My biggest mistake was to sell the majority of my Palantir position $PLTR in the summer in order to redeploy the profits. I will be even more disciplined in future and try to touch my positions rarely or as good as not at all.

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Techaktien

@Techaktien

2Wk·

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 (+0.26%)
$GOOG (-2.32%)
$GOOGL (-2.28%)
$SPOT (-3.66%)
#wahl #bundestagswahl
#cdu
#spd
#fdp
#afd
#deutschland
#bundestag
#ampel

open.spotify.comFolge 76: Wahl-Spezial

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13 Comments

Maksym@wealth_architect_177

1Wk

Yesterday on Hart aber Fair... Jan van de Linke has some great sayings in store..... abolish the billionaires.... Abolish combustion engines... Abolish nuclear power plants...let in all asylum seekers :D Where does this guy live? I think if Jan wins the lottery, he'll have more debt afterwards than before and will say let's abolish debt. Even Warah Sagenknecht thought WTF boy...

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The W.

@thewolfofallstreetz

2Wk·

These 7 companies break new records!

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

Amazon $AMZN (-2.39%)

Palantir $PLTR (-3.33%)

Costco $COST (+0.22%)

Netflix $NFLX (-1.73%)

Spotify $SPOT (-3.66%)

Hims & Hers $HIMS (-26.15%)

Duolingo $DUOL

I am in Palantir myself $PLTR (-3.33%) and Hims & Hers $HIMS (-26.15%) 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?

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13 Comments

Homer@Simpson

2Wk

Amazon Netflix and Costco in the savings plan 😊

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Aktien Stammtisch

@Aktien_Stammtisch

2Wk·

SpotifyQ4 2024 EarningsReport Summary

$SPOT (-3.66%)

💼 Performance Overview:

Spotify delivered 16% YoY revenue growth, driven by premium subscriber gains (+11% YoY) and ARPU growth (+5% YoY, or +7% at constant currency). The company achieved its first full year of operating income profitability, with €477M in Q4 operating income (11.2% margin).

📊 Key Financial Metrics (YoY Growth):

▫️ Revenue: €4.24B vs. €3.67B (+16%)

▫️ Net Income: €367M vs. -€70M

▫️ Adj. EPS: €1.76 vs. -€0.36

▫️ Gross Margin: 32.2% vs. 26.7% (+5.5pp)

▫️ Operating Margin: 11.2% vs. -2.0% (+13.2pp)

📍 Segment Breakdown:

▫️ Premium Revenue: €3.71B (+17% YoY)

▫️ Ad-Supported Revenue: €537M (+7% YoY)

▫️ Premium ARPU: €4.85 (+5% YoY, or +7% at constant currency)

💰 Balance Sheet Highlights:

▫️ Total Assets: €12.01B vs. €8.35B

▫️ Cash & Equivalents: €7.45B vs. €4.21B

▫️ Total Debt (Exchangeable Notes): €1.54B vs. €1.20B

📄 Income Statement Highlights:

▫️ Gross Profit: €1.37B (+40% YoY)

▫️ Total Operating Expenses: €891M (-16% YoY)

▫️ Social Charges Impact: €96M, €80M above forecast due to share price appreciation

▫️ Free Cash Flow: €877M (+121% YoY), a record high

📈 Future Outlook (Q1 2025 Guidance):

▫️ Revenue: €4.2B

▫️ Gross Margin: 31.5%

▫️ Premium Subscribers: 265M

▫️ Operating Income: €548M

🔎 Key Takeaway: Spotify's Q4 2024 saw record user growth, premium ARPU expansion, and strong cost control, leading to a historic first full year of profitability.

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3 Comments

Alexxela@Alexxela

2Wk

I bought one share yesterday, another before the figures today and the third after the figures.
That speaks for itself:
- the figures
- European share (reduce USA share)
- USA business still very small

I hope for steady growth and an anchor in turbulent Trump times 😬

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The W.

@thewolfofallstreetz

2Wk·

The 10 most underrated CEOs

Bill McDermott - ServiceNow $NOW

Glenn Fogel - Booking Holdings $BKNG (-5.35%)

Tobias Lütke - Shopify $SHOP (-5.86%)

Daniel Ek - Spotify $SPOT (-3.66%)

George Kurtz - Crowdstrike $CRWD (-6.19%)

Brian Chesky - Airbnb $ABNB (-5.19%)

Mark Miller / Mark Leonard - Constellation Software $CSU (-0.46%)

Calvin McDonald - Lululemon $LULU

Patrick Smith - Axon Enterprise $AXON (-4.57%)

Peter Beck - Rocket Lab $RKLB (-6.21%)

Have I forgotten someone?

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14 Comments

Harald@Madhatter5566

2Wk

Underestimated why? And at what? When playing golf?

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The W.

@thewolfofallstreetz

2Wk·

Bargain hunting through US tariffs soon?

From Monday, we can once again expect volatile stock markets due to the introduction of US tariffs for goods from Canada, Mexico and China.

Which companies are at the top of your on your buy list for a long-term investment if share prices fall in the near future?

For me it is these individual shares: ASML $ASML (-0.72%) , Palantir $PLTR (-3.33%) , Spotify $SPOT (-3.66%) , Airbnb $ABNB (-5.19%) , Constellation Software $CSU (-0.46%) and Axon Enterprise $AXON (-4.57%) .