📉 𝙈𝙎𝙁𝙏: 𝙏𝙝𝙚 "𝘾𝙖𝙥𝙚𝙭 𝙍𝙚-𝙥𝙧𝙞𝙘𝙞𝙣𝙜" 𝘿𝙞𝙥 — 𝘾𝙧𝙞𝙨𝙞𝙨 𝙤𝙧 𝙂𝙚𝙣𝙚𝙧𝙖𝙩𝙞𝙤𝙣-𝘿𝙚𝙛𝙞𝙣𝙞𝙣𝙜 𝘽𝙪𝙮?
We just witnessed one of the roughest months for Microsoft ($MSFT (Microsoft)) in years, with the stock more than 20% down into a textbook bear market.
If you look... Vis Oversæt
✈️𝙏𝙪𝙧𝙗𝙪𝙡𝙚𝙣𝙘𝙚 𝘼𝙝𝙚𝙖𝙙? 𝙒𝙝𝙖𝙩 𝙀𝙫𝙚𝙧𝙮 𝙄𝙣𝙫𝙚𝙨𝙩𝙤𝙧 𝙉𝙚𝙚𝙙𝙨 𝙩𝙤 𝙆𝙣𝙤𝙬 𝘼𝙗𝙤𝙪𝙩 𝘼𝙞𝙧𝙡𝙞𝙣𝙚𝙨 𝙍𝙞𝙜𝙝𝙩 𝙉𝙤𝙬
Passenger airline investing in 2026 is characterised by:
- strong passenger demand
- against the back of macroeconomic headwinds
- record profitability
- thin... Vis Oversæt
𝙒𝙝𝙮 𝟮𝟬𝟮𝟲 𝙞𝙨 𝙩𝙝𝙚 "𝙂𝙤𝙡𝙙𝙚𝙣 𝘼𝙜𝙚" 𝙛𝙤𝙧 𝙅𝙖𝙥𝙖𝙣?
Japan is no longer the "forgotten market." After decades of stagnation, the Land of the Rising Sun has transformed into a global powerhouse for growth and shareholder returns. Japan has moved past its decades-long... Vis Oversæt
𝙄𝙨 $𝙋𝙁𝙀 𝙩𝙝𝙚 𝙐𝙡𝙩𝙞𝙢𝙖𝙩𝙚 𝟮𝟬𝟮𝟲 "𝘾𝙤𝙢𝙚𝙗𝙖𝙘𝙠" 𝙋𝙡𝙖𝙮?
Dear Followers and Copiers
Hope you had a great year to date. Today we're on Pfizer.
While many have focused on Pfizer’s post-COVID revenue reset, the data suggests 2026 is shaping up to be a pivotal year for... Vis Oversæt
𝙄𝙨 𝙩𝙝𝙚 𝙃𝙚𝙖𝙡𝙩𝙝𝙘𝙖𝙧𝙚 "𝙂𝙤𝙡𝙙 𝙍𝙪𝙨𝙝" 𝙅𝙪𝙨𝙩 𝙀𝙣𝙩𝙚𝙧𝙞𝙣𝙜 𝙋𝙝𝙖𝙨𝙚 𝟮?
Many investors feel they missed the boat on the parabolic runs of $LLY (Eli Lilly & Co) and $NVO. But the "First Wave" was about proof of concept. The 𝙎𝙚𝙘𝙤𝙣𝙙 𝙒𝙖𝙫𝙚 is about 𝘼𝙘𝙘𝙚𝙨𝙨𝙞𝙗𝙞𝙡𝙞𝙩𝙮... Vis Oversæt
📈 𝟮𝟬𝟮𝟲 𝙑𝙞𝙨𝙞𝙤𝙣: 𝙏𝙝𝙚 𝙁𝙤𝙧𝙘𝙚𝙨 𝙎𝙝𝙖𝙥𝙞𝙣𝙜 𝙩𝙝𝙚 𝙉𝙚𝙭𝙩 𝙈𝙖𝙧𝙠𝙚𝙩 𝘾𝙮𝙘𝙡𝙚
As 2025 was "recovery mode" for the market with the AI boom and rate cuts, 2026 is expected to be a "structural transformation phase" defined by execution and infrastructure.
Here... Vis Oversæt
𝙃𝙚𝙖𝙙𝙡𝙞𝙣𝙚: 🇿🇦 𝙎𝙤𝙪𝙩𝙝 𝘼𝙛𝙧𝙞𝙘𝙖𝙣 𝙄𝙣𝙫𝙚𝙨𝙩𝙤𝙧𝙨: 𝟯 𝘿𝙖𝙮𝙨 𝙇𝙚𝙛𝙩 𝙩𝙤 𝙐𝙨𝙚 𝙔𝙤𝙪𝙧 𝙍𝟭𝙢 𝘼𝙡𝙡𝙤𝙬𝙖𝙣𝙘𝙚!
If you haven't fully utilized your 𝙎𝙞𝙣𝙜𝙡𝙚 𝘿𝙞𝙨𝙘𝙧𝙚𝙩𝙞𝙤𝙣𝙖𝙧𝙮 𝘼𝙡𝙡𝙤𝙬𝙖𝙣𝙘𝙚 (𝙎𝘿𝘼) for 2025, the clock is ticking. You have until December... Vis Oversæt
🚀 𝐁𝐨𝐞𝐢𝐧𝐠'𝐬 𝐏𝐚𝐭𝐡 𝐭𝐨 𝐑𝐞𝐜𝐨𝐯𝐞𝐫𝐲: 𝐈𝐬 𝐓𝐡𝐢𝐬 𝐭𝐡𝐞 𝟐𝟎𝟐𝟓 𝐓𝐮𝐫𝐧𝐚𝐫𝐨𝐮𝐧𝐝 𝐒𝐭𝐨𝐫𝐲?
𝐀𝐯𝐢𝐚𝐭𝐢𝐨𝐧 𝐒𝐡𝐚𝐤𝐞-𝐔𝐩
A leading global aerospace company, $BA (Boeing) develops, manufactures, and services commercial airplanes, defence products, and space systems for customers... Vis Oversæt
𝗗𝗲𝗮𝗿 𝗖𝗼𝗽𝗶𝗲𝗿𝘀 𝗮𝗻𝗱 𝗙𝗼𝗹𝗹𝗼𝘄𝗲𝗿𝘀,
Two months to the end of yet another exciting year!
Chevron is one of the assets in our portfolio and I’m sharing some insights on recent developments.
𝗖𝗵𝗲𝘃𝗿𝗼𝗻'𝘀 𝗦𝗵𝗶𝗳𝘁𝗶𝗻𝗴 𝗦𝗮𝗻𝗱𝘀 𝗶𝗻 𝗩𝗲𝗻𝗲𝘇𝘂𝗲𝗹𝗮
𝗪𝗵𝗮𝘁 𝘁𝗵𝗲 𝗩𝗲𝗻𝗲𝘇𝘂𝗲𝗹𝗮... Vis Oversæt
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