As you've already noticed, $INTU is one of my top picks in the software sector. $NOW is also very popular with me (but I'm not currently invested there), even if @Klein-Anleger sees things completely differently.😘
And to the $ADBE advocates: they actually have a much bigger head licensing problem.🤷🏼♂️
And to the $ADBE advocates: they actually have a much bigger head licensing problem.🤷🏼♂️
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@Get_Rich_or_Die_Tryin I invested in $NOW and joined $INTU today. I have regrouped.
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@Klein-Anleger and what is your opinion of Intuit, are you as critical as you are of Service Now?
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•@Get_Rich_or_Die_Tryin Do you determine exit zones for your shares?
I am currently using Gemini to determine three scenarios. This results in three possible price zones.
Do you also do this and sell shares when a position is relatively high, or do you let everything run?
I am currently using Gemini to determine three scenarios. This results in three possible price zones.
Do you also do this and sell shares when a position is relatively high, or do you let everything run?
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•@capital_captain_2693 Since my portfolio has been dissected on a purely fundamental basis and is designed for the long term, I am currently sparing myself the definition of exit scenarios (although my prompt also provides price target zones, these are actually purely informational).
Of course, I follow the news flow, earnings etc. for all stocks. And if at some point the case should arise that my investment case for one of my portfolio companies is no longer intact, it would of course also fly. There are plenty of replacements available.👌🏻
Otherwise, my ETF holdings currently cap the maximum percentage of individual stocks in the portfolio. And I have also left room to breathe with the starting positions. Max. 5% per value is my cap. I would actually trim the position above that.
Of course, I follow the news flow, earnings etc. for all stocks. And if at some point the case should arise that my investment case for one of my portfolio companies is no longer intact, it would of course also fly. There are plenty of replacements available.👌🏻
Otherwise, my ETF holdings currently cap the maximum percentage of individual stocks in the portfolio. And I have also left room to breathe with the starting positions. Max. 5% per value is my cap. I would actually trim the position above that.
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@capital_captain_2693 I am not yet fundamentally grounded in my opinion at $INTU, so I am not yet making any firm assertions 😅
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4Mês
@Get_Rich_or_Die_Tryin not sure if you use the software or know people who do but it's going to be tough for $INTU. Recently, booksellers have been experimenting more and more with AI. Not a switch of course, but they are playing around with it a lot. Hope you've factored the risk into your price.
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•@TechNav Thank you for your assessment. I am looking into it quite intensively, yes. Experimenting doesn't cause me any stress for the time being.
As soon as you get to the subject of proprietary data, it's probably going to be rather tight for most AI models at the moment. At the moment, I'm still quite relaxed about it, but I'm following the news flow etc. very closely.
As soon as you get to the subject of proprietary data, it's probably going to be rather tight for most AI models at the moment. At the moment, I'm still quite relaxed about it, but I'm following the news flow etc. very closely.
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