Nikkei and Japanese stocks: a new investment story?
After decades of stagnation, the Japanese stock market is returning to the spotlight for investors. The Nikkei 225 index has strengthened significantly in recent years, and more global funds are beginning to increase their exposure to Japan.
There's a lot of talk that TM makes the best EVs, but I'm not sure if that's true. I have $TSLA and $BY6.F in my portfolio, but I have no idea how big a competitor Toyota is to them.
Do you think the amount of cash Berkshire holds today is appropriate? Will the company buy more after the leadership change?
The company $BRK-B still holds a record amount of cash. By the end of 2025 it was roughly $373 billion. The money is mostly held in U.S. Treasury bills, but personally I think the company could already start to reduce some of that cash.
They are still waiting for bigger discounts and don't need to buy anything right now anyway, because a stock like $CVX (one of their largest positions) has risen by 30%.
Even though it looked like FICO was starting to recover after such a sharp drop—gaining over +20% in two weeks—it has since fallen again and is down more than 25% in the last week alone. Here are the main reasons↓
The start of the problem
October 1, 2025 FICO officially launched its Mortgage Direct License Program. With this move it offered banks the... Read more
Over the past months, $NIO has shown a fairly clear turnaround — the company has started delivering on its volume promises and accelerated expansion outside China, but the stock has reacted only lukewarmly because the market still doesn’t believe in long-term profitability. The story driving the company right now is mainly growth in delivered cars, the milestone of nearly a... Read more
Since the end of February, shares of $XYZ have risen by more than 30% after the announcement of layoffs affecting over 40% of employees. I’ve been following the company for some time and the business looks great, but over the long term the shares tend to move sideways and are quite volatile.
What’s your opinion on $XYZ? Does it make sense to invest in a company like this, or... Read more
I talked about the company in my new YouTube video — after the announcement the shares jumped 18%. It feels a bit extreme to me that a stock rally would be triggered just by news of nearly half the employees being laid off. Sure, cutting headcount reduces costs and can boost margins, but for me the question is the sustainability of those profits. 👀
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Nikkei and Japanese stocks: a new investment story?
After decades of stagnation, the Japanese stock market is returning to the spotlight for investors. The Nikkei 225 index has strengthened significantly in recent years, and more global funds are beginning to increase their exposure to Japan.
...Read more
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There's a lot of talk that TM makes the best EVs, but I'm not sure if that's true. I have $TSLA and $BY6.F in my portfolio, but I have no idea how big a competitor Toyota is to them.
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Disney+ leans into TikTok-style vertical video with Verts to boost mobile engagement
Do you think the amount of cash Berkshire holds today is appropriate? Will the company buy more after the leadership change?
The company $BRK-B still holds a record amount of cash. By the end of 2025 it was roughly $373 billion. The money is mostly held in U.S. Treasury bills, but personally I think the company could already start to reduce some of that cash.
Some stocks are at...
Read more
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They are still waiting for bigger discounts and don't need to buy anything right now anyway, because a stock like $CVX (one of their largest positions) has risen by 30%.
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Adobe’s AI push turns into real numbers with record cash flow in Q1 2026
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4 Massive ETFs With Ultra-Low Fees That Dominate the U.S. Stock Market
Why is FICO falling?📉 $FICO
Even though it looked like FICO was starting to recover after such a sharp drop—gaining over +20% in two weeks—it has since fallen again and is down more than 25% in the last week alone. Here are the main reasons↓
The start of the problem
October 1, 2025 FICO officially launched its Mortgage Direct License Program. With this move it offered banks the...
Read more
Zobrazit další komentáře
I still think it's a great company and that it has a huge moat. Besides, this seems like just a short-term problem.
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PayPay’s US debut: a pure-play bet on Japan’s cashless shift backed by SoftBank and Visa
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PayPal’s rerating case: value stock optics, growth cash flows
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Visa $V and Mastercard $MA are still moving away from their highs. Visa is already back at last April’s levels!
The high-quality businesses of both companies continue to face market pressure. The shares are trading more than 16% below their ATH.
...Read more
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Not even the highest‑ranking official helped them when he spoke about the outrageous fee gouging.
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Stable Inflation May Be the Calm Before a Geopolitical Storm
Over the past months, $NIO has shown a fairly clear turnaround — the company has started delivering on its volume promises and accelerated expansion outside China, but the stock has reacted only lukewarmly because the market still doesn’t believe in long-term profitability. The story driving the company right now is mainly growth in delivered cars, the milestone of nearly a...
Read more
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This year the shares could easily rise, but it will depend heavily on geopolitics and upcoming results.
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Tesla’s third year of delivery pain: when does the volume slide end, and does the AI bet pay off?
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Volkswagen’s 2025 earnings squeezed by tariffs and Porsche shift, but cash engine still runs
Since the end of February, shares of $XYZ have risen by more than 30% after the announcement of layoffs affecting over 40% of employees. I’ve been following the company for some time and the business looks great, but over the long term the shares tend to move sideways and are quite volatile.
What’s your opinion on $XYZ? Does it make sense to invest in a company like this, or...
Read more
Zobrazit další komentáře
I talked about the company in my new YouTube video — after the announcement the shares jumped 18%. It feels a bit extreme to me that a stock rally would be triggered just by news of nearly half the employees being laid off. Sure, cutting headcount reduces costs and can boost margins, but for me the question is the sustainability of those profits. 👀
https://www.youtube.com/watch?v=z2ddXSa8CNk
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This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
High‑quality software growth: does the current valuation still leave upside?