Today I sold out two positions - $ERF.PA (Eurofins Scientific SE) and $KESKOB.HE (Kesko Oyj B) . But they stay on my watchlist, it's just that I think there are some other opportunities with higher potential.
Second, I added to my position in $PYPL (PayPal Holdings) as results were solid and plan is good. Next 6 months will be crucial to see how new CEO can execute on these tasks.
Lastly, I opened new position in $DQ (Daqo New Energy Corp-ADR) . The thesis behind is polysilicon prices recovery 2H 2024 (guessing), gain in market share, valuation disconnected from fundamentals, possible continuation of buybacks (/dividend) at this favorable valuation.... Show More
