7Lun·

Painful loss realization after the

debacle at Super Micro Computer.

I was actually super optimistic about the

company, but given the serious allegations and difficulties with the auditors, I'd rather say goodbye to the position.

Turn-around bets don't really fit my strategy and the strong growth will be difficult to continue due to the loss of trust from investors, lenders, customers and suppliers.

Now I can only hope that they don't introduce a new auditor tomorrow and clear all the accusations out of the way😂

12.11
Super Micro Computer logo
Vendido x250 en 21,16 €
5289,33 €
74,94 %
13
10 Comentarios

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I'm still sitting on the burning ship and trying to put it out with a glass of water!🥛🛳🔥
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@DividendenEinhorn I wish you every success!
Nevertheless, I can only advise you to question whether your original investment thesis is still intact.
For me, the thesis was strong growth. As I myself would not enter into a business relationship as a new customer or grant further loans on favorable terms as a bank, I believe that growth has slowed down considerably.
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@DividendenEinhorn dito. 💥🚀🙏🏽
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Sm is the new wireguard ... it's going to be dramatic
I went in for an extra stop and got away well with wire, I lost 90% back then! Still a trauma today... :-/
But sm's products are very, very good, I sell them myself and use them!
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What happened to your 500K portfolio? I briefly stalked your profile 😅
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@GGHyperX What is supposed to have happened there? Did Super Micro reduce the amount by 15k, which was then offset by other things😅 or what do you mean?
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@Daxdaniel he means because you only have one cash position left.
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@Tobi60 when you click on my profile, it only shows a cash position and no more shares? I haven't actually entered any cash position and haven't sold anything apart from SMCI, that must be a technical error😅
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Ouch that would now be €14,060 😱
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