Let’s be real: finding quality companies at a fair price right now is a goddamn nightmare. Everything feels overpriced, and I’m not willing to sacrifice my margin of safety just because of the hype.
I’m sitting on cash and being patient. I know what I want, I’m just waiting for the market to give me a better entry point. These are the fortresses on my Watchlist:
Expanding current positions: $GOOGL, (-0,77 %)
$META (+0,76 %) .
New targets: $AMZN (-0,95 %) , $MEDP (-2,09 %) , $ASML (-0,33 %) , $AIR (-4,14 %) (Airbus), $RMS (-1,55 %) (Hermès) and the Greek gem $KRI.AT (Kri Kri Milk).
What about you? Which companies are you stalking right now?
