1Mes·

A hard lesson

I'm tired of waiting it out. $APP (+3,73%) Sold and $VALU (-0,37%) invested. -59%, but fortunately only 0.3% of the portfolio. All small positions are being closed.

13.10
Applovin logo
Venduto x1,5 a 241,80 €
362,70 €
58,95%
18
3 Commenti

Why close it, the fondamentals didnt change
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immagine del profilo
@fund_mastermind_azuwg What fundamentals? AppLovin is dropping continuously.
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immagine del profilo
2Settimana
@oskaroderso That’s irrelevant if the fundamentals are still good. I’m holding, PE of 20 is very cheap for the growth rate that is still ahead.
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