Daniela Duong

Have a great Friday, anyone investing in commodities as well? And if so, which way do you choose to invest (for example, gold can be physical too 😉 )? Thanks

Yesterday, $BBY Best Buy reported:

Sales fell 7.8% year-over-year to $9.76 billion, missing analyst estimates of $9.9 billion. Of the total sales, $9 billion came from the U.S. market. Online sales accounted for 30.6%.

Have a nice Monday, what do you think of Zoom $ZM? Thank you

Just now my GoPro $GPRO chin dropped +33% in the last month 😲 I thought I had already missed the train. Do you know what's behind such a big increase? The only thing I can think of right now is the expansion of cloud services,changing subscriptions.

The Home Depot $HD reported results this week, with sales of $37.7 billion. That's a 3% drop compared to the previous year. I had the company in my portfolio earlier and I'm glad I sold its stock in the end. How do you feel about the company?

Integrated Transportation Services $ZIM reported third-quarter earnings per share of -$18.90, missing analysts' estimates of $1.48 by $17.42. Revenue for the quarter was $1.27 billion, compared to the consensus estimate of $1.29 billion. What do you think of the results?

Dole $DOLE is an international company that specializes in the processing and distribution of fresh fruits and vegetables. It will have earnings next week and the last year I've been trying to follow it seems like it could be a good investment. Do you have any experience with their company in terms of investments ?

I was surprised by a piece of news on social media today. The company $META introduced a monthly payment (for us 299 CZK/month) for their social networks without ads or you can still use it for free, but you have to agree to customize the ads, so they take quite a bit of information from you. Interesting move to "get around" EU regulations while continuing to benefit from ads...
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Chinese clothing retailer Shein was the third most valuable startup in the world last year. And now it'd like to float on the U.S. stock market. It's currently preparing an initial public offering in the United States and hopes the offering will value it at $90 billion. I wonder if it will work and if it will have the same boom with investors as it has with customers.

Irish low-cost airline $RYAAY Ryanair Holdings has posted a record profit for the first half of its financial year. Their profits rose 59% to €2.18 billion. It also promised to pay a regular dividend to investors for the first time.

Ferrari $RACE reported record results for Q3 2023. Sales reached 1.54 billion euros ($1.55 billion), up 23.5% year-over-year. Vehicle deliveries were up 8.5% year-over-year. Adjusted EBIT was €423 million ($426 million), up 41.6% year-on-year. Adjusted net profit was 332 million euros ($334 million), up 45.7%. Holt is probably getting more people who can/want to afford it. I...
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$SHEL Shell has released its Q3 2023 results.

Total adjusted revenue was $6.2 billion, up 24% year-over-year. Adjusted net income increased 41% to $5.2 billion. The company reported revenue of $78.01 billion in the period.

$SOFI Technologies reported Q3 2023 results.

Total GAAP revenue increased 27% year-over-year to $537 million. Adjusted sales, which exclude one-time items, were $531 million, up 27% year-over-year. Adjusted operating EBITDA was a record $98 million, up 121% year-over-year.

Have a nice Sunday, how are you browsing on $CVS now please? The purchase price looks great to me considering the company, but I may be viewing some big BUTs.

Have a lovely Sunday, I wonder what all you are driving DCA (if anything)? I'm going ETF + $BRK-B. I also used to ride CEZ, KB and $GOOGL.