Feed Profile
PB

Pavel Botek

@pavelbotek

I’m an investor with 7 years of stock market experience and since 2021 I’ve worked as an analyst and creator of stock analyses and newsletters at Bulios. The core of my portfolio is built on ETFs and dividend positions, but I’m not afraid of taking risk—always with an emphasis on risk management. In my analyses, I focus mainly on specific stock stories and searching for companies with the potential to significantly beat market expectations.

175 Followers
Read more

3 stocks under ten dollars that look interesting at first glance - and I deliberately say "at first glance", because in this price category that's the key distinction. Low price lures you with the feeling of "it costs almost nothing", but behind it almost always hides a smaller, younger and much more volatile company. I take it as a watchlist, not a shopping list.

Ondas $ONDS -…

Show full post
Read more
BLACK

Record after record, yet the market still underestimates the company

Some companies don't hold their fate in their own hands. For a cinema operator, Hollywood sits behind the wheel. Even the nicest cinema will stay empty if studios fail to deliver films people want to see. And when a strong season arrives, box offices fill up and profit soars. This very dependence…

PB
Pavel Botek
· Aug 28
Read more

Do you hold stocks in these sectors? Which other sectors do you think will prosper?

Show full post
Read more
BLACK

Energy Fuels: From Loss to Profit in Two Years? A Bet on Uranium and Rare Earths

China currently controls about ninety percent of the world's rare earth processing—the raw materials without which not a single electric vehicle, robot, data center, or guided missile can function. One Colorado company has decided to break that dependence and, in the process, become the largest…

PB
Pavel Botek
· Aug 27
Read more

This is far more interesting reading for me than it might seem at first glance - Nio's Certified Used Cars Start at €26,900 in Europe, Battery Excluded

....because it's not just used car prices, but an X-ray of how Nio $NIO is actually doing in Europe. And that picture is mixed to alarming. The entire certified used inventory across three direct EU markets is just thirty cars…

Show full post
Read more
BLACK

AI that aims to discover drugs: Analysts predict a promising future for it

The combination of two of today's hottest topics, artificial intelligence and drug development, carries both promise and fraud at the same time. The promise because developing a new drug today takes over ten years, swallows billions of dollars, and in the vast majority of cases still ends in…

PB
Pavel Botek
· Aug 26
Read more

I have to admit that this quarter Ondas $ONDS really pleased me as a fan – and I say that while trying to remain critical. Revenue of $83.8 million with year-over-year growth of more than thirteen times, new orders around $175 million, and backlog climbing to $757 million are no longer “cool drone story”, they are real operating numbers. And most importantly: the company…

Show full post
Read more
BLACK

Lithium is waking up and SQM is profiting the most from it. Is further growth ahead for the stock?

The price of lithium fell by nearly ninety percent over a few years, hit bottom, and then shot back up sharply. Chilean SQM, one of the world’s largest miners, is on this roller coaster, and its latest results show both ends of the rope at once. Revenue rose 137 percent, profit 353 percent, lithium…

PB
Pavel Botek
· Aug 25
Read more
BLACK

A 15.4% monthly dividend: Miracle or well-disguised risk?

A fifteen percent dividend yield is like a lighthouse in the fog for a retail investor: it attracts attention and promises passive income beyond what anyone dreams of with ordinary stocks. And when the company claims this yield still has room to grow, the temptation is irresistible. But it is…

PB
Pavel Botek
· Aug 24
Read more
BLACK

30 years of compound growth and an engine called data centers

The best long-term investments are often the most boring and least conspicuous. While the market's attention is fixed on companies that make chips for artificial intelligence, there is a giant that profits from the same boom without everyone writing about it. It makes unobtrusive but indispensable…

PB
Pavel Botek
· Aug 21
Read more
BLACK

The most sought-after second choice in artificial intelligence has one problem

Revenue up by half, profit above estimates, data center segment doubled, outlook half a billion above expectations. And the stock fell nine percent after the results. It sounds absurd, but the market had its reason, and that reason hides in a single number that refused to grow. It is precisely…

PB
Pavel Botek
· Aug 20
Read more
BLACK

An aristocrat with 40 years of growth is at the bottom. Does it make sense to buy?

The best investment opportunities are often hidden in the most boring sectors. While market attention is focused on artificial intelligence and tech stars, there are companies that quietly manufacture the things we use every day without noticing. Yogurt packaging, beverage bottles, medicine blister…

PB
Pavel Botek
· Aug 19
Read more
BLACK

JPMorgan expects 64% growth in SpaceX. But profit rests on a single service

Record revenue, 92 percent growth, a bank promising further share price gains. And beneath it all, a company that lost $541 million in a single quarter and poured $15.8 billion into its operations. Three separate businesses under one roof, but only one of them makes money. The question for…

PB
Pavel Botek
· Aug 18
Read more
BLACK

The decade's surest megatrend pays a 5.3% dividend

The surest megatrend of the next two decades is the aging of the population. The baby-boom generation, the largest in history, is just entering the age when it begins to need senior housing and care, and this wave will grow regardless of the economic cycle, interest rates or politics. There are…

PB
Pavel Botek
· Aug 17
Read more
BLACK

The challenger that's now taking customers from the fast-food king

In the fast-food world, a battle is unfolding that resembles the story of David versus Goliath. On one side stands the unshakable king, the world's largest chain. On the other side, its perennial challenger, which after years of treading water has finally rallied and started taking customers from…

PB
Pavel Botek
· Aug 14
Read more
BLACK

Gold miner on sale: Why Newmont is cheaper than it should be

Record cash flow, net cash on the books, billions in buybacks, and a freshly won permit that opens a giant copper-gold deposit. And yet the stock trades below the value of its own mines – less than it would cost today simply to buy its working mining projects. The question for an investor is not…

PB
Pavel Botek
· Aug 13
Read more
BLACK

A cheap giant with big ambitions: The Korean Amazon at a 22% discount

When a quality, growing company's stock drops by a fifth in a year, it's worth paying attention. Either something fundamental went wrong, or the market panicked over temporary issues and is offering an opportunity. The company we're talking about is exactly such a case to examine. It's the dominant…

PB
Pavel Botek
· Aug 12
Read more
BLACK
F

Behind the juicy dividend is a 5-billion bet that already failed once

Shares under fifteen bucks, a dividend over 4 percent, earnings at a few multiples, and management that just raised guidance. On paper, a textbook cheap dividend stock. Except the entire profit is pulled by gasoline trucks and vans, while the electric division burns $4 billion a year, and Ford is…

PB
Pavel Botek
· Aug 11
Read more
BLACK

A 13.5% monthly dividend and one big catch

A double-digit dividend yield paid every month sounds like an income investor's dream come true. The company in question offers exactly that: a dividend of around 13.5% per year, split into twelve monthly payments that arrive with clockwork regularity. For many people looking for passive income, it…

PB
Pavel Botek
· Aug 10
Read more
BLACK

30% growth outlook and contracted orders worth 14 billion

There is a rare type of company where no one questions the quality of the business. It is growing at a rocket pace, dominates its market, has loyal customers who rarely leave, and has mountains of orders for years ahead. Its technology is also transforming an entire industry, and customers love it.…

PB
Pavel Botek
· Aug 7

We use essential cookies to run the website and optional analytics cookies to measure usage.

Privacy policy