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Tom M.
@Lumimyrsky
7Mo·

Google

The figures were just too good - I had to go for it


On the WL for 1 year, now also in the portfolio.

25.04
Alphabet logo
Alphabet
Acheté x5 à 151,23 €
756,17 €
37
18 Commentaires
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Ph1l1pp@Ph1l1pp
7Mo
Buy top?
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Utilisateur supprimé
7Mo
Le commentaire a été supprimé
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Jakob C.@Creutzfeldt_Jakob
7Mo
@Ph1l1pp Where do you see a top?
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He-Man D.@He-Man
7Mo
@Ph1l1pp doesn't matter with the market situation 👍🏻
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BeachPlease@BeachPlease
7Mo
@Ph1l1pp Joa, it's getting warmer, what size, color etc.?
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Ph1l1pp@Ph1l1pp
7Mo
@He-Man are we looking at a different market situation?
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Ph1l1pp@Ph1l1pp
7Mo
@Memo0606 S&P500 below resistance of $5500, escalation between Pakistan and India, negotiations regarding tariffs will, according to Bessent, take at least 2-3 years, macroeconomic development (no desire to elaborate) etc.
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He-Man D.@He-Man
7Mo
@Ph1l1pp always get into the market. You won't hit the bottom anyway.
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Ph1l1pp@Ph1l1pp
7Mo
@He-Man if you say so 🤷🏻‍♂️
I could also say that you won't outperform the S&P with individual stocks and still buy some
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He-Man D.@He-Man
7Mo
@Ph1l1pp right.
Everyone as they see fit.
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Tenbagger2024@Tenbagger2024
7Mo
Well done
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StoicPicker@StoicPicker
7Mo
Why not half before earnings and the other half after earnings? That way you could have gotten your first batch for almost 10% less?
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Tom M.@Lumimyrsky
7Mo
@intelligent_invest_99 to be honest, I didn't realize that there were already earnings
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StoicPicker@StoicPicker
7Mo
@Lumimyrsky Whether 10% more or less, if you are at 150% in 3-5 years, it doesn't matter :)
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K@TechNav
7Mo
Just for your information, the "new" figures are already priced in. Now you are buying with the optimism that the next quarterly figures will be EVEN better.
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StoicPicker@StoicPicker
7Mo
@TechNav not quite right. Google's intrinsic value is far above the current price. At the moment, it is mainly priced in that Google Search is dying due to AI, which Google has impressively denied. Based on the free cash flows, the intrinsic value is €200 +, i.e. approx. 35% above the current value
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Utilisateur supprimé
7Mo
Le commentaire a été supprimé
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StoicPicker@StoicPicker
7Mo
@Sen Even better. Youtube, GCP are undervalued in the share price.
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