1Anno·

Because of the contribution from @AndiOmsen I took a direct look at Frank Thelen's "SuperFond" and immediately had to smile.

Now I know where many very creative stocks have come from and keep bringing them back into play. Among Frank Thelen's top positions are, among others: $AWE (-0,73%) ; $HIMS (-3,84%) and $SOFI (-5,42%)

Keep on making your Thelen disciples 🤔😉😎

P.S. is $DRO (-4,09%) not even there?! 😆

8 Commenti

BamBamInvest@BamBamInvest

1Anno

@GordonGekko83 I had $SOFI 3 years earlier than him, and the same applies to $HIMS. In a different interest rate environment, people wouldn't be talking about him like that now. I also invested in some of my convictions far too early and steadily built up my position. (as you can easily see from my posts 😊) Things are going pretty well at the moment and I can't complain about $SOFI and $HIMS. If that makes me a Thelen disciple then I'm happy to be ✌️

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Haufen@DonPromillo

1Anno

@BamBamInvest sofie pleases me. First time in the plus with the share. Maybe it can stay there for a while.

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BamBamInvest@BamBamInvest

1Anno

@DonPromillo We will see, August/September/October could be difficult and volatile after the market has done so well. The reaction to the upcoming figures at the end of July will be interesting, I think we will run up a little further until then. The high short ratio of 18% could also cause us to break out to the upside, an exciting situation. But you shouldn't be surprised if we go back down again. $SOFI will benefit greatly from the interest rate cuts and the innocent, even if it could go down a bit in between.

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Haufen@DonPromillo

1Anno

@BamBamInvest Yes, you're used to roller coasters. Hehe

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BamBamInvest@BamBamInvest

1Anno

@DonPromillo If you can cope with that, the upside potential is enormous. I had also topped up further in the EUR 5 range and wanted to go further in, but as I was already very heavily weighted, I wanted to buy at least 2-3% below the entry level.

It's just like always, at first everyone talks about topping up if the price falls further, then the time comes and you lose heart. (Partly understandable, of course) now it is going up sharply and those who did not buy at 5 euros are now buying at 7 euros, although nothing has changed fundamentally or in the figures (but of course this also has to do with the 3.5-year break of the downward trend and some other technical chart signals).

If you are prepared to hold $SOFI - 5 years and then look at the situation in retrospect, I can well imagine that I would have bought for 5,6,7 euros. 🤘

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Stefan21@stefan_21

1Anno

✨️10X DNA Disruptive Technologies Fonds✨️
From the name alone you would have to rennen🏃‍♂️😂

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PikaPika0105@PikaPika0105

1Anno

But some of the stocks like $AWE are really not bad! Even Thelen can't break them :)

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dOk@doks

1Anno

@GordonGekko83 can you share Thelen's portfolio?

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