Samet blog

AnalysesOctober 18, 2026

Crisis in the Luxury Industry

The S&P 500 index is at historic highs, but the stock prices of LVMH and Hermès have fallen by approximately 40% since the beginning of the year. What does this tell us about consumer confidence? Is this a buying opportunity, or is luxury simply no longer in fashion?

Monthly reviewOctober 5, 2026

Muse brought a turning point

GeneralSeptember 15, 2026

Nvidia's Record Results and the AI Investment Cycle

Monthly reviewSeptember 5, 2026

Outperforming S&P 500 by 3x in August

Is Meta's golden age yet to come?

Meta recently agreed to pay approximately $17 billion over 10 years to settle lawsuits surrounding teen social media addiction. However, investors received the news surprisingly well. With initial discussions pointing toward potential fines as high as $1.4 trillion, the actual settlement represented just 1% of the worst-case scenario. This legal resolution has provided clarity, removing a major overhang and boosting Meta’s stock price by securing its future cash flows. But what about the underlying value of Meta’s business model?

Monthly reviewAugust 28, 2026

Monthly Summary 07-2026

I have observed an interesting negative correlation between AI stocks and SaaS companies. When one group of stocks goes down, the other moves up. That is exactly what happened in July.

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Thoughts on markets, company deep dives, and portfolio reflections.