Marek Waldhans
Marek Waldhans @Markopolo98

Performance
All

9.48%2026
2026
32.65%2025
2025
2.08%2024
2024
37.24%2023
2023
-14.92%2022
2022
16.59%2021
2021
-1.86%2020
2020
-0.59%2019
2019
37.2%0%-37.2%
Marek Waldhans
Marek Waldhans
Czech Republic
$NKE (NIKE) new CEO has a lot of work ahead
Not investment advice. The author may have financial interests in the mentioned instruments.
Marek Waldhans
Marek Waldhans
Czech Republic
$MU (Micron Technology, Inc.)
Not investment advice. The author may have financial interests in the mentioned instruments.
Marek Waldhans
Marek Waldhans
Czech Republic
$BIDU (Baidu, Inc.-ADR) www.youtube.com/watch?v=_ny1uvVT9PE Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
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BIDU
Baidu, Inc.-ADR
83.95
0.2100 (0.25%)
Marek Waldhans
Marek Waldhans
Czech Republic
$PYPL (PayPal Holdings)
Not investment advice. The author may have financial interests in the mentioned instruments.
Marek Waldhans
Czech Republic
Even though I believe the share price is still well below intrinsic value, I sold half of my position, reducing my exposure to 6% of my portfolio. I believe selling a stake in ITC and buying back shares (with the low float) can still shoot the price to $40+ a piece. Deleveraging and a willingness to... Show More
Marek Waldhans
Marek Waldhans
Czech Republic
Are you guys buying $BTI (British American Tobacco PLC ADR) $BATS.L (British American Tobacco) ? 2 year ago I bought them for 25gbx and sold above 33. Now it seems to me that the entry price is fine again. And what about you? Do you prefer $PM (Philip Morris International Inc.) / $MO (Altria Group Inc)... Show More Translate
Marek Waldhans
Marek Waldhans
Czech Republic
$BATS.L (British American Tobacco) $BTI (British American Tobacco PLC ADR) Just shared earnings UPDATE 1-British American Tobacco beats first-half profit forecasts 8:11 | 25. JULY24 | reuters.com UPDATE 1-British American Tobacco beats first-half profit forecasts (Adds detail from paragraph 3) LONDON,... Show More
Marek Waldhans
Marek Waldhans
Czech Republic
JD.com Announces Updates of Its Share Repurchase Program Beijing, April 18, 2024— JD.com, Inc. (“JD.com” or the “Company”) (NASDAQ: JD and HKEX: 9618 (HKD counter) and 89618 (RMB counter)), a leading supply chain-based technology and service provider, today announced that, during the quarter ended March... Show More
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JD.US
JD.com-ADR
26.91
0.1300 (0.49%)
Marek Waldhans
Marek Waldhans
Czech Republic
Just a few notes. 1898-1992 SP500 average return was 6% (by dollar cost averaging) Average P/E was 20.8x Current P/E for SP500 $SPX500 is 23.27x 2002 Internet bubble P/E was 44x 2007 housing market crisis P/E was 70x
Not investment advice. The author may have financial interests in the mentioned instruments.
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SPX500
SPX500 Index (Non Expiry)
7817.64
12.74 (0.16%)
Marek Waldhans
Marek Waldhans
Czech Republic
$CVS (CVS Health Corp) 1D chart shows forming golden cross, your thoughs?
Not investment advice. The author may have financial interests in the mentioned instruments.
Marek Waldhans
Marek Waldhans
Czech Republic
$BABA (Alibaba-ADR) $JD.US (JD.com-ADR) is the biggest disappointment...
Not investment advice. The author may have financial interests in the mentioned instruments.

About Marek Waldhans
Czech Republic
Strategy: Value

I prefer buying companies with positive FCF.
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