Messaggi
1090This consists of dividend shareswhose distributions are automatically reinvested.
In addition to my ETFs (MSCI World, Nasdaq), I would like to use this approach a little more return deliberately with slightly higher risk.
Diversification is the key for me: ETFs for the broad base, dividends for the extra boost.
$NBIS (-2,51%) skyrockets 🚀 BWS hikes PT to $130 (from $90) after sealing a massive $19.4B hyperscaler deal with $MSFT (-0,18%) .
Old 2026 estimates? Obsolete. ✅
Which is bigger than the entire company!!!
->$MSFT: (-0,18%) GPU contract, worth 17.4 billion USD
-> $NBIS (-2,51%) Market capitalization: USD 15.6 billion
📈 Share reached a high of +71% in the post-market!!!
That's amazing:
-> Turnover to date: USD 105 million per quarter
-> New deal: USD 870 million per quarter
That is a 8.3-fold jump in turnover overnight.
PS: My position went up by almost $10,000 "overnight". I have already sold 50% of my position in the aftermarket at $105. Who is in and what are your thoughts?
#nebius
#nbis
#microsoft
#msft
#ai
#ki
#chip
#rechenleistung
#partnerschaft
Alphabet, Google's holding company, continues to be one of the most solid examples of long-term value creation. Although the risks associated with its business have been widely mentioned, notably the lawsuits threatening the sale of search and the impact of LLMs on the search engine's growth, the company has proved resilient.
Its business model combines scalability, profitability and a continuous commitment to innovation:
- Market dominance: it has more than 90% of the global search market and more than 2 billion active users on YouTube; 📊
- Highly profitable model: robust operating margins, cash generation capacity and an ROIC of over 35%; 📈
- Growing diversification: although 75% of revenue still comes from advertising, the accelerated growth of Google Cloud and digital subscriptions (YouTube Premium, Google One) is reducing this dependency; 🚀
- Betting on AI: Alphabet is integrating Gemini into Search, YouTube and Workspace, opening up new sources of monetization; 📌
- Robust cash reserves: more than 100 billion dollars in liquidity, making it possible to finance massive investments in AI and infrastructure without compromising financial strength; 💼
- Long-term strategic options: through Other Bets, it maintains exposure to emerging areas with high growth potential, such as autonomous mobility (Waymo), digital health (Verily) and longevity (Calico).
This balance between highly profitable core business, growth diversification and disruptive strategic bets is what makes Alphabet a unique company and an investment that continues to deserve attention.
🔎 If you want to know more about this investment opportunity visit the full analysis at: https://open.substack.com/pub/dalemcapital/p/alphabet-inc-analise-completa
$AMZN (-0,3%)
$GOOG (-0,22%)
$CRM (+0,89%)
$NOVO B (-0,99%)
$NVDA (-0,35%)
$ASML (+1,43%)
$PLTR (-0,89%)
$O (+0,49%)
$PEP (+0,52%)
$VICI (-0,14%)
$META (-0,33%)
$MSFT (-0,18%)
$AAPL (+0,53%)
$NBIS (-2,51%) announces multi-billion dollar contract with Microsoft for AI infrastructure. 🔥
As part of this multi-year agreement, $NBIS will provide capacity to Microsoft from the end of this year $MSFT (-0,18%) capacity from its new data center in Vineland, New Jersey.
Arkady Volozh, founder and CEO of Nebius, said:
"Nebius' core AI cloud business, serving customers ranging from AI startups to large enterprises, is performing exceptionally well. We have also said that in addition to our core business, we expect to secure significant long-term contracts with leading AI labs and large tech companies. I am pleased to announce the first of these contracts and I believe more will follow. The economics of the deal are attractive in their own right, but more importantly, the agreement will help us to further accelerate the growth of our AI cloud business from 2026 and beyond."
$NBIS (-2,51%) plans to fund capital expenditures related to the agreement through a combination of cash flow from the deal and borrowings secured by the agreement in the near term, on terms enhanced by the counterparty's credit rating. The company is also exploring several additional financing options to enable significantly faster growth than originally planned.
