Despite some bullish movement at the start of the year, the market has turned pretty bear. As a long term investor learning from Mr Buffet, I thought it is turnibg into a great opportunity for picking up some real good companies for bargain prices. I am going to do my purchases, forget about them and come back in 5 years time. These are my picks (am stating their 'moatness' for quick reference):
$SEMrush Holdings, Inc.(SEMR)$Market leader in digital marketing visibility management.
$InMode Ltd.(INMD)$Proprietary technologies using RF for non or minimally-invasive aesthetic medical procedure. Incredibly well-run company.
$Alibaba(BABA)$Ecommerce and payment giant. One of the most undervalued high cap companies with a PE of 2
Lock them in and see them perform in the next five years!
精彩评论