Where do you see opportunities in this uncertain moment, or where are you waiting for one to emerge?
Hello investors,
With the onset of a minor bear market, the market is now tense with fear. I'm curious where you see potential buying opportunities right now, or where you're waiting for an asset's price to drop to your intrinsic value.
Personally, I'd like to see a drop in $NU, so... Read more
It seems to me that Oracle’s drop of more than 36% from its peak isn’t entirely surprising and, in my view, may offer an interesting opportunity—but it’s definitely not without risks. After the sharp rise Oracle experienced, investors are somewhat “out of breath.” That growth was driven by an enormous backlog of orders—the company reports remaining... Read more
$NFLX split its shares 10-for-1 today
Netflix today carried out a 10-for-1 stock split. Each investor received nine new shares for every one original share, so they now own ten shares instead of one.
The aim of the move is to lower the price of a single share to make it more accessible to employees and small investors. A lower price can bring increased trading interest and... Read more
Do you have energy-sector stocks in your portfolio that could benefit from the growth of large data centers and AI?
I read an interesting post here about Siemens Energy ($ENR.DE), which has surged this year and is incredibly strong. These companies will now be hugely important for firms that build data centers and develop their own AI.
I believe Markel showed very disciplined and improving underwriting in the third quarter. Their combined ratio improved to roughly 93 % versus 97% last year, as they stated on the earnings call. This is crucial for an insurance company, because lower combined costs mean more of the premium should remain as margin for... Read more
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Where do you see opportunities in this uncertain moment, or where are you waiting for one to emerge?
Hello investors,
With the onset of a minor bear market, the market is now tense with fear. I'm curious where you see potential buying opportunities right now, or where you're waiting for an asset's price to drop to your intrinsic value.
Personally, I'd like to see a drop in $NU, so...
Read more
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I already have a fairly large position in NU, but I'd like to buy more Sofi and significantly increase that position, though only around $24.
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$ORCL down 36% from its ATH
It seems to me that Oracle’s drop of more than 36% from its peak isn’t entirely surprising and, in my view, may offer an interesting opportunity—but it’s definitely not without risks. After the sharp rise Oracle experienced, investors are somewhat “out of breath.” That growth was driven by an enormous backlog of orders—the company reports remaining...
Read more
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After the recent run-up it’s still expensive and I wouldn’t invest in it now. I’ll definitely wait longer and buy at a better price.
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$NFLX split its shares 10-for-1 today Netflix today carried out a 10-for-1 stock split. Each investor received nine new shares for every one original share, so they now own ten shares instead of one. The aim of the move is to lower the price of a single share to make it more accessible to employees and small investors. A lower price can bring increased trading interest and...
Read more
Zobrazit další komentáře
Retail sentiment will probably be better, but I don't see anything special about it. :)
Do you have energy-sector stocks in your portfolio that could benefit from the growth of large data centers and AI?
I read an interesting post here about Siemens Energy ($ENR.DE), which has surged this year and is incredibly strong. These companies will now be hugely important for firms that build data centers and develop their own AI.
Zobrazit další komentáře
This sector needs to grow at about the same rate as AI companies; otherwise there won’t be enough energy and it won’t be able to operate.
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Markel Group $MKL-Interesting competitor $UNH
Hello, investors,
I believe Markel showed very disciplined and improving underwriting in the third quarter. Their combined ratio improved to roughly 93 % versus 97% last year, as they stated on the earnings call. This is crucial for an insurance company, because lower combined costs mean more of the premium should remain as margin for...
Read more
Zobrazit další komentáře
Does it make sense for you to buy even at the current valuation?