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Channel

Портфель Двинского

@dvinsky_invest

On this record: Growth · Engagement · What this channel posts · Reactions · Stars · Posts · Citations · Cite this entry

6,464subscribers

+136 since we began measuring on 6 August 2026

Risers and fallers across the register · movement among entries of 3,162–10,000.

Register entry

Telegram ID-1002166481824
TypeChannel
Username@dvinsky_invest
Created26 May 2024measured — cross-checked against a third-party dataset (ext.tg_channel)
First recorded6 August 2026
Last confirmed live16 August 2026
Measurements held6
Confirmed unchanged1 time, most recently 16 August 2026
On Telegramt.me/dvinsky_invest

Growth

6,3226,4646,3936 August 2026 — 6,328 subscribers6 August 2026 — 6,328 subscribers6 August 2026 — 6,326 subscribers9 August 2026 — 6,322 subscribers12 August 2026 — 6,373 subscribers16 August 2026 — 6,464 subscribers6 August 202616 August 2026
6 measurements spanning 10 days, net +136. Dots are measurements; the straight line between them is drawn to join them, not to claim we know the path taken in between — snapshots are recorded only when a count changes, so gaps mean “no change observed”, never “interpolated”. The vertical axis spans 6,301–6,485 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
16 Aug 2026, 06:586,464+91
12 Aug 2026, 08:526,373+51
9 Aug 2026, 11:526,322-4
6 Aug 2026, 15:526,326-2
6 Aug 2026, 03:216,328no change
6 Aug 2026, 01:486,328first reading

Engagement

52 posts held, back to 3 August 2026the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 9 pagesof Telegram’s post history, 20 posts per page.

ERR · 30 days
20.0%
avg views ÷ 6,464 subscribers
Avg views / post
1,290
52 posts measured
Reaction rate
2.84%
reactions ÷ views · ER floor
Posts in window
52
of 52 held

ERR is average views per post over the last 30 days divided by subscribers, the definition TGStat uses, so this figure is comparable with the one you will see elsewhere. It falls structurally as a channel grows: a high ERR on a small channel and a low one on a large channel describe reach mathematics, not quality. We publish the figure and the sample it came from and pass no verdict on it.

ER is defined industry-wide as (forwards + reactions + comments) ÷ views— note the denominator is views, not subscribers. Telegram’s public web preview carries views and reactions but not forward or comment counts, so the reaction rate above is the reactions term only and is therefore a floor: the true ER for this channel is higher by an amount we have not measured and will not estimate.

What these figures were computed from
WindowRolling 30 days · latest post in window 11 August 2026
Posts held52 (3 August 202611 August 2026)
Views total67,210
Reactions total1,907
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken12 Aug 2026, 03:18 UTC

Views are a single reading per post, taken at the time above. A post published in the last day or two is still accumulating views, which pulls the 30-day average down slightly. That is a property of the standard definition rather than a fault in it, so we keep the definition rather than “correcting” the number into something nobody can reproduce.

Precision. Telegram publishes view counts on its public widget in short form — 8.12K, 3.7M — so any reading at or above 1,000 reaches us rounded to three significant figures, and only counts below 1,000 are exact. Averages and rates derived from them are shown to the same precision rather than to the unit: a figure like 3,701,250 would assert digits nobody measured.

Reaction counts are published per emoji and rounded the same way, so a total below 1,000 is exact and a larger one is a sum that may carry a rounded component from each emoji above 1,000. Because it is a sum, it does not look rounded — read a large reaction total as three significant figures per contributing emoji rather than as the figure it prints.

What this channel posts

Video runtime
1h 14m
Average length
37m 01s

Measured directly from 2 videos with a duration reading, out of the posts we hold for this channel — not this channel’s whole posting history, only the sample this register has actually read. An exact reading to the second, taken from the post itself rather than from Telegram’s own rounded chrome, so it carries no mark.

