Let's continue with the quarterly figures😬

among others

$NVDA (-3,63%)
$HIMS (-26,15%)
$HD (-2,25%)
$LOW (-2,87%)
$CRM (-2,41%)
$SNOW (-3,37%)
$VST (-7,68%)
$TMDX (-4,22%)
$O (+1,37%)
$STLAM (-0,34%)
$AXON (-4,57%)
$KDP (+3,46%)
$DOM (+2,55%)
$INTU (-1,66%)
$ZETA (-7,04%)

$AXON (-4,57%) Does anyone have Axon on their radar? A massive sell-off after a downgrade from Northcoast. If there's nothing more to it, it's completely exaggerated!

Hims & Hers $HIMS (-26,15%) has recently had a strong run:

Performance YTD: +140%

Performance 1 year: +553%

Currently Hims & Hers $HIMS (-26,15%) with a price / sales ratio of 10,6x with an expected annual sales growth of >50% for the next 2 years.

Here you can see the ratio for other selected companies with expected double-digit sales growth for the next few years:

Tesla $TSLA (-4,32%) 11.7x (17% sales CAGR next 2 years)

ServiceNow $NOW : 18,5x (19%)

Shopify $SHOP (-5,86%): 18,7x (22%)

Robinhood $HOOD (-7,16%) : 19,6x (16%)

Intuitive Surgical $ISRG (-1,15%) : 25,4x (15%)

Axon Enterprise $AXON (-4,57%) : 26,9x (28%)

Duolingo $DUOL : 27,6x (35%)

Crowdstrike $CRWD (-6,19%) : 29,7x (25%)

Palantir $PLTR (-3,33%) : 94,7x (29%)

The comparison is, of course, a bit of a stretch, but it is still interesting to see how Hims & Hers $HIMS (-26,15%) stands relative to other companies.

What do you think?

Bill McDermott - ServiceNow $NOW

Glenn Fogel - Booking Holdings $BKNG (-5,35%)

Tobias Lütke - Shopify $SHOP (-5,86%)

Daniel Ek - Spotify $SPOT (-3,66%)

George Kurtz - Crowdstrike $CRWD (-6,19%)

Brian Chesky - Airbnb $ABNB (-5,19%)

Mark Miller / Mark Leonard - Constellation Software $CSU (-0,46%)

Calvin McDonald - Lululemon $LULU

Patrick Smith - Axon Enterprise $AXON (-4,57%)

Peter Beck - Rocket Lab $RKLB (-6,21%)

Have I forgotten someone?

From Monday, we can once again expect volatile stock markets due to the introduction of US tariffs for goods from Canada, Mexico and China.

Which companies are at the top of your on your buy list for a long-term investment if share prices fall in the near future?

For me it is these individual shares: ASML $ASML (-0,72%) , Palantir $PLTR (-3,33%) , Spotify $SPOT (-3,66%) , Airbnb $ABNB (-5,19%) , Constellation Software $CSU (-0,46%) and Axon Enterprise $AXON (-4,57%) .

And these ETFs: LS FAANG+ ETP $FAN1 , Nasdaq 100 $CSNDX (-1,63%) and S&P 500 $CSPX (-1,14%) .

Total return

1.425,88 €

True time-weighted rate of return

24.37 % That's my balance sheet from January! I am very happy with that! I have sold all my short-term trading positions. I built up my first positions for February yesterday and today. These are derivatives on $ADYEN (-0,84%) (MG9L2B) purchase yesterday at 4.15 $ZAL (-1,25%) ( UG0W0H) Buy today at 5.84 $NOC (+2,66%) (HT21L8) purchase day before yesterday at 1.10 I have planned purchases in $FTNT (-3,08%) ( JT7XG3) $AMZN (-2,39%) ( MJ5V94) $ADS (-0,81%) (ME44Y2) and for a little longer $AXON (-4,57%) (Ht1KYH) I am keeping the remaining powder dry in case there are great opportunities like last Monday.

In addition to my World ETF core, I would like to invest in the following shares (partly via a savings plan) in the coming year.

How do you rate these shares?

Which of them would you also take or do you already have in your portfolio?

$CRWD (-6,19%) - Crowdstrike

$CRM (-2,41%) - Salesforce

$AVGO (-3,16%) - Broadcom

$ACN (-5%) - Accenture

$SOFI (-4,68%) - SoFi

$MELI (-4,31%) - Mercadolibre

$TSLA (-4,32%) - Tesla

$AXON (-4,57%) - Axon

$NU (-11,11%) - Nu Holdings (possibly)

NASDAQ 100: $PLTR (-3,33%) and $MSTR (-6,56%) rise $SMCI must go

The US tech stock index NASDAQ is being shaken up. MicroStrategy and Palantir, among others, have opened a new chapter in their stock market history.

- Rebalancing of the NASDAQ 100 takes place

- Palantir and MicroStrategy celebrate inclusion in the NASDAQ 100

- Price gains ahead

The NASDA100 index lists the largest 100 companies from the tech stocks index that are not NASDAQ Composite that do not come from the financial sector. In addition to market capitalization, a strong daily trading volume is also decisive for inclusion in the index. The conditions were met by two stock corporations that were among the biggest investor favorites in 2024.

MicroStrategy and Palantir make it into the index

As the NASDAQ Stock Exchange announced on Friday after the close of trading, software companies MicroStrategy and Palantir have been included in the annual index review. $MSTR (-6,56%) and $PLTR (-3,33%) new members to the renowned stock market index. The adjustments will be implemented from December 23, i.e. one day before Christmas Eve.

It had already become apparent in the last few days that both $PLTR (-3,33%) as well as $MSTR (-6,56%) would make the leap into the NASDAQ 100 index. AI profiteer $PLTR (-3,33%) had topped the list of the largest NASDAQ companies by market capitalization that are not listed in the 100 index by a wide margin. $MSTR (-6,56%) also clearly outperformed most of the companies in question in terms of market capitalization.

Further share price gains ahead?

In the year to date, Palantir shares have already risen by well over 340%, while the largest shareholder at company level, MicroStrategy, has even seen an increase of around 540%. $BTC (+0,19%) -MicroStrategy, the largest shareholder at company level, has even risen by around 540 percent.

The inclusion in the index that has now been announced could further boost the share prices of the companies, because unlike the NASDAQ Composite, there is greater visibility in the more elite NASDAQ-100 stock market segment. The redesign of the index is also forcing ETF and fund providers to update their products and to Aktienkaufto replicate the new index. A look at the history also shows that this is regularly reflected in higher share prices: between 2014 and 2023, 85 companies were included in the NASDAQ 100, and their share prices rose by an average of 17% in the 12-month period following their inclusion, writes "The Motley Fool" with a view to possible share price potential.

Other index movers and shakers

Besides $PLTR (-3,33%) and $MSTR (-6,56%) have also $AXON (-4,57%) made it into the NASDAQ 100 index. Meanwhile, the criteria for remaining in the index were no longer met by $ILMN (-3,65%) , $SMCI and $MRNA (+6,04%) .

Editorial finanzen.net