I've been investing for just under a year and my portfolio is mostly made up of Google, Amazon, Novo Nordisk, and SoFi. I recently bought more Grab. In recent weeks some stocks have been falling, so I decided to add to my positions—mainly Amazon and SoFi.
I want to further diversify and "secure" my portfolio, so I'd like to buy something. I thought of $WMT, $KO, $PEP... Read more
I agree with the others; safe stocks are very expensive right now, but I definitely wouldn't be afraid of Berkshire Hathaway — it currently sits on massive cash and if a downturn or crisis comes, it will certainly take advantage of it!
Do you have any cybersecurity stocks in your portfolio?
In my opinion these companies will be much more important in the coming years than they are today, because with the rise of AI the number of cyberattacks will also grow and companies will want to keep their data as well protected as possible. I'm betting on $CRWD, but I also find $PANW , $FTNT or $S interesting.
Moderna shares $MRNA fell roughly 8% after the market close after the company announced that the U.S. regulator FDA declined to start a review of its application to approve the influenza vaccine mRNA-1010...
Here it is, ladies and gentlemen. Today we’re heading downhill — $SPGI cut its outlook, even though the numbers beat expectations, and the stock is already feeling it; of course it’s being followed by $MSCI and others.
So what exactly were SPGI’s results and is the stock’s decline justified? We’re reaching unprecedented levels.
This week brings results from several key positions in my portfolio. Here is an overview with my take on each, supported by a rationale.
$KO : I expect a standard report with minimal surprises; in turbulent times this is a stock that holds its value and serves as a safer haven. Rationale: Consensus estimates Q4 2025 EPS $0.57 (+3.6... Read more
I see that shares of $HIMS have fallen more than 60% from their all-time highs (ATH), which is no small amount. I personally don't follow this company closely right now, but I'd be interested to know the main reasons for this decline.
Does anyone have any idea why $HIMS shares have dropped so significantly? Do you see it more as an opportunity or as a trap?
I own some and I'm considering buying more. They have excellent results, the market is large, and they've even started international expansion in telehealth. The market may be wondering whether that rapid growth is sustainable. And in the US everyone is probably nervous about Trump's interference in this segment. They'll likely be sparring again with the big US market player, company $NVO, over the weight-loss drug they devised themselves, with Wegovy as their benchmark. It probably isn't for someone who doesn't like big swings, but their business model is hard to deny.
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Why the Dow Jones Is Reaching Record Levels and Outperforming the S&P 500
Hi everyone,
I've been investing for just under a year and my portfolio is mostly made up of Google, Amazon, Novo Nordisk, and SoFi. I recently bought more Grab. In recent weeks some stocks have been falling, so I decided to add to my positions—mainly Amazon and SoFi.
I want to further diversify and "secure" my portfolio, so I'd like to buy something. I thought of $WMT, $KO, $PEP...
Read more
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I agree with the others; safe stocks are very expensive right now, but I definitely wouldn't be afraid of Berkshire Hathaway — it currently sits on massive cash and if a downturn or crisis comes, it will certainly take advantage of it!
Do you have any cybersecurity stocks in your portfolio?
In my opinion these companies will be much more important in the coming years than they are today, because with the rise of AI the number of cyberattacks will also grow and companies will want to keep their data as well protected as possible. I'm betting on $CRWD, but I also find $PANW , $FTNT or $S interesting.
Zobrazit další komentáře
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There's definitely potential there. At the moment, though, I don't like the price of any of them enough to open a position.
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Financial infrastructure with rising dividends and 38%+ margins
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Software Stocks Slumped Up to 50% — Panic or Value Reset?
Moderna shares $MRNA fell roughly 8% after the market close after the company announced that the U.S. regulator FDA declined to start a review of its application to approve the influenza vaccine mRNA-1010...
...Read more
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Similarly, $PFE is in the same position, because it also has to expand its portfolio and needs to get income from other sources.
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Down 22% in a month: a real opportunity if SoFi executes in 2026
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Here it is, ladies and gentlemen. Today we’re heading downhill — $SPGI cut its outlook, even though the numbers beat expectations, and the stock is already feeling it; of course it’s being followed by $MSCI and others.
So what exactly were SPGI’s results and is the stock’s decline justified? We’re reaching unprecedented levels.
Thanks
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Today I'll probably start dollar-cost averaging (DCA) into this company gradually.
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Software’s Historic Sell-Off: Is the Worst Already Priced In?
SpaceX wants to build a base on the Moon. And the market is already thinking about only one thing: When will the IPO happen?
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I've read a bit about it too, and the IPO will probably happen eventually, but it will take some time.
SpaceX wants to build a base on the Moon. And the market is already thinking about only one thing: When will the IPO come?
Read more
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I've read a bit about it too, and the IPO will probably happen eventually, but it'll take some time.
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$4 billion in orders and satellites about to go live: execution finally takes center stage
Results from companies in my portfolio this week
This week brings results from several key positions in my portfolio. Here is an overview with my take on each, supported by a rationale.
$KO : I expect a standard report with minimal surprises; in turbulent times this is a stock that holds its value and serves as a safer haven. Rationale: Consensus estimates Q4 2025 EPS $0.57 (+3.6...
Read more
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I'll be very interested in inflation, because it can change a lot of things again.
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The Most Distressed Stocks in the DAX in 2026
I see that shares of $HIMS have fallen more than 60% from their all-time highs (ATH), which is no small amount. I personally don't follow this company closely right now, but I'd be interested to know the main reasons for this decline.
Does anyone have any idea why $HIMS shares have dropped so significantly? Do you see it more as an opportunity or as a trap?
Zobrazit další komentáře
I own some and I'm considering buying more. They have excellent results, the market is large, and they've even started international expansion in telehealth. The market may be wondering whether that rapid growth is sustainable. And in the US everyone is probably nervous about Trump's interference in this segment. They'll likely be sparring again with the big US market player, company $NVO, over the weight-loss drug they devised themselves, with Wegovy as their benchmark. It probably isn't for someone who doesn't like big swings, but their business model is hard to deny.