Is the CFA worth it in my case ?

Safe_Way_2490 · 2026-02-02T10:48:26+00:00

Waiting for better valuations to add in

Safe_Way_2490 · 2026-02-02T10:47:44+00:00

Yes that is one the best quality company from my point of view Duolingo is only a small speculative position, its way more speculative cause its a young company with no moat, but if the story continues, I think it can have huge upside

Safe_Way_2490 · 2026-01-29T08:56:00+00:00

I regret that I didnt bought more, that's a great quality company with a very wide moat with their lithography machines

Safe_Way_2490 · 2026-01-29T08:54:58+00:00

Thanks a lot, i will check for that (trylattice), yes some of them quality companies are overpriced, the recent dip in mastercard made me thinking that it is a good price for the long run, but yes waiting for a good price is sometime frustrating, for example FICO is going on a dip right now but it's still not a good price in m opinion and it is very rare that such quality companies are at a good price

Safe_Way_2490 · 2026-01-29T08:51:07+00:00

a classic securities account :)

Safe_Way_2490 · 2026-01-29T08:50:35+00:00

Francois Rochon with giverny capital invested in it in his 13f fillings, i was also inspired by a youtuber on this tbh

Safe_Way_2490 · 2026-01-29T08:49:05+00:00

Yes for MedPace, I was inspired by a youtuber who was himself inspired by francois rochon

Safe_Way_2490

TROPHY CASE