So all in now?
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@Psychedelic_Sunflower My post is aimed at the quality of the companies, not the current purchase. In my view, all the companies mentioned are very likely to be long-term compounders. A purchase at the current price levels depends on your return expectations and your risk appetite. For me personally, they are all too high for an interesting entry. Airbnb could become interesting if you believe in an acceleration of growth through the re-launch of Experiences and other services from the middle/end of the year. However, they first have to prove this. Of those mentioned, I currently only hold Lululemon - I have been a shareholder since mid-2024 and am up 70%. However, it will always remain a smaller position for me, as it is ultimately retail and I prefer companies with less competition and disruption potential.
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