5 films I’m passing on this year
Sharing purely based on my personal perspective and analysis, focusing on companies I believe aren't the best choices for my investment portfolio this year. It’s not about these companies being inherently risky or bad investments for everyone; rather, they don't align with my investment strategy, expectations, or criteria for potential growth in 2024 compared to its competitors.
I’m bullish on MSFT, Nvdia, CMG, Lockhead Martin, MasterCard, Palentir, Monster Beverage
as of now.
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Wei13 : Alibab really sucks enough; the Chinese know it's out of date
MrM : The stocks you bullish on pretty expensive now. Estee and Alibaba seems like a good buy this year, good margin of safety with limited downside. Tesla and AMD I would give it a miss unless it reaches good bargain level.