Nebius $NBIS (-2,51%) has signed with Microsoft $MSFT (-0,18%) a multi-year, multi-billion dollar AI infrastructure contract. The services will be provided this year from the new data center in Vineland, New Jersey, and the financing is secured by the contract. CEO Arkady Volozh said that this is the first of several planned agreements.
20 billion dollar deal over 5 years.
That's $4 billion per year from Microsoft $MSFT (-0,18%)
Nebius forecasts a turnover of 625 million US dollars by the end of 2025. Microsoft's turnover alone would multiply the growth in turnover compared to the previous year.
Hello dear Getquin Community,
Over the past few days, I have been working intensively on the topic of cyber security and its fundamental importance in various sectors such as healthcare, technology, energy, armaments & defense, e-commerce, software, insurance, industry, utilities, commodities, banks, fintech, holdings, crypto and blockchain. I took a closer look at the big players, the hidden champions and the essential blade manufacturers in the industry. My aim was to gain as comprehensive a picture as possible of the different levels of this industry.
If I have overlooked any important aspects or have not categorized something correctly, I look forward to your comments and interesting additions @Tenbagger2024
@Multibagger
@Simpson
@Vegasrobaina . Together we can understand the topic even better and learn from each other.
Feel free to leave a 👍. I wish you every success with your investments 🚀
At the request of @Multibagger I have subsequently added my personal favorites in each sector. I have an investment horizon of five to ten years. In addition to the quarterly figures, my main focus was on the long-term competitive advantages and the strength of the respective moat.
Contribution:
Cybersecurity is evolving from a peripheral topic to the foundation of global markets. Whether healthcare, banking, utilities, armaments & defense, energy, industry or the digital infrastructure for artificial intelligence and blockchain, the need for protection mechanisms is increasing everywhere. While the big players such as $PANW (+0,95%) Palo Alto Networks, $CRWD (+2,11%) CrowdStrike or $ZS (+2,86%) Zscaler are in the spotlight, more and more specialized providers are emerging that are essential in their niches and often have disproportionately high growth potential. Hidden champions such as $SECT B (+0,44%) Sectra in the healthcare sector, $NCNO (-0,78%) nCino in the banking sector or $ESTC (-2,16%) Elastic in the data center show that cyber security has long been a diversified ecosystem. In addition, we must not overlook the blade manufacturers, i.e. the companies that provide the technological basis. These include chip manufacturers such as $NVDA (-0,35%) , $INTC (+0,09%) Intel or $AMD (-1,66%) AMD, data center operators such as $EQIX (+1,27%) Equin$DLR (-0,26%) Digital Realty as well as software and infrastructure providers such as $ESTC (-2,16%) Elastic, $DDOG (-0,8%) Datadog or $ANET (+1,41%) Arista Networks, without whose technology the security providers' solutions would not be scalable. The capital markets are reacting to this with valuation premiums, as the dependence on secure infrastructures is comparable to electrification in the 20th century. Investors are now faced with the question of whether to favor the established market leaders or invest in smaller companies that fly under the radar but could potentially be the real winners of tomorrow.
🔑Takeaway:
Cybersecurity is not an isolated trend, but a key investment factor across all industries from hospitals to data centers from payments to crypto platforms.
