4Mon·

New purchases in growth and commodities.

First of all, the introduction here drew my attention to $4480 (-0.45%) and then joined yesterday after doing some research.

07.03

448

Medley

Bought at €10.50

5 Comments

sdp_oxigen@sdp_oxigen

4Mon

Medley is definitely an intriguing company given the structural tailwinds in healthcare digitalization in Japan.

That said, a couple of things are worth keeping in mind. The valuation already reflects a significant part of the expected growth, so the company will likely need to keep delivering strong execution for the investment case to play out smoothly. With growth stocks like this, even small disappointments can lead to sharp re-ratings.

Also, the investment thesis relies heavily on future expansion rather than current shareholder returns, since capital is largely reinvested into growth rather than distributed.

None of this invalidates the thesis, but it does mean the position is quite sensitive to expectations and market sentiment around growth.

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Bene@bene87

4Mon

I was invested there a few months ago but then sold at a loss, wish you more success. I no longer buy anything with such strong downward momentum.

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Chris@Multibagger

4Mon

@bene87 I am betting on a turnaround. If not, I will sell again.

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Chris@Multibagger

2Mon

@bene87 It's not a high-flyer so far, but 15% in 7 weeks isn't too bad either. It therefore meets my performance requirements and will remain in the portfolio for the time being.

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Bene@bene87

2Mon

@Multibagger You definitely timed it better than I did, good luck!

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