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Strategies & Market Trends : Value Investing

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Sisyphus

To: bruwin who wrote (76892)	1/5/2025 3:39:43 PM
From: E_K_S	1 Recommendation Read Replies (1) of 78748

Re: Applied Materials (AMAT) Excellent Buy & hold w/ your AMAT. What alerted you to start a position? I have been in Silicon Valley since 1969 and have watched these Semi companies grow & prosper but never saw the 'Value' proposition. Perhaps I was looking at them differently but finally came around sometime after the 2009 crash. My first buy was 2022, you beat me by 10 years ! ------------------------------------------- I always like to see what I could do differently, exam other metrics and/or future growth opportunities. Every FAB uses AMAT equipment and looking back on the company it is the key to the semi industry growth. Also, you held too. That's something most traders do not do only long term investors. Good job on both factors; buying early and holding long term.

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