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Highs & Lows Newsletter's avatar
$1.6m follower assets
Top Losers Today @ 10am
Top Losers Today @ 10am: $BGNE, $COIN, $U, $GRAB, $BSY, $TOST, $DOCS, $AMC, $ONON, $AFRM, $EVO, $NVAX, $WEN, $VCSA, $JXN, $BRZE, $UPST, $KRNT, $SI
Visit highsandlows.substack.com to see more
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Leon's avatar
$961k follower assets
$EVO Q1
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▫️Revenue +38.6%
*Live +44%
*RNG +1.8%
▫️EBITDA +43.4%
▫️EBITDA-Margin of 70.3% (vs. 67.9)
▫️EPS +48.9%
▫️share of regulated markets 40%
▫️Launch of Lightning Roulette in New Jersey
▫️the war has limited direct financial impact on the business
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post mediapost media
Leon's avatar
$961k follower assets
Portfolio end of February 202
stocks
$EPSIL $YSN $EVO $M8G $AMZN $ST5 $KSPI $GOOG $MBR $TRMR $LEAT $APPS $META $U $IDT $BKNG $MYNA $KAMBI $INPST $SPACE.AT $TCEHY $NVDA $SEYE $BABA $SE

New
$IDT $SPACE.AT

Sold
$HHR $ENTER

crypto
$ETH $BTC $LTC $ENJIN $YGG $ADA $IOTA $DOT

+wikifolio „Zukunftsbranchen“
Leon's avatar
$961k follower assets
Portfolio end of January '21 (descending order)
$DOT - Twitter Search
19h ago @Polkadot tweeted: "To watch the full video: https://t.co/kn.." - read what others are saying and join the conversation.
twitter.com
Leon's avatar
$961k follower assets
Most anticipated earnings
I‘m most excited about following earnings:

$YSN $ST5 $M8G $EVO $KAMBI $KSPI $ESPSIL $ENTER $INPST $LEAT $HHR $APPS
$APPS is a good one, I'm surprised it didn't hold up better after the announcement with Google.
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Leon's avatar
$961k follower assets
Portfolio End of November '21
(descending order)

stocks
$YSN.DE $EPSIL.AT $EVO $KSPI $META $AMZN $ST5.DE $U $ENTER $GOOG $INPST $M8G $MYNA $NUMND $APM.DE $TRMR $KAMBI $BKNG $LVC $NTNX $SEYE $MBR $TCEHY $NVDA $BABA $SE

New: $MBR
Sold: $GRVY $BICO $NGMS $FAA

crypto
$ETH $BTC $LTC $YGG $ENJIN $ADA $IOTA $DOT

+ wikifolio (ISIN: DE000LS9L8H9)
Love the $ETH exposure. Need to research YSN and EPSI. I'll be interested to see if regulation impacts META or AMZN at all this coming year.
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radzimirson's avatar
$1.5m follower assets
Hello Commonstock! (sharing my work with you)
My name is Radek, I am 24, living in Warsaw, very excited about emerging technologies. Nice to meet you all :)
I hope for wondeful journey there with you - amazing investment community! Feel free to reach me by DM here or on Twitter as well.

In about two weeks I am going to publish more details from my investing journey on radzimirson.substack.com (my portfolio birthday is coming and have to sum some things up).

In the meantime, I cordially invite you to read my previous write-ups about some of my core investments - $SE $ASML $ADBE $VEEV and $EVO :

1) Sea Limited

2) ASML Holding

3) Adobe

4) Veeva Systems

5) Evolution

Wish you all great returns, thank you for any feedback and see you around :)
Evolution (EVO)
Evolution (EVO)
Hi! Investing outside US? You probably think of China. But how about Sweden? We all know Spotify. Klarna is one of the hottest upcoming IPOs. Sweden’s fantastic business culture has also allows a com...
radzimirson.substack.com
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