I'm always amazed at the companies you discover. Do you actually use an analysis program where you enter certain parameters that are important to you and it then spits out such companies for you?
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@Multibagger
My dear,
I have very different approaches.
I often look for interesting sectors.
Or companies that are experiencing hype, such as Eutelsat.
And then I pick out all the companies from the sector. After that, however, I'm only interested in companies with positive momentum.
In the case of Gilat, however, I looked at Israeli shares, so I only looked at one country.
What's hot at the moment and could fit into the portfolio. But I already have too much aviation in my portfolio again.
My dear,
I have very different approaches.
I often look for interesting sectors.
Or companies that are experiencing hype, such as Eutelsat.
And then I pick out all the companies from the sector. After that, however, I'm only interested in companies with positive momentum.
In the case of Gilat, however, I looked at Israeli shares, so I only looked at one country.
What's hot at the moment and could fit into the portfolio. But I already have too much aviation in my portfolio again.
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•@Tenbagger2024 Wouldn't it be better to first carry out a complete analysis of all companies in this sector, select them, prioritize them and then enter them in order to avoid overweighting? That way, you will discover a new interesting opportunity every week that may promise even more growth.
Just an idea!
Just an idea!
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@Multibagger
Yes, of course I do it from time to time.
But I also find it very difficult in some areas. These are often companies that are not profitable and perform very well. But here you really have to weigh up the risk/reward. That's why I almost always opt for companies that are already profitable or will become profitable.
It was really difficult with the drone suppliers, but I think AeroVironment was a good decision. And Gilat is also very profitable, unlike other satellite companies.
And in the end, we as small investors are far too little involved in the companies anyway. And we don't know exactly what will happen and how the company will expand. Any positive news is enough. That's why it's often difficult to choose the right company in the growth sectors.
Yes, of course I do it from time to time.
But I also find it very difficult in some areas. These are often companies that are not profitable and perform very well. But here you really have to weigh up the risk/reward. That's why I almost always opt for companies that are already profitable or will become profitable.
It was really difficult with the drone suppliers, but I think AeroVironment was a good decision. And Gilat is also very profitable, unlike other satellite companies.
And in the end, we as small investors are far too little involved in the companies anyway. And we don't know exactly what will happen and how the company will expand. Any positive news is enough. That's why it's often difficult to choose the right company in the growth sectors.
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•@Tenbagger2024
And the discovery thing is a problem anyway.
In principle, I'm constantly discovering new companies with great multiples and an exciting story.
And the discovery thing is a problem anyway.
In principle, I'm constantly discovering new companies with great multiples and an exciting story.
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•@Tenbagger2024 then I have a new challenge for you. Germany wants to develop a cyber dome together with Israel. I wonder who would benefit from this? $PLTR ? Who else?
https://www.n-tv.de/politik/Dobrindt-will-mit-Israel-einen-Cyber-Dome-aufbauen-article25867088.html
https://www.n-tv.de/politik/Dobrindt-will-mit-Israel-einen-Cyber-Dome-aufbauen-article25867088.html
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@Multibagger
I could imagine that $ESLT should benefit here.
I could imagine that $ESLT should benefit here.
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•@Multibagger
How do you see gogo on the chart? Is there a consolidation coming? Where do you see a good entry price?
How do you see gogo on the chart? Is there a consolidation coming? Where do you see a good entry price?
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@Tenbagger2024 It would either have to rise above 13.50 or come back to 9.50, I would say.
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@Multibagger
Are you also interested?
Are you also interested?
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@Tenbagger2024 Since I was at a party today, as I wrote elsewhere, I haven't looked into it any further. But I don't think so at the moment because I have other values in mind and my available capital is limited.
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