📉 ON Semiconductor: strong numbers, but shares are falling! ON Semiconductor $ONis an American technology company specializing in the development and manufacture of semiconductor components used in automotive, industrial automation and artificial intelligence technologies. The company delivered results exactly as expected. Earnings per share of $0.53 exactly met analyst... Read more
I think $BRK-B is already at a decent discount. The stock is down 14% since its ATH and the decline may not be over yet. While the S&P 500 continues to rise, $BRK-B is headed in the opposite direction and I think that creates a very interesting opportunity. I may finally establish a position.
How do you see it? Are you buying $BRK-B at a discountright now ?
Hey, I'm thinking about it too, but I'm holding back for now. I realize it may not get there at all, but I would like a price somewhere around $400, after all, Buffett won't be around much longer, as of the new year the company will be going purely without him, and I'm not saying he's the only one who can do it, but without him I think the company will lose some popularity and interest which could lead to a sell-off, and most importantly, by the next few years I don't think there will be as much growth and I see it more as a kind of "insurance policy" in the portfolio. 😊
This positive $PLTR stock news is available only to Bulios Black members.
🌐Palo Alto Networks buys CyberArk for $25 billion! Palo Alto Networks $PANW announced the largest acquisition in its history. The company announced the purchase of Israeli identity management specialist CyberArk $CYBR in a deal worth $25 billion, firmly establishing it as a leader in the so-called identity security space as well. This segment is increasingly important in a world... Read more
📅 This week's key market events! Earnings season continues, especially in the technology and pharmaceutical sectors. Added to this are macro data that may stir market expectations for the next rate hike. Here's a round-up of the highlights:
🔵 Monday Results before the markets open: OnSemiconductor$ON - need to watch demand for chips in the automotive sector Tyson Foods$TSN - price... Read more
Palantir will report the results today. The stock has rallied very nicely last year and this year and is already expensive for most investors. I bought in under $100 this year, even though it was a risk, and have been in decent profit since. If the stock drops below $120, I would buy again.
What is your opinion on the current valuation of $PLTRstock ?
Palantir will report the results today. The stock has rallied very nicely last year and this year and is already expensive for most investors. I bought in under $100 this year, even though it was a risk, and have been in decent profit since. If the stock drops below $120, I would buy again.
What is your opinion on the current valuation of $PLTRstock ?
What do you think is the difference between investment and speculation?
To me, an investment is something that has fundamentals and intrinsic value backed by numbers. I invest with the belief that it makes sense in the long run.
Speculation is the opposite for me. It's more of a bet that sentiment will change or that results will improve in the future, but it has no value now.
Lockheed Martin | Q2 2025: Sharp drop in profitability due to one-time losses
📉 ON Semiconductor: strong numbers, but shares are falling!
ON Semiconductor $ON is an American technology company specializing in the development and manufacture of semiconductor components used in automotive, industrial automation and artificial intelligence technologies. The company delivered results exactly as expected. Earnings per share of $0.53 exactly met analyst...
Read more
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I have $AMD, but it was similar with them now. The results were great and the company is doing well, but the stock was down a lot too.
I think $BRK-B is already at a decent discount. The stock is down 14% since its ATH and the decline may not be over yet. While the S&P 500 continues to rise, $BRK-B is headed in the opposite direction and I think that creates a very interesting opportunity. I may finally establish a position.
How do you see it? Are you buying $BRK-B at a discountright now ?
Zobrazit další komentáře
Hey, I'm thinking about it too, but I'm holding back for now. I realize it may not get there at all, but I would like a price somewhere around $400, after all, Buffett won't be around much longer, as of the new year the company will be going purely without him, and I'm not saying he's the only one who can do it, but without him I think the company will lose some popularity and interest which could lead to a sell-off, and most importantly, by the next few years I don't think there will be as much growth and I see it more as a kind of "insurance policy" in the portfolio. 😊
LVMH | H1 2025: Luxury under pressure but with an unwavering vision
🌐Palo Alto Networks buys CyberArk for $25 billion!
Palo Alto Networks $PANW announced the largest acquisition in its history. The company announced the purchase of Israeli identity management specialist CyberArk $CYBR in a deal worth $25 billion, firmly establishing it as a leader in the so-called identity security space as well. This segment is increasingly important in a world...
Read more
Zobrazit další komentáře
Acquisitions are great and it will definitely help the company. The stock may fall now, but it will rise in the long run.
📅 This week's key market events!
Earnings season continues, especially in the technology and pharmaceutical sectors. Added to this are macro data that may stir market expectations for the next rate hike. Here's a round-up of the highlights:
🔵 Monday
Results before the markets open:
OnSemiconductor $ON - need to watch demand for chips in the automotive sector
Tyson Foods $TSN - price...
Read more
Zobrazit další komentáře
I will be interested in the results of $NVO, $PFE and $O. So far the results season has been pretty positive, so hopefully that will continue.
Palantir will report the results today. The stock has rallied very nicely last year and this year and is already expensive for most investors. I bought in under $100 this year, even though it was a risk, and have been in decent profit since. If the stock drops below $120, I would buy again.
What is your opinion on the current valuation of $PLTRstock ?
Zobrazit další komentáře
The stock is extremely overpriced and it doesn't make sense to me to buy it now.
Palantir will report the results today. The stock has rallied very nicely last year and this year and is already expensive for most investors. I bought in under $100 this year, even though it was a risk, and have been in decent profit since. If the stock drops below $120, I would buy again.
What is your opinion on the current valuation of $PLTRstock ?
Verizon Q2 2025: Revenue and profit growth, higher outlook and strong cash flow
What do you think is the difference between investment and speculation?
To me, an investment is something that has fundamentals and intrinsic value backed by numbers. I invest with the belief that it makes sense in the long run.
Speculation is the opposite for me. It's more of a bet that sentiment will change or that results will improve in the future, but it has no value now.
Zobrazit další komentáře
This is a good article. Well I'm a Keynesian😃
https://www.patria.cz/zpravodajstvi/4796222/rozdil-mezi-investorem-a-spekulantem-nekdy-temer-nerozeznatelny.html