Healthcare
Major players:
$PANW (+0,95%) Palo Alto Networks (PANW), $FTNT (+1,42%) Fortinet (FTNT), $CHKP (+0,87%) Check Point (CHKP), $CRWD (+2,11%) CrowdStrike (CRWD), $S (+2,13%) SentinelOne (S), $CYBR (+0,56%) CyberArk (CYBR), $ZS (+2,86%) Zscaler (ZS), $NET (+1,95%) Cloudflare (NET), $AKAM (+1,39%) Akamai Tech. (AKAM)
- Core provider for firewalls, zero trust, endpoint and web security
My top 2 recommendation in this sector are $ZS (+2,86%) Zscaler global Zero Trust Exchange, huge barrier to entry as infrastructure is built globally and $PANW (+0,95%) All-in-one platform, extremely high customer retention, hard to replace + acquisition of the company $CYBR (+0,56%)
Hidden champions:
$SECT B (+0,44%) Sectra (SECT-B.ST) - secure imaging & healthcare security
$VRNS (+0,79%) Varonis Systems (VRNS) - protection of sensitive patient data
Imprivata (private, partnerships with listed players) - identity management for clinics
My top recommendation
$SECT B (+0,44%) Niche leadership in healthcare security & medical technology
Blade manufacturer:
$NVDA (-0,35%) Nvidia (NVDA), $INTC (+0,09%) Intel (INTC), $AMD (-1,66%) AMD (AMD) - Chips & computing power for security appliances
$EQIX (+1,27%) Equinix (EQIX), $DLR (-0,26%) Digital Realty (DLR) - Data center infrastructure for clinical data
$ESTC (-2,16%) Elastic (ESTC), $DDOG (-0,8%) Datadog (DDOG) - basic software for monitoring & analytics
My top 2 recommendations are $NVDA (-0,35%) - GPUs, quasi-monopoly in high-end compute and $EQIX (+1,27%) - largest global colocation provider, enormous switching costs
🔑 Takeaway healthcare
Healthcare data is highly sensitive and clinics are at high risk of ransomware. In addition to large security providers, hidden champions such as Sectra and Varonis are gaining in importance as they secure directly at the interface between patient data and medical devices.
Technology, Data centers & AI, Telecommunications
Major players:
$ZS (+2,86%) Zscaler (ZS), $S (+2,13%) SentinelOne (S), $CHKP (+0,87%) Check Point (CHKP)
- Protection for cloud and AI environments
My top recommendation $ZS (+2,86%) - Global Zero Trust Exchange, almost impossible to copy
Hidden champions:
$ESTC (-2,16%) Elastic (ESTC) - Security-Analytics
$ANET (+1,41%) Arista Networks (ANET)
- Network switches for data centers
My top recommendation $ANET (+1,41%) - High-end switches, hyperscaler customers
Shovel manufacturer:
$EQIX (+1,27%) Equinix (EQIX), $DLR (-0,26%) Digital Realty (DLR)
- Data center infrastructure
$NVDA (-0,35%) Nvidia (NVDA), $INTC (+0,09%) Intel (INTC), $MRVL (-0,1%) Marvell Tech. (MRVL)
- Chips & computing power for AI and security
My top 2 recommendation $NVDA (-0,35%) - GPUs, quasi-monopoly in high-end compute and $EQIX (+1,27%) - largest global colocation provider, enormous switching costs
Special players Telecommunications
$AKAM (+1,39%) Akamai Tech. (AKAM) & Cloudflare (NET) - secure traffic and mobile data
$RDWR (+2,74%) Radware (RDWR) - DDoS protection for telcos
$CSCO (-0,25%) Cisco (CSCO) - network security for carriers
$CLAV (-4,62%) Clavister Holding AB (CLAV) - through SD-WAN and carrier security
My top recommendation $AKAM (+1,39%) - Established CDN + Security
🔑 Takeaway technology, data centers & AI
Data centers and AI platforms are the backbone of the digital economy. Zero Trust and cloud security from Zscaler or SentinelOne meet shovel manufacturers such as Equinix or Nvidia, who are indispensable with infrastructure and chips.
