InfluAlpha

Value Investing with Sven Carlin, Ph.D.

Investment Portfolio (Last 12 Months)

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Avg position return
−0.5%
Positions
38
Calls
60
In profit
42%

38 positions · 60 calls · entered at the close on the day of the call · marked to 10 Oct 2026 Book rebuilt 09 Oct 2026

Buy Recommendations

Stocks recommended for purchase in the last 12 months

  1. PBR NYSE Petroleo Brasileiro S.A. Petrobras ADS First call 11 Jul 2026 Avg entry $17.32 Last $24.69 Calls 1 Return +42.6%
  2. META NASDAQ Meta Platforms, Inc. - Class A Common Stock First call 19 Jul 2026 Avg entry $612.43 Last $718.67 Calls 2 Return +17.3%
  3. MSFT NASDAQ Microsoft Corporation - Common Stock First call 12 Aug 2026 Avg entry $492.43 Last $535.07 Calls 1 Return +8.7%
  4. ADBE NASDAQ Adobe Inc. - Common Stock First call 13 Jul 2026 Avg entry $230.61 Last $242.27 Calls 1 Return +5.1%
  5. GOOGL NASDAQ Alphabet Inc. - Class A Common Stock First call 11 Jul 2026 Avg entry $341.53 Last $351.66 Calls 5 Return +3.0%
  6. AMZN NASDAQ Amazon.com, Inc. - Common Stock First call 27 Aug 2026 Avg entry $256.26 Last $262.43 Calls 1 Return +2.4%
  7. NFLX NASDAQ Netflix, Inc. - Common Stock First call 21 Jul 2026 Avg entry $68.67 Last $70.30 Calls 3 Return +2.4%
  8. BRK.B NYSE Berkshire Hathaway Inc. New Common Stock First call 10 Sep 2026 Avg entry $507.00 Last $515.44 Calls 1 Return +1.7%
  9. NTR NYSE Nutrien Ltd. Common Shares First call 11 Jul 2026 Avg entry $66.99 Last $67.48 Calls 2 Return +0.7%
  10. BABA NYSE Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share First call 13 Jul 2026 Avg entry $112.35 Last $111.37 Calls 1 Return −0.9%
  11. O NYSE Realty Income Corporation Common Stock First call 29 Sep 2026 Avg entry $55.14 Last $54.18 Calls 1 Return −1.7%
  12. CPRT NASDAQ Copart, Inc. - Common Stock First call 24 Jul 2026 Avg entry $27.94 Last $27.32 Calls 1 Return −2.2%
  13. MELI NASDAQ MercadoLibre, Inc. - Common Stock First call 11 Aug 2026 Avg entry $1,940.00 Last $1,889.85 Calls 1 Return −2.6%
  14. ADM NYSE Archer-Daniels-Midland Company Common Stock First call 11 Jul 2026 Avg entry $82.95 Last $79.89 Calls 3 Return −3.7%
  15. PDD NASDAQ PDD Holdings Inc. - American Depositary Shares First call 13 Jul 2026 Avg entry $84.56 Last $81.35 Calls 1 Return −3.8%
  16. JD NASDAQ JD.com, Inc. - American Depositary Shares First call 31 Aug 2026 Avg entry $28.24 Last $27.09 Calls 1 Return −4.1%
  17. UBER NYSE Uber Technologies, Inc. Common Stock First call 18 Aug 2026 Avg entry $75.56 Last $71.51 Calls 4 Return −5.4%
  18. PYPL NASDAQ PayPal Holdings, Inc. - Common Stock First call 11 Aug 2026 Avg entry $59.00 Last $55.53 Calls 1 Return −5.9%
  19. ORCL NYSE Oracle Corporation Common Stock First call 12 Aug 2026 Avg entry $153.23 Last $141.53 Calls 1 Return −7.6%
  20. LULU NASDAQ lululemon athletica inc. - Common Stock First call 11 Aug 2026 Avg entry $109.65 Last $94.50 Calls 5 Return −13.8%
  21. NKE NYSE Nike, Inc. Common Stock First call 21 Aug 2026 Avg entry $40.47 Last $34.71 Calls 4 Return −14.2%
  22. FLUT NYSE Flutter Entertainment plc Ordinary Shares First call 11 Aug 2026 Avg entry $99.02 Last $79.78 Calls 2 Return −19.4%

Sell Recommendations

Stocks recommended for sale in the last 12 months A sell gains when the price falls

  1. FLO NYSE Flowers Foods, Inc. Common Stock First call 13 Jul 2026 Avg entry $8.29 Last $5.81 Calls 1 Return +29.9%
  2. JD NASDAQ JD.com, Inc. - American Depositary Shares First call 11 Aug 2026 Avg entry $31.92 Last $27.09 Calls 1 Return +15.1%
  3. ADBE NASDAQ Adobe Inc. - Common Stock First call 11 Aug 2026 Avg entry $263.71 Last $242.27 Calls 1 Return +8.1%
  4. MCD NYSE McDonald's Corporation Common Stock First call 06 Sep 2026 Avg entry $255.69 Last $235.23 Calls 1 Return +8.0%
  5. BABA NYSE Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share First call 30 Aug 2026 Avg entry $118.90 Last $111.37 Calls 1 Return +6.3%
  6. AMZN NASDAQ Amazon.com, Inc. - Common Stock First call 11 Aug 2026 Avg entry $272.27 Last $262.43 Calls 1 Return +3.6%
  7. ORCL NYSE Oracle Corporation Common Stock First call 11 Aug 2026 Avg entry $145.48 Last $141.53 Calls 1 Return +2.7%
  8. BRK.B NYSE Berkshire Hathaway Inc. New Common Stock First call 04 Oct 2026 Avg entry $502.65 Last $515.44 Calls 1 Return −2.5%
  9. GOOGL NASDAQ Alphabet Inc. - Class A Common Stock First call 28 Jul 2026 Avg entry $338.76 Last $351.66 Calls 2 Return −3.8%
  10. NVDA NASDAQ NVIDIA Corporation - Common Stock First call 11 Aug 2026 Avg entry $217.50 Last $229.28 Calls 1 Return −5.4%
  11. MSFT NASDAQ Microsoft Corporation - Common Stock First call 11 Aug 2026 Avg entry $503.81 Last $535.07 Calls 1 Return −6.2%
  12. META NASDAQ Meta Platforms, Inc. - Class A Common Stock First call 19 Jul 2026 Avg entry $646.01 Last $718.67 Calls 1 Return −11.2%
  13. HCC NYSE Warrior Met Coal, Inc. Common Stock First call 13 Jul 2026 Avg entry $82.12 Last $93.07 Calls 1 Return −13.3%
  14. NBIS NASDAQ Nebius Group N.V. - Class A Ordinary Shares First call 11 Aug 2026 Avg entry $193.23 Last $221.07 Calls 1 Return −14.4%
  15. TSLA NASDAQ Tesla, Inc. - Common Stock First call 11 Aug 2026 Avg entry $332.81 Last $382.70 Calls 1 Return −15.0%
  16. PLTR NASDAQ Palantir Technologies Inc. - Class A Common Stock First call 11 Aug 2026 Avg entry $174.94 Last $209.05 Calls 1 Return −19.5%

Understand these figures or report an error: Methodology Corrections policy