📀 ASML $ASML analysis 🔎

A one pager with all key information of this unique company👇
Main takeaways 📢
• $ASML Holding(ASML.US)$ is a one-of-a-kind business with an incredibly strong moat. It plays a crucial role in the modern semiconductor industry
• The business is prone to geopolitical tension and criticality, which is something to be aware of
• Based on its current free cashflow, $ASML is overvalued with a fair price around $675
As of today, I have a 7% position in $ASML at a $539 cost basis.
Cheers!🙏