Personal FinanceLetter to the saverVittorio Carlini's analysis of company balance sheets and prospects
Letter to the saver03/05/2026 Nvidia, not just chips: the challenge is to cover more stages in AI production
Letter to the saver27/04/2026 Adobe is at a crossroads: meet the AI challenge or slip into the stock market
Letter to the saver19/04/2026 CrowdStrike, the stock exchange wants more balance in artificial intelligence
Letter to the saver05/04/2026 How Johnson & Johnson moves against the risk of tariffs and war in Iran
Tech30/03/2026 Fortinet, the cybersecurity headline that (so far) does not suffer from the war in Iran
Letter to the saver23/02/2026 Amgen's strategy: more drugs in the portfolio against the end of patents
Letter to the saver16/02/2026 Artificial intelligence, Apple chooses caution. Focus on iPhone and services
Letter to the saver08/02/2026 Disney in search of the magic balance between expenditure and profitability
Letter to the saver25/01/2026 Google: more artificial intelligence and cloud. But the stock is expensive on the stock exchange
Letter to the saver18/01/2026 Spotify, the online music marketplace diversifies. More subscriptions but advertising slows
Letter to the saver03/01/2026 Big Pharma: how Bristol Myers Squibb counteracts generics. Discount stock
Letter to the saver23/11/2025Caterpillar: how the US machinery giant harnesses Ai and soars in the stock market
Letter to the saver16/11/2025 Berkshire Hathaway: here's what the market thinks for the post-Buffet era
Letter to the saver05/10/2025 The Netflix game: margins and cash flow under the market lens -Podcast Market Mover
Letter to the saver14/09/2025 Carnival, more revenue from individual cruise passengers and focus on costs
Letter to the saver04/08/2025 Artificial intelligence: Alphabet pushes Google in the chatbot challenge
Letter to the saver27/07/2025 Palo Alto Networks plays its cards with M&A and artificial intelligence
Letter to the saver13/07/2025 Orsero, more integration with agricultural supply chains. Focus on North America
Letter to the saver09/06/2025 Sap, German hi tech plays its cards on cloud and artificial intelligence
Middle EastWar, breaking news. Putin to Trump: 'Ground operation in Iran would be unacceptable and dangerous'
Nvidia, not just chips: the challenge is to cover more stages in AI production
Samsung's challenge: more revenue and production in memory chips
