Subscribe to the podcast to prevent taxes from rising.

00:00:00 Trade Desk, AppLovin, Alphabet

00:28:00 Palantir

00:42:00 Nvidia & AMD

01:14:00 Government bonds & money market funds

01:27:00 Our subscribers

01:30:00 Tax hikes for shareholders and Bitcoiners

Spotify

https://open.spotify.com/episode/1Q9iyGDYGG7J30nAfjaJje?si=-RpmNLbsR3uNSOk4F9mnNQ

YouTube

https://youtu.be/gq6dpExSnAM

Apple Podcast

https://podcasts.apple.com/us/podcast/82-steuererh%C3%B6hungen-nvidia-alphabet-trade-desk-applovin/id1695869891?i=1000701165239

$TTD (-3.73%)

$APP (+1.04%)

$GOOG (-5.69%)
$GOOGL (-5.58%)

$NVDA (-2.82%)

$AMD (-4.24%)

#podcast

$SPOT (-4.27%)

$AAPL (-3.43%)

Revenue Forward 3Y CAGR and Forward P/S Ratio (sorted in ascending order)

Hims & Hers: 31.9% / 3.4x $HIMS (-9.32%)

Spotify: 14.9% / 5.6x $SPOT (-4.27%)

Airbnb: 10.4% / 6.8x $ABNB (-4.7%)

Roblox: 19.4% / 7.3x $RBLX

Robinhood: 17.0% / 10.6x $HOOD (-6.43%)

The Trade Desk: 19,4% / 11,1x $TTD (-3.73%)

Fortinet: 14.4% / 11.5x $FTNT (-3.86%)

Shopify: 22.6% / 11.9x $SHOP (-5.82%)

Palo Alto Networks: 14.7% / 12.2x $PANW (-1.91%)

ServiceNow: 19.5% / 13.4x $NOW

Duolingo: 26.7% / 13.7x $DUOL

Axon Enterprise: 20.9% / 15.5x $AXON (-4.08%)

Crowdstrike: 22.5% / 17.2x $CRWD (-3.55%)

Cloudflare: 27.2% / 20.9x $NET (-4.73%)

Palantir: 30.8% / 52.6 $PLTR (-5.48%)

Palantir and Hims & Hers are not the same...

Even if Palantir increases its sales by an ambitious 30% every year over the next 10 years and achieves a free cash flow margin of 45% (!), the current share price is still >20% above fair value (assumption: 3% terminal growth, 8% discount rate) - even though the share has already corrected by >30%.

Your opinion?

Subscribe to the podcast to help Starlink and SpaceX go public.

00:00:00 Trade war, tariffs, market environment

00:13:54 Bitcoin, Coinbase, strategy, Robinhood

00:39:50 PayPal

01:02:00 Nvidia

01:21:00 Tesla

01:44:00 SpaceX & Starlink

01:56:40 Hamburg election

Spotify

https://open.spotify.com/episode/30gKZLHAwjWDahoz8DARYM?si=mZ2T4jUPQkOPdwfm_HVAvw

YouTube

https://youtu.be/wioV-LvXgKc

Apple Podcast

https://podcasts.apple.com/us/podcast/80-nvidia-paypal-tesla-spacex-starlink-bitcoin-strategy/id1695869891?i=1000697908309

$NVDA (-2.82%)
$TSLA (-5.06%)
$BTC (-0.77%)
$SOL (+0.17%)
$ETH (+0.02%)
$XRP (-1.93%)
$ADA (-1.18%)
$COIN (-8.24%)
$MSTR (-11.11%)
$HOOD (-6.43%)
$PYPL (-6.36%)
#starlink
#spacex
#nasdaq
$AAPL (-3.43%)
$SPOT (-4.27%)
$GOOGL (-5.58%)
$GOOG (-5.69%)

Podcast episode 78: "Buy High. Sell Low."

Subscribe to the podcast to help Münzi rise to 400$.

