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
Nvidia, not just chips: the challenge is to cover more stages in AI production