I also listened to the episode - the fact that it was also about Servicenow and AppLovin somehow passed me by 🧐 Frank Fischer doesn't even have those two in his portfolio at the moment: https://www.shareholdervalue.de/frankfurter-fonds/frankfurter-ucits-etf-modern-value
I actually found Ashtead $AHT, Diploma $DPLM and Interpump $IP worth a second look after the presentations - I've put all three on my watchlist.
I actually found Ashtead $AHT, Diploma $DPLM and Interpump $IP worth a second look after the presentations - I've put all three on my watchlist.
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2Lun
@investment_guru_2035
The two titles you mentioned, ServiceNow and AppLovin, were brought up by the moderators and also briefly discussed. I also found them interesting and therefore did some research.
Regarding the three stocks you mentioned, Ashtead, Diploma and Interpump, I also looked at them and found them interesting. The majority of analysts' opinions and my own research have not yet convinced me, but they definitely belong on the watch list. It's worth taking a second look.
The two titles you mentioned, ServiceNow and AppLovin, were brought up by the moderators and also briefly discussed. I also found them interesting and therefore did some research.
Regarding the three stocks you mentioned, Ashtead, Diploma and Interpump, I also looked at them and found them interesting. The majority of analysts' opinions and my own research have not yet convinced me, but they definitely belong on the watch list. It's worth taking a second look.
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•@EpsEra Hm, I must have already grayed out Servicenow and AppLovin and concentrated on the stocks that were new to me 😅 But it was an exciting episode. None of the stocks mentioned are currently of interest to me for an entry, but as written: I'll keep an eye on them.
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•2Lun
@investment_guru_2035
Thank you for your plausible assessment. I also found the episode very interesting, especially the Modern Value approach. One example that Mr. Fischer mentioned was Constellation Software. A few years ago, the share was at around 500 euros, but because it seemed overvalued to him at the time, he didn't get in. Today it is around 3000 euros. That shows quite well how difficult it can be to get the timing right when investing.
Thank you for your plausible assessment. I also found the episode very interesting, especially the Modern Value approach. One example that Mr. Fischer mentioned was Constellation Software. A few years ago, the share was at around 500 euros, but because it seemed overvalued to him at the time, he didn't get in. Today it is around 3000 euros. That shows quite well how difficult it can be to get the timing right when investing.
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•@EpsEra I've had Constellation Software on my list for more than a year, but it's always been too expensive for me. Even the April dip wasn't big enough for me, I always had the feeling I had to be able to get in at €2000 - €2200. But I'm afraid that ship has sailed.
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