Hi everyone, I'm curious how you're currently approaching investments in Ferrari $RACE, PayPal $PYPL, Amazon $AMZN and NU Holdings $NU. Ferrari looks interesting both technically and fundamentally after the recent pullback. I think PayPal is currently undervalued, and with the expanded use of AI technologies and collaboration with developers within the OpenAI ecosystem, it... Read more
Well, I tried to ask myself what PayPal would have to do or undertake for sentiment to turn enough that its shares would head higher and sustain that trend. Something competitors can't reach, or something that would give PayPal the chance to move up for a reasonable period. I'm afraid AI isn't it—everyone's invoking ecosystems these days. Is there a potential entry of a strong partner that would shake things up? Any advantage compared with the rest of the world? I don't see anything like that. Do you know of anything?
Investors, which stocks are on your watchlist right now?
Most stocks are currently very high, so I don't see many opportunities. A few weeks ago I added $NU to my portfolio and I’ve recently been interested in $DUOL. The stocks have fallen a lot and the drop seems exaggerated to me. There are, of course, risks, but overall it’s interesting.
I still see $NU and $ASML$TTD, $NVO.... Do you have any stocks you consider an "underdog" among those mentioned? If so, please tell me why you think that so I have something to read. Thanks :)
I still see $NU and $ASML$TTD, $NVO.... Do you have any stocks you consider an "underdog" among those mentioned? If so, please tell me why you think so — I'd love something to read. Thanks :)
S&P 500 is at its all-time highs and there haven't been many opportunities lately. I'm trying to be cautious, but I bought a lot of $TTD after the drop and recently opened a position in $NU, which I plan to increase gradually.
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... Read more
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.
Another quarter and another stunt for $NU 🚀 Quarter after quarter it gets better and better, so I'm really happy to have accumulated a position here of around $4 a share.
I really can't complain this year, the numbers are finally coming in on the stock's performance and $NU is adding another +6.7% in the premarket after releasing quarterly results.
Nubank added 5.31 million customers in the first quarter ending March 4, bringing the global total to 79.1 million, a 33% increase over last year.
The bank's gross profit rose 124% to $650.9 million. On... Read more
Another +3.6% for $NU 🤑 It's a decent bounce this year and I finally see growth at this position. So I'm still hoping to be happy after today's earnings 😅
Expectations are positive: the estimate for revenue is set at $1.51 billion, suggesting 4% quarterly growth, while earnings per share are expected to meet estimates exactly.
What is the best performing stock in your portfolio so far this year? 😎
While there are other and more negative themes resonating in the market, let's at least digress for a moment and focus on something more pleasant.
For me, this year it's $NU (YTD +66%). Of course, my appreciation is a bit lower because I've been accumulating stocks there for a while, so I'm around +35% on... Read more
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Well, I tried to ask myself what PayPal would have to do or undertake for sentiment to turn enough that its shares would head higher and sustain that trend. Something competitors can't reach, or something that would give PayPal the chance to move up for a reasonable period. I'm afraid AI isn't it—everyone's invoking ecosystems these days. Is there a potential entry of a strong partner that would shake things up? Any advantage compared with the rest of the world? I don't see anything like that. Do you know of anything?