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Watchlist

21 Jan 2025 Netflix Inc. – [NFLX]

Status: 🟢 Active Open price: $83.64 Total Return: +1.1%

📊 MVPro™ Score: 59/100 ⚠️ Risk: Medium ⏱ Time horizon: Long-term (3+ years)

Global leader in subscription-based streaming with a strong presence across entertainment markets worldwide
Recurring revenue model supported by a large and growing global subscriber base
Long-term growth potential driven by content monetization, advertising-supported tiers, and international expansion

Revenue (YoY): +17.3%| ROE: 40.2%| Net Margin: 22.1%| LTD to Equity: 55.7%

Netflix Inc. is the world’s leading streaming entertainment company, offering a broad portfolio of original and licensed content to hundreds of millions of subscribers globally. The company benefits from a scalable subscription model, strong brand recognition, and data-driven content production that enhances viewer engagement and retention. Strategic focus on advertising-supported plans, price optimization, and expansion in international markets positions Netflix as a core long-term holding in global media and entertainment portfolios.

Main risks: Intensifying competition in streaming, rising content production costs, subscriber growth saturation in mature markets

The content presented above reflects the author’s personal opinion and does not constitute investment advice or a recommendation under applicable laws. Any investment decisions are made at your own risk. Disclaimer.

25 Nov 2025 Meta Platforms Inc. – [META]

Status: 🟢 Active Open price: $623.64 Total Return: +2.5%

📊 MVPro™ Score: 53/100 ⚠️ Risk: Medium ⏱ Time horizon: Long-term (3+ years)

Global leader in social media with dominant platforms including Facebook, Instagram, and WhatsApp
Strong advertising-driven cash flows supported by massive user engagement and data scale
Long-term growth potential from AI-driven advertising, messaging monetization, and metaverse investments

Revenue (YoY): +26.3%| ROE: 30.2%| Net Margin: 5.3%| LTD to Equity: 6.5%

Meta Platforms Inc. is one of the world’s largest social media and digital advertising companies, operating a global ecosystem of platforms that connect billions of users daily. The company benefits from strong advertising demand, industry-leading user engagement, and increasing efficiency driven by AI-powered ad targeting and content optimization. Strategic investments in artificial intelligence, messaging platforms, and long-term metaverse initiatives position Meta as a core long-term holding in global digital advertising and technology portfolios.

Main risks: Advertising market cyclicality, regulatory and privacy-related scrutiny, high investment costs in metaverse initiatives

28 Oct 2025 Alphabet Inc. – [GOOG]

Status: 🟢 Active Open price: $265.14 Total Return: +12.5%

📊 MVPro™ Score: 68/100 ⚠️ Risk: Medium ⏱ Time horizon: Long-term (3+ years)

Global leader in digital advertising with dominant search and YouTube platforms
Strong long-term growth driven by AI, cloud computing, and digital ecosystem expansion
High margins, massive data advantage, and robust cash flow generation

Revenue (YoY): +13.8%| ROE: 31.8%| Net Margin: 29.2%| LTD to Equity: 6.5%

Alphabet Inc. is one of the world’s leading technology companies, with core businesses spanning online search, digital advertising, YouTube, and cloud services through Google Cloud. The company benefits from its unmatched data scale, strong advertising demand, and accelerating investments in artificial intelligence across search, cloud, and consumer products. A strong balance sheet and continued innovation position Alphabet as a long-term core holding in global technology portfolios.

Main risks: Advertising market cyclicality, regulatory and antitrust pressure, rising competition in AI and cloud services

27 Oct 2025 Microsoft Corp. – [MSFT]

Status: 🟢 Active Open price: $512.58 Total Return: -22.5%

📊 MVPro™ Score: 67/100 ⚠️ Risk: Medium ⏱ Time horizon: Long-term (3+ years)

Global technology leader with dominant positions in cloud, enterprise software, and productivity tools
Strong structural growth driven by cloud adoption, AI integration, and digital transformation
High margins, recurring revenue model, and exceptional free cash flow generation

Revenue (YoY): +18.1%| ROE: 29.6%| Net Margin: 35.6%| LTD to Equity: 11.7%

Microsoft is one of the world’s leading technology companies, with a diversified business spanning cloud services (Azure), enterprise software, and productivity platforms such as Microsoft 365 and LinkedIn. The company benefits from strong structural demand for cloud computing and artificial intelligence, supported by high margins, recurring subscription revenues, and a robust balance sheet. Strategic investments in AI, including deep integration across its product ecosystem, position Microsoft as a long-term core holding in global technology portfolios.

