Long Term Investments - проект об инвестициях и управлении личным капиталом.
Сайт: https://longterminvestments.ru/
Чат для подписчиков: @lti_chat_bot
Автор: Илья Воробьев, @StrategyGuy
Created
22 July 2017 — measured — cross-checked against a third-party dataset (ext.tg_channel)
Education — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-FP8, prompt version 1) read this channel’s own recent posts on 11 September 2026 and assigned it the closest of 31 fixed categories, at 51% confidence. This is a model’s judgement about what the channel is likely to be about, not a fact this register measured the way a subscriber count or a view count is measured — it can be revised on a later pass, and it carries no weight anywhere else on this page. How this classification works, and the other topics.
Growth
58 measurements spanning 92 days, net +149. 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 9,977–10,244 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 58
Measured (UTC)
Subscribers
Change
6 Nov 2026, 09:08
10,213
+22
5 Nov 2026, 06:28
10,191
+1
4 Nov 2026, 07:26
10,190
-2
3 Nov 2026, 04:19
10,192
-2
2 Nov 2026, 00:51
10,194
+5
1 Nov 2026, 04:11
10,189
+20
31 Oct 2026, 03:28
10,169
-4
30 Oct 2026, 06:56
10,173
-9
29 Oct 2026, 06:01
10,182
+4
28 Oct 2026, 03:08
10,178
+2
27 Oct 2026, 05:50
10,176
+23
26 Oct 2026, 08:20
10,153
+38
25 Oct 2026, 06:40
10,115
+2
24 Oct 2026, 04:21
10,113
+6
23 Oct 2026, 02:48
10,107
-12
21 Oct 2026, 22:48
10,119
+22
19 Oct 2026, 12:38
10,097
-1
18 Oct 2026, 10:27
10,098
-2
17 Oct 2026, 09:19
10,100
-2
16 Oct 2026, 11:00
10,102
first reading
Engagement
27 posts held, back to 16 June 2026 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 45 pages of Telegram’s post history, 20 posts per page.
ERR · 30 days
21.7%
avg views ÷ 10,213 subscribers
Avg views / post
2,220
9 posts measured
Reaction rate
0.752%
reactions ÷ views · ER floor
Posts in window
9
of 27 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
Window
Rolling 30 days · latest post in window 5 November 2026
Posts held
27 (16 June 2026 – 5 November 2026)
Views total
19,950
Reactions total
150
Forwards / comments
not exposed by the public surface — not measured, not estimated
Readings taken
6 Nov 2026, 21:07 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
Photos
≈1,020
Videos
≈1
Links
≈1,790
Lifetime counters from Telegram’s own channel header, read 6 November 2026 — not the date at the top of this page, which is when the subscriber count was last read. A count marked ≈ was rounded by Telegram before we ever saw it — t.me prints these counters in full below 1,000 and to three significant figures above, so ≈142,000 means somewhere between 141,500 and 142,499.
Reaction mix
506 reactions across 27 posts, in 9 distinct kinds. The most used accounts for 60.5% of them.
Every reaction kind recorded on the sample, most used first
Reaction
Count
Share
Share, drawn
👍
306
60.5%
🔥
165
32.6%
🤬
11
2.17%
🤔
8
1.58%
💯
7
1.38%
🎉
4
0.791%
🍾
3
0.593%
✍
1
0.198%
🤷♂
1
0.198%
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 27 of the 27 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 506 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 27 most recent posts we hold, published 16 June 2026 to 5 November 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 27 we hold a reading for · 4%
Most on one post
1
single highest reading
A paid reaction is a reader spending Telegram Stars — bought with money — on a post by @long_term_investments. 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 27 most recent posts we hold for this entry, published 16 June 2026 to 5 November 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
Telegram’s own ‘edited’ marker: 1 of 9 posts held from the last 30 days (11.1%) carried it when this register last read them. The marker says a post was changed after publishing, not what it said before — this register holds the earlier wording only where an edit fell between two of its own reads (see the edit ledger and how it is measured).