Energy
Major players:
$FTNT (+1,42%) Fortinet (FTNT, NASDAQ) - OT/ICS security for power grids and power plants
$PANW (+0,95%) Palo Alto Networks (PANW, NASDAQ) - Zero Trust & network protection for energy suppliers
$CHKP (+0,87%) Check Point (CHKP, NASDAQ) - Critical infrastructure protection, gas and oil industry
My top recommendation $FTNT (+1,42%) - ASIC hardware + software, cost advantage
Hidden champions:
Dragos (private, IPO candidate) - leader in OT security, specialized in energy infrastructures
$RDWR (+2,74%) Radware (RDWR, NASDAQ) - DDoS defense for energy networks
$NCC (-2,36%) NCC Group (NCC.L, London) - penetration tests & audits for utilities
$CLAV (-4,62%) Clavister Holding AB (CLAV) - OT/ICS and infrastructure security
My top recommendation $CLAV (-4,62%) - small niche player (carrier security)
Shovel manufacturer:
$SBGSY (+0,44%) Schneider Electric (SBGSY, OTC) - OT/ICS hardware with security components
$ENR (-0,13%) Siemens Energy (ENR, Frankfurt) - Energy infrastructure with embedded security solutions
$AVGO (-1,74%) Broadcom (AVGO, NASDAQ) - Security chips for networks in energy environments
My top recommendation $AVGO (-1,74%) - Chip giant + Symantec Enterprise Security
E-Commerce
Major players:
$NET (+1,95%) Cloudflare (NET, NYSE) - DDoS and API protection for online stores & payment platforms
$AKAM (+1,39%) Akamai (AKAM, NASDAQ) - Application security & bot management in e-commerce
$FFIV (+1,86%) F5 Networks (FFIV, NASDAQ) - API & payment security for digital platforms
My top recommendation $NET (+1,95%) - worldwide network for DDoS/API, network effects
Hidden Champions:
$RSKD (+1,8%) Riskified (RSKD, NYSE) - Fraud prevention in online trading
$VRNS (+0,79%) Varonis Systems (VRNS, NASDAQ) - Protection of customer data
$CYBR (+0,56%) CyberArk (CYBR, NASDAQ) - Identity & access protection for payment processes
My top recommendation $CYBR (+0,56%) - Standard for Privileged Access
Shovel manufacturer:
$V (+0,69%) Visa (V, NYSE) & $MA (+1,51%) Mastercard (MA, NYSE) - not classic cybersecurity, but operators of secure payment networks
$ESTC (-2,16%) Elastic (ESTC, NYSE) - fraud analytics for e-commerce platforms
$DDOG (-0,8%) Datadog (DDOG, NASDAQ) - monitoring & security analytics for retail infrastructure
My top recommendation $V (+0,69%) - Global payment network, enormous network effect
🔑 Takeaway:
Energy is particularly vulnerable due to OT/ICS systems, specialists such as Dragos are emerging here.
E-commerce needs fraud prevention in addition to traditional web security, which is why players such as Riskified are occupying a niche.
Armaments & Defense
Major players:
$NOC (-0,1%) Northrop Grumman (NOC, NYSE) - leader in cyberdefense for military & intelligence agencies, also developing offensive cyber capabilities
$BAESY (+4,73%) BAE Systems (BAESY, OTC) - strong cyber intelligence division, protects critical military and government networks
$RTX (+1,08%) Raytheon Technologies (RTX, NYSE) - defense company with growing cybersecurity portfolio for military communications & satellites
My top recommendation $NOC (-0,1%) - Top defense contractor with cyber dominance
Hidden champions:
$PLTR (-0,89%) Palantir Technologies (PLTR, NYSE) - Data and analytics platform with strong cybersecurity component, often for defense contractors
$CACI (+0,31%) CACI International (CACI, NYSE) - specializes in cyber intelligence, network protection and military IT services
$LDOS (+1,18%) Leidos Holdings (LDOS, NYSE) - IT and cybersecurity service provider for US defense and NATO
$CLAV (-4,62%) Clavister Holding AB (CLAV) - used by government and military organizations
$ADVE Advenica (ADVE) - Specialized security, relevant for government agencies and national infrastructure
My top recommendation $CACI (+0,31%) - Cyber intelligence, deep roots in the defense sector
Shovel manufacturer:
$LHX (+0,87%) L3Harris Technologies (LHX, NYSE) - provides communications and cyber hardware for military networks
$GD (+1,65%) General Dynamics (GD, NYSE) - with its IT division GDIT also a provider of cyber defense infrastructure
$KTOS (+4,61%) Kratos Defense (KTOS, NASDAQ) - specializes in drones, satellite systems and cyber hardening of defense communications
My top recommendation $GD (+1,65%) - strong role in defense cyber with GDIT
🔑 Takeaway:
In the defence sector, the boundaries between traditional defense and cybersecurity are becoming blurred. Alongside the large defense contractors, hidden champions such as Palantir, CACI and Leidos are emerging to provide pure cyber and data expertise. Shovel manufacturers such as L3Harris and Kratos secure the technical infrastructure.
