Value Investor beating the S&P 500 | +22% annually over a decade! Helping normal people beat the S&P 500 and avoid the risk! Focused on compounding not chasing!
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Joined December 2017
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Back To Top #100 Rising Authors On Substack Finance💯
Full Results Breakdown: (+29%/pick)
Every time this happens I feel humbled and grateful, as it just a reflection of your support!
And in return Im giving all the results and names of my picks in 2026..
This is the reason why I think its the best value on the substack (€90/year), only thing that matters: RESULTS
1st article of 2026: $EVO.ST
Stock price on day of the post was around 618.00 SEK, it is currently up +28.15%.
2nd article: $MSFT called that I bought at $392 and I would go all in around $350..
Microsoft lowest point in the year was $349 and its currently up it +54.73%.
3rd article: $V, $MA, $ABNB, $BKNG
$V is up +37%, $MA is up 31%, $ABNB is up 51%, and $BKNG is down -3,6%..
I need to mention that once booking holdings were up +25% I sold and called for sell..
4th article: $CROX stock is up +101.07%..
5th article: $AMZN the stock is down -0.7% since, but I was adding lower 199-220 range and sold for +25%
6th article: $MA made a big bet on this one which ended up my biggest $ amount gain, the stock is up around +40% since..
7th article: $MU, $TSLA, $SPCX, $INTC short..
+20% on the trade, obviously could win much more if I kept it..
8th article: $BABA opened below 100$ sold for +30% profit, stock went back down
9th article: $TME the stock is up +1% since.. I sold for a small loss..
10th article: $ELV the stock is up +13% since..
11th article: $NFLX the stock is down -8%, I sold half around $90 and other half for an 8% loss..
14th article: $META buy after court settlement and sell after +40-50% run..
and that is it for this year.. Articles 12 and 13 are still in development and I dont want to take value from people who paid the subscription..
Some other highlights;
Criticized Buffett for buying $GOOG at $357, that is down around -20% since..
Warned people not to buy $MU, $INTC above $1000 and above $50..
The price of the monthly and yearly subscription is going to increase on 1.1.2027.
Monthly will be 30€, and yearly 120€.. (You can subscribe today for a year for only 90€)
Link in the BIO 👆
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if Jensen Huang wont be official CEO of $NVDA, but still owns 4% of total shares while his friends and family own shares as well..
He is going do do his best to help company grow..
Also the new CEO is going to be somebody good..
If people managed to replace Jobs, Gates and Bezos..
they can replace Huang..
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Good morning!
Are we ready for $NVDA situation resolution today? 🤔
Better have some cash rdy..
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🚨BREAKING: $NVDA
Nvidia board meeting in an hour to decide if they will fire Jensen Huang..
We are looking for a -20% potentially..😱
Was kebab the only thing Jensen Huang was eating in Berlin? 👀
CEO of $NVDA, Jensen Huang, was found eating kebab in Berlin yesterday..
He also signed the wall of the kebab place!
If you are wondering why $NVDA is up +5%..
This post is the reason.. 👇
$NVDA is down around -30% from all-time high.. 📉
Questions you need to ask to determine if Nvidia is a buy now:
- Was the Nvidia overvalued before the drop? (No) ✅️
- Was the drop caused by fundamentals declining? (No) ✅️
- Did the risk increase? (Maybe) ⚠️
- Are we getting the same product (which was not expensive) for better price? (Yes) ✅️
Conclusion: $NVDA is a Buy, but not a generational opportunity.. ✅️
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$NVDA is down around -30% from all-time high.. 📉
Questions you need to ask to determine if Nvidia is a buy now:
- Was the Nvidia overvalued before the drop? (No) ✅️
- Was the drop caused by fundamentals declining? (No) ✅️
- Did the risk increase? (Maybe) ⚠️
- Are we getting the same product (which was not expensive) for better price? (Yes) ✅️
Conclusion: $NVDA is a Buy, but not a generational opportunity.. ✅️
Chris Davies - Davies Advisors fund who is director of Berkshire Hathaway just published its portfolio update!!
His biggest add was $APP which he increased the position by 361%...
He also added: $AMZN, $META,
$COF, $DVN, $TCOM, $UNH
New positions are: $ZTS, $EXE, $PPC, $AHR, $WY, $TECK
The biggest reductions are: $GOOG, $TXN, $DGX
