Gevorkyan has successfully underwritten the second tranche of a EUR 7.5 million green bond, which will be used to invest in more efficient technologies with a positive environmental impact, including the purchase of efficient machinery and the development of renewable energy sources.
Nu Holdings Ltd.: The changing future of growth
Nu Holdings Ltd. $NU, the parent company of the popular Nubank, has grown substantially in the past year and the stock has doubled in value. However, according to Malcolm Dorson, its previously unequivocal growth trajectory may now be in jeopardy due to several uncertain factors.
Dorson said the future course of the company's...
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Flutter Entertainment: strong market position and positive investment outlook
Current stock status and development
Flutter Entertainment PLC $FLUT, a leading player in the online sports betting industry , was recently rated positively by analysts at Wells Fargo. Analyst Daniel Politzer upgraded the stock from "equal weight" to "overweight" after the stock fell 8.8%, indicating...
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There is definitely potential here, but it's too small a company for me to invest in.
TKO Group: success in mixed martial arts
Popularity and growth
TKO Group $TKO is another investment pick with a positive outlook, as predicted by analysts at Goldman Sachs. The company owns the Ultimate Fighting Championship (UFC) franchise , which is one of the most prominent players in the mixed martial arts (MMA) field . The popularity of MMA is on the rise globally, and...
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Well, it's interesting, but the price is pretty high right now. We'll see what the next results are.
VeriSign Inc.: A monopoly player in the domain name market
VeriSign Inc. $VRSN is a global leader in registration services and the administrator of the Domain Name System (DNS), which includes the vast directories that connect website names with their corresponding IP addresses. This critical player in the Internet infrastructure owns the exclusive rights to register two of the...
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That monopoly position is great and currently the stock is quite undervalued.
Kofola ČeskoSlovensko achieves excellent results for 2Q 2024, EBITDA outlook closer to the upper limit
Kofola $KOFOL.PR recorded very successful results in the second quarter of this year. Revenues grew by 33.7% compared to the same period last year and reached CZK 3.129bn, which was in line with expectations. However, profitability exceeded not only analysts' expectations but...
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CHEWY SHARES YES/NO?
1. Chewy as a growth stock with volatile results in 2024
-$CHWY is experiencing volatility due to expected lower pet spending.
- The stock has recovered due to positive results and the influence of investor Keith Gill.
- Shares are up more than 35% this year but have lost 18% from the June high.
2. Chewy's strong recurring business model
- 78.4% of...
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Well, if it was as you write, the company could start to do well and now might be a good time to buy.
Pickleball fever in the USA: Life Time Group Holdings benefits from huge growth and plans further expansion
Pickleball, a fast-growing sport, is experiencing a boom in the US, leading to a 53% increase in the number of players by 2023. This trend has become a key opportunity for fitness and sports services companies, with one of the most notable being Life Time Group Holdings $L...
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Well I prefer not to have these not very well known and not very big companies in my portfolio.
Dutch Bros - Rapid expansion and sales growth
1. Dynamic network growth:
- Store expansion: $BROS has almost doubled the number of stores to 912 in the three years since its IPO in 2021.
- Strong Revenue Growth: $BROS has grown revenue 30% or more every quarter since IPO, with same-store sales also growing 4% in Q2 2024.
2. Valuation and profitability challenges:
- High...
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I honestly wasn't that interested. Do you think you could always write in a short sentence at the beginning of these lesser known stocks what the company does and what products/services it offers? For me, that would be a great addition, it makes it easier to navigate, as knowing what the company does and what sector it's in, I can judge it against competitors for example.
Redfin Corporation (RDFN) - Preparing for market recovery
1. Current status:
- Pandemic Growth and Subsequent Decline: $RDFN experienced sharp growth during the pandemic, but its stock subsequently plunged as interest rates rose.
- Stable Situation: Despite the decline, $RDFN has held its ground in the market, preparing for new opportunities.
2. Changes in the real estate...
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Probably nothing for me. Those numbers don't look very nice. To put a stock in my portfolio, I need the company to have good fundamentals.
Cybersecurity and Okta - Strengthening Security and Financial Growth
1. Identity Protection and Security:
- A leader in cloud-based identity management: Okta $OKTA is focused on improving its security framework.
- Post-Breach Resilience: Despite security breaches in 2022 and 2023, the company remains strong.
2. Acquisition and innovation:
- Acquisition of Spera Security:...
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The price looks interesting, but so far I only have $CRWD in my portfolio from this sector.
AECOM - CONSTRUCTION AND INFRASTRUCTURE MANAGEMENT
Aecom $ACMa company specializing in construction and infrastructure management, received a positive rating from analyst Michael Feniger of Bank of America, who described it as "stable in rough seas." Feniger rated Aecom stock as a good fit for investors in the currently volatile macroeconomic environment, despite the recently...
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That looks interesting. It's a nice sector and the focus is interesting. The stock is steadily rising nicely, so I'm adding it to the watchlist.
QUALCOMM AND THE INTEGRATION OF AI INTO MOBILE DEVICES
Qualcomm $QCOM has established itself as a major player in technology innovation in recent years, particularly through its focus on incorporating artificial intelligence (AI) applications into mobile devices. Traditionally known for its components in mobile phones, Qualcomm has undergone a major transformation and now offers...
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It looks very interesting and I like the vision. I'll have to look into it more.
KROGER - INTERESTING DIVIDEND
Kroger $KR is a major player in the grocery retail market, and its strong position in the industry has delivered solid financial results even during economic uncertainty. The company benefits from its extensive network of local stores that serve a wide range of customers, and this allows it to deliver long-term returns to shareholders in the range...
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Fine company, I used to look at them, but I don't want their stock in my portfolio.
Chipotle Mexican Grill: growth potential in the hospitality industry
Chipotle Mexican Grill $CMG features a unique menu and company culture that set it apart among restaurant operators. With more than 3,400 locations worldwide, the company shows significant growth potential. In the first quarter of 2024, the company achieved revenues of $2.7 billion, representing a 7% year-over...
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The company is really very solid. I like what they do and how they do it. After the recent split, the price per share has weakened significantly and this week looks like more discounting thanks to the market situation. Would I invest?
That assessment is great. I don't know if it's a stock I'd want to have in my portfolio, but if the price were lower, I might buy at least for my speculative portfolio.