6D·

What do you think of the company?

$MUM (-0,2 %) very interesting at first glance. A company with 3.8% dividends and very strong dividend growth in the technology sector...

In the last financial year, the values deteriorated... starting with sales.

9 Comentarios

Tenbagger2024@Tenbagger2024

I really like the company because the founder is still on board. But at the moment there is also uncertainty here due to AI. And whether AI can jeopardize the business model. Although I believe that M+M is bringing AI to the industry

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Solitair@Solitair

@Tenbagger2024 At first I thought, why should a sparkling wine brand be threatened by AI? 😂

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Tenbagger2024@Tenbagger2024

@Solitair who can know that

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Tenbagger2024@Tenbagger2024

@Tenbagger2024 @Get_Rich_or_Die_Tryin Hello my dear. Would you get out of Palo Alto? Uncertainty due to AI, chart-wise at an important support level. I don't think the valuation for growth is that great either. What do you think?

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

@Tenbagger2024 The problem with Palo Alto from my point of view is that the valuation is actually always high due to its market position. In relation to the current growth prospects, however, the ratio has actually become somewhat unfavorable in my view. I don't like the chart either 😅 If such support levels are broken, there's plenty of room to the downside. And with all the AI madness at the moment, that would be too tricky for me personally in chart terms. And as we have seen at $INTU: even partnerships or collaborations with Anthropic (which, admittedly, I currently trust the most based on the insights provided so far) are providing a big short-term push, but the market is obviously still not really clear on the whole issue.🤷🏼‍♂️

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Tenbagger2024@Tenbagger2024

@Get_Rich_or_Die_Tryin and with such an AI uncertainty, the values with the high rating are thrown out first. Because there is no longer any justification for it. I think there are stocks with more potential at the moment. I am slightly in the red. And I have no desire to slip even further into the red. And having a little in the loss pot can't do any harm either

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

@Tenbagger2024 I totally understand your approach and would probably handle it in a similar way.👍🏻

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Mau@ProMau

Deine $MUM 😂

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Mau@ProMau

@ProMau sorry

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