Latest Posts

Time to buy Pfizer

Its stock is currently trading at approximately 32% discount to its fair value estimate. It is big, diverse and known, and most importantly it will hold on to its patents until 2028. I think it may actually be a good medium-time investment. One... — read more 

Still a buy for me

I don't know why people worry about Netflix. This is still the leading streaming platform WORLDWIDE. Do you have any idea what has to happen for Netflix to lose market dominance? You can debate its debt and number of subscribers all you like, but I... — read more 

Downgraded to "sell"

Adicet Bio is being downgraded to sell by some analysts and with a good reason. The company is expected to post -1.35 EPS for the current fiscal year, which, needless to say, is far from ideal. Many institutional investors have been dropping the... — read more 

Very small investor here

Trying to diversify my portfolio. Some friends recommended Tesla as a good option. However, not only that I have no confidence in Musk whatsoever, but the whole EV business seems to me to be on a wrong footing. There’s no good national strategy that... — read more 

Tomorrow earnings

I guess we will know (or at least have the indications) whether AI hype can be sustained until AI becomes a real thing. Big risk here is a very heavy investment in a future promise, nothing less. AI as it is now falls very short of what everyone is... — read more 

Why not buy even more?

I own PEP shares and these days I’m tempted to buy even more. The stock is looking better than ever. All is looking like the earnings will rise in the second part of the year and if the rise in earnings is not followed but some other unfortunate... — read more