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00:00:00 Weekend trading stocks

00:03:40 Market environment

00:16:00 Delta Air Lines

00:20:00 LVMH, Grok AI

00:43:30 Hermès, Richemont, Kering

01:03:20 TSMC, ASML

01:26:50 Coalition agreement

Spotify

https://open.spotify.com/episode/36OedAqU7ZcTYd3PpnHRFQ?si=99nQieH0Qh6Hy1QhQ5hQzA

YouTube

https://youtu.be/QMjS235So6I

Apple Podcast

https://podcasts.apple.com/us/podcast/85-lvmh-herm%C3%A8s-tsmc-koalitionsvertrag-gratis-aktienanalysen/id1695869891?i=1000703930602

$MC (+0 %)
$RMS (+1,31 %)
$KER (+3,16 %)
$DAL (-0,33 %)
$2330
$ASML (+1,87 %)
$GOOG (+5,13 %)
$GOOGL (+5,72 %)
$SPOT (+1,45 %)
$AAPL (+1,39 %)
$CFR (+0,94 %)

Source: Finchat

$PLTR (+6,4 %)

$NOW (+4,27 %)

$SPOT (+1,45 %)

$PANW (+3,72 %)

$SHOP (+3,56 %)

$CRWD (+6,51 %)

$FTNT (+3,32 %)

$ABNB (+2,19 %)

$COIN (+3,21 %)

$AXON (+0,37 %)

$RBLX

$NET (+4,95 %)

$HOOD (+7,05 %)

$TTD (+7,35 %)

$DUOL

$HIMS (+4,08 %)

Subscribe to the podcast so that the bottom is reached soon.

00:00:00 Market environment

00:21:40 Nike, Adidas, Puma, On Holdings, Lululemon, Under Armor

00:35:50 Finding the bottom: Vix, Oil Price, Baltic Dry Index, Gold, Bonds / Bonds, CME FED Watchtool, St. Louis FRED Overnight Reverse Repurchase Agreements, COT

01:18:30 Chevron, Exxon, Occidental Petroleum, BP, Shell

Oil & Gas Exploration & Production A1JKQL

WisdomTree WTI Crude Oil A0KRKU

iShares MSCI World Energy Sector A2PHCF

01:29:35 China shares

01:44:25 Container ship shares

Spotify

https://open.spotify.com/episode/28RlbWBRC6xGUJ8AkHVcFU?si=w1t0GJtDTWOwNuUADqWoPQ

YouTube

https://youtu.be/QvUuYYmxk2k

Apple Podcast

https://podcasts.apple.com/de/podcast/84-china-aktien-%C3%B6l-aktien-sportartikel-aktien-containerschiff/id1695869891?i=1000703088147

$ZIM (+2,02 %)
$MAERSK A (-1,42 %)
$SHEL (-0,6 %)
$XOM (+0,51 %)
$CVX (+1,13 %)
$BP. (+0,66 %)
$OXY (+0,57 %)
$ADS (-0,73 %)
$NKE (+0,04 %)
$PUM (+1,31 %)
$UAA (-0,97 %)
$LULU (-0,35 %)
$WTI
$1BRN
$SPOT (+1,45 %)
$AAPL (+1,39 %)
$GOOG (+5,13 %)
$GOOGL (+5,72 %)
$BABA (-0,66 %)
$700 (-0,81 %)
$BYD (-4,43 %)
#china
#zoll
#podcast

Would you currently rather buy additional positions in your portfolio or add new shares to your portfolio?

I am currently short these positions:

$ASML (+1,87 %) (-17%) (actually position full)

$NVDA (+2,65 %) (-20%) (position actually full)

$GOOGL (+5,72 %) (-15%)

$VST (+2,31 %) (-20%)

$HIMS (+4,08 %) (-22%)

$AMZN (+3,74 %) (-2%)

that I would like to get new

$MC (+0 %)

$MELI (+2,44 %)

$SPOT (+1,45 %)

$MSCI (-1,07 %)

$UBER (+5,15 %)

$SIE (+2,75 %)

$MUX (+1,83 %)

After this correction I have learned some valuable things that I would like to share with you ✍️.

1° The Market doesn't Care how Undervalued a Stock looks 📉

I have seen from my own experience how a company like $HPE (+4,58 %) fell almost 20% in days even below its book value, making a correction almost as big or bigger than other +30% P/E companies.

2° It is always necessary to keep cash reserves 💵

We cannot predict what the market will do but if we have cash reserves we can take advantage when the market drops by 7, 8, 10 or 20%.

And that's precisely what will probably make us outperform in the long run 🚀📈.

3° Investing in Value is Better than Investing in High Expectations 💰>💸

Although my portfolio has fallen other companies with much higher P/E ratios have corrected much more companies like $SPOT (+1,45 %)
$SOFI (+4,03 %)
$TSLA (+2,01 %)
$SHOP (+3,56 %) and a long list have corrected up to 40-50%.

It is now slowly becoming clear who has what it takes to make good profits in the coming years.

Here are my top 30 companies by category, which I am particularly looking at in the current crash.

Some are still overvalued, others are already very attractive at the current price level.

