u/SensitivePoet4455

Snubblade över den här heatmappen som faktiskt täcker OMXS30 ordentligt. De flesta gratisversioner är bara för USA, så det är uppfriskande med en ordentlig svensk visualisering.

Det jag gillar är att rutorna ändrar storlek beroende på vilken metrisk du väljer, inte bara börsvärde. Så om du byter till direktavkastning eller P/E-tal så sticker avvikelserna verkligen ut som stora rutor istället för att Volvo och Investor dominerar allt som de brukar göra.

Gratis, inget konto behövs.

Är det någon annan som använder något liknande för OMXS30, eller kollar alla här bara på Avanzas vanliga tabellvy?

https://marketgenius.app/heatmaps/indices/omxs30

Quick overview of the biggest movers in the S&P 500 this week. $DELL was looking really attractive before this run, but I couldn't justify buying it.

source; marketgenius.app

Most free stock heatmaps are US-only. If you want to see the Belgian market visually you're stuck with a plain table on Euronext's site or paying for a tool.

I built this partly to fix that for myself. The heatmap covers the BEL 20 and BEL Mid, alongside Dutch and US indices.

• Tiles resize by whichever metric you pick (percent change, P/E, dividend yield, payout ratio, and more), not just market cap
• Free, no login, EN/NL
• Also has DCF and dividend calculators if you want to value a name

Honestly not sure how many people here even follow individual Belgian stocks versus just holding world ETFs, so I'm curious: is a Belgian heatmap useful to anyone, or do most of you not look at single BEL 20 names at all?

https://marketgenius.app/heatmaps/indices/bel-20/percent-change

Honest feedback welcome.

13F just dropped. Was looking at it on the superinvestor heatmaps.

Big Berkshire moves in Q1 2026:

• DAL (Delta) new buy
• GOOG (Alphabet C) new buy, on top of the 225% increase to their existing GOOGL stake
• M (Macy's) new buy
• Full exits in AMZN, UNH, V, MA, DPZ, CHTR and more

The Delta one I cannot explain. April 2020 he dumped every airline at a loss and said "the world has changed for the airlines". Now he's back in. Either this is Greg Abel making his first real mark before officially taking over from Buffett at year end, or something has shifted in how they view the cyclical compounders.

UNH is the weird one for me. They only bought it in Q2 2025 as a deep value play when the stock was below 300, classic "be fearful when others are greedy" setup. Now three quarters later they're fully out. That's not a Buffett-style holding period. Feels more like a Combs or Weschler trade that didn't work, or Abel cleaning house.

GOOGL going from a Q3 2025 initiation to a 225% increase in two quarters is also pretty wild. Munger famously called missing Alphabet one of their biggest mistakes. Looks like the new regime is catching up.

V and MA both out at the same time looks like a clear move away from payments. Combined with AMZN gone, it reads less like de-risking and more like Abel rebuilding the book.

Anyone can explain the Delta thesis? Because I cannot.

Heatmaps if anyone wants to check: https://marketgenius.app/heatmaps

The annoying part of reverse DCFs is always pulling shares outstanding, FCF, and net debt manually. Found one that just lets you search a ticker and prefills everything, you only adjust WACC and terminal growth.

Reverse DCF is more useful than a normal DCF because you stop pretending you know the future. It tells you what FCF growth rate the market is already pricing in, then you only have to ask if that's achievable.

Ran it on a few names:

• ASML needs aggressive growth to justify current price
• Some deep value names show negative implied growth, market literally pricing in decline

Anyone got a workflow they like better than this?

https://marketgenius.app/tools/calculators/reverse-dcf

• CAG +10,24%
• CME +10,01%
• CPB +7,75%
• GIS +7,36%
• GNRC +7,23%
• KHC +6,86%
• BBY +6,77%
• AMCR +6,74%
• PFE +6,68%
• UPS +6,67%

Looking at this and honestly half of these feel sketchy to me. CAG is paying out 1,05 per share while earning negative 0,09? How does that even work long term. KHC also showing a negative payout ratio last I checked. And UPS sitting around 106% payout, every other article online seems to think they're gonna cut.

Are any of these actually safe or are we all just collecting yield on borrowed time here? What am I missing on the ones that look ok, like is PFE coverage actually fine or is that next?

Acabo de encontrar este mapa de calor de los índices mexicanos

Estas son las acciones con mejor y peor desempeño en el BMV IPC en el último mes:

Mejor: GCC +9,58%
Peor: ASURB -12,09%

S&P 500 this week:

Biggest gainer was $CNC (+27.6%)
- Adjusted EPS $3.37, beating consensus by ~80%
- Revenue $49.94B; net income $1.54B (+16.2% YoY)
- Raised full-year EPS guidance to >$3.40 (was >$3.00) and revenue to $187.5–191.5B

Biggest loser was $TER (-17.6%)
- Q1 revenue $1.28B, up 87% YoY; non-GAAP EPS $2.56 (beat by 21.1%)
- Guided for a Q/Q revenue dip, ~2.5pp gross margin decline, and lower H2 vs. H1 revenue