Let’s be real: finding quality companies at a fair price right now is a goddamn nightmare. Everything feels overpriced, and I’m not willing to sacrifice my margin of safety just because of the hype.
I’m sitting on cash and being patient. I know what I want, I’m just waiting for the market to give me a better entry point. These are the fortresses on my Watchlist:
Expanding current positions: $GOOGL, (+0.04%)
$META (+0.42%) .
New targets: $AMZN (-0.64%) , $MEDP (-1.48%) , $ASML (-0.97%) , $AIR (-3.7%) (Airbus), $RMS (-1.47%) (Hermès) and the Greek gem $KRI.AT (Kri Kri Milk).
What about you? Which companies are you stalking right now?
