Posts
Zalando - European marketplace for Fashion & Lifestyle, super undervalued?
Any opinions about Zalando? It sits at 21.75€ currently and a 5 billion valuation. Im working in that field of business and Zalando is the major player in Europe for every Fashion, Lifestyle and Sports Brand. They invest a lot into AI and Logistics, it is my believe that: \-they …
Updated - J.P Morgan's Top Stock Picks for 2026 - +7.40% YTD
Found out my math was wrong and redo it again. # Benchmark Comparison |Ticker|Name|Type|Dec 22, 2025|Apr 28, 2026|% Change|vs JPM Portfolio| |:-|:-|:-|:-|:-|:-|:-| |**GSPC**|S&P 500|Index|6,878.49|7,173.91|\+4.29%|Outperformed| |**DJI**|Dow Jones Industrial|Index|48,362.68|49,167.79|\+1.66%|Outperformed| |**IXIC**|Nasdaq Composite|Index|23,428.83|24,887.10|\+6.22%|Outperformed| |**QQQ**|Invesco QQQ Trust|ETF|618.43|664.23|\+7.41%|Underperformed| |**VOO**|Vanguard S&P 500 ETF|ETF|627.75|657.50|\+4.74%|Outperformed| |**SPY**|SPDR S&P 500 ETF|ETF|682.96|715.17|\+4.72%|Outperformed| |**JPM Equal-Weight**|JPMorgan 57-stock portfolio|Portfolio|\-|\-|**+7.40%**|\-|
J.P Morgan's Top Stock Picks for 2026 - +18.68% after 4 months
The list was released late Dec and i am benchmarking Dec 21 2025 closing price again Apr 27 2026 closing price # Technology |**Ticker**|**Dec 22, 2025 Price**|**Apr 28, 2026 Price**|**% Change**| |:-|:-|:-|:-| |**ANET**|$131.03|$172.47|\+31.63%| |**AVGO**|$340.73|$416.48|\+22.23%| |**BFAM**|$98.50|$112.30|\+14.01%| |**CRM**|$285.40|$312.15|\+9.37%| |**GWRE**|$165.20|$198.40|\+20.10%| |**KLAC**|$710.00|$845.60|\+19.10%| |**LC**|$12.40|$15.90|\+28.23%| |**PANW**|$360.20|$395.40|\+9.77%| |**SNPS**|$550.00|$620.10|\+12.75%| |**TRU**|$78.40|$89.20|\+13.78%| |**V**|$265.30|$282.10|\+6.33%| |**Category Average**|||**+17.03%**|
MHK - Mohawk Industries, raising from the bottom
Mohawk Industries is a deeply undervalued cyclical flooring manufacturer with a broken near-term narrative as the housing recovery extends. The market is pricing permanent earnings impairment, but stable gross margins (23-25% over four years), strong FCF conversion (FCF/NI 1.67), and a conservative balance sheet (D/E 0.29) prove the business model …
A year ago, I was downvoted for my Intel post
It's been a year since I made a post about Intel eventually making a come back. My core reasoning was that this is a strategic area which the U.S. prioritizes, and if the deep state is serious about bringing Intel back into the game, they will succeed no matter what. …
OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO
OpenAI recently missed its own targets for new users and revenue, stumbles that have raised concern among some company leaders about whether it will be able to support its massive spending on data centers. Chief Financial Officer Sarah Friar has told other company leaders that she is worried the company …
Lithium Prices Surging. LAC Can Actually 5-10x
Saw post regarding what's undervalued and could 5-10x in coming years. Lithium demand will grow from 1.3m tonnes to 3m tonnes by 2030. Prices have reached high of $85k per tonne back in 2022, dropped to $9k in 2024, and now running back up to $24k in 2026. LAC is …
How to Schedule Investments if Oil Shock Anticipated?
I have a substantial amount of cash I'd have already invested in a total U.S. stock market index fund like VTSAX, *if it weren't for the Iran War*. But, due to the war and potential oil shock on the global economy, I've been waiting. I get that I'm trying to …
Why is the stock market diverging from every other asset (BTC, Treasury Yields, and Metals) today as oil continues to rise?
Oil continues to gradually rise after another weekend without progress in peace talks. Pass through inflation is already aggressively evident in our everyday lives - vegetable prices are nearly 2x higher than they were a few months ago, delivery companies have raised fees, etc. The longer hormuz stays closed, the …
Interesting food chains to open a position in?
Been looking to open a small-ish position in a food chain with a solid dividend to hedge against the risks that come with a tech heavy portfolio (I'm currently overexposed to tech and the corresponding risks). I think dominoes might be interesting after today's pullback. Also, I love what McDonalds …