📉 2 quality stocks are significantly below their highs. One of them about −50%.

In the new video, I discuss two completely different companies, their business, valuation, risks and scenarios up to 2030.

With one, I was mainly intrigued by the long-term technological optionality, with the other by an extremely high-quality and predictable business model.

🎥 New video: https://youtu.be/fdm6aMM6DV4?is=JjhesN8xt2uan5Q5

Do you think such a drop is already an opportunity, or not yet?