Any opinion on SAP ?
Stock dropped alot because of “AI eats Software”. Yet SAP is not (about) good software, it´s about process knowledge and operates more or less a ERP Monopoly.
I was looking at it today. I decided not to buy as although the price is OK, I’m waiting until the price is good.
If AGI can mimic human brains at an unprecedented scale,
I predict it will fall into depression and commit suicide within 3 nanoseconds after someone prompts:
rebuild SAP software so I don’t have to pay outrageous licence and maintenance fees
Safe bet.
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Looking for some constructive feedback and discussion
So I am after FIRE or CoastFIRE.
I maintain a satellite portfolio with 50% ETF amd 50% stocks.
I am now thinking if it is more wise to sell all stock holdings and put the proceeds into my ETF.
I feel I have been lucky so far but I can’t be luck for another 20y (I think).
Opinions?
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I personally would keep AMD, AMZN, META and switch the rest into ETFs.
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Good point but the initial positioning was almost the same
They grow naturally to what it is today
You would allow max what %?
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Maybe I’m chasing the market a bit, but bought oil refiners:
- PBF
- CVI
- DINO
- VLO
Good move if you want to de-risk. But…. there is also no rule keeping some single stocks from reaching 300% or more.
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SAAS companies too low to pass up. In the last weeks I bought:
- TEAM
- WDAY
- ADBE
- CRM
- MORN
- RELX
- FDS
- TRI
- ADP
- BKNG
- IT
- GDDY
- HUBS
- DOCU
145 trades in the last 30 days. Must be a record for me.
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Professional status pending!
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No NVDA?
In 3 days:
Unfortunately, the gains are outweighed by falls in other parts of the portfolio 
too much free capital in your account 
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I’m buying CRM hand over fist.
Why?
- It doesn’t look that profitable
- the FG graphs are also not very steep (11% CAGR from here)
Hello dear stockpickers
Any opinions on MSFT (Microsoft) and RI (Pernod-Ricard), 2 falling knives ?
When i watch the financial figures of the first one, it looks to be on sale compared to the others of the 7 magnificients
And I can’t believe that planet Earth will stop drinking alcohol, the only legal drug nearly everywhere. I watch it falling for nearly 2 years from 140€ to something around 63 €, it should stop at a moment or another… but who knows…?
I rate it a buy and actually bought it 2 days ago.
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I would try first to find out, it not already done, what happened back in May 2023 for the stock ever falling down since…
Btw don’t know if you saw but there is a merger in the air with Brown-Forman. That is also a stock Fundsmith dumped out of their fund recently.
Falling knife: ACN
another AI victim.
Microsoft… dropped substantially from recent highs. Could be interesting to enter (or just wrote an out of the money Put). What does the nice graph say about Microsoft?