3Mon·

Yesterday evening two more stocks were added to the portfolio. New additions see below; addition: $ASML (-0.72%) Position doubled.

Too $MSCI (+1.13%) thanks and @topicswithhead for the great analysis!

01.11

MSCI

Bought x40 at €531.80

€21,272.00

15 Comments

DünnParkettBohrer@user88b8e3cfdd1c4e20

3Mon

Hope that $ASML will now see a slight recovery

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Meister L.@Lumimyrsky

3Mon

@user88b8e3cfdd1c4e20 with a strong year-end rally yes. Otherwise I don't see a stronger recovery

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ThemenmitKopf@topicswithhead

3Mon

Try to make the texts better but I'm glad if you liked it. MSCI is definitely a nice stock and as long as the management doesn't mess up it will most likely outperform the market. Good FCF good leverage and good capital efficiencies just a bit high debt

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news03@user03

3Mon

@topicswithhead do you have anything on ASML?

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ThemenmitKopf@topicswithhead

3Mon

You can simply look at the outline on my profile. The quarterly figures are in the timeline, but it will take a few minutes to find them, so the outline is the easiest part

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Marto@Maddy-0

3Mon

@topicswithhead but has been going sideways for ages. Do you think there is still so much potential? According to the chart, you could also wait until it falls again

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MR.Bean@Bizzle

3Mon

How does it feel to invest such a sum? 🫠 My biggest purchase was at 4K, up to 1.5k it still feels normal, but everything above that feels a bit "weird".

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John@Transporter

3Mon

@Bizzle It's all relative. If you have a portfolio of 500k, then 20k is nothing more than 1.5k for a portfolio of 35k.

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Sina@lawinvest

3Mon

@Bizzle what @Transporter says...

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news03@user03

3Mon

ASML is also thinking more and more about it, but would have to throw out a position to do so

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Felix@Investor_in_Jogginghose

3Mon

MSCI always ends up in my filters when I'm looking for the best stocks in terms of earnings and sales growth, but I've never taken a close look at it.

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