Taurus Invests

Long term Investor 🇮🇪 Logical thinker 🧠 Bringing you on my journey as I invest in stocks with high conviction 📈

[Taurus Invests @taurus_trader]

5 Largest holdings as of close:

$NIO
$SE
$ABNB
$FB
$SQ

For my current investment strategy and size $FB is the only one I Wouldn’t classify as achieving Full position status in my portfolio.

Full positions- stocks I don’t plan to add immediately and happy with ‘folio weighting

[Taurus Invests @taurus_trader]

@fitz_keith Hi Keith, Have you any thoughts on $NKE current valuation

[Taurus Invests @taurus_trader]

“
The Dragon is coming to dinner and the only decision you’ve got to make as an investor is whether to be at the table or on the menu.” Enjoyed this quote from Keith on Chinese EV’s $NIO

[Keith Fitz-Gerald @fitz_keith]

In today's 5 with Fitz:

1 - Google's blowout, Meta and Microsoft $GOOG $META $MSFT
2 - Of course, China disagrees
3 - Google is fighting for its life $GOOG
4 - AMD down because analysts aren't "impressed" $AMD
5 - Thanks for nothing, fellas

https://t.co/5uScXkhoAf

[Taurus Invests @taurus_trader]

@MyWallStHQ These guys were dumping $META at $100. I’d take what they say with a pinch of salt!

[Taurus Invests @taurus_trader]

@wolfofharcourt Thanks big fella

[Taurus Invests @taurus_trader]

👋 $DOCU
🤗 $CVX

[Taurus Invests @taurus_trader]

😂😂😂

[Taurus Invests @taurus_trader]

First purchase of the year $BABA the ultimate Ark move @wolfofharcourt ?

[Taurus Invests @taurus_trader]

@wolfofharcourt

[Taurus Invests @taurus_trader]

@wolfofharcourt A story of empty promises

[Taurus Invests @taurus_trader]

@MyWallStHQ Link isn’t working for me

[Taurus Invests @taurus_trader]

@waldron_naoise Show that to the wild geese 😎

[Taurus Invests @taurus_trader]

@MyWallStHQ Is $META dead yet?

[Keith Fitz-Gerald @fitz_keith]

@taurus_trader Morning! Excellent question - thank you!💯😀

Valuation doesn't mean what it used to. Liquidity, leverage and computerization are all increasing as more money chases fewer quality stocks.

Caveats include the Fed and debt ceiling for now.

[Taurus Invests @taurus_trader]

@fitz_keith Do you think it goes higher in the next 12-18 months. Valuation looks stretched here and I can see contracting back to sub 200 over next few months.

[Taurus Invests @taurus_trader]

Management strongly believe market is undervaluing stock. $SSSS https://t.co/AZdv7mm2jy

[Taurus Invests @taurus_trader]

$NVDA doubling off lows in October. Take profits?

[Taurus Invests @taurus_trader]

Opened a position in $INMD no debt and strong profit margins in an industry that should thrive in the coming decades.

[Taurus Invests @taurus_trader]

@wolfofharcourt What are you doing to position yourself Wolf?

[Taurus Invests @taurus_trader]

Double Down on $TDOC @emmetlsavage @MyWallStHQ

[Taurus Invests @taurus_trader]

Tip of the hat @fitz_keith $FREQ

[Keith Fitz-Gerald @fitz_keith]

@taurus_trader @elonmusk Howdy! A super interesting stock. Not sure what's causing the current run but it's the kind of stock that could double in an instant if research pays off. I'd be more concerned with latching on using small position sizing than trying to hit a homer if that makes sense.