Digital economy Top Picks
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Last Login: 11/15/2023
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Trading Idea
Investments are made to companies that are active in Digital economy and have significant competitive edge. I am working in Digital economy as an Expert for 10 years. I am able to identify companies with competitive edge based on my private insights. Trade decisions are made by the size of the competitive edge and the current valuation of the company. Many of the selected companies are true challengers of Google and Facebook in various fields (marketing, advertising, measurement, analysis, marketing automation etc.). That should be another reason for selected companies to outperform these global leaders in upcoming years. This strategy and decision making works only in long term perspective (usually 1-3 years). The strategy does not have any regional preferences.
Master data
WFDIGITALE
09/28/2018
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148.4