3Mês
not related to the topic, but what spoke for you in the massive sell-off for $ELF? there were already a lot of negative things coming together
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@trump as a short answer, what spoke against it? 😁 Have a look at the posts on this, there are a few posts from me on this, then I don't have to repeat everything. The tariffs are manageable, social media, Tik Tok and fires in LA were more of a problem. It's just such an incredibly strong brand, extreme growth in recent years and now further expansion, the products are really good and affordable and they are really strong in marketing/social media. My wife now also uses some products like face cream regularly, the products simply speak for themselves. ✌️
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•3Mês
@BamBamInvest I'll have a look at the posts, thank you. thought I had read something about lawsuits or something because of that
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•@trump Webcast and presentation 👍
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3Mês
@BamBamInvest Thank you, I will do that. What do you currently think of Visa and Mastercard?
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•@trump I tend to buy during corrections, phases of weakness or attempts to find companies that are misunderstood by the market. 😁
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3Mês
@BamBamInvest yes i know, you can see it in your portfolio. that's why i find your strategy so exciting. there is currently a sell-off, as $WMT and $AMZN are thinking about switching to stablecoins, as they would profit more. it's obvious that it won't catch on. that's why i thought the possibility might be exciting.
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•@trump yes, but I wouldn't call it a sell-off and it doesn't make Visa and MA obsolete, as they are firmly anchored. They are certainly great companies, but how much have they lost? 10% of the high .
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•3Mês
@BamBamInvest Yes, you are right. Another question: companies are currently highly valued for investing massively in ki. But what happens if some of these investments don't pay off? I think there was even a case with Microsoft. It's kind of exciting, how do you see it?
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