@wolf_vukovic Too soon IMO, as you said if inflation show signs of resilience it can get tricky since sentiment now is that rate cuts are imminent.
Shelter in CPI remains sticky since those contracts are arranged couple of months in advance, this type of actions can kinda encourage it.
@InvestInAssets What about Brembo in 🇮🇹? Household name, decent balance sheet, not so easy to enter into brakes business (know how, safety, materials) so a decent moat also, dividend payer, different types of vehicles to serve electric ones as well.
@FilipVickovic 5/31 šut za tri, mnogi od tih pokušaja otvoreni šutevi, kakve veze ima klupa sa tim?
2 pleja zaredom promašuju po oba bacanja.Dubljević neprepoznatljiv. B. Radović nije Greg Popovič, ali realno isporučuje rezultate(EP, SP vjrv i OI).
Čak se u 1/8 zaprijetilo domaćinu GER na EP22.
@InvestInAssets I checked on their annual report. The A share type have 1 vote on the Shareholders annual meeting and B shares have one tenth of a vote. Otherwise they have same rights.
@InvestInAssets I see a lot of people from Sweden recommends Investor AB? Can you please provide some context and your opinion? What is the difference between Inve-A type of stocks and Inve-B? Thanks
@TheDunkCentral Speaking about drug lords and shit, he is close friend to the drug lord Darko Saric(you can google, they are from the same city) but he is not god damn drug lord or mafia member, not even close. Though he invested some of his money in some shady things.
@Invesquotes I assume Africa is the next big thing for Amazon so in 3-5 years, when established, it will potentially have big gains according to its market cap magnitude.
@IkovicVuk Zašto bi poslovao neko u industriji gdje mu država određuje profitnu marginu birokratski? Kapitalizam omogućava i dobre i loše stvari. Ako regulativama oćemo da uklonimo loše, uklanjamo i dobre i dobijamo neku vrstu etatizma. Plus na našu veliku žalost takođe, CG nije Austrija.
@IkovicVuk Kako bi to uticalo na građevinske firme? Da li bi onda došlo do njihovog zatvaranja, gubitaka radnih mjesta, manje novca od poreza u budzetu? Da li bi onda sve nase puteve, male i velike projekte radile strane firme? Ko bi gradio te zgrade?
@IkovicVuk Stambeni fond i državno preduzeće bi se finansirali kako? Možda bi plate zarade za zaposlene i drugi troškove potirali društvenu korist. Glavne riječi ovdje su regulisanje, i vršenje pritiska. Onda će država vršiti pritisak i na mljekare npr? Ako je Cg trž.ekonomija svi su isti.
@wolf_vukovic So currently financial sector is struggling only on the surface (the bank behemots look just fine in Q1 earnings, even acquiring the fallen) and are undervalued in the long term?