1Sem.·

📡 Added to my Telefónica Position

Today I increased my $TEF (-0,27 %) position, which is part of my Blue Chip Fibonacci Portfolio.

Many investors overlook traditional telecommunications companies, but I continue to appreciate businesses that generate recurring cash flows and provide essential infrastructure. Telefónica is a leading telecommunications stock, providing mobile, broadband, and digital services to millions of customers across Europe and Latin America.

I'm not expecting overnight results. The goal is to accumulate quality businesses, manage risk, and let the market do its work over time.

#trading
#long
#tef
#telefonica
#stocks
#telecomunicaciones
#telecom
#bluechipfibonacci
#spain
#españa
#mikeupegui

12.10

Telefonica

Acheté à 3,239 €

7 Commentaires

DividendenPapa@DividendenPapa

1Sem.

@MikeUpegui I’m also invested in telecom and curious how you see the threat from SpaceX. Do you think satellite connectivity could seriously disrupt common telecom business, or will it remain complementary to traditional mobile networks?

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Mike@MikeUpegui

1Sem.

@DividendenPapa at the moment, I don't see SpaceX as an existential threat to companies like Telefónica. The current market consensus seems to be that satellite connectivity will help close coverage gaps rather than replace fiber and mobile networks. Do you have SpaceX in your portfolio, by any chance?

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DividendenPapa@DividendenPapa

@MikeUpegui No, I do not have $SPCX in my portfolio.

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Mike@MikeUpegui

@DividendenPapa Under what circumstances would you consider purchasing $SPCX?

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Pelo@pelo

1Sem.

Not my target sector (i was invested in $ORA but it was not a good invest for me)

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Kini - Dividend Strategy@investron

I had it for too long and it was always cheap. And decided to finally get out. But I am not 100% this decision was emotion free. There is a 10 year revenue decline, but the price is highly attractive.
Wishing you the best of luck

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Mike@MikeUpegui

@investron Thank you very much

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