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17$HIMS (-6,14 %) sold for the time being. Q2 will be weak, GLP1 segment is gaining the upper hand, core business will hardly show any growth. 10-25% setback easily possible at the current valuation.
Have used the cash to $WISE position. Hims can then be bought again at an attractive valuation with new cash.
How do you view Hims' Q2 and FY25 guidance?
$WISE stock is up this morning because of this news.
Source: https://finance.yahoo.com/news/fintech-wise-plans-shift-main-062005742.html
After probably the most turbulent month of my investment journey so far (since Jan 2024), my portfolio has nevertheless performed well.
Performance
Purchases
Sales
More detailed monthly updates with some analysis coming next month
Another small monthly update with a brief transaction and performance update from February.
Performance
Transactions
Purchases
sales
Looking back now, you realize how many transactions you have made. From March there should be a maximum of 1-2 purchases and maybe 1-2 sales. If there are so many transactions again in the next update, feel free to reprimand me.
Do any of you have experience with the currency accounts of $WISE ? I'm considering opening an account there due to frequent trips abroad, but does it really make sense?
Payment abroad: Covers my credit card with a fair exchange rate. I don't see any high fees or any at all. There would be $WISE no advantage in my opinion.
Withdrawing money: I also have a credit card there with no fees when withdrawing, however the foreign ATMs take high processing fees. Does the debit card help me here? $WISE debit card do me any good? I don't think so either. ATM fees remain here too, although I could withdraw USD directly. Possibly a better exchange rate by exchanging the currency beforehand at $WISE yourself?!
Am I seeing this correctly, or what advantages do you have with the currency accounts?
Many thanks in advance
$WISE My deep dive on Wise and why it may be a great investment : https://open.substack.com/pub/waver/p/new-position-wise-the-future-of-finance?r=c9o99&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
Interesting London-based fintech for international payments
getquin Daily Summary 28.06.2022
Hello getquin,
today's MarketNews is about the G7 summit, a raid on the largest Japanese car manufacturer in Luxembourg and Germany and an unpleasant forecast from Lufthansa.
Do you already know our Learnsection? A new article on a blockchain ETF was published here on Friday.
Europe🌍:
1st raid on Hyundai and Kia in Germany and Luxembourg
The offices of car manufacturer Hyundai and its subsidiary Kia have been searched on suspicion of unauthorized modification of diesel vehicles. As the public prosecutor's office in Frankfurt announced on Tuesday, eight buildings in Germany and Luxembourg were searched by around 140 criminal investigators. Suspicions of fraud and air pollution against managers of Hyundai and Kia as well as the supplier BorgWarner served as the background for the action.
The public prosecutor's office found that the South Korean car manufacturer had allegedly sold more than 210,000 diesel vehicles by 2020, even though illegal defeat devices were allegedly installed in the cars. These lead to a number of common scenarios in which emission control devices are drastically reduced or switched off.
Thats the sound of the police 👮: https://bit.ly/3npzroY
🟩 $HYUD (🔼 +4,24 %)
America 🌏:
2nd EY pays 100 million dollars to settle US allegations of fraud in accountant audits
Big Four accounting firm Ernst & Young will pay 100 million dollars to settle allegations by the US Securities and Exchange Commission (SEC) that its auditors cheated on Certified Public Accounting (CPA) audits and misled agency investigators.
The London-based auditor has admitted to the allegations, according to the regulator, and has agreed to pay what the SEC says is the largest fine against an auditor.
The CPA is the key qualification for auditors in the United States.
More info here: https://reut.rs/3uvJIEn
Welt🗺️:
3rd CEO Lufthansa does not expect end to flight chaos before winter
The CEO of Europe's largest airline group explained in a letter to customers that the situation, which is characterized by staff shortages, parts shortages and restricted airspace, "is unlikely to improve in the near future". In Europe alone, the industry will be hiring several thousand new employees. But this increase in capacity will only stabilize the situation in the coming winter. On behalf of the organization, Spohr expressed his regret that the "ramp-up of the complicated air traffic system from practically zero to almost 90% again today" after the Corona disaster had not led to the expected reliability, punctuality and robustness. The management admitted that there are several areas where the Lufthansa Group is also understaffed.
