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Interesting turnaround: just a few years ago $UBER was burning massive amounts of cash and $TSLA had huge margins.
Today the situation is different – Uber is gradually increasing its operating profit and has even overtaken Tesla on the chart.
An example of how quickly a business model can turn around. 🚗📈
Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
Today was an extreme sell-off. The only thing annoying me is $NVO, where I’ve been bleeding for a long time, and just when it looked like things were turning for the better, we got hit. Unfortunately, there’s nothing to be done.
Who are your top picks right now? At current prices I have three — $MSFT, $FICO (it’s brutal, but it could still go a bit lower 🤣) and $SPGI
Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
Hi, which stocks are you currently watching, and which do you think are fairly priced or undervalued? I'm still drawn to Google $GOOG!
Thanks and take care.
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$GOOG is no longer an optimal investment and appears overvalued, in contrast, $NFLX currently presents a more attractive opportunity.
Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
Shares $RDDT have risen by more than 390% over the past two years, which is a solid performance. After the IPO the shares plunged significantly, but they later recovered and the company is doing quite well now. At the current valuation I won't invest in it, but after a possible correction it could be interesting.
What are your thoughts on Reddit? Do you hold $RDDT in your...
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Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
I'm curious how Reddit will approach LLM models. Right now they get some revenue from chatbots that draw on their content when answering queries. But what will it be like in a few years when people become more comfortable and a scenario similar to what was predicted for Google becomes likely? Will people visit their pages or just rely on a quick answer? Advertisers will inevitably have to respond to this.
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$AMD and $NVDA are, together with a weaker dollar, reaching interesting levels for us. Are you considering buying? If so, at what price levels are you waiting? Which company do you prefer?
Have a nice weekend.
I sold both AMD and NVIDIA (168). I took decent profits, and if I buy again I’d probably only pick one company — I’ll see what the dip does and whether it even falls lower, maybe around $135 for AMD and $145 for NVIDIA 🍀
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Even from the perspective of stock performance, it’s been visible quite clearly since 2022, when the situation started to shift. $UBER has even managed to outperform Tesla’s shares $TSLA over the past four years. And quite significantly. The ratio is 62% for Uber vs. 31.4% for Tesla.