Morten Bach - etoro Popular Investor | Chiến lược & Hiệu suất

Morten Bach @MoGeBat

Hiệu suất
0% Lợi nhuận
Tất cả

2026

2025

2024

2023

2022

2021

2020

64.8%0%-64.8%

Lợi nhuận từ đầu năm đến nay 9.23%

Lợi nhuận 2Y 79.2%

Trung bình Điểm rủi ro (7 ngày qua)

Tuần có lãi 53.70%

Thảo luận

Morten Bach

Hàn Quốc

5thg

Over the past few weeks I re-entered a position in $SNOW (Snowflake Inc.) in a bet that they will benefit hugely from being the consolidation layer underneath new AI applications, and further invested in the electrification and build out of grids with a further increase of $PRY.MI (Prysmian Group) Dịch

Đây không phải là lời khuyên đầu tư. Tác giả có thể có lợi ích tài chính đối với các công cụ được đề cập.

Morten Bach

Hàn Quốc

7thg

I have made quite a bit of rotations on the portfolio here at the new year break! I have banked a few wins, and turned up the risk slightly with a few smaller expectedly volatile investments. The new investments are primarily within #Semiconductor and #Energy/#Electricification. #Semiconductor: Added... Xem thêm Dịch

Morten Bach

Hàn Quốc

9thg

A bit of portfolio rotation this week: Sold $WM (Waste Management Inc) with a profit to leave room for more growth, $MDB (MongoDB Inc) as I feel it will struggle with increased volatility over the coming periods, $ASPN (Aspen Aerogels Inc) as growth has significantly decreased which was not in my investment... Xem thêm Dịch

Morten Bach

Hàn Quốc

2 năm

I have made some changes to the portfolio over the past few weeks. First of all I closed the positions in $SE (Sea Ltd-ADR) , $NEE (NextEra Energy Inc) and $RIO (Rio Tinto PLC ADR) , as I find other opportunities more interesting. Therefore I have made the following purchases: $CRWD (Crowdstrike Holdings)... Xem thêm Dịch

Morten Bach

Hàn Quốc

2 năm

$CELH (Celsius Holdings Inc.) moving into Australia and New Zealand. It will be extremely interesting to follow the international expansion of Celsius over the coming years! www.celsiusholdingsinc.com/2024/03/celsius-to-expand-to-australia-and-new-zealand/ Dịch

Đây không phải là lời khuyên đầu tư. Tác giả có thể có lợi ích tài chính đối với các công cụ được đề cập.

CELH

Celsius Holdings Inc.

27.77

4.00 (16.83%)

Morten Bach

Hàn Quốc

3 năm

The investing year 2023 is over. The portfolio increased 7% in December and hence ended the year with a 65% appreciation. Very decent! I am happy with the outcome. In the year I only made a few trades, where I sold $ADBE (Adobe Systems Inc) and $GH (Guardant Health Inc) , while purchasing more $MELI... Xem thêm Dịch

Morten Bach

Hàn Quốc

3 năm

$SEDG (SolarEdge Technologies) Deep Dive! There has been a lot of bad news on the Solar PV industry in the latest weeks after Q3 and Q4 earnings and expectations dropped significantly, leaving the stocks of $SEDG and $ENPH (Enphase Energy Inc.) etc. with 30-40% reductions. I have done quite an effort... Xem thêm Dịch

MoGeBat on SolarEdge ($SEDG)

www.mogebat.com

As one of the leaders in the residential- and commercial solar industry, SolarEdge continues to ride the tailwind of the green energy transition. Will the political agenda continue to create amble opportunities for SolarEdge? Are they innovative enough to keep the competition at bay? The story of the Israeli company is an interesting mix of entrepreneurship and getting lucky on riding a global tailwind. The Political Aspect The green energy transition, shifting from traditional fossil fuel based

Morten Bach

Hàn Quốc

3 năm

I sold 2 and bought 2 stocks yesterday. I sold $GH (Guardant Health Inc) as I am loosing my patience with the financial perspectives of the company, while I haven't lost interest in $ADBE (Adobe Systems Inc) , but really wanted to make space for two other positions, that I have high conviction on. Those... Xem thêm Dịch

Morten Bach

Hàn Quốc

3 năm

$ZS (Zscaler Inc) 23Q3 report. Just nice👇🧵 - Revenue: 419m (yoy 46%) Still strong🟢 - Gross Margin: 77% stable yoy and qoq. OK 🟢 - EBITDA Margin (GAAP): -13% (yoy 19% improvement) Big improvement on S&M. Current reduction trend good🟢 - EPS (non-GAAP): 0,48 (up 0,23 yoy) Highest ever. Great🟢 -... Xem thêm Dịch

Morten Bach

Hàn Quốc

3 năm

$MDB (MongoDB Inc) Q124 report. Back on track! 👇🧵 - Revenue: 368m (yoy +29%) OK, but I hope they can stay between 25-30 for a longer period🟢 - Gross Margin: 74% increased 1% yoy but -1% qoq. OK🟢 - EBITDA Margin: -19% (+8% yoy and +1% qoq ) Best level to date, coming mainly from Sales & Marketing.... Xem thêm Dịch