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Win/ to create wealth you need a concentrated portfolio of no more then 5 stocks(i only have 4, LSEG,GSK,DT and i have just bought into CVSG) . A diversified portfolio protects your wealth. In many ways we have the advantage over the institutions but the one area we dont is with research ,they will have a team of analysts and they get to meet the management. I tend to follow people/institutions into stocks ,especially if they have been adding. Like im in this because of ML Im a big fan of Mark Slater(Slater Growth) thats why i started a position in CVSG. Of course i do some research and i have to understand the business.
Yeah, I get it:
"You know, we think diversification is—as practiced generally—makes very little sense for anyone that knows what they’re doing...it is a protection against ignorance."
However, you may think you know all the ups and downs, but know one knows what's around the corner.
Ok - each to their own. I prefer now to only invest in companies in which I have a deep fundamental understanding, and in which I have sought to build up my own competence to be able to assess itheir long term competitive advantage.
I, too, used to think that diversification was a good thing, but now I prefer to invest in only a few companies that have proven sustainable competitive advantage - very few have - and which I understand. Buffett recons you only need very few, and I now tend now to agree.
Obviously, Poppy has vision and knows exactly where Darktrace is going, enough said.
All one needs to know, Lending, is the direction of travel and the vision of the drivers.
Diversification is key to investing with safety nets. It's unlikely that those with a decently diversified portfolio will know all there is to know about all they hold.
Always a surprise to me that people invest in companies/businesses they know so little fundamentally about. But, I suppose, if you are a trader or speculator you don’t need to know. The whole financial strength of DT depends on it providing SaaS and being paid up-front by subscription.
Darktrace delivers its cybersecurity products as a Software As A Service solution.
No idea, either!
Does dark use some sort of SaaS software ? I am not a Tech geek ?
Federal reserve delay interest cuts projection
US dollar stronger
Does Dark like stronger pound or dollar
I can t see anything much hapoening til July results ?
Some clever woman:
At the #FortuneAI Brainstorm, our CEO, Poppy Gustafsson, shared her thoughts on the cybersecurity and data privacy concerns with AI today and how business leaders can adopt a proactive approach to the responsible use of the technology. Check it out
https://fortune.com/videos/watch/Brainstorm-AI-London-2024-Championing-Responsible-AI-Within-The-Enterprise/4ab9853a-6f2e-4054-a189-95317864106e
'New research from the UK’s @SciTechgovuk shows the continued threat of cyberattacks. AI is beginning to amplify already complex threats, and it’s time for security operations to shift from reactive to proactive and improve cyber resilience. Check out the full survey '
https://www.gov.uk/government/statistics/cyber-security-breaches-survey-2024/cyber-security-breaches-survey-2024#summary.
Why did we open down a bit
It seems July results are 10 weeks away , and nothing much to look forward to , for news ?
Jeffries have inside information on the growth path of Dark
We need good results in July , 90 per cent of Darks share price is based on good sales of their software
A nice uplift in guidance in July and we can break through 500 p , and maybe start trading 525 to 590 p beteeen July and October
Then break through 600 p by Octobet or before for many reasons .,. Interest rates going down included and Ml case result clearer
Then sail upwards towards 700 p by Jan / Feb and hit 800 p by April next year
That’s all assuming continued upward results
Seems the usual suspects are getting posts removed.
Nothing changes always trying to direct the flow of the board. Still the same posts being stated as fact when it is made up nonsense.
Don’t get sucked in by their lies.
Do your own due diligence.
For the record IMO it is about priced right though a good 12 months could see 20% up lift.
Wars and distrust
Iraq , Ukraine , lots of reasons for Cyber threats
If 'Jeffries have form for somewhat over-optimistic ratings'
Maybe Berenburg are conservative, with a small 'c'.
An average would be 7.60, which in my opinion is perfectly plausible!
Jeffries have form for somewhat over-optimistic ratings. Their say-so is unlikely to move the SP by itself
HKK - I stated "left Darktrace in the Doldrums drifting down 2.8p" i.e. indicating it was left where it had been previously. In terms of clarification I was not inferring in any way that a fall of 2.8p put Darktrace in the Doldrums!
This deflects from the point which is that a substantial re-rating by Jeffries had no discernible impact on the Darktrace SP! Darktrace needs to show evidence of a significant growth in customer numbers i.e. more than 12.9% recently reported or it may be seen as having gone ex-growth, which may be why it is persistently so dismally rated almost universally apart from on this thread!
Up 10.6p - must be a surge if down 2.8p was doldrums
3rd week of July
No, not in the traditional sense. It would be good to see widespread adoption of DT throughout Uk government and public sector, but this is unlikely. It's a little ironic to see Palo Alto mentioned in the link, given that they're dealing with a zero day vulnerability in their own network.
When is the next big news day ? 3 months ?
Geopolitical tensions could see cybersecurity increase in demand. A succinct, but interesting, mention of Palo Alto Networks - here:
https://finbold.com/3-stocks-to-watch-this-week-amid-iran-israel-escalation/
We are in the same domain.
Market takes time to “ get it “
Jeffries know the inside story “ they get it first “ let’s see if they are right that Dark results are accelerating upwards towards the moon / galaxy and outer universe !
Well you know what I mean , solid improving results for the 890 p