Meta is considering laying off roughly 20% of its workforce. It would be the largest round of layoffs since 2022. Personally, I see this as positive because the company is trying to become more efficient and the stock could react by rising. $META has been in my portfolio for some time and in the past few weeks I've been adding to my position because the shares are at an... Read more
JD.com$JD launches Joybuy in the UK, Germany, France, the Netherlands, Belgium and Luxembourg as a new online platform that will directly compete with Amazon $AMZN – it will offer electronics, appliances, cosmetics, home products and groceries, plus its own logistics JoyExpress with same-day or next-day delivery in major cities. A network of roughly 60 warehouses and depots at... Read more
Nikkei and Japanese stocks: a new investment story?
After decades of stagnation, the Japanese stock market is returning to the spotlight for investors. The Nikkei 225 index has strengthened significantly in recent years, and more global funds are beginning to increase their exposure to Japan.
There's a lot of talk that TM makes the best EVs, but I'm not sure if that's true. I have $TSLA and $BY6.F in my portfolio, but I have no idea how big a competitor Toyota is to them.
Do you think the amount of cash Berkshire holds today is appropriate? Will the company buy more after the leadership change?
The company $BRK-B still holds a record amount of cash. By the end of 2025 it was roughly $373 billion. The money is mostly held in U.S. Treasury bills, but personally I think the company could already start to reduce some of that cash.
They are still waiting for bigger discounts and don't need to buy anything right now anyway, because a stock like $CVX (one of their largest positions) has risen by 30%.
Even though it looked like FICO was starting to recover after such a sharp drop—gaining over +20% in two weeks—it has since fallen again and is down more than 25% in the last week alone. Here are the main reasons↓
The start of the problem
October 1, 2025 FICO officially launched its Mortgage Direct License Program. With this move it offered banks the... Read more
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Plasma therapies: when a structurally growing niche meets balance sheet stress
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The S&P 500 Sector Nobody Wants to Touch in 2026
Meta is considering laying off roughly 20% of its workforce. It would be the largest round of layoffs since 2022. Personally, I see this as positive because the company is trying to become more efficient and the stock could react by rising. $META has been in my portfolio for some time and in the past few weeks I've been adding to my position because the shares are at an...
Read more
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From a financial perspective it's probably a good move and a step forward; from a moral perspective it's a different matter.
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JD.com $JD launches Joybuy in the UK, Germany, France, the Netherlands, Belgium and Luxembourg as a new online platform that will directly compete with Amazon $AMZN – it will offer electronics, appliances, cosmetics, home products and groceries, plus its own logistics JoyExpress with same-day or next-day delivery in major cities. A network of roughly 60 warehouses and depots at...
Read more
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Amazon isn't just a retailer. I wouldn't paint it so black, gentlemen.
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Disney+ leans into TikTok-style vertical video with Verts to boost mobile engagement
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Nikkei and Japanese stocks: a new investment story?
After decades of stagnation, the Japanese stock market is returning to the spotlight for investors. The Nikkei 225 index has strengthened significantly in recent years, and more global funds are beginning to increase their exposure to Japan.
...Read more
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There's a lot of talk that TM makes the best EVs, but I'm not sure if that's true. I have $TSLA and $BY6.F in my portfolio, but I have no idea how big a competitor Toyota is to them.
Do you think the amount of cash Berkshire holds today is appropriate? Will the company buy more after the leadership change?
The company $BRK-B still holds a record amount of cash. By the end of 2025 it was roughly $373 billion. The money is mostly held in U.S. Treasury bills, but personally I think the company could already start to reduce some of that cash.
Some stocks are at...
Read more
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They are still waiting for bigger discounts and don't need to buy anything right now anyway, because a stock like $CVX (one of their largest positions) has risen by 30%.
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Adobe’s AI push turns into real numbers with record cash flow in Q1 2026
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AI and imaging centers: when a 50 percent drawdown meets a structural tailwind
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4 Massive ETFs With Ultra-Low Fees That Dominate the U.S. Stock Market
Why is FICO falling?📉 $FICO
Even though it looked like FICO was starting to recover after such a sharp drop—gaining over +20% in two weeks—it has since fallen again and is down more than 25% in the last week alone. Here are the main reasons↓
The start of the problem
October 1, 2025 FICO officially launched its Mortgage Direct License Program. With this move it offered banks the...
Read more
Zobrazit další komentáře
I still think it's a great company and that it has a huge moat. Besides, this seems like just a short-term problem.
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PayPay’s US debut: a pure-play bet on Japan’s cashless shift backed by SoftBank and Visa
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PayPal’s rerating case: value stock optics, growth cash flows
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Visa $V and Mastercard $MA are still moving away from their highs. Visa is already back at last April’s levels!
The high-quality businesses of both companies continue to face market pressure. The shares are trading more than 16% below their ATH.
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Not even the highest‑ranking official helped them when he spoke about the outrageous fee gouging.
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Stable Inflation May Be the Calm Before a Geopolitical Storm