What price do you expect Paramount will be willing to pay for $WBD? They recently came with an offer of $20 per share, which was rejected. Rumor has it they're planning to revise the buyout offer for $WBD. I would personally expect $22–25 per share. I'm not optimistic that the price will climb to $30.
Hi everyone, I'm curious how you're currently approaching investments in Ferrari $RACE, PayPal $PYPL, Amazon $AMZN and NU Holdings $NU. Ferrari looks interesting both technically and fundamentally after the recent pullback. I think PayPal is currently undervalued, and with the expanded use of AI technologies and collaboration with developers within the OpenAI ecosystem, it... Read more
Well, I tried to ask myself what PayPal would have to do or undertake for sentiment to turn enough that its shares would head higher and sustain that trend. Something competitors can't reach, or something that would give PayPal the chance to move up for a reasonable period. I'm afraid AI isn't it—everyone's invoking ecosystems these days. Is there a potential entry of a strong partner that would shake things up? Any advantage compared with the rest of the world? I don't see anything like that. Do you know of anything?
Hello investors — lately I hear nothing but AI: there are partnerships everywhere, companies are shifting capital between themselves, and it feels like everyone is betting on it. I don't want to say AI has no potential for the future, but for me we're still at the beginning and it's more promises than something truly fundamental that would change the economy and the world... Read more
A tip is to look at Buffett, for example, back when the dot‑com bubble burst. He still managed to profit. I’d say the classics like $KO$MA, for example, or retail like $WMT$UL, or, as was mentioned on the forum today, $ADM$INGR. Maybe some gaming or software. So poke around those kinds of companies and the ecosystem around them.
A week ago I was also looking for something to shake things up, so that if AI goes down it doesn’t all crash together :D
Hello investors, lately I hear nothing but AI — there are collaborations everywhere, companies are shifting capital between themselves, and it seems like everyone is betting on it. I don't want to say that AI has no potential for the future, but for me we're still at the beginning and it's more promises than anything truly significant that would change the economy and the world... Read more
Hello investors,
What price do you expect Paramount will be willing to pay for $WBD? They recently came with an offer of $20 per share, which was rejected. Rumor has it they're planning to revise the buyout offer for $WBD. I would personally expect $22–25 per share. I'm not optimistic that the price will climb to $30.
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It will probably be some compromise and they'll buy it for over $20. Are you invested?
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Hi everyone, I'm curious how you're currently approaching investments in Ferrari $RACE, PayPal $PYPL, Amazon $AMZN and NU Holdings $NU. Ferrari looks interesting both technically and fundamentally after the recent pullback. I think PayPal is currently undervalued, and with the expanded use of AI technologies and collaboration with developers within the OpenAI ecosystem, it...
Read more
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Well, I tried to ask myself what PayPal would have to do or undertake for sentiment to turn enough that its shares would head higher and sustain that trend. Something competitors can't reach, or something that would give PayPal the chance to move up for a reasonable period. I'm afraid AI isn't it—everyone's invoking ecosystems these days. Is there a potential entry of a strong partner that would shake things up? Any advantage compared with the rest of the world? I don't see anything like that. Do you know of anything?
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Hello investors — lately I hear nothing but AI: there are partnerships everywhere, companies are shifting capital between themselves, and it feels like everyone is betting on it. I don't want to say AI has no potential for the future, but for me we're still at the beginning and it's more promises than something truly fundamental that would change the economy and the world...
Read more
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A tip is to look at Buffett, for example, back when the dot‑com bubble burst. He still managed to profit. I’d say the classics like $KO $MA, for example, or retail like $WMT $UL, or, as was mentioned on the forum today, $ADM $INGR. Maybe some gaming or software. So poke around those kinds of companies and the ecosystem around them.
A week ago I was also looking for something to shake things up, so that if AI goes down it doesn’t all crash together :D
Hello investors, lately I hear nothing but AI — there are collaborations everywhere, companies are shifting capital between themselves, and it seems like everyone is betting on it. I don't want to say that AI has no potential for the future, but for me we're still at the beginning and it's more promises than anything truly significant that would change the economy and the world...
Read more
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The luxury sector is definitely great, and I noticed that $MC.PA has risen nicely recently.
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Hi colleagues,
I like holding REITs — I’m pretty surprised they’re weakening a lot right now; I expected they’d be rising as US rates get cut.
Is this related to the US government shutdown? If so, what’s the connection?
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It’ll take a while, but the growth will come. REITs make up a large position in my portfolio, and for now I’m at least collecting the dividend.
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