Dieser Kanal lädt zu einer knappen Minute Weiterbildung ein.

Es erscheint nötiger denn je.

A #ladybug preparing for takeoff
They can eat up to 5,000 aphids in their lifetime, making them natural pest controllers!
In some cultures they’re associated with luck

The consensus on Wall Street among savvy people paid millions to predict things was exactly what very low-information voters thought: "Trump can't mean what he says because that's ridiculous, what he'll really do is what I personally hope he does."

Let’s do it.

Advent calendar stock no. 19 is Italian telecommunications company $UD.MI Unidata.

They doubled eps from 2020-2023 and according to their guidance should double again until 2026 or 2027.

Not bad for a company that trades at 7x P/E with way lower debt than their european peers.

Current holdings, for discussion; not advice:
$ACFN, $BRK/B, $KPG.AX,
$DNP.WA, $BLDR, $BKNG, $VTY.L, $TNEYF, $OTCM, $FERG,
$AZO, $NTDOY, $MSM, $PRKA.
Especially like companies w/ROIC >15%, allocate capital well. Comments?

$DIS could be $200 by the end of next year. Monster 2025 box office, streaming turned the profitability corner, tariff-proof, and the real juice comes from ESPN going full OTT and droolers start imagining what that platform could become. Dumber things happen in markets every hour. DYODD