Are you planning to fly? https://bit.ly/3u5aPWA
🟩 $LHA (+1,66 %) (🔼🔽 +1,54%)
Special:
4th G7 - What will be discussed?
Tonight marks the end of the third and final day of the G7 summit at Elmar Castle. As described in yesterday's MarketNews article, the 7 most important industrialized countries are discussing the current global problems. The main topics of this year's G7 summit were predictable. The current war in Ukraine played a very important role in the meeting, as it brings with it gas and food shortages. But it also makes other countries think about their security policy, such as arming the military. As in previous years, another topic at the summit was the COVID-19 pandemic and how pandemics can be tackled more quickly in the future. There was also a focus on climate change and the plans of individual countries to tackle climate policy
General information on the G7 summit here: https://www.g7germany.de/g7-de
Quarterly figures:
Nike $NKE (+0,47 %)
EPS: 🟩 0.81 $ expected vs 1.00 $ published; difference: 22.99 %
Revenue: 🟩 $12.09 billion expected vs $12.23 billion published; difference: 1.16%
You can find out more at Nike: https://swoo.sh/3HVAfeW
𝗦𝘁𝗼𝗰𝗸𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗱𝗮𝘆:
🟩 TOP $TCOM (-0,9 %) 26,95 € (🔼 +15,91%)
🟥 FLOP $WISE , 3,72 € (🔽 -14,19%)
🟥Most searched $AMZN (-0,58 %) , 105,83 € (🔽 -1,48%)
🟩 Most traded $1211 (-1,66 %) , 39,79 € (🔼 +5,02 %)
🟩 S&P500, 3,904.84 (🔼 +0.12 %)
🟩 DAX, 13,303.45 (🔼 +0.89 %)
🟩 Bitcoin ₿, € 19,803.69 (🔼 +1.11 %)
Time: 16:30 CEST
𝗙𝘂𝗻 𝗙𝗮𝗰𝘁:
Did you know that paper money was first used among merchants in China in the 7th century? In the 11th century, not enough coins could be produced due to a shortage of copper, which meant that paper money was widespread. Bills did not appear in Europe until 500 years later. In 1661, Sweden was the first country to use paper money.
getquin Daily Summary 28.06.2022
Hello getquin,
today's MarketNews is about the G7 summit, a raid on the largest Japanese car manufacturer in Luxembourg and Germany and a not pleasant forecast from Lufthansa.
Europe 🌍:
1. Raid at Hyundai and Kia in Germany and Luxembourg
The offices of carmaker Hyundai and its subsidiary Kia have been raided on suspicion of improperly modifying diesel vehicles. According to the public prosecutor's office in Frankfurt on Tuesday, eight buildings in Germany and Luxembourg were searched by about 140 criminal investigators. Suspicions of fraud and air pollution against managers of Hyundai and Kia as well as the supplier BorgWarner served as the background for the action.
The public prosecutor's office found that the South Korean carmaker is alleged to have sold more than 210,000 diesel vehicles by 2020, although illegal defeat devices were allegedly installed in the cars. These lead to a number of common scenarios in which the emission control devices are drastically reduced or turned off.
Thats the sound of the police 👮: https://bit.ly/3npzroY
🟩 $HYUD (🔼 +4.24 %)
America 🌏:
2. EY to pay $100m to settle US allegations of fraud in accountant audits
Big Four accounting firm Ernst & Young will pay $100 million to settle allegations by the US Securities and Exchange Commission (SEC) that its auditors cheated on Certified Public Accounting (CPA) exams and misled the agency's investigators.
