Former banker turned investing blogger. Helping you navigate the complex world of stocks with actionable advice and insider knowledge. Follow me for daily tips
Planet Fitness: a generational growth bet on a healthy lifestyle
Generational Trend: A strong shift in the perception of health among Generation Z and millennials - an emphasis on regular exercise, prevention and healthy living.
Brand & Marketing.
Base growth: The company has seen increasing sales per branch (same-store sales growth), a strong signal of a healthy business.
Shares of DuPont de Nemours, Inc. have experienced a decline of more than 21% since the announcement of U.S. tariffs, making it an undervalued title with attractive upside potential, according to some analysts. KeyBanc currently raised its recommendation to "Buy" with a target price of $81, up nearly +33% from the current level of around $61.
FuboTV: From outsider to potential streaming leader
FuboTV $FUBO went through a rough patch in 2024, but thanks to a strategic alliance with Hulu+ Live TV (Disney), the tables have turned in 2025. The stock has more than doubled in value, and the company is poised to become a stable and strong investment for the future.
CoreWeave (IPO): key AI infrastructure player goes public
CoreWeave is a GPU-based cloud computing provider that specializes in renting computing power for AI applications. Its IPO (March 28, 2024 on NASDAQ) is one of the largest technology primary issuances this year.
Explosive revenue growth and long-term contracts:
Year-over-year revenue growth of 747% to $1.9 billion
NuScale Power: A risky but promising bet on the future of nuclear power
NuScale Power $SMR is a start-up focused on small modular nuclear reactors. It is a highly speculative investment as the company is still in a loss-making phase and is yet to see the first commercial deployment of its technology. But if NuScale succeeds, it could become a pioneer in modern nuclear power.
The year 2024 was the most successful year for the KARO Group in terms of results. We caught up with the Group's Chief Financial Officer, Jakub Hemerka, for a brief commentary on the recently announced results.
Cummins (CMI): stable growth leader in the industrial engine segment
Cummins Inc. $CMI, known for its industrial engines and power generation systems, is showing strong results and offers investors steady growth potential. Analyst Angel Castillo expressed optimism about the company's future prospects, with key factors being:
UPS: A long-term opportunity in the market's disfavour?
United Parcel Service shares $UPS have weakened 20% over the past year and are trading near a 52-week low. Yet the company is undergoing strategic changes that could ensure its long-term growth.
1. Attractive valuation and record dividend yield
-$UPS is trading below its five-year averages in key valuation metrics.
Waste Management $WM is one of the most reliable dividend stocks due to its stability and recession-resistance. As the largest provider of waste management services in North America, it benefits from high barriers to entry for competitors and continued demand for its services.
The shares of Doosan Škoda Power gained +18.33% on the first trading day yesterday and are receiving a positive response from investors. Today the stock is gaining another 4.23%. How do the issue managers Miloš Čebík and Radek Musil view the transaction? Listen to the interview.
The results of Moneta Money bank $MONET.PR exceeded expectations on virtually all fronts. We asked the company's CFO, Jan Frick, for a more in-depth commentary on today's results.
Marvell Technology: summary and investment perspective
Marvell Technology $MRVL ranks among the semiconductor sector's biggest stars thanks to its 83% stock growth in 2024. A major factor in this success is its burgeoning artificial intelligence (AI) chip business, which includes making ASIC chips for cloud giants. Key customers include Amazon, which has entered into a five-year... Read more
Great post and I agree, I like the company too and have it on my watchlist and will see how the price goes, for now I'm waiting and if it goes below $100 I would start thinking about joining.
W.P. Carey: Long-term potential after a strategic reset
W.P. Carey $WPC (REIT) underwent a major transformation in 2024 that included an exit from the office sector. While painful in the short term, this decision promises to have a positive impact on financial stability and growth in the long term.
It's a great company and the numbers look good too. But the problem is the high price. I'd much rather buy after a 20% drop.