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.
No peace agreement was reached! Stocks may face another sell-off📉
This morning U.S. Vice President JD Vance returned from Islamabad (where peace talks were held) without an agreement and with a statement the markets did not want to hear.
Twenty-one hours of talks with Iranian negotiators ended, well… with nothing.
The U.S. presented its final offer; Iran rejected it. Tehran... Read more
I'm really curious what Trump will do next and what his subsequent decisions will be. The reaction will likely be negative, but hopefully there won't be an extreme sell-off.
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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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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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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!
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
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
Zobrazit další komentáře
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
Zobrazit další komentáře
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.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Rio Tinto’s $2 billion boron sale: a long‑life California asset that suddenly everyone wants
No peace agreement was reached! Stocks may face another sell-off📉
This morning U.S. Vice President JD Vance returned from Islamabad (where peace talks were held) without an agreement and with a statement the markets did not want to hear.
Twenty-one hours of talks with Iranian negotiators ended, well… with nothing.
The U.S. presented its final offer; Iran rejected it. Tehran...
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.
I'm really curious what Trump will do next and what his subsequent decisions will be. The reaction will likely be negative, but hopefully there won't be an extreme sell-off.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Nike kicks Adidas off the Champions League stage – but can branding fix a product problem?