Market levels are getting crazy Wheres the value

Market levels are getting crazy. Where’s the value? 📈🤔

Let’s be real: finding quality companies at a fair price right now is a goddamn nightmare. Everything feels overpriced, and I’m not willing to sacrifice my margin of safety just because of the hype.

I’m sitting on cash and being patient. I know what I want, I’m just waiting for the market to give me a better entry point. These are the fortresses on my Watchlist:

Expanding current positions: $GOOGL, (-0,22%)
$META (-0,3%) .

New targets: $AMZN (-0,33%) , $MEDP (-17,78%) , $ASML (-0,76%) , $AIR (-0,53%) (Airbus), $RMS (+0,06%) (Hermès) and the Greek gem $KRI.AT (Kri Kri Milk).

What about you? Which companies are you stalking right now?

Hendan@Hendan

I think ASML is slightly undervalued therefore i will increase my position at the end of the month

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Cris PER@Cris_swz

@Hendan In my opinion, it’s one of the best European companies, but it’s at a very high valuation, currently at a P/E ratio of 37, when its average has been around 30. It’s not a buy for me right now 😔

trade_whisperer_ehura@trade_whisperer_ehura

11H

Airbus is at a good value right now. I wouldn't wait for a better time.