quality_rules @InvRules

My name is Marc. This is about how to become a better investor. Here on X to develop and discuss my set of investment rules. No stock tips, sorry. Berlin, Germany Joined September 2024

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quality_rules @InvRules

4 months ago

Many people here interested in United Health $UNH due to the current sell off. Asking myself, if Elevance $ELV might be the better investment opportunity? 1. Share price also down a lot for rather similar reasons as UNH, but with much less legal risks. 2. Comparable Fwd P/E and…

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quality_rules @InvRules

5 months ago

Due to tariffs uncertainties, it’s important to know where a company makes the majority of its sales. I'm listing here some US companies I am following more closely that make >60% of sales in the US. ⬇️ 61%: S&P Global $SPGI 63%: Transdigm $TDG 65%: Idexx $IDXX 66%: Amazon $AMZN…

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quality_rules @InvRules

5 months ago

US industrials like Caterpillar $CAT Honeywell $HON, General Electrics $GE, and 3M $MMM have significant Asia exposure. Which non-US Industrials (European, Asian) could be winners of US created tensions? One name that comes to my mind is Siemens $SIE. Any other suggestions?

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quality_rules @InvRules

5 months ago

A responsible president would be doing some problem solving with his team of advisors over the weekend. Want to bet that Donald Trump goes golfing again?

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quality_rules @InvRules

5 months ago

My reasoning for trimming Alibaba $BABA: BABA was really cheap a year (or two) ago, since then it has made good progress in its business (cloud, AI, buybacks). With the recent drop in share price it is cheap (again), though it has appreciated somewhat. BABA was particularly…

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quality_rules @InvRules

5 months ago

Added to Rheinmetall $RHM, Adyen $ADYEY, Taiwan Semi $TSM, Microsoft $MSFT, Meta $META, Idexx $IDXX, Zoetis $ZTS, Moody's $MCO over the last days. Trimmed Alibaba $BABA (worsening tariff conflict), and sold Ecolab $ECL (high valuation, negative impact of tariffs on restaurants…

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quality_rules @InvRules

5 months ago

This is a great article everyone should read who thinks current US tariff policy could work.

molson 🧠⚙️ @Molson_Hart

5 months ago

This is a great article everyone should read who thinks current US tariff policy could work.

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quality_rules @InvRules

5 months ago

On Thursday I bought Elevance $ELV, sold Lemonade $LMND, and trimmed Meta $META. Looming cuts in the US health care system should be off the table for the foreseeable future with the tariff uncertainty. I reduced exposure to consumer facing businesses as I don't think there is a…

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quality_rules @InvRules

5 months ago

Put United Rentals $URI on watchlist - largest equipment rental company in US and worldwide with exposure to industrial, commercial, and residential construction. Should benefit if (big "if") firms are moving manufacturing to US. Over the last days it has been slaughtered like…