Non trovato

BVLGARI · 2024-10-18T15:19:51.897971Z

Hellas Investment Community, wie geht ihr mit Unternehmen um die euch vom Geschäftsmodell überzeugen, aber dauerhaft laufen? Notable mentions: $FICO $CTAS $MCO $SPGI $COST ich beobachte die Unternehmen alle schon länger und sehe zu wie sie mir davonlaufen. Bewertungstechnisch werden sie immer teurer und war auch zum Zeitpunkt des Erstkontakt schon extrem teuer. Jedes Mal beim analysieren entscheide ich mich auf neue sie nicht zu kaufen nur um ein paar Monate später zu sehen wie sie nochmal 20% drauflegen.. Wie gehr ihr an solchen Unternehmen ran? Wie bewertet ihr sie? Wie bekämpft ihr hier eure FOMO? Gut Rendite und beste Grüße aus Wien

BVLGARI

@BVLGARI

3Mes·

Hellas Investment Community,

How do you deal with companies that convince you of their business model but run permanently?

Notable mentions:

I've been watching all these companies for some time now and I'm seeing them run away from me.

Valuation-wise they are getting more and more expensive and were already extremely expensive at the time of first contact. Every time I analyze them, I decide not to buy them only to see them gain another 20% a few months later.

How do you approach such companies? How do you value them? How do you fight your FOMO here?

Good return and best regards from Vienna

10 Commenti

Hannelore@Hannelore

3Mes

Simply open a small one-off position at some point and then buy in dips via a savings plan. CTAS
was always too expensive for me and has been on my watchlist for 2 years. In the end, I just bought it now. It has also paid off with other companies.

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Tino@parlania

3Mes

Ignore them and find other companies that are more attractive according to your own criteria.

"You should never chase after a streetcar or a share. Just be patient: the next one is sure to come."

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BVLGARI@BVLGARI

2Mes

@parlania well I understand the approach, but these types of companies are so good, with a massive moat, incredibly great margin development and excellent capital allocation, that in my opinion there is little way around these companies in the long term. The point is that these companies fit my criteria exactly. I think it is important to keep a cool head here. Wait for a setback and then get in if necessary. Not being involved is not an option here, because it is precisely companies like these that manage to beat the market by a significant margin historically. Why should I invest in the second "league" just because these companies are relatively expensive at the moment?

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