The company of billionaire Bernard Arnault is trading 47% below its 2023 high.
The decline is due to a combination of factors. LVMH reported 2025 revenue of €80.8 billion, a 5% year-on-year decrease. The key Fashion & Leather Goods division, which includes brands like Louis Vuitton and Dior, recorded an organic 5% drop in revenue and operating... Read more
I’m still holding a position in my portfolio, but I’m leaving it alone and not worrying about it anymore. The situation in France isn’t great, and that doesn’t help these companies either.
With all the talk today about Nvidia $NVDA being a "bubble", that becomes harder and harder to believe when you look at what the company actually shows at GTC and the outlook it gives. Jensen Huang isn't just tossing out vague AI dreams—he talks about concrete generations of chips (Blackwell, Vera Rubin, the next GPUs after 2027), the whole ecosystem of software and datacenters... Read more
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%.
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Alphabet’s Gemini powers Atlas: can Google build a robotics growth pillar without owning the hardware?
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LVMH $MC.PA is again below €500
The company of billionaire Bernard Arnault is trading 47% below its 2023 high.
The decline is due to a combination of factors. LVMH reported 2025 revenue of €80.8 billion, a 5% year-on-year decrease. The key Fashion & Leather Goods division, which includes brands like Louis Vuitton and Dior, recorded an organic 5% drop in revenue and operating...
Read more
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I’m still holding a position in my portfolio, but I’m leaving it alone and not worrying about it anymore. The situation in France isn’t great, and that doesn’t help these companies either.
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Warning Signs Are Flashing: Could the S&P 500 Be Heading for a 30% Crash?
With all the talk today about Nvidia $NVDA being a "bubble", that becomes harder and harder to believe when you look at what the company actually shows at GTC and the outlook it gives. Jensen Huang isn't just tossing out vague AI dreams—he talks about concrete generations of chips (Blackwell, Vera Rubin, the next GPUs after 2027), the whole ecosystem of software and datacenters...
Read more
Zobrazit další komentáře
I also don't think we're in a bubble. Nvidia is the largest company in the world, and there's a reason for that.
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Nvidia’s GTC 2026: new Groq 3 chip, Vera CPUs and a trillion dollar AI demand call
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Terafab: Tesla’s chip factory plan could ease AI bottlenecks but opens a new capital intensive front
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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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This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
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
Zobrazit další komentáře
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
Zobrazit další komentáře
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%.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Adobe’s AI push turns into real numbers with record cash flow in Q1 2026