Just sold $NOW (-6%) for an 8% gain. The more I think about it, the more I realize this type of company just isn’t my style. I already have enough exposure to this type of companies through $IUIT (-5,58%) that’s a position I keep adding to every month.
Now I’ve got €450 to put to work. I’m debating between adding to $FWRG (-2,75%) and $IUIT (-5,58%) (roughly 70/30) or opening a new position in $MA (+2,74%).
$MA (+2,74%) feels much more like my kind of investment… a quality compounder with a strong moat and predictable long-term growth. At current prices, it also looks like a pretty attractive entry. I don’t think we ever get this type of price again.
Curious to hear your thoughts and I’m also open to suggestions 🫡
