3Sem.·

I have made a few more investments.

$ZETA (-11,1 %) is for me the AI-supported advertising platform par excellence and has a lot of potential for me. I will gradually expand this position.


I have therefore also attached the summarizing report from my 13F report for your information.


Is anyone else already invested?

attachment
15.09
ZET
Acheté à 20,30 $US
29
24 Commentaires

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3Sem.
At least someone here who still picks up a magazine and doesn't just consume influencers... very likeable 😉👍🏻
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@GHF I just hope that they don't let Maydorn tinker with the evaluations of the reports🫣😂.
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@All-in-or-nothing No, it doesn't, it costs real money. 600 per year, i.e. 4 issues, so I'm really investing in the community😉
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@Multibagger I saw the prices and couldn't help but Google them. When I saw that the 13F reports were being analyzed by the stock market media, that was my first fear😂. Reassures me when there are no Maydorn fingers stirring around in there😁.
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@All-in-or-nothing I think Maydorn's assessment, which I have already subscribed to, is too negative. In my opinion, he has tops and flops like all other experts and we do too. What I like about him is that he always recommends suitable derivatives for my strategy. This has worked very well recently with silver, $TEM, $APLD and $IREN.
That's why he doesn't buy blindly.
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2nd largest position in my portfolio and will certainly be expanded by one or two more positions.
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Fortunately, I got out of Zeta with a slight plus before the crash. But maybe it's worth it again now
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Is the 150 k for the report money well spent?
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@BeachPlease It is informative. I think with a larger portfolio volume you could also get something out of it. So I tend to concentrate on the smaller stocks, or look for certificates for the top stocks
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Hold 100 shares but plan to buy more in the event of a setback
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i also got them into my nest at the end of june/beginning of july in 4 tranches, a total of 111 pcs. the first purchases were a bit premature, but overall now already 30% ahead, where you can't complain - shouldn't be a short-term trade. nice if you also see big things in it and thanks for the report! 😀👍
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When it comes to advertising, I think $VER is a mega exciting candidate. Verve stands out in the AdTech market primarily due to its clear focus on data protection and transparency. In my opinion, this is the big difference to the other players and data protection will receive significantly more attention in the future. While other platforms usually only serve the buyer or seller side (e.g. $TTD), Verve integrates both sides and thus creates a particularly efficient and data-secure advertising placement. The company is thus deliberately positioning itself as a privacy-first alternative to the big players. For me, this is a long play, not a short-term one.
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@toscho so nothing for me, because of the long term.😂
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I already thought so 😉 but I had to get rid of it anyway
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I had them for a while too. But somehow they don't really get out of the woods. High short ratio.
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Buy in at € 11.23.
The plan was to exit at € 22.
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I have been invested since July and still see a lot of potential in the coming years. In addition, it is not yet valued very expensively 🫰🏻.
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3Sem.
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@Allan- I actually receive the report digitally. But also in paper form. And I also like to read things that aren't on my cell phone, tablet or laptop.
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3Sem.
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@Allan- I am not against digitalization. Especially in the public sector, we are miles behind other countries.
What I don't like is the silent compulsion to use certain products. When my son was 3 years old and in EF at grammar school, he was already told he needed an iPad. When asked why, he was told that the teachers also have one and only send worksheets via Air Drop in the classroom. I don't know if that's the right way to go. There are certainly families who can't afford to buy a device for their children out of petty cash.
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3Sem.
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@Allan- I think that's fine. I just don't think this commitment to Apple is okay. Which is the most expensive option. Why don't we look for technical possibilities that also work with Android devices
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