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Shorting with a System — And Why C3.ai Is the Perfect Target
Everyone’s chasing AI stocks - I’m shorting some of them. Here's my shorting strategy explained.
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Stefan Waldhauser
Monday Shock: 30% Crash After Record Quarter
Strong growth, booming cash flow… and a 30% crash. The hidden story behind monday.com’s ‘Monday Shock.’
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Stefan Waldhauser
Deep Value or Deep Fake? Can Vimeo Shares Spark a Comeback After Q2/25?
Thoughts on an unloved SaaS stock that has lost 40% of its value since the beginning of the year, despite improving fundamentals.
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Stefan Waldhauser
PayPal Stock Q2 2025: Amazing Vision, Weak Market Reaction
PayPal launches a global platform offensive with “PayPal World” - but the share price plummets after solid Q2 figures. Why the market is not (yet…
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Stefan Waldhauser

July 2025

Billions for the cloud - Google is betting everything on AI
Google chases billions in AI data centers, Free cash flow plummets - So, is Alphabet stock still worth investing in?
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Stefan Waldhauser
2
Paywall Instead of Pageview: The Runaway of Financial Bloggers into the Subscription Age
More and more bloggers are leaving the open internet and relying on paywalls as AI and Google de-value free content. What does this mean for readers…
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Stefan Waldhauser
14
IAC Holding: Is the Next Billion-Dollar Spinoff on the Horizon?
Investing in IAC today is like getting a dollar for 50 cents. This is what makes IAC a high-conviction stock in my portfolio.
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Stefan Waldhauser
3
IAC Spin-Off Completed - Angi is Back with its First Figures as an Independent Company
Read here to find out why Angi shares suddenly rose by 40% and what's behind the new strategy of the Home Services platform.
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Stefan Waldhauser

June 2025

Teladoc Stock in 2025: Two Acquisitions as Game Changers
In light of recent developments at the virtual healthcare provider Teladoc, I have decided to invest. Here is my investment thesis on this 'fallen…
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Stefan Waldhauser
GitLab Stock: Between AI Vision and Reality
Despite record cash flow and a promising AI transformation, the GitLab stock price plummeted by over 30%. In this article, I will review my investment…
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Stefan Waldhauser
10
Airbnb Stock in 2025: My Perspective as a Guest, Host, and Shareholder
Can Airbnb Finally Take Off in 2025? Here's my update on the stock after the Q1 2025 figures and the Airbnb summer release.
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Stefan Waldhauser
6
Warner Bros. Discovery: Is the Stock a Real Bargain or is it a Value Trap?
Warner Bros. Discovery is struggling with a declining TV business, but HBO Max is thriving as the central hope for its future.
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Stefan Waldhauser
© 2025 Stefan Waldhauser
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