Jakub Rochlitz
Jakub Rochlitz @TheDividendFund

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34.77%2025
2025
25.73%2024
2024
25.82%2023
2023
-2.52%2022
2022
34.8%0%-34.8%
Jakub Rochlitz
📜 𝗪𝗮𝗿𝗿𝗲𝗻 𝗕𝘂𝗳𝗳𝗲𝘁𝘁 𝗦𝘁𝗲𝗽𝘀 𝗗𝗼𝘄𝗻: 𝗧𝗵𝗲 𝗘𝗻𝗱 𝗼𝗳 𝗮𝗻 𝗘𝗿𝗮 𝗮𝘁 $BRK.B (Berkshire Hathaway Inc) It’s official. Warren Buffett will retire as CEO of Berkshire Hathaway at the end of 2025, closing nearly six decades at the helm of one of the biggest companies in the world. “Ruling... 顯示更多 翻譯
Jakub Rochlitz
How much do you think OpenAI has already pledged to spend / invest? 🤖 $NVDA (NVIDIA Corporation) $ORCL (Oracle Corporation) $AMD (Advanced Micro Devices Inc) 翻譯
<100 billion
100.00%
<500 billion
100.00%
>1000 billion
100.00%
Jakub Rochlitz
📊 𝗪𝗲𝗲𝗸𝗹𝘆 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 – 𝟭𝟬. 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟱 Dear investors, It was a volatile week on Wall Street as fears over stretched AI valuations sparked the sharpest tech selloff since April. Our portfolio weathered the storm well, holding steady against broad risk-off... 顯示更多 翻譯
Jakub Rochlitz
We are heading into another busy week. Who are you waiting for? 🚀🗓️ $OKLO (Oklo Inc) $RGTI (Rigetti Computing Inc) $CRWV (CoreWeave Inc) $NBIS (Nebius Group NV) 翻譯
Jakub Rochlitz
已修改
𝗔𝗻𝘆 𝘀𝘁𝗼𝗰𝗸 𝗰𝗮𝗻 𝗹𝗼𝘀𝗲 𝟱𝟬% 𝗶𝗻 𝗮 𝘀𝗶𝗻𝗴𝗹𝗲 𝗱𝗮𝘆 📉 𝗛𝗲𝗿𝗲’𝘀 𝗵𝗼𝘄... Every so often, the market reminds us who’s really in charge. Last week, $FISV (Fiserv Inc) shares fell off a cliff after a disastrous earnings call. The company missed expectations, slashed its outlook, and... 顯示更多 翻譯
Jakub Rochlitz
已修改
𝗧𝗵𝗲 𝗣𝗢𝗪𝗘𝗥 𝗼𝗳 ✨ 𝙨𝙤𝙘𝙞𝙖𝙡 𝙞𝙣𝙫𝙚𝙨𝙩𝙞𝙣𝙜 ✨ I'm super grateful for the opportunity to be a part of the 4th annual Popular Investor Summit! Three days full of great sessions and amazing insights that literally lay out the path to success as a popular investor. I'm very happy... 顯示更多 翻譯
Jakub Rochlitz
𝗪𝗶𝗹𝗹 𝗕𝗮𝗻𝗸𝘀 𝗕𝗿𝗶𝗻𝗴 𝗗𝗼𝘄𝗻 𝗧𝗵𝗲 𝗘𝗰𝗼𝗻𝗼𝗺𝘆? 📉 That’s what Wall Street worried about this morning, after quarterly reports from two regional banks — $ZION (Zions Bancorp NA) and $WAL (Western Alliance Bancorporation) — raised fresh concerns about credit quality across the economy. Both... 顯示更多 翻譯
Jakub Rochlitz
斯洛伐克
已修改
𝗗𝗼𝗻'𝘁 𝗣𝗮𝗻𝗶𝗰, 𝗜𝘁’𝘀 𝗢𝗿𝗴𝗮𝗻𝗶𝗰 🚨🍀 The market finally pulled back — and honestly, it was about time. After weeks of rallies and stretching valuations, all it needed was a spark to trigger a healthy correction. Remember: corrections are a natural part of any strong bull market. The... 顯示更多 翻譯
Jakub Rochlitz
斯洛伐克
🚀 𝗧𝗵𝗲 𝗔𝗜 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝗻𝗼 𝗼𝗻𝗲 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱𝘀 — 𝗮𝗻𝗱 𝘁𝗵𝗮𝘁’𝘀 𝘄𝗵𝘆 𝗶𝘁 𝗺𝗮𝗱𝗲 𝗺𝗲 𝟰𝟬% In April, I said ASML is the hidden winner of the AI revolution. The result? The stock is up 50% since then. Did anything change in the business? Not at all. It's just Wall Street... 顯示更多 翻譯

關於 Jakub Rochlitz
斯洛伐克
策略: 價值策略

Certified investment manager beating the market. Diversified, long-term, quality stocks.
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