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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Author: Blackswanny   😊 😞
Number: of 86277 
Subject: Re: Unite Group (UTG), UK, falling knife.
Date: 12/01/25 4:48 AM
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No. of Recommendations: 3
I'm of rhe view that i want to be in the market anyway, buy quality companies on the numbers / moat but beaten down on price, take the view you're going to hold to 3 years and let it play out.

Check every 6 months against your intrinsic value calculation. If it's massively run ahead for some reason then that could be an opportunity to sell.

With Alphabet I listened too much to the noise around the whole market correction and sell off due to happen imminently and AI Bubble

I should have held firm as ive been through the same thing many times.

I was also swayed by the previous price action from the year before and that the price had run well ahead of my IV calculation. Give it another 3 months and selling may look OK but ive still missed out on c30%.
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This community has written 589 posts about Non-US Stocks. The article-length ones it recommended most:
Greggs PLC (GRG.L) · 21 recs · 2025
Topicus: Not Constellation · 16 recs · 2026
Unite Group (UTG), UK, falling knife. · 13 recs · 2025
SKAN · 11 recs · 2025
MELI - Brazilian darling · 10 recs · 2025
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