I agree, the fast flow of information is one of the things that makes this forum great. Additionally, I find copy-pasting the results even more meaningful if the result arrives via email but the release hasn’t reached Inderes or even the company’s own website yet. Otherwise, I usually don’t bother copying the numbers here.
I always intentionally leave out Inderes’ forecasts when I quickly copy the results. Ideally, everyone has their own spreadsheets of expected figures ready or at least roughly knows what numbers to expect. If they don’t, it’s only fair that they have to do a little work to find Inderes’ figures.
Thank you ! Thanks also especially to Lucas, + our Jesper, (who in this video "clicked the headlines" from his own computer). Filmed in our studio in Stockholm: the LED wall behind us is absolutely massive…
On the trip + in the studio this time also @Sara_Antonacci : wonderful travel company! I honestly have to say that we really have the best crew in the world at Inderes! With all my <3 : I Inderes!
Isa
That’s how it works. But it’s a fairly common fallacy that it would be significantly (3x) harder for the price to rise back to its original value just because 224% is roughly three times the figure of 69%. That would lead to stock prices always asymptotically approaching zero, which of course isn’t the case. On average, prices rise. On average, it’s easier to go up than down.
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This list includes those who work in the investment field, but whose job description is not strictly about making investment decisions or analysis. I hope you understand what I mean.
Thanks, here’s the audio version for listening. I thought it was a good discussion. “Eliminate waste from your portfolio, leave only quality” - time to put it into practice!
Not just yet… The government is under intense pressure to secure a landslide victory, not just first place. They’ll pull an ace out of their sleeve yet and become the model student in the Euro cabinets.
You can really tell investors are suffering from early-year depression even on the forum. Harvia is up almost +20% and no one is getting a Harvia logo tattooed on their forehead, eating a sauna hat, or even posting a single sauna heater rocket meme. The vibe is pretty dull these days. Everything used to be better back in the day.
Over in the Lounge, the hard liquor has been flowing for two hours already. Someone also ordered the Hunks to show up ex-tempore. They’re starting soon.
The years 2022–2023 have made investors in the domestic market pessimistic. You don’t dare celebrate even major price surges when there’s a constant feeling that everything will come crashing down again soon. Harvia is the largest holding in my stock portfolio, with a share of over 30%. Neste’s share in my portfolio is (was) 15%. I don’t know what to think about these sharp price reactions in both cases. I thought that the bad news was already priced into Neste. I ended up buying a bit more of both, and I won’t be making any larger moves than that. We’ll see what kind of ride Kempower, the second-largest holding in my portfolio, provides next week. The price reaction will likely be double-digit percentages, either up or down.
Beating the index through trading is not particularly difficult. Here is my trading portfolio’s rolling 12-month return vs. the Helsinki index equivalent:
Funny how the indices are up 9% and all my own picks are just in the red Helsinki’s bourse is really giving its best I’ll definitely be selling off a lot from my ESA (OST) as soon as something finally hits the green.
I’m fast becoming a 100% fund investor; even trading would probably make more money with my beginner skills
This reminds me of a story: a surgeon was walking down the road hand-in-hand with their child. However, the surgeon was not the child’s father. Who was the surgeon?
A bit of a joke in there, of course, but also a statement in support of the view that trading the downside isn’t for everyone. Or rather, hardly anyone