$APP (+0,17%)

The year 2024 came to an end. It is therefore worth taking a look at the leading stocks that put in an outstanding performance in 2024. The focus is on stocks that tended to belong to the second tier at the start of 2024. These are also companies with exciting stories that could ensure that the respective share continues to perform strongly in 2025.

AppLovin: Leader in mobile advertising and app marketing

AppLovin (APP) is a leading company in the field of mobile marketing and advertising ("mobile advertising"). It offers a platform for app developers that enables them to monetize their applications efficiently and increase their reach. The company provides technologies that enable targeted advertising and the analysis of user behavior. The AppLovin Growth platform product is particularly well known and helps developers to maximize the monetization of their apps through data-driven marketing and tailored advertising strategies. The big story playing out in the market is probably that AppLovin has established itself as an innovator in the "mobile advertising" space. Through acquisitions, such as the takeover of Adjust (a mobile analytics company), AppLovin has further strengthened its market position. The mobile marketing market is growing rapidly as more and more companies rely on mobile platforms to reach their customers. AppLovin is using this development to further expand its tools and develop new partnerships that improve the reach and effectiveness of its platform. The share performance in 2024 was tremendous. The share price shot up by over 700 %. The market capitalization amounts to a good USD 112.5 billion. This means that AppLovin is probably no longer a second-tier company.

Hello my dears,

I wish you all a happy and successful New Year.

Looking back, I have picked out the TOP stocks from the NASDAQ Composite.

The question arises as to whether any of you have had these companies in your portfolio or on your radar.

I often see here that the focus is mostly on companies from the S&P. Which I also think makes sense.

Just like Buffet "Only buy what you understand" BURGGRABEN

Risk arises when you don't know what you're doing.

However, if we pursue a core-satellite strategy, we should also take a look at these companies as small satellite positions.

What strikes me immediately about the top nine is that none of these companies generates a P/E ratio.

Personally, I always find it a little difficult to invest here, unless a profit is to be expected.

We also often look at the market capitalization, which is not very high for some of these companies.

Furthermore, some companies are followed by no or only a few analysts. There are then no estimates, which often makes analysis difficult.

In the case of biotech companies, we are often not involved in the topic at all.

As small investors, we are naturally at a disadvantage here in all respects.

We should therefore concentrate on the companies that we can assess.

I have also noticed that some companies can even have a very low P/E ratio.

Such as FreightCar America $RAIL (+0,25%) with a P/E ratio of 12.59 which falls to 10.88.

A quick glance shows me that the company has become profitable again. Which is perhaps responsible for the price increase. A detailed analysis might be worthwhile here. @BamBamInvest ?

The situation is similar at Citius Pharmceuticals $CTXR is making its first profits and the P/E ratio is even falling to 0.22. According to Eulerpool, I could see that they want to generate a profit of 50mn in 2026, which will be increased to 189mn next year. The EbiT margin will then be 50% in 2026 and will continue to increase. (Maybe put it on the watch. ( ATTENTION PENNYSTOCK highly speculative)

At Kingstone Companies $KINS the chart looks like a flagpole. Nevertheless, the P/E ratio of 10.04 is not too expensive for an insurance company that has just become profitable.

Sensus Healtcare $SRTS (+0%) has a P/E ratio of 12.58, which falls to 8.15 due to further growth. The company has just returned to the 200-day line, perhaps a good time to enter the market.

Home - Sensus Healthcare

I think this is a small selection of companies which, despite a remarkable performance in 2024, still have an acceptable P/E ratio.

It might be worth analyzing other companies from the overview in more detail.

I myself was briefly invested in Willis Lease $WLFC (+0%) until I was thwarted by a stop loss. Volatility is to be expected with low market capitalization.

I am still invested in $APP (+0,17%) AppLovin and $INOD (-0,37%) Inodata.

As I have seen, some are still invested in $HOOD (-0,06%) invested.

I would be interested to know if you are invested in companies from the overview and what do you think about investing in rather small, often unknown companies from the NASDAQ Composite. Do you see too much risk here, or rather potential to push the portfolio?

Please do not regard this as an investment recommendation. Rather, let's discuss it. I look forward to your comments.

Hello everyone, the tops and flops at the end of the year.

With Aixtron $AIXA (+0%) I myself had a big flop in my portfolio. But for 2025 I am quite reliable with Aixtron.

AppLovin $APP (+0,17%) and Nvidia $NVDA (+0,6%) were then my top stocks.

Which stocks were top and flop for you?

Which flop stocks are you confident about in the new year?

Will the top stocks continue to be top?

Hello everyone,

At the end of last year, I published my "top picks list" here, in which I presented the stocks that I have put on my watchlist for 2024 and am also partially invested in (unfortunately not in all of them 😁).

