Deep Dive Jesper Bæk Deep Dive Jesper Bæk

Five things to consider about Alphabet (Google)

Google is now trading at a decade-low Price to Earnings (P/E) and confidence in the company being a long-term stock pick winner is growing rapidly. I recently added Alphabet (GOOGL) to my portfolio as well, but with the stock recently becoming a lot more accessible to new investors, following their 20-to-1 stock split and the hype reaching new levels, I wanted to share some of my own long-term considerations. I hope this might also give some insight into the holistic approach I myself practice when I consider the full value and future positioning of a business beyond the numbers.

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Journal Jesper Bæk Journal Jesper Bæk

April 2022 - It is not over yet

We made it through April... Barely. It has been the worst month in several years riddled with earnings disappointment and drama. Come check out what I feel about all this and how my portfolio is doing.

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Market Jesper Bæk Market Jesper Bæk

Do not panic: Even at the worst of times

Record level inflation, rising interest rates, and a Russian invasion have put the markets under stress - and even if you have managed to avoid the worst of it, stocks are still as volatile as ever. Investors are worried about the short-term outlook - But here is why you should stay invested for the long-term.

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Journal Jesper Bæk Journal Jesper Bæk

Monthly Update #012 - December 2021

It is the last day of the year and I only have time for a quick update before the new year's preparations begin. Consider this this last chapter of 2021's Monthly updates and a teaser for a year in review to be posted sometime in January, once my exams are over and done with.

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Deep Dive Jesper Bæk Deep Dive Jesper Bæk

I believe in the Metaverse

There has been a lot of talk about the metaverse in investment communities as of late - The latest buzzword deemed the next big thing. And now with the Zuckerberg announcement of Facebook (FB) rebranding to Meta (MVRS) it seems now its finally out in the open with the general public. So what exactly is it and does it matter at all?

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