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The W.
@thewolfofallstreetz
1Anno·

These 10 companies will be in the spotlight next week 📊🔥

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Homer@Simpson
1Anno
Half of this in the savings plan 😂👍
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The W.@thewolfofallstreetz
1Anno
@Simpson Good boy! ;-)
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He-Man D.@He-Man
1Anno
@Simpson only half???😜
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Homer@Simpson
1Anno
@He-Man Yes, somehow I'm only convinced by $CMG $GOOGL $FICO $AMZN $HLT from the list 😂
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Tenbagger-Capital@Tenbagger-Capital
1Anno
@Simpson I hope we can maybe buy more somewhere cheap.
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Homer@Simpson
1Anno
@Tenbagger2024 In a few years' time, we'll look back and think, oh, we bought cheaply back in 2025 😂👍
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Dussel D.@DusselDuck
1Anno
@Simpson only half? I am disappointed! 😂
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TaxesAreTheft@TaxesAreTheft
1Anno
Am long FICO and AMD
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The W.@thewolfofallstreetz
1Anno
@TaxesAreTheft Top. Have you been with both of them for a while? What are your plans with them?
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TaxesAreTheft@TaxesAreTheft
1Anno
@thewolfofallstreetz Are both calls. I am a big fan of fico, but had to sell due to a deposit transfer.
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Georg@G_with_shares
1Anno
I can't wait to see if the absolutely crazy $PLTR trip continues. Since I'm invested, I really hope so.
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The W.@thewolfofallstreetz
1Anno
@G_with_shares Same - do not plan to sell.
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Joris@Joris
1Anno
@thewolfofallstreetz sell? Never! Just thinking about doubling my position. But then my nice EK co. €20.98 is gone and shoots up to €34 😅 but if there's more money in it, more can work.
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The W.@thewolfofallstreetz
1Anno
@Joris Haha no, no one will take them away from us for a while. Buying more now? You are brave. I wouldn't chase them at the moment with a P/S of 70x - despite all the positive drivers.
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Joris@Joris
1Anno
@thewolfofallstreetz yes think leave my position as it is now and look for new opportunities. Dared to go long on a knock out for palantir again today. Sold 20% plus.
But as before, it was just too exciting and too stressful 😅 stop when it's at its best.
Maybe buy shares normally and take something with you. Do you see any opportunities right now?
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The W.@thewolfofallstreetz
1Anno
@Joris Cool, good for you. I'm keeping an eye on a few things, but it's hard to find good deals on quality companies at the moment. I find ASML interesting and opened a position this week: Still 30% away from the 52 week high. P/S is below the 5-year median and in my view in a historically favorable range of less than 10x. Fundamentally, it also fits: sales are pointing in the right direction, margins are stable, so profits and cash flows are rising. Net bookings are now also much more positive than last quarter.
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Joris@Joris
1Anno
@thewolfofallstreetz sounds good. I also bought one last year at €650 and sold it at €1000.
How long do you want to hold? Do you have a target price?
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Chris@1Chrischi1
1Anno
with 5 titles I am also there 🫶🏽
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The W.@thewolfofallstreetz
1Anno
@1Chrischi1 You mean already invested? Which ones?
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Dividendenopi👴@Dividendenopi
1Anno
I'm not watching, I don't want to put myself through the misery.🤷‍♂️
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