Cosmin Georgian Ursulescu
Cosmin Georgian Ursulescu @Cosmin188

Performance
All

-6.63%2026
2026
39.06%2025
2025
35.70%2024
2024
39.1%0%-39.1%
Cosmin Georgian Ursulescu
Great news ! news.adobe.com/news/2026/06/adobe-to-acquire-topaz-labs Top 4 Key Benefits of this acquisition for $ADBE (Adobe Systems Inc) : 1. Immediate On-Device AI Arrive (Neurostream Tech): Topaz brings its proprietary Neurostream technology, allowing large AI models to run locally on consumer... Show More
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ADBE
Adobe Systems Inc
228.00
-2.61 (-1.13%)
Cosmin Georgian Ursulescu
Update on my activity in the last weeks: I completely sold my $LUV (Southwest Airlines Co) position around $43.87/share, locking in a 41% profit. I also sold almost 50% of my $JD.US (JD.com-ADR) position around $30.87/share, almost at breakeven, in order to reduce exposure without taking a significant... Show More
Cosmin Georgian Ursulescu
$PYPL (PayPal Holdings)
Not investment advice. The author may have financial interests in the mentioned instruments.
Cosmin Georgian Ursulescu
Update on my activity in the last weeks: I reduced exposure in some positions and rebalanced the portfolio. I sold 50% of $ADBE (Adobe Systems Inc) around $248/share, taking a loss, mainly because the position was too large. I kept half, as I still believe the company is solid. I also reduced or exited... Show More
Cosmin Georgian Ursulescu
Update on my activity in the last week: I took advantage of the recent sell-off and added more $META (Meta Platforms Inc) at $615.98/share and $AMZN (Amazon.com Inc) at $206.52/share. At these levels, both look very attractive to me β€” these are companies that will come out stronger from any crisis,... Show More
Cosmin Georgian Ursulescu
Update about my activity from the last period: 1️⃣ New position – $KSPI (Kaspi.kz) I added a new position in $KSPI, acquiring shares at $70.16 and $71.61/share. It’s a company that is a leader in e-commerce, fintech, and digital payments in Kazakhstan and is developing very well in Turkey. In my opinion... Show More
Cosmin Georgian Ursulescu
I read the Q4 2025 financial report of $HIMS (Hims & Hers Health Inc), and I must say I liked it. The stock is down ~8% in pre-market, probably because FY 2026 revenue guidance of $2.7–2.9B disappointed some investors. But honestly, for me, that guidance is above expectations. In a previous post, I... Show More
Cosmin Georgian Ursulescu
Regarding the news about potential takeover interest in $PYPL (PayPal Holdings), I believe the company should not be sold for anything less than $100BπŸ’° With a current market cap around $38B, any serious negotiation should imply a substantial premium. This situation seems similar to the $WBD (Warner... Show More
Cosmin Georgian Ursulescu
Big news from $HIMS (Hims & Hers Health Inc) They recently announced the acquisition of Eucalyptus, a leader in telemedicine and digital health. This is a $1.15B move that significantly changes the company’s global footprint. Let's see what are the main advantages of this acquisition: 1️⃣ Financials... Show More
Cosmin Georgian Ursulescu
Today, I sold half of my position in $HIMS (Hims & Hers Health Inc) and took a significant 40.9% loss on that investment. The position was too large (7.66% of the portfolio), especially considering all the events that unfolded around HIMS in recent weeks. I kept half of the position because I believe... Show More

About Cosmin Georgian Ursulescu
Romania
Strategy: Value

🎯Beating S&P 500 ⭐Focused on identifying undervalued stocks, while managing risk
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