How do you determine a fair share price? Do you have your own spreadsheet for this, or do you estimate it from a chart?
I used to do a lot of calculations via spreadsheet, but now it doesn't make much sense to me. As far as fair prices go, Bulios helps me with that now. Otherwise, sometimes I don't really care about the fair price and buy on a significant correction, like $TSLA ... Read more
📆 Weekly Investment Review: earnings season in full swing, complete with important data and geopolitics!
A mix of corporate results, economic statistics and geopolitical challenges await us this shortened week. Markets will react not only to the numbers, but also to speeches by central bankers and politicians.
🏦 Monday Results before the markets open: Goldman Sachs $GS - I'll be... Read more
Investors, which company in your portfolio do you understand its business best?
Each of us probably has a stock that we're really interested in, enjoy, and have gone deep into. For me, it's probably $GOOG, $ASML and $NVO - companies I've studied a lot and have a larger position in.
Shares of American Express $AXP are down 29% since the beginning of the year, which at first glance looks dramatic. But as is often true in the markets: it's times like these that long-term opportunity can lurk. For AXP remains a company with a strong brand, a loyal customer base, and stable revenues that are less recession-sensitive than those of its competitors.
There will be a lot of interesting companies reporting results next week, plus high volatility. I will definitely be interested in the results of $BAC, $ASML, $TSM and $NFLX.
📊 JPMorgan Chase shone with results. But CEO Dimon warns: Don't expect calm waters!
JPMorgan Chase $JPM, the largest U.S. bank by assets, posted quarterly results that far exceeded analysts' expectations. Earnings per share came in at $5.07, compared to the consensus estimate of $4.61. Net income rose year-over-year by 9 % to $14.64 billion, sales up 8 % to USD 46.01 billion, ma... Read more
Berkshire Hathaway | 4Q 2024: Insurance boom and billions in cash
How do you determine a fair share price? Do you have your own spreadsheet for this, or do you estimate it from a chart?
I used to do a lot of calculations via spreadsheet, but now it doesn't make much sense to me. As far as fair prices go, Bulios helps me with that now. Otherwise, sometimes I don't really care about the fair price and buy on a significant correction, like $TSLA ...
Read more
📆 Weekly Investment Review: earnings season in full swing, complete with important data and geopolitics!
A mix of corporate results, economic statistics and geopolitical challenges await us this shortened week. Markets will react not only to the numbers, but also to speeches by central bankers and politicians.
🏦 Monday
Results before the markets open:
Goldman Sachs $GS - I'll be...
Read more
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There's quite a bit of this in there. I'll be interested to see where the shares go and there are also results of companies I'm interested in.
Investors, which company in your portfolio do you understand its business best?
Each of us probably has a stock that we're really interested in, enjoy, and have gone deep into. For me, it's probably $GOOG, $ASML and $NVO - companies I've studied a lot and have a larger position in.
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Can I ask for (online) resources where I can get the best overview of ASML?
Shares of American Express $AXP are down 29% since the beginning of the year, which at first glance looks dramatic. But as is often true in the markets: it's times like these that long-term opportunity can lurk. For AXP remains a company with a strong brand, a loyal customer base, and stable revenues that are less recession-sensitive than those of its competitors.
Read more
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I've had $MA in my portfolio for quite a while now and I'm happy. The $AXP looks good too and it's currently very cheap.
There will be a lot of interesting companies reporting results next week, plus high volatility. I will definitely be interested in the results of $BAC, $ASML, $TSM and $NFLX.
Which companies will you be interested in?
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Netflix could be quite interesting, and if the results were worse and the stock fell, I might buy.
📊 JPMorgan Chase shone with results. But CEO Dimon warns: Don't expect calm waters!
JPMorgan Chase $JPM, the largest U.S. bank by assets, posted quarterly results that far exceeded analysts' expectations. Earnings per share came in at $5.07, compared to the consensus estimate of $4.61. Net income rose year-over-year by 9 % to $14.64 billion, sales up 8 % to USD 46.01 billion, ma...
Read more
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I have $BAC in my portfolio, so I'm waiting for the results, but I'm probably expecting a cautious outlook comment too, probably not very positive.