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788I just bought some $IRBT (+7,83 %)
I think they will be bought most likely by $AMZN (-1,59 %) or $AAPL (+0,85 %) under the new Trump administration: MAKE VACUUMS GREAT AGAIN!
Currently mispriced as the robo-vacuum when their IP and patent portfolio are worth more than their enterprise value in my opinion.
NOT FINANCIAL ADVICE! 👀
Big Tech is experiencing solid YoY revenue growth, largely driven by heavy ad spend as more advertising shifts to digital platforms.
$META (-0,27 %) , $GOOG (-4,61 %) , and $AMZN (-1,59 %) all capitalizing on digital media's ability to support ad revenue.
Which of these is your favorite?🤔
Amazon Web Services
$AMZN (-1,59 %) is in negotiations for a potential contract that would allow IBM
$IBM (+4,52 %) access to Nvidia
$NVDA (+2,64 %) GPUs via its cloud service service. The deal could be worth around 475 million dollars over a period of five years - Bloomberg.
Getting to Know Amazon ($AMZN) (-1,59 %): From Garage Startup to Global Powerhouse
In 1994, Jeff Bezos left his Wall Street job to chase an emerging opportunity: the internet. With a list of 20 possible products to sell online, books stood out—not because of their popularity but because they were easy to ship and had vast selection potential. Bezos set up shop in his Seattle garage, where he personally packed and shipped orders, using makeshift desks built from old doors.
Within 30 days of launching Amazon.com, the company had customers in every US state and 45 countries. Bezos famously reinvested every profit back into growth, prioritising scale over immediate returns. Early slogans like “Earth’s Biggest Bookstore” reflected his ambition to make Amazon indispensable to everyday life.
Amazon’s foundation wasn’t just about selling books—it was about building a customer-first, technology-driven platform. This relentless focus paved the way for expansions into electronics, groceries, cloud computing, and even space exploration, turning Bezos’s startup into one of the most influential companies in history.
Takeaway:
Notes:
Amazon
$AMZN (-1,59 %) is expanding its telehealth-business further
"Prime-members in the USA 🇺🇸 can now have health, beauty and lifestyle complaints treated quickly and easily - from as little as 16 $per month for hair loss in men, 10 $ per month for anti-aging skin care and 19 a month for erectile dysfunction."
Photo: Amazon
I set up a custody account with Scalable Capital last week.
In addition to my cash flow depotwhich currently pays me a dividend of €709.45 next year (see picture), I will set up a savings plan custody account there.
This savings plan custody account will have a term of 20 years+.
I will pay in €495 per month and divide it between 15 companies as follows:
$GOOGL (-4,7 %) - 33€
$AMZN (-1,59 %) - 33€
$AAPL (+0,85 %) -33€
$ASML (+2,46 %) - 33€
$FAST (+1,18 %) - 33€
$JNJ (+2,6 %) - 33€
$MC (-1,45 %) - 33€
$MCD (-0,57 %) - 33€
$MSFT (+0,05 %) - 33€
$NOVO B (-2,35 %) - 33€
$PEP (+0,95 %) - 33€
$PG (+1,7 %) - 33€
$UNP (+2,43 %) - 33€
$UNH (+0,16 %) - 33€
$V (+1,33 %) - 33€
The savings plans will be executed for the first time on Monday and then continue on a monthly basis.
I will post a monthly update here
15.11.2024
Amazon competes with Temu and Shein with low prices + Burberry share price jumps after quarterly figures + Another damper - takeover rally at Evotec + UBS raises target for Delivery Hero to 56 euros - 'Buy'
Amazon $AMZN (-1,59 %) no longer wants to let Chinese competitors such as Temu or the Singaporean retailer Shein take the butter off its bread in the low-price segment and is therefore launching the new Amazon Haul store, which is intended to attract buyers with particularly low prices. The launch is initially taking place as a beta in the USA.
The shares of Burberry $BRBY (+1,55 %) have reacted to the quarterly figures and the British luxury clothing manufacturer's new business strategy with a jump in the share price. In the late morning, the shares were up 15 percent at 841 pence. The loss was smaller than feared, UBS analyst Zuzanna Pusz said in an initial reaction. The new CEO Joshua Schulman wants to refocus on the origins of the Burberry brand before expanding into other areas, commented analyst Aarin Chiekrie from asset manager Hargreaves Lansdown. He is unlikely to want to make the same mistake as his predecessors by targeting Burberry's offering at a narrow base of luxury customers at the expense of a loyal fan base. With Thursday's jump in the share price, the shares continued their recent recovery, having cost less than 600 pence towards the end of September. At the start of 2024, it had been more than 1,400 pence. However, many luxury goods stocks then came under pressure, partly due to weakening demand in the important Chinese market.
Investors are focusing on Evotec $EVT (+0,33 %) takeover fantasy, which had already emerged at the beginning of the week. The US company Halozyme Therapeutics is reportedly targeting the Hamburg-based drug researcher. The price offered is EUR 11 per share in cash. Evotec shares soared to 10.80 euros in pre-market trading, gaining around a quarter compared to the Xetra close. However, this is little consolation for investors, as they had started the year at over 21 euros. In initial reactions, analysts emphasized the high intrinsic value, which is now crystallizing somewhat better.
The major Swiss bank UBS has raised the price target for Delivery Hero $DHER (-0,84 %) from 47 to 56 euros and left the rating at "Buy". The potential Talabat IPO puts the true value of the group in the spotlight, analyst Jo Barnet-Lamb wrote in his commentary on Friday. Such value creation could also pave the way for distributions to shareholders. Delivery Hero remains a one-year UBS favorite in the European internet sector.
Friday: Stock market dates, economic data, quarterly figures
ex-dividend of individual stocks
Shell USD 0.69
Starbucks 0.61 USD
Corning 0.28 USD
Whirlpool USD 1.75
Quarterly figures / company dates USA / Asia
05:00 Lenovo quarterly figures
13:30 Alibaba quarterly figures
Quarterly figures / Company dates Europe
07:30 Assicurazioni Generali | Vallourec Quarterly figures
Untimed: AstraZeneca Investor Day
Economic data
02:30 CN: Retail sales October FORECAST: +3.7% yoy previous: +3.2% yoy
03:00 CN: Industrial production October FORECAST: +5.6% yoy previously: +5.4% yoy
08:00 UK: GDP (1st release) 3Q PROGNOSE: +0.2% yoy/+1.0% yoy Q2: +0.5% yoy/+0.7% yoy | GDP month September PROGNOSE: +0.1% yoy | Industrial production September PROGNOSE: 0.0% yoy/-1.2% yoy previous: +0.5% yoy/-1.6% yoy
14:30 US: Retail Sales October PROGNOSE: +0.3% yoy previous: +0.4% yoy Retail Sales ex Motor Vehicles PROGNOSE: +0.3% yoy previous: +0.5% yoy
14:30 US: Empire State Manufacturing Index November FORECAST: 0.0 previous: -11.9
14:30 US: Import and Export Prices October Import Prices PROGNOSE: -0.1% yoy previous: -0.4% yoy
15:15 US: Industrial Production and Capacity Utilization October Industrial Production PROGNOSE: -0.2% yoy previous: -0.3% yoy Capacity utilization PROGNOSE: 77.3% previous: 77.5%
16:00 US: Inventories September PROGNOSE: +0.2% yoy previous: +0.3% yoy
$HIMS (+4,83 %) fell sharply today because Amazon $AMZN (-1,59 %) announced a doctor service.
The following link explains why the service is not comparable to Hims.
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