Main risks: Intensifying competition in cloud and AI, regulatory scrutiny, slower enterprise IT spending

11 Aug 2025 UnitedHealth Group – [UNH]

Status: 🟢 Active Open price: $256.72 Total Return: +34.0%

📊 MVPro™ Score: 57/100 ⚠️ Risk: Medium ⏱ Time horizon: Long-term (3+ years)

Leading diversified healthcare and insurance provider in the U.S.
Strong membership growth driven by Medicare, Medicaid, and commercial plans
High margins, stable cash flow, and extensive healthcare network

Revenue (YoY): +12.9%| ROE: 21.2%| Net Margin: 3.1%| LTD to Equity: 73.2%

UnitedHealth Group is the largest healthcare and insurance company in the United States, offering a broad portfolio of health plans and services through its UnitedHealthcare and Optum divisions. The company benefits from a growing membership base across Medicare, Medicaid, and commercial markets, coupled with high operational efficiency and strong cash flow generation. Strategic investments in healthcare technology, data analytics, and value-based care models position UNH as a long-term core player in the U.S. healthcare sector.

Main risks: Regulatory changes, healthcare cost inflation, competition in insurance and services

28 Jul 2025 Newmont Corp. – [NEM]

Status: 🟢 Active Open price: $63.78 Total Return: +64.5%

📊 MVPro™ Score: 78/100 ⚠️ Risk: Medium ⏱ Time horizon: Long-term (3+ years)

World’s largest gold producer with a diversified portfolio of Tier 1 assets
Strong leverage to gold prices supported by long-life reserves and disciplined cost control
Stable cash flows, solid balance sheet, and shareholder-focused capital returns

Revenue (YoY): +24.5%| ROE: 16.1%| Net Margin: 37.7%| LTD to Equity: 25.1%

Newmont Corp. is the world’s largest gold mining company, operating a globally diversified portfolio of high-quality, long-life assets across North America, South America, Australia, and Africa. The company benefits from strong free cash flow generation, disciplined capital allocation, and significant exposure to gold as a hedge against inflation and macroeconomic uncertainty. A solid balance sheet and a consistent dividend policy position Newmont as a resilient long-term core holding in the precious metals sector.

Main risks: Gold price volatility, operational disruptions, geopolitical risk, regulatory and environmental constraints

16 Jul 2025 ASML Holding – [ASML]

Status: 🟢 Active Open price: $750.9 Total Return: +69.3%

📊 MVPro™ Score: 75/100 ⚠️ Risk: Medium ⏱ Time horizon: Long-term (3+ years)

Global leader in EUV lithography with near-monopoly position
Structural demand driven by advanced semiconductor nodes
High margins and strong backlog visibility

Revenue (YoY): +29.9%| ROE: 51.2%| Net Margin: 29.8%| LTD to Equity: 20.9%

ASML is the world’s leading supplier of extreme ultraviolet (EUV) lithography machines, holding a near-monopoly in advanced semiconductor manufacturing equipment. The company benefits from strong structural demand driven by cutting-edge chip nodes, high margins, and a robust backlog that ensures revenue visibility for years. Strategic investments in AI technologies and cloud integration, combined with a consistent dividend policy, make ASML a core player in long-term semiconductor innovation.

Main risks: Semiconductor cycle downturn, export restrictions, customer concentration

09 May 2025 Barrick Mining Corp. – [B]

Status: 🟢 Active Open price: $17.85 Total Return: +132.8%

📊 MVPro™ Score: 63/100 ⚠️ Risk: Medium ⏱ Time horizon: Long-term (3+ years)

One of the world’s largest gold mining companies with a diversified global asset base
Strong exposure to gold and copper as long-term inflation and energy-transition hedges
Disciplined capital allocation, solid margins, and a strong balance sheet

Revenue (YoY): +13.9%| ROE: 6.9%| Net Margin: 15.1%| LTD to Equity: 14.0%

Barrick Mining is one of the world’s leading gold producers, operating a diversified portfolio of high-quality mining assets across North America, Africa, and the Middle East. The company benefits from long-life reserves, cost discipline, and growing exposure to copper, positioning it well for both inflation protection and long-term demand from electrification and energy transition trends. A strong balance sheet and shareholder-friendly capital return policy make Barrick a resilient long-term core holding in the precious metals sector.

Main risks: Gold price volatility, geopolitical risk in operating regions, regulatory and environmental challenges