Damien Albin Douarre
Damien Albin Douarre @Lyssky

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4.73%2026
2026
8.21%2025
2025
15.94%2024
2024
30.40%2023
2023
-15.98%2022
2022
-4.35%2021
2021
30.4%0%-30.4%
Damien Albin Douarre
🔔 𝐄𝐚𝐫𝐧𝐢𝐧𝐠 𝐜𝐚𝐥𝐥 – $PNDORA.CO (Pandora A/S) Pandora’s Q1 results, released today, were met with a positive initial reaction from the market, with the stock opening with +12.5%. The response reflects investors’ relief rather than enthusiasm: the quarter was not strong, but it was better than... 显示更多 翻译
Damien Albin Douarre
𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 📈 Some cleanup this week and sharp optimization, we go alpha-hunting while preserving the dividend income: 🔴 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗰𝗹𝗼𝘀𝗲𝗱: $TROW (T Rowe Price Group Inc) @ $100.57 (+1.75%) 🔴 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗰𝗹𝗼𝘀𝗲𝗱: $JNJ (Johnson & Johnson) @ $229.16 (+45.95%) 🔴... 显示更多 翻译
Damien Albin Douarre
𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 📈 Thank God it’s Friday, here’s the weekly recap of the portfolio’s adjustments. This week we welcome $VITL (Vital Farms Inc) as we’re growing away from hype and over-heated tech. I also slightly reinforced $RMS.PA (Hermes International) as it dropped a little : 🟢... 显示更多 翻译
Damien Albin Douarre
𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 📈 As every Friday, we review portfolio adjustments. This week, the spotlight is on a reinforced position in $RMS.PA (Hermes International) which I opened using part of the capital from last week’s sale of $CROX (Crocs Inc): 🟢 𝗡𝗲𝘄 𝗯𝘂𝘆 : $RMS.PA 0.50% of the portfolio’s... 显示更多 翻译
Damien Albin Douarre
🔔 𝐄𝐚𝐫𝐧𝐢𝐧𝐠 𝐜𝐚𝐥𝐥 – Hermès International The market punished the stock right at the open following the Q1 release. A familiar reaction… but not necessarily a rational one. Let’s look at the facts. Revenue is up +5.6% at constant exchange rates. On a reported basis, it’s down -1.4%. That gap... 显示更多 翻译
Damien Albin Douarre
🔔 𝐄𝐚𝐫𝐧𝐢𝐧𝐠 𝐜𝐚𝐥𝐥 - $𝐉𝐍𝐉 Q1 2026 earnings season kicks off for our portfolio with Johnson & Johnson, and it’s a solid start. Results came in slightly above expectations, though without any major surprises. Revenue grew 9.9% year-over-year to $24.1B (vs. $23.63B expected), while adjusted... 显示更多 翻译
Damien Albin Douarre
𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 📈 This week was more quiet than last weeks, with only one reinforcement ahead of the pump in $RMS.PA (Hermes International) and the full exit from $CROX (Crocs Inc): 🟢 𝗡𝗲𝘄 𝗯𝘂𝘆 : $RMS.PA 0.25% of the portfolio’s equity @ €1685.00 🔴 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗰𝗹𝗼𝘀𝗲𝗱... 显示更多 翻译
Damien Albin Douarre
𝐓𝐨𝐝𝐚𝐲 𝐢𝐬 𝐏𝐚𝐲 𝐃𝐚𝐲 💸 Honestly, I could say this eight times a month on average, and the only reason I can is because I don’t rely solely on my salary. Take $MRK (Merck & Co.), for example. It’s paying today a $0.85 dividend per share, which translates into a 2.76% annualized yield at current... 显示更多 翻译
Damien Albin Douarre
𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 📈 Same as last week, we keep reinforcing in the fear: • 𝗡𝗲𝘄 𝗯𝘂𝘆 : $RMS.PA (Hermes International) 0.25% of the portfolio’s equity @ €1614.00 • 𝗡𝗲𝘄 𝗯𝘂𝘆 : $MC.PA (LVMH Moet Hennessy Louis Vuitton SA) 0.25% of the portfolio’s equity @ €459 • 𝗡𝗲𝘄 𝗯𝘂𝘆 : $BTC... 显示更多 翻译
Damien Albin Douarre
𝐐𝐮𝐚𝐫𝐭𝐞𝐫𝐥𝐲 𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐑𝐞𝐯𝐢𝐞𝐰 – 𝐐𝟏 𝟐𝟎𝟐𝟔 Dear followers and copiers, It is time for our first full quarterly performance review, and I must admit I am happy with what we have achieved, especially given the very complex environment we’ve been navigating. The early exit... 显示更多 翻译

关于 Damien Albin Douarre
法国
策略: 多重策略

Long-term value & dividend strategy, boosted by crypto performance
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