1Yr·

What do you think about $APPS (-1.02%) ? Very cyclical, has been punished a lot and rightly so, but do you think a tour turnaround is possible?

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Müll
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I'm definitely staying in here. Despite the weakness over the last few years, average growth is still so high that they can almost afford the slump in sales. It's still a difficult sector at the moment, but there will be better times again. The company is no longer particularly expensive.
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Hype share from the Corona era. I don't see any investment there. First quarter -24% in sales. No signs of improvement. If I want to invest in the "advertising market", then only $GOOGL comes into question for me.
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Phew, hard to say, a turnaround is of course always possible, or just not, I do not currently see as an investment, honestly not in perspective either. Do you? And if so, why?
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