#LTI_аналитика
В субботу на Смарт-лабе питчили идеи на рынке. Я рассказывал про Дом.РФ, другие спикеры - Система, Новатэк, Россети ЦП, Татнефть/Интер РАО (Лонг/шорт)
Если интересно послушать или почитать саммэри:
Запись: https://youtu.be/xo3BTb6uLkk
Конспект: https://telegra.ph/Investment-MasterMind-31-Oct-2026-11-05
@long_term_investments
#LTI_аналитика #LKOH
Возможная сделка с активами Лукойла
Год назад ввели американские санкции против Лукойла и с тех пор обсуждается сделка по продаже его зарубежных активов в разных конструкциях. Вчера в Reuters была очередная статья на эту тему.
Я держу акции Лукойла, не только из-за возможной сделки, но с учетом того, что она может быть и это по сути бесплатный опцион, так как зарубежные активы уже списаны и вн…
#LTI_аналитика #VKCO
Акции VK растут сегодня более чем на 25% с огромным оборотом 40+ млрд рублей, а от минимумов начала октября почти удвоились. Теоретически может быть какой-то инсайд, но больше похоже на эпичный шортсквиз.
У меня не было акций и давно не следил за компанией, решил обновить взгляд на бизнес на фоне такой ситуации. Разобрал последние отчеты (они были в целом неплохими) и сделал прогнозы на этот и …
#LTI_полезное #BAZA
MCP и API Базис
Базис сделал очень крутую штуку - отчетность в формате MCP и API, которую удобно использовать для работы с ИИ агентами и программными интеграциями: https://api-invest.basis.ru/
Я за последние месяцы распарсил большое количество отчетностей в разных форматах, чтобы с показателями компаний было удобнее работать, и могу сказать, что это огромная головная боль. Отчеты в PDF или дата…
#LTI_аналитика #YDEX
Сегодня отчитался Яндекс. Разобрал основные моменты и обновил взгляд на компанию с учетом текущих вводных, обзор по ссылке: https://longterminvestments.ru/yandex-q3-2026
@long_term_investments
#LTI_аналитика #OZON
Сегодня отчитался Ozon за третий квартал - у компании супер результаты, значительно лучше ожиданий рынка. Акции сегодня заслуженно растут, хотя сразу после отчета был странный небольшой пролив.
Я вчера немного удивился, когда увидел консенсус - такое ощущение, что большинство аналитиков просто протянули цифры по тренду и заложили Q3 чуть выше Q2 с учетом сезонности, хотя было достаточно очевидн…
#LTI_анонс
31 октября в 19:15 на конференции Смартлаба в Москве будет новый мастермайнд, в котором буду участвовать.
Последние два мастермайнда идеи, которые презентовал, показали супер результат:
- DXYZ ~30% в долларах за первые 1.5 месяца, когда подводили результаты (потом скорректировался, но все еще в плюсе)
- Озон ~40% в рублях за 1.5 месяца с момента последнего мастермайнда
Третий раз подряд будет очень слож…
#LTI_ОПИФ #LTI_ИПИФ
Результаты фондов
ОПИФ Долгосрочные инвестиции
- В сентябре -0.5% vs +4.4% индекс Мосбиржи
- YTD с момента запуска -9.7% vs -7.8% индекс Мосбиржи
Как и в личном портфеле, основной причиной отставания фонда от индекса начиная с августа были низкая аллокация на нефтегазовый сектор.
Теперь купить паи фонда можно тремя способами:
1) Через платформу Финуслуги
2) На странице УК Альфа-Капитал
3) В пр…
#LTI_портфель #LTI_российский_рынок #LTI_облигации #LTI_зарубежные_рынки
Ежемесячный апдейт по всем портфелям
Сейчас понял, что в канале не было поста с результатами портфелей за август (на сайте давно опубликованы), так что напишу результаты с ссылками на апдейты за оба месяца и еще сразу сделаю несколько апдейтов.
