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 (-3,05 %)
$CRWD (-6,19 %)

00:29:00 Nebius Group $NBIS (-13,18 %)$TEM

00:52:00 Coinbase & Bitcoin $COIN (-7,3 %)
$BTC (+0,69 %)

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

Spotify $SPOT (-3,66 %)

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

YouTube $GOOGL (-2,28 %)
$GOOG (-2,32 %)

https://youtu.be/Y0dcaNwLfW8

Apple Podcast $AAPL (+0,26 %)

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 (-1,11 %)

Netflix $NFLX (-1,73 %)

Costco $COST (+0,22 %)

Walmart $WMT (-2,31 %)

Crowdstrike $CRWD (-6,19 %) (forgot what happened in the summer)

Spotify $SPOT (-3,66 %)

Hims & Hers $HIMS (-26,15 %) (now the best stock YTD)

Duolingo $DUOL

Hilton $HLT (-2,82 %)

Interactive Brokers $IBKR (-2,25 %)

Moody's $MCO (-0 %)

Sharkninja $SN

Congratulations to all investors and Happy Weekend!

My best Investment decisions in 2024:

• Purchase of Tesla $TSLA (-4,32 %) at 146€ (today: 357€)
• Purchase of Hims & Hers $HIMS (-26,15 %) at €14 (today: €42)
• Purchase of Palantir $PLTR (-3,33 %) at 20€ (today: 110€)

My worst investment decisions in 2024:

• Complete sale of Amazon $AMZN (-2,39 %) at 154€ (today: 221€)
• Complete sale of Meta $META (-1,11 %) at €480 (today: €690)
• Complete sale of Spotify $SPOT (-3,66 %) at 300€ (today: 609€)
• Complete sale of Lululemon $LULU at 249€ (today: 392€)
• Complete sale of Airbnb $ABNB (-5,19 %) 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 (+0,26 %)
$GOOG (-2,32 %)
$GOOGL (-2,28 %)
$SPOT (-3,66 %)
#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 (-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?

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?

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 %) .

And these ETFs: LS FAANG+ ETP $FAN1 , Nasdaq 100 $CSNDX (-1,63 %) and S&P 500 $CSPX (-1,14 %) .

I will be paying particular attention to the following companies next week when they publish their quarterly figures:

Palantir $PLTR (-3,33 %)

Spotify $SPOT (-3,66 %)

Chipotle $CMG (-2,73 %)

Alphabet $GOOGL (-2,28 %)

Fair Isaac $FICO (-1,51 %)

AMD $AMD (-2,29 %)

Novo Nordisk $NOVO B (+5,32 %)

Roblox $RBLX

Hilton $HLT (-2,82 %)

Amazon $AMZN (-2,39 %)

Do you also take a closer look here or do you have other companies in mind?

The following companies reached new all-time highs yesterday:

Amazon $AMZN (-2,39 %)

Meta (formerly Facebook) $META (-1,11 %)

Mastercard $MA (-0,3 %)

Visa $V (-0,16 %)

Crowdstrike $CRWD (-6,19 %)

Raytheon $RTX (-2,14 %)

Deere $DE (-2,08 %)

Spotify $SPOT (-3,66 %)

ServiceNow $NOW

On Holding $ONON

Congratulations to all who are invested!

Which of these shares do you have in your portfolio and do you enjoy? Or are you invested in these companies via ETF?