💝Please don't forget to like and subscribe if you appreciate what I do! Analyzing some more stocks that you recommended! This time, we look into Porsche AG (P911), Salesforce (CRM), Lovesac (LOVE) and American Lithium (LIACF). ... Very customer nice growth 🙃
Great video as always Andrew, porsche is not bad but still too expensive. Remaining in Germany, also given that you analyzed Verizon and At&t, it would be nice if you did an analysis of Deutsche Telekom, it doesn't seem like a bad company to me and it has lower multiples than Verizon and At&t
Another great video Andrew, really enjoying these. Have been slowly building positions in both salesforce and some lithium companies. I can see lithium doing very well in the next 5 years or so.
Added to the list! I have a video including a HK company where I talk about that. I think it's just the result of fear/uncertainty. In some cases, they are very cheap compared to the value, but unless something happens, they will probably remain that way.
Salesforce is also interesting and could perhaps become an excellent value investment. Remaining in America, I really like Broadcoam as a company, certainly now with the AI fever the multiples are high, but I know the semiconductor sector quite well and in my opinion the company truly has immense potential, even more than Nvidia in my opinion. It would be nice if you could do an analysis on them and hear your opinion
It's coming very soon. I posted a poll on the community tab between PayPal and Palantir to see who people want to see sooner. Make sure to vote here, it's a 50-50 so far: www.youtube.com/@Investing_With_Andrew/community ☺️
I think it depends on what they can make. If they can reliably produce ~3-4 bil, then this is a good price for this type of company, although there doesn't seem to be some huge upside. This is why I'd rather wait. It gives them time to get over the current issues and we can learn how they react.
@@Investing_With_Andrew Car Industry in an changing evironment like this is very difficult. Some older companies seem to fall back, while there are modern futuristic companies who fail and only burn cash.
💝Please don't forget to like and subscribe if you appreciate what I do!
Analyzing some more stocks that you recommended! This time, we look into Porsche AG (P911), Salesforce (CRM), Lovesac (LOVE) and American Lithium (LIACF).
... Very customer nice growth 🙃
Great video as always Andrew, porsche is not bad but still too expensive. Remaining in Germany, also given that you analyzed Verizon and At&t, it would be nice if you did an analysis of Deutsche Telekom, it doesn't seem like a bad company to me and it has lower multiples than Verizon and At&t
Thank you! Added them to the list.
Another great video Andrew, really enjoying these. Have been slowly building positions in both salesforce and some lithium companies. I can see lithium doing very well in the next 5 years or so.
Would also be interested to hear your thoughts on Pfizer.
Thank you! I think investing in lithium is also about the next 5+ years or longer. Pfizer is on the list, it will come ☺️
Hey! I just posted a video about Pfizer 😉
Hey Andrew, take a look at Health And Happines International Holdings. Also any thoughts on why HK stocks are often so low compared to their value ?
Added to the list! I have a video including a HK company where I talk about that. I think it's just the result of fear/uncertainty. In some cases, they are very cheap compared to the value, but unless something happens, they will probably remain that way.
Salesforce is also interesting and could perhaps become an excellent value investment. Remaining in America, I really like Broadcoam as a company, certainly now with the AI fever the multiples are high, but I know the semiconductor sector quite well and in my opinion the company truly has immense potential, even more than Nvidia in my opinion. It would be nice if you could do an analysis on them and hear your opinion
Added them as well!
I own lovesac! Would be interested in a PayPal update. They had great earnings but the stock is down!
It's coming very soon. I posted a poll on the community tab between PayPal and Palantir to see who people want to see sooner. Make sure to vote here, it's a 50-50 so far: www.youtube.com/@Investing_With_Andrew/community ☺️
@@Investing_With_Andrew looking forward to it!
I have Porsche on my Watchlist for months now. But i am not sure at which price i should buy…
I think it depends on what they can make. If they can reliably produce ~3-4 bil, then this is a good price for this type of company, although there doesn't seem to be some huge upside. This is why I'd rather wait. It gives them time to get over the current issues and we can learn how they react.
@@Investing_With_Andrew Car Industry in an changing evironment like this is very difficult. Some older companies seem to fall back, while there are modern futuristic companies who fail and only burn cash.
Yep, that's why the "reliably produce" part is tricky now.