Novo Nordisk $NVOis nicely returning to previous levels. Do you know what caused that rebound and upward trend? I'm glad I added to my position :). What scenario do you see for the future and what is your outlook going forward?
I own $MC.PA and I'm not very satisfied. Overall, stocks in this sector have dropped a lot and the situation still isn't ideal. I used to look at $RMS.PA, but I don't want to invest in them anymore.
I would like to ask if you invest in India, whether through an ETF $INDY or by stock picking. It's at least interesting to consider if we're thinking about the future and not focusing only on China. So far my personal view is a bit skeptical, which is why I'm asking you.
Do you invest in India? Are you considering it, or are you not... Read more
Good evening investors, I’d like to ask what you think about the recent investment by $ASML in Mistral AI, where after investing €1.3 billion it became the largest shareholder with an 11% stake? And what impact do you think this will have on the company?
Although CEO $ASML Christophe Fouquet emphasized that the main purpose is to use AI within the company itself and that they... Read more
What do you think about European banks? Do you have any in your portfolio?
European banks continue to show strong fundamentals, although investor views on this sector remain divided, according to Barclays. The bank noted that "the earnings outlook remains broadly strong, driven primarily by revenues," and it is particularly optimistic about British, French, and German banks.
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Novo Nordisk $NVO is nicely returning to previous levels. Do you know what caused that rebound and upward trend? I'm glad I added to my position :). What scenario do you see for the future and what is your outlook going forward?
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https://finance.yahoo.com/news/novo-nordisk-ozempic-reduces-risk-084500624.html
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What's your opinion on luxury sector stocks?
I own $MC.PA and I'm not very satisfied. Overall, stocks in this sector have dropped a lot and the situation still isn't ideal. I used to look at $RMS.PA, but I don't want to invest in them anymore.
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Looks like we're all holding $MC.PA 😃. I'm also down, but so far it looks like it could bounce back.
Mastercard | Q2 2025: 17% revenue growth and continued strength in cross-border payments
Investing in India?
Hello fellow investors,
I would like to ask if you invest in India, whether through an ETF $INDY or by stock picking. It's at least interesting to consider if we're thinking about the future and not focusing only on China. So far my personal view is a bit skeptical, which is why I'm asking you.
Do you invest in India? Are you considering it, or are you not...
Read more
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I've looked into it and it's an interesting market, but I'm not investing in it yet. If I were to invest, I'd only buy an ETF.
VICI Properties | Q2 2025: AFFO growth, new projects and increased full-year outlook
Good evening investors,
I’d like to ask what you think about the recent investment by $ASML in Mistral AI, where after investing €1.3 billion it became the largest shareholder with an 11% stake? And what impact do you think this will have on the company?
Although CEO $ASML Christophe Fouquet emphasized that the main purpose is to use AI within the company itself and that they...
Read more
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What do you think about European banks? Do you have any in your portfolio?
European banks continue to show strong fundamentals, although investor views on this sector remain divided, according to Barclays. The bank noted that "the earnings outlook remains broadly strong, driven primarily by revenues," and it is particularly optimistic about British, French, and German banks.
Zobrazit další komentáře
I have KB, Moneta, and HSBC, but right now they don’t seem interesting price-wise. Otherwise I don’t really follow them....
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