Software & insurance
Big players:
$OKTA (+0,99%) Okta (OKTA), $CYBR (+0,56%) CyberArk (CYBR), $CRWD (+2,11%) CrowdStrike (CRWD)
- Identity, endpoint and cloud security
My top recommendation $CRWD (+2,11%) - Network effect through Falcon & Threat Graph
Hidden champions:
$VRNS (+0,79%) Varonis (VRNS) - Data Security
SailPoint (private, formerly NYSE) - Identity Governance
$FROG (-0%) JFrog (FROG) - DevSecOps & Supply-Chain-Security
$CYBE (+0,52%) CyberCatch Holdings, Inc (CYBE) - Provides AI-based cybersecurity SaaS
$GEN (+1,61%) Gen Digital (GEN) - one of the largest consumer cybersecurity providers worldwide (Norton, Avast, LifeLock), strong in identity protection and data protection for consumers & small businesses
$RBRK (-3,24%) Rubrik (RBRK) - data compliance and security in the area of cloud data security
My top recommendation $GEN (+1,61%) - Consumer security giant (Norton, Avast, LifeLock), strong brand power
Shovel manufacturer:
$MSFT (-0,18%) (MSFT), $GOOG (-0,22%) Alphabet (GOOGL), $AMZN (-0,3%) Amazon (AMZN)
- Cloud security base
$FFIV (+1,86%) F5 Networks (FFIV) - API protection for SaaS & insurance platforms
My top recommendation $GOOG (-0,22%) - global cloud security + Mandiant, strong moat through infrastructure & Threat Intel
🔑 Takeaway Software & Insurance
Data and identity protection take center stage. Major players such as Okta and CyberArk secure access, while hidden champions such as Varonis and JFrog provide specialist solutions. Cloud providers such as Microsoft and Amazon are both platform operators and security suppliers.
Industry, supply & raw materials
Major players:
$FTNT (+1,42%) Fortinet (FTNT), $CSCO (-0,25%) Cisco (CSCO), $PANW (+0,95%) Palo Alto Networks (PANW)
- Network protection for critical infrastructures
My top recommendation $FTNT (+1,42%) - ASIC hardware + software, cost advantage
Hidden champions:
$RDWR (+2,74%) Radware (RDWR) - DDoS protection
$NCC (-2,36%) NCC Group (NCC.L) - OT-Security & Penetration Tests
$SECT B (+0,44%) Sectra (SECT-B.ST) - secure infrastructure in the OT/healthcare intersection
$CLAV (-4,62%) Holding AB CLAV) - OT/ICS and infrastructure security
$ADVE Advenica (ADVE) - Specialized security, relevant for public authorities and national infrastructure
My top recommendation $ADVE - Specialized Crypto/OT-Security for public authorities
Shovel manufacturer:
$AVGO (-1,74%) Broadcom (AVGO) - security chips
Juniper Networks (JNPR) - network backbones
$ANET (+1,41%) Arista Networks (ANET) - high-end switches
My top recommendation $AVGO (-1,74%) - Chip-Giant + Symantec Enterprise Security
🔑 Takeaway Industry, Utilities & Commodities
OT/ICS systems in production, energy and raw materials are attractive targets. Fortinet and Palo Alto dominate, but hidden champions such as Radware and the NCC Group offer special expertise for attacks on industrial control systems.
