Konstantinos Kousouris
Konstantinos Kousouris @Le_kousou

Результаты
Все

17.56%2026
2026
31.20%2025
2025
33.38%2024
2024
25.15%2023
2023
-19.74%2022
2022
-8.52%2021
2021
33.4%0%-33.4%
Konstantinos Kousouris
Konstantinos Kousouris
Великобритания
📉 The S&P 500 just did something it hadn't done in 11 years. It fell in July. -0.79% for the index. +9.7% for our portfolio. Roughly 10 points of separation in a single month. So let me be honest about why, because one good month on its own proves nothing. 🔄 July was a rotation month. Money... Показать подробности Перевод
Konstantinos Kousouris
Konstantinos Kousouris
Купил $FVRR @9.4962
Великобритания
I've just opened a position using 1.27% of my equity. Перевод
Не является инвестиционной рекомендацией. Автор может иметь финансовую заинтересованность в упомянутых инструментах.
FVRR
Fiverr International
8.75
-0.3400 (-3.74%)
Konstantinos Kousouris
Konstantinos Kousouris
Великобритания
🔴 Fiverr just fell nearly 20% in a day. We own it. Here's why I'm not flinching. 📉 The Q2 print was ugly. No spin: Revenue $97.8M, down 10% YoY. Active buyers down 20.6% to 2.7M. Full-year guidance cut to $356M to $372M. The market read one word in that report. AI. 📊 But look under the... Показать подробности Перевод
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FVRR
Fiverr International
8.75
-0.3400 (-3.74%)
Konstantinos Kousouris
Konstantinos Kousouris
закрыл позицию на продажу $INTC.RTH
Великобритания
🎯 I just closed my Intel short at +10.71%. When I opened it, the pushback was loud. Chips are hot. AI is everywhere. Shorting $INTC (Intel) felt like betting against the future. A few copiers even dropped me over it. But price and story are not the same thing. At that valuation, Intel simply didn't... Показать подробности Перевод
53.77%
История сделки
Konstantinos Kousouris
Konstantinos Kousouris
Великобритания
🏆 LK Index Score of $PYPL (PayPal Holdings) Before you read this: the LK Index is my 11 pillar framework for scoring a company, covering its moat, management, profitability, balance sheet, growth, valuation, industry, insider ownership, cost of capital and analyst sentiment. It answers two separate... Показать подробности Перевод
Konstantinos Kousouris
Konstantinos Kousouris
Великобритания
Portfolio update! ✅ July was a strong month for us. The portfolio is up 7.44% so far, and it wasn't luck. It was the theses playing out, one by one. Let's look at what actually happened in our core positions. 📊 WHAT DROVE IT $FRSH (Freshworks Inc) +31%. The market finally noticed what the... Показать подробности Перевод
Great update! Thanks
100.00%
I need more details (comment)
100.00%
Konstantinos Kousouris
Konstantinos Kousouris
Великобритания
Netflix grew revenue 13% and the stock dropped 10% in a single day. Read that again. 🔻 WHAT HAPPENED TODAY Netflix reported Q2 2026 results. Revenue came in at $12.6B, up 13% YoY. Operating margin hit 33.4%. EPS grew 11%. Ad revenue is on track to double to roughly $3B this year. The "crime"?... Показать подробности Перевод
Konstantinos Kousouris
Konstantinos Kousouris
Великобритания
The company that was built to kill PayPal just offered to buy it. In 2010, the Collison brothers founded Stripe because PayPal was too slow and too bloated. Sixteen years later, Stripe and Advent International have reportedly offered $53 billion to take PayPal private. $PYPL (PayPal Holdings) jumped... Показать подробности Перевод
Konstantinos Kousouris
Konstantinos Kousouris поделился(-ась) публикацией через Peter Guenther
Великобритания
A 70% return tells you almost nothing on its own. 📊 Look at this chart. Two investors can post the exact same number and be nothing alike. The real question isn't "how much did they make?" It's "how much risk did they take to make it?" ⚖️ Return is the price. Risk is what... Показать подробности Перевод
Peter Guenther
Peter Guenther
Великобритания
Community: A higher return with less risk is preferred. The chart update shows the risk/return profiles of the top-50 most copied Popular Investors (PIs). Portfolios at or close to the diagonal offer a fair deal. Portfolios above the diagonal are 'beating the odds' as they generate a higher return... Показать подробности Перевод
Konstantinos Kousouris
Konstantinos Kousouris поделился(-ась) публикацией через Peter Guenther
Великобритания
Great Visualization of risk and return. A 30% return could be amazing or really bad, depending on how risky the investment is ! Перевод
Peter Guenther
Peter Guenther
Великобритания
Community: A higher return with less risk is preferred. The chart update shows the risk/return profiles of the top-50 most copied Popular Investors (PIs). Portfolios at or close to the diagonal offer a fair deal. Portfolios above the diagonal are 'beating the odds' as they generate a higher return... Показать подробности Перевод

Сведения Konstantinos Kousouris
Великобритания
Стратегия: Стоимость

Forbes 30 Under 30 Ceo of Blinko AI Value based investor. Βeating SPX500
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