The London-based auditor admitted to the allegations, the regulator said, and agreed to pay what the SEC said was the largest fine against an auditor.
The CPA is the key qualification for auditors in the United States.
More information here: https://reut.rs/3uvJIEn
World🗺️:
3. CEO Lufthansa does not expect end to flight chaos before winter
The CEO of Europe's largest airline group said in a letter to customers that the situation, characterised by staff shortages, parts shortages and restricted airspace, "is unlikely to improve in the near future". In Europe alone, the industry will hire several thousand new employees. But in the coming winter, this capacity expansion will only stabilise the situation. Spohr expressed regret on behalf of the organisation that the "ramp-up of the complicated air traffic system from practically zero to almost 90% again today" after the Corona disaster had not led to the expected reliability, punctuality and robustness. The management admitted that there are several places where the Lufthansa Group is also understaffed.
Are you planning to fly? https://bit.ly/3u5aPWA
🟩 $LHA (+1,66 %) (🔼🔽 +1.54%)
Spezial:
4. G7 - What will be discussed?
Tonight marks the end of the third and final day of the G7 Summit at Elmar Castle. As described in yesterday's MarketNews article, the 7 most important industrialised countries are discussing current global problems. The main topics of this year's G7 Summit were predictable. The current Ukraine war played a very important role in the meeting as it brings gas and food shortages. But it also makes other countries think about their security policies, like rearming the military. Another topic at the summit, as in previous years, was the COVID-19 pandemic and how to take faster action against pandemics in the future. The focus was also on climate change and the plans of the individual countries to counter climate policy.
General information on the G7 Summit here: https://www.g7germany.de/g7-de
Earnings Call:
Nike $NKE (+0,47 %)
EPS: 🟩 $0.81 expected vs $1.00 published; Difference: 22.99%.
Revenue: 🟩 $12.09bn expected vs $12.23bn published; difference: 1.16%.
Read more at Nike: https://swoo.sh/3HVAfeW
Stocks of the day:
🟩 TOP $TCOM (-0,9 %) 26.95 € (🔼 +15.91%)
🟥 FLOP $WISE , 3.72 € (🔽 -14.19%)
🟥Most searched $AMZN (-0,58 %) , 105.83 € (🔽 -1.48%)
🟩 Most traded $1211 (-1,66 %) , 39.79 € (🔼 +5.02 %)
🟩 S&P500, 3,904.84 (🔼 +0.12 %)
🟩 DAX, 13,303.45 (🔼 +0.89 %)
🟩 Bitcoin ₿, 19,803.69 € (🔼 +1.11 %)
𝗙𝘂𝗻 𝗙𝗮𝗰𝘁:
Did you know that paper money was first used among merchants in China in the 7th century? In the 11th century, due to a shortage of copper, not enough coins could be produced, which made paper money widespread. In Europe, notes did not appear until 500 years later. In 1661, Sweden was the first country to use paper money.
In my latest video I analyse Wise stock $6WS using fundamental analysis. Is WISE stock a buy?
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I go through Wise's business summary, sales breakdown & financial statements to get an understanding of the business. After this, I go through my analysis checklist and then value Wise stock using the discounted free cashflow method.
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Wise (formerly TransferWise) is a London-based financial technology company founded by Estonian businessmen Kristo Käärmann and Taavet Hinrikus in January 2011.
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Wise makes it fast, easy and cheap for you to send money abroad. Wise has some of the lowest fees in the currency exchange industry, which has made them one of the biggest international money transfer providers in the world. They have millions of customers and handle billions in transactions every year.
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Wise became a public company through a direct listing in London on 7 July 2021. In contrast to a traditional IPO, Wise opted for a direct listing. The company said that this was the fairer, cheaper and more transparent way for them to broaden their ownership.
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Please also remember to like and comment, if you enjoyed the video!
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Subscribe to Lewis Harding Invest on YouTube.
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