Radu Danila
Today's talk $PUM.DE (PUMA AG) It has been just a couple of days since my last post when I mentioned that for 2026 I look forward to see the evolution of one our highest holdings from portfolio. Well it did not take long and the jackpot was hit. $PUM.DE got interesting to Anta Sports and they made an acquisition offer. On top of that we received news regarding securing additional financing with a bridge loan of € 500 m and additional confirmed credit lines of € 108 m. This drove the stock price 10% up for the day, and in my opinion it will continue to rise for the next period. Initial price target for me was 33 EUR per share, and I will wait for the financials to come in and see if they beat again the expectations. Personally I like the brand a lot, and I am wearing their products. It is a company that has my trust. I look forward to the development of the stock prices. This also comes in a good time for a strong start of 2026 for our portfolios. Wish you all to stay profitable! $NKE (NIKE) $MC.PA (LVMH Moet Hennessy Louis Vuitton SA) $SPX500 $NSDQ100 $BTC $EURUSD
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