Alan Gałecki – Financial-Engineering.net

Know what you own + why. Fundamentals. Against the herd. Beating the market. My members get my best stock picks in concise 12-page reports. ⬇️

[Alan Gałecki – Financial-Engineering.net @Fin_Eng_Net]

7 Reasons You Should Subscribe to my Newsletter

When I launched https://t.co/DZ5U9HF5ag, the investing world was already drowning in noise. Today it’s deafening.

Here’s why my newsletter + reports earn a permanent spot in serious investors’ inboxes:

📈📈📈

[Barchart @Barchart]

Coffee plunges to its lowest price since 2024 ☕️📉 Congrats everyone, we did it 🥳🫂

[Alan Gałecki – Financial-Engineering.net @Fin_Eng_Net]

@pepsi Fever-Tree or a cold beer

[Alan Gałecki – Financial-Engineering.net @Fin_Eng_Net]

@calvinfroedge Growth is the lowest, debt the highest, and the balance sheet the weakest.

[Alan Gałecki – Financial-Engineering.net @Fin_Eng_Net]

@Uberrenditen Glaube nicht, dass die Dividenden hier einen großen Unterschied machen 😁

[Alan Gałecki – Financial-Engineering.net @Fin_Eng_Net]

Ouch…

$PVH

[Alan Gałecki – Financial-Engineering.net @Fin_Eng_Net]

@Samaytwt Windows

[Alan Gałecki – Financial-Engineering.net @Fin_Eng_Net]

@Der_Boersianer Ich fände es lustig, wenn die Börsen jetzt korrigieren und der Börsengang verschoben würde…

[Alan Gałecki – Financial-Engineering.net @Fin_Eng_Net]

@derhagemann wer freiwillig mitmacht, ist selber schuld

[Alan Gałecki – Financial-Engineering.net @Fin_Eng_Net]

This is the kind of calculated, anti-herd opportunity my Premium and Premium PLUS members get first.

Full research report + all the numbers are already in their inbox (and in my member’s area archive).

Want access to these deep-dives in real time?

Free newsletter is the entry point → https://t.co/RMn7qXseJr

Which consumer name do you think has actually bottomed?

$GIS $CAG $KHC $CPB

[Alan Gałecki – Financial-Engineering.net @Fin_Eng_Net]

The latest quarterly results from my pick showed broad-based growth across all key metrics — and meaningful market share gains in dollars and volumes.

Management has cleaned up the balance sheet and is in a position to restart aggressive share buybacks soon — while the rest of the sector is forced to protect dividends they realistically should cut.

[Alan Gałecki – Financial-Engineering.net @Fin_Eng_Net]

Back in Jan I warned that $PLNT Planet Fitness was not fit as a stock pick.

Valuation was stretched like a rubber band, the margin of safety non-existent.

Since my article the stock has collapsed: 91 —> 51 USD.

Sometimes even ‚obvious growth stories‘ turn out to be obvious traps.

https://t.co/MU5FdzZ0RP

[Alan Gałecki – Financial-Engineering.net @Fin_Eng_Net]

$KVUE was sold to investors as a ‚Safe 20%‘ arbitrage after the Kimberly-Clark $KMB bid.

I called it an illusion in my January analysis — high debt, declining volumes and cash flows that scream dividend cut.

Since, the stock has gone nowhere… actually slightly down.

Some ‚safe‘ deals just aren’t.

https://t.co/6p0xigFTnF

[Alan Gałecki – Financial-Engineering.net @Fin_Eng_Net]

This is classic European contrarian opportunity – regulatory pain turning into profit.

Want the complete analysis + the better idea?

Full free article:
https://t.co/IdiGhgArfM

My free newsletter: https://t.co/evE5aN3QXK

Are you betting on Europe’s digital sovereignty push?

[Alan Gałecki – Financial-Engineering.net @Fin_Eng_Net]

Europe is done depending on U.S. Big Tech for its digital backbone.

The new ‚Tech Sovereignty Package‘ and CADA law are about to redirect billions to European providers.

Thread on what this really means for investors 👇

[Alan Gałecki – Financial-Engineering.net @Fin_Eng_Net]

However, I see an even stronger, earlier-recommended (for paid members) idea in this space.

Debt-free, higher growth, already +42% since my report dropped last June.

Often the only choice for customers.

Full deep-dive only for Premium members.

[Alan Gałecki – Financial-Engineering.net @Fin_Eng_Net]

@MichaelRdebusc1 Bin mit Vista ganz zufrieden bisher. Habe ehrlicherweise auch keine energie aktien mehr angesehen seitdem ich im März außer Vista alles rausgeworfen habe

[Alan Gałecki – Financial-Engineering.net @Fin_Eng_Net]

$SPCX

for sure one of the truly interesting pieces inside SpaceX — satellite broadband, and with a lag, phone connections.

the connectivity segment of SpaceX — i.e. “Starlink” — is the only profitable one with convincing numbers.

but this one alone hardly justifies the hype.