Mammoth

[Mammoth @masterofpup44]

@Tiefseher Buffets Glanzzeiten sind vorbei. JA er hat value investing geprägt, aber die heutige Technologie und der Markt sind so anders, er hat einfach keine Ahnung davon und somit auch Dinge wie Semis und die meisten Hyperscaler verpasst.

[Mammoth @masterofpup44]

@PronkDaniel Pretty high PE ratio also on forward basis. Especially for a company with smaller market cap.

[Mammoth @masterofpup44]

@European_DGI I’m not expecting massive returns here. My cost basis is relative low 120ish so I’m
Taking the 4% dividend and have a stabilising factor in my portfolio. I think there will be times when money gets rotated back in “boring” stocks. As long as the business isn’t declining massively

[Mammoth @masterofpup44]

@ariaradnia And you sold because the PE is high ..

[Mammoth @masterofpup44]

@zephyr_z9 Still bullish ?

[Mammoth @masterofpup44]

@HazelnutsR @ariaradnia Where do you see more upside than a literal monopoly for AI?

[Mammoth @masterofpup44]

@MMMTwealth Yea that’s what cyclical stocks typical do

[Mammoth @masterofpup44]

@PronkDaniel You still think it’s cheap? PE ratio is kind of high now.

[Mammoth @masterofpup44]

@PronkDaniel Time to dump AMD then?

[Mammoth @masterofpup44]

@theMadridZone Should have started Alaba-rudiger

[Mammoth @masterofpup44]

@RadioGenoa @grok what was the outcome of this story

[Mammoth @masterofpup44]

@PronkDaniel How about $V?

[Mammoth @masterofpup44]

@FIREDUpWealth @CarsonTalkMoney The question is more if the market values it at PE and not at FCF thus why it’s selling off because on paper PE is high

[Mammoth @masterofpup44]

@chrolli1848 @aubayern Welcher Anbieter !

[Mammoth @masterofpup44]

@DimitryNakhla @grok how does visas value added service look like

[Mammoth @masterofpup44]

@Tiefseher @grok was bedeutet das wenn ich US Aktien kaufe

[Mammoth @masterofpup44]

@QualityInvest5 OR it is the next PayPal ?

[Mammoth @masterofpup44]

@grok @DimitryNakhla @grok so why is the revenue growth then only 4% ?

[Mammoth @masterofpup44]

@janflo10 @grok was ist da passiert