Uber: an undervalued 'free cash flow machine' with potential in autonomous vehicles?
Uber $UBER has struggled for a long time, but its financial results have been growing significantly in recent years. As a result, it's attracted the attention of billionaire investors like Bill Ackman and David Tepper, who see an undervalued opportunity in the stock.
1. Rocketing free cash flow ...
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Merck (MRK): a combination of innovation, growth potential and stable dividends
Merck $MRK continues to be a strong player in the pharmaceutical industry, despite the impending loss of patent protection on its flagship product Keytruda in 2028. Its innovation, portfolio expansion and stable dividend policy make it an attractive investment for long-term investors.
Keytruda: A...
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I'm not really into these drug companies. That's not to say that this or any other company is bad, on the contrary. Probably the closest I've come to investing in $CVS.
Since the launch of Doosan Škoda Power's IPO, we have received several inquiries about investing in this IPO. In this short video, Přemek Papp explains in detail how to do it.
https://www.youtube.com/watch?v=l6hW_D2JqtEDoosan Škoda Power, a leading manufacturer of power equipment and turbines and provider of engineering solutions, has announced its intention to list on the Prime Market of the Prague Stock Exchange. The offer is to include a maximum of one third of the company's shares and the company intends to use the funds raised to strengthen its capabilities and competitiveness.
Garmin: Summary of 2024 results and outlook for 2025
2024 was a very successfulyear for Garmin $GRMN, with revenue growth of 19% and improved operating profitability to 24% (from 20% in 2023). The company particularly benefited from the strengthening of its fitness, outdoor and marine segments, underlining the successful transformation of its portfolio.
Key success factors
1. Po...
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Great company, I quite like the business and the fundamentals look very good too. It's just that the valuation is unfortunately high right now.
$KOFOL.PR has crossed the 400 CZK mark today. In 1 year, that's an increase of over 44%, a very nice gain in my portfolio. Are we expecting a gradual rise in the share price this year? Will we see more acquisitions?
For me, management is running the company well, the moves make sense to me. This year, the headquarters should move to the Dolní Vítkovice area. I remain positive...
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I would never buy shares of $KOFOL.PR. The performance is lousy and there are much better opportunities to be found.
Cloudflare (NET): attractive, but with caution
Cloudflare $NET is a key player in Content Delivery Networks (CDN) and Internet security. The company maintains its position in the market with innovative services and an extensive network of data centers that improve performance and reduce latency. Still, the stock's current valuation requires careful analysis.
Cloudflare's...
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I agree that the pricing is really high right now. But I perceive quite a lot of risk with the company and I don't like some things, so I won't be buying.
Citigroup (C): Restructuring and Growth Potential
Citigroup $C under the leadership of Jane Fraser, is undergoing a major transformation aimed at simplifying operations, improving efficiency and strengthening key segments. This restructuring, coupled with an undervalued stock, suggests the potential for significant growth in the years ahead.
Key points of the restructuring
1. Foc...
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City is one of the bigger banks, but I'm fine with $BAC in my portfolio for now.
Cheap shares of energy companies with growth potential
The energy sector presents several attractive investment opportunities, both in renewables and traditional fossil fuels.
AES Corporation $AES
- Forward P/E: 6,6
- Expected earnings growth: 56 %
- Key opportunities:
- Strong potential in the area Renewable energy.
- Growing demand for energy in data centres due to the boom in ...
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Disney's expansion in the cruise ship segment: Potential to double revenue by 2027
Company The Walt Disney Company $DIS plans to significantly expand its cruise fleet and double revenue from this segment by 2027. Cruises are becoming a key part of the company's growth strategy, with the goal of competing with flagship segments such as ESPN.
Key expansion points:
1. Rapid fleet...
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Disney could grow again now. I have a smaller position in the portfolio and have long-term confidence in the company, so we'll see how the company does in 2025.
MicroStrategy: Bet on bitcoin brings historic gains
Company MicroStrategy Inc. has become an icon of linking corporate strategy with cryptocurrencies. With an aggressive focus on bitcoin as a key reserve asset, its stock has seen dramatic growth this year, underscoring the potential of this bold strategy.
Key points:
1. Stock Growth: Shares of MicroStrategy $MSTR are up 745% year...
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I think it's too late now, and I don't think I'd risk it anymore. But if Bitcoin crosses 100k, MSTR will grow a lot again.
👏 Mmcité $MMCTE.PR has won the first prize in the Rising Star category of the Small and Mid-cap Awards, organised by the European Commission and European Issuers in cooperation with the European Federation of Exchanges (FESE).
Each year, small and mid-sized companies are nominated in four separate categories, which include International Star, Rising Star, Star of Innovation and...
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Ondřej Benáček is one of the best private equity managers in the Czech Republic. His fund invests mainly in industrial companies in the Czech Republic and Central Europe. What advantage does he see in this region?
https://www.youtube.com/watch?v=1x2NDmGAkTMMadrigal Pharmaceuticals: a leader in MASH treatment with significant growth potential
Madrigal Pharmaceuticals $MDGL entered 2024 with significant success when it launched its first approved drug, Rezdiffra, for the treatment of metabolic steatohepatitis (MASH). This unique drug helps patients with moderate to advanced liver fibrosis, giving Madrigal a privileged position in a...
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I read now that Trump has appointed a new Health Secretary and he is not supporting and fighting against such companies, so we'll see how this plays out now.
Zions Bancorp: Steady growth with attractive valuation
Company Zions Bancorporation $ZION this year has seen 16% growth and trades for eleven times earningswhich is well below the average multiple of the S&P 500. This indicator suggests that the stock is undervalued, especially relative to its average multiple, which has been two-thirds of the market valuation over the past...
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This doesn't look bad, I won't be buying it, but at the very least I'm adding it to the watchlist.
The stock is still undervalued in my opinion. The company has huge potential and the stock has a lot of room to grow, which is why I overbought last week.