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
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
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
Update about my activity from the last period:
1οΈβ£ New position β $KSPI (Kaspi.kz)
I added a new position in $KSPI, acquiring shares at $70.16 and $71.61/share.
Itβs 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
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 $2.7β2.9B disappointed some investors.
But honestly, for me, that guidance is above expectations.
In a previous post, I... Show More
Regarding the news about potential takeover interest in $PYPL (PayPal Holdings), I believe the company should not be sold for anything less than $100Bπ°
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
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 companyβs global footprint.
Let's see what are the main advantages of this acquisition:
1οΈβ£ Financials... Show More
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
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