The CSG listing on the stock exchange, which Michal Strnad announced on 14 January, now has a date. It will take place this Friday 23.1. This is one of the most significant moments in the history of the Czech capital market.
The group is targeting a valuation of around 25 billion EUR, with the price per share set at 25 EUR. The offering is... Read more
I have IBKR, so I’ll be ready for the IPO. I don’t know if I’ll buy shares immediately for long-term holding. Maybe just a small position for now. We’ll see if options become available; that would be interesting.
Netflix reported its results yesterday, which came in well, and it’s clear this company is simply a money machine. Sentiment is now negative and the shares fell by about 6% after the close, which I would view simply as an opportunity and a discount. I already own other stocks, but the business is really great and the valuation is interesting right now.
$ADBE share price has been under pressure recently, even though the company continues to show solid fundamentals and strategic initiatives around AI and subscriptions. Analysts from UBS recently cut the price target to $380, highlighting investor skepticism about growth prospects and AI monetization timing, while others like Bernstein have raised targets based on long-term AI... Read more
Hi, as for $ADBE, I think we all have it clear — an incredibly cheap stock with great numbers confirming that the AI business is strengthening. The biggest gem in the market and, in my opinion, a clear buy. Another value is in $NVO, although it's unpredictable there. Then $FTNT — valuation-wise the best in the sector, which has unique traits that allow it to outperform the... Read more
European stocks in my portfolio — why I prefer the USA
In the long term I don’t trust most European stocks due to weak economic growth, strict regulation, and lower upside compared with the USA. Therefore, in my dollar portfolio I focus mainly on American stocks, where I see better returns and more opportunities to benefit from innovation.
Today, after the drop (around -1.8% to... Read more
If Trump attacks Greenland, assets owned by Europeans in the US could theoretically be frozen. Similar to what’s happening now with assets in Russia. That would be pretty brutal, wouldn't it?
What would you tell someone who wants to be invested in the semiconductor sector right now but isn't yet?
Personally, I feel the sector is very strong in the long term thanks to AI, data-center chips, and the overall trend of increasing digitization. At the same time, it seems to me that many stocks are already highly valued, and entering at this stage can be risky without a... Read more
You kind of answered yourself :) Before investing in any stock, you should have a strategy, and the best approach is probably to hold quality companies as long as they remain quality. If it's a company in a cyclical sector, downturns repeat every few years and patience can pay off. However, the cycle can also last several more years and you might miss out on decent returns. In any case, I'd probably recommend ETFs instead.
Novo Nordisk $NVO– My largest equity position and why I hold it
Novo Nordisk ($NVO) is my largest equity position, making up 11.5% of the portfolio value with an unrealized gain of 31.29%. As a leader in diabetes and obesity treatment (e.g., Ozempic and Wegovy) it’s on an upward trend – it rose 9.12% on January 16, 2026, closing at $62.33. I plan to hold it long term because of... Read more
For me, holding with a trailing stop loss makes sense. The trend is strong and fundamentals still support the story. I’d consider a partial sell only for portfolio rebalancing, not because the NVO thesis is breaking. Competition and regulation are real risks, but that’s fairly standard in this sector.
Czechoslovak Group IPO date announced!
The CSG listing on the stock exchange, which Michal Strnad announced on 14 January, now has a date. It will take place this Friday 23.1. This is one of the most significant moments in the history of the Czech capital market.
The group is targeting a valuation of around 25 billion EUR, with the price per share set at 25 EUR. The offering is...
Read more
Zobrazit další komentáře
I have IBKR, so I’ll be ready for the IPO. I don’t know if I’ll buy shares immediately for long-term holding. Maybe just a small position for now. We’ll see if options become available; that would be interesting.
Netflix reported its results yesterday, which came in well, and it’s clear this company is simply a money machine. Sentiment is now negative and the shares fell by about 6% after the close, which I would view simply as an opportunity and a discount. I already own other stocks, but the business is really great and the valuation is interesting right now.
Will you buy shares of $NF...
