The Trade Desk: Innovative Leader in Programmatic Advertising
The Trade Desk $TTD is a technology company that specializes in programmatic advertising. It offers a platform that enables advertisers and agencies to effectively manage digital advertising campaigns across multiple channels, including mobile, video, audio and connected TV. The platform leverages real-time bidding ... Read more
Mark Zuckerberg said $META'squarter was a success and Meta AI has the potential to become the world's most used AI assistant by the end of the year. Those are pretty bold words. Who do you think is currently leading the way in terms of AI and AI assistants?
It's hard to say, it's all still relatively early days, so I don't want to judge. I think it's still pretty even and time will tell who is asleep and who is leading.
🔍SoFi Technologies: the fintech star that still shines 🌟💼📊
SoFi $SOFI is an exceptional player in the financial services industry. It offers its clients a comprehensive solution to all their financial needs, be it loans, investments or savings. With its own technology infrastructure and status as a bank ,SoFi is uniquely position ed to optimize costs and offer high value... Read more
PayPal $PYPL has once again moved its 2024 earnings forecast upwards, thanks to excellent results from branded checkout services such asBraintree and Venmo. These results helped the company increase transaction margins to $3.61 billion, anincrease of 8 % compa... Read more
Lockheed Martin: Supplier to the defence and aerospace industry
Lockheed Martin $LMT is a leading global defense and aerospace contractor. The company is primarily focused on providing advanced defense systems, aerospace technology and other security solutions. Through its long-term contracts with the U.S. government and other allied countries, Lockheed Martin has stable and... Read more
It's creating an interesting discount there. I think European car companies will survive, but they will simply have a harder time than those from China.
What price would $GOOGstock have to fall to for you to buy in?
Shares of $GOOG are down more than 8% in the past month and are slowly getting to interesting prices. I'd like to buy the stock again, but I'll only buy below $160 (preferably below $155).
🗓️Přehled of this week's events you shouldn't miss!
Hey investors here's another round-up of highlights for the week ahead. In my opinion, this week will be one of the most interesting earnings weeks.
Monday: Earnings: Before the markets open ONSemi $ON, a semiconductor company that currently has a major partnership with Volkswagen, will report earnings . We'll alsoget results... Read more
Thanks for the overview. There's a lot of results out there and it's going to be a busy week overall. I'm currently on vacation, but I'll at least try to follow it a bit😁
ServiceNow $NOW is a leading provider of cloud-based solutions focused on improving efficiency and productivity through workflow automation. The company focuses on integrating artificial intelligence (AI) into its products, strengthening its position in digital transformation and intelligent automation.
After the results, we could see a new peak. A super performance from a super interesting company. Continued rapid growth and low debt solidifies its position in the market.
NextEra Energy $NEE is a global leader in the provision of electricity and a major player in the renewable energy field. The company serves more than 12 million customers, with an additional 100,000 customers acquired in the first quarter of 2024 alone. As the dominant electricity provider in Florida, it benefits from the inelastic demand for... Read more
After that slump last year, the company got back on the saddle and now looks poised to look near the absolute top. I'm very curious about it even though it's not the type of investment for me.
📈📊 3M shares see strong growth thanks to great results and strategic actions!
Shares of $MMM are up more than 19 % to a near two-year high. This growth was fueled by the release of results that highlight a focus on cost reduction and supporting high-growth businesses.
The Trade Desk: Innovative Leader in Programmatic Advertising
The Trade Desk $TTD is a technology company that specializes in programmatic advertising. It offers a platform that enables advertisers and agencies to effectively manage digital advertising campaigns across multiple channels, including mobile, video, audio and connected TV. The platform leverages real-time bidding ...
Read more
Mark Zuckerberg said $META'squarter was a success and Meta AI has the potential to become the world's most used AI assistant by the end of the year. Those are pretty bold words. Who do you think is currently leading the way in terms of AI and AI assistants?
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It's hard to say, it's all still relatively early days, so I don't want to judge. I think it's still pretty even and time will tell who is asleep and who is leading.
🔍SoFi Technologies: the fintech star that still shines 🌟💼📊
SoFi $SOFI is an exceptional player in the financial services industry. It offers its clients a comprehensive solution to all their financial needs, be it loans, investments or savings. With its own technology infrastructure and status as a bank ,SoFi is uniquely position ed to optimize costs and offer high value...
Read more
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The company is really interesting and quite intrigued me, so it's on my watchlist.
ECB Interest Rate Decision in September
- The European Central Bank (ECB) is closely monitoring economic data ahead of a possible interest rate cut decision in September.
