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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (76873)	1/1/2025 12:50:20 PM
From: Harshu Vyas	2 Recommendations Recommended By Lance Bredvold OlafB Respond to of 78777

I'm happy it worked out for you. Even though I'd rather not bring it up, I think I have to. I don't think I'll ever be able to forgive myself for my CUTR mistake. Not so upset with my personal loss, but the fact you would have likely lost money because of me (and my flawed thesis) hurts a lot and it made me reflect a lot. I'm sorry. With hindsight, the whole situation was a disaster and I should have realised quicker. On a brighter note, happy new year to the thread!

To: Elroy who wrote (76873)	1/4/2025 1:30:54 PM
From: OlafB	Read Replies (1) \| Respond to of 78777

From what I saw and did: Some undervalued Chinese companies with low P/E ratios may work (for now, I’m thinking about PDD), but their growth potential could be cut at any moment—whether by the US or Chinese government(discussed on a thread). I haven’t bought it yet but am keeping a sharp eye on it. I recently bought NVO after reading about its R&D stages for new drugs—it seems promising. Plus, it faced unfavorable sentiment from the market. Honestly, it was just like in the books: an irrational bearish event created an opportunity to buy $1 for $0.50 or so. After the recent production report, I considered buying TSLA. However, I’m not enthusiastic about its new model without a steering wheel (it’s ridiculous). While I think it might outperform the S&P, the current price is too high for me. I’ll wait for the next downturn (hopefully a crash or crisis—Black Monday for some, Sunshine Sunday for me). ARX and ENB from Canada might perform well, especially since I don’t have to pay taxes on their dividends in my case. What else... I think GOOG could do well with its new chip, but, similar to TSLA, I’m hoping for a price drop—perhaps triggered by selling the Chrome browser. For now, I don’t have many new ideas, just like you Sir. I’m still holding a few positions from last year that I want to get rid of, but I’ll keep RYYAY* and STM for now (both are down a little, so I’m aiming for the end of 2025).