Radim Göth
Radim Göth @RadimGoth

Performance
All

3.28%2026
2026
23.92%2025
2025
21.49%2024
2024
64.90%2023
2023
-33.07%2022
2022
10.42%2021
2021
116.03%2020
2020
116.0%0%-116.0%
Radim Göth
Radim Göth
Czech Republic
$MSFT (Microsoft) CEO just perfectly described what I was trying to share with several previous posts: "You've got to keep your harness separate from the model. The harness will ensure that your memory, your context, all of that is external. That means any given model at any given time is swappable." This... Show More
Radim Göth
Radim Göth
Czech Republic
Two things are happening to software at the same time, and most people are only looking just at one of them. The first is obvious: AI makes building things nearly free. Anyone can describe an app, a website, a workflow, and watch it get built in minutes. The second is less discussed: AI also makes breaking... Show More
Radim Göth
Radim Göth
Czech Republic
This chart shows the Free Cash Flow (FCF) projection by hyperscalers in comparison to the S&P 500. We all know that $MSFT (Microsoft), $AMZN (Amazon.com Inc), $GOOG (Alphabet), $META (Meta Platforms Inc), and others are funding the whole rally by spending on data centers for AI. Their money flows... Show More
Radim Göth
Radim Göth
Czech Republic
I want to share some news and my recent thoughts on several companies. Here we go 👇 💡Interesting idea that $WISE.L (Wise Ltd) is like a $COST (Costco Wholesale Corp) model applied to money. Lower costs lead to lower prices. Lower prices bring more volume. More volume lowers unit costs. And the loop... Show More
Radim Göth
Radim Göth
Czech Republic
$GTLB (GitLab) announced layoffs, and restructure plan that should cutoff 3 layers of management and reorganize R&D into 60 smaller autonomous teams. 100% bullish news, stock down 10%.
Not investment advice. The author may have financial interests in the mentioned instruments.
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GTLB
GitLab
38.97
3.29 (9.22%)
Radim Göth
Radim Göth
Czech Republic
“There’s no such thing as bad publicity.” $ETOR (eToro Group LTD) banners are today across major European news because of the chaos during the Slavia–Sparta derby. eToro, one of Slavia Prague’s main sponsors, is getting visibility from all the photos and TV coverage. From a pure marketing perspective,... Show More
Radim Göth
Radim Göth
closed a $ALGN buy position
Czech Republic
I just closed the trade at a profit of 47.34%
Not investment advice. The author may have financial interests in the mentioned instruments.
ALGN
Align Technology Inc
47.32%
Trade Story
Radim Göth
Radim Göth
Czech Republic
Our portfolio is now software-heavy. It’s a combination of several factors: my edge, low valuations, market sentiment, and a complete misunderstanding and misjudgment of Mr. Market. I have been working for more than 10 years in a SaaS company as a software developer. What I see every day in our company,... Show More
Radim Göth
Radim Göth
Czech Republic
One of the simplest signals I keep coming back to: Watch what management does, not what they say. When CEOs are buying their own stock and companies are aggressively buying back shares, it usually means one thing: they think the stock is cheap. $TTD (Trade Desk Inc) CEO Jeff Green bought ~$148M worth... Show More
Radim Göth
Radim Göth
closed a $VALE buy position
Czech Republic
I just closed the trade at a profit of 58.36%
Not investment advice. The author may have financial interests in the mentioned instruments.
VALE
Vale SA-ADR
58.36%
Trade Story

About Radim Göth
Czech Republic
Strategy: Value

I am contrarian value investor with 10+ years of experience.
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