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Sell or hold $AMZN? 📈
I’m currently thinking about what to do next with my position in $AMZN.
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🇮🇷 vs 🇺🇸
It's clear that tensions between the US and Iran are growing. From what I've seen on X, the US has moved a fairly large portion of its military to the Middle East, including aircraft carriers. I can't predict whether it'll be the same as with Venezuela, because Iran has a much stronger military. So far I haven't made any changes to my portfolio and I probably wouldn't...
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I'm just watching it for now and don't expect it to have a major impact on stocks. It depends on how large the intervention will be.
Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
While SpaceX is often talked about mainly in the context of Starlink and commercial launches, news has now emerged that pushes the company further into the hard defense business. According to Bloomberg, SpaceX, together with its subsidiary xAI, is participating in a classified Pentagon competition to develop voice-controlled autonomous drones. It’s a six-month project with a...
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This is extreme, but I’m not very surprised by Musk anymore. If there’s an IPO, it’ll be a roller coaster.
Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
European figures for November show a clear shift in the dynamics of the electric vehicle market. Sales Tesla $TSLA in the EU, EFTA and the UK fell year-on-year by almost 12% and market share dropped to 2.1%...
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European data still don't bode well for Tesla. Year-on-year declines in sales and a falling market share indicate a combination of stronger competition, an aging product lineup and worsening brand perception. $BY6.F is also great and, in my view, has greater potential to prove itself.
Bulios Black
Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
I'm not sure which metrics you're using to evaluate valuation, but for this company I prefer P/OCF, and it doesn't look expensive to me on that metric. The 10‑year median is roughly 25; currently it's about 20. Amazon is again in a phase of massive investments, from which profits will be harvested over the next few years. It's estimated that OCF could grow from about 180bn to around 285bn within roughly three years. I don't know many companies like that, so for now I don't have a reason to sell.