Investor Bez Kravaty

🔥 FICO is down about 20% today. What happened and is the investment thesis changing? $FICO

🚀 TOP 7 STOCKS FOR SEPTEMBER

New month = new selection of stocks that make the most sense to me at today's prices.

In the video, I picked 7 companies where I see a combination of quality, growth, and still interesting valuation.…

🍔 McDonald's after the drop: boring company or one of the highest-quality compounders on the market?

$MCD

📉 2 quality stocks are significantly below their highs. One of them about −50%.

In the new video, I discuss two completely different companies, their business, valuation, risks and scenarios up to 2030.

With one, I was mainly intrigued by the long-term technological optionality, with the other by an extremely high-quality and predictable business model.…

🔥 Xiaomi after a ~55% drop from its all-time high. Is this company much more than just a phone maker?

📈 $94,000 Portfolio: Why I Believe It Can Beat the Market Long-Term

Today I took a closer look at my portfolio.

Current value is approximately $94,000 and the more I look at its composition, the more satisfied I am with where my investment strategy has gradually shifted.…

🔥 Meta faced a $1.4 trillion threat. In the end it will pay a fraction, and I think it comes out of the dispute as a winner

🔥 Superinvestors are buying similar stocks to me. Confirmation that my strategy makes sense?

Over the past few days I've been going through the latest reports of investors I've been following for a long time.

Bill Ackman. Pat Dorsey. Dev Kantesaria. Chuck Akre. François Rochon. Terry Smith.…

🔥 NEW STOCK PURCHASE OF €1,000!

My portfolio is currently worth about $93,000, and I just invested another €1,000 into one particular company.

I won't reveal which stock I bought yet. 😅…

🏢 REITs after years of underperformance: one of the most interesting opportunities in the market?

Over the past few days I've dug a bit deeper into REITs, and the more I look at them, the more I like today's setup.

Not because "they've fallen a lot, so they must rise."…

🔥 THE BEST OPPORTUNITY IN THE MARKET?

According to my model, this quality stock could double by 2030.

The market sees massive AI investments and falling free cash flow. I see record cash flow, a strong core business and several new growth engines.…

🔥 META at $595: 11.7× record operating cash flow and a wealth of unpriced opportunities. This is my complete thesis. $META

🔥 NEW VIDEO: 2 QUALITY STOCKS AFTER A 50% CRASH

A stock can fall 50% and still be expensive.

But if the price drops while the company itself keeps growing its revenue, earnings, and free cash flow, a pretty interesting opportunity can arise.…

🔥 FICO down almost 50%: brutal results and about 20× forward P/E. Is it time to buy? $FICO

MercadoLibre is cheaper today than it has ever been, even though it doesn’t look that way on paper.

$MELI

BIG TECH IS BEING UNDERESTIMATED. AND IN MY OPINION, WE'RE ONLY AT THE BEGINNING

$AMZN $MSFT $GOOGL $META

The last few months haven't been easy for me as an investor.…

📈 PORTFOLIO UPDATE: +3.32% IN ONE DAY. DAYS LIKE THIS SHOW ITS STRENGTH.

The last trading day was a real blast for my portfolio.

The portfolio gained +3.32%, or roughly $2,900, while:…

📌 3 companies after earnings: I see a generational opportunity in one of them

The earnings season brought more interesting moves. In the video, I discuss Microsoft, Amazon and especially Meta, where I think the market is being too short-sighted about the heavy investments into AI and data centers.

Both Microsoft and Amazon showed that demand for cloud and AI infrastructure…

Amazon post-earnings: my second-biggest position crushed analyst expectations 🚀 $AMZN

Meta vs. Microsoft after earnings: The market punished one and rewarded the other. Why do I hold both as an investor? $META $MSFT

Meta and Microsoft reported results on the same evening, but the market reaction was completely different.

Microsoft showed that its large AI investments are already very visibly translating into Azure, Copilot, revenue, and cash flow.…