Reaction mix

1,483 reactions across 41 posts, in 12 distinct kinds. The most used accounts for 67.4% of them.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
👍99967.4%
14910.0%
💯1429.58%
🤔835.60%
😁563.78%
😢281.89%
🔥130.877%
👎70.472%
👏30.202%
🍾10.067%
😎10.067%
😡10.067%

No sentiment is inferred, and none should be read in. This table is ordered by count and by nothing else. Emoji do not carry stable meaning across languages or communities — 🙏 is thanks in one channel and mourning in another — so we publish which ones were pressed and how often, and pass no judgement on what an audience meant by them.

Precision. Telegram publishes reaction counts per emoji and short-forms each one — 4.34K, 1.2M — so any single kind at or above 1,000 reaches us at three significant figures, and only counts below 1,000 are exact. The shares above are ratios of those figures and carry the same error. This is also why the total here can differ slightly from a reaction total printed elsewhere on the page: both are sums of the same rounded parts, taken over samples with different edges.

Coverage. Reactions were read on 52 of the 52 sampled posts in this sample. Summed by Telegram’s own count on each post — not by adding up the per-emoji breakdown above — those same posts carry 1,907reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.

Measured over the 52 most recent posts we hold, published 3 August 2026 to 11 August 2026, using the newest reading held for each. Telegram Stars are excluded: they are a payment, not a reaction, and they have their own section.

Telegram Stars

Stars received
1
across the posts below
Posts paid on
1
of 52 we hold a reading for · 2%
Most on one post
1
single highest reading

A paid reaction is a reader spending Telegram Stars — bought with money — on a post by @dvinsky_invest. Telegram publishes the count on the public post preview alongside ordinary reactions, and this register reads it there. It is the only figure on this site that measures money moving rather than attention.

Stars are not reactions, and the two are never added. They are rendered in the same strip on Telegram and counted in the same shape, but one is a tap and the other is a purchase. The reaction totals and the engagement rate elsewhere on this page exclude every figure in this section, and no rate here is computed against a reaction count.

This is not revenue, and we publish no currency figure. What a Star costs a reader and what it pays a channel are different numbers, Telegram takes a share we cannot observe, and the terms have changed. Converting a Star count into money would be an estimate dressed as a measurement, so the count is where we stop.

Counted over the 52 most recent posts we hold for this entry, published 3 August 2026 to 11 August 2026. Star counts above 1,000 reach us in Telegram’s short form and carry the same three-significant-figure rounding as everything else on this page.

Recent posts

11 Aug 2026, 20:41 UTC465 views19 reactionsread 12 August 2026

📦 «Озон» арендует два склада в Подмосковье: 60 тыс. кв. м в логопарке «Инсити Радищево» на Ленинградском шоссе и 80 тыс. кв. м в складском комплексе «Никольское-2» в Дмитровском районе. За оба объекта компания будет выплачивать 1,1–1,2 млрд рублей в год. Сами по себе комплексы относительно небольшие. На этих примерах прекрасно видно, что процесс еще большей децентрализации логистики идет полным ходом. Однако помимо

👍163

11 Aug 2026, 20:01 UTC535 views10 reactionsread 12 August 2026
Photo

Итоги днА: IMOEX в плюсе: ⬆️2323 🔺+29 пункт 🔺+1,28% 🛒 Онлайн-торговля Оборот интернет-торговли в России за первое полугодие вырос на 18,7%, до 7,2 трлн рублей. Онлайн уже стал большой розничной сетью регионов: в части субъектов его доля выше среднероссийской. Но атаки на склады показали обратную сторону модели: чем больше торговля зависит от логистики, тем дороже становится резервирование, страхование и компенса

👍9🔥1

11 Aug 2026, 13:59 UTC≈1,730 views42 reactionsread 12 August 2026

«Дело брокеров» становится все интереснее. Подробнее о нем я писал здесь: https://t.me/dvinsky_invest/1437 Теперь приходит новая информация. Следствие полагает, что для расконвертации ADR МТС участники схемы банально переписывали историю владения бумагами. Суть следующая. После 2022 года российские депозитарные расписки за рубежом можно было покупать с огромным дисконтом. Если затем превратить такую ADR в локальную

