Mart Poom

Hi, I've been off for a couple of days so I'm interested in some recap of the scoreboard that went a bit off. Any big twists, news, things to look at? Thanks!

So today the results of 2 very interesting companies - $PM and $TSM. Personally, I'm more interested in the dividend legend, but I'd like to see how the chips are doing too. What do you expect from the companies? And do you have a portfolio of any of them?

Since someone mentioned $ASML - do you think there is a similarly important but unknown company in the world? I think it could be BASF. What do you think?

BASF is one of the largest chemical companies in the world, specialising in the production of chemical products for a wide range of industries. The company produces, for example, polymers, pesticides, dyes, pharmaceuticals,…

I came across this today - where do you think Cathie will be heading long term? 🤔

"Once the largest actively managed ETF, $ARKK with nearly $30 billion under management has shrunk to about $9 billion, mostly due to investment losses."

What do you think is the most illogically priced company right now? For example, $AMZN has a P/E of 313 and it's hard to think it can grow in a way that makes sense... on speculation maybe. But do you have any other fim that is completely nonsensically overvalued given its intrinsic value and potential?

Seems to me that this guy kind of keeps running away from the gravedigger's shovel 😂 Whose side are you on? Hindenburg or Icahn?

Carl Icahn made a deal with his lenders that separates his loans from the trading price of his company Icahn Enterprises $IEP stock. That has reassured investors and removed fears that he would have to sell his shares after a critical report from…

I'm listening to an interview with Tomas Sedlacek now and this is what was said: "In the capital market, you don't follow a company that you like today, you follow a company that others will like tomorrow."

But that seems to me to go a bit against Buffett, who stands for the idea that if the company is good, the profits will come. What do you think? 🤔

Hey, I'm curious - do you really follow the earnings calls thoroughly, or do you just read the summary afterwards? I think watching whole calls is really for big connoisseurs, so I'm curious how many of you are here 😁

Hey, what do you think of $NUE? It's quite talked about and growing now. But not exactly solid results are expected. Nucor is expected to report earnings of $5.34 per share for the current quarter, a year-over-year change of -44.8%. .

The consensus earnings estimate for the current fiscal year of $17.01 implies a year-over-year change of -40.9%.

So I added a rather nice amount to the $VZ yesterday. At the moment, I don't find $T bad either, if it shows it can get out of a bad situation. But there is plenty of time there. Have you guys ever bought Verizon now? Or are you still waiting for a lower price? How much?

Now if you had to choose between $LMT and $RTX, which would it be? For me, probably still the king, i.e. Lockheed, but I'm interested in your opinion as well.

Look, I'm quite fond of Brazil and I'm getting to know the situation there (from a distance and only from the information available here)... Any tips on BR stocks besides my favorite $PBR? I've got a few bits picked out, but I like to get inspired this way on the weekend :)