$HCC (Warrior Met Coal Inc) celebrates Blue Creek Mine completion with stock +12% in the last couple of days and +90% since I started accumulated position seven months ago.
Average analyst price target is $84 while current price is $97. For a second, I was thinking about closing part of this position... عرض المزيد ترجم
Dear copiers, I am planning to add approximately 9% in new funds on Friday 23rd January.
You can add funds with me, add more funds or just leave it as it is. Portfolio will rebalance automatically.
I can see several good quality businesses out there that are not expensive at all.
$ADBE (Adobe Systems... عرض المزيد ترجم
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...
If I had one wish for anyone reading this post, I would wish you to completely avoid... عرض المزيد ترجم
Market valuations are rich - that is a narrative of a last few months. But if you zoom in, you can see bunch of good quality companies trading on pretty low multiples. Let's dive in.
Many investors today fear over valuation. That's todays narrative everywhere. And that's why many investors... عرض المزيد ترجم
$HCC (Warrior Met Coal Inc) is my largest position. Here are a few thoughts why I consider it low-risk despite being mining company where valuations typically depend on the commodity prices, metallurgical coal in this case.
1) Metallurgical coal doesn't have any alternative that scales globally.... عرض المزيد ترجم
Recently, Cursor AI introduced its own model Composer 1 for coding. I have been using it for a week now and I have to admit that it is pretty good and fast. Just a couple of weeks before, the xAI published their Grok-Code-Fast, which, at least for me, was better for different purposes that I need, but... عرض المزيد ترجم
Here are my 3 tips what to do when markets are at all-time high.
Every investor faces this moment sooner or later: markets are hitting record after record, valuations look stretched, and everything seems too expensive to buy. You’ve got cash, but no clear opportunity.
Here's how I work with that... عرض المزيد ترجم
$NBIS (Nebius Group NV) the reason why companies like that are getting deals from $MSFT (Microsoft)$GOOG (Alphabet) and others is that those giants don't want to build all the capacity by themselves and keep it on their balance sheets. So just in case there will be not enough demand for AI, it... عرض المزيد ترجم
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Sat Jan 17 2026 09:35:36 GMT+0000 (Coordinated Universal Time)