As always, very interesting, even if I don't see them as an investment case in the next few years.
I have a small comment: could it be that you have forgotten the minus signs in the list of annual returns for 2024 and 2025?
For me, these figures in particular show that things have been going downhill in this area since 2022.
I have a small comment: could it be that you have forgotten the minus signs in the list of annual returns for 2024 and 2025?
For me, these figures in particular show that things have been going downhill in this area since 2022.
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@Multibagger thank you 😂 , correction, I did indeed. But you also have to consider that the last 2 years have been very much driven by negative news, a death and a number of accusations that I think are commonplace in the business practice of the entire industry. (As in so many other sectors, but with health as a topic, it is more emotional) The Trump administration with cost reductions in the healthcare system, pharmacy business etc. is also putting pressure on the entire healthcare sector, where it is slowly becoming apparent that reductions cannot be implemented so easily and there is political resistance.
One of the most important points is that the old CEO who made $UNH big and led it for years has taken the helm again. He has also made individual business areas big and knows how things work in the company and has access to the documents. If things were as dramatic as the media report, he would probably not have taken over the helm again for liability reasons, because otherwise he might have knowingly committed or accepted a breach of duty.
So I see this as an opportunity from a short-term, medium-term and long-term perspective.
Always from the point of view that you will outperform an MSCI World over 3-5 years, which I assume of all the stocks in my portfolio.
How long I will hold this position is not yet certain, but I could well imagine it as a stable anchor, if you want to get in here then now, when so much negative is priced in, many are always waiting for such opportunities, but then do not have the courage to go through with it.
Can we fall another 10-20%? Sure
But I see an extremely attractive risk/reward ratio here.
Any comments, or even penalties, would probably even boost the share price if the issues that have largely been spread by the media in the past are confirmed or refuted.
Calm is slowly returning, the price is just waiting to break out and I also believe that the healthcare sector and value has some catching up to do and will do better if there is unrest on the stock market. I see similar opportunities at $MC, especially if the dollar continues to fall and interest rates in Europe also continue to fall, as the dividend and dividend growth are also becoming increasingly attractive, regardless of the withholding tax and transaction tax in France.
I currently feel very comfortable with my portfolio, especially as all existing and not newly acquired companies / shares have performed extremely strongly and I expect this to continue.
I think the right growth companies in the right sectors in the US will largely perform better than MAG7 over the next 5 years, and by that I don't mean $PLTR or other companies that are already astronomically valued.
In fact, I consider my companies with my investment case to be undervalued and slowly but steadily (without hype) many others are realizing this too.
It remains exciting, I'm waiting for setbacks in the market to stock up or collect more, especially on companies like $LMND that are not yet profitable.
About 30% short ratio
Collecting companies in the growth phase 1-2 years before profitability (if they make it) and finding them is one of the most exciting tasks, where I am usually a little too early, but has worked well so far.
Finding an understanding of companies that are wrongly received by the market is extremely exciting. ✌️
One of the most important points is that the old CEO who made $UNH big and led it for years has taken the helm again. He has also made individual business areas big and knows how things work in the company and has access to the documents. If things were as dramatic as the media report, he would probably not have taken over the helm again for liability reasons, because otherwise he might have knowingly committed or accepted a breach of duty.
So I see this as an opportunity from a short-term, medium-term and long-term perspective.
Always from the point of view that you will outperform an MSCI World over 3-5 years, which I assume of all the stocks in my portfolio.
How long I will hold this position is not yet certain, but I could well imagine it as a stable anchor, if you want to get in here then now, when so much negative is priced in, many are always waiting for such opportunities, but then do not have the courage to go through with it.
Can we fall another 10-20%? Sure
But I see an extremely attractive risk/reward ratio here.
Any comments, or even penalties, would probably even boost the share price if the issues that have largely been spread by the media in the past are confirmed or refuted.
Calm is slowly returning, the price is just waiting to break out and I also believe that the healthcare sector and value has some catching up to do and will do better if there is unrest on the stock market. I see similar opportunities at $MC, especially if the dollar continues to fall and interest rates in Europe also continue to fall, as the dividend and dividend growth are also becoming increasingly attractive, regardless of the withholding tax and transaction tax in France.
