1Ano
Why did you sell Cloudflare? No longer convinced by the company?
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@Krush82 Depends on the investment horizon....Long-term - Definitely. Medium-term - They are also solidly positioned. In the short term, I withdrew the money because I found other opportunities more interesting. I thought Bayer/IBM/Loreal had higher chances. And a month later, that hasn't changed! :) I'm still keeping an eye on them, but I'm not expecting any major growth in 2024 - rather another consolidation in the data security sector. That's when I'll get back in. An attempt, so to speak, against the adage Time in the market beats timing the market.
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1Ano
@Shareholder then good luck. I'm holding my position and continuing to build up via a savings plan and will be making the next 35% ;-)
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11
•@Krush82 Thank you very much! You too. You can't lose with this position! :)
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@Krush82 he certainly regrets today 😂
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1Ano
@VermoegenMitAktien Exactly, the next 35% could actually come sooner than I thought :-)
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@Krush82 whenever a stock is recommended by you then it performs😂 give us a few more suggestions where you see potential 😂
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@Krush82 Do you think it's still worth getting into Cloudflare as well as Crowdstrike Holdings? Cloudflare's figures for next year have already been teased, but in general I didn't find them that outstanding
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1Ano
@VermoegenMitAktien hahaha, I don't make any recommendations. At most, I use figures to say why I think company A is better than company B :-)
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1Ano
@VermoegenMitAktien After the sharp rise in Cloudflare, I would say that the annual performance has already been anticipated and that the share price will only rise again if there are really positive earnings surprises. I don't know what will happen with Crowdstrike, but I will remain invested and keep the savings plan running. We'll know more after the earnings
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@VermoegenMitAktien
Not really.
I rather regret the sell of Meta and especially SAP🙈🫨
At least IBM has worked out as expected....The French can at least be bought at a reasonable price😁😅
Not really.
I rather regret the sell of Meta and especially SAP🙈🫨
At least IBM has worked out as expected....The French can at least be bought at a reasonable price😁😅
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