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-0.1% and $TSM+2.7%. 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+2.4% - 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,...
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I came across this today - where do you think Cathie will be heading long term? 🤔

"Once the largest actively managed ETF, $ARK $ARKK+0.6% with nearly $30 billion under management has shrunk to about $9 billion, mostly due to...
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What do you think is the most illogically priced company right now? For example, $AMZN+0.2% 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?

Amazon

AMZN

$184.06 $0.40 +0.22%

Capital Structure

Market Cap

1.9T

Enterpr. Val.

2.0T

Valuation

P/E

51.5

P/S

3.3

Open $183.08

Day range $182.23 - $183.72

52 week range $118.35 - $191.70

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+0.1% stock. That has reassured investors and removed fears that he would have to sell his shares after a critical report from...
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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+1.7%? 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%.

Nucor Corporation

NUE

$157.38 $2.69 +1.74%

Capital Structure

Market Cap

37.1B

Enterpr. Val.

39.6B

Valuation

P/E

9.1

P/S

1.1

Open $150.00

Day range $149.12 - $156.11

52 week range $140.07 - $203.00

So I added a rather nice amount to the $VZ-0.5% yesterday. At the moment, I don't find $T+0.2% 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?

Verizon

VZ

$39.46 -$0.21 -0.53%

Capital Structure

Market Cap

167.0B

Enterpr. Val.

342.1B

Valuation

P/E

14.9

P/S

1.3

Open $39.48

Day range $39.45 - $39.84

52 week range $30.14 - $43.42

Now if you had to choose between $LMT+0.1% and $RTX+0.2%, which would it be? For me, probably still the king, i.e. Lockheed, but I'm interested in your opinion as well.