Domenico Doronzo
Domenico Doronzo @viveredidividend

Performance
All

9.25%2026
2026
24.13%2025
2025
16.67%2024
2024
13.91%2023
2023
-22.17%2022
2022
-2.12%2021
2021
24.45%2020
2020
24.5%0%-24.5%
Domenico Doronzo
APPLE HAS A NEW CEO TODAY. SHOULD YOU SELL THE STOCK? Today, John Ternus officially takes over as CEO of $AAPL (Apple). Tim Cook, after 15 years leading Apple, becomes Executive Chairman. Whenever a legendary CEO steps down, investors immediately ask: Is this the moment to sell? My answer: not because... Show More
Domenico Doronzo
WALL STREET SEES THE S&P 500 AT 7,900. SHOULD YOU ACTUALLY CARE? Wall Street remains bullish. A new Reuters poll of strategists published today puts the median year-end target for the S&P 500 at 7,900. UBS is even more optimistic, with a target of 8,100. With the index recently around 7,677,... Show More
Domenico Doronzo
APPLE IS SPENDING BILLIONS BUYING ITS OWN STOCK. IS THAT ACTUALLY GOOD FOR SHAREHOLDERS? $AAPL (Apple) has become one of the largest share repurchasers in corporate history. In April, Apple authorized an additional $ 100 billion share repurchase program. Now we can see how aggressively capital is actually... Show More
Domenico Doronzo
NIKE IS DOWN 77%. AT $ 40, IS IT FINALLY A BUY? NIKE recently fell close to $ 40, its lowest level in roughly 12 years. From its 2021 all-time high of $ 177.51, the stock has lost approximately 77%. That sounds like a bargain. But a falling stock and a cheap stock are not the same thing. So I went through... Show More
Domenico Doronzo
THE NEXT AI BOTTLENECK MAY NOT BE CHIPS. IT MAY BE CAPITAL. For most of the AI boom, investors have focused on GPUs, data centers and electricity. I think another constraint deserves attention: the cost of capital. AI-related bond issuance has reached roughly $ 220B in 2026, versus just $ 12.5B last... Show More
Domenico Doronzo
WALMART MISSED. BUT DID THE BUSINESS REALLY SLOW DOWN? $WMT (Walmart Inc.) just delivered one of those earnings reports that reminds us why headline numbers can be dangerous. Walmart U.S. comparable sales grew 2.6%, below expectations. The stock reacted sharply. But look one layer deeper. Excluding... Show More
Domenico Doronzo
TARGET JUST BEAT EARNINGS. BUT HOW MUCH OF THE PROFIT WAS REPEATABLE? $TGT (Target Corp) just reported a strong quarter. Comparable sales: +3.8% Digital sales: +8.7% Traffic increased. Full-year sales guidance was raised. At first glance, this looks like a straightforward earnings beat. But there... Show More
Domenico Doronzo
$ 47 BILLION TODAY. $ 200 BILLION IN 2028. HOW MUCH OF THE FUTURE SHOULD YOU PAY FOR TODAY? Anthropic is preparing for what could become one of the largest IPOs ever. And the numbers being discussed are extraordinary. The company had a revenue run rate of approximately: $ 47 billion in May 2026. Its... Show More
Domenico Doronzo
THE S&P 500 IS AT A RECORD HIGH. THE CONSUMER JUST HIT THE BRAKES. WHO IS WRONG? This morning, we got an interesting data point from the United States. July retail sales fell 0.6% month over month. The market had expected a 0.1% increase. At first glance, that seems difficult to reconcile with... Show More
Domenico Doronzo
Buffett, Burry and Lynch Disagree. Here’s Why They Can All Be Right, and what we learn from it. Warren Buffett, Michael Burry, and Peter Lynch are often portrayed as investors at opposite ends of the spectrum. Buffett buys great companies and can hold them for decades. Burry looks for deep dislocations,... Show More

About Domenico Doronzo
Italy
Strategy: Value

Long-term value investor. Global, focused, no hype. Just smart investing based on data
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