Read more
Zobrazit další komentáře
I bought 6 more shares today.
If the company falls to $80 or below, I plan to sell a small portion of Vici and buy more.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Profits Up More Than 100% and Orders at Record Highs Reveal a Quiet Winner of the Infrastructure Boom
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Top 4 Defense Leaders Shaping 2026’s Military Spending Boom
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
$ADBE share price has been under pressure recently, even though the company continues to show solid fundamentals and strategic initiatives around AI and subscriptions. Analysts from UBS recently cut the price target to $380, highlighting investor skepticism about growth prospects and AI monetization timing, while others like Bernstein have raised targets based on long-term AI...
Read more
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Micron’s $100 Billion Megafab Bet Raises the Real Question: When Does Capital Turn Into Earnings?
Hi, as for $ADBE, I think we all have it clear — an incredibly cheap stock with great numbers confirming that the AI business is strengthening. The biggest gem in the market and, in my opinion, a clear buy. Another value is in $NVO, although it's unpredictable there. Then $FTNT — valuation-wise the best in the sector, which has unique traits that allow it to outperform the...
Read more
Zobrazit další komentáře
I was once sitting on a nice profit in $RACE, but now I’m at a loss. Ferrari isn’t having it easy right now, but it’s a great company.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
DAX’s Early Surge: Germany’s Market Outpaces Peers
European stocks in my portfolio — why I prefer the USA
In the long term I don’t trust most European stocks due to weak economic growth, strict regulation, and lower upside compared with the USA. Therefore, in my dollar portfolio I focus mainly on American stocks, where I see better returns and more opportunities to benefit from innovation.
Today, after the drop (around -1.8% to...
Read more
Zobrazit další komentáře
If Trump attacks Greenland, assets owned by Europeans in the US could theoretically be frozen. Similar to what’s happening now with assets in Russia. That would be pretty brutal, wouldn't it?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Analysts See Up to 55% Upside as Wall Street Reprices a Quiet Digital Infrastructure Business
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Beware of These 3 Overpriced Financial Stocks on the NYSE
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
What would you tell someone who wants to be invested in the semiconductor sector right now but isn't yet?
Personally, I feel the sector is very strong in the long term thanks to AI, data-center chips, and the overall trend of increasing digitization. At the same time, it seems to me that many stocks are already highly valued, and entering at this stage can be risky without a...
Read more
Zobrazit další komentáře
You kind of answered yourself :) Before investing in any stock, you should have a strategy, and the best approach is probably to hold quality companies as long as they remain quality. If it's a company in a cyclical sector, downturns repeat every few years and patience can pay off. However, the cycle can also last several more years and you might miss out on decent returns. In any case, I'd probably recommend ETFs instead.
Novo Nordisk $NVO – My largest equity position and why I hold it
Novo Nordisk ($NVO) is my largest equity position, making up 11.5% of the portfolio value with an unrealized gain of 31.29%. As a leader in diabetes and obesity treatment (e.g., Ozempic and Wegovy) it’s on an upward trend – it rose 9.12% on January 16, 2026, closing at $62.33. I plan to hold it long term because of...
Read more
Zobrazit další komentáře
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
For me, holding with a trailing stop loss makes sense. The trend is strong and fundamentals still support the story. I’d consider a partial sell only for portfolio rebalancing, not because the NVO thesis is breaking. Competition and regulation are real risks, but that’s fairly standard in this sector.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Recycling Is Moving Back Into Focus as a Potential Source of Market-Beating Returns in 2026
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Top 3 ETFs for 2026: Sectors Beyond Tech Set for a Breakout
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Hi, which stocks are you currently watching, and which do you think are fairly priced or undervalued? I'm still drawn to Google $GOOG!
Thanks and take care.
Zobrazit další komentáře
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
$GOOG is no longer an optimal investment and appears overvalued, in contrast, $NFLX currently presents a more attractive opportunity.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Merck’s Potential $30 Billion Deal Would Be a Decade-Defining Bet on the Next Wave of Oncology