Here's a little bit of that today $GS (+0%) 😉

Visa has made Apple an offer of around 100 million dollars to secure the Apple Card. The background to this is that Goldman Sachs is withdrawing from the consumer credit business and the card will be reissued. In addition to Visa also fight American Express and Mastercard for the role of card network. Visa has made an aggressive offer, while American Express is competing as both issuer and network. Mastercard wants to retain its position as a network. The deal would be the end of Goldman's Goldman's failed attempt in the consumer credit business, which Apple which is worth around 20 billion dollars.

$V (-1,69%)
$MA (-2,14%)
$AXP (-0,38%)
$AAPL (-5,01%)
$GS (+0%)

Source: https://www.tradingview.com/news/DJN_DN20250401009397:0/

BofA highlights these stocks, which it sees as having potential despite the political uncertainty in the USA.

• Agnico Eagle $AEM (-1,01%)
• Eli Lilly $LLY (-0,52%)
• Goldman Sachs $GS (+0%)
• Ralph Lauren $RL (+6,36%)
• RenessainceRe $RNR (-0,88%)
• Energy Transfer $ET
• AMETEK $AME (-0,19%)
• Bath & Body $BBWI (-0,41%)
• The Trade Desk $TTD (-5,32%)

Goldman Sachs lowers US growth forecast

Goldman Sachs $GS (+0%) has been thinking about the future of the US economy and has now issued a cautious assessment. In a recent research note, the economics team has reduced its forecast for GDP in 2025 from 2.4 % to 1.7 %. Jan Hatzius, the chief economist, explains that the assumptions regarding trade policy have deteriorated significantly. For the first time in over two years, the forecast is below the consensus estimates, which expect growth of over 2% this year. Inflation expectations have also been raised, with Goldman Sachs forecasting 3%. These adjustments reflect the uncertainties created by rising tariffs and the current political environment. An increase in average US tariffs of 10 percentage points could further weigh on the economic outlook.

Beacon Roofing Supply in takeover talks

The shares of Beacon Roofing Supply $BECN (-0,44%) have seen an upswing, rising by around 7% after news broke that the company is in talks with technology company QXO $QXO about a possible takeover. The deal could allow QXO to acquire Beacon for a whopping $11 billion, which equates to an offer of $124.35 per share. Although Beacon had previously rejected takeover attempts by QXO, the current rise in the share price shows the interest of investors. QXO shares, on the other hand, fell nearly 2% while due diligence is underway to review Beacon's business records. Interestingly, Beacon's share price has risen by almost 40% in the last 12 months.

CoreWeave secures $12 billion deal with OpenAI

CoreWeave, a start-up specializing in artificial intelligence, has secured an impressive $11.9 billion cloud computing deal with OpenAI $OPENAI ERC (-2,72%) has signed. This five-year deal will not only give CoreWeave access to OpenAI, but will also secure a stake in the company by issuing $350 million worth of shares. However, despite the high value of the share issue, CoreWeave will not generate any direct revenue from this move. The timing and size of the potential IPO will depend heavily on market conditions. A successful IPO could pave the way for other AI start-ups considering similar moves. CoreWeave reports revenues of 1.92 billion dollars for 2024, a remarkable increase compared to 228.9 million dollars in the previous year.

Sources:

https://finance.yahoo.com/news/goldman-sachs-slashes-us-economic-forecasts-as-tariff-impacts-grow-considerably-more-adverse-170805099.html

https://finance.yahoo.com/news/beacon-roofing-supply-stock-soars-191041521.html

https://finance.yahoo.com/news/exclusive-coreweave-strikes-12-billion-182359450.html

Have you heard? Hedge funds have been selling U.S. tech and media stocks at the fastest pace in six months over the past two weeks, through Feb. 21. According to Goldman Sachs $GS (+0%) this is happening just as Nvidia $NVDA (-3,43%)one of the biggest tech companies, presents its earnings figures.

Nvidia shares are particularly interesting because they are seen as an indicator of the booming AI sector. With a market value of over 6.3% in the S&P 500, Nvidia is the second most valuable company in the world. Its shares have risen by an incredible 550% in the last two years!

According to Goldman Sachs' analysis, speculators have "aggressively" reduced both their long and short positions in AI equipment and media companies. This shows how uncertain investors are at this time. While hedge funds were losing money on their short bets, they were making profits on their long positions.

US markets saw a drop on Friday, partly due to disappointing economic data. Do you think this selling is a sign of a larger trend or is it just a short-term reaction to market conditions? 📈

Small discount campaign used. Ek now at 469€

The year 2025 is off to a very good start for many financial stocks ($JPM (-1,54%)
$SOFI (-2,04%)
$NU (-1,5%)
$V (-1,69%)
$MA (-2,14%)
$C (-1,12%)
$GS (+0%) )

but not much is happening at Blackrock so far

since I find the sector very exciting and the stock did well last year, I will take the opportunity and further expand my position

(buy and hold forever if possible)

Dear friends of Getquin,

I'm usually a silent reader, but if everyone just reads, eventually there's no more reading material, is there? So today I want to share my story with you.

The beginnings:

It's hard for me to say exactly when my journey began, but I do know that I developed a fascination with money as a child. My first "investment" was when I was about 7 or 8 years old, when I bought an ounce of gold with my own pocket money. At that time, no one in my family had anything to do with investments, but I had seen it in my mother's bank when I often accompanied her there. I was fascinated by the shiny coins and wanted to know how I could have a piece myself.

