3Mon·

As already announced in one of my last posts, here is the follow-up purchase of $11B (+0%)


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 (+3.14%)

$EW (-1.16%)

$OKTA (+0.28%)

$JEN (+0.32%)

$V (-0.1%)

$VRTX (+0.26%)

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
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@walth98 - I did not enter Okta I am invested since November 2022 and just doubled my position (+100%). Why? Because the last Q drop was an exaggeration and I am confident in their ability to grow
- I bought Jenoptik without even looking up the news this time (+25% of my former position). As a long term investor in JEN I became accustomed by the stock going up or down just based on assumptions long time ago. This time the stock fell because JEN is partnered with $ASML and since ASML dropped JEN dropped with them.
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@Soprano thank you, i got in Jen for small position after a weekend look into it - but i am not sure of long term potential
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@walth98 Why not? They are a technological leader in their field
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don't you think that $VRTX is currently too expensive
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@Memo0606 No, it won't be much cheaper any time soon
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@Soprano how come you talk so "safe"
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@Memo0606 there's no reason to doubt Vertex I've been with them for €150
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@Soprano i had actually already used up my budget for $LRCX
I'll see if I can find some money😅😀
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@Memo0606 You don't have to do that

And I hope you have informed yourself well at LAM because I don't know what they do better than the others
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@Soprano i thought the rating was clearly better than asml, for example
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@Memo0606
Valuation is not everything.
Have you also considered growth?
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