No qualifying author-owned investment thesis was confirmed in this post.
no investment thesis
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OK this might be a dumb f\*\*\* question.
I am still somewhat new and very picky. I have many great companies in my watchlist and, as for many, some SaaS/software that are getting wrecked.
I did not pull the trigger on many because they where too expensive. Suddenly, many of my watchlist are in the green pricewise: Topicus, Veeva Systems, Sectra AB and Wolters Kluwer.
Also, tomorrow two positions I am strongly eyeing are gonna report revenues: Deutsche Boerse, and Zeiss Meditec (a contrariant bet iam just waiting for some key sign to pull trigger).
Obviously, as for most, I don't have tens of thousand to allocate.
What would be your thought process? Invest in the least volatile ones? Spread all equally? Focus on 1 or two the most undervalued?
Appreciate your feedbacks :)