thanks for sharing, i wonder if you may shed light on:
- okta (I am invested since last Q drop, I am not iper confident in increasing position before Q3, why have you entered now?)
- Jenoptik (I really like them, but cant understand where the drop comes from)

Thanks in advance
1
Imagen de perfil
@walth98 - I did not enter Okta I am invested since November 2022 and just doubled my position (+100%). Why? Because the last Q drop was an exaggeration and I am confident in their ability to grow
- I bought Jenoptik without even looking up the news this time (+25% of my former position). As a long term investor in JEN I became accustomed by the stock going up or down just based on assumptions long time ago. This time the stock fell because JEN is partnered with $ASML and since ASML dropped JEN dropped with them.
1
@Soprano thank you, i got in Jen for small position after a weekend look into it - but i am not sure of long term potential
Imagen de perfil
@walth98 Why not? They are a technological leader in their field
1