-ups and... Arată alte Traducere
Lubomir Kramar
Polonia
4l
𝐒𝐞𝐩𝐭𝐞𝐦𝐛𝐞𝐫 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 Dear copiers and followers, Yesterday’s close saw our portfolio reach 6.84% in September, delivering a fairly satisfying return over the $SPX500 benchmark. As we anticipated in the August update, the market has finally seen the first FED rate cut,... Arată alte Traducere
Lubomir Kramar
Polonia
5l
Editat
𝐀𝐮𝐠𝐮𝐬𝐭 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 I’m no fan of common investing ‘truths’ or knowledge but August 2025 did hold to a stereotype of a somewhat sluggish month with a lot of sideways action and decreased trading volumes across many stocks. As we are about to enter the last quarter of 2025 the... Arată alte Traducere
Lubomir Kramar
Lubomir Kramar a distribuit o postare prin Lubomir Kramar
Polonia
6l
There you have it - $NVO (Novo-Nordisk A/S SPONS ADR) 'expands legal action to protect US customers from unsafe, non-FDA-approved semaglutide', obviously targeting $HIMS (Hims & Hers Health Inc) compounders. www.prnewswire.com/news-releases/novo-nordisk-expands-legal-action-to-protect-us-patients-from-unsafe-non-fda-approved-compounded-semaglutide-302522326.html This... Arată alte Traducere
Lubomir Kramar
Polonia
7l
$HIMS (Hims & Hers Health Inc) – 𝐓𝐡𝐞 𝐠𝐨𝐨𝐝, 𝐭𝐡𝐞 𝐛𝐚𝐝, 𝐭𝐡𝐞 𝐮𝐠𝐥𝐲 I know just enough about the pharmaceutical world to appreciate its complexity and, usually, to stay out. However, occasionally, when a new hotshot like HIMS comes around, I do some digging to see what’s behind triple-digit... Arată alte Traducere
Lubomir Kramar
Polonia
6l
Editat
𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐚𝐧𝐝 𝐦𝐚𝐫𝐤𝐞𝐭 𝐮𝐩𝐝𝐚𝐭𝐞: July has been a very volatile month for my portfolio, ranging from an ATH to an over -6% drawdown. It has also been a month of changes to many positions that I feel are necessary to carry this portfolio forward into 2026-2027. A good starting point... Arată alte Traducere
Lubomir Kramar
Polonia
6l
Editat
I remember how people couldn’t get enough of $NOVO-B.CO (Novo Nordisk B A/S) when the stock was at 1000 DKK. Back then, I was called names simply for pointing out that it’s a steep valuation for any company that relies on patents which have an expiration date. Now that the stock is down 70% there’s... Arată alte Traducere
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NOVO-B.CO
Novo Nordisk B A/S
399.69
4.65 (1.17%)

Despre Lubomir Kramar
Polonia
Strategia: Valoare

Longterm value investing based on fundamental analysis 🇵🇱
Afișează biografia completă Traducere
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