Group 1 - The stock of AppLovin (NASDAQ: APP) has increased by 5.69% since the last analysis, indicating continued attractiveness for investment [1] - Insights into the company's Q2 earnings are expected to be released on August 6, which may influence future stock performance [1] Group 2 - Invictus Origin, founded by Oliver Rodzianko, is a high-alpha investment company aiming for high annual returns through innovative portfolio strategies [2] - The flagship High-Alpha Black Swan Portfolio is designed to outperform leading indices like the Nasdaq-100, maintaining approximately 20% in dynamic cash reserves for strategic value investing during market disruptions [2] - Oliver Rodzianko has extensive experience as a macro-focused investment analyst, specializing in sectors such as technology, semiconductors, artificial intelligence, and energy [2]

Group 1 - Eli Lilly and Company (NYSE: LLY) has experienced a -5% decline in stock price since the last analysis, indicating potential market challenges ahead of Q2 earnings [1] - The analysis focuses on macro dynamics and rotational strategy, suggesting a need for investors to consider broader market trends and sector rotations [1] Group 2 - Invictus Origin, founded by Oliver Rodzianko, aims to deliver high annual returns through innovative portfolio strategies, particularly the High-Alpha Black Swan Portfolio [2] - The Invictus Hydra Portfolio maintains approximately 20% in dynamic cash reserves, allowing for strategic value investing during market disruptions [2] - Oliver Rodzianko has extensive experience as a macro-focused investment analyst, emphasizing fundamental valuation and sector expertise in technology, semiconductors, artificial intelligence, and energy [2]

Oliver Rodzianko is the Founder and Chief Executive Officer of Invictus Origin, a pioneering high-alpha investment company launched in May 2025 that is on trajectory to deliver among the highest annual returns in the world. Invictus Origin is developing innovative portfolio strategies, notably through its flagship High-Alpha Black Swan Portfolio (also known as the Invictus Hydra Portfolio), strategically designed to sustainably and significantly outperform leading indices, including the Nasdaq-100. Distinct ...

Oliver Rodzianko is the Founder and Chief Executive Officer of Invictus Origin, a pioneering high-alpha investment company launched in May 2025 that is on trajectory to deliver among the highest annual returns in the world. Invictus Origin is developing innovative portfolio strategies, notably through its flagship High-Alpha Black Swan Portfolio (also known as the Invictus Hydra Portfolio), strategically designed to sustainably and significantly outperform leading indices, including the Nasdaq-100. Distinct ...

Group 1 - Tesla is considered a fascinating investment due to its uncommon valuation in the market [1] - Invictus Origin, founded by Oliver Rodzianko, aims to deliver high annual returns through innovative portfolio strategies, particularly the High-Alpha Black Swan Portfolio [1] - The Invictus Hydra Portfolio maintains approximately 20% in dynamic cash reserves to capitalize on market disruptions [1] Group 2 - Oliver Rodzianko has extensive experience as a macro-focused investment analyst, specializing in public equities and sectors like technology and energy [1] - The investment process at Invictus Origin integrates U.S. market specialization with international market awareness [1] - The firm is characterized by resilience, performance, and disciplined capital stewardship, supported by a family office structure for capital preservation [1]

Since my last ServiceNow (NYSE: NOW ) analysis , the stock price has moved laterally with substantial volatility. The company's growth horizon remains intact, and the stock is primed for investment, despite a high valuation that somewhat limits upside.Oliver Rodzianko is the Founder and Chief Executive Officer of Invictus Origin, a pioneering high-alpha investment company launched in May 2025 that is on trajectory to deliver among the highest annual returns in the world. Invictus Origin is developing innova ...

Oliver Rodzianko is the Founder and Chief Executive Officer of Invictus Origin, a pioneering high-alpha investment company launched in May 2025 that is on trajectory to deliver among the highest annual returns in the world. Invictus Origin is developing innovative portfolio strategies, notably through its flagship High-Alpha Black Swan Portfolio (also known as the Invictus Hydra Portfolio), strategically designed to sustainably and significantly outperform leading indices, including the Nasdaq-100. Distinct ...

Put simply, the geopolitical discount on Chinese equities right now is significantly overblown. Even though some discount is definitely warranted due to long-term growth risks related to macro-geopolitical containment, and the potential for a weaker domestic Chinese economy as a result, the likelihood ofOliver Rodzianko is the Founder and Chief Executive Officer of Invictus Origin, a pioneering high-alpha investment company launched in May 2025 that is on trajectory to deliver among the highest annual retur ...

Meta is making very heavy AI investments, now looking beyond dominating infrastructure (data centers) to also dominating the AI talent pool. Management knows what it wants, and I believe it Oliver Rodzianko is the Founder and Chief Executive Officer of Invictus Origin, a pioneering high-alpha investment company launched in May 2025 that is on trajectory to deliver among the highest annual returns in the world. Invictus Origin is developing innovative portfolio strategies, notably through its flagship High-A ...

Company Overview - Invictus Origin is a high-alpha investment company founded by Oliver Rodzianko in May 2025, aiming to deliver among the highest annual returns globally [1] - The company is developing innovative portfolio strategies, particularly through its flagship High-Alpha Black Swan Portfolio, designed to outperform leading indices like the Nasdaq-100 [1] Investment Strategy - The Invictus Hydra Portfolio maintains approximately 20% in dynamic cash reserves, allowing for strategic value investing during significant market disruptions [1] - The investment process emphasizes fundamental valuation, long-term market cycles, and sector expertise in technology, semiconductors, artificial intelligence, and energy [1] Leadership and Expertise - Oliver Rodzianko has extensive experience as a macro-focused investment analyst and has built a strong reputation through platforms like Seeking Alpha, TipRanks, and GuruFocus [1] - As CEO, Oliver leverages his expertise to establish a firm characterized by resilience, performance, and disciplined capital stewardship [1]