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Congratulations, great! I'm also thinking about reducing $RKLB a little. I have a nice 5-digit profit there. The tax just hurts a bit... :) But the other positions mentioned are also very exciting, I think I'll reallocate a little...
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@Migu11 Please don't remind me about the tax 🫣🫣 I've already paid the tax office for two trips to Japan this year..... At least I still get 60-70% back via the tax return, but the rest still hurts and it will take forever until May 2027.
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@PikaPika0105 lots of profit, lots of tax :-P
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@PikaPika0105 is always a pain, but also a gain... of course it only makes sense to sell if you expect a better return with 75% of the money than with the existing RKLB shares.
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@Klassi yes, if you put the 75% into a new tenbagger it's fine and there are definitely some.
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@PikaPika0105 I've just had a look at your new tickers, I find BONEX in particular very exciting, thanks for the tip. I'll take a closer look.
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@PikaPika0105 Medley currently generates 75% of its revenue via its recruiting platform. This is growing at a rate of 20% per year, but what makes you think that this is a 20-30x case?
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@Klassi because they are becoming the leading platform provider for the digitalization of the Japanese healthcare system. This digitalization is being strongly promoted politically and is also a response to demographic change and the shortage of skilled workers. Medley is involved in almost all processes there (patients, hospitals, pharmacies, dentists, care....) and is growing strongly. They are already the market leader in recruiting, and this is becoming apparent in the medical sector. They continue to grow diligently every year, but because they prioritize expansion over short-term profits, the stock is being punished despite the strong growth. M3, who are often compared to Medley as they are also active in digital health (but with a different focus) are worth almost 20 times as much. Medley is currently only worth €400m and that's why I see 20-30x, because I think they have the potential to develop into a company with a €10bn valuation. The market gives this in terms of volume and the company is moving in this direction, at least strategically, the share is still at the bottom (P/S = 2).
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@PikaPika0105 I took a look at their latest presentation and I like it. I also think that a lot of growth has not yet been priced in over the medium term. It will be exciting to see whether they can also grow outside Japan
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@Klassi Japan would be enough for the 20-30x story, but I also see potential for expansion, especially in Asia (excluding China). The recruiting business is also already active in the USA.
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