Investor Bez Kravaty

MercadoLibre is cheaper today than it has ever been, even though it doesn’t look that way on paper.

$MELI

BIG TECH IS BEING UNDERESTIMATED. AND IN MY OPINION, WE'RE ONLY AT THE BEGINNING

$AMZN $MSFT $GOOGL $META

The last few months haven't been easy for me as an investor.…

📈 PORTFOLIO UPDATE: +3.32% IN ONE DAY. DAYS LIKE THIS SHOW ITS STRENGTH.

The last trading day was a real blast for my portfolio.

The portfolio gained +3.32%, or roughly $2,900, while:…

📌 3 companies after earnings: I see a generational opportunity in one of them

The earnings season brought more interesting moves. In the video, I discuss Microsoft, Amazon and especially Meta, where I think the market is being too short-sighted about the heavy investments into AI and data centers.

Both Microsoft and Amazon showed that demand for cloud and AI infrastructure…

Amazon post-earnings: my second-biggest position crushed analyst expectations 🚀 $AMZN

Meta vs. Microsoft after earnings: The market punished one and rewarded the other. Why do I hold both as an investor? $META $MSFT

Meta and Microsoft reported results on the same evening, but the market reaction was completely different.

Microsoft showed that its large AI investments are already very visibly translating into Azure, Copilot, revenue, and cash flow.…

📈 TOP 5 STOCKS to BUY after EARNINGS!

The earnings season once again showed how big a difference there can be between the quality of a company's results and the short-term market reaction.

In my new video, I analyze five companies that I believe delivered very strong results, but the market still failed to fully appreciate them.…

📊 S&P Global beat expectations again. Yet the market punished the stock anyway. Opportunity?

What do you think is the most important thing to watch when investing? 🤔

The longer I invest, the more my view changes on what truly creates value.

At the beginning, I focused mainly on P/E, PEG ratio, or whether a stock was cheap.…

A few days ago, my portfolio was worth around $92,000. Today, it's around $86,000.

Honestly? It didn't even faze me.

Not because I'm indifferent to money. But because I try to remind myself of one simple thing every day.…

MSCI after the drop: Why I'm not selling and still see it as an attractive long-term opportunity $MSCI

📌 What did you buy this month?

I just released a new video presenting 7 stocks I find interesting for purchase in July 2026. 📈

Some of them are trading after significant drops, and with others I like the combination of quality, growth, and current valuation.…

📌 PepsiCo After a 30% Drop: 4.4% Dividend Yield Entices, but Free Cash Flow Raises a Red Flag $PEP

I have a +156% profit on ASML. I sold one share and am holding the rest. Why? $ASML

One of the hardest things in investing isn't buying a quality company.

It's holding on when the position is sitting on a huge gain, the stock looks expensive, and you're tempted to "take money off the table."…