Morgan Stanley study on largest spend increases remains somewhat stagnant.
The top priorities remain:
•Cyber security
•Cloud Computing
•Business Intelligence and Data Warehousing
•AI & Machine learning
The top priorities remain:
•Cyber security
•Cloud Computing
•Business Intelligence and Data Warehousing
•AI & Machine learning
These have been the sector I started buying over the last year with a focus on the mid cap growth market.
Most business have declined 70%+ from their peaks and have been building bases over the past year.
Most business have declined 70%+ from their peaks and have been building bases over the past year.
Most of these business are trading near 2008 or all time valuation lows.
The TAM is incredibly big, these business have consistently shown a strong execution and moat.
The investment portfolio is now back near all time highs and about 50% have broken over their bases.
The TAM is incredibly big, these business have consistently shown a strong execution and moat.
The investment portfolio is now back near all time highs and about 50% have broken over their bases.
I mentioned some tickers I own as the portfolio like: $DDOG, $NET $MELI, $CRWD, $GOOGL, $AMZN and others.
I am positioning myself for the next business shift (already begun) with all tools to take advantage of the AI developments.
All of it at 10y+ low valuations.
I am positioning myself for the next business shift (already begun) with all tools to take advantage of the AI developments.
All of it at 10y+ low valuations.
I am aware of the risks the economy is giving us, but I am a buyer of businesses, I do not try to be too picky when I see such discounts.
$ARKK as a proxy for the $QQQ in 2001 indicates one potential leg down within the growth space into the end of 2023.
$ARKK as a proxy for the $QQQ in 2001 indicates one potential leg down within the growth space into the end of 2023.
I conducted a study a few months ago to check how many stocks actually headed lower within the Nasdaq during the last leg into 2003.
35% of stocks had already bottomed as the Nasdaq went to its final low.
I will not wait and risk missing these businesses at current valuations.
35% of stocks had already bottomed as the Nasdaq went to its final low.
I will not wait and risk missing these businesses at current valuations.
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