1Mon·

As already announced in one of my last posts, here is the follow-up purchase of $11B (+0.72%)


We have now reached a relatively good bottom. Should we fall again towards €55, I would consider buying more. In addition to my own analysis (see my profile), the decisive factor for the purchase at this point in time was that 2 insiders have now struck in the sell-off. The two supervisory board members Piotr Wierzbicki and Marcin Kuciapski have generously dipped into their own pockets. Marcin in particular has been buying steadily over the last few years and has now made his biggest purchase to date.


However, I assume that the recovery could continue until the middle of next year. Then I will have to judge whether my assessments were correct.


Further additional purchases in the current market environment include:


$MSFT (+0.08%)

$EW (+1.88%)

$OKTA (+3.79%)

$JEN (+0%)

$V (+1.31%)

$VRTX (+0.47%)

17.10
11 Bit Studios logo
Bought x5 at €63.20
€316.00
9
12 Comments

thanks for sharing, i wonder if you may shed light on:
- okta (I am invested since last Q drop, I am not iper confident in increasing position before Q3, why have you entered now?)
- Jenoptik (I really like them, but cant understand where the drop comes from)

Thanks in advance
1
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don't you think that $VRTX is currently too expensive
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