𝙄'𝙫𝙚 𝙗𝙚𝙚𝙣 𝙗𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙖 𝙉𝙀𝙒, 𝙎𝙄𝙕𝙀𝘼𝘽𝙇𝙀 𝙥𝙤𝙨𝙞𝙩𝙞𝙤𝙣:
It's a company that has grown its revenues by over 20% per year during the past 3 years
Profits per share have increased by over 16% per year
It's true that revenue and profit growth have been slowing down... Vis Oversæt
𝙎𝙀𝙀𝙆𝙄𝙉𝙂 𝙊𝙋𝙋𝙊𝙍𝙏𝙐𝙉𝙄𝙏𝙄𝙀𝙎:
If you like fishing, you know that the chances of catching a good fish increase when you're fishing in a good place that is not crowded. More fish, fewer people, a higher chance to fish.
If you want to buy a house, the same applies: the fewer people bidding... Vis Oversæt
𝘼𝙇𝙄𝘽𝘼𝘽𝘼 𝙐𝙋 𝙊𝙑𝙀𝙍 𝟭𝟬%. 𝙒𝙃𝙔??
Alibaba has risen today by over 10% in Hong Kong trading hours. As you know, $9988.HK (Alibaba Group Holding Ltd (Hong Kong)) is one of my main positions, and very bullish about the company. But why is it going up today?
Alibaba's management ( $BABA... Vis Oversæt
𝙐𝙋 𝙒𝙃𝙀𝙉 𝙏𝙃𝙀 𝙈𝘼𝙍𝙆𝙀𝙏 𝙄𝙎 𝘿𝙊𝙒𝙉:
It's curious to see how the portfolio is behaving lately. In days when the market goes up, it goes down; but in days when the market goes down, it goes up.
Of course, this is due to my investment process. To avoid risk, I avoid overpriced stocks... Vis Oversæt
𝐏𝐞𝐨𝐩𝐥𝐞 𝐚𝐬𝐤: “𝐖𝐡𝐲 𝐝𝐨𝐞𝐬 𝐢𝐭 𝐰𝐨𝐫𝐤?”
My answer is: how can it not work?
Value investing is very simple: you buy a business for less than it is worth, and then you simply wait for the market to recognize its value
It can take some time, but it always happens.
Why?
Because you are... Vis Oversæt
𝙆𝙄𝙇𝙇𝙀𝘿 𝘽𝙔 𝘼𝙄? - 𝙉𝙊𝙋𝙀, 𝙐𝙋 𝟱%
During the recent run-up of AI and AI-related stocks, I've been actively purchasing companies with great moats at very low valuations. One of those companies is $FDS (Factset Research Systems Inc.)$FDS has released results today and, of course, AI hasn't... Vis Oversæt
𝙀𝙫𝙚𝙧𝙮𝙩𝙝𝙞𝙣𝙜 𝙬𝙚 𝙚𝙭𝙥𝙚𝙘𝙩𝙚𝙙
Wise ( $WSE (Wise Group Plc), $WISE.L (Wise Ltd) ) released results yesterday. These are the main figures:
✅ Revenue up 19%
✅ Cross-border volume up 31% (this is the figure that tells you how the core business is doing)
✅ Card spend up 37%
❌ Operating and... Vis Oversæt
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Sun Jul 12 2026 10:29:27 GMT+0000 (Coordinated Universal Time)