From Panic to Profit: I Bought 2 New Stocks and Reinforced 4 Existing Positions

Executing the defined strategy

Over the weekend, I shared my top stock picks to consider after the recent market sell-off. Now, let's take a look at the ones I actually bought once they reached attractive buy zones.

Top Stocks on My Radar After the Market Sell-Off

Predicting where and when the market will bottom out is never certain, especially with the added volatility from Trump’s decisions. That is why identifying compelling buy zones and deploying capital gradually is essential. This is exactly what I did.

I made a diversified set of 6 new buys, broken down as follows:

• 2 new positions and 4 additions to existing ones

• 5 US stocks and 1 European stock

• 4 large caps and 2 small caps

• 1 healthcare, 1 industrial, 2 tech, 1 financial, and 1 consumer stock

Since this newsletter began 16 months ago, I have maintained a single goal: sharing my market knowledge, highlighting straightforward and effective strategies, analyzing business models, discovering new opportunities, and transparently sharing every move (so you can learn from my successes and mistakes).

Today’s environment is challenging, and it is the perfect time to leverage everything we have built with this strategy to help us navigate the turbulence.

The first new position

The first stock I added is Amazon. No need to present this giant but if you are curious here you can find my article about the company

Amazon, Cheaper than it Appears

I opened a small position due to the current market volatility. The stock is on a compelling support. Of course, it may suffer from tariffs (like most companies by the way directly or indirectly). But in the long-term, my investment thesis is still clear.

My position: 8 shares

Main metrics

Market cap $1,8T

Revenue 25 $698B

Revenue future growth 9.6% in 2025 / 10.3% in 2026 / 9.7% in 2027

Net profit margin 9.7%

ROE 24.3% / ROIC 15.2%

PE 2025 27.0x / PE 2026 22.5x

Dividend -% / Payout ratio -%

Net cash position: $99B or 0.6x EBITDA

Note: metrics may change after the revisions in forecast due to the tariffs

Why invest in this company

• Incredible logistics network

• Diversification in high-value sectors

• Increasing margin and consistently increasing its FCF

• World leader in e-commerce and cloud

• Automation and AI will help develop revenue and increase margin

The stock is at the same price as 2020. At that time it was clearly overvalued. Now I find the price compelling but remain cautious as market conditions are difficult and I am prepared to reinforce.

The second new position