Lubomir Kramar
Lubomir Kramar @onk342

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48.51%2025
2025
25.07%2024
2024
11.71%2023
2023
48.5%0%-48.5%
討論
Lubomir Kramar
波蘭
16 天
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... 顯示更多 翻譯
Lubomir Kramar
波蘭
2 個月
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,... 顯示更多 翻譯
Lubomir Kramar
波蘭
3 個月
已修改
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... 顯示更多 翻譯
Lubomir Kramar
波蘭
3 個月
已修改
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... 顯示更多 翻譯
Lubomir Kramar
波蘭
5 個月
$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... 顯示更多 翻譯
Lubomir Kramar
波蘭
3 個月
已修改
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... 顯示更多 翻譯
Lubomir Kramar
波蘭
4 個月
已修改
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... 顯示更多 翻譯
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NOVO-B.CO
Novo Nordisk B A/S
321.66
7.40 (2.36%)
Lubomir Kramar
波蘭
4 個月
已修改
Apart from the new 15% tariff rate (which may or may not hold), this 'deal' brings nothing new or specific. The EU energy pivot has been leaning hardly towards the US since 2022. Since Europe isn't going back to the Russian gas station there are not that many strategically pallatable alternatives... 顯示更多 翻譯
Lubomir Kramar
波蘭
4 個月
已修改
Absolutely insane cloud growth numbers. $GOOGL (Alphabet Inc Class A) $SPX500 $NSDQ100 翻譯
Lubomir Kramar
波蘭
4 個月
已修改
I look at stocks financials and earnings calls every day. Reviewing $HO.PA (Thales Group) (which I see as a predominantly defense company) 2025 H1 results I can’t shake off a feeling that has been growing in me for a couple of months: space will be the next super narrative. We still have time to... 顯示更多 翻譯
Lubomir Kramar
波蘭
4 個月
$AM.PA (Dassault Aviation SA) 2025 H1 earnings call: 57% growth in order intake 12% growth of backlog (8 times of the annual revenue already!) 12% growth of sales €9.5B in cash (13% growth) €1.5B in free cash flow Guidance for 2025: Increased net sales, in the range of EUR 6.5 Bn One of the few... 顯示更多 翻譯

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波蘭
策略: 價值策略

Longterm value investing based on fundamental analysis 🇵🇱
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