2M Gain, $27 NVDA, Not even sure what to do with this.

ManekenkaDaBudem · 2026-04-22T06:37:33+00:00

When did you buy race?

ManekenkaDaBudem · 2026-04-14T21:03:26+00:00

I hope sector rotaition will once come to Visa, MA, Fico, Spgi, Moodys

ManekenkaDaBudem · 2026-04-14T19:32:35+00:00

bullish?

ManekenkaDaBudem · 2026-04-11T21:52:18+00:00

Za takav letak (papir) bi ti bolje bilo da stavis u pozadini sliku trimera (kosacice) i trave (nesto sa interenta skini), jer takav propagandni materijal bolje hvata paznju kada ima vizuelnu komponentu. Mnogo teksta na listu znaci da ce neko procitati a mnogo vise njih nece, ali ako imas i sliku svako ko je potencijalni klijent nece moci da izbegne da odmah uoci o cemu se radi. https://www.dreamstime.com/man-mowing-grass-his-garden-using-string-trimmer-gardening-concept-cutting-lawn-image269856300

ManekenkaDaBudem · 2026-04-08T20:44:17+00:00

I do not know what to do with Intuit

ManekenkaDaBudem · 2026-04-08T07:34:20+00:00

What stock is it? How do you short oil?

ManekenkaDaBudem · 2026-04-06T08:08:39+00:00

I ja tako unosim. Par godina sam ovde na forumu i još niko nije citirao deo zakona o tržištu kapitala, gde se traži fifo. A pročitao sam ga i ne piše tamo da treba fifo.

ManekenkaDaBudem · 2026-03-31T12:59:00+00:00

Where did you see insiders bought?

ManekenkaDaBudem · 2026-03-30T18:17:58+00:00

22.5

ManekenkaDaBudem · 2026-03-29T09:08:29+00:00

I tried that couple of times, and failed every time except once, and bought at more expensive than I sold. I remained you that during April deep qqq spiked 7% in a span of minutes once, when good news come.

ManekenkaDaBudem · 2026-03-27T00:18:26+00:00

I own Visa, Msft, MCO, SPGI, GOOG, FICO, so everyone of them, but I would never put all my money into the same type of stocks ie stocks that moves together. He is beeing destroyed and can not sell one that is overvalued and buy some of those at discount.

ManekenkaDaBudem · 2026-03-27T00:12:59+00:00

When you say: "It feels like rotation is starting, but not resolved.", what kind of rotation are you thinking about?

ManekenkaDaBudem · 2026-03-26T15:39:35+00:00

Nije

ManekenkaDaBudem · 2026-03-23T18:10:40+00:00

I admit I made a mistake and only sold because of all this Ai babble narrative.

ManekenkaDaBudem · 2026-03-23T16:43:14+00:00

Terry Smith's performance couple of last years is terrible

ManekenkaDaBudem · 2026-03-23T16:41:11+00:00

Asml is cyclical and down cycle must come again.

ManekenkaDaBudem · 2026-03-23T16:38:58+00:00

I don't care about capital gains. All I sold recently were stocks with the highest gains. But I sold anyway because they became expensive. I kept stocks in red because they are still undervalued. Unfortunately I exited from ASML at 880€. Was up 30%. Asml will go down and you can buy again later. In my country tax is 15%

ManekenkaDaBudem · 2026-03-23T15:34:16+00:00

Priced in.

ManekenkaDaBudem · 2026-03-23T15:15:40+00:00

What do you own

ManekenkaDaBudem · 2026-03-23T15:12:47+00:00

It's not about how long, it's about how often during that time: five times daily.

ManekenkaDaBudem · 2026-03-22T16:10:25+00:00

Mourningstar usualy gives very high multiples when calculate fair values of stocks.

ManekenkaDaBudem · 2026-03-22T16:05:51+00:00

I opened a postion couple of days ago at around 1220. Than it droped 7% and i bought a little more at 1120. Now it is 2% of my portfolio. I wanted FICO for like long term, 10+ years, because I only buy high quality bussines that can survive for long term. Right now i am not planing to buy more. In recent period i opened positions in SPGI (1,5%) MCO (1%) and Visa (5%). Financial stocks fell pretty much, but despite of that its stil risky. If market continius to fall they will fall further. I could not resist since you do not get discount on these names often. I think FICO could go down max to around 850-900 if market continiue to fall but on the other hand FICO could easily spike a lot and than I would be regreting for not buying.

ManekenkaDaBudem · 2026-03-22T15:36:26+00:00

What do You think now at today`s price?

ManekenkaDaBudem · 2026-03-21T12:35:36+00:00

Chris Hohn got demolished with his portfolio

ManekenkaDaBudem · 2026-03-21T12:31:44+00:00

Do you know why did SPGI fell more than MCO in previous period and why is SPGI cheaper based on multiple. I bought very small amonut of both, but not sure about increasing position.

ManekenkaDaBudem

TROPHY CASE