My favourite sectors to invest in

Long_Equity
04-13

My favourite sectors to invest in:

• semiconductors

• software as a service

• payments

• credit rating / scores

• financial data

• healthcare

I prefer business facing services, rather than consumer facing products. Revenues are more resilient and predictable. Although I accept Hermes is something special.

In healthcare, my favorites are $Novo-Nordisk A/S(NVO)$ $IDEXX Laboratories(IDXX)$ $Genmab A/S(GMAB)$ and $Sartorius AG(SARTF)$ all immediately come to mind.

I’m sure AI will cause a lot of disruption. But there are plenty of reasons to invest in semis - AI is just one of them.

Any Payments stocks other than $Visa(V)$ or $MasterCard(MA)$? Yes, $American Express(AXP)$. Not yet convinced on $Adyen N.V.(ADYEY)$. And not a fan of $PayPal(PYPL)$.

https://twitter.com/long_equity/status/1778838905908785474

Can LLY & NVO Continue to Thrive After Earnings?
LLY and NVO will release their financial reports this Tuesday and Thursday. Both of these weight-loss drug companies have risen by over 20% since the beginning of the year. ---------------------- Is weight-loss drug, like AI, a main investment theme this year? Would you buy weight-loss drug companies? Can Eil Lilly return to $800?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment