I have had Pegasystems in my portfolio for about half a year and it is a very interesting, albeit highly speculative, trade for me at the moment. About 4 years ago, there was a $2 billion court judgment against the company for industrial espionage, which more than halved the share price (which is also almost half the market cap). This controversial verdict was overturned last year and I had already bought at €65.50, as in my opinion the market had reacted too little to this event. The price then rose to €110. Now, thanks to Trump's trade war, we are back at €65.50 and I am topping up again. An interesting software company in the business intelligence sector with high growth in all areas and a bit of AI fantasy on top.

By far the biggest sale of my investment career so far, I felt really queasy 😬😅. Pirelli is a great company in itself and I still think it's a good investment, but almost 25% Italy in the portfolio was still too much and I have a few ideas about where I could invest the money in a more growth-oriented way instead ($PEGA (+1,25%) and $DLG (+0%)). 21% profit is also a good investment. So in that sense, it's an investment that has worked out for me and I can now say goodbye with a clear conscience. Good luck to all those who continue to invest 🙌🏻