It seems to me that Oracle’s drop of more than 36% from its peak isn’t entirely surprising and, in my view, may offer an interesting opportunity—but it’s definitely not without risks. After the sharp rise Oracle experienced, investors are somewhat “out of breath.” That growth was driven by an enormous backlog of orders—the company reports remaining... Read more
$NFLX split its shares 10-for-1 today
Netflix today carried out a 10-for-1 stock split. Each investor received nine new shares for every one original share, so they now own ten shares instead of one.
The aim of the move is to lower the price of a single share to make it more accessible to employees and small investors. A lower price can bring increased trading interest and... Read more
Do you have energy-sector stocks in your portfolio that could benefit from the growth of large data centers and AI?
I read an interesting post here about Siemens Energy ($ENR.DE), which has surged this year and is incredibly strong. These companies will now be hugely important for firms that build data centers and develop their own AI.
I believe Markel showed very disciplined and improving underwriting in the third quarter. Their combined ratio improved to roughly 93 % versus 97% last year, as they stated on the earnings call. This is crucial for an insurance company, because lower combined costs mean more of the premium should remain as margin for... Read more
Stock markets are sliding today as investors watch the potential impacts of a paralysis of the U.S. federal government. The S&P 500 and Nasdaq Composite indices are falling, with the Nasdaq down nearly 1.8% and the S&P 500 down around 1.2%. The Dow Jones Industrial Average is also weakening as markets adjust for risks tied to political uncertainty. The threat of a... Read more
$ORCL down 36% from its ATH
It seems to me that Oracle’s drop of more than 36% from its peak isn’t entirely surprising and, in my view, may offer an interesting opportunity—but it’s definitely not without risks. After the sharp rise Oracle experienced, investors are somewhat “out of breath.” That growth was driven by an enormous backlog of orders—the company reports remaining...
Read more
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After the recent run-up it’s still expensive and I wouldn’t invest in it now. I’ll definitely wait longer and buy at a better price.
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$NFLX split its shares 10-for-1 today Netflix today carried out a 10-for-1 stock split. Each investor received nine new shares for every one original share, so they now own ten shares instead of one. The aim of the move is to lower the price of a single share to make it more accessible to employees and small investors. A lower price can bring increased trading interest and...
Read more
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Retail sentiment will probably be better, but I don't see anything special about it. :)
Do you have energy-sector stocks in your portfolio that could benefit from the growth of large data centers and AI?
I read an interesting post here about Siemens Energy ($ENR.DE), which has surged this year and is incredibly strong. These companies will now be hugely important for firms that build data centers and develop their own AI.
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This sector needs to grow at about the same rate as AI companies; otherwise there won’t be enough energy and it won’t be able to operate.
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Markel Group $MKL-Interesting competitor $UNH
Hello, investors,
I believe Markel showed very disciplined and improving underwriting in the third quarter. Their combined ratio improved to roughly 93 % versus 97% last year, as they stated on the earnings call. This is crucial for an insurance company, because lower combined costs mean more of the premium should remain as margin for...
Read more
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Does it make sense for you to buy even at the current valuation?
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Markets in Turmoil: The Fed’s Growing Reluctance to Cut Rates in December
US SHUTDOWN
Stock markets are sliding today as investors watch the potential impacts of a paralysis of the U.S. federal government. The S&P 500 and Nasdaq Composite indices are falling, with the Nasdaq down nearly 1.8% and the S&P 500 down around 1.2%. The Dow Jones Industrial Average is also weakening as markets adjust for risks tied to political uncertainty. The threat of a...
Read more
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The Fed shook things up a lot with that move, but I think it's just playing games with us and will continue to cut rates.
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