Samet blog

Monthly reviewOctober 5, 2026

Muse brought a turning point

September portfolio review (+2.0% / +€4458): Muse announced by Meta on September 8th brought a turning point to the portfolio, and the bet on AI agents paid off. In addition to Meta, one other company had an even greater impact, which one?

Monthly reviewSeptember 5, 2026

Outperforming S&P 500 by 3x in August

Monthly reviewAugust 28, 2026

Monthly Summary 07-2026

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