- The current inflation situation:
- Headline inflation: Expected to remain at 2.5% for the second consecutive month.
- Core inflation: Forecasts point to a decline to 2.8%, which includes less volatile items...
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Maybe that will happen in the United States. If that happens, I expect a rally before the end of the year :)
Investors, what is your favorite stock right now?
For me, it would have to be $ASML, followed by $AAPL and $GOOG.
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Apple and Microsoft make sure of that :)
💼📈 PayPal announced the results! 🚀
Strong growth and beating expectations!
Shares of the company are up more than 8%.
PayPal $PYPL has once again moved its 2024 earnings forecast upwards, thanks to excellent results from branded checkout services such asBraintree and Venmo. These results helped the company increase transaction margins to $3.61 billion, anincrease of 8 % compa...
Read more
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It's not for me, so it's not in my portfolio.
Lockheed Martin: Supplier to the defence and aerospace industry
Lockheed Martin $LMT is a leading global defense and aerospace contractor. The company is primarily focused on providing advanced defense systems, aerospace technology and other security solutions. Through its long-term contracts with the U.S. government and other allied countries, Lockheed Martin has stable and...
Read more
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I was thinking about adding it to my portfolio, but the price is currently quite high.
📉📈 Mercedes-Benz has announced the results! 🚗✨
Mercedes-Benz $MBG.DE reported its 2Q 2024 results on Friday, lowering its earnings outlook for the year. 📉
The company's shares have written off more than 2 % and for the year it's...
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It's creating an interesting discount there. I think European car companies will survive, but they will simply have a harder time than those from China.
McDonald's faces a drop in sales
- Decline in global sales:
- McDonald's $MCD saw a 1% decline in quarterly comparable sales, the first decline in 13 quarters.
- Analysts had expected a 0.53% increase, but the reality fell short of expectations.
- Competitive Pressure:
- McDonald's $MCD and other chains such as Domino's, Burger King, Wendy's and Starbucks introduced...
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It's still a great company, but I don't have it listed in my portfolio.
What price would $GOOGstock have to fall to for you to buy in?
Shares of $GOOG are down more than 8% in the past month and are slowly getting to interesting prices. I'd like to buy the stock again, but I'll only buy below $160 (preferably below $155).
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Google is my biggest position. I shopped for really very decent values, so the answer ba question is: deep😅
🗓️Přehled of this week's events you shouldn't miss!
Hey investors here's another round-up of highlights for the week ahead. In my opinion, this week will be one of the most interesting earnings weeks.
Monday: Earnings: Before the markets open ONSemi $ON, a semiconductor company that currently has a major partnership with Volkswagen, will report earnings . We'll alsoget results...
Read more
Zobrazit další komentáře
Thanks for the overview. There's a lot of results out there and it's going to be a busy week overall. I'm currently on vacation, but I'll at least try to follow it a bit😁
ServiceNow: Cloud solutions focused on automation
ServiceNow $NOW is a leading provider of cloud-based solutions focused on improving efficiency and productivity through workflow automation. The company focuses on integrating artificial intelligence (AI) into its products, strengthening its position in digital transformation and intelligent automation.
1. Decline and Subsequent...
Read more
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After the results, we could see a new peak. A super performance from a super interesting company. Continued rapid growth and low debt solidifies its position in the market.
NextEra Energy: And renewables
NextEra Energy $NEE is a global leader in the provision of electricity and a major player in the renewable energy field. The company serves more than 12 million customers, with an additional 100,000 customers acquired in the first quarter of 2024 alone. As the dominant electricity provider in Florida, it benefits from the inelastic demand for...
Read more
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After that slump last year, the company got back on the saddle and now looks poised to look near the absolute top. I'm very curious about it even though it's not the type of investment for me.
The success of Hermès
- Results for the first half of the year:
- Hermès $RMS.PA reported strong results, which led to a rise in its shares.
- Revenues rose 15% to €7.5 billion.
- Growth drivers:
- High demand in all regions, especially for leather goods and accessories.
- An expanding retail network and the introduction of new product lines.
- Financial indicators:
-...
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These results showed the difference between Hermes and LVMH and why they sell at such high valuations.
📈📊 3M shares see strong growth thanks to great results and strategic actions!
Shares of $MMM are up more than 19 % to a near two-year high. This growth was fueled by the release of results that highlight a focus on cost reduction and supporting high-growth businesses.
...Read more
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I don't have shares, but it's clear that the company is starting to do well.