To me, an interesting company. In the long term it could make sense, but I’d be cautious, because competitors like $CRM are extremely strong and won’t be easy to take on. A lot will depend on how well HubSpot can sustain growth and margins. I also see the company is trading at low levels. What attracted you to the company?
Investors, have you ever sold a position too early, or conversely, too late? If so, which stock was it?
I try to sell as little as possible and hold stocks for several years, but I remember, for example, $CVS or $MMM, which I sold because of various problems and lawsuits. A few months later they rose by several tens of percent. Timing isn't always right, but that's just part of... Read more
Portfolio under the microscope: My exposure to Dutch stocks – why I hold $ADYEN and am waiting for $ASML
In my portfolio I currently hold only one Dutch stock – $ADYEN.AS . I have two positions in it with a combined weight of about 3% of the portfolio. Both are currently at a loss, but I stay calm and hold them with a medium-term horizon and a target price around 1530 USD.
$ASML is a great company — I bought around $600 and I’m not going to sell! But I didn’t know Adyen and I’ll definitely take a look at the company, thanks!
Blackstone $BX clearly wants to carve out its piece of the AI story — not through chip-company stocks, but via the underlying infrastructure. According to Bloomberg, it is preparing an IPO for an acquisition company of roughly $2 billion that will focus exclusively on buying data centers.
The logic is clear: the AI boom means demand for compute power, electricity and physical... Read more
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
7 Stocks Trading at Near-Zero P/E: Excelent Value or a Hidden Trap?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Citi’s big quarter – and an even bigger payout
What do you think the future holds for $HUBS?
Is anyone invested in it?
Zobrazit další komentáře
To me, an interesting company. In the long term it could make sense, but I’d be cautious, because competitors like $CRM are extremely strong and won’t be easy to take on. A lot will depend on how well HubSpot can sustain growth and margins. I also see the company is trading at low levels. What attracted you to the company?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Johnson & Johnson leans into its “new” twin‑engine model
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Intel’s foundry pivot: from money pit to maybe‑business
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
JPMorgan opens 2026 like a fee machine wearing a bank charter
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Most stock valuation education stops at "what is a P/E ratio."
We just published two advanced guides for investors who want institutional-level analysis skills:
How to Build a Multi-Stage DCF Model
Real companies don't grow at one rate forever. A single-stage DCF assumes they do, which produces unrealistic valuations for any high-growth business.
This guide walks through building a...
Read more
Investors, have you ever sold a position too early, or conversely, too late? If so, which stock was it?
I try to sell as little as possible and hold stocks for several years, but I remember, for example, $CVS or $MMM, which I sold because of various problems and lawsuits. A few months later they rose by several tens of percent. Timing isn't always right, but that's just part of...
Read more
Zobrazit další komentáře
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
I get that you sold $MMM, I was tempted too. Right now, though, I feel like getting rid of it for a pretty solid profit :D.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Top 3 Stocks Leading Massive Buybacks
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Meta is on track to take Google’s ad crown – by growing like a social network, not a mature utility
Portfolio under the microscope: My exposure to Dutch stocks – why I hold $ADYEN and am waiting for $ASML
In my portfolio I currently hold only one Dutch stock – $ADYEN.AS . I have two positions in it with a combined weight of about 3% of the portfolio. Both are currently at a loss, but I stay calm and hold them with a medium-term horizon and a target price around 1530 USD.
...Read more
Zobrazit další komentáře
$ASML is a great company — I bought around $600 and I’m not going to sell! But I didn’t know Adyen and I’ll definitely take a look at the company, thanks!
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Profit jumps by $1 billion: Goldman Sachs starts 2026 like an asset‑management stock trapped in a bank’s body
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
The company that builds the “rails” under the AI boom
Blackstone $BX clearly wants to carve out its piece of the AI story — not through chip-company stocks, but via the underlying infrastructure. According to Bloomberg, it is preparing an IPO for an acquisition company of roughly $2 billion that will focus exclusively on buying data centers.
The logic is clear: the AI boom means demand for compute power, electricity and physical...
Read more
Zobrazit další komentáře
Interesting news — I’ll definitely be following this. Is the IPO expected this year or sometime later?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
5 Stocks Analysts Are Quietly Dumping: A Warning Signal Investors Shouldn’t Ignore