Wise investor
@wise_investor
8 Followers
0 Following
Investor and avid student of Warren Buffett's philosophy. I share my thoughts, experiences and insights about investing.
Joined Jan 2024
Posts
Read More
Interesting events coming up in the coming week! 🌐📈
US Inflation (Tuesday):
On Tuesday, we will hear important data on inflation in the US. This data may influence the Fed' s decision . The expectation for the annual rate is 2,9 % and for month-on-month,
growth of 0,2 %.
Coca-Cola $KOResults (Tuesday):
The beverage giant tends to be an indicator of economic activity. What kind of...
Read more
Zobrazit další komentáře
Thanks for the info, it's going to be quite an interesting week that will give the Fed the numbers again and investors speculation on where this could go. 😊
Read More
Interesting investment in the health care and services sector 📈💼
CVS Health $CVS is a global healthcare and pharmacy company with a significant footprint in the US market. Its multi-faceted approach includes pharmacy, healthcare, and even insurance services. CVS' network of pharmacies is widespread and offers comprehensive services, including drug dispensing, health counseling...
Read more
Read More
Interesting perspective on the current situation!🤯
Have a nice Friday night! 📈💼
I read an interesting report regarding the developments in the stock market.🌐💹
While we are witnessing a remarkable rally in the tech sector, it is important to note that the momentum may soon change. Expert Gregory Branche points to a possible turnaround in policy of the Federal Reserve. 💡🏦
We're all...
Read more
Zobrazit další komentáře
There was a bit of a heated debate about probability and I guess I threw in the towel, saying that I personally don't follow these probabilities and I just wait for some data and don't try to predict. Anything like that is just gembl and I can go to the casino and play roulette there for example. Although there will be those who will say that there are systems to play it and count it and so on, even with other games for example, the various probabilities that can be expressed mathematically always end up being that you can never say for sure what's going to happen. What "suit, card, ball ..." or the speech of the person who will influence those markets a lot. 😊
That's why I personally dare not say I'm enjoying the growth of technology right now where I'm invested. At the same time, in a prolonged state of high private interest rates that are negatively impacting other sectors, like Reit, I am taking advantage to buy. Rather, I am trying to look, learning to read individual companies to see which is strong and can withstand this kind of period, and which will be brought to its knees. 😊
Otherwise, I think there will be a reduction this year, I think the election will play a bit of a role in that, of course as it happens everywhere, candidates will take advantage of people's trust, promise them better times, and so on... but once elected it will be different again. What I'm also rather curious about is where will the US debt go again? ...🤔😊
Read More
Costco's Sustained Growth $COSTwhat's next for him?💹
Costco is one of the leading retail giants with an excellent reputation and a robust business model. It specializes in providing quality products at very competitive prices through its membership program. With a history of more than 30 years ,Costco has established itself as a destination for high-value shopping, fostering...
Read more
Zobrazit další komentáře
I more to the $MSFT team nothing against $GOOGL, I had it, made money on it but sold it, maybe it was wrong but I didn't want to have that much technology and Microsoft I keep and will keep on. Would I be buying now? ...Not yet, I got suckered in by the lower prices and now I don't want to at these prices, however, I wouldn't be afraid to say these giants are going up. With Google I see a bit as a risk still, how they depend on ads a lot, Microsoft is a really great running machine, very diversified and even the AI thing works out for them, so they lead with me. 😊
Zobrazit další komentáře
I don't own stock in either Intel or AMD, but if I had to pick one I'd pick amd
Read More
📈 5 Companies with high quality and stable dividend yield!💸
Are you also thinking about stocks that will generate passive dividend income for decades? I've picked these 5 pieces!
For me, such a company must meet important criteria:
It offers products that people buy without hesitation, and on a regular basis.
It can withstand a recession, through any period.
It has a long history of...
Read more
Read More
Read more
My take on Apple's results for the last quarter! 🚀
Solid growth in demand for new iPhones offset gradual weakness in other business segments, confirming the durability of this tech giant. This is also evidenced by the revenue from iPhone sales, which reached $69.7 billionagainst an estimate 68.5 billion dollars. 💼
...Read more
Read More
An interesting insight into the world of investment! 🖥️
Shares of Super Micro Computer $SMCI have seen an astounding rise to new highs, backed by great revenue and earnings growth. Not for nothing is this company nicknamed "the second Nvidia"! 📈
Super Micro is a manufacturer of hardware solutions with a focus on server and storage technologies. Their portfolio includes a wide...
Read more
Read More
Today I would like to remind you of the fantastic results of the company yesterday $AMZN for the last quarter! 💼📈
Amazon (AMZN) is at the forefront of digital transformation with a tremendous impact on global markets. Founded in 1994 by Jeff Bezos, originally as an online bookstore, it has grown into a giant ecosystem encompassing online commerce, cloud services, streaming...
Read more
Zobrazit další komentáře
It is good to see how their previous investments are paying off and how they can manage costs effectively. A significant part of their income is already generated by recurring/high margin services and they can then build on this to expand into new sectors such as healthcare or invest in other companies such as Rivian or Anthropic.
I recently heard the CEO talking about their competing project for Starlink, so I'm curious what that will bring them in the future. The customer will always benefit from this competition between two of the richest egomaniacs and cheap internet should be a given for everyone today.
Last time I bought for 155usd well above my average purchase and I would not be afraid to send something else there, because a good EPS growth is expected and they still have a lot of catching up to do to ATH;)
Read More
Have a nice evening investors! Here is a summary of yesterday's Federal Open Market Committee (FOMC) statement. For those who haven't gotten to it yet. 😉🌐
1) Fed decides to leave rates unchanged at 5,50 %, the fourth meeting in a row with this stable policy.
2️) Significantly , theFed statement no longer mentions raising interest rates. Instead, it talks about possible "adjustme...
Read more
Read More
What Professor of Finance Jeremy Siegel thinks about the current market situation!📖
Jeremy Siegel, renowned professor of finance at Wharton Universityis known for his compelling analysis and predictions in the field of investing. His research and opinions are often key points of discussion in the field of economics and markets.
📈 According to Jeremy, there is a possibility that...
Read more
Read More
📈 I'm deciding between two REITs, which one do you choose? 🚀
🔍 $VICI vs. $O: Which one is more attractive to you ?
💹 Vici Properties Inc. $VICI 🍀
VICI is one of the key players in real estate investing, with an emphasis on the entertainment and hospitality sectors. Their portfolio includes attractive properties such as casinos, hotels and resorts that provide stable and...
Read more
Zobrazit další komentáře
Of the REIT sector, these are the only two I have and want. If it was just about attractiveness, I'd go with VICI, but given some stability in fundamentals, etc., I'd go with O. REITs are pretty well represented in my portfolio. I have a larger amount of money in O, but right after that is VICI where I also have little. I'm looking forward to when the Fed starts cutting rates :D
A constant in my portfolio, from which I honestly don't expect any miracles, but it is a kind of a quote-unquote title for me.