Even though it looked like FICO was starting to recover after such a sharp drop—gaining over +20% in two weeks—it has since fallen again and is down more than 25% in the last week alone. Here are the main reasons↓
The start of the problem
October 1, 2025 FICO officially launched its Mortgage Direct License Program. With this move it offered banks the... Read more
Over the past months, $NIO has shown a fairly clear turnaround — the company has started delivering on its volume promises and accelerated expansion outside China, but the stock has reacted only lukewarmly because the market still doesn’t believe in long-term profitability. The story driving the company right now is mainly growth in delivered cars, the milestone of nearly a... Read more
Since the end of February, shares of $XYZ have risen by more than 30% after the announcement of layoffs affecting over 40% of employees. I’ve been following the company for some time and the business looks great, but over the long term the shares tend to move sideways and are quite volatile.
What’s your opinion on $XYZ? Does it make sense to invest in a company like this, or... Read more
I talked about the company in my new YouTube video — after the announcement the shares jumped 18%. It feels a bit extreme to me that a stock rally would be triggered just by news of nearly half the employees being laid off. Sure, cutting headcount reduces costs and can boost margins, but for me the question is the sustainability of those profits. 👀
Amazon $AMZNtapped the U.S. bond market for $37 billion and, together with a planned euro issuance, the total could approach $50 billion. That makes it one of the largest corporate debt offerings in history, moreover without being driven by any major acquisition.
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... Read more
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.
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.
Which stocks are you planning to buy or sell this week?
I will add to $SOFI again today, and if the dip continues, I will keep buying. I’m also watching $AMD, which I’d like to buy around $180, which seems quite realistic given the current sentiment.
Why is FICO falling?📉 $FICO
Even though it looked like FICO was starting to recover after such a sharp drop—gaining over +20% in two weeks—it has since fallen again and is down more than 25% in the last week alone. Here are the main reasons↓
The start of the problem
October 1, 2025 FICO officially launched its Mortgage Direct License Program. With this move it offered banks the...
Read more
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I still think it's a great company and that it has a huge moat. Besides, this seems like just a short-term problem.
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Visa $V and Mastercard $MA are still moving away from their highs. Visa is already back at last April’s levels!
The high-quality businesses of both companies continue to face market pressure. The shares are trading more than 16% below their ATH.
...Read more
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Not even the highest‑ranking official helped them when he spoke about the outrageous fee gouging.
Over the past months, $NIO has shown a fairly clear turnaround — the company has started delivering on its volume promises and accelerated expansion outside China, but the stock has reacted only lukewarmly because the market still doesn’t believe in long-term profitability. The story driving the company right now is mainly growth in delivered cars, the milestone of nearly a...
Read more
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This year the shares could easily rise, but it will depend heavily on geopolitics and upcoming results.
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PayPal’s rerating case: value stock optics, growth cash flows
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Stable Inflation May Be the Calm Before a Geopolitical Storm
Since the end of February, shares of $XYZ have risen by more than 30% after the announcement of layoffs affecting over 40% of employees. I’ve been following the company for some time and the business looks great, but over the long term the shares tend to move sideways and are quite volatile.
What’s your opinion on $XYZ? Does it make sense to invest in a company like this, or...
Read more
Zobrazit další komentáře
I talked about the company in my new YouTube video — after the announcement the shares jumped 18%. It feels a bit extreme to me that a stock rally would be triggered just by news of nearly half the employees being laid off. Sure, cutting headcount reduces costs and can boost margins, but for me the question is the sustainability of those profits. 👀
https://www.youtube.com/watch?v=z2ddXSa8CNk
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High‑quality software growth: does the current valuation still leave upside?
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The 3 Most Indebted Companies in the S&P 500
Amazon $AMZN tapped the U.S. bond market for $37 billion and, together with a planned euro issuance, the total could approach $50 billion. That makes it one of the largest corporate debt offerings in history, moreover without being driven by any major acquisition.
...Read more
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Another great strategic move that will bring Amazon a lot of money. I'm a bit surprised the shares aren't reacting to it at all.
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We just launched Fair Price Index — an institutional-grade stock valuation tool covering 37,000+ stocks worldwide.
Three independent models (DCF, relative valuation, analyst consensus) converge into one fair price signal. Updated daily.
See how the biggest names stack up right now:
• AAPL trades 35% above fair value
• TSLA trades 48% above fair value
• MSFT trades 23% above fair...
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When a founder sells: How Thiel’s move reshapes the Palantir stock debate
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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...
Read more
Zobrazit další komentáře
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.
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Top 10 S&P 500 Stocks Delivering the Biggest Gains This Year
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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. 🚗📈
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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.
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A 9% dividend and a deep discount: what investors are really being paid to accept
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Israel struck several refineries and fuel storage tanks in Tehran. The consequences could be far worse than the bombing itself.
Oil prices jumped another nearly 15% overnight. Over the past week, oil prices have risen by 45%.
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This doesn't look good at all, and it would be nice if some positive news came through.
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Oil Surges Again: What Happened to Markets During the Oil Shocks of 2008 and 2022
Which stocks are you planning to buy or sell this week?
I will add to $SOFI again today, and if the dip continues, I will keep buying. I’m also watching $AMD, which I’d like to buy around $180, which seems quite realistic given the current sentiment.
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Right now nothing — my regular monthly buy has already happened, and it would need to fall a bit further for my hand to twitch and hit buy again 😄