😱 The market is worried about a recession, but which stocks could thrive if one hits? And which ones could suffer?

A thread 🧵 with some examples

Bonus: They must be resilient to tariffs or have enough pricing power to maintain demand even with a 25% price hike! 1⃣ Coca-Cola $KO

Sector: consumer staples
Potential performance during recession 🟢

📈 2025 expected growth 1.3%
💎 Net profit margin 26.0%
💰 2025 PE ratio 24.7x

Consumer staples tend to hold up well during recessions, and Coca-Cola, with its global network of factories, is well-positioned to stay largely unaffected

🎄🎁 My Christmas Gift to You! 🎁🎄

Did you know? Even Piggy Banks can play Santa Claus! 🎅

This year, I am gifting you something special: a thread on 12 industries with unstoppable secular growth trends for the future! 🚀

Happy Christmas, everyone! 🎉 1⃣ DIABETES

Rising global diabetes prevalence, driven by lifestyle changes and aging populations, ensures a sustained need for innovative treatments and management solutions

CAGR by 2030 - 8%

Examples of stocks
🇺🇸 Dexcom $DXCM
🇺🇸 Eli Lilly $LLY
🇩🇰 Novo Nordisk $NVO
🇺🇸 Abbott Lab $ABT

For most of the stocks in my investable universe, I usually identify 3 buying zones to have 3 staggered entries

In this 🧵, I share with you my buying zones for 8 different stocks

🇩🇰 Novo Nordisk $NVO
🇺🇸 Adobe $ADBE
🇺🇸 Microsoft $MSFT
🇳🇱 Adyen $ADYEN
🇳🇱 ASML $ASML
🇦🇷 Mercadolibre $MELI
🇺🇸 Amazon $AMZN
🇺🇸 Unitedhealth $UNH 🇩🇰 Novo Nordisk $NVO

Current price $83

Buying zone 1 $78
Buying zone 2 $70
Buying zone 3 $49

🚨 Caution Ahead! 🚨

These 5️⃣ stocks are in euphoria mode right now. I would'nt buy it at these levels

📈 If you’re already riding the wave, enjoy the ride! But for those on the sidelines, this might be a better time to watch than to buy 1⃣ Walmart $WMT

2025 EPS growth 25%
2025 PE 39.2x

I've been compiling a list of intriguing small-cap companies (<$10B market cap)

Today, I share it with you! Unroll to explore companies by country 👇
🇦🇺🇧🇪🇧🇷🇧🇬🇨🇦🇩🇰🇫🇮🇫🇷🇩🇪🇮🇹🇯🇵🇳🇱🇳🇴🇵🇱🇪🇸🇸🇪🇨🇭🇬🇧🇺🇸

Know of any other? Drop them in the comments so I can add them to the list! 📈💡 🇩🇪 GERMANY

💊 Gerresheimer $GXI
💻 Partec $JY0
💰 FlatexDegiro $FTK
💻 Atoss $AOF
🏭 Aixtron $AIXA
🛡️ Hensoldt $HAG
🍴 Rational $RAA
💻 Nexus $NXU
👓 Carl Zeiss $AFX
🥦 Hellofresh $HFG

4⃣ equity research firms offering free, in-depth company analyses everyone should know about

A 🧵worth bookmarking for future reference 🔖

If you have valuable equity research resources to recommend, feel free to share them in the comments 💬

(This is not a sponsored post!) Carnegie is a Nordic investment bank that offers high-quality equity research, primarily on companies within Sweden and other Nordic countries 🇩🇰🇸🇪🇳🇴🇫🇮
Its reports are particularly in sectors like technology, healthcare, and industrials
Carnegie is a go-to source for investors focusing on the Nordic stock exchanges

A thread 🧵 showcasing 17 stocks with impressive growth potential on the stock market!

Some are projected to deliver over 100% growth in the coming years, spanning across various countries and market sizes
💰 Bet you don’t know them all!

