Сигналы
2
u/Rmunu-12gmunu
Reddit r/ValueInvesting
Винрейт
0.0%
доходность
-2.0%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
11 авг
$349.95
-1.8%
Author is up ~80% on GOOG and still believes in it long term. The post questions whether selling a compounding winner to rotate is worth it; holding avoids taxes and preserves upside. GOOGL remains a long-term hold rather than a rotation candidate. If GOOGL fundamentals deteriorate or valuation becomes extreme, holding winners could give back gains.
Author is up ~80% on GOOG and still believes in it long term. The post questions whether selling a compounding winner to rotate is worth it; holding avoids taxes and preserves upside. GOOGL remains a long-term hold rather than a rotation candidate. If GOOGL fundamentals deteriorate or valuation becomes extreme, holding winners could give back gains.
Гиперскейлеры
Лонг
11 авг
$502.17
-2.3%
Author is up ~40% on MSFT and still believes in the company long term. The author’s math shows that holding a growing position requires increasingly smaller percentage gains to compound wealth. MSFT is better held than sold to chase an unidentified undervalued Mag 7 name. Another Mag 7 stock may genuinely be undervalued and could outperform MSFT; concentration risk also remains.
Author is up ~40% on MSFT and still believes in the company long term. The author’s math shows that holding a growing position requires increasingly smaller percentage gains to compound wealth. MSFT is better held than sold to chase an unidentified undervalued Mag 7 name. Another Mag 7 stock may genuinely be undervalued and could outperform MSFT; concentration risk also remains.
Гиперскейлеры
Показано 2 из 2 коллов · сортировка по упоминаниям
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У u/Rmunu-12gmunu на Buzzberg отслеживается 2 торговых идей по 2 тикерам с августа 2026. Чаще всего покрывает: MSFT, GOOGL.
