Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
Portfolio Spotlight: Adding Rolls-Royce ( $RR.L ) to the portfolio
Yesterday I opened a new position in Rolls‑Royce Holdings. I had this stock on my watchlist for some time with a planned entry at 1170 GBP, which has now been reached. I entered with a position size of 1% of the portfolio and have set a target price of 1380 GBP.
(As usual, I wanted to include the company’s...
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Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
LVMH $MC.PA is again below €500
The company of billionaire Bernard Arnault is trading 47% below its 2023 high.
The decline is due to a combination of factors. LVMH reported 2025 revenue of €80.8 billion, a 5% year-on-year decrease. The key Fashion & Leather Goods division, which includes brands like Louis Vuitton and Dior, recorded an organic 5% drop in revenue and operating...
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I’m still holding a position in my portfolio, but I’m leaving it alone and not worrying about it anymore. The situation in France isn’t great, and that doesn’t help these companies either.
Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
Is anyone here investing in shares of $NVS?
I'm thinking of expanding my portfolio with a stock from the healthcare sector. It seems like a relatively stable industry that becomes more important year by year. At the same time, this company's valuation doesn't look overly stretched. I haven't studied Novartis in detail yet, so I'd appreciate any opinions. I would also welcome...
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I mostly had $CVS from that sector, which I bought after the big drops in 2024. It was still possible to get in at the start of 2025. The problem is that I don't think there's much potential left there now, so I sold the shares. In any case, I don't plan to include Novartis in my portfolio. On the other hand, United Health $UNH could be higher in a few years compared with today's prices.
Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
Investors, which stocks are on your watchlist right now?
Most stocks are currently very high, so I don't see many opportunities. A few weeks ago I added $NU to my portfolio and I’ve recently been interested in $DUOL. The stocks have fallen a lot and the drop seems exaggerated to me. There are, of course, risks, but overall it’s interesting.
Stocks are expensive right now and I'm not buying much. I'd like to buy more $AMD, but the price would have to be significantly lower.
Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
Good evening investors,
I’d like to ask what you think about the recent investment by $ASML in Mistral AI, where after investing €1.3 billion it became the largest shareholder with an 11% stake? And what impact do you think this will have on the company?
Although CEO $ASML Christophe Fouquet emphasized that the main purpose is to use AI within the company itself and that they...
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Bulios Black
Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
It’s a quality company and I really like the business, but the issue is the price. Aren’t you concerned about buying the stock after such a big run‑up and at that level?