I joined another broker $HOOD (+1.71%) entered due to the stock market trading. The vola should allow profits to rise, at the same time the valuation has now fallen so much that I believe it is a fair entry point. The introduction to the bank also came at a good time. What do the usual representatives think? The valuation is like Schwab, despite more agility. At the same time, the profits are coming from very risky areas.
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83Time to buy: My top 30 companies that I am particularly looking at in the current crash
It is now slowly becoming clear who has what it takes to make good profits in the coming years.
Here are my top 30 companies by category, which I am particularly looking at in the current crash.
Some are still overvalued, others are already very attractive at the current price level.
Tier 1 (high corporate quality and strong growth)
Airbnb $ABNB (+1.41%)
Alphabet $GOOGL (-1.34%)
Amazon $AMZN (-0.36%)
ASML $ASML (+0.02%)
Axon $AXON (-2.03%)
Cadence $CDNS (+0.52%)
Constellation Software $CSU (-0.67%)
Crowdstrike $CRWD (-0.45%)
Fair Isaac $FICO (+0.61%)
Hermes $RMS (-2.4%)
Intuit $INTU (+0.36%)
Intuitive Surgical $ISRG (+0.69%)
Mastercard $MA (+1.7%)
Meta $META (+0.27%)
Netflix $NFLX (+3.89%)
Microsoft $MSFT (-0.72%)
Palantir $PLTR (+2.14%)
Tesla $TSLA (+0.65%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+0.85%)
Costco $COST (+2.66%)
Ferrari $RACE (+1.57%)
Moody's $MCO (-0.03%)
MSCI $MSCI (+0.94%)
Transdigm $TDG (+0.23%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (+1.78%)
Robinhood $HOOD (+1.71%)
Roblox $RBLX
Shopify $SHOP (+0.64%)
Spotify $SPOT (+3.13%)
The Trade Desk $TTD (+3.78%)
I bought on Friday and am buying again today - even in the course of the next few days and weeks, when we could probably see even lower prices.
Where are you buying?
Possible beneficiary of Trump's action: Robinhood?
My thesis: Robinhood could be a beneficiary of the current market environment. The recent developments surrounding Donald Trump are likely to have increased the interest of many investors to trade actively on the stock market. In such politically heated phases, there is often increased volatility, which attracts traders and can lead to an increase in trading activity. Private investors in particular, who trade via platforms such as Robinhood, could now be buying and selling more shares - whether out of political conviction, for hedging or for speculation.
What do you think? Invest in Robinhood now or not?
Q1 PORTFOLIO UPDATE
Natan YTD: +9.1%
S&P500 YTD: -4.6%
My positions: $PDD (+2.1%)
$BABA (+2.02%)
$TMDX (+4.49%)
$META (+0.27%)
$HOOD (+1.71%)
$PYPL (+1.65%)
$MRNA (-1.95%)
$BTO (-0.77%)
$EW (+0.85%)
$AMD (-0.25%)
ALLOCATION BY COUNTRY:
🇺🇸 US: 50%
🇨🇳 China: 42%
🇨🇦 Canada: 6%
🇨🇭 Switzerland: 2%
What do you think about my portfolio?

Not the same: Forward P/S ratio of 16 selected tech growth stocks
Revenue Forward 3Y CAGR and Forward P/S Ratio (sorted in ascending order)
Hims & Hers: 31.9% / 3.4x $HIMS (+1.78%)
Spotify: 14.9% / 5.6x $SPOT (+3.13%)
Airbnb: 10.4% / 6.8x $ABNB (+1.41%)
Roblox: 19.4% / 7.3x $RBLX
Robinhood: 17.0% / 10.6x $HOOD (+1.71%)
The Trade Desk: 19,4% / 11,1x $TTD (+3.78%)
Fortinet: 14.4% / 11.5x $FTNT (+0.86%)
Shopify: 22.6% / 11.9x $SHOP (+0.64%)
Palo Alto Networks: 14.7% / 12.2x $PANW (-0.45%)
ServiceNow: 19.5% / 13.4x $NOW
Duolingo: 26.7% / 13.7x $DUOL
Axon Enterprise: 20.9% / 15.5x $AXON (-2.03%)
Crowdstrike: 22.5% / 17.2x $CRWD (-0.45%)
Cloudflare: 27.2% / 20.9x $NET (-1.17%)
Palantir: 30.8% / 52.6 $PLTR (+2.14%)
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?
