Podcast episode 78: "Buy High. Sell Low."

Subscribe to the podcast to help Münzi rise to 400$.

00:00:00 Market overview

00:12:40 Palo Alto Networks $PANW (-3,05%)
$CRWD (-6,19%)

00:29:00 Nebius Group $NBIS (-13,18%)$TEM

00:52:00 Coinbase & Bitcoin $COIN (-7,3%)
$BTC (-1,02%)

01:17:00 Election programs: The Left, BSW, Volt

Spotify $SPOT (-3,66%)

https://open.spotify.com/episode/5u7nL29RbT9cZrVDZ9ATv0?si=0gSaCyjvTBKwHvkcFkVFlw

YouTube $GOOGL (-2,28%)
$GOOG (-2,32%)

https://youtu.be/Y0dcaNwLfW8

Apple Podcast $AAPL (+0,26%)

https://podcasts.apple.com/us/podcast/folge-78-coinbase-palo-alto-nebius-wahlprogramme/id1695869891?i=1000693370783

#podcast
#bitcoin
#coinbase
#krypto
#spotify

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?

The following shares reached a new 52-week high in the course of yesterday:

Meta $META (-1,11%)

Netflix $NFLX (-1,73%)

Costco $COST (+0,22%)

Walmart $WMT (-2,31%)

Crowdstrike $CRWD (-6,19%) (forgot what happened in the summer)

Spotify $SPOT (-3,66%)

Hims & Hers $HIMS (-26,15%) (now the best stock YTD)

Duolingo $DUOL

Hilton $HLT (-2,82%)

Interactive Brokers $IBKR (-2,25%)

Moody's $MCO (-0%)

Sharkninja $SN

Congratulations to all investors and Happy Weekend!

Hello,

I currently have 5000€ that I would like to invest in individual stocks. I am following a core satellite strategy and as I am still young and in training, I am a bit more risk-averse (hence the relatively small core of 50%).

I would like to invest in stable growth stocks on the one hand, but also take a little more risk on the other.

My current plan would look something like this:

500€ $NU (-11,11%) (came across Nu through the community)

700€ $NOVO B (+5,32%) (upgrade to 1000€)

1000€ $GOOGL (-2,28%) (stable outperformance of the market)

1000€ $ASML (-0,72%) (monopoly position and good future prospects)

1000€ $CRWD (-6,19%) /$PLTR (-3,33%) / $SNOW (-3,37%) (some of the stocks have done very well, so I'm a little unsure exactly which ones and whether I'm still waiting for a correction in the respective stock. But I find cybersecurity, cloud and big data very interesting with a lot of future potential)

I am also watching, for example: $SOFI (-4,68%) , $SHOP (-5,86%) , $MELI (-4,31%) , $ENR (-4,27%) .

If you have any suggestions for improvement or ideas as to which companies could benefit my strategy, I am open to them. Perhaps also expand other existing positions

Thank you very much#

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?

Constellation Software $CSU (-0,46%) is one of the top companies on my watch list with one of the best sales charts I have ever seen. Do you have the company on your radar?

Even Salesforce $CRM (-2,41%) , Shopify $SHOP (-5,86%) or Crowdstrike $CRWD (-6,19%) are sweating...

The following companies reached new all-time highs yesterday:

Amazon $AMZN (-2,39%)

Meta (formerly Facebook) $META (-1,11%)

Mastercard $MA (-0,3%)

Visa $V (-0,16%)

Crowdstrike $CRWD (-6,19%)

Raytheon $RTX (-2,14%)

Deere $DE (-2,08%)

Spotify $SPOT (-3,66%)

ServiceNow $NOW

On Holding $ONON

Congratulations to all who are invested!

Which of these shares do you have in your portfolio and do you enjoy? Or are you invested in these companies via ETF?

Hi, I want to use Sunday to ask you for your opinion on my portfolio. I'll give you my reasons for the positions briefly and concisely.

About myself. I'm 25 years old and am studying to become a mechanical engineer. That's why I'm currently holding a large cash position to bridge my time at school. The money will be invested once I have finished. I have only been more stable in my strategy for a year and made the typical beginner mistakes before that. I also hope to beat the market with my shares, but have been proven wrong in recent years. That's why I'm starting to build up a core.

For the rest, I am focusing on companies with a strong balance sheet and want to overweight the tech sector

$AMZN (-2,39%) I have due to the broad positioning. They have strong growth and, with AWS, an excellent market position in a future-oriented sector

$GOOGL (-2,28%) is for me one of the strongest companies in the world, they have an almost monopoly-like position in some areas

$ASML (-0,72%) an absolute monopolist in the chip sector, here I am betting on the blade manufacturer because I understand the system itself. I can't predict who will be ahead of the chip manufacturers in a few years' time. However, it won't work without the machines from Asml

$$UNH (-6,94%) has excellent growth opportunities in the USA as many people there do not yet have health insurance

$NOVO B (+5,32%) I bought with the view that diabetes cases will unfortunately increase worldwide and the weight loss injection sector will also continue to grow. It's just easier to take injections than to change your life fundamentally.

$CRWD (-6,19%) I see one of the strongest future sectors in the world. I picked them up when they crashed, because you can see in which areas they are involved everywhere. Without the crash I would have bought a sector ETF here.

$LIN (-0,84%) I expect the industrial gas sector to continue to grow steadily in the future. In addition, there is only one serious competitor in this market. I am not expecting a growth rocket here, but a stable anchor in the portfolio

$MC (+0,4%) Luxury always works and I think LVMH is well positioned here. Hermes would have been my other candidate, but it is too expensive for me.

$IWDA (-1,03%) I have been running a savings plan for a few months as I only really had a plan for how I wanted to invest about a year ago. It should become my core in the future, as you can clearly see that I have not been able to outperform the indices in recent years. Current savings rate is 500€

$BTC (-1,02%) I consider this to be future-proof after the Etfs and the announcements from various countries. This is also saved monthly with €75.

On the watch list would be stocks like:

$MSCI (+1,13%)

$MSFT (-1,57%)

$NET (-2,1%)

$UBER (-2,45%)

I look forward to constructive opinions and suggestions.

During my first year of investing, I bought a lot of shares that I didn't really understand what they were doing. In the course of my restructuring, I would like to reduce my number of shares from almost 30 to 15 in the long term. However, I want to do this over a longer period of time, as these are not bad companies.

Shares that I want to sell

Apple $AAPL (+0,26%)
Medpace $MEDP (-0,94%)
ResMed $RMD (-0,09%)
Shimano $7309 (+1,25%)
LVMH $MC (+0,4%)
Genmab $GMAB (+0,47%)
Pernod Ricard $RI (+2,31%)
Pilbara Minerals $PLS (-3,08%)
Sixt $SIX2 (-0,48%)
McDonald's $MCD (+0,5%)
Domino's Pizza $DPZ (-1,75%)
Crowdstrike $CRWD (-6,19%)
Salesforce $CRM (-2,41%)
Nvidia $NVDA (-3,63%)

Just to clarify, I am not selling these companies because they are bad companies, but because they no longer fit into my investment strategy. I will only invest in companies that are not included in the classic world ETFs, but which I nevertheless understand well.

My question would be what you generally think of this and in which order you would sell the companies listed (as they are listed, this is my preferred order)