9Lun·

As already announced in one of my last posts, here is the follow-up purchase of $11B (+0,25 %)


We have now reached a relatively good bottom. Should we fall again towards €55, I would consider buying more. In addition to my own analysis (see my profile), the decisive factor for the purchase at this point in time was that 2 insiders have now struck in the sell-off. The two supervisory board members Piotr Wierzbicki and Marcin Kuciapski have generously dipped into their own pockets. Marcin in particular has been buying steadily over the last few years and has now made his biggest purchase to date.


However, I assume that the recovery could continue until the middle of next year. Then I will have to judge whether my assessments were correct.


Further additional purchases in the current market environment include:


$MSFT (-3,36 %)

$EW (-2,45 %)

$OKTA (-2,42 %)

$JEN (-2,34 %)

$V (-0,9 %)

$VRTX (-2,71 %)

17.10
11 Bit Studios logo
Compró 5 a 63,20 €
316,00 €
9
12 Comentarios

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
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don't you think that $VRTX is currently too expensive
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@Memo0606 No, it won't be much cheaper any time soon
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@Soprano how come you talk so "safe"
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@Memo0606 there's no reason to doubt Vertex I've been with them for €150
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@Soprano i had actually already used up my budget for $LRCX
I'll see if I can find some money😅😀
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@Memo0606 You don't have to do that

And I hope you have informed yourself well at LAM because I don't know what they do better than the others
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@Soprano i thought the rating was clearly better than asml, for example
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@Memo0606
Valuation is not everything.
Have you also considered growth?
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