I have recently moved most of my money into individual stocks, but I have kept and still regularly invest in $CSPX.L and $CNDX.Las a stable component of my portfolio .
After years of legal, financial, and strategic negotiations, it's clear: Disney $DISis completing its takeover 100% stake in streaming platform Hulu, ending one of the last chapters of the older model of shared media ownership. The company will pay NBCUniversal(Comcast)$438.7 million to become the sole owner of the long-growing platform.
This firm specializes in land development, construction and transportation infrastructure. It's a plain and simple company, but its stock is up over 170% in the last year, which is a very solid performance for the construction sector. I'm holding a middle position and am currently up roughly +80%.
MP Materials $MP is a strategic player in rare earth mining - key to electric vehicles, wind turbines and the defense industry. It operates the only active mine in the U.S. (Mountain Pass) and plans to launch domestic magnet production, making it a key part of the drive for U.S. resource self-sufficiency.
Morgan Stanley raised its recommendation to "buy"... Read more
📡 Qualcomm expands its AI portfolio by acquiring Alphawave for $2.4 billion! Qualcomm $QCOM strengthens its market presence. This time it is targeting UK technology company Alphawave $AWE.L, which it has decided to take over for around $2.4 billion, a cash offer of 183 pence per share means 96% premium to the end-March price.
Mastercard | 1Q 2025: Double-digit revenue growth, investments in AI and a strong start to the year
What ETFs do you have in your portfolio?
I have recently moved most of my money into individual stocks, but I have kept and still regularly invest in $CSPX.L and $CNDX.Las a stable component of my portfolio .
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I only have $BRK-B in my portfolio, which I think of as a better ETF.
📺 Disney gets full control of Hulu!
After years of legal, financial, and strategic negotiations, it's clear: Disney $DIS is completing its takeover 100% stake in streaming platform Hulu, ending one of the last chapters of the older model of shared media ownership. The company will pay NBCUniversal (Comcast)$438.7 million to become the sole owner of the long-growing platform.
...Read more
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I had the stock in my portfolio, but I sold it because it was no longer interesting to me.
AbbVie | 1Q 2025: rapid growth of new drugs and improved earnings outlook
Does anyone have $0M6I.Lin their portfolio ?
This firm specializes in land development, construction and transportation infrastructure. It's a plain and simple company, but its stock is up over 170% in the last year, which is a very solid performance for the construction sector. I'm holding a middle position and am currently up roughly +80%.
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Nice growth stock, but that valuation is very high. Let's see if it keeps growing like this.
55 years of continuous dividend increases and strong free cash flow growth
Analysis: MP Materials
MP Materials $MP is a strategic player in rare earth mining - key to electric vehicles, wind turbines and the defense industry. It operates the only active mine in the U.S. (Mountain Pass) and plans to launch domestic magnet production, making it a key part of the drive for U.S. resource self-sufficiency.
Morgan Stanley raised its recommendation to "buy"...
Read more
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I don't know the company very well, but I guess it's not very interesting to me.
📡 Qualcomm expands its AI portfolio by acquiring Alphawave for $2.4 billion!
...Qualcomm $QCOM strengthens its market presence. This time it is targeting UK technology company Alphawave $AWE.L, which it has decided to take over for around $2.4 billion, a cash offer of 183 pence per share means 96% premium to the end-March price.
Read more
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Obviously great news for the company again.
You may have heard the news that $WBD is going to split into two companies. Is this a positive or negative development in your opinion?
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I'm staying away from this because the business hasn't moved anywhere and they're still in the same place.
Novavax Inc. | 1Q 2025: Return to profit through one-time revenue and strategic partnerships