2Année·

The stop loss has taken effect.

Perhaps the share will return to the portfolio when the price drops and a bottom forms.

03.09

elf Beauty

a vendu x18 à 125,60 €

2 260,80 €

7,97 %

16 Commentaires

Chris@1Chrischi1

2Année

I was also thrown out with 6%. once planned ~99€€ for a new entry :)

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Tenbagger-Capital@Tenbagger-Capital

2Année

@1Chrischi1
I think Elf will continue to grow in the long term, perhaps not as quickly. And that's why the valuation was simply too high for some here.
That's why I will continue to keep an eye on the watch.

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Maximilian@Max095

1Année

@Tenbagger2024 Are you getting back in now?

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Tenbagger-Capital@Tenbagger-Capital

1Année

@Max095
I'll wait for the figures and see if it goes up.

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Tenbagger-Capital@Tenbagger-Capital

1Année

@1Chrischi1
Good time to get back in

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Chris@1Chrischi1

1Année

@Tenbagger2024 have seen it. but am interested in loreal at the same time and have not yet come to a clear conclusion 🫠

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Tenbagger-Capital@Tenbagger-Capital

1Année

@1Chrischi1
What bothers me about Loreal is the high proportion of Chinese products.

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Chris@1Chrischi1

1Année

@Tenbagger2024 me too, but I find it very interesting from a chart point of view, withholding tax france is not so cool either, on the other hand I am rather looking for a dividend stock from the industry 🫣

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Tenbagger-Capital@Tenbagger-Capital

1Année

@1Chrischi1
Perhaps $PG would be
an alternative

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Chris@1Chrischi1

1Année

@Tenbagger2024 I already have but have not yet found a point to increase further 🙄

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Chris@1Chrischi1

2Année

I agree. beauty products are always running and nothing has changed fundamentally.

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BamBamInvest@BamBamInvest

1Année

Bei welchem Kurs, hast du vor wieder zuzugreifen? Dürfte sich langsam wieder stabilisieren, auch wenn sehr volatil. Mir gefällt das Wachstum und die Expansion nach Europa. Lg

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Tenbagger-Capital@Tenbagger-Capital

1Année

@BamBamInvest
Good question $ULTA would be another alternative.

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BamBamInvest@BamBamInvest

1Année

@Tenbagger2024 I am already invested in $ULTA 😁 and $ULTA also has $ELF in its range, which means that it will also benefit indirectly. But since I'm very much into growth stocks and I'm not sure whether $ULTA will catch on in Mexico, for example, I believe that $ELF will have an easier time getting bigger, especially in the West. $ELF is very easy to add to the range and doesn't need e
own stores.

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Tenbagger-Capital@Tenbagger-Capital

1Année

@BamBamInvest
In the long term, Elf Beauty continues to be a story, which many had recognized. That is why the share was overvalued and the correction was only a matter of time.
Nevertheless, it could still go a little lower, perhaps watch it a little longer.

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BamBamInvest@BamBamInvest

1Année

@Tenbagger2024 it can always go lower, it also depends on the investment horizon, I just don't think you can go too far wrong for a 5 year + position, especially if you are planning to enter in 2-3 tranches. The business model is also easier to understand, more stable and simpler than many other sectors. But $ULTA is certainly less risky at the moment in terms of downside potential.

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