Investor Bez Kravaty Creator

🔥 VICI ZA 22,50 $: SCREAMING BUY? Rozoberám 8 % dividendu, valuáciu, book value aj riziká

🔥 VICI AT $22.50: 8% DIVIDEND AND BELOW BOOK VALUE. SCREAMING BUY? $VICI

NU Holdings after the sell-off: The price is attractive for me again. And Monzo could open the door to Europe $NU

📈 5 quality companies I want to keep building in my portfolio

I've already built the core of my portfolio and now I'm looking for other companies to gradually direct new money into.

I'm not trying to time the absolute bottom. I'm looking for quality businesses, a reasonable price, and a long-term horizon.…

I don't buy stocks because they're going up. I buy them because I understand the company. $META

🔥 META: Muse is exactly the reason I bought this company $META

UBER after the drop: One of the best opportunities on the market? I'm buying

🔥 5 quality stocks near 52-week lows

The market is still relatively high, but beneath the surface there are several quality companies that have been hit hard.

In the video, I look at:…

🔥 I made a change in a $95,000 portfolio

I decided to sell one stock and at the same time opened a new position.

In the video I explain why I removed the original company, what I bought instead, and where I want to direct the new capital next.…

🔥 FICO is down about 20% today. What happened and is the investment thesis changing? $FICO

🚀 TOP 7 STOCKS FOR SEPTEMBER

New month = new selection of stocks that make the most sense to me at today's prices.

In the video, I picked 7 companies where I see a combination of quality, growth, and still interesting valuation.…

🍔 McDonald's after the drop: boring company or one of the highest-quality compounders on the market?

$MCD

📉 2 quality stocks are significantly below their highs. One of them about −50%.

In the new video, I discuss two completely different companies, their business, valuation, risks and scenarios up to 2030.

With one, I was mainly intrigued by the long-term technological optionality, with the other by an extremely high-quality and predictable business model.…

🔥 Xiaomi after a ~55% drop from its all-time high. Is this company much more than just a phone maker?

📈 $94,000 Portfolio: Why I Believe It Can Beat the Market Long-Term

Today I took a closer look at my portfolio.

Current value is approximately $94,000 and the more I look at its composition, the more satisfied I am with where my investment strategy has gradually shifted.…

🔥 Meta faced a $1.4 trillion threat. In the end it will pay a fraction, and I think it comes out of the dispute as a winner

🔥 Superinvestors are buying similar stocks to me. Confirmation that my strategy makes sense?

Over the past few days I've been going through the latest reports of investors I've been following for a long time.

Bill Ackman. Pat Dorsey. Dev Kantesaria. Chuck Akre. François Rochon. Terry Smith.…

🔥 NEW STOCK PURCHASE OF €1,000!

My portfolio is currently worth about $93,000, and I just invested another €1,000 into one particular company.

I won't reveal which stock I bought yet. 😅…

🏢 REITs after years of underperformance: one of the most interesting opportunities in the market?

Over the past few days I've dug a bit deeper into REITs, and the more I look at them, the more I like today's setup.

Not because "they've fallen a lot, so they must rise."…

🔥 THE BEST OPPORTUNITY IN THE MARKET?

According to my model, this quality stock could double by 2030.

The market sees massive AI investments and falling free cash flow. I see record cash flow, a strong core business and several new growth engines.…

🔥 META at $595: 11.7× record operating cash flow and a wealth of unpriced opportunities. This is my complete thesis. $META