#Kraftheinz

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Алексей Марков

25.09.2023

Маск лезет в мозг, амеры едят сыр с пакетом, Стейтем уже не тот

📈 Всё кроме биткоина упало: и Мосбиржа, и S&P500 повалились на 3%. Из наших акций хуже всего выступили НКНХ (-7%), Фосагро, Сегежа ТКС и Яндекс (-6%). Я даже на фоне такого падения докинул немного денег в портфели, хотя и не собирался. Ну что ж, дальше упадёт — ещё придётся докинуть. Понятное дело, что Хулежебока (-2%) сработал гораздо лучше

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Алексей Марков

20.02.2023

Новости финансов: YouTube на тракторе, Amazon в офисе, Hasbro грабит MTG, парк имени Super Mario

Сюзан, где деньги, Сюзан?!

📈 Рынки за неделю не показали ничего особенного, инвесторов всё ещё пугает риторика ФЕДи. Но вот у производителя тракторов John Deere оказался лучший день за два года. Хотя там есть слухи об антимонопольном расследовании — выяснилось, что маржа у запчастей и сервиса у компании просто космическая. То есть изначально трактор стоит как в Гомеле, но…

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