Global Community

<<< To see my other narratives, please scroll up and klick on Tokyo (next to my profile picture) >>> My main narrative for ANET: Young company (founded 2004, IPO 2014), disrupting CISCO in the High Speed Switch Market (for Datacenter, Cloud and AI) Very successful introduction of Fast Internet Switches for Brokerage (High Speed Trading) Internet Speed will continuously increase to meet “tactile internet” capabilities (control robots or vehicles over distance (through internet) with nearly no delay) Perfect fit of Arista HW and Arista SW, as known from Apple devices, leads to high customer satisfaction and customer binding I focus also on: More equity than debt. Ratio is at 0%.

Warren Buffett would likely not invest in Twilio Inc. at its current stage.

Bullsu Increased infrastructure spending in the US and emerging markets will lead to more construction equipment purchases, substantially boosting Caterpillar's sales growth. Higher fixed-asset investment growth in China strengthens support for increased investment in mining capital expenditures, benefiting Caterpillar.

Fusion Fuel Green PLC (HTOO), currently trading at around $0.50 per share, has high growth potential driven by the increasing global demand for green hydrogen technology. The company’s focus on innovative hydrogen production solutions positions it to benefit from decarbonization efforts in key sectors such as heavy industry and transportation.

Nike, one of the world’s most iconic footwear brands, is facing significant financial turbulence after President Donald Trump announced sweeping new tariffs on imports from nearly all U.S. trading partners. The new tariffs have sent shockwaves through the apparel and footwear industries, causing Nike’s stock to plummet by more than 13% in pre-market trading on Thursday.

Good: Recent sell-off made it reasonably priced Has decent returns (24% ROE, 11% ROIC) Good and stable shareholder yield (dividend 2.1% yield with 10+% growth + buybacks) Very stable and decent past growth both top and bottom line Has a wide moat STR BUY forecast Bad: Really really bad PR Threat of high fines Low margins - highly affected by med costs raising Current/Quick ratios below 1 (around 0.85)

BW Energy is one of the most undervalued stock i have found in the oil industry listed in Norway. The company have one large shareholder, BW Group, which owns about 75% of BWE.

My main narrative for FRE: What former CEO Mark Schneider blow up to an inefficient giant, will now be cut down by actual CEO Michael Sen and trimmed on efficiency from formally 4 segments FMC (dialyses), Helios (private hospitals), Kabi(Generic & Infusions), Vamed (Projects & Digitalization) only 2 remain: Helios, Kabi, the other will be sold, and the intakes will help to restructure the financial situation under Mark Schneider the Spanish hospitals were acquired, this was a good deal: privat hospital runs well in Spain, because of their good reputation wealthy Latin Americans travel for medical treatments to Spain I focus also on: More equity than debt. Ratio is at 62% (debt/equity).

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