Investors, have you ever sold a position too early, or conversely, too late? If so, which stock was it?
I try to sell as little as possible and hold stocks for several years, but I remember, for example, $CVS or $MMM, which I sold because of various problems and lawsuits. A few months later they rose by several tens of percent. Timing isn't always right, but that's just part of... Read more
$KKRbets $820 million on Korean AI: What’s behind the Samsung SDS surge?
When the American private equity giant KKR opens its wallet and pulls out over $800 million for a single Asian tech company, it’s worth pausing to see exactly what they’re seeing in the data. Because KKR doesn’t buy blindly.
There are companies that are good, companies that are great. And then there’s ASML — a company without which modern civilization literally cannot manufacture chips. No other company in the world can do what they do. And the results for 2025 only confirmed that.
ASML has a great position, sure, but semiconductors are an extremely cyclical business influenced by a lot of external factors — geopolitics, various export bans, and whether customers like TSMC or Samsung are willing to pour billions into new fabs. And one more thing occurs to me: if chip performance started being pushed more by packaging, chiplets, and smarter architecture instead of ever-smaller transistors, ASML might not be as indispensable as it seems today.
To me, an interesting company. In the long term it could make sense, but I’d be cautious, because competitors like $CRM are extremely strong and won’t be easy to take on. A lot will depend on how well HubSpot can sustain growth and margins. I also see the company is trading at low levels. What attracted you to the company?
Portfolio under the microscope: My exposure to Dutch stocks – why I hold $ADYEN and am waiting for $ASML
In my portfolio I currently hold only one Dutch stock – $ADYEN.AS . I have two positions in it with a combined weight of about 3% of the portfolio. Both are currently at a loss, but I stay calm and hold them with a medium-term horizon and a target price around 1530 USD.
$ASML is a great company — I bought around $600 and I’m not going to sell! But I didn’t know Adyen and I’ll definitely take a look at the company, thanks!
Blackstone $BX clearly wants to carve out its piece of the AI story — not through chip-company stocks, but via the underlying infrastructure. According to Bloomberg, it is preparing an IPO for an acquisition company of roughly $2 billion that will focus exclusively on buying data centers.
The logic is clear: the AI boom means demand for compute power, electricity and physical... Read more
Do you think FSD approval in the EU could kickstart another rally for $TSLA? Would you try a ride with FSD?
Tesla has finally received FSD approval in the Netherlands, and this is the first such authorization in the EU. In my view this is very bullish news and it’s only a matter of time before other countries allow the system as well. Tesla hasn’t been doing great lately, so... Read more
It can definitely help them, and hopefully other countries will follow suit. For a while it looked like it wouldn't pass, but it's finally approved and I'll be happy to try it.
Investors, have you ever sold a position too early, or conversely, too late? If so, which stock was it?
I try to sell as little as possible and hold stocks for several years, but I remember, for example, $CVS or $MMM, which I sold because of various problems and lawsuits. A few months later they rose by several tens of percent. Timing isn't always right, but that's just part of...
Read more
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I get that you sold $MMM, I was tempted too. Right now, though, I feel like getting rid of it for a pretty solid profit :D.
$KKR bets $820 million on Korean AI: What’s behind the Samsung SDS surge?
When the American private equity giant KKR opens its wallet and pulls out over $800 million for a single Asian tech company, it’s worth pausing to see exactly what they’re seeing in the data. Because KKR doesn’t buy blindly.
...Read more
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It's great news for Samsung, but I share your view and I'm keeping my hands off it too. At what price would it become interesting for you?
$ASML: A monopoly that just confirmed its throne
There are companies that are good, companies that are great. And then there’s ASML — a company without which modern civilization literally cannot manufacture chips. No other company in the world can do what they do. And the results for 2025 only confirmed that.
...Read more
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ASML has a great position, sure, but semiconductors are an extremely cyclical business influenced by a lot of external factors — geopolitics, various export bans, and whether customers like TSMC or Samsung are willing to pour billions into new fabs. And one more thing occurs to me: if chip performance started being pushed more by packaging, chiplets, and smarter architecture instead of ever-smaller transistors, ASML might not be as indispensable as it seems today.
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ASML starts 2026 like a cash machine built for AI
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Citi’s big quarter – and an even bigger payout
What do you think the future holds for $HUBS?
Is anyone invested in it?
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To me, an interesting company. In the long term it could make sense, but I’d be cautious, because competitors like $CRM are extremely strong and won’t be easy to take on. A lot will depend on how well HubSpot can sustain growth and margins. I also see the company is trading at low levels. What attracted you to the company?
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Johnson & Johnson leans into its “new” twin‑engine model
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Intel’s foundry pivot: from money pit to maybe‑business
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JPMorgan opens 2026 like a fee machine wearing a bank charter
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Most stock valuation education stops at "what is a P/E ratio."
We just published two advanced guides for investors who want institutional-level analysis skills:
How to Build a Multi-Stage DCF Model
Real companies don't grow at one rate forever. A single-stage DCF assumes they do, which produces unrealistic valuations for any high-growth business.
This guide walks through building a...
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Top 3 Stocks Leading Massive Buybacks
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Meta is on track to take Google’s ad crown – by growing like a social network, not a mature utility
Portfolio under the microscope: My exposure to Dutch stocks – why I hold $ADYEN and am waiting for $ASML
In my portfolio I currently hold only one Dutch stock – $ADYEN.AS . I have two positions in it with a combined weight of about 3% of the portfolio. Both are currently at a loss, but I stay calm and hold them with a medium-term horizon and a target price around 1530 USD.
...Read more
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$ASML is a great company — I bought around $600 and I’m not going to sell! But I didn’t know Adyen and I’ll definitely take a look at the company, thanks!
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Profit jumps by $1 billion: Goldman Sachs starts 2026 like an asset‑management stock trapped in a bank’s body
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The company that builds the “rails” under the AI boom
Blackstone $BX clearly wants to carve out its piece of the AI story — not through chip-company stocks, but via the underlying infrastructure. According to Bloomberg, it is preparing an IPO for an acquisition company of roughly $2 billion that will focus exclusively on buying data centers.
The logic is clear: the AI boom means demand for compute power, electricity and physical...
Read more
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Interesting news — I’ll definitely be following this. Is the IPO expected this year or sometime later?
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5 Stocks Analysts Are Quietly Dumping: A Warning Signal Investors Shouldn’t Ignore
Do you think FSD approval in the EU could kickstart another rally for $TSLA? Would you try a ride with FSD?
Tesla has finally received FSD approval in the Netherlands, and this is the first such authorization in the EU. In my view this is very bullish news and it’s only a matter of time before other countries allow the system as well. Tesla hasn’t been doing great lately, so...
Read more
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It can definitely help them, and hopefully other countries will follow suit. For a while it looked like it wouldn't pass, but it's finally approved and I'll be happy to try it.