The only list you need: The top 24 companies I look out for in the correction process
Airbnb $ABNB (+1.41%)
Amazon $AMZN (-0.36%)
Axon $AXON (-2.03%)
Cadence $CDNS (+0.52%)
Constellation Software $CSU (-0.67%)
Costco $COST (+2.66%)
Crowdstrike $CRWD (-0.45%)
Fair Isaac $FICO (+0.61%)
Ferrari $RACE (+1.57%)
Hermes $RMS (-2.4%)
Hims & Hers $HIMS (+1.78%)
Intuit $INTU (+0.36%)
Intuitive Surgical $ISRG (+0.69%)
Mastercard $MA (+1.7%)
Microsoft $MSFT (-0.72%)
Moody's $MCO (-0%)
MSCI $MSCI (+0.94%)
Palantir $PLTR (+2.14%)
Robinhood $HOOD (+1.71%)
Roblox $RBLX
Shopify $SHOP (+0.64%)
Tesla $TSLA (+0.65%)
The Trade Desk $TTD (+3.78%)
Transdigm $TDG (+0.23%)
Select a maximum of 8-10 positions from this list that have the best risk/reward ratio and are reasonably valued. Then there is a good chance of outperforming the S&P 500.
Your opinion?
China's tariff measures against Canada | Robinhood share under pressure | TRATON with gloomy business outlook
China's tariff measures against Canada
China strikes back! The Middle Kingdom has reacted with a bang to the punitive tariffs imposed by Canada on Chinese electric cars, including the popular models from BYD $BYD (-3.75%). From March 20, things will get serious: tariffs of a whopping 100 percent on Canadian rapeseed oil and peas are on the cards. Fishery products and pork will also face 25 percent tariffs. These measures are not just a move, but a direct response to Canada's decision in October to introduce punitive tariffs on Chinese electric vehicles, steel and aluminum. Beijing believes that Canada's actions violate its foreign trade law, which makes the introduction of tariffs appear justified.
The Canadian government argued that Chinese companies are keeping their prices artificially low through state subsidies. The USA and the EU have already taken similar steps against Chinese exports. In Hong Kong trading, BYD shares fell by 1 percent to HKD 49.45, showing that the markets are keeping a close eye on the situation.
Robinhood shares under pressure
The Robinhood $HOOD (+1.71%)-shares are struggling. Regulatory problems and a weak stock market environment are weighing heavily on the US online broker. A dispute with the US securities regulator FINRA is costing Robinhood almost 30 million US dollars. The regulator has identified numerous violations at Robinhood Securities and Robinhood Financial, many of which date back years. At issue are anti-money laundering deficiencies and inadequate disclosure. Although Robinhood agrees to pay 29.75 million US dollars without admitting the allegations, the pressure is reflected in the share price, which temporarily fell by 14.38 percent to 38.03 US dollars. In addition, the weak Bitcoin price is putting further pressure on the share price, as Robinhood is also active in the cryptocurrency market.
TRATON with a gloomy business outlook
The TRATON $TRA-share has taken a knock. Following a gloomy forecast from the company, which points to a weaker global economy, the share price plummeted. Despite impressive margin growth last year, TRATON has gloomy premonitions for the future. The share plummeted by almost eight percent after the start of trading and settled at 36.30 euros at midday, a drop of 5 percent. TRATON expects a turnover development of between minus 5 and plus 5 percent and an operating margin of 7.5 to 8.5 percent in the new year. Analysts remain cautious, as market expectations are at the upper end of the forecast range. Even the positive development in the fourth quarter cannot compensate for the uncertainty surrounding future demand.
Sources:
The S&P 500 inclusions are being announced Friday:
Potential candidates to be added:
$TTD (+3.78%) The Trade Desk
$HOOD (+1.71%) Robinhood
$COIN (+2.41%) Coinbase
$APP (+4.37%) Applovin
Potential candidates to be removed:
$WBA (+1.16%) Walgreens
$INTC (-0.72%) Intel
"Buy high. Sell Low." Podcast #80 Nvidia, PayPal, Tesla, SpaceX, Starlink, Bitcoin, Strategy, Coinbase, Robinhood
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
Apple Podcast
$NVDA (-1.35%)
$TSLA (+0.65%)
$BTC (-0.67%)
$SOL (-0.74%)
$ETH (-0.03%)
$XRP (-0.17%)
$ADA (-1.27%)
$COIN (+2.41%)
$MSTR (+2.98%)
$HOOD (+1.71%)
$PYPL (+1.65%)
#starlink
#spacex
#nasdaq
$AAPL (+1.76%)
$SPOT (+3.13%)
$GOOGL (-1.34%)
$GOOG (-1.33%)
Podcast episode 79 "Buy High. Sell Low."
Subscribe to the podcast so that the FRG does not become a GDR.
00:00:00 Nu Holdings $NU (+2.52%)
00:20:00 BAT $BATS (+0.84%)
00:33:00 Nebius $NBIS (+2.71%)
00:52:00 Robinhood Markets $HOOD (+1.71%)
01:10:00 Election result federal election #podcast potify
https://open.spotify.com/episode/1ByLftnODC5seFk3V03Bov?si=d0czuvD2S6qWIziWnh8LAg
YouTube
https://www.youtube.com/watch?v=JDqKSdG7bvQ
Apple Podcast