I also like danaher a lot and opened position last month 4% stake. Also started position in constellation and Topicus. I also bought s&p global 4% and want to buy chipotle who will profit a lot from Ai and automation. Also looking at Markel. Microsoft and google are 4% positions will keep them forever!
Chipotle is one I hear mentioned often. Always looks very expensive when I look at it. It also has no presence in Germany yet, so international expansion could be something the market is pricing in.
I also like danaher a lot and opened position last month 4% stake. Also started position in constellation and Topicus. I also bought s&p global 4% and want to buy chipotle who will profit a lot from Ai and automation. Also looking at Markel. Microsoft and google are 4% positions will keep them forever!
Chipotle is one I hear mentioned often. Always looks very expensive when I look at it. It also has no presence in Germany yet, so international expansion could be something the market is pricing in.
Welcome back Niklas. We really enjoy this short and sweet format. Keep it up!
Thank you, glad you like it!