1Sem.·

New Sell - $TISG

Needed to free up capital for buying the dip in the most attractive Mag7 companies. I still think that TISG is a well-run company that could perform well in the future, but I just see more potential in other companies like $GOOGL, $MSFT or $AMZN.

22.04

TIS

TISG

a vendu x400 à 5,38 €

2 152,00 €

31,80 %

2 Commentaires

Ph1l1pp@Ph1l1pp

1Sem.

read into the further implications of Trumps policy and what they mean for equity prices.

Where’s the money of the richest generation, the baby boomer, stored in?

To what stocks is the average American over- exposed to?

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Konstantin Harrer@MozartTrading

1Sem.

@Ph1l1pp I know there is a lot of fuzz about trump‘s policies, but in reality he can’t wreck the American economy. Because if there’s one thing the Americans care about, apart from their guns, it is their money and as soon as the recession prospects get more serious and you see more signs of a slowing economy, Trump won’t have a choice but to abandon his plans or step down in disgrace. But despite all that, even if you factor in some tariffs that’s why I buy companies like Google & Microsoft etc, because they are much safer, way more insulated and Google for example is one of the best-prepared companies in the world, tariffs don’t harm Google remotely as much as other companies and a lot of that risk is already priced into the stock, there is a reason why it’s trading at a p/e of 17.

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