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Hĺbkové analýzy, research a know-how, ktoré ti šetria čas a zároveň ťa učia budovať vlastné investičné tézy.

Timo Holub Creator

@medvedabyk

A long-term investor, I try to seek deep value where the market is currently overlooking it. I'm mainly interested in fundamental growth, margins, cash flow, MOAT, and management's ability to deliver results.

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Creators on Bulios share their own experience and approach, but nothing here is investment advice. Bulios does not vouch for creator content. More in the Terms of Service.

Timo Holub @medvedabyk 2d

We are starting to see rotation on the market from chips into software 🔄 The best current examples are Broadcom and Snowflake.

Timo Holub @medvedabyk 6d

Salesforce reported great numbers for Q2 2027. But a new big battle for the brain of companies is emerging.

Timo Holub @medvedabyk Aug 21

AWS is expected to generate $1 trillion in revenue over an 8-10 year horizon and Amazon stock could reach $500 by the end of 2027?

Timo Holub @medvedabyk Aug 18

30-year US bonds above 5.3%. A warning for stocks?

The yield on 30-year US government bonds rose today to around 5.3%, the highest since 2007.

At first glance, that may look bad. But the mere similarity of yields doesn't mean a financial crisis awaits. It's far more important to understand why yields are rising and what that means for stocks.…

Timo Holub @medvedabyk Aug 13

Lately there has been a lot of talk about AppLovin (APP). Is this another Trade Desk (TTD)?

Timo Holub @medvedabyk Aug 9

The market is at record highs. Since the start of the year we have already seen 26 new all-time highs for the S&P 500, and the index crossed 7,700 points for the first time in history.

⌘ K