Ralphie Barlow

The anti-obesity drug industry was in 2023 valued at $5.6 billion and will exhibit a CAGR of 27% between 2024 and 2032 (expert opinion).

$LLY, $NVO and others are creating drugs like - Ozempic, Wegovy, Mounjaro and Zepbound - These are blockbusters in terms of weight loss market in my opinion. But which companies may have the best chance to take the biggest bite of that...
Zobrazit více

I saw that W. Buffett was selling $BACstock again . The reason for the sale is unknown, so I'd like to ask you. Is there a reason why he is divesting the bank's stock now, ahead of the impending interest rate cut, or is it just to realize profits? 🤔

$SNOW has written down 8% in the after market after earnings. In your opinion, is the price now acceptable to buy or is it still an overvalued stock? The results for me are not bad at all and YTD is already a loss of almost 30%.

Shares of $SNOW are down more than 30% this year. This week, the company will report its results for the latest quarter. I'd be interested to hear what you think the results will be and what your buying plan is for SNOW. It still looks pretty expensive to me despite the decline, but maybe I'm wrong.

Flash news: Computer maker HP plans to shift more than half of its computer production out of China over concerns about geopolitical risks with Taiwan, Nikkei Asia reported.

How much are you willing to pay for $HPQstock ? Do you think this move will translate into earnings?

The $METAresults are great, but what about the Reality Labs segment? Do you trust it? For now, it's just a money incinerator. As of the end of 2020, the Reality Labs unit has generated cumulative losses of approximately $50 billion!

A lot of people here often ask what you are buying or if you are going to buy any stocks. But what about those sales, have you managed to sell anything recently at a decent profit? I recently sold a chunk of a stake in $VST with some 70% since the beginning of the year.

Global sales of all-electric and plug-in hybrid vehicles rose 13% in June compared to the same month in 2023, driven by growth in China, while they fell in Europe, Rho Motion said.

China accounted for more than 60% of the total, as the growing availability of electric vehicles and BYD's strong sales helped boost PHEV share in the domestic market in the first half of the year.

Are...
Zobrazit více

So after the inflation data, it looks like the S&P 500 $^GSPC is going to beat the new ATH again today (if the positive sentiment holds). Investing in some ETF replicating the S&P 500 may not be as fun as stock picking, but then again I don't have that many positions that will beat +18% YTD this year 😄.

Rockstar Games, a division of Take-Two $TTWO, has asked employees to return to the office 5 days a week starting in April as they enter the final stages of development on Grand Theft Auto VI (GTA 6). Anyone speculatively thinking of taking TTWO before the release of GTA 6? For my part, gamers will surely love to play the new release that they have been waiting so many years for...
Zobrazit více

I am very satisfied with the results of PayPal $PYPL, I decided to open a position in the company on Friday and today I hope to see the first positive percentages after the results. Do you have PYPL in your portfolio?

In your opinion, is it too late to buy $XOM stock after the big PXD acquisition? To me, the current price seems fair enough and I think expanding their reach will only help them in the future. What do you think?

Tesla's $TSLA Dojo supercomputer, designed to train AI models for autonomous vehicles, could give the automaker an "asymmetric advantage" and boost its market capitalization by nearly $600 billion, or 76%, Morgan Stanley estimates.

Did he ever buy any shares of $LMT yesterday? Almost 5% is a good drop for such a company.

Are you going to take advantage of today's declines or do you think the washout here could stretch out for more days? For me, this is the first time in my life that I've been around something like a downgrade of the US credit...
Zobrazit více