Which ones do you think are missing? 1⃣ Senzime $SEZI

Senzime develops medical devices for real-time patient monitoring during surgery, enhancing anesthesia safety

Country: 🇸🇪
Sector: Healthcare

📈 2023 - 2026 CAGR: 100.0%
💎Net profit margin: unprofitable (>0% expected in 2026)

📈 Finding growth stocks with consistently increasing margins is a good strategy for identifying long-term winners

In this 🧵 we will unveil 10 of these stocks and showcase their key metrics

💎 Only beautiful quality stocks! 1⃣ ASML $ASML

Country 🇳🇱
Stock price 737€

Net profit margin in 2014 21.9%
Net profit margin in 2026 39.1%

📈 Finding stocks with a long-term growth is easier when they operate in growing markets

In this 🧵 I will present 1⃣4⃣ promising markets / industries and their expected CAGR + stocks well positioned in them

Bookmark this post 🔖 to easily find it later! 1⃣ Medical Image Analysis Software

2023 - 2030 CAGR = 7.8%

🇸🇪 Sectra $SECT
🇦🇺 Pro Medicus $PME

Since the beginning of February, I have published 🔟 stock screeners to identify stocks according to different themes or sectors

Here is a🧵 with the 5 most successful ones

1. HIGH MOAT BUSINESSES

🇺🇸 Microsoft $MSFT
🇺🇸 Visa $V
🇺🇸 Mastercard $MA
🇺🇸 Apple $AAPL
🇳🇱 ASML $ASML
🇫🇷 Hermes $RMS
🇺🇸 NVidia $NVDA
🇺🇸 Eli Lilly $LLY
🇺🇸 Coca-Cola $KO
🇺🇸 McDonald's $MCD
🇺🇸 Moody's $MCO
🇺🇸 Netflix $NFLX
🇩🇰 Novo Nordisk $NVO
🇺🇸 Salesforce $CRM 2. CYBERSECURITY

🇺🇸 Crowdstrike $CRWD
🇺🇸 Microsoft $MSFT
🇺🇸 Fortinet $FTNT
🇺🇸 Okta $OKTA
🇺🇸 Verisign $VRSN
🇮🇱 Check Point Software $CHKP
🇺🇸 Palo Alto $PANW
🇺🇸 Qualys $QLYS
🇺🇸 Cisco $CSCO
🇫🇷 Thales $HO
🇬🇧 Darktrace $DARK
🇺🇸 ZScaler $ZS
🇺🇸 Sentinel One $S
🇮🇱 Cyberark $CYBR

1️⃣1️⃣ mistakes to avoid when investing for the long-term

🧵 In this thread, I share 11 mistakes that can have huge conequencies on your performance

📚 This is based on my own experience so feel free to complete/adapt

Hope this will help a lot 👍 1. BUYING AND SELLING TOO MUCH

Buying and selling too much, either in an attempt to time the market or to catch all the trends, is often a factor that results in performance loss and is relatively costly in terms of fees.

Pick-and-shovel plays are often ultra profitable 🏆

⭐️ I love this kind of investment strategy

In this thread 🧵 3️⃣1️⃣ stocks that are pick-and-shovel for 9️⃣ industries
‼️ A lot of value for you ‼️

Discover very strong investment ideas just here 👇 🏭 SEMICONDUCTORS

Instead of chip designer, manufacturers or sellers, you can play the machine or software providers

Software design
🇺🇸 Cadence $CDNS
🇺🇸 Synopsys $SNPS

Machine manufacturers
🇳🇱 ASML $ASML
🇺🇸 Applied Materials $AMAT
🇺🇸 KLA Corporation $KLAC

I published 1⃣2⃣ one-pagers this week. Here is a post so you can have them all!

🧶 Unroll the thread to discover them

We begin with
🇺🇸🛡️ Palo Alto Networks $PANW
🇸🇪🃏 Evolution $EVO

🇺🇸💻 Automatic Data Proc. $ADP
🇺🇸💻 Paychex $PAYX

For those who missed them, here is a bundle with all the one-pagers I have published for the last 2 weeks

⏳ I will do this kind of post every 2 weeks.

You can follow the thread 🧶 to find the 2⃣4⃣ stocks
🇳🇱 ASML $ASML
🇮🇹 Ferrari $RACE
🇫🇷 Hermes $RMS
🇺🇸 Microsoft $MSFT





🇺🇸 Alphabet $GOOGL
🇺🇸 Apple $AAPL
🇺🇸 Meta $META
🇺🇸 NVidia $NVDA