Tier 1 (high corporate quality and strong growth)

Airbnb $ABNB (+2,19 %)

Alphabet $GOOGL (+5,72 %)

Amazon $AMZN (+3,74 %)

ASML $ASML (+1,87 %)

Axon $AXON (+0,37 %)

Cadence $CDNS (+5,2 %)

Constellation Software $CSU (+1,98 %)

Crowdstrike $CRWD (+6,51 %)

Fair Isaac $FICO (-0,09 %)

Hermes $RMS (+1,31 %)

Intuit $INTU (+3,01 %)

Intuitive Surgical $ISRG (+3,34 %)

Mastercard $MA (+0,47 %)

Meta $META (+3,74 %)

Netflix $NFLX (+4,18 %)

Microsoft $MSFT (+2,08 %)

Palantir $PLTR (+6,4 %)

Tesla $TSLA (+2,01 %)

Tier-2 (high business quality and moderate growth)

Booking $BKNG (+1,08 %)

Costco $COST (-0,8 %)

Ferrari $RACE (+3,38 %)

Moody's $MCO (+1,38 %)

MSCI $MSCI (-1,07 %)

Transdigm $TDG (+0,52 %)

Tier-3 (medium / solid corporate quality and strong growth)

Hims & Hers $HIMS (+4,08 %)

Robinhood $HOOD (+7,05 %)

Roblox $RBLX

Shopify $SHOP (+3,56 %)

Spotify $SPOT (+1,45 %)

The Trade Desk $TTD (+7,35 %)

I bought on Friday and am buying again today - even in the course of the next few days and weeks, when we could probably see even lower prices.

Where are you buying?

Thanks to all listeners & subscribers 🤝🎧.

Spotify

https://open.spotify.com/episode/5Cr722K3NaLxspBot2mBNM?si=eORJfrQJR3eDLplP35EYxw

YouTube

https://youtu.be/QOXd_qExpKc

Apple Podcast

https://podcasts.apple.com/us/podcast/83-zollkrieg-spezial-gewinner-verlierer-ausblick/id1695869891?i=1000702108083

#podcast
#spotify
$SPOT (+1,45 %)
$AAPL (+1,39 %)
$GOOG (+5,13 %)
$GOOGL (+5,72 %)

I would like to make these purchases:

$SPOT (+1,45 %) , $META (+3,74 %) , $GOOGL (+5,72 %) ,$APH (+6,07 %) ,$CSPX (+1,47 %) , $MC (+0 %)
$MELI (+2,44 %) but I would still wait for the US. Stock market or wait for the reaction of other countries

What do you want to get in any case?

Subscribe to the podcast to prevent taxes from rising.

00:00:00 Trade Desk, AppLovin, Alphabet

00:28:00 Palantir

00:42:00 Nvidia & AMD

01:14:00 Government bonds & money market funds

01:27:00 Our subscribers

01:30:00 Tax hikes for shareholders and Bitcoiners

Spotify

https://open.spotify.com/episode/1Q9iyGDYGG7J30nAfjaJje?si=-RpmNLbsR3uNSOk4F9mnNQ

YouTube

https://youtu.be/gq6dpExSnAM

Apple Podcast

https://podcasts.apple.com/us/podcast/82-steuererh%C3%B6hungen-nvidia-alphabet-trade-desk-applovin/id1695869891?i=1000701165239

$TTD (+7,35 %)

$APP (+7,3 %)

$GOOG (+5,13 %)
$GOOGL (+5,72 %)

$NVDA (+2,65 %)

$AMD (+3,01 %)

#podcast

$SPOT (+1,45 %)

$AAPL (+1,39 %)

Revenue Forward 3Y CAGR and Forward P/S Ratio (sorted in ascending order)

Hims & Hers: 31.9% / 3.4x $HIMS (+4,08 %)

Spotify: 14.9% / 5.6x $SPOT (+1,45 %)

Airbnb: 10.4% / 6.8x $ABNB (+2,19 %)

Roblox: 19.4% / 7.3x $RBLX

Robinhood: 17.0% / 10.6x $HOOD (+7,05 %)

The Trade Desk: 19,4% / 11,1x $TTD (+7,35 %)

Fortinet: 14.4% / 11.5x $FTNT (+3,32 %)

Shopify: 22.6% / 11.9x $SHOP (+3,56 %)

Palo Alto Networks: 14.7% / 12.2x $PANW (+3,72 %)

ServiceNow: 19.5% / 13.4x $NOW

Duolingo: 26.7% / 13.7x $DUOL

Axon Enterprise: 20.9% / 15.5x $AXON (+0,37 %)

Crowdstrike: 22.5% / 17.2x $CRWD (+6,51 %)

Cloudflare: 27.2% / 20.9x $NET (+4,95 %)

Palantir: 30.8% / 52.6 $PLTR (+6,4 %)

Palantir and Hims & Hers are not the same...

Even if Palantir increases its sales by an ambitious 30% every year over the next 10 years and achieves a free cash flow margin of 45% (!), the current share price is still >20% above fair value (assumption: 3% terminal growth, 8% discount rate) - even though the share has already corrected by >30%.

Your opinion?