I currently feel very comfortable with my portfolio, especially as all existing and not newly acquired companies / shares have performed extremely strongly and I expect this to continue.
I think the right growth companies in the right sectors in the US will largely perform better than MAG7 over the next 5 years, and by that I don't mean $PLTR or other companies that are already astronomically valued.
In fact, I consider my companies with my investment case to be undervalued and slowly but steadily (without hype) many others are realizing this too.
It remains exciting, I'm waiting for setbacks in the market to stock up or collect more, especially on companies like $LMND that are not yet profitable.
About 30% short ratio
Collecting companies in the growth phase 1-2 years before profitability (if they make it) and finding them is one of the most exciting tasks, where I am usually a little too early, but has worked well so far.
Finding an understanding of companies that are wrongly received by the market is extremely exciting. ✌️
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•@BamBamInvest I agree with you on some points. It's just that our expectations for equity investments in terms of returns are different. You want to outperform the MSCI World. I want a potential increase of at least 25-30%. Therefore rather growth. And I see that with some of your investments. Not with $UNH. But you don't have to justify yourself for that. I am very happy to exchange ideas with you.
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•@Multibagger Normally I have the same return expectations as you, but I would like to take some volatility out of it, my portfolio has now made over 50% in 2 months and I assume that it could become a bit more volatile in the next 3 months and $UNH could quickly make 25-30% with a positive outlook and benefit from the volatility. I can well imagine switching to other companies, but one or two companies would have to correct a little 😁.
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•@BamBamInvest I just take the profits in between, like with $HIMS, which I also discovered through you. I got in at €30 and out at €52. That was 70% in just a few weeks. I assume that this will not continue. Same with $HOOD. I also sold them at just under 80%. I am convinced of both in the long term. However, as my overriding goal is still to get from €3,000 to €100,000 in 10 years, I can't afford to sit out months of sideways phases in individual stocks. My portfolio volume is still too low for that. The capital has to earn money. In the 27 months since I started in April 23, I have so far made 400% from 3,000 to 15,000. Of course, that's much more than I need for my goal and I'm sure it won't go on like this. I just need as much volatility as possible and that hasn't been there for the last few weeks. So this month will be rather modest by my standards in terms of performance, unless something extraordinary happens in the last week. I would buy $UNH if it goes down to $280 or rises above $325. And then leveraged long. In between, it is uninteresting for me.
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•@Multibagger the vola will come in the next 3 months 👍
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•@BamBamInvest I hope
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•@Multibagger things are just going too well for me, economically and geopolitically the market is somehow too resistant, I don't really trust the market, which was also the reason why I built up some cash.
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•@BamBamInvest I also think that there will be movement in the next 6-8 weeks. The Middle East conflict, the tariff breaks with the EU are coming to an end. The China cow is not off the ice either. A correction of 5-10% would be good. America may slide into stagflation by the end of the year. All top conditions for higher volatility and good entry prices for our stocks under review.
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•@Multibagger what else do you have on your prioritized watchlist besides $LMND? Any stocks where you would like to buy the setback? You should take a look at $IREN, which is also a potential 10x investment for me, not because of the miner activity but because of the AI data center.
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•@Multibagger $IREN is probably one of the best hyper-growth stocks currently on the market.
Exceptionally well positioned data center developer with a huge portfolio of grid-connected properties and power - something very valuable given the current power supply crisis in the US.
They also run an extremely tight operation - while none of the public $BTC miners are currently operationally profitable, $IREN stands out as the ONLY company that has been able to profitably mine $BTC in the last 6 months while generating approximately 16% net after tax margins.
They are now applying their expertise in AI/HPC and transforming their land and power portfolio into massive AI data center hubs.
Could be really exciting 🚀
Exceptionally well positioned data center developer with a huge portfolio of grid-connected properties and power - something very valuable given the current power supply crisis in the US.
They also run an extremely tight operation - while none of the public $BTC miners are currently operationally profitable, $IREN stands out as the ONLY company that has been able to profitably mine $BTC in the last 6 months while generating approximately 16% net after tax margins.
They are now applying their expertise in AI/HPC and transforming their land and power portfolio into massive AI data center hubs.
Could be really exciting 🚀
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