🤔21💯14🔥32😁1😡1

11 Aug 2026, 12:00 UTC≈1,050 views39 reactionsread 12 August 2026

🛢️ Ормуз не открылся. Нефтяная подушка США стала тоньше По данным Минэнерго США, стратегический нефтяной резерв сократился до 298,7 млн баррелей, минимума с 1983 года. Только за последнюю неделю из хранилищ вывели ещё 6,1 млн баррелей. Перед началом интервенции в марте в резерве находилось около 415,4 млн баррелей. Получается, за несколько месяцев объём уменьшился на 116,7 млн баррелей, почти на 28%. В марте США р

💯307👍1🤔1

11 Aug 2026, 08:25 UTC≈1,080 views35 reactionsread 12 August 2026
Photo

🏦 "Сбер" отчитался по РПБУ за июль Результаты получились ожидаемые: чистая прибыль составила 168,4 млрд рублей (+16,2% г/г). За семь месяцев заработали 1163,6 млрд рублей (+19,8% г/г) Июль 2026: ▪️Чистые процентные доходы: 315,1 млрд (+19,8% г/г) ▪️Чистые комиссионные доходы: 61,5 млрд (-4,5% г/г) ▪️Расходы на резервы: 62,6 млрд (-21,2% г/г) ▪️Операционные расходы: 114,2 млрд (+15% г/г) ▪️Чистая прибыль: 168,4 млр

👍314

11 Aug 2026, 07:47 UTC≈1,000 views29 reactionsread 12 August 2026

🛒 Онлайн стал большой розничной сетью регионов За первое полугодие оборот интернет-торговли в России вырос ещё на 18,7% – до 7,2 трлн рублей. Доля онлайн-канала во всей рознице увеличилась с 20,9% до 22,2%. Почти весь оборот остаётся внутри страны. На российские интернет-магазины и платформы пришлось 6,9 трлн рублей, или 96,6%. Трансграничные покупки заняли лишь 3,4%. В 45 регионах доля онлайн-продаж уже превышает

👍245

10 Aug 2026, 20:05 UTC≈1,130 views19 reactionsread 12 August 2026
Photo

Итоги днА: IMOEX в минусе: ⬇️2294🔺-5 пункт 🔺 -0,22% ⚡️ Энергетика Стоимость строительства Новоленской ТЭС выросла почти на 30%, до 337,7 млрд рублей. Это хороший пример ловушки госэнергетики: дешёвая оценка не гарантирует дивиденды, если весь денежный поток снова уходит в новые стройки. Проекты не заканчиваются, а множатся и дорожают. ⚠️ Уголь Экспорт угля по сети РЖД в июле вырос на 13,3%, до 16,6 млн тонн. У

👍144🔥1

10 Aug 2026, 17:31 UTC≈1,160 views19 reactionsread 12 August 2026
Video

Кризис – время для кибербеза. "Позитив" растет на 45% / Юрий Маринчев в Клубе Двинского На днях пообщались с директором по связям с инвесторами Positive Technologies Юрием Маринчевым. Обсудили результаты первого полугодия, перспективы всего года и международное развитие компании. В Positive Technologies в случае выполнения гайденса намечается инвестиционная идея. Текущая капитализация компании составляет 72,4 млрд

👍181

10 Aug 2026, 16:20 UTC≈1,210 views39 reactionsread 12 August 2026

Пришло подтверждение того, куда ушёл рекордный отток денег со вкладов и счетов в наличность Я уже писал, что в июле население вынесло из банковской системы около 600 млрд рублей. На 1 июля объём наличных достиг 20,9 трлн, прибавив с начала года 1,46 трлн. Данных на 1 августа еще нет, но логично, что цифра достигнет 21,5 трлн (плюс >2 трлн с начала года). Именно это стало одной из причин структурного дефицита ликвид

