10-25-2018, 07:51 PM
Sorry I haven't posted in a while.
I have been buying FB (Heavily), TECHY (Heavily), ADBE (Nibbling), BABA (Standard), SBUX (Standard), V (Adding to current position).
I know FB isn't a divi stock but I think it will be in future maybe 5-10 years but who knows. I think it's oversold here and people are underestimating its huge moat and insane cash generation. The $40bn in the bank is nice too
.
Tencent and BABA are a bit more of a roll of the dice admittedly but are also both very cheap here imo, given the irrationality of markets towards Chinese stocks. I would be heavier BABA if it wasn't for the shaky way in which its listed. Don't hate me since BABA isn't a dividend stock. We all have room for a small spec stock I'm sure
!
Adobe is expensive hence the nibble as opposed to the full position, hoping for a bloodbath so it collapses.
Both SBUX and V have been discussed already.
What do you guys think of these buys? Would be great to have some insights, support or counter-narrative!
Cheers,
Lewys
I have been buying FB (Heavily), TECHY (Heavily), ADBE (Nibbling), BABA (Standard), SBUX (Standard), V (Adding to current position).
I know FB isn't a divi stock but I think it will be in future maybe 5-10 years but who knows. I think it's oversold here and people are underestimating its huge moat and insane cash generation. The $40bn in the bank is nice too
. Tencent and BABA are a bit more of a roll of the dice admittedly but are also both very cheap here imo, given the irrationality of markets towards Chinese stocks. I would be heavier BABA if it wasn't for the shaky way in which its listed. Don't hate me since BABA isn't a dividend stock. We all have room for a small spec stock I'm sure
!Adobe is expensive hence the nibble as opposed to the full position, hoping for a bloodbath so it collapses.
Both SBUX and V have been discussed already
.What do you guys think of these buys? Would be great to have some insights, support or counter-narrative!
Cheers,
Lewys