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Investment Strategies / Falling Knives
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Author: Said 🐝  😊 😞
Number: of 1023 
Subject: Re: FKA: SAP SE
Date: 01/29/26 12:21 PM
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SAP, whose headquarter coincidentally is 20km away from me, close to Heidelberg, is a - outside Germany - for itīs size and importance far underrated global giant,nearly a "hidden giant" in relation to their importance for the foundation they provide for the infrastructure of companies and government agencies worldwide. Their products are (invisible for most) everywhere.

If you look at them regarding falling knifes, you also should look at Microsoft. Down 12% this moment, 18% the last 1/2 year. Palantir is sinking too since a while. Interesting times indeed.

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