Banks, Fintech & Holdings
Big players:
$CRWD (+2,11%) CrowdStrike (CRWD), $PANW (+0,95%) Palo Alto Networks (PANW), $ZS (+2,86%) Zscaler (ZS)
- Core protection for banks & digital platforms
My top recommendation $ZS (+2,86%) - Global Zero Trust Exchange, almost impossible to copy
Hidden champions:
$NCNO (-0,78%) nCino (NCNO) - Cloud Banking Security
$NCC (-2,36%) NCC Group (NCC.L) - Audits & Compliance
$CYBE (+0,52%) CyberCatch Holdings, Inc (CYBE) - Provides AI-based cybersecurity SaaS
$GEN (+1,61%) Gen Digital (GEN) - through fraud prevention and identity topics
My top recommendation $GEN (+1,61%) - Consumer security giant (Norton, Avast, LifeLock), strong brand power
Shovel manufacturer:
$FFIV (+1,86%) F5 Networks (FFIV) - API security for payments
$AKAM (+1,39%) Akamai Tech. (AKAM) - Web & Payment Security
$ESTC (-2,16%) Elastic (ESTC) - Fraud Analytics
My top recommendation $FFIV (+1,86%) - Leader in Application & API Security
🔑 Takeaway Banks, Fintech & Holdings
High regulatory pressure makes cybersecurity a mandatory field. In addition to established providers, banks are relying on hidden champions such as nCino or Darktrace for cloud banking and anomaly detection. Shovel manufacturers such as F5 or Akamai secure payment APIs and banking portals.
Crypto & blockchain
Big players:
$PANW (+0,95%) Palo Alto Networks (PANW), $FTNT (+1,42%) Fortinet (FTNT), $CRWD (+2,11%) CrowdStrike (CRWD)
- Core protection for exchanges, wallets and blockchain infrastructure
My top recommendation $FTNT (+1,42%) - ASIC hardware + software, cost advantage
Hidden champions:
$BBAI (+3,3%) BigBear.ai (BBAI) - Blockchain Fraud Detection
$RIOT (-0,61%) Riot Platforms (RIOT) - Mining with a focus on security
$CHKP (+0,87%) Check Point - the new blockchain firewall initiative (Web3)
My top recommendation $CHKP (+0,87%) - Strong brand & existing customers, but limited innovative strength
Shovel manufacturer:
$NVDA (-0,35%) Nvidia (NVDA), AMD (AMD) - chips & mining hardware
$NET (+1,95%) Cloudflare (NET), $AKAM (+1,39%) Akamai Tech. (AKAM)
- Network protection for wallets & exchanges
My top recommendation $NVDA (-0,35%) - GPUs, quasi-monopoly in high-end compute
🔑 Takeaway crypto & blockchain
Crypto ecosystems are heavily affected by attacks on exchanges, wallets and smart contracts. While traditional security players provide protection, niche providers such as BigBear.ai and Riskified are emerging that specialize specifically in fraud and blockchain risks.
Source: Own analysis, image material: schwarz-digits
📈 Performance:
S&P500: +1.51%
MSCI World: +1.76%
DAX: +2.59%
Dividend portfolio: +4.24%
My high and low performers in July were (top/flop 3):
🟢 $UNH (+2,93%) UnitedHealth +16.78%
🟢 $ADM (-0,07%) Archer Daniels Midland +12.33%
🟢 $8058 (-0,16%) Mitsubishi Corp. +12.05%
🔴 $LLY (+0,3%) Eli Lilly -5.99%
🔴 $MSFT (-0,18%) Microsoft -7.51%
🔴 $CTAS (+0,73%) Cintas -9.20%
Dividends:
August 2025: €129.54
August 2024: € 101.41
Change: +27.74% 🥒
Sales:
🟥 $7974 (+3,03%) Nintendo (6 pcs.) +100%
Purchases:
🟩 $PG (+0,37%) Procter & Gamble (4 pcs.)
Savings plans:
What else has happened?
The tax assessment notice has arrived and the back payment has increased to 4100€. Funnily enough (typical for Germany), the advance payment is calculated on the basis of this year. As everything seems to run automatically, nobody checks whether this makes sense. In any case, the tax office assumes that I will have to pay the same amount again next year (or more) and tells me that I should pay €6500 in advance. Of course, I'm now asking for a recalculation. But that's a lot of work again, which could have been avoided if someone had just looked over it. Then they would have seen that this was a one-off. Well, what else do I expect these days.
