Killing the market episode 427: $SHOP (Shopify Inc.) published astonishing results and it’s of course in our portfolio, which is up +30% YTD 🚀🚀
FCF, cost control, growth: everything is going is the good direction for this amazing company, which has revolutionized ecommerce.
Next step: November 21st... Show More
Tha attached picture is a pool of investors answering the question:
What will be the best performing major equity index by year end 2024?
I believe Nasdaq but most investors see US small cap. Europe is completely out of favor. Value play?
$GOOG (Alphabet)$BRK.B (Berkshire Hathaway Inc)$MSFT (Microsoft)... Show More
- 1982-2000, US stocks surged 1,099% (14.8% annualized )
- 1950s-60s, the market gained 475% (10.2% annualized)
- 1910-1920s, the price gain was 261% (7.4% annualized)
- Since 2009, the S&P 500 is up 390% (11.6% annualized)
The final five years of both the 1990s surge and the 1920s surge were the... Show More
The power of the US, the importance of its CPI (finally some good news!) is incomparable to the marginal french political noise.
So Long US of course, and buy the dip in France obviously, as the market does not understand the french politics
$SGO.PA (Compagnie de Saint-Gobain S.A.)$NVDA (NVIDIA Corporation)... Show More
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