I'm surprised that defense and aerospace, i.e. industry, don't appear.
Likewise, no players in infrastructure.
Energy plays no role here.
What about
Raw materials and rare earths.
Likewise, no players in infrastructure.
Energy plays no role here.
What about
Raw materials and rare earths.
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@Tenbagger2024 There are companies I've never heard of 🫣 especially Samsara.
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1Mo
But that happens to me here several times a day :-) :-)
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@Mcl1991
I know Samsara.
The only thing I find strange is that the performance is not good at all. That's why I don't quite understand the report
I know Samsara.
The only thing I find strange is that the performance is not good at all. That's why I don't quite understand the report
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@Tenbagger2024 I've been involved with samsara for some time now, what they do is really brutally exciting. a mixture of saas, iot platform, data. here, too, there is hardware and software in one (sensors etc.). The saas component for ARR is good, I see similar levers there as with Servicenow, for example, in the past. Logistics will change a lot in the future. The only thing I've never liked is the chart :D That's why I'm still wavering as to when it makes sense to get in. But I see good opportunities for the long term, don't you?
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@MaxtheCat
I know samsara through Thomas Rappold, who is well versed in the subject due to his profession. And he often recommends the share
I know samsara through Thomas Rappold, who is well versed in the subject due to his profession. And he often recommends the share
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@Tenbagger2024 I think statistics like this are difficult to interpret.
Yes, professionals are adding to these stocks in particular. But that doesn't mean that all the other industries etc. that you mention haven't been topped up. Probably just not 50% 🤷🏽♂️
Yes, professionals are adding to these stocks in particular. But that doesn't mean that all the other industries etc. that you mention haven't been topped up. Probably just not 50% 🤷🏽♂️
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