#Dollartree

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Алексей Марков

2.10.2023

Логово Шрека, фабрика настолок, убытки Fortnite и успокоение россиян

📈 После унылой недели индекс Мосбиржи неплохо так отскочил (+3%), примерно как биткоин. А Американский S&P упал на 1%. Портфель краудлендинга и займов за сентябрь принёс 232 тысячи рублей на 11 млн 630 тыс капитала. Хулежебока и ЗЛО стояли на месте, а вот БУХЛО выросло на 3%. Из Хулиакций отлично вырос Сбер (+4%) , неплохо показали себя Лукойл,…

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Алексей Марков

28.08.2023

Ожирение прибыльно, Джордан бьёт по Трюдо, микрочипы пропиты

📈 И опять у нас индекс ММВБ (+1.5%) обогнал амеров (+1%) . На фоне небольшого укрепления рубля разница неплохая. Сильнее всего выросло ЗЛО (+3%) , а хуже всего сработали акции. Вырос Лукойл (+5%) , Татнефть (+2%) , и по 2% попадали Тинькофф, МТС и Форсагро. У Хулежебоки подросли на 4% оба металла, ну и Яндекс дал +2%. Все ОФЗ немного припали, что…

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