1D·

Google

The figures were just too good - I had to go for it

On the WL for 1 year, now also in the portfolio.

25.04

Alphabet

Comprado x5 em € 151,23

€ 756,17

19 Comentários

Simon@SimonSays97

The figures were simply too good, so I have to short.

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Ph1l1pp@Ph1l1pp

Buy top?

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Memo0606@Memo0606

@Ph1l1pp what do you mean

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investment_guru_2035@investment_guru_2035

@Ph1l1pp Where do you see a top?

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He-Man D.@He-Man

@Ph1l1pp doesn't matter with the market situation 👍🏻

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BeachPlease@BeachPlease

@Ph1l1pp Joa, it's getting warmer, what size, color etc.?

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Ph1l1pp@Ph1l1pp

@He-Man are we looking at a different market situation?

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Ph1l1pp@Ph1l1pp

@Memo0606 S&P500 below resistance of $5500, escalation between Pakistan and India, negotiations regarding tariffs will, according to Bessent, take at least 2-3 years, macroeconomic development (no desire to elaborate) etc.

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He-Man D.@He-Man

@Ph1l1pp always get into the market. You won't hit the bottom anyway.

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Ph1l1pp@Ph1l1pp

@He-Man if you say so 🤷🏻‍♂️
I could also say that you won't outperform the S&P with individual stocks and still buy some

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He-Man D.@He-Man

@Ph1l1pp right.
Everyone as they see fit.

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Tenbagger2024@Tenbagger2024

Well done

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Intelligent Investieren@intelligent_invest_99

Why not half before earnings and the other half after earnings? That way you could have gotten your first batch for almost 10% less?

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C(r)ashBurner@Lumimyrsky

@intelligent_invest_99 to be honest, I didn't realize that there were already earnings

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Intelligent Investieren@intelligent_invest_99

@Lumimyrsky Whether 10% more or less, if you are at 150% in 3-5 years, it doesn't matter :)

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K@TechNav

Just for your information, the "new" figures are already priced in. Now you are buying with the optimism that the next quarterly figures will be EVEN better.

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Intelligent Investieren@intelligent_invest_99

@TechNav not quite right. Google's intrinsic value is far above the current price. At the moment, it is mainly priced in that Google Search is dying due to AI, which Google has impressively denied. Based on the free cash flows, the intrinsic value is €200 +, i.e. approx. 35% above the current value

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Intelligent Investieren@intelligent_invest_99

@Sen Even better. Youtube, GCP are undervalued in the share price.

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