Another strong tip from you, you really have a good eye for exciting stocks. Technotrans may not be a high flyer, but it is a solid growth company with a clear strategy. The figures are stable, 6-8% growth per year is good and the share price has stabilized well after the strong run this year. The company is profitable, has hardly any debt and is showing with the new major order that it is really gaining a foothold in future fields such as e-mobility. An exciting case for the watchlist, the fair value for me is around €25. From this level, I would also get in with the first tranche. The share also remains interesting as a potential takeover candidate by players such as Parker Hannifin, Bosch or Lauda. All in all, a strong pick.
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@EpsEra
Thank you for your assessment. How have your earnings gone so far?
Thank you for your assessment. How have your earnings gone so far?
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•@Tenbagger2024
My earnings have been rather mixed so far. 😅
I was particularly disappointed with Uber. Revenue growth was there, but margins and the outlook were weak. Nevertheless, I remain invested for the long term because I see great potential in the platform.
Arista also disappointed me. Many investors are currently very nervous about anything to do with AI and data centers. Due to the already high valuations and the FOMO in the market, even small disappointments immediately create selling pressure. If the forecasts are not entirely convincing, this is immediately punished.
Amazon surprised me positively, especially with the strong growth at AWS. However, I unfortunately sold half of my position two weeks before the earnings because the share price had previously been weak and I had expected a setback. Well, in hindsight that was probably not a good time. You're always smarter afterwards. 😄
How did you do with earnings?
My earnings have been rather mixed so far. 😅
I was particularly disappointed with Uber. Revenue growth was there, but margins and the outlook were weak. Nevertheless, I remain invested for the long term because I see great potential in the platform.
Arista also disappointed me. Many investors are currently very nervous about anything to do with AI and data centers. Due to the already high valuations and the FOMO in the market, even small disappointments immediately create selling pressure. If the forecasts are not entirely convincing, this is immediately punished.
Amazon surprised me positively, especially with the strong growth at AWS. However, I unfortunately sold half of my position two weeks before the earnings because the share price had previously been weak and I had expected a setback. Well, in hindsight that was probably not a good time. You're always smarter afterwards. 😄
How did you do with earnings?
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@EpsEra
Although Amazon has not done so well since the beginning of the year. That's why I thought that if the figures were good. Figures the share goes up well.
Mixed for me too. Chipotel was disappointing, and yesterday Elf Beauty really slumped. It doesn't look quite so good with stationary consumption.
I thought that if people were just saving, $OLLI might have to benefit from it.
Alphabet and Microsoft were quite okay.
Especially in terms of advertising revenue. That's why applovin did well yesterday.
Let's see how Innodata is doing today
Although Amazon has not done so well since the beginning of the year. That's why I thought that if the figures were good. Figures the share goes up well.
Mixed for me too. Chipotel was disappointing, and yesterday Elf Beauty really slumped. It doesn't look quite so good with stationary consumption.
I thought that if people were just saving, $OLLI might have to benefit from it.
Alphabet and Microsoft were quite okay.
Especially in terms of advertising revenue. That's why applovin did well yesterday.
Let's see how Innodata is doing today
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•@Tenbagger2024
That's right, consumer goods are currently performing rather sluggishly. I also have Walmart in my portfolio, slightly up, but nothing special. You're always smarter afterwards, you can't always just win. The important thing is to stick with it. 😊
I only recently added Innodata to my portfolio. I'm looking forward to the figures. If the forecasts are correct and the share price still falls, that would generally be a clear opportunity to buy more.
That's right, consumer goods are currently performing rather sluggishly. I also have Walmart in my portfolio, slightly up, but nothing special. You're always smarter afterwards, you can't always just win. The important thing is to stick with it. 😊
I only recently added Innodata to my portfolio. I'm looking forward to the figures. If the forecasts are correct and the share price still falls, that would generally be a clear opportunity to buy more.
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•Exciting report, I didn't know that one yet, cool update! 😄
I also think Infineon is mega strong, I'm invested there for the long term and want to expand the position. UpTech is also super interesting, especially because China is a leader in AI and robotics. It's just a shame that such stocks are often difficult to trade in this country. Do you have a platform through which you trade such stocks, or do you also tend to use the standard brokers?
I also think Infineon is mega strong, I'm invested there for the long term and want to expand the position. UpTech is also super interesting, especially because China is a leader in AI and robotics. It's just a shame that such stocks are often difficult to trade in this country. Do you have a platform through which you trade such stocks, or do you also tend to use the standard brokers?
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Also standard. I have an interesting value here that doesn't seem to be tradable either. $EVER
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•@Tenbagger2024
I wanted to hear your opinion on S&P Global. The company is a real data giant, but also a software player. And as the saying goes, "AI is eating software", and I think there's something to that. Many traditional software companies are currently under a lot of pressure, and some are already well into the red.
For me, the company is more of a defensive quality stock, not a classic growth stock, but solid and proven in the long term. Nevertheless, I am a little worried that the strong AI trend will cause growth to stagnate rather than really pick up again.
My buy-in is around €450, and the share is currently trading at around €430. I'm now considering whether I should halve the position in order to reallocate the capital to higher-growth stocks, or whether I might be making the same mistake as I did with Amazon, where I sold too early and the share subsequently performed strongly again.
How would you assess this, hold, reduce or rather buy more?
I wanted to hear your opinion on S&P Global. The company is a real data giant, but also a software player. And as the saying goes, "AI is eating software", and I think there's something to that. Many traditional software companies are currently under a lot of pressure, and some are already well into the red.
For me, the company is more of a defensive quality stock, not a classic growth stock, but solid and proven in the long term. Nevertheless, I am a little worried that the strong AI trend will cause growth to stagnate rather than really pick up again.
My buy-in is around €450, and the share is currently trading at around €430. I'm now considering whether I should halve the position in order to reallocate the capital to higher-growth stocks, or whether I might be making the same mistake as I did with Amazon, where I sold too early and the share subsequently performed strongly again.
How would you assess this, hold, reduce or rather buy more?
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@EpsEra
Great question. I've just read that this very topic will be discussed tomorrow in the Börsenlounge.
I don't know if you've seen it. It's on YouTube every day.
Great question. I've just read that this very topic will be discussed tomorrow in the Börsenlounge.
I don't know if you've seen it. It's on YouTube every day.
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•@Tenbagger2024
Thank you for the tip, I actually didn't know the channel yet. I'll subscribe right away. I'm really looking forward to tomorrow's episode, especially because the topic of the future of software companies and the influence of AI is super exciting. Then I'll stay invested in S&P Global for the time being until I can form a second opinion from the episode, I can always decide afterwards.
Thank you for the tip, I actually didn't know the channel yet. I'll subscribe right away. I'm really looking forward to tomorrow's episode, especially because the topic of the future of software companies and the influence of AI is super exciting. Then I'll stay invested in S&P Global for the time being until I can form a second opinion from the episode, I can always decide afterwards.
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