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Chris
@Multibagger
1Sem.·

Exciting question before midnight

Suppose you had to decide on a company and had to invest all your investments in this share either from your existing portfolio or in a new one. Which one would that be? And please no answers like: I would have invested all my money 5 years ago in $PLTR (-3,82 %) etc. . The time to invest is now.

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71 Commentaires
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Tenbagger2024@Tenbagger2024
1Sem.
$CSU I'm betting on Söder 🙈😂
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Lukas1000@Lukas1000
1Sem.
@Tenbagger2024 ah populism is not the horse I would bet on right now
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Tenbagger2024@Tenbagger2024
1Sem.
@Lukas1000
In the end, I think it's more about the share 😂
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toscho@toscho
1Sem.
@Tenbagger2024 I feel you my friend. I think you can always buy more. The share price is never "cheap", but after a year I always say to myself, oh why did you treat yourself to another one (unfortunately, I have a quirk of always buying whole shares). The issue of succession doesn't worry me at all at $CSU, as Mark Leonard (like Warren B.) has already prepared everything wisely.
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Tenbagger2024@Tenbagger2024
1Sem.
@toscho
I also only buy whole shares.
I think Constellation Software will benefit from AI.
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toscho@toscho
1Sem.
The acquisition of specialized software companies in niche markets and their decentralized continuation has proven successful - and should continue to do so in the future in my view. High margins, a strong free cash flow and disciplined capital allocation also clearly speak in favor of the successful model $CSU I also do not believe that $CSU will oversleep the topic of AI 😉
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Compounder@FirstCompounder
3J
$CSU has never closed a stock market year with a loss. Also in my top 3
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Tenbagger2024@Tenbagger2024
3J
@FirstCompounder
Fits perfectly with your profile name
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Tim@Tacticus
3J
@Tenbagger2024
why $CSU and not $LQQ?

They are both in the technology sector, with the difference that NASDAQ is more diversified and has better returns.
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Tenbagger2024@Tenbagger2024
2J
@Tacticus
You can do both. .
But wasn't the question about a share?
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Tim@Tacticus
2J
@Tenbagger2024
Yes, that's right.
I just wanted to ask in principle.
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Voir toutes les 3 autres réponses
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Elsa E.@EpsEra
1Sem.
I am convinced that $GOOGL is the clear choice for me: Google & YouTube run globally (advertising = cash machine).
Well positioned for the future with AI & Cloud (Gemini, DeepMind).
Mega balance sheet, lots of cash, little debt and solid basis.
Simply a smart all-rounder in the portfolio in the long term. 🚀💡
What do you think? #BuyAndHold
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Pope Donkey XXI@DonkeyInvestor
1Sem.
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Tobi60@Tobi60
1Sem.
Blackrock or Microsoft
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Cristiano@Rocketman_23
1Sem.
@Tobi60 Microsoft 💪
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Sansebastian@Sansebastian
1Sem.
Microsoft
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Bullnbear@Bullnbear
1Sem.
I had exactly the same scenario with an almost 6-digit deposit -> Bitcoin <- then sold shares tax-free and put them into shares, I didn't regret it, because the beginning of April was probably the best time. It's not a company but what the heck. :)
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Epi@Epi
1Sem.
$BRK.B Okay, it's more of a fund. But that was allowed, wasn't it?
Otherwise maybe $FFH?
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Chris@Multibagger
1Sem.
@Epi That's an unusual tip! I've never heard of them before.
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Der Spekulant@Derspekulant1
1Sem.
@Epi berkshire is a holding company and certainly not a fund 😂🤦🏽‍♂️
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Epi@Epi
1Sem.
@Multibagger It was touted as the next BRK.B 10 years ago or so. I liked the concept and so I put it on my watchlist. Never bought it. 🤷
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Epi@Epi
1Sem.
@Derspekulant1 Thank you for this mind-expanding insight! 😅
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Der Spekulant@Derspekulant1
1Sem.
@Epi gerne
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GeldGenie@GeldGenie
1Sem.
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Kate🦋@Iwamoto
1Sem.
I don't dare to vote for $III. Nor do I dare to vote for $TPL. So, as a precaution, I take $BRK.B
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Der Spekulant@Derspekulant1
1Sem.
Clearly for me $NET
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Basti92@BavarianLion
1Sem.
Really tough question! With a 10-year investment horizon, I would say $GOOGL, but forever... possibly $BLK
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Ph1l1pp@Ph1l1pp
1Sem.
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Chris@Multibagger
1Sem.
@Ph1l1pp bold, but interesting
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Robin@robiin
1Sem.
@Ph1l1pp This way and no other. Definitely a great return over 10 years ✨
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Chris@Multibagger
1Sem.
@Ph1l1pp but you should only invest in one, i.e. which of the 3
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Tim@Tacticus
1Sem.
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Allan@Allan-
1Sem.
definitely Novo, I believe, hope, am convinced
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Hodlinvestor@Hodlinvestor
1Sem.
Allianz, I don't see any major weaknesses with insurers. They always insure and the margin is also right.
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Ph1l1pp@Ph1l1pp
1Sem.
With what investment horizon and goal?
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BeachPlease@BeachPlease
1Sem.
@Ph1l1pp Yep, without these parameters I can't recommend anything clever either, always the same shit here 😅
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Chris@Multibagger
1Sem.
@Ph1l1pp say 5, 10 and 20 years
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Nova@Nova_portfolio
1Sem.
Either $GOOG or $AMZN: both are too big to fail
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SathosiRuffy@SathosiRuffy
1Sem.
This requires a top CEO, which is why I would probably go with $META. Innovative and always wants to play along with the latest trends
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Global I.@gloinvest
1Sem.
The liquidity in the market, which has generated a predictable return of ~ 10% annualized over the last 95 years for diversified portfolios, has to come from somewhere.

