MagnusMoneyMoves

24 | Investing to $1,000,000 before age 30 | Nordic | Masters in Econ | Not financial advice

[MagnusMoneyMoves @MMoneyMagnus]

📊 Portfolio Breakdown:

$HFG: 16.7%
$PLTR: 14.3%
$RKLB: 12.2%
$SE: 14.8%
$AMZN: 10%
$FOUR: 4%
$CPNG: 6%
$AMD: 12%
$HIMS: 9.2%
CASH: 0.2%
Diversified and ready for a green week! 🚀📈

[MagnusMoneyMoves @MMoneyMagnus]

@ariaradnia That is not what the theory states

[MagnusMoneyMoves @MMoneyMagnus]

@fredowb0b Hvilke typer af shorts laver du? Har et par spørgsmål? Må man sende en dm?

[MagnusMoneyMoves @MMoneyMagnus]

@wolfofharcourt Yes, but why that one in the sector?

[MagnusMoneyMoves @MMoneyMagnus]

@investseekers Why is it falling 10 pct?

[MagnusMoneyMoves @MMoneyMagnus]

@mathlonning Will it be free?

[MagnusMoneyMoves @MMoneyMagnus]

@mathlonning What are your core positions nowadays?

[MagnusMoneyMoves @MMoneyMagnus]

@GabGrowth Why did you skip on $CRCL?
Sorry I’m young and can’t afford SS
But wanna know your take

[MagnusMoneyMoves @MMoneyMagnus]

@dagensaktiedk Er det ikke være at fortælle folk du blot følger en pump and dumb artist, med en lille position?

[MagnusMoneyMoves @MMoneyMagnus]

@PerDahlstrm Would you buy today?

[MagnusMoneyMoves @MMoneyMagnus]

@TravisHoium Do you even beat the market? Most of your holdings is in a 50 pct drawdown

[MagnusMoneyMoves @MMoneyMagnus]

@the_zack_zhu Which one do you prefer?

[MagnusMoneyMoves @MMoneyMagnus]

@value_invest12 Did you sell $WW

[MagnusMoneyMoves @MMoneyMagnus]

$DUOL should not be down on this

[MagnusMoneyMoves @MMoneyMagnus]

@davey_juice Yes, it’s nice to see

[MagnusMoneyMoves @MMoneyMagnus]

@value_invest12 Why no $ROOT?

[MagnusMoneyMoves @MMoneyMagnus]

@davey_juice $ASML DCF (mid-point scenario) which I dont think they will reach
WACC: 8% | g: 2.5%
💰 Terminal value: €243B
PV FCF (’26–’30): €44B
→ EV ≈ €208B
Net cash €5B
= Equity ≈ €213B

💵 Fair value ≈ €540/share
vs. current ~€83

[MagnusMoneyMoves @MMoneyMagnus]

@InvestorMexican What is your take on $LGCY

[MagnusMoneyMoves @MMoneyMagnus]

$ASML DCF (mid-point scenario)
WACC: 8% | g: 2.5%
Terminal value: €243B
PV FCF (’26–’30): €44B
→ EV ≈ €208B
Net cash €5B
= Equity ≈ €213B

Fair value ≈ €540/share

what am i missing? $ASML