Start here 👋
Hi, I’m Vojta. I’m studying economics and have been actively investing for 6 years. Here on Bulios, I show you how I think: what I buy, why, and how it worked out—or didn’t. No buy recommendations and no promises of getting rich quick.
What will you find here?
- Monday morning: an in-depth analysis of one company. One week you choose, the next I do.
- Thursday at 18:00: the video of the week. Either whatever is heating up in the market or a detailed breakdown of one company.
- Sunday evening: a weekly recap and outlook. What happened, the results of the biggest companies, and what to keep an eye on next.
- Once a month: an analysis of an entire sector, such as semiconductors, defense companies, or automakers.
- Ongoing: my portfolio and watchlist, the thesis behind every trade, reviews of older theses (including those that didn’t work out), macroeconomic analyses when something major happens, and my templates and spreadsheets.
What does my portfolio look like?
My entire portfolio is in Google Sheets, and the prices update automatically. You’ll find all my positions there, along with the thesis, the conditions under which I’d sell, the fair value, and a journal of every purchase and sale. I show only percentages and prices per share, not amounts. The spreadsheet explains how to read it.
👉 https://bulios.com/status/275726
Which analyses have been published so far?
You can read the full Société Générale analysis for free; the other analyses are for subscribers.
• Société Générale (free): https://bulios.com/status/276207
• Rheinmetall: https://bulios.com/status/276660
• Vertiv: https://bulios.com/status/276402
• AppLovin: https://bulios.com/status/275988
• Grab: https://bulios.com/status/275893
• Virgin Galactic: https://bulios.com/status/275827
• McDonald’s: https://bulios.com/status/275764
• SoFi Technologies: https://bulios.com/status/275693
Just getting started?
I started out watching stock videos on YouTube and having to look everything up myself. So today, it’s hard for me to imagine exactly what a beginner needs to know. I’ll build beginner-focused content gradually, mainly based on what you ask about. If something doesn’t make sense to you, let me know in the comments.
How does Discord fit in?
Everything included in the subscription is here on Bulios. If you don’t want to use Discord or don’t have it, you won’t miss out on any of it.
Discord is an extra, free bonus for everyone:
• quick market updates and reactions to company results
• polls on which company I should analyze next
• a chat where people talk markets throughout the day
• a call every Wednesday at 18:00
Put simply: Bulios is where you’ll find things worth coming back to. Discord is where you’ll find what’s happening now.
You can suggest an analysis or video in the comments under any post.
None of my posts are investment recommendations. I show you how I do things, and the decision is always yours.