Does anyone else have $WBDstock in their portfolio ?
Shares fell 5% yesterday after a major shareholder sold a stake for over $1 billion. The price is still moving up and down, but in the long run it's going more sideways. I've had $WBD in my portfolio for a while because I was expecting a change and believed the business would change, but it hasn't and I don't think we'll see... Read more
☁️ Oracle at historic highs! Shares of Oracle $ORCL, which specializes in enterprise software, database systems and cloud services, jumped to all-time highs after the company announced it will begin generating more than $30 billion a year from a new cloud deal starting in fiscal year 2028.
A lot of US stocks have already regained their ATH and it looks like the rise will continue. Personally, I don't buy much anymore because I find it expensive. The exception for me is European stocks, so I will continue to overbuy $NVO.
What about you? What stocks do you still find cheap or fairly valued?
Do you currently have a stock in your sights that you think could be the "second Palantir" (+1,391% over 5 years)? I'd like to look for something new, maybe a bit riskier, but with an interesting business model.
📅 This week's key events! Important events this week will be labour market and macroeconomic indicators. Friday will be quiet on the stock markets due to Independence Day.
🎙️ Tuesday Fed Chairman Powell's Speech - What is his view on the current state of the US economy? 🏭 ISM Manufacturing PMI - An indicator of the current health of the industry. 💼 JOLTS Job Openings - An important... Read more
Does anyone else have $WBDstock in their portfolio ?
Shares fell 5% yesterday after a major shareholder sold a stake for over $1 billion. The price is still moving up and down, but in the long run it's going more sideways. I've had $WBD in my portfolio for a while because I was expecting a change and believed the business would change, but it hasn't and I don't think we'll see...
Read more
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I haven't followed this company for a long time because they have a lot of debt and the growth is lousy.
VICI Properties Q1 2025: AFFO growth, investment in luxury projects and expansion
☁️ Oracle at historic highs!
...Shares of Oracle $ORCL, which specializes in enterprise software, database systems and cloud services, jumped to all-time highs after the company announced it will begin generating more than $30 billion a year from a new cloud deal starting in fiscal year 2028.
Read more
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It's good business, but the valuation is already very high. I'd buy the stock, but it would have to be cheaper.
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This is negative news, but the stock quickly erased the loss.
The forgotten cloud leader with a 20% return on capital and a dividend on top
A lot of US stocks have already regained their ATH and it looks like the rise will continue. Personally, I don't buy much anymore because I find it expensive. The exception for me is European stocks, so I will continue to overbuy $NVO.
What about you? What stocks do you still find cheap or fairly valued?
Zobrazit další komentáře
A month ago I was buying cheap $NVDA and now I'd rather save my money for the next drop.
Nike ends fiscal year 2025 with deep revenue decline and launches "Sport Offense" strategy
Do you currently have a stock in your sights that you think could be the "second Palantir" (+1,391% over 5 years)? I'd like to look for something new, maybe a bit riskier, but with an interesting business model.
Zobrazit další komentáře
Frankly, I'm not looking for such shares yet, and I don't want to, because it might not turn out well.
Archer Aviation: air taxis closer to reality than science fiction
🚀 Company background and vision
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For me, this is more of a sci-fi thing, so it's not really appealing to me.
Micron | 3Q FY2025: Record sales, growth in AI memory and strong cash flow
📅 This week's key events!
Important events this week will be labour market and macroeconomic indicators. Friday will be quiet on the stock markets due to Independence Day.
🎙️ Tuesday
Fed Chairman Powell's Speech - What is his view on the current state of the US economy?
🏭 ISM Manufacturing PMI - An indicator of the current health of the industry.
💼 JOLTS Job Openings - An important...
Read more
Zobrazit další komentáře
I've also read that there's supposed to be a law being passed and it's not certain if it will be passed, so that could be interesting.