Feed
Read More
Portfolio Spotlight: Sell, hold, or hope? That is the question.
Every investor sooner or later finds herself in the same situation.
You buy a stock with a clear investment thesis, set a target price and a maximum acceptable loss. And then the market decides to move in exactly the opposite direction to what you expected.
I'm currently in exactly that situation with positions in The...
Read more
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Read More
Portfolio Spotlight: May 2026
May continued the positive sentiment that returned to the markets after the spring correction. Investors remained focused primarily on AI, technology and growth companies, while concerns about inflation, interest rates and geopolitical tensions temporarily receded into the background. The S&P 500 index continued to rise and further improved its...
Read more
Zobrazit další komentáře
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
I reduced my positions in MSFT and CTAS. I added to TSM, NDAQ and some insurers. I’m considering buying GRMN.
Read More
MercadoLibre ($MELI) – Market overreaction to the results? 📉
Yesterday $MELI released quarterly results, after which the stock initially dropped.
Personally, I view this reaction as short-term and significantly exaggerated. I used the dip to increase my position at a price of 1,636 USD. My total exposure to $MELI now represents approximately 2.2% of my portfolio, with an average...
Read more
Zobrazit další komentáře
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
MELI is a great stock, but I’ve never bought it simply because, as they say, it’s the “Amazon of South America” and I already have Amazon in my portfolio. Besides, Amazon does a lot more than MELI, which is really mainly a marketplace and fintech. The reaction is overblown — the growth chart MELI has is rare to see, but so far I’ve tended to prefer something else. I still have it on my watchlist, and if it falls to an “irresistible” price I’ll consider entering.
One more downside: the price of a single share is just quite high; a stock split would do them a lot of good — I don’t know why they haven’t done one yet.
Read More
I recently came across a company called MercadoLibre. Their business is quite similar to Amazon. Overall, the company has been quite successful and profitable in recent years. It might not be bad for a smaller position, but the price is pretty high right now.
What's your take on MercadoLibre ($MELI)?
Read More
MercadoLibre: the booming Latin American business giant
-Latin Americanbusiness giant: MercadoLibre $MELI is a Latin American business giant, often compared to the "Amazon of Latin America", but it offers much more. In addition to its trading sites, it also has a thriving fintech wing.
-Strong growth:$MELI has long shown strong growth, including in the first quarter of this year...
Read more
I gave up on SL and TP because I gradually realized that I am a long-term investor. Only if the SL/TP were set 10–15 years ahead.