6Mo·

Q1 PORTFOLIO UPDATE

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good performance, which tracking system do you use?
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@Superbla I use savvytader where I can't retroactively change my transactions to be fully transparent. Then I made this graphic with Canva
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Which of this shares is from Switzerland?
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6Mo
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@Memo0606 based on my analysis it's very undervalued but risks are high, just my view obv
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6Mo
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@Memo0606 the same, my biggest convinction, EV/FCF of 7 for this company makes 0 sense to me
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