The appointment at the garage has been arranged for the beginning of September. Let's see what else is in store for me.
I'm going on vacation at the end of September. That will be necessary again. My last vacation was around Christmas last year.
🥅 Goals for 2025:
Deposit of €10,000 and thus a deposit volume in the share portfolio of ~€73,000
Target achievement at the end of August 2025: 60.58%
How was your August?
If you liked the report and would like to read more, feel free to follow me,
If you're not interested, you can keep scrolling or use the block function.
Today I said goodbye to $SMH (+1,01%) today. Despite the volatility, the entry in April was worthwhile and brought a nice profit of +40%, and that with an ETF! It wasn't a long-time play anyway, as it was a sector ETF.
Part of it went into the $QDEV (+0,59%) together with my DCA, and later I will also get $TDIV (+0,11%) get another share.
This means that companies such as $AMD (-1,66%) , $MU (+9,43%) , $INTC (+0,09%) and others are completely out of my portfolio, 0% exposure.
My US share is now <60% and tech at 38%. The top 10 stocks make up less than 30% of the total weighting. This makes me almost as unconcentrated as the $IWDA (+0,51%) and better diversified than the $CSPX (+0,52%) .
New portfolio key figures:
P/E 30.0 (<30) 🟡
Forward P/E 21.6 (<25) 🟢
P/Β 13.0 (<5) 🔴
D/E 0.8 (<2) 🟢
EV/FCF 28 (<25) 🟡
ROE (5-Jahres-Durchschnitt) 50% (>15%) 🟢
EPS growth for the next 5 years 23% (>7%) 🟢
Sales growth (5-year average) 15% (>5%) 🟢
With this high ROE, I am also ok with a high P/E.
Top 10 positions now:
Alphabet $GOOG (-0,22%)
NVIDIA $NVDA (-0,35%)
Broadcom $AVGO (-1,74%)
Microsoft $MSFT (-0,18%)
Meta $META (-0,33%)
Apple $AAPL (+0,53%)
Roche $ROG (+0,74%)
Taiwan Semiconductor $TSM (-0,79%)
Mastercard $MA (+1,51%)
Visa $V (+0,69%)
1. US Markets Set for Soft Opening
$NVDA (-0,35%)
$TSLA (+3,76%)
$MSFT (-0,18%)
Today, US indices are expected to open slightly lower. This comes as investor sentiment wavers amidst macro uncertainties.
2. A Surprising Safety Net: Elliott’s $4 Billion Bet on $PEP (+0,52%)
The recent announcement that Elliott Management has acquired a $4 billion activist stake in Pepsi has injected much-needed optimism into the market:
Shares jumped ~5% in pre-market moves following the disclosure.
This sizable investment positions Elliott to push for strategic changes, including potential restructuring of bottling operations, refocusing on high-growth brands, and enhancing corporate governance.
The move reflects Elliott’s confidence in unlocking significant shareholder value—potentially over 50% upside—by revitalizing PepsiCo’s operations.
3. Why This Matters to my Portfolio
The boost for Pepsi stock may serve as a buffer for broader market declines, especially in consumer staples.
Activism on this scale signals potential turnaround—not only for Pepsi, but possibly for similar lagging consumer brands.
It’s a powerful case study for the impact of strategic activism within a well-balanced equity portfolio.
4. My Strategy Update
Back in August, I proactively recalibrated my portfolio to weather potential turbulence into September. That decision is paying off today, as the Pepsi rally helps offset broader market weakness.
Takeaway: strategic reallocations guided by macro insights—combined with situational wins like this—underscore why flexibility and responsiveness are key in navigating volatile markets.
😎 𝗗𝗶𝘀𝗰𝗹𝗮𝗶𝗺𝗲𝗿: This is my personal opinion and is for informational purposes only. You should not interpret this information as financial or investment advice
I migliori creatori della settimana
