Thank you for the explanation my dear.
A great example for me this week is $SPGI.
I bought it because it's rare to find such quality at such a relatively 'cheap' price.
Other examples as you have already mentioned, $MSFT Or actually the entire software sector 😭
How do you see it at $SPGI, I would be interested in your well-founded assessment 💪🏾
A great example for me this week is $SPGI.
I bought it because it's rare to find such quality at such a relatively 'cheap' price.
Other examples as you have already mentioned, $MSFT Or actually the entire software sector 😭
How do you see it at $SPGI, I would be interested in your well-founded assessment 💪🏾
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@ShindyDeanMartin Thanks for your comment - great quality stock. I only had a quick look at S&P Global and deliberately did not do an in-depth analysis, but rather a superficial fair value classification. On the basis of conservative EPS growth of around 10-11% p.a., I consider a fair value corridor of around USD 520-580 (around EUR 480-535) to be plausible, based on a time horizon of around 1.5 to 2 years, i.e. as a medium-term orientation value and not as a short-term price target. Technically, the picture is not yet completely clear in the short term, as the relevant SMAs have been breached to the downside - I see this effect lasting for weeks to a few months. Fundamentally, however, the entry is a good fit for me: a quality buy with a medium-term horizon, where patience is more important than perfect timing.
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•@Liebesspieler Wow, thanks for your assessment!
That's exactly how I see it too. My fair value was also around €550-600.
As long as the AI issue is not backed up with real figures, it's sentiment noise, not a structural problem.
I believe in the business model and see AI, if then as an enhancer, and not as a destroyer of the business model.
That's exactly how I see it too. My fair value was also around €550-600.
As long as the AI issue is not backed up with real figures, it's sentiment noise, not a structural problem.
I believe in the business model and see AI, if then as an enhancer, and not as a destroyer of the business model.
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•@ShindyDeanMartin I'm definitely keeping my fingers crossed 👍
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•@Liebesspieler Thank you, me too.
By the way, a little feedback, I always find the knowledge you impart outstanding, keep it up 👍🏽
By the way, a little feedback, I always find the knowledge you impart outstanding, keep it up 👍🏽
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•@ShindyDeanMartin That's super nice of you! Thank you ❤️
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