3Semana
I had also thought about it, but I won't bother with batteries, I don't know enough about them and I don't know how strong the moat is, especially as I want to stay focused in the portfolio. But it's definitely exciting. 👍
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@BamBamInvest Nice to hear from you again. I and others certainly miss your regular contributions and analyses. How do you see one of your larger positions at the moment? $HIMS
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@Multibagger 😊 I have no plans to change anything in my portfolio, nothing has changed in my opinion of $HIMS, many people are too impatient, the returns are achieved by holding and waiting. Growth is strong and new business areas are being added. My aim is not to make a big return in the short term and to sell if the valuation gets too far ahead or to trade and trade on the basis of news that changes on a weekly basis. I had $HIMS in my portfolio long before GLP1 and that is unlikely to change any time soon. I ignore short-term fluctuations. ✌️
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@BamBamInvest funny, that's exactly the answer I was expecting.😉
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@BamBamInvest Batteries are indeed an interesting topic and research is progressing extremely quickly, meaning that today's market leader could be obsolete tomorrow.
I recently found a report interesting that $PNG, for example, also offers specialized pressure-resistant batteries.
I recently found a report interesting that $PNG, for example, also offers specialized pressure-resistant batteries.
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@Multibagger well, I'm not a trader either 😉 and I don't want to pay too much attention to the short-term noise either 😁. As long as I have innovation in the company and a long-term vision, I will hold it. Unless an investment comes along where I see more potential and which I absolutely have to have 😂.
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@TradingHase absolutely, you can also see that in the electric vehicle sector, especially with very strong competition. I normally stay away from car manufacturers and battery manufacturers, as it could be copied very quickly. I don't know enough about that either.
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@Multibagger As you know, I select the companies very carefully because I want to keep the portfolio manageable. I don't need 20-30 companies. 😁
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@BamBamInvest Certainly not a wrong decision. I myself am invested in MB, BYD and Xpeng. I see the last two as the companies that will be left standing in the end.
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@TradingHase I wish you every success in choosing the right companies 😊
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@BamBamInvest Thank you very much. These are products that I have tested myself and am therefore convinced of. However, without my background in the job of mobility as a pure offshoot, I wouldn't invest in vehicle manufacturers either. 🙈
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