8H·

Timing is right 🕰️ (exceptionally)

McZed · 2025-01-22T11:42:00.870535Z

Seit längerer Zeit ist $9984 aus mehreren Gründen auf meiner Watchlist: Faire Bewertung 🤝 Japan im PF unterrepräsentiert 🇯🇵 Kommunikationssektor im PF unterrepräsentiert ☎️ Der erste Streich ist mir ausnahmsweise mal mit gutem Markettiming gelungen. Der Betrag soll mit der Zeit über Sparpläne anwachsen. In den nächsten Jahren gibt es für das Unternehmen viel zu holen 💯 Unsicher bin ich mir hinsichtlich einer Weiterverfolgung von $8058, die ich ebenfalls als sehr fair bewertet ansehe…

For some time now $9984 (+11.46%) on my watchlist for several reasons:

Fair valuation 🤝
Japan underrepresented in PF 🇯🇵
Communications sector underrepresented in PF ☎️

For once, I managed the first strike with good market timing. The amount should grow over time via savings plans. There is a lot to gain for the company in the next few years 💯

I am unsure about following up on $8058 (-0.17%)which I also consider to be very fairly valued...

21.01

SoftBank Group

Bought at €59.21

3 Comments

PikaPika0105@PikaPika0105

Very good 👍🏼 SoftBank is a really underestimated player in AI. They will be one of the most important companies in this area in the future. The last few months and especially yesterday reinforce this assumption.

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S.A.U.@SAUgut77

@PikaPika0105 unfortunately missed the entry some time ago 🫣

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PikaPika0105@PikaPika0105

@SAUgut77 had opened a position at €40 in 2023, but then there was little news and it always went sideways and then I got bored. Today I think to myself that if I hadn't sold, my average price would be a little lower now. Well, in the long term, I think this is just the beginning. The year 2029 will be interesting because Trump's term of office will then be over and all investment projects should be completed. Geopolitically, the whole thing will also be interesting....

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