Then, around the turn of the millennium, I saw my father, together with a "great" bank advisor, invest the entire family savings in the middle of the dotcom bubble. The result: a massive loss within a few months. But my mother, who was at home at the time, fought hard and was miraculously able to recoup the losses. I was about 9 or 10 years old at the time and watched her sit in front of the PC every day and look at the figures. From that moment on, I was hooked! I started using an Excel spreadsheet to track which shares I would have bought at what price and watched the performance of my fictitious investments with great interest every day after school.

The first few years:

My mother stopped day trading after about a year and went back to work. However, shares were no longer an issue for me until I was 26.

Getting into real shares:

In 2018, in the summer, as a die-hard Juventus fan, I read about an article on the transfer of CR7 and how Juventus shares went through the roof. I was there again! At that time, however, I only had a small income as a working student. My father, who had failed with his investments in the past, gave me €2,000 - and I bought Juventus shares. However, he made me promise him that I would never invest in shares again. How did the story end? The "trade" with Juventus was a success, but I had to pay taxes for the first time - and I still hate that to this day.

The first losses:

After my Juventus adventure, I began to delve deeper into the matter. I tried out recommendations from "Aktionär" and repeatedly bet on individual shares for smaller trades. It was more of a game, but I generally remained profitable - sometimes a few percent profit, sometimes a few percent loss. Thanks to the profits and additional deposits, I built up my portfolio to €18,000 until I was hit by Wirecard. In the end, I had to accept a loss of around €6,000. It was painful, but not life-threatening - and I learned a lot from this mistake. In particular, I made the mistake of constantly buying more. If I had left it at the original position of € 1,500, the loss would probably not have been so dramatic.

Don't give up:

After the Wirecard debacle, I radically rethought my strategy. I increasingly focused on conservative companies, regular dividend payers and low growth. But here, too, I realized that I was underperforming the market. So I adapted my strategy further and took a long-term approach. I have since been able to slowly recoup my losses.

The clean cut - a new start:

In the summer of 2023, I needed all my assets for a private housing project and decided to make a real "fresh start". I sold all the positions in my portfolio and only kept my ETF savings plans with TradeRepublic.

The new era:

When the housing project was completed, I wanted to build up a new portfolio with the money I had left over - and here you can see the result. My aim is to find companies that are growing strongly and have a solid moat. Dividends are nice, but not a must. My portfolio also contains defensive, boring stocks as a healthy addition. At the same time, I try to further expand my ETF positions through one-off purchases - I stopped my regular ETF savings plans at the end of January 2025. I have also invested a little in crypto and gold on the side. I have made further investments in Lego (€500), Pokémon (€1,000) and Counterstrike cases (€3,000), but these are not part of the public list - that would be too costly for me.

Fun fact:

My cash ratio has never been higher than €3,000 since I first entered the stock market (2018). This is currently an exception because I want to build up a cash reserve for the next generation.

Goal:

I don't have a specific, set goal when it comes to my investments. It's more of a hobby for me. I just enjoy seeing how my portfolio grows and how I can accompany exciting companies and be a small part of them as they develop. For me, it feels a bit like collecting: I enjoy discovering interesting companies, investing in them and watching them develop over the long term.

Thank you:

A big thank you goes to Goldesel Investing and Markus Koch, who have been with me since my first stock market steps. Without you, the share culture in German-speaking countries would certainly not be as strong! And of course a big thank you to Getquin - I've always dreamed of a platform like this! 0% bullshit, 100% investments.

I hope you like the revised version! The text is now more clearly structured, reads more smoothly and still retains your personal style.

Please let me know if you liked my story!

A little tip: My Bitpanda portfolio has a longer history, but I was too lazy to enter everything manually. I also didn't want to take over the history because, as I said, I wanted to start a new chapter in my investment history in November 2023. Overall, however, my crypto track is up €3000-4000.

$CSPX (-2,1%)
$ETH (-2,98%)
$BLK (-0,24%)
$GS (+0%)
$XDWD (-2,24%)
$V (-1,69%)
$MC (-0,29%)
$MS (-0,42%)
$QCOM (-2,21%)
$JNJ (+0,37%)
$ASML (-1,05%)
$RBOT (-0,61%)
$LOCK (-0,1%)
$MRK (-1,3%)
$UNP (-0,67%)
$NKE (-6,6%)
$QDV5 (-1,25%)
$MA (-2,14%)
$TGT (-3,75%)
$PEP (-1,96%)
$NU (-1,5%)
$AAPL (-5,01%)
$TSLA (+0,75%)
$DOGE (-3,15%)
$BTC (-2,26%)
$BRK.B (-0,62%)
$PEPE (-2,84%)

The following shares, among others, reached a 52-week high during the course of Friday:

JPMorgan: $JPM (-1,54%)

Goldman Sachs: $GS (+0%)

Robinhood: $HOOD (-4,27%)

American Express: $AXP (-0,38%)

3M: $MMM (-1,91%)

Morgan Stanley: $MS (-0,42%)

Intuitive Surgical: $ISRG (+0,33%)

Congratulations to all shareholders who benefit from the new high!