Thanks, always exciting. I had Micron and also aixtron in my portfolio when nobody wanted the shares. It's nice to see how the PEG is getting smaller and smaller. But let me tell you, the stock market is pricing in the future. I had to wait a long time for investors to rediscover both shares. Micron could even become a non-cyclical. But at the moment I have the impression that a cyclical picture is creeping into the charts of some of our very popular moat stocks. Perhaps an exciting topic for a change.
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@Tenbagger2024 Congratulations on the timing, e.g. with Micron! You have to sit it out while everyone else looks the other way. The fact that the stock market always prices in everything is apparently not always correct! Sometimes the market needs someone to turn on the lights. Your thought about the popular quality stocks that suddenly seem cyclical is spot on. Maybe some of them are crumbling?
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•@schlimmschlimm Hello my dear. Yes, just the values where the moat seems to be cracking. A good example here would be $CSU, $FICO where AI causes the cracks. But with values like $CTAS or $UFPT I can't quite understand the long correction. I also sit it out with these values. With Micron, I have always seen the great valuation compared to the growth rates. And I asked myself what you see here that investors don't see. And now I know that everything is still fine with my eyes. Diving for pearls means recognizing good fundamental key figures early on.
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•@schlimmschlimm @Aktienhauptmeister Many people may be a little annoyed by my many company presentations. But they often mean the same thing as with micron. A company with good fundamental figures, still ahead of the masses.
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@Tenbagger2024 You know my opinion, my dear. I'm certainly not annoyed. You can't have enough of companies that you don't really have on your radar. There's definitely something for everyone - you just have to "sort out" what makes the most sense for your portfolio and what doesn't. But that doesn't mean that your company ideas are bad.
On the contrary, I'm grateful that you go on the hunt for us to find and present undiscovered gems🫶
On the contrary, I'm grateful that you go on the hunt for us to find and present undiscovered gems🫶
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•@Aktienhauptmeister I have nothing to add to that. That's exactly how you should see it. We can be glad that we become aware of such companies through the high quality search by the dear @Tenbagger2024. Everyone has to decide for themselves what to do with it. Ignore it or edit it and put it on the WL. And one thing has to be said, many of them have been high-quality hits so far.
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•@Tenbagger2024 That's the right attitude and it also somehow proves that you're not so wrong. If the fundamentals are right, waiting is really just a question of discipline - even if it sometimes feels like an eternity. With $CSU and $FICO, the AI debate is actually tipping the scales, but there are other examples too: Is it just a brief scare or is the moat really crumbling? It is often the case that the market simply lets the air out after extreme runs without much changing operationally. Sitting it out is often the best strategy as long as the figures don't show any cracks. Your Micron case proves you absolutely right in retrospect! Just to name one ;-) The selection of companies you present is already very large and that means a lot of work for anyone who wants to know where to invest next. Nevertheless, after an initial pre-selection, I always look at them, sometimes more intensively, sometimes less, depending on whether I understand the investment or not. Personally, I like your knack, your instinct, your strategy for evaluating a company. Call it what you like, you're doing something right ;-) You should think carefully about what you can learn from it.
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•@schlimmschlimm I'm really pleased about that. Someone once wrote here that he or she would see a platform here that would be the private platform of a small group. Unfortunately, I notice that again and again, and one small group has grown particularly close to my heart. Somehow it's usually always the same users who like and make great comments. Or even start a discussion with comments. But somehow I also think it's a shame not to be able to take more people with me. It's such a great journey that we've embarked on here. And our train is long and we still have plenty of seats available. Anyone is welcome to join us
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•@schlimmschlimm Many people cannot withstand these often very long consolidations. But they are always surprised not to have a multi or ten bagger in their portfolio.
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•@Tenbagger2024 Well, as I said, I really appreciate being able to draw on the knowledge of some people here, presumably the same people you mean. It helps me. But it's like it always is, you can have the best team, there are always people who have to cross the line and torpedo it. I'd like to sit at a table with some of the people who disrespectfully let it all hang out here in the anonymity of the internet. The discussion culture of some people is disgusting. Fortunately, the positive aspects outweigh the negative :-)
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•@Tenbagger2024 Laugh...we recently had this topic with AMD. Sold at 120%. But I just had to take some profits now, it was already a very high 4-digit amount.
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