Thank you on behalf of all investors.
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Chris@Multibagger
1Sem.
@gloinvest The question that everyone has to ask themselves is whether they are satisfied with 10%? I wouldn't put all my eggs in one basket either, but 10% wouldn't be enough for me.
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Global I.@gloinvest
1Sem.
@Multibagger Good luck!
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Schmitzi@Schmitzi
1Sem.
Amazon
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Silas W.@DynasticGrind
1Sem.
$VAR1 or $GME. But only because Steinhoff and Wirecard are no longer listed.
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Seventrader@7Trader
1Sem.
@DynasticGrind Wirecard is still tradable on the Berlin Stock Exchange. I know you meant it as a joke, but I'm serious ☺️👍🏼
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Silas W.@DynasticGrind
1Sem.
@7Trader Do not lead me into temptation!
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Seventrader@7Trader
1Sem.
@DynasticGrind Hahaha. I only have it on a watchlist of my sold stocks, so I continue to follow the price and what's happening on the side.
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Michael@DocM01
1Sem.
$TSLA 😎
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JK@j07k
1Sem.
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Jonas@jjjjjonas
1Sem.
$SIE Siemens. Why? Diversified enough to have the risk aversion of a consumer staples company; modern enough to be prepared for the future; and at a really low valuation for an AI tech company whose products are used in industry worldwide. And in addition to growth and stability, it also pays handsome dividends (which, as you know, are of least interest to you).
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Lightw8 Investor@lightw8_invest
1Sem.
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Pazzzi@Pazzzi
1Sem.
Very difficult question...
As a safe overall package with high growth potential, I would think that $PM would be my current candidate. 🚬
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FinanzFerrari@FinanzFerrari
1Sem.
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Gehebeltes-EFH@Gehebeltes-EFH
1Sem.
Berkshire H.
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Robin@robiin
1Sem.
$TSLA In the long run, the company has many areas that can be value accretive for the company in the future: Optimus, Dojo, autonomous driving, automotive production + Tesla Semi, energy storage for homes and cities, Supercharger network, fast food sector (see new Tesla Diner in LA), lithium processing (factory just completed) etc. Alternatively $SHOP or $COIN
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EugeneKrabs@Danicx13
1Sem.
Microsoft
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