@Tenbagger2024 the way I would like it to be is too exhausting and would have to do it on the blog. Posting here is extremely poor and I would reach the limit of pictures after one or two shares. If you want to hear a thesis about someone, then I can write it down for you individually, possibly with a few pictures.
My portfolio is currently: (sorted by size)
Core
$MCO $MSCI $SNPS $SPGI $AMZN $HON $ASML $SOFI $EXO $GOOGL $COLO B $NU $DTE $DB1 $HHH $ENX $LIN $UBER $UMG $ORSTED $ICE $ULVR $PG $NOVO B $S $TMO $KSPI $TTD
Trade/bets
$AIXA $FYB $HOOD $AFX $HIMS $EVT

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Tenbagger2024@Tenbagger2024

1Wk

@topicswithhead I think it's a bit of a shame that you are so little active here. And I can't really see the development of your portfolio

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ThemenmitKopf@topicswithhead

1Wk

@Tenbagger2024 I am reading along but everything else is not worthwhile. I'd rather invest the time in my own research. Even AI literature takes time to process, because simply posting it is extremely boring.

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Tenbagger2024@Tenbagger2024

1Wk

@topicswithhead perhaps you will present your depot development and strategy to us anyway

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capital_captain_2693@capital_captain_2693

1Wk

@Tenbagger2024 would be cool too

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Fred@Fred999

1Wk

I have just sold UBER
Up 30% since purchase and now it's all gone again
I shifted to $IREN

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capital_captain_2693@capital_captain_2693

1Wk

Why did you sell Adobe?

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ThemenmitKopf@topicswithhead

1Wk

@capital_captain_2693 had bought it mainly because of the valuation. Now that I am completely convinced that AI will disrupt the industry, I don't know how to value the stock. It doesn't mean that Adobe will die, but there will most likely be margin compression. Adobe will still be able to earn well through the brand, but not like before. In the end, Adobe will simply become a surface and then compete against Figma, Canva, Apple and co. through brand, customer service and co.

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