I invest in healthy, highly profitable companies, with strong Cash Flows, and resilient potential for growth, at reasonable valuation.
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The Strategic Revaluation of Adobe: A Critical Analysis of Market Sentiment
The prevailing narrative surrounding Adobe Inc. in the mid-2020s has been characterized by a profound sense of technological anxiety.Read more
A great prediction written on the 21st of July 2025
(This peace was written on the 21st of July 2025) I’d like to get your attention on LVMH, an European giant that needs no introductions. LVMH’s current price of 470€ is starting to get into purchasable territory.Read more
The Architect of Integrated, High-Performance Security
Fortinet stands out for running a highly efficient cybersecurity business built around its own purpose-built hardware and tightly integrated products, which helps it consistently turn sales into real profits and cash. The big questions are whether its hardware-heavy approach keeps working as the market shifts, and whether past security flaws could hurt trust with customers.Read more