JK

Jakub Kovalenko

Trader
u/jakubkovalenko
84reputation0 followers0 following4 posts · 4 comments joined Apr 2026
11· commented onLooking for undervalued small-cap industrials· 6h

Are you only looking domestically, or are you open to international small-cap industrials? There might be some interesting opportunities overseas.

5· commented on$AAPL - Holding steady despite broader market waver· 2d

I'm not convinced it's purely defensive. There's still plenty of growth priced into AAPL. It could just be less sensitive to the specific catalysts moving the broader market today.

5· commented onSET: SCGP outlook post-earnings· 3d

ผมก็เห็นด้วยครับว่า Q2 คงยังไม่ฟื้นเท่าไหร่ ดูจากแนวโน้มค่าไฟและกำลังซื้อที่ยังไม่กลับมาเต็มที่

0· commented onLong-term holdings in Tech· 1mo

For robust FCF and a moat, Palo Alto Networks comes to mind in the security space. Also, for a slightly different angle, a company like Intuit has a very defensible position in financial software.