Over the past months, $NIO has shown a fairly clear turnaround — the company has started delivering on its volume promises and accelerated expansion outside China, but the stock has reacted only lukewarmly because the market still doesn’t believe in long-term profitability. The story driving the company right now is mainly growth in delivered cars, the milestone of nearly a... Read more
Since the end of February, shares of $XYZ have risen by more than 30% after the announcement of layoffs affecting over 40% of employees. I’ve been following the company for some time and the business looks great, but over the long term the shares tend to move sideways and are quite volatile.
What’s your opinion on $XYZ? Does it make sense to invest in a company like this, or... Read more
I talked about the company in my new YouTube video — after the announcement the shares jumped 18%. It feels a bit extreme to me that a stock rally would be triggered just by news of nearly half the employees being laid off. Sure, cutting headcount reduces costs and can boost margins, but for me the question is the sustainability of those profits. 👀
Amazon $AMZNtapped the U.S. bond market for $37 billion and, together with a planned euro issuance, the total could approach $50 billion. That makes it one of the largest corporate debt offerings in history, moreover without being driven by any major acquisition.
I'm thinking of expanding my portfolio with a stock from the healthcare sector. It seems like a relatively stable industry that becomes more important year by year. At the same time, this company's valuation doesn't look overly stretched. I haven't studied Novartis in detail yet, so I'd appreciate any opinions. I would also welcome... Read more
I mostly had $CVS from that sector, which I bought after the big drops in 2024. It was still possible to get in at the start of 2025. The problem is that I don't think there's much potential left there now, so I sold the shares. In any case, I don't plan to include Novartis in my portfolio. On the other hand, United Health $UNH could be higher in a few years compared with today's prices.
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Stable Inflation May Be the Calm Before a Geopolitical Storm
Over the past months, $NIO has shown a fairly clear turnaround — the company has started delivering on its volume promises and accelerated expansion outside China, but the stock has reacted only lukewarmly because the market still doesn’t believe in long-term profitability. The story driving the company right now is mainly growth in delivered cars, the milestone of nearly a...
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This year the shares could easily rise, but it will depend heavily on geopolitics and upcoming results.
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Tesla’s third year of delivery pain: when does the volume slide end, and does the AI bet pay off?
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Volkswagen’s 2025 earnings squeezed by tariffs and Porsche shift, but cash engine still runs
Since the end of February, shares of $XYZ have risen by more than 30% after the announcement of layoffs affecting over 40% of employees. I’ve been following the company for some time and the business looks great, but over the long term the shares tend to move sideways and are quite volatile.
What’s your opinion on $XYZ? Does it make sense to invest in a company like this, or...
Read more
Zobrazit další komentáře
I talked about the company in my new YouTube video — after the announcement the shares jumped 18%. It feels a bit extreme to me that a stock rally would be triggered just by news of nearly half the employees being laid off. Sure, cutting headcount reduces costs and can boost margins, but for me the question is the sustainability of those profits. 👀
https://www.youtube.com/watch?v=z2ddXSa8CNk
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High‑quality software growth: does the current valuation still leave upside?
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The 3 Most Indebted Companies in the S&P 500
Amazon $AMZN tapped the U.S. bond market for $37 billion and, together with a planned euro issuance, the total could approach $50 billion. That makes it one of the largest corporate debt offerings in history, moreover without being driven by any major acquisition.
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Another great strategic move that will bring Amazon a lot of money. I'm a bit surprised the shares aren't reacting to it at all.
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We just launched Fair Price Index — an institutional-grade stock valuation tool covering 37,000+ stocks worldwide.
Three independent models (DCF, relative valuation, analyst consensus) converge into one fair price signal. Updated daily.
See how the biggest names stack up right now:
• AAPL trades 35% above fair value
• TSLA trades 48% above fair value
• MSFT trades 23% above fair...
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Oracle’s cloud-fueled quarter shows what 20%+ growth looks like when AI demand hits the income statement
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NIO reaches first quarterly profit as multi-brand EV strategy starts to show operating leverage
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When a founder sells: How Thiel’s move reshapes the Palantir stock debate
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Is anyone here investing in shares of $NVS?
I'm thinking of expanding my portfolio with a stock from the healthcare sector. It seems like a relatively stable industry that becomes more important year by year. At the same time, this company's valuation doesn't look overly stretched. I haven't studied Novartis in detail yet, so I'd appreciate any opinions. I would also welcome...
Read more
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I mostly had $CVS from that sector, which I bought after the big drops in 2024. It was still possible to get in at the start of 2025. The problem is that I don't think there's much potential left there now, so I sold the shares. In any case, I don't plan to include Novartis in my portfolio. On the other hand, United Health $UNH could be higher in a few years compared with today's prices.
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Top 10 S&P 500 Stocks Delivering the Biggest Gains This Year
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Lockheed Martin locks in fresh F-35 and radar cash flows through 2031