
I invest in healthy, highly profitable companies, with strong Cash Flows, and resilient potential for growth, at reasonable valuation.
No link addedThe prevailing narrative surrounding Adobe Inc. in the mid-2020s has been characterized by a profound sense of technological anxiety.Read more

(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

When compared to other competitors, Fortinet's valuation makes a lot of sense. Fortinet is a model of profitability and operational efficiency.Read more
