My favourite sectors to invest in
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
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