Etsy$Etsy Inc(ETSY.US)$, a marketplace operator, saw a robust growth in the first quarter of 2023, with revenue reaching $640.9 million, up from $579.3 million a year earlier. Their performance was boosted by an increased transaction fee, resulting in a take rate exceeding 20% for the second time in the company's history. A key highlight is the growth in active buyers in the US marketplaces, a trend unseen ...

Applied Materials$Applied Materials(AMAT.US)$ is a global leader in the semiconductor industry, providing key equipment across all segments. With an expansive product portfolio and an established relationship with all significant chipmakers, AMAT is an indispensable chip production player. As semiconductor fabrication grows as new technologies emerge, AMAT's extensive R&D budget empowers it to stay ahead of smaller compet...

Dollar Tree,$Dollar Tree(DLTR.US)$ a prominent discount retail chain, recently reported earnings that showed strong traffic at both Dollar Tree and Family Dollar outlets, with both seeing mid-single digit increases. Despite these promising indicators, the company's gross margin of 30.5% fell 80 basis points below consensus. This drop was primarily driven b...

Ulta Beauty$Ulta Beauty(ULTA.US)$, the largest beauty retailer in the U.S, is expected to return to low single-digit growth after experiencing significant demand during 2021/2022. While the company continues to make strategic investments, it's anticipated that these will impact margins soon. Ulta posted 1Q EPS of $6.88, beating consensus estimates.
However, the company lowered its fiscal year 2023 opera...

Costco$Costco(COST.US)$ faced a challenging third quarter as consumers shifted their spending priorities. Amidst persistent inflation and economic instability, customers slowed down on non-essential purchases, adversely affecting Costco's earnings. While sales of essentials remained strong, demand for higher-margin items like home decor, electronics, and jewelry decreased. Despite i...

Nvidia$NVIDIA(NVDA.US)$ delivered impressive financial results and provided a promising revenue forecast for the upcoming quarter. The company reported strong earnings for the April quarter, with adjusted earnings per share surpassing Wall Street's expectations. Despite a decline in gaming revenue, Nvidia experienced a 14% increase in sales for its data center segment, primarily driven by the growing...

Netflix's$Netflix(NFLX.US)$ ad-supported tier, still in its early days, is showing promising growth potential. Key advantages include high viewer engagement, healthy ad demand, access to attractive demographic groups, an experienced team, and a growing audience. The platform reports 25% of new sign-ups for the ad-supported tier and estimates tha...

いつもお世話になっております。
UNHへの集中投資を考えております。理由は、①s&p500を超圧倒的に凌駕する投資リターン②他社を寄せ付けない高い参入障壁③決して消えない需要から生まれる盤石な経営基盤、にあります。来年の新NISAを機会に投資したいと考えてます。
よく分散投資の重要性が語られますが、株価の高さと私の経済力的に、1社に集中投資したいと考えております。また現在28歳なので、リスクは取れると考えております。
そこで、UNHの今後の展望について、バフェット太郎さんのお知恵をいただけたら幸いです。宜しくお願い致します。

Walmart$Walmart(WMT.US)$, the world's largest retailer, operates various retail formats including Walmart Stores, Supercenters, Neighborhood Markets, Sam's Club locations in the U.S., as well as a growing ecommerce business. Internationally, Walmart operates in several countries including Canada, China, and Mexico. Recently, the company's omni-channel transformation...

Target Corp. (TGT)$Target(TGT.US)$ reported stronger-than-expected Q1 results with an Adjusted EPS of $2.05, outpacing the Street's expectation of $1.77. Improved gross margin largely contributed to the robust results. Same-store sales remained flat, reflecting strength in higher-frequency categories such as Beauty, Food & Beverage, and Household Esse...