In the first picture, we can see the out performance over five years, but not your beads of sweat 🤪
•
11
•
@Iwamoto
Yes, with the vola, it's blood and water
Yes, with the vola, it's blood and water
•
11
•@Tenbagger2024
@EpsEra has now also disappeared. Do you have any information? @Iwamoto
@EpsEra has now also disappeared. Do you have any information? @Iwamoto
•
11
•@Tenbagger2024 How long ago? Maybe due to the holidays. My dear, that's a really nice post you've written. Now we just need to tidy up your portfolio. Let's go: My first question for you,
Are there any profits that you will realize? Or will the stake at least be taken out somewhere with a profit?
Are there any profits that you will realize? Or will the stake at least be taken out somewhere with a profit?
••
@Iwamoto
Let's go then. I'm waiting for your analysis
Let's go then. I'm waiting for your analysis
••
@Tenbagger2024 Let's go: My first question to you,
Are there any winnings that you will realize? Or will the stake at least be taken out somewhere with a profit?
Are there any winnings that you will realize? Or will the stake at least be taken out somewhere with a profit?
••
@Iwamoto
Ewtl. Bei Tokyo Electron.
Ewtl. Bei Tokyo Electron.
••
@Tenbagger2024 We need more, my dear. You have quite a few positions in the red. As far as I've seen so far, these are small items, so they're not that bad. Nevertheless, I would always try a tax equalization. Here's my first sell candidate: $ELF You can sell it in my opinion. The figures are mediocre to bad. The debt has risen rapidly in 2025 and the shares are gradually being diluted further and further. (which may partly argue against a sale: debt rose to $830m in Q3 25, but the company also invested $355m in marketing in Q1. Perhaps this is the European expansion and then a sale would be wrong. On the other hand, what is written above is valid. )
••
@Tenbagger2024 $RACE you can buy more 😎 sales are stagnating, but the company is solidly positioned, is buying back shares and is currently valued at a historically low price.
••
@Tenbagger2024 $UFPT Would also be an after-buy, as the growth here is very strong, debt is being reduced and cash is being built up. However, the valuation is medium to high, which is why I would probably rather hold than buy.
•
11
•@Tenbagger2024 $APO you can hold
•
11
•