Сигналы
5
#842
Альфа-оценка 34.0
Dennis Follmer
CIO, Montis Financial
Винрейт
20.0%
доходность
-1.4%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
21 авг
$103.37
+2.4%
Despite being beaten down in the recent market rotation, quality software and SaaS companies have durable business models, are growing cash flows, and are successfully using AI to drive profits.
Тематические ETF
Лонг
21 авг
$299.96
-3.1%
Quality small caps offer better value and are well-positioned to benefit from lower regulation, stimulus from tax bills, and increased capital expenditures compared to low-quality speculative names.
Фондовые индексы
Лонг
21 авг
$51.50
-2.9%
Despite being beaten down in the recent market rotation, quality software and SaaS companies have durable business models, are growing cash flows, and are successfully using AI to drive profits.
ПО для ИИ
Лонг
21 авг
$92.72
-2.2%
European equities are attractive because they benefit from long-term GDP boosts due to infrastructure needs, new trade patterns, low inflation, and low interest rates.
Фондовые индексы
Лонг
21 авг
$200.01
-1.0%
Despite being beaten down in the recent market rotation, quality software and SaaS companies have durable business models, are growing cash flows, and are successfully using AI to drive profits.
ПО для ИИ
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У Dennis Follmer на Buzzberg отслеживается 5 торговых идей по 5 тикерам с августа 2026. #842 в рейтинге Buzzberg Alpha. Чаще всего покрывает: IGV, WDAY, IWM.
