Business valuation

What’s interesting about Thales is that the Ukrainian war has been a massive catalyst for its share price

What’s interesting about Under Armour is that its share price has dropped by 50% over the past 6 months.

In the S&P500, the Energy sector makes up just 3.7%. Buffett place a heavy bet on Energy. The investment in Chevron and Occidental add up to around 10% of his portfolio.

Between July 2021 and January 2022, the share price dropped by half. With the rumors around Elon Musk, Twitter’s share price started to recover.

Over the past 9 years, Disney saw a 5% CAGR revenue growth, streaming platform Disney+ comprises new growth engine, and fast recovery of theme parks could drive revenue rebound.