Lubomir Kramar
Lubomir Kramar @onk342

Resultat
Alla

10.17%2026
2026
52.68%2025
2025
25.07%2024
2024
11.71%2023
2023
52.7%0%-52.7%
Diskussioner
Lubomir Kramar
Polen
3 d
𝐃𝐞𝐚𝐫 𝐜𝐨𝐩𝐢𝐞𝐫𝐬 𝐚𝐧𝐝 𝐟𝐨𝐥𝐥𝐨𝐰𝐞𝐫𝐬, February has proved to be a very chaotic and violently volatile month for the market. Our portfolio had a minor pullback of (-0.08%), while our $SPX500 benchmark returned (-0.45%). Even though there’s a lot to discuss, the eruption of war in Iran... Visa mer Översätt
Lubomir Kramar
Lubomir Kramar delade ett inlägg via Lubomir Kramar
Polen
24 d
Redigerad
$INPST.NV (InPost SA) Update: The buyout news was confirmed today by the CEO of InPost. A consortium of several private equity firms and $FDX (FedEx Corporation) has reached an agreement to acquire all shares at €15.6 per share. Even though my average entry price is significantly lower than that (meaning... Visa mer Översätt
Lubomir Kramar
Polen
2 mån
Redigerad
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... Visa mer Översätt
Lubomir Kramar
Polen
1 m
𝐉𝐚𝐧𝐮𝐚𝐫𝐲 𝐮𝐩𝐝𝐚𝐭𝐞 Dear copiers and followers, January has been a strong month, returning over +12% as of yesterday’s session close. While there has been plenty of volatility throughout the month, my core market views remain unchanged. Heading into 2026, I’m going to double down on companies... Visa mer Översätt
Lubomir Kramar
Polen
2 mån
Redigerad
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... Visa mer Översätt
Lubomir Kramar
Polen
2 mån
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... Visa mer Översätt
Lubomir Kramar
Polen
2 mån
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)... Visa mer Översätt
Lubomir Kramar
Polen
3 mån
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... Visa mer Översätt
Lubomir Kramar
Polen
4 mån
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... Visa mer Översätt
Lubomir Kramar
Polen
5 mån
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,... Visa mer Översätt
Lubomir Kramar
Polen
6 mån
Redigerad
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... Visa mer Översätt

Om Lubomir Kramar
Polen
Strategi: Värde

Longterm value investing based on fundamental analysis 🇵🇱
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