00:00:00 Market overview

00:12:40 Palo Alto Networks $PANW (-1.91%)
$CRWD (-3.55%)

00:29:00 Nebius Group $NBIS (-12.02%)$TEM

00:52:00 Coinbase & Bitcoin $COIN (-8.24%)
$BTC (-0.77%)

01:17:00 Election programs: The Left, BSW, Volt

Spotify $SPOT (-4.27%)

https://open.spotify.com/episode/5u7nL29RbT9cZrVDZ9ATv0?si=0gSaCyjvTBKwHvkcFkVFlw

YouTube $GOOGL (-5.58%)
$GOOG (-5.69%)

https://youtu.be/Y0dcaNwLfW8

Apple Podcast $AAPL (-3.43%)

https://podcasts.apple.com/us/podcast/folge-78-coinbase-palo-alto-nebius-wahlprogramme/id1695869891?i=1000693370783

#podcast
#bitcoin
#coinbase
#krypto
#spotify

The following shares reached a new 52-week high in the course of yesterday:

Meta $META (-5.26%)

Netflix $NFLX (-5.37%)

Costco $COST (-1.92%)

Walmart $WMT (-1.46%)

Crowdstrike $CRWD (-3.55%) (forgot what happened in the summer)

Spotify $SPOT (-4.27%)

Hims & Hers $HIMS (-9.32%) (now the best stock YTD)

Duolingo $DUOL

Hilton $HLT (-3.7%)

Interactive Brokers $IBKR (-3.02%)

Moody's $MCO (-0%)

Sharkninja $SN

Congratulations to all investors and Happy Weekend!

My best Investment decisions in 2024:

• Purchase of Tesla $TSLA (-5.06%) at 146€ (today: 357€)
• Purchase of Hims & Hers $HIMS (-9.32%) at €14 (today: €42)
• Purchase of Palantir $PLTR (-5.48%) at 20€ (today: 110€)

My worst investment decisions in 2024:

• Complete sale of Amazon $AMZN (-4.95%) at 154€ (today: 221€)
• Complete sale of Meta $META (-5.26%) at €480 (today: €690)
• Complete sale of Spotify $SPOT (-4.27%) at 300€ (today: 609€)
• Complete sale of Lululemon $LULU at 249€ (today: 392€)
• Complete sale of Airbnb $ABNB (-4.7%) at 106€ (today: 131€)

My lesson: Let your winners run and possibly trim 10-20% if the valuation temporarily gets out of control compared to the long-term potential.

What did you learn from 2024?

Podcast episode 76 "Buy High. Sell Low.": Election Special

Subscribe to the podcast to stop deindustrialization.

Spotify

https://open.spotify.com/episode/7gPPOx9NQ3oly5RJedxpBm?si=hw9v6sxfTxmlfl6dUOaDAw

YouTube

https://youtu.be/JM5NmEKMkHg

Apple Podcast

https://podcasts.apple.com/us/podcast/folge-76-wahl-spezial/id1695869891?i=1000689907222

#podcast
#spotify
$AAPL (-3.43%)
$GOOG (-5.69%)
$GOOGL (-5.58%)
$SPOT (-4.27%)
#wahl#bundestagswahl
#cdu
#spd
#fdp
#afd
#deutschland
#bundestag
#ampel

Yesterday, the following companies, among others, reached new all-time highs during the course of the day:

Amazon $AMZN (-4.95%)

Palantir $PLTR (-5.48%)

Costco $COST (-1.92%)

Netflix $NFLX (-5.37%)

Spotify $SPOT (-4.27%)

Hims & Hers $HIMS (-9.32%)

Duolingo $DUOL

I am in Palantir myself $PLTR (-5.48%) and Hims & Hers $HIMS (-9.32%) both of which have more than quadrupled and doubled in value for me in the last year.

Do you have any of these stocks in your portfolio or are you following them? Which do you think has the greatest potential for the next few years?

Bill McDermott - ServiceNow $NOW

Glenn Fogel - Booking Holdings $BKNG (-3.23%)

Tobias Lütke - Shopify $SHOP (-5.82%)

Daniel Ek - Spotify $SPOT (-4.27%)

George Kurtz - Crowdstrike $CRWD (-3.55%)

Brian Chesky - Airbnb $ABNB (-4.7%)

Mark Miller / Mark Leonard - Constellation Software $CSU (-2.07%)

Calvin McDonald - Lululemon $LULU

Patrick Smith - Axon Enterprise $AXON (-4.08%)

Peter Beck - Rocket Lab $RKLB (-7.85%)

Have I forgotten someone?