No qualifying author-owned investment thesis was confirmed in this post.
The author expresses a valuation opinion but provides no fundamental rationale or catalyst for the investment thesis.
Score4
Comments24
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I am looking to diversify in non-US stocks but can’t easily find any good buys. European ETFs’ components seem overpriced when taken individually and honestly I feel like those financial assets are a pitstop by european capital on the way to escape US volatility. I wouldn’t want to touch China as besides all risks, your investment from west is prone to be frozen/seized with one order.
What else? Let’s dump here with ideas of good undervalued firms.
From my side I feel like Stellantis is quite undervalued but I don’t want to put all my eggs in it.