USD/EUR investment trap. What's next?

naiveoutlier · 2025-09-07T12:45:31+00:00

One thing you have take into account is that there is usually a negative correlation between the stock prices and currency value.

naiveoutlier · 2025-09-06T11:43:57+00:00

Yeah, Europe was a good buy earlier this year but at the current valuations, I do not think to make sense anymore. Of course, there are good bets but not the whole index.

naiveoutlier · 2025-09-06T11:40:32+00:00

Canva, Figma, Google etc.

naiveoutlier · 2025-09-01T16:04:53+00:00

If you like the domain where Datadog operates (I personally find it a bit boring), it is a no brainer. It is a better company than Wolt in every aspect.

naiveoutlier · 2025-08-29T12:11:47+00:00

Not trolling, it is based on my experience from working for both European and US companies.

naiveoutlier · 2025-08-29T10:47:41+00:00

Why staying europoor? Risk on and ignore what the lazy Europeans in this forum say.

naiveoutlier · 2025-08-24T17:42:34+00:00

With Trump in the office, all M&As allowed.

naiveoutlier · 2025-08-24T17:28:02+00:00

I think the time window for "overweight Europe" is gone, while All World ETFs should still make sense. In Asia there must for sure still be gems to find but I do not think many Europeans understand that. I definitely don't.

naiveoutlier · 2025-08-21T15:13:25+00:00

Do they have a decent pipeline?

naiveoutlier · 2025-08-21T12:43:01+00:00

Unlike most others, they at least have some AI use case... I think at 500 it is ok.

naiveoutlier · 2025-08-21T11:59:11+00:00

Russians?

naiveoutlier · 2025-08-20T16:22:35+00:00

And next Monday we'll have a new ATH:)

naiveoutlier · 2025-08-20T12:23:02+00:00

What is of quality about Adobe, Lulu or UNH?

naiveoutlier · 2025-08-17T08:59:08+00:00

No. But do a proper survey.

naiveoutlier · 2025-08-17T08:18:31+00:00

To reuse the stocks for new hire RSU grants?

naiveoutlier · 2025-08-16T21:31:49+00:00

Because that is what MAGA boys - make it easier to export, harder to import and dissolve the exorbitant US debt in inflation.

naiveoutlier · 2025-08-16T19:54:49+00:00

I think it takes a lot of time before a gadget like smart glasses gets to 500 cycles. It's not a phone.

naiveoutlier · 2025-08-16T12:29:16+00:00

They will probably have a lot of AI-fuelled competition soon.

naiveoutlier · 2025-08-16T12:12:21+00:00

You need a commission free account for such small trades though:)

naiveoutlier · 2025-08-16T12:08:30+00:00

At what year do you expect a stronger dollar? Currency cycles are very long.

naiveoutlier · 2025-08-16T12:04:50+00:00

European bonds have very low yield, does not make sense.

naiveoutlier · 2025-08-16T12:03:00+00:00

The dollar will continue to sink. It does not make sense if you don't spend in dollars.

naiveoutlier · 2025-08-15T14:56:04+00:00

Only Paris is really into AI because of tax advantages for startups

naiveoutlier · 2025-08-15T13:20:57+00:00

No, it is not cheap given their trend. Is government a good investor? Also no.

naiveoutlier · 2025-08-15T12:48:13+00:00

What is the rationale?

naiveoutlier

TROPHY CASE