Результаты основного портфеля на российском рынке:
- В августе портфель +1.4% vs -2.0% MCFTR
- В се…
#LTI_анонс
В пятницу 11 сентября в 20:00 обсудим с коллегами по цеху идеи на рынке, оффлайн в Москве + онлайн
Если интересно послушать, детали тут: https://t.me/eninv/5565
P.S. Идея в фонде DXYZ с прошлого мастермайнда принесла +30% в долларах и 40% в рублях за 1.5 месяца (по факту даже больше, докупал акции еще ниже). Это по-прежнему крупнейшая позиция в зарубежном портфеле, думаю в ней еще есть апсайд. Повторить…
#LTI_рекомендация
Я очень редко что-то рекомендую, особенно не связанное с инвестициями, но это не стандартная рекомендация. У нас с друзьями есть сообщество Фонд Первое Поколение, в рамках которого мы запускаем двухлетнюю бесплатную образовательную программу для ребят возрастом 18-23 года - НеУниверситет. Детали тут: https://neuniversitet.ru/
Коротко ключевые вещи:
- Это полностью бесплатно. Мы сами оплачиваем все…
В целом у Озон Фармацевтики, на мой взгляд, очень понятный инвест кейс. Компания последовательно увеличивает долю рынка и движется в сторону производства продукции с большей добавленной стоимостью. Запуск производства на Мабскейле и Озон Медике в следующем году только закрепит этот тренд. При этом рынок остается очень фрагментированным и для будущего роста еще есть большой запас, доля рынка Озон Фармацевтики составля…
👍26
Showing the 12 most recent of 27 posts we hold for @long_term_investments. 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.
Mentions
Named by 12 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.
Named by
Channels on the register whose posts name this channel's handle.
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.
Appears in Telegram’s recommendations for other channels
The reverse of the list above, and a different kind of signal. This does not require this channel to have ever been asked about directly — each row below is a channel we DID ask Telegram about, whose Telegram-generated list happened to include this one. A channel can appear here with an empty list above it, because being named by someone else’s query is independent of having been queried itself.
Усиленные Инвестиции @eninv · 24,185 Telegram ranks this channel #21 of 98 here — alongside 97 others — read 18 September 2026
Тимофей Мартынов @martynovtim · 36,609 Telegram ranks this channel #22 of 96 here — alongside 95 others — read 2 September 2026
P.S investing @malishok_fonda · 25,669 Telegram ranks this channel #23 of 93 here — alongside 92 others — read 12 September 2026
Сергей Пирогов @PirogovLive · 27,562 Telegram ranks this channel #28 of 97 here — alongside 96 others — read 10 September 2026
Вредный Инвестор @harmfulinvestor · 30,904 Telegram ranks this channel #28 of 94 here — alongside 93 others — read 6 September 2026
Invest Heroes @InvestHeroes · 39,768 Telegram ranks this channel #28 of 98 here — alongside 97 others — read 30 August 2026
Mozgovik Research | Анализ акций @mozgovikresearch · 23,533 Telegram ranks this channel #30 of 99 here — alongside 98 others — read 18 September 2026
Олег Кузьмичев @kuzmlab · 23,432 Telegram ranks this channel #32 of 94 here — alongside 93 others — read 18 September 2026
💰 WALL STREET PRO @thewallstreetpro · 46,542 Telegram ranks this channel #35 of 96 here — alongside 95 others — read 27 August 2026
Granite Trade | Торопов Степан @karsotel · 25,679 Telegram ranks this channel #38 of 95 here — alongside 94 others — read 13 September 2026
Капитал @sgcapital · 19,124 Telegram ranks this channel #58 of 95 here — alongside 94 others — read 3 October 2026
Артем Тузов. Финансы и инвестиции @tuzov_invest · 27,730 Telegram ranks this channel #60 of 96 here — alongside 95 others — read 10 September 2026
Манька Аблигация @marythebond · 45,735 Telegram ranks this channel #63 of 98 here — alongside 97 others — read 28 August 2026
Invest Era @usamarke1 · 61,754 Telegram ranks this channel #64 of 97 here — alongside 96 others — read 22 August 2026
ИнвестТема | Литвинов Владимир @particular_trader · 35,291 Telegram ranks this channel #73 of 95 here — alongside 94 others — read 2 September 2026
This channel appears in 15 seed channels' Telegram-generated recommendation lists in total. Each is Telegram’s list for THAT channel, not this one — see how this is measured.
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 6 November 2026 — this
entry's latest reading, not the date you are reading this.
“Long Term Investments” (@long_term_investments), 10,213 subscribers as measured 6 November 2026. Telegram Register, tgregister.com/channel/long_term_investments.
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.