I see in this forum how many of the shares $NU (-11,11%) , $PLTR (-3,33%) , $NVDA (-3,63%) , $HIMS (-26,15%) or even $MSTR (-6,56%) I have a tip: get to know the term "discounted cash flow (DCF)". In the end, the only thing that counts is how much money a company will really earn in the future.

Ben Graham: "In the short run, the stock market is a voting machine. But in the long run, it is a weighing machine.

If you buy or hold Nvidia today with a P/E ratio of 50 and want a return of more than 15% every year, the profit must increase by at least 25% every year without exception, and that over the next 10 years. In the case of Palantir with a P/E ratio of ~600, the profit must even grow by more than 50% every year, otherwise the big players will slash the price and fill their pockets at the expense of the stupid.

Currently holds $MSTR (-6,56%)
478,740 bitcoinswhich is more than any other company in the world. The current market value of these is around 49 billion US dollars. Michael Saylor is not afraid and is sticking to his own plan, because the next convertible bond issue is just around the corner.

Strategy announced in a press release on Thursday that it will raise a further 2 billion US dollars for Bitcoins by issuing a convertible bond.

The current market capitalization of $MSTR (-6,56%) amounts to approx. 82 billion US dollars.

...but slowly I don't know if this is all going in the right direction with $MSTR (-6,56%).

What do you think?

(yes, I'm just looking for confirmation that everything will definitely be fine soon 🥲)

After much deliberation and a lot of tax calculations, I decided to sell my long-time Nasdaq ETF. The P/E of ~40 was just too hot for me and the ever increasing weighting of bubble-like stocks like $PLTR (-3,33%) and $MSTR (-6,56%) (and a few others that don't excite me at all) really got on my nerves. In my X-Ray Holdings analysis, I saw how they kept creeping up - that was enough for me. What's more, my US and tech allocation has continued to grow in recent years. Not dramatically, but more than I would like.

So I completely liquidated the Nasdaq and reallocated the money: 75% into an S&P 500 Quality Aristocrats ETF $QUS5 (-0,17%) and 25 % into an S&P Global Quality Aristocrats ETF $QDEV (-0,79%) . I want to invest in companies that really make money and not just sell fantasies. The two ETFs are still fairly new and currently have little volume and AUM (I am aware of the risk). But they fit my strategy perfectly: only companies with at least 10 years of positive free cash flow (FCF), high FCF margin and strong ROIC. Exactly my thing! 🎯

Sure, the ETFs might take a while to get bigger, but I'm all about long-term quality and stable cash flows - no hype, no gambling! 🚀📈

If everyone is happy about $HIMS (-26,15%) and you're just sitting there with your $MSTR (-6,56%) shares you bought at 344€...

What is your current attitude towards it? $MSTR (-6,56%) ?

Buy, hold, sell?

And where do you see the share in the short, medium and long term?

Hey everyone,

For some time now I have been dealing with the topic of crypto, especially $BTC (-0,06%) . A lot has been happening here recently, see for example $MSTR (-6,56%) . What has given me food for thought, however, are some states in the US that are apparently on the verge of building up BTC reserves.

I had therefore thought about reorganizing my current savings rate a little, I am currently saving $IWDA (-1,03%) with €300 per month. However, I would also be interested in a $BTC (-0,06%) savings plan, so that the €300 savings rate is split between the two and you start small with €50 per month, for example.

What do you think? 😄

Would it be better to bluntly build up some portfolio value via the ETF or spread it out a bit and take BTC with you?

Thank you for your feedback!

Saylor's shopping spree continues.

$MSTR (-6,56%) announced again 7.633 Bitcoin for a total of 742.4 million US dollars at an average price of 97,255 US dollars.

This means that $MSTR (-6,56%) BTC holdings of now 478.740 BTC. These were purchased for a total of around USD 31.1 billion. This corresponds to an average purchase price of USD 65,033 per Bitcoin.