👍354

10 Aug 2026, 13:18 UTC≈1,220 views53 reactions1 Starread 12 August 2026

Классическое стоимостное инвестирование в России не работает. Во всяком случае, в том виде, в котором его принято преподавать по книгам Баффета и Грэма. Можно сколько угодно считать справедливую стоимость компании, прогнозировать денежные потоки и радоваться покупке бизнеса по 3–4 прибыли. Но дешевый мультипликатор — это еще не инвестиционная идея. Расчеты имеют смысл только тогда, когда инвестор понимает внешнюю с

💯32👍162👏2😁1

10 Aug 2026, 13:11 UTC≈1,130 views37 reactionsread 12 August 2026
Photo

Отличный отчет "Юнипро" ▪️Выручка: не раскрыто ▪️EBITDA: не раскрыто ▪️Чистые финансовые расходы: не раскрыты ▪️Чистая прибыль: не раскрыта Зато кубышка уже наверное под 200 млрд рублей при капитализации компании в 71 млрд. Просто подарок для "стоимостного инвестора". 🅿 Портфель Двинского – авторский взгляд на фондовый рынок Не является индивидуальной инвестиционной рекомендацией

😁26👍5🤔42

10 Aug 2026, 13:00 UTC≈1,120 views33 reactionsread 12 August 2026

💵 Товар уничтожен. Кредит остался Банк России рекомендовал кредиторам реструктурировать долги предпринимателей, пострадавших в результате атак на склады и логистические центры маркетплейсов. Банкам предложено не начислять штрафы и пени, не требовать досрочного погашения и сохранять кредитную историю заёмщика. Рекомендации действуют до 31 августа 2027 года. Сбер уже получил около 2 тыс. заявок на реструктуризацию от

👍217🤔5

Showing the 12 most recent of 52 posts we hold for @dvinsky_invest. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.

Stars beside a post are paid reactions — Telegram Stars, bought with money and spent on that post. They are a different unit from reactions and are never added to them, here or anywhere else on this page.

Citation-graph rank

Citation-graph rank — 12,941 of 1,481,502entries in the measured graph. A weighted position computed from the forward and mention edges below — republished posts weigh more than named mentions — and recomputed periodically, over the whole graph. Published only as this ordinal position, never as a score: a position is a fact, and a score printed beside one channel’s name would read as a verdict this register does not make. The two counts beneath stay separate for the same reason mentions are never summed with forwards anywhere else on this page — a named-by count costs nothing to manufacture. The top 100 by this measure, or how it is computed.

Forward network

Republished by

Channels on the register that have forwarded this channel's posts into their own feed.

Built only from forwarded posts we have actually read, on both sides. Coverage is early and deliberately incomplete: a missing link means we have not read the post that would prove it, never that the relationship does not exist. Counts are distinct forwarded posts observed, so they only ever go up as we read more.

Mentions

Named by 9 registered channels — every channel on the register whose own posts have named this one, by its current username or any other username it currently holds, merged from two separately captured readings of the same fact so a namer caught by only one of them is not missed and a namer both caught is not counted twice. A username this channel has since dropped is not matched — that handle may belong to someone else now, and crediting today’s namer to yesterday’s owner would misattribute it.

A mention is a weaker signal than a forward and is counted separately for that reason — naming a channel is not republishing it, and a handle in a post body is easy to place deliberately. The post counts beside each row below are distinct posts in which the handle appeared, from posts we have read on both sides — the “Named by N registered channels” figure above is a different count, of distinct NAMING CHANNELS rather than posts, and is not the sum of the rows under it.

Cite this entry

A live page changes as we take new readings, so a citation should name the measurement it is based on, not just the URL. The line below cites the subscriber count as measured 16 August 2026 — this entry's latest reading, not the date you are reading this.

“Портфель Двинского” (@dvinsky_invest), 6,464 subscribers as measured 16 August 2026. Telegram Register, tgregister.com/channel/dvinsky_invest.

Full measurement history, CC BY 4.0. Every reading this register holds for this entry, not just the latest one, as a dated, downloadable record: CSV · JSON. Free to use with attribution to tgregister.com. Each file carries its own generation timestamp, which is the figure to cite for exactly when the data was retrieved.