At the time, I had compiled a list of stocks recommended by well-known analysts and put them through "my requirements profile". The original 100 stock ideas then became the list below. A year later, I'm looking back. This was the performance:

🟢 $TMUS (+0,33%) +1,63%

🟢 Sterling Infrastructure: +100.68%

🟢 $CRM (+0,1%) Salesforce: +28.14%

🟢 $RR. (+0,12%) Rolls-Royce: +92.56%

🟢 $MOD (+0,11%) Modine Manufacturing: +98.68%

🟠 $MHO (+0,1%) M/I Homes: -1.46%

🟢 $META (-0,03%) Meta: +68.52%

🟢 $MCD (-0,01%) McDonalds: +0.14%

🟢 $MA (+0,21%) Mastercard: +26.26%

🟢 $ISP (+0%) Intesa Sanpaolo: +45.44%

🟢 $ISRG (+0,75%) Intuitive Surgical: +59.62%

🟠 $GCT Gigacloud Technologies: -0.66%

🟢 $FDX (-0,04%) FedEx: +11.11%

🟠 $LPG (+1,02%) Dorian LPG: -47.70%

🟢 $COST (+0,13%) Costco: +43.34%

🟢 $US1011372067 Boston Scientific: +63.23%

🟢 $BKNG (+0,1%) Booking: +44.19%

🟠 $ABX (+0,37%) Barrick Gold: -14.73%

🟢 $APP (+0,17%) Applovin: +753.81%

🟢 $GOOG (+0,06%) Alphabet: +39.28%

🟢 $AMZN (+0,02%) Amazon: +48,05%

🟢 $ANF (+0,8%) Abercrombie & Fitch: +69.99%

As you can see, my stock ideas have done quite well. $APP (+0,17%) with +753.81% was of course a big hit. $DORIAN With -47.70% it was a pipe-dropper.

🔥 I'm currently working on my top picks list for 2025. If you're interested, I'll be happy to share it again and put it up for discussion!

💬 What were your top picks in 2024? And what were the losers? I will reply to every comment and give you a brief assessment.

#stockanalysis
#watchlist

Podcast episode 69 "Buy High. Sell Low."

Subscribe to the podcast to make 2025 good.

00:00:00 Portfolio Max

00:30:00 Portfolio Juri

01:22:00 Portfolio Stephan

Spotify

https://open.spotify.com/episode/21rBlhDGjWHtKgUnAWB1Zj?si=AWdM-sIdReWRfMGyCwt0DA

YouTube

Apple Podcast

https://podcasts.apple.com/de/podcast/folge-69-jahresr%C3%BCckblick-portfolio-performance/id1695869891?i=1000681721764

$MSFT (+0,12%)
$PLTR (-1,9%)
$MSTR (-3,49%)
$BTC (-2,04%)
$AMD (+0,16%)
$COIN (-0%)
$NOVO B (+1,29%)
$APP (+0,17%)
$SNOW (+0,24%)
$IWDA (+0,02%)
$BLK
$SOL (-4,15%)

No inclusion in the S&P 500 - These stocks are now plummeting! $COIN (-1,87%)
$TTD (-0,12%)
$APP (+0,17%)

Investors are fleeing the stocks of their recently celebrated favorites such as AppLovin or Coinbase on Monday. Double digits at times!

Summarized for you

Investors flee AppLovin and Coinbase shares.

AppLovin and The Trade Desk fall sharply, up to -17.5%.

S&P 500 rebalancing influences share prices significantly.

In contrast, shares of Apollo Global Management and Workday gained as their inclusion in the S&P 500 was announced. Workday gained up to eight percent on the trading floor. $APO (-0,47%)
$WDAY (+1,92%)

https://www.wallstreet-online.de/nachricht/18801086-anleger-ergreifen-flucht-aufnahme-s-p-500-aktien-knallen-runter

$APP (+0,17%) So the performance is already incredible.

Do you think there's more to it? I've been following it for a short time now and I really think that the end has been reached.

Hello everyone

I wanted to know what you do when a stock in your portfolio has risen sharply. In my case it concerns the two shares$PLTR (-1,9%) and$APP (+0,17%) n, which have performed very well. As a result, the ratio between ETFs and shares in my portfolio has shifted somewhat.

How would you proceed in such a situation? I am looking forward to your opinions.

Thank you very much!

$APP (+0,17%) I have now taken out my stake here after almost quadrupling it.

Gives me a little $SMCI Vibes, valuation is now quite high. Nevertheless, I am convinced in the long term and will let the rest continue. The amount will probably go into $ELF (+0,24%) (everyone is buying here right now xD).