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How We Went From Savers to Investors

35 Years Since the Beginning of Voucher Privatization in Czechoslovakia

2/3/2026

Sandisk: AI demand has propelled results and the company is strengthening its position for years ahead

Sandisk enters 2026 with a combination of factors that investors tend to reward the most. The company in the most recently published quarter achieved revenue of USD 3.025 billion, GAAP net income of USD 803 million, and datacenter revenue increased by 64% compared to the previous quarter. Management also guided the market for the next quarter with a revenue outlook from USD 4.40 billion to USD 4.80 billion, which supports the thesis that AI infrastructure and enterprise SSDs can be a long-term growth engine for Sandisk.[1]

2/3/2026

Anglo American: a $3.7 billion loss and steering the company toward copper

Anglo American on 20 February 2026 wrote down the value of De Beers by $2.3 billion and brought the carrying value of the diamond division to $2.3 billion. The group also reported a net loss of $3.7 billion but kept EBITDA operating profit adjusted for one-off items at $6.4 billion and confirmed further progress on the separation of De Beers, which the market reads as an acceleration of capital reallocation toward copper.[1]

24/2/2026

Novo Nordisk: Share price decline, attractive dividend, and an opportunity for long-term growth

Novo Nordisk shares fell by approximately 15 to 20% after the release of a weaker outlook for 2026, which pushed down the valuation even though demand for Ozempic and Wegovy and for new oral GLP1 therapies remains strong.* At the same time, it is a company with a dividend yield of around 3.8% and a conservative payout ratio of approximately 50%, while consensus target prices still indicate double-digit percentage upside compared with the current share price. [1] [1]

16/2/2026

Texas Instruments: Acquisition of Silicon Labs and the Attack on the IoT Chip Throne

Texas Instruments is entering a new chapter of its story in the semiconductor industry. The company has announced that it is acquiring Silicon Labs, one of the leaders in wireless chips and IoT solutions, for approximately $7.5 billion in cash. This is one of the largest transactions in the history of Texas Instruments, which can fundamentally change the balance of power in the segment of smart devices, the industrial Internet of Things, and edge AI.[1]

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