What did I take with me?
It is not a crisis because >\=20% down but a good entry into tranches.
Which stocks were discussed?
$P911 (-4,36%) Unfortunately I've been in Porsche since 2023, when luxury comes back, the Chinese will buy Porsche and not locally
$ABX (-8,2%) and $NEM (-7,84%) Barrick and Newmont buy the shovels not the gold. Gold is for value preservation, not for speculation. I was invested in mines decades ago.
$MC (-4,14%) LVMH surprised me, I thought the air was out, will have a look.
$META (-4,44%) I finally understood how Facebook makes money. There's still a lot to come. First purchase?
$GOOGL (-2,74%) Yes, I've been adding to my portfolio since 25.
$H1PE34 Hewlett Packard Enterprise, I only knew it as a hardware manufacturer, here is the shovel for AI Ai chips.
$9988 (-9,39%) and $9888 (-7,66%) Chinese Baidu and Alibaba. I also had it 10 years ago, after the high it went down bloody. But will probably be seen again as a turnaround and cash flow for 2025.
$TTD (-5,16%) I was not aware of Trade Desk until today.
$22U Biontech became known as a corona profiteer, but is looking for the cancer vaccine.
These 10 stocks were discussed as stronger buys on the spot.
Which stocks are of interest to you, or where are you buying now?
