1Mon·

After some back and forth, I have parted with $TISG (+0.6%) . In my view, the sinking of one of the yachts and especially the management in the aftermath of the accident created new risks that I didn't want to take. Instead, I opened a position with $REC (+1.86%) which I have been flirting with for some time. It's a much more defensive investment, but I don't think that's wrong in this market phase. The company's latest reports read like 1a, and I think the recent price setback is a good opportunity. In the long term, I think pharma is a solid investment anyway.

25.09
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Bought x18 at €49.90
€898.20
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strong purchase
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How high is your actual Dolce Vita 🤌🏽 share in the portfolio?
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The sinking of the yatch was due to very bad management by the crew, nothing to do with the yatch itself. It is like you crash your car because you were distracted and then you point Toyota as guilty.
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