1Mo·

After some back and forth, I have parted with $TISG (+1,38 %) . In my view, the sinking of one of the yachts and especially the management in the aftermath of the accident created new risks that I didn't want to take. Instead, I opened a position with $REC (+2,85 %) which I have been flirting with for some time. It's a much more defensive investment, but I don't think that's wrong in this market phase. The company's latest reports read like 1a, and I think the recent price setback is a good opportunity. In the long term, I think pharma is a solid investment anyway.

25.09
Recordati logo
Acheté x18 à 49,90 €
898,20 €
5
7 Commentaires

image de profil
strong purchase
2
Afficher la réponse
image de profil
How high is your actual Dolce Vita 🤌🏽 share in the portfolio?
2
Voir toutes les 2 autres réponses
The sinking of the yatch was due to very bad management by the crew, nothing to do with the yatch itself. It is like you crash your car because you were distracted and then you point Toyota as guilty.
1
Afficher la réponse
Participez à la conversation